How many institutions own OXLC 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 OXLC shares is 153, representing 4.98% of the company's common stock.

Who are the major shareholders selling Oxford Lane Capital Corp. stock?

ALLWORTH FINANCIAL LP, in the last quarter, reduced its stake in OXLC by -47.02% restricting it's holding to 10.1 thousand shares of worth nearly $147.92K. COASTAL INVESTMENT ADVISORS, INC. also lessened -1.08% of the OXLC shares from its portfolio, reducing its holding to 242.78 thousand shares of worth $3.55M. PRIVATE ADVISOR GROUP, LLC also shunned OXLC shares holding by -7.77% last quarter which brought its holding to 47.08 thousand shares worth $689.29K.

Investors who are buying OXLC stock?

As per its latest 13F filing, FREESTONE CAPITAL HOLDINGS, LLC increased its stake in OXLC by 49.01% in the last quarter. The institutional holder raised its holding to 141.38 thousand shares having worth more than $2.07M. KESTRA PRIVATE WEALTH SERVICES, LLC also added 100% more shares of OXLC to its portfolio, raising its holding to 10.1 thousand shares of worth $147.86K. ARES MANAGEMENT LLC also increased its OXLC shares holding by 100% which brought its holding to 247.5 thousand shares worth $3.62M.

OXLC's major insiders: who are they?

The insider with the most stakes in OXLC is COHEN JONATHAN H , Chief Executive Officer at the company. Additionally, OXLC stock is highly held by President ROSENTHAL SAUL B and 10 percent owner Frantz Leroy Scott among others.

Did an insider recently sell OXLC stock?

Company executives, directors, and other insiders own 3.58% percent of Oxford Lane Capital Corp.'s stock. Within the last six months, there have been 0 transaction(s) in which OXLC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include WILTON REASSURANCE CO and EAGLE POINT CREDIT MANAGEMENT LLC.

Which insider recently purchased OXLC stock?

There have been 0 transaction(s) during the past 6-months in which Oxford Lane Capital Corp. insiders have bought stock, totalling 0 shares

How much of OXLC does insiders own?

Around 0 Oxford Lane Capital Corp. shares are held by insiders, which represents about 3.58% of OXLC stock.

Who is the insider with the largest stake?

OXLC Chief Executive Officer, COHEN JONATHAN H holds the largest portfolio of the company's shares. OXLC shares owned by COHEN total nearly 7.82 million.

Which institution holds the most shares in OXLC?

M&T BANK CORP is the largest institutional owner in OXLC which holds 30.93 thousand shares worth $452.77K or 0.04% of the total OXLC shares outstanding followed by FREESTONE CAPITAL HOLDINGS, LLC with ownership of 141.38 thousand shares representing 0.16% of the OXLC ownership. KESTRA PRIVATE WEALTH SERVICES, LLC is the third largest stakeholder with 10.1 thousand shares or 0.01% of the ownership worth more than $147.86K.

Is Oxford Lane Capital Corp. 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 OXLC is concerned, it is a stock which is not optionable.

Is there a short position on OXLC's shares?

Number of OXLC 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 OXLC shares are there?

As of today, null shares of OXLC are outstanding.

Is there many float in OXLC 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, OXLC has null shares in float.

OXLC 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 OXLC is null.

