HoldingsChannel.com
Funds Holding OBDC

On this page, we present all of the funds holding OBDC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding OBDC, with a link to that fund's top holdings. The next columns indicate the amount of OBDC stock held by each of the funds holding OBDC, followed by the OBDC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 359 funds holding OBDC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by State of New Jersey Common Pension Fund E. For more details on the positions held by State of New Jersey Common Pension Fund E (or by any of the other funds holding OBDC), click the fund name in the "Holder" column of the funds-holding-OBDC table below.

HolderAmountPosition Size
($ in 1000's)
 As of
State of New Jersey Common Pension Fund E22,751,338$335,810 12/31/2023
     OBDC22,751,338$335,810 12/31/2023
Regents of The University of California17,508,185$258,421 12/31/2023
     OBDC17,508,185$258,421 12/31/2023
Bank of America Corp DE12,660,493$186,869 12/31/2023
     OBDC12,660,493$186,869 12/31/2023
Van ECK Associates Corp6,824,256$100,726 12/31/2023
     OBDC6,824,256$100,726 12/31/2023
Royal Bank of Canada6,547,509$96,641 12/31/2023
     OBDC6,547,509$96,641 12/31/2023
Brown University6,338,727$93,560 12/31/2023
     OBDC6,338,727$93,560 12/31/2023
Oregon Public Employees Retirement Fund5,000,000$73,800 12/31/2023
     OBDC5,000,000$73,800 12/31/2023
Morgan Stanley4,791,622$70,724 12/31/2023
     OBDC4,791,622$70,724 12/31/2023
Robert Wood Johnson Foundation4,218,864$62,270 12/31/2023
     OBDC4,218,864$62,270 12/31/2023
Transcend Wealth Collective LLC3,818,017$56,354 12/31/2023
     OBDC3,818,017$56,354 12/31/2023
LSV Asset Management3,468,600$51,197 12/31/2023
     OBDC3,468,600$51,197 12/31/2023
Hamilton Lane Advisors LLC3,251,812$47,997 12/31/2023
     OBDC3,251,812$47,997 12/31/2023
Ameriprise Financial Inc.3,212,542$47,362 12/31/2023
     OBDC3,212,542$47,362 12/31/2023
JPMorgan Chase & Co.3,094,517$45,675 12/31/2023
     OBDC3,094,517$45,675 12/31/2023
Stephens Inc. AR3,087,719$45,575 12/31/2023
     OBDC3,087,719$45,575 12/31/2023
Sound Income Strategies LLC2,603,592$40,043 03/31/2024
     OBDC2,603,592$40,043 03/31/2024
Strs Ohio2,198,487$32,449 12/31/2023
     OBDC2,198,487$32,449 12/31/2023
Border to Coast Pensions Partnership Ltd2,064,810$31,733 03/31/2024
     OBDC2,064,810$31,733 03/31/2024
Blue Owl Capital Holdings LP2,045,070$30,185 12/31/2023
     OBDC2,045,070$30,185 12/31/2023
Millennium Management LLC1,857,515$27,417 12/31/2023
     OBDC1,857,515$27,417 12/31/2023
Ares Management LLC1,717,119$25,345 12/31/2023
     OBDC1,717,119$25,345 12/31/2023
LPL Financial LLC1,716,696$25,338 12/31/2023
     OBDC1,716,696$25,338 12/31/2023
Next Capital Management LLC1,693,130$25,009 12/31/2023
     OBDC1,693,130$25,009 12/31/2023
Janney Montgomery Scott LLC1,611,740$23,789 12/31/2023
     OBDC1,611,740$23,789 12/31/2023
BlackRock Inc.1,398,447$20,641 12/31/2023
     OBDC1,398,447$20,641 12/31/2023
Johnson Financial Group Inc.1,299,424$19,635 12/31/2023
     OBDC1,299,424$19,635 12/31/2023
Mariner LLC1,155,364$17,068 12/31/2023
     OBDC1,155,364$17,068 12/31/2023
Goldman Sachs Group Inc.1,098,035$16,207 12/31/2023
     OBDC1,098,035$16,207 12/31/2023
CI Private Wealth LLC1,006,778$14,919 12/31/2023
     OBDC1,006,778$14,919 12/31/2023
Melia Wealth LLC899,130$13,829 03/31/2024
     OBDC899,130$13,829 03/31/2024
Advisor Group Holdings Inc.915,068$13,506 12/31/2023
     OBDC915,068$13,506 12/31/2023
Stifel Financial Corp903,327$13,333 12/31/2023
     OBDC903,327$13,333 12/31/2023
SCS Capital Management LLC881,379$13,009 12/31/2023
     OBDC881,379$13,009 12/31/2023
Raymond James & Associates831,716$12,792 03/31/2024
     OBDC831,716$12,792 03/31/2024
Cliffwater LLC816,233$12,048 12/31/2023
