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
61
18
12
1
2
4
46
11
9
CAPITAL ADVISORS LTD LLC

Time Period2018-06-30

Total Holdings409

Total Value ($x1000)320,112
Activities
New52

Increased71

Unchanged254

Decreased32

Sold Out38

Top 10 Stock Holdingstotal 47.7%
SPY9.89

IWF6.93

USMV5.09

VIG4.27

IWD4.22

 
IJK4.11

SDY3.6

IJJ3.39

SPLV3.29

IJT2.91

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.89%
TR UNIT
IWF
6.93%
RUS 1000 GRW ETF
USMV
5.09%
USA MIN VOL ETF
VIG
4.27%
DIV APP ETF
IWD
4.22%
RUS 1000 VAL ETF
IJK
4.11%
S&P MC 400GR ETF
SDY
3.6%
S&P DIVID ETF
IJJ
3.39%
S&P MC 400VL ETF
SPLV
3.29%
S&P500 LOW VOL
IJT
2.91%
SP SMCP600GR ETF
IJS
2.3%
SP SMCP600VL ETF
EFA
2.12%
MSCI EAFE ETF
VTI
2.12%
TOTAL STK MKT
EFAV
1.8%
EAFE MIN VOL ETF
RSP
1.73%
S&P500 EQL WGT
IVW
1.62%
S&P 500 GRWT ETF
VUG
1.5%
GROWTH ETF
PEY
1.45%
HIG YLD EQ DIV
VIGI
1.39%
INTL DVD ETF
HDV
1.29%
HIGH DIVIDND ETF
VNQ
1.23%
REIT ETF
VV
1.19%
LARGE CAP ETF
QUAL
1.06%
MSCI USA QLT FAC
GSY
1.02%
ULTRA SHRT DUR
TOTL
0.99%
SPDR TR TACTIC
VEU
0.93%
ALLWRLD EX US
IOO
0.92%
GLOBAL 100 ETF
VTV
0.83%
VALUE ETF
IGHG
0.82%
INVT INT RT HG
MINT
0.81%
ENHAN SHRT MAT
QQQ
0.8%
UNIT SER 1
OEF
0.78%
S&P 100 ETF
GSLC
0.66%
EQUITY ETF
IGF
0.57%
GLB INFRASTR ETF
PBP
0.55%
S&P500 BUY WRT
DVY
0.52%
SELECT DIVID ETF
RWO
0.48%
DJ GLB RL ES ETF
VOT
0.47%
MCAP GR IDXVIP
DIA
0.44%
UT SER 1
DGRO
0.41%
CORE DIV GRWTH
SPHD
0.39%
S&P500 HDL VOL
NOC
0.38%
COM
REGL
0.36%
MDCP 400 DIVID
AAPL
0.36%
COM
FLOT
0.36%
FLTG RATE BD ETF
IDV
0.36%
INTL SEL DIV ETF
LDUR
0.32%
LOW DURTN ETF
ITOT
0.31%
CORE S&P TTL STK
IEFA
0.31%
CORE MSCI EAFE
IJR
0.31%
CORE S&P SCP ETF
PPA
0.31%
AEROSPACE DEFN
EEM
0.3%
MSCI EMG MKT ETF
IXN
0.29%
GLOBAL TECH ETF
MSFT
0.29%
COM
IYR
0.28%
U.S. REAL ES ETF
VOE
0.28%
MCAP VL IDXVIP
IJH
0.28%
CORE S&P MCP ETF
XLF
0.28%
SBI INT-FINL
VRP
0.27%
VAR RATE PFD
IHDG
0.27%
ITL HDG DIV GT
PID
0.26%
INTL DIVI ACHI
PKW
0.26%
BUYBACK ACHIEV
AMLP
0.25%
ALERIAN MLP
DIM
