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 1,988 3952.00 31.00 1038.83
Previous Quarter 2,163 80.00 28.56 35.46

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 87 448 462 1127 672 652
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 1 5 2 2 4 2
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 5 1 115 6 47 63
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 141,955,416 19.30 18.25 236,901,728 32.20 30.99
Previous Quarter 81,053,117 11.02 29.05 238,394,964 32.41 29.86

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 119,614,485 31.00
BlackRock Inc. 58,904,581 31.00
BlackRock Inc. 58,903,431
Price T Rowe Associates Inc /md/ 46,308,945 0.03
VGSIX - Vanguard Real Estate 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 33,757,685 30.93
State Street Corp 31,349,374 31.00
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 22,372,555 31.00
Jpmorgan Chase & Co 20,216,356 31.00
VIMSX - Vanguard Mid-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 17,135,294 31.00
VFINX - Vanguard 500 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 17,012,410 31.00
Geode Capital Management, Llc 16,663,200 0.03
Norges Bank 15,648,240 31.00
First Eagle Investment Management, LLC 14,459,306 31.00
Northern Trust Corp 11,880,859 31.00
Pictet Asset Management Sa 11,168,043 0.03
SGENX - First Eagle Global Fund Class A 10,347,140 34.43
Ameriprise Financial Inc 9,779,860 31.00
Invesco Ltd. 9,407,076 31.00
Legal & General Group Plc 9,041,873 31.00
PRFDX - T. Rowe Price Equity Income Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 8,640,000 31.00

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 120,057,029 28.56
BlackRock Inc. 56,957,980 28.56
Price T Rowe Associates Inc /md/ 39,975,270 28.56
VGSIX - Vanguard Real Estate 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 34,227,784 36.32
State Street Corp 31,712,156 28.56
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 22,072,549 28.56
Jpmorgan Chase & Co 20,068,898 28.56
VIMSX - Vanguard Mid-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 17,069,750 28.56
VFINX - Vanguard 500 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 16,782,292 28.56
Geode Capital Management, Llc 16,497,840 28.53
First Eagle Investment Management, LLC 14,068,166 28.56
Northern Trust Corp 11,256,185 28.56
Invesco Ltd. 10,936,181 28.56
SGENX - First Eagle Global Fund Class A 10,715,864 36.32
Ameriprise Financial Inc 10,172,298 28.62
Pictet Asset Management Sa 10,140,377 28.55
Legal & General Group Plc 9,317,924 28.56
PRFDX - T. Rowe Price Equity Income Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 8,450,000 28.56
Spdr S&p 500 Etf Trust 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 8,041,309 28.56
FXAIX - Fidelity 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 7,985,076 34.16

 

Recent Quarter Analysis

Name Shares PPS
PRAFX - T. Rowe Price Real Assets Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 616,059 31.00
PRNEX - T. Rowe Price New Era Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 491,451 31.00
TRREX - T. Rowe Price Real Estate Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 324,200 31.00
CI Private Wealth, LLC 297,775 31.01
Cercano Management LLC 275,331 31.00
GTLOX - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 184,052 34.43
Investment Management Corp of Ontario 114,097 31.00
Wealth Enhancement Advisory Services, Llc 104,756 33800.07
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 84,000 31.00
Cornerstone Wealth Group, LLC 72,750 31000.08
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 64,049 31.01
Compass Wealth Management LLC 56,747 31.00
PTLC - Pacer Trendpilot US Large Cap ETF 43,985 34.42
SPXL - Direxion Daily S&P 500(R) Bull 3X Shares 43,283 30.94
Allstate Investment Management Co 42,443 31.01
Twinbeech Capital Lp 41,178 31.01
AIVL - WisdomTree U.S. Dividend ex-Financials Fund N/A 36,141 30.99
PSR - Invesco Active U.S. Real Estate 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 33,136 30.93
WealthBridge Investment Counsel Inc. 26,555 0.04
RPGAX - T. Rowe Price Global Allocation Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 22,462 30.94
Name Shares PPS
FRESX - Fidelity Real Estate Investment Portfolio 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 2,963,200 36.32
Farmer Steven Patrick 2,861,975 33.12
Parametric Portfolio Associates Llc 2,345,320 37.90
PRAEX - Real Estate Securities Fund R-1 1,124,642 41.22
Ranger Global Real Estate Advisors, LLC 1,103,248 28.56
Adage Capital Partners Gp, L.l.c. 754,300 28.56
VHGEX - Vanguard Global 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 654,503 33.12
HLQVX - JPMorgan Large Cap Value Fund Class I 537,700 33.12
FLVEX - Fidelity Large Cap Value Enhanced 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 448,147 39.52
Virginia Retirement Systems Et Al 418,500 37.90
Cbre Clarion Global Real Estate Income Fund 369,300 37.90
TWVLX - Value Fund Investor Class 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 368,410 37.90
MUEAX - MFS Blended Research Core Equity Fund A 354,627 33.12
Capitolis Advisors LLC 335,000 28.56
POSAX - Global Real Estate Securities Fund Class A 333,058 41.22
FTA - First Trust Large 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 296,105 36.32
Jane Street Group, Llc 287,294 28.56
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 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 269,001 36.32
Azimuth Capital Management LLC 264,568 37.90
CCAPX - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 261,611 41.22
PEAK6 Investments LLC 251,400 28.56
DAGVX - BNY Mellon Dynamic Value Fund Class A 233,072 39.52
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 230,732 37.90
Alberta Investment Management Corp 207,400 28.56
MUFG Americas Holdings Corp 190,544 28.56
Amalgamated Financial Corp. 187,899 37.90
NN Investment Partners Holdings N.V. 173,729 37.90
AVPIX - Vp Value Fund Class I 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 153,290 37.90
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 151,218 33.12
Cubist Systematic Strategies, LLC 148,481 28.56
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 147,785 37.90
Connor, Clark & Lunn Investment Management Ltd. 142,973 28.56
Kiwi Wealth Investments Limited Partnership 139,721 33120.00
FLCEX - Fidelity Large Cap Core Enhanced 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 139,051 39.52
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 136,400 33.12
CRCRX - MainStay CBRE Real Estate Fund Class C 114,253 36.32
ACLEX - Nt Equity Growth Fund G Class 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 113,983 37.90
EHP Funds Inc. 109,480 28.56
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 107,766 37.90
