# Which ETFs hold Apollo Global Management (APO)?

251 US stock ETFs hold Apollo Global Management (APO). 94 of them report APO in issuer files dated 2026-08-31 to 2026-10-13, and 157 in their latest SEC filing, for periods ended 2026-05-29 to 2026-07-31. Among them, LBO gives APO the largest weight, 9.73% (SEC filing for the period ended 2026-07-31). One more fund lists a short position in APO. 13 derivative-based funds, three multi-asset funds, one fixed income fund and five funds read from their sponsors' files also hold APO outright and are listed apart; XAIW gives it the most weight among them, 5.40% (Harbor file of 2026-10-12).

Apollo Global Management, Asset Management & Custody Banks, $69B market cap. Held by 251 US stock ETFs: 94 in issuer files, 157 in SEC filings. 22 other ETFs holding it outright are listed apart.

Canonical page: https://tickerinside.com/stock/apo/
Holdings from each issuer's latest file, dated 2026-08-31 to 2026-10-13, and from each other ETF's latest SEC filing, for periods ended 2026-05-29 to 2026-07-31. Prices through 2026-10-13.
Licence: CC BY 4.0, attribution to TickerInside. Measurements, not investment advice.

No covered fund makes APO its largest position; the highest it ranks is #2, in LBO. The median weight across the 251 holders is 0.10%: 3 of them carry it above 5% and 224 keep it under 1%. Of the 311 covered funds with 500 or more positions, 101 hold APO, at weights from under 0.01% to 0.26%.

Over three years APO returned 51.6%, with a worst fall of 40.3% and annualised volatility of 36.9%; its beta against SPY over the same weeks is 1.66. Its best calendar year in the data is 2024 at +79.9% and its worst 2026 at -16.6%.

## Is APO in VOO, SPY, IVV, QQQ, VTI, SCHD, XLF, VFH or IYF?

APO is in 7 of these 9 funds; IYF gives it the most weight, 0.80% (iShares file of 2026-10-12), and QQQ and SCHD do not hold it.

| ETF | Name | Weight | Rank in the ETF | Holdings dated |
| --- | --- | --- | --- | --- |
| VOO | Vanguard S&P 500 ETF | 0.10% | #193 of 503 | Vanguard file, 2026-08-31 |
| SPY | SPDR S&P 500 ETF Trust | 0.08% | #208 of 504 | SPDR file, 2026-10-12 |
| IVV | iShares Core S&P 500 ETF | 0.08% | #208 of 504 | iShares file, 2026-10-12 |
| QQQ | Invesco QQQ Trust | not held | 101 positions | Invesco file, 2026-10-12 |
| VTI | Vanguard Total Stock Market ETF | 0.07% | #212 of 3458 | Vanguard file, 2026-08-31 |
| SCHD | Schwab US Dividend Equity ETF | not held | 99 positions | SEC filing, 2026-05-31 |
| XLF | Financial Select Sector SPDR Fund | 0.73% | #32 of 77 | SPDR file, 2026-10-12 |
| VFH | Vanguard Financials ETF | 0.65% | #32 of 424 | Vanguard file, 2026-08-31 |
| IYF | iShares U.S. Financials ETF | 0.80% | #31 of 143 | iShares file, 2026-10-12 |

## Which ETFs hold APO in their issuer files, and at what weight?

94 funds report APO in their own issuer files, dated 2026-08-31 to 2026-10-13; RSPF gives it the most weight, 1.25%. One more lists it as a short position.

| Rank | ETF | Name | Weight | Issuer file |
| --- | --- | --- | --- | --- |
| 1 | RSPF | Invesco S&P 500 Equal Weight Financials ETF | 1.25% | 2026-10-12 |
| 2 | KBE | State Street SPDR S&P Bank ETF | 0.90% | 2026-10-12 |
| 3 | IYG | iShares U.S. Financial Services ETF | 0.81% | 2026-10-12 |
| 4 | IYF | iShares U.S. Financials ETF | 0.80% | 2026-10-12 |
| 5 | XLF | Financial Select Sector SPDR Fund | 0.73% | 2026-10-12 |
| 6 | VFH | Vanguard Financials ETF | 0.65% | 2026-08-31 |
| 7 | VOT | Vanguard Morningstar Mid-Cap Growth ETF | 0.62% | 2026-08-31 |
| 8 | RSPE | Invesco ESG S&P 500 Equal Weight ETF | 0.50% | 2026-10-12 |
| 9 | IMCG | iShares Morningstar Mid-Cap Growth ETF | 0.45% | 2026-10-12 |
| 10 | IXG | iShares Global Financials ETF | 0.37% | 2026-10-12 |
| 11 | IMCB | iShares Morningstar Mid-Cap ETF | 0.35% | 2026-10-12 |
| 12 | XOEF | iShares S&P 500 ex S&P 100 ETF | 0.32% | 2026-10-12 |
| 13 | VO | Vanguard Mid-Cap ETF | 0.26% | 2026-08-31 |
| 14 | VFVA | Vanguard U.S. Value Factor ETF | 0.26% | 2026-10-13 |
| 15 | IMCV | iShares Morningstar Mid-Cap Value ETF | 0.25% | 2026-10-12 |
| 16 | VYM | Vanguard High Dividend Yield ETF | 0.23% | 2026-08-31 |
| 17 | USXF | iShares ESG Advanced MSCI USA ETF | 0.20% | 2026-10-12 |
| 18 | IWX | iShares Russell Top 200 Value ETF | 0.18% | 2026-10-12 |
| 19 | RSP | Invesco S&P 500 Equal Weight ETF | 0.18% | 2026-10-12 |
| 20 | EUSA | iShares MSCI USA Equal Weighted ETF | 0.18% | 2026-10-12 |
| 21 | SIZE | iShares MSCI USA Size Factor ETF | 0.17% | 2026-10-12 |
| 22 | RWL | Invesco S&P 500 Revenue ETF | 0.16% | 2026-10-12 |
| 23 | VONV | Vanguard Russell 1000 Value ETF | 0.15% | 2026-08-31 |
| 24 | SUSL | iShares ESG MSCI USA Leaders ETF | 0.14% | 2026-10-12 |
| 25 | VLU | State Street SPDR S&P 1500 Value Tilt ETF | 0.14% | 2026-10-12 |
| 26 | SHE | State Street SPDR MSCI USA Gender Diversity ETF | 0.14% | 2026-10-12 |
| 27 | RSPA | Invesco S&P 500 Equal Weight Income Advantage ETF | 0.14% | 2026-10-12 |
| 28 | EFIV | State Street SPDR S&P 500 ESG ETF | 0.14% | 2026-10-12 |
| 29 | IWD | iShares Russell 1000 Value ETF | 0.13% | 2026-10-12 |
| 30 | MGV | Vanguard Morningstar Mega Cap Value ETF | 0.13% | 2026-08-31 |
| 31 | EGLE | Global X S&P 500 U.S. Revenue Leaders ETF | 0.12% | 2026-10-12 |
| 32 | TOPC | iShares S&P 500 3% Capped ETF | 0.10% | 2026-10-12 |
| 33 | NZAC | State Street SPDR MSCI ACWI Climate Paris Aligned ETF | 0.10% | 2026-10-12 |
| 34 | VTV | Vanguard Value ETF | 0.10% | 2026-08-31 |
| 35 | XVV | iShares ESG Select Screened S&P 500 ETF | 0.10% | 2026-10-12 |
| 36 | ILCG | iShares Morningstar Growth ETF | 0.10% | 2026-10-12 |
| 37 | CATH | Global X S&P 500 Catholic Values ETF | 0.10% | 2026-10-12 |
| 38 | KLMN | Invesco MSCI North America Climate ETF | 0.10% | 2026-10-12 |
| 39 | VOOV | Vanguard S&P 500 Value ETF | 0.10% | 2026-08-31 |
| 40 | VOO | Vanguard S&P 500 ETF | 0.10% | 2026-08-31 |
| 41 | QVML | Invesco S&P 500 QVM Multi-factor ETF | 0.09% | 2026-10-12 |
| 42 | VOOG | Vanguard S&P 500 Growth ETF | 0.09% | 2026-08-31 |
| 43 | VUG | Vanguard Growth ETF | 0.09% | 2026-08-31 |
| 44 | CHRI | Global X S&P 500 Christian Values ETF | 0.09% | 2026-10-12 |
| 45 | XYLG | Global X S&P 500 Covered Call & Growth ETF | 0.09% | 2026-10-12 |
| 46 | IVE | iShares S&P 500 Value ETF | 0.09% | 2026-10-12 |
| 47 | SPYV | SPDR Portfolio S&P 500 Value ETF | 0.09% | 2026-10-12 |
