RIVERFRONT INVESTMENT GROUP, LLC

Filed: 5/11/2026ACC: 0001469751-26-000004

📋 What this filing means

RIVERFRONT INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 384 equity positions with a total reported market value of $6.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

384

Positions

$6.46B

Total AUM (reported)

83.64M

Total Shares

Allocation by class

COMMON$6.13B94.8%

ETF - E$327.56M5.1%

FOREIGN$3.26M0.1%

ETF - F$2.45M0.0%

Portfolio Concentration

Top 3$783.85M12.1%

4–10$1.37B21.2%

11–25$1.96B30.4%

Rest$2.34B36.3%

Top 3 weight

12.1%

Top 10 weight

33.4%

Voting Authority Distribution

Total shares with voting rights: 83.64M

Sole

Full voting authority

83.64M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.07K

% of voting shares0.0%

Investment Discretion (by position count)

Sole384

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings384

Rows:

ISHARES TR CORE MSCI

SOLE

COMMON

Shares3.27M

TypeSH

Market value$296.45M

4.59%

Sole

3.27M

Shared

0.00

None

52.00

GOLDMAN SACHS ETF TR

SOLE

COMMON

Shares1.99M

TypeSH

Market value$248.85M

3.85%

Sole

1.99M

Shared

0.00

None

120.00

J P MORGAN EXCHANGE T

SOLE

ETF - E

Shares4.21M

TypeSH

Market value$238.55M

3.69%

Sole

4.21M

Shared

0.00

None

379.00

APPLE INC COM

SOLE

COMMON

Shares920.51K

TypeSH

Market value$233.62M

3.61%

Sole

920.51K

Shared

0.00

None

0.00

ISHARES TR EAFE VALUE

SOLE

COMMON

Shares2.80M

TypeSH

Market value$208.40M

3.22%

Sole

2.80M

Shared

0.00

None

339.00

SPDR SERIES TRUST POR

SOLE

COMMON

Shares7.79M

TypeSH

Market value$199.46M

3.09%

Sole

7.79M

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR 5

SOLE

COMMON

Shares8.46M

TypeSH

Market value$191.76M

2.97%

Sole

8.46M

Shared

0.00

None

0.00

ISHARES TR U.S. TECH

SOLE

COMMON

Shares1.01M

TypeSH

Market value$182.33M

2.82%

Sole

Shared

0.00

None

75.00

INVESCO EXCH TRADED F

SOLE

COMMON

Shares1.71M

TypeSH

Market value$180.67M

2.79%

Sole

1.71M

Shared

0.00

None

0.00

VANGUARD BD INDEX FD

SOLE

COMMON

Shares2.40M

TypeSH

Market value$176.44M

2.73%

Sole

2.40M

Shared

0.00

None

0.00

NVIDIA CORPORATION CO

SOLE

COMMON

Shares1M

TypeSH

Market value$174.70M

2.70%

Sole

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

COMMON

Shares1.26M

TypeSH

Market value$167.26M

2.59%

Sole

1.26M

Shared

0.00

None

0.00

VANECK ETF TRUST SEMI

SOLE

COMMON

Shares427.35K

TypeSH

Market value$163.85M

2.53%

Sole

427.35K

Shared

0.00

None

0.00

JP MORGAN EXCHANGE TR

SOLE

COMMON

Shares2.74M

TypeSH

Market value$138.82M

2.15%

Sole

2.74M

Shared

0.00

None

277.00

JANUS DETROIT STR TR

SOLE

COMMON

Shares2.64M

TypeSH

Market value$133.13M

2.06%

Sole

2.64M

Shared

0.00

None

0.00

ISHARES TR LEHMAN 10-

SOLE

COMMON

Shares1.32M

TypeSH

Market value$133.09M

2.06%

Sole

1.32M

Shared

0.00

None

