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	551	NaN	0.00	7.58
Previous Quarter	584	NaN	0.00	7.59

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	10	168	65	10	40	17
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	3	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	2	2	2	10	8	3
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	7,116,853	0.79	7.63	37,463,115	4.17	7.57
Previous Quarter	7,116,853	0.79	7.63	37,451,656	4.17	7.58

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
Apollo Management Holdings, L.P.	608,927,824	7.59
Mgg Investment Group Lp	25,479,000	7.59
Alliancebernstein L.p.	20,568,795	7.59
Ariel Investments, Llc	20,348,343	7.59
Vanguard Group Inc	18,580,954	7.59
Miller Value Partners, Llc	11,598,827	7.59
ARGFX - Ariel Fund Investor Class	10,325,388	7.59
LGOAX - Miller Opportunity Trust Class A	9,500,000	7.59
BlackRock Inc.	7,116,853	7.59
Partners Group Holding AG	6,652,530	7.59
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	6,154,906	7.59
Bank of New York Mellon Corp	5,942,219	7.59
NAESX - Vanguard Small-Cap Index Fund Investor Shares	5,279,225	7.59
Deprince Race & Zollo Inc	5,258,328	7.59
ABASX - AB Discovery Value Fund Class A	4,258,880	7.48
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc.	4,184,590	8.41
Dimensional Fund Advisors Lp	4,097,912	7.59
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares	3,474,291	7.59
State Street Corp	2,752,851	7.62
TRSSX - T. Rowe Price Institutional Small-Cap Stock Fund	2,145,771	8.41

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
Apollo Management Holdings, L.P.	608,927,824	7.59
Mgg Investment Group Lp	25,479,000	7.59
Alliancebernstein L.p.	20,568,795	7.59
Ariel Investments, Llc	20,348,343	7.59
Vanguard Group Inc	18,580,954	7.59
Miller Value Partners, Llc	11,598,827	7.59
ARGFX - Ariel Fund Investor Class	10,325,388	7.59
LGOAX - Miller Opportunity Trust Class A	9,500,000	7.59
BlackRock Inc.	7,116,853	7.59
Partners Group Holding AG	6,652,530	7.59
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	6,154,906	7.59
Bank of New York Mellon Corp	5,942,219	7.59
NAESX - Vanguard Small-Cap Index Fund Investor Shares	5,279,225	7.59
Deprince Race & Zollo Inc	5,258,328	7.59
ABASX - AB Discovery Value Fund Class A	4,258,880	7.31
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc.	4,184,590	8.41
Dimensional Fund Advisors Lp	4,097,912	7.59
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares	3,474,291	7.59
State Street Corp	2,752,851	7.62
TRSSX - T. Rowe Price Institutional Small-Cap Stock Fund	2,145,771	8.41

Recent Quarter Analysis

Recent Quarter 10 New Institutes added position

Name	Shares	PPS
AVFIX - American Beacon Small Cap Value Fund Institutional Class	2,142,714	6.85
REBYX - U.S. Small Cap Equity Fund Class Y	251,143	6.85
Harel Insurance Investments & Financial Services Ltd.	76,797	6.15
XHYI - BondBloxx USD High Yield Bond Industrial Sector ETF	15,000	1.00
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	7,185	6.82
CYPIX - Consumer Services Ultrasector Profund Investor Class	958	7.31
HDIV - QRAFT AI-Enhanced U.S. High Dividend ETF	864	6.94
Exchange Traded Concepts, Llc	864	5.79
Steward Financial Group LLC	82
ZHDG - ZEGA Buy and Hedge ETF	0

