M & T BankMTB

13F holders, Q1 2025 (March 31)
1,039holders −7
87new positions
98sold out
13famous investors
$178.63avg. 13F price*

At the end of Q1 2025, 1,039 institutions reported holding M & T Bank Corp. (MTB) in their 13F filings, down 7 from Q4 2024. 87 opened new positions and 98 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($2.4B) and FMR LLC ($2.1B). 13 famous investors held it, including Francois Rochon (2.4% of Giverny Capital's portfolio), Andreas Halvorsen (0.4% of Viking Global Investors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
M & T Bank Corp.
Filed as
M & T BK CORP (Q1 2025)
Sector
Finance
CUSIP
55261F104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions87$289.6M
Exits98$226.7M

All 13F filers, Q4 2024 → Q1 2025: 9,752,015 shares bought and 13,131,084 shares sold, net −3,379,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,039 holders

Vanguard Group Inc. 0.06% Reduce -0.1% 19,479,947 $3.5B
BlackRock, Inc. 0.05% Add +1.0% 13,282,811 $2.4B
FMR LLC 0.14% Reduce -14.8% 12,016,188 $2.1B
Wellington Management Group LLP 0.34% Add +33.1% 9,894,065 $1.8B
State Street Corp. 0.06% Reduce -10.7% 8,058,474 $1.4B
JPMorgan Chase & Co. 0.08% Reduce -4.6% 5,789,073 $1.0B
Morgan Stanley 0.07% Add +6.4% 5,783,089 $1.0B
Geode Capital Management, LLC 0.06% Add +1.7% 4,443,226 $791.8M
State Farm Mutual Automobile Insurance Co. 0.68% No change 4,122,590 $736.9M
Invesco Ltd. 0.12% Add +15.2% 3,552,666 $635.0M
Norges Bank 0.05% Add +29.4% 2,186,638 $390.9M
Northern Trust Corp. 0.05% Add +2.3% 1,721,410 $307.7M
Dimensional Fund Advisors LP 0.07% Add +0.8% 1,611,137 $287.9M
Massachusetts Financial Services Co. 0.09% Reduce -10.9% 1,505,268 $269.1M
M&T Bank Corp 0.97% Reduce -0.1% 1,487,373 $265.9M
Bank of New York Mellon Corp 0.05% Add +2.2% 1,442,381 $257.8M
First Trust Advisors LP 0.22% Reduce -12.7% 1,401,779 $250.6M
Nuveen, LLC 0.07% — 1,361,961 $243.5M
UBS Group AG 0.05% Add +6.0% 1,234,381 $220.6M
Bank of America Corp. 0.02% Add +43.6% 1,161,906 $207.7M
London Co. of Virginia 1.16% Reduce -4.1% 1,138,583 $203.5M
Goldman Sachs Group Inc. 0.04% Add +20.6% 1,097,864 $196.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -3.9% 1,046,448 $187.1M
Charles Schwab Investment Management Inc. 0.03% Reduce -80.6% 1,027,997 $183.8M
Legal & General Group Plc 0.05% Add +1.7% 1,002,919 $179.3M
Menora Mivtachim Holdings LTD. 0.90% No change 773,119 $138.2M
Viking Global Investors 0.42% New 746,309 $133.4M
Barrow Hanley Mewhinney & Strauss LLC 0.44% Reduce -48.6% 672,168 $120.2M
Deutsche Bank AG 0.04% Add +20.3% 586,038 $104.8M
Los Angeles Capital Management LLC 0.45% Reduce -4.8% 575,065 $102.8M
Manufacturers Life Insurance Company, The 0.10% Reduce -2.6% 563,521 $100.7M
Marshall Wace, LLP 0.13% Reduce -10.9% 550,518 $98.4M
Barclays PLC 0.04% Add +22.5% 510,235 $91.2M
Wells Fargo & Company 0.02% Add +5.6% 505,739 $90.4M
Alliancebernstein L.P. 0.03% Add +3.3% 472,009 $84.4M
HSBC Holdings PLC 0.06% Add +2.6% 465,441 $83.0M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +5.8% 449,920 $80.4M
Smead Capital Management, Inc. 1.35% Reduce -8.7% 440,378 $78.7M
Huntington National Bank 0.74% Add +10.6% 428,528 $76.6M
Amundi 0.03% Reduce -42.4% 464,734 $75.9M
Clearbridge Investments, LLC 0.06% Reduce -6.2% 411,504 $73.6M
Bank of Montreal 0.04% Add +1.9% 411,499 $73.6M
Ameriprise Financial Inc. 0.02% Reduce -20.1% 402,835 $72.4M
Jane Street Group, LLC 0.13% Add +129.1% 396,090 $70.8M
Federated Hermes, Inc. 0.15% Reduce -10.8% 393,224 $70.3M
Stifel Financial Corp. 0.07% Reduce -4.0% 378,535 $67.7M
Millennium Management 0.07% Add +267.5% 370,112 $66.2M
Giverny Capital 2.42% Reduce -0.0% 367,532 $65.7M
RNC Capital Management LLC 3.30% Reduce -0.2% 362,000 $64.7M
Brandywine Global Investment Management, LLC 0.45% Add +390.5% 349,506 $62.5M
Royal Bank of Canada 0.01% Reduce -8.2% 348,697 $62.3M
Anchor Capital Advisors LLC 1.83% Reduce -1.5% 343,833 $61.5M
Davis Asset Management, L.P. 2.42% No change 325,000 $58.1M
Rhumbline Advisers 0.05% Add +6.2% 317,789 $56.8M
Agf Management Ltd. 0.30% Add +85.5% 313,183 $56.0M
BNP Paribas Financial Markets 0.04% Reduce -15.0% 310,499 $55.5M
LSV Asset Management 0.13% Reduce -34.1% 294,950 $52.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +11.0% 292,632 $52.3M
California Public Employees Retirement System 0.04% Reduce -1.1% 291,794 $52.2M
HRT Financial LP 0.33% Add +4710.8% 289,369 $51.7M
Cooke & Bieler LP 0.48% Add +21.4% 270,060 $48.3M
Envestnet Asset Management Inc. 0.02% Add +16.9% 268,934 $48.1M
D. E. Shaw & Co. 0.06% Add +1.9% 265,340 $47.4M
Citigroup Inc. 0.04% Reduce -35.7% 262,038 $46.8M
National Pension Service 0.04% Add +4.6% 255,470 $45.7M
California State Teachers Retirement System 0.05% Reduce -1.0% 243,630 $43.5M
Berkshire Asset Management LLC 2.08% Add +28.9% 244,868 $43.5M
T. Rowe Price Associates Inc. 0.01% Add +3.1% 240,804 $43.0M
Absher Wealth Management, LLC 5.42% Add +16.8% 231,147 $41.3M
CANADA LIFE ASSURANCE Co 0.07% Add +8.5% 228,371 $40.9M
Lansforsakringar Fondforvaltning AB (publ) 0.24% Reduce -52.7% 216,856 $38.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.12% New 212,705 $38.0M
AQR Capital Management 0.04% Add +20.4% 206,736 $36.2M
Principal Financial Group Inc. 0.02% Reduce -0.3% 194,666 $34.8M
Natixis Advisors, LLC 0.06% Add +6.7% 187,440 $33.5M
Sapient Capital LLC 0.65% Add +0.4% 185,054 $33.1M
Advisors Capital Management, LLC 0.51% Add +1.6% 185,017 $33.1M
LGT Capital Partners LTD. 1.46% Reduce -0.3% 184,513 $33.0M
KBC Group NV 0.10% Reduce -4.7% 178,023 $31.8M
Victory Capital Management Inc. 0.03% Reduce -2.3% 177,789 $31.8M
Two Sigma Investments, LP 0.07% Add +357.3% 172,926 $30.9M
Artisan Partners Limited Partnership 0.05% Add +0.7% 169,947 $30.4M
Prudential Financial Inc. 0.04% Add +12.2% 167,997 $30.0M
Polaris Capital Management, LLC 1.70% Reduce -12.2% 166,294 $29.7M
STRS Ohio 0.12% Reduce -0.5% 165,405 $29.6M
Ensign Peak Advisors, Inc 0.06% Add +0.6% 164,416 $29.4M
Vest Financial, LLC 0.45% Reduce -6.5% 161,787 $28.9M
Qube Research & Technologies Ltd 0.04% Reduce -28.7% 159,948 $28.6M
Schroder Investment Management Group 0.03% Reduce -0.0% 157,934 $27.7M
Tocqueville Asset Management L.P. 0.45% Reduce -8.6% 154,736 $27.7M
Russell Investments Group, Ltd. 0.04% Add +110.6% 154,533 $27.6M
New York State Teachers Retirement System 0.06% Reduce -3.5% 147,036 $26.3M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -0.0% 146,479 $26.2M
State Board of Administration of Florida Retirement System 0.05% Add +1.8% 129,645 $23.2M
Squarepoint Ops LLC 0.06% Add +5.4% 129,267 $23.1M
Caisse de depot et placement du Quebec 0.05% Add +231.7% 128,653 $23.0M
Rafferty Asset Management, LLC 0.10% Reduce -34.5% 125,137 $22.4M
LPL Financial LLC 0.01% Add +6.8% 121,852 $21.8M
New York State Common Retirement Fund 0.03% Reduce -0.8% 119,700 $21.4M
Verition Fund Management LLC 0.13% Add +44.8% 118,555 $21.2M
Raymond James Financial Inc. 0.01% Add +1.8% 117,972 $21.1M
Aberdeen Group plc 0.04% Add +97.2% 117,792 $20.9M
Assenagon Asset Management S.A. 0.04% Reduce -23.7% 112,242 $20.1M
Sound Income Strategies, LLC 1.18% Add +3.5% 111,718 $20.0M
State of Wisconsin Investment Board 0.05% Add +0.3% 111,707 $20.0M
DNB Asset Management AS 0.09% Reduce -69.0% 110,276 $19.7M
Candriam S.C.A. 0.12% Reduce -8.7% 109,172 $19.5M
Two Sigma Advisers, LP 0.04% Add +1961.5% 107,691 $19.2M
Algebris (uk) Ltd. 3.65% Add +277.6% 115,289 $19.1M
Curi Capital, LLC 0.46% Add +56.5% 104,042 $18.6M
