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 | 40.73% | 8.48% | 50.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Envestnet asset management | 355.88K | 2.23% | $2.56M |
| Virtus investment advisers | 462.15K | 1.64% | $1.34M |
| Morgan stanley | 383.19K | 1.36% | $1.11M |
| Graypoint | 137.03K | 0.62% | $853.69K |
| Meridian wealth management | 108.60K | 0.38% | $313.85K |
| Kestra advisory services | 92.86K | 0.33% | $268.36K |
| Jane street group | 92.78K | 0.33% | $268.12K |
| Ubs group | 60.46K | 0.21% | $174.73K |
| Lpl financial | 45.78K | 0.16% | $132.29K |
| Xtx topco | 41.81K | 0.15% | $120.83K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Virtus investment advisers | 462.15K | 0.37% | $1.34M |
| Graypoint | 137.03K | 0.05% | $853.69K |
| Meridian wealth management | 108.60K | 0.01% | $313.85K |
| 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 |
| Xtx topco | 41.81K | 0.00% | $120.83K |
| Newbridge financial services group | 2.66K | 0.00% | $7.68K |
| Wpg advisers | 589.00 | 0.00% | $1.70K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Meridian wealth management | 108.60K | 0.01% | 108.60K |
| Jane street group | 92.78K | - | 92.78K |
| Ubs group | 60.46K | - | 55.19K |
| Xtx topco | 41.81K | 0.00% | 41.81K |
| Virtus investment advisers | 462.15K | 0.37% | 40.92K |
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 |
| Morgan stanley | 383.19K | 0.00% | -83.13K |
| Thrivent financial for lutherans | - | - | -50.01K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Meridian wealth management | 108.60K | 0.01% | 108.60K | $313.85K |
| Xtx topco | 41.81K | 0.00% | 41.81K | $120.83K |
| Susquehanna group, llp | 13.01K | - | 13.01K | $37.59K |
| Cambridge investment research advisors | 12.48K | 0.00% | 12.48K | $36.00K |
| Cresset asset management | 10.22K | 0.00% | 10.22K | $29.55K |
Sold Out
| Holder | Change |
|---|---|
| Perritt capital management | -3.00 |
| Strategic wealth investment group | -55.00 |
| Parallel advisors | -78.00 |
| Principal securities | -93.00 |
| Larson financial group | -101.00 |
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 |
|---|---|---|---|---|
| Apr 13, 2026 | Fitta Catherine Mary | - | Buy | $6.67K |
| Sep 24, 2024 | Eagle Point Credit Management LLC | - | Sell | $12.34K |
| Sep 23, 2024 | Eagle Point Credit Management LLC | - | Sell | $2.67K |
| Sep 24, 2024 | Eagle Point Credit Management LLC | - | Sell | $2.37K |
| Sep 19, 2024 | Eagle Point Credit Management LLC | - | Sell | $32.34K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 37 |
| 2024 Q2 | 1 | 22 |
| 2024 Q1 | 1 | 24 |
OCCI Ownership FAQ
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