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 60.00 61.99 57.79
Previous Quarter 750 58.00 59.90 54.93

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 281 414 52 257 146 120
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 4 6 0 3 3 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 1 2 0 0 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 1 1 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 6,311,562 0.34 58.68 122,384,350 6.69 61.43
Previous Quarter 4,343,301 0.24 66.64 90,220,731 4.93 60.54

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 71,080,535 62.01
Bank Of America Corp /de/ 38,816,496 62.01
Td Asset Management Inc 37,106,631 62.05
Bank Of Nova Scotia 36,757,624 62.58
FIL Ltd 35,389,522 61.98
National Bank Of Canada /fi/ 32,041,517 61.96
1832 Asset Management L.P. 24,555,651 62.01
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 24,044,761 60.57
CIBC Asset Management Inc 17,842,241 62.03
Toronto Dominion Bank 14,504,498 0.06
Beutel, Goodman & Co Ltd. 14,485,469 0.06
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 14,410,244 61.98
Manufacturers Life Insurance Company, The 14,264,206 61.96
Connor, Clark & Lunn Investment Management Ltd. 12,341,620 61.97
Fmr Llc 11,436,055 61.98
Massachusetts Financial Services Co /ma/ 10,828,818 62.01
Canada Pension Plan Investment Board 6,565,212 62.05
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 6,471,830 60.57
Capital Research Global Investors 5,781,187 61.98
Morgan Stanley 5,340,543 62.01

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 69,549,581 59.90
Bank Of America Corp /de/ 38,013,134 59.90
CIBC World Markets Inc. 36,931,764 0.06
Td Asset Management Inc 36,565,578 59.81
Bank Of Nova Scotia 33,980,108 60.69
FIL Ltd 33,381,437 59.90
National Bank Of Canada /fi/ 30,793,768 59.84
1832 Asset Management L.P. 24,381,379 59.90
CIBC Asset Management Inc 17,133,820 59.84
Jpmorgan Chase & Co 15,905,184 59.90
Manufacturers Life Insurance Company, The 14,664,900 59.86
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 13,963,820 59.90
Beutel, Goodman & Co Ltd. 13,351,345 0.06
Fmr Llc 12,272,398 59.90
Canada Pension Plan Investment Board 11,916,172 59.81
Connor, Clark & Lunn Investment Management Ltd. 11,776,545 59.89
Massachusetts Financial Services Co /ma/ 10,305,876 59.90
AMRMX - AMERICAN MUTUAL FUND Class A 9,863,277 69.19
Legal & General Group Plc 9,774,395 59.81
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 8,755,325 66.58

 

Recent Quarter Analysis

Name Shares PPS
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 24,044,761 60.57
Toronto Dominion Bank 14,504,498 0.06
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 6,471,830 60.57
Morgan Stanley 5,340,543 62.01
Alberta Investment Management Corp 4,793,751 62.05
VWIGX - Vanguard International Growth 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 4,282,169 56.60
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 3,286,710 56.60
State Street Corp 3,121,614 62.01
William Blair Investment Management, Llc 2,862,930 61.97
CAIBX - CAPITAL INCOME BUILDER Class A 2,842,597 60.57
Intact Investment Management Inc. 2,239,939 61.98
Caisse De Depot Et Placement Du Quebec 2,034,184 62.05
Cidel Asset Management Inc 1,901,153 62.05
AEPGX - EUROPACIFIC GROWTH FUND Class A 1,782,624 61.98
SCVEX - Hartford Schroders International Stock Fund Class A 1,471,327 60.58
Lincluden Management Ltd 1,328,024 0.06
First Trust Advisors Lp 1,186,575 62.01
FICDX - Fidelity 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 1,086,700 60.58
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 1,039,881 60.58
VT - Vanguard Total World Stock 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 963,585 60.57
Name Shares PPS
CIBC World Markets Inc. 36,931,764 0.06
Jpmorgan Chase & Co 15,905,184 59.90
AMRMX - AMERICAN MUTUAL FUND Class A 9,863,277 69.19
