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 1,576 881.00 214.00 233.24
Previous Quarter 1,673 575.00 284.00 303.63

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 87 387 1132 30 541 413
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 3 1 6 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 1 2 4 5 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 19 0 278 4 111 100
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 1 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 10,526,023 0.00 0.00 11,927,968 0.00 0.00
Previous Quarter 5,332,255 0.00 0.00 11,844,471 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
Vanguard Group Inc 5,970,032 213.97
VANGUARD GROUP INC 5,869,125
BlackRock Inc. 5,326,212 213.97
BlackRock Inc. 5,080,026
FMR LLC 2,770,128
State Street Corp 2,012,057 213.97
Kayne Anderson Rudnick Investment Management Llc 1,609,827 213.97
Fmr Llc 1,524,031 213.97
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,497,282 213.97
Clearbridge Investments, LLC 1,468,682 213.97
VFINX - Vanguard 500 Index Fund Investor Shares 1,125,034 213.97
Price T Rowe Associates Inc /md/ 1,104,292 213.97
CMGIX - Blackrock Mid Cap Growth Equity Portfolio Institutional 1,077,542 234.08
William Blair Investment Management, Llc 1,005,199 213.97
Mackenzie Financial Corp 987,234 213.97
Geode Capital Management, Llc 968,743 213.56
Invesco Ltd. 947,884 213.97
FSMEX - Medical Technology and Devices Portfolio 940,000 234.08
Massachusetts Financial Services Co /ma/ 860,435 213.97
FIL Ltd 804,286 213.97

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 5,935,727 283.97
BlackRock Inc. 5,230,033 283.97
Fmr Llc 2,388,818 283.97
State Street Corp 2,023,477 283.97
Kayne Anderson Rudnick Investment Management Llc 1,638,683 283.97
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,456,437 283.97
Clearbridge Investments, LLC 1,368,943 283.97
Massachusetts Financial Services Co /ma/ 1,142,222 283.97
VFINX - Vanguard 500 Index Fund Investor Shares 1,104,235 283.97
CMGIX - Blackrock Mid Cap Growth Equity Portfolio Institutional 1,077,542 291.16
William Blair Investment Management, Llc 1,035,968 283.97
OTCAX - MFS Mid Cap Growth Fund A 960,549 291.16
Geode Capital Management, Llc 958,624 283.29
Invesco Ltd. 951,089 283.97
FSMEX - Medical Technology and Devices Portfolio 915,000 291.16
Mackenzie Financial Corp 856,214 283.97
FIL Ltd 802,416 283.97
Melvin Capital Management LP 790,956 283.97
Royal Bank Of Canada 776,739 283.97
NAESX - Vanguard Small-Cap Index Fund Investor Shares 633,075 283.97

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 5,869,125
FMR LLC 2,770,128
WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class 489,500 213.97
Southpoint Capital Advisors LP 400,000 213.97
BlackRock Innovation & Growth Trust 102,495 213.97
Bridgeway Capital Management Inc 86,100 213.97
Magnetar Financial LLC 49,157 213.97
JSMVX - Jackson Square SMID-Cap Growth Fund Investor Class 43,384 241.52
Leeward Investments, LLC - MA 37,980 213.98
BWLAX - American Beacon Bridgeway Large Cap Value Fund A Class 35,400 213.98
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 18,002 213.98
Baillie Gifford & Co 15,796 213.98
JEMUX - Mid Value Trust NAV 15,200 213.95
Evolutionary Tree Capital Management, LLC 12,866 213.97
CAMMX - Cambiar Smid Fund Investor Class Shares 12,790 241.52
Hrt Financial Lp 9,891 213.93
Jensen Investment Management Inc 8,660 213.97
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 8,039 213.96
QWVOX - Clearwater Small Companies Fund 7,996 213.98
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 7,750 213.94
Name Shares PPS
Melvin Capital Management LP 790,956 283.97
Two Sigma Investments, Lp 261,029 283.97
Two Sigma Investments, Lp 261,029 283.97
Jpmorgan Chase & Co 255,458 283.96
Marshall Wace North America L.P. 204,845 412.67
FSCRX - Fidelity Small Cap Discovery Fund 190,000 448.68
LEGAX - Columbia Large Cap Growth Fund Class A 158,010 448.68
Goldman Sachs Group Inc 151,610 283.97
FCNTX - Fidelity Contrafund 125,195 376.78
D. E. Shaw & Co., Inc. 108,160 283.97
FKDNX - Franklin Dynatech Fund Class A 100,000 376.78
BlackRock Health Sciences Trust II 85,445 376.78
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 75,738 412.67
FCPGX - Fidelity Small Cap Growth Fund 63,745 448.68
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 58,159 376.78
FJACX - Fidelity Series Small Cap Discovery Fund 50,000 448.68
BIGRX - Income & Growth Fund Investor Class 38,264 376.78
Group One Trading, L.p. 37,200 283.98
MNDAX - MFS New Discovery Fund A 35,362 365.87
Aaron Wealth Advisors LLC 34,360 3.52
Simplex Trading, Llc 30,000 283.97
PTH - Invesco DWA Healthcare Momentum ETF 29,572 448.67
SG3 Management, LLC 27,600 283.99
SG3 Management, LLC 27,600 283.99
Man Group plc 26,613 284.00
PDP - Invesco DWA Momentum ETF 24,359 448.66
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 22,845 448.68
FLCNX - Fidelity Contrafund K6 22,365 376.79
FNIAX - Fidelity Advisor New Insights Fund Class A 19,500 376.77
Sitrin Capital Management LLC 19,255 283.98
J.w. Cole Advisors, Inc. 18,463 0.05
Central Bank & Trust Co 17,613 283.94
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 17,367 412.68
FOCSX - Fidelity Small Cap Growth K6 Fund 12,273 448.71
Cutler Group LP 11,400 0.44
Navellier & Associates Inc 11,124 283.98
Landsberg, Bennett, & Dubbaneh LLC 10,622 416.68
Parkman Healthcare Partners LLC 10,000 284.00
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 9,256 376.73
TVRAX - Guggenheim Directional Allocation Fund Class A 8,472 412.65
Jane Street Group, Llc 8,376 284.03
Jane Street Group, Llc 8,376 284.03
MSCGX - Mercer US Small/Mid Cap Equity Fund Class Y-3 8,030 376.84
PMARX - Pioneer Flexible Opportunities Fund : Class A Shares 7,995 448.66
Caisse De Depot Et Placement Du Quebec 7,800 283.97
Wolverine Trading, Llc 7,700 289.87
FVWSX - Fidelity Series Opportunistic Insights Fund 7,400 376.76
Mackay Shields Llc 7,251 283.96
PWC - Invesco Dynamic Market ETF 7,198 448.74
Jump Financial, LLC 7,004 283.98
AVGIX - Vp Income & Growth Fund Class I 5,699 376.73
Bbva Usa 5,458 412.61
ANTDX - Nt Disciplined Growth Fund Investor Class 5,240 412.60
IAFMX - F/m Investments Large Cap Focused Fund Investor Class Shares 5,100 412.75
Algert Global Llc 4,641 283.99
Vident Investment Advisory, LLC 4,268 283.51
ADSIX - Disciplined Growth Fund Investor Class 4,096 412.60
Aigen Investment Management, Lp 4,011 283.97
QCGDX - Quantified Common Ground Fund Investor Class Shares 3,926 376.72
Tdam Usa Inc. 3,372 376.93
Endurant Capital Management LP 3,308 283.86
AZBAX - AllianzGI Small-Cap Fund Class A 3,254 412.72
Allstate Corp 3,246 284.04
PENN SERIES FUNDS INC - Large Core Value Fund 2,995 376.63
Metatron Capital SICAV plc 2,600 376769.23
Vontobel Holding Ltd. 2,470 289.88
FDMO - Fidelity Momentum Factor ETF 2,420 329.75
Capstone Investment Advisors, Llc 2,200 284.09
Capstone Investment Advisors, Llc 2,200 284.09
Capstone Investment Advisors, Llc 2,200 284.09
B. Metzler seel. Sohn & Co. Holding AG 2,189 412.52
Advisory Services Network, LLC 2,083 284.21
HAP Trading, LLC 2,000 107.00
NEXT Financial Group, Inc 1,977 376.83
Psagot Investment House Ltd. 1,929 412.65
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 1,917 412.62
Moors & Cabot, Inc. 1,888 283.90
SZNE - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1,559 448.36
Wesbanco Bank Inc 1,489 284.08
Granite Investment Advisors, LLC 1,485 412.79
First Citizens Bank & Trust Co 1,478 284.17
Two Sigma Securities, Llc 1,400 284.29
IFP Advisors, Inc 1,338 113.60
Gryphon International Investment CORP 1,305 413.03
Blue Chip Partners, Inc. 1,256 284.24
Walleye Trading LLC 1,231 284.32
Walleye Trading LLC 1,231 284.32
Avitas Wealth Management LLC 1,211 284.06
