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 | 944 | 276.00 | 15.14 | 17.17 |
| Previous Quarter | 960 | 138.00 | 15.45 | 18.71 |
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 | 58 | 172 | 573 | 161 | 306 | 255 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 2 | 0 | 0 | 6 | 2 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 2 | 3 | 178 | 2 | 75 | 60 |
| 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 | 2 |
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 | 306,429,759 | 0.00 | 0.00 | 118,077,742 | 0.00 | 0.00 |
| Previous Quarter | 1,219,659 | 0.00 | 0.00 | 118,785,133 | 0.00 | 0.00 |
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. | 305,568,539 | |
| AMECX - INCOME FUND OF AMERICA Class A | 81,713,475 | 14.87 |
| CAIBX - CAPITAL INCOME BUILDER Class A | 53,444,582 | 14.87 |
| GLIFX - Lazard Global Listed Infrastructure Portfolio Institutional Shares | 50,190,700 | 12.82 |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 46,722,929 | 14.86 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A | 30,997,054 | 14.76 |
| VTMGX - Vanguard Developed Markets Index Fund Admiral Shares | 26,419,144 | 12.85 |
| GSIHX - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares | 24,581,777 | 14.86 |
| IEFA - iShares Core MSCI EAFE ETF | 19,118,962 | 14.86 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A | 17,574,000 | 12.81 |
| VWIGX - Vanguard International Growth Fund Investor Shares | 15,286,770 | 14.75 |
| SVAAX - Federated Strategic Value Dividend Fund Class A Shares | 13,746,940 | 14.87 |
| EFA - iShares MSCI EAFE ETF | 11,947,814 | 14.86 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND Class A | 11,578,765 | 14.87 |
| TROSX - T. Rowe Price Overseas Stock Fund | 10,487,680 | 14.86 |
| VGENX - Vanguard Energy Fund Investor Shares | 8,869,712 | 14.86 |
| FSPSX - Fidelity International Index Fund | 8,846,648 | 14.75 |
| VEURX - Vanguard European Stock Index Fund Investor Shares | 7,694,578 | 14.86 |
| FSKLX - Fidelity SAI International Low Volatility Index Fund | 6,951,376 | 14.86 |
| VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares | 6,915,780 | 14.86 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| AMECX - INCOME FUND OF AMERICA Class A | 79,316,824 | 14.61 |
| CAIBX - CAPITAL INCOME BUILDER Class A | 49,778,095 | 14.61 |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 46,972,117 | 14.63 |
| GLIFX - Lazard Global Listed Infrastructure Portfolio Institutional Shares | 41,317,050 | 15.36 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A | 30,997,054 | 15.13 |
| VTMGX - Vanguard Developed Markets Index Fund Admiral Shares | 26,029,397 | 15.37 |
| GSIHX - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares | 21,757,476 | 14.63 |
| IEFA - iShares Core MSCI EAFE ETF | 18,692,488 | 14.63 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A | 17,574,000 | 15.36 |
| VWIGX - Vanguard International Growth Fund Investor Shares | 16,084,513 | 15.12 |
| SVAAX - Federated Strategic Value Dividend Fund Class A Shares | 13,746,940 | 14.61 |
| EFA - iShares MSCI EAFE ETF | 11,945,608 | 14.63 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND Class A | 11,578,765 | 14.61 |
| TROSX - T. Rowe Price Overseas Stock Fund | 10,531,640 | 14.63 |
| FSPSX - Fidelity International Index Fund | 8,660,219 | 15.12 |
| VGENX - Vanguard Energy Fund Investor Shares | 8,628,490 | 14.63 |
| FSKLX - Fidelity SAI International Low Volatility Index Fund | 8,404,314 | 14.63 |
| VEURX - Vanguard European Stock Index Fund Investor Shares | 8,160,890 | 14.63 |
| EFV - iShares MSCI EAFE Value ETF | 6,853,722 | 14.63 |
| VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares | 6,844,890 | 14.63 |
| Name | Shares | PPS |
|---|---|---|
| GCCHX - GMO Climate Change Fund Class III | 251,092 | 14.75 |
| GLOV - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF | 90,812 | 14.76 |
| Tudor Investment Corp Et Al | 87,440 | 64.68 |
| FEP - First Trust Europe AlphaDEX Fund | 80,309 | 12.80 |
| Arrowstreet Capital, Limited Partnership | 75,436 | 64.69 |
| Dorsey Wright & Associates | 45,106 | 64.69 |
| FCENX - Franklin International Core Equity (IU) Fund Advisor | 41,466 | 14.86 |
| QLVD - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund | 35,451 | 14.98 |
| Campbell & CO Investment Adviser LLC | 26,199 | 64.70 |
| MNCSX - Mercer Non-US Core Equity Fund Class I | 21,885 | 64.70 |
| BBTIX - Bridge Builder Tax Managed International Equity Fund | 21,232 | 12.86 |
| Ergoteles LLC | 17,002 | 64.70 |
| NewEdge Wealth, LLC | 16,823 | 64.67 |
| AADR - AdvisorShares Dorsey Wright ADR ETF | 14,810 | 64.69 |
| F3Logic, LLC | 12,326 | 64.66 |
| Henry James International Management Inc. | 12,181 | 64.69 |
| Meridian Wealth Management, LLC | 12,026 | 64.69 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio | 11,793 | 12.80 |
| Engineers Gate Manager LP | 11,372 | 64.72 |
| CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class | 11,325 | 74.35 |
| Name | Shares | PPS |
|---|---|---|
| MISNX - BMO Pyrford International Stock Fund Class I | 1,089,063 | 13.30 |
| Wells Fargo & Company/mn | 905,592 | 76.87 |
| Nuveen Tax Advantaged Total Return Strategy Fund | 277,251 | 11.92 |
| Susquehanna International Group, Llp | 253,000 | 76.87 |
| Jane Street Group, Llc | 187,600 | 76.87 |
| UBS Group AG | 152,770 | 76.87 |
| JHAAX - Multi-Asset Absolute Return Fund Class A | 142,330 | 14.64 |
| Nuveen Diversified Dividend & Income Fund | 135,938 | 11.92 |
| Optiver Holding B.V. | 132,800 | 76.87 |
| GIMFX - GMO Implementation Fund | 103,580 | 13.27 |
| Aaron Wealth Advisors LLC | 76,101 | 13.01 |
| Raymond James Financial Services Advisors, Inc. | 69,264 | 76.87 |
| Bnp Paribas Arbitrage, Sa | 47,787 | 76.86 |
| INFR - Legg Mason Global Infrastructure ETF | 44,097 | 12.81 |
| RPg Family Wealth Advisory, LLC | 41,494 | 76.88 |
| GBFFX - GMO Benchmark-Free Fund Class III | 39,241 | 13.28 |
| KOMP - SPDR S&P Kensho New Economies Composite ETF | 39,058 | 76.86 |
| D. E. Shaw & Co., Inc. | 35,622 | 76.86 |
| AGLOX - Ariel Global Fund Investor Class | 31,721 | 11.92 |
| AINTX - Ariel International Fund Investor Class | 26,271 | 14.35 |
| BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A | 24,788 | 13.27 |
| Wolverine Trading, Llc | 20,500 | 76.83 |
| Wolverine Trading, Llc | 20,500 | 76.83 |
| NENGX - Northern Engage360 Fund | 20,391 | 11.92 |
| Schonfeld Strategic Advisors LLC | 14,300 | 76.85 |
| Cordatus Wealth Management LLC | 13,103 | 76.85 |
| SIMS - SPDR S&P Kensho Intelligent Structures ETF | 10,530 | 76.83 |
| Quantamental Technologies LLC | 9,494 | 76.89 |
| Sante Capital Fund, LP | 9,096 | 76.85 |
| Financial Architects, Inc | 6,679 | 76.81 |
| PTIN - Pacer Trendpilot International ETF | 6,190 | 73.18 |
| Groesbeck Investment Management Corp /nj/ | 5,935 | 76.83 |
| Quest Capital Management Inc /adv | 5,031 | 72.35 |
| Marshall Wace, Llp | 5,013 | 76.80 |
| GBATX - GMO Strategic Opportunities Allocation Fund Class III | 4,898 | 13.27 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 | 4,405 | 73.10 |
| Eaton Vance Management | 4,370 | 76.89 |
| Paloma Partners Management Co | 4,365 | 76.98 |
| GQG Partners LLC | 3,932 | 76.81 |
| First Mercantile Trust Co | 3,459 | 59.55 |
| Orion Portfolio Solutions, LLC | 3,257 | 76.76 |
| National Asset Management, Inc. | 3,246 | 77.02 |
| IHT Wealth Management, LLC | 3,211 | 76.92 |
| Vaughan David Investments Inc/il | 3,007 | 76.82 |
| Sage Rhino Capital Llc | 2,937 | 76.95 |
| Greenleaf Trust | 2,932 | 76.74 |
| Icon Wealth Partners, LLC | 2,931 | 76.77 |
| Sfmg, Llc | 2,786 | 76.81 |
| Lincoln National Corp | 2,672 | 77.10 |
| Td Asset Management Inc | 2,660 | 76.69 |
| Marcum Wealth, LLC | 2,647 | 76.69 |
| Armor Investment Advisors, LLC | 2,642 | 76.84 |
| Accurate Wealth Management, LLC | 2,642 | 76.84 |
| Texas Yale Capital Corp. | 2,605 | 76.78 |
| Ritholtz Wealth Management | 2,602 | 76.86 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares | 2,472 | 14.16 |
| Quantbot Technologies LP | 2,427 | 76.64 |
| Lloyd Advisory Services, LLC. | 2,426 | 76.67 |
| Freedman Financial Associates, Inc. | 1,629 | 76.73 |
| IFP Advisors, Inc | 1,329 | 54.93 |
| Wealth Quarterback LLC | 760 | |
| NEXT Financial Group, Inc | 517 | 71.57 |
| RODE - Hartford Multifactor Diversified International ETF | 492 | 14.23 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 403 | 76.92 |
| O'Dell Group, LLC | 393 | 76.34 |
| Crescent Capital Consulting, LLC | 388 | 72.16 |
