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 750 108.00 114.44 111.09
Previous Quarter 755 302.00 114.63 111.40

Institutional Ownership Counts

The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.

Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Current Quarter 524 649 113 13 49 61
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 4 2 0 2 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 1 1 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 1 1 0 0 0 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 3,081,829 0.53 117.49 23,628,663 4.07 114.21
Previous Quarter 4,129,914 0.71 118.71 3,479,601 0.60 127.43

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
Wellington Management Group Llp 25,674,202 114.44
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 18,252,457 114.44
XLE - The Energy Select Sector SPDR Fund 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 12,863,939 114.44
Ameriprise Financial Inc 10,639,576 114.36
Royal Bank Of Canada 10,617,815 114.44
Harris Associates L P 8,623,978 114.44
Wells Fargo & Company/mn 4,871,261 114.44
Amundi 4,255,188 114.70
AMECX - INCOME FUND OF AMERICA Class A 3,831,535 119.47
QCSTRX - Stock Account Class R1 3,387,952 114.44
AMCPX - AMCAP FUND Class A 3,157,840 107.29
Goldman Sachs Group Inc 3,101,499 114.44
QCGRRX - Growth Account Class R1 2,594,278 114.44
COWZ - Pacer US Cash Cows 100 ETF 2,285,388 119.47
FCNTX - Fidelity Contrafund 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 2,220,019 114.44
FRDAX - Franklin Rising Dividends Fund Advisor Class 2,066,712 114.44
FALCX - Strategic Advisers Large 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 1,775,073 107.29
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 1,666,059 114.44
WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class 1,643,300 114.44
VPMCX - Vanguard PRIMECAP 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 1,595,600 114.44

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
Capital International Investors 15,712,678 114.61
Charles Schwab Investment Management Inc 12,239,544 114.63
SCHD - Schwab U.S. Dividend Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management 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 9,753,001 113.02
Morgan Stanley 7,613,443 114.63
AMRMX - AMERICAN MUTUAL FUND Class A 6,879,312 132.25
Northern Trust Corp 6,527,815 114.63
FXAIX - Fidelity 500 Index 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 6,439,286 113.02
Alliancebernstein L.p. 5,309,678 114.63
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A This fund is a listed as child fund of Capital World Investors 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 4,383,090 113.02
UBS Group AG 3,749,800 114.63
CAIBX - CAPITAL INCOME BUILDER Class A 3,559,192 132.25
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,383,200 114.62
Findlay Park Partners LLP 3,114,623 114.63
American Century Companies Inc 2,740,749 114.62
Principal Financial Group Inc 2,671,562 114.63
OAKMX - Oakmark Fund Investor Class 2,656,563 114.63
VYM - Vanguard High Dividend Yield Index Fund 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 2,577,332 132.25
Swiss National Bank 2,331,100 114.63
FALCX - Strategic Advisers Large 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 1,794,479 113.02
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A This fund is a listed as child fund of Capital World Investors 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 1,779,122 114.63

 

Recent Quarter Analysis

Name Shares PPS
Wellington Management Group Llp 25,674,202 114.44
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 18,252,457 114.44
XLE - The Energy Select Sector SPDR Fund 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 12,863,939 114.44
Ameriprise Financial Inc 10,639,576 114.36
Royal Bank Of Canada 10,617,815 114.44
Harris Associates L P 8,623,978 114.44
Wells Fargo & Company/mn 4,871,261 114.44
Amundi 4,255,188 114.70
QCSTRX - Stock Account Class R1 3,387,952 114.44
AMCPX - AMCAP FUND Class A 3,157,840 107.29
Goldman Sachs Group Inc 3,101,499 114.44
QCGRRX - Growth Account Class R1 2,594,278 114.44
COWZ - Pacer US Cash Cows 100 ETF 2,285,388 119.47
FCNTX - Fidelity Contrafund 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 2,220,019 114.44
FRDAX - Franklin Rising Dividends Fund Advisor Class 2,066,712 114.44
WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class 1,643,300 114.44
VPMCX - Vanguard PRIMECAP 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 1,595,600 114.44
VWELX - VANGUARD WELLINGTON 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 1,590,898 107.29
VGENX - Vanguard Energy 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 1,299,496 119.47
Rhumbline Advisers 1,234,877 114.44
Name Shares PPS
Capital International Investors 15,712,678 114.61
Charles Schwab Investment Management Inc 12,239,544 114.63
SCHD - Schwab U.S. Dividend Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management 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 9,753,001 113.02
Morgan Stanley 7,613,443 114.63
AMRMX - AMERICAN MUTUAL FUND Class A 6,879,312 132.25
Northern Trust Corp 6,527,815 114.63
FXAIX - Fidelity 500 Index 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 6,439,286 113.02
Alliancebernstein L.p. 5,309,678 114.63
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A This fund is a listed as child fund of Capital World Investors 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 4,383,090 113.02
UBS Group AG 3,749,800 114.63
CAIBX - CAPITAL INCOME BUILDER Class A 3,559,192 132.25
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,383,200 114.62
Findlay Park Partners LLP 3,114,623 114.63
American Century Companies Inc 2,740,749 114.62
Principal Financial Group Inc 2,671,562 114.63
OAKMX - Oakmark Fund Investor Class 2,656,563 114.63
VYM - Vanguard High Dividend Yield Index Fund 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 2,577,332 132.25
Swiss National Bank 2,331,100 114.63
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A This fund is a listed as child fund of Capital World Investors 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 1,779,122 114.63
FBGRX - Fidelity Blue Chip Growth 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 1,685,971 132.25
OAKLX - Oakmark Select Fund Investor Class 1,492,637 114.63
Deutsche Bank Ag\ 1,442,861 114.63
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1,423,439 114.63
Mercer Global Advisors Inc /adv 1,101,045 0.11
New York State Common Retirement Fund 1,000,582 0.11
FSKAX - Fidelity Total Market Index 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 993,096 113.02
IVW - iShares S&P 500 Growth 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 968,092 114.63
Millennium Management Llc 915,900 0.11
LCCAX - Columbia Contrarian Core Fund Class A 804,189 113.02
FCFMX - Fidelity Series Total Market Index 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 753,735 113.02
TIGRX - TIAA-CREF Growth & Income Fund Institutional Class 672,965 132.25
DAVENPORT & Co LLC 667,839 114.38
FLCNX - Fidelity Contrafund K6 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 647,997 114.63
OAKBX - Oakmark Equity and Income Fund Investor Class 618,500 114.63
Westwood Holdings Group Inc 601,658 0.11
ITOT - iShares Core S&P Total U.S. Stock Market 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 598,264 114.63
Stifel Financial Corp 583,352 114.63
RSP - Invesco S&P 500 Equal Weight 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 568,127 132.25
Macquarie Group Ltd 567,213 114.63
Douglas Lane & Associates, LLC 546,631 114.63
Renaissance Technologies Llc 527,656 0.11
NUGO - Nuveen Growth Opportunities ETF This fund is a listed as child fund of Nuveen Asset Management, 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 483,866 132.25
Evercore Wealth Management, LLC 466,604 114.63
FISEX - Franklin Equity Income Fund Class A 438,500 132.25
IWD - iShares Russell 1000 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 432,556 114.63
IXC - iShares Global Energy 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 404,490 114.63
Fenimore Asset Management Inc 397,496 114.63
Grantham, Mayo, Van Otterloo & Co. LLC 386,259 114.63
Rothschild Asset Management Inc 379,322 129.52
FXN - First Trust Energy AlphaDEX Fund This fund is a listed as child fund of First Trust 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 378,020 132.25
IUSG - iShares Core S&P U.S. Growth 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 373,426 114.63
FCGSX - Fidelity Series Growth Company 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 339,800 113.02
CBLAX - Columbia Balanced Fund Class A 335,255 113.02
Oregon Public Employees Retirement Fund 324,594 114.63
VRGWX - Vanguard Russell 1000 Growth Index Fund Institutional 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 311,381 113.02
Empire Life Investments Inc. 310,460 0.12
CI Private Wealth, LLC 306,547 114.63
Woodley Farra Manion Portfolio Management Inc 303,421 114.63
FNIAX - Fidelity Advisor New Insights Fund Class A 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 301,916 114.63
Nan Shan Life Insurance Co., Ltd. 291,635 114.63
DLCFX - Destinations Large Cap Equity Fund Class I 279,201 113.02
Intech Investment Management Llc 260,828 114.63
FSPGX - Fidelity Large Cap Growth Index 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 259,738 132.25
Td Asset Management Inc 259,214 114.63
Rheos Capital Works Inc. 232,000 0.12
VOOG - Vanguard S&P 500 Growth Index Fund 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 226,809 113.02
Northside Capital Management, LLC 226,251 114.63
Royal London Asset Management Ltd 217,258 114.63
Artemis Investment Management LLP 217,235 114.38
Loomis Sayles & Co L P 212,846 0.11
JAWWX - Janus Henderson Global Research Fund Class T 205,646 114.63
OALVX - Optimum Large Cap Value Fund Class A 204,353 114.63
Congress Asset Management Co /ma 196,250 114.63
Vontobel Holding Ltd. 193,095 114.63
ACWI - iShares MSCI ACWI 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 191,627 132.25
St. James Investment Company, LLC 185,639 114.63
Mirae Asset Global Investments Co., Ltd. 183,385 114.63
Bridges Investment Management Inc 177,456 114.63
Kovitz Investment Group Partners, LLC 176,759 0.11
MetLife Investment Management, LLC 168,607 114.63
Campbell Newman Asset Management Inc 167,518 114.63
FANAX - Fidelity Advisor Energy Fund Class A 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 161,886 132.25
Amalgamated Bank 161,512 0.12
JHTRX - JPMorgan Hedged Equity 3 Fund Class R6 154,720 114.63
Gratus Capital LLC 152,460 114.63
Illinois Municipal Retirement Fund 148,420 0.11
Papp L Roy & Associates 141,493 114.63
Blackrock Energy & Resources Trust 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 137,629 114.63
Jnl Series Trust - Jnl/s&p 4 Fund (a) 135,713 114.63
Blair William & Co/il 133,639 114.63
Galvin, Gaustad & Stein, LLC 132,026 114.63
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 126,600 114.63
Eaton Vance Tax-managed Diversified Equity Income Fund 125,315 132.25
Cubist Systematic Strategies, LLC 122,193 114.63
Proficio Capital Partners LLC 118,155 1.00
PRDAX - Diversified Real Asset Fund Class A 117,037 113.02
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 113,483 132.25
IEVAX - Columbia Global Equity Value Fund Class A 110,317 113.02
Grimes & Company, Inc. 108,627 114.63
VADCX - Invesco Equally-weighted S&p 500 Fund Class C 104,571 113.02
SPGIX - Simt Large Cap Growth Fund Class I 101,428 114.63
Capital International Inc /ca/ 101,018 114.63
DHS - WisdomTree U.S. High Dividend Fund N/A 97,745 111.73
FNILX - Fidelity ZERO Large Cap Index 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 95,966 132.26
Marble Harbor Investment Counsel, LLC 95,677 114.63
SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management 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 94,978 132.25
Armor Advisors, L.l.c. 94,000 114.63
DFUS - Dimensional U.S. Equity ETF 93,682 132.25
Whittier Trust Co Of Nevada Inc 92,814 114.63
SPTM - SPDR(R) Portfolio Total Stock Market 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 90,913 114.63
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 89,600 114.63
TORYX - The Torray Fund Torray Fund 85,958 111.73
BancorpSouth Bank 83,142 114.64
Tri-continental Corp 80,000 114.62
BBVSX - Bridge Builder Small/Mid Cap Value Fund 78,100 111.73
First American Trust, Fsb 77,236 0.12
DRDAX - Dearborn Partners Rising Dividend Fund - Class A Shares 77,230 113.03
AWAAX - AB Wealth Appreciation Strategy Class A 74,939 113.03
Pittenger & Anderson Inc 74,129 114.62
AADEX - American Beacon Large Cap Value Fund Institutional Class 72,277 132.26
JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I 70,239 114.62
PACIFIC SELECT FUND - Equity Index Portfolio Class I 67,853 114.63
GUSH - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares 66,234 132.24
TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 66,000 132.24
MXVIX - Great-West S&P 500 Index Fund Investor Class 60,881 114.63
BRYN MAWR TRUST Co 58,367 0.12
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 56,614 114.64
PACIFIC SELECT FUND - Growth Portfolio Class I 56,496 114.63
RPG Investment Advisory, LLC 53,072 114.64
NEFZX - Loomis Sayles Strategic Income Fund Class A 51,935 114.62
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB 51,913 114.63
JPGSX - JPMorgan Intrepid Growth Fund Class I 50,084 114.63
Busey Wealth Management 49,808 114.64
Thrivent Financial For Lutherans 49,561 0.12
ATWAX - AB Tax-Managed Wealth Appreciation Strategy Class A 49,061 113.02
Petredis Investment Advisors Llc 48,674 114.64
Portman Square Capital LLP 46,300 114.62
Cqs (us), Llc 46,100 114.62
Montrusco Bolton Investments Inc. 45,175 114.62
FIOOX - Fidelity Series Large Cap Value Index 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 45,017 132.24
Heritage Investors Management Corp 44,522 0.11
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 43,852 114.64
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 42,310 113.02
Cetera Advisor Networks LLC 42,255 114.64
Hgk Asset Management Inc 42,036 0.12
Point72 Asset Management, L.P. 42,000 114.62
NBSSX - Neuberger Berman Focus Fund Investor Class 41,427 113.02
Principal Street Partners, LLC 40,698 114.62
GAOAX - JPMorgan Global Allocation Fund Class A 40,395 132.24
Hallmark Capital Management Inc 40,311 114.63
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 39,605 114.63
ULTRA SERIES FUND - Large Cap Value Fund Class I 39,000 114.64
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 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 38,545 132.26
Louisiana State Employees Retirement System 38,200 114.63
Mackenzie Financial Corp 37,901 114.64
CGGR - Capital Group Growth ETF Share Class 37,589 113.01
UGOFX - Global Managed Volatility Fund Institutional Shares 37,261 114.62
Westover Capital Advisors, LLC 37,004 114.64
Weiss Strategic Interval Fund 36,454 111.73
ILVFX - Columbia Integrated Large Cap Value Fund Institutional Class 36,359 113.01
SPIAX - Invesco S&p 500 Index Fund Class A 36,092 113.02
Engineers Gate Manager LP 35,326 114.62
Benjamin F. Edwards & Company, Inc. 35,315 0.11
Mml Investors Services, Llc 34,488 0.12
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 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 34,464 114.64
Covington Capital Management 34,247 111.72
Dean Investment Associates, Llc 33,389 114.62
Endurance Wealth Management, Inc. 33,275 0.12
DIG - ProShares Ultra Oil & Gas 33,236 113.01
NWAPX - Nationwide Mellon Disciplined Value Fund Eagle Class 31,444 132.24
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 30,880 114.64
Old Second National Bank Of Aurora 30,416 114.64
L & S Advisors Inc 29,365 114.63
PCRSX - LargeCap Growth Fund I R-1 29,247 132.25
Iowa State Bank 29,206 114.63
Reliant Investment Management, LLC 29,146 114.63
Lido Advisors, LLC 28,466 114.63
TCG Advisory Services, LLC 28,121 114.61
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 26,933 114.62
Meiji Yasuda Life Insurance Co 26,653 0.11
EALCX - Eaton Vance Growth Fund Class A 25,953 114.63
Equitable Trust Co 25,773 114.62
