Titelia

Fund shareholders of Origin Bancorp Inc

ISIN US68621T1025 · United States · LEI 54930055DO2Z4KO3NB45

Fund shareholders
223
Of which ETFs
49 174 other funds
Value held
395.6M $
Share of capital
30.0 % of 30.8M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 973,10640.3M $0.00 %3.15 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 735,83830.5M $0.04 %2.39 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 526,59721.9M $0.09 %1.71 %as of Feb 28, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 369,43215.3M $1.81 %1.20 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 324,33313.4M $0.02 %1.05 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 303,22612.6M $0.14 %0.98 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 292,45313.7M $0.04 %0.95 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 288,93913.5M $0.07 %0.94 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 254,77610.6M $0.01 %0.83 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 247,32110.3M $0.28 %0.80 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 240,76310M $0.08 %0.78 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 213,0748.8M $1.55 %0.69 %as of Mar 31, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 200,0008.3M $3.65 %0.65 %as of Mar 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 191,0517.9M $0.44 %0.62 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 189,5987.9M $0.84 %0.61 %as of Feb 28, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 159,2937.5M $0.05 %0.52 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 158,9507.4M $0.05 %0.52 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 152,6966.4M $0.02 %0.49 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 147,4386.1M $0.04 %0.48 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 144,4176.8M $0.09 %0.47 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 142,1625.9M $0.03 %0.46 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 133,7386.3M $0.03 %0.43 %as of Apr 30, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 106,9304.4M $0.54 %0.35 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 100,6874.7M $0.03 %0.33 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 88,0334.1M $0.37 %0.29 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 80,6213.8M $0.18 %0.26 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 80,4683.8M $0.05 %0.26 %as of Apr 30, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 78,5313.3M $1.05 %0.25 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 78,2223.2M $0.27 %0.25 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 78,1063.2M $0.07 %0.25 %as of Feb 27, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 77,4003.6M $0.01 %0.25 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 75,3533.1M $0.27 %0.24 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 74,9743.1M $0.26 %0.24 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 68,2782.8M $1.06 %0.22 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 66,5912.8M $0.12 %0.22 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 65,3333.1M $0.04 %0.21 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 53,7792.2M $0.00 %0.17 %as of Feb 28, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 52,8572.5M $0.34 %0.17 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 50,0872.3M $0.01 %0.16 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 49,4932.1M $0.01 %0.16 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 48,0832M $0.04 %0.16 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 46,4901.9M $0.21 %0.15 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 44,5021.8M $0.00 %0.14 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 42,1011.8M $0.00 %0.14 %as of Feb 28, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 36,7721.5M $0.29 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 36,6411.7M $0.04 %0.12 %as of Apr 30, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 34,9221.4M $1.00 %0.11 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 34,5911.6M $0.00 %0.11 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 34,2931.4M $0.08 %0.11 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 33,4021.6M $0.13 %0.11 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 31,5341.3M $0.04 %0.10 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 29,4841.2M $0.08 %0.10 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 26,3051.1M $0.06 %0.09 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 25,4271.1M $0.04 %0.08 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 25,4131.2M $0.04 %0.08 %as of Apr 30, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 23,243963.7K $1.36 %0.08 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 21,127989.2K $0.20 %0.07 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 20,661967.3K $0.00 %0.07 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 20,615857.6K $0.08 %0.07 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 20,500849.9K $0.04 %0.07 %as of Mar 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 20,251839.6K $0.18 %0.07 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 20,243839.3K $0.27 %0.07 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 19,400804.3K $0.10 %0.06 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 18,999787.7K $0.29 %0.06 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,973786.6K $0.09 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 18,627872.1K $0.00 %0.06 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 17,803738.1K $0.49 %0.06 %as of Mar 31, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 17,519726.3K $0.40 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 17,024705.8K $0.00 %0.06 %as of Mar 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 16,974703.7K $0.42 %0.06 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 16,956703K $0.20 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 16,455684.5K $0.00 %0.05 %as of Feb 28, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 16,320678.9K $0.48 %0.05 %as of Feb 28, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 16,180757.5K $0.02 %0.05 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 15,590646.4K $0.04 %0.05 %as of Mar 31, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 15,555647.1K $0.39 %0.05 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,384720.3K $0.01 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 15,217712.5K $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 14,594605.1K $0.00 %0.05 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 14,572606.2K $0.08 %0.05 %as of Feb 28, 2026 ↗
Small Cap Index Fund Northern Funds 13,501559.8K $0.04 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 12,871602.6K $0.04 %0.04 %as of Apr 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 12,649592.2K $0.05 %0.04 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 12,604522.6K $0.00 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 12,291511.3K $0.04 %0.04 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 12,289509.5K $0.03 %0.04 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 12,088502.9K $0.00 %0.04 %as of Feb 28, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 11,522479.3K $0.04 %0.04 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 11,389533.2K $0.07 %0.04 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,870450.7K $0.02 %0.04 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 10,834449.2K $0.01 %0.04 %as of Mar 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 10,551437.4K $0.31 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 10,251480K $0.02 %0.03 %as of Apr 30, 2026 ↗
Small Cap Value Fund VALIC Co I 10,241426K $0.17 %0.03 %as of Feb 28, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,224423.9K $0.21 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 10,200422.9K $0.02 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 10,068471.4K $0.00 %0.03 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,922464.5K $0.05 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 9,701454.2K $0.00 %0.03 %as of Apr 30, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 9,700402.2K $0.58 %0.03 %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
RMB Mendon Financial Services Fund RMB Investors Trust 3.65 %as of Mar 31, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 1.81 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 1.55 %as of Mar 31, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 1.36 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 1.06 %as of Mar 31, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 1.05 %as of Mar 31, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 1.00 %as of Mar 31, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 0.86 %as of Feb 28, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 0.84 %as of Feb 28, 2026 ↗
Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC 0.73 %as of Apr 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q222309,255,588+1.9 %
2026Q1223-89,079,099-0.5 %
2025Q4231+119,127,925-8.1 %
2025Q3220+99,935,168-2.6 %
2025Q2211+2610,200,286+2.5 %
2025Q1185+49,947,117+0.9 %
2024Q4181+49,856,359+2.2 %
2024Q3177-79,642,537-1.2 %
2024Q2184+69,756,812-3.5 %
2024Q1178-410,106,287-1.9 %
2023Q418210,305,570

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.2,470,443102.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,425,22059.1M $as of Mar 31, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC1,130,27746.9M $as of Mar 31, 2026
STATE STREET CORP984,88040.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC886,77536.8M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP847,22735.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC713,67529.6M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC703,03529.1M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC653,53327.1M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP512,65221.3M $as of Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.403,95516.7M $as of Mar 31, 2026
Bank of New York Mellon Corp369,40715.3M $as of Mar 31, 2026
Tributary Capital Management, LLC356,94414.8M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC337,22914M $as of Mar 31, 2026
Nuveen, LLC313,34813M $as of Mar 31, 2026
ENDEAVOUR CAPITAL ADVISORS INC302,99012.6M $as of Mar 31, 2026
JPMORGAN CHASE & CO293,90712M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC258,84910.7M $as of Mar 31, 2026
NORTHERN TRUST CORP250,81110.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC240,52510M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC216,6919M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP216,1379M $as of Mar 31, 2026
Russell Investments Group, Ltd.213,1748.8M $as of Mar 31, 2026
Curi Capital, LLC201,1688.3M $as of Mar 31, 2026
MENDON CAPITAL ADVISORS CORP200,0008.3M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Origin Bancorp Inc". https://titelia.com/en/stocks/origin-bancorp-inc-US68621T1025