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 | 1,607 | 483.00 | 126.76 | 136.66 |
| Previous Quarter | 1,710 | 128.00 | 132.19 | 129.72 |
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 | 95 | 313 | 914 | 338 | 543 | 463 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 2 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 1 | 1 | 1 | 0 | 2 | 1 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 7 | 0 | 263 | 8 | 102 | 111 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 1 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 1 |
BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.
| BlackRock | Vanguard | |||||
|---|---|---|---|---|---|---|
| Quarter | Shares | % Ownership | PPS | Shares | % Ownership | PPS |
| Current Quarter | 35,726,191 | 0.00 | 0.00 | 45,919,351 | 0.00 | 0.00 |
| Previous Quarter | 16,809,905 | 0.00 | 0.00 | 45,301,530 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 22,740,591 | 126.75 |
| VANGUARD GROUP INC | 21,608,113 | |
| BlackRock Inc. | 18,153,210 | |
| BlackRock Inc. | 17,101,098 | 126.75 |
| Capital Research Global Investors | 16,663,882 | 126.75 |
| Capital Research Global Investors | 15,598,877 | |
| State Street Corp | 9,915,483 | 127.62 |
| AMECX - INCOME FUND OF AMERICA Class A | 8,765,852 | 131.04 |
| CAIBX - CAPITAL INCOME BUILDER Class A | 5,899,350 | 131.04 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 4,851,039 | 126.75 |
| Capital World Investors | 4,400,863 | 126.75 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 4,287,644 | 126.75 |
| Capital World Investors | 4,246,655 | |
| Price T Rowe Associates Inc /md/ | 3,825,776 | 126.75 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 3,791,568 | 126.75 |
| Geode Capital Management, Llc | 3,744,120 | 126.52 |
| FKINX - Franklin Income Fund Class A1 | 3,500,000 | 132.21 |
| XLU - The Utilities Select Sector SPDR Fund | 3,035,689 | 126.75 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A | 2,999,798 | 132.71 |
| Ameriprise Financial Inc | 2,766,450 | 126.63 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 23,028,699 | 132.21 |
| Capital Research Global Investors | 17,821,764 | 132.21 |
| BlackRock Inc. | 16,466,165 | 132.21 |
| State Street Corp | 9,707,687 | 133.08 |
| AMECX - INCOME FUND OF AMERICA Class A | 8,755,952 | 120.43 |
| Franklin Resources Inc | 5,749,555 | 132.21 |
| CAIBX - CAPITAL INCOME BUILDER Class A | 5,618,800 | 120.43 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 5,041,750 | 132.21 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 4,238,977 | 132.21 |
| Capital World Investors | 3,976,763 | 132.21 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 3,959,185 | 132.21 |
| Price T Rowe Associates Inc /md/ | 3,855,379 | 132.21 |
| Geode Capital Management, Llc | 3,644,516 | 131.88 |
| Ameriprise Financial Inc | 3,599,832 | 131.67 |
| FKINX - Franklin Income Fund Class A1 | 3,500,000 | 132.21 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A | 2,999,798 | 121.59 |
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A | 2,936,224 | 113.35 |
| XLU - The Utilities Select Sector SPDR Fund | 2,747,604 | 132.21 |
| Wellington Management Group Llp | 2,730,634 | 132.21 |
| Invesco Ltd. | 2,206,947 | 132.21 |
| Name | Shares | PPS |
|---|---|---|
| VANGUARD GROUP INC | 21,608,113 | |
| VIG - Vanguard Dividend Appreciation Index Fund ETF Shares | 1,186,913 | 131.04 |
| NPRTX - Neuberger Berman Large Cap Value Fund Investor Class | 822,347 | 132.71 |
| Intech Investment Management Llc | 378,633 | 126.75 |
| Teilinger Capital Ltd. | 225,200 | 126.75 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A | 152,543 | 132.71 |
| HITE Hedge Asset Management LLC | 126,862 | 126.75 |
| DIV - Global X SuperDividend U.S. ETF | 116,908 | 131.04 |
| SGMAX - SIIT Global Managed Volatility Fund Class A | 48,127 | 132.71 |
| Oliver Luxxe Assets LLC | 36,371 | 126.75 |
| AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 | 32,874 | 126.76 |
| New York Life Investment Management Llc | 27,164 | 126.79 |
| GLPAX - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares | 24,125 | 132.73 |
| Weiss Multi-Strategy Advisers LLC | 21,186 | 126.73 |
| BPRRX - Boston Partners Long/Short Research Fund Investor Class | 21,182 | 132.71 |
| Old National Bancorp /in/ | 19,754 | 126.71 |
| QDEF - FlexShares Quality Dividend Defensive Index Fund | 19,388 | 131.06 |
| ERBAX - Eaton Vance Richard Bernstein Equity Strategy Fund Class A | 18,072 | 132.69 |
| NORTHERN FUNDS - U.S. Quality ESG Fund Class I | 15,941 | 126.78 |
| Azimuth Capital Investment Management LLC | 12,798 | 126.74 |
| Name | Shares | PPS |
|---|---|---|
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A | 2,936,224 | 113.35 |
| ABALX - AMERICAN BALANCED FUND Class A | 659,143 | 111.71 |
| IGF - iShares Global Infrastructure ETF | 249,047 | 111.71 |
| Man Group plc | 239,517 | 132.21 |
| AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 | 203,062 | 111.71 |
| PYVLX - Payden Equity Income Fund (Investor Class) | 136,800 | 113.35 |
| USISX - Income Stock Fund Shares | 129,117 | 113.35 |
| AQEAX - Columbia Disciplined Core Fund Class A | 113,891 | 113.35 |
| Arvest Bank Trust Division | 106,904 | 111.71 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 | 103,798 | 111.71 |
| ANDAX - AllianzGI NFJ Dividend Value Fund Administrative | 81,838 | 119.54 |
| Capstone Investment Advisors, Llc | 74,600 | 132.21 |
| Capstone Investment Advisors, Llc | 74,600 | 132.21 |
| Capstone Investment Advisors, Llc | 74,600 | 132.21 |
| PQNAX - AllianzGI NFJ Mid-Cap Value Fund A | 69,629 | 119.53 |
| Marshall Wace North America L.P. | 65,036 | 111.72 |
| Qube Research & Technologies Ltd | 62,955 | 132.21 |
| Peregrine Asset Advisers, Inc. | 56,501 | 132.21 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y | 52,801 | 111.70 |
| Blueshift Asset Management, LLC | 37,588 | 132.22 |
| GII - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF | 37,157 | 111.72 |
