OBT ORANGE CTY BCP
ORANGE CTY BCP (OBT) Institutional Ownership
What the institutions did with OBT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Orange Investment Advisors, Inc. | 1.1M | 48.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 290.1K | 13.3% |
| BANC FUNDS CO LLC | 186.0K | 8.5% |
| DIMENSIONAL FUND ADVISORS LP | 176.1K | 8.1% |
| VICTORY CAPITAL MANAGEMENT INC | 60.1K | 2.7% |
| Bank of New York Mellon Corp | 55.3K | 2.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | 35.0K | 1.6% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32.7K | 1.5% |
| Carnegie Investment Counsel | 31.4K | 1.4% |
| BARCLAYS PLC | 28.7K | 1.3% |
| Nuveen, LLC | 26.6K | 1.2% |
| SummerHaven Investment Management, LLC | 24.7K | 1.1% |
| LPL Financial LLC | 21.3K | 1.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 17.3K | 0.8% |
| RHUMBLINE ADVISERS | 16.0K | 0.7% |
| ALPS ADVISORS INC | 15.1K | 0.7% |
| Squarepoint Ops LLC | 14.9K | 0.7% |
| Y-Intercept (Hong Kong) Ltd | 13.1K | 0.6% |
| CULBERTSON A N & CO INC | 12.9K | 0.6% |
| DEUTSCHE BANK AG\ | 10.9K | 0.5% |
| UBS Group AG | 10.1K | 0.5% |
| HighTower Advisors, LLC | 9.5K | 0.4% |
| IEQ CAPITAL, LLC | 8.5K | 0.4% |
| Daytona Street Capital LLC | 8.0K | 0.4% |
| Russell Investments Group, Ltd. | 5.1K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | New | 0 | 32.7K | +32.7K |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 35.0K | 60.1K | +25.1K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 153.8K | 176.1K | +22.3K |
| ALPS ADVISORS INC | New | 0 | 15.1K | +15.1K |
| Connor, Clark & Lunn Investment Management Ltd. | Sold Out | 8.3K | 0 | -8.3K |
| CULBERTSON A N & CO INC | Increased | 5.8K | 12.9K | +7.1K |
| Y-Intercept (Hong Kong) Ltd | Increased | 6.3K | 13.1K | +6.8K |
| Thrivent Financial for Lutherans | Sold Out | 6.6K | 0 | -6.6K |
| Nuveen, LLC | Increased | 21.1K | 26.6K | +5.5K |
| CITIGROUP INC | Reduced | 6.4K | 2.2K | -4.2K |
| RHUMBLINE ADVISERS | Increased | 12.6K | 16.0K | +3.4K |
| BARCLAYS PLC | Increased | 25.9K | 28.7K | +2.8K |
| SummerHaven Investment Management, LLC | Reduced | 27.2K | 24.7K | -2.5K |
| DEUTSCHE BANK AG\ | Reduced | 12.4K | 10.9K | -1.5K |
| IEQ CAPITAL, LLC | Increased | 7.1K | 8.5K | +1.4K |
| Squarepoint Ops LLC | Reduced | 15.8K | 14.9K | -887 |
| State of Alaska, Department of Revenue | Increased | 476 | 989 | +513 |
| UBS Group AG | Reduced | 10.4K | 10.1K | -272 |
| Bank of New York Mellon Corp | Increased | 55.1K | 55.3K | +249 |
| NISA INVESTMENT ADVISORS, LLC | Reduced | 154 | 16 | -138 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | New | 0 | 125 | +125 |
| Sterling Capital Management LLC | Increased | 188 | 301 | +113 |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 290.2K | 290.1K | -84 |
| LPL Financial LLC | Increased | 21.3K | 21.3K | +75 |
| SJS Investment Consulting Inc. | Increased | 7 | 80 | +73 |
| Farther Finance Advisors, LLC | Increased | 21 | 74 | +53 |
| PICTON MAHONEY ASSET MANAGEMENT | Sold Out | 49 | 0 | -49 |
| Root Financial Partners, LLC | New | 0 | 30 | +30 |
| Larson Financial Group LLC | Increased | 19 | 42 | +23 |
| Provenance Wealth Advisors, LLC | New | 0 | 17 | +17 |
| Clearstead Advisors, LLC | Reduced | 17 | 2 | -15 |
| EverSource Wealth Advisors, LLC | Increased | 102 | 113 | +11 |
| Smartleaf Asset Management LLC | New | 0 | 9 | +9 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 8 | 0 | -8 |
| Covestor Ltd | Increased | 17 | 22 | +5 |
| HighTower Advisors, LLC | Increased | 9.5K | 9.5K | +4 |
| FMR LLC | Increased | 1.5K | 1.5K | +3 |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 210 | 207 | -3 |
| ROTHSCHILD INVESTMENT LLC | Reduced | 51 | 50 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.