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Get Institutions for : 
Powershares S&P 500 High Q (SPHQ)  
$61.44 0.01 (0.02%) as of 4:30 Wed 5/22


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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  : 
10.05 (19.56%)  




 
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
   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
   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
   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
   PARAGON CAPITAL MANAGEMENT LTD 4 - 2024-03-31 956,520 $57,793,000 16,919
   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
   ENVESTNET ASSET MANAGEMENT INC 682 - 2024-03-31 801,238 $48,411,000 41,406
   CLS INVESTMENT FIRM LLC 17 - 2022-12-31 999,566 $43,981,000 59,470
   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
   ALASKA PERMANENT CAPITAL MANAGEMENT 13 - 2024-03-31 498,135 $30,102,000 487,960
   RAYMOND JAMES & ASSOCIATES 627 - 2024-03-31 462,180 $27,925,000 198,824
   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
   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
   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
   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
   KWB Wealth 13 - 2024-03-31 211,799 $12,797,000 48,916
   Private Advisor Group LLC 218 - 2024-03-31 200,795 $12,132,000 55,876
   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
   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
   Cedar Mountain Advisors LLC 11 - 2024-03-31 169,555 $10,245,000 1,319
   Opes Wealth Management LLC 10 - 2024-03-31 165,412 $9,994,000 17,127
   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
   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
   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
   Hoese & Co LLP 3 - 2024-03-31 143,553 $8,391,000 4,202
   GeoWealth Management LLC 66 - 2024-03-31 126,393 $7,637,000 126,393
   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
   Concord Wealth Partners 20 - 2024-03-31 113,463 $6,855,000 27,963
   Rollins Financial Advisors LLC 16 - 2024-03-31 113,065 $6,831,000 13,693
   Burns Matteson Capital Management LLC 3 - 2024-03-31 112,133 $6,775,000 92,153
   TD CAPITAL MANAGEMENT LLC 32 - 2024-03-31 110,872 $6,699,000 13,465
   Stonebridge Financial Planning Group LLC 4 - 2024-03-31 107,935 $6,521,000 3,881
   Well Done LLC 16 - 2024-03-31 107,540 $6,498,000 6,494
   Cornerstone Wealth Management LLC 45 - 2024-03-31 107,294 $6,483,000 1,315
   BLAIR WILLIAM & CO/IL 418 - 2024-03-31 106,508 $6,435,000 9,587
   Certified Advisory Corp 32 - 2024-03-31 99,812 $6,031,000 23,955
   Integrity Financial Corp /WA 5 - 2024-03-31 91,612 $5,535,000 87,105
   RFG Advisory Group LLC 92 - 2024-03-31 91,496 $5,528,000 5,159
   LINCOLN NATIONAL CORP 141 - 2024-03-31 89,682 $5,419,000 1,425
   Tidemark LLC 3 - 2024-03-31 89,094 $5,383,000 8,185
   Rollins Financial 16 - 2023-12-31 99,372 $5,374,000 23,830
   PROSPERA FINANCIAL SERVICES 131 - 2023-12-31 99,138 $5,361,000 26,078
   Flagship Private Wealth LLC 6 - 2024-03-31 83,206 $5,027,000 3,483
   Providence First Trust Co 13 - 2024-03-31 82,904 $5,009,000 80
   ESSEX FINANCIAL SERVICES INC 54 - 2024-03-31 79,791 $4,821,000 3,818
   Cedar Wealth Management LLC 11 - 2024-03-31 79,480 $4,802,000 3,209
   SILVER OAK SECURITIES Inc 33 - 2024-03-31 78,622 $4,750,000 64,740
   Rockefeller Capital Management L.P. 701 - 2024-03-31 78,293 $4,731,000 2,088
   HPM Partners LLC 696 - 2024-03-31 69,863 $4,221,000 3,210
   Clear Creek Financial Management LLC 37 - 2024-03-31 69,369 $4,191,000 59,287
   Parallel Advisors LLC 139 - 2024-03-31 68,762 $4,155,000 14,804
   WEST MICHIGAN ADVISORS LLC 14 - 2024-03-31 64,704 $3,909,000 60,928
   COMERICA BANK 859 - 2024-03-31 63,731 $3,851,000 22,526
   Catalytic Wealth RIA LLC 28 - 2024-03-31 60,566 $3,659,000 2,489
   IHT Wealth Management LLC 149 - 2024-03-31 56,262 $3,399,000 22,150
   Beaumont Asset Management L.L.C. 8 - 2024-03-31 56,140 $3,392,000 1,133
   HARTFORD FINANCIAL MANAGEMENT INC. 49 - 2024-03-31 52,952 $3,199,000 14,485
   LEE MUNDER CAPITAL GROUP, LLC 120 - 2024-03-31 52,550 $3,175,000 604
   ARGI INVESTMENT SERVICES, LLC 126 - 2022-12-31 70,386 $3,097,000 42,427
   HARBOUR INVESTMENTS INC. 158 - 2023-12-31 55,473 $3,000,000 10,266
   Redhawk Wealth Advisors Inc. 49 - 2024-03-31 49,097 $2,966,000 13,158
   High Net Worth Advisory Group LLC 27 - 2024-03-31 47,954 $2,898,000 1,946
   Capital Advisory Group Advisory Services LLC 19 - 2024-03-31 45,947 $2,776,000 35
   FIDELITY D & D BANCORP INC 12 - 2024-03-31 45,050 $2,722,000 49
   KEYBANK NATIONAL ASSOCIATION/OH 369 - 2024-03-31 42,451 $2,565,000 3,084
  100 Records found
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