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
32
8
34
0
9
4
28
17
51
ADVISORY RESEARCH INC

Time Period2018-06-30

Total Holdings363

Total Value ($x1000)6,247,895
Activities
New55

Increased111

Unchanged38

Decreased159

Sold Out60

Top 10 Stock Holdingstotal 30.98%
DPM4.42

WPZ3.87

ETP3.22

MPLX3.2

OKE2.81

 
ANDX2.76

TRGP2.72

EPD2.69

ENLK2.65

MMP2.64

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
DPM
4.42%
COM UT LTD PTN
WPZ
3.87%
COM UNIT LTD PAR
ETP
3.22%
UNIT LTD PRT INT
MPLX
3.2%
COM UNIT REP LTD
OKE
2.81%
COM
ANDX
2.76%
UNIT LP INT
TRGP
2.72%
COM
EPD
2.69%
COM
ENLK
2.65%
COM UNIT REP LTD
MMP
2.64%
COM UNIT RP LP
PAA
2.42%
UNIT LTD PARTN
PSXP
1.79%
COM UNIT REP INT
TEP
1.49%
COM UNIT
KMI
1.48%
COM
ENBL
1.46%
COM UNIT RP IN
SHLX
1.45%
UNIT LTD INT
WPX
1.39%
COM
ETE
1.33%
COM UT LTD PTN
PAGP
1.21%
LTD PARTNR INT A
BPL
1.2%
UNIT LTD PARTN
TEGP
1.08%
CL A
EGN
0.99%
COM
WMB
0.98%
COM
EEP
0.98%
COM
AVT
0.89%
COM
EQT
0.82%
COM
TRP
0.81%
COM
GEL
0.8%
UNIT LTD PARTN
TRS
0.77%
COM NEW
WES
0.74%
COM UNIT LP IN
NGL
0.72%
COM UNIT REPST
CORE
0.71%
COM
EEQ
0.71%
SHS UNITS LLI
ALSN
0.69%
COM
JPM
0.68%
COM
AMGP
0.64%
COM SHS REPSTG
ADNT
0.61%
ORD SHS
WGP
0.6%
COMUNT LTD PT
TECD
0.6%
COM
DOOR
0.6%
COM
VVV
0.58%
COM
CEQP
0.58%
UNIT LTD PARTNER
HHC
0.58%
COM
TJX
0.58%
COM
NAVG
0.57%
COM
AWI
0.57%
COM
EQC
0.56%
COM SH BEN INT
BKU
0.56%
COM
KNOP
0.56%
COM UNITS
TSM
0.55%
SPONSORED ADR
AM
0.55%
UNT LTD PARTN
TCBI
0.53%
COM
CNNE
0.53%
COM
DKL
0.53%
COM UNT RP INT
ACN
0.52%
SHS CLASS A
STOR
0.52%
COM
SM
0.52%
COM
HBNC
0.52%
COM
CASY
0.52%
COM
JACK
0.51%
COM
BCO
0.51%
COM
UNH
0.47%
COM
LNG
0.47%
COM NEW
GOLF
0.46%
COM
ADI
0.45%
COM
HON
0.45%
COM
MSFT
0.45%
COM
ESGR
0.44%
SHS
EQM
0.44%
UNIT LTD PARTN
USDP
0.43%
COM UT REP LTD
RSPP
0.43%
COM
ESL
0.42%
COM
AROC
0.42%
COM
VZ
0.42%
COM
PE
0.4%
CL A
EPM
0.4%
COM
EEX
0.39%
COM
RDS/B
0.37%
SPON ADR B
CPE
0.37%
COM
FLO
0.36%
COM
COG
0.35%
COM
CHT
0.34%
SPON ADR NEW11
MDT
0.31%
SHS
PXD
