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	1,404	61.00	34.33	34.21
Previous Quarter	1,455	62.00	34.33	34.49

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	34	203	249	2	126	81
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	2	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	5	5	55	0	27	15
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	112,871,717	20.93	16.96	171,832,845	31.86	34.06
Previous Quarter	55,755,326	10.34	34.33	171,634,108	31.82	34.49

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
Vanguard Group Inc	87,540,866	34.33
VANGUARD GROUP INC	86,061,246
COHEN & STEERS, INC.	70,462,139
Cohen & Steers, Inc.	61,472,482	34.34
BlackRock Inc.	57,115,834
BlackRock Inc.	55,712,041	34.33
State Street Corp	38,709,498	34.33
STATE STREET CORP	35,583,315
VGSIX - Vanguard Real Estate Index Fund Investor Shares	25,879,762	32.81
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	15,531,455	34.33
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares	12,245,059	34.33
VFINX - Vanguard 500 Index Fund Investor Shares	11,806,290	34.33
Blackstone Group Inc	11,732,241	34.33
PGGM Investments	11,684,043	36.09
Geode Capital Management, Llc	11,666,769	34.26
Invesco Ltd.	11,512,029	34.33
CSRSX - Cohen & Steers Realty Shares Class L	11,021,225	34.33
CSEIX - Cohen & Steers Real Estate Securities Fund Class A	9,700,011	34.33
CSRIX - Cohen & Steers Institutional Realty Shares	9,376,748	34.33
Northern Trust Corp	9,326,815	34.33

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
Vanguard Group Inc	87,540,866	34.33
Cohen & Steers, Inc.	61,472,482	34.34
BlackRock Inc.	55,712,041	34.33
State Street Corp	38,709,498	34.33
VGSIX - Vanguard Real Estate Index Fund Investor Shares	25,722,890	35.37
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	15,531,455	34.33
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares	12,245,059	34.33
VFINX - Vanguard 500 Index Fund Investor Shares	11,806,290	34.33
Blackstone Group Inc	11,732,241	34.33
PGGM Investments	11,684,043	36.09
Geode Capital Management, Llc	11,666,769	34.26
Invesco Ltd.	11,512,029	34.33
CSRSX - Cohen & Steers Realty Shares Class L	11,021,225	34.33
CSEIX - Cohen & Steers Real Estate Securities Fund Class A	9,700,011	34.33
CSRIX - Cohen & Steers Institutional Realty Shares	9,376,748	34.33
Northern Trust Corp	9,326,815	34.33
Resolution Capital Ltd	8,836,250	34.33
Jpmorgan Chase & Co	8,382,149	34.33
American Century Companies Inc	8,375,295	34.33
Dimensional Fund Advisors Lp	7,577,906	34.33

Recent Quarter Analysis

Recent Quarter 34 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	86,061,246
COHEN & STEERS, INC.	70,462,139
STATE STREET CORP	35,583,315
Eaton Vance Tax-managed Global Diversified Equity Income Fund	941,729	32.81
QDF - FlexShares Quality Dividend Index Fund	290,917	32.81
Eaton Vance Tax Advantaged Global Dividend Income Fund	231,193	32.81
ALTL - Pacer Lunt Large Cap Alternator ETF	154,300	32.81
EADIX - Eaton Vance Tax-Managed Global Dividend Income Fund Class A	52,653	32.82
FTC - First Trust Large Cap Growth AlphaDEX Fund	51,395	32.80
HUSV - First Trust Horizon Managed Volatility Domestic ETF	42,553	32.81
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund	38,671	32.82
TTDAX - Toews Tactical Defensive Alpha Fund	36,000	32.81
Old National Bancorp /in/	32,394	25.90
Walker Asset Management, LLC	30,380	30.28
DAREX - Dunham Real Estate Stock Fund Class A	28,146	32.79
Dimensional ETF Trust - Dimensional US Real Estate ETF	22,758	32.82
Commons Capital, Llc	14,840	34.30
Global Income Builder Portfolio - Global Income Builder Portfolio	14,331	32.80
FAD - First Trust Multi Cap Growth AlphaDEX Fund	5,398	32.79
DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES	4,283	32.92

Recent Quarter 203 Institutes closed out their positions

Name	Shares	PPS
Citadel Advisors Llc	1,263,450	34.33
Royal Bank Of Canada	1,112,378	34.33
FALCX - Strategic Advisers Large Cap Fund	849,544	32.86
USISX - Income Stock Fund Shares	337,149	35.51
JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV	194,821	33.48
Real Estate Management Services Llc	193,900	36.09
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV	184,204	33.48
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I	143,653	33.48
TLORX - Transamerica Large Value Opportunities R	111,345	35.51
Nuveen Diversified Dividend & Income Fund	99,305	33.48
Manning & Napier Group, LLC	93,843	34.31
DRLAX - BNY Mellon Global Real Estate Securities Fund Class A	85,572	35.51
First Midwest Bank Trust Division	35,574	36.09
MAIMX - Victory Integrity Mid-Cap Value Fund Class A	35,100	33.48
B. Metzler seel. Sohn & Co. Holding AG	24,028	33.46
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund)	23,922	33.48
Capstone Investment Advisors, Llc	22,700	34.32
Maven Securities LTD	22,700	34.32
Group One Trading, L.p.	17,600	34.32
World Asset Management Inc	16,876	33.48
Aaron Wealth Advisors LLC	15,070	29.13
Commons Capital, Llc	14,840	34.30
Tudor Investment Corp Et Al	11,400	34.21
Tudor Investment Corp Et Al	11,400	34.21
SEEKX - Steward Large Cap Enhanced Index Fund Class A	8,580	35.55
IBM Retirement Fund	8,528	34.36
HighPoint Advisor Group LLC	8,299	33.50
Dixon Hubard Feinour & Brown Inc/va	7,750	34.32
Folger Nolan Fleming Douglas Capital Management, Inc	7,524	34.29
First Affirmative Financial Network	7,317	34.30
AFPAX - AmericaFirst Income Fund Class A	7,187	33.53
SS&H Financial Advisors, Inc.	6,800	34.26
Raymond James Trust N.a.	6,420	34.27
First Hawaiian Bank	5,920	34.29
C2C Wealth Management, LLC	5,900	34.75
DLCFX - Destinations Large Cap Equity Fund Class I	4,164	30.98
Berman Capital Advisors, LLC	3,375	33.48
Sonora Investment Management, LLC	2,700	33.33
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)	1,691	33.71
IFP Advisors, Inc	1,566	36.40
Wealth Quarterback LLC	1,361
GDMYX - Defensive Market Strategies Fund Institutional	1,300	33.85
Carroll Financial Associates, Inc.	1,231	34.93
Money Concepts Capital Corp	1,055	34.12
NUDV - Nuveen ESG Dividend ETF	621	35.43
Koshinski Asset Management, Inc.	540	35.19
MML Series Investment Fund II - MML Equity Rotation Fund Class II	422	33.18
Reilly Financial Advisors, Llc	420	35.71
Webster Bank, N. A.	300	33.33
Tarbox Family Office, Inc.	300	33.33
Heritage Wealth Management, Llc	200	35.00
Advocacy Wealth Management Services, LLC	11
GoalVest Advisory LLC	7
True North Advisors, LLC
Marshall Wace, Llp
VPCCX - Vanguard PRIMECAP Core Fund Investor Shares
Emerald Investment Partners, Llc
Nomura Holdings Inc
King Luther Capital Management Corp
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
Horizon Investments, LLC
Markston International Llc
Advisor Resource Council
FTDS - First Trust Total US Market AlphaDEX ETF
Walleye Trading LLC
Banco de Sabadell, S.A
PMARX - Pioneer Flexible Opportunities Fund : Class A Shares
Eii Capital Management, Inc.
Rational Advisors Llc
Wagner Wealth Management, Llc
Pearl River Capital, LLC
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
Paradigm, Strategies in Wealth Management, LLC
Pflug Koory, LLC
Alexandria Capital, LLC
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a)
Prelude Capital Management, Llc
Summit Wealth Group, LLC
Eagle Bay Advisors LLC
HRLIX - The Hartford Global Real Asset Fund Class I
Vantage Consulting Group Inc
Jordan Park Group LLC
Bp Plc
Baldwin Brothers Inc/ma
IYF - iShares U.S. Financials ETF
CAPROCK Group, Inc.