| Berman Capital Advisors, LLC | 327 | 58.10 |
| Tcwp Llc | 267 | 74.91 |
| Bellwether Advisors, LLC | 248 | 76.61 |
| Bbva Usa | 173 | 57.80 |
| Rockbridge Investment Management, LCC | 166 | 72.29 |
| Asset Dedication, LLC | 151 | 72.85 |
| Carroll Financial Associates, Inc. | 100 | 70.00 |
| CoreFirst Bank & Trust | 98 | 81.63 |
| Prentice Wealth Management LLC | 79 | 63.29 |
| Carroll Investors, Inc | 59 | 67.80 |
| 1832 Asset Management L.P. | 51 | 78.43 |
| Fortitude Advisory Group L.L.C. | 40 | 75.00 |
| Centerpoint Advisors, LLC | 11 | 90.91 |
| Manchester Capital Management LLC | ||
| Grantham, Mayo, Van Otterloo & Co. LLC | ||
| Capital Advisory Group Advisory Services, LLC | ||
| Mirae Asset Global Investments Co., Ltd. | ||
| JAGAX - Janus Henderson Adaptive Global Allocation Fund Class A | ||
| CWA Asset Management Group, LLC | ||
| McMahon Financial Advisors, LLC | ||
| Schroder Investment Management Group | ||
| RGT Wealth Advisors, LLC | ||
| Arcus Capital Partners, LLC | ||
| Roble, Belko & Company, Inc | ||
| Congress Park Capital LLC | ||
| EICVX - EIC Value Fund Class A | ||
| Quilter Plc | ||
| Liberty Wealth Management Llc | ||
| Hrt Financial Lp | ||
| StoneX Group Inc. | ||
| Atlas Private Wealth Advisors | ||
| Dynamic Advisor Solutions LLC | ||
| Bay Harbor Wealth Management, LLC | ||
| Arkadios Wealth Advisors | ||
| Albion Financial Group /ut | ||
| Hoese & Co LLP | ||
| Nomura Asset Management Co Ltd | ||
| Adage Capital Partners Gp, L.l.c. | ||
| Nicholas Hoffman & Company, LLC. | ||
| Strategic Blueprint, LLC | ||
| Beaird Harris Wealth Management, LLC | ||
| Geode Capital Management, Llc | ||
| SCLAX - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F | ||
| Boston Trust Walden Corp | ||
| Price T Rowe Associates Inc /md/ | ||
| Bbr Partners, Llc | ||
| Macquarie Group Ltd | ||
| JB Capital LLC | ||
| Verus Capital Partners, Llc | ||
| Sunbelt Securities, Inc. | ||
| Enterprise Financial Services Corp | ||
| Deutsche Bank Ag\ | ||
| Aigen Investment Management, Lp | ||
| Eagle Bay Advisors LLC | ||
| Rodgers Brothers Inc. | ||
| Maven Securities LTD | ||
| Credit Suisse Ag/ | ||
| West Bancorporation Inc | ||
| Stonebridge Capital Advisors LLC | ||
| Pacer Advisors, Inc. | ||
| Jacobi Capital Management LLC | ||
| Lake Street Advisors Group, Llc | ||
| Signet Financial Management, Llc | ||
| Millennium Management Llc | ||
| Consolidated Planning Corp | ||
| Boston Private Wealth Llc | ||
| Assenagon Asset Management S.A. | ||
| Emerald Investment Partners, Llc | ||
| Mcdonald Partners Llc | ||
| Verition Fund Management LLC | ||
| Arlington Partners LLC | ||
| IronBridge Private Wealth, LLC | ||
| Capital Analysts, Inc. | ||
| Garner Asset Management Corp | ||
| Pflug Koory, LLC | ||
| Ntv Asset Management Llc | ||
| Savior LLC | ||
| Delta Asset Management Llc/tn | ||
| Prestige Wealth Management Group LLC | ||
| GTCIX - Quantitative International Equity Portfolio | ||
| Platform Technology Partners | ||
| Mid Atlantic Financial Management Inc/adv | ||
| Moody National Bank Trust Division | ||
| LEQAX - LoCorr Dynamic Equity Fund Class A | ||
| Canton Hathaway, LLC | ||
| GAAVX - GMO Alternative Allocation Fund Class VI | ||
| Equity Investment Corp | ||
| Marshall Wace North America L.P. | ||
| Holloway Wealth Management, LLC | ||
| Barrett Asset Management, LLC | ||
| Blueshift Asset Management, LLC | ||
| qPULA Trading Management LP | ||
| Meridian Wealth Partners, LLC | ||
| SG Americas Securities, LLC | ||
| Clean Yield Group | ||
| American National Insurance Co /tx/ | ||
| Energy Income Partners, LLC | ||
| PXWIX - Pax Ellevate Global Women's Leadership Fund Institutional Class | ||
| Glenmede Trust Co Na | ||
| Absolute Capital Management, LLC | ||
| Amplius Wealth Advisors, LLC | ||
| BDO Wealth Advisors, LLC | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| PEAK6 Investments LLC | ||
| PEAK6 Investments LLC | ||
| Gemmer Asset Management LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 305,568,539 | 397,048 | 76.87 | |
| GLIFX - Lazard Global Listed Infrastructure Portfolio Institutional Shares | 50,190,700 | 12.82 | 41,317,050 | 15.36 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A | 30,997,054 | 14.76 | 30,997,054 | 15.13 |
