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Institutional Ownership

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 308 2,363.78 103.43 68,801,285
Mutual Fund 380 1,414.00 60.69 40,372,286
Insider 18 30.24 1.25 833,401

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 142 245.19 10.77 7,162,490
Sellers 152 -192.27 8.44 -5,613,623
Net -- 52.92 2.33 1,548,867

Concentration

Value ($MM) % O/S Shares
Total Inst. 2,363.78 103.43 68,801,285
Top 10 Inst. 1,269.77 55.81 37,127,751
Top 20 Inst. 1,584.38 69.64 46,326,772
Top 50 Inst. 2,009.12 88.09 58,599,934

Style

Holders Value ($MM) % Inst Shares Shares
Growth 67 435.11 19.07 12,688,612
Aggressive Growth 3 6.46 0.29 190,773
Core Growth 53 400.12 17.55 11,673,184
Growth 11 28.53 1.24 824,655
Income 10 45.51 2.00 1,330,755
Income Value 5 45.15 1.98 1,320,035
Yield 5 0.37 0.02 10,720
Index 30 694.54 30.52 20,299,866
Other 85 796.08 35.00 23,279,073
Broker Dealer 17 26.52 1.17 775,543
GARP 41 656.83 28.87 19,207,831
Hedge Fund 24 109.00 4.79 3,186,971
Specialty 3 3.72 0.16 108,728
Value 53 284.26 12.51 8,319,524
Core Value 41 220.03 9.68 6,440,441
Deep Value 12 64.24 2.82 1,879,083

Location: Global Region

Holders % O/S Shares Share Change
North America 250 96.45 64,157,059 4,108,849
Europe 33 3.13 2,079,281 122,618
Asia 6 1.03 685,894 34,492

Top Holders

Holder Shares Held % O/S Share Change Filing Date
Fidelity Management & Research Company 9,782,663 14.71 988,225 12/31/17
BlackRock Institutional Trust Company, N.A. 7,742,839 11.64 107,504 12/31/17
The Vanguard Group, Inc. 6,288,010 9.45 102,712 12/31/17
Waddell & Reed Investment Management Company 3,078,737 4.63 -- 12/31/17
Frontier Capital Management Company, LLC 2,465,395 3.71 336,213 12/31/17
State Street Global Advisors (US) 2,015,675 3.03 109,010 12/31/17
Dimensional Fund Advisors, L.P. 1,580,720 2.38 98,471 12/31/17
Goldman Sachs Asset Management (US) 1,530,504 2.30 225,622 12/31/17
T. Rowe Price Associates, Inc. 1,348,792 2.03 5,040 12/31/17
Renaissance Technologies LLC 1,294,416 1.95 60,200 12/31/17

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
iShares Core S&P Small-Cap ETF 3,200,386 4.81 157,921 3/31/18
Fidelity Select Semiconductors Portfolio 2,648,325 3.98 453,600 2/28/18
Vanguard Total Stock Market Index Fund 1,617,437 2.43 29,951 2/28/18
Vanguard Small-Cap Index Fund 1,545,966 2.32 18,544 2/28/18
Ivy Science and Technology Fund 1,531,637 2.30 -- 12/31/17
iShares Russell 2000 ETF 1,300,821 1.96 -3,702 3/31/18
Fidelity Series Small Cap Opportunities Fund 1,125,898 1.69 38,298 1/31/18
Vanguard Small-Cap Value Index Fund 1,006,896 1.51 13,817 2/28/18
Vanguard Extended Market Index Fund 858,215 1.29 -2,347 2/28/18
Fidelity Balanced Fund 836,400 1.26 -413,300 2/28/18

* Insider values reflect direct beneficial ownership.

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