Filing Research | OWL - BLUE OWL CAPITAL INC Institutional Holdings

Snapshot holdings

50 / 111 loaded

#		Instrument	quantity
1	Barton Investment Management	Shares	2.1MSH	$18.4M
2	Foster Victor Wealth Advisors, LLC	Shares	1.8MSH	$17.0M
3	Y-Intercept (Hong Kong) Ltd	Shares	775.0KSH	$6.8M
4	QRG CAPITAL MANAGEMENT, INC.	Shares	472.9KSH	$4.1M
5	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	Shares	388.2KSH	$3.4M
6	Tranquility Partners, LLC	Shares	325.6KSH	$2.8M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	290.1KSH	$2.5M
8	Granite FO LLC	Shares	290.3KSH	$2.5M
9	Adams Asset Advisors, LLC	Shares	289.5KSH	$2.5M
10	Integras Partners LLC	Shares	218.1KSH	$1.9M
11	D.A. DAVIDSON & CO.	Shares	189.8KSH	$1.7M
12	Merit Financial Group, LLC	Shares	165.4KSH	$1.4M
13	Sivia Capital Partners, LLC	Shares	144.1KSH	$1.3M
14	Apollon Wealth Management, LLC	Shares	143.1KSH	$1.3M
15	Simplify Asset Management Inc.	Shares	106.5KSH	$931.9K
16	CARY STREET PARTNERS FINANCIAL LLC	Shares	101.9KSH	$891.8K
17	Police & Firemen's Retirement System of New Jersey	Shares	99.1KSH	$867.0K
18	Oak Thistle LLC	Shares	84.7KSH	$741.3K
19	Farther Finance Advisors, LLC	Shares	70.0KSH	$612.4K
20	Lee Financial Co	Shares	66.6KSH	$582.7K
21	PFG Investments, LLC	Shares	57.1KSH	$499.8K
22	Diversified Trust Co	Shares	55.4KSH	$484.4K
23	Regent Peak Wealth Advisors LLC	Shares	462.3KSH	$479.6K
24	Composition Wealth, LLC	Shares	44.8KSH	$391.8K
25	Drucker Wealth 3.0, LLC	Shares	43.7KSH	$382.8K
26	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	42.0KSH	$367.1K
27	Catalyst Capital Advisors LLC	Shares	39.0KSH	$341.5K
28	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	35.4KSH	$309.5K
29	Avior Wealth Management, LLC	Shares	34.1KSH	$298.7K
30	SIGNATUREFD, LLC	Shares	32.3KSH	$282.8K
31	Wealthcare Advisory Partners LLC	Shares	31.8KSH	$277.8K
32	Sequoia Financial Advisors, LLC	Shares	31.6KSH	$276.9K
33	CHIRON CAPITAL MANAGEMENT, LLC	Shares	28.7KSH	$251.2K
34	Portside Wealth Group, LLC	Shares	26.8KSH	$234.3K
35	SBI Securities Co., Ltd.	Shares	26.7KSH	$233.7K
36	EverSource Wealth Advisors, LLC	Shares	25.5KSH	$223.2K
37	Stokes Capital Advisors, LLC	Shares	25.5KSH	$223.1K
38	Cyndeo Wealth Partners, LLC	Shares	25.3KSH	$221.7K
39	180 WEALTH ADVISORS, LLC	Shares	25.2KSH	$220.6K
40	Envestnet Portfolio Solutions, Inc.	Shares	22.2KSH	$194.0K
41	Clear Trail Advisors, LLC	Shares	22.1KSH	$193.6K
42	WADDELL & ASSOCIATES, LLC	Shares	21.9KSH	$191.8K
43	IFP Advisors, Inc	Shares	21.0KSH	$184.0K
44	LexAurum Advisors, LLC	Shares	20.9KSH	$183.2K
45	Abel Hall, LLC	Shares	20.3KSH	$177.8K
46	Activest Wealth Management	Shares	20.2KSH	$176.6K
47	NorthCrest Asset Manangement, LLC	Shares	18.2KSH	$169.1K
48	INDEPENDENT FINANCIAL GROUP, LLC	Shares	18.5KSH	$161.7K
49	MISSION WEALTH MANAGEMENT, LP	Shares	17.4KSH	$152.1K
50	KPP Advisory Services LLC	Shares	17.3KSH	$151.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 120 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+702.8K	+$6.1M	$6.8M
2	Foster Victor Wealth Advisors, LLC added	Shares	+286.6K	+$3.4M	$17.0M
3	Integras Partners LLC new	Shares	+218.1K	+$1.9M	$1.9M
