RATIONAL ADVISORS, INC.
RATIONAL ADVISORS, INC. reported 195 positions worth $1.09B as of June 30, 2026 (13F filed July 24, 2026). Largest holding: AGG (6.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AGG | SH | $72.8M | 6.67% | 735,041 | — | — | |
| ▸ 2 | BND | SH | $72.7M | 6.67% | 990,343 | — | — | |
| ▸ 3 | SCHZ | SH | $72.7M | 6.67% | 3,142,160 | — | — | |
| ▸ 4 | IVV | SH | $52.3M | 4.80% | 69,863 | — | — | |
| ▸ 5 | MLPX | SH | $49.2M | 4.51% | 667,709 | — | — | |
| ▸ 6 | QQQM | SH | $45.9M | 4.21% | 151,497 | — | — | |
| ▸ 7 | NTSX | SH | $43.4M | 3.98% | 735,041 | — | — | |
| ▸ 8 | XLU | SH | $41.1M | 3.77% | 905,679 | — | — | |
| ▸ 9 | VIG | SH | $35.8M | 3.29% | 151,497 | — | — | |
| ▸ 10 | VOO | SH | $34.7M | 3.18% | 50,476 | — | — |
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Frequently Asked Questions
What stocks does RATIONAL ADVISORS, INC. hold as of Q2 2026?
RATIONAL ADVISORS, INC. reported 195 positions worth $1.09B in its Q2 2026 13F filing. Largest positions: AGG (6.7%), BND (6.7%), SCHZ (6.7%), IVV (4.8%) and MLPX (4.5%).
What did RATIONAL ADVISORS, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did RATIONAL ADVISORS, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.