Equity and Debt

 C

 
Type Mil USD
Equity 225,120.0
Debt 236,879.0
 

Equity Owners

 C

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 C

Institutions Funds
Name Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Total Owners Premium 1,777 5.27 Premium 3,641 7.53
New Owners Premium 185 103.30 Premium 220 136.56
Sold Out Premium 72 -23.40 Premium 102 -37.04
# of Owners Buying Premium 570 5.95 Premium 823 5.24
# of Owners Selling Premium 706 -2.49 Premium 1,385 25.68
Total Shares Owned (Mil) Premium 2,066 -2.55 Premium 1,190 1.77
Total Shares Bought (Mil) Premium 123 13.12 Premium 107 216.16
Total Shares Sold (Mil) Premium 128 -16.25 Premium 45 3.88
Net Share Change (Mil) Premium -5 -87.99 Premium 62 -760.40

Fund Owners' Style

 C

961 1,993 546 Lg
65 53 13 Md
7 3 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 961 394,023,211 45,303,981 15,277,765 8.25
Large Blend 1,993 625,157,198 47,921,378 21,471,894 4.42
Large Growth 546 158,528,555 11,457,877 6,935,182 2.94
Mid Value 65 9,335,795 1,409,188 207,485 14.77
Mid Blend 53 2,840,587 593,309 57,599 23.24
Mid Growth 13 272,157 88,644 115,692 -9.04
Small Value 7 58,223 -- 17,000 --
Small Blend 3 81,250 -- 165,864 --
Small Growth -- -- -- -- --
Total 3,641 1,190,296,976 106,774,377 44,248,481 5.54
Data displayed as of  03/31/2017

Equity Ownership

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Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 63,476,016 983,497 2.31 0.68 03/31/2017
Vanguard 500 Index Inv Premium 42,280,065 -476,858 1.54 0.81 03/31/2017
SPDR® S&P 500 ETF Premium 32,095,578 32,095,578 1.17 0.81 04/26/2017
Vanguard Institutional Index I Premium 30,287,811 -1,120,768 1.10 0.82 03/31/2017
Fidelity® Contrafund® Premium 28,448,746 1,449,400 1.03 1.59 02/28/2017
Total: Top 5 funds Premium 196,588,216 32,930,849 7.15

Bond Ownership

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Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Metropolitan West Total Return Bond Fund 0 -- 0 -- 0
Vanguard Total Bond Market Index Fund 52,104,000 25,000 31,211,000 -- 83,315,000
Vanguard Wellington™ 49,638,000 -- 0 -- 49,638,000
Vanguard Total Bond Market II Index Fund 27,417,000 -- 18,226,000 -- 45,643,000
iShares iBoxx $ Invst Grade Crp Bond 36,278,000 200,000 0 -- 36,278,000
Vanguard Short-Term Investment-Grade 0 -- 49,891,000 -- 49,891,000
Fidelity® Conservative Income Bond Fund 0 -- 38,239,000 -- 38,239,000
VA CollegeAmerica Bond Fund of America 0 11,400,000 30,685,000 11,400,000 30,685,000
Metropolitan West Unconstrained Bd Fund 0 -- 0 -- 0
iShares Floating Rate Bond 0 -- 28,666,000 -- 28,666,000
Total: Top 10 funds 165,437,000 225,000 196,918,000 11,400,000 362,355,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 163,501 311,704 235,890 ---
# of Institution Owners 1,777 2,578 2,161 ---
# of Fund Owners 3641 4461 3512 ---
% Owned by Institutions 74.84 78.11 67.98 ---
% Owned by Funds 43.16 42.93 36.54 ---
% Owned by Insiders 0.12 0.13 0.06 ---