Apollo Global ManagementAPO

13F holders, Q1 2024 (March 31)
887holders
15famous investors
$112.36avg. 13F price*

At the end of Q1 2024, 887 institutions reported holding Apollo Global Management Inc. (APO) in their 13F filings. The largest holders were Vanguard Group Inc. ($4.6B), Capital World Investors ($3.6B) and BlackRock Inc. ($3.1B). 15 famous investors held it, including Glenn Greenberg (8.9% of Brave Warrior Advisors's portfolio), Leon Cooperman (7.6% of Omega Advisors (Leon Cooperman)'s portfolio) and Chase Coleman (7.6% of Tiger Global Management's portfolio).

Company
Apollo Global Management Inc.
Sector
Finance
CUSIP
03769M106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions120$460.7M
Exits66$246.9M

Ownership 887 holders

Vanguard Group Inc. 0.09% Reduce -0.8% 40,694,047 $4.6B
Capital World Investors 0.59% Add +0.1% 31,696,059 $3.6B
BlackRock Inc. 0.07% Add +1.1% 27,253,376 $3.1B
FMR LLC 0.11% Add +27.7% 15,011,970 $1.7B
Tiger Global Management 7.55% No change 12,285,193 $1.4B
Capital International Investors 0.25% Add +0.3% 10,801,940 $1.2B
State Street Corp. 0.05% Add +0.5% 10,359,425 $1.2B
Geode Capital Management, LLC 0.08% Add +16.3% 7,890,237 $886.1M
National Philanthropic Trust 18.46% Reduce -6.3% 7,517,415 $845.3M
Clearbridge Investments, LLC 0.62% Reduce -18.6% 6,994,747 $786.6M
Norges Bank 0.12% Add +8.3% 6,813,355 $766.2M
Morgan Stanley 0.06% Reduce -1.6% 6,750,441 $759.1M
T. Rowe Price Associates Inc. 0.09% Reduce -11.7% 6,402,063 $719.9M
Franklin Resources Inc. 0.23% Add +1401.9% 6,360,572 $715.2M
Capital Research Global Investors 0.12% Add +40.3% 4,738,565 $532.9M
Millennium Management 0.38% Reduce -8.8% 3,820,860 $429.7M
Brave Warrior Advisors 8.95% Reduce -15.5% 3,804,384 $427.8M
Mariner, LLC 0.86% Add +1.8% 3,716,188 $417.9M
Legal & General Group Plc 0.12% Add +3.8% 3,679,514 $413.8M
D. E. Shaw & Co. 0.52% Add +53.7% 3,341,165 $375.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Add +97.7% 3,186,315 $358.3M
Beck Mack & Oliver LLC 7.19% Add +2.5% 3,153,297 $354.6M
Neuberger Berman Group LLC 0.27% Add +0.5% 2,949,678 $331.7M
Select Equity Group, L.P. 1.10% Reduce -23.2% 2,699,734 $303.6M
Northern Trust Corp. 0.05% Reduce -2.5% 2,652,110 $298.2M
TD Asset Management Inc 0.27% Add +5.7% 2,599,942 $292.4M
Goldman Sachs Group Inc. 0.06% Reduce -0.9% 2,517,483 $283.1M
Voya Investment Management LLC 0.32% Add +49.4% 2,500,179 $281.1M
JPMorgan Chase & Co. 0.02% Add +8.6% 2,252,053 $253.2M
Bank of New York Mellon Corp 0.04% Reduce -7.6% 1,980,331 $222.7M
CapitalatWork S.A. 7.38% Reduce -0.4% 1,957,665 $220.1M
William Blair Investment Management, LLC 0.55% Add +8.4% 1,904,212 $214.1M
Bank of America Corp. 0.02% Add +10.1% 1,827,331 $205.5M
Ensign Peak Advisors, Inc 0.38% Add +61.3% 1,826,005 $205.3M
Janus Henderson Group PLC 0.11% Reduce -0.6% 1,772,486 $199.3M
Omega Advisors (Leon Cooperman) 7.61% No change 1,625,000 $182.7M
Nuveen Asset Management, LLC 0.05% Add +8.3% 1,484,706 $167.0M
Charles Schwab Investment Management Inc. 0.04% Add +0.5% 1,425,881 $160.3M
Barclays PLC 0.07% Add +107.7% 1,279,944 $143.9M
Deutsche Bank AG 0.07% Add +23.7% 1,262,777 $142.0M
1832 Asset Management L.P. 0.26% Add +66.0% 1,257,460 $141.4M
Alliancebernstein L.P. 0.05% Add +445.8% 1,243,502 $139.8M
Federated Hermes, Inc. 0.32% Reduce -3.0% 1,240,534 $139.5M
UBS Group AG 0.05% Add +100.7% 1,234,940 $138.9M
Qube Research & Technologies Ltd 0.25% Add +24.8% 1,224,986 $137.7M
Swiss National Bank 0.09% Reduce -4.1% 1,189,714 $133.8M
Menora Mivtachim Holdings LTD. 1.00% New 1,182,077 $132.9M
Frontier Capital Management Co. LLC 1.20% Reduce -7.6% 1,142,980 $128.5M
Citadel Advisors 0.12% Add +117.4% 1,114,910 $125.4M
PointState Capital LP 3.69% Reduce -23.3% 1,084,466 $121.9M
Los Angeles Capital Management LLC 0.40% Add +112.3% 1,045,422 $117.6M
Raymond James & Associates 0.08% Reduce -5.5% 1,014,943 $114.1M
Markel Group 1.12% No change 1,012,500 $113.9M
Dimensional Fund Advisors LP 0.03% Reduce -0.3% 1,009,314 $113.5M
Third Point 1.45% Add +11.1% 1,000,000 $112.5M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +0.1% 985,396 $110.8M
Fort Pitt Capital Group, LLC 3.40% Reduce -0.9% 980,806 $110.3M
Locust Wood Capital Advisers, LLC 4.32% Reduce -14.0% 975,495 $109.7M
Credit Suisse AG/ 0.10% Add +13.7% 968,049 $108.9M
Wells Fargo & Company 0.03% Add +0.5% 955,110 $107.4M
California Public Employees Retirement System 0.07% Reduce -2.5% 928,190 $104.4M
Jennison Associates LLC 0.07% Add +199.8% 925,222 $104.0M
Westfield Capital Management Co. LP 0.52% Add +9.8% 886,761 $99.7M
Jane Street Group, LLC 0.12% Reduce -14.8% 823,060 $92.6M
Assenagon Asset Management S.A. 0.24% Add +140.4% 818,950 $92.1M
MSA Advisors, LLC 27.21% Add +7.1% 808,202 $90.9M
Balyasny Asset Management L.P. 0.24% Add +4.8% 807,592 $90.8M
Regal Partners Ltd 9.07% Reduce -2.0% 802,883 $90.3M
Newbrook Capital Advisors LP 11.61% Reduce -17.5% 796,500 $89.6M
Lord, Abbett & Co. LLC 0.29% Add +41.5% 791,829 $89.0M
Ameriprise Financial Inc. 0.02% Add +3.1% 709,138 $79.8M
Bank of Montreal 0.02% Reduce -14.8% 684,115 $78.4M
Williams Jones Wealth Management, LLC. 0.99% Add +18.0% 688,438 $77.4M
MHR Fund Management LLC 7.38% No change 679,000 $76.4M
Nordea Investment Management AB 0.09% Add +2.0% 671,369 $75.9M
Rhumbline Advisers 0.07% Reduce -2.1% 674,840 $75.9M
Palestra Capital Management LLC 2.87% New 665,406 $74.8M
State of Michigan Retirement System 0.40% Reduce -43.0% 665,000 $74.8M
Heard Capital LLC 4.69% Reduce -3.8% 663,585 $74.6M
Senator Investment Group LP 3.33% Reduce -41.7% 650,000 $73.1M
California State Teachers Retirement System 0.09% Reduce -0.5% 637,646 $71.7M
Royal Bank of Canada 0.02% Add +3.1% 626,005 $70.4M
Amundi 0.03% Add +101.2% 633,922 $68.0M
Guardian Point Capital, LP 34.46% Reduce -14.3% 600,000 $67.5M
Citigroup Inc. 0.07% Add +11.0% 579,857 $65.2M
Zurich Insurance Group Ltd 0.59% Reduce -11.7% 576,598 $64.8M
Marshall Wace, LLP 0.10% Reduce -76.4% 547,568 $61.6M
Vaughan David Investments LLC 1.52% Reduce -1.3% 542,231 $61.0M
Keystone Investors Pte Ltd. 5.15% Add +82.8% 527,734 $59.3M
National Pension Service 0.07% Reduce -1.1% 510,004 $57.3M
Invesco Ltd. 0.01% Reduce -16.3% 505,618 $56.9M
Twin Tree Management, LP 1.24% Add +52.6% 487,813 $54.9M
TCW Group Inc. 0.53% Add +1.7% 463,534 $52.1M
AQR Capital Management 0.09% Add +9813.6% 461,777 $51.9M
Partners Group Holding AG 4.64% Add +6.4% 454,554 $51.1M
Goodnow Investment Group, LLC 6.12% Reduce -1.1% 453,320 $51.0M
Russell Investments Group, Ltd. 0.08% Reduce -8.1% 450,758 $50.7M
Onex Canada Asset Management Inc. 4.75% Reduce -2.2% 422,702 $47.5M
NFC Investments, LLC 13.46% Reduce -0.7% 416,261 $46.8M
HighTower Advisors, LLC 0.08% Reduce -37.4% 415,514 $46.7M
Envestnet Asset Management Inc. 0.02% Reduce -0.4% 409,901 $46.1M
Victory Capital Management Inc. 0.05% Add +14.6% 407,676 $45.8M
Kinetic Partners Management, LP 3.19% New 406,000 $45.7M
OCO Capital Partners, L.P. 42.06% Reduce -61.9% 400,000 $45.0M
Brown Advisory Inc. 0.06% Add +0.6% 392,327 $44.1M
Nippon Life Global Investors Americas, Inc. 2.01% Add +15.8% 383,760 $43.2M
Lakewood Capital Management, LP 3.72% Reduce -24.9% 377,197 $42.4M
Vaughan Nelson Investment Management, L.P. 0.37% Add +100.7% 371,619 $41.8M
Montanova Capital, LLC 1.76% Reduce -31.5% 370,636 $41.7M
Cookson Peirce & Co. Inc. 2.17% Reduce -0.3% 361,884 $40.7M
Walleye Trading LLC 0.65% Add +9.2% 350,384 $39.4M
Point72 Asset Management 0.11% Reduce -35.8% 345,865 $38.9M
New York State Common Retirement Fund 0.05% Reduce -11.5% 344,495 $38.7M
LGT Capital Partners LTD. 1.17% Reduce -2.2% 333,500 $37.5M
Acadian Asset Management LLC 0.13% Add +8942.1% 327,506 $36.8M
First Trust Advisors LP 0.04% Add +5.9% 322,620 $36.3M
Panagora Asset Management Inc. 0.19% Add +3.7% 318,913 $35.9M
Parallax Volatility Advisers, L.P. 1.18% Add +747.5% 316,318 $35.6M
Todd Asset Management LLC 0.71% Add +24.6% 308,777 $34.7M
RDST Capital LLC 8.59% Reduce -16.8% 307,135 $34.5M
Rockefeller Capital Management L.P. 0.10% Reduce -23.6% 306,565 $34.5M
Stifel Financial Corp. 0.04% Reduce -3.6% 302,440 $34.0M
Squarepoint Ops LLC 0.14% Add +50.9% 292,021 $32.8M
Royal London Asset Management Ltd. 0.08% Add +3.8% 290,985 $32.7M
Oribel Capital Management, LP 3.72% New 287,900 $32.4M
Principal Financial Group Inc. 0.02% Reduce -7.9% 283,604 $31.9M
Susquehanna International Group, LLP 0.04% Reduce -31.9% 263,299 $29.6M
State Board of Administration of Florida Retirement System 0.07% Reduce -6.5% 463,733 $29.3M
iA Global Asset Management Inc. 0.58% Add +63.9% 252,006 $28.3M
HSBC Holdings PLC 0.02% Add +22.0% 246,584 $27.7M
Janney Montgomery Scott LLC 0.08% Reduce -4.1% 243,223 $27.4M
FIL Ltd 0.03% Reduce -31.4% 235,007 $26.4M
Treasurer of the State of North Carolina 0.12% Add +1.2% 234,345 $26.4M
State of Wisconsin Investment Board 0.07% Add +2.4% 232,857 $26.2M
Canada Pension Plan Investment Board 0.03% Add +116.8% 229,359 $25.8M
State of New Jersey Common Pension Fund D 0.08% No change 226,577 $25.5M
Knott David M Jr 8.95% No change 225,000 $25.3M
Storebrand Asset Management As 0.09% Add +5.9% 223,883 $25.2M
Group One Trading LLC 0.89% Add +8510.9% 222,246 $25.0M
Aberdeen Group plc 0.05% Reduce -1.3% 222,120 $25.0M
Northern Right Capital Management, L.P. 8.92% Reduce -30.4% 219,670 $24.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +19.5% 215,100 $24.2M
Basswood Capital Management, L.L.C. 1.37% No change 208,253 $23.4M
Mudita Advisors LLP 13.86% Add +3.7% 207,070 $23.3M
Teachers Retirement System of the State of Kentucky 0.21% Add +21.6% 206,800 $23.3M
Sei Investments Co. 0.03% Add +46.9% 205,521 $23.1M
Aviva PLC 0.08% Reduce -3.9% 203,552 $22.9M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -3.8% 203,196 $22.8M
Public Employees Retirement System of Ohio 0.09% Reduce -8.6% 199,782 $22.5M
Corient Private Wealth LP 0.04% Add +0.4% 195,567 $22.0M
Truist Financial Corp. 0.03% Reduce -1.0% 187,646 $21.1M
LPL Financial LLC 0.01% Add +4.6% 184,459 $20.7M
HST Ventures, LLC 8.35% Add +49.1% 183,239 $20.6M
Skandinaviska Enskilda Banken AB (publ) 0.10% Add +0.3% 180,112 $20.3M
Korea Investment CORP 0.05% Add +2.3% 178,411 $20.1M
Cerity Partners LLC 0.05% Add +14.8% 177,841 $20.0M
Picton Mahoney Asset Management 0.83% Reduce -6.1% 176,465 $19.8M
DNB Asset Management AS 0.10% Reduce -2.9% 175,266 $19.7M
Scoggin Management LP 14.64% Add +250.4% 175,200 $19.7M
PB Investment Partners, L.P. 14.53% Reduce -10.4% 171,362 $19.3M
Mackenzie Financial Corp. 0.03% Reduce -4.9% 171,189 $19.3M
Walleye Capital LLC 0.23% Reduce -43.0% 167,650 $18.9M
Cna Financial Corp. 9.28% Reduce -17.5% 165,000 $18.6M
Loews Corp 0.16% Reduce -17.5% 165,000 $18.6M
Summit Trail Advisors, LLC 0.49% Add +0.0% 162,872 $18.3M
Mn Services Vermogensbeheer B.V. 0.13% New 160,600 $18.1M
Danske Bank A/S 0.06% — 155,719 $17.5M
Flputnam Investment Management Co. 0.37% Add +25.9% 154,170 $17.3M
Candriam S.C.A. 0.11% Reduce -14.1% 151,136 $17.0M
Forsta Ap-Fonden 0.14% Add +111.2% 150,800 $17.0M
HUB Investment Partners, LLC 0.93% Reduce -0.6% 150,031 $16.9M
Handelsbanken Fonder AB 0.07% Add +3.5% 148,669 $16.7M
Pictet Asset Management Holding SA 0.02% Reduce -1.9% 148,196 $16.7M
Asset Management One Co., Ltd. 0.06% Reduce -5.7% 147,665 $16.6M
Access Investment Management LLC 5.28% Add +0.0% 142,187 $16.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -18.0% 140,554 $15.8M
Hantz Financial Services, Inc. 0.30% Reduce -9.0% 137,756 $15.5M
Varma Mutual Pension Insurance Co 0.13% Add +475.7% 137,600 $15.5M
Incline Global Management LLC 4.74% Reduce -29.8% 132,849 $14.9M
Natixis Advisors, LLC 0.03% Add +55.8% 132,030 $14.8M
Tocqueville Asset Management L.P. 0.24% Add +35.2% 129,280 $14.5M
Engle Capital Management, L.P. 4.04% Add +88.3% 129,000 $14.5M
Resona Asset Management Co.,Ltd. 0.09% — 128,212 $14.4M
Fulton Breakefield Broenniman LLC 1.08% New 124,738 $14.0M
Stephens Inc. 0.21% Reduce -1.4% 123,054 $13.8M
Steamboat Capital Partners, LLC 4.77% Add +1.7% 123,000 $13.8M
Callodine Capital Management, LP 3.21% Reduce -2.1% 117,500 $13.2M
ArrowMark Colorado Holdings LLC 0.14% Reduce -0.3% 114,269 $12.8M
Arizona State Retirement System 0.09% Add +2.1% 114,009 $12.8M
Brevan Howard Capital Management LP 1.19% New 111,322 $12.5M
Philadelphia Financial Management of San Francisco, LLC 2.61% Reduce -14.2% 110,995 $12.5M
Allspring Global Investments Holdings, LLC 0.02% Reduce -4.7% 109,686 $12.3M
Motco 0.73% Reduce -5.9% 108,632 $12.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Add +5.4% 107,815 $12.1M
Beach Investment Counsel Inc. 1.49% No change 130,030 $12.1M
Nomura Asset Management Co. Ltd. 0.04% Add +1.9% 107,383 $12.1M
Coronation Fund Managers Ltd. 0.32% Add +3.8% 105,151 $11.8M
Commerce Bank 0.08% Reduce -10.3% 104,743 $11.8M
Weiss Asset Management LP 0.69% New 103,978 $11.7M
Osaic Holdings, Inc. 0.03% Reduce -0.9% 103,681 $11.7M
Baron Capital (BAMCO) 0.03% Add +348.3% 103,107 $11.6M
Gotham Asset Management 0.17% Reduce -0.3% 102,876 $11.6M
Silvant Capital Management LLC 0.54% No change 100,100 $11.3M
Lodge Hill Capital, LLC 4.31% Reduce -38.8% 99,768 $11.2M
Mediolanum International Funds Ltd 0.18% — 97,359 $11.1M
Cibc World Market Inc. 0.03% Reduce -2.1% 97,894 $11.0M
Andra AP-fonden 0.20% Add +17.8% 97,817 $11.0M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -0.0% 94,221 $10.6M
Kingfisher Capital LLC 2.57% Reduce -1.9% 94,175 $10.6M
Twinbeech Capital LP 0.22% Reduce -70.1% 93,873 $10.6M
Utah Retirement Systems 0.12% Reduce -0.1% 90,190 $10.1M
Kingdon Capital Management, L.L.C. 1.34% Reduce -28.0% 90,000 $10.1M
Parkwood LLC 1.05% Reduce -45.4% 89,665 $10.1M
Xponance LLC 0.10% Add +22.4% 88,627 $10.0M
Intech Investment Management LLC 0.14% Add +16.8% 87,994 $9.9M
DekaBank Deutsche Girozentrale 0.02% Add +21.6% 87,538 $9.8M
GTS Securities LLC 0.26% Add +2.5% 85,495 $9.6M
Assetmark, Inc. 0.03% Add +20.5% 85,400 $9.6M
Livforsakringsbolaget Skandia, Omsesidigt 0.78% No change 82,126 $9.2M
Factory Mutual Insurance Co. 0.11% No change 82,000 $9.2M
Pinnacle Financial Partners Inc 0.20% Add +3.7% 81,729 $9.2M
Man Group plc 0.03% Add +231.1% 81,714 $9.2M
IFM Investors Pty Ltd 0.10% Reduce -4.1% 81,391 $9.2M
Pinnbrook Capital Management LP 1.54% New 79,161 $8.9M
Allen Investment Management, LLC 0.11% No change 78,318 $8.8M
S&co Inc. 0.62% Reduce -3.0% 77,880 $8.8M
Smithbridge Asset Management Inc. 1.78% Add +59.2% 76,636 $8.6M
Joel Isaacson & Co., LLC 0.47% No change 76,151 $8.6M
Long Focus Capital Management, LLC 0.99% Reduce -47.6% 76,000 $8.5M
Lazard Asset Management LLC 0.01% Reduce -6.1% 74,105 $8.3M
SOL Capital Management CO 1.03% Add +0.8% 72,848 $8.2M
Macquarie Group Ltd. 0.01% Add +239.5% 72,466 $8.1M
Fred Alger Management, LLC 0.04% New 72,401 $8.1M
USS Investment Management Ltd 0.07% Reduce -5.5% 71,092 $8.0M
Capital International, Inc. 0.10% Add +22.9% 68,093 $7.7M
Troluce Capital Advisors LLC 1.69% New 67,500 $7.6M
Boothbay Fund Management, LLC 0.23% New 65,700 $7.4M
CastleKnight Management LP 1.11% Add +64.0% 65,100 $7.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +69.5% 65,103 $7.2M
Metavasi Capital LP 4.43% Reduce -58.4% 63,500 $7.1M
Commonwealth Equity Services, LLC 0.01% Add +4.8% 63,144 $7.1M
Jackson Hole Capital Partners, LLC 1.57% Add +1.5% 60,878 $6.8M
Schonfeld Strategic Advisors LLC 0.05% Reduce -80.0% 60,761 $6.8M
Prana Capital Management, LP 0.30% Reduce -88.7% 59,736 $6.7M
Aquatic Capital Management LLC 0.22% Reduce -53.4% 59,400 $6.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.6% 59,026 $6.6M
Public Employees Retirement Association of Colorado 0.03% Reduce -5.3% 58,223 $6.5M
Osborne Partners Capital Management, LLC 0.40% Add +0.2% 57,909 $6.5M
Segment Wealth Management, LLC 0.48% Reduce -2.2% 56,728 $6.4M
Bridgewater Associates 0.03% Reduce -70.2% 56,482 $6.4M
Ulysses Management LLC 1.34% No change 55,000 $6.2M
Am Investment Strategies LLC 1.53% Add +0.4% 53,786 $6.0M
Public Sector Pension Investment Board 0.04% Add +1.4% 53,707 $6.0M
KBC Group NV 0.02% Reduce -46.2% 52,425 $5.9M
Point72 Europe (London) LLP 0.55% New 52,106 $5.9M
Swiss Life Asset Management Ltd 0.08% Add +75.4% 51,975 $5.8M
Swedbank AB 0.01% Add +33.1% 51,578 $5.8M
Empowered Funds, LLC 0.10% Add +193.3% 51,181 $5.8M
Wellington Shields Capital Management, LLC 1.07% Add +7.4% 50,695 $5.7M
Nisa Investment Advisors, LLC 0.04% Reduce -11.1% 50,084 $5.6M
Wealth High Governance Capital Ltda 1.26% New 50,000 $5.6M
Cetera Investment Advisers 0.01% Add +404.4% 49,561 $5.6M
River Road Asset Management, LLC 0.07% Reduce -32.7% 48,972 $5.5M
NewEdge Wealth, LLC 0.12% Add +91.1% 48,854 $5.5M
Pathstone Holdings, LLC 0.03% Add +0.1% 48,314 $5.4M
Strategic Blueprint, LLC 0.38% Add +2.4% 47,719 $5.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +3.8% 47,433 $5.3M
Schroder Investment Management Group 0.01% Add +16.3% 47,397 $5.3M
BOCHK Asset Management Ltd 1.86% New 47,300 $5.3M
Moore Capital Management, LP 0.11% Reduce -10.9% 47,000 $5.3M
Procyon Advisors, LLC 0.41% Reduce -3.2% 46,878 $5.3M
Catalyst Capital Advisors LLC 0.13% Reduce -5.8% 46,745 $5.3M
Wealthcare Advisory Partners LLC 0.17% Add +0.5% 46,466 $5.2M
Robeco Institutional Asset Management B.V. 0.01% Reduce -79.0% 46,146 $5.2M
Nissay Asset Management Corp. /Japan 0.04% Add +2.0% 45,193 $5.1M
American Century Companies Inc. 0.00% Add +12.6% 42,969 $4.8M
MAI Capital Management 0.05% Add +1107.1% 42,706 $4.8M
Morton Community Bank 1.36% Add +0.1% 42,145 $4.7M
Guardian Wealth Management, Inc. 3.61% Add +3.0% 41,695 $4.7M
Benson Investment Management Company, Inc. 1.99% Reduce -14.2% 41,638 $4.7M
Toronto Dominion Bank 0.01% Reduce -23.9% 41,409 $4.7M
Northeast Financial Consultants Inc 0.23% Reduce -0.6% 41,352 $4.7M
Ethic Inc. 0.11% Add +52.6% 40,434 $4.5M
Comerica Bank 0.02% Reduce -7.0% 39,596 $4.5M
Samjo Management, LLC 1.55% No change 39,070 $4.4M
Credit Agricole S A 0.07% Add +73.6% 40,805 $4.4M
Crescent Park Management, L.P. 1.87% Reduce -79.0% 38,595 $4.3M
Oppenheimer & Co. Inc. 0.07% Reduce -15.8% 38,540 $4.3M
Maryland State Retirement & Pension System 0.09% No change 40,597 $4.3M
Coastal Bridge Advisors, LLC 0.99% Reduce -0.4% 38,109 $4.3M
NewEdge Advisors, LLC 0.04% Add +11.3% 37,845 $4.3M
Morse Asset Management, Inc 1.08% Add +1.3% 37,249 $4.2M
Advisory Services Network, LLC 0.09% Add +1.1% 36,348 $4.1M
Relative Value Partners Group, LLC 0.26% Add +0.1% 40,703 $4.1M
Elo Mutual Pension Insurance Co 0.10% Add +4.8% 36,301 $4.1M
Cannell & Spears LLC 0.08% New 35,588 $4.0M
Amalgamated Bank 0.03% Reduce -34.7% 35,435 $4.0M
Gabelli Funds LLC 0.03% Reduce -5.3% 35,400 $4.0M
Creative Planning 0.00% Add +42.3% 35,226 $4.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +38.8% 34,709 $3.9M
Vestor Capital, LLC 0.32% New 33,563 $3.8M
Accuvest Global Advisors 1.63% No change 33,237 $3.7M
Steward Partners Investment Advisory, LLC 0.04% Add +122.4% 33,181 $3.7M
Concentric Capital Strategies, LP 0.24% New 33,172 $3.7M
Schwartz Investment Counsel Inc. 0.13% Reduce -4.4% 32,628 $3.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Reduce -0.1% 32,214 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -39.1% 32,010 $3.6M
PNC Financial Services Group, Inc. 0.00% Add +14.8% 31,887 $3.6M
MetLife Investment Management, LLC 0.02% Add +0.3% 31,747 $3.6M
Glenmede Trust Co. NA 0.02% Add +10.8% 30,469 $3.4M
Allianz Asset Management GmbH 0.01% Reduce -7.2% 30,237 $3.4M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Reduce -72.1% 30,070 $3.4M
True North Advisors, LLC 0.93% Reduce -4.2% 29,821 $3.4M
Ieq Capital, LLC 0.05% Add +327.4% 29,719 $3.3M
Rational Advisors, Inc. 0.32% No change 29,700 $3.3M
Entropy Technologies, LP 0.35% Add +139.7% 29,184 $3.3M
Fortune Financial Advisors, LLC 2.06% Add +1.7% 28,731 $3.2M
First National Bank Sioux Falls 1.76% Add +1.4% 28,648 $3.2M
Richard Bernstein Advisors LLC 0.07% New 28,309 $3.2M
PCJ Investment Counsel Ltd. 1.02% New 27,500 $3.1M
Focus Partners Wealth 0.02% Add +9.5% 27,095 $3.0M
O'ROURKE & COMPANY, Inc 1.75% Add +2.8% 26,868 $3.0M
Daiwa Securities Group Inc. 0.02% Add +4.4% 26,195 $2.9M
Grandeur Peak Global Advisors, LLC 0.22% Add +38.6% 25,068 $2.8M
Karpas Strategies, LLC 0.87% No change 25,000 $2.8M
RBF Capital, LLC 0.16% No change 24,990 $2.8M
Renaissance Technologies 0.00% Reduce -95.3% 24,465 $2.8M
Federation des caisses Desjardins du Quebec 0.02% Add +1188.6% 24,432 $2.7M
Baader Bank Aktiengesellschaft 0.21% New 23,315 $2.6M
Cumberland Partners Ltd 0.19% Reduce -4.2% 23,000 $2.6M
Retireful, LLC 1.05% Reduce -1.3% 22,560 $2.5M
Purus Wealth Management, LLC 1.25% Add +7.5% 22,454 $2.5M
Wealthfront Advisers LLC 0.01% Reduce -0.1% 21,904 $2.5M
Founders Financial Securities LLC 0.26% Reduce -11.0% 21,860 $2.5M
QRG Capital Management, Inc. 0.03% Add +10.7% 21,663 $2.4M
Axxcess Wealth Management, LLC 0.07% Reduce -7.6% 21,570 $2.4M
Tealwood Asset Management Inc. 1.08% Reduce -23.6% 21,212 $2.4M
Avantax Advisory Services, Inc. 0.02% New 21,181 $2.4M
Wedbush Securities Inc. 0.09% Add +80.9% 21,058 $2.4M
Goelzer Investment Management, Inc. 0.13% New 21,050 $2.4M
First Manhattan Co. Llc. 0.01% Reduce -0.1% 20,869 $2.3M
Illinois Municipal Retirement Fund 0.04% Add +18.8% 20,807 $2.3M
Nomura Holdings Inc. 0.02% Reduce -90.9% 20,023 $2.3M
Vontobel Holding Ltd. 0.02% Add +5.5% 19,848 $2.2M
Alps Advisors Inc. 0.02% Add +18.1% 19,495 $2.2M
Linden Thomas Advisory Services, LLC 0.35% Add +3.6% 19,404 $2.2M
O'shaughnessy Asset Management, LLC 0.02% Add +27.0% 19,153 $2.2M
Bleakley Financial Group, LLC 0.06% Add +7.9% 18,565 $2.1M
Simplicity Wealth,LLC 0.05% New 18,559 $2.1M
Venator Management LLC 0.62% Reduce -2.4% 18,498 $2.1M
Capital Management Associates 2.44% Add +106.6% 18,224 $2.0M
Hunting Hill Global Capital, LLC 1.20% Add +53.4% 18,113 $2.0M
Carmel Capital Partners, LLC 0.84% Reduce -1.4% 18,078 $2.0M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -21.6% 17,860 $2.0M
Zhang Financial LLC 0.15% Add +0.6% 17,724 $2.0M
Maltese Capital Management LLC 0.38% New 17,500 $2.0M
Beirne Wealth Consulting Services, LLC 0.83% Reduce -2.7% 17,499 $2.0M
Pinebridge Investments, L.P. 0.02% New 17,277 $1.9M
Rothschild Investment LLC 0.14% Add +379.2% 17,252 $1.9M
Corsair Capital Management, L.P. 0.54% Reduce -1.3% 16,955 $1.9M
CIBC Asset Management Inc 0.01% Add +30.9% 16,858 $1.9M
Arden Trust Co 0.26% Reduce -3.9% 16,793 $1.9M
Genesee Capital Advisors, LLC 1.03% Reduce -1.3% 16,747 $1.9M
Apollon Wealth Management, LLC 0.06% Reduce -0.2% 16,679 $1.9M
Rehmann Capital Advisory Group 0.14% Reduce -8.7% 16,650 $1.9M
Doliver Advisors, LP 0.53% Add +2.2% 16,649 $1.9M
Engineers Gate Manager LP 0.05% Reduce -70.7% 16,472 $1.9M
Register Financial Advisors LLC 0.95% Reduce -0.9% 16,300 $1.8M
MMBG Investment Advisors Co. 0.19% No change 16,300 $1.8M
Bank of Nova Scotia 0.00% Add +9.9% 16,298 $1.8M
Cibc World Markets Corp. 0.01% Add +47.1% 16,266 $1.8M
Sierra Capital LLC 0.24% Reduce -63.5% 16,243 $1.8M
M&T Bank Corp 0.01% Reduce -13.0% 16,138 $1.8M
E. Ohman J:or Asset Management AB 0.05% Add +6.6% 16,100 $1.8M
Tidal Investments LLC 0.03% Add +9.2% 16,093 $1.8M
Edgewood Management LLC 0.00% New 16,000 $1.8M
Kestra Advisory Services, LLC 0.01% Add +19.6% 16,000 $1.8M
Mercer Global Advisors Inc. 0.01% Add +27.7% 15,749 $1.8M
TFB Advisors LLC 0.64% Add +9.5% 16,269 $1.8M
Harbor Investment Advisory, LLC 0.18% No change 15,567 $1.8M
Prospera Financial Services Inc 0.05% Reduce -7.5% 15,518 $1.7M
Vanguard Personalized Indexing Management, LLC 0.04% Add +7.7% 15,513 $1.7M
Diversified Trust Co. 0.05% New 15,390 $1.7M
Caption Management, LLC 0.19% Add +16.9% 15,200 $1.7M
Adage Capital Partners Gp, L.L.C. 0.00% New 15,000 $1.7M
Vinva Investment Management Ltd 0.09% Add +9.3% 14,978 $1.7M
Oppenheimer Asset Management Inc. 0.02% Reduce -29.1% 14,765 $1.7M
Dimension Capital Management LLC 0.33% Reduce -1.6% 14,754 $1.7M
Stablepoint Partners, LLC 0.33% Add +11.5% 14,516 $1.6M
Edmond DE Rothschild Holding S.A. 0.03% No change 14,225 $1.6M
Vestmark Advisory Solutions, Inc. 0.07% Add +3623.3% 14,223 $1.6M
Old Well Partners, LLC 1.38% No change 13,800 $1.6M
CIC Wealth, LLC 0.45% Add +16.5% 13,681 $1.5M
PFG Investments, LLC 0.09% Reduce -8.4% 13,674 $1.5M
Estate Counselors, LLC 0.18% Reduce -40.6% 13,598 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -10.1% 13,550 $1.5M
U S Global Investors Inc. 0.12% New 13,500 $1.5M
Arete Wealth Advisors, LLC 0.14% Add +6.8% 13,388 $1.5M
Moors & Cabot, Inc. 0.08% Add +2.6% 13,245 $1.5M
Baldwin Wealth Partners LLC 0.11% No change 13,146 $1.5M
Benjamin F. Edwards & Company, Inc. 0.03% Reduce -0.3% 12,855 $1.4M
Tower Research Capital LLC (TRC) 0.03% Add +176.3% 12,849 $1.4M
Banque Cantonale Vaudoise 0.06% Add +287.0% 12,650 $1.4M
IFP Advisors, Inc 0.06% Add +835.1% 12,624 $1.4M
Wealthspire Advisors, LLC 0.02% Reduce -0.6% 12,534 $1.4M
Harbour Capital Advisors, LLC 0.35% Reduce -2.2% 12,692 $1.4M
Prudential Financial Inc. 0.00% Reduce -10.9% 12,454 $1.4M
Hamilton Capital Partners Inc. 0.17% Reduce -19.4% 12,339 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +50.9% 12,186 $1.4M
Orion Portfolio Solutions, LLC 0.01% Add +50.9% 12,186 $1.4M
STRS Ohio 0.01% Reduce -7.7% 12,116 $1.4M
Van Eck Associates Corp. 0.00% Add +8.6% 11,950 $1.3M
Harbor Advisors LLC 0.25% No change 11,948 $1.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +20.7% 11,840 $1.3M
SMH Capital Advisors Inc. 8.57% Reduce -1.9% 11,837 $1.3M
Ossiam 0.02% Reduce -7.8% 11,832 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Add +29.9% 11,753 $1.3M
PEAK6 Investments LLC 0.06% Reduce -90.8% 11,667 $1.3M
Mitchell & Pahl Private Wealth, LLC 0.69% Reduce -7.9% 11,621 $1.3M
Valley National Advisers Inc. 0.20% Add +0.9% 11,519 $1.3M
Wright Investors Service Inc. 0.33% New 11,509 $1.3M
NWK Group, Inc. 0.61% Reduce -0.5% 11,508 $1.3M
Moody National Bank Trust Division 0.10% No change 11,400 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +7.8% 11,335 $1.3M
Wellington Shields & Co., LLC 0.42% Add +15.8% 11,071 $1.2M
Advisors Asset Management, Inc. 0.02% Add +60.7% 10,961 $1.2M
Lecap Asset Management Ltd. 0.25% Reduce -28.1% 10,848 $1.2M
Blair William & Co. 0.00% Reduce -8.3% 10,812 $1.2M
Kelleher Financial Advisors 0.50% Reduce -25.4% 10,748 $1.2M
Templeton & Phillips Capital Management, LLC 1.12% Add +4.1% 10,747 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Add +17.2% 10,585 $1.2M
Maven Securities LTD 0.07% Add +207.6% 10,290 $1.2M
Cobalt Capital Management, Inc. 0.36% No change 10,000 $1.1M
Secured Retirement Advisors, LLC 0.95% New 9,934 $1.1M
Townsquare Capital LLC 0.02% Reduce -10.1% 9,926 $1.1M
Quantinno Capital Management LP 0.02% Add +1.7% 9,842 $1.1M
Next Capital Management LLC 0.45% No change 9,824 $1.1M
Altus Wealth Group LLC 0.55% Add +72.1% 9,815 $1.1M
Harvest Fund Management Co., Ltd 0.10% Add +133.1% 9,763 $1.1M
Aigen Investment Management, LP 0.24% New 9,738 $1.1M
Raymond James Trust N.A. 0.03% Reduce -9.1% 9,668 $1.1M
Private Advisor Group, LLC 0.01% Add +18.9% 9,460 $1.1M
MML Investors Services, LLC 0.00% Reduce -7.6% 9,449 $1.1M
TD Waterhouse Canada Inc. 0.01% Add +41.3% 8,780 $1.0M
Beacon Investment Advisory Services, Inc. 0.05% No change 9,295 $1.0M
Cornercap Investment Counsel Inc. 0.16% New 9,279 $1.0M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -10.1% 11,579 $1.0M
Metis Global Partners, LLC 0.04% Reduce -0.9% 9,214 $1.0M
Point72 Hong Kong Ltd 0.05% New 9,150 $1.0M
Jefferies Financial Group Inc. 0.02% Reduce -82.5% 9,140 $1.0M
Park Place Capital Corp 0.37% Add +5.5% 9,080 $1.0M
Greenland Capital Management LP 0.17% New 9,000 $1.0M
Williamson Legacy Group, LLC 0.78% Add +5.6% 8,976 $1.0M
CIBC Private Wealth Group LLC 0.00% Add +229.2% 8,906 $1.0M
Natixis Investment Managers International 0.07% Add +83.5% 8,880 $999K
Edgestream Partners, L.P. 0.05% Add +82.5% 8,852 $995K
Wintrust Investments LLC 0.09% Reduce -0.8% 8,851 $995K
Dantai Capital Ltd 1.13% No change 8,720 $981K
American International Group, Inc. 0.00% Reduce -1.4% 8,706 $979K
Global Retirement Partners, LLC 0.04% Add +3.2% 8,648 $973K
Samalin Investment Counsel, LLC 0.46% Reduce -5.9% 8,646 $972K
Red Door Wealth Management, LLC 0.19% No change 8,617 $969K
US Bancorp \de 0.00% Add +3.5% 8,551 $962K
Signaturefd, LLC 0.02% Add +4.5% 8,546 $961K
Degroof Petercam Asset Management 0.01% No change 8,334 $937K
Atria Wealth Solutions, Inc. 0.01% Reduce -54.6% 8,305 $934K
Composition Wealth, LLC 0.02% Add +3.9% 8,290 $932K
Westover Capital Advisors, LLC 0.27% Add +16.9% 8,228 $925K
National Bank of Canada 0.00% Add +4.3% 8,253 $925K
Wealth Enhancement Advisory Services, LLC 0.00% Add +46.8% 8,220 $924K
Beacon Pointe Advisors, LLC 0.01% Add +3.4% 8,192 $921K
McDonald Partners LLC 0.25% Reduce -2.4% 8,145 $916K
Renasant Bank 0.65% Add +6.6% 8,093 $910K
Stonegate Investment Group, LLC 0.03% Reduce -17.9% 8,064 $907K
Virtus Advisers, LLC 0.48% Add +12.6% 7,947 $894K
Quent Capital, LLC 0.10% Add +2.9% 7,946 $894K
Levin Capital Strategies, L.P. 0.09% Add +34.4% 7,812 $878K
Tempus Wealth Planning, LLC 0.39% New 7,800 $877K
Mill Creek Capital Advisors, LLC 0.02% Add +1.2% 7,791 $876K
Yousif Capital Management, LLC 0.01% Add +3.8% 7,789 $876K
Brave Asset Management Inc. 0.23% No change 7,778 $875K
AXS Investments LLC 0.21% Reduce -23.0% 7,700 $866K
Islay Capital Management, LLC 0.65% No change 7,676 $863K
Baker Tilly Wealth Management, LLC 0.16% Reduce -15.7% 7,667 $862K
Sfmg, LLC 0.07% Add +0.6% 7,609 $856K
APG Asset Management N.V. 0.00% No change 8,211 $855K
Alberta Investment Management Corp 0.01% No change 7,600 $855K
Jaffetilchin Investment Partners, LLC 0.08% Reduce -14.9% 7,554 $850K
Avitas Wealth Management LLC 0.13% Reduce -1.0% 7,554 $849K
Western Financial Corp 0.52% New 7,512 $845K
SeaCrest Wealth Management, LLC 0.10% Reduce -11.2% 7,500 $843K
Point72 Asia (Singapore) Pte. Ltd. 0.22% New 7,489 $842K
Great Lakes Retirement, Inc. 0.12% Add +3.9% 7,473 $840K
PGGM Investments 0.01% New 7,469 $840K
Waterfront Wealth Inc. 0.23% Reduce -0.3% 7,428 $832K
BBR Partners, LLC 0.07% No change 7,326 $824K
Fiduciary Group, LLC 0.09% Reduce -0.3% 7,286 $819K
Vestcor Inc 0.03% Reduce -13.2% 7,233 $813K
Cwm, LLC 0.00% Add +25.9% 7,211 $811K
Calamos Advisors LLC 0.01% No change 7,200 $810K
First Hawaiian Bank 0.03% Add +22.5% 7,195 $809K
Chesley Taft & Associates LLC 0.04% Reduce -1.2% 7,178 $807K
Qsemble Capital Management, LP 0.18% New 7,163 $805K
Emerald Advisers, LLC 0.03% Add +151.5% 7,119 $801K
World Investment Advisors 0.11% New 7,099 $798K
New York Life Investment Management LLC 0.01% Reduce -0.3% 7,077 $796K
TBH Global Asset Management, LLC 0.16% No change 7,000 $787K
Whittier Trust Co. 0.01% No change 6,883 $774K
Headlands Technologies LLC 0.19% New 6,873 $773K
Wellington Management Group LLP 0.00% Reduce -98.3% 6,870 $773K
GYL Financial Synergies, LLC 0.06% Reduce -1.7% 6,810 $766K
Virtue Capital Management, LLC 0.14% New 6,874 $763K
Stratos Wealth Partners, LTD. 0.01% Reduce -1.4% 6,780 $762K
Kendall Capital Management 0.26% Add +8.5% 6,685 $752K
Merrion Investment Management Co, LLC 0.53% Reduce -3.6% 6,605 $743K
Naples Global Advisors, LLC 0.08% Reduce -1.5% 6,575 $739K
Mount Lucas Management LP 0.25% Reduce -7.9% 6,562 $738K
Investment Management Corp of Ontario 0.02% Reduce -30.4% 6,422 $722K
DSM Capital Partners LLC 0.01% Add +1784.4% 6,294 $708K
Meeder Advisory Services, Inc. 0.07% Add +5.0% 6,165 $693K
LSP Investment Advisors, LLC 0.36% No change 6,000 $675K
Bokf, NA 0.01% Add +60.0% 5,896 $663K
Navellier & Associates Inc. 0.08% Add +2.9% 5,880 $661K
YHB Investment Advisors, Inc. 0.06% Add +33.3% 5,823 $655K
Carson Advisory Inc. 0.46% Reduce -6.6% 5,822 $655K
GAMCO Investors 0.01% Reduce -11.8% 5,800 $652K
Hilltop Holdings Inc. 0.07% Reduce -72.5% 5,775 $649K
Cary Street Partners Investment Advisory LLC 0.03% Add +21.3% 5,752 $647K
Vident Advisory, LLC 0.01% Add +40.0% 5,747 $646K
UniSuper Management Pty Ltd 0.01% Add +103.6% 5,700 $641K
CoreCap Advisors, LLC 0.03% New 5,628 $633K
Chicago Capital, LLC 0.02% Add +4.3% 5,615 $631K
