How many institutions own OFS stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own OFS shares is 41, representing 10.71% of the company's common stock.

Who are the major shareholders selling OFS Capital Corporation stock?

HRT FINANCIAL LP, in the last quarter, reduced its stake in OFS by -100% restricting it's holding to 0 shares of worth nearly -. WELLS FARGO & COMPANY/MN also lessened -53.68% of the OFS shares from its portfolio, reducing its holding to 302 shares of worth $2.32K. ACADIAN ASSET MANAGEMENT LLC also shunned OFS shares holding by -81.1% last quarter which brought its holding to 6.19 thousand shares worth $47.00K.

Investors who are buying OFS stock?

As per its latest 13F filing, CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. increased its stake in OFS by 12.64% in the last quarter. The institutional holder raised its holding to 71.15 thousand shares having worth more than $547.13K. UBS GROUP AG also added 140.56% more shares of OFS to its portfolio, raising its holding to 3.44 thousand shares of worth $26.45K. NBC SECURITIES, INC. also increased its OFS shares holding by 4.44% which brought its holding to 4.26 thousand shares worth $32.74K.

OFS's major insiders: who are they?

The insider with the most stakes in OFS is Pittson Glenn R. , director at the company. Additionally, OFS stock is highly held by Director and CFO Cerny Jeffrey A and Chief Accounting Officer Owen Jeffery S. among others.

Did an insider recently sell OFS stock?

Company executives, directors, and other insiders own 22.58% percent of OFS Capital Corporation's stock. Within the last six months, there have been 0 transaction(s) in which OFS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include RUBENFELD ERIC P..

Which insider recently purchased OFS stock?

There have been 0 transaction(s) during the past 6-months in which OFS Capital Corporation insiders have bought stock, totalling 0 shares

How much of OFS does insiders own?

Around 0 OFS Capital Corporation shares are held by insiders, which represents about 22.58% of OFS stock.

Who is the insider with the largest stake?

OFS director, Pittson Glenn R. holds the largest portfolio of the company's shares. OFS shares owned by Pittson total nearly 80.03 thousand.

Which institution holds the most shares in OFS?

CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. is the largest institutional owner in OFS which holds 71.15 thousand shares worth $547.13K or 0.53% of the total OFS shares outstanding followed by HRT FINANCIAL LP with ownership of 0 shares representing 0% of the OFS ownership. WELLS FARGO & COMPANY/MN is the third largest stakeholder with 302 shares or 0% of the ownership worth more than $2.32K.

Is OFS Capital Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the OFS is concerned, it is a stock which is optionable.

Is there a short position on OFS's shares?

Number of OFS shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding OFS shares are there?

As of today, null shares of OFS are outstanding.

Is there many float in OFS stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, OFS has null shares in float.

OFS short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for OFS is null.

OFS Capital (OFS) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

22.58% Percentage of Shares held by All Insiders

10.71% Percentage of Shares held by All Institutions

13.83% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 10.71% of OFS shares are held by financial institutions. CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. is the top corporate investor, holding 71.15K shares valued at $547.13K. A 0.53% stake in OFS Capital Corporation is owned by the company. HRT FINANCIAL LP owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.53%	71.15K	547.13K	7.98K	+12.64%
Sep 30, 2025	HRT FINANCIAL LP	0%	0	-	-18.1K	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	302	2.32K	-350	-53.68%
Sep 30, 2025	UBS GROUP AG	0.03%	3.44K	26.45K	2.01K	+140.56%
Sep 30, 2025	NBC SECURITIES, INC.	0.03%	4.26K	32.74K	181	+4.44%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.05%	6.19K	47K	-26.58K	-81.10%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	7.08K	54.44K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.06%	7.5K	58K	6.5K	+650.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	18.09K	139K	0	0
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0.14%	18.1K	139.21K	765	+4.41%
Sep 30, 2025	LPL FINANCIAL LLC	0.15%	20.16K	155.05K	2.01K	+11.10%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.16%	20.85K	160.31K	-17.53K	-45.68%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	0	-	-435	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-1.9K	-100.00%
Sep 30, 2025	CWM, LLC	0%	100	1K	0	0
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.52%	69.32K	533.05K	-17.05K	-19.74%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.58%	77.72K	597.7K	-6.42K	-7.63%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.64%	85.23K	655.43K	143	+0.17%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.9%	120.91K	929.78K	6.64K	+5.81%
Sep 30, 2025	MORGAN STANLEY	1.09%	146.7K	1.13M	6.41K	+4.57%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.25%	168K	1.42M	24.26K	+16.88%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	1.32%	176.3K	1.36M	-10.6K	-5.67%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	506	4.3K	0	0
Sep 30, 2025	LSV ASSET MANAGEMENT	0%	0	-	-12.9K	-100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0%	0	-	-60.87K	-100.00%
Sep 30, 2025	HARBOR ASSET PLANNING, INC.	0.01%	687	5.28K	0	0
Sep 30, 2025	US BANCORP \DE\	0.01%	1K	7.69K	0	0
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.01%	1.6K	12.3K	1.6K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	2.28K	17.56K	2.21K	+2,826.92%
Sep 30, 2025	ACCESS INVESTMENT MANAGEMENT LLC	0.02%	2.5K	19.23K	0	0
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	13.5K	103.82K	-1.6K	-10.60%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	14K	108K	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	0.12%	15.54K	119.46K	-1.24K	-7.40%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.17%	23.23K	178.6K	-17.88K	-43.50%
Sep 30, 2025	BULLDOG INVESTORS, LLP	0.43%	57.64K	443.24K	-69.55K	-54.68%
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.49%	66.29K	509.74K	4.37K	+7.06%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	0	-	-2.38K	-100.00%
Sep 30, 2025	FORT SHERIDAN ADVISORS LLC	0%	0	-	-10K	-100.00%
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.13%	17.34K	146.33K	669	+4.01%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	18.09K	153K	0	0
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.64%	85.09K	718.14K	-91.18K	-51.73%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.85%	114.27K	964.46K	-6.55K	-5.42%
Jun 30, 2025	HRT FINANCIAL LP	0.14%	18.1K	152K	18.1K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	506	4.27K	0	0
Jun 30, 2025	ACCESS INVESTMENT MANAGEMENT LLC	0.02%	2.5K	21.1K	2.5K	+100.00%
Jun 30, 2025	NBC SECURITIES, INC.	0.03%	4.08K	34K	158	+4.03%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	652	5.5K	0	0
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.31%	41.11K	346.92K	41.11K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.45%	60.87K	513.75K	-17.06K	-21.89%
Jun 30, 2025		0.01%	687	5.8K	687	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	1K	8K	0	0
Jun 30, 2025	US BANCORP \DE\	0.01%	1K	8.44K	0	0
Jun 30, 2025	UBS GROUP AG	0.01%	1.43K	12.07K	-9.08K	-86.39%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	1.9K	16.04K	1.9K	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	2.38K	20.05K	2.38K	+100.00%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.1%	12.9K	109K	0	0
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	14K	118K	-165	-1.16%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.46%	61.91K	522.55K	-16.66K	-21.21%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	15.1K	127.44K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.14%	18.15K	153.18K	2.89K	+18.94%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.24%	32.77K	275K	11.78K	+56.12%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	7.08K	59.75K	0	0
Jun 30, 2025	FORT SHERIDAN ADVISORS LLC	0.07%	10K	84.4K	-770	-7.15%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.47%	63.17K	533.12K	3.11K	+5.17%
Jun 30, 2025	HARBOR ASSET PLANNING, INC.	0.01%	687	5.8K	687	+100.00%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	1.4%	186.9K	1.58M	2.3K	+1.25%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.63%	84.14K	710.14K	-3.12K	-3.58%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.64%	86.37K	728.94K	86.37K	+100.00%
Jun 30, 2025	BULLDOG INVESTORS, LLP	0.95%	127.19K	1.07M	-55.22K	-30.27%
Jun 30, 2025	MORGAN STANLEY	1.05%	140.29K	1.18M	1.26K	+0.90%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.07%	143.74K	1.21M	142	+0.10%
Jun 30, 2025	CITADEL ADVISORS LLC	0.13%	16.78K	141.59K	16.78K	+100.00%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.29%	38.38K	323.92K	-13.17K	-25.55%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	0	-	-15.88K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	78	658	78	+100.00%
Jun 30, 2025	CWM, LLC	0%	100	1K	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	435	3.67K	0	0
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.9%	120.82K	1.12M	4.36K	+3.75%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	1.38%	184.6K	1.71M	-14.6K	-7.33%
Mar 31, 2025	BULLDOG INVESTORS, LLP	1.36%	182.41K	1.69M	68.85K	+60.62%
Mar 31, 2025	FORT SHERIDAN ADVISORS LLC	0.08%	10.77K	100.05K	10.77K	+100.00%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.38%	51.55K	478.87K	-9.16K	-15.08%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.16%	20.99K	193K	-39.74K	-65.44%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.05%	7.08K	65.76K	0	0
Mar 31, 2025	NBC SECURITIES, INC.	0.03%	3.92K	36	3.92K	+130,533.33%
Mar 31, 2025	US BANCORP \DE\	0.01%	1K	9.29K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	1K	9K	0	0
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0%	435	4.04K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-350	-100.00%
Mar 31, 2025	CWM, LLC	0%	100	1K	0	0
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.32%	176.26K	1.64M	-84	-0.05%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.07%	143.6K	1.33M	4.2K	+3.01%
Mar 31, 2025	MORGAN STANLEY	1.04%	139.04K	1.29M	1.46K	+1.06%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.65%	87.26K	810.66K	-1.03K	-1.17%
Mar 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.59%	78.58K	729.99K	78.58K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.11%	15.26K	141.75K	-10.06K	-39.73%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	15.1K	135.75K	0	0
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	14.17K	132K	-670	-4.52%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.1%	12.9K	120K	0	0
Mar 31, 2025	UBS GROUP AG	0.08%	10.51K	97.61K	-468	-4.26%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	652	6.06K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	506	4.7K	-2.5K	-83.18%
Mar 31, 2025	CITIGROUP INC	0%	0	-	-4.22K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-13.62K	-100.00%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0%	0	-	-98K	-100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-616	-100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	18.09K	168K	-250	-1.36%
Mar 31, 2025	SOA WEALTH ADVISORS, LLC.	0.12%	16.67K	154.86K	597	+3.71%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.58%	77.93K	721.46K	77.93K	+100.00%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.45%	60.06K	557.97K	11K	+22.41%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.12%	15.88K	147.53K	15.88K	+100.00%
Mar 31, 2025	VIRTUS ETF ADVISERS LLC	0%	0	-	-64.34K	-100.00%
Mar 31, 2024	SOA WEALTH ADVISORS, LLC.	0.11%	14.28K	141.81K	854	+6.36%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0%	0	-	-52	-100.00%
Mar 31, 2024	FMR LLC	0%	1	10	1	+100.00%
Mar 31, 2024	CWM, LLC	0%	100	1K	100	+100.00%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0%	435	4.32K	0	0
Mar 31, 2024	CAPE INVESTMENT ADVISORY, INC.	0%	542	5.38K	-10.37K	-95.03%
Mar 31, 2024	JPMORGAN CHASE & CO	0.01%	723	7.18K	699	+2,912.50%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	9.93K	1K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.01%	1K	10K	-500	-33.33%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.05%	6.19K	61.47K	-6.73K	-52.07%
Mar 31, 2024	CITADEL ADVISORS LLC	0.05%	7.1K	70.5K	3.7K	+108.82%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.1%	12.9K	128K	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.1%	13.84K	137K	1K	+7.79%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	23.5K	233.36K	1.3K	+5.86%
