Cetera Investment Advisers
Position in APO — Apollo Global Management, Inc.
CIK 1666741
SCHAUMBURG, IL
Position in APO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,396,907
+$1,471,408 QoQ
Shares Held
121,688
+4.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#202
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $1,081,032,132 across 353 Asset Management names. APO ranks #15 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
71,539 | $68,789,040 | |
| 2 | BX |
Blackstone Inc.
|
469,974 | $55,301,840 | |
| 3 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
3,627,961 | $50,174,700 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
1,658,246 | $50,029,281 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
3,005,236 | $39,098,120 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
2,178,984 | $36,389,032 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
780,914 | $33,259,127 | |
| 8 | ARCC |
Ares Capital Corp
|
1,404,371 | $26,022,994 |
All Filings in APO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,396,907 | 121,688 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,925,499 | 116,007 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,946,033 | 96,339 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,772,671 | 88,337 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,470,289 | 73,802 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,108,636 | 73,818 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,670,822 | 64,609 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,864,054 | 54,952 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,047,309 | 51,218 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $5,573,134 | 49,561 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $915,684 | 9,826 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,071,375 | 11,936 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $976,792 | 12,717 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $864,218 | 13,683 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $832,140 | 13,045 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $241,846 | 5,201 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $621,174 | 12,813 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $804,258 | 12,974 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||