0.24%
INTL MIDCAP DV
MMP
0.24%
COM UNIT RP LP
ICF
0.24%
COHEN&STEER REIT
QEFA
0.24%
EAFE QUAL MIX
JKE
0.22%
MRNGSTR LG-CP GR
XLU
0.22%
SBI INT-UTILS
DHS
0.22%
EQTY INC ETF
EEMV
0.22%
EM MK MINVOL ETF
IEMG
0.21%
CORE MSCI EMKT
PFF
0.2%
U.S. PFD STK ETF
NEAR
0.2%
SHT MAT BD ETF
IGRO
0.2%
INTL DIV GRWTH
DON
0.19%
MIDCAP DIVI FD
INTF
0.18%
FCTSL MSCI INT
MLPA
0.18%
GLBL X MLP ETF
HYS
0.15%
0-5 HIGH YIELD
PUI
0.15%
DWA UTILS MUMT
FPE
0.15%
PFD SECS INC ETF
HEFA
0.14%
HDG MSCI EAFE
MUB
0.14%
NAT AMT FREE BD
BNDX
0.13%
INTL BD IDX ETF
EPD
0.13%
COM
PFE
0.13%
COM
MDY
0.13%
UTSER1 S&PDCRP
DGRE
0.13%
EM MKTS DVD GROW
SJNK
0.12%
SHT TRM HGH YLD
LLY
0.12%
COM
IVE
0.12%
S&P 500 VAL ETF
EMGF
0.12%
FACTORSELECT MSC
PM
0.12%
COM
MTUM
0.12%
MSCI USAMOMFCT
IWB
0.11%
RUS 1000 ETF
BMY
0.11%
COM
ENFR
0.11%
ALERIAN ENERGY
IDU
0.11%
U.S. UTILITS ETF
GLD
0.1%
GOLD SHS
XOM
0.1%
COM
RNP
0.1%
COM
IWO
0.1%
RUS 2000 GRW ETF
CVY
0.1%
ZACKS MULT AST
HTD
0.09%
COM
VNLA
0.09%
SHORT DUR ETF
DLS
0.09%
INTL SMCAP DIV
BRK.A
0.09%
CL A
MO
0.08%
COM
UTF
0.08%
COM
AMZN
0.08%
COM
SDIV
0.08%
GLB X SUPERDIV
PEP
0.08%
COM
IVV
0.08%
CORE S&P500 ETF
LARE
0.08%
TIERRA XP LATIN
FB
0.07%
CL A
ACWI
0.07%
MSCI ACWI ETF
AEP
0.07%
COM
XLK
0.07%
TECHNOLOGY
DES
0.07%
SMALLCAP DIVID
TFI
0.07%
NUVN BRCLY MUNI
AMGN
0.07%
COM
BHK
0.06%
SHS BEN INT
SPHQ
0.06%
S&P500 QUALITY
DOO
0.06%
INTL DIV EX FINL
MCD
0.06%
COM
JPM
0.06%
COM
SHM
0.06%
NUVN BR SHT MUNI
ORCL
0.06%
COM
FUN
0.06%
DEPOSITRY UNIT
VEA
0.06%
FTSE DEV MKT ETF
JPC
0.06%
COM
JNJ
0.06%
COM
CLX
0.06%
COM
SUB
0.06%
SHT NTLAMTFR ETF
EVT
0.06%
COM
PAVE
0.05%
US INFR DEV
ADBE
0.05%
COM
BA
0.05%
COM
WY
0.05%
COM
VTHR
0.05%
VNG RUS3000IDX
IWN
0.05%
RUS 2000 VAL ETF
NOBL
0.05%
S&P 500 ARISTO
VBR
0.05%
SM CP VAL ETF
MDLZ
0.05%
CL A
VYM
0.05%
HIGH DIV YLD
HYG
0.05%
IBOXX HI YD ETF
JPZ
0.05%
COM
BSJI
0.05%
BULSHS 2018 HY
VPU
0.04%
UTILITIES ETF
BSV
0.04%
SHORT TRM BOND
IWP
0.04%
RUS MD CP GR ETF
SCZ
0.04%
EAFE SML CP ETF
IBM
0.04%
COM
EXT
0.04%
TTL EARNING FD
IWM
0.04%
RUSSELL 2000 ETF
MMM
0.04%
COM
MRK
0.04%
COM
PSA
0.04%
COM
JHMD
0.04%
MULTI INTL ETF
MA
0.04%
CL A
XLE
0.04%
SBI INT-ENERGY
GOOG
0.04%
CAP STK CL C
BPK
0.04%
COM
BSCI
0.04%
BULSHS2018 COR
NAD
0.04%
COM
VZ
0.04%
COM
HII
0.04%
COM
HEI
0.04%
COM
BSCJ
0.04%
BULSHS 2019 CB
KHC
0.04%
COM
VNQI
0.03%
GLB EX US ETF
IDXX
0.03%
COM
QEMM
0.03%
EM QUAL MIX
DBC
0.03%
UNIT
RHT
0.03%
COM
NFLX
0.03%
COM
VDE
0.03%
ENERGY ETF
VOX
0.03%
TELCOMM ETF
EWJ
0.03%
MSCI JPN ETF NEW
ARI
0.03%
COM
ETP
0.03%
UNIT LTD PRT INT
ABBV
0.03%
COM
ITR
0.03%
INTR TRM CORP BD
IWR
0.03%
RUS MID-CAP ETF
IAU
0.03%
ISHARES
GE
0.03%
COM
DWM
0.03%
DEFA FD
RWR
0.03%
DJ REIT ETF
MMU
0.03%
COM
CGC
0.03%
COM
MLPX
0.03%
GLB X MLP ENRG I
STWD
0.03%
COM
ACN
0.03%
SHS CLASS A
DRW
0.02%
GLB EX US RL EST
GXC
0.02%
S&P CHINA ETF
FDN
0.02%
DJ INTERNT IDX
V
0.02%
COM CL A
DEO
0.02%
SPON ADR NEW
ISCF
0.02%
MSCI INT SMLCP
SEA
0.02%
SHIPPING ETF
SLF
0.02%
COM
CHDN
0.02%
COM
HYMB
0.02%
NUV HGHYLD MUN
WPS
0.02%
INTL DEVPPTY ETF
USG
0.02%
COM NEW
DGRW
0.02%
US DIVD GRT FD
NDSN
0.02%
COM
EZM
0.02%
MDCP EARN FUND
BRK.B
0.02%
CL B NEW
PH
0.02%
COM
ABT
0.02%
COM
JKH
0.02%
MRGSTR MD CP GRW
SPYG
0.02%
S&P 500 GROWTH
BOND
0.02%
TOTL RETN ETF
XLI
0.02%
SBI INT-INDS
YUM
0.02%
COM
AGG
0.02%
CORE TOTUSBD ETF
VTR
0.02%
COM
VBK
0.02%
SML CP GRW ETF
L
0.02%
COM
IDEV
0.02%
CORE MSCI INTL
BKF
0.02%
MSCI BRIC INDX
SQ
0.02%
CL A
JKI
0.02%
MRGSTR MD CP VAL
ETN
0.02%
SHS
ATVI
0.02%
COM
TSCO
0.02%
COM
VCIT
0.02%
INT-TERM CORP
DIS
0.02%
COM DISNEY
MS
0.02%
COM NEW
XSOE
0.02%
EM EX ST-OWNED
T
0.02%
COM
SCPB
0.02%
BARC SHT TR CP
VWO
0.02%
FTSE EMR MKT ETF
VGK
0.01%
FTSE EUROPE ETF
BLOK
0.01%
BLOCKCHAIN LDR
FFIV
0.01%
COM
DOL
0.01%
INTL LRGCAP DV
DBP
0.01%
PRECIOUS METAL
HD
0.01%
COM
GILD
0.01%
COM
LVHB
0.01%
LUNT LOW VOL HIG
GOOGL
0.01%
CAP STK CL A
PSX
0.01%
COM
COST
0.01%
COM
IFGL
0.01%
INTL DEV RE ETF
PANW
0.01%
COM
BXMT
0.01%
COM CL A
FAST
0.01%
COM
DFS
0.01%
COM
TTWO
0.01%
COM
GWX
0.01%
S&P INTL SMLCP
SMDV
0.01%
RUSS 2000 DIVD
ITW
0.01%
COM
EDIV
0.01%
S&P EM MKT DIV
INTC
0.01%
COM
ESRX
0.01%
COM
ALL
0.01%
COM
YUMC
0.01%
COM
GCC
0.01%
SHS BEN INT
BSJJ
0.01%
BULSHS 2019 HY
SLY
0.01%
S&P 600 SML CAP
IDLV
0.01%
S&P INTL LOW
ONEQ
0.01%
NDQ CP IDX TRK
EA
0.01%
COM
SYMC
0.01%
COM
KMB
0.01%
COM
JNPR
0.01%
COM
BIP
0.01%
LP INT UNIT
NEE
0.01%
COM
LB
0.01%
COM
VO
0.01%
MID CAP ETF
TSLA
0.01%
COM
CSJ
0.01%
1-3 YR CR BD ETF
GMM
0.01%
EMERG MKTS ETF
IWV
0.01%
RUSSELL 3000 ETF
VB
0.01%
SMALL CP ETF
PG
0.01%
COM
QCOM
0.01%
COM
PNC
0.01%
COM
AMJ
0.01%
ALERIAN ML ETN
JHMM
0.01%
MULTIFACTOR MI
UGI
0.01%
COM
SGMS
0.01%
CL A
ACWX
0.01%
MSCI ACWI US ETF
SOR
0.01%
COM
FTSM
0.01%
FIRST TR ENH NEW
CSCO
0.01%
COM
DWDP
0.01%
COM
IGT
0.01%
SHS USD
UPS
0.01%
CL B
SKYY
0.01%
ISE CLOUD COMP
USB
0.01%
COM NEW
KO
0.01%
COM
SYY
0.01%
COM
AABA
0.01%
COM
COP
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
UAL
0.01%
COM
MKC
< 0.01%
COM NON VTG
WFC
< 0.01%
COM
PPR
< 0.01%
SH BEN INT
CELG
< 0.01%
COM
PGR
< 0.01%
COM
SBUX
< 0.01%
COM
ROST
< 0.01%
COM
LMT
< 0.01%
COM
NFRA
< 0.01%
STOXX GLOBR INF
DLN
< 0.01%
LARGECAP DIVID
CRM
< 0.01%
COM
BKT
< 0.01%
COM
BABA
< 0.01%
SPONSORED ADS
IEF
< 0.01%
7-10 Y TR BD ETF
DEM
< 0.01%
EMERG MKTS ETF
EVX
< 0.01%
ENVIRONMENTAL SV
CAH
< 0.01%
COM
TD
< 0.01%
COM NEW
HCP
< 0.01%
COM
AEE
< 0.01%
COM
XMLV
< 0.01%
S&P MIDCP LOW
EMN
< 0.01%
COM
HIG
< 0.01%
COM
MPC
< 0.01%
COM
PPL
< 0.01%
COM
PIO
< 0.01%
GLOBAL WATER
HRS
< 0.01%
COM
CIT
< 0.01%
COM NEW
LUV
< 0.01%
COM
CVX
< 0.01%
COM
PPG
< 0.01%
COM
TLT
< 0.01%
20+ YR TR BD ETF
CMCSA
< 0.01%
CL A
MTN
< 0.01%
COM
WBA
< 0.01%
COM
PFG
< 0.01%
COM
OKE
< 0.01%
COM
NUAN
< 0.01%
COM
SO
< 0.01%
COM
IWS
< 0.01%
RUS MDCP VAL ETF
TJX
< 0.01%
COM
BAX
< 0.01%
COM
GPN
< 0.01%
COM
AFG
< 0.01%
COM
BUD
< 0.01%
SPONSORED ADR
LXP
< 0.01%
COM
K
< 0.01%
COM
ABB
< 0.01%
SPONSORED ADR
CIU
< 0.01%
INTERM CR BD ETF
CARB
< 0.01%
COM
NDAQ
< 0.01%
COM
XYL
< 0.01%
COM
PBI
< 0.01%
COM
