Titelia

Funds holding Orange County Bancorp Inc

ISIN US68417L1070 · United States

Fund holders
153
Of which ETFs
28 125 other funds
Value held
≈ 78.3M $ 78.3M $ · 55.3K €
Share of capital
17.8 % of 13.4M shares on Aug 5, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 337,80310.8M $0.00 %2.52 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 305,9169.8M $0.01 %2.28 %as of Mar 31, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 266,7088.9M $0.19 %1.99 %as of Feb 27, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 179,8356M $0.03 %1.34 %as of Feb 28, 2026
Regional Bank Fund John Hancock Investment Trust II 161,5915.5M $0.63 %1.21 %as of Apr 30, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 115,1003.9M $0.01 %0.86 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 113,3993.6M $0.00 %0.85 %as of Mar 31, 2026
iShares Russell 2000 Value ETF iShares Trust 71,4382.3M $0.02 %0.53 %as of Mar 31, 2026
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 69,3342.2M $0.33 %0.52 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 57,9651.9M $0.01 %0.43 %as of Feb 28, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 55,2691.8M $0.00 %0.41 %as of Feb 28, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 39,9421.3M $0.04 %0.30 %as of Mar 31, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 36,9661.3M $0.01 %0.28 %as of Apr 30, 2026
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 33,1541.1M $0.47 %0.25 %as of Mar 31, 2026
iShares Russell 2000 Growth ETF iShares Trust 30,287968.6K $0.01 %0.23 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 29,646948.1K $0.08 %0.22 %as of Mar 31, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 27,230870.8K $0.00 %0.20 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 25,876882.4K $0.01 %0.19 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,591804.5K $0.00 %0.18 %as of Apr 30, 2026
Master Small Cap Index Series Quantitative Master Series LLC 19,291616.9K $0.01 %0.14 %as of Mar 31, 2026
Victory Integrity Discovery Fund Victory Portfolios 18,300585.2K $0.85 %0.14 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 17,236572.4K $0.00 %0.13 %as of Feb 28, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 16,609551.6K $0.02 %0.12 %as of Feb 28, 2026
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 15,522496.4K $0.41 %0.12 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 14,795491.3K $0.00 %0.11 %as of Feb 28, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 14,283456.8K $0.01 %0.11 %as of Mar 31, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 13,750468.9K $0.01 %0.10 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 12,420397.2K $0.02 %0.09 %as of Mar 31, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,293351K $0.00 %0.08 %as of Apr 30, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 10,250327.8K $0.02 %0.08 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 9,440313.5K $0.00 %0.07 %as of Feb 28, 2026
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 8,800292.2K $1.03 %0.07 %as of Feb 28, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,535291K $0.00 %0.06 %as of Apr 30, 2026
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 8,533272.9K $0.06 %0.06 %as of Mar 31, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 8,348277.2K $0.02 %0.06 %as of Feb 28, 2026
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 7,971254.9K $0.07 %0.06 %as of Mar 31, 2026
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 7,510240.2K $0.09 %0.06 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,000223.9K $0.01 %0.05 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 6,824232.7K $0.00 %0.05 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 6,471220.7K $0.00 %0.05 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,101202.6K $0.02 %0.05 %as of Feb 28, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,014192.3K $0.00 %0.04 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 5,647180.6K $0.01 %0.04 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 5,378172K $0.00 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 5,120174.6K $0.01 %0.04 %as of Apr 30, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 4,713150.7K $0.21 %0.04 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,486143.5K $0.00 %0.03 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 4,458142.6K $0.02 %0.03 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 4,262145.3K $0.00 %0.03 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 4,162138.2K $0.01 %0.03 %as of Feb 28, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,032128.9K $0.00 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,000127.9K $0.00 %0.03 %as of Mar 31, 2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 3,768120.5K $0.03 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 3,668117.3K $0.01 %0.03 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 3,505112.1K $0.00 %0.03 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 3,421113.6K $0.00 %0.03 %as of Feb 28, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,287105.1K $0.00 %0.02 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,234103.4K $0.01 %0.02 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,123103.7K $0.01 %0.02 %as of Feb 28, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,04997.5K $0.01 %0.02 %as of Mar 31, 2026
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,72487.1K $0.00 %0.02 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 2,67391.1K $0.00 %0.02 %as of Apr 30, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 2,58482.6K $0.01 %0.02 %as of Mar 31, 2026
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,50483.2K $0.08 %0.02 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 2,39076.4K $0.00 %0.02 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,33879.7K $0.00 %0.02 %as of Apr 30, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,26377.2K $0.00 %0.02 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2,24071.6K $0.00 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,22671.2K $0.01 %0.02 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,21573.6K $0.03 %0.02 %as of Feb 28, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 2,17969.7K $0.01 %0.02 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,13468.2K $0.04 %0.02 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,11372.1K $0.00 %0.02 %as of Apr 30, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,06470.4K $0.01 %0.02 %as of Apr 30, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,00066.4K $0.01 %0.01 %as of Feb 28, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,77560.5K $0.01 %0.01 %as of Apr 30, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 1,75156K $0.01 %0.01 %as of Mar 31, 2026
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 1,73855.6K $0.23 %0.01 %as of Mar 31, 2026
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,69657.8K $0.00 %0.01 %as of Apr 30, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,63052.1K $0.01 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,45946.7K $0.01 %0.01 %as of Mar 31, 2026
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,43445.9K $0.00 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,42345.5K $0.01 %0.01 %as of Mar 31, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,39147.4K $0.00 %0.01 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 1,38144.2K $0.00 %0.01 %as of Mar 31, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,36343.6K $0.01 %0.01 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,30541.7K $0.01 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 1,28743.9K $0.01 %0.01 %as of Apr 30, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,24642.5K $0.01 %0.01 %as of Apr 30, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 1,18137.8K $0.00 %0.01 %as of Mar 31, 2026
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 1,17937.7K $0.66 %0.01 %as of Mar 31, 2026
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 1,09537.3K $0.00 %0.01 %as of Apr 30, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,05435.9K $0.00 %0.01 %as of Apr 30, 2026
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 98533.6K $0.00 %0.01 %as of Apr 30, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 98432.7K $0.00 %0.01 %as of Feb 28, 2026
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 92729.6K $0.00 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 91831.3K $0.00 %0.01 %as of Apr 30, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 87428K $0.01 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 85429.1K $0.01 %0.01 %as of Apr 30, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 84427K $0.01 %0.01 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
MARSOT INVERSIONS SICAV SA GVC GAESCO GESTIÓN, SGIIC, S.A. 2.11 %as of Dec 31, 2025
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 1.03 %as of Feb 28, 2026
Victory Integrity Discovery Fund Victory Portfolios 0.85 %as of Mar 31, 2026
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 0.66 %as of Mar 31, 2026
Regional Bank Fund John Hancock Investment Trust II 0.63 %as of Apr 30, 2026
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0.47 %as of Mar 31, 2026
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 0.41 %as of Mar 31, 2026
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 0.33 %as of Mar 31, 2026
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 0.23 %as of Mar 31, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.21 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterHoldersChangeSharesChange
2026Q2152+52,392,312+6.7 %
2026Q1147+32,241,779+1.9 %
2025Q4144+92,200,004+28.9 %
2025Q3135+161,706,470+6.5 %
2025Q2119+61,602,174+65.0 %
2025Q1113+5971,132+30.0 %
2024Q4108+6747,150+4.0 %
2024Q3102+5718,292+1.6 %
2024Q297+6706,950+3.7 %
2024Q191+1681,603+4.3 %
2023Q490653,791

