RAA — ETF Opportunities Trust Institutional Holders · Q2 2026
Who owns ETF Opportunities Trust (RAA)? 20 institutions reported holding $250.35M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: SMI Advisory Services, LLC ($226.1M), EverSource Wealth Advisors, LLC ($15.9M), Jacobi Capital Management LLC ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SMI Advisory Services, LLC | $226.1M | 7.6M | Trimmed |
| 2 | EverSource Wealth Advisors, LLC | $15.9M | 540,869 | Added |
| 3 | Jacobi Capital Management LLC | $1.8M | 60,534 | Added |
| 4 | IFP Advisors, Inc | $1.5M | 51,482 | Added |
| 5 | Brookwood Investment Group LLC | $1.2M | 40,075 | New |
| 6 | JT Stratford LLC | $1.1M | 38,688 | Trimmed |
| 7 | Virtu Financial LLC | $573,000 | 19,420 | New |
| 8 | Straight Path Wealth Management | $548,116 | 18,588 | Hold |
| 9 | EP Wealth Advisors, LLC | $535,189 | 18,150 | Added |
| 10 | TCI Wealth Advisors, Inc. | $329,138 | 11,162 | Added |
| 11 | GTS SECURITIES LLC | $307,147 | 10,416 | New |
| 12 | JANE STREET GROUP, LLC | $212,635 | 7,211 | Trimmed |
| 13 | Blue Trust, Inc. | $115,176 | 3,906 | New |
| 14 | EVOLUTION WEALTH MANAGEMENT INC. | $64,578 | 2,190 | Hold |
| 15 | UBS Group AG | $29 | 1 | New |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0 | 0 | Exited |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 18 | Private Advisor Group, LLC | $0 | 0 | Exited |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $0 | 0 | Exited |
| 20 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30