Public record / Tickers / APO

APO — Apollo Global Management, Inc.

Both disclosure regimes on one name: who in Congress filed about APO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
20
all PTR rows naming APO
Members · 12m
4
3 buys · 3 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Shri Thanedar · $100K–$250K

Sale · traded 2023-01-23 → filed 2023-02-09. Ranked over every APO row by the provable lower bound, never a point estimate.

4 members · 3 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

9 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING APO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning APO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 04-14 +24d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 03-13 +25d$1K–$15K
2025-12-19Dwight Evans D–PA-3SaleTraded 11-21 +28d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 20 ↗

Members active in APO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing APO in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Dwight Evans D–PA-31−$15.0K to −$1.0K1
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

4 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · APO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · APOLLO GLOBAL MGMT INC

Merged timeline of congressional filings and notable-manager moves on APO
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Moore Capital Management 13Fadd+480,000 sh
2026-05-15Soros Fund Management 13Fnew+131,351 sh
2026-05-15Bridgewater Associates 13Fnew+4,513 sh
2026-05-15Tiger Global Management 13Ftrim−2,916,162 sh
2026-05-15Gotham Asset Management 13Ftrim−1,548 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of APO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$3.1B1
3Capital Research Global Investors$2.9B1
4FMR LLC$2.4B1
5STATE STREET CORP$2.2B1
6Capital World Investors$2.1B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B1
8Capital International Investors$1.1B1
9FRANKLIN RESOURCES INC$1.1B1
10National Philanthropic Trust$1.0B1
11MORGAN STANLEY$984M1
12UBS Group AG$718M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$604M1
14Mariner, LLC$518M1
15NORTHERN TRUST CORP$471M1
16BANK OF AMERICA CORP /DE/$441M1
17Legal & General Group Plc$414M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$376M1
19TIGER GLOBAL MANAGEMENT LLC$367M1
20Focus Partners Wealth$363M1
21Boston Partners$352M1
22BECK MACK & OLIVER LLC$308M1
23Invesco Ltd.$300M1
24VANGUARD FIDUCIARY TRUST CO$290M1
25Temasek Holdings (Private) Ltd$264M1
26Curated Wealth Partners LLC$247M1
27VICTORY CAPITAL MANAGEMENT INC$236M1
28DIMENSIONAL FUND ADVISORS LP$220M1
29Heard Capital LLC$187M1
30Amundi$186M1
31BARCLAYS PLC$160M1
32DEUTSCHE BANK AG\$155M1
33WELLS FARGO & COMPANY/MN$154M1
34RAYMOND JAMES FINANCIAL INC$150M1
35Swiss National Bank$142M1
36Janus Henderson Group Ltd.$139M1
37WELLINGTON MANAGEMENT GROUP LLP$133M1
38D1 Capital Partners L.P.$129M1
39ALLIANCEBERNSTEIN L.P.$129M1
40Nuveen, LLC$127M1
41BANK OF MONTREAL /CAN/$125M1
