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 50.00 51.04 49.57
Previous Quarter 753 56.00 59.32 56.06

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 463 595 166 7 61 95
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 5 4 1 1 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 1 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 0 1 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 5,338,943 1.51 52.36 57,188,578 16.15 51.99
Previous Quarter 5,114,108 1.44 59.42 56,372,239 15.92 59.69

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 37,969,717 51.04
Wellington Management Group Llp 9,528,542 51.04
Invesco Ltd. 6,856,366 51.04
VFINX - Vanguard 500 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 6,799,922 51.04
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,619,810 51.04
Geode Capital Management, Llc 6,079,028 50.91
Victory Capital Management Inc 5,388,268 51.04
Morgan Stanley 3,648,706 51.04
VETAX - Victory Sycamore Established Value Fund Class A 3,475,000 51.04
FXAIX - Fidelity 500 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 3,196,067 50.64
VWNDX - Vanguard Windsor 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 3,105,995 62.49
IVV - iShares Core S&P 500 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 2,561,761 51.04
Lsv Asset Management 2,525,059 0.05
Amundi 1,778,999 51.25
Dfa Investment Trust Co - The U.s. Large Cap 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 1,698,335 62.49
Aqr Capital Management Llc 1,657,849 50.76
Thrivent Financial For Lutherans 1,656,045 0.05
First Trust Advisors Lp 1,646,512 51.04
VIG - Vanguard Dividend Appreciation 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 1,631,829 62.49
Deutsche Bank Ag\ 1,273,155 51.04

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 38,062,409 59.32
Victory Capital Management Inc 6,918,082 59.32
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,671,079 59.32
VFINX - Vanguard 500 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 6,664,979 59.32
Geode Capital Management, Llc 6,013,126 59.19
SCHD - Schwab U.S. Dividend 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 4,819,760 59.24
VETAX - Victory Sycamore Established Value Fund Class A 4,220,000 59.32
Dimensional Fund Advisors Lp 4,199,823 59.31
Invesco Ltd. 3,605,971 59.32
Lsv Asset Management 3,227,650 0.06
FXAIX - Fidelity 500 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 3,174,943 59.24
Aqr Capital Management Llc 3,126,720 58.29
IVV - iShares Core S&P 500 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 2,533,753 59.32
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 2,430,000 59.32
Bank of New York Mellon Corp 2,182,092 59.32
Amundi 2,041,145 59.57
VIG - Vanguard Dividend Appreciation 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 1,855,930 65.75
Bank Of America Corp /de/ 1,675,498 59.32
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 1,642,200 59.32
Nordea Investment Management Ab 1,299,925 58.29

 

Recent Quarter Analysis

Name Shares PPS
Wellington Management Group Llp 9,528,542 51.04
Morgan Stanley 3,648,706 51.04
VWNDX - Vanguard Windsor 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 3,105,995 62.49
Dfa Investment Trust Co - The U.s. Large Cap 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 1,698,335 62.49
Thrivent Financial For Lutherans 1,656,045 0.05
First Trust Advisors Lp 1,646,512 51.04
Deutsche Bank Ag\ 1,273,155 51.04
Ubs Asset Management Americas Inc 1,210,945 59.32
Artisan Partners Limited Partnership 1,100,131 51.04
Nfj Investment Group, Llc 888,332 51.04
Great Lakes Advisors, Llc 813,308 51.04
Thompson Siegel & Walmsley Llc 804,741 0.05
MOO - VanEck Vectors Agribusiness ETF 712,834 51.04
YAFFX - AMG Yacktman Focused Fund Class N 700,000 51.04
FTXG - First Trust Nasdaq Food & Beverage 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 663,916 51.04
PMPRX - MidCap Value Fund I R-3 657,897 62.49
Nuveen Asset Management, LLC 619,624 51.04
Pfs Investments Inc. 571,013 0.05
Alliancebernstein L.p. 545,301 51.04
DGRO - iShares Core 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 531,316 62.49
Name Shares PPS
SCHD - Schwab U.S. Dividend 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 4,819,760 59.24
Dimensional Fund Advisors Lp 4,199,823 59.31
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 2,430,000 59.32
Bank of New York Mellon Corp 2,182,092 59.32
Bank Of America Corp /de/ 1,675,498 59.32
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 1,642,200 59.32
Nordea Investment Management Ab 1,299,925 58.29
VYM - Vanguard High Dividend Yield 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 1,248,709 65.75
Citadel Advisors Llc 1,238,000 59.32
Arrowstreet Capital, Limited Partnership 1,092,078 0.06
RSP - Invesco S&P 500 Equal Weight 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 1,079,876 65.75
