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
68
13
80
3
8
7
57
18
24
BAILARD INC

Time Period2018-09-30

Total Holdings526

Total Value ($x1000)1,710,181
Activities
New77

Increased164

Unchanged106

Decreased179

Sold Out61

Top 10 Stock Holdingstotal 32.56%
SPY4.71

QQQ4.32

VTI4.22

IWN3.72

GLD3.1

 
AGG2.9

MSFT2.71

AAPL2.48

SHM2.47

FB1.93

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
4.71%
TR UNIT
QQQ
4.32%
UNIT SER 1
VTI
4.22%
TOTAL STK MKT
IWN
3.72%
RUS 2000 VAL ETF
GLD
3.1%
GOLD SHS
AGG
2.9%
CORE TOTUSBD ETF
MSFT
2.71%
COM
AAPL
2.48%
COM
SHM
2.47%
NUVN BR SHT MUNI
FB
1.93%
CL A
TFI
1.93%
NUVN BRCLY MUNI
IJS
1.38%
SP SMCP600VL ETF
GOOGL
1.37%
CAP STK CL A
VGT
1.22%
INF TECH ETF
CMF
1.16%
CALI AMT-FRE ETF
CSCO
1.1%
COM
VEU
0.91%
ALLWRLD EX US
IVV
0.88%
CORE S&P500 ETF
FLRN
0.8%
INV GRD FLT RT
JNJ
0.78%
COM
GOOG
0.75%
CAP STK CL C
HD
0.74%
COM
IJH
0.73%
CORE S&P MCP ETF
ADBE
0.7%
COM
VBR
0.69%
SM CP VAL ETF
V
0.68%
COM CL A
IWR
0.64%
RUS MID-CAP ETF
VNQ
0.62%
REIT ETF
JPM
0.6%
COM
AMZN
0.59%
COM
XLF
0.59%
SBI INT-FINL
VHT
0.58%
HEALTH CAR ETF
ACN
0.57%
SHS CLASS A
DXC
0.57%
COM
VWO
0.56%
FTSE EMR MKT ETF
UNH
0.55%
COM
VCR
0.55%
CONSUM DIS ETF
VEA
0.54%
FTSE DEV MKT ETF
TXN
0.54%
COM
IJR
0.5%
CORE S&P SCP ETF
HPQ
0.47%
COM
ACWX
0.47%
MSCI ACWI US ETF
TEVA
0.47%
ADR
COST
0.47%
COM
TJX
0.46%
COM
VNM
0.46%
VIETNAM ETF
VIS
0.45%
INDUSTRIAL ETF
DIS
0.45%
COM DISNEY
ALL
0.45%
COM
CHKP
0.44%
ORD
COP
0.43%
COM
CIB
0.43%
SPON ADR PREF
HII
0.42%
COM
XLK
0.41%
TECHNOLOGY
DHR
0.41%
COM
NTAP
0.41%
COM
VDC
0.41%
CONSUM STP ETF
VCIT
0.41%
INT-TERM CORP
PNC
0.38%
COM
EC
0.37%
SPONSORED ADS
ATVI
0.37%
COM
MDT
0.36%
SHS
TGT
0.36%
COM
SYY
0.34%
COM
PLD
0.33%
COM
ITW
0.33%
COM
UNP
0.33%
COM
MRK
0.32%
COM
BLK
0.32%
COM
VZ
0.32%
COM
HUM
0.32%
COM
IGM
0.31%
N AMER TECH ETF
WM
0.3%
COM
PHYS
0.3%
UNIT
MMM
0.29%
COM
TSM
0.29%
SPONSORED ADR
CFG
0.28%
COM
CSJ
0.28%
1-3 YR CR BD ETF
EFA
0.28%
MSCI EAFE ETF
BABA
0.27%
SPONSORED ADS
CL
0.27%
COM
AVY
0.26%
COM
CR
0.26%
COM
VOX
0.26%
TELCOMM ETF
RNG
0.26%
CL A
KMB
0.25%
COM
EOG
0.24%
COM
NVDA
0.24%
COM
SCHX
0.24%
US LRG CAP ETF
T
0.24%
COM
KLAC
0.24%
COM
BAC
0.24%
COM
STT
0.24%
COM
RWX
0.24%
DJ INTL RL ETF
PEP
0.24%
COM
CVS
0.23%
COM
BMY
0.23%
COM
USB
0.22%
COM NEW
MPC
0.22%
COM
LEA
0.22%
COM NEW
DGX
0.22%
COM
HUBS
0.21%
COM
GILD
0.21%
COM
IVW
0.21%
S&P 500 GRWT ETF
OEF
0.21%
S&P 100 ETF
IVE
0.21%
S&P 500 VAL ETF
EEFT
0.21%
COM
INTC
0.21%
COM
TSE
0.21%
SHS
WH
0.2%
COM
LMT
0.2%
COM
MXIM
0.2%
COM
CELG
0.2%
COM
DAN
0.19%
COM
EEM
0.19%
MSCI EMG MKT ETF
ORBK
0.19%
ORD
LRCX
0.19%
COM
FLOT
0.19%
FLTG RATE BD ETF
PKG
0.19%
COM
TECD
0.18%
COM
CTSH
0.18%
CL A
SCHE
0.18%
EMRG MKTEQ ETF
CMI
0.18%
COM
AMAT
0.18%
COM
QLYS
0.18%
COM
VDE
0.18%
ENERGY ETF
SCHF
0.17%
INTL EQTY ETF
RS
0.17%
COM
FLEX
0.17%
ORD
VPU
0.17%
UTILITIES ETF
IGF
0.16%
GLB INFRASTR ETF
HUN
0.16%
COM
VCSH
0.16%
SHRT TRM CORP BD
PX
0.16%
COM
FCX
0.16%
COM
AVGO
0.16%
COM
SGMO
0.15%
COM
BAH
0.15%
CL A
XOM
0.15%
COM
EA
0.15%
COM
NOC
0.15%
COM
IEMG
0.15%
CORE MSCI EMKT
VALE
0.14%
ADR
DVAX
0.14%
COM NEW
MDY
0.14%
UTSER1 S&PDCRP
BAP
0.14%
COM
CVX
0.13%
COM
VRNS
0.13%
COM
PBR
0.13%
SPONSORED ADR
ARNA
0.13%
COM NEW
SNE
0.13%
ADR NEW
ARQL
0.13%
COM
GVI
0.13%
INTRM GOV/CR ETF
BRK.B
0.13%
CL B NEW
VAW
0.12%
MATERIALS ETF
INFY
0.12%
SPONSORED ADR
MDCO
0.12%
COM
OXY
0.12%
COM
BLL
0.12%
COM
ZGNX
0.12%
COM NEW
ICF
0.11%
COHEN&STEER REIT
SYK
0.11%
COM
GWRE
0.11%
COM
SLB
0.11%
COM
DRNA
0.11%
COM
PWR
0.11%
COM
MUB
0.11%
NAT AMT FREE BD
TEL
0.1%
REG SHS
IBM
0.1%
COM
MEIP
0.1%
COM NEW
STAY
0.1%
UNIT 99/99/9999B
ONCE
0.1%
COM
BIDU
0.1%
SPON ADR REP A
IWM
0.1%
RUSSELL 2000 ETF
DBVT
0.1%
SPONSORED ADR
TLO
0.09%
BRCLYS LG TRS ET
DFS
0.09%
COM
FTV
0.09%
COM
IYR
0.09%
U.S. REAL ES ETF
LSTR
0.09%
COM
RTN
0.09%
COM NEW
XLRE
0.09%
RL EST SEL SEC
DERM
0.09%
COM
BSBR
0.09%
ADS REP 1 UNIT
OFC
0.09%
SH BEN INT
WFC
0.08%
COM
MAN
0.08%
COM
WCC
0.08%
COM
BIL
0.08%
SPDR BLOOMBERG
AMGN
0.08%
COM
PG
0.08%
COM
UTX
0.08%
COM
AZO
0.08%
COM
FISI
0.07%
COM
GBT
0.07%
COM
SPLK
0.07%
COM
AXP
0.07%
COM
TRV
0.07%
COM
PPG
0.07%
COM
PFE
0.07%
COM
GD
0.07%
COM
FISV
0.07%
COM
QCOM
0.07%
COM
PTI
0.07%
COM
LOGM
0.07%
COM
IR
0.06%
SHS
HON
0.06%
COM
SCHZ
0.06%
US AGGREGATE B
SCHO
0.06%
