IWC
ORC

Integrated Wealth Concepts’s Orchid Island Capital ORC Stock Holding History

Integrated Wealth Concepts’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
Q2 		$2.19K Buy
+315
New +$2.17K ﹤0.01% 5321

Other funds holding ORC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's ORC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Orchid Island Capital (ORC) in Q2 2026: 315 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #5321 among its holdings.

201 funds tracked by Wall St. Rank hold ORC as of Q2 2026.

  • Integrated Wealth Concepts held 315 shares of Orchid Island Capital worth $2.19K as of Q2 2026.
  • Orchid Island Capital was a new Integrated Wealth Concepts position in Q2 2026.
  • Orchid Island Capital made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5321 holding.
  • 201 funds tracked by Wall St. Rank held Orchid Island Capital as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.