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Get Institutions for : 
Powershares S&Amp;P 500 Low Volatility Portfolio (SPLV)  
$63.70 0.50 (0.78%) as of 4:30 Tue 4/30


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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  : 
3.50 (5.81%)  




 
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
   DOW CHEMICAL CO /DE/ 1 - 2023-12-31 3,998,479 $250,545,000 0
   ADVANTUS CAPITAL MANAGEMENT INC 10 - 2024-03-31 690,000 $45,450,000 0
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 34 - 2023-12-31 179,600 $11,254,000 0
   GELLER FAMILY OFFICE SERVICES LLC 21 - 2023-12-31 55,257 $3,462,000 0
   M&T BANK CORP 561 - 2023-12-31 38,650 $2,422,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 54 - 2023-12-31 32,000 $2,005,000 0
   Old North State Trust LLC 14 - 2023-09-30 24,376 $1,433,000 0
   RAYMOND JAMES TRUST CO 401 - 2024-03-31 20,119 $1,325,000 0
   BOSTON FINANCIAL MANGEMENT INC /MA 171 - 2023-12-31 20,698 $1,297,000 0
   HBW Advisory Services LLC 116 - 2024-03-31 17,758 $1,112,000 0
   Principle Wealth Partners LLC 158 - 2024-03-31 15,621 $1,029,000 0
   St. Louis Trust Co 62 - 2023-12-31 15,574 $976,000 0
   Salomon & Ludwin LLC 83 - 2023-12-31 15,550 $914,000 0
   Patriot Investment Management Inc. 114 - 2024-03-31 13,592 $895,000 0
   JTC Employer Solutions Trusteee Ltd 65 - 2024-03-31 13,000 $854,000 0
   Orca Investment Management LLC 33 - 2024-03-31 12,918 $851,000 0
   Sage Mountain Advisors LLC 111 - 2024-03-31 12,651 $833,000 0
   SCBT FINANCIAL CORP 149 - 2023-12-31 13,141 $823,000 0
   Barber Financial Group Inc. 54 - 2023-03-31 12,962 $809,000 0
   Allied Investment Advisors LLC 41 - 2024-03-31 12,200 $804,000 0
   Summit Trail Advisors LLC 253 - 2024-03-31 12,102 $797,000 0
   Alera Investment Advisors LLC - 2023-12-31 11,900 $746,000 0
   BSC PRIVATE WEALTH MANAGEMENT LLC 76 - 2023-12-31 11,552 $724,000 0
   Blue Door Asset Management LLC 17 - 2023-12-31 11,000 $689,000 0
   WARNER FINANCIAL INC 59 - 2024-03-31 10,450 $688,000 0
   EMPIRICAL FINANCIAL SERVICES, LLC 278 - 2023-12-31 10,881 $682,000 0
   Yarbrough Capital LLC 113 - 2024-03-31 10,000 $659,000 0
   BARTLETT & CO. LLC 312 - 2023-12-31 10,120 $633,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 312 - 2023-12-31 10,120 $633,000 0
   HIGHLAND CAPITAL MANAGEMENT CORP 263 - 2023-12-31 10,000 $627,000 0
   Red Door Wealth Management LLC 103 - 2024-03-31 9,199 $606,000 0
   Kendall Capital Management - 2023-12-31 9,500 $595,000 0
   BROWN ADVISORY HOLDINGS INC 916 - 2024-03-31 8,321 $548,000 0
   CAPITAL ADVISORS INC/OK 192 - 2023-12-31 8,708 $546,000 0
   MODERA WEALTH MANAGEMENT, LLC 367 - 2023-12-31 8,485 $532,000 0
   TELEMUS CAPITAL LLC 240 - 2023-12-31 7,979 $500,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 555 - 2023-12-31 7,944 $498,000 0
   Graves-Light Private Wealth Management Inc. 111 - 2023-12-31 7,705 $483,000 0
   SFMG, LLC 144 - 2023-12-31 7,531 $472,000 0
   Merrion Investment Management Co LLC 60 - 2024-03-31 7,000 $461,000 0
   East Coast Asset Management LLC. 46 - 2023-12-31 7,191 $451,000 0
   Archetype Wealth Partners LLC 62 - 2023-12-31 6,876 $431,000 0
   Paul Damon & Associates Inc. 46 - 2024-03-31 6,547 $431,000 0
   Biltmore Family Office LLC 123 - 2023-12-31 6,840 $429,000 0
   WESBANCO BANK INC 436 - 2024-03-31 6,390 $421,000 0
   TRUST CO OF VERMONT 226 - 2023-12-31 6,630 $415,000 0
   HTG Investment Advisors Inc. 41 - 2023-12-31 6,610 $414,000 0