| VTMGX - Vanguard Developed Markets Index Fund Admiral Shares | 26,419,144 | 12.85 | 26,029,397 | 15.37 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A | 17,574,000 | 12.81 | 17,574,000 | 15.36 |
| VWIGX - Vanguard International Growth Fund Investor Shares | 15,286,770 | 14.75 | 16,084,513 | 15.12 |
| FSPSX - Fidelity International Index Fund | 8,846,648 | 14.75 | 8,660,219 | 15.12 |
| AAAAX - DWS RREEF Real Assets Fund Class A | 6,815,138 | 12.79 | 5,311,138 | 15.44 |
| EWU - iShares MSCI United Kingdom ETF | 5,854,114 | 14.75 | 4,982,058 | 15.12 |
| MKVHX - MFS International Large Cap Value Fund R6 | 5,849,437 | 14.76 | 6,185,018 | 15.17 |
| IGF - iShares Global Infrastructure ETF | 5,592,761 | 12.85 | 5,147,892 | 15.37 |
| MainStay CBRE Global Infrastructure Megatrends Fund | 5,481,098 | 14.80 | 5,481,098 | 15.17 |
| TOLLX - DWS RREEF Global Infrastructure Fund Class A | 5,460,792 | 12.79 | 5,543,472 | 15.44 |
| ABALX - AMERICAN BALANCED FUND Class A | 5,320,000 | 12.81 | 5,320,000 | 15.36 |
| SCHF - Schwab International Equity ETF | 5,311,177 | 14.76 | 5,078,381 | 15.17 |
| QCSTRX - Stock Account Class R1 | 5,029,024 | 12.85 | 4,886,826 | 15.37 |
| FKUTX - Franklin Utilities Fund Class A1 | 5,000,000 | 12.85 | 5,000,000 | 15.37 |
| Renaissance Technologies Llc | 4,670,354 | 64.69 | 4,874,077 | 76.87 |
| Cohen & Steers Infrastructure Fund Inc | 3,889,986 | 12.85 | 3,889,986 | 15.37 |
| PRDAX - Diversified Real Asset Fund Class A | 3,614,025 | 14.75 | 3,301,817 | 15.12 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| AMECX - INCOME FUND OF AMERICA Class A | 81,713,475 | 14.87 | 79,316,824 | 14.61 |
| CAIBX - CAPITAL INCOME BUILDER Class A | 53,444,582 | 14.87 | 49,778,095 | 14.61 |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 46,722,929 | 14.86 | 46,972,117 | 14.63 |
| GSIHX - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares | 24,581,777 | 14.86 | 21,757,476 | 14.63 |
| IEFA - iShares Core MSCI EAFE ETF | 19,118,962 | 14.86 | 18,692,488 | 14.63 |
| SVAAX - Federated Strategic Value Dividend Fund Class A Shares | 13,746,940 | 14.87 | 13,746,940 | 14.61 |
| EFA - iShares MSCI EAFE ETF | 11,947,814 | 14.86 | 11,945,608 | 14.63 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND Class A | 11,578,765 | 14.87 | 11,578,765 | 14.61 |
| TROSX - T. Rowe Price Overseas Stock Fund | 10,487,680 | 14.86 | 10,531,640 | 14.63 |
| VGENX - Vanguard Energy Fund Investor Shares | 8,869,712 | 14.86 | 8,628,490 | 14.63 |
| VEURX - Vanguard European Stock Index Fund Investor Shares | 7,694,578 | 14.86 | 8,160,890 | 14.63 |
| FSKLX - Fidelity SAI International Low Volatility Index Fund | 6,951,376 | 14.86 | 8,404,314 | 14.63 |
| VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares | 6,915,780 | 14.86 | 6,844,890 | 14.63 |
| EFV - iShares MSCI EAFE Value ETF | 6,759,944 | 14.86 | 6,853,722 | 14.63 |
| EFAV - iShares Edge MSCI Min Vol EAFE ETF | 5,909,275 | 14.86 | 6,392,459 | 14.63 |
| FSGEX - Fidelity Series Global ex U.S. Index Fund | 4,546,025 | 14.86 | 4,421,657 | 14.63 |
| SCVEX - Hartford Schroders International Stock Fund Class A | 4,352,451 | 14.86 | 3,911,867 | 14.63 |
| TCIEX - TIAA-CREF International Equity Index Fund Institutional Class | 4,121,709 | 14.86 | 4,024,340 | 14.63 |
| BBEU - JPMorgan BetaBuilders Europe ETF | 3,662,973 | 14.86 | 3,291,089 | 14.63 |
| IXUS - iShares Core MSCI Total International Stock ETF | 3,638,112 | 14.86 | 3,622,251 | 14.63 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| PEAK6 Investments LLC | 0 |
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Jane Street Group, Llc | 3,300 | 190,900 | 187,600 | 1.76 |
| Walleye Trading LLC | 20,300 | 28,600 | 8,300 | 244.58 |
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Simplex Trading, Llc | 102,100 | 24,900 | 127,000 | -80.39 |
| Optiver Holding B.V. | 39,800 | 93,000 | 132,800 | -29.97 |
| Susquehanna International Group, Llp | 34,200 | 218,800 | 253,000 | -13.52 |
| Citadel Advisors Llc | 31,500 | 63,400 | 94,900 | -33.19 |
| Wolverine Trading, Llc | 16,700 | 3,800 | 20,500 | -81.46 |
| Group One Trading, L.p. | 2,900 | 4,000 | 6,900 | -42.03 |
| Name |
|---|
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
| LNFIX - QS Global Market Neutral Fund Class A |
