§ 13F · FUND PROFILE
Rakuten Investment Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $28.1B (13F)Positions · 640Turnover · 91% · Q1Filed · May 12, 2026
CONCENTRATION
83%
Top 10 holdings
NEW BUYS
+3
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
OTHER → FINANCIAL SERVICES
-5pp · +-1pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 47.48M | $15.5B | 31.6% | +100% |
| 2 | VTI | VANGUARD INDEX FDS | 47.48M | $15.5B | 31.6% | — |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | 15.51M | $2.1B | 4.3% | — |
| 4 | VT | VANGUARD INTL EQUITY INDEX F | 15.51M | $2.1B | 4.3% | +100% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 41.59M | $1.1B | 2.3% | — |
| 6 | SCHD | SCHWAB STRATEGIC TR | 41.59M | $1.1B | 2.3% | +100% |
| 7 | VXUS | VANGUARD STAR FDS | 15.07M | $1.1B | 2.2% | +100% |
| 8 | VXUS | VANGUARD STAR FDS | 15.07M | $1.1B | 2.2% | — |
| 9 | NVDA | NVIDIA CORPORATION | 4.24M | $700M | 1.4% | +13% |
| 10 | VOO | VANGUARD INDEX FDS | 867K | $529M | 1.1% | +100% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other6.6% (−5pp)
Semiconductors2.7% (−2pp)
Technology1.8% (−4pp)
Media1.8% (−1pp)
Financial Services0.8% (−1pp)
Retail0.8% (−1pp)
§ 03 · THE RAKUTEN SIGNAL
AC read
Rakuten Investment Management, Inc. is a Other fund managing $28.1 billion in assets. The fund runs a broad portfolio of 640 positions, high concentration in top holdings, with the top 10 positions making up 83% of the portfolio. Trading activity is aggressive at 91% quarterly turnover, with 3 new positions and 0 exits last quarter. Top sector allocations: Other (7%), Semiconductors (3%), Technology (2%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Active book
+3 buys · −0 exits · 459 changed
Q4 2025
Busy quarter
+12 buys · −0 exits · 560 changed
Q3 2025
Busy quarter
+637 buys · −0 exits · 0 changed
Q2 2024
Steady book
+0 buys · −0 exits · 0 changed