Legal & General Group Plc 9,774,395 59.81
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 8,755,325 66.58
Healthcare Of Ontario Pension Plan Trust Fund 8,665,737 59.89
Deutsche Bank Ag\ 6,812,800 59.90
Geode Capital Management, Llc 6,063,419 60.28
BBCA - JPMorgan BetaBuilders Canada ETF 5,916,071 69.19
Fiera Capital Corp 5,674,275 59.86
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 3,762,281 69.22
Franklin Resources Inc 3,670,528 59.89
Public Sector Pension Investment Board 3,640,778 59.81
Credit Suisse Ag/ 3,556,280 59.90
SCHF - Schwab International Equity 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 2,964,199 66.73
Agf Investments Inc. 2,918,813 61.33
Wells Fargo & Company/mn 2,781,568 59.90
Goldman Sachs Group Inc 2,550,000 59.90
Amundi 2,415,529 58.98
Montrusco Bolton Investments Inc. 2,307,115 59.81
Bank of New York Mellon Corp 2,179,439 59.90
MIEIX - MFS Institutional International Equity Fund 2,151,078 59.90
Scheer, Rowlett & Associates Investment Management Ltd. 2,022,742 59.89
IXUS - iShares Core MSCI Total International Stock 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 2,017,803 69.19
Dimensional Fund Advisors Lp 1,645,208 59.90
Alliancebernstein L.p. 1,351,945 59.90
GBLAX - AMERICAN FUNDS GLOBAL BALANCED 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 1,276,952 69.19
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS 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 1,249,690 59.90
D. E. Shaw & Co., Inc. 1,200,000 59.89
IGAAX - International Growth and Income Fund Class A 1,063,743 59.90
Gluskin Sheff & Assoc Inc 953,971 59.88
State Of Wisconsin Investment Board 899,987 59.81
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation 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 885,700 59.90
Citigroup Inc 871,083 59.81
FIGRX - Fidelity International Discovery 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 831,181 69.19
Guardian Capital Advisors Lp 806,901 59.49
Janus Henderson Group Plc 804,017 59.82
Nexus Investment Management ULC 785,891 59.84
Advisors Capital Management, LLC 773,134 0.06
Aviva Plc 726,211 59.84
OMERS ADMINISTRATION Corp 719,000 59.82
Jane Street Group, Llc 630,700 59.90
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 612,657 69.19
IUAEX - JPMorgan International Unconstrained Equity Fund Class A 536,513 69.19
Eaton Vance Management 531,019 61.29
Skandinaviska Enskilda Banken AB (publ) 483,295 0.06
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 424,061 59.90
Forsta Ap-fonden 390,900 59.82
Lazard Asset Management Llc 366,239 0.06
Welch & Forbes Llc 353,304 59.90
JAWWX - Janus Henderson Global Research Fund Class T 327,415 59.91
Raymond James & Associates 325,881 59.90
FLCA - Franklin FTSE Canada ETF 325,780 59.81
Nicola Wealth Management Ltd. 303,000 59.85
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 286,364 59.82
Marshall Wace, Llp 273,622 59.90
O'shaughnessy Asset Management, Llc 253,801 59.89
GSIE - Goldman Sachs ActiveBeta(R) International Equity ETF 252,834 66.73
First Long Island Investors, LLC 249,276 59.90
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and 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 236,859 59.90
PIUIX - Federated International Equity Fund Institutional 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 232,227 66.58
IGRO - iShares International Dividend 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 230,293 59.90
Utah Retirement Systems 225,327 59.82
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 190,500 59.90
Unigestion Holding SA 189,917 59.46
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I 188,389 59.90
JNBAX - JPMorgan Income Builder Fund Class A 185,495 69.19
Cumberland Partners Ltd 170,226 59.83
Envestnet Asset Management Inc 154,077 59.90
Parallax Volatility Advisers, L.P. 153,700 59.90
Commonwealth Equity Services, Llc 134,507 0.06
