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
43
8
6
1
1
0
30
5
6
SHARKEY HOWES JAVER

Time Period2018-12-31

Total Holdings224

Total Value ($x1000)153,534
Activities
New7

Increased37

Unchanged147

Decreased33

Sold Out19

Top 10 Stock Holdingstotal 77.99%
RSP21.49

SCHM15.14

SCHX14.67

SCHA8.83

SCHD6.79

 
SCHF4.23

RWO2.66

USMV1.53

SCHE1.36

IWM1.29

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
RSP
21.49%
S&P500 EQL WGT
SCHM
15.14%
US MID-CAP ETF
SCHX
14.67%
US LRG CAP ETF
SCHA
8.83%
US SML CAP ETF
SCHD
6.79%
US DIVIDEND EQ
SCHF
4.23%
INTL EQTY ETF
RWO
2.66%
DJ GLB RL ES ETF
USMV
1.53%
USA MIN VOL ETF
SCHE
1.36%
EMRG MKTEQ ETF
IWM
1.29%
RUSSELL 2000 ETF
IWF
1.14%
RUS 1000 GRW ETF
FNDC
1.14%
SCHWB FDT INT SC
IXN
1.09%
GLOBAL TECH ETF
IWD
0.9%
RUS 1000 VAL ETF
IVV
0.89%
CORE S&P500 ETF
NEAR
0.86%
SHT MAT BD ETF
IJH
0.8%
CORE S&P MCP ETF
IWB
0.78%
RUS 1000 ETF
SCHG
0.77%
US LCAP GR ETF
WFC
0.74%
COM
SCHB
0.7%
US BRD MKT ETF
BRK.B
0.52%
CL B NEW
IEFA
0.52%
CORE MSCI EAFE
CIU
0.46%
INTERM CR BD ETF
MSFT
0.46%
COM
MTUM
0.41%
MSCI USAMOMFCT
ADI
0.4%
COM
DVY
0.37%
SELECT DIVID ETF
XLF
0.35%
SBI INT-FINL
JNJ
0.34%
COM
EMB
0.32%
JP MOR EM MK ETF
VYM
0.28%
HIGH DIV YLD
ACWI
0.28%
MSCI ACWI ETF
XOM
0.22%
COM
GOVT
0.2%
U.S. TRS BD ETF
1 100 BE...
0.2%
LARGE BLEND
HD
0.2%
COM
IEMG
0.19%
CORE MSCI EMKT
AIT
0.18%
COM
VTI
0.17%
TOTAL STK MKT
VNQ
0.17%
REIT ETF
CVX
0.16%
COM
QQQ
0.16%
UNIT SER 1
DWDP
0.15%
COM
VO
0.14%
MID CAP ETF
SPY
0.14%
TR UNIT
AAPL
0.14%
COM
VB
0.14%
SMALL CP ETF
SCHH
0.13%
US REIT ETF
ORM
0.13%
COM
DVMT
0.13%
COM CL V
SPYV
0.13%
S&P 500 VALUE
UTX
0.12%
COM
ADBE
0.12%
COM
PWR
0.12%
COM
ABBOTT L...
0.11%
LARGE BLEND
IJR
0.11%
CORE S&P SCP ETF
CSCO
0.1%
COM
XEL
0.1%
COM
BMY
0.1%
COM
GOOG
0.1%
CAP STK CL C
VXF
0.09%
EXTEND MKT ETF
NWN
0.09%
COM
PG
0.09%
COM
IWR
0.09%
RUS MID-CAP ETF
IWO
0.09%
RUS 2000 GRW ETF
MRK
0.08%
COM
WBA
0.08%
COM
PEP
0.08%
COM
CION INV...
0.07%
LARGE GROWTH
ADP
0.07%
COM
SYK
0.07%
COM
TMO
0.07%
COM
T
0.07%
COM
UNH
0.07%
COM
LOW
0.06%
COM
SBUX
0.06%
COM
NESTLE S...
0.06%
LARGE BLEND
CL
0.06%
COM
ASHR
0.06%
DBXTR HAR CS 300
MMM
0.06%
COM
ICF
0.06%
COHEN&STEER REIT
ABBV
0.06%
COM
MYD
0.05%
COM
UPS
0.05%
CL B
PFE
0.05%
COM
IBM
0.05%
COM
KMB
0.05%
COM
VWO
0.05%
FTSE EMR MKT ETF
IHDG
0.05%
ITL HDG DIV GT
COP
0.05%
COM
MDT
0.05%
SHS
AWK
0.05%
COM
WEC
0.04%
COM
HON
0.04%
COM
DEO
0.04%
SPON ADR NEW
MCD
0.04%
COM
TXN
0.04%
COM
EWMC
0.04%
S&P MDCP400 EQ
NRG
0.04%
COM NEW
COST
0.04%
COM
RNP
0.03%
COM
LLL
0.03%
COM
INTC
0.03%
COM
DIS
0.03%
COM DISNEY
CMCSA
0.03%
CL A
JPM
0.03%
COM
UNIVERSA...
0.03%
MID VALUE
VOO
0.03%
SHS
TGT
0.03%
COM
MDY
0.02%
UTSER1 S&PDCRP
KO
0.02%
COM
RECKITT ...
0.02%
SMALL GROWTH
FB
0.02%
CL A
