Equity and Debt

 C

 
Type Mil USD
Equity 214,620.0
Debt 249,927.0
 

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 2,205 7.56 Premium 3,943 9.32
New Owners Premium 281 18.57 Premium 183 25.34
Sold Out Premium 163 56.73 Premium 149 -31.02
# of Owners Buying Premium 775 10.09 Premium 1,125 14.33
# of Owners Selling Premium 706 -5.87 Premium 1,043 1.56
Total Shares Owned (Mil) Premium 2,529 11.31 Premium 1,278 7.53
Total Shares Bought (Mil) Premium 358 114.20 Premium 56 11.98
Total Shares Sold (Mil) Premium 142 12.51 Premium 32 -38.77
Net Share Change (Mil) Premium 216 425.28 Premium 24 -1015.08

Fund Owners' Style

 C

1,003 2,240 567 Lg
60 50 14 Md
7 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,003 409,963,258 26,034,310 11,329,901 3.72
Large Blend 2,240 679,133,459 21,295,077 11,291,784 1.49
Large Growth 567 170,792,239 8,589,189 5,052,575 2.11
Mid Value 60 11,184,288 38,038 75,987 -0.34
Mid Blend 50 4,630,378 211,480 3,380,367 -40.63
Mid Growth 14 1,947,576 233,000 135,583 5.27
Small Value 7 136,306 5,500 1,980 2.65
Small Blend 2 22,393 1,093 -- --
Small Growth -- -- -- -- --
Total 3,943 1,277,809,897 56,407,687 31,268,177 2.01
Data displayed as of  06/30/2015

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 51,032,780 20,331 1.68 0.7 06/30/2015
Vanguard 500 Index Inv Premium 34,806,904 301,439 1.15 0.92 06/30/2015
Vanguard Institutional Index I Premium 32,393,382 297,969 1.07 0.92 06/30/2015
SPDR® S&P 500 ETF Premium 29,107,163 49,735 1.02 0.95 07/30/2015
Financial Select Sector SPDR® ETF Premium 19,789,266 -101,592 0.70 5.7 07/30/2015
Vanguard Windsor™ II Inv Premium 21,335,544 182,000 0.70 2.21 03/31/2015
Fidelity Spartan® 500 Index Inv Premium 14,751,653 44,718 0.49 0.9 06/30/2015
BlackRock Equity Dividend Inv B Premium 14,512,038 2,926,914 0.48 3.17 06/30/2015
Fidelity® Contrafund® Premium 14,373,174 1,419,700 0.47 0.71 06/30/2015
CREF Stock R1 Premium 12,227,226 370,296 0.40 0.52 05/31/2015
Total: Top 10 funds Premium 244,329,130 5,511,510 8.16

Bond Ownership

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Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Wellington™ 53,325,000 -30,000,000 108,460,000 -30,000,000 161,785,000
Vanguard Total Bond Market Index Fund 49,394,000 -35,340,000 111,414,000 345,000 160,808,000
Vanguard Long Term Investment Grade Fund 135,060,000 -25,980,000 0 -- 135,060,000
Dodge & Cox Income Fund 0 -- 140,345,000 -- 140,345,000
Metropolitan West Total Return Bond Fund 84,149,000 -- 62,732,000 -- 146,881,000
Lord Abbett Short Duration Income Fund 0 41,178,000 121,961,000 41,178,000 121,961,000
iShares iBoxx $ Invst Grade Crp Bond 55,951,000 -- 33,534,000 -- 89,485,000
iShares 1-3 Year Credit Bond 0 -- 102,667,000 -- 102,667,000
Vanguard Total Bond Market II Index Fund 30,068,000 -15,621,000 61,868,000 -100,000 91,936,000
Loomis Sayles Bond Fund 64,070,000 -- 24,080,000 -- 88,150,000
Total: Top 10 funds 472,017,000 -106,941,000 767,061,000 11,423,000 1,239,078,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
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Market Cap (Mil USD) 177,376 254,321 187,178 ---
# of Institution Owners 2,205 2,988 2,318 ---
# of Fund Owners 3943 4259 2976 ---
% Owned by Institutions 76.97 79.80 64.96 ---
% Owned by Funds 41.82 43.39 33.06 ---
% Owned by Insiders 0.09 0.15 0.03 ---