31.79 Up +0.31 +0.98%
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OWNERSHIP INFORMATION
Shares Outstanding 38.78 Mil
Institutional Ownership (%) 61.62
Top 10 Institutions (%) 29.53
Mutual Fund Ownership (%) 34.68
5%/Insider Ownership (%) 1.32
Float (%) 89
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 200 23,399,456
New Positions 39 1,116,174
Soldout Positions 19 486,729
Net Position Change 161 -562,896
Buyers 82 1,044,257
Sellers 79 -1,607,153
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
iShares Core S&P Small-Cap 768,571 0 0 0 1.88 0.18 07-18-14
Baillie Gifford Diversified Gr Fd 710,000 190,000 36.54 6,134,876 1.83 0.26 03-31-14
Vanguard Small Cap Index 669,847 -4,210 -0.62 -139,898 1.73 0.05 06-30-14
Vanguard Total Stock Mkt Idx 626,362 0 0 0 1.62 0.01 06-30-14
PowerShares Water Resources Portfolio 602,917 0 0 0 1.47 1.97 07-21-14
Pictet-Water 595,105 -1,726 -0.29 -47,282 1.53 0.48 09-30-13
iShares Russell 2000 ETF 540,138 -25,938 -4.58 -817,047 1.32 0.07 07-18-14
Vanguard Extended Market Index Fund 360,498 3,740 1.05 124,280 0.93 0.03 06-30-14
DFA U.S. Micro Cap Portfolio 357,090 5,223 1.48 158,570 0.92 0.23 04-30-14
Vanguard Small Cap Value Index Fund 352,216 4,708 1.35 156,447 0.91 0.08 06-30-14
TIAA-CREF Small-Cap Equity 339,660 1,700 0.5 51,476 0.88 0.41 05-31-14
Vanguard Dividend Appreciation Index 276,703 6,318 2.34 209,947 0.71 0.04 06-30-14
DFA U.S. Small Cap Portfolio 253,043 5,142 2.07 156,111 0.65 0.09 04-30-14
iShares Russell 2000 Value 250,391 0 0 0 0.61 0.13 07-18-14
Glenmede Small Cap Equity Portfolio 231,147 42,443 22.49 1,288,569 0.6 0.54 04-30-14
  • *Category Headings:
  • Shs Held - shares held at report date
  • Shs Chg - position change within reporting period
  • %Chg - % change
  • $Chg - market value of the position change
  • %Out - % of shares outstanding
  • %Port - % Portfolio
  • Rpt Date - report date
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