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 | 1,343 | 87.00 | 23.32 | 25.03 |
| Previous Quarter | 1,402 | 53.00 | 27.92 | 30.03 |
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 | 64 | 295 | 975 | 31 | 452 | 340 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 1 | 0 | 0 | 0 | 2 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 6 | 4 | 2 | 1 | 3 | 1 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 4 | 1 | 239 | 2 | 86 | 89 |
| 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 | 1 | 0 | 0 | 0 | 0 | 1 |
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 | 56,941,248 | 0.00 | 0.00 | 67,436,328 | 0.00 | 0.00 |
| Previous Quarter | 29,086,770 | 0.00 | 0.00 | 66,962,067 | 0.00 | 0.00 |
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 | 34,261,767 | 23.31 |
| VANGUARD GROUP INC | 32,682,023 | |
| State Street Corp | 32,525,128 | 23.60 |
| BlackRock Inc. | 29,749,002 | 23.31 |
| STATE STREET CORP | 27,564,494 | |
| BlackRock Inc. | 27,015,242 | |
| SDY - SPDR(R) S&P(R) Dividend ETF | 13,820,902 | 23.31 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 8,828,266 | 23.31 |
| Capital Research Global Investors | 8,767,561 | 23.31 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 6,906,592 | 23.31 |
| DVY - iShares Select Dividend ETF | 6,875,953 | 24.59 |
| Clarkston Capital Partners, LLC | 6,848,995 | 23.31 |
| ProShare Advisors LLC | 6,399,548 | 23.31 |
| NOBL - ProShares S&P 500 Dividend Aristocrats ETF | 6,234,079 | 27.08 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 6,201,394 | 23.31 |
| Invesco Ltd. | 6,019,155 | 23.31 |
| Geode Capital Management, Llc | 5,930,991 | 23.27 |
| Charles Schwab Investment Management Inc | 5,135,925 | 23.31 |
| AMECX - INCOME FUND OF AMERICA Class A | 4,828,503 | 24.59 |
| CAIBX - CAPITAL INCOME BUILDER Class A | 3,799,500 | 24.59 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 34,072,606 | 27.92 |
| BlackRock Inc. | 28,906,180 | 27.92 |
| State Street Corp | 27,203,247 | 28.20 |
| SDY - SPDR(R) S&P(R) Dividend ETF | 9,417,815 | 27.92 |
| Capital Research Global Investors | 8,693,626 | 27.92 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 8,655,197 | 27.92 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 6,840,889 | 27.92 |
| Clarkston Capital Partners, LLC | 6,705,145 | 27.92 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 6,159,719 | 27.92 |
| Geode Capital Management, Llc | 5,864,983 | 27.86 |
| DVY - iShares Select Dividend ETF | 5,555,566 | 31.97 |
| Invesco Ltd. | 5,507,038 | 27.92 |
| ProShare Advisors LLC | 5,018,953 | 27.92 |
| Charles Schwab Investment Management Inc | 4,833,431 | 27.92 |
| NOBL - ProShares S&P 500 Dividend Aristocrats ETF | 4,807,579 | 29.73 |
| AMECX - INCOME FUND OF AMERICA Class A | 4,753,503 | 31.97 |
| CAIBX - CAPITAL INCOME BUILDER Class A | 3,799,500 | 31.97 |
| Bank of New York Mellon Corp | 3,579,238 | 27.92 |
| SCHD - Schwab U.S. Dividend Equity ETF | 3,268,586 | 29.73 |
| Northern Trust Corp | 3,172,388 | 27.92 |
| Name | Shares | PPS |
|---|---|---|
| VANGUARD GROUP INC | 32,682,023 | |
| STATE STREET CORP | 27,564,494 | |
| Intech Investment Management Llc | 859,975 | 23.31 |
| Price Jennifer C. | 437,530 | 23.31 |
| GTLOX - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares | 310,157 | 24.59 |
| BancorpSouth Bank | 225,329 | 23.31 |
| Altrius Capital Management Inc | 155,293 | 23.30 |
| FSWCX - Fidelity SAI U.S. Value Index Fund | 146,751 | 24.59 |
| Healthcare Of Ontario Pension Plan Trust Fund | 146,420 | 23.31 |
| Great Lakes Advisors, Llc | 123,216 | 23.31 |
| VSDA - VictoryShares Dividend Accelerator ETF | 107,726 | 23.31 |
| Caisse De Depot Et Placement Du Quebec | 107,660 | 23.31 |
| AGAQX - 361 Global Long/Short Equity Fund Investor Class | 105,112 | 24.59 |
| ERBAX - Eaton Vance Richard Bernstein Equity Strategy Fund Class A | 98,788 | 27.08 |
| PY - Principal Shareholder Yield Index ETF | 96,237 | 23.31 |
| Gries Financial Llc | 64,013 | 23.31 |
| PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF | 47,459 | 24.59 |
| New York Life Investment Management Llc | 43,639 | 23.28 |
| FTLS - First Trust Long/Short Equity ETF | 37,721 | 24.60 |
| Osborne Partners Capital Management, Llc | 33,000 | 23.30 |
| Name | Shares | PPS |
|---|---|---|
| Marshall Wace North America L.P. | 1,724,387 | 29.72 |
| UBS Group AG | 1,001,584 | 27.92 |
| QVG2Q - Growth Portfolio Investor Class | 949,980 | 29.72 |
| FDCAX - Fidelity Capital Appreciation Fund | 873,800 | 31.49 |
| RPV - Invesco S&P 500 Pure Value ETF | 758,433 | 31.49 |
| ABCAX - American Beacon The London Company Income Equity Fund A Class | 713,644 | 32.40 |
| Barclays Plc | 580,885 | 27.92 |
| Qube Research & Technologies Ltd | 482,233 | 27.92 |
| D. E. Shaw & Co., Inc. | 413,778 | 27.92 |
| Two Sigma Investments, Lp | 405,230 | 27.92 |
| FDSVX - Fidelity Growth Discovery Fund | 374,982 | 29.72 |
| Sprott Inc. | 210,000 | 27.92 |
| KBWD - Invesco KBW High Dividend Yield Financial ETF | 204,571 | 32.40 |
| Tudor Investment Corp Et Al | 196,540 | 27.92 |
| Tudor Investment Corp Et Al | 196,540 | 27.92 |
| CFS Investment Advisory Services, LLC | 173,104 | 0.03 |
| Triad Investment Management | 131,345 | 27.92 |
| Man Group plc | 116,228 | 27.92 |
| Jane Street Group, Llc | 104,100 | 27.92 |
| Voloridge Investment Management, Llc | 93,234 | 27.92 |
