Filing Research | ARI - APOLLO COML REAL ESTATE FIN Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	198.8KSH	$2.1M
2	Hennion & Walsh Asset Management, Inc.	Shares	151.9KSH	$1.6M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	132.9KSH	$1.4M
4	Merit Financial Group, LLC	Shares	121.4KSH	$1.3M
5	QRG CAPITAL MANAGEMENT, INC.	Shares	74.5KSH	$796.1K
6	Louisiana State Employees Retirement System	Shares	54.7KSH	$584.2K
7	Triumph Capital Management	Shares	52.0KSH	$554.9K
8	PFG Investments, LLC	Shares	50.7KSH	$541.6K
9	Fifth Third Wealth Advisors LLC	Shares	40.5KSH	$432.8K
10	Park Capital Management, LLC / WI	Shares	39.5KSH	$422.3K
11	Police & Firemen's Retirement System of New Jersey	Shares	38.7KSH	$413.0K
12	ANCHYRA PARTNERS LLC	Shares	37.2KSH	$397.4K
13	Symmetry Partners, LLC	Shares	24.4KSH	$260.2K
14	Commonwealth Financial Services, LLC	Shares	23.7KSH	$252.7K
15	Farther Finance Advisors, LLC	Shares	23.2KSH	$247.1K
16	Cyndeo Wealth Partners, LLC	Shares	12.7KSH	$135.6K
17	Crossmark Global Holdings, Inc.	Shares	12.4KSH	$132.1K
18	Abel Hall, LLC	Shares	12.1KSH	$129.1K
19	SteelPeak Wealth, LLC	Shares	11.3KSH	$121.1K
20	Longboard Asset Management, LP	Shares	11.2KSH	$119.1K
21	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	10.6KSH	$113.5K
22	INDEPENDENT FINANCIAL GROUP, LLC	Shares	10.5KSH	$112.1K
23	Legacy Financial Strategies, LLC	Shares	10.2KSH	$108.9K
24	EverSource Wealth Advisors, LLC	Shares	9.3KSH	$99.6K
25	Wealth Enhancement Trust Services, Inc.	Shares	7.7KSH	$81.8K
26	GAMMA Investing LLC	Shares	5.4KSH	$57.6K
27	SIGNATUREFD, LLC	Shares	4.5KSH	$48.6K
28	Versant Capital Management, Inc	Shares	2.4KSH	$25.8K
29	Tradewinds Capital Management, LLC	Shares	1.2KSH	$12.8K
30	Byrne Asset Management LLC	Shares	850SH	$9.1K
31	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	500SH	$5.3K
32	IFP Advisors, Inc	Shares	467SH	$5.0K
33	SJS Investment Consulting Inc.	Shares	441SH	$4.7K
34	LANARK FINANCIAL, INC.	Shares	421SH	$4.5K
35	MassMutual Private Wealth & Trust, FSB	Shares	242SH	$2.6K
36	JFS WEALTH ADVISORS, LLC	Shares	168SH	$1.8K
37	Ares Financial Consulting, LLC	Shares	112SH	$1.2K
38	FARMERS & MERCHANTS INVESTMENTS INC	Shares	97SH	$1.0K
39	FIRST HORIZON CORP	Shares	83SH	$886
40	Handelsbanken Fonder AB	Shares	65.3KSH	$697
41	Blue Trust, Inc.	Shares	62SH	$662
42	True Wealth Design, LLC	Shares	47SH	$502
43	FINANCIAL CONSULATE, INC	Shares	46SH	$492
44	Crewe Advisors LLC	Shares	43SH	$460
45	GILPIN WEALTH MANAGEMENT, LLC	Shares	23SH	$246
46	PARK AVENUE SECURITIES LLC	Shares	10.0KSH	$107
47	Davis Capital Management	Shares	7SH	$75
48	Hughes Financial Services, LLC	Shares	2SH	$21
49	FNY Investment Advisers, LLC	Shares	400SH	$4
50	Capital Advisors, Ltd. LLC	Shares	119SH	$1

