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POWERSHARES ETF TRUST
POWERSHARES ETF TRUST. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 38 Institutional holders with a total value of $218,164,163.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Paragon Capital Management Ltd 2,131,152 45,990,256 21.08%
2 BANK OF AMERICA CORP /DE/ 2,117,945 45,705,000 20.95%
3 ENVESTNET ASSET MANAGEMENT INC 1,593,655 34,391,000 15.76%
4 SFMG, LLC 1,350,013 29,133,000 13.35%
5 WELLS FARGO & COMPANY/MN 666,438 14,381,000 6.59%
6 Evensky & Katz LLC 606,109 13,080,000 6.00%
7 Orion Porfolio Solutions, LLC 461,000 9,948,000 4.56%
8 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 278,293 6,006,000 2.75%
9 MORGAN STANLEY 274,030 5,913,000 2.71%
10 LPL Financial LLC 120,050 2,560,000 1.17%
11 PARAMETRIC PORTFOLIO ASSOCIATES LLC 100,115 2,160,000 0.99%
12 MONTAG A & ASSOCIATES INC 92,158 1,989,000 0.91%
13 NEW ENGLAND SECURITIES CORP /MA/ 46,830 1,011,000 0.46%
14 ATHERTON LANE ADVISERS, LLC 43,015 928,000 0.43%
15 Concert Wealth Management Inc. 31,354 674,000 0.31%
16 BURNS J W & CO INC/NY 26,044 562,000 0.26%
17 Argentus Capital Management, LLC 25,610 553,000 0.25%
18 Kovack Advisors, Inc. 23,000 496,000 0.23%
19 Evanson Asset Management, LLC 18,255 394,000 0.18%
20 SG Americas Securities, LLC 15,090 326,000 0.15%
21 FIRST AMERICAN TRUST, FSB 14,604 315,000 0.14%
22 Cambridge Investment Research Advisors, Inc. 11,535 249,000 0.11%
23 LEAVELL INVESTMENT MANAGEMENT, INC. 10,000 216,000 0.10%
24 Timber Hill LLC 9,948 215,000 0.10%
25 UBS AG 9,917 214,000 0.10%
26 Commonwealth Equity Services, Inc 9,730 210,000 0.10%
27 LADENBURG THALMANN FINANCIAL SERVICES INC. 6,376 138,000 0.06%
28 Creative Planning 5,541 120,000 0.06%
29 Regal Investment Advisors LLC 4,775 103,000 0.05%
30 AMERICAN INTERNATIONAL GROUP, INC. 2,498 53,907 0.02%
31 ROYAL BANK OF CANADA 1,876 40,000 0.02%
32 NEXT Financial Group, Inc 1,446 31,000 0.01%
33 AMERIPRISE FINANCIAL INC 1,367 29,000 0.01%
34 CITIGROUP INC 600 13,000 0.01%
35 SYNOVUS FINANCIAL CORP 307 7,000 0.00%
36 MANAGED ACCOUNT ADVISORS LLC 234 5,000 0.00%
37 MSI Financial Services Inc 200 4,000 0.00%
38 PIERSHALE FINANCIAL GROUP, INC. 36 1,000 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.