| Alberta Investment Management Corp | 90,400 | 27.92 |
| GVEYX - VALUE EQUITY FUND Institutional | 84,825 | 33.49 |
| Group One Trading, L.p. | 81,600 | 27.92 |
| Old Mission Capital Llc | 78,388 | 27.93 |
| Renaissance Technologies Llc | 68,600 | 27.92 |
| Banque Pictet & Cie Sa | 67,349 | 27.91 |
| WBIG - WBI BullBear Yield 3000 ETF | 57,464 | 33.48 |
| Legacy Financial Strategies, LLC | 53,439 | 27.92 |
| Atria Investments Llc | 52,982 | 27.92 |
| Trexquant Investment LP | 52,356 | 27.92 |
| Simplex Trading, Llc | 49,400 | 27.91 |
| Mackay Shields Llc | 39,501 | 27.92 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund | 38,297 | 31.49 |
| Mirabella Financial Services Llp | 37,708 | 27.93 |
| Maverick Capital Ltd | 37,080 | 27.91 |
| Q3 Asset Management | 34,118 | 27.90 |
| DDIV - First Trust Dorsey Wright Momentum & Dividend ETF | 32,259 | 29.73 |
| JOET - Virtus Terranova U.S. Quality Momentum ETF | 30,711 | 31.98 |
| Paloma Partners Management Co | 30,555 | 27.92 |
| F3Logic, LLC | 27,359 | 28.03 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) | 26,999 | 29.70 |
| ExodusPoint Capital Management, LP | 25,770 | 27.90 |
| GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 23,725 | 29.72 |
| PDT Partners, LLC | 23,319 | 27.92 |
| Quantamental Technologies LLC | 22,984 | 27.93 |
| Quantinno Capital Management LP | 22,634 | 27.92 |
| Quantbot Technologies LP | 22,080 | 27.90 |
| Teza Capital Management LLC | 19,736 | 27.92 |
| Offit Capital Advisors Llc | 19,585 | 27.93 |
| Bayesian Capital Management, LP | 18,982 | 27.92 |
| First Midwest Bank Trust Division | 18,603 | 33.49 |
| Oak Thistle LLC | 18,556 | 27.92 |
| Mid Atlantic Financial Management Inc/adv | 17,157 | 29.73 |
| World Asset Management Inc | 16,912 | 29.74 |
| Duality Advisers, Lp | 16,076 | 27.93 |
| Harwood Advisory Group, LLC | 15,812 | 27.89 |
| DVLU - First Trust Dorsey Wright Momentum & Value ETF | 15,511 | 29.72 |
| J.w. Cole Advisors, Inc. | 15,303 | 2.16 |
| Echo Street Capital Management LLC | 15,191 | 27.91 |
| GMUEX - GMO U.S. Equity Fund Class III | 14,300 | 32.38 |
| Contravisory Investment Management, Inc. | 12,271 | 27.95 |
| Virtu Financial LLC | 12,021 | 27.95 |
| Brendel Financial Advisors LLC | 12,000 | 27.92 |
| Blueshift Asset Management, LLC | 11,863 | 27.90 |
| Asahi Life Asset Management Co., Ltd. | 11,710 | 27.92 |
| Prentice Wealth Management LLC | 11,285 | 29.69 |
| Covenant Multifamily Offices, LLC | 11,165 | 30.18 |
| Saratoga Research & Investment Management | 10,848 | 27.93 |
| Meiji Yasuda Life Insurance Co | 10,742 | 27.93 |
| GTAPX - Quantitative U.S. Long/Short Equity Portfolio | 10,414 | 31.50 |
| Capstone Investment Advisors, Llc | 10,400 | 27.88 |
| Capstone Investment Advisors, Llc | 10,400 | 27.88 |
| Walleye Capital LLC | 10,109 | 27.90 |
| IMSIX - IMS Strategic Income Fund Institutional Class Shares | 10,100 | 29.70 |
| IMS Capital Management | 9,967 | 27.89 |
| Affinity Wealth Management Llc | 9,457 | 26.44 |
| Pendal Group Ltd | 9,414 | 27.94 |
| Continuum Advisory, LLC | 9,083 | 24.55 |
| Integrated Investment Consultants, LLC | 9,044 | 27.97 |
| Bank Of Nova Scotia | 8,801 | 27.95 |
| Smith Shellnut Wilson Llc /adv | 8,752 | 27.88 |
| Aaron Wealth Advisors LLC | 8,655 | 35.82 |
| B. Metzler seel. Sohn & Co. Holding AG | 8,481 | 29.71 |
| MQS Management LLC | 8,342 | 27.93 |
| Eschler Asset Management LLP | 8,098 | 27.91 |
| Latitude Advisors, LLC | 8,024 | 27.92 |
| Edgestream Partners, L.P. | 8,014 | 27.95 |
| Maven Securities LTD | 7,900 | 27.97 |
| Maven Securities LTD | 7,900 | 27.97 |
| Pearl River Capital, LLC | 7,829 | 27.97 |
| Ballentine Partners, LLC | 7,757 | 33.52 |
| RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity | 7,571 | 29.72 |
| Haverford Trust Co | 7,501 | 27.86 |
| M&g Investment Management Ltd | 7,473 | 27.97 |
| Redpoint Investment Management Pty Ltd | 7,469 | 27.98 |
| NUMV - Nuveen ESG Mid-Cap Value ETF | 7,388 | 31.54 |
| IFG Advisory, LLC | 7,317 | 27.88 |
| Avalon Advisors, Llc | 7,278 | 27.89 |
| Leeward Financial Partners, LLC | 7,269 | 27.93 |
| Boothbay Fund Management, Llc | 7,209 | 27.88 |
| Summit Trail Advisors, Llc | 7,086 | 28.22 |
| IFP Advisors, Inc | 5,651 | 34.86 |
| Beecher Investors Inc | 4,850 | 27.84 |
| Centaurus Financial, Inc. | 4,811 | 27.85 |
| NuWave Investment Management, LLC | 4,720 | 27.97 |
| RYZAX - S&P 500 Pure Value Fund Class H | 4,499 | 29.78 |
| Bbva Usa | 4,487 | 29.64 |
| Wealth Quarterback LLC | 3,858 | |
| State of Wyoming | 2,150 | 27.91 |
| Berman Capital Advisors, LLC | 1,898 | 29.50 |
| AABFX - Thrivent Balanced Income Plus Fund Class A | 1,218 | 31.20 |
| Denali Advisors Llc | 1,100 | 28.18 |
| Prospera Financial Services Inc | 897 | 27.87 |
| SCAUX - Invesco Low Volatility Equity Yield Fund Class A | 893 | 32.47 |
| PWS - Pacer WealthShield ETF | 709 | 31.03 |
| REVS - Columbia Research Enhanced Value ETF | 641 | 31.20 |
| RECS - Columbia Research Enhanced Core ETF | 481 | 31.19 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio | 433 | 34.64 |
| NUDV - Nuveen ESG Dividend ETF | 379 | 31.66 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I | 350 | 34.29 |
| Piscataqua Savings Bank | 300 | 26.67 |
| Highlander Capital Management, LLC | 300 | |
| GoalVest Advisory LLC | 172 | 29.07 |
| Tcwp Llc | 165 | 24.24 |
| Carroll Financial Associates, Inc. | 158 | 31.65 |