Manager changes2026-06-30 vs 2026-03-31

50 / 57 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+198.8K	+$2.1M	$2.1M
2	Fifth Third Wealth Advisors LLC new	Shares	+40.5K	+$432.8K	$432.8K
3	Park Capital Management, LLC / WI new	Shares	+39.5K	+$422.3K	$422.3K
4	ANCHYRA PARTNERS LLC new	Shares	+37.2K	+$397.4K	$397.4K
5	Symmetry Partners, LLC new	Shares	+24.4K	+$260.2K	$260.2K
6	Commonwealth Financial Services, LLC new	Shares	+23.7K	+$252.7K	$252.7K
7	Cyndeo Wealth Partners, LLC new	Shares	+12.7K	+$135.6K	$135.6K
8	SteelPeak Wealth, LLC new	Shares	+11.3K	+$121.1K	$121.1K
9	QRG CAPITAL MANAGEMENT, INC. added	Shares	+10.5K	+$120.0K	$796.1K
10	Farther Finance Advisors, LLC added	Shares	+3.8K	+$43.1K	$247.1K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.5K	+$21.7K	$1.4M
12	GAMMA Investing LLC added	Shares	+1.6K	+$17.4K	$57.6K
13	EverSource Wealth Advisors, LLC added	Shares	+1.3K	+$14.8K	$99.6K
14	Longboard Asset Management, LP added	Shares	+621	+$7.9K	$119.1K
15	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$4.6K	$413.0K
16	SJS Investment Consulting Inc. added	Shares	+410	+$4.4K	$4.7K
17	Abel Hall, LLC added	Shares	+102	+$2.5K	$129.1K
18	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-1.5K	+$1.9K	$1.6M
19	JFS WEALTH ADVISORS, LLC new	Shares	+168	+$1.8K	$1.8K
20	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$1.5K	$132.1K
21	Legacy Financial Strategies, LLC unchanged	Shares	0	+$1.2K	$108.9K
22	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	+$919	$81.8K
23	Tradewinds Capital Management, LLC added	Shares	+27	+$424	$12.8K
24	Versant Capital Management, Inc unchanged	Shares	0	+$290	$25.8K
25	LANARK FINANCIAL, INC. added	Shares	+10	+$149	$4.5K
26	PARK AVENUE SECURITIES LLC new	Shares	+10.0K	+$107	$107
27	Byrne Asset Management LLC unchanged	Shares	0	+$102	$9.1K
28	Davis Capital Management new	Shares	+7	+$75	$75
29	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$60	$5.3K
30	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$29	$2.6K
31	Ares Financial Consulting, LLC unchanged	Shares	0	+$17	$1.2K
32	IFP Advisors, Inc trimmed	Shares	-4	+$14	$5.0K
33	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$12	$1.0K
34	FIRST HORIZON CORP unchanged	Shares	0	+$10	$886
35	Blue Trust, Inc. unchanged	Shares	0	+$7	$662
36	Handelsbanken Fonder AB unchanged	Shares	0	+$7	$697
37	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$6	$492
38	Crewe Advisors LLC unchanged	Shares	0	+$5	$460
39	True Wealth Design, LLC unchanged	Shares	0	+$5	$502
40	FNY Investment Advisers, LLC new	Shares	+400	+$4	$4
41	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$3	$246
42	Capital Advisors, Ltd. LLC added	Shares	+84	+$1	$1
43	Hughes Financial Services, LLC unchanged	Shares	0	$0	$21
44	AMALGAMATED BANK exited	Shares	-38.0K	-$402	$0
45	SIGNATUREFD, LLC trimmed	Shares	-110	-$616	$48.6K
46	State of Alaska, Department of Revenue exited	Shares	-65.1K	-$687	$0
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM exited	Shares	-180.6K	-$1.9K	$0
48	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$3.3K	$113.5K
49	Sound Income Strategies, LLC exited	Shares	-691	-$7.3K	$0
50	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-1.1K	-$10.9K	$112.1K

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