12 institutions reported holding $247.6M of ETF OPPORTUNITIES TRUST (RAA) in SEC 13F filings for 2026-06-30. Largest institutional holders: SMI Advisory Services, LLC ($226.1M), EverSource Wealth Advisors, LLC ($15.9M), Jacobi Capital Management LLC ($1.8M), IFP Advisors, Inc ($1.5M), Brookwood Investment Group LLC ($1.2M). Source: SEC Form 13F.
| 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 | Straight Path Wealth Management | $548,116 | 18,588 | Hold |
| 7 | TCI Wealth Advisors, Inc. | $329,138 | 11,162 | Added |
| 8 | Blue Trust, Inc. | $115,176 | 3,906 | New |
| 9 | EVOLUTION WEALTH MANAGEMENT INC. | $64,578 | 2,190 | Hold |
| 10 | Private Advisor Group, LLC | $0 | 0 | Exited |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $0 | 0 | Exited |
| 12 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30