13FBOX
OXFORD SQUARE CAP CORP · 13F Institutional Holdings
Options Calculator Rankings
O

OXFORD SQUARE CAP CORP

OXSQ
Institutions
49
Combined AUM (Q2 2026)
$4.0M
Combined Shares (Q2 2026)
3.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+874,331
26 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-905,836
18 · 11 Exit · ≈
⚖️ Net
-31,505
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.0M
Institutions
49
New Buys
11
Adds
15
Reduces
7
Exits
11
Unchanged
16
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Legal & General Group Plc
<0.01%<0.01%#27$960,852725,171$1.0M587,348+137,823+23.47%Add
UBS Group AG
<0.01%<0.01%#31$399,337302,528$199,587112,761+189,767+168.29%Add
BlackRock, Inc.
<0.01%<0.01%#41$382,855290,041$526,456297,432-7,391-2.48%Reduce
Virtus Investment Advisers, LLC
0.07%0.1%#2$315,904239,321$377,874213,488+25,833+12.10%Add
HRT FINANCIAL LP
<0.01%<0.01%#23$297,445225,337$141,00080,217+145,120+180.91%Add
Strategic Wealth Partners, Ltd.
0.01%#8$166,320126,000$00+126,000New Buy
BRIAN LOW FINANCIAL GROUP, LLC
0.1%#1$166,320126,000$00+126,000New Buy
Silverberg Bernstein Capital Management LLC
0.05%0.1%#3$140,857106,710$188,877106,71000.00%Unchanged
CANADA LIFE ASSURANCE Co
<0.01%<0.01%#26$130,81399,101$176,00099,10100.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#40$120,57391,343$115,31172,522+18,821+25.95%Add
Founders Financial Alliance, LLC
0.01%0.03%#4$112,02284,865$150,21084,86500.00%Unchanged
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#29$90,73968,742$128,57672,642-3,900-5.37%Reduce
LPL Financial LLC
<0.01%<0.01%#36$76,61558,042$128,39972,542-14,500-19.99%Reduce
Kingsview Wealth Management, LLC
<0.01%<0.01%#17$65,42565,425$115,80265,42500.00%Unchanged
Ethos Financial Group, LLC
<0.01%0.01%#15$51,17238,767$73,86241,967-3,200-7.63%Reduce
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#16$49,46037,470$66,32237,47000.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#42$41,44831,400$434,535245,500-214,100-87.21%Reduce
TWO SIGMA SECURITIES, LLC
<0.01%#14$41,25731,255$00+31,255New Buy
BostonPremier Wealth LLC
0.01%0.02%#5$34,35426,026$46,06626,02600.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#34$30,02722,748$40,26322,74800.00%Unchanged
Arkadios Wealth Advisors
<0.01%<0.01%#25$29,08822,036$37,55421,217+819+3.86%Add
Sigma Planning Corp
<0.01%<0.01%#20$28,88121,879$37,71921,310+569+2.67%Add
StoneX Group Inc.
<0.01%#18$26,69919,604$00+19,604New Buy
LeClair Wealth Partners LLC
0.01%#6$23,92118,122$00+18,122New Buy
United Bank
0.01%0.01%#9$20,35415,420$27,29315,42000.00%Unchanged
Reliant Investment Partners, LLC
0.01%0.02%#7$17,77013,462$22,29612,597+865+6.87%Add
Acorn Wealth Advisors, LLC
<0.01%0.01%#13$16,49012,492$22,03212,447+45+0.36%Add
KENNEDY INVESTMENT GROUP, INC.
0.01%0.01%#11$16,48912,492$22,11012,49200.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#44$16,00011,800$21,00011,80000.00%Unchanged
CWA Asset Management Group, LLC
<0.01%#24$15,44111,698$00+11,698New Buy
National Wealth Management Group, LLC
<0.01%0.01%#12$15,29111,584$19,11510,799+785+7.27%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#33$14,33910,863$20,00011,063-200-1.81%Reduce
ALERUS FINANCIAL NA
<0.01%<0.01%#22$13,20010,000$17,70010,00000.00%Unchanged
LifeSteps Financial, Inc.
0.01%0.01%#10$13,20010,000$17,70010,00000.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#37$11,9509,053$00+9,053New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#43$7,0855,367$18,18910,276-4,909-47.77%Reduce
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#21$5,8864,459$00+4,459New Buy
Triumph Capital Management
<0.01%<0.01%#19$4,7523,600$6,3723,60000.00%Unchanged
Ameritas Advisory Services, LLC
<0.01%#30$3,1992,424$00+2,424New Buy
SIMPLEX TRADING, LLC
<0.01%<0.01%#45$2,5801,955$292165+1,790+1,084.85%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#48$2,4081,810$2,2841,320+490+37.12%Add
Integrated Wealth Concepts LLC
<0.01%#39$1,9251,458$00+1,458New Buy
Arax Advisory Partners
<0.01%#38$1,8851,428$00+1,428New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#35$1,5891,204$1,9861,122+82+7.31%Add
CoreCap Advisors, LLC
<0.01%<0.01%#32$1,3741,041$1,8431,04100.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#47$799605$1,042588+17+2.89%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#49$716542$95954200.00%Unchanged
Community Financial Services Group, LLC
<0.01%<0.01%#28$680515$91251500.00%Unchanged
Caitong International Asset Management Co., Ltd
<0.01%<0.01%#46$86$42+4+200.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow