72.55 Down -0.69 -0.94%
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OWNERSHIP INFORMATION
Shares Outstanding 50.39 Mil
Institutional Ownership (%) 91.17
Top 10 Institutions (%) 35.03
Mutual Fund Ownership (%) 46.83
5%/Insider Ownership (%) 1.90
Float (%) 89
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 446 46,523,211
New Positions 92 1,713,268
Soldout Positions 45 317,881
Net Position Change 354 -54,015
Buyers 175 3,309,556
Sellers 179 -3,363,571
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
iShares Select Dividend 2,099,631 0 0 0 4.13 1.06 09-19-14
Old Westbury Small & Mid Cap Fund 1,629,690 287,500 21.42 24,411,625 3.23 1.96 04-30-14
Fidelity® Mid-Cap Stock Fund 1,374,900 0 0 0 2.73 1.09 07-31-14
Vanguard Small Cap Index 791,415 4,318 0.55 316,337 1.57 0.12 08-31-14
iShares Core S&P Mid-Cap 772,133 -896 -0.12 -65,005 1.52 0.23 09-19-14
Munder Mid-Cap Core Growth Fund 770,825 -15,900 -2.02 -1,330,830 1.53 1.03 06-30-14
Vanguard Total Stock Mkt Idx 734,872 10,116 1.4 741,098 1.46 0.01 08-31-14
Nordea-1 North American All Cap 642,849 30,000 4.9 2,516,700 1.28 2.14 05-31-14
RS Partners Fund 540,380 -34,651 -6.03 -2,900,289 1.07 2.09 06-30-14
SPDR® S&P MIDCAP 400 ETF 498,355 11,534 2.37 839,445 0.99 0.24 07-31-14
Vanguard Extended Market Index Fund 470,437 4,276 0.92 313,260 0.93 0.09 08-31-14
Fidelity Advisor® Small Cap Fund 440,000 0 0 0 0.87 1.14 05-31-14
Vanguard Small Cap Value Index Fund 417,861 3,547 0.86 259,853 0.83 0.22 08-31-14
Nuveen Santa Barbara Dividend Growth Fd 405,686 58,488 16.85 4,284,831 0.81 1.18 08-31-14
GMO Emerging Domestic Opportunities Fd 379,798 117,900 45.02 9,870,588 0.75 1.18 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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