Goelzer Investment Management, Inc. 25,655 114.64
Maven Securities LTD 25,600 114.65
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 25,412 114.63
NovaPoint Capital, LLC 25,135 114.62
JPIVX - JPMorgan Intrepid Value Fund Class I 25,050 114.61
Orion Portfolio Solutions, LLC 24,880 114.63
Pathstone Family Office, Llc 23,872 114.74
Heartland Advisors Inc 22,604 114.63
Icon Wealth Advisors, LLC 21,821 129.51
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 21,747 114.64
Hunter Perkins Capital Management, LLC 21,250 0.09
Welch & Forbes Llc 20,557 114.61
IWX - iShares Russell Top 200 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 20,044 114.65
Manchester Capital Management LLC 20,000 114.65
Weiss Multi-Strategy Advisers LLC 20,000 0.10
GRMAX - Nationwide S&P 500 Index Fund Class A 19,966 132.27
CoreCommodity Management, LLC 19,690 114.63
StrongBox Wealth, LLC 19,665 114.62
Bnc Wealth Management, Llc 19,636 114.64
EVSAX - Wells Fargo Disciplined U.S. Core Fund Class A 19,629 132.25
Avantax Planning Partners, Inc. 19,413 114.61
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 19,400 114.64
TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 18,849 132.26
Bleakley Financial Group, LLC 18,494 114.63
GMAEX - GMO Cyclical Focus Fund Class VI 18,271 113.02
Bahl & Gaynor Inc 18,177 114.65
ICPAX - Integrity Mid-North American Resources Fund , Class A 18,000 132.22
Madison Wealth Management 17,980 114.63
Metis Global Partners, LLC 17,859 114.62
Middleton & Co Inc/ma 17,848 114.63
SEIAX - SIIT Multi-Asset Real Return Fund - Class A 17,448 113.02
HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 17,441 114.61
FMIEX - Wasatch Global Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 17,000 114.65
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 16,910 114.61
IWL - iShares Russell Top 200 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 16,655 114.62
Roanoke Asset Management Corp/ Ny 16,643 0.12
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 16,441 114.65
Empirical Finance, LLC 16,306 114.62
Heritage Wealth Management, Llc 16,301 129.50
BUL - Pacer US Cash Cows Growth ETF 16,212 132.25
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 16,158 114.62
Hennion & Walsh Asset Management, Inc. 16,043 0.12
Values First Advisors, Inc. 15,765 114.62
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 15,701 132.22
Allstate Investment Management Co 15,465 129.52
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 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 15,148 113.02
Huber Capital Management LLC 14,900 114.63
Advisor Partners Ii, Llc 14,854 114.65
AMOMX - AQR Large Cap Momentum Style Fund Class I 14,719 114.61
THMEX - CCT Thematic Equity Fund Institutional Shares 14,364 132.28
SRVEX - Victory Diversified Stock Fund Class A 14,090 114.62
SFAAX - Wells Fargo Index Asset Allocation Fund Class A 13,804 114.60
CAPOX - Absolute Capital Opportunities Fund Institutional Shares 13,765 114.64
AMG National Trust Bank 13,762 114.66
TLGUX - Large Cap Equity Fund 13,633 113.03
Quantinno Capital Management LP 13,440 114.66
Paradigm Asset Management Co Llc 13,400 114.63
SevenBridge Financial Group, LLC 13,262 114.61
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 13,248 114.66
Monetary Management Group Inc 13,220 114.60
Americana Partners, LLC 13,128 114.64
Point72 Middle East FZE 12,900 114.65
GLOF - iShares Edge MSCI Multifactor Global 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 11,880 132.24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 11,873 114.63
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 11,495 114.66
Berkshire Asset Management Llc/pa 11,302 114.67
Graham Capital Wealth Management, Llc 11,263 1146.32
Vista Investment Management 10,958 114.62
NBRVX - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 10,819 113.04
PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF 10,634 132.22
Aigen Investment Management, Lp 10,604 114.67
Tevis Investment Management 10,563 114.65
Tiaa, Fsb 10,483 114.66
GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 10,037 114.68
Trust Co Of Toledo Na /oh/ 9,979 114.64
NorthCrest Asset Manangement, LLC 9,979 114.64
Benjamin Edwards Inc 9,928 0.10
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 9,817 114.60
Venturi Wealth Management, LLC 9,733 114.66
Desjardins Global Asset Management Inc. 9,626 0.10
Sompo Japan Nipponkoa Asset Management Co.,ltd. 9,560 114.64
Greenleaf Trust 9,502 114.61
CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF 9,501 114.62
QWVPX - Clearwater Core Equity Fund 9,482 114.64
HCESX - The ESG Growth Portfolio HC Strategic Shares 9,412 114.64
NTSX - WisdomTree 90/60 U.S. Balanced Fund N/A 9,294 114.59
Symphony Financial, Ltd. Co. 9,166 113.68
Delphi Management Inc /ma/ 9,146 0.11
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 9,029 114.63
Cravens & Co Advisors, LLC 8,939 114.67
Wetherby Asset Management Inc 8,937 114.58
SRFMX - Sarofim Equity Fund 8,900 114.61
TLLVX - Large-Cap Value Fund 8,862 114.65
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 8,858 132.20
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 8,592 132.22
Ackerman Capital Advisors, LLC 8,308 114.59
First Hawaiian Bank 7,918 114.68
Altus Wealth Group LLC 7,829 114.57
Integrated Wealth Concepts LLC 7,746 0.13
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 7,699 114.69
CENTRAL TRUST Co 7,091 114.65
