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Institutional Ownership

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 319 2,646.75 102.17 67,620,526
Mutual Fund 399 1,792.00 65.04 43,049,433
Insider 19 33.84 1.14 757,131

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 153 352.52 13.69 9,061,792
Sellers 163 -443.14 17.60 -11,650,354
Net -- -90.62 3.91 -2,588,562

Concentration

Value ($MM) % O/S Shares
Total Inst. 2,646.75 102.17 67,620,526
Top 10 Inst. 1,415.87 54.78 36,257,909
Top 20 Inst. 1,780.26 69.08 45,719,649
Top 50 Inst. 2,254.90 87.26 57,753,240

Style

Holders Value ($MM) % Inst Shares Shares
Growth 66 455.22 17.62 11,659,358
Aggressive Growth 1 5.76 0.22 146,463
Core Growth 54 423.99 16.40 10,857,039
Growth 11 25.47 0.99 655,856
Income 10 48.83 1.89 1,250,375
Income Value 5 48.45 1.87 1,240,751
Yield 5 0.38 0.01 9,624
Index 31 814.36 31.50 20,847,688
Other 91 916.40 35.46 23,467,984
Broker Dealer 15 45.79 1.77 1,172,671
GARP 39 680.25 26.32 17,419,960
Hedge Fund 34 185.88 7.19 4,760,718
Specialty 3 4.48 0.17 114,635
Value 52 309.42 12.25 8,105,648
Core Value 41 242.37 9.65 6,386,265
Deep Value 11 67.05 2.60 1,719,383

Location: Global Region

Holders % O/S Shares Share Change
North America 258 96.23 63,688,005 1,494,990
Europe 35 2.98 1,970,151 257,182
Asia 8 0.94 618,899 -32,154

Top Holders

Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 8,022,919 12.12 280,080 3/31/18
Fidelity Management & Research Company 6,973,979 10.54 -2,808,684 3/31/18
The Vanguard Group, Inc. 6,469,371 9.77 181,361 3/31/18
Frontier Capital Management Company, LLC 3,722,826 5.62 1,257,431 3/31/18
Waddell & Reed Investment Management Company 3,267,737 4.94 189,000 3/31/18
State Street Global Advisors (US) 1,987,186 3.00 -28,489 3/31/18
Dimensional Fund Advisors, L.P. 1,614,176 2.44 33,456 3/31/18
Citadel LLC 1,585,165 2.40 1,223,504 3/31/18
Macquarie Investment Management 1,312,384 1.98 74,410 3/31/18
Invesco Advisers, Inc. 1,302,166 1.97 1,289,001 3/31/18

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
iShares Core S&P Small-Cap ETF 3,374,800 5.10 174,414 5/31/18
Ivy Science and Technology Fund 3,014,637 4.55 1,483,000 3/31/18
Vanguard Total Stock Market Index Fund 1,668,679 2.52 26,502 5/31/18
Vanguard Small-Cap Index Fund 1,609,850 2.43 20,923 5/31/18
iShares Russell 2000 ETF 1,389,369 2.10 88,548 5/31/18
Fidelity Series Small Cap Opportunities Fund 1,125,898 1.70 38,298 1/31/18
Statens Pensjonsfond Utland 1,049,310 1.59 308,553 12/31/17
Vanguard Small-Cap Value Index Fund 1,016,963 1.54 12,159 5/31/18
Vanguard Extended Market Index Fund 875,057 1.32 12,980 5/31/18
Columbia Acorn Fund 861,391 1.30 240,000 4/30/18

* Insider values reflect direct beneficial ownership.

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