Titelia

Fund shareholders of Orrstown Financial Services Inc

ISIN US6873801053 · United States · LEI 5493008IR3FINUFGVM95

Fund shareholders
192
Of which ETFs
45 147 other funds
Value held
196.5M $
Share of capital
27.6 % of 19.7M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 581,22121M $0.00 %2.95 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 457,87016.5M $0.02 %2.33 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 387,05013.9M $0.06 %1.97 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 338,46912.2M $0.33 %1.72 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 217,9197.9M $0.01 %1.11 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 185,2306.8M $0.02 %0.94 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 179,0876.6M $0.04 %0.91 %as of Apr 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 170,1006.2M $0.16 %0.86 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 161,5415.8M $0.88 %0.82 %as of Feb 28, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 159,5185.8M $0.05 %0.81 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 134,8184.9M $0.00 %0.69 %as of Mar 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 121,1034.4M $0.51 %0.62 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 120,2934.4M $0.03 %0.61 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 102,5963.7M $0.01 %0.52 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 94,4623.4M $0.02 %0.48 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 92,4973.3M $0.02 %0.47 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 89,7473.3M $0.04 %0.46 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 85,1093.1M $0.02 %0.43 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 71,5002.6M $0.02 %0.36 %as of Apr 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 65,9652.4M $0.35 %0.34 %as of Feb 28, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 64,7742.3M $0.10 %0.33 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 64,4752.4M $0.02 %0.33 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 63,4772.3M $0.03 %0.32 %as of Apr 30, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 62,0292.2M $0.99 %0.32 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 58,2772.1M $0.09 %0.30 %as of Apr 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 57,6332.1M $0.12 %0.29 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 57,5962.1M $0.27 %0.29 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 47,3271.7M $0.14 %0.24 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 44,2131.6M $0.00 %0.22 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 40,6181.5M $0.02 %0.21 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 40,0951.4M $0.06 %0.20 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 36,7301.3M $0.00 %0.19 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 33,8261.2M $0.00 %0.17 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 31,6391.1M $0.02 %0.16 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 31,4131.1M $0.06 %0.16 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 30,8841.1M $0.01 %0.16 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 29,2731.1M $0.07 %0.15 %as of Feb 28, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 28,9081.1M $0.21 %0.15 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 28,6171.1M $0.00 %0.15 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 27,9501M $0.00 %0.14 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 26,466972.4K $0.00 %0.13 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 23,539864.8K $0.02 %0.12 %as of Apr 30, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 23,400859.7K $0.69 %0.12 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 23,178836.3K $0.05 %0.12 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 22,725816.7K $0.10 %0.12 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 20,667759.3K $0.03 %0.11 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 20,497739.5K $0.28 %0.10 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 19,657709.2K $0.02 %0.10 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 17,249619.9K $0.11 %0.09 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,902547.5K $0.01 %0.08 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,892499.3K $0.05 %0.07 %as of Feb 28, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 13,821496.7K $0.24 %0.07 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 12,990468.7K $0.01 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,700458.2K $0.02 %0.06 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 12,451449.2K $0.01 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 12,410455.9K $0.00 %0.06 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 11,961431.6K $0.04 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 11,541414.8K $0.00 %0.06 %as of Feb 28, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,298407.6K $0.04 %0.06 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 10,713385K $0.00 %0.05 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 10,360373.8K $0.02 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 10,122365.2K $0.00 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 10,003367.5K $0.00 %0.05 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 9,355337.5K $0.05 %0.05 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 9,076326.2K $0.00 %0.05 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 8,998330.6K $0.01 %0.05 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 8,672312.9K $0.00 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 8,301299.5K $0.02 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,239297.3K $0.00 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 8,109297.9K $0.02 %0.04 %as of Apr 30, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 8,107291.4K $0.07 %0.04 %as of Feb 28, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 7,749279.6K $0.07 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 7,399265.9K $0.02 %0.04 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 6,950250.8K $0.01 %0.04 %as of Mar 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 6,875248.1K $0.34 %0.03 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,818250.5K $0.03 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 6,809250.2K $0.01 %0.03 %as of Apr 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 6,700246.2K $0.01 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 6,575237.2K $0.00 %0.03 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,548235.3K $0.09 %0.03 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 6,542240.4K $0.01 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,532240K $0.04 %0.03 %as of Apr 30, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 6,368229.8K $0.01 %0.03 %as of Mar 31, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 6,337228.6K $0.33 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,300227.3K $0.01 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,985215.9K $0.02 %0.03 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 5,824214K $0.00 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 5,728210.4K $0.00 %0.03 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 5,698205.6K $0.02 %0.03 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 5,455196.1K $0.08 %0.03 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 5,171190K $0.00 %0.03 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,089183.6K $0.01 %0.03 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,047181.4K $0.10 %0.03 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,845178K $0.00 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,641167.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,559164.5K $0.02 %0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 4,366160.4K $0.01 %0.02 %as of Apr 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 4,365157.5K $0.04 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,809137.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,701133.5K $0.02 %0.02 %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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 0.99 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.88 %as of Feb 28, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 0.69 %as of Apr 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 0.51 %as of Apr 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 0.35 %as of Feb 28, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.34 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 0.33 %as of Mar 31, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 0.33 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 0.28 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 0.27 %as of Feb 28, 2026 ↗

Quarter after quarter

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

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