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 | 1,481 | 702.00 | 167.35 | 186.38 |
| Previous Quarter | 1,515 | 220.00 | 222.44 | 221.52 |
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 | 88 | 267 | 1100 | 28 | 442 | 462 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 2 | 1 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 5 | 6 | 1 | 3 | 1 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 26 | 0 | 269 | 0 | 67 | 139 |
| 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 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 | 19,417,282 | 0.00 | 0.00 | 20,634,833 | 0.00 | 0.00 |
| Previous Quarter | 10,412,756 | 0.00 | 0.00 | 20,568,958 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Berkshire Hathaway Inc | 12,815,613 | 167.33 |
| Vanguard Group Inc | 10,479,994 | 167.33 |
| VANGUARD GROUP INC | 10,385,992 | |
| BlackRock Inc. | 10,102,520 | |
| BlackRock Inc. | 9,207,037 | 167.33 |
| RENAISSANCE TECHNOLOGIES LLC | 4,149,890 | |
| Ninety One UK Ltd | 4,074,889 | 167.33 |
| Renaissance Technologies Llc | 3,956,890 | 167.33 |
| State Street Corp | 3,824,523 | 167.33 |
| Macquarie Group Ltd | 2,887,105 | 167.33 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 2,743,214 | 167.33 |
| Principal Financial Group Inc | 2,711,260 | 167.33 |
| Price T Rowe Associates Inc /md/ | 2,422,825 | 167.33 |
| Geode Capital Management, Llc | 2,261,866 | 167.18 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 2,143,687 | 167.33 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 2,109,769 | 167.33 |
| PMSBX - MidCap Fund (f/k/a MidCap Blend Fund) R-1 | 1,952,858 | 178.69 |
| ABALX - AMERICAN BALANCED FUND Class A | 1,800,000 | 222.46 |
| Cantillon Capital Management Llc | 1,763,237 | 167.33 |
| Invesco Qqq Trust, Series 1 | 1,582,335 | 167.33 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Berkshire Hathaway Inc | 12,815,613 | 222.46 |
| Vanguard Group Inc | 10,445,949 | 222.46 |
| BlackRock Inc. | 10,364,854 | 222.46 |
| Renaissance Technologies Llc | 4,016,590 | 222.46 |
| State Street Corp | 3,964,613 | 222.46 |
| Capital International Investors | 3,875,516 | 222.46 |
| Ninety One UK Ltd | 3,822,105 | 222.46 |
| Macquarie Group Ltd | 3,379,155 | 222.46 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 2,703,805 | 222.46 |
| Principal Financial Group Inc | 2,694,736 | 222.46 |
| Price T Rowe Associates Inc /md/ | 2,507,376 | 222.46 |
| Geode Capital Management, Llc | 2,211,171 | 222.12 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 2,126,199 | 222.46 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 2,114,460 | 222.46 |
| ABALX - AMERICAN BALANCED FUND Class A | 1,800,000 | 222.46 |
| PMSBX - MidCap Fund (f/k/a MidCap Blend Fund) R-1 | 1,727,819 | 217.18 |
| Cantillon Capital Management Llc | 1,681,163 | 222.46 |
| Invesco Qqq Trust, Series 1 | 1,595,199 | 222.46 |
| Goldman Sachs Group Inc | 1,484,066 | 222.46 |
| First Trust Advisors Lp | 1,298,025 | 222.46 |
| Name | Shares | PPS |
|---|---|---|
| VANGUARD GROUP INC | 10,385,992 | |
| RENAISSANCE TECHNOLOGIES LLC | 4,149,890 | |
| Retirement Systems of Alabama | 77,877 | 167.33 |
| PQNAX - AllianzGI NFJ Mid-Cap Value Fund A | 72,039 | 167.33 |
| BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A | 59,485 | 178.68 |
| AFOIX - Alger Mid Cap Focus Fund Class I | 59,118 | 178.69 |
| Wealth Enhancement Advisory Services, Llc | 53,524 | 178.61 |
| HIMCX - Hartford Midcap Hls Fund Ia | 37,406 | 167.33 |
| Intech Investment Management Llc | 37,047 | 167.33 |
| Discovery Capital Management, Llc / Ct | 37,000 | 167.32 |
| IWP - iShares Russell Mid-Cap Growth ETF | 35,158 | 167.33 |
| Magellan Asset Management Ltd | 33,760 | 167.33 |
| IWF - iShares Russell 1000 Growth ETF | 32,918 | 167.32 |
| CCAFX - Calvert Mid-Cap Fund Class A | 32,524 | 167.32 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio | 29,123 | 167.32 |
| Amalgamated Financial Corp. | 26,072 | 222.46 |
| WUSAX - Wanger USA | 25,914 | 167.32 |
| AGAQX - 361 Global Long/Short Equity Fund Investor Class | 21,757 | 178.70 |
| DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard | 21,107 | 167.34 |
| Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund | 20,423 | 167.31 |
| Name | Shares | PPS |
|---|---|---|
| FDN - First Trust Dow Jones Internet Index Fund | 784,865 | 205.01 |
| BlueSpruce Investments, LP | 407,437 | 222.46 |
| QVG2Q - Growth Portfolio Investor Class | 204,300 | 253.82 |
| PRSCX - T. Rowe Price Science & Technology Fund, Inc. | 175,432 | 205.01 |
| Point72 Asset Management, L.P. | 125,975 | 222.46 |
| Partners Capital Investment Group, Llp | 108,077 | 222.46 |
| Man Group plc | 81,278 | 222.47 |
| FDSVX - Fidelity Growth Discovery Fund | 78,700 | 253.82 |
| Columbus Point Llp | 67,840 | 205.01 |
| Group One Trading, L.p. | 58,700 | 222.45 |
| Two Sigma Investments, Lp | 56,040 | 222.47 |
| Two Sigma Investments, Lp | 56,040 | 222.47 |
| Aaron Wealth Advisors LLC | 55,837 | 4.50 |
| FRSLX - Nuveen Mid Cap Growth Opportunities Fund Class A | 29,130 | 222.66 |
| Voloridge Investment Management, Llc | 27,430 | 222.46 |
| Amalgamated Financial Corp. | 26,072 | 222.46 |
| Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF | 20,221 | 222.69 |
| Optimal Asset Management, Inc. | 18,808 | 205.02 |
| VOOG - Vanguard S&P 500 Growth Index Fund ETF Shares | 17,690 | 213.74 |
| AE Wealth Management LLC | 15,318 | 222.48 |
| Teamwork Financial Advisors, LLC | 15,224 | 222.48 |
| Allstate Corp | 14,562 | 222.43 |
| Mackay Shields Llc | 14,019 | 222.48 |
| Parallax Volatility Advisers, L.P. | 13,500 | 222.44 |
| INPIX - Internet Ultrasector Profund Investor Class | 13,114 | 222.66 |
