M & T BankMTB

13F holders, Q1 2024 (March 31)
893holders
10famous investors
$145.38avg. 13F price*

At the end of Q1 2024, 893 institutions reported holding M & T Bank Corp. (MTB) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock Inc. ($1.9B) and Wellington Management Group LLP ($1.8B). 10 famous investors held it, including Francois Rochon (2.1% of Giverny Capital's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
M & T Bank Corp.
Filed as
M & T BK CORP (Q1 2024)
Sector
Finance
CUSIP
55261F104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions86$219.2M
Exits83$244.0M

Ownership 893 holders

Vanguard Group Inc. 0.06% Reduce -0.8% 19,284,542 $2.8B
BlackRock Inc. 0.04% Reduce -1.5% 12,912,633 $1.9B
Wellington Management Group LLP 0.32% Reduce -6.9% 12,424,880 $1.8B
FMR LLC 0.09% Add +27.9% 9,473,820 $1.4B
State Street Corp. 0.05% Reduce -7.9% 8,415,583 $1.2B
JPMorgan Chase & Co. 0.09% Reduce -4.5% 6,684,363 $972.2M
Charles Schwab Investment Management Inc. 0.16% Add +33.2% 4,779,963 $695.2M
Invesco Ltd. 0.14% Reduce -8.7% 4,431,272 $644.5M
State Farm Mutual Automobile Insurance Co. 0.54% No change 4,122,590 $599.6M
Geode Capital Management, LLC 0.06% Add +8.2% 4,117,236 $597.4M
Morgan Stanley 0.05% Add +22.2% 3,993,228 $580.8M
First Trust Advisors LP 0.28% Add +283.6% 1,909,008 $277.6M
Massachusetts Financial Services Co. 0.07% Reduce -1.7% 1,700,812 $247.4M
M&T Bank Corp 0.86% Reduce -0.3% 1,700,374 $247.3M
Norges Bank 0.04% Reduce -1.9% 1,662,477 $241.8M
Northern Trust Corp. 0.04% Reduce -4.9% 1,546,418 $224.9M
Dimensional Fund Advisors LP 0.06% Add +4.7% 1,520,061 $221.1M
Bank of New York Mellon Corp 0.04% Reduce -2.2% 1,469,010 $213.7M
Barrow Hanley Mewhinney & Strauss LLC 0.66% Reduce -44.5% 1,354,404 $197.0M
Goldman Sachs Group Inc. 0.04% Add +0.5% 1,307,577 $190.2M
London Co. of Virginia 0.88% Add +1.3% 1,153,864 $167.8M
LSV Asset Management 0.31% Reduce -5.8% 1,036,152 $150.7M
Bank of America Corp. 0.01% Add +19.2% 1,034,803 $150.5M
Nuveen Asset Management, LLC 0.04% Add +4.9% 1,004,301 $146.1M
Legal & General Group Plc 0.04% Reduce -2.2% 980,498 $142.6M
Menora Mivtachim Holdings LTD. 0.94% Add +54.0% 860,074 $125.1M
Ameriprise Financial Inc. 0.03% Reduce -11.7% 701,344 $102.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -2.3% 665,071 $96.7M
Barclays PLC 0.04% Reduce -13.8% 597,720 $86.9M
Amundi 0.04% Add +81.0% 604,308 $84.2M
Crawford Investment Counsel Inc. 1.53% Add +1.9% 562,855 $81.9M
Wells Fargo & Company 0.02% Add +2.1% 545,506 $79.3M
Senvest Management, LLC 2.96% Add +20.6% 525,979 $76.5M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +7.7% 497,503 $72.4M
Manufacturers Life Insurance Company, The 0.06% Reduce -12.3% 479,708 $69.8M
Bank of Montreal 0.02% Reduce -1.2% 464,011 $67.7M
Canoe Financial LP 1.09% New 454,554 $66.1M
Smead Capital Management, Inc. 1.03% Add +4.3% 452,126 $65.8M
KBC Group NV 0.21% Add +403.0% 445,469 $64.8M
HSBC Holdings PLC 0.04% Add +20.6% 434,927 $63.3M
Los Angeles Capital Management LLC 0.21% Add +63.9% 414,253 $60.2M
Anchor Capital Advisors LLC 1.55% Reduce -2.9% 407,068 $59.2M
Deutsche Bank AG 0.03% Add +16.0% 406,064 $59.1M
Artisan Partners Limited Partnership 0.08% Reduce -20.2% 385,469 $56.1M
Cooke & Bieler LP 0.51% Reduce -8.4% 381,258 $55.5M
Royal Bank of Canada 0.01% Reduce -14.8% 372,587 $54.2M
Balyasny Asset Management L.P. 0.14% New 362,197 $52.7M
Giverny Capital 2.08% Add +2.8% 352,670 $51.3M
Clearbridge Investments, LLC 0.04% Add +1.4% 349,726 $50.9M
Davis Asset Management, L.P. 2.20% No change 345,000 $50.2M
Stifel Financial Corp. 0.06% Add +16.4% 339,490 $49.4M
Absher Wealth Management, LLC 6.84% Add +1.2% 339,205 $49.3M
Credit Suisse AG/ 0.05% Add +1.6% 335,070 $48.7M
T. Rowe Price Associates Inc. 0.01% Add +5.9% 331,868 $48.3M
Rhumbline Advisers 0.04% Add +0.4% 320,322 $46.6M
California Public Employees Retirement System 0.03% Add +0.0% 314,384 $45.7M
RNC Capital Management LLC 2.60% Reduce -7.9% 314,375 $45.7M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.56% Reduce -3.5% 296,616 $43.1M
UBS Group AG 0.01% Add +6.3% 286,614 $41.7M
California State Teachers Retirement System 0.05% Add +1.6% 276,222 $40.2M
National Pension Service 0.04% Add +1.2% 254,572 $37.0M
Alliancebernstein L.P. 0.01% Reduce -7.4% 236,082 $34.3M
Envestnet Asset Management Inc. 0.01% Add +2.4% 227,935 $33.2M
Advisors Capital Management, LLC 0.57% Add +7.2% 214,924 $31.3M
Victory Capital Management Inc. 0.03% Add +27.0% 212,712 $30.9M
Marshall Wace, LLP 0.05% Reduce -68.2% 203,748 $29.6M
Citigroup Inc. 0.03% Reduce -6.7% 199,821 $29.1M
Principal Financial Group Inc. 0.02% Add +1.5% 199,259 $29.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +16.0% 196,039 $28.5M
Huntington National Bank 0.30% Reduce -1.6% 194,481 $28.3M
Schroder Investment Management Group 0.03% Add +93.2% 186,191 $27.1M
Berkshire Asset Management LLC 1.41% Reduce -1.2% 182,932 $26.6M
Agf Management Ltd. 0.15% Add +60.1% 182,841 $26.6M
BNP Paribas Financial Markets 0.03% Reduce -35.3% 179,390 $26.1M
Natixis Advisors, LLC 0.06% Add +44.2% 169,354 $24.6M
Tocqueville Asset Management L.P. 0.40% Add +0.0% 168,034 $24.4M
New York State Common Retirement Fund 0.03% Reduce -12.1% 166,149 $24.2M
Polaris Capital Management, LLC 1.19% Reduce -5.8% 163,794 $23.8M
New York State Teachers Retirement System 0.05% Reduce -1.3% 160,063 $23.3M
Ruffer LLP 0.89% Add +0.5% 159,440 $23.2M
State Board of Administration of Florida Retirement System 0.05% Add +1.8% 180,188 $21.5M
Rafferty Asset Management, LLC 0.08% Reduce -39.1% 146,051 $21.2M
Truist Financial Corp. 0.03% Reduce -14.4% 143,855 $20.9M
National Bank of Canada 0.03% Add +195.1% 126,773 $19.5M
Prudential Financial Inc. 0.03% Reduce -4.4% 133,392 $19.4M
Speece Thorson Capital Group Inc. 3.63% Reduce -12.6% 129,093 $18.8M
Federated Hermes, Inc. 0.04% Reduce -35.5% 127,577 $18.6M
General American Investors Co. Inc. 1.35% Add +25.0% 125,000 $18.2M
Vest Financial, LLC 0.48% New 124,770 $18.1M
CANADA LIFE ASSURANCE Co 0.03% Reduce -4.2% 114,462 $16.7M
Ensign Peak Advisors, Inc 0.03% Reduce -3.3% 112,711 $16.4M
LPL Financial LLC 0.01% Add +6.3% 103,360 $15.0M
PNC Financial Services Group, Inc. 0.01% Reduce -6.1% 101,534 $14.8M
Candriam S.C.A. 0.09% Add +9.3% 93,943 $13.7M
Matrix Asset Advisors Inc. 1.61% Add +0.2% 92,709 $13.5M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -0.7% 92,678 $13.5M
