As of the latest SEC filings, Apollo Global Management, Inc. (APOS) is held by 33 institutional funds. The largest fund shareholder is iShares Preferred and Income Securities ETF (PFF), holding an estimated $43,413,765.41 in market value, representing 0.33% of its portfolio.
Funds holding Apollo Global Management, Inc. (APOS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- APOS
- CIK:
- 0001858681
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.33% | $43,413,765.41 | 1,707,187 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.57% | $22,442,291.28 | 873,921 | Feb 28, 2026 | Apr 28, 2026 |
|
CPIIX
Invesco Core Plus Bond Fund
|
MF | Invesco | 0.24% | $13,049,292.00 | 508,150 | Feb 28, 2026 | Apr 29, 2026 |
|
PFFD
Global X U.S. Preferred ETF
|
ETF | Independent / Boutique | 0.52% | $11,685,273.12 | 455,034 | Feb 28, 2026 | Apr 29, 2026 |
|
PFFV
Global X Variable Rate Preferred ETF
|
ETF | Independent / Boutique | 3.09% | $9,209,335.92 | 358,619 | Feb 28, 2026 | Apr 29, 2026 |
|
CPXCX
Cohen & Steers Preferred Securities & Income Fund, Inc.
|
MF | Cohen & Steers | 0.11% | $7,627,474.20 | 299,940 | Mar 31, 2026 | May 29, 2026 |
|
ACCWX
Invesco Corporate Bond Fund
|
MF | Invesco | 0.18% | $7,390,704.00 | 287,800 | Feb 28, 2026 | Apr 29, 2026 |
|
LPXIX
Cohen & Steers Low Duration Preferred and Income Fund, Inc.
|
MF | Cohen & Steers | 0.36% | $6,864,033.10 | 267,083 | Apr 30, 2026 | Jun 24, 2026 |
|
PSK
State Street(R) SPDR(R) ICE Preferred Securities ETF
|
ETF | State Street (SPDR) | 0.88% | $6,227,145.82 | 244,874 | Mar 31, 2026 | May 28, 2026 |
|
STBYX
Invesco Short Term Bond Fund
|
MF | Invesco | 0.29% | $6,157,422.00 | 239,775 | Feb 28, 2026 | Apr 29, 2026 |
|
VRP
Invesco Variable Rate Preferred ETF
|
ETF | Invesco | 0.23% | $5,600,140.32 | 218,074 | Feb 28, 2026 | Apr 28, 2026 |
|
OPIGX
Invesco Core Bond Fund
|
MF | Invesco | 0.20% | $5,535,137.50 | 215,375 | Apr 30, 2026 | Jun 26, 2026 |
|
PTA
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
|
CEF | Cohen & Steers | 0.33% | $3,780,675.60 | 147,108 | Apr 30, 2026 | Jun 24, 2026 |
|
BICAX
Sterling Capital Total Return Bond Fund
|
MF | Independent / Boutique | 0.20% | $2,991,839.50 | 117,650 | Mar 31, 2026 | May 28, 2026 |
|
MDIV
Multi-Asset Diversified Income Index Fund
|
ETF | First Trust | 0.73% | $2,867,385.08 | 112,756 | Mar 31, 2026 | May 21, 2026 |
|
GTO
Invesco Total Return Bond ETF
|
ETF | Invesco | 0.13% | $2,859,125.00 | 111,250 | Apr 30, 2026 | Jun 29, 2026 |
|
FIQWX
Fidelity Strategic Dividend and Income Fund
|
MF | Fidelity | 0.05% | $2,811,978.00 | 109,800 | Feb 28, 2026 | Apr 24, 2026 |
|
RNP
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC
|
CEF | Cohen & Steers | 0.21% | $2,035,900.37 | 80,059 | Mar 31, 2026 | May 29, 2026 |
|
BBNIX
BBH Income Fund
|
MF | Independent / Boutique | 0.09% | $2,030,300.00 | 79,000 | Apr 30, 2026 | Jun 26, 2026 |
|
SPFF
Global X SuperIncome Preferred ETF
|
ETF | Independent / Boutique | 1.18% | $1,737,628.40 | 67,612 | Apr 30, 2026 | Jun 29, 2026 |
|
SCEC
STERLING CAPITAL ENHANCED CORE BOND ETF
|
ETF | Independent / Boutique | 0.19% | $943,453.00 | 37,100 | Mar 31, 2026 | May 29, 2026 |
|
CSPF
Cohen & Steers Preferred and Income Opportunities Active ETF
|
ETF | Cohen & Steers | 0.43% | $654,034.17 | 25,719 | Mar 31, 2026 | May 29, 2026 |
|
AAIIX
Ancora Income Fund
|
MF | Independent / Boutique | 1.03% | $508,600.00 | 20,000 | Mar 31, 2026 | Jun 1, 2026 |
|
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund
|
CEF | Cohen & Steers | 0.19% | $504,531.20 | 19,840 | Mar 31, 2026 | May 29, 2026 |
|
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.
|
CEF | Cohen & Steers | 0.18% | $473,481.17 | 18,619 | Mar 31, 2026 | May 29, 2026 |
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