Institutional Holders (2026 Q2)
164 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RAAX. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Straightline Group LLC | 9.20% | 491,811 | $19.5M |
| 2 | Beam Wealth Advisors, INC. | 7.16% | 706,647 | $28.8M |
| 3 | Bayshore Capital Advisors, LLC | 5.98% | 323,122 | $12.8M |
| 4 | Sound Portfolio Advisors, LLC | 2.60% | 92,438 | $3.7M |
| 5 | Ferguson Shapiro LLC | 2.39% | 205,545 | $8.2M |
| 6 | New England Private Wealth Advisors LLC | 2.34% | 604,674 | $24.3M |
| 7 | Ascent Advisors, LLC | 2.00% | 44,018 | $1.7M |
| 8 | Sunrise Financial Services, LLC | 1.94% | 82,363 | $3.3M |
| 9 | Berger Financial Group, Inc | 1.94% | 955,885 | $37.9M |
| 10 | MinichMacGregor Wealth Management, LLC | 1.60% | 265,617 | $10.5M |
| 11 | ERn Financial, LLC | 1.44% | 218,783 | $8.7M |
| 12 | Snider Financial Group | 1.40% | 138,891 | $5.5M |
| 13 | Darwin Wealth Management, LLC | 1.37% | 126,231 | $5.0M |
| 14 | New Republic Capital, LLC | 1.19% | 130,639 | $5.2M |
| 15 | Clarendon Private LLC | 1.15% | 44,932 | $1.8M |
| 16 | Consultiva Wealth Management, CORP. | 1.10% | 12,349 | $490K |
| 17 | FWG Holdings, LLC | 0.99% | 71,357 | $2.9M |
| 18 | Castleview Partners, LLC | 0.98% | 56,092 | $2.2M |
| 19 | Beaumont Financial Advisors, LLC | 0.89% | 352,968 | $14.0M |
| 20 | PCG Wealth Advisors, LLC | 0.88% | 99,818 | $4.0M |
| 21 | Avalon Capital Management | 0.86% | 92,066 | $3.7M |
| 22 | Black Swift Group, LLC | 0.84% | 146,695 | $5.8M |
| 23 | Riversedge Advisors, LLC | 0.83% | 158,232 | $6.3M |
| 24 | Cascade Investment Group, INC. | 0.82% | 36,709 | $1.5M |
| 25 | Optima Capital LLC | 0.73% | 46,778 | $1.9M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|