Cetera Investment Advisers
OXLC

Cetera Investment Advisers’s Oxford Lane Capital OXLC Stock Holding History

Cetera Investment Advisers’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Buy
40,527
+12,028
+42% +$116K ﹤0.01% 4010
2026
Q1 		$279K Sell
28,499
-4,277
-13% -$47.1K ﹤0.01% 4046
2025
Q4 		$480K Sell
32,776
-1,188
-3% -$17.8K ﹤0.01% 3473
2025
Q3 		$575K Buy
33,964
+7,549
+29% +$138K ﹤0.01% 3262
2025
Q2 		$555K Buy
26,415
+4,082
+18% +$91.7K ﹤0.01% 2882
2025
Q1 		$527K Buy
22,333
+6,290
+39% +$156K ﹤0.01% 2797
2024
Q4 		$407K Buy
16,043
+337
+2% +$8.83K ﹤0.01% 2852
2024
Q3 		$411K Buy
15,706
+7,076
+82% +$191K ﹤0.01% 2815
2024
Q2 		$234K Buy
8,630
+699
+9% +$18.4K ﹤0.01% 3253
2024
Q1 		$201K Buy
7,931
+5,575
+237% +$143K ﹤0.01% 3348
2023
Q4 		$58.2K Sell
2,356
-412
-15% -$10.2K ﹤0.01% 2166
2023
Q3 		$69.1K Buy
2,768
+400
+17% +$10.3K ﹤0.01% 2122
2023
Q2 		$57.3K Buy
+2,368
New +$60.5K ﹤0.01% 2117

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Cetera Investment Advisers's OXLC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Oxford Lane Capital (OXLC) stake by 42% in Q2 2026, buying an estimated $116K and bringing the position to 40,527 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #4010.

Cetera Investment Advisers first reported a position in OXLC in Q2 2023 and has held it in 13 quarters since. The position peaked at $575K in Q3 2025. 94 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • Cetera Investment Advisers held 40,527 shares of Oxford Lane Capital worth $355K as of Q2 2026.
  • Cetera Investment Advisers bought 12,028 Oxford Lane Capital shares in Q2 2026, an estimated $116K.
  • Oxford Lane Capital made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4010 holding.
  • Cetera Investment Advisers first reported a position in Oxford Lane Capital in Q2 2023 and has held it in 13 quarters since.
  • Cetera Investment Advisers's Oxford Lane Capital position peaked at $575K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.