RDFI Institutional Ownership
Rareview Dynamic Fixed Income ETF
1W: -1.5%
1M: -6.0%
3M: -9.1%
YTD: -8.4%
1Y: -7.8%
3Y: +26.0%
5Y: +2.1%
$21.52
-0.07 (-0.32%)
Weekly Expected Move ±1.3%
$21
$21
$22
$22
$22
Overview
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Holdings
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Short Interest
Dividends
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Institutional Ownership — RDFI
20
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
7
New Positions
8
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 730,740 | $16M | +7,391 | +1.0% | 22Q | SEC ↗ |
| 2 | Independent Wealth Network Inc. | 279,963 | $6M | +14,779 | +5.6% | 18Q | SEC ↗ |
| 3 | Astoria Portfolio Advisors LLC. | 277,108 | $6M | +72,456 | +35.4% | 7Q | SEC ↗ |
| 4 | MML INVESTORS SERVICES, LLC | 114,013 | $2M | +36,031 | +46.2% | 2Q | SEC ↗ |
| 5 | PUFF WEALTH MANAGEMENT, LLC NEW | 105,775 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Cambridge Investment Research Advisors | 81,910 | $2M | +10,041 | +14.0% | 4Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN NEW | 37,937 | $816K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Latitude Advisors, LLC | 36,275 | $781K | +15,694 | +76.3% | 5Q | SEC ↗ |
| 9 | Oregon Pacific Wealth Management, LLC | 33,417 | $719K | +2,506 | +8.1% | 2Q | SEC ↗ |
| 10 | PFG Advisors NEW | 29,012 | $624K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Integrated Wealth Concepts LLC | 27,922 | $601K | +579 | +2.1% | 4Q | SEC ↗ |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 26,030 | $560K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Sound Income Strategies, LLC NEW | 14,772 | $318K | — | +0.0% | 1Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC NEW | 12,286 | $264K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Noble Wealth Management PBC | 9,228 | $199K | -27 | -0.3% | 3Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 6,490 | $140K | -18,810 | -74.3% | 11Q | SEC ↗ |
| 17 | BlackRock, Inc. | 2,000 | $43K | — | +0.0% | 3Q | SEC ↗ |
| 18 | AE Wealth Management LLC | 5 | $0K | — | +0.0% | 7Q | SEC ↗ |
| 19 | MORGAN STANLEY NEW | 2 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Private Advisor Group, LLC | 0 | $0K | -59,532 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| PUFF WEALTH MANAGEMENT, LLC | 105,775 | $2M |
| WELLS FARGO & COMPANY/MN | 37,937 | $816K |
| PFG Advisors | 29,012 | $624K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 26,030 | $560K |
| Sound Income Strategies, LLC | 14,772 | $318K |
| ENVESTNET ASSET MANAGEMENT INC | 12,286 | $264K |
| MORGAN STANLEY | 2 | $0K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisor Group, LLC | 59,532 | $1M |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Astoria Portfolio Advisors LLC. | +72,456 | +35.4% | 277,108 |
| MML INVESTORS SERVICES, LLC | +36,031 | +46.2% | 114,013 |
| Latitude Advisors, LLC | +15,694 | +76.3% | 36,275 |
| Independent Wealth Network Inc. | +14,779 | +5.6% | 279,963 |
| Cambridge Investment Research Advis | +10,041 | +14.0% | 81,910 |
| Belpointe Asset Management LLC | +7,391 | +1.0% | 730,740 |
| Oregon Pacific Wealth Management, L | +2,506 | +8.1% | 33,417 |
| Integrated Wealth Concepts LLC | +579 | +2.1% | 27,922 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -18,810 | -74.3% | 6,490 |
| Noble Wealth Management PBC | -27 | -0.3% | 9,228 |