VCSAX - Vanguard Consumer Staples 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 1,008,241 59.24
Rothschild Asset Management Inc 987,827 62.25
Polaris Capital Management, LLC 918,263 59.32
Voloridge Investment Management, Llc 858,721 59.32
IWR - iShares Russell Mid-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 795,753 59.32
FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 755,898 65.75
Millennium Management Llc 755,317 0.06
FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 723,800 59.24
Hsbc Holdings Plc 696,173 59.32
Hsbc Holdings Plc 696,173 59.32
Rnc Capital Management Llc 672,708 0.06
BEGIX - Sterling Capital Equity Income Fund Institutional Class 654,753 65.93
Conning Inc. 594,895 59.22
Rheos Capital Works Inc. 576,900 0.06
SWPPX - Schwab S&P 500 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 549,738 65.75
Canada Pension Plan Investment Board 542,806 59.32
BBVLX - Bridge Builder Large Cap Value Fund 511,441 59.32
FXG - First Trust Consumer Staples AlphaDEX 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 495,948 65.75
Simplex Trading, Llc 474,200 0.06
California State Teachers Retirement System 456,388 59.32
Mitsubishi UFJ Trust & Banking Corp 417,931 59.32
Intech Investment Management Llc 397,957 59.32
CDC - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 389,685 59.32
Allspring Global Investments Holdings, LLC 367,474 59.32
FDVLX - Fidelity Value 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 357,400 65.75
DFQTX - U.s. Core Equity 2 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 347,698 65.75
Capital Investment Advisors, LLC 309,666 59.32
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core 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 248,607 59.24
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 248,347 65.75
Raymond James & Associates 246,146 59.32
SCHX - Schwab U.S. Large-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 245,255 59.24
Parallax Volatility Advisers, L.P. 239,600 59.32
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 228,500 59.32
PREIX - T. Rowe Price Equity Index 500 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 206,352 59.32
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 204,000 59.32
VADCX - Invesco Equally-weighted S&p 500 Fund Class C 199,578 59.24
Lido Advisors, LLC 181,798 59.32
ARSQX - Aristotle Value Equity Fund Class I Shares 178,500 65.93
Aigen Investment Management, Lp 173,696 59.32
FTA - First Trust Large Cap Value AlphaDEX 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 172,202 65.75
State of New Jersey Common Pension Fund D 166,703 59.32
Pictet Asset Management Sa 166,122 59.32
TMFCX - Touchstone Mid Cap Value Fund Class C 165,807 59.32
Oregon Public Employees Retirement Fund 165,242 59.32
Goodman Financial Corp 163,882 59.32
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor 162,462 68.35
Numerai GP LLC 155,585 59.32
Gyroscope Capital Management Group, Llc 152,843 59.32
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 148,884 65.75
Two Sigma Securities, Llc 142,600 59.32
OALVX - Optimum Large Cap Value Fund Class A 142,158 59.32
Natixis Advisors, L.p. 139,772 0.06
FSMVX - Fidelity Mid Cap Value 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 136,258 65.75
FBCVX - Fidelity Blue Chip Value 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 128,800 65.75
IMC-Chicago, LLC 125,600 59.32
Kovitz Investment Group Partners, LLC 123,001 0.06
FBLEX - Fidelity Series Stock Selector Large Cap Value 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 120,800 65.75
First American Trust, Fsb 120,228 0.06
TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 119,902 65.75
Ccm Investment Advisers Llc 118,947 59.32
Greystone Financial Group, LLC 118,287 59.32
Tudor Investment Corp Et Al 117,894 0.06
PBJ - Invesco Dynamic Food & Beverage 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 115,769 68.35
Gotham Asset Management, LLC 113,526 59.32
Bessemer Group Inc 112,134 0.06
Stephens Inc /ar/ 109,107 59.32
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index 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 107,977 59.32
Advisors Asset Management, Inc. 107,394 59.32
Brookfield Asset Management Inc. 105,819 59.32
HAVLX - Harbor Large Cap Value Fund Institutional Class 105,384 68.35
Franklin Resources Inc 97,793 59.32
CoreCommodity Management, LLC 94,512 59.32
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 94,449 59.32
JHMM - John Hancock Multifactor Mid Cap ETF 92,228 65.75
ASMMX - Invesco Summit Fund Class A 89,100 68.35
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 87,359 59.32
Ing Groep Nv 86,534 59.32
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value 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 82,158 59.24
