CHICAGO, IL
OFS CAPITAL CORPOFSSO— Latest position per institution from SEC 13F filings
15
Institutional holders
1.30M
Total shares held
6.05M
Estimated value
64.81K
Avg. position size
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 1818604
Shares
109.95K
Value
377.46K
Filed
Mar 31, 2026
TWO SIGMA ADVISERS, LP
CIK 1478735
Shares
109.30K
Value
520.27K
Filed
Dec 31, 2025
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 1442056
Shares
98K
Value
790.86K
Filed
Dec 31, 2024
VIRTUS INVESTMENT ADVISERS, LLC
CIK 19481
Shares
92.67K
Value
328.96K
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
85.23K
Value
655.43K
Filed
Sep 30, 2025
MARSHALL WACE, LLP
CIK 1318757
Shares
75.11K
Value
266.64K
Filed
Mar 31, 2026
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.
CIK 1596800
Shares
70.18K
Value
334.08K
Filed
Dec 31, 2025
VIRTUS ADVISERS, LLC
CIK 1587281
Shares
64.34K
Value
519.26K
Filed
Dec 31, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 1423442
Shares
61.18K
Value
217.19K
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
60.87K
Value
513.75K
Filed
Jun 30, 2025
BULLDOG INVESTORS, LLP
CIK 1504304
Shares
57.64K
Value
204.62K
Filed
Mar 31, 2026
SQUAREPOINT OPS LLC
CIK 1642575
Shares
50.32K
Value
178.64K
Filed
Mar 31, 2026
SNOWDEN CAPITAL ADVISORS LLC
CIK 1903055
Shares
50K
Value
5.58K
Filed
Dec 31, 2019
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
49.50K
Value
175.72K
Filed
Mar 31, 2026
VIDENT ADVISORY, LLC
CIK 1744347
Shares
49.24K
Value
174.79K
Filed
Mar 31, 2026
HERITAGE TRUST CO
CIK 1706028
Shares
45.30K
Value
372.00
Filed
Sep 30, 2022
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
44.01K
Value
156.22K
Filed
Mar 31, 2026
ATRIA WEALTH SOLUTIONS, INC.
CIK 1927543
Shares
43.91K
Value
493.56K
Filed
Sep 30, 2023
MARINER INVESTMENT GROUP LLC
CIK 1096978
Shares
39.79K
Value
406.00
Filed
Dec 31, 2022
MORGAN STANLEY
CIK 895421
Shares
39.56K
Value
140.45K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | 109.95K | 377.46K | Mar 31, 2026 |
| 2 | TWO SIGMA ADVISERS, LP | 1478735 | 109.30K | 520.27K | Dec 31, 2025 |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 1442056 | 98K | 790.86K | Dec 31, 2024 |
| 4 | VIRTUS INVESTMENT ADVISERS, LLC | 19481 | 92.67K | 328.96K | Mar 31, 2026 |
| 5 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 85.23K | 655.43K | Sep 30, 2025 |
| 6 | MARSHALL WACE, LLP | 1318757 | 75.11K | 266.64K | Mar 31, 2026 |
| 7 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 1596800 | 70.18K | 334.08K | Dec 31, 2025 |
| 8 | VIRTUS ADVISERS, LLC | 1587281 | 64.34K | 519.26K | Dec 31, 2024 |
| 9 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | 61.18K | 217.19K | Mar 31, 2026 |
| 10 | AMERIPRISE FINANCIAL INC | 820027 | 60.87K | 513.75K | Jun 30, 2025 |
| 11 | BULLDOG INVESTORS, LLP | 1504304 | 57.64K | 204.62K | Mar 31, 2026 |
| 12 | SQUAREPOINT OPS LLC | 1642575 | 50.32K | 178.64K | Mar 31, 2026 |
| 13 | SNOWDEN CAPITAL ADVISORS LLC | 1903055 | 50K | 5.58K | Dec 31, 2019 |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 49.50K | 175.72K | Mar 31, 2026 |
| 15 | VIDENT ADVISORY, LLC | 1744347 | 49.24K | 174.79K | Mar 31, 2026 |
| 16 | HERITAGE TRUST CO | 1706028 | 45.30K | 372.00 | Sep 30, 2022 |
| 17 | TWO SIGMA INVESTMENTS, LP | 1179392 | 44.01K | 156.22K | Mar 31, 2026 |
| 18 | ATRIA WEALTH SOLUTIONS, INC. | 1927543 | 43.91K | 493.56K | Sep 30, 2023 |
| 19 | MARINER INVESTMENT GROUP LLC | 1096978 | 39.79K | 406.00 | Dec 31, 2022 |
| 20 | MORGAN STANLEY | 895421 | 39.56K | 140.45K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.