Institutional Stock & Mutual Fund Ownership: 97.8%
Institutional Share Purchases
Institutional Shares Sold
Net Institutional Shares Purchased
Change in Ownership
Top 10 Institutional Holdings by Shares Held
Outstanding Shares Owned
Price (T.Rowe) Associates Inc
Vanguard Group, Inc. (The)
BlackRock Fund Advisors
Royce & Associates, LLC
Ameriprise Financial, Inc.
Blair (William) & Company, L.L.C.
NWQ Investment Management Company, LLC
Silvercrest Asset Management Group LLC
Dimensional Fund Advisors LP
Victory Capital Management Inc.
Mutual Fund Ownership Details
Institutional Mutual Fund & Mutual Fund (No 13F Form) Ownership: 48%
Mutual Fund Share Purchases
Mutual Fund Shares Sold
Net Mutual Fund Shares Purchased
Change in Ownership
Top 10 Mutual Fund Holdings by Shares Held
Outstanding Shares Owned
Price (T.Rowe) Small-Cap Value Fund (i)
Price (T.Rowe) Small Cap Stock Fund (i)
Victory Portfolios-Victory Small Company Opportunity Fund (i)
iShares Core S&P Smallcap ETF (i)
Pennsylvania Mutual Fund Inc (i)
Royce Total Return Fund (i)
Vanguard Small-Cap Index Fund (i)
Vanguard Total Stock Market Index Fund (i)
iShares Russell 2000 ETF (i)
Nuveen Investment Trust-Nuveen/NWQ Small Cap Value Fund (i)
(i) Institutional Funds
Data provided by Vickers Stock Research Corporation, a subsidiary of the Argus Research Group, Inc. All rights reserved.
About Ownership Summary
The Ownership Summary indicates the percentage breakdown of a company's equity ownership by investor type, and is derived from multiple sources. Institutional ownership data is derived from filings of Form 13F, which investment managers must file quarterly if they manage at least $100,000,000 in equities. Institutional Mutual Funds are those funds that are connected with or a part of another 13F filer. Other Funds are those mutual funds that are not associated with a 13F filer. Mutual fund information is derived from forms NQ (quarterly) and NCSRs (annually). In addition, where possible, holdings information is obtained directly from mutual funds on a more frequent basis. Insider Ownership data, which reflects changes in ownership by directors, officers, and principal stakeholders, comes from filings of Forms 3 and 4. A Form 3 filing is an initial statement of ownership, whereas a Form 4 must be filed within two business days following a change in ownership by officers, directors and beneficial owners of a given company.
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