86.32Up+0.55+0.64%Today's Close  |  86.31 unch -0.01% After hours
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OWNERSHIP INFORMATION
Shares Outstanding 0.00
Institutional Ownership (%) NA
Top 10 Institutions (%) 39.98
Mutual Fund Ownership (%) 42.21
5%/Insider Ownership (%) 1.75
Float (%) 89
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 423 51,984,963
New Positions 76 6,024,109
Soldout Positions 47 743,916
Net Position Change 347 571,043
Buyers 168 3,420,819
Sellers 179 -2,849,776
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
iShares Select Dividend ETF 1,997,481 3,864 0.19 333,540 4.09 1.29 04-17-14
Munder Mid-Cap Core Growth Fund 1,137,325 1,000 0.09 94,530 2.26 1.75 12-31-13
Vanguard Small Cap Index 783,389 14,036 1.82 1,175,655 1.56 0.14 03-31-14
Vanguard Total Stock Mkt Idx 705,260 7,899 1.13 661,620 1.4 0.02 03-31-14
iShares Core S&P Mid-Cap 660,855 0 0 0 1.35 0.28 04-17-14
SPDR S&P MidCap 400 511,916 29,543 6.12 2,322,080 1.02 0.25 02-28-14
Fidelity® Mid-Cap Stock Fund 482,600 0 0 0 0.96 0.44 02-28-14
Vanguard Extended Market Index Fund 461,809 -7,476 -1.59 -626,190 0.92 0.1 03-31-14
Nordea-1 North American All Cap 449,999 50,130 12.54 4,797,942 0.9 2.56 12-31-13
Nuveen Santa Barbara Dividend Growth Fd 446,943 57,691 14.82 4,832,198 0.89 1.51 03-31-14
RS Partners Fund 438,873 32,500 8 3,072,225 0.87 1.79 12-31-13
Fidelity Advisor® Small Cap Fund 438,300 -61,700 -12.34 -5,635,678 0.87 1.07 11-30-13
JNL/Mellon Cptl 25 Fund 423,789 9,542 2.3 902,005 0.84 3.84 12-31-13
Vanguard Small Cap Value Index Fund 396,453 7,344 1.89 615,133 0.79 0.26 03-31-14
CREF Stock 396,033 -32,050 -7.49 -2,519,130 0.79 0.02 02-28-14
  • *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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