MRVIX - BMO Mid-Cap Value Fund Class I 1,062 366.29
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 1,060 412.26
Credit Capital Investments LLC 1,050 283.81
River Wealth Advisors LLC 992 284.27
United Capital Financial Advisers, Llc 991 283.55
Nomura Holdings Inc 962 288.98
Horizon Investment Services, LLC 957 284.22
Parallax Volatility Advisers, L.P. 900 284.44
Fort Washington Investment Advisors Inc /oh/ 900 284.44
Parallax Volatility Advisers, L.P. 900 284.44
Bluestein R H & Co 899 283.65
Ossiam 887 284.10
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 886 329.57
Cigna Investments Inc /new 877
Fermata Advisors, LLC 845 284.02
McAdam, LLC 832 283.65
Glenmede Trust Co Na 831 282.79
Koshinski Asset Management, Inc. 825 283.64
World Asset Management Inc 821 412.91
Sandhill Capital Partners LLC 809 284.30
Metis Global Partners, LLC 799 284.11
IBM Retirement Fund 792 284.09
Gitterman Wealth Management, LLC 790 283.54
B. Metzler seel. Sohn & Co. AG 789 283.90
West Michigan Advisors, Llc 777 284.43
KC Investment Advisors, LLC 775 283.87
Rehmann Capital Advisory Group 766 284.60
Avalon Advisors, Llc 753 284.20
Cetera Advisors LLC 750 284.00
Sterling Financial Planning, Inc. 745 284.56
Lido Advisors, LLC 743 282.64
Stone Run Capital, Llc 733 283.77
Redpoint Investment Management Pty Ltd 730 283.56
PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF 708 449.15
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 678 376.11
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 671 412.82
Harbor Financial Services, Llc 669 412.56
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 625 376.00
HLAL - Wahed FTSE USA Shariah ETF 573 366.49
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 527 282.73
AIA Group Ltd 522 283.52
GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 487 449.69
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 483 412.01
Standard Family Office LLC 367 283.38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 362 375.69
PINK - Simplify Health Care ETF 352 377.84
Duncker Streett & Co Inc 336 282.74
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 336 413.69
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 308 412.34
Western Pacific Wealth Management, LP 300 283.33
MML Series Investment Fund II - MML Equity Rotation Fund Class II 276 413.04
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 269 412.64
ALSMX - Archer Multi Cap Fund 257 365.76
Berman Capital Advisors, LLC 243 411.52
REUYX - Sustainable Equity Fund Class Y 236 449.15
GAOAX - JPMorgan Global Allocation Fund Class A 197 446.70
TVMAX - Guggenheim RBP Large-Cap Market Fund Class A 195 410.26
Carroll Financial Associates, Inc. 192 375.00
FTDS - First Trust Total US Market AlphaDEX ETF 191 376.96
Gemmer Asset Management LLC 156 282.05
Pinnacle Financial Partners Inc 134 283.58
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 128 445.31
Fred Alger Management, Llc 119 285.71
LHCAX - Lord Abbett Health Care Fund Class A 90 444.44
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 84 357.14
HLGE - Hartford Longevity Economy ETF 80 375.00
FCUTX - Fidelity Flex Small Cap Fund 69 449.28
APBAX - Active Core Fund Investor 64 359.38
GCHDX - Gotham Hedged Core Fund Institutional Class 57 280.70
FFPIX - Fidelity Flex Opportunistic Insights Fund 56 375.00
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 56 410.71
IMWAX - Ivy ProShares MSCI ACWI Index Fund Class A 50 420.00
Reilly Financial Advisors, Llc 47 382.98
Cambridge Trust Co 45 288.89
Tcwp Llc 45 266.67
GDEPX - Goldman Sachs Defensive Equity Fund Class P Shares 42 404.76
Bellwether Advisors, LLC 37 270.27
GDMIX - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 36 416.67
Carolinas Wealth Consulting Llc 32 281.25
Laffer Investments 22 272.73
Howe & Rusling Inc 19 263.16
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 18 388.89
Gradient Investments LLC 14 285.71
Sandy Spring Bank 12 250.00
Pacifica Partners Inc. 10 300.00
GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 8 375.00
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor 8 500.00
Sierra Capital LLC 6 333.33
Providence Capital Advisors, LLC 5 200.00
Cordant, Inc. 5 200.00
Baystate Wealth Management LLC 1
Qtron Investments LLC
Inlet Private Wealth, LLC
Advantage Alpha Capital Partners LP
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
First Manhattan Co
MTSMX - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares
Sonora Investment Management, LLC
Axa S.a.
Pittenger & Anderson Inc
Tygh Capital Management, Inc.
Checchi Capital Advisers, LLC
Cahill Financial Advisors Inc
Covington Capital Management
Angeles Investment Advisors, LLC
Moody Aldrich Partners Llc
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
Gyon Technologies Capital Management, LP
AlphaStar Capital Management, LLC
Enterprise Financial Services Corp
XTX Topco Ltd
Quantitative Systematic Strategies LLC
AMP Capital Investors Ltd
Weaver C. Barksdale & Associates, Inc.
Creative Financial Designs Inc /adv
Redmile Group, LLC
Penserra Capital Management LLC
Sectoral Asset Management Inc
Liberty Wealth Management Llc
MNNAX - Victory Munder Multi-Cap Fund Class A
Agf Investments Inc.
Shilanski & Associates, Inc.
Maverick Capital Ltd
Mid Atlantic Financial Management Inc/adv
Hanlon Investment Management, Inc.
Whalerock Point Partners, Llc
Norges Bank
Allianz Asset Management GmbH
Antonetti Capital Management LLC
Dividend Asset Capital, Llc
Alpine Global Management, LLC
Ergoteles LLC
FMEIX - Fidelity Mid Cap Enhanced Index Fund
People's United Financial, Inc.
Susquehanna Fundamental Investments, Llc
Advisors Preferred, LLC
Los Angeles Capital Management Llc
Marino, Stram & Associates Llc
ExodusPoint Capital Management, LP
Savior LLC
Edge Wealth Management LLC
Presidio Capital Management, LLC
Silvercrest Asset Management Group Llc
Wealth Enhancement Advisory Services, Llc
HBK Sorce Advisory LLC
Palumbo Wealth Management LLC
IHT Wealth Management, LLC
Schonfeld Strategic Advisors LLC
Peapack Gladstone Financial Corp
SSVSX - Victory Special Value Fund Class A
Edgestream Partners, L.P.
SCHM - Schwab U.S. Mid-Cap ETF
Itau Unibanco Holding S.A.
C M Bidwell & Associates Ltd
TCMSX - TCM Small Cap Growth Fund Investor Class
Precept Management LLC
Mirae Asset Global Investments Co., Ltd.
Lisanti Capital Growth, LLC
Archer Investment Corp
Boulder Hill Capital Management Lp
QCGRRX - Growth Account Class R1
Level Four Advisory Services, Llc
Pinnacle Bancorp, Inc.
GFSYX - Strategic Alternatives Fund Institutional
Morningstar Funds Trust - Morningstar Alternatives Fund
Eubel Brady & Suttman Asset Management Inc
Maven Securities LTD
Colony Group Llc
GSPKX - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
Mayport, Llc
Vaughan Nelson Investment Management, L.p.
Williams Jones Wealth Management, LLC.
Siemens Fonds Invest GmbH
Mirabella Financial Services Llp
Nkcfo Llc
Chicago Capital, LLC
Weiss Asset Management LP
FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class
Donoghue Forlines LLC
COGMX - AXS Market Neutral Fund Investor Class Shares
PACIFIC SELECT FUND - Developing Growth Portfolio Class I
Leuthold Group, Llc
Cornerstone Advisory, LLC
Shell Asset Management Co
Gilder Gagnon Howe & Co Llc
Jacobi Capital Management LLC
CFO4Life Group, LLC
Asset Dedication, LLC
Boston Private Wealth Llc
International Assets Investment Management, Llc
Absolute Capital Management, LLC
Manchester Capital Management LLC
Charter Trust Co
Mcdonald Partners Llc
SWLSX - Schwab Large-Cap Growth Fund
GraniteShares Advisors LLC
Empowered Funds, LLC
Morton Brown Family Wealth, LLC
Lmcg Investments, Llc
Peterson Wealth Services
Allred Capital Management, LLC
Iron Triangle Partners LP
Ontario Teachers Pension Plan Board
South Dakota Investment Council
Ifrah Financial Services, Inc.
