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 769 136.00 54.69 54.06
Previous Quarter 792 216.00 54.70 53.25

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 14 115 41 103 61 58
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 2 2 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 3 0 14 17 14 13
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 22,954,118 30.67 27.83 22,256,500 29.74 54.26
Previous Quarter 11,765,691 15.72 54.10 22,222,932 29.69 52.70

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
BlackRock Inc. 11,252,803
Vanguard Group Inc 11,230,223 54.71
VANGUARD GROUP INC 11,104,006
BlackRock Inc. 10,505,184 54.71
Invesco Ltd. 6,371,303
Invesco Ltd. 6,141,047 54.71
State Street Corp 4,114,285 54.98
VGSIX - Vanguard Real Estate Index Fund Investor Shares 3,593,257 52.52
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,171,475 54.71
IJH - iShares Core S&P Mid-Cap ETF 2,116,151 54.71
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,878,579 54.71
Prudential Financial Inc 1,708,349 54.71
Brookfield Asset Management Inc. 1,582,391 54.71
Bank of New York Mellon Corp 1,570,152 54.71
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 1,230,684 54.71
Geode Capital Management, Llc 1,173,039 54.71
ASMMX - Invesco Summit Fund Class A 1,143,900 52.52
Dimensional Fund Advisors Lp 1,055,538 54.71
Charles Schwab Investment Management Inc 1,024,623 54.71
VEXMX - Vanguard Extended Market Index Fund Investor Shares 998,579 54.71

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name Shares PPS
Vanguard Group Inc 11,230,223 54.71
BlackRock Inc. 10,505,184 54.71
Invesco Ltd. 6,141,047 54.71
State Street Corp 4,114,285 54.98
VGSIX - Vanguard Real Estate Index Fund Investor Shares 3,570,128 43.97
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,171,475 54.71
IJH - iShares Core S&P Mid-Cap ETF 2,116,151 54.71
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,878,579 54.71
Prudential Financial Inc 1,708,349 54.71
Brookfield Asset Management Inc. 1,582,391 54.71
Bank of New York Mellon Corp 1,570,152 54.71
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 1,230,684 54.71
Geode Capital Management, Llc 1,173,039 54.71
ASMMX - Invesco Summit Fund Class A 1,120,500 43.97
Dimensional Fund Advisors Lp 1,055,538 54.71
Charles Schwab Investment Management Inc 1,024,623 54.71
VEXMX - Vanguard Extended Market Index Fund Investor Shares 998,579 54.71
Millennium Management Llc 778,529 54.71
Northern Trust Corp 743,067 54.71
Alliancebernstein L.p. 645,495 54.71

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 11,104,006
Ziegler Capital Management, LLC 11,964 46.89
WWIDX - Wells Fargo Large Company Value Fund Administrator Class 10,357 52.52
Ritholtz Wealth Management 7,922 46.96
CSML - IQ Chaikin U.S. Small Cap ETF 7,452 52.47
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 7,120 51.26
GYLD - Arrow Dow Jones Global Yield ETF 4,387 52.43
Dimensional ETF Trust - Dimensional US Real Estate ETF 3,128 52.43
TLORX - Transamerica Large Value Opportunities R 2,045 52.32
COPLX - Copley Fund Inc /nv/ 1,000 51.00
FVCIX - Fidelity Flex Large Cap Value II Fund 525 53.33
Investors Research Corp 300 46.67
ACG Wealth 281 46.26
Financial Management Professionals, Inc. 6
Name Shares PPS
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 235,451 49.38
TIREX - TIAA-CREF Real Estate Securities Fund Institutional Class 200,000 49.38
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 127,862 49.38
Walleye Trading LLC 127,200 54.71
DLBMX - MassMutual Premier Small Cap Opportunities Fund Class A 55,046 49.38
Simplex Trading, Llc 38,300 54.70
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A 24,140 46.11
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 22,631 49.40
Moody National Bank Trust Division 14,115 54.76
PTMC - Pacer Trendpilot US Mid Cap ETF 8,223 50.22
PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF 6,502 50.14
Carroll Financial Associates, Inc. 6,367 47.43
TLRSX - Real Estate Securities Fund 4,400 49.32
BBISX - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 3,200 49.38
Wolverine Asset Management Llc 827 54.41
IFP Advisors, Inc 597 48.58
Berman Capital Advisors, LLC 469 49.04
Cutler Group LP 400 2.50
NVQ - QRAFT AI-Enhanced U.S. Next Value ETF 285 49.12
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 243 49.38
Herold Advisors, Inc. 200 54710.00
AdvisorNet Financial, Inc 197 55.84
Bbva Usa 186 48.39
RPGAX - T. Rowe Price Global Allocation Fund, Inc. 171 52.63
Wealth Quarterback LLC 131
Sonora Investment Management, LLC 86 46.51
Money Concepts Capital Corp 80 50.00
Investmark Advisory Group LLC 69 43.48
Financial Engines Advisors L.L.C.
Eii Capital Management, Inc.
Bokf, Na
Townsquare Capital Llc
Advisory Services Network, LLC
Creative Financial Designs Inc /adv
Enterprise Financial Services Corp
FNY Investment Advisers, LLC
Baird Financial Group, Inc.
Y-Intercept (Hong Kong) Ltd
Cornerstone Investment Partners, LLC
FourThought Financial, LLC
BNP Paribas Asset Management Holding S.A.
Apollo Management Holdings, L.P.
Capital Fund Management S.a.
Mid Atlantic Financial Management Inc/adv
Anson Funds Management LP
Amitell Capital Pte Ltd
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Littlejohn & Co Llc
Css Llc/il
Hrt Financial Lp
Cassady Schiller Wealth Management, LLC
Virginia Retirement Systems Et Al
O'shaughnessy Asset Management, Llc
CoreCap Advisors, LLC
Macroview Investment Management Llc
Ford Financial Group, LLC
Hoey Investments, Inc
Acadian Asset Management Llc
HAP Trading, LLC
Nut Tree Capital Management, LP
Duality Advisers, Lp
Tudor Investment Corp Et Al
Kowal Investment Group, LLC
Dynamic Technology Lab Private Ltd
Arkadios Wealth Advisors
First Republic Investment Management, Inc.
Lido Advisors, LLC
Zions Bancorporation, N.A.
Boothbay Fund Management, Llc
Balyasny Asset Management Llc
TD Capital Management LLC
GFSYX - Strategic Alternatives Fund Institutional
Triton Wealth Management, PLLC
Dark Forest Capital Management Lp
Squarepoint Ops LLC
FSMMX - FS Multi-Strategy Alternatives Fund Class A
Capula Management Ltd
Beaumont Financial Partners, LLC
Css Llc/il
HAP Trading, LLC
Weaver C. Barksdale & Associates, Inc.
Capital Fund Management S.a.
RPG Investment Advisory, LLC
Castleview Partners, Llc
International Assets Investment Management, Llc
Redwood Capital Management, Llc
Sageworth Trust Co
Vestcor Inc
KBC Group NV
Bluefin Capital Management, Llc
Schonfeld Strategic Advisors LLC
Hudock, Inc.
Schroder Investment Management Group
Norges Bank
Toronto Dominion Bank
Fox Run Management, L.l.c.
BlackRock Credit Strategies Fund
Rafferty Asset Management, LLC
Fiera Capital Corp
Western Wealth Management, LLC
Centersquare Investment Management Llc
ExodusPoint Capital Management, LP
Pathstone Family Office, Llc
Tudor Investment Corp Et Al
Quantamental Technologies LLC
Stelac Advisory Services LLC
Independent Advisor Alliance
Oak Thistle LLC
Pacer Advisors, Inc.
Snowden Capital Advisors LLC
Elmwood Wealth Management, Inc.