State of Wisconsin Investment Board 0.04% Reduce -1.1% 91,823 $13.4M
Reinhart Partners, Llc. 0.53% Reduce -0.9% 89,997 $13.1M
Sound Income Strategies, LLC 0.95% Add +8.8% 87,050 $12.7M
State of New Jersey Common Pension Fund D 0.04% Reduce -1.4% 85,998 $12.5M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -3.1% 85,699 $12.5M
South Dakota Investment Council 0.26% No change 85,563 $12.4M
Andra AP-fonden 0.22% Add +222.8% 84,900 $12.3M
Interval Partners, LP 0.46% Add +544.2% 84,333 $12.3M
Pinebridge Investments, L.P. 0.10% Add +17.6% 83,626 $12.2M
Commonwealth Equity Services, LLC 0.02% Add +1.9% 82,740 $12.0M
Danske Bank A/S 0.04% — 81,917 $11.9M
1832 Asset Management L.P. 0.02% Reduce -0.6% 81,112 $11.8M
GMO 0.04% Reduce -7.5% 79,761 $11.6M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +55.7% 82,563 $11.6M
Canada Pension Plan Investment Board 0.01% Add +249.6% 79,357 $11.5M
Cinctive Capital Management LP 0.59% New 78,877 $11.5M
Janney Montgomery Scott LLC 0.03% Add +12.3% 78,186 $11.4M
Worldquant Millennium Advisors LLC 0.14% Reduce -1.4% 77,002 $11.2M
Treasurer of the State of North Carolina 0.05% Reduce -3.2% 75,948 $11.0M
Pictet Asset Management Holding SA 0.01% Reduce -0.4% 75,348 $11.0M
AQR Capital Management 0.02% Add +85.9% 74,357 $10.8M
Aberdeen Group plc 0.02% Add +1.5% 73,955 $10.8M
Oppenheimer Asset Management Inc. 0.16% Reduce -13.9% 72,856 $10.6M
Brandywine Global Investment Management, LLC 0.07% Add +37.0% 70,873 $10.3M
Toronto Dominion Bank 0.02% Reduce -39.5% 69,536 $10.1M
State of Tennessee, Department of Treasury 0.04% Reduce -42.4% 68,813 $10.0M
Thrivent Financial for Lutherans 0.02% Reduce -87.0% 68,341 $9.9M
Mn Services Vermogensbeheer B.V. 0.07% New 67,100 $9.8M
Maltese Capital Management LLC 1.89% Reduce -33.5% 66,800 $9.7M
Raymond James & Associates 0.01% Reduce -41.4% 66,347 $9.6M
Nisa Investment Advisors, LLC 0.06% Add +1.3% 65,282 $9.5M
Invenomic Capital Management LP 0.50% New 65,173 $9.5M
Royal London Asset Management Ltd. 0.02% Reduce -2.7% 63,608 $9.3M
Jane Street Group, LLC 0.01% Reduce -43.3% 63,418 $9.2M
Public Employees Retirement System of Ohio 0.04% Reduce -8.6% 63,328 $9.2M
Susquehanna International Group, LLP 0.01% Reduce -35.8% 63,156 $9.2M
Asset Management One Co., Ltd. 0.04% Reduce -6.4% 62,784 $9.1M
Cantor Fitzgerald Investment Advisors L.P. 0.68% Reduce -2.0% 62,661 $9.1M
TD Asset Management Inc 0.01% Add +1.0% 62,282 $9.1M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -62.8% 59,947 $8.7M
Boston Trust Walden Corp 0.06% Add +16.0% 59,230 $8.6M
Gabelli Funds LLC 0.06% No change 59,200 $8.6M
Osaic Holdings, Inc. 0.02% Reduce -29.4% 58,300 $8.5M
American Century Companies Inc. 0.01% Add +5.9% 57,751 $8.4M
M&G PLC 0.06% — 56,189 $8.1M
HighTower Advisors, LLC 0.01% Reduce -4.2% 55,569 $8.1M
Fuller & Thaler Asset Management, Inc. 0.03% Add +2.2% 54,983 $8.0M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -19.6% 54,660 $7.9M
Loomis Sayles & Co. L P 0.01% Reduce -42.6% 54,266 $7.9M
Resona Asset Management Co.,Ltd. 0.05% — 53,874 $7.8M
Raymond James Financial Services Advisors, Inc. 0.01% Add +9.6% 53,093 $7.7M
Voya Investment Management LLC 0.01% Reduce -3.0% 52,772 $7.7M
Russell Investments Group, Ltd. 0.01% Reduce -22.5% 52,455 $7.6M
Sei Investments Co. 0.01% Add +0.7% 52,092 $7.6M
Calamos Advisors LLC 0.05% Reduce -2.5% 51,863 $7.5M
State of Michigan Retirement System 0.04% Add +0.2% 48,901 $7.1M
Davis Selected Advisers 0.04% Reduce -2.3% 48,247 $7.0M
Qube Research & Technologies Ltd 0.01% Reduce -68.7% 47,976 $7.0M
Citadel Advisors 0.01% Reduce -70.7% 47,815 $7.0M
Arizona State Retirement System 0.05% Add +0.1% 45,647 $6.6M
Storebrand Asset Management As 0.02% Reduce -9.8% 45,500 $6.6M
Curi Capital, LLC 0.15% Add +3.8% 45,400 $6.6M
Nomura Asset Management Co. Ltd. 0.02% Add +1.5% 45,261 $6.6M
Arnhold LLC 0.69% Reduce -8.2% 45,073 $6.6M
Cutler Investment Counsel LLC 0.88% Add +0.5% 44,976 $6.5M
Orion Porfolio Solutions, LLC 0.07% Reduce -5.1% 44,419 $6.5M
Orion Portfolio Solutions, LLC 0.07% Reduce -5.1% 44,419 $6.5M
American International Group, Inc. 0.02% Reduce -11.7% 43,445 $6.3M
ProShare Advisors LLC 0.02% Reduce -9.6% 43,033 $6.3M
Hudson Edge Investment Partners Inc. 1.21% Add +4.0% 42,649 $6.2M
Cibc World Markets Corp. 0.04% Add +9.4% 42,089 $6.1M
Florida Trust Wealth Management Co 0.21% Add +58.6% 41,813 $6.1M
O'Keefe Stevens Advisory, Inc. 1.98% Add +3.2% 41,493 $6.0M
Amalgamated Bank 0.05% Reduce -1.2% 40,722 $5.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% No change 39,411 $5.7M
Harvest Portfolios Group Inc. 0.22% Add +14.1% 39,312 $5.7M
Handelsbanken Fonder AB 0.02% Reduce -6.0% 39,205 $5.7M
MetLife Investment Management, LLC 0.04% Reduce -3.5% 38,885 $5.7M
Wealthfront Advisers LLC 0.02% Reduce -2.6% 38,639 $5.6M
Mutual of America Capital Management LLC 0.06% Add +1.0% 37,752 $5.5M
USS Investment Management Ltd 0.04% Reduce -10.1% 37,371 $5.4M
Retirement Systems of Alabama 0.02% Add +0.3% 36,672 $5.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +0.4% 36,474 $5.3M
Armistice Capital, LLC 0.14% Reduce -10.2% 35,920 $5.2M
Cetera Investment Advisers 0.01% Add +115.9% 35,465 $5.2M
Comerica Bank 0.02% Reduce -1.4% 34,510 $5.0M
Grandfield & Dodd, LLC 0.32% Reduce -31.9% 34,373 $5.0M
Texas Permanent School Fund Corp. 0.04% Add +0.2% 34,344 $5.0M
Brown Advisory Inc. 0.01% Reduce -5.7% 34,308 $5.0M
Skandinaviska Enskilda Banken AB (publ) 0.02% No change 33,916 $4.9M
Mariner, LLC 0.01% Add +5.4% 33,444 $4.9M
Sky Investment Group LLC 0.94% Reduce -0.9% 32,998 $4.8M
Bradley Foster & Sargent Inc. 0.09% Reduce -0.2% 32,755 $4.8M
Walleye Capital LLC 0.06% Reduce -69.8% 32,712 $4.8M
IFM Investors Pty Ltd 0.05% No change 32,283 $4.7M
Assetmark, Inc. 0.02% Add +5.8% 32,256 $4.7M
Monte Financial Group, LLC 2.01% Add +0.4% 31,492 $4.6M
Courier Capital LLC 0.33% Reduce -1.1% 31,417 $4.6M
Cresset Asset Management, LLC 0.02% Add +120.6% 31,392 $4.6M
Schonfeld Strategic Advisors LLC 0.04% Reduce -76.5% 30,959 $4.5M
Rock Point Advisors, LLC 1.32% Add +1.8% 30,607 $4.5M
Forsta Ap-Fonden 0.04% Add +14.6% 30,600 $4.5M
Man Group plc 0.01% Reduce -46.3% 30,315 $4.4M
DekaBank Deutsche Girozentrale 0.01% Reduce -17.5% 29,887 $4.3M
Czech National Bank 0.05% Add +0.8% 29,301 $4.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.7% 29,245 $4.3M
Pathstone Holdings, LLC 0.02% Add +5.0% 29,199 $4.2M
PDT Partners, LLC 0.40% New 29,195 $4.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +0.8% 28,905 $4.2M