Forum Financial Management, LP 7,069 114.58
RFG Advisory, LLC 7,055 114.67
Precision Wealth Strategies, LLC 7,048 114.64
LEAD - Siren DIVCON Leaders Dividend ETF 7,013 111.79
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 6,996 129.50
American National Bank 6,975 114.70
John Hancock Hedged Equity & Income Fund 6,972 114.60
HNDRX - Horizon Defined Risk Fund Investor Class 6,944 113.05
ONEO - SPDR Russell 1000 Momentum Focus 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 6,774 114.70
Capital Asset Advisory Services LLC 6,755 114.58
SUVAX - PGIM QMA LARGE-CAP VALUE FUND Class A 6,600 113.03
FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management 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 6,383 112.96
Prudent Man Advisors, LLC 6,297 0.16
DBOAX - BNY Mellon Balanced Opportunity Fund Class A 6,238 141.87
Prossimo Advisors, LLC 6,166 0.16
HRLIX - The Hartford Global Real Asset Fund Class I 6,099 132.32
DPREX - Delaware Global Listed Real Assets Fund CLASS A 5,888 132.30
Wealth Alliance 5,884 114.55
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 5,806 114.71
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 5,754 112.96
Schonfeld Strategic Advisors LLC 5,672 114.60
SBSPX - QS S&P 500 Index Fund Class A 5,651 114.67
Searle & Co. 5,600 119.46
Dark Forest Capital Management Lp 5,598 114.68
Multi-strategy Growth & Income Fund 5,569 114.56
JDVSX - JPMorgan Diversified Fund Class I 5,524 114.59
HNDDX - Horizon Active Dividend Fund Investor Class 5,490 112.93
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 5,483 114.72
Shelton Wealth Management, Llc 5,394 114.57
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A 5,327 113.01
Bank OZK 5,267 114.68
First United Bank Trust/ 5,161 114.71
DIVB - iShares U.S. Dividend and Buyback 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 5,020 132.27
Palogic Value Management, L.P. 4,983 114.59
DDIAX - Delaware Wealth Builder Fund Class A 4,921 112.99
PWTAX - UBS U.S. Allocation Fund Class A 4,783 113.11
GAUAX - The Gabelli Utilities Fund Class A 4,700 114.68
IUS - Invesco RAFI(TM) Strategic US 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 4,598 113.09
Kornitzer Capital Management Inc /ks 4,553 114.65
BUFEX - Buffalo Large Cap Fund Investor Class 4,550 114.73
Moors & Cabot, Inc. 4,536 114.64
LKBAX - LKCM Balanced Fund 4,450 114.61
Valeo Financial Advisors, LLC 4,426 114.55
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 4,422 114.65
Carnegie Capital Asset Management, LLC 4,402 114.72
Neville Rodie & Shaw Inc 4,375 0.23
Jump Financial, LLC 4,353 114.63
UCAGX - Cornerstone Aggressive Fund 4,306 113.10
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 4,296 114.53
Gagnon Securities Llc 4,161 114.64
Renasant Bank 4,143 114.65
KC Investment Advisors, LLC 4,119
Stephenson National Bank & Trust 4,093 114.59
VCGAX - Growth & Income Fund 4,019 112.96
Summitry Llc 4,000 114.75
Cpwm, Llc 3,950 111.65
Ignite Planners, LLC 3,946 120.38
Gladstone Institutional Advisory LLC 3,909 114.61
Matthew Goff Investment Advisor, LLC 3,863 114.68
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class 3,784 132.14
Amerivest Investment Management LLC 3,722
Wilkinson Global Asset Management LLC 3,690 114.63
Legacy Capital Group California, Inc. 3,685 114.52
Qtron Investments LLC 3,683 114.58
Balasa Dinverno & Foltz Llc 3,588 111.76
Gradient Investments LLC 3,578 114.59
Regal Investment Advisors LLC 3,527 114.54
G&S Capital LLC 3,521 114.74
SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares 3,521 113.04
PHDG - Invesco S&P 500 Downside Hedged 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 3,503 132.17
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 3,494 114.77
LSFIX - Loomis Sayles Fixed Income Fund Institutional Class 3,445 114.66
Brookfield Asset Management Inc. 3,377 114.60
Ridgewood Investments LLC 3,352 114.56
Ambassador Advisors, LLC 3,331 110.48
Wela Strategies, Inc. 3,207 114.75
ISBAX - VY(R) Columbia Contrarian Core Portfolio Class ADV 3,189 114.77
ProVise Management Group, LLC 3,148 114.68
Wellington Shields & Co., LLC 3,085 114.75
Highlander Capital Management, LLC 3,000
Guggenheim Strategic Opportunities Fund 2,982 113.01
Riverwater Partners LLC 2,941 114.59
SQBIX - X-Square Balanced Fund, LLC Institutional Class 2,930 114.68
MXLMX - Great-West Multi-Sector Bond Fund Investor Class 2,907 114.55
Black Maple Capital Management LP 2,900 114.48
Notis-McConarty Edward 2,885 114.73
TBLRX - Transamerica Balanced II R 2,877 132.08
Beck Mack & Oliver Llc 2,760 114.49
LifePro Asset Management 2,756 129.54
Sowell Financial Services LLC 2,755
Connecticut Wealth Management, LLC 2,748 114.63
GVALX - Gotham Large Value Fund Institutional Class 2,653 114.59
First Horizon Advisors, Inc. 2,552 114.81
Straight Path Wealth Management 2,520 114.68
Sheaff Brock Investment Advisors, LLC 2,483 114.78
Scotia Capital Inc. 2,417 114.60
QAACX - Federated MDT All 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 2,402 136.55
Coastal Investment Advisors, Inc. 2,392 114.55
Cedar Brook Financial Partners, LLC 2,377 114.43
Fulcrum Equity Management 2,365 114.59
Pinnacle Bancorp, Inc. 2,338 114.63
Hyman Charles D 2,331 114.54
FLRG - Fidelity U.S. Multifactor ETF 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 2,310 132.03
Gamco Investors, Inc. Et Al 2,300 114.78
RGT Wealth Advisors, LLC 2,283 111.70
Ausdal Financial Partners, Inc. 2,262 114.50
