Ownership Profile

Shareholder Breakdown

Shareholder Holders Value ($MM) % O/S Shares
Institution 226 645.28 104.03 17,125,150
Mutual Fund 267 353.23 63.44 10,443,187
Insider 6 10.98 1.77 291,961

Institutional Shareholder Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 95 109.62 17.25 2,840,240
Sellers 107 -61.75 9.05 -1,490,400
Net -- 47.87 8.20 1,349,840

Institutional Shareholder Concentration

Value ($MM) % O/S Shares
Total Inst. 645.28 104.03 17,125,150
Top 10 Inst. 427.15 70.25 11,563,756
Top 20 Inst. 516.18 83.79 13,792,382
Top 50 Inst. 594.19 95.84 15,775,958

Institutional Shareholder Style

Holders Value ($MM) % Inst Shares Shares
Growth 50 109.81 17.16 2,825,130
Aggressive Growth 2 2.05 0.31 51,542
Core Growth 40 106.38 16.62 2,735,812
Growth 8 1.38 0.23 37,776
Income 7 2.61 0.41 66,950
Income Value 4 2.51 0.40 65,102
Yield 3 0.11 0.01 1,848
Index 29 191.79 33.70 5,548,170
Other 57 135.02 20.97 3,452,149
Broker Dealer 13 14.32 2.22 366,119
GARP 26 103.36 16.07 2,644,898
Hedge Fund 16 17.13 2.65 435,520
Specialty 2 0.22 0.03 5,612
Value 37 178.36 27.38 4,506,642
Core Value 28 144.69 22.15 3,646,228
Deep Value 9 33.67 5.23 860,414

Location: Global Region

Holders % O/S Shares Share Change
North America 191 96.44 15,875,548 2,048,588
Europe 23 4.73 778,742 -6,215
Asia 3 0.02 3,309 956

Top Holders

Holder Shares Held % O/S Share Change Filing Date
T. Rowe Price Associates, Inc. 2,042,242 12.41 336,403 3/31/18
BlackRock Institutional Trust Company, N.A. 2,004,121 12.17 40,571 3/31/18
The Vanguard Group, Inc. 1,660,825 10.09 61,310 5/31/18
Dimensional Fund Advisors, L.P. 1,395,341 8.48 9,847 3/31/18
Capital Research Global Investors 1,315,800 7.99 1,315,800 3/31/18
Capital World Investors 1,315,800 7.99 225,800 3/31/18
LSV Asset Management 671,820 4.08 3,000 3/31/18
State Street Global Advisors (US) 423,824 2.57 -6,214 3/31/18
ClearBridge, LLC 369,323 2.24 -6,810 3/31/18
WEDGE Capital Management, L.L.P. 364,660 2.22 -18,191 3/31/18

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
T. Rowe Price Small Cap Value Fund 1,455,013 8.84 212,300 3/31/18
American Funds SMALLCAP World Fund 1,315,800 7.99 1,315,800 3/31/18
iShares Core S&P Small-Cap ETF 851,221 5.17 46,410 5/31/18
Vanguard Total Stock Market Index Fund 406,383 2.47 4,737 5/31/18
Vanguard Small-Cap Index Fund 399,388 2.43 6,558 5/31/18
iShares Russell 2000 ETF 342,848 2.08 15,871 5/31/18
DFA U.S. Small Cap Value Portfolio 320,313 1.95 -- 1/31/18
Statens Pensjonsfond Utland 300,807 1.83 117,266 12/31/17
ClearBridge Small Cap Fund 283,588 1.72 36,250 12/31/17
Vanguard Small-Cap Value Index Fund 250,950 1.52 -944 5/31/18