Smartleaf Asset Management’s Blue Owl Capital OBDC Stock Holding History

Smartleaf Asset Management’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
2026 Q2	$1.08K	Hold	96	–	–	﹤0.01%	3088
2026 Q1	$1.05K	Hold	96	–	–	﹤0.01%	3110
2025 Q4	$1.23K	Buy	+96	New	+$1.22K	﹤0.01%	3121
2025 Q3	–	Sell	-197	Closed	-$2.86K	–	3050
2025 Q2	$2.86K	Buy	+197	New	+$2.8K	﹤0.01%	2229

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

CAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Smartleaf Asset Management's OBDC Position: Q2 2026 in Review

Smartleaf Asset Management held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 96 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3088.

Smartleaf Asset Management first reported a position in OBDC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.86K in Q2 2025. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Smartleaf Asset Management held 96 shares of Blue Owl Capital worth $1.08K as of Q2 2026.
Smartleaf Asset Management left its Blue Owl Capital share count unchanged in Q2 2026.
Blue Owl Capital made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3088 holding.
Smartleaf Asset Management first reported a position in Blue Owl Capital in Q2 2025 and has held it in 4 quarters since.
Smartleaf Asset Management's Blue Owl Capital position peaked at $2.86K in Q2 2025.
427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.