Ergoteles LLC
HHM Wealth Advisors, LLC
Advisor Resource Council
VASFX - Vanguard Alternative Strategies Fund Investor Shares 43.80
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 11,252,803 10,505,184 54.71
Invesco Ltd. 6,371,303 6,141,047 54.71
Peregrine Capital Management Llc 276,385 46.93 280,353 54.71
Strs Ohio 103,584 46.93 102,411 54.70
Commonwealth Equity Services, Llc 92,391 46.92 84,696 54.70
Wedge Capital Management L L P/nc 89,872 46.93 91,904 54.71
Exchange Traded Concepts, Llc 85,399 46.93 105,104 54.71
State of Alaska, Department of Revenue 70,707 46.90 17,524 54.67
PFG Advisors 45,419 46.94 45,819 54.72
Truist Financial Corp 30,700 46.94 7,613 54.77
Oregon Public Employees Retirement Fund 21,462 46.92 23,962 54.71
Louisiana State Employees Retirement System 19,700 52.08 19,600 55.36
Camelot Portfolios, LLC 18,478 46.92 19,466 54.71
RDA Financial Network 17,986 46.93 17,846 54.69
North Star Investment Management Corp. 16,150 46.93 16,150 54.74
Pensionfund DSM Netherlands 14,762 46.94 14,762 54.74
Allspring Global Investments Holdings, LLC 12,175 46.90 20,244 54.68
New Mexico Educational Retirement Board 11,800 46.95 15,500 54.71
Cambridge Investment Research Advisors, Inc. 9,399 46.92 10,577 54.74
Redpoint Investment Management Pty Ltd 8,922 46.96 6,250 54.72
Name Current Shares Current PPS Previous Shares Previous PPS
VGSIX - Vanguard Real Estate Index Fund Investor Shares 3,593,257 52.52 3,570,128 43.97
ASMMX - Invesco Summit Fund Class A 1,143,900 52.52 1,120,500 43.97
DFREX - Dfa Real Estate Securities Portfolio - Institutional Class 534,390 52.52 554,031 43.97
PURCX - PGIM GLOBAL REAL ESTATE FUND Class C 523,510 52.52 490,480 43.97
VRTPX - Vanguard Real Estate II Index Fund 457,487 52.52 452,809 43.97
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares 344,165 52.52 344,165 43.97
SCHH - Schwab U.S. REIT ETF 342,643 51.24 350,020 49.80
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 320,649 52.52 376,402 43.97
SCHA - Schwab U.S. Small-Cap ETF 297,625 51.24 307,488 49.80
KBWY - Invesco KBW Premium Yield Equity REIT ETF 249,500 51.24 242,841 49.80
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares 231,224 52.52 231,244 43.97
FNDA - Schwab Fundamental U.S. Small Company Index ETF 210,668 51.24 158,980 49.80
POAGX - PRIMECAP Odyssey Aggressive Growth Fund 187,300 52.52 200,000 43.97
FSMDX - Fidelity Mid Cap Index Fund 181,534 52.52 167,949 43.97
REET - iShares Global REIT ETF 157,639 52.52 154,964 43.97
FSRNX - Fidelity Real Estate Index Fund 147,126 52.52 147,255 43.97
USRT - iShares Core U.S. REIT ETF 144,001 52.52 150,283 43.97
AVFIX - American Beacon Small Cap Value Fund Institutional Class 115,553 52.52 178,672 43.97
TSLCX - Transamerica Small Cap Value C 110,398 52.52 112,563 43.97
FASEX - Nuveen Mid Cap Value Fund Class A 110,078 52.52 76,247 43.98
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BlackRock Inc. 747,619 11,252,803 10,505,184 54.71 7.12
Invesco Ltd. 230,256 6,371,303 6,141,047 54.71 3.75
State of Alaska, Department of Revenue 53,183 70,707 46.90 17,524 54.67 303.49
FNDA - Schwab Fundamental U.S. Small Company Index ETF 51,688 210,668 51.24 158,980 49.80 32.51
SWASX - Schwab Global Real Estate Fund 35,613 86,248 51.24 50,635 49.81 70.33
FASEX - Nuveen Mid Cap Value Fund Class A 33,831 110,078 52.52 76,247 43.98 44.37
PURCX - PGIM GLOBAL REAL ESTATE FUND Class C 33,030 523,510 52.52 490,480 43.97 6.73
ASMMX - Invesco Summit Fund Class A 23,400 1,143,900 52.52 1,120,500 43.97 2.09
VGSIX - Vanguard Real Estate Index Fund Investor Shares 23,129 3,593,257 52.52 3,570,128 43.97 0.65