Oxford Lane Capital (OXLC) 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

OptionableNo

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

3.58% Percentage of Shares held by All Insiders

4.98% Percentage of Shares held by All Institutions

5.16% Percentage of Float held by Institutions

153

Number of Institutions Holding Shares

Institutional Ownership

About 4.98% of OXLC shares are held by financial institutions. M&T BANK CORP is the top corporate investor, holding 30.93K shares valued at $452.77K. A 0.04% stake in Oxford Lane Capital Corp. is owned by the company. FREESTONE CAPITAL HOLDINGS, LLC owns 141.38K shares valued at $2.07M, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	M&T BANK CORP	0.04%	30.93K	452.77K	0	0
Dec 31, 2025	FREESTONE CAPITAL HOLDINGS, LLC	0.16%	141.38K	2.07M	46.5K	+49.01%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.01%	10.1K	147.86K	10.1K	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.01%	10.1K	147.92K	-8.97K	-47.02%
Dec 31, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.51%	440K	6.45M	0	0
Dec 31, 2025	ARES MANAGEMENT LLC	0.28%	247.5K	3.62M	247.5K	+100.00%
Dec 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.28%	242.78K	3.55M	-2.65K	-1.08%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	47.08K	689.29K	-3.97K	-7.77%
Dec 31, 2025	MAREX GROUP PLC	0.06%	48.35K	707.83K	-11.34K	-18.99%
Dec 31, 2025	HRT FINANCIAL LP	0.06%	49.04K	717K	49.04K	+100.00%
Dec 31, 2025	LIDO ADVISORS, LLC	0.01%	10.34K	174.91K	66	+0.64%
Dec 31, 2025	SAVVY ADVISORS, INC.	0.03%	21.86K	320K	21.86K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.04%	32.78K	479.84K	-1.19K	-3.50%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	61.74K	903.82K	57.53K	+1,367.13%
Dec 31, 2025	CAPITAL CS GROUP, LLC	0.02%	16.42K	240.44K	1.13K	+7.36%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.02%	16.5K	241.5K	16.5K	+100.00%
Dec 31, 2025	CHOREO, LLC	0.02%	16.52K	253.17K	-28.86K	-63.59%
Dec 31, 2025	VIDENT ADVISORY, LLC	0.02%	16.74K	245.1K	16.74K	+100.00%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.02%	17.66K	258.48K	17.66K	+100.00%
Dec 31, 2025	MARINER, LLC	0.02%	18.06K	264.32K	2.78K	+18.21%
Dec 31, 2025	WESBANCO BANK INC	0.03%	30.09K	440.52K	-1	0.00%
Dec 31, 2025	XTX TOPCO LTD	0.04%	33.97K	497.28K	33.97K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	35.01K	512.56K	2.06K	+6.25%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.04%	37.04K	542.23K	8.83K	+31.30%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.05%	39.57K	579.25K	-10.22K	-20.52%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.05%	40.14K	587.58K	0	0
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.05%	46.32K	678.07K	-6.09K	-11.62%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	46.52K	681.02K	5.95K	+14.65%
Dec 31, 2025	EAGLE POINT CREDIT MANAGEMENT LLC	0.57%	496.7K	7.27M	496.7K	+100.00%
Dec 31, 2025	NORTH GROUND CAPITAL	1.19%	1.03M	15.12M	610.36K	+144.56%
Dec 31, 2025	MORGAN STANLEY	2.26%	1.97M	28.77M	579.4K	+41.81%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	201.47K	2.95M	-9.06K	-4.30%
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.06%	51.3K	751.05K	51.3K	+100.00%
Dec 31, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.08%	70.93K	1.04M	-7.15K	-9.16%
Dec 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.18%	153.38K	2.25M	140.62K	+1,101.77%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.18%	158.94K	2.33M	12.58K	+8.59%
Dec 31, 2025	CITADEL ADVISORS LLC	0.21%	185.83K	2.72M	158.36K	+576.44%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	24.22K	354.55K	-251.62K	-91.22%
Dec 31, 2025	ENTROPY TECHNOLOGIES, LP	0.05%	43.35K	634.63K	43.35K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.08%	68.22K	998.68K	43.17K	+172.33%
Dec 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.46%	399.47K	5.85M	171.59K	+75.30%
Dec 31, 2025	BARCLAYS PLC	1.9%	1.66M	24.25M	1.66M	+100.00%
Dec 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.17%	149.89K	2.19M	20.68K	+16.01%
Dec 31, 2025	DELPHI FINANCIAL GROUP, INC.	0.17%	145.03K	2.12M	145.03K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	122.79K	1.8M	90.08K	+275.35%
Dec 31, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.03%	25.93K	379.56K	-196.3K	-88.33%
Dec 31, 2025	BULLDOG INVESTORS, LLP	0.56%	485.4K	7.11M	38.11K	+8.52%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	11.03K	161.41K	11.03K	+100.00%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.01%	11.6K	169.82K	-6.66K	-36.48%
Dec 31, 2025	HIGHPOINT ADVISOR GROUP LLC	0.01%	12.37K	181.1K	-227	-1.80%
Dec 31, 2025	BURNEY CO/	0.01%	12.65K	185.21K	12.65K	+100.00%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.02%	13.06K	191.26K	13.06K	+100.00%
Dec 31, 2025	FERMATA ADVISORS, LLC	0.02%	13.09K	191.63K	2.02K	+18.29%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.02%	13.96K	204.32K	13.96K	+100.00%
Dec 31, 2025	CASTLEVIEW PARTNERS, LLC	0.02%	14.4K	210.82K	14.4K	+100.00%
Dec 31, 2025	SAGE CAPITAL ADVISORS,LLC	0.02%	15.17K	222.04K	1.22K	+8.74%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.02%	16.3K	238.6K	-341	-2.05%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	80.65K	1.18M	-25.22K	-23.83%
Dec 31, 2025	LPL FINANCIAL LLC	0.11%	98.19K	1.44M	-14.79K	-13.09%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.15%	131.54K	1.93M	-34.35K	-20.71%
Dec 31, 2025	CURA WEALTH ADVISORS, LLC	0.02%	18.25K	267.14K	0	0
Dec 31, 2025	CFO4LIFE GROUP, LLC	0.02%	19.28K	282.29K	4.6K	+31.33%
Dec 31, 2025	EIGHT 31 FINANCIAL LLC	0.02%	21.07K	308.46K	1.59K	+8.15%
Dec 31, 2025	UBS GROUP AG	0.03%	22.5K	329.46K	18.05K	+405.14%
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0.03%	23.43K	342.99K	23.43K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	28.45K	416K	-5.78K	-16.89%
Dec 31, 2025		0.03%	28.9K	423.13K	28.9K	+100.00%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.04%	32.24K	471.92K	32.24K	+100.00%
Sep 30, 2025	WPG ADVISERS, LLC	0%	1.31K	22.18K	-87	-6.23%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0%	2.11K	35.77K	2.11K	+100.00%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	2.29K	38.74K	2.29K	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	3.3K	55.8K	3.3K	+100.00%
Sep 30, 2025	FERGUSON SHAPIRO LLC	0.01%	11.86K	200.72K	11.86K	+100.00%
Sep 30, 2025	K2 PRINCIPAL FUND, L.P.	0.01%	12.87K	217.86K	12.87K	+100.00%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	12.91K	218.16K	12.91K	+100.00%
Sep 30, 2025	MARINER, LLC	0.02%	15.27K	258.58K	15.27K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.3%	275.84K	4.67M	275.84K	+100.00%
Sep 30, 2025	NORTH GROUND CAPITAL	0.47%	422.22K	6.77M	422.22K	+100.00%
Sep 30, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.49%	440K	7.45M	440K	+100.00%
Sep 30, 2025	BULLDOG INVESTORS, LLP	0.49%	447.29K	7.57M	447.29K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.58%	528.26K	1.98M	-59.19K	-10.08%
Sep 30, 2025	MAREX GROUP PLC	0.07%	59.69K	1.01M	59.69K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	34.23K	580K	34.23K	+100.00%
Sep 30, 2025	NICOLET ADVISORY SERVICES, LLC	0.02%	20.38K	341.62K	20.38K	+100.00%
Sep 30, 2025	EIGHT 31 FINANCIAL LLC	0.02%	19.48K	329.82K	19.48K	+100.00%
Sep 30, 2025	CASTLEKNIGHT MANAGEMENT LP	0.02%	19.4K	328.44K	19.4K	+100.00%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.02%	18.26K	309.19K	18.26K	+100.00%
Sep 30, 2025	CFO4LIFE GROUP, LLC	0.02%	14.68K	248.57K	14.68K	+100.00%
Sep 30, 2025	SAGE CAPITAL ADVISORS,LLC	0.02%	13.95K	236.15K	13.95K	+100.00%
Sep 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.01%	12.76K	216K	12.76K	+100.00%
Sep 30, 2025	HIGHPOINT ADVISOR GROUP LLC	0.01%	12.6K	213.27K	12.6K	+100.00%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.01%	11.24K	190.23K	11.24K	+100.00%
Sep 30, 2025	FERMATA ADVISORS, LLC	0.01%	11.07K	187.33K	11.07K	+100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	4.2K	71.11K	4.2K	+100.00%
Sep 30, 2025	ELLIOTT INVESTMENT MANAGEMENT L.P.	1.12%	1.02M	17.26M	1.02M	+100.00%
Sep 30, 2025	MORGAN STANLEY	1.53%	1.39M	23.46M	1.39M	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	32.71K	553.85K	32.71K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.04%	33.96K	575.02K	33.96K	+100.00%
Sep 30, 2025	CURA WEALTH ADVISORS, LLC	0.02%	18.25K	308.92K	18.25K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	32.95K	558K	32.95K	+100.00%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.02%	15.95K	270K	15.95K	+100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.02%	19.07K	322.83K	19.07K	+100.00%
Sep 30, 2025	UBS GROUP AG	0%	4.46K	75.42K	4.46K	+100.00%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.03%	28.21K	477.58K	-64.91K	-69.71%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.04%	40.14K	679.49K	40.14K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	40.57K	686.89K	40.57K	+100.00%
Sep 30, 2025	CHOREO, LLC	0.05%	45.38K	768.27K	45.38K	+100.00%
Sep 30, 2025		0.05%	47.4K	802.48K	-15.5K	-24.64%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.05%	49.79K	842.87K	49.79K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.06%	51.05K	864.25K	51.05K	+100.00%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.06%	52.41K	887.25K	52.41K	+100.00%
Sep 30, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.09%	78.08K	1.32M	78.08K	+100.00%
Sep 30, 2025	FREESTONE CAPITAL HOLDINGS, LLC	0.1%	94.88K	1.61M	94.88K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	105.87K	1.79M	105.87K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.12%	112.98K	1.91M	112.98K	+100.00%
Sep 30, 2025	ALMITAS CAPITAL LLC	0.13%	120K	2.03M	120K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.03%	25.05K	424.08M	25.05K	+100.00%
Sep 30, 2025	LIDO ADVISORS, LLC	0.01%	10.27K	173.94K	10.27K	+100.00%
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.14%	129.21K	2.19M	129.21K	+100.00%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.16%	146.36K	2.48M	146.36K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	210.52K	3.56M	210.52K	+100.00%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.25%	222.22K	3.76M	222.22K	+100.00%
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.25%	227.87K	3.86M	227.87K	+100.00%
