Ownership Profile

Shareholder Breakdown

Shareholder Holders Value ($MM) % O/S Shares
Institution 222 614.05 92.29 22,049,213
Mutual Fund 280 395.12 51.68 12,345,978
Insider 15 36.70 6.08 1,452,850

Institutional Shareholder Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 81 53.23 8.30 1,982,923
Sellers 114 -80.05 12.67 -3,026,426
Net -- -26.81 4.37 -1,043,503

Concentration

Value ($MM) % O/S Shares
Total Inst. 614.05 92.29 22,049,213
Top 10 Inst. 343.44 51.81 12,377,903
Top 20 Inst. 454.39 68.29 16,313,971
Top 50 Inst. 545.33 81.86 19,555,625

Style

Holders Value ($MM) % Inst Shares Shares
Growth 46 130.07 20.28 4,844,648
Core Growth 39 128.76 20.04 4,788,818
Growth 7 1.31 0.23 55,830
Income 6 28.59 4.45 1,062,671
Income Value 4 28.16 4.38 1,046,708
Yield 2 0.43 0.07 15,963
Index 29 176.51 27.43 6,553,609
Other 61 151.72 23.56 5,628,107
Broker Dealer 14 6.93 1.08 257,544
GARP 19 86.75 13.48 3,219,482
Hedge Fund 24 56.18 8.71 2,081,652
Specialty 4 1.87 0.29 69,429
Value 31 46.58 7.30 1,743,705
Core Value 20 12.97 2.07 493,669
Deep Value 11 33.61 5.23 1,250,036

Top Holders

Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 2,962,755 12.40 -76,598 3/31/18
Fidelity Management & Research Company 1,687,097 7.06 -90,966 3/31/18
Dimensional Fund Advisors, L.P. 1,523,644 6.38 45,827 3/31/18
The Vanguard Group, Inc. 1,466,691 6.14 62,361 3/31/18
Renaissance Technologies LLC 925,300 3.87 -62,100 3/31/18
Franklin Advisers, Inc. 902,137 3.78 30,427 3/31/18
Royce & Associates, LP 881,777 3.69 -128,560 3/31/18
Rhine (Bruce C) 694,726 2.91 -45,866 5/22/18
Hood River Capital Management LLC 685,801 2.87 -147,059 3/31/18
State Street Global Advisors (US) 647,975 2.71 15,189 3/31/18

* Insider values reflect direct beneficial ownership.

Copyright Thomson Reuters Corporation

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
iShares Core S&P Small-Cap ETF 1,211,245 5.07 77,240 5/31/18
Fidelity Series Small Cap Opportunities Fund 1,009,247 4.22 130,095 1/31/18
Franklin Small Cap Growth Fund 667,100 2.79 -137,400 5/31/18
Vanguard Total Stock Market Index Fund 613,969 2.57 1,045 5/31/18
iShares Russell 2000 ETF 511,824 2.14 35,908 5/31/18
Goldman Sachs Small Cap Value Fund 411,249 1.72 411,249 3/31/18
DFA U.S. Small Cap Portfolio 405,628 1.70 12,177 1/31/18
Wells Fargo Master Trust Small Company Growth 338,364 1.42 -4,941 4/30/18
T Rowe Price QM US Small-Cap Growth Equity Fund 327,400 1.37 2,800 3/31/18
Fidelity Low-Priced Stock Fund 325,156 1.36 -7,444 1/31/18