M & T BankMTB
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 945 institutions reported holding M & T Bank Corp. (MTB) in their 13F filings, up 24 from Q2 2024. 104 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($2.3B) and FMR LLC ($2.2B). 9 famous investors held it, including Francois Rochon (2.4% of Giverny Capital's portfolio), Stanley Druckenmiller (0.4% of Duquesne Family Office's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- M & T Bank Corp.
- Filed as
- M & T BK CORP (Q3 2024)
- Sector
- Finance
- CUSIP
- 55261F104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $190.9M |
| Exits | 78 | $167.6M |
All 13F filers, Q2 2024 → Q3 2024: 8,661,622 shares bought and 6,274,154 shares sold, net +2,387,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 945 holders
| Vanguard Group Inc. | 0.06% | Add +0.7% | 19,454,416 | $3.5B |
| BlackRock, Inc. | 0.05% | — | 12,704,249 | $2.3B |
| FMR LLC | 0.13% | Add +13.9% | 12,349,398 | $2.2B |
| Wellington Management Group LLP | 0.31% | Reduce -12.7% | 9,993,836 | $1.8B |
| State Street Corp. | 0.06% | Add +6.4% | 8,773,439 | $1.6B |
| JPMorgan Chase & Co. | 0.09% | Reduce -3.7% | 6,465,895 | $1.2B |
| Morgan Stanley | 0.07% | Add +49.3% | 5,591,197 | $995.9M |
| Charles Schwab Investment Management Inc. | 0.17% | Add +3.9% | 5,037,144 | $897.2M |
| Geode Capital Management, LLC | 0.06% | Add +1.6% | 4,329,814 | $768.8M |
| State Farm Mutual Automobile Insurance Co. | 0.64% | No change | 4,122,590 | $734.3M |
| Invesco Ltd. | 0.13% | Add +0.0% | 3,808,327 | $678.3M |
| Massachusetts Financial Services Co. | 0.09% | Reduce -3.7% | 1,716,011 | $305.7M |
| M&T Bank Corp | 0.99% | Reduce -0.0% | 1,697,340 | $302.3M |
| Dimensional Fund Advisors LP | 0.07% | Add +0.2% | 1,616,739 | $287.9M |
| Norges Bank | 0.04% | Reduce -1.3% | 1,578,608 | $281.2M |
| First Trust Advisors LP | 0.27% | Reduce -9.1% | 1,572,707 | $280.1M |
| Bank of New York Mellon Corp | 0.05% | Reduce -1.1% | 1,496,261 | $266.5M |
| Northern Trust Corp. | 0.04% | Reduce -5.2% | 1,468,229 | $261.5M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.77% | Reduce -5.1% | 1,326,711 | $236.3M |
| Nuveen Asset Management, LLC | 0.06% | Add +21.5% | 1,281,221 | $228.2M |
| Bank of America Corp. | 0.02% | Reduce -1.2% | 1,238,192 | $220.5M |
| London Co. of Virginia | 1.12% | Add +2.1% | 1,193,575 | $212.6M |
| Goldman Sachs Group Inc. | 0.04% | Add +3.3% | 1,134,684 | $202.1M |
| Marshall Wace, LLP | 0.23% | Add +45.1% | 982,163 | $174.9M |
| Legal & General Group Plc | 0.04% | Reduce -1.4% | 949,804 | $169.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -0.9% | 933,575 | $166.3M |
| LSV Asset Management | 0.35% | Reduce -7.7% | 913,920 | $162.8M |
| Senvest Management, LLC | 5.49% | Add +12.3% | 882,841 | $157.3M |
| Menora Mivtachim Holdings LTD. | 0.82% | Reduce -16.5% | 726,969 | $129.5M |
| Manufacturers Life Insurance Company, The | 0.09% | Add +30.8% | 599,995 | $106.9M |
| Los Angeles Capital Management LLC | 0.43% | Reduce -19.1% | 592,952 | $105.6M |
| Canoe Financial LP | 2.48% | Add +29.4% | 588,302 | $103.2M |
| Barclays PLC | 0.05% | Add +20.3% | 578,266 | $103.0M |
| Ameriprise Financial Inc. | 0.03% | Reduce -19.0% | 564,011 | $100.5M |
| Amundi | 0.04% | Reduce -29.8% | 562,630 | $99.9M |
| Wells Fargo & Company | 0.02% | Reduce -2.7% | 558,959 | $99.6M |
| Smead Capital Management, Inc. | 1.26% | Add +3.5% | 493,817 | $88.0M |
| Alliancebernstein L.P. | 0.03% | Add +41.3% | 490,003 | $87.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +8.5% | 467,801 | $83.3M |
| HSBC Holdings PLC | 0.05% | Add +0.0% | 436,323 | $77.7M |
| Clearbridge Investments, LLC | 0.06% | Add +19.1% | 421,201 | $75.0M |
| Bank of Montreal | 0.03% | Reduce -5.0% | 422,981 | $74.2M |
| Royal Bank of Canada | 0.02% | Add +8.8% | 412,720 | $73.5M |
| Stifel Financial Corp. | 0.07% | Add +11.2% | 393,624 | $70.1M |
| UBS Group AG | 0.02% | Add +0.3% | 390,308 | $69.5M |
| Deutsche Bank AG | 0.03% | Reduce -46.0% | 389,550 | $69.4M |
| DNB Asset Management AS | 0.31% | Add +1182.9% | 380,542 | $67.8M |
| Anchor Capital Advisors LLC | 1.79% | Reduce -3.4% | 378,522 | $67.4M |
| Cooke & Bieler LP | 0.60% | Reduce -2.1% | 369,610 | $65.8M |
| Giverny Capital | 2.44% | Add +4.4% | 360,591 | $64.2M |
| Davis Asset Management, L.P. | 2.46% | No change | 345,000 | $61.5M |
| Federated Hermes, Inc. | 0.12% | Add +165.8% | 318,989 | $56.8M |
| RNC Capital Management LLC | 3.15% | No change | 375,198 | $56.8M |
| Huntington National Bank | 0.54% | Add +10.6% | 314,114 | $55.9M |
| BNP Paribas Financial Markets | 0.05% | Add +70.4% | 306,590 | $54.6M |
| Rhumbline Advisers | 0.05% | Reduce -3.9% | 304,877 | $54.3M |
| Artisan Partners Limited Partnership | 0.08% | Reduce -20.8% | 303,022 | $54.0M |
| California Public Employees Retirement System | 0.04% | Reduce -0.3% | 298,666 | $53.2M |
| Junto Capital Management LP | 1.17% | Reduce -37.7% | 291,197 | $51.9M |
| KBC Group NV | 0.15% | Reduce -35.5% | 286,823 | $51.1M |
| Invenomic Capital Management LP | 2.77% | Add +54.1% | 281,766 | $50.2M |
| National Pension Service | 0.05% | Add +5.2% | 268,138 | $47.8M |
| California State Teachers Retirement System | 0.05% | Reduce -0.5% | 260,342 | $46.4M |
| Zurich Insurance Group Ltd | 0.38% | New | 249,393 | $44.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +9.0% | 248,173 | $44.2M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1.37% | Reduce -17.1% | 245,967 | $43.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.3% | 242,062 | $43.1M |
| Absher Wealth Management, LLC | 5.52% | Reduce -28.5% | 240,142 | $42.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -20.5% | 234,274 | $41.7M |
| Rafferty Asset Management, LLC | 0.14% | Add +53.1% | 227,332 | $40.5M |
| Citigroup Inc. | 0.03% | Reduce -3.4% | 199,127 | $35.5M |
| Principal Financial Group Inc. | 0.02% | Add +1.4% | 199,111 | $35.5M |
| Natixis Advisors, LLC | 0.07% | Add +10.3% | 195,879 | $34.9M |
| Polaris Capital Management, LLC | 1.68% | Add +1.6% | 191,894 | $34.2M |
| Crawford Investment Counsel Inc. | 0.58% | Reduce -29.4% | 189,957 | $33.8M |
| Advisors Capital Management, LLC | 0.53% | Reduce -18.8% | 183,273 | $32.6M |
| Victory Capital Management Inc. | 0.03% | Reduce -0.7% | 182,778 | $32.6M |
| Schroder Investment Management Group | 0.03% | Reduce -4.6% | 183,687 | $32.2M |
| Ensign Peak Advisors, Inc | 0.06% | Add +67.9% | 178,510 | $31.8M |
| Tocqueville Asset Management L.P. | 0.47% | Add +2.2% | 169,130 | $30.1M |
| Berkshire Asset Management LLC | 1.51% | No change | 196,359 | $29.7M |
| New York State Teachers Retirement System | 0.06% | Reduce -1.7% | 155,652 | $27.7M |
| Vest Financial, LLC | 0.52% | Add +1.3% | 150,454 | $26.8M |
| Ruffer LLP | 0.78% | Reduce -8.7% | 139,255 | $24.8M |
| Westfield Capital Management Co. LP | 0.11% | New | 138,894 | $24.7M |
| STRS Ohio | 0.09% | Add +986.1% | 135,290 | $24.1M |
| Candriam S.C.A. | 0.14% | Reduce -14.9% | 133,229 | $23.7M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +4.8% | 128,891 | $23.0M |
| Agf Management Ltd. | 0.11% | Reduce -23.3% | 126,008 | $22.4M |
| New York State Common Retirement Fund | 0.03% | Reduce -25.0% | 125,900 | $22.4M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +2.0% | 122,255 | $21.8M |
| National Bank of Canada | 0.03% | Reduce -12.1% | 119,366 | $21.3M |
| Prudential Financial Inc. | 0.03% | Reduce -3.9% | 114,680 | $20.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +13.6% | 111,772 | $19.6M |
| LPL Financial LLC | 0.01% | Add +4.7% | 109,903 | $19.6M |
| AQR Capital Management | 0.03% | Reduce -15.8% | 107,915 | $18.9M |
| General American Investors Co. Inc. | 1.25% | No change | 101,100 | $18.0M |
| Oppenheimer Asset Management Inc. | 0.22% | Reduce -4.0% | 100,383 | $17.9M |
| Speece Thorson Capital Group Inc. | 3.30% | Reduce -15.2% | 100,360 | $17.9M |
| SG Americas Securities, LLC | 0.07% | Add +394.6% | 100,349 | $17.9M |
| Sound Income Strategies, LLC | 1.14% | Add +5.5% | 99,047 | $17.6M |
| Sei Investments Co. | 0.02% | Add +40.7% | 96,841 | $17.2M |