| Name | Shares | PPS |
|---|---|---|
| FEP - First Trust Europe AlphaDEX Fund | 80,309 | 12.80 |
| BBTIX - Bridge Builder Tax Managed International Equity Fund | 21,232 | 12.86 |
| Name | Shares | PPS |
|---|---|---|
| Cordatus Wealth Management LLC | 13,103 | 76.85 |
| KOMP - SPDR S&P Kensho New Economies Composite ETF | 39,058 | 76.86 |
| SIMS - SPDR S&P Kensho Intelligent Structures ETF | 10,530 | 76.83 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| GLIFX - Lazard Global Listed Infrastructure Portfolio Institutional Shares | 50,190,700 | 12.82 | 41,317,050 | 15.36 |
| VTMGX - Vanguard Developed Markets Index Fund Admiral Shares | 26,419,144 | 12.85 | 26,029,397 | 15.37 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A | 17,574,000 | 12.81 | 17,574,000 | 15.36 |
| AAAAX - DWS RREEF Real Assets Fund Class A | 6,815,138 | 12.79 | 5,311,138 | 15.44 |
| IGF - iShares Global Infrastructure ETF | 5,592,761 | 12.85 | 5,147,892 | 15.37 |
| TOLLX - DWS RREEF Global Infrastructure Fund Class A | 5,460,792 | 12.79 | 5,543,472 | 15.44 |
| ABALX - AMERICAN BALANCED FUND Class A | 5,320,000 | 12.81 | 5,320,000 | 15.36 |
| QCSTRX - Stock Account Class R1 | 5,029,024 | 12.85 | 4,886,826 | 15.37 |
| Cohen & Steers Infrastructure Fund Inc | 3,889,986 | 12.85 | 3,889,986 | 15.37 |
| Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 | 2,520,556 | 12.85 | 2,393,212 | 15.37 |
| SPDW - SPDR(R) Portfolio Developed World ex-US ETF | 2,186,541 | 12.78 | 2,149,681 | 15.44 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A | 1,962,538 | 12.85 | 1,871,630 | 15.37 |
| NMFIX - Multi-manager Global Listed Infrastructure Fund | 1,945,691 | 12.82 | 544,031 | 15.36 |
| FMGIX - Frontier MFG Core Infrastructure Fund Institutional Class | 1,481,424 | 12.81 | 1,535,180 | 15.37 |
| CIUEX - Six Circles International Unconstrained Equity Fund | 1,471,607 | 12.85 | 1,339,293 | 15.37 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I | 1,320,933 | 12.81 | 1,320,933 | 15.37 |
| MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class | 1,157,992 | 12.81 | 750,344 | 15.36 |
| VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio | 1,072,551 | 12.85 | 1,050,541 | 15.37 |
| NOINX - Northern International Equity Index Fund | 1,070,375 | 12.82 | 1,083,883 | 15.36 |
| CBHAX - Victory Market Neutral Income Fund Class A | 1,015,714 | 12.85 | 604,284 | 15.37 |
| CSUAX - Cohen & Steers Global Infrastructure Fund Inc. Class A | 981,257 | 12.85 | 953,938 | 15.37 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio | 964,659 | 12.78 | 952,404 | 15.40 |
| Blackrock Utility & Infrastructure Trust | 928,474 | 12.85 | 928,474 | 15.37 |
| MTIIX - Global Infrastructure Portfolio CLASS I | 860,991 | 12.85 | 923,526 | 15.37 |
| GII - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF | 831,360 | 12.78 | 778,576 | 15.44 |
| IOO - iShares Global 100 ETF | 824,202 | 12.85 | 774,680 | 15.37 |
| QCGLRX - Global Equities Account Class R1 | 801,778 | 12.85 | 816,221 | 15.37 |
| FLUK - Franklin FTSE United Kingdom ETF | 788,676 | 12.78 | 825,184 | 15.44 |
| IEV - iShares Europe ETF | 701,834 | 12.85 | 739,709 | 15.37 |
| DWX - SPDR (R) S&P (R) International Dividend ETF | 686,749 | 12.78 | 678,282 | 15.44 |
| SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio | 601,072 | 12.78 | 566,208 | 15.40 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV | 594,978 | 12.85 | 585,989 | 15.37 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA | 565,437 | 12.81 | 562,557 | 15.36 |
| JNL SERIES TRUST - JNL International Index Fund (I) | 556,693 | 12.79 | 550,104 | 15.44 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 | 541,460 | 12.81 | 539,305 | 15.36 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 | 465,204 | 12.81 | 565,308 | 15.36 |
| JXI - iShares Global Utilities ETF | 460,906 | 12.85 | 425,959 | 15.37 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB | 449,554 | 12.81 | 440,294 | 15.36 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. | 442,120 | 12.85 | 473,913 | 15.37 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund | 404,410 | 12.85 | 391,410 | 15.37 |
| JGYIX - John Hancock Global Shareholder Yield Fund Class I | 378,359 | 12.85 | 475,784 | 15.37 |
