Titelia

Funds holding Orange County Bancorp Inc

ISIN US68417L1070 · United States

Fund holders
152
Of which ETFs
27 125 other funds
Value held
≈ 91.7M $ 91.6M $ · 55.3K €
Share of capital
18.8 % of 13.4M shares on Aug 5, 2026

152 funds hold this company. This table lists the 151 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 337,80312.4M $0.00 %2.52 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 332,90512.2M $0.01 %2.48 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 262,6239M $0.17 %1.96 %as of May 29, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 231,4527.9M $0.03 %1.73 %as of May 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 161,5916.2M $0.64 %1.21 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 137,9195.3M $0.02 %1.03 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 122,7034.5M $0.00 %0.92 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 74,5072.7M $0.02 %0.56 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 68,0792.5M $0.30 %0.51 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 59,9872M $0.01 %0.45 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 52,1771.8M $0.00 %0.39 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 39,6741.5M $0.01 %0.30 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 37,6811.4M $0.09 %0.28 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 37,4071.4M $0.01 %0.28 %as of Jun 30, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 34,7091.3M $0.48 %0.26 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 32,1731.2M $0.04 %0.24 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 30,7941.2M $0.02 %0.23 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 25,698982.9K $0.01 %0.19 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 23,326795.9K $0.03 %0.17 %as of May 31, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 19,750726.4K $0.79 %0.15 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 19,291709.5K $0.01 %0.14 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 17,236588.1K $0.00 %0.13 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 16,711639.2K $0.02 %0.12 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 15,698535.6K $0.00 %0.12 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,450591K $0.01 %0.12 %as of Jul 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 14,066517.3K $0.37 %0.10 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 12,365454.8K $0.02 %0.09 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 12,116445.6K $0.02 %0.09 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 11,908438K $0.01 %0.09 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,701409.3K $0.00 %0.08 %as of Jul 31, 2026 ↗
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 10,291351.1K $1.08 %0.08 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 9,870336.8K $0.02 %0.07 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 9,440322.1K $0.00 %0.07 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,100334.7K $0.01 %0.07 %as of Jun 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 8,533313.8K $0.06 %0.06 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 8,523326K $0.00 %0.06 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 7,923291.4K $0.07 %0.06 %as of Jun 30, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 7,510276.2K $0.09 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 6,824261K $0.00 %0.05 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 6,572241.7K $0.01 %0.05 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,382217.8K $0.02 %0.05 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 6,059231.8K $0.02 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,014221.2K $0.00 %0.04 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,780212.6K $0.00 %0.04 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 5,324195.8K $0.00 %0.04 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,072186.5K $0.02 %0.04 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 4,726173.8K $0.20 %0.04 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 4,666159.2K $0.00 %0.03 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,486165K $0.00 %0.03 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 4,358160.3K $0.02 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 4,262163K $0.00 %0.03 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 4,162142K $0.01 %0.03 %as of May 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,000147.1K $0.00 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,964145.8K $0.01 %0.03 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 3,841131.1K $0.00 %0.03 %as of May 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 3,768138.6K $0.03 %0.03 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 3,690135.7K $0.01 %0.03 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 3,505128.9K $0.00 %0.03 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,219109.8K $0.01 %0.02 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 3,120114.8K $0.01 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,049112.1K $0.01 %0.02 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2,970109.2K $0.00 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 2,795102.8K $0.02 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 2,673102.2K $0.00 %0.02 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,61199.9K $0.00 %0.02 %as of Jul 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,50485.4K $0.08 %0.02 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,33889.4K $0.00 %0.02 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,29284.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,22681.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,22581.8K $0.00 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,09580.1K $0.01 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,06478.9K $0.01 %0.02 %as of Jul 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,05675.6K $0.03 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,00068.2K $0.01 %0.01 %as of May 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,99273.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,90870.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,84567.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,79065.8K $0.02 %0.01 %as of Jun 30, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 1,73863.9K $0.22 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,42352.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,39153.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 1,38150.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,36952.4K $0.01 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,32145.1K $0.02 %0.01 %as of May 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,30548K $0.01 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,24647.7K $0.01 %0.01 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 1,18143.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,14842.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,10540.6K $0.02 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,07641.2K $0.02 %0.01 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,05440.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,00737K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 98433.6K $0.00 %0.01 %as of May 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 97035.7K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 91835.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 78830.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 73927.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 65922.5K $0.00 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 62923.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 62623K $0.01 %0.00 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

Funds that publish their own holdings

FundWeight in fund
Mandarine Funds - Mandarine Global Microcap Mandarine Gestion 0.32 %as of Jun 30, 2026 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in 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 1.08 %as of May 31, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 0.79 %as of Jun 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 0.64 %as of Jul 31, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0.48 %as of Jun 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 0.37 %as of Jun 30, 2026 ↗
Mandarine Funds - Mandarine Global Microcap Mandarine Gestion 0.32 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 0.30 %as of Jun 30, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 0.22 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.20 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q3150-22,524,098+5.5 %
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 table shows the 25 largest.

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
Cite this page

Titelia. "Funds holding Orange County Bancorp Inc". https://titelia.com/en/stocks/orange-county-bancorp-inc-US68417L1070