Lindbrook Capital, Llc 2,187 114.77
Wealth Alliance Advisory Group, LLC 2,117 114.79
SSVSX - Victory Special Value Fund Class A 2,089 114.41
Capital Insight Partners, Llc 2,087 114.52
Principle Wealth Partners Llc 2,075 114.70
TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 2,038 132.48
Lvm Capital Management Ltd/mi 2,025
SVTAX - Simt Global Managed Volatility Fund Class F 2,004 111.78
Fractal Investments LLC 2,000 114.50
Heritage Trust Co 2,000 114.50
Hilltop Holdings Inc. 1,996 114.73
Dudley Capital Management, Llc 1,981 114.59
Trinity Legacy Partners, LLC 1,963 114.62
Infrastructure Capital Advisors, Llc 1,958 114.40
Crescent Grove Advisors, LLC 1,905 114.44
Resurgent Financial Advisors LLC 1,875 114.67
PBP - Invesco S&P 500 BuyWrite 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 1,870 132.09
GraniteShares Advisors LLC 1,841 114.61
Foster Victor Wealth Advisors, LLC 1,834 119.41
Earnest Partners Llc 1,792 114.40
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 1,685 114.54
AMOM - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 1,625 132.31
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 1,616 114.48
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 1,534 114.73
RYSOX - S&P 500 Fund Class A 1,494 114.46
TDEAX - Touchstone Dynamic Equity Fund A 1,444 114.96
JUSA - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1,319 114.48
QGMIX - AQR Global Macro Fund Class I 1,245 114.86
Covestor Ltd 1,228
GCVIX - Goldman Sachs Large Cap Value Insights Fund Institutional 1,110 132.43
Tradition Wealth Management, LLC 1,086
First National Bank of South Miami 985 114.72
Zions Bancorporation, N.A. 958 114.82
FOKFX - Fidelity OTC K6 Portfolio 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 942 132.70
ICA Group Wealth Management, LLC 863 114.72
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 824 132.28
Castleview Partners, Llc 824 114.08
JTC Employer Solutions Trusteee Ltd 752
Column Capital Advisors, LLC 720 115.28
TVMAX - Guggenheim RBP Large-Cap Market Fund Class A 688 114.83
MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 648 114.20
GENIX - Gotham Enhanced Return Fund Institutional Class 639 114.24
AXS Investments LLC 633 115.32
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 625 115.20
Versant Capital Management, Inc 550 114.55
Silvant Capital Management LLC 528 115.53
Kistler-Tiffany Companies, LLC 525 114.29
CoreFirst Bank & Trust 500 114.00
Jones Financial Companies Lllp 471 114.65
CNB Bank 469 115.14
New Millennium Group LLC 452 115.04
XRMI - Global X S&P 500 Risk Managed Income ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 446 132.29
GGBFX - Global Bond Fund Investor 430 113.95
Smithfield Trust Co 422
PASIX - PACE Alternative Strategies Investments Class A 410 131.71
Banque Cantonale Vaudoise 400
WKLY - SoFi Weekly Dividend ETF 389 113.11
NSFJX - Natixis Sustainable Future 2045 Fund Class N 376 132.98
Old North State Trust, LLC 366
Laurel Wealth Advisors LLC 360 113.89
NSFKX - Natixis Sustainable Future 2050 Fund Class N 358 131.28
CVA Family Office, LLC 346 115.61
LDPCX - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 303 115.51
MUFG Securities EMEA plc 293
LVPIX - Large-cap Value Profund Investor Class 285 136.84
Northwest Investment Counselors, Llc 266 112.78
SVYAX - SIIT U.S. Managed Volatility Fund - Class A 266 142.86
AABFX - Thrivent Balanced Income Plus Fund Class A 260 130.77
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 227 132.16
Fortis Capital Advisors, LLC 220 113.64
Arrow Financial Corp 220 113.64
NSFMX - Natixis Sustainable Future 2060 Fund Class N 213 131.46
Sound Income Strategies, LLC 212 113.21
DFLV - Dimensional US Large Cap Value ETF 172 133.72
SRS Capital Advisors, Inc. 133 112.78
Sofos Investments, Inc. 116 94.83
Delos Wealth Advisors, LLC 115 113.04
PLRG - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 114 114.04
WWMCX - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 107 130.84
Belmont Capital, LLC 103 116.50
VitalStone Financial, LLC 101
Align Wealth Management, LLC 100 110.00
Financial Management Professionals, Inc. 79
Mach-1 Financial Group, Inc. 72 114638.89
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 62 129.03
HighMark Wealth Management LLC 56 107.14
Beaird Harris Wealth Management, LLC 50 120.00
Ellevest, Inc. 44 113.64
ClariVest Asset Management LLC 43
WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 41 121.95
Kb Financial Partners, Llc 38
Penserra Capital Management LLC 32
Eagle Bay Advisors LLC 30 100.00
Tsfg, Llc 23
QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF 18 111.11
JNBA Financial Advisors 17 117.65
ZSPY - ASYMmetric Smart Alpha S&P 500 ETF 13 76.92
Canada Pension Plan Investment Board 10 100.00
Centerpoint Advisors, LLC 4
Hsbc Holdings Plc
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
Great Diamond Partners, LLC
Caas Capital Management Lp
TCTC Holdings, LLC
Kalos Management, Inc.
Hancock Whitney Corp
Advisor Resource Council
AQRNX - AQR Multi-Asset Fund Class N
IHT Wealth Management, LLC
BFOR - Barron's 400 ETF
WHGHX - Westwood High Income Fund Institutional Shares
Avitas Wealth Management LLC
SIR Capital Management, L.P.
Legacy Capital Wealth Partners, LLC
Syverson Strege & Co
VANGUARD GROUP INC
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
First Business Financial Services, Inc.
Opseu Pension Plan Trust Fund
Hillsdale Investment Management Inc.
