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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,560 | 28.1K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 1,487 | 26.8K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,479 | 26.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 1,410 | 25.4K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 1,402 | 25.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,395 | 25.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,389 | 25.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,314 | 23.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 1,213 | 21.9K $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 956 | 17.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 714 | 12.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 661 | 12.6K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 634 | 12.1K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 345 | 6.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 300 | 5.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 279 | 5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 188 | 3.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 142 | 2.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 128 | 2.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 103 | 2K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 100 | 1.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 77 | 1.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 58 | 1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 37 | 667.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 24 | 457.7 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 17 | 307 $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 15 | 270.6 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 2 | 36.1 $ | 0.00 % | as of Feb 28, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 228 | -4 | 22,608,821 | +0.0 % |
| 2026Q1 | 232 | -11 | 22,608,505 | +3.5 % |
| 2025Q4 | 243 | -13 | 21,846,888 | -2.3 % |
| 2025Q3 | 256 | +1 | 22,351,357 | -0.4 % |
| 2025Q2 | 255 | +4 | 22,447,713 | +1.4 % |
| 2025Q1 | 251 | +1 | 22,136,242 | +2.5 % |
| 2024Q4 | 250 | 0 | 21,603,237 | -3.7 % |
| 2024Q3 | 250 | +2 | 22,438,218 | +3.9 % |
| 2024Q2 | 248 | +13 | 21,596,388 | +1.6 % |
| 2024Q1 | 235 | -11 | 21,263,939 | -2.7 % |
| 2023Q4 | 246 | 21,844,924 |
Institutional managers
198 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 6,733,554 | 121.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,409,103 | 61.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,882,373 | 52M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 2,595,433 | 46.8M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 2,176,587 | 39.3K $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,996,225 | 36M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 1,572,509 | 28.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,410,048 | 25.4M $ | as of Mar 31, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,383,588 | 25M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,228,688 | 22.2M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 1,224,795 | 22.1K $ | as of Mar 31, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | 1,128,352 | 20.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 846,342 | 15.3M $ | as of Mar 31, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | 798,906 | 14.4M $ | as of Mar 31, 2026 |
| MetLife Investment Management, LLC | 718,008 | 13M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 698,411 | 12.6M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 691,405 | 12.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 638,675 | 11.3M $ | as of Mar 31, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | 627,333 | 11.3M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 622,344 | 11.2M $ | as of Mar 31, 2026 |
| CANYON CAPITAL ADVISORS LLC | 613,230 | 11.1M $ | as of Mar 31, 2026 |
| GLENMEDE TRUST CO NA | 567,911 | 10.2M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 549,838 | 9.9M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 514,309 | 9.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 501,862 | 9.1M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| WPGG 14 Orion Investments, L.P. ("WPGG14 Investor") and 19 others | 9.90 % | 9,574,639 | as of Jun 1, 2026 · SCHEDULE 13D |
| STATE STREET CORPORATION | 5.00 % | 2,882,373 | as of Mar 31, 2026 · SCHEDULE 13G |
| Wellington Management Group LLP and 2 others | 4.50 % | 2,595,433 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding OceanFirst Financial Corp". https://titelia.com/en/stocks/oceanfirst-financial-corp-US6752341080