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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BTC Capital Management Inc
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| CRD # | 127158 |
| SEC # | 801-62140 |
| CIK # | 0001611848 |
| AUM | $4.2 B (2025-03-14) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Phone | 515-245-5638 |
| Address | 453 7th Street Des Moines, IA 50309-3702 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 55.0 | ||
| Nvidia Corp | 51.3 | ||
| Apple Inc | 43.0 | ||
| Broadcom Inc | 33.8 | ||
| Amazon Com Inc | 29.5 | ||
| Alphabet Inc | 28.7 | ||
| Facebook Inc | 27.9 | ||
| Wal Mart Stores Inc | 22.3 | ||
| J P Morgan Chase & Co | 21.5 | ||
| Exxon Mobil Corp | 20.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 20 | 3.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 31 | 0.2 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,262 | 4.2 |
| By Discretionary | ||
| Discretionary | 2,253 | 3.0 |
| Non-Discretionary | 9 | 1.2 |
| Total | 2,262 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 2,262 | 4.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001611848] |
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|---|---|---|
|
Concourse Financial Group Securities Inc
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AL | 4.4 |
|
Cain Watters & Associates LLC
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TX | 4.2 |
|
TFO Family Office Partners Inc
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AZ | 4.2 |
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Clifford Swan Investment Counsel LLC
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CA | 4.1 |
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Moreton Asset Management LLC
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UT | 4.1 |
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Alaska Permanent Capital Management Co
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AK | 4.1 |
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M Holdings Securities Inc
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OR | 4.1 |
|
Beacon Capital Management Inc
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|
OH | 4.1 |
|
Osaic Institutions Inc
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|
CT | 4.0 |
|
Capital Asset Advisory Services LLC
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|
MI | 4.0 |