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 1,182 9.00 9.24 9.08
Previous Quarter 1,294 20.00 9.24 29.05

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 8 420 82 1 51 15
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 7 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 0 31 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Past Week 0 0 0 0 0 0

BlackRock and Vanguard 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 99,888,105 0.00 0.00 192,287,689 0.00 0.00
Previous Quarter 45,615,233 0.00 0.00 192,272,090 0.00 0.00

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 97,405,497
Vanguard Group Inc 95,858,939 9.24
Artisan Partners Limited Partnership 75,843,131
PRICE T ROWE ASSOCIATES INC /MD/ 60,541,952
PINCUS MARK J 57,021,999
BlackRock Inc. 54,452,575
BlackRock Inc. 45,215,373 9.24
Artisan Partners Limited Partnership 44,946,724 9.24
Diamond Hill Capital Management Inc 31,328,685 9.24
Jpmorgan Chase & Co 30,912,036 9.24
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 30,619,390 9.24
Bank Of Nova Scotia 28,126,938 9.24
Brown Advisory Inc 27,180,599 9.21
NAESX - Vanguard Small-Cap Index Fund Investor Shares 26,684,944 9.24
Pentwater Capital Management LP 25,000,000 9.24
Goldman Sachs Group Inc 23,653,644 9.24
Segantii Capital Management Ltd 22,527,264 9.24
Barclays Plc 22,211,960 9.24
JMVSX - JPMorgan Mid Cap Value Fund Class I 20,738,860 9.24
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. 20,000,000 6.40

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 95,858,939 9.24
BlackRock Inc. 45,215,373 9.24
Artisan Partners Limited Partnership 44,946,724 9.24
Diamond Hill Capital Management Inc 31,328,685 9.24
Jpmorgan Chase & Co 30,912,036 9.24
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 30,619,390 9.24
Bank Of Nova Scotia 28,126,938 9.24
Brown Advisory Inc 27,180,599 9.21
NAESX - Vanguard Small-Cap Index Fund Investor Shares 26,684,944 9.24
Pentwater Capital Management LP 25,000,000 9.24
Goldman Sachs Group Inc 23,653,644 9.24
Segantii Capital Management Ltd 22,527,264 9.24
Barclays Plc 22,211,960 9.24
JMVSX - JPMorgan Mid Cap Value Fund Class I 20,738,860 9.24
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. 20,000,000 6.40
Bank Of America Corp /de/ 16,966,228 9.24
DHLAX - Diamond Hill Large Cap Fund Class A 16,531,257 9.24
Natixis 16,444,600 9.24
Westchester Capital Management, LLC 16,105,540 9.24
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 16,100,171 9.24

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 97,405,497
PRICE T ROWE ASSOCIATES INC /MD/ 60,541,952
PINCUS MARK J 57,021,999
MNA - IQ Merger Arbitrage ETF 1,886,807 8.27
PSJ - Invesco Dynamic Software ETF 821,549 8.27
FXD - First Trust Consumer Discretionary AlphaDEX Fund 724,843 8.27
IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF 4,127 8.24
ODDS - Pacer BlueStar Digital Entertainment ETF 2,082 8.17
Name Shares PPS
Barclays Plc 22,211,960 9.24
Balyasny Asset Management Llc 10,076,924 9.24
Greenhouse Funds LLLP 7,022,312 9.24
Parallax Volatility Advisers, L.P. 5,143,700 9.24
Corvex Management LP 4,495,000 9.24
FRSGX - Franklin Small-mid Cap Growth Fund Class A 4,252,000 7.38
Samson Rock Capital LLP 3,000,000 9240.00
Truist Financial Corp 2,921,759 9.24
Group One Trading, L.p. 2,885,800 9.24
Alliancebernstein L.p. 2,253,045 9.24
Wells Fargo & Company/mn 1,925,121 9.24
Peregrine Capital Management Llc 1,911,318 9.24
Royal Bank Of Canada 1,576,610 9.24
Scout Investments, Inc. 1,546,711 9.24
BIGRX - Income & Growth Fund Investor Class 1,203,246 7.53
JRSAX - Janus Henderson U.S. Managed Volatility Fund Class A 1,033,720 7.53
SG3 Management, LLC 929,800 9.24
Community Trust & Investment Co 927,417 9.24
VEXPX - VANGUARD EXPLORER FUND Investor Shares 750,142 7.38
AVCIX - Vp Capital Appreciation Fund Class I 667,738 7.53
Lombard Odier Asset Management (USA) Corp 635,300 9.24
FSAEX - Fidelity Series All-Sector Equity Fund 584,700 9.07
Ionic Capital Management LLC 561,365 9.24
Syquant Capital Sas 515,000 9.24
HIACX - Hartford Capital Appreciation Hls Fund Ia 465,303 7.53
ACLWX - Nt Heritage Fund G Class 457,460 7.38
ARBFX - ARBITRAGE FUND Class R 443,534 9.08
CFAGX - The MidCap Growth Fund Shares 366,065 7.38
Cowen And Company, Llc 307,800 0.19
Marshall Wace North America L.P. 306,994 7.53
FULVX - Fidelity U.S. Low Volatility Equity Fund 259,500 7.38
DAVENPORT & Co LLC 248,154 9.24
ARB - AltShares Merger Arbitrage ETF 233,567 9.08
Squarepoint Ops LLC 228,007 9.24
Squarepoint Ops LLC 228,007 9.24
IMC-Chicago, LLC 216,400 9.24
LBGAX - ClearBridge Mid Cap Growth Fund Class A 208,118 7.38
Lester Murray Antman dba SimplyRich 186,228 9.24
Tealwood Asset Management Inc 182,059 9.24
AVGIX - Vp Income & Growth Fund Class I 178,935 7.53
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 163,756 7.53
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 160,180 7.38
New York Life Investments Alternatives 147,615 9.24
Beacon Investment Advisory Services, Inc. 138,450 9.24
Wedbush Securities Inc 132,272 9.24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 116,591 7.53
Equitec Proprietary Markets, Llc 108,400 9.24
Equitec Proprietary Markets, Llc 108,400 9.24
Equitec Proprietary Markets, Llc 108,400 9.24
Bbva Usa 103,635 7.53
Commonwealth Equity Services, Llc 97,076 9.23
Tributary Capital Management, LLC 95,900 9.24
Ridgewood Investments LLC 62,005 9.24
ASTMA - SA Wellington Strategic Multi-Asset Portfolio Class 1 61,858 7.53
FGSAX - Federated MDT Mid Cap Growth Fund Class A Shares 59,018 7.39
TQSMX - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 53,450 7.52
Cambridge Investment Research Advisors, Inc. 50,465 9.23
FNY Investment Advisers, LLC 50,100 9.22
Boothbay Fund Management, Llc 50,000 9.24
AEDFX - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 39,410 9.08
Vista Wealth Management Group, LLC 39,264 9.25
Cutler Group LP 33,400 0.21
BUYZ - Franklin Disruptive Commerce ETF 33,284 7.54
DHIYX - Diamond Hill International Fund Class Y 32,846 7.52
DHGBX - Diamond Hill Global Fund Class A 31,490 7.53
Heritage Wealth Management, Llc 26,523 7.54
HighTower Advisors, LLC 25,814 9.18
Flagship Harbor Advisors, Llc 25,368 9.22
Raymond James Trust N.a. 24,359 9.24
Wealthfront Advisers Llc 23,995 9.21
AAARX - Strategic Allocation: Aggressive Fund R Class 20,149 7.39
TWSMX - Strategic Allocation: Moderate Fund Investor Class 18,908 7.40
Private Advisor Group, LLC 18,689 9.20
Parametrica Management Ltd 17,565 9.22
Exchange Traded Concepts, Llc 17,466 9.22
IBM Retirement Fund 16,800 9.23
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 15,947 7.52
XR Securities LLC 14,600 3.97
World Asset Management Inc 14,024 7.56
First Heartland Consultants, Inc. 13,045 9.20
HighPoint Advisor Group LLC 12,474 7.54
Ellevest, Inc. 7,175 9.20
