Ownership Profile

Shareholder Breakdown

Shareholder Holders Value ($MM) % O/S Shares
Institution 220 731.25 97.28 16,000,139
Mutual Fund 278 458.25 59.75 9,827,893
Insider 7 12.85 1.65 271,143

Institutional Shareholder Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 102 86.07 11.52 1,894,798
Sellers 91 -54.41 7.08 -1,164,519
Net -- 31.67 4.44 730,279

Institutional Shareholder Concentration

Value ($MM) % O/S Shares
Total Inst. 731.25 97.28 16,000,139
Top 10 Inst. 486.83 65.19 10,723,134
Top 20 Inst. 585.77 77.95 12,820,866
Top 50 Inst. 674.20 89.73 14,758,997

Institutional Shareholder Style

Holders Value ($MM) % Inst Shares Shares
Growth 46 126.13 16.87 2,774,838
Aggressive Growth 2 2.35 0.31 51,542
Core Growth 38 122.77 16.42 2,701,220
Growth 6 1.01 0.13 22,076
Income 5 2.39 0.32 51,852
Income Value 3 2.29 0.31 50,238
Yield 2 0.10 0.01 1,614
Index 30 244.10 32.69 5,376,415
Momentum 1 0.04 0.01 925
Other 60 153.92 20.60 3,387,905
Broker Dealer 14 10.93 1.46 240,807
GARP 26 121.32 16.24 2,671,854
Hedge Fund 19 21.51 2.87 471,988
Specialty 1 0.15 0.02 3,256
Value 34 182.20 23.89 3,929,079
Core Value 27 144.70 18.87 3,103,545
Deep Value 7 37.49 5.02 825,534

Location: Global Region

Holders % O/S Shares Share Change
North America 181 91.27 15,011,523 1,605,801
Europe 23 4.24 698,049 45,784
South/Central America 1 0.05 8,509 2,249
Asia 5 0.05 8,491 680

Top Holders

Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 1,963,550 11.94 69,082 12/31/17
T. Rowe Price Associates, Inc. 1,705,839 10.37 -56,142 12/31/17
The Vanguard Group, Inc. 1,547,186 9.41 -4,895 12/31/17
Dimensional Fund Advisors, L.P. 1,385,494 8.42 33,507 12/31/17
Capital Research Global Investors 1,090,000 6.63 1,090,000 12/31/17
Capital World Investors 1,090,000 6.63 100,000 12/31/17
LSV Asset Management 668,820 4.07 -16,500 12/31/17
Brown Advisory 459,356 2.79 -5,821 12/31/17
State Street Global Advisors (US) 430,038 2.61 8,956 12/31/17
WEDGE Capital Management, L.L.P. 382,851 2.33 15,020 12/31/17

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
T. Rowe Price Small Cap Value Fund 1,242,713 7.56 290,700 12/31/17
American Funds SMALLCAP World Fund 1,090,000 6.63 1,090,000 12/31/17
iShares Core S&P Small-Cap ETF 778,197 4.73 23,054 1/31/18
Vanguard Total Stock Market Index Fund 400,846 2.44 2,643 1/31/18
Vanguard Small-Cap Index Fund 354,995 2.16 8,915 1/31/18
DFA U.S. Small Cap Value Portfolio 320,313 1.95 17,236 10/31/17
iShares Russell 2000 ETF 318,153 1.93 -7,788 1/31/18
Brown Advisory Small-Cap Fundamental Value Fund 294,315 1.79 -- 12/31/17
ClearBridge Small Cap Fund 283,588 1.72 36,250 12/31/17
Vanguard Small-Cap Value Index Fund 248,450 1.51 2,100 1/31/18