Who Owns Rareview Dynamic Fixed Income ETF (RDFI)?Hedge Fund & Institutional Holders
Institutional Holders
12
as of Q4 2025
Total Institutional Value
$1.4990512210001e+21T
% of Float Held
—
QoQ Change in Holders
+6 / -3
Price History
RDFI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Belpointe Asset Management LLC | New Position | +627K | +$15.0M |
| PUFF WEALTH MANAGEMENT, LLC | New Position | +23K | +$554K |
| Latitude Advisors, LLC | New Position | +19K | +$456K |
| Noble Wealth Management PBC | New Position | +8K | +$187K |
| AE Wealth Management LLC | New Position | +5 | +$0 |
| BlackRock, Inc. | New Position | +2K | +$0 |
| Cambridge Investment Research Advisors, Inc. | Increased | +19K | +$-491K |
| Private Advisor Group, LLC | Increased | +29K | +$-778.2M |
| Independent Wealth Network Inc. | Increased | +25K | +$-4.6B |
RDFI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | Decreased | -58K | -$3.3B |
| Wealthcare Advisory Partners LLC | Closed Position | -127K | -$3.1B |
| Astoria Portfolio Advisors LLC. | Closed Position | -61K | -$1.5B |
| Integrated Wealth Concepts LLC | Decreased | -17 | -$594.5M |
| MORGAN STANLEY | Decreased | -1K | -$31.4M |
| UBS Group AG | Closed Position | -35 | -$850K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 626,955 | $15.0M | 0.54% | Share |
| 2 | Independent Wealth Network Inc. | 214,225 | $5.1M | 1.56% | Share |
| 3 | OSAIC HOLDINGS, INC. | 78,003 | $1.0M | 0.00% | Share |
| 4 | Private Advisor Group, LLC | 60,894 | $1.0M | 0.00% | Share |
| 5 | PUFF WEALTH MANAGEMENT, LLC | 23,133 | $554K | 0.72% | Share |
| 6 | Latitude Advisors, LLC | 19,096 | $456K | 0.20% | Share |
| 7 | Noble Wealth Management PBC | 7,847 | $187K | 0.09% | Share |
| 8 | Cambridge Investment Research Advisors, Inc. | 38,766 | $0 | 0.00% | Share |
| 9 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 10 | AE Wealth Management LLC | 5 | $0 | 0.00% | Share |
| 11 | BlackRock, Inc. | 2,000 | $0 | 0.00% | Share |
| 12 | Integrated Wealth Concepts LLC | 24,463 | $0 | 0.00% | Share |
RDFI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $23.3M | +3 |
| Q3 2025 | 9 | $13.8B | -3 |
| Q2 2025 | 12 | $21.0B | +1 |
| Q1 2025 | 11 | $23.8B | +0 |
| Q4 2024 | 11 | $2.8T | +3 |
| Q3 2024 | 8 | $17.8T | +3 |
| Q2 2024 | 5 | $12.2T | -2 |
| Q1 2024 | 7 | $9.6T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 12 institutional investors hold RDFI (Rareview Dynamic Fixed Income ETF). The largest holder is Belpointe Asset Management LLC with $15.0M in shares. This quarter, 6 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own RDFI?
As of Q4 2025, 12 institutional investors report holding RDFI (Rareview Dynamic Fixed Income ETF) in their 13F filings.
Who is the largest institutional holder of RDFI?
The largest institutional holder of RDFI is Belpointe Asset Management LLC with $15.0M in shares.
Is institutional ownership of RDFI increasing or decreasing?
This quarter, 6 institutions opened new positions in RDFI and 3 closed their positions.