| Bedel Financial Consulting, Inc. | 120 | 25.00 |
| Fieldpoint Private Securities, LLC | 117 | 25.64 |
| Reilly Financial Advisors, Llc | 108 | 37.04 |
| Sonora Investment Management, LLC | 108 | 27.78 |
| NSFGX - Natixis Sustainable Future 2035 Fund Class N | 107 | 28.04 |
| Tarbox Family Office, Inc. | 98 | 30.61 |
| NSFFX - Natixis Sustainable Future 2030 Fund Class N | 95 | 31.58 |
| NSFJX - Natixis Sustainable Future 2045 Fund Class N | 92 | 32.61 |
| NSFKX - Natixis Sustainable Future 2050 Fund Class N | 89 | 33.71 |
| Cordant, Inc. | 83 | 24.10 |
| NSFHX - Natixis Sustainable Future 2040 Fund Class N | 74 | 27.03 |
| NSFLX - Natixis Sustainable Future 2055 Fund Class N | 65 | 30.77 |
| NSFEX - Natixis Sustainable Future 2025 Fund Class N | 52 | 38.46 |
| USA Financial Portformulas Corp | 48 | 20.83 |
| NSFMX - Natixis Sustainable Future 2060 Fund Class N | 46 | 21.74 |
| Assetmark, Inc | 23 | 43.48 |
| NEXT Financial Group, Inc | 23 | 43.48 |
| NSFDX - Natixis Sustainable Future 2020 Fund Class N | 20 | 50.00 |
| Arrowstreet Capital, Limited Partnership | ||
| Twin Capital Management Inc | ||
| Advisors Capital Management, LLC | ||
| Oakworth Capital, Inc. | ||
| LVW Advisors, LLC | ||
| FVD - First Trust Value Line Dividend Index Fund | ||
| Occudo Quantitative Strategies Lp | ||
| Syverson Strege & Co | ||
| Zacks Investment Management | ||
| Weld Capital Management Llc | ||
| Connor, Clark & Lunn Investment Management Ltd. | ||
| First National Bank Of Omaha | ||
| Sofos Investments, Inc. | ||
| GDMYX - Defensive Market Strategies Fund Institutional | ||
| Horizon Investments, LLC | ||
| VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class | ||
| Castleview Partners, Llc | ||
| Ogorek Anthony Joseph /ny/ /adv | ||
| Cooper Financial Group | ||
| Savior LLC | ||
| Cigna Investments Inc /new | ||
| Migdal Insurance & Financial Holdings Ltd. | ||
| Berkshire Bank | ||
| Engineers Gate Manager LP | ||
| AFMC - First Trust Active Factor Mid Cap ETF | ||
| Welch & Forbes Llc | ||
| Interval Partners, LP | ||
| Sepio Capital, LP | ||
| GAOAX - JPMorgan Global Allocation Fund Class A | ||
| Amplius Wealth Advisors, LLC | ||
| Stonebridge Capital Advisors LLC | ||
| TWVLX - Value Fund Investor Class | ||
| Signet Financial Management, Llc | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Weiss Strategic Interval Fund | ||
| HLGE - Hartford Longevity Economy ETF | ||
| FDx Advisors, Inc. | ||
| BI Asset Management Fondsmaeglerselskab A/S | ||
| Mrj Capital Inc | ||
| Silvercrest Asset Management Group Llc | ||
| FUMIX - Fidelity SAI U.S. Momentum Index Fund | ||
| Stonnington Group, Llc | ||
| Aquatic Capital Management LLC | ||
| Seven Eight Capital, Lp | ||
| Polaris Wealth Advisory Group, LLC | ||
| GAM Holding AG | ||
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ||
| Ntv Asset Management Llc | ||
| Trust Co Of Vermont | ||
| AFLG - First Trust Active Factor Large Cap ETF | ||
| Elmwood Wealth Management, Inc. | ||
| First Citizens Bank & Trust Co | ||
| Norges Bank | ||
| Vectors Research Management, LLC | ||
| Salvus Wealth Management, LLC | ||
| ABPAX - AB Conservative Wealth Strategy Class A | ||
| IBM Retirement Fund | ||
| Paulson Wealth Management Inc. | ||
| Corton Capital Inc. | ||
| O'shaughnessy Asset Management, Llc | ||
| BLES - Inspire Global Hope ETF | ||
| FUKOKU MUTUAL LIFE INSURANCE Co | ||
| Angeles Investment Advisors, LLC | ||
| Quantitative Systematic Strategies LLC | ||
| Susquehanna Fundamental Investments, Llc | ||
| Neo Ivy Capital Management | ||
| Brinker Capital Investments, LLC | ||
| Live Oak Private Wealth LLC | ||
| Wolverine Asset Management Llc | ||
| Johnson Financial Group, Inc. | ||
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | ||
| AMP Capital Investors Ltd | ||
| PineBridge Investments, L.P. | ||
| Point72 Europe (London) LLP | ||
| Salem Investment Counselors Inc | ||
| Cullen/frost Bankers, Inc. | ||
| First Personal Financial Services | ||
| NSFBX - Natixis Sustainable Future 2015 Fund Class N | ||
| VCGAX - Growth & Income Fund | ||
| Moors & Cabot, Inc. | ||
| Point72 Asset Management, L.P. | ||
| Emerald Investment Partners, Llc | ||
| Sawtooth Solutions, LLC | ||
| Artemis Investment Management LLP | ||
| Snowden Capital Advisors LLC | ||
| Barings Llc | ||
| VMNFX - Vanguard Market Neutral Fund Investor Shares | ||
| Advisory Research Inc | ||
| Patton Fund Management, Inc. | ||
| Enterprise Financial Services Corp | ||
| Chesapeake Wealth Management | ||
| Versor Investments LP | ||
| Gemmer Asset Management LLC | ||
| AVPIX - Vp Value Fund Class I | ||
| ABWAX - AB All Market Total Return Portfolio Class A | ||
| Creative Financial Designs Inc /adv | ||
| Magnetar Financial LLC | ||
| Kiltearn Partners LLP | ||
| Chicago Capital, LLC | ||
| CWM Advisors, LLC | ||
| Meridian Wealth Partners, LLC | ||
| Shelton Capital Management | ||
| Adirondack Trust Co | ||
| Steel Peak Wealth Management LLC | ||
| Lee Financial Co | ||
| Twinbeech Capital Lp | ||
| Bellwether Advisors, LLC | ||
| HighTower Trust Services, LTA | ||
| Kestra Private Wealth Services, Llc | ||
| Exos Asset Management LLC | ||
| London Co Of Virginia | ||
| Hrt Financial Lp | ||
| Jones Financial Companies Lllp | ||
| Point72 Hong Kong Ltd | ||
| CIBC World Markets Inc. | ||
| Plante Moran Financial Advisors, LLC | ||
