M & T BankMTB

13F holders, Q3 2025 (September 30)
1,056holders +31
91new positions
58sold out
10famous investors
$197.54avg. 13F price*

At the end of Q3 2025, 1,056 institutions reported holding M & T Bank Corp. (MTB) in their 13F filings, up 31 from Q2 2025. 91 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($3.8B), BlackRock, Inc. ($2.5B) and FMR LLC ($2.4B). 10 famous investors held it, including John W. Rogers Jr. (0.4% of Ariel Investments's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
M & T Bank Corp.
Filed as
M & T BK CORP (Q3 2025)
Sector
Finance
CUSIP
55261F104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions91$92.7M
Exits58$227.3M

All 13F filers, Q2 2025 → Q3 2025: 5,841,809 shares bought and 5,734,262 shares sold, net +107,547 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,056 holders

Vanguard Group Inc. 0.06% Reduce -1.3% 19,025,192 $3.8B
BlackRock, Inc. 0.04% Reduce -2.1% 12,420,844 $2.5B
FMR LLC 0.13% Add +4.3% 12,216,913 $2.4B
Wellington Management Group LLP 0.35% Add +2.8% 10,236,066 $2.0B
State Street Corp. 0.05% Reduce -2.3% 7,457,106 $1.5B
Morgan Stanley 0.07% Add +6.1% 6,216,724 $1.2B
JPMorgan Chase & Co. 0.07% Reduce -1.9% 5,649,762 $1.1B
Geode Capital Management, LLC 0.05% Reduce -1.3% 4,315,834 $849.5M
State Farm Mutual Automobile Insurance Co. 0.68% No change 4,122,590 $814.7M
Invesco Ltd. 0.11% Add +1.3% 3,680,386 $727.3M
Northern Trust Corp. 0.04% Reduce -3.0% 1,611,403 $318.4M
Dimensional Fund Advisors LP 0.07% Reduce -2.4% 1,567,032 $309.7M
M&T Bank Corp 0.99% Reduce -0.0% 1,486,712 $293.8M
Nuveen, LLC 0.07% Add +3.4% 1,428,207 $282.2M
Bank of New York Mellon Corp 0.05% Reduce -0.6% 1,366,888 $270.1M
Bank of America Corp. 0.02% Add +33.1% 1,355,592 $267.9M
Massachusetts Financial Services Co. 0.07% Reduce -22.6% 1,182,011 $233.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -9.1% 1,108,681 $219.1M
Legal & General Group Plc 0.05% Reduce -0.0% 1,054,277 $208.3M
London Co. of Virginia 1.14% Reduce -4.7% 1,040,819 $205.7M
UBS Group AG 0.04% Reduce -7.8% 1,034,896 $204.5M
Charles Schwab Investment Management Inc. 0.03% Reduce -1.8% 991,574 $196.0M
Goldman Sachs Group Inc. 0.03% Reduce -6.5% 936,405 $185.1M
Jennison Associates LLC 0.10% Add +44.1% 840,655 $166.1M
Menora Mivtachim Holdings LTD. 0.78% No change 773,119 $152.8M
Thrivent Financial for Lutherans 0.27% Reduce -2.9% 667,445 $131.9M
First Trust Advisors LP 0.10% Reduce -36.5% 664,860 $131.4M
Manufacturers Life Insurance Company, The 0.09% Add +6.4% 569,454 $112.5M
Wells Fargo & Company 0.02% Reduce -1.4% 547,975 $108.3M
Barclays PLC 0.04% Reduce -14.8% 520,185 $102.8M
Brandywine Global Investment Management, LLC 0.65% Add +32.5% 471,278 $93.1M
Alliancebernstein L.P. 0.03% Reduce -9.7% 467,720 $92.4M
HSBC Holdings PLC 0.05% Add +8.1% 466,088 $91.9M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -0.1% 463,133 $91.5M
Los Angeles Capital Management LLC 0.31% Add +2.9% 456,877 $90.3M
Canoe Financial LP 1.22% Add +46.8% 433,679 $85.7M
Deutsche Bank AG 0.03% Reduce -16.6% 432,360 $85.4M
Boston Partners 0.09% Add +3440.3% 420,413 $83.1M
Royal Bank of Canada 0.01% Add +13.7% 402,768 $79.6M
Clearbridge Investments, LLC 0.06% Reduce -2.2% 387,044 $76.5M
Stifel Financial Corp. 0.07% Add +1.6% 380,678 $75.2M
Huntington National Bank 0.58% Add +0.1% 361,650 $71.5M
RNC Capital Management LLC 3.29% Reduce -0.5% 361,434 $71.4M
Smead Capital Management, Inc. 1.38% Reduce -7.1% 361,011 $71.3M
Amundi 0.02% Add +2.1% 373,045 $70.9M
Anchor Capital Advisors LLC 2.04% Reduce -1.9% 356,387 $70.4M
Ameriprise Financial Inc. 0.02% Reduce -4.3% 352,650 $69.7M
LSV Asset Management 0.15% Add +19.9% 342,400 $67.7M
Davis Asset Management, L.P. 2.29% No change 325,000 $64.2M
Federated Hermes, Inc. 0.11% Reduce -4.1% 323,976 $64.0M
Cooke & Bieler LP 0.66% Add +1.4% 323,410 $63.9M
AQR Capital Management 0.04% Add +35.4% 314,641 $62.2M
Bank of Montreal 0.03% Reduce -8.6% 314,602 $62.2M
