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Ownership Summary

Ownership Summary

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 405 2,724.59 92.90 144,214,526
Mutual Fund 834 1,228.81 45.57 70,868,354
Insider 25 20.61 0.73 1,127,668

* Insider values reflect direct beneficial ownership.

Concentration

Value ($MM) % O/S Shares
Total Inst. 2,745.20 93.63 145,342,194
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. 2,259.56 76.87 119,333,352

Style

Holders Value ($MM) % Inst Shares Shares
Growth 91 425.51 14.51 22,527,469
Aggressive Growth 7 33.21 1.13 1,750,435
Core Growth 66 351.66 11.99 18,614,907
Growth 18 40.63 1.39 2,162,127
Income 14 48.49 1.68 2,601,698
Income Value 7 44.30 1.53 2,380,686
Yield 7 4.19 0.14 221,012
Index 38 798.02 27.17 42,172,323
Other 116 595.62 20.33 31,551,785
Broker Dealer 19 41.94 1.42 2,209,911
GARP 39 381.06 13.03 20,230,123
Hedge Fund 53 159.55 5.42 8,407,777
Specialty 4 11.67 0.40 614,943
Sector Specific 1 1.40 0.06 89,031
Value 77 816.15 27.82 43,186,331
Core Value 60 574.83 19.63 30,471,885
Deep Value 17 241.32 8.19 12,714,446

Location: Global Region

Holders % O/S Shares Share Value
North America 354 87.04 135,105,078 2,558,215,428
Europe 58 6.40 9,940,418 181,396,046
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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