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 3,522 16.97 Premium 5,496 6.57
New Owners Premium 242 120.00 Premium 144 8.27
Sold Out Premium 155 20.16 Premium 280 -2.78
# of Owners Buying Premium 992 14.68 Premium 1,192 1.71
# of Owners Selling Premium 1,665 7.63 Premium 1,874 4.46
Total Shares Owned (Mil) Premium 3,102 -1.31 Premium 1,622 -6.25
Total Shares Bought (Mil) Premium 158 -55.08 Premium 30 -78.49
Total Shares Sold (Mil) Premium 191 30.66 Premium 47 19.81
Net Share Change (Mil) Premium -34 -116.43 Premium -17 -116.58

Fund Owners' Style

 AAPL

840 2,610 1,859 Lg
41 67 73 Md
2 2 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 840 95,365,030 2,853,081 14,904,008 -11.22
Large Blend 2,610 890,087,987 14,546,416 11,978,869 0.29
Large Growth 1,859 633,266,868 12,836,677 19,882,679 -1.1
Mid Value 41 455,254 28,760 188,453 -25.97
Mid Blend 67 1,523,503 93,506 95,377 -0.12
Mid Growth 73 882,104 42,203 61,564 -2.15
Small Value 2 308 2 1,348 -81.38
Small Blend 2 2,274 492 45,000 -95.14
Small Growth 2 28,000 -- 1,650 --
Total 5,496 1,621,611,328 30,401,137 47,158,948 -1.02
Data displayed as of  08/31/2017

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 83,653,056 649,936 1.62 4.02 08/31/2017
SPDR® S&P 500 ETF Premium 59,278,276 85,008 1.20 3.87 08/10/2017
Vanguard Institutional Index I Premium 55,853,353 -599,846 1.08 4.03 08/31/2017
PowerShares QQQ ETF Premium 39,595,724 -481,719 0.80 12.2 08/10/2017
Total: Top 5 funds Premium 349,206,358 1,034,561 6.85

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 111,196,000 300,000 0 -- 111,196,000
Vanguard Intermediate-Term Invmt-Grd 106,325,000 -- 0 -- 106,325,000
SL Intl Inv Perp Corp Bd 100,000,000 -- 0 -- 100,000,000
Vanguard Total Bond Market Index Fund 91,280,000 -1,600,000 0 -- 91,280,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
Vanguard Interm-Tm Corp Bd Idx 59,306,000 3,670,000 0 -- 59,306,000
Vanguard Total Bond Market II Index Fund 57,635,000 -- 0 -- 57,635,000
Vanguard Intermediate-Term Bond Index Fd 48,569,000 1,000,000 0 -- 48,569,000
iShares Floating Rate Bond 0 -- 41,903,000 -- 41,903,000
Berwyn Income Fund 36,824,000 5,315,000 0 -- 36,824,000
Total: Top 10 funds 676,135,000 8,685,000 41,903,000 0 718,038,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 806,137 577,206 32,737 ---
# of Institution Owners 3,522 3,555 1,204 ---
# of Fund Owners 5496 5556 2070 ---
% Owned by Institutions 61.57 74.57 79.06 ---
% Owned by Funds 31.54 42.90 46.65 ---
% Owned by Insiders 0.06 1.39 0.05 ---