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	2,115	129.00	64.38	63.42
Previous Quarter	2,224	128.00	64.39	63.86

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	24	304	433	6	145	191
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	1	3	1	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	5	11	113	2	35	50
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	91,168,293	14.03	32.26	106,623,751	16.41	63.86
Previous Quarter	45,679,179	7.03	64.39	106,996,400	16.47	64.20

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
VANGUARD GROUP INC	55,327,773
Vanguard Group Inc	54,512,392	64.39
Japan Post Holdings Co., Ltd.	52,300,000	64.39
BlackRock Inc.	45,597,542	64.39
BlackRock Inc.	45,494,623
STATE STREET CORP	33,636,123
State Street Corp	33,031,883	64.39
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	16,876,665	64.39
Wells Fargo & Company/mn	16,211,554	64.39
Fmr Llc	14,185,621	64.39
VFINX - Vanguard 500 Index Fund Investor Shares	13,127,258	64.39
Geode Capital Management, Llc	12,482,484	64.25
Northern Trust Corp	7,978,158	64.39
Spdr S&p 500 Etf Trust	6,612,560	64.39
XLF - The Financial Select Sector SPDR Fund	6,498,999	64.39
Lsv Asset Management	6,415,478	64.39
FXAIX - Fidelity 500 Index Fund	6,232,608	61.09
Alliancebernstein L.p.	6,118,363	64.39
American Century Companies Inc	5,898,874	64.39
Legal & General Group Plc	5,563,435	64.39

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
Vanguard Group Inc	54,512,392	64.39
Japan Post Holdings Co., Ltd.	52,300,000	64.39
BlackRock Inc.	45,597,542	64.39
State Street Corp	33,031,883	64.39
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	16,876,665	64.39
Wells Fargo & Company/mn	16,211,554	64.39
Fmr Llc	14,185,621	64.39
VFINX - Vanguard 500 Index Fund Investor Shares	13,127,258	64.39
Geode Capital Management, Llc	12,482,484	64.25
Northern Trust Corp	7,978,158	64.39
Spdr S&p 500 Etf Trust	6,612,560	64.39
XLF - The Financial Select Sector SPDR Fund	6,498,999	64.39
Lsv Asset Management	6,415,478	64.39
FXAIX - Fidelity 500 Index Fund	6,232,608	61.09
Alliancebernstein L.p.	6,118,363	64.39
American Century Companies Inc	5,898,874	64.39
Legal & General Group Plc	5,563,435	64.39
FDMLX - Fidelity Series Intrinsic Opportunities Fund	5,300,347	62.82
IVV - iShares Core S&P 500 ETF	5,214,335	64.39
Maj Invest Holding A/S	5,061,371	64.39

Recent Quarter Analysis

Recent Quarter 24 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	55,327,773
STATE STREET CORP	33,636,123
Wealth Enhancement Advisory Services, Llc	101,518	56.25
Contravisory Investment Management, Inc.	93,968	55.33
HFCVX - Hennessy Cornerstone Value Fund Investor Class	93,700	57.28
ALTL - Pacer Lunt Large Cap Alternator ETF	75,698	57.28
Arjuna Capital	47,446	55.33
EQTIX - Shelton Core Value Fund Direct Shares	46,000	60.57
GSEW - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	26,236	61.10
HUSV - First Trust Horizon Managed Volatility Domestic ETF	18,275	57.29
PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF	17,572	57.31
FTLS - First Trust Long/Short Equity ETF	14,211	57.28
STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C	12,300	57.32
Moody National Bank Trust Division	5,606	55.30
Aviance Capital Partners, LLC	4,092	64.27
RDA Financial Network	4,050	55.31
Harvest Investment Services, LLC	3,888	55.30
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A	3,678	60.63
Heritage Financial Services, LLC	2,189	55.28
Financial Connections Group, Inc.	264	53.03

