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 713 14.00 13.23 13.40
Previous Quarter 762 16.00 16.08 16.12

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 27 137 549 14 185 265
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 1 1 1 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 2 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 2 0 133 0 38 61
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 72,607,376 0.00 0.00 51,090,837 0.00 0.00
Previous Quarter 36,204,830 0.00 0.00 51,160,180 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
BlackRock Inc. 36,877,016
BlackRock Inc. 35,703,935 13.23
VANGUARD GROUP INC 26,118,112
Vanguard Group Inc 25,748,640 13.23
WELLINGTON MANAGEMENT GROUP LLP 20,914,879
Wellington Management Group Llp 20,222,921 13.23
IJR - iShares Core S&P Small-Cap ETF 15,900,666 13.23
Goldman Sachs Group Inc 8,950,943 13.23
Macquarie Group Ltd 8,797,166 13.23
State Street Corp 7,925,596 13.23
SMCWX - SMALLCAP WORLD FUND INC Class A 6,830,000 13.23
Capital World Investors 6,830,000 13.23
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 6,724,388 13.23
NAESX - Vanguard Small-Cap Index Fund Investor Shares 5,738,557 13.23
VEXPX - VANGUARD EXPLORER FUND Investor Shares 5,550,949 14.34
IWM - iShares Russell 2000 ETF 5,203,952 13.23
Schroder Investment Management Group 4,897,035 13.23
Westwood Holdings Group Inc 4,638,571 13.23
Ameriprise Financial Inc 4,328,407 13.12
Dimensional Fund Advisors Lp 4,167,706 13.23

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
BlackRock Inc. 36,175,652 16.08
Vanguard Group Inc 25,882,839 16.08
Wellington Management Group Llp 21,420,992 16.08
IJR - iShares Core S&P Small-Cap ETF 16,456,216 16.08
Goldman Sachs Group Inc 10,522,964 16.08
Macquarie Group Ltd 8,640,271 16.08
State Street Corp 8,030,325 16.08
SMCWX - SMALLCAP WORLD FUND INC Class A 7,325,009 16.08
Capital World Investors 6,830,000 16.08
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 6,723,555 16.08
NAESX - Vanguard Small-Cap Index Fund Investor Shares 5,763,635 16.08
VEXPX - VANGUARD EXPLORER FUND Investor Shares 5,295,361 16.46
IWM - iShares Russell 2000 ETF 5,283,154 16.08
Schroder Investment Management Group 5,249,461 16.08
Westwood Holdings Group Inc 4,574,959 16.08
Ameriprise Financial Inc 4,209,331 15.63
Geode Capital Management, Llc 4,106,090 16.08
Dimensional Fund Advisors Lp 3,951,960 16.08
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 3,774,632 16.08
DEVLX - Delaware Small Cap Value Fund Class A 3,533,000 16.40

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 26,118,112
WELLINGTON MANAGEMENT GROUP LLP 20,914,879
Marshall Wace, Llp 1,237,172 13.23
TCMSX - Voya Small Cap Growth Fund Class I 480,492 14.47
IVCSX - Voya Small Company Portfolio Class I 196,543 13.23
DFSCX - U.s. Micro Cap Portfolio - Institutional Class 91,808 14.35
CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 72,972 14.47
Mirae Asset Global Investments Co., Ltd. 67,632 13.23
RYLD - Global X Russell 2000 Covered Call ETF 65,275 14.34
JMEE - JPMorgan Market Expansion Enhanced Equity ETF 62,998 13.22
Atom Investors LP 58,604 13.22
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 38,366 13.24
BOGIX - Bogle Investment Management Small Cap Growth Fund 30,800 14.48
United Services Automobile Association 24,606 13.25
MQS Management LLC 22,047 13.24
Aqr Capital Management Llc 17,477 13.22
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 15,093 14.31
Two Sigma Securities, Llc 12,242 13.23
Pathstone Family Office, Llc 11,443 13.20
JustInvest LLC 10,550 13.27
Name Shares PPS
RSEGX - Victory RS Small Cap Growth Fund Class A 1,680,100 15.74
WHGSX - Westwood Smallcap Fund Institutional Class Shares 1,465,341 15.40
Marshall Wace, Llp 1,372,552 16.08
Marshall Wace North America L.P. 978,129 15.74
Tygh Capital Management, Inc. 694,849 17.62
Capital Research Global Investors 495,009 16.08
WHGMX - Westwood Smidcap Fund Institutional Class Shares 319,804 15.40
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 284,490 15.74
SEVAX - Guggenheim SMid Cap Value Fund A 282,669 15.74
Citadel Advisors Llc 272,611 16.08
PFDAX - Pacific Funds Small/Mid-Cap Class A 186,476 15.74
Boardman Bay Capital Management Llc 165,000 17.62
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 159,890 15.74
First Trust Advisors Lp 142,882 16.08
Pinz Capital Management, LP 132,549 16.08
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 121,514 15.74
Jane Street Group, Llc 84,852 16.08
Bnp Paribas Arbitrage, Sa 84,404 16.08
Bnp Paribas Arbitrage, Sa 84,404 16.08
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 79,450 15.75
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 65,740 17.61
MSGIX - BMO Small-Cap Growth Fund Class I 63,024 14.80
Bayesian Capital Management, LP 54,600 16.08
Ardsley Advisory Partners Lp 45,000 16.09
SVTAX - Simt Global Managed Volatility Fund Class F 41,735 15.74
MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 41,040 15.40
SUNAMERICA SERIES TRUST - SA Columbia Technology Portfolio Class 1 31,300 15.40
Graham Capital Management, L.P. 28,281 16.05
RZG - Invesco S&P SmallCap 600 Pure Growth ETF 26,264 15.38
Paloma Partners Management Co 24,767 16.07
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 24,430 15.76
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 23,833 14.81
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 22,862 15.75
Two Sigma Advisers, Lp 20,100 16.07
Sciencast Management LP 17,066 15.06
Winton Capital Group Ltd 17,036 16.08
Redwood Investment Management, Llc 16,223 16.09
Jump Financial, LLC 16,200 16.05
REUYX - Sustainable Equity Fund Class Y 15,456 16.43
Simplex Trading, Llc 13,900 16.04
Exane Derivatives 12,976 16.11
GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 12,867 15.39
Mariner, LLC 12,439 16.08
Natixis 12,097 16.12
Kovack Advisors, Inc. 11,825 16.07
O'shaughnessy Asset Management, Llc 10,573 16.08
Man Group plc 10,557 16.10
Pinnacle Wealth Planning Services, Inc. 10,265 16.07
LVSMX - SGI U.S. Small Cap Equity Fund Class A Shares 7,200 14.86
Wolverine Asset Management Llc 3,789 15.84
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 2,924 15.73
SSUAX - Guggenheim Small Cap Value Fund A 2,380 15.55
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 2,051 15.60
RYWAX - S&P SmallCap 600 Pure Growth Fund Class H 1,433 16.05
DTSGX - Small Company Growth Portfolio Investment Class 1,240 16.13
GONIX - Gotham Neutral Fund Institutional Class 1,212 17.33
Berman Capital Advisors, LLC 1,168 15.41
Elequin Capital Lp 745 16.11
Sonora Investment Management, LLC 700 15.71
GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 545 14.68
Gemmer Asset Management LLC 456 15.35
IFP Advisors, Inc 249 12.05
Tradewinds Capital Management, LLC 238 16.81
Massmutual Trust Co Fsb/adv 197
FTDS - First Trust Total US Market AlphaDEX ETF 135 14.81
Cordant, Inc. 70 14.29
Prospera Financial Services Inc 69 14.49
Tarbox Family Office, Inc. 66 15.15
Wealth Quarterback LLC 52
Castle Financial & Retirement Planning Associates, Inc. 37 27.03
Carroll Financial Associates, Inc. 20
Laurel Wealth Advisors LLC 12
Umb Bank N A/mo 8
Kayne Anderson Rudnick Investment Management Llc
Edmond De Rothschild Holding S.a.
Valley National Advisers Inc
Macroview Investment Management Llc
Advisor Resource Council
Wolverine Trading, Llc
Advisory Services Network, LLC
Campbell & CO Investment Adviser LLC
Walled Lake Planning & Wealth Management, Llc
AMP Capital Investors Ltd
Alpha Paradigm Partners, LLC
Global Trust Asset Management, LLC
Masso Torrence Wealth Management Inc.
Allstate Corp
Meridian Wealth Partners, LLC
Voloridge Investment Management, Llc
Norges Bank
Eaton Vance Management
Old North State Trust, LLC
Twinbeech Capital Lp
Clean Yield Group
Quadrature Capital Ltd
Quantbot Technologies LP
Arrowstreet Capital, Limited Partnership
FORA Capital, LLC
William Blair Investment Management, Llc
Hartland & Co., LLC
Jacobs Levy Equity Management, Inc
Fulcrum Asset Management LLP
Qtron Investments LLC
RPG Investment Advisory, LLC
CWM Advisors, LLC
CVSIX - Calamos Market Neutral Income Fund Class A
Federated Hermes, Inc.
Quantitative Investment Management, LLC
Teza Capital Management LLC
Kowal Investment Group, LLC
Koshinski Asset Management, Inc.
