J.W. COLE ADVISORS, INC.

Position in OXLC — Oxford Lane Capital Corp.

CIK 1404763 TAMPA, FL

Position in OXLC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,467,483

-$859,325 QoQ

Shares Held

167,521

+5.4% QoQ

Ownership

0.172%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#14

of 97 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $193,269,593 across 115 Asset Management names. OXLC ranks #36 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PDI	PIMCO Dynamic Income Fund	1,510,792	$25,230,226
2	UTG	Reaves Utility Income Fund	323,107	$13,156,917
3	NMZ	Nuveen Municipal High Income Opportunity Fund	1,023,649	$10,819,969
4	DNP	Dnp Select Income Fund Inc	930,496	$10,040,051
5	BX	Blackstone Inc.	63,466	$7,468,044
6	GAB	Gabelli Equity Trust Inc	998,455	$5,651,255
7	MAIN	Main Street Capital CORP	100,593	$5,218,764
8	PDO	PIMCO Dynamic Income Opportunities Fund	357,226	$4,722,527

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,467,483	167,521	+5.4%	Shares	Sole	2026-07-21
2025-12-31	$2,326,808	158,935	+8.6%	Shares	Sole	2026-02-11
2025-09-30	$2,477,807	146,356	-78.6%	Shares	Sole	2025-11-05
2025-06-30	$2,865,807	682,335	+3.4%	Shares	Sole	2025-08-12
2025-03-31	$3,115,058	659,970	+130.5%	Shares	Sole	2025-05-05
2024-12-31	$1,451,338	286,260	+25.3%	Shares	Sole	2025-01-31
2024-09-30	$1,196,789	228,395	+56.5%	Shares	Sole	2024-10-24
2024-06-30	$791,124	145,964	+174.2%	Shares	Sole	2024-08-08
2024-03-31	$270,372	53,223	+66.6%	Shares	Sole	2024-04-30
2023-12-31	$157,837	31,951	+33.5%	Shares	Sole	2024-01-31
2023-09-30	$119,400	23,928	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.