Equity and Debt

 V

 
Type Mil USD
Equity 32,827.0
Debt 15,879.0
 

Equity Owners

 V

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 V

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 2,429 17.17 Premium 3,815 7.71
New Owners Premium 194 88.35 Premium 128 16.36
Sold Out Premium 103 -9.65 Premium 106 -41.11
# of Owners Buying Premium 802 -1.96 Premium 925 -3.24
# of Owners Selling Premium 970 23.88 Premium 1,177 9.08
Total Shares Owned (Mil) Premium 1,848 0.85 Premium 936 2.04
Total Shares Bought (Mil) Premium 114 -16.46 Premium 32 17.34
Total Shares Sold (Mil) Premium 123 8.89 Premium 34 -4.64
Net Share Change (Mil) Premium -10 -143.39 Premium -2 -75.39

Fund Owners' Style

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170 1,785 1,737 Lg
11 48 55 Md
1 7 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 170 19,830,031 477,270 591,461 -0.57
Large Blend 1,785 342,768,946 8,061,723 9,953,740 -0.55
Large Growth 1,737 567,633,308 23,011,037 22,831,806 0.03
Mid Value 11 795,167 26,100 53,925 -3.38
Mid Blend 48 1,227,775 87,484 125,957 -3.04
Mid Growth 55 3,366,898 224,590 273,298 -1.43
Small Value 1 653 400 -- --
Small Blend 7 4,574 159 650 -9.69
Small Growth 1 500 -- 500 --
Total 3,815 935,627,852 31,888,763 33,831,337 -0.21
Data displayed as of  07/31/2016

Equity Ownership

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Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 38,254,555 106,726 1.78 0.65 07/31/2016
Fidelity® Contrafund® Premium 31,190,497 0 1.45 2.19 06/30/2016
Vanguard 500 Index Inv Premium 25,417,659 433,507 1.18 0.79 07/31/2016
Vanguard Institutional Index I Premium 21,058,977 -195,957 0.98 0.79 07/31/2016
SPDR® S&P 500 ETF Premium 19,783,078 6,576 0.95 0.81 08/23/2016
VA CollegeAmerica Grth Fund of Amer 529F Premium 18,318,049 -7,535,000 0.85 1.02 06/30/2016
T. Rowe Price Growth Stock Premium 15,439,596 1,361,796 0.72 2.7 06/30/2016
Harbor Capital Appreciation Instl Premium 11,654,178 0 0.54 3.54 06/30/2016
T. Rowe Price Blue Chip Growth Premium 11,585,900 41,000 0.54 2.78 06/30/2016
Vanguard Growth Index Inv Premium 10,726,013 9,504 0.50 1.59 07/31/2016
Total: Top 10 funds Premium 203,428,502 -5,771,848 9.49
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Peer Comparison

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Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 173,669 60,674 105,702 23,439
# of Institution Owners 2,429 1,857 1,819 1,193
# of Fund Owners 3815 2232 2972 1937
% Owned by Institutions 87.12 93.69 90.15 95.11
% Owned by Funds 43.67 35.89 42.00 48.13
% Owned by Insiders 0.05 0.2 0.06 1.05