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 | No change | 511,151 | 17,248 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 296,205 | 9,995 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Siena Capital Partners GP, LLC | History | Reduced | 205,482 | 6,918 | 1.63% | 2.15% | 3 | -58,365 | -22.12% | Q3 2026 | Nov 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 200,957 | 6,766 | 0.0% | 0.0% | 4 | +11,931 | 6.31% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 176,329 | 5,938 | 0.0% | 0.0% | 5 | +176 | 0.1% | Q3 2026 | Nov 06, 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 | No change | 130,531 | 4,404 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Southland Equity Partners LLC | History | New | 129,010 | 4,343 | 0.75% | — | 8 | +129,010 | New | Q3 2026 | Oct 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 99,560 | 3,359 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 73,973 | 2,496 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 65,845 | 2,221 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 54,713 | 1,846 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 53,502 | 1,805 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 52,224 | 1,762 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 51,279 | 1,730 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 48,638 | 1,641 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 47,787 | 1,612 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 45,742 | 1,543 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 45,003 | 1,518 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 32,747 | 1,102 | 0.0% | 0.0% | 20 | +8,987 | 37.82% | Q3 2026 | Nov 09, 2026 |
| FMR LLC | History | Reduced | 32,621 | 1,098 | 0.0% | 0.0% | 21 | -3 | -0.01% | Q3 2026 | Nov 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 32,551 | 1,098 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 1,012 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 28,963 | 977 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HSBC HOLDINGS PLC | History | No change | 23,450 | 785 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 23,163 | 781 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 23,033 | 771 | 0.0% | 0.0% | 27 | -7,556 | -24.7% | Q3 2026 | Nov 09, 2026 |
| Trexquant Investment LP | History | No change | 22,187 | 748 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 21,315 | 719 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,275 | 717 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 19,675 | 663 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Added to | 18,713 | 630 | 0.0% | 0.0% | 32 | +1,732 | 10.2% | Q3 2026 | Nov 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 17,834 | 601 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 17,576 | 591 | 0.0% | 0.0% | 34 | -729 | -3.98% | Q3 2026 | Nov 05, 2026 |
| Empowered Funds, LLC | History | No change | 15,615 | 526 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Reduced | 13,294 | 447 | 0.02% | 0.02% | 36 | -904 | -6.37% | Q3 2026 | Oct 30, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 12,272 | 414 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 12,144 | 408 | 0.0% | 0.0% | 38 | +692 | 6.04% | Q3 2026 | Nov 10, 2026 |
| XTX Topco Ltd | History | No change | 11,506 | 388 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 10,891 | 367 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 10,484 | 352 | 0.0% | 0.0% | 41 | -4,113 | -28.18% | Q3 2026 | Nov 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,060 | 339 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 9,910 | 334 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 9,717 | 327 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 9,666 | 326 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 9,220 | 311 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 9,105 | 307 | 0.0% | 0.0% | 47 | 0 | 0.0% | 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 |
| Qube Research & Technologies Ltd | History | No change | 6,369 | 214 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 6,200 | 209 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 5,944 | 200 | 0.0% | 0.0% | 51 | -871 | -12.78% | Q3 2026 | Nov 06, 2026 |
| UBS Group AG | History | No change | 5,644 | 190 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 4,440 | 149 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q3 2026 | Nov 10, 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 | 3,989 | 134 | 0.0% | 0.0% | 55 | +5 | 0.13% | Q3 2026 | Nov 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 3,331 | 112 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,080 | 103 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,381 | 81 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,201 | 74 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,057 | 69 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 1,457 | 49 | 0.0% | 0.0% | 61 | -1,233 | -45.84% | Q3 2026 | Nov 09, 2026 |
| Allworth Financial LP | History | No change | 1,102 | 37 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 921 | 31 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 835 | 28 | 0.0% | 0.0% | 64 | -2,501 | -74.97% | Q3 2026 | Nov 04, 2026 |
| Legal & General Group Plc | History | No change | 634 | 21 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 556 | 18 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 544 | 18 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 306 | 10 | 0.0% | 0.0% | 68 | -14 | -4.38% | Q3 2026 | Oct 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 179 | 6 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 157 | 5 | 0.0% | 0.0% | 70 | +14 | 9.79% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 143 | 4 | 0.0% | 0.0% | 71 | -3 | -2.05% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 93 | 3 | 0.0% | 0.0% | 73 | +6 | 6.9% | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 96 | 3 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| IFP Advisors, Inc | History | Added to | 82 | 2 | 0.0% | 0.0% | 74 | +11 | 15.49% | Q3 2026 | Oct 16, 2026 |
| Essential Partners LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 44 | 1 | 0.0% | — | 76 | +41 | 1366.67% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 54 | 1 | 0.0% | — | 78 | +38 | 237.5% | Q3 2026 | Oct 08, 2026 |
| Covestor Ltd | History | Added to | 18 | 1 | 0.0% | — | 77 | +5 | 38.46% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,519 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Global Retirement Partners, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q3 2026 | Nov 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 28 | 0 | — | — | — | +8 | 40.0% | Q3 2026 | Nov 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 20, 2026 |
| True Wealth Design, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |