M & T BankMTB

13F holders, Q2 2025 (June 30)
1,025holders −14
84new positions
96sold out
10famous investors
$193.96avg. 13F price*

At the end of Q2 2025, 1,025 institutions reported holding M & T Bank Corp. (MTB) in their 13F filings, down 14 from Q1 2025. 84 opened new positions and 96 sold out. The largest holders were Vanguard Group Inc. ($3.7B), BlackRock, Inc. ($2.5B) and FMR LLC ($2.3B). 10 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Francois Rochon (0.1% of Giverny Capital's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions84$179.5M
Exits96$276.6M

All 13F filers, Q1 2025 → Q2 2025: 4,864,029 shares bought and 8,527,423 shares sold, net −3,663,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,025 holders

Vanguard Group Inc. 0.06% Reduce -1.0% 19,278,352 $3.7B
BlackRock, Inc. 0.05% Reduce -4.5% 12,682,777 $2.5B
FMR LLC 0.13% Reduce -2.5% 11,714,859 $2.3B
Wellington Management Group LLP 0.35% Add +0.7% 9,959,613 $1.9B
State Street Corp. 0.06% Reduce -5.3% 7,628,519 $1.5B
Morgan Stanley 0.07% Add +1.3% 5,857,610 $1.1B
JPMorgan Chase & Co. 0.08% Reduce -0.6% 5,756,896 $1.1B
Geode Capital Management, LLC 0.06% Reduce -1.6% 4,370,363 $844.4M
State Farm Mutual Automobile Insurance Co. 0.71% No change 4,122,590 $799.7M
Invesco Ltd. 0.12% Add +2.2% 3,631,905 $704.6M
Norges Bank 0.05% Add +2.3% 2,237,378 $434.0M
Northern Trust Corp. 0.04% Reduce -3.5% 1,660,461 $322.1M
Dimensional Fund Advisors LP 0.07% Reduce -0.4% 1,604,886 $311.3M
Massachusetts Financial Services Co. 0.09% Add +1.4% 1,526,112 $296.1M
M&T Bank Corp 0.99% Reduce -0.0% 1,486,878 $288.4M
Nuveen, LLC 0.07% Add +1.4% 1,380,685 $267.8M
Bank of New York Mellon Corp 0.05% Reduce -4.7% 1,375,243 $266.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +16.5% 1,219,148 $236.5M
UBS Group AG 0.05% Reduce -9.0% 1,123,002 $217.9M
London Co. of Virginia 1.20% Reduce -4.1% 1,091,696 $211.8M
Legal & General Group Plc 0.05% Add +5.1% 1,054,360 $204.5M
First Trust Advisors LP 0.16% Reduce -25.3% 1,047,429 $203.2M
Bank of America Corp. 0.02% Reduce -12.3% 1,018,745 $197.6M
Charles Schwab Investment Management Inc. 0.03% Reduce -1.8% 1,009,550 $195.8M
Goldman Sachs Group Inc. 0.03% Reduce -8.8% 1,001,506 $194.3M
Menora Mivtachim Holdings LTD. 0.86% No change 773,119 $150.0M
Thrivent Financial for Lutherans 0.30% Add +621.1% 687,580 $133.4M
Barclays PLC 0.05% Add +19.7% 610,545 $118.4M
Marshall Wace, LLP 0.14% Add +6.2% 584,438 $113.4M
Jennison Associates LLC 0.07% Add +2024.0% 583,241 $113.1M
Wells Fargo & Company 0.02% Add +9.9% 555,916 $107.8M
Manufacturers Life Insurance Company, The 0.09% Reduce -5.1% 534,978 $103.8M
Deutsche Bank AG 0.04% Reduce -11.5% 518,590 $100.6M
Alliancebernstein L.P. 0.03% Add +9.8% 518,150 $100.5M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +3.1% 463,669 $89.9M
Los Angeles Capital Management LLC 0.32% Reduce -22.8% 443,834 $86.1M
HSBC Holdings PLC 0.05% Reduce -7.4% 431,028 $83.7M
Clearbridge Investments, LLC 0.06% Reduce -3.8% 395,886 $76.8M
Smead Capital Management, Inc. 1.51% Reduce -11.8% 388,621 $75.4M
Amundi 0.03% Reduce -21.4% 365,496 $73.1M
Stifel Financial Corp. 0.07% Reduce -1.1% 374,541 $72.7M
Ameriprise Financial Inc. 0.02% Reduce -8.6% 368,307 $71.4M
Anchor Capital Advisors LLC 2.07% Add +5.6% 363,188 $70.5M
RNC Capital Management LLC 3.42% Add +0.3% 363,058 $70.4M
Huntington National Bank 0.61% Reduce -15.7% 361,254 $70.1M
Brandywine Global Investment Management, LLC 0.49% Add +1.8% 355,735 $69.0M
Royal Bank of Canada 0.01% Add +1.6% 354,110 $68.7M
Bank of Montreal 0.03% Reduce -16.4% 344,051 $66.7M
Federated Hermes, Inc. 0.12% Reduce -14.1% 337,762 $65.5M
Davis Asset Management, L.P. 2.45% No change 325,000 $63.0M
Victory Capital Management Inc. 0.04% Add +79.4% 318,995 $61.9M
Cooke & Bieler LP 0.62% Add +18.1% 318,930 $61.9M
Rhumbline Advisers 0.05% Reduce -0.8% 315,186 $61.1M
California Public Employees Retirement System 0.04% Add +6.5% 310,726 $60.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +5.8% 309,543 $60.0M
Jane Street Group, LLC 0.10% Reduce -23.2% 304,212 $59.0M
Canoe Financial LP 0.82% Add +24443.7% 295,506 $57.3M
BNP Paribas Financial Markets 0.04% Reduce -7.3% 287,832 $55.8M
LSV Asset Management 0.13% Reduce -3.1% 285,650 $55.4M
Junto Capital Management LP 1.17% New 285,020 $55.3M
Envestnet Asset Management Inc. 0.02% Add +0.4% 269,973 $52.4M
Agf Management Ltd. 0.24% Reduce -15.2% 265,632 $51.5M
National Pension Service 0.04% Add +0.7% 257,334 $49.9M
Absher Wealth Management, LLC 5.95% Add +7.1% 247,573 $48.0M
Berkshire Asset Management LLC 2.17% Add +0.9% 246,963 $47.9M
T. Rowe Price Associates Inc. 0.01% Reduce -2.2% 235,540 $45.7M
California State Teachers Retirement System 0.05% Reduce -3.4% 235,449 $45.7M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.27% Add +9.5% 232,896 $45.2M
AQR Capital Management 0.04% Add +12.4% 232,343 $45.1M
Natixis Advisors, LLC 0.06% Add +10.8% 207,582 $40.3M
CANADA LIFE ASSURANCE Co 0.06% Reduce -11.6% 201,934 $39.2M
Artemis Investment Management LLP 0.50% New 201,704 $39.1M
Advisors Capital Management, LLC 0.52% Add +4.9% 194,136 $37.7M
Principal Financial Group Inc. 0.02% Reduce -6.2% 182,652 $35.4M
Sapient Capital LLC 0.62% Reduce -3.4% 178,685 $34.7M
Lansforsakringar Fondforvaltning AB (publ) 0.20% Reduce -18.4% 176,952 $34.3M
Citigroup Inc. 0.02% Reduce -35.1% 170,090 $33.0M
Artisan Partners Limited Partnership 0.05% Reduce -0.3% 169,354 $32.9M
STRS Ohio 0.12% Add +1.5% 167,879 $32.6M
LGT Capital Partners LTD. 1.43% Reduce -10.0% 166,141 $32.2M
Korea Investment CORP 0.07% Add +126.6% 158,250 $30.7M
Invenomic Capital Management LP 1.74% Add +86.7% 158,053 $30.7M
Schroder Investment Management Group 0.03% Reduce -1.4% 155,718 $30.2M
Russell Investments Group, Ltd. 0.04% Reduce -2.8% 150,246 $29.1M
Polaris Capital Management, LLC 1.93% Reduce -10.0% 149,594 $29.0M
National Bank of Canada 0.03% Add +68.4% 149,327 $29.0M
Tocqueville Asset Management L.P. 0.44% Reduce -4.0% 148,615 $28.8M
Ensign Peak Advisors, Inc 0.05% Reduce -10.4% 147,256 $28.6M
New York State Teachers Retirement System 0.06% Reduce -0.1% 146,843 $28.5M
Canada Pension Plan Investment Board 0.02% Add +5453.4% 141,944 $27.5M
State Board of Administration of Florida Retirement System 0.04% Add +0.4% 130,195 $25.3M
Raymond James Financial Inc. 0.01% Add +5.3% 124,184 $24.1M
Aberdeen Group plc 0.04% Add +5.0% 123,639 $24.0M
LPL Financial LLC 0.01% Add +1.4% 123,623 $24.0M
New York State Common Retirement Fund 0.03% No change 119,700 $23.2M
Rafferty Asset Management, LLC 0.07% Reduce -9.3% 113,467 $22.0M
Two Sigma Investments, LP 0.04% Reduce -35.4% 111,803 $21.7M
DNB Asset Management AS 0.09% Add +1.0% 111,342 $21.6M
Vest Financial, LLC 0.30% Reduce -32.0% 110,032 $21.3M
Sei Investments Co. 0.02% Add +11.0% 106,414 $20.6M
Sound Income Strategies, LLC 1.17% Reduce -5.5% 105,567 $20.5M
Maltese Capital Management LLC 2.89% Add +12.3% 105,000 $20.4M
Oppenheimer Asset Management Inc. 0.23% Add +2.6% 104,596 $20.3M
Millennium Management 0.02% Reduce -72.2% 102,769 $19.9M
General American Investors Co. Inc. 1.32% No change 101,100 $19.6M
SG Americas Securities, LLC 0.09% Add +932.4% 100,169 $19.4M
Curi Capital, LLC 0.37% Reduce -4.7% 99,200 $19.2M
Prudential Financial Inc. 0.02% Reduce -41.7% 97,924 $19.0M
Holocene Advisors, LP 0.05% New 97,917 $19.0M
Rhino Investment Partners, Inc 5.15% Add +54.0% 96,911 $18.8M