| FSUVX - Fidelity SAI U.S. Low Volatility Index Fund | 36,267 | 113.35 |
| WHGLX - Westwood Largecap Value Fund Institutional Class Shares | 35,292 | 113.34 |
| J.w. Cole Advisors, Inc. | 33,133 | 0.15 |
| Hexavest Inc. | 31,941 | 111.71 |
| Mackay Shields Llc | 27,702 | 132.23 |
| Duality Advisers, Lp | 26,853 | 132.20 |
| Naviter Wealth, LLC | 26,310 | 133.11 |
| Tri-continental Corp | 23,937 | 111.71 |
| DEF - Invesco Defensive Equity ETF | 21,501 | 108.32 |
| CFS Investment Advisory Services, LLC | 21,021 | |
| PGDIX - Global Diversified Income Fund Institutional Class | 21,000 | 113.33 |
| JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I | 20,752 | 119.55 |
| First Midwest Bank Trust Division | 20,328 | 119.54 |
| Advisors Preferred, LLC | 19,499 | 134.93 |
| MD Financial Management Inc. | 18,982 | 119.53 |
| VUSE - Vident Core U.S. Equity Fund | 18,479 | 108.34 |
| FCTR - First Trust Lunt U.S. Factor Rotation ETF | 18,158 | 111.69 |
| Walleye Trading LLC | 18,100 | 132.21 |
| Aaron Wealth Advisors LLC | 17,055 | 7.56 |
| Versor Investments LP | 15,170 | 132.23 |
| MDIV - Multi-Asset Diversified Income Index Fund | 14,710 | 119.51 |
| VRAI - Virtus Real Asset Income ETF | 12,889 | 113.35 |
| FORA Capital, LLC | 11,600 | 0.17 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares | 11,412 | 111.72 |
| CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional | 11,229 | 108.38 |
| GSELX - Goldman Sachs U.S. Equity Insights Fund Institutional | 10,597 | 113.33 |
| JVAL - JPMorgan U.S. Value Factor ETF | 9,000 | 120.44 |
| SPDV - AAM S&P 500 High Dividend Value ETF | 8,255 | 120.41 |
| FUNL - CornerCap Fundametrics Large-Cap ETF | 7,696 | 119.54 |
| Fisher Asset Management, LLC | 7,278 | 132.18 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) | 7,120 | 111.66 |
| Bbva Usa | 6,270 | 111.64 |
| NorthCoast Asset Management LLC | 6,067 | 111.75 |
| World Asset Management Inc | 5,442 | 111.72 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund | 5,300 | 111.70 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A | 4,757 | 119.61 |
| Fox Run Management, L.l.c. | 4,480 | 132.14 |
| Wolverine Trading, Llc | 4,389 | 132.60 |
| Wolverine Trading, Llc | 4,389 | 132.60 |
| Wolverine Trading, Llc | 4,389 | 132.60 |
| Oak Thistle LLC | 4,244 | 132.19 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A | 3,937 | 119.63 |
| JIAFX - Income Allocation Fund Class A | 3,405 | 121.59 |
| Laurion Capital Management LP | 3,200 | 132.19 |
| B. Metzler seel. Sohn & Co. Holding AG | 3,132 | 111.75 |
| Virtu Financial LLC | 3,083 | 132.34 |
| IBM Retirement Fund | 3,072 | 132.16 |
| Echo Street Capital Management LLC | 2,936 | 132.15 |
| Haverford Trust Co | 2,718 | 132.08 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class | 2,677 | 111.69 |
| Verde Capital Management | 2,647 | 132.23 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares | 2,461 | 119.46 |
| Fort Washington Investment Advisors Inc /oh/ | 2,390 | 132.22 |
| SPVM - Invesco S&P 500 Value with Momentum ETF | 2,384 | 113.26 |
| Old Mission Capital Llc | 2,229 | 132.35 |
| Gsa Capital Partners Llp | 2,207 | 132.31 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A | 2,159 | 119.50 |
| USRAX - Horizon Defensive Multi-Factor Fund Investor Class | 2,153 | 108.22 |
| DURA - VanEck Vectors Morningstar Durable Dividend ETF | 2,118 | 119.45 |
| JBJ Investment Partners, LLC | 2,093 | 119.45 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional | 2,091 | 111.91 |
| SAOAX - Guggenheim Alpha Opportunity Fund A | 2,070 | 111.59 |
| Holocene Advisors, LP | 2,030 | 132.02 |
| Boothbay Fund Management, Llc | 2,021 | 132.11 |
| Farr Miller & Washington Llc/dc | 2,010 | 111.94 |
| XML Financial, LLC | 2,000 | 132.00 |
| N.E.W. Advisory Services LLC | 1,974 | 133.23 |
| RIFAX - U.S. Strategic Equity Fund | 1,968 | 119.41 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares | 1,968 | 119.41 |
| GPIGX - GuidePath(R) Growth and Income Fund | 1,892 | 132.14 |
| Kingsview Wealth Management, LLC | 1,867 | 119.44 |
| 6 Meridian | 1,836 | 119.28 |
| GAOAX - JPMorgan Global Allocation Fund Class A | 1,741 | 113.15 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A | 1,630 | 119.63 |
| Guardian Variable Products Trust - Guardian Integrated Research VIP Fund | 1,616 | 112.00 |
| Wealth Effects Llc | 1,591 | 131.99 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A | 1,591 | 119.42 |
| NEXT Financial Group, Inc | 1,578 | 119.14 |
| Old Port Advisors | 1,555 | 135.05 |
| Transcend Wealth Collective, Llc | 1,547 | 132.51 |
| Western Wealth Management, LLC | 1,538 | 132.64 |
| IFP Advisors, Inc | 1,414 | 62.23 |
| Aquatic Capital Management LLC | 1,400 | 132.14 |
| Money Concepts Capital Corp | 1,265 | 132.02 |
| ROUS - Hartford Multifactor US Equity ETF | 1,199 | 119.27 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity | 1,162 | 111.88 |
| Sonora Investment Management, LLC | 1,135 | 111.89 |
| FLYT - Direxion Flight to Safety Strategy ETF | 831 | 113.12 |
| RYSRX - Guggenheim Long Short Equity Fund Class P | 785 | 112.10 |
| Asset Dedication, LLC | 781 | 131.88 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A | 755 | 119.21 |
| Koshinski Asset Management, Inc. | 742 | 132.08 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial | 707 | 111.74 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B | 671 | 111.77 |
| Berman Capital Advisors, LLC | 656 | 111.28 |
| MEVIX - Lazard Managed Equity Volatility Portfolio Institutional Shares | 637 | 119.31 |
| Prospera Financial Services Inc | 630 | 131.75 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 | 609 | 119.87 |
| Group One Trading, L.p. | 600 | 131.67 |
| Bedel Financial Consulting, Inc. | 600 | 131.67 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio | 570 | 112.28 |
| State of Wyoming | 526 | 133.08 |
| SWS Partners | 506 | 132.41 |
| Freedman Financial Associates, Inc. | 500 | 134.00 |