0.00

J P MORGAN EXCHANGE T

SOLE

COMMON

Shares1.54M

TypeSH

Market value$131.68M

2.04%

Sole

1.54M

Shared

0.00

None

82.00

INVESCO QQQ TR UNIT S

SOLE

COMMON

Shares223.76K

TypeSH

Market value$129.15M

2.00%

Sole

223.72K

Shared

0.00

None

44.00

ISHARES TR U.S. FIN S

SOLE

COMMON

Shares1.48M

TypeSH

Market value$122.44M

1.89%

Sole

1.48M

Shared

0.00

None

114.00

ALPHABET INC CAP STK

SOLE

COMMON

Shares422.67K

TypeSH

Market value$121.25M

1.88%

Sole

422.67K

Shared

0.00

None

0.00

ISHARES TR S&P 500 IN

SOLE

COMMON

Shares180.20K

TypeSH

Market value$117.71M

1.82%

Sole

180.20K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE T

SOLE

COMMON

Shares2.04M

TypeSH

Market value$113.38M

1.75%

Sole

2.04M

Shared

0.00

None

0.00

MICROSOFT CORP COM

SOLE

COMMON

Shares298.79K

TypeSH

Market value$110.60M

1.71%

Sole

298.79K

Shared

0.00

None

0.00

ISHARES TR 7-10 YR TR

SOLE

COMMON

Shares1.11M

TypeSH

Market value$105.95M

1.64%

Sole

1.11M

Shared

0.00

None

0.00

AMAZON COM INC COM

SOLE

COMMON

Shares482.84K

TypeSH

Market value$100.56M

1.56%

Sole

482.84K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TR CORE MSCISOLE	COMMON	3.27M	SH	$296.45M 4.59%	3.27M	52.00
GOLDMAN SACHS ETF TRSOLE	COMMON	1.99M	SH	$248.85M 3.85%	1.99M	120.00
J P MORGAN EXCHANGE TSOLE	ETF - E	4.21M	SH	$238.55M 3.69%	4.21M	379.00
APPLE INC COMSOLE	COMMON	920.51K	SH	$233.62M 3.61%	920.51K	0.00
ISHARES TR EAFE VALUESOLE	COMMON	2.80M	SH	$208.40M 3.22%	2.80M	339.00
SPDR SERIES TRUST PORSOLE	COMMON	7.79M	SH	$199.46M 3.09%	7.79M	0.00
SCHWAB STRATEGIC TR 5SOLE	COMMON	8.46M	SH	$191.76M 2.97%	8.46M	0.00
ISHARES TR U.S. TECHSOLE	COMMON	1.01M	SH	$182.33M 2.82%	1M	75.00
INVESCO EXCH TRADED FSOLE	COMMON	1.71M	SH	$180.67M 2.79%	1.71M	0.00
VANGUARD BD INDEX FDSOLE	COMMON	2.40M	SH	$176.44M 2.73%	2.40M	0.00
NVIDIA CORPORATION COSOLE	COMMON	1M	SH	$174.70M 2.70%	1M	0.00
SELECT SECTOR SPDR TRSOLE	COMMON	1.26M	SH	$167.26M 2.59%	1.26M	0.00
VANECK ETF TRUST SEMISOLE	COMMON	427.35K	SH	$163.85M 2.53%	427.35K	0.00
JP MORGAN EXCHANGE TRSOLE	COMMON	2.74M	SH	$138.82M 2.15%	2.74M	277.00
JANUS DETROIT STR TRSOLE	COMMON	2.64M	SH	$133.13M 2.06%	2.64M	0.00
ISHARES TR LEHMAN 10-SOLE	COMMON	1.32M	SH	$133.09M 2.06%	1.32M	0.00
J P MORGAN EXCHANGE TSOLE	COMMON	1.54M	SH	$131.68M 2.04%	1.54M	82.00
INVESCO QQQ TR UNIT SSOLE	COMMON	223.76K	SH	$129.15M 2.00%	223.72K	44.00
ISHARES TR U.S. FIN SSOLE	COMMON	1.48M	SH	$122.44M 1.89%	1.48M	114.00
ALPHABET INC CAP STKSOLE	COMMON	422.67K	SH	$121.25M 1.88%	422.67K	0.00
ISHARES TR S&P 500 INSOLE	COMMON	180.20K	SH	$117.71M 1.82%	180.20K	0.00
J P MORGAN EXCHANGE TSOLE	COMMON	2.04M	SH	$113.38M 1.75%	2.04M	0.00
MICROSOFT CORP COMSOLE	COMMON	298.79K	SH	$110.60M 1.71%	298.79K	0.00
ISHARES TR 7-10 YR TRSOLE	COMMON	1.11M	SH	$105.95M 1.64%	1.11M	0.00
AMAZON COM INC COMSOLE	COMMON	482.84K	SH	$100.56M 1.56%	482.84K	0.00

Page 1 of 16

…