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| Twin Oak ETF Company
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|---|---|
| CRD # | 330365 |
| SEC # | 801-130584 |
| CIK # | 0002069727 |
| AUM | 1,057.8 M (2026-05-28) |
| Employees | 6 (50% Investors, 17% Brokers) |
| Phone | 617-402-5495 |
| Address | 888 Worcester St Wellesley, MA 02482 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002069727 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Facebook Inc | 0.3 | ||
| Tesla Motors Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Apple Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| iShares Bitcoin Trust | 0.2 | ||
| Oneok Inc /New/ | 0.1 | ||
| MicroStrategy Inc | 0.1 | ||
| Cameco Corp | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 0 | 0.0 |
| (d) Investment companies | 5 | 1,057.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 1,057.8 |
| By Discretionary | ||
| Discretionary | 5 | 1,057.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 1,057.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,057.8 | |
| Total | 5 | 1,057.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002069727] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
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|---|---|---|
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