Speece Thorson Capital Group Inc. 3.76% Add +15.3% 95,090 $18.4M
Aviva PLC 0.04% Add +80.3% 93,040 $18.0M
State of Wisconsin Investment Board 0.04% Reduce -16.9% 92,824 $18.0M
Picton Mahoney Asset Management 0.25% Add +33.1% 91,631 $17.8M
Callodine Capital Management, LP 1.82% Add +229.6% 90,632 $17.6M
Danske Bank A/S 0.04% Add +22.0% 89,320 $17.3M
PNC Financial Services Group, Inc. 0.01% Add +4.1% 89,051 $17.3M
Matrix Asset Advisors Inc. 1.70% Add +0.0% 86,836 $16.8M
Bridgewater Associates 0.07% Add +914.9% 85,508 $16.6M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -2.5% 85,434 $16.6M
Janney Montgomery Scott LLC 0.04% Reduce -2.1% 84,227 $16.3M
Toronto Dominion Bank 0.03% Add +5.3% 82,639 $16.0M
Verition Fund Management LLC 0.10% Reduce -30.9% 81,986 $15.9M
FIL Ltd 0.01% Add +9.4% 81,295 $15.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +1.1% 80,718 $15.7M
APG Asset Management N.V. 0.05% Add +3.1% 92,400 $15.3M
Royal London Asset Management Ltd. 0.03% Reduce -1.3% 76,662 $14.9M
Treasurer of the State of North Carolina 0.05% Reduce -0.1% 75,945 $14.7M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -48.2% 75,903 $14.7M
Andra AP-fonden 0.20% Add +30.9% 74,500 $14.5M
Pictet Asset Management Holding SA 0.01% Reduce -1.5% 73,428 $14.2M
1832 Asset Management L.P. 0.02% Add +22.1% 73,257 $14.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -15.5% 72,842 $14.1M
Truist Financial Corp. 0.02% Reduce -4.9% 72,466 $14.1M
Commonwealth Equity Services, LLC 0.02% Add +1.5% 70,162 $13.6M
Asset Management One Co., Ltd. 0.04% Reduce -2.2% 68,283 $13.2M
Point72 Europe (London) LLP 0.67% New 67,500 $13.1M
Quantinno Capital Management LP 0.06% Add +24.7% 67,460 $13.1M
Evergreen Capital Management LLC 0.39% Add +2.1% 66,635 $12.9M
Susquehanna International Group, LLP 0.02% Add +9.9% 66,099 $12.8M
Exencial Wealth Advisors, LLC 0.44% Reduce -3.6% 64,387 $12.5M
Qube Research & Technologies Ltd 0.02% Reduce -60.1% 63,866 $12.4M
American Century Companies Inc. 0.01% Reduce -0.7% 61,629 $12.0M
Mn Services Vermogensbeheer B.V. 0.08% Add +1.0% 60,600 $11.8M
State of Tennessee, Department of Treasury 0.04% Reduce -1.4% 60,550 $11.7M
Two Sigma Advisers, LP 0.02% Reduce -44.5% 59,791 $11.6M
KLP Kapitalforvaltning As 0.05% Add +5.7% 58,904 $11.4M
TD Asset Management Inc 0.01% Reduce -3.9% 58,864 $11.4M
Nisa Investment Advisors, LLC 0.05% Reduce -0.2% 58,032 $11.3M
Panagora Asset Management Inc. 0.05% Add +744.2% 56,188 $10.9M
Sienna Gestion 0.75% Add +11.0% 61,168 $10.8M
Nomura Asset Management Co. Ltd. 0.03% Add +5.3% 55,665 $10.8M
Arrowstreet Capital, Limited Partnership 0.01% New 55,560 $10.8M
Northwest & Ethical Investments L.P. 0.27% Reduce -1.0% 55,240 $10.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Reduce -1.2% 54,341 $10.5M
Macquarie Group Ltd. 0.01% Reduce -21.5% 53,164 $10.3M
Resona Asset Management Co.,Ltd. 0.05% Add +3.0% 52,839 $10.2M
Public Employees Retirement System of Ohio 0.03% Reduce -4.4% 52,610 $10.2M
Gabelli Funds LLC 0.07% Reduce -2.2% 51,907 $10.1M
Reinhart Partners, Llc. 0.34% Reduce -8.7% 51,616 $10.0M
Osaic Holdings, Inc. 0.02% Add +15.6% 51,420 $9.9M
Davis Selected Advisers 0.05% Reduce -0.5% 50,948 $9.9M
State of New Jersey Common Pension Fund D 0.04% Reduce -0.1% 50,800 $9.9M
Hudson Bay Capital Management LP 0.07% Add +2407.1% 50,643 $9.8M
HighTower Advisors, LLC 0.01% Reduce -8.8% 50,468 $9.8M
Horizon Investments, LLC 0.15% Add +1991.5% 50,425 $9.8M
Caisse de depot et placement du Quebec 0.02% Reduce -60.9% 50,344 $9.8M
Calamos Advisors LLC 0.06% No change 49,389 $9.6M
Assenagon Asset Management S.A. 0.02% Reduce -56.1% 49,253 $9.6M
Boston Trust Walden Corp 0.07% Add +1.5% 49,012 $9.5M
Arizona State Retirement System 0.05% Reduce -1.0% 47,511 $9.2M
Brevan Howard Capital Management LP 0.10% Reduce -48.0% 47,492 $9.2M
State of Michigan Retirement System 0.05% Reduce -2.7% 46,501 $9.0M
Wealthfront Advisers LLC 0.02% Add +18.9% 46,278 $9.0M
O'Keefe Stevens Advisory, Inc. 2.51% Add +2.8% 45,975 $8.9M
Voya Investment Management LLC 0.01% Reduce -5.9% 45,527 $8.8M
Mutual of America Capital Management LLC 0.09% Add +6.3% 44,736 $8.7M
Lighthouse Investment Partners, LLC 0.36% Add +20.4% 42,291 $8.2M
KBC Group NV 0.02% Reduce -76.5% 41,921 $8.1M
ProShare Advisors LLC 0.02% Reduce -8.8% 41,777 $8.1M
Avantax Advisory Services, Inc. 0.04% Add +4.2% 41,666 $8.1M
MetLife Investment Management, LLC 0.05% Reduce -5.0% 40,933 $7.9M
Cutler Investment Counsel LLC 0.87% Reduce -0.4% 40,521 $7.9M
Hudson Edge Investment Partners Inc. 1.34% Add +6.3% 40,483 $7.9M
Assetmark, Inc. 0.02% Reduce -2.6% 40,401 $7.8M
Creative Planning 0.01% Add +4.4% 39,622 $7.7M
Arnhold LLC 0.70% No change 39,592 $7.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +3.8% 39,366 $7.6M
Czech National Bank 0.06% Add +3.0% 39,235 $7.6M
Algebris (uk) Ltd. 1.20% Reduce -66.6% 38,501 $7.5M
Cresset Asset Management, LLC 0.04% Reduce -4.1% 38,185 $7.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% Add +0.8% 38,121 $7.4M
Weiss Asset Management LP 0.14% Reduce -44.7% 38,110 $7.4M
O'shaughnessy Asset Management, LLC 0.05% Reduce -13.5% 37,490 $7.3M
HRT Financial LP 0.03% Reduce -87.2% 37,077 $7.2M
Franklin Resources Inc. 0.00% Reduce -24.6% 37,016 $7.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +5.6% 36,971 $7.2M
GMO 0.02% Reduce -35.0% 36,782 $7.1M
Comerica Bank 0.03% Reduce -2.0% 36,713 $7.1M
Westfield Capital Management Co. LP 0.03% Reduce -8.2% 36,424 $7.1M
IFM Investors Pty Ltd 0.07% Add +21.5% 36,187 $7.0M
Cerity Partners LLC 0.01% Reduce -10.6% 35,723 $6.9M
CIBC Asset Management Inc 0.02% Reduce -9.6% 34,897 $6.8M
Skandinaviska Enskilda Banken AB (publ) 0.03% No change 34,716 $6.7M
Retirement Systems of Alabama 0.02% Reduce -3.4% 34,443 $6.7M
Handelsbanken Fonder AB 0.02% Reduce -4.8% 33,987 $6.6M
German American Bancorp, Inc. 0.64% Add +1.2% 33,688 $6.5M
Courier Capital LLC 0.39% Reduce -0.7% 33,484 $6.5M
Fuller & Thaler Asset Management, Inc. 0.02% Reduce -0.6% 33,404 $6.5M
Achmea Investment Management B.V. 0.08% New 33,219 $6.4M
Brown Advisory Inc. 0.01% Reduce -1.3% 33,208 $6.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -0.9% 33,189 $6.4M
Public Sector Pension Investment Board 0.03% Reduce -25.6% 33,041 $6.4M
Gateway Investment Advisers LLC 0.07% Reduce -0.2% 32,634 $6.3M
Prudential PLC 0.04% Add +156.8% 32,575 $6.3M
Pathstone Holdings, LLC 0.02% Add +1.2% 32,042 $6.2M
Harvest Portfolios Group Inc. 0.14% Reduce -7.5% 31,966 $6.2M
DRW Securities, LLC 0.43% New 31,394 $6.1M
Cinctive Capital Management LP 0.34% Add +55.4% 31,522 $6.1M
Illinois Municipal Retirement Fund 0.08% Add +367.1% 31,411 $6.1M
Amalgamated Bank 0.05% Reduce -3.0% 31,232 $6.1M
Sky Investment Group LLC 1.08% Reduce -0.1% 31,042 $6.0M
Forsta Ap-Fonden 0.04% Reduce -2.8% 31,000 $6.0M
AXA S.A. 0.02% Add +23.9% 30,789 $6.0M
DekaBank Deutsche Girozentrale 0.01% Add +1.2% 30,240 $5.9M
Kimelman & Baird, LLC 0.47% No change 29,950 $5.8M
Monte Financial Group, LLC 2.24% Reduce -0.3% 29,749 $5.8M
Florida Trust Wealth Management Co 0.18% Reduce -10.8% 29,722 $5.8M
Cornerstone Wealth Group, LLC 0.42% Add +4.0% 29,051 $5.6M
Mackenzie Financial Corp. 0.01% Add +5.8% 28,793 $5.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +37.9% 27,671 $5.4M
Cetera Investment Advisers 0.01% Reduce -8.4% 27,314 $5.3M
Utah Retirement Systems 0.06% Reduce -1.3% 27,142 $5.3M
