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 70.00 46.18 38.07
Previous Quarter 750 41.00 45.17 41.62

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 493 532 8 203 107 86
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 1 0 0 0 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 0 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Past Week 0 0 0 0 0 0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

BlackRock Vanguard
Quarter Shares % Ownership PPS Shares % Ownership PPS
Current Quarter 0 0.00 0.00 29,375,421 0.00 0.00
Previous Quarter 0 0.00 0.00 32,941,060 0.00 0.00

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name Shares PPS
Creative Planning 122,405,892 46.18
Betterment LLC 105,288,084 0.05
Morgan Stanley 52,828,794 46.18
Goldman Sachs Group Inc 42,912,822 46.18
Northern Trust Corp 36,966,454 46.18
Sei Investments Co 30,017,024 46.18
Vanguard Group Inc 16,386,223 46.18
Baird Financial Group, Inc. 15,032,609 46.18
Cerity Partners LLC 11,897,845 46.18
Advisor Group Holdings, Inc. 10,905,827 46.17
Captrust Financial Advisors 9,655,449 46.18
Keybank National Association/oh 9,378,951 46.18
Charles Schwab Investment Advisory, Inc. 9,352,787 46.18
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 9,326,936 46.18
Pnc Financial Services Group, Inc. 8,051,554 46.18
Jasper Ridge Partners, L.P. 7,544,298 46.18
SCS Capital Management LLC 7,120,244 46.18
Citigroup Inc 6,898,539 46.18
M&t Bank Corp 6,767,310 46.18
Victory Capital Management Inc 6,049,749 46.18

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
Bank Of America Corp /de/ 143,638,243 45.17
Jones Financial Companies Lllp 74,137,064 45.17
Wells Fargo & Company/mn 59,202,040 45.17
Sei Investments Co 30,406,502 45.17
Amerivest Investment Management LLC 23,774,210 0.05
Tiaa, Fsb 23,476,974 45.17
Bank of New York Mellon Corp 22,446,186 45.17
Vanguard Group Inc 16,020,331 45.17
Advisor Group Holdings, Inc. 12,117,305 45.18
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 9,467,955 45.17
Pnc Financial Services Group, Inc. 8,200,847 45.17
First Republic Investment Management, Inc. 8,058,748 45.17
M&t Bank Corp 7,002,635 45.17
SCS Capital Management LLC 6,954,196 45.17
Citigroup Inc 6,414,561 45.17
Manufacturers Life Insurance Company, The 5,544,467 45.17
Victory Capital Management Inc 5,500,150 45.17
Mercer Global Advisors Inc /adv 5,065,270 0.05
Raymond James Financial Services Advisors, Inc. 4,946,043 45.17
Morningstar Investment Services LLC 4,728,844 0.04

 

Recent Quarter Analysis

Name Shares PPS
Creative Planning 122,405,892 46.18
Betterment LLC 105,288,084 0.05
Morgan Stanley 52,828,794 46.18
Goldman Sachs Group Inc 42,912,822 46.18
Northern Trust Corp 36,966,454 46.18
Baird Financial Group, Inc. 15,032,609 46.18
Cerity Partners LLC 11,897,845 46.18
Captrust Financial Advisors 9,655,449 46.18
Keybank National Association/oh 9,378,951 46.18
Charles Schwab Investment Advisory, Inc. 9,352,787 46.18
Jasper Ridge Partners, L.P. 7,544,298 46.18
CI Private Wealth, LLC 5,916,664 46.18
JMG Financial Group, Ltd. 5,100,480 0.05
Cliftonlarsonallen Wealth Advisors, Llc 4,959,442 46.18
State of Tennessee, Treasury Department 4,889,821 46.18
Jane Street Group, Llc 4,790,320 46.18
Tfo-tdc, Llc 4,597,305 46.18
Fisher Asset Management, LLC 4,164,566 0.05
Ballentine Partners, LLC 4,129,274 46.18
Pathstone Family Office, Llc 4,092,095 46.12
Name Shares PPS
Bank Of America Corp /de/ 143,638,243 45.17
Jones Financial Companies Lllp 74,137,064 45.17
Wells Fargo & Company/mn 59,202,040 45.17
Amerivest Investment Management LLC 23,774,210 0.05
Tiaa, Fsb 23,476,974 45.17
Bank of New York Mellon Corp 22,446,186 45.17
First Republic Investment Management, Inc. 8,058,748 45.17
Mercer Global Advisors Inc /adv 5,065,270 0.05
