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Ownership Summary

Ownership Summary

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 388 2,466.48 91.69 142,541,079
Mutual Fund 839 1,232.52 45.50 70,861,033
Insider 25 20.48 0.74 1,142,668

* Insider values reflect direct beneficial ownership.

Concentration

Value ($MM) % O/S Shares
Total Inst. 2,485.17 92.37 143,596,309
Top 10 Inst. 1,299.78 48.41 75,262,057
Top 20 Inst. 1,645.91 61.31 95,304,544
Top 50 Inst. 2,067.51 76.94 119,608,293

Style

Holders Value ($MM) % Inst Shares Shares
Growth 88 384.14 14.25 22,152,749
Aggressive Growth 5 28.43 1.06 1,645,653
Core Growth 65 317.13 11.76 18,275,951
Growth 18 38.58 1.44 2,231,145
Income 13 43.54 1.62 2,520,163
Income Value 7 40.85 1.52 2,366,169
Yield 6 2.69 0.10 153,994
Index 39 750.24 27.95 43,446,291
Other 104 538.05 20.03 31,144,003
Broker Dealer 20 36.96 1.38 2,140,215
GARP 35 315.70 11.75 18,263,558
Hedge Fund 44 173.85 6.47 10,064,084
Specialty 4 10.14 0.38 587,115
Sector Specific 1 1.40 0.06 89,031
Value 76 716.58 26.60 41,350,752
Core Value 59 480.05 17.79 27,660,999
Deep Value 17 236.53 8.81 13,689,753

Location: Global Region

Holders % O/S Shares Share Value
North America 342 86.87 135,040,873 2,334,748,634
Europe 54 5.36 8,337,052 146,593,041
Africa 5 0.11 166,576 3,144,035
Asia / Pacific 7 0.07 115,068 2,017,160
Latin America 2 0.01 23,178 441,182
Middle East 1 -- 1,000 17,270

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