OXFORD SQUARE CAP CORP

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OXSQ·69181V107·US·Common Stock·Financial Services - Asset Management

OXSQ (OXFORD SQUARE CAP CORP) is held by 17 institutional investors as of Q2 2026. Largest holders: Legal & General Group Plc ($960,852), UBS Group AG ($399,337), BlackRock, Inc. ($382,855). Net institutional sentiment: Mixed.

17

Holders

(2 Elite)

$2.1M

Total Value

45% (20)

Consensus

9 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)80

Insider (Form 4)39

Activist (13D/13G)50

Congressional (STOCK Act)82

Holder Quality

34

★★★★★

Elite

28

★★★★

Strong

42

★★★

Solid

80

★★

Below

29

★

Weak

Held by 17 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders May 21, 2026 · Activists none · Congress none

InsiderCHCOHEN JONATHAN HBuy $167KMay 20, 2026

InsiderRBROSENTHAL SAUL BBuy $167KMay 20, 2026

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Top Holders

Top Holders (17)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Legal & General Group Plc	Increased	725,171(+23.5%)	$960,852	0.0%	-16.34%	30
UBS Group AG	Increased	302,528(+168.3%)	$399,337	0.0%	-2.21%	38
BlackRock, Inc.	Decreased	290,041(-2.5%)	$382,855	0.0%	-13.00%	0
MORGAN STANLEY	Increased	91,343(+41.0%)	$120,573	0.0%	-4.93%	20
TWO SIGMA INVESTMENTS, LP	Decreased	68,742(-5.4%)	$90,739	0.0%	-16.58%	0
LPL Financial LLC	Decreased	58,042(-20.0%)	$76,615	0.0%	-20.67%	0
Cetera Investment Advisers	Unchanged	22,748	$30,027	0.0%	-29.92%	0
ROYAL BANK OF CANADA	Unchanged	11,800	$16,000	0.0%	-20.85%	0
MGMERCER GLOBAL ADVISORS INC /ADV	New	9,053	$11,950	0.0%	+7.18%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	5,367(-47.8%)	$7,085	0.0%	-14.66%	0
SIMPLEX TRADING, LLC	Increased	1,955(+1084.8%)	$2,580	0.0%	+5.57%	14
JPMORGAN CHASE & CO	Increased	1,810(+37.1%)	$2,408	0.0%	-9.96%	11
IWIntegrated Wealth Concepts LLC	New	1,458	$1,925	0.0%	+7.18%	17
OSAIC HOLDINGS, INC.	Increased	605(+2.9%)	$799	0.0%	-21.35%	8
WELLS FARGO & COMPANY/MN	Unchanged	542	$716	0.0%	-21.02%	0
HRT FINANCIAL LP	Increased	225,337(+180.9%)	$297	0.0%	-1.78%	18
Farther Finance Advisors, LLC	Unchanged	0	$0	0.0%	-17.25%	0
Virtu Financial LLC	Exited	0(-100.0%)	$212,000	0.0%	-13.91%	0
Allworth Financial LP	Exited	0(-100.0%)	$39	0.0%	-20.38%	0
CITIGROUP INC	Exited	0(-100.0%)	$88,914	0.0%	-20.38%	0

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OXSQOXFORD SQUARE CAP CORP

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer