Apollon Wealth Management, LLC
Position in BEN — Franklin Resources Inc
CIK 1764387
MOUNT PLEASANT, SC
Position in BEN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$534,083
+$319,661 QoQ
Shares Held
16,053
+76.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#355
of 662 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $139,469,342 across 98 Asset Management names. BEN ranks #43 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
1,116,916 | $20,696,453 | |
| 2 | OBDC |
Blue Owl Capital Corp
|
1,754,000 | $19,065,980 | |
| 3 | BLK |
BlackRock, Inc.
|
11,767 | $11,314,676 | |
| 4 | BX |
Blackstone Inc.
|
86,011 | $10,120,914 | |
| 5 | FSK |
FS KKR Capital Corp
|
834,715 | $8,764,507 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
585,666 | $6,319,336 | |
| 7 | CSQ |
Calamos Strategic Total Return Fund
|
274,887 | $5,651,676 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
|
78,055 | $3,500,766 |
All Filings in BEN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,083 | 16,053 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $214,422 | 9,078 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $212,148 | 9,172 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $374,659 | 15,709 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $525,082 | 27,277 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $493,655 | 24,330 | Shares | Sole | 2025-01-28 | |
| 2024-03-31 | $238,625 | 8,489 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $243,294 | 8,167 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||