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 376 38.00 41.24 38.66
Previous Quarter 303 29.00 31.02 29.65

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 94 99 31 146 88 60
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 1 0 2 2 2 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 1 1 3 1 7 1
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 1 0 1 0 0
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 2,735,518 9.62 41.25 2,729,419 9.60 41.25
Previous Quarter 596,307 2.10 31.02 2,336,644 8.22 31.02

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
BlackRock Inc. 1,830,555 41.25
Vanguard Group Inc 1,458,119 41.25
Goldman Sachs Group Inc 1,410,273 41.25
Hood River Capital Management LLC 1,393,845 41.25
Driehaus Capital Management Llc 1,348,822 41.25
AWM Investment Company, Inc. 1,286,628 41.25
Fmr Llc 890,763 41.25
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 882,404 41.25
Oberweis Asset Management Inc/ 873,108 41.25
CGOAX - Columbia Small Cap Growth Fund I Class A 847,502 33.02
HRSMX - Hood River Small-Cap Growth Fund Institutional Shares 694,541 41.25
D. E. Shaw & Co., Inc. 596,294 41.25
IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 588,513 41.25
State Street Corp 553,144 41.25
Geode Capital Management, Llc 519,003 41.25
Susquehanna International Group, Llp 477,200 41.25
Dimensional Fund Advisors Lp 448,070 41.25
OBSOX - Oberweis Small-Cap Opportunities Fund Investor Class 440,408 41.25
Morgan Stanley 437,257 41.25
OBMCX - Oberweis Micro-Cap Fund Investor Class 432,400 41.25

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
Goldman Sachs Group Inc 1,950,942 31.02
Hood River Capital Management LLC 1,543,106 31.02
Ameriprise Financial Inc 1,374,029 31.02
AWM Investment Company, Inc. 1,328,713 31.02
Vanguard Group Inc 1,181,982 31.02
Driehaus Capital Management Llc 1,033,849 31.02
Fmr Llc 946,740 31.02
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 765,804 31.02
CGOAX - Columbia Small Cap Growth Fund I Class A 704,816 33.35
Oberweis Asset Management Inc/ 699,108 31.02
HRSMX - Hood River Small-Cap Growth Fund Institutional Shares 691,709 31.02
FCPGX - Fidelity Small Cap Growth Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 595,605 34.96
Citadel Advisors Llc 558,300 31.02
BlackRock Inc. 517,990 31.02
Citadel Advisors Llc 505,300 31.02
Susquehanna International Group, Llp 482,967 31.02
Morgan Stanley 385,903 31.02
OBSOX - Oberweis Small-Cap Opportunities Fund Investor Class 356,408 31.02
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 352,063 31.02
FSCDX - Fidelity Advisor Small Cap Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 346,300 33.35

 

