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	1,559	97.00	61.75	60.75
Previous Quarter	1,654	59.00	61.75	60.49

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	26	256	93	196	129	113
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	3	0	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	4	6	21	23	19	17
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	85,354,050	21.38	31.05	127,931,227	32.04	60.67
Previous Quarter	42,821,681	10.72	61.73	127,486,140	31.93	60.26

Current Quarter Top 20 Holding Institutes

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

Name	Shares	PPS
Vanguard Group Inc	65,001,423	61.76
VANGUARD GROUP INC	63,553,153
BlackRock Inc.	42,415,032
BlackRock Inc.	42,196,028	61.76
State Street Corp	29,045,433	62.20
STATE STREET CORP	26,324,409
Jpmorgan Chase & Co	23,208,940	61.76
Fmr Llc	20,750,309	61.76
FMR LLC	19,959,520
APG Asset Management US Inc.	19,932,870	61.76
JPMORGAN CHASE & CO	19,381,986
APG Asset Management US Inc.	19,278,662
VGSIX - Vanguard Real Estate Index Fund Investor Shares	19,156,694	55.55
Principal Financial Group Inc	17,155,800	61.76
COHEN & STEERS, INC.	14,383,334
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	11,545,016	61.76
Invesco Ltd.	9,392,847	61.76
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares	9,070,432	61.76
VFINX - Vanguard 500 Index Fund Investor Shares	8,733,852	61.76
Geode Capital Management, Llc	8,595,129	61.63

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name	Shares	PPS
Vanguard Group Inc	65,001,423	61.76
BlackRock Inc.	42,196,028	61.76
State Street Corp	29,045,433	62.20
Jpmorgan Chase & Co	23,208,940	61.76
Fmr Llc	20,750,309	61.76
APG Asset Management US Inc.	19,932,870	61.76
VGSIX - Vanguard Real Estate Index Fund Investor Shares	18,778,967	53.02
Principal Financial Group Inc	17,155,800	61.76
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	11,545,016	61.76
Invesco Ltd.	9,392,847	61.76
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares	9,070,432	61.76
VFINX - Vanguard 500 Index Fund Investor Shares	8,733,852	61.76
Geode Capital Management, Llc	8,595,129	61.63
Cohen & Steers, Inc.	6,641,503	61.77
Centersquare Investment Management Llc	6,570,055	61.76
Northern Trust Corp	5,944,460	61.76
PRAEX - Real Estate Securities Fund R-1	5,690,186	53.02
Dimensional Fund Advisors Lp	5,587,870	61.76
Legal & General Group Plc	5,470,659	61.76
Deutsche Bank Ag\	4,817,099	61.76

Recent Quarter Analysis

Recent Quarter 26 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	63,553,153
STATE STREET CORP	26,324,409
FMR LLC	19,959,520
JPMORGAN CHASE & CO	19,381,986
COHEN & STEERS, INC.	14,383,334
PCGRX - Pioneer Mid Cap Value Fund : Class A	111,254	55.55
GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares	49,378	55.55
Aurora Private Wealth, Inc.	20,657	0.10
Dimensional ETF Trust - Dimensional US Real Estate ETF	16,769	55.58
Orion Portfolio Solutions, LLC	9,999	51.41
Hennion & Walsh Asset Management, Inc.	7,379	51.50
P-Solve Investments Ltd	6,688	51.44
Naviter Wealth, LLC	5,026	51.93
VSL - Volshares Large Cap ETF	5,003	55.57
DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES	2,544	55.42
HAUS - Home Appreciation U.S. REIT ETF	2,200	55.45
FSMO - Fidelity Small-Mid Cap Opportunities ETF	1,992	55.72
ACG Wealth	1,647	51.61
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3	1,022	55.77
COPLX - Copley Fund Inc /nv/	1,000	57.00

