Titelia

Funds holding OceanFirst Financial Corp

ISIN US6752341080 · United States

Fund holders
228
Of which ETFs
46 182 other funds
Value held
414.7M $
Share of capital
23.4 % of 96.6M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,730,46531.2M $0.00 %1.79 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 1,388,69325.1M $0.03 %1.44 %as of Mar 31, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 998,93318M $0.08 %1.03 %as of Feb 28, 2026
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 969,03617.5M $0.22 %1.00 %as of Mar 31, 2026
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 825,36814.9M $0.40 %0.85 %as of Mar 31, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 794,00414.3M $0.31 %0.82 %as of Feb 27, 2026
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 793,72214.3M $0.65 %0.82 %as of Mar 31, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 779,45314.9M $0.08 %0.81 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 637,05811.5M $0.01 %0.66 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 561,09910.7M $0.03 %0.58 %as of Apr 30, 2026
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 525,1739.5M $0.22 %0.54 %as of Mar 31, 2026
Small Cap Equity Portfolio GLENMEDE FUND INC 513,9869.8M $1.00 %0.53 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 484,5398.7M $0.07 %0.50 %as of Mar 31, 2026
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 417,6077.5M $0.64 %0.43 %as of Mar 31, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 398,0057.6M $0.05 %0.41 %as of Apr 30, 2026
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 395,3647.1M $1.79 %0.41 %as of Feb 28, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 345,5506.6M $0.05 %0.36 %as of Apr 30, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 311,5685.9M $0.08 %0.32 %as of Apr 30, 2026
AMG GW&K Small Cap Core Fund AMG Funds 305,6775.5M $0.82 %0.32 %as of Mar 31, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 303,3605.5M $0.01 %0.31 %as of Feb 28, 2026
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 297,8805.7M $0.06 %0.31 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 278,5125M $0.03 %0.29 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 277,5035M $0.02 %0.29 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 256,5884.9M $0.03 %0.27 %as of Apr 30, 2026
Third Avenue Small-Cap Value Fund Third Avenue Trust 246,1374.7M $2.34 %0.25 %as of Apr 30, 2026
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 239,4404.6M $1.61 %0.25 %as of Apr 30, 2026
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 237,5504.3M $0.04 %0.25 %as of Feb 28, 2026
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 219,3524M $0.10 %0.23 %as of Mar 31, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 203,6493.9M $0.05 %0.21 %as of Apr 30, 2026
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 203,1753.9M $0.10 %0.21 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 200,9903.8M $0.03 %0.21 %as of Apr 30, 2026
JPMorgan Small Cap Value Fund JPMorgan Trust II 198,4503.6M $0.31 %0.21 %as of Mar 31, 2026
Royce Small-Cap Opportunity Fund ROYCE FUND 195,7923.5M $0.31 %0.20 %as of Mar 31, 2026
Hennessy Small Cap Financial Fund Hennessy Funds Trust 195,0003.7M $5.14 %0.20 %as of Apr 30, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 183,9103.3M $0.40 %0.19 %as of Mar 31, 2026
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 181,3493.3M $0.64 %0.19 %as of Mar 31, 2026
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 161,6003.1M $0.47 %0.17 %as of Apr 30, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 160,3532.9M $0.00 %0.17 %as of Feb 28, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 139,8402.7M $0.01 %0.14 %as of Apr 30, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 125,3232.3M $0.19 %0.13 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 123,8692.2M $0.09 %0.13 %as of Feb 28, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 123,0212.3M $0.03 %0.13 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 121,0702.2M $0.00 %0.13 %as of Mar 31, 2026
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 120,0002.2M $0.06 %0.12 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 116,6012.1M $0.11 %0.12 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 106,8961.9M $0.00 %0.11 %as of Feb 28, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 104,3342M $0.01 %0.11 %as of Apr 30, 2026
JPMorgan U.S. Small Company Fund JPMorgan Trust I 98,4791.8M $0.19 %0.10 %as of Mar 31, 2026
SmallCap Value Fund II Principal Funds, Inc 97,8451.9M $0.15 %0.10 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 96,2391.7M $0.48 %0.10 %as of Mar 31, 2026
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 95,6621.7M $0.01 %0.10 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 91,9641.7M $0.03 %0.10 %as of Mar 31, 2026
AMG GW&K Small Cap Value Fund AMG Funds 87,2121.6M $0.78 %0.09 %as of Mar 31, 2026
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 87,0001.7M $0.25 %0.09 %as of Apr 30, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 85,6411.6M $0.00 %0.09 %as of Apr 30, 2026
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 84,3881.5M $1.36 %0.09 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 83,3961.5M $0.00 %0.09 %as of Feb 28, 2026
Mercer US Small/Mid Cap Equity Fund Mercer Funds 81,8081.5M $0.09 %0.08 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 80,1161.4M $0.08 %0.08 %as of Mar 31, 2026
Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI 79,9601.4M $0.37 %0.08 %as of Mar 31, 2026
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 74,7501.3M $0.25 %0.08 %as of Mar 31, 2026
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 72,2241.3M $0.17 %0.07 %as of Feb 28, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 70,5551.3M $0.07 %0.07 %as of Mar 31, 2026
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 70,4941.3M $0.27 %0.07 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 69,8321.3M $0.03 %0.07 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 67,4491.3M $0.04 %0.07 %as of Apr 30, 2026
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 67,2791.2M $0.16 %0.07 %as of Mar 31, 2026
Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND 65,8831.2M $0.70 %0.07 %as of Mar 31, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 65,6001.2M $0.10 %0.07 %as of Feb 28, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 62,9241.1M $0.04 %0.07 %as of Mar 31, 2026
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 58,6701.1M $0.05 %0.06 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 57,1811M $0.03 %0.06 %as of Mar 31, 2026
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 56,7851.1M $0.15 %0.06 %as of Apr 30, 2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 53,314961.8K $0.31 %0.06 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 52,9741M $0.00 %0.05 %as of Apr 30, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 50,153905.8K $0.06 %0.05 %as of Feb 28, 2026
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 47,881864.7K $0.15 %0.05 %as of Feb 28, 2026
MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II 45,581822.3K $0.66 %0.05 %as of Mar 31, 2026
Small Cap Value Fund VALIC Co I 43,035777.2K $0.30 %0.04 %as of Feb 28, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 41,900755.9K $0.13 %0.04 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 41,477749.1K $0.07 %0.04 %as of Feb 28, 2026
Keeley Small Cap Fund Teton Westwood Funds 40,000721.6K $0.84 %0.04 %as of Mar 31, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 39,497753.2K $0.08 %0.04 %as of Apr 30, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 38,767699.4K $0.04 %0.04 %as of Mar 31, 2026
Royce Small-Cap Value Fund ROYCE FUND 38,283690.6K $0.69 %0.04 %as of Mar 31, 2026
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 38,060725.8K $0.04 %0.04 %as of Apr 30, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 37,099669.3K $0.07 %0.04 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 36,040687.3K $0.00 %0.04 %as of Apr 30, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 35,787646.3K $0.00 %0.04 %as of Feb 28, 2026
WisdomTree U.S. High Dividend Fund WisdomTree Trust 35,725644.5K $0.05 %0.04 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 34,521623.4K $0.00 %0.04 %as of Feb 28, 2026
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 33,894612.1K $0.01 %0.04 %as of Feb 28, 2026
Transamerica Small Cap Value TRANSAMERICA FUNDS 33,700642.7K $0.62 %0.03 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 33,679607.6K $0.04 %0.03 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 32,639622.4K $0.01 %0.03 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 31,313564.9K $0.00 %0.03 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 30,301577.8K $0.00 %0.03 %as of Apr 30, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 29,351530.1K $0.01 %0.03 %as of Feb 28, 2026
Cromwell Greenspring Mid Cap Fund Total Fund Solution 29,137525.6K $0.44 %0.03 %as of Mar 31, 2026
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 28,439542.3K $0.03 %0.03 %as of Apr 30, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Hennessy Small Cap Financial Fund Hennessy Funds Trust 5.14 %as of Apr 30, 2026
Third Avenue Small-Cap Value Fund Third Avenue Trust 2.34 %as of Apr 30, 2026
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 1.79 %as of Feb 28, 2026
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 1.61 %as of Apr 30, 2026
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 1.36 %as of Mar 31, 2026
MetLife Small Company Equity Fund ADVISORS' INNER CIRCLE III 1.20 %as of Mar 31, 2026
Small Cap Equity Portfolio GLENMEDE FUND INC 1.00 %as of Apr 30, 2026
Keeley Small Cap Fund Teton Westwood Funds 0.84 %as of Mar 31, 2026
AMG GW&K Small Cap Core Fund AMG Funds 0.82 %as of Mar 31, 2026
AMG GW&K Small Cap Value Fund AMG Funds 0.78 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterHoldersChangeSharesChange
2026Q2228-422,608,821+0.0 %
2026Q1232-1122,608,505+3.5 %
2025Q4243-1321,846,888-2.3 %
2025Q3256+122,351,357-0.4 %
2025Q2255+422,447,713+1.4 %
2025Q1251+122,136,242+2.5 %
2024Q4250021,603,237-3.7 %
2024Q3250+222,438,218+3.9 %
2024Q2248+1321,596,388+1.6 %
2024Q1235-1121,263,939-2.7 %
2023Q424621,844,924

