Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$87,951
+$13,817 QoQ
Shares Held
748
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,710
of 2,914 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Osbon Capital Management LLC holds $5,104,265 across 30 Asset Management names. IVZ ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
93,016 | $2,205,409 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
111,755 | $1,439,404 | |
| 3 | APO |
Apollo Global Management, Inc.
|
2,314 | $273,769 | |
| 4 | TSLX |
Sixth Street Specialty Lending, Inc.
|
13,489 | $231,606 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
17,080 | $185,659 | |
| 6 | MSDL |
Morgan Stanley Direct Lending Fund
|
11,205 | $169,419 | |
| 7 | GSBD |
Goldman Sachs BDC, Inc.
|
17,273 | $163,748 | |
| 8 | IVZ |
Invesco Ltd.
This page
|
748 | $87,951 |
No Holdings History
No holdings records found for this institution in IVZ.