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Rareview Systematic Equity (RSEE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Atria Investments, Inc
INCREASED
Shares19,520 from 19,403
Change+117 (+1%)
Value$757.8K (-$9.6K)
Filed 2026-10-15
Able Wealth Management LLC
DECREASED
Shares12,844 from 15,114
Change-2,270 (-15%)
Value$508.5K (-$89.3K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares3,254 from 411
Change+2,843 (+692%)
Value$126.3K (+$110.1K)
Filed 2026-10-08
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 166,376
Change-166,376 (-100%)
Value$0 (-$6.6M)
Filed 2026-10-28
Belpointe Asset Management LLC
N/A
Shares— from 899,520
Change-899,520 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 70,527
Change-70,527 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 49,399
Change-49,399 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 48,694
Change-48,694 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 28,065
Change-28,065 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 252
Change-252 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Atria Investments, Inc
INCREASED19,52019,403+117+1%$767.4K$757.8K-$9.6K2026-10-15
Able Wealth Management LLC
DECREASED12,84415,114-2,270-15%$597.8K$508.5K-$89.3K2026-10-13
Farther Finance Advisors, LLC
INCREASED3,254411+2,843+692%$16.3K$126.3K+$110.1K2026-10-08
Clear Creek Financial Management, LLC
CLOSED0166,376-166,376-100%$6.6M$0-$6.6M2026-10-28
Belpointe Asset Management LLC
N/A—899,520-899,520-100%$35.6M———
Janney Montgomery Scott LLC
N/A—70,527-70,527-100%$2.8M———
Ascension Capital Advisors, Inc.
N/A—49,399-49,399-100%$2.0M———
Wells Fargo & Company
N/A—48,694-48,694-100%$1.9M———
Wealthedge Investment Advisors, LLC
N/A—28,065-28,065-100%$1.1M———
Osaic Holdings, Inc.
N/A—1,225-1,225-100%$48.4K———
JPMorgan Chase & Co
N/A—252-252-100%$9.8K———
Geneos Wealth Management Inc.
N/A—150-150-100%$5.9K———
AE Wealth Management LLC
N/A—9-9-100%$356———
Arax Advisory Partners
N/A—3-3-100%$119———
Showing 14 of 14 institutions