EXCEL TRUST - 30068C109

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2014 · Compare: Q1 2014
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Added to 6,048,300 80,623 0.01% 0.01% 1 +1,146,559 23.39% Q2 2014 Aug 11, 2014
FMR LLC History No change 5,020,871 63,664 0.01% 0.01% 2 0 0.0% Q1 2014 May 15, 2014
PRIVATE MANAGEMENT GROUP INC History Reduced 3,298,518 43,969 2.72% 2.83% 3 -53,674 -1.6% Q2 2014 Aug 11, 2014
JPMORGAN CHASE & CO History No change 1,988,139 25,209 0.01% 0.01% 4 0 0.0% Q1 2014 May 15, 2014
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 1,815,983 24,207 0.17% 0.16% 5 -34,953 -1.89% Q2 2014 Aug 11, 2014
BlackRock Institutional Trust Company, N.A. History Added to 1,716,957 22,887 0.0% 0.0% 6 +57,842 3.49% Q2 2014 Aug 06, 2014
INVESTMENT COUNSELORS OF MARYLAND LLC History Added to 1,480,354 19,733 0.85% 0.77% 7 +42,054 2.92% Q2 2014 Aug 04, 2014
Forward Management, LLC History No change 1,420,898 18,016 1.03% 1.03% 8 0 0.0% Q1 2014 May 08, 2014
PRUDENTIAL FINANCIAL INC History No change 1,411,567 17,899 0.03% 0.03% 9 0 0.0% Q1 2014 May 14, 2014
MILLENNIUM MANAGEMENT LLC History No change 1,307,618 16,581 0.05% 0.05% 10 0 0.0% Q1 2014 May 15, 2014
BlackRock Fund Advisors History Reduced 1,231,209 16,412 0.0% 0.01% 11 -115,931 -8.61% Q2 2014 Aug 06, 2014
Clearbridge Investments, LLC History No change 1,262,260 16,005 0.02% 0.02% 12 0 0.0% Q1 2014 May 15, 2014
THIRD AVENUE MANAGEMENT LLC History No change 1,062,676 13,475 0.26% 0.26% 13 0 0.0% Q1 2014 May 14, 2014
AMERICAN CENTURY COMPANIES INC History Added to 841,959 11,223 0.01% 0.01% 14 +11,164 1.34% Q2 2014 Aug 04, 2014
DEUTSCHE BANK AG\ History No change 876,317 11,109 0.01% 0.01% 15 0 0.0% Q1 2014 May 15, 2014
STATE STREET CORP History No change 872,000 11,058 0.0% 0.0% 16 0 0.0% Q1 2014 May 15, 2014
Neuberger Berman Group LLC History New 780,500 10,404 0.01% 17 +780,500 New Q2 2014 Aug 05, 2014
WELLINGTON MANAGEMENT CO LLP History No change 810,794 10,281 0.0% 0.0% 18 0 0.0% Q1 2014 May 15, 2014
Crow Point Partners, LLC History No change 800,000 10,144 1.31% 1.31% 19 0 0.0% Q1 2014 May 27, 2014
NORTHERN TRUST CORP History No change 731,868 9,280 0.0% 0.0% 20 0 0.0% Q1 2014 May 14, 2014
DIMENSIONAL FUND ADVISORS LP History Added to 424,434 5,658 0.0% 0.0% 21 +45,202 11.92% Q2 2014 Aug 08, 2014
Bank of New York Mellon Corp History No change 378,179 4,795 0.0% 0.0% 22 0 0.0% Q1 2014 May 14, 2014
MORGAN STANLEY History No change 351,063 4,451 0.0% 0.0% 23 0 0.0% Q1 2014 May 13, 2014
BlackRock Group LTD History Added to 330,938 4,411 0.0% 0.0% 24 +12,068 3.78% Q2 2014 Aug 06, 2014
SCHWAB CHARLES INVESTMENT MANAGEMENT INC History Reduced 325,520 4,340 0.01% 0.01% 25 -9,748 -2.91% Q2 2014 Jul 30, 2014
P SCHOENFELD ASSET MANAGEMENT LP History No change 320,000 4,058 0.29% 0.29% 26 0 0.0% Q1 2014 May 13, 2014
SHIKIAR ASSET MANAGEMENT INC History Added to 300,221 4,002 1.65% 1.61% 27 +10,300 3.55% Q2 2014 Jul 23, 2014
NEW YORK STATE COMMON RETIREMENT FUND History No change 292,650 3,901 0.01% 0.01% 28 0 0.0% Q2 2014 Aug 05, 2014
GEODE CAPITAL MANAGEMENT, LLC History No change 252,222 3,198 0.0% 0.0% 29 0 0.0% Q1 2014 May 14, 2014
