WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in OBDC — Blue Owl Capital Corp
CIK 1632972
PLYMOUTH, MN
Position in OBDC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$493,378
+$12,667 QoQ
Shares Held
45,389
+4.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 425 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $470,520,508 across 174 Asset Management names. OBDC ranks #93 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
1,969,959 | $51,987,218 | |
| 2 | BLK |
BlackRock, Inc.
|
50,374 | $48,437,623 | |
| 3 | STT |
State Street Corp
|
269,468 | $45,701,772 | |
| 4 | BX |
Blackstone Inc.
|
256,063 | $30,130,933 | |
| 5 | TROW |
Price T Rowe Group Inc
|
215,256 | $24,472,454 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
662,675 | $19,992,904 | |
| 7 | AMP |
Ameriprise Financial Inc
|
33,437 | $15,339,558 | |
| 8 | BEN |
Franklin Resources Inc
|
446,300 | $14,848,401 |
All Filings in OBDC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,378 | 45,389 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $480,711 | 43,464 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $924,046 | 74,340 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,127,131 | 88,264 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $891,675 | 62,181 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $776,642 | 52,977 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $705,000 | 46,627 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $569,759 | 39,105 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $442,475 | 28,807 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $786,825 | 51,159 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||