Raymond James Financial Services Advisors, Inc. 4,946,043 45.17
Morningstar Investment Services LLC 4,728,844 0.04
Country Trust Bank 4,499,570 45.17
Angeles Investment Advisors, LLC 4,259,020 45.17
Natixis Advisors, L.p. 3,993,675 0.05
Ellevest, Inc. 3,347,012 45.17
Bank Of Hawaii 3,264,575 45.17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class 2,911,468 45.17
Hernani LP 2,674,261 45.17
Allen Investment Management LLC 2,654,660 45.17
GPSTX - GuidePath(R) Growth Allocation Fund Service Shares 2,167,757 45.17
Bridges Investment Management Inc 2,143,593 45.17
Tectonic Advisors Llc 2,057,144 45.17
Allspring Global Investments Holdings, LLC 1,877,989 45.17
BLB&B Advisors, LLC 1,829,683 45.17
McCutchen Group LLC 1,640,180 36.36
Miracle Mile Advisors, LLC 1,506,714 45.17
Westwood Holdings Group Inc 1,472,353 0.05
Arbor Investment Advisors, LLC 1,466,361 45.17
Lido Advisors, LLC 1,426,043 45.17
Planning Alternatives Ltd /adv 1,372,302 45.17
Old Mission Capital Llc 1,366,334 45.17
Pinnacle Financial Partners Inc 1,360,483 45.17
Whittier Trust Co 1,340,593 45.16
JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 1,275,361 45.17
Commerce Bank 1,272,822 45.17
Coldstream Capital Management Inc 1,189,156 45.17
Massmutual Trust Co Fsb/adv 1,132,055 45.17
Lwmg, Llc 1,118,621 45.17
Alesco Advisors Llc 1,025,172 45.17
Jordan Park Group LLC 1,008,063 45.17
Johnson Investment Counsel Inc 946,674 45.17
Wealthcare Advisory Partners LLC 814,444 45.17
Wealth Architects, LLC 800,414 45.17
Edge Capital Group, LLC 782,636 45.17
Tanager Wealth Management LLP 774,872 45.17
Welch & Forbes Llc 774,633 45.17
Park Avenue Securities Llc 769,272 0.05
Avantax Advisory Services, Inc. 727,568 45.17
Cresset Asset Management, LLC 706,705 45.17
EverSource Wealth Advisors, LLC 678,112 45.17
Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 647,980 45.17
Family Firm, Inc. 642,628 45.17
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 638,106 44.17
Column Capital Advisors, LLC 627,781 3.69
Wind River Trust Co 623,099 45.17
Invst, LLC 616,148 46.35
Duff & Phelps Investment Management Co 616,070 45.17
Sterling Group Wealth Management, LLC 594,433 45.17
Sageworth Trust Co 590,983 45.17
Galvin, Gaustad & Stein, LLC 577,793 45.17
Avenue 1 Advisors, LLC 574,680 45.17
PACK Private Wealth, LLC 561,008 45.17
Apriem Advisors 532,126 45.17
Personal Capital Advisors Corp 518,181 41.97
Praetorian Wealth Management, Inc. 506,826 45.17
Oakwell Private Wealth Management, LLC 490,833 45.17
Klingman & Associates, LLC 463,765 45.17
Financial Advisors Network, Inc. 458,863 41.97
CIBC World Markets Inc. 457,888 0.05
Parallel Advisors, LLC 440,187 45.17
Benjamin F. Edwards & Company, Inc. 436,414 0.05
Stephens Inc /ar/ 423,135 45.17
Lowe Brockenbrough & Co Inc 422,852 45.17
SWM Advisors 421,171 36.36
Tenret Co LLC 419,851 45.17
Fiduciary Group LLC 417,481 45.17
Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares 404,043 45.17
AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 402,905 45.17
Hanlon Investment Management, Inc. 402,778 45.17
Peapack Gladstone Financial Corp 402,091 0.04
JNBA Financial Advisors 401,729 45.17
Eagle Bay Advisors LLC 376,289 45.17
Horizon Investments, LLC 374,694 45.17
Cetera Advisors LLC 372,079 45.17
St. Louis Trust Co 370,949 45.17
Twele Capital Management, Inc. 369,558 45.17
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F 361,000 45.17
Hudock, Inc. 359,559 45.17
Trustcore Financial Services, Llc 356,267 41.97
Chilton Capital Management Llc 352,341 45.17
Fairview Capital Investment Management, Llc 349,128 45.17
Legacy Financial Group LLC 342,101 45.17
Strategic Wealth Partners Group LLC 333,561 0.04
Signature Estate & Investment Advisors Llc 330,358 0.05
Hassell Wealth Management, LLC 317,609 45.76
ERn Financial, LLC 317,568 45.17
GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 307,013 45.17
Michelson Medical Research Foundation, Inc. 305,875 45.17
Waterford Advisors, LLC 299,746 0.05
Glassy Mountain Advisors, Inc. 299,120 45.17
Pittenger & Anderson Inc 297,483 45.17
Security Benefit Life Insurance Co /ks/ 288,600 45.17
Telos Capital Management, Inc. 284,851 45.17
CVA Family Office, LLC 278,209 45.17
Rossmore Private Capital 275,775 45.14
Wooster Corthell Wealth Management, Inc. 271,874 45.17
Trellis Advisors, LLC 271,713 45.17
Forefront Analytics, LLC 267,051 45.17
Morton Brown Family Wealth, LLC 257,882 45.17
Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio 257,771 45.17
Intergy Private Wealth, LLC 256,715 45.17
Doyle Wealth Management 256,714 36.36
Per Stirling Capital Management, LLC. 249,638 45.17
Staley Capital Advisers Inc 244,061 0.05
Continental Investors Services, Inc. 241,954 40.76
Tarbox Family Office, Inc. 241,876 45.17
Aletheian Wealth Advisors LLC 238,975 45.17
One Day In July LLC 229,906 45.17
Towerpoint Wealth, LLC 228,448 45.17
BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 228,417 45.17
JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 227,634 44.17
Cape Cod Five Cents Savings Bank 221,397 45.17
Patriot Financial Group Insurance Agency, LLC 221,012 45.17
Stableford Capital Ii Llc 207,822 0.04
CoreCap Advisors, LLC 205,789 41.97
Ade, Llc 204,038 45.17
Wealth Alliance Advisory Group, LLC 198,584 45.17
Central Bank & Trust Co 191,925 45.16
DHK Financial Advisors, Inc. 189,982 45.17
Ronald Blue Trust, Inc. 185,102 0.04
RFG Advisory, LLC 184,204 45.17
Plancorp, LLC 179,612 45.17
Cpwm, Llc 179,293 36.36
First Manhattan Co 178,835 45.17
Prudent Man Advisors, LLC 172,116 0.05
Redwood Investment Management, Llc 170,784 0.05
Planned Solutions, Inc. 170,747 45.17
Evercore Wealth Management, LLC 166,062 45.17
Camden National Bank 165,946 45.17
Grey Fox Wealth Advisors, LLC 163,619 45.17
JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 161,540 44.17
Resource Planning Group 160,498 42.58
Petredis Investment Advisors Llc 156,541 45.17
Advisors Capital Management, LLC 153,042 0.05
Ebor Charitable Trust 152,086 45.17
Trust Co Of Vermont 147,247 45.17
Susquehanna International Group, Llp 145,200 45.17
Harbour Investments, Inc. 145,178 45.17
Rs Crum Inc. 144,769 45.17
DiMeo Schneider & Associates, L.L.C. 143,106 45.17
Waldron Private Wealth LLC 142,601 0.04
Ausdal Financial Partners, Inc. 142,239 45.17
Creative Financial Designs Inc /adv 140,845 45.17
Von Berge Wealth Management Group, LLC 140,214 45.54
Hilltop Wealth Advisors, Llc 139,687 45.17
JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 135,376 44.17
Crescent Grove Advisors, LLC 134,726 45.17
Dorsey & Whitney Trust CO LLC 133,163 45.17
Madison Wealth Management 132,866 45.17
Fundamentun, Llc 132,116 45.17
Rex Capital Advisors, LLC 129,923 0.04
Stonehearth Capital Management, LLC 124,985 45.17
Arvest Trust Co N A 123,443 45.17
McAdam, LLC 119,506 45.17
Gyl Financial Synergies, Llc 118,012 45.17
StrategIQ Financial Group, LLC 117,926 45.17
Cribstone Capital Management, LLC 116,404 41.97
Eclectic Associates Inc /adv 114,681 45.17
Stock Yards Bank & Trust Co 114,035 0.04
Sentinel Trust Co Lba 110,811 0.05
Bessemer Group Inc 110,674 0.05
Blue Investment Partners LLC 110,098 45.17
Dowling & Yahnke Llc 107,847 36.36
McNamara Financial Services, Inc. 105,325 45.17
Sebold Capital Management, Inc. 105,105 45.17
Opes Wealth Management LLC 104,030 45.17
Omnia Family Wealth, LLC 102,231 45.17
Sequoia Financial Advisors, LLC 102,113 45.17
GenTrust, LLC 99,908 45.17
Montis Financial, LLC 97,959 45.17
Archford Capital Strategies, LLC 97,870 45.18
Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares 97,193 45.17
Smithfield Trust Co 96,681 0.04
Camden Capital, LLC 96,665 45.17
Berkshire Asset Management Llc/pa 96,152 45.17
Prosperity Consulting Group, LLC 95,425 45.17
Cypress Wealth Services, LLC 92,029 45.17
Great Valley Advisor Group, Inc. 91,724 45.17
Citadel Advisors Llc 85,000 45.16
Castle Wealth Management Llc 84,245 45.17
Resolute Advisors LLC 83,589 45.17
James J. Burns & Company, LLC 83,057 0.05
Carolinas Wealth Consulting Llc 82,895 45.17
Heritage Wealth Management, Llc 79,721 41.97
Zhang Financial LLC 77,184 45.16
Nottingham Advisors, Inc. 76,483 45.17
Laraway Financial Inc 76,028 45.17
Provident Wealth Management, LLC 72,282 45.17
Centaurus Financial, Inc. 70,766 0.04
Gunma Bank,Ltd. 70,000 0.04
Peoples Bank /oh 69,811 45.16
Paulson Wealth Management Inc. 69,407 45.17
Five Oceans Advisors 68,088 45.18
JLKZX - Multi-Index 2055 Lifetime Portfolio Class 1 68,081 44.17
Journey Strategic Wealth Llc 67,638 45.17
Shepherd Financial Partners LLC 66,196 45.17
Cyndeo Wealth Partners, LLC 63,012 45.17
SFBPX - Great-West SecureFoundation Balanced ETF Fund Class A 62,940 45.17
Motley Fool Wealth Management, LLC 62,566 45.17
Walkner Condon Financial Advisors LLC 61,423 45.15
Sanford Advisory Services, LLC 61,226 41.98
Lazard Asset Management Llc 60,748 0.05
Moody National Bank Trust Division 60,163 45.18
Waters Parkerson & Co., Llc 59,999 0.05
First Hawaiian Bank 59,884 45.17
JT Stratford LLC 59,340 45.16
Washington Trust Advisors, Inc. 58,840 45.17
Cary Street Partners Asset Management Llc 58,710 17.12
John & Kathleen Schreiber Foundation 57,800 45.17
Charter Oak Capital Management, LLC 57,190 45.17
C2C Wealth Management, LLC 56,978 45.82
Roosevelt Investment Group Llc 55,771 36.36
West Coast Financial LLC 55,481 45.17
Bangor Savings Bank 55,123 45.17
Sowell Financial Services LLC 54,300 0.04
Kovitz Investment Group Partners, LLC 53,779 0.04
Mitchell Mcleod Pugh & Williams Inc 52,616 45.18
First Financial Corp /in/ 52,237 45.16
Fortis Capital Advisors, LLC 51,122 45.17
Creegan & Nassoura Financial Group, LLC 50,596 45.16
Bartlett & Co. LLC 48,445 0.04
Stone Point Wealth LLC 48,439 45.17
TPG Financial Advisors, LLC 48,081 45.17
Capital City Trust Co/fl 47,370 45.18
Stephenson National Bank & Trust 46,360 45.17
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 46,167 45.16
Scott Capital Advisors, LLC 45,993 45.18
MONECO Advisors, LLC 45,710 45.18
Maltin Wealth Management, Inc. 45,117 45.17
Financial Partners Capital Management Llc 45,055 41.97
CX Institutional 44,619 45.54
Arrowstreet Capital, Limited Partnership 43,907 0.05
Avantax Planning Partners, Inc. 43,725 45.17
Landmark Wealth Management, LLC 43,170 0.05
IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 42,704 45.17
Naples Global Advisors, Llc 42,524 45.17
Aureus Asset Management, LLC 40,094 45.17
Sanctuary Wealth Management, L.L.C. 39,428 41.98
Flower City Capital 39,087 45.18
Soltis Investment Advisors LLC 39,068 45.18
Sunburst Financial Group, LLC 37,654 45.17
Perennial Investment Advisors, LLC 37,496 45.18
Waypoint Wealth Partners Inc. 37,154 45.16
Orcam Financial Group 36,611 0.05
Hall Laurie J Trustee 36,235 0.06
N.E.W. Advisory Services LLC 34,530 45.18
Parkside Financial Bank & Trust 34,328 45.18
Dakota Wealth Management 33,922 45.16
Clifford Swan Investment Counsel Llc 33,425 45.18
Oak Hill Wealth Advisors, Llc 32,920 45.17
White Lighthouse Investment Management Inc. 32,826 45.18
Whitaker-Myers Wealth Managers, LTD. 32,279 45.17
Cardinal Point Capital Management, ULC 32,209 45.17
Advanced Research Investment Solutions, Llc 31,689 45.16
Verde Capital Management 30,970 45.17
Advisory Research Inc 30,809 45.18
Hsbc Holdings Plc 30,766 45.18
Institute for Wealth Management, LLC. 30,662 45.17
