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OBT · Orange County Bancorp, Inc. /DE/ · Held by Funds

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$38.49 +0.21 (+0.54%)
Russell 2000 member Rebalance outlook locked
Market Cap
$513.26M
Shares
13.41M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding OBT

152 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 337,803 $12,424,394 0.00%
iShares Russell 2000 ETF 332,905 $12,244,246 0.01%
BlackRock Advantage Small Cap Core Fund 262,623 $8,960,697 0.17%
Avantis U.S. Small Cap Value ETF 231,452 $7,897,142 0.03%
Regional Bank Fund 161,591 $5,510,253 0.63%
John Hancock Financial Opportunities Fund 123,187 $4,530,818 0.56%
VANGUARD EXTENDED MARKET INDEX FUND 122,703 $4,513,016 0.00%
Fidelity Small Cap Index Fund 115,100 $3,924,910 0.01%
iShares Russell 2000 Value ETF 74,507 $2,740,367 0.02%
BlackRock Advantage Small Cap Growth Fund 68,079 $2,503,946 0.30%
VANGUARD RUSSELL 2000 INDEX FUND 59,987 $2,046,756 0.01%
Fidelity Extended Market Index Fund 52,177 $1,780,279 0.00%
iShares Micro-Cap ETF 37,681 $1,385,907 0.09%
iShares Russell 2000 Growth ETF 37,407 $1,375,829 0.01%
First Trust Dow Jones Select MicroCap Index Fund 34,709 $1,276,597 0.48%
Dimensional U.S. Small Cap ETF 36,966 $1,260,541 0.01%
Diversified Equity Alpha Master Portfolio 32,173 $1,183,323 0.04%
Schwab Small-Cap Index Fund 25,876 $882,372 0.01%
U.S. SMALL CAP PORTFOLIO 23,591 $804,453 0.00%
Avantis U.S. Small Cap Equity ETF 23,326 $795,883 0.03%
Victory Integrity Discovery Fund 19,750 $726,405 0.79%
Master Small Cap Index Series 19,291 $709,523 0.01%
Fidelity Total Market Index Fund 17,236 $588,092 0.00%
Fidelity Series Total Market Index Fund 15,698 $535,616 0.00%
AVIP BlackRock Advantage Small Cap Growth Portfolio 14,066 $517,347 0.37%
Nuveen Small Cap Blend Index Fund 13,750 $468,875 0.01%
WisdomTree U.S. SmallCap Dividend Fund 12,365 $454,785 0.02%
Fidelity Small Cap Value Index Fund 12,116 $445,626 0.02%
EQ/2000 Managed Volatility Portfolio 11,908 $437,976 0.01%
Columbia Integrated Small Cap Growth Fund 10,291 $351,129 1.08%
U.S. MICRO CAP PORTFOLIO 10,293 $350,991 0.00%
Avantis U.S. Small Cap Value Fund 9,870 $336,764 0.02%
LVIP State Street Small-Cap Index Fund 9,100 $334,698 0.01%
Fidelity Nasdaq Composite Index Fund 9,440 $322,093 0.00%
SIMT Small Cap Fund 8,533 $313,844 0.06%
WisdomTree U.S. SmallCap Quality Dividend Growth Fund 7,923 $291,408 0.07%
U.S. Targeted Value Portfolio 8,535 $291,044 0.00%
SIMT Small Cap Growth Fund 7,510 $276,218 0.09%
Small Cap Index Fund 6,572 $241,718 0.01%
Schwab Total Stock Market Index Fund 6,824 $232,698 0.00%
VANGUARD BALANCED INDEX FUND 6,014 $221,195 0.00%
Dimensional U.S. Targeted Value ETF 6,471 $220,661 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 6,382 $217,754 0.02%
Goldman Sachs Absolute Return Tracker Fund 5,780 $212,588 0.00%
iShares Russell 3000 ETF 5,324 $195,817 0.00%
MetLife Russell 2000 Index Portfolio 5,072 $186,548 0.02%
Global X Russell 2000 ETF 5,120 $174,592 0.01%
First Trust NASDAQ ABA Community Bank Index Fund 4,726 $173,822 0.20%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 4,486 $164,995 0.00%
WisdomTree U.S. SmallCap Fund 4,358 $160,287 0.02%
Showing 1–50 of 152 positions
Key facts CIK 1754226 CUSIP 68417L107 13F (30d) 5 filings 5 filers Visit website Investor relations