13FPulse
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Rakuten Investment Management, Inc.

13F equity value
$49.2B
Positions
464
Top 10 concentration
87.2%
Quarters / total new picks
0 / 0
13F equity value over time
$0M$25B$49B20192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not enough history Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

This manager has only 0 evaluable quarters in its current filing history, below our eight-quarter minimum. The holdings and AUM below are current, but we do not assign a copy-trading verdict until enough post-publication returns exist.

Avg 2Q excess
t-stat
Quarterly win rate
Annualized excess
$1 → follow vs universe
$1.00 vs $1.00
Cumulative return: $1 invested in new picks vs universe
1.00 0.92 1.31 1.69 202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry after the actual SEC deadline plus a 2-day buffer

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 464 · 2026 Q1

Ticker Value Weight QoQ
VTI $31.1B
63.1%
ADD ×2.0
VT $4.3B
8.7%
ADD ×2.0
SCHD $2.3B
4.6%
ADD ×2.0
VXUS $2.2B
4.5%
ADD ×2.0
VOO $1.1B
2.1%
ADD ×2.0
NVDA $700M
1.4%
ADD +13%
MSFT $446M
0.9%
ADD +12%
VYM $399M
0.8%
ADD ×2.0
GOOGL $270M
0.5%
ADD +13%
AVGO $248M
0.5%
ADD +15%
GOOG $224M
0.5%
ADD +13%
META $208M
0.4%
ADD +13%
TSLA $186M
0.4%
ADD +15%
SCHE $149M
0.3%
ADD ×2.0
IVV $139M
0.3%
ADD ×2.0
WMT $116M
0.2%
ADD +63%
JPM $114M
0.2%
ADD +12%
XONA.DE $107M
0.2%
ADD +12%
LLY $105M
0.2%
ADD +13%
COST $92M
0.2%
ADD +12%

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry is the first trading session after the actual SEC filing deadline plus a 2-day buffer. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.