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class | ||
| Corbenic Partners LLC | ||
| Trustcore Financial Services, Llc | ||
| Cassady Schiller Wealth Management, LLC | ||
| Integrated Advisors Network LLC | ||
| Jefferies Group LLC | ||
| Dark Forest Capital Management Lp | ||
| Minot Wealth Management LLC | ||
| TLARX - Transamerica Large Core R | ||
| Quadrature Capital Ltd | ||
| Dynamic Technology Lab Private Ltd | ||
| GFSYX - Strategic Alternatives Fund Institutional | ||
| Polar Asset Management Partners Inc. | ||
| Jump Financial, LLC | ||
| Cahill Financial Advisors Inc | ||
| WestEnd Advisors, LLC | ||
| US Asset Management LLC | ||
| Eudaimonia Partners, LLC | ||
| SRS Capital Advisors, Inc. | ||
| Modera Wealth Management, LLC | ||
| Krane Funds Advisors LLC | ||
| Gyon Technologies Capital Management, LP | ||
| Evergreen Capital Management Llc | ||
| Alpine Global Management, LLC | ||
| FORA Capital, LLC | ||
| Evolution Wealth Advisors, LLC | ||
| Ellevest, Inc. | ||
| Fiera Capital Corp | ||
| Cipher Capital LP | ||
| Parallax Volatility Advisers, L.P. | ||
| Parallax Volatility Advisers, L.P. | ||
| Prelude Capital Management, Llc | ||
| Sound Financial Strategies Group, LLC | ||
| Braun-Bostich & Associates Inc. | ||
| ACVVX - Ac Alternatives Market Neutral Value Fund Investor Class | 33.43 | |
| NLSAX - Neuberger Berman Long Short Fund Class A | 31.97 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Vanguard Group Inc | 34,261,767 | 23.31 | 34,072,606 | 27.92 |
| State Street Corp | 32,525,128 | 23.60 | 27,203,247 | 28.20 |
| BlackRock Inc. | 29,749,002 | 23.31 | 28,906,180 | 27.92 |
| SDY - SPDR(R) S&P(R) Dividend ETF | 13,820,902 | 23.31 | 9,417,815 | 27.92 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 8,828,266 | 23.31 | 8,655,197 | 27.92 |
| Capital Research Global Investors | 8,767,561 | 23.31 | 8,693,626 | 27.92 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 6,906,592 | 23.31 | 6,840,889 | 27.92 |
| DVY - iShares Select Dividend ETF | 6,875,953 | 24.59 | 5,555,566 | 31.97 |
| Clarkston Capital Partners, LLC | 6,848,995 | 23.31 | 6,705,145 | 27.92 |
| ProShare Advisors LLC | 6,399,548 | 23.31 | 5,018,953 | 27.92 |
| NOBL - ProShares S&P 500 Dividend Aristocrats ETF | 6,234,079 | 27.08 | 4,807,579 | 29.73 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 6,201,394 | 23.31 | 6,159,719 | 27.92 |
| Invesco Ltd. | 6,019,155 | 23.31 | 5,507,038 | 27.92 |
| Geode Capital Management, Llc | 5,930,991 | 23.27 | 5,864,983 | 27.86 |
| Charles Schwab Investment Management Inc | 5,135,925 | 23.31 | 4,833,431 | 27.92 |
| AMECX - INCOME FUND OF AMERICA Class A | 4,828,503 | 24.59 | 4,753,503 | 31.97 |
| CAIBX - CAPITAL INCOME BUILDER Class A | 3,799,500 | 24.59 | 3,799,500 | 31.97 |
| Bank of New York Mellon Corp | 3,707,721 | 23.31 | 3,579,238 | 27.92 |
| Morgan Stanley | 3,453,811 | 23.31 | 1,884,869 | 27.92 |
| SCHD - Schwab U.S. Dividend Equity ETF | 3,353,354 | 27.08 | 3,268,586 | 29.73 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Balyasny Asset Management Llc | 504,911 | 23.31 | 0 | |
| Parallax Volatility Advisers, L.P. | 50,100 | 23.31 | 0 | |
| Sciencast Management LP | 46,419 | 27.38 | 0 | |
| Canada Pension Plan Investment Board | 35,900 | 23.31 | 0 | |
| Aigen Investment Management, Lp | 29,705 | 23.30 | 0 | |
| Holocene Advisors, LP | 26,726 | 23.31 | 0 | |
| Kestra Advisory Services, LLC | 22,998 | 0.04 | 11,104 | |
| Securian Asset Management, Inc | 22,910 | 0.04 | 23,110 | 0.04 |
| XTX Topco Ltd | 19,856 | 23.32 | 0 | |
| Eqis Capital Management, Inc. | 15,616 | 23310.00 | 16,455 | 27.89 |
| CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class | 12,246 | 24.58 | 0 | |
| HAP Trading, LLC | 11,900 | 0.42 | 16,100 | 0.06 |
| Bridgefront Capital, LLC | 11,779 | 23.35 | 0 | |
| Alphacrest Capital Management Llc | 10,927 | 23.34 | 0 | |
| RFG Advisory, LLC | 9,058 | 27.60 | 0 | |
| Balentine LLC | 8,738 | 23.35 | 0 | |
| Prelude Capital Management, Llc | 8,600 | 23.26 | 0 | |
| Paragon Capital Management Ltd | 8,579 | 23.31 | 0 | |
| Cutler Group LP | 6,600 | 9.24 | 10,200 | 2.06 |
| Altshuler Shaham Ltd | 5,453 | 23.29 | 0 |
| Name | Current Puts |
|---|---|
| Connacht Asset Management LP | 55,000 |
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|---|
| Capstone Investment Advisors, Llc | 10,400 |
| Maven Securities LTD | 7,900 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|---|---|---|---|
| Two Sigma Securities, Llc | 731 | 12,400 | 11,669 | 6.26 |
| Prelude Capital Management, Llc | 8,600 | 8,600 | 0 | 0.00 |
| Jane Street Group, Llc | 16,800 | 120,900 | 104,100 | 16.14 |
| Simplex Trading, Llc | 54,300 | 103,700 | 49,400 | 109.92 |
| Susquehanna International Group, Llp | 185,800 | 327,900 | 142,100 | 130.75 |
| Sandler Capital Management | 500,000 | 1,000,000 | 500,000 | 100.00 |
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Wolverine Trading, Llc | 12,300 | 45,800 | 33,500 | 36.72 |
| Group One Trading, L.p. | 16,600 | 98,200 | 81,600 | 20.34 |
| Parallax Volatility Advisers, L.P. | 50,100 | 50,100 | 0 | 0.00 |
| Walleye Trading LLC | 177,400 | 238,600 | 61,200 | 289.87 |
| Name |
|---|
| BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund |
| JMNAX - JPMorgan Research Market Neutral Fund Class A |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|---|---|---|---|
