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 INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 27,990504.9K $0.00 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 27,232519.3K $0.00 %0.03 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 27,222519.1K $0.09 %0.03 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 25,616462.1K $0.01 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 25,457459.2K $0.03 %0.03 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 24,367464.7K $0.05 %0.03 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 24,343439.1K $0.02 %0.03 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 24,332464K $0.03 %0.03 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 22,205401K $0.03 %0.02 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 22,010419.7K $0.00 %0.02 %as of Apr 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 21,700413.8K $0.01 %0.02 %as of Apr 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 21,654390.6K $0.19 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 21,602389.7K $0.06 %0.02 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 21,281405.8K $0.06 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 20,794375.5K $0.04 %0.02 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 20,275386.6K $0.02 %0.02 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 20,238365.1K $0.50 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,138384K $0.00 %0.02 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 19,507351.9K $0.01 %0.02 %as of Mar 31, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 19,487371.6K $0.39 %0.02 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 18,592335.8K $0.00 %0.02 %as of Feb 28, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 17,922323.3K $0.03 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 17,390313.7K $0.08 %0.02 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 17,239311K $0.03 %0.02 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 16,780320K $0.20 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 16,200292.2K $0.03 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 15,349276.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 15,210274.4K $0.04 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,578278K $0.05 %0.02 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 14,378274.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 14,200256.2K $0.09 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 13,029248.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 12,896232.9K $0.01 %0.01 %as of Feb 28, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 12,820244.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 12,243233.5K $0.04 %0.01 %as of Apr 30, 2026 ↗
WBI Power Factor High Dividend ETF Absolute Shares Trust 12,162219.4K $0.38 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 11,314204.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 11,286203.8K $0.07 %0.01 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 10,932197.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 10,569190.7K $0.09 %0.01 %as of Mar 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 10,408187.8K $0.13 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 10,140182.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,468171K $0.01 %0.01 %as of Feb 28, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 9,369169.2K $0.07 %0.01 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 9,287177.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 8,674165.4K $0.04 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 8,512153.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 8,469152.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 8,286149.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 7,910142.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,357140.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 7,154129.1K $0.04 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,732121.4K $0.03 %0.01 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 6,644119.9K $0.09 %0.01 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 6,620119.4K $0.07 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 6,419122.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 6,369114.9K $0.06 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 6,342120.9K $0.02 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 6,330114.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 6,200111.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 6,124110.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,934113.2K $0.03 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 5,920106.8K $0.03 %0.01 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 5,36196.8K $0.01 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 5,25094.8K $0.08 %0.01 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,19893.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 4,99990.2K $0.07 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 4,81486.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,77886.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 4,76285.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
MetLife Small Company Equity Fund ADVISORS' INNER CIRCLE III 4,69884.8K $1.20 %0.00 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,66889K $0.00 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 4,61583.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,56087K $0.03 %0.00 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,43280K $0.03 %0.00 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,31477.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4,28877.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,08573.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,90570.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,87569.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,78768.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 3,76968.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,70966.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 3,53763.8K $0.09 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3,48162.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3,46862.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 3,42761.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 3,20057.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,99757.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,95656.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,80350.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,59546.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,46046.9K $0.02 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,43644K $0.03 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2,38443K $0.02 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,08737.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 2,03236.7K $0.08 %0.00 %as of Feb 28, 2026 ↗
Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc 2,00036.1K $0.16 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,99238K $0.00 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,73631.3K $0.01 %0.00 %as of Mar 31, 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