OVLY · Oak Valley Bancorp · Shareholders & Ownership

$34.22 -0.07 (-0.20%)

Russell 2000 member Rebalance outlook locked

Market Cap

$288.47M

8.41M

Volume · Oct 28 10.76K Avg daily vol (3M) 20.66K

Every disclosed holder of OVLY 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 OVLY

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)	86	3,077,345	36.58%	Yes
Insiders (Forms 3, 4, 5)	21	1,359,396	16.16%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,975,967	47.26%	Rest
Registered funds (N-PORT, not summed)	109	1,210,945	14.39%	No

Shares outstanding: 8,412,708, the issuer's latest cover-page count restated onto today's split basis.

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 OVLY

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	511,151	6.08%	+83,836	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	451,268	5.36%	+47,711	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	197,539	2.35%	+28,098	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	78,937	0.94%	+21,458	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	25,055	0.30%	+7,772	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	11,976	0.14%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	296,205	3.52%	-22,302	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Siena Capital Partners GP, LLC 13F CIK 1694886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	263,847	3.14%	-59,340	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Courtney Christopher M. Insider CIK 1442250 · May 20, 2026 Director, CEO, issuer-wide	244,304	2.90%	+657	May 20, 2026	Director, CEO, issuer-wide
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	213,803	2.54%	-20,600	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	Titus Danny L. Insider CIK 1442278 · Apr 23, 2025 Director, issuer-wide	208,855	2.48%	-1,000	Apr 23, 2025	Director, issuer-wide
7	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	189,026	2.25%	+30,881	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	28,234	0.34%	+4,274	Jul 31, 2026	Dimensional ETF Trust, not summed
7.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	19,458	0.23%	+6,453	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	19,068	0.23%	+2,060	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	17,318	0.21%	+1,523	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	16,930	0.20%	+3,606	Jul 31, 2026	Dimensional ETF Trust, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	176,153	2.09%	+19,809	Jun 30, 2026	carried, not yet filed for the newest quarter
9	HOLDER H RANDOLPH JR Insider CIK 1662767 · Aug 17, 2026 Director, issuer-wide	152,991	1.82%	+115	Aug 17, 2026	Director, issuer-wide
10	Gilbert James L Insider CIK 1441639 · Aug 27, 2025 Director, issuer-wide	151,654	1.80%	-4,237	Aug 27, 2025	Director, issuer-wide
11	Cresset Asset Management, LLC 13F CIK 1761013 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	140,282	1.67%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	130,531	1.55%	+24,382	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	10,715	0.13%	-3,324	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	2,301	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	205	0.00%	+10	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
13	Southland Equity Partners LLC 13F CIK 2006517 · Unknown · Sep 30, 2026	129,010	1.53%	+129,010	Sep 30, 2026
14	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	99,560	1.18%	+77,031	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Rodrigues Michael J Insider CIK 1641618 · Feb 27, 2026 EVP Chief Credit Officer, issuer-wide	76,432	0.91%	+1,578	Feb 27, 2026	EVP Chief Credit Officer, issuer-wide
16	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	75,816	0.90%	-273	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	73,973	0.88%	+38,598	Jun 30, 2026	carried, not yet filed for the newest quarter
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	65,845	0.78%	+18,124	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	13,129	0.16%	+3,282	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
18.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	7,845	0.09%	-2,792	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
19	Pelton Janet S Insider CIK 1579958 · May 1, 2025 Director, issuer-wide	65,000	0.77%	+747	May 1, 2025	Director, issuer-wide
20	Leonard Daniel J Insider CIK 1538662 · Sep 28, 2026 Director, issuer-wide	62,787	0.75%	+125	Sep 28, 2026	Director, issuer-wide
21	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	61,448	0.73%	+42,884	May 31, 2026	American Century ETF Trust, not summed
22	McCarty Richard A. Insider CIK 1442248 · Feb 27, 2026 President & COO, issuer-wide	60,932	0.72%	+4,217	Feb 27, 2026	President & COO, issuer-wide
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	54,713	0.65%	+5,426	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,410	0.04%	0	Jun 30, 2026	Northern Funds, not summed
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	53,502	0.64%	+36,373	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	52,224	0.62%	+27,734	Jun 30, 2026	carried, not yet filed for the newest quarter
26	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	51,279	0.61%	-5,000	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Ultra-Small Company Fund Fund S000004423 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	35,664	0.42%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
27	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	48,638	0.58%	+9,166	Jun 30, 2026	carried, not yet filed for the newest quarter
28	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	47,787	0.57%	+47,787	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	45,742	0.54%	+2,563	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Cetera Investment Advisers 13F CIK 1666741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	45,003	0.53%	-11	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Ghan Cathy Insider CIK 1840570 · Feb 27, 2026 EVP Commercial Real Estate, issuer-wide	41,176	0.49%	+1,306	Feb 27, 2026	EVP Commercial Real Estate, issuer-wide
32	STAHL RUSSELL E Insider CIK 1698629 · Feb 27, 2026 EVP Chief Information Officer, issuer-wide	40,796	0.48%	+1,127	Feb 27, 2026	EVP Chief Information Officer, issuer-wide
33	Gall Jeffrey A Insider CIK 1663489 · Feb 27, 2026 EVP Chief Financial Officer, issuer-wide	39,985	0.48%	+1,045	Feb 27, 2026	EVP Chief Financial Officer, issuer-wide
34	Stephens Gary Insider CIK 1769032 · Feb 27, 2026 EVP Commercial Banking, issuer-wide	37,517	0.45%	+1,251	Feb 27, 2026	EVP Commercial Banking, issuer-wide
35	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	35,219	0.42%	+1,443	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
36	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	32,624	0.39%	-105	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	76,822	0.91%	+10,948	Jul 31, 2026	Fidelity Salem Street Trust, not summed
36.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	31,998	0.38%	+1,624	Aug 31, 2026	Fidelity Concord Street Trust, not summed
36.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	12,203	0.15%	-10	Aug 31, 2026	Fidelity Concord Street Trust, not summed
36.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	10,166	0.12%	-35	Aug 31, 2026	Fidelity Concord Street Trust, not summed
36.5	Fidelity Small Cap Value Index Fund Fund S000065751 · Registered fund · Jun 30, 2026 Fidelity Salem Street Trust, not summed	9,803	0.12%	+1,584	Jun 30, 2026	Fidelity Salem Street Trust, not summed
37	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,551	0.39%	+12,929	Jun 30, 2026	carried, not yet filed for the newest quarter
38	WITHROW TERRANCE P Insider CIK 1592498 · Feb 13, 2026 Director, issuer-wide	31,917	0.38%	+297	Feb 13, 2026	Director, issuer-wide
39	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	30,589	0.36%	+19,019	Jun 30, 2026	carried, not yet filed for the newest quarter
40	RBF Capital, LLC 13F CIK 1134621 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	30,000	0.36%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
41	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	28,963	0.34%	+21,354	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Barton Don Insider CIK 1442259 · Oct 26, 2026 Director, issuer-wide	28,850	0.34%	-375	Oct 26, 2026	Director, issuer-wide
43	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,760	0.28%	+23,760	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Kestra Advisory Services, LLC 13F CIK 1830819 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	23,519	0.28%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
45	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	23,450	0.28%	+1,949	Jun 30, 2026	carried, not yet filed for the newest quarter
46	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,163	0.28%	+13,629	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Haidlen Erich A Insider CIK 2075293 · Feb 13, 2026 Director, issuer-wide	22,950	0.27%	+250	Feb 13, 2026	Director, issuer-wide
48	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,187	0.26%	+22,187	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Dehart Julie Insider CIK 1770199 · Feb 27, 2026 EVP Retail Banking, issuer-wide	21,989	0.26%	+989	Feb 27, 2026	EVP Retail Banking, issuer-wide
50	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,315	0.25%	+3,080	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	17,574	0.21%	+3,069	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
50.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	3,707	0.04%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed

17 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.

Showing 1–50 of 171 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1431567 CUSIP 671807105 13F (30d) 12 filings 12 filers