Institutional Stock & Mutual Fund Ownership: 92.7%
Institutional Share Purchases
Institutional Shares Sold
Net Institutional Shares Purchased
Change in Ownership
Top 10 Institutional Holdings by Shares Held
Outstanding Shares Owned
Smith (Donald) & Company Inc.
Dimensional Fund Advisors LP
Vanguard Group, Inc. (The)
BlackRock Fund Advisors
Columbia Wanger Asset Management, L.P.
JP Morgan Chase & Company
Northern Trust Corporation
BlackRock Institutional Trust Company, N.A.
Earnest Partners LLC
State Street Corporation
Mutual Fund Ownership Details
Institutional Mutual Fund & Mutual Fund (No 13F Form) Ownership: 25%
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
Columbia Acorn Fund (i)
DFA U.S. Small Cap Value Series (i)
iShares Core S&P Smallcap ETF (i)
Permanent Portfolio Fund-Permanent Portfolio (i)
Vanguard Small-Cap Index Fund (i)
iShares Russell 2000 ETF (i)
Vanguard Total Stock Market Index Fund (i)
AMG Managers Skyline Special Equities Fd (i)
Columbia Fds Var Ser Tr II-Var Port-Partners Small Cap Value Fd (i)
iShares S&P Smallcap 600 Value ETF (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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