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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  
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            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
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 240 - 2024-03-31 559,357 $52,429,000 272,997
   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
   COMMONWEALTH EQUITY SERVICES LLC. 389 - 2024-03-31 298,170 $27,948,000 12,005
   Klingman & Associates LLC 18 - 2024-03-31 246,225 $23,079,000 11,710
   ENVESTNET ASSET MANAGEMENT INC 959 - 2023-12-31 269,228 $22,976,000 122,822
   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
   Private Advisor Group LLC - 2024-03-31 125,539 $11,767,000 6,358
   THOROUGHBRED FINANCIAL SERVICES LLC 26 - 2023-12-31 115,454 $9,852,000 9,009
   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
   Global Retirement Partners LLC 75 - 2024-03-31 81,746 $7,662,000 25,766
   RAYMOND JAMES & ASSOCIATES 1325 - 2024-03-31 78,793 $7,385,000 18,282
   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
   EverSource Wealth Advisors LLC 43 - 2023-12-31 71,731 $6,122,000 10,047
   MONECO Advisors LLC 21 - 2024-03-31 61,898 $5,802,000 7,737
   Western Wealth Management LLC 46 - 2024-03-31 60,995 $5,717,000 962
   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
   Prime Capital Investment Advisors LLC - 2023-12-31 60,456 $5,159,000 68
   AE Wealth Management LLC 603 - 2023-12-31 54,887 $4,733,000 11,637
   Kestra Advisory Services LLC 503 - 2023-12-31 50,941 $4,347,000 12,867
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 931 - 2024-03-31 38,241 $3,584,000 2,765
   Merit Financial Group LLC 136 - 2023-12-31 39,141 $3,340,000 739
   Brookstone Capital Management 296 - 2024-03-31 31,405 $2,944,000 5,887
   Geneos Wealth Management Inc. - 2024-03-31 28,752 $2,695,000 666
   AdvisorNet Financial Inc 95 - 2024-03-31 28,591 $2,680,000 1,076
   Consolidated Portfolio Review Corp 43 - 2024-03-31 26,921 $2,523,000 247
   Solano Wealth Management Inc. 12 - 2023-12-31 26,451 $2,257,000 176
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 129 - 2024-03-31 23,721 $2,223,000 5,897
   LINCOLN NATIONAL CORP - 2024-03-31 22,835 $2,140,000 720
   GOLDMAN SACHS GROUP INC/ 3090 - 2023-12-31 25,000 $2,134,000 1,972
   Integrated Wealth Concepts LLC 479 - 2023-12-31 23,334 $1,991,000 10,295
   THRIVENT FINANCIAL FOR LUTHERANS 1394 - 2023-12-31 21,019 $1,794,000 142
   JANNEY MONTGOMERY SCOTT LLC 1219 - 2024-03-31 18,272 $1,713,000 3,694
   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
   Key Client Fiduciary Advisors LLC 37 - 2024-03-31 11,964 $1,121,000 3,032
   Sigma Planning Corp - 2024-03-31 11,633 $1,090,000 6,532
   NWAM LLC 221 - 2023-12-31 12,210 $1,042,000 1,348
   COMERICA BANK 1541 - 2023-12-31 11,549 $986,000 21
   Cetera Investment Advisers 1212 - 2023-12-31 9,745 $832,000 6,237
   Acorn Wealth Advisors LLC 54 - 2024-03-31 8,504 $797,000 355
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3386 - 2023-12-31 7,714 $658,000 7,714
   Marshall Financial Group LLC 120 - 2024-03-31 6,937 $650,000 14
   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
   HIGHTOWER ADVISORS, LLC 2227 - 2023-12-31 6,164 $526,000 2,307
   GSA CAPITAL PARTNERS LLP 881 - 2024-03-31 5,340 $501,000 178
   CREATIVE PLANNING 1720 - 2023-12-31 5,732 $489,000 2,154
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 4,809 $451,000 7
   Redwood Financial Network Corp - 2024-03-31 4,336 $406,000 141
   MERCER GLOBAL ADVISORS INC /ADV 1444 - 2023-12-31 4,717 $403,000 603
   SUMMIT INVESTMENT ADVISORS INC 941 - 2023-12-31 4,031 $344,000 150
   PRIVATE TRUST CO NA 555 - 2024-03-31 2,785 $261,000 456
   Jacobi Capital Management LLC 399 - 2023-12-31 3,006 $257,000 11
   MONTAG A & ASSOCIATES INC 376 - 2023-12-31 2,876 $245,000 13
   Cedar Brook Financial Partners LLC 369 - 2024-03-31 2,573 $241,000 187
   Hilltop Partners LLC 89 - 2023-12-31 2,799 $239,000 10
   FMR LLC 2757 - 2023-12-31 2,754 $235,000 218
   Laurel Wealth Advisors Inc. 588 - 2022-12-31 3,120 $231,000 28
   Wealth Alliance 470 - 2023-12-31 2,500 $213,000 2,500
   CWM LLC 1587 - 2024-03-31 1,770 $166,000 128
   Pflug Koory LLC 172 - 2024-03-31 1,550 $145,000 2
   Raleigh Capital Management Inc. 241 - 2023-12-31 890 $76,000 4
   Glass Jacobson Investment Advisors llc 320 - 2024-03-31 697 $65,000 622
   Tyler-Stone Wealth Management 386 - 2023-12-31 473 $40,000 278
  80 Records found
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