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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
   First Command Advisory Services Inc. - 2024-03-31 13,745,877 $830,646,000 -83,080
   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
   CI Private Wealth LLC 180 - 2023-12-31 1,166,293 $63,073,000 -66,884
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 4 - 2024-03-31 935,811 $56,542,000 -13,794
   PNC FINANCIAL SERVICES GROUP INC 243 - 2023-12-31 1,013,462 $54,808,000 -27,439
   MADISON ASSET MANAGEMENT LLC 42 - 2023-12-31 1,010,914 $54,670,000 -25,550
   EVENSKY & KATZ INC 10 - 2024-03-31 817,594 $49,399,000 -5,848
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 305 - 2024-03-31 668,030 $40,362,000 -272,791
   WCG Wealth Advisors LLC 8 - 2023-12-31 506,585 $27,396,000 -134,515
   Stratos Wealth Partners LTD. 65 - 2024-03-31 298,289 $18,023,000 -113,530
   Lido Advisors LLC 107 - 2023-12-31 259,780 $14,025,000 -10,270
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 300 - 2023-12-31 223,553 $12,090,000 -3,217
   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
   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
   CREATIVE PLANNING 392 - 2023-12-31 173,930 $9,406,000 -25,209
   FLAGSHIP HARBOR ADVISORS LLC 34 - 2024-03-31 146,151 $8,830,000 -23,504
   BerganKDV Wealth Management LLC 25 - 2023-06-30 168,893 $8,521,000 -2,723
   TSFG LLC 12 - 2024-03-31 137,099 $8,284,000 -61,379
   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
   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
   IAG Wealth Partners LLC 19 - 2024-03-31 112,693 $6,809,000 -3,245
   Stonebridge Financial Planning Group LLC 4 - 2023-12-31 104,054 $5,627,000 -11,342
   Jackson Wealth Management LLC 31 - 2023-12-31 94,942 $5,134,000 -1,943
   Consolidated Planning Corp - 2024-03-31 82,006 $4,955,000 -2,037
   Verum Partners LLC 13 - 2024-03-31 81,255 $4,909,000 -27,491
   INVESCO LTD 2191 - 2023-12-31 89,467 $4,838,000 -58,354
   Providence First Trust Co 11 - 2023-12-31 82,824 $4,479,000 -216
   Merit Financial Group LLC 118 - 2023-12-31 74,938 $4,053,000 -6,220
   PARK AVENUE SECURITIES LLC 235 - 2024-03-31 66,352 $4,009,000 -48,709
   MONTAG A & ASSOCIATES INC 101 - 2023-12-31 70,906 $3,835,000 -1,115
   Qube Research & Technologies Ltd 1011 - 2023-12-31 67,214 $3,635,000 -13,946
   HPM Partners LLC - 2023-12-31 66,653 $3,605,000 -546
   Western Wealth Management LLC 78 - 2024-03-31 54,393 $3,286,000 -303
   NATIXIS 329 - 2023-12-31 59,648 $3,226,000 -10,430
   Parallel Advisors LLC 170 - 2023-12-31 53,958 $2,918,000 -910
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 64 - 2024-03-31 47,108 $2,845,000 -1,801
   Alpha Cubed Investments LLC 80 - 2024-03-31 43,220 $2,611,000 -8,016
   PRIVATE TRUST CO NA 74 - 2024-03-31 41,817 $2,527,000 -290
   RVW Wealth LLC 46 - 2024-03-31 40,042 $2,419,000 -1,931
   Riggs Asset Managment Co. Inc. - 2024-03-31 38,851 $2,347,000 -527
   ERn Financial LLC 56 - 2024-03-31 38,354 $2,317,000 -231
   CRESTWOOD ADVISORS LLC 155 - 2023-12-31 40,391 $2,184,000 -117
   WRAPMANAGER INC 41 - 2023-12-31 38,176 $2,065,000 -2,656
   Holistic Planning LLC - 2024-03-31 32,300 $1,952,000 -3,406
   GHP INVESTMENT ADVISORS INC 229 - 2024-03-31 32,230 $1,947,000 -1,246
   Redhawk Wealth Advisors Inc. 64 - 2023-12-31 35,939 $1,944,000 -56,408
   MONEY CONCEPTS CAPITAL CORP 149 - 2024-03-31 31,658 $1,913,000 -1,895
