REGENTATLANTIC CAPITAL LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$2.23B
13F filings
2
Latest filing
Oct 20, 2020

Top 10 holdings

IEMG $187.99M
8.45% of AUM
VUG $179.56M
8.07% of AUM
IJR $90.26M
4.06% of AUM
VNQ $85.43M
3.84% of AUM
AAPL $84.25M
3.79% of AUM
SCHF $74.31M
3.34% of AUM
MSFT $65.04M
2.92% of AUM
VOO $50.30M
2.26% of AUM
AMZN $42.08M
1.89% of AUM
WMT $33.63M
1.51% of AUM

About this filer

FilingIQ has indexed 2 quarterly Form 13F filings from REGENTATLANTIC CAPITAL LLC. Reported assets under management total $2.23B.

View live REGENTATLANTIC CAPITAL LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does REGENTATLANTIC CAPITAL LLC have under management?
Per REGENTATLANTIC CAPITAL LLC's most recent SEC Form 13F filing dated Oct 20, 2020, total assets under management are $2.23B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has REGENTATLANTIC CAPITAL LLC submitted?
FilingIQ has indexed 2 quarterly Form 13F filings from REGENTATLANTIC CAPITAL LLC. Filings are due 45 days after quarter-end.
Where does REGENTATLANTIC CAPITAL LLC's holdings data come from?
Every position shown on this page sources back to REGENTATLANTIC CAPITAL LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.