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 6.00 3.51 2.27
Previous Quarter 754 54.00 14.01 24.63

Institutional Ownership Counts

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

Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Current Quarter 298 966 37 2 15 14
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 6 8 0 7 4 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 2 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 1 3 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 334,917 0.00 0.00 0 0.00 0.00
Previous Quarter 2,864,247 0.00 0.00 0 0.00 0.00

Current Quarter Top 20 Holding Institutes

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

Name Shares PPS
Simplex Trading, Llc 1,476,900 0.00
Simplex Trading, Llc 857,200
SWPPX - Schwab S&P 500 Index Fund 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 355,022 3.51
Douglas Lane & Associates, LLC 316,956 0.55
Simplex Trading, Llc 270,600
Commerce Bank 224,386 0.55
DFQTX - U.s. Core Equity 2 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 146,675 3.51
DPST - Direxion Daily Regional Banks Bull 3X Shares 137,410 3.51
Barclays Plc 93,329
IYF - iShares U.S. Financials 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 88,873 3.51
Barber Financial Group, Inc. 80,000 13.99
FAB - First Trust Multi Cap Value 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 69,191 3.51
IMCG - iShares Morningstar Mid-Cap 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 67,526 3.51
IYG - iShares U.S. Financial Services 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 66,280 3.52
California Public Employees Retirement System 65,574
KBC Group NV 63,294
Comerica Bank 62,061
FLCOX - Fidelity 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 58,713 3.51
FLCPX - Fidelity SAI U.S. 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 58,515 3.50
FNCL - Fidelity MSCI Financials Index 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 57,873 3.51

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
Renaissance Technologies Llc 8,056,900 0.01
Susquehanna International Group, Llp 6,063,700 13.99
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 5,736,121 13.99
VIMSX - Vanguard Mid-Cap 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 4,339,634 13.99
VFINX - Vanguard 500 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 4,334,933 13.99
Susquehanna International Group, Llp 3,754,200 13.99
Simplex Trading, Llc 3,473,400 0.01
Qube Research & Technologies Ltd 2,786,874 13.99
King Street Capital Management, L.p. 2,287,500 13.99
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 2,005,326 123.01
Northern Trust Corp 1,722,542 13.99
Simplex Trading, Llc 1,516,200 0.01
Susquehanna International Group, Llp 1,315,003 13.99
XLF - The Financial 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 1,245,706 13.99
Charles Schwab Investment Management Inc 938,866 13.99
Bank Of America Corp /de/ 868,100 13.99
KBWB - Invesco KBW Bank 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 737,959 123.01
Bank Of America Corp /de/ 682,507 13.99
Bank Of America Corp /de/ 641,900 13.99
Douglas Lane & Associates, LLC 637,125 13.99

 

Recent Quarter Analysis

Name Shares PPS
Barclays Plc 93,329
Barber Financial Group, Inc. 80,000 13.99
IMCG - iShares Morningstar Mid-Cap 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 67,526 3.51
IYG - iShares U.S. Financial Services 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 66,280 3.52
KBC Group NV 63,294
Comerica Bank 62,061
FLCOX - Fidelity 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 58,713 3.51
ALTL - Pacer Lunt Large Cap Alternator ETF 54,518 3.50
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 52,758 3.51
USSPX - 500 Index Fund -Member Shares 49,362 3.50
FZIPX - Fidelity ZERO Extended 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 48,180 3.51
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 35,760 3.52
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 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 34,228 3.51
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,630 3.51
Parallel Advisors, LLC 28,926 0.55
NUMV - Nuveen ESG Mid-Cap Value 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 20,006 3.50
Johnson Investment Counsel Inc 15,950 0.56
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 11,250 3.47
SPXL - Direxion Daily S&P 500(R) Bull 3X Shares 10,603 3.49
Baker Avenue Asset Management, LP 8,431 0.59
Name Shares PPS
Renaissance Technologies Llc 8,056,900 0.01
Susquehanna International Group, Llp 6,063,700 13.99
Susquehanna International Group, Llp 6,063,700 13.99
Susquehanna International Group, Llp 6,063,700 13.99
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 5,736,121 13.99
VIMSX - Vanguard Mid-Cap 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 4,339,634 13.99
VFINX - Vanguard 500 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 4,334,933 13.99
Qube Research & Technologies Ltd 2,786,874 13.99
King Street Capital Management, L.p. 2,287,500 13.99
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 2,005,326 123.01
Northern Trust Corp 1,722,542 13.99
XLF - The Financial 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 1,245,706 13.99
Charles Schwab Investment Management Inc 938,866 13.99
Bank Of America Corp /de/ 868,100 13.99
KBWB - Invesco KBW Bank 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 737,959 123.01
Cutler Group LP 616,400 0.00
Cutler Group LP 616,400 0.00
Cutler Group LP 616,400 0.00
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 588,962 140.88
IWR - iShares Russell Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 532,204 13.99
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 510,398 13.99
AMRMX - AMERICAN MUTUAL FUND Class A 446,469 140.88
Envestnet Asset Management Inc 417,863 0.85
Deutsche Bank Ag\ 414,857 13.99
IWS - iShares Russell Mid-Cap 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 385,036 13.99
Credit Suisse Ag/ 338,973 13.99
Rhumbline Advisers 336,790 0.01
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 335,324 130.55
Balyasny Asset Management Llc 333,300 13.99
Nuveen Asset Management, LLC 331,118 0.02
SBMAX - ClearBridge Mid Cap Fund Class A This fund is a listed as child fund of Clearbridge, 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 314,000 140.88
Basswood Capital Management, L.l.c. 289,723 13.99
IVE - iShares S&P 500 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 285,199 13.99
Fisher Asset Management, LLC 271,660 0.01
Abeille Asset Management Sa 265,313 16.47
Capital International Investors 253,220 13.99
Price T Rowe Associates Inc /md/ 244,040 0.01
Principal Financial Group Inc 228,061 13.99
Alliancebernstein L.p. 226,658 13.99
Bnp Paribas Arbitrage, Sa 209,990 13.99
Wells Fargo & Company/mn 207,841 13.99
Inverness Counsel Llc /ny/ 206,853 130.55
State Board Of Administration Of Florida Retirement System 206,192 13.99
Wedgewood Partners Inc 201,834 0.01
LCLAX - ClearBridge Select Fund Class A This fund is a listed as child fund of Clearbridge, 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 199,773 140.88
Duality Advisers, Lp 194,134 13.99
UBS Group AG 191,995 13.99
UBS Group AG 191,995 13.99
UBS Group AG 191,995 13.99
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 188,245 13.99
