Dark
Light
System
Security
POWERSHARES ETF TR II
POWERSHARES ETF TR II. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 42 Institutional holders with a total value of $8,546,157.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AVIANCE CAPITAL MANAGEMENT, LLC 111,704 1,403,000 16.42%
2 Clean Yield Group 90,250 1,134,000 13.27%
3 BOKF, NA 51,144 642,000 7.51%
4 GOLDMAN SACHS GROUP INC 49,078 617,000 7.22%
5 UBS Group AG 44,017 553,000 6.47%
6 WELLS FARGO & COMPANY/MN 41,516 522,000 6.11%
7 MORGAN STANLEY 35,465 446,000 5.22%
8 Edelman Financial Services, LLC 34,609 435,000 5.09%
9 Commonwealth Equity Services, Inc 34,433 433,000 5.07%
10 Highmount Capital, LLC 30,300 381,000 4.46%
11 BANK OF AMERICA CORP /DE/ 28,007 351,000 4.11%
12 Creative Planning 22,098 278,000 3.25%
13 ROYAL BANK OF CANADA 19,657 247,000 2.89%
14 LPL Financial LLC 17,950 227,000 2.66%
15 Parsec Financial Management, Inc. 13,365 168,000 1.97%
16 Dakota Wealth Management 12,700 160,000 1.87%
17 BARCLAYS PLC 8,000 96,000 1.12%
18 GLENMEDE TRUST CO NA 6,500 81,000 0.95%
19 AXA S.A. 4,750 60,000 0.70%
20 Hoxton Financial, Inc. 4,629 58,000 0.68%
21 AMERICAN INTERNATIONAL GROUP, INC. 3,979 49,984 0.58%
22 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,053 38,000 0.44%
23 Ironwood Financial, llc 2,561 32,000 0.37%
24 Genesis Wealth Advisors, LLC 1,474 18,646 0.22%
25 PNC FINANCIAL SERVICES GROUP, INC. 1,357 17,000 0.20%
26 THOMAS WHITE INTERNATIONAL LTD 1,106 14,000 0.16%
27 HOWE & RUSLING INC 1,000 13,000 0.15%
28 Compagnie Lombard Odier SCmA 900 11,000 0.13%
29 Alexandria Capital, LLC 600 8,000 0.09%
30 FIFTH THIRD BANCORP 615 8,000 0.09%
31 GUPTA WEALTH MANAGEMENT LLC 600 8,000 0.09%
32 WHITTIER TRUST CO 580 7,000 0.08%
33 WFG Advisors, LP 500 6,000 0.07%
34 MSI Financial Services Inc 300 4,000 0.05%
35 CT Financial Advisors LLC 281 3,527 0.04%
36 Financial Management Professionals, Inc. 200 3,000 0.04%
37 NEXT Financial Group, Inc 300 3,000 0.04%
38 Sandy Spring Bank 200 3,000 0.04%
39 ADIRONDACK TRUST CO 200 3,000 0.04%
40 CITIGROUP INC 133 2,000 0.02%
41 US BANCORP \DE\ 236 2,000 0.02%
42 Parallax Volatility Advisers, L.P. 1 0 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.