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

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 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. ("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
Cite this page

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