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	1,309	81.00	80.84	80.80
Previous Quarter	1,351	150.00	80.83	94.49

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	31	203	10	253	136	71
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	3	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	1	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	11	4	1	69	31	19
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	27,954,017	14.57	40.03	53,932,425	28.10	80.81
Previous Quarter	13,845,612	7.21	80.84	53,743,816	28.00	80.22

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	27,334,613	80.84
VANGUARD GROUP INC	26,318,273
BlackRock Inc.	14,112,099
BlackRock Inc.	13,839,499	80.84
State Street Corp	9,572,789	81.84
VGSIX - Vanguard Real Estate Index Fund Investor Shares	8,942,215	80.77
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	5,504,120	80.84
Jpmorgan Chase & Co	4,930,341	80.84
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares	4,327,985	80.84
Geode Capital Management, Llc	3,159,890	80.75
Dimensional Fund Advisors Lp	2,546,592	80.84
VEXMX - Vanguard Extended Market Index Fund Investor Shares	2,536,704	80.84
Legal & General Group Plc	2,096,531	80.84
Charles Schwab Investment Management Inc	1,915,703	80.84
VMVIX - Vanguard Mid-Cap Value Index Fund Investor Shares	1,600,558	80.84
UBS Group AG	1,595,104	80.84
VIVAX - Vanguard Value Index Fund Investor Shares	1,581,290	80.84
Massachusetts Financial Services Co /ma/	1,562,702	80.84
Northern Trust Corp	1,504,559	80.84
Morgan Stanley	1,456,380	80.84

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	27,334,613	80.84
BlackRock Inc.	13,839,499	80.84
State Street Corp	9,572,789	81.84
VGSIX - Vanguard Real Estate Index Fund Investor Shares	8,827,083	77.60
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	5,504,120	80.84
Jpmorgan Chase & Co	4,930,341	80.84
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares	4,327,985	80.84
Geode Capital Management, Llc	3,159,890	80.75
Dimensional Fund Advisors Lp	2,546,592	80.84
VEXMX - Vanguard Extended Market Index Fund Investor Shares	2,536,704	80.84
Legal & General Group Plc	2,096,531	80.84
Charles Schwab Investment Management Inc	1,915,703	80.84
VMVIX - Vanguard Mid-Cap Value Index Fund Investor Shares	1,600,558	80.84
UBS Group AG	1,595,104	80.84
VIVAX - Vanguard Value Index Fund Investor Shares	1,581,290	80.84
Massachusetts Financial Services Co /ma/	1,562,702	80.84
Northern Trust Corp	1,504,559	80.84
Morgan Stanley	1,456,380	80.84
Ubs Asset Management Americas Inc	1,434,469	80.84
Commonwealth Equity Services, Llc	1,403,219	80.84

Recent Quarter Analysis

Recent Quarter 31 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	26,318,273
VMNVX - Vanguard Global Minimum Volatility Fund Admiral Shares	45,705	80.78
Triasima Portfolio Management inc.	31,855	82.84
FNILX - Fidelity ZERO Large Cap Index Fund	27,958	80.76
Stratos Wealth Advisors, LLC	24,339	82.87
NAWGX - Voya Global Equity Fund Class A	20,630	80.76
GoalVest Advisory LLC	8,721	82.10
Old National Bancorp /in/	8,494	82.88
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A	8,063	84.09
Dimensional ETF Trust - Dimensional US Real Estate ETF	8,005	80.82
Claraphi Advisory Network, LLC	4,287	82.81
HRLIX - The Hartford Global Real Asset Fund Class I	3,002	80.61
Bft Financial Group, Llc	2,956	82.88
RGEAX - Global Equity Fund Class A	2,844	80.87
Headinvest, Llc	2,814	80.67
Castle Rock Wealth Management, LLC	2,715	81.03
XR Securities LLC	2,606	82.89
Family Legacy, Inc.	2,442	82.31
Brandywine Oak Private Wealth Llc	2,419	82.68
SignalPoint Asset Management, LLC	2,417	82.75

