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Get Institutions for : 
Powershares S&p 500 Momentum Portfolio (SPMO)  
$81.48 0.16 (0.2%) as of 4:30 Thu 5/23


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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 : 
 $57.28  
Last Quarter's Ending Price : 
 $65.50  
Last Quarter's Average Price : 
 $60.46  
Change from last quarter's     
avg. price to the last closing  : 
21.02 (34.77%)  




 
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: 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  
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            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
   CLARK CAPITAL MANAGEMENT GROUP INC 15 *New 2024-03-31 1,654,564 $132,729,000 1,654,564
   LPL FINANCIAL CORP 443 - 2024-03-31 844,980 $67,784,000 409,784
   Trilogy Capital Inc. 7 - 2024-03-31 591,040 $47,413,000 -1,658
   Orion Portfolio Solutions LLC 29 *New 2024-03-31 573,576 $46,012,000 573,576
   Advisor Group Holdings Inc. 229 - 2024-03-31 475,857 $38,137,000 278,798
   Advance Capital Management Inc. 5 *New 2024-03-31 463,822 $37,208,000 463,822
   Family Investment Center Inc. 4 *New 2024-03-31 277,696 $22,277,000 277,696
   Fortis Group Advisors LLC 3 *New 2024-03-31 217,273 $17,430,000 217,273
   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
   Envestnet Portfolio Solutions Inc. 238 *New 2024-03-31 116,387 $9,337,000 116,387
   Cetera Investment Advisers 201 *New 2024-03-31 103,643 $8,314,000 103,643
   MML INVESTORS SERVICES LLC 511 *New 2024-03-31 88,530 $7,102,000 88,530
   FINANCIAL NETWORK 529 - 2024-03-31 79,917 $6,411,000 70,845
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1031 - 2024-03-31 74,884 $6,007,000 -25,249
   INVESCO LTD 2141 - 2024-03-31 65,652 $5,267,000 -8,323
   SigFig Wealth Management LLC 53 *New 2024-03-31 62,442 $5,009,000 62,442
   WIN ADVISORS INC 16 *New 2024-03-31 61,718 $4,951,000 61,718
   Synergy Financial Management LLC 33 *New 2024-03-31 56,981 $4,571,000 56,981
   JANE STREET GROUP LLC 1401 - 2024-03-31 54,620 $4,382,000 48,820
   Atria Wealth Solutions Inc. 373 *New 2024-03-31 54,417 $4,365,000 54,417
   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
   Centennial Wealth Advisory LLC 9 *New 2024-03-31 49,627 $3,981,000 49,627
   PRUDENTIAL FINANCIAL INC 1073 *New 2024-03-31 47,849 $3,838,000 47,849
   Professional Financial Advisors LLC 18 - 2024-03-31 47,100 $3,778,000 -1,632
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 910 - 2024-03-31 46,696 $3,746,000 29,613
   LINCOLN NATIONAL CORP 206 *New 2024-03-31 45,344 $3,638,000 45,344
   HIGHTOWER ADVISORS, LLC 1137 *New 2024-03-31 41,358 $3,329,000 41,358
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 27 *New 2024-03-31 41,313 $3,314,000 41,313
   Burt Wealth Advisors 23 - 2024-03-31 41,200 $3,305,000 0
   TAP Consulting LLC 45 *New 2024-03-31 34,404 $2,760,000 34,404
   MONEY CONCEPTS CAPITAL CORP 109 - 2024-03-31 33,464 $2,685,000 -11,678
   Lionsbridge Wealth Management LLC 21 *New 2024-03-31 31,730 $2,545,000 31,730
   Financial Advocates Investment Management 156 - 2024-03-31 31,712 $2,544,000 12,485
   STIFEL FINANCIAL CORP 1552 *New 2024-03-31 31,280 $2,509,000 31,280
   ROYAL BANK OF CANADA 2372 - 2024-03-31 31,064 $2,492,000 30,047
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 63 *New 2024-03-31 29,898 $2,398,000 29,898
   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
   Beacon Pointe Advisors LLC 498 - 2024-03-31 24,440 $1,961,000 0
   Fulcrum Equity Management 7 *New 2024-03-31 21,634 $1,735,000 21,634
   PARK AVENUE SECURITIES LLC 457 *New 2024-03-31 21,289 $1,708,000 21,289
   WESPAC ADVISORS, LLC 26 *New 2024-03-31 20,436 $1,639,000 20,436
   HANSON MCCLAIN, INC. 342 *New 2024-03-31 19,715 $1,582,000 19,715
