Among active 13F managers last quarter, 2 opened and 4 added, while 1 reduced; the largest holder to move was Belpointe Asset Management LLC (+5.5%). No recent Form 4 insider filings for RSEE.
Funds lean in and no leg opposes.
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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 942K | $30.8M | ▲+5.5% Added · +49K sh | Q1 2026 | |
| 2 | Clear Creek Financial Management, LLC | 166K | $6.6M | ▼−15% Reduced · −29K sh | Q2 2026 | |
| 3 | Ascension Capital Advisors, Inc. | 49K | $2.0M | ▲+1.2% Added · +604 sh | Q2 2026 | |
| 4 | Wealthedge Investment Advisors, LLC | 28K | $1.1M | ▲New +28K sh | Q2 2026 | |
| 5 | Atria Investments, Inc | 19K | $767K | ▲+1.3% Added · +255 sh | Q2 2026 | |
| 6 | Able Wealth Management LLC | 15K | $598K | ▼−4.6% Reduced · −728 sh | Q2 2026 | |
| 7 | GTS Securities LLC | 11K | $369K | ▲+3.2% Added · +356 sh | Q1 2026 | |
| 8 | Bank of New York Mellon Corp | 8K | $266K | ▲New +8K sh | Q1 2026 | |
| 9 | Osaic Holdings, Inc. | 1K | $40K | —Held | Q1 2026 | |
| 10 | UBS Group AG | 502 | $16K | ▲23× Added · +480 sh | Q1 2026 | |
| 11 | Geneos Wealth Management Inc. | 150 | $6K | ▼−40% Reduced · −100 sh | Q2 2026 | |
| 12 | AE Wealth Management LLC | 9 | $294 | —Held | Q1 2026 | |
| 13 | Arax Advisory Partners | 3 | $119 | ▲New +3 sh | Q2 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, 2 funds opened a new position in RSEE and 4 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 7 funds | $853.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $766.9M |
| Nvidia CorpNVDA | 7 funds | $670.7M |
| Apple IncAAPL | 7 funds | $669.7M |
| Microsoft CorpMSFT | 7 funds | $444.1M |
| Vanguard S&P 500 ETFVOO | 7 funds | $375.1M |
| Amazon.com IncAMZN | 7 funds | $353.5M |
| Alphabet Inc-CL CGOOG | 7 funds | $245.3M |
| Broadcom IncAVGO | 7 funds | $226.8M |
| JPMorgan Chase & CoJPM | 7 funds | $189.0M |
| Abbvie IncABBV | 7 funds | $95.1M |
| Walmart IncWMT | 7 funds | $94.6M |
Ranked by how many of RSEE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RSEE.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 5 | 3 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| SPCKTHE SPAC AND NEW | 17 funds | $20.8M |
| RDFIRAREVIEW DYNAMIC | 14 funds | $37.5M |
| RSEEthis pageRAREVIEW SYS EQT | 13 funds | $42.5M |
| RTRERAREVIEW TOTL RT | 10 funds | $39.3M |
| CNAVMOHR CO NAV ETF | 8 funds | $16.9M |
| SNAVMOHR SECTOR NAV | 8 funds | $13.0M |
| MFULMINDFUL CNSRVTV | 8 funds | $3.7M |
| RULEETF | 8 funds | $3.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for RSEE
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.