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 | 754 | 21.00 | 21.75 | 21.02 |
| Previous Quarter | 750 | 21.00 | 21.75 | 21.04 |
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 | 40 | 128 | 65 | 3 | 26 | 31 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 1 | 0 | 2 | 1 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 1 | 0 | 2 | 1 | 3 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
BlackRock and Vanguard 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 | 29,628,026 | 13.90 | 21.75 | 34,727,342 | 16.30 | 21.75 |
| Previous Quarter | 33,943,539 | 15.93 | 21.80 | 33,968,129 | 15.94 | 21.76 |
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. | 20,510,492 | 21.75 |
| Vanguard Group Inc | 19,085,872 | 21.75 |
| Massachusetts Financial Services Co /ma/ | 11,080,205 | 21.75 |
| Jpmorgan Chase & Co | 5,933,749 | 21.75 |
| Harris Associates L P | 5,600,304 | 21.75 |
| MVCAX - MFS Mid Cap Value Fund A | 5,546,831 | 21.75 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,302,068 | 21.75 |
| Allspring Global Investments Holdings, LLC | 5,199,890 | 21.75 |
| IJH - iShares Core S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,114,025 | 21.75 |
| State Street Corp | 4,903,059 | 21.75 |
| Charles Schwab Investment Management Inc | 4,657,392 | 21.75 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,352,475 | 21.75 |
| WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class | 3,900,500 | 21.75 |
| Janus Henderson Group Plc | 3,331,731 | 21.75 |
| Royal Bank Of Canada | 3,095,476 | 21.75 |
| JATTX - Janus Henderson Triton Fund Class T | 2,894,078 | 21.75 |
| Price T Rowe Associates Inc /md/ | 2,755,648 | 0.02 |
| Geode Capital Management, Llc | 2,669,901 | 21.75 |
| SCHD - Schwab U.S. Dividend Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,522,970 | 22.01 |
| Millennium Management Llc | 2,450,946 | 21.75 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 20,510,492 | 21.75 |
| Vanguard Group Inc | 19,085,872 | 21.75 |
| Massachusetts Financial Services Co /ma/ | 11,080,205 | 21.75 |
| Jpmorgan Chase & Co | 5,933,749 | 21.75 |
| Harris Associates L P | 5,600,304 | 21.75 |
| MVCAX - MFS Mid Cap Value Fund A | 5,546,831 | 21.75 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,302,068 | 21.75 |
| Allspring Global Investments Holdings, LLC | 5,199,890 | 21.75 |
| IJH - iShares Core S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,114,025 | 21.75 |
| State Street Corp | 4,903,059 | 21.75 |
| Charles Schwab Investment Management Inc | 4,657,392 | 21.75 |
| DVY - iShares Select Dividend ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,408,823 | 22.10 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,352,475 | 21.75 |
| WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class | 3,900,500 | 21.75 |
| Janus Henderson Group Plc | 3,331,731 | 21.75 |
| Royal Bank Of Canada | 3,095,476 | 21.75 |
| JATTX - Janus Henderson Triton Fund Class T | 2,894,078 | 21.75 |
| Price T Rowe Associates Inc /md/ | 2,755,648 | 0.02 |
| Geode Capital Management, Llc | 2,669,901 | 21.75 |
| Millennium Management Llc | 2,450,946 | 21.75 |
| Name | Shares | PPS |
|---|---|---|
| SCHD - Schwab U.S. Dividend Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,522,970 | 22.01 |
| VYM - Vanguard High Dividend Yield Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 779,192 | 21.49 |
| Gradient Investments LLC | 743,689 | 21.75 |
| PGOFX - Pioneer Select Mid Cap Growth Fund : Class A | 624,752 | 22.01 |
| SPMD - SPDR(R) Portfolio Mid Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 495,703 | 21.75 |
| PEJ - Invesco Dynamic Leisure and Entertainment ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 463,272 | 21.49 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A | 309,391 | 21.75 |
| FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 291,063 | 22.01 |
| Point72 Asset Management, L.P. | 261,268 | 21.75 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 201,631 | 21.49 |
| SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 102,838 | 21.49 |
| USCAX - Small Cap Stock Fund Shares | 101,380 | 21.49 |
| Raymond James Financial Services Advisors, Inc. | 90,987 | 21.75 |
| FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 60,457 | 21.49 |
| AIVL - WisdomTree U.S. Dividend ex-Financials Fund N/A | 41,592 | 21.76 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,831 | 21.49 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K | 19,804 | 21.76 |
