Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 559 12,610.83 111.08 128,720,142
Mutual Fund 611 6,517.17 57.97 66,598,965
Insider 11 63.08 0.62 714,202

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 269 930.28 8.21 9,511,929
Sellers 299 -1,508.87 12.94 -14,999,645
Net -578.58 4.74 -5,487,716

Concentration

Value ($MM) % O/S Shares
Total Inst. 12,672.90 111.70 129,451,530
Top 10 Inst. 6,962.20 61.15 70,867,388
Top 20 Inst. 8,616.77 75.73 87,762,780
Top 50 Inst. 10,776.96 94.74 109,793,194

Style

Holders Value ($MM) % Inst Shares Shares
Growth 147 4,774.51 42.20 48,900,678
Aggressive Growth 8 65.23 0.58 668,163
Core Growth 106 2,048.39 18.18 21,071,447
Growth 33 2,660.89 23.44 27,161,068
Income 20 48.83 0.43 498,054
Income Value 4 42.39 0.37 431,446
Yield 16 6.44 0.06 66,608
Index 47 3,238.16 28.57 33,103,227
Other 134 3,267.22 28.76 33,324,365
Broker Dealer 27 354.12 3.12 3,616,058
GARP 48 2,419.74 21.29 24,668,123
Hedge Fund 52 335.68 2.96 3,430,096
Specialty 7 157.68 1.39 1,610,088
Value 67 1,003.40 8.65 10,025,031
Core Value 60 972.31 8.38 9,705,659
Deep Value 7 31.09 0.28 319,372

Location: Global Region

Holders % O/S Shares Share Value
North America 440 92.92 107,675,340 10,537,588,614
Europe 92 15.82 18,334,879 1,799,151,367
Asia / Pacific 39 2.88 3,336,824 327,916,870
Middle East -- -- -- --

Top Holders

Holder Shares Held % O/S Share Change Filing Date
Capital Research Global Investors 14,141,094 12.20 279,292 6/30/21
The Vanguard Group, Inc. 10,861,298 9.37 39,097 6/30/21
Capital International Investors 10,151,880 8.76 488,566 6/30/21
BlackRock Institutional Trust Company, N.A. 9,396,558 8.11 -188,992 6/30/21
ClearBridge Investments, LLC 7,094,515 6.12 -390,191 6/30/21
JP Morgan Asset Management 6,859,664 5.92 1,268,486 6/30/21
BlackRock Investment Management (UK) Ltd. 3,239,132 2.80 908,604 6/30/21
BlackRock Financial Management, Inc. 3,211,822 2.77 763,638 6/30/21
State Street Global Advisors (US) 3,130,926 2.70 288,530 6/30/21
Norges Bank Investment Management (NBIM) 2,780,499 2.40 600,115 12/31/20

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
American Funds SMALLCAP World Fund 5,287,678 4.56 -- 6/30/21
American Funds Growth Fund of America 4,376,928 3.78 286,325 6/30/21
American Funds New World Fund 3,976,297 3.43 230,688 6/30/21
American Funds New Economy Fund 3,920,516 3.38 79,481 6/30/21
ClearBridge Aggressive Growth Fund 3,345,548 2.89 -- 6/30/21
Vanguard Total Stock Market Index Fund 3,264,777 2.82 -4,406 8/31/21
iShares Core S&P Mid-Cap ETF 3,102,708 2.68 -5,904 8/31/21
Vanguard Small-Cap Index Fund 2,882,688 2.49 6,220 8/31/21
Statens Pensjonsfond Utland 2,798,281 2.41 403,521 12/31/20
American Funds New Perspective Fund 2,189,327 1.89 551,149 6/30/21

* Insider values reflect direct beneficial ownership.

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