Investor Relations

Ownership Profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 264 701.09 88.76 13,087,689
Mutual Fund 266 312.66 39.56 5,832,628
Insider 10 20.68 2.62 386,697

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 120 33.89 4.35 641,568
Sellers 99 -30.04 3.81 -562,177
Net -- 3.84 0.54 79,391

Concentration

Value ($MM) % O/S Shares
Total Inst. 701.09 88.76 13,087,689
Top 10 Inst. 418.59 52.79 7,783,728
Top 20 Inst. 507.74 64.35 9,488,699
Top 50 Inst. 610.28 77.37 11,408,372

Style

Holders Value ($MM) % Inst Shares Shares
Growth 61 222.85 28.27 4,168,414
Aggressive Growth 4 18.51 2.46 362,463
Core Growth 46 194.99 24.67 3,637,472
Growth 11 9.35 1.14 168,479
Income 8 4.01 0.50 74,460
Income Value 3 3.11 0.39 57,727
Yield 5 0.90 0.11 16,733
Index 28 206.40 25.98 3,830,859
Other 71 118.67 14.98 2,208,215
Broker Dealer 14 21.58 2.72 400,353
GARP 25 54.72 6.90 1,017,966
Hedge Fund 30 41.96 5.30 782,118
Specialty 2 0.40 0.05 7,778
Value 38 117.94 15.09 2,224,479
Core Value 26 91.85 11.78 1,736,660
Deep Value 12 26.09 3.31 487,819

Location: Global Region

Holders % O/S Shares Share Change
North America 226 83.53 12,317,301 325,848
Europe 25 2.52 371,315 6,294
Asia 2 0.32 47,563 -11,061

Top Holders

Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 1,770,160 12.01 57,680 12/31/17
Kayne Anderson Rudnick Investment Management, LLC 1,667,210 11.31 10,292 12/31/17
Wellington Management Company, LLP 1,211,678 8.22 -14,393 12/31/17
Dimensional Fund Advisors, L.P. 901,304 6.11 5,704 12/31/17
The Vanguard Group, Inc. 834,970 5.66 4,622 12/31/17
State Street Global Advisors (US) 378,926 2.57 14,599 12/31/17
The Boston Company Asset Management, LLC 294,024 1.99 -14,055 12/31/17
AMI Asset Management Corp. 245,795 1.67 -30,246 3/31/18
Thomson Horstmann & Bryant, Inc. 243,090 1.65 25,661 12/31/17
Columbia Wanger Asset Management, LLC 236,571 1.60 60,861 12/31/17

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
iShares Core S&P Small-Cap ETF 715,650 4.85 24,047 3/31/18
Vanguard Total Stock Market Index Fund 358,567 2.43 5,326 2/28/18
Virtus KAR Small-Cap Value Fund 290,992 1.97 -268,588 12/31/17
iShares Russell 2000 ETF 289,081 1.96 -2,548 3/31/18
DFA U.S. Small Cap Portfolio 202,507 1.37 -- 1/31/18
Vanguard Extended Market Index Fund 191,648 1.30 -6,376 3/31/18
DFA U.S. Micro Cap Portfolio 178,002 1.21 900 1/31/18
Wanger USA 149,150 1.01 17,216 2/28/18
TIAA-CREF Small Cap Equity Fund 142,947 0.97 -- 2/28/18
American Beacon Small Cap Value Fund 126,644 0.86 -2,767 2/28/18

* Insider values reflect direct beneficial ownership.

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