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Get Institutions for : 
Powershares S&p 500 Momentum Portfolio (SPMO)  
$81.20 0.45 (0.56%) as of 4:30 Mon 5/20


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    3
Total shares held : 
 2,002,183  
% of shares held : 
 14.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -124,809  
% of shares held change : 
   -0.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $57.28  
Last Quarter's Ending Price : 
 $65.50  
Last Quarter's Average Price : 
 $60.46  
Change from last quarter's     
avg. price to the last closing  : 
20.74 (34.3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 94,739
 4.73%
 
Increased Positions :
19
 94,234
 4.71%
 
Unchanged Positions :
16
 90,429
 4.52%
 
Decreased Positions :
16
-118,464
-5.92%
 
Closed Positions :
10
-195,318
-9.76%
 
Guru Positions :
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
   CLARK CAPITAL MANAGEMENT GROUP INC 15 *New 2024-03-31 1,654,564 $132,729,000 1,654,564
   Orion Portfolio Solutions LLC 29 *New 2024-03-31 573,576 $46,012,000 573,576
   Advance Capital Management Inc. 5 *New 2024-03-31 463,822 $37,208,000 463,822
   Family Investment Center Inc. 4 *New 2024-03-31 277,696 $22,277,000 277,696
   Fortis Group Advisors LLC 3 *New 2024-03-31 217,273 $17,430,000 217,273
   Envestnet Portfolio Solutions Inc. 238 *New 2024-03-31 116,387 $9,337,000 116,387
   Cetera Investment Advisers 201 *New 2024-03-31 103,643 $8,314,000 103,643
   MML INVESTORS SERVICES LLC 511 *New 2024-03-31 88,530 $7,102,000 88,530
   SigFig Wealth Management LLC 53 *New 2024-03-31 62,442 $5,009,000 62,442
   WIN ADVISORS INC 16 *New 2024-03-31 61,718 $4,951,000 61,718
   Synergy Financial Management LLC 33 *New 2024-03-31 56,981 $4,571,000 56,981
   Atria Wealth Solutions Inc. 373 *New 2024-03-31 54,417 $4,365,000 54,417
   Centennial Wealth Advisory LLC 9 *New 2024-03-31 49,627 $3,981,000 49,627
   PRUDENTIAL FINANCIAL INC 1073 *New 2024-03-31 47,849 $3,838,000 47,849
   LINCOLN NATIONAL CORP 206 *New 2024-03-31 45,344 $3,638,000 45,344
   HIGHTOWER ADVISORS, LLC 1137 *New 2024-03-31 41,358 $3,329,000 41,358
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 27 *New 2024-03-31 41,313 $3,314,000 41,313
   TAP Consulting LLC 45 *New 2024-03-31 34,404 $2,760,000 34,404
   Lionsbridge Wealth Management LLC 21 *New 2024-03-31 31,730 $2,545,000 31,730
   STIFEL FINANCIAL CORP 1552 *New 2024-03-31 31,280 $2,509,000 31,280
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 63 *New 2024-03-31 29,898 $2,398,000 29,898
   Fulcrum Equity Management 7 *New 2024-03-31 21,634 $1,735,000 21,634
   PARK AVENUE SECURITIES LLC 457 *New 2024-03-31 21,289 $1,708,000 21,289
   WESPAC ADVISORS, LLC 26 *New 2024-03-31 20,436 $1,639,000 20,436
   HANSON MCCLAIN, INC. 342 *New 2024-03-31 19,715 $1,582,000 19,715
   Coppell Advisory Solutions Corp. 80 *New 2024-03-31 19,712 $1,581,000 19,712
   GSA CAPITAL PARTNERS LLP 229 *New 2024-03-31 18,514 $1,485,000 18,514
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 23 *New 2024-03-31 18,046 $1,448,000 18,046
   Colonial River Wealth Management LLC 46 *New 2024-03-31 14,312 $1,148,000 14,312
   Pensionmark Financial Group LLC 125 *New 2024-03-31 14,167 $1,136,000 14,167
   Endowment Wealth Management Inc. 33 *New 2024-03-31 13,163 $1,056,000 13,163
