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About 32.37% of OVLY shares are held by financial institutions. AMALGAMATED BANK is the top corporate investor, holding 215 shares valued at $6.00K. A 0% stake in Oak Valley Bancorp is owned by the company. STERLING CAPITAL MANAGEMENT LLC owns 394 shares valued at $11.84K, which translates its holding of 0% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | AMALGAMATED BANK | 0% | 215 | 6K | -12 | -5.29% |
| Dec 31, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 394 | 11.84K | -78 | -16.53% |
| Dec 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 403 | 12.11M | -39 | -8.82% |
| Dec 31, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 556 | 16.71K | 0 | 0 |
| Dec 31, 2025 | LEGAL & GENERAL GROUP PLC | 0.01% | 634 | 19.06K | 0 | 0 |
| Dec 31, 2025 | ALLWORTH FINANCIAL LP | 0.01% | 1.04K | 31.2K | 2 | +0.19% |
| Dec 31, 2025 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.02% | 1.37K | 41.18K | 0 | 0 |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.02% | 1.4K | 42.11K | 1.4K | +100.00% |
| Dec 31, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.03% | 2.06K | 61.83K | 0 | 0 |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.03% | 2.17K | 65K | 104 | +5.03% |
| Dec 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.03% | 2.87K | 86.33K | 164 | +6.06% |
| Dec 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.71% | 58.28K | 1.75M | -27.04K | -31.69% |
| Dec 31, 2025 | IFP ADVISORS, INC | 0% | 25 | 752 | 6 | +31.58% |
| Dec 31, 2025 | COVESTOR LTD | 0% | 26 | 1K | 26 | +100.00% |
| Dec 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 82 | 2.47K | 1 | +1.23% |
| Dec 31, 2025 | HARBOR CAPITAL ADVISORS, INC. | 0% | 87 | 3K | -1 | -1.14% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.14% | 11.67K | 350.71K | 2.42K | +26.21% |
| Dec 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.24% | 19.87K | 597.14K | -1.17K | -5.55% |
| Dec 31, 2025 | EMPOWERED FUNDS, LLC | 0.27% | 22.62K | 679.81K | 0 | 0 |
| Dec 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.3% | 24.77K | 744.68K | -200 | -0.80% |
| Dec 31, 2025 | BARCLAYS PLC | 0.35% | 28.59K | 859.54K | 931 | +3.37% |
| Dec 31, 2025 | MORGAN STANLEY | 0.37% | 30.77K | 925.01K | 2.37K | +8.34% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.52% | 42.9K | 1.29M | 6.99K | +19.45% |
| Dec 31, 2025 | STATE STREET CORP | 1.2% | 99.23K | 2.98M | 806 | +0.82% |
| Dec 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.72% | 142.28K | 4.28M | 8.43K | +6.30% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.93% | 159.58K | 4.8M | -882 | -0.55% |
| Dec 31, 2025 | UBS GROUP AG | 0.08% | 6.77K | 203.45K | -1.61K | -19.19% |
| Dec 31, 2025 | LEGATO CAPITAL MANAGEMENT LLC | 0.08% | 6.9K | 207.32K | 6.9K | +100.00% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.09% | 7.1K | 213.46K | -543 | -7.10% |
| Dec 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.23% | 19.06K | 573.04K | 1.58K | +9.05% |
| Dec 31, 2025 | AMERICAN CENTURY COMPANIES INC | 0.26% | 21.04K | 632.58K | 0 | 0 |
| Dec 31, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.01% | 735 | 22.09K | 169 | +29.86% |
| Dec 31, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 3.24K | 97.42K | 7 | +0.22% |
| Dec 31, 2025 | CWM, LLC | 0.04% | 3.35K | 101K | 66 | +2.01% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.05% | 4.01K | 120.48K | -1.99K | -33.17% |
| Dec 31, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.05% | 4.02K | 120.87K | 0 | 0 |
| Dec 31, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.06% | 5.09K | 152K | 2.3K | +82.45% |
| Dec 31, 2025 | FMR LLC | 0.4% | 32.71K | 983.32K | 4.96K | +17.87% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 0.54% | 44.86K | 1.35M | -4.54K | -9.18% |
| Dec 31, 2025 | CRESSET ASSET MANAGEMENT, LLC | 1.7% | 140.28K | 4.22M | 0 | 0 |
| Dec 31, 2025 | ROTHSCHILD INVESTMENT LLC | 0% | 3 | 90 | 1 | +50.00% |
| Dec 31, 2025 | FOURTHSTONE LLC | 3.7% | 305.4K | 9.18M | 139.55K | +84.14% |
| Dec 31, 2025 | SIENA CAPITAL PARTNERS GP, LLC | 3.92% | 323.19K | 9.72M | -35.41K | -9.87% |
| Dec 31, 2025 | VANGUARD GROUP INC | 4.88% | 402.63K | 12.1M | -1.8K | -0.44% |
| Dec 31, 2025 | HSBC HOLDINGS PLC | 0.28% | 23.51K | 716.21K | 2.14K | +10.00% |
| Dec 31, 2025 | BLACKROCK, INC. | 5.76% | 475.37K | 14.29M | -252 | -0.05% |
| Dec 31, 2025 | LSV ASSET MANAGEMENT | 0.09% | 7.22K | 217K | 0 | 0 |
| Dec 31, 2025 | RHUMBLINE ADVISERS | 0.1% | 8.61K | 258.69K | -1.59K | -15.59% |
| Dec 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.14% | 11.42K | 343.41K | -5.46K | -32.35% |
| Dec 31, 2025 | LOS ANGELES CAPITAL MANAGEMENT LLC | 0.14% | 11.72K | 322.3K | 0 | 0 |
| Dec 31, 2025 | MARTINGALE ASSET MANAGEMENT L P | 0.16% | 12.97K | 389.91K | 1.4K | +12.10% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.17% | 13.78K | 414.08K | 1.3K | +10.42% |
| Dec 31, 2025 | SEIZERT CAPITAL PARTNERS, LLC | 0.17% | 14.19K | 426.58K | 0 | 0 |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.19% | 16.02K | 481.44K | -139 | -0.86% |
| Dec 31, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.21% | 17.13K | 514.9K | 0 | 0 |
| Dec 31, 2025 | SBI SECURITIES CO., LTD. | 0% | 4 | 120 | 0 | 0 |
