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Get Institutions for : 
Powershares S&P 500 High Q (SPHQ)  
$61.36 0.08 (0.13%) as of 4:30 Thu 5/23


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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  : 
9.97 (19.4%)  




 
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
   FMR LLC 712 - 2024-03-31 4,152,357 $250,885,000 -30,747
   SFMG, LLC 3 - 2024-03-31 1,667,650 $100,759,000 -24,654
   PNC FINANCIAL SERVICES GROUP INC 241 - 2024-03-31 976,131 $58,978,000 -37,331
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 4 - 2024-03-31 935,811 $56,542,000 -13,794
   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
   CI Private Wealth LLC 229 - 2024-03-31 780,385 $47,151,000 -385,908
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 305 - 2024-03-31 668,030 $40,362,000 -272,791
   STIFEL FINANCIAL CORP 391 - 2024-03-31 537,239 $32,460,000 -79,494
   Capital Planning Advisors LLC 5 - 2024-03-31 466,690 $28,197,000 -8,196
   WCG Wealth Advisors LLC 8 - 2024-03-31 420,787 $25,424,000 -85,798
   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
   Stratos Wealth Partners LTD. 65 - 2024-03-31 298,289 $18,023,000 -113,530
   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
   MARINER WEALTH ADVISORS, LLC 435 - 2024-03-31 213,476 $12,898,000 -44,110
   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
   Global Retirement Partners LLC 44 - 2024-03-31 196,143 $11,851,000 -35,476
   TWO SIGMA ADVISERS, LLC 493 - 2024-03-31 189,800 $11,468,000 -200,100
   LEGACY PRIVATE TRUST CO. 30 - 2024-03-31 173,178 $10,463,000 -16,800
   AE Wealth Management LLC 213 - 2024-03-31 166,417 $10,055,000 -30,489
   Sound View Wealth Advisors Group LLC 25 - 2024-03-31 158,285 $9,564,000 -6,961
   FLAGSHIP HARBOR ADVISORS LLC 34 - 2024-03-31 146,151 $8,830,000 -23,504
   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
   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
   HANSON MCCLAIN, INC. 144 - 2024-03-31 122,227 $7,385,000 -3,143
   TD Waterhouse Canada Inc. 217 - 2024-03-31 90,259 $7,099,000 -4,610
   IAG Wealth Partners LLC 19 - 2024-03-31 112,693 $6,809,000 -3,245
   CITADEL ADVISORS LLC 1621 - 2024-03-31 90,740 $5,483,000 -30,531
   INVESCO LTD 2131 - 2024-03-31 88,443 $5,344,000 -1,024
   Performa Ltd (US) LLC 9 - 2024-03-31 88,219 $5,330,000 -31,998
   Orion Portfolio Solutions LLC 309 - 2024-03-31 85,368 $5,158,000 -61,485
   Jackson Wealth Management LLC 31 - 2023-12-31 94,942 $5,134,000 -1,943
   Consolidated Planning Corp 39 - 2024-03-31 82,006 $4,955,000 -2,037
   Verum Partners LLC 13 - 2024-03-31 81,255 $4,909,000 -27,491
   MONTAG A & ASSOCIATES INC 106 - 2024-03-31 70,753 $4,275,000 -153
   Merit Financial Group LLC 158 - 2024-03-31 72,237 $4,259,000 -2,701
   PARK AVENUE SECURITIES LLC 235 - 2024-03-31 66,352 $4,009,000 -48,709
   Connectus Wealth LLC 139 - 2024-03-31 57,098 $3,450,000 -1,210,362
   Western Wealth Management LLC 78 - 2024-03-31 54,393 $3,286,000 -303
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 64 - 2024-03-31 47,108 $2,845,000 -1,801
   RENAISSANCE TECHNOLOGIES LLC 1839 - 2024-03-31 43,500 $2,628,000 -40,400
   Alpha Cubed Investments LLC 80 - 2024-03-31 43,220 $2,611,000 -8,016
   PRIVATE TRUST CO NA 74 - 2024-03-31 41,817 $2,527,000 -290
   RVW Wealth LLC 46 - 2024-03-31 40,042 $2,419,000 -1,931
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 463 - 2024-03-31 38,940 $2,353,000 -184,613