Private Advisor Group, LLC 0.03% Add +1.9% 26,728 $5.2M
Fieldview Capital Management, LLC 0.78% Add +134.9% 26,459 $5.1M
Orion Porfolio Solutions, LLC 0.04% Add +2.8% 26,335 $5.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +17.6% 26,011 $5.0M
Caxton Associates LLP 0.13% Add +403.9% 25,985 $5.0M
Man Group plc 0.01% Reduce -46.9% 25,955 $5.0M
Fiduciary Alliance LLC 0.38% Add +1.8% 25,905 $5.0M
Ethic Inc. 0.09% Add +20.8% 25,741 $5.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -19.4% 25,580 $5.0M
Robinson Value Management, Ltd. 3.11% Reduce -0.5% 25,513 $4.9M
Daymark Wealth Partners, LLC 0.19% Add +2.3% 25,329 $4.9M
Howard Capital Management, LLC 0.07% Reduce -6.9% 24,836 $4.8M
Allworth Financial LP 0.02% Add +33.7% 24,731 $4.8M
Teacher Retirement System of Texas 0.02% Add +1.7% 24,684 $4.8M
Police & Firemen's Retirement System of New Jersey 0.04% Add +1.9% 24,586 $4.8M
USS Investment Management Ltd 0.03% No change 24,591 $4.8M
HBK Sorce Advisory LLC 0.13% Add +0.0% 24,566 $4.8M
Daiwa Securities Group Inc. 0.02% Add +2.9% 24,333 $4.7M
Mariner, LLC 0.01% Reduce -26.7% 24,234 $4.7M
Federation des caisses Desjardins du Quebec 0.02% Add +22.5% 24,146 $4.7M
New York Life Investment Management LLC 0.04% Reduce -1.8% 24,128 $4.7M
Rock Point Advisors, LLC 1.32% Add +0.7% 24,069 $4.7M
Siena Capital Partners GP, LLC 1.36% No change 24,000 $4.7M
Xponance LLC 0.04% Add +2.0% 23,447 $4.5M
McCollum Christoferson Group LLC 1.35% No change 23,396 $4.5M
Corient Private Wealth LP 0.01% Reduce -8.0% 23,247 $4.5M
Bessemer Group Inc. 0.01% Reduce -18.0% 22,946 $4.5M
Lesa Sroufe & Co 4.07% No change 22,853 $4.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.9% 22,823 $4.4M
Van Eck Associates Corp. 0.01% Reduce -0.3% 22,823 $4.4M
Fisher Asset Management 0.00% Add +4.1% 22,080 $4.3M
Interval Partners, LP 0.10% New 21,522 $4.2M
Crawford Investment Counsel Inc. 0.07% Reduce -18.1% 21,501 $4.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +13.5% 20,996 $4.1M
GAMCO Investors 0.04% Add +0.3% 20,489 $4.0M
Sciencast Management LP 0.82% Add +1.7% 20,439 $4.0M
Lee Danner & Bass Inc. 0.31% No change 20,410 $4.0M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.5% 20,408 $4.0M
Cibc World Markets Corp. 0.03% Add +1.3% 20,281 $3.9M
Yousif Capital Management, LLC 0.04% Reduce -3.2% 20,063 $3.9M
Nuance Investments, LLC 0.30% Reduce -41.2% 20,025 $3.9M
Tidal Investments LLC 0.03% Add +49.7% 19,872 $3.9M
Grandfield & Dodd, LLC 0.22% Reduce -0.6% 19,331 $3.8M
Janus Henderson Group PLC 0.00% Reduce -4.6% 18,908 $3.7M
Focus Partners Wealth 0.01% Reduce -0.3% 18,778 $3.6M
Vanguard Personalized Indexing Management, LLC 0.04% Add +21.2% 18,709 $3.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +10.9% 18,650 $3.6M
Neuberger Berman Group LLC 0.00% Reduce -2.2% 18,276 $3.5M
State of Alaska, Department of Revenue 0.04% Reduce -7.2% 18,039 $3.5M
Avantax Planning Partners, Inc. 0.11% Add +7.1% 17,928 $3.5M
OP Asset Management Ltd 0.05% Add +1.6% 17,725 $3.4M
Beck Mack & Oliver LLC 0.06% Reduce -8.7% 17,451 $3.4M
Woodline Partners LP 0.02% Add +23.9% 17,363 $3.4M
Culbertson A N & Co. Inc. 0.51% Add +12.0% 17,169 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +6.1% 16,388 $3.3M
Candriam S.C.A. 0.02% Reduce -84.4% 16,997 $3.3M
Oddo BHF Asset Management Sas 0.13% Reduce -0.4% 16,980 $3.3M
Bank of Nova Scotia 0.01% Reduce -2.4% 16,902 $3.3M
Teewinot Capital Advisers, L.L.C. 0.27% Add +333.3% 16,828 $3.3M
Hussman Strategic Advisors, Inc. 0.74% Add +14.3% 16,800 $3.3M
NFJ Investment Group, LLC 0.11% Reduce -26.2% 16,572 $3.2M
OMERS ADMINISTRATION Corp 0.03% No change 16,460 $3.2M
Aster Capital Management (DIFC) Ltd 0.71% New 16,265 $3.2M
Abacus Planning Group, Inc. 0.46% Reduce -6.3% 16,104 $3.1M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.6% 15,998 $3.1M
B. Metzler seel. Sohn & Co. AG 0.03% No change 15,809 $3.1M
Lakewood Asset Management LLC 2.04% Add +0.2% 15,708 $3.0M
Founders Capital Management, LLC 0.52% Add +4.5% 15,628 $3.0M
Advisors Asset Management, Inc. 0.05% Reduce -19.1% 15,452 $3.0M
Sanctuary Advisors, LLC 0.02% Add +6.3% 15,292 $3.0M
Nordea Investment Management AB 0.00% Add +6.0% 14,955 $2.9M
NewEdge Advisors, LLC 0.01% Add +5.7% 15,019 $2.9M
&partners 0.02% Add +16.7% 14,837 $2.9M
Pacer Advisors, Inc. 0.01% Add +47.0% 14,649 $2.8M
St Germain D J Co. Inc. 0.12% Add +12.0% 14,553 $2.8M
Trust Co. of Vermont 0.13% Reduce -1.9% 14,537 $2.8M
Storebrand Asset Management As 0.01% Reduce -10.5% 14,348 $2.8M
Strategic Financial Services, Inc. 0.15% Reduce -2.1% 14,139 $2.7M
Oregon Public Employees Retirement Fund 0.05% Reduce -2.8% 13,838 $2.7M
Elizabeth Park Capital Advisors, Ltd. 2.37% Add +6.8% 13,600 $2.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 13,529 $2.6M
Avanza Fonder AB 0.08% No change 13,437 $2.6M
Basswood Capital Management, L.L.C. 0.13% No change 13,360 $2.6M
Daiichi Life Insurance Co., Ltd. 0.07% Add +119.1% 13,244 $2.6M
SlateStone Wealth, LLC 0.24% Reduce -3.2% 13,183 $2.6M
Ruffer LLP 0.11% Add +3.8% 13,020 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% Add +1.5% 12,988 $2.5M
Wilmington Savings Fund Society, FSB 0.04% Reduce -3.5% 12,967 $2.5M
Flputnam Investment Management Co. 0.04% Add +7.9% 12,760 $2.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.27% Add +0.8% 12,500 $2.4M
United Capital Financial Advisors, LLC 0.02% Add +224.0% 12,442 $2.4M
Dana Investment Advisors, Inc. 0.08% Reduce -0.8% 12,214 $2.4M
First National Trust Co 0.09% Add +0.5% 12,131 $2.4M
Hancock Whitney Corp. 0.04% Add +6.0% 12,014 $2.3M
Boston Partners 0.00% Add +2.5% 11,875 $2.3M
Park Avenue Securities LLC 0.02% Add +3.9% 11,857 $2.3M
Columbus Macro, LLC 0.28% Add +0.8% 11,710 $2.3M
Granite Group Advisors, LLC 1.37% Reduce -0.3% 11,696 $2.3M
Balyasny Asset Management L.P. 0.01% Add +184.5% 11,663 $2.3M
LRI Investments, LLC 0.19% Reduce -2.4% 11,443 $2.2M
Swiss Life Asset Management Ltd 0.01% Reduce -15.3% 11,334 $2.2M
Citadel Advisors 0.00% Reduce -86.2% 11,284 $2.2M
Rockefeller Capital Management L.P. 0.00% Add +9.7% 11,180 $2.2M
Hudock, Inc. 0.35% Add +4.4% 11,141 $2.2M
Mizuho Securities USA LLC 0.05% — 11,101 $2.2M
Sterling Capital Management LLC 0.03% Add +18.6% 11,003 $2.1M
Commonwealth Retirement Investments LLC 0.79% Reduce -22.2% 10,752 $2.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.47% No change 10,708 $2.1M
Northcape Wealth Management, LLC 0.63% Reduce -0.4% 10,702 $2.1M
Kentucky Retirement Systems 0.06% Reduce -6.2% 10,647 $2.1M
Hardman Johnston Global Advisors LLC 0.09% No change 10,630 $2.1M
Summit Trail Advisors, LLC 0.03% Add +680.0% 10,320 $2.0M
Keynote Financial Services LLC 1.35% Reduce -1.0% 10,223 $2.0M
Roberts Glore & Co. Inc. 0.57% Reduce -1.5% 10,098 $2.0M
Atria Wealth Solutions, Inc. 0.04% Reduce -8.0% 9,980 $2.0M
Fifth Third Bancorp 0.01% Add +1.8% 10,029 $1.9M
Barrett & Company, Inc. 0.72% Reduce -0.2% 9,950 $1.9M
Dynamic Advisor Solutions LLC 0.06% Reduce -0.5% 9,875 $1.9M
MML Investors Services, LLC 0.01% Reduce -13.9% 9,811 $1.9M
Blair William & Co. 0.01% Add +31.2% 9,799 $1.9M
Glenmede Investment Management, LP 0.01% — 9,790 $1.9M
SouthState Bank Corp 0.08% Add +28.4% 9,729 $1.9M
New Hampshire Trust 0.39% Reduce -1.9% 9,727 $1.9M
Hartford Investment Management Co. 0.06% Reduce -4.1% 9,712 $1.9M
Vinva Investment Management Ltd 0.05% Add +91.5% 9,722 $1.9M
