Titelia

Funds holding Orange County Bancorp Inc

152 funds declare a position · 28 ETFs and 124 other funds · 78.3M $ · US68417L1070

Each line carries its report date.

FundSharesValueWeight
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 337,80310.8M $0.00 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 305,9169.8M $0.01 %as of Mar 31, 2026 · Original filing
BlackRock Advantage Small Cap Core Fund BlackRock Funds 266,7088.9M $0.19 %as of Feb 27, 2026 · Original filing
Avantis U.S. Small Cap Value ETF American Century ETF Trust 179,8356M $0.03 %as of Feb 28, 2026 · Original filing
Regional Bank Fund John Hancock Investment Trust II 161,5915.5M $0.63 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 115,1003.9M $0.01 %as of Apr 30, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 113,3993.6M $0.00 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 Value ETF iShares Trust 71,4382.3M $0.02 %as of Mar 31, 2026 · Original filing
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 69,3342.2M $0.33 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 57,9651.9M $0.01 %as of Feb 28, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 55,2691.8M $0.00 %as of Feb 28, 2026 · Original filing
Diversified Equity Master Portfolio Master Investment Portfolio 39,9421.3M $0.04 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 36,9661.3M $0.01 %as of Apr 30, 2026 · Original filing
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 33,1541.1M $0.47 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 Growth ETF iShares Trust 30,287968.6K $0.01 %as of Mar 31, 2026 · Original filing
iShares Micro-Cap ETF iShares Trust 29,646948.1K $0.08 %as of Mar 31, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 25,876882.4K $0.01 %as of Apr 30, 2026 · Original filing
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 27,230870.8K $0.00 %as of Mar 31, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,591804.5K $0.00 %as of Apr 30, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 19,291616.9K $0.01 %as of Mar 31, 2026 · Original filing
Victory Integrity Discovery Fund Victory Portfolios 18,300585.2K $0.85 %as of Mar 31, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 17,236572.4K $0.00 %as of Feb 28, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 16,609551.6K $0.02 %as of Feb 28, 2026 · Original filing
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 15,522496.4K $0.41 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 14,795491.3K $0.00 %as of Feb 28, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 13,750468.9K $0.01 %as of Apr 30, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 14,283456.8K $0.01 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 12,420397.2K $0.02 %as of Mar 31, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,293351K $0.00 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 10,250327.8K $0.02 %as of Mar 31, 2026 · Original filing
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 9,440313.5K $0.00 %as of Feb 28, 2026 · Original filing
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 8,800292.2K $1.03 %as of Feb 28, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,535291K $0.00 %as of Apr 30, 2026 · Original filing
Avantis U.S. Small Cap Value Fund American Century ETF Trust 8,348277.2K $0.02 %as of Feb 28, 2026 · Original filing
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 8,533272.9K $0.06 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 7,971254.9K $0.07 %as of Mar 31, 2026 · Original filing
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 7,510240.2K $0.09 %as of Mar 31, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 6,824232.7K $0.00 %as of Apr 30, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,000223.9K $0.01 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 6,471220.7K $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,101202.6K $0.02 %as of Feb 28, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,014192.3K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund Northern Funds 5,647180.6K $0.01 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 5,120174.6K $0.01 %as of Apr 30, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 5,378172K $0.00 %as of Mar 31, 2026 · Original filing
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 4,713150.7K $0.21 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 4,262145.3K $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,486143.5K $0.00 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. SmallCap Fund WisdomTree Trust 4,458142.6K $0.02 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund VALIC Co I 4,162138.2K $0.01 %as of Feb 28, 2026 · Original filing