Dfpg Investments, Llc 30,231 45.19
RHTX - RH Tactical Outlook ETF 30,203 44.17
Wealth Advisory Solutions, LLC 30,197 45.17
JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 30,132 44.17
Gs Investments, Inc. 29,845 45.17
Wells Trecaso Financial Group, LLC 29,693 45.16
Cavalier Investments, LLC 29,565 45.15
Legacy Bridge, LLC 29,291 45.17
Optas, LLC 29,155 45.17
Bleakley Financial Group, LLC 28,827 45.17
Family CFO Inc 28,770 45.19
Wealthsimple Inc. 28,260 36.38
Leonard Rickey Investment Advisors P.L.L.C. 27,999 45.18
Millennium Management Llc 27,540 0.04
Cidel Asset Management Inc 26,846 45.18
Waterfront Wealth Inc. 26,694 45.18
Silverlake Wealth Management Llc 26,480 45.17
Mma Asset Management Llc 26,099 45.17
Retirement Investment Advisors, Inc. 25,212 45.18
Capital Advisors, Ltd. LLC 25,081 0.04
Peak Asset Management, LLC 24,382 45.16
L & S Advisors Inc 23,669 45.16
Bell Investment Advisors, Inc 23,399 45.17
Two Sigma Securities, Llc 23,323 45.19
Boston Research & Management Inc 23,116 0.04
MidWestOne Financial Group, Inc. 22,835 45.15
Gofen & Glossberg Llc /il/ 22,096 0.05
Gotham Asset Management, LLC 22,064 45.19
Neuberger Berman Group LLC 22,048 45.17
Signet Financial Management, Llc 22,019 45.19
Keystone Financial Group 21,172 41.99
Davidson Trust Co 21,032 45.17
Clientfirst Wealth Management, LLC 20,432 45.81
Pecaut & Co. 20,383 45.18
Wesbanco Bank Inc 20,085 0.05
KC Investment Advisors, LLC 20,024 0.05
Phillips Financial Management, Llc 19,730 45.16
Mcmorgan & Co Llc 19,395 45.17
Valtinson Bruner Financial Planning LLC 19,378 45.15
Boyer & Corporon Wealth Management, LLC 19,238 0.05
Modus Advisors, LLC 18,512 45.16
McClarren Financial Advisors, Inc. 18,463 0.05
Dohj, Llc 18,425 45.16
CFO4Life, L.P. 17,998 41.95
Joel Isaacson & Co., LLC 17,923 45.19
Peterson Wealth Advisors, LLC 17,729 45.18
RWM Asset Management, LLC 16,993 45.20
Cahill Wealth Management, LLC 16,731 45.19
Foster Victor Wealth Advisors, LLC 16,705 45.56
New Millennium Group LLC 16,132 45.19
ACG Wealth 15,699 36.37
Krilogy Financial LLC 15,598 45.20
River Wealth Advisors LLC 15,576 45.20
Girard Partners Ltd. 15,489 45.19
TD Capital Management LLC 15,270 45.19
Absolute Capital Management, LLC 14,898 45.17
North Star Asset Management Inc 14,855 45.17
Mission Creek Capital Partners, Inc. 14,472 45.19
North Star Investment Management Corp. 14,077 45.18
Wealthspan Partners, Llc 13,731 45.15
Courier Capital Llc 13,648 45.13
CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I 13,487 45.15
Great Point Wealth Advisors, LLC 13,405 45.13
Bft Financial Group, Llc 13,236 45.18
BKA Wealth Consulting, Inc. 13,142 45.50
Blue Barn Wealth, LLC 13,023 45.15
Old North State Trust, LLC 13,019 0.08
Center For Asset Management LLC 12,932 45.16
Capital Advisors Wealth Management, LLC 12,745 45.19
Baker Tilly Financial, Llc 12,659 45.19
Colonial River Wealth Management, LLC 12,546 45.19
Security National Bank Of So Dak 12,496 0.08
Kiley Juergens Wealth Management, Llc 12,478 45.20
RVW Wealth, LLC 12,473 45.14
Cozad Asset Management Inc 12,045 45.16
ICA Group Wealth Management, LLC 11,699 45.13
Monograph Wealth Advisors, Llc 11,559 45.16
SOL Capital Management CO 11,515 45.16
Crestwood Advisors Group LLC 11,486 45.19
Pathway Financial Advisors LLC 11,396 45.19
Defined Wealth Management, Llc 11,373 45.19
Carnegie Capital Asset Management, LLC 11,222 45.18
Confluence Wealth Services, Inc. 11,046 45.17
Northwest Investment Counselors, Llc 10,481 45.13
Wall Street Access Asset Management, LLC 10,365 45.15
Acas, Llc 10,277 45.15
Garden State Investment Advisory Services LLC 10,236 45.13
Independent Wealth Network Inc. 10,007 45.17
Eagle Ridge Investment Management 10,000 45.20
Centerpoint Advisors, LLC 10,000