| RECS - Columbia Research Enhanced Core ETF | 498 | 112.45 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) | 491 | 112.02 |
| INFR - Legg Mason Global Infrastructure ETF | 434 | 112.90 |
| HHM Wealth Advisors, LLC | 421 | 133.02 |
| REVS - Columbia Research Enhanced Value ETF | 419 | 112.17 |
| Foresight Capital Management Advisors, Inc. | 366 | 131.15 |
| Fortitude Advisory Group L.L.C. | 360 | 133.33 |
| Samalin Investment Counsel, LLC | 350 | 131.43 |
| GLIF - AGFiQ Global Infrastructure ETF | 328 | 118.90 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A | 263 | 110.27 |
| FVCIX - Fidelity Flex Large Cap Value II Fund | 206 | 111.65 |
| Reilly Financial Advisors, Llc | 200 | 120.00 |
| IMWAX - Ivy ProShares MSCI ACWI Index Fund Class A | 184 | 114.13 |
| Lloyd Advisory Services, LLC. | 183 | 131.15 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 | 170 | 111.76 |
| ACVF - American Conservative Values ETF | 162 | 123.46 |
| Markston International Llc | 140 | 121.43 |
| Gemmer Asset Management LLC | 129 | 131.78 |
| Filbrandt Wealth Management, LLC | 123 | 113.82 |
| GDMIX - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares | 101 | 118.81 |
| Trustcore Financial Services, Llc | 100 | 130.00 |
| Dark Forest Capital Management Lp | 76 | 131.58 |
| Thompson Siegel & Walmsley Llc | 60 | 133.33 |
| GSSFX - Gotham Short Strategies Fund Institutional Class | 53 | 113.21 |
| Guardian Wealth Management, Inc. | 50 | 140.00 |
| STLV - iShares Factors US Value Style ETF | 49 | 102.04 |
| Tarbox Family Office, Inc. | 33 | 121.21 |
| Cordant, Inc. | 18 | 111.11 |
| Northwest Investment Counselors, Llc | 7 | 142.86 |
| Tcwp Llc | 3 | |
| GoalVest Advisory LLC | 2 | |
| Castle Financial & Retirement Planning Associates, Inc. | 2 | |
| Carroll Financial Associates, Inc. | 2 | |
| FLFGX - GLOBAL ALLOCATION FUND Retail Class | ||
| Allianz Asset Management GmbH | ||
| Polar Asset Management Partners Inc. | ||
| SUVAX - PGIM QMA LARGE-CAP VALUE FUND Class A | ||
| Standard Family Office LLC | ||
| Bridgefront Capital, LLC | ||
| Personal Wealth Partners | ||
| Nomura Holdings Inc | ||
| Legg Mason Asset Management (Japan) Co., Ltd. | ||
| Tudor Investment Corp Et Al | ||
| NGQAX - Neuberger Berman Integrated Large Cap Fund Class A | ||
| Alphasimplex Group, Llc | ||
| C M Bidwell & Associates Ltd | ||
| Resolute Advisors LLC | ||
| Qtron Investments LLC | ||
| FLDOX - MODERATE ALLOCATION FUND Retail Class | ||
| Bartlett & Co. LLC | ||
| Veracity Capital LLC | ||
| KLCD - KFA Large Cap Quality Dividend Index ETF | ||
| Arkadios Wealth Advisors | ||
| Enterprise Financial Services Corp | ||
| FLDGX - DYNAMIC ALLOCATION FUND Retail Class | ||
| MUFG Securities EMEA plc | ||
| FLSPX - SPECTRUM FUND Retail Class | ||
| Magnetar Financial LLC | ||
| Capital Fund Management S.a. | ||
| Baillie Gifford & Co | ||
| FLDFX - BALANCED FUND Retail Class | ||
| Quantitative Systematic Strategies LLC | ||
| Twin Tree Management, LP | ||
| Samson Rock Capital LLP | ||
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio | ||
| Krane Funds Advisors LLC | ||
| Wesbanco Bank Inc | ||
| PGGM Investments | ||
| FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class | ||
| Ibex Wealth Advisors | ||
| Weiss Asset Management LP | ||
| AATIX - Ancora/Thelen Small-Mid Cap Class I | ||
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A | ||
| Seven Eight Capital, Lp | ||
| First Quadrant L P/ca | ||
| FLVEX - Fidelity Large Cap Value Enhanced Index Fund | ||
| BIBL - Inspire 100 ETF | ||
| Financial Advantage, Inc. | ||
| Mainstay Capital Management Llc /adv | ||
| Machina Capital S.a.s. | ||
| GDMYX - Defensive Market Strategies Fund Institutional | ||
| Old North State Trust, LLC | ||
| Astrantus Ltd | ||
| Cornerstone Advisors Inc | ||
| BGBKX - Baillie Gifford Multi Asset Fund Class K | ||
| Fairfield, Bush & Co. | ||
| Paloma Partners Management Co | ||
| Widmann Financial Services, Inc. | ||
| Fft Wealth Management Llc | ||
| Dynamic Technology Lab Private Ltd | ||
| Beck Bode, LLC | ||
| Strategic Blueprint, LLC | ||
| Liberty Wealth Management Llc | ||
| Robbins Farley Llc | ||
| LEQAX - LoCorr Dynamic Equity Fund Class A | ||
| Twinbeech Capital Lp | ||
| AMP Capital Investors Ltd | ||
| MMRFX - MassMutual Select T. Rowe Price Real Assets Fund Class I | ||
| Titus Wealth Management | ||
| Acorn Financial Advisory Services Inc /adv | ||
| Neo Ivy Capital Management | ||
| Meridian Wealth Partners, LLC | ||
| Pluribus Labs, LLC | ||
| RISN - Inspire Tactical Balanced ESG ETF | ||
| Column Capital Advisors, LLC | ||
| FLMFX - MUIRFIELD FUND Retail Class | ||
| Greystone Financial Group, LLC | ||
| Van Eck Associates Corp | ||
| Worldquant Millennium Advisors Llc | ||
| Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio | ||
| Connor, Clark & Lunn Investment Management Ltd. | ||
| Snowden Capital Advisors LLC | ||
| Y-Intercept (Hong Kong) Ltd | ||
| O'Neil Global Advisors, Inc. | ||
| Occudo Quantitative Strategies Lp | ||
| Rather & Kittrell, Inc. | ||
| Pensionfund DSM Netherlands | ||
| Csenge Advisory Group | ||
| Krs Capital Management, Llc | ||
| TQCCX - Touchstone Dividend Equity Fund Class C | ||
| Caxton Associates Lp | ||
| Cassia Capital Partners, LLC | ||
| Resources Investment Advisors, LLC. | ||
| Vigilant Capital Management, LLC | ||
| Zimmer Partners, LP | ||
| Kcm Investment Advisors Llc | ||
| Arlington Partners LLC | ||
| Mirabella Financial Services Llp | ||
| Cipher Capital LP | ||
| Paragon Wealth Strategies, LLC | ||
| Oppenheimer Asset Management Inc. | ||
| Teamwork Financial Advisors, LLC | ||
| NuWave Investment Management, LLC | ||
| Quantitative Investment Management, LLC | ||
| Lenox Wealth Advisors, LLC | ||
| QCELX - AQR Large Cap Multi-Style Fund Class I | ||
| Comerica Securities,inc. | ||
| Calamos Advisors LLC | ||
| Henrickson Nauta Wealth Advisors, Inc. | ||
| Optiver Holding B.V. | ||
| Agf Investments Inc. | ||
| Retirement Planning Co of New England, Inc. | ||