Bessemer Group Inc
Firestone Capital Management
Gyon Technologies Capital Management, LP
Thompson Davis & Co., Inc.
New England Research & Management, Inc.
Cutler Group LP
Asset Management One Co., Ltd.
XTX Topco Ltd
Toronto Dominion Bank
DeepCurrents Investment Group LLC
AO Asset Management, LLC
Blueshift Asset Management, LLC
Gsa Capital Partners Llp
Two Sigma Investments, Lp
NEXT Financial Group, Inc
Signet Financial Management, Llc
Prudential Plc
Leverty Financial Group, LLC
Manteio Capital LLC
Neo Ivy Capital Management
Gotham Asset Management, LLC
Larson Financial Group LLC
Pacitti Group Inc.
Counterpoint Mutual Funds LLC
Sageworth Trust Co
Centiva Capital, LP
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 36,877,016 36,175,652 16.08
Vanguard Group Inc 25,748,640 13.23 25,882,839 16.08
Wellington Management Group Llp 20,222,921 13.23 21,420,992 16.08
IJR - iShares Core S&P Small-Cap ETF 15,900,666 13.23 16,456,216 16.08
Goldman Sachs Group Inc 8,950,943 13.23 10,522,964 16.08
Macquarie Group Ltd 8,797,166 13.23 8,640,271 16.08
State Street Corp 7,925,596 13.23 8,030,325 16.08
SMCWX - SMALLCAP WORLD FUND INC Class A 6,830,000 13.23 7,325,009 16.08
Capital World Investors 6,830,000 13.23 6,830,000 16.08
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 6,724,388 13.23 6,723,555 16.08
NAESX - Vanguard Small-Cap Index Fund Investor Shares 5,738,557 13.23 5,763,635 16.08
VEXPX - VANGUARD EXPLORER FUND Investor Shares 5,550,949 14.34 5,295,361 16.46
IWM - iShares Russell 2000 ETF 5,203,952 13.23 5,283,154 16.08
Schroder Investment Management Group 4,897,035 13.23 5,249,461 16.08
Westwood Holdings Group Inc 4,638,571 13.23 4,574,959 16.08
Ameriprise Financial Inc 4,328,407 13.12 4,209,331 15.63
Dimensional Fund Advisors Lp 4,167,706 13.23 3,951,960 16.08
Geode Capital Management, Llc 4,039,165 13.23 4,106,090 16.08
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 3,796,123 13.23 3,774,632 16.08
GW&K Investment Management, LLC 3,779,680 13.23 381,560 16.08
Name Current Shares Current PPS Previous Shares Previous PPS
Point72 Asset Management, L.P. 733,180 13.23 0
Manatuck Hill Partners, LLC 100,000 13.23 0
Jefferies Group LLC 73,162 11.78 0
SG Americas Securities, LLC 72,609 13.24 0
Cornercap Investment Counsel Inc 70,200 13.23 0
Los Angeles Capital Management Llc 34,528 13.24 0
Summit Global Investments 30,800 13.21 0
Point72 Hong Kong Ltd 20,396 13.24 0
Y-Intercept (Hong Kong) Ltd 15,843 13.26 0
Coldstream Capital Management Inc 12,464 13.24 0
Nomura Holdings Inc 4,863 13.16 0
Truvestments Capital Llc 134 14.93 0
Aspire Private Capital, LLC 50 20.00 59 16.95
CoreCap Advisors, LLC 44 22.73 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
GW&K Investment Management, LLC 3,398,120 3,779,680 13.23 381,560 16.08 890.59
Millennium Management Llc 1,555,765 1,819,734 13.23 263,969 16.08 589.37
Woodline Partners LP 911,940 2,078,776 13.23 1,166,836 16.08 78.15
Morgan Stanley 823,118 2,680,528 13.23 1,857,410 16.08 44.32
Point72 Asset Management, L.P. 733,180 733,180 13.23 0 0.00
BlackRock Inc. 701,364 36,877,016 36,175,652 16.08 1.94
Citadel Advisors Llc 555,199 827,810 13.23 272,611 16.08 203.66
Voya Investment Management Llc 429,587 1,744,746 13.23 1,315,159 16.08 32.66
Tudor Investment Corp Et Al 325,126 371,141 13.23 46,015 16.08 706.57
ExodusPoint Capital Management, LP 310,493 415,319 13.23 104,826 16.08 296.20
Renaissance Technologies Llc 279,900 627,000 13.23 347,100 16.08 80.64
VEXPX - VANGUARD EXPLORER FUND Investor Shares 255,588 5,550,949 14.34 5,295,361 16.46 4.83
GSMCX - Goldman Sachs Mid Cap Value Fund Institutional 233,905 915,575 14.47 681,670 16.40 34.31
Dimensional Fund Advisors Lp 215,746 4,167,706 13.23 3,951,960 16.08 5.46
IJS - iShares S&P Small-Cap 600 Value ETF 177,865 1,608,267 13.23 1,430,402 16.08 12.43
Macquarie Group Ltd 156,895 8,797,166 13.23 8,640,271 16.08 1.82
D. E. Shaw & Co., Inc. 144,612 416,997 13.23 272,385 16.08 53.09
VITAX - Vanguard Information Technology Index Fund Admiral Shares 132,234 1,193,770 14.47 1,061,536 16.40 12.46
Ameriprise Financial Inc 119,076 4,328,407 13.12 4,209,331 15.63 2.83
