Equity and Debt

 C

 
Type Mil USD
Equity 230,019.0
Debt 319,741.0
 

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 2,002 12.22 Premium 3,610 8.21
New Owners Premium 161 29.84 Premium 154 9.22
Sold Out Premium 105 9.38 Premium 154 -25.96
# of Owners Buying Premium 686 6.69 Premium 879 8.79
# of Owners Selling Premium 761 6.28 Premium 1,112 -7.64
Total Shares Owned (Mil) Premium 2,042 7.63 Premium 1,196 3.43
Total Shares Bought (Mil) Premium 148 6.47 Premium 47 29.62
Total Shares Sold (Mil) Premium 112 -36.35 Premium 46 -19.51
Net Share Change (Mil) Premium 36 -199.10 Premium 0 -101.24

Fund Owners' Style

 C

856 1,979 616 Lg
69 60 21 Md
5 3 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 856 387,121,338 27,441,190 14,745,819 3.39
Large Blend 1,979 602,856,590 8,653,106 23,628,954 -2.42
Large Growth 616 188,738,217 10,444,294 7,648,214 1.5
Mid Value 69 10,737,250 98,224 155,911 -0.53
Mid Blend 60 5,079,294 64,529 225,629 -3.07
Mid Growth 21 1,214,112 61,782 17,919 3.75
Small Value 5 54,669 -- -- --
Small Blend 3 82,250 -- -- --
Small Growth 1 1,700 1,700 -- --
Total 3,610 1,195,885,420 46,764,825 46,422,446 0.03
Data displayed as of  09/30/2017

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 65,032,644 840,044 2.39 0.73 08/31/2017
Vanguard 500 Index Inv Premium 44,041,544 -133,390 1.67 0.91 09/30/2017
SPDR® S&P 500 ETF Premium 31,045,671 93,515 1.19 0.9 10/20/2017
Fidelity® Contrafund® Premium 32,337,546 1,458,300 1.19 1.88 08/31/2017
Vanguard Institutional Index I Premium 29,002,950 -488,789 1.10 0.92 09/30/2017
Total: Top 5 funds Premium 201,460,355 1,769,680 7.54

Bond Ownership

 C

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Metropolitan West Total Return Bond Fund 78,535,297 -18,594,554 170,043,000 -31,236,000 248,578,297
Vanguard Total Bond Market Index Fund 52,354,000 250,000 22,146,000 -9,065,000 74,500,000
Vanguard Wellington™ 49,638,000 -- 0 -- 49,638,000
iShares iBoxx $ Invst Grade Crp Bond 38,243,000 700,000 0 -- 38,243,000
Vanguard Total Bond Market II Index Fund 28,717,000 -- 13,264,000 -5,262,000 41,981,000
Fidelity® Conservative Income Bond Fund 0 -- 38,239,000 -- 38,239,000
iShares Floating Rate Bond 0 -- 34,641,000 -- 34,641,000
VA CollegeAmerica Bond Fund of America 0 -- 30,685,000 -- 30,685,000
iShares Core US Aggregate Bond 14,510,000 -- 7,130,000 -- 21,640,000
Lord Abbett Short Duration Income Fund 0 -- 21,773,000 -- 21,773,000
Total: Top 10 funds 261,997,297 -17,644,554 337,921,000 -45,563,000 599,918,297
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
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Market Cap (Mil USD) 194,413 345,270 284,130 ---
# of Institution Owners 2,002 2,959 2,425 ---
# of Fund Owners 3610 4376 3634 ---
% Owned by Institutions 76.98 76.22 68.96 ---
% Owned by Funds 45.25 42.55 34.70 ---
% Owned by Insiders 0.12 0.08 0.06 ---