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | ||
| Salient Capital Advisors, LLC | ||
| NMIAX - Columbia Large Cap Enhanced Core Fund Class A | ||
| Autonomy Capital (Jersey) L.P. | ||
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class | ||
| PRAFX - T. Rowe Price Real Assets Fund, Inc. | ||
| Amplius Wealth Advisors, LLC | ||
| JMNAX - JPMorgan Research Market Neutral Fund Class A | ||
| Earnest Partners Llc | ||
| HDV - iShares Core High Dividend ETF | ||
| FNY Investment Advisers, LLC | ||
| Quantamental Technologies LLC | ||
| Signet Financial Management, Llc | ||
| SFE Investment Counsel | ||
| Aigen Investment Management, Lp | ||
| CIBC World Markets Inc. | ||
| Vontobel Holding Ltd. | ||
| CWM Advisors, LLC | ||
| Payden & Rygel | ||
| WASHINGTON TRUST Co | ||
| Pinnacle Bancorp, Inc. | ||
| Sessa Capital IM, L.P. | ||
| Horizon Investment Services, LLC | ||
| Barrett Asset Management, LLC | ||
| Wedbush Securities Inc | ||
| Pearl River Capital, LLC | ||
| MRGAX - MFS Core Equity Fund A | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| Jefferies Group LLC | ||
| Virtus ETF Advisers LLC | ||
| Bp Plc | ||
| PRNEX - T. Rowe Price New Era Fund, Inc. | ||
| Mystic Asset Management, Inc. | ||
| Gyon Technologies Capital Management, LP | ||
| Covington Capital Management | ||
| FIL Ltd | ||
| Braun-Bostich & Associates Inc. | ||
| Financial Engines Advisors L.L.C. | ||
| Castleview Partners, Llc | ||
| Advisor Resource Council | ||
| Canada Pension Plan Investment Board | ||
| Fsb Premier Wealth Management, Inc. | ||
| ERn Financial, LLC | ||
| MQS Management LLC | ||
| GFSYX - Strategic Alternatives Fund Institutional | ||
| Trust Co Of Toledo Na /oh/ |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Vanguard Group Inc | 22,740,591 | 126.75 | 23,028,699 | 132.21 |
| BlackRock Inc. | 18,153,210 | 16,466,165 | 132.21 | |
| Capital Research Global Investors | 16,663,882 | 126.75 | 17,821,764 | 132.21 |
| State Street Corp | 9,915,483 | 127.62 | 9,707,687 | 133.08 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 4,851,039 | 126.75 | 5,041,750 | 132.21 |
| Capital World Investors | 4,400,863 | 126.75 | 3,976,763 | 132.21 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 4,287,644 | 126.75 | 4,238,977 | 132.21 |
| Price T Rowe Associates Inc /md/ | 3,825,776 | 126.75 | 3,855,379 | 132.21 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 3,791,568 | 126.75 | 3,959,185 | 132.21 |
| Geode Capital Management, Llc | 3,744,120 | 126.52 | 3,644,516 | 131.88 |
| XLU - The Utilities Select Sector SPDR Fund | 3,035,689 | 126.75 | 2,747,604 | 132.21 |
| Ameriprise Financial Inc | 2,766,450 | 126.63 | 3,599,832 | 131.67 |
| Wellington Management Group Llp | 2,661,258 | 126.75 | 2,730,634 | 132.21 |
| Spdr S&p 500 Etf Trust | 2,090,397 | 126.75 | 2,102,367 | 132.21 |
| Invesco Ltd. | 2,071,004 | 126.75 | 2,206,947 | 132.21 |
| Franklin Resources Inc | 1,988,043 | 126.75 | 5,749,555 | 132.21 |
| Northern Trust Corp | 1,932,099 | 126.75 | 1,965,465 | 132.21 |
| Pictet Asset Management Sa | 1,881,496 | 126.75 | 1,698,475 | 132.21 |
| Boston Partners | 1,879,243 | 126.76 | 1,615,637 | 132.22 |
| VEIPX - Vanguard Equity Income Fund Investor Shares | 1,815,570 | 126.75 | 1,814,189 | 132.21 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| AMECX - INCOME FUND OF AMERICA Class A | 8,765,852 | 131.04 | 8,755,952 | 120.43 |
| CAIBX - CAPITAL INCOME BUILDER Class A | 5,899,350 | 131.04 | 5,618,800 | 120.43 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A | 2,999,798 | 132.71 | 2,999,798 | 121.59 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND Class A | 2,144,000 | 131.04 | 1,797,800 | 120.43 |
| FXAIX - Fidelity 500 Index Fund | 2,042,680 | 132.71 | 1,983,921 | 121.59 |
| DVY - iShares Select Dividend ETF | 1,745,461 | 131.04 | 1,651,018 | 120.43 |
| AMRMX - AMERICAN MUTUAL FUND Class A | 1,395,853 | 131.04 | 1,339,209 | 120.43 |
| VUIAX - Vanguard Utilities Index Fund Admiral Shares | 1,268,964 | 132.71 | 1,248,469 | 121.59 |
| LBSAX - Columbia Dividend Income Fund Class A | 1,226,812 | 132.71 | 1,225,540 | 121.59 |
| SPLV - Invesco S&P 500 Low Volatility ETF | 903,212 | 132.71 | 852,461 | 121.59 |
| PRUAX - PGIM Jennison Utility Fund Class A | 856,469 | 132.71 | 856,469 | 121.59 |
| MMUFX - MFS Utilities Fund A | 838,028 | 131.04 | 838,028 | 120.43 |
| VYM - Vanguard High Dividend Yield Index Fund ETF Shares | 756,744 | 131.04 | 755,331 | 120.43 |
| Reaves Utility Income Fund | 719,200 | 131.04 | 719,200 | 120.43 |
| RSP - Invesco S&P 500 Equal Weight ETF | 511,291 | 131.04 | 565,467 | 120.43 |
| FSMDX - Fidelity Mid Cap Index Fund | 473,618 | 131.04 | 434,644 | 120.43 |
| Dnp Select Income Fund Inc | 406,200 | 131.04 | 406,200 | 120.43 |
| DGRO - iShares Core Dividend Growth ETF | 379,357 | 131.04 | 393,011 | 120.43 |
| APG Asset Management N.V. | 362,162 | 121.24 | 281,788 | 118.82 |
| SWPPX - Schwab S&P 500 Index Fund | 351,055 | 131.04 | 342,531 | 120.43 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| GTTMX - Quantitative U.S. Total Market Equity Portfolio |
| QRPNX - AQR Alternative Risk Premia Fund Class N |
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|---|---|---|---|
| Simplex Trading, Llc | 7,800 | 11,000 | 3,200 | 243.75 |
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Walleye Trading LLC | 8,500 | 26,600 | 18,100 | 46.96 |
| Name |
|---|
| COGMX - AXS Market Neutral Fund Investor Class Shares |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| PEAK6 Investments LLC | 16,400 | 16,500 | 32,900 | -49.85 |
| Group One Trading, L.p. | 100 | 500 | 600 | -16.67 |
| Name |
|---|
| DFND - Siren DIVCON Dividend Defender ETF |
| Name | Shares | PPS |
|---|---|---|
| AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 | 32,874 | 126.76 |
| NORTHERN FUNDS - U.S. Quality ESG Fund Class I | 15,941 | 126.78 |
| FUNL - CornerCap Fundametrics Large-Cap ETF | 3,976 | 126.76 |
| AMOMX - AQR Large Cap Momentum Style Fund Class I | 2,034 | 126.84 |
