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Equibles

OXLC · Oxford Lane Capital Corp. · Holdings

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$8.46 -0.22 (-2.53%) At close · Oct 7
Rebalance outlook locked
Market Cap
$829.34M
Shares
98.03M
Volume · Oct 7 1.71M Avg daily vol (3M) 943.94K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 97
Total Value: $159,569,533
Total Shares: 17,848,353

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 97 13F filers · Δ vs Mar 31, 2026
Top Holder
21.1%
Sep 2023 → Jun 2026 · range 10.3% – 27.3%
+1.2 pts
Top 5
61.0%
Sep 2023 → Jun 2026 · range 37.0% – 65.5%
−4.5 pts
Top 10
83.7%
Sep 2023 → Jun 2026 · range 54.5% – 83.7%
+1.8 pts
HHI
974
Sep 2023 → Jun 2026 · range 403 – 1,054
Broadly held−81

Quarterly Activity

vs Mar 31, 2026
New
27
Increased
33
Decreased
20
Sold Out
20
Unchanged
17
Holder count: +7
Institutional value: -9.0%
Shares held: +1.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
GOLDMAN SACHS GROUP INC +1,441,642 1,452,349
Jain Global LLC +951,335 1,017,585
CITADEL ADVISORS LLC +559,421 1,703,401
Polar Asset Management Partners Inc. +350,000 2,350,000
BARCLAYS PLC +311,586 850,002

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Kohlberg Kravis Roberts & Co. L.P. −1,415,928 1,771,302
UBS Group AG −130,317 3,861
BI Asset Management Fondsmaeglerselskab A/S −122,174 40,733
Alpine Global Management, LLC −59,880 198,112
Virtus Investment Advisers, LLC −55,143 153,504

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
J.W. COLE ADVISORS, INC. 167,521 $1,467,483
JANE STREET GROUP, LLC 82,446 $722,226
VARCOV Co. 73,928 $647,609
Advisory Solutions Group, LLC 62,942 $551,371
OneAscent Family Office, LLC 46,457 $406,963

