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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 11,384.21 | 152.25 | 1.36% |
| NASDAQ | 2,294.44 | 51.12 | 2.28% |
| S&P 500 | 1,273.70 | 21.39 | 1.71% |
| Large Block Holder Type | Number | ||
|---|---|---|---|
| Institutions | 168 |
Total Number of Shares Held
18.07 M
% of Shares Owned by all Large Block Holders
100.00%
|
|
| Mutual Fund | 345 | ||
| Other Major | 14 | ||
| Total Number of Large Block Holders | 527 | ||
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Keeley Asset Management Corp. | 1.5 M | 29.33 M | 0.32% | 8.33% | Low |
| Barclays Global Investors, N.A. | 1.22 M | 23.71 M | 0.00% | 6.73% | Low |
| Voyageur Asset Management Inc. | 892,952 | 17.40 M | 0.32% | 4.94% | Medium |
| Dimensional Fund Advisors, LP | 838,145 | 16.34 M | 0.02% | 4.64% | Low |
| Fidelity Management & Research | 790,228 | 15.40 M | 0.00% | 4.37% | Low |
| Denver Investment Advisors LLC | 765,078 | 14.91 M | 0.31% | 4.23% | Medium |
| Vanguard Group, Inc. | 705,163 | 13.74 M | 0.00% | 3.90% | Low |
| Thomson Horstmann & Bryant, Inc. | 685,211 | 13.35 M | 0.59% | 3.79% | Medium |
| AXA Rosenberg Investment Management LLC | 582,613 | 11.36 M | 0.03% | 3.22% | Medium |
| UBS Global Asset Management (Americas), Inc. | 565,006 | 11.01 M | 0.02% | 3.13% | Low |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Keeley Small Cap Value Fund, Inc. | 1.59 M | 35.30 M | 0.49% | 8.80% | Low |
| Fidelity Low-Priced Stock Fund | 600,000 | 14.53 M | 0.05% | 3.32% | Low |
| Tamarack Enterprise Fund | 478,191 | 10.62 M | 4.76% | 2.65% | Low |
| DFA Tax-Managed U.S. Targeted Value Portfolio | 220,500 | 6.11 M | 0.22% | 1.22% | Low |
| JNL/Mellon Capital Management Select Small-Cap Fun | 294,000 | 5.73 M | 1.09% | 1.63% | Low |
| UBS Relationship - Small Cap Equity Fund | 243,170 | 4.74 M | 1.09% | 1.35% | Medium |
| First Investors Growth & Income Fund | 221,700 | 4.32 M | 0.58% | 1.23% | Low |
| RiverSource Variable Portfolio - Small Cap Value F | 207,300 | 4.04 M | 0.44% | 1.15% | Medium |
| RidgeWorth Small Cap Value Equity Fund | 200,526 | 3.91 M | 0.81% | 1.11% | Medium |
| DFA U.S. Micro Cap Series | 192,300 | 3.70 M | 0.09% | 1.06% | Low |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Cote (Richard J) | 425,448 | 9.29 M | — | 2.35% | Low |
| Phalen (Miriam) | 254,906 | 7.06 M | — | 1.41% | High |
| Grinberg (Efraim) | 189,720 | 4.14 M | — | 1.05% | Low |
| Silverstein (Leonard L) | 96,421 | 2.11 M | — | 0.53% | Low |
| Grinberg (Gedalio) | 21,450 | 468,468.00 | — | 0.12% | Medium |
| Karpovich (Eugene J) | 14,415 | 314,824.00 | — | 0.08% | Low |
| Adame (Margaret Hayes) | 7,500 | 163,800.00 | — | 0.04% | Low |
| KBC Group NV | 8,382 | 163,365.00 | — | 0.05% | Medium |
| Howard (Alan H) | 5,649 | 123,374.00 | — | 0.03% | Low |
| Leventhal (Nathan) | 3,775 | 82,446.00 | — | 0.02% | — |
