Shareholders
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 557 | 5,494.65 | 108.39 | 219,717,553 |
| Mutual Fund | 1,140 | 2,622.88 | 48.70 | 99,284,613 |
| Insider | 22 | 24.53 | 0.40 | 804,011 |
Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 260 | 1,037.68 | 20.52 | 41,594,469 |
| Sellers | 412 | -974.58 | 19.02 | -38,554,013 |
| Net | 63.10 | 1.50 | 3,040,456 |
Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 5,520.02 | 108.78 | 220,521,414 |
| Top 10 Inst. | 2,740.28 | 54.27 | 110,007,079 |
| Top 20 Inst. | 3,731.21 | 73.89 | 149,787,590 |
| Top 50 Inst. | 4,688.49 | 92.82 | 188,159,284 |
Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 117 | 745.57 | 14.72 | 29,835,614 |
| Aggressive Growth | 4 | 131.25 | 2.60 | 5,268,940 |
| Core Growth | 86 | 576.51 | 11.39 | 23,096,412 |
| Growth | 27 | 37.81 | 0.73 | 1,470,262 |
| Income | 23 | 59.11 | 1.13 | 2,290,199 |
| Income Value | 8 | 35.63 | 0.67 | 1,351,457 |
| Yield | 15 | 23.48 | 0.46 | 938,742 |
| Index | 47 | 1,346.13 | 26.64 | 53,997,398 |
| Other | 142 | 1,691.51 | 33.44 | 67,783,205 |
| Broker Dealer | 27 | 240.80 | 4.74 | 9,605,298 |
| GARP | 51 | 1,072.09 | 21.23 | 43,029,112 |
| Hedge Fund | 58 | 339.34 | 6.70 | 13,571,986 |
| Specialty | 6 | 39.28 | 0.78 | 1,576,809 |
| Value | 77 | 1,557.39 | 30.82 | 62,473,710 |
| Core Value | 63 | 1,332.49 | 26.37 | 53,451,186 |
| Deep Value | 14 | 224.90 | 4.45 | 9,022,524 |
Location: Global Region
| Location | Holders | % O/S | Shares | Share Value |
|---|---|---|---|---|
| North America | 456 | 96.75 | 196,121,351 | 4,898,804,086 |
| Europe | 85 | 10.85 | 21,995,675 | 559,628,373 |
| Asia / Pacific | 35 | 1.15 | 2,338,055 | 58,524,692 |
| Latin America | 1 | 0.02 | 49,173 | 1,632,052 |
| Africa | 2 | 0.01 | 17,310 | 596,831 |
* Insider values reflect direct beneficial ownership.
Source:
