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
30
2
3
3
0
2
33
1
2
EVANSON ASSET MANAGEMENT LLC

Time Period2018-09-30

Total Holdings237

Total Value ($x1000)492,080
Activities
New5

Increased56

Unchanged88

Decreased88

Sold Out20

Top 10 Stock Holdingstotal 49.52%
FB17.46

PHYS8.71

VTI5.7

AAPL5.65

ALRM2.33

 
VT2.14

DHS2.09

IJS1.92

GOOG1.83

ACN1.69

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FB
17.46%
CL A
PHYS
8.71%
UNIT
VTI
5.7%
TOTAL STK MKT
AAPL
5.65%
COM
ALRM
2.33%
COM
VT
2.14%
TT WRLD ST ETF
DHS
2.09%
EQTY INC ETF
IJS
1.92%
SP SMCP600VL ETF
GOOG
1.83%
CAP STK CL C
ACN
1.69%
SHS CLASS A
GOOGL
1.68%
CAP STK CL A
CEF
1.57%
CL A
BRK.B
1.55%
CL B NEW
DTH
1.49%
DEFA EQT INC ETF
SPY
1.43%
TR UNIT
GIM
1.25%
COM
CSCO
1.19%
COM
DLS
1.1%
INTL SMCAP DIV
DES
1.06%
SMALLCAP DIVID
VNQ
1.03%
REIT ETF
FAX
1.02%
COM
AMZN
0.97%
COM
VYM
0.88%
HIGH DIV YLD
SQ
0.79%
CL A
IDV
0.74%
INTL SEL DIV ETF
OKE
0.7%
COM
DEM
0.68%
EMERG MKTS ETF
XOM
0.67%
COM
CVX
0.65%
COM
IVV
0.59%
CORE S&P500 ETF
T
0.58%
COM
VWO
0.58%
FTSE EMR MKT ETF
DVY
0.57%
SELECT DIVID ETF
MSFT
0.55%
COM
IAU
0.54%
ISHARES
VPL
0.54%
MEGA CAP GRO ETF
VGK
0.52%
FTSE EUROPE ETF
EPD
0.51%
COM
JNJ
0.5%
COM
IWF
0.49%
RUS 1000 GRW ETF
VEA
0.49%
FTSE DEV MKT ETF
IWC
0.49%
MICRO-CAP ETF
BSV
0.47%
SHORT TRM BOND
IWD
0.44%
RUS 1000 VAL ETF
SCZ
0.42%
EAFE SML CP ETF
DOL
0.41%
INTL LRGCAP DV
IWM
0.41%
RUSSELL 2000 ETF
VTV
0.4%
VALUE ETF
TIP
0.38%
TIPS BD ETF
IEFA
0.36%
CORE MSCI EAFE
BND
0.34%
TOTAL BND MRKT
EFA
0.33%
MSCI EAFE ETF
VV
0.33%
LARGE CAP ETF
DGS
0.31%
EMG MKTS SMCAP
VUG
0.31%
GROWTH ETF
IWB
0.3%
RUS 1000 ETF
XLK
0.3%
TECHNOLOGY
CMF
0.3%
CALI AMT-FRE ETF
WLTW
0.27%
SHS
IDU
0.26%
U.S. UTILITS ETF
VB
0.26%
SMALL CP ETF
WY
0.25%
COM
LAZ
0.24%
SHS A
IVW
0.23%
S&P 500 GRWT ETF
MO
0.23%
COM
INTC
0.22%
COM
IJH
0.22%
CORE S&P MCP ETF
MMM
0.21%
COM
BA
0.21%
COM
VBR
0.21%
SM CP VAL ETF
TSLA
0.21%
COM
GSG
0.2%
UNIT BEN INT
SCHD
0.2%
US DIVIDEND EQ
ETE
0.19%
COM UT LTD PTN
VXUS
0.19%
VG TL INTL STK F
VFH
0.18%
FINANCIALS ETF
WFC
0.18%
COM
SCHE
0.18%
EMRG MKTEQ ETF
PM
0.17%
COM
KMI
0.16%
COM
JPM
0.16%
COM
SLB
0.16%
COM
MCD
0.16%
COM
VCR
0.16%
CONSUM DIS ETF
UNP
0.15%
COM
ISHG
0.15%
3YRTB ETF
ICF
0.15%
COHEN&STEER REIT
PSK
0.15%
WELLS FG PFD ETF
BIP
0.15%
LP INT UNIT
CL
0.14%
COM
EFV
0.14%
EAFE VALUE ETF
DVYE
0.14%
EM MKTS DIV ETF
MMP
0.14%
COM UNIT RP LP
VOO
0.13%
SHS
VSS
0.13%
FTSE SMCAP ETF
VIG
0.13%
DIV APP ETF
PFE
0.13%
COM
SYLD
0.13%
SHSHLD YIELD ETF
PG
0.13%
COM
EEM
0.13%
MSCI EMG MKT ETF
XLI
0.13%
SBI INT-INDS
ILMN
0.13%
COM
IWV
0.12%
RUSSELL 3000 ETF
VZ
0.12%
COM
MDY
0.12%
UTSER1 S&PDCRP
MUB
0.12%
NAT AMT FREE BD
IJR
0.12%
CORE S&P SCP ETF
WMT
0.12%
COM
NCOM
0.12%
COM
VCSH
0.12%
SHRT TRM CORP BD
CORT
0.11%
COM
FNDF
0.11%
SCHWB FDT INT LG
BOND
0.11%
TOTL RETN ETF
MA
0.11%
CL A
XLU
0.11%
SBI INT-UTILS
