CHICAGO, IL
OFS CREDIT COMPANY, INC.OCCI— Latest position per institution from SEC 13F filings
15
Institutional holders
2.53M
Total shares held
12.14M
Estimated value
126.43K
Avg. position size
VIRTUS INVESTMENT ADVISERS, LLC
CIK 19481
Shares
392.32K
Value
1M
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
355.88K
Value
2.56M
Filed
Jun 30, 2024
MORGAN STANLEY
CIK 895421
Shares
343.45K
Value
879.24K
Filed
Jun 30, 2026
VIRTUS ADVISERS, LLC
CIK 1587281
Shares
318.11K
Value
2.26M
Filed
Dec 31, 2024
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
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
112.86K
Value
288.91K
Filed
Jun 30, 2026
MERIDIAN WEALTH MANAGEMENT, LLC
CIK 1697300
Shares
108.60K
Value
278.02K
Filed
Jun 30, 2026
JANE STREET GROUP, LLC
CIK 1595888
Shares
62.34K
Value
159.58K
Filed
Jun 30, 2026
WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC
CIK 1803919
Shares
60.80K
Value
508.32K
Filed
Jun 30, 2023
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
59.56K
Value
422.31K
Filed
Sep 30, 2023
LPL FINANCIAL LLC
CIK 1403438
Shares
50.98K
Value
130.50K
Filed
Jun 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS
CIK 314984
Shares
50.01K
Value
358.00
Filed
Mar 31, 2024
XTX TOPCO LTD
CIK 1828301
Shares
41.81K
Value
120.83K
Filed
Mar 31, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
41.80K
Value
107.01K
Filed
Jun 30, 2026
COMPOUND PLANNING, INC.
CIK 1978879
Shares
39.97K
Value
258.21K
Filed
Dec 31, 2023
ARLINGTON CAPITAL MANAGEMENT, INC.
CIK 1606507
Shares
39.52K
Value
282.97K
Filed
Mar 31, 2024
HRT FINANCIAL LP
CIK 1475597
Shares
23.72K
Value
60.00
Filed
Jun 30, 2026
ADVISORY SOLUTIONS GROUP, LLC
CIK 2147643
Shares
23.64K
Value
54.13K
Filed
Sep 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | VIRTUS INVESTMENT ADVISERS, LLC | 19481 | 392.32K | 1M | Jun 30, 2026 |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 355.88K | 2.56M | Jun 30, 2024 |
| 3 | MORGAN STANLEY | 895421 | 343.45K | 879.24K | Jun 30, 2026 |
| 4 | VIRTUS ADVISERS, LLC | 1587281 | 318.11K | 2.26M | Dec 31, 2024 |
| 5 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 152.58K | 1.10M | Jun 30, 2024 |
| 6 | GRAYPOINT LLC | 1794198 | 137.03K | 853.69K | Jun 30, 2025 |
| 7 | BARD ASSOCIATES INC | 1105907 | 113.54K | 867.54K | Sep 30, 2023 |
| 8 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 112.86K | 288.91K | Jun 30, 2026 |
| 9 | MERIDIAN WEALTH MANAGEMENT, LLC | 1697300 | 108.60K | 278.02K | Jun 30, 2026 |
| 10 | JANE STREET GROUP, LLC | 1595888 | 62.34K | 159.58K | Jun 30, 2026 |
| 11 | WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC | 1803919 | 60.80K | 508.32K | Jun 30, 2023 |
| 12 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 59.56K | 422.31K | Sep 30, 2023 |
| 13 | LPL FINANCIAL LLC | 1403438 | 50.98K | 130.50K | Jun 30, 2026 |
| 14 | THRIVENT FINANCIAL FOR LUTHERANS | 314984 | 50.01K | 358.00 | Mar 31, 2024 |
| 15 | XTX TOPCO LTD | 1828301 | 41.81K | 120.83K | Mar 31, 2026 |
| 16 | CITADEL ADVISORS LLC | 1423053 | 41.80K | 107.01K | Jun 30, 2026 |
| 17 | COMPOUND PLANNING, INC. | 1978879 | 39.97K | 258.21K | Dec 31, 2023 |
| 18 | ARLINGTON CAPITAL MANAGEMENT, INC. | 1606507 | 39.52K | 282.97K | Mar 31, 2024 |
| 19 | HRT FINANCIAL LP | 1475597 | 23.72K | 60.00 | Jun 30, 2026 |
| 20 | ADVISORY SOLUTIONS GROUP, LLC | 2147643 | 23.64K | 54.13K | Sep 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.