Blue Zone Wealth Advisors, LLC 9,928 45.12
Moors & Cabot, Inc. 9,648 45.19
Grandfield & Dodd, Llc 9,501 45.15
Next Capital Management LLC 9,265 45.12
Wealth Alliance 9,134 45.22
Reuter James Wealth Management, Llc 9,093 45.20
First National Bank Sioux Falls 8,975 45.13
SeaBridge Investment Advisors LLC 8,959 45.21
TBH Global Asset Management, LLC 8,819 45.13
Capital Investment Advisors, LLC 8,760 45.21
Spotlight Asset Group, Inc. 8,625
Budros, Ruhlin & Roe, Inc. 8,580 36.36
Talisman Wealth Advisors LLC 8,538
Stanley-Laman Group, Ltd. 8,532 45.12
Greenup Street Wealth Management Llc 8,299 45.19
First Farmers & Merchants Bank / Trust 8,125 36.31
Northwest Bancshares, Inc. 8,103 45.17
Caerus Investment Advisors, LLC 8,017 45.15
Wealth Dimensions Group, Ltd. 8,007 45.21
Front Row Advisors LLC 7,899
Westover Capital Advisors, LLC 7,772 45.16
Aevitas Wealth Management, Inc. 7,753 41.92
TFAFX - Tactical Growth Allocation Fund Class I 7,600 45.13
Tri-Star Advisors Inc. 7,580 45.12
Ruedi Wealth Management, Inc. 7,454 45.21
Mcdaniel Terry & Co 7,372
Good Life Advisors, LLC 7,355 45.14
Archer Investment Corp 7,327 45.18
Tillman Hartley LLC 6,956 45.14
Reynders McVeigh Capital Management, LLC 6,940
Lincoln Capital LLC 6,936 45.13
Koss-Olinger Consulting, LLC 6,711 45.15
Bank OZK 6,477 45.24
Icon Wealth Advisors, LLC 6,472 42.03
Austin Asset Management Co Inc 6,316 45.12
F3Logic, LLC 6,222 41.95
Clarus Group, Inc. 6,182 45.13
Heritage Investors Management Corp 6,068
Perfromance Wealth Partners, LLC 5,941 45.11
Salem Investment Counselors Inc 5,932 45.18
Fortis Capital Management LLC 5,582 45.15
Clarity Wealth Advisors, LLC 5,582 45.15
Hemenway Trust Co LLC 5,312 45.18
First Business Financial Services, Inc. 5,245 45.19
TAP Consulting, LLC 5,158 45.17
Prosperity Wealth Management, Inc. 5,107 45.23
Harbor Group, Inc. 5,069 45.18
Bill Few Associates, Inc. 4,997 45.23
Argent Advisors, Inc. 4,974 45.24
Grey Street Capital, LLC 4,750 45.26
Financial Services Advisory Inc 4,653 45.13
Rnc Capital Management Llc 4,568
Bernardo Wealth Planning LLC 4,556 45.22
Divergent Wealth Advisors, Llc 4,542 45.13
Fortitude Advisory Group L.L.C. 4,483 45.06
Fiduciary Alliance LLC 4,460 45.07
Capital Directions Investment Advisors, LLC 3,809 42.01
Atlas Capital Advisors Llc 3,671 45.22
CoreFirst Bank & Trust 3,664 45.31
Resurgent Financial Advisors LLC 3,465 45.31
First National Bank of South Miami 3,297 45.19
Ing Groep Nv 3,260 45.09
Rain Capital Management, LLC 2,656 45.18
Armstrong Advisory Group, Inc 2,611 45.19
Colonial Trust Advisors 2,508 45.06
Gables Capital Management Inc. 2,485 45.07
Sound Income Strategies, LLC 2,452 45.27
Endurance Wealth Management, Inc. 2,438
GW&K Investment Management, LLC 2,308
Graham Capital Wealth Management, Llc 1,745 451.58
Baystate Wealth Management LLC 1,451 45.49
Accel Wealth Management 1,439 45.17
Hexagon Capital Partners LLC 1,316 44.83
Dividend Asset Capital, Llc 1,260
Financial Freedom, LLC 1,234 45.38
Tower Research Capital LLC (TRC) 1,044
Wolff Wiese Magana Llc 878 45.56
DELAWARE VIP TRUST - Delaware VIP International Series Standard 860 45.35
Community Bank, N.A. 600 45.00
Kathleen S. Wright Associates Inc. 573 45.38
Clean Yield Group 552 45.29
Versant Capital Management, Inc 454 44.05
Focused Wealth Management, Inc 408 44.12
Zeit Capital LLC 339 44.25
Ulland Investment Advisors, LLC 320
CNB Bank 300 46.67
Castleview Partners, Llc 194 46.39
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 140 42.86
Macroview Investment Management Llc 125 48.00
Strategic Investment Solutions, Inc. /IL 109 45.87
Your Advocates Ltd., LLP 102 49.02
Russell Investments Group, Ltd. 77 38.96
Clearview Wealth Advisors LLC 3
Inverness Counsel Llc /ny/
Marble Harbor Investment Counsel, LLC
Dagco, Inc.
