Who owns OXLC (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-Q1 13F filings. 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
13 tracked funds added or opened OXLC while 27 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 88 tracked filers holding OXLC, 52 increased or opened the position and 69 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 2025-Q4 and 2026-Q1 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 6
- Kohlberg Kravis Roberts & Co. L.P.$31M
- Polar Asset Management Partners Inc.$20M
- Saba Capital Management, L.P.$18M
- Blackstone Inc.$7M
- Simplify Asset Management Inc.$978K
- Jain Global LLC$648K
Full exits 9
- Karpus Management, Inc.$74M
- Bulldog Investors, LLP$7M
- Realta Investment Advisors$4M
- J.W. COLE ADVISORS, INC.$2M
- Arlington Capital Management, Inc.$1M
- JANE STREET GROUP, LLC$999K
Largest adds
- CITADEL ADVISORS LLC$8M
- MORGAN STANLEY$6M
- UBS Group AG$983K
- Eagle Point Credit Management LLC$889K
- McIlrath & Eck, LLC$323K
- Lido Advisors, LLC$280K
Largest trims
- BARCLAYS PLC$19M
- North Ground Capital$15M
- Alpine Global Management, LLC$5M
- Thomas J. Herzfeld Advisors, Inc.$4M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Border to Coast Pensions Partnership Ltd$2M
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 | 3,568,365 | $35M | 15.0% | 2026-Q1 |
| Kohlberg Kravis Roberts & Co. L.P. new | 3,187,230 | $31M | 13.4% | 2026-Q1 |
| Polar Asset Management Partners Inc. new | 2,000,000 | $20M | 8.4% | 2026-Q1 |
| Saba Capital Management, L.P. new | 1,852,145 | $18M | 7.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,143,980 | $11M | 4.8% | 2026-Q1 |
| Eagle Point Credit Management LLC added | 834,459 | $8M | 3.5% | 2026-Q1 |
| Blackstone Inc. new | 675,000 | $7M | 2.8% | 2026-Q1 |
| BARCLAYS PLC trimmed | 538,416 | $5M | 2.3% | 2026-Q1 |
| Border to Coast Pensions Partnership Ltd | 440,000 | $4M | 1.9% | 2026-Q1 |
| ARES MANAGEMENT LLC added | 258,692 | $3M | 1.1% | 2026-Q1 |
| Alpine Global Management, LLC trimmed | 257,992 | $3M | 1.1% | 2026-Q1 |
| IAT REINSURANCE CO LTD. | 100,000 | $2M | 1.1% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 222,539 | $2M | 0.9% | 2026-Q1 |
| Freestone Capital Holdings, LLC added | 221,379 | $2M | 0.9% | 2026-Q1 |
| Virtus Investment Advisers, LLC added | 208,647 | $2M | 0.9% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S added | 162,907 | $2M | 0.7% | 2026-Q1 |
| Delphi Financial Group, Inc. | 145,030 | $1M | 0.6% | 2026-Q1 |
| UBS Group AG added | 134,178 | $1M | 0.6% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 133,129 | $1M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 108,500 | $1M | 0.5% | 2026-Q1 |
| Simplify Asset Management Inc. trimmed | 100,000 | $978K | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 93,211 | $912K | 0.4% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 91,622 | $896K | 0.4% | 2026-Q1 |
| GatePass Capital, LLC added | 90,300 | $883K | 0.4% | 2026-Q1 |
| Samalin Investment Counsel, LLC added | 81,125 | $793K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 69,739 | $682K | 0.3% | 2026-Q1 |
| Jain Global LLC new | 66,250 | $648K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 53,755 | $526K | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 46,470 | $454K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 43,662 | $427K | 0.2% | 2026-Q1 |
| McIlrath & Eck, LLC added | 42,263 | $413K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 37,996 | $372K | 0.2% | 2026-Q1 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 13,200 | $326K | 0.1% | 2026-Q1 |
| M&T Bank Corp added | 30,927 | $302K | 0.1% | 2026-Q1 |
| WESBANCO BANK INC | 30,090 | $294K | 0.1% | 2026-Q1 |
| Entropy Technologies, LP trimmed | 29,423 | $288K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 28,499 | $279K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 27,572 | $270K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 25,881 | $253K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 25,633 | $245K | 0.1% | 2026-Q1 |
| North Ground Capital trimmed | 25,000 | $244K | 0.1% | 2026-Q1 |
| EIGHT 31 FINANCIAL, LLC added | 23,722 | $232K | 0.1% | 2026-Q1 |
| Gibbs Wealth Management new | 23,295 | $228K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 22,690 | $222K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 21,420 | $210K | 0.1% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 20,539 | $201K | 0.1% | 2026-Q1 |
| Abel Hall, LLC added | 20,000 | $196K | 0.1% | 2026-Q1 |
| Capital CS Group, LLC added | 18,900 | $185K | 0.1% | 2026-Q1 |
| Elliott Investment Management L.P. new | 1,019,239 | $17M | 7.4% | 2025-Q3 stale |
| Bulldog Investors, LLP added | 485,401 | $7M | 3.1% | 2025-Q4 stale |
| Karpus Management, Inc. new | 150,975 | $4M | 1.7% | 2025-Q4 stale |
| Realta Investment Advisors trimmed | 242,781 | $4M | 1.5% | 2025-Q4 stale |
| Geneos Wealth Management Inc. added | 579,347 | $2M | 1.0% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. added | 158,935 | $2M | 1.0% | 2025-Q4 stale |
| Almitas Capital LLC new | 119,999 | $2M | 0.9% | 2025-Q3 stale |
| Virtu Financial LLC added | 454,325 | $2M | 0.8% | 2025-Q2 stale |
| INDEPENDENT FINANCIAL GROUP, LLC added | 445,323 | $2M | 0.8% | 2025-Q2 stale |
| Transce3nd, LLC added | 415,326 | $2M | 0.8% | 2025-Q2 stale |
| &PARTNERS added | 305,307 | $1M | 0.6% | 2025-Q2 stale |
| Arlington Capital Management, Inc. trimmed | 70,929 | $1M | 0.4% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 68,216 | $999K | 0.4% | 2025-Q4 stale |
| OPPENHEIMER & CO INC trimmed | 56,680 | $960K | 0.4% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 49,040 | $717K | 0.3% | 2025-Q4 stale |
| Marex Group plc trimmed | 48,349 | $708K | 0.3% | 2025-Q4 stale |
| Aptus Capital Advisors, LLC | 40,135 | $588K | 0.3% | 2025-Q4 stale |
| Buska Wealth Management, LLC added | 136,450 | $573K | 0.2% | 2025-Q2 stale |
| XTX Topco Ltd added | 33,967 | $497K | 0.2% | 2025-Q4 stale |
| Jump Financial, LLC trimmed | 32,235 | $472K | 0.2% | 2025-Q4 stale |
| Sheaff Brock Investment Advisors, LLC added | 92,620 | $437K | 0.2% | 2025-Q1 stale |
| VARCOV Co. new | 28,902 | $423K | 0.2% | 2025-Q4 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 28,449 | $416K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 83,064 | $394K | 0.2% | 2025-Q1 stale |
| TWO SIGMA SECURITIES, LLC trimmed | 23,428 | $343K | 0.1% | 2025-Q4 stale |
| NICOLET ADVISORY SERVICES, LLC new | 20,383 | $342K | 0.1% | 2025-Q3 stale |
| CastleKnight Management LP trimmed | 19,400 | $328K | 0.1% | 2025-Q3 stale |
| Savvy Advisors, Inc. new | 21,858 | $320K | 0.1% | 2025-Q4 stale |
| BARD ASSOCIATES INC | 63,567 | $300K | 0.1% | 2025-Q1 stale |
| CFO4Life Group, LLC added | 19,282 | $282K | 0.1% | 2025-Q4 stale |
| Sigma Planning Corp trimmed | 57,495 | $271K | 0.1% | 2025-Q1 stale |
| Integrated Wealth Concepts LLC trimmed | 15,948 | $270K | 0.1% | 2025-Q3 stale |
| MONEY CONCEPTS CAPITAL CORP trimmed | 62,665 | $263K | 0.1% | 2025-Q2 stale |
| Sanctuary Advisors, LLC trimmed | 17,656 | $258K | 0.1% | 2025-Q4 stale |
| CHOREO, LLC trimmed | 16,521 | $253K | 0.1% | 2025-Q4 stale |
| Vident Advisory, LLC trimmed | 16,742 | $245K | 0.1% | 2025-Q4 stale |
| PARTNERS WEALTH MANAGEMENT, LLC | 46,702 | $225K | 0.1% | 2025-Q2 stale |
| Sage Capital Advisors,llc added | 15,167 | $222K | 0.1% | 2025-Q4 stale |
| NATIONAL BANK OF CANADA /FI/ trimmed | 12,909 | $218K | 0.1% | 2025-Q3 stale |
| K2 PRINCIPAL FUND, L.P. trimmed | 12,868 | $218K | 0.1% | 2025-Q3 stale |
| Castleview Partners, LLC new | 14,400 | $211K | 0.1% | 2025-Q4 stale |
| Ferguson Shapiro LLC new | 11,856 | $201K | 0.1% | 2025-Q3 stale |
| TT Capital Management LLC added | 47,050 | $198K | 0.1% | 2025-Q2 stale |
| Squarepoint Ops LLC trimmed | 13,064 | $191K | 0.1% | 2025-Q4 stale |
| D.A. DAVIDSON & CO. trimmed | 11,236 | $190K | 0.1% | 2025-Q3 stale |
| MGO ONE SEVEN LLC added | 44,889 | $189K | 0.1% | 2025-Q2 stale |
| BURNEY CO/ new | 12,651 | $185K | 0.1% | 2025-Q4 stale |
| HighPoint Advisor Group LLC trimmed | 12,370 | $181K | 0.1% | 2025-Q4 stale |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 11,600 | $170K | 0.1% | 2025-Q4 stale |
| Marks Wealth, LLC added | 40,012 | $168K | 0.1% | 2025-Q2 stale |
| SUMMITRY LLC | 40,000 | $168K | 0.1% | 2025-Q2 stale |
| Engineers Gate Manager LP added | 34,826 | $164K | 0.1% | 2025-Q1 stale |
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.