OFS Capital Ownership | Who Owns OFS Capital?
OFS Capital Ownership Summary
OFS Capital is owned by 2.94% institutional investors, 22.58% insiders, and 74.48% retail investors. Two sigma advisers, lp is the largest institutional shareholder, holding 1.32% of OFS shares. First Trust Specialty Finance is the top mutual fund, with 0.73% of its assets in OFS Capital shares.
OFS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | OFS Capital | 2.94% | 22.58% | 74.48% |
| 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 |
|---|---|---|---|
| Two sigma advisers, lp | 176.30K | 1.32% | $1.36M |
| Morgan stanley | 157.52K | 1.18% | $749.78K |
| International assets investment management | 153.20K | 1.14% | $729.22K |
| Two sigma investments, lp | 120.91K | 0.90% | $929.78K |
| Arkadios wealth advisors | 77.72K | 0.58% | $597.70K |
| Connor, clark & lunn investment management | 70.18K | 0.52% | $334.08K |
| Virtus investment advisers | 66.29K | 0.49% | $509.74K |
| O'shaughnessy asset management | 62.96K | 0.47% | $299.68K |
| Bulldog investors, llp | 57.64K | 0.43% | $443.24K |
| Blackrock | 37.99K | 0.28% | $336.94K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Virtus investment advisers | 66.29K | 0.15% | $509.74K |
| Bulldog investors, llp | 57.64K | 0.10% | $443.24K |
| International assets investment management | 153.20K | 0.05% | $729.22K |
| Soa wealth advisors, llc. | 18.75K | 0.02% | $89.22K |
| Arkadios wealth advisors | 77.72K | 0.01% | $597.70K |
| Access investment management | 2.50K | 0.01% | $19.23K |
| Harbor asset planning | 687.00 | 0.00% | $3.27K |
| Two sigma advisers, lp | 176.30K | 0.00% | $1.36M |
| Trexquant investment lp | 20.85K | 0.00% | $160.31K |
| O'shaughnessy asset management | 62.96K | 0.00% | $299.68K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | 13.87K | - | 13.87K |
| Morgan stanley | 157.52K | - | 10.82K |
| Two sigma investments, lp | 120.91K | 0.00% | 6.64K |
| Royal bank of canada | 7.50K | - | 6.50K |
| Virtus investment advisers | 66.29K | 0.15% | 4.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Confluence investment management | - | - | -98.00K |
| Advisors asset management | - | - | -85.23K |
| Bulldog investors, llp | 57.64K | 0.10% | -69.55K |
| Virtus etf advisers | - | - | -64.34K |
| Ameriprise financial | - | - | -60.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jane street group | 13.87K | - | 13.87K | $66.02K |
| Simplex trading | 140.00 | - | 140.00 | $666.00 |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Cwm | -100.00 |
| Cypress capital | -150.00 |
| Northwestern mutual wealth management | -350.00 |
| Spire wealth management | -435.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 16 | -50.00% | 393,932 | -68.03% | 2 | 3.48% | 2 | -84.62% | 9 | -10.00% |
| Sep 30, 2025 | 12 | -67.57% | 410,947 | -71.27% | 3 | 2.69% | 4 | -76.47% | 2 | -80.00% |
| Jun 30, 2025 | 37 | 27.59% | 1,432,964 | -2.33% | 10 | 8.92% | 18 | 63.64% | 10 | - |
| Mar 31, 2025 | 29 | -17.14% | 1,467,127 | 0.22% | 10 | 9.17% | 11 | -15.38% | 10 | 25.00% |
| Dec 31, 2024 | 35 | - | 1,463,915 | -38.97% | 10 | 3.41% | 13 | - | 8 | -27.27% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| First Trust Specialty Finance | 98.00K | 0.73% | - |
| Virtus Private Credit ETF | 83.97K | 0.63% | - |
| Special Opportunities Fund | 30.15K | 0.23% | 30.15K |
| High Income Securities | 27.49K | 0.21% | -39.18K |
| Blackstone Alternative Multi-Strategy I | 1.91K | 0.01% | 1.91K |
| O'Shaughnessy Micro Cap | 1.30K | 0.01% | - |
| Sun Life CC&L Group Income & Growth Seg | 252.00 | 0.00% | 252.00 |
| AAM Business Dev Co Opps 2022-1 CA | 100.00 | 0.00% | - |
| AAM Business Dev Co Opps 2023-1 CA | 100.00 | 0.00% | - |
| AAM Business Dev Co Opps 2022-2 CA | 100.00 | 0.00% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 28, 2020 | HEALY ELAINE | - | Buy | $51.10K |
| Nov 17, 2020 | Porter Mukya | Chief Compliance Officer | Buy | $1.19K |
| Nov 16, 2020 | Owen Jeffery S. | Chief Accounting Officer | Buy | $69.19K |
| Nov 13, 2020 | Owen Jeffery S. | Chief Accounting Officer | Buy | $13.18K |
| Nov 13, 2020 | RESSLER RICHARD S | - | Buy | $46.56K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q1 | - | - |
| 2022 Q1 | - | - |
| 2021 Q3 | - | - |
| 2021 Q1 | - | - |
| 2020 Q4 | 12 | - |
OFS Ownership FAQ
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