Recent Quarter 304 Institutes closed out their positions

Name	Shares	PPS
FTCS - First Trust Capital Strength ETF	3,151,103	52.13
Credit Suisse Ag/	1,547,212	64.39
Credit Suisse Ag/	1,547,212	64.39
Barclays Plc	1,435,988	64.39
Raymond James Financial Services Advisors, Inc.	622,882	64.39
Citigroup Inc	617,235	64.39
Citigroup Inc	617,235	64.39
Hsbc Holdings Plc	564,023	65.09
SWANX - Schwab Core Equity Fund	426,555	53.67
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I	362,470	52.13
Walleye Trading LLC	215,700	64.39
PWV - Invesco Dynamic Large Cap Value ETF	188,061	53.67
GPAFX - Victory RS Large Cap Alpha Fund Class A	186,890	52.13
Twin Tree Management, LP	142,500	64.39
Aaron Wealth Advisors LLC	130,711	15.53
Hexavest Inc.	95,487	52.13
RSVAX - Victory RS Value Fund Class A	94,240	52.13
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF	79,190	53.67
Capstone Investment Advisors, Llc	72,300	64.38
Marshall Wace North America L.P.	57,847	52.12
V Wealth Advisors LLC	36,898	64.39
V Wealth Advisors LLC	36,898	64.39
B. Metzler seel. Sohn & Co. Holding AG	34,201	52.13
IGHSX - Voya Global Equity Portfolio Class S	34,035	52.12
First Midwest Bank Trust Division	29,755	58.38
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio	28,638	52.13
Voya Global Equity Dividend & Premium Opportunity Fund	28,049	54.16
Sound Financial Strategies Group, LLC	27,408	64.40
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor	26,934	53.69
Granite Investment Advisors, LLC	26,559	52.15
GSEW - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	26,236	61.10
World Asset Management Inc	23,280	52.15
Optimal Asset Management, Inc.	21,281	52.11
POPFX - Prospector Opportunity Fund No Classes	20,550	52.12
Oak Asset Management, LLC	19,910	64.39
Carroll Financial Associates, Inc.	19,841	58.16
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I	16,785	52.13
Lake Street Financial Llc	16,555	64.39
NAWGX - Voya Global Equity Fund Class A	16,109	53.70
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund)	15,470	52.10
JOET - Virtus Terranova U.S. Quality Momentum ETF	14,083	53.68
HighPoint Advisor Group LLC	13,846	52.15
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio	12,875	52.12
Covenant Multifamily Offices, LLC	11,639	53.44
IBM Retirement Fund	10,428	64.35
Harbor Financial Services, Llc	9,476	52.13
Mid Atlantic Financial Management Inc/adv	9,375	52.16
Voya Global Advantage & Premium Opportunity Fund	9,246	54.19
Homrich & Berg	8,631	52.14
Two Sigma Securities, Llc	8,062	64.38
Security National Trust Co	7,788	53.67
VALQ - American Century STOXX U.S. Quality Value ETF	7,331	54.15
IFP Advisors, Inc	6,863	58.43
Pineno Levin & Ford Asset Management, Inc.	6,300	58.41
Strategy Asset Managers Llc	6,288	64.41
Center For Asset Management LLC	5,382	64.47
Plimoth Trust Co Llc	4,402	64.29
Aviance Capital Partners, LLC	4,092	64.27
First Mercantile Trust Co	4,037	52.02
AVBIX - Vp Balanced Fund Class I	3,683	52.13
Buffington Mohr McNeal	3,545	64.32
Marcum Wealth, LLC	3,474	64.48
Carlson Capital Management	3,460	64.45
Means Investment Co., Inc.	3,441	64.52
Dixon Hubard Feinour & Brown Inc/va	3,426	64.51
Folger Nolan Fleming Douglas Capital Management, Inc	3,400	64.41
Waterfront Wealth Inc.	3,380	65.38
Capital Financial Planning, LLC	3,358	64.32
Carnegie Capital Asset Management, LLC	3,309	64.37
Woodstock Corp	3,200	64.38
Bath Savings Trust Co	3,195	64.48
Pettinga Financial Advisors, LLC	3,176	64.55
Engrave Wealth Partners LLC	3,161	64.54
First City Capital Management, Inc.	3,130	64.54
Private Asset Management Inc	3,128	64.26
Sawtooth Solutions, LLC	3,109	64.33
Bbva Usa	2,783	52.10
NULV - Nuveen ESG Large-Cap Value ETF	2,350	53.62
MML Series Investment Fund II - MML Equity Rotation Fund Class II	2,112	52.08
Berman Capital Advisors, LLC	2,084	51.82
Crescent Capital Consulting, LLC	2,000	58.50
PWS - Pacer WealthShield ETF	1,551	53.51
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A	1,433	54.43
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF	1,404	53.42
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)	1,063	51.74
Sonora Investment Management, LLC	1,011	52.42
Nuveen Nasdaq 100 Dynamic Overwrite Fund	936	52.35
CSQAX - Credit Suisse Multialternative Strategy Fund Class A Shares	608	54.28
Wealth Quarterback LLC	565
Tarbox Family Office, Inc.	334	65.87
Gemmer Asset Management LLC	290	62.07
PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -	247	52.63
Clear Street Markets Llc	246	65.04
Reilly Financial Advisors, Llc	61	65.57
Filbrandt Wealth Management, LLC	35	57.14
Newbridge Financial Services Group, Inc.	24	83.33
First Personal Financial Services	21	47.62
Advocacy Wealth Management Services, LLC	20	50.00
NULC - Nuveen ESG Large-Cap ETF	16	62.50
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
FVAL - Fidelity Value Factor ETF
Prospector Partners Llc
Gsa Capital Partners Llp
Woodward Diversified Capital, Llc
Citizens Financial Group Inc/ri
American Research & Management Co.
Bluestein R H & Co
First Command Advisory Services, Inc.
Truadvice, LLC
Parisi Gray Wealth Management
Private Ocean, LLC
Claybrook Capital, LLC
LCORX - LEUTHOLD CORE INVESTMENT FUND -Retail Class
Strategic Blueprint, LLC
American National Bank
Arden Trust Co
GDMIX - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares
Timber Creek Capital Management LLC
JVLAX - John Hancock Disciplined Value Fund Class A
Acadian Asset Management Llc
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
SAOAX - Guggenheim Alpha Opportunity Fund A
Delos Wealth Advisors, LLC
Syverson Strege & Co
Personal Wealth Partners
Laurel Wealth Advisors LLC
Gilbert & Cook, Inc.
Sompo Japan Nipponkoa Asset Management Co.,ltd.
Pinnacle Wealth Planning Services, Inc.
PCAFX - Prospector Capital Appreciation Fund No Classes
CX Institutional
AGF Investments LLC
Machina Capital S.a.s.
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
Bp Plc
Heritage Wealth Advisors
Fort Washington Investment Advisors Inc /oh/
Stevens Capital Management Lp
FUNL - CornerCap Fundametrics Large-Cap ETF
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A
MFUAX - MassMutual Select Fundamental Value Fund Class A
LSLTX - LEUTHOLD SELECT INDUSTRIES FUND No Load
VMNFX - Vanguard Market Neutral Fund Investor Shares
Kayne Anderson Rudnick Investment Management Llc
Kerntke Otto McGlone Wealth Management Group
Pendal Group Ltd
Goodwin Investment Advisory
Financial Counselors Inc
Abundance Wealth Counselors
AFDIX - Sustainable Equity Fund Investor Class
JB Capital LLC
Benjamin Edwards Inc
REVS - Columbia Research Enhanced Value ETF
FRG Family Wealth Advisors LLC
Hancock Whitney Investment Services Inc.
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
GMUEX - GMO U.S. Equity Fund Class III
Alpha Paradigm Partners, LLC
Thompson Davis & Co., Inc.
Virtu Financial LLC
Seven Eight Capital, Lp
BIBL - Inspire 100 ETF
Atlas Private Wealth Advisors
CWM Advisors, LLC
Leuthold Group, Llc
Weld Capital Management Llc
Johnson Financial Group, Inc.
Stonebridge Financial Planning Group, LLC
Red Door Wealth Management, LLC
Capital Asset Advisory Services LLC
Centiva Capital, LP
Baldrige Asset Management LLC
Jupiter Asset Management Ltd
Pacitti Group Inc.
LSOFX - LS Opportunity Fund - Institutional Class
Perennial Advisors, LLC
Kowal Investment Group, LLC
USAWX - World Growth Fund Shares
CoreCap Advisors, LLC
Neo Ivy Capital Management
Echo Street Capital Management LLC
Kore Private Wealth LLC
C M Bidwell & Associates Ltd
MUFG Securities EMEA plc
Norges Bank
ESGA - American Century Sustainable Equity ETF
Cahill Financial Advisors Inc
D'Orazio & Associates, Inc.
Mbb Public Markets I Llc
Schonfeld Strategic Advisors LLC
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
Ledyard National Bank
Liberty Wealth Management Llc
Fulcrum Asset Management LLP
Blueshift Asset Management, LLC
Wagner Wealth Management, Llc
BLB&B Advisors, LLC
Summit Financial Wealth Advisors, LLC
Sterling Financial Planning, Inc.
USMF - WisdomTree U.S. Multifactor Fund N/A
Wbi Investments, Inc.
Putnam Investments Llc
Mma Asset Management Llc
Quantitative Investment Management, LLC
FIL Ltd
Lombard Odier Asset Management (Switzerland) SA
Hills Bank & Trust Co
Sandbox Financial Partners, LLC
Pinz Capital Management, LP
Y-Intercept (Hong Kong) Ltd
Engine No. 1 Llc
GAOAX - JPMorgan Global Allocation Fund Class A
Morningstar Funds Trust - Morningstar Alternatives Fund
Aigen Investment Management, Lp
Enterprise Financial Services Corp
Qube Research & Technologies Ltd
Sowell Financial Services LLC
Sumitomo Mitsui Financial Group, Inc.
ESGU - iShares ESG MSCI USA ETF
Cranbrook Wealth Management, LLC
BTC Capital Management, Inc.
Amerivest Investment Management LLC
Arkadios Wealth Advisors
USRAX - Horizon Defensive Multi-Factor Fund Investor Class
Signet Financial Management, Llc
Gould Capital, LLC
Meridian Wealth Partners, LLC
Future Financial Wealth Managment LLC
WestEnd Advisors, LLC
Mizuho Bank, Ltd.
Canada Pension Plan Investment Board
Group One Trading, L.p.
Emerald Investment Partners, Llc
Diametric Capital, LP
TD Capital Management LLC
Engineers Gate Manager LP
Virtue Capital Management, LLC
Gerber Kawasaki Wealth & Investment Management
RISN - Inspire Tactical Balanced ESG ETF
People's United Financial, Inc.
ZDIVX - Zacks Dividend Fund Investor Class
Resolute Advisors LLC
Ford Financial Group, LLC
Tudor Investment Corp Et Al
Widmann Financial Services, Inc.
EMG Holdings, L.P.
Polar Asset Management Partners Inc.
Rather & Kittrell, Inc.
Old Mission Capital Llc
Wealthstar Advisors, Llc
Fox Run Management, L.l.c.
True Link Financial Advisors, LLC
Paradigm Financial Partners, Llc
IHT Wealth Management, LLC
Cornerstone Advisory, LLC
Inscription Capital, LLC
Capula Management Ltd
HAP Trading, LLC
Capital Advisory Group Advisory Services, LLC
Eagle Bay Advisors LLC
Holocene Advisors, LP
Scout Investments, Inc.
HAP Trading, LLC
Tudor Investment Corp Et Al
Capitolis Advisors LLC
Balentine LLC
Focused Wealth Management, Inc
Dark Forest Capital Management Lp
qPULA Trading Management LP
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
AMP Capital Investors Ltd
Simplex Trading, Llc
State of Wyoming
Cassady Schiller Wealth Management, LLC
JMNAX - JPMorgan Research Market Neutral Fund Class A
Family Management Corp
Caas Capital Management Lp
Quantamental Technologies LLC
Voloridge Investment Management, Llc
Pensionfund DSM Netherlands
E Six Thirteen, Llc
PAX Financial Group, LLC
Horizon Investments, LLC
Tudor Investment Corp Et Al
Twinbeech Capital Lp
Prana Capital Management, LP
Crestline Management, LP
Two Sigma Investments, Lp
Castleview Partners, Llc
Trexquant Investment LP
Consolidated Planning Corp
West Branch Capital LLC
Magnetar Financial LLC
EMG Holdings, L.P.
Elmwood Wealth Management, Inc.
F3Logic, LLC
Occudo Quantitative Strategies Lp
RECS - Columbia Research Enhanced Core ETF
Amplius Wealth Advisors, LLC
Two Sigma Investments, Lp
LS Investment Advisors, LLC
WFA of San Diego, LLC
Te Ahumairangi Investment Management Ltd
Hoey Investments, Inc

