Equity and Debt

 LOV

 
Type Mil USD
Equity 20.2
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 31 -11.43 Premium 22 0.00
New Owners Premium 3 -57.14 Premium 0 --
Sold Out Premium 12 140.00 Premium 2 100.00
# of Owners Buying Premium 9 80.00 Premium 4 300.00
# of Owners Selling Premium 8 14.29 Premium 2 -50.00
Total Shares Owned (Mil) Premium 14 2.13 Premium 1 1.41
Total Shares Bought (Mil) Premium 0 -34.31 Premium 0 276578.26
Total Shares Sold (Mil) Premium 1 34.59 Premium 0 -64.23
Net Share Change (Mil) Premium 0 214.33 Premium 0 -109.29

Fund Owners' Style

 LOV

-- 11 -- Lg
-- -- -- Md
-- 4 7 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value -- -- -- -- --
Large Blend 11 440,674 1,311 7,271 -1.33
Large Growth -- -- -- -- --
Mid Value -- -- -- -- --
Mid Blend -- -- -- -- --
Mid Growth -- -- -- -- --
Small Value -- -- -- -- --
Small Blend 4 627,648 62,325 40,250 3.65
Small Growth 7 349,242 -- 3,000 --
Total 22 1,417,564 63,636 50,521 0.93
 

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 1.00 0.02 03/31/2017
Vanguard Total Stock Mkt Idx Premium 263,550 1,100 0.82 0 05/31/2017
Bridgeway Ultra-Small Company Market Premium 249,500 0 0.78 0.07 03/31/2017
Vanguard Extended Market Idx Inv Premium 159,125 0 0.50 0 05/31/2017
Fidelity SpartanĀ® Extended Mkt Index Inv Premium 80,921 0 0.25 0 04/30/2017
VALIC Company I Small Cap Premium 80,000 0 0.25 0.03 04/30/2017
Absolute Strategies I Premium 71,106 -7,237 0.22 0.02 03/31/2017
Vanguard Instl Ttl Stk Mkt Idx InstlPls Premium 53,035 0 0.17 0 05/31/2017
iShares Micro-Cap Premium 46,773 3,150 0.14 0 06/22/2017
BNY Mellon EB DL Mkt Completion Premium 24,613 0 0.08 0 03/31/2017
Total: Top 10 funds Premium 1,350,798 56,188 4.21
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Peer Comparison

 LOV

Equity Ownership LOV  
Go
 
Go
 
Go
Market Cap (Mil USD) 31 48,973 8,249 ---
# of Institution Owners 31 10 426 ---
# of Fund Owners 22 20 491 ---
% Owned by Institutions 43.69 0.05 85.43 ---
% Owned by Funds 4.41 0.05 33.03 ---
% Owned by Insiders 1.43 0.0 1.04 ---