Equity and Debt

 LOV

 
Type Mil USD
Equity 22.1
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 37 15.62 Premium 22 0.00
New Owners Premium 7 133.33 Premium 0 --
Sold Out Premium 5 -50.00 Premium 2 -50.00
# of Owners Buying Premium 6 -33.33 Premium 3 50.00
# of Owners Selling Premium 8 14.29 Premium 3 -25.00
Total Shares Owned (Mil) Premium 17 20.70 Premium 1 -5.13
Total Shares Bought (Mil) Premium 1 -90.51 Premium 0 -59.35
Total Shares Sold (Mil) Premium 1 -73.95 Premium 0 -27.06
Net Share Change (Mil) Premium 0 -102.72 Premium 0 -250.81

Fund Owners' Style

 LOV

-- 11 -- Lg
-- -- -- Md
-- 6 5 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value -- -- -- -- --
Large Blend 11 467,479 12 45,949 -8.95
Large Growth -- -- -- -- --
Mid Value -- -- -- -- --
Mid Blend -- -- -- -- --
Mid Growth -- -- -- -- --
Small Value -- -- -- -- --
Small Blend 6 650,481 59,198 41,959 2.72
Small Growth 5 337,026 -- 3,000 --
Total 22 1,454,986 59,210 90,908 -2.13
 

Equity Ownership

 LOV

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Royce Value Trust Premium 322,175 59,175 1.01 0.02 03/31/2017
Vanguard Total Stock Mkt Idx Premium 283,674 0 0.89 0 03/31/2017
Bridgeway Ultra-Small Company Market Premium 249,500 0 0.78 0.06 12/31/2016
Vanguard Extended Market Idx Inv Premium 172,667 0 0.54 0 03/31/2017
Fidelity SpartanĀ® Extended Mkt Index Inv Premium 80,921 0 0.25 0 02/28/2017
VALIC Company I Small Cap Premium 80,000 0 0.25 0.02 02/28/2017
Absolute Strategies I Premium 78,343 -45,915 0.24 0.01 12/31/2016
Vanguard Instl Ttl Stk Mkt Idx InstlPls Premium 53,035 0 0.17 0 03/31/2017
iShares Micro-Cap Premium 43,848 0 0.14 0.01 04/27/2017
BNY Mellon EB DL Mkt Completion Premium 24,613 -1,709 0.08 0 12/31/2016
Total: Top 10 funds Premium 1,388,776 11,551 4.35
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Peer Comparison

 LOV

Equity Ownership LOV  
Go
 
Go
 
Go
Market Cap (Mil USD) 33 46,318 6,458 ---
# of Institution Owners 37 861 369 ---
# of Fund Owners 22 1306 483 ---
% Owned by Institutions 52.92 79.50 86.74 ---
% Owned by Funds 4.55 21.95 33.54 ---
% Owned by Insiders 1.62 0.35 1.04 ---