Ownership summary

Shareholders
  Holders Value ($MM) % O/S Shares
Institution 1,326 52,494.60 79.7 1,486,406,741
Mutual Fund 2,045 26,333.70 40.6 758,101,477
Insider * 62 139.76 0.2 3,714,109

*Insider values reflect direct beneficial ownership.

Concentration
  Value ($MM) % O/S Shares
Top 10 Inst. 22,116.13 33.4 623,516,419
Top 20 Inst. 28,150.57 42.7 796,717,079
Top 50 Inst. 36,598.35 55.5 1,034,883,826
Total Inst. 52,494.60 79.7 1,486,406,741
Style
  Holders Value ($MM) % Inst Shares Shares
Value
275 15,513.90 29.7 441,043,027
Core Value
230 8,283.02 16.0 237,122,587
Deep Value
45 7,230.88 13.7 203,920,440
Index
59 14,044.72 26.7 396,225,812
Other
357 10,958.56 20.8 309,458,258
GARP
189 6,892.95 13.1 194,807,242
Hedge Fund
104 2,154.81 4.1 60,770,214
Broker Dealer
44 1,625.97 3.1 45,849,326
Specialty
16 148.67 0.3 4,192,654
Quantitative
2 92.66 0.2 2,612,222
Sector Specific
1 38.19 0.1 1,076,600
VC Private Equity
1 5.32 0.0 150,000
Growth
363 10,876.13 20.7 306,696,877
Core Growth
279 10,107.32 19.2 285,001,660
Growth
70 581.95 1.1 16,427,187
Aggressive Growth
14 186.86 0.4 5,268,030
Income
88 751.16 1.4 21,220,424
Income Value
38 559.21 1.1 15,769,161
Yield
50 191.95 0.4 5,451,263
Momentum
2 2.72 0.0 76,810
Location: Global Region
  Holders % OS Shares Share Change
North America 951 69.0 1,287,122,949 19,448,625
Asia 62 1.4 25,507,421 991,977
Africa 8 0.1 1,253,784 17,051
South/Central America 9 0.1 1,795,572 -20,160
Europe 276 9.1 169,193,752 -3,945,269
Rotation
  Holders Value Chg ($MM) % O/S Share Change
Buyers 529 3,623.26 5.5 102,895,353
Sellers 608 -3,419.82 5.2 -97,390,277
Net -- 203.44 0.3 5,505,076