| Dec 31, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 5 | 151 | -1 | -16.67% |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 10 | 301 | -389 | -97.49% |
| Dec 31, 2025 | UBS ASSET MANAGEMENT AMERICAS INC | 0% | 16 | 481 | 16 | +100.00% |
| Dec 31, 2025 | DEUTSCHE BANK AG\ | 0.04% | 3.54K | 106.38K | -118 | -3.23% |
| Dec 31, 2025 | NUVEEN, LLC | 0.14% | 11.45K | 344.25K | 0 | 0 |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.23% | 19.08K | 573.67K | 2.76K | +16.87% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.26% | 21.13K | 635.26K | -7.46K | -26.10% |
| Dec 31, 2025 | RBF CAPITAL, LLC | 0.36% | 30K | 901.8K | 0 | 0 |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.55% | 45K | 1.35M | -362 | -0.80% |
| Dec 31, 2025 | GAMMA INVESTING LLC | 0% | 135 | 4.06K | -10 | -6.90% |
| Dec 31, 2025 | CITIGROUP INC | 0% | 164 | 4.93K | -675 | -80.45% |
| Sep 30, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.21% | 17.13K | 482.52K | 0 | 0 |
| Sep 30, 2025 | ACADIAN ASSET MANAGEMENT LLC | 0.03% | 2.79K | 76K | 2.79K | +100.00% |
| Sep 30, 2025 | FMR LLC | 0.34% | 27.75K | 781.77K | 7.03K | +33.91% |
| Sep 30, 2025 | MORGAN STANLEY | 0.34% | 28.4K | 800.11K | 1.52K | +5.67% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.35% | 28.6K | 805.55K | 1.14K | +4.14% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.44% | 35.91K | 1.01M | 21.29K | +145.65% |
| Sep 30, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 3.23K | 91.1K | -506 | -13.53% |
| Sep 30, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.02% | 2.06K | 57.95K | -2K | -49.30% |
| Sep 30, 2025 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.02% | 1.37K | 38.59K | 0 | 0 |
| Sep 30, 2025 | ALLWORTH FINANCIAL LP | 0.01% | 1.04K | 29.19K | 19 | +1.87% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.55% | 45.37K | 1.28M | 0 | 0 |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.6% | 49.4K | 1.39M | -2.15K | -4.16% |
| Sep 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.03% | 85.32K | 2.4M | -5.91K | -6.48% |
| Sep 30, 2025 | STATE STREET CORP | 1.19% | 98.42K | 2.77M | -455 | -0.46% |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.62% | 133.85K | 3.77M | 4.73K | +3.66% |
| Sep 30, 2025 | CWM, LLC | 0.04% | 3.28K | 92K | 1K | +43.92% |
| Sep 30, 2025 | DEUTSCHE BANK AG\ | 0.04% | 3.66K | 103.02K | 0 | 0 |
| Sep 30, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.05% | 4.02K | 113.27K | 0 | 0 |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.09% | 7.64K | 215.33K | 15 | +0.20% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.11% | 9.24K | 260.4K | 857 | +10.22% |
| Sep 30, 2025 | RHUMBLINE ADVISERS | 0.12% | 10.2K | 287.22K | -205 | -1.97% |
| Sep 30, 2025 | NUVEEN, LLC | 0.14% | 11.45K | 322.6K | 0 | 0 |
| Sep 30, 2025 | LOS ANGELES CAPITAL MANAGEMENT LLC | 0.14% | 11.72K | 330.15K | 0 | 0 |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.15% | 12.48K | 351.42K | 3.05K | +32.37% |
| Sep 30, 2025 | SEIZERT CAPITAL PARTNERS, LLC | 0.17% | 14.19K | 399.76K | 0 | 0 |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.2% | 16.16K | 455.09K | 269 | +1.69% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.2% | 16.33K | 459.99K | 3.51K | +27.38% |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.2% | 16.89K | 475.71K | 4.5K | +36.36% |
| Sep 30, 2025 | AMERICAN CENTURY COMPANIES INC | 0.26% | 21.04K | 592.81K | 0 | 0 |
| Sep 30, 2025 | HSBC HOLDINGS PLC | 0.26% | 21.38K | 603.63K | 6.34K | +42.15% |
| Sep 30, 2025 | BARCLAYS PLC | 0.34% | 27.66K | 779.27K | 1.87K | +7.27% |
| Sep 30, 2025 | FOURTHSTONE LLC | 2.01% | 165.86K | 4.67M | 24.46K | +17.30% |
| Sep 30, 2025 | BLACKROCK, INC. | 5.77% | 475.62K | 13.4M | 24.97K | +5.54% |
| Sep 30, 2025 | CITIGROUP INC | 0.01% | 839 | 23.63K | -2.13K | -71.69% |
| Sep 30, 2025 | CALDWELL SUTTER CAPITAL, INC. | 0% | 1 | 28 | 0 | 0 |
| Sep 30, 2025 | ROTHSCHILD INVESTMENT LLC | 0% | 2 | 56 | 2 | +100.00% |
| Sep 30, 2025 | SBI SECURITIES CO., LTD. | 0% | 4 | 113 | 0 | 0 |
| Sep 30, 2025 | CLEARSTEAD ADVISORS, LLC | 0% | 4 | 113 | 4 | +100.00% |
| Sep 30, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 6 | 170 | 5 | +500.00% |
| Sep 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 81 | 2.28K | 29 | +55.77% |
| Sep 30, 2025 | HARBOR CAPITAL ADVISORS, INC. | 0% | 88 | 2K | 0 | 0 |
| Sep 30, 2025 | OPTIVER HOLDING B.V. | 0% | 104 | 2.93K | 104 | +100.00% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 118 | 3.32K | 0 | 0 |
| Sep 30, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 126 | 3.55K | 0 | 0 |
| Sep 30, 2025 | GAMMA INVESTING LLC | 0% | 145 | 4.09K | 0 | 0 |
| Sep 30, 2025 | AMALGAMATED BANK | 0% | 227 | 6K | 0 | 0 |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 399 | 11.24K | 399 | +100.00% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.07% | 6K | 168.94K | 1.15K | +23.60% |
| Sep 30, 2025 | LSV ASSET MANAGEMENT | 0.09% | 7.22K | 204K | 4.31K | +147.65% |
| Sep 30, 2025 | MARTINGALE ASSET MANAGEMENT L P | 0.14% | 11.57K | 325.96K | 11.57K | +100.00% |
| Sep 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.21% | 17.48K | 492.44K | 9.74K | +125.91% |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.26% | 21.03K | 592.5K | 850 | +4.21% |
| Sep 30, 2025 | RBF CAPITAL, LLC | 0.36% | 30K | 845.1K | 0 | 0 |