Arizona State Retirement System 79,067 59.32
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 78,950 59.32
Liberty All Star Equity Fund 74,900 65.93
SILVX - SGI U.S. Large Cap Equity Fund Class I 74,500 66.28
Amalgamated Bank 73,609 0.05
Cwm, Llc 72,559 0.06
Lumbard & Kellner, LLC 72,388 62.50
EVSAX - Wells Fargo Disciplined U.S. Core Fund Class A 71,373 65.75
CX Institutional 71,258 59.39
Gabelli Funds Llc 65,000 59.32
Cantor Fitzgerald, L. P. 64,550 59.32
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 63,682 59.33
Farmers Trust Co 62,894 59.32
Duality Advisers, Lp 60,045 59.32
PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 58,400 65.75
Bontempo Ohly Capital Mgmt Llc 57,859 59.32
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 56,564 59.31
Cutler Capital Management, LLC 56,288 59.32
FORA Capital, LLC 54,570 59.32
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 52,900 65.94
Sowell Financial Services LLC 52,145 0.06
CIBC Asset Management Inc 51,645 59.33
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 51,600 59.32
Cinctive Capital Management LP 51,541 59.31
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 50,461 59.31
Intact Investment Management Inc. 49,400 59.31
Vontobel Holding Ltd. 49,288 59.32
Keene & Associates, Inc. 47,342 59.31
LMBJX - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 45,557 65.94
Janus Henderson Group Plc 45,002 59.31
VRNIX - Vanguard Russell 1000 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 43,456 59.23
Kornitzer Capital Management Inc /ks 43,400 59.31
BI Asset Management Fondsmaeglerselskab A/S 42,841 0.07
GBFFX - GMO Benchmark-Free Fund Class III 42,000 59.24
JB Capital LLC 41,951 59.33
VSTIX - Stock Index Fund 41,936 59.23
Money Concepts Capital Corp 41,692 59.65
USGRX - Growth & Income Fund Shares 41,301 68.35
FCPI - Fidelity Stocks for Inflation ETF 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 40,259 65.75
Xponance, Inc. 36,890 59.31
Sentinel Trust Co Lba 36,500 0.05
FIMVX - Fidelity Mid Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,223 59.33
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 36,163 59.31
Hexagon Capital Partners LLC 35,684 59.33
Liberty One Investment Management, Llc 34,424 59.32
Hudson Value Partners, LLC 34,262 59.31
Weiss Multi-Strategy Advisers LLC 33,760 0.06
CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF 33,525 59.33
Signet Financial Management, Llc 33,340 59.33
Gries Financial Llc 32,858 59.32
SUVAX - PGIM QMA LARGE-CAP VALUE FUND Class A 32,700 59.24
Horrell Capital Management, Inc. 31,853 0.06
Public Sector Pension Investment Board 31,424 59.32
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 31,403 59.33
VALQ - American Century STOXX U.S. Quality 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 29,776 59.24
Baird Financial Group, Inc. 29,337 59.31
Advisory Services Network, LLC 29,073 59.33
Verition Fund Management LLC 29,027 59.32
Tredje AP-fonden 28,947 59.32
SWMCX - Schwab U.S. Mid-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,745 65.75
Eaton Vance Tax-managed Buy-write Income Fund 28,696 59.31
TLORX - Transamerica Large Value Opportunities R 28,661 65.73
DFLV - Dimensional US Large Cap Value ETF 28,530 65.76
Proficio Capital Partners LLC 27,940 1.00
IMCB - iShares Morningstar Mid-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 27,699 65.74
SGMAX - SIIT Global Managed Volatility Fund Class A 27,602 59.23
Quantbot Technologies LP 27,551 59.31
IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 26,740 59.31
FLQL - Franklin LibertyQ U.S. Equity ETF 26,432 65.94
ExodusPoint Capital Management, LP 25,866 0.08
FAVAX - Fidelity Advisor Equity Value 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 25,804 59.25
Hartford Investment Management Co 24,429 59.31
Pinnacle Wealth Planning Services, Inc. 23,856 59.31
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 23,819 65.75
SSO - ProShares Ultra S&P500 23,724 59.22
Securian Asset Management, Inc 23,516 59.32
Huber Capital Management LLC 23,447 59.33
Elo Mutual Pension Insurance Co 23,088 0.04
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 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 22,879 65.74
NMIAX - Columbia Large Cap Enhanced Core Fund Class A 22,862 66.27
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 22,538 59.32
Bridges Investment Management Inc 22,047 59.33
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 21,964 59.32
STNC - Stance Equity ESG Large Cap Core ETF 21,052 66.26
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 20,136 59.30
XYLD - Global X S&P 500 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 19,683 65.74
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 18,994 65.92
GINDX - Gotham Index Plus Fund Institutional Class 18,971 59.30
Mendel Capital Management LLC 18,861 59.33
