13 institutions reported holding $42.5M of RAREVIEW SYSTEMATIC EQUITY (RSEE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Belpointe Asset Management LLC ($30.8M), Clear Creek Financial Management, LLC ($6.4M), Janney Montgomery Scott LLC ($1.9M), Ascension Capital Advisors, Inc. ($1.6M), Atria Investments, Inc ($625,232). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $30.8M | 942,019 | Added |
| 2 | Clear Creek Financial Management, LLC | $6.4M | 195,675 | Trimmed |
| 3 | Janney Montgomery Scott LLC | $1.9M | 57,854 | Added |
| 4 | Ascension Capital Advisors, Inc. | $1.6M | 48,795 | Added |
| 5 | Atria Investments, Inc | $625,232 | 19,148 | Added |
| 6 | Able Wealth Management LLC | $517,288 | 15,842 | Trimmed |
| 7 | GTS SECURITIES LLC | $369,469 | 11,315 | Added |
| 8 | Bank of New York Mellon Corp | $266,183 | 8,152 | New |
| 9 | OSAIC HOLDINGS, INC. | $39,996 | 1,225 | Hold |
| 10 | MAI Capital Management | $19,233 | 589 | Hold |
| 11 | UBS Group AG | $16,392 | 502 | Added |
| 12 | Geneos Wealth Management Inc. | $8,163 | 250 | Hold |
| 13 | AE Wealth Management LLC | $294 | 9 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31