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 930 592.00 71.67 86.73
Previous Quarter 1,036 86.00 87.09 86.19

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 36 281 568 91 253 274
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 3 4 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 4 2 1 0 1 1
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 4 0 143 0 47 64
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 3 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 10,979,615 0.00 0.00 11,039,697 0.00 0.00
Previous Quarter 5,804,526 0.00 0.00 11,449,203 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
BlackRock Inc. 5,481,959
BlackRock Inc. 5,358,038 71.66
Vanguard Group Inc 5,264,585 71.66
VANGUARD GROUP INC 5,071,835
Nordea Investment Management Ab 3,249,236 70.30
Allspring Global Investments Holdings, LLC 3,086,658 71.66
WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class 2,597,500 71.66
Dimensional Fund Advisors Lp 2,553,989 71.66
MACQUARIE GROUP LTD 2,526,052
Macquarie Group Ltd 2,372,108 71.66
Ameriprise Financial Inc 2,010,736 71.66
Legacy Advisors, LLC 1,828,598 71.66
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,676,337 71.66
IJH - iShares Core S&P Mid-Cap ETF 1,643,179 71.66
DEVLX - Delaware Small Cap Value Fund Class A 1,584,529 83.59
State Street Corp 1,505,710 71.66
Invesco Ltd. 1,461,269 71.66
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,436,017 71.66
Frontier Capital Management Co Llc 1,370,048 71.66
Hood River Capital Management LLC 1,043,554 71.66

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
BlackRock Inc. 5,616,160 87.10
Vanguard Group Inc 5,519,211 87.10
Nordea Investment Management Ab 3,160,052 86.43
Allspring Global Investments Holdings, LLC 3,010,910 87.10
Dimensional Fund Advisors Lp 2,662,657 87.10
WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class 2,521,700 87.10
Macquarie Group Ltd 2,346,230 87.10
Ameriprise Financial Inc 1,852,926 87.10
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,765,415 87.10
DEVLX - Delaware Small Cap Value Fund Class A 1,747,259 78.76
IJH - iShares Core S&P Mid-Cap ETF 1,669,670 87.10
Legacy Advisors, LLC 1,595,247 87.10
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,532,647 87.10
State Street Corp 1,525,360 87.10
Goldman Sachs Group Inc 1,285,284 87.10
Frontier Capital Management Co Llc 1,171,009 87.10
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 1,004,362 87.10
Hood River Capital Management LLC 998,210 87.10
Fuller & Thaler Asset Management, Inc. 834,889 87.10
Electron Capital Partners, LLC 800,545 87.10

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 5,071,835
MACQUARIE GROUP LTD 2,526,052
Md Sass Investors Services Inc 370,773 71.66
Edmond De Rothschild Holding S.a. 290,992 71.66
MSAVX - Invesco American Value Fund Class A 228,700 72.01
GSSIX - Goldman Sachs Small Cap Value Fund Institutional 189,470 83.59
VSCAX - Invesco Small Cap Value Fund Class A 186,200 72.01
Orbis Allan Gray Ltd 184,054 71.66
VVOAX - Invesco Value Opportunities Fund Class A 135,600 72.01
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 75,400 71.66
Bellecapital International Ltd. 50,044 71.66
Healthcare Of Ontario Pension Plan Trust Fund 35,606 71.67
JMEE - JPMorgan Market Expansion Enhanced Equity ETF 31,892 71.65
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 30,812 71.66
FSWCX - Fidelity SAI U.S. Value Index Fund 30,719 72.01
ILVFX - Columbia Integrated Large Cap Value Fund Institutional Class 27,411 83.58
SLVYX - Large Capitalization Value Portfolio Class A 9,484 83.61
Winton Capital Group Ltd 4,886 71.63
First National Advisers, LLC 4,575 71.69
BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 3,932 71.72
Name Shares PPS
Pacer Advisors, Inc. 165,816 87.10
UBS Group AG 156,823 87.10
Raymond James & Associates 131,663 87.10
Man Group plc 124,734 87.10
South Street Advisors LLC 123,497 87.10
FALCX - Strategic Advisers Large Cap Fund 119,500 92.17
XMMO - Invesco S&P MidCap Momentum ETF 113,999 86.13
Billings Capital Management, Llc 112,693 92.28
Appian Way Asset Management LP 106,151 87.10
Rheos Capital Works Inc. 100,000 87.10
Scopus Asset Management, L.p. 100,000 87.10
Scopus Asset Management, L.p. 100,000 87.10
Scopus Asset Management, L.p. 100,000 87.10
Moore Capital Management, Lp 94,888 87.10
VSEQX - Vanguard Strategic Equity Fund Investor Shares 72,965 86.27
Point72 Asset Management, L.P. 67,000 87.10
LSVEX - LSV VALUE EQUITY FUND Institutional Class Shares 65,800 89.13
D. E. Shaw & Co., Inc. 63,145 87.10
Picton Mahoney Asset Management 51,054 87.08
Balyasny Asset Management Llc 50,591 87.09
Intrinsic Edge Capital Management LLC 50,000 87.10
J.w. Cole Advisors, Inc. 43,577 0.07
Dividend & Income Fund 39,000 92.28
Icon Advisers Inc/co 34,000 87.09
LCORX - LEUTHOLD CORE INVESTMENT FUND -Retail Class 32,735 86.27
Carlson Capital L P 27,000 87.11
Alpine Woods Capital Investors, Llc 23,000 87.09
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 21,991 86.26
VUSE - Vident Core U.S. Equity Fund 21,446 92.19
AMOMX - AQR Large Cap Momentum Style Fund Class I 21,371 86.29
