Cambridge Investment Research Advisors, Inc.
Position in APO — Apollo Global Management, Inc.
CIK 1419186
FAIRFIELD, IA
Position in APO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,828,082
-$643,319 QoQ
Shares Held
23,904
-23.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#400
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $736,420,292 across 296 Asset Management names. APO ranks #53 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 3 | BX |
Blackstone Inc.
|
298,216 | $35,091,076 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 | |
| 6 | BLK |
BlackRock, Inc.
|
21,557 | $20,728,348 | |
| 7 | ARCC |
Ares Capital Corp
|
1,081,390 | $20,038,156 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,699,036 | $17,839,878 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,828,082 | 23,904 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,471,401 | 31,156 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,129,860 | 35,437 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,464,070 | 41,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,155,413 | 36,339 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,732,783 | 34,561 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,353,088 | 44,521 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,584,072 | 36,699 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,702,911 | 31,362 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,599,524 | 32,010 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,899,557 | 52,576 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,160,898 | 35,215 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,602,399 | 33,881 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,190,199 | 34,677 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,328,143 | 36,497 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,551,240 | 33,360 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,363,257 | 28,120 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,428,993 | 23,052 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||