SHT TM US TRES
KLD
0.06%
USA ESG SLCT ETF
DVY
0.06%
SELECT DIVID ETF
ORCL
0.06%
COM
WVE
0.06%
SHS
WAT
0.06%
COM
IBN
0.06%
ADR
PBF
0.06%
CL A
ECL
0.06%
COM
BBY
0.06%
COM
ABT
0.06%
COM
NWE
0.06%
COM NEW
ITUB
0.06%
SPON ADR REP PFD
POR
0.06%
COM NEW
VRS
0.06%
CL A
SCCO
0.06%
COM
ADP
0.05%
COM
SPYX
0.05%
SP500 FOSL ETF
SRLN
0.05%
BLKSTN GSOSRLN
VLO
0.05%
COM
PNM
0.05%
COM
CUBE
0.05%
COM
AIV/PA
0.05%
PFD CL A 6.875%
HDS
0.05%
COM
SCHA
0.05%
US SML CAP ETF
TSU
0.05%
SPONSORED ADR
COR
0.05%
COM
IMMU
0.05%
COM
TWLO
0.05%
CL A
BDN
0.05%
SH BEN INT NEW
BKH
0.05%
COM
EIG
0.05%
COM
AROC
0.05%
COM
FNJN
0.05%
COM NEW
BIIB
0.05%
COM
BA
0.05%
COM
TWTR
0.04%
COM
CBT
0.04%
COM
ABBV
0.04%
COM
XLRN
0.04%
COM
SMB
0.04%
AMT FREE SHORT M
HIW
0.04%
COM
AAT
0.04%
COM
APC
0.04%
COM
MCD
0.04%
COM
TG
0.04%
COM
THFF
0.04%
COM
IBCP
0.04%
COM NEW
SCHN
0.04%
CL A
RVSB
0.04%
COM
BSRR
0.04%
COM
RZV
0.04%
S&P SML600 VAL
WLL
0.04%
COM NEW
NXPI
0.04%
COM
INDA
0.04%
MSCI INDIA ETF
MEDP
0.04%
COM
TOWR
0.04%
COM
IVR
0.04%
COM
NSIT
0.04%
COM
NSC
0.04%
COM
PEBO
0.04%
COM
XLE
0.04%
SBI INT-ENERGY
WWWW
0.04%
COM
TBNK
0.04%
COM
UFS
0.04%
COM NEW
SCHH
0.04%
US REIT ETF
NKE
0.04%
CL B
RBCAA
0.04%
CL A
TCBK
0.04%
COM
FONR
0.04%
COM NEW
UBNK
0.04%
COM
TBBK
0.04%
COM
AYR
0.04%
COM
XLV
0.04%
SBI HEALTHCARE
YY
0.04%
ADS REPCOM CLA
MGLN
0.04%
COM NEW
WTBA
0.04%
CAP STK
ARWR
0.04%
COM
SHBI
0.04%
COM
HI
0.04%
COM
MLHR
0.04%
COM
NHC
0.04%
COM
ABUS
0.04%
COM
UPS
0.04%
CL B
FDEF
0.04%
COM
VPG
0.04%
COM
BX
0.04%
COM UNIT LTD
EPM
0.04%
COM
SUSB
0.04%
ESG 1 5 YR USD
IBB
0.04%
NASDQ BIOTEC ETF
HURC
0.04%
COM
KEM
0.04%
COM NEW
PINC
0.04%
CL A
KRA
0.04%
COM
DSI
0.04%
MSCI KLD400 SOC
KLIC
0.04%
COM
BSV
0.04%
SHORT TRM BOND
BHE
0.04%
COM
OSK
0.04%
COM
TDS
0.04%
COM NEW
JBL
0.04%
COM
KFY
0.04%
COM NEW
MU
0.04%
COM
XNCR
0.04%
COM
NCS
0.04%
COM NEW
SIVB
0.04%
COM
EGLE
0.04%
SHS NEW
MTG
0.04%
COM
ATGE
0.04%
COM
TTI
0.04%
COM
VV
0.04%
LARGE CAP ETF
FR
0.04%
COM
INTU
0.04%
COM
OCSL
0.04%
COM
CMCSA
0.04%
CL A
NBIX
0.04%
COM
WD
0.04%
COM
VYM
0.03%
HIGH DIV YLD
MKSI
0.03%
COM
NAVI
0.03%
COM
VEC
0.03%
COM
EBF
0.03%
COM
CRAI
0.03%
COM
TLYS
0.03%
CL A