| FCTR - First Trust Lunt U.S. Factor Rotation ETF | 12,967 | 253.80 |
| Fortem Financial Group, Llc | 12,860 | 222.47 |
| JESTX - Science & Technology Trust NAV | 12,482 | 205.02 |
| SG3 Management, LLC | 12,000 | 222.50 |
| SG3 Management, LLC | 12,000 | 222.50 |
| Natixis Investment Managers International | 11,548 | 222.38 |
| Walleye Trading LLC | 11,300 | 222.48 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio | 9,750 | 205.03 |
| Tudor Investment Corp Et Al | 9,585 | 222.43 |
| FDTOX - Fidelity Advisor Diversified Stock Fund : Class A | 9,209 | 205.02 |
| Pinnacle Wealth Management, LLC | 9,109 | 222.42 |
| PDT Partners, LLC | 8,295 | 222.42 |
| VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class | 7,000 | 253.86 |
| Wolverine Trading, Llc | 6,100 | 222.13 |
| Wolverine Trading, Llc | 6,100 | 222.13 |
| Wolverine Trading, Llc | 6,100 | 222.13 |
| NEXT Financial Group, Inc | 5,883 | 253.78 |
| Paloma Partners Management Co | 5,400 | 222.41 |
| Paloma Partners Management Co | 5,400 | 222.41 |
| WEBL - Direxion Daily Dow Jones Internet Bull 3X Shares | 5,052 | 222.68 |
| Banco Santander, S.A. | 4,879 | 222.38 |
| Marshall Wace, Llp | 4,542 | 222.59 |
| AGF Investments LLC | 4,139 | 222.52 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) | 3,823 | 205.07 |
| O'Shares Investment Advisers, LLC | 3,664 | 222.43 |
| CZMGX - Multi-Manager Growth Strategies Fund Institutional Class | 3,360 | 205.06 |
| First Hawaiian Bank | 2,900 | 222.41 |
| Cumberland Partners Ltd | 2,750 | 222.55 |
| Mount Yale Investment Advisors, LLC | 2,485 | 222.54 |
| Gyroscope Capital Management Group, Llc | 2,383 | 222.41 |
| Nomura Holdings Inc | 2,134 | 225.40 |
| Compagnie Lombard Odier SCmA | 2,000 | 222.50 |
| World Asset Management Inc | 1,954 | 205.22 |
| Jump Financial, LLC | 1,849 | 222.28 |
| Toews Corp /adv | 1,800 | 222.22 |
| Hennion & Walsh Asset Management, Inc. | 1,709 | 222.35 |
| B. Metzler seel. Sohn & Co. Holding AG | 1,695 | 204.72 |
| Pendal Group Ltd | 1,675 | 222.69 |
| Virtu Financial LLC | 1,644 | 222.63 |
| Pinnacle Wealth Planning Services, Inc. | 1,607 | 222.15 |
| HighTower Advisors, LLC | 1,596 | 223.06 |
| IBM Retirement Fund | 1,553 | 222.15 |
| Profunds - Profund Vp Internet | 1,526 | 205.11 |
| Capital International Sarl | 1,419 | 222.69 |
| WTV - WisdomTree U.S. Quality Shareholder Yield Fund N/A | 1,271 | 205.35 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 1,239 | 205.00 |
| AAHYX - Thrivent Diversified Income Plus Fund Class A | 1,200 | 205.00 |
| Seven Eight Capital, Lp | 1,188 | 222.22 |
| Hollencrest Capital Management | 1,150 | 222.61 |
| Kingsview Wealth Management, LLC | 1,130 | 253.98 |
| Lunia Capital Lp | 1,129 | 204.61 |
| Tokio Marine Asset Management Co Ltd | 1,126 | 222.02 |
| Pitcairn Co | 1,105 | 222.62 |
| Campbell & CO Investment Adviser LLC | 1,100 | 222.73 |
| Paradigm Asset Management Co Llc | 1,100 | 222.73 |
| AABFX - Thrivent Balanced Income Plus Fund Class A | 1,079 | 222.43 |
| Cetera Investment Advisers | 1,037 | 222.76 |
| Freestone Capital Holdings, LLC | 1,024 | 222.66 |
| Horizon Investments, LLC | 1,015 | 222.66 |
| Maverick Capital Ltd | 1,012 | 222.33 |
| Pettee Investors, Inc. | 1,000 | 222.00 |
| Manchester Capital Management LLC | 999 | 222.22 |
| Trust Asset Management LLC | 992 | 222.78 |
| Legacy Financial Advisors, Inc. | 982 | 222.00 |
| Bnc Wealth Management, Llc | 970 | 222.68 |
| CRBN - iShares MSCI ACWI Low Carbon Target ETF | 960 | 222.92 |
| Twinbeech Capital Lp | 953 | 222.46 |
| Balasa Dinverno & Foltz Llc | 938 | 222.81 |
| Centiva Capital, LP | 925 | 222.70 |
| Two Sigma Securities, Llc | 900 | 222.22 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 874 | 204.81 |
| GLDNX - Great Lakes Disciplined Equity Fund Institutional Class Shares | 864 | 253.47 |
| COGMX - AXS Market Neutral Fund Investor Class Shares | 847 | 253.84 |
| Berman Capital Advisors, LLC | 688 | 204.94 |
| SAOAX - Guggenheim Alpha Opportunity Fund A | 600 | 205.00 |
| QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF | 525 | 222.86 |
| Clear Street Markets Llc | 493 | 223.12 |
| Contravisory Investment Management, Inc. | 387 | 222.22 |
| HHM Wealth Advisors, LLC | 317 | 223.97 |
| Markston International Llc | 300 | 253.33 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) | 255 | 203.92 |
| APBAX - Active Core Fund Investor | 250 | 240.00 |
| Altshuler Shaham Ltd | 225 | 222.22 |
| Altshuler Shaham Ltd | 225 | 222.22 |
| IFP Advisors, Inc | 211 | 56.87 |
| Prentice Wealth Management LLC | 210 | 204.76 |
| Aquatic Capital Management LLC | 200 | 220.00 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio | 170 | 252.94 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I | 167 | 251.50 |
| ANEW - ProShares MSCI Transformational Changes ETF | 165 | 242.42 |
| DTLVX - Large Company Value Portfolio Investment Class | 140 | 257.14 |
| Riverview Trust Co | 135 | 222.22 |
| Carroll Financial Associates, Inc. | 132 | 250.00 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 | 119 | 218.49 |
| IMWAX - Ivy ProShares MSCI ACWI Index Fund Class A | 101 | 207.92 |
| Reilly Financial Advisors, Llc | 100 | 250.00 |
| CPAEX - Counterpoint Tactical Equity Fund Class A Shares | 98 | 204.08 |
| Tradewinds Capital Management, LLC | 93 | 225.81 |
| Geneos Wealth Management Inc. | 88 | 215.91 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A | 75 | 200.00 |
| CVA Family Office, LLC | 65 | 215.38 |
| GDEPX - Goldman Sachs Defensive Equity Fund Class P Shares | 63 | 253.97 |
| Capital Advisory Group Advisory Services, LLC | 60 | 216.67 |
| TQGEX - T. Rowe Price QM Global Equity Fund | 57 | 245.61 |
| Tarbox Family Office, Inc. | 55 | 218.18 |