Oppenheimer Asset Management Inc. 0.23% Add +1.4% 101,911 $18.2M
General American Investors Co. Inc. 1.34% No change 101,100 $18.1M
Sei Investments Co. 0.02% Add +16.6% 95,891 $17.1M
Thrivent Financial for Lutherans 0.04% Add +21.6% 95,345 $17.1M
Maltese Capital Management LLC 2.75% Add +2.8% 93,500 $16.7M
Brevan Howard Capital Management LP 0.47% Add +1896.2% 91,384 $16.3M
National Bank of Canada 0.02% Reduce -5.3% 88,669 $15.8M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -0.1% 87,668 $15.7M
Matrix Asset Advisors Inc. 1.71% Add +0.0% 86,827 $15.5M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -30.0% 86,193 $15.4M
Janney Montgomery Scott LLC 0.04% Add +1.9% 86,078 $15.4M
PNC Financial Services Group, Inc. 0.01% Reduce -1.0% 85,549 $15.3M
Invenomic Capital Management LP 0.77% Reduce -12.2% 84,665 $15.1M
APG Asset Management N.V. 0.05% Add +0.9% 89,600 $14.8M
Speece Thorson Capital Group Inc. 3.04% Reduce -1.6% 82,509 $14.7M
Citadel Advisors 0.01% Reduce -28.5% 81,873 $14.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +14.1% 79,819 $14.3M
Toronto Dominion Bank 0.04% Add +39.8% 78,489 $14.0M
Royal London Asset Management Ltd. 0.03% Add +13.9% 77,697 $13.9M
Truist Financial Corp. 0.02% Add +30.5% 76,233 $13.6M
Treasurer of the State of North Carolina 0.05% Add +1.4% 76,051 $13.6M
Pictet Asset Management Holding SA 0.01% Add +2.0% 74,570 $13.3M
FIL Ltd 0.01% Add +1601.9% 74,322 $13.3M
Danske Bank A/S 0.04% Reduce -16.2% 73,217 $13.1M
Asset Management One Co., Ltd. 0.04% Add +5.6% 69,828 $12.5M
Korea Investment CORP 0.03% Add +402.2% 69,828 $12.5M
Commonwealth Equity Services, LLC 0.02% Reduce -3.4% 69,114 $12.4M
Weiss Asset Management LP 0.48% New 68,893 $12.3M
Picton Mahoney Asset Management 0.42% Add +6.7% 68,842 $12.3M
Macquarie Group Ltd. 0.01% Add +63.0% 67,691 $12.1M
Exencial Wealth Advisors, LLC 0.44% Add +53.5% 66,788 $11.9M
Kodai Capital Management LP 0.47% New 65,801 $11.8M
Evergreen Capital Management LLC 0.39% Add +1521.6% 65,284 $11.7M
Rhino Investment Partners, Inc 2.78% New 62,932 $11.2M
American Century Companies Inc. 0.01% Reduce -8.7% 62,047 $11.1M
State of Tennessee, Department of Treasury 0.04% Reduce -1.9% 61,428 $11.0M
TD Asset Management Inc 0.01% Reduce -6.3% 61,241 $10.9M
Susquehanna International Group, LLP 0.02% Reduce -28.8% 60,165 $10.8M
1832 Asset Management L.P. 0.02% Reduce -1.6% 60,012 $10.7M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -7.3% 60,000 $10.7M
M&G PLC 0.07% Add +869.0% 59,681 $10.7M
Nisa Investment Advisors, LLC 0.05% Reduce -17.8% 58,142 $10.4M
Andra AP-fonden 0.17% Add +2.0% 56,900 $10.2M
GMO 0.03% Reduce -22.7% 56,603 $10.1M
Reinhart Partners, Llc. 0.37% Reduce -6.3% 56,545 $10.1M
Northwest & Ethical Investments L.P. 0.27% Reduce -5.5% 55,774 $10.0M
KLP Kapitalforvaltning As 0.05% No change 55,704 $10.0M
HighTower Advisors, LLC 0.01% Add +3.5% 55,343 $9.9M
Public Employees Retirement System of Ohio 0.04% Reduce -3.6% 55,019 $9.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Add +3.2% 54,996 $9.8M
Quantinno Capital Management LP 0.06% Add +41.2% 54,085 $9.7M
Sienna Gestion 0.77% Reduce -6.1% 55,086 $9.6M
Gabelli Funds LLC 0.07% Add +4.1% 53,065 $9.5M
Nomura Asset Management Co. Ltd. 0.03% Add +4.4% 52,882 $9.5M
Aviva PLC 0.02% Add +13.7% 51,588 $9.2M
Davis Selected Advisers 0.05% Add +3.0% 51,185 $9.1M
Resona Asset Management Co.,Ltd. 0.05% Add +6.7% 51,323 $9.1M
State of New Jersey Common Pension Fund D 0.04% Reduce -7.9% 50,838 $9.1M
Calamos Advisors LLC 0.06% Add +1.1% 49,389 $8.8M
Franklin Resources Inc. 0.00% Add +23.6% 49,101 $8.8M
Man Group plc 0.03% Add +17.9% 48,882 $8.7M
Voya Investment Management LLC 0.01% Add +0.4% 48,381 $8.6M
Boston Trust Walden Corp 0.06% Reduce -1.1% 48,278 $8.6M
Arizona State Retirement System 0.05% Reduce -1.1% 47,982 $8.6M
State of Michigan Retirement System 0.05% No change 47,801 $8.5M
Credit Agricole S A 0.03% Add +7.6% 47,120 $8.4M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -36.5% 46,968 $8.4M
ProShare Advisors LLC 0.02% Add +7.6% 45,831 $8.2M
O'Keefe Stevens Advisory, Inc. 2.62% Add +2.4% 44,715 $8.0M
Osaic Holdings, Inc. 0.02% Reduce -14.8% 44,487 $8.0M
Public Sector Pension Investment Board 0.03% Add +3.1% 44,378 $7.9M
O'shaughnessy Asset Management, LLC 0.06% Reduce -6.3% 43,344 $7.7M
AMF Tjanstepension AB 0.06% Reduce -2.6% 43,262 $7.7M
MetLife Investment Management, LLC 0.04% Reduce -1.9% 43,097 $7.7M
Jump Financial, LLC 0.12% Add +3098.7% 42,735 $7.6M
Mutual of America Capital Management LLC 0.09% Reduce -2.0% 42,064 $7.5M
Assetmark, Inc. 0.02% Add +1.8% 41,463 $7.4M
Cutler Investment Counsel LLC 0.87% Reduce -4.1% 40,694 $7.3M
Avantax Advisory Services, Inc. 0.04% Add +3.6% 39,992 $7.1M
Cerity Partners LLC 0.01% Add +15.8% 39,947 $7.1M
Cresset Asset Management, LLC 0.04% Add +51.8% 39,833 $7.1M
Westfield Capital Management Co. LP 0.03% Reduce -84.3% 39,657 $7.1M
Arnhold LLC 0.71% Reduce -3.6% 39,592 $7.1M
Wealthfront Advisers LLC 0.02% Reduce -1.6% 38,933 $7.0M
CIBC Asset Management Inc 0.02% Reduce -0.7% 38,607 $6.9M
Corebridge Financial, Inc. 0.04% Reduce -3.0% 38,125 $6.8M
Czech National Bank 0.06% Add +5.9% 38,109 $6.8M
Hudson Edge Investment Partners Inc. 1.38% Add +6.8% 38,069 $6.8M
Creative Planning 0.01% Add +22.7% 37,955 $6.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +7.5% 37,943 $6.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% New 37,805 $6.8M
Comerica Bank 0.03% Reduce -24.0% 37,462 $6.7M
Twinbeech Capital LP 0.12% Reduce -73.5% 36,494 $6.5M
Handelsbanken Fonder AB 0.03% Reduce -3.9% 35,701 $6.4M
Retirement Systems of Alabama 0.02% Reduce -0.7% 35,655 $6.4M
Lighthouse Investment Partners, LLC 0.29% Reduce -60.1% 35,125 $6.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +2.0% 35,010 $6.3M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +1.5% 34,716 $6.2M
Harvest Portfolios Group Inc. 0.18% Add +14.1% 34,556 $6.2M
Nuance Investments, LLC 0.40% New 34,048 $6.1M
Atom Investors LP 0.75% Reduce -9.5% 33,945 $6.1M
Courier Capital LLC 0.39% Add +5.0% 33,704 $6.0M
Brown Advisory Inc. 0.01% Reduce -0.3% 33,650 $6.0M
Fuller & Thaler Asset Management, Inc. 0.02% Reduce -0.7% 33,592 $6.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +94.0% 33,488 $6.0M
Florida Trust Wealth Management Co 0.19% Reduce -4.7% 33,327 $6.0M
German American Bancorp, Inc. 0.64% New 33,297 $6.0M
Mariner, LLC 0.01% Reduce -0.4% 33,071 $5.9M
Gateway Investment Advisers LLC 0.07% No change 32,688 $5.8M
Amalgamated Bank 0.05% Add +1.2% 32,198 $5.8M
Forsta Ap-Fonden 0.04% Reduce -10.6% 31,900 $5.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -0.8% 31,731 $5.7M
Pathstone Holdings, LLC 0.02% Add +9.7% 31,676 $5.7M
Sky Investment Group LLC 1.05% Reduce -0.4% 31,083 $5.6M
WINTON GROUP Ltd 0.33% New 30,693 $5.5M
Kimelman & Baird, LLC 0.45% No change 29,950 $5.4M
Cetera Investment Advisers 0.01% Reduce -6.0% 29,805 $5.3M
IFM Investors Pty Ltd 0.06% Add +5.3% 29,775 $5.3M
DekaBank Deutsche Girozentrale 0.01% Reduce -1.2% 29,887 $5.2M
Bessemer Group Inc. 0.01% Reduce -31.0% 27,989 $5.0M
Cornerstone Wealth Group, LLC 0.41% Add +0.1% 27,936 $5.0M
Utah Retirement Systems 0.06% No change 27,508 $4.9M
Callodine Capital Management, LP 0.82% Reduce -33.4% 27,500 $4.9M
Jennison Associates LLC 0.00% New 27,459 $4.9M
Mackenzie Financial Corp. 0.01% Add +29.7% 27,215 $4.9M
Longbow Finance SA 0.57% New 26,852 $4.8M
Monte Financial Group, LLC 2.09% Reduce -1.0% 29,849 $4.8M
Howard Capital Management, LLC 0.12% Add +0.2% 26,671 $4.8M
Crawford Investment Counsel Inc. 0.08% Reduce -47.1% 26,245 $4.7M
Private Advisor Group, LLC 0.03% Add +0.2% 26,221 $4.7M
Leuthold Group, LLC 0.61% Reduce -5.7% 26,106 $4.7M
Robinson Value Management, Ltd. 2.96% Add +2.2% 25,646 $4.6M
Orion Porfolio Solutions, LLC 0.04% Add +5.3% 25,621 $4.6M
Orion Portfolio Solutions, LLC 0.04% Add +5.3% 25,621 $4.6M
Fiduciary Alliance LLC 0.45% Reduce -2.1% 25,443 $4.5M
Corient Private Wealth LP 0.01% Add +21.7% 25,279 $4.5M
AXA S.A. 0.01% Reduce -2.3% 24,860 $4.4M
Daymark Wealth Partners, LLC 0.19% Reduce -1.7% 24,755 $4.4M
USS Investment Management Ltd 0.03% Reduce -29.1% 24,591 $4.4M
New York Life Investment Management LLC 0.04% Reduce -0.6% 24,577 $4.4M
HBK Sorce Advisory LLC 0.13% Add +0.3% 24,560 $4.4M
Teacher Retirement System of Texas 0.02% Add +1453.5% 24,266 $4.3M
Police & Firemen's Retirement System of New Jersey 0.04% No change 24,135 $4.3M
Siena Capital Partners GP, LLC 1.27% No change 24,000 $4.3M
Rock Point Advisors, LLC 1.32% Add +1.7% 23,914 $4.3M
Daiwa Securities Group Inc. 0.02% Add +7.7% 23,642 $4.2M
PDT Partners, LLC 0.30% Reduce -45.3% 23,556 $4.2M
McCollum Christoferson Group LLC 1.28% Add +2.2% 23,396 $4.2M
Xponance LLC 0.04% Add +0.4% 22,979 $4.1M
Van Eck Associates Corp. 0.01% Add +3.3% 22,896 $4.1M
Lesa Sroufe & Co 4.08% — 22,853 $4.1M
Quantessence Capital LLC 1.02% Add +1460.6% 22,800 $4.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.3% 22,629 $4.0M
NFJ Investment Group, LLC 0.14% Reduce -0.4% 22,456 $4.0M
Capital Fund Management S.A. 0.05% New 22,159 $4.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -43.0% 22,111 $4.0M
AlphaQuest LLC 0.42% Add +677.0% 21,531 $3.8M
Fisher Asset Management 0.00% Reduce -0.8% 21,210 $3.8M
Ethic Inc. 0.08% Add +4.7% 21,309 $3.8M
Yousif Capital Management, LLC 0.04% Reduce -0.2% 20,731 $3.7M
Nissay Asset Management Corp. /Japan 0.02% Add +0.6% 20,509 $3.7M
GAMCO Investors 0.04% Reduce -1.0% 20,422 $3.7M
Lee Danner & Bass Inc. 0.29% Reduce -6.6% 20,410 $3.6M
Cinctive Capital Management LP 0.29% New 20,279 $3.6M
Sciencast Management LP 0.83% New 20,094 $3.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -2.9% 20,063 $3.6M
Cibc World Markets Corp. 0.03% Reduce -23.8% 20,014 $3.6M
Federation des caisses Desjardins du Quebec 0.02% Add +31.5% 19,708 $3.5M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -42.4% 19,457 $3.5M
Grandfield & Dodd, LLC 0.22% Reduce -0.4% 19,456 $3.5M
Janus Henderson Group PLC 0.00% Reduce -29.8% 19,824 $3.5M
State of Alaska, Department of Revenue 0.04% Add +2.7% 19,444 $3.5M
Ascent Group, LLC 0.15% Add +12.5% 19,125 $3.4M
Beck Mack & Oliver LLC 0.07% Reduce -10.3% 19,103 $3.4M
Advisors Asset Management, Inc. 0.06% Reduce -3.2% 19,088 $3.4M
Focus Partners Wealth 0.01% Add +3.8% 18,840 $3.4M
Schonfeld Strategic Advisors LLC 0.02% Add +618.7% 18,816 $3.4M
Neuberger Berman Group LLC 0.00% Add +113.3% 18,687 $3.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.8% 18,500 $3.3M
Alaska Permanent Fund Corp 0.05% No change 19,114 $3.2M
Allworth Financial LP 0.02% Reduce -0.9% 18,502 $3.1M
OP Asset Management Ltd 0.05% — 17,445 $3.1M
Bank of Nova Scotia 0.01% Reduce -75.0% 17,318 $3.1M
Y-Intercept (Hong Kong) Ltd 0.21% Reduce -48.5% 17,212 $3.1M
Abacus Planning Group, Inc. 0.54% Reduce -3.2% 17,188 $3.1M
Oddo BHF Asset Management Sas 0.13% Add +2.0% 17,045 $3.0M
Avantax Planning Partners, Inc. 0.11% Add +1095.4% 16,736 $3.0M
Public Employees Retirement Association of Colorado 0.01% No change 16,589 $3.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -87.6% 16,815 $2.9M
OMERS ADMINISTRATION Corp 0.03% Add +14.9% 16,460 $2.9M
Storebrand Asset Management As 0.01% Reduce -9.2% 16,037 $2.9M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -0.5% 15,809 $2.8M
Lakewood Asset Management LLC 1.89% Add +34.4% 15,672 $2.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -52.7% 15,446 $2.8M
Vanguard Personalized Indexing Management, LLC 0.04% Add +9.3% 15,437 $2.8M
Culbertson A N & Co. Inc. 0.44% Add +3.9% 15,328 $2.7M
Founders Capital Management, LLC 0.50% No change 14,955 $2.7M
Rakuten Investment Management, Inc. 0.01% — 15,165 $2.7M
Trust Co. of Vermont 0.13% Reduce -2.3% 14,811 $2.6M
Hussman Strategic Advisors, Inc. 0.64% Add +133.3% 14,700 $2.6M
Strategic Financial Services, Inc. 0.15% Reduce -1.1% 14,444 $2.6M
Sanctuary Advisors, LLC 0.02% Reduce -9.1% 14,385 $2.6M
Laurion Capital Management LP 0.20% New 14,308 $2.6M
Oregon Public Employees Retirement Fund 0.05% Add +0.1% 14,238 $2.5M
NewEdge Advisors, LLC 0.02% Reduce -0.5% 14,211 $2.5M
Woodline Partners LP 0.02% Add +40.7% 14,018 $2.5M
Nordea Investment Management AB 0.00% Add +0.5% 14,104 $2.5M
Commonwealth Retirement Investments LLC 1.01% Add +2.0% 13,827 $2.5M
SlateStone Wealth, LLC 0.24% No change 13,623 $2.4M
Avanza Fonder AB 0.08% Reduce -2.5% 13,437 $2.4M
Wilmington Savings Fund Society, FSB 0.04% Reduce -0.7% 13,430 $2.4M
Tudor Investment Corporation 0.02% New 13,385 $2.4M
Swiss Life Asset Management Ltd 0.02% Add +40.4% 13,385 $2.4M
Basswood Capital Management, L.L.C. 0.13% No change 13,360 $2.4M
Mizuho Securities USA LLC 0.05% Reduce -15.5% 13,285 $2.4M
Tidal Investments LLC 0.02% Reduce -7.0% 13,274 $2.4M
St Germain D J Co. Inc. 0.11% Reduce -7.9% 12,993 $2.3M
Catalyst Funds Management Pty Ltd 0.61% Add +1078.2% 12,960 $2.3M
Allianz Asset Management GmbH 0.00% Add +42.6% 12,875 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% Add +3.2% 12,801 $2.3M
Elizabeth Park Capital Advisors, Ltd. 2.06% Reduce -22.9% 12,730 $2.3M
Prudential PLC 0.01% Add +23.4% 12,686 $2.3M
Ruffer LLP 0.09% Reduce -82.8% 12,550 $2.2M
&partners 0.02% Add +11.8% 12,711 $2.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.25% No change 12,400 $2.2M
Dana Investment Advisors, Inc. 0.08% Reduce -1.2% 12,316 $2.2M
First National Trust Co 0.09% Add +7.5% 12,074 $2.2M
Advent Capital Management 4.09% New 12,000 $2.1M
Flputnam Investment Management Co. 0.04% Add +0.8% 11,823 $2.1M
Granite Group Advisors, LLC 1.46% Reduce -0.4% 11,736 $2.1M
LRI Investments, LLC 0.20% Reduce -20.7% 11,727 $2.1M
OPTIMAS CAPITAL Ltd 3.55% New 11,700 $2.1M
Columbus Macro, LLC 0.27% Reduce -1.8% 11,619 $2.1M
Boston Partners 0.00% New 11,582 $2.1M
Robeco Institutional Asset Management B.V. 0.00% Reduce -18.7% 11,550 $2.1M
Park Avenue Securities LLC 0.03% Add +74.3% 11,409 $2.0M
MML Investors Services, LLC 0.01% Reduce -0.3% 11,399 $2.0M
Kentucky Retirement Systems 0.06% Reduce -1.1% 11,345 $2.0M
Hancock Whitney Corp. 0.07% Reduce -0.8% 11,334 $2.0M
Fieldview Capital Management, LLC 0.28% Add +187.6% 11,262 $2.0M
Caprock Group, LLC 0.06% Reduce -21.1% 10,930 $2.0M
Ieq Capital, LLC 0.02% Reduce -2.4% 10,867 $1.9M
Atria Wealth Solutions, Inc. 0.02% Add +1.7% 10,850 $1.9M
Northcape Wealth Management, LLC 0.62% Reduce -0.6% 10,742 $1.9M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.41% No change 10,708 $1.9M
Hudock, Inc. 0.33% Add +2.8% 10,670 $1.9M
Hardman Johnston Global Advisors LLC 0.09% No change 10,630 $1.9M
Keynote Financial Services LLC 1.33% Reduce -0.3% 10,323 $1.8M
Engineers Gate Manager LP 0.03% Reduce -71.3% 10,273 $1.8M
Roberts Glore & Co. Inc. 0.56% Reduce -1.3% 10,250 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +54.9% 10,243 $1.8M
Rockefeller Capital Management L.P. 0.00% Reduce -6.1% 10,189 $1.8M
Hartford Investment Management Co. 0.06% Reduce -1.7% 10,124 $1.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.6% 10,162 $1.8M
