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POWERSHARES ETF TR II
POWERSHARES ETF TR II. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 95 Institutional holders with a total value of $634,667,244.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 12,391,914 318,968,000 50.26%
2 UBS Group AG 3,410,401 87,784,000 13.83%
3 WELLS FARGO & COMPANY/MN 1,461,590 37,621,000 5.93%
4 TRUSTMARK BANK TRUST DEPARTMENT 1,259,961 32,432,000 5.11%
5 MORGAN STANLEY 1,064,794 27,408,000 4.32%
6 Archford Capital Strategies, LLC 21,971 24,817,420 3.91%
7 LPL Financial LLC 586,727 15,161,000 2.39%
8 ASSETMARK, INC 424,824 10,935,000 1.72%
9 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 350,711 9,027,000 1.42% PRN
10 BAIRD FINANCIAL GROUP, INC. 231,137 5,949,000 0.94%
11 Raymond James Financial Services Advisors, Inc. 203,980 5,250,000 0.83%
12 Transamerica Financial Advisors, LLC 174,778 4,499,000 0.71%
13 CARDAN CAPITAL PARTNERS, LLC 173,213 4,459,000 0.70%
14 STIFEL FINANCIAL CORP 144,718 3,725,000 0.59%
15 LADENBURG THALMANN FINANCIAL SERVICES INC. 140,059 3,605,000 0.57%
16 ENVESTNET ASSET MANAGEMENT INC 122,377 3,150,000 0.50%
17 NEWGATE CAPITAL MANAGEMENT LLC 96,908 2,488,000 0.39%
18 COMMERCE BANK 94,260 2,426,000 0.38%
19 ASHFORD CAPITAL MANAGEMENT INC 81,411 2,096,000 0.33%
20 First Allied Advisory Services, Inc. 75,334 1,935,000 0.30%
21 ROYAL BANK OF CANADA 74,601 1,921,000 0.30%
22 MSI Financial Services Inc 70,068 1,804,000 0.28%
23 RAYMOND JAMES & ASSOCIATES 64,450 1,659,000 0.26%
24 Commonwealth Equity Services, Inc 59,671 1,536,000 0.24%
25 AMERIPRISE FINANCIAL INC 58,070 1,485,000 0.23%
26 Asset Management Group, Inc. 57,475 1,479,000 0.23%
27 AMERICAN INTERNATIONAL GROUP, INC. 55,766 1,436,000 0.23%
28 Tortoise Investment Management, LLC 53,400 1,375,000 0.22%
29 Winslow, Evans & Crocker, Inc. 46,380 1,193,821 0.19%
30 NewSquare Capital LLC 44,071 1,134,000 0.18%
31 SYNOVUS FINANCIAL CORP 42,809 1,102,000 0.17%
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 30,254 779,000 0.12%
33 Pinnacle Advisory Group, Inc. 28,991 746,000 0.12%
34 FDx Advisors, Inc. 24,662 635,000 0.10%
35 TOWER SQUARE INVESTMENT MANAGEMENT, LLC 20,630 531,000 0.08%
36 IFP ADVISORS, INC 20,475 527,000 0.08%
37 BB&T SECURITIES, LLC 19,714 507,000 0.08%
38 Cambridge Investment Research Advisors, Inc. 19,457 501,000 0.08%
39 Yellowstone Partners, LLC 18,645 480,000 0.08%
40 FIRST TRUST ADVISORS LP 17,445 449,000 0.07%
41 Partnervest Advisory Services LLC 17,335 446,000 0.07%
42 SNOWDEN CAPITAL ADVISORS LLC 16,383 421,710 0.07%
43 MANUFACTURERS LIFE INSURANCE COMPANY, THE 16,337 420,000 0.07%
44 Investors Capital Advisory Services 15,314 394,000 0.06%
45 Atria Investments, Inc 15,178 391,000 0.06%
46 KWMG, LLC 14,401 371,000 0.06%
47 BANK OF THE WEST 14,294 368,000 0.06%
48 BOSTON ADVISORS LLC 14,035 361,000 0.06%
49 Concert Wealth Management Inc. 14,018 360,000 0.06%
50 Neumann Capital Management, LLC 13,450 346,000 0.05%
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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.