Founders Financial Alliance, LLC
Position in OXLC — Oxford Lane Capital Corp.
CIK 1832190
RALEIGH, NC
Position in OXLC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$777,958
-$118,105 QoQ
Shares Held
88,808
-3.1% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#20
of 97 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OXLC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Founders Financial Alliance, LLC holds $13,522,330 across 38 Asset Management names. OXLC ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
117,396 | $1,281,964 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
40,261 | $1,114,424 | |
| 3 | BME |
BlackRock Health Sciences Trust
|
19,200 | $824,640 | |
| 4 | ACP |
abrdn Income Credit Strategies Fund
|
157,320 | $818,064 | |
| 5 | OXLC |
Oxford Lane Capital Corp.
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|
88,808 | $777,958 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
61,571 | $722,843 | |
| 7 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
50,344 | $644,403 | |
| 8 | BCIC |
BCP Investment Corp
|
80,706 | $587,539 |
All Filings in OXLC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,958 | 88,808 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $896,063 | 91,622 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $678,080 | 46,317 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $887,250 | 52,407 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $947,427 | 225,578 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,084,717 | 229,813 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,021,422 | 201,464 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $994,164 | 189,726 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $856,891 | 158,098 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $583,834 | 114,928 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||