CHICAGO, IL
OFS CREDIT COMPANY, INC.OCCI— Latest position per institution from SEC 13F filings
15
Institutional holders
3.27M
Total shares held
24.08M
Estimated value
163.60K
Avg. position size
VIRTUS INVESTMENT ADVISERS, LLC
CIK 19481
Shares
462.15K
Value
1.34M
Filed
Mar 31, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
452.35K
Value
11.17M
Filed
Dec 31, 2025
MORGAN STANLEY
CIK 895421
Shares
383.19K
Value
1.11M
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
355.88K
Value
2.56M
Filed
Jun 30, 2024
VIRTUS ADVISERS, LLC
CIK 1587281
Shares
318.11K
Value
2.26M
Filed
Dec 31, 2024
CLARAPHI ADVISORY NETWORK, LLC
CIK 1724134
Shares
187.71K
Value
187.71K
Filed
Dec 31, 2022
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
152.58K
Value
1.10M
Filed
Jun 30, 2024
GRAYPOINT LLC
CIK 1794198
Shares
137.03K
Value
853.69K
Filed
Jun 30, 2025
BARD ASSOCIATES INC
CIK 1105907
Shares
113.54K
Value
867.54K
Filed
Sep 30, 2023
MERIDIAN WEALTH MANAGEMENT, LLC
CIK 1697300
Shares
108.60K
Value
313.85K
Filed
Mar 31, 2026
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
92.86K
Value
268.36K
Filed
Mar 31, 2026
JANE STREET GROUP, LLC
CIK 1595888
Shares
92.78K
Value
268.12K
Filed
Mar 31, 2026
WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC
CIK 1803919
Shares
60.80K
Value
508.32K
Filed
Jun 30, 2023
UBS GROUP AG
CIK 1610520
Shares
60.46K
Value
174.73K
Filed
Mar 31, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
59.56K
Value
422.31K
Filed
Sep 30, 2023
ALPHA CUBED INVESTMENTS, LLC
CIK 1580830
Shares
51.72K
Value
419.97K
Filed
Dec 31, 2022
THRIVENT FINANCIAL FOR LUTHERANS
CIK 314984
Shares
50.01K
Value
358.00
Filed
Mar 31, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
45.78K
Value
132.29K
Filed
Mar 31, 2026
CURI CAPITAL, LLC
CIK 1332905
Shares
45K
Value
398.00
Filed
Sep 30, 2022
XTX TOPCO LTD
CIK 1828301
Shares
41.81K
Value
120.83K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | VIRTUS INVESTMENT ADVISERS, LLC | 19481 | 462.15K | 1.34M | Mar 31, 2026 |
| 2 | KARPUS MANAGEMENT, INC. | 1048703 | 452.35K | 11.17M | Dec 31, 2025 |
| 3 | MORGAN STANLEY | 895421 | 383.19K | 1.11M | Mar 31, 2026 |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 355.88K | 2.56M | Jun 30, 2024 |
| 5 | VIRTUS ADVISERS, LLC | 1587281 | 318.11K | 2.26M | Dec 31, 2024 |
| 6 | CLARAPHI ADVISORY NETWORK, LLC | 1724134 | 187.71K | 187.71K | Dec 31, 2022 |
| 7 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 152.58K | 1.10M | Jun 30, 2024 |
| 8 | GRAYPOINT LLC | 1794198 | 137.03K | 853.69K | Jun 30, 2025 |
| 9 | BARD ASSOCIATES INC | 1105907 | 113.54K | 867.54K | Sep 30, 2023 |
| 10 | MERIDIAN WEALTH MANAGEMENT, LLC | 1697300 | 108.60K | 313.85K | Mar 31, 2026 |
| 11 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 92.86K | 268.36K | Mar 31, 2026 |
| 12 | JANE STREET GROUP, LLC | 1595888 | 92.78K | 268.12K | Mar 31, 2026 |
| 13 | WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC | 1803919 | 60.80K | 508.32K | Jun 30, 2023 |
| 14 | UBS GROUP AG | 1610520 | 60.46K | 174.73K | Mar 31, 2026 |
| 15 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 59.56K | 422.31K | Sep 30, 2023 |
| 16 | ALPHA CUBED INVESTMENTS, LLC | 1580830 | 51.72K | 419.97K | Dec 31, 2022 |
| 17 | THRIVENT FINANCIAL FOR LUTHERANS | 314984 | 50.01K | 358.00 | Mar 31, 2024 |
| 18 | LPL FINANCIAL LLC | 1403438 | 45.78K | 132.29K | Mar 31, 2026 |
| 19 | CURI CAPITAL, LLC | 1332905 | 45K | 398.00 | Sep 30, 2022 |
| 20 | XTX TOPCO LTD | 1828301 | 41.81K | 120.83K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.