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	1,208	22.00	22.16	21.93
Previous Quarter	1,274	23.00	22.24	22.23

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	21	260	209	103	92	188
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	5	4	27	3	8	12
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	0	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Past Week	0	0	0	0	0	0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

	BlackRock			Vanguard
Quarter	Shares	% Ownership	PPS	Shares	% Ownership	PPS
Current Quarter	31,798,101	5.40	4.81	21,358,956	3.63	21.53
Previous Quarter	6,793,828	1.15	22.52	51,027,381	8.67	22.22

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
Cruden Financial Services Llc	77,665,316
VANGUARD GROUP INC	53,022,207
PRICE T ROWE ASSOCIATES INC /MD/	50,380,541
Independent Franchise Partners LLP	29,081,532	22.15
BlackRock Inc.	25,005,863
Yacktman Asset Management Lp	16,228,818	22.15
YACKTMAN ASSET MANAGEMENT LP	16,195,304
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc.	15,702,977	22.15
Independent Franchise Partners LLP	14,003,308
Burgundy Asset Management Ltd.	12,958,518	22.15
Dodge & Cox	11,061,683	22.15
Hotchkis & Wiley Capital Management Llc	10,337,243	22.15
SOF Ltd	9,781,882	22.52
PRFDX - T. Rowe Price Equity Income Fund	9,690,000	22.15
YACKX - AMG Yacktman Fund Class I	8,900,000	22.15
DODGX - Dodge & Cox Stock Fund	7,684,190	22.15
VWNFX - Vanguard Windsor II Fund Investor Shares	7,309,310	19.86
Contour Asset Management LLC	7,220,183	22.15
BlackRock Inc.	6,777,900	22.52
Vanguard Group Inc	5,194,590	22.52

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
Independent Franchise Partners LLP	29,081,532	22.15
Yacktman Asset Management Lp	16,228,818	22.15
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc.	15,702,977	22.15
Burgundy Asset Management Ltd.	12,958,518	22.15
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares	11,149,934	22.15
VFINX - Vanguard 500 Index Fund Investor Shares	11,103,664	22.15
Dodge & Cox	11,061,683	22.15
Hotchkis & Wiley Capital Management Llc	10,337,243	22.15
SOF Ltd	9,781,882	22.52
PRFDX - T. Rowe Price Equity Income Fund	9,690,000	22.15
YACKX - AMG Yacktman Fund Class I	8,900,000	22.15
DODGX - Dodge & Cox Stock Fund	7,684,190	22.15
VWNFX - Vanguard Windsor II Fund Investor Shares	7,309,310	22.24
Contour Asset Management LLC	7,220,183	22.15
BlackRock Inc.	6,777,900	22.52
River Road Asset Management, LLC	5,716,926	22.15
Vanguard Group Inc	5,194,590	22.52
Fmr Llc	4,664,235	22.15
State Street Corp	4,626,978	22.62
VIVAX - Vanguard Value Index Fund Investor Shares	4,210,356	22.15

Recent Quarter Analysis

Recent Quarter 21 New Institutes added position

Name	Shares	PPS
Cruden Financial Services Llc	77,665,316
VANGUARD GROUP INC	53,022,207
PRICE T ROWE ASSOCIATES INC /MD/	50,380,541
YACKTMAN ASSET MANAGEMENT LP	16,195,304
TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A	64,409	19.86
THMAX - Thrivent Moderate Allocation Fund Class A	52,213	19.86
Rosenberg Matthew Hamilton	3,418	15.80
Harel Insurance Investments & Financial Services Ltd.	1,985	16.12
Urban Wealth Management, LLC	1,230	15.45
TAAAX - Thrivent Aggressive Allocation Fund Class A	972	19.55
AALGX - Thrivent Global Stock Fund Class A	960	19.79
Ellevest, Inc.	471	14.86
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I	356	22.47
Aspire Private Capital, LLC	195	20.51
TCAAX - Thrivent Moderately Conservative Allocation Fund Class A	186	21.51
Pinnacle Bancorp, Inc.	83	12.05
Bogart Wealth, LLC	83	12.05
Sargent Bickham Lagudis LLC	28
ACG Wealth	22
Burleson & Company, LLC	18