Recent Quarter 203 Institutes closed out their positions

Name	Shares	PPS
UBS Group AG	1,595,104	80.84
Twin Tree Management, LP	399,700	80.84
HighPoint Advisor Group LLC	39,838	73.05
Aaron Wealth Advisors LLC	34,033	12.37
Sonora Investment Management, LLC	30,046	73.05
V Wealth Advisors LLC	18,928	80.83
Capital Fund Management S.a.	10,200	80.88
New England Investment & Retirement Group, Inc.	10,070	73.09
Two Sigma Securities, Llc	9,600	80.83
First Midwest Bank Trust Division	9,500	82.11
Marshall Wace North America L.P.	6,900	73.04
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A	6,422	73.03
Mid Atlantic Financial Management Inc/adv	6,333	73.11
Knott David M	6,000	73.00
GARJX - Goldman Sachs Global Real Estate Securities Fund Investor Shares	5,639	73.06
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES	5,236	77.54
World Asset Management Inc	4,767	73.00
Cascadia Advisory Services, LLC	3,784	72.94
Ameritas Investment Corp	3,562
CRBN - iShares MSCI ACWI Low Carbon Target ETF	3,156	77.00
Financial Connections Group, Inc.	2,935	80.75
MAI Capital Management	2,910	80.76
IBM Retirement Fund	2,847	80.79
Headinvest, Llc	2,814	80.67
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A	2,694	73.13
Arkadios Wealth Advisors	2,643
IFP Advisors, Inc	2,446	82.58
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A	2,142	72.83
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a)	1,896	72.78
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A	1,756	72.89
Money Concepts Capital Corp	1,238	80.78
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3	724	77.35
Filbrandt Wealth Management, LLC	717	72.52
Reilly Financial Advisors, Llc	672	81.85
Paladin Advisory Group, LLC	598	80.27
RNMC - Mid Cap US Equity Select ETF	566	72.44
RPGAX - T. Rowe Price Global Allocation Fund, Inc.	535	76.64
Carroll Financial Associates, Inc.	400	80.00
Investors Research Corp	232	81.90
Future Financial Wealth Managment LLC	200	80.00
Byrne Asset Management LLC	150	80.00
Berman Capital Advisors, LLC	90	66.67
Heritage Wealth Management, Llc	80	75.00
Wealth Quarterback LLC	21
Valley National Advisers Inc	18	55.56
Exane Derivatives	17	58.82
Red Door Wealth Management, LLC
Eii Capital Management, Inc.
Delta Asset Management Llc/tn
Unigestion Holding SA
Bridgefront Capital, LLC
Pinz Capital Management, LP
Caas Capital Management Lp
Laurion Capital Management LP
Perigon Wealth Management, LLC
THMAX - Thrivent Moderate Allocation Fund Class A
Federated Hermes, Inc.
Emerald Investment Partners, Llc
OneAscent Wealth Management LLC
Monumental Financial Group Inc.
Hudock, Inc.
Enterprise Financial Services Corp
Advisor Resource Council
Grantham, Mayo, Van Otterloo & Co. LLC
Two Sigma Advisers, Lp
Bp Plc
Rodgers Brothers Inc.
Ghisallo Capital Management LLC
Quantitative Systematic Strategies LLC
Bridgewater Associates, LP
Ritholtz Wealth Management
Cary Street Partner Investment Advisory Llc
Alhambra Investment Partners LLC
Perkins Coie Trust Co
New York State Teachers Retirement System
Point72 Hong Kong Ltd
Barnett & Company, Inc.
Tudor Investment Corp Et Al
DWSH - AdvisorShares Dorsey Wright Short ETF
Campbell & CO Investment Adviser LLC
BEAM Asset Management, LLC
Carolinas Wealth Consulting Llc
Synovus Financial Corp
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
Pearl River Capital, LLC
Axa S.a.
CIBC World Markets Inc.
Winton Capital Group Ltd
Blackstone Group Inc
Cary Street Partners Asset Management Llc
Cornercap Investment Counsel Inc
CenterStar Asset Management, LLC
Selective Wealth Management, Inc.
Crescent Grove Advisors, LLC
O'shaughnessy Asset Management, Llc
Asset Dedication, LLC
Walleye Capital LLC
Mission Wealth Management, Lp
Signet Financial Management, Llc
Bartlett & Co. LLC
Vectors Research Management, LLC
Brio Consultants, LLC
Colony Capital, Inc.
Ranger Global Real Estate Advisors, LLC
Better Money Decisions, LLC
HAP Trading, LLC
Connor, Clark & Lunn Investment Management Ltd.
GFSYX - Strategic Alternatives Fund Institutional
Avion Wealth
Thompson Davis & Co., Inc.
Tudor Investment Corp Et Al
Boothbay Fund Management, Llc
Tudor Investment Corp Et Al
Norges Bank
IMWAX - Ivy ProShares MSCI ACWI Index Fund Class A
HGI Capital Management, LLC
Fox Run Management, L.l.c.
Parallax Volatility Advisers, L.P.
Jones Financial Companies Lllp
Pacitti Group Inc.
Prelude Capital Management, Llc
Maven Securities LTD
Allegheny Financial Group LTD
Sunbelt Securities, Inc.
Joseph P. Lucia & Associates, LLC
Banco Bilbao Vizcaya Argentaria, S.a.
Teza Capital Management LLC
Kowal Investment Group, LLC
Richwood Investment Advisors, LLC
Hilltop Holdings Inc.
Credit Agricole S A
Bluefin Capital Management, Llc
Rafferty Asset Management, LLC
Center for Financial Planning, Inc.
Maple Capital Management, Inc.
Jackson Creek Investment Advisors LLC
Fiduciary Planning LLC
CIBC Private Wealth Group, LLC
Telemus Capital, Llc
Colonial River Wealth Management, LLC
Caption Management, LLC
Hancock Whitney Investment Services Inc.
Meristem Family Wealth, LLC
Gyon Technologies Capital Management, LP
Weiss Multi-Strategy Advisers LLC
Quantitative Investment Management, LLC
First Command Advisory Services, Inc.
CoreFirst Bank & Trust
Verition Fund Management LLC
Mystic Asset Management, Inc.
Neo Ivy Capital Management
D'Orazio & Associates, Inc.
Old North State Trust, LLC
Capital Advisors, Ltd. LLC
Sterling Financial Planning, Inc.
FinTrust Capital Advisors, LLC
GWM Advisors LLC
Hudson Bay Capital Management LP
Pring Turner Capital Group Inc
Chilton Capital Management Llc
Brookfield Asset Management Inc.
Two Sigma Investments, Lp
Ironwood Financial, llc
Regentatlantic Capital Llc
Massmutual Trust Co Fsb/adv
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Cahill Financial Advisors Inc
Ford Financial Group, LLC
Bramshill Investments, LLC
Two Sigma Investments, Lp
Lenox Wealth Advisors, LLC
Millennium Management Llc
Alps Advisors Inc
ExodusPoint Capital Management, LP
Gerber Kawasaki Wealth & Investment Management
Two Sigma Investments, Lp
Plante Moran Financial Advisors, LLC
Capula Management Ltd
Mbb Public Markets I Llc
Blueshift Asset Management, LLC
Jefferies Group LLC
First Quadrant L P/ca
Consolidated Planning Corp
Monashee Investment Management LLC
Eagle Bay Advisors LLC
Simon Quick Advisors, Llc
Wexford Capital Lp
Financial Engines Advisors L.L.C.
Flower City Capital
CoreCap Advisors, LLC
Balyasny Asset Management Llc
Outfitter Financial LLC
Meridian Wealth Partners, LLC
Atlas Private Wealth Advisors
West Family Investments, Inc.
Fsb Premier Wealth Management, Inc.
Natixis
RPG Investment Advisory, LLC
Wagner Wealth Management, Llc
Healthcare Of Ontario Pension Plan Trust Fund
Clal Insurance Enterprises Holdings Ltd
Mark Sheptoff Financial Planning, Llc
G2 Capital Management, Llc / Oh

