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 3,478 16.67 Premium 5,594 14.94
New Owners Premium 258 141.12 Premium 168 42.37
Sold Out Premium 139 9.45 Premium 247 11.76
# of Owners Buying Premium 990 16.75 Premium 1,315 27.67
# of Owners Selling Premium 1,614 5.08 Premium 1,971 12.95
Total Shares Owned (Mil) Premium 3,101 -1.30 Premium 1,627 -5.89
Total Shares Bought (Mil) Premium 291 -17.12 Premium 26 -81.49
Total Shares Sold (Mil) Premium 145 -0.45 Premium 63 59.63
Net Share Change (Mil) Premium 145 -29.00 Premium -36 -135.62

Fund Owners' Style

 AAPL

931 2,625 1,850 Lg
43 65 73 Md
1 4 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 931 101,756,718 2,360,914 17,059,741 -12.62
Large Blend 2,625 887,924,367 9,684,385 23,363,727 -1.52
Large Growth 1,850 634,341,057 13,939,028 21,538,338 -1.18
Mid Value 43 438,545 28,180 122,288 -17.67
Mid Blend 65 1,485,038 57,751 111,103 -3.47
Mid Growth 73 907,738 82,353 72,653 1.08
Small Value 1 188 2 1,000 -84.15
Small Blend 4 5,748 3,846 45,603 -87.9
Small Growth 2 28,000 -- 1,650 --
Total 5,594 1,626,887,399 26,156,459 62,316,103 -2.17
Data displayed as of  07/31/2017

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 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 59,278,276 85,008 1.20 3.87 08/10/2017
Vanguard Institutional Index I Premium 57,205,596 -389,782 1.10 3.6 06/30/2017
PowerShares QQQ ETF Premium 39,595,724 -481,719 0.80 12.2 08/10/2017
Fidelity Spartan® 500 Index Inv Premium 30,038,105 -38,709 0.58 3.6 06/30/2017
Vanguard Growth Index Inv Premium 29,865,475 -1,051,052 0.57 6.68 06/30/2017
Fidelity® Contrafund® Premium 26,739,134 -1,974,000 0.51 3.39 06/30/2017
Technology Select Sector SPDR® ETF Premium 16,718,931 28,060 0.34 15.37 08/10/2017
T. Rowe Price Growth Stock Premium 18,017,909 -1,379,648 0.35 5.25 06/30/2017
Total: Top 10 funds Premium 467,926,489 -10,652,090 9.1

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
 
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Market Cap (Mil USD) 813,523 558,336 31,159 ---
# of Institution Owners 3,478 3,478 1,202 ---
# of Fund Owners 5594 5575 2072 ---
% Owned by Institutions 61.63 71.54 76.77 ---
% Owned by Funds 31.71 42.80 46.12 ---
% Owned by Insiders 0.06 1.39 0.05 ---