As of the latest SEC filings, OCEANFIRST FINANCIAL CORP (OCFC) is held by 232 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $31,217,588.60 in market value, representing a significant portion of its portfolio.
Funds holding OCEANFIRST FINANCIAL CORP (OCFC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- OCFC
- CIK:
- 0001004702
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $31,217,588.60 | 1,730,465 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $25,052,021.72 | 1,388,693 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.08% | $18,040,729.98 | 998,933 | Feb 28, 2026 | Apr 29, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 0.22% | $17,481,409.44 | 969,036 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.40% | $14,889,638.72 | 825,368 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.08% | $14,864,168.71 | 779,453 | Apr 30, 2026 | Jun 24, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.31% | $14,339,712.24 | 794,004 | Feb 27, 2026 | Apr 24, 2026 |
|
OSCAX
Invesco Main Street Small Cap Fund
|
MF | Invesco | 0.65% | $14,318,744.88 | 793,722 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $11,492,526.32 | 637,058 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $10,700,157.93 | 561,099 | Apr 30, 2026 | Jun 26, 2026 |
|
GTCSX
Small Cap Equity Portfolio
|
MF | Independent / Boutique | 1.00% | $9,801,713.02 | 513,986 | Apr 30, 2026 | Jun 4, 2026 |
|
TRSSX
T. Rowe Price Institutional Small-Cap Stock Fund
|
MF | T. Rowe Price | 0.22% | $9,474,120.92 | 525,173 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.07% | $8,741,083.56 | 484,539 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.05% | $7,589,955.35 | 398,005 | Apr 30, 2026 | Jun 24, 2026 |
|
SSCVX
Columbia Select Small Cap Value Fund
|
MF | Columbia Threadneedle | 1.79% | $7,140,273.84 | 395,364 | Feb 28, 2026 | Apr 27, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $6,589,638.50 | 345,550 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.08% | $5,941,601.76 | 311,568 | Apr 30, 2026 | Jun 29, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.06% | $5,680,571.60 | 297,880 | Apr 30, 2026 | Jun 26, 2026 |
|
GWEIX
AMG GW&K Small Cap Core Fund
|
MF | Independent / Boutique | 0.82% | $5,514,413.08 | 305,677 | Mar 31, 2026 | Jun 1, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $5,478,681.60 | 303,360 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $5,029,926.72 | 278,512 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $5,011,704.18 | 277,503 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $4,893,133.16 | 256,588 | Apr 30, 2026 | Jun 24, 2026 |
|
TASZX
Third Avenue Small-Cap Value Fund
|
MF | Independent / Boutique | 2.34% | $4,693,832.59 | 246,137 | Apr 30, 2026 | Jun 25, 2026 |
|
FSCAX
Nuveen Small Cap Value Fund
|
MF | Nuveen | 1.61% | $4,566,120.80 | 239,440 | Apr 30, 2026 | Jun 24, 2026 |
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