Mountain Lake Investment Management LLC
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
Hudson Valley Investment Advisors Inc /adv
Verition Fund Management LLC
RidgeWorth Capital Management LLC
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone 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
FFTY - Innovator IBD(R) 50 ETF
XR Securities LLC
Global Wealth Strategies & Associates
Pinnbrook Capital Management Lp
TQMVX - T. Rowe Price QM U.S. Value Equity Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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
Camarda Financial Advisors, LLC
City Holding Co
PFG Private Wealth Management, LLC
Hrt Financial Lp
DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES
Hoey Investments, Inc
Blueshift Asset Management, LLC
Mayflower Financial Advisors, LLC
Guardian Wealth Advisors, LLC
Pinnacle Wealth Management, LLC
VWUSX - Vanguard U.S. Growth 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
International Assets Investment Management, Llc
Neuberger Berman Group LLC
CFIAX - Columbia Flexible Capital Income Fund Class A
Systematic Alpha Investments, LLC
Twin Tree Management, LP
GSELX - Goldman Sachs U.S. Equity Insights Fund Institutional
Nuveen Core Equity Alpha Fund This fund is a listed as child fund of Nuveen Asset Management, 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
DWEQ - AdvisorShares Dorsey Wright Alpha Equal Weight ETF
Patriot Financial Group Insurance Agency, LLC
Stableford Capital Ii Llc
Enlightenment Research, LLC
Peconic Partners Llc
GMUEX - GMO U.S. Equity Fund Class III
Standard Family Office LLC
Goldman Sachs Group Inc
Bank of New Hampshire
Cutler Group LP
Bluefin Capital Management, Llc
Monetta Financial Services Inc
DIP - BTD Capital Fund
LCORX - LEUTHOLD CORE INVESTMENT FUND -Retail Class
Indiana Trust & Investment Management CO
Regency Capital Management Inc.\DE
Capital Research Global Investors
Trustcore Financial Services, Llc
Vectors Research Management, LLC
PRGSX - T. Rowe Price Global Stock Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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
Curi Wealth Management, LLC
IGNCX - Delaware Ivy Natural Resources Fund Class C
MRJIX - Real Assets Portfolio Class I
Toth Financial Advisory Corp
VSMV - VictoryShares US Multi-Factor Minimum Volatility ETF
HFCVX - Hennessy Cornerstone Value Fund Investor Class
Cribstone Capital Management, LLC
STATE STREET CORP
De Burlo Group Inc
PWS - Pacer WealthShield ETF
Almanack Investment Partners, LLC.
Successful Portfolios LLC
BlackRock Inc.
Summit Global Investments
Goldman Sachs Group Inc
Hsbc Holdings Plc
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
BDO Wealth Advisors, LLC
R.P. Boggs & Co.
Legacy Capital Wealth Partners, LLC
Exos TFP Holdings LLC
ACG Wealth
Clarus Group, Inc.
Optiver Holding B.V.
MFEGX - MFS Growth Fund A
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio
Beck Capital Management, Llc
Afton Capital Management Llc
Miller Wealth Advisors, Llc
KTRAX - DWS Global Income Builder Fund Class A
GTLLX - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
Fidelis Capital Partners, LLC
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
Alps Advisors Inc
Arabesque Asset Management Ltd
PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
Glassy Mountain Advisors, Inc.
RMEAX - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
ExodusPoint Capital Management, LP
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
Leverage Partners Absolute Return Fund SPC
PICTET BANK & TRUST Ltd
IMS Capital Management
KCMTX - AXS Multi-Strategy Alternatives Fund Class R-1 Shares
GARTX - Goldman Sachs Absolute Return Tracker Fund Class A
Johnson Financial Group, LLC
Moore Capital Management, Lp
Susquehanna International Group Ltd.
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
Alyeska Investment Group, L.P.
VAMO - Cambria Value and Momentum ETF
DCM Advisors, LLC
WWICX - Westwood Income Opportunity Fund C Class Shares
Archon Partners LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
SWSAX - SIIT World Select Equity Fund Class A
PRWAX - T. Rowe Price New America Growth Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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
Cyrus J. Lawrence, LLC
Bellwether Advisors, LLC
LSLTX - LEUTHOLD SELECT INDUSTRIES FUND No Load
Ibex Wealth Advisors
GCHDX - Gotham Hedged Core Fund Institutional Class
Gladius Capital Management LP
WBIF - WBI BullBear Value 3000 ETF
Financial Counselors Inc
Aletheian Wealth Advisors LLC
ANWPX - NEW PERSPECTIVE FUND Class A
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares
Atalanta Sosnoff Capital, Llc
TGN - AXS Brendan Wood TopGun Index ETF
Knowledge Leaders Capital, LLC
Chicago Capital, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
Baron Financial Group, LLC
Oversea-Chinese Banking CORP Ltd
Bremer Bank National Association
WBIG - WBI BullBear Yield 3000 ETF
Patton Fund Management, Inc.
MFUAX - MassMutual Select Fundamental Value Fund Class A
Mill Creek Capital Advisors, LLC
PEAK6 Investments LLC
Sageworth Trust Co
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
WBIL - WBI BullBear Quality 3000 ETF
QAOSWX - T. Rowe Price New America Growth Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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
XVOL - Acruence Active Hedge U.S. Equity ETF
State of Wyoming
Name Current Shares Current PPS Previous Shares Previous PPS
AMECX - INCOME FUND OF AMERICA Class A 3,831,535 119.47 861,535 132.25
FALCX - Strategic Advisers Large 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 1,775,073 107.29 1,794,479 113.02
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 1,666,059 114.44 1,765,859 114.63
JEPI - JPMorgan Equity Premium Income ETF 1,547,934 114.44 1,095,748 114.63
JAMRX - Janus Henderson Research Fund Class T 1,416,277 114.44 1,751,268 114.63
California Public Employees Retirement System 1,079,294 114.44 1,141,811 114.63
Envestnet Asset Management Inc 1,065,974 114.44 1,047,740 114.63
