As of the latest SEC filings, Orange County Bancorp, Inc. /DE/ (OBT) is held by 147 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $10,802,939.94 in market value, representing a significant portion of its portfolio.
Funds holding Orange County Bancorp, Inc. /DE/ (OBT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- OBT
- CIK:
- 0001754226
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $10,802,939.94 | 337,803 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $9,783,193.68 | 305,916 | Mar 31, 2026 | May 28, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.19% | $8,857,372.68 | 266,708 | Feb 27, 2026 | Apr 24, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.03% | $5,972,320.35 | 179,835 | Feb 28, 2026 | Apr 29, 2026 |
|
FRBAX
Regional Bank Fund
|
MF | John Hancock | 0.63% | $5,510,253.10 | 161,591 | Apr 30, 2026 | Jun 25, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 0.56% | $3,939,520.26 | 123,187 | Mar 31, 2026 | May 29, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,924,910.00 | 115,100 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,626,500.02 | 113,399 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,284,587.24 | 71,438 | Mar 31, 2026 | May 28, 2026 |
|
PSGIX
BlackRock Advantage Small Cap Growth Fund
|
MF | BlackRock / iShares | 0.33% | $2,217,301.32 | 69,334 | Mar 31, 2026 | May 26, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,925,017.65 | 57,965 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,835,483.49 | 55,269 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Diversified Equity Master Portfolio
|
ETF | Independent / Boutique | 0.04% | $1,277,345.16 | 39,942 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,260,540.60 | 36,966 | Apr 30, 2026 | Jun 29, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.47% | $1,060,264.92 | 33,154 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $968,578.26 | 30,287 | Mar 31, 2026 | May 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.08% | $948,079.08 | 29,646 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $882,371.60 | 25,876 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $804,453.10 | 23,591 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $616,926.18 | 19,291 | Mar 31, 2026 | May 28, 2026 |
|
MMECX
Victory Integrity Discovery Fund
|
MF | Independent / Boutique | 0.85% | $585,234.00 | 18,300 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $572,407.56 | 17,236 | Feb 28, 2026 | Apr 24, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.02% | $551,584.89 | 16,609 | Feb 28, 2026 | Apr 29, 2026 |
|
-
AVIP BlackRock Advantage Small Cap Growth Portfolio
|
ETF | Independent / Boutique | 0.41% | $496,393.56 | 15,522 | Mar 31, 2026 | May 29, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $491,341.95 | 14,795 | Feb 28, 2026 | Apr 24, 2026 |
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