Fortis Advisors, LLC
Fulcrum Equity Management
Redhawk Wealth Advisors, Inc.
Corbett Road Capital Management, Llc
Triasima Portfolio Management inc.
Ibex Wealth Advisors
Capital Advisors, Ltd. LLC
Meridian Wealth Partners, LLC
MUFG Americas Holdings Corp
Patton Fund Management, Inc.
Fuller & Thaler Asset Management, Inc.
Meiji Yasuda Asset Management Co Ltd.
Bowling Portfolio Management LLC
Bartlett & Co. LLC
Pensionfund DSM Netherlands
Oppenheimer & Co Inc
JNBA Financial Advisors
Ade, Llc
Alps Advisors Inc
TMCAX - RBC SMID Cap Growth Fund A Shares
Grove Bank & Trust
Brighton Jones Llc
Stanley-Laman Group, Ltd.
SRVEX - Victory Diversified Stock Fund Class A
HSMV - First Trust Horizon Managed Volatility Small/Mid ETF
Claraphi Advisory Network, LLC
Mutual Advisors, LLC
New Potomac Partners, LLC
Signet Financial Management, Llc
Fayez Sarofim & Co
Pembroke Management, LTD
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio
HighMark Wealth Management LLC
F/M Investments LLC
Hotaling Investment Management, LLC
Sculptor Capital LP
Spouting Rock Asset Management, LLC
Woodline Partners LP
Optimum Investment Advisors
Wealth Advisory Solutions, LLC
USA Financial Portformulas Corp
Regency Capital Management Inc.\DE
Dynamic Advisor Solutions LLC
Pinnacle Wealth Planning Services, Inc.
Eudaimonia Advisors Llc
CWS Financial Advisors, LLC
Leverage Partners Absolute Return Fund SPC
Ieq Capital, Llc
Barrett Asset Management, LLC
Fulton Breakefield Broenniman Llc
Reynders McVeigh Capital Management, LLC
Jefferies Group LLC
Dorsey Wright & Associates
Prescott Group Capital Management, L.l.c.
Cypress Capital, LLC
Pluribus Labs, LLC
Hilton Capital Management, LLC
GWM Advisors LLC
FLFGX - GLOBAL ALLOCATION FUND Retail Class
Heartland Bank & Trust Co
SeaTown Holdings Pte. Ltd.
Veritable, L.P.
Amerivest Investment Management LLC
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
GDMYX - Defensive Market Strategies Fund Institutional
D'Orazio & Associates, Inc.
1832 Asset Management L.P.
Greenleaf Trust
Confluence Wealth Services, Inc.
Scotia Capital Inc.
Chartwell Investment Partners, Llc
Resources Investment Advisors, LLC.
Arrowstreet Capital, Limited Partnership
AE Wealth Management LLC
Cresset Asset Management, LLC
Financial Management Professionals, Inc.
Confluence Investment Management Llc
Harvest Fund Management Co., Ltd
Psagot Value Holdings Ltd. / (Israel)
Settian Capital LP
RGT Wealth Advisors, LLC
Newbridge Financial Services Group, Inc.
Altshuler Shaham Ltd
Vahanian & Associates Financial Planning Inc.
Arkadios Wealth Advisors
PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6
Forum Financial Management, LP
Boothbay Fund Management, Llc
Shanda Payment Holdings Ltd.
Precept Management LLC
Oribel Capital Management, LP
Regal Investment Advisors LLC
RESP - WisdomTree U.S. Total Market Fund N/A
LNFIX - QS Global Market Neutral Fund Class A 376.30
Name Current Shares Current PPS Previous Shares Previous PPS
Vanguard Group Inc 5,970,032 213.97 5,935,727 283.97
BlackRock Inc. 5,326,212 213.97 5,230,033 283.97
State Street Corp 2,012,057 213.97 2,023,477 283.97
Kayne Anderson Rudnick Investment Management Llc 1,609,827 213.97 1,638,683 283.97
Fmr Llc 1,524,031 213.97 2,388,818 283.97
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,497,282 213.97 1,456,437 283.97
Clearbridge Investments, LLC 1,468,682 213.97 1,368,943 283.97
VFINX - Vanguard 500 Index Fund Investor Shares 1,125,034 213.97 1,104,235 283.97
Price T Rowe Associates Inc /md/ 1,104,292 213.97 221,263 283.97
CMGIX - Blackrock Mid Cap Growth Equity Portfolio Institutional 1,077,542 234.08 1,077,542 291.16
William Blair Investment Management, Llc 1,005,199 213.97 1,035,968 283.97
Mackenzie Financial Corp 987,234 213.97 856,214 283.97
Geode Capital Management, Llc 968,743 213.56 958,624 283.29
Invesco Ltd. 947,884 213.97 951,089 283.97
FSMEX - Medical Technology and Devices Portfolio 940,000 234.08 915,000 291.16
Massachusetts Financial Services Co /ma/ 860,435 213.97 1,142,222 283.97
FIL Ltd 804,286 213.97 802,416 283.97
OTCAX - MFS Mid Cap Growth Fund A 777,543 234.08 960,549 291.16
Royal Bank Of Canada 766,313 213.97 776,739 283.97
Allspring Global Investments Holdings, LLC 645,263 213.97 70,134 283.96
Name Current Shares Current PPS Previous Shares Previous PPS
Twinbeech Capital Lp 27,954 213.96 0
Forsta Ap-fonden 11,200 213.93 0
Boothbay Fund Management, Llc 7,215 214.00 0
Jag Capital Management, Llc 6,918 213.93 0
Pallas Capital Advisors LLC 6,617 236.97 0
Virtu Financial LLC 5,573 213.89 0
Sciencast Management LP 5,297 247.12 0
Waratah Capital Advisors Ltd. 2,549 213.81 0
Heritage Wealth Management, Llc 2,517 213969.81 2,281 284.09
Pathstone Family Office, Llc 1,991 213.96 0
Centiva Capital, LP 1,909 214.25 0
Blueshift Asset Management, LLC 1,877 214.17 0
CIBC World Markets Inc. 1,782 213.80 0
Aquatic Capital Management LLC 1,600 213.75 0
LZCOX - Lazard US Small-Mid Cap Equity Portfolio Open Shares 1,590 213.84 0
Balyasny Asset Management Llc 1,348 213.65 0
Hunter Associates Investment Management Llc 1,343 207.74 0
CAPROCK Group, Inc. 1,281 213.90 0
Eqis Capital Management, Inc. 1,261 213927.84 1,254 283.89
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 872 214.45 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Price T Rowe Associates Inc /md/ 883,029 1,104,292 213.97 221,263 283.97 399.09
Allspring Global Investments Holdings, LLC 575,129 645,263 213.97 70,134 283.96 820.04
Jackson Square Partners, LLC 434,809 435,470 213.97 661 282.90 65780.48
Ariel Investments, Llc 379,844 589,639 213.97 209,795 283.97 181.05
Marshall Wace, Llp 167,447 340,306 213.97 172,859 283.97 96.87
Morgan Stanley 138,733 331,787 213.97 193,054 283.97 71.86
Mackenzie Financial Corp 131,020 987,234 213.97 856,214 283.97 15.30
Voloridge Investment Management, Llc 118,618 255,510 213.97 136,892 283.97 86.65
Bellevue Group AG 104,663 231,069 213.97 126,406 283.97 82.80
Clearbridge Investments, LLC 99,739 1,468,682 213.97 1,368,943 283.97 7.29
BlackRock Inc. 96,179 5,326,212 213.97 5,230,033 283.97 1.84
Sei Investments Co 95,402 190,271 213.90 94,869 284.16 100.56
ARGFX - Ariel Fund Investor Class 76,396 152,341 213.97 75,945 283.97 100.59
SHRAX - ClearBridge Aggressive Growth Fund Class A 74,800 362,100 234.08 287,300 291.16 26.04
Lakewood Capital Management, Lp 67,640 144,740 213.97 77,100 283.97 87.73
RSP - Invesco S&P 500 Equal Weight ETF 66,001 250,013 241.51 184,012 329.76 35.87
Two Sigma Advisers, Lp 64,300 243,600 213.97 179,300 283.97 35.86
FLVCX - Fidelity Leveraged Company Stock Fund 64,000 122,900 241.51 58,900 329.76 108.66
D. E. Shaw & Co., Inc. 59,310 167,470 213.97 108,160 283.97 54.84
Aqr Capital Management Llc 59,131 180,397 213.97 121,266 283.97 48.76
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Fmr Llc 864,787 1,524,031 213.97 2,388,818 283.97 -36.20
Massachusetts Financial Services Co /ma/ 281,787 860,435 213.97 1,142,222 283.97 -24.67
OTCAX - MFS Mid Cap Growth Fund A 183,006 777,543 234.08 960,549 291.16 -19.05
HAGAX - Carillon Eagle Mid Cap Growth Fund Class A 111,975 118,384 241.51 230,359 329.76 -48.61
Victory Capital Management Inc 102,554 88,645 213.97 191,199 277.30 -53.64
Clark Capital Management Group, Inc. 102,138 2,948 214.04 105,086 283.97 -97.19
Jpmorgan Chase & Co 97,487 157,971 213.98 255,458 283.96 -38.16
Brown Advisory Inc 86,763 188,641 222.44 275,404 287.28 -31.50
TimesSquare Capital Management, LLC 83,750 238,204 213.97 321,954 283.97 -26.01
Point72 Asset Management, L.P. 64,148 14,513 213.95 78,661 283.97 -81.55
Sandler Capital Management 58,835 23,575 213.96 82,410 283.97 -71.39
Squarepoint Ops LLC 57,051 4,955 213.93 62,006 283.97 -92.01
King Luther Capital Management Corp 48,538 517,160 213.97 565,698 283.97 -8.58
PNASX - SmallCap Growth Fund I R-1 43,019 28,918 241.51 71,937 329.76 -59.80
Natixis 42,789 2,825 214.16 45,614 283.97 -93.81
Segall Bryant & Hamill, Llc 41,117 116,344 213.67 157,461 283.77 -26.11
Voya Investment Management Llc 40,245 136,361 213.97 176,606 283.97 -22.79
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 37,826 62,174 213.96 100,000 283.97 -37.83
Group One Trading, L.p. 36,998 202 212.87 37,200 283.98 -99.46
Bank Of Nova Scotia 36,991 4,185 214.10 41,176 283.98 -89.84
