SMI 3Fourteen REAL Asset Allocation ETF (RAA) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for RAA. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 15 institutions reported holding RAA, with 8.5 million shares worth $250.4 million in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Smi Advisory Services | 7,643,624 | $226M | DECREASED |
| Eversource Wealth Advisors | 540,869 | $16M | INCREASED |
| Jacobi Capital Management | 60,534 | $2M | INCREASED |
| Ifp Advisors | 51,482 | $2M | INCREASED |
| Brookwood Investment Group | 40,075 | $1M | NEW |
Full institutional holdings, insider history, and congressional trades for SMI 3Fourteen REAL Asset Allocation ETF on SentiSense.