   Coppell Advisory Solutions Corp. 80 *New 2024-03-31 19,712 $1,581,000 19,712
   COMMONWEALTH EQUITY SERVICES LLC. 1942 - 2024-03-31 18,720 $1,502,000 12,174
   GSA CAPITAL PARTNERS LLP 229 *New 2024-03-31 18,514 $1,485,000 18,514
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 23 *New 2024-03-31 18,046 $1,448,000 18,046
   Geneos Wealth Management Inc. 306 - 2024-03-31 17,073 $1,370,000 11,648
   Perigon Wealth Management LLC 334 - 2024-03-31 14,891 $1,195,000 -230
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2363 - 2024-03-31 14,411 $1,156,000 1,714
   Colonial River Wealth Management LLC 46 *New 2024-03-31 14,312 $1,148,000 14,312
   Pensionmark Financial Group LLC 125 *New 2024-03-31 14,167 $1,136,000 14,167
   Southland Equity Partners LLC 56 - 2024-03-31 13,551 $1,087,000 1,166
   Endowment Wealth Management Inc. 33 *New 2024-03-31 13,163 $1,056,000 13,163
   Sequent Planning LLC 47 - 2024-03-31 12,703 $1,019,000 0
   Concurrent Investment Advisors LLC 369 *New 2024-03-31 12,483 $1,001,000 12,483
   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
   ADVISORY SERVICES NETWORK, LLC 735 *New 2024-03-31 11,042 $886,000 11,042
   Global Retirement Partners LLC 392 - 2024-03-31 10,565 $848,000 -219
   AE Wealth Management LLC 705 *New 2024-03-31 9,596 $770,000 9,596
   Weaver Consulting Group 74 - 2024-03-31 9,348 $750,000 -27
   JANNEY MONTGOMERY SCOTT LLC 1778 *New 2024-03-31 8,010 $643,000 8,010
   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
   Insight Advisors LLC/ PA 131 - 2024-03-31 7,538 $605,000 -73
   Intelligence Driven Advisers LLC 55 - 2024-03-31 7,482 $600,000 0
   CoreCap Advisors LLC 345 - 2023-12-31 7,735 $507,000 -442
   Financial Partners Group Inc 103 *New 2024-03-31 6,294 $505,000 6,294
   New Century Financial Group LLC 96 *New 2024-03-31 6,209 $498,000 6,209
   L.M. KOHN & COMPANY 141 - 2024-03-31 6,120 $491,000 2,556
   Equitable Holdings Inc. 809 *New 2024-03-31 6,099 $489,000 6,099
   CREATIVE FINANCIAL DESIGNS INC /ADV 267 - 2024-03-31 6,033 $484,000 -9,531
   Atomi Financial Group Inc. 353 *New 2024-03-31 6,010 $482,000 6,010
   Private Advisor Group LLC 1570 - 2024-03-31 5,697 $457,000 1,081
   Goss Wealth Management LLC 1383 *New 2024-03-31 5,681 $456,000 5,681
   Csenge Advisory Group 460 *New 2024-03-31 5,578 $447,000 5,578
   PFG Advisors 428 *New 2024-03-31 5,477 $439,000 5,477
   MORNINGSTAR INVESTMENT SERVICES, INC. 251 *New 2024-03-31 5,343 $429,000 5,343
   US BANCORP 1590 - 2024-03-31 5,284 $424,000 5,284
   BCJ Capital Management LLC 249 *New 2024-03-31 5,245 $421,000 5,245
   BB&T CORP 2073 *New 2024-03-31 5,138 $412,000 5,138
   LAKE STREET ADVISORS GROUP LLC 376 *New 2024-03-31 5,050 $405,000 5,050
   Betterment LLC 286 - 2024-03-31 4,766 $382,000 -154
   Harvest Investment Services LLC 129 - 2024-03-31 4,759 $382,000 -15
   Kestra Advisory Services LLC 1823 - 2024-03-31 4,759 $382,000 4,759
   BlueChip Wealth Advisors LLC 84 *New 2024-03-31 4,597 $369,000 4,597
   RAYMOND JAMES & ASSOCIATES 3213 - 2024-03-31 4,582 $368,000 4,582
   HRT FINANCIAL LLC 1416 *New 2024-03-31 4,126 $330,000 4,126
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1367 *New 2024-03-31 4,000 $321,000 4,000
   CIBC WORLD MARKETS INC. 1028 *New 2024-03-31 3,956 $317,000 3,956
   Legacy Capital Group California Inc. 214 *New 2024-03-31 3,877 $311,000 3,877
   Virtue Capital Management LLC 307 *New 2024-03-31 3,498 $278,000 3,498
   Vigilare Wealth Management 76 *New 2024-03-31 3,456 $277,000 3,456
   Beacon Financial Advisory LLC 190 *New 2024-03-31 3,365 $270,000 3,365
   Trinity Wealth Management LLC 37 - 2024-03-31 3,364 $270,000 -411
   Strata Wealth Advisors LLC 67 *New 2024-03-31 3,095 $248,000 3,095
  100 Records found
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