| Filbrandt Wealth Management, LLC | 50 | 200.00 |
| Fieldpoint Private Securities, LLC | 40 | 225.00 |
| Tcwp Llc | 16 | 187.50 |
| McCarthy Asset Management, Inc. | 15 | 200.00 |
| QQH - HCM Defender 100 Index ETF | 15 | 266.67 |
| Bellwether Advisors, LLC | 13 | 153.85 |
| Heritage Wealth Advisors | 13 | |
| Cordant, Inc. | 11 | 181.82 |
| Harbor Investment Advisory, Llc | 10 | 200.00 |
| MCF Advisors LLC | 7 | 285.71 |
| Core Alternative Capital | 6 | 166.67 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | 166.67 |
| Koshinski Asset Management, Inc. | 4 | 250.00 |
| Gemmer Asset Management LLC | 3 | |
| Itau Unibanco Holding S.A. | 3 | 333.33 |
| Money Concepts Capital Corp | 1 | |
| GoalVest Advisory LLC | 1 | |
| FMEIX - Fidelity Mid Cap Enhanced Index Fund | ||
| Virtue Capital Management, LLC | ||
| TVMAX - Guggenheim RBP Large-Cap Market Fund Class A | ||
| Arkadios Wealth Advisors | ||
| Neo Ivy Capital Management | ||
| Enterprise Financial Services Corp | ||
| Gsa Capital Partners Llp | ||
| Bellevue Group AG | ||
| Fisher Asset Management, LLC | ||
| JNBA Financial Advisors | ||
| Fox Run Management, L.l.c. | ||
| Meridian Wealth Partners, LLC | ||
| Signet Financial Management, Llc | ||
| Advisory Services Network, LLC | ||
| VMNFX - Vanguard Market Neutral Fund Investor Shares | ||
| Teza Capital Management LLC | ||
| Baader Bank INC | ||
| Norges Bank | ||
| Exchange Traded Concepts, Llc | ||
| Lenox Wealth Advisors, LLC | ||
| JSFBX - John Hancock Seaport Long/Short Fund Class A | ||
| Proequities, Inc. | ||
| D'Orazio & Associates, Inc. | ||
| Cornerstone Advisory, LLC | ||
| Schonfeld Strategic Advisors LLC | ||
| Planning Alternatives Ltd /adv | ||
| Stevens Capital Management Lp | ||
| Salem Investment Counselors Inc | ||
| Alpha Paradigm Partners, LLC | ||
| Dock Street Asset Management Inc | ||
| FAAAX - Franklin K2 Alternative Strategies Fund Class A | ||
| Evolution Wealth Advisors, LLC | ||
| Red Door Wealth Management, LLC | ||
| Weld Capital Management Llc | ||
| Mirabella Financial Services Llp | ||
| CIBC World Markets Inc. | ||
| Old National Bancorp /in/ | ||
| Ontario Teachers Pension Plan Board | ||
| Estabrook Capital Management | ||
| FPURX - Fidelity Puritan Fund | ||
| FLSP - Franklin Liberty Systematic Style Premia ETF | ||
| Stockbridge Partners LLC | ||
| Private Capital Group, LLC | ||
| DWSH - AdvisorShares Dorsey Wright Short ETF | ||
| Sciencast Management LP | ||
| Harvest Investment Services, LLC | ||
| Bridgefront Capital, LLC | ||
| Redwood Investment Management, Llc | ||
| Kovack Advisors, Inc. | ||
| Cassady Schiller Wealth Management, LLC | ||
| Amplius Wealth Advisors, LLC | ||
| Blair William & Co/il | ||
| Liberty Wealth Management Llc | ||
| TVRAX - Guggenheim Directional Allocation Fund Class A | ||
| Snowden Capital Advisors LLC | ||
| KCMTX - AXS Multi-Strategy Alternatives Fund Class R-1 Shares | ||
| QLC - FlexShares US Quality Large Cap Index Fund | ||
| Capula Management Ltd | ||
| Capital Bank & Trust Co | ||
| Laurion Capital Management LP | ||
| Employees Retirement System of Texas | ||
| Moors & Cabot, Inc. | ||
| Beaumont Financial Partners, LLC | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Exos Asset Management LLC | ||
| Quantbot Technologies LP | ||
| Resolute Advisors LLC | ||
| Optiver Holding B.V. | ||
| JRSAX - Janus Henderson U.S. Managed Volatility Fund Class A | ||
| Morningstar Funds Trust - Morningstar Alternatives Fund | ||
| FPKFX - Fidelity Puritan K6 Fund | ||
| First Quadrant L P/ca | ||
| VCSTX - Science & Technology Fund | ||
| Conning Inc. | ||
| IronBridge Private Wealth, LLC | ||
| Arlington Partners LLC | ||
| AXS Investments LLC | ||
| Heritage Investors Management Corp | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Wolff Wiese Magana Llc | ||
| Great Lakes Advisors, Llc | ||
| Standard Family Office LLC | ||
| Counterpoint Mutual Funds LLC | ||
| SOUTH STATE Corp | ||
| Ade, Llc | ||
| Prelude Capital Management, Llc | ||
| First Citizens Bank & Trust Co | ||
| JSF Financial, LLC | ||
| Alphasimplex Group, Llc | ||
| Marshall Wace North America L.P. | ||
| Capital Investment Advisors, LLC | ||
| Pensionfund DSM Netherlands | ||
| Bp Plc | ||
| Confluence Wealth Services, Inc. | ||
| Polar Asset Management Partners Inc. | ||
| John Hancock Funds II - Science & Technology Fund Class NAV | ||
| RiverFront Investment Group, LLC | ||
| Davide Leone & Partners Investment Co Ltd. | ||
| GraniteShares Advisors LLC | ||
| Agf Investments Inc. | ||
| Verus Capital Partners, Llc | ||
| AMOM - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF | ||
| Quantitative Investment Management, LLC | ||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | ||
| O'shaughnessy Asset Management, Llc | ||
| AMP Capital Investors Ltd | ||
| NuWave Investment Management, LLC | ||
| GAOAX - JPMorgan Global Allocation Fund Class A | ||
| Farmers & Merchants Investments Inc | ||
| Banco BTG Pactual S.A. | ||
| Hrt Financial Lp | ||
| Quantamental Technologies LLC | ||
| Wolverine Asset Management Llc | ||
| GFSYX - Strategic Alternatives Fund Institutional | ||
| Duality Advisers, Lp | ||
| Point72 Hong Kong Ltd | ||
| Point72 Hong Kong Ltd | ||
| AQGNX - AQR Global Equity Fund Class N | ||
| Triasima Portfolio Management inc. | ||
| Verition Fund Management LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Berkshire Hathaway Inc | 12,815,613 | 167.33 | 12,815,613 | 222.46 |
| Vanguard Group Inc | 10,479,994 | 167.33 | 10,445,949 | 222.46 |
| BlackRock Inc. | 10,102,520 | 10,364,854 | 222.46 | |
| Ninety One UK Ltd | 4,074,889 | 167.33 | 3,822,105 | 222.46 |