Sona Asset Management (us) Llc 180,000 13.99
NMANX - Neuberger Berman Mid Cap Growth Fund Investor Class 172,283 123.01
ESGU - iShares ESG MSCI USA 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 157,887 123.01
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 157,032 140.88
SCHX - Schwab U.S. Large-Cap 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 155,255 123.01
Roosevelt Investment Group Llc 153,441 130.55
MSOAX - MainStay MacKay Common Stock Fund Class A 152,664 140.88
Amundi 149,916 13.44
IWB - iShares Russell 1000 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 140,644 13.99
Mackenzie Financial Corp 140,495 13.99
Gratia Capital, Llc 140,000 13.99
State Of Wisconsin Investment Board 138,868 13.99
Engineers Gate Manager LP 133,540 13.99
PREIX - T. Rowe Price Equity Index 500 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 130,707 13.99
Grassi Investment Management 130,000 0.02
CZMVX - Multi-Manager Value Strategies Fund Institutional Class 126,911 123.01
VITNX - Vanguard Institutional Total Stock Market 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 125,763 13.99
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 122,407 130.55
Owl Creek Asset Management, L.P. 108,700 13.99
Millennium Management Llc 106,834 0.01
Tran Capital Management, L.p. 105,000 13.99
Federated Hermes, Inc. 97,988 13.99
First Trust Advisors Lp 97,286 13.99
Saba Capital Management, L.P. 95,560 13.99
VT - Vanguard Total World Stock 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 95,057 140.88
PRPFX - Permanent Portfolio Class I 95,000 140.88
LPL Financial LLC 90,928 13.99
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 85,309 140.88
Pictet Asset Management Sa 83,017 13.99
GSMCX - Goldman Sachs Mid Cap Value Fund Institutional 78,870 123.01
TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 76,954 140.88
Commonwealth Equity Services, Llc 75,163 0.01
Stifel Financial Corp 73,339 13.99
CGGR - Capital Group Growth ETF Share Class 72,499 123.01
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 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 70,230 14.00
NorthCrest Asset Manangement, LLC 69,073 13.99
Fuller & Thaler Asset Management, Inc. 68,030 13.99
Voya Investment Management Llc 65,641 13.99
Virtu Financial LLC 64,783 0.02
Td Asset Management Inc 63,036 0.14
American International Group, Inc. 61,585 14.00
XAOKX - Index 500 Portfolio Initial Class 61,410 13.99
Royal London Asset Management Ltd 61,124 13.99
FAS - Direxion Daily Financial Bull 3X Shares 60,746 140.88
DFAC - Dimensional U.S. Core Equity 2 ETF 60,590 140.88
FZILX - Fidelity ZERO International 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 60,439 140.89
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 60,172 13.99
Mariner, LLC 59,857 0.02
IIVAX - Transamerica Small/Mid Cap Value A 59,600 140.87
Canada Pension Plan Investment Board 59,443 14.00
Walleye Trading LLC 59,000 13.98
Beese Fulmer Investment Management, Inc. 58,926 13.98
JHMM - John Hancock Multifactor Mid Cap ETF 54,007 140.89
Kestra Advisory Services, LLC 53,624 13.99
CIBC World Markets Inc. 53,490 0.02
RYF - Invesco S&P 500 Equal Weight Financials 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 52,335 140.88
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 51,989 140.88
Nordea Investment Management Ab 51,253 13.42
State Of Michigan Retirement System 51,023 13.99
Ameriprise Financial Inc 50,213 13.98
Checchi Capital Advisers, LLC 50,000 0.02
Checchi Capital Advisers, LLC 50,000 0.02
Grace & White Inc /ny 50,000 14.00
Capital Insight Partners, Llc 48,549 13.99
MetLife Investment Management, LLC 47,931 14.00
Rpo Llc 47,000 14.00
Tredje AP-fonden 46,163 13.99
Advisor Group Holdings, Inc. 45,115 13.99
Ar Asset Management Inc 44,760 0.02
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 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 44,397 13.99
FMEIX - Fidelity Mid Cap Enhanced 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 43,977 123.02
Ethic Inc. 43,328 13.99
Anqa Management Llc 43,000 0.02
Public Sector Pension Investment Board 42,539 13.99
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 41,423 14.00
SSEYX - State Street Equity 500 Index II Portfolio 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 40,600 13.99
WEHIX - Hickory Fund 40,000 121.90
Capula Management Ltd 40,000 14.00
Capula Management Ltd 40,000 14.00
Proficio Capital Partners LLC 39,676 1.03
Morling Financial Advisors, LLC 39,528 13.99
Connacht Asset Management LP 38,600 13.99
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 38,222 14.00
JFIVX - 500 Index Trust NAV 36,834 13.98
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 36,793 14.00
FTA - First Trust Large Cap Value 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 35,178 140.88
CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A 34,299 13.99
ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33,986 123.02
Covington Capital Management 33,064 130.56
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 32,876 140.89
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 32,600 13.99
Scotia Capital Inc. 32,391 13.99
SUSL - iShares ESG MSCI USA Leaders 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 32,081 123.00
VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32,016 13.99
Verition Fund Management LLC 32,000 14.00
Aj Wealth Strategies, Llc 31,738 13.99
Cambridge Investment Research Advisors, Inc. 31,688
ENSBX - Ensemble Fund 31,654 140.87
Ing Groep Nv 31,570 14.00
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 31,495 14.00
American Century Companies Inc 31,016 13.93
Coastal Bridge Advisors, LLC 30,862 14.00
Roberts Wealth Advisors, LLC 30,842 13.78
GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 30,410 130.55
PLPIX - LargeCap S&P 500 Index Fund R-1 30,268 140.87
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 29,897 140.88
Neuberger Berman Group LLC 29,457 13.99
New York Life Investment Management Llc 29,047 13.98
CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A 28,953 13.99
FLCEX - Fidelity Large Cap Core Enhanced 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 28,622 127.59
DekaBank Deutsche Girozentrale 28,008
Bank Of The West 27,790 121.88
VRNIX - Vanguard Russell 1000 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 27,699 123.00
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 27,453 13.99
DFUS - Dimensional U.S. Equity ETF 27,347 140.89
Zurcher Kantonalbank (Zurich Cantonalbank) 26,731 13.99
Mutual Of America Capital Management Llc 26,574 14.00
VSTIX - Stock Index Fund 26,487 123.00
Mirae Asset Global Investments Co., Ltd. 25,433 14.00
Quantinno Capital Management LP 25,354 14.00
VVMCX - Mid Cap Value Fund 25,016 123.00
Boothbay Fund Management, Llc 25,000 14.00
Boothbay Fund Management, Llc 25,000 14.00
AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,934 123.00
Liontrust Investment Partners LLP 24,233 13.99
FIMVX - Fidelity Mid 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 24,061 14.01
Xponance, Inc. 23,871 13.99
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 23,797 13.99
Lindbrook Capital, Llc 21,918 14.01
Penserra Capital Management LLC 21,787
Teacher Retirement System Of Texas 20,345
MXVIX - Great-West S&P 500 Index Fund Investor Class 19,639 14.00
Baldwin Brothers Inc/ma 19,520 13.99
Nissay Asset Management Corp /japan/ /adv 19,143 14.00
Thrivent Financial For Lutherans 18,923
BNP Paribas Asset Management Holding S.A. 18,600
CLSUX - ClearBridge Sustainability Leaders Fund Class A This fund is a listed as child fund of Clearbridge, 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 18,590 140.88
CenterStar Asset Management, LLC 18,500 14.00
SWMCX - Schwab U.S. Mid-Cap Index Fund 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 18,350 140.87
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 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 18,109 140.87
IMCB - iShares Morningstar Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,544 140.90
Pathstone Family Office, Llc 17,492 14.01
Blair William & Co/il 16,929 14.00
VVIPX - Voya VACS Index Series S Portfolio 16,778 14.01
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 16,600 121.87
DFAU - Dimensional US Core Equity Market ETF 16,371 140.86
ILCG - iShares Morningstar Large-Cap 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 15,714 140.89
Securian Asset Management, Inc 15,351 14.01
SG Americas Securities, LLC 15,308
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 15,195 14.02
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 15,044 140.85
National Bank Of Canada /fi/ 15,013 13.99
Capital Management Associates /ny/ 15,000 14.00
SSO - ProShares Ultra S&P500 14,997 123.02
VRTTX - Vanguard Russell 3000 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 14,820 123.01
LBGAX - ClearBridge Mid Cap Growth Fund Class A This fund is a listed as child fund of Clearbridge, 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 14,806 140.89
Oregon Public Employees Retirement Fund 14,409 14.02
Lido Advisors, LLC 14,140 14.00
Cinctive Capital Management LP 14,100 13.97
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 14,045 13.96
Highlander Capital Management, LLC 14,000
Cetera Advisor Networks LLC 13,933 14.00
Tower Research Capital LLC (TRC) 13,926
PMPRX - MidCap Value Fund I R-3 13,689 140.92
Cubist Systematic Strategies, LLC 13,401 13.95
Valeo Financial Advisors, LLC 13,302 13.98
Valeo Financial Advisors, LLC 13,302 13.98
Integrated Wealth Concepts LLC 13,271
MIEAX - MM S&P 500 Index Fund Class R4 13,173 13.97
Toroso Investments, LLC 13,112
XYLD - Global X S&P 500 Covered Call 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 13,077 140.86
REUYX - Sustainable Equity Fund Class Y 13,040 140.87
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 12,800 13.98
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 12,665 13.98
Northside Capital Management, LLC 12,490 14.01
Louisiana State Employees Retirement System 12,100 13.97
GEQYX - EQUITY INDEX FUND Institutional 11,885 13.97
PBUS - Invesco PureBeta MSCI USA 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 11,685 122.98
Stratos Wealth Partners, LTD. 11,276 14.01
Independent Advisor Alliance 11,176 13.96
VSRDX - U.S. Socially Responsible Fund 11,160 123.03
Vontobel Holding Ltd. 10,984 14.02
PTLC - Pacer Trendpilot US Large Cap ETF 10,950 140.91
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 10,675 13.96
UPRO - ProShares UltraPro S&P500 10,449 122.98
Allspring Global Investments Holdings, LLC 10,282 14.01
Austin Asset Management Co Inc 10,275 14.01
Mml Investors Services, Llc 10,239
Migdal Insurance & Financial Holdings Ltd. 10,162
NSRKK - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 10,133 14.01
Evercore Wealth Management, LLC 10,100 13.96
Teza Capital Management LLC 10,074 14.00
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 10,072 140.89
IXG - iShares Global Financials 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 10,062 14.01
Brant Point Investment Management Llc 10,000 14.00
Permian Investment Partners, LP 10,000 14.00
JSTC - Adasina Social Justice All Cap Global ETF 9,939 123.05
RWGFX - RiverPark/Wedgewood Fund Retail Class 9,933 13.99
RiverPark Advisors, LLC 9,933 13.99
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 9,667 13.97
CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF 9,321 13.95
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 8,749 13.94
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 8,263 14.04
Allstate Investment Management Co 7,869 121.87
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 7,832 121.94
BBVLX - Bridge Builder Large Cap Value Fund 7,615 14.05
SDLAX - SIIT Dynamic Asset Allocation Fund - Class A 7,601 123.01
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 7,208 14.01
USXF - iShares ESG Advanced MSCI USA 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 7,088 123.02
CFA - VictoryShares US 500 Volatility Wtd ETF 6,983 14.03
PREFX - T. Rowe Price Tax-Efficient 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 6,600 123.03
GRMAX - Nationwide S&P 500 Index Fund Class A 6,365 140.93
GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5,960 122.99
Cove Street Capital, LLC 5,948
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 5,815 13.93
Capstone Investment Advisors, Llc 5,800 13.97
Capstone Investment Advisors, Llc 5,800 13.97
Capstone Investment Advisors, Llc 5,800 13.97
WFIOX - Wells Fargo Index Fund Administrator Class 5,604 122.95
BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 5,410 14.05
HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 5,393 13.91
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 5,297 13.97
Atria Wealth Solutions, Inc. 5,036 121.92
PAGRX - Aggressive Growth Portfolio Class I 5,000 140.80
SLGFX - SIMT Large Cap Index Fund Class F 4,873 13.95
BGRWX - Barrett Growth Fund 4,500 123.11
SFAAX - Wells Fargo Index Asset Allocation Fund Class A 4,366 13.97
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 4,299 13.96
SSPIX - SIMT S&P 500 Index Fund Class F 4,259 14.09
MVIAX - Praxis Value Index Fund Class A 4,180 13.88
SHLDX - Ziegler FAMCO Hedged Equity Fund Institutional 4,110 13.87
SCPAX - Siit Large Cap Disciplined Equity Fund - Class A 4,099 127.59
Harbor Capital Advisors, Inc. 4,049 14.08
PESAX - LargeCap Value Fund III R-1 3,964 140.77
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 3,692 14.08
Ellevest, Inc. 3,685 14.11
USPX - Franklin LibertyQ Global Equity ETF 3,582 13.96
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 3,502 13.99
PENN SERIES FUNDS INC - Index 500 Fund 3,468 14.13
NTSX - WisdomTree 90/60 U.S. Balanced Fund N/A 3,238 13.90
Wellington Shields Capital Management, LLC 3,178 13.85
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 3,078 13.97
DTD - WisdomTree U.S. Total Dividend Fund N/A 2,956 13.87
JETSX - Total Stock Market Index Trust NAV 2,911 14.08
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 2,805 13.90
RYAWX - S&P 500 Pure Growth Fund Class H 2,653 130.42
VCULX - Growth Fund 2,586 127.61
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 2,470 130.36
WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 2,400 140.83
RETSX - Tax-Managed U.S. Large Cap Fund Class S 2,386 140.82
TLSTX - Stock Index Fund 2,292 13.96
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 2,290 13.97
Ameritas Investment Partners, Inc. 2,287 13.99
HNDRX - Horizon Defined Risk Fund Investor Class 2,185 123.11
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 2,153 130.52
