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	397	53.00	12.11	12.83
Previous Quarter	408	16.00	17.05	16.40

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	33	106	180	75	95	89
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	5	0	1	2	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	3	1	53	2	22	14
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	2,777,598	0.00	0.00	692,875	0.00	0.00
Previous Quarter	2,820,572	0.00	0.00	655,737	0.00	0.00

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
Konstantakopoulos Konstantinos	30,205,473
Konstantakopoulos Achillefs	21,460,154
Konstantakopoulos Christos	20,601,588
Dimensional Fund Advisors Lp	6,809,901	12.10
BlackRock Inc.	2,720,658	12.10
Renaissance Technologies Llc	2,384,382	12.10
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	2,034,351	13.41
Morgan Stanley	1,769,749	12.10
Susquehanna International Group, Llp	1,700,200	12.10
State Street Corp	1,555,811	12.12
IWM - iShares Russell 2000 ETF	1,219,896	12.10
Goldman Sachs Group Inc	1,179,145	12.10
Acadian Asset Management Llc	915,342	12.10
Bridgeway Capital Management Inc	844,600	12.10
Ameriprise Financial Inc	790,790	12.10
Susquehanna International Group, Llp	783,057	12.10
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	730,939	13.41
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	585,541	13.41
IWN - iShares Russell 2000 Value ETF	537,764	12.10
BOSVX - Omni Small-Cap Value Fund Class N	477,200	12.10

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
Dimensional Fund Advisors Lp	5,907,931	17.05
BlackRock Inc.	2,747,621	17.05
Renaissance Technologies Llc	2,187,082	17.05
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	2,034,351	13.14
State Street Corp	1,658,864	17.06
Susquehanna International Group, Llp	1,512,300	17.05
Goldman Sachs Group Inc	1,380,031	17.05
Morgan Stanley	1,329,686	17.05
Acadian Asset Management Llc	1,306,384	17.04
IWM - iShares Russell 2000 ETF	1,214,871	17.05
Bridgeway Capital Management Inc	844,600	17.05
Ameriprise Financial Inc	829,465	17.05
Nuveen Asset Management, LLC	698,604	17.48
Susquehanna International Group, Llp	674,221	17.05
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	616,380	13.14
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	585,541	13.14
IWN - iShares Russell 2000 Value ETF	542,903	17.05
BOSVX - Omni Small-Cap Value Fund Class N	477,200	17.05
Jpmorgan Chase & Co	476,629	16.52
Northern Trust Corp	473,627	17.05

Recent Quarter Analysis

Recent Quarter 33 New Institutes added position

Name	Shares	PPS
Konstantakopoulos Konstantinos	30,205,473
Konstantakopoulos Achillefs	21,460,154
Konstantakopoulos Christos	20,601,588
FFTY - Innovator IBD(R) 50 ETF	203,712	13.41
Jacobs Levy Equity Management, Inc	187,018	12.10
LSPAX - LoCorr Spectrum Income Fund Class A	76,176	12.10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I	46,461	12.10
GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A	45,787	13.41
Great Valley Advisor Group, Inc.	28,380	12.09
GSCYX - SMALL CAP EQUITY FUND Institutional	27,891	12.08
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I	22,850	12.08
RYLD - Global X Russell 2000 Covered Call ETF	14,920	13.40
Mirae Asset Global Investments Co., Ltd.	14,920	12.13
Aigen Investment Management, Lp	13,003	12.07
JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF	12,469	13.39
Quantedge Capital Pte Ltd	11,800	12.12
Petrus Trust Company, LTA	10,740	12.10
Fox Run Management, L.l.c.	10,436	12.07
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class	10,238	13.38
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	8,121	13.42

Recent Quarter 106 Institutes closed out their positions

Name	Shares	PPS
Two Sigma Investments, Lp	257,505	17.05
Arrowstreet Capital, Limited Partnership	230,259	17.05
Penserra Capital Management LLC	214,772	17.05
Amitell Capital Pte Ltd	108,796	17.05
Kingsview Wealth Management, LLC	99,298	12.65
GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional	97,519	17.05
ExodusPoint Capital Management, LP	77,087	17.05
Sei Investments Co	54,083	17.07
HAP Trading, LLC	42,200	3.13
HAP Trading, LLC	42,200	3.13
Marshall Wace, Llp	40,028	17.04
Connor, Clark & Lunn Investment Management Ltd.	38,777	17.05
Trexquant Investment LP	38,235	17.05
Truist Financial Corp	35,613	17.04
SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A	33,512	13.13
Quadrature Capital Ltd	32,409	17.06
LIONX - Issachar Fund Class N Shares	30,400	17.04
State Of Wisconsin Investment Board	29,598	17.06
Private Advisor Group, LLC	28,810	17.04
Gsa Capital Partners Llp	23,936	17.05
Jump Financial, LLC	23,900	17.03
Qube Research & Technologies Ltd	20,636	17.06
FORA Capital, LLC	19,564
Raymond James & Associates	17,675	17.03
Campbell & CO Investment Adviser LLC	16,546	17.04
D. E. Shaw & Co., Inc.	13,332	17.03
Paloma Partners Management Co	13,251	17.06
Cambridge Investment Research Advisors, Inc.	11,904	17.05
Walleye Capital LLC	11,210	17.04
Diversified Trust Co	10,482	17.08
AVFIX - American Beacon Small Cap Value Fund Institutional Class	7,628	13.11
Wealth Quarterback LLC	5,747
VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares	2,586	13.53
WLCTX - Wilshire International Equity Fund Investment Class	1,902	16.82
Newbridge Financial Services Group, Inc.	1,400	17.14
Berman Capital Advisors, LLC	1,259	15.09
Optimum Investment Advisors	1,000	12.00
Barrow Hanley Mewhinney & Strauss Llc	754	17.24
Investmark Advisory Group LLC	730	12.33
DB Wealth Management Group, LLC	613	16.31
IFP Advisors, Inc	254	7.87
Aua Capital Management, Llc	13
Cordant, Inc.	9
Toronto Dominion Bank	6
Tsfg, Llc	1
Gemmer Asset Management LLC
PSOPX - JPMorgan Small Cap Value Fund Class I
Pinz Capital Management, LP
FLFGX - GLOBAL ALLOCATION FUND Retail Class
AOTAX - AllianzGI Emerging Markets Opportunities Fund A
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV
Virtu Financial LLC
Cape Ann Asset Management Ltd
JSCSX - JPMorgan U.S. Small Company Fund Class I
Snowden Capital Advisors LLC
Engineers Gate Manager LP
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A
Sigma Planning Corp
Walleye Trading LLC
Blueshift Asset Management, LLC
Centiva Capital, LP
Occudo Quantitative Strategies Lp
VSSCX - JPMorgan Small Cap Core Fund Class R5
IHT Wealth Management, LLC
NWHDX - Nationwide Bailard Cognitive Value Fund Class A
Bank Of Nova Scotia
Axa S.a.
Hsbc Holdings Plc
DCM Advisors, LLC
QSMLX - AQR Small Cap Multi-Style Fund Class I
TWIO - Trajan Wealth Income Opportunities ETF
Quilter Plc
VSFAX - Federated Clover Small Value Fund Class A Shares
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
Capital Fund Management S.a.
IPSIX - Voya Index Plus SmallCap Portfolio Class I
Norges Bank
ProShare Advisors LLC
Skandinaviska Enskilda Banken AB (publ)
EAM Global Investors LLC
Wexford Capital Lp
Meridian Wealth Partners, LLC
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
FLDFX - BALANCED FUND Retail Class
Danda Trouve Investment Management, Inc.
FCPEX - Fidelity Small Cap Enhanced Index Fund
USA Financial Portformulas Corp
FLDGX - DYNAMIC ALLOCATION FUND Retail Class
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
Point72 Hong Kong Ltd
Man Group plc
Geneos Wealth Management Inc.
QASCX - Federated MDT Small Cap Core Fund Class A Shares
Allianz Asset Management GmbH
Algert Global Llc
TD Capital Management LLC
DnB Asset Management AS
Independent Advisor Alliance
EAM Investors, LLC
Martingale Asset Management L P
Financial Management Professionals, Inc.
Canada Pension Plan Investment Board
Federated Hermes, Inc.
Bailard, Inc.
Ten Capital Wealth Advisors, LLC

Recent Quarter 180 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Dimensional Fund Advisors Lp	6,809,901	12.10	5,907,931	17.05
BlackRock Inc.	2,720,658	12.10	2,747,621	17.05
Renaissance Technologies Llc	2,384,382	12.10	2,187,082	17.05
Morgan Stanley	1,769,749	12.10	1,329,686	17.05
Susquehanna International Group, Llp	1,700,200	12.10	1,512,300	17.05
State Street Corp	1,555,811	12.12	1,658,864	17.06
IWM - iShares Russell 2000 ETF	1,219,896	12.10	1,214,871	17.05
Goldman Sachs Group Inc	1,179,145	12.10	1,380,031	17.05
Acadian Asset Management Llc	915,342	12.10	1,306,384	17.04
Bridgeway Capital Management Inc	844,600	12.10	844,600	17.05
Ameriprise Financial Inc	790,790	12.10	829,465	17.05
IWN - iShares Russell 2000 Value ETF	537,764	12.10	542,903	17.05
BOSVX - Omni Small-Cap Value Fund Class N	477,200	12.10	477,200	17.05
Northern Trust Corp	473,878	12.10	473,627	17.05
Globeflex Capital L P	467,948	12.10	467,948	17.05
Geode Capital Management, Llc	454,018	12.10	437,761	17.05
Stifel Financial Corp	438,005	12.10	437,899	17.05
Vanguard Group Inc	401,936	12.10	354,542	17.05
American Century Companies Inc	378,288	12.10	269,738	17.05
BOTSX - Omni Tax-Managed Small-Cap Value Fund Class N	367,400	12.10	367,400	17.05

Recent Quarter 75 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	2,034,351	13.41	2,034,351	13.14
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	730,939	13.41	616,380	13.14
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	585,541	13.41	585,541	13.14
DFSTX - U.s. Small Cap Portfolio - Institutional Class	450,058	13.41	450,058	13.14
CSMIX - Columbia Small Cap Value Fund I Class A	435,810	13.41	337,880	13.14
GSATX - Goldman Sachs Small Cap Value Insights Fund Class A	431,389	13.41	41,660	13.13
FSSNX - Fidelity Small Cap Index Fund	395,126	13.41	386,520	13.14
DFAT - Dimensional U.S. Targeted Value ETF	375,358	13.41	291,529	13.14
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	285,271	13.41	285,271	13.14
AVUV - Avantis U.S. Small Cap Value ETF	280,654	14.22	216,352	13.50
TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z	200,100	13.41	264,100	13.14
FNDA - Schwab Fundamental U.S. Small Company Index ETF	198,434	14.22	158,836	13.50
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	192,002	13.41	192,002	13.14
GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional	176,909	13.41	0
DFAC - Dimensional U.S. Core Equity 2 ETF	166,373	13.41	166,373	13.14
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares	134,861	14.22	142,363	13.50
DFAS - Dimensional U.S. Small Cap ETF	130,484	13.41	95,116	13.14
SWSSX - Schwab Small-Cap Index Fund	118,479	13.41	114,704	13.14
TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class	94,830	13.41	94,830	13.14
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	90,777	13.41	90,777	13.14