PRGS
0.03%
COM
LPX
0.03%
COM
BANR
0.03%
COM NEW
KBR
0.03%
COM
ALTR
0.03%
CL A
PLPC
0.03%
COM
UVV
0.03%
COM
ACCO
0.03%
COM
RCKY
0.03%
COM
ESGE
0.03%
MSCI EM ESG SE
PCMI
0.03%
COM
QNST
0.03%
COM
PGC
0.03%
COM
QUAD
0.03%
COM CL A
TMHC
0.03%
CL A
USAK
0.03%
COM
RDN
0.03%
COM
FF
0.03%
COM
AGO
0.03%
COM
IIIN
0.03%
COM
PYPL
0.03%
COM
BDX
0.03%
COM
PKOH
0.03%
COM
OLN
0.03%
COM PAR $1
INTT
0.03%
COM
COLM
0.03%
COM
IRT
0.03%
COM
IRWD
0.03%
COM CL A
KO
0.03%
COM
OSG
0.03%
CL A NEW
KURA
0.03%
COM
SBUX
0.03%
COM
SCHM
0.03%
US MID-CAP ETF
CVTI
0.03%
CL A
XLY
0.03%
SBI CONS DISCR
ZAGG
0.03%
COM
FENY
0.03%
MSCI ENERGY IDX
GMS
0.03%
COM
BPOP
0.03%
COM NEW
MATX
0.03%
COM
RF
0.03%
COM
CWI
0.03%
MSCI ACWI EXUS
BELFB
0.03%
CL B
TTEC
0.03%
COM
WRE
0.03%
SH BEN INT
FHB
0.03%
COM
LUV
0.03%
COM
ETSY
0.03%
COM
MA
0.03%
CL A
FGEN
0.03%
COM
BMRN
0.03%
COM
DISH
0.03%
CL A
QURE
0.03%
SHS
STL
0.03%
COM
HMN
0.03%
COM
KSS
0.03%
COM
STLD
0.03%
COM
SYKE
0.03%
COM
DOOR
0.03%
COM
VRA
0.03%
COM
TAST
0.03%
COM
EME
0.03%
COM
DWDP
0.03%
COM
ENB
0.03%
COM
MTX
0.03%
COM
C
0.03%
COM NEW
ARC
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
CMCO
0.03%
COM
ARRS
0.03%
SHS
RTEC
0.03%
COM
ASBC
0.03%
COM
VOO
0.03%
SHS
SAH
0.03%
CL A
ESIO
0.03%
COM
ARRY
0.03%
COM
CAT
0.03%
COM
STC
0.03%
COM
SLM
0.03%
COM
CNO
0.02%
COM
VRTX
0.02%
COM
ATKR
0.02%
COM
SDY
0.02%
S&P DIVID ETF
ESGR
0.02%
SHS
SCPB
0.02%
BARC SHT TR CP
VYGR
0.02%
COM
SCHG
0.02%
US LCAP GR ETF
TSQ
0.02%
CL A
CUZ
0.02%
COM
AERI
0.02%
COM
ESPR
0.02%
COM
PTVCB
0.02%
CL B
ARE
0.02%
COM
GPK
0.02%
COM
TMO
0.02%
COM
XLP
0.02%
SBI CONS STPLS
ATHM
0.02%
SP ADR RP CL A
EL
0.02%
CL A
GEF
0.02%
CL A
APD
0.02%
COM
PKE
0.02%
COM
FIS
0.02%
COM
LYB
0.02%
SHS - A -
ISBC
0.02%
COM
VRNT
0.02%
COM
FBR
0.02%
SP ADR REP COM
ENVA
0.02%
COM
FHN
0.02%
COM
SBOW
0.02%
COM
DLR
0.02%
COM
LAD
0.02%
CL A
DUK
0.02%
COM NEW
MOFG
0.02%
COM
VIG
0.02%
DIV APP ETF
XBI
0.02%
S&P BIOTECH
VTWV
0.02%
VNG RUS2000VAL
ROST
0.02%
COM
LBTYK
0.02%
SHS CL C
EXAS
0.02%
COM
TRNS
0.02%
COM
UTMD
0.02%
COM
MO
0.02%
COM
HDV
0.02%
HIGH DIVIDND ETF
BRK.A
0.02%
CL A
AVNW
0.02%
COM NEW
WMT
0.02%
COM
MCRN
0.02%
