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 | 702 | 3654.00 | 52.73 | 1314.23 |
| Previous Quarter | 773 | 54.00 | 53.22 | 53.76 |
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 | 37 | 185 | 332 | 172 | 159 | 233 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 4 | 0 | 2 | 4 | 1 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 7 | 0 | 3 | 3 | 3 | 6 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 0 | 0 | 1 | 43 | 16 | 23 |
| 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 | 1 | 0 | 0 | 1 |
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 | 9,378,246 | 30.75 | 52.83 | 4,741,998 | 15.55 | 53.25 |
| Previous Quarter | 9,821,834 | 32.20 | 53.32 | 4,983,892 | 16.34 | 53.64 |
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. | 5,428,900 | 52.70 |
| Vanguard Group Inc | 2,383,176 | 52.70 |
| Cooke & Bieler Lp | 2,346,322 | 52.70 |
| IJR - iShares Core S&P 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 | 2,259,614 | 52.70 |
| Dimensional Fund Advisors Lp | 2,107,604 | 0.05 |
| Fisher Asset Management, LLC | 1,686,074 | 0.05 |
| Lsv Asset Management | 1,241,415 | 0.05 |
| State Street Corp | 1,108,772 | 52.70 |
| Goldman Sachs Group Inc | 1,096,728 | 52.70 |
| Punch Card Management L.P. | 996,573 | 52.70 |
| 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 | 888,369 | 52.70 |
| Oxford Financial Group Ltd | 747,839 | 52.70 |
| IWM - iShares Russell 2000 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 | 684,127 | 52.70 |
| Jpmorgan Chase & Co | 637,640 | 52.70 |
| Bank Of Montreal /can/ | 574,674 | 52.99 |
| Geode Capital Management, Llc | 562,563 | 0.05 |
| William Blair Investment Management, Llc | 535,087 | 52.70 |
| Parallax Volatility Advisers, L.P. | 521,700 | 52.70 |
| Bank of New York Mellon Corp | 477,875 | 52.70 |
| Renaissance Technologies Llc | 462,200 | 0.05 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 5,522,682 | 53.21 |
| Vanguard Group Inc | 2,462,109 | 53.21 |
| Cooke & Bieler Lp | 2,329,982 | 53.21 |
| IJR - iShares Core S&P 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 | 2,316,362 | 53.21 |
| Dimensional Fund Advisors Lp | 1,886,158 | 53.21 |
| Fisher Asset Management, LLC | 1,704,127 | 53.21 |
| State Street Corp | 1,118,468 | 53.21 |
| Lsv Asset Management | 1,059,915 | 53.21 |
| Punch Card Management L.P. | 996,573 | 53.21 |
| 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 | 877,291 | 53.21 |
| Oxford Financial Group Ltd | 784,775 | 53.21 |
| IWM - iShares Russell 2000 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 | 677,584 | 53.21 |
| Jpmorgan Chase & Co | 649,638 | 53.21 |
| Bank Of Montreal /can/ | 575,919 | 54.91 |
| Goldman Sachs Group Inc | 560,545 | 53.21 |
| Geode Capital Management, Llc | 558,678 | 53.21 |
| William Blair Investment Management, Llc | 555,393 | 53.21 |
| Parallax Volatility Advisers, L.P. | 521,500 | 53.21 |
| Renaissance Technologies Llc | 477,500 | 53.21 |
| Charles Schwab Investment Management Inc | 438,693 | 53.21 |
| Name | Shares | PPS |
|---|---|---|
| SDVY - First Trust SMID Cap Rising Dividend Achievers ETF 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 | 175,241 | 52.70 |
| Arrowstreet Capital, Limited Partnership | 67,712 | 0.06 |
| FSCFX - Strategic Advisers Small-Mid Cap 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 | 34,600 | 58.58 |
| Toroso Investments, LLC | 24,340 | 0.04 |
