RDFI Institutional Ownership & Shareholders
RAREVIEW DYNAMIC FIXED INCOM (RDFI) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $39.00M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Belpointe Asset Management Llc is currently the largest disclosed institutional shareholder of RDFI tracked by InsiderSet, reporting ownership valued at approximately $17.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.92M, representing an estimated loss of -8.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed RDFI value among the investors covered in this analysis. Major shareholders include Belpointe Asset Management Llc, Astoria Portfolio Advisors Llc., Independent Wealth Network Inc., and several other long-term asset managers with concentrated positions in RAREVIEW DYNAMIC FIXED INCOM (RDFI).
This page ranks the largest institutional RDFI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$39.00M
Largest Holder
Belpointe Asset Management Llc
Largest Position
$17.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Belpointe Asset Management Llc | 0.57% | 730,740 | $17,407,153 | $15,916,248 | -$1,490,905 | -8.56% | |
| Astoria Portfolio Advisors Llc. | 1.12% | 277,108 | $6,601,045 | $6,035,689 | -$565,356 | -8.56% | |
| Independent Wealth Network Inc. | 1.64% | 300,985 | $6,524,185 | $6,555,754 | +$31,569 | +0.48% | |
| Mml Investors Services, Llc | 0.01% | 114,013 | $2,715,927 | $2,483,317 | -$232,610 | -8.56% | |
| Oregon Pacific Wealth Management, Llc | 0.86% | 43,000 | $932,072 | $936,583 | +$4,511 | +0.48% | |
| Wells Fargo & Company/Mn | 0.00% | 37,937 | $903,705 | $826,306 | -$77,399 | -8.56% | |
| Latitude Advisors, Llc | 0.25% | 36,952 | $800,972 | $804,852 | +$3,880 | +0.48% | |
| Noble Wealth Management Pbc | 0.34% | 34,353 | $744,639 | $748,243 | +$3,604 | +0.48% | |
| Integrated Wealth Concepts Llc | 0.00% | 27,922 | $665,138 | $608,169 | -$56,969 | -8.56% | |
| Pfg Advisors | 0.03% | 29,126 | $631,348 | $634,393 | +$3,045 | +0.48% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 27,071 | $577,154 | $589,633 | +$12,479 | +2.16% | |
| Envestnet Asset Management Inc | 0.00% | 12,286 | $292,673 | $267,601 | -$25,072 | -8.57% | |
| Osaic Holdings, Inc. | 0.00% | 6,490 | $154,589 | $141,359 | -$13,230 | -8.56% | |
| Blackrock, Inc. | 0.00% | 2,000 | $47,642 | $43,562 | -$4,080 | -8.56% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 82,219 | $1,782 | $1,790,812 | +$1,789,030 | +100394.50% | |
| Morgan Stanley | 0.00% | 2 | $60 | $44 | -$16 | -27.40% |
Frequently asked questions about RDFI
Who are the largest institutional holders of RDFI?
The largest institutional holders of RDFI reported in the latest SEC Form 13F filings include Belpointe Asset Management Llc, Astoria Portfolio Advisors Llc., Independent Wealth Network Inc., Mml Investors Services, Llc, and Oregon Pacific Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported RDFI position.
What is RDFI institutional ownership?
This page tracks RDFI positions reported by institutional investment managers through SEC Form 13F. RAREVIEW DYNAMIC FIXED INCOM (RDFI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RDFI?
InsiderSet currently tracks 16 institutional managers reporting RDFI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RDFI shareholders.
How much RDFI stock do institutions own?
Institutional investment managers disclosed approximately $39.00M in RDFI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RDFI institutional ownership last updated?
The latest RDFI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RDFI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RDFI position after the reporting date.
Are institutions buying or selling RDFI?
Institutional buying and selling can be analyzed by comparing RDFI positions across consecutive 13F reporting periods. InsiderSet's RDFI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RDFI ownership changes.
How has RDFI institutional ownership changed over time?
InsiderSet tracks RDFI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.