Who Owns OFS CAPITAL CORP BDC (OFS)? -- Institutional Holders (2026-06-30)
34 institutions reported holding $2.3M of OFS CAPITAL CORP BDC (OFS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Callodine Capital Management, LP ($380,005), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ($352,186), Virtus Investment Advisers, LLC ($319,269), Curi Capital, LLC ($230,100), Vident Advisory, LLC ($147,901). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Callodine Capital Management, LP | $380,005 | 107,346 | New |
| 2 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $352,186 | 98,647 | Trimmed |
| 3 | Virtus Investment Advisers, LLC | $319,269 | 90,189 | Trimmed |
| 4 | Curi Capital, LLC | $230,100 | 65,000 | New |
| 5 | Vident Advisory, LLC | $147,901 | 41,780 | Trimmed |
| 6 | Concorde Asset Management, LLC | $123,867 | 33,550 | Added |
| 7 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $123,284 | 34,826 | Trimmed |
| 8 | CITADEL ADVISORS LLC | $99,120 | 28,000 | New |
| 9 | MORGAN STANLEY | $97,569 | 27,562 | Trimmed |
| 10 | Arkadios Wealth Advisors | $94,822 | 26,786 | Trimmed |
| 11 | SOA Wealth Advisors, LLC. | $69,637 | 19,672 | Hold |
| 12 | &PARTNERS | $47,790 | 13,500 | Hold |
| 13 | Prota Financial, LLC | $46,361 | 12,950 | Hold |
| 14 | Sanctuary Advisors, LLC | $42,841 | 12,102 | Hold |
| 15 | Janney Montgomery Scott LLC | $42,000 | 11,750 | Trimmed |
| 16 | Royal Bank of Canada | $27,000 | 7,500 | Trimmed |
| 17 | LGT Financial Advisors LLC | $10,921 | 3,085 | Hold |
| 18 | UBS Group AG | $4,892 | 1,382 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $3,915 | 1,106 | Hold |
| 20 | NBC SECURITIES, INC. | $2,865 | 809 | Hold |
| 21 | SIMPLEX TRADING, LLC | $2,619 | 740 | Trimmed |
| 22 | Triumph Capital Management | $1,770 | 500 | Hold |
| 23 | Caitong International Asset Management Co., Ltd | $11 | 3 | Hold |
| 24 | Squarepoint Ops LLC | $0 | 0 | Exited |
| 25 | TWO SIGMA INVESTMENTS, LP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30