Who Owns RAAX?
VanEck Real Assets ETF — Institutional Ownership & 13F Holdings
$41.54
-0.18 (-0.43%)
Market Cap
$199.5M
Shares Outstanding
4,864,180
Institutional Holders
42
Total Inst. Value
$39.7M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
10
Closed Positions
6
Increased
11
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BEAM WEALTH ADVISORS, INC. | $16.1M | 528,237 |
| 2 | Copley Financial Group, Inc. | $5.9M | 208,346 |
| 3 | Composition Wealth, LLC | $2.5M | 82,631 |
| 4 | AVALON CAPITAL MANAGEMENT | $2.3M | 77,079 |
| 5 | Essex Financial Services, Inc. | $1.9M | 62,195 |
| 6 | Austin Wealth Management, LLC | $1.9M | 61,532 |
| 7 | Magnus Financial Group LLC | $1.2M | 39,578 |
| 8 | ENTREWEALTH, LLC | $706K | 23,199 |
| 9 | Capital Investment Advisors, LLC | $695K | 22,829 |
| 10 | JOURNEY STRATEGIC WEALTH LLC | $642K | 21,090 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BEAM WEALTH ADVISORS, INC. | +24K | $16.1M |
| AVALON CAPITAL MANAGEMENT | +9K | $2.3M |
| Austin Wealth Management, LLC | +8K | $1.9M |
| Magnus Financial Group LLC | +3K | $1.2M |
| ENTREWEALTH, LLC | +14K | $706K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Composition Wealth, LLC | -23K | $2.5M |
| Mariner, LLC | -971 | $633K |
| MERCER GLOBAL ADVISORS INC /ADV | -657 | $265K |
| Stratos Wealth Partners, LTD. | -644 | $311K |
| SENTINEL PENSION ADVISORS, LLC | -610 | $522K |
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Frequently Asked Questions
How many institutional investors hold RAAX?
As of Q1 2025, 42 institutional investors report holding RAAX (VanEck Real Assets ETF) in their 13F filings.
Which hedge fund owns the most RAAX?
The largest institutional holder of RAAX is BEAM WEALTH ADVISORS, INC. with $16.1M in shares.
Are institutions buying or selling RAAX?
This quarter, 10 institutions opened new positions in RAAX and 6 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.