Equity and Debt

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Type Mil USD
Equity 231,575.0
Debt 238,578.0
 

Equity Owners

 C

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

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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 1,947 16.10 Premium 3,621 10.40
New Owners Premium 187 107.78 Premium 157 78.41
Sold Out Premium 113 21.51 Premium 132 -15.38
# of Owners Buying Premium 607 13.88 Premium 897 17.41
# of Owners Selling Premium 779 8.80 Premium 1,283 23.37
Total Shares Owned (Mil) Premium 2,112 -0.24 Premium 1,204 3.18
Total Shares Bought (Mil) Premium 119 9.77 Premium 43 29.30
Total Shares Sold (Mil) Premium 153 -0.16 Premium 39 -8.47
Net Share Change (Mil) Premium -34 -24.31 Premium 4 -144.10

Fund Owners' Style

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969 1,971 543 Lg
69 44 10 Md
9 5 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 969 398,818,368 11,795,228 13,129,115 -0.33
Large Blend 1,971 637,637,355 21,157,488 13,036,867 1.29
Large Growth 543 152,965,720 9,916,206 10,525,343 -0.4
Mid Value 69 9,733,625 299,339 722,199 -4.16
Mid Blend 44 3,067,027 98,058 867,330 -20.05
Mid Growth 10 1,171,300 -- 29,397 --
Small Value 9 92,258 1,800 1,701 0.11
Small Blend 5 244,350 -- 165,364 --
Small Growth 1 8,904 -- 2,942 --
Total 3,621 1,203,738,907 43,268,119 38,480,258 0.4
Data displayed as of  01/31/2017

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 61,630,055 1,439,254 2.22 0.66 01/31/2017
Vanguard 500 Index Inv Premium 42,261,029 604,209 1.52 0.81 01/31/2017
SPDR® S&P 500 ETF Premium 32,651,466 23,114 1.28 0.85 02/23/2017
Vanguard Institutional Index I Premium 31,257,719 119,591 1.13 0.81 01/31/2017
Fidelity® Contrafund® Premium 27,301,046 185,200 0.98 1.58 12/31/2016
Financial Select Sector SPDR® ETF Premium 23,791,341 -44,118 0.93 5.72 02/23/2017
Vanguard Windsor™ II Inv Premium 18,399,636 -376,400 0.66 2.32 12/31/2016
Fidelity Spartan® 500 Index Inv Premium 16,073,088 34,673 0.58 0.87 12/31/2016
Vanguard Value Index Inv Premium 13,740,488 333,829 0.50 1.47 01/31/2017
MFS Value A Premium 12,402,567 16,793 0.45 1.8 12/31/2016
Total: Top 10 funds Premium 279,508,435 2,336,145 10.25

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 99,810,892 -518,443 94,103,000 35,750,000 193,913,892
Vanguard Total Bond Market Index Fund 52,079,000 -- 31,211,000 -- 83,290,000
Vanguard Wellington™ 49,638,000 -- 0 -- 49,638,000
Vanguard Total Bond Market II Index Fund 27,417,000 200,000 18,226,000 -- 45,643,000
Vanguard Short-Term Investment-Grade 0 -- 49,891,000 -- 49,891,000
iShares iBoxx $ Invst Grade Crp Bond 32,328,000 -- 0 -- 32,328,000
Lord Abbett Short Duration Income Fund 0 4,748,000 21,773,000 4,748,000 21,773,000
iShares Core US Aggregate Bond 11,734,000 -- 7,050,000 -- 18,784,000
Vanguard Long-Term Bond Index Fund 19,468,000 -- 0 -- 19,468,000
VA CollegeAmerica Bond Fund of America 0 -- 19,285,000 -- 19,285,000
Total: Top 10 funds 292,474,892 -318,443 241,539,000 40,498,000 534,013,892
Bond Ownership for Funds only
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Peer Comparison

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Equity Ownership C  
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Market Cap (Mil USD) 165,124 323,225 242,909 ---
# of Institution Owners 1,947 2,942 2,347 ---
# of Fund Owners 3621 4327 3319 ---
% Owned by Institutions 75.96 79.92 67.29 ---
% Owned by Funds 43.68 43.33 36.35 ---
% Owned by Insiders 0.12 0.14 0.06 ---