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Get Institutions for : 
Powershares S&Amp;P 500 Low Volatility Portfolio (SPLV)  
$64.20 0.30 (0.47%) as of 4:30 Mon 4/29


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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  : 
4.00 (6.64%)  




 
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
   Alaska Permanent Fund Corp 12 - 2024-03-31 3,027,451 $199,418,000 212,725
   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
   ENVESTNET ASSET MANAGEMENT INC 446 - 2023-12-31 1,385,562 $86,819,000 465,676
   BANK OF NEW YORK MELLON CORP 795 - 2024-03-31 1,165,217 $76,753,000 89,493
   PFS INVESTMENTS INC. 28 - 2023-06-30 770,586 $48,400,000 28,958
   Global Assets Advisory LLC 10 - 2024-03-31 2,499,503 $38,172,000 2,460,779
   GENWORTH FINANCIAL INC 2 - 2024-03-31 458,287 $30,187,000 3,000
   J P MORGAN CHASE & CO 1436 - 2023-12-31 406,507 $25,472,000 317,236
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 248 - 2023-09-30 403,942 $23,748,000 24,745
   Sargent Bickham Lagudis LLC 11 - 2022-12-31 335,490 $21,438,000 1,598
   SPINNAKER TRUST 17 - 2023-12-31 277,026 $17,358,000 652
   FINEMARK NATIONAL BANK & TRUST 48 - 2023-12-31 220,937 $13,844,000 5,013
   Qube Research & Technologies Ltd 521 - 2023-12-31 215,547 $13,506,000 132,593
   JANE STREET GROUP LLC 839 - 2023-12-31 181,687 $11,385,000 106,441
   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
   Atria Wealth Solutions Inc. 169 - 2023-12-31 156,663 $9,816,000 8,312
   Sowell Financial Services LLC - 2023-12-31 150,062 $9,403,000 14,510
   OROURKE & COMPANY Inc 2 - 2024-03-31 136,896 $9,017,000 984
   GOLDMAN SACHS GROUP INC/ 2222 - 2023-12-31 129,037 $8,085,000 58,306
   Nilsine Partners LLC 21 - 2024-03-31 122,589 $8,075,000 60,657
   MARINER WEALTH ADVISORS, LLC 545 - 2023-12-31 126,711 $7,940,000 12,580
   Dominguez Wealth Management Solutions Inc. 5 - 2024-03-31 115,906 $7,635,000 3,256
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220 - 2023-12-31 120,167 $7,530,000 67,839
   CI Private Wealth LLC 594 - 2023-12-31 118,834 $7,446,000 6,320
   CREDIT SUISSE/ 1106 - 2023-12-31 114,513 $7,175,000 109,512
   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
   Waterloo Capital L.P. 23 - 2023-12-31 103,688 $6,497,000 62,432
   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
   Strategic Family Wealth Counselors L.L.C. 16 - 2023-12-31 92,586 $5,801,000 824
   Jackson Grant Investment Advisers Inc. 7 - 2023-12-31 92,497 $5,796,000 108
   Milestone Advisory Partners 6 - 2023-09-30 93,468 $5,495,000 518
   Opes Wealth Management LLC 25 - 2023-12-31 83,906 $5,258,000 298
   XML Financial LLC 58 - 2023-12-31 77,826 $4,877,000 4,055
   Sovereign Investment Advisors LLC 20 - 2023-12-31 77,764 $4,873,000 347
   PFG Investments LLC 72 - 2024-03-31 73,401 $4,835,000 46,908
   RMB CAPITAL MANAGEMENT LLC 159 - 2023-12-31 76,512 $4,794,000 293
   Client First Capital LLC 12 - 2024-03-31 66,395 $4,373,000 35,472
   COMERICA SECURITIESINC. 84 - 2023-09-30 68,559 $4,031,000 1,003
   EQIS CAPITAL MANAGEMENT, INC. 56 - 2023-12-31 63,580 $3,984,000 15,880
   Capital Investment Advisory Services LLC 50 - 2024-03-31 59,582 $3,925,000 5,393
   Sanford Advisory Services LLC 25 - 2022-12-31 57,272 $3,660,000 1,634
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1417 - 2023-12-31 52,565 $3,294,000 31,031
   Stratos Wealth Partners LTD. 319 - 2024-03-31 48,899 $3,221,000 186
   PETRA FINANCIAL ADVISORS INC 10 - 2024-03-31 48,000 $3,162,000 1,856
   OPPENHEIMER & CO INC 381 - 2023-12-31 48,959 $3,068,000 4,428
   Western Wealth Management LLC 93 - 2023-12-31 48,816 $3,059,000 1,290
   Signify Wealth 11 - 2024-03-31 46,324 $3,051,000 5,491
   Flagship Private Wealth LLC 14 - 2023-12-31 48,140 $3,016,000 4,731
   G&S Capital LLC 19 - 2024-03-31 44,650 $2,941,000 975
   CB&T WEALTH MANAGEMENT 16 - 2024-03-31 38,929 $2,564,000 10,787
   High Net Worth Advisory Group LLC 30 - 2024-03-31 37,351 $2,460,000 2,002
   Acorn Wealth Advisors LLC 19 - 2024-03-31 37,190 $2,450,000 1,311
   Harvest Investment Services LLC 17 - 2023-12-31 38,802 $2,431,000 2,289
   Avestar Capital LLC 51 - 2023-12-31 38,322 $2,401,000 8,907
   LINCOLN NATIONAL CORP 260 - 2023-12-31 36,662 $2,297,000 54
   Clear Creek Financial Management LLC 78 - 2024-03-31 33,636 $2,216,000 24,988
   DAIWA SECURITIES GROUP INC. 481 - 2023-12-31 35,260 $2,209,000 610
   JAFFETILCHIN INVESTMENT PARTNERS LLC 78 - 2023-12-31 34,509 $2,162,000 973
   EP WEALTH ADVISORS, INC. 244 - 2023-12-31 34,166 $2,141,000 266
   Sontag Advisory LLC 185 - 2023-12-31 33,354 $2,090,000 29,457
   Ridgewood Investments LLC 15 - 2024-03-31 29,743 $1,959,000 10
   TruWealth Advisors LLC 69 - 2024-03-31 29,728 $1,958,000 523
   IFG Advisory LLC 179 - 2023-12-31 29,875 $1,872,000 106
   Paragon Private Wealth Management LLC 23 - 2023-12-31 28,229 $1,769,000 9,121
   Derbend Asset Management - 2023-12-31 27,807 $1,742,000 6,507
   Trinity Wealth Management LLC 18 - 2024-03-31 26,167 $1,724,000 228
   THOROUGHBRED FINANCIAL SERVICES LLC 146 - 2023-12-31 27,244 $1,707,000 19
   IEQ CAPITAL LLC 325 - 2023-12-31 26,461 $1,658,000 2,694
   DAVIDSON D A & CO 565 - 2023-12-31 25,271 $1,584,000 63
   Fifth Third Securities Inc. 127 - 2024-03-31 23,874 $1,573,000 39
   Integrated Wealth Concepts LLC 563 - 2023-12-31 24,909 $1,561,000 1,251
   Steel Peak Wealth Management LLC 188 - 2024-03-31 21,860 $1,440,000 14,986
   CLEAR HARBOR ASSET MANAGEMENT, LLC 121 - 2023-12-31 21,950 $1,375,000 268
   Atlantic Trust Group LLC 574 - 2023-12-31 21,711 $1,360,000 55
   AXXCESS WEALTH MANAGEMENT LLC 307 - 2023-12-31 20,940 $1,312,000 4,531
   Visionary Wealth Advisors 198 - 2023-12-31 20,913 $1,310,000 1,915
   WILEY BROS.-AINTREE CAPITAL LLC 115 - 2024-03-31 19,485 $1,283,000 11,305
   ARGI INVESTMENT SERVICES, LLC 223 - 2022-12-31 19,887 $1,271,000 3,897
   Midwest Financial Group LLC 33 - 2024-03-31 18,539 $1,221,000 181
   Cresset Asset Management LLC 822 - 2023-12-31 18,377 $1,151,000 61
   Arete Wealth Advisors LLC 226 - 2023-12-31 18,165 $1,138,000 18,165
   Consolidated Portfolio Review Corp 107 - 2023-12-31 16,290 $1,021,000 4,381
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 99 - 2024-03-31 14,818 $976,000 46
   KEYBANK NATIONAL ASSOCIATION/OH 530 - 2023-12-31 15,559 $975,000 559
   Wealthcare Advisory Partners LLC 370 - 2024-03-31 14,721 $970,000 4,842
   BARCLAYS PLC 2543 - 2023-12-31 15,430 $967,000 15,430
   MONECO Advisors LLC 156 - 2024-03-31 14,274 $940,000 1,695
   Laurel Wealth Advisors Inc. 226 - 2022-12-31 14,630 $935,000 2,585
   Symphony Financial Ltd. Co. 88 - 2024-03-31 14,118 $930,000 26
   TOMPKINS FINANCIAL CORP 95 - 2024-03-31 14,013 $923,000 3,334
   LEGACY PRIVATE TRUST CO. 149 - 2024-03-31 13,818 $910,000 517
   RSM US WEALTH MANAGEMENT LLC 289 - 2023-12-31 14,080 $882,000 800
  100 Records found
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