OAK VY BANCORP OAKDALE CALIF (OVLY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
83
Reporting holders
$99.0M
Reported value
34.9%
Of shares outstanding
0.0%
Held as options
+8
Holder change
Institutions report 2,933,918 shares against 8,412,708 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $17.2M | 511,151 | 0.00% | 8q | +19.6%+$2.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.0M | 296,205 | 0.00% | 2q | -7.0%-$752.6K |
| Siena Capital Partners GP, LLC | $8.9M | 263,847 | 2.15% | 31q | -18.4%-$2.0M |
| DIMENSIONAL FUND ADVISORS LP | $6.4M | 189,026 | 0.00% | 31q | +19.5%+$1.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $5.9M | 176,153 | 0.00% | 31q | +12.7%+$668.6K |
| Cresset Asset Management, LLC | $4.7M | 140,282 | 0.02% | 9q | HELD |
| STATE STREET CORP | $4.4M | 130,531 | 0.00% | 31q | +23.0%+$822.8K |
| AMERICAN CENTURY COMPANIES INC | $3.4M | 99,560 | 0.00% | 14q | +341.9%+$2.6M |
| RENAISSANCE TECHNOLOGIES LLC | $2.5M | 73,973 | 0.00% | 27q | +109.1%+$1.3M |
| GOLDMAN SACHS GROUP INC | $2.2M | 65,845 | 0.00% | 8q | +38.0%+$611.6K |
| NORTHERN TRUST CORP | $1.8M | 54,713 | 0.00% | 31q | +11.0%+$183.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.8M | 53,502 | 0.00% | 6q | +212.3%+$1.2M |
| MORGAN STANLEY | $1.8M | 52,224 | 0.00% | 35q | +113.2%+$935.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.7M | 51,279 | 0.03% | 20q | -8.9%-$168.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6M | 48,638 | 0.00% | 2q | +23.2%+$309.3K |
| TWO SIGMA INVESTMENTS, LP | $1.6M | 47,787 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $1.5M | 45,742 | 0.00% | 2q | +5.9%+$86.5K |
| Cetera Investment Advisers | $1.5M | 45,003 | 0.00% | 10q | HELD |
| FMR LLC | $1.1M | 32,624 | 0.00% | 21q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.1M | 32,551 | 0.00% | 5q | +65.9%+$436.3K |
| RBF Capital, LLC | $1.0M | 30,000 | 0.04% | 21q | HELD |
| CITADEL ADVISORS LLC | $977.4K | 28,963 | 0.00% | 12q | +280.6%+$720.6K |
| Squarepoint Ops LLC | $801.8K | 23,760 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $793.7K | 23,519 | 0.00% | 3q | HELD |
| HSBC HOLDINGS PLC | $785.6K | 23,450 | 0.00% | 8q | +9.1%+$65.3K |
| MILLENNIUM MANAGEMENT LLC | $781.6K | 23,163 | 0.00% | 6q | +143.0%+$459.9K |
| Trexquant Investment LP | $748.7K | 22,187 | 0.00% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $719.3K | 21,315 | 0.00% | 13q | +16.9%+$103.9K |
| Sixth Street Partners Management Company, L.P. | $719.3K | 21,315 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $717.9K | 21,275 | 0.00% | new | NEW |
| MARTINGALE ASSET MANAGEMENT L P | $663.9K | 19,675 | 0.02% | 4q | +40.9%+$192.7K |
| Bank of New York Mellon Corp | $617.7K | 18,305 | 0.00% | 13q | +14.3%+$77.5K |
| BANK OF AMERICA CORP /DE/ | $601.8K | 17,834 | 0.00% | 14q | -7.6%-$49.7K |
