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Get Institutions for : 
Oppenheimer Mid Cap Revenue ETF (RWK)  
$57.15 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 102    8
Total shares held : 
 3,792,226  
% of shares held : 
 42.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   18  
Amount of shares held : 
 250,208  
% of shares held change : 
   2.78%  
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 :
15
 97,059
 2.56%
 
Increased Positions :
37
 415,690
 10.96%
 
Unchanged Positions :
23
 63,849
 1.68%
 
Decreased Positions :
27
-165,148
-4.35%
 
Closed Positions :
7
-97,393
-2.57%
 
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
   Fusion Family Wealth LLC 9 - 2023-12-31 451,546 $47,426,000 -6,034
   RVW Wealth LLC 17 - 2024-03-31 168,454 $19,389,000 -4,610
   BANK OF AMERICA CORP /DE/ 1878 - 2023-12-31 170,996 $17,960,000 -10,578
   Systelligence LLC 2 - 2024-03-31 143,214 $16,484,000 -628
   Advisor Group Holdings Inc. 789 - 2023-12-31 98,228 $10,317,000 -69,938
   RAYMOND JAMES & ASSOCIATES 1181 - 2024-03-31 83,001 $9,553,000 -2,060
   ROYAL BANK OF CANADA 1640 - 2023-12-31 70,630 $7,418,000 -13,653
   Fermata Advisors LLC 25 - 2024-03-31 43,972 $5,061,000 -16,447
   Aveo Capital Partners LLC 70 - 2023-12-31 34,158 $3,588,000 -1,285
   GHP INVESTMENT ADVISORS INC 189 - 2024-03-31 27,690 $3,187,000 -469
   Investors Research Corp 23 - 2023-12-31 28,097 $2,951,000 -219
   MML INVESTORS SERVICES LLC 1014 - 2023-12-31 18,231 $1,915,000 -3,795
   ENVESTNET ASSET MANAGEMENT INC 2623 - 2023-12-31 14,501 $1,523,000 -2,693
   ATRIA INVESTMENTS LLC 808 - 2023-12-31 11,529 $1,211,000 -172
   Goss Wealth Management LLC 886 - 2023-12-31 10,367 $1,071,000 -157
   FOUNDERS FINANCIAL SECURITIES LLC 162 - 2024-03-31 8,776 $1,010,000 -620
   Marshall Financial Group LLC 112 - 2024-03-31 7,499 $863,000 -7
   MULTIFINANCIAL SECURITIES CORP 1040 - 2023-12-31 5,541 $582,000 -2,587
   JANNEY MONTGOMERY SCOTT LLC 1894 - 2024-03-31 4,899 $564,000 -5
   Geneos Wealth Management Inc. - 2024-03-31 4,678 $538,000 -59
   Dynamic Advisors Solutions LLC 647 - 2024-03-31 3,607 $415,000 -145
   Equitable Holdings Inc. 846 - 2023-12-31 3,730 $392,000 -46
   COMERICA BANK 2046 - 2023-12-31 3,220 $338,000 -655
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4579 - 2023-12-31 2,481 $261,000 -6,382
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 597 - 2024-03-31 1,767 $203,000 -3,295
   AMERIVEST INVESTMENT MANAGEMENT LLC 169 - 2023-06-30 2,025 $195,000 -494
   US BANCORP 2149 - 2023-12-31 1,414 $149,000 -26
   Global Retirement Partners LLC 1093 - 2024-03-31 836 $96,000 -19
   FMR LLC 3545 - 2023-12-31 323 $34,000 -18
   Spire Wealth Management 1391 - 2024-03-31 262 $30,000 -17
   Richardson Capital Management LLC 136 - 2024-03-31 17 $2,000 -15
   Activest Wealth Management 393 - 2024-03-31 0 $0 -96
  32 Records found
  1    
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