DOSSIER · 13F Holders · Q2 2026
RFXIX

Rational Special Situati Ons Income Instl

2 institutions still hold Rational Special Situati Ons Income Instl as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 628255432·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$321K
visible holders
Holders
2
filers reporting
Concentration
87.21%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported RFXIX in Q2 2026. Ethos Financial Group, LLC leads at 87.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Ethos Financial Group, LLC
CIK 0001954242
$280K16K0.02%Q2 2026
02
Motiv8 Investments LLC
CIK 0002024873
$41K2K0.02%Q4 2025