POWERSHARES ETF TRUST - 73935X856
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 138,338 | 6,047 | 0.52% | 0.61% | 1 | -16,862 | -10.86% | Q2 2014 | Jul 28, 2014 |
| SignalPoint Asset Management, LLC | History | Added to | 68,862 | 3,010 | 1.34% | 1.25% | 2 | +4,242 | 6.56% | Q2 2014 | Jul 17, 2014 |
| LPL Financial LLC | History | Reduced | 61,775 | 2,700 | 0.02% | 0.02% | 3 | -29,222 | -32.11% | Q2 2014 | Aug 05, 2014 |
| Hills Bank & Trust Co | History | Added to | 52,372 | 2,289 | 0.96% | 0.58% | 4 | +19,793 | 60.75% | Q2 2014 | Jul 31, 2014 |
| AMERICAN INTERNATIONAL GROUP INC | History | Reduced | 39,611 | 1,731 | 0.01% | 0.01% | 5 | -11,562 | -22.59% | Q2 2014 | Aug 08, 2014 |
| Commonwealth Equity Services, Inc | History | Added to | 34,027 | 1,487 | 0.02% | 0.02% | 6 | +5,163 | 17.89% | Q2 2014 | Jul 23, 2014 |
| YHB Investment Advisors, Inc. | History | No change | 24,615 | 1,076 | 0.26% | 0.26% | 7 | 0 | 0.0% | Q2 2014 | Jul 29, 2014 |
| Wharton Business Group, LLC | History | Added to | 23,853 | 1,043 | 0.12% | 0.07% | 8 | +2,380 | 11.08% | Q2 2014 | Aug 11, 2014 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT | History | No change | 18,670 | 816 | 0.11% | 0.1% | 9 | 0 | 0.0% | Q2 2014 | Jul 16, 2014 |
| Concert Wealth Management Inc. | History | Reduced | 18,969 | 804 | 0.1% | 0.1% | 10 | -638 | -3.25% | Q2 2014 | Jul 31, 2014 |
| WEBSTER BANK, N. A. | History | Reduced | 15,215 | 665 | 0.11% | 0.26% | 11 | -29,600 | -66.05% | Q2 2014 | Jul 09, 2014 |
| Ironsides Asset Advisors, LLC | History | New | 12,625 | 552 | 0.11% | — | 12 | +12,625 | New | Q2 2014 | Aug 05, 2014 |
| BANQUE PICTET & CIE SA | History | No change | 11,790 | 515 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2014 | Aug 06, 2014 |
| Neuberger Berman Group LLC | History | New | 8,325 | 364 | 0.0% | — | 14 | +8,325 | New | Q2 2014 | Aug 05, 2014 |
| Joel Isaacson & Co., LLC | History | No change | 6,890 | 301 | 0.09% | 0.1% | 15 | 0 | 0.0% | Q2 2014 | Jul 21, 2014 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 6,689 | 292 | 0.11% | 0.11% | 16 | -250 | -3.6% | Q2 2014 | Jul 23, 2014 |
| National Planning Corp | History | Added to | 6,079 | 266 | 0.02% | 0.02% | 17 | +263 | 4.52% | Q2 2014 | Jul 16, 2014 |
| BAIRD ROBERT W & CO INC /WI/ | History | New | 5,910 | 258 | 0.0% | — | 18 | +5,910 | New | Q2 2014 | Aug 08, 2014 |
| WAGNER BOWMAN MANAGEMENT CORP | History | Added to | 5,154 | 225 | 0.09% | 0.09% | 19 | +3 | 0.06% | Q2 2014 | Jul 21, 2014 |
| Moors & Cabot, Inc. | History | New | 5,014 | 219 | 0.04% | — | 20 | +5,014 | New | Q2 2014 | Aug 11, 2014 |
| Winslow, Evans & Crocker, Inc. | History | No change | 3,230 | 141 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2014 | Jul 16, 2014 |
| MetLife Securities, Inc | History | Added to | 2,420 | 106 | 0.01% | 0.0% | 22 | +1,750 | 261.19% | Q2 2014 | Aug 04, 2014 |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | History | New | 2,000 | 77 | 0.0% | — | 23 | +2,000 | New | Q2 2014 | Aug 06, 2014 |
| Advisors Preferred, LLC | History | Reduced | 1,646 | 71 | 0.04% | 0.15% | 24 | -6,316 | -79.33% | Q2 2014 | Jul 31, 2014 |
| Bartlett & Co. LLC | History | No change | 1,000 | 44 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2014 | Aug 01, 2014 |
| Financial Architects, Inc | History | New | 750 | 33 | 0.02% | — | 26 | +750 | New | Q2 2014 | Aug 06, 2014 |
| PRIVATE TRUST CO NA | History | No change | 700 | 31 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2014 | Jul 22, 2014 |
| REILLY FINANCIAL ADVISORS, LLC | History | No change | 600 | 27 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2014 | Jul 16, 2014 |
| Wunderlich Securities, Inc. | History | New | 610 | 26 | 0.02% | — | 30 | +610 | New | Q2 2014 | Jul 17, 2014 |
| Lehman Financial Resources, Inc. | History | No change | 600 | 26 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2014 | Aug 08, 2014 |
| Manchester Capital Management LLC | History | No change | 550 | 24 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2014 | Jul 31, 2014 |
| Madden Advisory Services, Inc. | History | No change | 400 | 17 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2014 | Aug 11, 2014 |
| NEW ENGLAND SECURITIES CORP /MA/ | History | Reduced | 375 | 16 | 0.01% | 0.01% | 33 | -50 | -11.76% | Q2 2014 | Aug 04, 2014 |
| EDELMAN FINANCIAL GROUP INC. | History | No change | 350 | 15 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2014 | Aug 08, 2014 |
| Blume Capital Management, Inc. | History | No change | 350 | 15 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2014 | Jul 29, 2014 |
