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
101
28
31
4
11
2
66
25
11
JNBA FINANCIAL ADVISORS

Time Period2018-06-30

Total Holdings534

Total Value ($x1000)473,029
Activities
New56

Increased58

Unchanged357

Decreased63

Sold Out26

Top 10 Stock Holdingstotal 60.16%
MOAT9.52

IJH9.43

IVV7.61

VIG7.11

AFL6.04

 
VEA5.74

VV4.56

VWO4

IAU3.09

IJR3.06

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MOAT
9.52%
MORNINGSTAR WIDE
IJH
9.43%
CORE S&P MCP ETF
IVV
7.61%
CORE S&P500 ETF
VIG
7.11%
DIV APP ETF
AFL
6.04%
COM
VEA
5.74%
FTSE DEV MKT ETF
VV
4.56%
LARGE CAP ETF
VWO
4%
FTSE EMR MKT ETF
IAU
3.09%
ISHARES
IJR
3.06%
CORE S&P SCP ETF
VO
2.72%
MID CAP ETF
VEU
1.47%
ALLWRLD EX US
GIM
1.41%
COM
IJK
1.4%
S&P MC 400GR ETF
PRF
1.35%
FTSE RAFI 1000
ONEK
1.27%
RUSSELL 1000 ETF
VOE
1.26%
MCAP VL IDXVIP
INTC
1.04%
COM
FTCS
1.03%
CAP STRENGTH ETF
VB
1%
SMALL CP ETF
PWV
0.94%
DYNM LRG CP VL
IJJ
0.92%
S&P MC 400VL ETF
MDT
0.79%
SHS
THRK
0.75%
RUSSELL 3000 ETF
MSFT
0.73%
COM
IDV
0.71%
INTL SEL DIV ETF
VTI
0.63%
TOTAL STK MKT
ITM
0.58%
AMT FREE INT ETF
SCHW
0.55%
COM
DIS
0.54%
COM DISNEY
GGG
0.52%
COM
RSCO
0.5%
SM CAP COMPLETE
MDYG
0.45%
S&P 400 MDCP GRW
CF
0.44%
COM
JPST
0.38%
ULTRA SHRT INC
XOM
0.36%
COM
BRK.B
0.36%
CL B NEW
AAPL
0.35%
COM
VUG
0.32%
GROWTH ETF
ESRX
0.31%
COM
IJT
0.31%
SP SMCP600GR ETF
SHY
0.31%
1-3 YR TR BD ETF
JNJ
0.3%
COM
VOT
0.3%
MCAP GR IDXVIP
DSL
0.29%
COM
SCHD
0.25%
US DIVIDEND EQ
AMAT
0.24%
COM
JPM
0.24%
COM
DEM
0.23%
EMERG MKTS ETF
FB
0.23%
CL A
IJS
0.23%
SP SMCP600VL ETF
ABT
0.23%
COM
AMZN
0.22%
COM
MCD
0.22%
COM
AOA
0.21%
AGGRES ALLOC ETF
ABBV
0.2%
COM
GOOG
0.2%
CAP STK CL C
VGT
0.2%
INF TECH ETF
IVW
0.2%
S&P 500 GRWT ETF
TWOK
0.19%
SPDR RUSSEL 2000
DON
0.19%
MIDCAP DIVI FD
NVS
0.19%
SPONSORED ADR
QCOM
0.19%
COM
GMM
0.19%
EMERG MKTS ETF
BBY
0.19%
COM
BRK.A
0.18%
CL A
VTV
0.17%
VALUE ETF
KO
0.17%
COM
RJI
0.17%
ROG TTL ETN 22
WFC
0.17%
COM
KLD
0.16%
USA ESG SLCT ETF
SPY
0.15%
TR UNIT
CSCO
0.15%
COM
DTN
0.15%
DIV EX-FINL FD
MMM
0.15%
COM
AET
0.14%
COM
CVX
0.14%
COM
V
0.14%
COM CL A
GOOGL
0.13%
CAP STK CL A
PG
0.13%
COM
GWL
0.12%
S&P WRLD EX US
GCC
0.12%
SHS BEN INT
GIS
0.12%
COM
BAC
0.11%
COM
DES
0.11%
SMALLCAP DIVID
GILD
0.11%
COM
PEP
0.1%
COM
ENB
0.1%
COM
