RiverFront Investment Group, LLC holds a diversified book of 427 stocks worth $7.6B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Glo X AI Semicon & Quant ETF and trimmed Goldman Activebeta US LC ETF. Their largest long position is Ishares Core Msci Eafe ETF at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as RiverFront Investment Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $561.3B |
| UBS Group AG | 79 / 80 | $143.1B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $86.7B |
| JPMORGAN CHASE & CO | 78 / 80 | $520.9B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $399.0B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $163.4B |
| ROYAL BANK OF CANADA | 78 / 80 | $157.2B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $94.4B |
Ranked by the share of each fund's own book sitting in the names it shares with RiverFront Investment Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR Core Msci COMMON | $363.4M | 3.76M | 4.8% | ▲+15% Added · +488K sh | |
| 2 | Vaneck ETF Trust Semi COMMON | $289.3M | 441.1K | 3.8% | ▲+3.2% Added · +14K sh | |
| 3 | Goldman Sachs ETF TR COMMON | $266.5M | 1.88M | 3.5% | ▼−5.5% Reduced · −110K sh | |
| 4 | Ishares TR U.S. Tech COMMON | $263.1M | 1.04M | 3.5% | ▲+3.8% Added · +38K sh | |
| 5 | Apple Inc Com COMMON | $255.8M | 884.0K | 3.4% | ▼−4.0% Reduced · −36K sh | |
| 6 | Select Sector SPDR TR COMMON | $241.9M | 1.27M | 3.2% | ▲+0.9% Added · +11K sh | |
| 7 | Ishares TR Eafe Value COMMON | $227.3M | 2.97M | 3.0% | ▲+5.9% Added · +166K sh | |
| 8 | Nvidia Corporation Co COMMON | $223.4M | 1.12M | 3.0% | ▲+11% Added · +115K sh | |
| 9 | J P Morgan Exchange T COMMON | $221.7M | 2.41M | 2.9% | ▲+57% Added · +873K sh | |
| 10 | SPDR Series Trust Por COMMON | $199.3M | 7.81M | 2.6% | ▲+0.3% Added · +23K sh | |
| 11 | J P Morgan Exchange T ETF - E | $199.1M | 3.52M | 2.6% | ▼−16% Reduced · −684K sh | |
| 12 | Schwab Strategic TR 5 COMMON | $192.1M | 8.49M | 2.5% | ▲+0.4% Added · +32K sh | |
| 13 | Vanguard BD Index FD COMMON | $176.7M | 2.41M | 2.3% | ▲+0.5% Added · +11K sh | |
| 14 | Invesco QQQ TR Unit S COMMON | $175.2M | 237.9K | 2.3% | ▲+6.3% Added · +14K sh | |
| 15 | SPDR Series Trust Por COMMON | $168.1M | 1.91M | 2.2% | ▲+53% Added · +667K sh | |
| 16 | Global X FDS US Infr COMMON | $160.4M | 2.72M | 2.1% | ▲+67% Added · +1.1M sh | |
| 17 | Alphabet Inc Cap STK COMMON | $158.2M | 447.8K | 2.1% | ▲+6.0% Added · +25K sh | |
| 18 | Ishares TR U.S. Fin S COMMON | $137.8M | 1.52M | 1.8% | ▲+3.1% Added · +45K sh | |
| 19 | Microsoft Corp Com COMMON | $136.3M | 365.3K | 1.8% | ▲+22% Added · +67K sh | |
| 20 | Ishares TR S&P 500 In COMMON | $136.1M | 181.7K | 1.8% | ▲+0.8% Added · +2K sh | |
| 21 | Janus Detroit STR TR COMMON | $133.4M | 2.64M | 1.8% | ▼~0% Reduced · −971 sh | |
| 22 | Ishares TR Lehman 10- COMMON | $133.0M | 1.32M | 1.8% | ▲+0.3% Added · +4K sh | |
| 23 | J P Morgan Exchange T COMMON | $126.6M | 2.06M | 1.7% | ▲+0.9% Added · +18K sh | |
| 24 | Amazon Com Inc Com COMMON | $123.0M | 516.2K | 1.6% | ▲+6.9% Added · +33K sh | |
| 25 | Ishares TR 7-10 Yr TR COMMON | $109.8M | 1.16M | 1.5% | ▲+4.6% Added · +51K sh | |
| 26 | Ishares Inc Msci Emrg ETF - E | $105.1M | 1.03M | 1.4% | ▲+9.8% Added · +92K sh | |
| 27 | Ishares Inc Core Msci COMMON | $98.9M | 1.19M | 1.3% | ▲+6.2% Added · +70K sh | |
| 28 | Ishares TR Ishs 1-5YR COMMON | $89.3M | 1.70M | 1.2% | ▲+9.6% Added · +149K sh | |
