Position in OBDC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,108,634
-$383,238 QoQ
Shares Held
281,070
+0.1% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026EP Wealth Advisors, LLC holds $132,262,674 across 45 Asset Management names. OBDC ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
64,906 | $62,420,749 | |
| 2 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
303,753 | $16,044,233 | |
| 3 | KKR |
KKR & Co. Inc.
|
89,792 | $8,305,760 | |
| 4 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
544,068 | $7,845,460 | |
| 5 | VVR |
Invesco Senior Income Trust
|
1,912,308 | $6,157,631 | |
| 6 | APO |
Apollo Global Management, Inc.
|
28,513 | $3,176,918 | |
| 7 | BX |
Blackstone Inc.
|
27,456 | $3,157,165 | |
| 8 | OBDC |
Blue Owl Capital Corp
This page
|
281,070 | $3,108,634 |
All Filings in OBDC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,108,634 | 281,070 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,491,872 | 280,923 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $4,045,084 | 282,084 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,135,307 | 282,081 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||