RSEE Institutional Ownership
Rareview Systematic Equity ETF
1W: -0.6%
1M: +0.2%
3M: -0.8%
YTD: +13.7%
1Y: +17.7%
3Y: +74.1%
$39.22
+0.44 (+1.14%)
Weekly Expected Move ±2.4%
$37
$38
$39
$40
$41
Overview
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Institutional Ownership — RSEE
18
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
49M
Total Invested
5
New Positions
3
Increased
8
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (18 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 899,520 | $35M | -42,499 | -4.5% | 17Q | SEC ↗ |
| 2 | Clear Creek Financial Management, LLC | 166,376 | $7M | -29,299 | -15.0% | 11Q | SEC ↗ |
| 3 | Janney Montgomery Scott LLC | 70,527 | $3M | +12,673 | +21.9% | 6Q | SEC ↗ |
| 4 | Ascension Capital Advisors, Inc. | 49,399 | $2M | +604 | +1.2% | 10Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN NEW | 48,694 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | WEALTHEDGE INVESTMENT ADVISORS, LLC NEW | 28,065 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Atria Investments, Inc | 19,403 | $761K | +255 | +1.3% | 5Q | SEC ↗ |
| 8 | Able Wealth Management LLC | 15,114 | $593K | -728 | -4.6% | 5Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 1,225 | $48K | — | +0.0% | 13Q | SEC ↗ |
| 10 | Farther Finance Advisors, LLC NEW | 411 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO NEW | 252 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Geneos Wealth Management Inc. | 150 | $6K | -100 | -40.0% | 7Q | SEC ↗ |
| 13 | AE Wealth Management LLC | 9 | $0K | — | +0.0% | 7Q | SEC ↗ |
| 14 | Arax Advisory Partners NEW | 3 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 15 | GTS SECURITIES LLC | 0 | $0K | -11,315 | -100.0% | 5Q | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 0 | $0K | -8,152 | -100.0% | 1Q | SEC ↗ |
| 17 | UBS Group AG | 0 | $0K | -502 | -100.0% | 5Q | SEC ↗ |
| 18 | MAI Capital Management | 0 | $0K | -589 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 48,694 | $2M |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 28,065 | $1M |
| Farther Finance Advisors, LLC | 411 | $16K |
| JPMORGAN CHASE & CO | 252 | $10K |
| Arax Advisory Partners | 3 | $0K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 11,315 | $444K |
| Bank of New York Mellon Corp | 8,152 | $320K |
| MAI Capital Management | 589 | $23K |
| UBS Group AG | 502 | $20K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Janney Montgomery Scott LLC | +12,673 | +21.9% | 70,527 |
| Ascension Capital Advisors, Inc. | +604 | +1.2% | 49,399 |
| Atria Investments, Inc | +255 | +1.3% | 19,403 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Belpointe Asset Management LLC | -42,499 | -4.5% | 899,520 |
| Clear Creek Financial Management, L | -29,299 | -15.0% | 166,376 |
| Able Wealth Management LLC | -728 | -4.6% | 15,114 |
| Geneos Wealth Management Inc. | -100 | -40.0% | 150 |