OCSL — Oaktree Specialty Lending Institutional Holders · Q3 2026
Who owns Oaktree Specialty Lending (OCSL)? 6 institutions reported holding $3.05M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($1.3M), Avaii Wealth Management, LLC ($729,089), Sound Income Strategies, LLC ($623,892).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.3M | 105,951 | Added |
| 2 | AVAII WEALTH MANAGEMENT, LLC | $729,089 | 61,242 | Added |
| 3 | Sound Income Strategies, LLC | $623,892 | 52,917 | Trimmed |
| 4 | Valeo Financial Advisors, LLC | $423,640 | 35,600 | Added |
| 5 | Farther Finance Advisors, LLC | $8,973 | 754 | Hold |
| 6 | Kaizen Financial Strategies | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30