Name Current Puts
Name Current Calls
Name
BIVIX - Invenomic Fund Institutional Class shares
SPECX - Alger Spectra Fund Class A
SPEDX - Alger Dynamic Opportunities Fund Class A
Name Previous Puts
HAP Trading, LLC 2,000
Name Previous Calls
SG3 Management, LLC 27,600
Cutler Group LP 11,400
Capstone Investment Advisors, Llc 2,200
Parallax Volatility Advisers, L.P. 900
CenterStar Asset Management, LLC 0
Oribel Capital Management, LP 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Walleye Trading LLC 13,269 14,500 1,231 1077.90
Name
Weiss Strategic Interval Fund
DWSH - AdvisorShares Dorsey Wright Short ETF
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Twin Tree Management, LP 39,100 14,500 53,600 -72.95
Susquehanna International Group, Llp 20,700 51,300 72,000 -28.75
PEAK6 Investments LLC 3,400 6,000 9,400 -36.17
Prelude Capital Management, Llc 1,041 1,500 2,541 -40.97
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Millennium Management Llc 196,679 35,000 231,679 -84.89
Citadel Advisors Llc 194,466 30,100 224,566 -86.60
Simplex Trading, Llc 7,800 22,200 30,000 -26.00
Jane Street Group, Llc 6,476 1,900 8,376 -77.32
Wolverine Trading, Llc 2,400 5,300 7,700 -31.17
Name

Past Week Analysis

Name Shares PPS
WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class 489,500 213.97
BlackRock Innovation & Growth Trust 102,495 213.97
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 18,002 213.98
JEMUX - Mid Value Trust NAV 15,200 213.95
QWVOX - Clearwater Small Companies Fund 7,996 213.98
MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 5,196 214.01
JEHSX - Health Sciences Trust NAV 4,500 214.00
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 3,351 213.97
GATAX - The Gabelli Asset Fund Class A 2,500 214.00
ONEV - SPDR Russell 1000 Low Volatility Focus ETF 1,743 214.00
EFIV - Spdr S&p 500 Esg Etf 912 213.82
BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 823 213.85
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 725 213.79
MAGA - Point Bridge GOP Stock Tracker ETF 489 214.72
Gabelli Equity Trust Inc 400 215.00
EKSAX - Wells Fargo Diversified Income Builder Fund Class A 358 215.08
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 199 216.08
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 107 214.95
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 103 213.59
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,497,282 213.97 1,456,437 283.97
VFINX - Vanguard 500 Index Fund Investor Shares 1,125,034 213.97 1,104,235 283.97
NAESX - Vanguard Small-Cap Index Fund Investor Shares 641,049 213.97 633,075 283.97
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares 584,711 213.97 573,128 283.97
Spdr S&p 500 Etf Trust 541,951 213.97 545,101 283.97
IVV - iShares Core S&P 500 ETF 441,937 213.97 429,109 283.97
IBB - iShares Nasdaq Biotechnology ETF 394,125 213.97 399,547 283.97
XLV - The Health Care Select Sector SPDR Fund 393,347 213.97 358,121 283.97
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 378,688 213.97 381,926 283.97
VINIX - Vanguard Institutional Index Fund Institutional Shares 376,894 213.97 378,451 283.97
VHCOX - Vanguard Capital Opportunity Fund Investor Shares 272,990 213.97 299,500 283.97
Riverbridge Partners Llc 231,551 213.97 259,021 283.97
VIGRX - Vanguard Growth Index Fund Investor Shares 205,275 213.97 201,138 283.97
VKSAX - Virtus KAR Small-Mid Cap Core Fund Class A 196,957 213.97 209,479 283.97
INFL - Horizon Kinetics Inflation Beneficiaries ETF 193,049 213.97 167,933 283.97
VMGIX - Vanguard Mid-Cap Growth Index Fund Investor Shares 169,170 213.97 170,774 283.97
WSMNX - William Blair Small-Mid Cap Growth Fund Class N 165,037 213.97 165,160 283.97
IWP - iShares Russell Mid-Cap Growth ETF 162,918 213.97 178,778 283.97
ARGFX - Ariel Fund Investor Class 152,341 213.97 75,945 283.97
IWF - iShares Russell 1000 Growth ETF 151,447 213.97 153,232 283.97
IWR - iShares Russell Mid-Cap ETF 140,619 213.97 140,117 283.97
PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 114,700 213.97 108,500 283.97
CAAPX - Ariel Appreciation Fund Investor Class 110,923 213.97 54,016 283.97
Jnl Series Trust - Jnl/s&p 4 Fund (a) 108,695 213.97 111,451 283.97
IVW - iShares S&P 500 Growth ETF 92,754 213.97 96,304 283.97
VSEQX - Vanguard Strategic Equity Fund Investor Shares 92,027 213.97 95,938 283.98
QCSTRX - Stock Account Class R1 86,681 213.97 100,989 283.97
VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 74,943 213.98 74,470 283.97
BUFTX - Buffalo Discovery Fund Investor Class 66,415 213.97 66,415 283.97
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 62,174 213.96 100,000 283.97
BBH - VanEck Vectors Biotech ETF 61,084 213.97 56,779 283.98
ITOT - iShares Core S&P Total U.S. Stock Market ETF 55,166 213.97 50,168 283.97
NCTWX - Nicholas Ii Inc Class I 49,051 213.96 49,051 283.97
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 43,885 213.97 42,647 283.96
SDGAX - DWS Capital Growth Fund Class A 42,676 213.96 55,695 283.98
BIASX - Brown Advisory Small-Cap Growth Fund Investor Shares 42,402 213.98 68,643 283.98
BEQGX - Equity Growth Fund Investor Class 40,509 213.98 24,000 283.96
VBINX - Vanguard Balanced Index Fund Investor Shares 39,538 213.97 38,638 283.97
SPYG - SPDR(R) Portfolio S&P 500 Growth ETF 39,220 213.97 37,303 283.97
CUSUX - Six Circles U.S. Unconstrained Equity Fund 38,323 213.97 1,757 284.01
IWB - iShares Russell 1000 ETF 37,544 213.96 35,269 283.96
PREIX - T. Rowe Price Equity Index 500 Fund 36,146 213.97 39,967 283.96
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 34,479 213.96 34,162 283.97
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 33,171 213.98 33,608 283.98
IUSG - iShares Core S&P U.S. Growth ETF 32,989 213.98 31,572 283.99
TMFCX - Touchstone Mid Cap Value Fund Class C 32,164 213.97 22,294 412.67
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 32,125 213.98 36,596 283.97
BTSMX - Boston Trust SMID Cap Fund 30,235 213.96 33,375 283.96
EKBAX - Wells Fargo Diversified Capital Builder Fund Class A 30,000 213.97 20,000 283.95
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 29,779 213.98 27,670 283.95
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 27,500 213.96 50,000 283.96
QCEQRX - Equity Index Account Class R1 27,377 213.98 27,377 283.96
VLACX - Vanguard Large-Cap Index Fund Investor Shares 27,026 213.98 26,204 283.96
IXJ - iShares Global Healthcare ETF 26,414 213.98 23,963 283.98
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 24,388 213.96 27,414 283.98
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 22,551 213.96 20,904 283.96
CNRWX - City National Rochdale U.s. Core Equity Fund - Class N 22,000 213.95 22,000 283.95
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 21,952 213.97 21,915 283.96
QCELX - AQR Large Cap Multi-Style Fund Class I 21,636 213.95 22,100 283.98
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 21,552 213.95 28,330 283.97
LSSCX - Loomis Sayles Small Cap Value Fund Institutional Class 20,916 213.95 10,513 283.93
Tekla Healthcare Opportunities Fund 20,067 213.98 25,178 283.98
SPLG - SPDR(R) Portfolio Large Cap ETF 19,681 213.96 18,832 283.98
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 19,667 213.96 18,535 283.95
FSTAX - Fidelity Advisor Strategic Income Fund Class A 17,600 213.98 17,600 283.98
NOSIX - Northern Stock Index Fund 17,113 213.99 14,485 283.95
VLAAX - Value Line Asset Allocation Fund Inc 17,000 213.94 17,000 283.94
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 16,342 213.99 23,459 283.98
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 16,240 213.98 16,240 283.99
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 16,100 213.98 28,000 283.96
XAOKX - Index 500 Portfolio Initial Class 15,889 213.98 15,988 283.96
AUENX - AQR Large Cap Defensive Style Fund Class N 15,818 214.00 15,818 283.98
Tekla Healthcare Investors 14,361 213.98 18,681 283.98
QCGLRX - Global Equities Account Class R1 13,493 213.96 28,539 283.96
USSPX - 500 Index Fund -Member Shares 13,150 213.99 13,087 283.95
IWV - iShares Russell 3000 ETF 13,115 213.95 13,157 283.96
CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 13,087 213.95 2,730 283.88
MXMCX - Great-West Ariel Mid Cap Value Fund Investor Class 12,687 214.00 6,297 283.94