| 48 | IWL | iShares Russell Top 200 ETF | 0.09% | 2026-10-12 |
| 49 | IVVW | iShares S&P 500 BuyWrite ETF | 0.09% | 2026-10-12 |
| 50 | VV | Vanguard Morningstar Large-Cap ETF | 0.09% | 2026-08-31 |
| 51 | SPYX | State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.08% | 2026-10-12 |
| 52 | IUSV | iShares Core S&P U.S. Value ETF | 0.08% | 2026-10-12 |
| 53 | SPY | SPDR S&P 500 ETF Trust | 0.08% | 2026-10-12 |
| 54 | SPYM | State Street SPDR Portfolio S&P 500 ETF | 0.08% | 2026-10-12 |
| 55 | IVV | iShares Core S&P 500 ETF | 0.08% | 2026-10-12 |
| 56 | ESGV | Vanguard ESG U.S. Stock ETF | 0.08% | 2026-10-13 |
| 57 | VONE | Vanguard Russell 1000 ETF | 0.08% | 2026-08-31 |
| 58 | GXLC | Global X U.S. 500 ETF | 0.08% | 2026-10-12 |
| 59 | XCLR | Global X S&P 500 Collar 95-110 ETF | 0.08% | 2026-10-08 |
| 60 | XRMI | Global X S&P 500 Risk Managed Income ETF | 0.08% | 2026-10-12 |
| 61 | XTR | Global X S&P 500 Tail Risk ETF | 0.08% | 2026-10-12 |
| 62 | XYLD | Global X S&P 500 Covered Call ETF | 0.08% | 2026-10-13 |
| 63 | SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.08% | 2026-10-12 |
| 64 | IVW | iShares S&P 500 Growth ETF | 0.08% | 2026-10-12 |
| 65 | IYY | iShares Dow Jones U.S. ETF | 0.08% | 2026-10-12 |
| 66 | VTHR | Vanguard Russell 3000 ETF | 0.08% | 2026-08-31 |
| 67 | IUSG | iShares Core S&P U.S. Growth ETF | 0.08% | 2026-10-12 |
| 68 | SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.08% | 2026-10-12 |
| 69 | VTI | Vanguard Total Stock Market ETF | 0.07% | 2026-08-31 |
| 70 | ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.07% | 2026-10-12 |
| 71 | PBUS | Invesco MSCI USA ETF | 0.07% | 2026-10-12 |
| 72 | MLRG | iShares MSCI USA ETF | 0.07% | 2026-10-12 |
| 73 | ILCB | iShares Morningstar U.S. Equity ETF | 0.07% | 2026-10-01 |
| 74 | ONOF | Global X Adaptive U.S. Risk Management ETF | 0.07% | 2026-10-12 |
| 75 | IWB | iShares Russell 1000 ETF | 0.07% | 2026-10-12 |
| 76 | KLMT | Invesco MSCI Global Climate 500 ETF | 0.07% | 2026-10-12 |
| 77 | USCL | iShares Climate Conscious & Transition MSCI USA ETF | 0.07% | 2026-10-12 |
| 78 | IWV | iShares Russell 3000 ETF | 0.07% | 2026-10-12 |
| 79 | EQAL | Invesco Russell 1000 Equal Weight ETF | 0.06% | 2026-10-12 |
| 80 | TOK | iShares MSCI Kokusai ETF | 0.06% | 2026-10-12 |
| 81 | LCTU | iShares U.S. Carbon Transition Readiness Aware Active ETF | 0.06% | 2026-10-12 |
| 82 | URTH | iShares MSCI World ETF | 0.05% | 2026-10-12 |
| 83 | MGC | Vanguard Morningstar Mega Cap ETF | 0.05% | 2026-08-31 |
| 84 | ILCV | iShares Morningstar Value ETF | 0.05% | 2026-10-12 |
| 85 | ACWI | iShares MSCI ACWI ETF | 0.05% | 2026-10-12 |
| 86 | VT | Vanguard Total World Stock ETF | 0.05% | 2026-08-31 |
| 87 | CRBN | iShares Low Carbon Optimized MSCI ACWI ETF | 0.04% | 2026-10-12 |
| 88 | PRF | Invesco RAFI US 1000 ETF | 0.04% | 2026-10-12 |
| 89 | QUS | State Street SPDR MSCI USA StrategicFactors℠ ETF | 0.04% | 2026-10-12 |
| 90 | QWLD | State Street SPDR MSCI World StrategicFactors℠ ETF | 0.03% | 2026-10-12 |
| 91 | ONEO | State Street SPDR Russell 1000 Momentum Focus ETF | 0.02% | 2026-10-12 |
| 92 | MMTM | State Street SPDR S&P 1500 Momentum Tilt ETF | 0.02% | 2026-10-12 |
| 93 | INRO | iShares U.S. Industry Rotation Active ETF | 0.01% | 2026-10-12 |
| 94 | SPGM | State Street SPDR Portfolio MSCI Global Stock Market ETF | 0.01% | 2026-10-12 |
| 95 | BFLX | iShares Flexible Equity Active ETF | -0.11% | 2026-10-12 |

The same list as JSON: https://tickerinside.com/api/v1/sec/apo.json

## Which ETFs hold APO in their latest SEC filing?

157 funds hold APO in their latest Form N-PORT filing with the SEC, for periods ended 2026-05-29 to 2026-07-31; LBO gives it the most weight, 9.73%.

| ETF | Name | Weight | Period of the filing | Filing |
| --- | --- | --- | --- | --- |
| LBO | WHITEWOLF Publicly Listed Private Equity ETF | 9.73% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004381/ |
| GPZ | VanEck Alternative Asset Manager ETF | 7.53% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1137360/000141036826086941/ |
| PRVT | Tema Listed Private Managers ETF | 5.77% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1944285/000119312526323013/ |
| FDFF | Fidelity Disruptive Finance ETF | 4.42% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/945908/000003540226004619/ |
| EPRF | Innovator S&P Investment Grade Preferred ETF | 3.97% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1415726/000089418926028325/ |
| BGIG | Bahl & Gaynor Income Growth ETF | 3.19% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1540305/000119312526373722/ |
| GABF | Gabelli Financial Services Opportunities ETF | 3.17% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1748425/000094040026036143/ |
| MDPL | Monarch Dividend Plus Index ETF | 3.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1644419/000091047226010903/ |
| BCFN | Baron Financials ETF | 3.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/2081199/000141036826088295/ |
| YLDE | Franklin ClearBridge Enhanced Income ETF | 2.72% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1645194/000094040026035184/ |
| CGVV | Capital Group U.S. Large Value ETF | 2.22% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/2034928/000141036826074222/ |
| EQRR | ProShares Equities for Rising Rates ETF | 2.06% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017333/ |
| FMKT | The Free Markets ETF | 1.94% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003203/ |
| FTGS | First Trust Growth Strength ETF | 1.88% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1329377/000094040026033043/ |
| FRIZ | Franklin Dividend Growth ETF | 1.85% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1655589/000094040026035148/ |
| LOGO | Alpha Brands(TM) Consumption Leaders ETF | 1.71% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1722388/000200032426003822/ |
| NYNY | Corgi NYC Based ETF | 1.64% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/2078265/000089418926024807/ |
| ABIG | Argent Large Cap ETF | 1.60% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026003629/ |
| COWS | Amplify Cash Flow Dividend Leaders ETF | 1.54% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1633061/000119312526372677/ |
| HCOW | Amplify COWS Covered Call ETF | 1.50% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1633061/000119312526372655/ |
| VPFF | Virtus InfraCap Preferred and Income Securities ETF | 1.46% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1559109/000094040026039007/ |
| PVAL | Putnam Focused Large Cap Value ETF | 1.39% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1845809/000094040026028247/ |
| BGDV | Bahl & Gaynor Dividend ETF | 1.30% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1540305/000119312526373723/ |
| FFF | Founders 100 ETF | 1.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/2077057/000089418926022403/ |
| CGDV | Capital Group Dividend Value ETF | 1.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1870128/000141036826074213/ |
| TGLB | T. Rowe Price Global Equity ETF | 1.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1795351/000109926326010124/ |
| TFNS | T. Rowe Price Financials ETF | 0.96% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1795351/000109926326009632/ |
| LGCF | Themes US Cash Flow Champions ETF | 0.93% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1976322/000089418926022860/ |
| FDRS | Founder-Led ETF | 0.92% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/2078265/000089418926024885/ |
| FFLV | Fidelity Fundamental Large Cap Value ETF | 0.91% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/945908/000003540226006159/ |
| ALTL | Pacer Lunt Large Cap Alternator ETF | 0.77% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029025/ |
| FFLC | Fidelity Fundamental Large Cap Core ETF | 0.73% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/945908/000003540226006157/ |
| BAMV | Brookstone Value Stock ETF | 0.61% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1644419/000091047226010780/ |
| CGBL | Capital Group Core Balanced ETF | 0.60% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1970533/000141036826086158/ |
| FNCL | Fidelity MSCI Financials Index ETF | 0.58% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/945908/000141036826097238/ |
| OWN | Inside Ownership 100 ETF | 0.55% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/2078265/000089418926024656/ |
| WTV | WisdomTree U.S. Value Fund | 0.55% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036288/ |
| FTC | First Trust Large Cap Growth AlphaDEX Fund | 0.41% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1383496/000094040026037842/ |
| LQAI | LG QRAFT AI-Powered U.S. Large Cap Core ETF | 0.38% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1547950/000091047226015177/ |
| CGGR | Capital Group Growth ETF | 0.38% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1869991/000141036826074219/ |
| GINN | Goldman Sachs Innovate Equity ETF | 0.32% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028085/ |
| BAMD | Brookstone Dividend Stock ETF | 0.30% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1644419/000091047226010775/ |
| TRUF | VanEck Financials TruSector ETF | 0.29% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1137360/000141036826086935/ |
| AIEQ | Amplify AI Powered Equity ETF | 0.28% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1633061/000119312526372652/ |
| SNPG | Xtrackers S&P 500 Growth Scored & Screened ETF | 0.25% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028818/ |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 0.24% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036282/ |
| ESG | FlexShares STOXX US ESG Select Index Fund | 0.24% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1491978/000207169126023460/ |
| NUDV | Nuveen ESG Dividend ETF | 0.23% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1635073/000163507326000485/ |
