OCEANFIRST FINANCIAL CORP (OCFC) — Institutional Holders, Q2 2026 (page 3)
231 institutional investment managers reported a OCFC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 231. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OCFC 13F holders ranked 201–231 of 231
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | VALLEY NATIONAL ADVISERS#201 · 425 sh | 425 | $8.3K | — | New |
| 202 | Westside Investment Management#202 · 380 sh | 380 | $7.4K | <0.01% | New |
| 203 | JPL Wealth Management#203 · 378 sh | 378 | $7.4K | <0.01% | New |
| 204 | LOS ANGELES CAPITAL MANAGEMENT#204 · 311 sh | 311 | $6.1K | 0.00% | +211.0% |
| 205 | Optiver Holding B.V.#205 · 255 sh | 255 | $5.0K | 0.00% | -74.7% |
| 206 | Colonial / SC#206 · 245 sh | 245 | $4.8K | <0.01% | 0.0% |
| 207 | Larson Financial Group#207 · 242 sh | 242 | $4.7K | <0.01% | +34.4% |
| 208 | ROTHSCHILD INVESTMENT#208 · 242 sh | 242 | $4.7K | <0.01% | +868.0% |
| 209 | HFM Investment Advisors#209 · 214 sh | 214 | $4.2K | <0.01% | 0.0% |
| 210 | SBI Securities , Ltd.#210 · 194 sh | 194 | $3.8K | — | New |
| 211 | Quarry#211 · 194 sh | 194 | $3.8K | <0.01% | +14.1% |
| 212 | True Wealth Design#212 · 193 sh | 193 | $3.8K | — | +1830.0% |
| 213 | SJS Investment Consulting#213 · 192 sh | 192 | $3.7K | — | New |
| 214 | Key FInancial#214 · 180 sh | 180 | $3.5K | <0.01% | 0.0% |
| 215 | Rockefeller Capital Management L.P.#215 · 123 sh | 123 | $2.4K | 0.00% | New |
| 216 | Physician Wealth Advisors#216 · 111 sh | 111 | $2.2K | — | New |
| 217 | Kilter Group#217 · 90 sh | 90 | $1.8K | <0.01% | +2150.0% |
| 218 | Glen Eagle Advisors#218 · 85 sh | 85 | $1.7K | <0.01% | 0.0% |
| 219 | Pinnacle Wealth Planning Services#219 · 74 sh | 74 | $1.4K | <0.01% | New |
| 220 | Covestor Ltd#220 · 41 sh | 41 | $1.0K | <0.01% | -10.9% |
| 221 | Caitong International Asset Management , Ltd#221 · 39 sh | 39 | $762.00 | <0.01% | +69.6% |
| 222 | Smallwood Wealth Investment Management#222 · 37 sh | 37 | $722.00 | <0.01% | 0.0% |
| 223 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#223 · 36 sh | 36 | $703.00 | 0.00% | New |
| 224 | Fortitude Family Office#224 · 26 sh | 26 | $508.00 | — | New |
| 225 | Smartleaf Asset Management#225 · 26 sh | 26 | $507.00 | 0.00% | 0.0% |
| 226 | Trust Co#226 · 24 sh | 24 | $469.00 | — | 0.0% |
| 227 | Silver Grove Financial Group#227 · 8 sh | 8 | $156.00 | <0.01% | New |
| 228 | Clearstead Advisors#228 · 6 sh | 6 | $118.00 | 0.00% | New |
| 229 | CoreCap Advisors#229 · 5 sh | 5 | $98.00 | — | New |
| 230 | Keating Financial Advisory Services#230 · 1 sh | 1 | $20.00 | 0.00% | 0.0% |
| 231 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#231 · 89,919 sh | 89,919 | — | — | +68.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.