HD
0.1%
COM
TRV
0.1%
COM
EFA
0.1%
MSCI EAFE ETF
UNH
0.09%
COM
BLK
0.09%
COM
BIIB
0.09%
COM
ORCL
0.09%
COM
DE
0.09%
COM
CVS
0.09%
COM
SPYG
0.08%
S&P 500 GROWTH
BK
0.08%
COM
GDX
0.08%
GOLD MINERS ETF
HTLF
0.07%
COM
TGT
0.07%
COM
CSX
0.07%
COM
HON
0.07%
COM
XLY
0.07%
SBI CONS DISCR
PFE
0.07%
COM
USB
0.07%
COM NEW
IBM
0.06%
COM
RDS/A
0.06%
SPONS ADR A
NKE
0.06%
CL B
XLI
0.06%
SBI INT-INDS
EMR
0.06%
COM
FOX
0.06%
CL B
IWF
0.06%
RUS 1000 GRW ETF
LB
0.06%
COM
ACN
0.06%
SHS CLASS A
VZ
0.05%
COM
PSL
0.05%
CON STAPLE SEC
CRM
0.05%
COM
BSX
0.05%
COM
TXN
0.05%
COM
T
0.05%
COM
GEX
0.05%
GLOBAL ALTER ETF
MDP
0.05%
COM
DJP
0.05%
DJUBS CMDT ETN36
MUB
0.04%
NAT AMT FREE BD
AMGN
0.04%
COM
SNY
0.04%
SPONSORED ADR
WLTW
0.04%
SHS
VBK
0.04%
SML CP GRW ETF
MDY
0.04%
UTSER1 S&PDCRP
IWM
0.04%
RUSSELL 2000 ETF
TCB
0.04%
COM
IWR
0.04%
RUS MID-CAP ETF
BNDX
0.04%
INTL BD IDX ETF
MRK
0.04%
COM
GLD
0.04%
GOLD SHS
SRCL
0.04%
COM
ADM
0.03%
COM
HSY
0.03%
COM
BMY
0.03%
COM
PDP
0.03%
DWA TECH LDRS
FNB
0.03%
COM
VCSH
0.03%
SHRT TRM CORP BD
AOR
0.03%
GRWT ALLOCAT ETF
HSIC
0.03%
COM
EXC
0.03%
COM
SLV
0.03%
ISHARES
DVY
0.03%
SELECT DIVID ETF
CNSL
0.03%
COM
CELC
0.03%
COM
DSI
0.03%
MSCI KLD400 SOC
GE
0.03%
COM
SBUX
0.03%
COM
PRN
0.03%
INDL SECT PORT
CAH
0.03%
COM
UTX
0.03%
COM
ECL
0.03%
COM
BIL
0.02%
SPDR BLOOMBERG
BX
0.02%
COM UNIT LTD
VBR
0.02%
SM CP VAL ETF
EIX
0.02%
COM
COP
0.02%
COM
MDYV
0.02%
S&P 400 MDCP VAL
EEP
0.02%
COM
XLV
0.02%
SBI HEALTHCARE
VT
0.02%
TT WRLD ST ETF
PNC
0.02%
COM
SYY
0.02%
COM
BA
0.02%
COM
IWV
0.02%
RUSSELL 3000 ETF
CMP
0.02%
COM
XEL
0.02%
COM
BABA
0.02%
SPONSORED ADS
APA
0.02%
COM
BP
0.02%
SPONSORED ADR
PSX
0.02%
COM
WEC
0.02%
COM
UNP
0.02%
COM
DLN
0.02%
LARGECAP DIVID
IRM
0.02%
COM
EEM
0.02%
MSCI EMG MKT ETF
FTAI
0.02%
COM REP LTD LIAB
FSP
0.02%
COM
FAST
0.02%
COM
WBA
0.02%
COM
FISV
0.02%
COM
GPMT
0.02%
COM
IWD
0.02%
RUS 1000 VAL ETF
CAT
0.02%
COM
SO
0.02%
COM
WMT
0.02%
COM
SLB
0.02%
COM
PYPL
0.02%
COM
PII
0.02%
COM
VXF
0.02%
EXTEND MKT ETF
STT
0.02%
COM
C
0.01%
COM NEW
O
0.01%
COM
ITW
0.01%
COM
HPQ
0.01%
COM
SSO
0.01%
PSHS ULT S&P 500
HBAN
0.01%
COM
IVE
0.01%
S&P 500 VAL ETF
DBL
0.01%
COM
NEE
0.01%
COM
LAG
0.01%
BRCLYS AGG ETF
XLE
0.01%
SBI INT-ENERGY
LLY
0.01%
COM
ADRE
0.01%
EMER MK 50 ADR