SDY
0.02%
S&P DIVID ETF
INFN
0.02%
COM
NSRGY
0.02%
COM
LIN
0.02%
COM
SYY
0.02%
COM
NKE
0.02%
CL B
MDU
0.02%
COM
PINELAWN...
0.02%
MID GROWTH
ISRG
0.02%
COM NEW
LMT
0.02%
COM
BSCO
0.02%
2024 CORP BOND
STZ/B
0.02%
CL B
AEG
0.02%
NY REGISTRY SH
DE
0.02%
COM
GE
0.02%
COM
TENN VLY...
0.02%
CORPORATE BOND
IR
0.01%
SHS
NVG
0.01%
COM
GIS
0.01%
COM
PSX
0.01%
COM
STZ
0.01%
CL A
FDX
0.01%
COM
HSY
0.01%
COM
CC
0.01%
COM
EFA
0.01%
MSCI EAFE ETF
A S M L ...
0.01%
LARGE GROWTH
PNQI
0.01%
NASD INTNT ETF
BK
0.01%
COM
VZ
0.01%
COM
SAP SE O...
0.01%
LARGE GROWTH
CAT
0.01%
COM
NEXT GRO...
0.01%
SMALL GROWTH
TEVA
0.01%
ADR
TENNESSE...
0.01%
SMALL GROWTH
BTO
0.01%
SH BEN INT NEW
CNQ
0.01%
COM
SCOTTS L...
0.01%
SMALL GROWTH
AFL
0.01%
COM
DUK
0.01%
COM NEW
VODAFONE...
0.01%
LARGE BLEND
MYI
0.01%
COM
IRBT
0.01%
COM
PYPL
0.01%
COM
ED
0.01%
COM
CDK
< 0.01%
COM
PM
< 0.01%
COM
ALLE
< 0.01%
ORD SHS
SLV
< 0.01%
ISHARES
V
< 0.01%
COM CL A
PRU
< 0.01%
COM
CMG
< 0.01%
COM
AEP
< 0.01%
COM
MO
< 0.01%
COM
EEM
< 0.01%
MSCI EMG MKT ETF
SCHW
< 0.01%
COM
ITA
< 0.01%
U.S. AER&DEF ETF
ENB
< 0.01%
COM
NFG
< 0.01%
COM
TS
< 0.01%
SPONSORED ADR
IJJ
< 0.01%
S&P MC 400VL ETF
PDCO
< 0.01%
COM
UNITED C...
< 0.01%
LARGE BLEND
FLT
< 0.01%
COM
IBB
< 0.01%
NASDQ BIOTEC ETF
RYH
< 0.01%
GUG S&P500EQWTHC
MTU
< 0.01%
SPONSORED ADR
MDLZ
< 0.01%
CL A
TSLA
< 0.01%
COM
ARRS
< 0.01%
COM
BABA
< 0.01%
SPONSORED ADS
SAFM
< 0.01%
COM
BGG
< 0.01%
COM
EBAY
< 0.01%
COM
BBBY
< 0.01%
COM
NEM
< 0.01%
COM
REZI
< 0.01%
COM
CORP
< 0.01%
INV GRD CRP BD
AVNS
< 0.01%
COM
JNUG
< 0.01%
DAILY JR GOLD MI
MFGP
< 0.01%
SPON ADR NEW
KRFT
< 0.01%
COM
GTX
< 0.01%
COM
SMCI
< 0.01%
COM
CANNABIS...
< 0.01%
SMALL GROWTH
SYNA
< 0.01%
COM
BEAR CRE...
< 0.01%
SMALL GROWTH
FNDX
< 0.01%
SCHWAB FDT US LG
ADVANCED...
< 0.01%
SMALL VALUE
EA
< 0.01%
COM
SPYGLASS...
< 0.01%
SMALL GROWTH
SPIR
< 0.01%
COM
BELLE IS...
< 0.01%
SMALL GROWTH
GEN-PROB...
< 0.01%
LARGE GROWTH
BHF
< 0.01%
COM
DU PONT ...
< 0.01%
CORPORATE BOND
HMC
< 0.01%
AMERN SHS
NANO SUP...
< 0.01%
SMALL BLEND
EMX
< 0.01%
COM
UL
< 0.01%
SPON ADR NEW
MYL
< 0.01%
COM
AQUA VIE...
< 0.01%
SMALL GROWTH
UA/C
< 0.01%
CL C
UAA
< 0.01%
CL A
PERPETUA...
< 0.01%
SMALL VALUE
LEH BROT...
< 0.01%
SMALL GROWTH
PRAIRIES...
< 0.01%
SMALL VALUE
RANDSBUR...
< 0.01%
SMALL BLEND
LCI
< 0.01%
COM
GS TELEC...
< 0.01%
SMALL GROWTH
UNIONTOW...
< 0.01%
SMALL BLEND
RTM
5.05%
GUG S&P500EQWTMA
AMZN
0.05%
COM
EMR
0.02%
COM
PX
0.02%
COM
OKTA
0.02%
CL A
TEMPLETO...
0.02%
SMALL GROWTH
ODFL
0.01%
COM
SFIX
< 0.01%
CL A
CTRL
< 0.01%
COM
TTD
< 0.01%
CL A
BZUN
< 0.01%
SPONSORED ADR
APPN
< 0.01%
CL A
ANET
< 0.01%
COM
NVEE
< 0.01%
COM
EHC
< 0.01%
COM
PDI
< 0.01%
SHS
HAMMER F...
< 0.01%
SMALL GROWTH
GPC
< 0.01%
COM
AIG
< 0.01%
COM NEW