DFLV - Dimensional US Large Cap Value ETF 2,107 140.96
BFOR - Barron's 400 ETF 2,076 122.83
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 2,064 14.05
Drw Securities, L.l.c. 2,048 130.37
Banque Cantonale Vaudoise 2,040
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 1,997 14.02
KOKU - Xtrackers MSCI Kokusai Equity ETF 1,976 122.98
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 1,865 13.94
AMOMX - AQR Large Cap Momentum Style Fund Class I 1,840 14.13
SHE - SPDR SSGA Gender Diversity Index 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 1,802 13.87
SBSPX - QS S&P 500 Index Fund Class A 1,752 14.27
HESGX - Horizon ESG Defensive Core Fund Investor Class 1,738 123.13
NZUS - SPDR MSCI USA Climate Paris Aligned ETF 1,599 13.76
Guggenheim Active Allocation Fund 1,594 122.96
RYKIX - Banking Fund Investor Class 1,592 13.82
Desjardins Global Asset Management Inc. 1,579
Signaturefd, Llc 1,555 14.15
First Horizon Advisors, Inc. 1,525 13.77
DLCFX - Destinations Large Cap Equity Fund Class I 1,525 123.28
Caz Investments Lp 1,500
SPUSX - Symmetry Panoramic US Equity Fund Class I Shares 1,491 122.74
Healthcare Of Ontario Pension Plan Trust Fund 1,405 14.23
NZAC - SPDR MSCI ACWI Low Carbon Target 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 1,248 13.62
DFSU - Dimensional US Sustainability Core 1 ETF 1,243 140.79
Alpha Paradigm Partners, LLC 1,216 121.71
GVIZX - Value Equity Index Fund Investor 1,189 14.30
DeepCurrents Investment Group LLC 1,180 1399.15
DeepCurrents Investment Group LLC 1,180 1399.15
Profunds - Profund Vp Financials 1,111 14.40
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 1,110 14.41
Sentry Investment Management Llc 1,100
GWM Advisors LLC 1,095 13.70
NCGFX - New Covenant Growth Fund 1,080 13.89
Parkside Financial Bank & Trust 1,021 13.71
AdvisorNet Financial, Inc 1,020 13.73
GPS Wealth Strategies Group, LLC 1,007 13.90
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 1,006 141.15
CI Private Wealth, LLC 1,000 14.00
CI Private Wealth, LLC 1,000 14.00
Castleview Partners, Llc 1,000 14.00
Atika Capital Management LLC 1,000 1399.00
RYNVX - Nova Fund Investor Class 997 14.04
Blume Capital Management, Inc. 980 14.29
BKUS - BNY Mellon Sustainable US Equity ETF 971 141.09
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 962 13.51
SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares 949 123.29
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 936 13.89
RAZAX - Multi-Asset Growth Strategy Fund Class A 936 141.03
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 925 140.54
Covestor Ltd 795
XVV - iShares ESG Screened S&P 500 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 775 14.19
VLU - SPDR S&P 1500 Value Tilt 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 754 14.59
TOK - iShares MSCI Kokusai 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 723 141.08
CVLC - Calvert US Large-Cap Core Responsible Index ETF 706 14.16
Zrc Wealth Management, Llc 653 13.78
AVSU - Avantis Responsible U.S. Equity ETF 621 122.38
Clean Yield Group 616 14.61
Ancora Advisors, LLC 611 14.73
Alta Advisers Ltd 600 13.33
BGSSX - Baillie Gifford Global Stewardship Equities Fund Institutional Class 598 122.07
Spire Wealth Management 585 13.68
Private Ocean, LLC 575 13.91
RYTTX - S&P 500 2x Strategy Fund A 574 13.94
CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 533 13.13
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 500 124.00
Point72 Middle East FZE 491 14.26
CAVAX - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 491 122.20
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 491 14.26
USNZ - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 485 123.71
RYSOX - S&P 500 Fund Class A 473 14.80
PLRG - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 470 14.89
RYFIX - Financial Services Fund Investor Class 461 13.02
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 454 13.22
HCESX - The ESG Growth Portfolio HC Strategic Shares 429 13.99
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 402 121.89
Massmutual Trust Co Fsb/adv 374 13.37
ONOF - Global X Adaptive U.S. Risk Management 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 364 123.63
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 336 14.88
TVVAX - Guggenheim RBP Large-Cap Value Fund Class A 310 12.90
Armstrong Advisory Group, Inc 307 13.03
Bangor Savings Bank 300 13.33
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 257 15.56
CoreFirst Bank & Trust 238 12.61
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 215 13.95
NULC - Nuveen ESG Large-Cap 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 214 140.19
Profunds - Profund Vp Large-cap Growth 197 131.98
Northwest Investment Counselors, Llc 166 12.05
SPXE - S&P 500 ex-Energy ETF 162 123.46
SRS Capital Advisors, Inc. 161 12.42
Smithfield Trust Co 150
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 149 120.81
QAAGTX - T. Rowe Price Equity Index 500 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 138 14.49
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 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 14.60
Brown Shipley& Co Ltd 134 14.93
HighMark Wealth Management LLC 120 16.67
HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 109 18.35
Baystate Wealth Management LLC 106 9.43
Bell Investment Advisors, Inc 101 9.90
Pinnacle Bancorp, Inc. 100 10.00
ICA Group Wealth Management, LLC 100 10.00
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 100 10.00
JNBA Financial Advisors 100 10.00
Zions Bancorporation, N.A. 98 10.20
Trust Co Of Vermont 95 10.53
EverSource Wealth Advisors, LLC 94 10.64
WWMCX - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 88 136.36
Carmel Capital Partners, LLC 87 11.49
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 86 11.63
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 78 128.21
ARAAX - Horizon Active Risk Assist Fund Advisor Class 77 116.88
HHM Wealth Advisors, LLC 75 13.33
American Research & Management Co. 65 123.08
Eagle Bay Advisors LLC 62 16.13
Whittier Trust Co Of Nevada Inc 60 16.67
Laurel Wealth Advisors LLC 60 16.67
NSFJX - Natixis Sustainable Future 2045 Fund Class N 59 135.59
Red Tortoise LLC 56 17.86
NSFKX - Natixis Sustainable Future 2050 Fund Class N 54 148.15
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 50 20.00
Tsfg, Llc 48
NSFFX - Natixis Sustainable Future 2030 Fund Class N 46 130.43
Lee Financial Co 44 22.73
CENTRAL TRUST Co 35
Mascoma Wealth Management LLC 32
NSFMX - Natixis Sustainable Future 2060 Fund Class N 31 129.03
IFP Advisors, Inc 26 115.38
WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 26 115.38
Versant Capital Management, Inc 25
NSFEX - Natixis Sustainable Future 2025 Fund Class N 23 130.43
Archer Investment Corp 21
PSI Advisors, LLC 20
WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 13
Lazard Asset Management Llc 12
VDNI - V-Shares US Diversity ETF 8 125.00
Grey Fox Wealth Advisors, LLC 5
ZSPY - ASYMmetric Smart Alpha S&P 500 ETF 5
McClarren Financial Advisors, Inc. 5
Burleson & Company, LLC 5 200.00
Carolinas Wealth Consulting Llc 4
Schubert & Co 3
SJS Investment Consulting Inc. 3
USA Financial Portformulas Corp 2
Values First Advisors, Inc. 1
Lord, Abbett & Co. Llc
Maven Securities LTD
Monashee Investment Management LLC
BlackRock Inc.
