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	528	622.00	10.59	85.18
Previous Quarter	546	11.00	10.12	10.51

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	33	103	96	317	165	174
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	0	1	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	1	0	1	2	1	3
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	23,279,406	14.57	10.67	48,534,312	30.38	10.89
Previous Quarter	21,332,582	13.35	10.22	49,180,063	30.79	10.67

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	24,312,688	10.59
BlackRock Inc.	16,468,096	10.59
FMR LLC	13,657,826
Fmr Llc	13,600,743	10.59
Goldman Sachs Group Inc	7,990,227	10.59
State Street Corp	7,801,888	10.64
VGSIX - Vanguard Real Estate 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	7,564,781	12.17
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	7,402,540
Morgan Stanley	5,873,726	10.59
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	4,945,728	10.59
Jpmorgan Chase & Co	4,711,769	10.59
H/2 Credit Manager Lp	4,604,257	0.01
NAESX - Vanguard Small-Cap 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	4,175,070	10.59
Nuveen Asset Management, LLC	3,786,824	0.01
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	3,701,499	10.59
Fisher Asset Management, LLC	3,673,399	0.01
Geode Capital Management, Llc	3,306,555	0.01
Charles Schwab Investment Management Inc	3,302,884	10.59
Norges Bank	3,204,749	10.59
Allianz Asset Management GmbH	3,183,669	10.59

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	24,086,163	10.12
Fmr Llc	18,065,003	10.12
BlackRock Inc.	14,986,418	10.12
Goldman Sachs Group Inc	8,362,259	10.12
State Street Corp	7,839,321	10.17
VGSIX - Vanguard Real Estate 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	7,641,467	12.49
Morgan Stanley	6,023,986	10.12
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	4,809,070	10.12
H/2 Credit Manager Lp	4,604,257	10.12
Jpmorgan Chase & Co	4,308,667	10.12
NAESX - Vanguard Small-Cap 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	4,132,307	10.12
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	3,542,011	10.12
FRESX - Fidelity Real Estate Investment Portfolio 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	3,350,319	12.49
Charles Schwab Investment Management Inc	3,319,596	10.12
Geode Capital Management, Llc	3,227,509	10.12
Allianz Asset Management GmbH	3,115,773	10.12
Nuveen Asset Management, LLC	3,070,158	10.12
GSSIX - Goldman Sachs Small Cap Value Fund Institutional	2,696,336	12.06
Palisade Capital Management Llc/nj	2,391,592	10.12
VISGX - Vanguard Small-Cap Growth 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	2,386,190	10.12

Recent Quarter Analysis

Recent Quarter 33 New Institutes added position

Name	Shares	PPS
FMR LLC	13,657,826
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	7,402,540
TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class	618,400	12.17
Nordea Investment Management Ab	355,632	10470.00
Western Standard LLC	269,528	23.79
BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 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	260,659	12.12
TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class	124,400	12.17
RSEAX - U.S. Strategic Equity Fund Class A	86,965	12.17
Allstate Investment Management Co	43,987	10.59
CSCVX - CornerCap Small-Cap Value Fund Advisor Class	37,575	10.59
Elequin Capital Lp	33,526	10.59
IPSIX - Voya Index Plus SmallCap Portfolio Class I	16,666	10.56
Fox Run Management, L.l.c.	14,297	10589.98
NWHDX - Nationwide Bailard Cognitive Value Fund Class A	12,800	12.19
Envestnet Asset Management Inc	12,437	10.61
Jefferies Financial Group Inc.	11,420	6.22
Point72 Middle East FZE	3,580	10.61
FALCX - Strategic Advisers Large Cap 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	2,979	12.08
Quarry LP	2,054	10.71
IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y	1,130	10.62

