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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
   Balentine LLC 3 - 2023-12-31 5,362,323 $336,003,000 -122,562
   LPL FINANCIAL CORP 167 - 2023-12-31 2,963,797 $185,712,000 -155,443
   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
   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
   ROYAL BANK OF CANADA 578 - 2023-12-31 1,107,300 $69,383,000 -92,915
   UBS Group AG 584 - 2023-12-31 990,210 $62,047,000 -204,538
   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
   Brookstone Capital Management 25 - 2024-03-31 651,227 $42,896,000 -32,864
   Kestra Advisory Services LLC 53 - 2023-12-31 638,265 $39,994,000 -45,430
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 340 - 2024-03-31 533,967 $35,172,000 -6,155
   SEI INVESTMENTS CO 395 - 2023-12-31 514,367 $32,230,000 -69,783
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 279 - 2024-03-31 369,828 $24,361,000 -865,530
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 34 - 2023-12-31 386,108 $24,194,000 -24,543
   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 715 - 2024-03-31 346,176 $22,803,000 -17,410
   JANNEY MONTGOMERY SCOTT LLC 273 - 2023-12-31 353,907 $22,176,000 -604
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 234 - 2024-03-31 330,057 $21,741,000 -18,670
   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
   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
   Capital Advisors Ltd. LLC 14 - 2024-03-31 208,614 $13,741,000 -9,054
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 337 - 2023-12-31 217,467 $13,626,000 -147,235
   AJ WEALTH STRATEGIES LLC 34 - 2023-06-30 207,395 $13,026,000 -158,886
   Goss Wealth Management LLC 179 - 2023-12-31 192,821 $12,132,000 -5,244
   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
   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
   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
   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
   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
   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
   BB&T CORP 763 - 2023-12-31 103,961 $6,514,000 -12,521
   First PREMIER Bank 13 - 2024-03-31 97,583 $6,428,000 -3,047
   ESSEX FINANCIAL SERVICES INC 38 - 2024-03-31 90,043 $5,931,000 -3,245
   MERCER GLOBAL ADVISORS INC /ADV 423 - 2023-12-31 94,042 $5,893,000 -1,755
   UMB BANK N A/MO 160 - 2024-03-31 84,684 $5,578,000 -2,984
   CITIGROUP INC 1052 - 2023-12-31 88,993 $5,576,000 -915,048
   Rockefeller Capital Management L.P. 612 - 2023-12-31 86,833 $5,441,000 -67,129
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 24 - 2023-12-31 86,542 $5,423,000 -16,657
   Cetera Investment Advisers 407 - 2023-12-31 86,003 $5,389,000 -61,841
   Financial Advocates Investment Management 70 - 2023-12-31 82,595 $5,114,000 -24,724
   SAR WEALTH MANAGEMENT GROUP LLC 7 - 2024-03-31 77,570 $5,110,000 -96
   Vigilare Wealth Management 7 - 2024-03-31 76,459 $5,036,000 -20,505
   Integrated Advisors Network LLC 98 - 2023-12-31 77,956 $4,885,000 -6,272
   TRANSAMERICA FINANCIAL ADVISORS, INC. 27 - 2023-12-31 76,150 $4,772,000 -49,498
   MULTIFINANCIAL SECURITIES CORP 290 - 2023-12-31 75,858 $4,753,000 -3,099
   Ellis Investment Partners LLC 21 - 2024-03-31 71,795 $4,729,000 -1,552
   Tennessee Valley Asset Management Partners 14 - 2024-03-31 71,548 $4,713,000 -62,330
   FLAGSHIP HARBOR ADVISORS LLC 75 - 2024-03-31 68,796 $4,532,000 -10,271
   TOWNSQUARE CAPITAL LLC 242 - 2023-12-31 72,289 $4,530,000 -20,636
   Baird Financial Group Inc. 685 - 2023-12-31 71,227 $4,463,000 -4,652
   Northwest Capital Management Inc 17 - 2024-03-31 66,470 $4,378,000 -44
   COZAD ASSET MANAGEMENT INC 51 - 2023-12-31 68,621 $4,300,000 -9,850
   Pacific Center for Financial Services 14 - 2023-12-31 68,201 $4,273,000 -1,668
   Ahrens Investment Partners LLC 12 - 2023-03-31 62,310 $3,888,000 -2,619
   HPM Partners LLC - 2023-12-31 59,556 $3,732,000 -140,118
   Klingman & Associates LLC 40 - 2023-12-31 59,411 $3,723,000 -3,000
   Ausdal Financial Partners Inc. 58 - 2024-03-31 53,123 $3,499,000 -4,430
   J.W. COLE ADVISORS INC. 124 - 2023-12-31 52,061 $3,262,000 -894
   WFA of San Diego LLC 4 - 2023-09-30 54,816 $3,223,000 -2,598
   CITADEL ADVISORS LLC 1943 - 2023-12-31 49,848 $3,123,000 -119,699
   Milestone Investment Advisors LLC 28 - 2023-12-31 49,595 $3,108,000 -1,553
   Keystone Financial Group 42 - 2023-12-31 48,892 $3,064,000 -6,702
   TRUST POINT INC. 47 - 2024-03-31 46,450 $3,060,000 -2,260,136
   Johnson & White Wealth Management LLC 15 - 2024-03-31 45,281 $2,983,000 -3,983
   ZACKS INVESTMENT MANAGEMENT 253 - 2023-12-31 44,313 $2,777,000 -47
   FTB Advisors Inc. 182 - 2024-03-31 40,812 $2,688,000 -3,899
   John W. Brooker & Co. CPAs 21 - 2024-03-31 39,375 $2,594,000 -1,145
   Syntegra Private Wealth Group LLC 25 - 2023-12-31 40,989 $2,568,000 -497
   Steward Partners Investment Advisory LLC 440 - 2023-12-31 40,519 $2,539,000 -924
   TEILINGER CAPITAL LTD. 9 - 2023-12-31 40,000 $2,506,000 -78,000
   WT Wealth Management 34 - 2023-12-31 39,233 $2,458,000 -4,436
   NATIXIS 360 - 2023-12-31 39,199 $2,456,000 -1,333
   Vista Wealth Management Group LLC 56 - 2023-12-31 38,602 $2,419,000 -175
   NATIONAL ASSET MANAGEMENT, INC. 312 - 2023-12-31 38,317 $2,401,000 -3,100
   First Command Bank 33 - 2023-06-30 37,344 $2,346,000 -3,120
   First Command Financial Services Inc. 33 - 2023-06-30 37,344 $2,346,000 -3,120
   Schaeffer Financial LLC 9 - 2023-12-31 37,303 $2,337,000 -49,171
   FDX ADVISORS, INC. 130 - 2023-12-31 37,063 $2,322,000 -2,532
   WCG Wealth Advisors LLC 121 - 2023-12-31 36,935 $2,314,000 -422
  100 Records found
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