Recent Quarter Analysis

Name Shares PPS
IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 588,513 41.25
Intrinsic Edge Capital Management LLC 292,381 41.25
IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 217,313 41.25
USSCX - Science & Technology Fund Shares 190,116 24.75
Picton Mahoney Asset Management 154,292 0.04
Nuveen Asset Management, LLC 132,798 41.25
DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 130,362 24.75
DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 118,945 24.75
Capital Fund Management S.a. 104,940 41.25
DVSMX - Driehaus Small Cap Growth Fund Investor Share Class 79,959 41.25
Symmetry Investments LP 79,010 0.04
Portside Wealth Group, LLC 57,600 41.25
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 44,709 41.24
Rhumbline Advisers 37,231 41.26
Advanced Series Trust - Ast Small-cap Growth Portfolio 35,326 41.24
Roman Butler Fullerton & Co 34,627 49.50
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 31,510 41.26
Alliancebernstein L.p. 26,650 41.24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 21,700 41.24
Caxton Associates Lp 16,471 41.22
Name Shares PPS
Renaissance Technologies Llc 294,500 0.03
Ardsley Advisory Partners Lp 185,000 31.02
Nishkama Capital, LLC 142,687 31.02
Alta Park Capital, LP 140,334 31.02
PEAK6 Investments LLC 130,400 31.02
PEAK6 Investments LLC 130,400 31.02
Cubist Systematic Strategies, LLC 111,500 31.02
Hrt Financial Lp 110,526 0.03
Squarepoint Ops LLC 97,841 31.02
Clear Sky Advisers, LLC 93,600 31.01
Marshall Wace, Llp 87,601 31.02
Point72 Hong Kong Ltd 85,500 31.02
PRN - Invesco DWA Industrials Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 78,745 34.96
Hongkou Capital LP 70,000 31.01
CTSIX - Calamos Timpani Small Cap Growth Fund Class I 67,679 34.96
Roubaix Capital, LLC 58,000 31.02
Alpha Paradigm Partners, LLC 45,972 20.10
Jefferies Group LLC 44,500 14.09
Boothbay Fund Management, Llc 33,396 31.02
Mirabella Financial Services Llp 28,010 31.02
Atria Wealth Solutions, Inc. 27,662 20.10
Ausbil Investment Management Ltd 27,011 31.02
Chartwell Investment Partners, Llc 24,255 0.04
Barclays Plc 23,695 0.04
Resolute Capital Asset Partners LLC 20,000 0.05
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 18,810 20.57
LMR Partners LLP 15,119 31.02
PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 14,565 14.07
Jefferies Financial Group Inc. 11,326 30.99
Jefferies Financial Group Inc. 11,326 30.99
Jefferies Financial Group Inc. 11,326 30.99
PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 11,237 34.97
Baird Financial Group, Inc. 10,700 31.03
XTX Topco Ltd 9,349 31.02
Landscape Capital Management, L.l.c. 9,344 31.04
FSLEX - Environment and Alternative Energy Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,890 33.30
Y-Intercept (Hong Kong) Ltd 8,832 31.02
Gotham Asset Management, LLC 7,282 31.04
Cipher Capital LP 7,087 31.04
Bank Of America Corp /de/ 5,853 31.10
Walleye Capital LLC 4,600 31.09
CWSGX - Carillon Chartwell Small Cap Growth Fund Class Chartwell 3,352 31.03
Tucker Asset Management Llc 2,173 30.83
Lazard Asset Management Llc 1,817
Ameritas Advisory Services, LLC 1,000 31.00
Align Wealth Management, LLC 700 14.29
Macquarie Group Ltd 681 30.84
Gleason Group, Inc. 250 32.00
PBSM - Invesco PureBeta MSCI USA Small Cap ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 241 33.20
Toth Financial Advisory Corp 100 30.00
Advisory Services Network, LLC 100 30.00
Venturi Wealth Management, LLC 80 25.00
Benjamin F. Edwards & Company, Inc.
FSCFX - Strategic Advisers Small-Mid Cap Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Trustcore Financial Services, Llc
Crawford Lake Capital Management, LLC
Oxbow Advisors, LLC
Weiss Asset Management LP
Rockefeller Capital Management L.P.
Sculptor Capital LP
Two Sigma Investments, Lp
EAM Global Investors LLC
Aquatic Capital Management LLC
Householder Group Estate & Retirement Specialist, LLC
Captrust Financial Advisors
ARS Investment Partners, LLC
Parallel Advisors, LLC
Ergoteles LLC
Fuller & Thaler Asset Management, Inc.
GOLDMAN SACHS GROUP INC
State of Wyoming
HBK Sorce Advisory LLC
Graham Capital Management, L.P.
FTMSX - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares
Calamos Advisors LLC
DWMC - AdvisorShares Dorsey Wright Micro-Cap ETF
Navellier & Associates Inc
West Financial Advisors, LLC
FMR LLC
Collaborative Holdings Management LP
Bogart Wealth, LLC
Gsa Capital Partners Llp
Portolan Capital Management, LLC
Proequities, Inc.
CarsonAllaria Wealth Management, Ltd.
Trellus Management Company, LLC
Atom Investors LP
Sculptor Capital LP
Dorsey Wright & Associates
Wolverine Trading, Llc
Crawford Lake Capital Management, LLC
Symmetry Peak Management Llc
Wolverine Trading, Llc
Affiance Financial, LLC
JFG Wealth Management, LLC
Wolverine Trading, Llc
Summit Partners Public Asset Management, Llc
Two Sigma Advisers, Lp
Patriot Financial Group Insurance Agency, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
CGOAX - Columbia Small Cap Growth Fund I Class A 847,502 33.02 704,816 33.35
FSCDX - Fidelity Advisor Small Cap Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 365,700 33.02 346,300 33.35
FCPGX - Fidelity Small Cap Growth Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 331,384 24.75 595,605 34.96
DSMFX - Destinations Small-Mid Cap Equity Fund Class I 146,882 33.02 150,837 33.35
FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 130,683 33.02 129,551 33.35
DWAS - Invesco DWA SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 120,487 33.02 65,370 33.35
LAMGX - Lord Abbett Micro-Cap Growth Fund Class A 107,647 24.75 77,614 34.96
FOCSX - Fidelity Small Cap Growth K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 101,280 24.75 168,968 34.96
FSSFX - Fidelity Advisor Series Small Cap Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77,200 33.02 73,000 33.36
DFAS - Dimensional U.S. Small Cap ETF 70,947 24.75 13,183 34.97
RBB FUND, INC. - Adara Smaller Companies Fund 70,623 33.02 61,162 33.35
FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43,483 33.02 41,084 33.35
SSMAX - Siit Small Mid Cap Equity Fund - Class A 39,430 33.02 40,610 33.34
FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34,443 33.01 31,576 33.35
ESCKX - 1290 Essex Small Cap Growth Fund Class R 18,864 24.76 11,617 34.95
SLPAX - Siit Small Cap Fund - Class A 17,734 33.04 19,217 33.36
Commonwealth Equity Services, Llc 17,517 0.06 16,889 0.06
FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,540 33.01 14,540 33.36
SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,116 24.74 10,009 34.97
Barclays Plc 10,963 23,695 0.04
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 1,830,555 41.25 517,990 31.02
Vanguard Group Inc 1,458,119 41.25 1,181,982 31.02
Goldman Sachs Group Inc 1,410,273 41.25 1,950,942 31.02
Hood River Capital Management LLC 1,393,845 41.25 1,543,106 31.02
Driehaus Capital Management Llc 1,348,822 41.25 1,033,849 31.02
AWM Investment Company, Inc. 1,286,628 41.25 1,328,713 31.02
Fmr Llc 890,763 41.25 946,740 31.02
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 882,404 41.25 765,804 31.02
Oberweis Asset Management Inc/ 873,108 41.25 699,108 31.02
HRSMX - Hood River Small-Cap Growth Fund Institutional Shares 694,541 41.25 691,709 31.02
D. E. Shaw & Co., Inc. 596,294 41.25 280,649 31.02
State Street Corp 553,144 41.25 164,284 31.02
Geode Capital Management, Llc 519,003 41.25 253,630 31.02
Susquehanna International Group, Llp 477,200 41.25 482,967 31.02
Dimensional Fund Advisors Lp 448,070 41.25 328,192 31.03
OBSOX - Oberweis Small-Cap Opportunities Fund Investor Class 440,408 41.25 356,408 31.02
Morgan Stanley 437,257 41.25 385,903 31.02
OBMCX - Oberweis Micro-Cap Fund Investor Class 432,400 41.25 342,400 31.02
Lord, Abbett & Co. Llc 394,766 0.04 328,946 0.03
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 352,101 41.25 352,063 31.02
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BlackRock Inc. 1,312,565 1,830,555 41.25 517,990 31.02 253.40
State Street Corp 388,860 553,144 41.25 164,284 31.02 236.70
D. E. Shaw & Co., Inc. 315,645 596,294 41.25 280,649 31.02 112.47
Driehaus Capital Management Llc 314,973 1,348,822 41.25 1,033,849 31.02 30.47
Vanguard Group Inc 276,137 1,458,119 41.25 1,181,982 31.02 23.36
Geode Capital Management, Llc 265,373 519,003 41.25 253,630 31.02 104.63
Northern Trust Corp 188,105 241,984 41.25 53,879 31.01 349.12
Oberweis Asset Management Inc/ 174,000 873,108 41.25 699,108 31.02 24.89
CGOAX - Columbia Small Cap Growth Fund I Class A 142,686 847,502 33.02 704,816 33.35 20.24
Dimensional Fund Advisors Lp 119,878 448,070 41.25 328,192 31.03 36.53
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 116,600 882,404 41.25 765,804 31.02 15.23
OBMCX - Oberweis Micro-Cap Fund Investor Class 90,000 432,400 41.25 342,400 31.02 26.29
OBSOX - Oberweis Small-Cap Opportunities Fund Investor Class 84,000 440,408 41.25 356,408 31.02 23.57
Lord, Abbett & Co. Llc 65,820 394,766 0.04 328,946 0.03 20.01
Charles Schwab Investment Management Inc 59,547 70,663 41.25 11,116 31.04 535.69
DFAS - Dimensional U.S. Small Cap ETF 57,764 70,947 24.75 13,183 34.97 438.17
DWAS - Invesco DWA SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 55,117 120,487 33.02 65,370 33.35 84.32
Morgan Stanley 51,354 437,257 41.25 385,903 31.02 13.31
Simplex Trading, Llc 51,099 54,413 0.04 3,314 1541.91
Advisory Research Inc 50,192 79,072 41.25 28,880 31.02 173.80
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Ameriprise Financial Inc 1,114,758 259,271 41.25 1,374,029 31.02 -81.13
Goldman Sachs Group Inc 540,669 1,410,273 41.25 1,950,942 31.02 -27.71
FCPGX - Fidelity Small Cap Growth Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 264,221 331,384 24.75 595,605 34.96 -44.36
D L Carlson Investment Group Inc 220,951 5,557 41.21 226,508 0.03 -97.55
Point72 Asset Management, L.P. 195,188 102,208 41.25 297,396 31.02 -65.63
Hood River Capital Management LLC 149,261 1,393,845 41.25 1,543,106 31.02 -9.67
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 111,404 35,823 41.26 147,227 31.02 -75.67
Millennium Management Llc 110,270 15,415 41.26 125,685 0.03 -87.74
Lisanti Capital Growth, LLC 104,345 106,830 41.25 211,175 31.02 -49.41
FOCSX - Fidelity Small Cap Growth K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67,688 101,280 24.75 168,968 34.96 -40.06
Hongkou Capital LP 64,990 5,010 41.32 70,000 31.01 -92.84
Fmr Llc 55,977 890,763 41.25 946,740 31.02 -5.91
Qube Research & Technologies Ltd 54,464 6,335 41.20 60,799 31.02 -89.58
Jane Street Group, Llc 43,354 193,240 41.25 236,594 31.02 -18.32
AWM Investment Company, Inc. 42,085 1,286,628 41.25 1,328,713 31.02 -3.17
Thompson Davis & Co., Inc. 34,440 9,175 41.20 43,615 31.04 -78.96
LPL Financial LLC 30,620 76,955 41.24 107,575 31.02 -28.46
Jetstream Capital LLC 28,000 64,000 41.25 92,000 31.02 -30.43
Walleye Trading LLC 22,864 26,236 41.24 49,100 31.02 -46.57
Verition Fund Management LLC 17,112 6,060 41.25 23,172 31.03 -73.85
Name Current Puts
G2 Investment Partners Management LLC 50,000
Name Current Calls
Name
NEEGX - Needham Growth Fund Retail Class
NESGX - Needham Small Cap Growth Fund Retail Class
Name Previous Puts
Jefferies Financial Group Inc. 11,326
Westerly Capital Management, Llc 0
Name Previous Calls
Wolverine Trading, Llc 0
Symmetry Peak Management Llc 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Walleye Capital LLC 4,600 9,200 4,600 100.00
Name Increased Calls Current Calls Previous Calls Percentage Increase
Belvedere Trading LLC 5,400 5,400 0 0.00
Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
REBYX - U.S. Small Cap Equity Fund Class Y
BIVIX - Invenomic Fund Institutional Class shares
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Cutler Group LP 5,754 8,000 13,754 -41.84
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Citadel Advisors Llc 245,600 312,700 558,300 -43.99
PEAK6 Investments LLC 43,400 87,000 130,400 -33.28
Parallax Volatility Advisers, L.P. 11,700 5,600 17,300 -67.63
HAP Trading, LLC 9,100 11,500 20,600 -44.17
Susquehanna International Group, Llp 5,767 477,200 482,967 -1.19
Cubist Systematic Strategies, LLC 5,200 106,300 111,500 -4.66
XR Securities LLC 100 33,700 33,800 -0.30
Name
RIFBX - U.S. Small Cap Equity Fund

Past Week Analysis

Name Shares PPS
Name Shares PPS
Tucker Asset Management Llc 2,173 30.83
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Farther Finance Advisors, LLC 624 41.67 624 30.45
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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