Investor Relations

Ownership Profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 258 638.87 87.42 12,889,921
Mutual Fund 267 262.68 37.71 5,560,225
Insider 10 20.68 2.62 386,697

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 108 40.37 5.51 811,885
Sellers 120 -55.14 7.40 -1,090,433
Net -- -14.78 1.89 -278,548

Concentration

Value ($MM) % O/S Shares
Total Inst. 638.87 87.42 12,889,921
Top 10 Inst. 381.51 52.04 7,673,264
Top 20 Inst. 460.48 62.91 9,275,757
Top 50 Inst. 561.08 76.70 11,309,008

Style

Holders Value ($MM) % Inst Shares Shares
Growth 62 213.39 29.03 4,281,024
Aggressive Growth 3 18.43 2.45 360,966
Core Growth 48 187.89 25.64 3,781,304
Growth 11 7.07 0.94 138,754
Income 7 3.45 0.47 69,341
Income Value 3 3.06 0.42 61,535
Yield 4 0.39 0.05 7,806
Index 28 199.16 27.18 4,007,524
Other 65 111.40 15.26 2,250,798
Broker Dealer 13 18.52 2.53 372,568
GARP 24 46.30 6.32 931,416
Hedge Fund 27 46.34 6.39 942,082
Specialty 1 0.24 0.03 4,732
Value 35 83.76 11.57 1,705,641
Core Value 24 70.81 9.80 1,445,078
Deep Value 11 12.95 1.77 260,563

Location: Global Region

Holders % O/S Shares Share Change
North America 217 82.33 12,139,635 48,014
Europe 28 2.52 371,790 -7,340
Asia 2 0.32 47,563 -12,100

Top Holders

Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 1,804,117 12.24 33,957 3/31/18
Kayne Anderson Rudnick Investment Management, LLC 1,707,325 11.58 40,115 3/31/18
Wellington Management Company, LLP 1,049,093 7.11 -162,585 3/31/18
Dimensional Fund Advisors, L.P. 930,771 6.31 29,467 3/31/18
The Vanguard Group, Inc. 836,172 5.67 1,202 3/31/18
State Street Global Advisors (US) 403,379 2.74 24,453 3/31/18
AMI Asset Management Corp. 245,795 1.67 -30,246 3/31/18
Thomson Horstmann & Bryant, Inc. 242,796 1.65 -294 3/31/18
Boston Trust & Investment Management Company 233,735 1.59 -16,413 3/31/18
Columbia Wanger Asset Management, LLC 220,081 1.49 -16,490 3/31/18

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
iShares Core S&P Small-Cap ETF 757,150 5.13 41,500 5/31/18
Vanguard Total Stock Market Index Fund 359,234 2.44 667 5/31/18
iShares Russell 2000 ETF 303,069 2.06 13,988 5/31/18
Virtus KAR Small-Cap Value Fund 290,992 1.97 11,202 12/31/17
DFA U.S. Small Cap Portfolio 202,507 1.37 -- 1/31/18
Vanguard Extended Market Index Fund 199,524 1.35 7,876 5/31/18
DFA U.S. Micro Cap Portfolio 178,002 1.21 900 1/31/18
Wanger USA 149,150 1.01 -- 4/30/18
Vanguard Tax-Managed Small-Cap Fund 127,315 0.86 10,300 5/31/18
iShares S&P Small-Cap 600 Growth ETF 126,510 0.86 11,489 5/31/18

* Insider values reflect direct beneficial ownership.

Copyright Thomson Reuters Corporation