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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
9
2
0
2
1
13
6
13
VISIONARY ASSET MANAGEMENT INC

Time Period2018-12-31

Total Holdings129

Total Value ($x1000)252,315
Activities
New34

Increased28

Unchanged0

Decreased67

Sold Out194

Top 10 Stock Holdingstotal 82.9%
SHY27.99

SCHO14.01

VGSH14

BLV5.56

BIV5.55

 
BSV5.55

BIL4.88

SHV2.35

IEF2.07

NEAR0.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SHY
27.99%
1-3 YR TR BD ETF
SCHO
14.01%
SHT TM US TRES
VGSH
14%
SHTRM GVT BD ETF
BLV
5.56%
LONG TERM BOND
BIV
5.55%
INTERMED TERM
BSV
5.55%
SHORT TRM BOND
BIL
4.88%
SPDR BLOOMBERG
SHV
2.35%
SHRT TRS BD ETF
IEF
2.07%
7-10 Y TR BD ETF
NEAR
0.94%
SHT MAT BD ETF
JPST
0.77%
ULTRA SHRT INC
FUTY
0.71%
MSCI UTILS INDEX
IVV
0.46%
CORE S&P500 ETF
XLK
0.44%
TECHNOLOGY
UST
0.4%
ULTR 7-10 TREA
IJH
0.4%
CORE S&P MCP ETF
MINT
0.38%
ENHAN SHRT MAT
MSFT
0.29%
COM
VGT
0.28%
INF TECH ETF
XLV
0.25%
SBI HEALTHCARE
IHI
0.24%
U.S. MED DVC ETF
SCHH
0.22%
US REIT ETF
AMZN
0.21%
COM
KEYS
0.21%
COM
D
0.2%
COM
ITOT
0.2%
CORE S&P TTL STK
XLRE
0.2%
RL EST SEL SEC
ENB
0.2%
COM
SNY
0.19%
SPONSORED ADR
USMV
0.19%
USA MIN VOL ETF
IWF
0.19%
RUS 1000 GRW ETF
SPY
0.19%
TR UNIT
RGLD
0.18%
COM
RSP
0.18%
S&P500 EQL WGT
MKC
0.17%
COM NON VTG
VFH
0.17%
FINANCIALS ETF
IEMG
0.16%
CORE MSCI EMKT
KO
0.16%
COM
IWD
0.16%
RUS 1000 VAL ETF
SSO
0.16%
PSHS ULT S&P 500
BRK.B
0.16%
CL B NEW
MVV
0.15%
PSHS ULT MCAP400
BAM
0.15%
CL A LTD VT SH
PFF
0.15%
U.S. PFD STK ETF
L
0.14%
COM
QUAL
0.14%
MSCI USA QLT FAC
BUD
0.14%
SPONSORED ADR
XT
0.14%
EXPONEN TECHNO
MDY
0.13%
UTSER1 S&PDCRP
VLUE
0.13%
MSCI USAVALFCT
LBTYK
0.13%
SHS CL C
CVS
0.13%
COM
BK
0.12%
COM
ISRG
0.12%
COM NEW
IYH
0.12%
US HLTHCARE ETF
IJR
0.12%
CORE S&P SCP ETF
PG
0.12%
COM
BAX
0.12%
COM
VGLT
0.12%
LONG-TERM GOV
RMD
0.11%
COM
TFLO
0.11%
TRS FLT RT BD
AAPL
0.11%
COM
ROL
0.11%
COM
WRB
0.11%
COM
GM
0.11%
COM
CE
0.11%
COM SER A
EL
0.11%
CL A
CHD
0.11%
COM
PGR
0.1%
COM
MSI
0.1%
COM NEW
CTAS
0.1%
COM
BMY
0.1%
COM
TSS
0.1%
COM
SLB
0.1%
COM
DIS
0.1%
COM DISNEY
WBA
