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Oxford Square Capital Corp (OXSQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brian LOW Financial Group, LLC
INCREASED
Shares130,000 from 126,000
Change+4,000 (+3%)
Value$166.4K (+$80)
Filed 2026-10-28
Silverberg Bernstein Capital Management LLC
DECREASED
Shares106,044 from 106,710
Change-666 (-1%)
Value$135.7K (-$5.1K)
Filed 2026-10-13
Choreo, LLC
NEW
Shares101,336
Change+101,336
Value$129.7K
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares75,244 from 58,042
Change+17,202 (+30%)
Value$96.3K (+$19.7K)
Filed 2026-11-06
International Assets Investment Management, LLC
UNCHANGED
Shares37,470 from 37,470
Change0 (0%)
Value$48.3K (-$1.1K)
Filed 2026-11-02
BostonPremier Wealth LLC
DECREASED
Shares25,346 from 26,026
Change-680 (-3%)
Value$32.4K (-$1.9K)
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares22,542 from 21,879
Change+663 (+3%)
Value$28.9K (-$27)
Filed 2026-10-23
Parkside Financial Bank & Trust
UNCHANGED
Shares22,170 from 22,170
Change0 (0%)
Value$28.4K (-$887)
Filed 2026-10-27
United Bank
UNCHANGED
Shares15,420 from 15,420
Change0 (0%)
Value$19.7K (-$616)
Filed 2026-11-06
National Wealth Management Group, LLC
INCREASED
Shares12,495 from 11,584
Change+911 (+8%)
Value$16.0K (+$702)
Filed 2026-10-26
Acorn Wealth Advisors, LLC
UNCHANGED
Shares12,492 from 12,492
Change0 (0%)
Value$16.0K (-$500)
Filed 2026-10-19
CWA Asset Management Group, LLC
UNCHANGED
Shares11,698 from 11,698
Change0 (0%)
Value$15.0K (-$468)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,457 from 10,863
Change-406 (-4%)
Value$13 (-$1)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares10,404
Change+10,404
Value$13.3K
Filed 2026-10-21
LifeSteps Financial, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$12.8K (-$400)
Filed 2026-10-15
Compass Financial Management LLC
INCREASED
Shares4,679 from 4,459
Change+220 (+5%)
Value$6.0K (+$102)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$4.6K (-$144)
Filed 2026-10-14
Allworth Financial LP
NEW
Shares2,633
Change+2,633
Value$3.5K
Filed 2026-11-06
CoreCap Advisors, LLC
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$1.3K (-$42)
Filed 2026-10-08
Community Financial Services Group, LLC
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$664 (-$16)
Filed 2026-10-15
Simplex Trading, LLC
DECREASED
Shares378 from 1,955
Change-1,577 (-81%)
Value$483 (-$2.1K)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
INCREASED
Shares14 from 6
Change+8 (+133%)
Value$18 (+$10)
Filed 2026-10-29
StoneX Group Inc.
CLOSED
Shares0 from 19,604
Change-19,604 (-100%)
Value$0 (-$26.7K)
Filed 2026-11-03
Kennedy Investment Group, Inc.
CLOSED
Shares0 from 12,492
Change-12,492 (-100%)
Value$0 (-$16.5K)
Filed 2026-10-21
Farther Finance Advisors, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-08
Legal & General Group Plc
N/A
Shares— from 725,171
Change-725,171 (-100%)
Value—
UBS Group AG
N/A
Shares— from 302,528
Change-302,528 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 290,041
Change-290,041 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 239,321
Change-239,321 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 225,337
Change-225,337 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 126,000
Change-126,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 120,114
Change-120,114 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 99,101
Change-99,101 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 91,343
Change-91,343 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 84,865
Change-84,865 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 68,742
Change-68,742 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 38,767
Change-38,767 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 31,255
Change-31,255 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,748
Change-22,748 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,036
Change-22,036 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 18,122
Change-18,122 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 13,462
Change-13,462 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,367
Change-5,367 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 605
Change-605 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 542
Change-542 (-100%)
Value—
Status
Brian LOW Financial Group, LLC
INCREASED130,000126,000+4,000+3%$166.3K$166.4K+$802026-10-28
Silverberg Bernstein Capital Management LLC
DECREASED106,044106,710-666-1%$140.9K$135.7K-$5.1K2026-10-13
Choreo, LLC
NEW101,336—+101,336——$129.7K—2026-10-28
LPL Financial LLC
INCREASED75,24458,042+17,202+30%$76.6K$96.3K+$19.7K2026-11-06
International Assets Investment Management, LLC
UNCHANGED37,47037,47000%$49.5K$48.3K-$1.1K2026-11-02
BostonPremier Wealth LLC
DECREASED25,34626,026-680-3%$34.4K$32.4K-$1.9K2026-10-16
Sigma Planning Corp
INCREASED22,54221,879+663+3%$28.9K$28.9K-$272026-10-23
Parkside Financial Bank & Trust
UNCHANGED22,17022,17000%$29.3K$28.4K-$8872026-10-27
United Bank
UNCHANGED15,42015,42000%$20.4K$19.7K-$6162026-11-06
National Wealth Management Group, LLC
INCREASED12,49511,584+911+8%$15.3K$16.0K+$7022026-10-26
Acorn Wealth Advisors, LLC
UNCHANGED12,49212,49200%$16.5K$16.0K-$5002026-10-19
CWA Asset Management Group, LLC
UNCHANGED11,69811,69800%$15.4K$15.0K-$4682026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED10,45710,863-406-4%$14$13-$12026-11-02
First Affirmative Financial Network
NEW10,404—+10,404——$13.3K—2026-10-21
LifeSteps Financial, Inc.
