OCCI OFS Credit Company, Inc.
OFS Credit Company, Inc. (OCCI) Institutional Ownership
What the institutions did with OCCI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Virtus Investment Advisers, LLC | 392.3K | 30.0% |
| MORGAN STANLEY | 343.5K | 26.3% |
| Kestra Advisory Services, LLC | 112.9K | 8.6% |
| Meridian Wealth Management, LLC | 108.6K | 8.3% |
| JANE STREET GROUP, LLC | 62.3K | 4.8% |
| LPL Financial LLC | 51.0K | 3.9% |
| CITADEL ADVISORS LLC | 41.8K | 3.2% |
| HRT FINANCIAL LP | 23.7K | 1.8% |
| Cambridge Investment Research Advisors, Inc. | 21.3K | 1.6% |
| Cetera Investment Advisers | 19.7K | 1.5% |
| Advisory Solutions Group, LLC | 19.1K | 1.5% |
| TWO SIGMA SECURITIES, LLC | 15.6K | 1.2% |
| BOOTHBAY FUND MANAGEMENT, LLC | 14.6K | 1.1% |
| Prospera Financial Services Inc | 12.7K | 1.0% |
| Private Advisor Group, LLC | 12.4K | 1.0% |
| One Capital Management, LLC | 10.9K | 0.8% |
| Cresset Asset Management, LLC | 10.8K | 0.8% |
| UBS Group AG | 6.1K | 0.5% |
| NFSG Corp | 5.8K | 0.4% |
| NewEdge Advisors, LLC | 5.7K | 0.4% |
| OSAIC HOLDINGS, INC. | 3.9K | 0.3% |
| COMPASS FINANCIAL MANAGEMENT LLC | 2.8K | 0.2% |
| Global Retirement Partners, LLC | 2.7K | 0.2% |
| BNP PARIBAS FINANCIAL MARKETS | 2.4K | 0.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.0K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Virtus Investment Advisers, LLC | Reduced | 462.2K | 392.3K | -69.8K |
| UBS Group AG | Reduced | 60.5K | 6.1K | -54.4K |
| XTX Topco Ltd | Sold Out | 41.8K | 0 | -41.8K |
| CITADEL ADVISORS LLC | New | 0 | 41.8K | +41.8K |
| MORGAN STANLEY | Reduced | 383.2K | 343.5K | -39.7K |
| JANE STREET GROUP, LLC | Reduced | 92.8K | 62.3K | -30.4K |
| HRT FINANCIAL LP | New | 0 | 23.7K | +23.7K |
| Kestra Advisory Services, LLC | Increased | 92.9K | 112.9K | +20.0K |
| Cetera Investment Advisers | New | 0 | 19.7K | +19.7K |
| TWO SIGMA SECURITIES, LLC | New | 0 | 15.6K | +15.6K |
| BOOTHBAY FUND MANAGEMENT, LLC | New | 0 | 14.6K | +14.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 13.0K | 0 | -13.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | Sold Out | 12.8K | 0 | -12.8K |
| Private Advisor Group, LLC | New | 0 | 12.4K | +12.4K |
| Cambridge Investment Research Advisors, Inc. | Increased | 12.5K | 21.3K | +8.8K |
| LPL Financial LLC | Increased | 45.8K | 51.0K | +5.2K |
| NFSG Corp | Increased | 2.7K | 5.8K | +3.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | 4.5K | 2.0K | -2.5K |
| OSAIC HOLDINGS, INC. | Increased | 2.6K | 3.9K | +1.3K |
| Cresset Asset Management, LLC | Increased | 10.2K | 10.8K | +551 |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 2.0K | 2.4K | +434 |
| Pinnacle Wealth Planning Services, Inc. | Reduced | 962 | 790 | -172 |
| Prospera Financial Services Inc | Increased | 12.6K | 12.7K | +109 |
| WPG Advisers, LLC | Reduced | 589 | 493 | -96 |
| JPMORGAN CHASE & CO | Sold Out | 43 | 0 | -43 |
| HARBOUR INVESTMENTS, INC. | Increased | 256 | 270 | +14 |
| FIFTH THIRD BANCORP | Increased | 41 | 51 | +10 |
| ACTION POINT FINANCIAL PLANNING, LLC | New | 0 | 6 | +6 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.