Friess Associates Llc 20,719 87.12
Axa S.a. 19,000 87.11
Valeo Financial Advisors, LLC 17,482 2.35
SG3 Management, LLC 17,000 87.12
SG3 Management, LLC 17,000 87.12
Tudor Investment Corp Et Al 16,837 87.13
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 15,222 92.17
GLRBX - James Balanced: Golden Rainbow Fund Retail Class 15,000 86.27
Simplex Trading, Llc 14,600 87.05
RFV - Invesco S&P MidCap 400 Pure Value ETF 13,793 89.10
GSCYX - SMALL CAP EQUITY FUND Institutional 13,470 86.27
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,120 87.12
Weiss Asset Management LP 12,974 87.10
Black Swift Group, LLC 10,800 87.13
Campbell & CO Investment Adviser LLC 10,491 87.12
Freedom Day Solutions, LLC 8,730 87.06
First Republic Investment Management, Inc. 8,336 87.09
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 8,235 92.29
Exchange Traded Concepts, Llc 7,600 87.11
Wolverine Trading, Llc 6,800 86.18
Versor Investments LP 6,487 87.10
PTMC - Pacer Trendpilot US Mid Cap ETF 6,204 89.14
Fma Advisory Inc 6,035 86.33
National Asset Management, Inc. 5,942 87.34
RYAVX - S&P MidCap 400 Pure Value Fund Class H 5,912 86.27
Mitsubishi UFJ Trust & Banking Corp 5,847 87.05
Polar Capital Holdings Plc 5,818 87.14
FDMO - Fidelity Momentum Factor ETF 5,351 89.14
First Mercantile Trust Co 5,345 86.25
Banco BTG Pactual S.A. 5,200 87.12
Alphacrest Capital Management Llc 4,894 87.05
Pineno Levin & Ford Asset Management, Inc. 4,855 92.28
Midas Series Trust - Midas Magic 4,800 92.29
VOLMX - Volumetric Fund 4,700 92.34
Blueshift Asset Management, LLC 4,578 87.16
JustInvest LLC 4,365 87.06
Neuberger Berman Group LLC 4,223 87.14
VSMV - VictoryShares US Multi-Factor Minimum Volatility ETF 4,180 86.36
Ontario Teachers Pension Plan Board 4,031 87.08
MSCGX - Mercer US Small/Mid Cap Equity Fund Class Y-3 3,880 86.34
Banco Santander, S.A. 3,879 87.14
Css Llc/il 3,800 87.11
USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3,714 92.35
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,444 87.11
Nuveen Core Equity Alpha Fund 3,370 92.28
Wintrust Investments Llc 3,360 87.20
Profund Advisors Llc 3,115 87.00
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 2,856 86.13
WGRO - WisdomTree U.S. Growth & Momentum Fund NA 2,852 86.26
CIBC Asset Management Inc 2,814 87.06
Emerald Mutual Fund Advisers Trust 2,704 87.28
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,700 87.04
World Asset Management Inc 2,674 86.39
Echo Street Capital Management LLC 2,656 86.97
OASVX - Optimum Small-mid Cap Value Fund Class A 2,500 86.40
Group One Trading, L.p. 1,900 86.84
Pathstone Family Office, Llc 1,805 162.33
CSCVX - CornerCap Small-Cap Value Fund Investor Shares 1,716 92.07
Foxby Corp. 1,700 92.35
FLRG - Fidelity U.S. Multifactor ETF 1,553 86.28
LSLTX - LEUTHOLD SELECT INDUSTRIES FUND No Load 1,283 86.52
KBC Group NV 1,267 86.82
NEXT Financial Group, Inc 1,198 92.65
Fortitude Advisory Group L.L.C. 1,000 87.00
SSCYX - Small Capitalization Portfolio Class A 898 92.43
VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares 764 91.62
DFBCX - Delaware Strategic Allocation Fund CLASS C 744 86.02
Canada Pension Plan Investment Board 600 86.67
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 595 85.71
Cutler Group LP 500
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I 458 91.70
FinTrust Capital Advisors, LLC 317 85.17
Krane Funds Advisors LLC 310 87.10
Sonora Investment Management, LLC 300 86.67
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 265 90.57
IFP Advisors, Inc 220 50.00
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 198 90.91
First National Bank of South Miami 164 85.37
GHP Investment Advisors, Inc. 110 90.91
Gemmer Asset Management LLC 44 68.18
Tcwp Llc 42 71.43
Providence Capital Advisors, LLC 26 76.92
DTSGX - Small Company Growth Portfolio Investment Class 25 80.00
Toth Financial Advisory Corp 25 80.00
Cordant, Inc. 21 95.24
Assetmark, Inc 17 58.82
Money Concepts Capital Corp 5
Two Sigma Investments, Lp
Renaissance Technologies Llc
Graticule Asia Macro Advisors LLC
Cetera Advisor Networks LLC
Carroll Financial Associates, Inc.
Nomura Holdings Inc
Bayesian Capital Management, LP
Magnetar Financial LLC
Euclidean Technologies Management, LLC
USA Financial Portformulas Corp
First National Bank of Hutchinson
Guggenheim Capital Llc
Pin Oak Investment Advisors Inc
Congress Asset Management Co /ma
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
Aigen Investment Management, Lp
Trexquant Investment LP
Mackenzie Financial Corp
Laurion Capital Management LP
SPUSX - Symmetry Panoramic US Equity Fund Class I Shares
EAM Investors, LLC
Los Angeles Capital Management Llc
Two Sigma Advisers, Lp
ClariVest Asset Management LLC
Prudential Plc
LMR Partners LLP
Mitchell Capital Management Co
Aurora Investment Counsel
FORA Capital, LLC
PKB - Invesco Dynamic Building & Construction ETF
Jennison Associates Llc
Quadrature Capital Ltd
Spectrum Management Group, LLC
Jump Financial, LLC
Livforsakringsbolaget Skandia, Omsesidigt
Panagora Asset Management Inc
Nbt Bank N A /ny
Sound Income Strategies, LLC
Virginia Retirement Systems Et Al
Itau Unibanco Holding S.A.
