RAREVIEW SYSTEMATIC EQUITY (RSEE) Institutional Ownership Changes & 13F Activity
RAREVIEW SYSTEMATIC EQUITY (RSEE). 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 Wells Fargo & Company/Mn, Belpointe Asset Management Llc, Clear Creek Financial Management, Llc, Wealthedge Investment Advisors, Llc, and Janney Montgomery Scott Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +48,694 | — | 48,694 | $1.93M | Q2 2026 | Aug 14, 2026 |
| Jpmorgan Chase & Co | Buy | +252 | — | 252 | $9.84K | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | Buy | +3 | — | 3 | $119.00 | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | Sell | -100 | -40.0% | 150 | $5.93K | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Buy | +12,673 | +21.9% | 70,527 | $2.79M | Q2 2026 | Aug 05, 2026 |
| Belpointe Asset Management Llc | Sell | -42,499 | -4.5% | 899,520 | $35.58M | Q2 2026 | Jul 31, 2026 |
| Able Wealth Management Llc | Sell | -728 | -4.6% | 15,114 | $597.76K | Q2 2026 | Jul 29, 2026 |
| Clear Creek Financial Management, Llc | Sell | -29,299 | -15.0% | 166,376 | $6.58M | Q2 2026 | Jul 28, 2026 |
| Ascension Capital Advisors, Inc. | Buy | +604 | +1.2% | 49,399 | $1.95M | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | Buy | +255 | +1.3% | 19,403 | $767.39K | Q2 2026 | Jul 28, 2026 |
| Wealthedge Investment Advisors, Llc | Buy | +28,065 | — | 28,065 | $1.11M | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, Llc | Buy | +411 | — | 411 | $16.25K | Q2 2026 | Jul 17, 2026 |
| Gts Securities Llc | Sell | -11,315 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Mai Capital Management | Sell | -589 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Ae Wealth Management Llc | Sell | -9 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Bank Of New York Mellon Corp | Sell | -8,152 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Ubs Group Ag | Sell | -502 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about RSEE activity
Which institutional owners are buying RSEE?
Institutional owners buying RSEE 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 RSEE activity?
"Buy" means an investor increased their reported position in RSEE compared to the prior reporting period. This reflects growing exposure to RAREVIEW SYSTEMATIC EQUITY (RSEE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RSEE increasing?
Institutional interest in RSEE 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.