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 7,050 7.52
Geneos Wealth Management Inc. 6,400 9.22
Exane Derivatives 5,065 9.28
Aaron Wealth Advisors LLC 5,017 108.23
AACRX - Strategic Allocation: Conservative Fund R Class 4,876 7.38
Gables Capital Management Inc. 3,000 9.33
ONEO - SPDR Russell 1000 Momentum Focus ETF 2,640 7.58
Allworth Financial LP 2,399 9.17
Lake Point Wealth Management 2,048 9.28
Parkside Financial Bank & Trust 1,830 9.29
Spire Wealth Management 1,826 9.31
Sonora Investment Management, LLC 1,500 7.33
John W. Brooker & Co., CPAs 1,466 9.55
Harel Insurance Investments & Financial Services Ltd. 1,293 9.28
Bank Julius Baer & Co. Ltd, Zurich 1,250 9.60
Valley National Advisers Inc 1,160 9.48
TCI Wealth Advisors, Inc. 1,114 8.98
Berman Capital Advisors, LLC 1,077 7.43
FTDS - First Trust Total US Market AlphaDEX ETF 1,013 7.90
RWM Asset Management, LLC 1,000 9.00
JTC Employer Solutions Trusteee Ltd 1,000 9.00
PSI Advisors, LLC 1,000 9.00
Newbridge Financial Services Group, Inc. 1,000 9.00
IFP Advisors, Inc 722 5.54
Worth Asset Management, LLC 700 7.14
Mizuho Securities Co. Ltd. 595 8.40
Koshinski Asset Management, Inc. 530 9.43
Money Concepts Capital Corp 490 10.20
Massmutual Trust Co Fsb/adv 486
HighMark Wealth Management LLC 401 9.98
Tradewinds Capital Management, LLC 200 10.00
Covington Capital Management 200 10.00
CVA Family Office, LLC 185 10.81
Umb Bank N A/mo 179 11.17
American Research & Management Co. 170 11.76
Asset Dedication, LLC 139 7.19
Carolina Wealth Advisors, LLC 121 8.26
Carroll Financial Associates, Inc. 115
Sound Income Strategies, LLC 100 10.00
Westside Investment Management, Inc. 100
Sargent Bickham Lagudis LLC 100 10.00
PrairieView Partners, LLC 58 17.24
Macroview Investment Management Llc 40
Charter Oak Capital Management, LLC 30
Investors Research Corp 10
Wealth Quarterback LLC 5
Granite Point Capital Management, L.P.
Cozad Asset Management Inc
NewEdge Wealth, LLC
Chase Investment Counsel Corp
AIA Group Ltd
Emerald Investment Partners, Llc
YHB Investment Advisors, Inc.
Noked Israel Ltd
Greenwood Capital Associates Llc
Providence Equity Partners L.L.C.
Cadian Capital Management, Lp
Sofos Investments, Inc.
Fieldpoint Private Securities, LLC
Transamerica Financial Advisors, Inc.
Robeco Institutional Asset Management B.V.
Interval Partners, LP
Martingale Asset Management L P
Wetherby Asset Management Inc
O'Shares Investment Advisers, LLC
Citizens Financial Group Inc/ri
Tower View Investment Management & Research LLC
Soros Capital Management Llc
Taconic Capital Advisors LP
Hrt Financial Lp
Sumitomo Mitsui Trust Holdings, Inc.
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Cypress Point Wealth Management, LLC
Paradigm, Strategies in Wealth Management, LLC
Global Retirement Partners, LLC
Modera Wealth Management, LLC
Clearbridge Investments, LLC
Trust Co Of Vermont
Dendur Capital Lp
Bayesian Capital Management, LP
Pearl River Capital, LLC
Alight Capital Management LP
Candriam Luxembourg S.C.A.
Lee Financial Co
Pluribus Labs, LLC
Financial Enhancement Group LLC
Dana Investment Advisors, Inc.
Kcl Capital, L.p.
Gerber Kawasaki Wealth & Investment Management
First Hawaiian Bank
Davidson Kempner Capital Management Lp
Fort Point Capital Partners LLC
Versor Investments LP
Perennial Investment Advisors, LLC
John G Ullman & Associates Inc
Campbell & CO Investment Adviser LLC
QCM Cayman, Ltd.