0.31%
COM
BAC
0.31%
COM
BBT
0.31%
COM
RTN
0.31%
COM NEW
EMN
0.3%
COM
CRZO
0.3%
COM
HD
0.3%
COM
TGT
0.3%
COM
ALEX
0.3%
COM
FNB
0.29%
COM
BANC
0.29%
COM
AMID
0.29%
COM UNITS
LMT
0.29%
COM
UL
0.28%
SPON ADR NEW
ENLC
0.28%
COM UNIT REP LTD
RIO
0.27%
SPONSORED ADR
JNJ
0.26%
COM
LYB
0.25%
SHS - A -
TRV
0.25%
COM
CSFL
0.25%
COM
XOM
0.25%
COM
CSCO
0.25%
COM
LYG
0.24%
SPONSORED ADR
SON
0.24%
COM
UFCS
0.24%
COM
LTXB
0.24%
COM
RRC
0.24%
COM
BOJA
0.23%
COM
SSB
0.22%
COM
EQGP
0.21%
COM UNIT REP
NEP
0.21%
COM UNIT PART IN
ABBV
0.21%
COM
PSDO
0.21%
COM
PBFX
0.2%
UNIT LTD PTNR
ETN
0.19%
SHS
CDW
0.17%
COM
SNA
0.16%
COM
CVNA
0.16%
CL A
CABO
0.16%
COM
ACBI
0.16%
COM
DFS
0.15%
COM
HFWA
0.15%
COM
VOYA
0.14%
COM
SFIX
0.12%
CL A
MMLP
0.12%
UNIT L P INT
COUP
0.12%
COM
USFD
0.11%
COM
VCSH
0.11%
SHRT TRM CORP BD
SUN
0.11%
COM U REP LP
NTNX
0.1%
CL A
NEWR
0.1%
COM
FNF
0.1%
COM
BKI
0.1%
COM
GRUB
0.1%
COM
ZS
0.1%
COM
CHGG
0.1%
COM
ARCC
0.1%
COM
TDOC
0.09%
COM
FSIC
0.09%
COM
ABTX
0.09%
COM
HUBS
0.08%
COM
SMTC
0.08%
COM
AXTA
0.08%
COM
MAIN
0.08%
COM
XENT
0.08%
COM
PRLB
0.08%
COM
HMLP
0.08%
COM UNIT LTD
GLP
0.08%
COM UNITS
GBDC
0.07%
COM
BL
0.07%
COM
IRTC
0.07%
COM
EXAS
0.07%
COM
ETSY
0.07%
COM
RNG
0.07%
CL A
HEP
0.07%
COM UT LTD PTN
GTLS
0.07%
COM PAR $0.01
KFY
0.07%
COM NEW
NVCR
0.07%
ORD SHS
AINV
0.07%
COM
TSLX
0.07%
COM
DVY
0.07%
SELECT DIVID ETF
ELY
0.07%
COM
STAA
0.06%
COM PAR $0.01
NMFC
0.06%
COM
TCPC
0.06%
COM
SLRC
0.06%
COM
ANTM
0.06%
COM
HTGC
0.06%
COM
IRBT
0.06%
COM
OMP
0.06%
COM UNITS REPS
APU
0.06%
UNIT L P INT
JEF
0.06%
COM
STRA
0.06%
COM
HBB
0.05%
CL A
CGBD
0.05%
COM
RSP
0.05%
S&P500 EQL WGT
PODD
0.05%
COM
FOX
0.05%
CL B
SMLP
0.05%
COM UNIT LTD
IFF
0.05%
COM
PSTG
0.05%
CL A
INFY
0.05%
SPONSORED ADR
EVR
0.04%
CLASS A
CCT
0.04%
COM
BABA
0.04%
SPONSORED ADS
WTW
0.04%
COM
CHEF
0.04%
COM
LFUS
0.04%
COM
MGRC
0.04%
COM
MTDR
0.04%
COM
EWA
0.04%
MSCI AUST ETF
ULTA
0.04%
COM
BRK.B
0.04%
CL B NEW
UNP
0.04%
COM
EHC
0.04%
COM
VALE
0.04%
ADR
BOOT
0.04%
COM
CMCSA
