CA
OTF

Clearstead Advisors’s Blue Owl Technology Finance Corp OTF Stock Holding History

Clearstead Advisors’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 		$91.4K Buy
8,829
+191
+2% +$2.12K ﹤0.01% 1320
2026
Q1 		$107K Buy
8,638
+138
+2% +$1.76K ﹤0.01% 1126
2025
Q4 		$124K Buy
+8,500
New +$119K ﹤0.01% 1057

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

Clearstead Advisors's OTF Position: Q2 2026 in Review

Clearstead Advisors increased its Blue Owl Technology Finance Corp (OTF) stake by 2.2% in Q2 2026, buying an estimated $2.12K and bringing the position to 8,829 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Clearstead Advisors first reported a position in OTF in Q4 2025 and has held it in 3 quarters since. The position peaked at $124K in Q4 2025. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Clearstead Advisors held 8,829 shares of Blue Owl Technology Finance Corp worth $91.4K as of Q2 2026.
  • Clearstead Advisors bought 191 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $2.12K.
  • Blue Owl Technology Finance Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1320 holding.
  • Clearstead Advisors first reported a position in Blue Owl Technology Finance Corp in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Blue Owl Technology Finance Corp position peaked at $124K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.