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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 | 73 |
Total Number of Shares Held
27.2 M
% of Shares Owned by all Large Block Holders
100.00%
|
|
| Mutual Fund | 76 | ||
| Other Major | 10 | ||
| Total Number of Large Block Holders | 159 | ||
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Capital Southwest Corporation | 9.32 M | 40.53 M | 17.86% | 34.26% | Low |
| Barclays Global Investors, N.A. | 732,691 | 3.14 M | 0.00% | 2.69% | Low |
| AWM Investment Company, Inc. | 675,828 | 2.90 M | 0.39% | 2.48% | Low |
| Renaissance Technologies Corp. | 504,200 | 2.16 M | 0.00% | 1.85% | High |
| Ergates Capital Management, L.L.C. | 500,000 | 2.14 M | 0.76% | 1.84% | High |
| Veritas SG Investment Trust GmbH | 262,000 | 1.82 M | 0.09% | 0.96% | Medium |
| Wells Capital Management Inc. | 326,100 | 1.40 M | 0.00% | 1.20% | Low |
| Vanguard Group, Inc. | 307,820 | 1.32 M | 0.00% | 1.13% | Low |
| First Wilshire Securities Management, Inc. | 269,802 | 1.16 M | 0.27% | 0.99% | Low |
| Two Sigma Investments, LLC | 221,700 | 951,093.00 | 0.02% | 0.82% | High |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Veritas SG Inv Veri-Eurovaleur Fonds | 250,000 | 1.74 M | 1.70% | 0.92% | Medium |
| Wells Fargo Advantage Small Cap Disciplined Fund | 194,000 | 843,900.00 | 0.22% | 0.71% | Medium |
| Vanguard Total Stock Market Index Fund | 152,411 | 653,843.00 | 0.00% | 0.56% | Low |
| ING Wells Fargo Small Cap Disciplined Portfolio | 76,900 | 329,901.00 | 0.22% | 0.28% | Medium |
| Vanguard Small-Cap Index Fund | 73,314 | 314,517.00 | 0.00% | 0.27% | Low |
| iShares Russell 2000 Index Fund | 58,115 | 249,313.00 | 0.00% | 0.21% | Low |
| CREF Stock Account | 57,057 | 244,775.00 | 0.00% | 0.21% | Low |
| Special Situations Fund III, L.P. | 47,311 | 202,964.00 | 0.68% | 0.17% | Low |
| TIAA-CREF Institutional Small Cap Equity Fund | 35,600 | 152,724.00 | 0.03% | 0.13% | High |
| Wells Fargo Advantage Diversified Small Cap | 35,101 | 150,583.00 | 0.03% | 0.13% | Medium |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Adams (Roger R) | 4.81 M | 20.91 M | — | 17.68% | Low |
| Middlekauff (Richard E) | 2.01 M | 8.75 M | — | 7.40% | Low |
| Staffaroni (Michael G) | 1.06 M | 4.61 M | — | 3.90% | Low |
| Hamner (Patrick F) | 363,150 | 1.58 M | — | 1.34% | Low |
| Ligon (Samuel B) | 313,515 | 1.36 M | — | 1.15% | Low |
| Hessong (Michael W) | 280,356 | 1.22 M | — | 1.03% | Low |
| Kindley (James T) | 2,000 | 51,720.00 | — | 0.01% | — |
| Martin (Gary L) | 5,000 | 21,750.00 | — | 0.02% | Low |
| O'Neil (John W) | 5,000 | 21,750.00 | — | 0.02% | — |
| Peterson (Jeffrey G) | 1,200 | 5,220.00 | — | 0.00% | Low |
