| 9.49 Data as of Jun 19 |  +0.01 / +0.11%Today’s Change | 6.22 Today|||52-Week Range 9.86 | +25.20% Year-to-Date |
| Mutual fund holders | 45.44% |
| Other institutional | 40.52% |
| Individual stakeholders | 28.40% |
| 3/31/2013 | LORD, ABBETT & CO. LLC Bought 5.0 Million shares of CapitalSource Inc |
| 3/31/2013 | WELLINGTON MANAGEMENT CO. LLP Bought 2.1 Million shares of CapitalSource Inc |
| 3/31/2013 | PINE RIVER CAPITAL MANAGEMENT LP Bought 2.1 Million shares of CapitalSource Inc |
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Fidelity Management & Research Co... | 9.41% | 18,445,902 | 173,575,938 | +362,200 | +2.00% |
| The Vanguard Group, Inc. | 6.40% | 12,549,267 | 118,088,602 | +105,303 | +0.85% |
| Dimensional Fund Advisors, Inc. | 5.96% | 11,677,058 | 109,881,116 | +866,333 | +8.01% |
| SSgA Funds Management, Inc. | 5.73% | 11,234,035 | 105,712,269 | -197,896 | -1.73% |
| NFJ Investment Group | 3.94% | 7,719,500 | 72,640,495 | 0 | 0.00% |
| BlackRock Fund Advisors | 3.52% | 6,896,787 | 64,898,766 | +203,963 | +3.05% |
| Wells Fargo Bank NA | 3.03% | 5,940,552 | 55,900,594 | +20,778 | +0.35% |
| Cardinal Capital Management LLC | 2.87% | 5,632,607 | 53,002,832 | -64,400 | -1.13% |
| AllianceBernstein LP | 2.86% | 5,596,414 | 52,662,256 | -1,998,542 | -26.31% |
| OppenheimerFunds, Inc. | 2.74% | 5,367,125 | 50,504,646 | -4,030,480 | -42.89% |
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Fidelity Small Cap Discovery Fund | 4.90% | 9,606,000 | 90,392,460 | +6,000 | +0.06% |
| Fidelity Small Cap Value Fund | 4.26% | 8,350,000 | 78,573,500 | -250,000 | -2.91% |
| AllianzGI NFJ Small Cap Value Fun... | 3.62% | 7,092,200 | 66,737,602 | 0 | 0.00% |
| Oppenheimer Main Street Small & M... | 2.81% | 5,514,269 | 51,889,271 | +207,300 | +3.91% |
| SPDR S&P Bank ETF | 2.76% | 5,415,668 | 50,961,436 | +420,126 | +8.41% |
| DFA US Small Cap Value Portfolio | 1.83% | 3,590,392 | 33,785,589 | +549,608 | +18.07% |
| Vanguard Small Cap Index Fund | 1.50% | 2,940,437 | 27,669,512 | -607,837 | -17.13% |
| Vanguard Total Stock Market Index... | 1.42% | 2,780,058 | 26,160,346 | -226,092 | -7.52% |
| SPDR S&P Regional Banking ETF | 1.32% | 2,586,320 | 24,337,271 | +86,569 | +3.46% |
| Oppenheimer Main Street Small & M... | 1.26% | 2,480,349 | 23,340,084 | +967,460 | +63.95% |
.