CX Institutional
Graves-Light Private Wealth Management, Inc.
Almanack Investment Partners, LLC.
Curi Wealth Management, LLC
ACG Wealth
VANGUARD GROUP INC
Alpha Cubed Investments, LLC
Longfellow Investment Management Co Llc
Trustcore Financial Services, Llc
UTRN - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
Seelaus Asset Management LLC
Meristem Family Wealth, LLC
Point72 Asset Management, L.P.
Highland Private Wealth Management
Prospera Financial Services Inc
DAVENPORT & Co LLC
Mayflower Financial Advisors, LLC
Stephens Inc /ar/
Lifeworks Advisors, LLC
Philadelphia Financial Management of San Francisco, LLC
Centiva Capital, LP
Patriot Financial Group Insurance Agency, LLC
Kayne Anderson Rudnick Investment Management Llc
Nomura Holdings Inc
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
Allworth Financial LP
CSM - ProShares Large Cap Core Plus
GSUS - Goldman Sachs MarketBeta U.S. Equity ETF
Vestmark Advisory Solutions, Inc.
JDVSX - JPMorgan Diversified Fund Class I
Livforsakringsbolaget Skandia, Omsesidigt
GSPY - Gotham Enhanced 500 ETF
Tudor Investment Corp Et Al
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Royal Bank Of Canada
Tudor Investment Corp Et Al
JPDEX - JPMorgan Tax Aware Equity Fund Class I
EUSA - iShares MSCI USA Equal Weighted 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
Pacer Advisors, Inc.
HSSAX - Emerald Banking and Finance Fund Class A
South Dakota Investment Council
Natixis
Mount Yale Investment Advisors, LLC
Ostrum Asset Management
Hamilton Point Investment Advisors, LLC
GPROX - Grandeur Peak Global Reach Fund Investor Class
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
Artisan Partners Limited Partnership
Hsbc Holdings Plc
Crestline Management, LP
Forsta Ap-fonden
Institutional & Family Asset Management, Llc
WealthPLAN Partners, LLC
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
Royal Bank Of Canada
Parallax Volatility Advisers, L.P.
Parallax Volatility Advisers, L.P.
Parallax Volatility Advisers, L.P.
SSPY - Syntax Stratified LargeCap ETF
USSG - Xtrackers MSCI USA ESG Leaders Equity ETF
Belvedere Trading LLC
TSPA - T. Rowe Price U.S. Equity Research ETF
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
Cibc World Markets Corp
Royal Bank Of Canada
Cedar Mountain Advisors, LLC
Standard Life Aberdeen plc
Advisory Services Network, LLC
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
Dupont Capital Management Corp
Private Advisor Group, LLC
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
Bamco Inc /ny/
BBGSX - Bridge Builder Small/Mid Cap Growth Fund
PineBridge Investments, L.P.
SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
CVMC - Calvert US Mid-Cap Core Responsible Index ETF
CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A
Interval Partners, LP
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
Everence Capital Management Inc
Tang Capital Management Llc
Dorsey & Whitney Trust CO LLC
Tnf Llc
Kcm Investment Advisors Llc
Korea Investment CORP
Legal & General Group Plc
GSPIX - Goldman Sachs Capital Growth Fund Institutional
Janus Henderson Group Plc
Citadel Advisors Llc
VBINX - Vanguard Balanced 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
Legacy Wealth Asset Management, LLC
Ninety One UK Ltd
Putnam ETF Trust - Putnam Sustainable Future ETF -
Moody Lynn & Lieberson, Llc
Raymond James & Associates
Allianz Asset Management GmbH
Franklin Resources Inc
Vantage Consulting Group Inc
NSFOX - Natixis Sustainable Future 2065 Fund Class N
Columbus Macro, LLC
Alberta Investment Management Corp
TGVFX - Growth Opportunities Fund Class A
Northwestern Mutual Investment Management Company, Llc
Twin Tree Management, LP
Geode Capital Management, Llc
Nomura Holdings Inc
Caisse De Depot Et Placement Du Quebec
Fortitude Advisory Group L.L.C.
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
CLSE - Convergence Long/Short Equity ETF
BBR ALO Fund, LLC
Umb Bank N A/mo
JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies 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
Bayesian Capital Management, LP
Nomura Holdings Inc
Interval Partners, LP
Public Employees Retirement Association Of Colorado
SSSPX - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 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
HFMCX - THE HARTFORD MIDCAP FUND Class A
Walleye Capital LLC
Marathon Asset Mgmt Ltd
Barden Capital Management, Inc.
Scopus Asset Management, L.p.