TIAA CREF INVESTMENT MANAGEMENT LLC History No change 238,138 3,020 0.0% 0.0% 30 0 0.0% Q1 2014 May 13, 2014
Invesco Ltd. History No change 229,938 2,916 0.0% 0.0% 31 0 0.0% Q1 2014 May 15, 2014
LAZARD ASSET MANAGEMENT LLC History No change 186,000 2,358 0.01% 0.01% 32 0 0.0% Q1 2014 May 12, 2014
TEACHERS ADVISORS INC History No change 182,597 2,315 0.01% 0.01% 33 0 0.0% Q1 2014 May 13, 2014
BlackRock Investment Management, LLC History Reduced 163,976 2,186 0.0% 0.0% 34 -2,186 -1.32% Q2 2014 Aug 06, 2014
LSV ASSET MANAGEMENT History New 159,100 2,120 0.0% 35 +159,100 New Q2 2014 Aug 06, 2014
CREDIT SUISSE AG/ History Added to 153,180 2,041 0.0% 0.0% 36 +46,441 43.51% Q2 2014 Aug 11, 2014
DIAM Co., Ltd. History No change 155,783 1,933 0.03% 0.03% 37 0 0.0% Q1 2014 May 05, 2014
ADVANTUS CAPITAL MANAGEMENT INC History Added to 138,200 1,842 0.06% 0.06% 38 +4,500 3.37% Q2 2014 Aug 01, 2014
CITADEL ADVISORS LLC History No change 141,768 1,798 0.0% 0.0% 39 0 0.0% Q1 2014 May 15, 2014
D. E. Shaw & Co., Inc. History No change 131,468 1,667 0.0% 0.0% 40 0 0.0% Q1 2014 May 15, 2014
ALLIANCEBERNSTEIN L.P. History No change 120,314 1,526 0.0% 0.0% 41 0 0.0% Q1 2014 May 13, 2014
FIC CAPITAL INC History No change 119,959 1,521 0.62% 0.62% 42 0 0.0% Q1 2014 May 14, 2014
RMR ADVISORS, INC. History No change 113,568 1,514 0.88% 0.9% 43 0 0.0% Q2 2014 Jul 21, 2014
RENAISSANCE TECHNOLOGIES LLC History No change 109,201 1,385 0.0% 0.0% 44 0 0.0% Q1 2014 May 14, 2014
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History Reduced 101,275 1,350 0.05% 0.06% 45 -10,260 -9.2% Q2 2014 Aug 11, 2014
GUGGENHEIM CAPITAL LLC History No change 104,799 1,329 0.0% 0.0% 46 0 0.0% Q1 2014 May 16, 2014
Weiss Multi-Strategy Advisers LLC History No change 102,995 1,306 0.03% 0.03% 47 0 0.0% Q1 2014 May 15, 2014
TWO SIGMA INVESTMENTS LLC History No change 90,094 1,142 0.01% 0.01% 48 0 0.0% Q1 2014 May 15, 2014
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 86,981 1,103 0.0% 0.0% 49 0 0.0% Q1 2014 May 08, 2014
STRS OHIO History Reduced 78,362 1,045 0.0% 0.01% 50 -62,738 -44.46% Q2 2014 Jul 24, 2014
Catalyst Capital Advisors LLC History No change 80,000 1,014 0.23% 0.23% 51 0 0.0% Q1 2014 May 12, 2014
THRIVENT FINANCIAL FOR LUTHERANS History No change 75,634 959 0.01% 0.01% 52 0 0.0% Q1 2014 May 14, 2014
GOLDMAN SACHS GROUP INC History No change 70,879 899 0.0% 0.0% 53 0 0.0% Q1 2014 May 15, 2014
Swiss National Bank History Added to 67,300 897 0.0% 0.0% 54 +9,200 15.83% Q2 2014 Aug 06, 2014
LEGAL & GENERAL GROUP PLC History No change 69,385 880 0.0% 0.0% 55 0 0.0% Q1 2014 May 14, 2014
RHUMBLINE ADVISERS History Reduced 62,090 828 0.0% 0.0% 56 -1,800 -2.82% Q2 2014 Aug 06, 2014
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC History No change 60,138 763 0.0% 0.0% 57 0 0.0% Q1 2014 May 23, 2014
AQR CAPITAL MANAGEMENT LLC History No change 60,100 762 0.0% 0.0% 58 0 0.0% Q1 2014 May 15, 2014
ING INVESTMENT MANAGEMENT LLC History No change 56,176 712 0.0% 0.0% 59 0 0.0% Q1 2014 May 15, 2014
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 52,654 702 0.0% 0.0% 60 0 0.0% Q2 2014 Aug 07, 2014
HSBC HOLDINGS PLC History No change 49,837 632 0.0% 0.0% 61 0 0.0% Q1 2014 May 14, 2014
Integre Advisors History No change 49,149 623 0.14% 0.14% 62 0 0.0% Q1 2014 May 14, 2014