| FTLS - First Trust Long/Short Equity ETF 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 | 19,137 | 59.67 |
| Royce Value Trust Inc | 11,524 | 52.67 |
| Kingsview Wealth Management, LLC | 9,958 | 52.72 |
| MQS Management LLC | 7,983 | 52.74 |
| Inspire Advisors, LLC | 7,897 | 52701.91 |
| Quantamental Technologies LLC | 5,906 | 52.66 |
| PAX Financial Group, LLC | 5,495 | 52.78 |
| Occudo Quantitative Strategies Lp | 5,177 | 52.73 |
| CI Private Wealth, LLC | 5,003 | 52.77 |
| Lakewood Asset Management LLC | 4,837 | 52.72 |
| TT International Asset Management LTD | 4,637 | |
| FALCX - Strategic Advisers Large Cap 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 | 4,560 | 58.55 |
| Pictet Asset Management Sa | 4,112 | |
| Clear Street Markets Llc | 3,681 | |
| DTD - WisdomTree U.S. Total Dividend Fund N/A | 3,364 | 52.62 |
| New Vernon Capital Holdings II LLC | 3,188 | 52.70 |
| Name | Shares | PPS |
|---|---|---|
| ExodusPoint Capital Management, LP | 350,890 | 53.21 |
| IWO - iShares Russell 2000 Growth 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 | 268,398 | 54.03 |
| WMCVX - Wasatch Small Cap Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 | 219,475 | 54.03 |
| RYSEX - Royce Special Equity Fund Investment Class | 218,000 | 54.03 |
| Wolverine Asset Management Llc | 128,100 | 53.21 |
| PENNX - Royce Pennsylvania Mutual Fund Investment Class | 113,253 | 48.56 |
| Wolverine Trading, Llc | 108,100 | 53.17 |
| Wolverine Trading, Llc | 108,100 | 53.17 |
| Wolverine Trading, Llc | 108,100 | 53.17 |
| D. E. Shaw & Co., Inc. | 105,557 | 53.21 |
| Farmer Steven Patrick | 98,886 | 48.56 |
| Parametric Portfolio Associates Llc | 93,519 | 54.03 |
| KSDVX - Keeley Small Cap Dividend Value Fund Class A | 76,072 | 48.56 |
| MNNAX - Victory Munder Multi-Cap Fund Class A | 65,000 | 54.03 |
| Paloma Partners Management Co | 60,000 | 53.22 |
| Paloma Partners Management Co | 60,000 | 53.22 |
| Tudor Investment Corp Et Al | 54,804 | 53.21 |
| ARGI Investment Services, LLC | 54,296 | 53.21 |
| SRVEX - Victory Diversified Stock Fund Class A | 45,072 | 53.18 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 41,600 | 54.04 |
| Winton Capital Group Ltd | 37,996 | 53.22 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 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 | 34,713 | 54.04 |
| Walker Asset Management, LLC | 34,100 | 51.67 |
| 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 | 33,958 | 53.18 |
| DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii 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 | 27,135 | 53.18 |
| VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional 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 | 24,816 | 49.44 |
| Virginia Retirement Systems Et Al | 22,700 | 54.01 |
| Boulder Hill Capital Management Lp | 22,600 | 53.23 |
| Hrt Financial Lp | 20,156 | 53.19 |
| Capstone Investment Advisors, Llc | 20,000 | 53.20 |
| Verition Fund Management LLC | 17,712 | 53.18 |
| Los Angeles Capital Management Llc | 17,303 | 53.23 |
| Amalgamated Financial Corp. | 16,255 | 54.01 |
| VMNFX - Vanguard Market Neutral 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 | 15,874 | 54.05 |
| Algert Global Llc | 15,254 | 53.23 |
| VFVA - Vanguard U.S. Value Factor ETF 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 | 14,950 | 49.43 |
| SG3 Management, LLC | 14,000 | 53.21 |
| Alphacrest Capital Management Llc | 13,380 | 53.21 |
| Quadrature Capital Ltd | 13,365 | 53.20 |
