% 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 withheld — no market cap for OXLC in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,568,3653.6M | $35M | — | ADD 82% |
| 2 | Kohlberg Kravis Roberts & Co. L.P. | 3,187,2303.2M | $31M | — | NEW |
| 3 | Polar Asset Management Partners Inc. | 2,000,0002.0M | $20M | — | NEW |
| 4 | Saba Capital Management, L.P. | 1,852,1451.9M | $18M | — | NEW |
| 5 | CITADEL ADVISORS LLC | 1,143,9801.1M | $11M | — | ADD 516% |
| 6 | Eagle Point Credit Management LLC | 834,459834,459 | $8M | — | ADD 68% |
| 7 | Blackstone Inc. | 675,000675,000 | $7M | — | NEW |
| 8 | BARCLAYS PLC | 538,416538,416 | $5M | — | TRIM -67% |
| 9 | Border to Coast Pensions Partnership Ltd | 440,000440,000 | $4M | — | — |
| 10 | ARES MANAGEMENT LLC | 258,692258,692 | $3M | — | ADD 5% |
| 11 | Alpine Global Management, LLC | 257,992257,992 | $3M | — | ADD 895% |
| 12 | Thomas J. Herzfeld Advisors, Inc. | 222,539222,539 | $2M | — | TRIM -44% |
| 13 | Freestone Capital Holdings, LLC | 221,379221,379 | $2M | — | ADD 57% |
| 14 | Virtus Investment Advisers, LLC | 208,647208,647 | $2M | — | ADD 39% |
| 15 | BI Asset Management Fondsmaeglerselskab A/S | 162,907162,907 | $2M | — | ADD 6% |
| 16 | Delphi Financial Group, Inc. | 145,030145,030 | $1M | — | — |
| 17 | UBS Group AG | 134,178134,178 | $1M | — | ADD 496% |
| 18 | WEDBUSH SECURITIES INC | 133,129133,129 | $1M | — | — |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 108,500108,500 | $1M | — | ADD 35% |
| 20 | Simplify Asset Management Inc. | 100,000100,000 | $978,000 | — | NEW |
| 21 | LPL Financial LLC | 93,21193,211 | $911,606 | — | TRIM -5% |
| 22 | Founders Financial Alliance, LLC | 91,62291,622 | $896,063 | — | ADD 98% |
| 23 | GatePass Capital, LLC | 90,30090,300 | $883,134 | — | ADD 112% |
| 24 | Samalin Investment Counsel, LLC | 81,12581,125 | $793,404 | — | ADD 105% |
| 25 | OSAIC HOLDINGS, INC. | 69,73969,739 | $682,018 | — | ADD 13% |
| 26 | Jain Global LLC | 66,25066,250 | $647,925 | — | NEW |
| 27 | Kestra Advisory Services, LLC | 53,75553,755 | $525,722 | — | ADD 16% |
| 28 | Lido Advisors, LLC | 46,47046,470 | $454,485 | — | ADD 349% |
| 29 | Private Advisor Group, LLC | 43,66243,662 | $427,015 | — | TRIM -7% |
| 30 | McIlrath & Eck, LLC | 42,26342,263 | $413,332 | — | ADD 585% |
| 31 | Apollon Wealth Management, LLC | 37,99637,996 | $371,603 | — | ADD 3% |
| 32 | M&T Bank Corp | 30,92730,927 | $302,466 | — | — |
| 33 | WESBANCO BANK INC | 30,09030,090 | $294,280 | — | — |
| 34 | Entropy Technologies, LP | 29,42329,423 | $287,757 | — | TRIM -32% |
| 35 | Cetera Investment Advisers | 28,49928,499 | $278,719 | — | TRIM -13% |
| 36 | RAYMOND JAMES FINANCIAL INC | 27,57227,572 | $269,655 | — | TRIM -78% |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 25,88125,881 | $253,120 | — | TRIM -26% |
| 38 | Mariner, LLC | 25,63325,633 | $245,218 | — | ADD 42% |
| 39 | North Ground Capital | 25,00025,000 | $244,500 | — | TRIM -98% |
| 40 | EIGHT 31 FINANCIAL, LLC | 23,72223,722 | $232,006 | — | ADD 13% |
| 41 | Gibbs Wealth Management | 23,29523,295 | $227,829 | — | NEW |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 22,69022,690 | $221,908 | — | TRIM -89% |
| 43 | Prospera Financial Services Inc | 21,42021,420 | $209,508 | — | ADD 31% |
| 44 | Snowden Capital Advisors LLC | 20,53920,539 | $200,871 | — | TRIM -60% |
| 45 | Abel Hall, LLC | 20,00020,000 | $195,600 | — | ADD 100% |
| 46 | Capital CS Group, LLC | 18,90018,900 | $184,843 | — | ADD 15% |
| 47 | Fermata Advisors, LLC | 16,53716,537 | $161,735 | — | ADD 26% |
| 48 | Ausdal Financial Partners, Inc. | 15,99615,996 | $156,441 | — | TRIM -3% |
| 49 | DRW Securities, LLC | 15,08015,080 | $147,482 | — | NEW |
| 50 | Cordoba Advisory Partners LLC | 14,86414,864 | $145,370 | — | NEW |
| 51 | Delta Investment Management, LLC | 11,30411,304 | $110,553 | — | NEW |
| 52 | Allworth Financial LP | 11,15911,159 | $109,132 | — | ADD 10% |
| 53 | GOLDMAN SACHS GROUP INC | 10,70710,707 | $104,714 | — | NEW |
| 54 | CURA WEALTH ADVISORS, LLC | 10,24710,247 | $100,216 | — | TRIM -44% |
| 55 | KESTRA PRIVATE WEALTH SERVICES, LLC | 10,05510,055 | $98,338 | — | — |
