Rareview Dynamic Fixed Incom
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 7 superinvestors own shares of Rareview Dynamic Fixed Incom (RDFI), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Rareview Dynamic Fixed Incom (RDFI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Rareview Dynamic Fixed Incom (RDFI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Rareview Dynamic Fixed Incom (RDFI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Andrew Endelman@Independent Wealth Network Inc.
| 1.7% | $6.669M 279,963 shares@ 23.83 avg price | Increased 5.58% |
Rachel Allison@Puff Wealth Management, Llc
| 2.57% | $2.52M 105,775 shares@ 23.83 avg price | Increased 357.25% |
Audrey R. Creak@Oregon Pacific Wealth Management, Llc
| 0.75% | $796,033 33,417 shares@ 23.83 avg price | Increased 8.11% |
Justin Jolly@Pfg Advisors
| 0.04% | $691,110 29,012 shares@ 23.83 avg price | New Position |
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.01% | $615,072 26,030 shares@ 23.63 avg price | New Position |
Charles Radlauer@Sound Income Strategies, Llc
| 0.02% | $351,887 14,772 shares@ 23.83 avg price | New Position |
Daniel Newman@Noble Wealth Management Pbc
| 0.1% | $219,822 9,228 shares@ 23.83 avg price | Decreased -0.29% |
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