     OBDC816,233$12,048 12/31/2023
Wells Fargo & Company MN804,646$11,877 12/31/2023
     OBDC804,646$11,877 12/31/2023
Sumitomo Mitsui Trust Holdings Inc.753,430$11,588 03/31/2024
     OBDC753,430$11,588 03/31/2024
Pettinga Financial Advisors LLC719,998$11,074 03/31/2024
     OBDC719,998$11,074 03/31/2024
Capricorn Investment Group LLC743,794$10,978 12/31/2023
     OBDC743,794$10,978 12/31/2023
Mckinley Capital Management LLC Delaware741,373$10,943 12/31/2023
     OBDC741,373$10,943 12/31/2023
Muzinich & Co. Inc.733,934$10,833 12/31/2023
     OBDC733,934$10,833 12/31/2023
Edge Capital Group LLC717,844$10,595 12/31/2023
     OBDC717,844$10,595 12/31/2023
Trinity Financial Advisors LLC664,595$10,221 03/31/2024
     OBDC664,595$10,221 03/31/2024
Raymond James Financial Services Advisors Inc.652,007$10,028 03/31/2024
     OBDC652,007$10,028 03/31/2024
HighTower Advisors LLC659,375$9,718 12/31/2023
     OBDC659,375$9,718 12/31/2023
Commonwealth Equity Services LLC619,423$9,143 12/31/2023
     OBDC619,423$9,143 12/31/2023
Citadel Advisors LLC $9,062 12/31/2023
     OBDC600,843$8,868 12/31/2023
     Call34,400$508 12/31/2023
     Put21,300$314 12/31/2023
Tudor Investment Corp Et Al609,749$9,000 12/31/2023
     OBDC609,749$9,000 12/31/2023
UBS Group AG608,234$8,978 12/31/2023
     OBDC608,234$8,978 12/31/2023
Rockefeller Capital Management L.P.553,667$8,172 12/31/2023
     OBDC553,667$8,172 12/31/2023
Putnam Investments LLC521,506$7,697 12/31/2023
     OBDC521,506$7,697 12/31/2023
Chicago Partners Investment Group LLC484,470$7,626 03/31/2024
     OBDC484,470$7,626 03/31/2024
Acadian Asset Management LLC509,795$7,523 12/31/2023
     OBDC509,795$7,523 12/31/2023
MAI Capital Management465,953$6,877 12/31/2023
     OBDC465,953$6,877 12/31/2023
Oppenheimer & Co. Inc.454,719$6,712 12/31/2023
     OBDC454,719$6,712 12/31/2023
Qube Research & Technologies Ltd $6,420 12/31/2023
     OBDC445,741$6,579 12/31/2023
     Put10,800$159 12/31/2023
United Capital Financial Advisers LLC425,767$6,284 12/31/2023
     OBDC425,767$6,284 12/31/2023
Partners Group Holding AG407,693$6,018 12/31/2023
     OBDC407,693$6,018 12/31/2023
OMERS ADMINISTRATION Corp388,714$5,737 12/31/2023
     OBDC388,714$5,737 12/31/2023
Condor Capital Management375,186$5,538 12/31/2023
     OBDC375,186$5,538 12/31/2023
JNB Advisors LLC369,137$5,448 12/31/2023
     OBDC369,137$5,448 12/31/2023
Tectonic Advisors LLC367,031$5,417 12/31/2023
     OBDC367,031$5,417 12/31/2023
Credit Suisse AG361,852$5,341 12/31/2023
     OBDC361,852$5,341 12/31/2023
Perennial Investment Advisors LLC361,601$5,337 12/31/2023
     OBDC361,601$5,337 12/31/2023
HB Wealth Management LLC359,572$5,307 12/31/2023
     OBDC359,572$5,307 12/31/2023
Cerity Partners LLC355,029$5,274 12/31/2023
     OBDC355,029$5,274 12/31/2023
Salem Investment Counselors Inc.332,540$5,266 03/31/2024
     OBDC332,540$5,266 03/31/2024
Cambridge Investment Research Advisors Inc.338,795$5,211 03/31/2024
     OBDC338,795$5,211 03/31/2024
Legal & General Group Plc351,880$5,196 12/31/2023
     OBDC351,880$5,196 12/31/2023
Great West Life Assurance Co. Can346,649$5,085 12/31/2023
     OBDC346,649$5,085 12/31/2023
Naviter Wealth LLC277,209$4,365 03/31/2024
     OBDC277,209$4,365 03/31/2024
D.A. Davidson & CO.287,577$4,245 12/31/2023
     OBDC287,577$4,245 12/31/2023
ExodusPoint Capital Management LP282,072$4,163 12/31/2023
     OBDC282,072$4,163 12/31/2023
Epiq Partners LLC268,050$4,123 03/31/2024
     OBDC268,050$4,123 03/31/2024
Intrust Bank NA275,410$4,065 12/31/2023
     OBDC275,410$4,065 12/31/2023
Concurrent Investment Advisors LLC266,924$3,940 12/31/2023
     OBDC266,924$3,940 12/31/2023
GP Brinson Investments LLC255,381$3,928 03/31/2024
     OBDC255,381$3,928 03/31/2024
Texas Capital Bank Wealth Management Services Inc.264,360$3,902 12/31/2023