| Renaissance Technologies Llc | 3,956,890 | 167.33 | 4,016,590 | 222.46 |
| State Street Corp | 3,824,523 | 167.33 | 3,964,613 | 222.46 |
| Macquarie Group Ltd | 2,887,105 | 167.33 | 3,379,155 | 222.46 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 2,743,214 | 167.33 | 2,703,805 | 222.46 |
| Principal Financial Group Inc | 2,711,260 | 167.33 | 2,694,736 | 222.46 |
| Price T Rowe Associates Inc /md/ | 2,422,825 | 167.33 | 2,507,376 | 222.46 |
| Geode Capital Management, Llc | 2,261,866 | 167.18 | 2,211,171 | 222.12 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 2,143,687 | 167.33 | 2,126,199 | 222.46 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 2,109,769 | 167.33 | 2,114,460 | 222.46 |
| PMSBX - MidCap Fund (f/k/a MidCap Blend Fund) R-1 | 1,952,858 | 178.69 | 1,727,819 | 217.18 |
| Cantillon Capital Management Llc | 1,763,237 | 167.33 | 1,681,163 | 222.46 |
| Invesco Qqq Trust, Series 1 | 1,582,335 | 167.33 | 1,595,199 | 222.46 |
| Capital International Investors | 1,454,670 | 167.33 | 3,875,516 | 222.46 |
| Goldman Sachs Group Inc | 1,429,492 | 167.33 | 1,484,066 | 222.46 |
| First Trust Advisors Lp | 1,346,341 | 167.33 | 1,298,025 | 222.46 |
| Lazard Asset Management Llc | 1,323,977 | 167.33 | 678,134 | 222.46 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Two Creeks Capital Management, LP | 596,324 | 167.33 | 0 | |
| Nfj Investment Group, Llc | 76,475 | 167.32 | 0 | |
| Twin Tree Management, LP | 67,100 | 167.33 | 0 | |
| Oribel Capital Management, LP | 41,500 | 167.35 | 0 | |
| Squarepoint Ops LLC | 30,800 | 167.34 | 0 | |
| Eqis Capital Management, Inc. | 13,640 | 167327.57 | 14,246 | 222.45 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I | 12,881 | 167.30 | 0 | |
| Boothbay Fund Management, Llc | 9,800 | 167.35 | 0 | |
| Pearl River Capital, LLC | 7,878 | 167.30 | 0 | |
| Ergoteles LLC | 7,444 | 205.00 | 0 | |
| Massmutual Trust Co Fsb/adv | 4,174 | 0.24 | 4,712 | 0.21 |
| Jefferies Group LLC | 3,867 | 114.04 | 0 | |
| FORA Capital, LLC | 3,858 | 0.26 | 0 | |
| Dynamic Technology Lab Private Ltd | 2,481 | 167.27 | 0 | |
| ExodusPoint Capital Management, LP | 2,454 | 167.48 | 0 | |
| FDx Advisors, Inc. | 2,186 | 167.43 | 0 | |
| Apollon Wealth Management, LLC | 1,266 | 167.46 | 0 | |
| Tobam | 439 | 166.29 | 0 | |
| Eagle Bay Advisors LLC | 191 | 167335.08 | 7 | 142.86 |
| Capital Directions Investment Advisors, LLC | 134 | 164.18 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| SpiderRock Advisors, LLC | 0 |
| Point72 Hong Kong Ltd | 0 |
| Name | Previous Calls |
|---|---|
| Wolverine Trading, Llc | 6,100 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|---|---|---|---|
| Walleye Trading LLC | 3,800 | 15,100 | 11,300 | 33.63 |
| Squarepoint Ops LLC | 30,800 | 30,800 | 0 | 0.00 |
| Susquehanna International Group, Llp | 38,205 | 82,200 | 43,995 | 86.84 |
| Twin Tree Management, LP | 67,100 | 67,100 | 0 | 0.00 |
| PEAK6 Investments LLC | 96,800 | 111,400 | 14,600 | 663.01 |
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Two Sigma Securities, Llc | 1,100 | 2,000 | 900 | 122.22 |
| Simplex Trading, Llc | 5,300 | 21,800 | 16,500 | 32.12 |
| Boothbay Fund Management, Llc | 9,800 | 9,800 | 0 | 0.00 |
| Citadel Advisors Llc | 31,200 | 58,400 | 27,200 | 114.71 |
| Jane Street Group, Llc | 36,900 | 46,600 | 9,700 | 380.41 |
| Oribel Capital Management, LP | 41,500 | 41,500 | 0 | 0.00 |
| Name |
|---|
| BIVIX - Invenomic Fund Institutional Class shares |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|---|---|---|---|
| Capstone Investment Advisors, Llc | 28,000 | 1,200 | 29,200 | -95.89 |
| Parallax Volatility Advisers, L.P. | 11,200 | 2,300 | 13,500 | -82.96 |
| Maven Securities LTD | 4,500 | 1,500 | 6,000 | -75.00 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Group One Trading, L.p. | 57,700 | 1,000 | 58,700 | -98.30 |
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| HIMCX - Hartford Midcap Hls Fund Ia | 37,406 | 167.33 |
| IWP - iShares Russell Mid-Cap Growth ETF | 35,158 | 167.33 |
| IWF - iShares Russell 1000 Growth ETF | 32,918 | 167.32 |
| CCAFX - Calvert Mid-Cap Fund Class A | 32,524 | 167.32 |
| WUSAX - Wanger USA | 25,914 | 167.32 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class | 14,643 | 167.32 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio | 13,230 | 167.35 |
| LAUAX - Columbia Acorn USA Class A | 9,852 | 167.38 |
| FUNL - CornerCap Fundametrics Large-Cap ETF | 6,202 | 167.37 |
| FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares | 4,211 | 167.42 |
| WATWX - Wanger Select | 4,124 | 167.31 |
| ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares | 3,304 | 167.37 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 | 2,851 | 167.31 |
| NZUS - SPDR MSCI USA Climate Paris Aligned ETF | 1,705 | 167.16 |
| FMDGX - Fidelity Mid Cap Growth Index Fund | 1,483 | 167.23 |
| BBGSX - Bridge Builder Small/Mid Cap Growth Fund | 964 | 167.01 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA | 949 | 167.54 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB | 900 | 167.78 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA | 887 | 166.85 |
| BBGLX - Bridge Builder Large Cap Growth Fund | 845 | 166.86 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P | 466 | 167.38 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 | 433 | 166.28 |
| TUG - STF Tactical Growth ETF | 151 | 165.56 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 | 115 | 165.22 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 | 36 | 166.67 |
| TUGN - STF Tactical Growth & Income ETF | 17 | 176.47 |
