Apollo Diversif RL Est-IGRIFX
13F holders, Q3 2025 (September 30)3holders +2
2new positions
0sold out
$193.76avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Apollo Diversif RL Est-I (GRIFX) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were VSM Wealth Advisory, LLC ($2.9M), Financial Gravity Asset Management, Inc. ($58K) and Oakworth Capital, Inc. ($45K).
- Company
- Apollo Diversif RL Est-I
- CUSIP
- 39822J300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.0M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 13,269 shares bought, net +13,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| VSM Wealth Advisory, LLC | 0.91% | New | 11,460 | $2.9M |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 2,327 | $58K |
| Oakworth Capital, Inc. | 0.00% | New | 1,809 | $45K |
"% of holder's portfolio" is GRIFX's weight in each manager's 13F, not the share of Apollo Diversif RL Est-I the manager owns.