Sep 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.27%	245.43K	4.16M	245.43K	+100.00%
Sep 30, 2025	MCILRATH & ECK, LLC	0.01%	4.69K	79.42K	4.69K	+100.00%
Sep 30, 2025	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.01%	4.93K	83.45K	4.93K	+100.00%
Sep 30, 2025	CAPITAL CS GROUP, LLC	0.02%	15.3K	259K	15.3K	+100.00%
Sep 30, 2025	M&T BANK CORP	0.03%	30.93K	523.59K	30.93K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.03%	27.47K	465.1K	27.47K	+100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	6.42K	108.66K	6.42K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	8.63K	146.06K	8.63K	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.03%	27.09K	127.87K	300	+1.12%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	104	1.76K	104	+100.00%
Sep 30, 2025	CWM, LLC	0%	106	2K	106	+100.00%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	111	1.88K	111	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	200	3.39K	200	+100.00%
Sep 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0%	264	4.47K	264	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	452	7.66K	452	+100.00%
Sep 30, 2025	HALLMARK CAPITAL MANAGEMENT INC	0%	560	9.48K	560	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	570	9.65K	570	+100.00%
Sep 30, 2025	BLACKROCK, INC.	0%	596	10.1K	596	+100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	600	10.16K	600	+100.00%
Sep 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0%	1.12K	19.03K	1.12K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	70.35K	295.47K	70.35K	+100.00%
Jun 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.01%	62.67K	263.19K	-12.79K	-16.95%
Jun 30, 2025	FREESTONE CAPITAL HOLDINGS, LLC	0.08%	355.61K	1.49M	78.44K	+28.30%
Jun 30, 2025	M&T BANK CORP	0.07%	306.88K	1.29M	0	0
Jun 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.03%	136.45K	573.09K	38.55K	+39.38%
Jun 30, 2025	FERMATA ADVISORS, LLC	0.01%	43.3K	181.84K	2.91K	+7.21%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.1%	454.33K	1.91M	454.33K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.06%	276.51K	1.16M	2.3K	+0.84%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.02%	77.88K	327.12K	10.7K	+15.93%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	69.42K	290.19K	69.42K	+100.00%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.05%	225.58K	947.43K	-4.24K	-1.84%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	216.97K	911.26K	784	+0.36%
Jun 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.01%	62.16K	261K	0	0
Jun 30, 2025	D.A. DAVIDSON & CO.	0.01%	57.7K	242.32K	21.55K	+59.64%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.04%	195.7K	821.93K	-2.79K	-1.41%
Jun 30, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.04%	183.98K	772.71K	32.62K	+21.55%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.04%	165.96K	697.05K	165.96K	+100.00%
Jun 30, 2025	WESBANCO BANK INC	0.03%	147.41K	619.12K	137.2K	+1,343.91%
Jun 30, 2025	UBS GROUP AG	0.01%	57.01K	239.43K	-135.77K	-70.43%
Jun 30, 2025	LIDO ADVISORS, LLC	0.01%	51.43K	216.02K	4	+0.01%
Jun 30, 2025		0.01%	62.9K	264.18K	62.9K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.37%	1.66M	6.95M	1.54M	+1,320.71%
Jun 30, 2025	LPL FINANCIAL LLC	0.2%	917.42K	3.85M	-347.53K	-27.47%
Jun 30, 2025	JANE STREET GROUP, LLC	0.13%	594.7K	2.5M	558K	+1,520.43%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	587.45K	2.47M	-26.73K	-4.35%
Jun 30, 2025	OPPENHEIMER & CO INC	0.06%	260.96K	1.1M	72.99K	+38.83%
Jun 30, 2025	TRANSCE3ND, LLC	0.09%	415.33K	1.74M	160.99K	+63.30%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.01%	36.9K	155K	15.72K	+74.21%
Jun 30, 2025	PARTNERS WEALTH MANAGEMENT, LLC	0.01%	46.7K	224.64K	0	0
Jun 30, 2025	TT CAPITAL MANAGEMENT LLC	0.01%	47.05K	197.61K	47.05K	+100.00%
Jun 30, 2025	CHOREO, LLC	0.03%	146.41K	614.91K	818	+0.56%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	128.32K	539K	-161.06K	-55.66%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.02%	93.12K	391.1K	35.91K	+62.76%
Jun 30, 2025	MORGAN STANLEY	0.43%	1.95M	8.21M	983.32K	+101.23%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.33%	1.52M	6.37M	152.08K	+11.15%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.13%	579.35K	2.43M	43.33K	+8.08%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	347.34K	1.46M	64.32K	+22.73%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.03%	136.05K	571.4K	2.08K	+1.55%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.03%	132.07K	554.71K	20.41K	+18.28%
Jun 30, 2025	CASTLEKNIGHT MANAGEMENT LP	0.02%	97K	407.4K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.02%	95.21K	399.88K	92.67K	+3,655.78%
Jun 30, 2025	CFO4LIFE GROUP, LLC	0.02%	73.41K	308.32K	0	0
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.01%	56.46K	237.11K	56.46K	+100.00%
Jun 30, 2025	CAPITAL CS GROUP, LLC	0.01%	45.59K	191.47K	2.79K	+6.51%
Jun 30, 2025	MGO ONE SEVEN LLC	0.01%	44.89K	188.53K	17.44K	+63.53%
Jun 30, 2025	MARINER, LLC	0.01%	42.06K	176.64K	21.56K	+105.15%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.01%	41.98K	176.3K	10.58K	+33.68%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.01%	40.49K	170.04K	8.85K	+27.99%
Jun 30, 2025	MARKS WEALTH, LLC	0.01%	40.01K	168.05K	8.28K	+26.07%
Jun 30, 2025	SUMMITRY LLC	0.01%	40K	168K	0	0
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	39.4K	164.69K	-1K	-2.48%
Jun 30, 2025	CURA WEALTH ADVISORS, LLC	0.02%	91.24K	383.2K	51.24K	+128.10%
Jun 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.27%	1.24M	5.22M	-6.84K	-0.55%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.15%	682.34K	2.87M	22.37K	+3.39%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.07%	305.31K	1.28M	14.76K	+5.08%
Jun 30, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.49%	2.2M	9.24M	0	0
Jun 30, 2025	DELPHI FINANCIAL GROUP, INC.	0.12%	560.15K	2.35M	-36.53K	-6.12%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	36.9K	133.58K	36.9K	+100.00%
Jun 30, 2025	FINANCIAL GUIDANCE GROUP, INC.	0.01%	33.92K	142.48K	2.08K	+6.52%
Jun 30, 2025	L.M. KOHN & COMPANY	0.01%	32.7K	137.34K	-20	-0.06%
Jun 30, 2025	PARISI GRAY WEALTH MANAGEMENT	0.01%	32K	134.4K	0	0
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.01%	29.14K	122.38K	-2.46K	-7.79%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0.01%	27.31K	114.72K	27.31K	+100.00%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.01%	24.5K	102.9K	-2K	-7.55%
Jun 30, 2025	MCILRATH & ECK, LLC	0.01%	23.46K	98.55K	12.8K	+120.11%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	20.24K	85.01K	1.24K	+6.52%
Jun 30, 2025	K2 PRINCIPAL FUND, L.P.	0%	20K	84K	10K	+100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	20K	84K	4K	+25.00%
Jun 30, 2025	ABEL HALL, LLC	0%	20K	84K	20K	+100.00%
Jun 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0%	19.98K	83.9K	0	0
Jun 30, 2025	EVOKE WEALTH, LLC	0%	19.69K	82.69K	0	0
Jun 30, 2025	BEACON FINANCIAL ADVISORY LLC	0%	19.39K	81.45K	1.86K	+10.63%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0%	17.05K	71.6K	17.05K	+100.00%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0%	16.76K	70.39K	-115	-0.68%
Jun 30, 2025	XTX TOPCO LTD	0%	16.52K	69.38K	16.52K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	15.84K	66.54K	-13.48K	-45.98%
Jun 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.1%	441.78K	1.86M	116.81K	+35.94%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	230.07K	966K	-26.59K	-10.36%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.03%	137.83K	578.9K	15.46K	+12.63%
Jun 30, 2025	EIGHT 31 FINANCIAL LLC	0.02%	90.16K	378.69K	90.16K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.02%	86.71K	355.75K	-2.31K	-2.60%
Jun 30, 2025	SAGE CAPITAL ADVISORS,LLC	0.01%	65.94K	276.95K	-2.72K	-3.97%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	256.66K	1.21M	32.05K	+14.27%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.26%	659.97K	3.12M	373.71K	+130.55%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	283.02K	1.34M	75.05K	+36.08%
Mar 31, 2025	FREESTONE CAPITAL HOLDINGS, LLC	0.11%	277.17K	1.31M	277.17K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.09%	216.18K	1.02M	3.41K	+1.60%
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.08%	198.49K	936.87K	14.97K	+8.16%
Mar 31, 2025	OPPENHEIMER & CO INC	0.07%	187.97K	887.2K	29.31K	+18.47%
Mar 31, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.06%	151.36K	714.41K	-29.84K	-16.47%
Mar 31, 2025	SIGMA PLANNING CORP	0.02%	57.5K	271.38K	-8.36K	-12.70%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.02%	57.21K	270.04K	0	0
Mar 31, 2025	LIDO ADVISORS, LLC	0.02%	51.43K	242.75K	-3K	-5.51%
Mar 31, 2025	CAPITAL CS GROUP, LLC	0.02%	42.8K	202.02K	12.07K	+39.28%
Mar 31, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.87%	2.2M	10.38M	350K	+18.92%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.54%	1.36M	6.44M	172.39K	+14.46%
Mar 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.5%	1.25M	5.9M	220.51K	+21.40%
Mar 31, 2025	MORGAN STANLEY	0.39%	971.36K	4.58M	476.21K	+96.17%
Mar 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.13%	324.97K	1.53M	25.1K	+8.37%
Mar 31, 2025	M&T BANK CORP	0.12%	306.88K	1.45M	258.99K	+540.78%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.12%	290.54K	1.35M	8.8K	+3.12%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.04%	111.66K	527.05K	31.45K	+39.20%
Mar 31, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.04%	97.9K	462.09K	97.9K	+100.00%
Mar 31, 2025	CASTLEKNIGHT MANAGEMENT LP	0.04%	97K	457.84K	0	0
Mar 31, 2025	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.04%	92.62K	437.17K	30.22K	+48.43%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	89.03K	420.2K	58.86K	+195.15%
Mar 31, 2025	LPL FINANCIAL LLC	0.5%	1.26M	5.97M	367.61K	+40.97%
Mar 31, 2025		0.02%	40K	188.8K	20K	+100.00%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.02%	40.4K	190.69K	40.4K	+100.00%
Mar 31, 2025	FERMATA ADVISORS, LLC	0.02%	40.38K	190.61K	40.38K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	614.18K	2.9M	85.38K	+16.15%
Mar 31, 2025	DELPHI FINANCIAL GROUP, INC.	0.24%	596.69K	2.82M	150.55K	+33.75%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.21%	536.02K	2.53M	8.82K	+1.67%
Mar 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.09%	229.81K	1.08M	28.35K	+14.07%
Mar 31, 2025	UBS GROUP AG	0.08%	192.78K	909.91K	150.15K	+352.20%
Mar 31, 2025	CITADEL ADVISORS LLC	0.05%	116.52K	549.97K	-844.75K	-87.88%
Mar 31, 2025	SAGE CAPITAL ADVISORS,LLC	0.03%	68.66K	324.09K	4.75K	+7.43%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.03%	67.18K	317.1K	15.91K	+31.03%
Mar 31, 2025	BARD ASSOCIATES INC	0.03%	63.57K	300.04K	0	0
Mar 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.02%	62.16K	293K	2.25K	+3.76%
Mar 31, 2025	SUMMITRY LLC	0.02%	40K	188.8K	10K	+33.33%
Mar 31, 2025	JANE STREET GROUP, LLC	0.01%	36.7K	173.22K	-432.54K	-92.18%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.03%	83.06K	393.64K	-1.04K	-1.23%
Mar 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.03%	75.46K	356.16K	75.46K	+100.00%
Mar 31, 2025	CFO4LIFE GROUP, LLC	0.03%	73.41K	346.5K	1.5K	+2.09%
Mar 31, 2025	CHOREO, LLC	0.06%	145.59K	687.19K	135.54K	+1,348.80%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.05%	133.97K	632.35K	2.6K	+1.98%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.05%	122.38K	577.62K	49.64K	+68.24%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	289.38K	1.37M	-6.03K	-2.04%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	274.22K	1.29M	83.94K	+44.11%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.08%	165.85K	842.52K	33.25K	+25.08%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.01%	27.91K	141.77K	3.2K	+12.93%
Mar 31, 2024	SUMMITRY LLC	0.01%	30K	152.4K	0	0
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.02%	30.77K	156.32K	30.77K	+100.00%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.02%	32.72K	166K	32.72K	+100.00%
Mar 31, 2024	TWO SIGMA SECURITIES, LLC	0.02%	33.6K	170.7K	33.6K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.02%	33.87K	172.08K	33.87K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	36.56K	186K	-6.03K	-14.17%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.02%	37.58K	191K	17.61K	+88.17%
Mar 31, 2024	CFO4LIFE GROUP, LLC	0.02%	38.58K	195.96K	38.58K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.02%	39.66K	201.45K	27.87K	+236.60%
Mar 31, 2024	SIGMA PLANNING CORP	0.02%	40.5K	205.72K	15.02K	+58.93%
Mar 31, 2024	JANE STREET GROUP, LLC	0.02%	43.87K	222.88K	43.87K	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.02%	46.53K	236.38K	-3.97K	-7.86%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.02%	50.22K	250.6K	-7.47K	-12.95%
Mar 31, 2024	LIDO ADVISORS, LLC	0.03%	51.37K	260.97K	0	0
Mar 31, 2024	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.03%	52.33K	266K	846	+1.64%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.03%	53.22K	270.38K	21.27K	+66.58%
Mar 31, 2024	BRIDGEWEALTH ADVISORY GROUP, LLC	0.03%	53.63K	272.43K	0	0
Mar 31, 2024	UBS GROUP AG	0.03%	55.24K	280.6K	6.9K	+14.28%
Mar 31, 2024	SAGE CAPITAL ADVISORS,LLC	0.03%	68.13K	346.08K	2.49K	+3.79%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	69.55K	353.34K	16.5K	+31.09%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.04%	71.03K	360.85K	2.06K	+2.98%
Mar 31, 2024	JUMP FINANCIAL, LLC	0.04%	89K	452.12K	36.5K	+69.52%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.05%	91.5K	464.82K	-1K	-1.08%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.05%	96.46K	490.02K	5.03K	+5.50%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.07%	145.27K	737.97K	5.39K	+3.85%
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	148.46K	754.18K	6.91K	+4.88%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.03%	59K	299.7K	26.86K	+83.56%
Mar 31, 2024	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.03%	61.77K	313.79K	0	0
Mar 31, 2024	BARD ASSOCIATES INC	0.03%	64.22K	326.22K	-752	-1.16%
Mar 31, 2024	COASTAL INVESTMENT ADVISORS, INC.	0.04%	86.66K	440.21K	14.31K	+19.77%
Mar 31, 2024	CASTLEKNIGHT MANAGEMENT LP	0.05%	97K	492.76K	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.06%	122.87K	624.18K	9.3K	+8.19%
Mar 31, 2024	SIMPLIFY ASSET MANAGEMENT INC.	0.06%	127.07K	645.51K	127.07K	+100.00%
Mar 31, 2024	ARLINGTON CAPITAL MANAGEMENT, INC.	0.07%	148.01K	751.9K	-6.9K	-4.46%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	1.49%	3.01M	15.27M	-28.94K	-0.95%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	0.05%	100.32K	509.65K	14.04K	+16.27%
Mar 31, 2024	FOUNDERS FINANCIAL ALLIANCE, LLC	0.06%	114.93K	583.84K	114.93K	+100.00%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.01%	14.65K	74.43K	2.1K	+16.69%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.01%	14.65K	74.43K	14.65K	+100.00%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.01%	15.11K	76.77K	15.11K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.01%	15.31K	77.77K	-1.11K	-6.77%
Mar 31, 2024	TOMPKINS FINANCIAL CORP	0.01%	16K	81.28K	0	0
Mar 31, 2024	ESSEX FINANCIAL SERVICES, INC.	0.01%	17K	86.36K	0	0
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.01%	17.43K	89.62K	2.13K	+13.94%
Mar 31, 2024	NORTHERN TRUST CORP	0.01%	17.81K	90.48K	17.81K	+100.00%
Mar 31, 2024	L.M. KOHN & COMPANY	0.01%	18.47K	93.83K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.01%	19.77K	100.43K	19.77K	+100.00%