42MENORA MIVTACHIM HOLDINGS LTD.$122M1
43ROYAL BANK OF CANADA$116M1
44Vanguard Global Advisers, LLC$115M1
45Mitsubishi UFJ Asset Management Co., Ltd.$114M1
46MARKEL GROUP INC.$113M1
47Select Equity Group, L.P.$102M1
48Ensign Peak Advisors, Inc$98.2M1
49MSA Advisors, LLC$96.2M1
50National Pension Service$94.3M1
51HSBC HOLDINGS PLC$92.8M1
52CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$89.4M1
53VANGUARD ASSET MANAGEMENT, Ltd$82.3M1
54Newbrook Capital Advisors LP$74.9M1
55FIL Ltd$71.2M1
56CITIGROUP INC$70.3M1
57ENVESTNET ASSET MANAGEMENT INC$64.6M1
58MOORE CAPITAL MANAGEMENT, LP$59.1M1
59OCO Capital Partners, L.P.$58.5M1
60PRINCIPAL FINANCIAL GROUP INC$58.5M1
61AMERICAN CENTURY COMPANIES INC$56.9M1
62GUARDIAN POINT CAPITAL, LP$55.7M1
63Long Focus Capital Management, LLC$53.9M1
64Marex Group Ltd$53.4M1
65Rockefeller Capital Management L.P.$51.3M1
66Callodine Capital Management, LP$48.9M1
67JOHNSON INVESTMENT COUNSEL INC$46.9M1
68Cerity Partners LLC$46.6M1
69NOMURA ASSET MANAGEMENT CO LTD$44.9M1
70AVIVA PLC$44.5M1
71MHR FUND MANAGEMENT LLC$44.5M1
72SUVRETTA CAPITAL MANAGEMENT, LLC$43.2M1
73BROWN ADVISORY INC$42.8M1
74LPL Financial LLC$42.2M1
75ADAGE CAPITAL PARTNERS GP, L.L.C.$41.2M1
76PFA Pension, Forsikringsaktieselskab$40.7M1
77STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$40.7M1
78Aberdeen Group plc$40.4M1
79Senator Investment Group LP$37.9M1
80CITADEL ADVISORS LLC$37.8M1
81D. E. Shaw & Co., Inc.$37.3M1
82Empyrean Capital Partners, LP$36.6M1
83Spinecap SAS$36.2M1
84Onex Canada Asset Management Inc.$33.3M1
85ROYAL LONDON ASSET MANAGEMENT LTD$32.3M1
86Corient Private Wealth LLC$31.5M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$30.9M1
88SUSQUEHANNA INTERNATIONAL GROUP, LLP$30.8M1
89Gotham Asset Management, LLC$30.4M1
90Saba Capital Management, L.P.$29.8M1
91L1 Capital International Pty Ltd$29.4M1
92TOCQUEVILLE ASSET MANAGEMENT L.P.$29.2M1
93ASR Vermogensbeheer N.V.$29.2M1
94GOODNOW INVESTMENT GROUP, LLC$28.7M1
95Lodge Hill Capital, LLC$27.6M1
96STIFEL FINANCIAL CORP$27.0M1
97STATE OF WISCONSIN INVESTMENT BOARD$26.6M1
98JANE STREET GROUP, LLC$26.0M1
99Zurich Insurance Group Ltd/FI$25.7M1
100Maestria Partners LLC$25.5M1
101Chevy Chase Trust Holdings, LLC$25.5M1
102Swedbank AB$25.3M1
103LAKEWOOD CAPITAL MANAGEMENT, LP$25.0M1
104NATIONAL BANK OF CANADA /FI/$24.4M1
105PRUDENTIAL FINANCIAL INC$24.4M1
106Vanguard Investments Australia, Ltd.$24.2M1
107Zurcher Kantonalbank (Zurich Cantonalbank)$24.0M1
108RDST Capital LLC$23.4M1
109APG Asset Management N.V.$23.4M1
110Universal- Beteiligungs- und Servicegesellschaft mbH$22.6M1
111STOREBRAND ASSET MANAGEMENT AS$22.5M1
112RENAISSANCE GROUP LLC$22.4M1
113Capital International, Inc./CA/$22.3M1
114STEPHENS INC /AR/$22.0M1
115TORONTO DOMINION BANK$21.8M1
116FLPUTNAM INVESTMENT MANAGEMENT CO$21.2M1
117PB INVESTMENT PARTNERS, L.P.$21.1M1
118Pictet Asset Management Holding SA$20.9M1
119Asset Management One Co., Ltd.$20.7M1
120CANADA PENSION PLAN INVESTMENT BOARD$20.4M1
