CAPTRUST FINANCIAL ADVISORS

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

Total AUM
$15.51B
13F filings
4
Latest filing
Aug 23, 2022

Top 10 holdings

IVV $594.79M
3.84% of AUM
AAPL $582.75M
3.76% of AUM
SHY $467.24M
3.01% of AUM
CMCSA $438.68M
2.83% of AUM
VTV $410.74M
2.65% of AUM
IEF $375.91M
2.42% of AUM
EMR $235.44M
1.52% of AUM
MGK $198.05M
1.28% of AUM
SPY $197.83M
1.28% of AUM
VEU $197.72M
1.28% of AUM

About this filer

FilingIQ has indexed 4 quarterly Form 13F filings from CAPTRUST FINANCIAL ADVISORS. Reported assets under management total $15.51B.

View live CAPTRUST FINANCIAL ADVISORS filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does CAPTRUST FINANCIAL ADVISORS have under management?
Per CAPTRUST FINANCIAL ADVISORS's most recent SEC Form 13F filing dated Aug 23, 2022, total assets under management are $15.51B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has CAPTRUST FINANCIAL ADVISORS submitted?
FilingIQ has indexed 4 quarterly Form 13F filings from CAPTRUST FINANCIAL ADVISORS. Filings are due 45 days after quarter-end.
Where does CAPTRUST FINANCIAL ADVISORS's holdings data come from?
Every position shown on this page sources back to CAPTRUST FINANCIAL ADVISORS'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.