Position in OBDC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$782,118
-$61,394 QoQ
Shares Held
70,716
+4.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Icon Wealth Advisors, LLC holds $17,243,266 across 22 Asset Management names. OBDC ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
23,037 | $2,566,782 | |
| 2 | BLK |
BlackRock, Inc.
|
2,072 | $1,992,663 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
78,063 | $1,849,312 | |
| 4 | BEN |
Franklin Resources Inc
|
74,303 | $1,755,036 | |
| 5 | FSK |
FS KKR Capital Corp
|
171,697 | $1,747,875 | |
| 6 | SCM |
Stellus Capital Investment Corp
|
135,269 | $1,245,827 | |
| 7 | OBDC |
Blue Owl Capital Corp
This page
|
70,716 | $782,118 | |
| 8 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
14,216 | $750,889 |
All Filings in OBDC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $782,118 | 70,716 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $843,512 | 67,861 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $760,925 | 59,587 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $838,230 | 58,454 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $839,710 | 57,279 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $237,368 | 15,699 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $233,105 | 15,999 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $245,744 | 15,999 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $246,064 | 15,999 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $236,145 | 15,999 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||