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 12,653 213.94 9,638 283.98
Gabelli Healthcare & Wellnessrx Trust 12,300 213.98 6,000 284.00
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 11,761 214.01 11,644 284.01
HLEIX - JPMorgan Equity Index Fund Class I 11,469 213.97 10,569 283.94
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 11,416 214.00 5,694 283.98
MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 11,289 214.01 5,508 283.95
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 11,195 213.93 11,093 283.96
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 11,156 213.97 11,156 283.97
VSTCX - Vanguard Strategic Small-Cap Equity Fund Investor Shares 11,019 213.99 11,019 283.96
Tekla World Healthcare Fund 10,797 213.95 13,635 283.98
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 10,698 213.97 8,290 283.96
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 10,589 214.00 10,715 283.99
Liberty All Star Growth Fund Inc. 10,500 214.00 10,500 284.00
IWD - iShares Russell 1000 Value ETF 10,394 213.97 8,043 283.97
GEQYX - EQUITY INDEX FUND Institutional 10,283 213.95 10,283 283.96
JFIVX - 500 Index Trust NAV 10,243 214.00 10,243 284.00
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 9,808 214.01 9,708 283.99
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 9,500 214.00 9,400 283.94
SSEYX - State Street Equity 500 Index II Portfolio 9,300 213.98 9,300 283.98
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 9,050 213.92 9,050 283.98
Gabelli Dividend & Income Trust 9,000 214.00 6,000 284.00
BAFMX - Brown Advisory Mid-Cap Growth Fund Institutional Shares 8,944 214.00 8,901 284.01
Nuveen Nasdaq 100 Dynamic Overwrite Fund 8,892 214.01 8,892 283.96
RSMOX - Victory RS Mid Cap Growth Fund Class A 8,410 213.91 7,540 283.95
VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares 8,059 213.92 8,059 284.03
STMSX - Simt Tax-managed Small/mid Cap Fund Class F 7,525 213.95 7,525 283.99
SPTM - SPDR(R) Portfolio Total Stock Market ETF 7,471 214.03 7,438 283.95
CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A 7,469 213.95 7,469 283.97
BCMSX - The Brown Capital Management Mid Company Fund Investor Shares 7,339 213.93 7,339 283.96
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 7,212 213.95 6,872 283.91
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 7,050 213.90 10,660 283.96
KOMP - SPDR S&P Kensho New Economies Composite ETF 7,049 213.93 9,150 283.93
PFDAX - Pacific Funds Small/Mid-Cap Class A 7,032 214.02 7,595 284.00
SBRAX - Segall Bryant & Hamill All Cap Fund Retail Class 7,013 214.03 8,769 283.95
FMDGX - Fidelity Mid Cap Growth Index Fund 6,784 214.03 8,864 283.96
IWS - iShares Russell Mid-Cap Value ETF 6,623 213.95 6,322 283.93
WGGNX - William Blair Global Leaders Fund Class N 6,360 213.99 6,580 284.04
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 6,112 214.01 7,126 284.03
M&g Investment Management Ltd 5,895 214.08 5,583 284.08
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 5,885 213.93 5,885 283.94
CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF 5,868 214.04 5,831 284.00
RSDGX - Victory RS Select Growth Fund Class A 5,770 214.04 4,430 283.97
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 5,644 214.03 5,295 284.04
PACIFIC SELECT FUND - Equity Index Portfolio Class I 5,633 213.92 5,633 284.04
JOPPX - Johnson Opportunity Fund 5,500 214.00 5,500 284.00
DNLDX - BNY Mellon Active MidCap Fund Class A 5,390 213.91 2,015 283.87
MXVIX - Great-West S&P 500 Index Fund Investor Class 5,322 214.02 5,322 283.92
LKBAX - LKCM Balanced Fund 5,250 213.90 5,000 284.00
CACG - ClearBridge All Cap Growth ETF 5,246 213.88 4,108 284.08
TQSMX - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 4,977 213.98 4,977 283.91
MGFAX - MassMutual Premier Global Fund Class A 4,720 213.98 4,719 283.96
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 4,710 214.01 7,713 283.94
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 4,659 213.99 4,657 283.87
AMOMX - AQR Large Cap Momentum Style Fund Class I 4,581 213.93 5,732 284.02
BBGSX - Bridge Builder Small/Mid Cap Growth Fund 4,506 213.94 4,775 283.98
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 4,431 213.95 3,929 284.04
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 4,352 213.92 4,562 283.87
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 4,300 213.95 2,900 284.14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 4,203 213.89 4,160 283.89
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 4,047 213.99 2,969 283.93
SMMD - iShares Russell 2500 ETF 4,046 214.04 3,329 283.87
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 4,032 214.04 4,313 284.03
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 4,013 214.05 4,013 284.08
BBGLX - Bridge Builder Large Cap Growth Fund 4,011 213.91 4,011 283.97
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 4,009 214.02 3,867 283.94
MIEAX - MM S&P 500 Index Fund Class R4 3,927 213.90 4,255 283.90
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 3,904 213.88 3,923 283.97
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 3,847 213.93 3,272 283.92
MSACX - Active International Allocation Portfolio Class I 3,720 213.98 4,382 283.89
CFA - VictoryShares US 500 Volatility Wtd ETF 3,511 213.90 3,612 284.05
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 3,035 213.84 3,035 284.02
RYAWX - S&P 500 Pure Growth Fund Class H 2,997 213.88 1,888 283.90
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 2,920 214.04 2,406 283.87
CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 2,759 213.85 2,620 283.97
Tekla Life Sciences Investors 2,669 213.94 4,496 284.03
VQNPX - Vanguard Growth and Income Fund Investor Shares 2,661 213.83 2,661 284.10
NENGX - Northern Engage360 Fund 2,653 214.10 2,890 284.08
WCGNX - William Blair Mid Cap Growth Fund Class N 2,440 213.93 2,415 284.06
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 2,417 213.90 2,450 284.08
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 2,355 214.01 2,295 284.10
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 2,177 214.06 2,167 283.80
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 2,156 213.82 2,134 283.97
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 2,143 214.19 2,143 284.18
MGNDX - Praxis Growth Index Fund Class A 2,140 214.02 2,140 284.11
BAFYX - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 2,114 213.81 1,798 284.20
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 2,107 214.05 2,162 284.00
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 1,987 213.89 2,097 283.74
POMIX - T. Rowe Price Total Equity Market Index Fund 1,968 213.92 2,468 284.04
SPYX - SPDR S&P 500 Fossil Fuel Reserves Free ETF 1,962 214.07 1,938 283.80
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 1,913 213.80 1,737 283.82
SWP1Z - Schwab S&P 500 Index Portfolio 1,861 213.86 1,912 284.00
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 1,807 214.17 1,732 284.06
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 1,800 213.89 1,800 283.89
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 1,785 214.01 33 272.73
Profunds - Profund Vp Biotechnology 1,689 213.74 1,904 284.14
TPLC - Timothy Plan US Large Cap Core ETF 1,660 213.86 1,263 284.24
QRPNX - AQR Alternative Risk Premia Fund Class N 1,640 214.02 1,640 284.15
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 1,632 213.85 1,632 283.70
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 1,597 214.15 1,612 284.12
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 1,540 214.29 1,478 284.17
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 1,532 214.10 1,532 283.94
Securian Funds Trust - SFT Index 500 Fund Class 1 1,510 213.91 1,510 284.11
Prelude Capital Management, Llc 1,500 214.00 2,541 284.14
HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 1,443 214.14 1,443 284.13
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 1,424 214.19 1,503 284.10
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 1,399 213.72 1,443 284.13
WTMVX - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 1,367 213.61 1,684 283.85
SFAAX - Wells Fargo Index Asset Allocation Fund Class A 1,346 213.97 1,350 283.70
HELX - Franklin Genomic Advancements ETF 1,316 214.29 1,503 284.10