| PGMIX - JPMorgan Market Expansion Enhanced Index Fund Class I | 12,400 | 54.03 |
| JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) | 11,862 | 54.04 |
| Cutler Group LP | 10,800 | 9.81 |
| SENT - AdvisorShares Alpha DNA Equity Sentiment ETF | 9,383 | 48.60 |
| USCAX - Small Cap Stock Fund Shares | 8,415 | 60.37 |
| FECGX - Fidelity Small 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 | 8,204 | 54.00 |
| FORA Capital, LLC | 7,844 | |
| BOGIX - Bogle Investment Management Small Cap Growth Fund | 7,800 | 49.49 |
| Point72 Hong Kong Ltd | 7,569 | 53.24 |
| Exchange Traded Concepts, Llc | 7,000 | 53.14 |
| Man Group plc | 6,995 | 53.18 |
| SSVSX - Victory Special Value Fund Class A | 6,885 | 53.16 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB | 6,128 | 54.01 |
| Engineers Gate Manager LP | 5,787 | 53.22 |
| FLMFX - MUIRFIELD FUND Retail Class | 5,444 | 54.00 |
| SPWIX - Simt Small Cap Growth Fund Class I | 5,121 | 54.09 |
| CX Institutional | 5,093 | 53.21 |
| PNASX - SmallCap Growth Fund I R-1 | 4,948 | 53.15 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) | 4,809 | 54.07 |
| Qube Research & Technologies Ltd | 4,671 | 53.31 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I | 4,579 | 53.94 |
| Hsbc Holdings Plc | 4,531 | 54.07 |
| BBGSX - Bridge Builder Small/Mid Cap Growth Fund | 4,510 | 54.10 |
| Mml Investors Services, Llc | 4,301 | 53.24 |
| Verdence Capital Advisors LLC | 4,088 | 53.33 |
| MCJAX - MM Russell 2000 Small Cap Index Fund Class A | 2,591 | 54.03 |
| PIBAX - PGIM BALANCED FUND Class A | 2,200 | 48.64 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P | 2,032 | 54.13 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 1,896 | 60.13 |
| Dupont Capital Management Corp | 1,740 | 53.45 |
| FLDFX - BALANCED FUND Retail Class | 1,584 | 54.29 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B | 980 | 54.08 |
| DTSGX - Small Company Growth Portfolio Investment Class | 907 | 54.02 |
| BKSE - BNY Mellon US Small Cap Core Equity ETF | 688 | 53.78 |
| SSCYX - Small Capitalization Portfolio Class A | 578 | 50.17 |
| FLDGX - DYNAMIC ALLOCATION FUND Retail Class | 416 | 52.88 |
| FTDS - First Trust Total US Market AlphaDEX ETF 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 | 167 | 53.89 |
| Ellis Investment Partners, LLC | 98 | 51.02 |
| FLDOX - MODERATE ALLOCATION FUND Retail Class | 76 | 52.63 |
| Meeder Asset Management Inc | 71 | 56.34 |
| DMRS - DeltaShares S&P 600 Managed Risk ETF | 62 | 48.39 |
| Providence First Trust Co | 60 | 50.00 |
| Private Capital Group, LLC | 43 | 46.51 |
| Signaturefd, Llc | 43 | 46.51 |
| Guardian Wealth Advisors, LLC | 30 | 66.67 |
| Hartland & Co., LLC | 23 | 43.48 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity | 8 | |
| Federated Hermes, Inc. | 1 | 1000.00 |
| C M Bidwell & Associates Ltd | ||
| CIBC Asset Management Inc | ||
| Mach-1 Financial Group, Inc. | ||
| Stephens Inc /ar/ | ||
| Alpha DNA Investment Management LLC | ||
| Wasatch Advisors Inc | ||
| Tcwp Llc | ||
| Prospera Financial Services Inc | ||
| Wellington Management Group Llp | ||
| Lido Advisors, LLC | ||
| Euclidean Technologies Management, LLC | ||
| Profund Advisors Llc | ||
| Scopus Asset Management, L.p. | ||
| Oppenheimer & Co Inc | ||
| ADANX - AQR Diversified Arbitrage Fund Class N | ||
| Vahanian & Associates Financial Planning Inc. | ||
| Foundry Partners, LLC | ||
| Jacobs Levy Equity Management, Inc | ||
