POWERSHARES ETF TRUST - 73935X716
Detailed investor-level table based on 13F positions.
Early Q1 2020 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Country Club Trust Company, n.a. | History | Added to | 758,339 | 14,659 | 1.92% | 1.83% | 1 | +45,128 | 6.33% | Q2 2014 | Jul 15, 2014 |
| LPL Financial LLC | History | Added to | 525,865 | 10,165 | 0.06% | 0.05% | 2 | +55,388 | 11.77% | Q2 2014 | Aug 05, 2014 |
| Capital Investment Advisors, LLC | History | Added to | 462,211 | 8,935 | 1.02% | 1.05% | 3 | +5,248 | 1.15% | Q2 2014 | Jul 30, 2014 |
| Commonwealth Equity Services, Inc | History | Added to | 451,417 | 8,726 | 0.11% | 0.09% | 4 | +86,757 | 23.79% | Q2 2014 | Jul 23, 2014 |
| CREDIT SUISSE AG/ | History | Reduced | 278,979 | 5,393 | 0.0% | 0.01% | 5 | -24,408 | -8.05% | Q2 2014 | Aug 11, 2014 |
| AMERICAN INTERNATIONAL GROUP INC | History | Added to | 256,785 | 4,963 | 0.02% | 0.02% | 6 | +65,182 | 34.02% | Q2 2014 | Aug 08, 2014 |
| THOMASPARTNERS, INC. | History | Reduced | 167,741 | 3,243 | 0.07% | 0.08% | 7 | -5,993 | -3.45% | Q2 2014 | Jul 30, 2014 |
| MetLife Securities, Inc | History | Reduced | 147,246 | 2,846 | 0.38% | 0.39% | 8 | -2,044 | -1.37% | Q2 2014 | Aug 04, 2014 |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | History | Reduced | 140,758 | 2,721 | 0.29% | 0.37% | 9 | -41,041 | -22.57% | Q2 2014 | Jul 28, 2014 |
| National Planning Corp | History | Reduced | 125,827 | 2,432 | 0.19% | 0.2% | 10 | -1,450 | -1.14% | Q2 2014 | Jul 16, 2014 |
| INVESTMENT CENTERS OF AMERICA INC | History | Added to | 91,632 | 1,775 | 0.4% | 0.19% | 11 | +37,987 | 70.81% | Q2 2014 | Aug 05, 2014 |
| East Coast Asset Management, LLC. | History | Reduced | 64,163 | 1,240 | 0.68% | 0.73% | 12 | -4,431 | -6.46% | Q2 2014 | Jul 28, 2014 |
| SYNOVUS FINANCIAL CORP | History | Added to | 57,375 | 1,109 | 0.03% | 0.03% | 13 | +1,945 | 3.51% | Q2 2014 | Aug 01, 2014 |
| Private Advisor Group, LLC | History | Reduced | 52,126 | 1,008 | 0.09% | 0.1% | 14 | -107 | -0.2% | Q2 2014 | Aug 08, 2014 |
| Capital Advisors, Ltd. LLC | History | Added to | 43,553 | 842 | 0.47% | 0.35% | 15 | +11,154 | 34.43% | Q2 2014 | Jul 25, 2014 |
| RAYMOND JAMES TRUST N.A. | History | Added to | 41,750 | 807 | 0.09% | 0.06% | 16 | +14,705 | 54.37% | Q2 2014 | Aug 04, 2014 |
| Concert Wealth Management Inc. | History | Added to | 38,534 | 716 | 0.09% | 0.09% | 17 | +707 | 1.87% | Q2 2014 | Jul 31, 2014 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,506 | 628 | 0.02% | 0.02% | 18 | +4,577 | 16.39% | Q2 2014 | Jul 25, 2014 |
| ParenteBeard Wealth Management, LLC | History | Reduced | 28,406 | 549 | 0.24% | 0.27% | 19 | -1,493 | -4.99% | Q2 2014 | Jul 23, 2014 |
| NORTHSTAR INVESTMENT ADVISORS LLC | History | New | 24,505 | 474 | 0.12% | — | 20 | +24,505 | New | Q2 2014 | Jul 30, 2014 |
| FIRST AMERICAN TRUST CO | History | Added to | 19,554 | 378 | 0.14% | 0.13% | 21 | +711 | 3.77% | Q2 2014 | Jul 09, 2014 |
| NEW ENGLAND SECURITIES CORP /MA/ | History | Reduced | 16,754 | 324 | 0.11% | 0.2% | 22 | -12,249 | -42.23% | Q2 2014 | Aug 04, 2014 |
| DUBUQUE BANK & TRUST CO | History | No change | 14,600 | 282 | 0.04% | 0.05% | 23 | 0 | 0.0% | Q2 2014 | Aug 11, 2014 |
| Essex Financial Services, Inc. | History | Added to | 13,490 | 261 | 0.08% | 0.06% | 24 | +2,689 | 24.9% | Q2 2014 | Jul 29, 2014 |
| Yorktown Management & Research Co Inc | History | No change | 12,400 | 240 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2014 | Jul 23, 2014 |
| ATRIA INVESTMENTS LLC | History | No change | 12,402 | 240 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2014 | Jul 21, 2014 |
| NewFocus Financial Group, LLC | History | New | 7,124 | 138 | 0.11% | — | 27 | +7,124 | New | Q2 2014 | Jul 23, 2014 |
| MUFG Americas Holdings Corp | History | Reduced | 5,200 | 101 | 0.0% | 0.01% | 28 | -7,618 | -59.43% | Q2 2014 | Aug 05, 2014 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 4,281 | 83 | 0.09% | 0.07% | 29 | +831 | 24.09% | Q2 2014 | Jul 09, 2014 |
| WealthTrust Fairport, LLC | History | New | 2,900 | 56 | 0.01% | — | 30 | +2,900 | New | Q2 2014 | Aug 08, 2014 |
| Carroll Financial Associates, Inc. | History | Added to | 2,000 | 39 | 0.01% | 0.01% | 31 | +1,000 | 100.0% | Q2 2014 | Aug 08, 2014 |
| Sandy Spring Bank | History | New | 1,400 | 27 | 0.0% | — | 32 | +1,400 | New | Q2 2014 | Aug 06, 2014 |
| FTB Advisors, Inc. | History | No change | 1,415 | 26 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2014 | Aug 07, 2014 |
| JNBA Financial Advisors | History | No change | 1,025 | 20 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2014 | Jul 24, 2014 |
| WEALTHFRONT INC | History | New | 500 | 10 | 0.0% | — | 35 | +500 | New | Q2 2014 | Jul 24, 2014 |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | History | No change | 288 | 6 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2014 | Jul 18, 2014 |
