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 750 29.00 29.32 28.04
Previous Quarter 750 30.00 31.05 28.22

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 278 425 284 15 127 113
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 1 2 1 2 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 2 2 0 2 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 1 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 7,345,190 0.56 29.66 92,072,476 7.03 30.01
Previous Quarter 6,706,415 0.51 32.50 63,912,234 4.88 31.87

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
Sanders Capital, LLC 55,769,045 29.32
Vanguard Group Inc 49,648,451 29.32
Bank Of Montreal /can/ 29,842,055 30.00
DODFX - Dodge & Cox International Stock Fund 29,228,854 29.32
Td Asset Management Inc 28,096,886 29.37
1832 Asset Management L.P. 21,038,633 29.32
Artisan Partners Limited Partnership 19,971,205 29.33
FIL Ltd 19,460,674 29.33
Massachusetts Financial Services Co /ma/ 19,302,377 29.32
Manufacturers Life Insurance Company, The 18,432,587 29.32
VGTSX - Vanguard Total International Stock 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 17,860,173 31.31
Bank Of Nova Scotia 17,359,785 29.33
Fmr Llc 17,199,167 29.33
ARTKX - Artisan International Value Fund Investor Shares 15,566,731 29.33
Beutel, Goodman & Co Ltd. 13,415,675 0.03
CIBC Asset Management Inc 13,034,771 29.35
Toronto Dominion Bank 12,952,105 0.03
Invesco Ltd. 12,195,615 29.32
VTMGX - Vanguard Developed Markets 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 10,480,499 29.33
National Bank Of Canada /fi/ 10,429,696 29.31

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 49,615,380 31.05
DODFX - Dodge & Cox International Stock Fund 29,228,854 31.05
Td Asset Management Inc 28,292,788 31.00
FIL Ltd 22,102,181 31.05
1832 Asset Management L.P. 21,002,580 31.05
Bank Of Nova Scotia 17,245,264 31.05
Massachusetts Financial Services Co /ma/ 17,076,212 31.00
CIBC World Markets Inc. 15,914,154 0.03
CIBC Asset Management Inc 13,463,192 31.02
Beutel, Goodman & Co Ltd. 13,352,665 0.03
Invesco Ltd. 13,232,169 31.05
Fmr Llc 13,148,328 31.05
ARTKX - Artisan International Value Fund Investor Shares 11,185,080 31.05
Arrowstreet Capital, Limited Partnership 11,085,904 0.03
National Bank Of Canada /fi/ 10,630,165 31.02
Elliott Investment Management L.P. 10,000,000 31.02
Franklin Resources Inc 9,460,691 31.05
Dimensional Fund Advisors Lp 8,914,054 31.05
DODWX - Dodge & Cox Global Stock Fund 7,934,100 31.05
Bank Of America Corp /de/ 7,630,990 31.05

 

Recent Quarter Analysis

Name Shares PPS
Sanders Capital, LLC 55,769,045 29.32
Bank Of Montreal /can/ 29,842,055 30.00
Artisan Partners Limited Partnership 19,971,205 29.33
Manufacturers Life Insurance Company, The 18,432,587 29.32
VGTSX - Vanguard Total International Stock 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 17,860,173 31.31
Toronto Dominion Bank 12,952,105 0.03
VTMGX - Vanguard Developed Markets 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 10,480,499 29.33
Morgan Stanley 8,040,693 29.32
Wells Fargo & Company/mn 7,164,501 29.32
FCNSX - Fidelity Series Canada 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 6,642,400 31.31
Clearbridge Investments, LLC 6,546,783 29.32
Capital International Investors 6,304,952 29.33
PAXWX - PAX Balanced Fund Investor Class 5,641,695 15.50
Assenagon Asset Management S.A. 5,274,210 29.32
MUFG Securities EMEA plc 4,262,490 38.86
Alberta Investment Management Corp 3,568,862 29.37
Brown Advisory Inc 3,331,689 29.32
Principal Financial Group Inc 2,949,210 29.37
Intact Investment Management Inc. 2,484,794 29.33
EWC - iShares MSCI Canada 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 2,455,205 28.01
Name Shares PPS
CIBC World Markets Inc. 15,914,154 0.03
Elliott Investment Management L.P. 10,000,000 31.02
Franklin Resources Inc 9,460,691 31.05
Dimensional Fund Advisors Lp 8,914,054 31.05
Bank Of America Corp /de/ 7,630,990 31.05
Healthcare Of Ontario Pension Plan Trust Fund 7,289,600 31.04
Price T Rowe Associates Inc /md/ 6,437,236 0.03
AMRMX - AMERICAN MUTUAL FUND Class A 6,256,137 34.71
Goldman Sachs Group Inc 6,233,100 31.05
Legal & General Group Plc 5,527,045 31.00
Jpmorgan Chase & Co 4,887,018 31.05
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A This fund is a listed as child fund of Capital World Investors 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 4,731,173 33.61
Geode Capital Management, Llc 4,560,766 31.44
PAXWX - Impax Sustainable Allocation Fund PAX WORLD BALANCED FUND 4,176,979 14.29
TEDIX - Franklin Mutual Global Discovery Fund Class A 4,070,447 31.04
Amundi 3,889,619 32.00
Millennium Management Llc 3,295,234 0.03
Lazard Asset Management Llc 3,095,017 0.03
LGGAX - ClearBridge International Growth Fund Class A 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 3,014,790 34.71
LISOX - Lazard International Strategic Equity Portfolio Open Shares 2,919,272 31.05
DFIEX - International Core Equity 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 2,892,169 34.72
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. 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 2,685,300 31.05
Hotchkis & Wiley Capital Management Llc 2,179,446 31.05
BLACKROCK SERIES, INC. - BlackRock International 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 2,077,171 33.61
Maple Rock Capital Partners Inc. 2,068,900 31.05
Dfa Investment Trust Co - The Dfa International Value Series 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 2,013,309 34.72
Bank of New York Mellon Corp 1,985,285 31.05
FISEX - Franklin Equity Income Fund Class A 1,907,000 34.72
BlackRock Inc. 1,783,421 31.05
D. E. Shaw & Co., Inc. 1,611,700 31.05
JDIBX - John Hancock Disciplined Value International Fund Class A 1,341,322 34.71
Janus Henderson Group Plc 1,213,707 31.01
Deutsche Bank Ag\ 1,209,005 31.05
Gluskin Sheff & Assoc Inc 1,175,349 31.04
Woodson Capital Management, LP 1,150,000 31.05
SVBAX - Balanced Fund Class A 931,845 34.72
Fiera Capital Corp 929,969 31.03
Agf Investments Inc. 881,386 28.16
Simplex Trading, Llc 853,800 0.03
Nicola Wealth Management Ltd. 812,300 31.02
Recurrent Investment Advisors LLC 804,449 31.05
Colony Group Llc 787,266 0.03
IQLT - iShares Edge MSCI Intl Quality Factor 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 778,453 34.71
RMLPX - Recurrent MLP & Infrastructure Fund Class I 753,608 34.72
VIHAX - Vanguard International High Dividend Yield 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 731,719 34.71
JAWWX - Janus Henderson Global Research Fund Class T 686,018 31.05
Nexus Investment Management ULC 671,669 31.02
Raymond James & Associates 638,395 31.05
IVVYX - Ivy International Core Equity Fund Class Y 611,740 31.05
ExodusPoint Capital Management, LP 605,358 0.03
RGLGX - American Funds Global Insight Fund Class R-6 This fund is a listed as child fund of Capital World Investors 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 569,147 34.40
O'shaughnessy Asset Management, Llc 542,619 31.05
Walleye Capital LLC 531,701 31.05
Canoe Financial LP 506,511 31.05
FSGGX - Fidelity Global ex U.S. 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 505,864 34.71
Jane Street Group, Llc 498,319 31.05
Guinness Asset Management LTD 488,080 30.97
FTIHX - Fidelity Total 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 463,672 34.71
Panview Asian Equity Master Fund 454,000 31.05
SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A 421,340 34.71
Guardian Capital Advisors Lp 420,071 32.39
Teilinger Capital Ltd. 380,000 0.03
Public Sector Pension Investment Board 364,688 31.00
Jefferies Group LLC 354,900 28.15
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 343,300 31.05
Scopus Asset Management, L.p. 320,000 31.04
Cubist Systematic Strategies, LLC 319,198 31.05
DIHRX - International High Relative Profitability 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 311,402 34.72
Marshall Wace, Llp 311,376 31.05
NANR - SPDR S&P North American Natural Resources 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 303,269 31.01
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 290,095 31.05
John Hancock Funds II - Mid Value Fund Class NAV 280,600 33.60
Boundary Creek Advisors LP 278,694 31.05
ACWX - iShares MSCI ACWI ex U.S. 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 258,080 34.71
MMITX - Multi-Manager International Equity Fund Class P Shares 246,426 34.71
FLCA - Franklin FTSE Canada ETF 241,878 31.00
HAP Trading, LLC 229,921 0.03
Yaupon Capital Management LP 225,486 31.05
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 214,228 34.71
Creative Planning 210,545 31.05
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 201,272 31.04
Wexford Capital Lp 200,000 31.05
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I 199,896 31.05
Brinker Capital Investments, LLC 192,446 31.73
Polar Asset Management Partners Inc. 187,292 31.00
ICOW - Pacer Developed Markets International Cash Cows 100 ETF 174,695 34.72
PXF - Invesco FTSE RAFI Developed Markets ex-U.S. ETF This fund is a listed as child fund of Invesco 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 173,848 34.61
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 170,486 31.05
MFWTX - MFS Global Total Return Fund A 146,646 34.71
Gamco Global Gold, Natural Resources & Income Trust 144,500 31.05
MMIUX - MassMutual Select T. Rowe Price International Equity Fund Class I 138,282 31.05
AIWEX - World Energy Fund Institutional 130,000 33.60
Aldebaran Capital, Llc 129,833 31.05
Parallax Volatility Advisers, L.P. 129,700 31.05
Prospector Partners Llc 119,900 31.05
BlackRock Capital Allocation Trust 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 119,295 31.05
HWAIX - Hotchkis & Wiley Value Opportunities Fund Class I 112,700 31.05
CWI - SPDR(R) MSCI ACWI EX-US 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 111,646 31.01
ACEVX - International Value Fund Investor Class This fund is a listed as child fund of American Century Companies 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 106,914 32.88
FMIEX - Wasatch Global Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 102,500 31.04
OMERS ADMINISTRATION Corp 101,400 31.01
Advisor Group Holdings, Inc. 100,107 31.11
QCVAX - Clearwater International Fund 94,063 31.04
Ensign Peak Advisors, Inc 91,392 31.04
PPYIX - PIMCO RAE International Fund Institutional Class 85,441 31.05
ERBAX - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 84,017 33.61
Blue Rock Advisors, LLC 81,799 0.04
Cumberland Partners Ltd 79,794 31.02
Miller Howard Investments Inc /ny 78,875 31.05
CoreCommodity Management, LLC 76,500 31.02
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 75,979 33.61
LCORX - LEUTHOLD CORE INVESTMENT FUND -Retail Class 73,729 31.05
Caption Management, LLC 73,500 31.05
Raymond James Financial Services Advisors, Inc. 67,000 31.04
Gunderson Capital Management Inc. 63,648 31.05
Hiddenite Capital Partners LP 62,300 31.04
Hiddenite Capital Partners LP 62,300 31.04
RTNAX - Tax-Managed International Equity Fund Class A 60,180 34.40
Heartland Advisors Inc 58,842 31.05
Quantbot Technologies LP 58,017 31.04
Thomas White International Ltd 54,505 31.04
Capital Fund Management S.a. 54,243 31.05
Capital Fund Management S.a. 54,243 31.05
Capital Fund Management S.a. 54,243 31.05
Aviva Plc 52,061 31.02
TWAAX - Thrivent International Allocation Fund Class A 51,326 34.70
Boston Private Wealth Llc 50,860 31.05
Mariner, LLC 49,624 0.04
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 48,896 31.05
Metis Global Partners, LLC 46,822 31.05
Harbor Investment Advisory, Llc 46,012 31.06
SICNX - Schwab International Core Equity 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 45,200 34.71
EQNAX - MFS Equity Income Fund A 43,461 34.70
Allspring Global Investments Holdings, LLC 43,194 31.05
PJRAX - PGIM QMA INTERNATIONAL EQUITY FUND Class A 43,000 34.70
Cetera Advisor Networks LLC 42,900 31.05
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 41,800 33.61
RTIYX - Multifactor International Equity Fund Class Y 40,096 34.72
AVIV - Avantis International Large Cap Value ETF This fund is a listed as child fund of American Century Companies 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 40,005 33.62
EARAX - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 39,370 32.89
Dynamic Technology Lab Private Ltd 38,960 0.03
Thrivent Core Funds - Thrivent Core International Equity Fund 37,238 34.70
IMC-Chicago, LLC 34,377 31.04