Mar 31, 2024	NAVITER WEALTH, LLC	0.01%	19.78K	100.49K	-6K	-23.27%
Mar 31, 2024	HOHIMER WEALTH MANAGEMENT, LLC	0.01%	20.48K	104.03K	-7.74K	-27.42%
Mar 31, 2024	WADDELL & ASSOCIATES, LLC	0.01%	21.86K	111.03K	21.86K	+100.00%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.01%	26.3K	133.6K	-116.4K	-81.57%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	324.46K	1.65M	324.46K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.18%	367.14K	1.87M	-18.3K	-4.75%
Mar 31, 2024	HRT FINANCIAL LP	0.23%	456.4K	2.32M	355.92K	+354.20%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.35%	701.37K	3.56M	119.21K	+20.48%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.37%	744.85K	3.78M	372.91K	+100.26%
Mar 31, 2024	VIRTUS ETF ADVISERS LLC	0.12%	233.09K	1.18M	63.2K	+37.20%
Mar 31, 2024	WILEY BROS.-AINTREE CAPITAL, LLC	0.13%	263.31K	1.34M	10.12K	+4.00%
Mar 31, 2024	DELPHI FINANCIAL GROUP, INC.	0.14%	274.97K	1.4M	864	+0.32%
Mar 31, 2024	JPMORGAN CHASE & CO	0.15%	302.76K	1.54M	64.81K	+27.23%
Mar 31, 2024	MORGAN STANLEY	0.43%	876.2K	4.45M	-78.15K	-8.19%
Mar 31, 2024	CITADEL ADVISORS LLC	0.53%	1.07M	5.42M	198K	+22.77%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	141.55K	699.26K	37.48K	+36.01%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.01%	19.97K	99K	600	+3.10%
Dec 31, 2023	ARLINGTON CAPITAL MANAGEMENT, INC.	0.08%	154.92K	765.29K	66.03K	+74.29%
Dec 31, 2023	THOMAS J. HERZFELD ADVISORS, INC.	0.08%	163.89K	809.62K	0	0
Dec 31, 2023	VIRTUS ETF ADVISERS LLC	0.08%	169.89K	839.24K	-51.32K	-23.20%
Dec 31, 2023	JPMORGAN CHASE & CO	0.12%	237.95K	1.18M	236.96K	+23,911.40%
Dec 31, 2023	WILEY BROS.-AINTREE CAPITAL, LLC	0.13%	253.19K	1.25M	10K	+4.11%
Dec 31, 2023	DELPHI FINANCIAL GROUP, INC.	0.14%	274.11K	1.35M	-83.1K	-23.26%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.18%	371.94K	1.84M	46.62K	+14.33%
Dec 31, 2023	LPL FINANCIAL LLC	0.19%	385.44K	1.9M	-22.24K	-5.45%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.29%	582.16K	2.88M	-254.67K	-30.43%
Dec 31, 2023	CITADEL ADVISORS LLC	0.43%	869.44K	4.3M	83.57K	+10.63%
Dec 31, 2023	MORGAN STANLEY	0.47%	954.36K	4.71M	187.28K	+24.41%
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	1.5%	3.04M	15M	210.11K	+7.44%
Dec 31, 2023	CORECAP ADVISORS, LLC	0.01%	21.46K	106.01K	10K	+87.27%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.07%	142.7K	704.94K	108.33K	+315.15%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.01%	24.71K	122.07K	693	+2.89%
Dec 31, 2023	SIGMA PLANNING CORP	0.01%	25.48K	125.87K	-48.75K	-65.67%
Dec 31, 2023	NAVITER WEALTH, LLC	0.01%	25.78K	127.36K	-20.15K	-43.87%
Dec 31, 2023	HOHIMER WEALTH MANAGEMENT, LLC	0.01%	28.22K	139.39K	28.22K	+100.00%
Dec 31, 2023	SUMMITRY LLC	0.01%	30K	148.2K	10K	+50.00%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.02%	31.95K	157.84K	8.02K	+33.53%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.02%	32.14K	158.77K	-22.42K	-41.09%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.02%	41.3K	204.02K	1.98K	+5.04%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	42.59K	210K	7.57K	+21.60%
Dec 31, 2023		0.02%	45.43K	224.4K	45.43K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.02%	48.34K	238.78K	24.91K	+106.36%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.03%	50.5K	255.08K	5.87K	+13.14%
Dec 31, 2023	LIDO ADVISORS, LLC	0.03%	51.37K	253.78K	51.37K	+100.00%
Dec 31, 2023	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.03%	51.49K	254K	2.59K	+5.29%
Dec 31, 2023	JUMP FINANCIAL, LLC	0.03%	52.5K	259.35K	39.46K	+302.67%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	53.06K	262.11K	807	+1.54%
Dec 31, 2023	ROYAL BANK OF CANADA	0.03%	53.47K	264K	-207.16K	-79.48%
Dec 31, 2023	BRIDGEWEALTH ADVISORY GROUP, LLC	0.03%	53.63K	264.92K	0	0
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.03%	57.69K	284.98K	7.47K	+14.87%
Dec 31, 2023	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.03%	61.77K	305.14K	770	+1.26%
Dec 31, 2023	BESSEMER GROUP INC	0.03%	61.93K	306K	61.93K	+100.00%
Dec 31, 2023	BARD ASSOCIATES INC	0.03%	64.97K	320.95K	-2.68K	-3.95%
Dec 31, 2023	SAGE CAPITAL ADVISORS,LLC	0.03%	65.64K	324.26K	-7.09K	-9.74%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.03%	67.89K	353.01K	2.48K	+3.79%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.03%	68.98K	340.74K	-25.52K	-27.01%
Dec 31, 2023	COASTAL INVESTMENT ADVISORS, INC.	0.04%	72.35K	357.41K	10.51K	+17.00%
Dec 31, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.04%	81.65K	403.35K	-64.1K	-43.98%
Dec 31, 2023	APTUS CAPITAL ADVISORS, LLC	0.04%	86.28K	426.24K	86.28K	+100.00%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.05%	91.43K	451.68K	6.58K	+7.75%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.05%	92.5K	456.96K	-17.15K	-15.64%
Dec 31, 2023	CASTLEKNIGHT MANAGEMENT LP	0.05%	97K	479.18K	0	0
Dec 31, 2023	HRT FINANCIAL LP	0.05%	100.49K	496K	-98.49K	-49.50%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.06%	113.57K	561.06K	9.88K	+9.53%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.07%	132.6K	655.04K	12.5K	+10.41%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.07%	139.88K	691K	3.41K	+2.50%