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 2,743,214 | 167.33 | 2,703,805 | 222.46 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 2,143,687 | 167.33 | 2,126,199 | 222.46 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 2,109,769 | 167.33 | 2,114,460 | 222.46 |
| Spdr S&p 500 Etf Trust | 1,049,701 | 167.33 | 1,055,711 | 222.46 |
| WLGRX - Ivy Large Cap Growth Fund Class R | 998,246 | 167.33 | 1,017,815 | 222.46 |
| CIBR - First Trust NASDAQ Cybersecurity ETF | 908,523 | 167.33 | 855,720 | 222.46 |
| WSTRX - Ivy Science and Technology Fund Class R | 870,904 | 167.33 | 870,904 | 222.46 |
| IVV - iShares Core S&P 500 ETF | 827,555 | 167.33 | 844,337 | 222.46 |
| VIGRX - Vanguard Growth Index Fund Investor Shares | 750,777 | 167.33 | 746,905 | 222.46 |
| VINIX - Vanguard Institutional Index Fund Institutional Shares | 705,389 | 167.33 | 724,320 | 222.46 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A | 675,258 | 167.33 | 675,258 | 222.46 |
| VMGIX - Vanguard Mid-Cap Growth Index Fund Investor Shares | 620,102 | 167.33 | 633,502 | 222.46 |
| BARAX - BARON ASSET FUND | 592,103 | 167.33 | 592,103 | 222.46 |
| XLK - The Technology Select Sector SPDR Fund | 424,125 | 167.33 | 448,519 | 222.46 |
| HACK - ETFMG Prime Cyber Security ETF | 421,751 | 167.33 | 418,651 | 222.46 |
| PRMTX - T. Rowe Price Communications & Technology Fund | 411,800 | 167.33 | 479,700 | 222.46 |
| PRWAX - T. Rowe Price New America Growth Fund | 385,600 | 167.33 | 394,400 | 222.46 |
| TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 376,199 | 167.33 | 294,080 | 222.46 |
| LEVOX - Lazard US Equity Concentrated Portfolio Open Shares | 312,107 | 167.33 | 155,522 | 222.46 |
| IWR - iShares Russell Mid-Cap ETF | 267,404 | 167.33 | 271,341 | 222.46 |
| WCEAX - Ivy Core Equity Fund Class A | 248,202 | 167.33 | 561,974 | 222.46 |
| IWD - iShares Russell 1000 Value ETF | 246,550 | 167.33 | 270,860 | 222.46 |
| IWS - iShares Russell Mid-Cap Value ETF | 177,695 | 167.33 | 199,660 | 222.46 |
| LACAX - Columbia Acorn Fund Class A | 164,958 | 167.33 | 185,562 | 222.46 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 | 126,381 | 167.33 | 128,940 | 222.46 |
| WASAX - Ivy Asset Strategy Fund Class A | 119,089 | 167.33 | 106,346 | 222.46 |
| Securian Funds Trust - SFT Ivy Growth Fund | 112,047 | 167.33 | 110,774 | 222.46 |
| AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 | 110,053 | 167.33 | 110,053 | 222.46 |
| BMDIX - Baird MidCap Fund Institutional | 109,325 | 167.33 | 165,270 | 222.46 |
| ITOT - iShares Core S&P Total U.S. Stock Market ETF | 104,886 | 167.33 | 91,244 | 222.46 |
| VQNPX - Vanguard Growth and Income Fund Investor Shares | 101,591 | 167.33 | 111,200 | 222.46 |
| VLACX - Vanguard Large-Cap Index Fund Investor Shares | 99,143 | 167.33 | 97,315 | 222.46 |
| PRCOX - T. Rowe Price U.S. Equity Research Fund | 96,621 | 167.33 | 118,468 | 222.46 |
| TMLCX - Simt Tax-managed Large Cap Fund Class F | 91,384 | 167.33 | 91,384 | 222.46 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 | 88,682 | 167.33 | 73,682 | 222.46 |
| QCSTRX - Stock Account Class R1 | 87,417 | 167.32 | 95,813 | 222.46 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio | 84,410 | 167.33 | 82,712 | 222.46 |
| IVW - iShares S&P 500 Growth ETF | 81,765 | 167.33 | 84,960 | 222.46 |
| IBNAX - Ivy Balanced Fund Class A | 73,443 | 167.33 | 184,708 | 222.46 |
| GATEX - Gateway Fund Class A Shares | 72,450 | 167.33 | 72,450 | 222.46 |
| VBINX - Vanguard Balanced Index Fund Investor Shares | 71,923 | 167.33 | 71,923 | 222.46 |
| IVE - iShares S&P 500 Value ETF | 70,883 | 167.33 | 70,802 | 222.47 |
| IWB - iShares Russell 1000 ETF | 70,316 | 167.33 | 70,694 | 222.47 |
| PREIX - T. Rowe Price Equity Index 500 Fund | 69,590 | 167.32 | 76,922 | 222.46 |
| BBR ALO Fund, LLC | 69,067 | 167.33 | 69,067 | 222.47 |
| VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 63,290 | 167.33 | 62,488 | 222.46 |
| IVINX - Ivy Global Growth Fund Class A | 62,161 | 167.32 | 40,762 | 222.46 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 | 61,000 | 167.33 | 61,000 | 222.46 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio | 57,112 | 167.34 | 54,575 | 222.46 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 | 56,848 | 167.32 | 56,749 | 222.45 |
| QCEQRX - Equity Index Account Class R1 | 49,603 | 167.33 | 49,603 | 222.47 |
| JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) | 47,044 | 167.33 | 48,123 | 222.45 |
| VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 45,671 | 167.33 | 44,478 | 222.47 |
| JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) | 45,092 | 167.32 | 47,612 | 222.46 |
| SPLG - SPDR(R) Portfolio Large Cap ETF | 38,562 | 167.34 | 36,749 | 222.46 |
| SPYV - SPDR(R) Portfolio S&P 500 Value ETF | 38,231 | 167.32 | 39,527 | 222.46 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 | 37,072 | 167.32 | 55,631 | 222.47 |
| SPYG - SPDR(R) Portfolio S&P 500 Growth ETF | 35,007 | 167.34 | 33,303 | 222.47 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio | 34,731 | 167.34 | 34,731 | 222.45 |
| IGM - iShares Expanded Tech Sector ETF | 33,090 | 167.33 | 33,772 | 222.46 |
| USNQX - Nasdaq-100 Index Fund | 33,074 | 167.32 | 33,421 | 222.46 |
| MXMVX - Great-West Mid Cap Value Fund Investor Class | 32,898 | 167.34 | 32,747 | 222.46 |
| IUSV - iShares Core S&P U.S. Value ETF | 31,528 | 167.34 | 30,728 | 222.47 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) | 30,448 | 167.33 | 30,448 | 222.44 |
| NOSIX - Northern Stock Index Fund | 30,431 | 167.33 | 30,797 | 222.46 |
| XAOKX - Index 500 Portfolio Initial Class | 29,813 | 167.34 | 30,493 | 222.44 |
| IUSG - iShares Core S&P U.S. Growth ETF | 29,729 | 167.35 | 28,421 | 222.48 |
