Dynamic Advisor Solutions LLC
Position in APO — Apollo Global Management, Inc.
CIK 1599747
PHOENIX, AZ
Position in APO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$670,817
+$105,918 QoQ
Shares Held
5,670
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#646
of 1,165 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $40,498,272 across 42 Asset Management names. APO ranks #14 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
6,498 | $6,248,216 | |
| 2 | ARES |
Ares Management Corp
|
53,717 | $5,979,239 | |
| 3 | PTY |
Pimco Corporate & Income Opportunity Fund
|
382,350 | $4,599,670 | |
| 4 | BHK |
Blackrock Core Bond Trust
|
479,508 | $4,397,088 | |
| 5 | NTRS |
Northern Trust Corp
|
13,867 | $2,410,639 | |
| 6 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
66,356 | $1,236,875 | |
| 7 | GOF |
Guggenheim Strategic Opportunities Fund
|
108,583 | $1,185,726 | |
| 8 | BPRE |
Bluerock Private Real Estate Fund
|
90,672 | $1,179,642 |
All Filings in APO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,817 | 5,670 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $564,899 | 5,070 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $754,633 | 5,213 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $645,559 | 4,844 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $625,646 | 4,410 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $495,038 | 3,615 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $498,287 | 3,017 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $403,209 | 3,228 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $305,447 | 2,587 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $313,735 | 2,790 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||