Independent Advisor Alliance
Position in OCSL — Oaktree Specialty Lending Corp
CIK 1696899
CHARLOTTE, NC
Position in OCSL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,339,285
-$351,669 QoQ
Shares Held
112,168
-25.0% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#45
of 164 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Independent Advisor Alliance holds $31,488,625 across 23 Asset Management names. OCSL ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
49,489 | $5,823,370 | |
| 2 | BLK |
BlackRock, Inc.
|
4,706 | $4,525,100 | |
| 3 | TROW |
Price T Rowe Group Inc
|
32,281 | $3,670,026 | |
| 4 | STT |
State Street Corp
|
18,932 | $3,210,866 | |
| 5 | ARCC |
Ares Capital Corp
|
164,459 | $3,047,424 | |
| 6 | AMP |
Ameriprise Financial Inc
|
5,035 | $2,309,856 | |
| 7 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
271,050 | $2,027,454 | |
| 8 | OCSL |
Oaktree Specialty Lending Corp
This page
|
112,168 | $1,339,285 |
All Filings in OCSL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,339,285 | 112,168 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,690,954 | 149,642 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,936,339 | 151,989 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,143,462 | 164,250 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,496,978 | 182,795 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,879,170 | 187,446 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,896,827 | 189,583 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,207,344 | 196,649 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,460,381 | 183,965 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,634,799 | 184,883 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,724,322 | 182,386 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,718,497 | 184,816 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,641,220 | 187,402 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,570,129 | 190,204 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,356,088 | 634,074 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,179,683 | 696,614 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $5,250,113 | 801,544 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,515,351 | 1,019,722 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,000,447 | 1,072,446 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,908,061 | 1,120,122 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,573,528 | 1,132,067 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,566,579 | 1,220,416 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,764,480 | 496,316 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,449,456 | 506,086 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,444,222 | 546,806 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,024,219 | 624,759 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||