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OCCI · NASDAQ · Asset Management

OFS Credit Company (OCCI)

A closed-end fund investing primarily in CLO equity and debt.

$2.37
vs last close+0.01 (+0.42%)

13F · 13D/G · Form 4

Institutions4.44%1.30M shares
34 holders · as of Jun 30, 2026
Insiders2.2K shares
1 holder · as of Apr 14, 2026

institutions as of Jun 30, 2026 · holders as of their latest filing

No reliable share count is available for this listing, so stakes are shown as shares, not percentages.

The institutional percentage is the one reported with the filings, not one recomputed on the share count here.

13F · 13D/G · Form 4

HolderStakeSharesDate
Virtus Investment Advisers, Inc.Institution
392,323as of Jun 30, 2026
Morgan StanleyInstitution
343,451as of Jun 30, 2026
Kestra Advisory Services, LLCInstitution
112,856as of Jun 30, 2026
Meridian Wealth Management, LLCInstitution
108,600as of Jun 30, 2026
Jane Street Group, LLCInstitution
62,337as of Jun 30, 2026
LPL Financial LLCInstitution
50,978as of Jun 30, 2026
Citadel Advisors LLCInstitution
41,801as of Jun 30, 2026
HRT Financial LPInstitution
23,724as of Jun 30, 2026
Cetera Investment AdvisersInstitution
19,688as of Jun 30, 2026
Advisory Solutions Group, LLCInstitution
19,132as of Jun 30, 2026
Two Sigma Securities, LLCInstitution
15,569as of Jun 30, 2026
Boothbay Fund Management, LLCInstitution
14,638as of Jun 30, 2026
Prospera Financial Services IncInstitution
12,722as of Jun 30, 2026
Private Advisor Group, LLCInstitution
12,419as of Jun 30, 2026
One Capital Management, LLCInstitution
10,935as of Jun 30, 2026
Cresset Asset Management, LLCInstitution
10,774as of Jun 30, 2026
Cambridge Investment Research Advisors, Inc.Institution
10,647as of Jun 30, 2026
UBS Group AGInstitution
6,065as of Jun 30, 2026
Newbridge Financial Services Group, Inc.Institution
5,835as of Jun 30, 2026
Newedge Advisors, LLCInstitution
5,713as of Jun 30, 2026
Advisor Group Holdings, Inc.Institution
3,948as of Jun 30, 2026
Compass Financial Management LLCInstitution
2,775as of Jun 30, 2026
Global Retirement Partners, LLCInstitution
2,658as of Jun 30, 2026
BNP Paribas Arbitrage, SNCInstitution
2,426as of Jun 30, 2026
Catherine Mary FittaInsiderdirector
2,200filed Apr 14, 2026

13F, as of Jun 30, 2026

34 holders · 1.30M shares · 10 new positions · 19 increased · 8 reduced · 4 closed

HolderShares% outstandingChg q/qFiled
Virtus Investment Advisers, Inc.392.3K−69.8KAug 11, 2026
Morgan Stanley343.5K−39.7KAug 13, 2026
Kestra Advisory Services, LLC112.9K+20.0KJul 28, 2026
Meridian Wealth Management, LLC108.6K0Aug 5, 2026
Jane Street Group, LLC62.3K−30.4KAug 14, 2026
LPL Financial LLC51.0K+5.2KAug 7, 2026
Citadel Advisors LLC41.8K+41.8KSep 2, 2026
HRT Financial LP23.7K+23.7KnewAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Karpus Management, Inc.19.88%13GMay 7, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Apr 13, 2026
Catherine Mary Fittadirector
Purchase2,200$3.032,200

House and Senate disclosures

Not reported.