121TD ASSET MANAGEMENT INC$20.3M1
122Walleye Capital LLC$20.2M1
123TODD ASSET MANAGEMENT LLC$19.7M1
124Quantinno Capital Management LP$19.7M1
125Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$19.4M1
126FACTORY MUTUAL INSURANCE CO$19.4M1
127PICTON MAHONEY ASSET MANAGEMENT$19.2M1
128Summit Trail Advisors, LLC$19.1M1
129Enstar Group LTD$18.7M1
130CREDIT AGRICOLE S A$18.5M1
131GATEWAY INVESTMENT ADVISERS LLC$18.4M1
132Mizuho Markets Cayman LP$17.5M1
133OSAIC HOLDINGS, INC.$17.5M1
134TRUIST FINANCIAL CORP$17.4M1
135FEDERATED HERMES, INC.$17.3M1
136State of New Jersey Common Pension Fund D$16.6M1
137Cercano Management LLC$16.4M1
138AQR CAPITAL MANAGEMENT LLC$16.0M1
139Lansforsakringar Fondforvaltning AB (publ)$16.0M1
140FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$15.8M1
141Access Investment Management LLC$15.8M1
142NOMURA HOLDINGS INC$15.5M1
143Resona Asset Management Co.,Ltd.$14.8M1
144PUBLIC SECTOR PENSION INVESTMENT BOARD$14.7M1
145Alpine Global Management, LLC$14.7M1
146SOROS FUND MANAGEMENT LLC$14.6M1
147BNP Paribas Asset Management Holding S.A.$14.5M1
148CIBC WORLD MARKET INC.$14.4M1
149CastleKnight Management LP$14.4M1
150Tredje AP-fonden$14.3M1
151Czech National Bank$14.1M1
152MAI Capital Management$14.0M1
153SCOGGIN MANAGEMENT LP$13.9M1
154FULTON BREAKEFIELD BROENNIMAN LLC$13.6M1
155STATE OF MICHIGAN RETIREMENT SYSTEM$13.5M1
156Arizona State Retirement System$13.3M1
157HighTower Advisors, LLC$13.2M1
158TB Capital Gestao de Recursos Ltda.$13.1M1
159Cetera Investment Advisers$12.9M1
160Rafferty Asset Management, LLC$12.9M1
161UMB Bank, n.a.$12.7M1
162CIBC Asset Management Inc$12.7M1
163ProShare Advisors LLC$12.3M1
164BAMCO INC /NY/$12.3M1
165Mirae Asset Global Investments Co., Ltd.$12.2M1
166COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$12.1M1
167XPONANCE LLC$11.8M1
168Varma Mutual Pension Insurance Co$11.4M1
169IFM Investors Pty Ltd$11.3M1
170Retirement Systems of Alabama$11.0M1
171Pinnacle Financial Partners, Inc.$10.9M1
172PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$10.9M1
173HUB Investment Partners, LLC$10.8M1
174RENAISSANCE TECHNOLOGIES LLC$10.6M1
175FIRST TRUST ADVISORS LP$10.5M1
176BANK OF NOVA SCOTIA$10.5M1
177FIFTH THIRD BANCORP$10.4M1
178CAPSTONE INVESTMENT ADVISORS, LLC$10.3M1
179CIBC Bancorp USA Inc.$10.2M1
180Sanctuary Advisors, LLC$10.1M1
181SEI INVESTMENTS CO$10.1M1
182Woodline Partners LP$10.0M1
183O'SHAUGHNESSY ASSET MANAGEMENT, LLC$10.0M1
184GROUP ONE TRADING LLC$9.8M1
185SEB Asset Management AB$9.6M1
186VOYA INVESTMENT MANAGEMENT LLC$9.5M1
187Joel Isaacson & Co., LLC$8.8M1
188NewEdge Wealth, LLC$8.7M1
189Daiwa Securities Group Inc.$8.6M1
190Great Lakes Retirement, Inc.$8.4M1
191Lalia Capital, LLC$8.4M1
192Allianz Asset Management GmbH$8.3M1
193Sequoia Financial Advisors, LLC$8.2M1
194Jackson Hole Capital Partners, LLC$7.8M1
195Creative Planning$7.8M1
196USS Investment Management Ltd$7.7M1
197NEW YORK LIFE INVESTMENT MANAGEMENT LLC$7.6M1
198Korea Investment CORP$7.6M1
199Utah Retirement Systems$7.6M1
200Assenagon Asset Management S.A.$7.5M1
201NEOS Investment Management LLC$7.4M1
202GUGGENHEIM CAPITAL LLC$7.4M1
203Rakuten Investment Management, Inc.$7.4M1
204Kingsview Wealth Management, LLC$7.2M1
205SMITHBRIDGE ASSET MANAGEMENT INC/DE$7.2M1
206Platform Technology Partners$7.2M1
207Eurizon Capital SGR S.p.A.$7.2M1
208SIH Partners, LLLP$6.9M1
209Northside Capital Management, LLC$6.9M1
210Northern Right Capital Management, L.P.$6.8M1
211Swiss Life Asset Management Ltd$6.8M1
212ArrowMark Colorado Holdings LLC$6.8M1
213Alberta Investment Management Corp$6.7M1
214FIRST MANHATTAN CO. LLC.$6.7M1
215BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.7M1
216Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$6.6M1
217IEQ CAPITAL, LLC$6.6M1
218Sumitomo Mitsui DS Asset Management Company, Ltd$6.5M1
219Segment Wealth Management, LLC$6.5M1
220Atom Investors LP$6.4M1
221Wealthfront Advisers LLC$6.3M1
222NISSAY ASSET MANAGEMENT CORP /JAPAN$6.2M1
223Chicago Partners Investment Group LLC$6.2M1
224Diversified Trust Co$6.1M1
225Holocene Advisors, LP$6.1M1
226BW Gestao de Investimentos Ltda.$6.0M1
227OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.9M1
228Third View Private Wealth, LLC$5.9M1
229Verdence Capital Advisors LLC$5.8M1
230OPPENHEIMER & CO INC$5.8M1
231MACKENZIE FINANCIAL CORP$5.7M1
232Clark Capital Management Group, Inc.$5.6M1
233Fortis Capital Management LLC$5.5M1
234MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.5M1
235US BANCORP \DE\$5.4M1
236YOUSIF CAPITAL MANAGEMENT, LLC$5.3M1
237EAGLE ROCK INVESTMENT COMPANY, LLC$5.2M1
238MERCER GLOBAL ADVISORS INC /ADV$5.1M1
239Pathstone Holdings, LLC$5.1M1
240MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.0M1
241OP Asset Management Ltd$5.0M1
242NORDEA INVESTMENT MANAGEMENT AB$4.9M1
243Ethic Inc.$4.8M1
244Groupe la Francaise$4.7M1
245Elo Mutual Pension Insurance Co$4.7M1
246UniSuper Management Pty Ltd$4.7M1
247M&G Plc$4.6M1
248Bulltick Wealth Management, LLC$4.6M1
249Candriam S.C.A.$4.6M1
250NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.6M1
251Empowered Funds, LLC$4.5M1
252Steward Partners Investment Advisory, LLC$4.5M1
253MACQUARIE GROUP LTD$4.5M1
254Stelac Advisory Services LLC$4.5M1
255Bayview Asset Management, LLC$4.5M1
256Interval Partners, LP$4.4M1
257Knollwood Investment Advisory, LLC$4.4M1
258Vanguard Personalized Indexing Management, LLC$4.2M1
259OMERS ADMINISTRATION Corp$4.2M1
260OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$4.2M1
261&PARTNERS$4.1M1
262Jefferies Financial Group Inc.$4.1M1
263PEAK6 LLC$4.0M1
264Composition Wealth, LLC$3.9M1
265WINTON GROUP Ltd$3.9M1
266COMMONWEALTH EQUITY SERVICES, LLC$3.9M1
267Cannell & Spears LLC$3.9M1
268Coastal Bridge Advisors, LLC$3.8M1
269Samjo Management, LLC$3.8M1
270Wealthcare Advisory Partners LLC$3.8M1
271QRG CAPITAL MANAGEMENT, INC.$3.8M1
272Advisors Asset Management, Inc.$3.7M1
273IMC-Chicago, LLC$3.7M1
274Tidal Investments LLC$3.7M1
275SCHWARTZ INVESTMENT COUNSEL INC$3.6M1
276WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.6M1
277LEVIN CAPITAL STRATEGIES, L.P.$3.6M1
278Avanza Fonder AB$3.6M1
279Osmosis Investment Management UK Ltd$3.6M1
280SCHRODER INVESTMENT MANAGEMENT GROUP$3.6M1
281Capital International Sarl$3.5M1
282Bleakley Financial Group, LLC$3.5M1
283Federation des caisses Desjardins du Quebec$3.5M1
284Baird Financial Group, Inc.$3.5M1
285Investment Management Corp of Ontario$3.5M1
286ExodusPoint Capital Management, LP$3.4M1
287Concurrent Investment Advisors, LLC$3.4M1
288Collar Capital Management, LLC$3.4M1
289INFRASTRUCTURE CAPITAL ADVISORS, LLC$3.3M1
290MEITAV INVESTMENT HOUSE LTD$3.3M1
291Norinchukin Bank, The$3.3M1
292EP Wealth Advisors, LLC$3.2M1
293LAZARD ASSET MANAGEMENT LLC$3.2M1
294Kestra Advisory Services, LLC$3.2M1
295MIZUHO SECURITIES USA LLC$3.1M1
296Checchi Capital Advisers, LLC$3.1M1
297Illinois Municipal Retirement Fund$3.1M1
298Brevan Howard Capital Management LP$3.1M1
299FIRST NATIONAL TRUST CO$3.0M1
300Turn8 Private Wealth Inc.$2.9M1
301Carmel Capital Partners, LLC$2.9M1
302MMBG INVESTMENT ADVISORS CO.$2.9M1
303Nippon Life Global Investors Americas, Inc.$2.9M1
304BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.8M1
305GLENMEDE TRUST CO NA$2.8M1
306TD Waterhouse Canada Inc.$2.8M1
307RBF Capital, LLC$2.8M1
308UDINE WEALTH MANAGEMENT, INC.$2.8M1
309Meiji Yasuda Asset Management Co Ltd.$2.7M1
310Accuvest Global Advisors$2.7M1
311Atria Investments, Inc$2.6M1
312D.A. DAVIDSON & CO.$2.6M1
313FOUNDERS FINANCIAL SECURITIES LLC$2.6M1
314BBR PARTNERS, LLC$2.6M1
315SIGMA INVESTMENT COUNSELORS INC$2.6M1
316SANDERS MORRIS HARRIS LLC$2.4M1
317Forum Financial Management, LP$2.4M1
318J. Goldman & Co LP$2.4M1
319Wealthspire Advisors, LLC$2.4M1
320Maryland State Retirement & Pension System$2.4M1
321Generali Asset Management SPA SGR$2.4M1
322Purus Wealth Management, LLC$2.4M1
323Obermeyer Wealth Partners$2.4M1
324OPPENHEIMER ASSET MANAGEMENT INC.$2.3M1
325ABN AMRO INVESTMENT SOLUTIONS$2.3M1
326CHOREO, LLC$2.3M1
327Vontobel Holding Ltd.$2.3M1
328CI INVESTMENTS INC.$2.2M1
329Financiere des Professionnels - Fonds d'investissement inc.$2.2M1
330BOCHK Asset Management Ltd$2.2M1
331MML INVESTORS SERVICES, LLC$2.2M1
332Allspring Global Investments Holdings, LLC$2.2M1
333SCOTIA CAPITAL INC.$2.2M1
334TOKIO MARINE ASSET MANAGEMENT CO LTD$2.2M1
335DIMENSION CAPITAL MANAGEMENT LLC$2.2M1
336GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$2.2M1
337ALPS ADVISORS INC$2.2M1
338MUFG Securities EMEA plc$2.1M1
339DOLIVER ADVISORS, LP$2.1M1
340Prospera Financial Services Inc$2.1M1
341Beirne Wealth Consulting Services, LLC$2.1M1
342Metis Global Partners, LLC$2.0M1
343Leonteq Securities AG$2.0M1
344NewEdge Advisors, LLC$2.0M1
345Waverly Advisors, LLC$2.0M1
346Rehmann Capital Advisory Group$1.9M1
347Biltmore Family Office, LLC$1.9M1
348BENJAMIN EDWARDS INC$1.9M1
349Siemens Fonds Invest GmbH$1.8M1
350Farringdon Capital, Ltd.$1.8M1
351Hennion & Walsh Asset Management, Inc.$1.8M1
352Apollon Wealth Management, LLC$1.8M1
