RAA Institutional Ownership & Shareholders
SMI 3FOURTEEN RL ASST ALLOC (RAA) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $238.22M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Smi Advisory Services, Llc is currently the largest disclosed institutional shareholder of RAA tracked by InsiderSet, reporting ownership valued at approximately $229.88M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $224.54M, representing an estimated loss of -2.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed RAA value among the investors covered in this analysis. Major shareholders include Smi Advisory Services, Llc, Jacobi Capital Management Llc, Ifp Advisors, Inc, and several other long-term asset managers with concentrated positions in SMI 3FOURTEEN RL ASST ALLOC (RAA).
This page ranks the largest institutional RAA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
15
Total Reported Value
$238.22M
Largest Holder
Smi Advisory Services, Llc
Largest Position
$229.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Smi Advisory Services, Llc | 36.69% | 7,575,567 | $229,877,571 | $224,540,563 | -$5,337,008 | -2.32% | |
| Jacobi Capital Management Llc | 0.09% | 60,534 | $1,785,010 | $1,794,234 | +$9,224 | +0.52% | |
| Ifp Advisors, Inc | 0.03% | 50,887 | $1,522,112 | $1,508,296 | -$13,816 | -0.91% | |
| Brookwood Investment Group Llc | 0.14% | 40,075 | $1,181,716 | $1,187,827 | +$6,111 | +0.52% | |
| Jt Stratford Llc | 0.13% | 38,688 | $1,140,816 | $1,146,716 | +$5,900 | +0.52% | |
| Virtu Financial Llc | 0.02% | 19,420 | $573,000 | $575,611 | +$2,611 | +0.46% | |
| Straight Path Wealth Management | 0.12% | 18,588 | $555,997 | $550,950 | -$5,047 | -0.91% | |
| Ep Wealth Advisors, Llc | 0.00% | 18,150 | $535,189 | $537,968 | +$2,779 | +0.52% | |
| Tci Wealth Advisors, Inc. | 0.01% | 11,208 | $335,257 | $332,206 | -$3,051 | -0.91% | |
| Gts Securities Llc | 0.01% | 10,416 | $307,147 | $308,731 | +$1,584 | +0.52% | |
| Jane Street Group, Llc | 0.00% | 7,211 | $212,635 | $213,735 | +$1,100 | +0.52% | |
| Blue Trust, Inc. | 0.00% | 3,906 | $116,832 | $115,774 | -$1,058 | -0.91% | |
| Evolution Wealth Management Inc. | 0.04% | 2,190 | $65,506 | $64,912 | -$594 | -0.91% | |
| Abound Wealth Management | 0.00% | 400 | $11,965 | $11,856 | -$109 | -0.91% | |
| Ubs Group Ag | 0.00% | 1 | $29 | $30 | +$1 | +2.21% |
Frequently asked questions about RAA
Who are the largest institutional holders of RAA?
The largest institutional holders of RAA reported in the latest SEC Form 13F filings include Smi Advisory Services, Llc, Jacobi Capital Management Llc, Ifp Advisors, Inc, Brookwood Investment Group Llc, and Jt Stratford Llc. InsiderSet ranks institutional holders by their latest reported RAA position.
What is RAA institutional ownership?
This page tracks RAA positions reported by institutional investment managers through SEC Form 13F. SMI 3FOURTEEN RL ASST ALLOC (RAA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RAA?
InsiderSet currently tracks 15 institutional managers reporting RAA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RAA shareholders.
How much RAA stock do institutions own?
Institutional investment managers disclosed approximately $238.22M in RAA holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RAA institutional ownership last updated?
The latest RAA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RAA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RAA position after the reporting date.
Are institutions buying or selling RAA?
Institutional buying and selling can be analyzed by comparing RAA positions across consecutive 13F reporting periods. InsiderSet's RAA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RAA ownership changes.
How has RAA institutional ownership changed over time?
InsiderSet tracks RAA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.