AI Holders Summary · Q2 2026

244 institutions reported OCFC in Q2 2026. BlackRock, Inc. leads at 21.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$194M9.9M0.00%Q2 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$90M4.6M0.02%Q2 2026 03

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$80M4.1M0.01%Q2 2026 04

STATE STREET CORP

CIK 0000093751

$76M3.9M0.00%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$72M3.7M0.00%Q2 2026 06

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$47M2.4M0.03%Q2 2026 07

Invesco Ltd.

CIK 0000914208

$47M2.4M0.00%Q2 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$43M2.2M0.00%Q2 2026 09

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$39M2.2M0.03%Q1 2026 10

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$30M1.5M0.59%Q2 2026 11

ENDEAVOUR CAPITAL ADVISORS INC

CIK 0001218749

$26M1.3M5.40%Q2 2026 12

MIRABELLA FINANCIAL SERVICES LLP

CIK 0001538853

$25M1.3M2.41%Q2 2026 13

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$23M1.2M0.01%Q2 2026 14

GW&K Investment Management, LLC

CIK 0001082917

$22M1.2M0.19%Q1 2026 15

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$21M1.1M0.00%Q2 2026 16

Nuveen, LLC

CIK 0001871926

$18M913K0.00%Q2 2026 17

GAMCO INVESTORS, INC. ET AL

CIK 0000807249

$17M863K0.15%Q2 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$16M833K0.00%Q2 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$16M796K0.00%Q2 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$15M791K0.00%Q2 2026

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