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,032128.9K $0.00 %as of Mar 31, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,000127.9K $0.00 %as of Mar 31, 2026 · Original filing
Small-Cap Value Portfolio PACIFIC SELECT FUND 3,768120.5K $0.03 %as of Mar 31, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 3,668117.3K $0.01 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 3,421113.6K $0.00 %as of Feb 28, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 3,505112.1K $0.00 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,287105.1K $0.00 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,123103.7K $0.01 %as of Feb 28, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,234103.4K $0.01 %as of Mar 31, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,04997.5K $0.01 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 2,67391.1K $0.00 %as of Apr 30, 2026 · Original filing
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,72487.1K $0.00 %as of Mar 31, 2026 · Original filing
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,50483.2K $0.08 %as of Feb 28, 2026 · Original filing
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 2,58482.6K $0.01 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,33879.7K $0.00 %as of Apr 30, 2026 · Original filing
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,26377.2K $0.00 %as of Apr 30, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 2,39076.4K $0.00 %as of Mar 31, 2026 · Original filing
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,21573.6K $0.03 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,11372.1K $0.00 %as of Apr 30, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2,24071.6K $0.00 %as of Mar 31, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,22671.2K $0.01 %as of Mar 31, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,06470.4K $0.01 %as of Apr 30, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 2,17969.7K $0.01 %as of Mar 31, 2026 · Original filing
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,13468.2K $0.04 %as of Mar 31, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,00066.4K $0.01 %as of Feb 28, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,77560.5K $0.01 %as of Apr 30, 2026 · Original filing
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,69657.8K $0.00 %as of Apr 30, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 1,75156K $0.01 %as of Mar 31, 2026 · Original filing
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 1,73855.6K $0.23 %as of Mar 31, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,63052.1K $0.01 %as of Mar 31, 2026 · Original filing
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,39147.4K $0.00 %as of Apr 30, 2026 · Original filing
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,45946.7K $0.01 %as of Mar 31, 2026 · Original filing
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,43445.9K $0.00 %as of Mar 31, 2026 · Original filing
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,42345.5K $0.01 %as of Mar 31, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 1,38144.2K $0.00 %as of Mar 31, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 1,28743.9K $0.01 %as of Apr 30, 2026 · Original filing
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,36343.6K $0.01 %as of Mar 31, 2026 · Original filing
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,24642.5K $0.01 %as of Apr 30, 2026 · Original filing
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,30541.7K $0.01 %as of Mar 31, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 1,18137.8K $0.00 %as of Mar 31, 2026 · Original filing
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 1,17937.7K $0.66 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 1,09537.3K $0.00 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,05435.9K $0.00 %as of Apr 30, 2026 · Original filing
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 98533.6K $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 98432.7K $0.00 %as of Feb 28, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 91831.3K $0.00 %as of Apr 30, 2026 · Original filing
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 92729.6K $0.00 %as of Mar 31, 2026 · Original filing
Nationwide Small Cap Index Fund Nationwide Mutual Funds 85429.1K $0.01 %as of Apr 30, 2026 · Original filing
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 87428K $0.01 %as of Mar 31, 2026 · Original filing
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 84427K $0.01 %as of Mar 31, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 78826.9K $0.00 %as of Apr 30, 2026 · Original filing
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 83826.8K $0.00 %as of Mar 31, 2026 · Original filing
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 81426K $0.00 %as of Mar 31, 2026 · Original filing
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 75624.2K $0.01 %as of Mar 31, 2026 · Original filing
ProShares Ultra Russell2000 ProShares Trust 72224K $0.01 %as of Feb 28, 2026 · Original filing
ProShares UltraPro Russell2000 ProShares Trust 72224K $0.01 %as of Feb 28, 2026 · Original filing
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 73923.6K $0.02 %as of Mar 31, 2026 · Original filing
GuideMark Small/Mid Cap Core Fund GPS Funds I 60919.5K $0.02 %as of Mar 31, 2026 · Original filing
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 57618.4K $0.00 %as of Mar 31, 2026 · Original filing
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 53317.7K $0.00 %as of Feb 28, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 49817K $0.00 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 49216.8K $0.00 %as of Apr 30, 2026 · Original filing
ProShares Russell 2000 High Income ETF ProShares Trust 50516.8K $0.01 %as of Feb 28, 2026 · Original filing
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 50516.1K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 46815K $0.01 %as of Mar 31, 2026 · Original filing
Dimensional US Vector Equity ETF Dimensional ETF Trust 43614.9K $0.00 %as of Apr 30, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 43414.8K $0.00 %as of Apr 30, 2026 · Original filing
Small-Cap Equity Portfolio PACIFIC SELECT FUND 46214.8K $0.01 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 44014.1K $0.00 %as of Mar 31, 2026 · Original filing
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 42413.6K $0.01 %as of Mar 31, 2026 · Original filing
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 39113.3K $0.00 %as of Apr 30, 2026 · Original filing
TIFF MULTI-ASSET FUND TIFF Investment Program 38312.2K $0.00 %as of Mar 31, 2026 · Original filing
Column Small Cap Fund Trust for Professional Managers 35611.8K $0.00 %as of Feb 28, 2026 · Original filing
JNL/DFA U.S. Core Equity Fund JNL Series Trust 36311.6K $0.00 %as of Mar 31, 2026 · Original filing
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 32410.4K $0.00 %as of Mar 31, 2026 · Original filing
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 31310K $0.01 %as of Mar 31, 2026 · Original filing
Total Stock Market Index Trust John Hancock Variable Insurance Trust 3109.9K $0.00 %as of Mar 31, 2026 · Original filing
SmallCap Value Fund II Principal Funds, Inc 2879.8K $0.00 %as of Apr 30, 2026 · Original filing
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2949.4K $0.00 %as of Mar 31, 2026 · Original filing
SmallCap Growth Fund I Principal Funds, Inc 2548.7K $0.00 %as of Apr 30, 2026 · Original filing
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2147.3K $0.00 %as of Apr 30, 2026 · Original filing
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 2107.2K $0.06 %as of Apr 30, 2026 · Original filing
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2147.1K $0.00 %as of Feb 28, 2026 · Original filing
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2006.6K $0.01 %as of Feb 28, 2026 · Original filing
Penn Series Small Cap Index Fund Penn Series Funds Inc 2006.4K $0.01 %as of Mar 31, 2026 · Original filing
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 1986.3K $0.00 %as of Mar 31, 2026 · Original filing
Applied Finance IVS US SMID ETF ETF Opportunities Trust 1685.4K $0.03 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1575.4K $0.00 %as of Apr 30, 2026 · Original filing
ULTRA SMALL CAP PROFUND ProFunds 1324.5K $0.01 %as of Apr 30, 2026 · Original filing
Avantis U.S. Equity Fund American Century ETF Trust 1344.5K $0.00 %as of Feb 28, 2026 · Original filing
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1003.2K $0.00 %as of Mar 31, 2026 · Original filing
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 561.9K $0.00 %as of Apr 30, 2026 · Original filing
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 491.6K $0.00 %as of Mar 31, 2026 · Original filing
PROFUND VP ULTRA SMALL CAP ProFunds 391.2K $0.01 %as of Mar 31, 2026 · Original filing
PROFUND VP SMALL CAP ProFunds 30959.4 $0.01 %as of Mar 31, 2026 · Original filing
SMALL-CAP PROFUND ProFunds 21716.1 $0.01 %as of Apr 30, 2026 · Original filing
Russell 2000 Fund Rydex Series Funds 22703.6 $0.01 %as of Mar 31, 2026 · Original filing
Longview Advantage ETF RBB Fund Trust 20664.2 $0.00 %as of Feb 28, 2026 · Original filing
Russell 2000 1.5x Strategy Fund Rydex Series Funds 13415.7 $0.01 %as of Mar 31, 2026 · Original filing
ProShares Hedge Replication ETF ProShares Trust 12398.5 $0.00 %as of Feb 28, 2026 · Original filing
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 4132.8 $0.01 %as of Feb 28, 2026 · Original filing
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 395.9 $0.00 %as of Mar 31, 2026 · Original filing