OCCI

OFS Credit Company, Inc.

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CIK 1716951

$2.40

+0.01 (+0.42%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding OCCI · 2026-Q1 methodology → sources →

27 holders

% of shares outstanding held

—

Shares held (13F)

1,374,258

Reporting holders

Top holders

largest 27 of 27 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Virtus Investment Advisers, LLC	462,155462,155	$1M	—	ADD 10%
2	MORGAN STANLEY	383,185383,185	$1M	—	TRIM -18%
3	Meridian Wealth Management, LLC	108,600108,600	$313,854	—	NEW
4	Kestra Advisory Services, LLC	92,85692,856	$268,355	—	ADD 12%
5	JANE STREET GROUP, LLC	92,77692,776	$268,122	—	NEW
6	UBS Group AG	60,46160,461	$174,732	—	ADD 1046%
7	LPL Financial LLC	45,77645,776	$132,293	—	TRIM -25%
8	XTX Topco Ltd	41,81141,811	$120,834	—	NEW
9	SUSQUEHANNA INTERNATIONAL GROUP, LLP	13,00813,008	$37,593	—	NEW
10	COMMONWEALTH EQUITY SERVICES, LLC	12,84312,843	$37,120	—	—
11	Prospera Financial Services Inc	12,61312,613	$36,453	—	ADD 18%
12	Cambridge Investment Research Advisors, Inc.	12,48212,482	$36,000	—	NEW
13	One Capital Management, LLC	10,93510,935	$31,602	—	ADD 3%
14	Cresset Asset Management, LLC	10,22310,223	$29,545	—	NEW
15	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4,5424,542	$13,126	—	NEW
16	NFSG Corp	2,6562,656	$7,677	—	ADD 8%
17	OSAIC HOLDINGS, INC.	2,6402,640	$7,629	—	TRIM -48%
18	BNP PARIBAS FINANCIAL MARKETS	1,9921,992	$5,757	—	—
19	Pinnacle Wealth Planning Services, Inc.	962962	$2,780	—	—
20	WPG Advisers, LLC	589589	$1,702	—	ADD 7%
21	HIGHLINE WEALTH PARTNERS LLC	500500	$1,445	—	—
22	Allworth Financial LP	302302	$874	—	—
23	HARBOUR INVESTMENTS, INC.	256256	$741	—	NEW
24	JPMORGAN CHASE & CO	4343	$122	—	NEW
25	FIFTH THIRD BANCORP	4141	$118	—	NEW
26	NATIONAL BANK OF CANADA /FI/	1010	$29	—	—
27	WELLS FARGO & COMPANY/MN	11	$3	—	TRIM -50%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder	2024-Q4	2025-Q1	2025-Q2	2025-Q3	2025-Q4	2026-Q1	Latest value
Virtus Investment Advisers, LLC	—	393K	350K	417K	421K	462K	$1M
MORGAN STANLEY	13K	13K	329K	243K	466K	383K	$1M
Meridian Wealth Management, LLC	—	—	—	—	—	109K	$313,854
Kestra Advisory Services, LLC	54K	53K	53K	63K	83K	93K	$268,355
JANE STREET GROUP, LLC	—	63K	42K	30K	—	93K	$268,122
UBS Group AG	—	2K	324	14K	5K	60K	$174,732
LPL Financial LLC	106K	87K	89K	86K	61K	46K	$132,293
XTX Topco Ltd	—	—	—	—	—	42K	$120,834
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13K	—	12K	—	—	13K	$37,593
COMMONWEALTH EQUITY SERVICES, LLC	—	—	—	—	13K	13K	$37,120
Prospera Financial Services Inc	—	—	12K	12K	11K	13K	$36,453
Cambridge Investment Research Advisors, Inc.	—	—	—	—	—	12K	$36,000
One Capital Management, LLC	—	—	—	11K	11K	11K	$31,602
Cresset Asset Management, LLC	—	—	—	—	—	10K	$29,545
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	—	—	—	—	—	5K	$13,126

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	27	1,374,258	—	$4M
2025-Q4	28	1,141,490	—	$6M
2025-Q3	26	954,111	—	$5M
2025-Q2	29	1,127,716	—	$7M
2025-Q1	23	945,568	—	$6M
2024-Q4	20	774,121	—	$6M
2024-Q3	17	644,440	—	$5M
2024-Q2	24	1,113,457	—	$8M
2024-Q1	26	2,741,109	—	$20M
2023-Q4	25	2,569,354	—	$17M
2023-Q3	22	1,868,785