Recent Quarter 95 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Dimensional Fund Advisors Lp	901,970	6,809,901	12.10	5,907,931	17.05	15.27
Morgan Stanley	440,063	1,769,749	12.10	1,329,686	17.05	33.10
GSATX - Goldman Sachs Small Cap Value Insights Fund Class A	389,729	431,389	13.41	41,660	13.13	935.50
Renaissance Technologies Llc	197,300	2,384,382	12.10	2,187,082	17.05	9.02
GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional	176,909	176,909	13.41	0		0.00
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	114,559	730,939	13.41	616,380	13.14	18.59
Healthcare Of Ontario Pension Plan Trust Fund	109,300	213,700	12.10	104,400	17.05	104.69
American Century Companies Inc	108,550	378,288	12.10	269,738	17.05	40.24
CSMIX - Columbia Small Cap Value Fund I Class A	97,930	435,810	13.41	337,880	13.14	28.98
DFAT - Dimensional U.S. Targeted Value ETF	83,829	375,358	13.41	291,529	13.14	28.75
AVUV - Avantis U.S. Small Cap Value ETF	64,302	280,654	14.22	216,352	13.50	29.72
Invesco Ltd.	60,565	162,371	12.10	101,806	17.05	59.49
AEMGX - Acadian Emerging Markets Portfolio Investor Class Shares	54,146	58,346	13.40	4,200	13.10	1289.19
Vanguard Group Inc	47,394	401,936	12.10	354,542	17.05	13.37
FNDA - Schwab Fundamental U.S. Small Company Index ETF	39,598	198,434	14.22	158,836	13.50	24.93
Navellier & Associates Inc	37,972	79,954	12.09	41,982	17.05	90.45
DFAS - Dimensional U.S. Small Cap ETF	35,368	130,484	13.41	95,116	13.14	37.18
HighTower Advisors, LLC	20,567	62,250	12.05	41,683	17.08	49.34
Kendall Capital Management	18,348	54,312	12.10	35,964	17.04	51.02
Geode Capital Management, Llc	16,257	454,018	12.10	437,761	17.05	3.71

Recent Quarter 89 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Jpmorgan Chase & Co	427,951	48,678	12.08	476,629	16.52	-89.79
Acadian Asset Management Llc	391,042	915,342	12.10	1,306,384	17.04	-29.93
Nuveen Asset Management, LLC	381,751	316,853	12.10	698,604	17.48	-54.64
Millennium Management Llc	346,414	64,864	12.10	411,278	17.05	-84.23
QCSTRX - Stock Account Class R1	341,596	112,719	12.10	454,315	17.05	-75.19
Schroder Investment Management Group	248,984	11,555	11.94	260,539	17.44	-95.56
Two Sigma Advisers, Lp	238,400	115,000	12.10	353,400	17.05	-67.46
Goldman Sachs Group Inc	200,886	1,179,145	12.10	1,380,031	17.05	-14.56
SG Americas Securities, LLC	188,926	13,729	12.09	202,655	17.05	-93.23
Fuller & Thaler Asset Management, Inc.	109,945	2,505	11.98	112,450	17.05	-97.77
State Street Corp	103,053	1,555,811	12.12	1,658,864	17.06	-6.21
TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z	64,000	200,100	13.41	264,100	13.14	-24.23
Citadel Advisors Llc	59,511	328,303	12.10	387,814	17.05	-15.35
Advisor Group Holdings, Inc.	59,372	17,697	12.04	77,069	11.65	-77.04
Cubist Systematic Strategies, LLC	59,332	98,865	12.10	158,197	17.05	-37.51
Prudential Financial Inc	51,179	306,855	12.10	358,034	17.05	-14.29
SECAX - SIIT Small Cap II Fund - Class A	47,760	4,035	14.13	51,795	13.50	-92.21
Wells Fargo & Company/mn	46,461	95,473	12.10	141,934	17.06	-32.73
Lsv Asset Management	41,900	101,600	12.10	143,500	17.05	-29.20
Ameriprise Financial Inc	38,675	790,790	12.10	829,465	17.05	-4.66

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 1 Previous Institutes closed Put Positions

Name	Previous Puts
Proequities, Inc.	0

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

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 5 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Jane Street Group, Llc	8,166	156,300	148,134	5.51
Tudor Investment Corp Et Al	15,100	15,100	0	0.00
Group One Trading, L.p.	26,100	364,500	338,400	7.71
Simplex Trading, Llc	50,600	144,900	94,300	53.66
Susquehanna International Group, Llp	187,900	1,700,200	1,512,300	12.42

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 1 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease
PEAK6 Investments LLC	160,300	141,800	302,100	-53.06

Recent Quarter 2 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Wolverine Trading, Llc	22,600	241,300	263,900	-8.56
HAP Trading, LLC	22,300	19,900	42,200	-52.84

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 3 New Institutes added position

Name	Shares	PPS
LSPAX - LoCorr Spectrum Income Fund Class A	76,176	12.10
GSCYX - SMALL CAP EQUITY FUND Institutional	27,891	12.08
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio	714	12.61

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
LIONX - Issachar Fund Class N Shares	30,400	17.04

Past Week 53 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
IWM - iShares Russell 2000 ETF	1,219,896	12.10	1,214,871	17.05
IWN - iShares Russell 2000 Value ETF	537,764	12.10	542,903	17.05
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1	211,085	12.10	215,085	17.05
QCSTRX - Stock Account Class R1	112,719	12.10	454,315	17.05
NOSGX - Northern Small Cap Value Fund	106,520	12.10	107,887	17.05
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series	89,104	12.10	80,951	17.05
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB	65,988	12.09	65,988	17.05
SLLAX - SIMT Small Cap Fund Class F	39,644	12.11	39,644	17.05
FISVX - Fidelity Small Cap Value Index Fund	38,417	12.10	33,540	17.05
TMVAX - RBC Microcap Value Fund A Shares	36,000	12.11	36,000	17.06
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF	29,995	12.10	30,001	17.07
NSIDX - Northern Small Cap Index Fund	28,758	12.10	29,135	17.06
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA	26,800	12.09	26,800	17.05
VYSVX - Vericimetry U.S. Small Cap Value Fund	25,107	12.11	21,677	17.07
QCEQRX - Equity Index Account Class R1	23,634	12.10	23,634	17.05
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K	21,011	12.09	21,311	17.03
BBVSX - Bridge Builder Small/Mid Cap Value Fund	19,841	12.10	17,820	17.06
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA	19,800	12.12	19,800	17.07
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)	18,525	12.09	17,635	17.07
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A	18,240	12.12	18,240	17.05
IWV - iShares Russell 3000 ETF	18,093	12.10	18,153	17.08
ASMOX - AQR Small Cap Momentum Style Fund Class I	16,814	12.07	15,314	17.04
SPWIX - Simt Small Cap Growth Fund Class I	15,492	12.07	15,492	17.04
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I	15,174	12.13	15,174	17.07
SSMHX - State Street Small/mid Cap Equity Index Portfolio	12,000	12.08	11,900	17.06
JESIX - Small Cap Index Trust NAV	10,979	12.11	11,391	17.03
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV	9,083	12.11	8,753	17.02
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)	8,000	12.12	8,000	17.00
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB	7,909	12.14	7,458	17.03
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A	7,787	12.07	7,787	17.08
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I	7,262	12.12	6,560	17.07
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund	6,821	12.17	6,821	17.01
JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV	6,641	12.05	3,754	17.05
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I	6,404	12.02	6,404	17.02
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P	6,062	12.04	5,744	17.06
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund	5,728	12.05	5,728	17.11
LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares	4,256	11.98	701	17.12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund	3,979	12.06	3,979	17.09
GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares	3,394	12.08	3,394	17.09
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares	2,896	12.09	2,531	16.99
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA	2,227	12.12	2,622	17.16
TRZIX - T. Rowe Price Small-Cap Index Fund	2,077	12.04	1,877	17.05
VQNPX - Vanguard Growth and Income Fund Investor Shares	1,700	12.35	1,700	17.06
FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF	1,242	12.08	1,107	17.16
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity	1,032	11.63	1,032	17.44
BDO Wealth Advisors, LLC	800	12.50	800	17.50
TLSTX - Stock Index Fund	767	11.73	542	16.61
RYRRX - Russell 2000 Fund Class A	381	13.12	371	16.17
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares	241	12.45	278	17.99
Profunds - Profund Vp Ultrasmall-cap	196	10.20	265	18.87
Profunds - Profund Vp Small-cap	165	12.12	166	18.07
RYMKX - Russell 2000 1.5x Strategy Fund Class H	115	8.70	132	15.15
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity	37		36	27.78

