USAAX

USAA Aggressive Growth

Institutional Ownership · Q4 2025

Filing: Q4 2025

USAA Aggressive Growth (USAAX) is held by 4 institutional investors with combined holdings of $1M. Major holders include CCM INVESTMENT ADVISERS L, Coston, McIsaac & Partner, CARRET ASSET MANAGEMENT, .

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Institutional Holders

Total Value

$1.5M

Ownership %

—

🏦 Top Institutional Holders

CCM INVESTMENT ADVISERS LLC

8.0K shares

$662.3K

Coston, McIsaac & Partners

37.3K shares

$508.0K

CARRET ASSET MANAGEMENT, LLC

6.4K shares

$259.3K

KELLEHER FINANCIAL ADVISORS

761 shares

$57.1K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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