BRAGX - Aggressive Investors 1 Fund Class N 18,800 59.31
Virtus Family Office LLC 18,662 59.32
Louisiana State Employees Retirement System 18,600 59.30
Empirical Finance, LLC 18,531 59.31
Park Avenue Securities Llc 18,084 0.06
FAVFX - Fidelity Advisor Value 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 17,620 65.78
SPIAX - Invesco S&p 500 Index Fund Class A 17,599 59.26
Capstone Investment Advisors, Llc 17,500 59.31
PTLC - Pacer Trendpilot US Large Cap ETF 17,260 65.76
FCTR - First Trust Lunt U.S. Factor Rotation 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 17,058 59.33
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,714 59.29
AIVL - WisdomTree U.S. Dividend ex-Financials Fund N/A 16,648 59.35
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 16,554 59.32
IPMIX - Voya Index Plus MidCap Portfolio Class I 15,522 59.34
POMIX - T. Rowe Price Total 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 15,309 59.31
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 15,157 59.31
Susquehanna Fundamental Investments, Llc 14,442 59.34
JPIVX - JPMorgan Intrepid Value Fund Class I 13,428 59.35
Sante Capital Fund, LP 13,378 65.93
LCIAX - Siit Large Cap Index Fund - Class A 13,365 59.26
Whittier Trust Co 13,267 59.32
Nomura Holdings Inc 13,116 59.32
Allstate Investment Management Co 13,092 62.25
FLQM - Franklin LibertyQ U.S. Mid Cap Equity ETF 13,013 59.33
Metis Global Partners, LLC 12,939 59.36
Hennion & Walsh Asset Management, Inc. 12,827 0.08
DNLDX - BNY Mellon Active MidCap Fund Class A 12,720 65.96
Sigma Planning Corp 12,706 59.34
ILCV - iShares Morningstar Large-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,538 65.72
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 12,398 59.28
SDLAX - SIIT Dynamic Asset Allocation Fund - Class A 12,372 59.25
Naples Global Advisors, Llc 12,155 59.32
Moors & Cabot, Inc. 11,978 59.36
CVY - Invesco Zacks Multi-Asset Income 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 11,926 65.74
BUFDX - Buffalo Dividend Focus Fund Investor Class 11,900 59.33
Private Advisory Group LLC 11,721 59.30
VCGAX - Growth & Income Fund 11,613 59.24
Alps Advisors Inc 11,410 59.33
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,343 59.33
Sumitomo Life Insurance Co 11,224 0.09
Synergy Financial Management, LLC 10,899 59.36
Threadgill Financial, Llc 10,696 59.37
Parallel Advisors, LLC 10,414 59.34
Ridgewood Investments LLC 10,344 59.36
Neuberger Berman Group LLC 10,076 59.35
Mach-1 Financial Group, Inc. 9,978 59.33
SPGM - SPDR(R) Portfolio MSCI Global Stock Market 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 9,710 59.32
Alpha Paradigm Partners, LLC 9,610 62.23
Tectonic Advisors Llc 9,547 59.29
apricus wealth, LLC 9,440 59.32
Balasa Dinverno & Foltz Llc 9,302 65.90
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 9,041 59.29
Fox Run Management, L.l.c. 8,854 59.30
Asset Allocation & Management Company, LLC 8,816 0.11
Aspen Wealth Strategies, LLC 8,781 59.33
UCAGX - Cornerstone Aggressive Fund 8,486 59.27
MVIAX - Praxis Value Index Fund Class A 8,430 59.31
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 8,221 59.36
Newman Dignan & Sheerar, Inc. 8,162 59.30
Cribstone Capital Management, LLC 8,112 62.25
Atlas Capital Advisors Llc 8,087 59.35
QLC - FlexShares US Quality Large Cap 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 7,910 65.74
Copperwynd Financial, LLC 7,766 59.36
VLU - SPDR S&P 1500 Value Tilt 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 7,743 59.28
Agf Management Ltd 7,576 59.27
Advisors Capital Management, LLC 7,237
MQS Management LLC 7,139 59.25
SEIAX - SIIT Multi-Asset Real Return Fund - Class A 7,041 59.22
Avantax Advisory Services, Inc. 7,037 59.26
Cetera Advisors LLC 6,960 59.34
Diligent Investors, LLC 6,915 59.29
SFAAX - Wells Fargo Index Asset Allocation Fund Class A 6,712 59.30
SSPIX - SIMT S&P 500 Index Fund Class F 6,703 59.38
SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 6,659 59.32
Two Sigma Advisers, Lp 6,600 59.39
Achmea Investment Management B.V. 6,408
Wela Strategies, Inc. 6,306 59.31
DVRAX - MFS Global Alternative Strategy Fund A 6,271 65.70
HCVEX - The Value Equity Portfolio HC Strategic Shares 6,256 59.30
CAVAX - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 6,235 59.18
PESAX - LargeCap Value Fund III R-1 6,166 65.68
Altus Wealth Group LLC 6,128 59.40
FSLVX - Fidelity Stock Selector Large Cap Value 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 6,100 65.74
QRPNX - AQR Alternative Risk Premia Fund Class N 5,969 59.31
Ci Investments Inc. 5,957
First Republic Investment Management, Inc. 5,782 59.32
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A 5,685 59.28
AMOMX - AQR Large Cap Momentum Style Fund Class I 5,543 59.35
RYZAX - S&P 500 Pure Value Fund Class H 5,479 59.32
Nebula Research & Development LLC 5,388 59.39
Bank Of Hawaii 5,372 59.38
