Equity and Debt

 LOV

 
Type Mil USD
Equity 25.6
Debt --
 

Equity Owners

 LOV

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 LOV

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 35 -5.41 Premium 23 -4.17
New Owners Premium 3 -25.00 Premium 0 --
Sold Out Premium 10 233.33 Premium 3 0.00
# of Owners Buying Premium 9 28.57 Premium 1 0.00
# of Owners Selling Premium 7 -12.50 Premium 4 -20.00
Total Shares Owned (Mil) Premium 17 55.43 Premium 1 -5.07
Total Shares Bought (Mil) Premium 6 1998.56 Premium 0 520733.33
Total Shares Sold (Mil) Premium 3 717.57 Premium 0 10.83
Net Share Change (Mil) Premium 3 -4333.05 Premium 0 -55.07

Fund Owners' Style

 LOV

-- 11 -- Lg
-- -- -- Md
-- 8 4 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value -- -- -- -- --
Large Blend 11 514,892 -- 88,121 --
Large Growth -- -- -- -- --
Mid Value -- -- -- -- --
Mid Blend -- -- -- -- --
Mid Growth -- -- -- -- --
Small Value -- -- -- -- --
Small Blend 8 772,045 125,000 119,073 0.77
Small Growth 4 164,359 -- 3,000 --
Total 23 1,451,296 125,000 210,194 -5.54
 

Equity Ownership

 LOV

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Royce Value Trust Premium 263,000 0 0.83 0.03 09/30/2016
Bridgeway Ultra-Small Company Market Premium 249,500 125,000 0.78 0.11 09/30/2016
Vanguard Total Stock Mkt Idx Premium 286,824 -88,048 0.90 0 12/31/2016
Absolute Strategies I Premium 124,258 0 0.39 0.03 09/30/2016
Vanguard Extended Market Idx Inv Premium 172,667 0 0.54 0 12/31/2016
Fidelity SpartanĀ® Extended Mkt Index Inv Premium 80,921 0 0.25 0 11/30/2016
VALIC Company I Small Cap Premium 80,000 0 0.25 0.02 11/30/2016
Vanguard Instl Ttl Stk Mkt Idx InstlPls Premium 53,035 0 0.17 0 12/31/2016
iShares Micro-Cap Premium 44,748 0 0.16 0.01 01/18/2017
BNY Mellon EB DL Mkt Completion Premium 26,322 -4,901 0.08 0 09/30/2016
Total: Top 10 funds Premium 1,381,275 32,051 4.35
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Peer Comparison

 LOV

Equity Ownership LOV  
Go
 
Go
 
Go
Market Cap (Mil USD) 31 40,121 5,519 ---
# of Institution Owners 35 996 414 ---
# of Fund Owners 23 1373 473 ---
% Owned by Institutions 53.28 76.05 86.82 ---
% Owned by Funds 4.58 22.40 30.89 ---
% Owned by Insiders 1.37 0.43 1.04 ---