Recent Quarter 256 Institutes closed out their positions

Name	Shares	PPS
Twin Tree Management, LP	1,108,700	61.76
Credit Suisse Ag/	692,249	61.76
Parallax Volatility Advisers, L.P.	546,200	61.76
Royal Bank Of Canada	472,862	61.76
Barclays Plc	446,992	61.76
Cbre Clarion Global Real Estate Income Fund	311,065	55.21
PYVLX - Payden Equity Income Fund (Investor Class)	286,600	53.37
Bnp Paribas Arbitrage, Sa	280,135	61.76
Bnp Paribas Arbitrage, Sa	280,135	61.76
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A	265,918	55.21
JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I	72,799	55.21
Aaron Wealth Advisors LLC	58,363	16.19
Advent Claymore Convertible Securities & Income Fund	45,000	53.38
ICRNX - VY(R) Clarion Global Real Estate Portfolio Class ADV	44,853	55.20
Verition Fund Management LLC	41,200	61.75
MRLAX - Global Real Estate Portfolio Class I	31,349	55.22
B. Metzler seel. Sohn & Co. Holding AG	28,182	55.21
Bennicas & Associates, Inc.	25,944	61.75
AMOMX - AQR Large Cap Momentum Style Fund Class I	25,082	55.22
Cutler Group LP	23,000	7.26
Pineno Levin & Ford Asset Management, Inc.	21,645	51.10
Nuveen S&p 500 Buywrite Income Fund	21,307	55.19
MGETX - Global Real Estate Portfolio Class II	18,296	55.20
CHGX - Change Finance U.S. Large Cap Fossil Fuel Free ETF	18,135	53.38
NorthCoast Asset Management LLC	15,081	55.24
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund)	15,049	55.22
World Asset Management Inc	14,463	55.24
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)	13,901	55.18
IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y	10,321	55.23
JRE - Janus Henderson U.S. Real Estate ETF	8,655	53.03
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B	7,199	55.15
Maven Securities LTD	6,600	61.82
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial	6,332	55.27
IBM Retirement Fund	6,308	61.83
Carroll Financial Associates, Inc.	5,373	49.69
FLMFX - MUIRFIELD FUND Retail Class	4,655	55.21
HighPoint Advisor Group LLC	4,474	55.21
Raymond James Trust N.a.	4,389	61.75
RGEAX - Global Equity Fund Class A	4,135	53.45
Two Sigma Securities, Llc	3,600	61.67
Two Sigma Securities, Llc	3,600	61.67
First Affirmative Financial Network	3,456	61.63
Cubic Asset Management, LLC	3,320	61.75
Financial Management Network Inc	3,191	62.99
JESIX - Small Cap Index Trust NAV	3,118	55.16
Bbva Usa	3,109	55.32
FLDFX - BALANCED FUND Retail Class	2,729	55.33
PMSAX - Global Multi-Strategy Fund Class A	2,666	46.89
SEEKX - Steward Large Cap Enhanced Index Fund Class A	2,350	53.19
HCVEX - The Value Equity Portfolio HC Strategic Shares	2,307	55.05
IFP Advisors, Inc	2,247	52.07
BLDG - Cambria Global Real Estate ETF	2,237	53.20
QSMLX - AQR Small Cap Multi-Style Fund Class I	2,033	55.09
Berman Capital Advisors, LLC	1,913	54.89
Heritage Wealth Management, Llc	1,449	55.21
MML Series Investment Fund II - MML Equity Rotation Fund Class II	1,183	54.95
RECS - Columbia Research Enhanced Core ETF	895	53.63
REVS - Columbia Research Enhanced Value ETF	744	53.76
Reilly Financial Advisors, Llc	700	51.43
GDMYX - Defensive Market Strategies Fund Institutional	570	54.39
Clear Street Markets Llc	563	62.17
Crescent Capital Consulting, LLC	507	51.28
SHLDX - Ziegler FAMCO Hedged Equity Fund Institutional	475	54.74
DEMZ - DEMZ POLITICAL CONTRIBUTIONS ETF	425	54.12
FLDGX - DYNAMIC ALLOCATION FUND Retail Class	334	53.89
Steward Financial Group LLC	288	59.03
Gemmer Asset Management LLC	195	61.54
GBDV - Global Beta Smart Income ETF	143	48.95
M&r Capital Management Inc	100	60.00
FLDOX - MODERATE ALLOCATION FUND Retail Class	77	51.95
Tarbox Family Office, Inc.	40	50.00
FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class	19	52.63
Wealth Quarterback LLC	5
Exane Derivatives	3
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB	1
GVALX - Gotham Large Value Fund Institutional Class	1
IWM - iShares Russell 2000 ETF	1
IWC - iShares Micro-Cap ETF	1
Holloway Wealth Management, LLC
Clough Global Equity Fund
Eagle Bay Advisors LLC
Clean Yield Group
Bartlett & Co. LLC
Echo Street Capital Management LLC
UMA Financial Services, Inc.
Pacifica Partners Inc.
Gateway Investment Advisers Llc
Advisor Resource Council
M&g Investment Management Ltd
Strategic Blueprint, LLC
HIBL - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
FVAL - Fidelity Value Factor ETF
Machina Capital S.a.s.
Flagship Private Wealth, LLC
Hoese & Co LLP
Peloton Wealth Strategists
Cypress Capital Group
CX Institutional
Exchange Traded Concepts, Llc
Clough Capital Partners L P
Caption Management, LLC
Argent Advisors, Inc.
Financial Insights, Inc.
Bp Plc
Pacific Sun Financial Corp
