Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
28
9
35
0
10
4
27
18
44
ADVISORY RESEARCH INC

Time Period2019-06-30

Total Holdings362

Total Value ($x1000)5,085,856
Activities
New58

Increased74

Unchanged45

Decreased185

Sold Out36

Top 10 Stock Holdingstotal 32.59%
ETE5.42

EPD4.19

MMP4.09

DPM3.15

MPLX3.03

 
ANDX2.97

ENLC2.65

PAA2.57

TEGP2.42

KMI2.1

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ETE
5.42%
COM UT LTD PTN
EPD
4.19%
COM
MMP
4.09%
COM UNIT RP LP
DPM
3.15%
COM UT LTD PTN
MPLX
3.03%
COM UNIT REP LTD
ANDX
2.97%
UNIT LP INT
ENLC
2.65%
COM UNIT REP LTD
PAA
2.57%
UNIT LTD PARTN
TEGP
2.42%
CL A
KMI
2.1%
COM
TRGP
1.86%
COM
WMB
1.86%
COM
ENB
1.74%
COM
OKE
1.71%
COM
NGL
1.53%
COM UNIT REPST
PSXP
1.49%
COM UNIT REP INT
ENBL
1.46%
COM UNIT RP IN
CNNE
1.31%
COM
WPX
1.29%
COM
GEL
1.16%
UNIT LTD PARTN
CEQP
1.16%
UNIT LTD PARTNER
TRS
1.12%
COM NEW
HHC
1.08%
COM
PAGP
1.01%
LTD PARTNR INT A
WES
0.99%
COM UNIT LP INT
AVT
0.98%
COM
BCO
0.91%
COM
CORE
0.89%
COM
JPM
0.83%
COM
FANG
0.83%
COM
DKL
0.79%
COM UNT RP INT
SHLX
0.79%
UNIT LTD INT
AM
0.76%
COM
TRP
0.76%
COM
FBHS
0.74%
COM
ACN
0.67%
SHS CLASS A
JNJ
0.67%
COM
EQM
0.67%
UNIT LTD PARTN
AWI
0.63%
COM
VZ
0.63%
COM
KNOP
0.62%
COM UNITS
CABO
0.61%
COM
THG
0.6%
COM
STOR
0.59%
COM
HBNC
0.59%
COM
JACK
0.58%
COM
ALSN
0.56%
COM
GHC
0.56%
COM
ESGR
0.55%
SHS
HON
0.54%
COM
ESI
0.54%
COM
HTH
0.54%
COM
LNG
0.53%
COM NEW
UNH
0.52%
COM
STL
0.51%
COM
CSFL
0.5%
COM
CASY
0.5%
COM
IAA
0.48%
COM
PXD
0.46%
COM
RDS/B
0.46%
SPON ADR B
CPE
0.45%
COM
SM
0.44%
COM
BKU
0.44%
COM
BF/B
0.42%
CL B
USDP
0.42%
COM UT REP LTD
PBFX
0.41%
UNIT LTD PTNR
COG
0.41%
COM
CL
0.4%
COM
MDT
0.4%
SHS
CRZO
0.39%
COM
CHT
0.39%
SPON ADR NEW11
ETRN
0.39%
COM
ATO
0.38%
COM
HEP
0.37%
COM UT LTD PTN
TSM
0.36%
SPONSORED ADR
HD
0.36%
COM
STAY
0.35%
UNIT 99/99/9999B
LYG
0.34%
SPONSORED ADR
BBT
0.34%
COM
GOLF
0.34%
COM
UL
0.34%
SPON ADR NEW
SON
0.34%
COM
TD
0.34%
COM NEW
TJX
0.33%
COM
CSCO
0.32%
COM
RIO
0.32%
SPONSORED ADR
KAR
0.31%
COM
RTN
0.31%
COM NEW
CMCSA
0.3%
CL A
ACBI
0.3%
COM
EQC
0.29%
COM SH BEN INT
PCH
0.29%
COM
DOOR
0.29%
COM
XOM
0.28%
COM
ALEX
0.26%
COM
ETN
0.25%
SHS
BPL
0.25%
UNIT LTD PARTN
EPSN
0.24%
COM
LYB
0.23%
SHS - A -
SMLP
0.22%
COM UNIT LTD
ALTM
0.21%
CL A
NEP
0.2%
COM UNIT PART IN
DTE
0.2%
COM
OTEX
0.2%
COM
HFWA
0.19%
COM
FNB
0.19%
COM
ABTX
0.19%
COM
BWMCU
0.18%
UNIT 11/26/2025
VVV
0.18%
COM
EPM
0.17%
COM
SUN
0.16%
COM U REP LP
CRSAU
0.16%
