OVLY Oak Valley Bancorp
Oak Valley Bancorp (OVLY) Institutional Ownership
What the institutions did with OVLY 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 |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 201.0K | 32.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 176.3K | 28.5% |
| Southland Equity Partners LLC | 129.0K | 20.9% |
| Squarepoint Ops LLC | 32.7K | 5.3% |
| BARCLAYS PLC | 18.7K | 3.0% |
| Bank of New York Mellon Corp | 17.6K | 2.8% |
| SEIZERT CAPITAL PARTNERS, LLC | 13.3K | 2.2% |
| LPL Financial LLC | 10.5K | 1.7% |
| LSV ASSET MANAGEMENT | 6.2K | 1.0% |
| DEUTSCHE BANK AG\ | 5.9K | 1.0% |
| Russell Investments Group, Ltd. | 4.0K | 0.6% |
| Allworth Financial LP | 1.1K | 0.2% |
| CITIGROUP INC | 835 | 0.1% |
| HARBOR CAPITAL ADVISORS, INC. | 306 | 0.0% |
| GAMMA Investing LLC | 157 | 0.0% |
| Sterling Capital Management LLC | 143 | 0.0% |
| EverSource Wealth Advisors, LLC | 93 | 0.0% |
| IFP Advisors, Inc | 82 | 0.0% |
| Essential Partners LLC | 61 | 0.0% |
| Farther Finance Advisors, LLC | 54 | 0.0% |
| SJS Investment Consulting Inc. | 44 | 0.0% |
| Covestor Ltd | 18 | 0.0% |
| True Wealth Design, LLC | 7 | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 5 | 0.0% |
| SBI Securities Co., Ltd. | 4 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Southland Equity Partners LLC | New | 0 | 129.0K | +129.0K |
| Kestra Advisory Services, LLC | Sold Out | 23.5K | 0 | -23.5K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 189.0K | 201.0K | +11.9K |
| Squarepoint Ops LLC | Increased | 23.8K | 32.7K | +9.0K |
| LPL Financial LLC | Reduced | 14.6K | 10.5K | -4.1K |
| CITIGROUP INC | Reduced | 3.3K | 835 | -2.5K |
| BARCLAYS PLC | Increased | 17.0K | 18.7K | +1.7K |
| SEIZERT CAPITAL PARTNERS, LLC | Reduced | 14.2K | 13.3K | -904 |
| DEUTSCHE BANK AG\ | Reduced | 6.8K | 5.9K | -871 |
| Bank of New York Mellon Corp | Reduced | 18.3K | 17.6K | -729 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 176.2K | 176.3K | +176 |
| SJS Investment Consulting Inc. | Increased | 3 | 44 | +41 |
| Farther Finance Advisors, LLC | Increased | 16 | 54 | +38 |
| GAMMA Investing LLC | Increased | 143 | 157 | +14 |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 320 | 306 | -14 |
| IFP Advisors, Inc | Increased | 71 | 82 | +11 |
| EverSource Wealth Advisors, LLC | Increased | 87 | 93 | +6 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 6 | 0 | -6 |
| Covestor Ltd | Increased | 13 | 18 | +5 |
| Russell Investments Group, Ltd. | Increased | 4.0K | 4.0K | +5 |
| NISA INVESTMENT ADVISORS, LLC | New | 0 | 5 | +5 |
| Root Financial Partners, LLC | New | 0 | 3 | +3 |
| True Wealth Design, LLC | Increased | 4 | 7 | +3 |
| Sterling Capital Management LLC | Reduced | 146 | 143 | -3 |
| Provenance Wealth Advisors, LLC | New | 0 | 1 | +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.