Stock Information

Ownership Summary

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 312 2,533.90 110.70 267,949,395
Mutual Fund 365 1,671.86 61.64 149,197,960
Insider 11 17.81 0.75 1,824,532

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 159 238.27 10.52 25,459,334
Sellers 164 -307.16 13.85 -33,520,592
Net -- -68.88 3.33 -8,061,258

Concentration

Value ($MM) % O/S Shares
Total Inst. 2,533.90 110.70 267,949,395
Top 10 Inst. 1,413.90 61.94 149,935,965
Top 20 Inst. 1,810.92 79.34 192,038,014
Top 50 Inst. 2,211.58 96.67 233,991,160

Style

Holders Value ($MM) % Inst Shares Shares
Growth 81 573.31 25.15 60,865,637
Aggressive Growth 1 1.98 0.09 210,000
Core Growth 60 531.85 23.28 56,351,400
Growth 20 39.48 1.78 4,304,237
Income 9 11.41 0.50 1,218,750
Income Value 4 10.60 0.47 1,131,970
Yield 5 0.82 0.04 86,780
Index 32 709.53 31.05 75,160,913
Other 80 511.09 22.44 54,315,416
Broker Dealer 17 39.18 1.72 4,155,215
GARP 36 236.53 10.40 25,176,748
Hedge Fund 22 192.16 8.43 20,400,926
Specialty 5 43.21 1.89 4,582,527
Value 49 410.39 17.93 43,388,808
Core Value 37 275.90 12.03 29,126,447
Deep Value 12 134.49 5.89 14,262,361

Location: Global Region

Holders % O/S Shares Share Change
North America 255 107.32 259,781,069 7,569,749
Europe 36 1.97 4,765,021 997,736
Asia 10 0.40 964,967 136,432

Top Holders

Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 29,668,189 12.26 527,364 3/31/18
SailingStone Capital Partners LLC 27,453,239 11.34 -2,007,229 3/31/18
The Vanguard Group, Inc. 22,787,608 9.41 5,514,961 3/31/18
Dimensional Fund Advisors, L.P. 12,921,811 5.34 1,134,934 3/31/18
JP Morgan Asset Management 11,163,742 4.61 361,179 3/31/18
Victory Capital Management Inc. 10,968,932 4.53 24,388 3/31/18
AllianceBernstein L.P. 9,706,273 4.01 -336,935 3/31/18
Wellington Management Company, LLP 9,683,771 4.00 -921,510 3/31/18
State Street Global Advisors (US) 8,494,821 3.51 -119,519 3/31/18
Fine Capital Partners LP 7,087,579 2.93 -1,641,382 3/31/18

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
iShares Core S&P Small-Cap ETF 12,391,536 5.12 667,741 5/31/18
JPMorgan Small Cap Equity Fund 7,312,181 3.02 -- 4/30/18
Victory Sycamore Small Company Opportunity Fund 7,267,300 3.00 -377,600 4/30/18
Victory Global Natural Resources Fund 6,108,718 2.52 -542,398 4/30/18
Vanguard Total Stock Market Index Fund 6,091,441 2.52 147,673 5/31/18
Vanguard Small-Cap Index Fund 5,858,654 2.42 122,660 5/31/18
Vanguard Energy Fund 5,420,147 2.24 -755,284 3/31/18
iShares Russell 2000 ETF 5,069,798 2.09 235,644 5/31/18
Goldman Sachs Small Cap Value Fund 4,386,024 1.81 -130,818 3/31/18
Vanguard Small-Cap Growth Index Fund 3,322,363 1.37 53,566 5/31/18