OCFC · Oceanfirst Financial Corp
$19.77
+0.29 (+1.49%)
At close · Aug 14
Market Cap
$1.91B
Shares
96.65M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding OCFC
242 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 1,730,465 | $31,217,589 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 1,388,693 | $25,052,022 | 0.03% | Long | 2026-03-31 | |
| Avantis U.S. Small Cap Value ETF | — | 988,902 | $18,581,469 | 0.07% | Long | 2026-05-31 | |
| T. Rowe Price Small-Cap Stock Fund, Inc. | — | 969,036 | $17,481,409 | 0.22% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | — | 825,368 | $14,889,639 | 0.40% | Long | 2026-03-31 | |
| U.S. SMALL CAP VALUE PORTFOLIO | — | 779,453 | $14,864,169 | 0.08% | Long | 2026-04-30 | |
| BlackRock Advantage Small Cap Core Fund | — | 784,104 | $14,733,314 | 0.28% | Long | 2026-05-29 | |
| Invesco Main Street Small Cap Fund | — | 793,722 | $14,318,745 | 0.65% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 637,058 | $11,492,526 | 0.01% | Long | 2026-03-31 | |
| Fidelity Small Cap Index Fund | — | 561,099 | $10,700,158 | 0.03% | Long | 2026-04-30 | |
| Small Cap Equity Portfolio | — | 513,986 | $9,801,713 | 1.00% | Long | 2026-04-30 | |
| T. Rowe Price Institutional Small-Cap Stock Fund | — | 525,173 | $9,474,121 | 0.22% | Long | 2026-03-31 | |
| iShares Russell 2000 Value ETF | — | 484,539 | $8,741,084 | 0.07% | Long | 2026-03-31 | |
| U.S. Targeted Value Portfolio | — | 398,005 | $7,589,955 | 0.05% | Long | 2026-04-30 | |
| Invesco V.I. Main Street Small Cap Fund | — | 417,607 | $7,533,630 | 0.64% | Long | 2026-03-31 | |
| Columbia Select Small Cap Value Fund | — | 388,515 | $7,300,197 | 1.81% | Long | 2026-05-31 | |
| Hotchkis and Wiley Small Cap Diversified Value Fund | HWIV | 355,880 | $6,950,336 | 0.76% | Long | 2026-06-30 | |
| Dimensional U.S. Targeted Value ETF | — | 345,550 | $6,589,639 | 0.05% | Long | 2026-04-30 | |
| Dimensional US Small Cap Value ETF | — | 311,568 | $5,941,602 | 0.08% | Long | 2026-04-30 | |
| Fidelity Extended Market Index Fund | — | 307,817 | $5,783,881 | 0.01% | Long | 2026-05-31 | |
| Old Westbury Small & Mid Cap Strategies Fund | — | 297,880 | $5,680,572 | 0.06% | Long | 2026-04-30 | |
| AMG GW&K Small Cap Core Fund | — | 305,677 | $5,514,413 | 0.82% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 288,934 | $5,429,070 | 0.03% | Long | 2026-05-31 | |
| Royce Small-Cap Opportunity Fund | — | 265,108 | $5,177,559 | 0.37% | Long | 2026-06-30 | |
| Schwab U.S. Small-Cap ETF | — | 273,143 | $5,132,357 | 0.02% | Long | 2026-05-31 | |
| U.S. SMALL CAP PORTFOLIO | — | 256,588 | $4,893,133 | 0.03% | Long | 2026-04-30 | |
| Third Avenue Small-Cap Value Fund | — | 246,137 | $4,693,833 | 2.34% | Long | 2026-04-30 | |
| Nuveen Small Cap Value Fund | — | 239,440 | $4,566,121 | 1.61% | Long | 2026-04-30 | |
| Schwab Fundamental U.S. Small Company ETF | — | 221,134 | $4,155,108 | 0.05% | Long | 2026-05-31 | |
| Fidelity Enhanced Small Cap ETF | — | 219,352 | $3,957,110 | 0.10% | Long | 2026-03-31 | |
| U.S. MICRO CAP PORTFOLIO | — | 203,649 | $3,883,586 | 0.05% | Long | 2026-04-30 | |
| Nuveen Quant Small Cap Equity Fund | — | 203,175 | $3,874,547 | 0.10% | Long | 2026-04-30 | |
| Dimensional U.S. Small Cap ETF | — | 200,990 | $3,832,879 | 0.03% | Long | 2026-04-30 | |
| Hennessy Small Cap Financial Fund | — | 195,000 | $3,718,650 | 5.14% | Long | 2026-04-30 | |
| JPMorgan Small Cap Value Fund | — | 198,450 | $3,580,038 | 0.31% | Long | 2026-03-31 | |
| EA Bridgeway Omni Small-Cap Value ETF | — | 197,520 | $3,563,261 | 0.17% | Long | 2026-03-31 | |
| MassMutual Small Cap Opportunities Fund | — | 181,349 | $3,271,536 | 0.64% | Long | 2026-03-31 | |
| LSV Small Cap Value Fund | — | 161,600 | $3,081,712 | 0.47% | Long | 2026-04-30 | |
| Strategic Advisers U.S. Total Stock Fund | — | 161,393 | $3,032,574 | 0.00% | Long | 2026-05-31 | |
| Dimensional U.S. Core Equity 2 ETF | — | 139,840 | $2,666,749 | 0.01% | Long | 2026-04-30 | |
| Schwab Small-Cap Index Fund | — | 123,021 | $2,346,010 | 0.03% | Long | 2026-04-30 | |
| Omni Small-Cap Value Fund | — | 125,323 | $2,260,827 | 0.19% | Long | 2026-03-31 | |
| Avantis U.S. Small Cap Equity ETF | — | 118,165 | $2,220,320 | 0.08% | Long | 2026-05-31 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 121,070 | $2,184,103 | 0.00% | Long | 2026-03-31 | |
| 1290 VT GAMCO Small Company Value Portfolio | — | 120,000 | $2,164,800 | 0.06% | Long | 2026-03-31 | |
| WisdomTree U.S. SmallCap Dividend Fund | — | 116,601 | $2,103,482 | 0.11% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 106,896 | $2,008,576 | 0.00% | Long | 2026-05-31 | |
| U.S. CORE EQUITY 2 PORTFOLIO | — | 104,334 | $1,989,649 | 0.01% | Long | 2026-04-30 | |
| SmallCap Value Fund II | — | 97,845 | $1,865,904 | 0.15% | Long | 2026-04-30 | |
| JPMorgan U.S. Small Company Fund | — | 98,479 | $1,776,561 | 0.19% | Long | 2026-03-31 |
Showing 1–50 of 242 positions
Key facts
CIK
1004702
CUSIP
675234108
13F (30d)
216 filings
213 filers
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