OneDigital Investment Advisors LLC

Position in APO — Apollo Global Management, Inc.

CIK 1690370 OVERLAND PARK, KS

Position in APO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$262,293

-$38,952 QoQ

Shares Held

2,217

+6.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#857

of 1,165 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $39,079,654 across 37 Asset Management names. APO ranks #26 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	39,704	$6,036,199
2	PSLV	Sprott Physical Silver Trust	177,149	$3,342,801
3	BLK	BlackRock, Inc.	3,292	$3,165,455
4	SII	Sprott Inc.	26,538	$2,981,544
5	NAD	Nuveen Quality Municipal Income Fund	234,360	$2,840,443
6	NAC	Nuveen California Quality Municipal Income Fund	177,723	$2,154,002
7	NMZ	Nuveen Municipal High Income Opportunity Fund	187,628	$1,983,227
8	BX	Blackstone Inc.	15,256	$1,795,173

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,293	2,217	+6.5%	Shares	Sole	2026-08-07
2025-12-31	$301,245	2,081	+13.7%	Shares	Sole	2026-02-13
2025-09-30	$243,884	1,830	+8.5%	Shares	Sole	2025-11-10
2025-06-30	$239,192	1,686	-21.9%	Shares	Sole	2025-08-07
2025-03-31	$295,790	2,160	-25.3%	Shares	Sole	2025-04-29
2024-12-31	$477,807	2,893	-8.3%	Shares	Sole	2025-02-13
2024-09-30	$394,091	3,155	+1.1%	Shares	Sole	2024-11-06
2024-06-30	$368,496	3,121	+32.2%	Shares	Sole	2024-08-02
2024-03-31	$265,494	2,361	-64.6%	Shares	Sole	2024-05-10
2023-12-31	$621,950	6,674	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.