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
54
4
1
3
2
0
46
2
3
ASPIRIANT LLC

Time Period2018-09-30

Total Holdings239

Total Value ($x1000)1,169,708
Activities
New22

Increased34

Unchanged43

Decreased140

Sold Out27

Top 10 Stock Holdingstotal 48.52%
ACWV11.82

MLPI8.93

IWW4.36

VIG3.85

VOO3.64

 
VNQI3.49

VNQ3.43

BND3.2

IVV3.17

SPY2.63

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ACWV
11.82%
CNTRY MIN VL ETF
MLPI
8.93%
ALERIAN INFRST
IWW
4.36%
RUS 3000 VAL ETF
VIG
3.85%
DIV APP ETF
VOO
3.64%
SHS
VNQI
3.49%
GLB EX US ETF
VNQ
3.43%
REIT ETF
BND
3.2%
TOTAL BND MRKT
IVV
3.17%
CORE S&P500 ETF
SPY
2.63%
TR UNIT
VEA
2.43%
FTSE DEV MKT ETF
AAPL
2.1%
COM
IEMG
1.9%
CORE MSCI EMKT
BRK.B
1.78%
CL B NEW
IWM
1.64%
RUSSELL 2000 ETF
IYR
1.59%
U.S. REAL ES ETF
VEU
1.57%
ALLWRLD EX US
IWB
1.33%
RUS 1000 ETF
EFA
1.27%
MSCI EAFE ETF
USMV
1.22%
USA MIN VOL ETF
VCSH
1.14%
SHRT TRM CORP BD
AMU
1.02%
ETRAC ALER MLP
RWX
1.01%
DJ INTL RL ETF
XLF
1.01%
SBI INT-FINL
MUB
0.94%
NAT AMT FREE BD
IWD
0.91%
RUS 1000 VAL ETF
FB
0.85%
CL A
EEM
0.8%
MSCI EMG MKT ETF
IEFA
0.74%
CORE MSCI EAFE
EEMV
0.73%
EM MK MINVOL ETF
IDV
0.69%
INTL SEL DIV ETF
USB
0.67%
COM NEW
VWO
0.63%
FTSE EMR MKT ETF
CINF
0.61%
COM
MSFT
0.52%
COM
GOOGL
0.52%
CAP STK CL A
IYLD
0.52%
MRNGSTR INC ETF
BNDX
0.51%
INTL BD IDX ETF
VYM
0.5%
HIGH DIV YLD
VTI
0.5%
TOTAL STK MKT
RY
0.5%
COM
ACWX
0.49%
MSCI ACWI US ETF
PFF
0.43%
U.S. PFD STK ETF
SCHX
0.43%
US LRG CAP ETF
JNJ
0.42%
COM
VTIP
0.41%
STRM INFPROIDX
SCHM
0.4%
US MID-CAP ETF
VV
0.38%
LARGE CAP ETF
EFV
0.36%
EAFE VALUE ETF
SCHZ
0.35%
US AGGREGATE B
VGT
0.33%
INF TECH ETF
CVX
0.33%
COM
JPM
0.31%
COM
IWR
0.3%
RUS MID-CAP ETF
PEP
0.3%
COM
PG
0.3%
COM
GOOG
0.27%
CAP STK CL C
IBDL
0.26%
DEC 2020 CORP
IBDM
0.26%
IBND DEC21 ETF
IBDP
0.26%
IBND DEC24 ETF
IBDO
0.26%
IBND DEC23 ETF
IBDN
0.26%
IBND DEC22 ETF
TJX
0.25%
COM
VCIT
0.24%
INT-TERM CORP
UNP
0.24%
COM
RTN
0.24%
COM NEW
DIS
0.24%
COM DISNEY
IFGL
0.24%
INTL DEV RE ETF
IYY
0.23%
DOW JONES US ETF
BRK.A
0.22%
CL A
IWV
0.22%
RUSSELL 3000 ETF
SCHW
0.21%
COM
EFAV
0.21%
EAFE MIN VOL ETF
ABT
0.2%
COM
WFC
0.2%
COM
DEM
0.19%
EMERG MKTS ETF
QCOM
0.19%
COM
MMM
0.17%
COM
AMZN
0.17%
COM
XOM
0.17%
COM
ALGN
0.17%
COM
TOTL
0.17%
SPDR TR TACTIC
DHR
0.16%
COM
VZ
0.16%
COM
SCHE
0.16%
EMRG MKTEQ ETF
MDY
0.15%
UTSER1 S&PDCRP
CMCSA
0.15%
CL A
CSJ
0.14%
1-3 YR CR BD ETF
BSV
0.14%
SHORT TRM BOND
IWF
0.13%
RUS 1000 GRW ETF
IWN
0.13%
RUS 2000 VAL ETF
NEE
0.13%
COM
MRK
0.12%
COM
AGG
0.12%
CORE TOTUSBD ETF
BBH
0.12%
BIOTECH ETF
CSCO
0.11%
COM
IJR
0.11%
CORE S&P SCP ETF
PFE
0.11%
COM
QEMM
0.11%
EM QUAL MIX
INTC
0.11%
COM
VAW
0.1%
MATERIALS ETF
MA
0.09%
CL A
VTV
0.09%
VALUE ETF
VB
0.09%
SMALL CP ETF
ORCL
0.09%
COM
KO
0.09%
COM
PYPL
0.09%
COM
AMGN
0.08%
COM
SCHH
0.08%
US REIT ETF