STATE STREET CORP
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class
Par Capital Management Inc
State of New Jersey Common Pension Fund D
Gulf International Bank (UK) Ltd
Exchange Traded Concepts, Llc
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
MQS Management LLC
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
New York State Common Retirement Fund
Larson Financial Group LLC
Occudo Quantitative Strategies Lp
DLN - WisdomTree U.S. LargeCap Dividend Fund N/A
Scoggin Management Lp
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
SMDVX - Hartford Schroders US MidCap Opportunities Fund Class A
BDO Wealth Advisors, LLC
SRB Corp
State of Alaska, Department of Revenue
Citigroup Inc
Scoggin Management Lp
Arctis Global LLC
JustInvest LLC
Manufacturers Life Insurance Company, The
RidgeWorth Capital Management LLC
Heritage Financial Services, LLC
NSFGX - Natixis Sustainable Future 2035 Fund Class N
Trexquant Investment LP
GSLIX - Goldman Sachs Large Cap Value Fund Institutional
Twin Tree Management, LP
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
AGTHX - GROWTH FUND OF AMERICA Class A
Candriam Luxembourg S.C.A.
GGSOX - Grandeur Peak Global Stalwarts Fund Investor Class
State of Tennessee, Treasury Department
Somerset Trust Co
Point72 Hong Kong Ltd
Clear Street Markets Llc
Profunds - Profund Vp Bull
USS Investment Management Ltd
Beacon Pointe Advisors, LLC
Cerity Partners LLC
Ergoteles LLC
Ameritas Advisory Services, LLC
PGGM Investments
Alpine Global Management, LLC
Ropes Wealth Advisors Llc
TPLE - Timothy Plan US Large/Mid Cap Core Enhanced ETF
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
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
QCSCRX - Social Choice Account Class R1
Endurance Wealth Management, Inc.
Goldman Sachs Group Inc
TVEAX - Guggenheim RBP Dividend Fund Class A
WRAAX - Wilmington Global Alpha Equities Fund Class A Shares
Artemis Investment Management LLP
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
Maltese Capital Management Llc
PMSBX - MidCap Fund (f/k/a MidCap Blend Fund) R-1
GTAPX - Quantitative U.S. Long/Short Equity Portfolio
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
IPG Investment Advisors LLC
TSAMX - Thornburg Summit Fund - Class A
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
SSAQX - State Street U.S. Core Equity Fund
Country Trust Bank
Penobscot Investment Management Company, Inc.
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
Elk River Wealth Management, LLC
DIAMX - Diamond Hill Long-Short Fund Class A
O'shaughnessy Asset Management, Llc
GAOAX - JPMorgan Global Allocation Fund Class A
FinTrust Capital Advisors, LLC
Norinchukin Bank, The
West Oak Capital, LLC
Mine & Arao Wealth Creation & Management, LLC.
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
SPHQ - Invesco S&P 500 Quality 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
Sumitomo Life Insurance Co
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
Symmetry Partners, LLC
Arlington Partners LLC
Profunds - Profund Vp Large-cap Value
Williams Jones Wealth Management, LLC.
TLGUX - Large Cap Equity Fund
FTXO - First Trust Nasdaq Bank ETF 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
Gotham Asset Management, LLC
Empire Life Investments Inc.
Toth Financial Advisory Corp
SBRAX - Segall Bryant & Hamill All Cap Fund Retail Class
RMYAX - Multi-Strategy Income Fund Class A
Douglass Winthrop Advisors, LLC
ILESX - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 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
Employees Retirement System of Texas
Sapience Investments, LLC
Hartland & Co., LLC
MRGAX - MFS Core Equity Fund A
Wolverine Trading, Llc
Concord Wealth Partners
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
Syverson Strege & Co
Jones Financial Companies Lllp
TIG Advisors, LLC
SSMGX - Sit Small Cap Growth Fund
QLMMIX - ClearBridge Variable Mid Cap Portfolio Class I This fund is a listed as child fund of Clearbridge, 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
CRMEX - CRM All Cap Value Fund Investor Shares
Schroder Investment Management Group
Angeles Investment Advisors, LLC
Seven Eight Capital, Lp
Alps Advisors Inc
Oppenheimer Asset Management Inc.
Tiaa, Fsb
FIL Ltd
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
Cottage Street Advisors LLC
Old Mission Capital Llc
Congress Asset Management Co /ma
PACIFIC SELECT FUND - Equity Index Portfolio Class I
RPG - Invesco S&P 500 Pure Growth 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
TDFAX - Transamerica Dividend Focused A
EWG Elevate Inc.
VSEQX - Vanguard Strategic Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Southeast Asset Advisors Inc.
Giverny Capital Inc.
Impax Asset Management Group plc
Osterweis Capital Management Inc
Fifth Third Bancorp
XFBRX - Mid Cap Portfolio Investor Class
Sierra Capital LLC
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
Quadrature Capital Ltd
FNDX - Schwab Fundamental U.S. Large Company 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
Picton Mahoney Asset Management
VVIMX - Voya VACS Index Series MC Portfolio
Covea Finance
Goldman Sachs Group Inc
Twin Lakes Capital Management, LLC
FORA Capital, LLC
Fox Run Management, L.l.c.
Antara Capital LP
Antara Capital LP
Phocas Financial Corp.
Davidson Investment Advisors
Public Employees Retirement System Of Ohio
PMVAX - Putnam Sustainable Future Fund Class A Shares
Azimuth Capital Investment Management LLC
Intech Investment Management Llc
RIFAX - U.S. Strategic Equity Fund
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
Comerica Securities,inc.
QLV - FlexShares US Quality Low Volatility 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
SAMVX - Virtus Ceredex Mid-Cap Value Equity Fund Class A
Aspen Grove Capital, LLC
Fred Alger Management, Llc
Missouri Trust & Investment Co
Vaughan Nelson Investment Management, L.p.
Iszo Capital Management Lp
Baillie Gifford & Co
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
Bradley & Co. Private Wealth Management, LLC
JNL SERIES TRUST - JNL/Baillie Gifford U.S. Equity Growth Fund (I)
Putnam Investments Llc
Bridgewater Associates, LP
Man Group plc
Patten Group, Inc.
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 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
MCF Advisors LLC
TVMAX - Guggenheim RBP Large-Cap Market Fund Class A
GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
CCAFX - Calvert Mid-Cap Fund Class A
Wolverine Trading, Llc
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
Twin Tree Management, LP
Wolverine Trading, Llc
VHIAX - JPMorgan Growth Advantage Fund Class A
Howland Capital Management Llc
Ruedi Wealth Management, Inc.
Park Avenue Securities Llc
Worldquant Millennium Advisors Llc
Ceredex Value Advisors LLC
Leith Wheeler Investment Counsel Ltd.
Beacon Capital Management, LLC
Chapman Investment Management, LLC
Logan Capital Management Inc
Empirical Finance, LLC
ANEFX - NEW ECONOMY FUND Class A
Harvest Group Wealth Management, Llc
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
Rafferty Asset Management, LLC
Advisors Capital Management, LLC
United Capital Financial Advisers, Llc
Group One Trading, L.p.
