Ownership Profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 892 14,023.33 89.12 150,734,100
Mutual Fund 859 4,467.20 31.31 52,847,834
Insider 22 147.63 0.96 1,616,845

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 398 848.00 5.37 9,088,139
Sellers 391 -932.74 5.92 -10,009,391
Net -84.75 0.54 -921,252

Concentration

Value ($MM) % O/S Shares
Total Inst. 14,171.33 90.08 152,354,362
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. 10,142.00 64.27 108,707,311

Style

Holders Value ($MM) % Inst Shares Shares
Growth 196 3,016.32 19.20 32,476,947
Aggressive Growth 5 250.96 1.59 2,685,741
Core Growth 140 2,188.31 13.93 23,569,159
Growth 51 577.04 3.68 6,222,047
Income 30 172.39 1.10 1,860,697
Income Value 15 124.46 0.79 1,341,867
Yield 15 47.93 0.31 518,830
Index 57 5,116.69 32.44 54,874,882
Other 200 3,640.40 23.06 39,005,599
Broker Dealer 35 332.34 2.10 3,555,956
GARP 91 2,664.48 16.87 28,530,436
Hedge Fund 66 507.32 3.23 5,461,221
Specialty 8 136.26 0.86 1,457,986
Value 102 1,459.22 9.33 15,781,073
Core Value 84 1,058.83 6.79 11,487,591
Deep Value 18 400.39 2.54 4,293,482

Location: Global Region

Holders % O/S Shares Share Value
North America 711 75.18 127,159,795 11,859,476,086
Europe 161 13.37 22,621,043 2,074,161,562
Asia / Pacific 40 1.52 2,567,322 237,048,188
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
iShares Core S&P Mid-Cap ETF 5,326,246 3.15 87,442 5/31/24
Vanguard Total Stock Market Index Fund 5,280,966 3.12 18,490 4/30/24
Vanguard Small-Cap Index Fund 4,289,213 2.54 10,140 5/31/24
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 1,389,718 0.82 15,489 5/31/24

* Insider values reflect direct beneficial ownership.

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