BDX
0.01%
COM
L
0.01%
COM
ARKW
0.01%
WEB X.O ETF
BF/B
0.01%
CL B
VPV
0.01%
COM
DFS
0.01%
COM
BHK
0.01%
SHS BEN INT
KMB
0.01%
COM
PX
0.01%
COM
MCO
0.01%
COM
AOM
0.01%
MODERT ALLOC ETF
AGN
0.01%
SHS
GS
0.01%
COM
OXY
0.01%
COM
VLO
0.01%
COM
PWO
0.01%
DYNAMIC OTC PT
EWJ
0.01%
MSCI JPN ETF NEW
RFV
0.01%
GUG S&P MC400 PV
RF
0.01%
COM
SEP
0.01%
COM
SCZ
0.01%
EAFE SML CP ETF
PEG
0.01%
COM
MU
0.01%
COM
VTR
0.01%
COM
SPYV
0.01%
S&P 500 VALUE
USMV
0.01%
USA MIN VOL ETF
UPS
0.01%
CL B
CLNY
0.01%
CL A COM
ABC
0.01%
COM
CELG
0.01%
COM
EMCI
0.01%
COM
MRO
0.01%
COM
VNQ
0.01%
REIT ETF
NVDA
0.01%
COM
DWDP
0.01%
COM
HPE
0.01%
COM
TOT
0.01%
SPONSORED ADR
IWP
0.01%
RUS MD CP GR ETF
DAL
0.01%
COM NEW
CDNS
0.01%
COM
MA
0.01%
CL A
AMT
0.01%
COM
CERN
0.01%
COM
AAL
0.01%
COM
EMN
0.01%
COM
ABX
0.01%
COM
PHYS
0.01%
UNIT
FNV
0.01%
COM
SPSC
0.01%
COM
A
0.01%
COM
YUM
0.01%
COM
SHW
0.01%
COM
CSM
0.01%
PSHS LC COR PLUS
PRFZ
0.01%
FTSE US1500 SM
IWO
0.01%
RUS 2000 GRW ETF
JACK
0.01%
COM
SYK
0.01%
COM
ZMH
0.01%
COM
GLW
0.01%
COM
NLY
0.01%
COM
F
0.01%
COM PAR $0.01
SWK
0.01%
COM
VXUS
0.01%
VG TL INTL STK F
LEN
0.01%
CL A
ADP
0.01%
COM
CMCSA
0.01%
CL A
NOC
0.01%
COM
AWK
0.01%
COM
HCN
0.01%
COM
XBI
0.01%
S&P BIOTECH
UN
0.01%
N Y SHS NEW
CXP
0.01%
COM NEW
JCI
0.01%
SHS
KGC
0.01%
COM NO PAR
DUK
0.01%
COM NEW
VDC
0.01%
CONSUM STP ETF
AXP
0.01%
COM
WPZ
0.01%
COM UNIT LTD PAR
FSLR
0.01%
COM
NFG
0.01%
COM
AABA
0.01%
COM
IYE
0.01%
U.S. ENERGY ETF
EBAY
0.01%
COM
ARKK
0.01%
INNOVATION ETF
CRY
0.01%
COM
MKC
< 0.01%
COM NON VTG
SEE
< 0.01%
COM
RQI
< 0.01%
COM
RJN
< 0.01%
RG ENRGY ETN22
MSI
< 0.01%
COM NEW
NVO
< 0.01%
ADR
APLE
< 0.01%
COM NEW
PSK
< 0.01%
WELLS FG PFD ETF
GEL
< 0.01%
UNIT LTD PARTN
BOTZ
< 0.01%
RBTCS ARTFL IN
EW
< 0.01%
COM
GM
< 0.01%
COM
APD
< 0.01%
COM
NRZ
< 0.01%
COM NEW
WU
< 0.01%
COM
GSS
< 0.01%
COM
AEP
< 0.01%
COM
K
< 0.01%
COM
WY
< 0.01%
COM
GDXJ
< 0.01%
JR GOLD MINERS E
KR
< 0.01%
COM
NPK
< 0.01%
COM
IR
< 0.01%
SHS
HRS
< 0.01%
COM
DXC
< 0.01%
COM
HBHC
< 0.01%
COM
DVMT
< 0.01%
COM CL V
BMS
< 0.01%
COM
TMO
< 0.01%
COM
NEWT
< 0.01%
COM NEW
CAG
< 0.01%
COM
CIU
< 0.01%
INTERM CR BD ETF
TMUS
< 0.01%
COM
TSLA
< 0.01%
COM
CHRW
< 0.01%
COM NEW
KEYS
< 0.01%
COM
X
< 0.01%
COM
VTIP
< 0.01%
STRM INFPROIDX
TTAC
< 0.01%