Past Week 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
CPAEX - Counterpoint Tactical Equity Fund Class A Shares	8,736	12.13	0
FLMFX - MUIRFIELD FUND Retail Class	524	11.45	0

Past Week 22 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
CPAEX - Counterpoint Tactical Equity Fund Class A Shares	8,736	8,736	12.13	0		0.00
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series	8,153	89,104	12.10	80,951	17.05	10.07
IWM - iShares Russell 2000 ETF	5,025	1,219,896	12.10	1,214,871	17.05	0.41
FISVX - Fidelity Small Cap Value Index Fund	4,877	38,417	12.10	33,540	17.05	14.54
LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares	3,555	4,256	11.98	701	17.12	507.13
VYSVX - Vericimetry U.S. Small Cap Value Fund	3,430	25,107	12.11	21,677	17.07	15.82
JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV	2,887	6,641	12.05	3,754	17.05	76.90
BBVSX - Bridge Builder Small/Mid Cap Value Fund	2,021	19,841	12.10	17,820	17.06	11.34
ASMOX - AQR Small Cap Momentum Style Fund Class I	1,500	16,814	12.07	15,314	17.04	9.79
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)	890	18,525	12.09	17,635	17.07	5.05
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I	702	7,262	12.12	6,560	17.07	10.70
FLMFX - MUIRFIELD FUND Retail Class	524	524	11.45	0		0.00
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB	451	7,909	12.14	7,458	17.03	6.05
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares	365	2,896	12.09	2,531	16.99	14.42
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV	330	9,083	12.11	8,753	17.02	3.77
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P	318	6,062	12.04	5,744	17.06	5.54
TLSTX - Stock Index Fund	225	767	11.73	542	16.61	41.51
TRZIX - T. Rowe Price Small-Cap Index Fund	200	2,077	12.04	1,877	17.05	10.66
FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF	135	1,242	12.08	1,107	17.16	12.20
SSMHX - State Street Small/mid Cap Equity Index Portfolio	100	12,000	12.08	11,900	17.06	0.84
RYRRX - Russell 2000 Fund Class A	10	381	13.12	371	16.17	2.70
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity	1	37		36	27.78	2.78

Past Week 14 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
QCSTRX - Stock Account Class R1	341,596	112,719	12.10	454,315	17.05	-75.19
IWN - iShares Russell 2000 Value ETF	5,139	537,764	12.10	542,903	17.05	-0.95
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1	4,000	211,085	12.10	215,085	17.05	-1.86
NOSGX - Northern Small Cap Value Fund	1,367	106,520	12.10	107,887	17.05	-1.27
JESIX - Small Cap Index Trust NAV	412	10,979	12.11	11,391	17.03	-3.62
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA	395	2,227	12.12	2,622	17.16	-15.06
NSIDX - Northern Small Cap Index Fund	377	28,758	12.10	29,135	17.06	-1.29
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K	300	21,011	12.09	21,311	17.03	-1.41
Profunds - Profund Vp Ultrasmall-cap	69	196	10.20	265	18.87	-26.04
IWV - iShares Russell 3000 ETF	60	18,093	12.10	18,153	17.08	-0.33
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares	37	241	12.45	278	17.99	-13.31
RYMKX - Russell 2000 1.5x Strategy Fund Class H	17	115	8.70	132	15.15	-12.88
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF	6	29,995	12.10	30,001	17.07	-0.02
Profunds - Profund Vp Small-cap	1	165	12.12	166	18.07	-0.60

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