METROPOLITAN LIFE INSURANCE CO/NY History Reduced 46,324 617 0.0% 0.0% 63 -43 -0.09% Q2 2014 Jul 31, 2014
IndexIQ Advisors LLC History New 42,848 571 0.05% 64 +42,848 New Q2 2014 Aug 04, 2014
PARAMETRIC PORTFOLIO ASSOCIATES LLC History No change 44,776 568 0.0% 0.0% 65 0 0.0% Q1 2014 May 13, 2014
Independent Order of Foresters History No change 41,732 556 0.5% 0.49% 66 0 0.0% Q2 2014 Jul 30, 2014
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 40,130 535 0.01% 0.01% 67 0 0.0% Q2 2014 Jul 18, 2014
VIRGINIA RETIREMENT SYSTEMS ET AL History Added to 39,600 528 0.01% 0.01% 68 +15,700 65.69% Q2 2014 Jul 23, 2014
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 41,000 520 0.01% 0.01% 69 0 0.0% Q1 2014 May 15, 2014
BlackRock Inc. History Added to 38,324 511 0.0% 0.0% 70 +740 1.97% Q2 2014 Aug 06, 2014
Nationwide Fund Advisors History Added to 37,947 506 0.0% 0.0% 71 +1,042 2.82% Q2 2014 Aug 11, 2014
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 38,764 492 0.0% 0.0% 72 0 0.0% Q1 2014 May 15, 2014
RUSSELL FRANK CO/ History No change 38,531 488 0.0% 0.0% 73 0 0.0% Q1 2014 May 16, 2014
FALCON POINT CAPITAL, LLC History New 35,000 467 0.47% 74 +35,000 New Q2 2014 Jul 30, 2014
Sumitomo Mitsui Trust Holdings, Inc. History Added to 34,301 457 0.0% 0.0% 75 +688 2.05% Q2 2014 Aug 11, 2014
LADENBURG THALMANN FINANCIAL SERVICES INC History No change 34,960 443 0.01% 0.01% 76 0 0.0% Q1 2014 May 15, 2014
BARCLAYS PLC History No change 35,560 427 0.0% 0.0% 77 0 0.0% Q1 2014 May 15, 2014
BLACKROCK ADVISORS LLC History Reduced 31,884 425 0.0% 0.0% 79 -4,706 -12.86% Q2 2014 Aug 06, 2014
AMERICAN INTERNATIONAL GROUP INC History Reduced 31,896 425 0.0% 0.0% 78 -830 -2.54% Q2 2014 Aug 08, 2014
BANK OF MONTREAL /CAN/ History No change 32,070 407 0.0% 0.0% 80 0 0.0% Q1 2014 May 15, 2014
PDT Partners, LLC History No change 31,933 405 0.01% 0.01% 81 0 0.0% Q1 2014 May 15, 2014
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 31,600 401 0.01% 0.01% 82 0 0.0% Q1 2014 May 13, 2014
Nine Chapters Capital Management LLC History No change 29,100 369 0.04% 0.04% 83 0 0.0% Q1 2014 May 15, 2014
Friedberg Investment Management History Reduced 26,830 357 0.13% 0.16% 84 -4,950 -15.58% Q2 2014 Aug 11, 2014
HOLLENCREST SECURITIES LLC History No change 25,500 340 0.05% 0.05% 85 0 0.0% Q2 2014 Jul 30, 2014
ProShare Advisors LLC History Reduced 23,328 311 0.0% 0.01% 86 -25,045 -51.77% Q2 2014 Aug 08, 2014
BANK OF AMERICA CORP /DE/ History No change 23,787 302 0.0% 0.0% 87 0 0.0% Q1 2014 May 15, 2014
FIRST TRUST ADVISORS LP History Added to 19,967 266 0.0% 0.0% 88 +3,143 18.68% Q2 2014 Aug 11, 2014
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 19,942 252 0.0% 0.0% 89 0 0.0% Q1 2014 May 15, 2014
GENESEE VALLEY TRUST CO History Added to 18,110 241 0.14% 0.14% 90 +25 0.14% Q2 2014 Jul 31, 2014
CANNELL PETER B & CO INC History New 18,000 240 0.01% 92 +18,000 New Q2 2014 Aug 08, 2014
WELLS FARGO & COMPANY/MN History No change 18,890 240 0.0% 0.0% 91 0 0.0% Q1 2014 May 15, 2014
AMP Capital Investors Ltd History No change 18,400 228 0.0% 0.0% 93 0 0.0% Q1 2014 May 14, 2014
FIRST MERCANTILE TRUST CO History New 16,150 215 0.02% 94 +16,150 New Q2 2014 Jul 22, 2014
