§ EQUITY
USDRDFI
RAREVIEW DYNAMIC FIXED INCOM
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
15 increased/new, 2 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Belpointe Asset Management LLC | 723K | 0.6% | +15% |
| Independent Wealth Network Inc. | 265K | 1.8% | +24% |
| Astoria Portfolio Advisors LLC. | 205K | 1.0% | +76% |
| MML INVESTORS SERVICES, LLC | 78K | 0.0% | n/a |
| Private Advisor Group, LLC | 60K | 0.0% | −2% |
| Oregon Pacific Wealth Management, LLC | 31K | 0.7% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for RDFI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.9% · 12 holders
PASSIVE / INDEX0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for RDFI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention RDFI yet.