| Cutler Group LP | 3,600 | 6,600 | 10,200 | -35.29 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Twin Tree Management, LP | 693,300 | 355,500 | 1,048,800 | -66.10 |
| Tudor Investment Corp Et Al | 165,540 | 31,000 | 196,540 | -84.23 |
| HAP Trading, LLC | 4,200 | 11,900 | 16,100 | -26.09 |
| Name |
|---|
| JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I |
| Name | Shares | PPS |
|---|---|---|
| VSDA - VictoryShares Dividend Accelerator ETF | 107,726 | 23.31 |
| ETHO - Etho Climate Leadership U.S. ETF | 23,590 | 23.31 |
| QWVPX - Clearwater Core Equity Fund | 14,747 | 23.33 |
| VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 280 | 25.00 |
| Name | Shares | PPS |
|---|---|---|
| M&g Investment Management Ltd | 7,473 | 27.97 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| SDY - SPDR(R) S&P(R) Dividend ETF | 13,820,902 | 23.31 | 9,417,815 | 27.92 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 8,828,266 | 23.31 | 8,655,197 | 27.92 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 6,906,592 | 23.31 | 6,840,889 | 27.92 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 6,201,394 | 23.31 | 6,159,719 | 27.92 |
| SPYD - SPDR(R) Portfolio S&P 500 High Dividend ETF | 3,237,156 | 23.31 | 2,431,688 | 27.92 |
| Spdr S&p 500 Etf Trust | 2,965,337 | 23.31 | 2,982,792 | 27.92 |
| VMVIX - Vanguard Mid-Cap Value Index Fund Investor Shares | 2,643,906 | 23.31 | 2,530,026 | 27.92 |
| VIVAX - Vanguard Value Index Fund Investor Shares | 2,600,909 | 23.31 | 2,501,076 | 27.92 |
| XLF - The Financial Select Sector SPDR Fund | 2,354,841 | 23.31 | 3,046,159 | 27.92 |
| IVV - iShares Core S&P 500 ETF | 2,328,638 | 23.31 | 2,445,595 | 27.92 |
| VINIX - Vanguard Institutional Index Fund Institutional Shares | 2,076,680 | 23.31 | 2,101,927 | 27.92 |
| CFSMX - Clarkston Partners Fund Founders Class | 1,760,000 | 23.31 | 1,760,000 | 27.92 |
| DON - WisdomTree U.S. MidCap Dividend Fund N/A | 1,020,867 | 23.31 | 994,125 | 27.92 |
| IWD - iShares Russell 1000 Value ETF | 815,787 | 23.31 | 788,491 | 27.92 |
| IWR - iShares Russell Mid-Cap ETF | 795,762 | 23.31 | 812,945 | 27.92 |
| CIMDX - Clarkston Founders Fund Institutional Class | 730,000 | 23.31 | 508,690 | 27.92 |
| IWS - iShares Russell Mid-Cap Value ETF | 592,169 | 23.31 | 590,640 | 27.92 |
| PRFDX - T. Rowe Price Equity Income Fund | 580,000 | 23.31 | 580,000 | 27.92 |
| CDC - VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 444,973 | 23.31 | 335,491 | 27.92 |
| Jnl Series Trust - Jnl/s&p 4 Fund (a) | 377,128 | 23.31 | 385,799 | 27.92 |
| VEIPX - Vanguard Equity Income Fund Investor Shares | 366,403 | 23.31 | 431,508 | 27.92 |
| SDVY - First Trust SMID Cap Rising Dividend Achievers ETF | 333,429 | 23.31 | 327,400 | 27.92 |
| VLACX - Vanguard Large-Cap Index Fund Investor Shares | 319,144 | 23.31 | 313,169 | 27.92 |
| GSPKX - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional | 307,800 | 23.31 | 252,800 | 27.92 |
| ITOT - iShares Core S&P Total U.S. Stock Market ETF | 301,057 | 23.31 | 275,234 | 27.92 |
| CUSUX - Six Circles U.S. Unconstrained Equity Fund | 265,525 | 23.31 | 148,360 | 27.92 |
| CBHAX - Victory Market Neutral Income Fund Class A | 260,015 | 23.31 | 155,879 | 27.92 |
| QCSTRX - Stock Account Class R1 | 257,044 | 23.31 | 267,677 | 27.92 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio | 241,316 | 23.31 | 241,316 | 27.92 |
| VBINX - Vanguard Balanced Index Fund Investor Shares | 230,498 | 23.31 | 230,498 | 27.92 |
| IVE - iShares S&P 500 Value ETF | 226,171 | 23.31 | 209,801 | 27.92 |
| IVW - iShares S&P 500 Growth ETF | 219,976 | 23.31 | 240,628 | 27.92 |
| IWB - iShares Russell 1000 ETF | 218,627 | 23.31 | 201,857 | 27.92 |
| PKAIX - PIMCO RAE US Fund Institutional Class | 209,354 | 23.31 | 357,226 | 27.92 |
| VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 203,335 | 23.31 | 203,335 | 27.92 |
| PREIX - T. Rowe Price Equity Index 500 Fund | 198,691 | 23.31 | 219,654 | 27.92 |
| IDAAX - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A | 172,820 | 23.31 | 171,850 | 27.92 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio | 170,784 | 23.31 | 161,878 | 27.92 |
| QCEQRX - Equity Index Account Class R1 | 158,845 | 23.31 | 158,845 | 27.92 |
| AIVL - WisdomTree U.S. Dividend ex-Financials Fund N/A | 137,359 | 23.31 | 62,158 | 27.91 |
| CILGX - Clarkston Fund Institutional Class | 135,000 | 23.31 | 117,000 | 27.92 |
| ONEY - SPDR Russell 1000 Yield Focus ETF | 128,282 | 23.31 | 91,421 | 27.91 |
| SPYV - SPDR(R) Portfolio S&P 500 Value ETF | 115,004 | 23.31 | 118,676 | 27.92 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio | 111,747 | 23.31 | 112,747 | 27.92 |
| BBVLX - Bridge Builder Large Cap Value Fund | 111,151 | 23.31 | 110,458 | 27.92 |
| SPLG - SPDR(R) Portfolio Large Cap ETF | 111,138 | 23.31 | 106,238 | 27.92 |
| QCSCRX - Social Choice Account Class R1 | 103,844 | 23.31 | 103,844 | 27.92 |
| NOSIX - Northern Stock Index Fund | 97,587 | 23.31 | 73,461 | 27.92 |
| SPYG - SPDR(R) Portfolio S&P 500 Growth ETF | 97,376 | 23.31 | 92,690 | 27.92 |
| IUSV - iShares Core S&P U.S. Value ETF | 94,892 | 23.31 | 92,572 | 27.92 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) | 93,311 | 23.31 | 112,776 | 27.92 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) | 90,691 | 23.31 | 90,691 | 27.92 |
| XAOKX - Index 500 Portfolio Initial Class | 88,068 | 23.31 | 88,281 | 27.92 |
