Optical Cable Corporation (OCC) Ownership

4.05 ↑0.00 (0.00%)

As of Market Close on February 6th, 2023.

Institutions
Mutual Funds

Institutional Ownership

Dimensional Fund Advisors, Inc. is the biggest individual institutional holder of Optical Cable Corporation (OCC), owning a total of 346 thousand shares. Combined, the top 19 institutional holders of OCC own 13.11% of the company with a total of 1 million shares.

In the latest ownership report on December 31st 2022, the top 19 institutional holders not made any changes to their ownership of OCC. None of the institutional holders bought any additional shares.

Overall this is a neutral sign as the number of shares owned by the top 20 institutional holders of Optical Cable Corporation stayed the same in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Harrison & Company Wealth Management, LLC	0.228%	0.000%	18,000	0	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dimensional Fund Advisors, Inc.	4.387%	0.888%	346,258	3,047	2022-09-30
Vanguard Group Inc	2.458%	0.000%	194,018	0	2022-09-30
Wilbanks, Smith & Thomas Asset Mgmt, LLC	1.568%	0.000%	123,776	0	2022-09-30
Royal Bank of Canada	1.550%	1.386%	122,351	1,673	2022-09-30
Renaissance Technologies Corp	1.332%	-21.155%	105,103	-28,200	2022-09-30
RBF LLC	0.412%	0.000%	32,495	0	2022-09-30
Bridgeway Capital Management, LLC	0.350%	0.000%	27,600	0	2022-09-30
BlackRock Inc	0.296%	-2.454%	23,333	-587	2022-09-30
Hilltop Holdings Inc	0.238%	0.000%	18,767	0	2022-09-30
Harrison & Company Wealth Management, LLC	0.228%	0.000%	18,000	0	2022-12-31
Geode Capital Management, LLC	0.185%	0.000%	14,602	0	2022-09-30
UBS Group AG	0.058%	30.484%	4,580	1,070	2022-09-30
Tower Research Capital LLC	0.022%	101.040%	1,739	874	2022-09-30
Morgan Stanley - Brokerage Accounts	0.015%	0.000%	1,190	0	2022-09-30
Wells Fargo & Co	0.013%	0.000%	1,034	0	2022-09-30
Bank of America Corp	0.001%	0.000%	58	0	2022-09-30
Advisor Group Holdings, Inc.	0.000%	0.000%	7	0	2022-09-30
Geneos Wealth Management Inc	0.000%	-100.000%	0	-2,355	2022-09-30
CapTrust Financial Advisors	0.000%	-100.000%	0	-3,250	2022-09-30

Mutual Fund Ownership

DFA US Small Cap Value I is the biggest individual fund holder of Optical Cable Corporation (OCC), owning a total of 129 thousand shares. Combined, the top 21 mutual fund holders of OCC own 8.11% of the company with a total of 640 thousand shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of OCC by 46 shares. 1 funds bought 46 total additional shares and increased their ownership by an average of 0.05%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Optical Cable Corporation increased by a net total of 46 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Extended Market Index Investor	1.283%	0.045%	101,263	46	2022-12-31
Vanguard Total Stock Mkt Idx Inv	1.170%	0.000%	92,325	0	2022-12-31
NT Ext Equity Mkt Idx Fd - L	0.054%	0.000%	4,295	0	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
DFA US Small Cap Value I	1.629%	0.000%	128,552	0	2022-11-30
Vanguard Extended Market Index Investor	1.283%	0.045%	101,263	46	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.170%	0.000%	92,325	0	2022-09-30
Vanguard Total Stock Mkt Idx Inv	1.170%	0.000%	92,325	0	2022-12-31
DFA US Targeted Value I	0.708%	0.000%	55,866	0	2022-11-30
DFA US Micro Cap I	0.354%	0.000%	27,967	0	2022-11-30
Bridgeway Ultra-Small Company Market	0.350%	0.000%	27,600	0	2022-09-30
DFA US Small Cap I	0.245%	0.000%	19,296	0	2022-11-30
Fidelity® Extended Market Index	0.140%	0.000%	11,065	0	2022-11-30
DFA Tax-Managed US Marketwide Value II	0.133%	0.000%	10,474	0	2022-11-30
Dimensional US Marketwide Value ETF	0.133%	0.000%	10,474	0	2022-12-30
iShares Core S&P Total US Stock Mkt ETF	0.127%	0.000%	10,052	0	2022-12-30
iShares Micro-Cap ETF	0.126%	0.000%	9,974	0	2022-12-30
Dimensional US Targeted Value ETF	0.108%	0.059%	8,506	5	2022-12-30
DFA US Core Equity 2 I	0.103%	0.000%	8,150	0	2022-11-30
DFA US Vector Equity I	0.084%	0.000%	6,626	0	2022-11-30
Northern Trust Extended Eq Market Idx	0.054%	0.000%	4,295	0	2022-09-30
NT Ext Equity Mkt Idx Fd - L	0.054%	0.000%	4,295	0	2022-12-31
DFA US Core Equity 1 I	0.047%	0.000%	3,696	0	2022-11-30
Dimensional US Small Cap ETF	0.045%	0.000%	3,533	0	2022-12-30
DFA US Vector Equity Class F	0.043%	0.000%	3,400	0	2022-10-31