Recent Quarter 260 Institutes closed out their positions

Name	Shares	PPS
Optimal Asset Management, Inc.	241,769	23.53
Tudor Investment Corp Et Al	105,155	22.15
Simplex Trading, Llc	103,800	22.20
FUMIX - Fidelity SAI U.S. Momentum Index Fund	60,127	22.24
O'Shares Investment Advisers, LLC	56,434	22.15
B. Metzler seel. Sohn & Co. Holding AG	40,690	23.52
PASIX - PACE Alternative Strategies Investments Class A	30,605	22.25
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund)	29,604	23.54
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio	23,500	23.23
Wolverine Trading, Llc	23,100	22.77
PTLC - Pacer Trendpilot US Large Cap ETF	19,799	22.22
MRVIX - BMO Mid-Cap Value Fund Class I	18,668	21.64
World Asset Management Inc	11,545	23.56
Savant Capital, LLC	10,829	22.16
PEAK6 Investments LLC	9,800	22.14
Aaron Wealth Advisors LLC	7,611	44.41
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6	7,464	22.24
TCOEX - Tactical Offensive Equity Fund	7,100	22.25
UBS Group AG	2,231	22.41
UBS Group AG	2,231	22.41
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I	356	22.47
Tarbox Family Office, Inc.	195	20.51
Aspire Private Capital, LLC	195	20.51
Bbva Usa	117	25.64
GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares	104	19.23
Berman Capital Advisors, LLC	65	15.38
IFP Advisors, Inc	43	46.51
Carroll Financial Associates, Inc.	42
DYNF - BlackRock U.S. Equity Factor Rotation ETF	17
Maven Securities LTD
BI Asset Management Fondsmaeglerselskab A/S
Ergoteles LLC
Symmetry Partners, LLC
Advisory Services Network, LLC
USSPX - 500 Index Fund -Member Shares
CX Institutional
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
Blueshift Asset Management, LLC
MOJAX - Power Momentum Index Fund Class A Shares
Gemmer Asset Management LLC
AGAQX - 361 Global Long/Short Equity Fund Investor Class
Savior LLC
FORA Capital, LLC
Bp Plc
GDEPX - Goldman Sachs Defensive Equity Fund Class P Shares
Parallax Volatility Advisers, L.P.
Tabor Asset Management, LP
GSCYX - SMALL CAP EQUITY FUND Institutional
Amerivest Investment Management LLC
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
AREX Capital Management, LP
Standard Family Office LLC
Strategic Blueprint, LLC
Exos Asset Management LLC
Crewe Advisors LLC
Jupiter Asset Management Ltd
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I
Perpetual Investment Management Ltd
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
ARLSX - AMG River Road Long-Short Fund CLASS N SHARES
Global Trust Asset Management, LLC
TVRAX - Guggenheim Directional Allocation Fund Class A
Diversified Trust Co
Patton Fund Management, Inc.
Polar Asset Management Partners Inc.
Ionic Capital Management LLC
Private Advisory Group LLC
FLSP - Franklin Liberty Systematic Style Premia ETF
LMR Partners LLP
SWDSX - Schwab Dividend Equity Fund
Mangrove Partners
Geneos Wealth Management Inc.
National Asset Management, Inc.
HighPoint Advisor Group LLC
Kemnay Advisory Services Inc.
SWANX - Schwab Core Equity Fund
IBM Retirement Fund
Six Columns Capital, Lp
Neo Ivy Capital Management
Tibra Equities Europe Ltd
Sachem Head Capital Management LP
GCGIX - Goldman Sachs Large Cap Growth Insights Fund Institutional
BCJ Capital Management, LLC
Donoghue Forlines LLC
Jacobs Levy Equity Management, Inc
Syverson Strege & Co
MorganRosel Wealth Management, LLC
Summit Wealth Group, LLC
Exchange Traded Concepts, Llc
Machina Capital S.a.s.
NVQ - QRAFT AI-Enhanced U.S. Next Value ETF
Aristides Capital LLC
Css Llc/il
Hartland & Co., LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
Kestra Advisory Services, LLC
Ritholtz Wealth Management
Dorsey Wright & Associates
E Fund Management Co., Ltd.
Enterprise Financial Services Corp
Meritage Group LP
Fox Run Management, L.l.c.
Susquehanna Fundamental Investments, Llc
ITTAX - Hartford Multi-Asset Income and Growth Fund Class A
Capital Advisors, Ltd. LLC
Confluence Wealth Services, Inc.
AMP Capital Investors Ltd
USMF - WisdomTree U.S. Multifactor Fund N/A
PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF
MXDU - Nationwide Maximum Diversification U.S. Core Equity ETF
Snowden Capital Advisors LLC
Wellington Management Group Llp
Ironwood Financial, llc
PIBAX - PGIM BALANCED FUND Class A
FLDFX - BALANCED FUND Retail Class
SMSAX - SIMT Multi-Strategy Alternative Fund Class F
GATEX - Gateway Fund Class A Shares
Arrowstreet Capital, Limited Partnership
Liberty Wealth Management Llc
QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares
MML Series Investment Fund II - MML Equity Rotation Fund Class II
FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
First Quadrant L P/ca
Quantbot Technologies LP
