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 12 NaN 0.00 NaN
Previous Quarter 205 0.00 0.40 0.41

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 3 189 0 0 0 0
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 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

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
KOMP - SPDR S&P Kensho New Economies Composite ETF 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 966,219 0.40
HGC Investment Management Inc. 760,772
ETHO - Etho Climate Leadership U.S. ETF 459,860 0.40
HBK Sorce Advisory LLC 160,000
PEXMX - T. Rowe Price Extended Equity Market 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 126,600 0.45
Verition Fund Management LLC 87,081 0.40
FZIPX - Fidelity ZERO 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 21,251 0.56
Monolith Advisors 20,000 0.40
USMIX - Extended Market Index Fund 19,841 0.40
SPAK - Defiance Next Gen SPAC Derived ETF 15,059 0.46
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,014 0.33
Covington Capital Management 2,000 0.50
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,538 0.65
IFP Advisors, Inc 952
Guggenheim Active Allocation Fund 573
Credit Suisse Ag/ 0
Steward Partners Investment Advisory, Llc 0
Wells Fargo & Company/mn 0
Morgan Stanley 0
Advisor Group Holdings, Inc. 0

 

Recent Quarter Analysis

Name Shares PPS
American Portfolios Advisors 0
Metropolitan Life Insurance Co/ny 0
MetLife Investment Management, LLC 0
Name Shares PPS
KOMP - SPDR S&P Kensho New Economies Composite ETF 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 966,219 0.40
HGC Investment Management Inc. 760,772
ETHO - Etho Climate Leadership U.S. ETF 459,860 0.40
HBK Sorce Advisory LLC 160,000
PEXMX - T. Rowe Price Extended Equity Market 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 126,600 0.45
Verition Fund Management LLC 87,081 0.40
FZIPX - Fidelity ZERO 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 21,251 0.56
Monolith Advisors 20,000 0.40
USMIX - Extended Market Index Fund 19,841 0.40
SPAK - Defiance Next Gen SPAC Derived ETF 15,059 0.46
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,014 0.33
Covington Capital Management 2,000 0.50
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,538 0.65
IFP Advisors, Inc 952
Guggenheim Active Allocation Fund 573
Northern Trust Corp
Commonwealth Equity Services, Llc
Howe & Rusling Inc
Jpmorgan Chase & Co
VBINX - Vanguard Balanced 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
Virtu Financial LLC
Schonfeld Strategic Advisors LLC
Two Sigma Securities, Llc
Millennium Management Llc
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
Ground Swell Capital, LLC
Tower Research Capital LLC (TRC)
Evoke Wealth, Llc
ITOT - iShares Core S&P Total U.S. Stock Market 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
First Trust Advisors Lp
Baldwin Brothers Inc/ma
Charles Schwab Investment Management Inc
Renaissance Technologies Llc
Stratos Wealth Advisors, LLC
Mercer Global Advisors Inc /adv
Hexagon Capital Partners LLC
Balyasny Asset Management Llc
Ellevest, Inc.
Legal & General Group Plc
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
SG Americas Securities, LLC
Invesco Ltd.
Citigroup Inc
Healthcare Of Ontario Pension Plan Trust Fund
Jump Financial, LLC
BKA Wealth Consulting, Inc.
Morgan Stanley
New York State Common Retirement Fund
Ubs Asset Management Americas Inc
FNY Investment Advisers, LLC
Quantbot Technologies LP
Congress Wealth Management LLC / DE /
Janus Henderson Group Plc
Gsa Capital Partners Llp
AdvisorNet Financial, Inc
Bbr Partners, Llc
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
Arizona State Retirement System
LPL Financial LLC
QCLN - First Trust Nasdaq Clean Edge Green Energy 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
Bayesian Capital Management, LP
American Portfolios Advisors
MetLife Investment Management, LLC
CIBC Private Wealth Group, LLC
Resources Management Corp /ct/ /adv
Raymond James & Associates