Davis-rea Ltd. 133,535 59.84
Lvm Capital Management Ltd/mi 119,296 0.06
Adell Harriman & Carpenter Inc 116,588 59.90
INTF - iShares Edge MSCI Multifactor Intl 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 116,334 69.19
Group One Trading, L.p. 116,000 59.90
Timelo Investment Management Inc. 115,000 59.90
NewSquare Capital LLC 104,612 59.90
Ossiam 100,436 59.82
Connectus Wealth, LLC 94,305 59.94
SGIDX - Steward Global Equity Income Fund Class A 86,410 69.22
Metis Global Partners, LLC 79,003 59.90
Cetera Advisor Networks LLC 66,311 59.90
Coastline Trust Co 66,220 59.91
GAOAX - JPMorgan Global Allocation Fund Class A 66,187 69.18
Cutler Group LP 64,600
MMITX - Multi-Manager International Equity Fund Class P Shares 63,933 69.18
JIEQX - International Equity Index Trust NAV 62,744 59.89
RODM - Hartford Multifactor Developed Markets (ex-US) ETF 62,654 59.82
SNTKX - Steward International Enhanced Index Fund Class A 59,870 69.22
DSEFX - Domini Impact Equity Fund Investor Shares 56,817 69.22
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL 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 55,880 66.59
Covington Investment Advisors Inc. 52,519 0.06
Mariner, LLC 52,260 0.06
Pacifica Partners Inc. 51,512 58.80
Guardian Variable Products Trust - Guardian International Value VIP Fund 49,610 59.89
American Research & Management Co. 43,504 61.33
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central 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 43,500 59.89
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity 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 41,003 69.21
Raymond James Financial Services Advisors, Inc. 40,797 59.91
Seeyond 40,242 64.71
Independent Advisor Alliance 39,387 59.89
Foster & Motley Inc 39,275 0.05
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 39,000 59.90
IDLV - Invesco S&P International Developed Low Volatility 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 35,920 68.99
Ostrum Asset Management 33,185 59.82
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder 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 32,280 59.88
UTMAX - Target Managed Allocation Fund 32,147 66.54
Vident Investment Advisory, LLC 31,939 59.80
Albert D Mason Inc 30,772 0.06
IMC-Chicago, LLC 29,700 59.90
Plimoth Trust Co Llc 27,572 59.92
Security National Bank Of Sioux City Iowa /ia/ 25,582 0.08
KCVIX - Knights of Columbus Large Cap Value Fund I Shares 25,082 69.21
Security National Bank Of So Dak 24,918 0.08
Bradley Mark J. 24,470 59.91
Doyle Wealth Management 24,089 61.31
AMERICAN FUNDS INSURANCE SERIES - International Growth and 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 23,079 59.88
Brookfield Asset Management Inc. 23,025 59.89
Bard Financial Services, Inc. 21,665 59.91
Allspring Global Investments Holdings, LLC 20,804 59.89
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 20,622 66.58
Richard P Slaughter Associates Inc 20,592 59.88
Brinker Capital Investments, LLC 20,337 64.76
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 19,613 59.91
Lombard Odier Asset Management (Switzerland) SA 19,524 109.30
KOKU - Xtrackers MSCI Kokusai Equity ETF 19,469 66.72
Prio Wealth Limited Partnership 19,320 59.89
SIOAX - SIMT MULTI-ASSET INCOME FUND Class F 18,191 59.81
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 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 17,372 59.92
Great Valley Advisor Group, Inc. 17,216 59.89
TNSAX - Touchstone International Small Cap Fund A 17,120 59.87
Brookstone Capital Management 17,015 61.24
Gulf International Bank (UK) Ltd 16,655 0.06
Massachusetts Wealth Management 16,309 59.91
Legacy Capital Group California, Inc. 16,148 59.88
TNBCX - 1290 SmartBeta Equity Fund Class T 15,400 69.22
American Assets Inc 15,000 59.87
Sky Investment Group LLC 14,950 59.93
Assetmark, Inc 14,950 59.93
Wealthsimple Inc. 14,712 117.18