   TLWM 66 - 2024-03-31 6,013 $396,000 0
   ROMANO BROTHERS AND COMPANY 237 - 2024-03-31 5,850 $385,000 0
   PACIFIC SUN FINANCIAL CORP 120 - 2023-12-31 5,826 $365,000 0
   VALMARK ADVISERS INC 391 - 2023-12-31 5,734 $359,000 0
   JOURNEY STRATEGIC WEALTH LLC 120 - 2023-12-31 5,702 $357,000 0
   Cross Staff Investments Inc 87 - 2023-12-31 5,684 $356,000 0
   MISSION CREEK CAPITAL PARTNERS INC 182 - 2023-12-31 5,319 $333,000 0
   CHOATE INVESTMENT ADVISORS 302 - 2023-12-31 4,994 $313,000 0
   Levy Wealth Management Group LLC 74 - 2024-03-31 4,996 $313,000 0
   Peninsula Wealth LLC 73 - 2023-12-31 4,918 $308,000 0
   Divergent Planning LLC 19 - 2024-03-31 4,706 $308,000 0
   ARKANSAS FINANCIAL GROUP INC. 63 - 2024-03-31 4,668 $307,000 0
   NBT BANK N A /NY 334 - 2024-03-31 4,572 $301,000 0
   Fortis Group Advisors LLC 101 - 2023-12-31 4,709 $294,000 0
   PRIVATE TRUST CO NA 518 - 2024-03-31 4,414 $291,000 0
   Falcon Wealth Planning 114 - 2024-03-31 4,396 $290,000 0
   Snowden Capital Advisors LLC 912 - 2023-12-31 4,503 $282,000 0
   Zhang Financial LLC 231 - 2024-03-31 4,227 $278,000 0
   PROEQUITIES INC. 562 - 2023-12-31 4,342 $272,000 0
   Galvin Gaustad & Stein LLC 158 - 2024-03-31 3,985 $262,000 0
   Essex Savings Bank 220 - 2024-03-31 4,105 $257,000 0
   NEWMAN DIGNAN & SHEERAR, INC. 145 - 2023-12-31 4,028 $252,000 0
   Tyche Wealth Partners LLC 228 - 2024-03-31 3,720 $245,000 0
   Kaizen Financial Strategies 93 - 2023-12-31 3,750 $235,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 148 - 2023-12-31 3,750 $235,000 0
   MONETA GROUP INVESTMENT ADVISORS INC 498 - 2023-12-31 3,729 $234,000 0
   HFG Advisors Inc. 91 - 2024-03-31 3,500 $231,000 0
   MONEY CONCEPTS CAPITAL CORP 356 - 2023-12-31 3,691 $231,000 0
   Manhattan West Asset Management LLC 129 - 2023-12-31 3,500 $219,000 0
   LVZ Advisors Inc. 130 - 2024-03-31 3,323 $219,000 0
   Joule Financial LLC 99 - 2023-12-31 3,404 $213,000 0
   MATHER GROUP, INC. 510 - 2024-03-31 3,406 $213,000 0
   PFG FINANCIAL ADVISORS 256 - 2024-03-31 3,208 $211,000 0
   MILESTONE GROUP INC 177 - 2023-12-31 2,509 $157,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 164 - 2023-12-31 2,500 $157,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 248 - 2023-12-31 2,497 $156,000 0
   KISTLERTIFFANY COMPANIES, LLC 345 - 2023-06-30 2,445 $154,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1441 - 2023-12-31 2,461 $154,000 0
   Archer Investment Corp 248 - 2023-12-31 2,262 $142,000 0
   Provident Wealth Management LLC 70 - 2024-03-31 2,106 $139,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 324 - 2024-03-31 1,929 $127,000 0
   First Personal Financial Services 142 - 2024-03-31 1,935 $127,000 0
   Mine & Arao Wealth Creation & Management LLC. 91 - 2023-12-31 1,948 $122,000 0
   Front Row Advisors LLC 131 - 2023-12-31 1,897 $119,000 0
   Atlantic Private Wealth LLC 40 - 2023-12-31 1,775 $111,000 0
   AdvisorNet Financial Inc 606 - 2024-03-31 1,684 $111,000 0
   SMITHFIELD TRUST CO 419 - 2023-12-31 1,778 $111,000 0
   VALLEY NATIONAL ADVISERS INC 305 - 2024-03-31 1,700 $111,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 656 - 2024-03-31 1,675 $110,000 0
   Roble Belko & Company Inc 146 - 2024-03-31 1,230 $81,000 0
   JNBA FINANCIAL ADVISORS 255 - 2024-03-31 1,182 $78,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 206 - 2023-12-31 1,174 $74,000 0
   Providence Capital Advisors LLC 148 - 2023-12-31 1,008 $63,000 0
  100 Records found
  1    
  Page 1 of 1
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