Recent Quarter 433 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FDMLX - Fidelity Series Intrinsic Opportunities Fund	4,932,447	57.28	5,300,347	62.82
FLPSX - Fidelity Low-Priced Stock Fund	4,239,903	57.28	4,537,241	62.82
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	3,726,225	57.28	4,079,902	62.82
QUAL - iShares Edge MSCI USA Quality Factor ETF	2,970,076	57.28	2,889,042	62.82
Bank Julius Baer & Co. Ltd, Zurich	2,753,246	55.33	2,743,563	64.39
VYM - Vanguard High Dividend Yield Index Fund ETF Shares	2,533,871	57.28	2,569,650	62.82
FSMDX - Fidelity Mid Cap Index Fund	1,581,633	57.28	1,474,069	62.82
Dfa Investment Trust Co - The U.s. Large Cap Value Series	1,552,844	57.28	1,552,844	62.82
DGRO - iShares Core Dividend Growth ETF	1,114,577	57.28	1,009,948	62.82
SWPPX - Schwab S&P 500 Index Fund	1,086,554	57.28	1,080,959	62.82
RSP - Invesco S&P 500 Equal Weight ETF	1,082,791	57.28	1,137,218	62.82
Gateway Investment Advisers Llc	714,253	55.33	598,462	64.39
RPV - Invesco S&P 500 Pure Value ETF	704,960	57.28	589,588	62.82
DIVO - Amplify CWP Enhanced Dividend Income ETF	658,881	57.28	319,174	62.82
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A	605,040	57.28	499,670	62.82
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund	549,197	57.28	527,147	62.82
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	506,221	57.28	479,068	62.82
Welch & Forbes Llc	499,848	55.33	500,420	64.39
PKW - Invesco BuyBack Achievers ETF	485,569	57.28	501,277	62.82
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	483,741	57.28	483,741	62.82