| IQSM - IQ Candriam ESG U.S. Mid Cap Equity ETF | 15,678 | 21.50 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 | 15,018 | 21.77 |
| TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A | 11,410 | 21.47 |
| Name | Shares | PPS |
|---|---|---|
| DVY - iShares Select Dividend ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,408,823 | 22.10 |
| Millennium Management Llc | 2,450,946 | 21.75 |
| DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,052,992 | 22.10 |
| DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 622,228 | 22.10 |
| FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 469,026 | 22.10 |
| DFAS - Dimensional U.S. Small Cap ETF | 448,629 | 22.10 |
| Citadel Advisors Llc | 288,100 | 21.75 |
| Barclays Plc | 271,122 | 0.02 |
| UBS Group AG | 230,706 | 21.75 |
| FSPGX - Fidelity Large Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 111,530 | 22.10 |
| Walleye Capital LLC | 94,000 | 21.74 |
| ADPV - Adaptiv Select ETF | 87,632 | 22.10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,210 | 22.10 |
| NAWGX - Voya Global Equity Fund Class A | 47,674 | 22.11 |
| PEAK6 Investments LLC | 44,100 | 21.75 |
| IMC-Chicago, LLC | 41,900 | 21.74 |
| Bnp Paribas Arbitrage, Sa | 36,198 | 21.74 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio | 31,369 | 22.63 |
| True Signal Lp | 17,420 | 22.62 |
| Boenning & Scattergood, Inc. | 14,710 | |
| TAAAX - Thrivent Aggressive Allocation Fund Class A | 11,857 | 22.10 |
| Pendal Group Ltd | 9,607 | 22.59 |
| FLAPX - Fidelity Flex Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,236 | 22.15 |
| VASFX - Vanguard Alternative Strategies Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,252 | 22.34 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund | 4,006 | 22.72 |
| CoreCap Advisors, LLC | 2,195 | 22.78 |
| Cribstone Capital Management, LLC | 300 | 23.33 |
| Brookfield Asset Management Inc. | ||
| TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class | ||
| Pathstone Family Office, Llc | ||
| MLPIX - Mid-cap Value Profund Investor Class | ||
| Selective Wealth Management, Inc. | ||
| Hudock, Inc. | ||
| Professional Financial Advisors, LLC | ||
| Symmetry Investments LP | ||
| Maverick Capital Ltd | ||
| XTX Topco Ltd | ||
| Bank Of Montreal /can/ | ||
| Crewe Advisors LLC | ||
| Metropolitan Life Insurance Co/ny | ||
| Jefferies Group LLC | ||
| Point72 Hong Kong Ltd | ||
| SG Americas Securities, LLC | ||
| Focused Wealth Management, Inc | ||
| FNY Investment Advisers, LLC | ||
| HAP Trading, LLC | ||
| Nomura Holdings Inc | ||
| Burleson & Company, LLC | ||
| Carolinas Wealth Consulting Llc | ||
| Goodwin Investment Advisory | ||
| Holocene Advisors, LP | ||
| Aquatic Capital Management LLC | ||
| Machina Capital S.a.s. | ||
| Evoke Wealth, Llc | ||
| Clear Street Markets Llc | ||
| Bayesian Capital Management, LP | ||
| Susquehanna Fundamental Investments, Llc | ||
| Petrus Trust Company, LTA | ||
| Norges Bank | ||
| VWUSX - Vanguard U.S. Growth Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| One68 Global Capital, LLC | ||
| Transamerica Financial Advisors, Inc. | ||
| OMFL - Invesco Russell 1000(R) Dynamic Multifactor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| MML Series Investment Fund II - MML Equity Rotation Fund Class II | ||
| Wells Fargo & Company/mn | ||
| Penserra Capital Management LLC | ||
| Fortis Capital Advisors, LLC | ||
| Seven Eight Capital, Lp | ||
| VSTCX - Vanguard Strategic Small-Cap Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Capula Management Ltd | ||
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial | ||
| Sound Income Strategies, LLC | ||
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 | ||
| Rockefeller Capital Management L.P. | ||
| Putnam Investments Llc | ||
| Quantbot Technologies LP | ||
| Hoey Investments, Inc | ||
| Segall Bryant & Hamill, Llc | ||
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A | ||
| Guardian Wealth Advisors, LLC | ||
| Thomas J. Herzfeld Advisors, Inc. | ||
| CYPIX - Consumer Services Ultrasector Profund Investor Class | ||
| Twinbeech Capital Lp | ||
| Cutler Group LP | ||
| Davidson Kempner Capital Management Lp | ||
| Edgestream Partners, L.P. | ||
| PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares | ||
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares | ||
| MRP Capital Investments, LLC | ||
| Assenagon Asset Management S.A. | ||
| PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares | ||
| Farmers & Merchants Trust Co of Long Beach | ||
| Algert Global Llc | ||
| PSI Advisors, LLC | ||
