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 | 360 | 1304.00 | 22.60 | 526.83 |
Previous Quarter | 394 | 19.00 | 17.16 | 17.88 |
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 | 19 | 72 | 37 | 270 | 105 | 93 |
Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
Current Quarter | 0 | 0 | 0 | 0 | 1 | 0 |
Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
Current Quarter | 0 | 1 | 0 | 0 | 0 | 0 |
Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
Past Week | 0 | 0 | 0 | 37 | 15 | 10 |
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 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 | 2,800,450 | 11.26 | 22.64 | 2,372,131 | 9.53 | 22.61 |
Previous Quarter | 2,736,374 | 11.00 | 17.32 | 2,517,646 | 10.12 | 17.44 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
Name | Shares | PPS |
---|---|---|
Dimensional Fund Advisors Lp | 2,005,335 | 0.02 |
BlackRock Inc. | 1,842,203 | 22.59 |
Vanguard Group Inc | 1,206,299 | 22.59 |
Royce & Associates Lp | 885,333 | 0.02 |
Bank Of America Corp /de/ | 820,171 | 22.59 |
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 742,779 | 25.52 |
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 | 681,124 | 22.59 |
Lsv Asset Management | 671,806 | 0.02 |
Earnest Partners Llc | 655,166 | 22.59 |
State Street Corp | 627,954 | 22.59 |
IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 547,834 | 22.59 |
Hodges Capital Management Inc. | 489,243 | 0.02 |
Geode Capital Management, Llc | 457,895 | 0.02 |
Charles Schwab Investment Management Inc | 439,966 | 22.59 |
Donald Smith & Co., Inc. | 413,702 | 22.59 |
Pacific Ridge Capital Partners, LLC | 377,424 | 22.59 |
Loomis Sayles & Co L P | 363,631 | 0.02 |
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 349,918 | 22.59 |
Punch & Associates Investment Management, Inc. | 320,550 | 22.59 |
Wells Fargo & Company/mn | 313,211 | 22.59 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
Name | Shares | PPS |
---|---|---|
Dimensional Fund Advisors Lp | 1,990,937 | 17.15 |
BlackRock Inc. | 1,787,010 | 17.15 |
Vanguard Group Inc | 1,191,668 | 17.15 |
Royce & Associates Lp | 839,893 | 17.15 |
Bank Of America Corp /de/ | 801,893 | 17.15 |
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 757,961 | 22.00 |
Lsv Asset Management | 733,906 | 17.15 |
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 | 681,124 | 17.15 |
Earnest Partners Llc | 636,854 | 17.15 |
State Street Corp | 634,793 | 17.15 |
IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 524,538 | 17.15 |
Geode Capital Management, Llc | 442,425 | 17.15 |
Donald Smith & Co., Inc. | 413,589 | 17.15 |
Punch & Associates Investment Management, Inc. | 404,550 | 17.15 |
Pacific Ridge Capital Partners, LLC | 383,298 | 17.15 |
Charles Schwab Investment Management Inc | 382,490 | 17.15 |
Loomis Sayles & Co L P | 376,057 | 17.15 |
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 337,244 | 17.15 |
Kennedy Capital Management, Inc. | 326,626 | 17.15 |
Wells Fargo & Company/mn | 318,416 | 17.15 |
Name | Shares | PPS |
---|---|---|
Wasatch Advisors Inc | 275,056 | 22.59 |
WAMVX - Wasatch Micro Cap Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 133,000 | 22.59 |
QWVOX - Clearwater Small Companies Fund | 24,649 | 22.60 |
Tectonic Advisors Llc | 24,026 | 22.60 |
Two Sigma Investments, Lp | 21,317 | 22.61 |
North Star Investment Management Corp. | 16,441 | 22589.99 |
Mercer Global Advisors Inc /adv | 13,484 | 22.62 |
Jump Financial, LLC | 12,990 | 22.56 |
Teacher Retirement System Of Texas | 12,617 | |
Pvg Asset Management Corp | 12,548 | 22.55 |
SCHB - Schwab U.S. Broad Market 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 | 12,027 | 23.11 |
Watershed Asset Management, L.L.C. | 11,975 | 22.63 |
Hrt Financial Lp | 11,335 | 22.58 |
CPAEX - Counterpoint Tactical Equity Fund Class A Shares | 6,615 | 22.52 |