M&t Bank Corp
Kiwi Wealth Investments Limited Partnership
PARMX - Parnassus Mid Cap Fund Investor Shares
SMCWX - SMALLCAP WORLD FUND INC Class A
RSEAX - U.S. Strategic Equity Fund Class A
HLEIX - JPMorgan Equity Index Fund Class I
Rsm Us Wealth Management Llc
EPS - WisdomTree U.S. LargeCap Fund N/A
Handelsinvest Investeringsforvaltning
Samlyn Capital, Llc
Pflug Koory, LLC
SDYAX - SIMT Dynamic Asset Allocation Fund Class F
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
APFDX - Artisan Global Discovery Fund Investor Shares
Truist Financial Corp
SUSSX - State Street Institutional U.S. Equity Fund Service Class 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
DHMAX - Diamond Hill Small-Mid Cap Fund Class A
Jfs Wealth Advisors, Llc
Syntax Advisors, Llc
Alecta Pensionsforsakring, Omsesidigt
Moneta Group Investment Advisors Llc
Fund Management at Engine No. 1 LLC
Winton Capital Group Ltd
Hm Payson & Co
Cabot Wealth Management Inc
Ground Swell Capital, LLC
Parnassus Investments /ca
SIBAX - Sit Balanced Fund
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
BlueMar Capital Management, LLC
Guggenheim Strategic Opportunities Fund
Yousif Capital Management, Llc
Peapack Gladstone Financial Corp
JMNAX - JPMorgan Research Market Neutral Fund Class A
Reynders McVeigh Capital Management, LLC
BOK Financial Private Wealth, Inc.
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
PMSAX - Global Multi-Strategy Fund Class A
Jefferies Financial Group Inc.
Middleton & Co Inc/ma
PSIAX - PGIM QMA STOCK INDEX FUND Class A
Pier 88 Investment Partners Llc
James Hambro & Partners
Bleakley Financial Group, LLC
Jackson Square Capital, Llc
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
Natixis Advisors, L.p.
SSUSX - State Street U.S. Equity V.I.S. Fund Class 1 Shares 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
Junto Capital Management LP
Glenmede Trust Co Na
MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
DnB Asset Management AS
BARAX - BARON ASSET FUND
Citadel Advisors Llc
Equitable Holdings, Inc.
Bank Of Hawaii
FDx Advisors, Inc.
NOLVX - Northern Large Cap Value Fund
Cresset Asset Management, LLC
Westwood Holdings Group Inc
Alyeska Investment Group, L.P.
Metropolitan Life Insurance Co/ny
Ieq Capital, Llc
Elizabeth Park Capital Advisors, Ltd.
Running Oak Capital LLC
Cooper Financial Group
Harbour Capital Advisors, LLC
Kb Financial Partners, Llc
Brown Advisory Inc
CLRG - IQ Chaikin U.S. Large Cap ETF
Hahn Capital Management Llc
Regions Financial Corp
Pearl River Capital, LLC
JTC Employer Solutions Trusteee Ltd
FTVNX - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
Amalgamated Bank
GPM Growth Investors, Inc.
Gerber Kawasaki Wealth & Investment Management
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility 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
HCEGX - The Growth Equity Portfolio HC Strategic Shares
VNLRX - Virtus SGA New Leaders Growth Fund Class R6
Barrett & Company, Inc.
Machina Capital S.a.s.
CenterBook Partners LP
Greenleaf Trust
Maryland State Retirement & Pension System
RMB Capital Management, LLC
Raleigh Capital Management Inc.
Advanced Series Trust - Ast Mid-cap Growth Portfolio
VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
PRDMX - T. Rowe Price Diversified Mid-Cap 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
Profunds - Profund Vp Banks
Private Wealth Partners, LLC
NOSIX - Northern Stock Index Fund
VMNFX - Vanguard Market Neutral 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
Moors & Cabot, Inc.
HCVEX - The Value Equity Portfolio HC Strategic Shares
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
Victory Capital Management Inc
National Asset Management, Inc.
Capital World Investors
Quarry LP
Glassman Wealth Services
Sonnipe Ltd
Systematic Financial Management Lp
Makaira Partners LLC
Axa S.a.
Hall Laurie J Trustee
Mitsubishi UFJ Trust & Banking Corp
Baker Tilly Financial, Llc
National Pension Service
IFM Investors Pty Ltd
King Luther Capital Management Corp
SSPGX - State Street Institutional Premier Growth Equity Fund Investment Class 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
Roble, Belko & Company, Inc
Lombard Odier Asset Management (Switzerland) SA
Handelsbanken Fonder AB
DoubleLine ETF Adviser LP
Stephenson National Bank & Trust
Kynikos Associates LP
MVSRX - Mar Vista Strategic Growth Fund Retirement Shares
Sei Investments Co
New England Capital Financial Advisors LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
Aureus Asset Management, LLC
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
Thompson Siegel & Walmsley Llc
Cetera Investment Advisers
Money Concepts Capital Corp
FIFNX - Fidelity Founders 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
Sage Rhino Capital Llc
Zenyatta Capital Management LP
Cumberland Partners Ltd
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
Clearbridge Investments, LLC
WPVLX - Partners Value Fund - Investor Class
Washington Trust Advisors, Inc.
Chartwell Investment Partners, Llc
Weiss Multi-Strategy Advisers LLC
Edgestream Partners, L.P.
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
Great West Life Assurance Co /can/
UYG - ProShares Ultra Financials
AMGAX - Alger MidCap Growth Fund Class A
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class
Welch & Forbes Llc
Metis Global Partners, LLC
XVOL - Acruence Active Hedge U.S. Equity ETF
C WorldWide Group Holding A/S
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
GSEW - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Pnc Financial Services Group, Inc.
Aqr Capital Management Llc
Nomura Asset Management Co Ltd
ERn Financial, LLC
Robeco Institutional Asset Management B.V.
Coldstream Capital Management Inc
Citadel Advisors Llc
Jane Street Group, Llc
Gluskin Sheff & Assoc Inc
IVINX - Ivy Global Growth Fund Class A
Vanguard Group Inc
GSPFX - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
Howard Financial Services, Ltd.
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
GPGOX - Grandeur Peak Global Opportunities Fund Investor Class
Norges Bank
Gsa Capital Partners Llp
North Reef Capital Management LP
Daiwa Securities Group Inc.
Camden Capital, LLC
FLDZ - RiverNorth Patriot ETF
Coronation Fund Managers Ltd.
