Cambridge Investment Research Advisors
ORC

Cambridge Investment Research Advisors’s Orchid Island Capital ORC Stock Holding History

Cambridge Investment Research Advisors’s Portfolio ORC Stock Details ORC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$141K Buy
20,070
+5,750
+40% +$43.4K ﹤0.01% 3746
2025
Q4 		$103K Buy
14,320
+375
+3% +$2.73K ﹤0.01% 3699
2025
Q3 		$98K Buy
13,945
+3,536
+34% +$25.1K ﹤0.01% 3594
2025
Q2 		$73K Buy
10,409
+11
+0.1% +$76 ﹤0.01% 3504
2025
Q1 		$78K Sell
10,398
-2,300
-18% -$18.9K ﹤0.01% 3380
2024
Q4 		$99K Buy
12,698
+795
+7% +$6.25K ﹤0.01% 3329
2024
Q3 		$98K Buy
+11,903
New +$98.1K ﹤0.01% 3272
2022
Q3 		– Sell
-6,552
Closed -$93K – 3135
2022
Q2 		$93K Buy
6,552
+780
+14% +$11.6K ﹤0.01% 2879
2022
Q1 		$94K Sell
5,772
-3,322
-37% -$62.6K ﹤0.01% 3023
2021
Q4 		$205K Sell
9,094
-3,292
-27% -$78.9K ﹤0.01% 2877
2021
Q3 		$303K Buy
12,386
+2,169
+21% +$54.7K ﹤0.01% 2460
2021
Q2 		$265K Buy
10,217
+3,646
+55% +$101K ﹤0.01% 2566
2021
Q1 		$197K Buy
6,571
+85
+1% +$2.38K ﹤0.01% 2633
2020
Q4 		$169K Buy
6,486
+1,354
+26% +$35.9K ﹤0.01% 2520
2020
Q3 		$129K Sell
5,132
-11
-0.2% -$274 ﹤0.01% 2349
2020
Q2 		$121K Buy
5,143
+256
+5% +$5.11K ﹤0.01% 2297
2020
Q1 		$72K Sell
4,887
-3,585
-42% -$97K ﹤0.01% 2149
2019
Q4 		$248K Buy
8,472
+100
+1% +$2.87K ﹤0.01% 2046
2019
Q3 		$241K Buy
8,372
+3,252
+64% +$98.6K ﹤0.01% 1987
2019
Q2 		$163K Buy
5,120
+216
+4% +$7.01K ﹤0.01% 2037
2019
Q1 		$161K Buy
+4,904
New +$167K ﹤0.01% 2124
2016
Q4 		– Sell
-2,978
Closed -$155K – 1789
2016
Q3 		$155K Buy
+2,978
New +$159K ﹤0.01% 1616
2016
Q1 		– Sell
-3,158
Closed -$157K – 1639
2015
Q4 		$157K Buy
+3,158
New +$149K ﹤0.01% 1426
2014
Q4 		– Sell
-46,033
Closed -$3.05M – 1454
2014
Q3 		$3.05M Buy
+46,033
New +$3.17M 0.09% 218

Other funds holding ORC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambridge Investment Research Advisors's ORC Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Orchid Island Capital (ORC) stake by 40% in Q1 2026, buying an estimated $43.4K and bringing the position to 20,070 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #3746.

Cambridge Investment Research Advisors first reported a position in ORC in Q3 2014 and has held it in 24 quarters since. The position peaked at $3.05M in Q3 2014. 195 funds tracked by Wall St. Rank hold ORC as of Q1 2026.

  • Cambridge Investment Research Advisors held 20,070 shares of Orchid Island Capital worth $141K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 5,750 Orchid Island Capital shares in Q1 2026, an estimated $43.4K.
  • Orchid Island Capital made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3746 holding.
  • Cambridge Investment Research Advisors first reported a position in Orchid Island Capital in Q3 2014 and has held it in 24 quarters since.
  • Cambridge Investment Research Advisors's Orchid Island Capital position peaked at $3.05M in Q3 2014.
  • 195 funds tracked by Wall St. Rank held Orchid Island Capital as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.