SMI 3FOURTEEN RL ASST ALLOC (RAA) Institutional Ownership and Insiders Activity

SMI 3FOURTEEN RL ASST ALLOC (RAA) is widely held by institutional investors, with 15 firms reporting positions valued at approximately $238.22M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Smi Advisory Services, Llc is the largest disclosed holder, reporting approximately $229.88M in RAA holdings in its latest filing.

Institutional ownership remains highly concentrated, with Smi Advisory Services, Llc representing the majority of disclosed value.