| OALC | Oneascent Large Cap Core ETF | 0.22% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1199046/000091047226011109/ |
| UDIV | Franklin U.S. Core Dividend Tilt Index ETF | 0.21% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1655589/000094040026035111/ |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 0.21% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075030/ |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.21% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1383496/000094040026037835/ |
| ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.21% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1491978/000207169126023448/ |
| FTCE | First Trust New Constructs Core Earnings Leaders ETF | 0.20% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1552740/000094040026032699/ |
| TEQI | T. Rowe Price Equity Income ETF | 0.20% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1795351/000109926326009619/ |
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | 0.20% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126023551/ |
| GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 0.19% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028073/ |
| DFVE | DoubleLine Fortune 500 Equal Weight ETF | 0.19% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1886172/000207169126018688/ |
| HBTA | Horizon Expedition Plus ETF | 0.19% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1643174/000119312526300743/ |
| JUSA | JPMorgan U.S. Research Enhanced Large Cap ETF | 0.18% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126021129/ |
| MPLY | Monopoly ETF | 0.18% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1506213/000100472626009406/ |
| USEW | Cambria US EW ETF | 0.18% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026003723/ |
| CFA | VictoryShares US 500 Volatility Wtd ETF | 0.18% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007510/ |
| CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 0.18% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007530/ |
| DFSU | Dimensional US Sustainability Core 1 ETF | 0.17% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009183/ |
| IQSU | NYLIM Candriam U.S. Large Cap Equity ETF | 0.16% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1415995/000094040026038560/ |
| USSG | Xtrackers MSCI USA Selection Equity ETF | 0.16% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028746/ |
| SNPE | Xtrackers S&P 500 Scored & Screened ETF | 0.15% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028811/ |
| SPXT | ProShares S&P 500 Ex-Technology ETF | 0.15% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017394/ |
| GGUS | Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF | 0.15% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028141/ |
| WAMA | WisdomTree U.S. Adaptive Moving Average Fund | 0.14% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036305/ |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | 0.14% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036284/ |
| EPS | WisdomTree U.S. LargeCap Fund | 0.14% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036286/ |
| AVSU | Avantis Responsible U.S. Equity ETF | 0.14% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324011/ |
| DFAU | Dimensional US Core Equity Market ETF | 0.13% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009204/ |
| GDE | WisdomTree Efficient Gold Plus Equity Strategy Fund | 0.13% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026028870/ |
| TVAL | T. Rowe Price Value ETF | 0.13% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1795351/000109926326009625/ |
| NTSX | WisdomTree U.S. Efficient Core Fund | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036309/ |
| GLBL | Pacer MSCI World Industry Advantage ETF | 0.12% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029009/ |
| XMAG | Defiance Large Cap ex-Mag 7 ETF | 0.12% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1924868/000200032426003032/ |
| DXUV | Dimensional US Vector Equity ETF | 0.12% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009182/ |
| DSPY | Tema S&P 500 Historical Weight ETF Strategy | 0.12% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1944285/000119312526323020/ |
| DTD | WisdomTree U.S. Total Dividend Fund | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036285/ |
| AVUQ | Avantis U.S. Quality ETF | 0.12% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324020/ |
| MODL | VictoryShares WestEnd US Sector ETF | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007539/ |
| DCOR | Dimensional US Core Equity 1 ETF | 0.12% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009192/ |
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 0.12% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028074/ |
| FINA | Fidelity MSCI North American Subset Index ETF | 0.11% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/945908/000003540226006207/ |
| SFY | Sofi Select 500 ETF | 0.10% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003230/ |
| SPXV | ProShares S&P 500 Ex-Health Care ETF | 0.10% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017472/ |
| GSPY | Gotham Enhanced 500 ETF | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003771/ |
| VOXP | Vox Populi ETF | 0.10% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1027596/000119312526406592/ |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 0.10% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009214/ |
| CVLC | Calvert US Large-Cap Core Responsible Index ETF | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1676326/000207169126018748/ |
| FEX | First Trust Large Cap Core AlphaDEX Fund | 0.10% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1383496/000094040026037836/ |
| JHML | John Hancock Multifactor Large Cap ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1478482/000147848226000287/ |
| SPXE | ProShares S&P 500 Ex-Energy ETF | 0.09% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017446/ |
| SPXD | Xtrackers S&P 500 Diversified Sector Weight ETF | 0.09% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028809/ |
| RKSG | Ruk Strategic Growth ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1970751/000119312526377094/ |
| GPIX | Goldman Sachs S&P 500 Premium Income ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026034787/ |
| PBP | Invesco S&P 500 BuyWrite ETF | 0.09% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1209466/000120946626001440/ |
| PTLC | Pacer Trendpilot US Large Cap ETF | 0.09% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029043/ |
| USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.09% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028744/ |
| AAEQ | Alpha Architect US Equity 2 ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004070/ |
| AAUA | Alpha Architect US Equity 3 ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004071/ |
| AAUS | Alpha Architect US Equity ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004072/ |
| STXG | Strive 1000 Growth ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004162/ |
| DFVX | Dimensional US Large Cap Vector ETF | 0.09% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009185/ |
| SCHX | Schwab U.S. Large-Cap ETF | 0.09% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075026/ |
| SPYH | NEOS S&P 500(R) Hedged Equity Income ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1848758/000089418926023145/ |
| AVUS | Avantis U.S. Equity ETF | 0.09% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324013/ |
| GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.09% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028137/ |
| SCHK | Schwab 1000 Index ETF | 0.09% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075028/ |
| SPYI | NEOS S&P 500(R) High Income ETF | 0.08% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1848758/000089418926023148/ |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1493580/000094040026038310/ |
| BBUS | JPMorgan Betabuilders U.S. Equity ETF | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126023533/ |
| VOTE | TCW Transform 500 ETF | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1831313/000100371526003512/ |
| SCHB | Schwab U.S. Broad Market ETF | 0.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075044/ |
| XSPI | NEOS Boosted S&P 500(R) High Income ETF | 0.08% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1848758/000089418926023153/ |
| QDPL | Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029047/ |
| AVLC | Avantis U.S. Large Cap Equity ETF | 0.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324099/ |
| RAUS | Racwi US ETF | 0.08% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004148/ |
| TOV | JLens 500 Jewish Advocacy U.S. ETF | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004416/ |
| USPX | Franklin U.S. Equity Index ETF | 0.08% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1655589/000094040026035112/ |
| GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1882879/000094040026028124/ |
| DFUS | Dimensional U.S. Equity Market ETF | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009215/ |
| USCA | Xtrackers MSCI USA Climate Action Equity ETF | 0.08% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028747/ |
| EEE | Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF | 0.07% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024016/ |
| PHDG | Invesco S&P 500 Downside Hedged ETF | 0.07% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1418144/000141814426000465/ |
| XXX | Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF | 0.07% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024018/ |
| TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 0.07% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1491978/000207169126023441/ |
| SSPY | Stratified LargeCap Index ETF | 0.07% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547950/000091047226013046/ |
| HCMT | Direxion HCM Tactical Enhanced US ETF | 0.07% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404430/ |
| STXF | Strive 500 ETF | 0.07% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004161/ |
| TSPA | T. Rowe Price U.S. Equity Research ETF | 0.07% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1795351/000109926326009618/ |
| KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.07% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028751/ |
| BBB | Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF | 0.07% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024017/ |
| TACU | T. Rowe Price Active Core U.S. Equity ETF | 0.06% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1795351/000109926326009633/ |
| DFAL | Dimensional US Large Cap Core Equity Market ETF | 0.06% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009187/ |
| APUE | ActivePassive U.S. Equity ETF | 0.06% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1141819/000119312526320601/ |
| BKLG | BNY Mellon US Large Cap Equity Growth ETF | 0.06% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1493580/000094040026038303/ |
| MSLC | Morgan Stanley Pathway Large Cap Equity ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/875186/000100371526002821/ |
| DAK | Dakota Active Equity ETF | 0.05% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026003656/ |
| LGH | HCM Defender 500 Index ETF | 0.05% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1537140/000091047226013067/ |
| GVUS | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028123/ |
| SPUT | Innovator Equity Premium Income - Daily PutWrite ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1415726/000089418926028281/ |
| EQL | ALPS Equal Sector Weight ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1414040/000104916926001875/ |
| FNDX | Schwab Fundamental U.S. Large Company ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075024/ |
| FNDB | Schwab Fundamental U.S. Broad Market ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075039/ |
| GSLC | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028061/ |
| XCHG | AB US Equity ETF | 0.02% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1496608/000141036826074962/ |
| GEW | Cambria Global EW ETF | 0.01% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026003676/ |
| EBI | Longview Advantage ETF | 0.01% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1618627/000119312526319465/ |
| DEUS | Xtrackers Russell US Multifactor ETF | 0.01% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028813/ |
| DFLV | Dimensional US Large Cap Value ETF | 0.01% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009201/ |
| AVTM | Avantis Total Equity Markets ETF | under 0.01% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324016/ |
| NPFE | NPF Core Equity ETF | under 0.01% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1936157/000193615726000486/ |