Recent Quarter 103 Institutes closed out their positions

Name	Shares	PPS
VISVX - Vanguard Small-Cap Value 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	1,356,196	14.08
Duff & Phelps Investment Management Co	1,217,077	10.12
Parametric Portfolio Associates Llc	485,451	14.08
GSI Capital Advisors LLC	354,118	10.12
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio	339,929	14.08
1060 Capital Opportunity Fund, LP	235,000	11.03
PHRAX - Virtus Duff & Phelps Real Estate Securities Fund Class A	207,905	10.12
Kennedy Capital Management, Inc.	205,037	10.12
Alphacrest Capital Management Llc	203,582	10.12
Hrt Financial Lp	181,783	10.12
Full18 Capital LLC	174,159	14.08
ASRAX - Invesco Global Real Estate Income Fund CLASS A	170,102	13.43
FWATX - Fidelity Advisor Multi-Asset Income Fund Class A 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	150,000	11.03
Jump Financial, LLC	124,400	10.12
VGSAX - Virtus Duff & Phelps Global Real Estate Securities Fund Class A	118,307	10.12
Alpha Paradigm Partners, LLC	108,253	0.01
Employees Retirement System of Texas	94,500	10.12
Schonfeld Strategic Advisors LLC	80,719	10.11
Securian Funds Trust - SFT Real Estate Securities Fund Class 2	80,100	11.04
VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A	39,885	10.13
Virginia Retirement Systems Et Al	29,800	14.09
IndexIQ Advisors LLC	28,691	14.08
REIT - ALPS Active REIT ETF	27,318	12.04
Cullen Capital Management, LLC	23,820	10.12
Intersect Capital LLC	22,173	11.05
Amalgamated Financial Corp.	19,960	14.08
IREAX - Ivy LaSalle Global Real Estate Fund Class A	18,852	10.13
Blueshift Asset Management, LLC	17,856	10.14
Acadian Asset Management Llc	17,505	10.05
Mirabella Financial Services Llp	16,136	10.04
NOSGX - Northern Small Cap Value Fund	14,520	11.02
Inspire Advisors, LLC	14,064	10.10
MCJAX - MM Russell 2000 Small Cap Index Fund Class A	13,207	14.08
North Star Investment Management Corp.	10,873	10.12
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA	10,700	11.03
VSDIX - Securian AM Real Asset Income Fund Institutional Class Shares	9,700	13.40
Lazard Asset Management Llc	7,333	10.09
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A	5,776	14.02
LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares	4,293	10.02
TRYP - SonicShares Airlines, Hotels, Cruise Lines ETF	3,773	11.13
DTRE - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund This fund is a listed as child fund of First Trust Advisors Lp 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	2,916	10.97
FFERX - Fidelity Flex Real Estate 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	1,142	14.01
Guggenheim Active Allocation Fund	970	13.40
Brown Brothers Harriman & Co	521	9.60
Evoke Wealth, Llc	334
MRJIX - Real Assets Portfolio Class I	257	11.67
IFP Advisors, Inc	239	25.10
Guardian Wealth Advisors, LLC	93	10.75
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio	73	13.70
Bell Investment Advisors, Inc	44
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity	43	23.26
Dupont Capital Management Corp
AMP Capital Investors Ltd
MQS Management LLC
Westpac Banking Corp
Point72 Asset Management, L.P.
Aigen Investment Management, Lp
Baird Financial Group, Inc.
Schroder Investment Management Group
HGI Capital Management, LLC
GURAX - Guggenheim Risk Managed Real Estate Fund A-Class
Toronto Dominion Bank
Wexford Capital Lp
M&g Investment Management Ltd
Pluribus Labs, LLC
Y-Intercept (Hong Kong) Ltd
Natixis
Lasalle Investment Management Securities Llc
Utah Retirement Systems
First Horizon Advisors, Inc.
Aaron Wealth Advisors LLC
Proequities, Inc.
Group One Trading, L.p.
Patriot Financial Group Insurance Agency, LLC
LDR Capital Management LLC
Winton Capital Group Ltd
Lee Financial Co
GEM Realty Capital
Securian Asset Management, Inc
Healthcare Of Ontario Pension Plan Trust Fund
1060 Capital, LLC
Point72 Hong Kong Ltd
Bank Of Montreal /can/
Koshinski Asset Management, Inc.
Vestcor Inc
Anson Funds Management LP
Neo Ivy Capital Management
Axa S.a.
Wolverine Asset Management Llc
Echo Street Capital Management LLC
Beacon Pointe Advisors, LLC
Jane Street Group, Llc
REUYX - Sustainable Equity Fund Class Y
Guggenheim Capital Llc
Robeco Institutional Asset Management B.V.
SLCAX - Siit Large Cap Fund - Class A
Gladstone Institutional Advisory LLC
Paloma Partners Management Co
Jefferies Group LLC
QABGX - Federated MDT Balanced Fund Class A Shares This fund is a listed as child fund of Federated Hermes, 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
APG Asset Management N.V.
Fort Washington Investment Advisors Inc /oh/
Walleye Trading LLC

