Cetera Investment Advisers
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Cetera Investment Advisers’s Blue Owl Capital OWL Stock Holding History

Cetera Investment Advisers’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.2M Buy
240,788
+120,075
+99% +$1.45M ﹤0.01% 2204
2025
Q4 		$1.8M Buy
120,713
+8,760
+8% +$137K ﹤0.01% 2305
2025
Q3 		$1.9M Buy
111,953
+10,232
+10% +$195K ﹤0.01% 2214
2025
Q2 		$1.95M Buy
101,721
+21,109
+26% +$390K ﹤0.01% 1864
2025
Q1 		$1.62M Buy
80,612
+36,352
+82% +$817K ﹤0.01% 1903
2024
Q4 		$1.03M Buy
44,260
+2,811
+7% +$64.3K ﹤0.01% 2138
2024
Q3 		$802K Buy
41,449
+17,171
+71% +$307K ﹤0.01% 2275
2024
Q2 		$431K Buy
24,278
+7,834
+48% +$144K ﹤0.01% 2705
2024
Q1 		$310K Buy
+16,444
New +$275K ﹤0.01% 3008

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Cetera Investment Advisers's OWL Position: Q1 2026 in Review

Cetera Investment Advisers increased its Blue Owl Capital (OWL) stake by 99% in Q1 2026, buying an estimated $1.45M and bringing the position to 240,788 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

Cetera Investment Advisers first reported a position in OWL in Q1 2024 and has held it in 9 quarters since. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Cetera Investment Advisers held 240,788 shares of Blue Owl Capital worth $2.2M as of Q1 2026.
  • Cetera Investment Advisers bought 120,075 Blue Owl Capital shares in Q1 2026, an estimated $1.45M.
  • Blue Owl Capital made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2204 holding.
  • Cetera Investment Advisers first reported a position in Blue Owl Capital in Q1 2024 and has held it in 9 quarters since.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.