CIBC World Markets Inc.
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
CX Institutional
ACVF - American Conservative Values ETF
Sawyer & Company, Inc
Brendel Financial Advisors LLC
Sandy Spring Bank
Walled Lake Planning & Wealth Management, Llc
Krs Capital Management, Llc
Oak Asset Management, LLC
Column Capital Advisors, LLC
Capital Advisors, Ltd. LLC
Widmann Financial Services, Inc.
CWM Advisors, LLC
Alyeska Investment Group, L.P.
JIREX - Real Estate Securities Fund Class 1
Grace Capital
Ranger Global Real Estate Advisors, LLC
Rvb Capital Management Llc
Schonfeld Strategic Advisors LLC
HAFAX - Hartford AARP Balanced Retirement Fund Class A
Cassady Schiller Wealth Management, LLC
Siemens Fonds Invest GmbH
Fsb Premier Wealth Management, Inc.
Twinbeech Capital Lp
Te Ahumairangi Investment Management Ltd
Chilton Capital Management Llc
Verition Fund Management LLC
qPULA Trading Management LP
GFSYX - Strategic Alternatives Fund Institutional
PREAX - PACE Global Real Estate Securities Investments Class A
Machina Capital S.a.s.
BLES - Inspire Global Hope ETF
Btr Capital Management Inc
Holloway Wealth Management, LLC
Arrow Financial Corp
Coastal Bridge Advisors, LLC
Insight Folios Inc
ExodusPoint Capital Management, LP
Two Sigma Investments, Lp
LMR Partners LLP
Amplius Wealth Advisors, LLC
Capital Fund Management S.a.
Weld Capital Management Llc
Lee Financial Co
Delta Investment Management, LLC
Ade, Llc
GAOAX - JPMorgan Global Allocation Fund Class A
Boothbay Fund Management, Llc
Mirabella Financial Services Llp
Quinn Opportunity Partners LLC
Harvest Fund Management Co., Ltd
Campbell & CO Investment Adviser LLC
Cinctive Capital Management LP
HGI Capital Management, LLC
Corton Capital Inc.
TLARX - Transamerica Large Core R
TAP Consulting, LLC
Arlington Partners LLC
GWM Advisors LLC
Lombard Odier Asset Management (Switzerland) SA
Dark Forest Capital Management Lp
Sowell Financial Services LLC
Vigilant Capital Management, LLC
United Services Automobile Association
Arkadios Wealth Advisors
Stonnington Group, Llc
Capitolis Advisors LLC
D'Orazio & Associates, Inc.
Shore Point Advisors, LLC
Smith, Salley & Associates
Mid Atlantic Financial Management Inc/adv
Caisse De Depot Et Placement Du Quebec
Jacobi Capital Management LLC
HDCAX - Rational Equity Armor Fund Class A Shares
Baystate Wealth Management LLC
Oakworth Capital, Inc.
Spearhead Capital Advisors, Llc
Logan Capital Management Inc
Bayesian Capital Management, LP
Wealthspire Advisors, LLC
JNBA Financial Advisors
Morningstar Funds Trust - Morningstar Alternatives Fund
Cahill Financial Advisors Inc
GCHDX - Gotham Hedged Core Fund Institutional Class
LNFIX - QS Global Market Neutral Fund Class A
Jfs Wealth Advisors, Llc
Shelton Capital Management
Twin Capital Management Inc
New Age Alpha Trust - AVDR US LargeCap ESG ETF
Signet Financial Management, Llc
CoreCap Advisors, LLC
Cornerstone Advisory, LLC
O'shaughnessy Asset Management, Llc
RPG Investment Advisory, LLC
Long Pond Capital, LP
Independent Advisor Alliance
Meridian Wealth Partners, LLC
Sigma Planning Corp
Quantitative Investment Management, LLC
Gerber Kawasaki Wealth & Investment Management
Quantitative Systematic Strategies LLC
Capula Management Ltd
AMF Pensionsforsakring AB
Primecap Management Co/ca/
Meiji Yasuda Life Insurance Co
Budros, Ruhlin & Roe, Inc.
Pacitti Group Inc.
Liberty Wealth Management Llc
Delta Asset Management Llc/tn
Retirement Planning Co of New England, Inc.
Castleview Partners, Llc
1832 Asset Management L.P.
Resolute Advisors LLC
Norges Bank
Teza Capital Management LLC
MARNX - Convergence Long/Short Equity Fund - Institutional Class	32.64