## How many ETFs held APO each year since 2019?

245 of today's US stock ETFs held APO in their SEC reports for the second quarter of 2026, against 9 for the fourth quarter of 2019.

| Quarter | ETFs holding it | Largest weight |
| --- | --- | --- |
| Q4 2019 | 9 | PSP 2.48% |
| Q4 2020 | 65 | KCE 1.87% |
| Q4 2021 | 99 | PFI 3.17% |
| Q4 2022 | 94 | YLDE 3.02% |
| Q4 2023 | 131 | GABF 4.03% |
| Q4 2024 | 165 | FDFF 5.81% |
| Q4 2025 | 217 | GPZ 7.98% |
| Q2 2026 | 245 | LBO 9.30% |

APO in the SEC reports (Form N-PORT) of today's US stock ETFs, Q4 2019 to Q2 2026, every quarter in https://tickerinside.com/api/v1/sec/apo.json (etf_holders_since_2019). How these are counted: https://tickerinside.com/how-the-numbers-are-produced/#sec-history

## Which ETFs have swap, futures or option exposure to APO?

One fund references APO through swaps, futures or options in its latest SEC filing: IALT (short, size not stated in the filing). These figures are notional exposure, in percent of each fund's net assets, not shares held, and none of these funds is counted among the 251 holders of APO above.

| ETF | Name | Notional exposure, not shares held | Instruments | Period of the filing |
| --- | --- | --- | --- | --- |
| IALT | iShares Systematic Alternatives Active ETF | Short, size not stated in the filing | swap | 2026-07-31 |

## Which other ETFs hold APO outright?

13 derivative-based funds, three multi-asset funds, one fixed income fund and five funds read from their sponsors' files hold APO outright in SEC filings and sponsors' files dated 2026-05-31 to 2026-10-12; XAIW gives it the most weight, 5.40%. None of them is counted among the 251 US stock ETFs above.

| ETF | Name | Kind of ETF | Held outright | Holdings dated | Source |
| --- | --- | --- | --- | --- | --- |
| XAIW | SpaceXAI Lab Ecosystem ETF | Sponsor's file | 5.40% | 2026-10-12 | https://www.harborcapital.com/etf/xaiw/ |
| ANTW | Anthropic AI Lab Ecosystem ETF | Sponsor's file | 2.90% | 2026-10-12 | https://www.harborcapital.com/etf/antw/ |
| ICAP | Infrastructure Capital Equity Income ETF | Multi-asset | 2.73% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1650149/000119312526315563/ |
| BWQG | BWM Quality Growth ETF | Sponsor's file | 1.98% | 2026-09-30 | https://bwmqualitygrowth.com |
| PFFA | Virtus InfraCap U.S. Preferred Stock ETF | Multi-asset | 0.95% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1559109/000094040026039006/ |
| UYG | ProShares Ultra Financials | Derivative-based | 0.53% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017396/ |
| HIBL | Direxion Daily S&P 500 High Beta Bull 3X Shares | Derivative-based | 0.52% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404432/ |
| FAS | Direxion Daily Financial Bull 3X Shares | Derivative-based | 0.49% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404427/ |
| CSM | ProShares Large Cap Core Plus | Derivative-based | 0.33% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017365/ |
| NTSD | WisdomTree Efficient U.S. Plus International Equity Fund | Derivative-based | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036218/ |
| AAUB | Alpha Architect US Equity 4 ETF | Sponsor's file | 0.09% | 2026-09-30 | https://funds.alphaarchitect.com/aaub/ |
| URSP | ProShares Ultra S&P 500 Equal Weight | Derivative-based | 0.09% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017345/ |
| SPUU | Direxion Daily S&P 500 Bull 2X Shares | Derivative-based | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404474/ |
| ISPY | ProShares S&P 500 High Income ETF | Derivative-based | 0.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017364/ |
| FB | ProShares S&P 500 Dynamic Buffer ETF | Derivative-based | 0.07% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017413/ |
| SSS | Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF | Multi-asset | 0.07% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024015/ |
| SPXL | Direxion Daily S&P 500 Bull 3X Shares | Derivative-based | 0.07% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404527/ |
| JPFP | JPMorgan Managed Futures Plus ETF | Derivative-based | 0.06% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126023567/ |
| SSO | ProShares Ultra S&P500 | Derivative-based | 0.06% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017379/ |
| UPRO | ProShares UltraPro S&P500 | Derivative-based | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017443/ |
| CGFS | CG Flagship Equity ETF | Sponsor's file | 0.03% | 2026-09-30 | https://cgflagshipetfs.com/ |
| CSHP | iShares Dynamic Short-Term Active ETF | Fixed income | 0.02% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1761055/000141036826099885/ |

