OXFORD SQUARE CAPITAL CORP OXSQ
$1.33
+0.8% 52w: $1.19 – $1.87
Latest 13F among current holders filed 1 month ago (Jul 8, 2026)
Price — last 12 months
research preview data1.191.531.87
Aug 19, 2025 Jul 2, 2026
Institutional holders
49
-4 QoQ
13F value
$5.0M
-31.1% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $435K puts
Institutional value by quarter
Number of holders
Who owns OXSQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Legal & General Group Plc | Diversified mechanical | 587.3K | $1.0M | 0.0% | +4.2% |
| BlackRock, Inc. | Index provider | 297.4K | $526K | 0.0% | -40.6% |
| Virtus Investment Advisers, LLC | Other | 213.5K | $378K | — | -4.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 202.6K | $359K | 0.0% | -1.1% |
| XTX Topco Ltd | Market maker | 162.2K | $287K | 0.0% | New |
| Virtu Financial LLC | Market maker | 119.8K | $212K | — | +162.9% |
| UBS Group AG | Bank broker | 112.8K | $200K | 0.0% | -51.3% |
| Silverberg Bernstein Capital Management LLC ★2 | Fundamental diversified | 106.7K | $189K | — | +42.6% |
| CANADA LIFE ASSURANCE Co | Diversified mechanical | 99.1K | $176K | 0.0% | +9.2% |
| Founders Financial Alliance, LLC | Other | 84.9K | $150K | 0.0% | Held |
| HRT FINANCIAL LP | Diversified mechanical | 80.2K | $141K | 0.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 72.6K | $129K | 0.0% | -86.9% |
| LPL Financial LLC | Bank broker | 72.5K | $128K | 0.0% | +35.4% |
| Kingsview Wealth Management, LLC | Wealth advisor | 65.4K | $116K | 0.0% | Held |
| McIlrath & Eck, LLC | Wealth advisor | 65.4K | $116K | 0.0% | +166.8% |
| MORGAN STANLEY | Bank broker | 64.8K | $115K | 0.0% | +10.2% |
| CITIGROUP INC | Bank broker | 50.2K | $89K | 0.0% | New |
| Ethos Financial Group, LLC | Wealth advisor | 42.0K | $74K | 0.0% | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 37.5K | $66K | 0.0% | Held |
| BostonPremier Wealth LLC | Wealth advisor | 26.0K | $46K | 0.0% | -26.1% |
| Cetera Investment Advisers | Wealth advisor | 22.7K | $40K | 0.0% | -5.4% |
| Parkside Financial Bank & Trust | Diversified mechanical | 22.2K | $39K | 0.0% | Held |
| Sigma Planning Corp | Wealth advisor | 21.3K | $38K | 0.0% | +1.4% |
| Arkadios Wealth Advisors | Wealth advisor | 21.2K | $38K | 0.0% | +3.0% |
| First Affirmative Financial Network | Other | 19.0K | $34K | — | — |
| United Bank | Other | 15.4K | $27K | 0.0% | Held |
| SIH Partners, LLLP | Quant stat arb | 14.1K | $25K | 0.0% | New |
| Reliant Investment Partners, LLC ★2 | Fundamental diversified | 12.6K | $22K | 0.0% | +6.3% |
| KENNEDY INVESTMENT GROUP, INC. | Other | 12.5K | $22K | 0.0% | +6.3% |
| Acorn Wealth Advisors, LLC | Wealth advisor | 12.4K | $22K | 0.0% | +3.2% |
| ROYAL BANK OF CANADA | Bank broker | 11.8K | $21K | 0.0% | 0.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 11.1K | $20K | 0.0% | -42.7% |
| National Wealth Management Group, LLC | Wealth advisor | 10.8K | $19K | 0.0% | +5.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 10.3K | $18K | 0.0% | New |
| LifeSteps Financial, Inc. | Wealth advisor | 10.0K | $18K | 0.0% | Held |
| ALERUS FINANCIAL NA | Wealth advisor | 10.0K | $18K | 0.0% | Held |
| Triumph Capital Management | Wealth advisor | 3.6K | $6K | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.0K | $4K | 0.0% | Held |
| JPMORGAN CHASE & CO | Bank broker | 1.3K | $2K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 1.1K | $2K | 0.0% | New |
| CoreCap Advisors, LLC | Wealth advisor | 1.0K | $2K | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 588 | $1K | 0.0% | +5.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 542 | $959 | 0.0% | -53.0% |
| Community Financial Services Group, LLC ★2 | Fundamental diversified | 515 | $912 | 0.0% | New |
| SIMPLEX TRADING, LLC | Market maker | 165 | $292 | 0.0% | -80.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 150 | $252 | 0.0% | -90.7% |
| Allworth Financial LP | Wealth advisor | 22 | $39 | 0.0% | New |
| Caitong International Asset Management Co., Ltd | Diversified mechanical | 2 | $4 | — | New |
| Farther Finance Advisors, LLC | Wealth advisor | 0 | $0 | 0.0% | Exited |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.