| State of Wisconsin Investment Board | 0.04% | Add +6.1% | 96,018 | $17.1M |
| Maltese Capital Management LLC | 2.80% | Add +38.2% | 96,000 | $17.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.9% | 92,646 | $16.5M |
| Matrix Asset Advisors Inc. | 1.82% | Add +0.2% | 91,870 | $16.4M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Reduce -1.7% | 90,196 | $16.1M |
| Thrivent Financial for Lutherans | 0.03% | Add +33.3% | 87,626 | $15.6M |
| Cinctive Capital Management LP | 0.85% | Add +184.4% | 83,127 | $14.8M |
| Toronto Dominion Bank | 0.03% | Add +71.1% | 83,019 | $14.8M |
| Susquehanna International Group, LLP | 0.03% | Add +26.7% | 82,270 | $14.7M |
| Brandywine Global Investment Management, LLC | 0.10% | Add +4.4% | 77,028 | $14.3M |
| Callodine Capital Management, LP | 3.00% | New | 80,000 | $14.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -1.5% | 79,925 | $14.2M |
| Adams Diversified Equity Fund, Inc. | 0.52% | New | 79,400 | $14.1M |
| GMO | 0.04% | Reduce -3.0% | 78,786 | $14.0M |
| Point72 Europe (London) LLP | 1.16% | Add +27.1% | 77,500 | $13.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +0.5% | 77,438 | $13.8M |
| Treasurer of the State of North Carolina | 0.05% | Reduce -16.7% | 74,682 | $13.3M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -0.8% | 74,312 | $13.2M |
| Reinhart Partners, Llc. | 0.50% | Reduce -9.9% | 73,503 | $13.1M |
| Danske Bank A/S | 0.04% | Add +0.4% | 73,317 | $13.1M |
| HST Ventures, LLC | 3.54% | New | 72,584 | $12.9M |
| Russell Investments Group, Ltd. | 0.02% | Add +38.6% | 72,666 | $12.9M |
| Bank of Nova Scotia | 0.03% | Add +316.8% | 72,362 | $12.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.1% | 71,434 | $12.7M |
| Royal London Asset Management Ltd. | 0.03% | Add +2.3% | 67,648 | $12.0M |
| American Century Companies Inc. | 0.01% | Add +9.0% | 67,377 | $12.0M |
| Nisa Investment Advisors, LLC | 0.07% | Reduce -4.4% | 67,337 | $12.0M |
| Raymond James & Associates | 0.01% | Add +11.0% | 66,209 | $11.8M |
| Asset Management One Co., Ltd. | 0.04% | Add +1.9% | 65,685 | $11.7M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -2.6% | 65,347 | $11.6M |
| Sterling Capital Management LLC | 0.15% | — | 65,120 | $11.6M |
| Aberdeen Group plc | 0.02% | Reduce -4.6% | 65,045 | $11.5M |
| TD Asset Management Inc | 0.01% | Add +0.4% | 64,729 | $11.4M |
| Mn Services Vermogensbeheer B.V. | 0.08% | Reduce -2.5% | 63,600 | $11.3M |
| 1832 Asset Management L.P. | 0.02% | No change | 62,012 | $11.0M |
| Truist Financial Corp. | 0.02% | Reduce -45.9% | 61,786 | $11.0M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -4.8% | 60,364 | $10.8M |
| Gabelli Funds LLC | 0.08% | Reduce -1.3% | 58,900 | $10.5M |
| Sienna Gestion | 0.69% | Add +18.4% | 58,682 | $10.4M |
| Duquesne Family Office | 0.35% | New | 56,200 | $10.0M |
| State of New Jersey Common Pension Fund D | 0.04% | No change | 54,940 | $9.8M |
| Northwest & Ethical Investments L.P. | 0.25% | Add +264.0% | 53,473 | $9.5M |
| HighTower Advisors, LLC | 0.01% | Add +2.1% | 52,507 | $9.4M |
| Voya Investment Management LLC | 0.01% | Reduce -6.9% | 52,509 | $9.4M |
| Atom Investors LP | 0.96% | New | 51,374 | $9.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -5.2% | 50,746 | $9.0M |
| Resona Asset Management Co.,Ltd. | 0.05% | Reduce -0.5% | 50,828 | $9.0M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +6.1% | 50,275 | $9.0M |
| Calamos Advisors LLC | 0.06% | Reduce -2.4% | 48,839 | $8.7M |
| State of Michigan Retirement System | 0.04% | Reduce -0.4% | 48,801 | $8.7M |
| Boston Trust Walden Corp | 0.06% | Reduce -16.5% | 48,759 | $8.7M |
| Davis Selected Advisers | 0.05% | Add +0.7% | 48,565 | $8.7M |
| Arizona State Retirement System | 0.05% | Add +4.4% | 47,804 | $8.5M |
| Comerica Bank | 0.03% | Add +36.5% | 46,782 | $8.3M |
| Curi Capital, LLC | 0.19% | Add +1.9% | 46,404 | $8.3M |
| South Dakota Investment Council | 0.16% | Reduce -44.9% | 44,655 | $8.0M |
| PDT Partners, LLC | 0.70% | No change | 44,292 | $7.9M |
| Cutler Investment Counsel LLC | 0.98% | Reduce -3.0% | 43,495 | $7.7M |
| MetLife Investment Management, LLC | 0.04% | Reduce -2.4% | 43,409 | $7.7M |
| Bessemer Group Inc. | 0.01% | Add +58.0% | 43,102 | $7.7M |
| O'Keefe Stevens Advisory, Inc. | 2.31% | Add +2.2% | 42,913 | $7.6M |
| Macquarie Group Ltd. | 0.01% | Reduce -39.4% | 42,143 | $7.5M |
| Corebridge Financial, Inc. | 0.04% | Reduce -2.7% | 41,457 | $7.4M |
| Avantax Advisory Services, Inc. | 0.05% | Add +3.4% | 41,141 | $7.3M |
| Arnhold LLC | 0.71% | Reduce -8.6% | 41,092 | $7.3M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +18.6% | 39,427 | $7.3M |
| ProShare Advisors LLC | 0.02% | Reduce -3.7% | 39,990 | $7.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -23.6% | 39,875 | $7.1M |
| Wealthfront Advisers LLC | 0.02% | Add +0.9% | 39,279 | $7.0M |
| USS Investment Management Ltd | 0.05% | Add +0.2% | 38,827 | $6.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.07% | — | 38,811 | $6.9M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -3.4% | 38,770 | $6.9M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -3.4% | 38,770 | $6.9M |
| Assetmark, Inc. | 0.02% | Add +6.6% | 38,416 | $6.8M |
| Mutual of America Capital Management LLC | 0.07% | Add +0.2% | 38,394 | $6.8M |
| Man Group plc | 0.02% | Add +24.9% | 38,222 | $6.8M |
| Mariner, LLC | 0.01% | Add +7.9% | 37,933 | $6.8M |
| Florida Trust Wealth Management Co | 0.21% | Reduce -5.8% | 37,029 | $6.6M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.9% | 36,463 | $6.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -0.8% | 36,354 | $6.5M |
| Cresset Asset Management, LLC | 0.02% | Add +0.1% | 35,851 | $6.4M |
| Assenagon Asset Management S.A. | 0.01% | Add +8.3% | 35,549 | $6.3M |
| Hudson Edge Investment Partners Inc. | 1.17% | Reduce -6.8% | 35,450 | $6.3M |
| Forsta Ap-Fonden | 0.05% | Add +11.3% | 35,400 | $6.3M |
| Harvest Portfolios Group Inc. | 0.21% | Reduce -9.2% | 35,254 | $6.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +0.2% | 34,386 | $6.1M |
| Natixis | 0.04% | Add +719.7% | 34,157 | $6.1M |
| Brown Advisory Inc. | 0.01% | Add +4.0% | 34,113 | $6.1M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -31.8% | 34,090 | $6.1M |
| Czech National Bank | 0.06% | Add +7.0% | 34,019 | $6.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | No change | 33,436 | $6.0M |
| Amalgamated Bank | 0.05% | Reduce -22.5% | 32,771 | $5.8M |
| Gateway Investment Advisers LLC | 0.06% | Reduce -0.2% | 32,742 | $5.8M |
| Cibc World Markets Corp. | 0.04% | Add +1.0% | 32,307 | $5.8M |
| MUFG Securities EMEA plc | 0.23% | New | 32,000 | $5.7M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Reduce -44.2% | 31,987 | $5.7M |
| Aviva PLC | 0.01% | Add +2.1% | 31,620 | $5.6M |
| Sky Investment Group LLC | 1.04% | Reduce -3.2% | 31,603 | $5.6M |
| Cerity Partners LLC | 0.01% | Add +116.3% | 31,591 | $5.6M |
| IFM Investors Pty Ltd | 0.05% | Reduce -2.5% | 31,578 | $5.6M |
| Handelsbanken Fonder AB | 0.02% | Reduce -1.6% | 31,538 | $5.6M |
| Courier Capital LLC | 0.38% | Reduce -0.9% | 31,421 | $5.6M |
| Quantinno Capital Management LP | 0.07% | Add +27.4% | 30,825 | $5.5M |
| Monte Financial Group, LLC | 2.26% | Reduce -0.5% | 30,557 | $5.4M |
| Manning & Napier Advisors LLC | 0.06% | New | 30,449 | $5.4M |
| Kimelman & Baird, LLC | 0.43% | Reduce -0.3% | 29,950 | $5.3M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +1.2% | 30,240 | $5.3M |
| Creative Planning | 0.01% | Add +8.5% | 29,225 | $5.2M |
| Cetera Investment Advisers | 0.01% | Reduce -10.1% | 29,188 | $5.2M |
| Public Sector Pension Investment Board | 0.03% | Add +2.8% | 29,095 | $5.2M |
| Leuthold Group, LLC | 0.57% | Add +34.6% | 28,660 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | Add +0.7% | 28,625 | $5.1M |
| Rock Point Advisors, LLC | 1.38% | Reduce -6.6% | 28,445 | $5.1M |
| CIBC Asset Management Inc | 0.02% | Add +7.1% | 28,429 | $5.1M |
| Cornerstone Wealth Group, LLC | 0.41% | Add +1.0% | 28,045 | $5.0M |