| BARCLAYS PLC | $573.0K | 16,981 | 0.00% | 31q | -5.0%-$30.3K |
| Empowered Funds, LLC | $526.9K | 15,615 | 0.00% | 2q | -24.3%-$168.7K |
| LPL Financial LLC | $492.6K | 14,597 | 0.00% | 8q | +18.9%+$78.4K |
| SEIZERT CAPITAL PARTNERS, LLC | $479.1K | 14,198 | 0.02% | 8q | HELD |
| OCCUDO QUANTITATIVE STRATEGIES LP | $414.1K | 12,272 | 0.02% | new | NEW |
| XTX Topco Ltd | $388.3K | 11,506 | 0.01% | new | NEW |
| Nuveen, LLC | $386.4K | 11,452 | 0.00% | 6q | HELD |
| Curi Capital, LLC | $367.5K | 10,891 | 0.01% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $339.5K | 10,060 | 0.00% | 31q | -23.6%-$104.8K |
| ALGERT GLOBAL LLC | $334.4K | 9,910 | 0.00% | new | NEW |
| Jump Financial, LLC | $327.9K | 9,717 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $326.2K | 9,666 | 0.00% | 13q | +165.2%+$203.2K |
| MARSHALL WACE, LLP | $311.1K | 9,220 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $307.2K | 9,105 | 0.00% | 13q | +5.6%+$16.3K |
| Legato Capital Management LLC | $232.7K | 6,897 | 0.02% | 3q | HELD |
| DEUTSCHE BANK AG\ | $230.0K | 6,815 | 0.00% | 7q | +13.5%+$27.3K |
| Qube Research & Technologies Ltd | $214.9K | 6,369 | 0.00% | new | NEW |
| UBS Group AG | $190.5K | 5,644 | 0.00% | 29q | -5.7%-$11.5K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $149.8K | 4,440 | 0.00% | 5q | +22100.0%+$149.2K |
| MetLife Investment Management, LLC | $135.7K | 4,021 | 0.00% | 13q | HELD |
| Russell Investments Group, Ltd. | $134.4K | 3,984 | 0.00% | 4q | +434.0%+$109.3K |
| CITIGROUP INC | $112.6K | 3,336 | 0.00% | 14q | +949.1%+$101.8K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $112.4K | 3,331 | 0.00% | 9q | +0.7% |
| JPMORGAN CHASE & CO | $103.3K | 3,080 | 0.00% | 14q | +10.7%+$10.0K |
| Police & Firemen's Retirement System of New Jersey | $90.8K | 2,690 | 0.00% | 7q | +96.4%+$44.5K |
| ROYAL BANK OF CANADA | $81.0K | 2,381 | 0.00% | 13q | +44.9%+$25.1K |
| Vanguard Global Advisers, LLC | $74.3K | 2,201 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $69.4K | 2,057 | 0.00% | 13q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $47.0K | 1,392 | 0.00% | new | NEW |
| Allworth Financial LP | $37.2K | 1,102 | 0.00% | 22q | +5.7%+$2.0K |
| Tower Research Capital LLC (TRC) | $31.1K | 921 | 0.00% | 16q | -63.4%-$53.8K |
| Legal & General Group Plc | $21.4K | 634 | 0.00% | 13q | HELD |
| Ameritas Investment Partners, Inc. | $18.8K | 556 | 0.00% | 13q | HELD |
| Arax Advisory Partners | $18.4K | 544 | 0.00% | 2q | +18033.3%+$18.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.0K | 179 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $5.8K | 173 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $4.9K | 146 | 0.00% | 8q | -35.4%-$2.7K |
| GAMMA Investing LLC | $4.8K | 143 | 0.00% | 5q | HELD |
| EverSource Wealth Advisors, LLC | $2.9K | 87 | 0.00% | 6q | +4.8% |
