OXSQ Oxford Square Capital Corp.
Oxford Square Capital Corp. (OXSQ) Institutional Ownership
What the institutions did with OXSQ 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 |
|---|---|---|
| Legal & General Group Plc | 725.2K | 24.5% |
| UBS Group AG | 302.5K | 10.2% |
| BlackRock, Inc. | 290.0K | 9.8% |
| Virtus Investment Advisers, LLC | 239.3K | 8.1% |
| HRT FINANCIAL LP | 225.3K | 7.6% |
| Strategic Wealth Partners, Ltd. | 126.0K | 4.3% |
| BRIAN LOW FINANCIAL GROUP, LLC | 126.0K | 4.3% |
| Silverberg Bernstein Capital Management LLC | 106.7K | 3.6% |
| CANADA LIFE ASSURANCE Co | 99.1K | 3.3% |
| MORGAN STANLEY | 91.3K | 3.1% |
| Founders Financial Alliance, LLC | 84.9K | 2.9% |
| TWO SIGMA INVESTMENTS, LP | 68.7K | 2.3% |
| LPL Financial LLC | 58.0K | 2.0% |
| Ethos Financial Group, LLC | 38.8K | 1.3% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 37.5K | 1.3% |
| TWO SIGMA SECURITIES, LLC | 31.3K | 1.1% |
| BostonPremier Wealth LLC | 26.0K | 0.9% |
| Cetera Investment Advisers | 22.7K | 0.8% |
| Parkside Financial Bank & Trust | 22.2K | 0.7% |
| Arkadios Wealth Advisors | 22.0K | 0.7% |
| Sigma Planning Corp | 21.9K | 0.7% |
| Cambridge Investment Research Advisors, Inc. | 21.7K | 0.7% |
| StoneX Group Inc. | 19.6K | 0.7% |
| LeClair Wealth Partners LLC | 18.1K | 0.6% |
| United Bank | 15.4K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Sold Out | 202.6K | 0 | -202.6K |
| UBS Group AG | Increased | 112.8K | 302.5K | +189.8K |
| XTX Topco Ltd | Sold Out | 162.2K | 0 | -162.2K |
| HRT FINANCIAL LP | Increased | 80.2K | 225.3K | +145.1K |
| Legal & General Group Plc | Increased | 587.3K | 725.2K | +137.8K |
| Strategic Wealth Partners, Ltd. | New | 0 | 126.0K | +126.0K |
| BRIAN LOW FINANCIAL GROUP, LLC | New | 0 | 126.0K | +126.0K |
| Virtu Financial LLC | Sold Out | 119.8K | 0 | -119.8K |
| Kingsview Wealth Management, LLC | Sold Out | 65.4K | 0 | -65.4K |
| CITIGROUP INC | Sold Out | 50.2K | 0 | -50.2K |
| TWO SIGMA SECURITIES, LLC | New | 0 | 31.3K | +31.3K |
| MORGAN STANLEY | Increased | 64.8K | 91.3K | +26.6K |
| Virtus Investment Advisers, LLC | Increased | 213.5K | 239.3K | +25.8K |
| StoneX Group Inc. | New | 0 | 19.6K | +19.6K |
| LeClair Wealth Partners LLC | New | 0 | 18.1K | +18.1K |
| LPL Financial LLC | Reduced | 72.5K | 58.0K | -14.5K |
| SIH Partners, LLLP | Sold Out | 14.1K | 0 | -14.1K |
| CWA Asset Management Group, LLC | New | 0 | 11.7K | +11.7K |
| Cambridge Investment Research Advisors, Inc. | Increased | 11.1K | 21.7K | +10.7K |
| BlackRock, Inc. | Reduced | 297.4K | 290.0K | -7.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | 10.3K | 5.4K | -4.9K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 72.6K | 68.7K | -3.9K |
| Ethos Financial Group, LLC | Reduced | 42.0K | 38.8K | -3.2K |
| Ameritas Advisory Services, LLC | New | 0 | 2.4K | +2.4K |
| FIFTH THIRD BANCORP | Sold Out | 2.0K | 0 | -2.0K |
| SIMPLEX TRADING, LLC | Increased | 165 | 2.0K | +1.8K |
| Arax Advisory Partners | New | 0 | 1.4K | +1.4K |
| Reliant Investment Partners, LLC | Increased | 12.6K | 13.5K | +865 |
| Arkadios Wealth Advisors | Increased | 21.2K | 22.0K | +819 |
| National Wealth Management Group, LLC | Increased | 10.8K | 11.6K | +785 |
| Sigma Planning Corp | Increased | 21.3K | 21.9K | +569 |
| JPMORGAN CHASE & CO | Increased | 1.3K | 1.8K | +490 |
| JONES FINANCIAL COMPANIES LLLP | Sold Out | 150 | 0 | -150 |
| HARBOUR INVESTMENTS, INC. | Increased | 1.1K | 1.2K | +82 |
| Acorn Wealth Advisors, LLC | Increased | 12.4K | 12.5K | +45 |
| Allworth Financial LP | Sold Out | 22 | 0 | -22 |
| OSAIC HOLDINGS, INC. | Increased | 588 | 605 | +17 |
| Caitong International Asset Management Co., Ltd | Increased | 2 | 6 | +4 |
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.