Ownership Profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 899 21,584.13 95.82 128,296,070
Mutual Fund 1,505 10,446.08 38.68 51,750,188
Insider 18 457.52 2.13 2,847,611

* Insider values reflect direct beneficial ownership.

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 415 1,452.24 6.43 8,609,817
Sellers 378 -2,240.14 9.95 -13,318,317
Net -787.91 3.52 -4,708,500

Concentration

Value ($MM) % O/S Shares
Total Inst. 22,043.47 97.96 131,154,503
Top 10 Inst. 10,614.36 47.19 63,184,505
Top 20 Inst. 13,177.52 58.73 78,627,435
Top 50 Inst. 16,738.08 74.84 100,201,365

Style

Holders Value ($MM) % Inst Shares Shares
Growth 207 4,139.40 18.33 24,539,069
Aggressive Growth 9 74.99 0.33 445,677
Core Growth 151 3,441.05 15.27 20,439,989
Growth 47 623.35 2.73 3,653,403
Income 38 324.12 1.43 1,909,238
Income Value 18 258.02 1.15 1,534,292
Yield 20 66.10 0.28 374,946
Index 67 9,089.84 40.30 53,962,058
Other 217 5,397.86 24.02 32,155,794
Broker Dealer 37 536.47 2.38 3,192,517
GARP 100 2,331.72 10.37 13,889,063
Hedge Fund 58 410.35 1.82 2,437,035
Specialty 12 196.04 0.85 1,138,174
Sector Specific 10 1,923.28 8.59 11,499,005
Value 128 2,021.85 9.18 12,292,540
Core Value 110 1,563.18 7.16 9,588,920
Deep Value 18 458.67 2.02 2,703,620

Location: Global Region

Holders % O/S Shares Share Value
North America 632 81.70 109,387,703 18,394,431,992
Europe 188 12.80 17,141,745 2,863,033,396
Asia / Pacific 91 3.44 4,601,493 782,117,387
Africa 5 0.02 23,491 3,875,096
Middle East 1 -- 41 6,888
Latin America 1 -- 30 3,476

Copyright Refinitiv

* Insider values reflect direct beneficial ownership.