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Get Institutions for : 
Powershares S&P 500 High Q (SPHQ)  
$59.88 0.11 (0.18%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 421    9
Total shares held : 
 86,491,916  
% of shares held : 
 84.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   53  
Amount of shares held : 
 5,460,603  
% of shares held change : 
   5.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.09  
Last Quarter's Ending Price : 
 $54.08  
Last Quarter's Average Price : 
 $51.39  
Change from last quarter's     
avg. price to the last closing  : 
8.49 (16.52%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 948,219
 1.1%
 
Increased Positions :
169
 7,900,199
 9.13%
 
Unchanged Positions :
87
 2,027,976
 2.34%
 
Decreased Positions :
125
-2,292,609
-2.65%
 
Closed Positions :
31
-1,095,206
-1.27%
 
Guru Positions :
1
174,300
 0.2%
 
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
   First Command Advisory Services Inc. - 2024-03-31 13,745,877 $830,646,000 -83,080
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 14 - 2024-03-31 6,978,220 $421,624,000 1,183,904
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2024-03-31 6,615,038 $399,681,000 3,121,091
   LPL FINANCIAL CORP 100 - 2023-12-31 6,575,644 $355,611,000 1,022,692
   FIFTH THIRD BANCORP 19 - 2024-03-31 4,620,115 $279,147,000 4,594,722
   FMR LLC 699 - 2023-12-31 4,183,104 $226,222,000 82,460
   BANK OF AMERICA CORP /DE/ 590 - 2023-12-31 3,377,483 $182,654,000 312,167
   MORGAN STANLEY 929 - 2023-12-31 2,688,589 $145,399,000 444,371
   WELLS FARGO & CO/MN 407 - 2023-12-31 2,147,557 $116,140,000 601,790
   AMERIPRISE FINANCIAL INC 470 - 2023-12-31 2,113,833 $114,319,000 266,437
   BANK OF NEW YORK MELLON CORP 642 - 2024-03-31 1,699,704 $102,696,000 185,806
   SFMG, LLC 3 - 2023-12-31 1,692,304 $91,520,000 -3,350
   Advisor Group Holdings Inc. 140 - 2023-12-31 1,573,510 $85,097,000 -319,594
   ROYAL BANK OF CANADA 544 - 2023-12-31 1,436,976 $77,712,000 35,155
   PFS INVESTMENTS INC. 16 - 2023-06-30 1,404,852 $70,875,000 65,655
   UBS Group AG 548 - 2023-12-31 1,274,193 $68,908,000 659,657
   Connectus Wealth LLC 13 - 2023-12-31 1,267,460 $68,574,000 101,044
   CI Private Wealth LLC 180 - 2023-12-31 1,166,293 $63,073,000 -66,884
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 134 - 2023-12-31 1,152,215 $62,312,000 567,147
   PARAGON CAPITAL MANAGEMENT LTD 4 - 2024-03-31 956,520 $57,793,000 16,919
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 4 - 2024-03-31 935,811 $56,542,000 -13,794
   COMMONWEALTH EQUITY SERVICES LLC. 209 - 2024-03-31 913,192 $55,175,000 2,378
   PNC FINANCIAL SERVICES GROUP INC 243 - 2023-12-31 1,013,462 $54,808,000 -27,439
   Equitable Holdings Inc. 33 - 2023-12-31 1,013,440 $54,807,000 28,499
   MADISON ASSET MANAGEMENT LLC 42 - 2023-12-31 1,010,914 $54,670,000 -25,550
   Trilogy Capital Inc. 4 - 2024-03-31 839,188 $50,704,000 13,032
   First Command Bank 7 - 2023-06-30 994,977 $50,197,000 307,278
   First Command Financial Services Inc. 7 - 2023-06-30 994,977 $50,197,000 307,278
   EVENSKY & KATZ INC 10 - 2024-03-31 817,594 $49,399,000 -5,848
   CLS INVESTMENT FIRM LLC 17 - 2022-12-31 999,566 $43,981,000 59,470
   ENVESTNET ASSET MANAGEMENT INC 691 - 2023-12-31 759,832 $41,092,000 114,738
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 305 - 2024-03-31 668,030 $40,362,000 -272,791
   PRIVATE CAPITAL MANAGEMENT LLC 3 - 2024-03-31 552,950 $33,409,000 25,351
   STIFEL FINANCIAL CORP 368 - 2023-12-31 616,733 $33,353,000 144,031
   ALASKA PERMANENT CAPITAL MANAGEMENT 13 - 2024-03-31 498,135 $30,102,000 487,960
   Family Investment Center Inc. 1 *New 2024-03-31 471,390 $28,481,000 471,390
   RAYMOND JAMES & ASSOCIATES 627 - 2024-03-31 462,180 $27,925,000 198,824
   Milestone Investment Advisors LLC 1 - 2023-12-31 510,919 $27,631,000 29,298
   WCG Wealth Advisors LLC 8 - 2023-12-31 506,585 $27,396,000 -134,515
   Capital Planning Advisors LLC 4 - 2023-12-31 474,886 $25,682,000 31,336
   Orgel Wealth Management LLC 25 - 2024-03-31 378,205 $22,851,000 38,933
   Cetera Investment Advisers 108 - 2023-12-31 415,212 $22,455,000 58,340
   TWO SIGMA ADVISERS, LLC 320 - 2023-12-31 389,900 $21,086,000 227,300
