150 tracked 13F filers disclose a position in RAAX as of the latest SEC 13F filings, a combined $665.2M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $130.2M | 3.2M | ▲+77% Added · +1.4M sh | Q1 2026 | |
| 2 | CWM, LLC | $99.1M | 2.4M | ▲11× Added · +2.2M sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $43.3M | 1.1M | ▲22× Added · +1.0M sh | Q1 2026 | |
| 4 | Berger Financial Group, Inc | $37.9M | 956K | ▲+18% Added · +146K sh | Q2 2026 | |
| 5 | BEAM WEALTH ADVISORS, INC. | $28.5M | 717K | ▲+1.5% Added · +11K sh | Q2 2026 | |
| 6 | New England Private Wealth Advisors LLC | $24.3M | 605K | ▲+265% Added · +439K sh | Q2 2026 | |
| 7 | ASSETMARK, INC | $22.4M | 564K | ▲+39% Added · +157K sh | Q2 2026 | |
| 8 | Beaumont Financial Advisors, LLC | $14.0M | 353K | ▼−2.8% Reduced · −10K sh | Q2 2026 | |
| 9 | Bayshore Capital Advisors, LLC | $12.8M | 323K | ▲New +323K sh | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $11.4M | 281K | ▲24× Added · +269K sh | Q1 2026 | |
| 11 | Wilmington Savings Fund Society, FSB | $10.9M | 275K | ▲New +275K sh | Q2 2026 | |
| 12 | MinichMacGregor Wealth Management, LLC | $10.5M | 266K | ▲+1.0% Added · +3K sh | Q2 2026 | |
| 13 | Ancora Advisors LLC | $9.0M | 226K | ▲331× Added · +226K sh | Q2 2026 | |
| 14 | ERn Financial, LLC | $8.7M | 219K | ▲+4.2% Added · +9K sh | Q2 2026 | |
| 15 | Sanctuary Advisors, LLC | $8.1M | 204K | ▲+190% Added · +134K sh | Q2 2026 | |
| 16 | Visionary Wealth Advisors | $7.0M | 176K | ▲+76% Added · +76K sh | Q2 2026 | |
| 17 | RIVERSEDGE ADVISORS, LLC | $6.3M | 158K | ▼−0.9% Reduced · −1K sh | Q2 2026 | |
| 18 | Bryn Mawr Trust Advisors, LLC | $5.9M | 148K | ▲New +148K sh | Q2 2026 | |
| 19 | Black Swift Group, LLC | $5.8M | 147K | ▼−0.2% Reduced · −340 sh | Q2 2026 | |
| 20 | Main Street Financial Solutions, LLC | $5.8M | 146K | ▲+12% Added · +16K sh | Q2 2026 | |
| 21 | Snider Financial Group | $5.5M | 139K | ▲New +139K sh | Q2 2026 | |
| 22 | New Republic Capital, LLC | $5.2M | 131K | ▲+53% Added · +45K sh | Q2 2026 | |
| 23 | Beacon Bank & Trust | $5.0M | 127K | ▲15× Added · +118K sh | Q2 2026 | |
| 24 | AXXCESS WEALTH MANAGEMENT, LLC | $5.0M | 126K | ▲New +126K sh | Q2 2026 | |
| 25 | Darwin Wealth Management, LLC | $5.0M | 126K | ▲New +126K sh | Q2 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.
Last quarter, 15 funds opened a new position in RAAX and 28 added to an existing one, while 8 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).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 77 funds | $6.1B |
| MICROSOFT CORPMSFT | 77 funds | $3.1B |
| AMAZON.COM INCAMZN | 76 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 75 funds | $2.2B |
| NVIDIA CORPNVDA | 74 funds | $4.9B |
| BROADCOM INCAVGO | 74 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 73 funds | $2.0B |
| ELI LILLY & COLLY | 73 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 72 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 72 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 72 funds | $1.1B |
| CHEVRON CORPCVX | 72 funds | $565.6M |
Ranked by how many of RAAX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for RAAX
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RAAX/capital-change-brief"
Use Arkolith's capital_change_brief for RAAX. 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 RAAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.