Oxford Square Capital OXSQ Institutional Ownership

NASDAQ OXSQ

$1.34 +0.00 (+0.00%)

As of: Sep 10, 2026 · 3:59 PM EDT

Institutions by Trading Activity

49 Institutions

Increased 26 53.1%

Unchanged 17 34.7%

Reduced 6 12.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

2.98%

▼-0.21 pp QoQ

Shares Held by Institutions

2.96Mn

of 99.27Mn outstanding

▲+40.18% QoQ

Shares Outstanding

99.27Mn

96.31Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+847.97K

accumulated since last quarter

Value of Holdings

$3.99Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Oxford Square Capital Corp. (NASDAQ:OXSQ) is held by 49 institutional investors per 13F filings through June 2026.

These investors held 3.0% of outstanding shares in June 2026, down from 3.2% in March 2026.
They increased total shares held in Oxford Square Capital by 40.18% from last quarter, and the number of investors in OXSQ decreased 5.77% annually.
During the quarter, 26 of these 49 funds increased positions in OXSQ, 6 reduced exposure, and 17 held steady.
In total, institutional investors held 2.96Mn shares in Oxford Square Capital as of June 2026, up by 847.97K shares quarter on quarter, and down 2.09Mn shares year over year.
Legal & General Group Plc leads ownership in OXSQ with 725.17K shares as of June 30, 2026, equal to 0.73% of outstanding shares.
Top purchasers of OXSQ stock for the quarter ending June 2026 included UBS Group AG (189.77K), HRT FINANCIAL LP (145.12K), Legal & General Group Plc (137.82K), Strategic Wealth Partners, Ltd. (126.0K), BRIAN LOW FINANCIAL GROUP, LLC (126.0K).
The biggest sellers of Oxford Square Capital for the quarter ending June 2026 included LPL Financial LLC (14.5K), BlackRock, Inc. (7.39K), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (4.91K), TWO SIGMA INVESTMENTS, LP (3.9K), Ethos Financial Group, LLC (3.2K).
According to Business Quant data, leading holders of OXSQ for June 2026 are Legal & General Group Plc (725.17K), UBS Group AG (302.53K), BlackRock, Inc. (290.04K), Virtus Investment Advisers, LLC (239.32K), HRT FINANCIAL LP (225.34K), Strategic Wealth Partners, Ltd. (126.0K), BRIAN LOW FINANCIAL GROUP, LLC (126.0K), Silverberg Bernstein Capital Management LLC (106.71K), CANADA LIFE ASSURANCE Co (99.1K), Morgan Stanley (91.34K).

Form 13F Holdings

49 Institutional Holders

Report period 30 Jun, 2026

Total shares held 2.96Mn

Of outstanding 2.98%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Legal & General Group Plc	0000764068	725,171	0.73%	▲137,823	+23.47%	$960.85K
2	UBS Group AG	0001610520	302,528	0.30%	▲189,767	+168.29%	$399.34K
3	BlackRock, Inc.	0002012383	290,041	0.29%	▼7,391	-2.48%	$382.86K
4	Virtus Investment Advisers, LLC	0000019481	239,321	0.24%	▲25,833	+12.10%	$315.90K
5	HRT FINANCIAL LP	0001475597	225,337	0.23%	▲145,120	+180.91%	$297
6	BRIAN LOW FINANCIAL GROUP, LLC	0002079080	126,000	0.13%	▲126,000	0.00%	$166.32K
6	Strategic Wealth Partners, Ltd.	0001720777	126,000	0.13%	▲126,000	0.00%	$166.32K
7	Silverberg Bernstein Capital Management LLC	0002007880	106,710	0.11%	0	0.00%	$140.86K
8	CANADA LIFE ASSURANCE Co	0001046192	99,101	0.10%	0	0.00%	$130
9	Morgan Stanley	0000895421	91,343	0.09%	▲26,563	+41.00%	$120.57K
10	Founders Financial Alliance, LLC	0001832190	84,865	0.09%	0	0.00%	$112.02K
11	TWO SIGMA INVESTMENTS, LP	0001179392	68,742	0.07%	▼3,900	-5.37%	$90.74K
12	LPL Financial LLC	0001403438	58,042	0.06%	▼14,500	-19.99%	$76.62K
13	Ethos Financial Group, LLC	0001954242	38,767	0.04%	▼3,200	-7.63%	$51.17K
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0001818604	37,470	0.04%	0	0.00%	$49.46K
15	TWO SIGMA SECURITIES, LLC	0001450144	31,255	0.03%	▲31,255	0.00%	$41.26K
16	BostonPremier Wealth LLC	0002053783	26,026	0.03%	0	0.00%	$34.35K
17	Cetera Investment Advisers	0001666741	22,748	0.02%	0	0.00%	$30.03K
18	Parkside Financial Bank & Trust	0001455267	22,170	0.02%	0	0.00%	$29.27K
18	Arkadios Wealth Advisors	0001800798	22,036	0.02%	▲819	+3.86%	$29.09K

Showing 1 to 20 of 49 holders