CTC Alternative Strategies, Ltd. 2.18% New 10,000 $1.8M
Barrett & Company, Inc. 0.77% Reduce -2.2% 9,972 $1.8M
Pacer Advisors, Inc. 0.00% Reduce -47.2% 9,968 $1.8M
Dynamic Advisor Solutions LLC 0.06% Add +0.2% 9,929 $1.8M
New Hampshire Trust 0.41% No change 9,912 $1.8M
Fifth Third Bancorp 0.01% Add +4.1% 9,851 $1.8M
Gulf International Bank (UK) Ltd 0.06% Reduce -24.9% 9,756 $1.7M
SG Americas Securities, LLC 0.01% Add +130.4% 9,703 $1.7M
First Manhattan Co. Llc. 0.01% Add +0.6% 9,693 $1.7M
Old Port Advisors 0.50% Reduce -2.0% 9,504 $1.7M
Captrust Financial Advisors 0.00% Add +3.8% 9,492 $1.7M
Allstate Corp. 0.05% Add +91.0% 9,468 $1.7M
Swedbank AB 0.00% No change 9,462 $1.7M
Charter Research & Investment Group, Inc. 1.29% Reduce -0.3% 9,435 $1.7M
Mercer Global Advisors Inc. 0.00% Add +58.1% 9,432 $1.7M
Cozad Asset Management Inc. 0.17% Add +5.9% 9,387 $1.7M
Hennion & Walsh Asset Management, Inc. 0.07% Add +19.0% 9,321 $1.7M
Sterling Capital Management LLC 0.03% Reduce -64.3% 9,274 $1.7M
Glenmede Trust Co. NA 0.01% Reduce -5.6% 9,237 $1.7M
Louisiana State Employees Retirement System 0.03% No change 8,900 $1.6M
Cantor Fitzgerald Investment Advisors L.P. 0.11% Reduce -51.8% 8,800 $1.6M
Norinchukin Bank, The 0.03% Add +15.3% 8,748 $1.6M
Securian Asset Management, Inc. 0.05% Reduce -1.1% 8,743 $1.6M
Bright Futures Wealth Management, LLC. 1.72% Reduce -6.4% 9,901 $1.6M
Garda Capital Partners LP 0.87% New 8,666 $1.5M
First United Bank & Trust 0.57% Reduce -0.2% 8,585 $1.5M
Aquatic Capital Management LLC 0.04% Reduce -81.7% 8,512 $1.5M
Bard Financial Services, Inc. 0.19% Reduce -0.9% 8,505 $1.5M
Donoghue Forlines LLC 0.48% New 8,453 $1.5M
Bridgewater Associates 0.01% New 8,425 $1.5M
PGGM Investments 0.02% Add +20.5% 8,412 $1.5M
Pitcairn Co. 0.09% Reduce -13.9% 8,399 $1.5M
US Bancorp \de 0.00% Reduce -0.3% 8,356 $1.5M
Metis Global Partners, LLC 0.04% Add +16.9% 8,325 $1.5M
Worldquant Millennium Advisors LLC 0.01% New 8,280 $1.5M
Guggenheim Capital LLC 0.01% Add +4.8% 8,232 $1.5M
Praxis Investment Management Inc. 0.10% Reduce -3.5% 8,184 $1.5M
Jacobi Capital Management LLC 0.11% Add +1.1% 8,136 $1.5M
Tredje AP-fonden 0.01% No change 8,063 $1.4M
iSAM Funds (UK) Ltd 0.71% Reduce -15.4% 8,037 $1.4M
Waldron Private Wealth LLC 0.07% Reduce -3.5% 8,018 $1.4M
Silvant Capital Management LLC 0.07% No change 8,015 $1.4M
Bradley Foster & Sargent Inc. 0.02% Reduce -1.6% 8,000 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -4.1% 7,887 $1.4M
ExodusPoint Capital Management, LP 0.02% New 7,836 $1.4M
Focus Partners Advisor Solutions, LLC 0.02% Add +15.4% 7,818 $1.4M
Means Investment Co., Inc. 0.15% Add +89.0% 7,800 $1.4M
Maryland State Retirement & Pension System 0.03% Reduce -12.4% 7,768 $1.4M
Essex Financial Services, Inc. 0.10% Reduce -13.8% 7,763 $1.4M
New Mexico Educational Retirement Board 0.05% Reduce -2.5% 7,726 $1.4M
Connecticut Wealth Management, LLC 0.07% Reduce -2.4% 7,687 $1.4M
Savant Capital, LLC 0.01% Reduce -66.3% 7,650 $1.4M
SouthState Bank Corp 0.06% Add +17.8% 7,579 $1.4M
Moors & Cabot, Inc. 0.07% Add +0.1% 7,558 $1.4M
Integrated Wealth Concepts LLC 0.02% Reduce -17.4% 7,515 $1.3M
Pinnacle Associates Ltd. 0.02% Add +0.4% 7,474 $1.3M
Blair William & Co. 0.00% Reduce -0.3% 7,471 $1.3M
IFP Advisors, Inc 0.04% Reduce -1.0% 7,462 $1.3M
ING Groep NV 0.01% Reduce -0.8% 7,442 $1.3M
Quantbot Technologies LP 0.04% New 7,409 $1.3M
Commerce Bank 0.01% Add +0.3% 7,395 $1.3M
NEOS Investment Management LLC 0.02% Add +20.6% 7,329 $1.3M
Jones Financial Companies LLLP 0.00% Add +39.3% 7,428 $1.3M
Wolverine Trading, LLC 0.04% Reduce -6.4% 7,372 $1.3M
Virtus Investment Advisers, LLC 0.35% New 7,110 $1.3M
Intech Investment Management LLC 0.01% Reduce -23.3% 7,084 $1.3M
Aigen Investment Management, LP 0.20% New 7,045 $1.3M
Natixis 0.01% Reduce -45.2% 7,020 $1.2M
AG2R La Mondiale Gestion D'actifs 0.07% — 6,666 $1.2M
Arlington Trust Co LLC 0.26% No change 6,750 $1.2M
Illinois Municipal Retirement Fund 0.02% Reduce -71.7% 6,724 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -29.4% 6,656 $1.2M
Cwm, LLC 0.00% Reduce -2.7% 6,532 $1.2M
Banque Cantonale Vaudoise 0.05% — 6,531 $1.2M
Lecap Asset Management Ltd. 0.27% Reduce -31.3% 6,379 $1.1M
Commerzbank Aktiengesellschaft 0.03% Add +11.9% 6,370 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -13.5% 6,355 $1.1M
Fiducient Advisors LLC 0.14% Add +221.8% 6,339 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +74.1% 6,254 $1.1M
IFG Advisory, LLC 0.06% Add +7.3% 6,240 $1.1M
Dopkins Wealth Management, LLC 0.57% Add +4.6% 6,237 $1.1M
Tiaa Trust, National Association 0.00% Reduce -1.1% 6,123 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -52.6% 6,044 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -3.3% 5,974 $1.1M
Mountain Pacific Investment Advisers LLC 0.08% Reduce -0.4% 5,670 $1.0M
Generali Asset Management SPA SGR 0.02% New 5,630 $1.0M
State of Wyoming 0.13% Reduce -7.1% 5,559 $994K
Bluesphere Advisors LLC 0.57% No change 5,557 $993K
Resources Management Corp. /CT/ 0.14% No change 5,487 $981K
Manning & Napier Advisors LLC 0.01% Reduce -74.9% 5,449 $974K
Empirical Finance, LLC 0.06% Add +2.9% 5,435 $972K
JGP Wealth Management, LLC 0.13% Reduce -24.0% 5,434 $971K
Plato Investment Management Ltd 0.08% Reduce -38.0% 5,345 $966K
Centiva Capital, LP 0.06% Reduce -55.8% 5,399 $965K
Atria Investments, Inc 0.01% Add +4.0% 5,393 $964K
Burns J W & Co. Inc. 0.12% Reduce -0.1% 5,357 $958K
Quadrant Capital Group LLC 0.04% Add +451.1% 5,351 $956K
Dark Forest Capital Management LP 0.04% New 5,336 $954K
Parisi Gray Wealth Management 0.31% No change 5,324 $952K
Norway Savings Bank 0.54% Reduce -1.0% 5,310 $949K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 5,277 $943K
Ashton Thomas Private Wealth, LLC 0.04% Add +7.0% 5,200 $930K
Sheaff Brock Investment Advisors, LLC 0.09% Add +0.0% 5,190 $928K
Caxton Associates LLP 0.03% — 5,157 $922K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +16.1% 5,152 $921K
Cora Capital Advisors LLC 0.44% Reduce -0.0% 5,115 $914K
Ritholtz Wealth Management 0.03% Add +12.1% 5,028 $899K
Tower Research Capital LLC (TRC) 0.03% Reduce -42.9% 5,025 $898K
Vinva Investment Management Ltd 0.04% Add +169.7% 5,078 $890K
Johnson Investment Counsel Inc. 0.01% Reduce -9.7% 4,963 $887K
WNY Asset Management, LLC 0.10% Add +39.1% 4,910 $878K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Add +4.8% 4,832 $864K
Modern Wealth Management, LLC 0.03% Reduce -0.7% 4,820 $862K
Baird Financial Group, Inc. 0.00% Add +9.6% 4,798 $858K
Advisory Services Network, LLC 0.02% Add +4.4% 4,753 $849K
Investment Management Corp of Ontario 0.02% Reduce -36.8% 4,676 $836K
Apollon Wealth Management, LLC 0.02% Add +60.9% 4,672 $835K
D.A. Davidson & Co. 0.01% Add +31.6% 4,638 $829K
Farmers & Merchants Investments Inc. 0.03% Reduce -2.8% 4,631 $828K
Benjamin Edwards Inc. 0.01% Reduce -19.5% 4,627 $827K
Staley Capital Advisers Inc. 0.04% Reduce -9.8% 4,600 $822K
MassMutual Private Wealth & Trust, FSB 0.02% Add +4.2% 4,585 $820K
RKL Wealth Management LLC 0.08% Add +0.3% 4,572 $817K
Vident Advisory, LLC 0.01% Add +92.8% 4,559 $815K
Kintra Wealth, LLC 0.55% Reduce -3.1% 4,558 $815K
Sequoia Financial Advisors, LLC 0.01% Reduce -3.7% 4,553 $814K
Lido Advisors, LLC 0.00% Add +0.6% 4,551 $814K
Fiduciary Trust Co 0.01% Add +8.9% 4,541 $812K
Townsquare Capital LLC 0.01% Add +219.7% 4,521 $808K
L.K. Benson & Company, P.C. 0.55% Add +0.8% 4,473 $800K
