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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 | 201 |
Total Number of Shares Held
143.34 M
% of Shares Owned by all Large Block Holders
100.00%
|
|
| Mutual Fund | 327 | ||
| Other Major | 13 | ||
| Total Number of Large Block Holders | 541 | ||
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Dimensional Fund Advisors, LP | 11.49 M | 58.14 M | 0.05% | 8.02% | Low |
| Mazama Capital Management, Inc. | 7.88 M | 52.48 M | 1.02% | 5.50% | Medium |
| Barclays Global Investors, N.A. | 8.11 M | 41.02 M | 0.01% | 5.66% | Low |
| Fisher Investments | 6.16 M | 31.17 M | 0.08% | 4.30% | Low |
| Heartland Advisors Inc. | 4.35 M | 22.03 M | 0.91% | 3.04% | Medium |
| AXA Rosenberg Investment Management LLC | 4.32 M | 21.88 M | 0.06% | 3.02% | Medium |
| Wentworth, Hauser & Violich, Inc. | 4.3 M | 21.75 M | 0.15% | 3.00% | Low |
| Vanguard Group, Inc. | 3.91 M | 19.77 M | 0.00% | 2.73% | Low |
| Pinnacle Associates Ltd. | 3.73 M | 18.87 M | 0.52% | 2.60% | Low |
| State Street Global Advisors (US) | 3.16 M | 15.98 M | 0.00% | 2.20% | Low |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Series | 4.03 M | 19.01 M | 0.25% | 2.81% | Low |
| Heartland Value Fund | 3 M | 15.18 M | 1.11% | 2.09% | Low |
| Royce Opportunity Fund | 1.61 M | 8.14 M | 0.46% | 1.12% | Low |
| JNL/Mellon Capital Management JNL 5 Fund | 1.49 M | 7.54 M | 0.15% | 1.04% | Medium |
| DFA Tax-Managed U.S. Targeted Value Portfolio | 1.13 M | 6.68 M | 0.24% | 0.79% | Low |
| iShares Russell 2000 Index Fund | 1.27 M | 6.43 M | 0.06% | 0.89% | Low |
| DFA U.S. Micro Cap Series | 1.35 M | 6.36 M | 0.16% | 0.94% | Low |
| Vanguard Small-Cap Index Fund | 1.25 M | 6.32 M | 0.05% | 0.87% | Low |
| iShares Russell 2000 Value Index Fund | 848,855 | 4.30 M | 0.13% | 0.59% | Low |
| CREF Stock Account | 846,986 | 4.29 M | 0.00% | 0.59% | Low |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Sharp (Steven J) | 457,742 | 2.77 M | — | 0.32% | Low |
| Rhines (Walden C) | 93,500 | 616,165.00 | — | 0.07% | Low |
| Cordner (Thomas V) | 66,109 | 334,512.00 | — | 0.05% | — |
| Quinsey (Ralph G) | 39,000 | 197,340.00 | — | 0.03% | Low |
| Gibson (Charles Scott) | 32,813 | 166,034.00 | — | 0.02% | Medium |
| BNP Paribas Arbitrage SA | 32,808 | 166,008.00 | — | 0.02% | High |
| Welty (Stephanie) | 32,322 | 163,549.00 | — | 0.02% | Low |
| Kauser (Nicolas) | 21,500 | 143,190.00 | — | 0.01% | Medium |
| Young (Willis C) | 26,609 | 134,642.00 | — | 0.02% | Low |
| DeBonis (Todd A) | 26,580 | 134,495.00 | — | 0.02% | Low |
