OFS Credit Ownership | Who Owns OFS Credit?

OFS Credit Ownership Summary

OFS Credit is owned by 5.08% institutional investors, 0.99% insiders, and 93.93% 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	5.08%	0.99%	93.93%
Sector	Financial Services Stocks	48.74%	15.36%	35.90%
Industry	Asset Management Stocks	47.84%	9.95%	42.21%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Envestnet asset management	355.88K	2.23%	$2.56M
Virtus investment advisers	350.24K	1.59%	$2.18M
Graypoint	137.03K	0.62%	$853.69K
Lpl financial	87.68K	0.55%	$631.73K
Kestra advisory services	53.60K	0.33%	$381.07K
B. riley wealth advisors	17.76K	0.11%	$127.97K
Morgan stanley	14.14K	0.09%	$101.87K
Susquehanna group, llp	12.97K	0.08%	$92.25K
Newedge advisors	16.88K	0.08%	$105.14K
Minichmacgregor wealth management	11.74K	0.05%	$73.14K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Virtus investment advisers	350.24K	0.74%	$2.18M
Graypoint	137.03K	0.05%	$853.69K
Melfa wealth management	10.29K	0.04%	$64.08K
Minichmacgregor wealth management	11.74K	0.02%	$73.14K
Lindbrook capital	6.00K	0.00%	$42.66K
B. riley wealth advisors	17.76K	0.00%	$127.97K
Larson financial group	10.14K	0.00%	$63.16K
Kestra advisory services	53.60K	0.00%	$381.07K
Envestnet asset management	355.88K	0.00%	$2.56M
Newedge advisors	16.88K	0.00%	$105.14K

Top Buyers

Holder	Shares	% Assets	Change
Kestra advisory services	53.60K	0.00%	53.60K
Lpl financial	87.68K	0.00%	15.13K
Susquehanna group, llp	12.97K	-	12.97K
Minichmacgregor wealth management	11.74K	0.02%	11.74K
Fisher asset management	11.00K	-	11.00K

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
Virtu financial	-	-	-70.56K
Thrivent financial for lutherans	-	-	-50.01K

New Positions

Holder	Shares	% Assets	Change	Value
Kestra advisory services	53.60K	0.00%	53.60K	$381.07K
Minichmacgregor wealth management	11.74K	0.02%	11.74K	$73.14K
Fisher asset management	11.00K	-	11.00K	$68.53K
Larson financial group	10.14K	0.00%	10.14K	$63.16K
Raymond james financial	4.20K	-	4.20K	$26.17K

Sold Out

Holder	Change
Perritt capital management	-3.00
Cwm	-109.00
Camelot portfolios	-1.09K
Corecap advisors	-1.94K
Fny investment advisers	-2.50K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	17	-29.17%	644,440	-42.12%	3	8.13%	8	-	4	-55.56%
Jun 30, 2024	24	-4.00%	1,113,457	-58.88%	6	1.24%	8	-55.56%	9	80.00%

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

Who Owns OFS Credit?

OFS Credit shareholders are primarily institutional investors at 5.08%, followed by 0.99% insiders and 93.93% retail investors. The average institutional ownership in OFS Credit's industry, Asset Management Stocks, is 47.84%, which OFS Credit falls below.

Who owns the most shares of OFS Credit?

OFS Credit’s largest shareholders are Envestnet asset management (355.88K shares, 2.23%), Virtus investment advisers (350.24K shares, 1.59%), and Graypoint (137.03K shares, 0.62%). Together, they hold 4.45% of OFS Credit’s total shares outstanding.

Does Blackrock own OFS Credit?

BlackRock is not among the top 10 institutional shareholders of OFS Credit.

Who is OFS Credit’s biggest shareholder by percentage of total assets invested?

Virtus investment advisers is OFS Credit’s biggest shareholder by percentage of total assets invested, with 0.74% of its assets in 350.24K OFS Credit shares, valued at 2.18M$.

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