Institutional managers

198 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.6,733,554121.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,409,10361.5M $as of Mar 31, 2026
STATE STREET CORP2,882,37352M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP2,595,43346.8M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.2,176,58739.3K $as of Mar 31, 2026
Invesco Ltd.1,996,22536M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP1,572,50928.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,410,04825.4M $as of Mar 31, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP1,383,58825M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,228,68822.2M $as of Mar 31, 2026
GW&K Investment Management, LLC1,224,79522.1K $as of Mar 31, 2026
ENDEAVOUR CAPITAL ADVISORS INC1,128,35220.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC846,34215.3M $as of Mar 31, 2026
MIRABELLA FINANCIAL SERVICES LLP798,90614.4M $as of Mar 31, 2026
MetLife Investment Management, LLC718,00813M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC698,41112.6M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC691,40512.5M $as of Mar 31, 2026
JPMORGAN CHASE & CO638,67511.3M $as of Mar 31, 2026
STRATEGIC VALUE BANK PARTNERS LLC627,33311.3M $as of Mar 31, 2026
Nuveen, LLC622,34411.2M $as of Mar 31, 2026
CANYON CAPITAL ADVISORS LLC613,23011.1M $as of Mar 31, 2026
GLENMEDE TRUST CO NA567,91110.2M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC549,8389.9M $as of Mar 31, 2026
CITADEL ADVISORS LLC514,3099.3M $as of Mar 31, 2026
NORTHERN TRUST CORP501,8629.1M $as of Mar 31, 2026

Declared shareholders of OceanFirst Financial Corp

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
WPGG 14 Orion Investments, L.P. ("WPGG14 Investor") and 19 others9.90 %9,574,639as of Jun 1, 2026 · SCHEDULE 13D
STATE STREET CORPORATION 5.00 %2,882,373as of Mar 31, 2026 · SCHEDULE 13G
Wellington Management Group LLP and 2 others4.50 %2,595,433as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Funds holding OceanFirst Financial Corp". https://titelia.com/en/stocks/oceanfirst-financial-corp-US6752341080