All 12 'L' SEC Investors

Institutional investment managers with at least $100 million in assets under management.

CIK 0001834011 13F manager

Legacy Financial Group LLC

Top reported holdings
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF, FT VEST LADDERED DEEP BUFFER ETF, ISHARES CORE S&P U.S. GROWTH ETF, STATE STREET SPDR S&P DIVIDEND ETF
Location
Des Moines, IA
Latest filing
Q1 2026
Holdings count
121
Holdings value
$793.99M
CIK 0001725888 13F manager

Murray Antman Dba SimplyRich Lester

Top reported holdings
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF, ISHARES GLOBAL REIT ETF, RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS, TRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHS
Location
Carlsbad, CA
Latest filing
Q1 2026
Holdings count
233
Holdings value
$76.4K

SEC Investors

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