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 14,163 59.87
MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares 14,000 59.93
D.a. Davidson & Co. 13,016 59.54
Centiva Capital, LP 12,704 59.90
Proficio Capital Partners LLC 12,280 0.98
Sciencast Management LP 12,217 60.57
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 12,206 64.72
OWLSX - Old Westbury Large Cap Strategies Fund 11,385 69.21
Archer Investment Corp 11,000 61.91
Cubist Systematic Strategies, LLC 10,900 59.91
Laurel Wealth Advisors, Inc. 10,659 64.73
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 10,544 64.78
PJRAX - PGIM QMA INTERNATIONAL EQUITY FUND Class A 10,500 69.14
FICS - First Trust International Developed Capital Strength 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 10,381 59.92
CRA Financial Services, LLC 10,292 59.85
WDIAX - Wilmington Diversified Income Fund Class A Shares 10,200 69.22
EARAX - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 9,775 66.60
HMS Capital Management, LLC 9,752 59.89
Raymond James Trust N.a. 9,647 0.10
MBEQX - M International Equity Fund 9,111 59.93
Neville Rodie & Shaw Inc 9,039 0.11
MQS Management LLC 8,984 59.88
Whittier Trust Co 8,904 59.86
Cullen/frost Bankers, Inc. 8,700 59.89
Resources Investment Advisors, LLC. 8,687 59.86
Wesbanco Bank Inc 8,572 0.12
QLVD - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund This fund is a listed as child fund of Northern Trust 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 8,370 68.94
Cetera Advisors LLC 8,280 59.90
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 7,965 64.78
Sargent Bickham Lagudis LLC 7,736 64.76
Pacitti Group Inc. 7,492 59.93
TAP Consulting, LLC 7,468 59.86
GTCIX - Quantitative International Equity Portfolio 7,100 69.15
Prudential Financial Inc 7,055 63.64
Bleakley Financial Group, LLC 6,833 59.86
Five Oceans Advisors 6,801 59.84
Aigen Investment Management, Lp 6,746 59.89
Pinnacle West Asset Management, Inc. 6,725
Ashfield Capital Partners, LLC 6,700 61.34
Means Investment Co., Inc. 6,637 59.97
Private Asset Management Inc 6,174 59.93
Petrus Trust Company, LTA 6,166 59.84
Gotham Asset Management, LLC 6,143 59.91
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 6,137 59.96
Lowe Brockenbrough & Co Inc 6,126 59.91
Intercontinental Wealth Advisors, LLC 6,113 59.87
Sabal Trust CO 6,000 59.83
Bluestein R H & Co 6,000 61.33
Brown Shipley& Co Ltd 5,825 59.91
Algert Global Llc 5,821
Enterprise Bank & Trust Co 5,622 59.94
Financial Architects, Inc 5,510 59.89
PDS Planning, Inc 5,350 59.81
Wealthcare Advisory Partners LLC 5,260 59.89
Tiaa, Fsb 5,144 59.88
Cravens & Co Advisors, LLC 5,048 59.83
RISEX - Domini International Opportunities Fund Investor Shares 4,988 68.97
Campbell & CO Investment Adviser LLC 4,914 59.83
Verition Fund Management LLC 4,892 59.89
Fiduciary Group LLC 4,740 59.92
Westwood Holdings Group Inc 4,651
Versor Investments LP 4,600 59.78
Sheaff Brock Investment Advisors, LLC 4,593 59.87
M&g Investment Management Ltd 4,491 59.90
Blueprint Investment Partners LLC 4,386 59.96
Quadrant Capital Group Llc 4,374 59.90
Carmel Capital Partners, LLC 4,344 59.85
Sax Wealth Advisors, Llc 4,342 59.88
Chicago Partners Investment Group LLC 4,331 61.19
Huntington National Bank 4,308 59.89
Brown Brothers Harriman & Co 4,285 59.98
Powers Advisory Group, LLC 4,267 60.00
Inverness Counsel Llc /ny/ 4,000 61.25
FEDM - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund This fund is a listed as child fund of Northern Trust 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 3,982 69.06
Commerce Bank 3,880 59.79
Adirondack Trust Co 3,843 59.85
Sound View Wealth Advisors Group, LLC 3,820 59.95
Compagnie Lombard Odier SCmA 3,804 59.94
HBK Sorce Advisory LLC 3,722 59.91
Parallel Advisors, LLC 3,647 59.78
X-Square Capital, LLC 3,603
CVA Family Office, LLC 3,600 60.00
Asahi Life Asset Management Co., Ltd. 3,510 59.83