     OBDC264,360$3,902 12/31/2023
Advisors Asset Management Inc.261,495$3,860 12/31/2023
     OBDC261,495$3,860 12/31/2023
Callodine Capital Management LP259,747$3,834 12/31/2023
     OBDC259,747$3,834 12/31/2023
Two Sigma Advisers LP259,600$3,832 12/31/2023
     OBDC259,600$3,832 12/31/2023
Creative Planning242,545$3,580 12/31/2023
     OBDC242,545$3,580 12/31/2023
Jump Financial LLC241,297$3,562 12/31/2023
     OBDC241,297$3,562 12/31/2023
Hennion & Walsh Asset Management Inc.226,574$3,485 03/31/2024
     OBDC226,574$3,485 03/31/2024
Invesco Ltd.226,793$3,347 12/31/2023
     OBDC226,793$3,347 12/31/2023
Mercer Global Advisors Inc. ADV222,338$3,282 12/31/2023
     OBDC222,338$3,282 12/31/2023
Stratos Wealth Partners LTD.203,184$3,125 03/31/2024
     OBDC203,184$3,125 03/31/2024
Schonfeld Strategic Advisors LLC211,600$3,123 12/31/2023
     OBDC211,600$3,123 12/31/2023
Two Sigma Investments LP209,358$3,090 12/31/2023
     OBDC209,358$3,090 12/31/2023
Confluence Investment Management LLC198,966$3,060 03/31/2024
     OBDC198,966$3,060 03/31/2024
Quantbot Technologies LP205,171$3,028 12/31/2023
     OBDC205,171$3,028 12/31/2023
First Trust Advisors LP204,473$3,018 12/31/2023
     OBDC204,473$3,018 12/31/2023
DNB Asset Management AS193,587$2,977 03/31/2024
     OBDC193,587$2,977 03/31/2024
Prairiewood Capital LLC185,191$2,848 03/31/2024
     OBDC185,191$2,848 03/31/2024
CIBC World Markets Inc.188,304$2,779 12/31/2023
     OBDC188,304$2,779 12/31/2023
HRT Financial LP186,925$2,759 12/31/2023
     OBDC186,925$2,759 12/31/2023
WESPAC Advisors LLC178,589$2,747 03/31/2024
     OBDC178,589$2,747 03/31/2024
Gilbert & Cook Inc.179,147$2,644 12/31/2023
     OBDC179,147$2,644 12/31/2023
Pallas Capital Advisors LLC167,591$2,578 03/31/2024
     OBDC167,591$2,578 03/31/2024
Cubist Systematic Strategies LLC173,113$2,555 12/31/2023
     OBDC173,113$2,555 12/31/2023
Truvestments Capital LLC172,061$2,540 12/31/2023
     OBDC172,061$2,540 12/31/2023
Verus Capital Partners LLC164,400$2,427 12/31/2023
     OBDC164,400$2,427 12/31/2023
Steward Partners Investment Advisory LLC163,581$2,414 12/31/2023
     OBDC163,581$2,414 12/31/2023
Townsquare Capital LLC161,757$2,388 12/31/2023
     OBDC161,757$2,388 12/31/2023
Tranquility Partners LLC160,145$2,364 12/31/2023
     OBDC160,145$2,364 12/31/2023
Dfpg Investments LLC159,473$2,333 12/31/2023
     OBDC159,473$2,333 12/31/2023
Prevail Innovative Wealth Advisors LLC151,055$2,230 12/31/2023
     OBDC151,055$2,230 12/31/2023
Private Advisor Group LLC143,034$2,111 12/31/2023
     OBDC143,034$2,111 12/31/2023
Greenwich Investment Management Inc.140,390$2,072 12/31/2023
     OBDC140,390$2,072 12/31/2023
Susquehanna International Group LLP $1,997 12/31/2023
     Call182,400$2,692 12/31/2023
     Put64,800$956 12/31/2023
     OBDC17,695$261 12/31/2023
Carmel Capital Partners LLC128,896$1,982 03/31/2024
     OBDC128,896$1,982 03/31/2024
Standard Life Aberdeen plc133,141$1,965 12/31/2023
     OBDC133,141$1,965 12/31/2023
Kingswood Wealth Advisors LLC127,195$1,956 03/31/2024
     OBDC127,195$1,956 03/31/2024
Tradition Wealth Management LLC130,172$1,921 12/31/2023
     OBDC130,172$1,921 12/31/2023
D. E. Shaw & Co. Inc.127,117$1,876 12/31/2023
     OBDC127,117$1,876 12/31/2023
Beacon Investment Advisors LLC122,952$1,815 12/31/2023
     OBDC122,952$1,815 12/31/2023
The Manufacturers Life Insurance Company 117,776$1,738 12/31/2023
     OBDC117,776$1,738 12/31/2023
Dynamic Technology Lab Private Ltd117,024$1,727 12/31/2023
     OBDC117,024$1,727 12/31/2023
Intellectus Partners LLC112,229$1,696 12/31/2023
     OBDC112,229$1,696 12/31/2023
Fortem Financial Group LLC111,941$1,652 12/31/2023
     OBDC111,941$1,652 12/31/2023
GWM Advisors LLC107,734$1,590 12/31/2023
     OBDC107,734$1,590 12/31/2023
Legacy Capital Wealth Partners LLC107,657$1,589 12/31/2023
     OBDC107,657$1,589 12/31/2023
Nicholas Investment Partners LP106,685$1,575 12/31/2023
     OBDC106,685$1,575 12/31/2023
Brookstone Capital Management100,311$1,543 03/31/2024
     OBDC100,311$1,543 03/31/2024
Oarsman Capital Inc.102,564$1,514 12/31/2023
     OBDC102,564$1,514 12/31/2023
Capital Fund Management S.A.100,341$1,481 12/31/2023
     OBDC100,341$1,481 12/31/2023
Bridgewater Associates LP99,058$1,462 12/31/2023
     OBDC99,058$1,462 12/31/2023
Indaba Capital Management L.P.92,568$1,366 12/31/2023
     OBDC92,568$1,366 12/31/2023
SeaCrest Wealth Management LLC87,893$1,352 03/31/2024
     OBDC87,893$1,352 03/31/2024
Chaney Capital Management Inc.85,000$1,307 03/31/2024
     OBDC85,000$1,307 03/31/2024
Palogic Value Management L.P.87,230$1,288 12/31/2023
     OBDC87,230$1,288 12/31/2023
Honkamp Krueger Financial Services Inc.86,778$1,281 12/31/2023
     OBDC86,778$1,281 12/31/2023
Aquatic Capital Management LLC86,200$1,272 12/31/2023
     OBDC86,200$1,272 12/31/2023
HighPoint Advisor Group LLC82,052$1,264 12/31/2023
     OBDC82,052$1,264 12/31/2023
Envestnet Asset Management Inc.85,432$1,261 12/31/2023
     OBDC85,432$1,261 12/31/2023
Eagle Global Advisors LLC84,655$1,250 12/31/2023
     OBDC84,655$1,250 12/31/2023
Apollon Wealth Management LLC84,146$1,242 12/31/2023
     OBDC84,146$1,242 12/31/2023
First National Trust Co76,966$1,184 03/31/2024
     OBDC76,966$1,184 03/31/2024
Integrity Financial Corp WA79,563$1,174 12/31/2023
     OBDC79,563$1,174 12/31/2023
Koshinski Asset Management Inc.79,278$1,170 12/31/2023
     OBDC79,278$1,170 12/31/2023
Barnett & Company Inc.77,350$1,142 12/31/2023
     OBDC77,350$1,142 12/31/2023
Macquarie Group Ltd.77,200$1,139 12/31/2023
     OBDC77,200$1,139 12/31/2023
BI Asset Management Fondsmaeglerselskab A S75,381$1,113 12/31/2023
     OBDC75,381$1,113 12/31/2023
Bard Associates Inc.73,360$1,108 12/31/2023
     OBDC73,360$1,108 12/31/2023
Insigneo Advisory Services LLC72,881$1,101 12/31/2023
     OBDC72,881$1,101 12/31/2023
Atria Wealth Solutions Inc.71,650$1,074 12/31/2023
     OBDC71,650$1,074 12/31/2023
Valeo Financial Advisors LLC65,000$1,028 03/31/2024
     OBDC65,000$1,028 03/31/2024
AE Wealth Management LLC66,637$1,006 12/31/2023
     OBDC66,637$1,006 12/31/2023
Congress Wealth Management LLC DE 65,222$1,003 03/31/2024
     OBDC65,222$1,003 03/31/2024
Alps Advisors Inc.66,800$986 12/31/2023
     OBDC66,800$986 12/31/2023
Samalin Investment Counsel LLC64,487$952 12/31/2023
     OBDC64,487$952 12/31/2023
Ronald Blue Trust Inc.67,523$935 12/31/2023
     OBDC67,523$935 12/31/2023
Truist Financial Corp61,071$901 12/31/2023
     OBDC61,071$901 12/31/2023
Camden Capital LLC61,069$901 12/31/2023
     OBDC61,069$901 12/31/2023
Amplius Wealth Advisors LLC58,471$899 03/31/2024
     OBDC58,471$899 03/31/2024
Aigen Investment Management LP58,796$868 12/31/2023
     OBDC58,796$868 12/31/2023
GFS Advisors LLC54,935$845 03/31/2024
     OBDC54,935$845 03/31/2024
Cresset Asset Management LLC55,740$831 12/31/2023
     OBDC55,740$831 12/31/2023
Dudley Capital Management LLC55,550$820 12/31/2023
     OBDC55,550$820 12/31/2023
Greenland Capital Management LP55,000$812 12/31/2023
     OBDC55,000$812 12/31/2023
TruWealth Advisors LLC52,644$810 03/31/2024
     OBDC52,644$810 03/31/2024
Mackenzie Financial Corp53,850$795 12/31/2023
     OBDC53,850$795 12/31/2023
Wealth Enhancement Advisory Services LLC51,159$787 03/31/2024
     OBDC51,159$787 03/31/2024
Morse Asset Management Inc53,000$782 12/31/2023
     OBDC53,000$782 12/31/2023
Benjamin F. Edwards & Company Inc.51,300$757 12/31/2023
     OBDC51,300$757 12/31/2023
Group One Trading L.P. $748 12/31/2023
     Call65,400$965 12/31/2023
     Put38,300$565 12/31/2023
     OBDC23,589$348 12/31/2023
