RAREVIEW DYNAMIC FIXED INCOM (RDFI) Institutional Ownership Changes & 13F Activity
RAREVIEW DYNAMIC FIXED INCOM (RDFI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Astoria Portfolio Advisors Llc., Private Advisor Group, Llc, Wells Fargo & Company/Mn, Mml Investors Services, Llc, and Pfg Advisors.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +12,286 | — | 12,286 | $292.67K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +579 | +2.1% | 27,922 | $665.14K | Q2 2026 | Sep 09, 2026 |
| Wells Fargo & Company/Mn | Buy | +37,937 | — | 37,937 | $903.71K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -18,810 | -74.3% | 6,490 | $154.59K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +2 | — | 2 | $60.00 | Q2 2026 | Aug 13, 2026 |
| Mml Investors Services, Llc | Buy | +36,031 | +46.2% | 114,013 | $2.72M | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management Llc | Buy | +7,391 | +1.0% | 730,740 | $17.41M | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +10,041 | +14.0% | 81,910 | $1.95K | Q2 2026 | Jul 30, 2026 |
| Astoria Portfolio Advisors Llc. | Buy | +72,456 | +35.4% | 277,108 | $6.60M | Q2 2026 | Jul 28, 2026 |
| Latitude Advisors, Llc | Buy | +15,694 | +76.3% | 36,275 | $864.11K | Q2 2026 | Jul 28, 2026 |
| Oregon Pacific Wealth Management, Llc | Buy | +2,506 | +8.1% | 33,417 | $796.03K | Q2 2026 | Jul 22, 2026 |
| Independent Wealth Network Inc. | Buy | +14,779 | +5.6% | 279,963 | $6.67M | Q2 2026 | Jul 20, 2026 |
| Sound Income Strategies, Llc | Buy | +14,772 | — | 14,772 | $351.89K | Q2 2026 | Jul 20, 2026 |
| Pfg Advisors | Buy | +29,012 | — | 29,012 | $691.11K | Q2 2026 | Jul 16, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +26,030 | — | 26,030 | $615.07K | Q2 2026 | Jul 15, 2026 |
| Noble Wealth Management Pbc | Sell | -27 | -0.3% | 9,228 | $219.82K | Q2 2026 | Jul 01, 2026 |
| Ae Wealth Management Llc | Sell | -5 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Private Advisor Group, Llc | Sell | -59,532 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
Frequently asked questions about RDFI activity
Which institutional owners are buying RDFI?
Institutional owners buying RDFI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RDFI activity?
"Buy" means an investor increased their reported position in RDFI compared to the prior reporting period. This reflects growing exposure to RAREVIEW DYNAMIC FIXED INCOM (RDFI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RDFI increasing?
Institutional interest in RDFI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.