Cetera Investment Advisers
OTF

Cetera Investment Advisers’s Blue Owl Technology Finance Corp OTF Stock Holding History

Cetera Investment Advisers’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$166K Buy
+16,005
New +$178K ﹤0.01% 4546
2026
Q1 		– Sell
-35,917
Closed -$522K – 5002
2025
Q4 		$522K Buy
+35,917
New +$504K ﹤0.01% 3400

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $453M AUM 134.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Cetera Investment Advisers's OTF Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in Blue Owl Technology Finance Corp (OTF) in Q2 2026: 16,005 shares worth $166K. The stake represents ﹤0.01% of the portfolio and ranks #4546 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in OTF as recently as Q4 2025.

Cetera Investment Advisers first reported a position in OTF in Q4 2025 and has held it in 2 quarters since. The position peaked at $522K in Q4 2025. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Cetera Investment Advisers held 16,005 shares of Blue Owl Technology Finance Corp worth $166K as of Q2 2026.
  • Blue Owl Technology Finance Corp was a new Cetera Investment Advisers position in Q2 2026.
  • Blue Owl Technology Finance Corp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4546 holding.
  • Cetera Investment Advisers first reported a position in Blue Owl Technology Finance Corp in Q4 2025 and has held it in 2 quarters since.
  • Cetera Investment Advisers's Blue Owl Technology Finance Corp position peaked at $522K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.