Maverick Capital Ltd
ESGV - Vanguard ESG U.S. Stock ETF ETF Shares
Grantham, Mayo, Van Otterloo & Co. LLC
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class
Candriam Luxembourg S.C.A.
MML Series Investment Fund II - MML Asset Momentum Fund Class II
Retirement Planning Co of New England, Inc.
FLDOX - MODERATE ALLOCATION FUND Retail Class
LEQAX - LoCorr Dynamic Equity Fund Class A
CRBN - iShares MSCI ACWI Low Carbon Target ETF
DCM Advisors, LLC
PLRG - Principal U.S. Large-Cap Adaptive Multi-Factor ETF
Contravisory Investment Management, Inc.
Cigna Investments Inc /new
FinTrust Capital Advisors, LLC
Moors & Cabot, Inc.
Meiji Yasuda Asset Management Co Ltd.
Railway Pension Investments Ltd
Caption Management, LLC
Morningstar Funds Trust - Morningstar Alternatives Fund
Seven Eight Capital, Lp
Scotia Capital Inc.
VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class
Scopus Asset Management, L.p.
Moore Capital Management, Lp
Raymond James Financial Services Advisors, Inc.
Kistler-Tiffany Companies, LLC
Cetera Investment Advisers
GFSYX - Strategic Alternatives Fund Institutional
Amplius Wealth Advisors, LLC
Norges Bank
Versor Investments LP
Dynamic Technology Lab Private Ltd
Prestige Wealth Management Group LLC
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
Fortis Advisors, LLC
Unigestion Holding SA
Arkadios Wealth Advisors
Cutler Group LP
Center for Financial Planning, Inc.
FLFGX - GLOBAL ALLOCATION FUND Retail Class
Ontario Teachers Pension Plan Board
Strategy Asset Managers Llc
Brookfield Asset Management Inc.
FLSPX - SPECTRUM FUND Retail Class
AFMC - First Trust Active Factor Mid Cap ETF
Stifel Financial Corp
VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares
Eagle Bay Advisors LLC
Proequities, Inc.
Cornerstone Advisory, LLC
AMOMX - AQR Large Cap Momentum Style Fund Class I
Alps Advisors Inc
FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class
Astrantus Ltd
JRSAX - Janus Henderson U.S. Managed Volatility Fund Class A
Castleview Partners, Llc
Guidance Point Advisors, LLC
Cutler Group LP
OVEIX - Sterling Capital Mid Value Fund Institutional Class
Ieq Capital, Llc
NMIAX - Columbia Large Cap Enhanced Core Fund Class A
Optiver Holding B.V.
Twinbeech Capital Lp
TILDX - DCM/INNOVA High Dividend Income Innovation Fund
Signet Financial Management, Llc
Wahed Invest LLC
MTUM - iShares Edge MSCI USA Momentum Factor ETF
RFDA - RiverFront Dynamic US Dividend Advantage ETF
Jones Financial Companies Lllp
GPTUX - GuidePath(R) Tactical Allocation Fund Service Shares
SGMAX - SIIT Global Managed Volatility Fund Class A
Kerrisdale Advisers, LLC
Old National Bancorp /in/
USMV - iShares Edge MSCI Min Vol USA ETF
180 Wealth Advisors, Llc
AIVL - WisdomTree U.S. Dividend ex-Financials Fund N/A
Gyon Technologies Capital Management, LP
Campbell & CO Investment Adviser LLC
COPLX - Copley Fund Inc /nv/
Maven Securities LTD
OMFL - Invesco Russell 1000(R) Dynamic Multifactor ETF
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
Kettle Hill Capital Management, Llc
Csenge Advisory Group
Paradigm Financial Partners, Llc
DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
Steward Partners Investment Advisory, Llc
Paragon Capital Management Ltd
QWLD - SPDR MSCI World StrategicFactors ETF
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund
Brinker Capital Investments, LLC
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
J.w. Cole Advisors, Inc.
CIBC World Markets Inc.
Point72 Hong Kong Ltd
HLGE - Hartford Longevity Economy ETF
Ossiam
AFLG - First Trust Active Factor Large Cap ETF
Alpha Paradigm Partners, LLC
FFILX - FormulaFolios US Equity Fund Institutional Class
QGRO - American Century STOXX U.S. Quality Growth ETF
Caxton Associates Lp
Beaird Harris Wealth Management, LLC
Corton Capital Inc.
SVTAX - Simt Global Managed Volatility Fund Class F
Bridgefront Capital, LLC
Aigen Investment Management, Lp
Cutler Group LP
DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
GMUEX - GMO U.S. Equity Fund Class III
Caption Management, LLC
Cahill Financial Advisors Inc
Shore Point Advisors, LLC
WestEnd Advisors, LLC
Stratos Wealth Partners, LTD.
GAOAX - JPMorgan Global Allocation Fund Class A
RAFE - PIMCO RAFI ESG U.S. ETF
Old Mission Capital Llc
Twin Tree Management, LP
RGEAX - Global Equity Fund Class A
Scopus Asset Management, L.p.
Meridian Wealth Partners, LLC
CoreCap Advisors, LLC
Credit Capital Investments LLC
Capitolis Advisors LLC
Altfest L J & Co Inc
Hrt Financial Lp
XPND - First Trust Expanded Technology ETF
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
Shell Asset Management Co
SPECX - Alger Spectra Fund Class A	22.24

