Position in OWL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$112,735
-$6,393 QoQ
Shares Held
12,884
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#426
of 572 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OWL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Visionary Wealth Advisors holds $6,592,915 across 17 Asset Management names. OWL ranks #15 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMF |
Templeton Emerging Markets Fund
|
48,580 | $1,128,027 | |
| 2 | UTG |
Reaves Utility Income Fund
|
17,366 | $707,143 | |
| 3 | BX |
Blackstone Inc.
|
5,275 | $620,709 | |
| 4 | KKR |
KKR & Co. Inc.
|
6,447 | $591,705 | |
| 5 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
36,896 | $510,271 | |
| 6 | RJF |
Raymond James Financial Inc
|
3,355 | $510,060 | |
| 7 | FSK |
FS KKR Capital Corp
|
30,210 | $317,205 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
28,859 | $313,697 |
All Filings in OWL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,735 | 12,884 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $119,128 | 13,048 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $231,614 | 15,503 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $271,980 | 16,065 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $302,211 | 15,732 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $330,599 | 16,497 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $381,510 | 16,402 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $327,145 | 16,898 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $297,933 | 16,785 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $333,954 | 17,707 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $254,119 | 17,055 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $228,420 | 17,625 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $231,543 | 19,875 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $231,295 | 20,875 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $175,695 | 16,575 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $152,987 | 16,575 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $148,193 | 14,775 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $178,154 | 14,050 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||