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 June 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 |
|---|---|---|
| BlackRock, Inc. | 2.0M | 27.1% |
| Orange Investment Advisors, Inc. | 1.1M | 14.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 471.0K | 6.5% |
| AMERICAN CENTURY COMPANIES INC | 311.7K | 4.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 307.5K | 4.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 290.2K | 4.0% |
| STATE STREET CORP | 216.3K | 3.0% |
| BANC FUNDS CO LLC | 186.0K | 2.6% |
| ALLIANCEBERNSTEIN L.P. | 163.9K | 2.3% |
| DIMENSIONAL FUND ADVISORS LP | 153.8K | 2.1% |
| MORGAN STANLEY | 110.9K | 1.5% |
| AQR CAPITAL MANAGEMENT LLC | 108.0K | 1.5% |
| TWO SIGMA INVESTMENTS, LP | 101.6K | 1.4% |
| NORTHERN TRUST CORP | 98.9K | 1.4% |
| WELLINGTON MANAGEMENT GROUP LLP | 98.3K | 1.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 85.8K | 1.2% |
| BROWN BROTHERS HARRIMAN & CO | 84.4K | 1.2% |
| MARSHALL WACE, LLP | 76.6K | 1.1% |
| GOLDMAN SACHS GROUP INC | 75.6K | 1.0% |
| VANGUARD FIDUCIARY TRUST CO | 72.3K | 1.0% |
| EJF Capital LP | 70.5K | 1.0% |
| BANK OF AMERICA CORP /DE/ | 57.8K | 0.8% |
| Bank of New York Mellon Corp | 55.1K | 0.8% |
| RENAISSANCE TECHNOLOGIES LLC | 49.1K | 0.7% |
| AMERIPRISE FINANCIAL INC | 44.8K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 497.4K | 98.3K | -399.1K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 29.2K | 108.0K | +78.9K |
| AMERICAN CENTURY COMPANIES INC | Increased | 235.3K | 311.7K | +76.5K |
| BlackRock, Inc. | Increased | 1.9M | 2.0M | +67.8K |
| ALLIANCEBERNSTEIN L.P. | Reduced | 219.2K | 163.9K | -55.3K |
| Elizabeth Park Capital Advisors, Ltd. | New | 0 | 37.1K | +37.1K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 260.5K | 290.2K | +29.7K |
| Qube Research & Technologies Ltd | Increased | 11.1K | 40.8K | +29.6K |
| STATE STREET CORP | Increased | 187.1K | 216.3K | +29.1K |
| Fourthstone LLC | Sold Out | 27.4K | 0 | -27.4K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 126.9K | 153.8K | +26.9K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 22.9K | 49.1K | +26.2K |
| MALTESE CAPITAL MANAGEMENT LLC | Reduced | 52.6K | 27.0K | -25.6K |
| TWO SIGMA INVESTMENTS, LP | Increased | 78.3K | 101.6K | +23.3K |
| Nuveen, LLC | Reduced | 42.4K | 21.1K | -21.3K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 47.5K | 26.6K | -21.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 17.9K | 37.3K | +19.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 67.8K | 85.8K | +18.0K |
| JPMORGAN CHASE & CO | Increased | 4.8K | 22.3K | +17.6K |
| Numerai GP LLC | Sold Out | 15.3K | 0 | -15.3K |
| XTX Topco Ltd | Increased | 12.6K | 26.7K | +14.1K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 10.9K | 23.0K | +12.1K |
| BANC FUNDS CO LLC | Reduced | 197.5K | 186.0K | -11.5K |
| MARSHALL WACE, LLP | Reduced | 87.9K | 76.6K | -11.3K |
| EJF Capital LP | Reduced | 80.8K | 70.5K | -10.3K |
| NORTHERN TRUST CORP | Increased | 88.7K | 98.9K | +10.2K |
| BANK OF AMERICA CORP /DE/ | Increased | 47.7K | 57.8K | +10.1K |
| Voleon Capital Management LP | New | 0 | 10.0K | +10.0K |
| MORGAN STANLEY | Increased | 101.2K | 110.9K | +9.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 461.7K | 471.0K | +9.3K |
| DEUTSCHE BANK AG\ | Increased | 4.3K | 12.4K | +8.1K |
| BARCLAYS PLC | Reduced | 33.5K | 25.9K | -7.6K |
| MERCER GLOBAL ADVISORS INC /ADV | New | 0 | 6.9K | +6.9K |
| Quadrature Capital Ltd | New | 0 | 6.7K | +6.7K |
| WELLS FARGO & COMPANY/MN | Increased | 4.4K | 10.9K | +6.5K |
| Quantinno Capital Management LP | Increased | 28.8K | 35.2K | +6.4K |
| UBS Group AG | Increased | 4.0K | 10.4K | +6.3K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 6.3K | +6.3K |
| CITIGROUP INC | Increased | 609 | 6.4K | +5.8K |
| CULBERTSON A N & CO INC | New | 0 | 5.8K | +5.8K |
| Biondo Investment Advisors, LLC | New | 0 | 5.7K | +5.7K |
| CITADEL ADVISORS LLC | Increased | 21.1K | 26.2K | +5.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 32.8K | 37.7K | +4.9K |
| Bank of New York Mellon Corp | Increased | 50.4K | 55.1K | +4.7K |
| Russell Investments Group, Ltd. | Increased | 892 | 5.1K | +4.2K |
| Hillsdale Investment Management Inc. | Reduced | 12.2K | 8.0K | -4.2K |
| GoalVest Advisory LLC | New | 0 | 4.1K | +4.1K |
| GOLDMAN SACHS GROUP INC | Increased | 72.0K | 75.6K | +3.6K |
| HSBC HOLDINGS PLC | Reduced | 46.8K | 43.4K | -3.4K |
| Squarepoint Ops LLC | Increased | 12.5K | 15.8K | +3.3K |
| State of Tennessee, Department of Treasury | New | 0 | 3.2K | +3.2K |
| Thrivent Financial for Lutherans | Reduced | 9.8K | 6.6K | -3.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | Increased | 3.1K | 5.9K | +2.8K |
| RHUMBLINE ADVISERS | Increased | 10.6K | 12.6K | +2.1K |
| HighTower Advisors, LLC | Increased | 7.6K | 9.5K | +2.0K |
| Invesco Ltd. | Increased | 6.3K | 8.2K | +1.9K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | 309.3K | 307.5K | -1.8K |
| AMERIPRISE FINANCIAL INC | Increased | 43.1K | 44.8K | +1.7K |
| MetLife Investment Management, LLC | Increased | 7.1K | 8.7K | +1.6K |
| FIRST TRUST ADVISORS LP | Increased | 37.9K | 39.4K | +1.6K |
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.