Titelia

Fund shareholders of Origin Bancorp Inc

ISIN US68621T1025 · United States · LEI 54930055DO2Z4KO3NB45

Fund shareholders
234
Of which ETFs
50 184 other funds
Value held
499.1M $
Share of capital
31.5 % of 30.8M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 938,99348M $0.00 %3.04 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 797,76840.8M $0.05 %2.59 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 521,49324.9M $0.09 %1.69 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 333,64017.1M $0.02 %1.08 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 328,37418M $0.05 %1.06 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 303,22615.5M $0.15 %0.98 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 289,49915.8M $0.08 %0.94 %as of Jul 31, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 279,49814.3M $1.51 %0.91 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 275,80814.1M $0.10 %0.89 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 260,34713.3M $0.28 %0.84 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 254,77613M $0.01 %0.83 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II 213,61810.9M $0.48 %0.69 %as of Jun 30, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 205,09610.5M $1.56 %0.66 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 204,3779.7M $1.04 %0.66 %as of May 31, 2026 ↗
RMB Mendon Financial Services Fund RMB Investors Trust 200,00010.2M $3.96 %0.65 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 169,1359.3M $0.06 %0.55 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 159,8498.7M $0.06 %0.52 %as of Jul 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 155,9598M $0.37 %0.51 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 152,8987.3M $0.04 %0.50 %as of May 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 151,2558.3M $0.10 %0.49 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 150,6617.2M $0.02 %0.49 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 139,9086.7M $0.03 %0.45 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 133,7387.3M $0.04 %0.43 %as of Jul 31, 2026 ↗
Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST 106,9305.1M $0.59 %0.35 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 101,1365.5M $0.04 %0.33 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 101,0755.2M $0.34 %0.33 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 97,3185M $0.38 %0.32 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 90,4755M $0.37 %0.29 %as of Jul 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 85,1184.7M $0.11 %0.28 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 84,5014.6M $0.06 %0.27 %as of Jul 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 80,6214.4M $0.22 %0.26 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 78,2224M $0.30 %0.25 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 77,4004.2M $0.01 %0.25 %as of Jul 31, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 76,5053.9M $1.06 %0.25 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 73,2664M $0.05 %0.24 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 68,2073.3M $0.12 %0.22 %as of May 31, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 63,9673.3M $1.06 %0.21 %as of Jun 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 60,6703.1M $0.28 %0.20 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 56,4092.9M $0.05 %0.18 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 53,7792.6M $0.00 %0.17 %as of May 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 52,8572.9M $0.29 %0.17 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 50,0872.7M $0.01 %0.16 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 47,6672.3M $0.02 %0.15 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 45,5902.3M $0.00 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 43,9002.1M $0.00 %0.14 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 39,6502M $0.09 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 39,6432.2M $0.05 %0.13 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 34,5911.9M $0.00 %0.11 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 34,1091.9M $0.14 %0.11 %as of Jul 31, 2026 ↗
Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II 33,8581.7M $0.49 %0.11 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 33,8091.7M $0.05 %0.11 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 33,5871.7M $0.25 %0.11 %as of Jun 30, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 31,7131.6M $0.99 %0.10 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 31,5171.6M $0.07 %0.10 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 29,4841.4M $0.08 %0.10 %as of May 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 29,0001.4M $0.17 %0.09 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 25,0771.4M $0.05 %0.08 %as of Jul 31, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 23,9861.2M $1.40 %0.08 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 23,9401.2M $0.37 %0.08 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 22,2211.1M $0.08 %0.07 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 21,4001.1M $0.05 %0.07 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 21,0771M $0.02 %0.07 %as of May 29, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 20,6611.1M $0.00 %0.07 %as of Jul 31, 2026 ↗
Small Cap Value Fund VALIC Co I 19,824944.8K $0.37 %0.06 %as of May 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 19,400992.3K $0.11 %0.06 %as of Jun 30, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 19,320988.2K $0.18 %0.06 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 19,175980.8K $0.56 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 18,6271M $0.00 %0.06 %as of Jul 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,627952.8K $0.09 %0.06 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 17,046871.9K $0.34 %0.06 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 16,856862.2K $0.22 %0.05 %as of Jun 30, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 16,541846.1K $0.39 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 16,455784.2K $0.00 %0.05 %as of May 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 16,269832.2K $0.42 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 15,956816.1K $0.00 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 15,708803.5K $0.01 %0.05 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 15,701859.3K $0.20 %0.05 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 15,600797.9K $0.04 %0.05 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,384842K $0.02 %0.05 %as of Jul 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 15,374841.4K $0.02 %0.05 %as of Jul 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 15,319783.6K $0.03 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 15,292782.2K $0.05 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 15,217832.8K $0.00 %0.05 %as of Jul 31, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 14,612696.4K $0.37 %0.05 %as of May 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 14,572694.5K $0.08 %0.05 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 14,490741.2K $0.00 %0.05 %as of Jun 30, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 14,488690.5K $0.53 %0.05 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 14,412788.8K $0.05 %0.05 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 13,629745.9K $0.06 %0.04 %as of Jul 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,539692.5K $0.29 %0.04 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 12,289628.6K $0.03 %0.04 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 12,088576.1K $0.00 %0.04 %as of May 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 12,028615.2K $0.01 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 11,710558.1K $0.04 %0.04 %as of May 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 11,522549.1K $0.04 %0.04 %as of May 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 11,291577.5K $0.31 %0.04 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,870556K $0.02 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 10,737587.6K $0.02 %0.03 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 10,600542.2K $0.02 %0.03 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 10,591541.7K $0.13 %0.03 %as of Jun 30, 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
RMB Mendon Financial Services Fund RMB Investors Trust 3.96 %as of Jun 30, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 1.56 %as of Jun 30, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 1.51 %as of Jun 30, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 1.40 %as of Jun 30, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 1.06 %as of Jun 30, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 1.06 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 1.04 %as of May 31, 2026 ↗
Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust 1.02 %as of Jul 31, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 0.99 %as of Jun 30, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 0.88 %as of May 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3234+119,714,872+5.0 %
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 table shows the 25 largest.

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