OFS Capital Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 109.95 K | $377.46 K | -28.23% | 0.82% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 92.67 K | $328.96 K | 12.70% | 0.69% |
| MARSHALL WACE, LLP | 05/15/2026 | 75.11 K | $266.65 K | -5.07% | 0.56% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 61.18 K | $217.19 K | -2.82% | 0.46% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 57.64 K | $204.62 K | 0.00% | 0.43% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 50.32 K | $178.64 K | 18.77% | 0.38% |
| VIDENT ADVISORY, LLC | 05/15/2026 | 49.24 K | $174.79 K | 100.00% | 0.37% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 44.01 K | $156.22 K | -39.08% | 0.33% |
| MORGAN STANLEY | 05/15/2026 | 39.56 K | $140.45 K | -74.88% | 0.30% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 35.79 K | $127.05 K | -38.12% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 26.20 K | $93.01 K | 100.00% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 23.30 K | $82.71 K | 100.00% | 0.17% |
| UBS GROUP AG | 05/05/2026 | 21.76 K | $77.25 K | 549.94% | 0.16% |
| SOA WEALTH ADVISORS, LLC. | 05/20/2026 | 19.67 K | $69.83 K | 4.95% | 0.15% |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 18.10 K | $64.26 K | 100.00% | 0.14% |
| XTX TOPCO LTD | 05/15/2026 | 16.64 K | $59.08 K | 100.00% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 15.04 K | $53.00 K | 0.00% | 0.11% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 13.50 K | $47.93 K | 0.00% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 13.25 K | $47.00 K | -5.36% | 0.10% |
| 04/10/2026 | 12.95 K | $45.97 K | 0.00% | 0.10% | |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 12.10 K | $42.96 K | 0.00% | 0.09% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 11.84 K | $42.04 K | -30.70% | 0.09% |
| ROYAL BANK OF CANADA | 05/15/2026 | 10.50 K | $37.00 K | -8.70% | 0.08% |
| LGT FINANCIAL ADVISORS LLC | 04/28/2026 | 3.09 K | $10.95 K | 100.00% | 0.02% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 1.95 K | $6.93 K | 1,293.57% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.11 K | $3.93 K | 118.58% | 0.01% |
| NBC SECURITIES, INC. | 04/14/2026 | 809 | $2.87 K | -71.30% | 0.01% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 500 | $1.78 K | 0.00% | 0.00% |
| CWM, LLC | 05/14/2026 | 100 | $355 | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 7 | $25 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 3 | $11 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2 | $7 | 0.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 1 | $4 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| US BANCORP \DE\ | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 05/06/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| ACCESS INVESTMENT MANAGEMENT LLC | 05/22/2026 | 0 | $0 | -100.00% | 0.00% |
| HARBOR ASSET PLANNING, INC. | 04/22/2026 | 0 | $0 | -100.00% | 0.00% |
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OFS Capital Corp institutional Ownership - FAQ's
During the previous two years, 57 institutional investors and hedge funds held shares of OFS Capital Corp. The most heavily invested institutionals were:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 109,948
Virtus Investment Advisers, Inc.: 92,665
MARSHALL WACE, LLP: 75,111
O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 61,181
Bulldog Investors, LLP: 57,639
Squarepoint Ops LLC: 50,322
6.06% of OFS Capital Corp stock is owned by institutional investors.
Institutional investors have bought a total of 2.33 M shares in the last 24 months. This purchase volume represents approximately $8.99 M in transactions.