Advisory Services Network, LLC | 1,600 | 22.50 |
QQQS - Invesco NASDAQ Future Gen 200 ETF | 1,166 | 23.16 |
Wipfli Financial Advisors Llc, | 135 | |
Nisa Investment Advisors, Llc | 25 | |
Lindbrook Capital, Llc | 7 | 22571.43 |
Name | Shares | PPS |
---|---|---|
VITAX - Vanguard Information Technology Index 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 | 176,330 | 19.01 |
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii 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 | 23,443 | 17.83 |
Parametric Portfolio Associates Llc | 21,665 | 19.99 |
JSCSX - JPMorgan U.S. Small Company Fund Class I | 21,600 | 20.00 |
PCSGX - PACE Small/Medium Co Growth Equity Investments Class P | 16,498 | 17.82 |
JSML - Janus Henderson Small Cap Growth Alpha ETF | 13,351 | 22.02 |
Bailard, Inc. | 12,200 | 17.13 |
SCHB - Schwab U.S. Broad Market 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 | 11,930 | 21.54 |
IWO - iShares Russell 2000 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 | 10,573 | 19.96 |
Alpha Paradigm Partners, LLC | 9,051 | |
PVFIX - Pinnacle Value Fund | 8,521 | 20.07 |
Acadian Asset Management Llc | 8,050 | 17.14 |
PSC - Principal U.S. Small-Cap Multi-Factor Index ETF | 6,277 | 19.91 |
SECAX - SIIT Small Cap II Fund - Class A | 4,589 | 18.96 |
FSMD - Fidelity Small-Mid Factor 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 | 3,690 | 21.95 |
TPSC - Timothy Plan US Small Cap Core ETF | 3,477 | 20.13 |
Amalgamated Financial Corp. | 2,956 | 19.96 |
Humankind Benefit Corp - Humankind US Stock ETF | 2,434 | 20.13 |
MCJAX - MM Russell 2000 Small Cap Index Fund Class A | 1,884 | 20.17 |
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 | 1,600 | 20.00 |
VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,021 | 18.61 |
Simplex Trading, Llc | 1,000 | 17.00 |
Simplex Trading, Llc | 1,000 | 17.00 |
Simplex Trading, Llc | 1,000 | 17.00 |
SMVIX - Simt Small Cap Value Fund Class I | 954 | 19.92 |
First Financial Corp /in/ | 450 | 17.78 |
Dixon Hughes Goodman Wealth Advisors LLC | 375 | 18.67 |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 | 275 | 18.18 |
FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 254 | 19.69 |
BBGSX - Bridge Builder Small/Mid Cap Growth Fund | 183 | 21.86 |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 | 175 | 17.14 |
Guggenheim Active Allocation Fund | 143 | 20.98 |
Wipfli Financial Advisors Llc, | 135 | |
FDMLX - Fidelity Series Intrinsic Opportunities 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 | 100 | 20.00 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P | 48 | 20.83 |
Guardian Wealth Advisors, LLC | 8 | |
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity | 6 | |
ClariVest Asset Management LLC | ||
Vestcor Inc | ||
Strs Ohio | ||
Parallel Advisors, LLC | ||
Seizert Capital Partners, Llc | ||
Squarepoint Ops LLC | ||
Principal Financial Group Inc | ||
Bedel Financial Consulting, Inc. | ||
Globeflex Capital L P | ||
Two Sigma Advisers, Lp | ||
GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares | ||
Susquehanna International Group, Llp | ||
New York State Teachers Retirement System | ||
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB | ||
VFMF - Vanguard U.S. Multifactor 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 | ||
PNASX - SmallCap Growth Fund I R-1 | ||
Zebra Capital Management LLC | ||
Lloyd Advisory Services, LLC. | ||
State of Wyoming | ||
Arrowstreet Capital, Limited Partnership | ||
Janus Henderson Group Plc | ||
D. E. Shaw & Co., Inc. | ||
Sandy Spring Bank | ||
Quadrant Capital Group Llc | ||
Old National Bancorp /in/ | ||
Allworth Financial LP | ||
Aqr Capital Management Llc | ||
Captrust Financial Advisors | ||
IndexIQ Advisors LLC | ||
State of Tennessee, Treasury Department | ||
VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
Barrow Hanley Mewhinney & Strauss Llc | ||
