Ownership Summary

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 743 8,601.93 102.23 228,746,184
Mutual Fund 1,117 4,876.64 49.15 109,980,546
Insider 24 36.52 0.32 722,925

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 320 1,237.45 14.75 33,012,244
Sellers 383 -988.38 11.83 -26,463,902
Net -- 249.08 2.92 6,548,342

Concentration

Value ($MM) % O/S Shares
Total Inst. 8,601.93 102.23 228,746,184
Top 10 Inst. 4,486.05 53.88 120,560,211
Top 20 Inst. 5,677.14 68.19 152,570,347
Top 50 Inst. 7,135.48 85.40 191,080,318

Style

Holders Value ($MM) % Inst Shares Shares
Growth 194 2,247.20 26.49 59,280,338
Aggressive Growth 12 149.16 1.79 3,999,850
Core Growth 143 1,899.05 22.67 50,714,982
Growth 39 198.99 2.04 4,565,506
Income 29 127.70 1.50 3,365,000
Income Value 10 113.85 1.36 3,047,171
Yield 19 13.85 0.14 317,829
Index 56 2,190.61 26.24 58,705,852
Other 183 2,168.46 25.90 57,946,024
Broker Dealer 25 215.09 2.58 5,768,551
GARP 91 1,185.72 14.12 31,590,653
Hedge Fund 54 644.51 7.73 17,304,861
Sector Specific 1 1.33 0.01 31,600
Specialty 11 77.54 0.92 2,060,250
VC/Private Equi 1 44.28 0.53 1,190,109
Value 117 1,690.93 20.25 45,307,555
Core Value 98 1,590.66 19.07 42,662,197
Deep Value 19 100.26 1.18 2,645,358

Location: Global Region

Holders % O/S Shares Share Change
North America 512 77.35 173,083,382 10,718,536
Europe 153 23.22 51,965,032 3,908,241
Asia 44 1.02 2,281,964 149,890
Africa 5 0.01 27,440 2,326
South/Central America 1 -- 5,955 4,065

* Insider values reflect direct beneficial ownership.

Copyright Thomson Reuters Corporation

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