Recent Quarter 96 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VGSIX - Vanguard Real Estate 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	7,564,781	12.17	7,641,467	12.49
H/2 Credit Manager Lp	4,604,257	0.01	4,604,257	10.12
Nuveen Asset Management, LLC	3,786,824	0.01	3,070,158	10.12
Fisher Asset Management, LLC	3,673,399	0.01	2,219,686	10.12
Geode Capital Management, Llc	3,306,555	0.01	3,227,509	10.12
FRESX - Fidelity Real Estate Investment Portfolio 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	2,621,019	12.17	3,350,319	12.49
Dimensional Fund Advisors Lp	2,204,804	0.01	2,304,926	10.12
Arrowstreet Capital, Limited Partnership	1,706,282	0.01	513,744	10.12
Millennium Management Llc	1,673,715	0.01	1,253,185	10.12
BNP Paribas Asset Management Holding S.A.	1,463,852	0.01	1,376,669	10.12
Lsv Asset Management	1,348,390	0.01	726,595	10.12
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	1,269,548	12.17	1,244,488	12.49
DFREX - Dfa Real Estate Securities Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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	1,135,033	12.17	1,186,696	12.49
VRTPX - Vanguard Real Estate II Index Fund 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	1,025,636	12.17	1,010,628	12.49
CSMIX - Columbia Small Cap Value Fund I Class A	816,831	12.17	828,771	12.49
LMARX - ClearBridge Small Cap Fund Class R This fund is a listed as child fund of Clearbridge, 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	738,323	12.17	847,523	12.49
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp 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	684,693	12.17	759,681	12.49
GSATX - Goldman Sachs Small Cap Value Insights Fund Class A	622,884	12.17	613,034	12.49
FRIFX - Fidelity Real Estate Income 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	607,000	12.17	421,300	12.49
Barclays Plc	584,617	0.01	565,704	10.12

Recent Quarter 317 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Vanguard Group Inc	24,312,688	10.59	24,086,163	10.12
BlackRock Inc.	16,468,096	10.59	14,986,418	10.12
Fmr Llc	13,600,743	10.59	18,065,003	10.12
Goldman Sachs Group Inc	7,990,227	10.59	8,362,259	10.12
State Street Corp	7,801,888	10.64	7,839,321	10.17
Morgan Stanley	5,873,726	10.59	6,023,986	10.12
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	4,945,728	10.59	4,809,070	10.12
Jpmorgan Chase & Co	4,711,769	10.59	4,308,667	10.12
NAESX - Vanguard Small-Cap 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	4,175,070	10.59	4,132,307	10.12
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	3,701,499	10.59	3,542,011	10.12
Charles Schwab Investment Management Inc	3,302,884	10.59	3,319,596	10.12
Norges Bank	3,204,749	10.59	0
Allianz Asset Management GmbH	3,183,669	10.59	3,115,773	10.12
GSSIX - Goldman Sachs Small Cap Value Fund Institutional	2,516,136	12.12	2,696,336	12.06
VISGX - Vanguard Small-Cap Growth 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	2,417,647	10.59	2,386,190	10.12
Palisade Capital Management Llc/nj	2,307,903	10.59	2,391,592	10.12
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	2,236,698	10.59	2,199,593	10.12
Jacobs Levy Equity Management, Inc	1,979,236	10.59	2,131,477	10.12
Northern Trust Corp	1,905,626	10.59	1,794,609	10.12
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	1,675,362	10.59	1,641,476	10.12

