74.12 Up +0.24 +0.32%
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OWNERSHIP INFORMATION
Shares Outstanding 50.39 Mil
Institutional Ownership (%) 91.35
Top 10 Institutions (%) 35.03
Mutual Fund Ownership (%) 47.15
5%/Insider Ownership (%) 1.91
Float (%) 89
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 455 46,610,908
New Positions 94 1,737,453
Soldout Positions 46 338,568
Net Position Change 361 -23,492
Buyers 183 3,328,681
Sellers 178 -3,352,173
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
iShares Select Dividend 2,068,914 556 0.03 41,077 4.17 1.1 08-20-14
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 1.2 06-30-14
Vanguard Small Cap Index 787,097 2,609 0.33 189,883 1.56 0.12 07-31-14
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 724,756 3,687 0.51 268,340 1.44 0.02 07-31-14
iShares Core S&P Mid-Cap 683,429 672 0.1 49,647 1.38 0.23 08-20-14
Nordea-1 North American All Cap 612,849 89,555 17.11 7,529,784 1.2 2.2 04-30-14
RS Partners Fund 540,380 -34,651 -6.03 -2,900,289 1.07 2.09 06-30-14
SPDR S&P MidCap 400 498,355 11,534 2.37 839,445 0.99 0.24 07-31-14
Vanguard Extended Market Index Fund 466,161 3,744 0.81 272,488 0.93 0.09 07-31-14
Fidelity Advisor® Small Cap Fund 440,000 0 0 0 0.87 1.14 05-31-14
Vanguard Small Cap Value Index Fund 414,314 2,212 0.54 160,989 0.82 0.22 07-31-14
GMO Emerging Domestic Opportunities Fd 379,798 117,900 45.02 9,870,588 0.75 1.18 05-31-14
Vulcan Value Partners Small Cap Fund 358,281 105,285 41.62 8,818,672 0.71 2.79 03-31-14
  • *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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