% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for OCSL in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | PRIVATE MANAGEMENT GROUP INC | 3,721,4943.7M | $42M | — | ADD 14% |
| 2 | MORGAN STANLEY | 2,561,8042.6M | $29M | — | TRIM -13% |
| 3 | BRUNI J V & CO /CO | 2,497,8742.5M | $28M | — | — |
| 4 | ARES MANAGEMENT LLC | 2,099,3052.1M | $24M | — | ADD 9% |
| 5 | Generali Asset Management SPA SGR | 2,087,9812.1M | $24M | — | — |
| 6 | OAKTREE CAPITAL MANAGEMENT LP | 1,852,4561.9M | $21M | — | — |
| 7 | VAN ECK ASSOCIATES CORP | 1,703,5811.7M | $19M | — | TRIM -21% |
| 8 | Claret Asset Management Corp | 1,668,4871.7M | $19M | — | — |
| 9 | UBS Group AG | 1,369,7451.4M | $15M | — | ADD 3% |
| 10 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1,279,9061.3M | $14M | — | — |
| 11 | Melia Wealth LLC | 1,241,1011.2M | $14M | — | — |
| 12 | Beach Point Capital Management LP | 1,111,5591.1M | $13M | — | NEW |
| 13 | TWO SIGMA INVESTMENTS, LP | 883,261883,261 | $10M | — | ADD 19% |
| 14 | Russell Investments Group, Ltd. | 720,718720,718 | $8M | — | ADD 200% |
| 15 | Legal & General Group Plc | 685,013685,013 | $8M | — | ADD 11% |
| 16 | ROYAL BANK OF CANADA | 479,660479,660 | $5M | — | ADD 4% |
| 17 | RAYMOND JAMES FINANCIAL INC | 424,023424,023 | $5M | — | ADD 7% |
| 18 | BlackRock, Inc. | 341,857341,857 | $4M | — | TRIM -21% |
| 19 | CITADEL ADVISORS LLC | 341,616341,616 | $4M | — | ADD 857% |
| 20 | CASTLEKEEP INVESTMENT ADVISORS LLC | 336,586336,586 | $4M | — | ADD 5% |
| 21 | Muzinich & Co., Inc. | 333,559333,559 | $4M | — | — |
| 22 | Sumitomo Mitsui Trust Group, Inc. | 310,875310,875 | $4M | — | — |
| 23 | HighTower Advisors, LLC | 308,187308,187 | $3M | — | ADD 70% |
| 24 | United Advisor Group, LLC | 285,643285,643 | $3M | — | ADD 27% |
| 25 | Arnhold LLC | 282,345282,345 | $3M | — | ADD 35% |
| 26 | BI Asset Management Fondsmaeglerselskab A/S | 240,928240,928 | $3M | — | TRIM -6% |
| 27 | OSAIC HOLDINGS, INC. | 235,554235,554 | $3M | — | ADD 33% |
| 28 | WELLS FARGO & COMPANY/MN | 231,068231,068 | $3M | — | ADD 36% |
| 29 | Old Port Advisors | 212,288212,288 | $2M | — | ADD 29% |
| 30 | TORONTO DOMINION BANK | 207,000207,000 | $2M | — | — |
| 31 | Focus Partners Wealth | 199,908199,908 | $2M | — | TRIM -7% |
| 32 | Triad Investment Management | 197,330197,330 | $2M | — | — |
| 33 | LOOMIS SAYLES & CO L P | 176,666176,666 | $2M | — | — |
| 34 | Michelson Medical Research Foundation, Inc. | 170,100170,100 | $2M | — | NEW |
| 35 | Naviter Wealth, LLC | 166,080166,080 | $2M | — | ADD 33% |
| 36 | Plan Group Financial, LLC | 161,006161,006 | $2M | — | ADD 24% |
| 37 | FIDUCIARY FINANCIAL GROUP, LLC | 154,044154,044 | $2M | — | ADD 25% |
| 38 | CENTAURUS FINANCIAL, INC. | 149,810149,810 | $2M | — | ADD 12% |
| 39 | Independent Advisor Alliance | 149,642149,642 | $2M | — | — |
| 40 | LAZARD ASSET MANAGEMENT LLC | 143,561143,561 | $2M | — | TRIM -3% |
| 41 | LSV ASSET MANAGEMENT | 139,966139,966 | $2M | — | — |
| 42 | Cerberus Capital Management, L.P. | 135,000135,000 | $2M | — | NEW |
| 43 | DNB Asset Management AS | 133,418133,418 | $2M | — | — |
