Institutional Ownership Stats

Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.

The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.

Quarter Institute Count Mean PPS Median PPS True Value PPS
Current Quarter 768 NaN 0.00 33.02
Previous Quarter 753 NaN 0.00 33.08

Institutional Ownership Counts

The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.

Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Current Quarter 48 129 30 89 69 36
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 4 2 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 8 1 14 11 13 9
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Past Week 0 0 0 0 0 0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

BlackRock Vanguard
Quarter Shares % Ownership PPS Shares % Ownership PPS
Current Quarter 4,934,794 1.02 33.25 14,751,204 3.06 33.09
Previous Quarter 4,934,794 1.02 33.25 14,741,749 3.06 33.08

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name Shares PPS
Cerberus Capital Management, L.P. 151,818,680 33.25
Lubert-adler Management Company, Lp 58,128,754 33.25
Vanguard Group Inc 7,406,986 33.25
Fortress Investment Group LLC 5,896,497 33.25
Fmr Llc 5,818,185 33.25
Massachusetts Financial Services Co /ma/ 5,263,993 33.25
BlackRock Inc. 4,928,873 33.25
MVCAX - MFS Mid Cap Value Fund A 3,528,974 33.25
Marshall Wace, Llp 2,412,887 33.25
Nuveen Asset Management, LLC 2,306,106 36.14
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,087,800 33.25
State Street Corp 2,050,690 33.25
Alyeska Investment Group, L.P. 1,799,125 33.25
Millennium Management Llc 1,700,852 33.25
COWZ - Pacer US Cash Cows 100 ETF 1,667,286 31.28
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares 1,644,387 33.25
D. E. Shaw & Co., Inc. 1,620,033 33.25
Renaissance Technologies Llc 1,508,105 33.25
Private Management Group Inc 1,489,408 33.25
Citadel Advisors Llc 1,483,637 33.25

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name Shares PPS
Cerberus Capital Management, L.P. 151,818,680 33.25
Lubert-adler Management Company, Lp 58,128,754 33.25
Vanguard Group Inc 7,406,986 33.25
Fortress Investment Group LLC 5,896,497 33.25
Fmr Llc 5,818,185 33.25
Massachusetts Financial Services Co /ma/ 5,263,993 33.25
BlackRock Inc. 4,928,873 33.25
MVCAX - MFS Mid Cap Value Fund A 3,528,974 33.25
Marshall Wace, Llp 2,412,887 33.25
Nuveen Asset Management, LLC 2,306,106 36.14
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,087,800 33.25
State Street Corp 2,050,690 33.25
Alyeska Investment Group, L.P. 1,799,125 33.25
Millennium Management Llc 1,700,852 33.25
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares 1,644,387 33.25
D. E. Shaw & Co., Inc. 1,620,033 33.25
Renaissance Technologies Llc 1,508,105 33.25
Private Management Group Inc 1,489,408 33.25
Citadel Advisors Llc 1,483,637 33.25
Geode Capital Management, Llc 1,459,768 33.25

 

Recent Quarter Analysis

Name Shares PPS
FBGRX - Fidelity Blue Chip Growth Fund 990,842 31.28
CSMEX - Carillon Scout Mid Cap Fund Class A 887,000 31.28
FEQIX - Fidelity Equity-Income Fund 468,043 31.28
FLVCX - Fidelity Leveraged Company Stock Fund 346,200 31.28
FSMVX - Fidelity Mid Cap Value Fund 288,600 31.28
FSTRX - Federated MDT Large Cap Value Fund Class A Shares 177,115 31.28
FLSAX - Fidelity Advisor Leveraged Company Stock Fund Class A 173,300 31.28
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 133,429 31.28
PRF - Invesco FTSE RAFI US 1000 ETF 132,981 31.28
FBCGX - Fidelity Blue Chip Growth K6 Fund 122,923 31.28
FSBDX - Fidelity Series Blue Chip Growth Fund 118,900 31.28
Wealthfront Advisers Llc 103,135 26.72
FULVX - Fidelity U.S. Low Volatility Equity Fund 93,700 31.28
FNY - First Trust Mid Cap Growth AlphaDEX Fund 70,151 31.28
Junson Asset Management (Hong Kong) Ltd 62,096 26.72
AFAVX - AMG River Road Focused Absolute Value Fund CLASS I SHARES 60,368 31.27
TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 54,100 31.28
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 35,566 30.56
FZILX - Fidelity ZERO International Index Fund 29,821 31.29
Polianta Ltd 23,400 26.71
Name Shares PPS
D. E. Shaw & Co., Inc. 1,620,033 33.25
Bank Of America Corp /de/ 1,390,950 33.25
Two Sigma Investments, Lp 469,480 33.25
Two Sigma Investments, Lp 469,480 33.25
HAP Trading, LLC 227,700 0.48
Tudor Investment Corp Et Al 219,477 33.25
Tudor Investment Corp Et Al 219,477 33.25
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 131,677 30.95
PEAK6 Investments LLC 75,400 33.25
Squarepoint Ops LLC 58,653 33.25
CAMG Solamere Management, LLC 51,391 31.13
Walleye Trading LLC 37,900 33.25
IPLIX - Voya Index Plus LargeCap Portfolio Class I 34,899 31.12
Aquila Investment Management LLC 30,000 33.27
Symmetry Partners, LLC 19,531 33.23
IPMIX - Voya Index Plus MidCap Portfolio Class I 16,793 31.14
Marshall Wace North America L.P. 16,342 31.15
BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund 15,428 31.11
Integrated Investment Consultants, LLC 14,654 33.23
PWC - Invesco Dynamic Market ETF 10,090 28.15
Private Advisor Group, LLC 7,776 33.31
Capital Investment Advisory Services, LLC 7,000 33.29
MAI Capital Management 6,717 33.20
Commonwealth Equity Services, Llc 6,199 33.23
IBPIX - Voya Balanced Portfolio Class I 4,643 31.23
ADMQX - 361 Domestic Long/Short Equity Fund Investor Class 2,543 28.31
FVCIX - Fidelity Flex Large Cap Value II Fund 1,925 28.05
Berman Capital Advisors, LLC 1,824 30.70
MML Series Investment Fund II - MML Equity Rotation Fund Class II 1,445 31.14
IFP Advisors, Inc 100 30.00
Mirabella Financial Services Llp
GONIX - Gotham Neutral Fund Institutional Class
Deprince Race & Zollo Inc
Leverage Partners Absolute Return Fund SPC
Legato Capital Management LLC
Skandinaviska Enskilda Banken AB (publ)
Natixis Advisors, L.p.
New England Investment & Retirement Group, Inc.
Barry Investment Advisors, LLC
State of Tennessee, Treasury Department
Hohimer Wealth Management, Llc
Wade G W & Inc
Advisory Services Network, LLC
West Branch Capital LLC
Clear Street Markets Llc
Bayesian Capital Management, LP
Capital Analysts, Inc.
