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Stock Style
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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
48
8
10
1
1
0
31
3
8
CAPITAL ADVISORS INC OK

Time Period2018-12-31

Total Holdings174

Total Value ($x1000)1,539,143
Activities
New27

Increased91

Unchanged15

Decreased41

Sold Out33

Top 10 Stock Holdingstotal 40.17%
VGSH7.83

AAON6.97

XOM6.8

TOTL4.5

IBDQ2.82

 
MSFT2.46

IBDM2.44

IBDS2.28

BSCK2.05

IBDN2.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VGSH
7.83%
SHTRM GVT BD ETF
AAON
6.97%
COM PAR $0.004
XOM
6.8%
COM
TOTL
4.5%
SPDR TR TACTIC
IBDQ
2.82%
IBND DEC25 ETF
MSFT
2.46%
COM
IBDM
2.44%
IBND DEC21 ETF
IBDS
2.28%
IBONDS ETF
BSCK
2.05%
BULSHS 2020 CB
IBDN
2.02%
IBND DEC22 ETF
IBDR
1.75%
IBONDS DEC2026
PG
1.54%
COM
IBDO
1.52%
IBND DEC23 ETF
AMZN
1.47%
COM
AAPL
1.41%
COM
V
1.37%
COM CL A
PEP
1.32%
COM
BAM
1.23%
CL A LTD VT SH
BP
1.21%
SPONSORED ADR
UNH
1.2%
COM
VZ
1.07%
COM
GOOG
1.03%
CAP STK CL C
KO
1.01%
COM
C
0.96%
COM NEW
DHR
0.95%
COM
CME
0.94%
COM
LAMR
0.94%
CL A
WMB
0.93%
COM
SCHB
0.89%
US BRD MKT ETF
MRK
0.88%
COM
GIS
0.84%
COM
KMX
0.81%
COM
PFE
0.78%
COM
GM
0.78%
COM
CSCO
0.77%
COM
INTC
0.77%
COM
HBC
0.76%
SPON ADR NEW
PSA
0.76%
COM
DAL
0.75%
COM NEW
LH
0.74%
COM NEW
BABA
0.72%
SPONSORED ADS
PYPL
0.7%
COM
BLK
0.7%
COM
SO
0.69%
COM
MPW
0.69%
COM
RTN
0.67%
COM NEW
WHR
0.66%
COM
BFAM
0.66%
COM
JNJ
0.65%
COM
TEL
0.65%
REG SHS
PEGI
0.64%
CL A
AIG
0.63%
COM NEW
PBCT
0.63%
COM
VLY
0.61%
COM
VYM
0.6%
HIGH DIV YLD
CNP
0.6%
COM
LEG
0.59%
COM
IJR
0.59%
CORE S&P SCP ETF
HR
0.59%
COM
INTU
0.58%
COM
IVW
0.58%
S&P 500 GRWT ETF
BXMT
0.58%
COM CL A
D
0.57%
COM
VIRT
0.55%
CL A
CIM
0.53%
COM NEW
LMT
0.52%
COM
PK
0.44%
COM
CLR
0.43%
COM
IVZ
0.43%
SHS
VNQ
0.41%
REIT ETF
GEO
0.4%
COM
GUNR
0.4%
MORNSTAR UPSTR
IJH
0.39%
CORE S&P MCP ETF
VOD
0.39%
SPNSR ADR NO PAR
NRZ
0.37%
COM NEW
COF
0.36%
COM
CELG
0.36%
COM
HYG
0.35%
IBOXX HI YD ETF
ALB
0.34%
COM
WY
0.32%
COM
TWO
0.31%
COM NEW
IMTM
0.31%
INT DEV MOM FC
IVLU
0.3%
DEV VAL FACTOR
VSS
0.24%
FTSE SMCAP ETF
ISRG
0.23%
COM NEW
FCOM
0.22%
TELECOMM SVCS
CRSP
0.22%