GTEK - Goldman Sachs Future Tech Leaders Equity ETF 116,547 422,687 14.47 306,140 16.40 38.07
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Goldman Sachs Group Inc 1,572,021 8,950,943 13.23 10,522,964 16.08 -14.94
Wellington Management Group Llp 1,198,071 20,222,921 13.23 21,420,992 16.08 -5.59
IJR - iShares Core S&P Small-Cap ETF 555,550 15,900,666 13.23 16,456,216 16.08 -3.38
SMCWX - SMALLCAP WORLD FUND INC Class A 495,009 6,830,000 13.23 7,325,009 16.08 -6.76
Schroder Investment Management Group 352,426 4,897,035 13.23 5,249,461 16.08 -6.71
FSGRX - Franklin Small Cap Growth Fund Class A 266,000 1,730,300 14.34 1,996,300 16.46 -13.32
IGN - iShares North American Tech-Multimedia Networking ETF 204,675 313,136 13.23 517,811 16.08 -39.53
Bank Of America Corp /de/ 190,000 682,274 13.23 872,274 16.08 -21.78
Invesco Ltd. 180,634 1,540,662 13.23 1,721,296 16.08 -10.49
Adage Capital Partners Gp, L.l.c. 175,000 2,121,250 13.23 2,296,250 16.08 -7.62
Wells Fargo & Company/mn 163,067 38,523 13.24 201,590 16.08 -80.89
Hrt Financial Lp 157,501 80,153 13.22 237,654 16.08 -66.27
Vanguard Group Inc 134,199 25,748,640 13.23 25,882,839 16.08 -0.52
Schonfeld Strategic Advisors LLC 132,542 10,337 13.25 142,879 16.08 -92.77
Principal Financial Group Inc 127,935 1,429,350 13.23 1,557,285 16.08 -8.22
Bank of New York Mellon Corp 119,718 2,376,748 13.23 2,496,466 16.08 -4.80
FSMAX - Fidelity Extended Market Index Fund 116,219 1,154,519 14.47 1,270,738 16.40 -9.15
XSLV - Invesco S&P SmallCap Low Volatility ETF 112,464 396,059 14.47 508,523 16.40 -22.12
WHGAX - Westwood Quality SmallCap Fund A Class Shares 111,278 1,354,063 14.34 1,465,341 16.46 -7.59
Westerly Capital Management, Llc 105,000 100,000 13.23 205,000 16.08 -51.22
Name Current Puts
PEAK6 Investments LLC 13,700
Name Current Calls
Walleye Trading LLC 16,900
Name
FTLS - First Trust Long/Short Equity ETF
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Simplex Trading, Llc 12,100 1,800 13,900 -87.05
Group One Trading, L.p. 7,200 100 7,300 -98.63
Name

Past Week Analysis

Name Shares PPS
JMEE - JPMorgan Market Expansion Enhanced Equity ETF 62,998 13.22
BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 2,117 13.23
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
IJR - iShares Core S&P Small-Cap ETF 15,900,666 13.23 16,456,216 16.08
SMCWX - SMALLCAP WORLD FUND INC Class A 6,830,000 13.23 7,325,009 16.08
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 6,724,388 13.23 6,723,555 16.08
NAESX - Vanguard Small-Cap Index Fund Investor Shares 5,738,557 13.23 5,763,635 16.08
IWM - iShares Russell 2000 ETF 5,203,952 13.23 5,283,154 16.08
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 3,796,123 13.23 3,774,632 16.08
VEXMX - Vanguard Extended Market Index Fund Investor Shares 3,043,248 13.23 3,011,819 16.08
WSGRX - Ivy Small Cap Growth Fund Class R 2,671,467 13.23 2,669,600 16.08
VTMSX - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 2,191,508 13.23 2,191,508 16.08
IWO - iShares Russell 2000 Growth ETF 1,780,662 13.23 1,700,695 16.08
IJT - iShares S&P Small-Cap 600 Growth ETF 1,656,402 13.23 1,660,296 16.08
IJS - iShares S&P Small-Cap 600 Value ETF 1,608,267 13.23 1,430,402 16.08
SPSM - SPDR(R) Portfolio Small Cap ETF 1,051,902 13.23 1,038,802 16.08
SLYV - SPDR(R) S & P 600 Small Cap Value ETF 715,376 13.23 723,307 16.08
SLYG - SPDR(R) S & P 600 Small Cap Growth ETF 701,573 13.23 675,636 16.08
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 610,817 13.23 624,749 16.08
SLY - SPDR(R) S & P 600 Small Cap ETF 420,517 13.23 424,099 16.08
LSSCX - Loomis Sayles Small Cap Value Fund Institutional Class 353,290 13.23 353,290 16.08
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 351,648 13.23 343,982 16.08
JDSCX - JPMorgan Small Cap Blend Fund Class I 330,000 13.23 270,000 16.08
FIVG - Defiance Next Gen Connectivity ETF 322,120 13.23 389,683 16.08
IGN - iShares North American Tech-Multimedia Networking ETF 313,136 13.23 517,811 16.08
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 294,317 13.23 305,878 16.08
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 281,100 13.23 284,500 16.08
ITOT - iShares Core S&P Total U.S. Stock Market ETF 243,861 13.23 223,036 16.08
