Filing Research | OCFC - OceanFirst Financial Corp Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	195.0KSH	$3.8M
2	Y-Intercept (Hong Kong) Ltd	Shares	109.4KSH	$2.1M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	79.6KSH	$1.6M
4	Hennion & Walsh Asset Management, Inc.	Shares	31.5KSH	$615.1K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	29.7KSH	$567.8K
6	EAGLE WEALTH STRATEGIES LLC	Shares	26.6KSH	$519.1K
7	Police & Firemen's Retirement System of New Jersey	Shares	25.1KSH	$490.9K
8	Ledgewood Wealth Advisors, LLC	Shares	18.9KSH	$368.9K
9	Counterpoint Mutual Funds LLC	Shares	16.6KSH	$323.3K
10	Farther Finance Advisors, LLC	Shares	14.2KSH	$278.0K
11	Legacy Advisors, LLC	Shares	13.6KSH	$265.9K
12	CWA Asset Management Group, LLC	Shares	12.5KSH	$244.1K
13	Byrne Asset Management LLC	Shares	9.2KSH	$180.3K
14	SIGNATUREFD, LLC	Shares	2.0KSH	$39.3K
15	GAMMA Investing LLC	Shares	1.9KSH	$37.5K
16	Versant Capital Management, Inc	Shares	1.9KSH	$36.3K
17	EverSource Wealth Advisors, LLC	Shares	1.8KSH	$34.2K
18	TOMPKINS FINANCIAL CORP	Shares	1.2KSH	$23.4K
19	IFP Advisors, Inc	Shares	918SH	$17.9K
20	SBI Securities Co., Ltd.	Shares	194SH	$3.8K
21	True Wealth Design, LLC	Shares	193SH	$3.8K
22	SJS Investment Consulting Inc.	Shares	192SH	$3.7K
23	Key FInancial Inc	Shares	180SH	$3.5K
24	Physician Wealth Advisors, Inc.	Shares	111SH	$2.2K
25	Smallwood Wealth Investment Management, LLC	Shares	37SH	$722
26	Fortitude Family Office, LLC	Shares	26SH	$508
27	Trust Co	Shares	24SH	$469
28	CoreCap Advisors, LLC	Shares	5SH	$98
29	State of Alaska, Department of Revenue	Shares	2.3KSH	$45

Manager changes2026-06-30 vs 2026-03-31

29 / 29 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+109.4K	+$2.1M	$2.1M
2	Counterpoint Mutual Funds LLC new	Shares	+16.6K	+$323.3K	$323.3K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.1K	+$320.0K	$567.8K
4	HENNESSY ADVISORS INC unchanged	Shares	0	+$290.6K	$3.8M
5	Legacy Advisors, LLC new	Shares	+13.6K	+$265.9K	$265.9K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+9.3K	+$205.1K	$490.9K
7	Farther Finance Advisors, LLC added	Shares	+4.1K	+$95.5K	$278.0K
8	EAGLE WEALTH STRATEGIES LLC unchanged	Shares	0	+$39.6K	$519.1K
9	Ledgewood Wealth Advisors, LLC unchanged	Shares	0	+$28.1K	$368.9K
10	SIGNATUREFD, LLC added	Shares	+1.4K	+$28.0K	$39.3K
11	GAMMA Investing LLC added	Shares	+1.2K	+$24.9K	$37.5K
12	Byrne Asset Management LLC added	Shares	+600	+$24.6K	$180.3K
13	EverSource Wealth Advisors, LLC added	Shares	+978	+$20.3K	$34.2K
14	CWA Asset Management Group, LLC unchanged	Shares	0	+$18.6K	$244.1K
15	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-1.8K	+$14.6K	$615.1K
16	IFP Advisors, Inc added	Shares	+599	+$12.2K	$17.9K
17	Versant Capital Management, Inc added	Shares	+384	+$9.7K	$36.3K
18	SBI Securities Co., Ltd. added	Shares	+193	+$3.8K	$3.8K
19	SJS Investment Consulting Inc. new	Shares	+192	+$3.7K	$3.7K
20	True Wealth Design, LLC added	Shares	+183	+$3.6K	$3.8K
21	Physician Wealth Advisors, Inc. new	Shares	+111	+$2.2K	$2.2K
22	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$1.8K	$23.4K
23	Fortitude Family Office, LLC new	Shares	+26	+$508	$508
24	Key FInancial Inc unchanged	Shares	0	+$268	$3.5K
25	CoreCap Advisors, LLC new	Shares	+5	+$98	$98
26	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$55	$722
27	Trust Co unchanged	Shares	0	+$36	$469
28	State of Alaska, Department of Revenue unchanged	Shares	0	+$4	$45
29	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-48.9K	-$763.2K	$1.6M