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 | Added to | 511,151 | 17,248 | 0.0% | 0.0% | 1 | +83,836 | 19.62% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 296,205 | 9,995 | 0.0% | 0.0% | 2 | -22,302 | -7.0% | Q2 2026 | Aug 13, 2026 |
| Siena Capital Partners GP, LLC | History | Reduced | 263,847 | 8,903 | 2.15% | 2.72% | 3 | -59,340 | -18.36% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 189,026 | 6,378 | 0.0% | 0.0% | 4 | +30,881 | 19.53% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 176,153 | 5,945 | 0.0% | 0.0% | 5 | +19,809 | 12.67% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 140,282 | 4,733 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 130,531 | 4,404 | 0.0% | 0.0% | 7 | +24,382 | 22.97% | Q2 2026 | Sep 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 99,560 | 3,359 | 0.0% | 0.0% | 8 | +77,031 | 341.92% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 73,973 | 2,496 | 0.0% | 0.0% | 9 | +38,598 | 109.11% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 65,845 | 2,221 | 0.0% | 0.0% | 10 | +18,124 | 37.98% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 54,713 | 1,846 | 0.0% | 0.0% | 11 | +5,426 | 11.01% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 53,502 | 1,805 | 0.0% | 0.0% | 12 | +36,373 | 212.35% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 52,224 | 1,762 | 0.0% | 0.0% | 13 | +27,734 | 113.25% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 51,279 | 1,730 | 0.03% | 0.04% | 14 | -5,000 | -8.88% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 48,638 | 1,641 | 0.0% | 0.0% | 15 | +9,166 | 23.22% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 47,787 | 1,612 | 0.0% | — | 16 | +47,787 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 45,742 | 1,543 | 0.0% | 0.0% | 17 | +2,563 | 5.94% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 45,003 | 1,518 | 0.0% | 0.0% | 18 | -11 | -0.02% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Reduced | 32,624 | 1,100 | 0.0% | 0.0% | 19 | -105 | -0.32% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,551 | 1,098 | 0.0% | 0.0% | 20 | +12,929 | 65.89% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 30,589 | 1,026 | 0.0% | 0.0% | 21 | +19,019 | 164.38% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 1,012 | 0.04% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 28,963 | 977 | 0.0% | 0.0% | 23 | +21,354 | 280.64% | Q2 2026 | Sep 02, 2026 |
| Squarepoint Ops LLC | History | New | 23,760 | 801 | 0.0% | — | 24 | +23,760 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 23,519 | 793 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 23,450 | 785 | 0.0% | 0.0% | 26 | +1,949 | 9.06% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 23,163 | 781 | 0.0% | 0.0% | 27 | +13,629 | 142.95% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | New | 22,187 | 748 | 0.0% | — | 28 | +22,187 | New | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 21,315 | 719 | 0.0% | 0.0% | 29 | +3,080 | 16.89% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 21,275 | 717 | 0.0% | — | 30 | +21,275 | New | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 19,675 | 663 | 0.02% | 0.01% | 31 | +5,709 | 40.88% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 18,305 | 617 | 0.0% | 0.0% | 32 | +2,296 | 14.34% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 17,834 | 601 | 0.0% | 0.0% | 33 | -1,473 | -7.63% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 16,981 | 573 | 0.0% | 0.0% | 34 | -898 | -5.02% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 15,615 | 526 | 0.0% | 0.0% | 35 | -5,000 | -24.25% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 14,597 | 492 | 0.0% | 0.0% | 36 | +2,322 | 18.92% | Q2 2026 | Aug 07, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 14,198 | 479 | 0.02% | 0.02% | 37 | +7 | 0.05% | Q2 2026 | Aug 05, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 12,272 | 414 | 0.02% | — | 38 | +12,272 | New | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | New | 11,506 | 388 | 0.01% | — | 39 | +11,506 | New | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 11,452 | 386 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curi Capital, LLC | History | No change | 10,891 | 367 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,060 | 339 | 0.0% | 0.0% | 42 | +3,477 | 52.82% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | New | 9,910 | 334 | 0.0% | — | 43 | +9,910 | New | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | New | 9,717 | 327 | 0.0% | — | 44 | +9,717 | New | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 9,666 | 326 | 0.0% | 0.0% | 45 | +6,021 | 165.19% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | New | 9,220 | 311 | 0.0% | — | 46 | +9,220 | New | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 9,105 | 307 | 0.0% | 0.0% | 47 | +484 | 5.61% | Q2 2026 | Aug 11, 2026 |
| Legato Capital Management LLC | History | No change | 6,897 | 232 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 6,815 | 230 | 0.0% | 0.0% | 49 | +808 | 13.45% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | New | 6,369 | 214 | 0.0% | — | 50 | +6,369 | New | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 6,200 | 209 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Reduced | 5,644 | 190 | 0.0% | 0.0% | 52 | -342 | -5.71% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 4,440 | 149 | 0.0% | — | 53 | +4,420 | 22100.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,021 | 135 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,984 | 134 | 0.0% | 0.0% | 55 | +3,238 | 434.05% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 3,336 | 112 | 0.0% | 0.0% | 56 | +3,018 | 949.06% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,331 | 112 | 0.0% | 0.0% | 57 | +22 | 0.66% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 3,375 | 109 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,080 | 103 | 0.0% | 0.0% | 59 | +297 | 10.67% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 2,690 | 90 | 0.0% | 0.0% | 60 | +1,320 | 96.35% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,381 | 81 | 0.0% | 0.0% | 61 | +737 | 44.83% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,201 | 74 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,057 | 69 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | Added to | 1,102 | 37 | 0.0% | 0.0% | 64 | +59 | 5.66% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 921 | 31 | 0.0% | 0.0% | 65 | -1,594 | -63.38% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 634 | 21 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 544 | 18 | 0.0% | — | 68 | +541 | 18033.33% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 556 | 18 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 320 | 11 | 0.0% | 0.0% | 69 | -84 | -20.79% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 179 | 6 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 146 | 4 | 0.0% | 0.0% | 71 | -80 | -35.4% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | No change | 143 | 4 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 96 | 3 | 0.0% | 0.0% | 73 | -274 | -74.05% | Q2 2026 | Aug 24, 2026 |
| Essential Partners LLC | History | Reduced | 61 | 2 | 0.0% | 0.0% | 76 | -91 | -59.87% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 71 | 2 | 0.0% | — | 74 | +46 | 184.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 87 | 2 | 0.0% | 0.0% | 75 | +4 | 4.82% | Q2 2026 | Jul 24, 2026 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 2.26% | — | -411,189 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 20 | 0 | — | — | — | +14 | 233.33% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16 | 0 | — | — | — | +6 | 60.0% | Q2 2026 | Jul 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | Reduced | 13 | 0 | — | 0.0% | — | -5 | -27.78% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 9 | 0 | — | — | — | +5 | 125.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q2 2026 | Jul 22, 2026 |
| True Wealth Design, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q2 2026 | Jul 16, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |