OCFC · Oceanfirst Financial Corp · Shareholders & Ownership

$18.09 -0.15 (-0.82%) At close · Nov 12 Play latest call Q3 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$1.75B

96.72M

Volume · Nov 12 925.56K Avg daily vol (3M) 1.13M

Every disclosed holder of OCFC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns OCFC

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	233	80,740,509	83.48%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	2,753,229	2.85%	Yes
Remaining	—	13,226,232	13.67%	Rest
Registered funds (N-PORT, not summed)	261	31,513,341	32.58%	No

Shares outstanding: 96,719,970, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of OCFC

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,940,366	10.28%	+3,206,812	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,172,862	2.25%	+784,169	Jun 30, 2026	iShares Trust, not summed
1.2	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	834,878	0.86%	+50,774	Aug 31, 2026	BlackRock Funds, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	665,607	0.69%	+181,068	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	171,713	0.18%	+50,643	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	158,197	0.16%	+66,233	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	WARBURG PINCUS LLC 13D CIK 1162870 · Registered investment adviser · Aug 17, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	9,574,639	9.90%	0	Aug 17, 2026	not summed
2.1	WARBURG PINCUS LLC Insider CIK 1162870 · Jun 1, 2026 Director, 10% Owner, issuer-wide, not summed	9,576,451	9.90%	0	Jun 1, 2026	Director, 10% Owner, issuer-wide, not summed
2.2	WARBURG PINCUS LLC 13F CIK 1162870 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,574,639	9.90%	+9,574,639	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	4,940,352	5.11%	+350,694	Sep 30, 2026
3.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,940,352	5.11%	+350,694	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,168,533	1.21%	+389,080	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	558,868	0.58%	+247,300	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	398,005	0.41%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	386,313	0.40%	+129,725	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	4,243,606	4.39%	+374,271	Sep 30, 2026
4.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,072,054	1.11%	+246,686	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	27,602	0.03%	+8,095	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	2,136	0.00%	+822	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
4.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	508	0.00%	+163	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,114,069	4.25%	+1,518,636	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,672,693	3.80%	+1,245,519	Jun 30, 2026	carried, not yet filed for the newest quarter
7	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,931,548	3.03%	+754,961	Jun 30, 2026	carried, not yet filed for the newest quarter
8	BlackRock Portfolio Management LLC 13G CIK 2052113 · Holding company · Dec 31, 2025 Rule 13d-1(b), qualified institution	2,753,229	2.85%	-818,719	Dec 31, 2025	Rule 13d-1(b), qualified institution
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,600,910	2.69%	+870,445	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Sep 30, 2026	2,409,037	2.49%	+17,621	Sep 30, 2026
10.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	882,349	0.91%	+88,627	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
10.2	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	490,260	0.51%	+72,653	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
10.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	109,741	0.11%	+42,292	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.4	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	6,660	0.01%	-348	Aug 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
11	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,406,209	2.49%	+833,700	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	2,207,049	2.28%	+6,066	Sep 30, 2026
13	ENDEAVOUR CAPITAL ADVISORS INC 13F CIK 1218749 · Registered investment adviser · Sep 30, 2026	1,716,141	1.77%	+368,720	Sep 30, 2026
14	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,517,701	1.57%	+134,113	Jun 30, 2026	carried, not yet filed for the newest quarter
15	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,295,618	1.34%	+604,213	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	355,880	0.37%	+171,970	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
16	MIRABELLA FINANCIAL SERVICES LLP 13F CIK 1538853 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,292,641	1.34%	+493,735	Jun 30, 2026	carried, not yet filed for the newest quarter
17	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Sep 30, 2026	1,242,627	1.28%	+32,911	Sep 30, 2026
18	Nuveen, LLC 13F CIK 1871926 · Unknown · Sep 30, 2026	1,077,939	1.11%	+164,760	Sep 30, 2026
18.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	513,270	0.53%	+310,095	Jul 31, 2026	TIAA-CREF Funds, not summed
18.2	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	239,440	0.25%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
18.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	102,695	0.11%	+32,863	Jul 31, 2026	TIAA-CREF Funds, not summed
18.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	89,899	0.09%	+36,925	Jul 31, 2026	TIAA-CREF Funds, not summed
18.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	7,949	0.01%	+4,412	Jun 30, 2026	TIAA-CREF Life Funds, not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,075,612	1.11%	+229,270	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	411,027	0.43%	+137,884	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	241,291	0.25%	+20,157	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	206,029	0.21%	+83,008	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	62,996	0.07%	+4,326	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	54,054	0.06%	+19,054	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	988,666	1.02%	+351,608	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	FMR LLC 13F CIK 315066 · Holding company · Sep 30, 2026	923,826	0.96%	+330,916	Sep 30, 2026
21.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	928,717	0.96%	+367,618	Jul 31, 2026	Fidelity Salem Street Trust, not summed
21.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	528,716	0.55%	+309,364	Jun 30, 2026	Fidelity Covington Trust, not summed
21.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	442,878	0.46%	+135,061	Aug 31, 2026	Fidelity Concord Street Trust, not summed
21.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	186,283	0.19%	+24,890	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
21.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	160,803	0.17%	+53,907	Aug 31, 2026	Fidelity Concord Street Trust, not summed
22	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Sep 30, 2026	848,993	0.88%	-14,440	Sep 30, 2026
23	STRATEGIC VALUE BANK PARTNERS LLC 13F CIK 1904067 · Registered investment adviser · Sep 30, 2026	831,024	0.86%	+203,691	Sep 30, 2026
24	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	795,920	0.82%	+97,509	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	25,593	0.03%	-2,846	Jul 31, 2026	Goldman Sachs Trust II, not summed
24.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	19,091	0.02%	-1,985	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
24.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	6,749	0.01%	-9,251	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	791,180	0.82%	+289,318	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	42,813	0.04%	+17,356	Jun 30, 2026	Northern Funds, not summed
25.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	13,480	0.01%	+660	Jul 31, 2026	FlexShares Trust, not summed
25.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,145	0.01%	+3,225	Jun 30, 2026	Northern Funds, not summed
26	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	762,479	0.79%	+191,779	Jun 30, 2026	carried, not yet filed for the newest quarter
27	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	734,313	0.76%	+413,595	Jun 30, 2026	carried, not yet filed for the newest quarter
28	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	730,153	0.75%	+327,306	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	10,408	0.01%	0	Jun 30, 2026	AQR Funds, not summed
29	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Sep 30, 2026	676,342	0.70%	-156,536	Sep 30, 2026
30	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	662,300	0.68%	+542,300	Jun 30, 2026	EQ Advisors Trust, not summed
31	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Sep 30, 2026	660,920	0.68%	-527,440	Sep 30, 2026
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	655,274	0.68%	+10,494	Sep 30, 2026
33	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	635,527	0.66%	+121,218	Jun 30, 2026	carried, not yet filed for the newest quarter
34	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	620,865	0.64%	+71,027	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Columbia Select Small Cap Value Fund Fund S000031375 · Registered fund · Aug 31, 2026 Columbia Funds Series Trust II, not summed	392,390	0.41%	+3,875	Aug 31, 2026	Columbia Funds Series Trust II, not summed
34.2	Columbia Variable Portfolio - Select Small Cap Value Fund Fund S000019852 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	89,223	0.09%	+4,835	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
35	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Sep 30, 2026	587,389	0.61%	-34,837	Sep 30, 2026
35.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	265,108	0.27%	+69,316	Jun 30, 2026	ROYCE FUND, not summed
35.2	Royce Capital Fund - Small-Cap Portfolio Fund S000009497 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	36,831	0.04%	-29,052	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
35.3	Royce Small-Cap Value Fund Fund S000009516 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	21,891	0.02%	-16,392	Jun 30, 2026	ROYCE FUND, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	576,258	0.60%	+208,753	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	555,727	0.57%	+232,884	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	187,795	0.19%	+62,472	Jun 30, 2026	Bridgeway Funds, Inc., not summed
38	GLENMEDE TRUST CO NA 13F CIK 314949 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	545,317	0.56%	-22,594	Jun 30, 2026	carried, not yet filed for the newest quarter
39	GABELLI FUNDS LLC 13F CIK 1081407 · Registered investment adviser · Sep 30, 2026	541,250	0.56%	+4,300	Sep 30, 2026
39.1	The Gabelli Global Financial Services Fund Fund S000062891 · Registered fund · Jun 30, 2026 Gabelli Equity Series Funds Inc, not summed	155,981	0.16%	—	Jun 30, 2026	Gabelli Equity Series Funds Inc, not summed
39.2	Keeley Small Cap Fund Fund S000001085 · Registered fund · Jun 30, 2026 Teton Westwood Funds, not summed	50,000	0.05%	+10,000	Jun 30, 2026	Teton Westwood Funds, not summed
39.3	Gabelli SRI Fund, Inc. Fund S000017367 · Registered fund · Jun 30, 2026 Gabelli SRI Fund, Inc., not summed	6,856	0.01%	—	Jun 30, 2026	Gabelli SRI Fund, Inc., not summed
39.4	The Gabelli Asset Fund Fund S000001087 · Registered fund · Jun 30, 2026 Gabelli Asset Fund, not summed	5,533	0.01%	—	Jun 30, 2026	Gabelli Asset Fund, not summed
39.5	Gabelli Global Mini Mites Fund Fund S000063160 · Registered fund · Jun 30, 2026 GAMCO Global Series Funds, Inc, not summed	2,000	0.00%	0	Jun 30, 2026	GAMCO Global Series Funds, Inc, not summed
40	Glendon Capital Management LP 13F CIK 1604350 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	539,542	0.56%	+264,042	Jun 30, 2026	carried, not yet filed for the newest quarter
41	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	522,726	0.54%	+29,103	Jun 30, 2026	carried, not yet filed for the newest quarter
42	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	518,827	0.54%	+494,401	Jun 30, 2026	carried, not yet filed for the newest quarter
43	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	489,405	0.51%	+86,705	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	24	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
44	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	489,306	0.51%	+474,281	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	246,639	0.26%	—	Jul 31, 2026	John Hancock Investment Trust II, not summed
45	Small Cap Equity Portfolio Fund S000006383 · Registered fund · Jul 31, 2026 GLENMEDE FUND INC, not summed	484,828	0.50%	-29,158	Jul 31, 2026	GLENMEDE FUND INC, not summed
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	484,594	0.50%	+195,660	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	Dana Investment Advisors, Inc. 13F CIK 1427514 · Registered investment adviser · Sep 30, 2026	460,301	0.48%	+34,583	Sep 30, 2026
48	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	455,296	0.47%	+335,223	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	433,977	0.45%	-554,925	Aug 31, 2026	American Century ETF Trust, not summed
50	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Sep 30, 2026	412,456	0.43%	-62,600	Sep 30, 2026

44 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1004702 CUSIP 675234108 13F (30d) 144 filings 131 filers Visit website Investor relations