UNIT 99/99/9999
UFCS
0.15%
COM
DEACU
0.15%
UNIT 06/30/2026
GLP
0.14%
COM UNITS
RSP
0.14%
S&P500 EQL WGT
EEX
0.13%
COM
VCSH
0.13%
SHRT TRM CORP BD
NS
0.13%
UNIT COM
KRNT
0.12%
SHS
GSHD
0.12%
CL A
RRC
0.12%
COM
CVNA
0.12%
CL A
CVX
0.11%
COM
ZS
0.1%
COM
CHGG
0.09%
COM
NVCR
0.09%
ORD SHS
MSFT
0.09%
COM
HMLP
0.09%
COM UNIT LTD
ARCC
0.09%
COM
OMP
0.08%
COM UNITS REPS
MAIN
0.08%
COM
DVY
0.08%
SELECT DIVID ETF
STRA
0.08%
COM
FTDR
0.08%
COM
DFS
0.08%
COM
IFF
0.08%
COM
SNA
0.08%
COM
BL
0.07%
COM
INFY
0.07%
SPONSORED ADR
ANTM
0.07%
COM
GBDC
0.07%
COM
TSLX
0.07%
COM
STAA
0.07%
COM PAR $0.01
TDOC
0.07%
COM
PCTY
0.06%
COM
GOOGL
0.06%
CAP STK CL A
GKOS
0.06%
COM
BOOT
0.06%
COM
SLRC
0.06%
COM
NMFC
0.06%
COM
BABA
0.06%
SPONSORED ADS
HTGC
0.06%
COM
DIS
0.06%
COM DISNEY
TCPC
0.06%
COM
CDW
0.06%
COM
PM
0.06%
COM
AINV
0.06%
COM NEW
ROG
0.06%
COM
AAXN
0.06%
COM
AIN
0.06%
CL A
DAL
0.05%
COM NEW
FSIC
0.05%
COM
LHCG
0.05%
COM
COUP
0.05%
COM
UNP
0.05%
COM
LMT
0.05%
COM
BRK.B
0.05%
CL B NEW
IRBT
0.05%
COM
HUBS
0.05%
COM
GH
0.05%
COM
AXP
0.05%
COM
TEL
0.05%
REG SHS
FIBK
0.05%
COM CL A
SBUX
0.05%
COM
VALE
0.05%
ADR
BAC
0.05%
COM
EWA
0.05%
MSCI AUST ETF
SITE
0.05%
COM
TRUP
0.05%
COM
SFIX
0.05%
CL A
FOXF
0.05%
COM
ENV
0.05%
COM
TNET
0.04%
COM
VCIT
0.04%
INT-TERM CORP
KMPR
0.04%
COM
ASND
0.04%
SPONSORED ADR
VOYA
0.04%
COM
QTWO
0.04%
COM
FLDM
0.04%
COM
PFE
0.04%
COM
HBAN
0.04%
COM
NXST
0.04%
CL A
NOBL
0.04%
S&P 500 ARISTO
MRK
0.04%
COM
EVTC
0.04%
COM
YETI
0.04%
COM
IRTC
0.04%
COM
USPH
0.04%
COM
KTOS
0.04%
COM NEW
AMGN
0.04%
COM
CHEF
0.04%
COM
DECK
0.04%
COM
FNF
0.04%
COM
BKI
0.03%
COM
BRKS
0.03%
COM
FOX
0.03%
CL B COM
INSP
0.03%
COM
PCN
0.03%
COM
TTD
0.03%
CL A
YEXT
0.03%
COM
SBS
0.03%
SPONSORED ADR
LSCC
0.03%
COM
DOL
0.03%
INTL LRGCAP DV
SKM
0.03%
SPONSORED ADR
MRTX
0.03%
COM
AXTA
0.03%
COM
MTDR
0.03%
COM
GD
0.03%
COM
ROKU
0.03%
CL A
LGIH
0.03%
COM
FDUS
0.03%
COM
FIVN
0.03%
COM
USFD
0.03%
COM
GTLS
0.03%
COM PAR $0.01
GRA
0.03%
COM
EME
0.03%
COM
BBDC
0.03%
COM
VBR
0.03%
SM CP VAL ETF
EWY
0.03%
MSCI STH KOR ETF
VEA
0.03%
FTSE DEV MKT ETF
CREE
0.02%
COM
ETSY
0.02%
COM
RNG
0.02%
CL A
CGBD
0.02%
COM
SCM
0.02%
COM
CZZ
0.02%
SHS A
MGRC
0.02%
COM
WHF
0.02%
COM
MTRN
0.02%
COM
CIB
0.02%
SPON ADR PREF
QTRX
0.02%
COM
NOW
0.02%
COM
T
0.02%
COM
ULTA
0.02%
COM
PFLT
0.02%
COM
OSIS
0.02%
COM
HZNP
0.02%
SHS
VCTR
0.02%
CL A
TNDM
0.02%
COM NEW
SSTI
0.02%
COM
PKX
0.02%
SPONSORED ADR
XNCR
0.02%
COM
ALRM
0.02%
COM
GGB
0.02%
SPON ADR REP PFD
CSGP
0.02%
COM
GTX
0.02%
COM
LRN
0.02%
COM
AMZN
0.02%
COM
CSD
0.02%
S&P SPIN OFF
AMBA
0.02%
SHS
FORM
0.02%
COM
CSWC
0.02%
COM
ASX
0.02%
SPONSORED ADS
SPWR
0.02%
COM
ELY
0.02%
COM
EFSC
0.02%
COM
SMTC
0.02%
COM
VTR
0.02%
COM
PRLB
0.02%
COM
NEWT
0.02%
COM NEW
PODD
0.02%
COM
NEWR
0.02%
COM
VGIT
0.01%
INT-TERM GOV
VGSH
0.01%
SHTRM GVT BD ETF
VRRM
0.01%
COM
RAMP
0.01%
COM
KEYS
0.01%
COM
RGS
0.01%
COM
DLN
0.01%
LARGECAP DIVID
XLNX
0.01%
COM
EW
0.01%
COM
TWTR
0.01%
COM
QNST
0.01%
COM
ROAD
0.01%
CL A
KLAC
0.01%
COM
ARVN
0.01%
COM
TPX
0.01%
COM
EQC/PD
0.01%
CUM PFD S D 6.5%
AVGO
0.01%
COM
FLT
0.01%
COM
AUO
0.01%
SPONSORED ADR
FND
0.01%
CL A
EXAS
0.01%
COM
ABEV
0.01%
SPONSORED ADR
MSI
0.01%
COM NEW
HLT
0.01%
WHEN ISSUED
XOP
0.01%
S&P OILGAS EXP
TDG
0.01%
COM
PS
0.01%
CL A
KMX
0.01%
COM
SKY
0.01%
COM
MRVL
0.01%
ORD
NDSN
0.01%
COM
ARNC
0.01%
COM
VMC
0.01%
COM
CIEN
0.01%
COM NEW
LPLA
0.01%
COM
URI
0.01%
COM
DXCM
0.01%
COM
MRCC
0.01%
COM
MO
0.01%
COM
GAIN
0.01%
COM
W
0.01%
CL A
EEFT
0.01%
COM
FITB
0.01%
COM
VRSK
0.01%
CL A
SBAC
0.01%
CL A
WDAY
0.01%
CL A
TTEC
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
QSR
0.01%
COM
FIS
0.01%
COM
NFLX
0.01%
COM
ITT
0.01%
COM
IAC
0.01%
COM PAR $.001
SAP
0.01%
SPON ADR
SPLK
0.01%
COM
TROW
0.01%
COM
WEX
0.01%
COM
AB
0.01%
UNIT LTD PARTN
CIU
0.01%
INTERM CR BD ETF
CLR
0.01%
COM
ANET
0.01%
COM
CSJ
0.01%
1-3 YR CR BD ETF
ZNGA
0.01%
CL A
APTV
0.01%
SHS
BT
0.01%
ADR
AAPL
0.01%
COM
DRI
0.01%
COM
FLIR
0.01%
COM
SWCH
0.01%
CL A
OSTK
0.01%
COM
TSLA
0.01%
COM
LULU
< 0.01%
COM
FCN
< 0.01%
COM
ROK
< 0.01%
COM
ROP
< 0.01%
COM
CO
< 0.01%
SHS
CMCO
< 0.01%
COM
UBER
< 0.01%
COM
NVDA
< 0.01%
COM
SLAB
< 0.01%
COM
FHB
< 0.01%
COM
VEEV
< 0.01%
CL A COM
AZUL
< 0.01%
SPONSR ADR PFD
PHM
< 0.01%
COM
SQ
< 0.01%
CL A
MPWR
< 0.01%
COM
OIH
< 0.01%
OIL SVCS ETF
ING
< 0.01%
SPONSORED ADR
SWN
< 0.01%
COM
SSB
0.09%
COM
TCBI
0.09%
COM
APU
0.05%
UNIT L P INT
LIVN
0.04%
SHS
ARRY
0.03%
COM
ORBK
0.03%
ORD
EMN
0.03%
COM
GSBD
0.02%
SHS
IIVI
0.02%
COM
BCOR
0.02%
COM
FGEN
0.02%
COM
CRCM
0.02%
COM
CLX
0.02%
COM
TPIC
0.02%
COM
NOVT
0.02%
COM
ANF
0.02%
CL A
FN
0.02%
SHS
BIDU
0.01%
SPON ADR REP A
BX
0.01%
COM UNIT LTD
ANGI
0.01%
CL A
PTC
0.01%
COM
GHDX
0.01%
COM
SHOP
0.01%
CL A
OAK
0.01%
UNIT 99/99/9999
MIDD
0.01%
COM
BLUE
0.01%
COM
CMS
0.01%
COM
NRG
0.01%
COM NEW
CPRI
0.01%
SHS
GDDY
0.01%
CL A
CGNX
0.01%
COM
MPW
< 0.01%
COM
ETFC
< 0.01%
COM NEW
TOT
< 0.01%
SPONSORED ADR
ATTO
< 0.01%
SHS
BB
< 0.01%
COM