Comparable stake leader
OI3, LLC
SEC ownership of OFS Capital Corp
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001487918.
Disclosed value leader
Callodine Capital Management, LP
Comparable rows
0/26
Latest evidence
30 Jun 2026
- Public ticker
- OFS, OFSSH, OFSSO on Nasdaq
- Parsed ownership sources
-
3/4/5 and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
OI3, LLC
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001487918
- Issuer location
- Chicago, IL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of OFS Capital Corp (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
OI3, LLC
Disclosed value leader
Callodine Capital Managem...
Comparable rows
0/26
Latest evidence
30 Jun 2026
3/4/5
13F
Highest disclosed value: $380,005
26 rows are not safely comparable across share classes.
Showing 1-8 of 26 holder rows.
Quick read
Callodine Capital Management, LP has the largest disclosed position value at $380K.
0 of 26 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Callodine Capital Management, LP's linked filing trail.
Disclosed position value
Top 5
Callodine Capital Management, LP
$380K
INTERNATIONAL ASSETS INVESTMENT M...
$352.2K
Virtus Investment Advisers, LLC
$319.3K
Curi Capital, LLC
$230.1K
Vident Advisory, LLC
$147.9K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 26 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| OI3, LLC |
3/4/5
10%+ Owner
|
—
class O/S missing
|
—
2,946,474 shares
|
— | 30 Jun 2023 |
| Orchard First Source Asset Management Holdings, LLC |
3/4/5
10%+ Owner
|
—
class O/S missing
|
—
2,946,474 shares
|
— | 09 Jan 2023 |
| Orchard Investments, LLC |
3/4/5
10%+ Owner
|
—
class O/S missing
|
—
2,946,474 shares
|
— | 15 Sep 2021 |
| Callodine Capital Management, LP |
13F
Company
|
—
class O/S missing
|
$380,005
107,346 shares
|
— | 30 Jun 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$352,186
98,647 shares
|
— | 30 Jun 2026 |
| Virtus Investment Advisers, LLC |
13F
Company
|
—
class O/S missing
|
$319,269
90,189 shares
|
— | 30 Jun 2026 |
| Curi Capital, LLC |
13F
Company
|
—
class O/S missing
|
$230,100
65,000 shares
|
— | 30 Jun 2026 |
| Vident Advisory, LLC |
13F
Company
|
—
class O/S missing
|
$147,901
41,780 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 05 Sep 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-7 of 7 reporting-owner rows connected to OFS Capital Corp. Open a relationship link for the CIK-to-CIK filing trail.
Rows
7
Largest Forms 3/4/5 holder
Orchard First Source Asset Management, LLC
Net 12M change
$0
Latest report
30 Jun 2023
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Orchard First Source Asset Management, LLC | 10%+ Owner | Mixed | 09 Jan 2023 | |||
| Kyle Spina | Chief Accounting Officer | Mixed | 21 Apr 2023 | |||
| Orchard Investments, LLC | 10%+ Owner | Mixed | 15 Sep 2021 | |||
| Ashwin Ranganathan | Director | Mixed | 05 Jan 2022 | |||
| Ross Teune | Chief Accounting Officer | Mixed | 25 Mar 2022 | |||
| Orchard First Source Asset Management Holdings, LLC | 10%+ Owner | Mixed | 09 Jan 2023 | |||
| OI3, LLC | 10%+ Owner | Mixed | 30 Jun 2023 |
Recent insider transactions for OFS Capital Corp
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.