Ownership Profile

Shareholder Breakdown

Shareholder Holders Values ($) % O/S Shares
Institution 237 1,176 81.76 25,714,328
Mutual Fund 304 684 48.19 15,157,695

Institutional Shareholder Rotation

Shareholder Holders Values Change ($) % O/S Shares Change
Buyers 95 115.31 7.99 2,513,375
Sellers 92 -100.40 6.95 -2,187,065
Net -- 14.91 1.04 326,310

Institutional Shareholder Concentration

Shareholder Values ($) % O/S Shares
Top 10 Inst. 548 37.92 11,928,125
Top 20 Inst. 783.61 54.22 17,053,645
Top 50 Inst. 1,043.82 72.56 22,821,005
Total Inst. 1,043.82 72.56 22,821,005

Institutional Shareholder Style

Shareholder Holders Values ($) % O/S Shares
Index 25 235 16.23 5,105,117
AggresGr 3 7 0.51 161,096
CoreGrowth 41 322 22.25 6,998,947
Growth 8 21 1.42 447,103
IncomeValue 5 9 0.61 191,965
Yield 6 7 0.47 146,344
BrokerDealer 14 9 0.61 191,521
GARP 29 245 16.96 5,334,840
HedgeFund 14 71 4.89 1,538,429
Specialty 2 4 0.29 92,347
CoreValue 36 179 12.67 3,983,901
DeepValue 9 34 2.32 730,974
Momentum 1 0 0.00 1,339

Top Holders: Institutional Investor

Holder Shares Held % O/S Shares Change Filing Date
Fidelity Management & Research Company 2,009,757 6.39 -183,438 03/31/2017
BlackRock Institutional Trust Company, N.A. 1,681,352 5.35 37,458 03/31/2017
Aberdeen Asset Management, Inc. (US) 1,350,209 4.29 156,419 03/31/2017
The Vanguard Group, Inc. 1,247,277 3.97 93,705 03/31/2017
Dimensional Fund Advisors, L.P. 1,199,063 3.81 36,914 03/31/2017
Renaissance Technologies LLC 1,134,814 3.61 38,700 03/31/2017
T. Rowe Price Associates, Inc. 933,400 2.97 -8,500 03/31/2017
Manulife Asset Management (US) LLC 816,766 2.60 190,562 03/31/2017
Goldman Sachs Asset Management (US) 806,657 2.56 -59,822 03/31/2017
Wellington Management Company, LLP 748,830 2.38 21,555 03/31/2017
Northern Trust Investments, Inc. 649,335 2.06 18,650 03/31/2017
Delaware Investments 624,671 1.99 168,129 03/31/2017
Columbia Threadneedle Investments (US) 609,002 1.94 -42,426 03/31/2017
William Blair Investment Management, LLC 575,367 1.83 -2,362 03/31/2017
State Street Global Advisors (US) 545,921 1.74 14,455 03/31/2017
AllianceBernstein L.P. 442,109 1.41 622 03/31/2017
Frontier Capital Management Company, LLC 432,307 1.37 -517,855 03/31/2017
Nuveen Asset Management, LLC 418,771 1.33 155,819 03/31/2017
Voya Investment Management LLC 417,882 1.33 20,220 03/31/2017
WEDGE Capital Management, L.L.P. 410,155 1.30 -38,715 03/31/2017
Federated Global Investment Management Corp. 349,732 1.11 -1,050 03/31/2017
Northern Trust Global Investments 347,794 1.11 501 03/31/2017
Pzena Investment Management, LLC 342,554 1.09 -243,933 03/31/2017
British Columbia Investment Management Corp. 316,502 1.01 9,095 03/31/2016
Lord, Abbett & Co. LLC 314,206 1.00 314,206 03/31/2017
Rothschild Asset Management, Inc. 297,653 0.95 121,365 03/31/2017
PENN Capital Management Company, Inc. 277,360 0.88 35,399 03/31/2017
Nuveen LLC 254,769 0.81 82,163 03/31/2017
Geode Capital Management, L.L.C. 242,164 0.77 -19,098 03/31/2017
OppenheimerFunds, Inc. 223,512 0.71 8,301 03/31/2017
Skyline Asset Management, L.P. 222,400 0.71 222,400 03/31/2017
William Blair & Company, L.L.C. 212,092 0.67 -1,785 05/31/2017
Jennison Associates LLC 190,793 0.61 67,495 03/31/2017
Eagle Asset Management, Inc. 171,649 0.55 171,649 03/31/2017
Emerald Advisers, Inc. 169,608 0.54 0 03/31/2017
Turner (Mark A) 166,813 0.53 -13,880 03/01/2017
Maltese Capital Management, LLC 166,600 0.53 66,600 03/31/2017
New York State Common Retirement Fund 150,724 0.48 11,071 03/31/2017
Franklin Advisory Services, LLC 140,000 0.45 0 03/31/2017
Walthausen & Co., LLC 135,433 0.43 -137,398 03/31/2017
JP Morgan Asset Management 133,289 0.42 500 03/31/2017
Charles Schwab Investment Management, Inc. 119,024 0.38 6,309 03/31/2017
SunTrust Bank 115,956 0.37 0 03/31/2017
BlackRock Investment Management, LLC 115,818 0.37 -2,021 03/31/2017
AlphaOne Capital Partners, LLC 108,589 0.35 928 03/31/2017
Federated MDTA LLC 105,653 0.34 76,212 03/31/2017
First Trust Advisors L.P. 100,239 0.32 20,102 03/31/2017
Two Sigma Investments, LP 95,563 0.30 548 03/31/2017
1919 Investment Counsel, LLC 92,803 0.30 0 03/31/2017
Ward (Patrick Joseph) 88,068 0.28 -500 05/25/2017

Ownership data is provided by Thomson Reuters, a third party service, and WSFS Financial Corporation does not maintain or provide information directly to this service.