| Andra AP-fonden | 0.07% | Reduce -55.2% | 27,900 | $5.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -12.7% | 27,848 | $5.0M |
| Utah Retirement Systems | 0.06% | Add +0.4% | 27,408 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Add +1.6% | 27,255 | $4.9M |
| Daymark Wealth Partners, LLC | 0.20% | Reduce -2.0% | 27,132 | $4.8M |
| Robinson Value Management, Ltd. | 3.06% | Add +1.4% | 26,448 | $4.7M |
| Howard Capital Management, LLC | 0.08% | New | 26,437 | $4.7M |
| Corient Private Wealth LP | 0.01% | Add +18.7% | 25,638 | $4.6M |
| Tidal Investments LLC | 0.05% | Reduce -1.6% | 25,393 | $4.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -3.0% | 25,306 | $4.5M |
| Picton Mahoney Asset Management | 0.17% | Add +3707.7% | 25,169 | $4.5M |
| New York Life Investment Management LLC | 0.04% | Reduce -3.0% | 24,595 | $4.4M |
| HBK Sorce Advisory LLC | 0.13% | Reduce -0.4% | 24,592 | $4.4M |
| Xponance LLC | 0.04% | Add +0.8% | 24,053 | $4.3M |
| Siena Capital Partners GP, LLC | 1.23% | No change | 24,000 | $4.3M |
| Fiduciary Alliance LLC | 0.57% | Add +10.4% | 23,905 | $4.3M |
| Savant Capital, LLC | 0.03% | Add +0.5% | 23,207 | $4.1M |
| Eisler Capital (US) LLC | 0.76% | New | 23,135 | $4.1M |
| Credit Agricole S A | 0.02% | Add +16.8% | 23,095 | $4.1M |
| McCollum Christoferson Group LLC | 1.18% | No change | 22,896 | $4.1M |
| Lesa Sroufe & Co | 3.80% | No change | 22,853 | $4.1M |
| Lee Danner & Bass Inc. | 0.29% | Reduce -2.1% | 22,854 | $4.1M |
| NFJ Investment Group, LLC | 0.12% | New | 22,674 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.3% | 22,507 | $4.0M |
| Franklin Resources Inc. | 0.00% | Add +45.5% | 21,481 | $4.0M |
| Grandfield & Dodd, LLC | 0.23% | Reduce -17.6% | 22,166 | $3.9M |
| Yousif Capital Management, LLC | 0.04% | Reduce -2.3% | 21,746 | $3.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -60.3% | 21,500 | $3.8M |
| GAMCO Investors | 0.04% | Add +6.2% | 21,422 | $3.8M |
| Janus Henderson Group PLC | 0.00% | No change | 21,287 | $3.8M |
| Beck Mack & Oliver LLC | 0.07% | Reduce -5.3% | 21,198 | $3.8M |
| Storebrand Asset Management As | 0.01% | Add +0.9% | 20,961 | $3.7M |
| Daiwa Securities Group Inc. | 0.02% | Add +12.0% | 20,445 | $3.6M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.1% | 20,073 | $3.6M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -1.2% | 20,033 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +14.7% | 15,767 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Add +6.9% | 19,399 | $3.5M |
| Alaska Permanent Fund Corp | 0.05% | No change | 19,114 | $3.4M |
| Mackenzie Financial Corp. | 0.00% | Reduce -4.0% | 18,615 | $3.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -22.6% | 18,492 | $3.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.22% | Reduce -70.0% | 18,322 | $3.3M |
| OMERS ADMINISTRATION Corp | 0.03% | Add +216.8% | 18,265 | $3.3M |
| Sustainable Insight Capital Management, LLC | 1.47% | New | 18,200 | $3.2M |
| Abacus Planning Group, Inc. | 0.57% | Add +0.2% | 17,793 | $3.2M |
| Daiichi Life Insurance Co., Ltd. | 0.08% | Add +12.7% | 17,744 | $3.2M |
| LRI Investments, LLC | 0.31% | Reduce -0.5% | 14,780 | $3.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +13.6% | 17,694 | $3.2M |
| Trexquant Investment LP | 0.04% | New | 17,377 | $3.1M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 16,926 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | Add +9.8% | 16,651 | $3.0M |
| Elizabeth Park Capital Advisors, Ltd. | 2.37% | New | 16,506 | $2.9M |
| Ethic Inc. | 0.07% | Add +0.1% | 19,983 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.6% | 16,306 | $2.9M |
| Trust Co. of Vermont | 0.14% | Reduce -0.8% | 16,160 | $2.9M |
| Tredje AP-fonden | 0.03% | No change | 16,125 | $2.9M |
| Fisher Asset Management | 0.00% | Reduce -1.7% | 15,979 | $2.8M |
| Naples Money Management LLC | 2.38% | Add +6.0% | 15,785 | $2.8M |
| Millennium Management | 0.00% | Reduce -78.7% | 15,659 | $2.8M |
| Ascent Group, LLC | 0.21% | Add +12.5% | 15,566 | $2.8M |
| Northstar Advisory Group, LLC | 1.42% | New | 15,308 | $2.7M |
| Founders Capital Management, LLC | 0.47% | No change | 14,955 | $2.7M |
| Strategic Financial Services, Inc. | 0.16% | No change | 14,901 | $2.7M |
| Elo Mutual Pension Insurance Co | 0.06% | Add +3.6% | 14,765 | $2.6M |
| Groupama Asset Managment | 0.07% | Add +3.3% | 18,275 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -91.6% | 14,631 | $2.6M |
| SlateStone Wealth, LLC | 0.23% | No change | 14,501 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -0.6% | 14,261 | $2.5M |
| Bright Futures Wealth Management, LLC. | 1.22% | Reduce -15.2% | 12,808 | $2.5M |
| St Germain D J Co. Inc. | 0.12% | Reduce -5.8% | 14,195 | $2.5M |
| Dana Investment Advisors, Inc. | 0.08% | Reduce -0.8% | 14,043 | $2.5M |
| Korea Investment CORP | 0.01% | Reduce -15.6% | 14,005 | $2.5M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +80.6% | 13,901 | $2.5M |
| Commonwealth Retirement Investments LLC | 1.02% | Add +2.7% | 13,705 | $2.4M |
| Basswood Capital Management, L.L.C. | 0.12% | No change | 13,360 | $2.4M |
| Culbertson A N & Co. Inc. | 0.38% | Reduce -0.5% | 13,268 | $2.4M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +14.5% | 13,199 | $2.4M |
| Gulf International Bank (UK) Ltd | 0.06% | Reduce -4.2% | 13,111 | $2.3M |
| Nordea Investment Management AB | 0.00% | Reduce -3.4% | 13,109 | $2.3M |
| Lazard Asset Management LLC | 0.00% | Reduce -65.9% | 12,973 | $2.3M |
| GYL Financial Synergies, LLC | 0.17% | Add +0.1% | 12,836 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -5.2% | 12,763 | $2.3M |
| Pacer Advisors, Inc. | 0.00% | Add +4.3% | 12,398 | $2.2M |
| Granite Group Advisors, LLC | 1.42% | Reduce -1.1% | 12,391 | $2.2M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.21% | Reduce -10.0% | 12,200 | $2.2M |
| Flputnam Investment Management Co. | 0.04% | Add +10.6% | 12,343 | $2.1M |
| Kentucky Retirement Systems | 0.06% | Reduce -7.5% | 11,634 | $2.1M |
| Lakewood Asset Management LLC | 1.41% | Reduce -7.7% | 11,628 | $2.1M |
| First National Trust Co | 0.08% | Reduce -0.5% | 11,491 | $2.0M |
| Essex Financial Services, Inc. | 0.15% | Reduce -29.5% | 10,415 | $2.0M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -1.0% | 11,341 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +3.5% | 11,270 | $2.0M |
| Morningstar Investment Management LLC | 0.19% | Reduce -40.5% | 10,492 | $1.9M |
| Mizuho Securities USA LLC | 0.04% | Reduce -15.8% | 10,829 | $1.9M |
| Northcape Wealth Management, LLC | 0.63% | Reduce -0.2% | 10,810 | $1.9M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -20.0% | 10,803 | $1.9M |
| Caprock Group, LLC | 0.07% | Add +10.8% | 10,731 | $1.9M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 1.36% | Reduce -1.3% | 10,708 | $1.9M |
| Keynote Financial Services LLC | 1.46% | Reduce -3.4% | 10,663 | $1.9M |
| Hardman Johnston Global Advisors LLC | 0.07% | No change | 10,630 | $1.9M |
| Hartford Investment Management Co. | 0.06% | Reduce -1.2% | 10,573 | $1.9M |
| Infrastructure Capital Advisors, LLC | 0.31% | New | 10,549 | $1.9M |
| Roberts Glore & Co. Inc. | 0.54% | Reduce -8.2% | 10,518 | $1.9M |
| Alyeska Investment Group, L.P. | 0.01% | New | 10,429 | $1.9M |
| Hudock, Inc. | 0.32% | Add +3.5% | 10,402 | $1.9M |
| J. Safra Sarasin Holding AG | 0.03% | Reduce -3.0% | 10,394 | $1.9M |
| Oddo BHF Asset Management Sas | 0.09% | — | 10,299 | $1.8M |
| Cornercap Investment Counsel Inc. | 0.54% | Reduce -36.2% | 10,254 | $1.8M |
| Hancock Whitney Corp. | 0.06% | Add +2.1% | 10,239 | $1.8M |
| Barrett & Company, Inc. | 0.79% | Reduce -1.8% | 10,224 | $1.8M |
| New Hampshire Trust | 0.39% | Reduce -2.2% | 10,169 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +1.1% | 10,095 | $1.8M |
| Old Port Advisors | 0.49% | Reduce -3.6% | 9,894 | $1.8M |
| Vinva Investment Management Ltd | 0.07% | Add +81.0% | 10,021 | $1.8M |
| Fifth Third Bancorp | 0.01% | Add +1.1% | 9,758 | $1.7M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -32.7% | 9,728 | $1.7M |
