Veritable, L.P.

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

Total AUM
$3.65B
13F filings
1
Latest filing
Jul 19, 2016

Top 10 holdings

SPY $603.27M
16.51% of AUM
IWB $110.81M
3.03% of AUM
IVV $110.32M
3.02% of AUM
VOO $93.00M
2.55% of AUM
IJH $91.67M
2.51% of AUM
EFA $89.51M
2.45% of AUM
IWR $82.44M
2.26% of AUM
IWM $81.32M
2.23% of AUM
XLE $80.99M
2.22% of AUM
VYM $55.92M
1.53% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Veritable, L.P.. Reported assets under management total $3.65B.

View live Veritable, L.P. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Veritable, L.P. have under management?
Per Veritable, L.P.'s most recent SEC Form 13F filing dated Jul 19, 2016, total assets under management are $3.65B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Veritable, L.P. submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Veritable, L.P.. Filings are due 45 days after quarter-end.
Where does Veritable, L.P.'s holdings data come from?
Every position shown on this page sources back to Veritable, L.P.'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.