Patriot Financial Group Insurance Agency, LLC | ||
JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF | ||
Martingale Asset Management L P |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|---|---|---|---|
Dimensional Fund Advisors Lp | 2,005,335 | 0.02 | 1,990,937 | 17.15 |
Royce & Associates Lp | 885,333 | 0.02 | 839,893 | 17.15 |
Lsv Asset Management | 671,806 | 0.02 | 733,906 | 17.15 |
Hodges Capital Management Inc. | 489,243 | 0.02 | 219,038 | 17.15 |
Geode Capital Management, Llc | 457,895 | 0.02 | 442,425 | 17.15 |
Loomis Sayles & Co L P | 363,631 | 0.02 | 376,057 | 17.15 |
Nuveen Asset Management, LLC | 178,948 | 0.02 | 199,971 | 17.15 |
Front Street Capital Management, Inc. | 162,375 | 0.02 | 170,068 | 17.15 |
DFAT - Dimensional U.S. Targeted Value ETF | 109,958 | 20.67 | 109,958 | 22.00 |
Renaissance Technologies Llc | 70,175 | 0.03 | 80,275 | 17.15 |
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid 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 | 54,573 | 20.67 | 52,914 | 22.00 |
DFAS - Dimensional U.S. Small Cap ETF | 52,089 | 20.68 | 52,089 | 22.00 |
Rhumbline Advisers | 37,447 | 0.03 | 37,206 | 17.15 |
Price T Rowe Associates Inc /md/ | 27,291 | 0.04 | 30,269 | 17.18 |
DFAM - Dimensional US Marketwide Value ETF | 23,443 | 20.69 | 23,443 | 22.01 |
AVFIX - American Beacon Small Cap Value Fund Institutional Class | 19,870 | 20.68 | 15,025 | 22.03 |
Millennium Management Llc | 18,878 | 79,296 | 17.15 | |
State Board Of Administration Of Florida Retirement System | 18,575 | 20,015 | 17.14 | |
DFAC - Dimensional U.S. Core Equity 2 ETF | 17,079 | 20.67 | 17,079 | 22.02 |
DFSV - Dimensional US Small Cap Value ETF | 16,981 | 20.67 | 15,803 | 22.02 |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|---|---|---|---|
BlackRock Inc. | 1,842,203 | 22.59 | 1,787,010 | 17.15 |
Vanguard Group Inc | 1,206,299 | 22.59 | 1,191,668 | 17.15 |
Bank Of America Corp /de/ | 820,171 | 22.59 | 801,893 | 17.15 |
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 742,779 | 25.52 | 757,961 | 22.00 |
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 | 681,124 | 22.59 | 681,124 | 17.15 |
Earnest Partners Llc | 655,166 | 22.59 | 636,854 | 17.15 |
State Street Corp | 627,954 | 22.59 | 634,793 | 17.15 |
IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 547,834 | 22.59 | 524,538 | 17.15 |
Charles Schwab Investment Management Inc | 439,966 | 22.59 | 382,490 | 17.15 |
Donald Smith & Co., Inc. | 413,702 | 22.59 | 413,589 | 17.15 |
Pacific Ridge Capital Partners, LLC | 377,424 | 22.59 | 383,298 | 17.15 |
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 349,918 | 22.59 | 337,244 | 17.15 |
Punch & Associates Investment Management, Inc. | 320,550 | 22.59 | 404,550 | 17.15 |
Wells Fargo & Company/mn | 313,211 | 22.59 | 318,416 | 17.15 |
PENNX - Royce Pennsylvania Mutual Fund Investment Class | 302,672 | 22.59 | 318,172 | 17.15 |
Northern Trust Corp | 288,537 | 22.59 | 287,224 | 17.15 |
Kennedy Capital Management, Inc. | 287,304 | 22.59 | 326,626 | 17.15 |
DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 280,634 | 25.52 | 272,625 | 22.00 |
BKD Wealth Advisors, LLC | 273,654 | 22590.02 | 293,654 | 17.15 |
IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 245,230 | 22.59 | 241,798 | 17.15 |
Name | Current Puts |
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Simplex Trading, Llc | 1,000 |
Name |
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Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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Group One Trading, L.p. | 97 | 100 | 3 | 3233.33 |
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Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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Name | Shares | PPS |
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Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 742,779 | 25.52 | 757,961 | 22.00 |
DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 280,634 | 25.52 | 272,625 | 22.00 |
FSSNX - Fidelity Small 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 | 198,154 | 25.52 | 180,594 | 22.00 |
DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 188,008 | 25.52 | 179,265 | 22.00 |
DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 183,859 | 25.52 | 183,859 | 22.00 |
FVRMX - Franklin Microcap Value Fund Advisor Class | 120,416 | 25.52 | 118,000 | 22.00 |
SFSNX - Schwab Fundamental US Small 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 | 54,946 | 25.52 | 33,007 | 22.00 |
SWSSX - Schwab Small-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 | 54,401 | 25.51 | 53,452 | 22.00 |
PJARX - SmallCap Value Fund II R-3 | 47,634 | 25.53 | 59,224 | 22.00 |
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 | 43,092 | 25.53 | 43,092 | 22.00 |
TISCX - TIAA-CREF Social Choice Equity Fund Institutional Class | 37,235 | 25.51 | 37,235 | 22.00 |
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class | 31,385 | 25.52 | 33,585 | 22.00 |
SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,042 | 25.53 | 40,202 | 21.99 |
FTEC - Fidelity MSCI Information Technology 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 | 27,803 | 25.54 | 13,064 | 21.97 |
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,551 | 25.54 | 24,551 | 22.00 |
DFVEX - U.s. Vector Equity 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 | 23,340 | 25.54 | 21,065 | 21.98 |
NUSC - Nuveen ESG Small-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 | 20,776 | 25.51 | 27,376 | 21.99 |
RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S | 20,531 | 25.52 | 20,531 | 22.02 |
TIEIX - TIAA-CREF Equity Index Fund Institutional Class | 14,794 | 25.55 | 14,794 | 21.97 |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted 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 | 12,465 | 25.51 | 12,465 | 21.98 |
MetLife Investment Management, LLC | 11,993 | 22.60 | 13,700 | 17.15 |
SWTSX - Schwab Total Stock Market 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 | 10,963 | 25.54 | 13,335 | 21.97 |
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 | 7,465 | 25.59 | 7,217 | 22.03 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,746 | 25.50 | 6,146 | 21.97 |
ISCV - iShares Morningstar Small-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 | 6,167 | 25.46 | 5,374 | 21.96 |
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 | 6,153 | 25.52 | 5,849 | 22.06 |
TPWCX - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class | 5,371 | 25.51 | 5,371 | 21.97 |
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 | 4,412 | 25.61 | 4,412 | 21.99 |
TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z | 4,000 | 25.50 | 68,100 | 22.00 |
TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,660 | 25.41 | 188 | 21.28 |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 | 2,752 | 25.44 | 2,573 | 22.15 |
FLXSX - Fidelity Flex Small 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 | 2,646 | 25.70 | 2,473 | 21.84 |
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 | 2,170 | 25.35 | 2,170 | 22.12 |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap 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 | 2,023 | 25.70 | 2,023 | 22.24 |
ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,493 | 25.45 | 1,544 | 22.02 |
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 | 1,207 | 25.68 | 1,207 | 22.37 |
REBYX - U.S. Small Cap Equity Fund Class Y | 169 | 23.67 | 1,281 | 21.86 |
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Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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Name |
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