| IFP Advisors, Inc | $2.4K | 71 | 0.00% | 5q | +184.0%+$1.6K |
| Essential Partners LLC | $2.1K | 61 | 0.00% | 5q | -59.9%-$3.1K |
| ACADIAN ASSET MANAGEMENT LLC | $1.0K | 30,589 | 0.00% | 4q | +164.4% |
| ROTHSCHILD INVESTMENT LLC | $675 | 20 | 0.00% | 4q | +233.3% |
| Farther Finance Advisors, LLC | $539 | 16 | 0.00% | 4q | +60.0% |
| Basecamp Wealth Advisors LLC | $304 | 9 | 0.00% | new | FIRST |
| LSV ASSET MANAGEMENT | $209 | 6,200 | 0.00% | 5q | HELD |
| Wealth Enhancement Trust Services, Inc. | $202 | 6 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $135 | 4 | 0.00% | 7q | HELD |
| True Wealth Design, LLC | $135 | 4 | 0.00% | 6q | -20.0% |
| SJS Investment Consulting Inc. | $102 | 3 | 0.00% | 3q | +50.0% |
| CALDWELL SUTTER CAPITAL, INC. | $34 | 1 | 0.00% | 14q | HELD |
| HARBOR CAPITAL ADVISORS, INC. | $11 | 320 | 0.00% | 8q | -20.8% |
| Covestor Ltd | $0 | 13 | 0.00% | 3q | -27.8% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-29 | 13G | BlackRock, Inc. | 5.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 83 | $99.0M | 2,933,918 | 14 | 37 | 13 | 0.0% |
| Q1 2026 | 75 | $90.6M | 2,793,127 | 4 | 24 | 18 | 0.0% |
| Q4 2025 | 68 | $82.4M | 2,742,342 | 5 | 21 | 23 | 0.0% |
| Q3 2025 | 68 | $74.0M | 2,627,241 | 9 | 25 | 12 | 0.0% |
| Q2 2025 | 63 | $69.7M | 2,556,890 | 7 | 19 | 21 | 0.0% |
| Q1 2025 | 62 | $63.6M | 2,549,019 | 9 | 16 | 16 | 0.0% |
| Q4 2024 | 57 | $75.9M | 2,593,308 | 5 | 17 | 11 | 0.0% |
| Q3 2024 | 52 | $67.6M | 2,545,679 | 8 | 15 | 14 | 0.0% |
| Q2 2024 | 50 | $62.4M | 2,497,817 | 3 | 19 | 13 | 0.0% |
| Q1 2024 | 46 | $60.6M | 2,444,613 | 3 | 14 | 13 | 0.0% |
| Q4 2023 | 46 | $71.3M | 2,379,405 | 2 | 19 | 7 | 0.0% |
| Q3 2023 | 48 | $54.5M | 2,170,680 | 7 | 17 | 10 | 0.0% |
| Q2 2023 | 47 | $47.8M | 1,896,740 | 15 | 13 | 12 | 0.0% |
| Q1 2023 | 33 | $43.7M | 1,845,956 | 10 | 14 | 3 | 0.0% |
| Q4 2022 | 22 | $32.0M | 1,411,490 | 3 | 3 | 7 | 0.0% |
| Q3 2022 | 30 | $35.5M | 1,987,025 | 5 | 3 | 10 | 0.0% |
| Q2 2022 | 25 | $35.3M | 2,049,913 | 0 | 4 | 7 | 0.0% |
| Q1 2022 | 28 | $40.1M | 2,173,167 | 0 | 7 | 8 | 0.0% |
| Q4 2021 | 32 | $37.7M | 2,168,395 | 0 | 13 | 6 | 0.0% |
| Q3 2021 | 34 | $35.5M | 2,017,566 | 2 | 10 | 10 | 0.0% |
| Q2 2021 | 38 | $36.6M | 2,014,627 | 11 | 10 | 15 | 0.0% |
| Q1 2021 | 39 | $42.9M | 2,502,219 | 4 | 11 | 15 | 0.0% |
| Q4 2020 | 38 | $29.1M | 1,748,700 | 2 | 13 | 10 | 0.0% |
| Q3 2020 | 36 | $19.7M | 1,716,155 | 1 | 7 | 14 | 0.0% |
| Q2 2020 | 39 | $22.0M | 1,733,533 | 4 | 15 | 5 | 0.0% |
| Q1 2020 | 36 | $27.6M | 1,755,665 | 1 | 14 | 13 | 0.0% |
| Q4 2019 | 39 | $35.1M | 1,806,024 | 2 | 16 | 6 | 0.0% |
| Q3 2019 | 39 | $28.5M | 1,697,816 | 3 | 12 | 13 | 0.0% |
| Q2 2019 | 36 | $32.9M | 1,681,294 | 2 | 13 | 9 | 0.0% |
| Q1 2019 | 36 | $29.7M | 1,686,300 | 1 | 8 | 12 | 0.0% |
| Q4 2018 | 37 | $31.3M | 1,717,919 | 0 | 1 | 1 | 0.0% |