Position in BX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$974,542
-$20,466 QoQ
Shares Held
8,282
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,054
of 2,112 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $41,675,163 across 172 Asset Management names. BX ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
195,814 | $7,877,597 | |
| 2 | TSLX |
Sixth Street Specialty Lending, Inc.
|
305,604 | $5,247,220 | |
| 3 | BLK |
BlackRock, Inc.
|
5,105 | $4,908,763 | |
| 4 | KKR |
KKR & Co. Inc.
|
40,898 | $3,753,618 | |
| 5 | IQI |
Invesco Quality Municipal Income Trust
|
182,631 | $1,848,225 | |
| 6 | APO |
Apollo Global Management, Inc.
|
13,150 | $1,555,776 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
45,615 | $1,376,204 | |
| 8 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
21,041 | $1,054,154 |
All Filings in BX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,542 | 8,282 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $995,008 | 8,653 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $847,615 | 5,499 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $922,590 | 5,400 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,081,164 | 7,228 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $791,713 | 5,664 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,238,148 | 7,181 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $378,690 | 2,473 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $312,347 | 2,523 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $372,171 | 2,833 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $406,768 | 3,107 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $5,170,147 | 48,256 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,590,114 | 49,372 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,384,270 | 49,912 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,206 | 67,986 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,310,226 | 75,391 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,626,947 | 72,640 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $6,570,287 | 51,759 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $7,659,111 | 59,194 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $10,595,781 | 91,076 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $5,100,529 | 52,507 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,894,490 | 52,254 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,445,040 | 53,156 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,578,836 | 49,403 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,870,225 | 50,657 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,232,838 | 48,998 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||