Rareview Systematic Equity
RSEE • BATS
Rareview Systematic Equity is an exchange-traded fund on BATS. As of Q3 2025, 12 institutional investors hold shares in this ETF, with total holdings valued at $41.1M. Belpointe Asset Management LLC is the largest holder with a position valued at $30.1M.
Overview
Overview of institutional ownership in RSEE as of Q3 2025
All Institutions
- Institutions
- 12
- Value Held
- $41.1M
- Shares Held
- 1.2M
- Avg Position
- $3.4M
- Median Position
- $521.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in RSEE as of Q3 2025
| Institution | Position Value |
|---|---|
 Belpointe Asset Management LLC RIA/Wealth | $30.1M 1.16% of portfolio |
 Clear Creek Financial Management, LLC RIA/Wealth | $6.6M 0.58% of portfolio |
 Janney Montgomery Scott LLC RIA/Wealth | $1.5M 0.00% of portfolio |
G GTS SECURITIES LLC Institution | $1.0M 0.04% of portfolio |
 Ascension Capital Advisors, Inc. RIA/Wealth | $714.6K 0.28% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $627.0K 0.01% of portfolio |
 Able Wealth Management LLC RIA/Wealth | $416.6K 0.16% of portfolio |
A Advisor Group Holdings, Inc. Institution | $42.7K 0.00% of portfolio |
 MAI Wealth Advisors RIA/Wealth | $19.5K 0.00% of portfolio |
 Geneos Wealth Management Inc. RIA/Wealth | $8.3K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for RSEE in Q3 2025
- Traded
- −$1.3M
- Buyers
- 4
- Sellers
- 8
- Total Bought
- +$970.5K
- Total Sold
- −$2.3M
- Avg Position
- $2.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
G GTS SECURITIES LLC Institution | +$763.3K +23.1K shares |
Able Wealth Management LLC RIA/Wealth | +$96.2K +2.9K shares |
A ATRIA INVESTMENTS LLC Institution | +$91.5K +2.8K shares |
MAI Wealth Advisors RIA/Wealth | +$19.5K +589.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Clear Creek Financial Management, LLC RIA/Wealth | −$1.6M −49.2K shares |
Belpointe Asset Management LLC RIA/Wealth | −$335.5K −10.1K shares |
 Wealthcare Advisory Partners LLC RIA/Wealth | −$249.7K −8.2K shares |
 Nova Wealth Management, Inc. RIA/Wealth | −$57.1K −1.9K shares |
 UBS Group AG Institution | −$16.2K −489.0 shares |
Ascension Capital Advisors, Inc. RIA/Wealth | −$10.6K −320.0 shares |
Janney Montgomery Scott LLC RIA/Wealth | −$661.6 −20.0 shares |
 BARTLETT & CO. WEALTH MANAGEMENT LLC RIA/Wealth | −$394.0 −13.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited RSEE in Q3 2025
- New Positions
- 1
- New Value
- $19.5K
- Exited Positions
- 3
- Exited Value
- $307.2K
New Positions
| Institution | Position Value |
|---|---|
MAI Wealth Advisors RIA/Wealth | $19.5K 589.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Wealthcare Advisory Partners LLC RIA/Wealth | $249.7K 8.2K shares |
Nova Wealth Management, Inc. RIA/Wealth | $57.1K 1.9K shares |
BARTLETT & CO. WEALTH MANAGEMENT LLC RIA/Wealth | $394.0 13.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in RSEE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with RSEE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Belpointe Asset Management LLC RIA/Wealth | 1.16% $30.1M |
Clear Creek Financial Management, LLC RIA/Wealth | 0.58% $6.6M |
Ascension Capital Advisors, Inc. RIA/Wealth | 0.28% $714.6K |
Able Wealth Management LLC RIA/Wealth | 0.16% $416.6K |
G GTS SECURITIES LLC Institution | 0.04% $1.0M |
A ATRIA INVESTMENTS LLC Institution | 0.01% $627.0K |
Janney Montgomery Scott LLC RIA/Wealth | 0.00% $1.5M |
Geneos Wealth Management Inc. RIA/Wealth | 0.00% $8.3K |
MAI Wealth Advisors RIA/Wealth | 0.00% $19.5K |
A Advisor Group Holdings, Inc. Institution | 0.00% $42.7K |