| Partners Group Private Equity (master Fund), Llc | 378,176 | 12.77 | 378,176 | 15.43 |
| Versus Capital Real Assets Fund Llc | 374,950 | 12.85 | 1,128,650 | 15.37 |
| RGAVX - RARE Global Infrastructure Value Fund Class A | 373,535 | 12.82 | 279,260 | 15.36 |
| RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A | 364,269 | 12.85 | 230,632 | 15.37 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 | 345,691 | 12.81 | 350,849 | 15.36 |
| FRONTIER FUNDS, INC. - Frontier MFG Select Infrastructure Fund Institutional Class Shares | 341,289 | 12.81 | 343,498 | 15.37 |
| MXINX - Great-West International Index Fund Investor Class | 337,473 | 12.85 | 317,992 | 15.40 |
| First Trust Dynamic Europe Equity Income Fund | 330,218 | 12.81 | 330,218 | 15.37 |
| QEFA - SPDR MSCI EAFE StrategicFactors ETF | 317,234 | 12.78 | 313,812 | 15.44 |
| CWI - SPDR(R) MSCI ACWI EX-US ETF | 313,112 | 12.77 | 383,977 | 15.44 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K | 300,025 | 12.82 | 289,359 | 15.36 |
| QCSCRX - Social Choice Account Class R1 | 285,175 | 12.85 | 285,175 | 15.37 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV | 268,065 | 12.85 | 309,363 | 15.37 |
| AIMOX - AQR International Momentum Style Fund Class I | 258,041 | 12.85 | 260,687 | 15.37 |
| MBGIX - Global Infrastructure Portfolio Class I | 246,149 | 12.85 | 245,430 | 15.37 |
| Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A | 244,344 | 12.79 | 244,344 | 15.40 |
| GRID - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 242,697 | 12.81 | 261,560 | 15.37 |
| RODM - Hartford Multifactor Developed Markets (ex-US) ETF | 234,746 | 12.78 | 248,621 | 15.44 |
| GIIYX - International Equity Index Fund Institutional | 232,847 | 12.85 | 232,847 | 15.37 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA | 230,565 | 12.82 | 230,565 | 15.36 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio | 216,100 | 12.85 | 189,265 | 15.37 |
| MMIUX - MassMutual Select T. Rowe Price International Equity Fund Class I | 214,191 | 12.82 | 231,472 | 15.36 |
| CDHAX - Calvert International Responsible Index Fund Class A | 205,289 | 12.85 | 186,074 | 15.37 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 | 201,485 | 12.81 | 205,822 | 15.36 |
| PGUAX - Virtus Duff & Phelps Global Infrastructure Fund Class A | 200,851 | 12.81 | 199,796 | 15.37 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B | 200,766 | 12.82 | 201,675 | 15.36 |
| NRIAX - Nuveen Real Asset Income Fund Class A | 199,751 | 64.69 | 216,861 | 76.87 |
| UIVM - VictoryShares USAA MSCI International Value Momentum ETF | 198,422 | 12.78 | 102,315 | 15.43 |
| EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB | 197,847 | 12.81 | 128,702 | 15.36 |
| AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 | 191,463 | 12.81 | 200,190 | 15.36 |
| DWM - WisdomTree International Equity Fund N/A | 190,652 | 12.78 | 180,662 | 15.44 |
| MMIAX - MassMutual Premier International Equity Fund Class A | 186,179 | 12.82 | 228,355 | 15.36 |
| NSRKK - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K | 181,658 | 12.82 | 177,892 | 15.36 |
| BBIEX - Bridge Builder International Equity Fund | 179,770 | 12.85 | 159,380 | 15.37 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P | 174,393 | 12.85 | 172,274 | 15.37 |
| DOL - WisdomTree International LargeCap Dividend Fund N/A | 170,254 | 12.78 | 167,279 | 15.44 |
| HCIEX - The International Equity Portfolio HC Strategic Shares | 165,568 | 12.80 | 169,478 | 15.36 |
| HCINX - The Institutional International Equity Portfolio HC Strategic Shares | 157,088 | 12.80 | 196,404 | 15.37 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA | 153,905 | 12.81 | 153,905 | 15.36 |
| John Hancock Hedged Equity & Income Fund | 139,674 | 12.85 | 108,613 | 15.37 |
| DTH - WisdomTree International High Dividend Fund N/A | 128,592 | 12.78 | 119,049 | 15.44 |
| JIEQX - International Equity Index Trust NAV | 123,849 | 12.85 | 123,849 | 15.37 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class | 119,064 | 12.81 | 121,333 | 15.36 |
| SMINX - SIMT Tax-Managed International Managed Volatility Fund Class F | 113,695 | 12.78 | 140,036 | 15.47 |
| EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB | 111,285 | 12.81 | 117,538 | 15.36 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA | 111,235 | 12.82 | 109,738 | 15.36 |