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 3,394 59.81
Pallas Capital Advisors LLC 3,369 61.15
BLUIX - BLUEPRINT GROWTH FUND Institutional Class 3,321 66.55
Colonial Trust Co / SC 3,171 59.92
MFDX - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3,086 61.24
Trust Co 3,070 59.93
Grove Bank & Trust 2,649 60.02
Cwm, Llc 2,520
Bangor Savings Bank 2,364 60.07
Adirondack Retirement Specialists, Inc. 1,952 60.45
DFSI - Dimensional International Sustainability Core 1 ETF 1,831 68.81
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class II 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 1,770 59.89
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 1,660 69.28
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 1,511 60.23
Bartlett & Co. LLC 1,465
Surevest, LLC 1,252 61.50
Massmutual Trust Co Fsb/adv 1,209 59.55
WKLY - SoFi Weekly Dividend ETF 1,178 67.06
Baystate Wealth Management LLC 1,135 59.91
Sittner & Nelson, Llc 1,000 60.00
Armstrong Advisory Group, Inc 904 59.73
Boulder Wealth Advisors, LLC 774
IMFL - Invesco International Developed Dynamic Multifactor 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 735 66.67
FSYMX - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M 728 68.68
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 716 61.45
FourThought Financial, LLC 681 61.67
Investment Research & Advisory Group, Inc. 667 59.97
Ogorek Anthony Joseph /ny/ /adv 600
Hexagon Capital Partners LLC 597 60.30
Mark Sheptoff Financial Planning, Llc 584 59.93
JAGAX - Janus Henderson Adaptive Global Allocation Fund Class A 425 58.82
Park Place Capital Corp 419 59.67
WealthPLAN Partners, LLC 400 60.00
Caldwell Securities, Inc 350 60.00
Column Capital Advisors, LLC 332 60.24
CoreCap Advisors, LLC 330 63.64
First Horizon Advisors, Inc. 315 60.32
Beaird Harris Wealth Management, LLC 300 60.00
Cascade Investment Advisors, Inc. 300 60.00
SRS Capital Advisors, Inc. 278 61.15
Kalos Management, Inc. 262 61.07
SCLAX - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 258 58.14
AdvisorNet Financial, Inc 224 58.04
Coston, McIsaac & Partners 217
QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF 205 68.29
Sage Private Wealth Group, Llc 204 63.73
Sageworth Trust Co 202 59.41
Piershale Financial Group, Inc. 200 60.00
Robbins Farley Llc 200 60.00
VMAT - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 162 67.90
City State Bank 153
Colonial Trust Advisors 150 60.00
Bogart Wealth, LLC 150 60.00
Legacy Bridge, LLC 110 63.64
Tucker Asset Management Llc 100 60.00
Creative Financial Designs Inc /adv 100 60.00
Asset Dedication, LLC 85
Wolff Wiese Magana Llc 75 53.33
Schubert & Co 71 56.34
Resources Management Corp /ct/ /adv 66
Parkside Financial Bank & Trust 55 54.55
Copeland Capital Management, LLC 51
Pointe Capital Management LLC 40 50.00
Accel Wealth Management 40 50.00
EverSource Wealth Advisors, LLC 39 51.28
Carolinas Wealth Consulting Llc 33 60.61
Atlantic Trust, LLC 21 47.62
SJS Investment Consulting Inc. 16 62.50
Bell Investment Advisors, Inc 12 83.33
PPI - AXS Astoria Inflation Sensitive ETF
Capula Management Ltd
Peoples Financial Services Corp.
Aspire Private Capital, LLC
Field & Main Bank
UBS Group AG
PYA Waltman Capital, LLC
Legacy Financial Advisors, Inc.
Atlas Capital Advisors Llc
Westpac Banking Corp
FDKFX - Fidelity International Discovery 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
Clear Street Llc
ERBAX - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
Bank of New Hampshire
Hudson Valley Investment Advisors Inc /adv
Marathon Trading Investment Management LLC
Bellwether Advisors, LLC
Wolverine Trading, Llc
Alphacrest Capital Management Llc
HAP Trading, LLC
Pinnacle Wealth Planning Services, Inc.
Opseu Pension Plan Trust Fund
Capital International Investors
SIG North Trading, ULC
Magnetar Financial LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Bridgewater Advisors Inc.