| Change Path, LLC | ||
| O'shaughnessy Asset Management, Llc | ||
| K2 Principal Fund, L.p. | ||
| Ellevest, Inc. | ||
| Emerald Advisers, Llc | ||
| Kaizen Financial Strategies | ||
| B. Metzler seel. Sohn & Co. AG | ||
| Gemmer Asset Management LLC | ||
| Jackson Creek Investment Advisors LLC | ||
| Monarch Partners Asset Management LLC | ||
| Jacobi Capital Management LLC | ||
| Zacks Investment Management | ||
| Harel Insurance Investments & Financial Services Ltd. | ||
| Cresset Asset Management, LLC | ||
| Wedge Capital Management L L P/nc | ||
| Dixon Hughes Goodman Wealth Advisors LLC | ||
| Signet Financial Management, Llc | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| Beacon Capital Management, LLC | ||
| Robeco Institutional Asset Management B.V. | ||
| Verity Asset Management, Inc. | ||
| Cetera Advisor Networks LLC | ||
| Natixis | ||
| Corton Capital Inc. | ||
| Whittier Trust Co | ||
| EFG Asset Management (North America) Corp. | ||
| Mount Vernon Associates Inc /md/ | ||
| Summit Global Investments | ||
| Riverview Trust Co | ||
| Steward Financial Group LLC | ||
| Emerald Mutual Fund Advisers Trust | ||
| Dynamic Technology Lab Private Ltd | ||
| Gsa Capital Partners Llp | ||
| Money Concepts Capital Corp | ||
| Eaton Vance Management | ||
| DMG Group, LLC | ||
| Marshall Wace, Llp | ||
| Atlas Private Wealth Advisors | ||
| Sageworth Trust Co of South Dakota | ||
| Macroview Investment Management Llc | ||
| Sageworth Trust Co | ||
| RidgeWorth Capital Management LLC | ||
| Blueshift Asset Management, LLC | ||
| Koshinski Asset Management, Inc. | ||
| Geneos Wealth Management Inc. | ||
| First Hawaiian Bank | ||
| Bayesian Capital Management, LP | ||
| Vontobel Holding Ltd. | ||
| Patriot Financial Group Insurance Agency, LLC | ||
| AE Wealth Management LLC | ||
| Huntington National Bank | ||
| J.w. Cole Advisors, Inc. | ||
| Islay Capital Management, Llc | ||
| Jefferies Group LLC | ||
| Skandinaviska Enskilda Banken AB (publ) | ||
| Neo Ivy Capital Management | ||
| Schroder Investment Management Group | ||
| Two Sigma Investments, Lp | ||
| Cordant, Inc. | ||
| Campbell & CO Investment Adviser LLC | ||
| Tarbox Family Office, Inc. | ||
| Duality Advisers, Lp | ||
| Fieldpoint Private Securities, LLC | ||
| Crossmark Global Holdings, Inc. | ||
| Confluence Wealth Services, Inc. | ||
| Bridgewater Advisors Inc. | ||
| Panagora Asset Management Inc | ||
| Delphia (USA) Inc. | ||
| Everence Capital Management Inc | ||
| Caption Management, LLC | ||
| J. Goldman & Co LP | ||
| Northern Oak Wealth Management Inc | ||
| Dark Forest Capital Management Lp | ||
| Byrne Asset Management LLC | ||
| XTX Topco Ltd | ||
| PDT Partners, LLC | ||
| Atom Investors LP | ||
| Aubrey Capital Management Ltd | ||
| Psagot Value Holdings Ltd. / (Israel) | ||
| LEQAX - LoCorr Dynamic Equity Fund Class A | 48.52 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 5,428,900 | 52.70 | 5,522,682 | 53.21 |
| Vanguard Group Inc | 2,383,176 | 52.70 | 2,462,109 | 53.21 |
| Cooke & Bieler Lp | 2,346,322 | 52.70 | 2,329,982 | 53.21 |
| IJR - iShares Core S&P 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 | 2,259,614 | 52.70 | 2,316,362 | 53.21 |
| Dimensional Fund Advisors Lp | 2,107,604 | 0.05 | 1,886,158 | 53.21 |
| Fisher Asset Management, LLC | 1,686,074 | 0.05 | 1,704,127 | 53.21 |
| Lsv Asset Management | 1,241,415 | 0.05 | 1,059,915 | 53.21 |