| GPIGX - GuidePath(R) Growth and Income Fund | 1,618 | 126.70 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) | 939 | 126.73 |
| FSRLX - FS Chiron Real Asset Fund Class I | 160 | 125.00 |
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 4,851,039 | 126.75 | 5,041,750 | 132.21 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 4,287,644 | 126.75 | 4,238,977 | 132.21 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 3,791,568 | 126.75 | 3,959,185 | 132.21 |
| XLU - The Utilities Select Sector SPDR Fund | 3,035,689 | 126.75 | 2,747,604 | 132.21 |
| Spdr S&p 500 Etf Trust | 2,090,397 | 126.75 | 2,102,367 | 132.21 |
| VEIPX - Vanguard Equity Income Fund Investor Shares | 1,815,570 | 126.75 | 1,814,189 | 132.21 |
| IVV - iShares Core S&P 500 ETF | 1,698,669 | 126.75 | 1,698,033 | 132.21 |
| VMVIX - Vanguard Mid-Cap Value Index Fund Investor Shares | 1,451,555 | 126.75 | 1,464,423 | 132.21 |
| VINIX - Vanguard Institutional Index Fund Institutional Shares | 1,435,333 | 126.75 | 1,451,877 | 132.21 |
| VIVAX - Vanguard Value Index Fund Investor Shares | 1,426,860 | 126.75 | 1,447,172 | 132.21 |
| JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A | 1,347,067 | 126.75 | 1,177,283 | 132.21 |
| TRVLX - T. Rowe Price Value Fund, Inc. | 1,050,117 | 126.75 | 1,071,464 | 132.21 |
| VWINX - VANGUARD WELLESLEY INCOME FUND Investor Shares | 994,399 | 126.75 | 1,076,598 | 132.21 |
| TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 615,588 | 126.75 | 593,632 | 132.21 |
| IWD - iShares Russell 1000 Value ETF | 555,569 | 126.75 | 536,398 | 132.21 |
| IWR - iShares Russell Mid-Cap ETF | 538,141 | 126.75 | 537,398 | 132.21 |
| JEPI - JPMorgan Equity Premium Income ETF | 504,757 | 126.75 | 560,190 | 132.21 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 | 401,000 | 126.75 | 401,000 | 132.21 |
| IWS - iShares Russell Mid-Cap Value ETF | 398,379 | 126.75 | 396,946 | 132.21 |
| MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class | 325,802 | 126.75 | 331,092 | 132.21 |
| IVE - iShares S&P 500 Value ETF | 274,617 | 126.75 | 264,590 | 132.21 |
| JMIVX - Janus Henderson Mid Cap Value Fund Class L | 255,148 | 126.75 | 255,148 | 132.21 |
| CDC - VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 231,829 | 126.75 | 174,745 | 132.21 |
| ITOT - iShares Core S&P Total U.S. Stock Market ETF | 210,336 | 126.75 | 185,929 | 132.21 |
| JEPAX - JPMorgan Equity Premium Income Fund Class A | 177,330 | 126.75 | 200,391 | 132.21 |
| VLACX - Vanguard Large-Cap Index Fund Investor Shares | 175,413 | 126.75 | 181,080 | 132.21 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio | 167,102 | 126.75 | 164,816 | 132.21 |
| Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) | 165,674 | 126.75 | 156,452 | 132.21 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 | 145,717 | 126.75 | 145,717 | 132.21 |
| SPYV - SPDR(R) Portfolio S&P 500 Value ETF | 144,963 | 126.75 | 149,218 | 132.21 |
| IWB - iShares Russell 1000 ETF | 143,466 | 126.75 | 137,216 | 132.21 |
| PREIX - T. Rowe Price Equity Index 500 Fund | 139,149 | 126.75 | 154,607 | 132.21 |
| CBHAX - Victory Market Neutral Income Fund Class A | 135,426 | 126.75 | 81,187 | 132.21 |
| VBINX - Vanguard Balanced Index Fund Investor Shares | 126,680 | 126.75 | 134,280 | 132.21 |
| IUSV - iShares Core S&P U.S. Value ETF | 120,013 | 126.75 | 116,125 | 132.21 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio | 115,421 | 126.75 | 108,483 | 132.21 |
| VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 112,201 | 126.75 | 117,037 | 132.21 |
| BBVSX - Bridge Builder Small/Mid Cap Value Fund | 108,366 | 126.75 | 94,294 | 132.21 |
| IFRA - iShares U.S. Infrastructure ETF | 103,986 | 126.75 | 48,521 | 132.21 |
| EVUAX - Wells Fargo Utility and Telecommunications Fund Class A | 103,797 | 126.75 | 103,797 | 132.21 |
| BULIX - Utilities Fund Investor Class | 101,278 | 126.75 | 16,000 | 132.19 |
| QCEQRX - Equity Index Account Class R1 | 98,822 | 126.75 | 101,817 | 132.21 |
| TMFCX - Touchstone Mid Cap Value Fund Class C | 98,622 | 126.75 | 98,993 | 132.21 |
| Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) | 93,715 | 126.75 | 59,429 | 132.21 |
| AUENX - AQR Large Cap Defensive Style Fund Class N | 85,702 | 126.75 | 85,702 | 132.21 |
| SHFVX - ClearBridge All Cap Value Fund Class A | 85,000 | 126.75 | 85,000 | 132.21 |
| FGIAX - Nuveen Global Infrastructure Fund Class A | 84,467 | 126.75 | 11,172 | 132.21 |
| VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 80,769 | 126.74 | 80,571 | 132.21 |
| SPLG - SPDR(R) Portfolio Large Cap ETF | 76,476 | 126.75 | 73,095 | 132.21 |
| VSEQX - Vanguard Strategic Equity Fund Investor Shares | 66,936 | 126.75 | 20,187 | 132.21 |
| FMGIX - Frontier MFG Core Infrastructure Fund Institutional Class | 65,301 | 126.75 | 77,216 | 132.21 |
| NOSIX - Northern Stock Index Fund | 63,338 | 126.75 | 61,387 | 132.21 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) | 62,669 | 126.75 | 62,669 | 132.20 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio | 61,396 | 126.75 | 65,296 | 132.21 |
| XAOKX - Index 500 Portfolio Initial Class | 60,642 | 126.74 | 61,157 | 132.22 |
| LVHD - Legg Mason Low Volatility High Dividend ETF | 58,966 | 126.75 | 69,156 | 132.21 |
| EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB | 56,635 | 126.74 | 56,781 | 132.21 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 | 55,167 | 126.74 | 62,625 | 132.22 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 | 52,656 | 126.75 | 52,034 | 132.20 |
| IWV - iShares Russell 3000 ETF | 51,453 | 126.76 | 51,621 | 132.21 |
| SVTAX - Simt Global Managed Volatility Fund Class F | 51,056 | 126.74 | 3,897 | 132.15 |
| QCSTRX - Stock Account Class R1 | 49,002 | 126.75 | 46,542 | 132.20 |
| USSPX - 500 Index Fund -Member Shares | 48,455 | 126.76 | 48,530 | 132.21 |
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I | 48,436 | 126.74 | 43,074 | 132.21 |
| ONEY - SPDR Russell 1000 Yield Focus ETF | 47,938 | 126.75 | 27,919 | 132.20 |
