Equity and Debt

 C

 
Type Mil USD
Equity 227,522.0
Debt 228,728.0
 

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 1,981 0.71 Premium 3,739 3.52
New Owners Premium 133 -5.67 Premium 127 38.04
Sold Out Premium 205 48.55 Premium 188 -7.39
# of Owners Buying Premium 716 11.01 Premium 1,011 13.85
# of Owners Selling Premium 751 -1.96 Premium 1,076 -5.36
Total Shares Owned (Mil) Premium 2,262 1.77 Premium 1,201 -0.28
Total Shares Bought (Mil) Premium 185 22.94 Premium 39 12.82
Total Shares Sold (Mil) Premium 228 47.52 Premium 64 44.01
Net Share Change (Mil) Premium -42 1052.57 Premium -25 152.13

Fund Owners' Style

 C

969 1,984 613 Lg
88 46 24 Md
12 2 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 969 408,397,332 16,200,395 25,793,793 -2.3
Large Blend 1,984 607,037,177 15,118,192 10,905,944 0.7
Large Growth 613 162,651,467 7,052,280 25,256,490 -10.07
Mid Value 88 17,399,777 197,050 464,666 -1.51
Mid Blend 46 3,612,743 173,723 383,174 -5.48
Mid Growth 24 1,853,354 101,648 264,935 -8.1
Small Value 12 199,365 -- 2,024 --
Small Blend 2 802 -- 8,022 --
Small Growth 1 9,600 -- 1,000 --
Total 3,739 1,201,161,617 38,843,288 63,080,048 -1.98
Data displayed as of  05/31/2016

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 55,716,401 741,479 1.90 0.6 05/31/2016
Vanguard 500 Index Inv Premium 37,667,726 371,407 1.28 0.75 05/31/2016
Vanguard Institutional Index I Premium 32,919,181 261,942 1.12 0.75 05/31/2016
SPDR® S&P 500 ETF Premium 29,896,024 15,201 0.97 0.71 06/23/2016
Fidelity® Contrafund® Premium 23,275,076 477,100 0.79 1.01 04/30/2016
Total: Top 5 funds Premium 179,474,408 1,867,129 6.06

Bond Ownership

 C

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Metropolitan West Total Return Bond Fund 84,199,000 50,000 100,155,000 -- 184,354,000
Vanguard Total Bond Market Index Fund 52,065,000 -- 50,451,000 -3,832,000 102,516,000
Dodge & Cox Income Fund 0 -- 120,345,000 -- 120,345,000
Vanguard Total Bond Market II Index Fund 27,217,000 -- 27,587,000 -- 54,804,000
Vanguard Wellington™ 49,638,000 -- 0 -- 49,638,000
iShares iBoxx $ Invst Grade Crp Bond 40,108,000 1,300,000 0 -- 40,108,000
iShares 1-3 Year Credit Bond 0 -- 37,222,000 -- 37,222,000
Vanguard Long Term Investment Grade Fund 26,545,000 -5,750,000 0 -- 26,545,000
Vanguard Short-Term Corp Bd Idx 0 250,000 27,173,000 250,000 27,173,000
Vanguard Long-Term Bond Index Fund 20,440,000 -- 0 -- 20,440,000
Total: Top 10 funds 300,212,000 -4,400,000 362,933,000 -3,582,000 663,145,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 118,278 217,937 133,535 ---
# of Institution Owners 1,981 2,938 2,322 ---
# of Fund Owners 3739 4275 3067 ---
% Owned by Institutions 76.97 82.16 66.83 ---
% Owned by Funds 40.73 42.06 33.16 ---
% Owned by Insiders 0.13 0.08 0.05 ---