E*TRADE Financial Corp (NASDAQ:ETFC)

Data as of Sep 18
 +0.26 / +1.09%
Today’s Change
Today|||52-Week Range
There is significant interest inETFC by institutional investors. The 93.49% of outstanding shares they control represents a greater percentage of ownership than at any other company in the Investment Banks/Brokers industry. Additionally, during the quarter ended June 2014, these large investors purchased a net $3.2 million shares.
Mutual fund holders48.57%
Other institutional44.91%
Individual stakeholders10.60%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2014FIDELITY MANAGEMENT & RESEARCH C...  Bought 8.5 Million shares of E*TRADE Financial Corp
6/30/2014CRAMER ROSENTHAL MCGLYNN LLC  Bought 3.5 Million shares of E*TRADE Financial Corp
6/30/2014CITADEL ADVISORS LLC  Bought 3.1 Million shares of E*TRADE Financial Corp

Top 10 Owners of E*TRADE Financial Corp

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...8.37%24,158,483537,767,832+8,533,907+54.62%
The Vanguard Group, Inc.7.85%22,673,148504,704,274+470,085+2.12%
T. Rowe Price Associates, Inc.7.55%21,791,400485,076,564-3,617,242-14.24%
BlackRock Fund Advisors4.05%11,701,827260,482,669-31,706-0.27%
SSgA Funds Management, Inc.3.64%10,502,882233,794,153+125,828+1.21%
Blue Ridge Capital LLC (New York)3.24%9,342,802207,970,77300.00%
Invesco Advisers, Inc.2.60%7,504,853167,058,028-175,076-2.28%
Omega Advisors, Inc.2.40%6,923,894154,125,880+1,041,867+17.71%
Southpoint Capital Advisors LP2.17%6,250,000139,125,000-250,000-3.85%
Sterling Capital Management LLC2.05%5,915,996131,690,071-454,474-7.13%

Top 10 Mutual Funds Holding E*TRADE Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
T Rowe Price Mid Cap Value Fund3.03%8,746,060194,687,296-3,515,200-28.67%
Invesco Small Cap Value Fund1.89%5,461,200121,566,31200.00%
Fidelity Capital Appreciation Fun...1.81%5,229,343116,405,17500.00%
Vanguard Small Cap Index Fund1.73%5,003,023111,367,292+17,918+0.36%
Vanguard Total Stock Market Index...1.59%4,585,888102,081,867+82,261+1.83%
T Rowe Price Small Cap Stock Fund1.38%3,987,20088,755,072-19,600-0.49%
Dreyfus Opportunistic Mid Cap Val...1.11%3,205,95071,364,44700.00%
Vanguard 500 Index Fund1.02%2,960,44765,899,550-6,536-0.22%
Vanguard Institutional Index Fund0.99%2,868,12163,844,373-3,100-0.11%
SPDR S&P 500 ETF0.96%2,763,36561,512,505-81,324-2.86%

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