Oxford Square Capital Ownership | Who Owns Oxford Square Capital?
Oxford Square Capital Ownership Summary
Oxford Square Capital is owned by 3.33% institutional investors, 6.34% insiders, and 90.34% retail investors. Two sigma advisers, lp is the largest institutional shareholder, holding 1.00% of OXSQ shares. iShares Listed Private Eq ETF USD Dist is the top mutual fund, with 0.28% of its assets in Oxford Square Capital shares.
OXSQ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Oxford Square Capital | 3.33% | 6.34% | 90.34% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Asset Management Stocks | 45.53% | 11.43% | 43.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Two sigma advisers, lp | 734.61K | 1.00% | $1.17M |
| Legal & general group | 725.17K | 0.82% | $960.85K |
| Blackrock | 206.40K | 0.35% | $606.81K |
| Ubs group | 302.53K | 0.34% | $399.34K |
| Blackrock funding, inc. /de | 290.04K | 0.33% | $382.86K |
| Virtus investment advisers | 239.32K | 0.27% | $315.90K |
| Hrt financial lp | 225.34K | 0.26% | $297.00K |
| Moloney securities asset management | 163.42K | 0.22% | $259.83K |
| Millennium management | 114.31K | 0.16% | $298.34K |
| Strategic wealth partners | 126.00K | 0.14% | $166.32K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Brian low financial group | 126.00K | 0.10% | $166.32K |
| Virtus investment advisers | 239.32K | 0.07% | $315.90K |
| Silverberg bernstein capital management | 106.71K | 0.05% | $140.86K |
| Moloney securities asset management | 163.42K | 0.03% | $259.83K |
| Oxford asset management llp | 28.02K | 0.02% | $44.55K |
| First affirmative financial network | 19.98K | 0.01% | $31.77K |
| Founders financial alliance | 84.86K | 0.01% | $112.02K |
| Bostonpremier wealth | 26.03K | 0.01% | $34.35K |
| Leclair wealth partners | 18.12K | 0.01% | $23.92K |
| Reliant investment partners | 13.46K | 0.01% | $17.77K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 302.53K | 0.00% | 189.77K |
| Hrt financial lp | 225.34K | 0.00% | 145.12K |
| Legal & general group | 725.17K | 0.00% | 137.82K |
| Strategic wealth partners | 126.00K | 0.01% | 126.00K |
| Brian low financial group | 126.00K | 0.10% | 126.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Squarepoint ops | - | - | -455.14K |
| Two sigma advisers, lp | 734.61K | 0.00% | -404.20K |
| Bank of america corp /de/ | - | - | -202.58K |
| Virtus etf advisers | - | - | -190.19K |
| Xtx topco | - | - | -162.20K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Strategic wealth partners | 126.00K | 0.01% | 126.00K | $166.32K |
| Brian low financial group | 126.00K | 0.10% | 126.00K | $166.32K |
| Two sigma securities | 31.25K | 0.00% | 31.25K | $41.26K |
| Alpine global management | 26.50K | 0.01% | 26.50K | $42.13K |
| Mcilrath & eck | 24.50K | 0.00% | 24.50K | $43.12K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Legacy wealth managment, llc/id | -17.00 |
| Allworth financial lp | -22.00 |
| Tower research capital llc (trc) | -36.00 |
| Voisard asset management group | -37.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 48 | -2.04% | 2,936,386 | 4.44% | 3 | 32.79% | 26 | 4.00% | 7 | -41.67% |
| Mar 31, 2026 | 46 | -13.21% | 2,522,302 | -38.54% | 3 | 12.34% | 23 | 9.52% | 11 | -45.00% |
| Dec 31, 2025 | 32 | -50.00% | 1,913,374 | -68.02% | 2 | 3.61% | 14 | -62.16% | 8 | -38.46% |
| Sep 30, 2025 | 31 | -39.22% | 1,372,392 | -72.42% | 1 | 4.06% | 14 | -50.00% | 7 | -12.50% |
| Jun 30, 2025 | 53 | 1.92% | 4,988,783 | 9.85% | 6 | 16.17% | 28 | - | 9 | -18.18% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Listed Private Eq ETF USD Dist | 290.22K | 0.28% | - |
| Virtus Private Credit ETF | 239.32K | 0.23% | - |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 167.26K | 0.16% | 31.27K |
| FID DC L&G Diversified Fund | 134.75K | 0.13% | 134.75K |
| RBC Microcap Value I | 25.80K | 0.04% | - |
| FlexShares® Listed Priv Eq ETF USD Acc | 26.65K | 0.03% | - |
| FID DC L&G Retirement Income MA Fund | 30.61K | 0.03% | 4.15K |
| Mediobanca SICAV PE Strat C | 24.15K | 0.02% | -608.00 |
| Sun Life CC&L Group Income & Growth Seg | 9.18K | 0.01% | 9.18K |
| Blackstone Alternative Multi-Strategy I | 3.50K | 0.00% | -3.80K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 20, 2026 | ROSENTHAL SAUL B | President and COO | Buy | $166.65K |
| May 20, 2026 | COHEN JONATHAN H | Chief Executive Officer | Buy | $166.66K |
| May 27, 2022 | COHEN JONATHAN H | Chief Executive Officer | Buy | $7.14K |
| May 27, 2022 | ROSENTHAL SAUL B | President and COO | Buy | $7.14K |
| May 24, 2022 | COHEN JONATHAN H | Chief Executive Officer | Buy | $16.79K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 2 | - |
| 2023 Q2 | - | - |
| 2022 Q2 | 36 | - |
| 2022 Q1 | 10 | - |
OXSQ Ownership FAQ
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