RATIONAL ADVISORS, INC. - Portfolio Stock Holdings

RATIONAL ADVISORS, INC. disclosed 189 stock positions in a recent SEC 13F filing. $927,926,852 of stock holdings were filed, with the largest holdings including BND, AGG, and SCHZ. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $2,562,080,825 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.