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 575 22.00 16.28 27.48
Previous Quarter 592 23.00 22.95 26.18

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 49 144 242 145 161 142
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 2 1 1 2 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 1 4 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 0 2 0 2 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Past Week 0 0 0 0 0 0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

BlackRock Vanguard
Quarter Shares % Ownership PPS Shares % Ownership PPS
Current Quarter 1,119,182 2.00 16.55 2,224,500 3.98 15.99
Previous Quarter 1,023,186 1.83 19.92 2,286,338 4.09 18.02

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name Shares PPS
Alliancebernstein L.p. 5,814,028 33.74
Neuberger Berman Group LLC 5,538,301 33.73
DnB Asset Management AS 5,411,610 33.74
Voya Investment Management Llc 4,567,705 33.74
Morgan Stanley 2,863,440 33.74
Senvest Management, LLC 2,642,078 33.74
BlueCrest Capital Management Ltd 2,260,000 33.74
Adage Capital Partners Gp, L.l.c. 2,122,942 16.09
Acadian Asset Management Llc 2,058,140 0.03
Bpifrance Sa 1,800,401 33.74
NINAX - Neuberger Berman Intrinsic Value Fund Class A 1,430,173 31.89
Janus Henderson Group Plc 1,342,293 33.71
Vanguard Group Inc 1,121,970 16.09
Wellington Management Group Llp 1,106,734 33.74
Cadian Capital Management, Lp 1,100,000 33.74
ABASX - AB Discovery Value Fund Class A 1,091,759 31.89
Schonfeld Strategic Advisors LLC 1,055,000 33.74
Lord, Abbett & Co. Llc 834,862 0.03
Brown Advisory Inc 830,142 16.09
Dimensional Fund Advisors Lp 761,706 16.09

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
Alliancebernstein L.p. 6,143,183 31.51
Neuberger Berman Group LLC 5,547,931 31.46
DnB Asset Management AS 5,469,821 31.51
Voya Investment Management Llc 4,620,320 31.50
Morgan Stanley 2,870,210 31.51
Bpifrance Sa 2,695,094 31.51
BlueCrest Capital Management Ltd 2,260,000 31.50
Acadian Asset Management Llc 2,113,658 0.03
Adage Capital Partners Gp, L.l.c. 2,010,300 17.69
Senvest Management, LLC 1,991,476 31.50
Dendur Capital Lp 1,529,337 31.51
NINAX - Neuberger Berman Intrinsic Value Fund Class A 1,430,173 33.15
Janus Henderson Group Plc 1,289,762 31.51
Vanguard Group Inc 1,157,696 17.69
Wellington Management Group Llp 1,115,772 31.50
ABASX - AB Discovery Value Fund Class A 1,091,759 33.15
Schonfeld Strategic Advisors LLC 1,075,000 31.51
Lord, Abbett & Co. Llc 1,006,439 0.03
Brown Advisory Inc 893,448 17.69
Dimensional Fund Advisors Lp 761,831 17.69

 

