13 tracked 13F filers disclose a position in RSEE as of the latest SEC 13F filings, a combined $42.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $30.8M | 942K | ▲+5.5% Added · +49K sh | Q1 2026 | |
| 2 | Clear Creek Financial Management, LLC | $6.6M | 166K | ▼−15% Reduced · −29K sh | Q2 2026 | |
| 3 | Ascension Capital Advisors, Inc. | $2.0M | 49K | ▲+1.2% Added · +604 sh | Q2 2026 | |
| 4 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.1M | 28K | ▲New +28K sh | Q2 2026 | |
| 5 | Atria Investments, Inc | $767K | 19K | ▲+1.3% Added · +255 sh | Q2 2026 | |
| 6 | Able Wealth Management LLC | $598K | 15K | ▼−4.6% Reduced · −728 sh | Q2 2026 | |
| 7 | GTS SECURITIES LLC | $369K | 11K | ▲+3.2% Added · +356 sh | Q1 2026 | |
| 8 | Bank of New York Mellon Corp | $266K | 8K | ▲New +8K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $40K | 1K | —Held | Q1 2026 | |
| 10 | MAI Capital Management | $19K | 589 | —Held | Q1 2026 | |
| 11 | UBS Group AG | $16K | 502 | ▲23× Added · +480 sh | Q1 2026 | |
| 12 | Geneos Wealth Management Inc. | $8K | 250 | —Held | Q1 2026 | |
| 13 | AE Wealth Management LLC | $294 | 9 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in RSEE and 4 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $1.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $826.9M |
| APPLE INCAAPL | 3 funds | $780.3M |
| MICROSOFT CORPMSFT | 3 funds | $582.0M |
| NVIDIA CORPNVDA | 3 funds | $493.2M |
| VANGUARD FTSE DEVELOPED ETFVEA | 3 funds | $392.3M |
| ISHARES CORE S&P MIDCAP ETFIJH | 3 funds | $383.0M |
| AMAZON.COM INCAMZN | 3 funds | $366.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $355.9M |
| ALPHABET INC-CL AGOOGL | 3 funds | $340.4M |
| VANGUARD S&P 500 ETFVOO | 3 funds | $330.3M |
| ISHARES CORE MSCI EAFE ETFIEFA | 3 funds | $302.9M |
Ranked by how many of RSEE's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RSEE/capital-change-brief"
Use Arkolith's capital_change_brief for RSEE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RSEE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.