| State Street Corp | 1,108,772 | 52.70 | 1,118,468 | 53.21 |
| Goldman Sachs Group Inc | 1,096,728 | 52.70 | 560,545 | 53.21 |
| Punch Card Management L.P. | 996,573 | 52.70 | 996,573 | 53.21 |
| 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 | 888,369 | 52.70 | 877,291 | 53.21 |
| Oxford Financial Group Ltd | 747,839 | 52.70 | 784,775 | 53.21 |
| IWM - iShares Russell 2000 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 | 684,127 | 52.70 | 677,584 | 53.21 |
| Jpmorgan Chase & Co | 637,640 | 52.70 | 649,638 | 53.21 |
| Bank Of Montreal /can/ | 574,674 | 52.99 | 575,919 | 54.91 |
| Geode Capital Management, Llc | 562,563 | 0.05 | 558,678 | 53.21 |
| William Blair Investment Management, Llc | 535,087 | 52.70 | 555,393 | 53.21 |
| Parallax Volatility Advisers, L.P. | 521,700 | 52.70 | 521,500 | 53.21 |
| Bank of New York Mellon Corp | 477,875 | 52.70 | 393,863 | 53.21 |
| Renaissance Technologies Llc | 462,200 | 0.05 | 477,500 | 53.21 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| CALF - Pacer US Small Cap Cash Cows 100 ETF | 459,386 | 63.68 | 138,649 | 60.37 |
| DFSVX - U.s. Small Cap Value 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 | 449,201 | 63.68 | 196,179 | 60.37 |
| Pacer Advisors, Inc. | 398,663 | 52700.00 | 222,907 | 53.21 |
| DFFVX - U.S. Targeted Value 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 | 346,934 | 63.68 | 311,531 | 60.37 |
| Norges Bank | 294,795 | 52.70 | 0 | |
| AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies 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 | 270,876 | 58.59 | 210,806 | 57.58 |
| FSSNX - Fidelity Small 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 | 246,568 | 63.68 | 243,416 | 60.37 |
| First Trust Advisors Lp | 242,467 | 52700.00 | 99,463 | 53.21 |
| 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 | 238,573 | 63.68 | 246,194 | 60.37 |
| DFSCX - U.s. Micro 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 | 191,418 | 63.68 | 170,017 | 60.37 |
| FSMAX - Fidelity Extended 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 | 160,044 | 58.59 | 164,895 | 57.58 |
| BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 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 | 155,607 | 58.59 | 145,633 | 57.58 |
| VIOO - Vanguard S&P Small-Cap 600 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 | 147,184 | 58.59 | 148,547 | 57.58 |
| SCHA - Schwab U.S. Small-Cap 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 | 132,883 | 58.59 | 128,526 | 57.58 |
| Wolverine Asset Management Llc | 128,200 | 52700.00 | 128,100 | 53.21 |
| FNDA - Schwab Fundamental U.S. Small Company Index 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 | 126,931 | 58.59 | 118,399 | 57.58 |
| NMSAX - Columbia Small Cap Index Fund Class A | 120,408 | 58.59 | 128,325 | 57.58 |
| TEMGX - Templeton Global Smaller Companies Fund Class A | 86,227 | 58.59 | 86,227 | 57.58 |
| 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 | 85,156 | 63.68 | 85,156 | 60.37 |
| Brandywine Global Investment Management, LLC | 83,391 | 52700.00 | 79,379 | 53.21 |
| Name | Current Puts |
|---|---|
| Sandler Capital Management | 200,000 |
| Readystate Asset Management Lp | 20,000 |
| Portman Square Capital LLP | 4,700 |
| CenterStar Asset Management, LLC | 0 |
| Name | Current Calls |
|---|
| Name |
|---|
| CPG Cooper Square International Equity, LLC |
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class |
| Name | Previous Puts |
