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 150 0.00 0.00 0.25
Previous Quarter 0 0.00 0.00 0.00

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 147 146 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 1 0 0 0 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 0 0 0 0 0 0
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 0 0.00 0.00 0 0.00 0.00
Previous Quarter 0 0.00 0.00 0 0.00 0.00

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name Shares PPS
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 55,200 0.25
Roble, Belko & Company, Inc 4,502
RYLD - Global X Russell 2000 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 0
Darrow Company, Inc. 0
RYRRX - Russell 2000 Fund Class A 0
Price T Rowe Associates Inc /md/ 0
Simplex Trading, Llc 0
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 0
FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0
Profunds - Profund Vp Ultrasmall-cap 0
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 0
Rhumbline Advisers 0
State Street Corp 0
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 0
Amalgamated Bank 0
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 0
Morgan Stanley 0
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0
IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0

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

 

Recent Quarter Analysis

Name Shares PPS
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 55,200 0.25
Roble, Belko & Company, Inc 4,502
RYLD - Global X Russell 2000 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1
Fmr Llc 0
Vanguard Group Inc 0
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 0
Citigroup Inc 0
Geode Capital Management, Llc 0
Temasek Holdings (Private) Ltd 0
Barclays Plc 0
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 0
Jacobs Levy Equity Management, Inc 0
VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0
Concord Wealth Partners 0
Deutsche Bank Ag\ 0
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 0
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 0
Renaissance Technologies Llc 0
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 0
JESIX - Small Cap Index Trust NAV 0
Name Shares PPS
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
Darrow Company, Inc.
RYRRX - Russell 2000 Fund Class A
Price T Rowe Associates Inc /md/
Simplex Trading, Llc
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA
FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Profunds - Profund Vp Ultrasmall-cap
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
Rhumbline Advisers
State Street Corp
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
Amalgamated Bank
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
Morgan Stanley
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
TB Alternative Assets Ltd.
PJARX - SmallCap Value Fund II R-3
Fmr Llc
Ergoteles LLC
Belvedere Trading LLC
New York State Common Retirement Fund
Metropolitan Life Insurance Co/ny
Us Bancorp \de\
Belvedere Trading LLC
Bank of New York Mellon Corp
UBS Group AG
SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Manufacturers Life Insurance Company, The
SZCAX - DWS Small Cap Core Fund Class A
Voya Investment Management Llc
FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
BerganKDV Wealth Management, LLC
VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
JETSX - Total Stock Market Index Trust NAV
Profunds - Profund Vp Small-cap
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
USMIX - Extended Market Index Fund
EDBI Pte Ltd
NSIDX - Northern Small Cap Index Fund
URTY - ProShares UltraPro Russell2000
Washington Trust Advisors, Inc.
Belvedere Trading LLC
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P
SLPIX - Small-cap Profund Investor Class
ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
California State Teachers Retirement System
Tower Research Capital LLC (TRC)
FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
NTKI - Nationwide Russell 2000 Risk-Managed Income ETF
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Jane Street Group, Llc
FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
Vanguard Group Inc
FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Arboretum Ventures, LLC
Bank Of America Corp /de/
VCSLX - Small Cap Index Fund
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA
American International Group, Inc.
Temasek Holdings (Private) Ltd
Goldman Sachs Group Inc
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
SG Americas Securities, LLC
TSGUX - Small-Mid Cap Equity Fund
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
Citigroup Inc
RYMKX - Russell 2000 1.5x Strategy Fund Class H
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
PNASX - SmallCap Growth Fund I R-1
Scoggin Management Lp
IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
QCSTRX - Stock Account Class R1
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Jacobs Levy Equity Management, Inc
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
Riggs Asset Managment Co. Inc.
GMRAX - Nationwide Small Cap Index Fund Class A
ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
Advisor Group Holdings, Inc.
Northern Trust Corp
UAPIX - Ultrasmall-cap Profund Investor Class
Palantir Technologies Inc.
Renaissance Technologies Llc
FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Geode Capital Management, Llc
Softbank Group Corp
Two Sigma Investments, Lp
BBGSX - Bridge Builder Small/Mid Cap Growth Fund
Charles Schwab Investment Management Inc
Credit Suisse Ag/
HDG - ProShares Hedge Replication ETF
Group One Trading, L.p.
VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Perceptive Advisors Llc
Susquehanna International Group, Llp
Royal Bank Of Canada
MetLife Investment Management, LLC
5AM Venture Management, LLC
BlackRock Inc.
PENN SERIES FUNDS INC - Small Cap Index Fund
UWM - ProShares Ultra Russell2000
Concord Wealth Partners
Barclays Plc
TLSTX - Stock Index Fund
VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Squarepoint Ops LLC
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
VVICX - Voya VACS Index Series SC Portfolio
Strs Ohio
IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Sarissa Capital Management LP
SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Nuveen Asset Management, LLC
JESIX - Small Cap Index Trust NAV
Wells Fargo & Company/mn
Legal & General Group Plc
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
Invesco Ltd.
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
BBVSX - Bridge Builder Small/Mid Cap Value Fund
Commonwealth Equity Services, Llc
TRZIX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Deutsche Bank Ag\
Jpmorgan Chase & Co
Ameritas Investment Partners, Inc.
Virtu Financial LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Belvedere Trading LLC 0
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name