Gradient Investments LLC
TDEAX - Touchstone Dynamic Equity Fund A
Cahill Financial Advisors Inc
Sequoia Financial Advisors, LLC
MAISX - Victory Integrity Small/Mid-Cap Value Fund Class A
Susquehanna International Group Ltd.
Advent Claymore Convertible Securities & Income Fund
New York State Teachers Retirement System
Bridgeway Capital Management Inc
Cherry Creek Investment Advisors, Inc.
Blue Rock Advisors, LLC
Miracle Mile Advisors, LLC
Navellier & Associates Inc
Capstone Financial Advisors, Inc.
Cornerstone Wealth Management, LLC
Jordan Park Group LLC
Cornercap Investment Counsel Inc
Lowe Wealth Advisors, LLC
Capula Management Ltd
Liberty Wealth Management Llc
Aries Wealth Management
Y-Intercept (Hong Kong) Ltd
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Illinois Municipal Retirement Fund
Occudo Quantitative Strategies Lp
GLBLX - Leuthold Global Fund (Retail)
Cetera Investment Advisers
Malaga Cove Capital, LLC
Moneta Group Investment Advisors Llc
Shannon River Fund Management LLC
Alaethes Wealth LLC
Creative Financial Designs Inc /adv
Twin Tree Management, LP
Garnet Equity Capital Holdings, Inc.
Chesapeake Wealth Management
Center for Financial Planning, Inc.
Aquire Wealth Advisors, LLC
LVW Advisors, LLC
TRSSX - T. Rowe Price Institutional Small-Cap Stock Fund
O'shaughnessy Asset Management, Llc
Norges Bank
Archer Investment Corp
Mercer Global Advisors Inc /adv
Hartland & Co., LLC
Fulton Bank, N.a.
Aigen Investment Management, Lp
Eubel Brady & Suttman Asset Management Inc
FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund
Stony Point Capital LLC
MAIMX - Victory Integrity Mid-Cap Value Fund Class A
Petrus Trust Company, LTA
Brinker Capital Investments, LLC
PMEGX - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
Panagora Asset Management Inc
Quattro Financial Advisors Llc
Rinkey Investments
Spearhead Capital Advisors, Llc
Hancock Whitney Corp
Discovery Capital Management, Llc / Ct
Cetera Advisor Networks LLC
AlphaMark Advisors, LLC
Benjamin F. Edwards & Company, Inc.
Trexquant Investment LP
Deltec Asset Management Llc
Chiron Investment Management, LLC
Capital Analysts, Inc.
Ford Financial Group, LLC
Point72 Asset Management, L.P.
Meridian Wealth Partners, LLC
CenterBook Partners LP
Zeke Capital Advisors, Llc
Nordea Investment Management Ab
Holloway Wealth Management, LLC
Synovus Financial Corp
REUYX - Sustainable Equity Fund Class Y
Evermay Wealth Management Llc
Exencial Wealth Advisors, Llc
BerganKDV Wealth Management, LLC
NN Investment Partners Holdings N.V.
Options Solutions, Llc
FDx Advisors, Inc.
Central Asset Investments & Management Holdings (HK) Ltd
Joseph P. Lucia & Associates, LLC
Whittier Trust Co
Strategic Blueprint, LLC
Plante Moran Financial Advisors, LLC
Maxi Investments CY Ltd
Hillsdale Investment Management Inc.
Phoenix Holdings Ltd.
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio
Mystic Asset Management, Inc.
National Asset Management, Inc.
Virginia Retirement Systems Et Al
Stonehage Fleming Financial Services Holdings Ltd
Baird Financial Group, Inc.
Liontrust Investment Partners LLP
Quadrature Capital Ltd
Oppenheimer Asset Management Inc.
D.a. Davidson & Co.
LCORX - LEUTHOLD CORE INVESTMENT FUND -Retail Class
Mirabella Financial Services Llp
Moors & Cabot, Inc.
Teza Capital Management LLC
VELA Investment Management, LLC
Gemmer Asset Management LLC
Tiger Legatus Capital Management, LLC
Bellecapital International Ltd.
