OFS Credit Ownership | Who Owns OFS Credit?
OFS Credit Ownership Summary
OFS Credit is owned by 0.43% institutional investors, 0.97% insiders, and 98.60% retail investors. Envestnet asset management is the largest institutional shareholder, holding 2.23% of OCCI shares.
OCCI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | OFS Credit | 0.43% | 0.97% | 98.60% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 46.20% | 8.54% | 45.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Envestnet asset management | 355.88K | 2.23% | $2.56M |
| Morgan stanley | 466.31K | 1.82% | $2.26M |
| Virtus investment advisers | 417.44K | 1.54% | $2.26M |
| Graypoint | 137.03K | 0.62% | $853.69K |
| Lpl financial | 61.24K | 0.24% | $296.40K |
| Kestra advisory services | 62.62K | 0.23% | $338.76K |
| B. riley wealth advisors | 17.76K | 0.11% | $127.97K |
| Susquehanna group, llp | 12.97K | 0.08% | $92.25K |
| Commonwealth equity services | 12.81K | 0.05% | $62.01K |
| Stonex group | 11.35K | 0.04% | $54.91K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Virtus investment advisers | 417.44K | 0.65% | $2.26M |
| Graypoint | 137.03K | 0.05% | $853.69K |
| Minichmacgregor wealth management | 11.75K | 0.01% | $63.58K |
| Harbor asset planning | 1.24K | 0.01% | $6.00K |
| Accredited wealth management | 88.00 | 0.00% | $5.41M |
| Lindbrook capital | 6.00K | 0.00% | $42.66K |
| B. riley wealth advisors | 17.76K | 0.00% | $127.97K |
| Virtu financial | 10.66K | 0.00% | $58.00K |
| Camelot portfolios | 1.09K | 0.00% | $5.27K |
| Stonex group | 11.35K | 0.00% | $54.91K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 466.31K | 0.00% | 222.93K |
| Virtus investment advisers | 417.44K | 0.65% | 67.20K |
| Susquehanna group, llp | 12.97K | - | 12.97K |
| Commonwealth equity services | 12.81K | 0.00% | 12.81K |
| Stonex group | 11.35K | 0.00% | 11.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Virtus etf advisers | - | - | -318.11K |
| Envestnet asset management | 355.88K | 0.00% | -274.85K |
| Thomas j. herzfeld advisors | - | - | -152.58K |
| Thrivent financial for lutherans | - | - | -50.01K |
| Arlington capital management | - | - | -39.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Commonwealth equity services | 12.81K | 0.00% | 12.81K | $62.01K |
| Stonex group | 11.35K | 0.00% | 11.35K | $54.91K |
| Global retirement partners | 2.82K | 0.00% | 2.82K | $13.67K |
| Camelot portfolios | 1.09K | 0.00% | 1.09K | $5.27K |
| Comerica bank | 82.00 | - | 82.00 | $397.00 |
Sold Out
| Holder | Change |
|---|---|
| Perritt capital management | -3.00 |
| Strategic wealth investment group | -55.00 |
| Principal securities | -93.00 |
| Larson financial group | -101.00 |
| Blackrock funding, inc. /de | -1.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 16 | -38.46% | 110,591 | -88.41% | - | 3.51% | 7 | -50.00% | 4 | -50.00% |
| Sep 30, 2025 | 9 | -66.67% | 49,063 | -93.86% | - | 1.37% | 5 | -66.67% | 3 | -40.00% |
| Jun 30, 2025 | 27 | 17.39% | 1,116,932 | 18.12% | 5 | 27.47% | 15 | -6.25% | 5 | 150.00% |
| Mar 31, 2025 | 23 | 21.05% | 945,568 | 24.42% | 4 | 19.56% | 16 | 77.78% | 2 | -66.67% |
| Dec 31, 2024 | 18 | 5.88% | 653,587 | 1.42% | 4 | 25.51% | 8 | - | 6 | 50.00% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 24, 2024 | Eagle Point Credit Management LLC | - | Sell | $2.37K |
| Sep 24, 2024 | Eagle Point Credit Management LLC | - | Sell | $12.34K |
| Sep 23, 2024 | Eagle Point Credit Management LLC | - | Sell | $2.67K |
| Sep 19, 2024 | Eagle Point Credit Management LLC | - | Sell | $32.34K |
| Sep 11, 2024 | Eagle Point Credit Management LLC | - | Sell | $4.62K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 37 |
| 2024 Q2 | 1 | 22 |
| 2024 Q1 | 1 | 24 |
| 2023 Q4 | - | - |
| 2023 Q3 | - | 1 |
OCCI Ownership FAQ
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