42.92 Down -0.11 -0.26%
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OWNERSHIP INFORMATION
Shares Outstanding 0.00
Institutional Ownership (%) 90.07
Top 10 Institutions (%) 42.28
Mutual Fund Ownership (%) 58.69
5%/Insider Ownership (%) 6.16
Float (%) 98
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 266 62,782,745
New Positions 58 1,061,382
Soldout Positions 20 1,000,382
Net Position Change 208 1,550,033
Buyers 99 3,771,201
Sellers 109 -2,221,168
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
Neuberger Berman Genesis Fund 4,158,858 216,400 5.49 10,616,584 5.92 1.35 12-31-13
Franklin Rising Dividends 3,141,600 0 0 0 4.48 1.02 12-31-13
Vanguard Explorer Fund 2,467,840 17,920 0.73 879,155 3.52 0.94 12-31-13
iShares Core S&P Small-Cap 1,437,323 1,138 0.08 48,968 2 0.46 04-15-14
iShares Russell 2000 ETF 1,168,983 14,756 1.28 634,951 1.62 0.18 04-15-14
Vanguard Small Cap Index 1,154,953 36,209 3.24 1,595,006 1.64 0.11 03-31-14
Franklin Rising Dividends Securities 1,134,200 -209,000 -15.56 -10,253,540 1.62 2.88 12-31-13
Baron Growth Fund 1,077,686 0 0 0 1.53 0.56 03-31-14
Vanguard Total Stock Mkt Idx 1,043,901 24,732 2.43 1,089,445 1.48 0.01 03-31-14
SPDR S&P Dividend ETF 1,021,401 303 0.03 13,038 1.42 0.36 04-15-14
T. Rowe Price Small Cap Value Fund 876,600 0 0 0 1.25 0.42 12-31-13
Vanguard Small Cap Growth Index Fund 855,744 11,087 1.31 488,382 1.22 0.24 03-31-14
Champlain - Small Cap Equity 774,175 -73,125 -8.63 -5,137,763 2.24 1.71 06-30-13
Vanguard Extended Market Index Fund 645,447 -3,914 -0.6 -172,412 0.92 0.07 03-31-14
Stratton Small Cap Value Fund 632,200 0 0 0 0.9 2.38 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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