| 44 | Carnegie Lake Advisors LLC | 131,340131,340 | $1M | — | — |
| 45 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 126,321126,321 | $1M | — | ADD 15% |
| 46 | Lido Advisors, LLC | 116,878116,878 | $1M | — | — |
| 47 | BANK OF AMERICA CORP /DE/ | 116,068116,068 | $1M | — | ADD 23% |
| 48 | STATE STREET CORP | 107,832107,832 | $1M | — | ADD 7% |
| 49 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 106,851106,851 | $1M | — | TRIM -8% |
| 50 | LPL Financial LLC | 103,079103,079 | $1M | — | TRIM -37% |
| 51 | DENALI ADVISORS LLC | 96,35096,350 | $1M | — | — |
| 52 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 95,38995,389 | $1M | — | TRIM -43% |
| 53 | TT Capital Management LLC | 89,74689,746 | $1M | — | TRIM -6% |
| 54 | Balyasny Asset Management L.P. | 82,74282,742 | $934,985 | — | ADD 456% |
| 55 | Trexquant Investment LP | 81,38781,387 | $919,673 | — | NEW |
| 56 | Squarepoint Ops LLC | 78,20078,200 | $883,660 | — | ADD 62% |
| 57 | STEEL GROVE CAPITAL ADVISORS, LLC | 70,53770,537 | $797,068 | — | ADD 68% |
| 58 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 68,03768,037 | $768,829 | — | ADD 494% |
| 59 | COMMONWEALTH EQUITY SERVICES, LLC | 65,44265,442 | $739,490 | — | TRIM -3% |
| 60 | Blue Trust, Inc. | 64,85464,854 | $732,845 | — | — |
| 61 | Virtus Investment Advisers, LLC | 64,58264,582 | $729,777 | — | — |
| 62 | Texas Capital Bank Wealth Management Services Inc | 59,21759,217 | $669,152 | — | TRIM -63% |
| 63 | NewEdge Advisors, LLC | 58,00558,005 | $655,457 | — | ADD 109% |
| 64 | Sound Income Strategies, LLC | 53,99553,995 | $604,204 | — | ADD 9% |
| 65 | AVAII WEALTH MANAGEMENT, LLC | 51,17051,170 | $578,217 | — | ADD 12% |
| 66 | Invesco Ltd. | 50,93850,938 | $575,599 | — | TRIM -8% |
| 67 | XTX Topco Ltd | 50,53450,534 | $571,034 | — | TRIM -63% |
| 68 | Creative Planning | 49,88749,887 | $563,721 | — | TRIM -6% |
| 69 | Equitable Holdings, Inc. | 42,16342,163 | $537,157 | — | NEW |
| 70 | Rockefeller Capital Management L.P. | 45,97245,972 | $519,493 | — | ADD 86% |
| 71 | NORTHERN TRUST CORP | 44,05544,055 | $497,822 | — | TRIM -45% |
| 72 | Cornerstone Advisory, LLC | 43,70243,702 | $493,830 | — | — |
| 73 | BNP PARIBAS FINANCIAL MARKETS | 43,11443,114 | $487,188 | — | TRIM -54% |
| 74 | Brevan Howard Capital Management LP | 41,34741,347 | $467,221 | — | TRIM -4% |
| 75 | NewGen Asset Management Ltd | 40,50040,500 | $457,650 | — | NEW |
| 76 | Advisors Asset Management, Inc. | 39,90239,902 | $450,893 | — | TRIM -4% |
| 77 | Cresset Asset Management, LLC | 39,64339,643 | $447,966 | — | — |
| 78 | Significant Wealth Partners LLC | 38,27638,276 | $432,519 | — | NEW |
| 79 | DRW Securities, LLC | 38,09238,092 | $430,439 | — | NEW |
| 80 | WINTON GROUP Ltd | 36,51636,516 | $412,631 | — | ADD 124% |
| 81 | Valeo Financial Advisors, LLC | 35,83335,833 | $404,913 | — | ADD 130% |
| 82 | Tidal Investments LLC | 35,79335,793 | $404,461 | — | NEW |
| 83 | AQR CAPITAL MANAGEMENT LLC | 35,67235,672 | $403,094 | — | ADD 5% |