Institutional managers

98 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.1,892,32060.5M $as of Mar 31, 2026
Orange Investment Advisors, Inc.1,061,49033.9M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP497,42215.9M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE309,3109.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC260,4738.3M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC235,2807.5M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.219,1996.3M $as of Mar 31, 2026
BANC FUNDS CO LLC197,5366.3M $as of Mar 31, 2026
STATE STREET CORP187,1486M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP126,9364.1M $as of Mar 31, 2026
MORGAN STANLEY101,1883.2M $as of Mar 31, 2026
NORTHERN TRUST CORP88,7102.8M $as of Mar 31, 2026
MARSHALL WACE, LLP87,8662.8M $as of Mar 31, 2026
BROWN BROTHERS HARRIMAN & CO84,3742.7M $as of Mar 31, 2026
EJF Capital LP80,8422.6M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP78,3052.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC72,0282.3M $as of Mar 31, 2026
MALTESE CAPITAL MANAGEMENT LLC52,5731.7M $as of Mar 31, 2026
Bank of New York Mellon Corp50,4441.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/47,6581.5M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC47,5381.5M $as of Mar 31, 2026
HSBC HOLDINGS PLC46,8001.5M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC43,0971.4M $as of Mar 31, 2026
Nuveen, LLC42,3541.4M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP37,8781.2M $as of Mar 31, 2026
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Titelia. "Funds holding Orange County Bancorp Inc". https://titelia.com/en/stocks/orange-county-bancorp-inc-US68417L1070