Recent Quarter 6 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sabal Trust CO	468,943	55.33	0
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF	21,546	57.27	22,197	53.66
PMSAX - Global Multi-Strategy Fund Class A	7,408		7,408
Park National Corp /oh/	6,329	55.30	0
DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES	1,171	57.22	1,539	53.93
Hexagon Capital Partners LLC	77	51.95	0

Recent Quarter 145 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sabal Trust CO	468,943	468,943	55.33	0		0.00
DIVO - Amplify CWP Enhanced Dividend Income ETF	339,707	658,881	57.28	319,174	62.82	106.43
Gateway Investment Advisers Llc	115,791	714,253	55.33	598,462	64.39	19.35
RPV - Invesco S&P 500 Pure Value ETF	115,372	704,960	57.28	589,588	62.82	19.57
FSMDX - Fidelity Mid Cap Index Fund	107,564	1,581,633	57.28	1,474,069	62.82	7.30
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A	105,370	605,040	57.28	499,670	62.82	21.09
DGRO - iShares Core Dividend Growth ETF	104,629	1,114,577	57.28	1,009,948	62.82	10.36
State of Alaska, Department of Revenue	94,082	143,031	55.32	48,949	64.37	192.20
QUAL - iShares Edge MSCI USA Quality Factor ETF	81,034	2,970,076	57.28	2,889,042	62.82	2.80
Franklin Street Advisors Inc /nc	59,776	229,594	55.33	169,818	64.39	35.20
RSEAX - U.S. Strategic Equity Fund Class A	53,095	112,201	57.28	59,106	62.82	89.83
FNDX - Schwab Fundamental U.S. Large Company Index ETF	28,269	352,926	60.57	324,657	61.09	8.71
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	27,153	506,221	57.28	479,068	62.82	5.67
PMPRX - MidCap Value Fund I R-3	23,135	47,874	57.28	24,739	62.82	93.52
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund	22,050	549,197	57.28	527,147	62.82	4.18
Old National Bancorp /in/	21,120	30,461	55.35	9,341	64.45	226.10
FLCOX - Fidelity Large Cap Value Index Fund	21,047	173,711	57.28	152,664	62.82	13.79
CVSIX - Calamos Market Neutral Income Fund Class A	20,918	186,725	57.28	165,807	62.82	12.62
Good Life Advisors, LLC	20,739	24,571	55.35	3,832	64.46	541.21
DFAC - Dimensional U.S. Core Equity 2 ETF	19,187	241,161	57.28	221,974	62.82	8.64

