| 47.50 Real-Time Quote |  +0.36 / +0.76%Today’s Change | 26.55 Today|||52-Week Range 48.08 | +36.42% Year-to-Date |
| Individual stakeholders | 6.56% |
| Mutual fund holders | 47.87% |
| Other institutional | 38.12% |
| 3/31/2013 | CITADEL ADVISORS LLC Bought 1.0 Million shares of Waddell & Reed Financial ... |
| 3/31/2013 | LORD, ABBETT & CO. LLC Bought 917.2 Thousand shares of Waddell & Reed Financial ... |
| 3/31/2013 | BMO ASSET MANAGEMENT CORP. Bought 531.9 Thousand shares of Waddell & Reed Financial ... |
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Fidelity Management & Research Co... | 6.76% | 5,805,324 | 248,874,240 | -1,017,942 | -14.92% |
| The Vanguard Group, Inc. | 5.36% | 4,609,075 | 197,591,045 | -103,141 | -2.19% |
| BlackRock Fund Advisors | 5.15% | 4,425,632 | 189,726,844 | +132,906 | +3.10% |
| Herndon Capital Management LLC | 4.03% | 3,458,406 | 148,261,865 | +14,362 | +0.42% |
| SSgA Funds Management, Inc. | 2.80% | 2,403,119 | 103,021,712 | -2,847 | -0.12% |
| Fisher Asset Management LLC | 2.58% | 2,215,702 | 94,987,145 | -19,840 | -0.89% |
| T. Rowe Price Associates, Inc. | 2.23% | 1,913,991 | 82,052,794 | +138,400 | +7.79% |
| Kornitzer Capital Management, Inc... | 2.00% | 1,720,425 | 73,754,620 | -736,500 | -29.98% |
| Jennison Associates LLC | 1.93% | 1,661,654 | 71,235,107 | +33,825 | +2.08% |
| Frontier Capital Management Co. L... | 1.87% | 1,606,548 | 68,872,713 | -78,680 | -4.67% |
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Fidelity Small Cap Discovery Fund | 2.85% | 2,450,000 | 105,031,500 | 0 | 0.00% |
| Buffalo Small Cap Fund | 2.51% | 2,157,500 | 92,492,025 | -437,150 | -16.85% |
| Fidelity Small Cap Value Fund | 1.98% | 1,700,000 | 72,879,000 | 0 | 0.00% |
| Vanguard Small Cap Index Fund | 1.66% | 1,426,219 | 61,142,009 | +29,238 | +2.09% |
| Vanguard Total Stock Market Index... | 1.33% | 1,143,799 | 49,034,663 | +53,272 | +4.88% |
| Janus Perkins Mid Cap Value Fund | 1.28% | 1,100,000 | 47,157,000 | +400,000 | +57.14% |
| iShares Core S&P Mid Cap ETF | 1.17% | 1,003,565 | 43,022,832 | +37,801 | +3.91% |
| Vanguard Small Cap Growth Index F... | 1.17% | 1,002,322 | 42,969,544 | +1,002,322 | -- |
| Royce Pennsylvania Mutual Fund | 1.00% | 862,027 | 36,955,097 | 0 | 0.00% |
| T Rowe Price Small Cap Stock Fund | 0.95% | 818,700 | 35,097,669 | -1,000 | -0.12% |
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