SMI 3FOURTEEN RL ASST ALLOC (RAA) Institutional Ownership Changes & 13F Activity
SMI 3FOURTEEN RL ASST ALLOC (RAA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Brookwood Investment Group Llc, Jane Street Group, Llc, Jacobi Capital Management Llc, Private Advisor Group, Llc, and Virtu Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jane Street Group, Llc | Sell | -31,742 | -81.5% | 7,211 | $212.63K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +10,416 | — | 10,416 | $307.15K | Q2 2026 | Aug 14, 2026 |
| Jt Stratford Llc | Sell | -3,972 | -9.3% | 38,688 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Virtu Financial Llc | Buy | +19,420 | — | 19,420 | $573.00K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1 | — | 1 | $29.00 | Q2 2026 | Aug 13, 2026 |
| Ep Wealth Advisors, Llc | Buy | +7 | +0.0% | 18,150 | $535.19K | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management Llc | Buy | +29,836 | +97.2% | 60,534 | $1.79M | Q2 2026 | Jul 31, 2026 |
| Tci Wealth Advisors, Inc. | Buy | +37 | +0.3% | 11,162 | $329.14K | Q2 2026 | Jul 29, 2026 |
| Brookwood Investment Group Llc | Buy | +40,075 | — | 40,075 | $1.18M | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | Buy | +3,906 | — | 3,906 | $115.18K | Q2 2026 | Jul 21, 2026 |
| Ifp Advisors, Inc | Buy | +430 | +0.8% | 51,482 | $1.52M | Q2 2026 | Jul 20, 2026 |
| Smi Advisory Services, Llc | Sell | -12,295 | -0.2% | 7,643,624 | $226.09M | Q2 2026 | Jul 09, 2026 |
| Susquehanna International Group, Llp | Sell | -9,778 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -1,303 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Northwestern Mutual Wealth Management Co | Sell | -1,809 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Private Advisor Group, Llc | Sell | -26,371 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
| Sound Income Strategies, Llc | Sell | -484 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
| Wealth Enhancement Advisory Services, Llc | Sell | -10,173 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 08, 2026 |
Frequently asked questions about RAA activity
Which institutional owners are buying RAA?
Institutional owners buying RAA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RAA activity?
"Buy" means an investor increased their reported position in RAA compared to the prior reporting period. This reflects growing exposure to SMI 3FOURTEEN RL ASST ALLOC (RAA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RAA increasing?
Institutional interest in RAA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.