Recent Quarter 191 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
FDMLX - Fidelity Series Intrinsic Opportunities Fund	367,900	4,932,447	57.28	5,300,347	62.82	-6.94
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	353,677	3,726,225	57.28	4,079,902	62.82	-8.67
FLPSX - Fidelity Low-Priced Stock Fund	297,338	4,239,903	57.28	4,537,241	62.82	-6.55
CABDX - AB RELATIVE VALUE FUND, INC. Class A	134,360	121,179	57.28	255,539	62.82	-52.58
Allspring Global Investments Holdings, LLC	133,863	64,061	55.32	197,924	64.38	-67.63
QV Investors Inc.	66,800	168,450	55.33	235,250	64.39	-28.40
FSWCX - Fidelity SAI U.S. Value Index Fund	60,953	288,152	57.28	349,105	62.82	-17.46
RSP - Invesco S&P 500 Equal Weight ETF	54,427	1,082,791	57.28	1,137,218	62.82	-4.79
Truist Financial Corp	52,160	203,183	55.33	255,343	64.39	-20.43
TOK - iShares MSCI Kokusai ETF	44,616	2,191	57.51	46,807	62.81	-95.32
FLCPX - Fidelity SAI U.S. Large Cap Index Fund	41,881	198,732	57.28	240,613	62.82	-17.41
IYF - iShares U.S. Financials ETF	40,925	348,315	57.28	389,240	62.82	-10.51
VYM - Vanguard High Dividend Yield Index Fund ETF Shares	35,779	2,533,871	57.28	2,569,650	62.82	-1.39
FXO - First Trust Financials AlphaDEX Fund	34,946	227,090	57.28	262,036	62.82	-13.34
Thomasville National Bank	32,100	110,303	64.39	142,403	64.39	-22.54
FEX - First Trust Large Cap Core AlphaDEX Fund	29,953	64,289	57.27	94,242	62.82	-31.78
FAS - Direxion Daily Financial Bull 3X Shares	28,621	284,227	57.28	312,848	62.82	-9.15
SCHX - Schwab U.S. Large-Cap ETF	27,117	468,018	60.57	495,135	61.09	-5.48
PRF - Invesco FTSE RAFI US 1000 ETF	26,280	192,913	57.28	219,193	62.82	-11.99
Triasima Portfolio Management inc.	20,490	35,645	55.32	56,135	64.38	-36.50

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 1 New Institutes added Short Position

Name
GTTMX - Quantitative U.S. Total Market Equity Portfolio

Recent Quarter 3 Previous Institutes closed Put Positions

Name	Previous Puts
Tudor Investment Corp Et Al	0
Two Sigma Investments, Lp	0
HAP Trading, LLC	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
CenterStar Asset 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 5 New Institutes added position

Name	Shares	PPS
Arjuna Capital	47,446	55.33
EQTIX - Shelton Core Value Fund Direct Shares	46,000	60.57
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A	3,678	60.63
Financial Connections Group, Inc.	264	53.03
Steward Financial Group LLC	262	53.44

Past Week 11 Institutes closed out their positions

Name	Shares	PPS
First Personal Financial Services	21	47.62
Gould Capital, LLC
Dixon Hubard Feinour & Brown Inc/va	3,426	64.51
First City Capital Management, Inc.	3,130	64.54
Aaron Wealth Advisors LLC	130,711	15.53
Means Investment Co., Inc.	3,441	64.52
IBM Retirement Fund	10,428	64.35
Gemmer Asset Management LLC	290	62.07
Waterfront Wealth Inc.	3,380	65.38
Sound Financial Strategies Group, LLC	27,408	64.40
Center For Asset Management LLC	5,382	64.47

