RAA

Smi 3FOURTEEN RL Asst Alloc
UnclassifiedUSCUSIP 26923N397◍ Confluence graph
Tracked 13F Holders
7
+1 QoQ
13F Value (tracked)
$4.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 0 trimming
Insider net (180d)$0
Price history not yet available for RAA.
Build

Use RAA data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns RAA

This stock page is the Follow view. The Build view lets your agent query RAA owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RAA"
Ask your agent
Use Arkolith to show who owns RAA,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

7 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1IFP Advisors, Inc
$1.4M
51K
+3.1%
Added · +2K sh
Q1 2026
2Jacobi Capital Management LLC
$848K
31K
+228%
Added · +21K sh
Q1 2026
3Private Advisor Group, LLC
$728K
26K
+6.9%
Added · +2K sh
Q1 2026
4EP Wealth Advisors, LLC
$501K
18K
+4.5%
Added · +789 sh
Q1 2026
5TCI Wealth Advisors, Inc.
$307K
11K
+0.2%
Added · +22 sh
Q1 2026
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$283K
10K
+70%
Added · +4K sh
Q1 2026
7Sound Income Strategies, LLC
$13K
484
Held
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.

Fund activity: latest quarter

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

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

11 funds+5 since Q1 2025
0611Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $19.3M

Funds that own RAA also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV8 funds$3.5B
VANGUARD VALUE ETFVTV8 funds$2.2B
ISHARES CORE U.S. AGGREGATEAGG8 funds$2.1B
VANGUARD GROWTH ETFVUG8 funds$2.1B
MICROSOFT CORPMSFT8 funds$1.5B
APPLE INCAAPL8 funds$1.4B
AMAZON.COM INCAMZN8 funds$1.2B
VANGUARD FTSE EMERGING MARKEVWO8 funds$1.2B
ALPHABET INC-CL AGOOGL8 funds$1.1B
VANGUARD S&P 500 ETFVOO8 funds$1.1B
NVIDIA CORPNVDA8 funds$1.0B
SS SPDR S&P 500 ETF TRUST-USSPY8 funds$1.0B

Ranked by how many of RAA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.