SLGFX - SIMT Large Cap Index Fund Class F 1,303 214.12 1,253 284.12
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 1,300 213.85 13,000 284.00
SSPIX - SIMT S&P 500 Index Fund Class F 1,260 214.29 1,300 283.85
GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,224 214.05 13,371 283.97
LKSMX - LKCM Small-Mid Cap Equity Fund 1,205 214.11 1,205 283.82
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 1,108 213.90 1,182 284.26
PSIAX - PGIM QMA STOCK INDEX FUND Class A 1,050 214.29 1,050 283.81
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 969 213.62 969 283.80
SDYAX - SIMT Dynamic Asset Allocation Fund Class F 965 213.47 965 283.94
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 960 213.54 966 283.64
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 960 213.54 1,005 283.58
CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 946 213.53 769 283.49
PXWGX - PAX ESG Beta Quality Fund Investor Class 945 213.76 945 283.60
JETSX - Total Stock Market Index Trust NAV 888 213.96 888 283.78
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 851 213.87 431 283.06
Humankind Benefit Corp - Humankind US Stock ETF 847 213.70 617 283.63
TLSTX - Stock Index Fund 837 213.86 837 284.35
INDEX - S&P 500(R) Equal Weight No Load Shares 831 214.20 559 377.46
SAEF - Schwab Ariel ESG ETF 821 214.37 537 283.05
RYHIX - Health Care Fund Investor Class 802 214.46 882 283.45
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 735 213.61 887 284.10
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 681 214.39 681 283.41
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 672 214.29 630 284.13
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 640 214.06 640 284.38
SEMCX - Simt Mid Cap Fund Class F 636 213.84 421 413.30
GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 567 213.40 614 283.39
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 537 214.15 529 283.55
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 534 213.48 534 284.64
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 528 214.02 628 283.44
EPS - WisdomTree U.S. LargeCap Fund N/A 524 213.74 506 284.58
Gabelli Global Small & Mid Cap Value Trust 500 214.00 500 284.00
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 489 214.72 482 284.23
SBSPX - QS S&P 500 Index Fund Class A 480 214.58 480 283.33
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 465 212.90 465 283.87
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 456 214.91 464 284.48
SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 453 214.13 453 284.77
FIMVX - Fidelity Mid Cap Value Index Fund 451 212.86 467 284.80
HCVEX - The Value Equity Portfolio HC Strategic Shares 438 214.61 438 283.11
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 430 213.95 405 283.95
Profunds - Profund Vp Health Care 417 213.43 439 284.74
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 403 213.40 403 282.88
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 389 213.37 389 282.78
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 379 213.72 381 283.46
XVV - iShares ESG Screened S&P 500 ETF 372 215.05 337 284.87
CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 357 212.89 375 282.67
MUXAX - Victory S&P 500 Index Fund Class A 353 215.30 363 283.75
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 320 212.50 320 284.38
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 307 214.98 303 283.83
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 282 212.77 270 285.19
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 258 213.18 253 284.58
ONEO - SPDR Russell 1000 Momentum Focus ETF 245 212.24 940 284.04
QWVPX - Clearwater Core Equity Fund 241 215.77 241 282.16
QUS - SPDR MSCI USA StrategicFactors ETF 230 213.04 230 282.61
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 230 213.04 230 282.61
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 228 214.91 110 281.82
SSSPX - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 226 212.39 272 283.09
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 212 212.26 212 283.02
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 191 214.66 191 282.72
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 173 213.87 173 283.24
TPLE - Timothy Plan US Large/Mid Cap Core Enhanced ETF 171 216.37 539 283.86
RYTTX - S&P 500 2x Strategy Fund A 170 211.76 263 285.17
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 167 215.57 130 284.62
VLU - SPDR S&P 1500 Value Tilt ETF 166 216.87 181 281.77
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 161 211.18 161 285.71
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 156 211.54 330 284.85
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 145 213.79 149 281.88
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 139 215.83 123 284.55
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 128 210.94 130 284.62
BBVLX - Bridge Builder Large Cap Value Fund 127 212.60 127 283.46
HSZAX - Highland Small-Cap Equity Fund Class A 127 212.60 127 283.46
HCESX - The ESG Growth Portfolio HC Strategic Shares 122 213.11 122 286.89
RYSOX - S&P 500 Fund Class A 120 216.67 200 285.00
ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 100 210.00 100 280.00
BBVSX - Bridge Builder Small/Mid Cap Value Fund 95 210.53 95 284.21
MBAAX - Global Strategist Portfolio Class A Shares 94 212.77 114 280.70
SIOAX - SIMT MULTI-ASSET INCOME FUND Class F 86 209.30 86 279.07
JDVSX - JPMorgan Diversified Fund Class I 86 209.30 73 287.67
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 86 209.30 178 286.52
NCGFX - New Covenant Growth Fund 77 207.79 77 285.71
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 68 220.59 68 279.41
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 62 209.68 63 285.71
RYNVX - Nova Fund Investor Class 61 213.11 450 284.44
Profunds - Profund Vp Large-cap Growth 59 220.34 79 278.48
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 58 206.90 53 283.02
Profunds - Profund Vp Bull 50 220.00 48 291.67
T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 37 216.22 37 297.30
MIMPX - Global Strategist Portfolio Class I 19 210.53 23 304.35
MMTM - SPDR S&P 1500 Momentum Tilt ETF 16 187.50 151 284.77
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 14 214.29 46 282.61
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 12 250.00 56 285.71
Profunds - Profund Vp Ultrabull 11 181.82 13 307.69
Name Current Shares Current PPS Previous Shares Previous PPS
LZCOX - Lazard US Small-Mid Cap Equity Portfolio Open Shares 1,590 213.84 0
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 872 214.45 0
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 585 213.68 0
AXMNX - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 8 250.00 1
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
ARGFX - Ariel Fund Investor Class 76,396 152,341 213.97 75,945 283.97 100.59
CAAPX - Ariel Appreciation Fund Investor Class 56,907 110,923 213.97 54,016 283.97 105.35
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 40,845 1,497,282 213.97 1,456,437 283.97 2.80
CUSUX - Six Circles U.S. Unconstrained Equity Fund 36,566 38,323 213.97 1,757 284.01 2081.16
XLV - The Health Care Select Sector SPDR Fund 35,226 393,347 213.97 358,121 283.97 9.84
INFL - Horizon Kinetics Inflation Beneficiaries ETF 25,116 193,049 213.97 167,933 283.97 14.96
VFINX - Vanguard 500 Index Fund Investor Shares 20,799 1,125,034 213.97 1,104,235 283.97 1.88
BEQGX - Equity Growth Fund Investor Class 16,509 40,509 213.98 24,000 283.96 68.79
IVV - iShares Core S&P 500 ETF 12,828 441,937 213.97 429,109 283.97 2.99
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares 11,583 584,711 213.97 573,128 283.97 2.02
LSSCX - Loomis Sayles Small Cap Value Fund Institutional Class 10,403 20,916 213.95 10,513 283.93 98.95
CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 10,357 13,087 213.95 2,730 283.88 379.38
EKBAX - Wells Fargo Diversified Capital Builder Fund Class A 10,000 30,000 213.97 20,000 283.95 50.00
TMFCX - Touchstone Mid Cap Value Fund Class C 9,870 32,164 213.97 22,294 412.67 44.27
NAESX - Vanguard Small-Cap Index Fund Investor Shares 7,974 641,049 213.97 633,075 283.97 1.26
MXMCX - Great-West Ariel Mid Cap Value Fund Investor Class 6,390 12,687 214.00 6,297 283.94 101.48
