World Investment Advisors
Position in APO — Apollo Global Management, Inc.
CIK 1652594
SANTA BARBARA, CA
Position in APO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,011,787
+$65,163 QoQ
Shares Held
8,552
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#562
of 1,165 holders
Holding Since
Mar 2024
10 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, 2026World Investment Advisors holds $97,268,277 across 84 Asset Management names. APO ranks #19 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
963,167 | $18,174,961 | |
| 2 | BX |
Blackstone Inc.
|
76,433 | $8,993,871 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
234,493 | $7,074,653 | |
| 4 | RJF |
Raymond James Financial Inc
|
30,790 | $4,681,003 | |
| 5 | OTF |
Blue Owl Technology Finance Corp.
|
429,025 | $4,440,408 | |
| 6 | BLK |
BlackRock, Inc.
|
3,891 | $3,741,429 | |
| 7 | CSQ |
Calamos Strategic Total Return Fund
|
170,261 | $3,500,566 | |
| 8 | NIE |
Virtus Equity & Convertible Income Fund
|
114,410 | $3,073,052 |
All Filings in APO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,011,787 | 8,552 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $946,624 | 8,496 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,188,769 | 8,212 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $1,085,350 | 8,144 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,183,053 | 8,339 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $970,767 | 7,089 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,155,459 | 6,996 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $852,260 | 6,823 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $791,541 | 6,704 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $798,282 | 7,099 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||