Clearstead Advisors, LLC - FS KKR CAP CORP II ownership

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of FS KKR CAP CORP II
ValueSharesWeighting
Q1 2021$12,000
+20.0%
6130.0%0.00%0.0%
Q4 2020$10,000
+11.1%
6130.0%0.00%0.0%
Q3 2020$9,000
+12.5%
6130.0%0.00%0.0%
Q2 2020$8,0006130.00%
Other shareholders
FS KKR CAP CORP II shareholders Q3 2023
NameSharesValueWeighting ↓
OAK HILL ADVISORS LP 8,865,805$173,149,00032.99%
Beach Point Capital Management LP 3,201,850$62,532,00013.74%
Kalos Management, Inc. 564,410$11,519,0003.59%
MARINER INVESTMENT GROUP LLC 53,422$1,043,0002.56%
Fountainhead AM, LLC 234,632$4,582,0002.44%
Callodine Capital Management, LP 205,000$4,004,0001.74%
CAPITAL WEALTH MANAGEMENT, LLC 82,844$1,618,0001.28%
Treybourne Wealth Planners, Inc. 88,775$1,734,0001.20%
Inspire Advisors, LLC 152,997$2,988,0001.08%
Barber Financial Group, Inc. 359,351$7,018,0001.02%
View complete list of FS KKR CAP CORP II shareholders