KCRIX - Knights Of Columbus Global Real Estate Fund I Shares 106,255 36.32
NWAPX - Nationwide Mellon Disciplined Value Fund Eagle Class 104,150 41.22
THRC Management, LLC 100,000 37.90
Hrt Financial Lp 92,008 28.55
Zacks Investment Management 90,965 28.56
PACIFIC SELECT FUND - Real Estate Portfolio Class I 90,739 37.90
Walleye Trading LLC 85,400 28.56
Ergoteles LLC 74,997 28.56
Balyasny Asset Management Llc 74,461 28.57
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 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 69,439 33.12
MXMVX - Great-West Mid Cap Value Fund Investor Class 66,975 37.89
Arabesque Asset Management Ltd 66,818 28.56
Aquila Investment Management LLC 65,000 28.55
Quantbot Technologies LP 64,934 28.55
MFWTX - MFS Global Total Return Fund A 61,839 36.32
Brinker Capital Investments, LLC 61,765 28.56
Legacy CG, LLC 60,287 28.56
PY - Principal Shareholder Yield Index ETF 59,620 37.91
Palladium Partners Llc 56,100 37.90
Loveless Wealth Management LLC 55,109 33.12
Alphacrest Capital Management Llc 54,129 28.56
Advisor Partners Llc 53,954 33.12
RWSIX - Redwood Systematic Macro Trend ("SMarT") Fund Class I 51,516 36.32
DNLDX - BNY Mellon Active MidCap Fund Class A 49,360 33.12
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 46,650 33.12
Affinity Investment Advisors, Llc 45,501 28.57
Stamos Capital Partners, L.p. 43,350 28.56
Tudor Investment Corp Et Al 42,985 28.57
Tudor Investment Corp Et Al 42,985 28.57
FLQL - Franklin LibertyQ U.S. Equity ETF 42,669 37.90
FFILX - FormulaFolios US Equity Fund Institutional Class 40,730 39.53
FMEIX - Fidelity Mid Cap Enhanced 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 39,356 39.51
Versus Capital Multi-manager Real Estate Income Fund Llc 38,637 37.89
Midwest Wealth Management Inc. 38,587 37.89
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 37,102 37.90
Hourglass Capital, Llc 35,295 28.56
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 34,740 33.13
Total Clarity Wealth Management, Inc. 33,650 28.56
Aigen Investment Management, Lp 33,606 28.57
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 31,762 33.12
USGRX - Growth & Income Fund Shares 31,552 41.23
FREAX - Nuveen Real Estate Securities Fund Class A 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 28,705 37.90
AdvisorShares Investments LLC 28,240 28.58
Opseu Pension Plan Trust Fund 27,991 29.40
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1 25,834 37.90
American National Registered Investment Advisor, Inc. 24,269 37.91
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 24,189 39.52
Cannell Capital Llc 24,000 28.54
GCVIX - Goldman Sachs Large Cap Value Insights Fund Institutional 23,093 41.22
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 22,474 37.91
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 22,241 36.33
Intersect Capital LLC 21,463 33.13
Graham Capital Management, L.P. 20,732 28.55
Kinneret Advisory, LLC 20,340 28.56
Blueshift Asset Management, LLC 20,177 28.55
Cambridge Advisors Inc. 19,997 28.55
Everence Capital Management Inc 18,700 28.56
Versor Investments LP 18,400 28.59
People's United Financial, Inc. 17,932 37.92
RIFAX - U.S. Strategic Equity Fund 17,897 37.88
Engineers Gate Manager LP 17,645 28.56
FDx Advisors, Inc. 17,457 28.58
Aubrey Capital Management Ltd 16,700 27.78
GTTMX - Quantitative U.S. Total Market Equity Portfolio 16,540 36.34
HAP Trading, LLC 16,100 0.25
HAP Trading, LLC 16,100 0.25
GTAPX - Quantitative U.S. Long/Short Equity Portfolio 15,400 36.30
DVRAX - MFS Global Alternative Strategy Fund A 15,362 36.32
Paloma Partners Management Co 15,139 28.54
Interchange Capital Partners, LLC 15,047 28.51
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 14,549 33.13
SENT - AdvisorShares Alpha DNA Equity Sentiment ETF 14,447 33.09
FLMFX - MUIRFIELD FUND Retail Class 13,953 37.91
Wunderlich Securities, Inc. 12,997 33.08
LMR Partners LLP 12,778 28.56
BOK Financial Private Wealth, Inc. 12,735 27.72
IndexIQ Advisors LLC 12,622 37.87
Winfield Associates, Inc. 12,332 37.87
DBOAX - BNY Mellon Balanced Opportunity Fund Class A 11,938 39.54
FPRO - Fidelity Real Estate Investment ETF 11,703 36.32
Washington Trust Bank 11,219 28.52
BERIX - Berwyn Income Fund 10,834 33.14
Eudaimonia Partners, LLC 10,799 28.52
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 10,761 37.91
Two Sigma Advisers, Lp 10,700 28.60
GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 10,363 41.20
Independent Advisor Alliance 10,044
Wakefield Asset Management LLLP 9,839 28.56
Point72 Hong Kong Ltd 9,836 28.57
Whitener Capital Management, Inc. 9,640 28.53
Total Wealth Planning, Llc 9,278 28.56
Principal Real Estate Income Fund 9,180 41.18
Diversified Portfolios, Inc. 9,057 28.60
PACIFIC FUNDS SERIES TRUST - PF Real Estate Fund CLASS P 8,960 37.95
Cresset Asset Management, LLC 8,931 28.55
Drake & Associates, LLC 8,412 28.53
Veriti Management LLC 8,365 28.57
Gsa Capital Partners Llp 8,339 28.54
Fieldpoint Private Securities, LLC 8,325 33.15
Zeke Capital Advisors, Llc 8,020 28.55
Blue Fin Capital, Inc. 7,297 28.50
Traynor Capital Management, Inc. 7,297 28.50
SAOAX - Guggenheim Alpha Opportunity Fund A 7,187 33.12
Dixon Hubard Feinour & Brown Inc/va 7,146 33.17
Industrial Alliance Investment Management Inc. 6,526 28.50
Guggenheim Active Allocation Fund 6,413 39.45
Cowa, Llc 6,275 28.53
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C 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 6,191 41.19
Meeder Asset Management Inc 6,186 28.61
HighPoint Advisor Group LLC 6,115 33.85
Convergence Investment Partners, LLC 6,042 28.63
Neo Ivy Capital Management 5,458 28.58
PWS - Pacer WealthShield ETF 5,022 41.22
FVCIX - Fidelity Flex Large Cap Value II 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 5,011 41.31
KCMTX - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4,680 33.12
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 4,118 33.03
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 3,964 36.33
JAVA - JPMorgan Active Value ETF 3,789 32.99
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 3,653 37.78
RIFSX - Global Real Estate Securities Fund 3,438 37.81
Principal Diversified Select Real Asset Fund 3,404 33.20
FTHI - First Trust BuyWrite Income 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 3,289 38.01
Kenfarb & Co. 3,000 28.67
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 2,824 37.89
Evoke Wealth, Llc 2,792 0.36
PGDIX - Global Diversified Income Fund Institutional Class 2,717 41.22
ITTAX - Hartford Multi-Asset Income and Growth Fund Class A 2,717 36.44
RYSRX - Guggenheim Long Short Equity Fund Class P 2,692 33.06
SEMCX - Simt Mid Cap Fund Class F 2,540 33.07
Ellis Investment Partners, LLC 2,454 28.52
Clear Street Markets Llc 2,300 28.70
Private Capital Group, LLC 2,287 33.23
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 2,271 37.87
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 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 2,255 33.26
RALIX - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 2,159 37.98
Cordasco Financial Network 2,104 33.27
MMBDX - MassMutual Premier Balanced Fund Class A 2,003 37.94
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 1,819 37.93
JASMX - James Alpha Multi Strategy Alternative Income Fund Class R6 1,671 39.50
Dixon Hughes Goodman Wealth Advisors LLC 1,654 38.09
Investors Asset Management Of Georgia Inc /ga/ /adv 1,600 28.75
West Bancorporation Inc 1,600 28.75
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 1,466 38.20
Bray Capital Advisors 1,244 28.94
MGSSX - MassMutual Select BlackRock Global Allocation Fund Class R5 1,210 38.02
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 1,208 38.08
FFERX - Fidelity Flex Real Estate 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 1,115 41.26
FTQI - First Trust Hedged BuyWrite Income 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 1,004 37.85
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 911 32.93
Benson Investment Management Company, Inc. 877 28.51
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 877 33.07
IEFN - iShares Evolved U.S. Financials 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 738 36.59
Oakworth Capital, Inc. 700 28.57
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG 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 695 41.73
DMRL - DeltaShares S&P 500 Managed Risk ETF 639 37.56
Guardian Wealth Advisors, LLC 623 28.89
VSDIX - Securian AM Real Asset Income Fund Institutional Class Shares 600 40.00
Nauset Wealth Management. LLC 580 37.93
Karp Capital Management Corp 533 28.14
NGJAX - Nuveen Global Real Estate Securities Fund Class A 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 468 38.46
Householder Group Estate & Retirement Specialist, LLC 446 26.91
Castle Wealth Management Llc 405 29.63
IMWAX - Ivy ProShares MSCI ACWI Index Fund Class A 403 32.26
Enterprise Trust & Investment Co 400 32.50
CLMA - iClima Global Decarbonization Transition Leaders ETF 397 40.30
Wagner Wealth Management, Llc 379 29.02
Standard Family Office LLC 358 27.93
Hc Financial Advisors Inc 320 34.38
Atlantic Trust, LLC 200 30.00
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 173 40.46
Sound Income Strategies, LLC 170 29.41
Howe & Rusling Inc 160 31.25
PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 136 36.76
Bivin & Associates, Inc. 100 30.00
American National Bank 33 30.30
EdgeRock Capital LLC 21 47.62
Dark Forest Capital Management Lp 16
Manatuck Hill Partners, LLC
Carret Asset Management, Llc
Jones Financial Companies Lllp
Andesa Financial Management Inc.
Oak Thistle LLC
Cheviot Value Management, LLC
Schrum Private Wealth Management LLC
Montis Financial, LLC
Stonnington Group, Llc
West Coast Financial LLC
1st Source Bank
Chatham Capital Group, Inc.
GoalVest Advisory LLC
Koshinski Asset Management, Inc.
Oarsman Capital, Inc.
Sompo Japan Nipponkoa Asset Management Co.,ltd.
Pine Haven Investment Counsel, Inc
Mystic Asset Management, Inc.
Barometer Capital Management Inc.
USISX - Income Stock Fund Shares
Centre Asset Management, LLC
Fsb Premier Wealth Management, Inc.
Townsend Asset Management Corp /nc/ /adv
Future Financial Wealth Managment LLC
Autumn Glory Partners, LLC
Financial Network Wealth Management LLC
Horizon Wealth Management, LLC
First Quadrant L P/ca
Hnp Capital Llc
NTB Financial Corp
Curated Wealth Partners LLC
Heritage Wealth Advisors
Hunter Perkins Capital Management, LLC
Chiron Investment Management, LLC
TBH Global Asset Management, LLC
Tarbox Family Office, Inc.
BlueSky Wealth Advisors, LLC
Farmers Trust Co
Amplius Wealth Advisors, LLC
Merewether Investment Management, LP
Stephenson National Bank & Trust
Charter Oak Capital Management, LLC
Fulcrum Asset Management LLP
Arlington Partners LLC
Cbre Clarion Securities Llc
BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund
Summit Asset Management, LLC
Jarislowsky, Fraser Ltd
CIBC World Markets Inc.
Summit Financial Group, Inc.
Krs Capital Management, Llc
Private Ocean, LLC
Premier Fund Managers Ltd
Tiemann Investment Advisors, Llc
Fortitude Advisory Group L.L.C.
RidgeWorth Capital Management LLC
Boothbay Fund Management, Llc
Roberts Glore & Co Inc /il/
Hamel Associates, Inc.
Confluence Wealth Services, Inc.
Weiss Strategic Interval Fund
Bar Harbor Trust Services
Heritage Financial Services, LLC
IBM Retirement Fund
White Pine Capital Llc
Virtu Financial LLC
Curi Wealth Management, LLC
GW&K Investment Management, LLC
DeDora Capital, Inc.
Railway Pension Investments Ltd
Lombard Odier Asset Management (Switzerland) SA
Hills Bank & Trust Co
Means Investment Co., Inc.
Iron Horse Wealth Management, LLC
Jefferies Group LLC
CTC Capital Management, LLC
Coastal Capital Group, Inc.
Natixis Investment Managers International
GFSYX - Strategic Alternatives Fund Institutional
Susquehanna Fundamental Investments, Llc
Ahrens Investment Partners LLC
Y-Intercept (Hong Kong) Ltd
Old Mission Capital Llc
Welch & Forbes Llc
Allegheny Financial Group LTD
Lenox Wealth Advisors, LLC
Hillsdale Investment Management Inc.
Dynamic Technology Lab Private Ltd
Scott & Selber, Inc.
Hancock Whitney Investment Services Inc.
Exane Derivatives
IAG Wealth Partners, LLC
MPISX - BNY Mellon Income Stock Fund Class M Shares
Pluribus Labs, LLC
Schechter Investment Advisors, LLC
Leverage Partners Absolute Return Fund SPC
Meixler Investment Management, Ltd.
Sargent Investment Group, LLC
HighTower Trust Services, LTA
Mirabella Financial Services Llp
Corton Capital Inc.
FQAL - Fidelity Quality 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
C M Bidwell & Associates Ltd
Pensionfund DSM Netherlands
BSW Wealth Partners
Zhang Financial LLC
Alpha DNA Investment Management LLC
Magnolia Wealth Management, LLC
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
MSTVX - Morningstar Alternatives Fund
Campbell & CO Investment Adviser LLC
International Assets Investment Management, Llc
Bremer Bank National Association
Sterling Investment Advisors, Ltd.
ACG Wealth
Barrett Asset Management, LLC
Geller Advisors LLC
Ckw Financial Group
Barings Llc
Sandy Cove Advisors, LLC
Holderness Investments Co
Busey Wealth Management
Financial Enhancement Group LLC
Chicago Capital, LLC
Tiaa, Fsb
Symphony Financial, Ltd. Co.
Parsec Financial Management, Inc.
Consolidated Planning Corp
Cardiff Park Advisors, Llc
Balentine LLC
Nomura Holdings Inc
Semmax Financial Advisors Inc.
Haverford Trust Co
Tradewinds, LLC.
Abacus Planning Group, Inc.
Driehaus Capital Management Llc
Tcwp Llc
Providence Capital Advisors, LLC
Kozak & Associates, Inc.
