Institutional Ownership
Ofs Cap Corp
CUSIP 67103B100COMOFSQ1 2026
13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
22.0%
Max % of class reported
Institutional Holders
31
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
4 filings · latest Jul 5, 2023
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 5, 2023 | Orchard First Source Asset Management Holdings, LLC | 13D/A | 22.0% | 2.95M | SEC |
| 2 | Jan 10, 2023 | Orchard First Source Asset Management Holdings, LLC | 13D/A | 22.0% | 2.95M | SEC |
| 3 | Sep 27, 2021 | Orchard Investments, LLC | 13D/A | 22.0% | 2.95M | SEC |
| 4 | Jan 13, 2020 | Orchard First Source Asset Management, LLC | 13D | 22.0% | 2.95M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | International Assets Investment Management, LLC | 109.9K | $377.5K |
| 2 | Virtus Investment Advisers, LLC | 92.7K | $329.0K |
| 3 | Marshall Wace, LLP | 75.1K | $266.6K |
| 4 | O'Shaughnessy Asset Management, LLC | 61.2K | $217.2K |
| 5 | Bulldog Investors, LLP | 57.6K | $204.6K |
| 6 | Squarepoint Ops LLC | 50.3K | $178.6K |
| 7 | Vident Advisory, LLC | 49.2K | $174.8K |
| 8 | Two Sigma Investments, LP | 44.0K | $156.2K |
| 9 | Morgan Stanley | 39.6K | $140.5K |
| 10 | Arkadios Wealth Advisors | 35.8K | $127.0K |