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 223,835 13.23 187,247 16.08
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 222,083 13.23 195,543 16.08
MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 212,270 13.23 186,620 16.08
MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 194,805 13.23 187,696 16.08
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 192,881 13.23 192,881 16.08
TPLNX - Timothy Small-Cap Value Fund Class A 184,828 13.23 184,828 16.08
VBINX - Vanguard Balanced Index Fund Investor Shares 172,273 13.23 186,473 16.08
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 170,785 13.23 179,412 16.08
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 154,103 13.23 154,103 16.08
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 137,066 13.23 141,267 16.08
QCEQRX - Equity Index Account Class R1 136,006 13.23 136,006 16.08
MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 134,483 13.23 140,614 16.08
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 133,600 13.23 133,600 16.08
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 132,200 13.23 132,200 16.08
XTL - SPDR(R) S&P(R) Telecom ETF 124,594 13.23 124,992 16.08
NSIDX - Northern Small Cap Index Fund 121,132 13.23 127,555 16.08
ASQIX - Small Company Fund Investor Class 113,356 13.23 118,500 16.08
SLLAX - SIMT Small Cap Fund Class F 105,068 13.23 105,068 16.08
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 102,867 13.23 114,330 16.08
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 101,834 13.23 78,074 16.07
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 99,800 13.23 99,800 16.08
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 87,947 13.24 97,672 16.08
SPWIX - Simt Small Cap Growth Fund Class I 82,976 13.23 75,585 16.07
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 81,387 13.23 86,137 16.08
IGM - iShares Expanded Tech Sector ETF 79,068 13.23 80,925 16.08
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 77,528 13.23 77,528 16.08
TVOAX - TOUCHSTONE SMALL CAP VALUE FUND Class A 77,339 13.23 78,016 16.07
Nuveen S&p 500 Buywrite Income Fund 74,070 13.23 74,070 16.08
QCSTRX - Stock Account Class R1 68,947 13.23 80,034 16.08
IWV - iShares Russell 3000 ETF 64,198 13.22 64,408 16.08
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 63,225 13.22 66,066 16.07
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 56,744 13.23 58,234 16.07
FECGX - Fidelity Small Cap Growth Index Fund 54,667 13.23 51,838 16.09
EZM - WisdomTree U.S. MidCap Fund N/A 53,764 13.22 55,447 16.09
JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 53,027 13.24 47,587 16.08
SSMHX - State Street Small/mid Cap Equity Index Portfolio 52,658 13.24 52,058 16.08
JESIX - Small Cap Index Trust NAV 46,436 13.22 49,054 16.08
MMSCX - Praxis Small Cap Index Fund Class A 44,640 13.24 44,640 16.08
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 40,274 13.23 40,274 16.09
RSVIX - RBC Small Cap Value Fund Class I 38,760 13.24 37,900 16.07
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 38,293 13.24 38,573 16.07
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 38,120 13.22 38,525 16.07
PEXMX - T. Rowe Price Extended Equity Market Index Fund 35,800 13.24 35,800 16.09
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 35,234 13.23 35,234 16.09
SPTM - SPDR(R) Portfolio Total Stock Market ETF 34,035 13.22 33,870 16.09
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 33,650 13.22 33,650 16.08
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 33,040 13.23 33,879 16.09
SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF 32,148 13.22 39,553 16.08
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 32,005 13.22 32,005 16.09
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 30,989 13.23 31,300 16.07
BBGSX - Bridge Builder Small/Mid Cap Growth Fund 30,115 13.22 28,540 16.08
USMIX - Extended Market Index Fund 27,204 13.23 27,603 16.09
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 26,425 13.25 27,127 16.07
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 21,933 13.22 21,933 16.09