Fairfield, Bush & Co.
Waratah Capital Advisors Ltd.
Sawyer & Company, Inc
Cribstone Capital Management, LLC
Engine No. 1 Llc
Janney Capital Management LLC
Fifth Lane Capital, Lp
Systematic Alpha Investments, LLC
Graticule Asia Macro Advisors LLC
Herold Advisors, Inc.
First National Trust Co
Two Sigma Securities, Llc
Exchange Traded Concepts, Llc
FSC Wealth Advisors, LLC
Aaron Wealth Advisors LLC
First Commonwealth Financial Corp /pa/
Marcum Wealth, LLC
Walleye Capital LLC
Retirement Planning Co of New England, Inc.
JCTR - JPMorgan Carbon Transition U.S. Equity ETF
MQS Management LLC
FourThought Financial, LLC
Meridian Wealth Management, LLC
Los Angeles Capital Management Llc
Graves-Light Private Wealth Management, Inc.
Aries Wealth Management
Ninepoint Partners LP
Eagle Bay Advisors LLC
Axxcess Wealth Management, Llc
Joel Isaacson & Co., LLC
First Command Financial Services, Inc.
Sustainable Insight Capital Management, LLC
Howard Capital Management Group, LLC
Roof Eidam & Maycock/adv
Claraphi Advisory Network, LLC
Saybrook Capital /nc
Alpha Paradigm Partners, LLC
Verus Capital Partners, Llc
Capital Fund Management S.a.
XTX Topco Ltd
Islay Capital Management, Llc
Fox Run Management, L.l.c.
First Personal Financial Services
Financial Advisory Service, Inc.
Patriot Financial Group Insurance Agency, LLC
Quantamental Technologies LLC
Altshuler Shaham Ltd
Quadrature Capital Ltd
Navigation Wealth Management, Inc.
Algert Global Llc
Centiva Capital, LP
Polar Asset Management Partners Inc.
Hexagon Capital Partners LLC
Mackay Shields Llc
Lansdowne Partners (uk) Llp
Integrated Advisors Network LLC
Delphia (USA) Inc.
Gouws Capital LLC
DMG Group, LLC
Vectors Research Management, LLC
RDA Financial Network
Weiss Multi-Strategy Advisers LLC
Lloyd Advisory Services, LLC.
Strategic Advisors LLC
First Command Bank
FSMMX - FS Multi-Strategy Alternatives Fund Class A
Weiss Asset Management LP
Rather & Kittrell, Inc.
Spectrum Management Group, LLC
Macroview Investment Management Llc
Journey Advisory Group, LLC
Murphy, Middleton, Hinkle & Parker, Inc.
Citizens National Bank Trust Department
Tfo-tdc, Llc
Rocky Mountain Advisers, Llc
Venturi Wealth Management, LLC
Stoneridge Investment Partners Llc
K2 Principal Fund, L.p.
SAM Advisors, LLC
Heritage Trust Co
Horan Securities, Inc.
All Season Financial Advisors, Inc.
CenterStar Asset Management, LLC
FineMark National Bank & Trust
South Dakota Investment Council
Quantitative Investment Management, LLC
Brandywine Trust Co
Better Money Decisions, LLC
360 Financial, Inc.
Jump Financial, LLC
Twin Tree Management, LP
Healthcare Of Ontario Pension Plan Trust Fund
Wealthcare Advisory Partners LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Price T Rowe Associates Inc /md/ 46,308,945 0.03 39,975,270 28.56
VGSIX - Vanguard Real Estate 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 33,757,685 30.93 34,227,784 36.32
Geode Capital Management, Llc 16,663,200 0.03 16,497,840 28.53
Pictet Asset Management Sa 11,168,043 0.03 10,140,377 28.55
SGENX - First Eagle Global Fund Class A 10,347,140 34.43 10,715,864 36.32
FXAIX - Fidelity 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 8,027,736 32.71 7,985,076 34.16
Nuveen Asset Management, LLC 4,696,888 0.03 4,738,975 28.56
VRTPX - Vanguard Real Estate II Index Fund 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 4,574,457 30.93 4,529,935 36.32
Cohen & Steers, Inc. 4,140,869 0.03 5,300,201 28.55
COWZ - Pacer US Cash Cows 100 ETF 3,947,893 34.43 2,816,897 36.32
Skandinaviska Enskilda Banken AB (publ) 3,776,785 0.03 3,894,619 28.56
SCHH - Schwab U.S. REIT 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 3,481,733 32.71 3,357,562 34.16
LCEAX - Invesco Diversified Dividend Fund Class A 2,744,893 30.93 3,271,830 36.32
GUNR - FlexShares Morningstar Global Upstream Natural Resources 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 2,688,660 34.43 111,780 36.32
Barclays Plc 2,602,850 0.03 2,194,394 28.56
VLUE - iShares Edge MSCI USA Value Factor 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 2,248,544 34.43 1,835,909 36.32
MGLAX - MFS Global Real Estate Fund A 2,014,018 32.71 1,680,484 34.16
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 1,952,679 34.43 1,833,568 36.32
RSP - Invesco S&P 500 Equal Weight 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 1,863,958 30.93 1,704,709 36.32
AQEAX - Columbia Disciplined Core Fund Class A 1,788,485 34.43 2,103,616 36.32
Name Current Shares Current PPS Previous Shares Previous PPS
Vanguard Group Inc 119,614,485 31.00 120,057,029 28.56
BlackRock Inc. 58,904,581 31.00 56,957,980 28.56
State Street Corp 31,349,374 31.00 31,712,156 28.56
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 22,372,555 31.00 22,072,549 28.56
Jpmorgan Chase & Co 20,216,356 31.00 20,068,898 28.56
VIMSX - Vanguard Mid-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 17,135,294 31.00 17,069,750 28.56
VFINX - Vanguard 500 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 17,012,410 31.00 16,782,292 28.56
Norges Bank 15,648,240 31.00 0
First Eagle Investment Management, LLC 14,459,306 31.00 14,068,166 28.56
Northern Trust Corp 11,880,859 31.00 11,256,185 28.56
Ameriprise Financial Inc 9,779,860 31.00 10,172,298 28.62
Invesco Ltd. 9,407,076 31.00 10,936,181 28.56
Legal & General Group Plc 9,041,873 31.00 9,317,924 28.56
PRFDX - T. Rowe Price Equity Income Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 8,640,000 31.00 8,450,000 28.56
Spdr S&p 500 Etf Trust 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 8,211,878 31.00 8,041,309 28.56
Charles Schwab Investment Management Inc 7,526,874 31.00 7,296,671 28.56
Diamond Hill Capital Management Inc 7,434,050 31.00 7,611,402 28.56
Morgan Stanley 7,125,839 31.00 6,412,541 28.56
Massachusetts Financial Services Co /ma/ 6,867,031 31.00 7,571,965 28.56
IVV - iShares Core S&P 500 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 6,609,897 31.00 6,578,034 28.56
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Norges Bank 15,648,240 15,648,240 31.00 0 0.00
Price T Rowe Associates Inc /md/ 6,333,675 46,308,945 0.03 39,975,270 28.56 15.84
GUNR - FlexShares Morningstar Global Upstream Natural Resources 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 2,576,880 2,688,660 34.43 111,780 36.32 2305.31
BlackRock Inc. 1,946,601 58,904,581 31.00 56,957,980 28.56 3.42
TRVLX - T. Rowe Price Value Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 1,929,137 4,469,537 31.00 2,540,400 28.56 75.94
Goldman Sachs Group Inc 1,661,991 4,904,830 31.00 3,242,839 28.56 51.25
Pacer Advisors, Inc. 1,208,077 3,572,652 31000.00 2,364,575 28.56 51.09
COWZ - Pacer US Cash Cows 100 ETF 1,130,996 3,947,893 34.43 2,816,897 36.32 40.15
