Titelia

Fund shareholders of Orrstown Financial Services Inc

ISIN US6873801053 · United States · LEI 5493008IR3FINUFGVM95

Fund shareholders
194
Of which ETFs
45 149 other funds
Value held
242.1M $
Share of capital
30.6 % of 19.7M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 592,62124.2M $0.00 %3.01 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 540,07022.1M $0.03 %2.75 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 468,37717.4M $0.06 %2.38 %as of May 31, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 461,11017.1M $0.02 %2.34 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 224,3529.2M $0.01 %1.14 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 210,1449M $0.03 %1.07 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 192,9007.9M $0.05 %0.98 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 190,5677.8M $0.16 %0.97 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 180,1757.7M $0.04 %0.92 %as of Jul 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 177,2776.6M $1.00 %0.90 %as of May 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 166,8007.1M $0.18 %0.85 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 123,2815.3M $0.03 %0.63 %as of Jul 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 121,1035.2M $0.54 %0.62 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 102,3033.8M $0.01 %0.52 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 95,8773.6M $0.02 %0.49 %as of May 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 94,9984.1M $0.05 %0.48 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 93,1543.5M $0.02 %0.47 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 85,1093.6M $0.02 %0.43 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 80,8513.5M $0.02 %0.41 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 78,9863.2M $0.10 %0.40 %as of Jun 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 66,6152.5M $0.32 %0.34 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 65,9302.8M $0.02 %0.34 %as of Jul 31, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 65,2092.7M $1.00 %0.33 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 64,1632.6M $0.17 %0.33 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 63,7272.7M $0.03 %0.32 %as of Jul 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 61,9992.5M $0.11 %0.32 %as of Jun 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 60,7942.6M $0.10 %0.31 %as of Jul 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 57,5962.1M $0.26 %0.29 %as of May 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 48,4482M $0.00 %0.25 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 46,5222M $0.03 %0.24 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 44,2131.9M $0.00 %0.22 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 41,4791.5M $0.06 %0.21 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 36,7301.4M $0.00 %0.19 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 35,8091.5M $0.02 %0.18 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 34,6421.4M $0.00 %0.18 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 31,8361.3M $0.12 %0.16 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 31,2681.3M $0.06 %0.16 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 30,1901.3M $0.00 %0.15 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 29,9961.1M $0.01 %0.15 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 29,4831.1M $0.00 %0.15 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 29,2731.1M $0.06 %0.15 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 28,6171.2M $0.00 %0.15 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 26,9811.1M $0.05 %0.14 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 25,7421.1M $0.03 %0.13 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 22,736928.3K $0.02 %0.12 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 22,725843.8K $0.10 %0.12 %as of May 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 21,071782.4K $0.12 %0.11 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 19,570836.2K $0.03 %0.10 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 17,674721.6K $0.28 %0.09 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,902636.8K $0.01 %0.08 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,693545.6K $0.04 %0.07 %as of May 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 14,464537K $0.25 %0.07 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,700518.5K $0.02 %0.06 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,669517.3K $0.05 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 12,410530.3K $0.00 %0.06 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 12,375505.3K $0.01 %0.06 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 11,890485.5K $0.01 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 11,541428.5K $0.00 %0.06 %as of May 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 11,491491K $0.12 %0.06 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 11,273460.3K $0.03 %0.06 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 10,713397.8K $0.00 %0.05 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 10,360423K $0.02 %0.05 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 10,300440.1K $0.10 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 10,122413.3K $0.00 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 10,003427.4K $0.00 %0.05 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 9,786399.6K $0.02 %0.05 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 9,686395.5K $0.05 %0.05 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 9,349399.5K $0.03 %0.05 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 9,150391K $0.03 %0.05 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 9,076337K $0.00 %0.05 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 8,672354.1K $0.00 %0.04 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 8,629368.7K $0.01 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,239336.4K $0.00 %0.04 %as of Jun 30, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 8,120301.5K $0.07 %0.04 %as of May 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,802333.4K $0.04 %0.04 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 7,749316.4K $0.07 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 7,424275.7K $0.02 %0.04 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,386315.6K $0.01 %0.04 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 6,950283.8K $0.01 %0.04 %as of Jun 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 6,926282.8K $0.32 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,900281.7K $0.01 %0.04 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 6,612282.5K $0.01 %0.03 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,600282K $0.00 %0.03 %as of Jul 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,548243.1K $0.10 %0.03 %as of May 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,532279.1K $0.04 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 6,526266.5K $0.00 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 6,464263.9K $0.02 %0.03 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 6,382260.6K $0.00 %0.03 %as of Jun 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 6,337258.7K $0.32 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 6,031246.2K $0.03 %0.03 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 5,995256.2K $0.01 %0.03 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,985244.4K $0.02 %0.03 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 5,762235.3K $0.02 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 5,728244.8K $0.00 %0.03 %as of Jul 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 5,633240.7K $0.01 %0.03 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 5,455202.5K $0.07 %0.03 %as of May 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 5,185211.7K $0.04 %0.03 %as of Jun 30, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,047187.4K $0.10 %0.03 %as of May 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 4,898209.3K $0.01 %0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,845207K $0.00 %0.02 %as of Jul 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 1.00 %as of May 31, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 1.00 %as of Jun 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 0.54 %as of Jul 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.32 %as of Jun 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 0.32 %as of Jun 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 0.32 %as of May 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 0.28 %as of Jun 30, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 0.26 %as of May 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 0.25 %as of May 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 0.18 %as of Jul 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
2026Q3194+26,022,463+11.0 %
2026Q2192+145,423,362+18.2 %
2026Q1178+24,586,530+2.4 %
2025Q4176+54,479,058+0.8 %
2025Q3171-44,444,882-0.8 %
2025Q2175+34,480,570-0.8 %
2025Q1172+74,514,615-1.3 %
2024Q4165+154,574,749+51.0 %
2024Q3150+213,028,742+28.4 %
2024Q2129+32,359,633+1.7 %
2024Q1126-22,320,812+2.5 %
2023Q41282,264,268

Institutional managers

149 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.1,480,56153.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP900,67432.5M $as of Mar 31, 2026
STATE STREET CORP800,71928.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC592,68721.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC531,43019.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC497,08517.9M $as of Mar 31, 2026
Nuveen, LLC337,96812.2M $as of Mar 31, 2026
ALGERT GLOBAL LLC320,56011.6K $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP300,97010.9M $as of Mar 31, 2026
Assenagon Asset Management S.A.297,76310.7M $as of Mar 31, 2026
Qube Research & Technologies Ltd250,2219M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE229,1918.3M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC218,6867.9M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC206,4767.4M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP200,0007.2M $as of Mar 31, 2026
ProShare Advisors LLC178,6866.4M $as of Mar 31, 2026
Petiole USA ltd171,7666.2M $as of Mar 31, 2026
NORTHERN TRUST CORP162,1795.9M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC157,6535.7M $as of Mar 31, 2026
Pacific Ridge Capital Partners, LLC147,4345.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/139,9905.1M $as of Mar 31, 2026
Man Group plc133,7674.8M $as of Mar 31, 2026
MORGAN STANLEY125,1954.5M $as of Mar 31, 2026
Trexquant Investment LP109,9534M $as of Mar 31, 2026
CITADEL ADVISORS LLC103,9663.8M $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Orrstown Financial Services Inc". https://titelia.com/en/stocks/orrstown-financial-services-inc-US6873801053