Orion Porfolio Solutions, LLC

Position in APO — Apollo Global Management, Inc.

CIK 1360533 OMAHA, NE

Position in APO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,041,719

+$44,511 QoQ

Shares Held

8,805

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#558

of 1,165 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Financial Services · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $47,679,719 across 25 Asset Management names. APO ranks #13 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	15,508	$14,911,872
2	PDI	PIMCO Dynamic Income Fund	446,181	$7,451,222
3	BX	Blackstone Inc.	23,453	$2,759,714
4	RJF	Raymond James Financial Inc	18,065	$2,746,421
5	AMP	Ameriprise Financial Inc	4,653	$2,134,610
6	KKR	KKR & Co. Inc.	22,864	$2,098,457
7	APAM	Artisan Partners Asset Management Inc.	60,193	$2,078,464
8	TROW	Price T Rowe Group Inc	15,662	$1,780,612

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,041,719	8,805	-1.6%	Shares	Sole	2026-08-14
2026-03-31	$997,208	8,950	-12.1%	Shares	Sole	2026-05-13
2025-12-31	$1,474,380	10,185	-14.6%	Shares	Sole	2026-02-12
2025-09-30	$1,589,777	11,929	-10.1%	Shares	Sole	2025-11-12
2025-06-30	$1,882,473	13,269	+3.8%	Shares	Sole	2025-08-27
2025-03-31	$1,751,325	12,789	-3.7%	Shares	Sole	2025-08-01
2024-12-31	$2,192,664	13,276	+3.8%	Shares	Sole	2025-08-01
2024-09-30	$1,597,723	12,791	+3.1%	Shares	Sole	2025-07-31
2024-06-30	$1,464,422	12,403	+1.8%	Shares	Sole	2025-07-31
2024-03-31	$1,370,315	12,186	+50.9%	Shares	Sole	2025-07-31
2023-12-31	$752,509	8,075	+206.2%	Shares	Sole	2025-07-31
2023-09-30	$236,697	2,637	+1.0%	Shares	Sole	2025-07-31
2023-06-30	$200,550	2,611	—	Shares	Sole	2025-07-31
No filing history on record for this holder in this stock.