OCCIEUROFS CREDIT COMPANY INC
CUSIP 67111Q107 · Yahoo Finance ↗ · Google Finance ↗
Ofs Credit Company Inc (OCCIEUR) has 27 institutional holders in Filings Flow’s 13F database, together reporting 1.46M shares worth $5M as of Q1 2026. The largest reported holders are Morgan Stanley, Virtus Investment Advisers, LLC, and Meridian Wealth Management, LLC.
Institutional Holders
27
Q1 2026
Reported Value
$5M
Ticker
OCCIEUR
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Virtus Investment Advisers, LLC$363M AUM | 0.37% | $1M | 462.2K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $313,854 | 108.6K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.01% | $56,314 | 11.6K | Q4 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $5,997 | 1.2K | Q4 2025OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.00% | $5,410 | 88 | Q3 2025OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.00% | $5,271 | 1.1K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.00% | $54,915 | 11.3K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $120,834 | 41.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $66,082 | 12.2K | Q3 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $7,677 | 2.7K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $1,702 | 589 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $268,355 | 92.9K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.00% | $31,602 | 10.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $49,852 | 10.3K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $36,453 | 12.6K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $2,780 | 962 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $1,280 | 500 | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $13,668 | 2.8K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 466.3K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $54,100 | 10.0K | Q3 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $29,545 | 10.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $16,510 | 5.7K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $37,120 | 12.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $132,293 | 45.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $268,122 | 92.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $174,732 | 60.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $544 | 101 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $6 | 1.3K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $741 | 256 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $7,629 | 2.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $62,504 | 12.9K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $13,126 | 4.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $378 | 78 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $37,593 | 13.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $874 | 302 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5,757 | 2.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $397 | 82 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $118 | 41 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $29 | 10 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $122 | 43 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.