OPHC Institutional Ownership, Buyers - OptimumBank Holdings, Inc.

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in OptimumBank Holdings, Inc. include Brown Advisory Inc, and Advisor Group Holdings, Inc. .

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date	Source	Investor	Shares	Δ Shares (%)	Reported Value ($1000)	Δ Value (%)
2025-08-14	13F	Alliancebernstein L.p.	535,019	14.30	2,392	24.34
2025-07-24	NP	FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	21,027	37.89	93	37.31
2025-06-26	NP	DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3,801	46.70	16	45.45
2025-08-14	13F	Fourthstone LLC	500,853	44.57	2,239	57.27
2025-08-27	NP	VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	73,222	18.89	327	29.25
2025-08-08	13F	Geode Capital Management, Llc	102,355	2.03	458	10.92
2025-08-14	13F	Bank Of America Corp /de/	93	10.71	0
2025-07-24	NP	FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	14,160	32.97	62	34.78
2025-08-12	13F	Dimensional Fund Advisors Lp	71,487	3.34	320	11.54
2025-08-28	NP	IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	21,618	11.76	97	21.52
2025-08-12	13F	Proequities, Inc.	0		0
2025-09-04	13F/A	Advisor Group Holdings, Inc.	100		0
2025-08-11	13F	Vanguard Group Inc	316,291	4.09	1,414	13.22
2025-08-12	13F	Jpmorgan Chase & Co	21	23.53	0
2025-07-24	NP	FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	52,943	18.53	233	18.37
2025-08-12	13F	BlackRock, Inc.	24,136	14.85	108	24.42
2025-08-14	13F	Wells Fargo & Company/mn	3,126	312,500.00	14
2025-08-27	NP	VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	243,069	0.33	1,087	9.15
2025-08-14	13F	Susquehanna International Group, Llp	21,891	19.71	98	29.33
2025-06-26	NP	DFAT - Dimensional U.S. Targeted Value ETF	8,337	29.14	36	24.14
2025-08-13	13F	Brown Advisory Inc	20,000		89
2025-08-14	13F	GWM Advisors LLC	1,184	2.25	5	25.00

OPHC / OptimumBank Holdings, Inc. - Institutional Ownership - Buyers

Institutional and Fund Ownership - Buyers