Who Owns OFS CREDIT COMPANY INC (OCCI)? -- Institutional Holders (2026-03-31)
36 institutions reported holding $4.0M of OFS CREDIT COMPANY INC (OCCI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Virtus Investment Advisers, LLC ($1.3M), MORGAN STANLEY ($1.1M), Meridian Wealth Management, LLC ($313,854), Kestra Advisory Services, LLC ($268,355), JANE STREET GROUP, LLC ($268,122). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Virtus Investment Advisers, LLC | $1.3M | 462,155 | Added |
| 2 | MORGAN STANLEY | $1.1M | 383,185 | Trimmed |
| 3 | Meridian Wealth Management, LLC | $313,854 | 108,600 | New |
| 4 | Kestra Advisory Services, LLC | $268,355 | 92,856 | Added |
| 5 | JANE STREET GROUP, LLC | $268,122 | 92,776 | New |
| 6 | UBS Group AG | $174,732 | 60,461 | Added |
| 7 | LPL Financial LLC | $132,293 | 45,776 | Trimmed |
| 8 | XTX Topco Ltd | $120,834 | 41,811 | New |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $37,593 | 13,008 | New |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $37,120 | 12,843 | Added |
| 11 | Prospera Financial Services Inc | $36,453 | 12,613 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $36,000 | 12,482 | New |
| 13 | One Capital Management, LLC | $31,602 | 10,935 | Added |
| 14 | Cresset Asset Management, LLC | $29,545 | 10,223 | New |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13,126 | 4,542 | New |
| 16 | Newbridge Financial Services Group, Inc. | $7,677 | 2,656 | Added |
| 17 | OSAIC HOLDINGS, INC. | $7,629 | 2,640 | Trimmed |
| 18 | BNP PARIBAS FINANCIAL MARKETS | $5,757 | 1,992 | Hold |
| 19 | Pinnacle Wealth Planning Services, Inc. | $2,780 | 962 | Hold |
| 20 | WPG Advisers, LLC | $1,702 | 589 | Added |
| 21 | HIGHLINE WEALTH PARTNERS LLC | $1,445 | 500 | Hold |
| 22 | Allworth Financial LP | $874 | 302 | Hold |
| 23 | HARBOUR INVESTMENTS, INC. | $741 | 256 | New |
| 24 | JPMORGAN CHASE & CO | $122 | 43 | New |
| 25 | FIFTH THIRD BANCORP | $118 | 41 | New |
Source: SEC Form 13F filings · as of 2026-03-31