Insiders

Among the OXLC insiders holding of 3.58% of the stake in company, COHEN JONATHAN H, Chief Executive Officer, holds the largest shares of 7.82M. ROSENTHAL SAUL B, President, is the second largest OXLC insider with ownership of 5.47M shares. FRANTZ LEROY SCOTT, 10 percent owner, stands third with possession of 400K shares of that stake.

Insiders	Designation	Shares Held
COHEN JONATHAN H	Chief Executive Officer	7.82M
ROSENTHAL SAUL B	President	5.47M
FRANTZ LEROY SCOTT	10 percent owner	400K
EAGLE POINT CREDIT MANAGEMENT LLC	10 percent owner	213.54K
ROYCE CHARLES M		161.25K
ASHENFELTER MARK JEFFREY	director	30K
CONROY PATRICK	CFO, CCO and Corp Secretary	25K
REARDON JOHN STUART	director	6K
SHIN DAVID S.	director	5.73K
WILTON REASSURANCE CO	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 17, 2024	ROSENTHAL SAUL B	PURCHASE	5.08	2.96M	15.04M	5.47M
Dec 17, 2024	COHEN JONATHAN H	PURCHASE	5.08	2.96M	15.04M	7.82M
May 28, 2024	ROSENTHAL SAUL B	PURCHASE	5.40	2.32M	12.5M	2.32M
May 28, 2024	COHEN JONATHAN H	PURCHASE	5.40	4.63M	25M	4.86M
Mar 10, 2023	ASHENFELTER MARK JEFFREY	PURCHASE	5.18	6K	31.07K	30K
Jul 14, 2021	WILTON REASSURANCE CO	SALE	26.30	9.68K	254.45K	0
Jul 13, 2021	WILTON REASSURANCE CO	SALE	26.20	431.23K	11.3M	0
Jun 29, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	25.15	3.54K	89.11K	213.54K
Jun 28, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	25.14	9.92K	249.31K	226.54K
Jun 25, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	25.15	16.93K	425.81K	236.45K
Jun 24, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	25.17	9.64K	242.51K	253.38K
Jun 17, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	277578.00	273.3K	75.86B	0
Jun 16, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	439814.00	432.6K	190.26B	0
Jun 15, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	1273649.00	1.25M	1.59T	0
Apr 19, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	302192.79	300.4K	90.78B	21.25M
Apr 16, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	1153118.16	1.15M	1.32T	21.55M
Apr 15, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	751310.38	743.8K	558.82B	22.7M
Apr 12, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	177146.90	175K	31B	23.44M
Apr 09, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	170447.52	168.38K	28.7B	23.62M
Mar 18, 2020	ROSENTHAL SAUL B	PURCHASE	2.36	37.19K	87.79K	199.89K
Mar 18, 2020	COHEN JONATHAN H	PURCHASE	2.29	24.73K	56.64K	234.73K
Mar 13, 2020	ROSENTHAL SAUL B	PURCHASE	5.05	1.7K	8.58K	162.7K
Mar 12, 2020	ROSENTHAL SAUL B	PURCHASE	5.00	31K	154.94K	161K
Feb 27, 2020	ASHENFELTER MARK JEFFREY	PURCHASE	8.04	6K	48.27K	24K
Feb 13, 2020	REARDON JOHN STUART	PURCHASE	9.30	3K	27.9K	6K
Feb 07, 2020	SHIN DAVID S.	PURCHASE	9.32	3K	27.96K	5.73K
Feb 06, 2020	FRANTZ LEROY SCOTT	PURCHASE	25.00	400K	10M	400K
Nov 25, 2019	ROSENTHAL SAUL B	PURCHASE	25.48	20K	509.6K	42.22K
Nov 25, 2019	COHEN JONATHAN H	PURCHASE	25.48	20K	509.6K	64.44K
Aug 30, 2019	REARDON JOHN STUART	PURCHASE	9.85	3K	29.54K	3K
Dec 20, 2018	ASHENFELTER MARK JEFFREY	PURCHASE	7.60	3K	22.8K	18K
Feb 27, 2018	SHIN DAVID S.	PURCHASE	10.12	2K	20.23K	2K
Aug 07, 2017	FRANTZ LEROY SCOTT	PURCHASE	25.20	11.75K	296.13K	11.75K
Jun 22, 2017	ROSENTHAL SAUL B	PURCHASE	9.79	20K	195.8K	130K
Jun 14, 2017	FRANTZ LEROY SCOTT	PURCHASE	25.00	200K	5M	200K
Aug 20, 2015	ASHENFELTER MARK JEFFREY	PURCHASE	12.52	2.5K	31.3K	15K
Mar 07, 2014	ASHENFELTER MARK JEFFREY	PURCHASE	17.00	2.5K	42.5K	12.5K
Dec 19, 2013	ASHENFELTER MARK JEFFREY	PURCHASE	17.00	1K	17K	10K
Dec 19, 2013	CONROY PATRICK	PURCHASE	17.00	1K	17K	25K
Dec 18, 2013	CONROY PATRICK	PURCHASE	16.95	2K	33.9K	23K
Nov 18, 2013	COHEN JONATHAN H	PURCHASE	22.50	44.44K	999.99K	44.44K
Nov 18, 2013	ROSENTHAL SAUL B	PURCHASE	22.50	22.22K	500K	22.22K
Nov 18, 2013	CONROY PATRICK	PURCHASE	22.50	10K	225K	10K
Mar 22, 2011	CONROY PATRICK	PURCHASE	17.50	1K	17.5K	1K
Mar 10, 2011	ASHENFELTER MARK JEFFREY	PURCHASE	19.00	2K	38K	2K
Jan 25, 2011	COHEN JONATHAN H	PURCHASE	20.00	37.5K	750K	40K
Jan 25, 2011	ROSENTHAL SAUL B	PURCHASE	20.00	37.5K	750K	40K
Jan 25, 2011	ROYCE CHARLES M	PURCHASE	20.00	160K	3.2M	161.25K

Frequently Asked Questions