Utah Retirement Systems 0.05% No change 28,608 $4.2M
Teacher Retirement System of Texas 0.03% Reduce -20.4% 28,083 $4.1M
Applied Capital LLC 3.31% New 27,974 $4.1M
CIBC Asset Management Inc 0.01% Add +2.3% 27,819 $4.0M
Bessemer Group Inc. 0.01% Add +9.4% 27,014 $3.9M
DNB Asset Management AS 0.02% Reduce -23.4% 26,896 $3.9M
Robinson Value Management, Ltd. 2.62% Reduce -19.2% 26,890 $3.9M
Cerity Partners LLC 0.01% Add +163.4% 26,372 $3.8M
Private Advisor Group, LLC 0.03% Add +0.7% 26,341 $3.8M
Lazard Asset Management LLC 0.01% Add +6.0% 26,346 $3.8M
Cornerstone Wealth Group, LLC 0.35% New 26,208 $3.8M
Public Sector Pension Investment Board 0.03% Add +0.7% 26,093 $3.8M
Corient Private Wealth LP 0.01% Reduce -47.5% 25,391 $3.7M
Squarepoint Ops LLC 0.02% Reduce -51.9% 25,181 $3.7M
Creative Planning 0.00% Add +20.4% 25,081 $3.6M
New York Life Investment Management LLC 0.04% Reduce -3.3% 25,003 $3.6M
HBK Sorce Advisory LLC 0.12% Add +1.8% 24,140 $3.5M
Siena Capital Partners GP, LLC 1.16% No change 24,000 $3.5M
Xponance LLC 0.04% Add +9.2% 23,926 $3.5M
Savant Capital, LLC 0.04% Add +0.1% 23,089 $3.4M
McCollum Christoferson Group LLC 0.96% No change 22,896 $3.3M
Lesa Sroufe & Co 3.18% No change 22,853 $3.3M
Yousif Capital Management, LLC 0.04% Reduce -4.0% 22,816 $3.3M
Beck Mack & Oliver LLC 0.07% Reduce -9.7% 22,488 $3.3M
Stieven Capital Advisors, L.P. 0.68% Reduce -56.3% 22,465 $3.3M
SG Americas Securities, LLC 0.02% Add +178.6% 22,362 $3.3M
Janus Henderson Group PLC 0.00% Add +0.0% 22,143 $3.2M
Aviva PLC 0.01% Reduce -74.8% 22,120 $3.2M
Fiduciary Alliance LLC 0.56% New 22,048 $3.2M
Bank of Nova Scotia 0.01% Reduce -89.5% 21,634 $3.1M
Leuthold Group, LLC 0.35% New 21,489 $3.1M
GAMCO Investors 0.03% Reduce -1.8% 21,411 $3.1M
Gateway Investment Advisers LLC 0.03% Reduce -0.1% 20,495 $3.0M
Quantinno Capital Management LP 0.06% Add +15.1% 20,149 $2.9M
Ethic Inc. 0.07% Reduce -7.4% 19,983 $2.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +3.7% 19,814 $2.9M
Morningstar Investment Management LLC 0.31% Add +0.1% 19,554 $2.8M
Saranac Partners Ltd 1.72% Reduce -3.7% 19,367 $2.8M
Mackenzie Financial Corp. 0.00% Reduce -47.0% 19,196 $2.8M
O'shaughnessy Asset Management, LLC 0.03% Add +72.9% 19,139 $2.8M
Nissay Asset Management Corp. /Japan 0.02% Add +1.9% 18,901 $2.7M
Synergy Asset Management, LLC 0.47% New 18,878 $2.7M
Alaska Permanent Fund Corp 0.04% Add +2.3% 18,763 $2.7M
Groupama Asset Managment 0.05% Reduce -58.5% 8,097 $2.7M
Teza Capital Management LLC 0.35% Add +20.6% 18,148 $2.6M
State of Alaska, Department of Revenue 0.03% Add +0.6% 18,024 $2.6M
Abacus Planning Group, Inc. 0.50% No change 17,736 $2.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.9% 17,453 $2.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -89.5% 17,331 $2.5M
Caisse de depot et placement du Quebec 0.01% Reduce -51.1% 17,279 $2.5M
Public Employees Retirement Association of Colorado 0.01% Reduce -5.8% 17,121 $2.5M
Korea Investment CORP 0.01% Add +119.1% 17,104 $2.5M
Advisors Asset Management, Inc. 0.05% Add +26.5% 16,568 $2.4M
Daiwa Securities Group Inc. 0.01% Add +12.0% 16,410 $2.4M
Tredje AP-fonden 0.02% Reduce -37.6% 16,382 $2.4M
Cornercap Investment Counsel Inc. 0.37% Reduce -0.1% 16,358 $2.4M
Trust Co. of Vermont 0.13% Add +36.5% 16,250 $2.4M
Daiichi Life Insurance Co., Ltd. 0.05% No change 16,244 $2.4M
Fisher Asset Management 0.00% Reduce -0.6% 15,786 $2.3M
St Germain D J Co. Inc. 0.11% Reduce -5.1% 15,698 $2.3M
Strategic Financial Services, Inc. 0.15% Reduce -3.2% 15,697 $2.3M
Van Eck Associates Corp. 0.00% New 15,530 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +0.4% 15,406 $2.2M
Naples Money Management LLC 2.22% Reduce -7.3% 15,285 $2.2M
Daymark Wealth Partners, LLC 0.12% No change 15,160 $2.2M
LRI Investments, LLC 0.55% — 14,997 $2.2M
Founders Capital Management, LLC 0.41% Reduce -0.3% 14,955 $2.2M
Bard Financial Services, Inc. 0.23% Reduce -2.5% 14,860 $2.2M
Northwest & Ethical Investments L.P. 0.06% Reduce -7.0% 14,689 $2.1M
Bright Futures Wealth Management, LLC. 1.16% — 14,469 $2.1M
Dana Investment Advisors, Inc. 0.07% New 14,519 $2.1M
SlateStone Wealth, LLC 0.21% Reduce -1.6% 14,501 $2.1M
Guggenheim Capital LLC 0.01% Add +4.3% 14,447 $2.1M
Smallwood Wealth Investment Management, LLC 1.62% No change 14,363 $2.1M
Culbertson A N & Co. Inc. 0.36% Add +9.0% 14,308 $2.1M
Oregon Public Employees Retirement Fund 0.04% Reduce -36.6% 14,190 $2.1M
Delta Investment Management, LLC 0.47% New 14,152 $2.1M
NewEdge Advisors, LLC 0.02% Reduce -5.3% 14,096 $2.1M
Franklin Resources Inc. 0.00% Add +8.3% 13,980 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -4.6% 13,858 $2.0M
Meiji Yasuda Asset Management Co Ltd. 0.08% Reduce -30.6% 13,707 $2.0M
Walleye Trading LLC 0.03% Reduce -20.5% 13,679 $2.0M
Gulf International Bank (UK) Ltd 0.05% Add +0.5% 13,682 $2.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.20% No change 13,550 $2.0M
Atria Wealth Solutions, Inc. 0.02% Add +7.7% 13,508 $2.0M
STRS Ohio 0.01% Reduce -93.2% 13,502 $2.0M
Basswood Capital Management, L.L.C. 0.11% No change 13,360 $1.9M
Tidal Investments LLC 0.03% Reduce -41.5% 13,058 $1.9M
Nordea Investment Management AB 0.00% Add +3.7% 12,867 $1.9M
Granite Group Advisors, LLC 1.24% Reduce -0.7% 12,675 $1.8M
Kentucky Retirement Systems 0.05% Reduce -5.0% 12,618 $1.8M
GYL Financial Synergies, LLC 0.14% Add +2.9% 12,464 $1.8M
Lakewood Asset Management LLC 1.23% Add +8.1% 12,428 $1.8M
Ontario Teachers Pension Plan Board 0.02% Add +43.1% 12,423 $1.8M
Robeco Institutional Asset Management B.V. 0.00% Reduce -1.8% 12,394 $1.8M
Macquarie Group Ltd. 0.00% Reduce -62.0% 12,381 $1.8M
Maryland State Retirement & Pension System 0.03% No change 12,628 $1.7M
Ascent Group, LLC 0.15% Add +10.0% 11,960 $1.7M
First National Trust Co 0.07% Reduce -10.9% 11,724 $1.7M
Keynote Financial Services LLC 1.43% — 11,622 $1.7M
Roberts Glore & Co. Inc. 0.50% Reduce -7.6% 11,523 $1.7M
Aquatic Capital Management LLC 0.05% Reduce -78.1% 11,500 $1.7M
Hudock, Inc. 0.37% Reduce -1.3% 11,491 $1.7M
Pacer Advisors, Inc. 0.00% Add +2.5% 11,357 $1.7M
Verition Fund Management LLC 0.02% Add +47.0% 11,332 $1.6M
Northcape Wealth Management, LLC 0.59% Reduce -6.7% 11,135 $1.6M
Old Port Advisors 0.49% Reduce -10.3% 11,106 $1.6M
Moors & Cabot, Inc. 0.09% Reduce -0.6% 10,948 $1.6M
Barrett & Company, Inc. 0.75% Reduce -2.8% 10,925 $1.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.15% Reduce -2.1% 10,843 $1.6M
