Institutional Holders (2026 Q1)
385 + 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 | Muzinich & Co., Inc. | 9.85% | 1,188,414 | $28.2M |
| 2 | Prota Financial, LLC | 4.27% | 225,159 | $5.9M |
| 3 | Sound Income Strategies, LLC | 1.94% | 1,720,419 | $40.1M |
| 4 | SHIKIAR ASSET MANAGEMENT INC | 1.81% | 264,940 | $6K |
| 5 | QTR Family Wealth, LLC | 1.21% | 120,082 | $2.9M |
| 6 | DELPHI MANAGEMENT INC /MA/ | 1.21% | 42,611 | $1K |
| 7 | Register Financial Advisors LLC | 0.76% | 86,962 | $2.1M |
| 8 | Columbus Macro, LLC | 0.63% | 248,048 | $5.9M |
| 9 | BigSur Wealth Management LLC | 0.62% | 90,915 | $2.2M |
| 10 | Capstone Wealth Management Group LLC | 0.61% | 42,050 | $996K |
| 11 | Elm3 Financial Group, LLC | 0.60% | 29,835 | $707K |
| 12 | Sage Investment Counsel LLC | 0.49% | 18,801 | $445K |
| 13 | Naviter Wealth, LLC | 0.42% | 136,408 | $3.3M |
| 14 | Investment Partners Asset Management, Inc. | 0.40% | 27,401 | $649K |
| 15 | Amplius Wealth Advisors, LLC | 0.38% | 191,700 | $4.5M |
| 16 | STRS OHIO | 0.38% | 4,000,000 | $94.8M |
| 17 | COLUMBIA ADVISORY PARTNERS LLC | 0.35% | 22,930 | $543K |
| 18 | Comprehensive Money Management Services LLC | 0.28% | 17,881 | $424K |
| 19 | Bayshore Capital Advisors, LLC | 0.25% | 25,000 | $592K |
| 20 | Border to Coast Pensions Partnership Ltd | 0.24% | 600,000 | $14K |
| 21 | Bell Bank | 0.23% | 232,851 | $5.5M |
| 22 | Embree Financial Group | 0.23% | 82,174 | $1.9M |
| 23 | Taylor & Morgan Wealth Management, LLC | 0.23% | 16,798 | $398K |
| 24 | Apeiron RIA LLC | 0.21% | 37,978 | $900K |
| 25 | Activest Wealth Management | 0.19% | 45,855 | $1.1M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|