64 tracked 13F filers disclose a position in OVBC as of the latest SEC 13F filings, a combined $60.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fourthstone LLC | $9.6M | 220K | ▲+10% Added · +21K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $9.1M | 206K | ▼−2.0% Reduced · −4K sh | Q1 2026 | |
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7.8M | 178K | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $7.0M | 160K | →First observed position No prior filed position | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $4.2M | 96K | ▲+3.3% Added · +3K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $4.1M | 94K | ▲+7.6% Added · +7K sh | Q2 2026 | |
| 7 | STATE STREET CORP | $3.0M | 70K | ▲+19% Added · +11K sh | Q2 2026 | |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.6M | 36K | ▲+1.6% Added · +556 sh | Q1 2026 | |
| 9 | Prosperity Consulting Group, LLC | $1.5M | 35K | —Held | Q2 2026 | |
| 10 | Corient Private Wealth LLC | $1.2M | 32K | —Held | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $1.3M | 30K | ▲+4.2% Added · +1K sh | Q1 2026 | |
| 12 | VANGUARD FIDUCIARY TRUST CO | $1.0M | 24K | →First observed position No prior filed position | Q1 2026 | |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | $963K | 22K | →First observed position No prior filed position | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $883K | 20K | ▲Added Added · +20K sh | Q2 2026 | |
| 15 | AA Financial Advisors, LLC | $784K | 18K | ▼−38% Reduced · −11K sh | Q2 2026 | |
| 16 | RENAISSANCE TECHNOLOGIES LLC | $648K | 15K | ▲+1.4% Added · +200 sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $645K | 15K | ▲+162% Added · +9K sh | Q1 2026 | |
| 18 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $597K | 14K | ▼−19% Reduced · −3K sh | Q2 2026 | |
| 19 | Empowered Funds, LLC | $594K | 14K | ▲New +14K sh | Q1 2026 | |
| 20 | RITHOLTZ WEALTH MANAGEMENT | $474K | 11K | ▼−12% Reduced · −1K sh | Q2 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $424K | 10K | ▼−12% Reduced · −1K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $369K | 8K | ▼−6.8% Reduced · −614 sh | Q1 2026 | |
| 23 | UBS Group AG | $298K | 7K | ▲+810% Added · +6K sh | Q1 2026 | |
| 24 | GTS SECURITIES LLC | $279K | 6K | ▲New +6K sh | Q1 2026 | |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $256K | 6K | ▲New +6K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in OVBC and 7 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 21 funds | $37.7B |
| ALPHABET INC-CL AGOOGL | 21 funds | $21.6B |
| ALPHABET INC-CL CGOOG | 21 funds | $16.0B |
| TESLA INCTSLA | 21 funds | $8.9B |
| ELI LILLY & COLLY | 21 funds | $8.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $5.3B |
| PALANTIR TECHNOLOGIES INC-APLTR | 21 funds | $5.2B |
| WALMART INCWMT | 21 funds | $4.3B |
| COSTCO WHOLESALE CORPCOST | 21 funds | $4.3B |
| LINDE PLCLIN | 21 funds | $3.9B |
| MCDONALD'S CORPMCD | 21 funds | $3.7B |
| BANK OF AMERICA CORPBAC | 21 funds | $3.6B |
Ranked by how many of OVBC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | Michael Seth Isaac | Director | Buy (P) | 67 | $3K |
| Aug 12, 2026 | BARNITZ ANNA P | Director | Buy (P) | 34 | $2K |
| May 12, 2026 | Michael Seth Isaac | Director | Buy (P) | 65 | $3K |
| May 12, 2026 | BARNITZ ANNA P | Director | Buy (P) | 33 | $2K |
| Feb 13, 2026 | BARNITZ ANNA P | Director | Buy (P) | 35 | $1K |
| Feb 13, 2026 | Michael Seth Isaac | Director | Buy (P) | 69 | $3K |
| Dec 11, 2025 | JONES RYAN JOSEPH | RISK OFFICER/COO | Sell (S) | 6K | $260K |
| Nov 12, 2025 | Michael Seth Isaac | Director | Buy (P) | 84 | $3K |
| Nov 12, 2025 | BARNITZ ANNA P | Director | Buy (P) | 42 | $2K |
| Aug 11, 2025 | BARNITZ ANNA P | Director | Buy (P) | 43 | $2K |
| Aug 11, 2025 | Michael Seth Isaac | Director | Buy (P) | 86 | $3K |
| Jun 5, 2025 | ROBERTS EDWARD BRYANT | Director | Buy (P) | 253 | $8K |
Connected entities for OVBC
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OVBC/capital-change-brief"
Use Arkolith's capital_change_brief for OVBC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OVBC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.