| NQGAX - Nuveen NWQ Global Equity Income Fund Class A | 109,432 | 12.85 | 109,432 | 15.37 |
| Gabelli Global Utility & Income Trust | 101,000 | 12.80 | 15,700 | 76.88 |
| NAIGX - Nuveen NWQ International Value Fund - Class A | 94,959 | 12.85 | 103,137 | 15.37 |
| HDAVX - Janus Henderson Dividend & Income Builder Fund Class A | 91,885 | 12.80 | 91,885 | 15.36 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB | 90,171 | 12.82 | 90,171 | 15.36 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB | 87,350 | 12.81 | 87,758 | 15.36 |
| Nuveen Real Asset Income & Growth Fund | 87,209 | 64.70 | 94,675 | 76.87 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B | 85,699 | 12.81 | 79,999 | 15.36 |
| CGAEX - Calvert Global Energy Solutions Fund Class A | 82,750 | 12.85 | 102,006 | 15.37 |
| WIEFX - Walden International Equity Fund | 82,000 | 12.82 | 72,100 | 15.35 |
| GQRRX - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares | 79,521 | 12.78 | 540,855 | 15.47 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class | 78,019 | 12.80 | 51,883 | 15.36 |
| ANDNX - AQR International Defensive Style Fund Class N | 71,175 | 12.86 | 71,175 | 15.37 |
| EFAX - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | 69,078 | 12.78 | 61,745 | 15.43 |
| Gabelli Utility Trust | 69,000 | 64.70 | 69,000 | 76.87 |
| Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A | 64,100 | 12.81 | 64,100 | 15.37 |
| SPEU - SPDR(R) Portfolio Europe ETF | 62,408 | 12.77 | 65,851 | 15.44 |
| SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 59,930 | 12.78 | 56,985 | 15.41 |
| DGT - SPDR(R) Global Dow ETF | 57,235 | 12.77 | 55,380 | 15.44 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class | 56,103 | 12.85 | 55,041 | 15.37 |
| EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB | 56,082 | 12.82 | 53,885 | 15.37 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) | 50,031 | 12.79 | 50,392 | 15.44 |
| IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y | 49,636 | 12.81 | 51,580 | 15.37 |
| CMIUX - Six Circles Managed Equity Portfolio International Unconstrained Fund | 49,405 | 12.85 | 38,652 | 14.41 |
| FLEE - Franklin FTSE Europe ETF | 49,221 | 12.78 | 61,846 | 15.44 |
| Principal Diversified Select Real Asset Fund | 48,884 | 12.85 | 69,605 | 15.37 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I | 45,846 | 12.85 | 45,242 | 15.36 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial | 45,165 | 12.84 | 44,837 | 15.37 |
| GIDHX - Goldman Sachs International Equity Dividend and Premium Fund Institutional | 43,746 | 12.85 | 43,746 | 15.36 |
| RALIX - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares | 41,558 | 12.83 | 51,594 | 15.35 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB | 39,853 | 12.82 | 39,916 | 15.36 |
| GARTX - Goldman Sachs Absolute Return Tracker Fund Class A | 38,313 | 12.84 | 31,060 | 15.36 |
| THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A | 36,894 | 12.85 | 35,558 | 15.36 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A | 35,992 | 12.86 | 36,184 | 15.37 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B | 35,240 | 12.83 | 35,240 | 15.35 |
| MFDX - PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 32,168 | 12.84 | 27,035 | 15.35 |
| FKU - First Trust United Kingdom AlphaDEX Fund | 29,055 | 12.80 | 29,951 | 15.36 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund | 27,699 | 12.82 | 29,082 | 15.37 |
| DHIVX - Centre Global Infrastructure Fund Investor Class | 27,628 | 12.81 | 27,628 | 15.42 |
| NOIGX - Northern International Equity Fund | 27,388 | 12.82 | 27,337 | 15.36 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio | 27,120 | 12.87 | 27,120 | 15.38 |
| SAAAX - SIMT MULTI-ASSET ACCUMULATION FUND Class F | 26,031 | 12.79 | 26,031 | 15.44 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) | 25,916 | 12.77 | 25,916 | 15.43 |
| SEQAX - Guggenheim World Equity Income Fund A | 25,800 | 12.79 | 25,800 | 15.35 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I | 23,002 | 12.87 | 23,002 | 15.35 |
| DFBCX - Delaware Strategic Allocation Fund CLASS C | 22,120 | 12.79 | 22,120 | 15.37 |