Savior LLC
VEXMX - Vanguard Extended Market Index Fund Investor Shares
Banco de Sabadell, S.A
PGMAX - PIMCO Global Core Asset Allocation Fund A
FTDS - First Trust Total US Market AlphaDEX ETF
Lombard Odier Asset Management (Switzerland) SA
Brown Advisory Securities, LLC
Conning Inc.
National Asset Management, Inc.
Eii Capital Management, Inc.
Vantage Consulting Group Inc
Clough Global Opportunities Fund
GWM Advisors LLC
Johnson Financial Group, Inc.
Red Door Wealth Management, LLC
CIBC World Markets Inc.
Arlington Partners LLC
NULV - Nuveen ESG Large-Cap Value ETF
MXMVX - Great-West Mid Cap Value Fund Investor Class
Hrt Financial Lp
Jump Financial, LLC
PRW Wealth Management LLC
VASFX - Vanguard Alternative Strategies Fund Investor Shares
Alpha Omega Wealth Management LLC
Summit Wealth Group, LLC
Standard Family Office LLC
E Fund Management Co., Ltd.
Quantitative Investment Management, LLC
Great Valley Advisor Group, Inc.
Nepsis, Inc.
Pinnacle Associates Ltd
IYF - iShares U.S. Financials ETF
Twin Capital Management Inc
Beacon Financial Group
NuWave Investment Management, LLC
Emerald Investment Partners, Llc
Polar Asset Management Partners Inc.
Capula Management Ltd
Mirabella Financial Services Llp
Harvest Investment Services, LLC
Kestra Advisory Services, LLC
Independence Bank of Kentucky
Nelson Capital Management, LLC
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
Twinbeech Capital Lp
Acadian Asset Management Llc
Roberts Wealth Advisors, LLC
Disciplined Investments, LLC
Heirloom Wealth Management
Concord Wealth Partners
GFSYX - Strategic Alternatives Fund Institutional
Teamwork Financial Advisors, LLC
SG3 Management, LLC
Landscape Capital Management, L.l.c.
Claro Advisors LLC
Coastal Bridge Advisors, LLC
Zimmer Partners, LP
Cassady Schiller Wealth Management, LLC
Marshall Wace, Llp
Flower City Capital
Advent Capital Management /de/
Leisure Capital Management
Paloma Partners Management Co
Beaird Harris Wealth Management, LLC
Investment Research & Advisory Group, Inc.
D'Orazio & Associates, Inc.
New Age Alpha Trust - AVDR US LargeCap Leading ETF
FLSPX - SPECTRUM FUND Retail Class
SG3 Management, LLC
True North Advisors, LLC
Advanced Series Trust - Ast Small-cap Value Portfolio
Nomura Holdings Inc
Pearl River Capital, LLC
Oakworth Capital, Inc.
Alps Advisors Inc
Resolute Advisors LLC
Meridian Wealth Partners, LLC
Meritage Group LP
Bank Julius Baer & Co. Ltd, Zurich
Kore Private Wealth LLC
GHPLX - Gotham Hedged Plus Fund Institutional Class
RPG Investment Advisory, LLC
Walled Lake Planning & Wealth Management, Llc
Amplius Wealth Advisors, LLC
Capital Fund Management S.a.
Ossiam
Point72 Hong Kong Ltd
Forward Management, LLC
Engineers Gate Manager LP
Snowden Capital Advisors LLC
Capital Analysts, Inc.
Old Mission Capital Llc
Man Group plc
GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares
Paloma Partners Management Co
Enterprise Financial Services Corp
Dark Forest Capital Management Lp
Delphia (USA) Inc.
Morningstar Funds Trust - Morningstar Alternatives Fund
Magnetar Financial LLC
Capital Fund Management S.a.
Tudor Investment Corp Et Al
Signet Financial Management, Llc
Jupiter Asset Management Ltd
Claraphi Advisory Network, LLC
Consolidated Planning Corp
D. E. Shaw & Co., Inc.
Wolverine Asset Management Llc
Quinn Opportunity Partners LLC
Kempen Capital Management N.v.
CoreCap Advisors, LLC
Covington Capital Management
NewEdge Wealth, LLC
Thompson Siegel & Walmsley Llc
D. E. Shaw & Co., Inc.
D. E. Shaw & Co., Inc.
Quantbot Technologies LP
Systematic Alpha Investments, LLC
Payden & Rygel
Two Sigma Investments, Lp
Ontario Teachers Pension Plan Board
Mcdonald Partners Llc
HMEAX - Highland Merger Arbitrage Fund Class A
Jfs Wealth Advisors, Llc
Alphacrest Capital Management Llc
Soltis Investment Advisors LLC
Liberty Wealth Management Llc
PineBridge Investments, L.P.
MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
CenterStar Asset Management, LLC
ExodusPoint Capital Management, LP
HealthCor Management, L.P.
Norges Bank
New Age Alpha Trust - AVDR US LargeCap ESG ETF
Harvest Fund Management Co., Ltd
Carlson Capital L P
Pacitti Group Inc.
Glazer Capital, Llc
Tradewinds Capital Management, LLC
Braun-Bostich & Associates Inc.
Atlas Private Wealth Advisors
Everence Capital Management Inc
Evolution Wealth Advisors, LLC
Capital Advisory Group Advisory Services, LLC
Cahill Financial Advisors Inc
Two Sigma Investments, Lp
Jacobi Capital Management LLC
SG3 Management, LLC
Semmax Financial Advisors Inc.
FDMO - Fidelity Momentum Factor ETF
LNFIX - QS Global Market Neutral Fund Class A	55.33

