Equity and Debt

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Type Mil USD
Equity 31,944.0
Debt 15,891.0
 

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 2,466 16.60 Premium 3,867 9.80
New Owners Premium 195 66.67 Premium 135 4.65
Sold Out Premium 81 -5.81 Premium 104 -27.78
# of Owners Buying Premium 843 11.80 Premium 885 5.36
# of Owners Selling Premium 886 3.63 Premium 1,097 -1.79
Total Shares Owned (Mil) Premium 1,680 3.03 Premium 899 1.63
Total Shares Bought (Mil) Premium 84 -20.35 Premium 21 7.28
Total Shares Sold (Mil) Premium 107 -21.05 Premium 25 1.45
Net Share Change (Mil) Premium -22 -23.60 Premium -4 -19.36

Fund Owners' Style

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172 1,798 1,775 Lg
12 51 54 Md
-- 5 0 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 172 13,624,219 175,027 296,963 -0.89
Large Blend 1,798 351,433,351 5,631,526 5,415,869 0.06
Large Growth 1,775 530,740,517 14,577,098 18,595,669 -0.75
Mid Value 12 531,349 -- 60,082 --
Mid Blend 51 2,045,564 92,614 196,061 -4.81
Mid Growth 54 1,099,419 76,832 199,192 -10.01
Small Value -- -- -- -- --
Small Blend 5 19,390 -- -- --
Small Growth 0 0 -- 1,280 --
Total 3,867 899,493,809 20,553,097 24,765,116 -0.47
Data displayed as of  09/30/2017

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 43,609,171 546,208 1.91 0.75 08/31/2017
Vanguard 500 Index Inv Premium 29,571,307 -50,201 1.29 0.89 09/30/2017
Fidelity® Contrafund® Premium 27,455,497 41,700 1.20 2.43 08/31/2017
SPDR® S&P 500 ETF Premium 20,845,904 62,776 0.93 0.89 10/20/2017
Vanguard Institutional Index I Premium 19,473,623 -302,591 0.85 0.89 09/30/2017
VA CollegeAmerica Grth Fund of Amer 529F Premium 15,086,000 -2,700,000 0.66 0.98 09/30/2017
T. Rowe Price Growth Stock Premium 13,990,596 -4,101,100 0.61 2.66 06/30/2017
Vanguard Growth Index Inv Premium 11,937,112 -37,579 0.52 1.83 09/30/2017
T. Rowe Price Blue Chip Growth Premium 12,930,000 173,600 0.56 3.07 06/30/2017
Fidelity Spartan® 500 Index Inv Premium 10,740,153 36,582 0.47 0.9 08/31/2017
Total: Top 10 funds Premium 205,639,363 -6,330,605 9
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Peer Comparison

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Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 245,942 80,210 154,815 24,787
# of Institution Owners 2,466 1,828 1,828 1,174
# of Fund Owners 3867 2176 2943 1827
% Owned by Institutions 74.51 88.98 86.66 86.21
% Owned by Funds 39.42 35.66 42.99 49.60
% Owned by Insiders 0.03 0.24 0.06 0.94