Recent Quarter 209 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BlackRock Inc.	25,005,863		6,777,900	22.52
VWNFX - Vanguard Windsor II Fund Investor Shares	7,309,310	19.86	7,309,310	22.24
Metropolis Capital Ltd	3,743,924	15.89	2,192,674	22.52
IFPUX - Independent Franchise Partners US Equity Fund	3,371,628	22.15	1,509,703	22.52
Thompson Siegel & Walmsley Llc	1,500,091	15.58	1,651	22.41
FDVLX - Fidelity Value Fund	1,036,100	19.86	1,036,100	22.24
RSP - Invesco S&P 500 Equal Weight ETF	729,013	19.91	717,006	22.24
CHTTX - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES	719,048	19.86	755,517	22.24
AADEX - American Beacon Large Cap Value Fund Institutional Class	708,900	19.86	772,500	22.24
DFAT - Dimensional U.S. Targeted Value ETF	672,873	19.91	671,330	22.24
FSTRX - Federated MDT Large Cap Value Fund Class A Shares	552,659	19.86	552,659	22.24
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	406,136	19.91	297,566	22.24
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	303,887	19.86	297,765	22.24
FSMDX - Fidelity Mid Cap Index Fund	297,455	19.91	877,512	22.24
HWAIX - Hotchkis & Wiley Value Opportunities Fund Class I	286,600	15.58	419,700	22.15
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	280,427	19.91	280,427	22.24
TRPWX - TIAA-CREF Mid-Cap Growth Fund Institutional Class	278,185	19.86	304,138	22.24
RPV - Invesco S&P 500 Pure Value ETF	243,718	19.91	204,856	22.24
FXD - First Trust Consumer Discretionary AlphaDEX Fund	236,204	19.86	681,352	22.24
FCOM - Fidelity MSCI Communication Services Index ETF	236,110	19.86	203,187	22.24