Recent Quarter 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BlackRock Inc.	14,112,099		13,839,499	80.84
Herold Advisors, Inc.	28,514	82.84	28,502	80840.82
Mountain Capital Investment Advisors, Inc	19,069	81.13	19,242	81.75
Flagship Private Wealth, LLC	14,775	0.07	14,771	0.07
C2C Wealth Management, LLC	13,838	83.47	11,868	85.95
Carnegie Capital Asset Management, LLC	5,411	74.66	42,053	80.85
Ignite Planners, LLC	4,602	81.27	4,577	85.21
Joel Isaacson & Co., LLC	4,284	82.87	4,284	83.57
Brookstone Capital Management	3,835	81.62	3,528	81.63
DYNF - BlackRock U.S. Equity Factor Rotation ETF	1,554	81.08	12	83.33

Recent Quarter 253 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VGSIX - Vanguard Real Estate Index Fund Investor Shares	8,942,215	80.77	8,827,083	77.60
Commonwealth Equity Services, Llc	1,423,854	82.86	1,403,219	80.84
DFREX - Dfa Real Estate Securities Portfolio - Institutional Class	1,368,353	80.77	1,379,217	77.60
VRTPX - Vanguard Real Estate II Index Fund	1,137,885	80.77	1,120,003	77.60
SCHH - Schwab U.S. REIT ETF	872,899	84.14	871,466	77.40
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares	778,943	80.77	761,497	77.60
FSMDX - Fidelity Mid Cap Index Fund	463,764	80.77	415,621	77.60
SCHM - Schwab U.S. Mid-Cap ETF	462,638	84.14	444,482	77.40
REET - iShares Global REIT ETF	402,135	80.77	385,008	77.60
USRT - iShares Core U.S. REIT ETF	368,411	80.77	375,961	77.60
FSRNX - Fidelity Real Estate Index Fund	360,455	80.77	357,004	77.60
FREL - Fidelity MSCI Real Estate Index ETF	233,063	80.77	246,353	77.60
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A	229,996	80.77	220,656	77.60
Strs Ohio	228,031	82.86	234,581	80.84
Presima Inc.	224,300	82.86	318,300	80.84
Cambridge Investment Research Advisors, Inc.	215,305	82.86	214,743	80.84
Truist Financial Corp	182,734	82.86	173,249	80.84
DAVENPORT & Co LLC	179,283	82.86	181,270	80.85
Walker Asset Management, LLC	176,607	82.39	2,836	80.75
SRET - Global X SuperDividend REIT ETF	167,937	80.77	196,000	77.60

Recent Quarter 136 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
BlackRock Inc.	272,600	14,112,099		13,839,499	80.84	1.97
Walker Asset Management, LLC	173,771	176,607	82.39	2,836	80.75	6127.33
VGSIX - Vanguard Real Estate Index Fund Investor Shares	115,132	8,942,215	80.77	8,827,083	77.60	1.30
FSMDX - Fidelity Mid Cap Index Fund	48,143	463,764	80.77	415,621	77.60	11.58
FDVV - Fidelity High Dividend ETF	39,603	142,051	80.77	102,448	77.60	38.66
KTRAX - DWS Global Income Builder Fund Class A	27,600	38,123	80.76	10,523	77.64	262.28
State of Alaska, Department of Revenue	21,344	137,560	82.85	116,216	80.83	18.37
Commonwealth Equity Services, Llc	20,635	1,423,854	82.86	1,403,219	80.84	1.47
SCHM - Schwab U.S. Mid-Cap ETF	18,156	462,638	84.14	444,482	77.40	4.08
VRTPX - Vanguard Real Estate II Index Fund	17,882	1,137,885	80.77	1,120,003	77.60	1.60
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares	17,446	778,943	80.77	761,497	77.60	2.29
REET - iShares Global REIT ETF	17,127	402,135	80.77	385,008	77.60	4.45
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	11,436	147,620	80.77	136,184	77.60	8.40
VT - Vanguard Total World Stock Index Fund ETF Shares	10,126	88,612	80.77	78,486	77.61	12.90
Truist Financial Corp	9,485	182,734	82.86	173,249	80.84	5.47
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A	9,340	229,996	80.77	220,656	77.60	4.23
Oak Harvest Investment Services	8,784	76,975	82.86	68,191	80.85	12.88
HBW Advisory Services LLC	8,770	14,639	82.86	5,869	80.76	149.43
FLCOX - Fidelity Large Cap Value Index Fund	7,828	50,946	80.77	43,118	77.60	18.15
PMPRX - MidCap Value Fund I R-3	7,049	14,037	80.79	6,988	77.56	100.87