   Concurrent Investment Advisors LLC 369 *New 2024-03-31 12,483 $1,001,000 12,483
   ADVISORY SERVICES NETWORK, LLC 735 *New 2024-03-31 11,042 $886,000 11,042
   AE Wealth Management LLC 705 *New 2024-03-31 9,596 $770,000 9,596
   JANNEY MONTGOMERY SCOTT LLC 1778 *New 2024-03-31 8,010 $643,000 8,010
   Financial Partners Group Inc 103 *New 2024-03-31 6,294 $505,000 6,294
   New Century Financial Group LLC 96 *New 2024-03-31 6,209 $498,000 6,209
   Equitable Holdings Inc. 809 *New 2024-03-31 6,099 $489,000 6,099
   Atomi Financial Group Inc. 353 *New 2024-03-31 6,010 $482,000 6,010
   Goss Wealth Management LLC 1383 *New 2024-03-31 5,681 $456,000 5,681
   Csenge Advisory Group 460 *New 2024-03-31 5,578 $447,000 5,578
   PFG Advisors 428 *New 2024-03-31 5,477 $439,000 5,477
   MORNINGSTAR INVESTMENT SERVICES, INC. 251 *New 2024-03-31 5,343 $429,000 5,343
   BCJ Capital Management LLC 249 *New 2024-03-31 5,245 $421,000 5,245
   BB&T CORP 2073 *New 2024-03-31 5,138 $412,000 5,138
   LAKE STREET ADVISORS GROUP LLC 376 *New 2024-03-31 5,050 $405,000 5,050
   BlueChip Wealth Advisors LLC 84 *New 2024-03-31 4,597 $369,000 4,597
   HRT FINANCIAL LLC 1416 *New 2024-03-31 4,126 $330,000 4,126
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1367 *New 2024-03-31 4,000 $321,000 4,000
   CIBC WORLD MARKETS INC. 1028 *New 2024-03-31 3,956 $317,000 3,956
   Legacy Capital Group California Inc. 214 *New 2024-03-31 3,877 $311,000 3,877
   Virtue Capital Management LLC 307 *New 2024-03-31 3,498 $278,000 3,498
   Vigilare Wealth Management 76 *New 2024-03-31 3,456 $277,000 3,456
   Beacon Financial Advisory LLC 190 *New 2024-03-31 3,365 $270,000 3,365
   Strata Wealth Advisors LLC 67 *New 2024-03-31 3,095 $248,000 3,095
   J.W. COLE ADVISORS INC. 759 *New 2024-03-31 3,074 $247,000 3,074
   Worth Asset Management LLC 101 *New 2024-03-31 2,935 $235,000 2,935
   Foster Group Inc. 188 *New 2024-03-31 2,769 $222,000 2,769
   Brookstone Capital Management 850 *New 2024-03-31 2,668 $214,000 2,668
   Certified Advisory Corp 258 *New 2024-03-31 2,504 $201,000 2,504
   Spire Wealth Management 799 *New 2024-03-31 2,217 $178,000 2,217
   CWM LLC 1871 *New 2024-03-31 1,249 $100,000 1,249
   RICHARDSON FINANCIAL SERVICES INC. 225 *New 2024-03-31 746 $60,000 746
   YHB INVESTMENT ADVISORS, INC. 448 *New 2024-03-31 620 $50,000 620
   FMR LLC 3592 *New 2024-03-31 440 $35,000 440
   Global Trust Asset Management LLC 283 *New 2024-03-31 430 $34,000 430
   Continuum Advisory LLC 706 *New 2024-03-31 382 $30,000 382
   NATIONAL BANK OF CANADA /FI/ 1767 *New 2024-03-31 315 $25,000 315
   Emerald Investment Partners LLC 394 *New 2024-03-31 276 $22,000 276
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1729 *New 2024-03-31 253 $20,000 253
   Capital Investment Advisory Services LLC 754 *New 2024-03-31 239 $19,000 239
   VitalStone Financial LLC 276 *New 2024-03-31 120 $10,000 120
   Penserra Capital Management LLC 1027 *New 2024-03-31 96 $7,000 96
   Aptus Capital Advisors LLC 1071 *New 2024-03-31 58 $5,000 58
   PNC FINANCIAL SERVICES GROUP INC 3991 *New 2024-03-31 38 $3,000 38
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1567 *New 2024-03-31 31 $2,000 31
   HOLLENCREST SECURITIES LLC 896 *New 2024-03-31 20 $2,000 20
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 679 *New 2024-03-31 0 $0 0
  78 Records found
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