IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

OAK Valley Bancorp (OVLY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares200,957 from 189,026
Change+11,931 (+6%)
Value$6.8M (+$387.9K)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares176,329 from 176,153
Change+176 (+0%)
Value$5.9M (-$7.3K)
Filed 2026-11-06
Southland Equity Partners LLC
NEW
Shares129,010
Change+129,010
Value$4.3M
Filed 2026-10-14
Barclays PLC
INCREASED
Shares18,713 from 16,981
Change+1,732 (+10%)
Value$630.1K (+$57.0K)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares17,576 from 18,305
Change-729 (-4%)
Value$591.8K (-$25.9K)
Filed 2026-11-05
Seizert Capital Partners, LLC
DECREASED
Shares13,294 from 14,198
Change-904 (-6%)
Value$447.6K (-$31.5K)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares10,484 from 14,597
Change-4,113 (-28%)
Value$353.0K (-$139.6K)
Filed 2026-11-06
LSV Asset Management
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$209 (-$208.8K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares5,944 from 6,815
Change-871 (-13%)
Value$200.1K (-$29.9K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares3,989 from 3,984
Change+5 (+0%)
Value$134.3K (-$130)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$37.2K ($0)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares835 from 3,336
Change-2,501 (-75%)
Value$28.1K (-$84.5K)
Filed 2026-11-04
Harbor Capital Advisors, Inc.
DECREASED
Shares306 from 320
Change-14 (-4%)
Value$10 (-$1)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares157 from 143
Change+14 (+10%)
Value$5.3K (+$460)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares143 from 146
Change-3 (-2%)
Value$4.8K (-$112)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares93 from 87
Change+6 (+7%)
Value$3.1K (+$195)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares82 from 71
Change+11 (+15%)
Value$2.8K (+$365)
Filed 2026-10-16
Essential Partners LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$2.1K (-$4)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares54 from 16
Change+38 (+238%)
Value$1.8K (+$1.3K)
Filed 2026-10-08
SJS Investment Consulting Inc.
INCREASED
Shares44 from 3
Change+41 (+1367%)
Value$1.5K (+$1.4K)
Filed 2026-10-26
Covestor Ltd
INCREASED
Shares18 from 13
Change+5 (+38%)
Value$1 (+$1)
Filed 2026-10-30
True Wealth Design, LLC
INCREASED
Shares7 from 4
Change+3 (+75%)
Value$236 (+$101)
Filed 2026-10-13
Nisa Investment Advisors, LLC
NEW
Shares5
Change+5
Value$168
Filed 2026-10-20
SBI Securities Co., Ltd.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$135 ($0)
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares3
Change+3
Value$101
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares1
Change+1
Value$34
Filed 2026-10-30
Kestra Advisory Services, LLC
CLOSED
Shares0 from 23,519
Change-23,519 (-100%)
Value$0 (-$793.7K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$202)
Filed 2026-10-07
BlackRock, Inc.
N/A
Shares— from 511,151
Change-511,151 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 296,205
Change-296,205 (-100%)
Value—
Siena Capital Partners GP, LLC
N/A
Shares— from 263,847
Change-263,847 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 140,282
Change-140,282 (-100%)
Value—
State Street Corp
N/A
Shares— from 130,531
Change-130,531 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 99,560
Change-99,560 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 73,973
Change-73,973 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 65,845
Change-65,845 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 54,713
Change-54,713 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 53,502
Change-53,502 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 52,224
Change-52,224 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 51,279
Change-51,279 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 48,638
Change-48,638 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 47,787
Change-47,787 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 45,742
Change-45,742 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 45,003
Change-45,003 (-100%)
Value—
FMR LLC
N/A