Essex Financial Services, Inc. 0.14% Add +68.5% 10,806 $1.6M
New Hampshire Trust 0.37% Reduce -0.2% 10,783 $1.6M
PARK CIRCLE Co 1.46% Reduce -15.7% 10,741 $1.6M
Hartford Investment Management Co. 0.06% Reduce -4.2% 10,740 $1.6M
Johnson Investment Counsel Inc. 0.02% Reduce -48.2% 10,712 $1.6M
Cozad Asset Management Inc. 0.16% Add +7.2% 10,706 $1.6M
Hardman Johnston Global Advisors LLC 0.05% No change 10,630 $1.5M
Hennessy Advisors Inc. 0.06% Reduce -12.5% 10,500 $1.5M
Charter Research & Investment Group, Inc. 1.20% Reduce -9.6% 10,385 $1.5M
Hancock Whitney Corp. 0.05% Add +4.7% 10,345 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.0% 10,079 $1.5M
Commonwealth Retirement Investments LLC 0.69% Add +7.3% 9,902 $1.4M
Capstone Investment Advisors, LLC 0.05% Add +39.6% 9,745 $1.4M
Ossiam 0.02% Reduce -5.4% 9,737 $1.4M
Securian Asset Management, Inc. 0.04% Reduce -7.3% 9,707 $1.4M
Louisiana State Employees Retirement System 0.03% Reduce -3.0% 9,700 $1.4M
Credit Agricole S A 0.02% Add +114.9% 10,092 $1.4M
Assenagon Asset Management S.A. 0.00% Reduce -89.7% 9,612 $1.4M
Swedbank AB 0.00% No change 9,462 $1.4M
Fifth Third Bancorp 0.01% Reduce -24.7% 9,337 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.5% 9,292 $1.4M
Kestra Advisory Services, LLC 0.01% Add +0.6% 9,005 $1.3M
First United Bank & Trust 0.48% Reduce -1.3% 8,972 $1.3M
Chartwell Investment Partners, LLC 0.04% Reduce -24.1% 8,908 $1.3M
Wilmington Savings Fund Society, FSB 0.05% — 8,896 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Add +14.4% 8,823 $1.3M
Vanguard Personalized Indexing Management, LLC 0.03% Add +0.6% 8,764 $1.3M
Jefferies Financial Group Inc. 0.03% New 8,750 $1.3M
Columbus Macro, LLC 0.48% Reduce -5.2% 8,714 $1.3M
Point72 Hong Kong Ltd 0.06% Reduce -59.0% 8,695 $1.3M
Panagora Asset Management Inc. 0.01% Reduce -93.5% 8,635 $1.3M
Engineers Gate Manager LP 0.03% Add +8.5% 8,583 $1.2M
Waldron Private Wealth LLC 0.06% Add +1.9% 8,494 $1.2M
Dynamic Advisor Solutions LLC 0.04% Reduce -4.7% 8,563 $1.2M
Inspire Advisors, LLC 0.17% Add +22.4% 8,375 $1.2M
New Mexico Educational Retirement Board 0.04% Reduce -3.5% 8,326 $1.2M
Allianz Asset Management GmbH 0.00% Reduce -39.9% 8,286 $1.2M
Captrust Financial Advisors 0.00% Reduce -75.4% 8,193 $1.2M
Praxis Investment Management Inc. 0.08% No change 8,184 $1.2M
Inceptionr LLC 0.30% New 8,037 $1.2M
Econ Financial Services Corp 0.72% New 8,022 $1.2M
JGP Wealth Management, LLC 0.17% Reduce -4.9% 7,856 $1.1M
Neuberger Berman Group LLC 0.00% Add +2.7% 7,806 $1.1M
Advisory Services Network, LLC 0.03% Add +387.1% 7,803 $1.1M
OneDigital Investment Advisors LLC 0.02% Add +2.6% 7,726 $1.1M
Jacobi Capital Management LLC 0.10% Add +2.0% 7,594 $1.1M
Pinnacle Associates Ltd. 0.02% Add +0.5% 7,530 $1.1M
Mountain Pacific Investment Advisers LLC 0.06% Reduce -8.6% 7,437 $1.1M
Commerce Bank 0.01% Reduce -0.7% 7,369 $1.1M
MML Investors Services, LLC 0.00% Reduce -4.9% 7,310 $1.1M
AlphaQuest LLC 0.18% Reduce -23.6% 7,240 $1.1M
iSAM Funds (UK) Ltd 0.60% Add +233.1% 7,171 $1.0M
Glenmede Trust Co. NA 0.01% Reduce -20.1% 7,169 $1.0M
Stableford Capital II LLC 0.41% Add +0.2% 7,017 $1.0M
Atria Investments, Inc 0.01% New 6,970 $1.0M
Keeler Thomas Management LLC 0.34% Reduce -74.2% 6,877 $1.0M
PEAK6 Investments LLC 0.05% Reduce -16.7% 6,846 $996K
MBB Public Markets I LLC 0.06% New 6,806 $990K
Tower Research Capital LLC (TRC) 0.02% Reduce -76.1% 6,803 $989K
Illinois Municipal Retirement Fund 0.01% No change 6,724 $978K
Metropolitan Life Insurance Co 0.04% Reduce -0.8% 6,700 $974K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 6,690 $973K
Ieq Capital, LLC 0.01% Add +6.8% 6,615 $962K
Baird Financial Group, Inc. 0.00% Reduce -44.0% 6,571 $956K
Tiaa Trust, National Association 0.00% Reduce -9.3% 6,515 $948K
Metis Global Partners, LLC 0.03% Reduce -0.3% 6,509 $947K
Paradigm Asset Management Co. LLC 0.24% No change 6,500 $945K
Stevens Capital Management LP 0.18% Add +176.9% 6,460 $940K
Integrated Wealth Concepts LLC 0.01% Reduce -29.7% 6,335 $921K
Norway Savings Bank 0.38% Reduce -12.4% 6,293 $915K
Resources Management Corp. /CT/ 0.13% No change 6,239 $907K
US Bancorp \de 0.00% Reduce -9.4% 6,232 $906K
Mercer Global Advisors Inc. 0.00% Add +4.6% 6,217 $904K
UniSuper Management Pty Ltd 0.01% Add +1132.9% 6,177 $898K
Park Avenue Securities LLC 0.01% Add +4.1% 6,074 $883K
Focus Partners Advisor Solutions, LLC 0.03% New 6,024 $876K
Mirabella Financial Services LLP 0.06% Reduce -2.5% 5,976 $869K
APG Asset Management N.V. 0.00% Reduce -98.2% 6,417 $864K
Nottingham Advisors, Inc. 0.11% Add +0.0% 5,918 $861K
Ostrum Asset Management 0.07% No change 5,904 $859K
Hanson & Doremus Investment Management 0.15% Reduce -20.7% 5,815 $846K
Kintra Wealth, LLC 0.62% Add +39.9% 5,763 $838K
Vinva Investment Management Ltd 0.05% Add +8.9% 5,757 $837K
Caprock Group, LLC 0.05% Reduce -2.4% 5,713 $835K
Norinchukin Bank, The 0.03% Reduce -1.3% 5,739 $835K
Millennium Management 0.00% Reduce -97.7% 5,688 $827K
Bangor Savings Bank 0.08% Reduce -2.6% 5,649 $822K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +2.3% 5,552 $807K
Empirical Finance, LLC 0.05% Add +3.8% 5,540 $806K
Blair William & Co. 0.00% Reduce -1.3% 5,529 $804K
Crossmark Global Holdings, Inc. 0.02% Reduce -12.4% 5,491 $799K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -7.3% 5,483 $797K
Burns J W & Co. Inc. 0.11% Reduce -9.8% 5,445 $792K
Cwm, LLC 0.00% Add +14.9% 5,385 $783K
Intrua Financial, LLC 0.12% New 5,340 $777K
Parisi Gray Wealth Management 0.29% No change 5,324 $774K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.4% 5,273 $767K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -3.8% 5,231 $761K
Parallax Volatility Advisers, L.P. 0.03% Add +1653.4% 5,225 $760K
First Hawaiian Bank 0.02% Reduce -20.3% 5,220 $759K
SpiderRock Advisors, LLC 0.02% — 5,355 $755K
Cora Capital Advisors LLC 0.40% Add +0.1% 5,132 $746K
Lincoln National Corp. 0.01% Reduce -11.6% 5,128 $746K
Staley Capital Advisers Inc. 0.03% No change 5,115 $744K
First Manhattan Co. Llc. 0.00% Reduce -66.8% 5,109 $743K
Aviso Wealth Management 0.46% Add +7.9% 5,048 $734K
B. Riley Wealth Advisors, Inc. 0.02% Add +18.8% 5,785 $731K
Dopkins Wealth Management, LLC 0.43% Add +0.2% 4,944 $719K
Greylin Investment Management, Inc 0.12% No change 4,900 $713K
Degroof Petercam Asset Management 0.01% Reduce -89.1% 4,900 $713K
D. E. Shaw & Co. 0.00% New 4,900 $713K
Brookstone Capital Management 0.01% Add +4.6% 4,858 $707K
SouthState Bank Corp 0.05% Add +2.6% 4,837 $703K
Modern Wealth Management, LLC 0.06% New 4,777 $695K
Brevan Howard Capital Management LP 0.07% New 4,727 $687K
Connecticut Wealth Management, LLC 0.04% Reduce -35.4% 4,657 $677K
Cibc World Market Inc. 0.00% Reduce -31.0% 4,646 $676K
MassMutual Private Wealth & Trust, FSB 0.02% Add +0.4% 4,641 $675K
Transamerica Financial Advisors, LLC 0.07% Reduce -7.0% 4,631 $674K
DF Dent & Co. Inc. 0.01% Reduce -0.0% 4,548 $661K
RKL Wealth Management LLC 0.07% Reduce -0.1% 4,518 $657K
Sherbrooke Park Advisers LLC 0.13% New 4,505 $655K
Mutual Advisors, LLC 0.02% Add +92.0% 4,498 $654K
Envestnet Portfolio Solutions, Inc. 0.00% Add +13.6% 4,471 $650K
Rakuten Investment Management, Inc. 0.00% Add +989.3% 4,466 $650K
Glenview Trust Co 0.01% Add +3.3% 4,455 $648K
Procyon Advisors, LLC 0.05% Reduce -4.1% 4,441 $646K
State of Wyoming 0.11% Add +20.4% 4,421 $643K
Stratos Wealth Partners, LTD. 0.01% Reduce -8.7% 4,257 $619K
Gsa Capital Partners LLP 0.05% New 4,218 $613K
Pure Financial Advisors, LLC 0.02% Reduce -0.9% 4,203 $611K
Means Investment Co., Inc. 0.08% Add +0.2% 4,197 $610K
VAUGHAN & Co SECURITIES, INC. 0.39% Reduce -9.0% 4,174 $607K
Wealthspire Advisors, LLC 0.01% Add +0.4% 4,165 $606K
Qtron Investments LLC 0.09% New 4,146 $603K
West Branch Capital LLC 0.24% No change 4,139 $602K
Sheaff Brock Investment Advisors, LLC 0.05% No change 4,125 $600K
Seven Eight Capital, LP 0.06% New 4,114 $598K
WNY Asset Management, LLC 0.09% Reduce -14.8% 4,093 $595K
Haverford Trust Co 0.01% No change 4,089 $595K
Steward Partners Investment Solutions, LLC 0.10% Add +1.6% 4,057 $590K
Steward Partners Investment Advisory, LLC 0.01% Add +4.1% 4,054 $590K
Financial Management Network Inc. 0.15% Add +0.6% 4,242 $586K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -3.5% 4,023 $585K
Tokio Marine Asset Management Co. Ltd. 0.03% Reduce -3.8% 3,999 $582K
Parallel Advisors, LLC 0.02% Add +2.7% 3,962 $576K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -50.2% 3,940 $573K
Estabrook Capital Management 0.09% No change 3,909 $569K
XML Financial, LLC 0.06% No change 3,864 $562K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -32.8% 3,804 $553K
Alberta Investment Management Corp 0.01% No change 3,800 $553K
United Capital Financial Advisors, LLC 0.00% Reduce -4.9% 3,783 $550K
Ibex Wealth Advisors 0.15% — 3,783 $549K
Snowden Capital Advisors LLC 0.02% Add +12.7% 3,773 $549K
Hamilton Capital Partners Inc. 0.07% No change 3,730 $542K
Emergent Wealth Advisors, LLC 0.47% Add +0.5% 3,725 $542K
Shepherd Financial Partners LLC 0.07% Add +0.5% 3,701 $538K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +16.6% 3,664 $533K
Hall Capital Management Co. Inc. 0.26% No change 3,635 $529K
Fulton Bank, N.A. 0.02% Add +2.3% 3,619 $526K
Lodestone Wealth Management LLC 0.28% No change 3,612 $525K
Impact Partnership Wealth, LLC 0.21% Reduce -15.4% 3,581 $521K
Machina Capital S.A.S. 0.27% Add +22.8% 3,555 $517K
Avantax Advisory Services, Inc. 0.00% Reduce -17.8% 3,541 $515K
Profund Advisors LLC 0.02% Reduce -12.8% 3,511 $511K
Tritonpoint Wealth, LLC 0.05% Add +2.3% 3,833 $510K
Scientech Research LLC 0.27% Add +73.3% 3,482 $506K
Sequoia Financial Advisors, LLC 0.01% Reduce -92.8% 3,469 $505K
Bryant Woods Investment Advisors, LLC 0.30% Reduce -13.1% 3,463 $504K
Lido Advisors, LLC 0.00% Reduce -12.6% 3,426 $498K
Versor Investments LP 0.10% Reduce -40.4% 3,400 $494K
Aviance Capital Partners, LLC 0.07% New 3,400 $494K
Vestcor Inc 0.02% Reduce -0.9% 3,398 $494K
Prestige Wealth Management Group LLC 0.11% Add +80.6% 3,372 $490K
Buffington Mohr McNeal 0.09% Reduce -17.3% 3,350 $487K
First Trust Direct Indexing L.P. 0.04% Add +16.3% 3,347 $487K
Thoroughbred Financial Services, LLC 0.05% Reduce -24.9% 3,342 $486K
Kintegral Advisory, LLC 0.05% Reduce -0.3% 3,335 $485K
Evergreen Capital Management LLC 0.02% Add +3.9% 3,323 $483K
Beacon Pointe Advisors, LLC 0.01% Add +2.0% 3,319 $483K
Buckingham Strategic Wealth, LLC 0.01% Add +2.9% 3,318 $483K
Jump Financial, LLC 0.01% Add +124.2% 3,314 $482K
Capital Market Strategies LLC 0.37% No change 3,300 $480K
Coldstream Capital Management Inc. 0.01% Reduce -1.5% 3,251 $473K
Wedmont Private Capital 0.03% Reduce -3.4% 3,341 $470K
Great Valley Advisor Group, Inc. 0.01% Add +5.0% 3,217 $468K
Shell Asset Management Co. 0.02% Add +320.1% 3,079 $466K
Western Wealth Management, LLC 0.04% Add +1.0% 3,182 $463K
Pitcairn Co. 0.03% New 3,124 $454K
Whittier Trust Co. 0.01% Reduce -17.9% 3,121 $454K
Pinnacle Financial Partners Inc 0.01% No change 3,109 $452K
First Horizon Advisors, Inc. 0.01% Add +21.9% 3,106 $452K
Sigma Planning Corp 0.01% Add +104.3% 3,089 $449K
Dakota Wealth Management 0.01% Reduce -0.5% 3,085 $449K
Cognios Beta Neutral Large Cap Fund, LP 0.58% New 3,085 $449K
Horizon Investments, LLC 0.01% Add +0.4% 3,081 $448K
Keybank National Association 0.00% Add +1.8% 3,076 $447K
Crestwood Advisors Group, LLC 0.01% Reduce -0.9% 3,076 $447K
Montag A & Associates Inc. 0.02% Reduce -8.9% 3,064 $446K
Freestone Capital Holdings, LLC 0.02% New 3,060 $445K
DoubleLine ETF Adviser LP 0.11% Add +8.6% 3,058 $445K
Vontobel Holding Ltd. 0.00% Reduce -4.7% 3,056 $444K
JB Capital LLC 0.03% Reduce -11.2% 3,048 $443K
Cutler Capital Management, LLC 0.21% Add +0.9% 3,035 $441K
NEOS Investment Management LLC 0.03% Add +42.2% 3,029 $441K
Hunter Perkins Capital Management, LLC 0.09% New 2,990 $435K
Bleakley Financial Group, LLC 0.01% Add +13.2% 2,980 $433K
Simplicity Wealth,LLC 0.01% New 2,978 $433K
Mgo One Seven LLC 0.02% Reduce -0.5% 2,953 $429K
Fiduciary Trust Co 0.01% Add +2.5% 2,953 $429K
Lake Street Advisors Group, LLC 0.02% Reduce -1.8% 2,938 $427K
Strait & Sound Wealth Management LLC 0.23% No change 3,095 $418K
Pearl River Capital, LLC 0.07% Reduce -83.0% 2,871 $418K
Howe & Rusling Inc. 0.04% New 2,855 $415K
DAVENPORT & Co LLC 0.00% Reduce -12.8% 2,855 $415K
Onyx Bridge Wealth Group LLC 0.07% Reduce -25.1% 2,825 $414K
River Wealth Advisors LLC 0.06% Reduce -11.7% 2,842 $413K
Visionary Horizons, LLC 0.32% New 3,067 $413K
Armstrong, Fleming & Moore, Inc 0.28% Reduce -29.0% 2,831 $412K
Forum Financial Management, LP 0.01% No change 2,807 $408K
Federation des caisses Desjardins du Quebec 0.00% Add +146.4% 2,834 $407K
Moneco Advisors, LLC 0.06% Reduce -22.4% 2,799 $407K
Mayflower Financial Advisors, LLC 0.07% Add +0.4% 2,797 $407K