Recent Quarter 249 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BlackRock Inc.	57,115,834		55,712,041	34.33
VGSIX - Vanguard Real Estate Index Fund Investor Shares	25,879,762	32.81	25,722,890	35.37
DFREX - Dfa Real Estate Securities Portfolio - Institutional Class	3,836,023	32.81	3,999,082	35.37
VRTPX - Vanguard Real Estate II Index Fund	3,293,413	32.81	3,265,130	35.37
SCHH - Schwab U.S. REIT ETF	2,469,757	29.69	2,521,637	31.06
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares	2,298,884	32.81	2,298,884	35.37
Sumitomo Mitsui Trust Holdings, Inc.	2,185,555	25.91	2,170,879	34.33
RSP - Invesco S&P 500 Equal Weight ETF	2,003,393	32.81	1,946,556	35.37
ICF - iShares Cohen & Steers REIT ETF	1,625,395	32.81	1,606,275	35.37
FSMDX - Fidelity Mid Cap Index Fund	1,322,940	32.81	1,215,130	35.37
REET - iShares Global REIT ETF	1,147,220	32.81	1,123,763	35.37
FISEX - Franklin Equity Income Fund Class A	1,100,000	32.81	960,000	35.37
USRT - iShares Core U.S. REIT ETF	1,050,933	32.81	1,097,359	35.37
FSRNX - Fidelity Real Estate Index Fund	1,050,533	32.81	1,041,894	35.37
SWPPX - Schwab S&P 500 Index Fund	979,336	32.81	953,753	35.37
Strs Ohio	817,569	25.91	837,371	34.33
FREL - Fidelity MSCI Real Estate Index ETF	674,439	32.81	722,058	35.37
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A	656,089	32.81	644,052	35.37
SUSA - iShares MSCI USA ESG Select ETF	605,773	32.81	610,744	35.37
Howland Capital Management Llc	503,618	25.91	502,900	34.33

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
NuWave Investment Management, LLC	6,845	25.86	0
GBDV - Global Beta Smart Income ETF	381	28.87	139	28.78

Recent Quarter 126 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
BlackRock Inc.	1,403,793	57,115,834		55,712,041	34.33	2.52
RTXAX - Tax-Managed Real Assets Fund Class A	178,441	244,102	32.81	65,661	35.36	271.76
VGSIX - Vanguard Real Estate Index Fund Investor Shares	156,872	25,879,762	32.81	25,722,890	35.37	0.61
FISEX - Franklin Equity Income Fund Class A	140,000	1,100,000	32.81	960,000	35.37	14.58
SWASX - Schwab Global Real Estate Fund	111,208	119,708	29.69	8,500	31.06	1308.33
FSMDX - Fidelity Mid Cap Index Fund	107,810	1,322,940	32.81	1,215,130	35.37	8.87
Clean Yield Group	62,734	177,378	25.91	114,644	34.33	54.72
RSP - Invesco S&P 500 Equal Weight ETF	56,837	2,003,393	32.81	1,946,556	35.37	2.92
Dearborn Partners Llc	51,244	56,574	29.45	5,330	54.03	961.43
Wealthfront Advisers Llc	45,000	115,531	25.91	70,531	34.33	63.80
NUMV - Nuveen ESG Mid-Cap Value ETF	36,213	187,299	32.81	151,086	35.37	23.97
EWRE - Invesco S&P 500 (R) Equal Weight Real Estate ETF	31,831	177,347	32.81	145,516	35.37	21.87
Toews Corp /adv	30,900	42,500	25.91	11,600	34.31	266.38
VRTPX - Vanguard Real Estate II Index Fund	28,283	3,293,413	32.81	3,265,130	35.37	0.87
Truist Financial Corp	27,237	225,173	25.91	197,936	34.33	13.76
SWPPX - Schwab S&P 500 Index Fund	25,583	979,336	32.81	953,753	35.37	2.68
Lgt Capital Partners Ltd.	25,002	124,840	25.91	99,838	34.33	25.04
RRESX - Global Real Estate Securities Fund Class S	24,429	435,778	32.81	411,349	35.37	5.94
REET - iShares Global REIT ETF	23,457	1,147,220	32.81	1,123,763	35.37	2.09
DnB Asset Management AS	21,700	163,979	25.91	142,279	34.33	15.25

Recent Quarter 81 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
JNBAX - JPMorgan Income Builder Fund Class A	375,454	238,487	32.81	613,941	35.37	-61.15
State of Alaska, Department of Revenue	234,287	455,950	25.90	690,237	34.33	-33.94
DFREX - Dfa Real Estate Securities Portfolio - Institutional Class	163,059	3,836,023	32.81	3,999,082	35.37	-4.08
CRAAX - Columbia Adaptive Risk Allocation Fund Class A	161,361	57,322	29.69	218,683	31.06	-73.79
Allspring Global Investments Holdings, LLC	88,225	41,406	25.89	129,631	34.33	-68.06
SCHH - Schwab U.S. REIT ETF	51,880	2,469,757	29.69	2,521,637	31.06	-2.06
FREL - Fidelity MSCI Real Estate Index ETF	47,619	674,439	32.81	722,058	35.37	-6.59
USRT - iShares Core U.S. REIT ETF	46,426	1,050,933	32.81	1,097,359	35.37	-4.23
FESIX - Fidelity SAI Real Estate Index Fund	39,110	207,102	32.81	246,212	35.37	-15.88
FLCPX - Fidelity SAI U.S. Large Cap Index Fund	34,494	178,629	32.81	213,123	35.37	-16.19
TOK - iShares MSCI Kokusai ETF	34,434	1,690	32.54	36,124	35.38	-95.32
FREEX - Franklin Real Estate Securities Fund Class A	29,041	447,423	32.81	476,464	35.37	-6.10
Moody National Bank Trust Division	21,035	13,015	25.89	34,050	34.30	-61.78
Strs Ohio	19,802	817,569	25.91	837,371	34.33	-2.36
Presima Inc.	15,400	45,100	25.92	60,500	34.33	-25.45
TISPX - TIAA-CREF S&P 500 Index Fund Institutional Class	15,031	102,708	32.81	117,739	35.37	-12.77
SCHX - Schwab U.S. Large-Cap ETF	14,809	421,648	29.69	436,457	31.06	-3.39
TFRIX - Terra Firma US Concentrated Realty Equity Fund Institutional Class Shares	11,000	17,307	25.89	28,307	34.34	-38.86
JPUS - JPMorgan Diversified Return U.S. Equity ETF	9,766	47,063	32.81	56,829	35.37	-17.18
GQRE - FlexShares Global Quality Real Estate Index Fund	8,654	279,090	32.81	287,744	35.37	-3.01

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 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

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 2 Institutes Increased Short Positions

Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
GTTMX - Quantitative U.S. Total Market Equity Portfolio

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
Old National Bancorp /in/	32,394	25.90
Walker Asset Management, LLC	30,380	30.28
DLCFX - Destinations Large Cap Equity Fund Class I	3,993	29.80
Urban Wealth Management, LLC	557	25.13
Morton Brown Family Wealth, LLC	189	26.46

Past Week 5 Institutes closed out their positions

Name	Shares	PPS
Dixon Hubard Feinour & Brown Inc/va	7,750	34.32
IBM Retirement Fund	8,528	34.36
C2C Wealth Management, LLC	5,900	34.75
First Hawaiian Bank	5,920	34.29
Aaron Wealth Advisors LLC	15,070	29.13

