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Get Institutions for : 
Powershares S&Amp;P 500 Low Volatility Portfolio (SPLV)  
$62.61 0.14 (0.22%) as of 4:30 Tue 4/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 669    25
Total shares held : 
 84,902,467  
% of shares held : 
 54.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -181  
Amount of shares held : 
 -2,407,562  
% of shares held change : 
   -1.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $58.04  
Last Quarter's Ending Price : 
 $62.66  
Last Quarter's Average Price : 
 $60.20  
Change from last quarter's     
avg. price to the last closing  : 
2.41 (4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
30
 660,058
 0.78%
 
Increased Positions :
162
 5,703,890
 6.72%
 
Unchanged Positions :
159
 8,364,166
 9.85%
 
Decreased Positions :
318
-7,207,265
-8.49%
 
Closed Positions :
55
-1,564,245
-1.84%
 
Guru Positions :
1
0
 0%
 
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
   MORGAN STANLEY 303 - 2023-12-31 10,435,279 $653,875,000 681,309
   INVESCO LTD 176 - 2023-12-31 8,958,990 $561,370,000 84,760
   BANK OF AMERICA CORP /DE/ 399 - 2023-12-31 5,586,485 $350,049,000 1,885,257
   Balentine LLC 3 - 2023-12-31 5,362,323 $336,003,000 -122,562
   DOW CHEMICAL CO /DE/ 1 - 2023-12-31 3,998,479 $250,545,000 0
   Alaska Permanent Fund Corp 12 - 2024-03-31 3,027,451 $199,418,000 212,725
   LPL FINANCIAL CORP 167 - 2023-12-31 2,963,797 $185,712,000 -155,443
   TRUST POINT INC. - 2023-12-31 2,306,586 $144,531,000 0
   FMR LLC 881 - 2023-12-31 2,269,247 $142,191,000 321,275
   BANK OF MONTREAL /CAN/ 238 - 2023-12-31 1,953,143 $122,443,000 556,651
   WELLS FARGO & CO/MN 390 - 2023-12-31 1,933,775 $121,170,000 -483,388
   COMMONWEALTH EQUITY SERVICES LLC. 109 - 2023-12-31 1,552,430 $97,275,000 -60,697
   ENVESTNET ASSET MANAGEMENT INC 446 - 2023-12-31 1,385,562 $86,819,000 465,676
   AMERIPRISE FINANCIAL INC 594 - 2023-12-31 1,313,275 $82,093,000 -328,347
   PNC FINANCIAL SERVICES GROUP INC 188 - 2023-12-31 1,307,465 $81,926,000 -46,947
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 99 - 2023-12-31 1,235,358 $77,408,000 -2,841
   ROYAL BANK OF CANADA 578 - 2023-12-31 1,107,300 $69,383,000 -92,915
   BANK OF NEW YORK MELLON CORP 859 - 2023-12-31 1,075,724 $67,405,000 91,347
   UBS Group AG 584 - 2023-12-31 990,210 $62,047,000 -204,538
   PFS INVESTMENTS INC. 28 - 2023-06-30 770,586 $48,400,000 28,958
   Equitable Holdings Inc. 38 - 2023-12-31 744,296 $46,638,000 -21,841
   Advisor Group Holdings Inc. 239 - 2023-12-31 699,534 $43,835,000 -378,086
   ADVANTUS CAPITAL MANAGEMENT INC 14 - 2023-12-31 690,000 $43,235,000 0
   Brookstone Capital Management 18 - 2023-12-31 684,091 $42,865,000 -37,575
   Kestra Advisory Services LLC 53 - 2023-12-31 638,265 $39,994,000 -45,430
   Global Assets Advisory LLC 10 - 2024-03-31 2,499,503 $38,172,000 2,460,779
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 326 - 2023-12-31 540,122 $33,844,000 -166,829
   SEI INVESTMENTS CO 395 - 2023-12-31 514,367 $32,230,000 -69,783
   GENWORTH FINANCIAL INC 2 - 2023-12-31 455,287 $28,528,000 8,600
   Hantz Financial Services Inc. 6 - 2023-12-31 451,155 $28,269,000 -92,645
   Armbruster Capital Management Inc. 4 - 2023-12-31 407,529 $25,536,000 -29,764
   J P MORGAN CHASE & CO 1436 - 2023-12-31 406,507 $25,472,000 317,236
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 34 - 2023-12-31 386,108 $24,194,000 -24,543
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 248 - 2023-09-30 403,942 $23,748,000 24,745
   New England Private Wealth Advisors LLC 5 - 2023-12-31 372,899 $23,366,000 -29,967
   CFG ASSET MANAGEMENT LLC 8 - 2023-12-31 371,696 $23,290,000 -122,413
   RAYMOND JAMES & ASSOCIATES 681 - 2023-12-31 363,586 $22,782,000 -6,800
   JANNEY MONTGOMERY SCOTT LLC 273 - 2023-12-31 353,907 $22,176,000 -604
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 211 - 2023-12-31 348,727 $21,851,000 -56,087
   Sargent Bickham Lagudis LLC 11 - 2022-12-31 335,490 $21,438,000 1,598
   Lido Advisors LLC 71 - 2023-12-31 336,439 $21,081,000 -39,391
   Private Advisor Group LLC 120 - 2023-12-31 333,372 $20,889,000 -8,748
   PROSPERA FINANCIAL SERVICES 28 - 2023-12-31 303,514 $19,018,000 -88,669