TXN
< 0.01%
COM
X
< 0.01%
COM
INN
< 0.01%
COM
EMR
< 0.01%
COM
XHB
< 0.01%
S&P HOMEBUILD
BP
< 0.01%
SPONSORED ADR
HON
< 0.01%
COM
ULBI
< 0.01%
COM
KR
< 0.01%
COM
ROK
< 0.01%
COM
BTI
< 0.01%
SPONSORED ADR
GD
< 0.01%
COM
CYBR
< 0.01%
SHS
AAL
< 0.01%
COM
MAA
< 0.01%
COM
DHR
< 0.01%
COM
WEC
< 0.01%
COM
EXC
< 0.01%
COM
ENS
< 0.01%
COM
BIIB
< 0.01%
COM
SLB
< 0.01%
COM
CMG
< 0.01%
COM
CBS
< 0.01%
CL B
HBAN
< 0.01%
COM
NTRS
< 0.01%
COM
WEN
< 0.01%
COM
OCN
< 0.01%
COM NEW
BC
< 0.01%
COM
ITT
< 0.01%
COM
SJM
< 0.01%
COM NEW
FL
< 0.01%
COM
SHPG
< 0.01%
SPONSORED ADR
CPI
< 0.01%
IQ REAL RTN ETF
CEQP
< 0.01%
UNIT LTD PARTNER
VIPS
< 0.01%
SPONSORED ADR
AMSC
< 0.01%
SHS NEW
BBY
< 0.01%
COM
HPE
< 0.01%
COM
HPQ
< 0.01%
COM
VIAB
< 0.01%
CL B
KMI
< 0.01%
COM
KEY
< 0.01%
COM
BLK
< 0.01%
COM
DXC
< 0.01%
COM
GM
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
ASIX
< 0.01%
COM
AOBC
< 0.01%
COM
DEX
< 0.01%
COM
FTR
< 0.01%
COM NEW
F
< 0.01%
COM PAR $0.01
FE
< 0.01%
COM
CTRV
< 0.01%
COM NEW
VRTS
< 0.01%
COM
WU
< 0.01%
COM
PRSP
< 0.01%
COM
VEC
< 0.01%
COM
SPLV
3.37%
S&P500 LOW VOL
RSP
1.51%
GUG S&P500 EQ WT
PEY
1.46%
HI YLD EQ DVDN
GSY
0.98%
GUGG ENH SHT DUR
QQQ
0.76%
UNIT SER 1
PBP
0.56%
S&P 500 BUYWRT
SPHD
0.47%
PWRSH S&P500HI
PPA
0.32%
AERSPC DEF PTF
PID
0.31%
INTL DIV ACHV
VRP
0.28%
VAR RATE PFD POR
PKW
0.26%
DYNA BUYBK ACH
PUI
0.15%
DYN UTIL PORTF
CVY
0.1%
GUG MULTI ASSET
SPHQ
0.07%
S&P 500 HGH QLTY
BSJI
0.05%
GUG BLT2018 HY
BSCI
0.05%
GUG BULL2018 E
DTH
0.05%
DEFA EQT INC ETF
EUDG
0.04%
EURO DIV GRWTH
BSCJ
0.04%
GUG BULL2019 E
DBC
0.03%
UNIT BEN INT
AZN
0.03%
SPONSORED ADR
ICE
0.02%
COM
DBP
0.02%
DB PREC MTLS
LVHB
0.02%
LUNT LW VL/HIG
PRF
0.01%
FTSE RAFI 1000
BSJJ
0.01%
GUG BUL 2019 HY
IDLV
0.01%
INTL DEV LOWVL
CL
0.01%
COM
GVI
0.01%
INTRM GOV/CR ETF
FTV
0.01%
COM
NGG
< 0.01%
SPONSORED ADR NE
XMLV
< 0.01%
S&P400 LOVL PT
PIO
< 0.01%
GBL WTR PORT
XLRE
< 0.01%
RL EST SEL SEC
TWX
< 0.01%
COM NEW
BIOVERAT...
< 0.01%
COM
GT
< 0.01%
COM
CTRV
< 0.01%
COM