Who owns Oak Valley Bancorp (OVLY)
Which tracked institutional funds hold OVLY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OVLY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OVLY is one-sided between 2026-Q1 and 2026-Q2: 17 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OVLY’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OVLY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 81 tracked filers holding OVLY, 51 increased or opened the position and 26 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OVLY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- TWO SIGMA INVESTMENTS, LP$2M
- Squarepoint Ops LLC$802K
- Trexquant Investment LP$749K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$718K
Full exits 1
- Fourthstone LLC$13M
Largest adds
- BlackRock, Inc.$3M
- AMERICAN CENTURY COMPANIES INC$3M
- RENAISSANCE TECHNOLOGIES LLC$1M
- DIMENSIONAL FUND ADVISORS LP$1M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1M
- MORGAN STANLEY$968K
Largest trims
- Siena Capital Partners GP, LLC$2M
- VANGUARD CAPITAL MANAGEMENT LLC$334K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 511,151 | $17M | 13.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 296,205 | $10M | 7.8% | 2026-Q2 |
| Siena Capital Partners GP, LLC trimmed | 263,847 | $9M | 7.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 189,026 | $6M | 5.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 176,153 | $6M | 4.6% | 2026-Q2 |
| Cresset Asset Management, LLC | 140,282 | $5M | 3.7% | 2026-Q2 |
| STATE STREET CORP added | 130,531 | $4M | 3.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 99,560 | $3M | 2.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 73,973 | $2M | 2.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 65,845 | $2M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 54,713 | $2M | 1.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 53,502 | $2M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 52,224 | $2M | 1.4% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 51,279 | $2M | 1.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 48,638 | $2M | 1.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 47,787 | $2M | 1.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 45,742 | $2M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 45,003 | $2M | 1.2% | 2026-Q2 |
| FMR LLC trimmed | 32,624 | $1M | 0.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 32,551 | $1M | 0.9% | 2026-Q2 |
| RBF Capital, LLC | 30,000 | $1M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 28,963 | $977K | 0.8% | 2026-Q2 |
| Squarepoint Ops LLC added | 23,760 | $802K | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC | 23,519 | $794K | 0.6% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 23,450 | $786K | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 23,163 | $782K | 0.6% | 2026-Q2 |
| Trexquant Investment LP new | 22,187 | $749K | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 21,315 | $719K | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 21,275 | $718K | 0.6% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 19,675 | $664K | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 18,305 | $618K | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 17,834 | $602K | 0.5% | 2026-Q2 |
| BARCLAYS PLC trimmed | 16,981 | $573K | 0.4% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 15,615 | $527K | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 14,597 | $493K | 0.4% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC added | 14,198 | $479K | 0.4% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 12,272 | $414K | 0.3% | 2026-Q2 |
| XTX Topco Ltd new | 11,506 | $388K | 0.3% | 2026-Q2 |
| Nuveen, LLC | 11,452 | $386K | 0.3% | 2026-Q2 |
| Curi Capital, LLC | 10,891 | $368K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 10,060 | $339K | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC new | 9,910 | $334K | 0.3% | 2026-Q2 |
| Jump Financial, LLC new | 9,717 | $328K | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 9,666 | $326K | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP new | 9,220 | $311K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 9,105 | $307K | 0.2% | 2026-Q2 |
| Legato Capital Management LLC | 6,897 | $233K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 6,815 | $230K | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 6,369 | $215K | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 5,644 | $190K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 4,440 | $150K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC | 4,021 | $136K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 3,984 | $134K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 3,336 | $113K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,331 | $112K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,080 | $103K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 2,690 | $91K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,381 | $81K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 2,201 | $74K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,057 | $69K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 1,102 | $37K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 921 | $31K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 634 | $21K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 556 | $19K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 544 | $18K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 179 | $6K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 173 | $6K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 146 | $5K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC | 143 | $5K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 96 | $3K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 87 | $3K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 71 | $2K | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 61 | $2K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 20 | $675 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 16 | $539 | 0.0% | 2026-Q2 |
| Basecamp Wealth Advisors LLC added | 9 | $304 | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. new | 6 | $202 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC trimmed | 4 | $135 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 4 | $135 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 3 | $102 | 0.0% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. | 1 | $34 | 0.0% | 2026-Q2 |
| Fourthstone LLC added | 411,189 | $13M | 10.4% | 2026-Q1 stale (1 quarter behind) |
| ACADIAN ASSET MANAGEMENT LLC added | 11,570 | $373K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| LSV ASSET MANAGEMENT trimmed | 6,200 | $201K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 3,375 | $109K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HARBOR CAPITAL ADVISORS, INC. added | 404 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Optiver Holding B.V. trimmed | 64 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Covestor Ltd trimmed | 18 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management added | 7 | $228 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 3 | $97 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 2 | $65 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 402,627 | $12M | 9.5% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 7,101 | $213K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| AMALGAMATED BANK trimmed | 215 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OSAIC HOLDINGS, INC. new | 1,020 | $29K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 126 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Clearstead Advisors, LLC new | 4 | $113 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| M3F, Inc. trimmed | 113,840 | $3M | 2.4% | 2025-Q2 stale (4 quarters behind) |
| SIERRA OCEAN, LLC | 5,573 | $152K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 279 | $8K | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.