Recent Quarter Analysis

Name Shares PPS
Cadian Capital Management, Lp 1,100,000 33.74
Two Sigma Investments, Lp 139,563 33.74
Quantedge Capital Pte Ltd 88,745 33.74
Two Sigma Advisers, Lp 85,300 33.74
Empowered Funds, LLC 84,846 16.09
EA Series Trust 84,846 16.09
Hudson Bay Capital Management LP 75,000 33.73
Squarepoint Ops LLC 73,302 16.08
DPST - Direxion Daily Regional Banks Bull 3X Shares 33,591 16.28
Hrt Financial Lp 29,882
CSML - IQ Chaikin U.S. Small Cap ETF 28,402 16.27
Tybourne Capital Management (hk) Ltd 25,100 33.75
Campbell & CO Investment Adviser LLC 24,418 16.09
Stifel Financial Corp 21,316 33.73
Gsa Capital Partners Llp 20,165 0.05
Portside Wealth Group, LLC 19,836 16.08
CastleKnight Management LP 19,500 33.74
Bank Of Montreal /can/ 19,305 17.04
XTX Topco Ltd 17,235 16.07
Oxford Financial Group Ltd 10,488 16.11
Name Shares PPS
Dendur Capital Lp 1,529,337 31.51
First Manhattan Co 393,388 17.69
MISAX - Victory Trivalent International Small-Cap Fund Class A 353,617 27.03
Weiss Multi-Strategy Advisers LLC 286,086 0.03
KRE - SPDR(R) S&P Regional Banking(SM) ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 276,082 17.69
UBS Group AG 192,800 31.50
J. Goldman & Co LP 167,400 31.51
AEDAX - INVESCO European Growth Fund Class A 153,718 25.50
Cramer Rosenthal Mcglynn Llc 137,408 17.69
TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 128,730 22.95
Jane Street Group, Llc 98,621 31.50
MYDA Advisors LLC 96,700 31.51
Jefferies Group LLC 86,300 27.03
Panagora Asset Management Inc 84,475 17.69
Richelieu Gestion PLC 76,810 0.03
Wolverine Trading, Llc 65,100 0.03
BOTSX - Omni Tax-Managed Small-Cap Value Fund Class N 55,000 23.04
HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 47,800 22.55
STMSX - Simt Tax-managed Small/mid Cap Fund Class F 43,074 17.69
Group One Trading, L.p. 41,100 31.51
Group One Trading, L.p. 41,100 31.51
Artemis Investment Management LLP 24,162 17.67
Rafferty Asset Management, LLC 24,002 17.71
CRISX - CRM SMALL CAP VALUE FUND INSTITUTIONAL 23,652 17.67
Belvedere Trading LLC 19,108 31.51
SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,547 22.97
VSTCX - Vanguard Strategic Small-Cap Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,780 17.72
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 16,006 27.05
Reynders McVeigh Capital Management, LLC 15,629
VVSCX - Small Cap Value Fund 15,600 26.67
SPWIX - Simt Small Cap Growth Fund Class I 15,047 22.53
Raymond James & Associates 14,925 17.69
TIEUX - International Equity Fund 14,342 27.05
BFOR - Barron's 400 ETF 13,663 23.57
VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,713 23.56
Jump Financial, LLC 11,700 31.54
Dynamic Technology Lab Private Ltd 11,456
MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 11,400 22.54
CPAEX - Counterpoint Tactical Equity Fund Class A Shares 10,998 22.55
Lsv Asset Management 9,400 19.79
IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 9,200 22.50
SVYAX - SIIT U.S. Managed Volatility Fund - Class A 8,896 26.64
ASMOX - AQR Small Cap Momentum Style Fund Class I 8,004 17.74
NMIEX - Active M International Equity Fund 7,729 27.04
SVOAX - Simt Us Managed Volatility Fund Class F 7,140 22.55
SG Americas Securities, LLC 6,655
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 6,600 22.58
Weiss Strategic Interval Fund 6,226 26.98
Vestcor Inc 4,052
VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,440 23.55
GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 2,655 25.61
REBYX - U.S. Small Cap Equity Fund Class Y 1,783 22.99
SSCYX - Small Capitalization Portfolio Class A 1,424 23.88
Dorsey Wright & Associates 986 17.24
DWMC - AdvisorShares Dorsey Wright Micro-Cap ETF 986 17.24
Wipfli Financial Advisors Llc, 967
Advisory Services Network, LLC 900 31.11
DTSVX - Small Company Value Portfolio Investment Class 900 22.22
SSEAX - SIIT Screened World Equity Ex-US Fund - Class A 432 27.78
TCI Wealth Advisors, Inc. 168 17.86
PBSM - Invesco PureBeta MSCI USA Small Cap ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 141 21.28
Simplex Trading, Llc 134
Huntington National Bank 41 24.39
VQNPX - Vanguard Growth and Income Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24
Raleigh Capital Management Inc. 1
Lansing Street Advisors
Capital Asset Advisory Services LLC
Janney Montgomery Scott LLC
Hotchkis & Wiley Capital Management Llc
ADAGE CAPITAL PARTNERS GP, L.L.C.
Hsbc Holdings Plc
BNP Paribas Asset Management Holding S.A.
RIFBX - U.S. Small Cap Equity Fund
Tudor Investment Corp Et Al
Belpointe Asset Management LLC