Mar 31, 2024	RITHOLTZ WEALTH MANAGEMENT	0.18%	23.64K	234.74K	-5.66K	-19.31%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.21%	28.2K	280.01K	6.41K	+29.43%
Mar 31, 2024	VIRTUS ETF ADVISERS LLC	0.24%	31.72K	315.02K	6.38K	+25.16%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.32%	42.3K	420.07K	21.97K	+108.05%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.47%	63.2K	627.58K	-33.65K	-34.74%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.58%	77.18K	766.43K	-41.64K	-35.04%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	2.15%	287.58K	2.86M	16.75K	+6.18%
Mar 31, 2024	NBC SECURITIES, INC.	0.06%	7.48K	74K	248	+3.43%
Mar 31, 2024	FORT SHERIDAN ADVISORS LLC	0.08%	10.27K	101.98K	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	12.25K	122K	0	0
Mar 31, 2024	ACCESS INVESTMENT MANAGEMENT LLC	0.24%	32.5K	322.73K	0	0
Mar 31, 2024	BLACKROCK INC.	0.31%	42K	417.01K	42K	+100.00%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.38%	50.29K	499.35K	-7.91K	-13.59%
Mar 31, 2024	LPL FINANCIAL LLC	0.43%	57.84K	574.38K	57.84K	+100.00%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.73%	98K	973.14K	98K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	3.45K	34.27K	-1	-0.03%
Mar 31, 2024	UBS GROUP AG	0.03%	3.69K	36.59K	2.66K	+259.51%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	1.12%	150.42K	1.49M	-57.24K	-27.56%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.27%	170.05K	1.69M	7.85K	+4.84%
Mar 31, 2024	MORGAN STANLEY	1.33%	178.8K	1.78M	4.95K	+2.85%
Mar 31, 2024	US BANCORP \DE\	0.01%	1.55K	15.39K	0	0
Mar 31, 2024	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	15.1K	149.94K	0	0
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-36	-100.00%
Mar 31, 2024	IMPACT PARTNERSHIP WEALTH, LLC	0%	0	-	-50	-100.00%
Mar 31, 2024	TD WATERHOUSE CANADA INC.	0%	0	-	-3.66K	-100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0%	0	-	-23.75K	-100.00%
Mar 31, 2024	SIGNATUREFD, LLC	0%	0	-	-120	-100.00%
Mar 31, 2024	SIGMA PLANNING CORP	0%	0	-	-33.56K	-100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0%	0	-	-13.96K	-100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.21%	162.2K	1.9M	14.04K	+9.47%
Dec 31, 2023	MORGAN STANLEY	1.3%	173.85K	2.03M	5.41K	+3.21%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	1.55%	207.66K	2.43M	5.07K	+2.50%
Dec 31, 2023	ARKADIOS WEALTH ADVISORS	0.15%	20.33K	237.89K	3.04K	+17.57%
Dec 31, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.16%	21.79K	254.9K	5.88K	+36.92%
Dec 31, 2023	JANE STREET GROUP, LLC	0.18%	23.75K	277.86K	23.75K	+100.00%
Dec 31, 2023	VIRTUS ETF ADVISERS LLC	0.19%	25.35K	296.56K	-8.2K	-24.44%
Dec 31, 2023	RITHOLTZ WEALTH MANAGEMENT	0.22%	29.3K	342.79K	5.9K	+25.21%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-43.91K	-100.00%
Dec 31, 2023	SQUAREPOINT OPS LLC	0%	0	-	-13.33K	-100.00%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-861	-100.00%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0%	0	-	-10K	-100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0%	0	-	-12.13K	-100.00%
Dec 31, 2023	SIGMA PLANNING CORP	0.25%	33.56K	392.67K	-19.56K	-36.83%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.43%	58.2K	680.89K	10.8K	+22.77%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.72%	96.85K	1.13M	16.75K	+20.91%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	24	281	-6	-20.00%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0%	36	421	36	+100.00%
Dec 31, 2023	GROUP ONE TRADING, L.P.	0%	52	608K	-1.1K	-95.47%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.89%	118.82K	1.39M	29.1K	+32.43%
Dec 31, 2023	SIGNATUREFD, LLC	0%	120	1.41K	3	+2.56%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0%	435	5.15K	0	0
Dec 31, 2023	UBS GROUP AG	0.01%	1.03K	11.99K	-841	-45.07%
Dec 31, 2023	ROYAL BANK OF CANADA	0.01%	1.5K	18K	-1K	-40.00%
Dec 31, 2023	US BANCORP \DE\	0.01%	1.55K	18.14K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.03%	3.4K	39.78K	-9.6K	-73.85%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.03%	3.45K	40.39K	-913	-20.92%
Dec 31, 2023		0%	50	585	50	+100.00%
Dec 31, 2023	NBC SECURITIES, INC.	0.05%	7.23K	84K	-26	-0.36%
Dec 31, 2023	FORT SHERIDAN ADVISORS LLC	0.08%	10.27K	120.16K	0	0
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	2.02%	270.83K	3.17M	-35.21K	-11.51%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	12.25K	143K	1K	+8.89%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.1%	12.84K	150K	0	0
Dec 31, 2023	LSV ASSET MANAGEMENT	0.1%	12.9K	151K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.1%	12.92K	151.12K	-7.07K	-35.36%
Dec 31, 2023	SOA WEALTH ADVISORS, LLC.	0.1%	13.43K	157.1K	394	+3.02%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.1%	13.96K	163.37K	-2.86K	-16.98%
Dec 31, 2023	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	15.1K	176.67K	0	0

