Ownership Profile

Shareholder Breakdown

Shareholder Holders Value ($MM) % O/S Shares
Institution 216 683.13 91.79 15,109,623
Mutual Fund 266 364.78 53.64 8,828,955
Insider 6 10.98 1.77 291,961

Institutional Shareholder Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 102 45.42 6.15 1,012,865
Sellers 74 -36.86 4.93 -812,350
Net -- 8.56 1.22 200,515

Institutional Shareholder Concentration

Value ($MM) % O/S Shares
Total Inst. 683.13 91.79 15,109,623
Top 10 Inst. 454.42 60.81 10,009,267
Top 20 Inst. 543.27 72.83 11,989,095
Top 50 Inst. 626.41 84.10 13,843,444

Institutional Shareholder Style

Holders Value ($MM) % Inst Shares Shares
Growth 48 126.10 16.89 2,780,731
Aggressive Growth 2 2.35 0.31 51,542
Core Growth 39 122.58 16.42 2,702,803
Growth 7 1.17 0.16 26,386
Income 5 2.38 0.31 51,852
Income Value 3 2.28 0.31 50,238
Yield 2 0.10 0.01 1,614
Index 29 242.77 32.51 5,351,469
Other 60 155.69 20.87 3,435,420
Broker Dealer 13 10.72 1.43 236,106
GARP 27 123.31 16.55 2,724,070
Hedge Fund 19 21.51 2.87 471,988
Specialty 1 0.15 0.02 3,256
Value 34 135.75 18.21 2,997,240
Core Value 26 96.76 12.96 2,133,482
Deep Value 8 38.99 5.25 863,758

Location: Global Region

Holders % O/S Shares Share Change
North America 176 84.87 13,970,008 566,437
Europe 24 4.97 818,618 167,773
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 11.93 69,082 12/31/17
T. Rowe Price Associates, Inc. 1,705,839 10.36 -56,142 12/31/17
The Vanguard Group, Inc. 1,547,186 9.40 -4,895 12/31/17
Dimensional Fund Advisors, L.P. 1,385,494 8.42 33,507 12/31/17
Capital World Investors 1,090,000 6.62 100,000 12/31/17
LSV Asset Management 668,820 4.06 -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
ClearBridge, LLC 376,133 2.28 34,980 12/31/17

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
iShares Core S&P Small-Cap ETF 804,811 4.89 49,668 3/31/18
Vanguard Total Stock Market Index Fund 400,846 2.44 2,643 2/28/18
Vanguard Small-Cap Index Fund 355,998 2.16 9,918 2/28/18
iShares Russell 2000 ETF 326,977 1.99 1,036 3/31/18
DFA U.S. Small Cap Value Portfolio 320,313 1.95 -- 1/31/18
ClearBridge Small Cap Fund 283,588 1.72 36,250 12/31/17
Vanguard Small-Cap Value Index Fund 249,094 1.51 2,744 2/28/18
Vanguard Extended Market Index Fund 229,685 1.40 -635 2/28/18
iShares S&P Small-Cap 600 Value ETF 221,715 1.35 -10,563 3/31/18