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Get Institutions for : 
Oppenheimer Large Cap Rev ETF (RWL)  
$51.28 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 171    3
Total shares held : 
 18,618,566  
% of shares held : 
 87.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 2,189,978  
% of shares held change : 
   10.29%  
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 :
11
 95,848
 0.51%
 
Increased Positions :
79
 2,276,844
 12.23%
 
Unchanged Positions :
44
 104,992
 0.56%
 
Decreased Positions :
37
-105,559
-0.57%
 
Closed Positions :
14
-77,155
-0.41%
 
Guru Positions :
1
2,471
 0.01%
 
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
   LPL FINANCIAL CORP 150 - 2023-12-31 2,462,684 $210,165,000 736,676
   HANSON MCCLAIN, INC. - 2023-12-31 2,371,461 $202,380,000 4,269
   MORGAN STANLEY 770 - 2023-12-31 2,327,402 $198,621,000 22,843
   AMERIPRISE FINANCIAL INC 420 - 2023-12-31 1,607,206 $137,138,000 305,927
   BANK OF AMERICA CORP /DE/ 746 - 2023-12-31 1,467,596 $125,245,000 128,759
   Fusion Family Wealth LLC 2 - 2023-12-31 1,329,564 $113,465,000 -204
   UBS Group AG 711 - 2023-12-31 528,129 $45,071,000 87,418
   Advisor Group Holdings Inc. 242 - 2023-12-31 495,678 $42,305,000 87,645
   WELLS FARGO & CO/MN 785 - 2023-12-31 463,847 $39,585,000 75,957
   ERn Financial LLC 1 - 2024-03-31 372,764 $34,939,000 338
   Kozak & Associates Inc. 4 - 2023-12-31 341,701 $28,915,000 93,480
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 412 - 2023-12-31 286,360 $24,438,000 66,967
   COMMONWEALTH EQUITY SERVICES LLC. 396 - 2023-12-31 286,165 $24,421,000 32,106
   ENVESTNET ASSET MANAGEMENT INC 959 - 2023-12-31 269,228 $22,976,000 122,822
   Klingman & Associates LLC 21 - 2023-12-31 234,515 $20,014,000 23,845
   Stratos Wealth Partners LTD. 79 - 2024-03-31 159,281 $14,929,000 27,091
   DENVER WEALTH MANAGEMENT INC. 3 - 2024-03-31 137,856 $12,921,000 35,980
   STIFEL FINANCIAL CORP 680 - 2023-12-31 150,425 $12,837,000 126,850
   Cadent Capital Advisors LLC 5 *New 2024-03-31 119,002 $11,154,000 119,002
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 376 - 2023-12-31 130,513 $11,138,000 -2,040
   H D Vest Advisory Services 161 - 2023-12-31 120,188 $10,257,000 -591
   Private Advisor Group LLC 243 - 2023-12-31 119,181 $10,171,000 26,212
   THOROUGHBRED FINANCIAL SERVICES LLC 26 - 2023-12-31 115,454 $9,852,000 9,009
   Absolute Capital Management LLC 1 - 2023-12-31 109,998 $9,387,000 30,781
   Legacy Capital Wealth Partners LLC 6 - 2023-12-31 108,768 $9,282,000 -9,543
   MARINER WEALTH ADVISORS, LLC 497 - 2023-12-31 107,267 $9,154,000 26,492
   Equitable Holdings Inc. 151 - 2023-12-31 103,401 $8,824,000 8,791
   Atria Wealth Solutions Inc. 215 - 2023-12-31 89,569 $7,644,000 -3,815
   MML INVESTORS SERVICES LLC 458 - 2023-12-31 89,563 $7,643,000 -1,654
   HARBOUR INVESTMENTS INC. 57 - 2023-12-31 84,542 $7,215,000 6,964
   Aspire Capital Advisors LLC 11 - 2023-12-31 78,772 $6,722,000 5,445
   ROYAL BANK OF CANADA 1733 - 2023-12-31 75,382 $6,433,000 2,231
   Resonant Capital Advisors LLC 37 - 2023-12-31 74,227 $6,335,000 -427
   EverSource Wealth Advisors LLC 43 - 2023-12-31 71,731 $6,122,000 10,047
   RVW Wealth LLC 35 - 2024-03-31 64,442 $6,040,000 -3,562
   Wealth Management Partners LLC 8 - 2024-03-31 63,962 $5,995,000 -3,670
   J P MORGAN CHASE & CO 2379 - 2023-12-31 64,182 $5,477,000 9,473
   FINANCIAL NETWORK 540 - 2023-12-31 63,242 $5,397,000 6,192
   RAYMOND JAMES & ASSOCIATES 1505 - 2023-12-31 60,511 $5,164,000 7,404
   Prime Capital Investment Advisors LLC - 2023-12-31 60,456 $5,159,000 68
   Western Wealth Management LLC 52 - 2023-12-31 60,033 $5,123,000 1,483
   ANCORA ADVISORS, LLC 155 - 2023-12-31 59,485 $5,076,000 -303
   Global Retirement Partners LLC 107 - 2023-12-31 55,980 $4,737,000 42,746
   AE Wealth Management LLC 603 - 2023-12-31 54,887 $4,733,000 11,637
   MONECO Advisors LLC 22 - 2023-12-31 54,161 $4,622,000 2,458
   Kestra Advisory Services LLC 503 - 2023-12-31 50,941 $4,347,000 12,867
   TOMPKINS FINANCIAL CORP 52 - 2024-03-31 42,898 $4,021,000 -2,589
   Private Advisory Group LLC 44 *New 2023-12-31 44,545 $3,801,000 44,545
   Amplius Wealth Advisors LLC 37 - 2024-03-31 37,642 $3,528,000 -379
   Wealthcare Advisory Partners LLC 156 - 2024-03-31 36,312 $3,404,000 -7,375
   Merit Financial Group LLC 136 - 2023-12-31 39,141 $3,340,000 739
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 958 - 2023-12-31 35,476 $3,028,000 -6,981
   Kelman-Lazarov Inc. 29 - 2023-12-31 34,554 $2,949,000 -1,381
   Brookstone Capital Management 296 - 2024-03-31 31,405 $2,944,000 5,887
   AdvisorNet Financial Inc 95 - 2024-03-31 28,591 $2,680,000 1,076
   BUCKINGHAM ASSET MANAGEMENT, LLC 199 - 2023-12-31 31,369 $2,677,000 -2,243
   Perennial Investment Advisors LLC 52 - 2023-12-31 29,776 $2,541,000 -23,869
   Geneos Wealth Management Inc. - 2023-12-31 28,086 $2,397,000 6,351
   Consolidated Portfolio Review Corp 52 - 2023-12-31 26,674 $2,276,000 164
   Solano Wealth Management Inc. 12 - 2023-12-31 26,451 $2,257,000 176
   BB&T CORP 1186 - 2023-12-31 26,238 $2,239,000 -45
   GOLDMAN SACHS GROUP INC/ 3090 - 2023-12-31 25,000 $2,134,000 1,972
   Rodgers & Associates LTD 41 - 2023-12-31 24,254 $2,070,000 -497
   Integrated Wealth Concepts LLC 479 - 2023-12-31 23,334 $1,991,000 10,295
   LINCOLN NATIONAL CORP 295 - 2023-12-31 22,115 $1,887,000 564
   THRIVENT FINANCIAL FOR LUTHERANS 1394 - 2023-12-31 21,019 $1,794,000 142
   LEVEL FOUR ADVISORY SERVICES LLC 219 - 2023-12-31 20,649 $1,762,000 -7,591
   Financial Advocates Investment Management 198 - 2023-12-31 19,567 $1,670,000 207
   Kovack Advisors Inc. 106 - 2024-03-31 17,261 $1,618,000 -1,699
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 171 - 2023-12-31 17,824 $1,521,000 12,100
   ARBOR CAPITAL MANAGEMENT INC /ADV 41 - 2023-12-31 58,078 $1,490,000 -2,396
   IHT Wealth Management LLC 290 - 2023-12-31 17,262 $1,473,000 -40
   Goss Wealth Management LLC 799 - 2023-12-31 15,986 $1,366,000 -199
   PRUDENTIAL FINANCIAL INC 1661 - 2023-12-31 15,850 $1,353,000 8,623
   PROSPERA FINANCIAL SERVICES 397 - 2023-12-31 15,578 $1,329,000 849
   Steward Partners Investment Advisory LLC 642 - 2023-12-31 15,177 $1,295,000 1,754
   JANNEY MONTGOMERY SCOTT LLC 1320 - 2023-12-31 14,578 $1,244,000 2,120
   Dynamic Advisors Solutions LLC 406 - 2024-03-31 12,706 $1,191,000 -264
   Key Client Fiduciary Advisors LLC 37 - 2024-03-31 11,964 $1,121,000 3,032
   RENAISSANCE TECHNOLOGIES LLC 2360 *New 2023-12-31 12,600 $1,075,000 12,600
   NWAM LLC 221 - 2023-12-31 12,210 $1,042,000 1,348
   Rockefeller Capital Management L.P. 1131 - 2023-12-31 11,829 $1,010,000 -232
   COMERICA BANK 1541 - 2023-12-31 11,549 $986,000 21
   GREAT VALLEY ADVISOR GROUP INC. 352 - 2023-12-31 10,896 $930,000 -549
   Concurrent Investment Advisors LLC 351 - 2023-12-31 10,326 $881,000 0
   CORA CAPITAL ADVISORS LLC 41 - 2024-03-31 9,389 $880,000 0
   FIERA SCEPTRE INC. 377 - 2023-12-31 10,158 $867,000 0
   Cetera Investment Advisers 1212 - 2023-12-31 9,745 $832,000 6,237
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 69 *New 2023-09-30 10,107 $790,000 10,107
   MULTIFINANCIAL SECURITIES CORP 935 - 2023-12-31 8,283 $707,000 -989
   MONEY CONCEPTS CAPITAL CORP 233 - 2023-12-31 8,269 $706,000 -3,035
   Acorn Wealth Advisors LLC 55 - 2023-12-31 8,149 $695,000 -1,106
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3386 - 2023-12-31 7,714 $658,000 7,714
   BALDWIN BROTHERS INC/MA 125 - 2024-03-31 7,012 $657,000 0
   Marshall Financial Group LLC 120 - 2024-03-31 6,937 $650,000 14
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1141 - 2023-09-30 8,233 $643,000 -25
   COZAD ASSET MANAGEMENT INC 226 - 2023-12-31 7,300 $623,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1468 - 2024-03-31 6,370 $597,000 3,391
   Snowden Capital Advisors LLC 613 - 2023-12-31 6,959 $594,000 1,944
   Flaharty Asset Management LLC 66 - 2023-12-31 6,879 $587,000 11
  100 Records found
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