Millennium Management 0.05% Add +203.4% 311,825 $61.6M
California Public Employees Retirement System 0.04% Add +0.2% 311,334 $61.5M
Rhumbline Advisers 0.05% Reduce -2.0% 308,840 $61.0M
Korea Investment CORP 0.13% Add +94.5% 307,730 $60.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Reduce -0.6% 307,668 $60.8M
BNP Paribas Financial Markets 0.05% Add +2.8% 295,846 $58.5M
Russell Investments Group, Ltd. 0.07% Add +94.9% 292,839 $57.9M
CANADA LIFE ASSURANCE Co 0.08% Add +38.4% 279,537 $55.5M
Envestnet Asset Management Inc. 0.02% Add +2.2% 275,843 $54.5M
National Pension Service 0.04% Add +4.3% 268,504 $53.1M
Victory Capital Management Inc. 0.03% Reduce -18.8% 259,199 $51.2M
Munich Reinsurance Co Stock Corp in Munich 1.27% — 256,051 $50.6M
Absher Wealth Management, LLC 5.88% Add +0.6% 249,121 $49.2M
Berkshire Asset Management LLC 2.08% Add +0.4% 248,059 $49.0M
Natixis Advisors, LLC 0.07% Add +12.6% 233,650 $46.2M
T. Rowe Price Associates Inc. 0.00% Reduce -4.2% 225,686 $44.6M
California State Teachers Retirement System 0.05% Reduce -4.5% 224,960 $44.5M
Qube Research & Technologies Ltd 0.06% Add +217.1% 202,502 $40.0M
Advisors Capital Management, LLC 0.49% Add +2.7% 199,413 $39.4M
LGT Capital Partners LTD. 1.87% Add +17.5% 195,241 $38.6M
Ariel Investments 0.40% Add +4358.2% 191,434 $37.8M
Neuberger Berman Group LLC 0.03% Add +924.5% 187,246 $37.0M
Agf Management Ltd. 0.15% Reduce -33.7% 176,132 $34.8M
Lansforsakringar Fondforvaltning AB (publ) 0.18% Reduce -0.6% 175,931 $34.8M
Principal Financial Group Inc. 0.02% Reduce -3.9% 175,491 $34.7M
Sapient Capital LLC 0.53% Reduce -2.3% 174,519 $34.6M
Bridgewater Associates 0.12% Add +88.0% 160,727 $31.8M
Artisan Partners Limited Partnership 0.05% Reduce -5.1% 160,680 $31.8M
Jane Street Group, LLC 0.04% Reduce -47.3% 160,446 $31.7M
Citigroup Inc. 0.02% Reduce -6.2% 159,581 $31.5M
Walleye Capital LLC 0.27% Add +7412.6% 154,458 $30.5M
Schroder Investment Management Group 0.02% Reduce -2.6% 151,732 $30.1M
Danske Bank A/S 0.07% Add +67.8% 149,843 $29.6M
Polaris Capital Management, LLC 1.93% Reduce -0.8% 148,394 $29.3M
Tocqueville Asset Management L.P. 0.43% Reduce -0.5% 147,806 $29.2M
Invenomic Capital Management LP 1.52% Reduce -7.0% 146,967 $29.0M
New York State Teachers Retirement System 0.06% Reduce -1.8% 144,273 $28.5M
Caisse de depot et placement du Quebec 0.05% Add +166.1% 133,980 $26.5M
LPL Financial LLC 0.01% Add +6.2% 131,306 $25.9M
Raymond James Financial Inc. 0.01% Add +4.9% 130,289 $25.7M
STRS Ohio 0.09% Reduce -25.1% 125,744 $24.8M
Ensign Peak Advisors, Inc 0.04% Reduce -18.5% 119,977 $23.7M
Aberdeen Group plc 0.04% Reduce -3.8% 118,946 $23.3M
State Board of Administration of Florida Retirement System 0.04% Reduce -9.8% 117,475 $23.2M
Sei Investments Co. 0.02% Add +10.2% 117,307 $23.2M
New York State Common Retirement Fund 0.03% Reduce -4.6% 114,200 $22.6M
Quantinno Capital Management LP 0.06% Add +64.6% 111,058 $21.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +34.5% 108,587 $21.5M
Oppenheimer Asset Management Inc. 0.23% Add +1.5% 106,144 $21.0M
Assenagon Asset Management S.A. 0.03% Add +115.1% 105,938 $20.9M
Rafferty Asset Management, LLC 0.07% Reduce -6.8% 105,756 $20.9M
Candriam S.C.A. 0.11% Add +496.9% 101,459 $20.1M
Curi Capital, LLC 0.37% Add +2.2% 101,348 $20.0M
General American Investors Co. Inc. 1.25% No change 101,100 $20.0M
DNB Asset Management AS 0.07% Reduce -9.6% 100,683 $19.9M
State of Wisconsin Investment Board 0.04% Add +6.8% 99,108 $19.6M
Aviva PLC 0.04% Add +5.6% 98,278 $19.4M
Sound Income Strategies, LLC 1.02% Reduce -5.6% 99,685 $18.7M
Speece Thorson Capital Group Inc. 3.71% Reduce -1.1% 94,021 $18.6M
Adams Diversified Equity Fund, Inc. 0.62% New 93,600 $18.5M
PNC Financial Services Group, Inc. 0.01% Add +1.4% 90,288 $17.8M
Andra AP-fonden 0.22% Add +19.3% 88,900 $17.6M
Prudential Financial Inc. 0.02% Reduce -9.8% 88,361 $17.5M
Matrix Asset Advisors Inc. 1.60% Add +0.5% 87,269 $17.2M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +19.1% 86,731 $17.1M
Janney Montgomery Scott LLC 0.04% Add +1.2% 85,252 $16.8M
HRT Financial LP 0.06% Add +127.6% 84,381 $16.7M
O'shaughnessy Asset Management, LLC 0.10% Add +123.7% 83,870 $16.6M
AIA Group Ltd 0.29% Add +3364.4% 83,422 $16.5M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -5.9% 80,401 $15.9M
Maltese Capital Management LLC 2.44% Reduce -23.8% 80,000 $15.8M
APG Asset Management N.V. 0.04% Reduce -0.7% 91,800 $15.4M
Royal London Asset Management Ltd. 0.03% Reduce -0.1% 76,554 $15.1M
Cetera Investment Advisers 0.02% Add +175.1% 75,127 $14.8M
Truist Financial Corp. 0.02% Add +3.5% 74,970 $14.8M
Toronto Dominion Bank 0.03% Reduce -9.7% 74,630 $14.7M
1832 Asset Management L.P. 0.02% Reduce -0.7% 72,721 $14.4M
Asset Management One Co., Ltd. 0.04% Add +4.4% 71,282 $14.1M
Treasurer of the State of North Carolina 0.04% Reduce -7.3% 70,385 $13.9M
Canada Pension Plan Investment Board 0.01% Reduce -51.0% 69,517 $13.7M
Pictet Asset Management Holding SA 0.01% Reduce -5.4% 69,450 $13.7M
Callodine Capital Management, LP 1.20% Reduce -24.2% 68,732 $13.6M
Commonwealth Equity Services, LLC 0.02% Reduce -2.9% 68,164 $13.5M
Evergreen Capital Management LLC 0.31% Reduce -1.9% 65,342 $12.9M
Citadel Advisors 0.01% Add +475.6% 64,946 $12.8M
Exencial Wealth Advisors, LLC 0.41% Add +0.0% 64,395 $12.7M
Panagora Asset Management Inc. 0.05% Add +11.4% 62,600 $12.4M
American Century Companies Inc. 0.01% Add +1.4% 62,467 $12.3M
Adage Capital Partners Gp, L.L.C. 0.02% Add +3004.5% 62,307 $12.3M
Mn Services Vermogensbeheer B.V. 0.08% Add +1.5% 61,500 $12.2M
State of Tennessee, Department of Treasury 0.04% No change 60,550 $12.0M
KLP Kapitalforvaltning As 0.05% Add +0.5% 59,204 $11.7M
Nisa Investment Advisors, LLC 0.04% Add +0.9% 58,554 $11.6M
Vest Financial, LLC 0.15% Reduce -47.9% 57,281 $11.3M
TD Asset Management Inc 0.01% Reduce -2.8% 57,207 $11.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Add +5.3% 57,196 $11.3M
Nomura Asset Management Co. Ltd. 0.03% Reduce -0.4% 55,454 $11.0M
Horizon Investments, LLC 0.14% Add +8.0% 54,442 $10.8M
National Bank of Canada 0.01% Reduce -63.7% 54,180 $10.7M
HighTower Advisors, LLC 0.01% Add +5.4% 53,211 $10.5M
Alyeska Investment Group, L.P. 0.03% New 53,196 $10.5M
Osaic Holdings, Inc. 0.01% Add +2.0% 52,457 $10.5M
Northwest & Ethical Investments L.P. 0.25% Reduce -4.3% 52,849 $10.4M
Public Employees Retirement System of Ohio 0.03% Reduce -0.1% 52,534 $10.4M
Prudential PLC 0.07% Add +58.1% 51,503 $10.2M
Man Group plc 0.02% Add +97.7% 51,304 $10.1M
Davis Selected Advisers 0.05% Add +0.2% 51,027 $10.1M
Brevan Howard Capital Management LP 0.15% Add +6.9% 50,765 $10.0M
Gabelli Funds LLC 0.07% Reduce -2.3% 50,737 $10.0M
Susquehanna International Group, LLP 0.01% Reduce -23.3% 50,717 $10.0M
Resona Asset Management Co.,Ltd. 0.05% Reduce -4.9% 50,243 $9.9M
Calamos Advisors LLC 0.06% No change 49,389 $9.8M
State of New Jersey Common Pension Fund D 0.04% Reduce -3.2% 49,161 $9.7M
Jupiter Asset Management Ltd. 0.08% New 48,843 $9.7M
Reinhart Partners, Llc. 0.31% Reduce -5.4% 48,821 $9.6M
FIL Ltd 0.01% Reduce -40.8% 48,125 $9.5M
Verition Fund Management LLC 0.06% Reduce -41.9% 47,666 $9.4M
Arizona State Retirement System 0.05% Reduce -0.3% 47,352 $9.4M
Illinois Municipal Retirement Fund 0.12% Add +48.8% 46,741 $9.2M
Assetmark, Inc. 0.02% Add +15.4% 46,633 $9.2M
Credit Agricole S A 0.03% — 46,539 $9.2M
O'Keefe Stevens Advisory, Inc. 2.48% Add +1.0% 46,416 $9.2M
Mutual of America Capital Management LLC 0.10% Add +3.6% 46,367 $9.2M
Cambria Investment Management, L.P. 0.55% New 46,016 $9.1M
State of Michigan Retirement System 0.04% Reduce -2.8% 45,201 $8.9M
Dark Forest Capital Management LP 0.33% New 44,361 $8.8M
Wealthfront Advisers LLC 0.02% Reduce -4.5% 44,220 $8.7M
Sienna Gestion 0.60% Reduce -21.6% 47,959 $8.6M
Rhino Investment Partners, Inc 2.59% Reduce -57.2% 41,478 $8.2M
Creative Planning 0.01% Add +2.8% 40,725 $8.0M
Hudson Edge Investment Partners Inc. 1.30% Add +0.1% 40,543 $8.0M
Cutler Investment Counsel LLC 0.83% Reduce -1.0% 40,115 $7.9M
Czech National Bank 0.05% Add +1.2% 39,690 $7.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +6.9% 39,534 $7.8M
Cresset Asset Management, LLC 0.03% Add +2.9% 39,277 $7.8M
MetLife Investment Management, LLC 0.04% Reduce -5.3% 38,776 $7.7M
Comerica Bank 0.03% Add +5.1% 38,597 $7.6M
Arnhold LLC 0.63% Reduce -3.1% 38,377 $7.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -4.7% 37,525 $7.4M
Cerity Partners LLC 0.01% Add +3.8% 37,063 $7.3M
IFM Investors Pty Ltd 0.06% Add +0.4% 36,344 $7.3M
Fisher Asset Management 0.00% Add +64.0% 36,215 $7.2M
ProShare Advisors LLC 0.01% Reduce -13.4% 36,169 $7.1M
German American Bancorp, Inc. 0.63% Add +7.1% 36,074 $7.1M
KBC Group NV 0.02% Reduce -14.0% 36,064 $7.1M
Brown Advisory Inc. 0.01% Add +8.1% 35,912 $7.1M
CIBC Asset Management Inc 0.02% Reduce -0.3% 34,806 $6.9M
Voya Investment Management LLC 0.01% Reduce -25.3% 34,003 $6.7M
Public Sector Pension Investment Board 0.02% Add +1.9% 33,668 $6.7M
Retirement Systems of Alabama 0.02% Reduce -3.2% 33,335 $6.6M
Achmea Investment Management B.V. 0.08% No change 33,219 $6.6M
McCollum Christoferson Group LLC 1.87% Add +41.0% 32,986 $6.5M
Courier Capital LLC 0.37% Reduce -1.8% 32,891 $6.5M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -5.7% 32,751 $6.5M
Forsta Ap-Fonden 0.04% Add +5.5% 32,700 $6.5M
Harvest Portfolios Group Inc. 0.12% Add +1.6% 32,464 $6.4M
Mariner, LLC 0.01% Add +33.6% 32,368 $6.4M
Private Advisor Group, LLC 0.03% Add +20.9% 32,318 $6.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -2.7% 32,281 $6.4M
Pathstone Holdings, LLC 0.02% Reduce -0.3% 31,929 $6.3M
B. Metzler seel. Sohn & Co. AG 0.06% Add +101.8% 31,910 $6.3M
Gateway Investment Advisers LLC 0.06% Reduce -2.4% 31,858 $6.3M
Handelsbanken Fonder AB 0.02% Reduce -8.7% 31,045 $6.1M
Sky Investment Group LLC 1.05% Reduce -0.5% 30,897 $6.1M
Westfield Capital Management Co. LP 0.03% Reduce -16.2% 30,525 $6.0M
DekaBank Deutsche Girozentrale 0.01% No change 30,240 $6.0M
Kimelman & Baird, LLC 0.46% No change 29,950 $5.9M
GMO 0.02% Reduce -18.6% 29,921 $5.9M
Cornerstone Wealth Group, LLC 0.40% Add +2.6% 29,814 $5.9M
Amalgamated Bank 0.04% Reduce -4.6% 29,805 $5.9M
Mackenzie Financial Corp. 0.01% Add +0.5% 28,940 $5.7M
NFJ Investment Group, LLC 0.20% Add +73.8% 28,805 $5.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +8.0% 28,085 $5.5M
Florida Trust Wealth Management Co 0.16% Reduce -6.2% 27,882 $5.5M
Fuller & Thaler Asset Management, Inc. 0.02% Reduce -17.0% 27,714 $5.5M
AXA Investment Managers S.A. 0.01% — 27,299 $5.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -3.7% 26,639 $5.3M
Robinson Value Management, Ltd. 3.01% Add +3.1% 26,305 $5.2M
Utah Retirement Systems 0.05% Reduce -4.7% 25,855 $5.1M
Monte Financial Group, LLC 1.87% Reduce -13.7% 25,664 $5.1M
Daymark Wealth Partners, LLC 0.17% Add +0.4% 25,437 $5.0M
Fiduciary Alliance LLC 0.33% Reduce -2.7% 25,196 $5.0M
Police & Firemen's Retirement System of New Jersey 0.04% Add +1.4% 24,943 $4.9M
Daiwa Securities Group Inc. 0.02% Add +2.5% 24,941 $4.9M
Allworth Financial LP 0.02% Add +0.8% 24,916 $4.9M
Howard Capital Management, LLC 0.06% Add +0.1% 24,866 $4.9M
USS Investment Management Ltd 0.02% No change 24,591 $4.9M
Orion Porfolio Solutions, LLC 0.04% Reduce -8.0% 24,232 $4.8M
Corient Private Wealth LP 0.01% Add +3.5% 24,068 $4.8M
Siena Capital Partners GP, LLC 1.36% No change 24,000 $4.7M
Rock Point Advisors, LLC 1.25% Reduce -1.0% 23,826 $4.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.9% 23,711 $4.7M
Ethic Inc. 0.08% Reduce -9.6% 23,268 $4.6M
Entropy Technologies, LP 0.34% New 23,131 $4.6M
Bessemer Group Inc. 0.01% Add +0.8% 23,128 $4.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -9.8% 23,071 $4.6M
Xponance LLC 0.04% Reduce -2.1% 22,947 $4.5M
New York Life Investment Management LLC 0.04% Reduce -5.2% 22,880 $4.5M
Lesa Sroufe & Co 3.65% No change 22,853 $4.5M
Jain Global LLC 0.06% New 22,767 $4.5M
HBK Sorce Advisory LLC 0.11% Reduce -2.0% 24,076 $4.5M
AlphaQuest LLC 0.28% Add +159.2% 21,725 $4.3M
CIBC Bancorp USA Inc. 0.03% — 21,711 $4.3M
Franklin Resources Inc. 0.00% Reduce -41.9% 21,504 $4.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.4% 21,287 $4.2M
Crawford Investment Counsel Inc. 0.07% Reduce -1.7% 21,136 $4.2M
Van Eck Associates Corp. 0.00% Reduce -9.5% 20,658 $4.2M
Sciencast Management LP 0.78% Add +3.0% 21,045 $4.2M
Teacher Retirement System of Texas 0.02% Reduce -14.8% 21,038 $4.2M
Woodline Partners LP 0.02% Add +18.9% 20,653 $4.1M
Lee Danner & Bass Inc. 0.29% Reduce -0.1% 20,385 $4.0M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.3% 20,342 $4.0M
GAMCO Investors 0.04% Reduce -1.8% 20,122 $4.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +7.7% 20,091 $4.0M
Aristotle Capital Management, LLC 0.01% Add +149.1% 20,016 $4.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -74.1% 19,686 $3.9M
Federation des caisses Desjardins du Quebec 0.02% Reduce -18.6% 19,652 $3.9M
Macquarie Group Ltd. 0.00% Reduce -63.1% 19,605 $3.9M
Vanguard Personalized Indexing Management, LLC 0.04% Add +4.1% 19,476 $3.9M
Bank of Nova Scotia 0.01% Add +15.1% 19,461 $3.8M
Janus Henderson Group PLC 0.00% Add +1.6% 19,208 $3.8M
Tidal Investments LLC 0.02% Reduce -3.8% 19,127 $3.8M
Focus Partners Wealth 0.01% Add +1.3% 19,020 $3.8M
Avantax Planning Partners, Inc. 0.11% Add +6.0% 19,013 $3.8M
Grandfield & Dodd, LLC 0.21% Reduce -1.7% 19,006 $3.8M
Teewinot Capital Advisers, L.L.C. 0.29% Add +11.6% 18,782 $3.7M
Yousif Capital Management, LLC 0.04% Reduce -8.4% 18,386 $3.6M
OP Asset Management Ltd 0.05% Add +3.5% 18,338 $3.6M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +120.3% 17,925 $3.5M
Oregon Public Employees Retirement Fund 0.05% Add +29.2% 17,875 $3.5M
Oddo BHF Asset Management Sas 0.13% Add +5.0% 17,829 $3.5M
Culbertson A N & Co. Inc. 0.48% Add +0.4% 17,239 $3.4M
SG Americas Securities, LLC 0.01% Reduce -82.8% 17,180 $3.4M
Pacer Advisors, Inc. 0.01% Add +16.6% 17,074 $3.4M
State of Alaska, Department of Revenue 0.03% Reduce -6.8% 16,810 $3.3M
Hussman Strategic Advisors, Inc. 0.72% No change 16,800 $3.3M
Beck Mack & Oliver LLC 0.06% Reduce -4.0% 16,751 $3.3M
Wilmington Savings Fund Society, FSB 0.08% Add +28.7% 16,686 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.5% 17,288 $3.3M
OMERS ADMINISTRATION Corp 0.02% No change 16,460 $3.3M
Cibc World Market Inc. 0.01% Add +522.0% 16,258 $3.2M
Abacus Planning Group, Inc. 0.44% No change 16,104 $3.2M
Summit Trail Advisors, LLC 0.04% Add +54.5% 15,941 $3.2M
Lakewood Asset Management LLC 1.90% Add +1.4% 15,928 $3.1M
Nordea Investment Management AB 0.00% Add +7.5% 16,077 $3.1M
Storebrand Asset Management As 0.01% Add +9.9% 15,769 $3.1M
Public Employees Retirement Association of Colorado 0.01% Reduce -2.0% 15,684 $3.1M
Founders Capital Management, LLC 0.49% No change 15,628 $3.1M
NewEdge Advisors, LLC 0.01% Add +3.6% 15,566 $3.1M
Intech Investment Management LLC 0.03% Add +127.0% 15,565 $3.1M
Two Sigma Investments, LP 0.01% Reduce -86.1% 15,544 $3.1M
&partners 0.02% Add +3.5% 15,360 $3.0M
LRI Investments, LLC 0.25% Add +33.3% 15,250 $3.0M
Trust Co. of Vermont 0.13% Add +2.2% 14,862 $2.9M
St Germain D J Co. Inc. 0.11% Reduce -0.4% 14,494 $2.9M
Elo Mutual Pension Insurance Co 0.05% New 14,478 $2.9M
Manning & Napier Advisors LLC 0.04% Add +79.9% 14,303 $2.8M
Strategic Financial Services, Inc. 0.14% Add +0.0% 14,140 $2.8M
Avanza Fonder AB 0.07% Add +0.8% 13,544 $2.7M
NEOS Investment Management LLC 0.02% Add +47.6% 13,458 $2.7M
Basswood Capital Management, L.L.C. 0.12% No change 13,360 $2.6M
Vinva Investment Management Ltd 0.05% Add +36.8% 13,303 $2.6M
SlateStone Wealth, LLC 0.23% No change 13,183 $2.6M
Teachers Retirement System of the State of Kentucky 0.02% No change 12,988 $2.6M
Bridgeway Capital Management, LLC 0.05% Add +68.2% 12,950 $2.6M
Flputnam Investment Management Co. 0.04% Reduce -3.3% 12,337 $2.4M
Balyasny Asset Management L.P. 0.01% Add +5.3% 12,279 $2.4M
Park Avenue Securities LLC 0.02% Add +2.3% 12,135 $2.4M
First National Trust Co 0.08% Reduce -0.2% 12,110 $2.4M
Bryn Mawr Trust Advisors, LLC 0.12% New 11,989 $2.4M
Dana Investment Advisors, Inc. 0.07% Reduce -2.9% 11,858 $2.3M
Hancock Whitney Corp. 0.04% Reduce -1.4% 11,844 $2.3M
United Capital Financial Advisors, LLC 0.02% Reduce -5.5% 11,760 $2.3M
Granite Group Advisors, LLC 1.40% Add +0.2% 11,722 $2.3M
Hudock, Inc. 0.35% Add +4.8% 11,681 $2.3M
Mizuho Securities USA LLC 0.05% Add +2.5% 11,382 $2.3M
Columbus Macro, LLC 0.26% Reduce -1.1% 11,582 $2.3M
Atom Investors LP 0.17% Add +79.2% 11,294 $2.2M
MML Investors Services, LLC 0.01% Add +15.0% 11,285 $2.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.23% Reduce -9.8% 11,280 $2.2M
Ruffer LLP 0.12% Reduce -13.7% 11,240 $2.2M
Advisors Asset Management, Inc. 0.04% Reduce -28.2% 11,091 $2.2M
Commonwealth Retirement Investments LLC 0.74% Add +1.8% 10,947 $2.2M
Swiss Life Asset Management Ltd 0.01% Reduce -3.8% 10,904 $2.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -19.5% 10,891 $2.2M
US Bancorp \de 0.00% Add +20.9% 10,709 $2.1M
Northcape Wealth Management, LLC 0.62% No change 10,702 $2.1M
Bradley Foster & Sargent Inc. 0.03% Add +32.8% 10,639 $2.1M
Hardman Johnston Global Advisors LLC 0.10% No change 10,630 $2.1M
Elizabeth Park Capital Advisors, Ltd. 1.66% Reduce -23.5% 10,400 $2.1M
Rockefeller Capital Management L.P. 0.00% Reduce -8.1% 10,276 $2.0M
Glenmede Investment Management, LP 0.01% Add +4.9% 10,267 $2.0M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -22.6% 10,244 $2.0M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.21% Reduce -5.0% 10,171 $2.0M
Mercer Global Advisors Inc. 0.00% Add +25.8% 10,170 $2.0M
Fifth Third Bancorp 0.01% Add +1.3% 10,161 $2.0M
Sanctuary Advisors, LLC 0.01% Reduce -33.7% 10,136 $2.0M
Bright Futures Wealth Management, LLC. 1.58% — 10,114 $2.0M
Roberts Glore & Co. Inc. 0.54% Reduce -0.6% 10,036 $2.0M
Jones Financial Companies LLLP 0.00% Add +14.7% 9,723 $1.9M
Dynamic Advisor Solutions LLC 0.06% Reduce -0.3% 9,844 $1.9M
Kentucky Retirement Systems 0.05% Reduce -7.7% 9,829 $1.9M
Blair William & Co. 0.01% Add +0.1% 9,804 $1.9M
Sterling Capital Management LLC 0.03% Reduce -12.0% 9,680 $1.9M
Commerzbank Aktiengesellschaft 0.04% Add +18.9% 9,640 $1.9M
Barrett & Company, Inc. 0.65% Reduce -3.5% 9,601 $1.9M
New Hampshire Trust 0.37% Reduce -1.6% 9,572 $1.9M
Swedbank AB 0.00% No change 9,462 $1.9M
Virtus Investment Advisers, LLC 0.53% Add +14.0% 9,440 $1.9M
Keynote Financial Services LLC 1.13% Reduce -8.3% 9,369 $1.9M
Cozad Asset Management Inc. 0.15% Reduce -0.1% 9,354 $1.8M
Kestra Advisory Services, LLC 0.01% Add +20.2% 9,321 $1.8M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -3.6% 9,225 $1.8M
Hartford Investment Management Co. 0.06% Reduce -5.0% 9,224 $1.8M
SouthState Bank Corp 0.08% Reduce -6.3% 9,115 $1.8M
Norinchukin Bank, The 0.02% Reduce -1.5% 9,013 $1.8M
Charter Research & Investment Group, Inc. 1.23% Add +1.1% 8,971 $1.8M
Captrust Financial Advisors 0.00% Reduce -2.6% 8,969 $1.8M
Cantor Fitzgerald Investment Advisors L.P. 0.12% No change 8,800 $1.7M
Weiss Asset Management LP 0.03% Reduce -77.3% 8,634 $1.7M
Allianz Asset Management GmbH 0.00% Add +6.8% 8,516 $1.7M
Guggenheim Capital LLC 0.01% Add +10.9% 8,497 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.2% 8,476 $1.7M
First United Bank & Trust 0.54% Reduce -1.6% 8,385 $1.7M
Tredje AP-fonden 0.01% Add +3.3% 8,331 $1.6M
Gulf International Bank (UK) Ltd 0.05% Reduce -2.0% 8,224 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -3.5% 8,200 $1.6M
Plato Investment Management Ltd 0.11% Add +54.3% 8,251 $1.6M
Praxis Investment Management Inc. 0.10% No change 8,184 $1.6M
Boston Trust Walden Corp 0.01% Reduce -83.3% 8,170 $1.6M
