Filing Research | BLACKSTONE SECD LENDING FD Institutional Holdings

Snapshot holdings

50 / 86 loaded

#		Instrument	quantity
1	Sound Income Strategies, LLC	Shares	1.8MSH	$43.2M
2	Lunate Capital Ltd	Shares	1.0MSH	$23.7M
3	Clarity Financial LLC	Shares	718.1KSH	$17.0M
4	Columbus Macro, LLC	Shares	372.3KSH	$8.8M
5	LaFleur & Godfrey LLC	Shares	277.9KSH	$6.6M
6	Prota Financial, LLC	Shares	240.6KSH	$5.7M
7	OLD SECOND NATIONAL BANK OF AURORA	Shares	175.5KSH	$4.2M
8	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	146.6KSH	$3.5M
9	Amplius Wealth Advisors, LLC	Shares	146.3KSH	$3.5M
10	Pine Valley Investments Ltd Liability Co	Shares	115.5KSH	$2.7M
11	Sequoia Financial Advisors, LLC	Shares	109.4KSH	$2.6M
12	Avidian Wealth Enterprises, LLC	Shares	105.6KSH	$2.5M
13	INDEPENDENT FINANCIAL GROUP, LLC	Shares	104.5KSH	$2.5M
14	Guilbault Capital LLC	Shares	102.4KSH	$2.4M
15	BigSur Wealth Management LLC	Shares	90.1KSH	$2.2M
16	Embree Financial Group	Shares	86.7KSH	$2.1M
17	Register Financial Advisors LLC	Shares	85.2KSH	$2.0M
18	Stronghold Wealth Management L.L.C.	Shares	81.1KSH	$1.9M
19	Hennion & Walsh Asset Management, Inc.	Shares	76.1KSH	$1.8M
20	Bayshore Capital Advisors, LLC	Shares	60.9KSH	$1.4M
21	Cyndeo Wealth Partners, LLC	Shares	58.1KSH	$1.4M
22	River Street Advisors LLC	Shares	56.8KSH	$1.3M
23	Spire Wealth Management	Shares	54.6KSH	$1.3M
24	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	54.1KSH	$1.3M
25	Farther Finance Advisors, LLC	Shares	53.3KSH	$1.3M
26	Generali Investments CEE, investicni spolecnost, a.s.	Shares	52.9KSH	$1.3M
27	Mesirow Financial Investment Management, Inc.	Shares	51.7KSH	$1.2M
28	Adams Asset Advisors, LLC	Shares	50.2KSH	$1.2M
29	Ridgeline Wealth Planning, LLC	Shares	45.3KSH	$1.1M
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.2KSH	$942.8K
31	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	38.2KSH	$935.6K
32	Tempus Wealth Planning, LLC	Shares	39.0KSH	$924.8K
33	Apeiron RIA LLC	Shares	38.0KSH	$900.5K
34	Cornerstone Wealth Management, LLC	Shares	32.8KSH	$778.1K
35	Investment Partners Asset Management, Inc.	Shares	31.7KSH	$752.2K
36	Triumph Capital Management	Shares	30.2KSH	$715.6K
37	Platform Technology Partners	Shares	29.9KSH	$709.5K
38	Rathbones Group PLC	Shares	27.0KSH	$640.2K
39	HIGHLINE WEALTH PARTNERS LLC	Shares	24.1KSH	$571.4K
40	EVERPAR ADVISORS LLC	Shares	23.2KSH	$549.5K
41	Valeo Financial Advisors, LLC	Shares	23.0KSH	$544.2K
42	COLUMBIA ADVISORY PARTNERS LLC	Shares	22.9KSH	$543.7K
43	CIDEL ASSET MANAGEMENT INC	Shares	22.6KSH	$535.9K
44	Monument Capital Management	Shares	20.2KSH	$479.5K
45	Blue Trust, Inc.	Shares	19.8KSH	$470.5K
46	Sage Investment Counsel LLC	Shares	18.8KSH	$445.8K
47	Taylor & Morgan Wealth Management, LLC	Shares	16.4KSH	$388.3K
48	Tranquility Partners, LLC	Shares	15.7KSH	$373.2K
49	Forum Financial Management, LP	Shares	15.7KSH	$373.1K
50	Accredited Investors Inc.	Shares	15.0KSH	$355.6K

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

50 / 99 loaded

#		Instrument
1	Lunate Capital Ltd new	Shares	+1.0M	+$23.7M	$23.7M
2	Clarity Financial LLC new	Shares	+718.1K	+$17.0M	$17.0M
3	OLD SECOND NATIONAL BANK OF AURORA new	Shares	+175.5K	+$4.2M	$4.2M
4	Sound Income Strategies, LLC added	Shares	+99.9K	+$3.0M	$43.2M
5	Columbus Macro, LLC added	Shares	+124.2K	+$3.0M	$8.8M
6	River Street Advisors LLC new	Shares	+56.8K	+$1.3M	$1.3M
7	Bayshore Capital Advisors, LLC added	Shares	+35.9K	+$851.5K	$1.4M
8	HIGHLINE WEALTH PARTNERS LLC new	Shares	+24.1K	+$571.4K	$571.4K
9	CIDEL ASSET MANAGEMENT INC new	Shares	+22.6K	+$535.9K	$535.9K
10	Mesirow Financial Investment Management, Inc. added	Shares	+15.4K	+$366.0K	$1.2M
11	Hennion & Walsh Asset Management, Inc. added	Shares	+14.8K	+$352.2K	$1.8M
12	Prota Financial, LLC added	Shares	+11.7K	+$316.1K	$5.7M
13	Wedmont Private Capital new	Shares	+12.2K	+$286.7K	$286.7K
14	Sowell Financial Services LLC new	Shares	+10.7K	+$253.3K	$253.3K
15	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+9.5K	+$226.4K	$2.5M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.0K	+$225.3K	$942.8K
17	Guilbault Capital LLC added	Shares	+8.6K	+$206.6K	$2.4M
18	High Note Wealth, LLC new	Shares	+6.5K	+$154.9K	$154.9K
19	Monument Capital Management added	Shares	+5.8K	+$137.9K	$479.5K
20	Avidian Wealth Enterprises, LLC added	Shares	+5.7K	+$137.8K	$2.5M
21	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+4.6K	+$111.0K	$1.3M
22	Catalyst Capital Advisors LLC added	Shares	+4.7K	+$110.6K	$205.4K
23	Embree Financial Group added	Shares	+4.5K	+$108.2K	$2.1M
24	Investment Partners Asset Management, Inc. added	Shares	+4.3K	+$103.1K	$752.2K
25	Platform Technology Partners added	Shares	+3.9K	+$92.1K	$709.5K
26	Physician Wealth Advisors, Inc. new	Shares	+3.0K	+$71.1K	$71.1K
27	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+2.6K	+$63.6K	$3.5M
28	Stronghold Wealth Management L.L.C. added	Shares	+2.3K	+$55.9K	$1.9M
29	Triumph Capital Management added	Shares	+3.0K	+$50.0K	$715.6K
30	Sequoia Financial Advisors, LLC added	Shares	+1.9K	+$48.2K	$2.6M
31	Valeo Financial Advisors, LLC added	Shares	+1.4K	+$34.8K	$544.2K
32	Prospera Financial Services Inc added	Shares	+1.3K	+$30.7K	$327.1K
33	AdvisorNet Financial, Inc new	Shares	+1.0K	+$23.7K	$23.7K
34	Brucke Financial, Inc. added	Shares	+784	+$18.8K	$226.1K
35	Cooper Financial Group added	Shares	+507	+$12.2K	$225.1K
36	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$6.2K	$182.7K
37	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+194	+$4.8K	$206.3K
38	Tranquility Partners, LLC added	Shares	+160	+$4.1K	$373.2K
39	Accurate Wealth Management, LLC unchanged	Shares	0	+$3.7K	$278.7K
40	BEACON INVESTMENT ADVISORY SERVICES, INC. new	Shares	+147	+$3.5K	$3.5K
41	SALEM INVESTMENT COUNSELORS INC added	Shares	+125	+$3.1K	$6.1K
42	Roxbury Financial LLC new	Shares	+104	+$2.5K	$2.5K
43	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+80	+$2.1K	$232.1K
44	PVG ASSET MANAGEMENT CORP added	Shares	+110	+$2.0K	$313.1K
45	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	+$1.1K	$1.3M
46	Adams Asset Advisors, LLC unchanged	Shares	0	+$1.0K	$1.2M
47	Tempus Wealth Planning, LLC unchanged	Shares	0	+$781	$924.8K
48	Apeiron RIA LLC unchanged	Shares	0	+$759	$900.5K
49	EVERPAR ADVISORS LLC unchanged	Shares	0	+$464	$549.5K
50	COLUMBIA ADVISORY PARTNERS LLC unchanged	Shares	0	+$458	$543.7K

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