POWERSHARES ETF TRUST's ticker is PRFXXXX and the CUSIP is 73935X583.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $2,266,000 | 0.0% | 20,561 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $2,266,000 | -11.0% | 20,561 | -8.3% | 0.02% | -12.5% |
| Q4 2017 | $2,545,000 | +2.4% | 22,411 | -3.4% | 0.02% | -11.1% |
| Q3 2017 | $2,486,000 | -1.3% | 23,196 | -4.8% | 0.03% | -10.0% |
| Q2 2017 | $2,519,000 | -2.4% | 24,377 | -3.3% | 0.03% | -9.1% |
| Q1 2017 | $2,581,000 | -8.4% | 25,216 | -11.0% | 0.03% | -15.4% |
| Q4 2016 | $2,819,000 | +3.4% | 28,341 | -2.7% | 0.04% | -4.9% |
| Q3 2016 | $2,727,000 | +9.1% | 29,131 | +5.5% | 0.04% | +2.5% |
| Q2 2016 | $2,499,000 | +0.8% | 27,608 | -2.0% | 0.04% | -9.1% |
| Q1 2016 | $2,479,000 | -14.0% | 28,184 | -15.0% | 0.04% | -17.0% |
| Q4 2015 | $2,883,000 | -37.1% | 33,176 | -40.0% | 0.05% | -44.2% |
| Q3 2015 | $4,584,000 | -15.9% | 55,255 | -8.1% | 0.10% | -5.9% |
| Q2 2015 | $5,453,000 | -12.3% | 60,142 | -11.7% | 0.10% | -15.1% |
| Q1 2015 | $6,220,000 | +34.7% | 68,125 | +34.9% | 0.12% | +16.7% |
| Q4 2014 | $4,617,000 | +29.7% | 50,492 | +24.6% | 0.10% | +5.2% |
| Q3 2014 | $3,561,000 | +30.1% | 40,511 | +30.8% | 0.10% | +29.3% |
| Q2 2014 | $2,738,000 | +14.4% | 30,965 | +9.5% | 0.08% | +7.1% |
| Q1 2014 | $2,394,000 | +89.0% | 28,284 | +85.1% | 0.07% | +79.5% |
| Q4 2013 | $1,267,000 | +46.0% | 15,278 | +32.8% | 0.04% | +34.5% |
| Q3 2013 | $868,000 | +1323.0% | 11,501 | +1254.7% | 0.03% | +1350.0% |
| Q2 2013 | $61,000 | – | 849 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tiedemann Wealth Management Holdings, LLC | 15,576 | $1,610,000 | 59.98% |
| Callan Capital, LLC | 644,014 | $66,572,000 | 25.18% |
| Kinsight, LLC | 379,412 | $39,220,000 | 22.28% |
| Arbor Investment Advisors, LLC | 364,068 | $37,634,000 | 18.57% |
| Carroll Financial Associates, Inc. | 1,097,384 | $113,436,000 | 13.72% |
| TEXAS CAPITAL BANCSHARES INC/TX | 54,039 | $5,586,000 | 12.66% |
| Geller Advisors LLC | 207,047 | $21,402,000 | 10.92% |
| Baystate Wealth Management LLC | 463,309 | $48,379,000 | 8.68% |
| Tillar-Wenstrup Advisors, LLC | 106,104 | $10,968,000 | 8.54% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 209,851 | $21,692,000 | 7.47% |