Past Week 55 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SCHH - Schwab U.S. REIT ETF	2,469,757	29.69	2,521,637	31.06
Sumitomo Mitsui Trust Holdings, Inc.	2,185,555	25.91	2,170,879	34.33
Strs Ohio	817,569	25.91	837,371	34.33
Howland Capital Management Llc	503,618	25.91	502,900	34.33
SCHX - Schwab U.S. Large-Cap ETF	421,648	29.69	436,457	31.06
ASRAX - Invesco Global Real Estate Income Fund CLASS A	314,791	29.69	314,791	31.06
SCHB - Schwab U.S. Broad Market ETF	274,447	29.69	269,943	31.06
SCHV - Schwab U.S. Large-Cap Value ETF	252,603	29.69	248,172	31.06
Truist Financial Corp	225,173	25.91	197,936	34.33
FNDX - Schwab Fundamental U.S. Large Company Index ETF	142,209	29.69	130,877	31.06
SWASX - Schwab Global Real Estate Fund	119,708	29.69	8,500	31.06
Wealthfront Advisers Llc	115,531	25.91	70,531	34.33
Lee Danner & Bass Inc	94,370	25.91	94,520	34.33
American Assets Capital Advisers, LLC	92,100	25.91	79,300	34.33
RDIV - Invesco S&P Ultra Dividend Revenue ETF	85,875	29.69	90,780	31.06
CRAAX - Columbia Adaptive Risk Allocation Fund Class A	57,322	29.69	218,683	31.06
Dearborn Partners Llc	56,574	29.45	5,330	54.03
ZDIVX - Zacks Dividend Fund Investor Class	54,375	29.68	46,530	31.06
Hartford Investment Management Co	51,816	25.92	51,219	34.32
NEIAX - Columbia Large Cap Index Fund Class A	51,201	29.69	49,926	31.07
LeJeune Puetz Investment Counsel LLC	50,635	25.89	50,130	34.31
Oregon Public Employees Retirement Fund	41,973	25.92	42,823	34.33
Allspring Global Investments Holdings, LLC	41,406	25.89	129,631	34.33
Louisiana State Employees Retirement System	34,200	26.46	34,000	35.29
PBUS - Invesco PureBeta MSCI USA ETF	33,906	29.70	32,991	31.07
Trust Co Of Vermont	32,264	25.91	33,417	34.32
SFREX - Schwab Fundamental Global Real Estate Index Fund	31,331	29.68	32,141	31.05
New Mexico Educational Retirement Board	29,927	25.90	31,327	34.32
SCHK - Schwab 1000 Index ETF	29,728	29.70	28,798	31.04
Harrington Investments, INC	25,902	25.91	25,584	34.32
Exchange Traded Concepts, Llc	25,644	25.89	24,409	34.33
Sumitomo Life Insurance Co	20,440	25.93	20,150	34.34
BTC Capital Management, Inc.	11,712	25.87	3,489	34.39
Regions Financial Corp	8,871	25.81	8,789	34.25
Geneos Wealth Management Inc.	6,854	26.55	7,045	34.21
RWL - Invesco S&P 500 Revenue ETF	5,886	29.73	4,849	31.14
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	5,449	29.73	5,249	31.05
Umb Bank N A/mo	3,692	25.73	3,562	34.25
SPFIX - S&P 500 Index Fund Direct Shares	3,020	29.80	3,020	31.13
Hexagon Capital Partners LLC	2,694	25.98	2,694	34.15
Delaware Investments Dividend & Income Fund, Inc	2,300	29.57	2,300	30.87
DDIAX - Delaware Wealth Builder Fund Class A	2,001	29.49	4,331	31.17
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I	1,855	29.65	1,718	30.85
Orion Capital Management LLC	1,700	25.88	1,700	34.12
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	1,262	29.32	1,360	30.88
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	1,184	29.56	1,184	31.25
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A	1,144	29.72	1,144	31.47
Corbenic Partners LLC	924	25.97	924	34.63
Spire Wealth Management	734	25.89	565	33.63
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF	541	29.57	601	31.61
Private Ocean, LLC	337	23.74	337	35.61
American Research & Management Co.	300	26.67	300	33.33
Investors Research Corp	287	24.39	287	34.84
BCR Wealth Strategies, LLC	240	25.00	240	33.33
Bogart Wealth, LLC	173	23.12	173	34.68

