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
1
0
1
0
0
18
3
0
VALMARK ADVISERS INC

Time Period2018-12-31

Total Holdings200

Total Value ($x1000)4,169,415
Activities
New13

Increased104

Unchanged13

Decreased70

Sold Out15

Top 10 Stock Holdingstotal 61.98%
VEU12.01

VOO8.53

IJH7.5

IJR5.67

LQD5.59

 
SPYV5.55

TDTT5.04

SPYG4.46

VWO4.14

VGIT3.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEU
12.01%
ALLWRLD EX US
VOO
8.53%
SHS
IJH
7.5%
CORE S&P MCP ETF
IJR
5.67%
CORE S&P SCP ETF
LQD
5.59%
IBOXX INV CP ETF
SPYV
5.55%
S&P 500 VALUE
TDTT
5.04%
IBOXX 3R TARGT
SPYG
4.46%
S&P 500 GROWTH
VWO
4.14%
FTSE EMR MKT ETF
VGIT
3.49%
INT-TERM GOV
SCPB
3.46%
BARC SHT TR CP
GUNR
3.09%
MORNSTAR UPSTR
VNQI
2.61%
GLB EX US ETF
VNQ
2.2%
REIT ETF
EMLC
2.16%
JP MORGAN MKTS
HYG
2.16%
IBOXX HI YD ETF
VSS
1.76%
FTSE SMCAP ETF
IVW
1.67%
S&P 500 GRWT ETF
VTIP
1.62%
STRM INFPROIDX
HYLB
1.6%
DEUTSCHE USD ETF
VMBS
1.59%
MORTG-BACK SEC
IVE
1.59%
S&P 500 VAL ETF
FLRN
1.32%
INV GRD FLT RT
CUT
1.21%
MSCI GBL TIMBR
ITOT
1.09%
CORE S&P TTL STK
VGSH
1.09%
SHTRM GVT BD ETF
BNDX
0.67%
INTL BD IDX ETF
BSV
0.6%
SHORT TRM BOND
VAW
0.54%
MATERIALS ETF
VDE
0.52%
ENERGY ETF
VTI
0.49%
TOTAL STK MKT
VIG
0.26%
DIV APP ETF
SCHD
0.25%
US DIVIDEND EQ
VXUS
0.2%
VG TL INTL STK F
DVY
0.17%
SELECT DIVID ETF
SLYG
0.15%
S&P 600 SMCP GRW
MINT
0.14%
ENHAN SHRT MAT
CWI
0.12%
MSCI ACWI EXUS
GNR
0.12%
GLB NAT RESRCE
BSCM
0.12%
BULSHS 2022 CB
DGS
0.11%
EMG MKTS SMCAP
ACN
0.11%
SHS CLASS A
BKLN
0.1%
SR LN ETF
BSCL
0.1%
BULSHS 2021 CB
AAPL
0.09%
COM
BSCK
0.09%
BULSHS 2020 CB
VXF
0.08%
EXTEND MKT ETF
VEA
0.08%
FTSE DEV MKT ETF
IDV
0.08%
INTL SEL DIV ETF
PG
0.08%
COM
VYM
0.08%
HIGH DIV YLD
DWM
0.07%
DEFA FD
GMS
0.07%
COM
XOM
0.05%
COM
VO
0.05%
MID CAP ETF
EFG
0.04%
EAFE GRWTH ETF
RWR
0.04%
DJ REIT ETF
EBND
0.04%
BRCLY EM LOCL
EFA
0.04%
MSCI EAFE ETF
XLE
0.04%
SBI INT-ENERGY
SCHB
0.04%
US BRD MKT ETF
PM
0.04%
COM
DEM
0.04%
EMERG MKTS ETF
FVD
0.03%
SHS
MUB
0.03%
NAT AMT FREE BD
PFE
0.03%
COM
DES
0.03%
SMALLCAP DIVID
MO
0.03%
COM
RWX
0.03%
DJ INTL RL ETF
AMZN
0.03%
COM
AGG
0.03%
CORE TOTUSBD ETF
RWO
0.03%
DJ GLB RL ES ETF
LMBS
0.03%
FST LOW MTG ETF
BRK.B
0.03%
CL B NEW
TFI
0.03%
NUVN BRCLY MUNI
SDY
0.03%
S&P DIVID ETF
GWX
0.03%
S&P INTL SMLCP
PFF
0.03%
U.S. PFD STK ETF
SCHA
0.03%
US SML CAP ETF
DGRO
0.03%
CORE DIV GRWTH
QQQ
0.03%
UNIT SER 1
IVV
0.03%
CORE S&P500 ETF
MSFT
0.03%
COM
SPY
0.02%
TR UNIT
EEM
0.02%
MSCI EMG MKT ETF
SCHP
0.02%
US TIPS ETF
IYH
0.02%
US HLTHCARE ETF
IWF
0.02%
RUS 1000 GRW ETF
MCD
0.02%
COM
BA
0.02%
COM
VB
0.02%
SMALL CP ETF
WIP
0.02%
DB INT GVT ETF
RYH
