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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Family Investment Center Inc. 1 *New 2024-03-31 471,390 $28,481,000 471,390
   APCM Wealth Management for Individuals 17 *New 2024-03-31 164,248 $9,924,000 164,248
   PRUDENTIAL CORP PLC 276 *New 2024-03-31 73,200 $4,423,000 73,200
   Park Edge Advisors LLC 10 *New 2024-03-31 65,251 $3,942,000 65,251
   Vigilare Wealth Management 20 *New 2024-03-31 25,988 $1,570,000 25,988
   MADDEN SECURITIES Corp 44 *New 2024-03-31 19,908 $1,203,000 19,908
   Hibernia Wealth Partners LLC 20 *New 2024-03-31 19,295 $1,166,000 19,295
   Endowment Wealth Management Inc. 32 *New 2024-03-31 17,589 $1,063,000 17,589
   WESPAC ADVISORS, LLC 55 *New 2024-03-31 16,632 $1,005,000 16,632
   SpiderRock Advisors LLC 290 *New 2024-03-31 16,600 $984,000 16,600
   Summit Financial LLC 209 *New 2024-03-31 13,868 $838,000 13,868
   WILEY BROS.-AINTREE CAPITAL LLC 215 *New 2024-03-31 11,516 $696,000 11,516
   Pensionmark Financial Group LLC 180 *New 2024-03-31 10,707 $647,000 10,707
   BLACKROCK INC. 4140 *New 2024-03-31 6,317 $382,000 6,317
   IAMS WEALTH MANAGEMENT LLC 90 *New 2024-03-31 6,322 $369,000 6,322
   Secure Asset Management LLC 160 *New 2024-03-31 5,998 $362,000 5,998
   NORRIS PERNE & FRENCH LLP/MI 116 *New 2024-03-31 5,152 $311,000 5,152
   BROWN BROTHERS HARRIMAN & CO 451 *New 2024-03-31 5,000 $302,000 5,000
   Strategic Financial Concepts LLC 231 *New 2024-03-31 4,902 $296,000 4,902
   STOCK YARDS BANK & TRUST CO 354 *New 2024-03-31 4,495 $272,000 4,495
   CFO4Life L.P. 141 *New 2022-12-31 6,152 $271,000 6,152
   COURIER CAPITAL CORP 336 *New 2024-03-31 3,682 $222,000 3,682
   Total Clarity Wealth Management Inc. 239 *New 2024-03-31 3,682 $222,000 3,682
   IPSWICH INVESTMENT MANAGEMENT CO., INC. 180 *New 2024-03-31 3,675 $222,000 3,675
   LVZ Advisors Inc. 129 *New 2024-03-31 3,632 $219,000 3,632
   Sontag Advisory LLC 589 *New 2024-03-31 3,499 $211,000 3,499
   BURNEY CO/ 560 *New 2023-12-31 3,840 $208,000 3,840
   Smith Anglin Financial LLC 182 *New 2024-03-31 3,436 $208,000 3,436
   Single Point Partners LLC 73 *New 2024-03-31 3,424 $207,000 3,424
   Spinnaker Investment Group LLC 85 *New 2024-03-31 3,404 $206,000 3,404
   Goodman Advisory Group LLC 78 *New 2024-03-31 2,484 $150,000 2,484
   FWL INVESTMENT MANAGEMENT LLC 67 *New 2024-03-31 1,937 $117,000 1,937
   MILESTONE GROUP INC 205 *New 2024-03-31 1,743 $105,000 1,743
   MITCHELL SINKLER & STARR/PA 171 *New 2024-03-31 1,000 $60,000 1,000
   Aspire Private Capital LLC 238 *New 2024-03-31 789 $48,000 789
   Pineridge Advisors LLC 137 *New 2024-03-31 777 $47,000 777
   Sugarloaf Wealth Management LLC 333 *New 2024-03-31 586 $35,000 586
   SCBT FINANCIAL CORP 432 *New 2024-03-31 410 $25,000 410
   WOODMONT INVESTMENT COUNSEL LLC 319 *New 2024-03-31 406 $25,000 406
   Truvestments Capital LLC 448 *New 2024-03-31 274 $17,000 274
   First Personal Financial Services 253 *New 2024-03-31 264 $16,000 264
   COUNTRY TRUST BANK 213 *New 2024-03-31 258 $16,000 258
   Nelson Van Denburg & Campbell Wealth Management Gr 1824 *New 2024-03-31 187 $11,000 187
   SevenOneSeven Capital Management 12 *New 2023-12-31 165 $9,000 165
   Atlantic Trust LLC 356 *New 2024-03-31 144 $9,000 144
   SANDY SPRING BANK 892 *New 2024-03-31 129 $8,000 129
   JNBA FINANCIAL ADVISORS 494 *New 2024-03-31 111 $7,000 111
   FAMILY MANAGEMENT CORP 174 *New 2024-03-31 114 $7,000 114
   Wagner Wealth Management LLC 212 *New 2024-03-31 101 $6,000 101
   GUARDIAN WEALTH ADVISORS LLC / NC 401 *New 2024-03-31 89 $5,000 89
   Headlands Technologies LLC 1110 *New 2024-03-31 63 $4,000 63
   EPG Wealth Management LLC 416 *New 2024-03-31 66 $4,000 66
   BANGOR SAVINGS BANK 476 *New 2024-03-31 30 $2,000 30
   Winthrop Capital Management LLC 138 *New 2024-03-31 10 $1,000 10

  54 Records found
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