Position in OVLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,379,625
+$1,250,985 QoQ
Shares Held
189,026
+19.5% QoQ
Ownership
2.25%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 84 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 9%
None 4%
Common Shares in OVLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. OVLY ranks #231 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in OVLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,379,625 | 189,026 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,128,640 | 158,145 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,276,936 | 142,280 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,770,581 | 133,851 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,517,228 | 129,120 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,957,459 | 118,488 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,187,400 | 108,971 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,855,530 | 107,472 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,384,833 | 95,508 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,188,866 | 88,332 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,502,620 | 83,560 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,095,683 | 83,560 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,065,806 | 82,009 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,622,671 | 68,583 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,077,118 | 47,555 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $812,225 | 45,452 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $781,773 | 45,452 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $838,589 | 45,452 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $790,864 | 45,452 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $797,228 | 45,452 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $825,117 | 45,411 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $771,921 | 45,010 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $730,997 | 43,983 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $501,352 | 43,748 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $554,724 | 43,748 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $674,427 | 42,848 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||