Pictet Asset Management Sa 1,027,666 11,168,043 0.03 10,140,377 28.55 10.13
FTCS - First Trust Capital Strength 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 877,474 5,398,902 31.00 4,521,428 28.56 19.41
Amundi 871,579 4,152,070 31.94 3,280,491 29.81 26.57
Caisse De Depot Et Placement Du Quebec 860,740 1,645,293 31.00 784,553 28.56 109.71
Wellington Management Group Llp 792,990 1,687,331 31.00 894,341 28.56 88.67
Morgan Stanley 713,298 7,125,839 31.00 6,412,541 28.56 11.12
Northern Trust Corp 624,674 11,880,859 31.00 11,256,185 28.56 5.55
First Trust Advisors Lp 503,354 5,601,264 31000.63 5,097,910 28.56 9.87
UBS Group AG 478,323 1,015,900 31.00 537,577 28.56 88.98
Royal Bank Of Canada 477,794 2,619,614 31.00 2,141,820 28.56 22.31
Alliancebernstein L.p. 439,828 4,898,749 31.00 4,458,921 28.56 9.86
FIL Ltd 422,957 3,156,062 31.00 2,733,105 28.56 15.48
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Millennium Management Llc 2,429,671 1,053,235 0.03 3,482,906 28.56 -69.76
Bank of New York Mellon Corp 2,008,329 5,557,128 31.00 7,565,457 28.56 -26.55
American Century Companies Inc 1,654,983 1,149,809 31.00 2,804,792 28.56 -59.01
Invesco Ltd. 1,529,105 9,407,076 31.00 10,936,181 28.56 -13.98
Cohen & Steers, Inc. 1,159,332 4,140,869 0.03 5,300,201 28.55 -21.87
Qube Research & Technologies Ltd 936,382 14,205 30.98 950,587 28.56 -98.51
Renaissance Technologies Llc 768,181 702,540 0.03 1,470,721 28.56 -52.23
Massachusetts Financial Services Co /ma/ 704,934 6,867,031 31.00 7,571,965 28.56 -9.31
Prudential Financial Inc 668,809 1,616,490 31.00 2,285,299 28.56 -29.27
Franklin Resources Inc 648,797 473,078 31.00 1,121,875 28.56 -57.83
CSEIX - Cohen & Steers Real Estate Securities Fund Class A 553,994 978,503 31.00 1,532,497 28.56 -36.15
Acadian Asset Management Llc 528,533 453,491 0.03 982,024 28.55 -53.82
LCEAX - Invesco Diversified Dividend Fund Class A 526,937 2,744,893 30.93 3,271,830 36.32 -16.11
PineBridge Investments, L.P. 521,766 594,602 31.00 1,116,368 28.56 -46.74
VGSIX - Vanguard Real Estate 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 470,099 33,757,685 30.93 34,227,784 36.32 -1.37
Vanguard Group Inc 442,544 119,614,485 31.00 120,057,029 28.56 -0.37
Man Group plc 418,039 145,552 31.00 563,591 28.56 -74.17
Ameriprise Financial Inc 392,438 9,779,860 31.00 10,172,298 28.62 -3.86
ExodusPoint Capital Management, LP 377,234 45,883 0.02 423,117 28.56 -89.16
SGENX - First Eagle Global Fund Class A 368,724 10,347,140 34.43 10,715,864 36.32 -3.44
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Wolverine Trading, Llc 1,239,100 1,291,800 52,700 2351.23
Name Increased Calls Current Calls Previous Calls Percentage Increase
HAP Trading, LLC 7,200 23,300 16,100 44.72
Walleye Trading LLC 51,300 136,700 85,400 60.07
Parallax Volatility Advisers, L.P. 80,300 181,100 100,800 79.66
Citadel Advisors Llc 202,500 734,000 531,500 38.10
Twin Tree Management, LP 1,512,500 1,512,500 0 0.00
Name
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
CLSE - Convergence Long/Short Equity ETF
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Capstone Investment Advisors, Llc 132,600 106,100 238,700 -55.55
Maven Securities LTD 15,400 54,900 70,300 -21.91
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
PEAK6 Investments LLC 219,600 31,800 251,400 -87.35
Jane Street Group, Llc 127,794 159,500 287,294 -44.48
Simplex Trading, Llc 15,300 109,100 124,400 -12.30
IMC-Chicago, LLC 3,000 12,700 15,700 -19.11
Name
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
NCLIX - Nuance Concentrated Value Long-Short Fund Investor Class Shares

Past Week Analysis

Name Shares PPS
PTLC - Pacer Trendpilot US Large Cap ETF 43,985 34.42
REUYX - Sustainable Equity Fund Class Y 10,975 34.44
BLLD - JPMorgan Sustainable Infrastructure ETF 6,345 34.36
CIRC - JPMorgan Sustainable Consumption ETF 6,046 34.40
ADSCX - Allspring U.S. Long/Short Equity Fund Class C 967 34.13
Name Shares PPS
Neo Ivy Capital Management 5,458 28.58
Name Current Shares Current PPS Previous Shares Previous PPS
SGENX - First Eagle Global Fund Class A 10,347,140 34.43 10,715,864 36.32
COWZ - Pacer US Cash Cows 100 ETF 3,947,893 34.43 2,816,897 36.32
GUNR - FlexShares Morningstar Global Upstream Natural Resources 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 2,688,660 34.43 111,780 36.32
VLUE - iShares Edge MSCI USA Value Factor 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 2,248,544 34.43 1,835,909 36.32
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 1,952,679 34.43 1,833,568 36.32
AQEAX - Columbia Disciplined Core Fund Class A 1,788,485 34.43 2,103,616 36.32
FSRNX - Fidelity Real Estate 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 1,420,807 34.43 1,446,571 36.32
SWPPX - Schwab S&P 500 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 1,397,027 34.43 1,373,214 36.32
CABDX - AB RELATIVE VALUE FUND, INC. Class A 1,273,240 34.43 1,004,940 36.32
QUAL - iShares Edge MSCI USA Quality Factor 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 1,247,138 34.43 1,277,666 36.32
FREL - Fidelity MSCI Real Estate 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 855,356 34.43 892,940 36.32
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 677,443 34.43 640,373 36.32
TAREX - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class 461,937 34.43 514,638 36.32
FEVAX - First Eagle U.S. Value Fund Class A 401,701 34.43 417,520 36.32
GQRE - FlexShares Global Quality Real Estate 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 372,620 34.43 389,255 36.32
TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 315,128 34.43 327,142 36.32
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 310,650 34.43 302,716 36.32
FREEX - Franklin Real Estate Securities Fund Class A 244,739 34.43 267,613 36.32
FLCPX - Fidelity SAI U.S. Large 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 243,416 34.43 258,798 36.32
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 241,722 34.43 227,364 36.32
SNXFX - Schwab 1000 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 240,281 34.43 242,824 36.32
TISCX - TIAA-CREF Social Choice Equity Fund Institutional Class 238,457 34.43 238,457 36.32
EGOAX - Wells Fargo Large Cap Core Fund Class A 236,045 34.43 262,801 36.32
QDF - FlexShares Quality Dividend 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 230,520 34.43 238,966 36.32
FLCOX - Fidelity Large Cap Value 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 220,481 34.43 213,343 36.32
DFUSX - U.s. Large Company 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 215,714 34.43 225,883 36.32
FIOOX - Fidelity Series Large Cap Value 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 210,392 34.43 222,139 36.32
SFLNX - Schwab Fundamental US Large 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 197,673 34.43 191,845 36.32
JNBAX - JPMorgan Income Builder Fund Class A 195,204 34.43 205,300 36.32
FRIFX - Fidelity Real Estate Income 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 178,300 34.43 193,700 36.32
TISPX - TIAA-CREF S&P 500 Index Fund Institutional Class 158,068 34.43 151,510 36.32
PRPFX - Permanent Portfolio Class I 150,000 34.43 150,000 36.32
DSI - iShares MSCI KLD 400 Social 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 138,261 34.43 148,728 36.32
FEBAX - First Eagle Global Income Builder Fund Class A 129,131 34.43 129,131 36.32
PLPIX - LargeCap S&P 500 Index Fund R-1 121,773 34.43 124,553 36.32
FNILX - Fidelity ZERO Large 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 120,539 34.43 114,143 36.32
LRGF - iShares Edge MSCI Multifactor USA 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 119,995 34.43 63,289 36.33
IMCV - iShares Morningstar Mid-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 97,700 34.43 50,050 36.32
RLCAX - Columbia Disciplined Value Fund Class A 90,699 34.43 91,364 36.32
FITLX - Fidelity U.S. Sustainability 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 88,123 34.43 95,398 36.32
JQUA - JPMorgan U.S. Quality Factor ETF 75,161 34.43 37,283 36.32
SWMCX - Schwab U.S. Mid-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 74,267 34.43 67,134 36.32
IMCB - iShares Morningstar 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 70,593 34.44 71,263 36.32
JPUS - JPMorgan Diversified Return U.S. Equity ETF 62,682 34.43 41,824 36.32
SPRAX - Pgim Qma Mid-cap Value Fund Class A 61,100 34.44 61,300 36.31
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 60,523 34.43 62,649 36.31
PREAX - PACE Global Real Estate Securities Investments Class A 58,058 34.43 54,599 36.32
PMPRX - MidCap Value Fund I R-3 55,438 34.43 57,878 36.32
RTXAX - Tax-Managed Real Assets Fund Class A 54,876 34.42 54,876 36.32
MSTQX - Morningstar U.S. Equity Fund 54,308 34.43 54,308 36.31
FESIX - Fidelity SAI Real Estate 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 47,407 34.43 204,919 36.32
AMTAX - AB All Market Real Return Portfolio Class A 45,567 34.43 48,920 36.32
EQNAX - MFS Equity Income Fund A 44,211 34.43 142,396 36.32
GAOAX - JPMorgan Global Allocation Fund Class A 44,196 34.44 102,469 36.32
DSPIX - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 43,888 34.43 58,481 41.23
PEOPX - BNY Mellon S&P 500 Index Fund 42,562 34.42 46,430 41.22
JPME - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 38,731 34.44 23,949 36.33
FVAL - Fidelity Value 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 36,078 34.43 32,936 36.31
GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 34,580 34.44 27,559 36.32
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 33,632 34.43 1,045 41.15
FEX - First Trust Large 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 32,289 34.44 137,818 36.32
ILCV - iShares Morningstar Large-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 32,109 34.45 16,279 36.30
JZRO - Janus Henderson Net Zero Transition Resources ETF 31,610 34.42 33,420 36.33
IYY - iShares Dow Jones U.S. 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 29,822 34.44 29,150 36.33
BBUS - JPMorgan BetaBuilders U.S. Equity ETF 27,996 34.43 24,286 36.32
REAYX - Equity Income Fund Class Y 26,770 34.44 15,538 36.30
SWLVX - Schwab U.S. Large-Cap Value 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 24,891 34.43 25,295 36.33
CFLGX - ClearBridge Tactical Dividend Income Fund Class A This fund is a listed as child fund of Clearbridge, 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 23,350 34.43 23,350 36.32
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 21,960 34.43 17,108 36.30
RTDAX - Multifactor U.S. Equity Fund Class A 21,468 34.42 33,967 36.33
SJCAX - Steward Large Cap Core Fund Class A 21,400 34.44 21,400 36.31
JMOM - JPMorgan U.S. Momentum Factor ETF 21,287 34.43 20,055 36.30
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 20,980 34.41 149,350 36.32
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 20,939 34.43 19,527 36.31
QLC - FlexShares US Quality Large Cap 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 20,227 34.41 21,945 36.32
SJVCX - Steward Large Cap Value Fund Class C 19,000 34.42 19,000 36.32
TEMP - JPMorgan Climate Change Solutions ETF 16,883 34.41 16,621 36.34
PESAX - LargeCap Value Fund III R-1 16,121 34.43 19,266 36.33
SIZE - iShares Edge MSCI USA Size Factor 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 15,844 34.46 14,212 36.31
DPREX - Delaware Global Listed Real Assets Fund CLASS A 15,387 34.44 17,079 36.30
ILCB - iShares Morningstar Large-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 15,005 34.46 15,565 36.30
PBAIX - Blackrock Tactical Opportunities 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 14,992 34.42 24,849 36.34
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 13,744 34.42 411 41.36
FSREX - Fidelity Series Real Estate Income 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 13,700 34.45 13,700 36.35
IQSU - IQ Candriam ESG US Equity ETF 11,594 34.41 12,347 36.28
JVAL - JPMorgan U.S. Value Factor ETF 11,305 34.41 8,770 36.37
SMNCX - Steward Equity Market Neutral Fund Class C 10,100 34.46 9,700 36.29
WWIDX - Wells Fargo Large Company Value Fund Administrator Class 9,419 34.40 95,390 36.32
WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 9,242 34.41 9,992 36.33
IWIN - Amplify Inflation Fighter ETF 9,153 34.41 12,039 36.30
DIVB - iShares U.S. Dividend and Buyback 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 8,569 34.43 5,457 36.28
ESG - FlexShares STOXX US ESG Impact 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 8,073 34.44 6,675 36.25
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 7,220 34.49 15,829 36.33
SEEKX - Steward Large Cap Enhanced Index Fund Class A 7,139 34.46 7,459 36.33
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 6,503 34.45 5,462 36.25
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 6,191 34.40 7,665 36.27
RAZAX - Multi-Asset Growth Strategy Fund Class A 5,076 34.48 6,208 36.24
TNBCX - 1290 SmartBeta Equity Fund Class T 4,500 34.44 4,500 36.22
ESGG - FlexShares STOXX Global ESG Impact 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 4,368 34.34 3,325 36.39
RECS - Columbia Research Enhanced Core ETF 4,192 34.35 2,972 36.34
AAARX - Strategic Allocation: Aggressive Fund R Class 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 3,747 34.43 4,284 36.41
TWSMX - Strategic Allocation: Moderate Fund Investor Class 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 3,421 34.49 4,272 36.28
