Rareview Dynamic Fixed Income ETF (RDFI)
ETF ยท Cboe BZX
Rareview Dynamic Fixed Income ETF (RDFI) is an exchange-traded fund listed on Cboe BZX, where it has traded since October 20, 2020.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- October 20, 2020
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 19 institutions reported holding RDFI, with 1.8 million shares worth $43.5 million in aggregate. The largest reported holder was Belpointe Asset Management, with 730,740 shares worth $17.4 million. Of the 5 largest holders listed below, 1 opened a new position in RDFI and 4 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Belpointe Asset Management | 730,740 | $17M | Added 1.02% |
| Independent Wealth Network | 279,963 | $7M | Added 5.57% |
| Astoria Portfolio Advisors LLC | 277,108 | $7M | Added 35.4% |
| Mml Investors Services | 114,013 | $3M | Added 46.2% |
| Puff Wealth Management | 105,775 | $3M | New position |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is RDFI?
Rareview Dynamic Fixed Income ETF (RDFI) is an exchange-traded fund listed on Cboe BZX, where it has traded since October 20, 2020.
Who are the largest institutional holders of RDFI?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of RDFI were Belpointe Asset Management, Independent Wealth Network and Astoria Portfolio Advisors LLC.
How many institutions own RDFI?
19 institutions reported a position in RDFI for the quarter ended June 30, 2026, worth $43.5 million in total.
Did institutions buy or sell RDFI last quarter?
Of the 5 largest reported holders, 1 opened a new position in RDFI and 4 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for RDFI.
Every reported institutional holder, plus insider and congressional trades in RDFI, on SentiSense.