Position in OBDC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,999,616
-$107,603 QoQ
Shares Held
367,950
-0.9% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#97
of 425 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $216,768,277 across 101 Asset Management names. OBDC ranks #15 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
38,764 | $37,273,910 | |
| 2 | ARES |
Ares Management Corp
|
135,505 | $15,083,061 | |
| 3 | ARCC |
Ares Capital Corp
|
776,654 | $14,391,398 | |
| 4 | BX |
Blackstone Inc.
|
84,136 | $9,900,281 | |
| 5 | APO |
Apollo Global Management, Inc.
|
81,294 | $9,617,892 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
498,198 | $6,416,789 | |
| 7 | KKR |
KKR & Co. Inc.
|
69,400 | $6,369,530 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
251,447 | $5,961,808 |
All Filings in OBDC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,999,616 | 367,950 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,107,219 | 371,358 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,615,606 | 532,229 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $6,840,429 | 535,664 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,370,329 | 444,235 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,833,895 | 193,308 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,829,481 | 187,135 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,649,641 | 181,856 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,448,202 | 94,284 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,076,784 | 70,012 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $537,308 | 36,403 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $139,974 | 12,119 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $332,358 | 32,050 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $123,731 | 10,035 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $162,580 | 11,000 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||