Position in OWL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$129,631
New position
Shares Held
14,815
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#414
of 572 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026BXM Wealth LLC holds $193,114 across 2 Asset Management names. OWL ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
This page
|
14,815 | $129,631 | |
| 2 | CION |
CION Investment Corp
|
10,190 | $63,483 |
All Filings in OWL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,631 | 14,815 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||