Twin Tree Management, LP
Ofi Invest Asset Management
Wall Street Access Asset Management, LLC
Wolff Financial Management Llc
Point72 Asset Management, L.P.
Comerica Bank
Maven Securities LTD
Wolverine Trading, Llc
Trexquant Investment LP
Money Concepts Capital Corp
Wexford Capital Lp
Coppell Advisory Solutions Corp.
Pearl River Capital, LLC
Hennion & Walsh Asset Management, Inc.
HB Wealth Management, LLC
Headlands Technologies LLC
Thrivent Financial For Lutherans
Syverson Strege & Co
Bridgefront Capital, LLC
Chevy Chase Trust Holdings, Inc.
Avalon Advisors, Llc
Castle Wealth Management Llc
Gyon Technologies Capital Management, LP
Horan Securities, Inc.
Arabesque Asset Management Ltd
Marathon Trading Investment Management LLC
Carr Financial Group Corp
CCMNX - CCM Alternative Income Fund Institutional Shares
Family Management Corp
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
De Burlo Group Inc
Aft, Forsyth & Company, Inc.
Axq Capital, Lp
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
Boston Private Wealth Llc
MOTG - VanEck Vectors Morningstar Global Wide Moat ETF
Arrow Investments Trust - Arrow DWA Country Rotation ETF
Y-Intercept (Hong Kong) Ltd
AIVSX - INVESTMENT CO OF AMERICA Class A
Mill Creek Capital Advisors, LLC
RWM Asset Management, LLC
Laurel Wealth Planning LLC
Artemis Investment Management LLP
McElhenny Sheffield Capital Management, LLC
Wolverine Trading, Llc
Investors Asset Management Of Georgia Inc /ga/ /adv
Houlihan Financial Resource Group, Ltd.
Blueshift Asset Management, LLC
HHM Wealth Advisors, LLC
Goelzer Investment Management, Inc.
Wealthspire Advisors, LLC
Laurus Investment Counsel Inc.
Successful Portfolios LLC
Accurate Wealth Management, LLC
Qube Research & Technologies Ltd
Ancora Advisors, LLC
FORA Capital, LLC
GDS Wealth Management
Euro Pacific Asset Management, LLC
Proquility Private Wealth Partners, LLC
Bnp Paribas Arbitrage, Sa
Waratah Capital Advisors Ltd.
MUFG Americas Holdings Corp
Condor Capital Management
Virtu Financial LLC
J. L. Bainbridge & Co., Inc.
AVIIX - Vp International Fund Class I 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
Capital Asset Advisory Services LLC
Graves-Light Private Wealth Management, Inc.
Cookson Peirce & Co Inc
BI Asset Management Fondsmaeglerselskab A/S
Bradley & Co. Private Wealth Management, LLC
Two Sigma Investments, Lp
Guardian Wealth Advisors, LLC
Sather Financial Group Inc
IMTM - iShares Edge MSCI Intl Momentum 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
Truvestments Capital Llc
FSSEX - Fidelity SAI Sustainable International Equity Fund
International Assets Investment Management, Llc
NuWave Investment Management, LLC
P-Solve Investments Ltd
Caption Management, LLC
Mitchell Capital Management Co
Alpha Paradigm Partners, LLC
Koss-Olinger Consulting, LLC
Affiance Financial, LLC
PYVLX - Payden Equity Income Fund (Investor Class)
WoodTrust Financial Corp
ABALX - AMERICAN BALANCED FUND Class A
Manitou Investment Management Ltd.