SASR
0.11%
COM
DTN
0.1%
DIV EX-FINL FD
XLP
0.1%
SBI CONS STPLS
SCHX
0.1%
US LRG CAP ETF
CWI
0.1%
MSCI ACWI EXUS
EFAV
0.1%
EAFE MIN VOL ETF
FNDC
0.1%
SCHWB FDT INT SC
IHF
0.1%
US HLTHCR PR ETF
STT
0.1%
COM
TDOC
0.1%
COM
APPF
0.1%
COM CL A
AAL
0.09%
COM
AMLP
0.09%
ALERIAN MLP
JEC
0.09%
COM
EUFN
0.09%
MSCI EURO FL ETF
VTIP
0.09%
STRM INFPROIDX
HAL
0.09%
COM
ADP
0.09%
COM
IEMG
0.09%
CORE MSCI EMKT
UTX
0.09%
COM
VOE
0.09%
MCAP VL IDXVIP
IEUR
0.09%
CORE MSCI EURO
CAT
0.09%
COM
IWN
0.09%
RUS 2000 VAL ETF
IBB
0.09%
NASDQ BIOTEC ETF
ORCL
0.09%
COM
IWO
0.09%
RUS 2000 GRW ETF
VDE
0.09%
ENERGY ETF
ABBV
0.09%
COM
AET
0.09%
COM
VNQI
0.08%
GLB EX US ETF
MRK
0.08%
COM
IPAC
0.08%
CORE MSCI PAC
VBK
0.08%
SML CP GRW ETF
SLV
0.08%
ISHARES
CSJ
0.08%
1-3 YR CR BD ETF
EFG
0.08%
EAFE GRWTH ETF
SHY
0.08%
1-3 YR TR BD ETF
AGG
0.08%
CORE TOTUSBD ETF
JXI
0.08%
GLOB UTILITS ETF
VEU
0.08%
ALLWRLD EX US
AXP
0.08%
COM
DIS
0.08%
COM DISNEY
VO
0.08%
MID CAP ETF
IVE
0.08%
S&P 500 VAL ETF
INTU
0.07%
COM
IWW
0.07%
RUS 3000 VAL ETF
BL
0.07%
COM
AMGN
0.07%
COM
SBUX
0.07%
COM
FR
0.07%
COM
INST
0.07%
COM
GWX
0.07%
S&P INTL SMLCP
SGOL
0.07%
SHS
TMO
0.07%
COM
ABT
0.07%
COM
IXP
0.07%
GLOB TELECOM ETF
F
0.06%
COM PAR $0.01
BAC/PL
0.06%
7.25%CNV PFD L
LUV
0.06%
COM
IYF
0.06%
U.S. FINLS ETF
ARCC
0.06%
COM
CR
0.06%
COM
IFSM
0.06%
DEVSMCP EXNA ETF
TPL
0.06%
SUB CTF PROP I T
IAT
0.06%
US REGNL BKS ETF
UPLD
0.06%
COM
BIV
0.06%
INTERMED TERM
FNDX
0.06%
SCHWAB FDT US LG
ADBE
0.06%
COM
ADX
0.06%
COM
GBDC
0.06%
COM
QCOM
0.06%
COM
STPZ
0.06%
1-5 US TIP IDX
DON
0.06%
MIDCAP DIVI FD
NCB
0.06%
COM
EEMV
0.06%
EM MK MINVOL ETF
EVH
0.06%
CL A
SCHA
0.06%
US SML CAP ETF
FDX
0.06%
COM
BAC
0.06%
COM
PTLA
0.05%
COM
ESNT
0.05%
COM
MDLZ
0.05%
CL A
DWDP
0.05%
COM
SCHB
0.05%
US BRD MKT ETF
CIU
0.05%
INTERM CR BD ETF
WFC/PL
0.05%
PERP PFD CNV A
RWO
0.05%
DJ GLB RL ES ETF
EMR
0.05%
COM
XLE
0.05%
SBI INT-ENERGY
FLOT
0.05%
FLTG RATE BD ETF
IXC
0.05%
GLOBAL ENERG ETF
HON
0.05%
COM
KO
0.05%
COM
EEMS
0.05%
EM MKT SM-CP ETF
GD
0.05%
COM
IOVA
0.05%
COM
SCHH
0.05%
US REIT ETF
KIN
0.05%
COM
PEP
0.05%
COM
BP
0.05%
SPONSORED ADR
ARNC
0.05%
COM
IYY
0.05%
DOW JONES US ETF
GE
0.05%
COM
XHR
0.04%
COM
JKK
0.04%
MRGSTR SM CP GR
KR
0.04%
COM
PYPL
0.04%
COM
TJX
0.04%
COM
AMJ
0.04%
ALERIAN ML ETN
CRBP
0.03%
COM
PSLV
0.03%
TR UNIT
NAD
0.03%
COM
SDPI
0.02%
COM
SIRI
0.02%
COM
MNDO
0.02%
ORD
LPI
0.02%
COM
KMPH
0.02%
COM
TLRA
0.01%
COM
CVRS
0.01%
COM
MNKD
< 0.01%
COM NEW
BRKR
0.11%
COM
IJK
0.1%
S&P MC 400GR ETF
IJJ
0.09%
S&P MC 400VL ETF
IBM
0.08%
COM
ASUR
0.08%
COM
SCIU
0.08%
SCIEN BETA US
ITW
0.07%
COM
CBSH
0.07%
COM
DEW
0.07%
GLB EQTY INC FD
LQD
0.06%
IBOXX INV CP ETF
USB
0.06%
COM NEW
IEI
0.05%
3-7 YR TR BD ETF
CERN
0.05%
COM
KHC
0.05%
COM
V
0.05%
COM CL A
VCIT
0.04%
INT-TERM CORP
BID
0.04%
COM
SPW
0.04%
COM
ELD
0.04%
EM LCL DEBT FD
SAND
0.01%
COM NEW