Equity and Debt

 C

 
Type Mil USD
Equity 227,522.0
Debt 228,728.0
 

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 1,955 -0.61 Premium 3,698 2.38
New Owners Premium 136 -3.55 Premium 137 48.91
Sold Out Premium 191 38.41 Premium 195 -3.94
# of Owners Buying Premium 679 5.27 Premium 944 6.31
# of Owners Selling Premium 772 0.78 Premium 1,138 0.09
Total Shares Owned (Mil) Premium 2,228 0.24 Premium 1,210 0.45
Total Shares Bought (Mil) Premium 189 25.15 Premium 48 38.81
Total Shares Sold (Mil) Premium 221 43.22 Premium 58 31.60
Net Share Change (Mil) Premium -33 782.01 Premium -11 6.60

Fund Owners' Style

 C

970 1,944 621 Lg
90 43 16 Md
12 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 970 420,254,241 21,308,631 24,068,246 -0.65
Large Blend 1,944 596,727,977 17,222,319 16,989,827 0.04
Large Growth 621 172,816,050 8,268,328 15,254,714 -3.89
Mid Value 90 15,213,009 726,875 695,836 0.2
Mid Blend 43 2,948,762 185,100 232,119 -1.57
Mid Growth 16 1,535,086 75,383 473,245 -20.58
Small Value 12 200,255 1,050 2,024 -0.48
Small Blend 2 9,323 -- 1,287 --
Small Growth -- -- -- -- --
Total 3,698 1,209,704,703 47,787,686 57,717,298 -0.81
Data displayed as of  06/30/2016

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 58,627,484 2,911,083 2.00 0.57 06/30/2016
Vanguard 500 Index Inv Premium 38,492,376 824,650 1.31 0.68 06/30/2016
Vanguard Institutional Index I Premium 32,750,599 -168,582 1.12 0.68 06/30/2016
SPDR® S&P 500 ETF Premium 30,495,505 -42,225 1.09 0.69 07/22/2016
Fidelity® Contrafund® Premium 23,933,576 658,500 0.82 1.03 05/31/2016
Vanguard Windsor™ II Inv Premium 20,386,954 1,327,110 0.69 1.91 03/31/2016
Fidelity Spartan® 500 Index Inv Premium 15,404,189 135,504 0.52 0.74 05/31/2016
Financial Select Sector SPDR® ETF Premium 15,359,449 -14,040 0.55 4.38 07/22/2016
Vanguard Value Index Inv Premium 12,484,095 612,797 0.43 1.25 06/30/2016
Invesco Comstock A Premium 12,252,457 238,876 0.42 4.32 03/31/2016
Total: Top 10 funds Premium 260,186,684 6,483,673 8.95

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 84,199,000 -- 113,750,000 13,595,000 197,949,000
Vanguard Total Bond Market Index Fund 52,079,000 14,000 50,451,000 -- 102,530,000
Dodge & Cox Income Fund 0 -- 120,345,000 -- 120,345,000
iShares iBoxx $ Invst Grade Crp Bond 45,533,000 -- 0 -- 45,533,000
Vanguard Total Bond Market II Index Fund 27,217,000 -- 27,587,000 -- 54,804,000
Vanguard Wellington™ 49,638,000 -- 0 -- 49,638,000
iShares 1-3 Year Credit Bond 0 -- 32,222,000 -- 32,222,000
Vanguard Long Term Investment Grade Fund 26,545,000 -5,750,000 0 -- 26,545,000
Vanguard Short-Term Corp Bd Idx 0 -- 27,173,000 -- 27,173,000
Vanguard Long-Term Bond Index Fund 20,940,000 500,000 0 -- 20,940,000
Total: Top 10 funds 306,151,000 -5,236,000 371,528,000 13,595,000 677,679,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 130,017 234,172 147,710 ---
# of Institution Owners 1,955 2,923 2,300 ---
# of Fund Owners 3698 4278 3046 ---
% Owned by Institutions 75.63 80.93 65.56 ---
% Owned by Funds 41.33 41.78 33.30 ---
% Owned by Insiders 0.12 0.08 0.05 ---