CUSIP 19423L441RAREVIEW TOTL RTRTREQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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12 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 1.16M | $29.26M | +479.5K | Added |
| 2 | Astoria Portfolio Advisors LLC. | 332.1K | $8.52M | +104.6K | Added |
| 3 | Hobbs Group Advisors, LLC | 155.6K | $3.93M | +14.2K | Added |
| 4 | Puff Wealth Management, LLC | 34.7K | $874.4K |
| +23.3K |
| Added |
| 5 | Oregon Pacific Wealth Management, LLC | 31.3K | $790.0K | −5.9K | Reduced |
| 6 | Independent Wealth Network Inc. | 26.7K | $673.1K | +2.9K | Added |
| 7 | Latitude Advisors, LLC | 23.7K | $598.1K | +6.1K | Added |
| 8 | World Investment Advisors | 20.8K | $524.0K | +20.8K | New |
| 9 | Jane Street Group, LLC | 14.5K | $366.4K | +14.5K | New |
| 10 | Silverlake Wealth Management LLC | 11.7K | $296.2K | +11.7K | New |
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