UNCHANGED10,00010,00000%$13.2K$12.8K-$4002026-10-15
Compass Financial Management LLC
INCREASED4,6794,459+220+5%$5.9K$6.0K+$1022026-10-30
Triumph Capital Management
UNCHANGED3,6003,60000%$4.8K$4.6K-$1442026-10-14
Allworth Financial LP
NEW2,633—+2,633——$3.5K—2026-11-06
CoreCap Advisors, LLC
UNCHANGED1,0411,04100%$1.4K$1.3K-$422026-10-08
Community Financial Services Group, LLC
UNCHANGED51551500%$680$664-$162026-10-15
Simplex Trading, LLC
DECREASED3781,955-1,577-81%$2.6K$483-$2.1K2026-11-04
Caitong International Asset Management Co., Ltd
INCREASED146+8+133%$8$18+$102026-10-29
StoneX Group Inc.
CLOSED019,604-19,604-100%$26.7K$0-$26.7K2026-11-03
Kennedy Investment Group, Inc.
CLOSED012,492-12,492-100%$16.5K$0-$16.5K2026-10-21
Farther Finance Advisors, LLC
UNCHANGED000—$0$0$02026-10-08
Legal & General Group Plc
N/A—725,171-725,171-100%$960.9K———
UBS Group AG
N/A—302,528-302,528-100%$399.3K———
BlackRock, Inc.
N/A—290,041-290,041-100%$382.9K———
Virtus Investment Advisers, LLC
N/A—239,321-239,321-100%$315.9K———
HRT Financial LP
N/A—225,337-225,337-100%$297.0K———
Strategic Wealth Partners, Ltd.
N/A—126,000-126,000-100%$166.3K———
BFC Planning, Inc.
N/A—120,114-120,114-100%$158.6K———
Canada Life Assurance Co
N/A—99,101-99,101-100%$130.0K———
Morgan Stanley
N/A—91,343-91,343-100%$120.6K———
Founders Financial Alliance, LLC
N/A—84,865-84,865-100%$112.0K———
Two Sigma Investments, LP
N/A—68,742-68,742-100%$90.7K———
Ethos Financial Group, LLC
N/A—38,767-38,767-100%$51.2K———
Two Sigma Securities, LLC
N/A—31,255-31,255-100%$41.3K———
Cetera Investment Advisers
N/A—22,748-22,748-100%$30.0K———
Arkadios Wealth Advisors
N/A—22,036-22,036-100%$29.1K———
LeClair Wealth Partners LLC
N/A—18,122-18,122-100%$23.9K———
Reliant Investment Partners, LLC
N/A—13,462-13,462-100%$17.8K———
Royal Bank of Canada
N/A—11,800-11,800-100%$16.0K———
Alerus Financial NA
N/A—10,000-10,000-100%$13.2K———
Northwestern Mutual Wealth Management Co
N/A—5,367-5,367-100%$7.1K———
Ameritas Advisory Services, LLC
N/A—2,424-2,424-100%$3.2K———
JPMorgan Chase & Co
N/A—1,810-1,810-100%$2.4K———
Arax Advisory Partners
N/A—1,428-1,428-100%$1.9K———
Harbour Investments, Inc.
N/A—1,204-1,204-100%$1.6K———
Osaic Holdings, Inc.
N/A—605-605-100%$799———
Wells Fargo & Company
N/A—542-542-100%$716———
Showing 51 of 51 institutions