Equity and Debt

 V

 
Type Mil USD
Equity 28,237.0
Debt --
 

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 2,164 8.91 Premium 3,372 7.46
New Owners Premium 256 1.19 Premium 151 38.53
Sold Out Premium 94 -7.84 Premium 97 -46.99
# of Owners Buying Premium 700 17.45 Premium 818 11.60
# of Owners Selling Premium 806 0.37 Premium 998 -10.01
Total Shares Owned (Mil) Premium 1,769 275.45 Premium 837 249.36
Total Shares Bought (Mil) Premium 93 172.70 Premium 21 104.82
Total Shares Sold (Mil) Premium 118 384.88 Premium 23 181.23
Net Share Change (Mil) Premium -25 -353.06 Premium -2 -204.22

Fund Owners' Style

 V

214 1,820 1,262 Lg
8 25 39 Md
1 1 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 214 7,118,805 235,362 2,075,305 -20.54
Large Blend 1,820 341,924,883 12,951,090 7,705,828 1.56
Large Growth 1,262 481,687,218 7,916,600 13,494,384 -1.14
Mid Value 8 763,118 497 128,956 -14.41
Mid Blend 25 323,183 111,104 29,504 33.78
Mid Growth 39 5,111,549 108,572 39,242 1.37
Small Value 1 9,600 -- -- --
Small Blend 1 11 -- -- --
Small Growth 2 5,231 2,375 -- --
Total 3,372 836,943,598 21,325,600 23,473,219 -0.26
Data displayed as of  04/30/2015

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 34,737,108 100,309 1.42 0.56 04/30/2015
Fidelity® Contrafund® Premium 29,754,372 -57,200 1.22 1.74 03/31/2015
VA CollegeAmerica Grth Fund of Amer 529F Premium 22,592,000 400,000 0.92 1.08 03/31/2015
Vanguard 500 Index Inv Premium 21,909,683 104,285 0.90 0.69 04/30/2015
Vanguard Institutional Index I Premium 20,459,516 13,100 0.84 0.69 04/30/2015
T. Rowe Price Growth Stock Premium 19,838,000 -2,084,400 0.81 2.91 03/31/2015
SPDR® S&P 500 ETF Premium 18,275,709 104,928 0.79 0.72 05/20/2015
MainStay Large Cap Growth A Premium 11,724,400 -77,200 0.48 3.9 03/31/2015
T. Rowe Price Blue Chip Growth Premium 11,057,800 365,400 0.45 2.53 03/31/2015
Harbor Capital Appreciation Instl Premium 10,443,553 -235,211 0.43 2.6 03/31/2015
Total: Top 10 funds Premium 200,792,141 -1,365,989 8.26
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Peer Comparison

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Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 170,745 82,239 106,316 26,537
# of Institution Owners 2,164 2,066 1,742 1,312
# of Fund Owners 3372 2295 2656 1917
% Owned by Institutions 77.72 88.71 89.03 89.59
% Owned by Funds 38.93 34.65 41.80 41.71
% Owned by Insiders 0.01 0.18 0.07 1.16