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding OCCI · 2026-Q1 methodology → sources →

27 holders

% of shares outstanding held

—

Shares held (13F)

1,374,258

Reporting holders

Top holders

largest 27 of 27 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Virtus Investment Advisers, LLC	462,155462,155	$1M	—	ADD 10%
2	MORGAN STANLEY	383,185383,185	$1M	—	TRIM -18%
3	Meridian Wealth Management, LLC	108,600108,600	$313,854	—	NEW
4	Kestra Advisory Services, LLC	92,85692,856	$268,355	—	ADD 12%
5	JANE STREET GROUP, LLC	92,77692,776	$268,122	—	NEW
6	UBS Group AG	60,46160,461	$174,732	—	ADD 1046%
7	LPL Financial LLC	45,77645,776	$132,293	—	TRIM -25%
8	XTX Topco Ltd	41,81141,811	$120,834	—	NEW
9	SUSQUEHANNA INTERNATIONAL GROUP, LLP	13,00813,008	$37,593	—	NEW
10	COMMONWEALTH EQUITY SERVICES, LLC	12,84312,843	$37,120	—	—
11	Prospera Financial Services Inc	12,61312,613	$36,453	—	ADD 18%
12	Cambridge Investment Research Advisors, Inc.	12,48212,482	$36,000	—	NEW
13	One Capital Management, LLC	10,93510,935	$31,602	—	ADD 3%
14	Cresset Asset Management, LLC	10,22310,223	$29,545	—	NEW
15	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4,5424,542	$13,126	—	NEW
16	NFSG Corp	2,6562,656	$7,677	—	ADD 8%
17	OSAIC HOLDINGS, INC.	2,6402,640	$7,629	—	TRIM -48%
18	BNP PARIBAS FINANCIAL MARKETS	1,9921,992	$5,757	—	—
19	Pinnacle Wealth Planning Services, Inc.	962962	$2,780	—	—
20	WPG Advisers, LLC	589589	$1,702	—	ADD 7%
21	HIGHLINE WEALTH PARTNERS LLC	500500	$1,445	—	—
22	Allworth Financial LP	302302	$874	—	—
23	HARBOUR INVESTMENTS, INC.	256256	$741	—	NEW
24	JPMORGAN CHASE & CO	4343	$122	—	NEW
25	FIFTH THIRD BANCORP	4141	$118	—	NEW
26	NATIONAL BANK OF CANADA /FI/	1010	$29	—	—
27	WELLS FARGO & COMPANY/MN	11	$3	—	TRIM -50%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder	2024-Q4	2025-Q1	2025-Q2	2025-Q3	2025-Q4	2026-Q1	Latest value
Virtus Investment Advisers, LLC	—	393K	350K	417K	421K	462K	$1M
MORGAN STANLEY	13K	13K	329K	243K	466K	383K	$1M
Meridian Wealth Management, LLC	—	—	—	—	—	109K	$313,854
Kestra Advisory Services, LLC	54K	53K	53K	63K	83K	93K	$268,355
JANE STREET GROUP, LLC	—	63K	42K	30K	—	93K	$268,122
UBS Group AG	—	2K	324	14K	5K	60K	$174,732
LPL Financial LLC	106K	87K	89K	86K	61K	46K	$132,293
XTX Topco Ltd	—	—	—	—	—	42K	$120,834
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13K	—	12K	—	—	13K	$37,593
COMMONWEALTH EQUITY SERVICES, LLC	—	—	—	—	13K	13K	$37,120
Prospera Financial Services Inc	—	—	12K	12K	11K	13K	$36,453
Cambridge Investment Research Advisors, Inc.	—	—	—	—	—	12K	$36,000
One Capital Management, LLC	—	—	—	11K	11K	11K	$31,602
Cresset Asset Management, LLC	—	—	—	—	—	10K	$29,545
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	—	—	—	—	—	5K	$13,126

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	27	1,374,258	—	$4M
2025-Q4	28	1,141,490	—	$6M
2025-Q3	26	954,111	—	$5M
2025-Q2	29	1,127,716	—	$7M
2025-Q1	23	945,568	—	$6M
2024-Q4	20	774,121	—	$6M
2024-Q3	17	644,440	—	$5M
2024-Q2	24	1,113,457	—	$8M
2024-Q1	26	2,741,109	—	$20M
2023-Q4	25	2,569,354	—	$17M
2023-Q3	22	1,868,785

Short interest has its own tab now — open SI →

OCCI☆

Institutional ownership· 13F filers holding OCCI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding OCCI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

OCCI