| Sep 30, 2025 | CRESSET ASSET MANAGEMENT, LLC | 1.7% | 140.28K | 3.95M | 0 | 0 |
| Sep 30, 2025 | SIENA CAPITAL PARTNERS GP, LLC | 4.35% | 358.59K | 10.1M | 0 | 0 |
| Sep 30, 2025 | VANGUARD GROUP INC | 4.91% | 404.42K | 11.39M | -8.3K | -2.01% |
| Sep 30, 2025 | UBS GROUP AG | 0.1% | 8.38K | 235.92K | -170 | -1.99% |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.3% | 24.97K | 703.49K | 700 | +2.88% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.95% | 160.46K | 4.52M | -959 | -0.59% |
| Sep 30, 2025 | EMPOWERED FUNDS, LLC | 0.27% | 22.62K | 637.07K | -2.91K | -11.40% |
| Sep 30, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0.01% | 472 | 13.3K | 280 | +145.83% |
| Sep 30, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 556 | 15.66K | 0 | 0 |
| Sep 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.01% | 566 | 15.94K | 566 | +100.00% |
| Sep 30, 2025 | LEGAL & GENERAL GROUP PLC | 0.01% | 634 | 17.86K | 0 | 0 |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 1.02K | 28.73K | 1.02K | +100.00% |
| Sep 30, 2025 | SRS CAPITAL ADVISORS, INC. | 0.01% | 1.12K | 31.52K | 1.12K | +100.00% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.03% | 2.07K | 58K | -3.13K | -60.23% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.03% | 2.71K | 76.28K | 1.5K | +123.43% |
| Jun 30, 2025 | CITIGROUP INC | 0.04% | 2.96K | 80.74K | -2.25K | -43.17% |
| Jun 30, 2025 | BLACKROCK, INC. | 5.47% | 450.65K | 12.28M | -26.29K | -5.51% |
| Jun 30, 2025 | SIENA CAPITAL PARTNERS GP, LLC | 4.35% | 358.59K | 9.77M | 0 | 0 |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.29% | 24.27K | 661.2K | -4K | -14.15% |
| Jun 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.24% | 20.18K | 549.79K | 600 | +3.06% |
| Jun 30, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.21% | 17.13K | 466.59K | 0 | 0 |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.19% | 15.89K | 432.74K | -102 | -0.64% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.18% | 14.62K | 398.22K | -8.05K | -35.50% |
| Jun 30, 2025 | SEIZERT CAPITAL PARTNERS, LLC | 0.17% | 14.19K | 386.56K | -348 | -2.39% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.11% | 9.42K | 256.71K | -1.78K | -15.92% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.1% | 8.64K | 235.35K | -1.46K | -14.43% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.09% | 7.63K | 207.81K | 7.63K | +100.00% |
| Jun 30, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.05% | 4.06K | 110.51K | 0 | 0 |
| Jun 30, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.05% | 4.02K | 109.53K | 0 | 0 |
| Jun 30, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 3.74K | 101.88K | -344 | -8.42% |
| Jun 30, 2025 | DEUTSCHE BANK AG\ | 0.04% | 3.66K | 99.62K | 0 | 0 |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.06% | 5.2K | 142K | 190 | +3.79% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0.06% | 4.85K | 132.17K | -6.2K | -56.10% |
| Jun 30, 2025 | M3F, INC. | 1.38% | 113.84K | 3.1M | -8.6K | -7.02% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.55% | 45.37K | 1.24M | -354 | -0.77% |
| Jun 30, 2025 | RBF CAPITAL, LLC | 0.36% | 30K | 817.2K | 0 | 0 |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0.01% | 1.02K | 27.7K | 9 | +0.89% |
| Jun 30, 2025 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | 494 | 13.46M | 0 | 0 |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 279 | 7.6K | 279 | +100.00% |
| Jun 30, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 192 | 5.23K | 70 | +57.38% |
| Jun 30, 2025 | GAMMA INVESTING LLC | 0% | 145 | 3.95K | 145 | +100.00% |
| Jun 30, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 126 | 3.43K | -11 | -8.03% |
| Jun 30, 2025 | HARBOR CAPITAL ADVISORS, INC. | 0% | 88 | 2K | 0 | 0 |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 52 | 1.42K | 45 | +642.86% |
| Jun 30, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 1 | 28 | -3 | -75.00% |
| Jun 30, 2025 | CALDWELL SUTTER CAPITAL, INC. | 0% | 1 | 27 | 0 | 0 |
| Jun 30, 2025 | NISA INVESTMENT ADVISORS, LLC | 0% | 0 | - | -8 | -100.00% |
| Jun 30, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0% | 0 | - | -32 | -100.00% |
| Jun 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0% | 0 | - | -9.8K | -100.00% |
| Jun 30, 2025 | VALMARK ADVISERS, INC. | 0% | 0 | - | -60.01K | -100.00% |
| Jun 30, 2025 | TWO SIGMA ADVISERS, LP | 0% | 0 | - | -8.4K | -100.00% |
| Jun 30, 2025 | PICTON MAHONEY ASSET MANAGEMENT | 0% | 0 | - | -93 | -100.00% |
| Jun 30, 2025 | SQUAREPOINT OPS LLC | 0% | 0 | - | -8.87K | -100.00% |
| Jun 30, 2025 | COREBRIDGE FINANCIAL, INC. | 0% | 0 | - | -3.34K | -100.00% |
| Jun 30, 2025 | FOURTHSTONE LLC | 1.71% | 141.4K | 3.85M | 37.69K | +36.34% |
| Jun 30, 2025 | CRESSET ASSET MANAGEMENT, LLC | 1.7% | 140.28K | 3.82M | 0 | 0 |
| Jun 30, 2025 | EMPOWERED FUNDS, LLC | 0.31% | 25.52K | 695.27K | -424 | -1.63% |
| Jun 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.26% | 21.12K | 575.26K | 21.12K | +100.00% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.16% | 12.82K | 349.19K | -946 | -6.87% |
| Jun 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.15% | 12.38K | 337.34K | -1.56K | -11.19% |
| Jun 30, 2025 | RHUMBLINE ADVISERS | 0.13% | 10.4K | 283.32K | 3.88K | +59.38% |
