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Get Institutions for : 
Powershares S&P 500 High Q (SPHQ)  
$60.12 0.24 (0.4%) as of 4:30 Fri 5/10


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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  : 
8.73 (16.99%)  




 
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
   Family Investment Center Inc. 1 *New 2024-03-31 471,390 $28,481,000 471,390
   Davidson Capital Management Inc. 4 *New 2023-12-31 342,536 $18,524,000 342,536
   APCM Wealth Management for Individuals 17 *New 2024-03-31 164,248 $9,924,000 164,248
   DAGCO INC. 4 *New 2023-12-31 132,727 $7,178,000 132,727
   Park Edge Advisors LLC 10 *New 2024-03-31 65,251 $3,942,000 65,251
   One Capital Management LLC 128 *New 2023-12-31 61,889 $3,347,000 61,889
   Beaumont Asset Management L.L.C. 9 *New 2023-12-31 55,007 $2,975,000 55,007
   Blue Door Asset Management LLC 13 *New 2023-12-31 33,250 $1,798,000 33,250
   Vigilare Wealth Management 20 *New 2024-03-31 25,988 $1,570,000 25,988
   MADDEN SECURITIES Corp 44 *New 2024-03-31 19,908 $1,203,000 19,908
   WESPAC ADVISORS, LLC 55 *New 2024-03-31 16,632 $1,005,000 16,632
   SpiderRock Advisors LLC 290 *New 2024-03-31 16,600 $984,000 16,600
   Coppell Advisory Solutions Corp. 89 *New 2023-03-31 18,512 $867,000 18,512
   Summit Financial LLC 209 *New 2024-03-31 13,868 $838,000 13,868
   WILEY BROS.-AINTREE CAPITAL LLC 215 *New 2024-03-31 11,516 $696,000 11,516
   Prime Capital Investment Advisors LLC *New 2023-12-31 8,517 $461,000 8,517
   Hartland & Co. LLC 339 *New 2023-12-31 7,612 $412,000 7,612
   IAMS WEALTH MANAGEMENT LLC 90 *New 2024-03-31 6,322 $369,000 6,322
   Secure Asset Management LLC *New 2024-03-31 5,998 $362,000 5,998
   Lifeworks Advisors LLC 148 *New 2023-12-31 6,382 $345,000 6,382
   WEDBUSH MORGAN SECURITIES INC 718 *New 2023-12-31 6,206 $336,000 6,206
   NORRIS PERNE & FRENCH LLP/MI 116 *New 2024-03-31 5,152 $311,000 5,152
   Gateway Wealth Partners LLC 151 *New 2023-12-31 5,715 $309,000 5,715
   Strategic Financial Concepts LLC 231 *New 2024-03-31 4,902 $296,000 4,902
   STOCK YARDS BANK & TRUST CO *New 2024-03-31 4,495 $272,000 4,495
   CFO4Life L.P. 141 *New 2022-12-31 6,152 $271,000 6,152
   WETHERBY ASSET MANAGEMENT INC 764 *New 2023-12-31 4,848 $262,000 4,848
   REGAL INVESTMENT ADVISORS, LLC 475 *New 2023-12-31 4,333 $234,000 4,333
   Vectors Research Management LLC 131 *New 2023-12-31 4,312 $233,000 4,312
   COURIER CAPITAL CORP 336 *New 2024-03-31 3,682 $222,000 3,682
   Total Clarity Wealth Management Inc. 239 *New 2024-03-31 3,682 $222,000 3,682
   IPSWICH INVESTMENT MANAGEMENT CO., INC. 180 *New 2024-03-31 3,675 $222,000 3,675
   LVZ Advisors Inc. 129 *New 2024-03-31 3,632 $219,000 3,632
   BURNEY CO/ 560 *New 2023-12-31 3,840 $208,000 3,840
   Smith Anglin Financial LLC 182 *New 2024-03-31 3,436 $208,000 3,436
   Single Point Partners LLC 73 *New 2024-03-31 3,424 $207,000 3,424
   Spinnaker Investment Group LLC 85 *New 2024-03-31 3,404 $206,000 3,404
   WEST MICHIGAN ADVISORS LLC 149 *New 2023-12-31 3,776 $204,000 3,776
   BARNETT & COMPANY, INC. 76 *New 2023-12-31 3,704 $200,000 3,704
   MILESTONE GROUP INC *New 2024-03-31 1,743 $105,000 1,743
   MITCHELL SINKLER & STARR/PA 171 *New 2024-03-31 1,000 $60,000 1,000
   SHEETS SMITH & ASSOCIATES INC 374 *New 2023-09-30 1,112 $56,000 1,112
   Aspire Private Capital LLC 238 *New 2024-03-31 789 $48,000 789
   Sugarloaf Wealth Management LLC 333 *New 2024-03-31 586 $35,000 586
   WOODMONT INVESTMENT COUNSEL LLC 319 *New 2024-03-31 406 $25,000 406
   First Personal Financial Services 253 *New 2024-03-31 264 $16,000 264
   COUNTRY TRUST BANK 213 *New 2024-03-31 258 $16,000 258
   EdgeRock Capital LLC 198 *New 2023-12-31 254 $14,000 254
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 187 $11,000 187
   JONES FINANCIAL COMPANIES LLLP 670 *New 2023-12-31 200 $11,000 200
   SevenOneSeven Capital Management 12 *New 2023-12-31 165 $9,000 165
   JNBA FINANCIAL ADVISORS 494 *New 2024-03-31 111 $7,000 111
   Wagner Wealth Management LLC 212 *New 2024-03-31 101 $6,000 101
   McIlrath & Eck LLC 649 *New 2023-12-31 116 $6,000 116
   ORG Partners LLC 799 *New 2023-12-31 50 $3,000 50
   BANGOR SAVINGS BANK 476 *New 2024-03-31 30 $2,000 30
   Beacon Capital Management LLC 846 *New 2023-12-31 22 $1,000 22
  57 Records found
  1    
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