SMH CAPITAL ADVISORS INC
Position in APO — Apollo Global Management, Inc.
CIK 1180391
FORT WORTH, TX
Position in APO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$224,552
+$201,043 QoQ
Shares Held
1,898
+799.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#890
of 1,165 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SMH CAPITAL ADVISORS INC holds $15,267,500 across 37 Asset Management names. APO ranks #20 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRIN |
Trinity Capital Inc.
|
170,293 | $3,046,541 | |
| 2 | CSWC |
Capital Southwest Corp
|
80,072 | $1,903,311 | |
| 3 | MAIN |
Main Street Capital CORP
|
21,907 | $1,136,535 | |
| 4 | HTGC |
Hercules Capital, Inc.
|
59,466 | $937,778 | |
| 5 | OWL |
Blue Owl Capital Inc.
|
102,489 | $896,778 | |
| 6 | CG |
Carlyle Group Inc.
|
18,627 | $784,382 | |
| 7 | ARCC |
Ares Capital Corp
|
25,003 | $463,305 | |
| 8 | WT |
WisdomTree, Inc.
|
21,888 | $370,782 |
All Filings in APO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,552 | 1,898 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $23,509 | 211 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $271,569 | 1,876 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $249,881 | 1,875 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $1,349,652 | 10,805 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,331,121 | 11,274 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,331,070 | 11,837 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,123,964 | 12,061 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,095,610 | 12,206 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,061,975 | 13,826 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $878,239 | 13,905 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $924,572 | 14,494 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $673,785 | 14,490 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $729,866 | 15,055 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $817,028 | 13,180 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||