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) 715,771 114.44 792,738 114.63
IYE - iShares U.S. Energy 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 542,275 119.47 658,401 132.25
DFEOX - U.s. Core Equity 1 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 500,872 119.47 500,872 132.25
Eaton Vance Tax-managed Global Diversified Equity Income Fund 369,299 119.47 396,004 132.25
PRCOX - T. Rowe Price U.S. Equity Research Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 288,063 114.44 305,291 114.63
Advisor Group Holdings, Inc. 259,510 114.57 218,411 115.06
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 255,925 114.44 323,023 114.63
Assenagon Asset Management S.A. 254,931 114.44 16,239 114.60
QCSCRX - Social Choice Account Class R1 251,980 114.44 243,010 114.63
RYE - Invesco S&P 500 Equal Weight Energy 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 200,111 119.47 197,938 132.25
XAOKX - Index 500 Portfolio Initial Class 196,146 114.44 193,576 114.63
U.S. Capital Wealth Advisors, LLC 167,354 114.44 164,197 114.63
IWV - iShares Russell 3000 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 155,585 114.44 156,273 114.63
Name Current Shares Current PPS Previous Shares Previous PPS
Fisher Asset Management, LLC 278,830 0.11 279,097 0.11
Lsv Asset Management 190,800 0.12 256,400 0.11
Strs Ohio 180,874 0.12 390,506 0.12
Wesbanco Bank Inc 69,743 0.11 74,126 0.11
Shell Asset Management Co 59,385 0.12 64,704 0.11
Beacon Financial Group 8,358 0.12 8,577 0.12
180 Wealth Advisors, Llc 6,126 114.76 6,943 114.65
Quantamental Technologies LLC 3,873 114.38 0
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 1,536 114.58 1,493 114.53
Optimum Investment Advisors 1,525 114.75 1,225 114.29
Avondale Wealth Management 400 115.00 0
Retirement Group, LLC 149 114.09 149
SJS Investment Consulting Inc. 37 108.11 13 76.92
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
AMECX - INCOME FUND OF AMERICA Class A 2,970,000 3,831,535 119.47 861,535 132.25 344.73
JEPI - JPMorgan Equity Premium Income ETF 452,186 1,547,934 114.44 1,095,748 114.63 41.27
Assenagon Asset Management S.A. 238,692 254,931 114.44 16,239 114.60 1469.87
National Bank Of Canada /fi/ 65,093 125,137 114.68 60,044 116.26 108.41
Advisor Group Holdings, Inc. 41,099 259,510 114.57 218,411 115.06 18.82
Integrated Advisors Network LLC 30,694 56,353 114.44 25,659 114.62 119.62
Baldwin Brothers Inc/ma 24,379 24,385 114.46 6 166.67 406316.67
Envestnet Asset Management Inc 18,234 1,065,974 114.44 1,047,740 114.63 1.74
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 16,934 23,340 114.44 6,406 114.58 264.35
Syntal Capital Partners, LLC 10,764 22,152 114.44 11,388 114.59 94.52
QCSCRX - Social Choice Account Class R1 8,970 251,980 114.44 243,010 114.63 3.69
Eaton Vance Enhanced Equity Income Fund 6,927 50,225 114.44 43,298 114.62 16.00
Boston Family Office Llc 3,987 55,867 0.11 51,880 0.12 7.69
Quantamental Technologies LLC 3,873 3,873 114.38 0 0.00
U.S. Capital Wealth Advisors, LLC 3,157 167,354 114.44 164,197 114.63 1.92
Petrus Trust Company, LTA 2,935 5,144 114.50 2,209 114.53 132.87
XAOKX - Index 500 Portfolio Initial Class 2,570 196,146 114.44 193,576 114.63 1.33
RYE - Invesco S&P 500 Equal Weight Energy 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 2,173 200,111 119.47 197,938 132.25 1.10
DCF Advisers, LLC 2,150 4,550 114.51 2,400 114.58 89.58
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 1,621 11,229 114.44 9,608 114.59 16.87
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
JAMRX - Janus Henderson Research Fund Class T 334,991 1,416,277 114.44 1,751,268 114.63 -19.13
Strs Ohio 209,632 180,874 0.12 390,506 0.12 -53.68
IYE - iShares U.S. Energy 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 116,126 542,275 119.47 658,401 132.25 -17.64
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 99,800 1,666,059 114.44 1,765,859 114.63 -5.65
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) 76,967 715,771 114.44 792,738 114.63 -9.71
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 67,098 255,925 114.44 323,023 114.63 -20.77
Lsv Asset Management 65,600 190,800 0.12 256,400 0.11 -25.59
California Public Employees Retirement System 62,517 1,079,294 114.44 1,141,811 114.63 -5.48
Peapack Gladstone Financial Corp 34,811 9,027 0.11 43,838 0.11 -79.41
Eaton Vance Tax-managed Global Diversified Equity Income Fund 26,705 369,299 119.47 396,004 132.25 -6.74
SAOOX - Overlay A Portfolio Class 1 24,717 47,978 114.45 72,695 114.63 -34.00
PGNAX - PGIM Jennison Natural Resources Fund Class A 22,735 68,180 119.46 90,915 132.26 -25.01
FALCX - Strategic Advisers Large 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 19,406 1,775,073 107.29 1,794,479 113.02 -1.08
PRCOX - T. Rowe Price U.S. Equity Research Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 17,228 288,063 114.44 305,291 114.63 -5.64
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 15,287 42,670 119.48 57,957 132.25 -26.38
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 14,705 87,355 114.44 102,060 114.63 -14.41
Bokf, Na 11,823 36,603 114.44 48,426 114.63 -24.41
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 11,106 107,333 114.44 118,439 114.63 -9.38
JIEMX - Equity Income Fund Class NAV 8,900 142,141 107.29 151,041 113.02 -5.89
Panagora Asset Management Inc 7,928 88,590 114.44 96,518 114.63 -8.21
Name Current Puts
Simplex Trading, Llc 355,000
Balyasny Asset Management Llc 80,000
Capital Fund Management S.a. 59,400
Hsbc Holdings Plc 0
Name Current Calls
Cutler Group LP 15,000
XR Securities LLC 0
Name
Name Previous Puts
Covenant Asset Management, LLC 23,862
Verition Fund Management LLC 0
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
SG Americas Securities, LLC 55,800 138,000 82,200 67.88
Name Increased Calls Current Calls Previous Calls Percentage Increase
Walleye Capital LLC 28,100 30,400 2,300 1221.74
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 27,902 132.54
Name Shares PPS
Oversea-Chinese Banking CORP Ltd
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
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