   Stonehearth Capital Management LLC 22 - 2024-03-31 27,128 $1,639,000 -850
   Intelligence Driven Advisers LLC - 2024-03-31 26,861 $1,623,000 -304
   Wealthcare Advisory Partners LLC 277 - 2024-03-31 25,788 $1,558,000 -761
   Ahrens Investment Partners LLC 31 - 2023-03-31 32,758 $1,550,000 -2,418
   HHM Wealth Advisors LLC 33 - 2023-12-31 28,416 $1,537,000 -375
   Coombe Bender & Co LLC 31 - 2024-03-31 25,411 $1,535,000 -1,720
   SAXON INTERESTS INC. 37 - 2024-03-31 25,029 $1,512,000 -1
   HM PAYSON & CO 171 - 2023-12-31 27,279 $1,475,000 -7,930
   Silicon Valley Capital Partners - 2024-03-31 24,322 $1,470,000 -15,198
   Weaver Consulting Group 45 - 2024-03-31 24,124 $1,458,000 -1,706
   MCKINLEY CARTER WEALTH SERVICES, INC. 137 - 2024-03-31 24,017 $1,451,000 -2,507
   JANE STREET GROUP LLC 2774 - 2023-12-31 26,755 $1,447,000 -26,904
   Geneos Wealth Management Inc. - 2024-03-31 23,686 $1,431,000 -5,491
   Householder Group Estate & Retirement Specialist L - 2024-03-31 22,209 $1,342,000 -107
   SlateStone Wealth LLC 125 - 2024-03-31 22,184 $1,340,000 -649
   Kingsview Wealth Management LLC 392 - 2023-12-31 24,057 $1,301,000 -3,890
   PARSONS CAPITAL MANAGEMENT INC/RI 210 - 2024-03-31 20,137 $1,217,000 -2,407
   MILLENNIUM MANAGEMENT LLC 2635 - 2023-12-31 21,656 $1,171,000 -9,196
   Kovack Advisors Inc. 135 - 2024-03-31 19,229 $1,162,000 -420
   Steel Peak Wealth Management LLC 200 - 2024-03-31 18,203 $1,100,000 -6,814
   HF Advisory Group LLC 61 - 2024-03-31 18,130 $1,095,000 -83
   Eagle Strategies LLC 93 - 2024-03-31 17,971 $1,086,000 -129,183
   Streettalk Advisors LLC - 2024-03-31 16,467 $995,000 -2,121
   Lionsbridge Wealth Management LLC 40 - 2024-03-31 15,614 $943,000 -212
   MCCORMACK ADVISORS INTERNATIONAL 439 - 2023-12-31 17,248 $933,000 -107
   BCGM Wealth Management LLC 56 - 2023-12-31 16,606 $898,000 -383
   Capital Asset Advisory Services LLC 142 - 2024-03-31 14,805 $887,000 -395
   Crescent Grove Advisors LLC - 2024-03-31 14,130 $854,000 -165
   SageView Advisory Group LLC 244 - 2023-12-31 14,560 $824,000 -3,960
   AXXCESS WEALTH MANAGEMENT LLC 395 - 2023-12-31 15,200 $822,000 -410
   Birchcreek Wealth Management LLC - 2024-03-31 13,435 $812,000 -397
   Fragasso Group Inc. 133 - 2024-03-31 13,310 $804,000 -145
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3167 - 2023-12-31 14,069 $761,000 -33,945
   SILVER OAK SECURITIES Inc 209 - 2023-12-31 13,882 $751,000 -25,228
   Perennial Investment Advisors LLC 141 - 2023-12-31 13,416 $726,000 -2,091
   MATHER GROUP, INC. 272 - 2024-03-31 12,924 $699,000 -71
   MERCER GLOBAL ADVISORS INC /ADV 1143 - 2023-12-31 12,799 $692,000 -218
   Running Point Capital Advisors LLC 46 - 2023-12-31 12,736 $689,000 -2,036
   Strategic Investment Advisors / MI 152 - 2024-03-31 10,483 $633,000 -206
   LEAVELL T & ASSOCIATES INC 320 - 2024-03-31 10,165 $614,000 -313
   KINGSWOOD WEALTH ADVISORS LLC 297 - 2024-03-31 10,000 $604,000 -3,600
   Collaborative Wealth Managment Inc. 72 - 2023-12-31 11,157 $603,000 -1,149
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 9,835 $594,000 -731
   LEVEL FOUR ADVISORY SERVICES LLC 423 - 2023-12-31 10,720 $580,000 -568
   ADVISORY SERVICES NETWORK, LLC 834 - 2023-12-31 10,699 $579,000 -419
   Lunt Capital Management Inc. 56 - 2024-03-31 9,542 $577,000 -9,956
   DAVIDSON D A & CO 921 - 2023-12-31 9,862 $533,000 -764
  100 Records found
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