Recent Quarter 71 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Presima Inc.	94,000	224,300	82.86	318,300	80.84	-29.53
Carnegie Capital Asset Management, LLC	36,642	5,411	74.66	42,053	80.85	-87.13
Exchange Traded Concepts, Llc	31,238	104,013	82.86	135,251	80.84	-23.10
Pensionfund Sabic	29,704	35,204	82.86	64,908	80.85	-45.76
SRET - Global X SuperDividend REIT ETF	28,063	167,937	80.77	196,000	77.60	-14.32
FTA - First Trust Large Cap Value AlphaDEX Fund	25,993	26,985	80.79	52,978	77.60	-49.06
Allspring Global Investments Holdings, LLC	19,481	2,958	82.49	22,439	80.80	-86.82
FESIX - Fidelity SAI Real Estate Index Fund	13,659	70,698	80.77	84,357	77.60	-16.19
FREL - Fidelity MSCI Real Estate Index ETF	13,290	233,063	80.77	246,353	77.60	-5.39
TOK - iShares MSCI Kokusai ETF	12,534	616	81.17	13,150	77.57	-95.32
DFREX - Dfa Real Estate Securities Portfolio - Institutional Class	10,864	1,368,353	80.77	1,379,217	77.60	-0.79
Pensionfund DSM Netherlands	10,000	36,800	82.85	46,800	80.83	-21.37
Excalibur Management Corp	7,752	28,094	82.86	35,846	80.85	-21.63
USRT - iShares Core U.S. REIT ETF	7,550	368,411	80.77	375,961	77.60	-2.01
Evanson Asset Management, LLC	6,976	32,484	82.87	39,460	80.84	-17.68
Strs Ohio	6,550	228,031	82.86	234,581	80.84	-2.79
EWG Elevate Inc.	4,996	86,360	82.86	91,356	80.84	-5.47
RTXAX - Tax-Managed Real Assets Fund Class A	3,677	4,328	80.87	8,005	77.58	-45.93
JPUS - JPMorgan Diversified Return U.S. Equity ETF	3,494	18,766	80.78	22,260	77.58	-15.70
Keudell/Morrison Wealth Management	2,832	4,444	82.81	7,276	80.95	-38.92

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
Tudor Investment Corp Et Al	0
HAP Trading, LLC	0
Maven Securities LTD	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Parallax Volatility Advisers, L.P.	0

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 1 Institutes Increased Short Positions

Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class

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 11 New Institutes added position

Name	Shares	PPS
Triasima Portfolio Management inc.	31,855	82.84
Stratos Wealth Advisors, LLC	24,339	82.87
Old National Bancorp /in/	8,494	82.88
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A	8,063	84.09
Family Legacy, Inc.	2,442	82.31
Brandywine Oak Private Wealth Llc	2,419	82.68
SignalPoint Asset Management, LLC	2,417	82.75
Clearwater Capital Advisors, LLC	2,413	82.88
Byrne Asset Management LLC	150	80.00
Darrow Company, Inc.	100	80.00
Urban Wealth Management, LLC	62	80.65

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
IBM Retirement Fund	2,847	80.79
Financial Connections Group, Inc.	2,935	80.75
Investors Research Corp	232	81.90
Aaron Wealth Advisors LLC	34,033	12.37

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
C2C Wealth Management, LLC	13,838	83.47	11,868	85.95

