Equity and Debt

 AAPL

 
Type Mil USD
Equity 126,878.0
Debt 121,840.0
 

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 3,332 6.62 Premium 5,091 4.82
New Owners Premium 210 105.88 Premium 143 40.20
Sold Out Premium 100 13.64 Premium 205 0.99
# of Owners Buying Premium 1,038 -0.48 Premium 892 -10.26
# of Owners Selling Premium 1,547 5.67 Premium 1,936 13.75
Total Shares Owned (Mil) Premium 3,227 1.81 Premium 1,431 -6.67
Total Shares Bought (Mil) Premium 200 24.16 Premium 17 -28.55
Total Shares Sold (Mil) Premium 165 23.67 Premium 105 66.71
Net Share Change (Mil) Premium 36 26.50 Premium -88 125.45

Fund Owners' Style

 AAPL

702 2,646 1,628 Lg
21 40 46 Md
-- 6 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 702 61,731,511 1,892,796 13,315,339 -15.61
Large Blend 2,646 886,183,291 9,007,815 23,325,652 -1.59
Large Growth 1,628 481,453,856 6,149,648 67,660,742 -11.33
Mid Value 21 336,236 3,375 24,693 -5.96
Mid Blend 40 734,386 4,450 115,706 -13.16
Mid Growth 46 502,176 57,395 172,242 -18.61
Small Value -- -- -- -- --
Small Blend 6 1,730 100 3,721 -67.67
Small Growth 2 21,325 75 3,390 -13.45
Total 5,091 1,430,964,511 17,115,654 104,621,485 -5.76
Data displayed as of  04/30/2018

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 113,580,960 918,782 2.31 2.75 12/31/2017
Vanguard 500 Index Inv Premium 90,402,084 469,261 1.84 3.7 04/30/2018
SPDR® S&P 500 ETF Premium 57,488,579 -201,824 1.33 4.08 05/21/2018
Vanguard Institutional Index I Premium 49,298,207 -221,053 1.00 3.71 04/30/2018
PowerShares QQQ ETF Premium 41,481,329 465,690 0.96 12.06 05/22/2018
Fidelity Spartan® 500 Index Inv Premium 32,504,125 -10,702 0.66 3.75 03/31/2018
Vanguard Growth Index Inv Premium 31,716,284 106,414 0.65 6.9 04/30/2018
Technology Select Sector SPDR® ETF Premium 17,019,179 -11,028 0.39 14.89 05/21/2018
iShares Russell 1000 Growth Premium 15,675,962 0 0.36 7.02 05/18/2018
Fidelity® Contrafund® Premium 17,200,131 -1,641,686 0.35 2.34 03/31/2018
Total: Top 10 funds Premium 466,366,840 -126,146 9.85

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 38,814,000 -- 68,635,000 -- 107,449,000
Vanguard Total Bond Market Index Fund 35,050,000 -- 54,459,000 -4,125,000 89,509,000
Vanguard Interm-Tm Corp Bd Idx 0 -- 73,203,000 -- 73,203,000
Vanguard Intermediate-Term Invmt-Grd 0 -10,000,000 72,625,000 -10,000,000 72,625,000
Invesco Pan European High Income Fund 10,000,000 -- 55,000,000 -- 65,000,000
Vanguard Total Bond Market II Index Fund 22,050,000 25,000 38,853,000 50,000 60,903,000
Vanguard Intermediate-Term Bond Index Fd 0 -- 51,492,000 -- 51,492,000
Jupiter JGF Dynamic Bond 0 -- 0 -- 0
SL Intl Inv Perp Corp Bd 40,000,000 -- 0 -- 40,000,000
Vanguard Long Term Investment Grade Fund 36,955,000 -- 0 -- 36,955,000
Total: Top 10 funds 182,869,000 25,000 414,267,000 -14,075,000 597,136,000
Bond Ownership for Funds only