Recent Quarter 93 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BlackRock Inc.	42,415,032		42,196,028	61.76
Strs Ohio	454,434	51.43	467,212	61.76
State of Alaska, Department of Revenue	334,200	51.43	207,831	61.75
Steigerwald, Gordon & Koch Inc.	231,516	51.43	229,310	61.76
Manning & Napier Group, LLC	108,635	51.41	90,445	61.74
DnB Asset Management AS	83,769	51.43	81,989	61.76
Sumitomo Mitsui DS Asset Management Company, Ltd	76,822	51.43	71,607	61.75
Pensionfund DSM Netherlands	76,679	51.44	83,679	61.76
Truist Financial Corp	76,606	51.42	71,303	61.76
Tcw Group Inc	73,553	51.43	103,341	61.76
Commonwealth Equity Services, Llc	72,884	51.42	70,943	61.75
IFM Investors Pty Ltd	71,697	51.42	68,000	61.76
Pendal Group Ltd	69,800	51.43	75,400	61.76
Gulf International Bank (UK) Ltd	63,098	51.55	63,098	61.75
Rothschild Investment Corp /il	56,032	51.43	56,032	61.77
Tandem Capital Management Corp /adv	47,130	51.43	46,820	58.50
Wealthfront Advisers Llc	44,358	51.42	62,248	61.77
Redpoint Investment Management Pty Ltd	39,858	51.43	36,305	61.75
Bard Financial Services, Inc.	38,378	51.44	72,332	61.76
Hartford Investment Management Co	38,280	51.44	37,992	61.75