Recent Quarter 165 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Norges Bank	3,204,749	3,204,749	10.59	0		0.00
BlackRock Inc.	1,481,678	16,468,096	10.59	14,986,418	10.12	9.89
Fisher Asset Management, LLC	1,453,713	3,673,399	0.01	2,219,686	10.12	65.49
Balyasny Asset Management Llc	1,416,396	1,453,515	10.59	37,119	10.13	3815.82
Arrowstreet Capital, Limited Partnership	1,192,538	1,706,282	0.01	513,744	10.12	232.13
Nuveen Asset Management, LLC	716,666	3,786,824	0.01	3,070,158	10.12	23.34
QCSTRX - Stock Account Class R1	654,879	778,629	10.59	123,750	10.12	529.20
Lsv Asset Management	621,795	1,348,390	0.01	726,595	10.12	85.58
Long Pond Capital, LP	587,834	587,834	10.59	0		0.00
Millennium Management Llc	420,530	1,673,715	0.01	1,253,185	10.12	33.56
Jpmorgan Chase & Co	403,102	4,711,769	10.59	4,308,667	10.12	9.36
FCTDX - Strategic Advisers Fidelity U.S. Total Stock 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	398,190	933,650	12.12	535,460	12.06	74.36
VVSCX - Small Cap Value Fund	242,000	297,926	12.12	55,926	12.05	432.71
Vanguard Group Inc	226,525	24,312,688	10.59	24,086,163	10.12	0.94
PSOPX - JPMorgan Small Cap Value Fund Class I	219,400	401,453	10.59	182,053	10.12	120.51
Two Sigma Investments, Lp	198,921	274,547	10.59	75,626	10.12	263.03
FRIFX - Fidelity Real Estate Income 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	185,700	607,000	12.17	421,300	12.49	44.08
Aqr Capital Management Llc	172,363	447,387	10.59	275,024	10.12	62.67
Man Group plc	167,927	212,997	10.59	45,070	10.12	372.59
Bank of New York Mellon Corp	167,199	1,082,351	10.59	915,152	10.12	18.27

Recent Quarter 174 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Fmr Llc	4,464,260	13,600,743	10.59	18,065,003	10.12	-24.71
Macquarie Group Ltd	1,077,724	46,132	9.75	1,123,856	10.16	-95.90
Citadel Advisors Llc	851,413	1,268,957	10.59	2,120,370	10.12	-40.15
FRESX - Fidelity Real Estate Investment Portfolio 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	729,300	2,621,019	12.17	3,350,319	12.49	-21.77
Renaissance Technologies Llc	591,900	433,732	0.01	1,025,632	10.12	-57.71
Goldman Sachs Group Inc	372,032	7,990,227	10.59	8,362,259	10.12	-4.45
Federated Hermes, Inc.	234,762	440,219	10.59	674,981	10.12	-34.78
Alliancebernstein L.p.	202,231	1,101,169	10.59	1,303,400	10.12	-15.52
GSSIX - Goldman Sachs Small Cap Value Fund Institutional	180,200	2,516,136	12.12	2,696,336	12.06	-6.68
ExodusPoint Capital Management, LP	159,043	132,894	0.01	291,937	10.12	-54.48
Jacobs Levy Equity Management, Inc	152,241	1,979,236	10.59	2,131,477	10.12	-7.14
Morgan Stanley	150,260	5,873,726	10.59	6,023,986	10.12	-2.49
Cubist Systematic Strategies, LLC	135,600	336,374	10.59	471,974	10.12	-28.73
Sumitomo Mitsui Trust Holdings, Inc.	126,546	180,915	10590.00	307,461	10.12	-41.16
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB	119,797	99,384	10.59	219,181	10.12	-54.66
Public Employees Retirement System Of Ohio	114,757	346,453	0.01	461,210	10.12	-24.88
LMARX - ClearBridge Small Cap Fund Class R This fund is a listed as child fund of Clearbridge, 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	109,200	738,323	12.17	847,523	12.49	-12.88
Invesco Ltd.	101,760	442,135	10.59	543,895	10.12	-18.71
Dimensional Fund Advisors Lp	100,122	2,204,804	0.01	2,304,926	10.12	-4.34
Sei Investments Co	94,434	102,102	10.59	196,536	10.12	-48.05

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 0 Institutes Increased Short Positions

Name

Recent Quarter 1 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease
Wolverine Trading, Llc	100,000	50,000	150,000	-66.67

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 1 New Institutes added position

Name	Shares	PPS
GQSCX - Quantitative U.S. Small Cap Equity Portfolio	946	12.68

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BKSE - BNY Mellon US Small Cap Core Equity ETF	2,255	12.42	2,767	12.65

Past Week 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
GMRAX - Nationwide Small Cap Index Fund Class A	14,814	12.56	15,602	12.50
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	10,799	12.59	10,771	12.53

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	28	10,799	12.59	10,771	12.53	0.26

Past Week 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
GMRAX - Nationwide Small Cap Index Fund Class A	788	14,814	12.56	15,602	12.50	-5.05
BKSE - BNY Mellon US Small Cap Core Equity ETF	512	2,255	12.42	2,767	12.65	-18.50
VDNI - V-Shares US Diversity ETF	1	7		8		-12.50

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