Hanson & Doremus Investment Management 0.12% Reduce -1.4% 4,471 $799K
Procyon Advisors, LLC 0.05% Reduce -1.4% 4,455 $796K
Sterling Investment Counsel, LLC 0.27% Add +26.6% 4,428 $791K
Brookstone Capital Management 0.01% Add +10.4% 4,425 $791K
Infrastructure Capital Advisors, LLC 0.13% Reduce -48.9% 4,356 $779K
Glenview Trust Co 0.02% No change 4,336 $775K
Mutual Advisors, LLC 0.02% Add +12.0% 4,550 $762K
Pure Financial Advisors, LLC 0.02% Add +0.6% 4,242 $758K
Vontobel Holding Ltd. 0.00% Reduce -4.4% 4,216 $754K
West Branch Capital LLC 0.25% Add +0.2% 4,150 $742K
Bangor Savings Bank 0.07% Reduce -2.6% 4,134 $739K
Cibc World Market Inc. 0.00% Reduce -0.8% 4,116 $736K
Paradigm Asset Management Co. LLC 0.19% No change 4,100 $733K
Balyasny Asset Management L.P. 0.00% Reduce -4.9% 4,100 $733K
StoneX Group Inc. 0.04% Add +27.8% 4,092 $731K
HB Wealth Management, LLC 0.01% Add +51.9% 4,058 $726K
Choreo, LLC 0.01% Reduce -7.7% 4,050 $724K
Nottingham Advisors, Inc. 0.11% Reduce -34.5% 4,048 $724K
Philip James Wealth Mangement, LLC 0.09% Reduce -1.2% 4,046 $723K
Haverford Trust Co 0.01% No change 4,046 $723K
Thoroughbred Financial Services, LLC 0.04% Add +6.4% 4,015 $717K
Angel Oak Capital Advisors, LLC 0.95% New 4,000 $715K
Hennessy Advisors Inc. 0.02% Reduce -38.5% 4,000 $715K
Aptus Capital Advisors, LLC 0.01% Reduce -2.3% 3,979 $711K
GAMMA Investing LLC 0.05% Add +3.9% 3,948 $706K
XML Financial, LLC 0.07% Add +0.4% 3,940 $704K
Teewinot Capital Advisers, L.L.C. 0.07% New 3,884 $694K
United Capital Financial Advisors, LLC 0.01% Add +3.3% 3,840 $686K
Emergent Wealth Advisors, LLC 0.49% Add +0.4% 3,806 $680K
Coldstream Capital Management Inc. 0.01% Reduce -13.5% 3,779 $675K
Burney Co./ 0.02% Reduce -1.6% 3,762 $672K
Meitav Investment House Ltd. 0.01% Add +21.3% 3,742 $669K
Kintegral Advisory, LLC 0.07% Reduce -0.3% 3,702 $662K
Wedmont Private Capital 0.03% Reduce -2.9% 4,179 $660K
Howe & Rusling Inc. 0.06% Add +15.0% 3,675 $657K
Brown Brothers Harriman & Co. 0.00% Add +2.4% 3,659 $654K
Gotham Asset Management 0.01% Add +7.2% 3,649 $652K
Crossmark Global Holdings, Inc. 0.01% Reduce -9.2% 3,643 $651K
United Services Automobile Association 0.02% New 3,701 $649K
Qtron Investments LLC 0.10% No change 3,625 $648K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -12.3% 3,612 $646K
DAVENPORT & Co LLC 0.00% Add +29.9% 3,588 $641K
Ontario Teachers Pension Plan Board 0.01% Add +12.4% 3,582 $640K
Elevatus Welath Management 0.36% Reduce -55.4% 3,567 $638K
GTS Securities LLC 0.03% Reduce -69.6% 3,561 $637K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -2.7% 3,555 $635K
Ostrum Asset Management 0.03% Reduce -36.6% 3,542 $633K
Hedeker Wealth, LLC 0.17% Reduce -0.6% 3,496 $625K
Integrity Alliance, Llc. 0.02% New 3,485 $623K
NorthCoast Asset Management LLC 0.00% Add +19.0% 3,445 $616K
OneDigital Investment Advisors LLC 0.01% Add +8.2% 3,434 $614K
Merit Financial Group, LLC 0.01% Add +81.6% 3,430 $613K
Vestcor Inc 0.02% Add +25.3% 3,432 $613K
Aviance Capital Partners, LLC 0.09% Reduce -0.5% 3,400 $608K
Empowered Funds, LLC 0.01% Add +11.9% 3,396 $607K
Great Valley Advisor Group, Inc. 0.01% Add +1.1% 3,380 $605K
Parallel Advisors, LLC 0.01% Reduce -4.7% 3,346 $598K
PARK CIRCLE Co 0.53% Reduce -63.9% 3,341 $597K
Smartleaf Asset Management LLC 0.06% Reduce -3.6% 3,391 $595K
Occudo Quantitative Strategies LP 0.08% New 3,348 $587K
Mufg Securities Americas Inc. 0.07% Add +19.2% 3,276 $586K
Western Wealth Management, LLC 0.04% Add +3.2% 3,270 $584K
Estabrook Capital Management 0.09% Reduce -1.8% 3,251 $581K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.8% 3,250 $581K
Meeder Advisory Services, Inc. 0.03% Reduce -13.8% 3,216 $575K
Crestwood Advisors Group, LLC 0.01% Add +1.5% 3,183 $569K
Cutler Capital Management, LLC 0.25% No change 3,179 $568K
First Horizon Advisors, Inc. 0.02% No change 3,160 $565K
Bryant Woods Investment Advisors, LLC 0.27% Add +0.7% 3,144 $562K
Farrell Financial LLC 0.40% Add +158.4% 3,101 $554K
B. Riley Wealth Advisors, Inc. 0.02% Add +6.9% 3,091 $553K
Tritonpoint Wealth, LLC 0.05% Add +3.1% 3,073 $549K
Mather Group, Llc. 0.01% Add +8.7% 3,047 $545K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +66.1% 2,990 $534K
Quadcap Wealth Management, LLC 0.08% Add +14.7% 2,969 $531K
Profund Advisors LLC 0.02% Reduce -27.4% 2,963 $530K
Legacy Wealth Asset Management, LLC 0.15% Reduce -0.3% 2,960 $529K
Raiffeisen Bank International AG 0.01% New 3,013 $528K
Independent Financial Group, LLC 0.02% Reduce -51.2% 2,905 $519K
Lodestone Wealth Management LLC 0.28% Reduce -18.4% 2,902 $519K
Bar Harbor Wealth Management 0.03% Add +23.5% 2,896 $518K
Wealthspire Advisors, LLC 0.00% Reduce -4.4% 2,888 $516K
Ballentine Partners, LLC 0.01% Add +35.5% 2,885 $516K
Court Place Advisors, LLC 0.17% Add +0.8% 2,873 $514K
Forum Financial Management, LP 0.01% Reduce -0.1% 2,869 $513K
QRG Capital Management, Inc. 0.01% Add +7.2% 2,868 $513K
Resurgent Financial Advisors LLC 0.31% Reduce -0.1% 2,863 $512K
CSS LLC 0.10% Reduce -8.4% 2,850 $509K
Fulton Bank, N.A. 0.02% Reduce -22.5% 2,843 $508K
Prelude Capital Management, LLC 0.05% New 2,833 $506K
Onyx Bridge Wealth Group LLC 0.07% No change 2,826 $505K
Independence Financial Advisors, LLC 0.19% — 2,824 $505K
Silver Oak Securities, Incorporated 0.05% Reduce -15.1% 2,874 $504K
Argent Trust Co 0.02% Add +43.9% 2,814 $503K
VAUGHAN & Co SECURITIES, INC. 0.31% Reduce -25.4% 2,790 $499K
Citizens & Northern Corp. 0.14% No change 2,784 $498K
Sigma Planning Corp 0.02% Reduce -0.9% 2,772 $496K
Beacon Investment Advisory Services, Inc. 0.02% No change 2,768 $495K
Hamilton Capital Partners Inc. 0.03% Reduce -14.2% 2,762 $494K
Farther Finance Advisors, LLC 0.01% Add +3.8% 2,726 $481K
JB Capital LLC 0.03% Reduce -0.5% 2,686 $480K
Impact Partnership Wealth, LLC 0.10% New 2,668 $477K
Montag A & Associates Inc. 0.02% No change 2,663 $476K
Legacy Financial Advisors, Inc. 0.08% Add +1.4% 2,663 $476K
Principle Wealth Partners LLC 0.03% No change 2,661 $476K
Snowden Capital Advisors LLC 0.02% Reduce -4.5% 2,642 $472K
Westover Capital Advisors, LLC 0.10% No change 2,606 $466K
L.M. Kohn & Company 0.12% No change 2,590 $463K
Ramiah Investment Group 0.44% Reduce -4.4% 2,565 $458K
Ransom Advisory, Ltd 0.23% No change 2,563 $458K
Canada Pension Plan Investment Board 0.00% Reduce -82.3% 2,556 $457K
CW Advisors, LLC 0.01% Add +43.3% 2,545 $456K
Carret Asset Management, LLC 0.05% No change 2,536 $453K
Flagship Harbor Advisors, LLC 0.02% Reduce -8.4% 2,506 $448K
High Falls Advisors, Inc 0.11% Add +67.6% 2,505 $448K
River Wealth Advisors LLC 0.06% Reduce -6.0% 2,504 $448K
Foster Dykema Cabot & Partners, LLC 0.04% Add +129.6% 2,503 $447K
CFS Investment Advisory Services, LLC 0.04% Add +0.2% 2,501 $447K
Mystic Asset Management, Inc. 0.12% Reduce -0.5% 2,499 $447K
Citizens Financial Group Inc. 0.01% Add +15.7% 2,487 $445K
Empirical Asset Management, LLC 0.15% No change 2,481 $443K
Greenleaf Trust 0.00% Reduce -1.9% 2,454 $439K
EP Wealth Advisors, LLC 0.00% Add +7.9% 2,451 $438K
Financial Management Network Inc. 0.10% Reduce -4.8% 2,772 $437K
Plancorp, LLC 0.02% Add +0.9% 2,436 $435K
Horizon Investments, LLC 0.01% Add +4.1% 2,411 $431K
AIA Group Ltd 0.01% Add +38.2% 2,408 $430K
Forte Capital LLC 0.05% Reduce -2.0% 2,390 $427K
Carnegie Investment Counsel 0.01% No change 2,705 $426K
J2 Capital Management Inc 0.39% Reduce -3.0% 2,348 $420K
Lazard Asset Management LLC 0.00% Add +120.9% 2,328 $415K
King Wealth Management Group 0.06% No change 2,314 $414K