Payden & Rygel
Nisa Investment Advisors, Llc
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class 69.33
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 59.91
Name Current Shares Current PPS Previous Shares Previous PPS
VEU - Vanguard FTSE All-World ex-US 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 3,672,195 60.57 3,711,752 69.19
AMECX - INCOME FUND OF AMERICA Class A 3,229,553 60.57 7,608,387 69.19
FSGEX - Fidelity Series 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 2,631,390 60.57 2,535,761 69.19
VIAAX - Vanguard International Dividend Appreciation 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 2,324,967 60.58 2,291,308 69.19
MKVHX - MFS International Large Cap Value Fund R6 1,452,781 56.60 1,409,213 66.58
IDEV - iShares Core MSCI International Developed Markets 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 962,620 60.58 944,581 69.19
SCHY - Schwab International Dividend Equity ETF 445,372 56.53 345,952 66.73
SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A 352,882 60.58 309,693 69.19
VSGX - Vanguard ESG International Stock ETF 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 302,763 56.61 297,422 66.58
Eaton Vance Tax-managed Global Diversified Equity Income Fund 292,974 60.58 256,430 69.19
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 280,135 56.60 398,589 66.58
FZROX - Fidelity ZERO 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 229,680 60.58 224,760 69.19
DFAI - Dimensional International Core Equity Market ETF 202,841 60.63 173,300 69.22
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 164,199 60.51 124,613 68.99
AVDE - Avantis International Equity 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 141,238 56.61 125,855 66.58
SFNNX - Schwab Fundamental International Large Company Index Fund Institutional Shares 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 122,364 60.57 110,803 69.19
Ameriprise Financial Inc 93,037 73.38 154,181 74.72
GCINX - Green Century MSCI International Index Fund Individual Investor Class 77,095 60.57 76,499 69.19
Lombard Odier Asset Management (Europe) Ltd 74,759 109.15 79,382 109.28
DFA INVESTMENT DIMENSIONS GROUP INC - International Social 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 56,477 60.63 56,477 69.21
Name Current Shares Current PPS Previous Shares Previous PPS
Vanguard Group Inc 71,080,535 62.01 69,549,581 59.90
Bank Of America Corp /de/ 38,816,496 62.01 38,013,134 59.90
Td Asset Management Inc 37,106,631 62.05 36,565,578 59.81
Bank Of Nova Scotia 36,757,624 62.58 33,980,108 60.69
FIL Ltd 35,389,522 61.98 33,381,437 59.90
National Bank Of Canada /fi/ 32,041,517 61.96 30,793,768 59.84
1832 Asset Management L.P. 24,555,651 62.01 24,381,379 59.90
CIBC Asset Management Inc 17,842,241 62.03 17,133,820 59.84
Beutel, Goodman & Co Ltd. 14,485,469 0.06 13,351,345 0.06
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 14,410,244 61.98 13,963,820 59.90
Manufacturers Life Insurance Company, The 14,264,206 61.96 14,664,900 59.86
Connor, Clark & Lunn Investment Management Ltd. 12,341,620 61.97 11,776,545 59.89
Fmr Llc 11,436,055 61.98 12,272,398 59.90
Massachusetts Financial Services Co /ma/ 10,828,818 62.01 10,305,876 59.90
Canada Pension Plan Investment Board 6,565,212 62.05 11,916,172 59.81
Capital Research Global Investors 5,781,187 61.98 5,717,169 59.90
Invesco Ltd. 4,927,161 62.01 3,932,764 59.90
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4,369,728 61.97 4,034,610 59.89
Agf Management Ltd 3,735,190 61.98 4,055,624 59.90
APG Asset Management N.V. 3,647,577 56.87 3,664,389 55.06
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Bank Of Nova Scotia 2,777,516 36,757,624 62.58 33,980,108 60.69 8.17
FIL Ltd 2,008,085 35,389,522 61.98 33,381,437 59.90 6.02
Vanguard Group Inc 1,530,954 71,080,535 62.01 69,549,581 59.90 2.20
National Bank Of Canada /fi/ 1,247,749 32,041,517 61.96 30,793,768 59.84 4.05
Beutel, Goodman & Co Ltd. 1,134,124 14,485,469 0.06 13,351,345 0.06 8.49
