Who owns Rareview Systematic Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RSEE from SEC Form 13F filings across 14 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 14 institutions disclosed 1.3M shares of Rareview Systematic Equity ETF worth $48.6M — about 67.5% of shares outstanding; the largest disclosed holder is Belpointe Asset Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
14
13F holders
$48.6M
value, 2026 filers
67.5%
of shares outstanding (1.3M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of RSEE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 899,520 | $35.6M | 1.2% | 46.8% | -4.5% |
| 2 | Clear Creek Financial Management, LLC | 166,376 | $6.6M | 0.4% | 8.6% | -15.0% |
| 3 | Janney Montgomery Scott LLC | 70,527 | $2,789 | 0.0% | 3.7% | +21.9% |
| 4 | Ascension Capital Advisors, Inc. | 49,399 | $2.0M | 0.5% | 2.6% | +1.2% |
| 5 | WELLS FARGO & COMPANY/MNNEW | 48,694 | $1.9M | 0.0% | 2.5% | new |
| 6 | WEALTHEDGE INVESTMENT ADVISORS, LLCNEW | 28,065 | $1.1M | 0.4% | 1.5% | new |
| 7 | Atria Investments, Inc | 19,403 | $767,392 | 0.0% | 1% | +1.3% |
| 8 | Able Wealth Management LLC | 15,114 | $597,756 | 0.1% | 0.8% | -4.6% |
| 9 | OSAIC HOLDINGS, INC. | 1,225 | $48,448 | 0.0% | 0.1% | 0.0% |
| 10 | Farther Finance Advisors, LLCNEW | 411 | $16,255 | 0.0% | 0% | new |
| 11 | JPMORGAN CHASE & CONEW | 252 | $9,840 | 0.0% | 0% | new |
| 12 | Geneos Wealth Management Inc. | 150 | $5,933 | 0.0% | 0% | -40.0% |
| 13 | AE Wealth Management LLC | 9 | $356 | 0.0% | 0% | 0.0% |
| 14 | Arax Advisory PartnersNEW | 3 | $119 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.