Ownership Summary

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 1,662 38,850.67 76.95 200,646,450
Mutual Fund 2,793 17,608.61 37.21 97,471,554
Insider 18 46.89 0.09 245,538

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 567 2,074.65 4.10 10,694,138
Sellers 631 -2,633.84 5.17 -13,492,254
Net -559.19 1.07 -2,798,116

Concentration

Value ($MM) % O/S Shares
Total Inst. 38,898.38 77.05 200,896,577
Top 10 Inst. 16,956.46 33.25 86,692,397
Top 20 Inst. 21,492.45 42.31 110,315,499
Top 50 Inst. 27,657.95 54.46 141,996,222

* Insider values reflect direct beneficial ownership.

Copyright Thomson Reuters Corporation

Style

Holders Value ($MM) % Inst Shares Shares
Growth 401 9,416.19 18.74 48,875,451
Aggressive Growth 18 361.12 0.71 1,856,397
Core Growth 288 6,142.79 12.17 31,740,610
Growth 95 2,912.28 5.86 15,278,444
Income 91 842.74 1.73 4,514,695
Income Value 41 370.64 0.76 1,987,135
Yield 50 472.10 0.97 2,527,560
Index 59 11,712.88 23.28 60,689,559
Other 376 10,454.34 20.29 52,899,034
Broker Dealer 36 1,593.47 3.10 8,079,148
GARP 188 5,828.78 11.30 29,474,722
Hedge Fund 136 2,357.18 4.58 11,950,024
Specialty 13 526.82 1.02 2,652,144
VC Private Equity 2 1.12 -- 5,680
Sector Specific 1 146.97 0.28 737,316
Value 240 5,120.27 10.30 26,851,264
Core Value 196 4,742.62 9.46 24,677,870
Deep Value 44 377.64 0.83 2,173,394

Location: Global Region

Holders % O/S Shares Share Value
North America 1,340 66.07 172,275,788 33,525,605,320
Europe 252 9.24 24,077,460 4,518,995,080
Asia / Pacific 77 1.69 4,411,852 831,274,001
Latin America 6 0.04 102,294 17,758,896
Africa 4 0.01 29,208 4,748,017
Middle East 2 -- 492 94,294