Recent Quarter 196 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VGSIX - Vanguard Real Estate Index Fund Investor Shares	19,156,694	55.55	18,778,967	53.02
PRAEX - Real Estate Securities Fund R-1	5,834,316	55.55	5,690,186	53.02
FRESX - Fidelity Real Estate Investment Portfolio	3,591,554	55.55	3,640,354	53.02
DFREX - Dfa Real Estate Securities Portfolio - Institutional Class	2,844,399	55.55	2,949,848	53.02
VRTPX - Vanguard Real Estate II Index Fund	2,438,993	55.55	2,382,699	53.02
SCHH - Schwab U.S. REIT ETF	1,828,001	56.74	1,867,278	54.00
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares	1,683,187	55.55	1,657,835	53.02
FDVLX - Fidelity Value Fund	1,586,386	55.55	1,749,586	53.02
POSAX - Global Real Estate Securities Fund Class A	1,538,712	55.55	1,538,712	53.02
ICF - iShares Cohen & Steers REIT ETF	1,203,585	55.55	1,172,665	53.02
FRIFX - Fidelity Real Estate Income Fund	1,139,786	55.55	1,420,086	53.02
RSP - Invesco S&P 500 Equal Weight ETF	1,110,203	55.55	1,360,177	53.02
FSMDX - Fidelity Mid Cap Index Fund	977,936	55.55	901,181	53.02
REET - iShares Global REIT ETF	848,036	55.55	830,701	53.02
FSRNX - Fidelity Real Estate Index Fund	782,628	55.55	763,655	53.02
USRT - iShares Core U.S. REIT ETF	776,864	55.55	811,188	53.02
SWPPX - Schwab S&P 500 Index Fund	723,758	55.55	708,611	53.02
FREL - Fidelity MSCI Real Estate Index ETF	499,413	55.55	533,925	53.02
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A	484,990	55.55	476,092	53.02
FHEAX - Fidelity Advisor Real Estate Fund Class A	411,405	55.55	430,505	53.02