Stapp Wealth Management, Pllc
M&r Capital Management Inc
Solstein Capital, LLC
Spinnaker Trust
SkyView Investment Advisors, LLC
Headlands Technologies LLC
Legacy Financial Strategies, LLC
Baron Financial Group, LLC
Foster & Motley Inc
Vectors Research Management, LLC
First United Bank Trust/
Standard Family Office LLC
Hartline Investment Corp/
Mcdonald Partners Llc
Sage Financial Group Inc
Live Oak Investment Partners
Daniels&Tansey,LLP
O'Brien Wealth Partners LLC
Financial Connections Group, Inc.
Trust Co Of Oklahoma
New York Life Investment Management Llc
Sageworth Trust Co of South Dakota
Verity Asset Management, Inc.
Dana Investment Advisors, Inc.
Better Money Decisions, LLC
Y-Intercept (Hong Kong) Ltd
ICDAX - Delaware Ivy International Value Fund Class A
True North Advisors, LLC
Quent Capital, LLC
Huntington National Bank
CPR Investments Inc.
Price T Rowe Associates Inc /md/
FinTrust Capital Advisors, LLC
Klaas Financial Asset Advisors, LLC
Capstone Wealth Management Group, Llc
Legacy Capital Wealth Partners, LLC
Mill Creek Capital Advisors, LLC
Single Point Partners, LLC
Connective Portfolio Management, LLC
Vance Wealth, Inc.
OneAscent Wealth Management LLC
Madison Asset Management, LLC
Annex Advisory Services, LLC
Weatherly Asset Management L. P.
Affinia Financial Group, Llc
Albion Financial Group /ut
DEGIX - Delaware International Value Equity Fund Class A
Vestor Capital, Llc
Cowa, Llc
Arcadia Investment Management Corp/mi
Laidlaw Wealth Management LLC
Asset Management Advisors, LLC
Cadence Bank Na
Tower Bridge Advisors
Lutz Financial Services LLC
Stone Asset Management Inc.
Lee Financial Co
Winthrop Advisory Group LLC
XML Financial, LLC
Kalos Management, Inc.
Paladin Advisory Group, LLC
Seelaus Asset Management LLC
Bridgewater Associates, LP
EWG Elevate Inc.
JustInvest LLC
Win Advisors, Inc
Acute Investment Advisory, Llc
Westshore Wealth, LLC
Retirement Financial Solutions, Llc
Axim Planning & Wealth
Peterson Wealth Services
Brevan Howard Capital Management LP
Octavia Wealth Advisors, LLC
Affiance Financial, LLC
Capital Wealth Management, Llc
Jennison Associates Llc
UBS Group AG
Capital Asset Advisory Services LLC
Ratio Wealth Group
Name Current Shares Current PPS Previous Shares Previous PPS
Orion Portfolio Solutions, LLC 1,931,664 4.82 1,919,822 45.17
EisnerAmper Wealth Management Corporate Benefits, LLC 352,032 0.05 365,863 0.05
Transamerica Financial Advisors, Inc. 347,719 0.05 346,805 0.05
AllSquare Wealth Management LLC 240,585 45.07 241,940 45.17
Laurel Wealth Planning LLC 93,322 0.04 82,267 0.05
Beacon Financial Group 68,792 0.04 68,613 0.04
Boston Family Office Llc 62,579 0.05 57,326 0.05
Legend Financial Advisors, Inc. 96 41.67 553 45.21
Name Current Shares Current PPS Previous Shares Previous PPS
Sei Investments Co 30,017,024 46.18 30,406,502 45.17
Vanguard Group Inc 16,386,223 46.18 16,020,331 45.17
Advisor Group Holdings, Inc. 10,905,827 46.17 12,117,305 45.18
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 9,326,936 46.18 9,467,955 45.17
Pnc Financial Services Group, Inc. 8,051,554 46.18 8,200,847 45.17
SCS Capital Management LLC 7,120,244 46.18 6,954,196 45.17
Citigroup Inc 6,898,539 46.18 6,414,561 45.17
M&t Bank Corp 6,767,310 46.18 7,002,635 45.17
Victory Capital Management Inc 6,049,749 46.18 5,500,150 45.17
Manufacturers Life Insurance Company, The 6,046,616 46.18 5,544,467 45.17
Modera Wealth Management, LLC 5,807,059 46.18 851,168 45.17
Linscomb & Williams, Inc. 4,022,460 46.18 4,127,840 45.17
Fifth Third Bancorp 3,751,901 46.18 3,868,093 45.17
JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 3,243,693 46.18 3,265,945 45.17
