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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Granite Bay Wealth Management LLC 301 *Closed 2023-12-31 0 $0 -3,290
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 56 *Closed 2024-03-31 0 $0 -49,654
   SPRINGBOK CAPITAL MANAGEMENT LLC 974 *Closed 2023-12-31 0 $0 -7,760
   Harfst & Associates Inc. 37 *Closed 2024-03-31 0 $0 -20,616
   Financiere des Professionnels - Fonds dinvestissem 141 *Closed 2024-03-31 0 $0 -11,000
   Corundum Trust Company INC 40 *Closed 2023-09-30 0 $0 -3,693
   Berkshire Money Management Inc. 44 *Closed 2023-12-31 0 $0 -16,696
   Private Ocean LLC 476 *Closed 2024-03-31 0 $0 -1,000
   Briaud Financial Planning Inc 32 *Closed 2023-12-31 0 $0 -1,331
   V Wealth ManagementLLC 130 *Closed 2023-09-30 0 $0 -33,430
   TFO-TDC LLC 487 *Closed 2023-12-31 0 $0 -12,347
   WEISS MULTI-STRATEGY ADVISERS LLC 92 *Closed 2024-03-31 0 $0 -109,500
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 374 *Closed 2023-12-31 0 $0 -3,490
   Ignite Planners LLC 283 *Closed 2024-03-31 0 $0 -3,411
   Strategic Blueprint LLC 600 *Closed 2024-03-31 0 $0 -3,344
   Trexquant Investment LP 1469 *Closed 2023-12-31 0 $0 -4,658
   Cutler Group LP 892 *Closed 2024-03-31 0 $0 -127
   AMUNDI 1917 *Closed 2023-12-31 0 $0 -52,900
   BAKER AVENUE ASSET MANAGEMENT, LP 793 *Closed 2023-12-31 0 $0 -245
   VALICENTI ADVISORY SERVICES INC 82 *Closed 2024-03-31 0 $0 -38,436
   Kalos Management Inc. 241 *Closed 2023-06-30 0 $0 -3,001
   Mivtachim The Workers Social Insurance Fund Ltd. ( *Closed 2023-12-31 0 $0 -325,000
   Sound Financial Strategies Group LLC 70 *Closed 2023-12-31 0 $0 -19,470
   VERITABLE LP 206 *Closed 2023-09-30 0 $0 -8,007
   Kowal Investment Group LLC 184 *Closed 2024-03-31 0 $0 -13,986
   Retirement Group LLC 782 *Closed 2023-12-31 0 $0 -200
   PERSONAL CFO SOLUTIONS LLC 522 *Closed 2023-12-31 0 $0 -18,017
   EMFO LLC 304 *Closed 2023-12-31 0 $0 -670
   SAGE ADVISORY SERVICES, LTD.CO. 50 *Closed 2024-03-31 0 $0 -194,649
   NorthCrest Asset Manangement LLC 506 *Closed 2024-03-31 0 $0 -43,985
   Ten Capital Wealth Advisors LLC 293 *Closed 2023-06-30 0 $0 -107
   ICONIQ CAPITAL, LLC 66 *Closed 2023-12-31 0 $0 -7,496
   TWO SIGMA INVESTMENTS LLC 3155 *Closed 2023-12-31 0 $0 -144,300
   Select Asset Management & Trust 64 *Closed 2023-12-31 0 $0 -28,693
   SILVER OAK SECURITIES Inc 510 *Closed 2023-12-31 0 $0 -9,819
   McGlone Suttner Wealth Management Inc. 649 *Closed 2024-03-31 0 $0 -125
   L.M. KOHN & COMPANY 276 *Closed 2024-03-31 0 $0 -4,844
   Kraft Davis & Associates LLC 139 *Closed 2023-12-31 0 $0 -5,372
   Coppell Advisory Solutions Corp. 1044 *Closed 2023-03-31 0 $0 -198
   Cornerstone Planning Group LLC 1047 *Closed 2023-12-31 0 $0 -56
   Security Financial Services INC. 191 *Closed 2024-03-31 0 $0 -10,219
   Independent Wealth Network Inc. 139 *Closed 2024-03-31 0 $0 -8,095
   Park Place Capital Corp 911 *Closed 2024-03-31 0 $0 -49
   KARLINSKI ANDREW C 51 *Closed 2022-12-31 0 $0 -51,962
   OLD MISSION CAPITAL LLC 1064 *Closed 2023-12-31 0 $0 -14,803
   Headlands Technologies LLC 1259 *Closed 2023-12-31 0 $0 -876
   Retireful LLC 113 *Closed 2024-03-31 0 $0 -33,776
   Carr Financial Group Corp 183 *Closed 2024-03-31 0 $0 -4,347
   MASSMUTUAL TRUST CO FSB/ADV 2075 *Closed 2024-03-31 0 $0 -167
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -618
   Latitude Advisors LLC 189 *Closed 2024-03-31 0 $0 -4,313
   Delos Wealth Advisors LLC 338 *Closed 2023-12-31 0 $0 -53,422
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1191 *Closed 2023-12-31 0 $0 -6,643
   Kovack Advisors Inc. 527 *Closed 2024-03-31 0 $0 -15,894
   Forum Financial Management LP 717 *Closed 2023-12-31 0 $0 -4,135
   FLOW TRADERS U.S. LLC 1154 *Closed 2023-12-31 0 $0 -132,452
   Oakworth Capital Inc. 697 *Closed 2024-03-31 0 $0 -1,000
   TWO SIGMA SECURITIES LLC 2004 *Closed 2023-12-31 0 $0 -9,321
   Berkeley Capital Partners LLC 157 *Closed 2023-12-31 0 $0 -3,616
   Vontobel Holding Ltd. 1186 *Closed 2023-12-31 0 $0 -9,401
   TWO SIGMA ADVISERS, LLC 2648 *Closed 2023-12-31 0 $0 -169,900
   APCM Wealth Management for Individuals 141 *Closed 2024-03-31 0 $0 -4
   KWMG LLC 136 *Closed 2024-03-31 0 $0 -3,990
   Teamwork Financial Advisors LLC 201 *Closed 2024-03-31 0 $0 -6,567
   HRT FINANCIAL LLC 2960 *Closed 2023-12-31 0 $0 -109,956
   Ford Financial Group Inc. 100 *Closed 2023-03-31 0 $0 -176,463
   Savior LLC 83 *Closed 2023-12-31 0 $0 -86
   Y-Intercept (Hong Kong) Ltd 1653 *Closed 2023-12-31 0 $0 -16,109
   CALDWELL SUTTER CAPITAL INC. 980 *Closed 2024-03-31 0 $0 -139
   PINEBRIDGE INVESTMENTS LTD 707 *Closed 2023-12-31 0 $0 -5,028
   Running Point Capital Advisors LLC 170 *Closed 2023-12-31 0 $0 0
   Schonfeld Strategic Advisors LLC 2117 *Closed 2023-12-31 0 $0 -135,786
   Well Done LLC 198 *Closed 2024-03-31 0 $0 -4,707
   HARBOR CAPITAL ADVISORS INC. 453 *Closed 2023-12-31 0 $0 -5,873
   Operose Advisors LLC 690 *Closed 2023-12-31 0 $0 -1,520
   Diametric Capital LP 381 *Closed 2023-12-31 0 $0 -26,229

  76 Records found
  1    
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