Itau Unibanco Holding S.A.
Snowden Capital Advisors LLC
Mirae Asset Global Investments Co., Ltd.
ACLEX - Nt Equity Growth Fund G Class
Weiss Asset Management LP
Twin Tree Management, LP
Candlestick Capital Management LP
AGF Investments LLC
BEQGX - Equity Growth Fund Investor Class
Barnett & Company, Inc.
Wolverine Trading, Llc
Mach-1 Financial Group, Inc.
Cinctive Capital Management LP
Qtron Investments LLC
Aigen Investment Management, Lp
Ergoteles LLC
Braun-Bostich & Associates Inc.
Sowell Financial Services LLC
Parallel Advisors, LLC
Schroder Investment Management Group
Panagora Asset Management Inc
Metropolitan Life Insurance Co/ny
Hrt Financial Lp
QWVPX - Clearwater Core Equity Fund
State Of Wisconsin Investment Board
Buckley Wealth Management, LLC
Petrus Trust Company, LTA
Horizon Investments, LLC
RAYD - Rayliant Quantitative Developed Market Equity ETF
Lingohr & Partner Asset Management GmbH
Prelude Capital Management, Llc
LHYAX - Lord Abbett High Yield Fund Class A
Great Lakes Advisors, Llc
People's United Financial, Inc.
Caption Management, LLC
Astrantus Ltd
Landscape Capital Management, L.l.c.
Lombard Odier Asset Management (USA) Corp
GARIX - Gotham Absolute Return Fund Institutional Class
Hsbc Holdings Plc
Agf Investments Inc.
XTX Topco Ltd
Sciencast Management LP
Ellevest, Inc.
FSMMX - FS Multi-Strategy Alternatives Fund Class A
Brigade Capital Management, Lp
Counterpoint Mutual Funds LLC
Wolverine Trading, Llc
Centiva Capital, LP
Colony Capital, Inc.
Winton Capital Group Ltd
GSSFX - Gotham Short Strategies Fund Institutional Class
Interval Partners, LP
Alan B. Lancz & Associates, Inc.
Wolverine Trading, Llc
Providence Capital Advisors, LLC
Seven Eight Capital, Lp
Meridian Wealth Partners, LLC
CIBC World Markets Inc.
CLARET ASSET MANAGEMENT Corp
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
Cohen Capital Management, Inc.
Caption Management, LLC
Redwood Investment Management, Llc
Ethic Inc.
Altshuler Shaham Ltd
DVLU - First Trust Dorsey Wright Momentum & Value ETF
Islet Management, LP
GWM Advisors LLC
Financial Advisory Service, Inc.
Janus Henderson Group Plc
Point72 Hong Kong Ltd
Lord, Abbett & Co. Llc
Northeast Financial Consultants Inc
DekaBank Deutsche Girozentrale
Teza Capital Management LLC
GENIX - Gotham Enhanced Return Fund Institutional Class
Rinkey Investments
Shay Capital LLC
Y-Intercept (Hong Kong) Ltd
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC Class A
BIVIX - Invenomic Fund Institutional Class shares 30.96
Name Current Shares Current PPS Previous Shares Previous PPS
River Road Asset Management, LLC 1,334,625 26.72 250,557 33.25
Scout Investments, Inc. 1,218,980 26.72 1,055,609 33.25
Transform Wealth, LLC 302,005 26.72 290,177 33.25
Beach Point Capital Management LP 246,839 26.72 253,225 33.25
American Assets Investment Management, LLC 100,000 26.72 100,000 33.25
44 Wealth Management Llc 84,844 26.72 86,019 33.25
State of Alaska, Department of Revenue 78,082 26.72 78,564 33.25
Renaissance Capital LLC 72,555 26.72 50,977 33.25
Truist Financial Corp 69,512 26.71 62,732 33.25
Bowling Portfolio Management LLC 58,234 26.72 37,979 33.26
Diligent Investors, LLC 57,510 26.73 57,910 33.24
Strs Ohio 52,823 26.71 50,173 33.24
Allspring Global Investments Holdings, LLC 42,661 26.70 429,756 33.25
American Trust Investment Advisors, LLC 36,245 26.71 36,295 33.26
Institute for Wealth Management, LLC. 24,740 26.72 24,740 33.27
Cambridge Investment Research Advisors, Inc. 12,692 26.71 8,808 33.27
Cedar Mountain Advisors, LLC 9,510 26.71 9,510 33.23
Ritholtz Wealth Management 9,165 26.73 8,026 33.27
Edmonds Duncan Registered Investment Advisors, LLC 8,588 26.67 8,588 33.30
Denali Advisors Llc 5,252 26.66 4,152 33.24
Name Current Shares Current PPS Previous Shares Previous PPS
COWZ - Pacer US Cash Cows 100 ETF 1,667,286 31.28 536,095 28.15
FDVLX - Fidelity Value Fund 933,200 31.28 901,400 28.15
TIGRX - TIAA-CREF Growth & Income Fund Institutional Class 856,124 31.28 807,791 28.15
FSMDX - Fidelity Mid Cap Index Fund 398,609 31.28 348,974 28.15
PBJ - Invesco Dynamic Food & Beverage ETF 276,490 31.28 102,275 28.15
CHTTX - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 250,330 31.28 195,789 28.15
SCHM - Schwab U.S. Mid-Cap ETF 246,792 30.55 233,688 29.15
FXG - First Trust Consumer Staples AlphaDEX Fund 244,500 31.28 175,695 28.15
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 127,927 31.28 120,775 28.15
FGSAX - Federated MDT Mid Cap Growth Fund Class A Shares 115,183 31.28 245,027 28.15
FNX - First Trust Mid Cap Core AlphaDEX Fund 115,072 31.28 52,169 28.16
FBLEX - Fidelity Series Stock Selector Large Cap Value Fund 104,700 31.28 258,500 28.15
FSAEX - Fidelity Series All-Sector Equity Fund 103,891 31.28 107,200 28.15
IYK - iShares U.S. Consumer Goods ETF 91,206 31.28 66,106 28.15
PSL - Invesco DWA Consumer Staples Momentum ETF 89,596 31.28 54,977 28.16
DESRX - DWS ESG Core Equity Fund Class R 80,312 30.56 81,331 29.15
SCHX - Schwab U.S. Large-Cap ETF 80,027 30.55 79,495 29.15
VT - Vanguard Total World Stock Index Fund ETF Shares 76,109 31.28 66,654 28.15
MFWTX - MFS Global Total Return Fund A 74,991 31.28 75,800 28.15
TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 74,889 31.29 66,742 28.15
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
COWZ - Pacer US Cash Cows 100 ETF 1,131,191 1,667,286 31.28 536,095 28.15 211.01
River Road Asset Management, LLC 1,084,068 1,334,625 26.72 250,557 33.25 432.66
PBJ - Invesco Dynamic Food & Beverage ETF 174,215 276,490 31.28 102,275 28.15 170.34
Scout Investments, Inc. 163,371 1,218,980 26.72 1,055,609 33.25 15.48
FXG - First Trust Consumer Staples AlphaDEX Fund 68,805 244,500 31.28 175,695 28.15 39.16
FNX - First Trust Mid Cap Core AlphaDEX Fund 62,903 115,072 31.28 52,169 28.16 120.58
CHTTX - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 54,541 250,330 31.28 195,789 28.15 27.86
FSMDX - Fidelity Mid Cap Index Fund 49,635 398,609 31.28 348,974 28.15 14.22
TIGRX - TIAA-CREF Growth & Income Fund Institutional Class 48,333 856,124 31.28 807,791 28.15 5.98
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 44,321 73,319 31.27 28,998 28.14 152.84
QAACX - Federated MDT All Cap Core Fund Class A Shares 42,388 56,627 31.27 14,239 28.16 297.69
PSL - Invesco DWA Consumer Staples Momentum ETF 34,619 89,596 31.28 54,977 28.16 62.97
