Who owns OXLC
Which tracked institutional funds hold OXLC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OXLC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
12 tracked funds added or opened OXLC while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OXLC’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes OXLC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OXLC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 91 tracked filers holding OXLC, 59 increased or opened the position and 41 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OXLC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- J.W. COLE ADVISORS, INC.$1M
- JANE STREET GROUP, LLC$722K
- VARCOV Co.$648K
- Advisory Solutions Group, LLC$551K
Full exits 7
- Saba Capital Management, L.P.$18M
- Border to Coast Pensions Partnership Ltd$4M
- Thomas J. Herzfeld Advisors, Inc.$2M
- BI Asset Management Fondsmaeglerselskab A/S$2M
- WEDBUSH SECURITIES INC$1M
- Simplify Asset Management Inc.$978K
Largest adds
- GOLDMAN SACHS GROUP INC$13M
- Jain Global LLC$8M
- CITADEL ADVISORS LLC$4M
- BARCLAYS PLC$2M
- Blackstone Inc.$1M
- Polar Asset Management Partners Inc.$1M
Largest trims
- Kohlberg Kravis Roberts & Co. L.P.$16M
- UBS Group AG$1M
- MORGAN STANLEY$1M
- Eagle Point Credit Management LLC$851K
- Alpine Global Management, LLC$788K
- Virtus Investment Advisers, LLC$696K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,840,792 | $34M | 14.3% | 2026-Q2 |
| Polar Asset Management Partners Inc. added | 2,350,000 | $21M | 8.8% | 2026-Q2 |
| Kohlberg Kravis Roberts & Co. L.P. trimmed | 1,771,302 | $16M | 6.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,703,401 | $15M | 6.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,452,349 | $13M | 5.4% | 2026-Q2 |
| Jain Global LLC added | 1,017,585 | $9M | 3.8% | 2026-Q2 |
| Blackstone Inc. added | 910,000 | $8M | 3.4% | 2026-Q2 |
| BARCLAYS PLC added | 850,002 | $7M | 3.2% | 2026-Q2 |
| Eagle Point Credit Management LLC | 834,459 | $7M | 3.1% | 2026-Q2 |
| IAT REINSURANCE CO LTD. | 100,000 | $2M | 1.1% | 2026-Q2 |
| ARES MANAGEMENT LLC added | 268,564 | $2M | 1.0% | 2026-Q2 |
| Freestone Capital Holdings, LLC trimmed | 211,424 | $2M | 0.8% | 2026-Q2 |
| Alpine Global Management, LLC trimmed | 198,112 | $2M | 0.7% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 167,521 | $1M | 0.6% | 2026-Q2 |
| Virtus Investment Advisers, LLC trimmed | 153,504 | $1M | 0.6% | 2026-Q2 |
| Delphi Financial Group, Inc. | 145,030 | $1M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 110,333 | $967K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 91,451 | $801K | 0.3% | 2026-Q2 |
| Founders Financial Alliance, LLC trimmed | 88,808 | $778K | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 84,148 | $737K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 83,655 | $733K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 82,446 | $722K | 0.3% | 2026-Q2 |
| VARCOV Co. added | 73,928 | $648K | 0.3% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 62,942 | $551K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 59,309 | $520K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 51,066 | $447K | 0.2% | 2026-Q2 |
| DRW Securities, LLC added | 49,458 | $433K | 0.2% | 2026-Q2 |
| Samalin Investment Counsel, LLC trimmed | 46,529 | $408K | 0.2% | 2026-Q2 |
| OneAscent Family Office, LLC new | 46,457 | $407K | 0.2% | 2026-Q2 |
| Skaana Management L.P. new | 16,163 | $398K | 0.2% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 42,881 | $376K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 40,527 | $355K | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 38,868 | $340K | 0.1% | 2026-Q2 |
| Marex Group Ltd trimmed | 33,905 | $297K | 0.1% | 2026-Q2 |
| WESBANCO BANK INC added | 32,090 | $281K | 0.1% | 2026-Q2 |
| M&T Bank Corp | 30,927 | $271K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 29,754 | $261K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 27,140 | $238K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 26,969 | $236K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 25,487 | $223K | 0.1% | 2026-Q2 |
| EIGHT 31 FINANCIAL, LLC added | 25,253 | $221K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 22,192 | $194K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 22,057 | $193K | 0.1% | 2026-Q2 |
| Capital CS Group, LLC added | 20,472 | $179K | 0.1% | 2026-Q2 |
| Abel Hall, LLC | 20,000 | $175K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 18,474 | $162K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 17,393 | $159K | 0.1% | 2026-Q2 |
| Fermata Advisors, LLC added | 17,297 | $152K | 0.1% | 2026-Q2 |
| Attessa Capital LLC new | 17,262 | $151K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. | 15,996 | $140K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 13,790 | $121K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 11,300 | $99K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 10,733 | $94K | 0.0% | 2026-Q2 |
| CURA WEALTH ADVISORS, LLC | 10,247 | $90K | 0.0% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 10,103 | $89K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,055 | $88K | 0.0% | 2026-Q2 |
| Parisi Gray Wealth Management | 10,000 | $88K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 9,994 | $88K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. added | 8,640 | $76K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 7,780 | $69K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. added | 7,381 | $65K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC added | 4,601 | $40K | 0.0% | 2026-Q2 |
| Triumph Capital Management trimmed | 4,336 | $38K | 0.0% | 2026-Q2 |
| Security National Bank new | 4,000 | $35K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 4,000 | $35K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 3,861 | $34K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 2,863 | $25K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 2,362 | $21K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 2,205 | $19K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,107 | $18K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 1,940 | $17K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,930 | $17K | 0.0% | 2026-Q2 |
| SWAN Capital LLC | 1,232 | $11K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 1,000 | $9K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 641 | $6K | 0.0% | 2026-Q2 |
| Highland Investment Advisors LLC new | 611 | $5K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 600 | $5K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 498 | $4K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 452 | $4K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 400 | $4K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 300 | $3K | 0.0% | 2026-Q2 |
| Arax Advisory Partners trimmed | 258 | $2K | 0.0% | 2026-Q2 |
| Bangor Savings Bank new | 150 | $1K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 146 | $1K | 0.0% | 2026-Q2 |
| Elequin Capital, LP new | 124 | $1K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 104 | $909 | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 100 | $876 | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 94 | $823 | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC new | 26 | $228 | 0.0% | 2026-Q2 |
| Quarry LP new | 4 | $35 | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1 | $9 | 0.0% | 2026-Q2 |
| Saba Capital Management, L.P. new | 1,852,145 | $18M | 7.7% | 2026-Q1 stale (1 quarter behind) |
| Border to Coast Pensions Partnership Ltd | 440,000 | $4M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 222,539 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Karpus Management, Inc. new | 853,683 | $22M | 9.2% | 2025-Q4 stale (2 quarters behind) |
| Bulldog Investors, LLP added | 485,401 | $7M | 3.0% | 2025-Q4 stale (2 quarters behind) |
| Realta Investment Advisors trimmed | 242,781 | $4M | 1.5% | 2025-Q4 stale (2 quarters behind) |
| Elliott Investment Management L.P. new | 1,019,239 | $17M | 7.4% | 2025-Q3 stale (3 quarters behind) |
| Almitas Capital LLC new | 119,999 | $2M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| Geneos Wealth Management Inc. added | 579,347 | $2M | 1.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.