Equity and Debt

 C

 
Type Mil USD
Equity 225,120.0
Debt 236,879.0
 

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 1,987 17.92 Premium 3,614 6.99
New Owners Premium 203 123.08 Premium 125 34.41
Sold Out Premium 107 13.83 Premium 139 -14.20
# of Owners Buying Premium 632 17.91 Premium 860 10.40
# of Owners Selling Premium 780 8.03 Premium 1,306 19.16
Total Shares Owned (Mil) Premium 2,152 1.62 Premium 1,197 2.52
Total Shares Bought (Mil) Premium 132 21.77 Premium 46 36.92
Total Shares Sold (Mil) Premium 144 -5.74 Premium 46 7.38
Net Share Change (Mil) Premium -12 -73.31 Premium 0 -100.30

Fund Owners' Style

 C

920 2,019 539 Lg
70 42 12 Md
7 4 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 920 384,730,483 12,023,328 14,403,465 -0.61
Large Blend 2,019 631,868,799 22,950,378 18,332,182 0.74
Large Growth 539 167,394,064 10,646,932 10,231,026 0.25
Mid Value 70 9,032,245 227,890 214,340 0.15
Mid Blend 42 2,976,555 102,752 889,598 -20.91
Mid Growth 12 384,769 1,035 1,053,182 -73.22
Small Value 7 74,519 17,000 -- --
Small Blend 4 93,050 -- 316,664 --
Small Growth 1 8,904 -- -- --
Total 3,614 1,196,563,388 45,969,315 45,440,457 0.04
Data displayed as of  02/28/2017

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 62,492,519 862,464 2.26 0.68 02/28/2017
Vanguard 500 Index Inv Premium 42,756,923 495,894 1.55 0.83 02/28/2017
SPDR® S&P 500 ETF Premium 32,791,089 135,240 1.15 0.8 03/23/2017
Vanguard Institutional Index I Premium 31,408,579 150,860 1.14 0.84 02/28/2017
Fidelity® Contrafund® Premium 26,999,346 -301,700 0.97 1.45 01/31/2017
Total: Top 5 funds Premium 196,448,456 1,342,758 7.07

Bond Ownership

 C

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 -- 18,226,000 -- 45,643,000
Vanguard Short-Term Investment-Grade 0 -- 49,891,000 -- 49,891,000
iShares iBoxx $ Invst Grade Crp Bond 34,878,000 500,000 0 -- 34,878,000
Fidelity® Conservative Income Bond Fund 0 23,239,000 38,239,000 23,239,000 38,239,000
iShares Core US Aggregate Bond 12,810,000 -- 7,050,000 -- 19,860,000
Vanguard Long-Term Bond Index Fund 19,468,000 -- 0 -- 19,468,000
Lord Abbett Short Duration Income Fund 0 -- 21,773,000 -- 21,773,000
Total: Top 10 funds 296,100,892 -18,443 260,493,000 58,989,000 556,593,892
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
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Market Cap (Mil USD) 160,556 311,797 231,476 ---
# of Institution Owners 1,987 2,981 2,395 ---
# of Fund Owners 3614 4428 3431 ---
% Owned by Institutions 77.62 81.16 69.84 ---
% Owned by Funds 43.07 43.17 36.16 ---
% Owned by Insiders 0.12 0.13 0.06 ---