All 7 'K' SEC Investors
Institutional investment managers with at least $100 million in assets under management.
CIK 0002099997
13F manager
- Top reported holdings
- TESLA INC COM, BROADCOM INC COM, MODINE MFG CO COM, NVIDIA CORPORATION COM
- Location
- Seal Beach, CA
- Holdings count
- 91
- Holdings value
- $583.55M
CIK 0001919438
13F manager
- Top reported holdings
- VANECK ETF TRUST, VANGUARD INDEX FDS, ISHARES TR, FIDELITY COVINGTON TRUST
- Location
- St. Louis, MO
- Holdings count
- 151
- Holdings value
- $452M
CIK 0002035883
13F manager
- Top reported holdings
- SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, SPDR SERIES TRUST
- Location
- Dublin, OH
- Holdings count
- 82
- Holdings value
- $294.49M
CIK 0001842013
13F manager
- Top reported holdings
- STATE STR SPDR S&P 500 ETF T, SCHWAB STRATEGIC TR, APPLE INC, CAPITAL GROUP DIVIDEND VALUE
- Location
- Campbell, CA
- Holdings count
- 170
- Holdings value
- $235.97M
CIK 0001910381
13F manager
- Top reported holdings
- STATE STR SPDR S&P 500 ETF T, INNOVATOR ETFS TRUST, INVESCO EXCH TRADED FD TR II, SCHWAB STRATEGIC TR
- Location
- Cincinnati, OH
- Holdings count
- 79
- Holdings value
- $184.49M
CIK 0001568235
13F manager
- Top reported holdings
- ISHARES TR IEF, PROTAGONIST THERAPEUTICS INC, TRUSTCO BK CORP N Y, FIDELITY COVINGTON TRUST FELC
- Location
- Saratoga Springs, NY
- Holdings count
- 158
- Holdings value
- $3K
CIK 0002004495
13F manager
- Top reported holdings
- SCHWAB STRATEGIC TR, ISHARES TR, NUSHARES ETF TR, ISHARES TR
- Location
- Keller, TX
- Holdings count
- 58
- Holdings value
- $2.3K