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    The S.T.A.B.L.E. Program Online Course

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    Shareholder Breakdown

    Shareholder Holders Value ($MM) % O/S Shares
    Institution 294 461.59 75.95 22,189,688
    Mutual Fund 283 119.31 19.10 5,615,871
    Insider 18 125.74 20.71 6,051,225

    Institutional Shareholder Rotation

    Shareholder Holders Value Chg ($MM) % O/S Share Change
    Buyers 162 134.46 22.21 6,488,788
    Sellers 139 -114.75 18.85 -5,507,980
    Net 19.71 3.36 980,808

    Institutional Shareholder Concentration

    Concentration Value ($MM) % O/S Shares
    Total Inst. 587.33 96.67 28,240,913
    Top 10 Inst. 336.17 55.56 16,232,168
    Top 20 Inst. 403.22 66.64 19,469,753
    Top 50 Inst. 500.31 82.48 24,096,532

    Institutional Shareholder Style

    Style Holders Value ($MM) % Inst Shares Shares
    Growth 56 76.59 12.61 3,685,366
    Aggressive Growth 2 10.92 1.80 527,168
    Core Growth 45 35.02 5.74 1,678,012
    Growth 9 30.65 5.07 1,480,186
    Income 6 1.74 0.29 84,006
    Income Value 2 1.71 0.28 82,373
    Yield 4 0.03 0.01 1,633
    Index 38 178.74 29.53 8,627,773
    Other 84 110.86 18.29 5,342,112
    Broker Dealer 19 21.48 3.55 1,036,943
    GARP 28 30.74 5.05 1,475,453
    Hedge Fund 33 57.91 9.56 2,793,940
    Specialty 3 0.35 0.06 17,024
    VC Private Equity 1 0.39 0.06 18,752
    Value 40 78.13 12.69 3,708,472
    Core Value 31 33.18 5.26 1,537,701
    Deep Value 9 44.96 7.43 2,170,771

    Top Holders: Institutional Investor

    Holder Shares Held % O/S Share Change Filing Date
    Frist (Robert A Jr) 5,149,443 17.63 920,264 3/31/26
    BlackRock Institutional Trust Company, N.A. 3,347,598 11.46 28,551 3/31/26
    Dimensional Fund Advisors, L.P. 1,456,043 4.98 87,177 3/31/26
    Copeland Capital Management, LLC 1,276,739 4.37 389,186 3/31/26
    Vanguard Capital Management, LLC 1,047,927 3.59 1,047,927 3/31/26
    State Street Investment Management (US) 995,557 3.41 15,289 3/31/26
    Vanguard Portfolio Management, LLC 921,846 3.16 921,846 3/31/26
    Two Sigma Investments, LP 844,420 2.89 389,965 3/31/26
    Geode Capital Management, L.L.C. 714,747 2.45 -43,256 3/31/26
    Renaissance Technologies LLC 477,848 1.64 2,380 3/31/26
    First Eagle Investment Management, L.L.C. 425,698 1.46 12,000 3/31/26
    Arrowstreet Capital, Limited Partnership 377,945 1.29 65,806 3/31/26
    JP Morgan Asset Management 356,707 1.22 -18,118 3/31/26
    Acadian Asset Management LLC 348,730 1.19 -498,774 3/31/26
    Gordon (Frank D) 333,748 1.14 2,440 3/31/26
    Robeco Institutional Asset Management B.V. 313,359 1.07 -27,152 3/31/26
    Jacobs Levy Equity Management, Inc. 288,179 0.99 84,076 3/31/26
    Aperio Group, LLC 287,205 0.98 180,330 3/31/26
    Charles Schwab Investment Management, Inc. 265,644 0.91 24,861 3/31/26
    Invenomic Capital Management LP 240,370 0.82 240,370 3/31/26
    Parametric Portfolio Associates LLC 238,989 0.82 108,097 3/31/26
    Creative Planning, Inc. 218,186 0.75 158,924 3/31/26
    PanAgora Asset Management Inc. 215,229 0.74 1,480 3/31/26
    Northern Trust Investments, Inc. 208,733 0.71 4,302 3/31/26
    Envestnet Asset Management, Inc. 199,631 0.68 81,815 3/31/26
    Kennedy Capital Management LLC 195,241 0.67 3,531 3/31/26
    HRT Financial LP 195,023 0.67 125,538 3/31/26
    Mellon Investments Corporation 179,170 0.61 -949 3/31/26
    Millennium Management LLC 175,630 0.60 111,123 3/31/26
    Fidelity Management & Research Company LLC 175,150 0.60 -29,748 3/31/26
    Goldman Sachs Asset Management, L.P. 165,434 0.57 102,459 3/31/26
    Vanguard Fiduciary Trust Co 161,294 0.55 161,294 3/31/26
    Invesco Capital Management LLC 158,613 0.54 26,272 3/31/26
    Lazard Asset Management, L.L.C. 157,208 0.54 114,511 3/31/26
    Principal Global Investors (Equity) 152,382 0.52 10,137 3/31/26
    Teacher Retirement System of Texas 151,183 0.52 -71,392 3/31/26
    Herald Investment Management Limited 150,000 0.51 -50,000 3/31/26
    SEI Investments Management Corporation 146,400 0.50 -48,466 3/31/26
    Dent (Thompson S) 138,849 0.48 2,022 3/31/26
    BofA Global Research (US) 131,563 0.45 2,608 3/31/26
    Northern Trust Global Investments 128,070 0.44 7,592 3/31/26
    Morgan Stanley & Co. LLC 127,354 0.44 9,736 3/31/26
    Numerai Gp LLC 123,627 0.42 46,601 3/31/26
    Norges Bank Investment Management (NBIM) 114,738 0.39 114,738 12/31/24
    UBS Financial Services, Inc. 111,820 0.38 39,735 3/31/26
    Goldman Sachs & Company, Inc. 109,024 0.37 17,864 3/31/26
    PSP Investments 107,436 0.37 -20,090 3/31/26
    Connors Investor Services, Inc. 98,119 0.34 594 3/31/26
    Columbia Threadneedle Investments (US) 96,979 0.33 15,478 3/31/26
    Jane Street Capital, L.L.C. 95,704 0.33 -1,183 3/31/26

    * Insider values reflect direct beneficial ownership.

    Source: LSEG

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