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
16
1
0
0
0
0
8
1
3
D SCOTT NEAL INC

Time Period2018-06-30

Total Holdings64

Total Value ($x1000)178,997
Activities
New9

Increased11

Unchanged22

Decreased22

Sold Out123

Top 10 Stock Holdingstotal 87.2%
MDY17.93

CIU15.12

IWM12.8

QQQ9.21

FLRN8.23

 
VWO7.75

VYM5.8

EFA4.12

IEF3.45

MTUM2.79

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MDY
17.93%
UTSER1 S&PDCRP
CIU
15.12%
INTERM CR BD ETF
IWM
12.8%
RUSSELL 2000 ETF
QQQ
9.21%
UNIT SER 1
FLRN
8.23%
INV GRD FLT RT
VWO
7.75%
FTSE EMR MKT ETF
VYM
5.8%
HIGH DIV YLD
EFA
4.12%
MSCI EAFE ETF
IEF
3.45%
7-10 Y TR BD ETF
MTUM
2.79%
MSCI USAMOMFCT
SCHG
1.88%
US LCAP GR ETF
GWL
0.79%
S&P WRLD EX US
UWM
0.77%
PSHS ULTRUSS2000
THRK
0.73%
RUSSELL 3000 ETF
QLD
0.68%
PSHS ULTRA QQQ
T
0.65%
COM
SCHB
0.63%
US BRD MKT ETF
CAT
0.61%
COM
SPY
0.55%
TR UNIT
SSO
0.53%
PSHS ULT S&P 500
SCHC
0.53%
INTL SCEQT ETF
VSS
0.46%
FTSE SMCAP ETF
BSCK
0.3%
BULSHS 2020 CB
PFE
0.22%
COM
SDS
0.22%
ULTRASHRT S&P500
BBT
0.19%
COM
GE
0.18%
COM
IBM
0.18%
COM
IJH
0.17%
CORE S&P MCP ETF
RSCO
0.16%
SM CAP COMPLETE
ANET
0.16%
COM
DVY
0.13%
SELECT DIVID ETF
FTY
0.12%
REAL EST 50 ETF
TWOK
0.12%
SPDR RUSSEL 2000
PG
0.12%
COM
CSCO
0.11%
COM
CVX
0.1%
COM
XOM
0.1%
COM
MSFT
0.09%
COM
GSY
0.09%
ULTRA SHRT DUR
WPC
0.09%
COM
INTC
0.09%
COM
DWDP
0.08%
COM
ALXN
0.08%
COM
SPLK
0.08%
COM
KO
0.08%
COM
JNJ
0.08%
COM
ABBV
0.07%
COM
VNQ
0.06%
REIT ETF
WMT
0.05%
COM
CL
0.05%
COM
ED
0.04%
COM
MMS
0.04%
COM
ICE
0.04%
COM
XLP
0.04%
SBI CONS STPLS
MU
0.04%
COM
ORCL
0.04%
COM
AHS
0.03%
COM
USB
0.03%
COM NEW
SBUX
0.03%
COM
BSX
0.02%
COM
FMBH
0.02%
COM
SFNC
0.02%
CL A $1 PAR
BCX
0.01%
SHS
QQQ
8.62%
UNIT SER 1
IVV
1.82%
CORE S&P500 ETF
QUAL
1.04%
MSCI USA QLT FAC
GMM
0.72%
EMERG MKTS ETF
SCHX
0.66%
US LRG CAP ETF
SCHE
0.49%
EMRG MKTEQ ETF
BSCK
0.3%
GUG BULL2020 E
PM
0.18%
COM
AAPL
0.14%
COM
MO
0.12%
COM
AMZN
0.1%
COM
NVDA
0.09%
COM
TSLA
0.07%
COM
IWR
0.07%
