Equity and Debt

 V

 
Type Mil USD
Equity 30,783.0
Debt 15,888.0
 

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 2,171 2.70 Premium 3,794 4.09
New Owners Premium 200 94.17 Premium 170 65.05
Sold Out Premium 93 -20.51 Premium 126 -25.00
# of Owners Buying Premium 750 0.67 Premium 871 13.56
# of Owners Selling Premium 791 -5.27 Premium 1,230 6.40
Total Shares Owned (Mil) Premium 1,735 -1.71 Premium 914 -0.07
Total Shares Bought (Mil) Premium 126 30.30 Premium 64 134.83
Total Shares Sold (Mil) Premium 124 18.77 Premium 25 -16.52
Net Share Change (Mil) Premium 3 -138.61 Premium 39 -1422.11

Fund Owners' Style

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195 1,817 1,671 Lg
10 40 49 Md
-- 12 0 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 195 15,909,917 6,059,955 484,323 53.95
Large Blend 1,817 352,026,755 29,292,124 5,416,201 7.28
Large Growth 1,671 543,377,257 27,860,445 18,451,320 1.76
Mid Value 10 454,714 50,986 133,582 -15.37
Mid Blend 40 1,263,835 177,544 77,126 8.63
Mid Growth 49 931,528 177,456 292,958 -11.03
Small Value -- -- -- -- --
Small Blend 12 174,743 15,423 54,799 -18.39
Small Growth 0 0 -- 1,280 --
Total 3,794 914,138,749 63,633,933 24,911,589 4.42
Data displayed as of  03/31/2017

Equity Ownership

 V

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 41,387,569 499,974 1.74 0.66 03/31/2017
Vanguard 500 Index Inv Premium 28,348,643 327,170 1.19 0.81 03/31/2017
Fidelity® Contrafund® Premium 28,381,897 374,900 1.22 2.33 02/28/2017
SPDR® S&P 500 ETF Premium 21,527,694 21,527,694 0.94 0.83 04/26/2017
Vanguard Institutional Index I Premium 20,310,922 -272,878 0.86 0.81 03/31/2017
T. Rowe Price Growth Stock Premium 18,091,696 566,700 0.76 3.36 03/31/2017
VA CollegeAmerica Grth Fund of Amer 529F Premium 16,436,000 -441,958 0.69 0.97 03/31/2017
T. Rowe Price Blue Chip Growth Premium 12,756,400 654,000 0.54 3.08 03/31/2017
Vanguard Growth Index Inv Premium 11,296,632 155,534 0.48 1.66 03/31/2017
Fidelity Spartan® 500 Index Inv Premium 10,648,929 90,243 0.46 0.8 02/28/2017
Total: Top 10 funds Premium 209,186,382 23,481,379 8.88
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Peer Comparison

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Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 217,485 72,290 126,224 24,570
# of Institution Owners 2,171 1,644 1,678 1,064
# of Fund Owners 3794 2245 2998 1956
% Owned by Institutions 74.05 86.42 85.84 88.99
% Owned by Funds 38.60 36.01 42.74 46.95
% Owned by Insiders 0.03 0.22 0.06 1.04