Ameritas Advisory Services’s Blue Owl Capital OBDC Stock Holding History

Ameritas Advisory Services’s Portfolio OBDC Stock Details OBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-70	Closed	-$1K	–	2664
2025 Q2	$1K	Buy	+70	New	+$994	﹤0.01%	2621

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Ameritas Advisory Services's OBDC Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Blue Owl Capital (OBDC) in Q3 2025, closing a stake of 70 shares — an estimated $1K sold.

Ameritas Advisory Services first reported a position in OBDC in Q2 2025 and held it in 1 quarter. The position peaked at $1K in Q2 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q3 2025.

Ameritas Advisory Services reported no remaining Blue Owl Capital position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 70 Blue Owl Capital shares in Q3 2025, an estimated $1K.
Ameritas Advisory Services first reported a position in Blue Owl Capital in Q2 2025 and held it in 1 quarter.
Ameritas Advisory Services's Blue Owl Capital position peaked at $1K in Q2 2025.
458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.