VANECK INFLATION ALLOCATION (RAAX) Institutional Shareholders
VANECK INFLATION ALLOCATION (RAAX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $640.57M in RAAX holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of RAAX tracked by InsiderSet, reporting ownership valued at approximately $130.22M in its March 31, 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 $126.22M, representing an estimated loss of -3.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed RAAX value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cwm, Llc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in VANECK INFLATION ALLOCATION (RAAX).
This page ranks the largest institutional RAAX 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
146
Total Reported Value
$640.57M
Largest Holder
Lpl Financial Llc
Largest Position
$130.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
167
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 3,198,721 | $130,219,948 | $126,221,531 | -$3,998,417 | -3.07% | |
| Cwm, Llc | 0.26% | 2,434,200 | $99,096,282 | $96,053,532 | -$3,042,750 | -3.07% | |
| Cetera Investment Advisers | 0.05% | 1,063,396 | $43,290,861 | $41,961,606 | -$1,329,255 | -3.07% | |
| Berger Financial Group, Inc | 1.85% | 809,945 | $32,972,864 | $31,960,430 | -$1,012,434 | -3.07% | |
| Beam Wealth Advisors, Inc. | 7.16% | 706,647 | $28,767,586 | $27,884,291 | -$883,295 | -3.07% | |
| Assetmark, Inc | 0.04% | 563,664 | $22,360,564 | $22,242,181 | -$118,383 | -0.53% | |
| Straightline Group Llc | 9.58% | 473,126 | $19,260,960 | $18,669,552 | -$591,408 | -3.07% | |
| Commonwealth Equity Services, Llc | 0.02% | 457,656 | $18,155,194 | $18,059,106 | -$96,088 | -0.53% | |
| Beaumont Financial Advisors, Llc | 1.02% | 363,123 | $14,782,743 | $14,328,834 | -$453,909 | -3.07% | |
| Bayshore Capital Advisors, Llc | 5.98% | 323,122 | $12,818,253 | $12,750,394 | -$67,859 | -0.53% | |
| Raymond James Financial Inc | 0.00% | 281,193 | $11,447,366 | $11,095,876 | -$351,490 | -3.07% | |
| Wilmington Savings Fund Society, Fsb | 0.24% | 274,516 | $10,890,050 | $10,832,401 | -$57,649 | -0.53% | |
| Minichmacgregor Wealth Management, Llc | 1.60% | 265,617 | $10,537,065 | $10,481,247 | -$55,818 | -0.53% | |
| Ern Financial, Llc | 1.44% | 218,783 | $8,679,122 | $8,633,177 | -$45,945 | -0.53% | |
| Ferguson Shapiro Llc | 2.41% | 205,545 | $8,153,970 | $8,110,806 | -$43,164 | -0.53% | |
| New England Private Wealth Advisors Llc | 0.78% | 165,743 | $6,747,411 | $6,540,219 | -$207,192 | -3.07% | |
| Riversedge Advisors, Llc | 0.83% | 158,232 | $6,277,063 | $6,243,835 | -$33,228 | -0.53% | |
| Black Swift Group, Llc | 1.05% | 147,035 | $5,985,795 | $5,802,001 | -$183,794 | -3.07% | |
| Snider Financial Group | 1.40% | 138,891 | $5,509,806 | $5,480,639 | -$29,167 | -0.53% | |
| New Republic Capital, Llc | 1.19% | 130,639 | $5,182,438 | $5,155,015 | -$27,423 | -0.53% | |
| Axxcess Wealth Management, Llc | 0.08% | 126,231 | $5,007,584 | $4,981,075 | -$26,509 | -0.53% | |
| Darwin Wealth Management, Llc | 1.37% | 126,231 | $5,007,583 | $4,981,075 | -$26,508 | -0.53% | |
| Osaic Holdings, Inc. | 0.01% | 120,026 | $4,886,085 | $4,736,226 | -$149,859 | -3.07% | |
| Royal Bank Of Canada | 0.00% | 116,233 | $4,732,000 | $4,586,554 | -$145,446 | -3.07% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.52% | 118,067 | $4,683,719 | $4,658,924 | -$24,795 | -0.53% | |
| Visionary Wealth Advisors | 0.18% | 100,079 | $4,074,217 | $3,949,117 | -$125,100 | -3.07% | |
| Magnus Financial Group Llc | 0.28% | 98,355 | $3,901,738 | $3,881,088 | -$20,650 | -0.53% | |
| Private Advisor Group, Llc | 0.02% | 96,448 | $3,826,106 | $3,805,838 | -$20,268 | -0.53% | |
| Norden Group Llc | 0.31% | 95,114 | $3,773,172 | $3,753,198 | -$19,974 | -0.53% | |
| Avalon Capital Management | 0.86% | 92,066 | $3,652,258 | $3,632,924 | -$19,334 | -0.53% | |
| Accurate Wealth Management, Llc | 0.31% | 82,201 | $3,244,473 | $3,243,651 | -$822 | -0.03% | |
| Principle Wealth Partners Llc | 0.17% | 74,913 | $3,049,688 | $2,956,067 | -$93,621 | -3.07% | |
| Sunrise Financial Services, Llc | 2.15% | 74,455 | $3,031,063 | $2,937,994 | -$93,069 | -3.07% | |
| Fas Wealth Partners, Inc. | 0.16% | 75,428 | $2,992,220 | $2,976,389 | -$15,831 | -0.53% | |
| Wealthplan Investment Management, Llc | 0.15% | 74,149 | $2,941,474 | $2,925,920 | -$15,554 | -0.53% | |
| Sanctuary Advisors, Llc | 0.02% | 70,579 | $2,873,272 | $2,785,047 | -$88,225 | -3.07% | |
| Hub Investment Partners, Llc | 0.05% | 70,901 | $2,812,643 | $2,797,753 | -$14,890 | -0.53% | |
| Essex Financial Services, Inc. | 0.15% | 63,809 | $2,597,658 | $2,517,903 | -$79,755 | -3.07% | |
| Archford Capital Strategies, Llc | 0.26% | 64,908 | $2,574,900 | $2,561,270 | -$13,630 | -0.53% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 64,640 | $2,551,341 | $2,550,694 | -$647 | -0.03% | |
| Composition Wealth, Llc | 0.03% | 62,580 | $2,482,549 | $2,469,407 | -$13,142 | -0.53% | |
| Castleview Partners, Llc | 0.98% | 56,092 | $2,225,176 | $2,213,390 | -$11,786 | -0.53% | |
| Flynn Zito Capital Management, Llc | 0.59% | 54,851 | $2,175,937 | $2,164,420 | -$11,517 | -0.53% | |
| Prevail Innovative Wealth Advisors, Llc | 0.31% | 52,375 | $2,077,716 | $2,066,718 | -$10,999 | -0.53% | |
| Wealthcare Advisory Partners Llc | 0.04% | 47,537 | $1,885,781 | $1,875,810 | -$9,971 | -0.53% | |
| Optima Capital Llc | 0.73% | 46,778 | $1,855,683 | $1,845,860 | -$9,823 | -0.53% | |
| Kestra Advisory Services, Llc | 0.01% | 45,671 | $1,811,780 | $1,802,178 | -$9,602 | -0.53% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 43,948 | $1,789,163 | $1,734,188 | -$54,975 | -3.07% | |
| Clarendon Private Llc | 1.15% | 44,932 | $1,782,452 | $1,773,017 | -$9,435 | -0.53% | |
| Goldman Sachs Group Inc | 0.00% | 43,469 | $1,769,623 | $1,715,287 | -$54,336 | -3.07% |
Frequently asked questions about RAAX
Who owns the most RAAX stock?
The largest holders of RAAX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANECK INFLATION ALLOCATION (RAAX).
Is RAAX widely held by superinvestors?
Many widely followed stocks like RAAX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RAAX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.