NAMEN AKT
WOOD
0.21%
GL TIMB FORE ETF
EDIT
0.2%
COM
GOOGL
0.2%
CAP STK CL A
HD
0.19%
COM
ABBV
0.17%
COM
XBI
0.17%
S&P BIOTECH
VWO
0.17%
FTSE EMR MKT ETF
GMM
0.16%
EMERG MKTS ETF
SCHC
0.16%
INTL SCEQT ETF
SCHF
0.16%
INTL EQTY ETF
ABT
0.14%
COM
WMT
0.14%
COM
SPY
0.14%
TR UNIT
OKE
0.13%
COM
BAC
0.13%
COM
CXO
0.11%
COM
T
0.11%
COM
CVX
0.11%
COM
JPM
0.09%
COM
BSV
0.09%
SHORT TRM BOND
MMM
0.08%
COM
SCHD
0.08%
US DIVIDEND EQ
BMY
0.07%
COM
FITB
0.07%
COM
CSX
0.06%
COM
COP
0.06%
COM
PB
0.06%
COM
BRK.B
0.06%
CL B NEW
IWF
0.06%
RUS 1000 GRW ETF
TWTR
0.05%
COM
EPD
0.05%
COM
TCBI
0.05%
COM
AMJ
0.05%
ALERIAN ML ETN
PSX
0.05%
COM
VB
0.04%
SMALL CP ETF
CVS
0.04%
COM
MO
0.04%
COM
MCD
0.04%
COM
TXN
0.04%
COM
CLX
0.03%
COM
VOO
0.03%
SHS
DUK
0.03%
COM NEW
IBM
0.03%
COM
ADP
0.03%
COM
PM
0.03%
COM
EQBK
0.03%
CL A
VO
0.03%
MID CAP ETF
CAT
0.03%
COM
MMP
0.03%
COM UNIT RP LP
ORCL
0.03%
COM
IVE
0.03%
S&P 500 VAL ETF
EMR
0.03%
COM
AEP
0.03%
COM
EFA
0.03%
MSCI EAFE ETF
LRCX
0.02%
COM
IWB
0.02%
RUS 1000 ETF
CL
0.02%
COM
UTX
0.02%
COM
BA
0.02%
COM
OPK
0.02%
COM
NOVT
0.02%
COM
AMGN
0.02%
COM
EEM
0.02%
MSCI EMG MKT ETF
LLY
0.02%
COM
WEC
0.02%
COM
A
0.02%
COM
DE
0.02%
COM
OXY
0.02%
COM
MMC
0.02%
COM
SCHX
0.02%
US LRG CAP ETF
IBOC
0.02%
COM
FB
0.02%
CL A
SRE
0.02%
COM
SBUX
0.02%
COM
ENB
0.02%
COM
TMK
0.01%
COM
DON
0.01%
MIDCAP DIVI FD
FMBH
0.01%
COM
IBDK
0.01%
IBND DEC19 ETF
AMLP
0.01%
ALERIAN MLP
RDS/B
0.01%
SPON ADR B
HTBI
0.01%
COM
WPX
0.01%
COM
GE
0.01%
COM
ETE
0.01%
COM UT LTD PTN
MCEP
< 0.01%
COM UNIT REPST
APRN
< 0.01%
CL A
AGG
2.83%
CORE TOTUSBD ETF
CRM
0.82%
COM
GNR
0.79%
GLB NAT RESRCE
RWR
0.77%
DJ REIT ETF
IRM
0.54%
COM
APTV
0.5%
SHS
COHR
0.38%
COM
LEA
0.38%
COM NEW
DEM
0.23%
EMERG MKTS ETF
DLS
0.22%
INTL SMCAP DIV
VYMI
0.2%
INTL HIGH ETF
TLTE
0.19%
MSTAR EMKT FAC
NTLA
0.19%
COM
PIE
0.13%
DWA EMERG MKTS
SCHH
0.12%
US REIT ETF
PHB
0.12%
FNDMNTL HY CRP
PIZ
0.05%
DWA DEV MKTS
PXD
0.02%
COM
SLB
0.02%
COM
APA
0.01%
COM
FDX
0.01%
COM
XPO
0.01%
COM
TYL
0.01%
COM
VLO
0.01%
COM
NVDA
0.01%
COM
JKHY
0.01%
COM
JCI
0.01%
SHS
HP
0.01%
COM
MCK
0.01%
COM
NEE
0.01%
COM
PBF
0.01%
CL A
EEP
0.01%
COM
MMT
< 0.01%
SH BEN INT