All 23 'T' SEC Investors

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

CIK 0002107256 13F manager

TrustBank

Top reported holdings
VANGUARD 500 INDEX FUND ETF, VANGUARD FTSE DEVELOPED MARKETS, INVESCO QQQ TRUST, JPMORGAN MORTGAGE BACKED
Location
Olney, IL
Latest filing
Q1 2026
Holdings count
154
Holdings value
$257.82M
CIK 0001845163 13F manager

Team Financial Group, LLC

Top reported holdings
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND, WISDOMTREE U.S. LARGECAP FUND, WISDOMTREE FLOATING RATE TREASURY FUND, WISDOMTREE U.S. MULTIFACTOR FUND
Location
Temecula, CA
Latest filing
Q1 2026
Holdings count
273
Holdings value
$220.15M

SEC Investors

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