Oxford Square Capital Corp.: which funds bought and sold

Institutions that bought and sold Oxford Square Capital shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 25 institutions that filed 13F reports for both quarters added to or opened positions in Oxford Square Capital, and 14 cut or closed them. Together they added a net 229K shares, +8.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3,900 shares (−5.4%); index fund managers were net sellers of 7,391 shares (−2.5%). 9 opened a new position and 9 sold out entirely.

Bought, Q2 2026 25 institutions, 9 of them new holders Sold, Q2 2026 14 institutions, 9 of them sold out

Net change, all compared +229K shares (+8.5%)

Net change, active managers −3,900 shares (−5.4%), 0 bought, 1 sold

Buyers versus sellers

institutions compared, 54

25 bought 15 14 sold

Active managers and hedge funds 0 bought · 1 sold · −3,900

Index fund managers 0 bought · 1 sold · −7,391

Other institutions 25 bought · 12 sold · +240K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
UBS Group AG	+190K +168.3%	303K	$399,337
HRT Financial LP	+145K +180.9%	225K	$297,000
Legal & General Group PLC	+138K +23.5%	725K	$960,852
Brian Low Financial Group, LLC	+126K New position	126K	$166,320
Strategic Wealth Partners, Ltd.	+126K New position	126K	$166,320
Two Sigma Securities, LLC	+31K New position	31K	$41,257
Morgan Stanley	+27K +41.0%	91K	$120,573
Virtus Investment Advisers, LLC	+26K +12.1%	239K	$315,904
Stonex Group Inc.	+20K New position	20K	$26,699
Leclair Wealth Partners LLC	+18K New position	18K	$23,921
Cwa Asset Management Group, LLC	+12K New position	12K	$15,441
Cambridge Investment Research Advisors, Inc.	+11K +96.4%	22K	$28,000
Ameritas Advisory Services, LLC	+2,424 New position	2,424	$3,199
Simplex Trading, LLC	+1,790 +1084.8%	1,955	$2,580
Integrated Wealth Concepts LLC	+1,458 New position	1,458	$1,925
Arax Advisory Partners	+1,428 New position	1,428	$1,885
Reliant Investment Partners, LLC	+865 +6.9%	13K	$17,770
Arkadios Wealth Advisors	+819 +3.9%	22K	$29,088
National Wealth Management Group, LLC	+785 +7.3%	12K	$15,291
Sigma Planning Corp	+569 +2.7%	22K	$28,881

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Bank Of America Corp	−203K Sold out	0	—
Xtx Topco Ltd	−162K Sold out	0	—
Virtu Financial LLC	−120K Sold out	0	—
Kingsview Wealth Management, LLC	−65K Sold out	0	—
Citigroup Inc	−50K Sold out	0	—
LPL Financial LLC	−15K −20.0%	58K	$76,615
Sih Partners, LLLP	−14K Sold out	0	—
Blackrock, Inc. Index funds	−7,391 −2.5%	290K	$382,855
Northwestern Mutual Wealth Management Co	−4,909 −47.8%	5,367	$7,085
Two Sigma Investments, LP Hedge fund	−3,900 −5.4%	69K	$90,739
Ethos Financial Group, LLC	−3,200 −7.6%	39K	$51,172
Fifth Third Bancorp	−2,000 Sold out	0	—
Jones Financial Companies LLLP	−150 Sold out	0	—
Allworth Financial LP	−22 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−3,900 −5.4%	69K	$90,739

New positions

largest by value

Institution	Shares	Value June 30, 2026
Brian Low Financial Group, LLC	126K	$166,320
Strategic Wealth Partners, Ltd.	126K	$166,320
Two Sigma Securities, LLC	31K	$41,257
Stonex Group Inc.	20K	$26,699
Leclair Wealth Partners LLC	18K	$23,921
Cwa Asset Management Group, LLC	12K	$15,441
Ameritas Advisory Services, LLC	2,424	$3,199
Integrated Wealth Concepts LLC	1,458	$1,925
Arax Advisory Partners	1,428	$1,885

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Bank Of America Corp	203K	$358,567
Xtx Topco Ltd	162K	$287,092
Virtu Financial LLC	120K	$212,000
Kingsview Wealth Management, LLC	65K	$115,802
Citigroup Inc	50K	$88,914
Sih Partners, LLLP	14K	$24,973
Fifth Third Bancorp	2,000	$3,540
Jones Financial Companies LLLP	150	$252
Allworth Financial LP	22	$39

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 46
Ten largest holders: 79.4%
Index fund managers: 9.9%
Active managers and hedge funds: 2.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	0	1	0	0	−3,900	−5.4%
Index fund managers	0	1	0	0	−7,391	−2.5%
Other institutions	25	12	9	9	+240K	+10.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Oxford Square Capital.

Only managers that filed a holdings report for both quarters are compared (54 here). 4 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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