Filing analysis
Rakuten Investment Management, Inc.
13F-HR · period Q1 2026 · filed May 12, 2026
$49.19BReported 13F value
509Positions
+3New
455Increased
3Reduced
−146Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| LITE Lumentum Holdings Inc. | $6.92M | 0.0% |
| CDE Coeur Mining, Inc. | $868,263 | 0.0% |
| ASTS AST SpaceMobile, Inc. | $829,072 | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| VTI Vanguard Morningstar Total… | ▲ Add | +100.0% | $31.06B |
| VT Vanguard Total World Stock ETF | ▲ Add | +100.0% | $4.26B |
| SCHD Schwab U.S. Dividend Equity… | ▲ Add | +100.0% | $2.25B |
| VXUS Vanguard Total International… | ▲ Add | +100.0% | $2.20B |
| VOO Vanguard S&P 500 ETF | ▲ Add | +100.0% | $1.06B |
| VYM Vanguard High Dividend Yield… | ▲ Add | +100.0% | $398.64M |
| MSFT Microsoft Corporation | ▲ Add | +12.2% | $446.14M |
| SCHE Schwab Emerging Markets… | ▲ Add | +100.0% | $149.24M |
| IVV iShares Core S&P 500 ETF | ▲ Add | +100.0% | $139.07M |
| WMT Walmart Inc. | ▲ Add | +62.8% | $116.00M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.