FLOAT SHRINK
MAS
< 0.01%
COM
GRA
< 0.01%
COM
ANDV
< 0.01%
COM
FL
< 0.01%
COM
NTR
< 0.01%
COM
FLEX
< 0.01%
ORD
BAX
< 0.01%
COM
IHF
< 0.01%
US HLTHCR PR ETF
VOD
< 0.01%
SPNSR ADR NO PAR
PID
< 0.01%
INTL DIV ACHV
BEP
< 0.01%
PARTNERSHIP UNIT
OKE
< 0.01%
COM
FMS
< 0.01%
SPONSORED ADR
TSCO
< 0.01%
COM
WPM
< 0.01%
COM
FTV
< 0.01%
COM
MTG
< 0.01%
COM
TEVA
< 0.01%
ADR
PFG
< 0.01%
COM
VTHR
< 0.01%
VNG RUS3000IDX
MOS
< 0.01%
COM
MS
< 0.01%
COM NEW
PLM
< 0.01%
COM
CMS
< 0.01%
COM
PNR
< 0.01%
SHS
DHI
< 0.01%
COM
FDX
< 0.01%
COM
HRB
< 0.01%
COM
KBH
< 0.01%
COM
YUMC
< 0.01%
COM
FITB
< 0.01%
COM
RGLD
< 0.01%
COM
EWC
< 0.01%
MSCI CDA ETF
MO
< 0.01%
COM
CEF
< 0.01%
CL A
LMT
< 0.01%
COM
ORI
< 0.01%
COM
ES
< 0.01%
COM
CMI
< 0.01%
COM
BMRN
< 0.01%
COM
BWA
< 0.01%
COM
JMF
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
BWP
< 0.01%
UT LTD PARTNER
SANM
< 0.01%
COM
BOND
< 0.01%
TOTL RETN ETF
NNN
< 0.01%
COM
PWC
< 0.01%
DYNAMIC MKT PT
SPE
< 0.01%
COM
SHPG
< 0.01%
SPONSORED ADR
KL
< 0.01%
COM
AZN
< 0.01%
SPONSORED ADR
MDLZ
< 0.01%
CL A
NRE
< 0.01%
COM
INGR
< 0.01%
COM
AOK
< 0.01%
CONSER ALLOC ETF
GPN
< 0.01%
COM
KMI
< 0.01%
COM
MZOR
< 0.01%
SPONSORED ADS
CP
< 0.01%
COM
TTC
< 0.01%
COM
CHKP
< 0.01%
ORD
CNC
< 0.01%
COM
NWL
< 0.01%
COM
NSU
< 0.01%
COM
ADI
< 0.01%
COM
GG
< 0.01%
COM
RTN
< 0.01%
COM NEW
RDN
< 0.01%
COM
WHR
< 0.01%
COM
DG
< 0.01%
COM
KHC
< 0.01%
COM
CL
< 0.01%
COM
TEL
< 0.01%
REG SHS
HCP
< 0.01%
COM
PCG
< 0.01%
COM
BUD
< 0.01%
SPONSORED ADR
QCLN
< 0.01%
NAS CLNEDG GREEN
TEX
< 0.01%
COM
TMQ
< 0.01%
COM
VCIT
< 0.01%
INT-TERM CORP
MCHP
< 0.01%
COM
ARRY
< 0.01%
COM
BPOP
< 0.01%
COM NEW
NVT
< 0.01%
SHS
STZ
< 0.01%
CL A
BND
< 0.01%
TOTAL BND MRKT
DLR
< 0.01%
COM
SJM
< 0.01%
COM NEW
ETN
< 0.01%
SHS
EXPD
< 0.01%
COM
CLX
< 0.01%
COM
TRP
< 0.01%
COM
DTD
< 0.01%
TOTAL DIVID FD
MET
< 0.01%
COM
SCHR
< 0.01%
INTRM TRM TRES
EPD
< 0.01%
COM
PGR
< 0.01%
COM
MMP
< 0.01%
COM UNIT RP LP
EDV
< 0.01%
EXTENDED DUR
TDS
< 0.01%
COM NEW
SCG
< 0.01%
COM
CB
< 0.01%
COM
SDOG
< 0.01%
SECTR DIV DOGS
GCP
< 0.01%
COM
BSCK
< 0.01%
BULSHS 2020 CB
AAXN
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
PRU
< 0.01%
COM
PSA
< 0.01%
COM
MUX
< 0.01%
COM
IEMG
< 0.01%
CORE MSCI EMKT
BSCI
< 0.01%
GUG BULL2018 E
SSYS
< 0.01%
SHS
WMB