Recent Quarter 129 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
VGSIX - Vanguard Real Estate Index Fund Investor Shares	377,727	19,156,694	55.55	18,778,967	53.02	2.01
BlackRock Inc.	219,004	42,415,032		42,196,028	61.76	0.52
ARYVX - Global Real Estate Fund Investor Class	159,107	218,646	55.55	59,539	53.02	267.23
PRAEX - Real Estate Securities Fund R-1	144,130	5,834,316	55.55	5,690,186	53.02	2.53
RRESX - Global Real Estate Securities Fund Class S	140,088	195,812	55.55	55,724	53.01	251.40
PRDAX - Diversified Real Asset Fund Class A	135,600	376,091	56.74	240,491	54.00	56.38
State of Alaska, Department of Revenue	126,369	334,200	51.43	207,831	61.75	60.80
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares	119,398	209,344	55.55	89,946	53.02	132.74
RTXAX - Tax-Managed Real Assets Fund Class A	101,326	169,198	55.55	67,872	53.03	149.29
FSMDX - Fidelity Mid Cap Index Fund	76,755	977,936	55.55	901,181	53.02	8.52
ARIIX - AB Global Real Estate Investment Fund II Class I	61,880	90,380	55.55	28,500	53.02	217.12
Alpine Global Premier Properties Fund	60,225	170,712	55.55	110,487	53.02	54.51
VRTPX - Vanguard Real Estate II Index Fund	56,294	2,438,993	55.55	2,382,699	53.02	2.36
AMTAX - AB All Market Real Return Portfolio Class A	44,650	145,280	55.55	100,630	53.02	44.37
ICF - iShares Cohen & Steers REIT ETF	30,920	1,203,585	55.55	1,172,665	53.02	2.64
PMPRX - MidCap Value Fund I R-3	30,194	148,284	55.55	118,090	53.02	25.57
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares	25,352	1,683,187	55.55	1,657,835	53.02	1.53
NUMV - Nuveen ESG Mid-Cap Value ETF	25,289	121,297	55.55	96,008	53.02	26.34
GREZX - Global Real Estate Securities Fund Investor	24,272	77,532	61.76	53,260	61.75	45.57
FNDX - Schwab Fundamental U.S. Large Company Index ETF	20,767	182,542	56.74	161,775	54.00	12.84

Recent Quarter 113 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
FRIFX - Fidelity Real Estate Income Fund	280,300	1,139,786	55.55	1,420,086	53.02	-19.74
RSP - Invesco S&P 500 Equal Weight ETF	249,974	1,110,203	55.55	1,360,177	53.02	-18.38
FDVLX - Fidelity Value Fund	163,200	1,586,386	55.55	1,749,586	53.02	-9.33
DFREX - Dfa Real Estate Securities Portfolio - Institutional Class	105,449	2,844,399	55.55	2,949,848	53.02	-3.57
JNBAX - JPMorgan Income Builder Fund Class A	80,045	370,884	55.55	450,929	53.02	-17.75
Allspring Global Investments Holdings, LLC	56,511	35,302	51.39	91,813	61.76	-61.55
REACX - Real Estate Fund Investor Class	56,047	352,311	55.55	408,358	53.02	-13.72
KCRIX - Knights Of Columbus Global Real Estate Fund I Shares	50,442	42,405	55.56	92,847	53.02	-54.33
DRLAX - BNY Mellon Global Real Estate Securities Fund Class A	50,220	258,070	55.55	308,290	53.02	-16.29
FRESX - Fidelity Real Estate Investment Portfolio	48,800	3,591,554	55.55	3,640,354	53.02	-1.34
PGDIX - Global Diversified Income Fund Institutional Class	43,392	9,136	55.60	52,528	53.02	-82.61
CRCRX - MainStay CBRE Real Estate Fund Class C	42,009	148,461	55.55	190,470	53.02	-22.06
Oregon Public Employees Retirement Fund	39,536	30,998	51.42	70,534	61.76	-56.05
SCHH - Schwab U.S. REIT ETF	39,277	1,828,001	56.74	1,867,278	54.00	-2.10
FREL - Fidelity MSCI Real Estate Index ETF	34,512	499,413	55.55	533,925	53.02	-6.46
USRT - iShares Core U.S. REIT ETF	34,324	776,864	55.55	811,188	53.02	-4.23
Bard Financial Services, Inc.	33,954	38,378	51.44	72,332	61.76	-46.94
Tcw Group Inc	29,788	73,553	51.43	103,341	61.76	-28.82
FESIX - Fidelity SAI Real Estate Index Fund	25,646	154,834	55.55	180,480	53.02	-14.21
FLCPX - Fidelity SAI U.S. Large Cap Index Fund	25,593	132,222	55.55	157,815	53.02	-16.22

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 3 Previous Institutes closed Put Positions

Name	Previous Puts
Two Sigma Investments, Lp	0
Capital Fund Management S.a.	0
Tudor Investment Corp Et Al	0

