Position in OBDC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,675,071
-$1,713,120 QoQ
Shares Held
614,082
-19.0% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#65
of 425 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $142,534,632 across 51 Asset Management names. OBDC ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
546,382 | $64,292,769 | |
| 2 | APO |
Apollo Global Management, Inc.
|
86,404 | $10,222,457 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
253,922 | $10,215,282 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
234,115 | $7,063,249 | |
| 5 | BLK |
BlackRock, Inc.
|
7,135 | $6,860,730 | |
| 6 | OBDC |
Blue Owl Capital Corp
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|
614,082 | $6,675,071 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
211,665 | $3,994,118 | |
| 8 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
249,723 | $3,154,001 |
All Filings in OBDC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,675,071 | 614,082 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,388,191 | 758,426 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,190,332 | 417,565 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,847,594 | 379,608 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,122,907 | 287,511 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,668,049 | 250,208 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,622,466 | 107,306 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,263,131 | 86,694 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,055,139 | 68,694 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $901,175 | 58,594 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $478,135 | 32,394 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||