RSEE Institutional Ownership & Shareholders
RAREVIEW SYSTEMATIC EQUITY (RSEE) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $44.81M 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 RSEE tracked by InsiderSet, reporting ownership valued at approximately $35.58M 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 $33.57M, representing an estimated loss of -5.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed RSEE value among the investors covered in this analysis. Major shareholders include Belpointe Asset Management Llc, Janney Montgomery Scott Llc, Ascension Capital Advisors, Inc., and several other long-term asset managers with concentrated positions in RAREVIEW SYSTEMATIC EQUITY (RSEE).
This page ranks the largest institutional RSEE 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
12
Total Reported Value
$44.81M
Largest Holder
Belpointe Asset Management Llc
Largest Position
$35.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
18
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 | 1.16% | 899,520 | $35,576,230 | $33,570,176 | -$2,006,054 | -5.64% | |
| Janney Montgomery Scott Llc | 0.01% | 70,527 | $2,789,000 | $2,632,075 | -$156,925 | -5.63% | |
| Ascension Capital Advisors, Inc. | 0.55% | 49,399 | $1,953,740 | $1,843,576 | -$110,164 | -5.64% | |
| Wells Fargo & Company/Mn | 0.00% | 48,694 | $1,925,857 | $1,817,265 | -$108,592 | -5.64% | |
| Wealthedge Investment Advisors, Llc | 0.38% | 28,065 | $1,109,976 | $1,047,389 | -$62,587 | -5.64% | |
| Atria Investments, Inc | 0.01% | 19,520 | $757,766 | $728,488 | -$29,278 | -3.86% | |
| Able Wealth Management Llc | 0.11% | 12,844 | $508,463 | $479,339 | -$29,124 | -5.73% | |
| Farther Finance Advisors, Llc | 0.00% | 3,254 | $126,320 | $121,440 | -$4,880 | -3.86% | |
| Osaic Holdings, Inc. | 0.00% | 1,225 | $48,448 | $45,717 | -$2,731 | -5.64% | |
| Jpmorgan Chase & Co | 0.00% | 252 | $9,840 | $9,405 | -$435 | -4.42% | |
| Geneos Wealth Management Inc. | 0.00% | 150 | $5,933 | $5,598 | -$335 | -5.65% | |
| Arax Advisory Partners | 0.00% | 3 | $119 | $112 | -$7 | -5.92% |
Frequently asked questions about RSEE
Who are the largest institutional holders of RSEE?
The largest institutional holders of RSEE reported in the latest SEC Form 13F filings include Belpointe Asset Management Llc, Janney Montgomery Scott Llc, Ascension Capital Advisors, Inc., Wells Fargo & Company/Mn, and Wealthedge Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported RSEE position.
What is RSEE institutional ownership?
This page tracks RSEE positions reported by institutional investment managers through SEC Form 13F. RAREVIEW SYSTEMATIC EQUITY (RSEE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RSEE?
InsiderSet currently tracks 12 institutional managers reporting RSEE 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 RSEE shareholders.
How much RSEE stock do institutions own?
Institutional investment managers disclosed approximately $44.81M in RSEE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RSEE institutional ownership last updated?
The latest RSEE 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 RSEE 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 RSEE position after the reporting date.
Are institutions buying or selling RSEE?
Institutional buying and selling can be analyzed by comparing RSEE positions across consecutive 13F reporting periods. InsiderSet's RSEE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RSEE ownership changes.
How has RSEE institutional ownership changed over time?
InsiderSet tracks RSEE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.