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Ownership Summary

Ownership Summary

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 409 2,745.61 93.56 145,227,042
Mutual Fund 832 1,222.40 45.44 70,666,959
Insider 25 20.61 0.73 1,127,668

* Insider values reflect direct beneficial ownership.

Concentration

Value ($MM) % O/S Shares
Total Inst. 2,766.22 94.28 146,354,710
Top 10 Inst. 1,407.98 47.79 74,182,267
Top 20 Inst. 1,795.76 60.95 94,613,532
Top 50 Inst. 2,274.96 77.36 120,087,486

Style

Holders Value ($MM) % Inst Shares Shares
Growth 92 425.52 14.51 22,521,731
Aggressive Growth 7 33.21 1.13 1,750,435
Core Growth 67 351.76 11.99 18,614,329
Growth 18 40.55 1.39 2,156,967
Income 15 48.50 1.68 2,601,786
Income Value 7 44.30 1.53 2,380,686
Yield 8 4.20 0.14 221,100
Index 38 798.53 27.17 42,173,823
Other 116 619.30 21.13 32,798,120
Broker Dealer 19 41.94 1.42 2,209,911
GARP 39 381.06 13.03 20,230,123
Hedge Fund 53 183.22 6.22 9,654,112
Specialty 4 11.67 0.40 614,943
Sector Specific 1 1.40 0.06 89,031
Value 77 812.86 27.68 42,960,370
Core Value 60 571.54 19.48 30,245,924
Deep Value 17 241.32 8.19 12,714,446

Location: Global Region

Holders % O/S Shares Share Value
North America 357 86.98 135,021,105 2,558,559,694
Europe 59 7.11 11,036,907 202,070,264
Asia / Pacific 7 0.11 169,284 3,188,433
Africa 5 0.06 86,576 1,625,635
Latin America 2 0.01 23,178 441,182
Middle East 2 0.01 17,660 335,187

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