BTC Capital Management, Inc.

All 13F Filings

Location
Des Moines, IA
Most recent 13F
Q2 2026
Holdings value ($000)
1,647,098
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/16/2026 207 1,647,098 13F-HR BTC Capital Management, Inc.
Q1 2026 4/20/2026 207 1,477,385 13F-HR BTC Capital Management, Inc.
Q4 2025 1/15/2026 207 1,433,220 13F-HR BTC Capital Management, Inc.
Q3 2025 11/6/2025 202 1,449,078 13F-HR BTC Capital Management, Inc.
Q2 2025 7/11/2025 201 1,225,001 13F-HR BTC Capital Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.155 M 70.1% 104.7 K 0 104.7 K
ETFs 481.8 K 29.2% 63.79 K 0 63.79 K
Debt 0 0.0% 0 998 -998
Other 10.52 K 0.6% 2.251 K 0 2.251 K
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Fund Snapshot

Q2 2026
Latest filed
7/16/2026
Total value ($000)
1,647,098
Holdings
207
QoQ value change ($000)
169,713 (11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.