| Jun 30, 2025 | AMERICAN CENTURY COMPANIES INC | 0.26% | 21.04K | 573.24K | 0 | 0 |
| Jun 30, 2025 | FMR LLC | 0.25% | 20.73K | 564.55K | 5.18K | +33.29% |
| Jun 30, 2025 | LOS ANGELES CAPITAL MANAGEMENT LLC | 0.14% | 11.72K | 319.25K | 11.72K | +100.00% |
| Jun 30, 2025 | UBS GROUP AG | 0.1% | 8.55K | 232.77K | -1.64K | -16.10% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.1% | 8.39K | 228.46K | 297 | +3.67% |
| Jun 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.09% | 7.74K | 210.78K | 7.74K | +100.00% |
| Jun 30, 2025 | LSV ASSET MANAGEMENT | 0.04% | 2.92K | 79K | 2.92K | +100.00% |
| Jun 30, 2025 | CWM, LLC | 0.03% | 2.28K | 62K | 167 | +7.91% |
| Jun 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.01% | 1.21K | 33.02K | -9.82K | -89.01% |
| Jun 30, 2025 | 0.02% | 1.37K | 37.32K | 0 | 0 | |
| Jun 30, 2025 | VANGUARD GROUP INC | 5.01% | 412.72K | 11.24M | 28.75K | +7.49% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.96% | 161.42K | 4.4M | 2.59K | +1.63% |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.57% | 129.12K | 3.52M | 10.63K | +8.97% |
| Jun 30, 2025 | STATE STREET CORP | 1.2% | 98.87K | 2.69M | 9.47K | +10.59% |
| Jun 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.11% | 91.23K | 2.48M | -1.22K | -1.32% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.63% | 51.54K | 1.4M | -1.05K | -1.99% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.33% | 27.46K | 748.01K | 189 | +0.69% |
| Jun 30, 2025 | MORGAN STANLEY | 0.33% | 26.88K | 732.21K | 1.6K | +6.34% |
| Jun 30, 2025 | BARCLAYS PLC | 0.31% | 25.79K | 702K | 5.11K | +24.72% |
| Jun 30, 2025 | HSBC HOLDINGS PLC | 0.18% | 15.04K | 409.31K | 2.6K | +20.93% |
| Jun 30, 2025 | NUVEEN, LLC | 0.14% | 11.45K | 311.95K | 2.77K | +31.95% |
| Jun 30, 2025 | SIERRA OCEAN, LLC | 0.07% | 5.57K | 151.83K | 0 | 0 |
| Jun 30, 2025 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.02% | 1.37K | 37.32K | 0 | 0 |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.33% | 27.27K | 680.68K | 13.16K | +93.22% |
| Mar 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.34% | 28.27K | 705.69K | 5.68K | +25.12% |
| Mar 31, 2025 | SIENA CAPITAL PARTNERS GP, LLC | 4.36% | 358.59K | 8.95M | 0 | 0 |
| Mar 31, 2025 | VANGUARD GROUP INC | 4.66% | 383.97K | 9.58M | -1.12K | -0.29% |
| Mar 31, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.21% | 17.13K | 427.54K | 17.13K | +100.00% |
| Mar 31, 2025 | SEIZERT CAPITAL PARTNERS, LLC | 0.18% | 14.54K | 362.89K | 0 | 0 |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.19% | 15.99K | 399.07K | 350 | +2.24% |
| Mar 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.24% | 19.58K | 488.79K | -1.19K | -5.72% |
| Mar 31, 2025 | BARCLAYS PLC | 0.25% | 20.68K | 516K | 3.94K | +23.56% |
| Mar 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.17% | 13.95K | 348.07K | 13.95K | +100.00% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.17% | 13.77K | 343.58K | 3.37K | +32.43% |
| Mar 31, 2025 | HSBC HOLDINGS PLC | 0.15% | 12.43K | 313.83K | 3.1K | +33.27% |
| Mar 31, 2025 | DEUTSCHE BANK AG\ | 0.04% | 3.66K | 91.28K | 1.63K | +80.15% |
| Mar 31, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.05% | 4.02K | 100.36K | 0 | 0 |
| Mar 31, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.05% | 4.06K | 101K | 0 | 0 |
| Mar 31, 2025 | EMPOWERED FUNDS, LLC | 0.32% | 25.95K | 647.66K | -9.85K | -27.52% |
| Mar 31, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 4.08K | 101.94K | 156 | +3.97% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.06% | 5.01K | 124K | -548 | -9.86% |
| Mar 31, 2025 | RHUMBLINE ADVISERS | 0.08% | 6.53K | 162.88K | -1.88K | -22.33% |
| Mar 31, 2025 | SQUAREPOINT OPS LLC | 0.11% | 8.87K | 221.35K | 8.87K | +100.00% |
| Mar 31, 2025 | AMERICAN CENTURY COMPANIES INC | 0.26% | 21.04K | 525.26K | 0 | 0 |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.28% | 22.67K | 565.72K | -3.25K | -12.54% |
| Mar 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.12% | 9.8K | 244.56K | -674 | -6.44% |
| Mar 31, 2025 | MORGAN STANLEY | 0.31% | 25.28K | 630.91K | -2.32K | -8.42% |
| Mar 31, 2025 | RBF CAPITAL, LLC | 0.36% | 30K | 748.8K | 0 | 0 |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.56% | 45.72K | 1.14M | 36.43K | +392.29% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.64% | 52.59K | 1.31M | -1.18K | -2.19% |
| Mar 31, 2025 | CITIGROUP INC | 0.06% | 5.22K | 130.19K | -390 | -6.96% |
| Mar 31, 2025 | 0.02% | 1.37K | 34.2K | 0 | 0 | |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.14% | 11.21K | 279.75K | 0 | 0 |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.13% | 11.05K | 275.88K | -12.48K | -53.04% |
| Mar 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.13% | 11.03K | 275.26K | -508 | -4.40% |
| Mar 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.12% | 92.45K | 2.31M | -19.02K | -17.06% |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.44% | 118.49K | 2.96M | 9.52K | +8.73% |
| Mar 31, 2025 | M3F, INC. | 1.49% | 122.44K | 3.06M | 1K | +0.82% |
| Mar 31, 2025 | CRESSET ASSET MANAGEMENT, LLC | 1.7% | 140.28K | 3.5M | 0 | 0 |
| Mar 31, 2025 | BLACKROCK, INC. | 5.79% | 476.94K | 11.9M | 6.35K | +1.35% |
| Mar 31, 2025 | VALMARK ADVISERS, INC. | 0.73% | 60.01K | 1.5M | 1K | +1.69% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.1% | 8.09K | 201.93K | 90 | +1.13% |
| Mar 31, 2025 | COREBRIDGE FINANCIAL, INC. | 0.04% | 3.34K | 83.34K | -49 | -1.45% |
| Mar 31, 2025 | CWM, LLC | 0.03% | 2.11K | 53K | 283 | +15.47% |
| Mar 31, 2025 | STATE STREET CORP | 1.09% | 89.41K | 2.23M | 3.75K | +4.38% |
| Mar 31, 2025 | FOURTHSTONE LLC | 1.26% | 103.71K | 2.59M | 103.71K | +100.00% |
| Mar 31, 2025 | UBS GROUP AG | 0.12% | 10.19K | 254.22K | 309 | +3.13% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.12% | 10.1K | 252.02K | 10.1K | +100.00% |
| Mar 31, 2025 | TWO SIGMA ADVISERS, LP | 0.1% | 8.4K | 209.66K | 0 | 0 |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 1.93% | 158.83K | 3.96M | 3.57K | +2.30% |
| Mar 31, 2025 | FMR LLC | 0.19% | 15.55K | 388.1K | -206.42K | -93.00% |
| Mar 31, 2024 | STATE STREET CORP | 1.03% | 84.48K | 2.09M | 1.09K | +1.31% |
| Mar 31, 2024 | PRINCIPAL SECURITIES, INC. | 0% | 182 | 4.51K | 0 | 0 |
| Mar 31, 2024 | AMALGAMATED BANK | 0% | 227 | 6K | -360 | -61.33% |
| Mar 31, 2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 293 | 7.26K | -269 | -47.86% |
| Mar 31, 2024 | METROPOLITAN LIFE INSURANCE CO/NY | 0% | 378 | 9.37K | 0 | 0 |
| Mar 31, 2024 | AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 556 | 13.78K | 0 | 0 |
| Mar 31, 2024 | LEGAL & GENERAL GROUP PLC | 0.01% | 634 | 15.71K | 0 | 0 |
| Mar 31, 2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | 677 | 16.78K | -431 | -38.90% |
| Mar 31, 2024 | ALLWORTH FINANCIAL LP | 0.01% | 1.01K | 24.98K | 0 | 0 |
| Mar 31, 2024 | CITIGROUP INC | 0.02% | 1.36K | 33.7K | 386 | +39.63% |
| Mar 31, 2024 | CWM, LLC | 0.02% | 1.73K | 43K | 2 | +0.12% |
| Mar 31, 2024 | AMERICAN INTERNATIONAL GROUP, INC. | 0.04% | 3.32K | 82.22K | -29 | -0.87% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.04% | 3.4K | 84.15K | -4.32K | -56.00% |
| Mar 31, 2024 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.04% | 3.64K | 90.27K | 0 | 0 |
| Mar 31, 2024 | NEW YORK STATE COMMON RETIREMENT FUND | 0.05% | 4.06K | 100K | 0 | 0 |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.06% | 4.69K | 117K | -254 | -5.13% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.08% | 6.38K | 158.05K | -696 | -9.84% |
| Mar 31, 2024 | RHUMBLINE ADVISERS | 0.09% | 6.99K | 173.11K | 337 | +5.07% |
| Mar 31, 2024 | BARCLAYS PLC | 0.09% | 7.11K | 176K | -4.52K | -38.85% |
| Mar 31, 2024 | MRAZ, AMERINE & ASSOCIATES, INC. | 0.1% | 8.34K | 206.59K | 0 | 0 |
| Mar 31, 2024 | TWO SIGMA ADVISERS, LP | 0.1% | 8.5K | 210.63K | 1K | +13.33% |
| Mar 31, 2024 | NUVEEN ASSET MANAGEMENT, LLC | 0.12% | 9.84K | 243.93K | 1.33K | +15.59% |
| Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.12% | 10.1K | 250.28K | 0 | 0 |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.12% | 10.11K | 250.48K | 10.11K | +100.00% |
| Mar 31, 2024 | INVESCO LTD. | 0.13% | 10.98K | 272.04K | -408 | -3.58% |
| Mar 31, 2024 | FIRST TRUST ADVISORS LP | 0.28% | 22.68K | 562.06K | 159 | +0.71% |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.28% | 23.17K | 574.03K | -2.7K | -10.43% |
| Mar 31, 2024 | GSA CAPITAL PARTNERS LLP | 0.15% | 12.66K | 314K | 12.66K | +100.00% |
| Mar 31, 2024 | UBS GROUP AG | 0.16% | 12.78K | 316.74K | -646 | -4.81% |
| Mar 31, 2024 | TWO SIGMA INVESTMENTS, LP | 0.16% | 13.32K | 329.95K | -2.1K | -13.62% |
| Mar 31, 2024 | MORGAN STANLEY | 0.18% | 15.08K | 373.78K | -2.96K | -16.39% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.19% | 15.8K | 391.57K | -25 | -0.16% |
| Mar 31, 2024 | BNP PARIBAS ARBITRAGE, SNC | 0.2% | 16.41K | 406.69K | 5.05K | +44.42% |
| Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.23% | 19.1K | 473.35K | 0 | 0 |
| Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0.25% | 20.12K | 498.53K | 20.12K | +100.00% |
| Mar 31, 2024 | AMERICAN CENTURY COMPANIES INC | 0.26% | 21.04K | 521.47K | 0 | 0 |
| Mar 31, 2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.29% | 106.07K | 2.63M | 4.25K | +4.17% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 1.46% | 119.74K | 2.97M | 6.21K | +5.47% |
| Mar 31, 2024 | M3F, INC. | 1.61% | 132.25K | 3.28M | 0 | 0 |
| Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 1.75% | 143.16K | 3.55M | 4.1K | +2.95% |
| Mar 31, 2024 | FMR LLC | 2.61% | 214.08K | 5.3M | -74 | -0.03% |
| Mar 31, 2024 | SIENA CAPITAL PARTNERS GP, LLC | 4.37% | 358.59K | 8.89M | 0 | 0 |
| Mar 31, 2024 | VANGUARD GROUP INC | 4.6% | 376.84K | 9.34M | 6.78K | +1.83% |
| Mar 31, 2024 | BLACKROCK INC. | 4.6% | 377.58K | 9.36M | -11.51K | -2.96% |
| Mar 31, 2024 | WEST TOWER GROUP, LLC | 0% | 0 | - | -106 | -100.00% |
| Mar 31, 2024 | SG AMERICAS SECURITIES, LLC | 0% | 0 | - | -3.66K | -100.00% |
| Mar 31, 2024 | CALDWELL SUTTER CAPITAL, INC. | 0% | 1 | 25 | 0 | 0 |
| Mar 31, 2024 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 8 | 198 | -10 | -55.56% |
| Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0% | 11 | 273 | 11 | +100.00% |
| Mar 31, 2024 | COVESTOR LTD | 0% | 55 | 1K | 38 | +223.53% |
| Mar 31, 2024 | RBF CAPITAL, LLC | 0.37% | 30K | 743.4K | 0 | 0 |
| Mar 31, 2024 | EMPOWERED FUNDS, LLC | 0.41% | 33.61K | 832.81K | 2.45K | +7.86% |
| Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.49% | 39.87K | 988K | -7.8K | -16.36% |
| Mar 31, 2024 | NORTHERN TRUST CORP | 0.69% | 56.67K | 1.4M | -125 | -0.22% |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 1.08% | 88.33K | 2.19M | 4.77K | +5.71% |
| Mar 31, 2024 | BANC FUNDS CO LLC | 1.28% | 104.89K | 2.6M | -19.26K | -15.52% |
| Dec 31, 2023 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.04% | 3.64K | 109.11K | 0 | 0 |
| Dec 31, 2023 | AMERICAN INTERNATIONAL GROUP, INC. | 0.04% | 3.35K | 100.24K | -13 | -0.39% |
| Dec 31, 2023 | CWM, LLC | 0.02% | 1.73K | 52K | 0 | 0 |
| Dec 31, 2023 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | 1.11K | 33.19K | -377 | -25.39% |
| Dec 31, 2023 | ALLWORTH FINANCIAL LP | 0.01% | 1.01K | 30.19K | 0 | 0 |
| Dec 31, 2023 | CITIGROUP INC | 0.01% | 974 | 29.17K | 958 | +5,987.50% |
| Dec 31, 2023 | LEGAL & GENERAL GROUP PLC | 0.01% | 634 | 18.99K | 0 | 0 |
| Dec 31, 2023 | AMALGAMATED BANK | 0.01% | 587 | 18K | -68 | -10.38% |
| Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 562 | 16.83K | -43 | -7.11% |
| Dec 31, 2023 | AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 556 | 16.65K | 0 | 0 |
| Dec 31, 2023 | METROPOLITAN LIFE INSURANCE CO/NY | 0% | 378 | 11.32K | 0 | 0 |
| Dec 31, 2023 | 0% | 182 | 5.45K | 182 | +100.00% | |
| Dec 31, 2023 | WEST TOWER GROUP, LLC | 0% | 106 | 3.18K | -30 | -22.06% |
| Dec 31, 2023 | RUSSELL INVESTMENTS GROUP, LTD. | 0% | 18 | 539 | 9 | +100.00% |
| Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.23% | 19.1K | 572.11K | 0 | 0 |
| Dec 31, 2023 | AMERICAN CENTURY COMPANIES INC | 0.26% | 21.04K | 630.27K | 1.59K | +8.17% |
| Dec 31, 2023 | BLACKROCK INC. | 4.75% | 389.09K | 11.65M | 58.34K | +17.64% |
| Dec 31, 2023 | FIRST TRUST ADVISORS LP | 0.27% | 22.52K | 674.56K | 4.75K | +26.71% |
| Dec 31, 2023 | VANGUARD GROUP INC | 4.51% | 370.06K | 11.08M | 1.04K | +0.28% |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.32% | 25.86K | 774.54K | 6.36K | +32.62% |
| Dec 31, 2023 | RBF CAPITAL, LLC | 0.37% | 30K | 898.5K | 0 | 0 |
| Dec 31, 2023 | EMPOWERED FUNDS, LLC | 0.38% | 31.16K | 933.18M | 2.69K | +9.44% |
| Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0.58% | 47.67K | 1.43M | -456 | -0.95% |
| Dec 31, 2023 | NORTHERN TRUST CORP | 0.69% | 56.79K | 1.7M | 2.56K | +4.73% |
| Dec 31, 2023 | STATE STREET CORP | 1.02% | 83.38K | 2.5M | 3.62K | +4.54% |
| Dec 31, 2023 | SIENA CAPITAL PARTNERS GP, LLC | 4.37% | 358.59K | 10.74M | 0 | 0 |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 1.02% | 83.56K | 2.5M | 0 | 0 |
| Dec 31, 2023 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.24% | 101.82K | 3.05M | -466 | -0.46% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 1.39% | 113.53K | 3.4M | 108.7K | +2,250.09% |
| Dec 31, 2023 | BANC FUNDS CO LLC | 1.51% | 124.15K | 3.72M | -14.13K | -10.22% |
| Dec 31, 2023 | FMR LLC | 2.61% | 214.15K | 6.41M | 70 | +0.03% |
| Dec 31, 2023 | M3F, INC. | 1.61% | 132.25K | 3.96M | -8.91K | -6.31% |
| Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 1.7% | 139.06K | 4.17M | 3.57K | +2.64% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0.19% | 15.83K | 474.02K | -5.07K | -24.27% |
| Dec 31, 2023 | MORGAN STANLEY | 0.22% | 18.04K | 540.3K | 9.35K | +107.55% |
| Dec 31, 2023 | TWO SIGMA INVESTMENTS, LP | 0.19% | 15.42K | 461.68K | 3.62K | +30.68% |
| Dec 31, 2023 | UBS GROUP AG | 0.16% | 13.43K | 402.17K | 3.67K | +37.62% |
| Dec 31, 2023 | BARCLAYS PLC | 0.14% | 11.62K | 348K | 7.95K | +216.10% |
| Dec 31, 2023 | INVESCO LTD. | 0.14% | 11.39K | 341.01K | 663 | +6.18% |
| Dec 31, 2023 | BNP PARIBAS ARBITRAGE, SNC | 0.14% | 11.36K | 340.35K | 4.62K | +68.41% |
| Dec 31, 2023 | CETERA ADVISOR NETWORKS LLC | 0.12% | 10.1K | 302.5K | 0 | 0 |
| Dec 31, 2023 | NUVEEN ASSET MANAGEMENT, LLC | 0.1% | 8.52K | 255.05K | 0 | 0 |
| Dec 31, 2023 | MRAZ, AMERINE & ASSOCIATES, INC. | 0.1% | 8.34K | 249.69K | -1.02K | -10.85% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.09% | 7.72K | 231.18K | -2.53K | -24.65% |
| Dec 31, 2023 | TWO SIGMA ADVISERS, LP | 0.09% | 7.5K | 224.63K | 7.5K | +100.00% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.09% | 7.07K | 211.87K | 411 | +6.17% |
| Dec 31, 2023 | RHUMBLINE ADVISERS | 0.08% | 6.65K | 199.13K | -264 | -3.82% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.06% | 4.95K | 148K | 3.82K | +337.79% |
| Dec 31, 2023 | NEW YORK STATE COMMON RETIREMENT FUND | 0.05% | 4.06K | 121K | 0 | 0 |
| Dec 31, 2023 | SG AMERICAS SECURITIES, LLC | 0.04% | 3.66K | 110K | 3.66K | +100.00% |
Among the OVLY insiders holding of 18.65% of the stake in company, COURTNEY CHRISTOPHER M., CEO, holds the largest shares of 236.26K. GILBERT JAMES L, director, is the second largest OVLY insider with ownership of 155.89K shares. MARTIN RONALD C., director, stands third with possession of 153.45K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| COURTNEY CHRISTOPHER M. | CEO | 236.26K |
| GILBERT JAMES L | director | 155.89K |
| MARTIN RONALD C. | director | 153.45K |
| HOLDER H RANDOLPH JR | director | 152.68K |
| PELTON JANET S | director | 65K |
| LEONARD DANIEL J | director | 62.22K |
| WITHROW TERRANCE P | director | 31.92K |
| BARTON DON | director | 31.1K |
| GHAN CATHY | EVP Commercial Real Estate | 26.17K |
| HAIDLEN ERICH A | director | 22.77K |
| DICKERSON LYNN | director | 19.81K |
| STRONG GARY | director | 12.84K |
| LAFFERTY ALLISON | director | 8.24K |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Feb 27, 2026 | LAFFERTY ALLISON | PURCHASE | 32.51 | 322 | 10.47K | 8.24K |
| Feb 13, 2026 | WITHROW TERRANCE P | PURCHASE | 33.64 | 297 | 9.99K | 31.92K |
| Feb 13, 2026 | HAIDLEN ERICH A | PURCHASE | 33.62 | 71 | 2.39K | 22.77K |
| Jan 12, 2026 | BARTON DON | SALE | 30.25 | 375 | 11.34K | 31.1K |
| Dec 12, 2025 | BARTON DON | SALE | 30.29 | 375 | 11.36K | 31.48K |
| Nov 25, 2025 | LAFFERTY ALLISON | PURCHASE | 28.35 | 6 | 170.1 | 7.44K |
| Nov 12, 2025 | BARTON DON | SALE | 28.69 | 375 | 10.76K | 31.85K |
| Oct 28, 2025 | STRONG GARY | PURCHASE | 27.50 | 1K | 27.5K | 12.84K |
| Sep 12, 2025 | BARTON DON | SALE | 28.80 | 375 | 10.8K | 32.6K |
| Aug 14, 2025 | LAFFERTY ALLISON | PURCHASE | 27.68 | 312 | 8.64K | 7.22K |
| Aug 12, 2025 | BARTON DON | SALE | 27.94 | 375 | 10.48K | 32.98K |
| Aug 08, 2025 | WITHROW TERRANCE P | PURCHASE | 26.88 | 294 | 7.9K | 31.62K |
| Aug 08, 2025 | HAIDLEN ERICH A | PURCHASE | 27.24 | 71 | 1.93K | 22.61K |
| Aug 01, 2025 | LAFFERTY ALLISON | PURCHASE | 26.46 | 165 | 4.37K | 6.91K |
| Aug 01, 2025 | LEONARD DANIEL J | PURCHASE | 26.20 | 1K | 26.2K | 62.22K |
| Jul 30, 2025 | HOLDER H RANDOLPH JR | PURCHASE | 27.00 | 500 | 13.5K | 152.68K |
| Jul 14, 2025 | BARTON DON | SALE | 28.63 | 375 | 10.74K | 33.35K |
| Jun 12, 2025 | BARTON DON | SALE | 26.11 | 375 | 9.79K | 33.73K |
| May 27, 2025 | HOLDER H RANDOLPH JR | PURCHASE | 24.83 | 2K | 49.66K | 152.18K |
| May 12, 2025 | BARTON DON | SALE | 26.68 | 5 | 133.4 | 34.1K |
| May 01, 2025 | PELTON JANET S | PURCHASE | 26.19 | 349 | 9.14K | 65K |
| Apr 30, 2025 | PELTON JANET S | PURCHASE | 25.87 | 398 | 10.3K | 64.65K |
| Apr 29, 2025 | PELTON JANET S | PURCHASE | 25.76 | 1.48K | 38.12K | 64.25K |
| Apr 28, 2025 | BARTON DON | SALE | 24.90 | 400 | 9.96K | 34.48K |
| Apr 28, 2025 | PELTON JANET S | PURCHASE | 24.73 | 2.77K | 68.57K | 62.77K |
| Apr 24, 2025 | COURTNEY CHRISTOPHER M. | PURCHASE | 24.52 | 355 | 8.7K | 236.26K |
| Apr 23, 2025 | LAFFERTY ALLISON | PURCHASE | 25.25 | 125 | 3.16K | 6.46K |
| Apr 14, 2025 | BARTON DON | SALE | 24.01 | 1 | 24.01 | 34.88K |
| Mar 12, 2025 | BARTON DON | SALE | 24.52 | 1 | 24.52 | 35.5K |
| Feb 25, 2025 | HOLDER H RANDOLPH JR | PURCHASE | 27.00 | 150 | 4.05K | 150.18K |
| Feb 14, 2025 | WITHROW TERRANCE P | PURCHASE | 28.06 | 278 | 7.8K | 31.33K |
| Feb 12, 2025 | BARTON DON | SALE | 27.79 | 1 | 27.79 | 35.63K |
| Feb 10, 2025 | HOLDER H RANDOLPH JR | PURCHASE | 25.00 | 2.39K | 59.83K | 150.03K |
| Feb 07, 2025 | LEONARD DANIEL J | PURCHASE | 25.00 | 1K | 25K | 61.22K |
| Feb 06, 2025 | LAFFERTY ALLISON | PURCHASE | 25.49 | 381 | 9.71K | 6.33K |
| Jan 29, 2025 | HOLDER H RANDOLPH JR | PURCHASE | 25.97 | 6K | 155.84K | 147.63K |
| Jan 08, 2025 | STRONG GARY | PURCHASE | 27.17 | 1K | 27.17K | 11.84K |
| Aug 21, 2024 | LAFFERTY ALLISON | PURCHASE | 25.00 | 100 | 2.5K | 5.95K |
| Aug 09, 2024 | WITHROW TERRANCE P | PURCHASE | 26.22 | 221 | 5.79K | 31.05K |
| Aug 05, 2024 | STRONG GARY | PURCHASE | 24.50 | 700 | 17.15K | 10.84K |
| Aug 05, 2024 | LEONARD DANIEL J | PURCHASE | 25.50 | 1K | 25.5K | 60.22K |
| Jun 03, 2024 | LAFFERTY ALLISON | PURCHASE | 23.50 | 100 | 2.35K | 5.85K |
| May 28, 2024 | STRONG GARY | PURCHASE | 24.00 | 695 | 16.68K | 10.14K |
| May 24, 2024 | STRONG GARY | PURCHASE | 24.00 | 1 | 24 | 9.45K |
| May 21, 2024 | STRONG GARY | PURCHASE | 24.00 | 1 | 24 | 9.45K |
| May 20, 2024 | STRONG GARY | PURCHASE | 24.00 | 3 | 72 | 9.45K |
| May 13, 2024 | MARTIN RONALD C. | SALE | 24.84 | 500 | 12.42K | 153.45K |
| Feb 28, 2024 | HOLDER H RANDOLPH JR | PURCHASE | 24.54 | 50 | 1.23K | 141.63K |
| Feb 27, 2024 | STRONG GARY | PURCHASE | 24.00 | 1K | 24K | 9.44K |
| Feb 27, 2024 | HOLDER H RANDOLPH JR | PURCHASE | 24.13 | 100 | 2.41K | 142.58K |
| Feb 26, 2024 | HOLDER H RANDOLPH JR | PURCHASE | 24.74 | 21 | 519.54 | 142.48K |
| Feb 26, 2024 | LEONARD DANIEL J | PURCHASE | 24.00 | 1K | 24K | 59.22K |
| Feb 21, 2024 | HOLDER H RANDOLPH JR | PURCHASE | 24.51 | 175 | 4.29K | 142.46K |
| Feb 14, 2024 | STRONG GARY | PURCHASE | 25.00 | 250 | 6.25K | 8.44K |
| Feb 13, 2024 | COURTNEY CHRISTOPHER M. | PURCHASE | 26.53 | 400 | 10.61K | 220.59K |
| Feb 12, 2024 | GILBERT JAMES L | PURCHASE | 25.63 | 48 | 1.23K | 155.89K |
| Feb 12, 2024 | WITHROW TERRANCE P | PURCHASE | 25.63 | 225 | 5.76K | 30.83K |
| Feb 06, 2024 | STRONG GARY | PURCHASE | 25.00 | 1.2K | 30K | 8.19K |
| Feb 05, 2024 | HOLDER H RANDOLPH JR | PURCHASE | 25.00 | 2.5K | 62.5K | 142.29K |
| Jan 31, 2024 | LEONARD DANIEL J | PURCHASE | 26.99 | 1K | 26.99K | 58.22K |
| Nov 29, 2023 | STRONG GARY | PURCHASE | 25.00 | 1K | 25K | 6.99K |
| Nov 09, 2023 | MARTIN RONALD C. | SALE | 25.65 | 604 | 15.49K | 154.45K |
| Nov 08, 2023 | MARTIN RONALD C. | SALE | 25.65 | 396 | 10.16K | 155.05K |
| Aug 30, 2023 | LEONARD DANIEL J | PURCHASE | 24.30 | 1K | 24.3K | 57.22K |
| Aug 29, 2023 | MARTIN RONALD C. | SALE | 23.75 | 20.32K | 482.53K | 155.45K |
| Aug 29, 2023 | STRONG GARY | PURCHASE | 24.00 | 878 | 21.07K | 5.99K |
| Aug 28, 2023 | MARTIN RONALD C. | SALE | 24.50 | 500 | 12.25K | 187.45K |
| Aug 23, 2023 | STRONG GARY | PURCHASE | 25.00 | 1K | 25K | 5.11K |
| Aug 23, 2023 | HOLDER H RANDOLPH JR | PURCHASE | 25.00 | 1K | 25K | 139.79K |