353Harbor Advisors LLC$1.8M1
354Crossmark Global Holdings, Inc.$1.8M1
355BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.8M1
356Equitable Holdings, Inc.$1.8M1
357PINNACLE ASSOCIATES LTD$1.7M1
358Register Financial Advisors LLC$1.7M1
359Vident Advisory, LLC$1.7M1
360Cresset Asset Management, LLC$1.7M1
361Beacon Pointe Advisors, LLC$1.7M1
362COMMERCE BANK$1.7M1
363NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.7M1
364MidFirst Bank$1.7M1
365InTrack Investment Management Inc$1.6M1
366M&T BANK CORP$1.6M1
367Marble Wealth, LLC$1.6M1
368CWM, LLC$1.5M1
369Vestmark Advisory Solutions, Inc.$1.5M1
370Stablepoint Partners, LLC$1.5M1
371Clear Trail Advisors, LLC$1.5M1
372TWO SIGMA INVESTMENTS, LP$1.5M1
3731832 Asset Management L.P.$1.5M1
374INTECH INVESTMENT MANAGEMENT LLC$1.5M1
375U.S. Capital Wealth Advisors, LLC$1.4M1
376CORSAIR CAPITAL MANAGEMENT, L.P.$1.4M1
377Brooklyn Investment Group$1.4M1
378WESTWOOD HOLDINGS GROUP INC$1.4M1
379ANCHOR CAPITAL ADVISORS LLC$1.4M1
380SECURIAN ASSET MANAGEMENT, INC$1.4M1
381Lombard Odier Asset Management (Switzerland) SA$1.4M1
382Dai-ichi Life Insurance Company, Ltd$1.4M1
383YHB Investment Advisors, Inc.$1.4M1
384Squarepoint Ops LLC$1.4M1
385HB Wealth Management, LLC$1.3M1
386North Dakota State Investment Board$1.3M1
387PRUDENTIAL PLC$1.3M1
388EDMOND DE ROTHSCHILD HOLDING S.A.$1.3M1
389Private Advisor Group, LLC$1.3M1
390Lido Advisors, LLC$1.3M1
391Samalin Investment Counsel, LLC$1.3M1
392BALDWIN WEALTH PARTNERS LLC/MA$1.3M1
393Moors & Cabot, Inc.$1.3M1
394WCG Wealth Advisors LLC$1.2M1
395Robeco Institutional Asset Management B.V.$1.2M1
396SFMG, LLC$1.2M1
397Shulman DeMeo Asset Management LLC$1.2M1
398FIRST BUSINESS FINANCIAL SERVICES, INC.$1.2M1
399BAKER TILLY WEALTH MANAGEMENT, LLC$1.2M1
400CAISSE DES DEPOTS ET CONSIGNATIONS$1.2M1
401Y-Intercept (Hong Kong) Ltd$1.1M1
402Caprock Group, LLC$1.1M1
403Fort Sheridan Advisors LLC$1.1M1
404Graham Capital Management, L.P.$1.1M1
405EVERGREEN CAPITAL MANAGEMENT LLC$1.1M1
406Aquatic Capital Management LLC$1.1M1
407DAVENPORT & Co LLC$1.1M1
408MITCHELL & PAHL PRIVATE WEALTH, LLC$1.0M1
409OFI INVEST ASSET MANAGEMENT$1.0M1
410TEMA ETFS LLC$1.0M1
411Genesee Capital Advisors, LLC$1.0M1
412Snowden Capital Advisors LLC$1.0M1
413Orion Porfolio Solutions, LLC$997K1
414SIGNATUREFD, LLC$997K1
415Banque Cantonale Vaudoise$995K1
416Meeder Advisory Services, Inc.$979K1
417Vise Technologies, Inc.$976K1
418Laird Norton Wetherby Trust Company, LLC$952K1
419FORMULA GROWTH LTD$947K1
420World Investment Advisors$947K1
421Numerai GP LLC$945K1
422BEACON INVESTMENT ADVISORY SERVICES, INC.$933K1
423INDEPENDENT FINANCIAL GROUP, LLC$928K1
424Waterfront Wealth Inc.$898K1
425Richard W. Paul & Associates, LLC$897K1
426Stratos Wealth Partners, LTD.$896K1
427Clear Harbor Asset Management, LLC$890K1
428J.W. COLE ADVISORS, INC.$883K1
429BECK CAPITAL MANAGEMENT, LLC$883K1
430Winthrop Partners - WNY, LLC$882K1
431ATX Financial Planning, LLC$880K1
432BRAVE ASSET MANAGEMENT INC$867K1
433Polymer Capital Management (US) LLC$856K1
434Blackhawk Capital Partners, LLC$852K1
435BLAIR WILLIAM & CO/IL$847K1
436Performance Wealth Partners, LLC$845K1
437Red Door Wealth Management, LLC$843K1
438MGO ONE SEVEN LLC$828K1
439Odyssey Capital Advisors, Inc.$827K1
440ISLAY CAPITAL MANAGEMENT, LLC$822K1
441Caption Management, LLC$808K1
442EFG International AG$806K1
443J. Safra Sarasin Holding AG$780K1
444Longaeva Partners L.P.$780K1
445ELEVATION POINT WEALTH PARTNERS, LLC$773K1
446Visionary Wealth Advisors$773K1
447MCDONALD PARTNERS LLC$766K1
448INTACT INVESTMENT MANAGEMENT INC.$758K1
449LEVEL FOUR ADVISORY SERVICES, LLC$757K1
450GC Wealth Management RIA, LLC$756K1
451Chicago Capital, LLC$753K1
452OSSIAM$752K1
453Fideuram Asset Management (Ireland) dac$752K1
454MILLENNIUM MANAGEMENT LLC$750K1
455Pure Financial Advisors, LLC$748K1
456TBH Global Asset Management, LLC$747K1
457HOHIMER WEALTH MANAGEMENT, LLC$741K1
458FULTON BANK, N.A.$736K1
459Northwest & Ethical Investments L.P.$735K1
460GRANITE ISLANDS PRIVATE WEALTH, LLC$727K1
461New England Research & Management, Inc.$724K1
462Westover Capital Advisors, LLC$720K1
463GUYASUTA INVESTMENT ADVISORS INC$718K1
464OLD NATIONAL BANCORP /IN/$717K1
465PRINCIPAL SECURITIES, INC.$711K1
466Titan Investment Management LLC$704K1
467UNITED CAPITAL FINANCIAL ADVISORS, LLC$701K1
468WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$699K1
469Linden Thomas Advisory Services, LLC$679K1
470LVW Advisors, LLC$676K1
471Mutual Advisors, LLC$673K1
472B. Riley Wealth Advisors, Inc.$672K1
473Athena Wealth Management, LLC$669K1
474Ponta Wealth Partners, LLC$663K1
475Texas Yale Capital Corp.$656K1
476Merrion Investment Management Co, LLC$652K1
477Fiduciary Group, LLC$648K1
478PFG Investments, LLC$646K1
479CCG WEALTH MANAGEMENT, LLC$645K1
480CAPITAL ADVISORS INC/OK$643K1
481Procyon Advisors, LLC$631K1
482Elser Financial Planning, Inc$617K1
483Plan Group Financial, LLC$614K1
484Indivisible Partners$614K1
485Arax Advisory Partners$609K1
486180 WEALTH ADVISORS, LLC$606K1
487COLDSTREAM CAPITAL MANAGEMENT INC$597K1
488Cooper Financial Group$586K1
489Chesley Taft & Associates LLC$584K1
490Meiji Yasuda Life Insurance Co$580K1
491Invariant Investment Management$577K1
492Wedmont Private Capital$575K1
493Harfst & Associates, Inc.$571K1
494INSIGNEO ADVISORY SERVICES, LLC$568K1
495FINANCIAL MANAGEMENT NETWORK INC$567K1
496PROFUND ADVISORS LLC$565K1
497SeaCrest Wealth Management, LLC$565K1
498Dynamic Advisor Solutions LLC$565K1
499Fort Point Capital Partners LLC$563K1
500Westmount Partners, LLC$557K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 3 sell
Congress net ($ bound)−$42.0K to $42.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on APO

RETAINED WINDOW · ACTIVE HITS
Signal hits naming APO
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for APO · financials and macro

Financials — as filed PLANNED

APO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: APO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing