EdgeMarket › What Riverfront Investment Group, Llc reported owning
What Riverfront Investment Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.5BPositions
384Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IEFA iShares Core MSCI EAFE ETF | 296.5M | 4.6% | 3.3M | 100.85 | +16.8% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 248.8M | 3.8% | 2.0M | 146.19 | +16.7% |
| JEPI JPMorgan Equity Premium Income ETF | 238.5M | 3.7% | 4.2M | 57.92 | +1.4% |
| AAPL Apple Inc. | 233.6M | 3.6% | 920.5K | 309.35 | +36.9% |
| EFV iShares MSCI EAFE Value ETF | 208.4M | 3.2% | 2.8M | 82.23 | +21.4% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 199.5M | 3.1% | 7.8M | 25.09 | -1.8% |
| SCHI Schwab 5-10 Year Corporate Bond ETF | 191.8M | 3.0% | 8.5M | 22.19 | -2.7% |
| IYW iShares U.S. Technology ETF | 182.3M | 2.8% | 1.0M | 247.25 | +37.9% |
| TBLL Invesco Short Term Treasury ETF | 180.7M | 2.8% | 1.7M | 105.86 | +0.4% |
| BND Vanguard Total Bond Market ETF | 176.4M | 2.7% | 2.4M | 72.23 | -1.8% |
| NVDA NVIDIA CORP | 174.7M | 2.7% | 1.0M | 214.72 | +22.4% |
| XLK State Street Technology Select Sector SPDR ETF | 167.3M | 2.6% | 1.3M | 183.31 | +41.1% |
| SMH VanEck Semiconductor ETF | 163.8M | 2.5% | 427.4K | 560.42 | +93.9% |
| JPST JPMorgan Ultra-Short Income ETF | 138.8M | 2.1% | 2.7M | 50.53 | -0.3% |
| JAAA Janus Henderson AAA CLO ETF | 133.1M | 2.1% | 2.6M | 50.67 | -0.1% |
| TLH iShares 10-20 Year Treasury Bond ETF | 133.1M | 2.1% | 1.3M | 96.69 | -4.0% |
| JIVE JPMorgan International Value ETF | 131.7M | 2.0% | 1.5M | 98.09 | +33.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 129.1M | 2.0% | 223.8K | 713.44 | +26.1% |
| IYG iShares U.S. Financial Services ETF | 122.4M | 1.9% | 1.5M | 96.72 | +10.8% |
| GOOG Alphabet Inc. | 121.2M | 1.9% | 422.7K | 341.75 | +70.7% |
| IVV iShares Core S&P 500 ETF | 117.7M | 1.8% | 180.2K | 769.31 | +20.0% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 113.4M | 1.8% | 2.0M | 59.84 | +8.5% |
| MSFT MICROSOFT CORP | 110.6M | 1.7% | 298.8K | 483.24 | -4.4% |
| IEF iShares 7-10 Year Treasury Bond ETF | 106.0M | 1.6% | 1.1M | 92.82 | -2.8% |
| AMZN AMAZON COM INC | 100.6M | 1.6% | 482.8K | 258.63 | +15.6% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 95.4M | 1.5% | 1.2M | 90.13 | +20.1% |
| WMT Walmart Inc. | 83.4M | 1.3% | 671.0K | 103.70 | +1.1% |
| PAVE Global X U.S. Infrastructure Development ETF | 82.6M | 1.3% | 1.6M | 56.39 | +22.9% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 81.8M | 1.3% | 1.6M | 52.11 | -1.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 78.3M | 1.2% | 1.1M | 81.57 | +31.9% |
| XLV State Street Health Care Select Sector SPDR ET | 76.4M | 1.2% | 521.1K | 174.62 | +27.0% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 73.6M | 1.1% | 935.1K | 97.80 | +53.2% |
| XLI State Street Industrial Select Sector SPDR ETF | 71.5M | 1.1% | 442.2K | 180.25 | +19.2% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 69.9M | 1.1% | 882.2K | 78.59 | -1.3% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 63.2M | 1.0% | 1.1M | 58.31 | -2.3% |
| XLC State Street Communication Services Select Sec | 60.3M | 0.9% | 544.1K | 111.40 | +1.4% |
| JPM JPMORGAN CHASE & CO | 56.2M | 0.9% | 190.9K | 351.58 | +20.3% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 54.7M | 0.8% | 660.6K | 81.05 | -2.5% |
| XLY State Street Consumer Discretionary Select Sec | 52.9M | 0.8% | 485.8K | 118.02 | +3.7% |
| HDUS Hartford Disciplined US Equity ETF | 51.9M | 0.8% | 822.7K | 73.77 | +19.6% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 49.0M | 0.8% | 1.9M | 26.16 | -1.4% |
| EUFN iShares MSCI Europe Financials ETF | 44.8M | 0.7% | 1.3M | 42.23 | +22.5% |
| IGLB iShares 10 Year Investment Grade Corporate Bo | 42.5M | 0.7% | 856.5K | 47.79 | -4.9% |
| BBCA JPMorgan BetaBuilders Canada ETF | 42.3M | 0.7% | 449.7K | 107.53 | +30.9% |
| XLE State Street Energy Select Sector SPDR ETF | 40.5M | 0.6% | 660.6K | 63.64 | +48.3% |
| HIG HARTFORD INSURANCE GROUP, INC. | 40.3M | 0.6% | 297.8K | 136.10 | +1.6% |
| MOTI VanEck Morningstar International Moat ETF | 35.7M | 0.6% | 1.0M | 37.25 | +2.5% |
| ZROZ PIMCO 25 Year Zero Coupon U.S. Treasury Index | 35.6M | 0.6% | 556.3K | 57.97 | -10.3% |
| unmapped CUSIP 084670702 | 34.8M | 0.5% | 72.5K | — | — |
| PLTR Palantir Technologies Inc. | 32.7M | 0.5% | 223.9K | 179.94 | +15.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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