AAPL

Accumulating

APPLE INC COMMON STOCK USD.00001 · INFORMATION TECHNOLOGY

Sep 11, 2026 · Held by 16 equity funds across 5 families · institutional blended weight 1.266% · ~$3.3B est. exposure

Institutional blended weight over time

AUM-weighted weight of AAPL across all stock-picking funds, last 30 trading sessions.

2026-07-300.279% → 1.266%2026-09-11

Day

+0.054%

Week

+0.014%

Month

+1.025%

Change in blended weight over each window. Bought across every horizon — sustained accumulation.

Fund	Provider	Shares	Weight	Δ today
CMAG	Corgi Funds	656	10.254%	-0.012%
QDVO	Amplify	207,659	9.074% ~$68M	+0.262%
AVUS	Avantis	2,459,360	5.582% ~$803M	+0.004%
DIVO	Amplify	1,326,393	5.537% ~$433M	-0.004%
KQQQ	Kurv	18,654	4.852% ~$6.1M	-0.001%
AVLV	Avantis	1,743,610	2.605% ~$569M	+0.001%
CGUS	Capital Group	899,216	2.507% ~$294M	-0.001%
CGGR	Capital Group	1,911,873	2.479% ~$624M	—
CGDV	Capital Group	2,714,484	2.313% ~$886M	+0.010%
AIEQ	Amplify	7,229	1.992% ~$2.4M	-0.000%
CGGO	Capital Group	374,372	1.028% ~$122M	-0.000%
IBUY	Amplify	2,453	0.676% ~$0.8M	—
ETHO	Amplify	2,294	0.396% ~$0.7M	—

10 positions from income funds — excluded from the institutional blend above. Covered call strikes indicate near-term resistance.

Fund	Provider	Type	Strike	Expiry	Wt in fund
KQQQ	Kurv	CALL	$290.00	Sep 18	0.70%
EGGY	Tidal / NestYield	CALL	$320.00	Sep 4	0.17%
EGGQ	Tidal / NestYield	CALL	$320.00	Sep 4	0.15%
EGGS	Tidal / NestYield	CALL	$320.00	Sep 4	0.14%
KQQQ	Kurv	PUT	$290.00	Sep 18	-0.00%
DIVO	Amplify	CALL	$310.00	Sep 18	-0.01%
KQQQ	Kurv	CALL	$340.00	Sep 18	-0.02%
EGGS	Tidal / NestYield	CALL	$330.00	Sep 4	-0.06%
EGGQ	Tidal / NestYield	CALL	$330.00	Sep 4	-0.06%
EGGY	Tidal / NestYield	CALL	$330.00	Sep 4	-0.07%