RUS MID-CAP ETF
HD
0.06%
COM
GOOG
0.06%
CAP STK CL C
MDLZ
0.06%
CL A
BTI
0.06%
SPONSORED ADR
PEP
0.05%
COM
ABT
0.05%
COM
PNC
0.04%
COM
DIS
0.04%
COM DISNEY
MCD
0.04%
COM
AMT
0.03%
COM
JPM
0.03%
COM
KHC
0.03%
COM
CBRL
0.03%
COM
KMB
0.03%
COM
ALL
0.03%
COM
Z
0.03%
CL C CAP STK
IWF
0.03%
RUS 1000 GRW ETF
XBI
0.02%
S&P BIOTECH
GILD
0.02%
COM
AMAT
0.02%
COM
NEE
0.02%
COM
HON
0.02%
COM
IBKR
0.02%
COM
ISRG
0.02%
COM NEW
MMM
0.02%
COM
CMG
0.02%
COM
GLD
0.02%
GOLD SHS
CTSH
0.02%
CL A
BRK.B
0.02%
CL B NEW
DK
0.02%
COM
PYPL
0.02%
COM
EA
0.02%
COM
VVC
0.02%
COM
AVGO
0.02%
SHS
BIIB
0.02%
COM
CSX
0.02%
COM
EMR
0.02%
COM
MRK
0.02%
COM
FB
0.01%
CL A
TMUS
0.01%
COM
APD
0.01%
COM
AMTD
0.01%
COM
FISV
0.01%
COM
VMI
0.01%
COM
ITW
0.01%
COM
CERN
0.01%
COM
CDL
0.01%
CEMP US LARGE CA
ADP
0.01%
COM
EBAY
0.01%
COM
MPC
0.01%
COM
PRU
0.01%
COM
WFC
0.01%
COM
CXP
0.01%
COM NEW
DFS
0.01%
COM
VZ
0.01%
COM
DAL
0.01%
COM NEW
ZTS
0.01%
CL A
BP
0.01%
SPONSORED ADR
TPX
0.01%
COM
UAA
< 0.01%
CL A
ZG
< 0.01%
CL A
YUM
< 0.01%
COM
CMCSA
< 0.01%
CL A
CHTR
< 0.01%
CL A
WWWW
< 0.01%
COM
MS
< 0.01%
COM NEW
GT
< 0.01%
COM
FEYE
< 0.01%
COM
BMY
< 0.01%
COM
VGT
< 0.01%
INF TECH ETF
AFL
< 0.01%
COM
BSCN
< 0.01%
2023 CORP BOND
MCK
< 0.01%
COM
WMB
< 0.01%
COM
FDX
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
MRO
< 0.01%
COM
REGN
< 0.01%
COM
YUMC
< 0.01%
COM
IP
< 0.01%
COM
VSM
< 0.01%
COM
SSYS
< 0.01%
SHS
NDLS
< 0.01%
CL A
HYH
< 0.01%
COM
SCHM
< 0.01%
US MID-CAP ETF
SYMC
< 0.01%
COM
AEE
< 0.01%
COM
BC
< 0.01%
COM
RTN
< 0.01%
COM NEW
DVMT
< 0.01%
COM CL V
SWM
< 0.01%
COM
SCHA
< 0.01%
US SML CAP ETF
RZV
< 0.01%
GUG S&P SC600 PV
CWI
< 0.01%
MSCI ACWI EXUS
SLYV
< 0.01%
S&P 600 SMCP VAL
SJNK
< 0.01%
SHT TRM HGH YLD
CTB
< 0.01%
COM
UNIT
< 0.01%
COM
WPX
< 0.01%
COM
LE
< 0.01%
COM
FTR
< 0.01%
COM NEW
SDOG
< 0.01%
SECTR DIV DOGS
X
< 0.01%
COM
SCHR
< 0.01%
INTRM TRM TRES
CHK
< 0.01%
COM
VRTV
< 0.01%
COM
WIN
< 0.01%
COM NEW
BHF
< 0.01%
COM
SCHF
< 0.01%
INTL EQTY ETF