Gradient Investments LLC 34,039 31.05
SNTKX - Steward International Enhanced Index Fund Class A 33,958 34.72
FQUAX - AMG FQ Long-Short Equity Fund Class N 33,310 34.73
IDHQ - Invesco S&P International Developed Quality ETF This fund is a listed as child fund of Invesco 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 32,144 34.59
Qtron Investments LLC 31,361 30.99
SPX Equities Gestao de Recursos Ltda 29,800 31.04
FEKFX - Fidelity Equity-Income K6 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 29,577 34.72
QINT - American Century Quality Diversified International ETF This fund is a listed as child fund of American Century Companies 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 29,512 33.61
SQBIX - X-Square Balanced Fund, LLC Institutional Class 29,339 31.05
FGILX - Fidelity Global Equity 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 28,772 34.72
Park Avenue Securities Llc 28,262 0.04
CMIUX - Six Circles Managed Equity Portfolio International Unconstrained Fund 28,164 31.03
Tudor Investment Corp Et Al 26,600 0.04
Nuveen S&p 500 Buywrite Income Fund This fund is a listed as child fund of Nuveen Asset Management, 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 26,407 31.05
D.a. Davidson & Co. 26,400 31.06
Comerica Bank 25,622 0.04
DRW Securities, LLC 25,000 0.04
Advisor Partners Ii, Llc 24,992 31.05
Cigna Investments Inc /new 24,971 0.04
Heritage Wealth Management, Llc 23,643 31.72
HCINX - The Institutional International Equity Portfolio HC Strategic Shares 22,294 31.04
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 21,802 31.05
Raymond James Trust N.a. 21,380 0.05
Courier Capital Llc 21,180 31.07
Mraz, Amerine & Associates, Inc. 21,174 31.03
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 20,713 31.04
RTXAX - Tax-Managed Real Assets Fund Class A 20,606 34.70
Bluestein R H & Co 20,000 28.15
Arbiter Partners Capital Management LLC 20,000 31.05
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 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 19,593 34.71
Huntington National Bank 18,959 31.07
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 18,370 31.03
Gulf International Bank (UK) Ltd 18,183 0.05
Investors Research Corp 17,977 31.04
Versor Investments LP 17,900 31.06
Verition Fund Management LLC 17,708 31.06
MQS Management LLC 17,371 31.03
Brookstone Capital Management 17,190 32.34
LYRWX - Lyrical International Value Equity Fund Institutional Class 16,121 33.62
Desjardins Global Asset Management Inc. 15,665
Baker Tilly Financial, Llc 15,438 31.03
WTMVX - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 15,299 31.05
FBLYX - Fidelity Advisor Global Equity 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 14,490 34.71
Petrus Trust Company, LTA 14,078 31.04
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 13,832 31.74
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 13,679 31.73
Kestra Advisory Services, LLC 13,363 31.06
Stephenson National Bank & Trust 13,333 31.05
CLARET ASSET MANAGEMENT Corp 13,036
Bornite Capital Management LP 13,000 31.08
Brandywine Trust Co 13,000 31.08
Energy Opportunities Capital Management, LLC 12,245 31.77
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 12,203 28.19
MFDX - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 11,940 31.07
Chase Investment Counsel Corp 11,846
Wealth Alliance 11,778 31.07
Van Den Berg Management I, Inc 10,979 31.06
Institute for Wealth Management, LLC. 10,509 31.02
IDMO - Invesco S&P International Developed Momentum ETF This fund is a listed as child fund of Invesco 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 10,283 34.62
Old West Investment Management, LLC 10,200 31.08
GTCIX - Quantitative International Equity Portfolio 10,000 34.70
Hills Bank & Trust Co 9,941 31.08
Corient Capital Partners, LLC 9,834 35.08
Washington Trust Advisors, Inc. 8,618 31.10
Mercer Global Advisors Inc /adv 8,237
Value Partners Investments Inc. 8,205 30.96
Alan B. Lancz & Associates, Inc. 8,200 31.10
Great Valley Advisor Group, Inc. 8,125 31.02
Welch & Forbes Llc 7,920 31.06
Atlas Capital Advisors Llc 7,675 31.01
Avantax Advisory Services, Inc. 7,623 31.09