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 21,651 13.21 21,651 16.07
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 19,550 13.25 19,550 16.06
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 16,698 13.24 16,698 16.11
PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 16,509 13.20 11,889 16.07
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 13,403 13.21 10,579 16.07
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 13,058 13.25 12,842 16.04
PFEAX - Pacific Funds Small-Cap Value Class A 10,715 13.25 9,261 16.09
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 10,123 13.24 11,021 16.06
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 10,110 13.25 6,425 16.03
PFKAX - Pacific Funds Small-Cap Class A 9,991 13.21 12,910 16.11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 9,904 13.23 9,904 16.05
QWVOX - Clearwater Small Companies Fund 9,526 13.23 12,726 16.11
TRZIX - T. Rowe Price Small-Cap Index Fund 8,715 13.20 8,106 16.04
PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 7,957 13.20 7,957 16.09
XJR - iShares ESG Screened S&P Small-Cap ETF 7,860 13.23 6,013 16.13
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 7,253 13.24 7,253 16.13
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6,776 13.28 6,827 16.11
PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 5,849 13.16 5,849 16.07
Profunds - Profund Vp Small-cap Growth 5,182 13.32 6,120 16.01
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 5,077 13.20 7,148 16.09
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 4,605 13.25 9,805 16.11
SAOAX - Guggenheim Alpha Opportunity Fund A 4,301 13.25 11,288 16.12
Nuveen S&p 500 Dynamic Overwrite Fund 4,298 13.26 4,298 16.05
TLSTX - Stock Index Fund 4,189 13.13 4,189 15.99
JETSX - Total Stock Market Index Trust NAV 4,120 13.35 4,348 16.10
Profunds - Profund Vp Telecommunications 4,119 13.11 4,003 15.99
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 4,098 13.18 4,098 16.11
Profunds - Profund Vp Small-cap Value 3,942 13.19 5,147 16.13
NCGFX - New Covenant Growth Fund 3,355 13.11 3,355 16.10
RYSRX - Guggenheim Long Short Equity Fund Class P 3,318 13.26 4,951 16.16
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 3,274 13.13 3,896 16.17
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 3,204 13.11 1,500 16.00
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 3,019 13.25 2,991 16.05
GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 2,605 13.05 2,605 16.12
FARYX - Fulcrum Diversified Absolute Return Fund Super Institutional Class 1,963 13.25 3,080 16.23
RYDEX VARIABLE TRUST - Telecommunications Fund Variable Annuity 1,814 13.23 1,801 16.10
RYRRX - Russell 2000 Fund Class A 1,611 13.04 1,600 16.25
RYMIX - Telecommunications Fund Investor Class 1,283 13.25 1,132 15.90
PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 1,160 12.93 1,160 16.38
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 1,016 12.80 1,206 15.75
PIBAX - PGIM BALANCED FUND Class A 1,000 13.00 4,700 16.17
VLU - SPDR S&P 1500 Value Tilt ETF 991 13.12 1,081 15.73
ESIX - SPDR S&P SmallCap 600 ESG ETF 937 12.81 1,008 15.87
Profunds - Profund Vp Ultrasmall-cap 827 13.30 1,157 16.42
Profunds - Profund Vp Small-cap 699 12.88 726 16.53
Profunds - Profund Vp Technology 658 13.68 630 15.87
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 600 13.33 600 16.67
HCCEX - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 564 12.41 423 16.55
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 525 13.33 1,399 15.73
RYMKX - Russell 2000 1.5x Strategy Fund Class H 488 12.30 574 15.68
AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 470 12.77 2,483 16.11
MMTM - SPDR S&P 1500 Momentum Tilt ETF 225 13.33 237 16.88
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 154 12.99 165 18.18
VQNPX - Vanguard Growth and Income Fund Investor Shares 100 10.00 100 20.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
IJS - iShares S&P Small-Cap 600 Value ETF 177,865 1,608,267 13.23 1,430,402 16.08 12.43
IWO - iShares Russell 2000 Growth ETF 79,967 1,780,662 13.23 1,700,695 16.08 4.70
JDSCX - JPMorgan Small Cap Blend Fund Class I 60,000 330,000 13.23 270,000 16.08 22.22