PDT Partners, LLC 0.11% Reduce -59.2% 9,612 $1.9M
Hennion & Walsh Asset Management, Inc. 0.07% Add +2.6% 9,568 $1.9M
Swedbank AB 0.00% No change 9,462 $1.8M
Cozad Asset Management Inc. 0.16% Reduce -0.3% 9,360 $1.8M
Captrust Financial Advisors 0.00% Reduce -2.9% 9,213 $1.8M
Norinchukin Bank, The 0.03% Add +4.6% 9,151 $1.8M
NEOS Investment Management LLC 0.02% Add +24.4% 9,118 $1.8M
Occudo Quantitative Strategies LP 0.19% Add +166.4% 8,919 $1.7M
Charter Research & Investment Group, Inc. 1.29% Reduce -5.9% 8,878 $1.7M
US Bancorp \de 0.00% Add +6.0% 8,854 $1.7M
Cantor Fitzgerald Investment Advisors L.P. 0.12% No change 8,800 $1.7M
Essex Financial Services, Inc. 0.11% Add +10.3% 8,564 $1.7M
First United Bank & Trust 0.58% Reduce -0.8% 8,519 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -4.5% 8,500 $1.6M
Jones Financial Companies LLLP 0.00% Add +14.1% 8,477 $1.6M
Worldquant Millennium Advisors LLC 0.01% Add +1.9% 8,438 $1.6M
Gulf International Bank (UK) Ltd 0.06% Reduce -14.0% 8,392 $1.6M
AlphaQuest LLC 0.16% Reduce -61.1% 8,381 $1.6M
Securian Asset Management, Inc. 0.05% Reduce -4.3% 8,370 $1.6M
First Manhattan Co. Llc. 0.00% Reduce -14.2% 8,320 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -19.0% 8,294 $1.6M
Virtus Investment Advisers, LLC 0.54% Add +16.4% 8,279 $1.6M
Old Port Advisors 0.44% Reduce -13.2% 8,254 $1.6M
Abc Arbitrage SA 0.18% New 8,236 $1.6M
Praxis Investment Management Inc. 0.10% No change 8,184 $1.6M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -58.2% 8,137 $1.6M
Jacobi Capital Management LLC 0.10% Reduce -0.2% 8,117 $1.6M
Commerzbank Aktiengesellschaft 0.04% Add +27.3% 8,111 $1.6M
Ontario Teachers Pension Plan Board 0.03% Add +126.4% 8,111 $1.6M
Mercer Global Advisors Inc. 0.00% Reduce -14.3% 8,087 $1.6M
Tredje AP-fonden 0.01% No change 8,063 $1.6M
Aristotle Capital Management, LLC 0.00% New 8,036 $1.6M
Waldron Private Wealth LLC 0.07% No change 8,018 $1.6M
Silvant Capital Management LLC 0.06% No change 8,015 $1.6M
Bradley Foster & Sargent Inc. 0.02% Add +0.2% 8,013 $1.6M
Donoghue Forlines LLC 0.44% Reduce -5.6% 7,983 $1.5M
Allianz Asset Management GmbH 0.00% Reduce -38.1% 7,972 $1.5M
IFP Advisors, Inc 0.04% Reduce -8.1% 6,861 $1.5M
Manning & Napier Advisors LLC 0.02% Add +45.9% 7,949 $1.5M
Atria Investments, Inc 0.02% Add +47.4% 7,949 $1.5M
Catalyst Funds Management Pty Ltd 0.42% Reduce -39.7% 7,816 $1.5M
Means Investment Co., Inc. 0.14% Add +0.1% 7,807 $1.5M
Maryland State Retirement & Pension System 0.03% No change 7,768 $1.5M
ING Groep NV 0.01% Add +4.3% 7,763 $1.5M
Kestra Advisory Services, LLC 0.01% Reduce -1.6% 7,757 $1.5M
New Mexico Educational Retirement Board 0.05% No change 7,726 $1.5M
Bridgeway Capital Management, LLC 0.04% New 7,700 $1.5M
Connecticut Wealth Management, LLC 0.07% No change 7,687 $1.5M
Guggenheim Capital LLC 0.01% Reduce -6.9% 7,663 $1.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -26.2% 7,495 $1.5M
Savant Capital, LLC 0.01% Reduce -1.4% 7,543 $1.5M
Giverny Capital 0.05% Reduce -98.0% 7,540 $1.5M
AG2R La Mondiale Gestion D'actifs 0.07% Add +11.1% 7,404 $1.4M
Pinnacle Associates Ltd. 0.02% Reduce -1.0% 7,399 $1.4M
Erste Asset Management GmbH 0.01% Add +0.0% 7,374 $1.4M
Metis Global Partners, LLC 0.04% Reduce -11.5% 7,366 $1.4M
Bard Financial Services, Inc. 0.17% Reduce -13.5% 7,360 $1.4M
Commerce Bank 0.01% Reduce -1.1% 7,310 $1.4M
Tiaa Trust, National Association 0.00% Add +16.6% 7,140 $1.4M
Intech Investment Management LLC 0.01% Reduce -3.2% 6,856 $1.3M
Integrated Wealth Concepts LLC 0.01% Reduce -9.3% 6,812 $1.3M
Arlington Trust Co LLC 0.26% No change 6,750 $1.3M
Eastern Bank 0.02% Add +228.3% 6,337 $1.2M
Atom Investors LP 0.11% Reduce -81.4% 6,302 $1.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -0.4% 6,229 $1.2M
IFG Advisory, LLC 0.06% Reduce -1.1% 6,168 $1.2M
Quadrant Capital Group LLC 0.04% Add +11.6% 5,969 $1.2M
Merit Financial Group, LLC 0.01% Add +73.1% 5,936 $1.2M
Moors & Cabot, Inc. 0.05% Reduce -21.6% 5,927 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +28.5% 5,852 $1.1M
L.K. Benson & Company, P.C. 0.69% Add +29.0% 5,769 $1.1M
Cwm, LLC 0.00% Reduce -11.7% 5,767 $1.1M
XTX Topco Ltd 0.05% Add +408.9% 5,750 $1.1M
Aptus Capital Advisors, LLC 0.01% Add +44.0% 5,731 $1.1M
Bluesphere Advisors LLC 0.54% No change 5,557 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -13.1% 5,520 $1.1M
Empirical Finance, LLC 0.06% Add +0.8% 5,477 $1.1M
Ashton Thomas Private Wealth, LLC 0.04% Add +2.7% 5,342 $1.0M
Plato Investment Management Ltd 0.08% Add +0.0% 5,346 $1.0M
Parisi Gray Wealth Management 0.30% No change 5,324 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +3.0% 5,308 $1.0M
ASR Vermogensbeheer N.V. 0.01% Add +139.3% 5,307 $1.0M
JGP Wealth Management, LLC 0.12% Reduce -4.1% 5,213 $1.0M
Burns J W & Co. Inc. 0.12% Reduce -4.0% 5,141 $997K
Cora Capital Advisors LLC 0.44% Add +0.4% 5,137 $997K
Norway Savings Bank 0.51% Reduce -3.4% 5,132 $996K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -3.0% 5,121 $993K
Inceptionr LLC 0.23% New 5,098 $989K
Johnson Investment Counsel Inc. 0.01% Add +1.1% 5,017 $973K
Ally Financial Inc. 0.11% New 5,000 $970K
GAMMA Investing LLC 0.06% Add +26.4% 4,989 $968K
Vident Advisory, LLC 0.01% Add +8.6% 4,952 $961K
Modern Wealth Management, LLC 0.02% Add +2.1% 4,923 $955K
Tower Research Capital LLC (TRC) 0.03% Reduce -2.4% 4,907 $952K
Coldstream Capital Management Inc. 0.02% Add +28.8% 4,867 $944K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -38.2% 4,831 $937K
WNY Asset Management, LLC 0.10% Reduce -2.9% 4,770 $925K
Meitav Investment House Ltd. 0.01% Add +26.5% 4,733 $918K
Benjamin Edwards Inc. 0.01% Add +2.1% 4,724 $917K
Baird Financial Group, Inc. 0.00% Reduce -2.2% 4,692 $910K
Fiduciary Trust Co 0.01% Add +2.8% 4,670 $906K
Farmers & Merchants Investments Inc. 0.03% No change 4,631 $898K
MassMutual Private Wealth & Trust, FSB 0.02% Add +0.9% 4,625 $897K
Apollon Wealth Management, LLC 0.02% Reduce -1.1% 4,620 $896K
Staley Capital Advisers Inc. 0.04% No change 4,600 $892K
RKL Wealth Management LLC 0.08% Add +0.3% 4,585 $889K
Kintra Wealth, LLC 0.53% Reduce -0.7% 4,528 $878K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -6.5% 4,519 $877K
Infrastructure Capital Advisors, LLC 0.14% Add +3.2% 4,494 $872K
Hanson & Doremus Investment Management 0.12% No change 4,471 $867K
Vontobel Holding Ltd. 0.00% Add +5.0% 4,428 $859K
Farther Finance Advisors, LLC 0.02% Add +62.0% 4,416 $857K
Mutual Advisors, LLC 0.02% Reduce -2.9% 4,418 $856K
Sterling Investment Counsel, LLC 0.50% Reduce -0.6% 4,400 $854K
Glenview Trust Co 0.01% Add +1.2% 4,387 $851K
Lido Advisors, LLC 0.00% Reduce -3.7% 4,382 $850K
Pure Financial Advisors, LLC 0.01% Add +3.0% 4,371 $848K
EP Wealth Advisors, LLC 0.01% Add +77.2% 4,344 $843K
Squarepoint Ops LLC 0.00% Reduce -96.7% 4,316 $837K
Wedmont Private Capital 0.04% Reduce -0.5% 4,160 $834K
Ariel Investments 0.01% Add +94.7% 4,294 $833K
Procyon Advisors, LLC 0.08% Reduce -4.3% 4,263 $827K
Brookstone Capital Management 0.01% Reduce -5.8% 4,167 $808K
Haverford Trust Co 0.01% Add +2.5% 4,146 $804K
Applied Finance Capital Management, LLC 0.05% New 4,113 $798K
Dopkins Wealth Management, LLC 0.35% Reduce -35.2% 4,039 $783K
Nottingham Advisors, Inc. 0.12% Reduce -0.5% 4,029 $782K
Angel Oak Capital Advisors, LLC 1.10% No change 4,000 $776K
Investment Management Corp of Ontario 0.01% Reduce -15.0% 3,976 $771K