BAC
0.08%
COM
NKE
0.08%
CL B
ENB
0.08%
COM
GWX
0.08%
S&P INTL SMLCP
T
0.07%
COM
HD
0.07%
COM
XLE
0.07%
SBI INT-ENERGY
UNH
0.07%
COM
IBM
0.07%
COM
ILMN
0.07%
COM
SLGN
0.07%
COM
VUG
0.07%
GROWTH ETF
BOX
0.07%
CL A
EOG
0.07%
COM
HYG
0.06%
IBOXX HI YD ETF
CVS
0.06%
COM
DATA
0.06%
CL A
RGI
0.06%
S&P500 EQL IND
ACWI
0.06%
MSCI ACWI ETF
QAI
0.06%
HEDGE MLTI ETF
BF/B
0.06%
CL B
CWB
0.06%
BRC CNV SECS ETF
BA
0.06%
COM
SDY
0.06%
S&P DIVID ETF
SCHC
0.06%
INTL SCEQT ETF
SPLV
0.06%
S&P500 LOW VOL
ADBE
0.06%
COM
IVE
0.06%
S&P 500 VAL ETF
TD
0.06%
COM NEW
AMJ
0.05%
ALERIAN ML ETN
MPC
0.05%
COM
NVS
0.05%
SPONSORED ADR
DTV
0.05%
UNIT 99/99/9999
V
0.05%
COM CL A
BMY
0.05%
COM
CRM
0.05%
COM
VBK
0.05%
SML CP GRW ETF
FDX
0.05%
COM
ABBV
0.05%
COM
EMR
0.05%
COM
IWO
0.05%
RUS 2000 GRW ETF
DUK
0.04%
COM NEW
DCUD
0.04%
UNIT 08/15/2019
AXP
0.04%
COM
FXB
0.04%
BRIT POUN STRL
HON
0.04%
COM
MCD
0.04%
COM
PX
0.04%
COM
GMF
0.04%
ASIA PACIF ETF
O
0.04%
COM
MRO
0.04%
COM
COF
0.04%
COM
RWR
0.04%
DJ REIT ETF
GE
0.04%
COM
BDX
0.04%
COM
DBEU
0.04%
DB XTR MSCI EUR
LOW
0.04%
COM
UPS
0.04%
CL B
ESRX
0.04%
COM
OXY
0.04%
COM
AEP
0.04%
COM
EFG
0.03%
EAFE GRWTH ETF
CHTR
0.03%
CL A
CLX
0.03%
COM
VFC
0.03%
COM
IWP
0.03%
RUS MD CP GR ETF
SLB
0.03%
COM
UTX
0.03%
COM
BKNG
0.03%
COM
BBT
0.03%
COM
BLK
0.03%
COM
ACN
0.03%
SHS CLASS A
WMT
0.03%
COM
FNDF
0.03%
SCHWB FDT INT LG
COST
0.03%
COM
SCHF
0.03%
INTL EQTY ETF
FOXA
0.03%
CL A
QQQ
0.03%
UNIT SER 1
DXJS
0.03%
JPN SCAP HDG EQT
LMT
0.03%
COM
DWDP
0.03%
COM
WDAY
0.03%
CL A
PM
0.03%
COM
RYH
0.03%
S&P500 EQL HLT
BK
0.03%
COM
GPC
0.03%
COM
MGK
0.03%
MEGA GRWTH IND
MS
0.02%
COM NEW
BMRC
0.02%
COM
CB
0.02%
COM
HYMB
0.02%
NUV HGHYLD MUN
VREX
0.02%
COM
SRE
0.02%
COM
D
0.02%
COM
EPP
0.02%
MSCI PAC JP ETF
GILD
0.02%
COM
AMT
0.02%
COM
NTAP
0.02%
COM
DVY
0.02%
SELECT DIVID ETF
PCG
0.02%
COM
APC
0.02%
COM
TROW
0.02%
COM
FNDX
0.02%
SCHWAB FDT US LG
SBUX
0.02%
COM
IVW
0.02%
S&P 500 GRWT ETF
STI
0.02%
COM
EMN
0.02%
COM
VSS
0.02%
FTSE SMCAP ETF
FLL
0.02%
COM
IFV
0.02%
DORSEY WRIGHT
KMB
0.02%
COM
BAX
0.02%
COM
XBI
0.02%
S&P BIOTECH
CI
0.02%
COM
PAYX
0.02%
COM
WBA
0.02%
COM
GLW
0.02%
COM
FNDE
0.02%
SCHWB FDT EMK LG
MO
0.02%
COM
IHI
0.02%
U.S. MED DVC ETF
VBR
0.02%
SM CP VAL ETF
PSA
0.02%
COM
MDT
0.02%
SHS
NAC
0.02%
COM
HBAN
0.01%
COM
UBFO
0.01%
COM
GAB
0.01%
COM
F
0.01%
COM PAR $0.01
PRCP
0.01%
COM
PDS
< 0.01%
COM 2010
SNA
0.31%
COM
SNPS
0.24%
COM
CNP
0.17%
COM
XEL
0.15%
COM
WFC/PL
0.11%
PERP PFD CNV A
WEN
0.09%
COM
ELF
0.07%
COM
PSTG
0.06%
CL A
MMP
0.05%
COM UNIT RP LP
TSLA
0.04%
COM
GLD
0.04%
GOLD SHS
DFS
0.04%
COM
GS
0.03%
COM
COP
0.03%
COM
EPD
0.03%
COM
HNI
0.02%
COM
PSX
0.02%
COM
CELG
0.02%
COM
ANET
0.02%
COM
BIIB
0.02%
COM
PGX
0.02%
PFD ETF
SO
0.02%
COM
HPQ
0.02%
COM
FEI
0.02%
COM
HPE
0.01%
COM
AAC
0.01%
COM
SPRT
0.01%
COM NEW