Past Week 69 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SCHH - Schwab U.S. REIT ETF	872,899	84.14	871,466	77.40
SCHM - Schwab U.S. Mid-Cap ETF	462,638	84.14	444,482	77.40
Strs Ohio	228,031	82.86	234,581	80.84
Truist Financial Corp	182,734	82.86	173,249	80.84
Walker Asset Management, LLC	176,607	82.39	2,836	80.75
SCHX - Schwab U.S. Large-Cap ETF	149,158	84.14	151,012	77.40
TruWealth Advisors, LLC	147,135	82.86	141,209	80.84
Private Capital Advisors, Inc.	143,923	82.86	141,518	80.84
Exchange Traded Concepts, Llc	104,013	82.86	135,251	80.84
SCHB - Schwab U.S. Broad Market ETF	96,796	84.14	93,340	77.41
SCHV - Schwab U.S. Large-Cap Value ETF	88,988	84.13	85,888	77.40
Demars Financial Group, LLC	72,175	82.85	73,086	80.84
Meritage Portfolio Management	49,757	82.86	49,253	80.85
Geneos Wealth Management Inc.	36,210	83.24	33,493	80.70
Weaver Consulting Group	34,265	82.85	35,665	80.84
FNDX - Schwab Fundamental U.S. Large Company Index ETF	33,699	84.13	29,715	77.40
Lakeview Capital Partners, LLC	30,777	82.85	30,417	80.84
TFG Advisers LLC	30,741	82.85	30,180	80.85
Excalibur Management Corp	28,094	82.86	35,846	80.85
ZDIVX - Zacks Dividend Fund Investor Class	24,665	84.13	21,565	77.39
Wealthfront Advisers Llc	24,101	82.86	19,295	80.85
Alpha Omega Wealth Management LLC	17,482	82.89	17,373	80.82
Beacon Investment Advisory Services, Inc.	14,870	82.85	13,540	80.80
Aurora Private Wealth, Inc.	13,978	82.84	13,989	80.85
PBUS - Invesco PureBeta MSCI USA ETF	11,972	84.11	11,401	77.36
Sawyer & Company, Inc	10,895	82.88	10,895	80.86
SCHK - Schwab 1000 Index ETF	10,466	84.18	9,950	77.39
First City Capital Management, Inc.	10,417	82.85	10,417	80.83
Capital Investment Advisory Services, LLC	10,048	82.90	9,873	80.83
GraniteShares Advisors LLC	9,774	82.77	9,490	80.82
Stratos Wealth Partners, LTD.	9,527	82.82	9,223	80.88
Patton Albertson Miller Group, Llc	9,265	82.89	9,536	80.85
Adams Wealth Management	9,228	82.90	9,492	80.80
Guyasuta Investment Advisors Inc	8,848	82.84	8,848	80.81
SFREX - Schwab Fundamental Global Real Estate Index Fund	7,316	84.20	7,201	77.35
Regions Financial Corp	6,858	82.82	6,858	80.78
D.B. Root & Company, LLC	6,046	82.86	6,071	80.71
Teamwork Financial Advisors, LLC	5,810	82.79	5,942	80.78
Sequoia Financial Advisors, LLC	4,689	82.96	5,499	80.92
BTC Capital Management, Inc.	4,656	82.69	3,086	80.69
Alpha Cubed Investments, LLC	4,450	82.92	4,450	80.90
Wedbush Securities Inc	4,292	82.95	6,022	80.87
Cornerstone Wealth Group, LLC	4,149	82.91	4,576	80.86
LVW Advisors, LLC	3,905	82.97	3,905	80.92
Ttp Investments, Inc.	3,805	82.79	3,706	80.95
Round Rock Advisors, LLC	3,772	82.98	3,374	80.91
Mitchell Sinkler & Starr/pa	3,655	82.90	3,655	80.71
Allspring Global Investments Holdings, LLC	2,958	82.49	22,439	80.80
Conestoga Capital Advisors, LLC	2,850	82.81	2,850	80.70
DSHFX - Destinations Shelter Fund Class I	2,837	84.24	2,837	77.55
Welch & Forbes Llc	2,760	82.61	2,760	80.80
Ameraudi Asset Management, Inc.	2,620	82.82	2,500	80.80
Sandy Spring Bank	2,315	82.94	2,340	80.77
Spire Wealth Management	1,553	83.07	3,061	81.02
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	1,284	84.11	1,169	76.99
Charter Oak Capital Management, LLC	1,243	82.86	1,243	82.06
WASHINGTON TRUST Co	1,058	83.18	1,058	81.29
DDIAX - Delaware Wealth Builder Fund Class A	948	84.39	948	77.00
Umb Bank N A/mo	923	83.42	923	81.26
Trust Co Of Vermont	900	83.33	0
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I	874	84.67	809	77.87
Bank Julius Baer & Co. Ltd, Zurich	805	83.23	1,303	80.58
Delaware Investments Dividend & Income Fund, Inc	610	83.61	610	77.05
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	594	84.18	594	77.44
Hexagon Capital Partners LLC	424	82.55	424	80.19
Coastal Capital Group, Inc.	345	84.06	345	81.16
JNBA Financial Advisors	300	83.33	300	80.00
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF	233	85.84	259	77.22
Thompson Siegel & Walmsley Llc	203	83.74	203	78.82