|---|---|
| Paloma Partners Management Co | 60,000 |
| Capstone Investment Advisors, Llc | 20,000 |
| Caption Management, LLC | 0 |
| J. Goldman & Co LP | 0 |
| Name | Previous Calls |
|---|---|
| SG3 Management, LLC | 14,000 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|---|---|---|---|
| Wolverine Asset Management Llc | 100 | 128,200 | 128,100 | 0.08 |
| Parallax Volatility Advisers, L.P. | 200 | 521,700 | 521,500 | 0.04 |
| Simplex Trading, Llc | 17,300 | 76,000 | 58,700 | 29.47 |
| Connacht Asset Management LP | 17,400 | 30,000 | 12,600 | 138.10 |
| Muzinich & Co., Inc. | 30,000 | 30,000 | 0 | 0.00 |
| Squarepoint Ops LLC | 34,763 | 86,200 | 51,437 | 67.58 |
| Susquehanna International Group, Llp | 39,400 | 219,400 | 180,000 | 21.89 |
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| SEIAX - SIIT Multi-Asset Real Return Fund - Class A |
| PASIX - PACE Alternative Strategies Investments Class A |
| HDGE - AdvisorShares Ranger Equity Bear ETF |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|---|---|---|---|
| PEAK6 Investments LLC | 24,400 | 39,400 | 63,800 | -38.24 |
| Two Sigma Securities, Llc | 9,700 | 6,600 | 16,300 | -59.51 |
| Cutler Group LP | 5,400 | 5,400 | 10,800 | -50.00 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Citadel Advisors Llc | 72,000 | 315,800 | 387,800 | -18.57 |
| Jane Street Group, Llc | 49,000 | 178,400 | 227,400 | -21.55 |
| Group One Trading, L.p. | 23,300 | 60,200 | 83,500 | -27.90 |
| Name |
|---|
| SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
| GFSYX - Strategic Alternatives Fund Institutional |
| SSIJX - American Beacon SSI Alternative Income Fund Institutional Class |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone 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 |
| ARBIX - Absolute Convertible Arbitrage Fund Institutional Shares |
| MSTVX - Morningstar Alternatives Fund |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| MetLife Investment Management, LLC | 15,514 | 52.73 | 16,774 | 53.24 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| CALF - Pacer US Small Cap Cash Cows 100 ETF | 459,386 | 63.68 | 138,649 | 60.37 |
| DFSVX - U.s. Small Cap Value 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 | 449,201 | 63.68 | 196,179 | 60.37 |
| DFFVX - U.S. Targeted Value 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 | 346,934 | 63.68 | 311,531 | 60.37 |
| FSSNX - Fidelity Small 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 | 246,568 | 63.68 | 243,416 | 60.37 |
| 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 | 238,573 | 63.68 | 246,194 | 60.37 |
| DFSCX - U.s. Micro 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 | 191,418 | 63.68 | 170,017 | 60.37 |
| 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 | 85,156 | 63.68 | 85,156 | 60.37 |
| SWSSX - Schwab Small-Cap 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 | 67,410 | 63.68 | 71,745 | 60.37 |
| 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 | 59,273 | 63.69 | 59,273 | 60.36 |
| FYX - First Trust Small Cap Core 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 | 46,913 | 63.67 | 49,174 | 60.38 |
| DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares | 44,290 | 63.67 | 58,077 | 53.19 |
| TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class | 40,384 | 63.69 | 44,672 | 60.37 |
| SWSCX - Schwab Small-Cap Equity 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 | 38,620 | 63.67 | 48,238 | 60.37 |