| 29 | Select Sector SPDR TR COMMON | $83.6M | 526.7K | 1.1% | ▲+1.1% Added · +6K sh | |
| 30 | Select Sector SPDR TR COMMON | $82.1M | 443.5K | 1.1% | ▲+0.3% Added · +1K sh | |
| 31 | JP Morgan Exchange TR COMMON | $79.9M | 1.58M | 1.1% | ▼−42% Reduced · −1.2M sh | |
| 32 | JPMorgan Chase & Co. COMMON | $66.6M | 203.4K | 0.9% | ▲+6.5% Added · +13K sh | |
| 33 | Global X FDS AI Semic COMMON | $65.7M | 617.6K | 0.9% | ▲New New position | |
| 34 | Berkshire Hathaway In COMMON | $64.7M | 129.3K | 0.9% | ▲+78% Added · +57K sh | |
| 35 | Vanguard Scottsdale F COMMON | $62.9M | 1.07M | 0.8% | ▲+0.6% Added · +7K sh | |
| 36 | Lattice Strategies TR COMMON | $62.1M | 873.7K | 0.8% | ▲+6.2% Added · +51K sh | |
| 37 | Walmart Inc Com COMMON | $60.0M | 529.4K | 0.8% | ▼−21% Reduced · −142K sh | |
| 38 | Communication Service COMMON | $58.3M | 543.7K | 0.8% | ▼−0.1% Reduced · −389 sh | |
| 39 | Select Sector SPDR TR COMMON | $57.2M | 487.6K | 0.8% | ▲+0.4% Added · +2K sh | |
| 40 | Ishares TR 3YRTB ETF COMMON | $56.5M | 761.1K | 0.7% | ▲New New position | |
| 41 | Vanguard Scottsdale F COMMON | $54.7M | 661.7K | 0.7% | ▲+0.2% Added · +1K sh | |
| 42 | Vanguard Scottsdale F COMMON | $53.7M | 679.4K | 0.7% | ▼−23% Reduced · −203K sh | |
| 43 | Ishares TR Msci Euro COMMON | $53.2M | 1.36M | 0.7% | ▲+6.1% Added · +79K sh | |
| 44 | Pimco ETF TR Multisec COMMON | $49.7M | 1.87M | 0.7% | ▲+0.2% Added · +3K sh | |
| 45 | J P Morgan Exchange-T COMMON | $47.0M | 472.7K | 0.6% | ▲+5.1% Added · +23K sh | |
| 46 | Ishares TR 10 Yr Inv COMMON | $45.9M | 917.5K | 0.6% | ▲+7.1% Added · +61K sh | |
| 47 | Hartford Insurance GR COMMON | $41.5M | 313.3K | 0.5% | ▲+5.2% Added · +16K sh | |
| 48 | Lilly Eli & Co Com COMMON | $39.5M | 33.0K | 0.5% | ▲+6.5% Added · +2K sh | |
| 49 | Pimco ETF TR 25YR Ze COMMON | $35.7M | 557.4K | 0.5% | ▲+0.2% Added · +1K sh | |
| 50 | Select Sector SPDR TR COMMON | $35.1M | 661.6K | 0.5% | ▲+0.1% Added · +1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1469751/holdings"
Use Arkolith to show RiverFront Investment Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 427 | $7.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 384 | $6.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 346 | $6.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 314 | $5.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 316 | $5.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 289 | $4.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 253 | $4.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 214 | $4.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 28, 2024 | 172 | $3.7B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | Aug 28, 2024 | 131 | $3.5B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Aug 28, 2024 | 117 | $3.2B | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Aug 28, 2024 | 111 | $2.8B | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | Aug 28, 2024 | 106 | $3.1B | 13F-HR/A |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 103 | $2.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 24, 2023 | 103 | $440.5M | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 89 | $2.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 98 | $2.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 99 | $3.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.