HolderBook

OXFORD SQUARE CAP CORP (OXSQ)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

47
Reporting holders
$3.5M
Reported value
2.4%
Of shares outstanding
1.2%
Held as options
+2
Holder change

Institutions report 2,601,085 shares against 107,707,775 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Legal & General Group Plc$960.9K725,1710.00%31q+23.5%+$182.6K
UBS Group AG$399.3K302,5280.00%31q+168.3%+$250.5K
BlackRock, Inc.$382.9K290,0410.00%8q-2.5%-$9.8K
Virtus Investment Advisers, LLC$315.9K239,3210.07%6q+12.1%+$34.1K
Strategic Wealth Partners, Ltd.$166.3K126,0000.01%newNEW
BRIAN LOW FINANCIAL GROUP, LLC$166.3K126,0000.10%newNEW
Silverberg Bernstein Capital Management LLC$140.9K106,7100.05%11qHELD
MORGAN STANLEY$120.6K91,3430.00%34q+41.0%+$35.1K
Founders Financial Alliance, LLC$112.0K84,8650.01%10qHELD
TWO SIGMA INVESTMENTS, LP$90.7K68,7420.00%31q-5.4%-$5.1K
LPL Financial LLC$76.6K58,0420.00%26q-20.0%-$19.1K
Ethos Financial Group, LLC$51.2K38,7670.00%6q-7.6%-$4.2K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$49.5K37,4700.00%14qHELD
CITADEL ADVISORS LLC$41.4Koptions only0.00%2qOPTIONS
TWO SIGMA SECURITIES, LLC$41.3K31,2550.00%newNEW
BostonPremier Wealth LLC$34.4K26,0260.01%7qHELD
Cetera Investment Advisers$30.0K22,7480.00%10qHELD
Arkadios Wealth Advisors$29.1K22,0360.00%4q+3.9%+$1.1K
Sigma Planning Corp$28.9K21,8790.00%22q+2.7%
StoneX Group Inc.$26.7K19,6040.00%newNEW
LeClair Wealth Partners LLC$23.9K18,1220.01%newNEW
United Bank$20.4K15,4200.01%7qHELD
Reliant Investment Partners, LLC$17.8K13,4620.01%7q+6.9%+$1.1K
Acorn Wealth Advisors, LLC$16.5K12,4920.00%3qHELD
KENNEDY INVESTMENT GROUP, INC.$16.5K12,4920.01%6qHELD
ROYAL BANK OF CANADA$16.0K11,8000.00%14qHELD
CWA Asset Management Group, LLC$15.4K11,6980.00%newNEW
National Wealth Management Group, LLC$15.3K11,5840.00%8q+7.3%+$1.0K
ALERUS FINANCIAL NA$13.2K10,0000.00%18qHELD
LifeSteps Financial, Inc.$13.2K10,0000.01%9qHELD
MERCER GLOBAL ADVISORS INC /ADV$11.9K9,0530.00%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.1K5,3670.00%2q-47.8%-$6.5K
COMPASS FINANCIAL MANAGEMENT LLC$5.9K4,4590.00%newFIRST
Triumph Capital Management$4.8K3,6000.00%3qHELD
SIMPLEX TRADING, LLC$4.0K1,9550.00%3q+1084.8%+$3.7K
Ameritas Advisory Services, LLC$3.2K2,4240.00%newNEW
JPMORGAN CHASE & CO$2.4K1,8100.00%6q+37.1%
Integrated Wealth Concepts LLC$1.9K1,4580.00%newNEW
Arax Advisory Partners$1.9K1,4280.00%newNEW
HARBOUR INVESTMENTS, INC.$1.6K1,2040.00%2q+7.3%
CoreCap Advisors, LLC$1.4K1,0410.00%10qHELD
OSAIC HOLDINGS, INC.$7996050.00%26q+2.9%
WELLS FARGO & COMPANY/MN$7165420.00%31q-50.0%
Community Financial Services Group, LLC$6805150.00%2qHELD
HRT FINANCIAL LP$297225,3370.00%2q+180.9%
GROUP ONE TRADING LLC$132options only0.00%newOPTIONS
CANADA LIFE ASSURANCE Co$13099,1010.00%27qHELD
Cambridge Investment Research Advisors, Inc.$2821,7260.00%12q+96.4%
Caitong International Asset Management Co., Ltd$860.00%2q+200.0%
Farther Finance Advisors, LLC$000.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202647$3.5M2,601,085121361.2%
Q1 202645$4.9M2,501,8781012118.9%
Q4 202550$7.0M3,948,5131012180.0%
Q3 202559$9.2M5,760,6851318130.4%
Q2 202553$11.2M4,956,183101891.1%
Q1 202550$11.6M4,455,0261015110.1%
Q4 202449$10.8M4,385,8521311140.8%
Q3 202444$10.7M3,889,291613100.3%
Q2 202444$9.6M3,260,854612100.6%
Q1 202445$9.8M3,066,351911140.4%
Q4 202346$10.4M3,629,468812140.0%
Q3 202348$11.1M3,688,638616130.2%
Q2 202347$10.4M3,899,831617120.5%
Q1 202347$6.3M1,997,227613160.0%
Q4 202243$6.1M1,941,2731012110.0%
Q3 202251$7.4M2,432,821715120.7%
Q2 202249$8.2M2,225,757111651.3%
Q1 202253$9.7M2,269,6261119102.2%
Q4 202151$10.5M2,466,450810174.1%
Q3 202150$13.1M3,160,111716161.9%
Q2 202150$19.0M3,703,554416144.1%
Q1 202154$16.9M3,659,1461414180.8%
Q4 202050$11.6M3,813,992912200.3%
Q3 202049$12.6M5,068,38059211.0%
Q2 202051$16.1M5,695,3151012151.2%
Q1 202059$17.9M6,964,7161514130.7%
Q4 201968$42.4M7,569,6241422162.8%
Q3 201965$52.4M8,154,645916213.0%
Q2 201965$56.1M8,531,577817162.6%
Q1 201964$50.3M7,681,198617190.8%
Q4 201873$51.9M7,924,6012141.2%