Bangor Savings Bank 0.07% Reduce -4.2% 3,961 $768K
XML Financial, LLC 0.07% Add +0.4% 3,954 $767K
M&G PLC 0.00% Reduce -93.4% 3,949 $766K
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -34.1% 3,935 $763K
Empowered Funds, LLC 0.01% Add +15.5% 3,921 $761K
Citizens & Northern Corp. 0.20% Add +39.8% 3,891 $755K
Gotham Asset Management 0.00% Add +5.9% 3,864 $750K
Meeder Advisory Services, Inc. 0.04% Add +20.0% 3,858 $748K
Mufg Securities Americas Inc. 0.06% Add +17.5% 3,849 $747K
Choreo, LLC 0.01% Reduce -5.5% 3,829 $743K
Emergent Wealth Advisors, LLC 0.47% Add +0.4% 3,820 $741K
Mount Lucas Management LP 0.35% New 3,816 $740K
DAVENPORT & Co LLC 0.00% Add +6.2% 3,809 $739K
Carnegie Investment Counsel 0.01% Add +40.7% 3,805 $738K
Mountain Pacific Investment Advisers LLC 0.05% Reduce -33.2% 3,787 $735K
Vise Technologies, Inc. 0.03% — 3,767 $731K
Kintegral Advisory, LLC 0.07% Reduce -0.2% 3,696 $717K
Brown Brothers Harriman & Co. 0.00% Add +0.7% 3,685 $715K
Howe & Rusling Inc. 0.05% Add +0.2% 3,682 $714K
StoneX Group Inc. 0.03% Reduce -10.1% 3,678 $713K
Atlantic Union Bankshares Corp 0.02% Add +198.0% 3,665 $711K
Qtron Investments LLC 0.09% No change 3,625 $703K
Patriot Financial Group Insurance Agency, LLC 0.08% Add +0.2% 3,620 $702K
HB Wealth Management, LLC 0.01% Reduce -10.9% 3,617 $702K
Shell Asset Management Co. 0.02% Add +502.7% 3,610 $700K
Farrell Financial LLC 0.47% Add +16.3% 3,606 $700K
Thoroughbred Financial Services, LLC 0.05% Reduce -11.5% 3,555 $689K
Hedeker Wealth, LLC 0.16% Reduce -0.3% 3,486 $676K
Parallel Advisors, LLC 0.01% Add +3.4% 3,459 $671K
OneDigital Investment Advisors LLC 0.01% Add +0.3% 3,446 $668K
Ostrum Asset Management 0.03% Reduce -2.8% 3,443 $668K
Philip James Wealth Mangement, LLC 0.09% Reduce -15.2% 3,432 $666K
Burney Co./ 0.02% Reduce -9.3% 3,414 $662K
Vestcor Inc 0.02% Reduce -0.6% 3,411 $662K
Aviance Capital Partners, LLC 0.09% Add +0.1% 3,405 $661K
Strategic Wealth Partners, Ltd. 0.05% — 3,400 $660K
Great Valley Advisor Group, Inc. 0.01% Add +0.1% 3,385 $657K
Sigma Planning Corp 0.02% Add +21.3% 3,361 $652K
West Branch Capital LLC 0.19% Reduce -19.8% 3,329 $646K
Raiffeisen Bank International AG 0.01% Add +10.6% 3,332 $637K
Western Wealth Management, LLC 0.04% No change 3,270 $634K
Pitcairn Co. 0.04% Reduce -61.4% 3,246 $630K
Crestwood Advisors Group, LLC 0.01% Add +1.7% 3,237 $628K
Hamilton Capital Partners Inc. 0.03% Add +16.4% 3,215 $624K
First Horizon Advisors, Inc. 0.02% Add +0.7% 3,183 $618K
Cutler Capital Management, LLC 0.26% No change 3,179 $617K
Bryant Woods Investment Advisors, LLC 0.27% Add +0.7% 3,166 $614K
Robeco Institutional Asset Management B.V. 0.00% Reduce -72.8% 3,145 $610K
Principle Wealth Partners LLC 0.04% Add +17.9% 3,138 $609K
Resurgent Financial Advisors LLC 0.33% Add +9.4% 3,131 $607K
Argent Trust Co 0.02% Add +10.4% 3,107 $603K
QRG Capital Management, Inc. 0.01% Add +8.1% 3,099 $601K
NorthCoast Asset Management LLC 0.00% Reduce -10.7% 3,078 $597K
Quadcap Wealth Management, LLC 0.08% Add +3.3% 3,067 $595K
Silver Oak Securities, Incorporated 0.05% Add +6.4% 3,058 $593K
Schonfeld Strategic Advisors LLC 0.00% Reduce -83.9% 3,035 $589K
iA Global Asset Management Inc. 0.01% New 3,019 $586K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.3% 3,013 $584K
Wealthspire Advisors, LLC 0.00% Add +3.4% 2,985 $579K
J. Safra Sarasin Holding AG 0.01% Add +134.1% 2,985 $579K
Crossmark Global Holdings, Inc. 0.01% Reduce -18.6% 2,967 $576K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -4.6% 2,948 $572K
Smartleaf Asset Management LLC 0.05% Reduce -13.3% 2,939 $570K
Legacy Wealth Asset Management, LLC 0.14% Reduce -0.9% 2,932 $569K
Citizens Financial Group Inc. 0.01% Add +17.3% 2,917 $566K
Lodestone Wealth Management LLC 0.27% Add +3.0% 2,990 $562K
Lazard Asset Management LLC 0.00% Add +24.6% 2,900 $562K
Bar Harbor Wealth Management 0.04% No change 2,896 $562K
Court Place Advisors, LLC 0.18% No change 2,873 $557K
Ibex Wealth Advisors 0.06% New 2,871 $557K
Forum Financial Management, LP 0.01% Reduce -0.3% 2,861 $555K
Fulton Bank, N.A. 0.02% Add +0.5% 2,856 $554K
Onyx Bridge Wealth Group LLC 0.07% Add +0.2% 2,832 $549K
Mather Group, Llc. 0.01% Reduce -7.2% 2,829 $549K
Independence Financial Advisors, LLC 0.21% Add +0.1% 2,827 $548K
CW Advisors, LLC 0.01% Add +11.0% 2,824 $548K
Laurion Capital Management LP 0.07% Reduce -80.3% 2,815 $546K
Independent Financial Group, LLC 0.01% Reduce -3.6% 2,800 $543K
VAUGHAN & Co SECURITIES, INC. 0.31% Reduce -0.3% 2,781 $539K
Beacon Investment Advisory Services, Inc. 0.02% Add +0.3% 2,776 $539K
Estabrook Capital Management 0.08% Reduce -14.7% 2,774 $538K
Financial Management Network Inc. 0.10% Reduce -4.5% 2,647 $536K
JB Capital LLC 0.03% Add +0.3% 2,694 $523K
Ballentine Partners, LLC 0.01% Reduce -6.8% 2,689 $522K
J2 Capital Management Inc 0.41% Add +14.1% 2,678 $520K
Canada Post Corp Registered Pension Plan 0.03% New 2,665 $517K
Montag A & Associates Inc. 0.03% No change 2,663 $517K
Snowden Capital Advisors LLC 0.02% Add +0.7% 2,661 $516K
Mystic Asset Management, Inc. 0.12% Add +6.3% 2,656 $515K
Legacy Financial Advisors, Inc. 0.08% Reduce -0.5% 2,651 $514K
Cibc World Market Inc. 0.00% Reduce -36.5% 2,614 $507K
Westover Capital Advisors, LLC 0.10% No change 2,606 $506K
L.M. Kohn & Company 0.14% Reduce -0.1% 2,587 $502K
Ransom Advisory, Ltd 0.23% No change 2,563 $497K
Carret Asset Management, LLC 0.05% No change 2,536 $492K
Flagship Harbor Advisors, LLC 0.02% Add +1.0% 2,532 $491K
CFS Investment Advisory Services, LLC 0.04% Add +1.0% 2,525 $490K
Foster Dykema Cabot & Partners, LLC 0.03% No change 2,503 $486K
Tritonpoint Wealth, LLC 0.04% Reduce -18.7% 2,499 $485K
Ieq Capital, LLC 0.00% Reduce -77.1% 2,492 $483K
Empirical Asset Management, LLC 0.15% Add +0.2% 2,486 $482K
Keybank National Association 0.00% Add +7.6% 2,482 $481K
Summit Financial, LLC 0.01% New 2,475 $480K
Meridian Wealth Management, LLC 0.02% Add +20.5% 2,468 $479K
River Wealth Advisors LLC 0.06% Reduce -2.0% 2,453 $476K
Plancorp, LLC 0.02% Add +0.7% 2,452 $476K
Profund Advisors LLC 0.02% Reduce -18.6% 2,413 $468K
AIA Group Ltd 0.01% No change 2,408 $467K
Foundations Investment Advisors, LLC 0.01% Add +5.7% 2,399 $465K
Forte Capital LLC 0.05% Add +0.3% 2,398 $465K
Valmark Advisers, Inc. 0.01% Add +28.4% 2,395 $465K
Greenleaf Trust 0.00% Reduce -4.0% 2,357 $457K
PFG Investments, LLC 0.03% Add +3.0% 2,357 $457K
V-Square Quantitative Management LLC 0.06% Add +18.3% 2,354 $457K
Cornell Pochily Investment Advisors, Inc. 0.15% Add +50.7% 2,343 $455K
Columbia Bank 0.14% Add +26.6% 2,259 $454K
King Wealth Management Group 0.06% No change 2,314 $449K
Siemens Fonds Invest GmbH 0.03% Add +20.9% 2,311 $448K
Valeo Financial Advisors, LLC 0.01% Add +36.1% 2,311 $448K
Argonautica Private Wealth Management, Inc. 0.14% No change 2,286 $443K
Resonant Capital Advisors, LLC 0.03% Add +3.8% 2,271 $441K
Sandhill Capital Partners LLC 0.03% Add +3.4% 2,267 $440K
Impact Partnership Wealth, LLC 0.08% Reduce -15.2% 2,263 $439K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.6% 2,234 $433K
Magnolia Capital Management Ltd. 0.35% No change 2,230 $433K
Lewis Asset Management, LLC 0.20% Add +0.1% 2,229 $432K
Clearview Wealth Advisors LLC 0.30% Add +0.1% 2,215 $430K
Clearstead Advisors, LLC 0.01% Add +14.7% 2,211 $429K
Blue Trust, Inc. 0.01% Add +20.2% 2,204 $428K
Ritholtz Wealth Management 0.01% Reduce -56.2% 2,203 $427K
US Asset Management LLC 0.37% Reduce -0.4% 2,200 $427K
Whittier Trust Co. 0.01% No change 2,159 $419K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -39.4% 2,155 $418K
Independent Solutions Wealth Management, LLC 0.08% No change 2,135 $414K
Morningstar Investment Management LLC 0.04% New 2,127 $413K
Excalibur Management Corp. 0.15% Reduce -1.6% 2,107 $409K
Ingalls & Snyder LLC 0.01% No change 2,103 $408K
Wedbush Securities Inc. 0.01% Reduce -1.6% 2,101 $408K
Fox Run Management, L.L.C. 0.07% New 2,103 $408K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -3.8% 2,079 $403K
Signaturefd, LLC 0.01% Add +8.2% 2,077 $403K
Integrated Quantitative Investments LLC 0.12% No change 2,070 $402K
Moneco Advisors, LLC 0.04% Reduce -0.4% 2,067 $401K
Independent Advisor Alliance 0.01% Add +1.5% 2,060 $400K
Breakwater Capital Group 0.07% Reduce -0.1% 2,060 $400K
Walleye Capital LLC 0.00% Add +2678.4% 2,056 $399K
Welch & Forbes LLC 0.01% No change 2,046 $397K
Prentice Wealth Management LLC 0.10% No change 2,045 $397K
Graypoint LLC 0.02% Add +28.1% 2,026 $393K
Compound Planning, Inc. 0.01% Reduce -8.8% 2,026 $393K
DF Dent & Co. Inc. 0.01% No change 2,025 $393K
LVW Advisors, LLC 0.04% Add +33.8% 2,010 $390K
Adage Capital Partners Gp, L.L.C. 0.00% Reduce -95.7% 2,007 $389K
Charter Capital Management, LLC\DE 0.23% — 2,000 $388K
Deltec Asset Management LLC 0.07% No change 2,000 $388K
AlphaCore Capital LLC 0.01% Reduce -6.0% 1,991 $386K
Wellington Shields & Co., LLC 0.11% No change 1,966 $381K
Mma Asset Management LLC 0.15% Reduce -1.9% 1,957 $380K
Global Retirement Partners, LLC 0.01% — 1,952 $379K
Sherbrooke Park Advisers LLC 0.16% Reduce -0.4% 1,930 $374K
AE Wealth Management LLC 0.00% Add +20.4% 1,926 $374K
Premier Path Wealth Partners, LLC 0.05% Add +0.7% 1,923 $373K
Trust Asset Management LLC 0.03% No change 1,920 $372K
Chicago Capital, LLC 0.01% No change 1,917 $372K
Kingsview Wealth Management, LLC 0.01% Add +0.6% 1,911 $371K
Mayflower Financial Advisors, LLC 0.05% Add +1.9% 1,911 $371K
Redwood Financial Network Corp 0.25% Add +12.8% 1,909 $370K
IHT Wealth Management, LLC 0.01% Reduce -1.3% 1,870 $363K
Fiducient Advisors LLC 0.04% Reduce -70.5% 1,870 $363K
Community Financial Services Group, LLC 0.07% No change 1,865 $362K
Addison Advisors LLC 0.09% Add +8.9% 1,863 $361K
Kestra Private Wealth Services, LLC 0.01% Add +8.6% 1,845 $358K
Eagle Bay Advisors LLC 0.30% Reduce -1.3% 1,842 $357K
CIBC Private Wealth Group LLC 0.00% Reduce -1.0% 1,839 $357K
Sage Investment Counsel LLC 0.41% No change 1,837 $356K
WealthTrust Axiom LLC 0.10% No change 1,835 $356K
GC Wealth Management RIA, LLC 0.03% Add +38.4% 1,805 $350K
Midwest Trust Co 0.00% — 1,798 $349K
Joel Isaacson & Co., LLC 0.01% Add +0.2% 1,795 $348K
Ellevest, Inc. 0.06% Add +19.3% 1,783 $346K
Perbak Capital Partners LLP 0.08% New 1,758 $341K
Seneca House Advisors 0.14% Add +15.3% 1,752 $340K
Beese Fulmer Investment Management, Inc. 0.03% Add +0.8% 1,752 $340K
Douglass Winthrop Advisors, LLC 0.01% No change 1,750 $339K
WealthCare Investment Partners, LLC 0.12% Reduce -17.2% 1,674 $339K
Level Financial Advisors 0.11% Reduce -0.2% 1,741 $338K
Geneos Wealth Management Inc. 0.01% Add +4.3% 1,727 $335K
SCS Capital Management LLC 0.00% Add +0.1% 1,714 $333K
Kathmere Capital Management, LLC 0.03% Reduce -14.5% 1,714 $332K
Diversify Advisory Services, LLC 0.01% New 1,735 $332K
Connors Investor Services Inc. 0.03% No change 1,704 $331K
Kingswood Wealth Advisors, LLC 0.03% Add +3.6% 1,700 $330K
Princeton Capital Management LLC 0.10% New 1,693 $328K
Salvus Wealth Management, LLC 0.19% Add +2.5% 1,688 $327K
Waverly Advisors, LLC 0.00% Reduce -0.3% 1,688 $327K
Novak & Powell Financial Services, Inc. 0.22% Add +0.5% 1,668 $324K
Latitude Advisors, LLC 0.16% Reduce -5.8% 1,652 $320K
Note Advisors, LLC 0.22% Reduce -7.5% 1,635 $317K
Empower Advisory Group, LLC 0.00% Add +1.2% 1,632 $317K
Cigna Investments Inc. 0.05% Reduce -3.1% 1,629 $316K
SevenBridge Financial Group, LLC 0.05% Reduce -2.5% 1,629 $311K
BLB&B Advisors, LLC 0.01% No change 1,602 $311K
BXM Wealth LLC 0.37% New 1,600 $310K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -5.0% 1,597 $310K
CX Institutional 0.01% Add +16.5% 1,580 $307K
MAI Capital Management 0.00% Add +17.5% 1,577 $306K
Collective Family Office LLC 0.08% Add +1.3% 1,571 $305K
Cobblestone Capital Advisors LLC 0.02% Reduce -0.1% 1,570 $305K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.8% 1,559 $302K
Abn Amro Investment Solutions 0.01% No change 1,554 $301K
Bradyco, Inc. 0.22% No change 1,545 $300K
Beacon Pointe Advisors, LLC 0.00% New 1,545 $300K
GeoWealth Management, LLC 0.01% Reduce -1.0% 1,539 $299K
Smallwood Wealth Investment Management, LLC 0.17% Add +0.2% 1,526 $296K
Ameritas Investment Partners, Inc. 0.01% Reduce -6.3% 1,515 $294K
Sagespring Wealth Partners, LLC 0.01% New 1,515 $294K
First National Bank of Omaha 0.02% No change 1,510 $293K
Armstrong, Fleming & Moore, Inc 0.16% New 1,481 $287K
Resources Management Corp. /CT/ 0.04% Reduce -73.1% 1,477 $287K
Leuthold Group, LLC 0.03% Reduce -94.3% 1,478 $287K
Zions Bancorporation, National Association 0.02% Reduce -2.9% 1,471 $285K
Diversified Trust Co. 0.01% Reduce -11.2% 1,471 $285K
Ascent Group, LLC 0.01% Reduce -92.3% 1,471 $285K
S-Bank Fund Management Ltd 0.04% Add +16.1% 1,468 $285K
Two Sigma Securities, LLC 0.04% New 1,464 $284K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 1,443 $280K
Armstrong Advisory Group, Inc. 0.02% Reduce -12.0% 1,436 $279K
Burns Matteson Capital Management, LLC 0.13% No change 1,425 $276K
Old North State Trust, LLC 0.19% No change 1,418 $275K
Good Life Advisors, LLC 0.02% No change 1,409 $273K
Venture Visionary Partners LLC 0.01% New 1,404 $272K
Fortitude Advisory Group L.L.C. 0.15% Reduce -0.5% 1,389 $269K
Sunbelt Securities, Inc. 0.02% Reduce -10.1% 1,431 $269K
EverSource Wealth Advisors, LLC 0.01% Add +41.1% 1,386 $269K
Traphagen Investment Advisors LLC 0.03% Add +1.4% 1,383 $268K
Quotient Wealth Partners, LLC 0.01% Add +6.2% 1,370 $266K
Silverlake Wealth Management LLC 0.08% Add +0.1% 1,362 $264K
Riggs Asset Managment Co. Inc. 0.06% Add +235.9% 1,357 $263K
MBB Public Markets I LLC 0.03% Reduce -19.2% 1,354 $263K
Investment House LLC 0.01% No change 1,350 $262K
Sageworth Trust Co 0.01% No change 1,350 $262K
Concurrent Investment Advisors, LLC 0.01% Add +6.4% 1,339 $260K
Checchi Capital Advisers, LLC 0.02% Reduce -16.1% 1,324 $257K
Community Bank, N.A. 0.03% No change 1,322 $256K
Patton Fund Management, Inc. 0.06% New 1,315 $255K
Carnegie Lake Advisors LLC 0.10% No change 1,313 $255K
Arkadios Wealth Advisors 0.01% Add +5.1% 1,312 $254K
International Assets Investment Management, LLC 0.02% New 1,311 $254K
Brown Capital Management LLC 0.01% Reduce -7.9% 1,308 $254K
Advisory Services Network, LLC 0.00% Reduce -71.8% 1,339 $253K
Successful Portfolios LLC 0.15% Reduce -0.4% 1,299 $252K
Optas, LLC 0.05% New 1,293 $251K
Strait & Sound Wealth Management LLC 0.11% Reduce -2.3% 1,290 $250K
Mill Creek Capital Advisors, LLC 0.01% Add +0.7% 1,287 $250K
GTS Securities LLC 0.01% Reduce -63.9% 1,286 $249K
Daner Wealth Management, LLC 0.17% — 1,301 $249K
Alliance Wealth Advisors, LLC 0.14% No change 1,281 $249K
Mgo One Seven LLC 0.01% Add +0.6% 1,279 $248K
Radnor Capital Management, LLC 0.04% No change 1,266 $246K
Callan Family Office, LLC 0.01% New 1,260 $244K
Oppenheimer & Co. Inc. 0.00% New 1,253 $243K
Voleon Capital Management LP 0.01% New 1,252 $243K
Banque Cantonale Vaudoise 0.01% Reduce -80.9% 1,246 $242K
Frederick Financial Consultants, LLC 0.15% Add +1.8% 1,239 $240K
Washington Trust Advisors, Inc. 0.02% No change 1,238 $240K
Prospera Financial Services Inc 0.00% Reduce -7.6% 1,235 $240K
Cary Street Partners Investment Advisory LLC 0.12% Add +1.9% 1,236 $240K
Woodmont Investment Counsel LLC 0.02% Reduce -6.8% 1,224 $237K
Shufro Rose & Co. LLC 0.02% Reduce -16.3% 1,326 $237K
Aaron Wealth Advisors LLC 0.02% Reduce -1.5% 1,212 $235K
Westpac Banking Corp. 0.02% Reduce -4.6% 1,212 $235K
YHB Investment Advisors, Inc. 0.02% Reduce -5.5% 1,211 $235K
Beacon Financial Group 0.02% Reduce -2.4% 1,210 $235K
HBW Advisory Services LLC 0.03% No change 1,208 $234K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -25.1% 1,208 $234K
Garda Capital Partners LP 0.07% Reduce -86.1% 1,204 $234K
Syon Capital LLC 0.02% New 1,200 $233K
Ascent Wealth Partners, LLC 0.03% No change 1,197 $232K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -8.4% 1,187 $230K
Tompkins Financial Corp. 0.02% No change 1,186 $230K
Wayfinding Financial, LLC 0.10% Add +7.3% 1,222 $230K
FORA Capital, LLC 0.03% New 1,181 $229K
TrueWealth Advisors, LLC 0.07% No change 1,180 $229K
Princeton Global Asset Management LLC 0.04% Reduce -44.4% 1,180 $229K
Hudson Portfolio Management LLC 0.21% Reduce -2.4% 1,176 $228K
Applied Capital LLC 0.17% No change 1,175 $228K
Gitterman Wealth Management, LLC 0.05% New 1,167 $227K
Heartwood Wealth Advisors LLC 0.02% Reduce -0.8% 1,170 $227K
Cornerstone Advisors Asset Management, LLC 0.04% No change 1,169 $227K
Alpine Woods Capital Investors, LLC 0.05% Reduce -3.3% 1,165 $226K
AssuredPartners Investment Advisors, LLC 0.06% Reduce -12.4% 1,164 $226K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,155 $224K
Sage Mountain Advisors LLC 0.01% New 1,153 $224K
Pinebridge Investments, L.P. 0.00% Add +1.4% 1,151 $223K
WBH Advisory Inc. 0.02% Reduce -40.1% 1,137 $221K
Capstone Investment Advisors, LLC 0.00% New 1,133 $220K
Davis Investment Partners, LLC 0.08% New 1,112 $220K
World Investment Advisors 0.01% Reduce -0.4% 1,124 $218K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -26.1% 1,104 $214K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -14.4% 1,101 $214K
Enhancing Capital LLC 0.16% New 1,100 $213K
Kovack Advisors, Inc. 0.02% New 1,089 $211K
JFS Wealth Advisors, LLC 0.01% Add +2.2% 1,085 $211K
Apella Capital, LLC 0.01% New 1,043 $209K
O'ROURKE & COMPANY, Inc 0.10% New 1,070 $208K
Neville Rodie & Shaw Inc. 0.02% New 1,062 $206K
Wilkins Investment Counsel Inc. 0.03% New 1,050 $204K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% New 1,050 $204K
Prime Capital Investment Advisors, LLC 0.00% Reduce -46.3% 1,048 $203K
NorthRock Partners, LLC 0.01% Reduce -15.1% 1,037 $201K
Parsons Capital Management Inc. 0.01% New 1,035 $201K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,008 $195K
Medallion Wealth Advisors, LLC 0.07% Reduce -5.1% 982 $193K
Brooklyn Investment Group 0.03% Add +42.1% 986 $191K
Hager Investment Management Services, LLC 0.11% No change 923 $179K
Bayforest Capital Ltd 0.08% New 916 $178K
PDS Planning, Inc 0.01% New 904 $175K
Board of the Pension Protection Fund 0.19% New 900 $175K
Central Pacific Bank - Trust Division 0.02% No change 900 $175K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% New 896 $174K
CI Investments Inc. 0.00% Add +6.1% 891 $173K
Penserra Capital Management LLC 0.00% Add +9.2% 892 $172K
Ossiam 0.00% Reduce -0.1% 769 $149K
HM Payson & Co. 0.00% No change 753 $146K
SBI Securities Co., Ltd. 0.00% Reduce -1.1% 717 $139K
Elevation Point Wealth Partners, LLC 0.01% New 687 $133K
NBT Bank, N.A. 0.01% No change 667 $129K
Versant Capital Management, Inc 0.02% Reduce -38.5% 656 $127K
Parkside Financial Bank & Trust 0.01% Add +6.4% 649 $126K
Marshall & Sterling Wealth Advisors Inc. 0.08% Add +3.8% 637 $123K
Private Trust Co. NA 0.01% Reduce -2.5% 628 $122K
Exchange Traded Concepts, LLC 0.00% Add +10.7% 582 $113K
UMB Bank, n.a. 0.00% Reduce -16.3% 576 $112K
Principal Securities, Inc. 0.00% Add +37.1% 562 $109K
Roxbury Financial LLC 0.11% Add +0.7% 562 $109K
Cary Street Partners Financial LLC 0.00% Add +3.0% 540 $105K
BankPlus Trust Department 0.03% No change 530 $103K
Sentry Investment Management LLC 0.06% No change 509 $102K
Cornerstone Planning Group LLC 0.02% Add +558.5% 540 $102K
Hemington Wealth Management 0.01% Reduce -0.6% 502 $97K
Mechanics Financial Corp 0.04% No change 500 $97K
Monetary Management Group Inc. 0.02% No change 500 $97K
Kentucky Trust Co 0.05% No change 490 $95K
MUFG Securities EMEA plc 0.00% New 474 $92K
Cromwell Holdings LLC 0.06% Add +4.4% 471 $91K
Bank & Trust Co 0.07% No change 462 $90K
Catalyst Capital Advisors LLC 0.00% New 453 $88K
CYBER HORNET ETFs LLC 0.06% New 431 $84K
Mark Sheptoff Financial Planning, LLC 0.04% No change 426 $83K
Arax Advisory Partners 0.00% Reduce -2.5% 426 $83K
Hazlett, Burt & Watson, Inc. 0.03% Add +6.9% 417 $81K
Grove Bank & Trust 0.01% Add +85.2% 413 $80K
1620 Investment Advisors, Inc. 0.06% No change 400 $78K
CoreCap Advisors, LLC 0.00% Add +506.1% 400 $78K
Concord Wealth Partners 0.01% Add +0.8% 389 $75K
Stone House Investment Management, LLC 0.01% Add +2.7% 377 $73K
AdvisorNet Financial, Inc 0.00% Add +0.8% 377 $73K
Ameritas Advisory Services, LLC 0.00% New 364 $71K
Ogorek Anthony Joseph /NY/ 0.02% Add +41.5% 358 $69K
First Command Advisory Services, Inc. 0.00% No change 352 $68K
SOA Wealth Advisors, LLC. 0.01% Add +0.6% 342 $66K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -1.5% 336 $65K
Harbor Investment Advisory, LLC 0.01% No change 331 $64K
Plante Moran Financial Advisors, LLC 0.00% Reduce -50.8% 310 $60K
Deseret Mutual Benefit Administrators 0.03% No change 297 $58K
CVA Family Office, LLC 0.01% Add +7.3% 296 $57K
Investors Research Corp 0.01% No change 295 $57K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -38.2% 277 $54K
Smithfield Trust Co 0.00% No change 270 $53K
Lanark Financial, Inc. 0.00% Reduce -50.7% 261 $50K
Cullen/Frost Bankers, Inc. 0.00% Add +1109.5% 254 $49K
Towne Trust Company, N.A 0.02% No change 250 $48K
Mascoma Wealth Management LLC 0.01% Add +0.4% 246 $48K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 240 $47K
Family Legacy Financial Solutions, LLC 0.04% — 236 $46K
Sierra Ocean, LLC 0.03% Reduce -7.5% 234 $45K
ORG Partners LLC 0.01% Add +115.4% 224 $44K
Clearstead Trust, LLC 0.01% Add +168.3% 220 $43K
Covestor Ltd 0.02% Add +11.5% 213 $42K
Spire Wealth Management 0.00% Reduce -0.9% 212 $41K
Banque Transatlantique SA 0.00% No change 200 $39K
Painted Porch Advisors LLC 0.02% Reduce -5.2% 200 $39K
SRH Advisors, LLC 0.01% No change 200 $39K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 196 $38K
HHM Wealth Advisors, LLC 0.00% No change 190 $37K
Twin Peaks Wealth Advisors, LLC 0.01% New 191 $36K
Asset Dedication, LLC 0.00% No change 177 $34K
TD Private Client Wealth LLC 0.00% Reduce -17.3% 177 $34K
TFC Financial Management, Inc. 0.00% Add +4.2% 175 $34K
WPG Advisers, LLC 0.03% Add +24.1% 175 $34K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +271.7% 171 $33K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -6.0% 171 $33K
Prestige Wealth Management Group LLC 0.01% No change 163 $32K
Golden State Wealth Management, LLC 0.00% Add +2214.3% 162 $31K
Harbour Investments, Inc. 0.00% Add +5.0% 147 $29K