| PSAPX - SmallCap S&P 600 Index Fund R-1 | 37,673 | 63.68 | 41,637 | 60.38 |
| 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 | 36,274 | 63.68 | 39,542 | 60.37 |
| 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 | 36,108 | 63.67 | 34,060 | 60.36 |
| 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 | 35,994 | 63.68 | 34,183 | 60.38 |
| TIEIX - TIAA-CREF Equity Index Fund Institutional Class | 24,358 | 63.68 | 24,358 | 60.35 |
| FYT - First Trust Small Cap Value 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 | 21,915 | 63.70 | 26,790 | 60.36 |
| 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 | 15,388 | 63.69 | 15,388 | 60.37 |
| FOVAX - First Trust/Confluence Small Cap Value Fund Class A 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 | 14,208 | 63.70 | 17,708 | 60.37 |
| BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 13,252 | 63.69 | 12,490 | 60.37 |
| 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 | 12,509 | 63.71 | 13,374 | 60.34 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 | 12,133 | 63.71 | 10,238 | 60.36 |
| FZILX - Fidelity ZERO International 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 | 10,148 | 63.66 | 9,992 | 60.35 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value 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 | 8,637 | 63.68 | 8,264 | 60.38 |
| FZIPX - Fidelity ZERO Extended 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 | 7,479 | 63.64 | 7,837 | 60.35 |
| FDIS - Fidelity MSCI Consumer Discretionary Index ETF 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 | 7,152 | 63.62 | 10,677 | 60.41 |
| TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 | 5,490 | 63.75 | 7,520 | 60.37 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 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 | 5,225 | 63.73 | 5,225 | 60.29 |
| FAB - First Trust Multi Cap Value 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 | 4,506 | 63.69 | 4,317 | 60.46 |
| ISCV - iShares Morningstar Small-Cap Value 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 | 3,889 | 63.77 | 4,228 | 60.31 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 | 3,422 | 63.71 | 3,439 | 60.48 |
| ISCG - iShares Morningstar Small-Cap Growth 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 | 3,411 | 63.62 | 2,961 | 60.45 |
| FLXSX - Fidelity Flex Small 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 | 3,408 | 63.67 | 3,411 | 60.39 |
| JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF | 3,214 | 63.78 | 3,915 | 60.28 |
| JSML - Janus Henderson Small Cap Growth Alpha ETF | 2,738 | 63.55 | 3,251 | 60.29 |
| FSMD - Fidelity Small-Mid Factor ETF 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 | 2,194 | 63.81 | 1,464 | 60.11 |
| ISCB - iShares Morningstar 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 | 1,818 | 63.81 | 2,061 | 60.16 |
| PJARX - SmallCap Value Fund II R-3 | 1,775 | 63.66 | 1,639 | 60.40 |
| TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A | 1,630 | 63.80 | 1,820 | 60.44 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 | 200 | 65.00 | 85 | 58.82 |
| PQBMX - PGIM QMA US Broad Market Index Fund Class R6 | 27 | 74.07 | 47 | 63.83 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| PASIX - PACE Alternative Strategies Investments Class A |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
|---|
| MSTVX - Morningstar Alternatives Fund |