VSMV - VictoryShares US Multi-Factor Minimum Volatility ETF 5,369 59.23
AVUSX - Avantis U.S. Equity Fund Institutional 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 5,324 59.17
NTSX - WisdomTree 90/60 U.S. Balanced Fund N/A 5,162 59.28
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 5,161 65.88
DIVB - iShares U.S. Dividend and Buyback 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 5,065 65.75
Campbell & CO Investment Adviser LLC 4,874 59.29
GMUEX - GMO U.S. Equity Fund Class III 4,800 66.25
Moody National Bank Trust Division 4,754 59.32
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 4,742 59.26
Zhang Financial LLC 4,609 59.23
RIA Advisory Group LLC 4,572 59.27
Independent Advisor Alliance 4,510 59.42
Arvest Trust Co N A 4,506 59.25
Angeles Investment Advisors, LLC 4,495 59.40
Koss-Olinger Consulting, LLC 4,461 59.40
IBPIX - Voya Balanced Portfolio Class I 4,437 59.27
Jeppson Wealth Management, Llc 4,434 59.31
Colonial River Wealth Management, LLC 4,382 59.33
TLARX - Transamerica Large Core R 4,286 65.80
Amarillo National Bank 4,250 59.29
Good Life Advisors, LLC 4,234 59.28
Sawtooth Solutions, LLC 4,139 59.43
Bleakley Financial Group, LLC 4,126 59.38
Narwhal Capital Management 3,935 59.21
Acrisure Capital Management, LLC 3,709 59.32
Horizon Investments, LLC 3,707 59.35
Delta Capital Management Llc 3,650
Oakwell Private Wealth Management, LLC 3,541 59.31
Perennial Investment Advisors, LLC 3,497 59.19
Fund Management at Engine No. 1 LLC 3,460 59.25
Harbour Investments, Inc. 3,423 59.30
Argonautica Private Wealth Management, Inc 3,410 59.24
Bank Of The West 3,263 62.21
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 3,247 65.60
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 3,099 59.37
TQMVX - T. Rowe Price QM U.S. Value Equity 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 3,092 65.98
FHELX - Delaware Hedged U.S. Equity Opportunities Fund Class R6 3,019 59.29
VFMFX - Vanguard U.S. Multifactor 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 2,976 66.20
GDLFX - Gotham Defensive Long 500 Fund Institutional Class 2,874 59.15
Salem Investment Counselors Inc 2,830 59.36
SBSPX - QS S&P 500 Index Fund Class A 2,760 59.42
GLDNX - Great Lakes Disciplined Equity Fund Institutional Class Shares 2,739 66.08
Focused Wealth Management, Inc 2,693 59.41
SHE - SPDR SSGA Gender Diversity Index 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 2,654 59.16
Caas Capital Management Lp 2,600 59.23
GVIZX - Value Equity Index Fund Investor 2,592 59.41
CoreCap Advisors, LLC 2,539 62.23
ICA Group Wealth Management, LLC 2,522 59.48
AXS Investments LLC 2,475 59.39
DLCFX - Destinations Large Cap Equity Fund Class I 2,415 59.21
Archer Investment Corp 2,328 57.99
GVALX - Gotham Large Value Fund Institutional Class 2,244 59.27
SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares 2,089 59.36
Trust Co Of Vermont 2,056 59.34
Parkside Financial Bank & Trust 2,040 59.31
Altshuler Shaham Ltd 1,807 59.21
GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,783 59.45
VGLSX - Global Strategy Fund 1,766 66.25
AFOCX - Archer Focus Fund 1,660 59.04
MML Series Investment Fund II - MML Asset Momentum Fund Class II 1,525 66.23
Lee Financial Co 1,515 59.41
Platinum Investment Management Ltd 1,479 59.50
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 1,457 65.89
SYMIX - AlphaCentric Symmetry Strategy Fund Class I 1,399 59.33
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 1,398 59.37
GPS Wealth Strategies Group, LLC 1,349 59.30
EverSource Wealth Advisors, LLC 1,330 59.40
Penserra Capital Management LLC 1,297
XVV - iShares ESG Screened S&P 500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,206 59.70
VFQY - Vanguard U.S. Quality Factor 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 1,130 59.29
WLTH - LifeGoal Wealth Builder ETF 1,112 59.35
SWSAX - SIIT World Select Equity Fund Class A 1,100 59.09
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 1,061 65.98
Endurance Wealth Management, Inc. 1,056
Northwest Investment Counselors, Llc 993 59.42
Castleview Partners, Llc 946 59.20
PBP - Invesco S&P 500 BuyWrite 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 918 65.36
Ellevest, Inc. 916 58.95
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 913 62.43
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 902 59.87
Armstrong Advisory Group, Inc 877 59.29
MBAAX - Global Strategist Portfolio Class A Shares 784 59.95
TPLE - Timothy Plan US Large/Mid Cap Core Enhanced ETF 763 65.53
International Assets Investment Management, Llc 760 59.21
Old North State Trust, LLC 726
Accel Wealth Management 669 59.79
HCESX - The ESG Growth Portfolio HC Strategic Shares 645 58.91
UGE - ProShares Ultra Consumer Goods 622 59.49
Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 562 58.72
North Star Investment Management Corp. 511 58.71
