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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 619 | 22.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 603 | 23.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 576 | 21.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 551 | 20.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 549 | 18.7K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 537 | 19.8K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 505 | 18.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 505 | 17.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 498 | 19K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 492 | 18.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 468 | 17.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 467 | 15.9K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 462 | 17K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 440 | 16.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 436 | 16.7K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 435 | 14.8K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 434 | 16.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 430 | 14.7K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 425 | 16.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 424 | 15.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 400 | 14.7K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 391 | 15K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 363 | 13.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 331 | 11.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 319 | 12.2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 319 | 11.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 313 | 11.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 313 | 11.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 303 | 11.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 214 | 8.2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 214 | 7.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 207 | 7.9K $ | 0.07 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 206 | 7.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 205 | 7.5K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 200 | 6.8K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 198 | 7.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 185 | 7.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 163 | 6.2K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 100 | 3.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 68 | 2.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 60 | 2.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 52 | 1.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 34 | 1.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 31 | 1.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 29 | 1.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 19 | 698.8 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 11 | 420.8 $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 11 | 375.3 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 4 | 147.1 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 136.5 $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| MARSOT INVERSIONS SICAV SA GVC GAESCO GESTIÓN, SGIIC, S.A. | 55.3K € | 2.11 % | as of Dec 31, 2025 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 150 | -2 | 2,524,098 | +5.5 % |
| 2026Q2 | 152 | +5 | 2,392,312 | +6.7 % |
| 2026Q1 | 147 | +3 | 2,241,779 | +1.9 % |
| 2025Q4 | 144 | +9 | 2,200,004 | +28.9 % |
| 2025Q3 | 135 | +16 | 1,706,470 | +6.5 % |
| 2025Q2 | 119 | +6 | 1,602,174 | +65.0 % |
| 2025Q1 | 113 | +5 | 971,132 | +30.0 % |
| 2024Q4 | 108 | +6 | 747,150 | +4.0 % |
| 2024Q3 | 102 | +5 | 718,292 | +1.6 % |
| 2024Q2 | 97 | +6 | 706,950 | +3.7 % |
| 2024Q1 | 91 | +1 | 681,603 | +4.3 % |
| 2023Q4 | 90 | 653,791 |
Institutional managers
98 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,892,320 | 60.5M $ | as of Mar 31, 2026 |
| Orange Investment Advisors, Inc. | 1,061,490 | 33.9M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 497,422 | 15.9M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 309,310 | 9.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 260,473 | 8.3M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 235,280 | 7.5M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 219,199 | 6.3M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 197,536 | 6.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 187,148 | 6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 126,936 | 4.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 101,188 | 3.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 88,710 | 2.8M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 87,866 | 2.8M $ | as of Mar 31, 2026 |
| BROWN BROTHERS HARRIMAN & CO | 84,374 | 2.7M $ | as of Mar 31, 2026 |
| EJF Capital LP | 80,842 | 2.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 78,305 | 2.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 72,028 | 2.3M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 52,573 | 1.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 50,444 | 1.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 47,658 | 1.5M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 47,538 | 1.5M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 46,800 | 1.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 43,097 | 1.4M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 42,354 | 1.4M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 37,878 | 1.2M $ | 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