| Ieq Capital, LLC | 0.02% | Add +32.2% | 9,683 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +41.0% | 9,679 | $1.7M |
| Charter Research & Investment Group, Inc. | 1.26% | Reduce -5.2% | 9,629 | $1.7M |
| Commerce Bank | 0.01% | Reduce -1.3% | 9,563 | $1.7M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -24.8% | 9,494 | $1.7M |
| Swedbank AB | 0.00% | No change | 9,462 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | No change | 9,400 | $1.7M |
| Pitcairn Co. | 0.10% | Add +0.8% | 9,362 | $1.7M |
| Rakuten Investment Management, Inc. | 0.01% | Add +33.2% | 9,460 | $1.7M |
| Cozad Asset Management Inc. | 0.16% | Reduce -13.9% | 9,245 | $1.6M |
| PARK CIRCLE Co | 1.47% | Reduce -14.0% | 9,241 | $1.6M |
| Synergy Asset Management, LLC | 0.25% | Reduce -52.4% | 9,138 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Add +6.2% | 9,096 | $1.6M |
| Securian Asset Management, Inc. | 0.05% | Reduce -4.2% | 9,088 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +15.1% | 9,161 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Add +2.8% | 8,873 | $1.6M |
| Allianz Asset Management GmbH | 0.00% | Reduce -1.6% | 8,785 | $1.6M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.02% | — | 8,779 | $1.6M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -2.0% | 8,779 | $1.6M |
| First United Bank & Trust | 0.56% | Reduce -2.0% | 8,757 | $1.6M |
| Bard Financial Services, Inc. | 0.18% | Reduce -42.5% | 8,580 | $1.5M |
| ING Groep NV | 0.01% | Reduce -59.2% | 8,417 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Reduce -27.2% | 8,413 | $1.5M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -2.6% | 8,408 | $1.5M |
| First Trust Investment Solutions L.P. | 0.17% | Reduce -0.1% | 8,389 | $1.5M |
| Panagora Asset Management Inc. | 0.01% | Reduce -3.0% | 8,365 | $1.5M |
| Waldron Private Wealth LLC | 0.06% | Reduce -2.8% | 8,306 | $1.5M |
| Elevatus Welath Management | 0.48% | Add +2.6% | 8,266 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -65.4% | 8,223 | $1.5M |
| Praxis Investment Management Inc. | 0.09% | No change | 8,184 | $1.5M |
| M&G PLC | 0.01% | Reduce -88.7% | 8,147 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | Reduce -2.4% | 8,126 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.5% | 8,099 | $1.4M |
| Brevan Howard Capital Management LP | 0.07% | Add +58.0% | 8,097 | $1.4M |
| Columbus Macro, LLC | 0.52% | Reduce -4.9% | 7,940 | $1.4M |
| Hennessy Advisors Inc. | 0.05% | No change | 8,000 | $1.4M |
| Advisory Services Network, LLC | 0.03% | No change | 9,143 | $1.4M |
| Cibc World Market Inc. | 0.00% | Add +4.2% | 7,767 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +3.6% | 7,761 | $1.4M |
| Connecticut Wealth Management, LLC | 0.07% | Add +65.0% | 7,687 | $1.4M |
| &partners | 0.03% | Add +167.4% | 7,583 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +82.7% | 7,467 | $1.3M |
| Moors & Cabot, Inc. | 0.07% | Reduce -0.6% | 7,429 | $1.3M |
| Blair William & Co. | 0.00% | Add +3.4% | 7,222 | $1.3M |
| JGP Wealth Management, LLC | 0.16% | Reduce -1.9% | 7,164 | $1.3M |
| Chartwell Investment Partners, LLC | 0.04% | Reduce -12.5% | 7,167 | $1.3M |
| Jacobi Capital Management LLC | 0.09% | Reduce -0.5% | 6,944 | $1.2M |
| Norinchukin Bank, The | 0.03% | Add +17.0% | 6,918 | $1.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +2.6% | 6,900 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +13.4% | 6,852 | $1.2M |
| Metis Global Partners, LLC | 0.04% | Add +4.3% | 6,822 | $1.2M |
| Arlington Trust Co LLC | 0.26% | No change | 6,750 | $1.2M |
| US Bancorp \de | 0.00% | Add +3.0% | 6,743 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 6,724 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 6,597 | $1.2M |
| USA Financial Formulas | 0.18% | New | 6,584 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -9.5% | 6,533 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | New | 6,444 | $1.1M |
| Ossiam | 0.02% | Reduce -31.4% | 6,434 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -15.7% | 6,344 | $1.1M |
| Resources Management Corp. /CT/ | 0.15% | No change | 6,164 | $1.1M |
| SouthState Bank Corp | 0.08% | Add +25.8% | 6,139 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.8% | 6,120 | $1.1M |
| Cwm, LLC | 0.00% | Add +9.1% | 6,107 | $1.1M |
| Meiji Yasuda Asset Management Co Ltd. | 0.04% | Reduce -57.4% | 6,034 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | New | 6,026 | $1.1M |
| Nottingham Advisors, Inc. | 0.12% | Add +0.0% | 5,921 | $1.1M |
| Mountain Pacific Investment Advisers LLC | 0.07% | Reduce -1.4% | 5,895 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +59.5% | 5,817 | $1.0M |
| Ostrum Asset Management | 0.09% | Add +55.6% | 5,816 | $1.0M |
| State of Wyoming | 0.15% | Add +27.2% | 5,801 | $1.0M |
| Sterling Investment Counsel, LLC | 0.37% | Reduce -22.6% | 5,799 | $1.0M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.0% | 7,492 | $1.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +4.5% | 5,746 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +5.3% | 5,740 | $1.0M |
| Frank, Rimerman Advisors LLC | 0.07% | Add +1.0% | 5,644 | $1.0M |
| Caxton Associates LP | 0.05% | New | 5,619 | $1.0M |
| Verition Fund Management LLC | 0.01% | Reduce -28.1% | 5,585 | $995K |
| Investment Management Corp of Ontario | 0.02% | Add +47.7% | 5,576 | $993K |
| Bluesphere Advisors LLC | 0.49% | No change | 5,557 | $990K |
| Norway Savings Bank | 0.53% | Reduce -12.1% | 5,482 | $976K |
| Burns J W & Co. Inc. | 0.13% | No change | 5,439 | $969K |
| Empirical Finance, LLC | 0.06% | Add +2.6% | 5,334 | $950K |
| Parisi Gray Wealth Management | 0.31% | No change | 5,324 | $948K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.3% | 5,293 | $943K |
| First Trust Direct Indexing L.P. | 0.05% | Add +28.5% | 5,205 | $927K |
| Cora Capital Advisors LLC | 0.45% | Reduce -0.0% | 5,126 | $913K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | Add +24.2% | 5,125 | $913K |
| Staley Capital Advisers Inc. | 0.04% | Reduce -0.3% | 5,100 | $908K |
| Kintra Wealth, LLC | 0.61% | Reduce -5.5% | 5,071 | $903K |
| Virtus Advisers, LLC | 0.42% | Reduce -11.5% | 5,062 | $902K |
| First Hawaiian Bank | 0.03% | Reduce -1.9% | 4,953 | $882K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | Reduce -8.1% | 4,944 | $881K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +4.3% | 4,916 | $876K |
| Philip James Wealth Mangement, LLC | 0.11% | New | 4,900 | $873K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +44.7% | 4,897 | $872K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -10.7% | 4,893 | $872K |
| Modern Wealth Management, LLC | 0.05% | Add +2.6% | 4,848 | $864K |
| NEOS Investment Management LLC | 0.03% | Add +20.2% | 4,837 | $862K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 4,766 | $849K |
| SpiderRock Advisors, LLC | 0.02% | Reduce -0.8% | 4,670 | $832K |
| Bangor Savings Bank | 0.08% | Reduce -2.1% | 4,666 | $831K |
| Hanson & Doremus Investment Management | 0.13% | Reduce -12.1% | 4,603 | $820K |
| Vontobel Holding Ltd. | 0.00% | Add +1.9% | 4,576 | $815K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.1% | 4,563 | $813K |
| RKL Wealth Management LLC | 0.07% | Add +0.2% | 4,550 | $810K |
| Procyon Advisors, LLC | 0.06% | Add +1.7% | 4,544 | $809K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.8% | 4,146 | $806K |
| Intrua Financial, LLC | 0.13% | Reduce -7.6% | 4,506 | $803K |
| Squarepoint Ops LLC | 0.00% | Reduce -0.5% | 4,497 | $801K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.9% | 4,391 | $782K |
| Lido Advisors, LLC | 0.01% | Add +11.3% | 4,304 | $767K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +7.0% | 4,279 | $762K |
| Baird Financial Group, Inc. | 0.00% | Reduce -37.7% | 4,264 | $760K |
| Choreo, LLC | 0.01% | Add +42.8% | 4,378 | $756K |
| Brookstone Capital Management | 0.01% | Reduce -6.2% | 4,239 | $755K |
| Pure Financial Advisors, LLC | 0.02% | Add +0.2% | 4,217 | $751K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +15.6% | 4,171 | $743K |
| Qtron Investments LLC | 0.10% | No change | 4,146 | $738K |
| West Branch Capital LLC | 0.26% | Add +0.1% | 4,142 | $738K |
| Financial Management Network Inc. | 0.15% | Reduce -3.1% | 4,117 | $736K |
| Means Investment Co., Inc. | 0.08% | Reduce -1.5% | 4,122 | $734K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +1.2% | 4,110 | $732K |
| Wedmont Private Capital | 0.04% | Add +9.3% | 4,116 | $732K |
| Haverford Trust Co | 0.01% | Reduce -0.2% | 4,089 | $728K |
| Bayesian Capital Management, LP | 0.08% | New | 4,050 | $721K |
| Glenview Trust Co | 0.01% | Reduce -8.5% | 4,050 | $721K |
| VAUGHAN & Co SECURITIES, INC. | 0.42% | Reduce -1.9% | 4,037 | $719K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.2% | 4,033 | $718K |
| DF Dent & Co. Inc. | 0.01% | No change | 4,027 | $717K |
| Applied Finance Capital Management, LLC | 0.03% | Reduce -11.4% | 4,018 | $716K |
| XML Financial, LLC | 0.06% | Add +0.4% | 3,912 | $697K |
| Profund Advisors LLC | 0.03% | Add +20.2% | 3,908 | $696K |
| Kintegral Advisory, LLC | 0.06% | Reduce -1.3% | 3,887 | $692K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +0.0% | 3,805 | $677K |
| Focus Partners Wealth | 0.00% | New | 3,781 | $674K |
| Emergent Wealth Advisors, LLC | 0.50% | Add +0.4% | 3,776 | $673K |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.0% | 3,762 | $670K |
| Coldstream Capital Management Inc. | 0.01% | Add +10.1% | 3,690 | $669K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -2.6% | 3,737 | $666K |
| GTS Securities LLC | 0.01% | Add +42.4% | 3,733 | $665K |
| Ritholtz Wealth Management | 0.02% | Add +117.7% | 3,697 | $659K |
| JARISLOWSKY, FRASER Ltd | 0.00% | Reduce -4.2% | 3,655 | $651K |
| WNY Asset Management, LLC | 0.08% | Reduce -5.2% | 3,632 | $647K |
| Lodestone Wealth Management LLC | 0.32% | Add +0.2% | 3,620 | $645K |
| Estabrook Capital Management | 0.09% | Reduce -2.7% | 3,560 | $634K |
| Visionary Horizons, LLC | 0.42% | Add +7.2% | 3,533 | $629K |
| Hedeker Wealth, LLC | 0.17% | Add +1.6% | 3,519 | $627K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.8% | 3,484 | $621K |
| Jackson Square Capital, LLC | 0.15% | New | 3,483 | $620K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +7.8% | 3,465 | $618K |
| Code Waechter LLC | 0.59% | — | 3,458 | $616K |
| Parallel Advisors, LLC | 0.01% | Reduce -19.6% | 3,452 | $615K |
| Fulton Bank, N.A. | 0.02% | Reduce -7.8% | 3,442 | $613K |
| Aviance Capital Partners, LLC | 0.08% | No change | 3,418 | $609K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +9.8% | 3,416 | $607K |
| IHT Wealth Management, LLC | 0.02% | Add +82.3% | 3,447 | $606K |
| Bleakley Financial Group, LLC | 0.02% | Add +9.8% | 3,401 | $606K |
| Vestcor Inc | 0.02% | No change | 3,398 | $605K |
| Evergreen Capital Management LLC | 0.02% | Add +1.2% | 3,395 | $605K |
| GAMMA Investing LLC | 0.06% | Add +29.4% | 3,378 | $602K |
| Buffington Mohr McNeal | 0.10% | No change | 3,350 | $597K |
| Hamilton Capital Partners Inc. | 0.05% | Reduce -12.1% | 3,280 | $584K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -14.8% | 3,240 | $577K |
| First Horizon Advisors, Inc. | 0.02% | Add +0.4% | 3,216 | $573K |
| StoneX Group Inc. | 0.04% | Add +28.6% | 3,212 | $572K |
| Fiduciary Trust Co | 0.01% | Add +20.9% | 3,207 | $571K |
| Ramiah Investment Group | 0.54% | Reduce -37.0% | 3,195 | $569K |
| Western Wealth Management, LLC | 0.03% | No change | 3,169 | $564K |
| Bryant Woods Investment Advisors, LLC | 0.29% | Reduce -47.1% | 3,160 | $563K |
| Smartleaf Asset Management LLC | 0.07% | Add +21.0% | 3,156 | $554K |
| John G Ullman & Associates Inc. | 0.08% | New | 3,106 | $553K |
| Crestwood Advisors Group, LLC | 0.01% | Add +1.9% | 3,103 | $553K |
| Raymond James Trust N.A. | 0.01% | Add +27.2% | 3,065 | $546K |
| Cutler Capital Management, LLC | 0.24% | No change | 3,034 | $540K |
| Meeder Advisory Services, Inc. | 0.04% | Add +13.1% | 3,032 | $540K |
| Lake Street Advisors Group, LLC | 0.02% | Add +1.2% | 3,020 | $538K |
| Hunter Perkins Capital Management, LLC | 0.11% | No change | 2,990 | $533K |
| AlphaQuest LLC | 0.05% | Reduce -8.8% | 2,986 | $532K |
| Legacy Wealth Asset Management, LLC | 0.14% | Reduce -0.6% | 2,979 | $531K |
| Whittier Trust Co. | 0.01% | Reduce -1.7% | 2,978 | $530K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -15.1% | 2,997 | $530K |
| National Wealth Management Group, LLC | 0.36% | New | 2,970 | $529K |
| Sigma Planning Corp | 0.02% | Reduce -1.6% | 2,934 | $523K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -12.3% | 2,976 | $522K |
| DAVENPORT & Co LLC | 0.00% | Reduce -4.8% | 2,909 | $518K |
| Strategic Wealth Partners, Ltd. | 0.05% | Reduce -3.3% | 2,902 | $517K |
| CSS LLC | 0.09% | New | 2,860 | $509K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.9% | 2,858 | $509K |
| Court Place Advisors, LLC | 0.15% | Reduce -2.1% | 2,854 | $508K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +4.8% | 2,851 | $508K |
| Clearstead Advisors, LLC | 0.01% | Add +0.8% | 2,834 | $505K |
| Armstrong, Fleming & Moore, Inc | 0.29% | No change | 2,831 | $504K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +0.0% | 2,826 | $503K |
| Montag A & Associates Inc. | 0.02% | Reduce -8.0% | 2,818 | $502K |
| Brown Brothers Harriman & Co. | 0.00% | Add +4.8% | 2,814 | $501K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 2,811 | $501K |
| Wedbush Securities Inc. | 0.02% | Add +16.1% | 2,808 | $500K |
| Howe & Rusling Inc. | 0.04% | No change | 2,788 | $497K |
| Carnegie Investment Counsel | 0.01% | Add +1.8% | 2,780 | $495K |
| DoubleLine ETF Adviser LP | 0.12% | Reduce -5.1% | 2,775 | $494K |
| Catalina Capital Group, LLC | 0.17% | Reduce -3.7% | 2,768 | $493K |
| Empowered Funds, LLC | 0.01% | Add +9.7% | 2,767 | $493K |
| River Wealth Advisors LLC | 0.07% | Reduce -3.1% | 2,755 | $491K |
| US Asset Management LLC | 0.43% | Reduce -1.3% | 2,277 | $483K |
| O'Neil Global Advisors, Inc. | 0.12% | New | 2,712 | $483K |
| Independent Financial Group, LLC | 0.02% | Reduce -15.7% | 2,693 | $480K |
| JB Capital LLC | 0.03% | Add +0.9% | 2,692 | $479K |
| Apollon Wealth Management, LLC | 0.01% | Add +21.1% | 2,678 | $477K |
| Quadcap Wealth Management, LLC | 0.07% | Add +0.1% | 2,678 | $477K |
| Principle Wealth Partners LLC | 0.03% | No change | 2,661 | $474K |
| Resurgent Financial Advisors LLC | 0.28% | Add +16.4% | 2,656 | $473K |
| Farther Finance Advisors, LLC | 0.02% | Add +23.7% | 2,653 | $473K |
| PFG Investments, LLC | 0.03% | Add +1.5% | 2,651 | $472K |
| Ransom Advisory, Ltd | 0.22% | Reduce -5.8% | 2,613 | $465K |
| Westover Capital Advisors, LLC | 0.09% | No change | 2,606 | $464K |
| Legacy Financial Advisors, Inc. | 0.08% | Add +4.0% | 2,602 | $463K |
| Mather Group, Llc. | 0.01% | Add +5.0% | 2,599 | $463K |
| L.M. Kohn & Company | 0.12% | Reduce -6.0% | 2,590 | $461K |
| Carret Asset Management, LLC | 0.05% | No change | 2,536 | $452K |
| Graham Capital Management, L.P. | 0.02% | New | 2,532 | $451K |
| Moneco Advisors, LLC | 0.06% | Reduce -0.6% | 2,514 | $448K |
| HB Wealth Management, LLC | 0.00% | Add +12.6% | 2,502 | $446K |
| CFS Investment Advisory Services, LLC | 0.04% | Add +0.7% | 2,491 | $444K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -21.9% | 2,490 | $444K |
| Empirical Asset Management, LLC | 0.16% | Reduce -55.1% | 2,481 | $442K |
| King Wealth Management Group | 0.07% | No change | 2,461 | $438K |
| First Manhattan Co. Llc. | 0.00% | Reduce -6.6% | 2,438 | $434K |
| Forte Capital LLC | 0.05% | Add +10.6% | 2,435 | $434K |
| Argonautica Private Wealth Management, Inc. | 0.14% | No change | 2,430 | $433K |
| V-Square Quantitative Management LLC | 0.06% | Reduce -2.0% | 2,428 | $432K |
| Greenleaf Trust | 0.00% | Add +1.2% | 2,410 | $429K |
| Mgo One Seven LLC | 0.02% | Add +0.4% | 2,406 | $429K |
| Plancorp, LLC | 0.02% | Add +0.5% | 2,389 | $426K |
| Vident Advisory, LLC | 0.01% | Add +8.6% | 2,388 | $425K |
| Gotham Asset Management | 0.00% | Add +10.1% | 2,380 | $424K |
| FIL Ltd | 0.00% | New | 2,377 | $423K |
| Canandaigua National Bank & Trust Co. | 0.04% | Add +0.0% | 2,372 | $423K |
| Bar Harbor Wealth Management | 0.03% | No change | 2,345 | $418K |
