← Every company
Funds Holding OceanFirst Financial Corp
Every registered fund lists what it holds each quarter. These are the ones reporting a position in OceanFirst Financial Corp, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of OCFC →Funds holding
65
as of 2026-07-31
Reported value
$154.4M
summed across funds
Fund families
31
named trusts
Largest conviction
4.89%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Hennessy Small Cap Financial FundHennessy Funds Trust195K sh$3.8M | 4.89% |
| Nuveen Small Cap Value FundNuveen Investment Funds, Inc.239.4K sh$4.6M | 1.61% |
| Transamerica Small Cap ValueTRANSAMERICA FUNDS42.5K sh$819.7K | 0.73% |
| Regional Bank FundJohn Hancock Investment Trust II246.6K sh$4.8M | 0.50% |
| LSV Small Cap Value FundADVISORS' INNER CIRCLE FUND161.6K sh$3.1M | 0.44% |
| Dunham Small Cap Value FundDunham Funds17.6K sh$339.1K | 0.37% |
| SmallCap Value Fund IIPrincipal Funds, Inc221.7K sh$4.3M | 0.34% |
| Direxion Daily Regional Banks Bull 3X SharesDirexion Shares ETF Trust64.7K sh$1.2M | 0.29% |
| Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS97.2K sh$1.9M | 0.29% |
| Nuveen Quant Small Cap Equity FundTIAA-CREF Funds513.3K sh$9.9M | 0.24% |
| Harbor Human Capital Factor US Small Cap ETFHarbor ETF Trust18.2K sh$351.3K | 0.21% |
| 1290 GAMCO Small/Mid Cap Value Fund1290 Funds23K sh$443.2K | 0.19% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust558.9K sh$10.8M | 0.13% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.2M sh$22.6M | 0.12% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust652 sh$12.6K | 0.11% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust28.9K sh$558.4K | 0.09% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust489 sh$9.4K | 0.09% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO39.5K sh$762.7K | 0.08% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust109.7K sh$2.1M | 0.08% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC311.2K sh$6M | 0.08% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust22.4K sh$433.2K | 0.06% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust13.5K sh$261.3K | 0.06% |
| iShares Morningstar Small-Cap Value ETFiShares Trust19K sh$366K | 0.05% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST206K sh$4M | 0.05% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust928.7K sh$17.9M | 0.05% |
| Global X Russell 2000 ETFGLOBAL X FUNDS40.4K sh$780.6K | 0.05% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC24.4K sh$470.5K | 0.05% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST9.5K sh$184.2K | 0.05% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST17.6K sh$340.6K | 0.05% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST63K sh$1.2M | 0.05% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds102.7K sh$2M | 0.05% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC398K sh$7.7M | 0.05% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust341.9K sh$6.6M | 0.05% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC14.6K sh$281.5K | 0.04% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust319.3K sh$6.2M | 0.04% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC386.3K sh$7.5M | 0.04% |
| ULTRA SMALL CAP PROFUNDProFunds1.1K sh$21K | 0.04% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO38.1K sh$734.9K | 0.04% |
| Victory Extended Market Index FundVictory Portfolios III10.8K sh$208.1K | 0.03% |
| iShares Morningstar Small-Cap ETFiShares Trust3.7K sh$70.6K | 0.03% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds16.6K sh$320.9K | 0.02% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust32.2K sh$621.3K | 0.02% |
| Dimensional US Vector Equity ETFDimensional ETF Trust5.3K sh$102.2K | 0.02% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST21.4K sh$413.3K | 0.02% |
| SMALL-CAP PROFUNDProFunds71 sh$1.4K | 0.02% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC44.8K sh$866K | 0.02% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust13.5K sh$260.3K | 0.01% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS20.3K sh$392.5K | 0.01% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC11.8K sh$228.4K | 0.01% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust214.6K sh$4.1M | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC166K sh$3.2M | 0.01% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC122.7K sh$2.4M | 0.01% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust8.4K sh$161.3K | 0.00% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC20.9K sh$403.8K | 0.00% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust4.8K sh$92.3K | 0.00% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust26.9K sh$519.5K | 0.00% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust20.1K sh$388.9K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds89.9K sh$1.7M | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds6.4K sh$123.9K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust27.7K sh$535.3K | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III473.9 sh$9.2K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust48K sh$927.2K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST50.2K sh$968.5K | 0.00% |
| SmallCap Growth Fund IPrincipal Funds, Inc1.4K sh$27.4K | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust24 sh$463.4 | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on OCFC
Company overviewEverything on OCFC in one place, with the price.SEC filingsWhat OCFC's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat OCFC's own officers and directors buy and sell.Executive payWhat OCFC awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in OCFC.