Who Owns OFS (OCCI)? -- Institutional Holders (2026-06-30)

Name: OFS (OCCI) Institutional Holders (2026-06-30)
Creator: ko.io

38 institutions reported holding $3.3M of OFS (OCCI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Virtus Investment Advisers, LLC ($1.0M), MORGAN STANLEY ($879,236), Kestra Advisory Services, LLC ($288,912), Meridian Wealth Management, LLC ($278,016), JANE STREET GROUP, LLC ($159,582). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Virtus Investment Advisers, LLC	$1.0M	392,323	Trimmed
2	MORGAN STANLEY	$879,236	343,451	Trimmed
3	Kestra Advisory Services, LLC	$288,912	112,856	Added
4	Meridian Wealth Management, LLC	$278,016	108,600	Hold
5	JANE STREET GROUP, LLC	$159,582	62,337	Trimmed
6	LPL Financial LLC	$130,504	50,978	Added
7	CITADEL ADVISORS LLC	$107,011	41,801	New
8	HRT FINANCIAL LP	$60,000	23,724	New
9	Cetera Investment Advisers	$50,401	19,688	New
10	Advisory Solutions Group, LLC	$48,978	19,132	New
11	TWO SIGMA SECURITIES, LLC	$39,857	15,569	New
12	BOOTHBAY FUND MANAGEMENT, LLC	$37,473	14,638	New
13	Prospera Financial Services Inc	$32,569	12,722	Added
14	Private Advisor Group, LLC	$31,793	12,419	New
15	One Capital Management, LLC	$31,602	10,935	Hold
16	Cresset Asset Management, LLC	$27,582	10,774	Added
17	Cambridge Investment Research Advisors, Inc.	$27,000	10,647	Trimmed
18	UBS Group AG	$15,526	6,065	Trimmed
19	Newbridge Financial Services Group, Inc.	$14,937	5,835	Added
20	NewEdge Advisors, LLC	$14,625	5,713	Hold
21	OSAIC HOLDINGS, INC.	$10,106	3,948	Added
22	COMPASS FINANCIAL MANAGEMENT LLC	$7,103	2,775	New
23	Global Retirement Partners, LLC	$6,804	2,658	Trimmed
24	BNP PARIBAS FINANCIAL MARKETS	$6,211	2,426	Added
25	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$5,184	2,025	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30