Ownership Profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 690 13,501.06 107.37 135,823,225
Mutual Fund 1,229 7,221.26 61.74 78,107,547
Insider 13 175.36 1.55 1,962,277

* Insider values reflect direct beneficial ownership.

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 298 1,125.53 9.00 11,379,749
Sellers 345 -1,296.12 10.36 -13,104,518
Net -- -170.59 1.36 -1,724,769

Concentration

Value ($MM) % O/S Shares
Total Inst. 13,501.06 107.37 135,823,225
Top 10 Inst. 6,932.51 54.91 69,457,034
Top 20 Inst. 8,715.61 69.10 87,413,204
Top 50 Inst. 10,768.05 85.45 108,100,967

Style

Holders Value ($MM) % Inst Shares Shares
Growth 183 2,527.64 20.07 25,384,875
Aggressive Growth 6 78.13 0.62 786,137
Core Growth 143 2,271.71 18.02 22,798,750
Growth 34 177.81 1.42 1,799,988
Income 36 221.68 1.79 2,268,241
Income Value 15 147.34 1.17 1,485,464
Yield 21 74.33 0.62 782,777
Index 56 4,769.89 37.81 47,828,014
Other 170 4,278.46 33.93 42,924,342
Broker Dealer 26 264.31 2.09 2,648,152
GARP 77 1,786.60 14.16 17,911,669
Hedge Fund 43 181.05 1.43 1,814,611
Sector Specific 13 1,976.02 15.69 19,843,064
Specialty 11 70.47 0.56 706,846
Value 110 1,071.66 8.59 10,864,587
Core Value 94 1,003.94 8.05 10,181,290
Deep Value 16 67.71 0.54 683,297

Location: Global Region

Holders % O/S Shares Share Change
North America 477 87.18 110,289,044 -1,993,486
Europe 138 12.46 15,758,077 1,823,151
Asia 56 4.51 5,700,297 -19,935
Africa 5 0.02 25,296 4,293
South/Central America 1 -- 204 204

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