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Ownership Profile

SHAREHOLDER BREAKDOWN

Shareholder Holders Value ($MM) % O/S Shares
Institution 319 2,826.15 105.47 125,066,078
Mutual Fund 345 1,561.80 57.72 68,442,931
Insider 16 61.10 2.25 2,665,099

INSTITUTIONAL SHAREHOLDER ROTATION

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 165 149.30 5.58 6,619,829
Sellers 130 -170.39 6.34 -7,516,023
Net -- -21.09 0.76 -896,194

Style

Holders Value ($MM) % Inst Shares Shares
Growth 74 716.86 26.67 31,630,273
Aggressive Growth 6 38.37 1.43 1,690,773
Core Growth 56 592.04 22.02 26,113,836
Growth 12 86.45 3.23 3,825,664
Income 9 15.65 0.58 690,339
Income Value 7 15.61 0.58 688,772
Yield 2 0.04 -- 1,567
Index 36 840.46 31.26 37,070,186
Momentum 1 0.15 0.01 6,505
Other 85 719.83 26.79 31,769,539
Broker Dealer 13 36.76 1.37 1,621,481
GARP 39 543.52 20.22 23,979,410
Hedge Fund 30 108.86 4.06 4,814,854
Specialty 3 30.69 1.14 1,353,794
Value 46 416.22 15.82 18,757,712
Core Value 36 378.99 14.43 17,111,285
Deep Value 10 37.23 1.39 1,646,427

Location: Global Region

Holders % O/S Shares Share Change
North America 264 98.96 117,344,560 7,601
Europe 34 4.25 5,034,609 212,844
Asia 4 0.01 14,233 -689
South/Central America 1 -- 177 177

Concentration

Value ($MM) % O/S Shares
Total Inst. 2,826.15 105.47 125,066,078
Top 10 Inst. 1,601.48 59.57 70,643,216
Top 20 Inst. 2,040.79 76.25 90,412,446
Top 50 Inst. 2,496.17 93.19 110,499,838

Top Holders

Holder Shares Held % O/S Share Change Filing Date
Waddell & Reed Investment Management Company 13,677,931 11.53 -527,800 12/31/17
BlackRock Institutional Trust Company, N.A. 11,365,051 9.58 178,191 12/31/17
The Vanguard Group, Inc. 10,220,078 8.62 256,852 12/31/17
Brown Capital Management, LLC 9,339,032 7.88 -1,799,925 12/31/17
Vulcan Value Partners, LLC 6,398,210 5.40 -768,991 12/31/17
Fuller & Thaler Asset Management Inc. 5,818,872 4.91 -516,713 12/31/17
State Street Global Advisors (US) 4,346,132 3.67 452,609 12/31/17
Cardinal Capital Management, L.L.C. 3,527,126 2.97 818,027 12/31/17
P2 Capital Partners, LLC 2,998,180 2.53 334,762 12/31/17
Dimensional Fund Advisors, L.P. 2,952,604 2.49 76,776 12/31/17

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
Ivy Science and Technology Fund 7,274,642 6.13 -527,800 12/31/17
Waddell & Reed Advisors Science and Technology Fund 5,485,389 4.63 -- 12/31/17
Undiscovered Managers Behavioral Value Fund 4,838,809 4.08 -456,440 12/31/17
Brown Capital Management Small Company Fund 3,700,108 3.12 -727,001 12/31/17
iShares Core S&P Mid-Cap ETF 2,963,631 2.50 18,328 1/31/18
Vanguard Total Stock Market Index Fund 2,861,256 2.41 11,348 1/31/18
Vanguard Small-Cap Index Fund 2,841,661 2.40 -4,195 1/31/18
Vulcan Value Partners Small Cap Fund 2,359,079 1.99 -927,051 9/30/17
iShares Russell 2000 ETF 2,295,898 1.94 -55,732 1/31/18
Statens Pensjonsfond Utland 1,986,701 1.68 509,506 12/31/16

* Insider values reflect direct beneficial ownership.

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