< 0.01%
COM
FGD
< 0.01%
DJ GLBL DIVID
VDE
< 0.01%
ENERGY ETF
FXH
< 0.01%
HLTH CARE ALPH
RALS
< 0.01%
RAFI LG SHT FD
RIG
< 0.01%
REG SHS
ADNT
< 0.01%
ORD SHS
OMC
< 0.01%
COM
SCHF
< 0.01%
INTL EQTY ETF
CDK
< 0.01%
COM
DVN
< 0.01%
COM
PCAR
< 0.01%
COM
COST
< 0.01%
COM
CTL
< 0.01%
COM
SBRA
< 0.01%
COM
KMX
< 0.01%
COM
EVRG
< 0.01%
COM
PBA
< 0.01%
COM
ROST
< 0.01%
COM
DEF
< 0.01%
DEFENSIVE EQTY
SPG
< 0.01%
COM
BKLN
< 0.01%
SENIOR LN PORT
APC
< 0.01%
COM
TSM
< 0.01%
SPONSORED ADR
AIG
< 0.01%
COM NEW
MBB
< 0.01%
MBS ETF
ADBE
< 0.01%
COM
EXK
< 0.01%
COM
SCHM
< 0.01%
US MID-CAP ETF
PPL
< 0.01%
COM
SCHA
< 0.01%
US SML CAP ETF
RYH
< 0.01%
S&P500 EQL HLT
ESV
< 0.01%
SHS CLASS A
IWN
< 0.01%
RUS 2000 VAL ETF
WRE
< 0.01%
SH BEN INT
FHN
< 0.01%
COM
ISR
< 0.01%
COM
SRLN
< 0.01%
BLKSTN GSOSRLN
RHT
< 0.01%
COM
IPE
< 0.01%
BARCLYS TIPS ETF
FEZ
< 0.01%
EURO STOXX 50
ZIOP
< 0.01%
COM
SCHE
< 0.01%
EMRG MKTEQ ETF
XRX
< 0.01%
COM NEW
ZTS
< 0.01%
CL A
MCY
< 0.01%
COM
FTSM
< 0.01%
FIRST TR ENH NEW
PRSP
< 0.01%
COM
UQM
< 0.01%
COM
VRTX
< 0.01%
COM
VSM
< 0.01%
COM
ADSK
< 0.01%
COM
LLL
< 0.01%
COM
VMW
< 0.01%
CL A COM
SMFG
< 0.01%
SPONSORED ADR
BKNG
< 0.01%
COM
BTU
< 0.01%
COM
CRC
< 0.01%
COM NEW
ARKQ
< 0.01%
INDL INNOVATIN
FBT
< 0.01%
NY ARCA BIOTECH
CRON
< 0.01%
COM
FLRN
< 0.01%
INV GRD FLT RT
TAP
< 0.01%
CL B
BHF
< 0.01%
COM
IONS
< 0.01%
COM
WDC
< 0.01%
COM
ONCY
< 0.01%
COM NEW
SCHH
< 0.01%
US REIT ETF
REGN
< 0.01%
COM
AMTD
< 0.01%
COM
ARKG
< 0.01%
GEN REV MLTSCT
CC
< 0.01%
COM
EWU
< 0.01%
MSCI UK ETF NEW
DISH
< 0.01%
CL A
IEV
< 0.01%
EUROPE ETF
NEAR
< 0.01%
SHT MAT BD ETF
VSTO
< 0.01%
COM
GMO
< 0.01%
COM
GSAT
< 0.01%
COM
AEZS
< 0.01%
COM NO PAR
ASIX
< 0.01%
COM
APU
< 0.01%
UNIT L P INT
TA
< 0.01%
COM
MIE
< 0.01%
COM SHS
FVE
< 0.01%
COM
ITG
< 0.01%
COM
TWO
0.05%
COM NEW
MON
0.03%
COM
CDC
0.01%
CEMP US EQ INCOM
SAFT
0.01%
COM
CFO
0.01%
CEMP US 500 ENHA
CLNS
0.01%
COM
SYMC
0.01%
COM
TWX
0.01%
COM NEW
WDFC
< 0.01%
COM
TIS
< 0.01%
COM
STON
< 0.01%
COM UNITS
ICLR
< 0.01%
SHS
TITN
< 0.01%
COM
CCI
< 0.01%
COM
BCE
< 0.01%
COM NEW
HBC
< 0.01%
SPON ADR NEW
AMD
< 0.01%
COM
WR
< 0.01%
COM
OA
< 0.01%
COM
ICL
< 0.01%
SHS
ENR
< 0.01%
COM
EPC
< 0.01%
COM
ATVI
< 0.01%
COM
FTR
< 0.01%
COM NEW
HAWK
< 0.01%
CL A
RMR
< 0.01%
CL A