NENGX - Northern Engage360 Fund
SLGAX - SIMT Large Cap Fund Class F
Clear Street Markets Llc
Romano Brothers And Company
CRIMX - CRM MID CAP VALUE FUND INSTITUTIONAL
Citigroup Inc
Morgan Stanley
Colonial Trust Advisors
NMFAX - Nationwide Dynamic U.S. Growth Fund Class A
Boston Family Office Llc
Moody National Bank Trust Division
First Hawaiian Bank
Harvest Portfolios Group Inc.
California State Teachers Retirement System
HLMGX - Harding Loevner Global Equity Portfolio Advisor
Invesco Ltd.
GTTMX - Quantitative U.S. Total Market Equity Portfolio 141.00
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class 140.91
COAGX - Caldwell & Orkin - Gator Capital Long/Short Fund 140.97
Weiss Strategic Interval Fund 130.54
Name Current Shares Current PPS Previous Shares Previous PPS
Simplex Trading, Llc 1,476,900 0.00 3,473,400 0.01
SWPPX - Schwab S&P 500 Index Fund 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 355,022 3.51 345,863 140.88
Douglas Lane & Associates, LLC 316,956 0.55 637,125 13.99
Commerce Bank 224,386 0.55 18,487 14.01
DFQTX - U.s. Core Equity 2 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 146,675 3.51 146,675 140.88
DPST - Direxion Daily Regional Banks Bull 3X Shares 137,410 3.51 16,257 140.86
IYF - iShares U.S. Financials 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 88,873 3.51 88,853 140.88
FAB - First Trust Multi Cap Value 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 69,191 3.51 2,738 140.98
California Public Employees Retirement System 65,574 247,453 13.99
FLCPX - Fidelity SAI U.S. 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 58,515 3.50 60,506 140.88
FNCL - Fidelity MSCI Financials Index 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 57,873 3.51 59,651 140.89
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 14,425 3.54 13,069 140.87
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 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 9,313 3.54 9,313 140.88
SWLVX - Schwab U.S. Large-Cap Value Index Fund 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 6,156 3.57 6,152 140.93
QABGX - Federated MDT Balanced 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 5,888 3.57 679 141.38
Macquarie Group Ltd 3,437 0.58 8,531 13.95
HIBL - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 3,290 3.65 3,438 140.78
Karani Asset Management LLC 2,748 0.73 43,358 14.00
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 1,834 445 141.57
JDM Financial Group LLC 1,810 0.55 1,810 13.81
Name Current Shares Current PPS Previous Shares Previous PPS
Rockefeller Capital Management L.P. 56,911 0.54 29,144
Murchinson Ltd. 915 1017.49 96,300 13.99
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commerce Bank 205,899 224,386 0.55 18,487 14.01 1113.75
DPST - Direxion Daily Regional Banks Bull 3X Shares 121,153 137,410 3.51 16,257 140.86 745.24
FAB - First Trust Multi Cap Value 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 66,453 69,191 3.51 2,738 140.98 2427.06
Rockefeller Capital Management L.P. 27,767 56,911 0.54 29,144 95.28
SWPPX - Schwab S&P 500 Index Fund 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 9,159 355,022 3.51 345,863 140.88 2.65
QABGX - Federated MDT Balanced 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 5,209 5,888 3.57 679 141.38 767.16
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 1,389 1,834 445 141.57 312.13
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 1,356 14,425 3.54 13,069 140.87 10.38
Sugarloaf Wealth Management, LLC 118 178 60 16.67 196.67
SEEKX - Steward Large Cap Enhanced Index Fund Class A 90 540 3.70 450 140.00 20.00
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 27 870 843 14.23 3.20
IYF - iShares U.S. Financials 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 88,873 3.51 88,853 140.88 0.02
FNPIX - Financials Ultrasector Profund Investor Class 16 132 116 137.93 13.79
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 6 149 6.71 143 139.86 4.20
SWLVX - Schwab U.S. Large-Cap Value Index Fund 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 4 6,156 3.57 6,152 140.93 0.07
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Douglas Lane & Associates, LLC 320,169 316,956 0.55 637,125 13.99 -50.25
California Public Employees Retirement System 181,879 65,574 247,453 13.99 -73.50
St Germain D J Co Inc 76,516 86 76,602 0.12 -99.89
Karani Asset Management LLC 40,610 2,748 0.73 43,358 14.00 -93.66
Macquarie Group Ltd 5,094 3,437 0.58 8,531 13.95 -59.71
Shell Asset Management Co 3,925 12,952 16,877 -23.26
BI Asset Management Fondsmaeglerselskab A/S 3,017 28,381 31,398 -9.61
FLCPX - Fidelity SAI U.S. 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 1,991 58,515 3.50 60,506 140.88 -3.29
FNCL - Fidelity MSCI Financials Index 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 1,778 57,873 3.51 59,651 140.89 -2.98
TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 155 305 3.28 460 141.30 -33.70
HIBL - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 148 3,290 3.65 3,438 140.78 -4.30
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 75 507 3.94 582 140.89 -12.89
CPI - IQ Real Return ETF 6 15 21 142.86 -28.57
TRPL - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 5 4 9 111.11 -55.56
Name Current Puts
Scopus Asset Management, L.p. 0
Interval Partners, LP 0
Parallax Volatility Advisers, L.P. 0
Arctis Global LLC 0
Kynikos Associates LP 0
Citigroup Inc 0
Name Current Calls
Citadel Advisors Llc 0
Picton Mahoney Asset Management 0
Belvedere Trading LLC 0
Tudor Investment Corp Et Al 0
Antara Capital LP 0
Scoggin Management Lp 0
Howard Financial Services, Ltd. 0
Quarry LP 0
Name
Name Previous Puts
Gratia Capital, Llc 140,000
Boothbay Fund Management, Llc 25,000
CenterStar Asset Management, LLC 18,500
Capstone Investment Advisors, Llc 5,800
DeepCurrents Investment Group LLC 1,180
Ancora Advisors, LLC 611
Maltese Capital Management Llc 0
Name Previous Calls
Checchi Capital Advisers, LLC 50,000
Rpo Llc 47,000
CI Private Wealth, LLC 1,000
Proequities, Inc. 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
Simplex Trading, Llc 1,996,500 1,476,900 3,473,400 -57.48
Murchinson Ltd. 95,385 915 96,300 -99.05
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
NMFAX - Nationwide Dynamic U.S. Growth Fund Class A 0
Name Shares PPS
GRMAX - Nationwide S&P 500 Index Fund Class A 6,365 140.93
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 10,072 140.89
NMFAX - Nationwide Dynamic U.S. Growth Fund Class A
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