| MXMVX - Great-West Mid Cap Value Fund Investor Class | 45,640 | 126.75 | 15,270 | 132.22 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio | 45,520 | 126.76 | 45,520 | 132.21 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio | 44,858 | 126.76 | 44,617 | 132.21 |
| JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) | 44,475 | 126.75 | 27,540 | 132.21 |
| HLEIX - JPMorgan Equity Index Fund Class I | 43,735 | 126.74 | 40,576 | 132.22 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA | 42,691 | 126.75 | 42,589 | 132.22 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB | 42,688 | 126.76 | 44,432 | 132.20 |
| MMLRX - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I | 42,301 | 126.76 | 45,836 | 132.21 |
| DLN - WisdomTree U.S. LargeCap Dividend Fund N/A | 42,111 | 126.76 | 39,185 | 132.22 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A | 40,380 | 126.75 | 41,138 | 132.21 |
| JFIVX - 500 Index Trust NAV | 39,381 | 126.76 | 39,381 | 132.22 |
| TMMAX - SIMT Tax-Managed Managed Volatility Fund Class F | 38,099 | 126.75 | 38,099 | 132.21 |
| SSEYX - State Street Equity 500 Index II Portfolio | 37,445 | 126.75 | 35,545 | 132.20 |
| CDL - VictoryShares US Large Cap High Div Volatility Wtd ETF | 34,529 | 126.76 | 31,713 | 132.22 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA | 30,400 | 126.74 | 34,400 | 132.21 |
| SVOAX - Simt Us Managed Volatility Fund Class F | 29,400 | 126.73 | 29,400 | 132.21 |
| SPTM - SPDR(R) Portfolio Total Stock Market ETF | 28,241 | 126.77 | 28,098 | 132.22 |
| CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF | 26,977 | 126.74 | 26,806 | 132.21 |
| DHS - WisdomTree U.S. High Dividend Fund N/A | 26,870 | 126.76 | 22,852 | 132.20 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA | 26,823 | 126.76 | 26,568 | 132.23 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio | 25,975 | 126.74 | 25,975 | 132.20 |
| ONEV - SPDR Russell 1000 Low Volatility Focus ETF | 25,717 | 126.76 | 16,936 | 132.20 |
| FIMVX - Fidelity Mid Cap Value Index Fund | 25,704 | 126.75 | 28,833 | 132.21 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) | 25,252 | 126.76 | 26,647 | 132.21 |
| JXI - iShares Global Utilities ETF | 23,006 | 126.75 | 21,260 | 132.22 |
| QCSCRX - Social Choice Account Class R1 | 21,990 | 126.74 | 21,990 | 132.20 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I | 21,946 | 126.77 | 21,946 | 132.19 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV | 21,685 | 126.77 | 22,593 | 132.21 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA | 21,673 | 126.75 | 22,438 | 132.23 |
| MXVIX - Great-West S&P 500 Index Fund Investor Class | 21,287 | 126.74 | 19,849 | 132.20 |
| MAIMX - Victory Integrity Mid-Cap Value Fund Class A | 20,591 | 126.75 | 18,572 | 132.19 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. | 20,555 | 126.73 | 21,530 | 132.19 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares | 20,217 | 126.77 | 20,187 | 132.21 |
| TPHD - Timothy Plan High Dividend Stock ETF | 20,162 | 126.77 | 16,552 | 132.19 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) | 18,600 | 126.77 | 23,500 | 132.21 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class | 17,766 | 126.76 | 17,881 | 132.21 |
| VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares | 17,175 | 126.75 | 17,175 | 132.23 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio | 17,052 | 126.73 | 17,052 | 132.18 |
| Gabelli Utility Trust | 16,800 | 126.73 | 16,800 | 132.20 |
| GAUAX - The Gabelli Utilities Fund Class A | 16,700 | 126.77 | 17,200 | 132.21 |
| GEQYX - EQUITY INDEX FUND Institutional | 16,224 | 126.73 | 16,224 | 132.21 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares | 16,208 | 126.73 | 16,208 | 132.22 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio | 16,196 | 126.76 | 16,196 | 132.19 |
| CFA - VictoryShares US 500 Volatility Wtd ETF | 16,141 | 126.76 | 16,602 | 132.21 |
| HCEGX - The Growth Equity Portfolio HC Strategic Shares | 15,797 | 126.73 | 15,797 | 132.24 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 | 15,489 | 126.74 | 15,484 | 132.20 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 | 15,289 | 126.76 | 14,852 | 132.24 |
| MIEAX - MM S&P 500 Index Fund Class R4 | 14,751 | 126.77 | 16,462 | 132.18 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K | 14,408 | 126.74 | 14,992 | 132.20 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A | 14,334 | 126.76 | 14,720 | 132.20 |
| JAMVX - Janus Henderson Mid Cap Value Portfolio Service Shares | 12,511 | 126.77 | 12,511 | 132.20 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B | 12,214 | 126.74 | 11,024 | 132.17 |
| CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund | 11,774 | 126.72 | 12,946 | 132.24 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I | 11,717 | 126.74 | 11,531 | 132.25 |
| DTD - WisdomTree U.S. Total Dividend Fund N/A | 11,640 | 126.72 | 11,112 | 132.20 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 | 10,306 | 126.72 | 10,675 | 132.18 |
| BDO Wealth Advisors, LLC | 9,585 | 126.76 | 9,384 | 132.25 |
| Nuveen Multi-Asset Income Fund | 9,458 | 126.77 | 1,237 | 132.58 |
| WEQCX - Teton Westwood Equity Fund Class C | 9,238 | 126.76 | 9,238 | 132.17 |
| HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares | 9,212 | 126.79 | 9,294 | 132.24 |
| BBVLX - Bridge Builder Large Cap Value Fund | 9,188 | 126.80 | 8,707 | 132.19 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio | 9,005 | 126.71 | 9,316 | 132.25 |
| MML Series Investment Fund II - MML Equity Fund Initial Class | 9,000 | 126.78 | 8,955 | 132.22 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 | 8,980 | 126.73 | 8,811 | 132.22 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P | 8,930 | 126.76 | 8,696 | 132.24 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio | 8,264 | 126.69 | 8,264 | 132.26 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A | 8,222 | 126.73 | 8,194 | 132.17 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P | 8,069 | 126.78 | 8,348 | 132.25 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio | 8,028 | 126.81 | 5,643 | 132.20 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I | 7,982 | 126.79 | 8,113 | 132.26 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA | 7,961 | 126.74 | 7,587 | 132.20 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I | 7,882 | 126.74 | 7,882 | 132.20 |
