Funds holding Orange County Bancorp Inc
153 funds declare a position · 28 ETFs and 125 other funds · 78.3M $· 55.3K € · US68417L1070
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 337,803 | 10.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 305,916 | 9.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 266,708 | 8.9M $ | 0.19 % | as of Feb 27, 2026 · Original filing |
| 4 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 179,835 | 6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 5 | Regional Bank Fund John Hancock Investment Trust II | 161,591 | 5.5M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| 6 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 115,100 | 3.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 113,399 | 3.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 8 | iShares Russell 2000 Value ETF iShares Trust | 71,438 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 9 | BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 69,334 | 2.2M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 10 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 57,965 | 1.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 11 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 55,269 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 12 | Diversified Equity Master Portfolio Master Investment Portfolio | 39,942 | 1.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 13 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 36,966 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 14 | First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 33,154 | 1.1M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 15 | iShares Russell 2000 Growth ETF iShares Trust | 30,287 | 968.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 16 | iShares Micro-Cap ETF iShares Trust | 29,646 | 948.1K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 17 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 27,230 | 870.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 18 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 25,876 | 882.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 19 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 23,591 | 804.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 20 | Master Small Cap Index Series Quantitative Master Series LLC | 19,291 | 616.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 21 | Victory Integrity Discovery Fund Victory Portfolios | 18,300 | 585.2K $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 22 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 17,236 | 572.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 23 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 16,609 | 551.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 24 | AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 15,522 | 496.4K $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 25 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 14,795 | 491.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 26 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 14,283 | 456.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 27 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 13,750 | 468.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 28 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 12,420 | 397.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 29 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,293 | 351K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 30 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 10,250 | 327.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 31 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 9,440 | 313.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 32 | Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II | 8,800 | 292.2K $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| 33 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,535 | 291K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 34 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 8,533 | 272.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 35 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 8,348 | 277.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 36 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 7,971 | 254.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 37 | SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 7,510 | 240.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 38 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,000 | 223.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 39 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 6,824 | 232.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 40 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 6,471 | 220.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 41 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,101 | 202.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 42 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,014 | 192.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 43 | Small Cap Index Fund Northern Funds | 5,647 | 180.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 44 | iShares Russell 3000 ETF iShares Trust | 5,378 | 172K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 45 | Global X Russell 2000 ETF GLOBAL X FUNDS | 5,120 | 174.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 46 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 4,713 | 150.7K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 47 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,486 | 143.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 48 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 4,458 | 142.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 49 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 4,262 | 145.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | Small Cap Index Fund VALIC Co I | 4,162 | 138.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 51 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,032 | 128.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 52 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,000 | 127.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 53 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 3,768 | 120.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 54 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,668 | 117.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 55 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 3,505 | 112.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 56 | Avantis U.S. Equity ETF American Century ETF Trust | 3,421 | 113.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 57 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,287 | 105.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 58 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,234 | 103.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 59 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,123 | 103.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 60 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,049 | 97.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 61 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,724 | 87.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,673 | 91.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 63 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 2,584 | 82.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 64 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 2,504 | 83.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 65 | EQ/Small Company Index Portfolio EQ Advisors Trust | 2,390 | 76.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 66 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,338 | 79.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 67 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 2,263 | 77.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 68 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 2,240 | 71.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 69 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,226 | 71.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 70 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,215 | 73.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 71 | Small Cap Index Trust John Hancock Variable Insurance Trust | 2,179 | 69.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 72 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,134 | 68.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 73 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,113 | 72.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 74 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,064 | 70.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 75 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,000 | 66.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 76 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,775 | 60.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 77 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 1,751 | 56K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 78 | Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 1,738 | 55.6K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 79 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,696 | 57.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 80 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,630 | 52.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 81 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,459 | 46.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 82 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,434 | 45.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 83 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,423 | 45.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 84 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,391 | 47.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 85 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 1,381 | 44.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 86 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,363 | 43.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 87 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,305 | 41.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 88 | Victory Extended Market Index Fund Victory Portfolios III | 1,287 | 43.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 89 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,246 | 42.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 90 | AST Small-Cap Equity Portfolio Advanced Series Trust | 1,181 | 37.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 91 | Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 1,179 | 37.7K $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 92 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 1,095 | 37.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 93 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,054 | 35.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 94 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 985 | 33.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 95 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 984 | 32.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 96 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 927 | 29.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 97 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 918 | 31.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 98 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 874 | 28K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 99 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 854 | 29.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 100 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 844 | 27K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
98 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,892,320 | 60.5M $ | as of Mar 31, 2026 |
| Orange Investment Advisors, Inc. | 1,061,490 | 33.9M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 497,422 | 15.9M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 309,310 | 9.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 260,473 | 8.3M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 235,280 | 7.5M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 197,536 | 6.3M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 219,199 | 6.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 187,148 | 6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 126,936 | 4.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 101,188 | 3.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 88,710 | 2.8M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 87,866 | 2.8M $ | as of Mar 31, 2026 |
| BROWN BROTHERS HARRIMAN & CO | 84,374 | 2.7M $ | as of Mar 31, 2026 |
| EJF Capital LP | 80,842 | 2.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 78,305 | 2.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 72,028 | 2.3M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 52,573 | 1.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 50,444 | 1.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 47,658 | 1.5M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 47,538 | 1.5M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 46,800 | 1.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 43,097 | 1.4M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 42,354 | 1.4M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 37,878 | 1.2M $ | as of Mar 31, 2026 |