| USSPX - 500 Index Fund -Member Shares | 85,779 | 23.32 | 87,749 | 27.92 |
| IUSG - iShares Core S&P U.S. Growth ETF | 82,591 | 23.31 | 79,103 | 27.93 |
| CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund | 81,556 | 23.31 | 63,398 | 27.92 |
| DHS - WisdomTree U.S. High Dividend Fund N/A | 77,657 | 23.31 | 66,053 | 27.92 |
| CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A | 76,686 | 23.32 | 57,905 | 27.93 |
| IWV - iShares Russell 3000 ETF | 75,898 | 23.31 | 76,147 | 27.92 |
| JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) | 75,752 | 23.31 | 79,192 | 27.92 |
| RIMHX - City National Rochdale Dividend & Income Fund Class N | 71,000 | 23.31 | 71,000 | 27.92 |
| CDL - VictoryShares US Large Cap High Div Volatility Wtd ETF | 66,305 | 23.32 | 60,889 | 27.92 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio | 65,071 | 23.31 | 64,441 | 27.92 |
| WBIY - WBI Power Factor High Dividend ETF | 63,726 | 23.30 | 29,670 | 27.91 |
| AUXAX - Auxier Focus Fund A Shares | 63,668 | 23.31 | 63,668 | 27.93 |
| HLEIX - JPMorgan Equity Index Fund Class I | 63,198 | 23.31 | 58,889 | 27.92 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB | 62,738 | 23.30 | 62,738 | 27.93 |
| KCE - SPDR(R) S&P Capital Markets ETF | 62,378 | 23.31 | 91,790 | 27.92 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA | 61,690 | 23.31 | 61,811 | 27.92 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A | 58,350 | 23.31 | 59,705 | 27.92 |
| JFIVX - 500 Index Trust NAV | 57,236 | 23.31 | 57,236 | 27.92 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA | 54,890 | 23.30 | 54,890 | 27.93 |
| ONEV - SPDR Russell 1000 Low Volatility Focus ETF | 52,272 | 23.30 | 24,936 | 27.91 |
| CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF | 51,795 | 23.30 | 51,468 | 27.92 |
| SSEYX - State Street Equity 500 Index II Portfolio | 51,589 | 23.32 | 51,589 | 27.91 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV | 50,305 | 23.32 | 50,305 | 27.93 |
| TPHD - Timothy Plan High Dividend Stock ETF | 49,606 | 23.30 | 30,576 | 27.93 |
| CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A | 47,893 | 23.30 | 47,893 | 27.92 |
| VQNPX - Vanguard Growth and Income Fund Investor Shares | 45,700 | 23.30 | 129,050 | 27.92 |
| Gabelli Dividend & Income Trust | 41,000 | 23.32 | 41,000 | 27.93 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 | 40,856 | 23.30 | 40,856 | 27.93 |
| SPTM - SPDR(R) Portfolio Total Stock Market ETF | 40,766 | 23.30 | 40,557 | 27.91 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA | 39,664 | 23.32 | 39,729 | 27.91 |
| FIMVX - Fidelity Mid Cap Value Index Fund | 37,954 | 23.32 | 43,198 | 27.92 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I | 36,165 | 23.31 | 28,269 | 27.91 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) | 35,698 | 23.31 | 40,525 | 27.91 |
| ULVM - VictoryShares USAA MSCI USA Value Momentum ETF | 34,778 | 23.32 | 30,193 | 27.92 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV | 32,790 | 23.30 | 32,790 | 27.90 |
| IXG - iShares Global Financials ETF | 32,508 | 23.32 | 39,716 | 27.92 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA | 32,049 | 23.31 | 33,610 | 27.91 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I | 31,577 | 23.31 | 31,577 | 27.93 |
| CFA - VictoryShares US 500 Volatility Wtd ETF | 30,988 | 23.30 | 31,876 | 27.92 |
| DTD - WisdomTree U.S. Total Dividend Fund N/A | 30,510 | 23.30 | 29,118 | 27.92 |
| DNLDX - BNY Mellon Active MidCap Fund Class A | 30,270 | 23.32 | 30,380 | 27.91 |
| MXVIX - Great-West S&P 500 Index Fund Investor Class | 28,869 | 23.31 | 28,869 | 27.92 |
| MXEQX - Great-West Large Cap Value Fund Investor Class | 28,200 | 23.30 | 28,200 | 27.91 |
| Gabelli Equity Trust Inc | 27,420 | 23.30 | 31,820 | 27.91 |
| T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio | 25,940 | 23.32 | 25,940 | 27.91 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class | 25,672 | 23.29 | 25,868 | 27.91 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares | 23,930 | 23.32 | 23,930 | 27.91 |
| GEQYX - EQUITY INDEX FUND Institutional | 23,495 | 23.32 | 23,495 | 27.92 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 | 22,367 | 23.29 | 22,367 | 27.90 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 | 22,095 | 23.31 | 21,555 | 27.93 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K | 21,228 | 23.32 | 21,431 | 27.90 |
| LEAD - Siren DIVCON Leaders Dividend ETF | 21,008 | 23.32 | 24,608 | 27.92 |
| MIEAX - MM S&P 500 Index Fund Class R4 | 20,802 | 23.32 | 24,142 | 27.92 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) | 19,926 | 23.29 | 19,926 | 27.90 |
| POMIX - T. Rowe Price Total Equity Market Index Fund | 18,800 | 23.30 | 18,800 | 27.93 |
| TPLC - Timothy Plan US Large Cap Core ETF | 18,496 | 23.30 | 12,706 | 27.94 |
| EPS - WisdomTree U.S. LargeCap Fund N/A | 17,910 | 23.28 | 17,370 | 27.92 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B | 17,522 | 23.29 | 16,299 | 27.92 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I | 17,022 | 23.32 | 18,622 | 27.92 |
| TPHE - Timothy Plan High Dividend Stock Enhanced ETF | 16,964 | 23.28 | 11,278 | 27.93 |
| HCVEX - The Value Equity Portfolio HC Strategic Shares | 16,955 | 23.30 | 16,955 | 27.90 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 | 14,800 | 23.31 | 16,032 | 27.94 |
| NSRKK - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K | 14,530 | 23.33 | 14,530 | 27.94 |
