19.90 Up +0.01 +0.05%
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OWNERSHIP INFORMATION
Shares Outstanding 51.14 Mil
Institutional Ownership (%) 60.12
Top 10 Institutions (%) 32.35
Mutual Fund Ownership (%) 19.35
5%/Insider Ownership (%) 1.08
Float (%) 99
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 152 30,744,221
New Positions 42 2,640,245
Soldout Positions 18 2,663,129
Net Position Change 110 -224,091
Buyers 61 3,842,503
Sellers 49 -4,066,594
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
iShares Mortgage Real Estate Capped 1,074,108 0 0 0 2.09 1.65 07-23-14
Vanguard Small Cap Index 883,168 -10,099 -1.13 -202,182 1.73 0.04 06-30-14
Vanguard Total Stock Mkt Idx 864,734 2,187 0.25 43,784 1.69 0 06-30-14
iShares Russell 2000 ETF 734,528 4,988 0.68 99,361 1.43 0.06 07-23-14
Global X SuperDividend™ ETF 525,940 0 0 0 1.02 0.93 07-23-14
Vanguard Extended Market Index Fund 468,795 -16,935 -3.49 -339,039 0.92 0.02 06-30-14
Vanguard Small Cap Value Index Fund 464,784 4,203 0.91 84,144 0.91 0.07 06-30-14
iShares Russell 2000 Value 354,401 0 0 0 0.69 0.12 07-23-14
Alpine Global Premier Properties 300,000 0 0 0 0.59 0.81 04-30-14
Guggenheim Multi-Asset Income ETF 221,663 1,050 0.48 20,916 0.43 0.32 07-23-14
Innovator Matrix Income® Fund 219,052 11,170 5.37 209,661 0.43 3.52 03-31-14
Clough Global Opportunities 218,900 87,473 66.56 1,787,073 0.43 0.91 05-31-14
AST Prudential Growth Allocation Port 212,153 -213,500 -50.16 -4,361,804 0.41 0.06 05-31-14
CREF Stock 199,231 -1,489 -0.74 -30,420 0.39 0 05-31-14
Fidelity Spartan® Extended Mkt Indx Fd 184,016 0 0 0 0.36 0.03 05-31-14
  • *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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