Gabelli Healthcare & Wellnessrx Trust 6,300 12,300 213.98 6,000 284.00 105.00
PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 6,200 114,700 213.97 108,500 283.97 5.71
MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 5,781 11,289 214.01 5,508 283.95 104.96
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 5,722 11,416 214.00 5,694 283.98 100.49
ITOT - iShares Core S&P Total U.S. Stock Market ETF 4,998 55,166 213.97 50,168 283.97 9.96
BBH - VanEck Vectors Biotech ETF 4,305 61,084 213.97 56,779 283.98 7.58
VIGRX - Vanguard Growth Index Fund Investor Shares 4,137 205,275 213.97 201,138 283.97 2.06
DNLDX - BNY Mellon Active MidCap Fund Class A 3,375 5,390 213.91 2,015 283.87 167.49
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 3,015 12,653 213.94 9,638 283.98 31.28
Gabelli Dividend & Income Trust 3,000 9,000 214.00 6,000 284.00 50.00
NOSIX - Northern Stock Index Fund 2,628 17,113 213.99 14,485 283.95 18.14
IXJ - iShares Global Healthcare ETF 2,451 26,414 213.98 23,963 283.98 10.23
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 2,408 10,698 213.97 8,290 283.96 29.05
IWD - iShares Russell 1000 Value ETF 2,351 10,394 213.97 8,043 283.97 29.23
IWB - iShares Russell 1000 ETF 2,275 37,544 213.96 35,269 283.96 6.45
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 2,109 29,779 213.98 27,670 283.95 7.62
SPYG - SPDR(R) Portfolio S&P 500 Growth ETF 1,917 39,220 213.97 37,303 283.97 5.14
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 1,752 1,785 214.01 33 272.73 5309.09
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 1,647 22,551 213.96 20,904 283.96 7.88
LZCOX - Lazard US Small-Mid Cap Equity Portfolio Open Shares 1,590 1,590 213.84 0 0.00
IUSG - iShares Core S&P U.S. Growth ETF 1,417 32,989 213.98 31,572 283.99 4.49
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 1,400 4,300 213.95 2,900 284.14 48.28
RSDGX - Victory RS Select Growth Fund Class A 1,340 5,770 214.04 4,430 283.97 30.25
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 1,238 43,885 213.97 42,647 283.96 2.90
CACG - ClearBridge All Cap Growth ETF 1,138 5,246 213.88 4,108 284.08 27.70
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 1,132 19,667 213.96 18,535 283.95 6.11
RYAWX - S&P 500 Pure Growth Fund Class H 1,109 2,997 213.88 1,888 283.90 58.74
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 1,078 4,047 213.99 2,969 283.93 36.31
VBINX - Vanguard Balanced Index Fund Investor Shares 900 39,538 213.97 38,638 283.97 2.33
HLEIX - JPMorgan Equity Index Fund Class I 900 11,469 213.97 10,569 283.94 8.52
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 872 872 214.45 0 0.00
RSMOX - Victory RS Mid Cap Growth Fund Class A 870 8,410 213.91 7,540 283.95 11.54
SPLG - SPDR(R) Portfolio Large Cap ETF 849 19,681 213.96 18,832 283.98 4.51
VLACX - Vanguard Large-Cap Index Fund Investor Shares 822 27,026 213.98 26,204 283.96 3.14
SMMD - iShares Russell 2500 ETF 717 4,046 214.04 3,329 283.87 21.54
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 585 585 213.68 0 0.00
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 575 3,847 213.93 3,272 283.92 17.57
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 514 2,920 214.04 2,406 283.87 21.36
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 502 4,431 213.95 3,929 284.04 12.78
IWR - iShares Russell Mid-Cap ETF 502 140,619 213.97 140,117 283.97 0.36
VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 473 74,943 213.98 74,470 283.97 0.64
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 420 851 213.87 431 283.06 97.45
TPLC - Timothy Plan US Large Cap Core ETF 397 1,660 213.86 1,263 284.24 31.43
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 349 5,644 214.03 5,295 284.04 6.59
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 340 7,212 213.95 6,872 283.91 4.95
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 317 34,479 213.96 34,162 283.97 0.93
BAFYX - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 316 2,114 213.81 1,798 284.20 17.58
M&g Investment Management Ltd 312 5,895 214.08 5,583 284.08 5.59
IWS - iShares Russell Mid-Cap Value ETF 301 6,623 213.95 6,322 283.93 4.76
SAEF - Schwab Ariel ESG ETF 284 821 214.37 537 283.05 52.89
INDEX - S&P 500(R) Equal Weight No Load Shares 272 831 214.20 559 377.46 48.66
LKBAX - LKCM Balanced Fund 250 5,250 213.90 5,000 284.00 5.00
Humankind Benefit Corp - Humankind US Stock ETF 230 847 213.70 617 283.63 37.28
SEMCX - Simt Mid Cap Fund Class F 215 636 213.84 421 413.30 51.07
CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 177 946 213.53 769 283.49 23.02
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 176 1,913 213.80 1,737 283.82 10.13
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 142 4,009 214.02 3,867 283.94 3.67
CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 139 2,759 213.85 2,620 283.97 5.31
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 118 228 214.91 110 281.82 107.27
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 117 11,761 214.01 11,644 284.01 1.00
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 102 11,195 213.93 11,093 283.96 0.92
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 100 9,808 214.01 9,708 283.99 1.03
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 100 9,500 214.00 9,400 283.94 1.06
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 75 1,807 214.17 1,732 284.06 4.33
USSPX - 500 Index Fund -Member Shares 63 13,150 213.99 13,087 283.95 0.48
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 62 1,540 214.29 1,478 284.17 4.19
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 60 2,355 214.01 2,295 284.10 2.61
SLGFX - SIMT Large Cap Index Fund Class F 50 1,303 214.12 1,253 284.12 3.99
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 43 4,203 213.89 4,160 283.89 1.03
BAFMX - Brown Advisory Mid-Cap Growth Fund Institutional Shares 43 8,944 214.00 8,901 284.01 0.48
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 42 672 214.29 630 284.13 6.67
CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF 37 5,868 214.04 5,831 284.00 0.63
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 37 21,952 213.97 21,915 283.96 0.17
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 37 167 215.57 130 284.62 28.46
XVV - iShares ESG Screened S&P 500 ETF 35 372 215.05 337 284.87 10.39
SPTM - SPDR(R) Portfolio Total Stock Market ETF 33 7,471 214.03 7,438 283.95 0.44
WCGNX - William Blair Mid Cap Growth Fund Class N 25 2,440 213.93 2,415 284.06 1.04
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 25 430 213.95 405 283.95 6.17
SPYX - SPDR S&P 500 Fossil Fuel Reserves Free ETF 24 1,962 214.07 1,938 283.80 1.24
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 22 2,156 213.82 2,134 283.97 1.03
EPS - WisdomTree U.S. LargeCap Fund N/A 18 524 213.74 506 284.58 3.56
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 16 139 215.83 123 284.55 13.01
JDVSX - JPMorgan Diversified Fund Class I 13 86 209.30 73 287.67 17.81
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 12 282 212.77 270 285.19 4.44
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 10 2,177 214.06 2,167 283.80 0.46
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 8 537 214.15 529 283.55 1.51
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 7 489 214.72 482 284.23 1.45
AXMNX - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 7 8 250.00 1 700.00
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 5 258 213.18 253 284.58 1.98
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 5 58 206.90 53 283.02 9.43
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 4 307 214.98 303 283.83 1.32
Profunds - Profund Vp Bull 2 50 220.00 48 291.67 4.17
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 2 4,659 213.99 4,657 283.87 0.04
SPFFX - Sphere 500 Fossil Free Fund 1 2 1 100.00
MGFAX - MassMutual Premier Global Fund Class A 1 4,720 213.98 4,719 283.96 0.02
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 37,826 62,174 213.96 100,000 283.97 -37.83
Riverbridge Partners Llc 27,470 231,551 213.97 259,021 283.97 -10.61
VHCOX - Vanguard Capital Opportunity Fund Investor Shares 26,510 272,990 213.97 299,500 283.97 -8.85
BIASX - Brown Advisory Small-Cap Growth Fund Investor Shares 26,241 42,402 213.98 68,643 283.98 -38.23