| TPLC - Timothy Plan US Large Cap Core ETF | 7,517 | 126.78 | 6,874 | 132.24 |
| SPYX - SPDR S&P 500 Fossil Fuel Reserves Free ETF | 7,442 | 126.71 | 7,370 | 132.16 |
| SWP1Z - Schwab S&P 500 Index Portfolio | 7,092 | 126.76 | 7,322 | 132.20 |
| ONEO - SPDR Russell 1000 Momentum Focus ETF | 7,077 | 126.75 | 4,664 | 132.29 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I | 6,966 | 126.76 | 6,069 | 132.15 |
| TPHE - Timothy Plan High Dividend Stock Enhanced ETF | 6,895 | 126.76 | 6,109 | 132.26 |
| VQNPX - Vanguard Growth and Income Fund Investor Shares | 6,800 | 126.76 | 8,700 | 132.18 |
| USMF - WisdomTree U.S. Multifactor Fund N/A | 6,773 | 126.68 | 5,958 | 132.26 |
| Profunds - Profund Vp Utilities | 6,745 | 126.76 | 6,206 | 132.13 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA | 6,426 | 126.67 | 6,173 | 132.19 |
| Securian Funds Trust - SFT T. Rowe Price Value Fund | 6,378 | 126.69 | 6,431 | 132.17 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) | 6,293 | 126.81 | 6,293 | 132.21 |
| PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares | 6,286 | 126.79 | 7,586 | 132.22 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio | 6,078 | 126.69 | 6,130 | 132.14 |
| PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares | 5,902 | 126.74 | 7,202 | 132.19 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 | 5,747 | 126.67 | 5,747 | 132.24 |
| SAMT - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 5,729 | 126.72 | 1,259 | 131.85 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity | 5,388 | 126.76 | 5,482 | 132.25 |
| SLGFX - SIMT Large Cap Index Fund Class F | 5,313 | 126.67 | 5,013 | 132.26 |
| SFAAX - Wells Fargo Index Asset Allocation Fund Class A | 5,134 | 126.80 | 5,181 | 132.21 |
| RYUIX - Utilities Fund Investor Class | 4,897 | 126.81 | 10,999 | 132.19 |
| SSPIX - SIMT S&P 500 Index Fund Class F | 4,845 | 126.73 | 4,945 | 132.25 |
| CUSUX - Six Circles U.S. Unconstrained Equity Fund | 4,348 | 126.72 | 9,096 | 132.26 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B | 4,253 | 126.73 | 4,535 | 132.30 |
| MVIAX - Praxis Value Index Fund Class A | 4,170 | 126.86 | 4,170 | 132.13 |
| POMIX - T. Rowe Price Total Equity Market Index Fund | 4,083 | 126.87 | 4,083 | 132.26 |
| EPS - WisdomTree U.S. LargeCap Fund N/A | 4,047 | 126.76 | 3,921 | 132.11 |
| MLUAX - MassMutual Select Mid-Cap Value Fund Class A | 4,013 | 126.84 | 1,894 | 132.00 |
| PSIAX - PGIM QMA STOCK INDEX FUND Class A | 3,987 | 126.66 | 4,387 | 132.21 |
| SDYAX - SIMT Dynamic Asset Allocation Fund Class F | 3,708 | 126.75 | 3,708 | 132.15 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB | 3,687 | 126.66 | 3,858 | 132.19 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A | 3,668 | 126.77 | 3,668 | 132.22 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I | 3,611 | 126.83 | 3,688 | 132.32 |
| TLSTX - Stock Index Fund | 3,346 | 126.72 | 3,346 | 132.10 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund | 3,247 | 126.89 | 3,247 | 132.12 |
| JETSX - Total Stock Market Index Trust NAV | 3,240 | 126.85 | 3,307 | 132.14 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares | 3,111 | 126.65 | 4,007 | 132.27 |
| RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity | 2,659 | 126.74 | 3,588 | 132.11 |
| WEBCX - Teton Westwood Balanced Fund Class A | 2,637 | 126.66 | 2,535 | 132.15 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service | 2,620 | 126.72 | 2,620 | 132.06 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class | 2,575 | 126.60 | 2,414 | 132.15 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA | 2,540 | 126.77 | 2,645 | 132.33 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) | 2,516 | 126.79 | 2,243 | 132.41 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 | 2,458 | 126.93 | 2,584 | 132.35 |
| GMLGX - GuideMark(R) Large Cap Core Fund Service Shares | 2,358 | 126.80 | 1,880 | 132.45 |
| QWVPX - Clearwater Core Equity Fund | 2,300 | 126.96 | 2,300 | 132.17 |
| SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F | 2,233 | 126.74 | 2,233 | 132.11 |
| SAAAX - SIMT MULTI-ASSET ACCUMULATION FUND Class F | 2,191 | 126.88 | 2,191 | 132.36 |
| AAHYX - Thrivent Diversified Income Plus Fund Class A | 2,187 | 126.66 | 3,549 | 132.15 |
| QUS - SPDR MSCI USA StrategicFactors ETF | 2,139 | 126.69 | 3,402 | 132.28 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A | 2,046 | 126.59 | 2,032 | 132.38 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 | 2,019 | 126.80 | 2,019 | 132.24 |
| SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 1,984 | 126.51 | 2,384 | 132.13 |
| SEMCX - Simt Mid Cap Fund Class F | 1,949 | 126.73 | 1,949 | 132.38 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund | 1,902 | 126.71 | 1,902 | 131.97 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB | 1,864 | 126.61 | 1,851 | 132.36 |
| VLU - SPDR S&P 1500 Value Tilt ETF | 1,815 | 126.72 | 2,013 | 132.14 |
| PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares | 1,792 | 126.67 | 2,092 | 132.41 |
| RMEAX - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares | 1,766 | 126.84 | 1,766 | 131.94 |
| SBSPX - QS S&P 500 Index Fund Class A | 1,715 | 126.53 | 1,836 | 132.35 |
| JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) | 1,649 | 126.74 | 1,352 | 132.40 |
| CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A | 1,641 | 126.75 | 1,722 | 132.40 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund | 1,570 | 126.75 | 1,570 | 132.48 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB | 1,564 | 126.60 | 1,564 | 132.35 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) | 1,544 | 126.94 | 1,464 | 132.51 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 1,496 | 127.01 | 2,496 | 132.21 |