PineBridge Investments, L.P. 390 58.97
Central Bank & Trust Co 380 60.53
TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 376 66.49
Heritage Wealth Management, Llc 370 62.16
MNMCX - Pro-Blend(R) Moderate Term Series Class L 363 66.12
PFG Private Wealth Management, LLC 355 59.15
CVA Family Office, LLC 350 60.00
FLFGX - GLOBAL ALLOCATION FUND Retail Class 348 66.09
Massmutual Trust Co Fsb/adv 330 60.61
LSEIX - Persimmon Long/Short Fund Class I Shares 321 59.19
Colonial Trust Advisors 264 60.61
CNPIX - Consumer Goods Ultrasector Profund Investor Class 251 67.73
Desjardins Global Asset Management Inc. 245
Carolinas Wealth Consulting Llc 211 61.61
WKLY - SoFi Weekly Dividend ETF 191 57.59
Proequities, Inc. 185 59.46
M&r Capital Management Inc 180 61.11
Harbor Investment Advisory, Llc 168 59.52
New Millennium Group LLC 168 59.52
Bell Investment Advisors, Inc 150 60.00
First Manhattan Co 150 60.00
ARAAX - Horizon Active Risk Assist Fund Advisor Class 140 57.14
SAVN - LifeGoal Conservative Wealth Builder ETF 126 55.56
MIMPX - Global Strategist Portfolio Class I 119 58.82
Fortis Capital Advisors, LLC 115 60.87
Okabena Investment Services Inc 71 56.34
CNB Bank 62 64.52
Schubert & Co 62 64.52
Manchester Capital Management LLC 60 66.67
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 57 52.63
Baystate Wealth Management LLC 56 53.57
AABFX - Thrivent Balanced Income Plus Fund Class A 50 60.00
Versant Capital Management, Inc 48 62.50
Bellwether Advisors, LLC 47 63.83
Carmichael Hill & Associates, Inc. 45 66.67
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 37 54.05
First Command Advisory Services, Inc. 28 71.43
WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 25 40.00
Eagle Bay Advisors LLC 24 41.67
Kb Financial Partners, Llc 24
JNBA Financial Advisors 22 45.45
Wolff Wiese Magana Llc 21 47.62
Amerivest Investment Management LLC 19
Federated Hermes, Inc. 15 66.67
VDNI - V-Shares US Diversity ETF 13 76.92
Sound Income Strategies, LLC 10 100.00
Centerpoint Advisors, LLC 8
SkyView Investment Advisors, LLC 5
ZSPY - ASYMmetric Smart Alpha S&P 500 ETF 2
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class
Point72 Hong Kong Ltd
Nuveen Core Equity Alpha 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
Romano Brothers And Company
Busey Wealth Management
FUNL - CornerCap Fundametrics Large-Cap ETF
Adams Diversified Equity Fund, Inc.
Eisler Capital (UK) Ltd.
LSVVX - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
Twin Capital Management Inc
Two Sigma Investments, Lp
Wedge Capital Management L L P/nc
Catalyst Capital Advisors LLC
Eisler Capital (UK) Ltd.
Mount Lucas Management LP
Systematic Alpha Investments, LLC
Lmcg Investments, Llc
Distillate Capital Partners LLC
USVT - US VALUE ETF
Dai-Ichi Life Insurance Company, Ltd
Capital Directions Investment Advisors, LLC
Axa S.a.
STATE STREET CORP
Sandy Spring Bank
Paladin Advisory Group, LLC
L2 Asset Management, LLC
Tortoise Investment Management, LLC
Css Llc/il
BlackRock Inc.
Lake Street Financial Llc
CIBC Private Wealth Group, LLC
DCUAX - DWS CROCI U.S. Fund Class A
Dakota Wealth Management
Zacks Investment Management
Dupont Capital Management Corp
Patriot Financial Group Insurance Agency, LLC
Qtron Investments LLC
Garrison Point Advisors, Llc
Columbus Macro, LLC
BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund
Pearl River Capital, LLC
Cowa, Llc
Harel Insurance Investments & Financial Services Ltd.
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
180 Wealth Advisors, Llc
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
Alpha Cubed Investments, LLC
Beacon Financial Group
Horan Securities, Inc.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
AlphaStar Capital Management, LLC
SOA Wealth Advisors, LLC.
Global Wealth Management Investment Advisory, Inc.
Dynamic Technology Lab Private Ltd
BLB&B Advisors, LLC
Point72 Asset Management, L.P.
United Capital Financial Advisers, Llc
West Family Investments, Inc.
Mint Tower Capital Management B.V.
Sittner & Nelson, Llc
Advisor Resource Council
Capital Analysts, Inc.
J.w. Cole Advisors, Inc.
ACG Wealth
AGCIX - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class
RDA Financial Network
Guardian Wealth Advisors, LLC
Kalos Management, Inc.
Weiss Asset Management LP
Euclidean Technologies Management, LLC
SG Americas Securities, LLC
Watershed Asset Management, L.L.C.
Cadence Bank Na
Maverick Capital Ltd
HFG Advisors, Inc.
Fort Sheridan Advisors Llc
Syverson Strege & Co
Railway Pension Investments Ltd
Econ Financial Services Corp
Industrial Alliance Investment Management Inc.
Professional Financial Advisors, LLC
Better Money Decisions, LLC
Guyasuta Investment Advisors Inc
XVOL - Acruence Active Hedge U.S. Equity ETF
Capital Square, LLC
Meritage Portfolio Management
Clark Capital Management Group, Inc.
Nicholas Hoffman & Company, LLC.
