DaveManuel.com · Institutional Ownership · Who Owns It
OAK VY BANCORP OAKDALE CALIFCOM (OVLY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
84
Reporting holders
$99.5M
Reported value
35.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+4
Holder change
Institutions report 2,948,243 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| ACADIAN ASSET MANAGEMENT LLC | $1.0M | 30,589 | 0.00% | 4q | +164.4%+$637.9K |
| 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 |
| 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 | +52.8%+$117.3K |
| 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 |
| LSV ASSET MANAGEMENT | $209.0K | 6,200 | 0.00% | 5q | HELD |
| 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 | +44.8%+$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 |
| 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 |
| HARBOR CAPITAL ADVISORS, INC. | $11.0K | 320 | 0.00% | 8q | -20.8%-$2.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.0K | 179 | 0.00% | 3q | HELD |
| Sterling Capital Management LLC | $4.9K | 146 | 0.00% | 8q | -35.4%-$2.7K |
| GAMMA Investing LLC | $4.8K | 143 | 0.00% | 5q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.2K | 96 | 0.00% | 13q | -74.1%-$9.2K |
| 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 |
| 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% | 2q | +125.0% |
| 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 |
| Covestor Ltd | $0 | 13 | 0.00% | 3q | -27.8% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $4.4M | 129,876 | 3 | 5 | 2 | 0.0% |
| Q2 2026 | 84 | $99.5M | 2,948,243 | 11 | 40 | 14 | 0.0% |
| Q1 2026 | 80 | $91.0M | 2,804,741 | 5 | 25 | 21 | 0.0% |
| Q4 2025 | 74 | $82.9M | 2,758,325 | 6 | 23 | 25 | 0.0% |
| Q3 2025 | 73 | $74.4M | 2,640,847 | 10 | 27 | 12 | 0.0% |
| Q2 2025 | 68 | $72.9M | 2,676,241 | 8 | 20 | 22 | 0.0% |
| Q1 2025 | 67 | $66.7M | 2,673,975 | 10 | 18 | 16 | 0.0% |
| Q4 2024 | 62 | $79.5M | 2,716,924 | 5 | 18 | 14 | 0.0% |
| Q3 2024 | 57 | $71.3M | 2,681,827 | 9 | 17 | 15 | 0.0% |
| Q2 2024 | 56 | $66.0M | 2,642,913 | 4 | 21 | 14 | 0.0% |
| Q1 2024 | 54 | $68.1M | 2,746,387 | 4 | 15 | 16 | 0.0% |
| Q4 2023 | 53 | $80.6M | 2,689,469 | 4 | 19 | 11 | 0.0% |
| Q3 2023 | 53 | $62.8M | 2,500,628 | 7 | 18 | 11 | 0.0% |
| Q2 2023 | 53 | $57.2M | 2,269,115 | 16 | 15 | 13 | 0.0% |
| Q1 2023 | 41 | $54.2M | 2,289,300 | 11 | 17 | 6 | 0.0% |
| Q4 2022 | 32 | $49.2M | 2,172,408 | 3 | 7 | 11 | 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 | 33 | $35.5M | 2,017,468 | 2 | 10 | 10 | 0.0% |
| Q2 2021 | 37 | $36.6M | 2,014,529 | 11 | 10 | 14 | 0.0% |
| Q1 2021 | 38 | $42.9M | 2,499,036 | 4 | 10 | 15 | 0.0% |
| Q4 2020 | 37 | $488.3M | 29,379,144 | 2 | 12 | 10 | 0.0% |
| Q3 2020 | 35 | $592.1M | 51,664,427 | 1 | 7 | 13 | 0.0% |
| Q2 2020 | 38 | $22.0M | 1,733,003 | 4 | 15 | 5 | 0.0% |
| Q1 2020 | 35 | $907.6M | 57,662,571 | 1 | 13 | 13 | 0.0% |
| Q4 2019 | 38 | $1.2B | 61,744,408 | 2 | 15 | 6 | 0.0% |
| Q3 2019 | 38 | $1.0B | 61,636,687 | 3 | 11 | 13 | 0.0% |
| Q2 2019 | 35 | $1.4B | 71,610,189 | 2 | 13 | 8 | 0.0% |
| Q1 2019 | 35 | $1.3B | 72,988,458 | 1 | 8 | 11 | 0.0% |
| Q4 2018 | 36 | $31.3M | 1,717,697 | 0 | 1 | 1 | 0.0% |