Past Week 113 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Bank Julius Baer & Co. Ltd, Zurich	2,753,246	55.33	2,743,563	64.39
Welch & Forbes Llc	499,848	55.33	500,420	64.39
SCHX - Schwab U.S. Large-Cap ETF	468,018	60.57	495,135	61.09
FNDX - Schwab Fundamental U.S. Large Company Index ETF	352,926	60.57	324,657	61.09
SCHB - Schwab U.S. Broad Market ETF	303,557	60.57	304,868	61.09
SCHV - Schwab U.S. Large-Cap Value ETF	280,582	60.57	279,815	61.09
JNBA Financial Advisors	223,301	55.33	223,720	64.39
Truist Financial Corp	203,183	55.33	255,343	64.39
GAM Holding AG	185,373	55.33	182,754	64.39
Cubic Asset Management, LLC	115,538	55.33	116,193	64.39
CZMVX - Multi-Manager Value Strategies Fund Institutional Class	107,427	60.57	107,427	61.09
Oregon Public Employees Retirement Fund	101,575	55.33	121,525	64.39
Meritage Portfolio Management	82,087	55.33	81,099	64.39
Liberty Capital Management, Inc.	81,598	55.33	83,405	64.38
Exeter Financial, LLC	81,462	55.33	80,667	64.39
Monarch Capital Management Inc/	78,991	55.34	79,501	64.39
Toth Financial Advisory Corp	76,429	55.33	75,045	64.39
Coastline Trust Co	71,966	55.32	71,980	64.39
Allspring Global Investments Holdings, LLC	64,061	55.32	197,924	64.38
Hartford Investment Management Co	62,342	55.32	62,145	64.40
NEIAX - Columbia Large Cap Index Fund Class A	56,959	60.57	56,365	61.08
Regions Financial Corp	52,058	55.32	52,937	64.38
Wealthfront Advisers Llc	44,690	55.34	47,238	64.40
Advisory Resource Group	43,803	55.34	40,967	64.39
Umb Bank N A/mo	40,359	55.33	40,859	64.39
Dorsey Wright & Associates	40,131	55.32	41,906	64.38
PBUS - Invesco PureBeta MSCI USA ETF	38,775	60.58	38,461	61.10
Southern Capital Advisors, Llc	38,612	55.32	34,943	64.39
Strs Ohio	37,611	55.33	52,596	64.38
Louisiana State Employees Retirement System	37,500	54.96	37,900	66.62
RWL - Invesco S&P 500 Revenue ETF	37,260	60.57	34,786	61.09
GSB Wealth Management, LLC	36,300	55.32	36,162	64.38
Triasima Portfolio Management inc.	35,645	55.32	56,135	64.38
ABPAX - AB Conservative Wealth Strategy Class A	35,194	60.58	35,627	61.08
Stratos Wealth Partners, LTD.	34,856	55.34	33,856	64.39
Welch Group, LLC	34,837	55.34	35,083	64.39
New Mexico Educational Retirement Board	33,206	55.32	34,906	64.40
SCHK - Schwab 1000 Index ETF	33,145	60.58	32,646	61.08
Old National Bancorp /in/	30,461	55.35	9,341	64.45
Sandy Spring Bank	29,859	55.33	30,496	64.37
Wedbush Securities Inc	26,636	55.34	33,437	64.39
Sawyer & Company, Inc	22,864	55.33	22,864	64.38
Chiron Capital Management, Llc	22,832	55.32	22,832	64.38
Mcdonald Partners Llc	22,383	55.31	22,097	64.40
Mitchell & Pahl Private Wealth, Llc	21,022	55.32	19,339	64.38
Townsend Asset Management Corp /nc/ /adv	20,073	55.35	20,183	64.41
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I	19,082	60.58	18,545	61.09
Coho Partners, Ltd.	18,771	55.35	21,616	64.40
Trust Co Of Vermont	18,342	55.34	18,140	64.39
Stratos Wealth Advisors, LLC	17,717	55.31	18,224	64.37
Highview Capital Management LLC/DE/	16,067	55.33	16,555	64.39
First Command Bank	15,929	55.31	16,710	64.39
First Command Financial Services, Inc.	15,929	55.31	16,710	64.39
Tower Bridge Advisors	15,733	55.36	16,133	64.40
Lester Murray Antman dba SimplyRich	15,380	55.27	15,592	64.33
Geneos Wealth Management Inc.	15,302	56.20	15,242	64.36
Rice Partnership, LLC	15,148	55.32	15,148	64.36
Capital Investment Advisory Services, LLC	14,994	55.36	14,325	64.36
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	13,475	60.56	13,039	61.12
Godsey & Gibb Associates	13,135	55.35	13,135	64.41
Donald L. Hagan, LLC	11,593	55.29	10,549	64.37
Argyle Capital Management Inc.	11,220	55.35	11,220	64.35
Atlantic Union Bankshares Corp	11,020	55.26	11,041	64.40
Stewart & Patten Co Llc	10,900	55.32	10,900	64.40
Jmac Enterprises Llc	10,681	55.33	10,281	64.39
Dearborn Partners Llc	10,606	55.35	8,919	64.36
Covenant Asset Management, LLC	10,160	55.31	10,160	64.37
Shufro Rose & Co Llc	8,818	55.34	6,818	64.39
First Hawaiian Bank	8,527	55.35	8,622	64.37
ABWAX - AB All Market Total Return Portfolio Class A	8,500	60.59	8,900	61.12
Cottage Street Advisors LLC	8,255	55.36	8,255	64.45
Savant Capital, LLC	8,144	55.38	8,344	64.36
Beacon Investment Advisory Services, Inc.	7,339	55.32	7,356	64.44
DSHFX - Destinations Shelter Fund Class I	7,007	60.51	7,007	61.08
Chesapeake Wealth Management	6,867	55.34	7,667	64.30
Grimes & Company, Inc.	6,400	55.31	6,400	64.38
Conning Inc.	6,289	55.33	6,305	64.39
Sequoia Financial Advisors, LLC	6,008	55.26	6,142	64.47
Rnc Capital Management Llc	5,909	55.34	5,892	64.32
Altium Wealth Management LLC	5,892	55.33	15,013	64.41
Richwood Investment Advisors, LLC	5,833	55.37	5,583	64.30
Charles Schwab Trust Co	5,694	55.32	5,616	64.46
BKD Wealth Advisors, LLC	4,925	55.23	4,889	64.43
Mattern Wealth Management LLC	4,858	55.37	4,858	64.43
Edmonds Duncan Registered Investment Advisors, LLC	4,750	55.37	4,750	64.42
WASHINGTON TRUST Co	4,680	55.34	4,843	64.42
Investors Research Corp	4,463	55.34	4,463	64.31
Denali Advisors Llc	4,400	55.23	3,900	64.36
DLCFX - Destinations Large Cap Equity Fund Class I	4,342	60.57	4,750	61.05
HighTower Trust Services, LTA	4,326	54.09	4,355	64.29
SPFIX - S&P 500 Index Fund Direct Shares	4,066	60.50	4,066	60.99
Element Wealth, LLC	4,047	55.35	4,093	64.50
Measured Wealth Private Client Group, LLC	3,943	55.29	4,168	64.30
Spinnaker Trust	3,885	55.34	3,975	64.40
Lincoln Capital LLC	3,781	55.28	3,781	64.27
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	2,561	60.52	2,561	60.91
Spire Wealth Management	2,435	55.44	2,717	64.41
Charter Oak Capital Management, LLC	1,960	55.10	1,929	58.58
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	1,755	60.40	1,755	60.97
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A	1,388	60.52	1,388	61.24
Thompson Siegel & Walmsley Llc	1,020	54.90	1,020	64.71
BCR Wealth Strategies, LLC	813	55.35	813	63.96
Annapolis Financial Services, LLC	700	55.71	700	64.29
Life Planning Partners, Inc	650	55.38	650	64.62
Hc Financial Advisors Inc	400	55.00	400	65.00
Bogart Wealth, LLC	325	55.38	325	64.62
Pacifica Partners Inc.	200	55.00	200	60.00
Tradewinds Capital Management, LLC	176	56.82	310	64.52
Atwood & Palmer Inc	175	57.14	238	63.03
Ogorek Anthony Joseph /ny/ /adv	164	54.88	164	60.98
Beacon Capital Management, Inc.	150	53.33	150	66.67
Arlington Partners LLC	93	53.76	93	64.52
Exchange Traded Concepts, Llc	86	58.14	142	63.38

Past Week 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
PMSAX - Global Multi-Strategy Fund Class A	7,408		7,408
Hexagon Capital Partners LLC	77	51.95	0

Past Week 35 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
FNDX - Schwab Fundamental U.S. Large Company Index ETF	28,269	352,926	60.57	324,657	61.09	8.71
Old National Bancorp /in/	21,120	30,461	55.35	9,341	64.45	226.10
Bank Julius Baer & Co. Ltd, Zurich	9,683	2,753,246	55.33	2,743,563	64.39	0.35
Southern Capital Advisors, Llc	3,669	38,612	55.32	34,943	64.39	10.50
Advisory Resource Group	2,836	43,803	55.34	40,967	64.39	6.92
GAM Holding AG	2,619	185,373	55.33	182,754	64.39	1.43
RWL - Invesco S&P 500 Revenue ETF	2,474	37,260	60.57	34,786	61.09	7.11
Shufro Rose & Co Llc	2,000	8,818	55.34	6,818	64.39	29.33
Dearborn Partners Llc	1,687	10,606	55.35	8,919	64.36	18.91
Mitchell & Pahl Private Wealth, Llc	1,683	21,022	55.32	19,339	64.38	8.70
Toth Financial Advisory Corp	1,384	76,429	55.33	75,045	64.39	1.84
Donald L. Hagan, LLC	1,044	11,593	55.29	10,549	64.37	9.90
Stratos Wealth Partners, LTD.	1,000	34,856	55.34	33,856	64.39	2.95
Meritage Portfolio Management	988	82,087	55.33	81,099	64.39	1.22
Exeter Financial, LLC	795	81,462	55.33	80,667	64.39	0.99
SCHV - Schwab U.S. Large-Cap Value ETF	767	280,582	60.57	279,815	61.09	0.27
Capital Investment Advisory Services, LLC	669	14,994	55.36	14,325	64.36	4.67
NEIAX - Columbia Large Cap Index Fund Class A	594	56,959	60.57	56,365	61.08	1.05
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I	537	19,082	60.58	18,545	61.09	2.90
Denali Advisors Llc	500	4,400	55.23	3,900	64.36	12.82
SCHK - Schwab 1000 Index ETF	499	33,145	60.58	32,646	61.08	1.53
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	436	13,475	60.56	13,039	61.12	3.34
Jmac Enterprises Llc	400	10,681	55.33	10,281	64.39	3.89
PBUS - Invesco PureBeta MSCI USA ETF	314	38,775	60.58	38,461	61.10	0.82
Mcdonald Partners Llc	286	22,383	55.31	22,097	64.40	1.29
Richwood Investment Advisors, LLC	250	5,833	55.37	5,583	64.30	4.48
Trust Co Of Vermont	202	18,342	55.34	18,140	64.39	1.11
Hartford Investment Management Co	197	62,342	55.32	62,145	64.40	0.32
GSB Wealth Management, LLC	138	36,300	55.32	36,162	64.38	0.38
Charles Schwab Trust Co	78	5,694	55.32	5,616	64.46	1.39
Hexagon Capital Partners LLC	77	77	51.95	0		0.00
Geneos Wealth Management Inc.	60	15,302	56.20	15,242	64.36	0.39
BKD Wealth Advisors, LLC	36	4,925	55.23	4,889	64.43	0.74
Charter Oak Capital Management, LLC	31	1,960	55.10	1,929	58.58	1.61
Rnc Capital Management Llc	17	5,909	55.34	5,892	64.32	0.29