C M Bidwell & Associates Ltd
Tyler-Stone Wealth Management
Brookmont Capital Management
RMEAX - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
Nations Financial Group Inc, /ia/ /adv
Candlestick Capital Management LP
Ascent Group, LLC
Alpine Woods Capital Investors, Llc
CHURCHILL MANAGEMENT Corp
Delta Asset Management Llc/tn
Navellier & Associates Inc
FUKOKU MUTUAL LIFE INSURANCE Co
Azimuth Capital Investment Management LLC
BFOR - Barron's 400 ETF
Accurate Wealth Management, LLC
Baker Tilly Financial, Llc
Activest Wealth Management
Fiduciary Alliance LLC
Natixis Investment Managers International
Aveo Capital Partners, LLC
Cornerstone Wealth Group, LLC
VANGUARD GROUP INC
PGGM Investments
SG3 Management, LLC
Trustmark National Bank Trust Department
Riverpoint Wealth Management Holdings, LLC
Jnl Series Trust - Jnl/s&p 4 Fund (a)
Mill Creek Capital Advisors, LLC
Carolina Wealth Advisors, LLC
SECEX - Guggenheim StylePlus - Large Core Fund A
Hrt Financial Lp
Balentine LLC
Keybank National Association/oh
McAdam, LLC
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
AVLVX - Avantis U.S. Large Cap Value Fund Institutional Class
Creative Financial Designs Inc /adv
Financial Architects, Inc
YUMY - VanEck Future of Food ETF
Fort, L.p.
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
VELA Investment Management, LLC
New England Research & Management, Inc.
VisionPoint Advisory Group, LLC
Algert Global Llc
Institute for Wealth Management, LLC.
Qsemble Capital Management, LP
Versor Investments LP
Addison Advisors LLC
Capital Advisors Inc/ok
Opseu Pension Plan Trust Fund
Retirement Financial Solutions, Llc
PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity
RWM Asset Management, LLC
AUENX - AQR Large Cap Defensive Style Fund Class N
Equitable Holdings, Inc.
GCHDX - Gotham Hedged Core Fund Institutional Class
JDM Financial Group LLC
Dean Investment Associates, Llc
Belpointe Asset Management LLC
Citizens Business Bank
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
Pacific Center for Financial Services
Insight Advisors, LLC/ PA
Barings Llc
CHICAGO TRUST Co NA
Landscape Capital Management, L.l.c.
Graves-Light Private Wealth Management, Inc.
Kula Investments, LLC
Evergreen Wealth Solutions, LLC
Comerica Securities,inc.
Blueshift Asset Management, LLC
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
Seelaus Asset Management LLC
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary 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
PIBAX - PGIM BALANCED FUND Class A
Shulman DeMeo Asset Management LLC
RYSRX - Guggenheim Long Short Equity Fund Class P
Wealth Enhancement Advisory Services, Llc
United Services Automobile Association
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity 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
McElhenny Sheffield Capital Management, LLC
Affiance Financial, LLC
Klingman & Associates, LLC
ARS Wealth Advisors Group, LLC
GVLU - Gotham 1000 Value ETF
Change Path, LLC
Annandale Capital, LLC
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
Waterloo Capital, L.P.
LNFIX - QS Global Market Neutral Fund Class A
ROUS - Hartford Multifactor US Equity ETF
Putnam Investments Llc
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
Community Bank, N.A.
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional 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
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class 65.72
Name Current Shares Current PPS Previous Shares Previous PPS
Vanguard Group Inc 37,969,717 51.04 38,062,409 59.32
Invesco Ltd. 6,856,366 51.04 3,605,971 59.32
VFINX - Vanguard 500 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 6,799,922 51.04 6,664,979 59.32
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,619,810 51.04 6,671,079 59.32
Geode Capital Management, Llc 6,079,028 50.91 6,013,126 59.19
Victory Capital Management Inc 5,388,268 51.04 6,918,082 59.32
VETAX - Victory Sycamore Established Value Fund Class A 3,475,000 51.04 4,220,000 59.32
FXAIX - Fidelity 500 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 3,196,067 50.64 3,174,943 59.24
IVV - iShares Core S&P 500 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 2,561,761 51.04 2,533,753 59.32
Lsv Asset Management 2,525,059 0.05 3,227,650 0.06
Amundi 1,778,999 51.25 2,041,145 59.57
Aqr Capital Management Llc 1,657,849 50.76 3,126,720 58.29
VIG - Vanguard Dividend Appreciation 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 1,631,829 62.49 1,855,930 65.75
FNKLX - Fidelity Series Value 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 1,210,200 62.49 965,200 65.75
IWD - iShares Russell 1000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 728,587 51.04 763,083 59.32
Poplar Forest Capital LLC 585,924 51.04 369,729 59.32
Bridgewater Associates, LP 566,591 51.04 631,724 59.32
CSMEX - Carillon Scout Mid Cap Fund Class A 522,247 62.49 548,716 65.75
