Filing Research | BLUE OWL CAPITAL CORPORATION Institutional Holdings

Snapshot holdings

50 / 101 loaded

#		Instrument	quantity
1	Sound Income Strategies, LLC	Shares	4.2MSH	$45.7M
2	HAMILTON LANE ADVISORS LLC	Shares	3.4MSH	$37.0M
3	Union Bancaire Privee, UBP SA	Shares	12.2KSH	$21.4M
4	Apollon Wealth Management, LLC	Shares	1.8MSH	$19.1M
5	Lunate Capital Ltd	Shares	1.2MSH	$13.0M
6	Trinity Financial Advisors LLC	Shares	1.1MSH	$12.5M
7	EPIQ PARTNERS, LLC	Shares	537.6KSH	$5.8M
8	Prota Financial, LLC	Shares	525.2KSH	$5.7M
9	Bayshore Capital Advisors, LLC	Shares	467.5KSH	$5.1M
10	GP Brinson Investments LLC	Shares	404.2KSH	$4.4M
11	Columbus Macro, LLC	Shares	392.2KSH	$4.3M
12	Pettinga Financial Advisors LLC	Shares	386.4KSH	$4.2M
13	Hennion & Walsh Asset Management, Inc.	Shares	353.6KSH	$3.8M
14	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	263.3KSH	$2.9M
15	Adams Asset Advisors, LLC	Shares	197.7KSH	$2.1M
16	CARY STREET PARTNERS FINANCIAL LLC	Shares	171.0KSH	$1.9M
17	INDEPENDENT FINANCIAL GROUP, LLC	Shares	169.3KSH	$1.8M
18	D.A. DAVIDSON & CO.	Shares	162.1KSH	$1.8M
19	Tranquility Partners, LLC	Shares	151.3KSH	$1.6M
20	Y-Intercept (Hong Kong) Ltd	Shares	133.8KSH	$1.5M
21	Brookstone Capital Management	Shares	125.0KSH	$1.4M
22	Generali Investments CEE, investicni spolecnost, a.s.	Shares	119.7KSH	$1.3M
23	FAMILY WEALTH PARTNERS, LLC	Shares	88.4KSH	$960.7K
24	Diversified Trust Co	Shares	73.0KSH	$793.6K
25	Valeo Financial Advisors, LLC	Shares	69.2KSH	$751.7K
26	Granite FO LLC	Shares	67.3KSH	$731.6K
27	Farther Finance Advisors, LLC	Shares	65.5KSH	$711.7K
28	Cordoba Advisory Partners LLC	Shares	51.3KSH	$573.5K
29	CIDEL ASSET MANAGEMENT INC	Shares	48.8KSH	$530.8K
30	Trust Investment Advisors	Shares	48.7KSH	$529.5K
31	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	45.9KSH	$498.9K
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	45.4KSH	$497.5K
33	TrueMark Investments, LLC	Shares	30.4KSH	$330.6K
34	Hyposwiss Advisors SA	Shares	30.4KSH	$330.4K
35	Ballentine Partners, LLC	Shares	29.3KSH	$318.8K
36	B. Riley Wealth Advisors, Inc.	Shares	27.3KSH	$304.2K
37	Triumph Capital Management	Shares	27.2KSH	$296.0K
38	J.W. COLE ADVISORS, INC.	Shares	26.7KSH	$290.2K
39	Welch Group, LLC	Shares	26.2KSH	$284.3K
40	Accurate Wealth Management, LLC	Shares	25.6KSH	$280.3K
41	Wedmont Private Capital	Shares	23.8KSH	$261.0K
42	Atala Financial Inc	Shares	23.3KSH	$253.6K
43	BFSG, LLC	Shares	22.9KSH	$249.3K
44	Wealthcare Advisory Partners LLC	Shares	21.5KSH	$233.9K
45	SALEM INVESTMENT COUNSELORS INC	Shares	20.0KSH	$220.8K
46	Prospera Financial Services Inc	Shares	20.1KSH	$218.7K
47	Brucke Financial, Inc.	Shares	20.1KSH	$218.2K
48	SIGNATUREFD, LLC	Shares	19.0KSH	$206.2K
49	Amplius Wealth Advisors, LLC	Shares	18.8KSH	$204.5K
50	Ignite Planners, LLC	Shares	18.4KSH	$199.7K

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

50 / 111 loaded

#		Instrument
1	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$21.3M	$21.4M
2	Lunate Capital Ltd new	Shares	+1.2M	+$13.0M	$13.0M
3	Columbus Macro, LLC new	Shares	+392.2K	+$4.3M	$4.3M
4	Sound Income Strategies, LLC added	Shares	+228.0K	+$2.9M	$45.7M
5	Bayshore Capital Advisors, LLC added	Shares	+77.5K	+$768.4K	$5.1M
6	CIDEL ASSET MANAGEMENT INC new	Shares	+48.8K	+$530.8K	$530.8K
7	Trinity Financial Advisors LLC added	Shares	+66.4K	+$479.8K	$12.5M
8	Y-Intercept (Hong Kong) Ltd added	Shares	+45.2K	+$474.2K	$1.5M
9	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+39.0K	+$380.9K	$2.9M
10	Adams Asset Advisors, LLC added	Shares	+28.0K	+$271.6K	$2.1M
11	Prota Financial, LLC added	Shares	+29.5K	+$189.4K	$5.7M
12	First Heartland Consultants, Inc. new	Shares	+17.3K	+$188.4K	$188.4K
13	Hyposwiss Advisors SA added	Shares	+15.0K	+$159.8K	$330.4K
14	High Note Wealth, LLC new	Shares	+13.8K	+$150.5K	$150.5K
15	Activest Wealth Management new	Shares	+13.0K	+$141.2K	$141.2K
16	Everhart Financial Group, Inc. new	Shares	+12.5K	+$135.6K	$135.6K
17	Focus Financial Network, Inc. new	Shares	+10.8K	+$117.6K	$117.6K
18	Attessa Capital LLC new	Shares	+10.0K	+$108.7K	$108.7K
19	Wedmont Private Capital added	Shares	+9.4K	+$105.8K	$261.0K
20	Catalyst Capital Advisors LLC added	Shares	+9.5K	+$102.1K	$198.4K
21	FAMILY WEALTH PARTNERS, LLC added	Shares	+10.6K	+$101.3K	$960.7K
22	Prospera Financial Services Inc added	Shares	+9.0K	+$96.2K	$218.7K
23	Ignite Planners, LLC added	Shares	+8.2K	+$93.5K	$199.7K
24	VISION FINANCIAL MARKETS LLC added	Shares	+3.8K	+$41.0K	$52.3K
25	EverSource Wealth Advisors, LLC added	Shares	+3.8K	+$39.8K	$130.1K
26	HIGHLINE WEALTH PARTNERS LLC new	Shares	+3.2K	+$34.8K	$34.8K
27	Bogart Wealth, LLC new	Shares	+3.0K	+$32.6K	$32.6K
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.9K	+$25.4K	$497.5K
29	Accurate Wealth Management, LLC added	Shares	+1.9K	+$23.4K	$280.3K
30	Valeo Financial Advisors, LLC added	Shares	+3.2K	+$22.1K	$751.7K
31	Cordoba Advisory Partners LLC added	Shares	+2.0K	+$11.3K	$573.5K
32	B. Riley Wealth Advisors, Inc. added	Shares	+17	+$7.3K	$304.2K
33	Farther Finance Advisors, LLC trimmed	Shares	-24	+$7.0K	$711.7K
34	Brookstone Capital Management added	Shares	+2.6K	+$5.4K	$1.4M
35	Cape Investment Advisory, Inc. new	Shares	+500	+$5.4K	$5.4K
36	Teamwork Financial Advisors, LLC added	Shares	+604	+$4.5K	$124.6K
37	Welch Group, LLC added	Shares	+813	+$4.0K	$284.3K
38	Atala Financial Inc unchanged	Shares	0	+$2.7K	$253.6K
39	Bank Pictet & Cie (Europe) AG added	Shares	+469	+$2.4K	$157.1K
40	BFSG, LLC added	Shares	+503	+$1.2K	$249.3K
41	JFS WEALTH ADVISORS, LLC new	Shares	+66	+$738	$738
42	Spire Wealth Management new	Shares	+50	+$544	$544
43	PARK AVENUE SECURITIES LLC new	Shares	+29.6K	+$321	$321
44	LRI Investments, LLC added	Shares	+20	+$96	$6.8K
45	DHJJ Financial Advisors, Ltd. added	Shares	+3	+$32	$66
46	FNY Investment Advisers, LLC added	Shares	+2.2K	+$24	$29
47	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$49	$2.8K
48	Bank of New Hampshire unchanged	Shares	0	-$95	$5.4K
49	AdvisorNet Financial, Inc unchanged	Shares	0	-$98	$5.6K
50	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$133	$7.6K

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