MXCCX - Federated Max-Cap Index Fund Class C 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 3,376 34.36 8,724 36.34
REVS - Columbia Research Enhanced Value ETF 3,301 34.53 2,456 36.24
QDYN - FlexShares Quality Dividend Dynamic 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 2,976 34.27 3,055 36.33
FEUS - FlexShares ESG & Climate US Large Cap Core 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 2,662 34.56 1,694 36.60
RMYAX - Multi-Strategy Income Fund Class A 2,291 34.48 2,291 36.23
QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 1,664 34.25 1,267 36.31
AACRX - Strategic Allocation: Conservative Fund R Class 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 1,281 34.35 1,745 36.10
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 1,134 34.39 1,546 36.22
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 878 34.17 1,864 36.48
PQBMX - PGIM QMA US Broad Market Index Fund Class R6 793 34.05 878 36.45
PASIX - PACE Alternative Strategies Investments Class A 726 34.44 3,464 36.37
CPI - IQ Real Return ETF 95 31.58 121 33.06
TILDX - DCM/INNOVA High Dividend Income Innovation Fund 72 27.78 91 32.97
Name Current Shares Current PPS Previous Shares Previous PPS
MetLife Investment Management, LLC 192,185 31.00 196,585 28.56
FCPI - Fidelity Stocks for Inflation 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 101,372 34.43 0
FTC - First Trust Large Cap Growth 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 49,815 34.43 0
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 43,412 34.44 0
FAD - First Trust Multi Cap Growth 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 4,535 34.40 0
TRPL - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 35 28.57 36 27.78
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
GUNR - FlexShares Morningstar Global Upstream Natural Resources 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 2,576,880 2,688,660 34.43 111,780 36.32 2305.31
COWZ - Pacer US Cash Cows 100 ETF 1,130,996 3,947,893 34.43 2,816,897 36.32 40.15
VLUE - iShares Edge MSCI USA Value Factor 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 412,635 2,248,544 34.43 1,835,909 36.32 22.48
CABDX - AB RELATIVE VALUE FUND, INC. Class A 268,300 1,273,240 34.43 1,004,940 36.32 26.70
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 119,111 1,952,679 34.43 1,833,568 36.32 6.50
FCPI - Fidelity Stocks for Inflation 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 101,372 101,372 34.43 0 0.00
LRGF - iShares Edge MSCI Multifactor USA 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 56,706 119,995 34.43 63,289 36.33 89.60
FTC - First Trust Large Cap Growth 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 49,815 49,815 34.43 0 0.00
IMCV - iShares Morningstar Mid-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 47,650 97,700 34.43 50,050 36.32 95.20
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 43,412 43,412 34.44 0 0.00
JQUA - JPMorgan U.S. Quality Factor ETF 37,878 75,161 34.43 37,283 36.32 101.60
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 37,070 677,443 34.43 640,373 36.32 5.79
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 32,587 33,632 34.43 1,045 41.15 3118.37
SWPPX - Schwab S&P 500 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 23,813 1,397,027 34.43 1,373,214 36.32 1.73
JPUS - JPMorgan Diversified Return U.S. Equity ETF 20,858 62,682 34.43 41,824 36.32 49.87
ILCV - iShares Morningstar Large-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 15,830 32,109 34.45 16,279 36.30 97.24
JPME - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 14,782 38,731 34.44 23,949 36.33 61.72
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 14,358 241,722 34.43 227,364 36.32 6.31
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 13,333 13,744 34.42 411 41.36 3244.04
REAYX - Equity Income Fund Class Y 11,232 26,770 34.44 15,538 36.30 72.29
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 7,934 310,650 34.43 302,716 36.32 2.62
FLCOX - Fidelity Large Cap Value 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 7,138 220,481 34.43 213,343 36.32 3.35
SWMCX - Schwab U.S. Mid-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 7,133 74,267 34.43 67,134 36.32 10.63
GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 7,021 34,580 34.44 27,559 36.32 25.48
TISPX - TIAA-CREF S&P 500 Index Fund Institutional Class 6,558 158,068 34.43 151,510 36.32 4.33
FNILX - Fidelity ZERO Large 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 6,396 120,539 34.43 114,143 36.32 5.60
SFLNX - Schwab Fundamental US Large 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 5,828 197,673 34.43 191,845 36.32 3.04
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 4,852 21,960 34.43 17,108 36.30 28.36
FAD - First Trust Multi Cap Growth 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 4,535 4,535 34.40 0 0.00
BBUS - JPMorgan BetaBuilders U.S. Equity ETF 3,710 27,996 34.43 24,286 36.32 15.28
PREAX - PACE Global Real Estate Securities Investments Class A 3,459 58,058 34.43 54,599 36.32 6.34
FVAL - Fidelity Value 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 3,142 36,078 34.43 32,936 36.31 9.54
DIVB - iShares U.S. Dividend and Buyback 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 3,112 8,569 34.43 5,457 36.28 57.03
JVAL - JPMorgan U.S. Value Factor ETF 2,535 11,305 34.41 8,770 36.37 28.91
SIZE - iShares Edge MSCI USA Size Factor 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 1,632 15,844 34.46 14,212 36.31 11.48
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 1,412 20,939 34.43 19,527 36.31 7.23
ESG - FlexShares STOXX US ESG Impact 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 1,398 8,073 34.44 6,675 36.25 20.94
JMOM - JPMorgan U.S. Momentum Factor ETF 1,232 21,287 34.43 20,055 36.30 6.14
RECS - Columbia Research Enhanced Core ETF 1,220 4,192 34.35 2,972 36.34 41.05
ESGG - FlexShares STOXX Global ESG Impact 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 1,043 4,368 34.34 3,325 36.39 31.37
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 1,041 6,503 34.45 5,462 36.25 19.06
FEUS - FlexShares ESG & Climate US Large Cap Core 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 968 2,662 34.56 1,694 36.60 57.14
REVS - Columbia Research Enhanced Value ETF 845 3,301 34.53 2,456 36.24 34.41
IYY - iShares Dow Jones U.S. 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 672 29,822 34.44 29,150 36.33 2.31
SMNCX - Steward Equity Market Neutral Fund Class C 400 10,100 34.46 9,700 36.29 4.12
QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 397 1,664 34.25 1,267 36.31 31.33
TEMP - JPMorgan Climate Change Solutions ETF 262 16,883 34.41 16,621 36.34 1.58
