Advisory Research Inc. ETF holdings
Chicago, IL
Reported $55.9M in 20 ETFs in its Form 13F for June 30, 2026.
ETF value
$55.9M
ETFs held
20
Change from prior quarter
+17.9%
With price moves
ETFs as a share of its 13F
5.6%
of $1.0B
Top 10 of 20 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | $7.7M | 76,730 | +16,619 shares |
| VUSB | Vanguard Ultra-Short Bond ETF | $6.0M | 120,152 | +38,232 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $5.0M | 63,544 | +17,109 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $4.6M | 78,263 | +8,606 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $4.2M | 51,166 | +180 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $4.1M | 37,117 | No change |
| RSP | Invesco S&P 500 Equal Weight ETF | $3.5M | 16,408 | +3 shares |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $3.3M | 63,572 | +19,154 shares |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $3.1M | 57,761 | No change |
| VIG | Vanguard Dividend Appreciation ETF | $2.8M | 11,658 | No change |
10 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000902584. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Advisory Research Inc. own?
Advisory Research Inc. reported 20 ETF positions worth $55.9M in its Form 13F for June 30, 2026. The largest was SGOV, at $7.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.