Who Owns SMI 3Fourteen REAL Asset Allocation ETF (RAA)?Hedge Fund & Institutional Holders
Institutional Holders
15
as of Q4 2025
Total Institutional Value
$1.8627400023045998e+56T
% of Float Held
—
QoQ Change in Holders
+7 / -1
Price History
RAA — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| SMI Advisory Services, LLC | Increased | +222K | +$12.4B |
| Straight Path Wealth Management | New Position | +19K | +$510.0M |
| Jacobi Capital Management LLC | New Position | +9K | +$257.0M |
| Blue Trust, Inc. | New Position | +197 | +$5.0M |
| JT Stratford LLC | Increased | +2K | +$61K |
| EVOLUTION WEALTH MANAGEMENT INC. | New Position | +2K | +$60K |
| EP Wealth Advisors, LLC | New Position | +17K | +$0 |
| Private Advisor Group, LLC | New Position | +25K | +$0 |
| MORGAN STANLEY | New Position | +2K | +$0 |
| GTS SECURITIES LLC | Increased | +20K | +$-1.1B |
| EverSource Wealth Advisors, LLC | Increased | +26K | +$-9.2B |
RAA — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| IFP Advisors, Inc | Decreased | -1K | -$375.7M |
| TCI Wealth Advisors, Inc. | Decreased | -165 | -$305.4M |
| UBS Group AG | Closed Position | -922 | -$25.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMI Advisory Services, LLC | 6,605,027 | $186.3B | 32.10% | Share |
| 2 | SMI Advisory Services, LLC | 817,194 | $23.0B | 3.97% | Share |
| 3 | IFP Advisors, Inc | 49,533 | $1.0B | 0.02% | Share |
| 4 | Straight Path Wealth Management | 18,588 | $510.0M | 0.14% | Share |
| 5 | Jacobi Capital Management LLC | 9,350 | $257.0M | 0.01% | Share |
| 6 | Sound Income Strategies, LLC | 484 | $13.0M | 0.00% | Share |
| 7 | EverSource Wealth Advisors, LLC | 363,866 | $10.0M | 0.00% | Share |
| 8 | Blue Trust, Inc. | 197 | $5.0M | 0.06% | Share |
| 9 | JT Stratford LLC | 45,443 | $1.2M | 0.16% | Share |
| 10 | GTS SECURITIES LLC | 60,021 | $1.0M | 0.03% | Share |
| 11 | TCI Wealth Advisors, Inc. | 11,103 | $305K | 0.02% | Share |
| 12 | EVOLUTION WEALTH MANAGEMENT INC. | 2,190 | $60K | 0.05% | Share |
| 13 | MORGAN STANLEY | 1,687 | $0 | 0.00% | Share |
| 14 | Private Advisor Group, LLC | 24,665 | $0 | 0.00% | Share |
| 15 | EP Wealth Advisors, LLC | 17,354 | $0 | 0.00% | Share |
RAA Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 14 | $211.1B | +6 |
| Q3 2025 | 8 | $208.9B | +0 |
| Q2 2025 | 8 | $188.8B | +0 |
| Q1 2025 | 8 | $167.1B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 15 institutional investors hold RAA (SMI 3Fourteen REAL Asset Allocation ETF). The largest holder is SMI Advisory Services, LLC with $186.3B in shares. This quarter, 7 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own RAA?
As of Q4 2025, 15 institutional investors report holding RAA (SMI 3Fourteen REAL Asset Allocation ETF) in their 13F filings.
Who is the largest institutional holder of RAA?
The largest institutional holder of RAA is SMI Advisory Services, LLC with $186.3B in shares.
Is institutional ownership of RAA increasing or decreasing?
This quarter, 7 institutions opened new positions in RAA and 1 closed their positions.