OFS CAPITAL CORP (OFS) Top Institutional Shareholders
OFS CAPITAL CORP (OFS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $4.20M in OFS holdings during the latest filing period.
Independent Financial Group, Llc is currently the largest disclosed institutional shareholder of OFS tracked by InsiderSet, reporting ownership valued at approximately $1.43M in its June 30, 2021 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $613,080, representing an estimated loss of -57.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed OFS value among the investors covered in this analysis. Major shareholders include Independent Financial Group, Llc, International Assets Investment Management, Llc, Virtus Investment Advisers, Llc, and several other long-term asset managers with concentrated positions in OFS CAPITAL CORP (OFS).
This page ranks the largest institutional OFS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
32
Total Reported Value
$4.20M
Largest Holder
Independent Financial Group, Llc
Largest Position
$1.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | 0.02% | 156,000 | $1,432,860 | $613,080 | -$819,780 | -57.21% | |
| International Assets Investment Management, Llc | 0.03% | 109,948 | $377,463 | $432,096 | +$54,633 | +14.47% | |
| Virtus Investment Advisers, Llc | 0.09% | 92,665 | $328,961 | $364,173 | +$35,212 | +10.70% | |
| Marshall Wace, Llp | 0.00% | 75,111 | $266,645 | $295,186 | +$28,541 | +10.70% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 61,181 | $217,193 | $240,441 | +$23,248 | +10.70% | |
| Bulldog Investors, Llp | 0.05% | 57,639 | $204,618 | $226,521 | +$21,903 | +10.70% | |
| Squarepoint Ops Llc | 0.00% | 50,322 | $178,643 | $197,765 | +$19,122 | +10.70% | |
| Vident Advisory, Llc | 0.00% | 49,237 | $174,791 | $193,501 | +$18,710 | +10.70% | |
| Two Sigma Investments, Lp | 0.00% | 44,006 | $156,221 | $172,944 | +$16,723 | +10.70% | |
| Morgan Stanley | 0.00% | 39,563 | $140,451 | $155,483 | +$15,032 | +10.70% | |
| Arkadios Wealth Advisors | 0.00% | 35,788 | $127,047 | $140,647 | +$13,600 | +10.70% | |
| Prota Financial, Llc | 0.04% | 25,900 | $107,615 | $101,787 | -$5,828 | -5.42% | |
| Susquehanna International Group, Llp | 0.00% | 23,299 | $82,711 | $91,565 | +$8,854 | +10.70% | |
| Ubs Group Ag | 0.00% | 21,760 | $77,248 | $85,517 | +$8,269 | +10.70% | |
| Soa Wealth Advisors, Llc. | 0.01% | 19,672 | $69,834 | $77,311 | +$7,477 | +10.71% | |
| Xtx Topco Ltd | 0.00% | 16,641 | $59,076 | $65,399 | +$6,323 | +10.70% | |
| &Partners | 0.00% | 13,500 | $47,925 | $53,055 | +$5,130 | +10.70% | |
| Sanctuary Advisors, Llc | 0.00% | 12,102 | $42,962 | $47,561 | +$4,599 | +10.70% | |
| Ritholtz Wealth Management | 0.00% | 11,842 | $42,037 | $46,539 | +$4,502 | +10.71% | |
| Royal Bank Of Canada | 0.00% | 10,500 | $37,000 | $41,265 | +$4,265 | +11.53% | |
| Lgt Financial Advisors Llc | 0.06% | 3,085 | $10,952 | $12,124 | +$1,172 | +10.70% | |
| Simplex Trading, Llc | 0.00% | 1,951 | $6,926 | $7,667 | +$741 | +10.71% | |
| Osaic Holdings, Inc. | 0.00% | 1,106 | $3,926 | $4,347 | +$421 | +10.71% | |
| Nbc Securities, Inc. | 0.00% | 809 | $2,873 | $3,179 | +$306 | +10.66% | |
| Triumph Capital Management | 0.00% | 500 | $1,775 | $1,965 | +$190 | +10.70% | |
| Cwm, Llc | 0.00% | 100 | $355 | $393 | +$38 | +10.70% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 15,040 | $53 | $59,107 | +$59,054 | +111423.02% | |
| Janney Montgomery Scott Llc | 0.00% | 13,250 | $47 | $52,073 | +$52,026 | +110692.55% | |
| Allworth Financial Lp | 0.00% | 7 | $25 | $28 | +$3 | +10.04% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 3 | $11 | $12 | +$1 | +7.18% | |
| Wells Fargo & Company/Mn | 0.00% | 2 | $7 | $8 | +$1 | +12.29% | |
| Citigroup Inc | 0.00% | 1 | $4 | $4 | -$0 | -1.75% |
Frequently asked questions about OFS
Who owns the most OFS stock?
The largest holders of OFS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for OFS CAPITAL CORP (OFS).
Is OFS widely held by superinvestors?
Many widely followed stocks like OFS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OFS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.