Filer Snapshot

RATIONAL ADVISORS, INC.

CIK 0001143565. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

70

Latest filing

07 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$979.91M

179 holdings for Q1 2026

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Largest parsed holding

SCHZ

$71.43M reported value

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13D/G large stake

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Source: SEC Form 13F

13F-HR filed on 07 May 2026 for CIK 0001143565.

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Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$979.91M

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$979.91M

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

SCHZ AGG BND NTSX MLPX
+15 moreQQQM XLU VIG IVV JEPI SCHH PFFD IEFA VOO VCIT WFCPRL DFCF SPYM BAB NEEPRT

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

SCHZ AGG BND NTSX MLPX QQQM XLU VIG
+12 moreIVV JEPI SCHH PFFD IEFA VOO VCIT WFCPRL DFCF SPYM BAB NEEPRT
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
207 Calle De Parque St., San Juan, 00912
SEC profile 2 profile fields
Fiscal year-end
31 December
Former SEC names
RATIONAL ADVISORS LLC (to 31 Jan 2025), HUNTINGTON ASSET ADVISORS, INC. (to 11 May 2016), HUNTINGTON ASSET ADVISORS INC (to 30 Aug 2006)

Filer intelligence

What SEC filings say about RATIONAL ADVISORS, INC.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $979.91M across 179 reported holdings for Q1 2026.
  • Largest parsed 13F holding: SCHZ at $71.43M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 179 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 07 May 2026

Top 5 concentration

34%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$333.21M

Compared with $979.91M total 13F value.

Top 5 net change

+$97.86M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SCHZ ยท Largest trim: SPAB

SCHZ AGG BND NTSX MLPX Other holdings

SCHZ

7.3%

Schwab Strategic Tr

$71.43M

AGG

7.3%

Ishares Tr

$71.34M

BND

7.3%

Vanguard Bd Index Fds

$71.33M

NTSX

7.1%

Wisdomtree Tr

$69.33M

MLPX

5.1%

Global X Fds

$49.78M

Latest update

What changed recently for RATIONAL ADVISORS, INC.

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

07 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 07 May 2026.

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Benchmark Context

Benchmark context for this company

RATIONAL ADVISORS, INC. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001143565 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
70
First seen
27 May 2014
Latest filing
07 May 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A 13F-NT

CIK-linked evidence first

RATIONAL ADVISORS, INC. SEC filings RATIONAL ADVISORS, INC. 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 70 SEC filings for RATIONAL ADVISORS, INC..

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13F-HR

13F-HR filing

Filing date
07 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR

13F-HR filing

Filing date
10 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
12 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
31 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
01 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
31 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
30 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
25 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
23 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
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13F-HR/A

13F-HR/A filing

Filing date
14 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
14 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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