Past Week 31 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Walker Asset Management, LLC	173,771	176,607	82.39	2,836	80.75	6127.33
SCHM - Schwab U.S. Mid-Cap ETF	18,156	462,638	84.14	444,482	77.40	4.08
Truist Financial Corp	9,485	182,734	82.86	173,249	80.84	5.47
TruWealth Advisors, LLC	5,926	147,135	82.86	141,209	80.84	4.20
Wealthfront Advisers Llc	4,806	24,101	82.86	19,295	80.85	24.91
FNDX - Schwab Fundamental U.S. Large Company Index ETF	3,984	33,699	84.13	29,715	77.40	13.41
SCHB - Schwab U.S. Broad Market ETF	3,456	96,796	84.14	93,340	77.41	3.70
SCHV - Schwab U.S. Large-Cap Value ETF	3,100	88,988	84.13	85,888	77.40	3.61
ZDIVX - Zacks Dividend Fund Investor Class	3,100	24,665	84.13	21,565	77.39	14.38
Geneos Wealth Management Inc.	2,717	36,210	83.24	33,493	80.70	8.11
Private Capital Advisors, Inc.	2,405	143,923	82.86	141,518	80.84	1.70
C2C Wealth Management, LLC	1,970	13,838	83.47	11,868	85.95	16.60
BTC Capital Management, Inc.	1,570	4,656	82.69	3,086	80.69	50.87
SCHH - Schwab U.S. REIT ETF	1,433	872,899	84.14	871,466	77.40	0.16
Beacon Investment Advisory Services, Inc.	1,330	14,870	82.85	13,540	80.80	9.82
Trust Co Of Vermont	900	900	83.33	0		0.00
PBUS - Invesco PureBeta MSCI USA ETF	571	11,972	84.11	11,401	77.36	5.01
TFG Advisers LLC	561	30,741	82.85	30,180	80.85	1.86
SCHK - Schwab 1000 Index ETF	516	10,466	84.18	9,950	77.39	5.19
Meritage Portfolio Management	504	49,757	82.86	49,253	80.85	1.02
Round Rock Advisors, LLC	398	3,772	82.98	3,374	80.91	11.80
Lakeview Capital Partners, LLC	360	30,777	82.85	30,417	80.84	1.18
Stratos Wealth Partners, LTD.	304	9,527	82.82	9,223	80.88	3.30
GraniteShares Advisors LLC	284	9,774	82.77	9,490	80.82	2.99
Capital Investment Advisory Services, LLC	175	10,048	82.90	9,873	80.83	1.77
Ameraudi Asset Management, Inc.	120	2,620	82.82	2,500	80.80	4.80
SFREX - Schwab Fundamental Global Real Estate Index Fund	115	7,316	84.20	7,201	77.35	1.60
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	115	1,284	84.11	1,169	76.99	9.84
Alpha Omega Wealth Management LLC	109	17,482	82.89	17,373	80.82	0.63
Ttp Investments, Inc.	99	3,805	82.79	3,706	80.95	2.67
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I	65	874	84.67	809	77.87	8.03

Past Week 19 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Exchange Traded Concepts, Llc	31,238	104,013	82.86	135,251	80.84	-23.10
Allspring Global Investments Holdings, LLC	19,481	2,958	82.49	22,439	80.80	-86.82
Excalibur Management Corp	7,752	28,094	82.86	35,846	80.85	-21.63
Strs Ohio	6,550	228,031	82.86	234,581	80.84	-2.79
SCHX - Schwab U.S. Large-Cap ETF	1,854	149,158	84.14	151,012	77.40	-1.23
Wedbush Securities Inc	1,730	4,292	82.95	6,022	80.87	-28.73
Spire Wealth Management	1,508	1,553	83.07	3,061	81.02	-49.26
Weaver Consulting Group	1,400	34,265	82.85	35,665	80.84	-3.93
Demars Financial Group, LLC	911	72,175	82.85	73,086	80.84	-1.25
Sequoia Financial Advisors, LLC	810	4,689	82.96	5,499	80.92	-14.73
Bank Julius Baer & Co. Ltd, Zurich	498	805	83.23	1,303	80.58	-38.22
Cornerstone Wealth Group, LLC	427	4,149	82.91	4,576	80.86	-9.33
Patton Albertson Miller Group, Llc	271	9,265	82.89	9,536	80.85	-2.84
Adams Wealth Management	264	9,228	82.90	9,492	80.80	-2.78
Teamwork Financial Advisors, LLC	132	5,810	82.79	5,942	80.78	-2.22
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF	26	233	85.84	259	77.22	-10.04
D.B. Root & Company, LLC	25	6,046	82.86	6,071	80.71	-0.41
Sandy Spring Bank	25	2,315	82.94	2,340	80.77	-1.07
Aurora Private Wealth, Inc.	11	13,978	82.84	13,989	80.85	-0.08

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