DBAW - Xtrackers MSCI All World ex US Hedged Equity ETF 7,387 33.57
Laurel Wealth Advisors, Inc. 7,248 31.73
Ontario Teachers Pension Plan Board 7,048 31.07
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 6,699 34.78
Good Life Advisors, LLC 6,625 31.09
AIMOX - AQR International Momentum Style Fund Class I 6,598 31.07
Beese Fulmer Investment Management, Inc. 6,450 31.01
Icon Wealth Advisors, LLC 6,415 31.80
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 6,100 30.98
Belpointe Asset Management LLC 5,910 30.96
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5,687 30.95
LNFIX - QS Global Market Neutral Fund Class A 5,300 31.13
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 5,162 31.00
TOK - iShares MSCI Kokusai 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 5,053 34.63
Quadrant Capital Group Llc 4,306 31.12
TPIF - Timothy Plan International ETF 4,305 31.13
Umb Bank N A/mo 4,269 31.15
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 4,173 34.75
Archer Investment Corp 4,025 31.06
GCPAX - Gateway Equity Call Premium Fund Class A 3,117 31.12
State of Wyoming 3,057 31.08
DSHFX - Destinations Shelter Fund Class I 2,703 33.67
PIBAX - PGIM BALANCED FUND Class A 2,700 31.11
Jones Financial Companies Lllp 2,684 30.92
Brown Brothers Harriman & Co 2,401 31.24
Ronald Blue Trust, Inc. 2,223
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 2,128 33.83
GBFFX - GMO Benchmark-Free Fund Class III 2,100 33.81
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 2,069 31.90
GHP Investment Advisors, Inc. 2,002 30.97
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 1,910 31.94
AdvisorNet Financial, Inc 1,887 31.27
Spire Wealth Management 1,703 31.12
SEPIX - Energy & Basic Materials Portfolio Energy & Basic Materials Class I 1,625 33.85
CoreCap Advisors, LLC 1,513 31.73
Legacy Bridge, LLC 1,199 30.86
MIMPX - Global Strategist Portfolio Class I 1,155 31.17
Fortis Advisors, LLC 1,000 31.00
Ameritas Advisory Services, LLC 730 30.14
Benjamin F. Edwards & Company, Inc. 725
Cambridge Trust Co 675 31.11
Milestone Investment Advisors LLC 641 31.20
LDEIX - Legal & General Global Developed Equity Index Fund Institutional Shares 595 35.29
Core Alternative Capital 579 31.09
TSPA - T. Rowe Price U.S. Equity Research ETF 561 30.30
Eagle Bay Advisors LLC 522 30.65
SJS Investment Consulting Inc. 490 30.61
Adirondack Trust Co 480 31.25
GHPLX - Gotham Hedged Plus Fund Institutional Class 460 32.61
Massmutual Trust Co Fsb/adv 379 31.66
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 353 33.99
Covington Capital Management 320 28.12
Gables Capital Management Inc. 300 30.00
Sargent Bickham Lagudis LLC 300 33.33
Mascoma Wealth Management LLC 250 32.00
QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF 194 36.08
JJJ Advisors Inc. 192 31.25
Ten Capital Wealth Advisors, LLC 173 28.90
Kb Financial Partners, Llc 171
GPS Wealth Strategies Group, LLC 150 33.33
Robbins Farley Llc 130 30.77
Baystate Wealth Management LLC 123 32.52
Bartlett & Co. LLC 100
Beacon Capital Management, LLC 100 30.00
Bell Investment Advisors, Inc 74 27.03
Bogart Wealth, LLC 72 27.78
Solstein Capital, LLC 70 28.57
Larson Financial Group LLC 63 31.75
Schubert & Co 61 32.79
Zrc Wealth Management, Llc 60 33.33
Park Place Capital Corp 57 35.09
Amerivest Investment Management LLC 33
WealthPLAN Partners, LLC 30 33.33
Avion Wealth 24
FSC Wealth Advisors, LLC 20 50.00
Hazlett, Burt & Watson, Inc. 10
Princeton Global Asset Management LLC 5
Atom Investors LP
CenterStar Asset Management, LLC
Wagner Wealth Management, Llc
PIZ - Invesco DWA Developed Markets Momentum ETF This fund is a listed as child fund of Invesco 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
FVWSX - Fidelity Series Opportunistic Insights 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
Better Money Decisions, LLC
LSLTX - LEUTHOLD SELECT INDUSTRIES FUND No Load
Stapp Wealth Management, Pllc
Caas Capital Management Lp
Hudson Bay Capital Management LP
Kistler-Tiffany Companies, LLC
Locust Wood Capital Advisers, Llc
Employees Retirement System of Texas
GIMFX - GMO Implementation Fund
Arosa Capital Management LP
Thompson Davis & Co., Inc.
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A
Accurate Wealth Management, LLC
EdgeRock Capital LLC
QICLX - AQR International Multi-Style Fund Class I
Asio Capital, LLC
West Tower Group, LLC
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
FLCNX - Fidelity Contrafund K6 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
Arete Wealth Advisors, LLC
Integrated Advisors Network LLC
Alyeska Investment Group, L.P.
Winton Capital Group Ltd
Penn Mutual Asset Management, LLC
WKLY - SoFi Weekly Dividend ETF
Capital World Investors
Hartree Partners, LP
Navellier & Associates Inc
Engineers Gate Manager LP
Lighthouse Investment Partners, LLC
Venture Visionary Partners LLC
SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares
Westpac Banking Corp
Lansing Street Advisors
Stonegate Investment Group, LLC
Crescent Grove Advisors, LLC
Moore Capital Management, Lp
Grey Fox Wealth Advisors, LLC
Bridgefront Capital, LLC
ABWAX - AB All Market Total Return Portfolio Class A
FDLS - Inspire Fidelis Multi Factor ETF
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P
Greenland Capital Management LP
Canandaigua National Corp
International Assets Investment Management, Llc
NuWave Investment Management, LLC
XR Securities LLC
Horan Securities, Inc.
Man Group plc
MAI Capital Management
Comerica Securities,inc.
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A
Menard Financial Group LLC
Manitou Investment Management Ltd.
JTC Employer Solutions Trusteee Ltd
Fractal Investments LLC
Level Four Advisory Services, Llc
L1 Capital Pty Ltd
Fortis Capital Advisors, LLC
Qube Research & Technologies Ltd
Alphacrest Capital Management Llc
Credit Capital Investments LLC
Nomura Asset Management Co Ltd
Busey Wealth Management
Adage Capital Partners Gp, L.l.c.
MUFG Americas Holdings Corp
Stephens Consulting, LLC
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 This fund is a listed as child fund of Capital World Investors 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 ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 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
Strategic Blueprint, LLC
Aviance Capital Partners, LLC
Holocene Advisors, LP
Castle Wealth Management Llc
CGGR - Capital Group Growth ETF Share Class
Soroban Capital Partners LP
FTRI - First Trust Indxx Global Natural Resources Income ETF 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
FEQIX - Fidelity Equity-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
Alpha Square Group S, LLC
Symmetry Partners, LLC
Atlantic Trust, LLC
Knowledge Leaders Capital, LLC
Stonebridge Capital Advisors LLC
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
FSDIX - Fidelity Strategic Dividend & 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
AGAQX - 361 Global Long/Short Equity Fund Investor Class
Independent Advisor Alliance
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 This fund is a listed as child fund of Capital World Investors 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
Vectors Research Management, LLC
Obermeyer Wood Investment Counsel, Lllp
Canandaigua National Bank & Trust Co
Cipher Capital LP
Jefferies Financial Group Inc.
Rubric Capital Management LP
HFG Advisors, Inc.
Bayesian Capital Management, LP
Venturi Wealth Management, LLC
Twin Tree Management, LP
FLSP - Franklin Liberty Systematic Style Premia ETF
Barometer Capital Management Inc.
Money Concepts Capital Corp
Bourgeon Capital Management Llc
USPX - Franklin LibertyQ Global Equity ETF
Steward Financial Group LLC
Zweig-DiMenna Associates LLC
Asahi Life Asset Management Co., Ltd.
Syverson Strege & Co
Providence Capital Advisors, LLC
Baader Bank INC
Jump Financial, LLC
SPILX - Symmetry Panoramic International Equity Fund Class I Shares
UBS Group AG
Bellwether Advisors, LLC
Wedbush Securities Inc
Covestor Ltd
PMEFX - PENN MUTUAL AM 1847 INCOME FUND I Shares
TEBIX - Franklin Mutual Beacon Fund Class A
Vontobel Holding Ltd.
P Schoenfeld Asset Management Lp
Point72 Asset Management, L.P.
GSSFX - Gotham Short Strategies Fund Institutional Class
Jennison Associates Llc
Sageworth Trust Co
HB Wealth Management, LLC
Joule Financial, LLC
Prospera Financial Services Inc
Nomura Holdings Inc
First Command Advisory Services, Inc.
Banque Pictet & Cie Sa
Headlands Technologies LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Vanguard Group Inc 49,648,451 29.32 49,615,380 31.05
DODFX - Dodge & Cox International Stock Fund 29,228,854 29.32 29,228,854 31.05
Td Asset Management Inc 28,096,886 29.37 28,292,788 31.00
1832 Asset Management L.P. 21,038,633 29.32 21,002,580 31.05
FIL Ltd 19,460,674 29.33 22,102,181 31.05
Massachusetts Financial Services Co /ma/ 19,302,377 29.32 17,076,212 31.00
Bank Of Nova Scotia 17,359,785 29.33 17,245,264 31.05
Fmr Llc 17,199,167 29.33 13,148,328 31.05
ARTKX - Artisan International Value Fund Investor Shares 15,566,731 29.33 11,185,080 31.05
Beutel, Goodman & Co Ltd. 13,415,675 0.03 13,352,665 0.03
CIBC Asset Management Inc 13,034,771 29.35 13,463,192 31.02
Invesco Ltd. 12,195,615 29.32 13,232,169 31.05
National Bank Of Canada /fi/ 10,429,696 29.31 10,630,165 31.02
DODWX - Dodge & Cox Global Stock Fund 7,934,100 29.32 7,934,100 31.05
VWNFX - Vanguard Windsor II 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 7,383,332 31.32 7,518,132 34.72
ACSTX - Invesco Comstock Fund Class A 5,558,797 31.32 5,558,797 34.72
Lyrical Asset Management Lp 5,463,742 38.86 5,886,719 41.96
Swiss National Bank 5,010,292 29.37 5,437,992 31.01
Capital Research Global Investors 4,859,227 29.33 4,860,750 31.05
BBCA - JPMorgan BetaBuilders Canada ETF 4,553,454 31.31 4,398,571 34.71
Name Current Shares Current PPS Previous Shares Previous PPS
UBS Group AG 2,170,604 29.32 0
Citadel Advisors Llc 2,141,900 29.32 0
FCNTX - Fidelity Contrafund 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 713,253 29.33 0
Wolverine Trading, Llc 568,900 29.17 644,700 0.03
HAP Trading, LLC 117,750 29.32 229,921 0.03
Janney Montgomery Scott LLC 55,069 0.04 68,201 0.03
Stonehage Fleming Financial Services Holdings Ltd 28,779 29.15 0
Tyler-Stone Wealth Management 22,870 0.04 2
Trexquant Investment LP 21,005 29.33 0
Cresset Asset Management, LLC 12,765 29.30 0
Fox Run Management, L.l.c. 8,120 29.31 0
Global Retirement Partners, LLC 1,012 29.64 993 28.20
Cowen Prime Advisors LLC 178 28.09 178
SOUTH STATE Corp 60 33.33 583 30.87
Castleview Partners, Llc 43 23.26 44 22.73
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
ARTKX - Artisan International Value Fund Investor Shares 4,381,651 15,566,731 29.33 11,185,080 31.05 39.17
Fmr Llc 4,050,839 17,199,167 29.33 13,148,328 31.05 30.81
Quadrature Capital Ltd 2,575,300 2,979,800 29.30 404,500 31.03 636.66
Massachusetts Financial Services Co /ma/ 2,226,165 19,302,377 29.32 17,076,212 31.00 13.04
UBS Group AG 2,170,604 2,170,604 29.32 0 0.00
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 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 1,277,541 1,387,977 31.31 110,436 34.71 1156.82
Connor, Clark & Lunn Investment Management Ltd. 746,398 4,023,344 29.33 3,276,946 31.05 22.78
Allianz Asset Management GmbH 726,181 1,173,415 29.37 447,234 31.00 162.37
FCNTX - Fidelity Contrafund 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 713,253 713,253 29.33 0 0.00
MIEIX - MFS Institutional International Equity Fund 623,616 2,911,121 29.33 2,287,505 31.05 27.26
Prudential Plc 619,954 653,610 29.33 33,656 31.05 1842.03
Pacer Advisors, Inc. 603,974 888,669 29.32 284,695 31.05 212.15
PRFDX - T. Rowe Price Equity Income 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 520,000 800,000 29.32 280,000 31.05 185.71
Russell Investments Group, Ltd. 486,186 3,122,647 29.36 2,636,461 31.01 18.44
Barings Llc 434,755 1,735,649 29.32 1,300,894 31.05 33.42
Canada Pension Plan Investment Board 326,900 3,237,905 29.37 2,911,005 31.00 11.23
Gateway Investment Advisers Llc 222,632 438,840 29.32 216,208 31.05 102.97
MSFRX - MFS Total Return Fund A 161,896 1,293,752 29.33 1,131,856 31.05 14.30
BBCA - JPMorgan BetaBuilders Canada ETF 154,883 4,553,454 31.31 4,398,571 34.71 3.52
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class 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 136,207 165,422 31.32 29,215 34.71 466.22
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Arrowstreet Capital, Limited Partnership 10,195,776 890,128 0.03 11,085,904 0.03 -91.97
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2,758,762 528,903 29.33 3,287,665 31.05 -83.91
FIL Ltd 2,641,507 19,460,674 29.33 22,102,181 31.05 -11.95
Platinum Investment Management Ltd 1,977,094 1,586,039 29.37 3,563,133 31.00 -55.49
Boston Partners 1,200,486 1,248,171 38.33 2,448,657 41.93 -49.03
VAFAX - Invesco American Franchise Fund Class A 1,074,770 1,314,870 28.00 2,389,640 33.60 -44.98
Invesco Ltd. 1,036,554 12,195,615 29.32 13,232,169 31.05 -7.83
FNIAX - Fidelity Advisor New Insights 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 804,700 420,900 29.33 1,225,600 31.05 -65.66
Two Sigma Investments, Lp 710,500 205,849 29.32 916,349 31.05 -77.54
Alliancebernstein L.p. 658,544 146,235 29.32 804,779 31.05 -81.83
First Trust Advisors Lp 634,879 162,951 29.27 797,830 31.04 -79.58
Canoe Financial LP 437,300 69,211 29.35 506,511 31.05 -86.34
CIBC Asset Management Inc 428,421 13,034,771 29.35 13,463,192 31.02 -3.18
Swiss National Bank 427,700 5,010,292 29.37 5,437,992 31.01 -7.87
Lyrical Asset Management Lp 422,977 5,463,742 38.86 5,886,719 41.96 -7.19
Cinctive Capital Management LP 378,456 265,305 29.35 643,761 31.01 -58.79
Agf Management Ltd 363,704 1,536,278 29.33 1,899,982 31.05 -19.14
Two Sigma Advisers, Lp 283,000 294,677 29.32 577,677 31.05 -48.99
LYRIX - Lyrical U.S. Value Equity Fund Institutional Class 254,551 807,375 28.00 1,061,926 33.60 -23.97
National Bank Of Canada /fi/ 200,469 10,429,696 29.31 10,630,165 31.02 -1.89
Name Current Puts
XR Securities LLC 0
Name Current Calls
Twin Tree Management, LP 1,637,100
SIG North Trading, ULC 1,355,300
Name
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
Name Previous Puts
Capital Fund Management S.a. 54,243
Baader Bank INC 0
Name Previous Calls
Hiddenite Capital Partners LP 62,300
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Two Sigma Securities, Llc 43,600 62,300 18,700 233.16
Citadel Advisors Llc 2,141,900 2,141,900 0 0.00
Name Increased Calls Current Calls Previous Calls Percentage Increase
Cutler Group LP 34,800 65,000 30,200 115.23
Susquehanna International Group, Llp 519,600 2,951,900 2,432,300 21.36
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Walleye Capital LLC 451,301 80,400 531,701 -84.88
Walleye Trading LLC 69,559 230,400 299,959 -23.19
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Wolverine Trading, Llc 75,800 568,900 644,700 -11.76
Name

Past Week Analysis

Name Shares PPS
Farther Finance Advisors, LLC 177 28.25
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