RAA

Smi 3FOURTEEN RL Asst AllocETF
UnclassifiedUSCUSIP 26923N397◍ Confluence graph
Tracked 13F Holders
14
-6 QoQ
13F Value (tracked)
$248.5M
13F Moves · latest Q
4 added
2 trimmed
Recent Filings
4

Who owns RAA?

14 tracked 13F filers

14 tracked 13F filers disclose a position in RAA as of the latest SEC 13F filings, a combined $248.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1SMI Advisory Services, LLC
$226.1M
7.6M
−0.2%
Reduced · −12K sh
Q2 2026
2EverSource Wealth Advisors, LLC
$13.8M
499K
+37%
Added · +136K sh
Q1 2026
3Jacobi Capital Management LLC
$1.8M
61K
+97%
Added · +30K sh
Q2 2026
4IFP Advisors, Inc
$1.5M
51K
+0.8%
Added · +430 sh
Q2 2026
5JT Stratford LLC
$1.2M
43K
−6.1%
Reduced · −3K sh
Q1 2026
6Brookwood Investment Group LLC
$1.2M
40K
New
+40K sh
Q2 2026
7JANE STREET GROUP, LLC
$1.1M
39K
New
+39K sh
Q1 2026
8Straight Path Wealth Management
$548K
19K
Held
Q2 2026
9EP Wealth Advisors, LLC
$535K
18K
~0%
Added · +7 sh
Q2 2026
10TCI Wealth Advisors, Inc.
$329K
11K
+0.3%
Added · +37 sh
Q2 2026
11SUSQUEHANNA INTERNATIONAL GROUP, LLP
$270K
10K
New
+10K sh
Q1 2026
12Blue Trust, Inc.
$115K
4K
Added
Added · +4K sh
Q2 2026
13EVOLUTION WEALTH MANAGEMENT INC.
$65K
2K
Held
Q2 2026
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$50K
2K
905×
Added · +2K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is RAA being bought or sold by institutions?

Last quarter, 1 fund opened a new position in RAA and 3 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
3
funds
Reduced
2
funds
Exited
0
funds

Funds that own RAA also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY6 funds$374.8M
APPLE INCAAPL6 funds$263.8M
VANGUARD S&P 500 ETFVOO6 funds$262.2M
NVIDIA CORPNVDA6 funds$258.1M
ISHARES CORE S&P 500 ETFIVV6 funds$148.4M
ELI LILLY & COLLY6 funds$143.4M
VANGUARD DIVIDEND APPREC ETFVIG6 funds$54.6M
EXXONMOBIL HOLDINGS CORPXOM6 funds$47.9M
VANGUARD TOTAL BOND MARKETBND6 funds$33.5M
SS TECHNOLOGY SELECT SECTORXLK6 funds$29.8M
SS ENERGY SELECT SECTORXLE6 funds$25.8M
VANGUARD VALUE ETFVTV6 funds$24.9M

Ranked by how many of RAA's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

9 funds+1 since Q1 2025
0815Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $232.2M

Share classes

Class13F holdersValue held
ACVFmc56 funds$39.6M
VSLUMF Closed and MF Open50 funds$449.4M
FEPImc46 funds$28.0M
MSTUT-REX 2X LONG MS38 funds$12.6M
TSPYTAPPALPHA SPY GR29 funds$40.5M
AIPIREX AI EQUITY PR23 funds$6.9M
XRPRREX OSPREY XRP23 funds$5.4M
DYFIIDX DYNAMIC FIXE19 funds$58.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

4 shown

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Connected entities for RAA

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Ask your agent what changed in RAA

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RAA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RAA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RAA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.