SEC 13F Intelligence

Managers / Q2 2022

NextCapital Advisers, Inc.

CIK 0001616454 · 104 S. MICHIGAN AVENUE, SUITE 1400, CHICAGO, IL, 60603 · 3122647000

Reported Value
$5.2B
Q2 2022
Positions
14
Filings on Record
18
2019–present window
Filed
Jul 8, 2022
original filing

Summary

Nextcapital Advisers, Inc. reported $5.2B in U.S.-listed holdings across 14 positions for Q2 2022.

The portfolio is heavily concentrated: IVV alone accounts for 29.6% of reported value.

The book was largely unchanged from Q1 2022.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $657MQ4 ’18Q1 ’19: $969MQ2 ’19: $1.3BQ2 ’19Q3 ’19: $1.6BQ4 ’19: $2.1BQ4 ’19Q1 ’20: $2.0BQ2 ’20: $2.5BQ2 ’20Q3 ’20: $3.1BQ4 ’20: $3.8BQ4 ’20Q1 ’21: $4.3BQ2 ’21: $4.9BQ2 ’21Q3 ’21: $5.1BQ4 ’21: $5.7BQ4 ’21Q1 ’22: $5.6BQ2 ’22: $5.2BQ2 ’22filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2022$5.2B14Jul 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$5.6B14Apr 14, 2022RESTATEMENTchanges · EDGAR ↗
Q4 2021$5.7B14Jan 25, 202213F-HRchanges · EDGAR ↗
Q3 2021$5.1B15Nov 8, 202113F-HRchanges · EDGAR ↗
Q2 2021$4.9B18Aug 9, 202113F-HRchanges · EDGAR ↗
Q1 2021$4.3B18Apr 27, 202113F-HRchanges · EDGAR ↗
Q4 2020$3.8B18Jan 21, 202113F-HRchanges · EDGAR ↗
Q3 2020$3.1B16Oct 29, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.5B17Jul 21, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.0B16May 6, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.1B17Jan 27, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.6B15Oct 16, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.3B15Jul 31, 201913F-HRchanges · EDGAR ↗
Q1 2019$969M15Apr 22, 201913F-HRchanges · EDGAR ↗
Q4 2018$657M14Jan 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.