POWERSHARES ETF TRUST's ticker is PRFXXXX and the CUSIP is 73935X583.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $334,000 | -6.2% | 3,028 | -3.3% | 0.02% | -11.1% |
| Q4 2017 | $356,000 | -40.7% | 3,132 | -44.1% | 0.03% | -44.9% |
| Q3 2017 | $600,000 | +8.5% | 5,601 | +4.7% | 0.05% | -5.8% |
| Q2 2017 | $553,000 | -2.5% | 5,349 | -3.2% | 0.05% | -5.5% |
| Q1 2017 | $567,000 | +2.7% | 5,528 | -0.3% | 0.06% | -8.3% |
| Q4 2016 | $552,000 | -20.3% | 5,546 | -25.1% | 0.06% | -26.8% |
| Q3 2016 | $693,000 | +16.3% | 7,404 | +12.4% | 0.08% | +5.1% |
| Q2 2016 | $596,000 | +4.6% | 6,589 | +1.8% | 0.08% | 0.0% |
| Q1 2016 | $570,000 | +4.6% | 6,471 | +3.2% | 0.08% | +2.6% |
| Q4 2015 | $545,000 | -1.8% | 6,273 | -6.4% | 0.08% | -13.6% |
| Q3 2015 | $555,000 | -0.5% | 6,699 | +8.9% | 0.09% | +14.3% |
| Q2 2015 | $558,000 | -12.3% | 6,153 | -11.7% | 0.08% | -8.3% |
| Q1 2015 | $636,000 | -21.6% | 6,965 | -21.5% | 0.08% | -21.5% |
| Q4 2014 | $811,000 | – | 8,867 | – | 0.11% | – |
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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% |