Recent Quarter 103 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VSEQX - Vanguard Strategic Equity Fund Investor Shares	1,331,079	22.52	923,115	22.15
FXAIX - Fidelity 500 Index Fund	1,255,650	22.43	4,016,541	22.32
VMVIX - Vanguard Mid-Cap Value Index Fund Investor Shares	378,120	22.52	3,911,729	22.15
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares	355,310	22.52	11,149,934	22.15
IWR - iShares Russell Mid-Cap ETF	346,369	22.52	1,089,945	22.15
IWS - iShares Russell Mid-Cap Value ETF	244,074	22.52	802,658	22.15
FCFMX - Fidelity Series Total Market Index Fund	176,721	22.43	375,698	22.32
FLVEX - Fidelity Large Cap Value Enhanced Index Fund	165,849	22.43	863,735	22.32
VADCX - Invesco Equally-weighted S&p 500 Fund Class C	154,873	22.43	497,545	22.32
VLACX - Vanguard Large-Cap Index Fund Investor Shares	122,280	22.52	407,679	22.15
FNCMX - Fidelity Nasdaq Composite Index Fund	111,410	22.43	214,018	22.32
QCSTRX - Stock Account Class R1	109,238	22.52	504,934	22.15
FMEIX - Fidelity Mid Cap Enhanced Index Fund	107,741	22.43	385,453	22.32
PREIX - T. Rowe Price Equity Index 500 Fund	99,369	22.52	315,433	22.15
IWB - iShares Russell 1000 ETF	82,739	22.52	275,937	22.15
IUSV - iShares Core S&P U.S. Value ETF	72,950	22.52	235,434	22.15
SCHB - Schwab U.S. Broad Market ETF	60,599	22.43	197,721	22.32
SCHV - Schwab U.S. Large-Cap Value ETF	55,613	22.42	179,754	22.32
VRVIX - Vanguard Russell 1000 Value Index Fund Institutional Shares	53,683	22.43	170,450	22.32
ONEQ - Fidelity Nasdaq Composite Index Tracking Stock	45,101	22.44	34,473	22.31

Recent Quarter 92 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
BlackRock Inc.	18,227,963	25,005,863		6,777,900	22.52	268.93
IFPUX - Independent Franchise Partners US Equity Fund	1,861,925	3,371,628	22.15	1,509,703	22.52	123.33
Metropolis Capital Ltd	1,551,250	3,743,924	15.89	2,192,674	22.52	70.75
Thompson Siegel & Walmsley Llc	1,498,440	1,500,091	15.58	1,651	22.41	90759.54
VSEQX - Vanguard Strategic Equity Fund Investor Shares	407,964	1,331,079	22.52	923,115	22.15	44.19
QCEQRX - Equity Index Account Class R1	146,822	213,357	22.15	66,535	22.51	220.67
GSELX - Goldman Sachs U.S. Equity Insights Fund Institutional	128,766	164,714	19.86	35,948	22.23	358.20
NOSIX - Northern Stock Index Fund	111,407	147,664	22.15	36,257	22.53	307.27
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	108,570	406,136	19.91	297,566	22.24	36.49
RPV - Invesco S&P 500 Pure Value ETF	38,862	243,718	19.91	204,856	22.24	18.97
FCOM - Fidelity MSCI Communication Services Index ETF	32,923	236,110	19.86	203,187	22.24	16.20
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A	32,880	33,578	22.16	698	22.92	4710.60
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares	20,725	30,308	22.14	9,583	22.54	216.27
DSPIX - BNY Mellon Institutional S&P 500 Stock Index Fund Class I	18,361	29,080	19.88	10,719	22.20	171.29
PEOPX - BNY Mellon S&P 500 Index Fund	15,278	24,233	19.85	8,955	22.22	170.61
Gabelli Equity Trust Inc	14,400	105,000	22.15	90,600	22.52	15.89
Wealthfront Advisers Llc	12,068	12,068	15.58	0		0.00
RSP - Invesco S&P 500 Equal Weight ETF	12,007	729,013	19.91	717,006	22.24	1.67
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A	11,410	16,531	22.14	5,121	22.46	222.81
Signature Estate & Investment Advisors Llc	11,401	116,554	15.58	105,153	22.16	10.84

Recent Quarter 188 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
VFINX - Vanguard 500 Index Fund Investor Shares	11,086,333	17,331	22.50	11,103,664	22.15	-99.84
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares	10,794,624	355,310	22.52	11,149,934	22.15	-96.81
River Road Asset Management, LLC	5,520,715	196,211	15.58	5,716,926	22.15	-96.57
VIVAX - Vanguard Value Index Fund Investor Shares	4,182,446	27,910	22.54	4,210,356	22.15	-99.34
VMVIX - Vanguard Mid-Cap Value Index Fund Investor Shares	3,533,609	378,120	22.52	3,911,729	22.15	-90.33
FXAIX - Fidelity 500 Index Fund	2,760,891	1,255,650	22.43	4,016,541	22.32	-68.74
DLCFX - Destinations Large Cap Equity Fund Class I	1,602,507	944	18.01	1,603,451	22.32	-99.94
IWR - iShares Russell Mid-Cap ETF	743,576	346,369	22.52	1,089,945	22.15	-68.22
FLVEX - Fidelity Large Cap Value Enhanced Index Fund	697,886	165,849	22.43	863,735	22.32	-80.80
FSMDX - Fidelity Mid Cap Index Fund	580,057	297,455	19.91	877,512	22.24	-66.10
IWS - iShares Russell Mid-Cap Value ETF	558,584	244,074	22.52	802,658	22.15	-69.59
SWPPX - Schwab S&P 500 Index Fund	475,007	216,271	19.91	691,278	22.24	-68.71
FXD - First Trust Consumer Discretionary AlphaDEX Fund	445,148	236,204	19.86	681,352	22.24	-65.33
QCSTRX - Stock Account Class R1	395,696	109,238	22.52	504,934	22.15	-78.37
VADCX - Invesco Equally-weighted S&p 500 Fund Class C	342,672	154,873	22.43	497,545	22.32	-68.87
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii	302,344	99,903	19.91	402,247	22.24	-75.16
VLACX - Vanguard Large-Cap Index Fund Investor Shares	285,399	122,280	22.52	407,679	22.15	-70.01
FMEIX - Fidelity Mid Cap Enhanced Index Fund	277,712	107,741	22.43	385,453	22.32	-72.05
PREIX - T. Rowe Price Equity Index 500 Fund	216,064	99,369	22.52	315,433	22.15	-68.50
FCFMX - Fidelity Series Total Market Index Fund	198,977	176,721	22.43	375,698	22.32	-52.96

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 2 Previous Institutes closed Put Positions

Name	Previous Puts
Cutler Group LP	0
Maven Securities LTD	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Scopus Asset Management, L.p.	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 5 New Institutes added position

Name	Shares	PPS
Harel Insurance Investments & Financial Services Ltd.	1,985	16.12
Urban Wealth Management, LLC	1,230	15.45
Ellevest, Inc.	471	14.86
Bogart Wealth, LLC	83	12.05
Trust Co Of Vermont	3

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Savant Capital, LLC	10,829	22.16
Aaron Wealth Advisors LLC	7,611	44.41
Tarbox Family Office, Inc.	195	20.51
O'Shares Investment Advisers, LLC	56,434	22.15

