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SMI 3Fourteen REAL Asset Allocation ETF (RAA) Institutional Ownership

$29.62 +0.23 (+0.78%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for SMI 3Fourteen REAL Asset Allocation ETF (NASDAQ:RAA)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$8.99M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$23.73K
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RAA Institutional Buying and Selling by Quarter

SMI 3Fourteen REAL Asset Allocation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/6/2026EverSource Wealth Advisors LLC363,866$10.00M0.4%+7.7%1.686%
12/2/2025 IFP Advisors Inc50,701$1.38M0.0%-1.7%0.243%
11/10/2025EverSource Wealth Advisors LLC337,882$9.17M0.4%+13.8%1.622%
8/13/2025EverSource Wealth Advisors LLC297,019$7.61M0.3%+1.8%1.531%
5/13/2025EverSource Wealth Advisors LLC291,830$7.03M0.4%N/A1.675%


RAA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RAA shares?

During the previous two years, the following institutional investors and hedge funds held shares of SMI 3Fourteen REAL Asset Allocation ETF shares: EverSource Wealth Advisors LLC ($10.00M), IFP Advisors Inc ($1.38M).Learn more on SMI 3Fourteen REAL Asset Allocation ETF's institutional investors.

Which institutional investors have been buying SMI 3Fourteen REAL Asset Allocation ETF's stock?

The following institutional investors have purchased SMI 3Fourteen REAL Asset Allocation ETF's stock in the last 24 months: EverSource Wealth Advisors LLC ($363.87K).

How much institutional buying is happening at SMI 3Fourteen REAL Asset Allocation ETF?

Institutional investors have bought a total of 363,866 shares in the last 24 months. This purchase volume represents approximately $8.99M in transactions.

Which of SMI 3Fourteen REAL Asset Allocation ETF's major shareholders have been selling company stock?

The following institutional investors have sold SMI 3Fourteen REAL Asset Allocation ETF stock in the last 24 months: IFP Advisors Inc ($874.00).

How much institutional selling is happening at SMI 3Fourteen REAL Asset Allocation ETF?

Institutional investors have sold a total of 874 shares in the last 24 months. This volume of shares sold represents approximately $23.73K in transactions.



This page (NASDAQ:RAA) was last updated on 5/5/2026 by MarketBeat.com Staff.
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