IWS - iShares Russell Mid-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 496,616 51.04 575,766 59.32
National Pension Service 462,180 50.69 447,642 58.32
Name Current Shares Current PPS Previous Shares Previous PPS
Seven Eight Capital, Lp 15,225 51.03 0
Benjamin F. Edwards & Company, Inc. 14,465 0.07 589
Lion Street Advisors, LLC 12,623 79.93 11,068 59.36
CIBC World Markets Inc. 12,260 0.08 12,608 0.08
TCG Advisory Services, LLC 7,417 51.10 0
Paragon Capital Management Ltd 4,799 51.05 0
Bank of New Hampshire 16 62.50 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Invesco Ltd. 3,250,395 6,856,366 51.04 3,605,971 59.32 90.14
FNKLX - Fidelity Series Value 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 245,000 1,210,200 62.49 965,200 65.75 25.38
Poplar Forest Capital LLC 216,195 585,924 51.04 369,729 59.32 58.47
VFINX - Vanguard 500 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 134,943 6,799,922 51.04 6,664,979 59.32 2.02
PFPFX - Poplar Forest Partners Fund Class A 90,500 238,000 51.04 147,500 59.32 61.36
Geode Capital Management, Llc 65,902 6,079,028 50.91 6,013,126 59.19 1.10
JIEMX - Equity Income Fund Class NAV 43,900 280,751 50.64 236,851 59.24 18.53
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 34,449 301,495 51.04 267,046 59.32 12.90
IVV - iShares Core S&P 500 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 28,008 2,561,761 51.04 2,533,753 59.32 1.11
FXAIX - Fidelity 500 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 21,124 3,196,067 50.64 3,174,943 59.24 0.67
SFLNX - Schwab Fundamental US 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 19,247 184,750 62.49 165,503 65.75 11.63
Raymond James Financial Services Advisors, Inc. 17,202 138,460 51.04 121,258 59.32 14.19
Seven Eight Capital, Lp 15,225 15,225 51.03 0 0.00
National Pension Service 14,538 462,180 50.69 447,642 58.32 3.25
Benjamin F. Edwards & Company, Inc. 13,876 14,465 0.07 589 2355.86
QAAHCX - T. Rowe Price Equity Income Portfolio 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 12,300 114,626 51.04 102,326 59.32 12.02
Blue Square Asset Management, Llc 11,124 17,582 51.02 6,458 59.31 172.25
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 10,469 382,690 50.64 372,221 59.24 2.81
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 10,114 15,738 51.02 5,624 59.39 179.84
TCG Advisory Services, LLC 7,417 7,417 51.10 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Victory Capital Management Inc 1,529,814 5,388,268 51.04 6,918,082 59.32 -22.11
Aqr Capital Management Llc 1,468,871 1,657,849 50.76 3,126,720 58.29 -46.98
VETAX - Victory Sycamore Established Value Fund Class A 745,000 3,475,000 51.04 4,220,000 59.32 -17.65
Lsv Asset Management 702,591 2,525,059 0.05 3,227,650 0.06 -21.77
Citigroup Inc 306,436 387,549 51.04 693,985 59.32 -44.16
Amundi 262,146 1,778,999 51.25 2,041,145 59.57 -12.84
Scout Investments, Inc. 235,994 399,403 55.04 635,397 59.32 -37.14
VIG - Vanguard Dividend Appreciation 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 224,101 1,631,829 62.49 1,855,930 65.75 -12.07
DekaBank Deutsche Girozentrale 162,599 59,294 0.05 221,893 0.06 -73.28
FALCX - Strategic Advisers Large Cap Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 152,893 294,900 50.64 447,793 59.24 -34.14
Mercer Global Advisors Inc /adv 108,539 112,355 0.05 220,894 0.06 -49.14
Acadian Asset Management Llc 101,043 573 101,616 0.06 -99.44
Vanguard Group Inc 92,692 37,969,717 51.04 38,062,409 59.32 -0.24
FLKSX - Fidelity Low-Priced Stock 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 92,458 98,158 62.49 190,616 65.75 -48.50
Lazard Asset Management Llc 90,581 3,318 93,899 0.06 -96.47
IWS - iShares Russell Mid-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 79,150 496,616 51.04 575,766 59.32 -13.75
SVYAX - SIIT U.S. Managed Volatility Fund - Class A 78,849 35,051 50.64 113,900 59.24 -69.23
Bridgewater Associates, LP 65,133 566,591 51.04 631,724 59.32 -10.31
New York State Teachers Retirement System 61,484 293,556 0.05 355,040 0.06 -17.32
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51,269 6,619,810 51.04 6,671,079 59.32 -0.77
Name Current Puts
PEAK6 Investments LLC 304,100
Walleye Trading LLC 274,600
XR Securities LLC 28,700
Delta Accumulation, LLC 20,700
Eisler Capital (UK) Ltd. 0
Name Current Calls
Capital Fund Management S.a. 971,700
Quarry LP 96,000
Boothbay Fund Management, Llc 64,000
Point72 Asset Management, L.P. 0
Name
COGMX - AXS Market Neutral Fund Investor Class Shares
Name Previous Puts
Hsbc Holdings Plc 696,173
Name Previous Calls
Paladin Advisory Group, LLC 0
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
D. E. Shaw & Co., Inc. 892,358 272,400 1,164,758 -76.61
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
GRMAX - Nationwide S&P 500 Index Fund Class A 9,859 55.69 9,859 65.73
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