Ownership Profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 890 14,030.15 89.12 150,741,851
Mutual Fund 853 4,538.97 31.22 52,674,039
Insider 23 150.60 0.98 1,663,270

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 393 851.51 5.39 9,122,394
Sellers 401 -932.88 5.92 -10,014,502
Net -81.37 0.53 -892,108

Concentration

Value ($MM) % O/S Shares
Total Inst. 14,181.24 90.11 152,409,366
Top 10 Inst. 6,051.11 38.28 64,745,419
Top 20 Inst. 7,539.85 47.77 80,800,985
Top 50 Inst. 10,141.64 64.27 108,703,481

Style

Holders Value ($MM) % Inst Shares Shares
Growth 196 3,097.68 19.71 33,344,077
Aggressive Growth 5 251.01 1.59 2,685,741
Core Growth 141 2,268.65 14.45 24,435,658
Growth 50 578.02 3.68 6,222,678
Income 30 172.84 1.10 1,860,336
Income Value 15 124.97 0.79 1,341,830
Yield 15 47.88 0.31 518,506
Index 57 5,117.73 32.45 54,890,733
Other 199 3,563.46 22.56 38,154,363
Broker Dealer 35 332.34 2.10 3,555,956
GARP 91 2,665.77 16.87 28,532,014
Hedge Fund 65 429.09 2.72 4,608,407
Specialty 8 136.26 0.86 1,457,986
Value 102 1,461.31 9.33 15,778,938
Core Value 84 1,060.06 6.79 11,485,575
Deep Value 18 401.26 2.54 4,293,363

Location: Global Region

Holders % O/S Shares Share Value
North America 710 75.21 127,214,706 11,862,786,257
Europe 161 13.36 22,597,807 2,078,612,942
Asia / Pacific 40 1.53 2,590,651 239,201,993
Middle East 2 -- 4,648 434,402
Africa 1 -- 1,554 113,256
Latin America -- -- -- --

Top Holders

Holder Shares Held % O/S Share Change Filing Date
The Vanguard Group, Inc. 17,126,926 10.13 -35,998 3/31/24
BlackRock Institutional Trust Company, N.A. 14,828,647 8.77 140,601 3/31/24
State Street Global Advisors (US) 7,131,619 4.22 -511,828 3/31/24
Fiera Capital Corporation 5,942,214 3.51 -59,984 3/31/24
Kayne Anderson Rudnick Investment Management, LLC 5,547,427 3.28 -3,403 3/31/24
Mairs and Power, Inc. 3,989,715 2.36 -236,864 3/31/24
Geode Capital Management, L.L.C. 3,762,805 2.22 519,735 3/31/24
Wellington Management Company, LLP 2,337,782 1.38 50,645 3/31/24
Amundi Asset Management, SAS 2,177,148 1.29 -33,494 3/31/24
Atlanta Capital Management Company, L.L.C. 1,901,136 1.12 -5,064 3/31/24

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
Vanguard Total Stock Market Index Fund 5,280,966 3.12 18,490 4/30/24
iShares Core S&P Mid-Cap ETF 5,238,804 3.10 -16,062 4/30/24
Vanguard Small-Cap Index Fund 4,279,073 2.53 -9,925 4/30/24
Vanguard Extended Market Index Fund 2,510,579 1.48 -13,139 4/30/24
Vanguard Small-Cap Growth Index Fund 2,415,177 1.43 -13,426 4/30/24
Mairs and Power Growth Fund 2,065,353 1.22 -113,865 3/31/24
Fiera Global Equity Fund 1,880,203 1.11 -35,200 12/31/23
Statens Pensjonsfond Utland 1,762,805 1.04 36,431 12/31/23
Eaton Vance-Atlanta Capital SMID-Cap Fund 1,550,857 0.92 -- 2/29/24
SPDR S&P Midcap 400 ETF 1,374,229 0.81 -5,776 4/30/24

* Insider values reflect direct beneficial ownership.

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