Jacobi Capital Management LLC 0.10% Add +0.4% 8,152 $1.6M
IFG Advisory, LLC 0.07% Add +31.7% 8,125 $1.6M
PDT Partners, LLC 0.10% Reduce -16.5% 8,027 $1.6M
Waldron Private Wealth LLC 0.06% No change 8,018 $1.6M
Shell Asset Management Co. 0.16% Add +121.2% 7,986 $1.6M
Maryland State Retirement & Pension System 0.03% Add +2.7% 7,981 $1.6M
J. Safra Sarasin Holding AG 0.03% Add +166.8% 7,964 $1.6M
Old Port Advisors 0.39% Reduce -5.5% 7,798 $1.5M
Means Investment Co., Inc. 0.13% Reduce -0.6% 7,760 $1.5M
Essex Financial Services, Inc. 0.09% Reduce -9.4% 7,757 $1.5M
Focus Partners Advisor Solutions, LLC 0.02% Add +60.2% 7,741 $1.5M
Connecticut Wealth Management, LLC 0.07% No change 7,687 $1.5M
Silvant Capital Management LLC 0.05% Reduce -5.0% 7,614 $1.5M
Investment Management Corp of Ontario 0.02% Add +90.8% 7,586 $1.5M
Savant Capital, LLC 0.01% Add +0.5% 7,581 $1.5M
Raiffeisen Bank International AG 0.02% Add +126.3% 7,541 $1.5M
Giverny Capital 0.05% No change 7,540 $1.5M
Donoghue Forlines LLC 0.46% Reduce -6.0% 7,504 $1.5M
IFP Advisors, Inc 0.04% Add +8.8% 7,465 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -10.9% 7,459 $1.5M
Pinnacle Associates Ltd. 0.02% Add +0.2% 7,413 $1.5M
Bard Financial Services, Inc. 0.16% No change 7,360 $1.5M
Moors & Cabot, Inc. 0.06% Add +23.9% 7,344 $1.5M
Commerce Bank 0.01% Add +0.3% 7,329 $1.4M
ING Groep NV 0.01% Reduce -5.7% 7,318 $1.4M
Tiaa Trust, National Association 0.00% Add +2.2% 7,296 $1.4M
AG2R La Mondiale Gestion D'actifs 0.07% No change 7,404 $1.4M
New Mexico Educational Retirement Board 0.04% Reduce -6.5% 7,226 $1.4M
Baird Financial Group, Inc. 0.00% Add +53.8% 7,215 $1.4M
Cwm, LLC 0.00% Add +23.3% 7,112 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -4.7% 7,142 $1.4M
Quadrant Capital Group LLC 0.05% Add +17.8% 7,029 $1.4M
QRG Capital Management, Inc. 0.02% Add +122.3% 6,888 $1.4M
Metis Global Partners, LLC 0.03% Reduce -6.7% 6,876 $1.4M
Integrated Wealth Concepts LLC 0.01% Add +0.3% 6,836 $1.4M
Eastern Bank 0.02% Add +7.5% 6,809 $1.3M
Arlington Trust Co LLC 0.24% No change 6,750 $1.3M
Caprock Group, LLC 0.03% — 6,614 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +197.6% 6,649 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -82.6% 6,634 $1.3M
Sequoia Financial Advisors, LLC 0.01% Add +9.6% 6,411 $1.3M
Merit Financial Group, LLC 0.01% Add +3.3% 6,134 $1.2M
Atria Investments, Inc 0.01% Reduce -24.2% 6,022 $1.2M
Coldstream Capital Management Inc. 0.02% Add +23.3% 6,001 $1.2M
L.K. Benson & Company, P.C. 0.62% Add +0.2% 5,782 $1.1M
Benjamin Edwards Inc. 0.01% Add +20.5% 5,694 $1.1M
Allstate Corp. 0.03% New 5,638 $1.1M
Principle Wealth Partners LLC 0.06% Add +77.9% 5,583 $1.1M
Meitav Investment House Ltd. 0.01% Add +17.6% 5,567 $1.1M
Bluesphere Advisors LLC 0.50% No change 5,557 $1.1M
Canada Post Corp Registered Pension Plan 0.05% Add +107.6% 5,533 $1.1M
Empirical Finance, LLC 0.05% Add +0.9% 5,525 $1.1M
Empowered Funds, LLC 0.01% Add +40.6% 5,514 $1.1M
Ashton Thomas Private Wealth, LLC 0.03% Add +1.3% 5,413 $1.1M
GAMMA Investing LLC 0.06% Add +8.3% 5,403 $1.1M
Polymer Capital Management (US) LLC 0.14% New 5,379 $1.1M
Marshall Wace, LLP 0.00% Reduce -99.1% 5,348 $1.1M
ASR Vermogensbeheer N.V. 0.01% Add +0.5% 5,333 $1.1M
Vident Advisory, LLC 0.01% Add +7.6% 5,327 $1.1M
Parisi Gray Wealth Management 0.27% No change 5,324 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 5,308 $1.0M
Apollon Wealth Management, LLC 0.02% Add +12.2% 5,185 $1.0M
Burns J W & Co. Inc. 0.12% No change 5,141 $1.0M
Cora Capital Advisors LLC 0.43% Reduce -0.4% 5,115 $1.0M
Robeco Institutional Asset Management B.V. 0.00% Add +60.9% 5,060 $1000K
JGP Wealth Management, LLC 0.11% Reduce -3.0% 5,056 $989K
Catalyst Funds Management Pty Ltd 0.15% Reduce -36.0% 5,000 $988K
Ally Financial Inc. 0.12% No change 5,000 $988K
Crossmark Global Holdings, Inc. 0.01% Add +68.0% 4,986 $985K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -2.8% 4,979 $984K