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 36,588 223,835 13.23 187,247 16.08 19.54
VEXMX - Vanguard Extended Market Index Fund Investor Shares 31,429 3,043,248 13.23 3,011,819 16.08 1.04
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 26,540 222,083 13.23 195,543 16.08 13.57
SLYG - SPDR(R) S & P 600 Small Cap Growth ETF 25,937 701,573 13.23 675,636 16.08 3.84
MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 25,650 212,270 13.23 186,620 16.08 13.74
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 23,760 101,834 13.23 78,074 16.07 30.43
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 21,491 3,796,123 13.23 3,774,632 16.08 0.57
ITOT - iShares Core S&P Total U.S. Stock Market ETF 20,825 243,861 13.23 223,036 16.08 9.34
SPSM - SPDR(R) Portfolio Small Cap ETF 13,100 1,051,902 13.23 1,038,802 16.08 1.26
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 7,666 351,648 13.23 343,982 16.08 2.23
SPWIX - Simt Small Cap Growth Fund Class I 7,391 82,976 13.23 75,585 16.07 9.78
MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 7,109 194,805 13.23 187,696 16.08 3.79
JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 5,440 53,027 13.24 47,587 16.08 11.43
PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 4,620 16,509 13.20 11,889 16.07 38.86
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 3,685 10,110 13.25 6,425 16.03 57.35
FECGX - Fidelity Small Cap Growth Index Fund 2,829 54,667 13.23 51,838 16.09 5.46
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 2,824 13,403 13.21 10,579 16.07 26.69
WSGRX - Ivy Small Cap Growth Fund Class R 1,867 2,671,467 13.23 2,669,600 16.08 0.07
XJR - iShares ESG Screened S&P Small-Cap ETF 1,847 7,860 13.23 6,013 16.13 30.72
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 1,704 3,204 13.11 1,500 16.00 113.60
BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1,575 30,115 13.22 28,540 16.08 5.52
PFEAX - Pacific Funds Small-Cap Value Class A 1,454 10,715 13.25 9,261 16.09 15.70
RSVIX - RBC Small Cap Value Fund Class I 860 38,760 13.24 37,900 16.07 2.27
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 833 6,724,388 13.23 6,723,555 16.08 0.01
TRZIX - T. Rowe Price Small-Cap Index Fund 609 8,715 13.20 8,106 16.04 7.51
SSMHX - State Street Small/mid Cap Equity Index Portfolio 600 52,658 13.24 52,058 16.08 1.15
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 216 13,058 13.25 12,842 16.04 1.68
SPTM - SPDR(R) Portfolio Total Stock Market ETF 165 34,035 13.22 33,870 16.09 0.49
RYMIX - Telecommunications Fund Investor Class 151 1,283 13.25 1,132 15.90 13.34
HCCEX - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 141 564 12.41 423 16.55 33.33
Profunds - Profund Vp Telecommunications 116 4,119 13.11 4,003 15.99 2.90
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 28 3,019 13.25 2,991 16.05 0.94
Profunds - Profund Vp Technology 28 658 13.68 630 15.87 4.44
RYDEX VARIABLE TRUST - Telecommunications Fund Variable Annuity 13 1,814 13.23 1,801 16.10 0.72
RYRRX - Russell 2000 Fund Class A 11 1,611 13.04 1,600 16.25 0.69
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
IJR - iShares Core S&P Small-Cap ETF 555,550 15,900,666 13.23 16,456,216 16.08 -3.38
SMCWX - SMALLCAP WORLD FUND INC Class A 495,009 6,830,000 13.23 7,325,009 16.08 -6.76
IGN - iShares North American Tech-Multimedia Networking ETF 204,675 313,136 13.23 517,811 16.08 -39.53
IWM - iShares Russell 2000 ETF 79,202 5,203,952 13.23 5,283,154 16.08 -1.50
FIVG - Defiance Next Gen Connectivity ETF 67,563 322,120 13.23 389,683 16.08 -17.34
NAESX - Vanguard Small-Cap Index Fund Investor Shares 25,078 5,738,557 13.23 5,763,635 16.08 -0.44
VBINX - Vanguard Balanced Index Fund Investor Shares 14,200 172,273 13.23 186,473 16.08 -7.62
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 13,932 610,817 13.23 624,749 16.08 -2.23
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 11,561 294,317 13.23 305,878 16.08 -3.78
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 11,463 102,867 13.23 114,330 16.08 -10.03
QCSTRX - Stock Account Class R1 11,087 68,947 13.23 80,034 16.08 -13.85
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 9,725 87,947 13.24 97,672 16.08 -9.96
