Institutional Ownership


Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 372 1,671.45 69.86 56,782,410
Mutual Fund 246 436.28 17.91 14,820,361
Insider 23 105.25 4.35 3,532,475

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 195 166.68 6.95 5,647,200
Sellers 125 -150.98 6.30 -5,123,855
Net 15.70 0.64 523,345

Concentration

Concentration Value ($MM) % O/S Shares
Total Inst. 1,778.10 74.27 60,363,385
Top 10 Inst. --
Top 20 Inst. --
Top 50 Inst. --

Style

Style Holders Value ($MM) % Inst Shares Shares
Growth 62 171.48 7.20 5,855,107
Aggressive Growth 3 24.46 1.03 834,043
Core Growth 46 139.99 5.88 4,780,818
Growth 13 7.03 0.30 240,246
Income 9 15.59 0.65 526,557
Income Value 4 8.53 0.35 287,302
Yield 5 7.05 0.29 239,255
Index 39 608.85 25.40 20,642,766
Other 99 351.85 14.71 11,956,890
Broker Dealer 19 49.94 2.08 1,693,023
GARP 32 123.14 5.17 4,201,910
Hedge Fund 42 164.79 6.88 5,587,959
Specialty 5 12.21 0.51 414,273
VC Private Equity 1 1.76 0.07 59,725
Value 48 422.74 17.67 14,358,637
Core Value 35 186.77 7.79 6,332,795
Deep Value 13 235.98 9.87 8,025,842

Location: Global Region

Location Holders % O/S Shares Share Value
North America 335 72.79 59,161,144 1,733,286,841
Europe 51 3.93 3,195,652 92,731,793
Asia / Pacific 12 0.06 51,740 1,496,264
Middle East 1 -- 2,838 83,721

Top Holders

Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 6,369,082 7.84 530,698 6/30/26
Dimensional Fund Advisors, L.P. 5,178,114 6.37 110,904 6/30/26
Wellington Management Company, LLP 4,866,039 5.99 -2,112,966 6/30/26
Vanguard Capital Management, LLC 3,600,561 4.43 -24,755 6/30/26
State Street Investment Management (US) 3,467,760 4.27 378,355 6/30/26
Geode Capital Management, L.L.C. 2,351,881 2.89 37,509 6/30/26
American Century Investment Management, Inc. 2,184,802 2.69 838,339 6/30/26
LSV Asset Management 1,693,897 2.08 305,536 6/30/26
Savvy Advisors, Inc. 1,286,665 1.58 -7,713 6/30/26
Charles Schwab Investment Management, Inc. 937,150 1.15 -25,990 6/30/26

* Insider values reflect direct beneficial ownership.

Source: LSEG