| IXN - iShares Global Tech ETF | 28,862 | 167.31 | 36,515 | 222.46 |
| Tri-continental Corp | 27,242 | 167.32 | 27,844 | 222.45 |
| USSPX - 500 Index Fund -Member Shares | 26,442 | 167.35 | 26,633 | 222.47 |
| IWV - iShares Russell 3000 ETF | 25,293 | 167.32 | 26,191 | 222.44 |
| HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares | 24,486 | 167.32 | 24,608 | 222.45 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I | 24,142 | 167.34 | 31,988 | 222.46 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio | 22,064 | 167.33 | 22,273 | 222.47 |
| HLEIX - JPMorgan Equity Index Fund Class I | 21,514 | 167.33 | 20,239 | 222.44 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA | 21,001 | 167.33 | 21,243 | 222.47 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB | 20,496 | 167.35 | 21,791 | 222.48 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A | 19,864 | 167.34 | 20,519 | 222.48 |
| JFIVX - 500 Index Trust NAV | 19,783 | 167.32 | 19,783 | 222.46 |
| T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio | 19,285 | 167.33 | 20,300 | 222.46 |
| SSEYX - State Street Equity 500 Index II Portfolio | 18,201 | 167.35 | 17,701 | 222.47 |
| LGLV - SPDR SSGA US Large Cap Low Volatility Index ETF | 17,841 | 167.31 | 21,740 | 222.45 |
| Nuveen S&p 500 Buywrite Income Fund | 17,828 | 167.32 | 17,828 | 222.46 |
| ONEV - SPDR Russell 1000 Low Volatility Focus ETF | 17,670 | 167.35 | 16,523 | 222.48 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA | 16,350 | 167.34 | 16,350 | 222.45 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) | 16,260 | 167.34 | 16,977 | 222.48 |
| AUENX - AQR Large Cap Defensive Style Fund Class N | 16,204 | 167.30 | 16,204 | 222.48 |
| SPTM - SPDR(R) Portfolio Total Stock Market ETF | 14,556 | 167.35 | 14,490 | 222.43 |
| VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares | 13,621 | 167.32 | 12,521 | 222.43 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) | 12,377 | 167.33 | 13,130 | 222.47 |
| CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A | 12,043 | 167.32 | 14,346 | 222.43 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA | 11,903 | 167.35 | 13,389 | 222.50 |
| QUS - SPDR MSCI USA StrategicFactors ETF | 11,620 | 167.30 | 12,145 | 222.48 |
| RYOCX - NASDAQ-100 Fund Investor Class | 11,526 | 167.36 | 11,877 | 222.45 |
| CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF | 11,453 | 167.29 | 11,381 | 222.48 |
| FIMVX - Fidelity Mid Cap Value Index Fund | 11,412 | 167.37 | 14,583 | 222.45 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I | 10,715 | 167.34 | 10,715 | 222.49 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV | 10,608 | 167.33 | 11,269 | 222.47 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 10,434 | 167.34 | 10,434 | 222.45 |
| CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund | 10,323 | 167.30 | 8,702 | 222.48 |
| MXVIX - Great-West S&P 500 Index Fund Investor Class | 10,067 | 167.38 | 10,067 | 222.51 |
| DNLDX - BNY Mellon Active MidCap Fund Class A | 10,000 | 167.30 | 10,040 | 222.41 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA | 9,617 | 167.31 | 11,375 | 222.42 |
| QCELX - AQR Large Cap Multi-Style Fund Class I | 9,225 | 167.37 | 9,225 | 222.44 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class | 8,739 | 167.30 | 8,919 | 222.45 |
| MMLRX - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I | 8,651 | 167.38 | 6,673 | 222.39 |
| ROUS - Hartford Multifactor US Equity ETF | 8,495 | 167.27 | 6,669 | 222.52 |
| GEQYX - EQUITY INDEX FUND Institutional | 7,867 | 167.28 | 7,867 | 222.45 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares | 7,806 | 167.31 | 7,806 | 222.52 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 | 7,524 | 167.33 | 7,524 | 222.49 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 | 7,522 | 167.38 | 7,407 | 222.49 |
| UGOFX - Global Managed Volatility Fund Institutional Shares | 7,467 | 167.27 | 7,467 | 222.45 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K | 7,384 | 167.39 | 7,419 | 222.40 |
| MIEAX - MM S&P 500 Index Fund Class R4 | 7,223 | 167.38 | 8,097 | 222.43 |
| CFA - VictoryShares US 500 Volatility Wtd ETF | 6,853 | 167.37 | 7,049 | 222.44 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund | 6,296 | 167.41 | 6,398 | 222.41 |
| CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A | 5,805 | 167.27 | 5,294 | 222.52 |
| POMIX - T. Rowe Price Total Equity Market Index Fund | 5,800 | 167.41 | 5,800 | 222.41 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I | 5,702 | 167.31 | 5,702 | 222.38 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. | 5,347 | 167.38 | 7,447 | 222.51 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I | 5,253 | 167.33 | 3,775 | 222.52 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 | 4,579 | 167.29 | 5,384 | 222.51 |
| AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 | 4,446 | 167.34 | 4,446 | 222.45 |
| FRTY - Alger Mid Cap 40 ETF | 4,437 | 167.23 | 2,992 | 222.59 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 | 4,417 | 167.31 | 4,395 | 222.53 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio | 4,416 | 167.35 | 4,569 | 222.37 |
| Cordatus Wealth Management LLC | 4,279 | 167.33 | 4,015 | 222.42 |
| HCVEX - The Value Equity Portfolio HC Strategic Shares | 4,247 | 167.41 | 4,247 | 222.51 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA | 4,229 | 167.42 | 2,700 | 222.59 |
| BBVLX - Bridge Builder Large Cap Value Fund | 4,077 | 167.28 | 4,384 | 222.40 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A | 4,044 | 167.41 | 4,087 | 222.41 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P | 4,010 | 167.33 | 4,207 | 222.49 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I | 4,000 | 167.25 | 2,600 | 222.31 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P | 3,963 | 167.30 | 4,382 | 222.50 |