Insiders

Among the OFS insiders holding of 22.58% of the stake in company, PITTSON GLENN R., director, holds the largest shares of 80.03K. CERNY JEFFREY A, Director and CFO, is the second largest OFS insider with ownership of 30K shares. OWEN JEFFERY S., Chief Accounting Officer, stands third with possession of 14.5K shares of that stake.

Insiders	Designation	Shares Held
PITTSON GLENN R.	director	80.03K
CERNY JEFFREY A	Director and CFO	30K
OWEN JEFFERY S.	Chief Accounting Officer	14.5K
RESSLER RICHARD S	10 percent owner	12.07K
HEALY ELAINE	director	10K
ABRAMS MARC	director	2K
RASHID BILAL	Director and CEO	355
PORTER MUKYA	Chief Compliance Officer	210
RUBENFELD ERIC P.	Chief Compliance Officer	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 17, 2020	PORTER MUKYA	PURCHASE	5.66	210	1.19K	210
Nov 16, 2020	OWEN JEFFERY S.	PURCHASE	5.79	11.95K	69.19K	14.5K
Nov 13, 2020	RESSLER RICHARD S	PURCHASE	5.28	8.82K	46.56K	12.07K
Nov 13, 2020	OWEN JEFFERY S.	PURCHASE	5.17	2.55K	13.18K	2.55K
Nov 12, 2020	RESSLER RICHARD S	PURCHASE	5.07	3.26K	16.5K	3.26K
Nov 12, 2020	CERNY JEFFREY A	PURCHASE	5.08	10K	50.8K	30K
Nov 11, 2020	RASHID BILAL	PURCHASE	4.93	355	1.75K	355
Nov 11, 2020	CERNY JEFFREY A	PURCHASE	5.07	20K	101.4K	20K
May 28, 2020	HEALY ELAINE	PURCHASE	5.11	10K	51.1K	10K
Aug 31, 2015	RUBENFELD ERIC P.	SALE	11.02	1K	11.02K	0
Aug 27, 2014	PITTSON GLENN R.	PURCHASE	12.75	12.97K	165.3K	80.03K
Aug 26, 2014	PITTSON GLENN R.	PURCHASE	12.74	10K	127.4K	67.07K
Jun 04, 2014	PITTSON GLENN R.	PURCHASE	12.75	2.1K	26.78K	57.07K
Jun 03, 2014	PITTSON GLENN R.	PURCHASE	12.75	10K	127.5K	54.97K
May 23, 2014	PITTSON GLENN R.	PURCHASE	12.58	2.7K	33.97K	44.97K
May 21, 2014	PITTSON GLENN R.	PURCHASE	12.69	2K	25.38K	4K
Dec 13, 2013	PITTSON GLENN R.	PURCHASE	12.30	5K	61.5K	20K
Dec 12, 2013	RUBENFELD ERIC P.	PURCHASE	12.46	1K	12.46K	1K
Dec 11, 2013	PITTSON GLENN R.	PURCHASE	12.53	2K	25.06K	17.5K
Dec 10, 2013	PITTSON GLENN R.	PURCHASE	12.50	15K	187.5K	15K
Dec 10, 2013	ABRAMS MARC	PURCHASE	12.50	2K	25K	2K

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

22.58% Percentage of Shares held by All Insiders

10.71% Percentage of Shares held by All Institutions

13.83% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.53%	71.15K	547.13K	7.98K	+12.64%
Sep 30, 2025	HRT FINANCIAL LP	0%	0	-	-18.1K	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	302	2.32K	-350	-53.68%
Sep 30, 2025	UBS GROUP AG	0.03%	3.44K	26.45K	2.01K	+140.56%
Sep 30, 2025	NBC SECURITIES, INC.	0.03%	4.26K	32.74K	181	+4.44%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.05%	6.19K	47K	-26.58K	-81.10%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	7.08K	54.44K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.06%	7.5K	58K	6.5K	+650.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	18.09K	139K	0	0
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0.14%	18.1K	139.21K	765	+4.41%
Sep 30, 2025	LPL FINANCIAL LLC	0.15%	20.16K	155.05K	2.01K	+11.10%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.16%	20.85K	160.31K	-17.53K	-45.68%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	0	-	-435	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-1.9K	-100.00%
Sep 30, 2025	CWM, LLC	0%	100	1K	0	0
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.52%	69.32K	533.05K	-17.05K	-19.74%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.58%	77.72K	597.7K	-6.42K	-7.63%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.64%	85.23K	655.43K	143	+0.17%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.9%	120.91K	929.78K	6.64K	+5.81%
Sep 30, 2025	MORGAN STANLEY	1.09%	146.7K	1.13M	6.41K	+4.57%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.25%	168K	1.42M	24.26K	+16.88%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	1.32%	176.3K	1.36M	-10.6K	-5.67%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	506	4.3K	0	0
Sep 30, 2025	LSV ASSET MANAGEMENT	0%	0	-	-12.9K	-100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0%	0	-	-60.87K	-100.00%
Sep 30, 2025	HARBOR ASSET PLANNING, INC.	0.01%	687	5.28K	0	0
Sep 30, 2025	US BANCORP \DE\	0.01%	1K	7.69K	0	0
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.01%	1.6K	12.3K	1.6K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	2.28K	17.56K	2.21K	+2,826.92%
Sep 30, 2025	ACCESS INVESTMENT MANAGEMENT LLC	0.02%	2.5K	19.23K	0	0
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	13.5K	103.82K	-1.6K	-10.60%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	14K	108K	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	0.12%	15.54K	119.46K	-1.24K	-7.40%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.17%	23.23K	178.6K	-17.88K	-43.50%
Sep 30, 2025	BULLDOG INVESTORS, LLP	0.43%	57.64K	443.24K	-69.55K	-54.68%
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.49%	66.29K	509.74K	4.37K	+7.06%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	0	-	-2.38K	-100.00%
Sep 30, 2025	FORT SHERIDAN ADVISORS LLC	0%	0	-	-10K	-100.00%
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.13%	17.34K	146.33K	669	+4.01%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	18.09K	153K	0	0
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.64%	85.09K	718.14K	-91.18K	-51.73%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.85%	114.27K	964.46K	-6.55K	-5.42%
Jun 30, 2025	HRT FINANCIAL LP	0.14%	18.1K	152K	18.1K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	506	4.27K	0	0
Jun 30, 2025	ACCESS INVESTMENT MANAGEMENT LLC	0.02%	2.5K	21.1K	2.5K	+100.00%
Jun 30, 2025	NBC SECURITIES, INC.	0.03%	4.08K	34K	158	+4.03%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	652	5.5K	0	0
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.31%	41.11K	346.92K	41.11K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.45%	60.87K	513.75K	-17.06K	-21.89%
Jun 30, 2025		0.01%	687	5.8K	687	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	1K	8K	0	0
Jun 30, 2025	US BANCORP \DE\	0.01%	1K	8.44K	0	0
Jun 30, 2025	UBS GROUP AG	0.01%	1.43K	12.07K	-9.08K	-86.39%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	1.9K	16.04K	1.9K	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	2.38K	20.05K	2.38K	+100.00%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.1%	12.9K	109K	0	0
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	14K	118K	-165	-1.16%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.46%	61.91K	522.55K	-16.66K	-21.21%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	15.1K	127.44K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.14%	18.15K	153.18K	2.89K	+18.94%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.24%	32.77K	275K	11.78K	+56.12%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	7.08K	59.75K	0	0
Jun 30, 2025	FORT SHERIDAN ADVISORS LLC	0.07%	10K	84.4K	-770	-7.15%
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.47%	63.17K	533.12K	3.11K	+5.17%
Jun 30, 2025	HARBOR ASSET PLANNING, INC.	0.01%	687	5.8K	687	+100.00%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	1.4%	186.9K	1.58M	2.3K	+1.25%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.63%	84.14K	710.14K	-3.12K	-3.58%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.64%	86.37K	728.94K	86.37K	+100.00%
Jun 30, 2025	BULLDOG INVESTORS, LLP	0.95%	127.19K	1.07M	-55.22K	-30.27%
Jun 30, 2025	MORGAN STANLEY	1.05%	140.29K	1.18M	1.26K	+0.90%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.07%	143.74K	1.21M	142	+0.10%
Jun 30, 2025	CITADEL ADVISORS LLC	0.13%	16.78K	141.59K	16.78K	+100.00%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.29%	38.38K	323.92K	-13.17K	-25.55%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	0	-	-15.88K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	78	658	78	+100.00%
Jun 30, 2025	CWM, LLC	0%	100	1K	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	435	3.67K	0	0
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.9%	120.82K	1.12M	4.36K	+3.75%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	1.38%	184.6K	1.71M	-14.6K	-7.33%
Mar 31, 2025	BULLDOG INVESTORS, LLP	1.36%	182.41K	1.69M	68.85K	+60.62%
Mar 31, 2025	FORT SHERIDAN ADVISORS LLC	0.08%	10.77K	100.05K	10.77K	+100.00%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.38%	51.55K	478.87K	-9.16K	-15.08%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.16%	20.99K	193K	-39.74K	-65.44%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.05%	7.08K	65.76K	0	0
Mar 31, 2025	NBC SECURITIES, INC.	0.03%	3.92K	36	3.92K	+130,533.33%
Mar 31, 2025	US BANCORP \DE\	0.01%	1K	9.29K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	1K	9K	0	0
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0%	435	4.04K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-350	-100.00%
Mar 31, 2025	CWM, LLC	0%	100	1K	0	0
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.32%	176.26K	1.64M	-84	-0.05%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.07%	143.6K	1.33M	4.2K	+3.01%
Mar 31, 2025	MORGAN STANLEY	1.04%	139.04K	1.29M	1.46K	+1.06%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.65%	87.26K	810.66K	-1.03K	-1.17%