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 27 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
SWASX - Schwab Global Real Estate Fund	111,208	119,708	29.69	8,500	31.06	1308.33
Dearborn Partners Llc	51,244	56,574	29.45	5,330	54.03	961.43
Wealthfront Advisers Llc	45,000	115,531	25.91	70,531	34.33	63.80
Truist Financial Corp	27,237	225,173	25.91	197,936	34.33	13.76
Sumitomo Mitsui Trust Holdings, Inc.	14,676	2,185,555	25.91	2,170,879	34.33	0.68
American Assets Capital Advisers, LLC	12,800	92,100	25.91	79,300	34.33	16.14
FNDX - Schwab Fundamental U.S. Large Company Index ETF	11,332	142,209	29.69	130,877	31.06	8.66
BTC Capital Management, Inc.	8,223	11,712	25.87	3,489	34.39	235.68
ZDIVX - Zacks Dividend Fund Investor Class	7,845	54,375	29.68	46,530	31.06	16.86
SCHB - Schwab U.S. Broad Market ETF	4,504	274,447	29.69	269,943	31.06	1.67
SCHV - Schwab U.S. Large-Cap Value ETF	4,431	252,603	29.69	248,172	31.06	1.79
NEIAX - Columbia Large Cap Index Fund Class A	1,275	51,201	29.69	49,926	31.07	2.55
Exchange Traded Concepts, Llc	1,235	25,644	25.89	24,409	34.33	5.06
RWL - Invesco S&P 500 Revenue ETF	1,037	5,886	29.73	4,849	31.14	21.39
SCHK - Schwab 1000 Index ETF	930	29,728	29.70	28,798	31.04	3.23
PBUS - Invesco PureBeta MSCI USA ETF	915	33,906	29.70	32,991	31.07	2.77
Howland Capital Management Llc	718	503,618	25.91	502,900	34.33	0.14
Hartford Investment Management Co	597	51,816	25.92	51,219	34.32	1.17
LeJeune Puetz Investment Counsel LLC	505	50,635	25.89	50,130	34.31	1.01
Harrington Investments, INC	318	25,902	25.91	25,584	34.32	1.24
Sumitomo Life Insurance Co	290	20,440	25.93	20,150	34.34	1.44
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	200	5,449	29.73	5,249	31.05	3.81
Louisiana State Employees Retirement System	200	34,200	26.46	34,000	35.29	0.59
Spire Wealth Management	169	734	25.89	565	33.63	29.91
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I	137	1,855	29.65	1,718	30.85	7.97
Umb Bank N A/mo	130	3,692	25.73	3,562	34.25	3.65
Regions Financial Corp	82	8,871	25.81	8,789	34.25	0.93

Past Week 15 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
CRAAX - Columbia Adaptive Risk Allocation Fund Class A	161,361	57,322	29.69	218,683	31.06	-73.79
Allspring Global Investments Holdings, LLC	88,225	41,406	25.89	129,631	34.33	-68.06
SCHH - Schwab U.S. REIT ETF	51,880	2,469,757	29.69	2,521,637	31.06	-2.06
Strs Ohio	19,802	817,569	25.91	837,371	34.33	-2.36
SCHX - Schwab U.S. Large-Cap ETF	14,809	421,648	29.69	436,457	31.06	-3.39
RDIV - Invesco S&P Ultra Dividend Revenue ETF	4,905	85,875	29.69	90,780	31.06	-5.40
DDIAX - Delaware Wealth Builder Fund Class A	2,330	2,001	29.49	4,331	31.17	-53.80
New Mexico Educational Retirement Board	1,400	29,927	25.90	31,327	34.32	-4.47
Trust Co Of Vermont	1,153	32,264	25.91	33,417	34.32	-3.45
Oregon Public Employees Retirement Fund	850	41,973	25.92	42,823	34.33	-1.98
SFREX - Schwab Fundamental Global Real Estate Index Fund	810	31,331	29.68	32,141	31.05	-2.52
Geneos Wealth Management Inc.	191	6,854	26.55	7,045	34.21	-2.71
Lee Danner & Bass Inc	150	94,370	25.91	94,520	34.33	-0.16
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	98	1,262	29.32	1,360	30.88	-7.21
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF	60	541	29.57	601	31.61	-9.98

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