Among active 13F managers last quarter, 1 opened and 3 added, while none reduced or exited; the largest holder to move was Belpointe Asset Management LLC (+22%).
10 tracked 13F filers disclose a position in RTRE as of the latest SEC 13F filings, a combined $39.3M 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 | 1.4M | $35.5M | ▲+22% Added · +257K sh | Q1 2026 | |
| 2 | Oregon Pacific Wealth Management, LLC | 49K | $1.2M | ▼−17% Reduced · −10K sh | Q2 2026 | |
| 3 | Citadel Advisors LLC | 34K | $837K | ▲+77% Added · +15K sh | Q2 2026 | |
| 4 | PFG Advisors | 30K | $744K | ▲+272% Added · +22K sh | Q2 2026 | |
| 5 | Independent Wealth Network Inc. | 27K | $678K | ▲+0.4% Added · +98 sh | Q2 2026 | |
| 6 | Jane Street Group, LLC | 10K | $243K | ▼−33% Reduced · −5K sh | Q1 2026 | |
| 7 | Morgan Stanley | 4K | $98K | ▲4k× Added · +4K sh | Q1 2026 | |
| 8 | UBS Group AG | 59 | $1K | ▼−56% Reduced · −76 sh | Q1 2026 | |
| 9 | AE Wealth Management LLC | 7 | $175 | —Held | Q1 2026 | |
| 10 | Arax Advisory Partners | 4 | $100 | ▲New +4 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, 1 fund opened a new position in RTRE and 3 added to an existing one, while none reduced or exited. 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 | 4 funds | $13.6B |
| Amazon.com IncAMZN | 4 funds | $2.8B |
| Nvidia CorpNVDA | 4 funds | $2.8B |
| Apple IncAAPL | 4 funds | $2.6B |
| Microsoft CorpMSFT | 4 funds | $1.6B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.2B |
| Broadcom IncAVGO | 4 funds | $1.2B |
| Eli Lilly & CoLLY | 4 funds | $1.2B |
| BlackRock IncBLK | 4 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 4 funds | $1.1B |
| Advanced Micro DevicesAMD | 4 funds | $987.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $858.5M |
Ranked by how many of RTRE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RTRE.
| Class | 13F holders | Value held |
|---|---|---|
| SPCKTHE SPAC AND NEW | 17 funds | $20.8M |
| RDFIRAREVIEW DYNAMIC | 14 funds | $37.5M |
| RSEERAREVIEW SYS EQT | 13 funds | $42.5M |
| RTREthis pageRAREVIEW 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 RTRE
This ETF 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/RTRE/capital-change-brief"
Use Arkolith's capital_change_brief for RTRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RTRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.