Free Trial
→ Read this or regret it forever (From Porter & Company) (Ad)tc pixel Free OFS Stock Alerts

OFS Capital (OFS) Institutional Ownership

OFS Capital logo
$3.33 -0.25 (-6.98%)
Closing price 05/13/2026 04:00 PM Eastern
Extended Trading
$3.38 +0.04 (+1.35%)
As of 07:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for OFS Capital (NASDAQ:OFS)

Current
Institutional Ownership
Percentage
10.81%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$1.35M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.65M
Get OFS Insider Trade Alerts

Want to know when executives and insiders are buying or selling OFS Capital stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

OFS Institutional Buying and Selling by Quarter

OFS Capital Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2026 International Assets Investment Management LLC109,948$377K0.0%-28.2%0.821%
4/20/2026 Ritholtz Wealth Management11,842$42K0.0%-30.7%0.088%
2/18/2026Virtus Investment Advisers LLC82,221$391K0.1%+24.0%0.000%
2/17/2026Royal Bank of Canada11,500$55K0.0%+53.3%0.000%
2/16/2026Squarepoint Ops LLC42,369$202K0.0%N/A0.000%
2/13/2026Marshall Wace LLP79,122$377K0.0%N/A0.000%
2/13/2026Arkadios Wealth Advisors57,831$275K0.0%-25.6%0.000%
2/12/2026 Jane Street Group LLC13,869$66K0.0%N/A0.000%
2/11/2026O Shaughnessy Asset Management LLC62,957$300K0.0%-9.2%0.470%
2/3/2026 International Assets Investment Management LLC153,198$729K0.0%-8.8%0.000%
1/23/2026 Ritholtz Wealth Management17,088$81K0.0%-26.4%0.000%
11/17/2025 Bulldog Investors LLP57,639$443K0.1%-54.7%0.430%
11/14/2025Two Sigma Investments LP120,908$930K0.0%+5.8%0.902%
10/31/2025 International Assets Investment Management LLC168,003$1.42M0.1%+16.9%0.000%
10/29/2025Arkadios Wealth Advisors77,724$598K0.0%-7.6%0.000%
10/28/2025 Ritholtz Wealth Management23,226$179K0.0%-43.5%0.000%
8/15/2025Ameriprise Financial Inc.60,871$514K0.0%-21.9%0.000%
8/13/2025Virtus Investment Advisers LLC61,914$523K0.2%-21.2%0.000%
8/12/2025Advisors Asset Management Inc.85,088$718K0.0%-51.7%0.000%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.63,166$533K0.0%+5.2%0.000%
8/4/2025Arkadios Wealth Advisors84,140$710K0.0%-3.6%0.000%
7/28/2025 Ritholtz Wealth Management41,105$347K0.0%N/A0.000%
5/21/2025Acadian Asset Management LLC20,989$193K0.0%-65.4%0.157%
5/15/2025Trexquant Investment LP51,547$479K0.0%-15.1%0.385%
5/12/2025Connor Clark & Lunn Investment Management Ltd.60,061$558K0.0%+22.4%0.448%
5/1/2025Fort Sheridan Advisors LLC10,770$100K0.0%N/A0.080%
4/23/2025International Assets Investment Management LLC143,597$1.33M0.0%+3.0%1.072%
4/9/2025NBC Securities Inc.3,919$36K0.0%+130,533.3%0.029%
2/17/2025Two Sigma Advisers LP199,200$1.61M0.0%+16.3%1.487%
2/17/2025Bulldog Investors LLP113,563$916K0.2%N/A0.847%
2/17/2025Bank of America Corp DE7,079$57K0.0%+245.3%0.053%
2/14/2025Virtus ETF Advisers LLC64,344$519K0.2%+15.8%0.480%
2/12/2025Trexquant Investment LP60,704$490K0.0%+36.8%0.453%
2/11/2025LPL Financial LLC25,319$204K0.0%-24.4%0.189%
2/10/2025Connor Clark & Lunn Investment Management Ltd.49,066$396K0.0%+44.5%0.366%
1/15/2025Arkadios Wealth Advisors88,293$713K0.0%+7.7%0.659%
1/8/2025International Assets Investment Management LLC139,397$1.11M0.1%-88.2%1.040%
11/15/2024Jane Street Group LLC13,551$115K0.0%N/A0.101%
11/8/2024Advisors Asset Management Inc.244,849$2.07M0.0%-2.8%1.828%
11/8/2024Connor Clark & Lunn Investment Management Ltd.33,957$287K0.0%-6.2%0.253%
From the man who predicted 2008 crash… (Ad)

Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the biggest story of his 26-year career - an economic shift not seen since 1776. From the government taking stakes in Intel, Lithium Americas, and MP Materials, to sweeping political changes reshaping the economy, Stansberry argues a rare 'New 1776 Moment' is already underway. One Nobel Prize winner calls it a dividing line for all of society. His presentation covers the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Watch Porter Stansberry's full briefing and learn how to prepare now
10/24/2024Arkadios Wealth Advisors81,961$693K0.0%+7.3%0.612%
10/22/2024International Assets Investment Management LLC1,180,017$9.97M0.0%+783.4%8.807%
10/15/2024NBC Securities Inc.3,621$30K0.0%-46.5%0.027%
9/5/2024Sanctuary Advisors LLC12,102$114K0.0%N/A0.090%
8/6/2024Acadian Asset Management LLC66,280$586K0.0%-55.9%0.495%
8/1/2024Ritholtz Wealth Management15,271$135K0.0%-35.4%0.114%
7/30/2024International Assets Investment Management LLC133,577$1.19M0.1%-21.4%0.997%
7/29/2024Arkadios Wealth Advisors76,386$678K0.0%+80.6%0.570%
5/14/2024Advisors Asset Management Inc.287,580$2.86M0.1%+6.2%2.146%
5/13/2024O Shaughnessy Asset Management LLC50,287$499K0.0%-13.6%0.375%
5/10/2024Acadian Asset Management LLC150,422$1.49M0.0%-27.6%1.123%
4/30/2024Arkadios Wealth Advisors42,303$420K0.0%+108.1%0.316%
4/11/2024International Assets Investment Management LLC170,053$1.69M0.0%+4.8%1.269%
4/1/2024Confluence Investment Management LLC98,000$973K0.0%N/A0.731%
2/12/2024Cape Investment Advisory Inc.10,914$128K0.1%N/A0.081%
2/7/2024Access Investment Management LLC32,500$380K0.1%N/A0.243%
2/1/2024Sigma Planning Corp33,561$393K0.0%-36.8%0.250%
1/25/2024International Assets Investment Management LLC162,203$1.90M0.0%+9.5%1.210%
1/24/2024Arkadios Wealth Advisors20,333$238K0.0%+17.6%0.152%
1/24/2024International Assets Investment Management LLC1,897,775$22.20M0.0%+1,180.8%14.163%
1/18/2024Ritholtz Wealth Management29,298$343K0.0%+25.2%0.219%
11/15/2023Advisors Asset Management Inc.306,045$3.44M0.1%+7.0%2.284%
11/14/2023O Shaughnessy Asset Management LLC47,401$533K0.0%+39.0%0.354%
11/13/2023Connor Clark & Lunn Investment Management Ltd.15,911$179K0.0%N/A0.119%
11/13/2023Acadian Asset Management LLC202,591$2.28M0.0%+18.6%1.512%
11/8/2023Janney Montgomery Scott LLC12,835$144K0.0%-73.6%0.096%
11/8/2023Atria Wealth Solutions Inc.43,911$494K0.0%N/A0.328%
11/7/2023Virtus ETF Advisers LLC33,544$377K0.2%+79.4%0.250%
11/4/2023NBC Securities Inc.7,254$81K0.0%N/A0.054%
10/13/2023Ritholtz Wealth Management23,400$263K0.0%+43.9%0.175%
10/10/2023International Assets Investment Management LLC148,168$1.63M0.1%+45.9%1.106%
10/10/2023Confluence Investment Management LLC109,260$1.23M0.0%-35.4%0.815%
10/4/2023International Assets Investment Management LLC148,168$1.63M0.1%+45.9%1.106%
8/11/2023O Shaughnessy Asset Management LLC34,103$337K0.0%-9.3%0.255%
8/7/2023Acadian Asset Management LLC170,840$1.69M0.0%-17.4%1.275%
8/2/2023Sigma Planning Corp53,621$530K0.0%+1.9%0.400%
7/27/2023Virtu Financial LLC32,885$325K0.0%N/A0.245%
7/3/2023Confluence Investment Management LLC169,233$1.67M0.0%-43.5%1.263%
5/11/2023Acadian Asset Management LLC206,857$2.13M0.0%-12.0%1.544%
5/8/2023Sigma Planning Corp52,615$541K0.0%+2.4%0.393%
5/2/2023Arkadios Wealth Advisors12,133$125K0.0%N/A0.091%
4/28/2023Janney Montgomery Scott LLC48,383$498K0.0%+11.2%0.361%
4/20/2023Ritholtz Wealth Management15,985$164K0.0%-26.4%0.119%
4/19/2023International Assets Investment Management LLC101,544$1.05M0.2%-35.6%0.758%
4/6/2023Wiley BROS. Aintree Capital LLC15,100$155K0.1%-18.8%0.113%
4/4/2023Confluence Investment Management LLC299,274$3.08M0.0%-6.2%2.233%
2/10/2023O Shaughnessy Asset Management LLC50,126$511K0.0%+18.8%0.374%
2/8/2023Belpointe Asset Management LLC7,400$75K0.0%N/A0.055%
2/2/2023Silver Oak Securities Incorporated10,000$102K0.0%N/A0.075%
2/1/2023Janney Montgomery Scott LLC43,509$442K0.0%+4.4%0.325%
Read this or regret it forever (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
1/30/2023International Assets Investment Management LLC157,720$1.60M0.1%+115.5%1.178%
1/24/2023Sigma Planning Corp51,405$522K0.0%+10.6%0.384%
1/19/2023Ritholtz Wealth Management21,706$220K0.0%+32.5%0.162%
11/14/2022Virtus ETF Advisers LLC22,215$183K0.1%-10.2%0.166%
11/10/2022Sigma Planning Corp46,476$382K0.0%-7.1%0.347%
11/8/2022Advisors Asset Management Inc.150,474$1.24M0.0%+17.8%1.120%
10/31/2022International Assets Investment Management LLC73,194$602K0.1%+12.4%0.545%
10/25/2022Janney Montgomery Scott LLC41,684$343K0.0%+20.1%0.310%
10/25/2022Eagle Global Advisors LLC15,060$124K0.0%+38.3%0.112%
10/19/2022Ritholtz Wealth Management16,386$135K0.0%-21.3%0.122%