   SPINNAKER TRUST 17 - 2023-12-31 277,026 $17,358,000 652
   Csenge Advisory Group 19 - 2023-12-31 245,977 $15,413,000 -43,517
   PICTON MAHONEY ASSET MANAGEMENT 54 - 2023-12-31 229,469 $14,378,000 -324,793
   STIFEL FINANCIAL CORP 645 - 2023-12-31 224,354 $14,058,000 -47,852
   JFS WEALTH ADVISORS, LLC 21 - 2023-12-31 224,067 $14,040,000 -17,038
   FINEMARK NATIONAL BANK & TRUST 48 - 2023-12-31 220,937 $13,844,000 5,013
   Capital Advisors Ltd. LLC 13 - 2023-12-31 217,668 $13,639,000 -10,568
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 337 - 2023-12-31 217,467 $13,626,000 -147,235
   Qube Research & Technologies Ltd 521 - 2023-12-31 215,547 $13,506,000 132,593
   AJ WEALTH STRATEGIES LLC 34 - 2023-06-30 207,395 $13,026,000 -158,886
   SAGE ADVISORY SERVICES, LTD.CO. 13 - 2023-12-31 194,649 $12,197,000 1,226
   Goss Wealth Management LLC 179 - 2023-12-31 192,821 $12,132,000 -5,244
   JANE STREET GROUP LLC 839 - 2023-12-31 181,687 $11,385,000 106,441
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 34 - 2023-12-31 179,600 $11,254,000 0
   Ballast Inc. 9 - 2023-12-31 178,693 $11,197,000 4,819
   Banco BTG Pactual S.A. 9 - 2023-12-31 178,132 $11,142,000 9,700
   Squarepoint Ops LLC 426 - 2023-12-31 169,809 $10,640,000 54,472
   Householder Group Estate & Retirement Specialist L - 2023-12-31 169,575 $10,625,000 -10,007
   HIGHTOWER ADVISORS, LLC 674 - 2023-12-31 169,281 $10,617,000 -102,270
   FINANCIAL NETWORK 335 - 2023-12-31 166,826 $10,453,000 -11,198
   Atria Wealth Solutions Inc. 169 - 2023-12-31 156,663 $9,816,000 8,312
   COMERICA BANK 408 - 2023-12-31 155,002 $9,712,000 -3,110
   Bell Investment Advisors Inc 13 - 2023-12-31 153,889 $9,643,000 -23,282
   AE Wealth Management LLC 404 - 2023-12-31 150,234 $9,465,000 -17,018
   Sowell Financial Services LLC - 2023-12-31 150,062 $9,403,000 14,510
   OROURKE & COMPANY Inc - 2023-12-31 135,912 $8,516,000 -610
   Tennessee Valley Asset Management Partners 9 - 2023-12-31 133,878 $8,389,000 -27,288
   MML INVESTORS SERVICES LLC 433 - 2023-12-31 132,101 $8,277,000 -28,907
   H D Vest Advisory Services 194 - 2023-12-31 130,204 $8,159,000 -49,263
   GOLDMAN SACHS GROUP INC/ 2222 - 2023-12-31 129,037 $8,085,000 58,306
   MARINER WEALTH ADVISORS, LLC 545 - 2023-12-31 126,711 $7,940,000 12,580
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220 - 2023-12-31 120,167 $7,530,000 67,839
   CRESTLINE MANAGEMENT, LP 48 *New 2023-12-31 120,057 $7,523,000 120,057
   CI Private Wealth LLC 594 - 2023-12-31 118,834 $7,446,000 6,320
   Lake Hills Wealth Management LLC 4 - 2024-03-31 111,215 $7,326,000 -9,601
   CWM LLC 347 - 2024-03-31 109,287 $7,199,000 -7,271
   CREDIT SUISSE/ 1106 - 2023-12-31 114,513 $7,175,000 109,512
   GRT CAPITAL PARTNERS LLC 3 - 2023-12-31 113,979 $7,142,000 -10,716
   Cherry Tree Wealth Management LLC 16 - 2023-12-31 113,292 $7,099,000 -6,376
   Dominguez Wealth Management Solutions Inc. 5 - 2023-12-31 112,650 $7,059,000 -2,151
   CREATIVE PLANNING 472 - 2023-12-31 112,085 $7,023,000 11,558
   Harel Insurance Investments & Financial Services L 81 - 2023-12-31 111,988 $7,005,000 4,000
   Hyperion Partners LLC 7 - 2024-03-31 105,536 $6,952,000 -903
   HB Wealth Management LLC 107 - 2023-12-31 110,362 $6,915,000 -1,155
   Burns Matteson Capital Management LLC 2 - 2023-12-31 107,385 $6,729,000 -7,186
   Geneos Wealth Management Inc. - 2023-12-31 106,940 $6,701,000 -6,954
   STEPHENS INC /AR/ 200 - 2023-12-31 106,012 $6,643,000 -48,517
   Ethos Financial Group LLC 24 *New 2023-12-31 105,509 $6,611,000 105,509
   BB&T CORP 763 - 2023-12-31 103,961 $6,514,000 -12,521
   Waterloo Capital L.P. 23 - 2023-12-31 103,688 $6,497,000 62,432
   First PREMIER Bank 13 - 2024-03-31 97,583 $6,428,000 -3,047
   WELLINGTON MANAGEMENT CO LLP 1193 - 2023-12-31 101,817 $6,380,000 101,817
   Advisors Preferred LLC - 2023-12-31 100,212 $6,334,000 77,923
   Vigilare Wealth Management 7 - 2023-12-31 96,964 $6,076,000 79,107
   MERCER GLOBAL ADVISORS INC /ADV 423 - 2023-12-31 94,042 $5,893,000 -1,755
   ESSEX FINANCIAL SERVICES INC 37 - 2023-12-31 93,288 $5,845,000 -116
   Strategic Family Wealth Counselors L.L.C. 16 - 2023-12-31 92,586 $5,801,000 824
  100 Records found
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