| SPYX - SPDR S&P 500 Fossil Fuel Reserves Free ETF | 3,737 | 167.25 | 3,701 | 222.37 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) | 3,715 | 167.43 | 3,638 | 222.37 |
| RYVLX - NASDAQ-100(R) 2x Strategy Fund A | 3,601 | 167.45 | 5,831 | 222.43 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA | 3,533 | 167.28 | 3,823 | 222.34 |
| SWP1Z - Schwab S&P 500 Index Portfolio | 3,482 | 167.43 | 3,659 | 222.47 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) | 3,462 | 167.24 | 3,462 | 222.41 |
| MGNDX - Praxis Growth Index Fund Class A | 3,410 | 167.45 | 3,410 | 222.58 |
| XWEB - SPDR S&P Internet ETF | 3,195 | 167.45 | 2,848 | 222.61 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) | 3,124 | 167.41 | 8,150 | 222.45 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA | 3,091 | 167.26 | 3,091 | 222.58 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB | 3,000 | 167.33 | 3,000 | 222.33 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio | 2,995 | 167.28 | 3,051 | 222.55 |
| ETHO - Etho Climate Leadership U.S. ETF | 2,962 | 167.45 | 3,497 | 222.48 |
| GMLGX - GuideMark(R) Large Cap Core Fund Service Shares | 2,820 | 167.38 | 2,820 | 222.34 |
| FLQM - Franklin LibertyQ U.S. Mid Cap Equity ETF | 2,790 | 167.38 | 2,464 | 222.40 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 | 2,788 | 167.50 | 2,888 | 222.30 |
| DFBCX - Delaware Strategic Allocation Fund CLASS C | 2,726 | 167.28 | 2,738 | 222.43 |
| SLGFX - SIMT Large Cap Index Fund Class F | 2,648 | 167.30 | 2,508 | 222.49 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B | 2,643 | 167.23 | 2,406 | 222.36 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity | 2,578 | 167.18 | 2,825 | 222.30 |
| BBVSX - Bridge Builder Small/Mid Cap Value Fund | 2,566 | 167.19 | 2,673 | 222.60 |
| SPGIX - Simt Large Cap Growth Fund Class I | 2,535 | 167.26 | 3,525 | 222.41 |
| SFAAX - Wells Fargo Index Asset Allocation Fund Class A | 2,525 | 167.52 | 2,584 | 222.52 |
| RMQHX - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H | 2,521 | 167.39 | 594 | 222.22 |
| OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio | 2,488 | 167.20 | 2,519 | 222.31 |
| SSPIX - SIMT S&P 500 Index Fund Class F | 2,455 | 167.41 | 2,455 | 222.40 |
| Nuveen S&p 500 Dynamic Overwrite Fund | 2,401 | 167.43 | 2,401 | 222.41 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B | 2,121 | 167.37 | 2,262 | 222.37 |
| SLGAX - SIMT Large Cap Fund Class F | 2,120 | 167.45 | 4,754 | 222.55 |
| PSIAX - PGIM QMA STOCK INDEX FUND Class A | 2,080 | 167.31 | 2,080 | 222.60 |
| CUSUX - Six Circles U.S. Unconstrained Equity Fund | 2,029 | 167.57 | 3,709 | 222.43 |
| SDYAX - SIMT Dynamic Asset Allocation Fund Class F | 1,912 | 167.36 | 1,812 | 222.41 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB | 1,839 | 167.48 | 1,924 | 222.45 |
| JETSX - Total Stock Market Index Trust NAV | 1,835 | 167.30 | 1,835 | 222.34 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I | 1,802 | 167.59 | 1,838 | 222.52 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A | 1,789 | 167.13 | 1,861 | 222.46 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund | 1,702 | 167.45 | 1,702 | 222.68 |
| ONEO - SPDR Russell 1000 Momentum Focus ETF | 1,687 | 167.16 | 2,522 | 222.44 |
| TLSTX - Stock Index Fund | 1,657 | 167.17 | 1,723 | 222.29 |
| CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A | 1,571 | 167.41 | 1,441 | 222.76 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B | 1,535 | 167.43 | 1,535 | 222.15 |
| EPS - WisdomTree U.S. LargeCap Fund N/A | 1,522 | 167.54 | 1,616 | 222.15 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service | 1,324 | 167.67 | 1,324 | 222.81 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA | 1,297 | 167.31 | 1,372 | 222.30 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class | 1,285 | 167.32 | 1,206 | 222.22 |
| GARTX - Goldman Sachs Absolute Return Tracker Fund Class A | 1,270 | 167.72 | 1,869 | 222.58 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund | 1,167 | 167.10 | 1,216 | 222.86 |
| SAGP - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF | 1,093 | 167.43 | 525 | 222.86 |
| GCPAX - Gateway Equity Call Premium Fund Class A | 1,088 | 167.28 | 1,088 | 222.43 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund | 1,083 | 167.13 | 1,083 | 222.53 |
| INDEX - S&P 500(R) Equal Weight No Load Shares | 1,078 | 166.98 | 818 | 254.28 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A | 1,007 | 167.83 | 1,013 | 222.11 |
| RYTIX - Technology Fund Investor Class | 933 | 167.20 | 1,056 | 222.54 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB | 917 | 166.85 | 923 | 222.10 |
| SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 907 | 167.59 | 1,207 | 222.87 |
| SBSPX - QS S&P 500 Index Fund Class A | 901 | 167.59 | 899 | 222.47 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 | 896 | 167.41 | 1,018 | 222.00 |
| PALCX - AllianzGI Global Allocation Fund Class C | 855 | 167.25 | 855 | 222.22 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund | 817 | 167.69 | 817 | 222.77 |
| NCGFX - New Covenant Growth Fund | 802 | 167.08 | 802 | 221.95 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio | 782 | 167.52 | 808 | 222.77 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB | 778 | 167.10 | 778 | 222.37 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) | 745 | 167.79 | 745 | 222.82 |
| Profunds - Profund Vp Ultranasdaq-100 | 718 | 167.13 | 890 | 222.47 |
| XVV - iShares ESG Screened S&P 500 ETF | 709 | 167.84 | 639 | 222.22 |
| CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A | 697 | 167.86 | 731 | 222.98 |
| SAAAX - SIMT MULTI-ASSET ACCUMULATION FUND Class F | 681 | 167.40 | 681 | 221.73 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) | 679 | 167.89 | 679 | 222.39 |
| MUXAX - Victory S&P 500 Index Fund Class A | 662 | 167.67 | 695 | 223.02 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 | 640 | 167.19 | 683 | 222.55 |
| Profunds - Profund Vp Nasdaq-100 | 616 | 167.21 | 627 | 221.69 |
| QRPNX - AQR Alternative Risk Premia Fund Class N | 605 | 166.94 | 605 | 223.14 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB | 576 | 166.67 | 580 | 222.41 |
| RYIIX - Internet Fund Investor Class | 568 | 167.25 | 626 | 222.04 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) | 537 | 167.60 | 777 | 222.65 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares | 536 | 167.91 | 536 | 222.01 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 | 532 | 167.29 | 372 | 223.12 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 | 530 | 167.92 | 517 | 222.44 |
| MMBDX - MassMutual Premier Balanced Fund Class A | 528 | 166.67 | 674 | 222.55 |
| SSSPX - State Street S&P 500 Index V.I.S. Fund Class 1 Shares | 498 | 166.67 | 498 | 222.89 |
| QWLD - SPDR MSCI World StrategicFactors ETF | 491 | 167.01 | 491 | 222.00 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB | 483 | 167.70 | 485 | 222.68 |
| QWVPX - Clearwater Core Equity Fund | 476 | 168.07 | 1,076 | 222.12 |
| SEMCX - Simt Mid Cap Fund Class F | 462 | 166.67 | 312 | 221.15 |
| NFDIX - Newfound Risk Managed U.S. Growth Fund Class I Shares | 453 | 167.77 | 557 | 222.62 |
| RYDEX VARIABLE TRUST - Technology Fund Variable Annuity | 443 | 167.04 | 478 | 221.76 |
| QCGLRX - Global Equities Account Class R1 | 417 | 167.87 | 569 | 223.20 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio | 410 | 168.29 | 410 | 221.95 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 | 402 | 166.67 | 418 | 222.49 |
| RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity | 400 | 167.50 | 618 | 221.68 |
| AQRNX - AQR Multi-Asset Fund Class N | 393 | 167.94 | 393 | 221.37 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A | 369 | 168.02 | 369 | 222.22 |
| RYTTX - S&P 500 2x Strategy Fund A | 318 | 166.67 | 503 | 222.66 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class | 313 | 166.13 | 346 | 222.54 |
| HLGE - Hartford Longevity Economy ETF | 312 | 166.67 | 312 | 221.15 |
| STLV - iShares Factors US Value Style ETF | 306 | 166.67 | 240 | 220.83 |
| FNDRX - FRC Founders Index Fund | 302 | 168.87 | 438 | 221.46 |
| SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F | 300 | 166.67 | 300 | 223.33 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB | 298 | 167.79 | 298 | 221.48 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A | 283 | 166.08 | 295 | 223.73 |
| Profunds - Profund Vp Technology | 275 | 167.27 | 265 | 222.64 |
| RYDEX VARIABLE TRUST - Internet Fund Variable Annuity | 260 | 169.23 | 285 | 221.05 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I | 258 | 166.67 | 264 | 223.48 |
| RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity | 247 | 165.99 | 298 | 221.48 |
| NZAC - SPDR MSCI ACWI Low Carbon Target ETF | 245 | 167.35 | 101 | 217.82 |
| HCESX - The ESG Growth Portfolio HC Strategic Shares | 244 | 168.03 | 244 | 221.31 |
| VLU - SPDR S&P 1500 Value Tilt ETF | 234 | 166.67 | 349 | 223.50 |
| RYSOX - S&P 500 Fund Class A | 225 | 168.89 | 382 | 222.51 |
| MBAAX - Global Strategist Portfolio Class A Shares | 186 | 166.67 | 227 | 220.26 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial | 171 | 169.59 | 353 | 223.80 |
| TSPA - T. Rowe Price U.S. Equity Research ETF | 169 | 165.68 | 219 | 223.74 |
| JDVSX - JPMorgan Diversified Fund Class I | 161 | 167.70 | 144 | 222.22 |
| ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund | 155 | 167.74 | 173 | 219.65 |
| SIOAX - SIMT MULTI-ASSET INCOME FUND Class F | 140 | 164.29 | 168 | 220.24 |
| VSLU - Applied Finance Valuation Large Cap ETF | 130 | 169.23 | 115 | 226.09 |
| MMTM - SPDR S&P 1500 Momentum Tilt ETF | 130 | 169.23 | 182 | 219.78 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB | 128 | 164.06 | 128 | 218.75 |
| RYNVX - Nova Fund Investor Class | 113 | 168.14 | 863 | 222.48 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB | 105 | 171.43 | 95 | 221.05 |
| LSEIX - Persimmon Long/Short Fund Class I Shares | 96 | 166.67 | 96 | 218.75 |
| Profunds - Profund Vp Bull | 94 | 170.21 | 92 | 217.39 |
| MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 90 | 166.67 | 202 | 222.77 |
| CLPAX - Catalyst/Exceed Defined Risk Fund Class A | 88 | 170.45 | 77 | 220.78 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II | 77 | 168.83 | 284 | 221.83 |
| T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio | 68 | 161.76 | 71 | 225.35 |
| HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares | 55 | 163.64 | 65 | 215.38 |
| Profunds - Profund Vp Large-cap Growth | 51 | 176.47 | 72 | 222.22 |
| Humankind Benefit Corp - Humankind US Stock ETF | 50 | 160.00 | 53 | 226.42 |
| Profunds - Profund Vp Large-cap Value | 45 | 177.78 | 65 | 215.38 |
| MIMPX - Global Strategist Portfolio Class I | 40 | 175.00 | 48 | 229.17 |
| BDO Wealth Advisors, LLC | 36 | 166.67 | 36 | 222.22 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity | 27 | 185.19 | 89 | 224.72 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity | 23 | 173.91 | 107 | 224.30 |
| Profunds - Profund Vp Ultrabull | 21 | 190.48 | 24 | 208.33 |
| SPFFX - Sphere 500 Fossil Free Fund | 4 | 250.00 | 3 | 333.33 |
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