Equity and Debt

 C

 
Type Mil USD
Equity 228,132.0
Debt 234,657.0
 

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 1,967 16.87 Premium 3,632 8.35
New Owners Premium 163 -2.98 Premium 142 7.58
Sold Out Premium 105 17.98 Premium 140 -44.00
# of Owners Buying Premium 698 27.84 Premium 856 -7.56
# of Owners Selling Premium 755 8.79 Premium 1,221 -1.77
Total Shares Owned (Mil) Premium 2,094 2.47 Premium 1,186 1.50
Total Shares Bought (Mil) Premium 156 29.99 Premium 30 -23.51
Total Shares Sold (Mil) Premium 178 36.32 Premium 48 -6.79
Net Share Change (Mil) Premium -22 108.07 Premium -18 46.25

Fund Owners' Style

 C

943 1,990 542 Lg
71 56 16 Md
12 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 943 389,736,506 10,815,068 17,602,085 -1.71
Large Blend 1,990 623,188,937 13,824,162 20,879,372 -1.12
Large Growth 542 160,789,257 4,621,785 8,489,326 -2.35
Mid Value 71 9,459,185 228,035 177,249 0.54
Mid Blend 56 2,692,586 359,135 346,713 0.46
Mid Growth 16 326,353 54,445 91,564 -10.21
Small Value 12 98,908 -- 9,658 --
Small Blend 2 69,700 -- 164,064 --
Small Growth -- -- -- -- --
Total 3,632 1,186,361,432 29,902,630 47,760,031 -1.48
Data displayed as of  05/31/2017

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 65,253,737 1,027,702 2.37 0.68 05/31/2017
Vanguard 500 Index Inv Premium 43,231,048 647,875 1.57 0.81 05/31/2017
SPDR® S&P 500 ETF Premium 31,544,711 -217,872 1.20 0.83 06/23/2017
Vanguard Institutional Index I Premium 30,419,161 67,895 1.10 0.81 05/31/2017
Fidelity® Contrafund® Premium 29,187,746 26,400 1.06 1.56 04/30/2017
Total: Top 5 funds Premium 199,636,403 1,552,000 7.3

Bond Ownership

 C

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Metropolitan West Total Return Bond Fund 97,129,850 -2,681,041 212,029,000 117,926,000 309,158,850
Vanguard Total Bond Market Index Fund 52,104,000 -- 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 -- 18,526,000 -- 45,943,000
iShares iBoxx $ Invst Grade Crp Bond 36,238,000 -180,000 0 -- 36,238,000
Fidelity® Conservative Income Bond Fund 0 -- 38,239,000 -- 38,239,000
iShares Floating Rate Bond 0 -- 31,716,000 -- 31,716,000
VA CollegeAmerica Bond Fund of America 0 11,400,000 30,685,000 11,400,000 30,685,000
Metropolitan West Unconstrained Bd Fund 10,827,232 -55,701 20,948,000 11,705,000 31,775,232
iShares Core US Aggregate Bond 13,710,000 -- 7,130,000 -- 20,840,000
Total: Top 10 funds 287,064,082 -2,916,742 390,484,000 141,031,000 677,548,082
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 174,584 308,597 227,102 ---
# of Institution Owners 1,967 2,907 2,405 ---
# of Fund Owners 3632 4437 3509 ---
% Owned by Institutions 75.92 79.44 68.58 ---
% Owned by Funds 43.30 42.93 36.68 ---
% Owned by Insiders 0.12 0.08 0.06 ---