COM
SRE
0.02%
COM
SPG
0.02%
COM
WBA
0.02%
COM
DK
0.02%
COM
BOCH
0.02%
COM
AMP
0.02%
COM
VNQI
0.02%
GLB EX US ETF
INCY
0.02%
COM
LH
0.02%
COM NEW
IONS
0.02%
COM
LOW
0.02%
COM
BLUE
0.02%
COM
GIS
0.02%
COM
EPR
0.02%
COM SH BEN INT
VCTR
0.02%
CL A
LLY
0.02%
COM
HCN
0.02%
COM
SAMG
0.02%
CL A
ABEV
0.02%
SPONSORED ADR
GII
0.02%
S&P GBLINF ETF
MGNX
0.02%
COM
ADC
0.02%
COM
OLP
0.02%
COM
NMFC
0.01%
COM
ALKS
0.01%
SHS
TSG
0.01%
COM
ARI
0.01%
COM
CATO
0.01%
CL A
BBH
0.01%
BIOTECH ETF
CONN
0.01%
COM
SCS
0.01%
CL A
KEY
0.01%
COM
IXUS
0.01%
CORE MSCITOTAL
MINT
0.01%
ENHAN SHRT MAT
SAGE
0.01%
COM
ILMN
0.01%
COM
SPGI
0.01%
COM
WDAY
0.01%
CL A
BGCP
0.01%
CL A
UL
0.01%
SPON ADR NEW
GSK
0.01%
SPONSORED ADR
FRSH
0.01%
COM
TMK
0.01%
COM
BZH
0.01%
COM NEW
XLI
0.01%
SBI INT-INDS
TOT
0.01%
SPONSORED ADR
SBAC
0.01%
CL A
GWW
0.01%
COM
MGK
0.01%
MEGA GRWTH IND
DCI
0.01%
COM
TM
0.01%
SP ADR REP2COM
RIO
0.01%
SPONSORED ADR
LOGI
0.01%
SHS
BHP
0.01%
SPONSORED ADR
HSIC
0.01%
COM
GE
0.01%
COM
AXE
0.01%
COM
PSX
0.01%
COM
CINF
0.01%
COM
SUI
0.01%
COM
TRK
0.01%
COM
TROW
0.01%
COM
ORLY
0.01%
COM
ING
0.01%
SPONSORED ADR
SDPI
0.01%
COM
MTU
0.01%
SPONSORED ADR
NAVB
< 0.01%
COM
MELI
0.23%
COM
WDC
0.17%
COM
CCK
0.15%
COM
TEN
0.14%
COM
KAR
0.14%
COM
NCR
0.13%
COM
BMA
0.13%
SPON ADR B
WYN
0.12%
COM
HSII
0.05%
COM
TEX
0.05%
COM
JBSS
0.04%
COM
APEI
0.04%
COM
CPF
0.04%
COM NEW
KND
0.04%
COM
ITT
0.04%
COM
PLOW
0.04%
COM
AMSWA
0.04%
CL A
FLOW
0.04%
COM
AXAS
0.04%
COM
ITGR
0.04%
COM
GHC
0.03%
COM
TGNA
0.03%
COM
HAE
0.03%
COM
PES
0.03%
COM
MANT
0.03%
CL A
AGRO
0.03%
COM
ZGNX
0.03%
PUT
SNX
0.03%
COM
UCFC
0.03%
COM
ARCB
0.03%
COM
SALM
0.03%
CL A
SASR
0.03%
COM
LAZ
0.03%
SHS A
JOUT
0.03%
CL A
ENS
0.03%
COM
KELYA
0.03%
CL A
MERC
0.03%
COM
BWINB
0.03%
CL B
WUBA
0.02%
SPON ADR REP A
TUSK
0.02%
COM
ANGO
0.02%
COM
CIU
0.02%
INTERM CR BD ETF
BUSE
0.02%
COM NEW
UFAB
0.02%
COM
HBHC
0.02%
COM
CAP
0.02%
COM
PM
0.02%
COM
CECO
0.02%
COM
NAC
0.01%
COM
JAX
0.01%
COM
KIRK
0.01%
COM
TEO
0.01%
SPON ADR REP B
AIZ
0.01%
COM
FFIV
0.01%
COM
ETN
0.01%
SHS
ARNA
0.01%
PUT
EPZM
0.01%
COM
IMMU
0.01%
PUT
ONCE
0.01%
PUT
GBT
< 0.01%
PUT
DERM
< 0.01%
PUT