| Connors Investor Services Inc. | 0.04% | No change | 2,304 | $410K |
| Capital Market Strategies LLC | 0.25% | Reduce -30.3% | 2,300 | $410K |
| Horizon Investments, LLC | 0.01% | Reduce -26.4% | 2,286 | $407K |
| Altfest L J & Co. Inc. | 0.05% | Reduce -1.3% | 2,284 | $407K |
| Focused Wealth Management, Inc | 0.05% | Reduce -0.4% | 2,271 | $405K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 2,263 | $403K |
| Burney Co./ | 0.01% | No change | 2,244 | $400K |
| Sandhill Capital Partners LLC | 0.03% | Add +2.9% | 2,229 | $397K |
| Magnolia Capital Management Ltd. | 0.32% | No change | 2,230 | $397K |
| Lewis Asset Management, LLC | 0.29% | Reduce -4.0% | 2,224 | $396K |
| Excalibur Management Corp. | 0.15% | Reduce -2.1% | 2,187 | $390K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -11.4% | 2,178 | $388K |
| SevenBridge Financial Group, LLC | 0.07% | No change | 1,804 | $387K |
| Foundations Investment Advisors, LLC | 0.01% | Add +14.8% | 2,167 | $386K |
| Meitav Investment House Ltd. | 0.01% | Add +3.1% | 2,270 | $386K |
| Eastern Bank | 0.01% | New | 2,139 | $381K |
| Independent Solutions Wealth Management, LLC | 0.09% | No change | 2,135 | $380K |
| Community Bank, N.A. | 0.05% | No change | 2,135 | $380K |
| Princeton Global Asset Management LLC | 0.07% | Reduce -1.4% | 2,124 | $378K |
| Blue Trust, Inc. | 0.00% | Add +79.1% | 2,491 | $377K |
| Resonant Capital Advisors, LLC | 0.03% | Add +28.6% | 2,110 | $376K |
| Ingalls & Snyder LLC | 0.01% | No change | 2,103 | $375K |
| Alps Advisors Inc. | 0.00% | Reduce -13.6% | 2,090 | $372K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.0% | 2,085 | $371K |
| Cobblestone Capital Advisors LLC | 0.02% | Add +0.1% | 2,082 | $371K |
| Aptus Capital Advisors, LLC | 0.01% | Add +5.8% | 2,072 | $369K |
| MBB Public Markets I LLC | 0.03% | Reduce -81.4% | 2,070 | $369K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | No change | 2,069 | $369K |
| Ariel Investments | 0.00% | Reduce -22.1% | 2,068 | $368K |
| Prentice Wealth Management LLC | 0.11% | No change | 2,045 | $364K |
| Welch & Forbes LLC | 0.00% | No change | 2,044 | $364K |
| Trust Asset Management LLC | 0.03% | No change | 2,037 | $363K |
| Mma Asset Management LLC | 0.10% | New | 2,036 | $363K |
| Radnor Capital Management, LLC | 0.05% | New | 1,998 | $356K |
| WealthCare Investment Partners, LLC | 0.15% | Reduce -21.3% | 1,983 | $353K |
| Financial Counselors Inc. | 0.01% | Reduce -10.2% | 1,979 | $352K |
| QRG Capital Management, Inc. | 0.00% | Add +12.7% | 1,973 | $351K |
| Fiducient Advisors LLC | 0.04% | Reduce -9.2% | 1,970 | $351K |
| Strait & Sound Wealth Management LLC | 0.17% | Reduce -34.4% | 1,935 | $345K |
| Sandy Spring Bank | 0.01% | Add +56.5% | 1,933 | $344K |
| AIA Group Ltd | 0.01% | No change | 1,926 | $343K |
| Seneca House Advisors | 0.14% | New | 1,924 | $343K |
| Chicago Capital, LLC | 0.01% | No change | 1,923 | $343K |
| Signaturefd, LLC | 0.01% | Add +7.5% | 1,895 | $338K |
| Citizens Financial Group Inc. | 0.01% | Add +28.5% | 1,894 | $337K |
| Prudential PLC | 0.00% | Reduce -47.3% | 1,889 | $336K |
| Lanark Financial, Inc. | 0.03% | Reduce -6.2% | 1,888 | $336K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 1,875 | $334K |
| Sapient Capital LLC | 0.01% | No change | 1,870 | $333K |
| Wellington Shields & Co., LLC | 0.10% | Add +8.4% | 1,868 | $333K |
| Eagle Bay Advisors LLC | 0.13% | Reduce -0.1% | 1,866 | $332K |
| Community Financial Services Group, LLC | 0.07% | No change | 1,865 | $332K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 1,862 | $332K |
| Paragon Capital Management Ltd | 0.07% | Add +0.8% | 1,856 | $331K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 1,851 | $330K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.3% | 1,849 | $329K |
| Wolverine Trading, LLC | 0.01% | New | 1,865 | $327K |
| Premier Path Wealth Partners, LLC | 0.05% | Add +4.6% | 1,826 | $325K |
| Swiss Life Asset Management Ltd | 0.00% | New | 1,810 | $322K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -35.6% | 1,796 | $320K |
| Siemens Fonds Invest GmbH | 0.03% | No change | 1,790 | $319K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.1% | 1,787 | $318K |
| Kingsview Wealth Management, LLC | 0.01% | Add +6.6% | 1,785 | $318K |
| Level Financial Advisors | 0.12% | Add +1.3% | 1,774 | $316K |
| Van Eck Associates Corp. | 0.00% | Reduce -90.7% | 1,627 | $315K |
| AE Wealth Management LLC | 0.00% | Reduce -19.3% | 1,741 | $310K |
| Kathmere Capital Management, LLC | 0.03% | Add +26.0% | 1,739 | $310K |
| Ballentine Partners, LLC | 0.01% | Add +6.4% | 1,732 | $309K |
| Alpine Woods Capital Investors, LLC | 0.05% | Reduce -3.0% | 1,430 | $307K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -12.1% | 1,720 | $306K |
| Cigna Investments Inc. | 0.05% | Reduce -1.6% | 1,707 | $305K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.8% | 1,692 | $301K |
| Capula Management Ltd | 0.00% | New | 1,685 | $300K |
| Baron Wealth Management LLC | 0.14% | Reduce -9.3% | 1,674 | $298K |
| AXA S.A. | 0.00% | Reduce -4.2% | 1,674 | $298K |
| Addison Advisors LLC | 0.08% | No change | 1,661 | $296K |
| Vise Technologies, Inc. | 0.04% | New | 1,661 | $296K |
| WealthTrust Axiom LLC | 0.09% | New | 1,657 | $295K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -7.0% | 1,654 | $295K |
| Novak & Powell Financial Services, Inc. | 0.17% | Add +0.6% | 1,642 | $292K |
| Ashton Thomas Private Wealth, LLC | 0.02% | No change | 1,636 | $291K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,632 | $291K |
| Collective Family Office LLC | 0.08% | No change | 1,625 | $289K |
| BLB&B Advisors, LLC | 0.01% | No change | 1,625 | $289K |
| Breakwater Capital Group | 0.06% | Add +0.4% | 1,604 | $286K |
| Fortitude Advisory Group L.L.C. | 0.18% | Reduce -3.5% | 1,603 | $286K |
| Clearview Wealth Advisors LLC | 0.22% | Reduce -3.3% | 1,600 | $285K |
| Independent Advisor Alliance | 0.01% | Reduce -8.2% | 1,599 | $285K |
| Keybank National Association | 0.00% | Reduce -8.0% | 1,587 | $283K |
| Tompkins Financial Corp. | 0.03% | Add +8.6% | 1,586 | $282K |
| Brown Capital Management LLC | 0.01% | No change | 1,583 | $282K |
| Global Retirement Partners, LLC | 0.01% | Reduce -4.2% | 1,580 | $282K |
| Beacon Financial Group | 0.03% | Reduce -9.9% | 1,574 | $280K |
| Westpac Banking Corp. | 0.02% | Add +144.7% | 1,571 | $280K |
| Empower Advisory Group, LLC | 0.00% | Add +0.3% | 1,558 | $278K |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.0% | 1,556 | $277K |
| Wealth Alliance Advisory Group, LLC | 0.06% | New | 1,554 | $277K |
| Legacy Advisors, LLC | 0.03% | Reduce -0.6% | 1,551 | $276K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +6.5% | 1,548 | $276K |
| Sunbelt Securities, Inc. | 0.03% | No change | 1,543 | $275K |
| Silverlake Wealth Management LLC | 0.11% | Reduce -1.4% | 1,541 | $274K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -3.6% | 1,541 | $274K |
| Wealth Alliance, LLC | 0.03% | Reduce -7.2% | 1,533 | $273K |
| Smallwood Wealth Investment Management, LLC | 0.19% | Reduce -82.7% | 1,523 | $271K |
| Argent Trust Co | 0.01% | Add +0.7% | 1,517 | $270K |
| Columbia Bank | 0.10% | Add +3.4% | 1,510 | $269K |
| First National Bank of Omaha | 0.02% | No change | 1,510 | $269K |
| Deltec Asset Management LLC | 0.05% | No change | 1,500 | $267K |
| Central Pacific Bank - Trust Division | 0.04% | No change | 1,500 | $267K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -6.5% | 1,491 | $266K |
| High Falls Advisors, Inc | 0.06% | Add +0.8% | 1,486 | $265K |
| Dark Forest Capital Management LP | 0.03% | New | 1,485 | $265K |
| Checchi Capital Advisers, LLC | 0.02% | Add +2.4% | 1,472 | $262K |
| Crestline Management, L.P. | 0.01% | New | 1,460 | $260K |
| LVW Advisors, LLC | 0.03% | New | 1,457 | $260K |
| Smith, Moore & Co. | 0.02% | No change | 1,444 | $257K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.8% | 1,442 | $257K |
| WBH Advisory Inc. | 0.02% | Reduce -5.4% | 1,434 | $255K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.2% | 1,428 | $254K |
| Burns Matteson Capital Management, LLC | 0.14% | No change | 1,424 | $254K |
| Old North State Trust, LLC | 0.21% | No change | 1,418 | $253K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -34.2% | 1,415 | $252K |
| Avestar Capital, LLC | 0.03% | Add +5.8% | 1,414 | $252K |
| Compound Planning, Inc. | 0.02% | New | 1,414 | $252K |
| MQS Management LLC | 0.14% | New | 1,409 | $251K |
| Farrell Financial LLC | 0.18% | Reduce -16.6% | 1,192 | $250K |
| Marcum Wealth, LLC | 0.02% | Add +0.5% | 1,396 | $249K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -4.5% | 1,394 | $248K |
| Gitterman Wealth Management, LLC | 0.10% | Add +1.6% | 1,392 | $248K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +0.5% | 1,392 | $248K |
| Shufro Rose & Co. LLC | 0.02% | No change | 1,635 | $247K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -0.8% | 1,387 | $247K |
| MAI Capital Management | 0.00% | Reduce -34.0% | 1,386 | $247K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.1% | 1,367 | $243K |
| Latitude Advisors, LLC | 0.14% | Reduce -1.3% | 1,359 | $242K |
| Traphagen Investment Advisors LLC | 0.02% | Reduce -15.9% | 1,357 | $242K |
| CX Institutional | 0.01% | New | 1,355 | $241K |
| Sageworth Trust Co | 0.01% | No change | 1,350 | $240K |
| Investment House LLC | 0.01% | No change | 1,350 | $240K |
| Salvus Wealth Management, LLC | 0.14% | New | 1,322 | $235K |
| Jones Financial Companies LLLP | 0.00% | Add +221.1% | 1,339 | $235K |
| Graypoint LLC | 0.02% | New | 1,318 | $235K |
| Carnegie Lake Advisors LLC | 0.09% | — | 1,313 | $234K |
| City Center Advisors, LLC | 0.26% | New | 1,311 | $234K |
| Successful Portfolios LLC | 0.16% | Reduce -1.1% | 1,309 | $233K |
| Abn Amro Investment Solutions | 0.00% | New | 1,309 | $233K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -2.5% | 1,308 | $233K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -7.1% | 1,305 | $232K |
| Merit Financial Group, LLC | 0.01% | Reduce -11.8% | 1,294 | $230K |
| Townsquare Capital LLC | 0.00% | New | 1,292 | $230K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | New | 1,282 | $228K |
| Alliance Wealth Advisors, LLC | 0.13% | New | 1,281 | $228K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 1,272 | $227K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,155 | $225K |
| Allworth Financial LP | 0.00% | Add +7.3% | 1,260 | $224K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 1,259 | $224K |
| Quotient Wealth Partners, LLC | 0.01% | New | 1,255 | $224K |
| Hudson Portfolio Management LLC | 0.22% | — | 1,254 | $223K |
| HBW Advisory Services LLC | 0.03% | New | 1,254 | $223K |
| Regent Peak Wealth Advisors LLC | 0.05% | New | 1,241 | $221K |
| Old National Bancorp | 0.01% | Reduce -33.4% | 1,240 | $221K |
| Lokken Investment Group LLC | 0.09% | New | 1,236 | $220K |
| Atlantic Union Bankshares Corp | 0.01% | New | 1,230 | $219K |
| Enterprise Bank & Trust Co | 0.07% | New | 1,226 | $218K |
| GC Wealth Management RIA, LLC | 0.04% | New | 1,215 | $216K |
| Stephens Inc. | 0.00% | Reduce -14.2% | 1,212 | $216K |
| Applied Capital LLC | 0.17% | New | 1,200 | $214K |
| Ascent Wealth Partners, LLC | 0.03% | New | 1,197 | $213K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.08% | No change | 1,196 | $213K |
| TrueWealth Advisors, LLC | 0.07% | New | 1,180 | $210K |
| Heartwood Wealth Advisors LLC | 0.02% | New | 1,180 | $210K |
| Dopkins Wealth Management, LLC | 0.17% | Reduce -55.2% | 1,164 | $207K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -24.4% | 1,157 | $206K |
| Hartford Financial Management Inc. | 0.04% | No change | 1,150 | $205K |
| Cidel Asset Management Inc. | 0.01% | Reduce -13.6% | 1,147 | $204K |
| NorthRock Partners, LLC | 0.01% | New | 1,137 | $203K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 1,134 | $202K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.7% | 1,105 | $197K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -20.0% | 1,090 | $194K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.8% | 1,026 | $183K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +384.6% | 1,008 | $180K |
| Walleye Capital LLC | 0.00% | Reduce -75.3% | 1,005 | $179K |
| Silver Oak Securities, Incorporated | 0.02% | New | 978 | $172K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -79.4% | 946 | $169K |
| Planning Capital Management Corp | 0.11% | Reduce -0.5% | 922 | $164K |
| Quadrant Capital Group LLC | 0.01% | No change | 918 | $164K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +195.5% | 916 | $163K |
| Caldwell Trust Co | 0.02% | No change | 840 | $150K |
| CI Investments Inc. | 0.00% | Reduce -6.9% | 801 | $143K |
| Penserra Capital Management LLC | 0.00% | Add +1.1% | 794 | $140K |
| Lummis Asset Management, LP | 0.16% | New | 780 | $139K |
| HM Payson & Co. | 0.00% | Add +3.0% | 753 | $134K |
| Emerald Mutual Fund Advisers Trust | 0.01% | No change | 727 | $129K |
| Harvest Fund Management Co., Ltd | 0.01% | No change | 723 | $129K |
| NBT Bank, N.A. | 0.01% | Add +299.4% | 667 | $119K |
| Compass Wealth Management LLC | 0.03% | No change | 666 | $119K |
| Larson Financial Group LLC | 0.01% | Reduce -43.2% | 658 | $117K |
| Shell Asset Management Co. | 0.00% | — | 624 | $111K |
| International Assets Investment Management, LLC | 0.01% | Add +0.3% | 618 | $110K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.2% | 610 | $109K |
| UMB Bank, n.a. | 0.00% | Add +25.1% | 589 | $105K |
| CoreCap Advisors, LLC | 0.00% | Add +197.8% | 548 | $98K |
| Lindbrook Capital, LLC | 0.01% | Reduce -3.6% | 541 | $96K |
| Hemington Wealth Management | 0.02% | New | 469 | $91K |
| Brooklyn Investment Group | 0.03% | New | 510 | $91K |
| Tobam | 0.02% | No change | 508 | $90K |
| Alta Advisers Ltd | 0.04% | No change | 500 | $89K |
| Mechanics Financial Corp | 0.04% | No change | 500 | $89K |
| Monetary Management Group Inc. | 0.02% | No change | 500 | $89K |
| Venturi Wealth Management, LLC | 0.00% | Add +68.3% | 488 | $87K |
| Private Trust Co. NA | 0.01% | Reduce -30.6% | 474 | $84K |
| Bank & Trust Co | 0.07% | No change | 462 | $82K |
| Versant Capital Management, Inc | 0.02% | Add +0.7% | 447 | $80K |
| Cromwell Holdings LLC | 0.05% | No change | 443 | $79K |
| IFP Advisors, Inc | 0.00% | Reduce -84.9% | 438 | $78K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | Add +0.7% | 423 | $75K |
| Zions Bancorporation, N.A. | 0.01% | Reduce -9.3% | 408 | $73K |
| Riggs Asset Managment Co. Inc. | 0.02% | No change | 404 | $72K |
| 1620 Investment Advisors, Inc. | 0.05% | Reduce -50.0% | 400 | $71K |
| Exchange Traded Concepts, LLC | 0.00% | New | 399 | $71K |
| Quent Capital, LLC | 0.01% | Add +75.7% | 397 | $71K |
| Arax Advisory Partners | 0.01% | Add +9.1% | 395 | $70K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Reduce -6.3% | 390 | $70K |
| Concord Wealth Partners | 0.01% | Reduce -3.8% | 381 | $68K |
| Annapolis Financial Services, LLC | 0.02% | Add +150.7% | 376 | $67K |
| Catalyst Capital Advisors LLC | 0.00% | New | 374 | $67K |
| Planned Solutions, Inc. | 0.03% | New | 370 | $66K |
| Stone House Investment Management, LLC | 0.01% | No change | 367 | $65K |
| Deseret Mutual Benefit Administrators | 0.03% | No change | 365 | $65K |
| Ogorek Anthony Joseph /NY/ | 0.02% | Add +0.8% | 361 | $64K |
| Avior Wealth Management, LLC | 0.00% | Reduce -0.3% | 349 | $62K |
| Covestor Ltd | 0.04% | Reduce -11.2% | 350 | $62K |
| Webster Bank, N. A. | 0.01% | No change | 347 | $62K |
| First Command Advisory Services, Inc. | 0.00% | No change | 345 | $61K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.6% | 336 | $60K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 334 | $59K |
| nVerses Capital, LLC | 0.02% | New | 300 | $53K |
| Park Place Capital Corp | 0.02% | Add +3.5% | 297 | $53K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -0.7% | 297 | $53K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Reduce -8.2% | 293 | $52K |
| Smithfield Trust Co | 0.00% | No change | 292 | $52K |
| Principal Securities, Inc. | 0.00% | Add +28.1% | 278 | $50K |
| Investors Research Corp | 0.01% | No change | 277 | $49K |
| LGT Financial Advisors LLC | 0.12% | Reduce -44.4% | 270 | $48K |
| Raleigh Capital Management Inc. | 0.02% | Add +3.1% | 266 | $47K |
| Silvant Capital Management LLC | 0.00% | No change | 264 | $47K |
| CVA Family Office, LLC | 0.01% | Add +2.9% | 250 | $45K |
| Towne Trust Company, N.A | 0.02% | No change | 250 | $45K |
| Earned Wealth Advisors, LLC | 0.01% | New | 247 | $44K |
| Mascoma Wealth Management LLC | 0.01% | Add +15.2% | 242 | $43K |
| Oakworth Capital, Inc. | 0.00% | Add +3.5% | 240 | $43K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.6% | 240 | $43K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +329.2% | 206 | $37K |
| SRH Advisors, LLC | 0.01% | No change | 200 | $36K |
| Hexagon Capital Partners LLC | 0.01% | Add +54.4% | 193 | $34K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 182 | $32K |
| Ashton Thomas Securities, LLC | 0.01% | New | 180 | $32K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 180 | $32K |
| Asset Dedication, LLC | 0.00% | Reduce -0.6% | 177 | $32K |
| TFC Financial Management, Inc. | 0.00% | Add +0.6% | 168 | $30K |
| Plato Investment Management Ltd | 0.00% | Add +2300.0% | 168 | $30K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -95.1% | 163 | $29K |
| MV Capital Management, Inc. | 0.00% | Add +25.8% | 156 | $28K |
| Fortitude Family Office, LLC | 0.01% | Add +0.7% | 152 | $27K |
| Beach Investment Counsel Inc. | 0.00% | No change | 152 | $27K |
| Key Financial Inc | 0.01% | Add +3.7% | 141 | $25K |
| Citizens National Bank Trust Department | 0.01% | No change | 140 | $25K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.5% | 133 | $24K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 132 | $24K |
| Fourpath Capital Management, LLC | 0.00% | New | 129 | $23K |
| Motco | 0.00% | No change | 128 | $23K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 120 | $21K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 117 | $21K |
| Riverview Trust Co | 0.02% | No change | 116 | $21K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 111 | $20K |
| CNB Bank | 0.01% | No change | 110 | $20K |
| CGC Financial Services, LLC | 0.01% | New | 110 | $20K |
| Wolff Wiese Magana LLC | 0.01% | No change | 107 | $19K |
| Private Wealth Management Group, LLC | 0.01% | Add +0.9% | 106 | $19K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 96 | $17K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 93 | $17K |
| WASHINGTON TRUST Co | 0.00% | Reduce -51.1% | 92 | $16K |
| Grove Bank & Trust | 0.00% | Add +35.8% | 91 | $16K |
| Piscataqua Savings Bank | 0.01% | No change | 91 | $16K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -33.1% | 91 | $16K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 107 | $16K |
| MCF Advisors LLC | 0.00% | Add +14.7% | 86 | $15K |
| True Wealth Design, LLC | 0.01% | New | 79 | $14K |
| Delta Asset Management LLC | 0.00% | No change | 79 | $14K |
| Salomon & Ludwin, LLC | 0.00% | Add +47.2% | 78 | $14K |
| McIlrath & Eck, LLC | 0.00% | Add +1014.3% | 78 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 73 | $13K |
| Rothschild Investment LLC | 0.00% | Add +14.5% | 71 | $13K |
| Headlands Technologies LLC | 0.00% | New | 68 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 70 | $12K |
| GW&K Investment Management, LLC | 0.00% | Add +4.5% | 69 | $12K |
| Costello Asset Management, INC | 0.01% | Add +9.1% | 60 | $11K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +96.7% | 59 | $11K |
| Clearstead Trust, LLC | 0.00% | No change | 59 | $11K |
| HighMark Wealth Management LLC | 0.01% | Reduce -14.9% | 57 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -41.0% | 56 | $10K |
| DT Investment Partners, LLC | 0.00% | No change | 55 | $10K |
| PFS Partners, LLC | 0.01% | No change | 53 | $9K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 52 | $9K |
| Red Tortoise LLC | 0.00% | No change | 52 | $9K |
| Tucker Asset Management LLC | 0.00% | Reduce -25.0% | 51 | $9K |
| Tsfg, LLC | 0.00% | No change | 51 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 47 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -11.5% | 46 | $8K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 46 | $8K |
| AllSquare Wealth Management LLC | 0.00% | No change | 46 | $8K |
| AdvisorNet Financial, Inc | 0.00% | Add +16.7% | 42 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | New | 41 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 41 | $7K |
| WR Wealth Planners, LLC | 0.00% | No change | 40 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 43 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -63.7% | 37 | $7K |
| First Pacific Financial | 0.00% | Add +12.1% | 37 | $7K |
| Reston Wealth Management LLC | 0.00% | New | 37 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 36 | $6K |
| Centennial Bank | 0.00% | No change | 35 | $6K |
| FSA Wealth Management LLC | 0.00% | — | 35 | $6K |
| Manchester Capital Management LLC | 0.00% | Add +61.9% | 34 | $6K |
| Avion Wealth | 0.00% | No change | 34 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -99.4% | 29 | $6K |
| Hollencrest Capital Management | 0.00% | New | 29 | $5K |
| Continuum Advisory, LLC | 0.00% | Reduce -4.0% | 24 | $5K |
| Ridgewood Investments LLC | 0.00% | No change | 24 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +14.3% | 24 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 23 | $4K |
| Heritage Wealth Advisors | 0.00% | New | 23 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +53.9% | 20 | $4K |
| Abound Wealth Management | 0.00% | No change | 21 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 21 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -27.6% | 21 | $4K |
| Highline Wealth Partners LLC | 0.00% | Add +17.6% | 20 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 20 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 19 | $3K |
| Dunhill Financial, LLC | 0.00% | No change | 15 | $3K |
| Abich Financial Wealth Management LLC | 0.01% | Reduce -98.6% | 14 | $2K |
| Beacon Capital Management, LLC | 0.00% | New | 14 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -51.7% | 14 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 12 | $2K |
| Salem Investment Counselors Inc. | 0.00% | New | 12 | $2K |
| Northwest Capital Management Inc | 0.00% | No change | 12 | $2K |
| Sachetta, LLC | 0.00% | No change | 11 | $2K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 11 | $2K |
| Chilton Capital Management LLC | 0.00% | New | 10 | $2K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 8 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 7 | $1K |
| Nvwm, LLC | 0.00% | No change | 6 | $1K |
| Leonteq Securities AG | 0.00% | Reduce -45.5% | 6 | $1K |
| CENTRAL TRUST Co | 0.00% | New | 6 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 6 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 7 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +150.0% | 5 | $979 |
| Caitlin John, LLC | 0.00% | No change | 4 | $917 |
| JDM Financial Group LLC | 0.00% | New | 5 | $891 |
| Global Financial Private Client, LLC | 0.00% | No change | 5 | $891 |
| M&R Capital Management Inc. | 0.00% | No change | 5 | $891 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 5 | $890 |
| Ascentis Independent Advisors | 0.00% | New | 5 | $890 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 4 | $712 |
| Creative Financial Designs Inc. | 0.00% | No change | 3 | $543 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $357 |
| Atwood & Palmer Inc. | 0.00% | New | 2 | $357 |
| Bokf, NA | 0.00% | Reduce -90.9% | 2 | $345 |
| Valued Wealth Advisors LLC | 0.00% | No change | 1 | $179 |
| Aspect Partners, LLC | 0.00% | No change | 1 | $178 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $178 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $178 |
| Ancora Advisors LLC | 0.00% | New | 1 | $178 |
| Y.D. More Investments Ltd | 0.00% | Add +5.7% | 93 | $45 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 2 | $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.