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CIK: 0001469751
Total reported value
$7.6B
$7.6B
346 檔
15.5%
The Q4 2025 SEC filing reveals that RiverFront Investment Group, LLC held a total portfolio value of $7.6B, covering 346 public equity positions.
In Q4 2025, RiverFront Investment Group, LLC displayed an active expansion posture, initiating 45 new positions and adding to 110 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 346 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.65% | +0.22% | +17.79% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.09% | -0.33% | +1.39% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.75% | -0.23% | +5.10% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.59% | -1.06% | +24.03% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.29% | -0.46% | -0.35% | |
| 6 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 3.19% | -0.43% | +0.06% | |
| 7 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.02% | +0.66% | +2.27% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.02% | -0.21% | +3.68% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.97% | +0.61% | +100.15% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.90% | -0.39% | -0.33% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.89% | +0.25% | -9.84% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | -0.02% | +0.49% | |
| 13 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.37% | +1.30% | +249.60% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.35% | +0.09% | +4.43% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.35% | +0.21% | -9.69% | |
| 16 | IYG | Ishares U.s. Financial Servi | ETF-Other | 2.20% | -0.07% | +0.70% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.19% | -0.30% | +0.57% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.17% | -0.30% | +0.08% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.11% | -1.09% | +87.09% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.10% | +0.32% | +4.23% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.01% | -0.06% | +0.63% | |
| 22 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.88% | -0.08% | -25.43% | |
| 23 | JIVE | JPM Interntl Value ETF | ETF-Other | 1.87% | +0.89% | +4.24% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | +0.07% | -6.89% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +0.74% | +0.02% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | +0.01% | +11.81% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 1.32% | -0.08% | +0.55% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.31% | -0.50% | +4.90% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.19% | -0.09% | +212.14% | |
| 30 | PAVE | Global X US Infrastructure | ETF-Other | 1.18% | +0.84% | +3.46% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.14% | -0.37% | +0.70% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.13% | +0.10% | +57.42% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-Other | 1.12% | -0.02% | +0.04% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.04% | -0.16% | +0.84% | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.03% | -0.15% | +0.76% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.99% | +0.25% | -0.11% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.95% | -0.06% | +98.83% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.90% | -0.13% | +0.17% | |
| 39 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.86% | -0.07% | +2.68% | |
| 40 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.81% | -0.10% | +0.64% | |
| 41 | HDUS | Hartford Discip Eqty ETF | ETF-Other | 0.81% | +0.02% | +4.36% | |
| 42 | EUFN | Ishares Msci Europe Financia | ETF-Other | 0.73% | +0.01% | -50.58% | |
| 43 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.67% | -0.05% | +6.15% | |
| 44 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.64% | -0.03% | +4.02% | |
| 45 | MOTI | Vaneck Mstar Int Moat ETF | ETF-Other | 0.59% | -0.52% | +4.33% | |
| 46 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.54% | -0.08% | +7.78% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.08% | +23.17% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.51% | -0.16% | +9.71% | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.48% | -0.17% | +100.27% | |
| 50 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.43% | -0.09% | +3.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMH | Vaneck Semiconductor ETF | +1.7% | +249.60% | Add |
| 2 | JPST | Jpmorgan Ultra-short Income | +0.9% | +87.09% | Add |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | +0.8% | +212.14% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +17.79% | Add |
| 5 | JEPI | Jpmorgan Equity Premium Inco | +0.5% | +24.03% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +0.4% | +57.42% | Add |
| 7 | UPS | United Parcel Service-cl B | +0.4% | +937.93% | Add |
| 8 | LLY | Eli Lilly & Co | +0.2% | +23.17% | Add |
| 9 | AAPL | Apple Inc | +0.2% | +5.10% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -9.69% | Trim |
| 11 | V | Visa Inc-class A Shares | +0.1% | +48.07% | Add |
| 12 | KO | Coca-cola Co/the | +0.1% | +60.28% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +11.81% | Add |
| 14 | WMT | Walmart Inc | +0.1% | +4.90% | Add |
| 15 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +3.68% | Add |
| 16 | JIVE | JPM Interntl Value ETF | +0.1% | +4.24% | Add |
| 17 | XLV | Ss Health Care Select Sector | +0.1% | +0.55% | Add |
| 18 | CMF | Ishares California Muni Bond | +0.1% | +74.84% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | +37.48% | Add |
| 20 | BAC | Bank Of America CORP | +0.1% | +43.00% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +14.40% | Add |
| 22 | GE | General Electric | 0% | +267.01% | Add |
| 23 | BBCA | Jpmorgan Betabuilders Canada | 0% | +4.02% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | +85.92% | Add |
| 25 | XOM | Exxon Mobil CORP | 0% | +22.41% | Add |
| 26 | WFC | Wells Fargo & Co | 0% | +9.67% | Add |
| 27 | ABBV | Abbvie Inc | 0% | +41.74% | Add |
| 28 | CVX | Chevron CORP | 0% | +86.85% | Add |
| 29 | CAT | Caterpillar Inc | 0% | +21.08% | Add |
| 30 | GS | Goldman Sachs Group Inc | 0% | +234.10% | Add |
| 31 | ISRG | Intuitive Surgical Inc | 0% | +0.14% | Add |
| 32 | INTC | Intel CORP | 0% | +365.75% | Add |
| 33 | JNJ | Johnson & Johnson | 0% | +16.89% | Add |
| 34 | BSCT | Invesco Bulletshares 2029 Cb | 0% | +7.97% | Add |
| 35 | ORCL | Oracle CORP | 0% | +101.57% | Add |
| 36 | HDEF | Xtrackers Msci Eafe High Div | 0% | +8.35% | Add |
| 37 | HON | Honeywell International Inc | 0% | +89.02% | Add |
| 38 | GEV | GE Vernova Inc | 0% | +239.16% | Add |
| 39 | MCK | Mckesson CORP | 0% | +315.09% | Add |
| 40 | JMUB | Jpmorgan Municipal ETF | 0% | +18.40% | Add |
| 41 | HYGW | Ishares Hy CORP Bd Buywr ETF | 0% | +96.19% | Add |
| 42 | IBM | Intl Business Machines CORP | 0% | +24.27% | Add |
| 43 | RTX | Rtx CORP | 0% | +23.02% | Add |
| 44 | HMOP | Hartford Municipal Opp ETF | 0% | +20.97% | Add |
| 45 | HSY | Hershey Co/the | 0% | +79.39% | Add |
| 46 | CB | Chubb Limited | 0% | +197.17% | Add |
| 47 | NEE | Nextera Energy Inc | 0% | +91.37% | Add |
| 48 | JPMB | Jpmorgan Usd Emerging Market | 0% | +14.88% | Add |
| 49 | LRCX | Lam Research CORP | 0% | +9.97% | Add |
| 50 | MRK | Merck & Co. Inc. | 0% | +4.62% | Add |
According to official SEC Form 13F filings, RiverFront Investment Group, LLC reported a total U.S. public equity portfolio value of $7.6B across 346 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, GSLC, AAPL) accounted for 15.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
CVNA
市值: $1.0M
Top Position Liquidated / Trimmed
EWG
前期市值: $53.7M
During Q4 2025, RiverFront Investment Group, LLC's top holdings by market value included IEFA (4.7%)、GSLC (4.1%)、AAPL (3.8%). The largest single position, IEFA, represented 4.7% of total portfolio value.
In Q4 2025, RiverFront Investment Group, LLC made 200 total portfolio adjustments, initiating 45 new buys, adding to 110 positions, trimming 32 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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