| 56 | Parisi Gray Wealth Management | 10,00010,000 | $97,800 | — | — |
| 57 | BNP PARIBAS FINANCIAL MARKETS | 8,1938,193 | $80,128 | — | — |
| 58 | EverSource Wealth Advisors, LLC | 7,0007,000 | $68,460 | — | ADD 63% |
| 59 | Pinnacle Wealth Planning Services, Inc. | 6,2576,257 | $61,193 | — | ADD 66% |
| 60 | Legacy Wealth Managment, LLC/ID | 6,0106,010 | $58,778 | — | ADD 21% |
| 61 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4,5614,561 | $45,564 | — | TRIM -67% |
| 62 | Triumph Capital Management | 4,5914,591 | $44,900 | — | TRIM -15% |
| 63 | WELLS FARGO & COMPANY/MN | 4,1704,170 | $40,782 | — | TRIM -7% |
| 64 | JPMORGAN CHASE & CO | 4,2224,222 | $39,729 | — | ADD 32% |
| 65 | WPG Advisers, LLC | 3,9143,914 | $38,279 | — | ADD 80% |
| 66 | Sound Income Strategies, LLC | 3,0003,000 | $29,970 | — | ADD 20% |
| 67 | AdvisorNet Financial, Inc | 2,9222,922 | $28,577 | — | ADD 29% |
| 68 | Federation des caisses Desjardins du Quebec | 2,9202,920 | $28,499 | — | TRIM -63% |
| 69 | CoreCap Advisors, LLC | 2,3622,362 | $23,102 | — | — |
| 70 | Osbon Capital Management LLC | 2,1842,184 | $21,361 | — | ADD 9% |
| 71 | FIFTH THIRD BANCORP | 1,7811,781 | $17,414 | — | ADD 2868% |
| 72 | SWAN Capital LLC | 1,2321,232 | $12,049 | — | — |
| 73 | Sunbelt Securities, Inc. | 864864 | $8,449 | — | TRIM -77% |
| 74 | ROYAL BANK OF CANADA | 600600 | $6,000 | — | NEW |
| 75 | HIGHLINE WEALTH PARTNERS LLC | 600600 | $5,868 | — | — |
| 76 | WHITTIER TRUST CO OF NEVADA INC | 498498 | $4,875 | — | NEW |
| 77 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 478478 | $4,675 | — | NEW |
| 78 | IFP Advisors, Inc | 400400 | $3,912 | — | — |
| 79 | Avion Wealth | 356356 | $3,000 | — | ADD 13% |
| 80 | Rockefeller Capital Management L.P. | 239239 | $2,337 | — | TRIM -99% |
| 81 | Farther Finance Advisors, LLC | 9898 | $975 | — | ADD 13% |
| 82 | CWM, LLC | 8181 | $792 | — | — |
| 83 | Strategic Wealth Partners, Ltd. | 4040 | $391 | — | NEW |
| 84 | MAI Capital Management | 44 | $40 | — | NEW |
| 85 | DANSKE BANK A/S | 33 | $29 | — | TRIM -40% |
| 86 | BlackRock, Inc. | 11 | $10 | — | — |
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | — | — | — | 1.4M | 2.0M | 3.6M | $35M |
| Kohlberg Kravis Roberts & Co. L.P. | — | — | — | — | — | 3.2M | $31M |
| Polar Asset Management Partners Inc. | — | — | — | — | — | 2.0M | $20M |
| Saba Capital Management, L.P. | — | — | — | — | — | 1.9M | $18M |
| CITADEL ADVISORS LLC | — | — | — | 27K | 186K | 1.1M | $11M |
| Eagle Point Credit Management LLC | — | — | — | — | 497K | 834K | $8M |
| Blackstone Inc. | — | — | — | — | — | 675K | $7M |
| BARCLAYS PLC | — | — | — | — | 1.7M | 538K | $5M |
| Border to Coast Pensions Partnership Ltd | — | — | — | 440K | 440K | 440K | $4M |
| ARES MANAGEMENT LLC | — | — | — | — | 248K | 259K | $3M |
| Alpine Global Management, LLC | — | — | — | — | 26K | 258K | $3M |
| Thomas J. Herzfeld Advisors, Inc. | — | — | — | 228K | 399K | 223K | $2M |
| Freestone Capital Holdings, LLC | — | — | — | 95K | 141K | 221K | $2M |
| Virtus Investment Advisers, LLC | — | — | — | 129K | 150K | 209K | $2M |
| BI Asset Management Fondsmaeglerselskab A/S | — | — | — | 13K | 153K | 163K | $2M |
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.
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 | 86 | 17,478,102 | — | $171M |
| 2025-Q4 | 112 | 10,045,899 | — | $147M |
| 2025-Q3 | 94 | 6,854,190 | — | $116M |
| 2024-Q4 | 1 | 5,000 | — | $25,350 |
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | +3,187,230 | $31M | OPEN |
| Polar Asset Management Partners Inc. | +2,000,000 | $20M | OPEN |
| Saba Capital Management, L.P. | +1,852,145 | $18M | OPEN |
| MORGAN STANLEY | +1,603,047 | $16M | ADD |
| CITADEL ADVISORS LLC | +958,148 | $9M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BARCLAYS PLC | −1,118,195 | $11M | TRIM |
| North Ground Capital | −1,007,585 | $10M | TRIM |
| Bulldog Investors, LLP | −485,401 | $5M | CLOSE |
| Realta Investment Advisors | −242,781 | $2M | CLOSE |
| ENVESTNET ASSET MANAGEMENT INC | −178,775 | $2M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