4	D.A. DAVIDSON & CO. new	Shares	+189.8K	+$1.7M	$1.7M
5	Adams Asset Advisors, LLC added	Shares	+170.0K	+$1.4M	$2.5M
6	Sivia Capital Partners, LLC new	Shares	+144.1K	+$1.3M	$1.3M
7	QRG CAPITAL MANAGEMENT, INC. added	Shares	+153.1K	+$1.2M	$4.1M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+85.8K	+$944.3K	$2.5M
9	Simplify Asset Management Inc. new	Shares	+106.5K	+$931.9K	$931.9K
10	Merit Financial Group, LLC added	Shares	+105.1K	+$896.5K	$1.4M
11	Oak Thistle LLC new	Shares	+84.7K	+$741.3K	$741.3K
12	PFG Investments, LLC new	Shares	+57.1K	+$499.8K	$499.8K
13	Farther Finance Advisors, LLC added	Shares	+43.1K	+$378.2K	$612.4K
14	Wealthcare Advisory Partners LLC new	Shares	+31.8K	+$277.8K	$277.8K
15	Portside Wealth Group, LLC new	Shares	+26.8K	+$234.3K	$234.3K
16	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+27.8K	+$215.0K	$891.8K
17	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+20.4K	+$172.4K	$309.5K
18	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+18.5K	+$161.7K	$161.7K
19	MISSION WEALTH MANAGEMENT, LP new	Shares	+17.4K	+$152.1K	$152.1K
20	KPP Advisory Services LLC new	Shares	+17.3K	+$151.5K	$151.5K
21	Sequoia Financial Advisors, LLC added	Shares	+16.1K	+$135.3K	$276.9K
22	Symmetry Partners, LLC new	Shares	+15.1K	+$132.4K	$132.4K
23	Wealthquest Corp new	Shares	+12.4K	+$108.5K	$108.5K
24	CHIRON CAPITAL MANAGEMENT, LLC added	Shares	+13.0K	+$107.8K	$251.2K
25	Heritage Wealth Management, Inc. /CA/ new	Shares	+11.5K	+$101.0K	$101.0K
26	EverSource Wealth Advisors, LLC added	Shares	+11.7K	+$97.2K	$223.2K
27	CoreCap Advisors, LLC new	Shares	+9.2K	+$80.9K	$80.9K
28	IFP Advisors, Inc added	Shares	+9.5K	+$78.4K	$184.0K
29	Stokes Capital Advisors, LLC added	Shares	+7.5K	+$58.8K	$223.1K
30	Hickory Point Bank & Trust new	Shares	+6.0K	+$52.5K	$52.5K
31	180 WEALTH ADVISORS, LLC added	Shares	+6.8K	+$52.2K	$220.6K
32	Envestnet Portfolio Solutions, Inc. added	Shares	+6.2K	+$48.2K	$194.0K
33	True Wealth Design, LLC added	Shares	+4.9K	+$42.6K	$44.4K
34	Legacy Advisors, LLC added	Shares	+5.0K	+$39.5K	$148.8K
35	Cyndeo Wealth Partners, LLC added	Shares	+5.4K	+$39.5K	$221.7K
36	Provenance Wealth Advisors, LLC new	Shares	+2.5K	+$22.0K	$22.0K
37	MassMutual Private Wealth & Trust, FSB added	Shares	+2.5K	+$20.9K	$40.0K
38	NorthCrest Asset Manangement, LLC added	Shares	+807	+$20.2K	$169.1K
39	SBI Securities Co., Ltd. added	Shares	+2.8K	+$15.8K	$233.7K
40	Clear Trail Advisors, LLC added	Shares	+2.2K	+$12.1K	$193.6K
41	Blue Trust, Inc. added	Shares	+1.3K	+$10.8K	$18.8K
42	SJS Investment Consulting Inc. added	Shares	+1.2K	+$10.8K	$12.9K
43	Bangor Savings Bank new	Shares	+1.0K	+$9.0K	$9.0K
44	BARRETT & COMPANY, INC. added	Shares	+1.0K	+$8.6K	$13.1K
45	Crewe Advisors LLC added	Shares	+885	+$7.5K	$12.7K
46	Fortitude Family Office, LLC added	Shares	+641	+$5.6K	$6.0K
47	Avior Wealth Management, LLC added	Shares	+2.0K	+$5.5K	$298.7K
48	Wealth Enhancement Trust Services, Inc. new	Shares	+586	+$5.1K	$5.1K
49	GAMMA Investing LLC added	Shares	+601	+$4.5K	$23.7K
50	Drucker Wealth 3.0, LLC added	Shares	+2.2K	+$3.2K	$382.8K

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