Keybank National Association 0.00% Add +38.5% 2,306 $412K
PFG Investments, LLC 0.03% Reduce -13.3% 2,288 $409K
Argonautica Private Wealth Management, Inc. 0.14% Reduce -5.9% 2,286 $409K
Foundations Investment Advisors, LLC 0.01% Reduce -3.5% 2,269 $406K
Magnolia Capital Management Ltd. 0.34% No change 2,230 $399K
Lewis Asset Management, LLC 0.33% Add +0.0% 2,227 $398K
Compound Planning, Inc. 0.02% Add +3.0% 2,222 $397K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -2.4% 2,221 $397K
ASR Vermogensbeheer N.V. 0.01% — 2,218 $396K
Clearview Wealth Advisors LLC 0.30% Add +39.6% 2,212 $395K
US Asset Management LLC 0.38% Reduce -0.5% 2,208 $395K
Ariel Investments 0.00% Add +0.6% 2,206 $394K
Sandhill Capital Partners LLC 0.03% Reduce -1.7% 2,192 $392K
Resonant Capital Advisors, LLC 0.03% Add +1.9% 2,189 $391K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.7% 2,162 $386K
Whittier Trust Co. 0.01% Add +0.6% 2,159 $386K
Excalibur Management Corp. 0.15% Reduce -0.7% 2,142 $383K
Wedbush Securities Inc. 0.01% Reduce -21.5% 2,134 $382K
Independent Solutions Wealth Management, LLC 0.09% No change 2,135 $382K
Princeton Global Asset Management LLC 0.08% No change 2,124 $380K
Sandy Spring Bank 0.02% Add +9.8% 2,123 $379K
AlphaCore Capital LLC 0.03% New 2,119 $379K
Blalock Williams, LLC 0.42% Add +5.4% 2,114 $378K
Ingalls & Snyder LLC 0.01% No change 2,103 $376K
Hunter Perkins Capital Management, LLC 0.09% Reduce -14.1% 2,075 $371K
Moneco Advisors, LLC 0.04% Reduce -0.1% 2,075 $371K
Integrated Quantitative Investments LLC 0.18% No change 2,070 $370K
Breakwater Capital Group 0.07% Add +28.8% 2,061 $368K
Meridian Wealth Management, LLC 0.02% Add +14.7% 2,048 $366K
Welch & Forbes LLC 0.00% Add +0.1% 2,046 $366K
Prentice Wealth Management LLC 0.11% No change 2,045 $366K
Capital Management Associates, Inc 0.08% New 2,038 $364K
Independent Advisor Alliance 0.01% Reduce -2.3% 2,029 $363K
DF Dent & Co. Inc. 0.00% Reduce -49.7% 2,025 $362K
Hudson Bay Capital Management LP 0.00% New 2,020 $361K
Kathmere Capital Management, LLC 0.03% Add +6.7% 2,004 $358K
Deltec Asset Management LLC 0.08% No change 2,000 $358K
Mma Asset Management LLC 0.15% No change 1,996 $357K
Dynamic Technology Lab Private Ltd 0.05% Reduce -63.4% 1,990 $356K
V-Square Quantitative Management LLC 0.05% No change 1,990 $356K
Wellington Shields & Co., LLC 0.11% No change 1,966 $351K
Prime Capital Investment Advisors, LLC 0.00% Add +41.6% 1,952 $349K
Sherbrooke Park Advisers LLC 0.16% Add +48.9% 1,937 $346K
Eastern Bank 0.01% Add +4.0% 1,930 $345K
Clearstead Advisors, LLC 0.01% Reduce -3.7% 1,928 $345K
Trust Asset Management LLC 0.03% Reduce -5.7% 1,920 $343K
Signaturefd, LLC 0.01% Reduce -3.5% 1,920 $343K
Chicago Capital, LLC 0.01% Reduce -0.3% 1,917 $343K
Siemens Fonds Invest GmbH 0.02% Add +6.8% 1,912 $342K
Premier Path Wealth Partners, LLC 0.05% Add +2.8% 1,909 $341K
Kingsview Wealth Management, LLC 0.01% Add +2.1% 1,900 $340K
WBH Advisory Inc. 0.03% Add +32.9% 1,898 $339K
Legacy Advisors, LLC 0.03% Add +0.1% 1,896 $339K
IHT Wealth Management, LLC 0.01% Add +0.4% 1,895 $339K
Mayflower Financial Advisors, LLC 0.05% Add +3.9% 1,876 $335K
Eagle Bay Advisors LLC 0.28% No change 1,866 $334K
Community Financial Services Group, LLC 0.07% No change 1,865 $333K
Valmark Advisers, Inc. 0.01% Reduce -1.3% 1,865 $333K
Buffington Mohr McNeal 0.07% Reduce -44.8% 1,850 $331K
Paragon Capital Management Ltd 0.07% Add +0.8% 1,841 $329K
Sage Investment Counsel LLC 0.42% Add +0.1% 1,837 $328K
GWN Securities Inc. 0.02% Reduce -52.7% 1,838 $328K
WealthTrust Axiom LLC 0.10% Add +10.7% 1,835 $328K
Blue Trust, Inc. 0.00% Add +14.4% 1,834 $328K
Focused Wealth Management, Inc 0.04% Add +5.4% 1,824 $326K
Joel Isaacson & Co., LLC 0.01% Add +0.1% 1,792 $320K
Financial Counselors Inc. 0.00% Reduce -0.7% 1,789 $320K
Columbia Bank 0.11% Add +6.3% 1,784 $319K
WealthCare Investment Partners, LLC 0.13% Add +0.8% 2,021 $317K
Note Advisors, LLC 0.26% Reduce -2.0% 1,768 $316K
Latitude Advisors, LLC 0.18% Add +29.0% 1,754 $313K
Douglass Winthrop Advisors, LLC 0.01% Reduce -6.7% 1,750 $313K
Level Financial Advisors 0.11% Reduce -1.5% 1,744 $312K
Beese Fulmer Investment Management, Inc. 0.03% New 1,738 $311K
SevenBridge Financial Group, LLC 0.06% Reduce -1.9% 1,671 $309K
Armstrong Advisory Group, Inc. 0.02% No change 1,632 $307K
SCS Capital Management LLC 0.00% New 1,713 $306K
Addison Advisors LLC 0.08% Reduce -5.5% 1,711 $306K
Connors Investor Services Inc. 0.03% No change 1,704 $305K
Kestra Private Wealth Services, LLC 0.01% Reduce -30.8% 1,699 $304K
Valeo Financial Advisors, LLC 0.01% Add +7.6% 1,698 $304K
Waverly Advisors, LLC 0.00% Add +2.0% 1,693 $303K
Redwood Financial Network Corp 0.23% New 1,693 $303K
Cigna Investments Inc. 0.06% Reduce -1.5% 1,681 $301K
Sound View Wealth Advisors Group, LLC 0.02% Add +10.0% 1,682 $301K
MBB Public Markets I LLC 0.03% New 1,676 $300K
Novak & Powell Financial Services, Inc. 0.18% Add +0.6% 1,659 $297K
Diversified Trust Co. 0.01% New 1,657 $296K
Geneos Wealth Management Inc. 0.01% Add +20.0% 1,656 $296K
Salvus Wealth Management, LLC 0.18% Add +7.7% 1,646 $294K
Kingswood Wealth Advisors, LLC 0.03% Reduce -17.4% 1,641 $293K
J.W. Cole Advisors, Inc. 0.01% New 1,632 $292K
CIBC Private Wealth Group LLC 0.00% Add +12.5% 1,858 $291K
Ameritas Investment Partners, Inc. 0.01% No change 1,617 $289K
Ferguson Wellman Capital Management, Inc. 0.01% Add +39.4% 1,613 $288K
Empower Advisory Group, LLC 0.00% Add +0.4% 1,613 $288K
BLB&B Advisors, LLC 0.01% No change 1,602 $286K
AE Wealth Management LLC 0.00% Reduce -11.6% 1,599 $286K
Sunbelt Securities, Inc. 0.03% Add +11.2% 1,591 $284K
Fifth Third Wealth Advisors LLC 0.01% Add +4.0% 1,587 $284K
Shufro Rose & Co. LLC 0.02% No change 1,585 $283K
Graypoint LLC 0.02% Add +17.9% 1,581 $283K
Checchi Capital Advisers, LLC 0.02% Add +4.4% 1,579 $282K
Cobblestone Capital Advisors LLC 0.02% Reduce -8.4% 1,572 $281K
Wealth Alliance Advisory Group, LLC 0.06% Add +0.4% 1,557 $278K
GeoWealth Management, LLC 0.01% Reduce -20.5% 1,555 $278K
Cornell Pochily Investment Advisors, Inc. 0.10% Add +23.4% 1,555 $278K
Abn Amro Investment Solutions 0.01% Reduce -19.6% 1,554 $278K
Collective Family Office LLC 0.07% Reduce -4.5% 1,551 $277K
Bradyco, Inc. 0.21% No change 1,545 $276K
Smallwood Wealth Investment Management, LLC 0.17% No change 1,523 $272K
Seneca House Advisors 0.12% Reduce -21.1% 1,520 $272K
Zions Bancorporation, National Association 0.02% — 1,515 $271K
First National Bank of Omaha 0.02% No change 1,510 $270K
LVW Advisors, LLC 0.03% Add +2.6% 1,502 $268K
Ellevest, Inc. 0.02% Add +4.7% 1,495 $267K
Dorsey & Whitney Trust CO LLC 0.02% Add +8.1% 1,495 $267K
Old North State Trust, LLC 0.17% No change 1,418 $267K
Jefferies Financial Group Inc. 0.00% New 1,493 $267K
Blueshift Asset Management, LLC 0.10% New 1,472 $263K
Burns Matteson Capital Management, LLC 0.14% No change 1,425 $255K
SeaCrest Wealth Management, LLC 0.03% Add +0.2% 1,422 $254K
Brown Capital Management LLC 0.01% Reduce -18.0% 1,420 $254K
Good Life Advisors, LLC 0.02% Add +16.5% 1,409 $252K
Traphagen Investment Advisors LLC 0.03% Add +0.2% 1,364 $244K
Silverlake Wealth Management LLC 0.09% Add +25.8% 1,360 $243K
CX Institutional 0.01% Reduce -0.7% 1,356 $242K
Investment House LLC 0.01% No change 1,350 $241K
Sageworth Trust Co 0.01% No change 1,350 $241K
Jackson Square Capital, LLC 0.08% Reduce -71.8% 1,344 $240K
MAI Capital Management 0.00% Add +5.9% 1,342 $240K
Prospera Financial Services Inc 0.01% Reduce -4.4% 1,337 $239K
