| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $165.6M | 14.97M | Held | Q1 2026 |
| 2 | Cresset Asset Management, LLC | $83.3M | 7.29M | Added | Q1 2026 |
| 3 | Sound Income Strategies, LLC | $42.8M | 3.98M | Added | Q1 2026 |
| 4 | SOROS FUND MANAGEMENT LLC | $27.1M | 2.45M | New | Q1 2026 |
| 5 | PRIVATE MANAGEMENT GROUP INC | $27.0M | 2.17M | New | Q4 2025 |
| 6 | CITADEL ADVISORS LLC | $18.3M | 1.66M | Added | Q1 2026 |
| 7 | STEPHENS INC /AR/ | $17.6M | 1.59M | Reduced | Q1 2026 |
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $15.8M | 1.43M | Added | Q1 2026 |
| 9 | Trexquant Investment LP | $15.3M | 1.38M | Added | Q1 2026 |
| 10 | Allen Investment Management, LLC | $10.0M | 906.2K | Held | Q1 2026 |
| 11 | BROWN BROTHERS HARRIMAN & CO | $9.4M | 852.0K | New | Q1 2026 |
| 12 | NewEdge Wealth, LLC | $8.4M | 758.4K | Added | Q1 2026 |
| 13 | STATE STREET CORP | $7.1M | 621.7K | Added | Q1 2026 |
| 14 | IEQ CAPITAL, LLC | $6.8M | 614.6K | Added | Q1 2026 |
| 15 | SCS Capital Management LLC | $6.5M | 570.3K | Reduced | Q1 2026 |
| 16 | DANSKE BANK A/S | $6.3M | 570.2K | New | Q1 2026 |
| 17 | Chicago Partners Investment Group LLC | $6.3M | 538.7K | New | Q1 2026 |
| 18 | MAI Capital Management | $5.8M | 525.6K | Reduced | Q1 2026 |
| 19 | Verition Fund Management LLC | $5.5M | 500.0K | Added | Q1 2026 |
| 20 | Advisors Asset Management, Inc. | $5.4M | 484.6K | Added | Q1 2026 |
| 21 | AlphaCore Capital LLC | $5.1M | 445.6K | Added | Q1 2026 |
| 22 | Jain Global LLC | $4.9M | 445.5K | New | Q1 2026 |
| 23 | Arkadios Wealth Advisors | $4.7M | 421.4K | Added | Q1 2026 |
| 24 | Steward Partners Investment Advisory, LLC | $4.7M | 420.5K | Added | Q1 2026 |
| 25 | OPPENHEIMER & CO INC | $4.5M | 410.1K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft Corp.MSFT | 160 funds | $150.9B |
| Meta Platforms Inc Cl AMETA | 158 funds | $67.5B |
| LILLY ELI & CO COMLLY | 158 funds | $42.2B |
| Broadcom LtdAVGO | 157 funds | $76.6B |
| ISHARES TRCOST | 157 funds | $25.6B |
| Nvidia CorporationNVDA | 156 funds | $215.9B |
| Apple Inc.AAPL | 156 funds | $196.4B |
| Amazon.com IncAMZN | 156 funds | $110.5B |
| GOOGLE INCGOOGL | 156 funds | $89.2B |
| VANGUARD BD INDEX FDSTSLA | 156 funds | $51.7B |
| Jpmorgan Chase & Co - USJPM | 156 funds | $49.9B |
| Mastercard Inc-Class AMA | 156 funds | $24.2B |
Ranked by how many of OBDC's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OBDC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.