Edmonds Duncan Registered Investment Advisors, LLC
Gilder Gagnon Howe & Co Llc
First Manhattan Co
Pendal Group Ltd
Skandinaviska Enskilda Banken AB (publ)
Verus Capital Partners, Llc
Algert Global Llc
Lisanti Capital Growth, LLC
Thompson Davis & Co., Inc.
Jefferies Group LLC
Foundry Partners, LLC
Paloma Partners Management Co
Bridgefront Capital, LLC
Delta Asset Management Llc/tn
ILCV - iShares Morningstar Large-Cap Value ETF
ILCB - iShares Morningstar Large-Cap ETF
Lee Financial Co
MorganRosel Wealth Management, LLC
Maverick Capital Ltd
Empowered Funds, LLC
Metropolitan Life Insurance Co/ny
Quantamental Technologies LLC
Gyon Technologies Capital Management, LP
Mml Investors Services, Llc
Motley Fool Asset Management LLC
Teza Capital Management LLC
IMCV - iShares Morningstar Mid-Cap Value ETF
Symmetry Partners, LLC
Private Trust Co Na
Engineers Gate Manager LP
Wagner Wealth Management, Llc
Leuthold Group, Llc
BI Asset Management Fondsmaeglerselskab A/S
Krs Capital Management, Llc
Buckingham Strategic Wealth, Llc
IMCG - iShares Morningstar Mid-Cap Growth ETF
Lsv Asset Management
Voloridge Investment Management, Llc
Seven Eight Capital, Lp
Watershed Asset Management, L.L.C.
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity
Pluribus Labs, LLC
Lincoln National Corp
Centiva Capital, LP
Systematic Alpha Investments, LLC
Standard Life Aberdeen plc
Windsor Creek Advisors, Llc
Twinbeech Capital Lp
Brookfield Asset Management Inc.
Massmutual Trust Co Fsb/adv
IMCB - iShares Morningstar Mid-Cap ETF
Schonfeld Strategic Advisors LLC
Qube Research & Technologies Ltd
Strategic Blueprint, LLC
Modus Advisors, LLC
IndexIQ Advisors LLC
Weiss Multi-Strategy Advisers LLC
Driehaus Capital Management Llc
FXTAX - PSI Tactical Growth Fund Class A Shares
Assenagon Asset Management S.A.
MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Y-Intercept (Hong Kong) Ltd
Private Advisory Group LLC
Susquehanna Fundamental Investments, Llc
Tokio Marine Asset Management Co Ltd
Royce & Associates Lp
Qtron Investments LLC
Adage Capital Partners Gp, L.l.c.
Neo Ivy Capital Management
Cartenna Capital, LP
Peconic Partners Llc
Kings Point Capital Management
Forum Financial Management, LP
Polar Asset Management Partners Inc.
Virtu Financial LLC
Aquatic Capital Management LLC
Fortis Advisors, LLC
Norges Bank
Sumitomo Mitsui Trust Holdings, Inc.
XTX Topco Ltd
Cornercap Investment Counsel Inc
Winmill & Co. Inc
BKMC - BNY Mellon US Mid Cap Core Equity ETF
Twin Tree Management, LP
Convergence Investment Partners, LLC
Kowal Investment Group, LLC
Moneta Group Investment Advisors Llc
Horizon Investment Services, LLC
Bivin & Associates, Inc.
FTLS - First Trust Long/Short Equity ETF
Banque Cantonale Vaudoise
SummerHaven Investment Management, LLC
Prelude Capital Management, Llc
ILCG - iShares Morningstar Large-Cap Growth ETF
Advisory Services Network, LLC
Alberta Investment Management Corp
Occudo Quantitative Strategies Lp
Wedbush Securities Inc
Globeflex Capital L P
Kestra Advisory Services, LLC
Cambria Investment Management, L.P.
Snowden Capital Advisors LLC
Harbor Investment Advisory, Llc
Arrowstreet Capital, Limited Partnership
Polianta Ltd
Walleye Capital LLC
Dorsey Wright & Associates
Private Advisor Group, LLC
Slow Capital, Inc.
Interval Partners, LP
Spouting Rock Asset Management, LLC
Kb Financial Partners, Llc
Meristem Family Wealth, LLC
Malaga Cove Capital, LLC
Capital Fund Management S.a.
Capital Fund Management S.a.
Verition Fund Management LLC
Edge Wealth Management LLC
Vident Investment Advisory, LLC
Dark Forest Capital Management Lp
Caption Management, LLC
GFSYX - Strategic Alternatives Fund Institutional
Cowen And Company, Llc
GWM Advisors LLC
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 5,481,959 5,616,160 87.10
Vanguard Group Inc 5,264,585 71.66 5,519,211 87.10
Nordea Investment Management Ab 3,249,236 70.30 3,160,052 86.43
Allspring Global Investments Holdings, LLC 3,086,658 71.66 3,010,910 87.10
WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class 2,597,500 71.66 2,521,700 87.10
Dimensional Fund Advisors Lp 2,553,989 71.66 2,662,657 87.10
Macquarie Group Ltd 2,372,108 71.66 2,346,230 87.10
Ameriprise Financial Inc 2,010,736 71.66 1,852,926 87.10
Legacy Advisors, LLC 1,828,598 71.66 1,595,247 87.10
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,676,337 71.66 1,765,415 87.10
IJH - iShares Core S&P Mid-Cap ETF 1,643,179 71.66 1,669,670 87.10
State Street Corp 1,505,710 71.66 1,525,360 87.10
Invesco Ltd. 1,461,269 71.66 700,891 87.10
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,436,017 71.66 1,532,647 87.10
Frontier Capital Management Co Llc 1,370,048 71.66 1,171,009 87.10
Hood River Capital Management LLC 1,043,554 71.66 998,210 87.10
Goldman Sachs Group Inc 993,549 71.66 1,285,284 87.10
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 948,797 71.66 1,004,362 87.10
Pzena Investment Management Llc 916,003 71.66 708,903 87.10
Marshall Wace, Llp 861,978 71.66 611,195 87.10
Name Current Shares Current PPS Previous Shares Previous PPS
DEVLX - Delaware Small Cap Value Fund Class A 1,584,529 83.59 1,747,259 78.76
PAVE - Global X U.S. Infrastructure Development ETF 367,820 83.59 397,476 78.76
FSMAX - Fidelity Extended Market Index Fund 297,563 83.59 301,424 78.76
SCHA - Schwab U.S. Small-Cap ETF 234,253 83.59 234,746 78.76
QRSVX - FPA Queens Road Small Cap Value Fund Investor Class 217,484 83.59 184,984 78.76
FDGRX - Fidelity Growth Company Fund 175,136 83.59 281,702 78.76
NSGAX - Columbia Select Large Cap Equity Fund Class A 166,436 83.59 123,983 78.76
Hrt Financial Lp 150,902 71.66 0
SCHM - Schwab U.S. Mid-Cap ETF 142,885 83.59 136,560 78.76
Verition Fund Management LLC 121,113 71.66 0
Bank Of Nova Scotia 112,000 71.66 0
FSKAX - Fidelity Total Market Index Fund 96,427 83.59 90,662 78.77
COVAX - Columbia Small Cap Value Fund II Class A 94,097 83.59 103,381 78.76
BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 90,045 83.59 133,990 78.76
VMIDX - Mid Cap Index Fund 85,389 83.59 85,622 78.76
IEVAX - Columbia Global Equity Value Fund Class A 83,093 83.59 83,093 78.76
IVOO - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 77,044 83.59 72,935 78.76
NTIAX - Columbia Mid Cap Index Fund Class A 75,758 83.60 73,386 78.76
FCFMX - Fidelity Series Total Market Index Fund 64,898 83.59 62,811 78.76
VINAX - Vanguard Industrials Index Fund Admiral Shares 62,105 83.58 73,724 78.77
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Invesco Ltd. 760,378 1,461,269 71.66 700,891 87.10 108.49
Alyeska Investment Group, L.P. 363,414 366,073 71.66 2,659 87.25 13667.32
DekaBank Deutsche Girozentrale 291,117 330,311 71.07 39,194 86.14 742.76
Marshall Wace, Llp 250,783 861,978 71.66 611,195 87.10 41.03
VASVX - Vanguard Selected Value Fund Investor Shares 248,309 487,571 72.01 239,262 86.13 103.78
Legacy Advisors, LLC 233,351 1,828,598 71.66 1,595,247 87.10 14.63
Principal Financial Group Inc 214,107 225,225 71.66 11,118 87.07 1925.77
Pzena Investment Management Llc 207,100 916,003 71.66 708,903 87.10 29.21
Frontier Capital Management Co Llc 199,039 1,370,048 71.66 1,171,009 87.10 17.00
COWZ - Pacer US Cash Cows 100 ETF 167,051 204,696 72.01 37,645 89.12 443.75
Ameriprise Financial Inc 157,810 2,010,736 71.66 1,852,926 87.10 8.52
Hrt Financial Lp 150,902 150,902 71.66 0 0.00
Verition Fund Management LLC 121,113 121,113 71.66 0 0.00
Bank Of Nova Scotia 112,000 112,000 71.66 0 0.00
Russell Investments Group, Ltd. 106,708 135,635 71.65 28,927 87.01 368.89
Nordea Investment Management Ab 89,184 3,249,236 70.30 3,160,052 86.43 2.82
SG Capital Management LLC 81,881 111,761 71.66 29,880 87.12 274.03
WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class 75,800 2,597,500 71.66 2,521,700 87.10 3.01
Allspring Global Investments Holdings, LLC 75,748 3,086,658 71.66 3,010,910 87.10 2.52
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 75,393 409,843 71.66 334,450 87.10 22.54
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 350,000 3,311 71.58 353,311 87.10 -99.06
Citadel Advisors Llc 335,423 126,745 71.66 462,168 87.10 -72.58
Goldman Sachs Group Inc 291,735 993,549 71.66 1,285,284 87.10 -22.70
Vanguard Group Inc 254,626 5,264,585 71.66 5,519,211 87.10 -4.61
Wells Fargo & Company/mn 225,497 236,994 71.66 462,491 87.10 -48.76
American Century Companies Inc 219,461 133,373 71.66 352,834 87.10 -62.20
First Trust Advisors Lp 209,836 140,337 71.66 350,173 87.10 -59.92
Fuller & Thaler Asset Management, Inc. 201,297 633,592 71.66 834,889 87.10 -24.11
FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 188,277 590,560 71.66 778,837 87.10 -24.17
Kornitzer Capital Management Inc /ks 171,680 368,665 71.66 540,345 87.10 -31.77
DEVLX - Delaware Small Cap Value Fund Class A 162,730 1,584,529 83.59 1,747,259 78.76 -9.31
ExodusPoint Capital Management, LP 144,540 16,058 71.68 160,598 87.10 -90.00
BlackRock Inc. 134,201 5,481,959 5,616,160 87.10 -2.39