| DWMF - WisdomTree International Multifactor Fund N/A | 22,108 | 12.76 | 17,049 | 15.43 |
| Gabelli Dividend & Income Trust | 22,000 | 64.68 | 22,000 | 76.86 |
| CIL - VictoryShares International Volatility Wtd ETF | 21,980 | 12.78 | 21,980 | 15.38 |
| QCVAX - Clearwater International Fund | 21,031 | 12.79 | 47,031 | 15.35 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB | 20,593 | 12.82 | 20,929 | 15.34 |
| MBAAX - Global Strategist Portfolio Class A Shares | 17,615 | 12.83 | 16,963 | 15.39 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service | 16,900 | 12.84 | 16,900 | 15.38 |
| CID - VictoryShares International High Div Volatility Wtd ETF | 15,447 | 12.82 | 15,447 | 15.41 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I | 14,850 | 12.86 | 19,106 | 15.39 |
| SVTAX - Simt Global Managed Volatility Fund Class F | 14,786 | 12.78 | 14,786 | 15.49 |
| DEW - WisdomTree Global High Dividend Fund N/A | 14,333 | 12.77 | 10,190 | 15.41 |
| GMWEX - GuideMark(R) World ex-US Fund Service Shares | 13,575 | 12.82 | 13,575 | 15.40 |
| GAGAX - The Gabelli Global Rising Income and Dividend Fund CLASS A | 13,500 | 64.67 | 14,000 | 76.86 |
| QRPNX - AQR Alternative Risk Premia Fund Class N | 12,232 | 12.84 | 12,232 | 15.37 |
| T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio | 11,786 | 12.81 | 12,183 | 15.35 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A | 10,406 | 12.88 | 10,674 | 15.36 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) | 10,339 | 12.77 | 10,339 | 15.48 |
| SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF | 9,983 | 12.82 | 9,559 | 15.48 |
| GTNDX - Invesco Global Low Volatility Equity Yield Fund Class A | 9,867 | 12.77 | 9,521 | 15.33 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares | 9,674 | 12.82 | 7,733 | 15.39 |
| MEVIX - Lazard Managed Equity Volatility Portfolio Institutional Shares | 9,650 | 12.85 | 9,100 | 15.38 |
| PQIIX - PIMCO Dividend and Income Fund Institutional Class | 9,626 | 12.88 | 24,807 | 15.36 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) | 9,060 | 12.80 | 8,874 | 15.44 |
| HCESX - The ESG Growth Portfolio HC Strategic Shares | 8,973 | 12.82 | 8,973 | 15.38 |
| FGIAX - Nuveen Global Infrastructure Fund Class A | 7,368 | 64.74 | 29,088 | 76.87 |
| FLEH - Franklin FTSE Europe Hedged ETF | 5,784 | 12.79 | 7,212 | 15.39 |
| MPLAX - Praxis International Index Fund Class A | 5,768 | 64.67 | 5,768 | 76.80 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 | 5,734 | 12.91 | 5,684 | 15.31 |
| MBEQX - M International Equity Fund | 3,907 | 12.80 | 3,907 | 15.36 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) | 3,831 | 12.79 | 1,845 | 76.96 |
| JXGAX - JPMorgan Access Growth Fund Class A | 3,717 | 12.91 | 3,717 | 15.33 |
| MIMPX - Global Strategist Portfolio Class I | 3,447 | 12.76 | 3,385 | 15.36 |
| RDMX - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF | 2,840 | 12.68 | 2,840 | 15.49 |
| JXBAX - JPMorgan Access Balanced Fund Class A | 2,788 | 12.91 | 2,788 | 15.42 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund | 2,361 | 64.80 | 2,361 | 76.66 |
| RNDM - Developed International Equity Select ETF | 2,005 | 12.97 | 2,489 | 15.27 |
| CIZ - VictoryShares Developed Enhanced Volatility Wtd ETF | 1,935 | 12.92 | 7,856 | 15.40 |
| QWLD - SPDR MSCI World StrategicFactors ETF | 1,916 | 12.53 | 2,604 | 15.36 |
| HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares | 1,842 | 13.03 | 2,230 | 15.25 |
| JINTX - Johnson International Fund | 1,629 | 64.46 | 1,629 | 76.73 |
| DMCY - DEMOCRACY INTERNATIONAL FUND Shares | 1,316 | 12.92 | 1,024 | 15.62 |
| IMWAX - Ivy ProShares MSCI ACWI Index Fund Class A | 1,208 | 12.42 | 1,510 | 15.23 |
| Nuveen Multi-Asset Income Fund | 859 | 65.19 | 3,237 | 76.92 |
| GDMIX - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares | 566 | 12.37 | 430 | 16.28 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio | 510 | 13.73 | 510 | 15.69 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| GAUAX - The Gabelli Utilities Fund Class A | 40,000 | 64.70 | 125,000 | 15.40 |
| Profunds - Profund Vp Europe 30 | 6,182 | 64.70 | 0 |
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| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
| LNFIX - QS Global Market Neutral Fund Class A |