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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 | 122 |
Total Number of Shares Held
36.63 M
% of Shares Owned by all Large Block Holders
100.00%
|
|
| Mutual Fund | 229 | ||
| Other Major | 13 | ||
| Total Number of Large Block Holders | 364 | ||
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Dimensional Fund Advisors, LP | 1.37 M | 16.53 M | 0.02% | 3.74% | Low |
| Barclays Global Investors, N.A. | 1.06 M | 12.84 M | 0.00% | 2.91% | Low |
| Goldman Sachs Asset Management (US) | 703,483 | 8.48 M | 0.01% | 1.92% | Medium |
| AXA Rosenberg Investment Management LLC | 630,581 | 7.60 M | 0.02% | 1.72% | Medium |
| Putnam Investment Management, L.L.C. | 624,384 | 7.53 M | 0.01% | 1.70% | Low |
| The Boston Company Asset Management, LLC | 571,457 | 6.89 M | 0.01% | 1.56% | Low |
| California Public Employees' Retirement System | 508,904 | 6.14 M | 0.01% | 1.39% | Low |
| AQR Capital Management, LLC | 487,877 | 5.88 M | 0.05% | 1.33% | Medium |
| Harris Investment Management, Inc. | 466,530 | 5.63 M | 0.01% | 1.27% | Low |
| State Street Global Advisors (US) | 402,742 | 4.86 M | 0.00% | 1.10% | Low |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| RBC O'Shaughnessy U.S. Growth Fund | 497,428 | 10.11 M | 1.74% | 1.36% | High |
| DFA Tax-Managed U.S. Targeted Value Portfolio | 389,200 | 7.69 M | 0.27% | 1.06% | Low |
| AXA Premier VIP Growth Portfolio | 323,402 | 6.06 M | 2.29% | 0.88% | — |
| DFA U.S. Micro Cap Series | 351,300 | 3.80 M | 0.09% | 0.96% | Low |
| Royce Total Return Fund | 288,128 | 3.47 M | 0.07% | 0.79% | Low |
| Pioneer Small Cap Value Fund | 187,200 | 3.00 M | 0.52% | 0.51% | High |
| American Century Small Company Fund | 232,356 | 2.80 M | 0.28% | 0.63% | High |
| Dreyfus Variable Investment - Developing Leaders | 228,500 | 2.76 M | 0.69% | 0.62% | Medium |
| Putnam Small Cap Growth Fund | 223,700 | 2.70 M | 0.76% | 0.61% | High |
| Bridgeway Small Cap Value Fund | 199,650 | 2.41 M | 0.86% | 0.55% | Medium |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Leeds (Richard Brian) | 10.47 M | 212.75 M | — | 28.58% | Low |
| Leeds (Robert) | 6.92 M | 140.70 M | — | 18.90% | Low |
| Leeds (Bruce) | 6.92 M | 140.70 M | — | 18.90% | Low |
| Fiorentino (Gilbert) | 821,666 | 13.15 M | — | 2.24% | Medium |
| Bunt (Nancy Leeds) | 234,162 | 4.76 M | — | 0.64% | Low |
| Leeds ( David) | 227,262 | 4.62 M | — | 0.62% | Low |
| Goldschein (Steven M) | 116,000 | 1.98 M | — | 0.32% | Low |
| Rosenthal (Robert D) | 36,627 | 748,656.00 | — | 0.10% | Low |
| BNP Paribas Arbitrage SA | 35,000 | 422,100.00 | — | 0.10% | High |
| Leeds (Carol) | 10,000 | 203,200.00 | — | 0.03% | Low |