Truist Financial Corp 23,087 30,700 46.94 7,613 54.77 303.26
FSMDX - Fidelity Mid Cap Index Fund 13,585 181,534 52.52 167,949 43.97 8.09
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 13,387 60,011 52.52 46,624 43.97 28.71
TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 10,377 40,996 52.52 30,619 43.96 33.89
THMAX - Thrivent Moderate Allocation Fund Class A 9,207 34,392 52.51 25,185 43.95 36.56
Commonwealth Equity Services, Llc 7,695 92,391 46.92 84,696 54.70 9.09
AALGX - Thrivent Global Stock Fund Class A 6,753 32,084 52.52 25,331 43.98 26.66
KBWY - Invesco KBW Premium Yield Equity REIT ETF 6,659 249,500 51.24 242,841 49.80 2.74
VRTPX - Vanguard Real Estate II Index Fund 4,678 457,487 52.52 452,809 43.97 1.03
SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 4,519 63,039 52.52 58,520 43.97 7.72
JHSC - John Hancock Multifactor Small Cap ETF 4,217 13,862 52.52 9,645 43.96 43.72
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
AVFIX - American Beacon Small Cap Value Fund Institutional Class 63,119 115,553 52.52 178,672 43.97 -35.33
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 55,753 320,649 52.52 376,402 43.97 -14.81
SREAX - PGIM Select Real Estate Fund Class A 41,463 105,158 52.52 146,621 43.97 -28.28
RTXAX - Tax-Managed Real Assets Fund Class A 20,610 5,032 52.46 25,642 43.95 -80.38
Exchange Traded Concepts, Llc 19,705 85,399 46.93 105,104 54.71 -18.75
DFREX - Dfa Real Estate Securities Portfolio - Institutional Class 19,641 534,390 52.52 554,031 43.97 -3.55
BRSDX - MFS Blended Research Small Cap Equity Fund A 14,875 78,551 51.24 93,426 49.80 -15.92
VYSGX - Voya Small Company Fund Class W 14,108 42,254 51.24 56,362 49.80 -25.03
BRUDX - MFS Blended Research Value Equity Fund A 13,114 34,303 51.25 47,417 49.79 -27.66
POAGX - PRIMECAP Odyssey Aggressive Growth Fund 12,700 187,300 52.52 200,000 43.97 -6.35
GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 11,303 79,233 52.52 90,536 43.97 -12.48
PRKAX - PGIM Real Estate Income Fund Class A 9,904 36,695 52.51 46,599 43.97 -21.25
SCHA - Schwab U.S. Small-Cap ETF 9,863 297,625 51.24 307,488 49.80 -3.21
SPRAX - Pgim Qma Mid-cap Value Fund Class A 9,800 4,300 52.56 14,100 43.97 -69.50
FREL - Fidelity MSCI Real Estate Index ETF 9,303 93,777 52.52 103,080 43.97 -9.03
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 8,603 49,501 52.52 58,104 43.97 -14.81
Allspring Global Investments Holdings, LLC 8,069 12,175 46.90 20,244 54.68 -39.86
SCHH - Schwab U.S. REIT ETF 7,377 342,643 51.24 350,020 49.80 -2.11
USRT - iShares Core U.S. REIT ETF 6,282 144,001 52.52 150,283 43.97 -4.18
FESIX - Fidelity SAI Real Estate Index Fund 5,760 29,191 52.52 34,951 43.98 -16.48
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Css Llc/il 0
Capital Fund Management S.a. 0
Name Previous Calls
Littlejohn & Co Llc 0
Bluefin Capital Management, Llc 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Ziegler Capital Management, LLC 11,964 46.89
COPLX - Copley Fund Inc /nv/ 1,000 51.00
Investors Research Corp 300 46.67
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Peregrine Capital Management Llc 276,385 46.93 280,353 54.71
Strs Ohio 103,584 46.93 102,411 54.70
Exchange Traded Concepts, Llc 85,399 46.93 105,104 54.71
Truist Financial Corp 30,700 46.94 7,613 54.77
Oregon Public Employees Retirement Fund 21,462 46.92 23,962 54.71
Louisiana State Employees Retirement System 19,700 52.08 19,600 55.36
Allspring Global Investments Holdings, LLC 12,175 46.90 20,244 54.68
New Mexico Educational Retirement Board 11,800 46.95 15,500 54.71
Byrne Asset Management LLC 3,510 48.43 4,135 54.66
Charter Oak Capital Management, LLC 1,426 46.98 1,266 47.39