Dimensional Fund Advisors Lp 108,668 2,553,989 71.66 2,662,657 87.10 -4.08
FDGRX - Fidelity Growth Company Fund 106,566 175,136 83.59 281,702 78.76 -37.83
NAESX - Vanguard Small-Cap Index Fund Investor Shares 96,630 1,436,017 71.66 1,532,647 87.10 -6.30
BUFSX - Buffalo Small Cap Fund Investor Class 90,395 149,185 71.66 239,580 87.10 -37.73
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 89,078 1,676,337 71.66 1,765,415 87.10 -5.05
BUFTX - Buffalo Discovery Fund Investor Class 81,285 219,480 71.66 300,765 87.10 -27.03
Ubs Oconnor Llc 67,539 83,028 71.66 150,567 87.10 -44.86
Name Current Puts
Name Current Calls
Name
QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
VMNFX - Vanguard Market Neutral Fund Investor Shares
Name Previous Puts
Scopus Asset Management, L.p. 100,000
Capital Fund Management S.a. 0
Two Sigma Investments, Lp 0
Caption Management, LLC 0
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Wolverine Trading, Llc 5,500 12,300 6,800 80.88
Simplex Trading, Llc 17,600 32,200 14,600 120.55
Walleye Trading LLC 20,100 31,300 11,200 179.46
PEAK6 Investments LLC 38,800 81,300 42,500 91.29
Name Increased Calls Current Calls Previous Calls Percentage Increase
Susquehanna International Group, Llp 12,000 40,500 28,500 42.11
Cowen And Company, Llc 20,000 20,000 0 0.00
Name
GHPLX - Gotham Hedged Plus Fund Institutional Class
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Group One Trading, L.p. 700 1,200 1,900 -36.84
Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class

Past Week Analysis

Name Shares PPS
JMEE - JPMorgan Market Expansion Enhanced Equity ETF 31,892 71.65
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 30,812 71.66
BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 3,932 71.72
VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 2,586 71.54
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class 2,597,500 71.66 2,521,700 87.10
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,676,337 71.66 1,765,415 87.10
IJH - iShares Core S&P Mid-Cap ETF 1,643,179 71.66 1,669,670 87.10
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,436,017 71.66 1,532,647 87.10
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 948,797 71.66 1,004,362 87.10
VEXMX - Vanguard Extended Market Index Fund Investor Shares 775,977 71.66 785,550 87.10
FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 590,560 71.66 778,837 87.10
HRSMX - Hood River Small-Cap Growth Fund Institutional Shares 420,281 71.66 389,328 87.10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 409,843 71.66 334,450 87.10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 320,768 71.66 310,116 87.10
BUFTX - Buffalo Discovery Fund Investor Class 219,480 71.66 300,765 87.10
IJK - iShares S&P Mid-Cap 400 Growth ETF 194,985 71.66 200,258 87.10
IJJ - iShares S&P Mid-Cap 400 Value ETF 194,140 71.66 202,667 87.10
MEFAX - MassMutual Select Mid Cap Growth Fund Class A 180,186 71.66 159,791 87.10
IWD - iShares Russell 1000 Value ETF 168,855 71.66 160,201 87.10
IWR - iShares Russell Mid-Cap ETF 161,687 71.66 161,670 87.10
BUFSX - Buffalo Small Cap Fund Investor Class 149,185 71.66 239,580 87.10
SPMD - SPDR(R) Portfolio Mid Cap ETF 134,597 71.66 136,017 87.10
IFRA - iShares U.S. Infrastructure ETF 134,095 71.66 66,989 87.10
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 133,389 71.66 114,664 87.10
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 127,845 71.66 139,175 87.10
IWS - iShares Russell Mid-Cap Value ETF 123,852 71.66 119,061 87.10
BEQGX - Equity Growth Fund Investor Class 120,344 71.66 101,315 87.10
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 99,069 71.66 97,761 87.10
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 85,905 71.66 89,367 87.10
MUHLX - Muhlenkamp Fund Institutional Class Shares 84,615 71.67 84,615 87.10
MXMVX - Great-West Mid Cap Value Fund Investor Class 61,901 71.66 49,984 87.11
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 58,638 71.66 58,051 87.10
JSCSX - JPMorgan U.S. Small Company Fund Class I 57,400 71.66 58,600 87.10
NOMIX - Northern Mid Cap Index Fund 57,380 71.66 60,615 87.11
ITOT - iShares Core S&P Total U.S. Stock Market ETF 57,365 71.66 52,367 87.10
PSOPX - JPMorgan Small Cap Value Fund Class I 51,300 71.66 50,200 87.09
QCSTRX - Stock Account Class R1 49,437 71.67 52,137 87.10
VBINX - Vanguard Balanced Index Fund Investor Shares 45,042 71.67 44,542 87.11
IYSYX - Ivy Small Cap Core Fund Class Y 42,825 71.66 40,029 87.11
MDYG - SPDR(R) S & P 400 Mid Cap Growth ETF 40,962 71.65 42,768 87.10
IWB - iShares Russell 1000 ETF 40,780 71.65 43,141 87.11
BSGSX - Baird Small/Mid Cap Growth Fund Investor Class 40,541 71.66 38,150 87.10
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 38,993 71.65 41,208 87.09
MDYV - SPDR(R) S & P 400 Mid Cap Value ETF 38,740 71.66 54,680 87.11
Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 38,374 71.66 38,374 87.09
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 35,555 71.66 35,555 87.10
KMVAX - Kirr, Marbach Partners Value Fund 35,164 71.66 35,164 87.11
MXMDX - Great-West S&P Mid Cap 400 Index Fund Investor Class 32,142 71.65 28,911 87.09
JECIX - Mid Cap Index Trust NAV 31,812 71.67 32,921 87.09
QCEQRX - Equity Index Account Class R1 31,664 71.66 31,664 87.10
SSDIX - DWS Small Cap Growth Fund Institutional Class 31,069 71.65 34,369 87.11
MFCPX - M Capital Appreciation Fund 30,951 71.66 25,857 87.09
Herzfeld Caribbean Basin Fund Inc 29,868 71.65 43,686 87.10
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 29,687 71.65 33,259 87.10
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 27,028 71.67 27,723 87.11
AUENX - AQR Large Cap Defensive Style Fund Class N 25,215 71.66 25,215 87.09
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 25,019 71.67 26,707 87.09
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 21,693 71.68 21,606 87.11
IUSG - iShares Core S&P U.S. Growth ETF 19,155 71.68 18,234 87.09
EZM - WisdomTree U.S. MidCap Fund N/A 18,806 71.68 19,031 87.12
IUSV - iShares Core S&P U.S. Value ETF 18,638 71.68 18,158 87.12
CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A 16,069 71.69 16,069 87.12
CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A 16,068 71.63 10,831 87.06
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 15,300 71.63 16,600 87.11
IWV - iShares Russell 3000 ETF 15,064 71.63 15,112 87.08
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 14,992 71.64 15,378 87.07
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 14,357 71.67 15,243 87.12
SSMHX - State Street Small/mid Cap Equity Index Portfolio 13,772 71.67 12,972 87.11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 13,156 71.68 13,947 87.12
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 11,000 71.64 11,000 87.09
QWVOX - Clearwater Small Companies Fund 10,480 71.66 18,112 87.12
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 10,223 71.70 8,519 87.10
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 9,514 71.68 10,126 87.10
GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 9,317 71.70 10,640 87.12
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 8,990 71.64 8,282 87.06
PEXMX - T. Rowe Price Extended Equity Market Index Fund 8,950 71.62 9,750 87.08
JASCX - James Small Cap Fund 8,700 71.61 8,700 87.13
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 8,500 71.65 8,600 87.09
SPTM - SPDR(R) Portfolio Total Stock Market ETF 8,446 71.63 8,402 87.12
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 8,267 71.61 7,958 87.08
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 8,040 71.64 8,040 87.06
FIMVX - Fidelity Mid Cap Value Index Fund 7,880 71.70 8,644 87.11
VPVGMMV - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 7,651 71.62 7,651 87.05
USMIX - Extended Market Index Fund 7,465 71.67 7,555 87.09
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 7,405 71.71 7,236 87.06
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 7,376 71.72 7,376 87.04
POMIX - T. Rowe Price Total Equity Market Index Fund 7,350 71.70 7,350 87.07
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 6,680 71.71 6,515 87.03
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 6,602 71.64 6,602 87.09
PGMAX - PIMCO Global Core Asset Allocation Fund A 6,218 71.73 6,218 87.17
CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 5,413 71.68 4,840 87.19
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 5,180 71.62 5,280 87.12
SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I 4,972 71.60 4,972 87.09
SMMD - iShares Russell 2500 ETF 4,833 71.59 3,845 87.13
HCCEX - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4,033 71.66 4,506 87.00
GRID - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 4,018 71.68 4,363 87.10
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 4,000 71.75 4,300 87.21
JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 3,659 71.60 3,659 87.18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 3,480 71.55 3,097 87.18
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 3,160 71.52 3,760 86.97
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 2,982 71.76 2,982 87.19
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 2,932 71.62 2,600 86.92
BBVLX - Bridge Builder Large Cap Value Fund 2,911 71.80 2,683 87.22
RBLD - First Trust Global Engineering and Construction ETF 2,799 71.81 3,353 87.09
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 2,604 71.81 2,449 86.97
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 2,466 71.78 5,564 87.17
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 2,454 71.72 2,269 87.26
XJH - iShares ESG Screened S&P Mid-Cap ETF 2,202 71.75 2,064 87.21
VYSVX - Vericimetry U.S. Small Cap Value Fund 2,130 71.83 2,130 87.32
QRPNX - AQR Alternative Risk Premia Fund Class N 2,112 71.50 2,112 87.12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 1,827 71.70 3,105 86.96
BBVSX - Bridge Builder Small/Mid Cap Value Fund 1,788 71.59 1,557 87.35
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,737 71.39 1,651 87.22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 1,682 71.94 2,313 86.90
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 1,650 71.52 1,650 87.27
ONEO - SPDR Russell 1000 Momentum Focus ETF 1,519 71.76 7,058 87.14
SLGFX - SIMT Large Cap Index Fund Class F 1,500 71.33 1,500 87.33
TRSZX - T. Rowe Price Mid-Cap Index Fund 1,408 71.73 1,287 87.02
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 1,400 71.43 1,400 87.14
JETSX - Total Stock Market Index Trust NAV 1,327 71.59 1,327 87.42
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 1,118 71.56 1,118 86.76
TLSTX - Stock Index Fund 1,023 71.36 1,023 87.00
GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 909 71.51 909 86.91
MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 822 71.78 613 86.46
FNDRX - FRC Founders Index Fund 816 71.08 1,028 87.55
NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 807 71.87 952 87.18
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 785 71.34 716 86.59
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 700 71.43 800 87.50
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 700 71.43 775 87.74
VLU - SPDR S&P 1500 Value Tilt ETF 676 71.01 736 86.96
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 622 72.35 604 87.75
Nuveen S&p 500 Dynamic Overwrite Fund 595 72.27 595 87.39
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 435 71.26 485 86.60
Profunds - Profund Vp Mid-cap Growth 393 71.25 447 87.25
Profunds - Profund Vp Mid-cap Value 342 73.10 510 86.27
CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 276 72.46 276 86.96
RYMDX - Mid-Cap 1.5x Strategy Fund Class H 242 70.25 278 86.33
MML Series Investment Fund II - MML Equity Rotation Fund Class II 190 73.68 1,410 86.52
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 185 70.27 185 86.49
First Command Bank 176 73.86 176 85.23
First Command Financial Services, Inc. 176 73.86 176 85.23
Profunds - Profund Vp Ultramid-cap 171 70.18 243 86.42
KGHG - KraneShares Global Carbon Transformation ETF 151 72.85 310 87.10
Profunds - Profund Vp Industrials 148 74.32 189 84.66
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 97 72.16 116 86.21
MMTM - SPDR S&P 1500 Momentum Tilt ETF 18 55.56 70 85.71
AXMNX - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 13 76.92 9 111.11
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class 75,800 2,597,500 71.66 2,521,700 87.10 3.01
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 75,393 409,843 71.66 334,450 87.10 22.54
IFRA - iShares U.S. Infrastructure ETF 67,106 134,095 71.66 66,989 87.10 100.17
HRSMX - Hood River Small-Cap Growth Fund Institutional Shares 30,953 420,281 71.66 389,328 87.10 7.95
MEFAX - MassMutual Select Mid Cap Growth Fund Class A 20,395 180,186 71.66 159,791 87.10 12.76
BEQGX - Equity Growth Fund Investor Class 19,029 120,344 71.66 101,315 87.10 18.78
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 18,725 133,389 71.66 114,664 87.10 16.33
MXMVX - Great-West Mid Cap Value Fund Investor Class 11,917 61,901 71.66 49,984 87.11 23.84
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 10,652 320,768 71.66 310,116 87.10 3.43
IWD - iShares Russell 1000 Value ETF 8,654 168,855 71.66 160,201 87.10 5.40
CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A 5,237 16,068 71.63 10,831 87.06 48.35
MFCPX - M Capital Appreciation Fund 5,094 30,951 71.66 25,857 87.09 19.70
ITOT - iShares Core S&P Total U.S. Stock Market ETF 4,998 57,365 71.66 52,367 87.10 9.54
IWS - iShares Russell Mid-Cap Value ETF 4,791 123,852 71.66 119,061 87.10 4.02
MXMDX - Great-West S&P Mid Cap 400 Index Fund Investor Class 3,231 32,142 71.65 28,911 87.09 11.18
IYSYX - Ivy Small Cap Core Fund Class Y 2,796 42,825 71.66 40,029 87.11 6.98
BSGSX - Baird Small/Mid Cap Growth Fund Investor Class 2,391 40,541 71.66 38,150 87.10 6.27
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 1,704 10,223 71.70 8,519 87.10 20.00
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 1,308 99,069 71.66 97,761 87.10 1.34
PSOPX - JPMorgan Small Cap Value Fund Class I 1,100 51,300 71.66 50,200 87.09 2.19
SMMD - iShares Russell 2500 ETF 988 4,833 71.59 3,845 87.13 25.70
IUSG - iShares Core S&P U.S. Growth ETF 921 19,155 71.68 18,234 87.09 5.05
SSMHX - State Street Small/mid Cap Equity Index Portfolio 800 13,772 71.67 12,972 87.11 6.17
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 708 8,990 71.64 8,282 87.06 8.55
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 587 58,638 71.66 58,051 87.10 1.01
CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 573 5,413 71.68 4,840 87.19 11.84
VBINX - Vanguard Balanced Index Fund Investor Shares 500 45,042 71.67 44,542 87.11 1.12
IUSV - iShares Core S&P U.S. Value ETF 480 18,638 71.68 18,158 87.12 2.64
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 383 3,480 71.55 3,097 87.18 12.37
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 332 2,932 71.62 2,600 86.92 12.77
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 309 8,267 71.61 7,958 87.08 3.88
BBVSX - Bridge Builder Small/Mid Cap Value Fund 231 1,788 71.59 1,557 87.35 14.84
BBVLX - Bridge Builder Large Cap Value Fund 228 2,911 71.80 2,683 87.22 8.50
MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 209 822 71.78 613 86.46 34.09
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 185 2,454 71.72 2,269 87.26 8.15
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 169 7,405 71.71 7,236 87.06 2.34
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 165 6,680 71.71 6,515 87.03 2.53
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 155 2,604 71.81 2,449 86.97 6.33
XJH - iShares ESG Screened S&P Mid-Cap ETF 138 2,202 71.75 2,064 87.21 6.69
TRSZX - T. Rowe Price Mid-Cap Index Fund 121 1,408 71.73 1,287 87.02 9.40
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 87 21,693 71.68 21,606 87.11 0.40
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 86 1,737 71.39 1,651 87.22 5.21
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 69 785 71.34 716 86.59 9.64
SPTM - SPDR(R) Portfolio Total Stock Market ETF 44 8,446 71.63 8,402 87.12 0.52
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 18 622 72.35 604 87.75 2.98
IWR - iShares Russell Mid-Cap ETF 17 161,687 71.66 161,670 87.10 0.01
AXMNX - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 4 13 76.92 9 111.11 44.44
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 188,277 590,560 71.66 778,837 87.10 -24.17
NAESX - Vanguard Small-Cap Index Fund Investor Shares 96,630 1,436,017 71.66 1,532,647 87.10 -6.30
BUFSX - Buffalo Small Cap Fund Investor Class 90,395 149,185 71.66 239,580 87.10 -37.73
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 89,078 1,676,337 71.66 1,765,415 87.10 -5.05
BUFTX - Buffalo Discovery Fund Investor Class 81,285 219,480 71.66 300,765 87.10 -27.03
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 55,565 948,797 71.66 1,004,362 87.10 -5.53
IJH - iShares Core S&P Mid-Cap ETF 26,491 1,643,179 71.66 1,669,670 87.10 -1.59
MDYV - SPDR(R) S & P 400 Mid Cap Value ETF 15,940 38,740 71.66 54,680 87.11 -29.15
Herzfeld Caribbean Basin Fund Inc 13,818 29,868 71.65 43,686 87.10 -31.63
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 11,330 127,845 71.66 139,175 87.10 -8.14
VEXMX - Vanguard Extended Market Index Fund Investor Shares 9,573 775,977 71.66 785,550 87.10 -1.22
IJJ - iShares S&P Mid-Cap 400 Value ETF 8,527 194,140 71.66 202,667 87.10 -4.21
QWVOX - Clearwater Small Companies Fund 7,632 10,480 71.66 18,112 87.12 -42.14
ONEO - SPDR Russell 1000 Momentum Focus ETF 5,539 1,519 71.76 7,058 87.14 -78.48
IJK - iShares S&P Mid-Cap 400 Growth ETF 5,273 194,985 71.66 200,258 87.10 -2.63
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 3,572 29,687 71.65 33,259 87.10 -10.74
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 3,462 85,905 71.66 89,367 87.10 -3.87
SSDIX - DWS Small Cap Growth Fund Institutional Class 3,300 31,069 71.65 34,369 87.11 -9.60
NOMIX - Northern Mid Cap Index Fund 3,235 57,380 71.66 60,615 87.11 -5.34
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 3,098 2,466 71.78 5,564 87.17 -55.68
QCSTRX - Stock Account Class R1 2,700 49,437 71.67 52,137 87.10 -5.18
IWB - iShares Russell 1000 ETF 2,361 40,780 71.65 43,141 87.11 -5.47
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 2,215 38,993 71.65 41,208 87.09 -5.38
MDYG - SPDR(R) S & P 400 Mid Cap Growth ETF 1,806 40,962 71.65 42,768 87.10 -4.22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 1,688 25,019 71.67 26,707 87.09 -6.32
SPMD - SPDR(R) Portfolio Mid Cap ETF 1,420 134,597 71.66 136,017 87.10 -1.04
GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 1,323 9,317 71.70 10,640 87.12 -12.43
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 1,300 15,300 71.63 16,600 87.11 -7.83
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 1,278 1,827 71.70 3,105 86.96 -41.16
MML Series Investment Fund II - MML Equity Rotation Fund Class II 1,220 190 73.68 1,410 86.52 -86.52
JSCSX - JPMorgan U.S. Small Company Fund Class I 1,200 57,400 71.66 58,600 87.10 -2.05
JECIX - Mid Cap Index Trust NAV 1,109 31,812 71.67 32,921 87.09 -3.37
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 886 14,357 71.67 15,243 87.12 -5.81
PEXMX - T. Rowe Price Extended Equity Market Index Fund 800 8,950 71.62 9,750 87.08 -8.21
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 791 13,156 71.68 13,947 87.12 -5.67
FIMVX - Fidelity Mid Cap Value Index Fund 764 7,880 71.70 8,644 87.11 -8.84
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 695 27,028 71.67 27,723 87.11 -2.51
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 631 1,682 71.94 2,313 86.90 -27.28
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 612 9,514 71.68 10,126 87.10 -6.04
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 600 3,160 71.52 3,760 86.97 -15.96
RBLD - First Trust Global Engineering and Construction ETF 554 2,799 71.81 3,353 87.09 -16.52
HCCEX - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 473 4,033 71.66 4,506 87.00 -10.50
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 386 14,992 71.64 15,378 87.07 -2.51
GRID - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 345 4,018 71.68 4,363 87.10 -7.91
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 300 4,000 71.75 4,300 87.21 -6.98
EZM - WisdomTree U.S. MidCap Fund N/A 225 18,806 71.68 19,031 87.12 -1.18
FNDRX - FRC Founders Index Fund 212 816 71.08 1,028 87.55 -20.62
Profunds - Profund Vp Mid-cap Value 168 342 73.10 510 86.27 -32.94
KGHG - KraneShares Global Carbon Transformation ETF 159 151 72.85 310 87.10 -51.29
NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 145 807 71.87 952 87.18 -15.23
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 100 700 71.43 800 87.50 -12.50
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 100 8,500 71.65 8,600 87.09 -1.16
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 100 5,180 71.62 5,280 87.12 -1.89
USMIX - Extended Market Index Fund 90 7,465 71.67 7,555 87.09 -1.19
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 75 700 71.43 775 87.74 -9.68
Profunds - Profund Vp Ultramid-cap 72 171 70.18 243 86.42 -29.63
VLU - SPDR S&P 1500 Value Tilt ETF 60 676 71.01 736 86.96 -8.15
Profunds - Profund Vp Mid-cap Growth 54 393 71.25 447 87.25 -12.08
MMTM - SPDR S&P 1500 Momentum Tilt ETF 52 18 55.56 70 85.71 -74.29
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 50 435 71.26 485 86.60 -10.31
IWV - iShares Russell 3000 ETF 48 15,064 71.63 15,112 87.08 -0.32
Profunds - Profund Vp Industrials 41 148 74.32 189 84.66 -21.69
RYMDX - Mid-Cap 1.5x Strategy Fund Class H 36 242 70.25 278 86.33 -12.95
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 19 97 72.16 116 86.21 -16.38
Name Current Puts
Name Current Calls
Name
VMNFX - Vanguard Market Neutral Fund Investor Shares
QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
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