RTRE Institutional Ownership & Shareholders
RAREVIEW TOTAL RETURN BD ETF (RTRE) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $44.16M 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 RTRE tracked by InsiderSet, reporting ownership valued at approximately $38.32M 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 $36.81M, representing an estimated loss of -3.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed RTRE value among the investors covered in this analysis. Major shareholders include Belpointe Asset Management Llc, Wells Fargo & Company/Mn, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in RAREVIEW TOTAL RETURN BD ETF (RTRE).
This page ranks the largest institutional RTRE 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
9
Total Reported Value
$44.16M
Largest Holder
Belpointe Asset Management Llc
Largest Position
$38.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
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 | 1.25% | 1,533,269 | $38,316,431 | $36,809,342 | -$1,507,089 | -3.93% | |
| Wells Fargo & Company/Mn | 0.00% | 58,967 | $1,473,585 | $1,415,627 | -$57,958 | -3.93% | |
| Goldman Sachs Group Inc | 0.00% | 56,026 | $1,400,090 | $1,345,022 | -$55,068 | -3.93% | |
| Citadel Advisors Llc | 0.00% | 33,511 | $837,440 | $804,502 | -$32,938 | -3.93% | |
| Pfg Advisors | 0.04% | 29,840 | $704,224 | $716,372 | +$12,148 | +1.73% | |
| Independent Wealth Network Inc. | 0.16% | 26,478 | $624,881 | $635,660 | +$10,779 | +1.72% | |
| World Investment Advisors | 0.01% | 21,626 | $541,414 | $519,178 | -$22,236 | -4.11% | |
| Susquehanna International Group, Llp | 0.00% | 10,389 | $259,621 | $249,410 | -$10,211 | -3.93% | |
| Arax Advisory Partners | 0.00% | 4 | $100 | $96 | -$4 | -3.97% |
Frequently asked questions about RTRE
Who are the largest institutional holders of RTRE?
The largest institutional holders of RTRE reported in the latest SEC Form 13F filings include Belpointe Asset Management Llc, Wells Fargo & Company/Mn, Goldman Sachs Group Inc, Citadel Advisors Llc, and Pfg Advisors. InsiderSet ranks institutional holders by their latest reported RTRE position.
What is RTRE institutional ownership?
This page tracks RTRE positions reported by institutional investment managers through SEC Form 13F. RAREVIEW TOTAL RETURN BD ETF (RTRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RTRE?
InsiderSet currently tracks 9 institutional managers reporting RTRE 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 RTRE shareholders.
How much RTRE stock do institutions own?
Institutional investment managers disclosed approximately $44.16M in RTRE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RTRE institutional ownership last updated?
The latest RTRE 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 RTRE 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 RTRE position after the reporting date.
Are institutions buying or selling RTRE?
Institutional buying and selling can be analyzed by comparing RTRE positions across consecutive 13F reporting periods. InsiderSet's RTRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RTRE ownership changes.
How has RTRE institutional ownership changed over time?
InsiderSet tracks RTRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.