Equity and Debt

 C

 
Type Mil USD
Equity 200,740.0
Debt 281,161.0
 

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 1,942 0.83 Premium 3,573 4.60
New Owners Premium 137 -6.16 Premium 92 -25.20
Sold Out Premium 87 -6.45 Premium 108 -21.17
# of Owners Buying Premium 701 -6.16 Premium 845 1.56
# of Owners Selling Premium 742 10.25 Premium 1,234 15.87
Total Shares Owned (Mil) Premium 2,067 -5.31 Premium 1,137 -3.30
Total Shares Bought (Mil) Premium 97 -38.25 Premium 23 -15.18
Total Shares Sold (Mil) Premium 186 109.50 Premium 42 0.66
Net Share Change (Mil) Premium -88 -228.07 Premium -19 29.51

Fund Owners' Style

 C

855 2,016 580 Lg
50 39 20 Md
7 6 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 855 361,102,708 5,531,141 10,410,772 -1.33
Large Blend 2,016 600,303,981 6,960,989 24,444,971 -2.83
Large Growth 580 165,455,629 9,873,366 5,534,572 2.69
Mid Value 50 7,751,697 44,026 637,883 -7.12
Mid Blend 39 2,383,096 145,435 240,297 -3.83
Mid Growth 20 269,924 127,119 227,713 -27.15
Small Value 7 25,600 19,400 5,623 116.53
Small Blend 6 64,155 360 13,500 -17
Small Growth -- -- -- -- --
Total 3,573 1,137,356,790 22,701,836 41,515,331 -1.63
Data displayed as of  03/31/2018

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 65,217,396 508,987 2.56 0.65 03/31/2018
Vanguard 500 Index Inv Premium 45,551,455 -1,103,877 1.79 0.77 03/31/2018
Fidelity® Contrafund® Premium 37,526,465 723,711 1.47 2.19 02/28/2018
SPDR® S&P 500 ETF Premium 28,902,534 76,653 1.18 0.78 04/19/2018
Financial Select Sector SPDR® ETF Premium 24,771,087 -356,105 1.01 5.36 04/19/2018
Vanguard Institutional Index I Premium 25,082,203 -809,711 0.98 0.77 03/31/2018
Vanguard Windsor™ II Inv Premium 18,806,403 -1,102,116 0.73 2.78 12/31/2017
Fidelity Spartan® 500 Index Inv Premium 16,744,069 400,372 0.65 0.85 02/28/2018
MFS Value A Premium 15,388,406 95,848 0.60 2.42 02/28/2018
Vanguard Value Index Inv Premium 13,651,964 -17,568 0.54 1.44 03/31/2018
Total: Top 10 funds Premium 291,641,982 -1,583,806 11.51

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 28,568,317 -49,691,929 165,096,000 -13,595,000 193,664,317
Vanguard Total Bond Market Index Fund 52,334,000 -- 0 -- 52,334,000
Vanguard Wellington™ 49,638,000 -- 0 -- 49,638,000
iShares iBoxx $ Invst Grade Crp Bond 38,546,000 -- 0 -- 38,546,000
BBH Limited Duration Fund 0 -- 39,974,000 -- 39,974,000
Vanguard Total Bond Market II Index Fund 29,417,000 350,000 0 -- 29,417,000
Fidelity® Conservative Income Bond Fund 0 -- 38,239,000 -- 38,239,000
iShares Floating Rate Bond 0 -- 33,901,000 -- 33,901,000
VA CollegeAmerica Bond Fund of America 0 -- 30,685,000 -- 30,685,000
Principal Preferred Securities Fund 20,010,000 -- 0 -- 20,010,000
Total: Top 10 funds 218,513,317 -49,341,929 307,895,000 -13,595,000 526,408,317
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 178,493 379,533 307,923 ---
# of Institution Owners 1,942 2,794 2,398 ---
# of Fund Owners 3573 4280 3677 ---
% Owned by Institutions 81.14 77.62 73.35 ---
% Owned by Funds 44.80 41.64 34.83 ---
% Owned by Insiders 0.14 0.07 0.06 ---