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 4 New Institutes added position

Name	Shares	PPS
Aurora Private Wealth, Inc.	20,657	0.10
P-Solve Investments Ltd	6,688	51.44
COPLX - Copley Fund Inc /nv/	1,000	57.00
HBC Financial Services, PLLC	205	50765.85

Past Week 6 Institutes closed out their positions

Name	Shares	PPS
Kestra Advisory Services, LLC
Aaron Wealth Advisors LLC	58,363	16.19
Steward Financial Group LLC	288	59.03
IBM Retirement Fund	6,308	61.83
Cubic Asset Management, LLC	3,320	61.75
Gemmer Asset Management LLC	195	61.54

Past Week 21 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Strs Ohio	454,434	51.43	467,212	61.76
Truist Financial Corp	76,606	51.42	71,303	61.76
Pendal Group Ltd	69,800	51.43	75,400	61.76
Wealthfront Advisers Llc	44,358	51.42	62,248	61.77
Hartford Investment Management Co	38,280	51.44	37,992	61.75
Allspring Global Investments Holdings, LLC	35,302	51.39	91,813	61.76
Oregon Public Employees Retirement Fund	30,998	51.42	70,534	61.76
Umb Bank N A/mo	25,891	51.45	27,254	61.75
Louisiana State Employees Retirement System	25,300	51.50	25,200	60.75
New Mexico Educational Retirement Board	22,126	51.43	23,226	61.74
Goodwin Daniel L	20,000	51.40	20,000	61.80
HighTower Trust Services, LTA	18,871	50.29	9,253	61.71
First Hawaiian Bank	17,682	51.41	17,230	61.75
Stratos Wealth Partners, LTD.	6,650	51.43	6,773	61.72
Geneos Wealth Management Inc.	4,968	52.74	4,966	61.62
Wedbush Securities Inc	4,579	51.54	4,910	61.71
Capital Investment Advisory Services, LLC	4,447	51.50	4,434	61.80
Spire Wealth Management	1,959	51.56	3,496	61.78
Bogart Wealth, LLC	1,735	51.30	1,735	61.67
JNBA Financial Advisors	573	50.61	573	61.08
Coastal Capital Group, Inc.	169	53.25	167	59.88

Past Week 23 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SCHH - Schwab U.S. REIT ETF	1,828,001	56.74	1,867,278	54.00
ASRAX - Invesco Global Real Estate Income Fund CLASS A	380,867	56.74	380,867	54.00
PRDAX - Diversified Real Asset Fund Class A	376,091	56.74	240,491	54.00
SCHX - Schwab U.S. Large-Cap ETF	310,895	56.74	323,247	54.00
SCHB - Schwab U.S. Broad Market ETF	201,344	56.74	199,693	54.00
SCHV - Schwab U.S. Large-Cap Value ETF	186,345	56.74	183,593	54.00
FNDX - Schwab Fundamental U.S. Large Company Index ETF	182,542	56.74	161,775	54.00
RPMMX - Reinhart Mid Cap PMV Fund Investor Class	101,920	56.74	101,920	54.00
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A	43,030	56.75	51,060	54.00
SFREX - Schwab Fundamental Global Real Estate Index Fund	40,251	56.74	39,501	54.00
NEIAX - Columbia Large Cap Index Fund Class A	37,897	56.73	36,969	53.99
PBUS - Invesco PureBeta MSCI USA ETF	25,101	56.73	24,430	53.99
SCHK - Schwab 1000 Index ETF	21,990	56.75	21,329	54.01
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	6,979	56.74	6,477	54.04
RWL - Invesco S&P 500 Revenue ETF	6,589	56.76	6,827	54.05
DLCFX - Destinations Large Cap Equity Fund Class I	2,876	56.68	3,110	54.02
SPFIX - S&P 500 Index Fund Direct Shares	2,564	56.55	2,564	53.82
DDIAX - Delaware Wealth Builder Fund Class A	1,993	56.70	828	54.35
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	946	57.08	1,019	53.97
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	852	56.34	1,171	53.80
Delaware Investments Dividend & Income Fund, Inc	741	56.68	741	53.98
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A	613	57.10	613	53.83
Trust Co Of Vermont	283	53.00	0

