OFS Capital Ownership | Who Owns OFS Capital?
OFS Capital Ownership Summary
OFS Capital is owned by 5.51% institutional investors, 22.58% insiders, and 71.91% 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 | 5.51% | 22.58% | 71.91% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Asset Management Stocks | 49.15% | 11.31% | 39.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Two sigma advisers, lp | 176.30K | 1.32% | $1.36M |
| International assets investment management | 109.95K | 0.82% | $377.46K |
| Virtus investment advisers | 92.67K | 0.69% | $328.96K |
| Arkadios wealth advisors | 77.72K | 0.58% | $597.70K |
| Marshall wace, llp | 75.11K | 0.56% | $266.64K |
| O'shaughnessy asset management | 61.18K | 0.46% | $217.19K |
| Bulldog investors, llp | 57.64K | 0.43% | $204.62K |
| Squarepoint ops | 50.32K | 0.38% | $178.64K |
| Vident advisory | 49.24K | 0.37% | $174.79K |
| Two sigma investments, lp | 44.01K | 0.33% | $156.22K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Virtus investment advisers | 92.67K | 0.09% | $328.96K |
| Lgt financial advisors | 3.08K | 0.06% | $10.95K |
| Bulldog investors, llp | 57.64K | 0.05% | $204.62K |
| International assets investment management | 109.95K | 0.03% | $377.46K |
| 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 |
| Two sigma advisers, lp | 176.30K | 0.00% | $1.36M |
| Trexquant investment lp | 20.85K | 0.00% | $160.31K |
| Vident advisory | 49.24K | 0.00% | $174.79K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vident advisory | 49.24K | 0.00% | 49.24K |
| Susquehanna group, llp | 23.30K | - | 23.30K |
| Ubs group | 21.76K | - | 18.41K |
| Xtx topco | 16.64K | 0.00% | 16.64K |
| Virtus investment advisers | 92.67K | 0.09% | 10.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 39.56K | - | -117.95K |
| Confluence investment management | - | - | -98.00K |
| Advisors asset management | - | - | -85.23K |
| Connor, clark & lunn investment management | - | - | -70.18K |
| Virtus etf advisers | - | - | -64.34K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vident advisory | 49.24K | 0.00% | 49.24K | $174.79K |
| Susquehanna group, llp | 23.30K | - | 23.30K | $82.71K |
| Xtx topco | 16.64K | 0.00% | 16.64K | $59.08K |
| Lgt financial advisors | 3.08K | 0.06% | 3.08K | $10.95K |
| Allworth financial lp | 7.00 | - | 7.00 | $25.00 |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Cypress capital | -150.00 |
| Northwestern mutual wealth management | -350.00 |
| Spire wealth management | -435.00 |
| Cape investment advisory | -542.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 30 | -9.09% | 738,120 | -34.69% | 5 | 7.74% | 13 | 30.00% | 9 | -40.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| First Trust Specialty Finance | 98.00K | 0.73% | - |
| Virtus Private Credit ETF | 78.67K | 0.59% | -2.00K |
| Kingsbarn Dividend Opportunity ETF | 39.83K | 0.30% | - |
| Special Opportunities Fund | 30.15K | 0.23% | 30.15K |
| High Income Securities | 27.49K | 0.21% | - |
| 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 2023-2 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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