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 | |
|---|---|---|---|---|---|
| 101 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 838 | 26.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 102 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 814 | 26K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 103 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 788 | 26.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 104 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 756 | 24.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 105 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 739 | 23.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 106 | ProShares Ultra Russell2000 ProShares Trust | 722 | 24K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 107 | ProShares UltraPro Russell2000 ProShares Trust | 722 | 24K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 108 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 609 | 19.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 109 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 576 | 18.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 110 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 533 | 17.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 111 | ProShares Russell 2000 High Income ETF ProShares Trust | 505 | 16.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 112 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 505 | 16.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 113 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 498 | 17K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 114 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 492 | 16.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 115 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 468 | 15K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 116 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 462 | 14.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 117 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 440 | 14.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 118 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 436 | 14.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 119 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 434 | 14.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 120 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 424 | 13.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 121 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 391 | 13.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 122 | TIFF MULTI-ASSET FUND TIFF Investment Program | 383 | 12.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 123 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 363 | 11.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 124 | Column Small Cap Fund Trust for Professional Managers | 356 | 11.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 125 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 324 | 10.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 126 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 313 | 10K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 127 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 310 | 9.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 128 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 294 | 9.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 129 | SmallCap Value Fund II Principal Funds, Inc | 287 | 9.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 130 | SmallCap Growth Fund I Principal Funds, Inc | 254 | 8.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 131 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 214 | 7.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 132 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 214 | 7.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 133 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 210 | 7.2K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 134 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 200 | 6.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 135 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 200 | 6.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 136 | BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 198 | 6.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 137 | Applied Finance IVS US SMID ETF ETF Opportunities Trust | 168 | 5.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 138 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 157 | 5.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 139 | Avantis U.S. Equity Fund American Century ETF Trust | 134 | 4.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 140 | ULTRA SMALL CAP PROFUND ProFunds | 132 | 4.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 141 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 100 | 3.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 142 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 56 | 1.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 143 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 49 | 1.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 144 | PROFUND VP ULTRA SMALL CAP ProFunds | 39 | 1.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 145 | PROFUND VP SMALL CAP ProFunds | 30 | 959.4 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 146 | Russell 2000 Fund Rydex Series Funds | 22 | 703.6 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 147 | SMALL-CAP PROFUND ProFunds | 21 | 716.1 $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 148 | Longview Advantage ETF RBB Fund Trust | 20 | 664.2 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 149 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 13 | 415.7 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 150 | ProShares Hedge Replication ETF ProShares Trust | 12 | 398.5 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 151 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 132.8 $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 152 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 95.9 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 153 | MARSOT INVERSIONS SICAV SA GVC GAESCO GESTIÓN, SGIIC, S.A. | 55.3K € | 2.11 % | as of Dec 31, 2025 · 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 |