Ownership Profile

Shareholder Breakdown

Shareholder Holders Value ($MM) % O/S Shares
Institution 213 558.11 87.14 22,302,435
Mutual Fund 297 355.35 53.12 13,595,210
Insider 13 37.05 5.61 1,435,398

Institutional Shareholder Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 95 33.91 5.32 1,361,303
Sellers 124 -81.00 12.28 -3,141,843
Net -- -47.09 6.96 -1,780,540

Concentration

Value ($MM) % O/S Shares
Total Inst. 558.11 87.14 22,302,435
Top 10 Inst. 318.10 49.87 12,764,752
Top 20 Inst. 409.86 64.11 16,408,819
Top 50 Inst. 500.12 78.14 20,000,398

Style

Holders Value ($MM) % Inst Shares Shares
Growth 43 115.60 18.14 4,641,857
Core Growth 38 114.30 17.91 4,584,968
Growth 5 1.30 0.22 56,889
Income 7 27.21 4.27 1,091,753
Income Value 5 26.76 4.20 1,073,861
Yield 2 0.45 0.07 17,892
Index 29 166.54 26.11 6,683,137
Momentum 1 0.27 0.04 10,900
Other 60 158.84 24.84 6,358,408
Broker Dealer 11 9.84 1.54 394,858
GARP 20 80.81 12.66 3,241,059
Hedge Fund 26 67.23 10.49 2,683,930
Specialty 3 0.96 0.15 38,561
Value 29 44.55 6.96 1,780,541
Core Value 18 9.58 1.47 376,814
Deep Value 11 34.97 5.48 1,403,727

Top Holders

Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 3,039,353 11.87 96,960 12/31/17
Fidelity Management & Research Company 1,778,063 6.95 -388,698 12/31/17
Dimensional Fund Advisors, L.P. 1,477,817 5.77 35,462 12/31/17
The Vanguard Group, Inc. 1,404,330 5.49 20,212 12/31/17
Royce & Associates, LP 1,010,337 3.95 -175,042 12/31/17
Renaissance Technologies LLC 987,400 3.86 4,300 12/31/17
Franklin Advisers, Inc. 871,710 3.41 262,036 12/31/17
Hood River Capital Management LLC 832,860 3.25 -67,946 12/31/17
Rhine (Bruce C) 730,096 2.85 -1,400 12/20/17
State Street Global Advisors (US) 632,786 2.47 19,059 12/31/17

* 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 1,205,983 4.71 11,303 1/31/18
Fidelity Series Small Cap Opportunities Fund 879,152 3.43 879,152 10/31/17
Franklin Small Cap Growth Fund 804,500 3.14 246,100 12/31/17
Fidelity Small Cap Growth Fund 736,431 2.88 -- 10/31/17
Vanguard Total Stock Market Index Fund 586,353 2.29 7,755 1/31/18
iShares Russell 2000 ETF 468,778 1.83 -11,352 1/31/18
DFA U.S. Small Cap Portfolio 393,451 1.54 15,418 10/31/17
TIAA-CREF Small Cap Equity Fund 358,500 1.40 -- 12/31/17
Wells Fargo Master Trust Small Company Growth 345,710 1.35 1,051 12/31/17
Vanguard Extended Market Index Fund 338,310 1.32 4,689 1/31/18