Position in APO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,475,592
+$298,674 QoQ
Shares Held
29,377
+3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#377
of 1,165 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $152,000,262 across 66 Asset Management names. APO ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
77,619 | $74,635,325 | |
| 2 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
297,457 | $14,902,595 | |
| 3 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
513,166 | $7,548,671 | |
| 4 | KKR |
KKR & Co. Inc.
|
80,171 | $7,358,094 | |
| 5 | VVR |
Invesco Senior Income Trust
|
1,779,730 | $5,339,190 | |
| 6 | BX |
Blackstone Inc.
|
34,578 | $4,068,793 | |
| 7 | APO |
Apollo Global Management, Inc.
This page
|
29,377 | $3,475,592 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
306,066 | $3,326,937 |
All Filings in APO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,475,592 | 29,377 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,176,918 | 28,513 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,399,545 | 30,392 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $579,113 | 4,082 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $724,275 | 5,289 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $918,289 | 5,560 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $681,508 | 5,456 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $398,486 | 3,375 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $358,715 | 3,190 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $264,380 | 2,837 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $227,721 | 2,537 | Shares | Sole | 2023-11-24 | |
| 2022-06-30 | $356,424 | 7,352 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $268,354 | 4,329 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||