2018 Investor Presentation

Institutional Ownership

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 195 300.40 53.37 125,514,821
Mutual Fund 115 82.98 9.49 19,125,238
Insider 14 24.18 3.21 7,553,383

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 89 99.60 18.00 42,337,855
Sellers 115 -51.90 6.02 -14,160,998
Net 47.70 11.98 28,176,857

Concentration

Value ($MM) % O/S Shares
Total Inst. 324.59 56.59 133,068,204
Top 10 Inst. 226.59 41.07 96,586,332
Top 20 Inst. 274.49 48.56 114,197,117
Top 50 Inst. 309.32 54.02 127,039,893

Style

Holders Value ($MM) % Inst Shares Shares
Growth 51 30.16 4.62 10,857,960
Aggressive Growth 1 0.56 0.10 236,618
Core Growth 38 12.60 2.12 4,973,092
Growth 12 17.01 2.40 5,648,250
Income 6 1.35 0.24 574,514
Income Value 3 1.34 0.24 569,473
Yield 3 0.01 -- 5,041
Index 26 207.97 37.68 88,606,512
Other 54 47.49 8.59 20,199,318
Broker Dealer 21 16.20 2.93 6,894,845
GARP 16 3.11 0.56 1,321,844
Hedge Fund 17 28.17 5.10 11,982,629
Specialty -- --
Value 19 10.85 1.90 4,459,959
Core Value 14 8.35 1.45 3,399,003
Deep Value 5 2.50 0.45 1,060,956

Location: Global Region

Holders % O/S Shares Share Value
North America 168 49.40 116,163,238 280,358,117
Europe 36 6.34 14,903,293 35,798,346
Asia / Pacific 5 0.85 2,001,673 8,429,114

Top Holders

Holder Shares Held % O/S Share Change Filing Date
State Street Global Advisors (US) 35,309,857 15.01 11,479,096 6/30/22
BlackRock Institutional Trust Company, N.A. 18,078,479 7.69 5,553,698 6/30/22
The Vanguard Group, Inc. 11,015,977 4.68 307,990 6/30/22
BlackRock Asset Management Ireland Limited 5,974,623 2.54 5,833,191 6/30/22
BlackRock Advisors (UK) Limited 5,551,295 2.36 -13,276 9/30/22
Sabby Management, LLC 5,486,831 2.33 5,486,831 6/30/22
Invesco Capital Management LLC 5,056,748 2.15 1,272,777 6/30/22
Geode Capital Management, L.L.C. 3,536,738 1.50 24,047 6/30/22
Rafferty Asset Management LLC 3,461,757 1.47 1,834,887 6/30/22
Millennium Management LLC 3,114,027 1.32 2,900,744 6/30/22

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
SPDR S&P Oil & Gas Exploration & Production ETF 21,640,962 9.20 -8,514,093 9/30/22
Vanguard Total Stock Market Index Fund 6,469,494 2.75 845,672 8/31/22
iShares Global Clean Energy UCITS ETF 5,419,500 2.30 -13,276 9/30/22
iShares Global Clean Energy ETF 4,645,730 1.98 3,658 9/30/22
iShares Russell 2000 ETF 4,473,213 1.90 3,124 8/31/22
Invesco WilderHill Clean Energy ETF 4,052,745 1.72 -120,546 8/31/22
Vanguard Extended Market Index Fund 2,706,515 1.15 3,508 8/31/22
iShares Russell 2000 Value ETF 2,070,397 0.88 32,136 8/31/22
Hwabao WP S&P Oil and Gas Exploration and Production Select Industry Ind 1,917,812 0.82 289,627 12/31/21
Direxion Daily S&P Oil & Gas Exp & Prod Bl 2X Shs 1,910,878 0.81 -429,930 9/30/22

* Insider values reflect direct beneficial ownership.

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