81.36 Down -0.49 -0.60%
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OWNERSHIP INFORMATION
Shares Outstanding 125.16 Mil
Institutional Ownership (%) 94.43
Top 10 Institutions (%) 38.41
Mutual Fund Ownership (%) 45.79
5%/Insider Ownership (%) 1.04
Float (%) 99
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 592 118,034,553
New Positions 111 5,066,513
Soldout Positions 63 6,579,338
Net Position Change 481 1,290,373
Buyers 232 7,776,984
Sellers 249 -6,486,611
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
Vanguard Mid-Cap Index Fund 2,154,414 18,204 0.85 1,473,432 1.72 0.32 08-31-14
Vanguard Total Stock Mkt Idx 2,060,430 23,628 1.16 1,912,450 1.65 0.05 08-31-14
First Eagle Fund of America 1,909,500 0 0 0 1.53 4.67 07-31-14
Hartford Capital Appreciation Fund 1,748,490 -2,305 -0.13 -186,567 1.4 1.15 08-31-14
Old Westbury Small & Mid Cap Fund 1,695,000 545,000 47.39 38,880,300 1.33 1.72 04-30-14
Vanguard Five Hundred Index Fund 1,318,655 11,782 0.9 953,635 1.05 0.06 08-31-14
SPDR® S&P 500 ETF 1,303,531 -21,490 -1.62 -1,758,956 1.05 0.06 09-26-14
Vanguard Institutional Index Fund 1,303,298 7,900 0.61 639,426 1.04 0.06 08-31-14
AB SICAV Select US Equity Portfolio 1,119,429 -119,533 -9.65 -9,030,718 0.89 2.03 07-31-14
Fidelity VIP Mid Cap Portfolio 1,008,400 -72,200 -6.68 -5,843,868 0.81 0.88 08-31-14
Fidelity® Capital Appreciation Fund 910,589 -9,800 -1.06 -793,212 0.73 0.87 08-31-14
Principal MidCap Fund 905,948 15,000 1.68 1,214,100 0.72 0.82 08-31-14
Hartford Capital Appreciation HLS Fund 786,213 -1,865 -0.24 -150,953 0.63 0.83 08-31-14
JPMorgan Equity Income Fund 771,643 26,292 3.53 1,986,361 0.62 0.75 07-31-14
Vanguard Morgan™ Growth Fund 761,362 -190,016 -19.97 -14,388,012 0.61 0.52 06-30-14
  • *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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