Position in OCSL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$563,723
-$113,650 QoQ
Shares Held
49,887
-6.2% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OCSL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Creative Planning holds $462,647,698 across 180 Asset Management names. OCSL ranks #80 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
401,722 | $46,194,012 | |
| 2 | CGBD |
Carlyle Secured Lending, Inc.
|
3,231,986 | $35,357,926 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
1,360,717 | $32,235,385 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
794,790 | $32,165,151 | |
| 5 | BLK |
BlackRock, Inc.
|
29,533 | $28,402,181 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
364,316 | $18,714,912 | |
| 7 | AMP |
Ameriprise Financial Inc
|
39,543 | $17,572,909 | |
| 8 | STT |
State Street Corp
|
113,253 | $14,333,299 |
All Filings in OCSL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $563,723 | 49,887 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $677,373 | 53,169 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $664,453 | 50,916 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $725,728 | 53,128 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $800,747 | 52,132 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $639,880 | 41,877 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $737,636 | 45,226 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $853,521 | 45,376 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $802,757 | 40,832 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $580,234 | 28,415 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $309,566 | 15,386 | Shares | Sole | 2023-11-16 | |
| 2023-03-31 | $191,416 | 10,198 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||