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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
   HANSON MCCLAIN, INC. 12 - 2024-03-31 2,325,189 $217,940,000 -46,272
   Fusion Family Wealth LLC 2 - 2023-12-31 1,329,564 $113,465,000 -204
   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
   Absolute Capital Management LLC - 2024-03-31 105,656 $9,903,000 -4,342
   Legacy Capital Wealth Partners LLC 6 - 2023-12-31 108,768 $9,282,000 -9,543
   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
   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
   ANCORA ADVISORS, LLC 155 - 2023-12-31 59,485 $5,076,000 -303
   TOMPKINS FINANCIAL CORP 52 - 2024-03-31 42,898 $4,021,000 -2,589
   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
   Kelman-Lazarov Inc. 29 - 2023-12-31 34,554 $2,949,000 -1,381
   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
   BB&T CORP 1186 - 2023-12-31 26,238 $2,239,000 -45
   Rodgers & Associates LTD 41 - 2023-12-31 24,254 $2,070,000 -497
   Financial Advocates Investment Management - 2024-03-31 19,459 $1,824,000 -108
   LEVEL FOUR ADVISORY SERVICES LLC 219 - 2023-12-31 20,649 $1,762,000 -7,591
   Kovack Advisors Inc. 106 - 2024-03-31 17,261 $1,618,000 -1,699
   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
   Dynamic Advisors Solutions LLC 406 - 2024-03-31 12,706 $1,191,000 -264
   Rockefeller Capital Management L.P. 1131 - 2023-12-31 11,829 $1,010,000 -232
   GREAT VALLEY ADVISOR GROUP INC. 352 - 2023-12-31 10,896 $930,000 -549
   MONEY CONCEPTS CAPITAL CORP 245 - 2024-03-31 7,553 $708,000 -716
   MULTIFINANCIAL SECURITIES CORP 935 - 2023-12-31 8,283 $707,000 -989
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1141 - 2023-09-30 8,233 $643,000 -25
   Kalos Management Inc. 26 - 2023-06-30 5,978 $478,000 -23
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 3,673 $344,000 -140
   E&G Advisors LP 143 - 2024-03-31 3,650 $342,000 -150
   Fifth Third Securities Inc. 217 - 2024-03-31 3,338 $313,000 -160
   Diligent Investors LLC 249 - 2023-12-31 3,246 $277,000 -84
   HARBOR INVESTMENT ADVISORY LLC 489 - 2024-03-31 844 $79,000 -6
   Qube Research & Technologies Ltd 2791 - 2023-12-31 864 $74,000 -962
   US BANCORP 2714 - 2023-12-31 500 $43,000 -16
  39 Records found
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