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Get Institutions for : 
Powershares S&p Smallcap Quality Portfolio (XSHQ)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    6
Total shares held : 
 1,786,473  
% of shares held : 
 19.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 728,585  
% of shares held change : 
   8.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 488,983
 27.37%
 
Increased Positions :
13
 317,979
 17.8%
 
Unchanged Positions :
10
 290,114
 16.24%
 
Decreased Positions :
5
-35,248
-1.97%
 
Closed Positions :
3
-43,129
-2.41%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 728 - 2024-03-31 779,043 $32,081,000 156,989
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 165 - 2024-03-31 279,734 $11,519,000 13,794
   MORGAN STANLEY 3513 - 2024-03-31 179,745 $7,402,000 179,744
   Schwallier Wealth Management LLC 8 - 2024-03-31 153,767 $6,332,000 18,047
   Breakwater Capital Group 14 - 2024-03-31 138,446 $5,701,000 15,382
   Foundry Financial Group Inc. 12 - 2024-03-31 132,319 $5,449,000 9,699
   COMMONWEALTH EQUITY SERVICES LLC. 1192 - 2024-03-31 115,649 $4,762,000 15,345
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1700 - 2024-03-31 42,111 $1,734,000 33,706
   Advisor Group Holdings Inc. 2106 - 2024-03-31 30,383 $1,251,000 11,957
   DHJJ Financial Advisors Ltd. 37 - 2024-03-31 29,484 $1,214,000 17,367
   BEACON FINANCIAL PLANNING INC 15 - 2024-03-31 28,901 $1,190,000 20,305
   BANK OF AMERICA CORP /DE/ 3937 - 2024-03-31 28,472 $1,172,000 5,476
   Cetera Investment Advisers 2069 - 2024-03-31 23,753 $978,000 12,893
   Atria Wealth Solutions Inc. 937 - 2024-03-31 22,618 $931,000 1,290
   GHP INVESTMENT ADVISORS INC 288 - 2024-03-31 17,213 $709,000 36
   Fox Financial Inc 10 - 2024-03-31 13,268 $546,000 30
   TD CAPITAL MANAGEMENT LLC 149 - 2024-03-31 2,481 $102,000 1,176
   Northwest Financial Advisors 186 - 2024-03-31 2,381 $98,000 872
   PRIVATE TRUST CO NA 982 - 2024-03-31 1,759 $72,000 1,059
  19 Records found
  1    
  Page 1 of 1
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