| WASHINGTON TRUST BANK | History | New | 321 | 14 | 0.0% | — | 36 | +321 | New | Q2 2014 | Aug 08, 2014 |
| DAVIDSON D A & CO | History | No change | 281 | 12 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2014 | Jul 29, 2014 |
| Beacon Capital Management, Inc. | History | No change | 150 | 7 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2014 | Jul 14, 2014 |
| Apriem Advisors | History | No change | 100 | 4 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2014 | Aug 11, 2014 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | History | No change | 42 | 2 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2014 | Jul 21, 2014 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.01% | — | -559,140 | -100.0% | Q1 2014 | May 13, 2014 |
| UBS AG | History | Closed out | 0 | 0 | — | 0.02% | — | -420,817 | -100.0% | Q1 2014 | May 16, 2014 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.01% | — | -331,502 | -100.0% | Q1 2014 | May 15, 2014 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.01% | — | -283,476 | -100.0% | Q1 2014 | May 15, 2014 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -106,779 | -100.0% | Q1 2014 | May 14, 2014 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -103,071 | -100.0% | Q1 2014 | May 15, 2014 |
| NIEMANN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 2.78% | — | -98,154 | -100.0% | Q1 2014 | May 07, 2014 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -77,329 | -100.0% | Q1 2014 | May 15, 2014 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -68,101 | -100.0% | Q1 2014 | May 15, 2014 |
| KCG Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -63,091 | -100.0% | Q1 2014 | May 15, 2014 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -45,444 | -100.0% | Q1 2014 | May 22, 2014 |
| RAYMOND JAMES & ASSOCIATES | History | Closed out | 0 | 0 | — | 0.01% | — | -34,239 | -100.0% | Q1 2014 | May 13, 2014 |
| WFG Advisors, LP | History | Closed out | 0 | 0 | — | 0.26% | — | -31,597 | -100.0% | Q1 2014 | Apr 24, 2014 |
| Newman Dignan & Sheerar, Inc. | History | Closed out | 0 | 0 | — | 0.93% | — | -31,525 | -100.0% | Q1 2014 | May 07, 2014 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -24,810 | -100.0% | Q1 2014 | May 14, 2014 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -23,596 | -100.0% | Q1 2014 | May 15, 2014 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,242 | -100.0% | Q1 2014 | May 12, 2014 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -21,639 | -100.0% | Q1 2014 | May 14, 2014 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,709 | -100.0% | Q1 2014 | May 15, 2014 |
| LADENBURG THALMANN FINANCIAL SERVICES INC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,487 | -100.0% | Q1 2014 | May 15, 2014 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -12,280 | -100.0% | Q1 2014 | May 15, 2014 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,864 | -100.0% | Q1 2014 | May 14, 2014 |
| SUNTRUST BANKS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,545 | -100.0% | Q1 2014 | May 14, 2014 |
| TOWER TRUST Co | History | Closed out | 0 | 0 | — | 0.21% | — | -8,142 | -100.0% | Q1 2014 | May 08, 2014 |
| Cetera Advisor Networks LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,717 | -100.0% | Q1 2014 | May 15, 2014 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,968 | -100.0% | Q1 2014 | May 15, 2014 |
| OPTIMUM INVESTMENT ADVISORS | History | Closed out | 0 | 0 | — | 0.11% | — | -6,865 | -100.0% | Q1 2014 | May 01, 2014 |
| Carnegie Capital Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,800 | -100.0% | Q1 2014 | May 08, 2014 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,729 | -100.0% | Q1 2014 | Apr 29, 2014 |
| MANAGED ACCOUNT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,525 | -100.0% | Q1 2014 | May 15, 2014 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,821 | -100.0% | Q1 2014 | May 09, 2014 |
| MURPHY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,220 | -100.0% | Q1 2014 | Apr 25, 2014 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,571 | -100.0% | Q1 2014 | May 14, 2014 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,006 | -100.0% | Q1 2014 | May 09, 2014 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2014 | May 15, 2014 |
| Legg Mason Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q1 2014 | May 15, 2014 |
| First City Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -625 | -100.0% | Q1 2014 | May 19, 2014 |
| MUFG Americas Holdings Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q1 2014 | May 05, 2014 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2014 | Apr 11, 2014 |