Institutional filer · SEC 13F · Q2 2024
RiverFront Investment Group, LLC
The reported 13F portfolio of RiverFront Investment Group, LLC (CIK 1469751) - top holdings, how concentrated the book is, and what changed last quarter.
- $3.7B
- Reported book
- 172
- Positions
- #27
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, RiverFront Investment Group, LLC ranks #27 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q2 2024 the reported book is $3.7B across 172 positions, a moderately concentrated portfolio.
- $3.7B
- reported 13F value
- 172
- disclosed positions
- 9.1%
- in ISHARES TR S&P 500 IN
- #27
- of 360 filers
Top-5 share 28.2% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, RiverFront Investment Group, LLC ranks #27 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where RiverFront Investment Group, LLC sits by disclosed position count
RiverFront Investment Group, LLC reports 172 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
RiverFront Investment Group, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
172 126th of 360 higher than 234 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
RiverFront Investment Group, LLC reports a book ($3.75B) concentrated across only 172 disclosed positions -- fewer than the 452-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1469751 · Q2 2024 $3.7B book
BOOK-HEAVY · POS-FOCUS · CONC-MID · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #27/360
- POS-FOCUS 172 names
- CONC-MID 28% top-5
- LEAD-HEAVY 9.1% top
- PHOTO-FINISH Maven Securities LTD
- TREND-FLAT Book steady
- FY-SNAPSHOT Q2 2024
Photo-finish peer on reported book: Maven Securities LTD
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · RiverFront Investment Group, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$3.7B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | ISHARES TR S&P 500 IN | $341.7M | 9.1% |
| 2 | ISHARES TR CORE MSCI | $190.1M | 5.1% |
| 3 | SPDR SERIES TRUST POR | $181.0M | 4.8% |
| 4 | SCHWAB STRATEGIC TR 5 | $174.4M | 4.7% |
| 5 | J P MORGAN EXCHANGE T | $170.4M | 4.5% |
| 6 | GOLDMAN SACHS ETF TR | $164.6M | 4.4% |
| 7 | VANGUARD BD INDEX FD | $162.2M | 4.3% |
| 8 | SELECT SECTOR SPDR TR | $131.1M | 3.5% |
| 9 | VANGUARD SCOTTSDALE F | $127.6M | 3.4% |
| 10 | J P MORGAN EXCHANGE T | $124.5M | 3.3% |
| 11 | VANGUARD SCOTTSDALE F | $112.4M | 3.0% |
| 12 | ISHARES TR U.S. TECH | $109.2M | 2.9% |
| 13 | ISHARES TR U.S. FIN S | $94.4M | 2.5% |
| 14 | ISHARES TR 10 YR INV | $79.1M | 2.1% |
| 15 | SPDR SERIES TRUST POR | $74.6M | 2.0% |
| 16 | SELECT SECTOR SPDR TR | $72.0M | 1.9% |
| 17 | NVIDIA CORPORATION CO | $69.6M | 1.9% |
| 18 | MICROSOFT CORP COM | $67.9M | 1.8% |
| 19 | SELECT SECTOR SPDR TR | $66.1M | 1.8% |
| 20 | INVESCO QQQ TR UNIT S | $64.2M | 1.7% |
| 21 | VANGUARD WORLD FD EXT | $63.5M | 1.7% |
| 22 | APPLE INC COM | $58.1M | 1.6% |
| 23 | ISHARES TR EAFE VALUE | $55.6M | 1.5% |
| 24 | ISHARES TR LEHMAN 10- | $55.2M | 1.5% |
| 25 | SELECT SECTOR SPDR TR | $41.7M | 1.1% |
Latest Quarter Trades · Q2 2024
New positions (172)
Frequently Asked Questions
- How big is RiverFront Investment Group, LLC's 13F portfolio?
- RiverFront Investment Group, LLC reports $3.7B of long US-equity positions across 172 securities as of Q2 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does RiverFront Investment Group, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, RiverFront Investment Group, LLC ranks #27 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is RiverFront Investment Group, LLC's largest position?
- RiverFront Investment Group, LLC's largest reported position is ISHARES TR S&P 500 IN at $341.7M, about 9.1% of its reported book as of Q2 2024.
- What did RiverFront Investment Group, LLC trade last quarter?
- In its Q2 2024 filing, RiverFront Investment Group, LLC opened 172 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for RiverFront Investment Group, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($3.7B here).
Similar holding count
Nearest filers by number of disclosed positions (172 here).
Using this filing
- The rankings sort every tracked filer the same way RiverFront Investment Group, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Maven Securities LTD reported the nearest book value ($3.7B) this quarter, a useful scale comparison for RiverFront Investment Group, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.