Evermay Wealth Management LLC 0.00% New 147 $29K
Volterra Technologies LP 0.04% — 146 $28K
Key Financial Inc 0.01% No change 141 $27K
Citizens National Bank Trust Department 0.01% No change 140 $27K
Wealth Preservation Advisors, LLC 0.02% Add +0.7% 140 $27K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 132 $26K
VSM Wealth Advisory, LLC 0.01% No change 129 $25K
Cranbrook Wealth Management, LLC 0.01% New 128 $25K
Oakworth Capital, Inc. 0.00% Reduce -46.7% 128 $25K
Ancora Advisors LLC 0.00% Add +12500.0% 126 $24K
Millstone Evans Group, LLC 0.02% No change 125 $24K
Motco 0.00% No change 128 $24K
Westside Investment Management, Inc. 0.00% Add +161.7% 123 $24K
MV Capital Management, Inc. 0.00% Reduce -6.1% 123 $24K
Ascentis Wealth Management, LLC 0.01% Reduce -77.6% 117 $23K
Crowley Wealth Management, Inc. 0.02% Reduce -13.5% 115 $22K
Rossby Financial, LCC 0.01% Add +8.7% 113 $22K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +8.7% 113 $22K
Rialto Wealth Management, LLC 0.01% Reduce -8.9% 113 $22K
Larson Financial Group LLC 0.00% Reduce -82.9% 109 $21K
Summit Securities Group LLC 0.01% New 109 $21K
Rise Advisors, LLC 0.01% No change 108 $21K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Reduce -100.0% 108 $21K
Binnacle Investments Inc 0.01% No change 107 $21K
Private Wealth Management Group, LLC 0.01% No change 106 $21K
Ameriflex Group, Inc. 0.01% No change 102 $20K
Webster Bank, N. A. 0.00% No change 97 $19K
Costello Asset Management, INC 0.01% Add +5.5% 96 $19K
Quaker Wealth Management, LLC 0.01% — 95 $18K
NewSquare Capital LLC 0.00% Add +76.9% 92 $18K
BOK Financial Private Wealth, Inc. 0.00% No change 91 $18K
Piscataqua Savings Bank 0.01% No change 91 $18K
McIlrath & Eck, LLC 0.00% No change 79 $15K
Delta Asset Management LLC 0.00% No change 79 $15K
Bruce G. Allen Investments, LLC 0.01% No change 78 $15K
Physician Wealth Advisors, Inc. 0.00% Add +4.0% 77 $15K
Capital Advisors, Ltd. LLC 0.00% No change 70 $14K
Hantz Financial Services, Inc. 0.00% Add +500.0% 72 $14K
GW&K Investment Management, LLC 0.00% Add +1.4% 72 $14K
Wolff Wiese Magana LLC 0.01% Reduce -33.6% 71 $14K
TD Capital Management LLC 0.00% Add +250.0% 70 $14K
Rothschild Investment LLC 0.00% Reduce -26.6% 69 $13K
Caldwell Trust Co 0.00% No change 65 $13K
Financial Connections Group, Inc. 0.01% New 66 $12K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -1.6% 61 $12K
Parvin Asset Management, LLC 0.01% No change 58 $11K
Fortitude Family Office, LLC 0.00% Reduce -61.8% 58 $11K
Frazier Financial Advisors, LLC 0.01% No change 56 $11K
DT Investment Partners, LLC 0.00% No change 55 $11K
Salomon & Ludwin, LLC 0.00% No change 52 $10K
Hurley Capital, LLC 0.01% Add +1.9% 54 $10K
PFS Partners, LLC 0.01% No change 53 $10K
Red Tortoise LLC 0.00% No change 52 $10K
Tsfg, LLC 0.00% No change 51 $10K
Maseco LLP 0.00% — 50 $10K
Murphy & Mullick Capital Management Corp 0.01% No change 50 $10K
Caldwell Sutter Capital, Inc. 0.00% New 50 $10K
Glass Jacobson Investment Advisors llc 0.00% No change 50 $10K
Avion Wealth 0.00% Add +33.3% 48 $9K
AllSquare Wealth Management LLC 0.01% No change 46 $9K
Cape Investment Advisory, Inc. 0.00% No change 44 $9K
LGT Financial Advisors LLC 0.02% Add +5.0% 42 $8K
IMG Wealth Management, Inc. 0.01% New 42 $8K
Rosenberg Matthew Hamilton 0.00% No change 42 $8K
Coston, McIsaac & Partners 0.00% No change 44 $8K
Curio Wealth, LLC 0.00% Add +1950.0% 41 $8K
First Pacific Financial 0.00% Add +5.6% 38 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 37 $7K
Highline Wealth Partners LLC 0.00% Add +20.0% 36 $7K
Aventura Private Wealth, LLC 0.00% No change 36 $7K
Bell Investment Advisors, Inc 0.00% Add +38.5% 36 $7K
Alerus Financial NA 0.00% New 36 $7K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -2.7% 36 $7K
2UniFi Bank 0.00% New 35 $7K
Centennial Bank 0.00% No change 35 $7K
Howard Hughes Medical Institute 0.00% New 35 $7K
FSA Wealth Management LLC 0.00% No change 35 $7K
Hilltop National Bank 0.00% — 35 $7K
Bogart Wealth, LLC 0.00% Add +34.6% 35 $7K
Manchester Capital Management LLC 0.00% No change 34 $7K
TCTC Holdings, LLC 0.00% No change 32 $6K
Whipplewood Advisors, LLC 0.00% Reduce -51.6% 31 $6K
Hughes Financial Services, LLC 0.00% Add +7.1% 30 $6K
S&T Bank 0.00% No change 25 $5K
High Note Wealth, LLC 0.00% No change 25 $5K
Colonial Trust Co / SC 0.00% Add +38.9% 25 $5K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -7.4% 25 $5K
GHP Investment Advisors, Inc. 0.00% Add +14.3% 24 $5K
Quest 10 Wealth Builders, Inc. 0.00% No change 24 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 23 $4K
CGC Financial Services, LLC 0.00% No change 23 $4K
Brown, Lisle/Cummings, Inc. 0.00% No change 23 $4K
Abound Wealth Management 0.00% No change 22 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 22 $4K
American National Bank & Trust 0.00% New 21 $4K
True Wealth Design, LLC 0.00% Reduce -82.0% 20 $4K
Financial Management Professionals, Inc. 0.00% Reduce -39.4% 20 $4K
Sachetta, LLC 0.00% Add +72.7% 19 $4K
Raffa Wealth Management, LLC 0.00% Reduce -40.6% 19 $4K
Crews Bank & Trust 0.00% No change 18 $3K
Transamerica Financial Advisors, LLC 0.00% Reduce -42.9% 16 $3K
Dunhill Financial, LLC 0.00% Reduce -6.7% 14 $3K
New England Capital Financial Advisors LLC 0.00% No change 14 $3K
Beacon Capital Management, LLC 0.00% No change 14 $3K
Valley Wealth Managers, Inc. 0.00% New 14 $3K
MCF Advisors LLC 0.00% No change 13 $3K
Nova Wealth Management, Inc. 0.00% New 13 $3K
Activest Wealth Management 0.00% Add +71.4% 12 $2K
Total Investment Management Inc. 0.00% New 12 $2K
WealthTrak Capital Management LLC 0.00% Add +10.0% 11 $2K
CENTRAL TRUST Co 0.00% No change 10 $2K
Kilter Group LLC 0.00% New 8 $2K
Financial Network Wealth Advisors LLC 0.00% No change 7 $1K
Parkworth Wealth Management, Inc. 0.00% Add +250.0% 7 $1K
Iron Horse Wealth Management, LLC 0.00% No change 7 $1K
Ridgewood Investments LLC 0.00% No change 6 $1K
Nvwm, LLC 0.00% Reduce -14.3% 6 $1K
SJS Investment Consulting Inc. 0.00% Reduce -40.0% 6 $1K
Tortoise Investment Management, LLC 0.00% New 6 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 6 $1K
Wood Tarver Financial Group, LLC 0.00% No change 7 $1K
Valley National Advisers Inc. 0.00% Reduce -95.3% 5 $1K
Strengthening Families & Communities, LLC 0.00% New 5 $977
Essential Partners LLC 0.00% — 5 $970
Atlas Capital Advisors Inc. 0.00% No change 5 $969
DecisionPoint Financial, LLC 0.00% New 4 $790
HFM Investment Advisors, LLC 0.00% Add +100.0% 4 $776
Stephens Consulting, LLC 0.00% New 4 $776
Creative Financial Designs Inc. 0.00% No change 3 $605
IMA Advisory Services, Inc. 0.00% New 3 $582
WestEnd Advisors, LLC 0.00% Reduce -40.0% 3 $582
Beaird Harris Wealth Management, LLC 0.00% New 3 $582
Dogwood Wealth Management LLC 0.00% Reduce -81.8% 2 $402
Principia Wealth Advisory, LLC 0.00% Reduce -33.3% 2 $388
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $388
Leonteq Securities AG 0.00% No change 2 $388
GPS Wealth Strategies Group, LLC 0.00% New 2 $388
State of Wyoming 0.00% Reduce -100.0% 2 $388
Valued Wealth Advisors LLC 0.00% No change 1 $197
Mowery & Schoenfeld Wealth Management, LLC 0.00% Reduce -96.2% 1 $194
Aspect Partners, LLC 0.00% Reduce -83.3% 1 $194
Rakuten Securities, Inc. 0.00% No change 1 $194
Y.D. More Investments Ltd 0.00% Reduce -35.3% 152 $87

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