AssuredPartners Investment Advisors, LLC 0.05% New 1,329 $238K
Farringdon Capital, Ltd. 0.12% Reduce -83.7% 1,324 $237K
Summit Trail Advisors, LLC 0.01% Reduce -14.1% 1,323 $237K
Community Bank, N.A. 0.03% Reduce -23.8% 1,322 $236K
Saranac Partners Ltd 0.14% No change 1,320 $236K
Strait & Sound Wealth Management LLC 0.11% Reduce -31.8% 1,320 $236K
Bryn Mawr Trust Advisors, LLC 0.01% New 1,319 $236K
Carnegie Lake Advisors LLC 0.10% No change 1,313 $235K
Woodmont Investment Counsel LLC 0.02% Reduce -42.0% 1,314 $235K
Successful Portfolios LLC 0.16% Reduce -0.4% 1,304 $233K
GC Wealth Management RIA, LLC 0.04% Add +8.4% 1,304 $233K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,296 $232K
Quotient Wealth Partners, LLC 0.01% Reduce -0.1% 1,290 $231K
USA Financial Formulas 0.04% Reduce -77.9% 1,288 $230K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.8% 1,286 $230K
Alliance Wealth Advisors, LLC 0.13% No change 1,281 $229K
YHB Investment Advisors, Inc. 0.02% New 1,281 $229K
Mill Creek Capital Advisors, LLC 0.01% Add +0.8% 1,278 $228K
J. Safra Sarasin Holding AG 0.00% New 1,275 $228K
Mgo One Seven LLC 0.01% Add +0.6% 1,271 $227K
Westpac Banking Corp. 0.02% Reduce -17.3% 1,270 $227K
Radnor Capital Management, LLC 0.04% No change 1,266 $226K
S-Bank Fund Management Ltd 0.04% — 1,264 $226K
Concurrent Investment Advisors, LLC 0.01% New 1,258 $225K
Arkadios Wealth Advisors 0.01% New 1,248 $223K
Fortitude Advisory Group L.L.C. 0.16% Reduce -10.7% 1,396 $222K
Beacon Financial Group 0.02% Reduce -21.2% 1,240 $222K
Washington Trust Advisors, Inc. 0.02% Reduce -3.9% 1,238 $221K
Regent Peak Wealth Advisors LLC 0.05% Reduce -1.5% 1,237 $221K
Enterprise Bank & Trust Co 0.09% No change 1,234 $221K
Manhattan West Asset Management, LLC 0.06% New 1,232 $220K
Marcum Wealth, LLC 0.02% Add +4.9% 1,231 $220K
Aaron Wealth Advisors LLC 0.03% Reduce -2.1% 1,230 $220K
Atlantic Union Bankshares Corp 0.01% No change 1,230 $220K
NorthRock Partners, LLC 0.01% Add +0.8% 1,221 $218K
Cable Hill Partners, LLC 0.02% Add +19.9% 1,284 $218K
Frederick Financial Consultants, LLC 0.16% Add +2.4% 1,217 $218K
Cary Street Partners Investment Advisory LLC 0.13% Add +89.2% 1,213 $217K
HBW Advisory Services LLC 0.03% Reduce -4.7% 1,208 $216K
Avestar Capital, LLC 0.02% Reduce -17.0% 1,206 $216K
Hudson Portfolio Management LLC 0.21% No change 1,205 $215K
Alpine Woods Capital Investors, LLC 0.05% Reduce -14.8% 1,205 $215K
Olympiad Research LP 0.25% New 1,204 $215K
Canoe Financial LP 0.00% Add +273.9% 1,204 $215K
Frank, Rimerman Advisors LLC 0.02% New 1,203 $215K
Ascent Wealth Partners, LLC 0.03% No change 1,197 $214K
Tompkins Financial Corp. 0.02% Add +9.2% 1,186 $212K
TrueWealth Advisors, LLC 0.07% No change 1,180 $211K
Heartwood Wealth Advisors LLC 0.02% No change 1,180 $211K
Applied Capital LLC 0.17% No change 1,175 $210K
Cornerstone Advisors Asset Management, LLC 0.04% Add +9.3% 1,169 $209K
Wayfinding Financial, LLC 0.09% New 1,139 $203K
Pinebridge Investments, L.P. 0.00% New 1,135 $203K
XTX Topco Ltd 0.01% Reduce -67.9% 1,130 $202K
World Investment Advisors 0.01% New 1,129 $202K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,155 $191K
Versant Capital Management, Inc 0.03% Add +94.7% 1,067 $191K
JFS Wealth Advisors, LLC 0.01% Add +1.8% 1,062 $190K
Medallion Wealth Advisors, LLC 0.08% Add +30.9% 1,035 $183K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,008 $180K
EverSource Wealth Advisors, LLC 0.01% Reduce -6.9% 982 $175K
Hager Investment Management Services, LLC 0.12% No change 923 $165K
Central Pacific Bank - Trust Division 0.02% No change 900 $161K
Stonebridge Financial Group, LLC 0.02% Add +5.7% 842 $150K
CI Investments Inc. 0.00% Reduce -22.5% 840 $150K
Penserra Capital Management LLC 0.00% Reduce -32.0% 817 $145K
SVB Wealth LLC 0.01% New 809 $145K
Ossiam 0.00% Reduce -95.7% 770 $138K
HM Payson & Co. 0.00% Add +0.1% 753 $135K
Emerald Mutual Fund Advisers Trust 0.01% No change 727 $130K
SBI Securities Co., Ltd. 0.00% Reduce -2.7% 725 $130K
Brooklyn Investment Group 0.03% Add +32.2% 694 $124K
UMB Bank, n.a. 0.00% Add +17.6% 688 $123K
Lindbrook Capital, LLC 0.01% Add +19.6% 676 $121K
NBT Bank, N.A. 0.01% No change 667 $119K
Compass Wealth Management LLC 0.03% No change 666 $119K
Private Trust Co. NA 0.01% Add +16.5% 644 $115K
Larson Financial Group LLC 0.01% Add +1.1% 637 $114K
Plante Moran Financial Advisors, LLC 0.01% Add +103.2% 630 $113K
Marshall & Sterling Wealth Advisors Inc. 0.07% Reduce -23.4% 614 $110K
Parkside Financial Bank & Trust 0.01% Reduce -1.0% 610 $109K
Roxbury Financial LLC 0.10% Reduce -6.4% 558 $107K
Shell Asset Management Co. 0.01% Reduce -4.0% 599 $107K
BankPlus Trust Department 0.03% No change 530 $95K
Exchange Traded Concepts, LLC 0.00% Add +53.8% 526 $94K
Lanark Financial, Inc. 0.01% — 529 $94K
Cary Street Partners Financial LLC 0.00% Reduce -13.7% 524 $94K
Ascentis Wealth Management, LLC 0.03% New 522 $92K
Hemington Wealth Management 0.01% Add +3.9% 505 $90K
Mechanics Financial Corp 0.04% No change 500 $89K
Monetary Management Group Inc. 0.02% No change 500 $89K
Kentucky Trust Co 0.05% No change 490 $88K
Loomis Sayles & Co. L P 0.00% Add +75.5% 481 $86K
Bank & Trust Co 0.07% No change 462 $83K
Cromwell Holdings LLC 0.05% Add +1.8% 451 $81K
Sentry Investment Management LLC 0.05% New 509 $80K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -42.9% 448 $80K
Arax Advisory Partners 0.01% Add +9.8% 437 $78K
Principal Securities, Inc. 0.00% No change 410 $77K
Mark Sheptoff Financial Planning, LLC 0.04% No change 426 $76K
Riggs Asset Managment Co. Inc. 0.02% No change 404 $72K
1620 Investment Advisors, Inc. 0.06% No change 400 $72K
Quent Capital, LLC 0.01% Reduce -2.5% 394 $70K
Hazlett, Burt & Watson, Inc. 0.03% No change 390 $70K
Concord Wealth Partners 0.01% Add +0.8% 386 $69K
AdvisorNet Financial, Inc 0.01% Add +1033.3% 374 $67K
Stone House Investment Management, LLC 0.01% New 367 $66K
First Command Advisory Services, Inc. 0.00% Add +2.0% 352 $63K
Pension & Wealth Management Advisors, Inc. 0.02% Add +16.0% 341 $61K
SOA Wealth Advisors, LLC. 0.01% Add +0.6% 340 $61K
Harbor Investment Advisory, LLC 0.01% Add +4.4% 331 $59K
Deseret Mutual Benefit Administrators 0.03% No change 297 $53K
Park Place Capital Corp 0.01% No change 297 $53K
Investors Research Corp 0.01% Add +31.1% 295 $53K
CVA Family Office, LLC 0.01% Reduce -2.8% 276 $49K
Smithfield Trust Co 0.00% Reduce -7.5% 270 $48K
Sierra Ocean, LLC 0.04% Add +8.1% 253 $45K
Ogorek Anthony Joseph /NY/ 0.01% Add +31.8% 253 $45K
Towne Trust Company, N.A 0.02% No change 250 $45K
Mascoma Wealth Management LLC 0.01% Add +0.8% 245 $44K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 240 $43K
Oakworth Capital, Inc. 0.00% No change 240 $43K
Grove Bank & Trust 0.01% Add +104.6% 223 $40K
Spire Wealth Management 0.00% Reduce -67.3% 214 $38K
TD Private Client Wealth LLC 0.00% Reduce -7.0% 214 $38K
Painted Porch Advisors LLC 0.02% Add +1218.8% 211 $38K
Harvest Fund Management Co., Ltd 0.00% Reduce -87.5% 199 $36K
Banque Transatlantique SA 0.00% No change 200 $36K
SRH Advisors, LLC 0.01% No change 200 $36K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 196 $35K
HHM Wealth Advisors, LLC 0.00% No change 190 $34K
Hexagon Capital Partners LLC 0.01% Add +0.5% 189 $34K
Covestor Ltd 0.02% Reduce -4.0% 191 $33K
Blue Bell Private Wealth Management, LLC 0.01% No change 182 $33K
Asset Dedication, LLC 0.00% No change 177 $32K
TFC Financial Management, Inc. 0.00% No change 168 $30K