SVB Wealth LLC 0.01% New 5,588 $628K
Menard Financial Group LLC 0.53% New 5,577 $627K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +12.8% 5,559 $625K
Schwarz Dygos Wheeler Investment Advisors LLC 0.17% No change 5,452 $613K
First Trust Direct Indexing L.P. 0.05% Add +35.5% 5,398 $607K
Cigna Investments Inc. 0.11% Reduce -1.0% 5,364 $603K
Seelaus Asset Management LLC 0.62% Add +0.9% 5,360 $603K
Ellevest, Inc. 0.04% Add +0.8% 5,338 $600K
Financial Management Network Inc. 0.15% New 5,348 $594K
VAUGHAN & Co SECURITIES, INC. 0.37% Reduce -9.3% 5,165 $581K
Forum Financial Management, LP 0.01% No change 5,139 $578K
Proficio Capital Partners LLC 0.06% Add +1.6% 5,123 $576K
D.A. Davidson & Co. 0.01% Reduce -1.9% 5,104 $574K
Abbot Financial Management, Inc. 0.32% No change 5,100 $573K
Great Lakes Advisors, LLC 0.00% Reduce -0.9% 5,097 $573K
Lido Advisors, LLC 0.01% Reduce -65.2% 5,030 $566K
Equitable Holdings, Inc. 0.01% Add +13.5% 5,027 $565K
Baird Financial Group, Inc. 0.00% No change 5,014 $564K
Fort Point Capital Partners LLC 0.08% Reduce -50.0% 5,005 $563K
Westmount Partners, LLC 0.20% Reduce -7.3% 5,000 $562K
United Capital Financial Advisors, LLC 0.00% Reduce -13.4% 4,972 $559K
Leonteq Securities AG 0.08% Add +19.8% 4,957 $557K
Compass Ion Advisors, LLC 0.08% New 4,952 $557K
Davies Financial Advisors, Inc. 0.57% — 4,935 $555K
Element Pointe Advisors, LLC 0.14% No change 4,934 $555K
Sapient Capital LLC 0.01% No change 4,932 $555K
J.W. Cole Advisors, Inc. 0.03% Add +29.1% 4,874 $548K
Verdad Advisers, LP 0.60% New 4,869 $548K
Dividend Assets Capital, LLC 0.12% No change 4,865 $547K
Northwestern Mutual Wealth Management Co. 0.00% Add +117.8% 4,844 $545K
Crestone Asset Management LLC 0.11% No change 4,828 $543K
Obermeyer Wealth Partners 0.03% Add +0.6% 4,779 $537K
Snowden Capital Advisors LLC 0.02% New 4,757 $535K
Old National Bancorp 0.01% Add +71.2% 4,726 $531K
TrinityBridge Ltd 0.02% Add +6.8% 4,700 $528K
Larson Financial Group LLC 0.04% Reduce -7.0% 4,683 $527K
SpiderRock Advisors, LLC 0.02% — 4,758 $525K
Wedmont Private Capital 0.04% Add +11.4% 4,686 $524K
Kintegral Advisory, LLC 0.05% Reduce -0.3% 4,619 $519K
Lincoln National Corp. 0.01% Add +14.5% 4,536 $510K
Sherbrooke Park Advisers LLC 0.10% New 4,496 $506K
Quantbot Technologies LP 0.03% Reduce -46.6% 4,445 $500K
Evercore Wealth Management, LLC 0.01% Reduce -10.1% 4,440 $499K
SYSTM Wealth Solutions LLC 0.06% Reduce -12.1% 4,371 $492K
Crossmark Global Holdings, Inc. 0.01% Add +24.6% 4,366 $491K
Fort Sheridan Advisors LLC 0.09% Add +58.8% 4,359 $490K
Stamos Capital Partners, L.P. 0.11% Reduce -18.9% 4,320 $486K
Independent Financial Group, LLC 0.02% No change 4,304 $484K
Calydon Capital 0.09% No change 4,219 $473K
Leavell Investment Management, Inc. 0.03% Add +7.7% 4,200 $472K
Benjamin Edwards Inc. 0.09% Add +48.0% 4,181 $470K
Savant Capital, LLC 0.01% New 4,178 $470K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 4,170 $469K
Park Avenue Securities LLC 0.01% Reduce -0.5% 4,157 $467K
Central Bank & Trust Co. 0.07% New 4,144 $466K
ProVise Management Group, LLC 0.04% Reduce -6.8% 4,143 $466K
Dark Forest Capital Management LP 0.08% New 4,137 $465K
Northwest & Ethical Investments L.P. 0.01% New 4,131 $465K
Realta Investment Advisors 0.10% Add +14.5% 4,130 $464K
Guggenheim Capital LLC 0.00% Add +68.8% 4,091 $460K
Prudential PLC 0.00% Reduce -74.9% 4,059 $456K
Poplar Forest Capital LLC 0.06% Reduce -12.6% 4,030 $453K
Lanark Financial, Inc. 0.04% Reduce -1.1% 4,034 $453K
Ameliora Wealth Management Ltd. 0.21% No change 4,027 $453K
FineMark National Bank & Trust 0.02% No change 4,019 $452K
Achmea Investment Management B.V. 0.01% No change 4,016 $451K
Point72 (DIFC) Ltd 0.03% — 4,009 $451K
Fulton Bank, N.A. 0.02% Reduce -12.6% 4,008 $451K
Stonebridge Financial Planning Group, LLC 0.24% No change 4,000 $450K
Fielder Capital Group LLC 0.20% No change 4,000 $450K
Capital Advisors Inc. 0.01% Reduce -7.1% 4,000 $450K
Verition Fund Management LLC 0.00% New 3,982 $448K
Freedom Investment Management, Inc. 0.04% Add +6.7% 3,982 $448K
Integrated Advisors Network LLC 0.02% Add +1.7% 3,934 $442K
Angeles Wealth Management, LLC 0.04% Add +0.1% 3,932 $442K
Shepherd Financial Partners LLC 0.06% Add +0.2% 3,908 $439K
Alpha DNA Investment Management LLC 0.24% Add +8.8% 3,901 $439K
Stone Summit Wealth LLC 0.15% No change 3,900 $439K
HB Wealth Management, LLC 0.01% Add +3.2% 3,874 $436K
DAVENPORT & Co LLC 0.00% Reduce -42.0% 3,867 $435K
Gilbert & Cook, Inc. 0.06% Reduce -24.7% 3,814 $429K
Cary Street Partners Asset Management LLC 0.07% No change 3,764 $423K
Thoroughbred Financial Services, LLC 0.04% Add +0.4% 3,735 $420K
Quotient Wealth Partners, LLC 0.01% New 3,727 $419K
Evergreen Capital Management LLC 0.02% Reduce -10.5% 3,683 $414K
Belpointe Asset Management LLC 0.03% Reduce -61.0% 3,683 $414K
Regions Financial Corp. 0.00% New 3,649 $410K
Coordinated Financial Services, Inc. 0.36% — 3,625 $408K
Valued Retirements, Inc. 0.65% No change 3,597 $404K
CI Investments Inc. 0.00% Add +215.4% 3,561 $400K
Kingsview Wealth Management, LLC 0.01% Add +29.0% 3,537 $398K
Daiichi Life Insurance Co., Ltd. 0.01% No change 3,504 $394K
Aft, Forsyth & Company, Inc. 0.22% Add +16.7% 3,500 $394K
Sunflower Bank, N.A. 0.09% Add +1.3% 3,483 $392K
Captrust Financial Advisors 0.00% Reduce -61.3% 3,476 $391K
Rakuten Investment Management, Inc. 0.00% Add +1106.3% 3,438 $387K
Machina Capital S.A.S. 0.20% Add +16.0% 3,400 $382K
CWA Asset Management Group, LLC 0.02% No change 3,399 $382K
Main Street Group, LTD 0.19% Add +465.5% 3,393 $382K
Slow Capital, Inc. 0.06% Reduce -7.5% 3,390 $381K
Checchi Capital Advisers, LLC 0.03% Reduce -0.7% 3,387 $381K
Capstone Investment Advisors, LLC 0.01% New 3,356 $377K
Balentine LLC 0.01% Add +22.2% 3,329 $374K
Debussy Capital Management LP 0.11% Add +0.1% 3,304 $370K
Kingswood Wealth Advisors, LLC 0.04% Add +10.8% 3,255 $366K
Integrated Wealth Concepts LLC 0.01% Add +18.5% 3,241 $364K
Fort Washington Investment Advisors Inc. 0.00% Add +34.0% 3,233 $364K
Sequoia Financial Advisors, LLC 0.00% Add +21.9% 3,224 $363K
Vicus Capital 0.03% New 3,202 $360K
Knollwood Investment Advisory, LLC 0.07% No change 3,200 $360K
HighPoint Advisor Group LLC 0.03% Reduce -4.6% 3,273 $359K
EP Wealth Advisors, LLC 0.00% Add +12.4% 3,190 $359K
IHT Wealth Management, LLC 0.01% Add +42.3% 3,160 $355K
CFM Wealth Partners LLC 0.07% No change 3,146 $354K
Mirabella Financial Services LLP 0.03% New 3,111 $351K
FFT Wealth Management LLC 0.03% Add +13.7% 3,112 $350K
Paloma Partners Management Co 0.07% Add +15.6% 3,111 $350K
Rathbones Group PLC 0.00% Reduce -33.5% 3,100 $349K
Inscription Capital, LLC 0.06% New 3,084 $347K
Wambolt & Associates, LLC 0.10% Reduce -43.0% 3,025 $340K
Dynamic Technology Lab Private Ltd 0.04% New 3,028 $340K
International Assets Investment Management, LLC 0.04% Reduce -3.1% 3,016 $339K
Dudley Capital Management, LLC 0.20% No change 3,000 $337K
TrinityPoint Wealth, LLC 0.06% Reduce -6.4% 2,987 $336K
Atlas Capital Advisors Inc. 0.05% Add +43.3% 2,984 $336K
Bradley Foster & Sargent Inc. 0.01% No change 2,978 $335K
Impact Partnership Wealth, LLC 0.13% Add +2.4% 2,973 $334K
Integrated Investment Consultants, LLC 0.09% New 2,932 $330K
Kovack Advisors, Inc. 0.04% Add +6.3% 2,920 $328K
Perigon Wealth Management, LLC 0.01% Add +7.0% 2,917 $328K
CCG Wealth Management, LLC 0.20% New 2,904 $327K
Chicago Partners Investment Group LLC 0.01% Add +21.4% 2,843 $323K
MBB Public Markets I LLC 0.02% New 2,846 $320K
Cynosure Group, LLC 0.06% New 2,839 $319K
Abacus Planning Group, Inc. 0.06% No change 2,820 $317K
Caprock Group, LLC 0.02% New 2,803 $315K
Resonant Capital Advisors, LLC 0.03% Add +28.3% 2,796 $314K
Powell Investment Advisors, LLC 0.17% No change 2,791 $314K
Dynamic Advisor Solutions LLC 0.01% New 2,790 $314K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +1.1% 2,775 $312K
Groupama Asset Managment 0.01% Reduce -18.0% 2,742 $308K
Capital International Sarl 0.01% New 2,689 $302K
Private Trust Co. NA 0.03% Add +92.0% 2,673 $301K
Hancock Whitney Corp. 0.01% Add +1.3% 2,666 $300K
SageView Advisory Group, LLC 0.01% Reduce -4.9% 2,616 $294K
Argent Trust Co 0.01% Add +4.0% 2,600 $292K
Ballentine Partners, LLC 0.01% New 2,544 $286K
Sigma Planning Corp 0.01% Add +4.2% 2,513 $283K
Great Valley Advisor Group, Inc. 0.01% Add +11.4% 2,507 $282K
Helios Capital Management Pte. Ltd. 0.20% No change 2,500 $281K
Bank Pictet & Cie (Europe) AG 0.01% No change 2,500 $281K
Marcum Wealth, LLC 0.03% Reduce -19.2% 2,483 $279K
Touchstone Capital, Inc. 0.35% No change 2,478 $279K
Brown Brothers Harriman & Co. 0.00% No change 2,464 $277K
Merit Financial Group, LLC 0.01% New 2,515 $275K
Cutler Group LLC / CA 0.14% Add +1651.4% 2,452 $275K
Aviso Wealth Management 0.17% Add +9.1% 2,408 $271K
Hanseatic Management Services Inc. 0.41% Add +433.4% 2,379 $268K
Dorsey & Whitney Trust CO LLC 0.02% No change 2,377 $267K
OneDigital Investment Advisors LLC 0.00% Reduce -64.6% 2,361 $266K
Iron Horse Wealth Management, LLC 0.10% Add +40.5% 2,354 $265K
Visionary Wealth Advisors 0.02% No change 2,349 $264K
AXA S.A. 0.00% Reduce -0.2% 2,341 $263K
Chickasaw Capital Management LLC 0.01% Reduce -0.8% 2,328 $262K
Essex Financial Services, Inc. 0.02% Reduce -11.1% 2,321 $261K
Delta Asset Management LLC 0.02% No change 2,300 $259K
Fifth Lane Capital, LP 0.33% New 2,172 $244K
Veltria Advisors Corp. 0.06% New 2,172 $244K
EntryPoint Capital, LLC 0.22% Add +38.7% 2,164 $243K
Lifestyle Asset Management, Inc. 0.14% New 2,152 $242K
InTrack Investment Management Inc 0.18% Reduce -59.9% 2,144 $241K
Eisler Capital (UK) Ltd. 0.03% Reduce -89.5% 2,141 $241K
American Trust 0.02% Reduce -46.3% 2,135 $240K
Symmetry Partners, LLC 0.02% New 2,135 $240K
Seven Post Investment Office LP 0.06% New 2,120 $238K
Polymer Capital Management (HK) LTD 0.06% Reduce -86.0% 2,100 $236K
Northside Capital Management, LLC 0.04% New 2,072 $233K
Aaron Wealth Advisors LLC 0.03% New 2,066 $232K
Lake Street Advisors Group, LLC 0.01% New 2,054 $231K
Opal Wealth Advisors, LLC 0.08% New 2,035 $229K
CenterBook Partners LP 0.02% Reduce -90.3% 2,019 $227K
Faithward Advisors, LLC 0.04% New 2,015 $227K
Carl P. Sherr & Co., LLC 0.13% New 2,000 $225K
Wealth Alliance Advisory Group, LLC 0.05% New 2,000 $225K
SouthState Bank Corp 0.02% No change 2,000 $225K
North Star Investment Management Corp. 0.02% Reduce -84.3% 2,000 $225K
ZWJ Investment Counsel Inc. 0.01% Reduce -15.9% 2,000 $225K
Sand Hill Global Advisors, LLC 0.01% New 1,985 $223K
Hilltop National Bank 0.08% — 1,970 $222K
Gsa Capital Partners LLP 0.02% Reduce -47.8% 1,959 $220K
Farther Finance Advisors, LLC 0.01% Reduce -4.5% 1,952 $220K
Ontario Teachers Pension Plan Board 0.00% New 1,948 $219K
Smithfield Trust Co 0.01% No change 1,944 $219K
Reitz Capital Advisors LLC 0.39% No change 2,340 $218K
HCR Wealth Advisors 0.03% New 1,937 $218K
Five Oceans Advisors 0.11% New 1,933 $217K
Financial Advocates Investment Management 0.01% New 1,929 $217K
Arkadios Wealth Advisors 0.02% New 1,914 $215K
Carolinas Wealth Consulting LLC 0.04% Add +370.9% 1,907 $214K
Kapitalo Investimentos Ltda 0.05% Add +1589.3% 1,892 $213K
AlphaStar Capital Management, LLC 0.02% New 1,892 $213K
PFG Advisors 0.02% New 1,885 $212K
Principal Securities, Inc. 0.01% Add +17.7% 1,879 $211K
Knightsbridge Asset Management, LLC 0.06% No change 2,266 $211K
Arlington Trust Co LLC 0.05% No change 1,871 $210K
Claro Advisors Inc. 0.04% New 1,869 $210K
Engine Capital Management, LP 0.04% No change 1,867 $210K
Greenleaf Trust 0.00% New 1,840 $207K
Coldstream Capital Management Inc. 0.01% New 1,835 $206K
Portland Global Advisors LLC 0.03% New 1,800 $202K
Greenwood Gearhart LLC 0.02% No change 1,800 $202K
Quadrant Capital Group LLC 0.02% Add +0.3% 1,770 $199K
Hollencrest Capital Management 0.01% Add +0.1% 1,708 $192K
Ostrum Asset Management 0.01% No change 1,678 $189K
Centaurus Financial, Inc. 0.01% Reduce -48.2% 1,607 $181K
Alta Advisers Ltd 0.09% No change 1,600 $180K
Paradigm Asset Management Co. LLC 0.04% No change 1,456 $164K
TCTC Holdings, LLC 0.01% No change 1,362 $153K
Investors Research Corp 0.04% Reduce -91.0% 1,350 $152K
Parallel Advisors, LLC 0.00% Add +4.9% 1,330 $150K
Stelac Advisory Services LLC 0.07% New 1,311 $147K
Lindbrook Capital, LLC 0.01% Add +8.5% 1,308 $147K
Johnson Financial Group, Inc. 0.01% No change 1,300 $146K
Spire Wealth Management 0.00% Reduce -6.8% 1,238 $139K
Allianz SE 0.00% — 1,200 $135K
Jones Financial Companies LLLP 0.00% Add +9858.3% 1,195 $134K
Cape Investment Advisory, Inc. 0.06% No change 1,179 $133K
Armstrong Advisory Group, Inc. 0.01% No change 1,300 $121K
SOA Wealth Advisors, LLC. 0.03% No change 1,077 $121K
Capital Analysts, LLC 0.01% Add +33.5% 1,033 $116K
Future Financial Wealth Managment LLC 0.09% New 1,000 $112K
Heritage Wealth Advisors 0.01% No change 1,000 $112K
AlphaCentric Advisors LLC 0.07% Reduce -11.6% 975 $110K
Western Pacific Wealth Management, LP 0.08% Add +2.7% 974 $110K
Blue Chip Partners, LLC 0.01% New 962 $108K
Granite FO LLC 0.06% No change 950 $108K
Parkside Financial Bank & Trust 0.02% Reduce -28.3% 893 $100K
Chesapeake Asset Management LLC 0.09% No change 800 $90K
Montag A & Associates Inc. 0.00% No change 800 $90K
Bogart Wealth, LLC 0.00% No change 722 $81K
WASHINGTON TRUST Co 0.00% No change 700 $79K
Moser Wealth Advisors, LLC 0.04% No change 676 $76K
Westpac Banking Corp. 0.01% Add +30.8% 654 $74K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -3.4% 651 $73K
Truvestments Capital LLC 0.03% Add +0.5% 635 $71K
Concourse Financial Group Securities, Inc. 0.00% Add +1.1% 631 $71K
Cornerstone Planning Group LLC 0.02% Add +0.8% 642 $70K
Allworth Financial LP 0.00% Add +65.4% 602 $68K
Orion Capital Management LLC 0.04% Add +20.0% 600 $67K
Smartleaf Asset Management LLC 0.01% Add +3546.7% 547 $62K
GAMMA Investing LLC 0.01% Add +7.1% 529 $59K
Janiczek Wealth Management, LLC 0.01% No change 509 $57K
Sunbelt Securities, Inc. 0.01% No change 484 $54K
Huntington National Bank 0.00% Add +20.8% 476 $54K
Hexagon Capital Partners LLC 0.01% No change 476 $54K
Clearstead Advisors, LLC 0.00% No change 477 $52K
Avior Wealth Management, LLC 0.00% New 465 $52K
Cassady Schiller Wealth Management, LLC 0.02% No change 456 $51K
McIlrath & Eck, LLC 0.01% No change 454 $51K
Compass Wealth Management LLC 0.01% Add +48.7% 446 $50K
Blue Trust, Inc. 0.00% Add +21.0% 444 $50K
Hazlett, Burt & Watson, Inc. 0.03% No change 438 $49K
Washington Trust Advisors, Inc. 0.00% Reduce -8.2% 424 $48K
Riverview Trust Co 0.03% New 401 $45K
EverSource Wealth Advisors, LLC 0.00% Add +2.7% 414 $45K
Asset Dedication, LLC 0.00% Reduce -50.0% 384 $43K
FWL Investment Management, LLC 0.02% New 381 $43K
CVA Family Office, LLC 0.01% Add +1.4% 369 $41K
True Wealth Design, LLC 0.01% Add +2.8% 365 $41K
J.Safra Asset Management Corp 0.00% Add +709.3% 348 $39K
AlphaQuest LLC 0.01% Reduce -62.4% 335 $38K
Ancora Advisors LLC 0.00% No change 310 $35K
Silicon Valley Capital Partners 0.01% Add +0.3% 308 $35K
Monetary Management Group Inc. 0.01% No change 300 $34K
Concord Wealth Partners 0.01% No change 300 $34K
Jamison Private Wealth Management, Inc. 0.01% No change 298 $34K
Colonial Trust Co / SC 0.01% Add +28.8% 277 $31K
AdvisorNet Financial, Inc 0.00% Add +7.7% 280 $31K
Salomon & Ludwin, LLC 0.00% No change 263 $30K
Plato Investment Management Ltd 0.00% No change 248 $28K
Institutional & Family Asset Management, LLC 0.00% Reduce -14.6% 235 $26K
Bfsg, LLC 0.00% No change 230 $26K
Covestor Ltd 0.02% Reduce -1.3% 224 $25K
Harbour Investments, Inc. 0.00% Reduce -3.6% 217 $24K
Emfo, LLC 0.02% No change 205 $23K
Goodman Advisory Group, LLC 0.01% No change 184 $21K
JFS Wealth Advisors, LLC 0.00% Reduce -3.2% 184 $21K
First Horizon Advisors, Inc. 0.00% No change 178 $20K
Roble, Belko & Company, Inc 0.00% Reduce -30.2% 176 $20K
Carmichael Hill & Associates, Inc. 0.01% No change 165 $19K
Zions Bancorporation, N.A. 0.00% No change 161 $18K
TD Private Client Wealth LLC 0.00% Reduce -47.8% 157 $18K
Chilton Capital Management LLC 0.00% New 138 $16K
Towne Trust Company, N.A 0.01% No change 132 $15K
Meeder Asset Management Inc. 0.00% New 130 $15K
TFC Financial Management, Inc. 0.00% Add +2.4% 128 $14K
Annapolis Financial Services, LLC 0.00% No change 125 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Add +6.3% 118 $13K
Fortitude Family Office, LLC 0.01% Add +16.5% 113 $13K
Archer Investment Corp 0.00% No change 112 $13K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 110 $12K
TD Capital Management LLC 0.00% No change 104 $12K
Mb, Levis & Associates, LLC 0.01% No change 100 $11K
Balefire, LLC 0.00% No change 95 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 95 $11K
Grove Bank & Trust 0.00% No change 92 $10K
Bessemer Group Inc. 0.00% Add +718.2% 90 $10K
Pinnacle Bancorp, Inc. 0.00% New 87 $10K
Abich Financial Wealth Management LLC 0.01% Add +26.6% 81 $9K
Tucker Asset Management LLC 0.00% No change 72 $8K
WR Wealth Planners, LLC 0.00% New 71 $8K
Mather Group, Llc. 0.00% New 78 $7K
Bell Investment Advisors, Inc 0.00% No change 64 $7K
Plante Moran Financial Advisors, LLC 0.00% New 64 $7K
Bruce G. Allen Investments, LLC 0.01% Add +26.7% 57 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 57 $6K
Venturi Wealth Management, LLC 0.00% New 56 $6K
ClariVest Asset Management LLC 0.00% Add +100.0% 54 $6K
SJS Investment Consulting Inc. 0.00% Add +3.9% 53 $6K
NFSG Corp 0.00% No change 52 $6K
Raffa Wealth Management, LLC 0.00% No change 51 $6K
UMB Bank, n.a. 0.00% No change 51 $6K
Aspect Partners, LLC 0.00% No change 50 $6K
CENTRAL TRUST Co 0.00% No change 49 $6K
Avion Wealth 0.00% Add +53.6% 43 $5K
Capital Advisors, Ltd. LLC 0.00% Add +11.9% 47 $5K
Penserra Capital Management LLC 0.00% No change 45 $5K
Wetzel Investment Advisors, Inc. 0.00% No change 46 $5K
Voisard Asset Management Group, Inc. 0.00% No change 43 $5K
Red Tortoise LLC 0.00% No change 38 $4K
Beacon Capital Management, LLC 0.00% New 34 $4K
Retirement Group, LLC 0.00% No change 31 $3K
Clearstead Trust, LLC 0.00% No change 23 $3K
Glen Eagle Advisors, LLC 0.00% No change 23 $3K
Credential Qtrade Securities Inc. 0.00% New 22 $2K
Colonial Trust Advisors 0.00% No change 20 $2K
RFP Financial Group LLC 0.00% New 19 $2K
MV Capital Management, Inc. 0.00% Add +125.0% 18 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% New 18 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.3% 18 $2K
Sachetta, LLC 0.00% No change 19 $2K
Raleigh Capital Management Inc. 0.00% Add +50.0% 15 $2K
Financial Synergies Wealth Advisors, Inc. 0.00% New 12 $1K
Versant Capital Management, Inc 0.00% No change 12 $1K
ORG Partners LLC 0.00% Add +22.2% 11 $1K
Geneos Wealth Management Inc. 0.00% No change 11 $1K
Riggs Asset Managment Co. Inc. 0.00% New 10 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $900
Laurel Wealth Advisors LLC 0.00% No change 7 $788
Fifth Third Bancorp 0.00% Add +40.0% 7 $787
TFO Wealth Partners, LLC 0.00% No change 6 $675
Delos Wealth Advisors, LLC 0.00% New 5 $563
Abound Wealth Management 0.00% New 4 $437
Rosenberg Matthew Hamilton 0.00% No change 3 $337
FRG Family Wealth Advisors LLC 0.00% New 1 $108

"% of holder's portfolio" is APO's weight in each manager's 13F, not the share of Apollo Global Management Inc. the manager owns.