| 0.00% |
| 4 | Meridian Wealth Management, LLC | 109K | $278K | 0.0% | 0.370% | 0.01% |
| 5 | JANE STREET GROUP, LLC | 62K | $160K | -32.8% | 0.213% | 0.00% |
| 6 | LPL Financial LLC | 51K | $131K | +11.4% | 0.174% | 0.00% |
| 7 | CITADEL ADVISORS LLC | 42K | $107K | — | 0.143% | 0.00% |
| 8 | Cetera Investment Advisers | 20K | $50K | — | 0.067% | 0.00% |
| 9 | Advisory Solutions Group, LLC | 19K | $49K | — | 0.065% | 0.02% |
| 10 | TWO SIGMA SECURITIES, LLC | 16K | $40K | — | 0.053% | 0.00% |
| 11 | BOOTHBAY FUND MANAGEMENT, LLC | 15K | $37K | — | 0.050% | 0.00% |
| 12 | Prospera Financial Services Inc | 13K | $33K | +0.9% | 0.043% | 0.00% |
| 13 | Private Advisor Group, LLC | 12K | $32K | — | 0.042% | 0.00% |
| 14 | One Capital Management, LLC | 11K | $32K | 0.0% | 0.037% | 0.00% |
| 15 | Cresset Asset Management, LLC | 11K | $28K | +5.4% | 0.037% | 0.00% |
| 16 | UBS Group AG | 6K | $16K | -90.0% | 0.021% | 0.00% |
| 17 | NFSG Corp | 6K | $15K | +119.7% | 0.020% | 0.00% |
| 18 | NewEdge Advisors, LLC | 6K | $15K | 0.0% | 0.019% | 0.00% |
| 19 | OSAIC HOLDINGS, INC. | 4K | $10K | +49.5% | 0.013% | 0.00% |
| 20 | COMPASS FINANCIAL MANAGEMENT LLC | 3K | $7K | — | 0.009% | 0.00% |
| 21 | Global Retirement Partners, LLC | 3K | $7K | — | 0.009% | 0.00% |
| 22 | BNP PARIBAS FINANCIAL MARKETS | 2K | $6K | +21.8% | 0.008% | 0.00% |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2K | $5K | -55.4% | 0.007% | 0.00% |
| 24 | Pinnacle Wealth Planning Services, Inc. | 790 | $2K | -17.9% | 0.003% | 0.00% |
| 25 | HIGHLINE WEALTH PARTNERS LLC | 500 | $1K | 0.0% | 0.002% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OCCI — a direct measure of their conviction.
| 3.23% |
| +0.64 pp |
| $5M |
| 1.1% |
| Q4 2024 | 21 | +17% | 2.59% | +0.39 pp | $5M | +16% |
| Q3 2024 | 18 | — | 2.20% | — | $5M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
6 institutions opened new positions in OCCI during Q2 2026, while 5 fully exited. 5 added to existing positions and 17 trimmed.
OCCI institutional ownership fell by 0.38 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 92.3% of all reported 13F value in OCCI, and the top 25 account for 99.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
OFS Credit Company, Inc. (OCCI) Institutional Ownership