OFS Ofs Capital Corp
Ofs Capital Corp (OFS) Institutional Ownership
What the institutions did with OFS 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.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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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 |
|---|---|---|
| Callodine Capital Management, LP | 107.3K | 17.6% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 98.6K | 16.2% |
| Virtus Investment Advisers, LLC | 90.2K | 14.8% |
| Curi Capital, LLC | 65.0K | 10.6% |
| Vident Advisory, LLC | 41.8K | 6.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 34.8K | 5.7% |
| Concorde Asset Management, LLC | 33.6K | 5.5% |
| MORGAN STANLEY | 27.6K | 4.5% |
| Arkadios Wealth Advisors | 26.8K | 4.4% |
| SOA Wealth Advisors, LLC. | 19.7K | 3.2% |
| &PARTNERS | 13.5K | 2.2% |
| Prota Financial, LLC | 13.0K | 2.1% |
| Sanctuary Advisors, LLC | 12.1K | 2.0% |
| Janney Montgomery Scott LLC | 11.8K | 1.9% |
| ROYAL BANK OF CANADA | 7.5K | 1.2% |
| LGT Financial Advisors LLC | 3.1K | 0.5% |
| UBS Group AG | 1.4K | 0.2% |
| OSAIC HOLDINGS, INC. | 1.1K | 0.2% |
| NBC SECURITIES, INC. | 809 | 0.1% |
| SIMPLEX TRADING, LLC | 740 | 0.1% |
| Triumph Capital Management | 500 | 0.1% |
| Caitong International Asset Management Co., Ltd | 3 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Callodine Capital Management, LP | New | 0 | 107.3K | +107.3K |
| MARSHALL WACE, LLP | Sold Out | 75.1K | 0 | -75.1K |
| Curi Capital, LLC | New | 0 | 65.0K | +65.0K |
| Bulldog Investors, LLP | Sold Out | 57.6K | 0 | -57.6K |
| Squarepoint Ops LLC | Sold Out | 50.3K | 0 | -50.3K |
| TWO SIGMA INVESTMENTS, LP | Sold Out | 44.0K | 0 | -44.0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Reduced | 61.2K | 34.8K | -26.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 23.3K | 0 | -23.3K |
| UBS Group AG | Reduced | 21.8K | 1.4K | -20.4K |
| XTX Topco Ltd | Sold Out | 16.6K | 0 | -16.6K |
| Concorde Asset Management, LLC | Increased | 18.1K | 33.6K | +15.5K |
| Cambridge Investment Research Advisors, Inc. | Sold Out | 15.0K | 0 | -15.0K |
| MORGAN STANLEY | Reduced | 39.6K | 27.6K | -12.0K |
| RITHOLTZ WEALTH MANAGEMENT | Sold Out | 11.8K | 0 | -11.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Reduced | 109.9K | 98.6K | -11.3K |
| Arkadios Wealth Advisors | Reduced | 35.8K | 26.8K | -9.0K |
| Vident Advisory, LLC | Reduced | 49.2K | 41.8K | -7.5K |
| ROYAL BANK OF CANADA | Reduced | 10.5K | 7.5K | -3.0K |
| Virtus Investment Advisers, LLC | Reduced | 92.7K | 90.2K | -2.5K |
| Janney Montgomery Scott LLC | Reduced | 13.3K | 11.8K | -1.5K |
| SIMPLEX TRADING, LLC | Reduced | 2.0K | 740 | -1.2K |
| Allworth Financial LP | Sold Out | 7 | 0 | -7 |
| WELLS FARGO & COMPANY/MN | Sold Out | 2 | 0 | -2 |
| CITIGROUP INC | Sold Out | 1 | 0 | -1 |
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.