Mar 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.59%	78.58K	729.99K	78.58K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.11%	15.26K	141.75K	-10.06K	-39.73%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	15.1K	135.75K	0	0
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	14.17K	132K	-670	-4.52%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.1%	12.9K	120K	0	0
Mar 31, 2025	UBS GROUP AG	0.08%	10.51K	97.61K	-468	-4.26%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	652	6.06K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	506	4.7K	-2.5K	-83.18%
Mar 31, 2025	CITIGROUP INC	0%	0	-	-4.22K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-13.62K	-100.00%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0%	0	-	-98K	-100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-616	-100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	18.09K	168K	-250	-1.36%
Mar 31, 2025	SOA WEALTH ADVISORS, LLC.	0.12%	16.67K	154.86K	597	+3.71%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.58%	77.93K	721.46K	77.93K	+100.00%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.45%	60.06K	557.97K	11K	+22.41%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.12%	15.88K	147.53K	15.88K	+100.00%
Mar 31, 2025	VIRTUS ETF ADVISERS LLC	0%	0	-	-64.34K	-100.00%
Mar 31, 2024	SOA WEALTH ADVISORS, LLC.	0.11%	14.28K	141.81K	854	+6.36%
Mar 31, 2024	GROUP ONE TRADING, L.P.	0%	0	-	-52	-100.00%
Mar 31, 2024	FMR LLC	0%	1	10	1	+100.00%
Mar 31, 2024	CWM, LLC	0%	100	1K	100	+100.00%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0%	435	4.32K	0	0
Mar 31, 2024	CAPE INVESTMENT ADVISORY, INC.	0%	542	5.38K	-10.37K	-95.03%
Mar 31, 2024	JPMORGAN CHASE & CO	0.01%	723	7.18K	699	+2,912.50%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	9.93K	1K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.01%	1K	10K	-500	-33.33%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.05%	6.19K	61.47K	-6.73K	-52.07%
Mar 31, 2024	CITADEL ADVISORS LLC	0.05%	7.1K	70.5K	3.7K	+108.82%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.1%	12.9K	128K	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.1%	13.84K	137K	1K	+7.79%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	23.5K	233.36K	1.3K	+5.86%
Mar 31, 2024	RITHOLTZ WEALTH MANAGEMENT	0.18%	23.64K	234.74K	-5.66K	-19.31%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.21%	28.2K	280.01K	6.41K	+29.43%
Mar 31, 2024	VIRTUS ETF ADVISERS LLC	0.24%	31.72K	315.02K	6.38K	+25.16%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.32%	42.3K	420.07K	21.97K	+108.05%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.47%	63.2K	627.58K	-33.65K	-34.74%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.58%	77.18K	766.43K	-41.64K	-35.04%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	2.15%	287.58K	2.86M	16.75K	+6.18%
Mar 31, 2024	NBC SECURITIES, INC.	0.06%	7.48K	74K	248	+3.43%
Mar 31, 2024	FORT SHERIDAN ADVISORS LLC	0.08%	10.27K	101.98K	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	12.25K	122K	0	0
Mar 31, 2024	ACCESS INVESTMENT MANAGEMENT LLC	0.24%	32.5K	322.73K	0	0
Mar 31, 2024	BLACKROCK INC.	0.31%	42K	417.01K	42K	+100.00%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.38%	50.29K	499.35K	-7.91K	-13.59%
Mar 31, 2024	LPL FINANCIAL LLC	0.43%	57.84K	574.38K	57.84K	+100.00%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.73%	98K	973.14K	98K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	3.45K	34.27K	-1	-0.03%
Mar 31, 2024	UBS GROUP AG	0.03%	3.69K	36.59K	2.66K	+259.51%
Mar 31, 2024	ACADIAN ASSET MANAGEMENT LLC	1.12%	150.42K	1.49M	-57.24K	-27.56%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.27%	170.05K	1.69M	7.85K	+4.84%
Mar 31, 2024	MORGAN STANLEY	1.33%	178.8K	1.78M	4.95K	+2.85%
Mar 31, 2024	US BANCORP \DE\	0.01%	1.55K	15.39K	0	0
Mar 31, 2024	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	15.1K	149.94K	0	0
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-36	-100.00%
Mar 31, 2024	IMPACT PARTNERSHIP WEALTH, LLC	0%	0	-	-50	-100.00%
Mar 31, 2024	TD WATERHOUSE CANADA INC.	0%	0	-	-3.66K	-100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0%	0	-	-23.75K	-100.00%
Mar 31, 2024	SIGNATUREFD, LLC	0%	0	-	-120	-100.00%
Mar 31, 2024	SIGMA PLANNING CORP	0%	0	-	-33.56K	-100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0%	0	-	-13.96K	-100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.21%	162.2K	1.9M	14.04K	+9.47%
Dec 31, 2023	MORGAN STANLEY	1.3%	173.85K	2.03M	5.41K	+3.21%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	1.55%	207.66K	2.43M	5.07K	+2.50%
Dec 31, 2023	ARKADIOS WEALTH ADVISORS	0.15%	20.33K	237.89K	3.04K	+17.57%
Dec 31, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.16%	21.79K	254.9K	5.88K	+36.92%
Dec 31, 2023	JANE STREET GROUP, LLC	0.18%	23.75K	277.86K	23.75K	+100.00%
Dec 31, 2023	VIRTUS ETF ADVISERS LLC	0.19%	25.35K	296.56K	-8.2K	-24.44%
Dec 31, 2023	RITHOLTZ WEALTH MANAGEMENT	0.22%	29.3K	342.79K	5.9K	+25.21%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-43.91K	-100.00%
Dec 31, 2023	SQUAREPOINT OPS LLC	0%	0	-	-13.33K	-100.00%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-861	-100.00%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0%	0	-	-10K	-100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0%	0	-	-12.13K	-100.00%
Dec 31, 2023	SIGMA PLANNING CORP	0.25%	33.56K	392.67K	-19.56K	-36.83%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.43%	58.2K	680.89K	10.8K	+22.77%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.72%	96.85K	1.13M	16.75K	+20.91%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	24	281	-6	-20.00%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0%	36	421	36	+100.00%
Dec 31, 2023	GROUP ONE TRADING, L.P.	0%	52	608K	-1.1K	-95.47%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.89%	118.82K	1.39M	29.1K	+32.43%
Dec 31, 2023	SIGNATUREFD, LLC	0%	120	1.41K	3	+2.56%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0%	435	5.15K	0	0
Dec 31, 2023	UBS GROUP AG	0.01%	1.03K	11.99K	-841	-45.07%
Dec 31, 2023	ROYAL BANK OF CANADA	0.01%	1.5K	18K	-1K	-40.00%
Dec 31, 2023	US BANCORP \DE\	0.01%	1.55K	18.14K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.03%	3.4K	39.78K	-9.6K	-73.85%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.03%	3.45K	40.39K	-913	-20.92%
Dec 31, 2023		0%	50	585	50	+100.00%
Dec 31, 2023	NBC SECURITIES, INC.	0.05%	7.23K	84K	-26	-0.36%
Dec 31, 2023	FORT SHERIDAN ADVISORS LLC	0.08%	10.27K	120.16K	0	0
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	2.02%	270.83K	3.17M	-35.21K	-11.51%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	12.25K	143K	1K	+8.89%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.1%	12.84K	150K	0	0
Dec 31, 2023	LSV ASSET MANAGEMENT	0.1%	12.9K	151K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.1%	12.92K	151.12K	-7.07K	-35.36%
Dec 31, 2023	SOA WEALTH ADVISORS, LLC.	0.1%	13.43K	157.1K	394	+3.02%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.1%	13.96K	163.37K	-2.86K	-16.98%
Dec 31, 2023	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	15.1K	176.67K	0	0

Insiders

Insiders	Designation	Shares Held
PITTSON GLENN R.	director	80.03K
CERNY JEFFREY A	Director and CFO	30K
OWEN JEFFERY S.	Chief Accounting Officer	14.5K
RESSLER RICHARD S	10 percent owner	12.07K
HEALY ELAINE	director	10K
ABRAMS MARC	director	2K
RASHID BILAL	Director and CEO	355
PORTER MUKYA	Chief Compliance Officer	210
RUBENFELD ERIC P.	Chief Compliance Officer	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 17, 2020	PORTER MUKYA	PURCHASE	5.66	210	1.19K	210
Nov 16, 2020	OWEN JEFFERY S.	PURCHASE	5.79	11.95K	69.19K	14.5K
Nov 13, 2020	RESSLER RICHARD S	PURCHASE	5.28	8.82K	46.56K	12.07K
Nov 13, 2020	OWEN JEFFERY S.	PURCHASE	5.17	2.55K	13.18K	2.55K
Nov 12, 2020	RESSLER RICHARD S	PURCHASE	5.07	3.26K	16.5K	3.26K
Nov 12, 2020	CERNY JEFFREY A	PURCHASE	5.08	10K	50.8K	30K
Nov 11, 2020	RASHID BILAL	PURCHASE	4.93	355	1.75K	355
Nov 11, 2020	CERNY JEFFREY A	PURCHASE	5.07	20K	101.4K	20K
May 28, 2020	HEALY ELAINE	PURCHASE	5.11	10K	51.1K	10K
Aug 31, 2015	RUBENFELD ERIC P.	SALE	11.02	1K	11.02K	0
Aug 27, 2014	PITTSON GLENN R.	PURCHASE	12.75	12.97K	165.3K	80.03K
Aug 26, 2014	PITTSON GLENN R.	PURCHASE	12.74	10K	127.4K	67.07K
Jun 04, 2014	PITTSON GLENN R.	PURCHASE	12.75	2.1K	26.78K	57.07K
Jun 03, 2014	PITTSON GLENN R.	PURCHASE	12.75	10K	127.5K	54.97K
May 23, 2014	PITTSON GLENN R.	PURCHASE	12.58	2.7K	33.97K	44.97K
May 21, 2014	PITTSON GLENN R.	PURCHASE	12.69	2K	25.38K	4K
Dec 13, 2013	PITTSON GLENN R.	PURCHASE	12.30	5K	61.5K	20K
Dec 12, 2013	RUBENFELD ERIC P.	PURCHASE	12.46	1K	12.46K	1K
Dec 11, 2013	PITTSON GLENN R.	PURCHASE	12.53	2K	25.06K	17.5K
Dec 10, 2013	PITTSON GLENN R.	PURCHASE	12.50	15K	187.5K	15K
Dec 10, 2013	ABRAMS MARC	PURCHASE	12.50	2K	25K	2K

OFS Stock Ownership Breakdown

OFS Capital

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions