Shareholder Breakdown
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 997 | 10,621.91 | 95.97 | 69,940,697 |
| Mutual Fund | 1,295 | 3,612.58 | 30.40 | 22,193,692 |
| Insider | 15 | 80.65 | 0.61 | 447,505 |
Institutional Shareholder Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 439 | 839.52 | 7.57 | 5,516,099 |
| Sellers | 485 | -894.35 | 7.97 | -5,807,526 |
| Net | -54.83 | 0.40 | -291,427 |
Institutional Shareholder Concentration
| Value ($MM) | % O/S | Shares | |
|---|---|---|---|
| Total Inst. | 10,702.73 | 96.59 | 70,388,263 |
| Top 10 Inst. | 5,015.33 | 45.66 | 33,275,833 |
| Top 20 Inst. | 5,982.03 | 54.46 | 39,689,679 |
| Top 50 Inst. | 7,482.49 | 67.92 | 49,494,050 |
Institutional Shareholder Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 233 | 3,240.86 | 29.22 | 21,295,415 |
| Aggressive Growth | 7 | 93.72 | 0.83 | 603,547 |
| Core Growth | 161 | 2,539.84 | 22.92 | 16,704,950 |
| Growth | 65 | 607.30 | 5.47 | 3,986,918 |
| Income | 36 | 130.42 | 1.18 | 862,727 |
| Income Value | 16 | 80.06 | 0.73 | 528,925 |
| Yield | 20 | 50.36 | 0.46 | 333,802 |
| Index | 64 | 3,892.55 | 35.41 | 25,805,194 |
| Other | 219 | 2,106.57 | 19.07 | 13,895,929 |
| Broker Dealer | 30 | 501.27 | 4.56 | 3,322,122 |
| GARP | 99 | 1,208.21 | 10.92 | 7,956,637 |
| Hedge Fund | 79 | 329.82 | 2.98 | 2,174,429 |
| Specialty | 11 | 67.27 | 0.61 | 442,741 |
| VC Private Equity | -- | -- | -- | -- |
| Value | 122 | 698.80 | 6.28 | 4,579,354 |
| Core Value | 104 | 409.64 | 3.67 | 2,674,463 |
| Deep Value | 18 | 289.17 | 2.61 | 1,904,891 |
Copyright Refinitiv
