Institutional Holders (2026 Q1)
174 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OSBC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | River Street Advisors LLC | 5.09% | 746,660 | $15.1M |
| 2 | JCSD Capital, LLC | 1.58% | 74,100 | $1.5M |
| 3 | Sara-Bay Financial | 0.57% | 94,063 | $1.9M |
| 4 | 4WEALTH ADVISORS, INC. | 0.32% | 18,650 | $370K |
| 5 | Lakewood Asset Management LLC | 0.29% | 22,651 | $457K |
| 6 | SFAM, LLC | 0.11% | 5,827 | $117K |
| 7 | HUDSON EDGE INVESTMENT PARTNERS INC. | 0.09% | 32,082 | $647K |
| 8 | CALDWELL SUTTER CAPITAL, INC. | 0.09% | 11,000 | $222K |
| 9 | Centennial Wealth Advisory LLC | 0.09% | 17,507 | $353K |
| 10 | PRINCETON CAPITAL MANAGEMENT LLC | 0.08% | 13,770 | $278K |
| 11 | Forum Financial Management, LP | 0.06% | 205,661 | $4.1M |
| 12 | ROTHSCHILD INVESTMENT LLC | 0.03% | 28,305 | $571K |
| 13 | SENTINEL TRUST CO LBA | 0.03% | 14,051 | — |
| 14 | HOHIMER WEALTH MANAGEMENT, LLC | 0.03% | 10,912 | $220K |
| 15 | TSFG, LLC | 0.02% | 7,125 | — |
| 16 | Abacus Wealth Partners, LLC | 0.02% | 11,590 | $234K |
| 17 | Y-Intercept (Hong Kong) Ltd | 0.02% | 52,576 | $1.1M |
| 18 | CenterBook Partners LP | 0.01% | 13,425 | $271K |
| 19 | State of New Jersey Common Pension Fund D | 0.01% | 129,379 | $2.6M |
| 20 | BLAIR WILLIAM & CO/IL | 0.01% | 162,883 | $3.3M |
| 21 | AlphaQuest LLC | 0.01% | 8,478 | $165K |
| 22 | Covestor Ltd | 0.01% | 486 | — |
| 23 | Brooklyn Investment Group | 0.01% | 10,216 | $206K |
| 24 | THRIVENT FINANCIAL FOR LUTHERANS | 0.01% | 143,119 | $3K |
| 25 | Versant Capital Management, Inc | 0.01% | 2,751 | $55K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|