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
Ameritas Investment Partners, Inc.
Nuveen Asset Management, LLC
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
Allspring Global Investments Holdings, LLC
Geode Capital Management, Llc
Swiss National Bank
UBS Group AG
HAP Trading, LLC
Susquehanna Fundamental Investments, Llc
Walleye Trading 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
Advisors Asset Management, Inc.
Man Group plc
Northwestern Mutual Wealth Management Co
Two Sigma Investments, Lp
Bank Of America Corp /de/
Vanguard Group Inc
Ausdal Financial Partners, Inc.
Vontobel Holding Ltd.
Royal Bank Of Canada
Allen Capital Group, LLC
American International Group, Inc.
ExodusPoint Capital Management, LP
National Bank Of Canada /fi/
Fmr Llc
Signaturefd, Llc
Metropolitan Life Insurance Co/ny
Clearview Wealth Advisors LLC
PEAK6 Investments LLC
Susquehanna International Group, Llp
Qube Research & Technologies Ltd
Cedar Mountain Advisors, LLC
Cutler Group LP
Parsons Capital Management Inc/ri
Mirae Asset Global Investments Co., Ltd.
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
Gardner Lewis Asset Management L P
D. E. Shaw & Co., Inc.
Boothbay Fund Management, Llc
Pitcairn Co
Steward Partners Investment Advisory, Llc
Diversified Portfolios, Inc.
Green Square Capital Advisors Llc
Zurcher Kantonalbank (Zurich Cantonalbank)
Y-Intercept (Hong Kong) Ltd
Ronald Blue Trust, Inc.
Future Financial Wealth Managment LLC
Teacher Retirement System Of Texas
SCHA - Schwab U.S. Small-Cap ETF 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
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
Rafferty Asset Management, LLC
Citadel Advisors Llc
Group One Trading, L.p.
Point72 Hong Kong Ltd
Ergoteles LLC
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
HighTower Advisors, LLC
Cetera Advisor Networks LLC
COAGX - Caldwell & Orkin - Gator Capital Long/Short Fund
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
Old Mission Capital Llc
Phoenix Holdings Ltd.
Cubist Systematic Strategies, LLC
FZILX - Fidelity ZERO International 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
Geneos Wealth Management Inc.
Price T Rowe Associates Inc /md/
San Luis Wealth Advisors LLC
Principal Financial Group Inc
Rockefeller Capital Management L.P.
Rhumbline Advisers
Penserra Capital Management LLC
Squarepoint Ops LLC
Diametric Capital, LP
Jane Street Group, Llc
Goldman Sachs Group Inc
VINAX - Vanguard Industrials Index Fund Admiral 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
Voya Investment Management Llc
Toroso Investments, LLC
Bank of New York Mellon Corp
Independent Advisor Alliance
BlackRock Inc.
Byrne Asset Management LLC
Itau Unibanco Holding S.A.
Advisor Group Holdings, Inc.
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
Simplex Trading, Llc
Harel Insurance Investments & Financial Services Ltd.
Pnc Financial Services Group, Inc.
Bluefin Capital Management, Llc
Wells Fargo & Company/mn
Claudia M.p. Batlle, Crp (r) Llc
Barclays Plc
Amalgamated Bank
Graham Capital Management, L.P.
California State Teachers Retirement System
Hrt Financial Lp
Addison Advisors LLC
Wolverine Trading, Llc
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
Daiwa Securities Group Inc.
Global Wealth Management Investment Advisory, Inc.
Proequities, Inc.
Sagefield Capital LP
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
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
Connor, Clark & Lunn Investment Management Ltd.
Polar Capital Holdings Plc
Deutsche Bank Ag\
Cwm, Llc
Integrated Advisors Network LLC
First Manhattan Co
Colonial River Wealth Management, LLC
Us Bancorp \de\
QCM Cayman, Ltd.
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Captrust Financial Advisors
Etf Managers Group, Llc
Manufacturers Life Insurance Company, The
State Street Corp
Victory Capital Management Inc
ProShare Advisors LLC
Credit Suisse Ag/
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 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