Prestige Wealth Management Group LLC 0.01% No change 163 $29K
Fortitude Family Office, LLC 0.01% No change 152 $27K
Key Financial Inc 0.01% No change 141 $25K
WPG Advisers, LLC 0.02% Reduce -10.8% 141 $25K
Harbour Investments, Inc. 0.00% Reduce -3.5% 140 $25K
Citizens National Bank Trust Department 0.01% No change 140 $25K
Wealth Preservation Advisors, LLC 0.02% — 139 $25K
Continuum Advisory, LLC 0.00% Add +382.1% 135 $24K
Crowley Wealth Management, Inc. 0.02% Add +1377.8% 133 $24K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 132 $24K
MV Capital Management, Inc. 0.00% Add +0.8% 131 $23K
VSM Wealth Advisory, LLC 0.01% No change 129 $23K
Motco 0.00% No change 128 $23K
Millstone Evans Group, LLC 0.02% No change 125 $22K
Rialto Wealth Management, LLC 0.01% Add +20.4% 124 $22K
Riverview Trust Co 0.02% Reduce -4.1% 116 $21K
Curio Wealth, LLC 0.01% Reduce -97.1% 2 $20K
True Wealth Design, LLC 0.01% Add +40.5% 111 $20K
Rise Advisors, LLC 0.01% Reduce -8.5% 108 $19K
Binnacle Investments Inc 0.01% — 107 $19K
Wolff Wiese Magana LLC 0.01% No change 107 $19K
Valley National Advisers Inc. 0.00% New 107 $19K
Private Wealth Management Group, LLC 0.01% No change 106 $19K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +2500.0% 104 $19K
ORG Partners LLC 0.00% No change 104 $18K
Ameriflex Group, Inc. 0.01% Reduce -79.7% 102 $18K
Rossby Financial, LCC 0.01% New 104 $17K
Webster Bank, N. A. 0.00% Reduce -54.9% 97 $17K
Rothschild Investment LLC 0.00% Add +19.0% 94 $17K
WASHINGTON TRUST Co 0.00% No change 92 $16K
BOK Financial Private Wealth, Inc. 0.00% Reduce -7.1% 91 $16K
Piscataqua Savings Bank 0.01% No change 91 $16K
Costello Asset Management, INC 0.01% Add +54.2% 91 $16K
Clearstead Trust, LLC 0.00% Add +15.5% 82 $15K
Delta Asset Management LLC 0.00% No change 79 $14K
McIlrath & Eck, LLC 0.00% Add +1.3% 79 $14K
Bruce G. Allen Investments, LLC 0.01% Reduce -16.1% 78 $14K
Cornerstone Planning Group LLC 0.00% Add +1540.0% 82 $14K
Physician Wealth Advisors, Inc. 0.00% No change 74 $13K
Walleye Capital LLC 0.00% Reduce -89.9% 74 $13K
Capital Advisors, Ltd. LLC 0.00% No change 70 $13K
GW&K Investment Management, LLC 0.00% Add +1.4% 71 $13K
CoreCap Advisors, LLC 0.00% Reduce -96.7% 66 $12K
Saudi Central Bank 0.06% New 65 $12K
Caldwell Trust Co 0.00% Reduce -92.3% 65 $12K
DiNuzzo Private Wealth, Inc. 0.00% No change 62 $11K
Parvin Asset Management, LLC 0.01% No change 58 $10K
Frazier Financial Advisors, LLC 0.01% Reduce -5.1% 56 $10K
DT Investment Partners, LLC 0.00% No change 55 $10K
Hurley Capital, LLC 0.01% No change 53 $10K
PFS Partners, LLC 0.01% No change 53 $9K
Glass Jacobson Investment Advisors llc 0.00% No change 50 $9K
Red Tortoise LLC 0.00% No change 52 $9K
Salomon & Ludwin, LLC 0.00% Reduce -33.3% 52 $9K
NewSquare Capital LLC 0.00% Add +766.7% 52 $9K
Tsfg, LLC 0.00% No change 51 $9K
Murphy & Mullick Capital Management Corp 0.01% No change 50 $9K
Westside Investment Management, Inc. 0.00% No change 47 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -17.9% 46 $8K
AllSquare Wealth Management LLC 0.00% No change 46 $8K
Cape Investment Advisory, Inc. 0.00% No change 44 $8K
Rosenberg Matthew Hamilton 0.00% Add +2.4% 42 $8K
City Holding Co. 0.00% New 42 $8K
LGT Financial Advisors LLC 0.02% Reduce -85.2% 40 $7K
Coston, McIsaac & Partners 0.00% No change 44 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +516.7% 37 $7K
Bartlett & Co. Wealth Management LLC 0.00% Add +2.8% 37 $7K
Aventura Private Wealth, LLC 0.00% New 36 $6K
First Pacific Financial 0.00% No change 36 $6K
Centennial Bank 0.00% No change 35 $6K
FSA Wealth Management LLC 0.00% No change 35 $6K
Manchester Capital Management LLC 0.00% No change 34 $6K
Avion Wealth 0.00% No change 36 $6K
Financial Management Professionals, Inc. 0.00% Add +65.0% 33 $6K
Raffa Wealth Management, LLC 0.00% No change 32 $6K
TCTC Holdings, LLC 0.00% Add +100.0% 32 $6K
Highline Wealth Partners LLC 0.00% Add +15.4% 30 $5K
Transamerica Financial Advisors, LLC 0.00% No change 28 $5K
Hughes Financial Services, LLC 0.00% New 28 $5K
Whipplewood Advisors, LLC 0.00% Reduce -7.3% 64 $5K
CBIZ Investment Advisory Services, LLC 0.00% Add +200.0% 27 $5K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -45.8% 26 $5K
Bell Investment Advisors, Inc 0.00% No change 26 $5K
Bogart Wealth, LLC 0.00% Add +30.0% 26 $5K
S&T Bank 0.00% No change 25 $4K
High Note Wealth, LLC 0.00% No change 25 $4K
Quest 10 Wealth Builders, Inc. 0.00% Add +9.1% 24 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 23 $4K
CGC Financial Services, LLC 0.00% Reduce -79.1% 23 $4K
Brown, Lisle/Cummings, Inc. 0.00% New 23 $4K
Abound Wealth Management 0.00% Reduce -26.7% 22 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 22 $4K
Caitong International Asset Management Co., Ltd 0.00% Reduce -96.8% 22 $4K
Cullen/Frost Bankers, Inc. 0.00% Add +162.5% 21 $4K
Richards, Merrill & Peterson, Inc. 0.00% No change 21 $4K
Greenline Partners, LLC 0.00% New 21 $4K
GHP Investment Advisors, Inc. 0.00% No change 21 $4K
TD Capital Management LLC 0.00% No change 20 $4K
Colonial Trust Co / SC 0.00% Reduce -95.6% 18 $3K
Crews Bank & Trust 0.00% No change 18 $3K
Global Financial Private Client, LLC 0.00% Add +112.5% 17 $3K
Bfsg, LLC 0.00% New 16 $3K
Carolinas Wealth Consulting LLC 0.00% Reduce -71.2% 15 $3K
Dunhill Financial, LLC 0.00% Reduce -37.5% 15 $3K
New England Capital Financial Advisors LLC 0.00% No change 14 $3K
Beacon Capital Management, LLC 0.00% No change 14 $3K
Marshall Investment Management, LLC 0.00% New 13 $2K
MCF Advisors LLC 0.00% Reduce -84.9% 13 $2K
Clark Wealth Partners 0.00% No change 12 $2K
Northwest Capital Management Inc 0.00% No change 12 $2K
Hantz Financial Services, Inc. 0.00% New 12 $2K
Sachetta, LLC 0.00% Reduce -26.7% 11 $2K
Dogwood Wealth Management LLC 0.00% New 11 $2K
WealthTrak Capital Management LLC 0.00% No change 10 $2K
SJS Investment Consulting Inc. 0.00% Reduce -9.1% 10 $2K
CENTRAL TRUST Co 0.00% Add +66.7% 10 $2K
American Capital Advisory, LLC 0.00% New 9 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 9 $2K
Wood Tarver Financial Group, LLC 0.00% Reduce -95.6% 7 $1K
Financial Network Wealth Advisors LLC 0.00% New 7 $1K
Iron Horse Wealth Management, LLC 0.00% No change 7 $1K
Nvwm, LLC 0.00% Add +16.7% 7 $1K
Activest Wealth Management 0.00% Add +0.0% 7 $1K
Golden State Wealth Management, LLC 0.00% New 7 $1K
Capital A Wealth Management, LLC 0.00% No change 6 $1K
Aspect Partners, LLC 0.00% Add +500.0% 6 $1K
Ridgewood Investments LLC 0.00% No change 6 $1K
JDM Financial Group LLC 0.00% No change 5 $894
WestEnd Advisors, LLC 0.00% Add +150.0% 5 $894
Atlas Capital Advisors Inc. 0.00% No change 5 $893
Bay Harbor Wealth Management, LLC 0.00% New 4 $715
Winnacle Wealth LLC 0.00% Add +33.3% 4 $704
Creative Financial Designs Inc. 0.00% No change 3 $553
Blume Capital Management, Inc. 0.00% New 3 $537
Principia Wealth Advisory, LLC 0.00% Reduce -25.0% 3 $504
Parkworth Wealth Management, Inc. 0.00% No change 2 $358
HFM Investment Advisors, LLC 0.00% — 2 $358
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $358
Leonteq Securities AG 0.00% Reduce -66.7% 2 $357
Bear Mountain Capital, Inc. 0.00% New 2 $347
Valued Wealth Advisors LLC 0.00% No change 1 $181
Puff Wealth Management, LLC 0.00% New 1 $179
Rakuten Securities, Inc. 0.00% New 1 $179
Ancora Advisors LLC 0.00% No change 1 $179
Y.D. More Investments Ltd 0.00% Add +13.5% 235 $113

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