Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 656 7,127.24 103.45 214,794,234
Mutual Fund 1,163 2,823.18 45.89 95,406,923
Insider 22 25.45 0.40 827,172

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 338 882.27 12.82 26,619,738
Sellers 398 -1,326.62 19.15 -39,767,227
Net -444.35 6.33 -13,147,489

Concentration

Concentration Value ($MM) % O/S Shares
Total Inst. 7,147.49 103.78 215,477,344
Top 10 Inst. 3,278.52 47.58 98,780,247
Top 20 Inst. 4,569.74 66.20 137,452,332
Top 50 Inst. 5,900.64 85.51 177,551,697

Style

Style Holders Value ($MM) % Inst Shares Shares
Growth 143 1,085.59 15.80 32,809,162
Aggressive Growth 4 191.36 2.78 5,765,574
Core Growth 102 848.58 12.34 25,612,520
Growth 37 45.65 0.69 1,431,068
Income 20 62.86 0.90 1,871,690
Income Value 6 39.13 0.56 1,156,803
Yield 14 23.73 0.34 714,887
Index 51 1,999.24 29.02 60,264,272
Other 176 1,875.74 27.24 56,549,205
Broker Dealer 31 322.99 4.70 9,750,134
GARP 65 968.99 14.07 29,210,551
Hedge Fund 72 548.77 7.96 16,532,632
Specialty 7 33.98 0.49 1,025,835
VC Private Equity 1 1.00 0.01 30,053
Value 91 1,985.37 28.77 59,742,028
Core Value 76 1,752.53 25.32 52,581,193
Deep Value 15 232.84 3.45 7,160,835

Location: Global Region

Location Holders % O/S Shares Share Value
North America 513 87.03 180,703,653 5,993,798,880
Europe 112 15.90 33,018,748 1,096,856,757
Asia / Pacific 50 0.84 1,741,706 56,812,249
Middle East 1 0.04 90,851 3,015,345
Latin America 1 0.02 49,173 1,606,974
Africa 2 0.01 17,310 596,831

* Insider values reflect direct beneficial ownership.

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