POWERSHARES ETF TRUST SP 500 QLTY PRT - 73935X682
Detailed investor-level table based on 13F positions.
Early Q2 2021 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Paragon Capital Management Ltd | History | New | 2,150,665 | 46,131 | 31.76% | — | 1 | +2,150,665 | New | Q2 2014 | Jul 07, 2014 |
| Evensky & Katz LLC | History | New | 604,706 | 12,970 | 4.87% | — | 2 | +604,706 | New | Q2 2014 | Jul 24, 2014 |
| LPL Financial LLC | History | New | 112,978 | 2,423 | 0.01% | — | 3 | +112,978 | New | Q2 2014 | Aug 05, 2014 |
| MONTAG A & ASSOCIATES INC | History | New | 97,108 | 2,083 | 0.34% | — | 4 | +97,108 | New | Q2 2014 | Aug 06, 2014 |
| NEW ENGLAND SECURITIES CORP /MA/ | History | New | 45,142 | 968 | 0.34% | — | 5 | +45,142 | New | Q2 2014 | Aug 04, 2014 |
| Concert Wealth Management Inc. | History | New | 32,176 | 672 | 0.08% | — | 6 | +32,176 | New | Q2 2014 | Jul 31, 2014 |
| BURNS J W & CO INC/NY | History | New | 23,899 | 513 | 0.17% | — | 7 | +23,899 | New | Q2 2014 | Jul 02, 2014 |
| Commonwealth Equity Services, Inc | History | New | 10,014 | 215 | 0.0% | — | 8 | +10,014 | New | Q2 2014 | Jul 23, 2014 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 10,000 | 214 | 0.03% | — | 9 | +10,000 | New | Q2 2014 | Jul 17, 2014 |
| AMERICAN INTERNATIONAL GROUP INC | History | New | 8,777 | 188 | 0.0% | — | 10 | +8,777 | New | Q2 2014 | Aug 08, 2014 |
| PICTET ASSET MANAGEMENT LTD | History | New | 5,000 | 107 | 0.0% | — | 11 | +5,000 | New | Q2 2014 | Jul 31, 2014 |
| Regal Investment Advisors LLC | History | New | 3,832 | 82 | 0.03% | — | 12 | +3,832 | New | Q2 2014 | Aug 04, 2014 |
| SYNOVUS FINANCIAL CORP | History | New | 307 | 7 | 0.0% | — | 13 | +307 | New | Q2 2014 | Aug 01, 2014 |
| PIERSHALE FINANCIAL GROUP, INC. | History | New | 35 | 1 | 0.0% | — | 14 | +35 | New | Q2 2014 | Jul 17, 2014 |