Equity and Debt

 C

 
Type Mil USD
Equity 227,634.0
Debt 270,822.0
 

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 2,019 10.57 Premium 3,649 10.88
New Owners Premium 145 12.40 Premium 120 -18.92
Sold Out Premium 106 10.42 Premium 110 -50.45
# of Owners Buying Premium 746 17.85 Premium 800 4.17
# of Owners Selling Premium 735 1.10 Premium 1,303 10.61
Total Shares Owned (Mil) Premium 2,103 2.37 Premium 1,189 2.33
Total Shares Bought (Mil) Premium 156 0.23 Premium 28 -43.99
Total Shares Sold (Mil) Premium 92 -13.27 Premium 41 1.42
Net Share Change (Mil) Premium 64 29.16 Premium -13 -239.96

Fund Owners' Style

 C

853 2,030 609 Lg
66 53 26 Md
6 6 0 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 853 378,074,185 5,509,015 15,611,706 -2.6
Large Blend 2,030 608,246,055 9,120,694 18,864,754 -1.58
Large Growth 609 189,451,258 12,833,588 5,551,814 4
Mid Value 66 9,663,354 60,832 544,409 -4.77
Mid Blend 53 2,979,952 315,035 145,306 6.04
Mid Growth 26 288,131 135,045 1,856 85.96
Small Value 6 11,703 -- 23,079 --
Small Blend 6 66,500 4,000 10,000 -8.28
Small Growth 0 0 -- 11,550 --
Total 3,649 1,188,781,138 27,978,209 40,764,474 -1.06
Data displayed as of  12/31/2017

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 63,729,446 -1,677,204 2.48 0.71 12/31/2017
Vanguard 500 Index Inv Premium 45,172,432 -688,336 1.76 0.86 12/31/2017
Fidelity® Contrafund® Premium 35,493,046 827,600 1.34 2.15 11/30/2017
SPDR® S&P 500 ETF Premium 32,299,570 741,120 1.31 0.85 01/18/2018
Vanguard Institutional Index I Premium 26,777,569 -1,190,314 1.04 0.86 12/31/2017
Financial Select Sector SPDR® ETF Premium 25,460,745 40,478 1.03 5.77 01/18/2018
Vanguard Windsor™ II Inv Premium 19,908,519 -581,900 0.75 2.97 09/30/2017
Fidelity Spartan® 500 Index Inv Premium 16,352,528 101,140 0.62 0.9 11/30/2017
MFS Value A Premium 15,018,232 0 0.57 2.41 11/30/2017
Vanguard Value Index Inv Premium 13,609,535 -490,530 0.53 1.56 12/31/2017
Total: Top 10 funds Premium 293,821,622 -2,917,946 11.43

Bond Ownership

 C

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Metropolitan West Total Return Bond Fund 78,260,246 7,162,949 178,691,000 8,648,000 256,951,246
Vanguard Total Bond Market Index Fund 52,384,000 30,000 11,546,000 -- 63,930,000
Vanguard Wellington™ 49,638,000 -- 0 -- 49,638,000
iShares iBoxx $ Invst Grade Crp Bond 38,815,000 -24,000 0 -- 38,815,000
Vanguard Total Bond Market II Index Fund 0 -- 0 -- 0
BBH Limited Duration Fund 0 -- 39,974,000 -- 39,974,000
Fidelity® Conservative Income Bond Fund 0 -- 38,239,000 -- 38,239,000
iShares Floating Rate Bond 0 -- 33,901,000 -- 33,901,000
VA CollegeAmerica Bond Fund of America 0 -- 30,685,000 -- 30,685,000
Principal Preferred Securities Fund 18,638,000 10,938,000 0 -- 18,638,000
Total: Top 10 funds 237,735,246 18,106,949 333,036,000 8,648,000 570,771,246
Bond Ownership for Funds only
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 C

Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 198,877 387,949 323,844 ---
# of Institution Owners 2,019 2,936 2,435 ---
# of Fund Owners 3649 4315 3652 ---
% Owned by Institutions 81.99 78.12 70.24 ---
% Owned by Funds 46.78 43.15 35.76 ---
% Owned by Insiders 0.13 0.07 0.06 ---