Who Owns OFS (OFS)? -- Institutional Holders (2026-06-30)

34 institutions reported holding $2.3M of OFS (OFS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Callodine Capital Management, LP ($380,005), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ($352,186), Virtus Investment Advisers, LLC ($319,269), Curi Capital, LLC ($230,100), Vident Advisory, LLC ($147,901). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Callodine Capital Management, LP	$380,005	107,346	New
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$352,186	98,647	Trimmed
3	Virtus Investment Advisers, LLC	$319,269	90,189	Trimmed
4	Curi Capital, LLC	$230,100	65,000	New
5	Vident Advisory, LLC	$147,901	41,780	Trimmed
6	Concorde Asset Management, LLC	$123,867	33,550	Added
7	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$123,284	34,826	Trimmed
8	CITADEL ADVISORS LLC	$99,120	28,000	New
9	MORGAN STANLEY	$97,569	27,562	Trimmed
10	Arkadios Wealth Advisors	$94,822	26,786	Trimmed
11	SOA Wealth Advisors, LLC.	$69,637	19,672	Hold
12	&PARTNERS	$47,790	13,500	Hold
13	Prota Financial, LLC	$46,361	12,950	Hold
14	Sanctuary Advisors, LLC	$42,841	12,102	Hold
15	Janney Montgomery Scott LLC	$42,000	11,750	Trimmed
16	Royal Bank of Canada	$27,000	7,500	Trimmed
17	LGT Financial Advisors LLC	$10,921	3,085	Hold
18	UBS Group AG	$4,892	1,382	Trimmed
19	OSAIC HOLDINGS, INC.	$3,915	1,106	Hold
20	NBC SECURITIES, INC.	$2,865	809	Hold
21	SIMPLEX TRADING, LLC	$2,619	740	Trimmed
22	Triumph Capital Management	$1,770	500	Hold
23	Caitong International Asset Management Co., Ltd	$11	3	Hold
24	TWO SIGMA INVESTMENTS, LP	$0	0	Exited
25	MARSHALL WACE, LLP	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30