Past Week 50 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Allspring Global Investments Holdings, LLC	133,863	64,061	55.32	197,924	64.38	-67.63
Truist Financial Corp	52,160	203,183	55.33	255,343	64.39	-20.43
SCHX - Schwab U.S. Large-Cap ETF	27,117	468,018	60.57	495,135	61.09	-5.48
Triasima Portfolio Management inc.	20,490	35,645	55.32	56,135	64.38	-36.50
Oregon Public Employees Retirement Fund	19,950	101,575	55.33	121,525	64.39	-16.42
Strs Ohio	14,985	37,611	55.33	52,596	64.38	-28.49
Altium Wealth Management LLC	9,121	5,892	55.33	15,013	64.41	-60.75
Wedbush Securities Inc	6,801	26,636	55.34	33,437	64.39	-20.34
Coho Partners, Ltd.	2,845	18,771	55.35	21,616	64.40	-13.16
Wealthfront Advisers Llc	2,548	44,690	55.34	47,238	64.40	-5.39
Liberty Capital Management, Inc.	1,807	81,598	55.33	83,405	64.38	-2.17
Dorsey Wright & Associates	1,775	40,131	55.32	41,906	64.38	-4.24
New Mexico Educational Retirement Board	1,700	33,206	55.32	34,906	64.40	-4.87
SCHB - Schwab U.S. Broad Market ETF	1,311	303,557	60.57	304,868	61.09	-0.43
Regions Financial Corp	879	52,058	55.32	52,937	64.38	-1.66
Chesapeake Wealth Management	800	6,867	55.34	7,667	64.30	-10.43
First Command Financial Services, Inc.	781	15,929	55.31	16,710	64.39	-4.67
First Command Bank	781	15,929	55.31	16,710	64.39	-4.67
Cubic Asset Management, LLC	655	115,538	55.33	116,193	64.39	-0.56
Sandy Spring Bank	637	29,859	55.33	30,496	64.37	-2.09
Welch & Forbes Llc	572	499,848	55.33	500,420	64.39	-0.11
Monarch Capital Management Inc/	510	78,991	55.34	79,501	64.39	-0.64
Stratos Wealth Advisors, LLC	507	17,717	55.31	18,224	64.37	-2.78
Umb Bank N A/mo	500	40,359	55.33	40,859	64.39	-1.22
Highview Capital Management LLC/DE/	488	16,067	55.33	16,555	64.39	-2.95
ABPAX - AB Conservative Wealth Strategy Class A	433	35,194	60.58	35,627	61.08	-1.22
JNBA Financial Advisors	419	223,301	55.33	223,720	64.39	-0.19
DLCFX - Destinations Large Cap Equity Fund Class I	408	4,342	60.57	4,750	61.05	-8.59
Tower Bridge Advisors	400	15,733	55.36	16,133	64.40	-2.48
ABWAX - AB All Market Total Return Portfolio Class A	400	8,500	60.59	8,900	61.12	-4.49
Louisiana State Employees Retirement System	400	37,500	54.96	37,900	66.62	-1.06
Spire Wealth Management	282	2,435	55.44	2,717	64.41	-10.38
Welch Group, LLC	246	34,837	55.34	35,083	64.39	-0.70
Measured Wealth Private Client Group, LLC	225	3,943	55.29	4,168	64.30	-5.40
Lester Murray Antman dba SimplyRich	212	15,380	55.27	15,592	64.33	-1.36
Savant Capital, LLC	200	8,144	55.38	8,344	64.36	-2.40
WASHINGTON TRUST Co	163	4,680	55.34	4,843	64.42	-3.37
Sequoia Financial Advisors, LLC	134	6,008	55.26	6,142	64.47	-2.18
Tradewinds Capital Management, LLC	134	176	56.82	310	64.52	-43.23
Townsend Asset Management Corp /nc/ /adv	110	20,073	55.35	20,183	64.41	-0.55
First Hawaiian Bank	95	8,527	55.35	8,622	64.37	-1.10
Spinnaker Trust	90	3,885	55.34	3,975	64.40	-2.26
Atwood & Palmer Inc	63	175	57.14	238	63.03	-26.47
Exchange Traded Concepts, Llc	56	86	58.14	142	63.38	-39.44
Element Wealth, LLC	46	4,047	55.35	4,093	64.50	-1.12
HighTower Trust Services, LTA	29	4,326	54.09	4,355	64.29	-0.67
Atlantic Union Bankshares Corp	21	11,020	55.26	11,041	64.40	-0.19
Beacon Investment Advisory Services, Inc.	17	7,339	55.32	7,356	64.44	-0.23
Conning Inc.	16	6,289	55.33	6,305	64.39	-0.25
Coastline Trust Co	14	71,966	55.32	71,980	64.39	-0.02

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