Past Week 27 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Thompson Siegel & Walmsley Llc	1,500,091	15.58	1,651	22.41
HWAIX - Hotchkis & Wiley Value Opportunities Fund Class I	286,600	15.58	419,700	22.15
HWMIX - Hotchkis & Wiley Mid-Cap Value Fund Class I	225,500	15.58	214,200	22.15
River Road Asset Management, LLC	196,211	15.58	5,716,926	22.15
KCS Wealth Advisory	104,207	15.89	98,052	22.52
HWCIX - Hotchkis & Wiley Diversified Value Fund Class I	57,000	15.58	57,000	22.16
Gulf International Bank (UK) Ltd	55,025	15.30	55,025	22.14
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	46,690	17.58	63,002	22.32
Baker Ellis Asset Management LLC	25,150	15.90	33,000	22.52
Louisiana State Employees Retirement System	24,600	16.30	24,700	21.86
HWGIX - Hotchkis & Wiley Global Value Fund Class I	21,100	15.59	17,600	22.16
First Hawaiian Bank	14,523	15.56	14,523	22.17
Beacon Investment Advisory Services, Inc.	14,493	15.59	14,522	22.17
Karpas Strategies, Llc	13,818	15.56	14,168	22.16
Hartford Investment Management Co	12,207	15.89	12,386	22.53
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	11,049	17.38	11,049	22.35
Truist Financial Corp	10,164	15.64	20,103	22.14
Spire Wealth Management	9,322	15.55	8,510	22.09
New Mexico Educational Retirement Board	6,750	15.85	7,050	22.55
Asset Dedication, LLC	2,030	14.78	2,030	21.67
DLCFX - Destinations Large Cap Equity Fund Class I	944	18.01	1,603,451	22.32
SPFIX - S&P 500 Index Fund Direct Shares	910	17.58	910	21.98
Hanson & Doremus Investment Management	255	15.69	255	23.53
JTC Employer Solutions Trusteee Ltd	125	16.00	125	24.00
4Thought Financial Group Inc.	93	10.75	93	21.51
Mv Capital Management, Inc.	81	12.35	78	25.64
Umb Bank N A/mo	74	13.51	74	27.03

Past Week 3 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares
Wealthfront Advisers Llc	12,068	15.58	0
Charter Oak Capital Management, LLC	110	9.09	352
TCI Wealth Advisors, Inc.	87	11.49	7

Past Week 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Thompson Siegel & Walmsley Llc	1,498,440	1,500,091	15.58	1,651	22.41	90759.54
Wealthfront Advisers Llc	12,068	12,068	15.58	0		0.00
HWMIX - Hotchkis & Wiley Mid-Cap Value Fund Class I	11,300	225,500	15.58	214,200	22.15	5.28
KCS Wealth Advisory	6,155	104,207	15.89	98,052	22.52	6.28
HWGIX - Hotchkis & Wiley Global Value Fund Class I	3,500	21,100	15.59	17,600	22.16	19.89
Spire Wealth Management	812	9,322	15.55	8,510	22.09	9.54
TCI Wealth Advisors, Inc.	80	87	11.49	7		1142.86
Mv Capital Management, Inc.	3	81	12.35	78	25.64	3.85

Past Week 12 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
River Road Asset Management, LLC	5,520,715	196,211	15.58	5,716,926	22.15	-96.57
DLCFX - Destinations Large Cap Equity Fund Class I	1,602,507	944	18.01	1,603,451	22.32	-99.94
HWAIX - Hotchkis & Wiley Value Opportunities Fund Class I	133,100	286,600	15.58	419,700	22.15	-31.71
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	16,312	46,690	17.58	63,002	22.32	-25.89
Truist Financial Corp	9,939	10,164	15.64	20,103	22.14	-49.44
Baker Ellis Asset Management LLC	7,850	25,150	15.90	33,000	22.52	-23.79
Karpas Strategies, Llc	350	13,818	15.56	14,168	22.16	-2.47
New Mexico Educational Retirement Board	300	6,750	15.85	7,050	22.55	-4.26
Charter Oak Capital Management, LLC	242	110	9.09	352		-68.75
Hartford Investment Management Co	179	12,207	15.89	12,386	22.53	-1.45
Louisiana State Employees Retirement System	100	24,600	16.30	24,700	21.86	-0.40
Beacon Investment Advisory Services, Inc.	29	14,493	15.59	14,522	22.17	-0.20

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name