Past Week 19 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
PRDAX - Diversified Real Asset Fund Class A	135,600	376,091	56.74	240,491	54.00	56.38
FNDX - Schwab Fundamental U.S. Large Company Index ETF	20,767	182,542	56.74	161,775	54.00	12.84
HighTower Trust Services, LTA	9,618	18,871	50.29	9,253	61.71	103.94
Truist Financial Corp	5,303	76,606	51.42	71,303	61.76	7.44
SCHV - Schwab U.S. Large-Cap Value ETF	2,752	186,345	56.74	183,593	54.00	1.50
SCHB - Schwab U.S. Broad Market ETF	1,651	201,344	56.74	199,693	54.00	0.83
DDIAX - Delaware Wealth Builder Fund Class A	1,165	1,993	56.70	828	54.35	140.70
NEIAX - Columbia Large Cap Index Fund Class A	928	37,897	56.73	36,969	53.99	2.51
SFREX - Schwab Fundamental Global Real Estate Index Fund	750	40,251	56.74	39,501	54.00	1.90
PBUS - Invesco PureBeta MSCI USA ETF	671	25,101	56.73	24,430	53.99	2.75
SCHK - Schwab 1000 Index ETF	661	21,990	56.75	21,329	54.01	3.10
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	502	6,979	56.74	6,477	54.04	7.75
First Hawaiian Bank	452	17,682	51.41	17,230	61.75	2.62
Hartford Investment Management Co	288	38,280	51.44	37,992	61.75	0.76
Trust Co Of Vermont	283	283	53.00	0		0.00
Louisiana State Employees Retirement System	100	25,300	51.50	25,200	60.75	0.40
Capital Investment Advisory Services, LLC	13	4,447	51.50	4,434	61.80	0.29
Coastal Capital Group, Inc.	2	169	53.25	167	59.88	1.20
Geneos Wealth Management Inc.	2	4,968	52.74	4,966	61.62	0.04

Past Week 17 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Allspring Global Investments Holdings, LLC	56,511	35,302	51.39	91,813	61.76	-61.55
Oregon Public Employees Retirement Fund	39,536	30,998	51.42	70,534	61.76	-56.05
SCHH - Schwab U.S. REIT ETF	39,277	1,828,001	56.74	1,867,278	54.00	-2.10
Wealthfront Advisers Llc	17,890	44,358	51.42	62,248	61.77	-28.74
Strs Ohio	12,778	454,434	51.43	467,212	61.76	-2.73
SCHX - Schwab U.S. Large-Cap ETF	12,352	310,895	56.74	323,247	54.00	-3.82
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A	8,030	43,030	56.75	51,060	54.00	-15.73
Pendal Group Ltd	5,600	69,800	51.43	75,400	61.76	-7.43
Spire Wealth Management	1,537	1,959	51.56	3,496	61.78	-43.96
Umb Bank N A/mo	1,363	25,891	51.45	27,254	61.75	-5.00
New Mexico Educational Retirement Board	1,100	22,126	51.43	23,226	61.74	-4.74
Wedbush Securities Inc	331	4,579	51.54	4,910	61.71	-6.74
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	319	852	56.34	1,171	53.80	-27.24
RWL - Invesco S&P 500 Revenue ETF	238	6,589	56.76	6,827	54.05	-3.49
DLCFX - Destinations Large Cap Equity Fund Class I	234	2,876	56.68	3,110	54.02	-7.52
Stratos Wealth Partners, LTD.	123	6,650	51.43	6,773	61.72	-1.82
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	73	946	57.08	1,019	53.97	-7.16

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name