## Key figures

| Measure | Value |
| --- | --- |
| Last close, 2026-10-12 | 119.22 USD (+0.48% on the day) |
| Total return, 1 year | -0.2% |
| Total return, 3 years | 51.6% |
| Total return, 5 years | 64.8% |
| Volatility, annualised | 36.9% |
| Worst fall, 3 years | -40.3% |
| Beta against SPY | 1.66 |
| Market cap | $68.7B |
| Price to earnings, trailing | 41.7 |
| Dividend yield | 1.80% |
| US stock ETFs holding it | 251 |
| Broad ETFs holding it, 500 positions or more | 101 of 311 |
| $100 three years ago became | $152 |

## How has APO done, year by year?

| Year | Total return |
| --- | --- |
| 2026 | -16.6% |
| 2025 | -11.1% |
| 2024 | 79.9% |
| 2023 | 49.4% |
| 2022 | -9.6% |

## What would diversify APO?

The stocks that have moved least like APO, among those held by ten or more covered ETFs, closed-end funds left out. A measurement of co-movement, not a suggestion.

| Ticker | Name | Correlation, 104 weeks | Reads as |
| --- | --- | --- | --- |
| AWK | American Water Works | -0.34 | moves the opposite way |
| MSEX | Middlesex Water Company | -0.28 | moves the opposite way |
| AEP | American Electric Power | -0.28 | moves the opposite way |
| ED | Consolidated Edison | -0.27 | moves the opposite way |
| CMS | CMS Energy | -0.25 | moves the opposite way |
| SO | Southern Company | -0.24 | moves the opposite way |

## What moves with APO?

| Ticker | Name | Correlation, 104 weeks | Reads as |
| --- | --- | --- | --- |
| KKR | KKR & Co. | 0.86 | usually in step |
| ARES | Ares Management | 0.80 | often in step |
| OWL | Blue Owl Capital Inc. | 0.71 | often in step |
| MS | Morgan Stanley | 0.71 | often in step |
| RJF | Raymond James Financial | 0.70 | often in step |
| SYF | Synchrony Financial | 0.70 | often in step |

## Which ETF has the largest weight in APO?

LBO, at 9.73% in its SEC filing for the period ended 2026-07-31, where APO is position #2 of 38, followed by GPZ at 7.53% and PRVT at 5.77%.

| ETF | Name | Weight | Rank in the ETF | Positions | Holdings dated |
| --- | --- | --- | --- | --- | --- |
| LBO | WHITEWOLF Publicly Listed Private Equity ETF | 9.73% | #2 | 38 | SEC filing, 2026-07-31 |
| GPZ | VanEck Alternative Asset Manager ETF | 7.53% | #4 | 20 | SEC filing, 2026-06-30 |
| PRVT | Tema Listed Private Managers ETF | 5.77% | #2 | 29 | SEC filing, 2026-05-31 |
| FDFF | Fidelity Disruptive Finance ETF | 4.42% | #6 | 45 | SEC filing, 2026-05-31 |
| EPRF | Innovator S&P Investment Grade Preferred ETF | 3.97% | #3 | 26 | SEC filing, 2026-07-31 |
| BGIG | Bahl & Gaynor Income Growth ETF | 3.19% | #10 | 50 | SEC filing, 2026-06-30 |
| GABF | Gabelli Financial Services Opportunities ETF | 3.17% | #19 | 41 | SEC filing, 2026-06-30 |
| MDPL | Monarch Dividend Plus Index ETF | 3.08% | #27 | 30 | SEC filing, 2026-05-31 |
| BCFN | Baron Financials ETF | 3.04% | #14 | 42 | SEC filing, 2026-06-30 |
| YLDE | Franklin ClearBridge Enhanced Income ETF | 2.72% | #7 | 50 | SEC filing, 2026-06-30 |

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