Equity and Debt

 LRN

 
Type Mil USD
Equity 599.4
Debt 0.0
 

Equity Owners

 LRN

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 LRN

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 179 10.49 Premium 297 -2.30
New Owners Premium 33 37.50 Premium 5 -16.67
Sold Out Premium 15 -28.57 Premium 15 -37.50
# of Owners Buying Premium 66 6.45 Premium 72 -23.40
# of Owners Selling Premium 45 7.14 Premium 71 24.56
Total Shares Owned (Mil) Premium 37 4.87 Premium 18 13.51
Total Shares Bought (Mil) Premium 5 21.29 Premium 2 80.32
Total Shares Sold (Mil) Premium 2 -13.04 Premium 1 -13.78
Net Share Change (Mil) Premium 3 59.65 Premium 1 286.76

Fund Owners' Style

 LRN

8 81 8 Lg
7 20 17 Md
31 69 56 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 8 23,500 13 11 0.01
Large Blend 81 1,840,792 7,192 69,260 -3.26
Large Growth 8 117,838 -- 14,565 --
Mid Value 7 1,439,609 16,646 131,736 -7.4
Mid Blend 20 1,324,535 15,654 229,208 -13.88
Mid Growth 17 2,303,624 183,173 938 8.59
Small Value 31 3,639,709 43,885 67,404 -0.64
Small Blend 69 3,311,209 159,502 82,810 2.37
Small Growth 56 4,318,964 1,636,132 81,347 56.25
Total 297 18,319,780 2,062,197 677,279 8.18
Data displayed as of  04/30/2018

Equity Ownership

 LRN

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
DFA US Small Cap Value II Premium 1,072,622 8,952 2.61 0.1 03/31/2018
Janus Venture D Premium 1,038,217 114,264 2.52 0.45 03/31/2018
Vanguard Total Stock Mkt Idx Premium 961,094 1,782 2.33 0 04/30/2018
Vanguard Small Cap Index Premium 944,139 5,715 2.29 0.02 04/30/2018
Highland Global Allocation A Premium 732,928 -131,720 1.78 1.58 03/31/2018
Vanguard Small Cap Value Index Inv Premium 593,504 6,358 1.44 0.03 04/30/2018
Deutsche Small Cap Core S Premium 566,176 0 1.38 1.74 03/31/2018
Vanguard Extended Market Idx Inv Premium 519,492 16,492 1.26 0.01 04/30/2018
iShares Russell 2000 Value Premium 370,339 242 0.98 0.06 05/18/2018
DFA US Small Cap I Premium 408,673 31,809 0.99 0.03 03/31/2018
Total: Top 10 funds Premium 7,207,184 53,894 17.58