| FLSP - Franklin Liberty Systematic Style Premia ETF | 1,357 | 126.75 | 787 | 132.15 |
| MUXAX - Victory S&P 500 Index Fund Class A | 1,345 | 126.39 | 1,393 | 132.09 |
| RYZAX - S&P 500 Pure Value Fund Class H | 1,329 | 126.41 | 4,349 | 132.21 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) | 1,318 | 126.71 | 1,318 | 132.02 |
| SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I | 1,303 | 126.63 | 1,303 | 132.00 |
| DEW - WisdomTree Global High Dividend Fund N/A | 1,173 | 127.02 | 1,007 | 132.08 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB | 1,172 | 127.13 | 1,163 | 132.42 |
| FORTX - Abraham Fortress Fund Class I | 1,158 | 126.94 | 1,158 | 132.12 |
| T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio | 1,085 | 127.19 | 1,053 | 132.00 |
| RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity | 1,082 | 126.62 | 1,144 | 131.99 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 | 1,077 | 127.21 | 1,039 | 131.86 |
| HCVEX - The Value Equity Portfolio HC Strategic Shares | 1,043 | 126.56 | 1,043 | 132.31 |
| Gabelli Global Utility & Income Trust | 1,000 | 127.00 | 1,000 | 132.00 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB | 982 | 126.27 | 972 | 132.72 |
| SSSPX - State Street S&P 500 Index V.I.S. Fund Class 1 Shares | 902 | 126.39 | 999 | 132.13 |
| NCGFX - New Covenant Growth Fund | 876 | 126.71 | 124 | 129.03 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 | 846 | 126.48 | 1,034 | 132.50 |
| QCGLRX - Global Equities Account Class R1 | 815 | 126.38 | 1,102 | 132.49 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio | 790 | 126.58 | 790 | 131.65 |
| TPLE - Timothy Plan US Large/Mid Cap Core Enhanced ETF | 775 | 126.45 | 2,929 | 132.13 |
| MMBDX - MassMutual Premier Balanced Fund Class A | 749 | 126.84 | 832 | 132.21 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 693 | 126.98 | 1,126 | 132.33 |
| RYTTX - S&P 500 2x Strategy Fund A | 647 | 126.74 | 1,008 | 131.94 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class | 631 | 126.78 | 631 | 131.54 |
| John Hancock Hedged Equity & Income Fund | 608 | 126.64 | 608 | 131.58 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A | 553 | 126.58 | 572 | 132.87 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares | 519 | 127.17 | 637 | 131.87 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB | 503 | 127.24 | 503 | 133.20 |
| HCESX - The ESG Growth Portfolio HC Strategic Shares | 490 | 126.53 | 490 | 132.65 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I | 473 | 126.85 | 482 | 132.78 |
| RYSOX - S&P 500 Fund Class A | 457 | 126.91 | 767 | 131.68 |
| MMTM - SPDR S&P 1500 Momentum Tilt ETF | 422 | 125.59 | 279 | 132.62 |
| MBAAX - Global Strategist Portfolio Class A Shares | 361 | 127.42 | 440 | 131.82 |
| ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund | 356 | 126.40 | 389 | 131.11 |
| Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF | 339 | 126.84 | 334 | 131.74 |
| GAFAX - ASG Global Alternatives Fund Class A | 336 | 127.98 | 336 | 130.95 |
| JDVSX - JPMorgan Diversified Fund Class I | 328 | 128.05 | 289 | 131.49 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial | 324 | 126.54 | 669 | 131.54 |
| SIOAX - SIMT MULTI-ASSET INCOME FUND Class F | 318 | 125.79 | 337 | 133.53 |
| TQGEX - T. Rowe Price QM Global Equity Fund | 293 | 126.28 | 460 | 132.61 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB | 276 | 126.81 | 276 | 130.43 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 269 | 126.39 | 470 | 131.91 |
| TLCHX - Social Choice Equity Fund | 253 | 126.48 | 253 | 130.43 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 | 235 | 127.66 | 239 | 133.89 |
| RYNVX - Nova Fund Investor Class | 232 | 125.00 | 1,729 | 132.45 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB | 204 | 127.45 | 185 | 129.73 |
| LSEIX - Persimmon Long/Short Fund Class I Shares | 204 | 127.45 | 204 | 132.35 |
| Profunds - Profund Vp Bull | 190 | 126.32 | 184 | 130.43 |
| RNLC - Large Cap US Equity Select ETF | 185 | 124.32 | 189 | 132.28 |
| Profunds - Profund Vp Large-cap Value | 176 | 125.00 | 245 | 130.61 |
| QWLD - SPDR MSCI World StrategicFactors ETF | 163 | 128.83 | 163 | 134.97 |
| RNDV - US Equity Dividend Select ETF | 152 | 125.00 | 157 | 133.76 |
| T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio | 137 | 124.09 | 141 | 134.75 |
| TMLDX - Thrivent Multidimensional Income Fund Class S | 127 | 125.98 | 192 | 130.21 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A | 115 | 130.43 | 178 | 134.83 |
| HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares | 100 | 130.00 | 125 | 136.00 |
| MIMPX - Global Strategist Portfolio Class I | 77 | 129.87 | 92 | 130.43 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity | 55 | 127.27 | 178 | 134.83 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity | 46 | 130.43 | 214 | 130.84 |
| Profunds - Profund Vp Ultrabull | 43 | 116.28 | 49 | 122.45 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Columbia Asset Management | 19,924 | 126.73 | 19,293 | 119.53 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) | 6,221 | 126.83 | 7,020 | 111.68 |
| DHIVX - Centre Global Infrastructure Fund Investor Class | 1,603 | 126.64 | 0 | |
| INDEX - S&P 500(R) Equal Weight No Load Shares | 1,430 | 126.57 | 1,721 | 119.70 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II | 1,155 | 126.41 | 420 | 111.90 |
| MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 239 | 125.52 | 0 | |
| First Command Bank | 85 | 129.41 | 0 | |
| First Command Financial Services, Inc. | 85 | 129.41 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| QRPNX - AQR Alternative Risk Premia Fund Class N |
| 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 |
|---|
| DFND - Siren DIVCON Dividend Defender ETF |