Diversify Advisory Services, LLC
Position in OTF — Blue Owl Technology Finance Corp.
CIK 2021232
SANDY, UT
Position in OTF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,248,682
+$1,016,720 QoQ
Shares Held
217,264
+118.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Diversify Advisory Services, LLC holds $74,973,506 across 38 Asset Management names. OTF ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
973,738 | $34,625,620 | |
| 2 | BX |
Blackstone Inc.
|
63,689 | $7,494,284 | |
| 3 | OWL |
Blue Owl Capital Inc.
|
540,535 | $4,729,681 | |
| 4 | STT |
State Street Corp
|
47,805 | $3,543,636 | |
| 5 | BLK |
BlackRock, Inc.
|
5,422 | $2,271,608 | |
| 6 | OTF |
Blue Owl Technology Finance Corp.
This page
|
217,264 | $2,248,682 | |
| 7 | FSK |
FS KKR Capital Corp
|
201,020 | $2,110,710 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
68,394 | $1,621,621 |
All Filings in OTF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,248,682 | 217,264 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,231,962 | 99,432 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,093,233 | 75,188 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $579,403 | 41,925 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $234,392 | 15,370 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||