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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Nuveen Equity Index Fund TIAA-CREF Funds | 3,680 | 135.2K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 3,642 | 131.4K $ | 0.02 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 3,550 | 128.1K $ | 0.18 % | 0.02 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Momentum Style Fund AQR Funds | 3,459 | 124.8K $ | 0.07 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 3,336 | 120.4K $ | 0.07 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 3,242 | 117K $ | 0.02 % | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,219 | 116.1K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 3,213 | 115.9K $ | 0.04 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 3,096 | 113.7K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,000 | 107.8K $ | 0.01 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,922 | 107.4K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,826 | 102K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 2,772 | 99.6K $ | 0.02 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,730 | 98.1K $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,649 | 95.6K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 2,594 | 93.2K $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,560 | 92.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,419 | 87.3K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,409 | 88.5K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,327 | 84K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 2,317 | 83.6K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,246 | 81K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 2,237 | 80.7K $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 2,230 | 80.5K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,109 | 77.5K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 2,098 | 77.1K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 2,046 | 73.5K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,010 | 73.8K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,994 | 73.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 1,817 | 65.6K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 1,689 | 60.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,656 | 59.7K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,561 | 56.3K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 1,540 | 55.3K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 1,487 | 53.4K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,462 | 53.7K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,449 | 52.3K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,430 | 52.5K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,421 | 51.1K $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,318 | 47.4K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,249 | 45.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,244 | 44.9K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,243 | 44.8K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 1,212 | 44.5K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,191 | 43K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,174 | 43.1K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,156 | 41.5K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,150 | 41.3K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 1,109 | 40K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,090 | 39.3K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 948 | 34.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 895 | 32.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 843 | 30.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 820 | 29.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 811 | 29.1K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 770 | 27.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 712 | 25.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 694 | 25.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 654 | 23.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 613 | 22.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 593 | 21.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 564 | 20.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 546 | 20.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 519 | 18.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 500 | 18K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 477 | 17.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 458 | 16.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 447 | 16.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 430 | 15.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 425 | 15.3K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 418 | 15K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 399 | 14.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 360 | 13K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 321 | 11.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 297 | 10.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 288 | 10.4K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 210 | 7.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 124 | 4.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 111 | 4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 98 | 3.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 95 | 3.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 62 | 2.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 47 | 1.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 44 | 1.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 34 | 1.2K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 33 | 1.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 26 | 938.1 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Yieldmax U.S.Stocks Target Double Distribution ETF Tidal Trust II | 20 | 734.8 $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 19 | 682.9 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 13 | 477.6 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 6 | 215.6 $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 5 | 180.4 $ | 0.01 % | 0.00 % | as of Mar 31, 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 | |
|---|---|---|
| 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 192 | +14 | 5,423,362 | +18.2 % |
| 2026Q1 | 178 | +2 | 4,586,530 | +2.4 % |
| 2025Q4 | 176 | +5 | 4,479,058 | +0.8 % |
| 2025Q3 | 171 | -4 | 4,444,882 | -0.8 % |
| 2025Q2 | 175 | +3 | 4,480,570 | -0.8 % |
| 2025Q1 | 172 | +7 | 4,514,615 | -1.3 % |
| 2024Q4 | 165 | +15 | 4,574,749 | +51.0 % |
| 2024Q3 | 150 | +21 | 3,028,742 | +28.4 % |
| 2024Q2 | 129 | +3 | 2,359,633 | +1.7 % |
| 2024Q1 | 126 | -2 | 2,320,812 | +2.5 % |
| 2023Q4 | 128 | 2,264,268 |
Institutional managers
149 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,480,561 | 53.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 900,674 | 32.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 800,719 | 28.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 592,687 | 21.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 531,430 | 19.2M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 497,085 | 17.9M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 337,968 | 12.2M $ | as of Mar 31, 2026 |
| ALGERT GLOBAL LLC | 320,560 | 11.6K $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 300,970 | 10.9M $ | as of Mar 31, 2026 |
| Assenagon Asset Management S.A. | 297,763 | 10.7M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 250,221 | 9M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 229,191 | 8.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 218,686 | 7.9M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 206,476 | 7.4M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 200,000 | 7.2M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 178,686 | 6.4M $ | as of Mar 31, 2026 |
| Petiole USA ltd | 171,766 | 6.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 162,179 | 5.9M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 157,653 | 5.7M $ | as of Mar 31, 2026 |
| Pacific Ridge Capital Partners, LLC | 147,434 | 5.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 139,990 | 5.1M $ | as of Mar 31, 2026 |
| Man Group plc | 133,767 | 4.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 125,195 | 4.5M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 109,953 | 4M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 103,966 | 3.8M $ | 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