| VSEQX - Vanguard Strategic Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Ellevest, Inc. | ||
| Voloridge Investment Management, Llc | ||
| Canada Pension Plan Investment Board | ||
| Philadelphia Trust Co | ||
| Sageworth Trust Co | ||
| Natixis | ||
| QCSCRX - Social Choice Account Class R1 | ||
| Shay Capital LLC | ||
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares | ||
| Concentric Capital Strategies, LP | ||
| Kestra Advisory Services, LLC | ||
| Steward Financial Group LLC | ||
| K.J. Harrison & Partners Inc | ||
| Bridgewater Associates, LP | ||
| AdvisorNet Financial, Inc | ||
| GATEX - Gateway Fund Class A Shares | ||
| Ubs Oconnor Llc | ||
| Axq Capital, Lp | ||
| ISAM Funds (UK) Ltd | ||
| PBSM - Invesco PureBeta MSCI USA Small Cap ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| QBDSX - Quantified Managed Income Fund Investor Class Shares | ||
| Profunds - Profund Vp Consumer Services | ||
| GFSYX - Strategic Alternatives Fund Institutional | ||
| Point72 Middle East FZE | ||
| Money Concepts Capital Corp | ||
| Chimera Capital Management LLC | ||
| TISCX - TIAA-CREF Social Choice Equity Fund Institutional Class | ||
| Jag Capital Management, Llc | ||
| Schubert & Co | ||
| PNBAX - Virtus NFJ Large-Cap Value Fund A | ||
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio | ||
| Shelton Capital Management | ||
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class | 22.07 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| DFAC - Dimensional U.S. Core Equity 2 ETF | 395,667 | 21.49 | 412,800 | 22.10 |
| DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 363,034 | 21.49 | 363,034 | 22.10 |
| VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 235,719 | 21.49 | 260,043 | 22.10 |
| FXD - First Trust Consumer Discretionary AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 184,867 | 21.49 | 154,971 | 22.10 |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 142,274 | 21.49 | 143,733 | 22.10 |
| TIEIX - TIAA-CREF Equity Index Fund Institutional Class | 138,690 | 21.49 | 138,690 | 22.10 |
| FMUAX - Federated Muni and Stock Advantage Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 125,552 | 21.49 | 125,552 | 22.10 |
| SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 124,323 | 21.49 | 144,215 | 22.10 |
| PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares | 120,710 | 21.49 | 123,083 | 22.10 |
| DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 106,940 | 21.49 | 112,635 | 22.10 |
| PMSSX - MidCap S&P 400 Index Fund R-1 | 95,831 | 21.49 | 100,541 | 22.10 |
| Sendero Wealth Management, LLC | 95,271 | 20.40 | 87,712 | 21.75 |
| VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93,538 | 21.49 | 84,941 | 22.10 |
| BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 87,790 | 21.49 | 94,689 | 22.10 |
| FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 83,463 | 21.49 | 71,578 | 22.10 |
| TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class | 80,670 | 21.49 | 81,227 | 22.10 |
| SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,394 | 21.49 | 75,807 | 22.10 |
| NUSC - Nuveen ESG Small-Cap ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,887 | 21.48 | 119,913 | 22.10 |
| SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,823 | 21.49 | 76,568 | 22.10 |
| JVAL - JPMorgan U.S. Value Factor ETF | 60,256 | 21.49 | 57,400 | 22.11 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| International Assets Investment Management, Llc | 2,519 | 20.25 | 0 | |
| MDPIX - Mid-cap Profund Investor Class | 214 | 23.36 | 771 | 22.05 |
| JCTR - JPMorgan Carbon Transition U.S. Equity ETF | 212 | 23.58 | 200 | 20.00 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|---|
| Jefferies Group LLC | 0 |
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Cutler Group LP | 0 |
| Wells Fargo & Company/mn | 0 |
| Name | Previous Calls |
|---|---|
| HAP Trading, LLC | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
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|---|
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|---|
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|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Massmutual Trust Co Fsb/adv | 178 | 22.47 |
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Sendero Wealth Management, LLC | 95,271 | 20.40 | 87,712 | 21.75 |
| First Community Trust Na | 350 | 20.00 | 350 | 22.86 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| International Assets Investment Management, Llc | 2,519 | 20.25 | 0 |
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