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
SGENX - First Eagle Global Fund Class A 368,724 10,347,140 34.43 10,715,864 36.32 -3.44
AQEAX - Columbia Disciplined Core Fund Class A 315,131 1,788,485 34.43 2,103,616 36.32 -14.98
FESIX - Fidelity SAI Real Estate 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 157,512 47,407 34.43 204,919 36.32 -76.87
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 128,370 20,980 34.41 149,350 36.32 -85.95
FEX - First Trust Large 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 105,529 32,289 34.44 137,818 36.32 -76.57
EQNAX - MFS Equity Income Fund A 98,185 44,211 34.43 142,396 36.32 -68.95
WWIDX - Wells Fargo Large Company Value Fund Administrator Class 85,971 9,419 34.40 95,390 36.32 -90.13
GAOAX - JPMorgan Global Allocation Fund Class A 58,273 44,196 34.44 102,469 36.32 -56.87
TAREX - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class 52,701 461,937 34.43 514,638 36.32 -10.24
FREL - Fidelity MSCI Real Estate 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 37,584 855,356 34.43 892,940 36.32 -4.21
QUAL - iShares Edge MSCI USA Quality Factor 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 30,528 1,247,138 34.43 1,277,666 36.32 -2.39
EGOAX - Wells Fargo Large Cap Core Fund Class A 26,756 236,045 34.43 262,801 36.32 -10.18
FSRNX - Fidelity Real Estate 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 25,764 1,420,807 34.43 1,446,571 36.32 -1.78
FREEX - Franklin Real Estate Securities Fund Class A 22,874 244,739 34.43 267,613 36.32 -8.55
GQRE - FlexShares Global Quality Real Estate 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 16,635 372,620 34.43 389,255 36.32 -4.27
FEVAX - First Eagle U.S. Value Fund Class A 15,819 401,701 34.43 417,520 36.32 -3.79
FRIFX - Fidelity Real Estate Income 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 15,400 178,300 34.43 193,700 36.32 -7.95
FLCPX - Fidelity SAI U.S. Large 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 15,382 243,416 34.43 258,798 36.32 -5.94
DSPIX - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 14,593 43,888 34.43 58,481 41.23 -24.95
RTDAX - Multifactor U.S. Equity Fund Class A 12,499 21,468 34.42 33,967 36.33 -36.80
TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 12,014 315,128 34.43 327,142 36.32 -3.67
FIOOX - Fidelity Series Large Cap Value 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 11,747 210,392 34.43 222,139 36.32 -5.29
DSI - iShares MSCI KLD 400 Social 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 10,467 138,261 34.43 148,728 36.32 -7.04
DFUSX - U.s. Large Company 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 10,169 215,714 34.43 225,883 36.32 -4.50
JNBAX - JPMorgan Income Builder Fund Class A 10,096 195,204 34.43 205,300 36.32 -4.92
PBAIX - Blackrock Tactical Opportunities 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 9,857 14,992 34.42 24,849 36.34 -39.67
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 8,609 7,220 34.49 15,829 36.33 -54.39
QDF - FlexShares Quality Dividend 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 8,446 230,520 34.43 238,966 36.32 -3.53
FITLX - Fidelity U.S. Sustainability 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 7,275 88,123 34.43 95,398 36.32 -7.63
MXCCX - Federated Max-Cap Index Fund Class C 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 5,348 3,376 34.36 8,724 36.34 -61.30
MetLife Investment Management, LLC 4,400 192,185 31.00 196,585 28.56 -2.24
PEOPX - BNY Mellon S&P 500 Index Fund 3,868 42,562 34.42 46,430 41.22 -8.33
AMTAX - AB All Market Real Return Portfolio Class A 3,353 45,567 34.43 48,920 36.32 -6.85
PESAX - LargeCap Value Fund III R-1 3,145 16,121 34.43 19,266 36.33 -16.32
IWIN - Amplify Inflation Fighter ETF 2,886 9,153 34.41 12,039 36.30 -23.97
PLPIX - LargeCap S&P 500 Index Fund R-1 2,780 121,773 34.43 124,553 36.32 -2.23
PASIX - PACE Alternative Strategies Investments Class A 2,738 726 34.44 3,464 36.37 -79.04
SNXFX - Schwab 1000 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 2,543 240,281 34.43 242,824 36.32 -1.05
PMPRX - MidCap Value Fund I R-3 2,440 55,438 34.43 57,878 36.32 -4.22
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 2,126 60,523 34.43 62,649 36.31 -3.39
JZRO - Janus Henderson Net Zero Transition Resources ETF 1,810 31,610 34.42 33,420 36.33 -5.42
QLC - FlexShares US Quality Large Cap 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 1,718 20,227 34.41 21,945 36.32 -7.83
DPREX - Delaware Global Listed Real Assets Fund CLASS A 1,692 15,387 34.44 17,079 36.30 -9.91
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 1,474 6,191 34.40 7,665 36.27 -19.23
RAZAX - Multi-Asset Growth Strategy Fund Class A 1,132 5,076 34.48 6,208 36.24 -18.23
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 986 878 34.17 1,864 36.48 -52.90
TWSMX - Strategic Allocation: Moderate Fund Investor Class 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 851 3,421 34.49 4,272 36.28 -19.92
IQSU - IQ Candriam ESG US Equity ETF 753 11,594 34.41 12,347 36.28 -6.10
WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 750 9,242 34.41 9,992 36.33 -7.51
IMCB - iShares Morningstar 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 670 70,593 34.44 71,263 36.32 -0.94
RLCAX - Columbia Disciplined Value Fund Class A 665 90,699 34.43 91,364 36.32 -0.73
ILCB - iShares Morningstar Large-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 560 15,005 34.46 15,565 36.30 -3.60
AAARX - Strategic Allocation: Aggressive Fund R Class 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 537 3,747 34.43 4,284 36.41 -12.54
AACRX - Strategic Allocation: Conservative Fund R Class 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 464 1,281 34.35 1,745 36.10 -26.59
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 412 1,134 34.39 1,546 36.22 -26.65
SWLVX - Schwab U.S. Large-Cap Value 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 404 24,891 34.43 25,295 36.33 -1.60
SEEKX - Steward Large Cap Enhanced Index Fund Class A 320 7,139 34.46 7,459 36.33 -4.29
SPRAX - Pgim Qma Mid-cap Value Fund Class A 200 61,100 34.44 61,300 36.31 -0.33
PQBMX - PGIM QMA US Broad Market Index Fund Class R6 85 793 34.05 878 36.45 -9.68
QDYN - FlexShares Quality Dividend Dynamic 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 79 2,976 34.27 3,055 36.33 -2.59
CPI - IQ Real Return ETF 26 95 31.58 121 33.06 -21.49
TILDX - DCM/INNOVA High Dividend Income Innovation Fund 19 72 27.78 91 32.97 -20.88
TRPL - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 1 35 28.57 36 27.78 -2.78
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
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name