0.04%
CL A
CVX
0.04%
COM
SITE
0.04%
COM
MINI
0.03%
COM
PSEC
0.03%
COM
AXP
0.03%
COM
TEL
0.03%
REG SHS
CB
0.03%
COM
DAL
0.03%
COM NEW
KB
0.03%
SPONSORED ADR
MDLZ
0.03%
CL A
CVCO
0.03%
COM
IIVI
0.03%
COM
TWOU
0.03%
COM
OXM
0.03%
COM
PFLT
0.03%
COM
LGND
0.03%
COM NEW
FDUS
0.03%
COM
NOVT
0.03%
COM
MTZ
0.03%
COM
ENTA
0.03%
COM
TTM
0.03%
SPONSORED ADR
LOXO
0.03%
COM
HBAN
0.03%
COM
AUO
0.03%
SPONSORED ADR
PCN
0.03%
COM
LASR
0.03%
COM
MRCC
0.03%
COM
GSBD
0.03%
SHS
PTC
0.02%
COM
NTRA
0.02%
COM
GD
0.02%
COM
DOL
0.02%
INTL LRGCAP DV
HQY
0.02%
COM
PEN
0.02%
COM
CIEN
0.02%
COM NEW
CHFC
0.02%
COM
ATO
0.02%
COM
HXL
0.02%
COM
LITE
0.02%
COM
NOW
0.02%
COM
SHG
0.02%
SPN ADR RESTRD
CLX
0.02%
COM
AXGN
0.02%
COM
EW
0.02%
COM
ORBK
0.02%
ORD
SKM
0.02%
SPONSORED ADR
T
0.02%
COM
NOBL
0.02%
S&P 500 ARISTO
GOOGL
0.02%
CAP STK CL A
NEWT
0.02%
COM NEW
ETFC
0.02%
COM NEW
BF/B
0.02%
CL B
CZZ
0.02%
SHS A
COLL
0.02%
COM
PKX
0.02%
SPONSORED ADR
MOMO
0.02%
ADR
CPS
0.02%
COM
XLRN
0.02%
COM
BLUE
0.02%
COM
KRNT
0.02%
SHS
SBUX
0.02%
COM
CRCM
0.02%
COM
EIDO
0.02%
MSCI INDONIA ETF
CSD
0.02%
S&P SPIN OFF
TROPICAN...
0.02%
COM
AMZN
0.02%
COM
BIL
0.01%
SPDR BLOOMBERG
TWTR
0.01%
COM
ANGI
0.01%
CL A
BX
0.01%
COM UNIT LTD
FND
0.01%
CL A
XOP
0.01%
S&P OILGAS EXP
VTR
0.01%
COM
CSGP
0.01%
COM
SAP
0.01%
SPON ADR
BBVA
0.01%
SPONSORED ADR
ILMN
0.01%
COM
AAPL
0.01%
COM
WSC
0.01%
COM
XPO
0.01%
COM
FORM
0.01%
COM
VEEV
0.01%
CL A COM
SBS
0.01%
SPONSORED ADR
VCIT
0.01%
INT-TERM CORP
W
0.01%
CL A
LPL
0.01%
SPONS ADR REP
ABMD
0.01%
COM
MTN
0.01%
COM
LFL
0.01%
SPONSORED ADR
ANET
0.01%
COM
FANG
0.01%
COM
FLIR
0.01%
COM
AGM
0.01%
CL C
WDAY
0.01%
CL A
OAK
0.01%
UNIT 99/99/9999
TTWO
0.01%
COM
PEP
0.01%
COM
ISBC
0.01%
COM
DLN
0.01%
LARGECAP DIVID
SIVB
0.01%
COM
EQC/PD
0.01%
CUM PFD S D 6.5%
PVH
0.01%
COM
TDG
0.01%
COM
ABEV
0.01%
SPONSORED ADR
KORS
0.01%
SHS
TSLA
0.01%
COM
MO
0.01%
COM
TROW
0.01%
COM
NPO
0.01%
COM
CREE
0.01%
COM
RJF
0.01%
COM
TLK
0.01%
SPONSORED ADR
TTEC
0.01%
COM
SEDG
0.01%
COM
FLT
0.01%
COM
TLP
0.01%
COM UNIT L P
PANW
0.01%
COM
ING
0.01%
SPONSORED ADR
NFLX
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
KEYS
0.01%
COM
BR
0.01%
COM
KHC
0.01%
COM
ENB
0.01%
COM
CFG
0.01%
COM
ITT
0.01%
COM
LULU
0.01%
COM
FITB
0.01%
COM
VBR
0.01%
SM CP VAL ETF
SHOP
0.01%
CL A
CO
0.01%
SHS
ROP
0.01%
COM
AGIO
0.01%
COM
TOT
0.01%
SPONSORED ADR
NBIX
0.01%
COM
DRI
0.01%
COM
OIH
0.01%
OIL SVCS ETF
AVGO
0.01%
COM
DXCM
0.01%
COM
DUK
0.01%
COM NEW
URI
0.01%
COM
SPLK
0.01%
COM
AB
0.01%
UNIT LTD PARTN
PZN
< 0.01%
CLASS A
CIU
< 0.01%
INTERM CR BD ETF
CSJ
< 0.01%
1-3 YR CR BD ETF
HRL
< 0.01%
COM
G
< 0.01%
SHS
VLRS
< 0.01%
SPON ADR RP 10
CRI
< 0.01%
COM
VRSK
< 0.01%
CL A
DEO
< 0.01%
SPON ADR NEW
UTX
< 0.01%
COM
V
< 0.01%
COM CL A
CTSH
< 0.01%
CL A
NVDA
< 0.01%
COM
SCHW
< 0.01%
COM
PFF
< 0.01%
U.S. PFD STK ETF
DIS
< 0.01%
COM DISNEY
BRFS
< 0.01%
SPONSORED ADR
LRN
< 0.01%
COM
SWN
< 0.01%
COM
TCP
1.37%
UT COM LTD PRT
AEUA
0.86%
UNIT 99/99/9999
ALOG
0.46%
COM PAR $0.05
NVS
0.4%
SPONSORED ADR
GMLP
0.35%
COM UNIT LPI
APLP
0.34%
COM UNITS REPSTG
BUNZL PL...
0.27%
COM
BTI
0.21%
SPONSORED ADR
NYLD
0.19%
CL C
PEGI
0.15%
CL A
GLOP
0.12%
UNIT LTD PTNRP
FMI
0.08%
COM
NAP
0.07%
COM UNIT LTD
LUK
0.07%
COM
RSP
0.07%
GUG S&P500 EQ WT
WIFI
0.07%
COM
NKTR
0.05%
COM
TCAP
0.04%
COM
FARO
0.04%
COM
SUM
0.03%
CL A
AHS
0.03%
COM
PAYC
0.03%
COM
RL
0.03%
CL A
ABC
0.03%
COM
IMOS
0.02%
SPONSORED ADR
AERI
0.02%
COM
BPMC
0.02%
COM
KMB
0.02%
COM
BASF SE-...
0.02%
ADR
APAM
0.02%
CL A
ARCO
0.02%
SHS CLASS -A -
GIII
0.02%
COM
BECN
0.02%
COM
PLCE
0.02%
COM
ARRY
0.02%
COM
AVXS
0.01%
COM
TRI
0.01%
COM
FLOW
0.01%
COM
SBAC
0.01%
CL A
TER
0.01%
COM
GPS
0.01%
COM
PH
0.01%
COM
FTNT
0.01%
COM
ATHN
0.01%
COM
AVGO
0.01%
SHS
ALNY
0.01%
COM
SCHL
0.01%
COM
GENTING ...
0.01%
COM
IAC
0.01%
COM PAR $.001
BCE
0.01%
COM NEW
CGNX
0.01%
COM
LYV
0.01%
COM
MLCO
< 0.01%
ADR
VRTX
< 0.01%
COM
SPGI
< 0.01%
COM
ROK
< 0.01%
COM
AMP
< 0.01%
COM
HAIR
< 0.01%
COM
CHK
< 0.01%
COM
TOO
< 0.01%
PARTNERSHIP UN