Invesco Ltd. 994,397 4,927,161 62.01 3,932,764 59.90 25.28
MUFG Securities EMEA plc 887,253 2,187,253 82.11 1,300,000 0.08 68.25
Bank Of America Corp /de/ 803,362 38,816,496 62.01 38,013,134 59.90 2.11
CIBC Asset Management Inc 708,421 17,842,241 62.03 17,133,820 59.84 4.13
Connor, Clark & Lunn Investment Management Ltd. 565,075 12,341,620 61.97 11,776,545 59.89 4.80
Quadrature Capital Ltd 545,800 1,304,000 61.97 758,200 59.85 71.99
Td Asset Management Inc 541,053 37,106,631 62.05 36,565,578 59.81 1.48
Massachusetts Financial Services Co /ma/ 522,942 10,828,818 62.01 10,305,876 59.90 5.07
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 446,424 14,410,244 61.98 13,963,820 59.90 3.20
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 335,118 4,369,728 61.97 4,034,610 59.89 8.31
Canoe Financial LP 205,119 1,848,301 62.01 1,643,182 59.90 12.48
Twin Tree Management, LP 200,381 200,381 62.01 0 0.00
1832 Asset Management L.P. 174,272 24,555,651 62.01 24,381,379 59.90 0.71
Voya Investment Management Llc 136,701 136,701 62.06 0 0.00
SCHY - Schwab International Dividend Equity ETF 99,420 445,372 56.53 345,952 66.73 28.74
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Canada Pension Plan Investment Board 5,350,960 6,565,212 62.05 11,916,172 59.81 -44.91
AMECX - INCOME FUND OF AMERICA Class A 4,378,834 3,229,553 60.57 7,608,387 69.19 -57.55
American Century Companies Inc 1,331,255 188,372 61.98 1,519,627 59.90 -87.60
Fmr Llc 836,343 11,436,055 61.98 12,272,398 59.90 -6.81
DekaBank Deutsche Girozentrale 431,332 2,125,045 0.06 2,556,377 0.06 -16.87
Manufacturers Life Insurance Company, The 400,694 14,264,206 61.96 14,664,900 59.86 -2.73
Agf Management Ltd 320,434 3,735,190 61.98 4,055,624 59.90 -7.90
Millennium Management Llc 256,840 443,160 62.02 700,000 0.07 -36.69
Voloridge Investment Management, Llc 195,343 3,898 62.08 199,241 59.90 -98.04
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio 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 143,598 263,250 61.98 406,848 59.90 -35.30
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 118,454 280,135 56.60 398,589 66.58 -29.72
Goodman Advisory Group, LLC 102,696 186 64.52 102,882 59.90 -99.82
Russell Investments Group, Ltd. 98,681 1,469,775 61.99 1,568,456 59.76 -6.29
JIJIX - John Hancock International Dynamic Growth Fund Class NAV 93,840 23,260 60.58 117,100 69.19 -80.14
Dsm Capital Partners Llc 81,212 11,730 62.06 92,942 59.90 -87.38
FVD - First Trust Value Line Dividend 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 69,164 1,152,940 62.01 1,222,104 59.90 -5.66
Jarislowsky, Fraser Ltd 68,351 1,972,083 0.06 2,040,434 0.06 -3.35
Ameriprise Financial Inc 61,144 93,037 73.38 154,181 74.72 -39.66
Citigroup Inc 57,082 814,001 62.05 871,083 59.81 -6.55
Azimuth Capital Investment Management LLC 55,590 65,848 62.01 121,438 59.90 -45.78
Name Current Puts
Hudson Bay Capital Management LP 4,000,000
Eisler Capital (UK) Ltd. 10,000
CenterStar Asset Management, LLC 5,600
Point72 Asset Management, L.P. 0
Name Current Calls
SIG North Trading, ULC 778,000
Susquehanna International Group, Llp 543,700
Capital Fund Management S.a. 34,500
PEAK6 Investments LLC 31,700
DRW Securities, LLC 10,400
Clear Street Llc 0
Name
Name Previous Puts
Parallax Volatility Advisers, L.P. 153,700
Marathon Trading Investment Management LLC 0
UBS Group AG 0
Name Previous Calls
Caption Management, LLC 0
Capula Management Ltd 0
Bnp Paribas Arbitrage, Sa 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
HAP Trading, LLC 11,000 11,000 0 0.00
Name Increased Calls Current Calls Previous Calls Percentage Increase
Walleye Capital LLC 31,500 71,100 39,600 79.55
Walleye Trading LLC 138,100 396,300 258,200 53.49
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Citadel Advisors Llc 213,400 771,000 984,400 -21.68
Name

Past Week Analysis

Name Shares PPS
Farther Finance Advisors, LLC 1,227 61.94
Name Shares PPS
Tucker Asset Management Llc 100 60.00
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