Comerica Bank50,109$740 12/31/2023
     OBDC50,109$740 12/31/2023
Neuberger Berman Group LLC50,024$738 12/31/2023
     OBDC50,024$738 12/31/2023
Csenge Advisory Group49,837$736 12/31/2023
     OBDC49,837$736 12/31/2023
WCG Wealth Advisors LLC49,102$725 12/31/2023
     OBDC49,102$725 12/31/2023
Channel Wealth LLC45,558$701 03/31/2024
     OBDC45,558$701 03/31/2024
Yarra Square Partners LP47,000$694 12/31/2023
     OBDC47,000$694 12/31/2023
The PNC Financial Services Group Inc.46,332$684 12/31/2023
     OBDC46,332$684 12/31/2023
Entropy Technologies LP46,328$684 12/31/2023
     OBDC46,328$684 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors46,023$679 12/31/2023
     OBDC46,023$679 12/31/2023
Cetera Advisor Networks LLC45,071$665 12/31/2023
     OBDC45,071$665 12/31/2023
Cetera Investment Advisers43,908$648 12/31/2023
     OBDC43,908$648 12/31/2023
Trexquant Investment LP43,303$639 12/31/2023
     OBDC43,303$639 12/31/2023
NewSquare Capital LLC40,586$599 12/31/2023
     OBDC40,586$599 12/31/2023
Kovack Advisors Inc.38,655$595 03/31/2024
     OBDC38,655$595 03/31/2024
IPG Investment Advisors LLC38,737$585 12/31/2023
     OBDC38,737$585 12/31/2023
U.S. Capital Wealth Advisors LLC39,645$585 12/31/2023
     OBDC39,645$585 12/31/2023
Golden State Equity Partners39,323$580 12/31/2023
     OBDC39,323$580 12/31/2023
Onyx Bridge Wealth Group LLC37,956$560 12/31/2023
     OBDC37,956$560 12/31/2023
Lido Advisors LLC36,403$550 12/31/2023
     OBDC36,403$550 12/31/2023
Cornerstone Wealth Management LLC34,770$535 03/31/2024
     OBDC34,770$535 03/31/2024
Redhawk Wealth Advisors Inc.35,866$529 12/31/2023
     OBDC35,866$529 12/31/2023
SG Americas Securities LLC34,842$514 12/31/2023
     OBDC34,842$514 12/31/2023
Beck Mack & Oliver LLC34,000$502 12/31/2023
     OBDC34,000$502 12/31/2023
Triumph Capital Management32,675$499 03/31/2024
     OBDC32,675$499 03/31/2024
Guggenheim Capital LLC33,804$499 12/31/2023
     OBDC33,804$499 12/31/2023
National Asset Management Inc.32,809$496 12/31/2023
     OBDC32,809$496 12/31/2023
Adams Asset Advisors LLC31,107$478 03/31/2024
     OBDC31,107$478 03/31/2024
NewEdge Wealth LLC32,394$478 12/31/2023
     OBDC32,394$478 12/31/2023
Avantax Advisory Services Inc.32,123$474 12/31/2023
     OBDC32,123$474 12/31/2023
Jane Street Group LLC $472 12/31/2023
     Call36,100$533 12/31/2023
     Put20,200$298 12/31/2023
     OBDC16,031$237 12/31/2023
Arete Wealth Advisors LLC31,989$472 12/31/2023
     OBDC31,989$472 12/31/2023
Chilton Investment Co. LLC31,912$471 12/31/2023
     OBDC31,912$471 12/31/2023
Mcdonald Partners LLC30,000$461 03/31/2024
     OBDC30,000$461 03/31/2024
Abundance Wealth Counselors29,568$455 03/31/2024
     OBDC29,568$455 03/31/2024
Ballentine Partners LLC29,328$451 03/31/2024
     OBDC29,328$451 03/31/2024
Bank of New York Mellon Corp29,272$450 03/31/2024
     OBDC29,272$450 03/31/2024
Demars Financial Group LLC29,166$449 03/31/2024
     OBDC29,166$449 03/31/2024
Winthrop Advisory Group LLC28,972$446 03/31/2024
     OBDC28,972$446 03/31/2024
Blair William & Co. IL29,814$440 12/31/2023
     OBDC29,814$440 12/31/2023
Brown Advisory Inc.28,385$437 03/31/2024
     OBDC28,385$437 03/31/2024
Strategies Wealth Advisors LLC27,520$423 03/31/2024
     OBDC27,520$423 03/31/2024
Wedbush Securities Inc.28,453$420 12/31/2023
     OBDC28,453$420 12/31/2023
Mirador Capital Partners LP27,182$418 03/31/2024
     OBDC27,182$418 03/31/2024
CAPROCK Group Inc.27,135$410 12/31/2023
     OBDC27,135$410 12/31/2023
BlueChip Wealth Advisors LLC27,740$409 12/31/2023
     OBDC27,740$409 12/31/2023
Captrust Financial Advisors27,476$406 12/31/2023
     OBDC27,476$406 12/31/2023
Prime Capital Investment Advisors LLC27,422$405 12/31/2023
     OBDC27,422$405 12/31/2023
Sage Mountain Advisors LLC25,990$400 03/31/2024
     OBDC25,990$400 03/31/2024