Shares— from 32,624
Change-32,624 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 32,551
Change-32,551 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 30,589
Change-30,589 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 28,963
Change-28,963 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 23,760
Change-23,760 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 23,450
Change-23,450 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 23,163
Change-23,163 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 22,187
Change-22,187 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 21,315
Change-21,315 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,275
Change-21,275 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 19,675
Change-19,675 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 17,834
Change-17,834 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 15,615
Change-15,615 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 12,272
Change-12,272 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,506
Change-11,506 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 11,452
Change-11,452 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 10,891
Change-10,891 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 10,060
Change-10,060 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 9,910
Change-9,910 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 9,717
Change-9,717 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,666
Change-9,666 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 6,897
Change-6,897 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 6,369
Change-6,369 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,644
Change-5,644 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 921
Change-921 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 634
Change-634 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 556
Change-556 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 544
Change-544 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 96
Change-96 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED200,957189,026+11,931+6%$6.4M$6.8M+$387.9K2026-11-04
Geode Capital Management, LLC
INCREASED176,329176,153+176+0%$5.9M$5.9M-$7.3K2026-11-06
Southland Equity Partners LLC
NEW129,010—+129,010——$4.3M—2026-10-14
Barclays PLC
INCREASED18,71316,981+1,732+10%$573.0K$630.1K+$57.0K2026-11-06
Bank of New York Mellon Corp
DECREASED17,57618,305-729-4%$617.7K$591.8K-$25.9K2026-11-05
Seizert Capital Partners, LLC
DECREASED13,29414,198-904-6%$479.1K$447.6K-$31.5K2026-10-30
LPL Financial LLC
DECREASED10,48414,597-4,113-28%$492.6K$353.0K-$139.6K2026-11-06
LSV Asset Management
UNCHANGED6,2006,20000%$209.0K$209-$208.8K2026-11-06
Deutsche Bank Ag\
DECREASED5,9446,815-871-13%$230.0K$200.1K-$29.9K2026-11-06
Russell Investments Group, Ltd.
INCREASED3,9893,984+5+0%$134.4K$134.3K-$1302026-11-06
Allworth Financial LP
UNCHANGED1,1021,10200%$37.2K$37.2K$02026-11-06
Citigroup Inc
DECREASED8353,336-2,501-75%$112.6K$28.1K-$84.5K2026-11-04
Harbor Capital Advisors, Inc.
DECREASED306320-14-4%$11$10-$12026-10-22
Gamma Investing LLC
INCREASED157143+14+10%$4.8K$5.3K+$4602026-10-08
Sterling Capital Management LLC
DECREASED143146-3-2%$4.9K$4.8K-$1122026-10-22
EverSource Wealth Advisors, LLC
INCREASED9387+6+7%$2.9K$3.1K+$1952026-11-04
IFP Advisors, Inc
INCREASED8271+11+15%$2.4K$2.8K+$3652026-10-16
Essential Partners LLC
UNCHANGED616100%$2.1K$2.1K-$42026-10-14
Farther Finance Advisors, LLC
INCREASED5416+38+238%$539$1.8K+$1.3K2026-10-08
SJS Investment Consulting Inc.
INCREASED443+41+1367%$102$1.5K+$1.4K2026-10-26
Covestor Ltd
INCREASED1813+5+38%$0$1+$12026-10-30
True Wealth Design, LLC
INCREASED74+3+75%$135$236+$1012026-10-13
Nisa Investment Advisors, LLC
NEW5—+5——$168—2026-10-20
SBI Securities Co., Ltd.
UNCHANGED4400%$135$135$02026-10-22
Root Financial Partners, LLC
NEW3—+3——$101—2026-10-21
Provenance Wealth Advisors, LLC
NEW1—+1——$34—2026-10-30
Kestra Advisory Services, LLC
CLOSED023,519-23,519-100%$793.7K$0-$793.7K2026-11-02
Wealth Enhancement Trust Services, Inc.
CLOSED06-6-100%$202$0-$2022026-10-07
BlackRock, Inc.