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 22,500 27,500 213.96 50,000 283.96 -45.00
IWP - iShares Russell Mid-Cap Growth ETF 15,860 162,918 213.97 178,778 283.97 -8.87
QCGLRX - Global Equities Account Class R1 15,046 13,493 213.96 28,539 283.96 -52.72
QCSTRX - Stock Account Class R1 14,308 86,681 213.97 100,989 283.97 -14.17
SDGAX - DWS Capital Growth Fund Class A 13,019 42,676 213.96 55,695 283.98 -23.38
VKSAX - Virtus KAR Small-Mid Cap Core Fund Class A 12,522 196,957 213.97 209,479 283.97 -5.98
GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 12,147 1,224 214.05 13,371 283.97 -90.85
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 11,900 16,100 213.98 28,000 283.96 -42.50
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 11,700 1,300 213.85 13,000 284.00 -90.00
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 7,117 16,342 213.99 23,459 283.98 -30.34
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 6,778 21,552 213.95 28,330 283.97 -23.93
IBB - iShares Nasdaq Biotechnology ETF 5,422 394,125 213.97 399,547 283.97 -1.36
Tekla Healthcare Opportunities Fund 5,111 20,067 213.98 25,178 283.98 -20.30
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 4,471 32,125 213.98 36,596 283.97 -12.22
Tekla Healthcare Investors 4,320 14,361 213.98 18,681 283.98 -23.13
VSEQX - Vanguard Strategic Equity Fund Investor Shares 3,911 92,027 213.97 95,938 283.98 -4.08
PREIX - T. Rowe Price Equity Index 500 Fund 3,821 36,146 213.97 39,967 283.96 -9.56
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 3,610 7,050 213.90 10,660 283.96 -33.86
IVW - iShares S&P 500 Growth ETF 3,550 92,754 213.97 96,304 283.97 -3.69
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 3,238 378,688 213.97 381,926 283.97 -0.85
Spdr S&p 500 Etf Trust 3,150 541,951 213.97 545,101 283.97 -0.58
BTSMX - Boston Trust SMID Cap Fund 3,140 30,235 213.96 33,375 283.96 -9.41
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 3,026 24,388 213.96 27,414 283.98 -11.04
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 3,003 4,710 214.01 7,713 283.94 -38.93
Tekla World Healthcare Fund 2,838 10,797 213.95 13,635 283.98 -20.81
Jnl Series Trust - Jnl/s&p 4 Fund (a) 2,756 108,695 213.97 111,451 283.97 -2.47
KOMP - SPDR S&P Kensho New Economies Composite ETF 2,101 7,049 213.93 9,150 283.93 -22.96
FMDGX - Fidelity Mid Cap Growth Index Fund 2,080 6,784 214.03 8,864 283.96 -23.47
Tekla Life Sciences Investors 1,827 2,669 213.94 4,496 284.03 -40.64
IWF - iShares Russell 1000 Growth ETF 1,785 151,447 213.97 153,232 283.97 -1.16
SBRAX - Segall Bryant & Hamill All Cap Fund Retail Class 1,756 7,013 214.03 8,769 283.95 -20.03
VMGIX - Vanguard Mid-Cap Growth Index Fund Investor Shares 1,604 169,170 213.97 170,774 283.97 -0.94
VINIX - Vanguard Institutional Index Fund Institutional Shares 1,557 376,894 213.97 378,451 283.97 -0.41
AMOMX - AQR Large Cap Momentum Style Fund Class I 1,151 4,581 213.93 5,732 284.02 -20.08
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 1,014 6,112 214.01 7,126 284.03 -14.23
ONEO - SPDR Russell 1000 Momentum Focus ETF 695 245 212.24 940 284.04 -73.94
MSACX - Active International Allocation Portfolio Class I 662 3,720 213.98 4,382 283.89 -15.11
PFDAX - Pacific Funds Small/Mid-Cap Class A 563 7,032 214.02 7,595 284.00 -7.41
POMIX - T. Rowe Price Total Equity Market Index Fund 500 1,968 213.92 2,468 284.04 -20.26
QCELX - AQR Large Cap Multi-Style Fund Class I 464 21,636 213.95 22,100 283.98 -2.10
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 437 33,171 213.98 33,608 283.98 -1.30
RYNVX - Nova Fund Investor Class 389 61 213.11 450 284.44 -86.44
TPLE - Timothy Plan US Large/Mid Cap Core Enhanced ETF 368 171 216.37 539 283.86 -68.27
MIEAX - MM S&P 500 Index Fund Class R4 328 3,927 213.90 4,255 283.90 -7.71
WTMVX - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 317 1,367 213.61 1,684 283.85 -18.82
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 281 4,032 214.04 4,313 284.03 -6.52
BBGSX - Bridge Builder Small/Mid Cap Growth Fund 269 4,506 213.94 4,775 283.98 -5.63
NENGX - Northern Engage360 Fund 237 2,653 214.10 2,890 284.08 -8.20
WGGNX - William Blair Global Leaders Fund Class N 220 6,360 213.99 6,580 284.04 -3.34
Profunds - Profund Vp Biotechnology 215 1,689 213.74 1,904 284.14 -11.29
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 210 4,352 213.92 4,562 283.87 -4.60
HELX - Franklin Genomic Advancements ETF 187 1,316 214.29 1,503 284.10 -12.44
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 174 156 211.54 330 284.85 -52.73
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 152 735 213.61 887 284.10 -17.14
MMTM - SPDR S&P 1500 Momentum Tilt ETF 135 16 187.50 151 284.77 -89.40
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 126 10,589 214.00 10,715 283.99 -1.18
WSMNX - William Blair Small-Mid Cap Growth Fund Class N 123 165,037 213.97 165,160 283.97 -0.07
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 110 1,987 213.89 2,097 283.74 -5.25
CFA - VictoryShares US 500 Volatility Wtd ETF 101 3,511 213.90 3,612 284.05 -2.80
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 100 528 214.02 628 283.44 -15.92
XAOKX - Index 500 Portfolio Initial Class 99 15,889 213.98 15,988 283.96 -0.62
RYTTX - S&P 500 2x Strategy Fund A 93 170 211.76 263 285.17 -35.36
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 92 86 209.30 178 286.52 -51.69
RYHIX - Health Care Fund Investor Class 80 802 214.46 882 283.45 -9.07
RYSOX - S&P 500 Fund Class A 80 120 216.67 200 285.00 -40.00
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 79 1,424 214.19 1,503 284.10 -5.26
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 74 1,108 213.90 1,182 284.26 -6.26
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 55 2,107 214.05 2,162 284.00 -2.54
SWP1Z - Schwab S&P 500 Index Portfolio 51 1,861 213.86 1,912 284.00 -2.67
GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 47 567 213.40 614 283.39 -7.65
SSSPX - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 46 226 212.39 272 283.09 -16.91
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 45 960 213.54 1,005 283.58 -4.48
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 44 1,399 213.72 1,443 284.13 -3.05
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 44 12 250.00 56 285.71 -78.57
IWV - iShares Russell 3000 ETF 42 13,115 213.95 13,157 283.96 -0.32
SSPIX - SIMT S&P 500 Index Fund Class F 40 1,260 214.29 1,300 283.85 -3.08
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 33 2,417 213.90 2,450 284.08 -1.35
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 32 14 214.29 46 282.61 -69.57
Profunds - Profund Vp Health Care 22 417 213.43 439 284.74 -5.01
MBAAX - Global Strategist Portfolio Class A Shares 20 94 212.77 114 280.70 -17.54
Profunds - Profund Vp Large-cap Growth 20 59 220.34 79 278.48 -25.32
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 19 3,904 213.88 3,923 283.97 -0.48
CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 18 357 212.89 375 282.67 -4.80
FIMVX - Fidelity Mid Cap Value Index Fund 16 451 212.86 467 284.80 -3.43
VLU - SPDR S&P 1500 Value Tilt ETF 15 166 216.87 181 281.77 -8.29
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 15 1,597 214.15 1,612 284.12 -0.93
MUXAX - Victory S&P 500 Index Fund Class A 10 353 215.30 363 283.75 -2.75
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 8 456 214.91 464 284.48 -1.72
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 6 960 213.54 966 283.64 -0.62
SFAAX - Wells Fargo Index Asset Allocation Fund Class A 4 1,346 213.97 1,350 283.70 -0.30
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 4 145 213.79 149 281.88 -2.68
MIMPX - Global Strategist Portfolio Class I 4 19 210.53 23 304.35 -17.39
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 2 128 210.94 130 284.62 -1.54
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 2 379 213.72 381 283.46 -0.52
Profunds - Profund Vp Ultrabull 2 11 181.82 13 307.69 -15.38
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 1 62 209.68 63 285.71 -1.59
Name Current Puts
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Prelude Capital Management, Llc 1,041 1,500 2,541 -40.97
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