| TORONTO DOMINION BANK | History | No change | 200 | 4 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2014 | Aug 11, 2014 |
| Alexandria Capital, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2014 | Aug 01, 2014 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.05% | — | -7,063,730 | -100.0% | Q1 2014 | May 15, 2014 |
| CLS Investments, LLC | History | Closed out | 0 | 0 | — | 2.07% | — | -2,945,640 | -100.0% | Q1 2014 | May 13, 2014 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.01% | — | -1,615,223 | -100.0% | Q1 2014 | May 13, 2014 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.01% | — | -1,578,657 | -100.0% | Q1 2014 | May 15, 2014 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.01% | — | -1,056,948 | -100.0% | Q1 2014 | May 15, 2014 |
| UBS AG | History | Closed out | 0 | 0 | — | 0.01% | — | -767,842 | -100.0% | Q1 2014 | May 16, 2014 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.01% | — | -485,214 | -100.0% | Q1 2014 | May 15, 2014 |
| Raymond James Financial Services Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.5% | — | -462,219 | -100.0% | Q1 2014 | May 08, 2014 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -298,478 | -100.0% | Q1 2014 | May 14, 2014 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.06% | — | -274,945 | -100.0% | Q1 2014 | May 12, 2014 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.12% | — | -271,608 | -100.0% | Q1 2014 | May 06, 2014 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 1.51% | — | -256,351 | -100.0% | Q1 2014 | May 07, 2014 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -140,835 | -100.0% | Q1 2014 | May 14, 2014 |
| Windhaven Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -90,843 | -100.0% | Q1 2014 | May 20, 2014 |
| HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.01% | — | -83,411 | -100.0% | Q1 2014 | May 08, 2014 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.02% | — | -79,973 | -100.0% | Q1 2014 | Apr 11, 2014 |
| Placemark Investments, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -77,829 | -100.0% | Q1 2014 | May 09, 2014 |
| Cetera Advisor Networks LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -76,605 | -100.0% | Q1 2014 | May 15, 2014 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,736 | -100.0% | Q1 2014 | May 15, 2014 |
| Forest Hill Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -55,000 | -100.0% | Q1 2014 | May 15, 2014 |
| NGAM ADVISORS, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -54,196 | -100.0% | Q1 2014 | May 13, 2014 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -53,522 | -100.0% | Q1 2014 | May 05, 2014 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,556 | -100.0% | Q1 2014 | May 14, 2014 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,369 | -100.0% | Q1 2014 | May 15, 2014 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,115 | -100.0% | Q1 2014 | May 15, 2014 |
| RAYMOND JAMES & ASSOCIATES | History | Closed out | 0 | 0 | — | 0.0% | — | -29,976 | -100.0% | Q1 2014 | May 13, 2014 |
| LADENBURG THALMANN FINANCIAL SERVICES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,755 | -100.0% | Q1 2014 | May 15, 2014 |
| BAHL & GAYNOR INC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,970 | -100.0% | Q1 2014 | May 20, 2014 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,302 | -100.0% | Q1 2014 | May 15, 2014 |
| Investors Capital Advisory Services | History | Closed out | 0 | 0 | — | 0.06% | — | -14,946 | -100.0% | Q1 2014 | Apr 15, 2014 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -13,462 | -100.0% | Q1 2014 | May 15, 2014 |
| Verity & Verity, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,655 | -100.0% | Q1 2014 | May 21, 2014 |
| KMS FINANCIAL SERVICES, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,652 | -100.0% | Q1 2014 | Aug 08, 2014 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -11,200 | -100.0% | Q1 2014 | May 14, 2014 |
| PATTEN & PATTEN INC/TN | History | Closed out | 0 | 0 | — | 0.03% | — | -11,005 | -100.0% | Q1 2014 | Apr 24, 2014 |
| National Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,750 | -100.0% | Q1 2014 | May 02, 2014 |
| Amerivest Investment Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,943 | -100.0% | Q1 2014 | May 14, 2014 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,244 | -100.0% | Q1 2014 | May 13, 2014 |
| WFG Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -919 | -100.0% | Q1 2014 | Apr 24, 2014 |
| Partnervest Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -502 | -100.0% | Q1 2014 | May 12, 2014 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2014 | May 15, 2014 |