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Get Institutions for : 
Oppenheimer Small Cap Rev ETF (RWJ)  
$61.65 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 162    7
Total shares held : 
20,259,907  
% of shares held : 
57.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  30  
Amount of shares held : 
514,745  
% of shares held change : 
  1.47%  
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 :
16
 83,749
 0.41%
 
Increased Positions :
70
 1,410,028
 6.96%
 
Unchanged Positions :
29
 302,543
 1.49%
 
Decreased Positions :
47
-797,822
-3.94%
 
Closed Positions :
9
-181,210
-0.89%
 
Guru Positions :
1
5,888
 0.03%
 
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
   Wellington Wealth Strategies LLC. 1 - 2023-12-31 289,432 $11,991,000 0
   GOLDMAN SACHS GROUP INC/ 3009 - 2023-12-31 60,000 $2,486,000 0
   Klingman & Associates LLC 80 - 2024-03-31 29,108 $1,246,000 0
   S.A. Mason LLC 111 - 2024-03-31 8,455 $362,000 0
   BESSEMER GROUP INC 923 - 2023-12-31 8,478 $351,000 0
   FIERA SCEPTRE INC. 431 - 2024-03-31 7,851 $336,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 399 - 2024-03-31 5,850 $250,000 0
   PARK AVENUE SECURITIES LLC 1306 - 2024-03-31 4,931 $211,000 0
   Lindbrook Capital LLC 470 - 2024-03-31 3,000 $128,000 0
   BALDWIN BROTHERS INC/MA 281 - 2024-03-31 2,148 $92,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 1,948 $83,000 0
   HM PAYSON & CO 590 - 2023-12-31 1,254 $52,000 0
   TOMPKINS FINANCIAL CORP 366 - 2024-03-31 999 $43,000 0
   First Command Advisory Services Inc. - 2024-03-31 813 $35,000 0
   WETZEL INVESTMENT ADVISORS INC. 297 - 2024-03-31 810 $32,000 0
   PROEQUITIES INC. - 2024-03-31 559 $24,000 0
   OGOREK ANTHONY JOSEPH /NY/ /ADV 181 - 2024-03-31 414 $17,000 0
   Qube Research & Technologies Ltd 3104 - 2023-12-31 386 $16,000 0
   Nordwand Advisors LLC 96 - 2023-12-31 351 $15,000 0
   IAG Wealth Partners LLC 272 - 2024-03-31 345 $15,000 0
   Salomon & Ludwin LLC - 2024-03-31 300 $13,000 0
   Glass Jacobson Investment Advisors llc 551 - 2024-03-31 225 $10,000 0
   CVA Family Office LLC 820 - 2024-03-31 124 $5,000 0
   Laurel Wealth Advisors LLC 470 - 2023-12-31 90 $4,000 0
   PNC FINANCIAL SERVICES GROUP INC 3928 - 2023-12-31 87 $4,000 0
   Investors Research Corp 898 - 2023-12-31 78 $3,000 0

  26 Records found
  1    
  Page 1 of 1
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