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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 11,632.38 | 29.88 | 0.26% |
| NASDAQ | 2,325.88 | 21.92 | 0.95% |
| S&P 500 | 1,282.19 | 5.19 | 0.41% |
| Large Block Holder Type | Number | ||
|---|---|---|---|
| Institutions | 151 |
Total Number of Shares Held
50.67 M
% of Shares Owned by all Large Block Holders
100.00%
|
|
| Mutual Fund | 194 | ||
| Other Major | 9 | ||
| Total Number of Large Block Holders | 354 | ||
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| BLUM Capital Partners, L.P. | 7.43 M | 92.27 M | 4.18% | 14.66% | Low |
| Royce & Associates, LLC | 4.77 M | 59.26 M | 0.22% | 9.42% | Low |
| RS Investments | 3.32 M | 41.24 M | 0.35% | 6.55% | Medium |
| Columbia Wanger Asset Management, L.P. | 3 M | 37.26 M | 0.12% | 5.92% | Low |
| Arbor Capital Management, LLC (MN) | 1.76 M | 21.84 M | 2.31% | 3.47% | Medium |
| Barclays Global Investors, N.A. | 1.6 M | 19.91 M | 0.00% | 3.16% | Low |
| Vanguard Group, Inc. | 1.37 M | 17.04 M | 0.00% | 2.71% | Low |
| Dimensional Fund Advisors, LP | 1.29 M | 15.99 M | 0.01% | 2.54% | Low |
| Invesco Aim Management Group, Inc. | 927,938 | 11.52 M | 0.02% | 1.83% | Low |
| Goldman Sachs Asset Management (US) | 917,237 | 11.39 M | 0.01% | 1.81% | Low |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Columbia Acorn Fund | 3 M | 36.54 M | 0.21% | 5.92% | Low |
| RS Partners Fund | 2.62 M | 32.60 M | 2.00% | 5.18% | Medium |
| Royce Low-Priced Stock Fund | 2.5 M | 31.11 M | 0.91% | 4.94% | Low |
| Royce Value Plus Fund | 1.57 M | 19.54 M | 0.79% | 3.10% | Low |
| DFA U.S. Micro Cap Series | 532,178 | 6.36 M | 0.16% | 1.05% | Low |
| AIM Small Cap Equity Fund | 501,930 | 6.23 M | 1.31% | 0.99% | Low |
| Royce Pennsylvania Mutual Fund | 426,050 | 5.29 M | 0.14% | 0.84% | Low |
| First American Small Cap Select Fund | 380,056 | 4.72 M | 0.71% | 0.75% | Medium |
| RidgeWorth Small Cap Growth Stock Fund | 376,557 | 4.68 M | 0.92% | 0.74% | High |
| Vanguard Total Stock Market Index Fund | 359,301 | 4.46 M | 0.00% | 0.71% | Low |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Morganroth (Joel) | 1.96 M | 31.34 M | — | 3.87% | Low |
| Phillips (Stephen S) | 186,560 | 3.25 M | — | 0.37% | Low |
| Litwin (Jeffrey S) | 33,500 | 584,240.00 | — | 0.07% | Low |
| Brown (Robert S) | 37,237 | 462,484.00 | — | 0.07% | Medium |
| McKelvey (Michael J) | 10,000 | 124,200.00 | — | 0.02% | Low |
| Faich (Gerald A) | 10,000 | 124,200.00 | — | 0.02% | Low |
| Hitchner (Elam M) | 7,500 | 93,150.00 | — | 0.01% | Low |
| Gathman (David D) | 7,200 | 89,424.00 | — | 0.01% | Low |
| Bonovitz (Sheldon M) | 6,832 | 84,853.00 | — | 0.01% | Low |
| — | — | — | — | —% | — |
