Independent Advisor Alliance

Position in OCSL — Oaktree Specialty Lending Corp

CIK 1696899 CHARLOTTE, NC

Position in OCSL

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,690,954

-$245,385 QoQ

Shares Held

149,642

-1.5% QoQ

Ownership

0.170%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Independent Advisor Alliance holds $67,183,298 across 73 Asset Management names. OCSL ranks #13 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	51,047	$5,869,894
2	PTY	Pimco Corporate & Income Opportunity Fund	371,808	$4,484,003
3	BLK	BlackRock, Inc.	4,290	$4,125,735
4	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	247,485	$3,977,083
5	CEF	Sprott Physical Gold & Silver Trust	69,012	$3,293,252
6	GDL	Gdl Fund	384,932	$3,206,483
7	ARCC	Ares Capital Corp	165,466	$2,981,696
8	TROW	Price T Rowe Group Inc	31,592	$2,847,702

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,690,954	149,642	-1.5%	Shares	Sole	2026-05-12
2025-12-31	$1,936,339	151,989	-7.5%	Shares	Sole	2026-02-04
2025-09-30	$2,143,462	164,250	-10.1%	Shares	Sole	2025-11-04
2025-06-30	$2,496,978	182,795	-2.5%	Shares	Sole	2025-08-11
2025-03-31	$2,879,170	187,446	-1.1%	Shares	Sole	2025-05-12
2024-12-31	$2,896,827	189,583	-3.6%	Shares	Sole	2025-02-07
2024-09-30	$3,207,344	196,649	+6.9%	Shares	Sole	2024-11-13
2024-06-30	$3,460,381	183,965	-0.5%	Shares	Sole	2024-08-12
2024-03-31	$3,634,799	184,883	+1.4%	Shares	Sole	2024-05-08
2023-12-31	$3,724,322	182,386	-1.3%	Shares	Sole	2024-02-08
2023-09-30	$3,718,497	184,816	-1.4%	Shares	Sole	2023-10-24
2023-06-30	$3,641,220	187,402	-1.5%	Shares	Sole	2023-07-28
2023-03-31	$3,570,129	190,204	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.