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Ownership Summary

Ownership Summary

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 390 2,474.06 91.75 142,626,041
Mutual Fund 837 1,233.75 45.39 70,676,115
Insider 25 20.48 0.74 1,142,668

* Insider values reflect direct beneficial ownership.

Concentration

Value ($MM) % O/S Shares
Total Inst. 2,490.57 92.51 143,814,751
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. 2,070.89 77.02 119,727,933

Style

Holders Value ($MM) % Inst Shares Shares
Growth 88 384.36 14.26 22,164,839
Aggressive Growth 5 28.43 1.06 1,645,653
Core Growth 65 317.14 11.76 18,275,951
Growth 18 38.79 1.44 2,243,235
Income 13 43.56 1.62 2,520,158
Income Value 7 40.85 1.52 2,366,169
Yield 6 2.70 0.10 153,989
Index 39 751.82 27.99 43,508,559
Other 105 542.77 20.05 31,167,309
Broker Dealer 21 37.38 1.39 2,162,331
GARP 35 328.42 12.10 18,813,278
Hedge Fund 44 165.44 6.12 9,515,554
Specialty 4 10.14 0.38 587,115
Sector Specific 1 1.40 0.06 89,031
Value 76 716.96 26.57 41,307,492
Core Value 59 480.43 17.76 27,617,739
Deep Value 17 236.53 8.81 13,689,753

Location: Global Region

Holders % O/S Shares Share Value
North America 343 86.91 135,104,741 2,341,658,614
Europe 54 5.35 8,315,724 146,529,230
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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