OFS Institutional Ownership - Frequently Asked Questions

During the previous two years, 23 institutional investors and hedge funds held shares of OFS Capital. The most heavily invested institutionals were Two Sigma Advisers LP ($1.61M), Two Sigma Investments LP ($930K), Advisors Asset Management Inc. ($718K), Connor Clark & Lunn Investment Management Ltd. ($533K), Virtus ETF Advisers LLC ($519K), Ameriprise Financial Inc. ($514K), and Trexquant Investment LP ($479K).Learn more on OFS Capital's institutional investors.

10.81% of OFS Capital's stock is owned by institutional investors. Learn more on OFS's institutional investor holdings.

Of the 19 institutional investors that purchased OFS Capital's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.07M), Bulldog Investors LLP ($113.56K), Marshall Wace LLP ($79.12K), Arkadios Wealth Advisors ($45.99K), Squarepoint Ops LLC ($42.37K), Ritholtz Wealth Management ($41.11K), and Connor Clark & Lunn Investment Management Ltd. ($29.21K).

Institutional investors have bought a total of 230,405 shares in the last 24 months. This purchase volume represents approximately $1.35M in transactions.

Of the 10 institutional investors that sold OFS Capital's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($91.18K), Bulldog Investors LLP ($69.55K), International Assets Investment Management LLC ($58.06K), Acadian Asset Management LLC ($39.74K), Arkadios Wealth Advisors ($29.43K), Ritholtz Wealth Management ($29.26K), and Ameriprise Financial Inc. ($17.06K).

Institutional investors have sold a total of 366,457 shares in the last 24 months. This volume of shares sold represents approximately $2.65M in transactions.


Related Companies

This page (NASDAQ:OFS) was last updated on 5/14/2026 by MarketBeat.com Staff.
From Our Partners
One coin wired into Elon's vision
The Kevin Warsh Fed takeover is here. And he's brought a thesis with him that almost nobody is talking about. ...
Crypto 101 Media | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Before you buy SpaceX shares, consider this alternative approach
SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceedin...
Weiss Ratings | Sponsoredtc pixel
Collect $1,170 a month from silver
I've Rarely Seen This With Silver This combination - 20% dividends + 68% share appreciation - never happens...
Investors Alley | Sponsoredtc pixel
Is this AI lab Elon’s SpaceX lifeline?
Elon Musk went from calling one AI lab 'evil' to striking a deal giving it access to SpaceX's entire Colossus ...
Chaikin Analytics | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel
Millionaire trader: “Buy this before May 15.”
Hedge fund legend Larry Benedict - who beat the S&P 500 by 18 times in 2025 and generated $95 million for clie...
Brownstone Research | Sponsoredtc pixel