Who owns OFS Capital Corp?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OFS from SEC Form 13F filings across 23 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 23 institutions disclosed 610,785 shares of OFS Capital Corp worth $2.1M — about 4.6% of shares outstanding; the largest disclosed holder is Callodine Capital Management, LP. Source: SEC Form 13F filings, parsed by EvidInvest.
23
13F holders
$2.1M
value, 2026 filers
4.6%
of shares outstanding (610,785 sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OFS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Callodine Capital Management, LPNEW | 107,346 | $380,005 | 0.0% | 0.8% | new |
| 2 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 98,647 | $352,186 | 0.0% | 0.7% | -10.3% |
| 3 | Virtus Investment Advisers, LLC | 90,189 | $319,269 | 0.1% | 0.7% | -2.7% |
| 4 | Curi Capital, LLCNEW | 65,000 | $230,100 | 0.0% | 0.5% | new |
| 5 | Vident Advisory, LLC | 41,780 | $147,901 | 0.0% | 0.3% | -15.1% |
| 6 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 34,826 | $123,284 | 0.0% | 0.3% | -43.1% |
| 7 | Concorde Asset Management, LLCNEW | 33,550 | $123,867 | 0.1% | 0.3% | new |
| 8 | MORGAN STANLEY | 27,562 | $97,569 | 0.0% | 0.2% | -30.3% |
| 9 | Arkadios Wealth Advisors | 26,786 | $94,822 | 0.0% | 0.2% | -25.2% |
| 10 | SOA Wealth Advisors, LLC. | 19,672 | $69,637 | 0.0% | 0.1% | 0.0% |
| 11 | &PARTNERS | 13,500 | $47,790 | 0.0% | 0.1% | 0.0% |
| 12 | Prota Financial, LLC | 12,950 | $46,361 | 0.0% | 0.1% | 0.0% |
| 13 | Sanctuary Advisors, LLC | 12,102 | $42,841 | 0.0% | 0.1% | 0.0% |
| 14 | Janney Montgomery Scott LLC | 11,750 | $42 | 0.0% | 0.1% | -11.3% |
| 15 | ROYAL BANK OF CANADA | 7,500 | $27,000 | 0.0% | 0.1% | -28.6% |
| 16 | LGT Financial Advisors LLC | 3,085 | $10,921 | 0.1% | 0% | 0.0% |
| 17 | UBS Group AG | 1,382 | $4,892 | 0.0% | 0% | -93.6% |
| 18 | OSAIC HOLDINGS, INC. | 1,106 | $3,915 | 0.0% | 0% | 0.0% |
| 19 | LANARK FINANCIAL, INC. | 809 | $2,865 | 0.0% | 0% | 0.0% |
| 20 | SIMPLEX TRADING, LLC | 740 | $2,619 | 0.0% | 0% | -62.1% |
| 21 | Triumph Capital Management | 500 | $1,770 | 0.0% | 0% | 0.0% |
| 22 | Caitong International Asset Management Co., Ltd | 3 | $11 | 0.0% | 0% | 0.0% |
| 23 | WELLS FARGO & COMPANY/MN | 0 | $0 | 0.0% | 0% | -100.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.