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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
   Jordan Park Group LLC 17 - 2024-03-31 170,250 $10,287,000 0
   STATE BANK & TRUST 81 - 2024-03-31 22,467 $1,357,000 0
   Holt Capital Advisors L.L.C. dba Holt Capital Part 81 - 2024-03-31 18,810 $1,137,000 0
   WHITTIER TRUST CO OF NEVADA INC 268 - 2024-03-31 18,749 $1,133,000 0
   Legacy Advisors LLC 144 - 2024-03-31 15,000 $906,000 0
   WHITTIER TRUST CO 383 - 2024-03-31 14,200 $858,000 0
   ARTHUR M. COHEN & ASSOCIATES LLC 63 - 2024-03-31 14,090 $851,000 0
   Running Point Capital Advisors LLC 46 - 2024-03-31 12,736 $770,000 0
   IEQ CAPITAL LLC 521 - 2024-03-31 12,400 $749,000 0
   CarsonAllaria Wealth Management Ltd. 29 - 2024-03-31 11,923 $720,000 0
   Paradigm Financial Partners LLC 138 - 2024-03-31 11,000 $665,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 425 - 2024-03-31 10,720 $580,000 0
   Glenview Trust Co 337 - 2024-03-31 8,863 $536,000 0
   FREESTONE CAPITAL HOLDINGS, LLC 297 - 2024-03-31 8,334 $504,000 0
   WSFS CAPITAL MANAGEMENT LLC 289 - 2024-03-31 7,808 $472,000 0
   HBW Advisory Services LLC 185 - 2024-03-31 8,437 $456,000 0
   WealthBridge Capital Management LLC 107 - 2024-03-31 7,380 $446,000 0
   FINANCIAL COUNSELORS INC 446 - 2024-03-31 6,595 $398,000 0
   CFO4Life Group LLC 134 - 2024-03-31 6,152 $372,000 0
   PINNACLE ASSOCIATES LTD 648 - 2024-03-31 6,067 $367,000 0
   Biltmore Family Office LLC 147 - 2024-03-31 5,500 $332,000 0
   LBMC INVESTMENT ADVISORS, LLC 127 - 2024-03-31 5,273 $319,000 0
   BSC PRIVATE WEALTH MANAGEMENT LLC 126 - 2024-03-31 5,248 $317,000 0
   Bank of Marin 98 - 2024-03-31 5,151 $311,000 0
   VESTOR CAPITAL CORP 115 - 2024-03-31 4,988 $301,000 0
   Levy Wealth Management Group LLC 80 - 2024-03-31 5,510 $298,000 0
   Next Capital Management LLC 111 - 2024-03-31 4,596 $278,000 0
   NVWM LLC 181 - 2024-03-31 4,563 $276,000 0
   Lakeridge Wealth Management LLC 107 - 2024-03-31 4,456 $269,000 0
   Windsor Group LTD 131 - 2023-09-30 5,250 $263,000 0
   Vectors Research Management LLC 120 - 2024-03-31 4,312 $261,000 0
   AMG NATIONAL TRUST BANK 389 - 2024-03-31 4,300 $260,000 0
   PATHSTONE FAMILY OFFICE, LLC 1399 - 2023-09-30 4,874 $244,000 0
   Clarius Group LLC 404 - 2024-03-31 4,003 $242,000 0
   Armbruster Capital Management Inc. 101 - 2024-03-31 4,000 $242,000 0
   CULLEN FROST BANKERS INC 456 - 2024-03-31 3,800 $230,000 0
   BROWN ADVISORY HOLDINGS INC 1151 - 2024-03-31 3,806 $230,000 0
   Northwest Capital Management Inc 121 - 2024-03-31 3,407 $206,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 158 - 2024-03-31 3,209 $194,000 0
   NBC SECURITIES INC. 796 - 2024-03-31 2,850 $172,000 0
   PARKSIDE FINANCIAL BANK & TRUST 392 - 2024-03-31 2,687 $162,000 0
   UMB BANK N A/MO 613 - 2024-03-31 2,643 $160,000 0
   FRANKLIN RESOURCES INC 2519 - 2024-03-31 2,500 $151,000 0
   Solstein Capital LLC 114 - 2024-03-31 2,005 $121,000 0
   Tortoise Investment Management LLC 273 - 2024-03-31 2,000 $121,000 0
   AdvisorNet Financial Inc 605 - 2024-03-31 1,839 $111,000 0
   Aspire Wealth Management Corp 119 - 2024-03-31 1,802 $109,000 0
   Partnership Wealth Management LLC 120 - 2024-03-31 1,590 $96,000 0
   VALLEY NATIONAL ADVISERS INC 332 - 2024-03-31 1,403 $84,000 0
   CVA Family Office LLC 416 - 2024-03-31 1,200 $73,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 516 - 2024-03-31 1,161 $70,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1650 - 2024-03-31 988 $60,000 0
   Halpern Financial Inc. 87 - 2024-03-31 988 $59,000 0
   DHJJ Financial Advisors Ltd. 276 - 2024-03-31 728 $44,000 0
   Center for Financial Planning Inc. 278 - 2024-03-31 597 $36,000 0
   Sunbelt Securities Inc. 955 - 2024-03-31 539 $33,000 0
   Glassman Wealth Services 133 - 2024-03-31 510 $31,000 0
   FSC Wealth Advisors LLC 138 - 2024-03-31 451 $27,000 0
   Rocky Mountain Advisers LLC 151 - 2024-03-31 450 $27,000 0
   WASHINGTON TRUST CO 540 - 2024-03-31 406 $25,000 0
   Global Trust Asset Management LLC 301 - 2024-03-31 404 $24,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1492 - 2024-03-31 369 $22,000 0
   PIN OAK INVESTMENT ADVISORS INC 257 - 2024-03-31 350 $21,000 0
   FTB Advisors Inc. 1371 - 2024-03-31 305 $18,000 0
   VitalStone Financial LLC 237 - 2024-03-31 292 $18,000 0
   Pacific Center for Financial Services 249 - 2023-12-31 282 $15,000 0
   SALEM INVESTMENT COUNSELORS INC 780 - 2024-03-31 215 $13,000 0
   Providence Capital Advisors LLC 231 - 2024-03-31 220 $13,000 0
   GLENMEDE TRUST CO NA 1321 - 2024-03-31 183 $11,000 0
   EverSource Wealth Advisors LLC 1546 - 2024-03-31 188 $10,000 0
   City State Bank 516 - 2024-03-31 111 $7,000 0
   Crewe Advisors LLC 722 - 2024-03-31 90 $5,000 0
   ARMSTRONG ADVISORY GROUP INC 669 - 2024-03-31 71 $4,000 0
   Versant Capital Management Inc 1304 - 2024-03-31 32 $2,000 0
   AYRSHIRE ASSOCIATES INC 534 - 2024-03-31 40 $2,000 0
   Newbridge Financial Services Group Inc. 1013 - 2024-03-31 34 $2,000 0
   TOTH FINANCIAL ADVISORY CORP 630 - 2024-03-31 40 $2,000 0
   Beacon Capital Management LLC 945 - 2024-03-31 22 $1,000 0
  78 Records found
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