Arcus Capital Partners LLC25,738$396 03/31/2024
     OBDC25,738$396 03/31/2024
Pegasus Partners Ltd.25,000$384 03/31/2024
     OBDC25,000$384 03/31/2024
Wealthcare Advisory Partners LLC24,795$381 03/31/2024
     OBDC24,795$381 03/31/2024
Seven Eight Capital LP25,726$380 12/31/2023
     OBDC25,726$380 12/31/2023
Visionary Wealth Advisors25,475$376 12/31/2023
     OBDC25,475$376 12/31/2023
Kestra Advisory Services LLC25,433$375 12/31/2023
     OBDC25,433$375 12/31/2023
Wall Street Access Asset Management LLC25,097$370 12/31/2023
     OBDC25,097$370 12/31/2023
AXQ Capital LP24,600$367 12/31/2023
     OBDC24,600$367 12/31/2023
Ancora Advisors LLC24,552$362 12/31/2023
     OBDC24,552$362 12/31/2023
Pearl River Capital LLC24,226$358 12/31/2023
     OBDC24,226$358 12/31/2023
Teamwork Financial Advisors LLC22,978$353 03/31/2024
     OBDC22,978$353 03/31/2024
Axxcess Wealth Management LLC23,891$353 12/31/2023
     OBDC23,891$353 12/31/2023
Arkadios Wealth Advisors23,605$348 12/31/2023
     OBDC23,605$348 12/31/2023
Raymond James Trust N.A.22,487$346 03/31/2024
     OBDC22,487$346 03/31/2024
Boston Financial Mangement LLC22,811$337 12/31/2023
     OBDC22,811$337 12/31/2023
Proequities Inc. $336 12/31/2023
     OBDC22,223$336 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
DCM Advisors LLC22,614$334 12/31/2023
     OBDC22,614$334 12/31/2023
Perigon Wealth Management LLC22,521$332 12/31/2023
     OBDC22,521$332 12/31/2023
Quadrature Capital Ltd22,319$330 12/31/2023
     OBDC22,319$330 12/31/2023
Dixon Fnancial Services Inc.21,250$327 03/31/2024
     OBDC21,250$327 03/31/2024
Sowell Financial Services LLC21,373$323 12/31/2023
     OBDC21,373$323 12/31/2023
CFO4Life Group LLC21,817$322 12/31/2023
     OBDC21,817$322 12/31/2023
Wedmont Private Capital20,601$321 03/31/2024
     OBDC20,601$321 03/31/2024
Stratos Wealth Advisors LLC20,602$317 03/31/2024
     OBDC20,602$317 03/31/2024
Steel Peak Wealth Management LLC20,001$314 03/31/2024
     OBDC20,001$314 03/31/2024
Measured Wealth Private Client Group LLC20,334$313 03/31/2024
     OBDC20,334$313 03/31/2024
NovaPoint Capital LLC19,985$307 03/31/2024
     OBDC19,985$307 03/31/2024
Capital Performance Advisors LLP19,411$299 03/31/2024
     OBDC19,411$299 03/31/2024
Beacon Pointe Advisors LLC20,232$299 12/31/2023
     OBDC20,232$299 12/31/2023
Pasadena Private Wealth LLC19,313$297 03/31/2024
     OBDC19,313$297 03/31/2024
Signaturefd LLC19,821$293 12/31/2023
     OBDC19,821$293 12/31/2023
Cascade Investment Group Inc.19,025$281 12/31/2023
     OBDC19,025$281 12/31/2023
Simplicity Wealth LLC17,564$270 03/31/2024
     OBDC17,564$270 03/31/2024
Dark Forest Capital Management LP18,296$270 12/31/2023
     OBDC18,296$270 12/31/2023
Peninsula Wealth LLC18,242$269 12/31/2023
     OBDC18,242$269 12/31/2023
First Affirmative Financial Network17,401$268 03/31/2024
     OBDC17,401$268 03/31/2024
Core Wealth Partners LLC17,256$265 03/31/2024
     OBDC17,256$265 03/31/2024
TMD Wealth Management LLC17,400$257 12/31/2023
     OBDC17,400$257 12/31/2023
Anfield Capital Management LLC17,214$254 12/31/2023
     OBDC17,214$254 12/31/2023
Griffin Asset Management Inc.16,258$250 03/31/2024
     OBDC16,258$250 03/31/2024
Jefferies Financial Group Inc.16,852$249 12/31/2023
     OBDC16,852$249 12/31/2023
Austin Private Wealth LLC16,215$248 03/31/2024
     OBDC16,215$248 03/31/2024
Joel Isaacson & Co. LLC16,589$245 12/31/2023
     OBDC16,589$245 12/31/2023
Mirae Asset Global Investments Co. Ltd.16,297$241 12/31/2023
     OBDC16,297$241 12/31/2023
Savant Capital LLC16,193$239 12/31/2023
     OBDC16,193$239 12/31/2023
Alpha DNA Investment Management LLC16,092$238 12/31/2023
     OBDC16,092$238 12/31/2023
Accredited Investors Inc.15,969$236 12/31/2023
     OBDC15,969$236 12/31/2023