| Aug 22, 2023 | HOLDER H RANDOLPH JR | PURCHASE | 25.78 | 30 | 773.37 | 138.79K |
| Aug 18, 2023 | MARTIN RONALD C. | SALE | 26.55 | 237 | 6.29K | 188.45K |
| Aug 15, 2023 | MARTIN RONALD C. | SALE | 26.50 | 13 | 344.5 | 188.68K |
| Aug 14, 2023 | WITHROW TERRANCE P | PURCHASE | 26.76 | 152 | 4.07K | 30.6K |
| Aug 14, 2023 | GILBERT JAMES L | PURCHASE | 26.79 | 33 | 884.07 | 155.84K |
| May 31, 2023 | HOLDER H RANDOLPH JR | PURCHASE | 23.03 | 5K | 115.15K | 138.76K |
| May 11, 2023 | STRONG GARY | PURCHASE | 23.00 | 500 | 11.5K | 4.11K |
| May 10, 2023 | DICKERSON LYNN | PURCHASE | 24.00 | 2.03K | 48.72K | 19.81K |
| May 04, 2023 | STRONG GARY | PURCHASE | 23.00 | 614 | 14.12K | 3.61K |
| May 03, 2023 | STRONG GARY | PURCHASE | 24.00 | 1K | 24K | 3K |
| May 01, 2023 | STRONG GARY | PURCHASE | 25.46 | 1K | 25.47K | 2K |
| Feb 27, 2023 | BARTON DON | PURCHASE | 27.75 | 1.19K | 33.02K | 35K |
| Feb 24, 2023 | HOLDER H RANDOLPH JR | PURCHASE | 27.56 | 175 | 4.82K | 128.73K |
| Feb 23, 2023 | BARTON DON | PURCHASE | 27.35 | 1K | 27.35K | 36K |
| Feb 22, 2023 | DICKERSON LYNN | PURCHASE | 27.50 | 1.8K | 49.5K | 17.78K |
| Feb 13, 2023 | WITHROW TERRANCE P | PURCHASE | 27.35 | 148 | 4.05K | 30.45K |
| Feb 13, 2023 | GILBERT JAMES L | PURCHASE | 27.35 | 32 | 875.19 | 155.81K |
| Feb 10, 2023 | DICKERSON LYNN | PURCHASE | 27.31 | 94 | 2.57K | 20K |
| Dec 21, 2022 | HOLDER H RANDOLPH JR | PURCHASE | 20.75 | 725 | 15.04K | 129.28K |
| Nov 09, 2022 | LAFFERTY ALLISON | PURCHASE | 19.53 | 200 | 3.91K | 5.75K |
| Nov 09, 2022 | DICKERSON LYNN | PURCHASE | 19.00 | 711 | 13.51K | 15.98K |
| Nov 08, 2022 | DICKERSON LYNN | PURCHASE | 19.00 | 1.19K | 22.59K | 15.27K |
| Aug 15, 2022 | HOLDER H RANDOLPH JR | PURCHASE | 18.47 | 83 | 1.53K | 128.55K |
| Aug 15, 2022 | GILBERT JAMES L | PURCHASE | 18.47 | 44 | 812.68 | 155.78K |
| Aug 12, 2022 | DICKERSON LYNN | PURCHASE | 18.32 | 100 | 1.83K | 19.91K |
| Jul 27, 2022 | DICKERSON LYNN | PURCHASE | 18.00 | 83 | 1.49K | 12.16K |
| Jun 06, 2022 | LAFFERTY ALLISON | PURCHASE | 17.34 | 453 | 7.86K | 5.55K |
| May 31, 2022 | LEONARD DANIEL J | PURCHASE | 16.86 | 84 | 1.42K | 56.78K |
| May 27, 2022 | LEONARD DANIEL J | PURCHASE | 16.77 | 100 | 1.68K | 56.7K |
| May 23, 2022 | LEONARD DANIEL J | PURCHASE | 17.00 | 107 | 1.82K | 56.6K |
| May 18, 2022 | LEONARD DANIEL J | PURCHASE | 17.08 | 120 | 2.05K | 56.39K |
| May 17, 2022 | LAFFERTY ALLISON | PURCHASE | 17.43 | 200 | 3.49K | 5.1K |
| May 09, 2022 | HOLDER H RANDOLPH JR | PURCHASE | 17.25 | 5K | 86.25K | 128.47K |
| Apr 28, 2022 | DICKERSON LYNN | PURCHASE | 17.71 | 1K | 17.71K | 12.08K |
| Apr 27, 2022 | STRONG GARY | PURCHASE | 17.76 | 500 | 8.88K | 1K |
| Apr 26, 2022 | LEONARD DANIEL J | PURCHASE | 17.73 | 100 | 1.77K | 56.16K |
| Feb 23, 2022 | GILBERT JAMES L | SALE | 19.00 | 1.4K | 26.6K | 155.41K |
| Feb 18, 2022 | DICKERSON LYNN | PURCHASE | 19.22 | 678 | 13.03K | 11K |
| Feb 17, 2022 | DICKERSON LYNN | PURCHASE | 19.00 | 224 | 4.26K | 10.32K |
| Feb 14, 2022 | GILBERT JAMES L | PURCHASE | 19.27 | 245 | 4.72K | 156.81K |
| Feb 11, 2022 | DICKERSON LYNN | PURCHASE | 19.48 | 77 | 1.5K | 11.08K |
| Feb 02, 2022 | MARTIN RONALD C. | SALE | 18.25 | 1K | 18.25K | 188.7K |
| Jan 31, 2022 | DICKERSON LYNN | PURCHASE | 17.85 | 98 | 1.75K | 10.1K |
| Nov 29, 2021 | LEONARD DANIEL J | PURCHASE | 17.72 | 1K | 17.72K | 55.81K |
| Nov 24, 2021 | DICKERSON LYNN | PURCHASE | 17.53 | 38 | 666.14 | 9.04K |
| Nov 19, 2021 | STRONG GARY | PURCHASE | 18.11 | 500 | 9.06K | 500 |
| Oct 28, 2021 | LAFFERTY ALLISON | PURCHASE | 17.40 | 200 | 3.48K | 4.9K |
| Oct 28, 2021 | HOLDER H RANDOLPH JR | PURCHASE | 17.50 | 5K | 87.5K | 123.47K |
| Oct 26, 2021 | BARTON DON | PURCHASE | 17.68 | 11 | 194.43 | 31.56K |
| Oct 26, 2021 | DICKERSON LYNN | PURCHASE | 17.69 | 631 | 11.17K | 9K |
| Aug 31, 2021 | HOLDER H RANDOLPH JR | PURCHASE | 17.50 | 1.21K | 21.14K | 118.47K |
| Aug 26, 2021 | LAFFERTY ALLISON | PURCHASE | 17.50 | 500 | 8.75K | 4.7K |
| Aug 26, 2021 | HOLDER H RANDOLPH JR | PURCHASE | 17.50 | 1.29K | 22.61K | 117.26K |
| Aug 18, 2021 | HOLDER H RANDOLPH JR | PURCHASE | 18.69 | 52 | 971.88 | 115.97K |
| Aug 16, 2021 | GILBERT JAMES L | PURCHASE | 17.96 | 253 | 4.54K | 156.56K |
| Jul 26, 2021 | DICKERSON LYNN | PURCHASE | 17.17 | 3K | 51.51K | 8.37K |
| Jul 22, 2021 | LEONARD DANIEL J | PURCHASE | 17.45 | 125 | 2.18K | 54.81K |
| Jun 22, 2021 | LEONARD DANIEL J | PURCHASE | 18.14 | 125 | 2.27K | 54.68K |
| May 28, 2021 | PELTON JANET S | PURCHASE | 18.97 | 5K | 94.84K | 61K |
| May 24, 2021 | LEONARD DANIEL J | PURCHASE | 18.01 | 125 | 2.25K | 54.56K |
| May 17, 2021 | DICKERSON LYNN | PURCHASE | 17.54 | 300 | 5.26K | 5.37K |
| May 12, 2021 | MARTIN RONALD C. | SALE | 17.26 | 1K | 17.26K | 190.7K |
| May 12, 2021 | HOLDER H RANDOLPH JR | PURCHASE | 17.51 | 100 | 1.75K | 115.92K |
| Apr 28, 2021 | LAFFERTY ALLISON | PURCHASE | 17.78 | 231 | 4.11K | 3.6K |
| Apr 27, 2021 | COURTNEY CHRISTOPHER M. | PURCHASE | 17.74 | 393 | 6.97K | 207.67K |
| Apr 22, 2021 | LEONARD DANIEL J | PURCHASE | 16.93 | 125 | 2.12K | 54.43K |
| Mar 22, 2021 | LEONARD DANIEL J | PURCHASE | 18.30 | 20 | 366 | 54.31K |
| Mar 05, 2021 | GHAN CATHY | SALE | 18.00 | 200 | 3.6K | 26.17K |
| Feb 24, 2021 | GHAN CATHY | SALE | 16.75 | 200 | 3.35K | 26.57K |