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
6
0
0
0
2
0
7
1
1
WEALTH PENSION SERVICES GROUP INC

Time Period2019-03-31

Total Holdings116

Total Value ($x1000)128,484
Activities
New20

Increased43

Unchanged11

Decreased42

Sold Out4

Top 10 Stock Holdingstotal 36.72%
IWB5.61

ONEK5.07

GWL4.99

IWD3.7

VEA3.36

 
JPST3.27

VIG3.12

VTV2.96

IVV2.44

IWZ2.2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
5.61%
RUS 1000 ETF
ONEK
5.07%
RUSSELL 1000 ETF
GWL
4.99%
S&P WRLD EX US
IWD
3.7%
RUS 1000 VAL ETF
VEA
3.36%
FTSE DEV MKT ETF
JPST
3.27%
ULTRA SHRT INC
VIG
3.12%
DIV APP ETF
VTV
2.96%
VALUE ETF
IVV
2.44%
CORE S&P500 ETF
IWZ
2.2%
RUS 3000 GRW ETF
IWF
1.99%
RUS 1000 GRW ETF
ITOT
1.92%
CORE S&P TTL STK
AGG
1.64%
CORE TOTUSBD ETF
IEI
1.61%
3-7 YR TR BD ETF
GVI
1.53%
INTRM GOV/CR ETF
LRGF
1.52%
FCTSLC MSCI US
RSCO
1.51%
SM CAP COMPLETE
SCPB
1.49%
BARC SHT TR CP
SCZ
1.43%
EAFE SML CP ETF
SPYG
1.42%
S&P 500 GROWTH
USMV
1.41%
USA MIN VOL ETF
VWO
1.37%
FTSE EMR MKT ETF
CIU
1.31%
INTERM CR BD ETF
DGRO
1.3%
CORE DIV GRWTH
CFT
1.24%
CREDIT BD ETF
GMM
1.22%
EMERG MKTS ETF
GOVT
1.13%
U.S. TRS BD ETF
FTVA
1.11%
APTUS FRTIFIE
CLNC
1.1%
CL A
TWOK
1.1%
SPDR RUSSEL 2000
SHV
0.93%
SHRT TRS BD ETF
IWV
0.92%
RUSSELL 3000 ETF
ITA
0.87%
U.S. AER&DEF ETF
IJH
0.86%
CORE S&P MCP ETF
QQQ
0.86%
UNIT SER 1
HRL
0.86%
COM
XLF
0.84%
SBI INT-FINL
VGSH
0.82%
SHTRM GVT BD ETF
THRK
0.79%
RUSSELL 3000 ETF
IEUR
0.79%
CORE MSCI EURO
MTUM
0.79%
MSCI USAMOMFCT
DRSK
0.75%
APTUS DEFINED
LQD
0.75%
IBOXX INV CP ETF
IYC
0.66%
U.S. CNSM SV ETF
DVY
0.65%
SELECT DIVID ETF
VYM
0.61%
HIGH DIV YLD
AOA
0.61%
AGGRES ALLOC ETF
IWN
0.6%
RUS 2000 VAL ETF
AAPL
0.58%
COM
CFO
0.58%
CEMP US 500 ENHA
PDI
0.57%
SHS
AOR
0.54%
GRWT ALLOCAT ETF
VB
0.53%
SMALL CP ETF
IWR
0.53%
RUS MID-CAP ETF
IEMG
0.53%
CORE MSCI EMKT
IYR
0.52%
U.S. REAL ES ETF
FIBR
0.52%
EDGE US FIXD INM
USFR
0.51%
BLMBRG FL TRFD
VGT
0.51%
INF TECH ETF
DAL
0.49%
COM NEW
PG
0.49%
COM
MU
0.47%
COM
JMST
0.47%
ULTRA SHRT ETF
CDC
0.47%
CEMP US EQ INCOM
FSIC
0.46%
COM
TIP
0.45%
TIPS BD ETF
IYY
0.42%
DOW JONES US ETF
MSFT
0.39%
COM
IYH
0.38%
US HLTHCARE ETF
IWY
0.38%
RUS TP200 GR ETF
AMZN
0.37%
COM
CL
0.35%
COM
VGK
0.34%
FTSE EUROPE ETF
HEFA
0.34%
HDG MSCI EAFE
VO
0.34%
MID CAP ETF
QUAL
0.33%
MSCI USA QLT FAC
BAC
0.33%
COM
EEM
0.32%
MSCI EMG MKT ETF
ACWV
0.32%
CNTRY MIN VL ETF
SLY
0.3%
S&P 600 SML CAP
VUG
0.29%
GROWTH ETF
KO
0.29%
COM
IDU
0.28%
U.S. UTILITS ETF
SMLF
0.28%
MSCI USA SMLCP
FEM
0.25%
EMERG MKT ALPH
HDV
0.25%
HIGH DIVIDND ETF
JPM
0.25%
COM
EPD
0.25%
COM
MUB
0.25%
NAT AMT FREE BD
CIZ
0.25%
CEMP DEVELOPED E
CB
0.24%
COM
IYJ
0.23%
U.S. INDS ETF
VTI
0.23%
TOTAL STK MKT
ITR
0.22%
INTR TRM CORP BD
MBB
0.22%
MBS ETF
XLE
0.22%
SBI INT-ENERGY
VV
0.21%
LARGE CAP ETF
IWL
0.21%
RUS TOP 200 ETF
IVE
0.21%
S&P 500 VAL ETF
TFI
0.19%
NUVN BRCLY MUNI
HD
0.19%
COM
LRCX
0.18%
COM
LQDH
0.18%
INT RT HDG C B
SPY
0.18%
TR UNIT
MCD
0.17%
COM
LMBS
0.17%
FST LOW MTG ETF
NVDA
0.17%
COM
BAB
0.16%
TAXABLE MUN BD
OEF
0.16%
S&P 100 ETF
AFIN
0.14%
COM CLASS A
PDBC
0.13%
OPTIMUM YIELD
XXII
0.08%
COM
LXRX
0.05%
COM NEW
TA
0.04%
COM
SENS
0.04%
COM
KTOVW
0.03%
*W EXP 11/20/202
TAIL
1.89%
TAIL RISK
RLY
1%
MULT ASS RLRTN
BEMO
0.8%
APTU BEHA MOME
IVR
0.14%
COM