Who Owns RAA?
SMI 3Fourteen REAL Asset Allocation ETF — Institutional Ownership & 13F Holdings
$29.35
+0.10 (+0.34%)
Market Cap
$510.1M
Shares Outstanding
18,773,773
Institutional Holders
8
Total Inst. Value
$167.1M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SMI Advisory Services, LLC | $157.3M | 7,015,342 |
| 2 | EverSource Wealth Advisors, LLC | $7.0M | 291,830 |
| 3 | IFP Advisors, Inc | $1.1M | 44,609 |
| 4 | Straight Path Wealth Management | $422K | 17,518 |
| 5 | EP Wealth Advisors, LLC | $407K | 16,874 |
| 6 | JANE STREET GROUP, LLC | $320K | 13,260 |
| 7 | UBS Group AG | $291K | 12,083 |
| 8 | TCI Wealth Advisors, Inc. | $269K | 11,165 |
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Frequently Asked Questions
How many institutional investors hold RAA?
As of Q1 2025, 8 institutional investors report holding RAA (SMI 3Fourteen REAL Asset Allocation ETF) in their 13F filings.
Which hedge fund owns the most RAA?
The largest institutional holder of RAA is SMI Advisory Services, LLC with $157.3M in shares.
Are institutions buying or selling RAA?
This quarter, 8 institutions opened new positions in RAA and 0 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.