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
46
7
7
3
8
0
25
4
3
CRANBROOK WEALTH MANAGEMENT LLC

Time Period2018-06-30

Total Holdings244

Total Value ($x1000)258,706
Activities
New13

Increased33

Unchanged157

Decreased41

Sold Out10

Top 10 Stock Holdingstotal 43.6%
BIV5.31

VUG5.11

EFG4.89

BNDX4.75

VTV4.69

 
VO4.53

IVV4.23

VOE3.83

EFV3.23

VWO3.03

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BIV
5.31%
INTERMED TERM
VUG
5.11%
GROWTH ETF
EFG
4.89%
EAFE GRWTH ETF
BNDX
4.75%
INTL BD IDX ETF
VTV
4.69%
VALUE ETF
VO
4.53%
MID CAP ETF
IVV
4.23%
CORE S&P500 ETF
VOE
3.83%
MCAP VL IDXVIP
RFDI
3.57%
RIVRFRNT DYN DEV
EFV
3.23%
EAFE VALUE ETF
VWO
3.03%
FTSE EMR MKT ETF
VOT
2.88%
MCAP GR IDXVIP
BSV
2.76%
SHORT TRM BOND
IEFA
2.37%
CORE MSCI EAFE
IVW
2.36%
S&P 500 GRWT ETF
IJJ
2.3%
S&P MC 400VL ETF
IJK
2.2%
S&P MC 400GR ETF
IVE
2.15%
S&P 500 VAL ETF
FTSL
2.11%
SENIOR LN FD
VV
1.99%
LARGE CAP ETF
VEA
1.84%
FTSE DEV MKT ETF
VBR
1.76%
SM CP VAL ETF
VBK
1.74%
SML CP GRW ETF
TIP
1.7%
TIPS BD ETF
IJR
1.52%
CORE S&P SCP ETF
XLB
1.46%
SBI MATERIALS
EFA
1.45%
MSCI EAFE ETF
GLD
1.42%
GOLD SHS
XLE
1.4%
SBI INT-ENERGY
HYG
1.19%
IBOXX HI YD ETF
ISTB
1.09%
CORE STRM USBD
VAW
0.96%
MATERIALS ETF
EEM
0.96%
MSCI EMG MKT ETF
VB
0.93%
SMALL CP ETF
IJT
0.83%
SP SMCP600GR ETF
IJS
0.74%
SP SMCP600VL ETF
IWB
0.72%
RUS 1000 ETF
HYLS
0.54%
FIRST TR TA HIYL
VEU
0.51%
ALLWRLD EX US
VTIP
0.51%
STRM INFPROIDX
IJH
0.49%
CORE S&P MCP ETF
IWP
0.49%
RUS MD CP GR ETF
IYM
0.46%
U.S. BAS MTL ETF
IWM
0.45%
RUSSELL 2000 ETF
MXI
0.44%
GLOBAL MATER ETF
HEFA
0.33%
HDG MSCI EAFE
VIG
0.33%
DIV APP ETF
SCHB
0.26%
US BRD MKT ETF
SYK
0.26%
COM
IWO
0.24%
RUS 2000 GRW ETF
AGG
0.24%
CORE TOTUSBD ETF
IWS
0.21%
RUS MDCP VAL ETF
IEMG
0.17%
CORE MSCI EMKT
DSI
0.16%
MSCI KLD400 SOC
IBM
0.14%
COM
PEP
0.13%
COM
GRI
0.12%
C&S GLOBL ETF
JPM
0.11%
COM
DTE
0.11%
COM
HD
0.1%
COM
XOM
0.1%
COM
JNJ
0.09%
COM
IDIV
0.08%
US EQT CUM 2027
IYR
0.08%
U.S. REAL ES ETF
PRU
0.07%
COM
PFE
0.07%
COM
ED
0.07%
COM
INTC
0.06%
COM
APTV
0.06%
SHS
VNQ
0.06%
REIT ETF
MSFT
0.06%
COM
IWN
0.06%
RUS 2000 VAL ETF
MMM
0.06%
COM
MRK
0.06%
COM
MO
0.05%
COM
IWD
0.05%
RUS 1000 VAL ETF
IAU
0.05%
ISHARES
BAX
0.05%
COM
AAPL
0.05%
COM
MCD
0.05%
COM
YUM
0.05%
COM
KLD
0.05%
USA ESG SLCT ETF
AEP
0.05%
COM
IEI
0.04%
3-7 YR TR BD ETF
SHY
0.04%
1-3 YR TR BD ETF
PM
0.04%
COM
KBWB
0.04%
KBW BK
XLP
0.04%
SBI CONS STPLS
ORCL
0.04%
COM
ITOT
0.04%
CORE S&P TTL STK
VTI
0.04%
TOTAL STK MKT
BA
0.04%
COM
HDV
0.04%
HIGH DIVIDND ETF
GDX
0.04%
GOLD MINERS ETF
IYH
0.04%
US HLTHCARE ETF
BMY
0.04%
COM
CODI
0.03%
SH BEN INT
VYM
0.03%
HIGH DIV YLD
AMZN
0.03%
COM
F
0.03%
COM PAR $0.01
MBTF
0.03%
COM
BRK.B
0.03%
CL B NEW
WFC
0.03%
COM
FUN
0.03%
DEPOSITRY UNIT
SCHM
0.03%
US MID-CAP ETF
ITW
0.03%
COM
DUK
0.03%
COM NEW
DIS
0.03%
COM DISNEY
IWV
0.02%
RUSSELL 3000 ETF
BNO
0.02%
UNIT
NVDA
0.02%
COM
BND
0.02%
TOTAL BND MRKT
SPHD
0.02%
S&P500 HDL VOL
TXT
0.02%
COM
HBAN
0.02%
COM
ANDV
0.02%
COM
YUMC
0.02%
COM
SO
0.02%
COM
GOOGL
0.02%
CAP STK CL A
GNTX
0.02%
COM
HAL
0.02%
COM
C
0.02%
COM NEW
IWF
0.02%
RUS 1000 GRW ETF
AMGN
0.02%
COM
ENB
0.02%
COM
SHPG
0.02%
SPONSORED ADR
WMT
0.02%
COM
AMAT
0.02%
COM
GE
0.02%
COM
UNM
0.02%
COM
BABA
0.01%
SPONSORED ADS
JNK
0.01%
BRC HGH YLD BD
ABT
0.01%
COM
SPY
0.01%
TR UNIT
GOOG
0.01%
CAP STK CL C
CMCSA
0.01%
CL A
MGM
0.01%
COM
HSY
0.01%
COM
JCI
0.01%
SHS
RMTI
0.01%
COM
VZ
0.01%
COM
RWR
0.01%
DJ REIT ETF
GWX
0.01%
S&P INTL SMLCP
T
0.01%
COM
KR
0.01%
COM
KO
0.01%
COM
GSK
0.01%
SPONSORED ADR
SON
0.01%
COM
ACN
0.01%
SHS CLASS A
WBA
0.01%
COM
HPQ
0.01%
COM
EWC
0.01%
MSCI CDA ETF
SCZ
0.01%
EAFE SML CP ETF
BPT
0.01%
UNIT BEN INT
PG
0.01%
COM
GPC
0.01%
COM
DBEF
0.01%
XTRAK MSCI EAFE
COP
0.01%
COM
VAR
0.01%
COM
NWL
0.01%
COM
BAC
0.01%
COM
QQQ
0.01%
UNIT SER 1
HPE
0.01%
COM
EPD
0.01%
PRN
SYMC
0.01%
COM
PSX
0.01%
COM
HAS
0.01%
COM
IGE
0.01%
NA NAT RES
CHTR
< 0.01%
CL A
LLY
< 0.01%
COM
GNMA
< 0.01%
GNMA BOND ETF
DIA
< 0.01%
UT SER 1
K
< 0.01%
COM
TMO
< 0.01%
COM
MSI
< 0.01%
COM NEW
SBUX
< 0.01%
COM
XRAY
< 0.01%
COM
PVG
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
COST
< 0.01%
COM
IP
< 0.01%
COM
KMI
< 0.01%
COM
VDE
< 0.01%
ENERGY ETF
SPYX
< 0.01%
SP500 FOSL ETF
CELG
< 0.01%
COM
DXC
< 0.01%
COM
TRV
< 0.01%
COM
RL
< 0.01%
CL A
AP
< 0.01%
COM
CHD
< 0.01%
COM
CSCO
< 0.01%
COM
QCOM
< 0.01%
COM
BP
< 0.01%
SPONSORED ADR
ESRX
< 0.01%
COM
TRS
< 0.01%
COM NEW
MDLZ
< 0.01%
CL A
PBR
< 0.01%
SPONSORED ADR
OGE
< 0.01%
COM
EWJ
< 0.01%
MSCI JPN ETF NEW
A
< 0.01%
COM
CTB
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
KHC
< 0.01%
COM
VREX
< 0.01%
COM
IONS
< 0.01%
COM
DFS
< 0.01%
COM
DWDP
< 0.01%
COM
KEYS
< 0.01%
COM
GSG
< 0.01%
UNIT BEN INT
LQD
< 0.01%
IBOXX INV CP ETF
DAVE
< 0.01%
COM
DBP
< 0.01%
PRECIOUS METAL
IEP
< 0.01%
PRN
MS
< 0.01%
COM NEW
GM/WS/B
< 0.01%
*W EXP 07/10/201
UQM
< 0.01%
COM
AA
< 0.01%
COM
PRSP
< 0.01%
COM
PNC
< 0.01%
COM
ARNC
< 0.01%
COM
DISCK
< 0.01%
COM SER C
FCEL
< 0.01%
COM NEW
MIE
< 0.01%
COM SHS
LBTYK
< 0.01%
SHS CL C
LBTYA
< 0.01%
SHS CL A
AIG/WS
< 0.01%
*W EXP 01/19/202
DISCA
< 0.01%
COM SER A
VRTV
< 0.01%
COM
AVP
< 0.01%
COM
HZN
< 0.01%
COM
TDC
< 0.01%
COM
TPR
< 0.01%
COM
QRTEA
< 0.01%
COM SER A
PLUG
< 0.01%
COM NEW
NCR
< 0.01%
COM
SHLD
< 0.01%
COM
LGF/B
< 0.01%
CL B NON VTG
FWONK
< 0.01%
COM C MEDIA GRP
LSXMK
< 0.01%
COM C SIRIUSXM
LSXMA
< 0.01%
COM A SIRIUSXM
LBRDK
< 0.01%
COM SER C
LE
< 0.01%
COM
VEON
< 0.01%
SPONSORED ADR
GMLP
< 0.01%
PRN
KBWB
0.04%
KBW BK PORT
QQQ
0.03%
UNIT SER 1
SPHD
0.02%
PWRSH S&P500HI
TWX
0.01%
COM NEW
ETP
0.01%
PRN
FRO
0.01%
SHS NEW
WATT
0.01%
COM
SLV
< 0.01%
ISHARES
MON
< 0.01%
COM
DBP
< 0.01%
DB PREC MTLS