Ownership Profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 446 6,894.13 108.24 117,101,208
Mutual Fund 617 3,475.64 52.61 56,968,394
Insider 10 28.58 0.42 458,176

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 213 1,038.79 15.99 17,547,491
Sellers 248 -750.71 12.92 -14,179,702
Net 288.08 3.07 3,367,789

Concentration

Value ($MM) % O/S Shares
Total Inst. 6,922.71 108.66 117,559,384
Top 10 Inst. 3,722.87 58.15 62,896,952
Top 20 Inst. 4,823.31 75.83 82,016,185
Top 50 Inst. 6,075.83 95.50 103,298,496

Style

Holders Value ($MM) % Inst Shares Shares
Growth 119 2,116.52 33.08 35,784,539
Aggressive Growth 7 35.96 0.56 609,938
Core Growth 84 1,031.82 16.16 17,485,182
Growth 28 1,048.75 16.35 17,689,419
Income 18 37.95 0.59 641,495
Income Value 5 26.78 0.42 452,935
Yield 13 11.17 0.17 188,560
Index 37 1,716.19 26.80 28,989,539
Other 109 2,269.41 35.63 38,537,590
Broker Dealer 27 163.98 2.56 2,770,346
GARP 46 1,610.77 25.34 27,405,577
Hedge Fund 28 392.27 6.13 6,631,731
Specialty 7 86.72 1.35 1,465,161
Sector Specific 1 15.67 0.24 264,775
Value 58 583.28 9.49 10,279,668
Core Value 51 563.73 9.19 9,950,063
Deep Value 7 19.55 0.30 329,605

Location: Global Region

Holders % O/S Shares Share Value
North America 355 95.16 102,945,856 6,096,883,608
Europe 79 12.96 14,033,499 791,561,849
Asia / Pacific 20 0.53 575,122 33,969,762
Middle East 1 -- 4,907 290,445
Latin America -- -- -- --

Top Holders

Holder Shares Held % O/S Share Change Filing Date
Capital Research Global Investors 13,105,218 12.12 -132,908 6/30/20
The Vanguard Group, Inc. 10,194,320 9.43 -78,541 6/30/20
BlackRock Institutional Trust Company, N.A. 8,898,520 8.23 -71,893 6/30/20
ClearBridge Investments, LLC 8,710,123 8.05 -280,257 6/30/20
PRIMECAP Management Company 6,505,961 6.02 -768,128 6/30/20
Capital International Investors 3,564,098 3.30 3,564,098 6/30/20
AllianceBernstein L.P. 3,302,400 3.05 475,597 6/30/20
Whale Rock Capital Management LLC 3,247,208 3.00 3,247,208 6/30/20
State Street Global Advisors (US) 2,729,514 2.52 -134,261 6/30/20
Artisan Partners Limited Partnership 2,639,590 2.44 331,813 6/30/20

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
American Funds SMALLCAP World Fund 5,472,938 4.99 484,800 6/30/20
ClearBridge Aggressive Growth Fund 3,525,548 3.21 -- 6/30/20
American Funds New Economy Fund 3,410,366 3.11 -- 6/30/20
American Funds New World Fund 3,057,700 2.79 11,000 6/30/20
Vanguard Total Stock Market Index Fund 3,051,475 2.78 -20,527 8/31/20
Vanguard Capital Opportunity Fund 2,914,672 2.66 -388,928 6/30/20
iShares Core S&P Mid-Cap ETF 2,863,591 2.61 -12,387 8/31/20
Vanguard Small-Cap Index Fund 2,688,669 2.45 -20,060 7/31/20
Statens Pensjonsfond Utland 2,394,760 2.18 1,277,955 12/31/19
Vanguard Small-Cap Growth Index Fund 1,614,935 1.47 -17,799 8/31/20

* Insider values reflect direct beneficial ownership.

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