| 84 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 33,35633,356 | $399,271 | — | — |
| 85 | AlTi Global, Inc. | 35,21035,210 | $397,873 | — | — |
| 86 | GUGGENHEIM CAPITAL LLC | 35,01435,014 | $395,658 | — | TRIM -11% |
| 87 | Strategic Wealth Partners, Ltd. | 33,98933,989 | $384,076 | — | — |
| 88 | Janney Montgomery Scott LLC | 33,57433,574 | $379,000 | — | — |
| 89 | Summit Financial, LLC | 32,54432,544 | $367,747 | — | TRIM -19% |
| 90 | Cetera Investment Advisers | 30,11030,110 | $340,243 | — | ADD 2% |
| 91 | Cerity Partners LLC | 29,81329,813 | $336,882 | — | NEW |
| 92 | Sovran Advisors, LLC | 26,37826,378 | $332,896 | — | TRIM -31% |
| 93 | TrueMark Investments, LLC | 29,13329,133 | $329,203 | — | TRIM -65% |
| 94 | BTG Pactual Asset Management US LLC | 28,46628,466 | $321,666 | — | NEW |
| 95 | MILLENNIUM MANAGEMENT LLC | 27,72427,724 | $313,281 | — | TRIM -70% |
| 96 | STIFEL FINANCIAL CORP | 26,29326,293 | $297,107 | — | TRIM -26% |
| 97 | BROWN ADVISORY INC | 26,16926,169 | $295,710 | — | TRIM -26% |
| 98 | Clearstead Advisors, LLC | 25,79725,797 | $291,502 | — | ADD 56% |
| 99 | Next Level Private LLC | 25,72125,721 | $290,647 | — | NEW |
| 100 | BLUEFIN CAPITAL MANAGEMENT, LLC | 25,50025,500 | $288,150 | — | — |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Beach Point Capital Management LP | +1,111,559 | $13M | OPEN |
| Russell Investments Group, Ltd. | +480,263 | $5M | ADD |
| PRIVATE MANAGEMENT GROUP INC | +462,124 | $5M | ADD |
| CITADEL ADVISORS LLC | +305,918 | $3M | ADD |
| Michelson Medical Research Foundation, Inc. | +170,100 | $2M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VAN ECK ASSOCIATES CORP | −450,026 | $5M | TRIM |
| MORGAN STANLEY | −398,022 | $4M | TRIM |
| SUMMIT SECURITIES GROUP LLC | −380,000 | $4M | CLOSE |
| Wills Financial Group LLC | −295,317 | $3M | CLOSE |
| JANE STREET GROUP, LLC | −229,800 | $3M | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | 2.1M | 2.2M | 2.4M | 3.0M | 3.3M | 3.7M | $42M |
| MORGAN STANLEY | 2.2M | 3.4M | 3.4M | 3.0M | 3.0M | 2.6M | $29M |
| BRUNI J V & CO /CO | 1.9M | 1.9M | 2.2M | 2.5M | 2.5M | 2.5M | $28M |
| ARES MANAGEMENT LLC | 2.0M | 2.0M | 1.9M | 1.9M | 1.9M | 2.1M | $24M |
| Generali Asset Management SPA SGR | 538K | 1.1M | 1.9M | 2.1M | 2.1M | 2.1M | $24M |
| OAKTREE CAPITAL MANAGEMENT LP | 1.9M | 1.9M | 1.9M | 1.9M | 1.9M | 1.9M | $21M |
| VAN ECK ASSOCIATES CORP | 2.1M | 1.9M | 2.0M | 2.2M | 2.2M | 1.7M | $19M |
| Claret Asset Management Corp | 1.5M | — | 1.7M | 1.7M | 1.7M | 1.7M | $19M |
| UBS Group AG | 378K | 652K | 842K | 904K | 1.3M | 1.4M | $15M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | — | 332K | 619K | 1.3M | 1.3M | 1.3M | $14M |
| Melia Wealth LLC | 801K | 880K | 990K | 1.2M | 1.2M | 1.2M | $14M |
| Beach Point Capital Management LP | — | — | — | — | — | 1.1M | $13M |
| TWO SIGMA INVESTMENTS, LP | 164K | 177K | 121K | 388K | 740K | 883K | $10M |
| Russell Investments Group, Ltd. | — | — | — | — | 240K | 721K | $8M |
| Legal & General Group Plc | 544K | 548K | 549K | 533K | 617K | 685K | $8M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