Rockefeller Capital Management L.P.
Meeder Asset Management Inc
Accurate Wealth Management, LLC
Gladius Capital Management LP
Institutional & Family Asset Management, Llc
Harbour Investments, Inc.
Patriot Financial Group Insurance Agency, LLC
Truist Financial Corp
Standard Family Office LLC
BRSDX - MFS Blended Research Small Cap Equity Fund A
Counterpoint Mutual Funds LLC
FDx Advisors, Inc.
Strs Ohio
Sierra Capital LLC
FLMFX - MUIRFIELD FUND Retail Class
DGS Capital Management, LLC
Marshall Wace, Llp
Alps Advisors Inc
Victory Capital Management Inc
La Banque Postale Asset Management SA
Investors Asset Management Of Georgia Inc /ga/ /adv
EAM Global Investors LLC
Zacks Investment Management
Healthcare Of Ontario Pension Plan Trust Fund
MORGAN STANLEY
SPSCX - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
CVA Family Office, LLC
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
Lombard Odier Asset Management (USA) Corp
Covea Finance
Renaissance Technologies Llc
Redmont Wealth Advisors Llc
Captrust Financial Advisors
CSCVX - CornerCap Small-Cap Value Fund Advisor Class
Alberta Investment Management Corp
Penserra Capital Management LLC
Denali Advisors Llc
Cutler Group LP
Hillsdale Investment Management Inc.
Cornercap Investment Counsel Inc
RPD Fund Management LLC
Truvestments Capital Llc
Pnc Financial Services Group, Inc.
Hamilton Lane Advisors Llc
CENTRAL TRUST Co
Two Roads Shared Trust - Conductor Global Equity Value ETF
Castle Wealth Management Llc
Nomura Asset Management Co Ltd
Brown Brothers Harriman & Co
FLDFX - BALANCED FUND Retail Class
FDLS - Inspire Fidelis Multi Factor ETF
DWAS - Invesco DWA SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Massachusetts Financial Services Co /ma/
Graham Capital Management, L.P.
Beck Capital Management, Llc
Cibc World Markets Corp
Brinker Capital Investments, LLC
GW&K Investment Management, LLC
Dynamic Advisor Solutions LLC
FLDOX - MODERATE ALLOCATION FUND Retail Class
Parallax Volatility Advisers, L.P.
Parallax Volatility Advisers, L.P.
Point72 Middle East FZE
Dupont Capital Management Corp
Jefferies Financial Group Inc.
Jefferies Financial Group Inc.
TLEQX - Small-Cap Equity Fund
EAM Investors, LLC
PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Name Current Shares Current PPS Previous Shares Previous PPS
Adage Capital Partners Gp, L.l.c. 2,122,942 16.09 2,010,300 17.69
NINAX - Neuberger Berman Intrinsic Value Fund Class A 1,430,173 31.89 1,430,173 33.15
Vanguard Group Inc 1,121,970 16.09 1,157,696 17.69
ABASX - AB Discovery Value Fund Class A 1,091,759 31.89 1,091,759 33.15
Brown Advisory Inc 830,142 16.09 893,448 17.69
Dimensional Fund Advisors Lp 761,706 16.09 761,831 17.69
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 689,657 16.09 689,657 17.69
DekaBank Deutsche Girozentrale 618,229 0.02 616,731 0.02
BIAUX - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 516,193 16.09 512,948 17.69
QASCX - Federated MDT Small Cap Core Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 502,239 16.28 559,850 22.95
IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 494,393 16.09 398,494 17.69
Bridgeway Capital Management Inc 325,576 16.09 285,525 17.69
SCAVX - AB Small Cap Value Portfolio Class A 264,587 31.89 264,587 33.15
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 260,683 16.09 263,943 17.69
Schroder Investment Management Group 250,687 16.09 204,396 17.69
FSCFX - Strategic Advisers Small-Mid Cap Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 228,142 31.89 246,902 33.15
Northern Trust Corp 226,702 16.09 213,668 17.69
American Century Companies Inc 198,682 16.09 183,749 17.66
Prudential Financial Inc 195,685 16.09 83,085 17.69
IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 192,765 16.09 187,242 17.69
Name Current Shares Current PPS Previous Shares Previous PPS
Alliancebernstein L.p. 5,814,028 33.74 6,143,183 31.51
Neuberger Berman Group LLC 5,538,301 33.73 5,547,931 31.46
DnB Asset Management AS 5,411,610 33.74 5,469,821 31.51
Voya Investment Management Llc 4,567,705 33.74 4,620,320 31.50
Morgan Stanley 2,863,440 33.74 2,870,210 31.51
Senvest Management, LLC 2,642,078 33.74 1,991,476 31.50
BlueCrest Capital Management Ltd 2,260,000 33.74 2,260,000 31.50
Acadian Asset Management Llc 2,058,140 0.03 2,113,658 0.03
Bpifrance Sa 1,800,401 33.74 2,695,094 31.51
Janus Henderson Group Plc 1,342,293 33.71 1,289,762 31.51
Wellington Management Group Llp 1,106,734 33.74 1,115,772 31.50
Schonfeld Strategic Advisors LLC 1,055,000 33.74 1,075,000 31.51
Lord, Abbett & Co. Llc 834,862 0.03 1,006,439 0.03
