Ownership Profile

Shareholder Breakdown

Shareholder Holders Values ($) % O/S Shares
Institution 242 1,160 81.75 25,683,827
Mutual Fund 313 710 50.02 15,714,670

Institutional Shareholder Rotation

Shareholder Holders Values Change ($) % O/S Shares Change
Buyers 102 82.57 5.81 1,824,173
Sellers 98 -86.39 6.06 -1,903,301
Net -- -3.83 0.25 -79,128

Institutional Shareholder Concentration

Shareholder Values ($) % O/S Shares
Top 10 Inst. 519 36.40 11,436,747
Top 20 Inst. 774.07 54.33 17,068,792
Top 50 Inst. 1,034.94 72.92 22,910,859
Total Inst. 1,034.94 72.92 22,910,859

Institutional Shareholder Style

Shareholder Holders Values ($) % O/S Shares
Index 26 240 16.87 5,298,914
AggresGr 3 8 0.53 166,996
CoreGrowth 42 327 22.99 7,222,087
Growth 9 20 1.44 451,549
IncomeValue 5 8 0.55 172,615
Yield 7 6 0.44 138,866
BrokerDealer 15 9 0.66 205,840
GARP 28 196 13.74 4,316,282
HedgeFund 15 64 4.51 1,418,278
Specialty 2 5 0.36 111,884
CoreValue 35 205 14.71 4,622,712
DeepValue 10 34 2.39 749,681
Momentum 1 0 0.00 1,339

Top Holders: Institutional Investor

Holder Shares Held % O/S Shares Change Filing Date
BlackRock Institutional Trust Company, N.A. 1,722,329 5.48 40,977 06/30/2017
Aberdeen Asset Management, Inc. (US) 1,397,451 4.45 47,242 06/30/2017
The Vanguard Group, Inc. 1,307,153 4.16 59,876 06/30/2017
Fidelity Management & Research Company 1,231,682 3.92 -778,075 06/30/2017
Dimensional Fund Advisors, L.P. 1,206,144 3.84 7,081 06/30/2017
Renaissance Technologies LLC 1,174,414 3.74 39,600 06/30/2017
T. Rowe Price Associates, Inc. 931,666 2.97 -1,734 06/30/2017
Manulife Asset Management (US) LLC 885,009 2.82 68,243 06/30/2017
Goldman Sachs Asset Management (US) 796,202 2.53 -10,455 06/30/2017
Columbia Threadneedle Investments (US) 784,697 2.50 175,695 06/30/2017
Macquarie Investment Management 781,288 2.49 156,617 06/30/2017
Northern Trust Investments, Inc. 698,842 2.22 49,507 06/30/2017
Wellington Management Company, LLP 674,482 2.15 -74,348 06/30/2017
State Street Global Advisors (US) 585,592 1.86 39,671 06/30/2017
William Blair Investment Management, LLC 571,824 1.82 -3,543 06/30/2017
Nuveen Asset Management, LLC 537,876 1.71 119,105 06/30/2017
AllianceBernstein L.P. 497,029 1.58 54,920 06/30/2017
Voya Investment Management LLC 433,577 1.38 15,695 06/30/2017
Frontier Capital Management Company, LLC 431,750 1.37 -557 06/30/2017
WEDGE Capital Management, L.L.P. 419,785 1.34 9,630 06/30/2017
Northern Trust Global Investments 372,845 1.19 25,051 06/30/2017
Federated Global Investment Management Corp. 361,107 1.15 11,375 06/30/2017
Skyline Asset Management, L.P. 349,100 1.11 126,700 06/30/2017
Pzena Investment Management, LLC 338,149 1.08 -4,405 06/30/2017
British Columbia Investment Management Corp. 316,502 1.01 9,095 03/31/2016
Sentinel Asset Management, Inc. 315,475 1.00 315,475 06/30/2017
PENN Capital Management Company, Inc. 302,933 0.96 25,573 06/30/2017
Rothschild Asset Management, Inc. 297,311 0.95 -342 06/30/2017
Lord, Abbett & Co. LLC 243,047 0.77 -71,159 06/30/2017
Geode Capital Management, L.L.C. 242,135 0.77 -29 06/30/2017
Nuveen LLC 236,681 0.75 -18,088 06/30/2017
OppenheimerFunds, Inc. 209,767 0.67 -13,745 06/30/2017
Jennison Associates LLC 192,578 0.61 1,785 06/30/2017
Thrivent Asset Management, LLC 183,504 0.58 123,926 06/30/2017
Eagle Asset Management, Inc. 170,556 0.54 -1,093 06/30/2017
Emerald Advisers, Inc. 169,608 0.54 0 06/30/2017
Turner (Mark A) 166,813 0.53 -13,880 03/01/2017
New York State Common Retirement Fund 153,023 0.49 2,299 06/30/2017
Franklin Advisory Services, LLC 140,000 0.45 0 06/30/2017
Charles Schwab Investment Management, Inc. 124,311 0.40 5,287 06/30/2017
BlackRock Investment Management, LLC 111,419 0.35 -4,399 06/30/2017
Federated MDTA LLC 107,971 0.34 2,318 06/30/2017
SunTrust Bank 107,956 0.34 -8,000 06/30/2017
AlphaOne Capital Partners, LLC 106,573 0.34 -2,016 06/30/2017
1919 Investment Counsel, LLC 92,803 0.30 0 06/30/2017
Putnam Investment Management, L.L.C. 90,903 0.29 7,200 06/30/2017
BNY Mellon Asset Management 90,020 0.29 3,774 06/30/2017
Ward (Patrick Joseph) 88,068 0.28 -500 05/25/2017
PNC Capital Advisors, LLC 81,644 0.26 1,155 06/30/2017
First Trust Advisors L.P. 79,265 0.25 -20,974 06/30/2017

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.