FDVLX - Fidelity Value Fund 31,800 933,200 31.28 901,400 28.15 3.53
KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares 31,544 31,544 31.29 0 0.00
IYK - iShares U.S. Consumer Goods ETF 25,100 91,206 31.28 66,106 28.15 37.97
Renaissance Capital LLC 21,578 72,555 26.72 50,977 33.25 42.33
DFAC - Dimensional U.S. Core Equity 2 ETF 21,552 22,200 31.26 648 27.78 3325.93
Bowling Portfolio Management LLC 20,255 58,234 26.72 37,979 33.26 53.33
BRWAX - MFS Blended Research Growth Equity Fund A 15,752 26,396 30.53 10,644 29.12 147.99
SCHM - Schwab U.S. Mid-Cap ETF 13,104 246,792 30.55 233,688 29.15 5.61
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allspring Global Investments Holdings, LLC 387,095 42,661 26.70 429,756 33.25 -90.07
FBLEX - Fidelity Series Stock Selector Large Cap Value Fund 153,800 104,700 31.28 258,500 28.15 -59.50
FGSAX - Federated MDT Mid Cap Growth Fund Class A Shares 129,844 115,183 31.28 245,027 28.15 -52.99
LMUSX - QS U.S. Large Cap Equity Fund Class FI 21,548 10,294 30.50 31,842 29.14 -67.67
USCAX - Small Cap Stock Fund Shares 15,960 30,742 31.29 46,702 28.16 -34.17
RETL - Direxion Daily Retail Bull 3X Shares 12,236 15,646 31.25 27,882 28.15 -43.88
JPUS - JPMorgan Diversified Return U.S. Equity ETF 10,798 53,623 31.27 64,421 28.14 -16.76
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund 9,614 17,573 31.30 27,187 28.14 -35.36
FSLVX - Fidelity Stock Selector Large Cap Value Fund 7,400 5,300 31.32 12,700 28.19 -58.27
Beach Point Capital Management LP 6,386 246,839 26.72 253,225 33.25 -2.52
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor 5,469 62,998 31.29 68,467 28.14 -7.99
REBYX - U.S. Small Cap Equity Fund Class Y 4,916 48,593 31.28 53,509 28.14 -9.19
Spire Wealth Management 4,740 4,140 26.81 8,880 33.22 -53.38
FSAEX - Fidelity Series All-Sector Equity Fund 3,309 103,891 31.28 107,200 28.15 -3.09
JVAL - JPMorgan U.S. Value Factor ETF 2,937 28,121 31.29 31,058 28.14 -9.46
JMOM - JPMorgan U.S. Momentum Factor ETF 1,602 10,053 31.23 11,655 28.14 -13.75
JQUA - JPMorgan U.S. Quality Factor ETF 1,572 8,159 31.25 9,731 28.16 -16.15
44 Wealth Management Llc 1,175 84,844 26.72 86,019 33.25 -1.37
DESRX - DWS ESG Core Equity Fund Class R 1,019 80,312 30.56 81,331 29.15 -1.25
MFWTX - MFS Global Total Return Fund A 809 74,991 31.28 75,800 28.15 -1.07
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Rinkey Investments 0
Caption Management, LLC 0
Interval Partners, LP 0
Shay Capital LLC 0
Name Previous Calls
Proequities, Inc. 0
CenterStar Asset Management, LLC 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Wealthfront Advisers Llc 103,135 26.72
Junson Asset Management (Hong Kong) Ltd 62,096 26.72
Parametrica Management Ltd 16,886 26.77
Measured Wealth Private Client Group, LLC 7,529 26.70
Sandy Spring Bank 102 29.41
Geneos Wealth Management Inc. 100 20.00
Bogart Wealth, LLC 81 24.69
Steward Financial Group LLC 22
Name Shares PPS
Capital Investment Advisory Services, LLC 7,000 33.29
Name Current Shares Current PPS Previous Shares Previous PPS
River Road Asset Management, LLC 1,334,625 26.72 250,557 33.25
Beach Point Capital Management LP 246,839 26.72 253,225 33.25
American Assets Investment Management, LLC 100,000 26.72 100,000 33.25
44 Wealth Management Llc 84,844 26.72 86,019 33.25
Truist Financial Corp 69,512 26.71 62,732 33.25
Bowling Portfolio Management LLC 58,234 26.72 37,979 33.26
Strs Ohio 52,823 26.71 50,173 33.24
Allspring Global Investments Holdings, LLC 42,661 26.70 429,756 33.25
Institute for Wealth Management, LLC. 24,740 26.72 24,740 33.27
Edmonds Duncan Registered Investment Advisors, LLC 8,588 26.67 8,588 33.30
Denali Advisors Llc 5,252 26.66 4,152 33.24
Spire Wealth Management 4,140 26.81 8,880 33.22
Exchange Traded Concepts, Llc 520 26.92 371 32.35
Macroview Investment Management Llc 405 27.16 482 33.20
Name Current Shares Current PPS Previous Shares Previous PPS
SCHM - Schwab U.S. Mid-Cap ETF 246,792 30.55 233,688 29.15
DESRX - DWS ESG Core Equity Fund Class R 80,312 30.56 81,331 29.15
SCHX - Schwab U.S. Large-Cap ETF 80,027 30.55 79,495 29.15
SCHB - Schwab U.S. Broad Market ETF 51,243 30.54 48,093 29.15
SCHV - Schwab U.S. Large-Cap Value ETF 47,407 30.54 44,732 29.15
BRWAX - MFS Blended Research Growth Equity Fund A 26,396 30.53 10,644 29.12
BRUDX - MFS Blended Research Value Equity Fund A 25,042 30.55 25,418 29.15
LMUSX - QS U.S. Large Cap Equity Fund Class FI 10,294 30.50 31,842 29.14
SCHK - Schwab 1000 Index ETF 5,496 30.57 5,361 29.10
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I 2,901 30.68 2,687 29.03
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF 516 31.01 568 29.93
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
River Road Asset Management, LLC 1,084,068 1,334,625 26.72 250,557 33.25 432.66
Bowling Portfolio Management LLC 20,255 58,234 26.72 37,979 33.26 53.33
BRWAX - MFS Blended Research Growth Equity Fund A 15,752 26,396 30.53 10,644 29.12 147.99
SCHM - Schwab U.S. Mid-Cap ETF 13,104 246,792 30.55 233,688 29.15 5.61
Truist Financial Corp 6,780 69,512 26.71 62,732 33.25 10.81
SCHB - Schwab U.S. Broad Market ETF 3,150 51,243 30.54 48,093 29.15 6.55
SCHV - Schwab U.S. Large-Cap Value ETF 2,675 47,407 30.54 44,732 29.15 5.98
Strs Ohio 2,650 52,823 26.71 50,173 33.24 5.28
Denali Advisors Llc 1,100 5,252 26.66 4,152 33.24 26.49
SCHX - Schwab U.S. Large-Cap ETF 532 80,027 30.55 79,495 29.15 0.67
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I 214 2,901 30.68 2,687 29.03 7.96
Exchange Traded Concepts, Llc 149 520 26.92 371 32.35 40.16
SCHK - Schwab 1000 Index ETF 135 5,496 30.57 5,361 29.10 2.52
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allspring Global Investments Holdings, LLC 387,095 42,661 26.70 429,756 33.25 -90.07
LMUSX - QS U.S. Large Cap Equity Fund Class FI 21,548 10,294 30.50 31,842 29.14 -67.67
Beach Point Capital Management LP 6,386 246,839 26.72 253,225 33.25 -2.52
Spire Wealth Management 4,740 4,140 26.81 8,880 33.22 -53.38
44 Wealth Management Llc 1,175 84,844 26.72 86,019 33.25 -1.37
DESRX - DWS ESG Core Equity Fund Class R 1,019 80,312 30.56 81,331 29.15 -1.25
BRUDX - MFS Blended Research Value Equity Fund A 376 25,042 30.55 25,418 29.15 -1.48
Macroview Investment Management Llc 77 405 27.16 482 33.20 -15.98
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF 52 516 31.01 568 29.93 -9.15
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name