Shareholders
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 653 | 7,812.98 | 105.77 | 219,603,348 |
| Mutual Fund | 1,155 | 3,264.77 | 45.51 | 95,489,061 |
| Insider | 25 | 27.73 | 0.39 | 813,548 |
Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 285 | 1,166.39 | 15.79 | 32,791,084 |
| Sellers | 461 | -976.89 | 13.28 | -27,575,040 |
| Net | 189.50 | 2.51 | 5,216,044 |
Concentration
| Value ($MM) | % O/S | Shares | |
|---|---|---|---|
| Total Inst. | 7,840.71 | 106.16 | 220,416,898 |
| Top 10 Inst. | 3,861.29 | 52.25 | 108,493,538 |
| Top 20 Inst. | 5,425.93 | 73.43 | 152,456,578 |
| Top 50 Inst. | 6,758.23 | 91.46 | 189,891,235 |
Style
| Holders | Value ($MM) | % Inst Shares | Shares | |
|---|---|---|---|---|
| Growth | 148 | 1,534.83 | 20.80 | 43,182,540 |
| Aggressive Growth | 6 | 190.03 | 2.57 | 5,339,504 |
| Core Growth | 105 | 1,269.04 | 17.19 | 35,681,833 |
| Growth | 37 | 75.76 | 1.04 | 2,161,203 |
| Income | 20 | 59.14 | 0.79 | 1,646,834 |
| Income Value | 7 | 41.91 | 0.56 | 1,162,662 |
| Yield | 13 | 17.23 | 0.23 | 484,172 |
| Index | 57 | 2,164.04 | 29.29 | 60,819,476 |
| Other | 150 | 1,589.48 | 21.52 | 44,691,830 |
| Broker Dealer | 27 | 294.99 | 3.99 | 8,288,700 |
| GARP | 70 | 904.50 | 12.25 | 25,428,540 |
| Hedge Fund | 48 | 352.90 | 4.78 | 9,932,603 |
| Specialty | 5 | 37.08 | 0.50 | 1,041,987 |
| Value | 95 | 2,354.22 | 31.87 | 66,172,861 |
| Core Value | 81 | 2,162.61 | 29.27 | 60,780,591 |
| Deep Value | 14 | 191.61 | 2.60 | 5,392,270 |
Location: Global Region
| Holders | % O/S | Shares | Share Value | |
|---|---|---|---|---|
| North America | 502 | 90.32 | 187,531,487 | 6,671,013,329 |
| Europe | 120 | 14.95 | 31,045,407 | 1,104,694,326 |
| Asia / Pacific | 53 | 0.85 | 1,773,022 | 62,635,424 |
| Latin America | 2 | 0.02 | 49,672 | 1,765,910 |
| Africa | 2 | 0.01 | 17,310 | 596,831 |
* Insider values reflect direct beneficial ownership.
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