Coombe, Bender & Co LLC 0.25% Add +6.4% 2,793 $406K
Legacy Wealth Asset Management, LLC 0.11% Add +1.5% 2,776 $404K
Quadcap Wealth Management, LLC 0.09% Reduce -12.0% 2,759 $401K
L.M. Kohn & Company 0.11% Reduce -0.3% 2,754 $401K
Brown Brothers Harriman & Co. 0.00% No change 2,745 $399K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -2.0% 2,738 $398K
Carnegie Investment Counsel 0.01% Reduce -6.0% 2,730 $397K
Graham Capital Management, L.P. 0.02% New 2,725 $396K
Independent Financial Group, LLC 0.02% Add +0.1% 2,723 $396K
Beacon Investment Advisory Services, Inc. 0.02% No change 2,721 $396K
Investment Management Corp of Ontario 0.01% Reduce -31.0% 2,676 $389K
Principle Wealth Partners LLC 0.03% No change 2,661 $387K
Wolverine Trading, LLC 0.00% Reduce -39.3% 2,646 $385K
Ariel Investments 0.00% Reduce -71.7% 2,639 $384K
Boothbay Fund Management, LLC 0.01% Reduce -96.7% 2,634 $383K
Oak Thistle LLC 0.34% Reduce -48.3% 2,609 $379K
IFP Advisors, Inc 0.02% Add +15.3% 2,606 $379K
PFG Investments, LLC 0.02% Add +37.5% 2,596 $378K
CFS Investment Advisory Services, LLC 0.06% Reduce -5.1% 2,588 $376K
Resurgent Financial Advisors LLC 0.20% New 2,541 $370K
Carret Asset Management, LLC 0.04% Reduce -7.3% 2,536 $369K
Raymond James Trust N.A. 0.01% Reduce -33.6% 2,523 $367K
Catalina Capital Group, LLC 0.16% New 2,505 $364K
Woodmont Investment Counsel LLC 0.03% Reduce -17.3% 2,505 $364K
Apollon Wealth Management, LLC 0.01% Add +4.9% 2,480 $361K
Legacy Financial Advisors, Inc. 0.06% Reduce -1.0% 2,476 $360K
V-Square Quantitative Management LLC 0.05% Add +38.0% 2,476 $360K
Symmetry Partners, LLC 0.03% No change 2,477 $360K
WealthCare Investment Partners, LLC 0.17% No change 2,474 $360K
Howard Wealth Management, LLC 0.29% No change 2,463 $358K
King Wealth Management Group 0.06% No change 2,461 $358K
Whittier Trust Co. of Nevada Inc. 0.01% Add +20.8% 2,458 $357K
Alps Advisors Inc. 0.00% Reduce -3.8% 2,432 $354K
Argonautica Private Wealth Management, Inc. 0.13% No change 2,430 $353K
Meitav Investment House Ltd. 0.01% Add +0.9% 2,430 $353K
Connors Investor Services Inc. 0.04% Add +5.0% 2,419 $352K
US Asset Management LLC 0.32% Reduce -2.1% 2,412 $351K
Bar Harbor Wealth Management 0.02% No change 2,404 $350K
Empirical Asset Management, LLC 0.17% New 2,373 $345K
Canandaigua National Bank & Trust Co. 0.05% Reduce -9.3% 2,371 $345K
Wedbush Securities Inc. 0.01% Add +12.9% 2,362 $344K
Avestar Capital, LLC 0.04% Add +43.4% 2,341 $343K
Plancorp, LLC 0.01% Add +0.9% 2,353 $342K
Ransom Advisory, Ltd 0.18% — 2,347 $341K
StoneX Group Inc. 0.03% Add +24.1% 2,344 $341K
Addison Advisors LLC 0.12% Add +21.9% 2,341 $340K
Lewis Asset Management, LLC 0.28% Reduce -20.4% 2,339 $340K
Smartleaf Asset Management LLC 0.06% Add +17.5% 2,301 $333K
Kestra Private Wealth Services, LLC 0.01% Reduce -77.5% 2,276 $331K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +16.9% 2,274 $331K
Forte Capital LLC 0.04% Reduce -11.6% 2,257 $328K
Financial Counselors Inc. 0.01% Add +1.2% 2,251 $327K
Altfest L J & Co. Inc. 0.05% Reduce -4.6% 2,247 $327K
Focused Wealth Management, Inc 0.05% Reduce -1.4% 2,246 $327K
Burney Co./ 0.01% No change 2,244 $326K
Magnolia Capital Management Ltd. 0.28% No change 2,230 $324K
Welch & Forbes LLC 0.00% Reduce -0.8% 2,224 $323K
Community Bank, N.A. 0.04% No change 2,212 $322K
Empowered Funds, LLC 0.01% Add +26.7% 2,204 $321K
Excalibur Management Corp. 0.14% No change 2,191 $319K
Cobblestone Capital Advisors LLC 0.02% No change 2,180 $317K
Sandhill Capital Partners LLC 0.03% Reduce -3.5% 2,166 $315K
Balentine LLC 0.01% Reduce -2.6% 2,144 $312K
Gotham Asset Management 0.00% Reduce -1.5% 2,140 $311K
Lanark Financial, Inc. 0.03% Reduce -12.4% 2,070 $311K
Independent Solutions Wealth Management, LLC 0.07% Reduce -4.9% 2,136 $311K
J. W. Coons Advisors, LLC 0.05% Reduce -10.1% 2,135 $311K
Princeton Global Asset Management LLC 0.07% No change 2,124 $309K
GeoWealth Management, LLC 0.01% Add +1.7% 2,115 $308K
Ingalls & Snyder LLC 0.01% No change 2,103 $306K
SVB Wealth LLC 0.01% Reduce -6.5% 2,093 $304K
Mather Group, Llc. 0.00% Reduce -0.5% 2,211 $303K
Cornerstone Advisors Asset Management, LLC 0.11% Add +0.9% 2,069 $301K
Central Pacific Bank - Trust Division 0.04% — 2,100 $301K
Prentice Wealth Management LLC 0.10% No change 2,045 $297K
Trust Asset Management LLC 0.03% No change 2,037 $296K
Cambridge Trust Co. 0.01% No change 2,007 $292K
Capula Management Ltd 0.01% New 1,995 $290K
High Falls Advisors, Inc 0.07% No change 1,977 $287K
Farther Finance Advisors, LLC 0.02% Reduce -1.9% 1,999 $286K
WealthTrust Axiom LLC 0.09% Reduce -20.9% 1,959 $285K
Valmark Advisers, Inc. 0.00% Reduce -2.4% 1,943 $283K
Greenleaf Trust 0.00% Add +0.6% 1,943 $283K
IHT Wealth Management, LLC 0.01% Add +15.3% 1,936 $282K
Old National Bancorp 0.01% Reduce -42.2% 1,936 $282K
HB Wealth Management, LLC 0.00% Add +9.4% 1,928 $280K
AIA Group Ltd 0.01% New 1,926 $280K
Chicago Capital, LLC 0.01% No change 1,923 $280K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 1,903 $277K
Meeder Advisory Services, Inc. 0.03% Add +3.9% 1,879 $273K
Douglass Winthrop Advisors, LLC 0.01% New 1,875 $273K
Eagle Bay Advisors LLC 0.17% Add +1.4% 1,867 $272K
Community Financial Services Group, LLC 0.06% — 1,865 $271K
Aigen Investment Management, LP 0.06% Reduce -41.4% 1,865 $271K
Focus Partners Wealth 0.00% New 1,861 $271K
First National Bank of Omaha 0.02% No change 1,510 $270K
Sapient Capital LLC 0.01% Reduce -36.5% 1,854 $270K
Aptus Capital Advisors, LLC 0.01% Add +20.8% 1,849 $269K
Numerai GP LLC 0.12% New 1,835 $267K
Two Sigma Securities, LLC 0.01% Reduce -70.0% 1,832 $266K
Baron Wealth Management LLC 0.14% New 1,824 $265K
Traphagen Investment Advisors LLC 0.03% Reduce -9.3% 1,819 $265K
SevenBridge Financial Group, LLC 0.06% Reduce -1.9% 1,804 $264K
Ameritas Investment Partners, Inc. 0.01% Reduce -6.2% 1,797 $261K
Vontobel Asset Management Inc. 0.00% Reduce -5.4% 1,791 $260K
Siemens Fonds Invest GmbH 0.02% Reduce -5.4% 1,790 $260K
Joel Isaacson & Co., LLC 0.01% Add +0.2% 1,779 $259K
Epoch Investment Partners, Inc. 0.00% Reduce -56.3% 1,779 $259K
Prudential PLC 0.00% Reduce -80.8% 1,769 $257K
Independent Advisor Alliance 0.01% New 1,739 $253K
Clearview Wealth Advisors LLC 0.26% Reduce -4.3% 1,736 $252K
Cigna Investments Inc. 0.05% No change 1,735 $252K
Latitude Advisors, LLC 0.16% Reduce -4.2% 1,730 $252K
Bank of Hawaii 0.01% Reduce -20.3% 1,728 $251K
