Institutional Stock & Mutual Fund Ownership: 97.9%
Institutional Share Purchases
Institutional Shares Sold
Net Institutional Shares Purchased
Change in Ownership
Top 10 Institutional Holdings by Shares Held
Outstanding Shares Owned
ClearBridge Investments, LLC
Manning & Napier Advisors LLC
Vanguard Group, Inc. (The)
Westwood Holdings Group Inc.
BlackRock Fund Advisors
HS Management Partners, LLC
BlackRock Institutional Trust Company, N.A.
Gamco Investors Inc
Bank of New York Mellon Corporation
Mutual Fund Ownership Details
Institutional Mutual Fund & Mutual Fund (No 13F Form) Ownership: 40%
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
Legg Mason Clearbridge Aggressive Growth Fd (i)
Vanguard Small-Cap Index Fund (i)
Vanguard Total Stock Market Index Fund (i)
iShares Core S&P Midcap ETF (i)
Met Investors Ser Tr-Clearbridge Aggressive Growth Port (i)
Prudential Jennison Mid-Cap Growth Fd (i)
College Retirement Equities Fund-Stock Account (i)
Vanguard Small-Cap Growth Index Fund (i)
SPDR S&P Mid Cap 400 ETF Trust (i)
Calvert Social Investment Fund-Equity Portfolio (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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