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Saba Capital Management, L.P. 1,852,145 $18,113,978
Border to Coast Pensions Partnership Ltd 440,000 $4,303,200
Thomas J. Herzfeld Advisors, Inc. 222,539 $2,176,431
Simplify Asset Management Inc. 100,000 $978,000
GatePass Capital, LLC 90,300 $883,134
Filter: New 27 Increased 33 Reduced 20 Sold out 20 Unchanged 17
Showing 98 of 98
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $33,645,336 21.09% 3,840,792
Polar Asset Management Partners Inc. $20,586,000 12.90% 2,350,000
Kohlberg Kravis Roberts & Co. L.P. $15,516,605 9.72% 1,771,302
CITADEL ADVISORS LLC $14,921,792 9.35% 1,703,401
GOLDMAN SACHS GROUP INC $12,722,577 7.97% 1,452,349
Jain Global LLC $8,914,044 5.59% 1,017,585
Blackstone Inc. $7,971,600 5.00% 910,000
BARCLAYS PLC $7,446,017 4.67% 850,002
Eagle Point Credit Management LLC $7,309,860 4.58% 834,459
IAT REINSURANCE CO LTD. OXLCG $2,504,500 1.57% 100,000
ARES MANAGEMENT LLC $2,352,620 1.47% 268,564
IAT REINSURANCE CO LTD. OXLCI $2,036,800 1.28% 80,000
Freestone Capital Holdings, LLC $1,852,074 1.16% 211,424
Alpine Global Management, LLC $1,735,461 1.09% 198,112
J.W. COLE ADVISORS, INC. $1,467,483 0.92% 167,521
Virtus Investment Advisers, LLC $1,344,695 0.84% 153,504
Delphi Financial Group, Inc. $1,270,462 0.80% 145,030
SUSQUEHANNA INTERNATIONAL GROUP, LLP $966,517 0.61% 110,333
WEDBUSH SECURITIES INC $843,009 0.53% 96,234
OSAIC HOLDINGS, INC. $801,110 0.50% 91,451
Founders Financial Alliance, LLC $777,958 0.49% 88,808
LPL Financial LLC $737,136 0.46% 84,148
ENVESTNET ASSET MANAGEMENT INC $732,817 0.46% 83,655
JANE STREET GROUP, LLC $722,226 0.45% 82,446
VARCOV Co. $647,609 0.41% 73,928
Advisory Solutions Group, LLC $551,371 0.35% 62,942
Kestra Advisory Services, LLC $519,546 0.33% 59,309
Private Advisor Group, LLC $447,338 0.28% 51,066
DRW Securities, LLC $433,252 0.27% 49,458
Samalin Investment Counsel, LLC $407,594 0.26% 46,529
OneAscent Family Office, LLC $406,963 0.26% 46,457
Skaana Management L.P. OXLCZ $398,417 0.25% 16,163
Cordoba Advisory Partners LLC $375,637 0.24% 42,881
BI Asset Management Fondsmaeglerselskab A/S $356,821 0.22% 40,733
Cetera Investment Advisers $355,016 0.22% 40,527
Apollon Wealth Management, LLC $340,483 0.21% 38,868
Marex Group plc $297,007 0.19% 33,905
WESBANCO BANK INC $281,108 0.18% 32,090
M&T Bank Corp $270,920 0.17% 30,927
Mariner, LLC $260,645 0.16% 29,754
Snowden Capital Advisors LLC $237,746 0.15% 27,140
RAYMOND JAMES FINANCIAL INC $236,247 0.15% 26,969
HRT FINANCIAL LP $229,739 0.14% 26,226
Global Retirement Partners, LLC $223,266 0.14% 25,487
EIGHT 31 FINANCIAL, LLC $221,216 0.14% 25,253
Prospera Financial Services Inc $194,401 0.12% 22,192
TWO SIGMA SECURITIES, LLC $193,219 0.12% 22,057
Capital CS Group, LLC $179,334 0.11% 20,472
Abel Hall, LLC $175,200 0.11% 20,000
COMMONWEALTH EQUITY SERVICES, LLC $161,832 0.10% 18,474
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $152,362 0.10% 17,393
Fermata Advisors, LLC $151,521 0.09% 17,297
Attessa Capital LLC $151,215 0.09% 17,262
Ausdal Financial Partners, Inc. $140,124 0.09% 15,996
XTX Topco Ltd $120,800 0.08% 13,790
PARK AVENUE SECURITIES LLC $106,241 0.07% 12,128
Sanctuary Advisors, LLC $98,988 0.06% 11,300
BNP PARIBAS ARBITRAGE, SA $94,021 0.06% 10,733
CURA WEALTH ADVISORS, LLC $89,763 0.06% 10,247
NWF Advisory Services Inc. $88,502 0.06% 10,103
KESTRA PRIVATE WEALTH SERVICES, LLC $88,081 0.06% 10,055
Parisi Gray Wealth Management $87,600 0.05% 10,000
Allworth Financial LP $87,547 0.05% 9,994
Strategic Wealth Partners, Ltd. $75,686 0.05% 8,640
JPMORGAN CHASE & CO $68,152 0.04% 7,780
Pinnacle Wealth Planning Services, Inc. $64,657 0.04% 7,381
WPG Advisers, LLC $40,304 0.03% 4,601
Triumph Capital Management $37,983 0.02% 4,336
Security National Bank $35,040 0.02% 4,000
UBS Group AG $33,821 0.02% 3,861
AdvisorNet Financial, Inc $25,079 0.02% 2,863
CoreCap Advisors, LLC $20,691 0.01% 2,362
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $19,315 0.01% 2,205
ROYAL BANK OF CANADA $18,457 0.01% 2,107
NewEdge Advisors, LLC $16,994 0.01% 1,940
FIFTH THIRD BANCORP $16,906 0.01% 1,930
SWAN Capital LLC $10,792 0.01% 1,232
Larson Financial Group LLC $8,760 0.01% 1,000
Tower Research Capital LLC (TRC) $5,615 0.00% 641
Highland Investment Advisors LLC $5,352 0.00% 611
HIGHLINE WEALTH PARTNERS LLC $5,256 0.00% 600
WHITTIER TRUST CO OF NEVADA INC $4,362 0.00% 498
WELLS FARGO & COMPANY/MN $3,959 0.00% 452
IFP Advisors, Inc $3,504 0.00% 400
IFG Advisory, LLC $2,628 0.00% 300
Arax Advisory Partners $2,260 0.00% 258
Bangor Savings Bank $1,314 0.00% 150
Continuum Advisory, LLC $1,278 0.00% 146
Elequin Capital, LP $1,086 0.00% 124
Farther Finance Advisors, LLC $911 0.00% 104
Federation des caisses Desjardins du Quebec $876 0.00% 100
Rockefeller Capital Management L.P. $823 0.00% 94
JFS WEALTH ADVISORS, LLC $227 0.00% 26
Quarry LP $35 0.00% 4
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $8 0.00% 1
BlackRock, Inc. $8 0.00% 1
Avion Wealth $3 0.00% 379
HUNTINGTON NATIONAL BANK TESO — — 1
Key facts CIK 1495222 CUSIP 691543847 13F (30d) 1 filings 1 filers Visit website Investor relations