Equity and Debt

 AAPL

 
Type Mil USD
Equity 132,425.0
Debt 108,339.0
 

Equity Owners

 AAPL

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 AAPL

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 3,483 15.98 Premium 5,352 3.90
New Owners Premium 245 122.73 Premium 139 -3.47
Sold Out Premium 140 7.69 Premium 270 -6.57
# of Owners Buying Premium 986 13.46 Premium 1,231 3.10
# of Owners Selling Premium 1,626 5.17 Premium 1,779 -0.45
Total Shares Owned (Mil) Premium 3,097 -1.48 Premium 1,605 -7.20
Total Shares Bought (Mil) Premium 133 -62.26 Premium 26 -81.66
Total Shares Sold (Mil) Premium 177 21.22 Premium 49 22.80
Net Share Change (Mil) Premium -44 -121.56 Premium -23 -122.32

Fund Owners' Style

 AAPL

792 2,578 1,805 Lg
37 68 67 Md
1 1 3 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 792 96,277,295 2,874,885 14,545,909 -10.81
Large Blend 2,578 881,863,423 7,534,966 16,016,276 -0.95
Large Growth 1,805 619,792,039 15,203,013 17,459,396 -0.36
Mid Value 37 437,286 155,493 77,165 21.82
Mid Blend 68 5,961,509 125,302 144,474 -0.32
Mid Growth 67 821,108 26,561 218,610 -18.96
Small Value 1 120 -- 1,348 --
Small Blend 1 2,104 -- -- --
Small Growth 3 28,116 116 1,650 -5.17
Total 5,352 1,605,183,000 25,920,336 48,464,828 -1.39
Data displayed as of  09/30/2017

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 110,825,949 1,381,182 2.15 3 08/31/2017
Vanguard 500 Index Inv Premium 83,494,935 -158,121 1.62 3.67 09/30/2017
SPDR® S&P 500 ETF Premium 58,857,668 177,354 1.16 3.64 10/20/2017
Vanguard Institutional Index I Premium 54,988,517 -864,836 1.06 3.68 09/30/2017
PowerShares QQQ ETF Premium 39,166,177 -241,824 0.77 11.53 10/19/2017
Total: Top 5 funds Premium 347,333,246 293,755 6.76

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 118,551,000 -- 0 -- 118,551,000
Vanguard Intermediate-Term Invmt-Grd 106,325,000 -- 0 -- 106,325,000
Vanguard Total Bond Market Index Fund 91,780,000 -- 0 -- 91,780,000
Vanguard Interm-Tm Corp Bd Idx 65,980,000 524,000 0 -- 65,980,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
Vanguard Total Bond Market II Index Fund 58,385,000 750,000 0 -- 58,385,000
Vanguard Intermediate-Term Bond Index Fd 50,169,000 250,000 0 -- 50,169,000
iShares Floating Rate Bond 0 -- 42,653,000 -- 42,653,000
SL Intl Inv Perp Corp Bd 40,000,000 -- 0 -- 40,000,000
Berwyn Income Fund 36,849,000 25,000 0 -- 36,849,000
Total: Top 10 funds 633,039,000 1,549,000 42,653,000 0 675,692,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 807,067 608,053 36,779 ---
# of Institution Owners 3,483 3,511 1,182 ---
# of Fund Owners 5352 5459 2001 ---
% Owned by Institutions 61.65 74.40 78.83 ---
% Owned by Funds 31.17 43.03 47.20 ---
% Owned by Insiders 0.06 1.37 0.04 ---