Fortitude Advisory Group L.L.C. 0.14% Add +0.9% 1,723 $251K
Wellington Shields & Co., LLC 0.08% Reduce -6.4% 1,723 $251K
Beacon Financial Group 0.03% Reduce -14.0% 1,704 $248K
Premier Path Wealth Partners, LLC 0.05% Add +6.9% 1,700 $247K
Penn Mutual Asset Management 0.81% Reduce -45.6% 1,700 $247K
Vident Advisory, LLC 0.01% New 1,689 $246K
AXA S.A. 0.00% No change 1,688 $246K
Brown Capital Management LLC 0.00% No change 1,685 $245K
Kingsview Wealth Management, LLC 0.01% Add +1.6% 1,675 $244K
Court Place Advisors, LLC 0.08% Reduce -42.7% 1,670 $243K
Merit Financial Group, LLC 0.01% Add +13.1% 1,655 $243K
Breakwater Capital Group 0.06% Reduce -3.5% 1,651 $240K
Signaturefd, LLC 0.01% Add +0.1% 1,650 $240K
Prime Capital Investment Advisors, LLC 0.00% Reduce -1.0% 1,638 $238K
Ashton Thomas Private Wealth, LLC 0.01% New 1,636 $238K
Shufro Rose & Co. LLC 0.02% Reduce -23.4% 1,635 $238K
Collective Family Office LLC 0.08% No change 1,625 $236K
Novak & Powell Financial Services, Inc. 0.18% No change 1,612 $234K
BLB&B Advisors, LLC 0.01% No change 1,602 $233K
QRG Capital Management, Inc. 0.00% Reduce -5.4% 1,602 $233K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -58.9% 1,601 $233K
Wealth Alliance, LLC 0.03% New 1,600 $233K
Sterling Investment Counsel, LLC 0.11% Add +0.2% 1,593 $232K
Virtu Financial LLC 0.02% Reduce -64.8% 1,587 $231K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +0.4% 1,584 $230K
Legacy Advisors, LLC 0.03% Add +2.4% 1,566 $230K
Empower Advisory Group, LLC 0.00% Add +1.4% 1,577 $229K
MRA Advisory Group 0.14% No change 1,570 $228K
AE Wealth Management LLC 0.00% Reduce -81.6% 1,568 $228K
One Wealth Advisors, LLC 0.04% Reduce -0.4% 1,557 $226K
Sunbelt Securities, Inc. 0.03% Add +540.3% 1,543 $224K
Armstrong Advisory Group, Inc. 0.02% No change 1,632 $224K
GAMMA Investing LLC 0.05% Add +25.0% 1,534 $223K
Ferguson Wellman Capital Management, Inc. 0.00% Add +1.5% 1,528 $222K
Sicart Associates LLC 0.08% No change 1,500 $218K
Deltec Asset Management LLC 0.04% No change 1,500 $218K
GC Wealth Management RIA, LLC 0.04% New 1,497 $218K
Paragon Capital Management Ltd 0.04% Add +0.8% 1,491 $217K
Ballentine Partners, LLC 0.00% New 1,484 $216K
SeaCrest Wealth Management, LLC 0.03% Reduce -14.5% 1,476 $215K
Grey Ledge Advisors, LLC 0.06% New 1,471 $214K
WBH Advisory Inc. 0.02% Reduce -3.5% 1,468 $213K
Headlands Technologies LLC 0.05% New 1,465 $213K
Alpine Woods Capital Investors, LLC 0.04% No change 1,475 $213K
Tompkins Financial Corp. 0.02% Reduce -8.1% 1,461 $212K
Avantax Planning Partners, Inc. 0.01% New 1,460 $212K
Smith, Moore & Co. 0.02% New 1,444 $210K
Farrell Financial LLC 0.17% New 1,444 $210K
Burns Matteson Capital Management, LLC 0.13% New 1,424 $207K
Old North State Trust, LLC 0.17% — 1,418 $206K
Pasadena Private Wealth, LLC 0.05% New 1,416 $206K
Washington Trust Advisors, Inc. 0.02% Add +12.9% 1,398 $203K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -6.6% 1,396 $203K
Citizens Financial Group Inc. 0.01% New 1,382 $203K
Resonant Capital Advisors, LLC 0.02% New 1,390 $202K
Checchi Capital Advisers, LLC 0.02% New 1,390 $202K
Columbia Bank 0.08% — 1,387 $202K
Duality Advisers, LP 0.02% New 1,383 $201K
Argent Trust Co 0.01% New 1,378 $200K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,363 $198K
LGT Financial Advisors LLC 0.23% Reduce -4.0% 1,361 $198K
CIBC Private Wealth Group LLC 0.00% New 1,370 $196K
Global Retirement Partners, LLC 0.01% Reduce -1.3% 1,317 $192K
Highlander Capital Management, LLC 0.08% No change 1,313 $191K
HM Payson & Co. 0.00% Reduce -22.6% 1,281 $186K
Caldwell Trust Co 0.02% Add +49.9% 1,259 $183K
Tobam 0.02% Add +142.1% 1,247 $181K
Sandy Spring Bank 0.01% No change 1,235 $180K
EverSource Wealth Advisors, LLC 0.01% Add +53.3% 1,243 $179K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 1,196 $174K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,155 $168K
Hartford Financial Management Inc. 0.04% No change 1,150 $167K
Allworth Financial LP 0.00% Add +4.4% 1,101 $160K
Blue Trust, Inc. 0.00% Add +12.2% 1,069 $155K
JFS Wealth Advisors, LLC 0.01% Reduce -0.8% 1,010 $147K
Covestor Ltd 0.09% Reduce -2.4% 979 $143K
Planning Capital Management Corp 0.10% Add +0.9% 910 $132K
Quadrant Capital Group LLC 0.01% Add +7.3% 868 $126K
CI Investments Inc. 0.00% Add +64.5% 803 $117K
Abich Financial Wealth Management LLC 0.09% Add +49.9% 790 $115K
Penserra Capital Management LLC 0.00% Reduce -48.4% 776 $112K
Emerald Mutual Fund Advisers Trust 0.01% Reduce -86.2% 727 $106K
Harvest Fund Management Co., Ltd 0.01% No change 723 $105K
Private Trust Co. NA 0.01% No change 683 $99K
Compass Wealth Management LLC 0.02% No change 666 $97K
Westpac Banking Corp. 0.01% No change 642 $93K
Parkside Financial Bank & Trust 0.01% Add +2.9% 601 $87K
Ogorek Anthony Joseph /NY/ 0.03% No change 549 $79K
Mechanics Financial Corp 0.04% No change 500 $73K
Alta Advisers Ltd 0.04% No change 500 $73K
Monetary Management Group Inc. 0.02% No change 500 $73K
Zions Bancorporation, N.A. 0.01% Reduce -4.0% 486 $71K
Lindbrook Capital, LLC 0.01% Reduce -21.8% 483 $70K
Stone House Investment Management, LLC 0.02% Add +77.6% 467 $68K
Janiczek Wealth Management, LLC 0.01% No change 430 $63K
Avior Wealth Management, LLC 0.00% Add +31.8% 423 $62K
Mark Sheptoff Financial Planning, LLC 0.03% Add +1.0% 416 $61K
Riggs Asset Managment Co. Inc. 0.02% Reduce -1.2% 404 $59K
Mascoma Wealth Management LLC 0.02% Reduce -0.3% 400 $58K
Concord Wealth Partners 0.01% Reduce -9.3% 391 $57K
Hazlett, Burt & Watson, Inc. 0.03% No change 390 $56K
Deseret Mutual Benefit Administrators 0.03% No change 365 $53K
Webster Bank, N. A. 0.01% Add +3.8% 360 $52K
First Command Advisory Services, Inc. 0.00% No change 345 $50K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -11.6% 337 $49K
Carmichael Hill & Associates, Inc. 0.02% No change 334 $49K
SOA Wealth Advisors, LLC. 0.01% Add +0.3% 333 $48K
Balefire, LLC 0.02% Reduce -49.7% 323 $47K
Plante Moran Financial Advisors, LLC 0.00% No change 310 $45K
Quarry LP 0.02% Add +96.8% 307 $45K
Park Place Capital Corp 0.02% Reduce -20.9% 302 $44K
Harbor Investment Advisory, LLC 0.00% Reduce -8.6% 297 $43K
Smithfield Trust Co 0.00% No change 292 $42K
Investors Research Corp 0.01% No change 277 $40K
Jones Financial Companies LLLP 0.00% Add +73.4% 267 $39K
Silvant Capital Management LLC 0.00% No change 264 $38K
Raleigh Capital Management Inc. 0.02% Reduce -1.1% 257 $37K
Bokf, NA 0.00% Reduce -10.5% 255 $37K
