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Get Institutions for : 
Powershares S&p 500 Momentum Portfolio (SPMO)  
$83.89 0.09 (0.11%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    3
Total shares held : 
 2,002,183  
% of shares held : 
 14.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -124,809  
% of shares held change : 
   -0.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $64.89  
Last Quarter's Ending Price : 
 $80.22  
Last Quarter's Average Price : 
 $73.67  
Change from last quarter's     
avg. price to the last closing  : 
10.22 (13.87%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 94,739
 4.73%
 
Increased Positions :
19
 94,234
 4.71%
 
Unchanged Positions :
16
 90,429
 4.52%
 
Decreased Positions :
16
-118,464
-5.92%
 
Closed Positions :
10
-195,318
-9.76%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   ENVESTNET ASSET MANAGEMENT INC 166 - 2024-03-31 4,004,179 $321,215,000 3,970,445
   LPL FINANCIAL CORP 443 - 2024-03-31 844,980 $67,784,000 409,784
   Advisor Group Holdings Inc. 229 - 2024-03-31 475,857 $38,137,000 278,798
   PRINCIPAL SECURITIES INC. 35 - 2024-03-31 209,342 $16,793,000 209,282
   BANK OF AMERICA CORP /DE/ 2275 - 2024-03-31 158,492 $12,714,000 52,058
   FINANCIAL NETWORK 529 - 2024-03-31 79,917 $6,411,000 70,845
   JANE STREET GROUP LLC 1401 - 2024-03-31 54,620 $4,382,000 48,820
   Clear Creek Financial Management LLC 36 - 2024-03-31 52,827 $4,238,000 20,235
   MULTIFINANCIAL SECURITIES CORP 530 - 2024-03-31 50,039 $4,014,000 46,783
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 910 - 2024-03-31 46,696 $3,746,000 29,613
   Financial Advocates Investment Management 156 - 2024-03-31 31,712 $2,544,000 12,485
   ROYAL BANK OF CANADA 2372 - 2024-03-31 31,064 $2,492,000 30,047
   MARSHALL WACE LLP 1112 - 2024-03-31 28,907 $2,319,000 28,907
   WealthCare Investment Partners LLC 29 - 2024-03-31 26,402 $2,118,000 2,947
   COMMONWEALTH EQUITY SERVICES LLC. 1942 - 2024-03-31 18,720 $1,502,000 12,174
   Geneos Wealth Management Inc. 306 - 2024-03-31 17,073 $1,370,000 11,648
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2363 - 2024-03-31 14,411 $1,156,000 1,714
   Southland Equity Partners LLC 56 - 2024-03-31 13,551 $1,087,000 1,166
   Buckingham Strategic Partners 240 - 2024-03-31 12,397 $995,000 1,423
   Arrowroot Family Office LLC 44 - 2024-03-31 12,224 $981,000 7,279
   OPPENHEIMER & CO INC 906 - 2024-03-31 7,981 $640,000 1,277
   Integrated Wealth Concepts LLC 952 - 2024-03-31 7,575 $608,000 1,416
   L.M. KOHN & COMPANY 141 - 2024-03-31 6,120 $491,000 2,556
   Private Advisor Group LLC 1570 - 2024-03-31 5,697 $457,000 1,081
   US BANCORP 1590 - 2024-03-31 5,284 $424,000 5,284
   Kestra Advisory Services LLC 1823 - 2024-03-31 4,759 $382,000 4,759
   RAYMOND JAMES & ASSOCIATES 3213 - 2024-03-31 4,582 $368,000 4,582
   MORGAN STANLEY 5464 - 2024-03-31 2,999 $241,000 157
   PRIVATE TRUST CO NA 665 - 2024-03-31 2,358 $189,000 1,187
   Bell Investment Advisors Inc 102 - 2024-03-31 2,313 $186,000 3
   GeoWealth Management LLC 769 - 2024-03-31 1,184 $95,000 1,184
   PROEQUITIES INC. 1482 - 2024-03-31 279 $22,000 279
  32 Records found
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