Equity and Debt

 AAPL

 
Type Mil USD
Equity 134,082.0
Debt 98,522.0
 

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 3,467 17.49 Premium 5,650 5.31
New Owners Premium 264 123.73 Premium 164 10.81
Sold Out Premium 152 -5.59 Premium 227 -25.08
# of Owners Buying Premium 958 -0.21 Premium 1,328 -8.60
# of Owners Selling Premium 1,652 26.69 Premium 1,956 10.45
Total Shares Owned (Mil) Premium 3,105 1.15 Premium 1,649 0.36
Total Shares Bought (Mil) Premium 291 56.30 Premium 43 -32.58
Total Shares Sold (Mil) Premium 155 -15.98 Premium 56 -3.10
Net Share Change (Mil) Premium 136 5949.62 Premium -12 -274.36

Fund Owners' Style

 AAPL

1,005 2,681 1,772 Lg
48 65 71 Md
1 4 3 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,005 119,150,192 2,845,018 12,523,102 -7.51
Large Blend 2,681 897,907,507 10,717,684 23,112,133 -1.36
Large Growth 1,772 628,598,343 29,619,206 19,167,188 1.69
Mid Value 48 406,157 46,706 228,203 -30.89
Mid Blend 65 1,471,390 44,108 252,798 -12.42
Mid Growth 71 1,073,467 138,054 47,891 9.17
Small Value 1 186 -- 1,000 --
Small Blend 4 5,748 3,846 47,300 -88.32
Small Growth 3 29,018 1,018 1,650 -2.13
Total 5,650 1,648,642,008 43,415,640 55,381,265 -0.72
Data displayed as of  06/30/2017

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 108,093,912 -5,963,170 2.07 2.65 06/30/2017
Vanguard 500 Index Inv Premium 82,373,427 512,922 1.58 3.6 06/30/2017
SPDR® S&P 500 ETF Premium 58,416,754 294,298 1.17 3.68 07/20/2017
Vanguard Institutional Index I Premium 57,205,596 -389,782 1.10 3.6 06/30/2017
PowerShares QQQ ETF Premium 42,408,520 -127,351 0.85 11.52 07/20/2017
Fidelity Spartan® 500 Index Inv Premium 30,076,814 -214,696 0.58 3.85 05/31/2017
Fidelity® Contrafund® Premium 28,713,134 343,900 0.55 3.84 05/31/2017
Vanguard Growth Index Inv Premium 29,865,475 -1,051,052 0.57 6.68 06/30/2017
T. Rowe Price Growth Stock Premium 19,397,557 8,151,200 0.37 5.82 03/31/2017
CREF Stock R1 Premium 17,247,740 -76,293 0.33 2.2 05/31/2017
Total: Top 10 funds Premium 473,798,929 1,479,976 9.17

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 105,721,000 700,000 0 -- 105,721,000
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 670,660,000 9,085,000 41,903,000 0 712,563,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
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Market Cap (Mil USD) 783,484 568,773 32,236 ---
# of Institution Owners 3,467 3,469 1,195 ---
# of Fund Owners 5650 5586 2063 ---
% Owned by Institutions 61.18 71.88 77.67 ---
% Owned by Funds 31.83 43.37 46.47 ---
% Owned by Insiders 0.06 2.23 0.08 ---