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Get Institutions for : 
Powershares S&P 500 High Q (SPHQ)  
$61.45 0.04 (0.07%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 421    9
Total shares held : 
 86,491,916  
% of shares held : 
 84.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   53  
Amount of shares held : 
 5,460,603  
% of shares held change : 
   5.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.09  
Last Quarter's Ending Price : 
 $54.08  
Last Quarter's Average Price : 
 $51.39  
Change from last quarter's     
avg. price to the last closing  : 
10.06 (19.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 948,219
 1.1%
 
Increased Positions :
169
 7,900,199
 9.13%
 
Unchanged Positions :
87
 2,027,976
 2.34%
 
Decreased Positions :
125
-2,292,609
-2.65%
 
Closed Positions :
31
-1,095,206
-1.27%
 
Guru Positions :
1
193,731
 0.22%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   First Command Advisory Services Inc. 4 - 2024-03-31 13,745,877 $830,646,000 -83,080
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 14 - 2024-03-31 6,978,220 $421,624,000 1,183,904
   LPL FINANCIAL CORP 97 - 2024-03-31 6,776,795 $409,454,000 201,151
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2 - 2024-03-31 6,615,038 $399,681,000 3,121,091
   FIFTH THIRD BANCORP 19 - 2024-03-31 4,620,115 $279,147,000 4,594,722
   FMR LLC 712 - 2024-03-31 4,152,357 $250,885,000 -30,747
   BANK OF AMERICA CORP /DE/ 576 - 2024-03-31 3,637,018 $219,749,000 259,535
   AMERIPRISE FINANCIAL INC 337 - 2024-03-31 3,347,808 $196,576,000 1,233,975
   MORGAN STANLEY 807 - 2024-03-31 3,223,183 $194,745,000 534,594
   WELLS FARGO & CO/MN 369 - 2024-03-31 2,308,566 $139,484,000 161,009
   BANK OF NEW YORK MELLON CORP 642 - 2024-03-31 1,699,704 $102,696,000 185,806
   SFMG, LLC 3 - 2024-03-31 1,667,650 $100,759,000 -24,654
   Advisor Group Holdings Inc. 90 - 2024-03-31 1,667,109 $100,729,000 93,599
   ROYAL BANK OF CANADA 525 - 2024-03-31 1,457,276 $88,049,000 20,300
   UBS Group AG 539 - 2024-03-31 1,419,308 $85,755,000 145,115
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 114 - 2024-03-31 1,308,854 $79,081,000 156,639
   MADISON ASSET MANAGEMENT LLC 38 - 2024-03-31 1,180,546 $71,329,000 169,632
   PFS INVESTMENTS INC. 16 - 2023-06-30 1,404,852 $70,875,000 65,655
   PNC FINANCIAL SERVICES GROUP INC 241 - 2024-03-31 976,131 $58,978,000 -37,331
   PARAGON CAPITAL MANAGEMENT LTD 4 - 2024-03-31 956,520 $57,793,000 16,919
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 4 - 2024-03-31 935,811 $56,542,000 -13,794
   COMMONWEALTH EQUITY SERVICES LLC. 209 - 2024-03-31 913,192 $55,175,000 2,378
   Trilogy Capital Inc. 4 - 2024-03-31 839,188 $50,704,000 13,032
   First Command Bank 7 - 2023-06-30 994,977 $50,197,000 307,278
   First Command Financial Services Inc. 7 - 2023-06-30 994,977 $50,197,000 307,278
   EVENSKY & KATZ INC 10 - 2024-03-31 817,594 $49,399,000 -5,848
   Equitable Holdings Inc. 44 - 2024-03-31 802,141 $48,465,000 -211,299
   ENVESTNET ASSET MANAGEMENT INC 682 - 2024-03-31 801,238 $48,411,000 41,406
   CI Private Wealth LLC 229 - 2024-03-31 780,385 $47,151,000 -385,908
   CLS INVESTMENT FIRM LLC 17 - 2022-12-31 999,566 $43,981,000 59,470
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 305 - 2024-03-31 668,030 $40,362,000 -272,791
   Milestone Investment Advisors LLC 1 - 2024-03-31 573,222 $34,634,000 62,303
   PRIVATE CAPITAL MANAGEMENT LLC 3 - 2024-03-31 552,950 $33,409,000 25,351
   STIFEL FINANCIAL CORP 391 - 2024-03-31 537,239 $32,460,000 -79,494
   ALASKA PERMANENT CAPITAL MANAGEMENT 13 - 2024-03-31 498,135 $30,102,000 487,960
   Family Investment Center Inc. 1 *New 2024-03-31 471,390 $28,481,000 471,390
   Capital Planning Advisors LLC 5 - 2024-03-31 466,690 $28,197,000 -8,196
   RAYMOND JAMES & ASSOCIATES 627 - 2024-03-31 462,180 $27,925,000 198,824
   WCG Wealth Advisors LLC 8 - 2024-03-31 420,787 $25,424,000 -85,798
   Schwallier Wealth Management LLC 1 - 2024-03-31 410,698 $24,814,000 24,444
   Orgel Wealth Management LLC 25 - 2024-03-31 378,205 $22,851,000 38,933
   Davidson Capital Management Inc. 4 - 2024-03-31 372,507 $22,507,000 29,971
   Cetera Investment Advisers 85 - 2024-03-31 354,799 $21,437,000 -60,413
   Ballast Inc. 3 - 2024-03-31 348,040 $21,029,000 -146
   HIGHTOWER ADVISORS, LLC 467 - 2024-03-31 337,361 $20,368,000 249,123
   MULTIFINANCIAL SECURITIES CORP 127 - 2024-03-31 336,257 $20,317,000 123,804
   Graves-Light Private Wealth Management Inc. 15 - 2024-03-31 301,245 $18,201,000 14,155
   Stratos Wealth Partners LTD. 65 - 2024-03-31 298,289 $18,023,000 -113,530
   H D Vest Advisory Services 103 - 2024-03-31 293,638 $17,742,000 248,660
   TWO SIGMA INVESTMENTS LLC 425 - 2024-03-31 290,000 $17,522,000 27,500
   MML INVESTORS SERVICES LLC 274 - 2024-03-31 288,012 $17,402,000 32,176
   UNION SAVINGS BANK 2 - 2024-03-31 282,538 $17,071,000 101,798
   THRIVENT FINANCIAL FOR LUTHERANS 505 - 2024-03-31 262,558 $15,863,000 185,140
   Lido Advisors LLC 113 - 2024-03-31 255,387 $15,430,000 -4,393
   FINANCIAL NETWORK 277 - 2024-03-31 252,535 $15,258,000 -2,555
   TruWealth Advisors LLC 29 - 2024-03-31 250,686 $15,146,000 2,286
   EVERGREEN CAPITAL MANAGEMENT LLC 42 - 2024-03-31 243,389 $14,706,000 12,735
   BB&T CORP 520 - 2024-03-31 222,472 $13,442,000 15,582
   J P MORGAN CHASE & CO 1912 - 2024-03-31 213,970 $12,928,000 26,990
   MARINER WEALTH ADVISORS, LLC 435 - 2024-03-31 213,476 $12,898,000 -44,110
   KWB Wealth 13 - 2024-03-31 211,799 $12,797,000 48,916
   Financial Services Advisory Inc 11 - 2024-03-31 210,087 $12,693,000 -2,973
   COZAD ASSET MANAGEMENT INC 16 - 2024-03-31 203,762 $12,311,000 -2,896
   Private Advisor Group LLC 218 - 2024-03-31 200,795 $12,132,000 55,876
   FOCUS FINANCIAL NETWORK INC /ADV 44 - 2023-12-31 222,019 $12,007,000 0
   Global Retirement Partners LLC 44 - 2024-03-31 196,143 $11,851,000 -35,476
   Snowden Capital Advisors LLC 50 - 2024-03-31 193,892 $11,715,000 1,808
   LEUCADIA NATIONAL CORP -- Notable Guru -- 75 - 2024-03-31 193,731 $11,705,000 19,431
   TWO SIGMA ADVISERS, LLC 493 - 2024-03-31 189,800 $11,468,000 -200,100
   Focus Financial Network Inc. 36 - 2024-03-31 195,652 $11,348,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 414 - 2024-03-31 185,218 $11,191,000 58,680
   Cresset Asset Management LLC 233 - 2024-03-31 177,654 $10,734,000 24,230
   WEALTH MANAGEMENT RESOURCES INC. 11 - 2024-03-31 176,510 $10,665,000 22,960
   Financial Advocates Investment Management 30 - 2024-03-31 175,500 $10,603,000 4,659
   LEGACY PRIVATE TRUST CO. 30 - 2024-03-31 173,178 $10,463,000 -16,800
   Jordan Park Group LLC 17 - 2024-03-31 170,250 $10,287,000 0
   Cedar Mountain Advisors LLC 11 - 2024-03-31 169,555 $10,245,000 1,319
   AE Wealth Management LLC 213 - 2024-03-31 166,417 $10,055,000 -30,489
   Opes Wealth Management LLC 10 - 2024-03-31 165,412 $9,994,000 17,127
   APCM Wealth Management for Individuals 17 *New 2024-03-31 164,248 $9,924,000 164,248
   PRINCIPAL SECURITIES INC. 69 - 2024-03-31 163,941 $9,905,000 20,749
   Atria Wealth Solutions Inc. 197 - 2024-03-31 160,472 $9,696,000 7,600
   Sound View Wealth Advisors Group LLC 25 - 2024-03-31 158,285 $9,564,000 -6,961
   Nikulski Financial Inc. 4 - 2024-03-31 151,745 $9,168,000 3,078
   Sage Mountain Advisors LLC 17 - 2024-03-31 149,085 $9,008,000 803
   FLAGSHIP HARBOR ADVISORS LLC 34 - 2024-03-31 146,151 $8,830,000 -23,504
   Chicago Wealth Management Inc. 10 - 2024-03-31 145,275 $8,778,000 1,638
   Cresta Advisors Ltd. 7 - 2024-03-31 142,428 $8,606,000 9,451
   BerganKDV Wealth Management LLC 25 - 2023-06-30 168,893 $8,521,000 -2,723
   CREATIVE PLANNING 449 - 2024-03-31 139,125 $8,406,000 -34,805
   Hoese & Co LLP 3 - 2024-03-31 143,553 $8,391,000 4,202
   TSFG LLC 12 - 2024-03-31 137,099 $8,284,000 -61,379
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 408 - 2023-09-30 161,300 $8,071,000 -39,969
   Dynamic Wealth Strategies LLC 4 - 2024-03-31 128,299 $7,752,000 -4,428
   Strategies Wealth Advisors LLC 14 - 2024-03-31 127,424 $7,699,000 -1,346
   GeoWealth Management LLC 66 - 2024-03-31 126,393 $7,637,000 126,393
   HANSON MCCLAIN, INC. 144 - 2024-03-31 122,227 $7,385,000 -3,143
   FREEDOM WEALTH ALLIANCE LLC 2 - 2023-09-30 147,392 $7,375,000 2,446
   LIBERTY ONE INVESTMENT MANAGEMENT LLC 29 - 2024-03-31 119,852 $7,241,000 6,221
   Symphony Financial Ltd. Co. 18 - 2024-03-31 119,314 $7,209,000 5,356
  100 Records found
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