| GMLGX - GuideMark(R) Large Cap Core Fund Service Shares | 14,395 | 23.34 | 10,502 | 27.90 |
| SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF | 14,207 | 23.30 | 13,605 | 27.93 |
| CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A | 13,799 | 23.34 | 14,369 | 27.91 |
| MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class | 13,702 | 23.28 | 13,702 | 27.95 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio | 13,576 | 23.28 | 13,576 | 27.92 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P | 13,025 | 23.34 | 13,025 | 27.95 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 | 12,976 | 23.27 | 12,787 | 27.92 |
| BOYAX - BOYAR VALUE FUND INC Class A Shares | 12,359 | 23.30 | 12,359 | 27.91 |
| ONEO - SPDR Russell 1000 Momentum Focus ETF | 12,036 | 23.35 | 27,084 | 27.91 |
| GARTX - Goldman Sachs Absolute Return Tracker Fund Class A | 12,028 | 23.28 | 11,355 | 27.92 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A | 11,880 | 23.32 | 11,892 | 27.92 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P | 11,794 | 23.32 | 12,265 | 27.88 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA | 11,773 | 23.27 | 11,365 | 27.89 |
| DFND - Siren DIVCON Dividend Defender ETF | 10,510 | 23.31 | 12,203 | 27.94 |
| SPYX - SPDR S&P 500 Fossil Fuel Reserves Free ETF | 10,376 | 23.32 | 10,280 | 27.92 |
| SWP1Z - Schwab S&P 500 Index Portfolio | 10,298 | 23.31 | 10,608 | 27.90 |
| ROUS - Hartford Multifactor US Equity ETF | 9,797 | 23.27 | 7,722 | 27.97 |
| JETSX - Total Stock Market Index Trust NAV | 8,892 | 23.28 | 8,892 | 27.89 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio | 8,805 | 23.28 | 9,021 | 27.93 |
| HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares | 8,637 | 23.27 | 8,637 | 27.90 |
| BBVSX - Bridge Builder Small/Mid Cap Value Fund | 8,491 | 23.32 | 7,777 | 27.90 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA | 8,397 | 23.34 | 9,730 | 27.95 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class | 8,279 | 23.31 | 8,074 | 27.87 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 | 8,252 | 23.27 | 8,352 | 27.90 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity | 8,239 | 23.30 | 8,239 | 27.92 |
| SLGFX - SIMT Large Cap Index Fund Class F | 7,700 | 23.25 | 7,400 | 27.97 |
| INDEX - S&P 500(R) Equal Weight No Load Shares | 7,422 | 23.31 | 5,876 | 33.53 |
| SFAAX - Wells Fargo Index Asset Allocation Fund Class A | 7,418 | 23.32 | 7,519 | 27.93 |
| SSPIX - SIMT S&P 500 Index Fund Class F | 7,038 | 23.30 | 7,238 | 27.91 |
| VLU - SPDR S&P 1500 Value Tilt ETF | 6,987 | 23.33 | 8,677 | 27.89 |
| NCGFX - New Covenant Growth Fund | 6,856 | 23.34 | 6,856 | 27.86 |
| AQGNX - AQR Global Equity Fund Class N | 6,440 | 23.29 | 6,092 | 27.91 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B | 6,172 | 23.33 | 6,578 | 27.97 |
| QUS - SPDR MSCI USA StrategicFactors ETF | 6,024 | 23.24 | 4,846 | 27.86 |
| GFSIX - The Gabelli Global Financial Services Fund CLASS I | 5,950 | 23.36 | 13,150 | 27.91 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund | 5,820 | 23.37 | 5,820 | 27.84 |
| PSIAX - PGIM QMA STOCK INDEX FUND Class A | 5,742 | 23.34 | 5,742 | 27.86 |
| LOPP - Gabelli Love Our Planet & People ETF | 5,488 | 23.32 | 5,488 | 27.88 |
| DURA - VanEck Vectors Morningstar Durable Dividend ETF | 5,420 | 23.25 | 4,094 | 27.85 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A | 5,380 | 23.23 | 5,380 | 27.88 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB | 5,351 | 23.36 | 5,599 | 27.86 |
| SDYAX - SIMT Dynamic Asset Allocation Fund Class F | 5,343 | 23.40 | 5,343 | 27.89 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I | 5,293 | 23.24 | 5,395 | 27.99 |
| EFIV - Spdr S&p 500 Esg Etf | 5,276 | 23.31 | 4,920 | 27.85 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B | 5,019 | 23.31 | 6,634 | 27.89 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A | 5,018 | 23.32 | 5,018 | 27.90 |
| MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 4,887 | 23.33 | 4,593 | 27.87 |
| TLSTX - Stock Index Fund | 4,751 | 23.36 | 4,751 | 27.99 |
| RESP - WisdomTree U.S. Total Market Fund N/A | 4,506 | 23.30 | 4,530 | 27.81 |
| MAGA - Point Bridge GOP Stock Tracker ETF | 4,401 | 23.40 | 3,883 | 27.81 |
| MEPAX - MassMutual Premier Disciplined Value Fund Class A | 4,282 | 23.35 | 545 | 27.52 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) | 3,884 | 23.43 | 4,388 | 28.03 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA | 3,792 | 23.21 | 3,792 | 27.95 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class | 3,748 | 23.21 | 3,510 | 27.92 |
| MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS | 3,741 | 23.26 | 2,704 | 27.74 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service | 3,627 | 23.44 | 3,627 | 27.85 |
| DEW - WisdomTree Global High Dividend Fund N/A | 3,597 | 23.35 | 2,855 | 28.02 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA | 3,550 | 23.38 | 3,550 | 27.89 |
| TEQI - T. Rowe Price Equity Income ETF | 3,301 | 23.33 | 2,603 | 28.04 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) | 3,289 | 23.41 | 1,715 | 29.74 |
| CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A | 3,151 | 23.17 | 3,307 | 27.82 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 | 2,986 | 23.44 | 3,025 | 27.77 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A | 2,957 | 23.33 | 2,949 | 27.81 |