Icon Wealth Advisors LLC15,999$236 12/31/2023
     OBDC15,999$236 12/31/2023
Global Assets Advisory LLC15,280$235 03/31/2024
     OBDC15,280$235 03/31/2024
Snowden Capital Advisors LLC15,493$229 12/31/2023
     OBDC15,493$229 12/31/2023
Keystone Financial Group15,208$224 12/31/2023
     OBDC15,208$224 12/31/2023
Cruiser Capital Advisors LLC15,000$221 12/31/2023
     OBDC15,000$221 12/31/2023
Mission Wealth Management LP14,710$217 12/31/2023
     OBDC14,710$217 12/31/2023
Premier Path Wealth Partners LLC14,000$215 03/31/2024
     OBDC14,000$215 03/31/2024
Keebeck Alpha LP14,068$208 12/31/2023
     OBDC14,068$208 12/31/2023
Bank of Montreal Can13,585$207 12/31/2023
     OBDC13,585$207 12/31/2023
Mach 1 Financial Group Inc.14,012$207 12/31/2023
     OBDC14,012$207 12/31/2023
CAP Partners LLC13,341$205 03/31/2024
     OBDC13,341$205 03/31/2024
CIBC Private Wealth Group LLC13,911$205 12/31/2023
     OBDC13,911$205 12/31/2023
Hyperion Partners LLC13,007$200 03/31/2024
     OBDC13,007$200 03/31/2024
Atomi Financial Group Inc.13,254$196 12/31/2023
     OBDC13,254$196 12/31/2023
DGS Capital Management LLC12,170$187 03/31/2024
     OBDC12,170$187 03/31/2024
Ausdal Financial Partners Inc.11,935$184 03/31/2024
     OBDC11,935$184 03/31/2024
Innealta Capital LLC12,266$181 12/31/2023
     OBDC12,266$181 12/31/2023
Global Retirement Partners LLC11,642$179 03/31/2024
     OBDC11,642$179 03/31/2024
Deerfield Management Company L.P. Series C12,140$179 12/31/2023
     OBDC12,140$179 12/31/2023
Cooperman Leon G12,000$177 12/31/2023
     OBDC12,000$177 12/31/2023
Mandatum Life Insurance Co Ltd11,836$175 12/31/2023
     OBDC11,836$175 12/31/2023
Total Clarity Wealth Management Inc.11,053$170 03/31/2024
     OBDC11,053$170 03/31/2024
Good Life Advisors LLC11,407$168 12/31/2023
     OBDC11,407$168 12/31/2023
Sawtooth Solutions LLC11,220$166 12/31/2023
     OBDC11,220$166 12/31/2023
Bleakley Financial Group LLC11,220$166 12/31/2023
     OBDC11,220$166 12/31/2023
ZWJ Investment Counsel Inc.10,670$164 03/31/2024
     OBDC10,670$164 03/31/2024
Integrated Wealth Concepts LLC11,025$163 12/31/2023
     OBDC11,025$163 12/31/2023
TCTC Holdings LLC10,862$160 12/31/2023
     OBDC10,862$160 12/31/2023
Centiva Capital LP10,837$160 12/31/2023
     OBDC10,837$160 12/31/2023
IHT Wealth Management LLC10,721$158 12/31/2023
     OBDC10,721$158 12/31/2023
Register Financial Advisors LLC10,172$156 03/31/2024
     OBDC10,172$156 03/31/2024
Latitude Advisors LLC10,095$155 03/31/2024
     OBDC10,095$155 03/31/2024
Baird Financial Group Inc.10,401$154 12/31/2023
     OBDC10,401$154 12/31/2023
Global Strategic Investment Solutions LLC10,427$154 12/31/2023
     OBDC10,427$154 12/31/2023
Kingsview Wealth Management LLC10,249$151 12/31/2023
     OBDC10,249$151 12/31/2023
Lincoln National Corp10,087$149 12/31/2023
     OBDC10,087$149 12/31/2023
BCJ Capital Management LLC10,113$149 12/31/2023
     OBDC10,113$149 12/31/2023
Benchmark Investment Advisors LLC10,113$149 12/31/2023
     OBDC10,113$149 12/31/2023
Dorsey & Whitney Trust CO LLC10,000$148 12/31/2023
     OBDC10,000$148 12/31/2023
Telemus Capital LLC10,000$148 12/31/2023
     OBDC10,000$148 12/31/2023
Tower Research Capital LLC TRC 9,876$146 12/31/2023
     OBDC9,876$146 12/31/2023
Nomura Asset Management Co. Ltd.9,803$145 12/31/2023
     OBDC9,803$145 12/31/2023
Parallel Advisors LLC9,500$140 12/31/2023
     OBDC9,500$140 12/31/2023
Farther Finance Advisors LLC9,235$136 12/31/2023
     OBDC9,235$136 12/31/2023
Barclays PLC8,971$132 12/31/2023
     OBDC8,971$132 12/31/2023
EntryPoint Capital LLC8,254$122 12/31/2023
     OBDC8,254$122 12/31/2023
Citigroup Inc.7,797$115 12/31/2023
     OBDC7,797$115 12/31/2023
Cape Investment Advisory Inc.6,604$97 12/31/2023
     OBDC6,604$97 12/31/2023
PARK CIRCLE Co6,272$93 12/31/2023
     OBDC6,272$93 12/31/2023
Advisory Services Network LLC6,075$90 12/31/2023
     OBDC6,075$90 12/31/2023
Tucker Asset Management LLC5,506$81 12/31/2023
     OBDC5,506$81 12/31/2023
Global Wealth Management Investment Advisory Inc.5,201$77 12/31/2023
     OBDC5,201$77 12/31/2023
Parkside Financial Bank & Trust4,444$66 12/31/2023
     OBDC4,444$66 12/31/2023
LM Advisors LLC4,445$66 12/31/2023
     OBDC4,445$66 12/31/2023
CVA Family Office LLC4,100$63 03/31/2024
     OBDC4,100$63 03/31/2024
Edmond DE Rothschild Holding S.A.3,874$57 12/31/2023
     OBDC3,874$57 12/31/2023
Westend Capital Management LLC3,625$56 03/31/2024
     OBDC3,625$56 03/31/2024
Huntington National Bank3,700$55 12/31/2023
     OBDC3,700$55 12/31/2023
US Bancorp DE3,500$52 12/31/2023
     OBDC3,500$52 12/31/2023
Spire Wealth Management3,300$51 03/31/2024
     OBDC3,300$51 03/31/2024
nVerses Capital LLC2,900$45 03/31/2024
     OBDC2,900$45 03/31/2024
Northwestern Mutual Wealth Management Co.3,044$45 12/31/2023
     OBDC3,044$45 12/31/2023
FIL Ltd2,909$43 12/31/2023
     OBDC2,909$43 12/31/2023
GPS Wealth Strategies Group LLC2,755$41 12/31/2023
     OBDC2,755$41 12/31/2023
Newbridge Financial Services Group Inc.2,633$40 03/31/2024
     OBDC2,633$40 03/31/2024
Tyler Stone Wealth Management2,640$39 12/31/2023
     OBDC2,640$39 12/31/2023
Coppell Advisory Solutions LLC2,608$38 12/31/2023
     OBDC2,608$38 12/31/2023
Lazard Asset Management LLC2,508$37 12/31/2023
     OBDC2,508$37 12/31/2023
Heritage Wealth Advisors2,200$32 12/31/2023
     OBDC2,200$32 12/31/2023
Penserra Capital Management LLC2,176$32 12/31/2023
     OBDC2,176$32 12/31/2023
Life Planning Partners Inc1,629$24 12/31/2023
     OBDC1,629$24 12/31/2023
Harbour Investments Inc.1,586$23 12/31/2023
     OBDC1,586$23 12/31/2023
Macroview Investment Management LLC1,523$22 12/31/2023
     OBDC1,523$22 12/31/2023
AllSquare Wealth Management LLC1,400$21 12/31/2023
     OBDC1,400$21 12/31/2023
Pinnacle Bank1,175$18 03/31/2024
     OBDC1,175$18 03/31/2024
Clear Street Markets LLC1,200$18 12/31/2023
     OBDC1,200$18 12/31/2023
CWM LLC1,047$16 03/31/2024
     OBDC1,047$16 03/31/2024
Tompkins Financial Corp965$15 03/31/2024
     OBDC965$15 03/31/2024
Retirement Group LLC980$14 12/31/2023
     OBDC980$14 12/31/2023
Raleigh Capital Management Inc.920$14 12/31/2023
     OBDC920$14 12/31/2023
EverSource Wealth Advisors LLC802$12 12/31/2023
     OBDC802$12 12/31/2023
Beacon Capital Management LLC790$11 12/31/2023
     OBDC790$11 12/31/2023
FNY Investment Advisers LLC700$10 12/31/2023
     OBDC700$10 12/31/2023
HighMark Wealth Management LLC629$9 12/31/2023
     OBDC629$9 12/31/2023
Financial Connections Group Inc.642$9 12/31/2023
     OBDC642$9 12/31/2023
AdvisorNet Financial Inc539$8 03/31/2024
     OBDC539$8 03/31/2024
Gradient Investments LLC497$8 03/31/2024
     OBDC497$8 03/31/2024
Archer Investment Corp350$5 12/31/2023
     OBDC350$5 12/31/2023
Spectrum Wealth Counsel LLC340$5 12/31/2023
     OBDC340$5 12/31/2023
Private Trust Co. NA204$3 03/31/2024
     OBDC204$3 03/31/2024
Halpern Financial Inc.200$3 03/31/2024
     OBDC200$3 03/31/2024
WealthCollab LLC143$2 12/31/2023
     OBDC143$2 12/31/2023
Venturi Wealth Management LLC66$1 03/31/2024
     OBDC66$1 03/31/2024
Hexagon Capital Partners LLC50$1 03/31/2024
     OBDC50$1 03/31/2024
GAMMA Investing LLC62$1 03/31/2024
     OBDC62$1 03/31/2024
FMR LLC3$0 12/31/2023
     OBDC3$0 12/31/2023
SRS Capital Advisors Inc.14$0 12/31/2023
     OBDC14$0 12/31/2023
Prelude Capital Management LLC $-183 12/31/2023
     Put12,400$183 12/31/2023
Parallax Volatility Advisers L.P.610,700$-9,014 12/31/2023
     Put610,700$9,014 12/31/2023

See Summary: Institutional Holders of OBDC
See Details: Top 10 Hedge Funds Holding OBDC
Also See: OBDC Holdings Changes

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