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 15,600 198 0.01% 0.01% 95 0 0.0% Q1 2014 May 12, 2014
NOMURA ASSET MANAGEMENT CO LTD History No change 15,130 192 0.0% 0.0% 96 0 0.0% Q1 2014 May 14, 2014
Creative Planning History No change 15,000 190 0.0% 0.0% 97 0 0.0% Q1 2014 Apr 11, 2014
KBC Group NV History No change 13,954 186 0.0% 0.0% 98 0 0.0% Q2 2014 Aug 01, 2014
PRICE T ROWE ASSOCIATES INC /MD/ History No change 13,410 170 0.0% 0.0% 99 0 0.0% Q1 2014 May 15, 2014
UBS AG History No change 12,707 161 0.0% 0.0% 100 0 0.0% Q1 2014 May 16, 2014
GENERAL MOTORS INVESTMENT MANAGEMENT CORP History Reduced 12,026 160 0.01% 0.01% 101 -16 -0.13% Q2 2014 Aug 08, 2014
FIRST CITIZENS BANK & TRUST CO History Reduced 11,368 152 0.01% 0.01% 102 -218 -1.88% Q2 2014 Aug 05, 2014
MACQUARIE GROUP LTD History No change 11,700 148 0.0% 0.0% 103 0 0.0% Q1 2014 May 15, 2014
PRINCIPAL FINANCIAL GROUP INC History No change 11,523 146 0.0% 0.0% 104 0 0.0% Q1 2014 May 13, 2014
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 11,551 143 0.0% 0.0% 105 0 0.0% Q1 2014 Apr 18, 2014
CITIGROUP INC History No change 8,544 109 0.0% 0.0% 106 0 0.0% Q1 2014 May 15, 2014
SEI TRUST CO History Added to 7,300 97 0.0% 0.0% 107 +200 2.82% Q2 2014 Jul 22, 2014
CREDIT AGRICOLE S A History No change 4,700 60 0.0% 0.0% 108 0 0.0% Q1 2014 May 12, 2014
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 4,400 59 0.0% 0.0% 109 +900 25.71% Q2 2014 Aug 05, 2014
RidgeWorth Capital Management LLC History New 4,134 55 0.0% 110 +4,134 New Q2 2014 Jul 31, 2014
EII CAPITAL MANAGEMENT, INC. History No change 4,200 53 0.0% 0.0% 111 0 0.0% Q1 2014 May 14, 2014
GREAT WEST LIFE ASSURANCE CO /CAN/ History No change 3,600 48 0.0% 0.0% 112 0 0.0% Q2 2014 Aug 06, 2014
BlackRock Japan Co. Ltd History Reduced 3,261 43 0.0% 0.0% 113 -263 -7.46% Q2 2014 Aug 06, 2014
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History New 3,000 40 0.0% 114 +3,000 New Q2 2014 Aug 07, 2014
BNP PARIBAS ARBITRAGE, SA History No change 2,499 31 0.0% 0.0% 115 0 0.0% Q1 2014 May 13, 2014
Shinko Asset Management Co., Ltd. History Reduced 2,000 27 0.0% 0.0% 116 -100 -4.76% Q2 2014 Jul 29, 2014
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 1,645 22 0.0% 0.0% 117 -130 -7.32% Q2 2014 Aug 05, 2014
Tower Research Capital LLC History No change 1,656 21 0.0% 0.0% 118 0 0.0% Q1 2014 May 02, 2014
Daiwa Securities Group Inc. History No change 1,300 16 0.0% 0.0% 119 0 0.0% Q1 2014 May 15, 2014
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 306 4 0.0% 0.0% 120 0 0.0% Q2 2014 Aug 06, 2014
AMERIPRISE FINANCIAL INC History No change 248 3 0.0% 0.0% 121 0 0.0% Q1 2014 May 14, 2014
PNC FINANCIAL SERVICES GROUP, INC. History No change 180 2 0.0% 0.0% 122 0 0.0% Q2 2014 Aug 08, 2014
Cornerstone Advisors, Inc. History No change 43 1 0.0% 0.0% 123 0 0.0% Q2 2014 Jul 29, 2014
TFS CAPITAL LLC History Closed out 0 0 0.05% -54,867 -100.0% Q2 2014 Jul 21, 2014
MENTA CAPITAL LLC History Closed out 0 0 0.08% -20,730 -100.0% Q2 2014 Aug 05, 2014
SECOR Capital Advisors, LP History Closed out 0 0 0.12% -18,534 -100.0% Q2 2014 Jul 23, 2014
Carroll Financial Associates, Inc. History Closed out 0 0 0.0% -1,000 -100.0% Q2 2014 Aug 08, 2014