Recent Quarter 168 Institutes closed out their positions

Name	Shares	PPS
Miller Value Partners, Llc	11,598,827	7.59
CZA - Invesco Zacks Mid-Cap ETF	117,101	8.35
Two Sigma Investments, Lp	84,789	7.60
Two Sigma Investments, Lp	84,789	7.60
Landsberg, Bennett, & Dubbaneh LLC	74,749	8.17
Barclays Plc	74,445	7.59
SPRAX - Pgim Qma Mid-cap Value Fund Class A	38,777	8.36
TPWCX - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class	30,235	8.33
HAP Trading, LLC	22,200	0.36
Parametrica Management Ltd	19,119	7.58
First Mercantile Trust Co	18,490	8.11
Successful Portfolios LLC	10,729	7.55
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)	6,055	8.09
TCI Wealth Advisors, Inc.	484	8.26
Investmark Advisory Group LLC	396	7.58
STLV - iShares Factors US Value Style ETF	157	6.37
Ellevest, Inc.	112	8.93
Connor, Clark & Lunn Investment Management Ltd.
Greenvale Capital LLP
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1
Allianz Asset Management GmbH
Sciencast Management LP
Advisory Services Network, LLC
Capital Fund Management S.a.
Intrinsic Edge Capital Management LLC
Tradition Wealth Management, LLC
Bluefin Capital Management, Llc
Segantii Capital Management Ltd
Cardinal Capital Management, Inc.
Tarbox Family Office, Inc.
Quadrature Capital Ltd
Wolverine Asset Management Llc
Strategic Blueprint, LLC
Maverick Capital Ltd
DRW Securities, LLC
Geneos Wealth Management Inc.
Mrj Capital Inc
Sante Capital Fund, LP
Walleye Capital LLC
Symmetry Partners, LLC
Spears Abacus Advisors LLC
Hoese & Co LLP
PEAK6 Investments LLC
PHIYX - PIMCO High Yield Fund Institutional
Twin Tree Management, LP
Virginia Retirement Systems Et Al
Prime Capital Investment Advisors, LLC
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
Strs Ohio
Boundary Creek Advisors LP
Voloridge Investment Management, Llc
EVR Research LP
Parallax Volatility Advisers, L.P.
Dark Forest Capital Management Lp
Harbour Investments, Inc.
Ancora Advisors, LLC
ADMQX - 361 Domestic Long/Short Equity Fund Investor Class
USHY - iShares Broad USD High Yield Corporate Bond ETF
GDIAX - Goldman Sachs Short Duration Income Fund Class A
SBND - Columbia Short Duration Bond ETF
Alan B. Lancz & Associates, Inc.
Ergoteles LLC
Thompson Davis & Co., Inc.
Hrt Financial Lp
Caption Management, LLC
Concord Wealth Partners
TNHAX - 1290 High Yield Bond Fund Class A
JSDHX - JPMorgan Short Duration Core Plus Fund Class A
ULTRA SERIES FUND - High Income Fund Class I
GHYG - iShares US & Intl High Yield Corp Bond ETF
HYS - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
Bridgewater Associates, LP
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
Hanson & Doremus Investment Management
PYHIX - High Income Fund (f/k/a High Yield Fund I) Institutional Class
Aigen Investment Management, Lp
EUSB - iShares ESG Advanced Total USD Bond Market ETF
HYDW - Xtrackers Low Beta High Yield Bond ETF
ExodusPoint Capital Management, LP
SHYL - Xtrackers Short Duration High Yield Bond ETF
JJJ Advisors Inc.
AIIFX - Timber Point Alternative Income Fund Institutional Class Shares
BSJN - Invesco BulletShares 2023 High Yield Corporate Bond ETF
D.a. Davidson & Co.
CoreCap Advisors, LLC
Hudson Bay Capital Management LP
IASBX - Voya Short Term Bond Fund Class A
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
XTX Topco Ltd
Parallax Volatility Advisers, L.P.
Private Harbour Investment Management & Counsel, LLC
Barnett & Company, Inc.
American Trust
Blackrock Multi-sector Income Trust
GFSYX - Strategic Alternatives Fund Institutional
LZHOX - Lazard US Corporate Income Portfolio Open Shares
CVA Family Office, LLC
TCTRX - TIAA-CREF Short-Term Bond Fund Retail Class
IBHC - iShares iBonds 2023 Term High Yield and Income ETF
Levin Capital Strategies, L.p.
RFCI - RiverFront Dynamic Core Income ETF
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB
First Dallas Securities Inc.
Retirement Planning Co of New England, Inc.
Phocas Financial Corp.
BNP Paribas Asset Management Holding S.A.
Pacer Advisors, Inc.
Howe & Rusling Inc
PEAK6 Investments LLC
Panagora Asset Management Inc
TCOBX - Tactical Offensive Enhanced Fixed Income Fund
Metropolitan Life Insurance Co/ny
ANGL - VanEck Vectors Fallen Angel High Yield Bond ETF
PCIFX - PACE Intermediate Fixed Income Investments Class P
JNBAX - JPMorgan Income Builder Fund Class A
HYBB - iShares BB Rated Corporate Bond ETF
Twinbeech Capital Lp
JGIAX - JPMorgan Income Fund Class A
Old Mission Capital Llc
Neuberger Berman Group LLC
PEAK6 Investments LLC
Deutsche Bank Ag\
HighTower Advisors, LLC
ISTB - iShares Core 1-5 Year USD Bond ETF
HYLB - Xtrackers USD High Yield Corporate Bond ETF
SJNK - SPDR Bloomberg Barclays Short Term High Yield Bond ETF
JCPB - JPMorgan Core Plus Bond ETF
AMP Capital Investors Ltd
Antonetti Capital Management LLC
BDO Wealth Advisors, LLC
GLDYX - LOW-DURATION BOND FUND Institutional
Parkside Financial Bank & Trust
Northwestern Mutual Wealth Management Co
GBOAX - JPMorgan Global Bond Opportunities Fund Class A
SPHY - SPDR Portfolio High Yield Bond ETF
PGHY - Invesco Global Short Term High Yield Bond ETF
Nuveen High Income 2023 Target Term Fund
Blackrock Credit Allocation Income Trust
SHYG - iShares 0-5 Year High Yield Corporate Bond ETF
HYXF - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares
Alliancebernstein Global High Income Fund Inc
PTBD - Pacer Trendpilot US Bond ETF
Centiva Capital, LP
Allianzgi Convertible & Income 2024 Target Term Fund
Bell Investment Advisors, Inc
Norges Bank
WMS Partners, LLC
Blackrock Ltd Duration Income Trust
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A
Gerber Kawasaki Wealth & Investment Management
Td Asset Management Inc
J. W. Coons Advisors, LLC
FALN - iShares Fallen Angels USD Bond ETF
National Asset Management, Inc.
HYG - iShares iBoxx $ High Yield Corporate Bond ETF
Hodges Capital Management Inc.
AQRNX - AQR Multi-Asset Fund Class N
CWFIX - Chartwell Short Duration High Yield Fund
VPVHYDV - PIMCO High Yield Portfolio Administrative
Duality Advisers, Lp
Alberta Investment Management Corp
Lountzis Asset Management, Llc
JPHY - JPMorgan High Yield Research Enhanced ETF
IUSB - iShares Core Total USD Bond Market ETF
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio
ALHYX - AB Limited Duration High Income Portfolio Advisor Class
VASFX - Vanguard Alternative Strategies Fund Investor Shares	7.59

Recent Quarter 65 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FXR - First Trust Industrials/Producer Durables AlphaDEX Fund	1,751,324	6.85	1,122,043	7.59
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	923,357	6.85	923,357	7.59
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2	790,890	6.85	790,890	7.59
VYM - Vanguard High Dividend Yield Index Fund ETF Shares	605,496	6.85	607,350	7.59
Lee Danner & Bass Inc	488,572	6.15	471,424	7.59
RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S	427,599	6.85	396,493	7.59
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF	415,986	6.85	318,936	7.59
FSMDX - Fidelity Mid Cap Index Fund	387,702	6.85	362,554	7.59
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	307,982	6.85	230,548	7.59
FNX - First Trust Mid Cap Core AlphaDEX Fund	302,461	6.85	280,911	7.59
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	288,629	6.85	288,629	7.59
SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares	258,311	6.85	217,543	7.59
DFAT - Dimensional U.S. Targeted Value ETF	222,328	6.85	250,795	7.59
NUSC - Nuveen ESG Small-Cap ETF	187,499	6.85	173,628	7.59
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares	173,002	6.85	173,002	7.59
DFSTX - U.s. Small Cap Portfolio - Institutional Class	162,897	6.85	32,626	7.60
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	154,210	6.85	123,803	7.59
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	124,350	6.85	124,350	7.59
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	115,757	6.85	113,057	7.59
FNK - First Trust Mid Cap Value AlphaDEX Fund	98,531	6.85	78,367	7.59

Recent Quarter 10 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
ABASX - AB Discovery Value Fund Class A	4,258,880	7.48	4,258,880	7.31
FNDA - Schwab Fundamental U.S. Small Company Index ETF	863,643	7.48	590,953	7.31
SCHM - Schwab U.S. Mid-Cap ETF	354,744	7.48	347,392	7.31
SCHX - Schwab U.S. Large-Cap ETF	117,606	7.48	124,138	7.31
SCHB - Schwab U.S. Broad Market ETF	77,687	7.48	77,264	7.31
SCHV - Schwab U.S. Large-Cap Value ETF	66,605	7.48	66,077	7.31
SCHK - Schwab 1000 Index ETF	8,160	7.48	7,971	7.28
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	4,575	7.43	3,850	7.27
PBSM - Invesco PureBeta MSCI USA Small Cap ETF	1,352	7.40	1,149	6.96
WASHINGTON TRUST Co	155	6.45	175	5.71

Recent Quarter 40 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
FXR - First Trust Industrials/Producer Durables AlphaDEX Fund	629,281	1,751,324	6.85	1,122,043	7.59	56.08
FNDA - Schwab Fundamental U.S. Small Company Index ETF	272,690	863,643	7.48	590,953	7.31	46.14
DFSTX - U.s. Small Cap Portfolio - Institutional Class	130,271	162,897	6.85	32,626	7.60	399.29
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF	97,050	415,986	6.85	318,936	7.59	30.43
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	77,434	307,982	6.85	230,548	7.59	33.59
SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares	40,768	258,311	6.85	217,543	7.59	18.74
RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S	31,106	427,599	6.85	396,493	7.59	7.85
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	30,407	154,210	6.85	123,803	7.59	24.56
FSMDX - Fidelity Mid Cap Index Fund	25,148	387,702	6.85	362,554	7.59	6.94
FNX - First Trust Mid Cap Core AlphaDEX Fund	21,550	302,461	6.85	280,911	7.59	7.67
DFAS - Dimensional U.S. Small Cap ETF	21,334	33,343	6.84	12,009	7.58	177.65
FNK - First Trust Mid Cap Value AlphaDEX Fund	20,164	98,531	6.85	78,367	7.59	25.73
Lee Danner & Bass Inc	17,148	488,572	6.15	471,424	7.59	3.64
NUSC - Nuveen ESG Small-Cap ETF	13,871	187,499	6.85	173,628	7.59	7.99
JHSC - John Hancock Multifactor Small Cap ETF	12,038	36,170	6.86	24,132	7.58	49.88
DFAC - Dimensional U.S. Core Equity 2 ETF	9,873	70,572	6.84	60,699	7.59	16.27
SCHM - Schwab U.S. Mid-Cap ETF	7,352	354,744	7.48	347,392	7.31	2.12
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	6,084	71,850	6.85	65,766	7.59	9.25
FLCOX - Fidelity Large Cap Value Index Fund	6,034	42,823	6.84	36,789	7.58	16.40
PMPRX - MidCap Value Fund I R-3	5,788	11,748	6.81	5,960	7.55	97.11

Recent Quarter 17 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
DFAT - Dimensional U.S. Targeted Value ETF	28,467	222,328	6.85	250,795	7.59	-11.35
Allspring Global Investments Holdings, LLC	22,736	8,173	6.12	30,909	7.57	-73.56
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund	10,609	17,070	6.85	27,679	7.59	-38.33
SCHX - Schwab U.S. Large-Cap ETF	6,532	117,606	7.48	124,138	7.31	-5.26
Cambridge Investment Research Advisors, Inc.	6,234	10,739	6.15	16,973	7.60	-36.73
IYJ - iShares U.S. Industrials ETF	4,774	39,482	6.84	44,256	7.59	-10.79
Commonwealth Equity Services, Llc	4,219	16,753	6.15	20,972	7.58	-20.12
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional	4,023	25,316	6.83	29,339	7.60	-13.71
Gradient Investments LLC	1,900	4,085	6.12	5,985	7.52	-31.75
VYM - Vanguard High Dividend Yield Index Fund ETF Shares	1,854	605,496	6.85	607,350	7.59	-0.31
BKSE - BNY Mellon US Small Cap Core Equity ETF	1,274	3,060	6.86	4,334	7.61	-29.40
ISCV - iShares Morningstar Small-Cap Value ETF	1,245	29,738	6.86	30,983	7.58	-4.02
FIOOX - Fidelity Series Large Cap Value Index Fund	863	44,807	6.85	45,670	7.60	-1.89
ISCB - iShares Morningstar Small-Cap ETF	106	8,666	6.81	8,772	7.64	-1.21
IYY - iShares Dow Jones U.S. ETF	88	6,635	6.78	6,723	7.59	-1.31
JHMI - John Hancock Multifactor Industrials ETF	49	1,577	6.98	1,626	7.38	-3.01
WASHINGTON TRUST Co	20	155	6.45	175	5.71	-11.43

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 2 Previous Institutes closed Put Positions

Name	Previous Puts
Parallax Volatility Advisers, L.P.	0
PEAK6 Investments LLC	0

Recent Quarter 3 Previous Institutes closed Call Positions

Name	Previous Calls
Proequities, Inc.	0
Hudson Bay Capital Management LP	0
Caption Management, LLC	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 2 New Institutes added position

Name	Shares	PPS
Exchange Traded Concepts, Llc	864	5.79
Steward Financial Group LLC	82

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Successful Portfolios LLC	10,729	7.55
Parametrica Management Ltd	19,119	7.58

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Lee Danner & Bass Inc	488,572	6.15	471,424	7.59
Allspring Global Investments Holdings, LLC	8,173	6.12	30,909	7.57

Past Week 10 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
ABASX - AB Discovery Value Fund Class A	4,258,880	7.48	4,258,880	7.31
FNDA - Schwab Fundamental U.S. Small Company Index ETF	863,643	7.48	590,953	7.31
SCHM - Schwab U.S. Mid-Cap ETF	354,744	7.48	347,392	7.31
SCHX - Schwab U.S. Large-Cap ETF	117,606	7.48	124,138	7.31
SCHB - Schwab U.S. Broad Market ETF	77,687	7.48	77,264	7.31
SCHV - Schwab U.S. Large-Cap Value ETF	66,605	7.48	66,077	7.31
SCHK - Schwab 1000 Index ETF	8,160	7.48	7,971	7.28
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	4,575	7.43	3,850	7.27
PBSM - Invesco PureBeta MSCI USA Small Cap ETF	1,352	7.40	1,149	6.96
WASHINGTON TRUST Co	155	6.45	175	5.71

Past Week 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
FNDA - Schwab Fundamental U.S. Small Company Index ETF	272,690	863,643	7.48	590,953	7.31	46.14
Lee Danner & Bass Inc	17,148	488,572	6.15	471,424	7.59	3.64
SCHM - Schwab U.S. Mid-Cap ETF	7,352	354,744	7.48	347,392	7.31	2.12
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	725	4,575	7.43	3,850	7.27	18.83
SCHV - Schwab U.S. Large-Cap Value ETF	528	66,605	7.48	66,077	7.31	0.80
SCHB - Schwab U.S. Broad Market ETF	423	77,687	7.48	77,264	7.31	0.55
PBSM - Invesco PureBeta MSCI USA Small Cap ETF	203	1,352	7.40	1,149	6.96	17.67
SCHK - Schwab 1000 Index ETF	189	8,160	7.48	7,971	7.28	2.37

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Allspring Global Investments Holdings, LLC	22,736	8,173	6.12	30,909	7.57	-73.56
SCHX - Schwab U.S. Large-Cap ETF	6,532	117,606	7.48	124,138	7.31	-5.26
WASHINGTON TRUST Co	20	155	6.45	175	5.71	-11.43

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name