No Street GP LP 675,000 33.74 735,000 31.50
Millennium Management Llc 664,747 33.74 192,838 0.03
State Of Wisconsin Investment Board 659,600 33.74 659,600 31.51
Cannell Capital Llc 634,278 33.74 665,026 31.51
LVOAX - Lord Abbett Value Opportunities Fund Class A 517,284 31.45 529,984 30.25
Orchard Capital Managment, LLC 439,615 33.74 474,593 31.50
J. Goldman & Co LP 427,200 33.74 167,400 31.51
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Senvest Management, LLC 650,602 2,642,078 33.74 1,991,476 31.50 32.67
Millennium Management Llc 471,909 664,747 33.74 192,838 0.03 244.72
J. Goldman & Co LP 259,800 427,200 33.74 167,400 31.51 155.20
Goldman Sachs Group Inc 126,639 186,711 33.74 60,072 31.51 210.81
Adage Capital Partners Gp, L.l.c. 112,642 2,122,942 16.09 2,010,300 17.69 5.60
Prudential Financial Inc 112,600 195,685 16.09 83,085 17.69 135.52
MYDA Advisors LLC 103,300 200,000 33.74 96,700 31.51 106.83
IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95,899 494,393 16.09 398,494 17.69 24.07
HighTower Advisors, LLC 69,843 174,067 33.64 104,224 31.54 67.01
Thrivent Financial For Lutherans 69,390 80,791 0.01 11,401 608.63
Weiss Multi-Strategy Advisers LLC 58,647 344,733 0.03 286,086 0.03 20.50
Janus Henderson Group Plc 52,531 1,342,293 33.71 1,289,762 31.51 4.07
Nuveen Asset Management, LLC 47,858 302,902 16.09 255,044 0.02 18.76
Schroder Investment Management Group 46,291 250,687 16.09 204,396 17.69 22.65
Federated Hermes, Inc. 41,319 101,933 33.74 60,614 31.51 68.17
DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,468 94,025 16.28 53,557 22.95 75.56
Bridgeway Capital Management Inc 40,051 325,576 16.09 285,525 17.69 14.03
AVFIX - American Beacon Small Cap Value Fund Institutional Class 37,200 56,594 16.27 19,394 22.95 191.81
VSFAX - Federated Clover Small Value Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,402 89,826 33.74 53,424 31.50 68.14
DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35,507 139,336 16.28 103,829 22.95 34.20
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bpifrance Sa 894,693 1,800,401 33.74 2,695,094 31.51 -33.20
Basswood Capital Management, L.l.c. 435,159 90,822 16.09 525,981 17.69 -82.73
First Manhattan Co 393,385 3 393,388 17.69 -100.00
Alliancebernstein L.p. 329,155 5,814,028 33.74 6,143,183 31.51 -5.36
Metavasi Capital LP 193,923 217,357 33.74 411,280 31.50 -47.15
Susquehanna International Group, Llp 172,619 190,479 33.74 363,098 31.50 -47.54
Lord, Abbett & Co. Llc 171,577 834,862 0.03 1,006,439 0.03 -17.05
UBS Group AG 108,470 84,330 33.74 192,800 31.50 -56.26
KBC Group NV 101,939 15,202 117,141 -87.02
D. E. Shaw & Co., Inc. 74,411 104,051 33.74 178,462 31.50 -41.70
Lapides Asset Management, LLC 67,500 198,700 33.74 266,200 0.03 -25.36
Brown Advisory Inc 63,306 830,142 16.09 893,448 17.69 -7.09
Cubist Systematic Strategies, LLC 60,909 13,383 33.77 74,292 31.51 -81.99
No Street GP LP 60,000 675,000 33.74 735,000 31.50 -8.16
DnB Asset Management AS 58,211 5,411,610 33.74 5,469,821 31.51 -1.06
QASCX - Federated MDT Small Cap Core Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57,611 502,239 16.28 559,850 22.95 -10.29
272 Capital LP 55,918 89,063 33.74 144,981 31.51 -38.57
Acadian Asset Management Llc 55,518 2,058,140 0.03 2,113,658 0.03 -2.63
Voya Investment Management Llc 52,615 4,567,705 33.74 4,620,320 31.50 -1.14
Ameriprise Financial Inc 50,828 298,887 33.74 349,715 31.51 -14.53
Name Current Puts
Name Current Calls
Fifth Lane Capital, Lp 100,000
Walleye Capital LLC 22,900
Name
SPEDX - Alger Dynamic Opportunities Fund Class A
Name Previous Puts
Jefferies Financial Group Inc. 0
Name Previous Calls
Wolverine Trading, Llc 65,100
Parallax Volatility Advisers, L.P. 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Walleye Trading LLC 18,000 24,200 42,200 -42.65
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Jane Street Group, Llc 85,421 13,200 98,621 -86.62
Citadel Advisors Llc 34,200 12,900 47,100 -72.61
Group One Trading, L.p. 8,100 33,000 41,100 -19.71
Clear Street Markets Llc 2,000 1,200 3,200 -62.50
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
GMRAX - Nationwide Small Cap Index Fund Class A 1,840 20.11 1,443 22.87
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 568 19.37 549 23.68
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
GMRAX - Nationwide Small Cap Index Fund Class A 397 1,840 20.11 1,443 22.87 27.51
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 19 568 19.37 549 23.68 3.46
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name