Titelia

Funds holding OceanFirst Financial Corp

ISIN US6752341080 · United States

Fund holders
251
Of which ETFs
48 203 other funds
Value held
592.1M $
Share of capital
31.6 % of 96.6M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,600,91050.8M $0.00 %2.69 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,172,86242.4M $0.05 %2.25 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,168,53322.6M $0.12 %1.21 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1,072,05420.9M $0.44 %1.11 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 988,90218.6M $0.07 %1.02 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 988,66619.3M $0.02 %1.02 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 967,98618.9M $0.20 %1.00 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 928,71717.9M $0.05 %0.96 %as of Jul 31, 2026 ↗
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 882,34917.2M $0.65 %0.91 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 784,10414.7M $0.28 %0.81 %as of May 29, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 665,60713M $0.09 %0.69 %as of Jun 30, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 662,30012.9M $0.29 %0.69 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 558,86810.8M $0.13 %0.58 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 528,71610.3M $0.18 %0.55 %as of Jun 30, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 525,17310.3M $0.20 %0.54 %as of Jun 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 513,2709.9M $0.24 %0.53 %as of Jul 31, 2026 ↗
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 490,2609.6M $0.66 %0.51 %as of Jun 30, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 484,8289.4M $0.90 %0.50 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 398,0057.7M $0.05 %0.41 %as of Jul 31, 2026 ↗
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 388,5157.3M $1.81 %0.40 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 386,3137.5M $0.04 %0.40 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 366,0137.1M $0.07 %0.38 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 355,8807M $0.76 %0.37 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 341,9316.6M $0.05 %0.35 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 319,2736.2M $0.04 %0.33 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 311,1716M $0.08 %0.32 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 307,8175.8M $0.01 %0.32 %as of May 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 297,8805.8M $0.06 %0.31 %as of Jul 31, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 294,8975.8M $0.74 %0.31 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 288,9345.4M $0.03 %0.30 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 273,1435.1M $0.02 %0.28 %as of May 31, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 265,1085.2M $0.37 %0.27 %as of Jun 30, 2026 ↗
Third Avenue Small-Cap Value Fund Third Avenue Trust 257,3115M $2.29 %0.27 %as of Jul 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 246,6394.8M $0.50 %0.26 %as of Jul 31, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 239,4404.6M $1.61 %0.25 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 221,6794.3M $0.34 %0.23 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 221,1344.2M $0.05 %0.23 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 214,5774.1M $0.01 %0.22 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 210,7554.1M $0.31 %0.22 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 206,0294M $0.05 %0.21 %as of Jul 31, 2026 ↗
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 205,9014M $0.65 %0.21 %as of Jun 30, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 195,2733.8M $1.48 %0.20 %as of Jun 30, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 195,0003.8M $4.89 %0.20 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 187,7953.7M $0.28 %0.19 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 171,7133.4M $0.00 %0.18 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 170,4753.3M $0.15 %0.18 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 165,9633.2M $0.01 %0.17 %as of Jul 31, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 161,6003.1M $0.44 %0.17 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 161,3933M $0.00 %0.17 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 158,1973.1M $0.05 %0.16 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 157,2673.1M $0.02 %0.16 %as of Jun 30, 2026 ↗
The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc 155,9813M $2.13 %0.16 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 122,7212.4M $0.01 %0.13 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 120,6652.4M $0.11 %0.12 %as of Jun 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 119,6372.3M $0.21 %0.12 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 118,1652.2M $0.08 %0.12 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 109,7412.1M $0.08 %0.11 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 106,8962M $0.00 %0.11 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 102,6952M $0.05 %0.11 %as of Jul 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 97,2001.9M $0.29 %0.10 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 96,2691.9M $0.09 %0.10 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 96,0681.9M $0.47 %0.10 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 95,4751.9M $0.05 %0.10 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 92,7011.7M $0.01 %0.10 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 89,8991.7M $0.00 %0.09 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 89,2231.7M $1.32 %0.09 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 87,7821.6M $0.00 %0.09 %as of May 31, 2026 ↗
AMG GW&K Small Cap Value Fund AMG Funds 86,7641.7M $0.71 %0.09 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 82,0531.6M $0.16 %0.08 %as of Jun 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 80,1071.6M $0.79 %0.08 %as of Jun 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 74,9001.5M $0.26 %0.08 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 66,6491.3M $0.05 %0.07 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 65,6001.2M $0.10 %0.07 %as of May 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 65,0301.3M $0.20 %0.07 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 64,6611.2M $0.29 %0.07 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 62,9961.2M $0.05 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 60,0291.2M $0.05 %0.06 %as of Jun 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 59,2261.2M $0.08 %0.06 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 58,8811.1M $0.13 %0.06 %as of May 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 55,2821.1M $0.16 %0.06 %as of Jun 30, 2026 ↗
1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust 55,2501.1M $0.63 %0.06 %as of Jun 30, 2026 ↗
Small Cap Special Values Fund VALIC Co I 54,1391M $0.59 %0.06 %as of May 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 53,9861.1M $0.10 %0.06 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 53,0661M $0.32 %0.05 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 52,7971M $0.05 %0.05 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 52,0001M $0.01 %0.05 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 51,658970.7K $0.15 %0.05 %as of May 31, 2026 ↗
MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II 50,802992.2K $0.67 %0.05 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 50,156968.5K $0.00 %0.05 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 50,153942.4K $0.05 %0.05 %as of May 31, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 50,000976.5K $0.66 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 48,016927.2K $0.00 %0.05 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 44,846866K $0.02 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 44,481868.7K $0.00 %0.05 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 44,019827.1K $0.07 %0.05 %as of May 31, 2026 ↗
Small Cap Index Fund Northern Funds 42,813836.1K $0.05 %0.04 %as of Jun 30, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 42,450819.7K $0.73 %0.04 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 40,426780.6K $0.05 %0.04 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 39,497762.7K $0.08 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 38,886759.4K $0.00 %0.04 %as of Jun 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Hennessy Small Cap Financial Fund Hennessy Funds Trust 4.89 %as of Jul 31, 2026 ↗
Third Avenue Small-Cap Value Fund Third Avenue Trust 2.29 %as of Jul 31, 2026 ↗
The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc 2.13 %as of Jun 30, 2026 ↗
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 1.81 %as of May 31, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 1.61 %as of Jul 31, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 1.48 %as of Jun 30, 2026 ↗
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 1.32 %as of Jun 30, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 0.90 %as of Jul 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 0.79 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.76 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q3251+2330,586,127+35.3 %
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 table shows the 25 largest.

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

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
WPGG 14 Orion Investments, L.P. and 19 others9.90 %9,574,639as of Aug 17, 2026 · SCHEDULE 13D
Dimensional Fund Advisors LP 4.70 %4,589,658as of Jun 30, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 4.00 %3,869,335as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding OceanFirst Financial Corp". https://titelia.com/en/stocks/oceanfirst-financial-corp-US6752341080