Position in OWL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$90,545
-$7,465 QoQ
Shares Held
10,348
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#453
of 572 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OWL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Meeder Advisory Services, Inc. holds $14,931,048 across 16 Asset Management names. OWL ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,135 | $3,976,050 | |
| 2 | BX |
Blackstone Inc.
|
19,726 | $2,321,158 | |
| 3 | AMP |
Ameriprise Financial Inc
|
3,947 | $1,810,725 | |
| 4 | STT |
State Street Corp
|
8,253 | $1,399,708 | |
| 5 | APO |
Apollo Global Management, Inc.
|
9,467 | $1,120,040 | |
| 6 | KKR |
KKR & Co. Inc.
|
10,151 | $931,658 | |
| 7 | PFG |
Principal Financial Group Inc
|
8,466 | $912,465 | |
| 8 | NTRS |
Northern Trust Corp
|
3,149 | $547,422 |
All Filings in OWL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,545 | 10,348 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $98,010 | 10,735 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||