Institutional Holders (2026 Q2)
381 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BXSL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Lunate Capital Ltd | 12.11% | 1,000,818 | $23.7M |
| 2 | Muzinich & Co., Inc. | 9.70% | 1,197,277 | $28.4M |
| 3 | John & Kathleen Schreiber Foundation | 9.45% | 381,581 | $9.0M |
| 4 | Perissos Private Wealth Management, LLC | 3.78% | 236,287 | $5.6M |
| 5 | Prota Financial, LLC | 3.78% | 240,592 | $5.7M |
| 6 | QTR Family Wealth, LLC | 2.99% | 362,376 | $8.6M |
| 7 | Stronghold Wealth Management L.L.C. | 2.57% | 81,058 | $1.9M |
| 8 | Guilbault Capital LLC | 2.44% | 102,419 | $2.4M |
| 9 | Whipplewood Advisors, LLC | 1.94% | 121,437 | $2.9M |
| 10 | Sound Income Strategies, LLC | 1.94% | 1,820,327 | $43.2M |
| 11 | Osbon Capital Management LLC | 1.73% | 93,016 | $2.2M |
| 12 | All Terrain Financial Advisors, LLC | 1.50% | 389,924 | $9.2M |
| 13 | Clarity Financial LLC | 1.45% | 718,144 | $17.0M |
| 14 | Generali Asset Management SPA SGR | 1.12% | 2,602,594 | $61.7M |
| 15 | Quadrant Private Wealth Management, LLC | 1.09% | 198,067 | $4.8M |
| 16 | Progeny 3, Inc. | 0.94% | 772,156 | $18.3M |
| 17 | Ares Management LLC | 0.93% | 895,687 | $21.2M |
| 18 | Global Strategic Investment Solutions, LLC | 0.86% | 410,881 | $9.7M |
| 19 | Columbus Macro, LLC | 0.86% | 372,288 | $8.8M |
| 20 | Legacy Wealth Advisors, LLC | 0.82% | 79,982 | $1.9M |
| 21 | Smh Capital Advisors Inc | 0.81% | 8,662 | $205K |
| 22 | Old Second National Bank of Aurora | 0.78% | 175,465 | $4.2M |
| 23 | LaFleur & Godfrey LLC | 0.78% | 277,925 | $6.6M |
| 24 | TT Capital Management LLC | 0.76% | 41,350 | $980K |
| 25 | Regatta Research & Money Management | 0.69% | 30,851 | $731K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|