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 8,627 170,785 13.23 179,412 16.08 -4.81
SLYV - SPDR(R) S & P 600 Small Cap Value ETF 7,931 715,376 13.23 723,307 16.08 -1.10
SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF 7,405 32,148 13.22 39,553 16.08 -18.72
SAOAX - Guggenheim Alpha Opportunity Fund A 6,987 4,301 13.25 11,288 16.12 -61.90
NSIDX - Northern Small Cap Index Fund 6,423 121,132 13.23 127,555 16.08 -5.04
MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 6,131 134,483 13.23 140,614 16.08 -4.36
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 5,200 4,605 13.25 9,805 16.11 -53.03
ASQIX - Small Company Fund Investor Class 5,144 113,356 13.23 118,500 16.08 -4.34
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 4,750 81,387 13.23 86,137 16.08 -5.51
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 4,201 137,066 13.23 141,267 16.08 -2.97
IJT - iShares S&P Small-Cap 600 Growth ETF 3,894 1,656,402 13.23 1,660,296 16.08 -0.23
PIBAX - PGIM BALANCED FUND Class A 3,700 1,000 13.00 4,700 16.17 -78.72
SLY - SPDR(R) S & P 600 Small Cap ETF 3,582 420,517 13.23 424,099 16.08 -0.84
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3,400 281,100 13.23 284,500 16.08 -1.20
QWVOX - Clearwater Small Companies Fund 3,200 9,526 13.23 12,726 16.11 -25.15
PFKAX - Pacific Funds Small-Cap Class A 2,919 9,991 13.21 12,910 16.11 -22.61
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 2,841 63,225 13.22 66,066 16.07 -4.30
JESIX - Small Cap Index Trust NAV 2,618 46,436 13.22 49,054 16.08 -5.34
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 2,071 5,077 13.20 7,148 16.09 -28.97
AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 2,013 470 12.77 2,483 16.11 -81.07
IGM - iShares Expanded Tech Sector ETF 1,857 79,068 13.23 80,925 16.08 -2.29
EZM - WisdomTree U.S. MidCap Fund N/A 1,683 53,764 13.22 55,447 16.09 -3.04
RYSRX - Guggenheim Long Short Equity Fund Class P 1,633 3,318 13.26 4,951 16.16 -32.98
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 1,490 56,744 13.23 58,234 16.07 -2.56
Profunds - Profund Vp Small-cap Value 1,205 3,942 13.19 5,147 16.13 -23.41
FARYX - Fulcrum Diversified Absolute Return Fund Super Institutional Class 1,117 1,963 13.25 3,080 16.23 -36.27
Profunds - Profund Vp Small-cap Growth 938 5,182 13.32 6,120 16.01 -15.33
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 898 10,123 13.24 11,021 16.06 -8.15
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 874 525 13.33 1,399 15.73 -62.47
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 839 33,040 13.23 33,879 16.09 -2.48
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 702 26,425 13.25 27,127 16.07 -2.59
TVOAX - TOUCHSTONE SMALL CAP VALUE FUND Class A 677 77,339 13.23 78,016 16.07 -0.87
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 622 3,274 13.13 3,896 16.17 -15.97
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 405 38,120 13.22 38,525 16.07 -1.05
USMIX - Extended Market Index Fund 399 27,204 13.23 27,603 16.09 -1.45
XTL - SPDR(R) S&P(R) Telecom ETF 398 124,594 13.23 124,992 16.08 -0.32
Profunds - Profund Vp Ultrasmall-cap 330 827 13.30 1,157 16.42 -28.52
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 311 30,989 13.23 31,300 16.07 -0.99
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 280 38,293 13.24 38,573 16.07 -0.73
JETSX - Total Stock Market Index Trust NAV 228 4,120 13.35 4,348 16.10 -5.24
IWV - iShares Russell 3000 ETF 210 64,198 13.22 64,408 16.08 -0.33
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 190 1,016 12.80 1,206 15.75 -15.75
VLU - SPDR S&P 1500 Value Tilt ETF 90 991 13.12 1,081 15.73 -8.33
RYMKX - Russell 2000 1.5x Strategy Fund Class H 86 488 12.30 574 15.68 -14.98
ESIX - SPDR S&P SmallCap 600 ESG ETF 71 937 12.81 1,008 15.87 -7.04
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 51 6,776 13.28 6,827 16.11 -0.75
Profunds - Profund Vp Small-cap 27 699 12.88 726 16.53 -3.72
MMTM - SPDR S&P 1500 Momentum Tilt ETF 12 225 13.33 237 16.88 -5.06
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 11 154 12.99 165 18.18 -6.67
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