Position in BX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$984,427
+$427,071 QoQ
Shares Held
8,366
+72.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,050
of 2,106 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $60,870,917 across 31 Asset Management names. BX ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
33,400 | $32,116,104 | |
| 2 | VCTR |
Victory Capital Holdings, Inc.
|
116,537 | $9,796,100 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
450,514 | $5,861,187 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
161,418 | $2,347,017 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
66,813 | $2,015,748 | |
| 6 | BX |
Blackstone Inc.
This page
|
8,366 | $984,427 | |
| 7 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
110,719 | $837,035 | |
| 8 | CSQ |
Calamos Strategic Total Return Fund
|
34,611 | $711,602 |
All Filings in BX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,427 | 8,366 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $557,356 | 4,847 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $1,521,515 | 9,871 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,630,762 | 9,545 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,361,027 | 9,099 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,259,557 | 9,011 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,459,707 | 8,466 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,284,454 | 8,388 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $879,475 | 7,104 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $851,934 | 6,485 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $770,987 | 5,889 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $607,376 | 5,669 | Shares | Sole | 2023-11-08 | |
| 2022-06-30 | $2,802,403 | 30,718 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,966,621 | 31,248 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,422,753 | 26,453 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||