RDFI

Rareview Dynamic Fixed Incom

Latest period2026 - Q1Total superinvestors13

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 13 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

SuperinvestorPortfolio %Reported Value
Belena Vincetti@Belpointe Asset Management Llc
Recent Activity
Increased 15.38%
0.61%
$16.675M
723,349 shares@ 23.06 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Increased 23.79%
1.82%
$6.113M
265,184 shares@ 23.06 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
Increased 75.92%
1.04%
$4.866M
204,652 shares@ 23.78 avg price
Frank Rispoli@Mml Investors Services, Llc
Recent Activity
New Position
0.01%
$1.798M
77,982 shares@ 23.06 avg price
Danielle N Schaffer@Cambridge Investment Research Advisors, Inc.
Recent Activity
Increased 85.4%
0.01%
$1.657M
71,869 shares@ 23.06 avg price
James D Sullivan@Private Advisor Group, Llc
Recent Activity
Decreased -2.23%
0.01%
$1.372M
59,532 shares@ 23.06 avg price
Audrey R. Creak@Oregon Pacific Wealth Management, Llc
Recent Activity
New Position
0.75%
$712,588
30,911 shares@ 23.06 avg price
Ann L. Swartz@Integrated Wealth Concepts Llc
Recent Activity
Increased 11.78%
0.01%
$630,337
27,343 shares@ 23.06 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -67.56%
0.01%
$583,156
25,300 shares@ 23.05 avg price
Aryn Sands@Latitude Advisors, Llc
Recent Activity
Increased 7.78%
0.22%
$474,458
20,581 shares@ 23.06 avg price

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