Johnson Financial Group, LLC 2,338,329 46.18 2,246,757 45.17
Agf Management Ltd 1,822,849 46.18 1,887,955 45.17
Bricktown Capital, LLC 1,696,324 46.18 2,373,960 45.17
Rebalance, Llc 1,497,280 46.18 1,633,589 45.17
Pure Financial Advisors, Inc. 1,380,835 46.18 1,415,246 45.17
Connable Office Inc 1,115,890 46.18 1,140,159 45.17
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Modera Wealth Management, LLC 4,955,891 5,807,059 46.18 851,168 45.17 582.25
Victory Capital Management Inc 549,599 6,049,749 46.18 5,500,150 45.17 9.99
Manufacturers Life Insurance Company, The 502,149 6,046,616 46.18 5,544,467 45.17 9.06
Citigroup Inc 483,978 6,898,539 46.18 6,414,561 45.17 7.54
Fort Point Capital Partners LLC 373,443 540,946 46.18 167,503 45.17 222.95
Vanguard Group Inc 365,892 16,386,223 46.18 16,020,331 45.17 2.28
SCS Capital Management LLC 166,048 7,120,244 46.18 6,954,196 45.17 2.39
Apella Capital, LLC 154,874 742,320 46.18 587,446 41.97 26.36
JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 94,821 340,690 44.63 245,869 44.17 38.57
Johnson Financial Group, LLC 91,572 2,338,329 46.18 2,246,757 45.17 4.08
WNY Asset Management, LLC 73,113 169,301 46.18 96,188 45.17 76.01
Asset Allocation Strategies LLC 71,380 83,406 46.18 12,026 45.15 593.55
ETF Store, Inc. 68,556 216,112 47.52 147,556 45.76 46.46
Delap Wealth Advisory, Llc 64,643 298,364 46.18 233,721 45.17 27.66
OLIO Financial Planning 53,463 542,502 46.18 489,039 45.17 10.93
Dynamic Advisor Solutions LLC 51,175 253,949 46.18 202,774 45.17 25.24
SageView Advisory Group, LLC 49,335 129,209 46.18 79,874 45.17 61.77
JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 49,151 236,639 44.63 187,488 44.17 26.22
McNaughton Wealth Management, LLC 48,240 55,197 46.18 6,957 45.13 693.40
Systelligence, LLC 48,199 117,864 46.18 69,665 45.17 69.19
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Advisor Group Holdings, Inc. 1,211,478 10,905,827 46.17 12,117,305 45.18 -10.00
Bricktown Capital, LLC 677,636 1,696,324 46.18 2,373,960 45.17 -28.54
Sei Investments Co 389,478 30,017,024 46.18 30,406,502 45.17 -1.28
M&t Bank Corp 235,325 6,767,310 46.18 7,002,635 45.17 -3.36
Pnc Financial Services Group, Inc. 149,293 8,051,554 46.18 8,200,847 45.17 -1.82
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 141,019 9,326,936 46.18 9,467,955 45.17 -1.49
Rebalance, Llc 136,309 1,497,280 46.18 1,633,589 45.17 -8.34
Fifth Third Bancorp 116,192 3,751,901 46.18 3,868,093 45.17 -3.00
Linscomb & Williams, Inc. 105,380 4,022,460 46.18 4,127,840 45.17 -2.55
Ziegler Capital Management, LLC 79,930 286,148 46.18 366,078 45.17 -21.83
Agf Management Ltd 65,106 1,822,849 46.18 1,887,955 45.17 -3.45
Full Sail Capital, LLC 58,616 635,206 46.18 693,822 45.17 -8.45
Emerald Investment Partners, Llc 57,678 77,797 46.18 135,475 45.17 -42.57
Td Asset Management Inc 57,652 344,432 46.18 402,084 45.17 -14.34
RSEE - Rareview Systematic Equity ETF 34,898 129,149 46.18 164,047 45.17 -21.27
Pure Financial Advisors, Inc. 34,411 1,380,835 46.18 1,415,246 45.17 -2.43
Leeward Financial Partners, LLC 34,240 100,699 46.18 134,939 45.17 -25.37
Cordant, Inc. 27,465 502,330 46.18 529,795 45.17 -5.18
Proequities, Inc. 27,136 633,165 46.18 660,301 45.17 -4.11
Connable Office Inc 24,269 1,115,890 46.18 1,140,159 45.17 -2.13
Name Current Puts
UBS Group AG 0
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Paladin Advisory Group, LLC 0
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Past Week Analysis

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Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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