0.02%
S&P500 EQL HLT
XLP
0.02%
SBI CONS STPLS
ITA
0.02%
U.S. AER&DEF ETF
SPHD
0.02%
S&P500 HDL VOL
IYW
0.02%
U.S. TECH ETF
JNJ
0.02%
COM
IWD
0.02%
RUS 1000 VAL ETF
IEI
0.02%
3-7 YR TR BD ETF
MDY
0.02%
UTSER1 S&PDCRP
IWR
0.02%
RUS MID-CAP ETF
MRK
0.02%
COM
FTEC
0.02%
MSCI INFO TECH I
T
0.02%
COM
BSCJ
0.02%
BULSHS 2019 CB
RZG
0.02%
S&P SML600 GWT
MGK
0.02%
MEGA GRWTH IND
MUAH
0.02%
19 AMT-FREE MN
PCEF
0.02%
CEF INM COMPSI
ELD
0.02%
EM LCL DEBT FD
HYS
0.02%
0-5 HIGH YIELD
VZ
0.02%
COM
SCHM
0.01%
US MID-CAP ETF
BND
0.01%
TOTAL BND MRKT
CVX
0.01%
COM
CSX
0.01%
COM
MDYV
0.01%
S&P 400 MDCP VAL
AOA
0.01%
AGGRES ALLOC ETF
QQEW
0.01%
SHS
IBMI
0.01%
IBONDS SEP2020
PEP
0.01%
COM
DIS
0.01%
COM DISNEY
HD
0.01%
COM
XLU
0.01%
SBI INT-UTILS
JPM
0.01%
COM
VPU
0.01%
UTILITIES ETF
SHW
0.01%
COM
SPLV
0.01%
S&P500 LOW VOL
IBM
0.01%
COM
HBAN
0.01%
COM
UTX
0.01%
COM
HDV
0.01%
HIGH DIVIDND ETF
IDXX
0.01%
COM
IEFA
0.01%
CORE MSCI EAFE
SCHR
0.01%
INTRM TRM TRES
IBMJ
0.01%
IBONDS DEC 21
GOOGL
0.01%
CAP STK CL A
VT
0.01%
TT WRLD ST ETF
RTN
0.01%
COM NEW
IBMK
0.01%
IBONDS DEC 22
AMLP
0.01%
ALERIAN MLP
WMT
0.01%
COM
GYLD
0.01%
ARROW DJ GLB YLD
GLD
0.01%
GOLD SHS
IEMG
0.01%
CORE MSCI EMKT
CM
0.01%
COM
IEF
0.01%
7-10 Y TR BD ETF
FV
0.01%
DORSEY WRT 5 ETF
VCSH
0.01%
SHRT TRM CORP BD
FTA
0.01%
COM SHS
MNA
0.01%
IQ MRGR ARB ETF
VIGI
0.01%
INTL DVD ETF
RSP
0.01%
S&P500 EQL WGT
USB
0.01%
COM NEW
GOVT
0.01%
U.S. TRS BD ETF
IWM
0.01%
RUSSELL 2000 ETF
XLK
0.01%
TECHNOLOGY
DHR
0.01%
COM
CSCO
0.01%
COM
MMM
0.01%
COM
SHM
0.01%
NUVN BR SHT MUNI
CHD
0.01%
COM
FEX
0.01%
COM SHS
UNH
0.01%
COM
ADP
0.01%
COM
INTC
0.01%
COM
SUB
0.01%
SHT NTLAMTFR ETF
KO
0.01%
COM
GE
0.01%
COM
TD
0.01%
COM NEW
IGE
0.01%
NA NAT RES
DSI
0.01%
MSCI KLD400 SOC
SHE
0.01%
SSGA GNDER ETF
IYJ
0.01%
U.S. INDS ETF
ABT
0.01%
COM
UAA
0.01%
CL A
ABBV
0.01%
COM
FB
0.01%
CL A
VTEB
0.01%
TAX-EXEMPT BD
MDYG
0.01%
S&P 400 MDCP GRW
IWS
0.01%
RUS MDCP VAL ETF
DWDP
0.01%
COM
CMCSA
0.01%
CL A
LLY
0.01%
COM
TXN
0.01%
COM
NEE
0.01%
COM
WFC
0.01%
COM
STPZ
0.01%
1-5 US TIP IDX
BK
0.01%
COM
NICE
0.01%
SPONSORED ADR
AMGN
0.01%
COM
GOOG
0.01%
CAP STK CL C
TIP
< 0.01%
TIPS BD ETF
FTV
< 0.01%
COM
HON
< 0.01%
COM
RSG
< 0.01%
COM
TGP
< 0.01%
PRTNRSP UNITS
IAU
< 0.01%
ISHARES
SNAP
< 0.01%
CL A
EMLC
2.1%
JP MORGAN MKTS
AOR
0.01%
GRWT ALLOCAT ETF
LMT
0.01%
COM
BAC
0.01%
COM
IWP
0.01%
RUS MD CP GR ETF
ORCL
< 0.01%
COM
IBB
< 0.01%
NASDQ BIOTEC ETF
ISRG
< 0.01%
COM NEW
IYG
< 0.01%
U.S. FIN SVC ETF
COP
< 0.01%
COM
IWZ
< 0.01%
RUS 3000 GRW ETF
IWB
< 0.01%
RUS 1000 ETF
DLN
< 0.01%
LARGECAP DIVID
IJK
< 0.01%
S&P MC 400GR ETF
GS
< 0.01%
COM