Who Owns RTAI?
Rareview Tax Advantaged Income ETF — Institutional Ownership & 13F Holdings
$21.21
-0.04 (-0.17%)
Market Cap
$18.8M
Shares Outstanding
847,155
Institutional Holders
7
Total Inst. Value
$1.5M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
1
Closed Positions
1
Increased
3
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $600K | 28,306 |
| 2 | SANDERS MORRIS HARRIS LLC | $456K | 21,434 |
| 3 | OSAIC HOLDINGS, INC. | $263K | 12,382 |
| 4 | GTS SECURITIES LLC | $200K | 9,448 |
| 5 | AE Wealth Management LLCNew | $5K | 233 |
| 6 | UBS Group AG | $5K | 222 |
| 7 | MORGAN STANLEY | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SANDERS MORRIS HARRIS LLC | +283 | $456K |
| OSAIC HOLDINGS, INC. | +8K | $263K |
| AE Wealth Management LLCNew | +233 | $5K |
| UBS Group AG | +214 | $5K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GTS SECURITIES LLC | -9K | $200K |
| Belpointe Asset Management LLC | -7K | $600K |
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Frequently Asked Questions
How many institutional investors hold RTAI?
As of Q1 2025, 7 institutional investors report holding RTAI (Rareview Tax Advantaged Income ETF) in their 13F filings.
Which hedge fund owns the most RTAI?
The largest institutional holder of RTAI is Belpointe Asset Management LLC with $600K in shares.
Are institutions buying or selling RTAI?
This quarter, 1 institutions opened new positions in RTAI and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.