Orange County Bancorp, Inc. Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $10.80M | 0.00% | 337,803 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $9.78M | 0.01% | 305,916 NS | $71.92B | FIGI |
| John Hancock Financial Opportunities Fund — | — | $3.94M | 0.56% | 123,187 NS | $705.77M | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $3.63M | 0.00% | 113,399 NS | $81.50B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $2.28M | 0.02% | 71,438 NS | $12.46B | FIGI |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | — | $2.22M | 0.33% | 69,334 NS | $668.68M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $1.28M | 0.04% | 39,942 NS | $2.98B | FIGI |
| First Trust Dow Jones Select MicroCap Index F… First Trust Exchange-Traded Fund | FDM | $1.06M | 0.47% | 33,154 NS | $226.25M | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $968.6K | 0.01% | 30,287 NS | $12.17B | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $948.1K | 0.08% | 29,646 NS | $1.21B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $870.8K | 0.00% | 27,230 NS | $129.17B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $616.9K | 0.01% | 19,291 NS | $4.82B | FIGI |
| Victory Integrity Discovery Fund Victory Portfolios | — | $585.2K | 0.85% | 18,300 NS | $68.76M | FIGI |
| AVIP BlackRock Advantage Small Cap Growth Por… AuguStar Variable Insurance Products Fund… | — | $496.4K | 0.41% | 15,522 NS | $122.36M | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $456.8K | 0.01% | 14,283 NS | $3.39B | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $397.2K | 0.02% | 12,420 NS | $1.94B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $327.8K | 0.02% | 10,250 NS | $1.80B | FIGI |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $272.9K | 0.06% | 8,533 NS | $444.74M | FIGI |
| WisdomTree U.S. SmallCap Quality Dividend Gro… WisdomTree Trust | DGRS | $254.9K | 0.07% | 7,971 NS | $359.41M | FIGI |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | — | $240.2K | 0.09% | 7,510 NS | $271.71M | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $223.9K | 0.01% | 7,000 NS | $1.95B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $192.3K | 0.00% | 6,014 NS | $58.89B | FIGI |
| Small Cap Index Fund Northern Funds | — | $180.6K | 0.01% | 5,647 NS | $1.38B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $172.0K | 0.00% | 5,378 NS | $17.05B | FIGI |
| First Trust NASDAQ ABA Community Bank Index F… First Trust Exchange-Traded Fund | QABA | $150.7K | 0.21% | 4,713 NS | $72.80M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $143.5K | 0.00% | 4,486 NS | $30.28B | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $142.6K | 0.02% | 4,458 NS | $633.02M | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $128.9K | 0.00% | 4,032 NS | $5.64B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $127.9K | 0.00% | 4,000 NS | $2.63B | FIGI |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | — | $120.5K | 0.03% | 3,768 NS | $375.87M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $117.3K | 0.01% | 3,668 NS | $956.61M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $112.1K | 0.00% | 3,505 NS | $9.06B | FIGI |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION POR… Thrivent Series Fund, Inc. | — | $105.1K | 0.00% | 3,287 NS | $7.86B | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $103.4K | 0.01% | 3,234 NS | $962.08M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $97.5K | 0.01% | 3,049 NS | $768.54M | FIGI |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $87.1K | 0.00% | 2,724 NS | $8.32B | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $82.6K | 0.01% | 2,584 NS | $1.14B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $76.4K | 0.00% | 2,390 NS | $1.59B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $71.6K | 0.00% | 2,240 NS | $1.90B | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $71.2K | 0.01% | 2,226 NS | $584.32M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $69.7K | 0.01% | 2,179 NS | $550.95M | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $68.2K | 0.04% | 2,134 NS | $174.05M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $56.0K | 0.01% | 1,751 NS | $741.60M | FIGI |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | SQLV | $55.6K | 0.23% | 1,738 NS | $24.26M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $52.1K | 0.01% | 1,630 NS | $419.22M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $46.7K | 0.01% | 1,459 NS | $354.45M | FIGI |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $45.9K | 0.00% | 1,434 NS | $2.37B | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $45.5K | 0.01% | 1,423 NS | $358.38M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $44.2K | 0.00% | 1,381 NS | $79.62B | FIGI |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $43.6K | 0.01% | 1,363 NS | $332.36M | FIGI |