Oak Valley Bancorp - OVLY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 427,315 | 13,857 | 0.0% | 0.0% | 1 | -48,054 | -10.11% | Q1 2026 | May 13, 2026 |
| Fourthstone LLC | History | Added to | 411,189 | 13,334 | 2.26% | 1.72% | 2 | +105,788 | 34.64% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 402,627 | 12,102 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 323,187 | 10,480 | 2.72% | 2.61% | 4 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 318,507 | 10,329 | 0.0% | — | 5 | +318,507 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 158,145 | 5,128 | 0.0% | 0.0% | 6 | +15,865 | 11.15% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 156,344 | 5,071 | 0.0% | 0.0% | 7 | -3,237 | -2.03% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 140,282 | 4,549 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 106,149 | 3,442 | 0.0% | 0.0% | 9 | +6,924 | 6.98% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 56,279 | 1,825 | 0.04% | 0.04% | 10 | -2,000 | -3.43% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 49,287 | 1,598 | 0.0% | 0.0% | 11 | +4,428 | 9.87% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 47,721 | 1,547 | 0.0% | 0.0% | 12 | +4,824 | 11.25% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 45,014 | 1,459 | 0.0% | 0.0% | 13 | +11 | 0.02% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 43,179 | 1,400 | 0.0% | — | 14 | +43,179 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 39,472 | 1,280 | 0.0% | — | 15 | +39,472 | New | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 35,375 | 1,147 | 0.0% | 0.0% | 16 | +10,602 | 42.8% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 32,729 | 1,061 | 0.0% | 0.0% | 17 | +17 | 0.05% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 972 | 0.05% | 0.04% | 18 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MORGAN STANLEY | History | Reduced | 24,490 | 794 | 0.0% | 0.0% | 19 | -6,282 | -20.41% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 23,519 | 762 | 0.0% | 0.0% | 20 | +22,118 | 1578.73% | Q1 2026 | Apr 30, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 22,529 | 730 | 0.0% | 0.0% | 21 | +1,485 | 7.06% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 21,501 | 700 | 0.0% | 0.0% | 22 | -2,012 | -8.56% | Q1 2026 | Apr 30, 2026 |
| Empowered Funds, LLC | History | New | 20,615 | 668 | 0.0% | — | 23 | +20,615 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 19,622 | 636 | 0.0% | 0.0% | 24 | +559 | 2.93% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 19,307 | 626 | 0.0% | 0.0% | 25 | +223 | 1.17% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 18,235 | 591 | 0.0% | 0.0% | 26 | -1,630 | -8.21% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 17,879 | 579 | 0.0% | 0.0% | 27 | -10,715 | -37.47% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 17,129 | 555 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 16,009 | 519 | 0.0% | 0.0% | 29 | -7 | -0.04% | Q1 2026 | May 05, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 14,191 | 460 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 13,966 | 452 | 0.01% | 0.01% | 31 | +995 | 7.67% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 12,275 | 398 | 0.0% | 0.0% | 32 | -1,500 | -10.89% | Q1 2026 | May 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 11,570 | 373 | 0.0% | 0.0% | 33 | +6,485 | 127.53% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | No change | 11,452 | 371 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Curi Capital, LLC | History | New | 10,891 | 353 | 0.01% | — | 35 | +10,891 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 9,534 | 309 | 0.0% | 0.0% | 36 | -1,890 | -16.54% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 8,621 | 279 | 0.0% | 0.0% | 37 | +15 | 0.17% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,609 | 246 | 0.0% | 0.0% | 38 | -13,524 | -63.99% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | No change | 6,897 | 223 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,583 | 213 | 0.0% | 0.0% | 40 | -5,084 | -43.58% | Q1 2026 | May 11, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 6,200 | 201 | 0.0% | 0.0% | 41 | -1,024 | -14.17% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 6,007 | 194 | 0.0% | 0.0% | 42 | +2,468 | 69.74% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 5,986 | 194 | 0.0% | 0.0% | 43 | -782 | -11.55% | Q1 2026 | May 05, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,021 | 130 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,645 | 118 | 0.0% | 0.0% | 45 | +773 | 26.92% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 3,375 | 109 | 0.0% | 0.0% | 46 | +29 | 0.87% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,309 | 107 | 0.0% | 0.0% | 47 | +68 | 2.1% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,783 | 89 | 0.0% | 0.0% | 48 | -1,225 | -30.56% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,515 | 81 | 0.0% | 0.0% | 49 | +2,112 | 524.07% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 2,201 | 71 | 0.0% | — | 50 | +2,201 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,057 | 66 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,644 | 53 | 0.0% | 0.0% | 52 | -528 | -24.31% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,370 | 44 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Added to | 1,043 | 33 | 0.0% | 0.0% | 54 | +5 | 0.48% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 746 | 24 | 0.0% | 0.0% | 55 | +11 | 1.5% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | No change | 634 | 20 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 556 | 18 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 404 | 13 | 0.0% | 0.0% | 58 | +317 | 364.37% | Q1 2026 | Apr 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 370 | 11 | 0.0% | 0.0% | 59 | -49 | -11.69% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 318 | 10 | 0.0% | 0.0% | 60 | +154 | 93.9% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 226 | 7 | 0.0% | 0.0% | 61 | -168 | -42.64% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 179 | 5 | 0.0% | — | 62 | +163 | 1018.75% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 143 | 4 | 0.0% | 0.0% | 63 | +8 | 5.93% | Q1 2026 | Apr 06, 2026 |
| Essential Partners LLC | History | No change | 152 | 4 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Optiver Holding B.V. | History | Reduced | 64 | 2 | 0.0% | 0.0% | 66 | -40 | -38.46% | Q1 2026 | Jun 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 83 | 2 | 0.0% | 0.0% | 65 | +1 | 1.22% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 18 | 1 | 0.0% | 0.0% | 67 | -8 | -30.77% | Q1 2026 | May 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -11,700 | -99.83% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,101 | -100.0% | Q1 2026 | May 12, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |