Company · Ownership research

OFS Capital Corp OFS

CIK 0001487918 · CUSIP 67103B100

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 67103B100 (OFS), not CUSIP 67103B950 (OFS), CUSIP 67103B900 (OFS), and does not merge CUSIPs.

This page lists the top 20 of 23 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Callodine Capital Management, LP CIK 1741675 · View history	$380.00K 107,346 shares	0.02%	+107.35KNew	SEC filing ↗ Aug 14, 2026	▾
02	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 1818604 · View history	$352.19K 98,647 shares	0.02%	-11.30K(-10.30%)Reduced	SEC filing ↗ Jul 22, 2026	▾
03	Virtus Investment Advisers, LLC CIK 19481 · View history	$319.27K 90,189 shares	0.07%	-2.48K(-2.70%)Reduced	SEC filing ↗ Aug 11, 2026	▾
04	Curi Capital, LLC CIK 1332905 · View history	$230.10K 65,000 shares	0.00%	+65.00KNew	SEC filing ↗ Aug 14, 2026	▾
05	Vident Advisory, LLC CIK 1744347 · View history	$147.90K 41,780 shares	0.00%	-7.46K(-15.10%)Reduced	SEC filing ↗ Aug 12, 2026	▾
06	Concorde Asset Management, LLC CIK 1631773 · View history	$123.87K 33,550 shares	0.07%	+15.45K(+85.40%)Added	SEC filing ↗ Aug 18, 2026	▾
07	O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 1423442 · View history	$123.28K 34,826 shares	0.00%	-26.36K(-43.10%)Reduced	SEC filing ↗ Aug 13, 2026	▾
08	MORGAN STANLEY CIK 895421 · View history	$97.57K 27,562 shares	0.00%	-12.00K(-30.30%)Reduced	SEC filing ↗ Aug 13, 2026	▾
09	Arkadios Wealth Advisors CIK 1800798 · View history	$94.82K 26,786 shares	0.00%	-9.00K(-25.20%)Reduced	SEC filing ↗ Aug 10, 2026	▾
10	SOA Wealth Advisors, LLC. CIK 1849444 · View history	$69.64K 19,672 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Jul 21, 2026	▾
11	&PARTNERS CIK 107136 · View history	$47.79K 13,500 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Aug 14, 2026	▾
12	Prota Financial, LLC CIK 2126257 · View history	$46.36K 12,950 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ Jul 7, 2026	▾
13	Sanctuary Advisors, LLC CIK 1777271 · View history	$42.84K 12,102 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Aug 13, 2026	▾
14	Janney Montgomery Scott LLC CIK 1329948 · View history	$42.00K 11,750 shares	0.00%	-1.50K(-11.30%)Reduced	SEC filing ↗ Aug 5, 2026	▾
15	ROYAL BANK OF CANADA CIK 1000275 · View history	$27.00K 7,500 shares	0.00%	-3.00K(-28.60%)Reduced	SEC filing ↗ Aug 14, 2026	▾
16	LGT Financial Advisors LLC CIK 1965191 · View history	$10.92K 3,085 shares	0.06%	0(0.00%)Unchanged	SEC filing ↗ Jul 24, 2026	▾
17	UBS Group AG CIK 1610520 · View history	$4.89K 1,382 shares	0.00%	-20.38K(-93.60%)Reduced	SEC filing ↗ Aug 13, 2026	▾
18	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$3.92K 1,106 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Aug 14, 2026	▾
19	NBC SECURITIES, INC. CIK 791540 · View history	$2.87K 809 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Jul 21, 2026	▾
20	SIMPLEX TRADING, LLC CIK 1488542 · View history	$2.62K 740 shares	0.00%	-1.21K(-62.10%)Reduced	SEC filing ↗ Aug 12, 2026	▾

Showing 20 / 23 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

610,785

Not deduplicated across managers

Disclosed value

$2.17M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

OFS Capital Corp · Q2 2026

Explore all 23 reporting institutions.

This page includes 20 of 23 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.