Towne Trust Company, N.A 0.01% New 250 $36K
Pittenger & Anderson Inc. 0.00% No change 250 $36K
Versant Capital Management, Inc 0.01% Add +1.7% 243 $35K
CVA Family Office, LLC 0.01% Add +2.1% 242 $35K
Wetzel Investment Advisors, Inc. 0.02% No change 248 $35K
TD Private Client Wealth LLC 0.00% Reduce -5.6% 237 $34K
Quent Capital, LLC 0.00% Add +14.7% 226 $33K
Principal Securities, Inc. 0.00% Reduce -14.2% 212 $31K
UMB Bank, n.a. 0.00% Add +1.4% 210 $31K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 208 $30K
SRH Advisors, LLC 0.01% No change 200 $29K
Bank of New Hampshire 0.01% No change 200 $29K
General Partner, Inc. 0.02% New 189 $27K
WASHINGTON TRUST Co 0.00% No change 188 $27K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +18.8% 183 $27K
Blue Bell Private Wealth Management, LLC 0.01% Add +2.3% 182 $26K
HHM Wealth Advisors, LLC 0.00% No change 180 $26K
Asset Dedication, LLC 0.00% No change 178 $26K
Arax Advisory Partners 0.00% No change 168 $24K
NBT Bank, N.A. 0.00% No change 167 $24K
TFC Financial Management, Inc. 0.00% Reduce -48.2% 160 $23K
Concourse Financial Group Securities, Inc. 0.00% Reduce -2.6% 149 $22K
Annapolis Financial Services, LLC 0.01% Reduce -31.2% 150 $22K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 132 $19K
Key Financial Inc 0.00% No change 131 $19K
Motco 0.00% Reduce -2.3% 128 $19K
Fortitude Family Office, LLC 0.01% No change 124 $18K
Harbour Investments, Inc. 0.00% Add +37.9% 120 $17K
MV Capital Management, Inc. 0.00% Reduce -4.1% 117 $17K
Crewe Advisors LLC 0.00% New 116 $17K
Riverview Trust Co 0.01% New 116 $17K
Global X Japan Co., Ltd. 0.00% New 116 $17K
Rise Advisors, LLC 0.01% New 114 $17K
Gilliland Jeter Wealth Management LLC 0.01% New 111 $16K
Farmers & Merchants Investments Inc. 0.00% Add +22.0% 111 $16K
CNB Bank 0.01% No change 110 $16K
Wolff Wiese Magana LLC 0.01% No change 107 $16K
Criterion Capital Advisors, LLC 0.01% No change 107 $16K
Private Wealth Management Group, LLC 0.01% No change 105 $15K
Valley National Advisers Inc. 0.00% Reduce -13.5% 109 $15K
Venturi Wealth Management, LLC 0.00% Add +59.0% 97 $14K
Bruce G. Allen Investments, LLC 0.01% Add +21.8% 95 $14K
Piscataqua Savings Bank 0.01% No change 91 $13K
Frazier Financial Advisors, LLC 0.01% Add +60.7% 90 $13K
Clearstead Advisors, LLC 0.00% Reduce -71.5% 85 $13K
Institutional & Family Asset Management, LLC 0.00% Reduce -2.4% 83 $12K
Delta Asset Management LLC 0.00% No change 79 $11K
Leonteq Securities AG 0.00% Reduce -74.9% 74 $11K
Capital Advisors, Ltd. LLC 0.00% Add +7.8% 69 $10K
GW&K Investment Management, LLC 0.00% Add +4.6% 68 $10K
Vima LLC 0.01% New 83 $10K
Tucker Asset Management LLC 0.00% No change 68 $10K
Meeder Asset Management Inc. 0.00% Reduce -99.5% 68 $10K
Grove Bank & Trust 0.00% No change 67 $10K
MCF Advisors LLC 0.00% Add +407.7% 66 $10K
Clearstead Trust, LLC 0.00% No change 59 $9K
DT Investment Partners, LLC 0.00% No change 55 $8K
Costello Asset Management, INC 0.01% Add +10.0% 55 $8K
Cullen/Frost Bankers, Inc. 0.00% No change 54 $8K
PFS Partners, LLC 0.01% No change 53 $8K
Salomon & Ludwin, LLC 0.00% New 53 $8K
Carolinas Wealth Consulting LLC 0.00% Add +271.4% 52 $8K
Red Tortoise LLC 0.00% No change 52 $8K
Hexagon Capital Partners LLC 0.00% No change 51 $7K
Tsfg, LLC 0.00% No change 51 $7K
Westside Investment Management, Inc. 0.00% No change 47 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 46 $7K
AllSquare Wealth Management LLC 0.00% No change 46 $7K
Anchor Investment Management, LLC 0.00% No change 44 $6K
Coston, McIsaac & Partners 0.00% No change 42 $6K
Rosenberg Matthew Hamilton 0.00% Reduce -2.4% 41 $6K
Caitlin John, LLC 0.00% Reduce -2.4% 40 $6K
Rothschild Investment LLC 0.00% Add +8.3% 39 $6K
Signature Resources Capital Management, LLC 0.01% No change 41 $6K
New England Capital Financial Advisors LLC 0.00% No change 37 $5K
AdvisorNet Financial, Inc 0.00% Reduce -46.3% 36 $5K
Bartlett & Co. Wealth Management LLC 0.00% No change 36 $5K
Centennial Bank 0.00% No change 35 $5K
FSA Wealth Management LLC 0.00% No change 35 $5K
Old Second National Bank of Aurora 0.00% No change 34 $5K
Pacific Capital Wealth Advisors, Inc. 0.00% New 32 $5K
Colonial Trust Co / SC 0.00% No change 29 $4K
Avion Wealth 0.00% Add +50.0% 24 $4K
Continuum Advisory, LLC 0.00% New 25 $4K
Manchester Capital Management LLC 0.00% Add +36.8% 26 $4K
HighMark Wealth Management LLC 0.00% Add +84.8% 61 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% Reduce -96.0% 23 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 22 $3K
Beacon Capital Management, LLC 0.00% New 22 $3K
Bell Investment Advisors, Inc 0.00% No change 21 $3K
Realta Investment Advisors 0.00% New 20 $3K
Bogart Wealth, LLC 0.00% No change 20 $3K
Sachetta, LLC 0.00% No change 21 $3K
Abound Wealth Management 0.00% No change 19 $3K
Raffa Wealth Management, LLC 0.00% No change 19 $3K
WR Wealth Planners, LLC 0.00% New 16 $2K
Dunhill Financial, LLC 0.00% Add +16.7% 14 $2K
Psagot Value Holdings Ltd. / (Israel) 0.02% Reduce -70.7% 17 $2K
SJS Investment Consulting Inc. 0.00% Add +50.0% 12 $2K
Northwest Capital Management Inc 0.00% No change 12 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 9 $1K
Gradient Investments LLC 0.00% No change 9 $1K
FinTrust Capital Advisors, LLC 0.00% No change 8 $1K
Iron Horse Wealth Management, LLC 0.00% No change 7 $1K
McIlrath & Eck, LLC 0.00% No change 7 $1K
ICA Group Wealth Management, LLC 0.00% New 7 $1K
Colonial Trust Advisors 0.00% Reduce -66.7% 7 $1K
Plato Investment Management Ltd 0.00% No change 7 $1K
Larson Financial Group LLC 0.00% No change 6 $873
SYSTM Wealth Solutions LLC 0.00% Reduce -99.7% 6 $873
Nvwm, LLC 0.00% New 5 $734
M&R Capital Management Inc. 0.00% No change 5 $727
Atlas Capital Advisors Inc. 0.00% No change 5 $727
Global Financial Private Client, LLC 0.00% No change 5 $716
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 4 $582
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $291
Highline Wealth Partners LLC 0.00% No change 2 $291
Valued Wealth Advisors LLC 0.00% No change 1 $146
Aspect Partners, LLC 0.00% No change 1 $145
Rakuten Securities, Inc. 0.00% No change 1 $145
WestEnd Advisors, LLC 0.00% New 1 $145
TFO Wealth Partners, LLC 0.00% No change 1 $145
Financial Management Professionals, Inc. 0.00% Reduce -91.9% 3 $0

"% of holder's portfolio" is MTB's weight in each manager's 13F, not the share of M & T Bank Corp. the manager owns.