   Riggs Asset Managment Co. Inc. 48 - 2024-03-31 38,851 $2,347,000 -527
   ERn Financial LLC 56 - 2024-03-31 38,354 $2,317,000 -231
   Goss Wealth Management LLC 635 - 2024-03-31 37,626 $2,273,000 -3,752
   Holistic Planning LLC 18 - 2024-03-31 32,300 $1,952,000 -3,406
   GHP INVESTMENT ADVISORS INC 229 - 2024-03-31 32,230 $1,947,000 -1,246
   MONEY CONCEPTS CAPITAL CORP 149 - 2024-03-31 31,658 $1,913,000 -1,895
   Stonehearth Capital Management LLC 22 - 2024-03-31 27,128 $1,639,000 -850
   Intelligence Driven Advisers LLC 29 - 2024-03-31 26,861 $1,623,000 -304
   HHM Wealth Advisors LLC 35 - 2024-03-31 25,851 $1,562,000 -2,565
   Wealthcare Advisory Partners LLC 277 - 2024-03-31 25,788 $1,558,000 -761
   Ahrens Investment Partners LLC 31 - 2023-03-31 32,758 $1,550,000 -2,418
   Coombe Bender & Co LLC 31 - 2024-03-31 25,411 $1,535,000 -1,720
   SAXON INTERESTS INC. 37 - 2024-03-31 25,029 $1,512,000 -1
   HM PAYSON & CO 171 - 2023-12-31 27,279 $1,475,000 -7,930
   Silicon Valley Capital Partners 40 - 2024-03-31 24,322 $1,470,000 -15,198
   Weaver Consulting Group 45 - 2024-03-31 24,124 $1,458,000 -1,706
   MCKINLEY CARTER WEALTH SERVICES, INC. 137 - 2024-03-31 24,017 $1,451,000 -2,507
   Geneos Wealth Management Inc. 296 - 2024-03-31 23,686 $1,431,000 -5,491
   Kingsview Wealth Management LLC 419 - 2024-03-31 22,641 $1,368,000 -1,416
   Householder Group Estate & Retirement Specialist L 49 - 2024-03-31 22,209 $1,342,000 -107
   SlateStone Wealth LLC 125 - 2024-03-31 22,184 $1,340,000 -649
   JANE STREET GROUP LLC 2740 - 2024-03-31 21,848 $1,320,000 -4,907
   PARSONS CAPITAL MANAGEMENT INC/RI 210 - 2024-03-31 20,137 $1,217,000 -2,407
   Qube Research & Technologies Ltd 1745 - 2024-03-31 19,376 $1,171,000 -47,838
   Kovack Advisors Inc. 135 - 2024-03-31 19,229 $1,162,000 -420
   SageView Advisory Group LLC 179 - 2024-03-31 6,823 $1,156,000 -7,737
   Steel Peak Wealth Management LLC 200 - 2024-03-31 18,203 $1,100,000 -6,814
   HF Advisory Group LLC 61 - 2024-03-31 18,130 $1,095,000 -83
   Eagle Strategies LLC 93 - 2024-03-31 17,971 $1,086,000 -129,183
   Streettalk Advisors LLC 157 - 2024-03-31 16,467 $995,000 -2,121
   BCGM Wealth Management LLC 64 - 2024-03-31 16,303 $985,000 -303
   Lionsbridge Wealth Management LLC 40 - 2024-03-31 15,614 $943,000 -212
   AXXCESS WEALTH MANAGEMENT LLC 397 - 2024-03-31 14,805 $895,000 -395
   Capital Asset Advisory Services LLC 142 - 2024-03-31 14,805 $887,000 -395
   Crescent Grove Advisors LLC 127 - 2024-03-31 14,130 $854,000 -165
   Birchcreek Wealth Management LLC 59 - 2024-03-31 13,435 $812,000 -397
   Fragasso Group Inc. 133 - 2024-03-31 13,310 $804,000 -145
   Perennial Investment Advisors LLC 142 - 2024-03-31 12,969 $784,000 -447
   MERCER GLOBAL ADVISORS INC /ADV 1088 - 2024-03-31 12,018 $726,000 -781
   MATHER GROUP, INC. 272 - 2024-03-31 12,924 $699,000 -71
   Envestnet Portfolio Solutions Inc. 986 - 2024-03-31 11,427 $690,000 -463
   ADVISORY SERVICES NETWORK, LLC 858 - 2024-03-31 10,519 $636,000 -180
   Strategic Investment Advisors / MI 152 - 2024-03-31 10,483 $633,000 -206
   Collaborative Wealth Managment Inc. 71 - 2024-03-31 10,389 $628,000 -768
   PRUDENTIAL FINANCIAL INC 2082 - 2024-03-31 10,241 $619,000 -11,695
   LEAVELL T & ASSOCIATES INC 320 - 2024-03-31 10,165 $614,000 -313
   Atlantic Trust Group LLC 779 - 2024-03-31 10,156 $613,000 -5
  100 Records found
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