N/A—511,151-511,151-100%$17.2M———
Vanguard Capital Management LLC
N/A—296,205-296,205-100%$10.0M———
Siena Capital Partners GP, LLC
N/A—263,847-263,847-100%$8.9M———
Cresset Asset Management, LLC
N/A—140,282-140,282-100%$4.7M———
State Street Corp
N/A—130,531-130,531-100%$4.4M———
American Century Companies Inc
N/A—99,560-99,560-100%$3.4M———
Renaissance Technologies LLC
N/A—73,973-73,973-100%$2.5M———
Goldman Sachs Group Inc
N/A—65,845-65,845-100%$2.2M———
Northern Trust Corp
N/A—54,713-54,713-100%$1.8M———
Arrowstreet Capital, Limited Partnership
N/A—53,502-53,502-100%$1.8M———
Morgan Stanley
N/A—52,224-52,224-100%$1.8M———
Bridgeway Capital Management, LLC
N/A—51,279-51,279-100%$1.7M———
Vanguard Portfolio Management LLC
N/A—48,638-48,638-100%$1.6M———
Two Sigma Investments, LP
N/A—47,787-47,787-100%$1.6M———
Vanguard Fiduciary Trust Co
N/A—45,742-45,742-100%$1.5M———
Cetera Investment Advisers
N/A—45,003-45,003-100%$1.5M———
FMR LLC
N/A—32,624-32,624-100%$1.1M———
AQR Capital Management LLC
N/A—32,551-32,551-100%$1.1M———
Acadian Asset Management LLC
N/A—30,589-30,589-100%$1.0M———
RBF Capital, LLC
N/A—30,000-30,000-100%$1.0M———
Citadel Advisors LLC
N/A—28,963-28,963-100%$977.4K———
Squarepoint Ops LLC
N/A—23,760-23,760-100%$801.8K———
HSBC Holdings PLC
N/A—23,450-23,450-100%$785.6K———
Millennium Management LLC
N/A—23,163-23,163-100%$781.6K———
Trexquant Investment LP
N/A—22,187-22,187-100%$748.7K———
Charles Schwab Investment Management Inc
N/A—21,315-21,315-100%$719.3K———
Susquehanna International Group, LLP
N/A—21,275-21,275-100%$717.9K———
Martingale Asset Management L P
N/A—19,675-19,675-100%$663.9K———
Bank of America Corp
N/A—17,834-17,834-100%$601.8K———
Empowered Funds, LLC
N/A—15,615-15,615-100%$526.9K———
Occudo Quantitative Strategies LP
N/A—12,272-12,272-100%$414.1K———
XTX Topco Ltd
N/A—11,506-11,506-100%$388.3K———
Nuveen, LLC
N/A—11,452-11,452-100%$386.4K———
Curi Capital, LLC
N/A—10,891-10,891-100%$367.5K———
Wells Fargo & Company
N/A—10,060-10,060-100%$339.5K———
Algert Global LLC
N/A—9,910-9,910-100%$334.4K———
Jump Financial, LLC
N/A—9,717-9,717-100%$327.9K———
BNP Paribas Financial Markets
N/A—9,666-9,666-100%$326.2K———
Marshall Wace, LLP
N/A—9,220-9,220-100%$311.1K———
Rhumbline Advisers
N/A—9,105-9,105-100%$307.2K———
Legato Capital Management LLC
N/A—6,897-6,897-100%$232.7K———
Qube Research & Technologies Ltd
N/A—6,369-6,369-100%$214.9K———
UBS Group AG
N/A—5,644-5,644-100%$190.5K———
LOS Angeles Capital Management LLC
N/A—4,440-4,440-100%$149.8K———
MetLife Investment Management, LLC
N/A—4,021-4,021-100%$135.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,331-3,331-100%$112.4K———
JPMorgan Chase & Co
N/A—3,080-3,080-100%$103.3K———
Police & Firemen's Retirement System of New Jersey
N/A—2,690-2,690-100%$90.8K———
Royal Bank of Canada
N/A—2,381-2,381-100%$81.0K———
Vanguard Global Advisers, LLC
N/A—2,201-2,201-100%$74.3K———
New York State Common Retirement Fund
N/A—2,057-2,057-100%$69.4K———
Tower Research Capital LLC (TRC)
N/A—921-921-100%$31.1K———
Legal & General Group Plc
N/A—634-634-100%$21.4K———
Ameritas Investment Partners, Inc.
N/A—556-556-100%$18.8K———
Arax Advisory Partners
N/A—544-544-100%$18.4K———
UBS Asset Management Americas LLC
N/A—179-179-100%$6.0K———
California State Teachers Retirement System
N/A—96-96-100%$3.2K———
Rothschild Investment LLC
N/A—20-20-100%$675———
Basecamp Wealth Advisors LLC
N/A—9-9-100%$304———
Caldwell Sutter Capital, Inc.
N/A—1-1-100%$34———
Showing 88 of 88 institutions