| RNDV - US Equity Dividend Select ETF | 2,890 | 23.18 | 2,000 | 28.00 |
| SAAAX - SIMT MULTI-ASSET ACCUMULATION FUND Class F | 2,773 | 23.44 | 2,773 | 27.77 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund | 2,732 | 23.43 | 2,732 | 27.82 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB | 2,694 | 23.39 | 2,687 | 27.91 |
| SBSPX - QS S&P 500 Index Fund Class A | 2,658 | 23.33 | 2,658 | 27.84 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio | 2,540 | 23.23 | 2,540 | 27.95 |
| RYFIX - Financial Services Fund Investor Class | 2,434 | 23.42 | 7,622 | 27.95 |
| SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 2,400 | 23.33 | 4,000 | 28.00 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB | 2,100 | 23.33 | 2,433 | 27.95 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) | 2,090 | 23.44 | 2,090 | 27.75 |
| XVV - iShares ESG Screened S&P 500 ETF | 2,082 | 23.54 | 1,886 | 28.10 |
| RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity | 2,065 | 23.24 | 2,745 | 28.05 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund | 1,979 | 23.24 | 2,803 | 27.83 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 | 1,953 | 23.55 | 2,063 | 28.11 |
| MUXAX - Victory S&P 500 Index Fund Class A | 1,943 | 23.16 | 2,022 | 27.70 |
| TPLE - Timothy Plan US Large/Mid Cap Core Enhanced ETF | 1,908 | 23.06 | 5,411 | 27.91 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) | 1,870 | 23.53 | 1,870 | 27.81 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB | 1,693 | 23.04 | 1,687 | 27.86 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 | 1,558 | 23.11 | 1,508 | 27.85 |
| VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares | 1,525 | 23.61 | 1,525 | 28.20 |
| ESGGX - Gabelli ESG Fund, Inc. Class AAA | 1,500 | 23.33 | 1,500 | 28.00 |
| SSSPX - State Street S&P 500 Index V.I.S. Fund Class 1 Shares | 1,491 | 23.47 | 1,491 | 28.17 |
| RNLC - Large Cap US Equity Select ETF | 1,483 | 23.60 | 1,290 | 27.91 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB | 1,419 | 23.26 | 1,410 | 27.66 |
| QCGLRX - Global Equities Account Class R1 | 1,268 | 23.66 | 1,757 | 27.89 |
| Profunds - Profund Vp Financials | 1,264 | 22.94 | 1,503 | 27.94 |
| TLCHX - Social Choice Equity Fund | 1,214 | 23.06 | 1,299 | 27.71 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 | 1,131 | 22.99 | 1,164 | 27.49 |
| STLV - iShares Factors US Value Style ETF | 1,045 | 22.97 | 968 | 27.89 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class | 962 | 22.87 | 962 | 28.07 |
| RYTTX - S&P 500 2x Strategy Fund A | 934 | 23.55 | 1,463 | 28.02 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II | 897 | 23.41 | 1,306 | 29.86 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A | 860 | 23.26 | 888 | 28.15 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB | 843 | 23.72 | 843 | 28.47 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I | 838 | 23.87 | 871 | 27.55 |
| MMBDX - MassMutual Premier Balanced Fund Class A | 787 | 22.87 | 604 | 28.15 |
| HCESX - The ESG Growth Portfolio HC Strategic Shares | 748 | 22.73 | 748 | 28.07 |
| RYSOX - S&P 500 Fund Class A | 660 | 22.73 | 1,113 | 27.85 |
| Humankind Benefit Corp - Humankind US Stock ETF | 625 | 24.00 | 1,205 | 28.22 |
| MBAAX - Global Strategist Portfolio Class A Shares | 561 | 23.17 | 684 | 27.78 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial | 515 | 23.30 | 1,062 | 28.25 |
| THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A | 497 | 24.14 | 497 | 28.17 |
| ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund | 492 | 22.36 | 492 | 28.46 |
| JDVSX - JPMorgan Diversified Fund Class I | 475 | 23.16 | 418 | 28.71 |
| SIOAX - SIMT MULTI-ASSET INCOME FUND Class F | 359 | 22.28 | 576 | 27.78 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 | 339 | 23.60 | 347 | 28.82 |
| RYNVX - Nova Fund Investor Class | 335 | 23.88 | 2,510 | 27.89 |
| MMTM - SPDR S&P 1500 Momentum Tilt ETF | 320 | 21.88 | 592 | 28.72 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB | 310 | 22.58 | 282 | 28.37 |
| Profunds - Profund Vp Bull | 275 | 21.82 | 267 | 26.22 |
| LSEIX - Persimmon Long/Short Fund Class I Shares | 264 | 22.73 | 264 | 26.52 |
| IMWAX - Ivy ProShares MSCI ACWI Index Fund Class A | 258 | 23.26 | 258 | 27.13 |
| T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio | 199 | 25.13 | 199 | 30.15 |
| QWLD - SPDR MSCI World StrategicFactors ETF | 190 | 21.05 | 190 | 26.32 |
| HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares | 152 | 26.32 | 184 | 27.17 |
| Profunds - Profund Vp Large-cap Growth | 146 | 20.55 | 199 | 30.15 |
| Profunds - Profund Vp Large-cap Value | 139 | 21.58 | 195 | 25.64 |
| MIMPX - Global Strategist Portfolio Class I | 120 | 25.00 | 143 | 27.97 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity | 79 | 25.32 | 259 | 27.03 |
| Profunds - Profund Vp Ultrabull | 62 | 16.13 | 71 | 28.17 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Prelude Capital Management, Llc | 8,600 | 23.26 | 0 | |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity | 67 | 29.85 | 310 | 29.03 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|---|---|---|---|
| Prelude Capital Management, Llc | 8,600 | 8,600 | 0 | 0.00 |
| 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 |
|---|
| JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I |