0.1%
COM
ADM
0.1%
COM
TJX
0.1%
COM
EXPE
0.1%
COM NEW
GIS
0.1%
COM
M
0.1%
COM
FIVE
0.1%
COM
KXI
0.1%
GLB CNSM STP ETF
POOL
0.1%
COM
TWTR
0.1%
COM
LII
0.09%
COM
OKE
0.09%
COM
LMT
0.09%
COM
IWM
0.09%
RUSSELL 2000 ETF
HD
0.09%
COM
URI
0.09%
COM
EMB
0.09%
JP MOR EM MK ETF
MRK
0.09%
COM
IR
0.09%
SHS
COO
0.09%
COM NEW
VZ
0.09%
COM
PAYC
0.09%
COM
DWDP
0.09%
COM
CSX
0.09%
COM
CLX
0.09%
COM
RL
0.09%
CL A
PSX
0.09%
COM
MPWR
0.09%
COM
ES
0.09%
COM
ABT
0.09%
COM
STI
0.09%
COM
MS
0.09%
COM NEW
WMB
0.09%
COM
ETSY
0.09%
COM
DUK
0.09%
COM NEW
ETFC
0.09%
COM NEW
ZBRA
0.08%
CL A
AKAM
0.08%
COM
CMA
0.08%
COM
MDT
0.08%
SHS
PFE
0.08%
COM
SNPS
0.08%
COM
BURL
0.08%
COM
CRL
0.08%
COM
JNJ
0.08%
COM
MCD
0.08%
COM
XYL
0.08%
COM
BDX
0.08%
COM
PYPL
0.08%
COM
TMO
0.08%
COM
G
0.08%
SHS
CPRT
0.08%
COM
AES
0.08%
COM
FCT
0.05%
COM
HYG
3.99%
IBOXX HI YD ETF
JNK
3.3%
BRC HGH YLD BD
AGG
1.68%
CORE TOTUSBD ETF
IEI
1.65%
3-7 YR TR BD ETF
VCR
1.18%
CONSUM DIS ETF
VHT
1.16%
HEALTH CAR ETF
CF
1.12%
COM
VIS
1.11%
INDUSTRIAL ETF
VDE
1.05%
ENERGY ETF
VAW
1.03%
MATERIALS ETF
VPU
1%
UTILITIES ETF
LLY
1%
COM
FE
0.98%
COM
VDC
0.97%
CONSUM STP ETF
TGT
0.95%
COM
VNQ
0.95%
REIT ETF
VOX
0.92%
TELCOMM ETF
QCOM
0.92%
COM
ETN
0.91%
SHS
HP
0.91%
COM
CTL
0.9%
COM
EMR
0.88%
COM
KSS
0.85%
COM
PPL
0.85%
COM
UPS
0.84%
CL B
XOM
0.84%
COM
IBM
0.84%
COM
MO
0.83%
COM
GILD
0.83%
COM
SCG
0.83%
COM
OXY
0.82%
COM
PFG
0.82%
COM
NUE
0.81%
COM
PM
0.81%
COM
STX
0.8%
SHS
T
0.8%
COM
CAH
0.79%
COM
XRX
0.79%
COM NEW
WU
0.78%
COM
MET
0.78%
COM
SO
0.76%
COM
LYB
0.75%
SHS - A -
PBCT
0.75%
COM
WFC
0.74%
COM
NLSN
0.72%
SHS EUR
IP
0.71%
COM
WRK
0.68%
COM
LB
0.65%
COM
USHY
0.65%
BROAD USD HIGH
IVZ
0.64%
SHS
GE
0.64%
COM
F
0.62%
COM PAR $0.01
SJNK
0.6%
SHT TRM HGH YLD
CWB
0.5%
BRC CNV SECS ETF
SLYV
0.49%
S&P 600 SMCP VAL
ONEK
0.36%
RUSSELL 1000 ETF
IPE
0.29%
BARCLYS TIPS ETF
TLO
0.29%
BRCLYS LG TRS ET
KRE
0.28%
S&P REGL BKG
XLY
0.27%
SBI CONS DISCR
XLE
0.22%
SBI INT-ENERGY
STE
0.21%
SHS USD
VO
0.21%
MID CAP ETF
UWM
0.2%
PSHS ULTRUSS2000
VEA
0.19%
FTSE DEV MKT ETF
EEM
0.17%
MSCI EMG MKT ETF
XBI
0.17%
S&P BIOTECH
VB
0.17%
SMALL CP ETF
WST
0.17%
COM
AVY
0.16%
COM
NATI
0.16%
COM
SIX
0.15%
COM
NVDA
0.15%
COM
TECH
0.14%
COM
EHC
0.14%
COM
CNK
0.14%
COM
BAH
0.14%
CL A
LDOS
0.14%
COM
BMS
0.14%
COM
HRC
0.13%
COM
HUBB
0.13%
COM
NWE
0.13%
COM NEW
MIC
0.13%
MEMBERSHIP INT
WSM
0.13%
COM
TDS
0.13%
COM NEW
KAR
0.13%
COM
TKR
0.13%
COM
TRCO
0.13%
CL A
BGCP
0.13%
CL A
ORI
0.13%
COM
AVT
0.13%
COM
SABR
0.13%
COM
CVI
0.13%
COM
CWEN
0.13%
CL C
SON
0.13%
COM
R
0.13%
COM
HYMB
0.13%
NUV HGHYLD MUN
FTY
0.13%
REAL EST 50 ETF
WSO
0.13%
COM
CLNY
0.13%
CL A COM
MSM
0.13%
CL A
SAIC
0.12%
COM
PF
0.12%
COM
MUR
0.12%
COM
UBSI
0.12%
COM
JCOM
0.12%
COM
GEF
0.12%
CL A
CBRL
0.12%
COM
TWO
0.12%
COM NEW
XLI
0.12%
SBI INT-INDS
TFSL
0.12%
COM
TRTN
0.12%
CL A
FNB
0.11%
COM
PACW
0.11%
COM
FLO
0.11%
COM
VLY
0.11%
COM
NYCB
0.11%
COM
VSS
0.11%
FTSE SMCAP ETF
ALGN
0.11%
COM
CY
0.11%
COM
SYY
0.11%
COM
IAI
0.11%
U.S. BR-DEAL ETF
VSH
0.1%
COM
IWP
0.1%
RUS MD CP GR ETF
MCO
0.1%
COM
PCAR
0.1%
COM
SNX
0.1%
COM
FDX
0.1%
COM
IGT
0.1%
SHS USD
CNP
0.1%
COM
CMCSA
0.1%
CL A
IDV
0.1%
INTL SEL DIV ETF
VLO
0.1%
COM
K
0.09%
COM
NOV
0.09%
COM
STLD
0.09%
COM
KORS
0.09%
SHS
ANGL
0.09%
FALLEN ANGEL HG
ITA
0.09%
U.S. AER&DEF ETF
SNA
0.09%
COM
JPM
0.09%
COM
HSIC
0.09%
COM
HBAN
0.09%
COM
ROST
0.09%
COM
INTC
0.08%
COM
SBIO
0.08%
MED BREAKTHGH
ODFL
0.08%
COM
JKHY
0.08%
COM
PPG
0.08%
COM
CNC
0.08%
COM
IFF
0.08%
COM
USB
0.08%
COM NEW
COST
0.08%
COM
IJS
0.08%
SP SMCP600VL ETF
FDT
0.08%
DEV MRK EX US
SSNC
0.08%
COM
JPIN
0.08%
DIV RTN INT EQ
MSCI
0.08%
COM
LW
0.08%
COM
ALLE
0.07%
ORD SHS
FEM
0.07%
EMERG MKT ALPH
REGN
0.07%
COM
FOX
0.07%
CL B
QLYS
0.07%
COM
RJF
0.07%
COM
B
0.07%
COM
ORLY
0.07%
COM
NTAP
0.07%
COM
MOS
0.07%
COM
ANTM
0.07%
COM
FRC
0.07%
COM
TXRH
0.07%
COM
RHI
0.07%
COM
DISCK
0.07%
COM SER C
DTE
0.07%
COM
UAL
0.07%
COM
TWOK
0.07%
SPDR RUSSEL 2000
DG
0.07%
COM
VRSN
0.07%
COM
AMD
0.07%
COM
BLL
0.07%
COM
AEE
0.07%
COM
FLS
0.07%
COM
AJG
0.07%
COM
EFA
0.07%
MSCI EAFE ETF
CINF
0.07%
COM
MTD
0.07%
COM
H
0.07%
COM CL A
PVH
0.07%
COM
MNST
0.07%
COM
SHW
0.07%
COM
IEFA
0.07%
CORE MSCI EAFE
UNH
0.06%
COM
PFLT
0.04%
COM