   Schwallier Wealth Management LLC 1 - 2023-12-31 386,254 $20,889,000 0
   Ballast Inc. 3 - 2023-12-31 348,186 $18,830,000 7,853
   Davidson Capital Management Inc. 4 *New 2023-12-31 342,536 $18,524,000 342,536
   Stratos Wealth Partners LTD. 65 - 2024-03-31 298,289 $18,023,000 -113,530
   UNION SAVINGS BANK - 2024-03-31 282,538 $17,071,000 101,798
   Graves-Light Private Wealth Management Inc. 15 - 2023-12-31 287,090 $15,526,000 1,281
   TruWealth Advisors LLC 29 - 2024-03-31 250,686 $15,146,000 2,286
   TWO SIGMA INVESTMENTS LLC 465 - 2023-12-31 262,500 $14,196,000 60,700
   Lido Advisors LLC 107 - 2023-12-31 259,780 $14,025,000 -10,270
   MARINER WEALTH ADVISORS, LLC 381 - 2023-12-31 257,586 $13,930,000 79,702
   MML INVESTORS SERVICES LLC 297 - 2023-12-31 255,836 $13,836,000 26,571
   FINANCIAL NETWORK 268 - 2023-12-31 255,090 $13,795,000 215,192
   KWB Wealth 13 - 2024-03-31 211,799 $12,797,000 48,916
   EVERGREEN CAPITAL MANAGEMENT LLC 46 - 2023-12-31 230,654 $12,474,000 24,479
   Private Advisor Group LLC - 2024-03-31 200,795 $12,132,000 55,876
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 300 - 2023-12-31 223,553 $12,090,000 -3,217
   FOCUS FINANCIAL NETWORK INC /ADV 44 - 2023-12-31 222,019 $12,007,000 0
   Global Retirement Partners LLC 44 - 2024-03-31 196,143 $11,851,000 -35,476
   Financial Services Advisory Inc 10 - 2023-12-31 213,060 $11,522,000 -79,430
   MULTIFINANCIAL SECURITIES CORP 133 - 2023-12-31 212,453 $11,489,000 -22,729
   Focus Financial Network Inc. 36 - 2024-03-31 195,652 $11,348,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 414 - 2024-03-31 185,218 $11,191,000 58,680
   BB&T CORP 567 - 2023-12-31 206,890 $11,189,000 55,843
   COZAD ASSET MANAGEMENT INC 17 - 2023-12-31 206,658 $11,176,000 1,341
   AE Wealth Management LLC 373 - 2023-12-31 196,906 $11,033,000 186,727
   WEALTH MANAGEMENT RESOURCES INC. 11 - 2024-03-31 176,510 $10,665,000 22,960
   Financial Advocates Investment Management - 2024-03-31 175,500 $10,603,000 4,659
   LEGACY PRIVATE TRUST CO. 30 - 2024-03-31 173,178 $10,463,000 -16,800
   Snowden Capital Advisors LLC 45 - 2023-12-31 192,084 $10,388,000 -3,112
   Cedar Mountain Advisors LLC 11 - 2024-03-31 169,555 $10,245,000 1,319
   J P MORGAN CHASE & CO 2019 - 2023-12-31 186,980 $10,112,000 105,873
   Opes Wealth Management LLC 10 - 2024-03-31 165,412 $9,994,000 17,127
   APCM Wealth Management for Individuals 17 *New 2024-03-31 164,248 $9,924,000 164,248
   LEUCADIA NATIONAL CORP -- Notable Guru -- 117 - 2023-12-31 174,300 $9,426,000 41,326
   CREATIVE PLANNING 392 - 2023-12-31 173,930 $9,406,000 -25,209
   Jordan Park Group LLC 18 - 2023-12-31 170,250 $9,207,000 0
   Nikulski Financial Inc. 4 - 2024-03-31 151,745 $9,168,000 3,078
   Sage Mountain Advisors LLC 17 - 2024-03-31 149,085 $9,008,000 803
   Sound View Wealth Advisors Group LLC 23 - 2023-12-31 165,246 $8,937,000 7,115
   FLAGSHIP HARBOR ADVISORS LLC 34 - 2024-03-31 146,151 $8,830,000 -23,504
   Cresta Advisors Ltd. 7 - 2024-03-31 142,428 $8,606,000 9,451
   BerganKDV Wealth Management LLC 25 - 2023-06-30 168,893 $8,521,000 -2,723
   Hoese & Co LLP 3 - 2024-03-31 143,553 $8,391,000 4,202
   Cresset Asset Management LLC 241 - 2023-12-31 153,424 $8,297,000 28,384
   TSFG LLC 12 - 2024-03-31 137,099 $8,284,000 -61,379
   Atria Wealth Solutions Inc. 196 - 2023-12-31 152,872 $8,267,000 2,748
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 408 - 2023-09-30 161,300 $8,071,000 -39,969
   Orion Portfolio Solutions LLC 211 - 2023-12-31 146,853 $7,923,000 -883,846
   Chicago Wealth Management Inc. 10 - 2023-12-31 143,637 $7,768,000 42,615
   PRINCIPAL SECURITIES INC. 68 - 2023-12-31 143,192 $7,744,000 0
   Strategies Wealth Advisors LLC 14 - 2024-03-31 127,424 $7,699,000 -1,346
   HANSON MCCLAIN, INC. 144 - 2024-03-31 122,227 $7,385,000 -3,143
   FREEDOM WEALTH ALLIANCE LLC 2 - 2023-09-30 147,392 $7,375,000 2,446
   LIBERTY ONE INVESTMENT MANAGEMENT LLC - 2024-03-31 119,852 $7,241,000 6,221
   Symphony Financial Ltd. Co. 18 - 2024-03-31 119,314 $7,209,000 5,356
   DAGCO INC. 4 *New 2023-12-31 132,727 $7,178,000 132,727
   Dynamic Wealth Strategies LLC 4 - 2023-12-31 132,727 $7,178,000 0
  100 Records found
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