MERCER GLOBAL ADVISORS INC /ADV
Position in APO — Apollo Global Management, Inc.
CIK 853758
DENVER, CO
Position in APO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$5,411,144
+$329,167 QoQ
Shares Held
45,737
+0.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#308
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Derivatives in APO
reported options exposure · as of Jun 30, 2026CallValue
$1,580
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $377,714,113 across 121 Asset Management names. APO ranks #16 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
720,078 | $109,473,458 | |
| 2 | STT |
State Street Corp
|
244,864 | $41,528,934 | |
| 3 | BLK |
BlackRock, Inc.
|
28,708 | $27,604,464 | |
| 4 | AMP |
Ameriprise Financial Inc
|
34,541 | $15,846,029 | |
| 5 | BX |
Blackstone Inc.
|
124,804 | $14,685,686 | |
| 6 | FHI |
Federated Hermes, Inc.
|
250,866 | $13,852,820 | |
| 7 | NTRS |
Northern Trust Corp
|
72,801 | $12,655,725 | |
| 8 | JHG |
Janus Henderson Group Ltd.
|
187,868 | $9,759,742 |
All Filings in APO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,580 | 100 | Call | Sole | 2026-08-19 | |
| 2026-06-30 | $5,411,144 | 45,737 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $5,081,977 | 45,611 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,633,775 | 59,642 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,954,086 | 59,684 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,387,354 | 59,120 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,379,268 | 24,677 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,949,096 | 17,856 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,241,884 | 17,948 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,985,937 | 16,820 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,770,975 | 15,749 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,149,032 | 12,330 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,038,433 | 11,569 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,254,076 | 16,327 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,871,632 | 45,466 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,381,627 | 21,659 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $874,200 | 18,800 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $924,852 | 19,077 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,949,608 | 47,582 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||