Spire Wealth Management 1,393 46.66 1,393 54.56
Geneos Wealth Management Inc. 526 47.53 526 53.23
Umb Bank N A/mo 525 47.62 534 54.31
Arlington Partners LLC 215 46.51 215 55.81
Name Current Shares Current PPS Previous Shares Previous PPS
SCHH - Schwab U.S. REIT ETF 342,643 51.24 350,020 49.80
SCHA - Schwab U.S. Small-Cap ETF 297,625 51.24 307,488 49.80
KBWY - Invesco KBW Premium Yield Equity REIT ETF 249,500 51.24 242,841 49.80
FNDA - Schwab Fundamental U.S. Small Company Index ETF 210,668 51.24 158,980 49.80
NTIAX - Columbia Mid Cap Index Fund Class A 96,297 51.24 95,949 49.80
SWASX - Schwab Global Real Estate Fund 86,248 51.24 50,635 49.81
BRSDX - MFS Blended Research Small Cap Equity Fund A 78,551 51.24 93,426 49.80
VYSGX - Voya Small Company Fund Class W 42,254 51.24 56,362 49.80
SCHB - Schwab U.S. Broad Market ETF 38,086 51.25 37,898 49.79
BRUDX - MFS Blended Research Value Equity Fund A 34,303 51.25 47,417 49.79
SFREX - Schwab Fundamental Global Real Estate Index Fund 6,414 51.29 6,335 49.72
SPMIX - S&P MidCap Index Fund Direct Shares 4,167 51.36 4,167 49.92
RWK - Invesco S&P MidCap 400 Revenue ETF 2,182 51.33 2,338 49.62
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 1,099 50.96 1,032 49.42
PBSM - Invesco PureBeta MSCI USA Small Cap ETF 636 51.89 561 49.91
DDIAX - Delaware Wealth Builder Fund Class A 375 50.67 125 48.00
Delaware Investments Dividend & Income Fund, Inc 225 53.33 108 46.30
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
FNDA - Schwab Fundamental U.S. Small Company Index ETF 51,688 210,668 51.24 158,980 49.80 32.51
SWASX - Schwab Global Real Estate Fund 35,613 86,248 51.24 50,635 49.81 70.33
Truist Financial Corp 23,087 30,700 46.94 7,613 54.77 303.26
KBWY - Invesco KBW Premium Yield Equity REIT ETF 6,659 249,500 51.24 242,841 49.80 2.74
Strs Ohio 1,173 103,584 46.93 102,411 54.70 1.15
NTIAX - Columbia Mid Cap Index Fund Class A 348 96,297 51.24 95,949 49.80 0.36
DDIAX - Delaware Wealth Builder Fund Class A 250 375 50.67 125 48.00 200.00
SCHB - Schwab U.S. Broad Market ETF 188 38,086 51.25 37,898 49.79 0.50
Charter Oak Capital Management, LLC 160 1,426 46.98 1,266 47.39 12.64
Delaware Investments Dividend & Income Fund, Inc 117 225 53.33 108 46.30 108.33
Louisiana State Employees Retirement System 100 19,700 52.08 19,600 55.36 0.51
SFREX - Schwab Fundamental Global Real Estate Index Fund 79 6,414 51.29 6,335 49.72 1.25
PBSM - Invesco PureBeta MSCI USA Small Cap ETF 75 636 51.89 561 49.91 13.37
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 67 1,099 50.96 1,032 49.42 6.49
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Exchange Traded Concepts, Llc 19,705 85,399 46.93 105,104 54.71 -18.75
BRSDX - MFS Blended Research Small Cap Equity Fund A 14,875 78,551 51.24 93,426 49.80 -15.92
VYSGX - Voya Small Company Fund Class W 14,108 42,254 51.24 56,362 49.80 -25.03
BRUDX - MFS Blended Research Value Equity Fund A 13,114 34,303 51.25 47,417 49.79 -27.66
SCHA - Schwab U.S. Small-Cap ETF 9,863 297,625 51.24 307,488 49.80 -3.21
Allspring Global Investments Holdings, LLC 8,069 12,175 46.90 20,244 54.68 -39.86
SCHH - Schwab U.S. REIT ETF 7,377 342,643 51.24 350,020 49.80 -2.11
Peregrine Capital Management Llc 3,968 276,385 46.93 280,353 54.71 -1.42
New Mexico Educational Retirement Board 3,700 11,800 46.95 15,500 54.71 -23.87
Oregon Public Employees Retirement Fund 2,500 21,462 46.92 23,962 54.71 -10.43
Byrne Asset Management LLC 625 3,510 48.43 4,135 54.66 -15.11
RWK - Invesco S&P MidCap 400 Revenue ETF 156 2,182 51.33 2,338 49.62 -6.67
Umb Bank N A/mo 9 525 47.62 534 54.31 -1.69
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