Axa S.a.
Kovack Advisors, Inc.
Quantitative Investment Management, LLC
People's United Financial, Inc.
Yorktown Management & Research Co Inc
Neo Ivy Capital Management
Mizuho Securities Usa Llc
Parsifal Capital Management, LP
Crewe Advisors LLC
Fort, L.p.
BIVIX - Invenomic Fund Institutional Class shares
Pathstone Family Office, Llc
Argent Capital Management Llc
Tarbox Family Office, Inc.
GFSYX - Strategic Alternatives Fund Institutional
Holocene Advisors, LP
REBYX - U.S. Small Cap Equity Fund Class Y
Henrickson Nauta Wealth Advisors, Inc.
Echo Street Capital Management LLC
Symmetry Partners, LLC
Corbenic Partners LLC
Teachers Retirement System Of The State Of Kentucky
William Blair Investment Management, Llc
Atlas Private Wealth Advisors
Activest Wealth Management
Texas Yale Capital Corp.
Lido Advisors, LLC
SEMCX - Simt Mid Cap Fund Class F
Johnson Financial Group, Inc.
Migdal Insurance & Financial Holdings Ltd.
Fox Run Management, L.l.c.
Virtu Financial LLC
Snowden Capital Advisors LLC
Bourgeon Capital Management Llc
VELA Funds - VELA Small Cap Fund Class I
Evoke Wealth, Llc
Financial Counselors Inc
Los Angeles Capital Management Llc
MEFAX - MassMutual Select Mid Cap Growth Fund Class A
Epoch Investment Partners, Inc.
Hudock, Inc.
Bridgefront Capital, LLC
Noked Capital LTD
WLVLX - Wells Fargo Low Volatility U.S. Equity Fund Class A
Gyon Technologies Capital Management, LP
RTDAX - Multifactor U.S. Equity Fund Class A
Senvest Management, LLC
Hoese & Co LLP
Sante Capital Fund, LP
Acadian Asset Management Llc
Newbrook Capital Advisors LP
Hotaling Investment Management, LLC
Teamwork Financial Advisors, LLC
Scholtz & Company, Llc
Edmond De Rothschild Holding S.a.
Savior LLC
Alphacrest Capital Management Llc
Wagner Wealth Management, Llc
DnB Asset Management AS
Islet Management, LP
Vista Equity Partners Management, Llc
Cassady Schiller Wealth Management, LLC
King Street Capital Management, L.p.
CoreCap Advisors, LLC
Zweig-DiMenna Associates LLC
Ronit Capital LLP
Invenomic Capital Management LP
Gilder Gagnon Howe & Co Llc
Arkadios Wealth Advisors
Connor, Clark & Lunn Investment Management Ltd.
Retirement Planning Co of New England, Inc.
Laurion Capital Management LP
AdvisorNet Financial, Inc
Simon Quick Advisors, Llc
Iridian Asset Management Llc/ct
Emerald Mutual Fund Advisers Trust
BI Asset Management Fondsmaeglerselskab A/S
RPG Investment Advisory, LLC
Alyeska Investment Group, L.P.
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF
Cavalry Management Group, LLC
MUFG Americas Holdings Corp
Alta Wealth Advisors LLC
Connacht Asset Management LP
Cornerstone Advisory, LLC
Kesler, Norman & Wride, LLC
Maverick Capital Ltd
Hawk Ridge Capital Management Lp
Oribel Capital Management, LP
PCSGX - PACE Small/Medium Co Growth Equity Investments Class P
Bokf, Na
Cladis Investment Advisory, LLC
Two Sigma Investments, Lp
Lenox Wealth Advisors, LLC
Jacobs Levy Equity Management, Inc
Voloridge Investment Management, Llc
State of Wyoming
Marathon Trading Investment Management LLC
Ardsley Advisory Partners Lp
Dynamic Technology Lab Private Ltd
First National Bank Of Omaha
Qube Research & Technologies Ltd
Enterprise Financial Services Corp
Comerica Bank
Ardsley Advisory Partners Lp
Metropolitan Life Insurance Co/ny
CSCVX - CornerCap Small-Cap Value Fund Investor Shares
Tiger Legatus Capital Management, LLC
Symmetry Investments LP
Brown Advisory Securities, LLC
III Capital Management
Kestra Private Wealth Services, Llc
Shelter Haven Capital Management, L.P.
Jacobi Capital Management LLC
Twinbeech Capital Lp
Optiver Holding B.V.
J. Goldman & Co LP
Federated Hermes, Inc.
Eqis Capital Management, Inc.
Widmann Financial Services, Inc.
DRW Securities, LLC
GRZZX - GRIZZLY SHORT FUND No Load
Blueshift Asset Management, LLC
Quilter Plc
Two Sigma Investments, Lp
Td Asset Management Inc
Eagle Asset Management Inc
Levin Capital Strategies, L.p.
Two Sigma Investments, Lp
Northwestern Mutual Wealth Management Co
J. Goldman & Co LP
TWHIX - Heritage Fund Investor Class
Junto Capital Management LP
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 10.00
Name Current Shares Current PPS Previous Shares Previous PPS
Artisan Partners Limited Partnership 75,843,131 44,946,724 9.24
BlackRock Inc. 54,452,575 45,215,373 9.24
PNASX - SmallCap Growth Fund I R-1 2,939,886 8.27 3,381,332 9.07
FSMDX - Fidelity Mid Cap Index Fund 2,521,437 8.27 2,347,903 9.07
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 1,698,577 8.27 1,698,577 9.07
TISCX - TIAA-CREF Social Choice Equity Fund Institutional Class 1,539,472 8.27 1,539,472 9.07
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 1,400,125 8.27 1,400,125 9.07
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 1,396,331 8.27 1,396,331 9.07
CSMEX - Carillon Scout Mid Cap Fund Class A 1,171,487 8.27 1,497,843 9.07
DAMDX - Dunham Monthly Distribution Fund Class A 1,155,813 8.27 934,922 9.07
SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF 1,086,259 8.27 1,094,685 9.07
NUSC - Nuveen ESG Small-Cap ETF 914,388 8.27 854,021 9.07
SOCL - Global X Social Media ETF 901,132 8.27 985,561 9.07
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 822,121 8.27 765,202 9.07
DFAC - Dimensional U.S. Core Equity 2 ETF 749,774 8.27 746,703 9.07
FCOM - Fidelity MSCI Communication Services Index ETF 706,176 8.27 607,695 9.07
MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 653,142 8.27 729,866 9.07
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii 640,800 8.27 640,800 9.07
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 523,928 8.27 475,181 9.07
DFVEX - U.s. Vector Equity Portfolio - Institutional Class 508,493 8.27 508,493 9.07
Name Current Shares Current PPS Previous Shares Previous PPS
Summit Global Investments 748,477 10.64 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Artisan Partners Limited Partnership 30,896,407 75,843,131 44,946,724 9.24 68.74
BlackRock Inc. 9,237,202 54,452,575 45,215,373 9.24 20.43
Summit Global Investments 748,477 748,477 10.64 0 0.00
DAMDX - Dunham Monthly Distribution Fund Class A 220,891 1,155,813 8.27 934,922 9.07 23.63
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF 195,344 387,525 8.27 192,181 9.07 101.65
FSMDX - Fidelity Mid Cap Index Fund 173,534 2,521,437 8.27 2,347,903 9.07 7.39
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 150,420 317,328 8.27 166,908 9.07 90.12
FCOM - Fidelity MSCI Communication Services Index ETF 98,481 706,176 8.27 607,695 9.07 16.21
Morningstar Funds Trust - Morningstar Alternatives Fund 68,547 98,753 8.27 30,206 9.07 226.93
GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 60,929 88,723 8.27 27,794 9.07 219.22
NUSC - Nuveen ESG Small-Cap ETF 60,367 914,388 8.27 854,021 9.07 7.07
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 56,919 822,121 8.27 765,202 9.07 7.44
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 55,013 75,453 8.27 20,440 9.05 269.14
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 48,747 523,928 8.27 475,181 9.07 10.26
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class 46,995 167,770 8.27 120,775 9.07 38.91
JHMM - John Hancock Multifactor Mid Cap ETF 46,867 321,315 8.27 274,448 9.07 17.08
SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 27,207 195,885 8.27 168,678 9.07 16.13
FZILX - Fidelity ZERO International Index Fund 20,313 315,920 8.27 295,607 9.07 6.87
GMAMX - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 19,801 60,548 8.27 40,747 9.08 48.59
PMPRX - MidCap Value Fund I R-3 19,665 40,033 8.27 20,368 9.08 96.55
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
PNASX - SmallCap Growth Fund I R-1 441,446 2,939,886 8.27 3,381,332 9.07 -13.06
CSMEX - Carillon Scout Mid Cap Fund Class A 326,356 1,171,487 8.27 1,497,843 9.07 -21.79
SOCL - Global X Social Media ETF 84,429 901,132 8.27 985,561 9.07 -8.57
MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 76,724 653,142 8.27 729,866 9.07 -10.51
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund 68,180 111,788 8.27 179,968 9.07 -37.88
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 46,949 108,119 8.27 155,068 9.07 -30.28
IYC - iShares U.S. Consumer Services ETF 41,073 188,475 8.27 229,548 9.07 -17.89
SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF 8,426 1,086,259 8.27 1,094,685 9.07 -0.77
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 4,532 164,640 8.27 169,172 9.07 -2.68
FIOOX - Fidelity Series Large Cap Value Index Fund 2,190 152,720 8.27 154,910 9.07 -1.41
IEME - iShares Evolved U.S. Media and Entertainment ETF 1,422 12,797 8.28 14,219 9.07 -10.00
BKMC - BNY Mellon US Mid Cap Core Equity ETF 840 12,291 8.30 13,131 9.06 -6.40
ILCG - iShares Morningstar Large-Cap Growth ETF 783 52,827 8.27 53,610 9.07 -1.46
CNPIX - Consumer Goods Ultrasector Profund Investor Class 378 1,999 8.50 2,377 9.26 -15.90
IETC - iShares Evolved U.S. Technology ETF 327 5,341 8.24 5,668 9.00 -5.77
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
XR Securities LLC 14,600
Two Sigma Investments, Lp 0
Symmetry Investments LP 0
Granite Point Capital Management, L.P. 0
Levin Capital Strategies, L.p. 0
Ardsley Advisory Partners Lp 0
Marathon Trading Investment Management LLC 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
CVSIX - Calamos Market Neutral Income Fund Class A
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Charter Oak Capital Management, LLC 30
Exchange Traded Concepts, Llc 17,466 9.22
Harel Insurance Investments & Financial Services Ltd. 1,293 9.28
American Research & Management Co. 170 11.76
PrairieView Partners, LLC 58 17.24
Beacon Investment Advisory Services, Inc. 138,450 9.24
IBM Retirement Fund 16,800 9.23
Geneos Wealth Management Inc. 6,400 9.22
Tealwood Asset Management Inc 182,059 9.24
Umb Bank N A/mo 179 11.17
Kestra Private Wealth Services, Llc
Lake Point Wealth Management 2,048 9.28
Macroview Investment Management Llc 40
Lester Murray Antman dba SimplyRich 186,228 9.24
Spire Wealth Management 1,826 9.31
Peregrine Capital Management Llc 1,911,318 9.24
Commonwealth Equity Services, Llc 97,076 9.23
Ridgewood Investments LLC 62,005 9.24
Truist Financial Corp 2,921,759 9.24
Tributary Capital Management, LLC 95,900 9.24
Aaron Wealth Advisors LLC 5,017 108.23
JTC Employer Solutions Trusteee Ltd 1,000 9.00
Mizuho Securities Co. Ltd. 595 8.40
Samson Rock Capital LLP 3,000,000 9240.00
Parametrica Management Ltd 17,565 9.22
Bank Julius Baer & Co. Ltd, Zurich 1,250 9.60
Wedbush Securities Inc 132,272 9.24
Investors Research Corp 10
Wealthfront Advisers Llc 23,995 9.21
Carolina Wealth Advisors, LLC 121 8.26
Tradewinds Capital Management, LLC 200 10.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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