Steward Partners Investment Advisory, LLC 0.01% Reduce -10.8% 4,922 $973K
Fiduciary Trust Co 0.01% Add +4.2% 4,865 $961K
Modern Wealth Management, LLC 0.02% Reduce -2.9% 4,782 $945K
WNY Asset Management, LLC 0.09% Add +0.0% 4,772 $943K
Meeder Advisory Services, Inc. 0.04% Add +22.1% 4,712 $931K
Ieq Capital, LLC 0.00% Add +88.6% 4,701 $929K
Atlantic Union Bankshares Corp 0.02% Add +28.3% 4,701 $929K
GC Wealth Management RIA, LLC 0.03% Add +159.6% 4,686 $926K
Jump Financial, LLC 0.01% New 4,676 $924K
iA Global Asset Management Inc. 0.01% Add +53.9% 4,647 $918K
Lido Advisors, LLC 0.00% Add +5.8% 4,634 $916K
Farmers & Merchants Investments Inc. 0.03% Reduce -0.0% 4,630 $915K
MassMutual Private Wealth & Trust, FSB 0.02% Add +0.0% 4,627 $914K
Staley Capital Advisers Inc. 0.04% No change 4,600 $909K
RKL Wealth Management LLC 0.08% Add +0.3% 4,598 $909K
Norway Savings Bank 0.44% Reduce -10.5% 4,595 $908K
Procyon Advisors, LLC 0.05% Add +7.1% 4,565 $902K
Mufg Securities Americas Inc. 0.06% Add +18.5% 4,562 $902K
Infrastructure Capital Advisors, LLC 0.16% Add +8.2% 4,862 $894K
Aviance Capital Partners, LLC 0.11% Add +32.3% 4,505 $890K
Kintra Wealth, LLC 0.50% Reduce -0.9% 4,486 $887K
Sterling Investment Counsel, LLC 0.28% Add +0.7% 4,432 $876K
Pure Financial Advisors, LLC 0.01% Add +1.1% 4,419 $873K
Aptus Capital Advisors, LLC 0.01% Reduce -23.8% 4,370 $864K
Johnson Investment Counsel Inc. 0.01% Reduce -14.0% 4,315 $853K
Hanson & Doremus Investment Management 0.11% Reduce -4.2% 4,283 $846K
Carnegie Investment Counsel 0.02% Add +12.5% 4,280 $846K
Vise Technologies, Inc. 0.03% Add +12.5% 4,237 $837K
Vontobel Holding Ltd. 0.00% Reduce -5.2% 4,199 $830K
Glenview Trust Co 0.01% Reduce -4.4% 4,195 $829K
Choreo, LLC 0.01% Add +9.3% 4,187 $827K
Aigen Investment Management, LP 0.13% New 4,183 $827K
HB Wealth Management, LLC 0.01% Add +15.4% 4,175 $825K
Squarepoint Ops LLC 0.00% Reduce -3.4% 4,168 $824K
Haverford Trust Co 0.01% Reduce -0.4% 4,131 $816K
Dopkins Wealth Management, LLC 0.34% Add +2.0% 4,122 $815K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -8.8% 4,120 $814K
Beacon Investment Advisory Services, Inc. 0.03% Add +48.2% 4,114 $813K
Nottingham Advisors, Inc. 0.11% Add +0.7% 4,058 $802K
Wedmont Private Capital 0.03% Add +1.6% 4,226 $801K
Nomura Holdings Inc. 0.00% New 4,015 $793K
Wolverine Trading, LLC 0.02% New 3,992 $792K
Angel Oak Capital Advisors, LLC 0.62% No change 4,000 $790K
Brookstone Capital Management 0.01% Reduce -4.0% 4,000 $790K
Bangor Savings Bank 0.07% No change 3,961 $783K
Brown Brothers Harriman & Co. 0.00% Add +7.3% 3,956 $782K
DAVENPORT & Co LLC 0.00% Add +3.8% 3,955 $782K
Aaron Wealth Advisors LLC 0.05% Add +221.4% 3,896 $770K
Silver Grove Financial Group, Inc. 0.72% — 3,845 $760K
Emergent Wealth Advisors, LLC 0.44% Add +0.4% 3,835 $758K
Fidelis Capital Partners, LLC 0.06% New 3,816 $754K
Lazard Asset Management LLC 0.00% Add +30.9% 3,797 $750K
Mutual Advisors, LLC 0.02% Reduce -6.3% 4,139 $750K
Mountain Pacific Investment Advisers LLC 0.12% No change 3,787 $748K
XML Financial, LLC 0.06% Reduce -4.7% 3,768 $745K
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -4.4% 3,762 $743K
Mount Lucas Management LP 0.33% Reduce -2.1% 3,734 $738K
Carlson Capital, L.P. 0.41% New 3,700 $731K
Smartleaf Asset Management LLC 0.05% Add +25.4% 3,685 $731K
Howe & Rusling Inc. 0.05% Add +0.3% 3,692 $730K
Farther Finance Advisors, LLC 0.01% Reduce -16.6% 3,684 $728K
Kintegral Advisory, LLC 0.06% Reduce -0.4% 3,680 $727K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +0.5% 3,637 $719K
Onyx Bridge Wealth Group LLC 0.08% Add +27.7% 3,617 $715K
Peak Financial Advisors LLC 0.34% New 3,564 $704K
Farrell Financial LLC 0.44% Reduce -1.4% 3,557 $703K
180 Wealth Advisors, LLC 0.09% New 3,531 $698K
Argent Trust Co 0.02% Add +13.4% 3,524 $696K
Parallel Advisors, LLC 0.01% Add +1.3% 3,505 $693K
Mgo One Seven LLC 0.02% Add +173.3% 3,495 $691K
Pinebridge Investments, L.P. 0.01% Add +202.9% 3,487 $689K
DRW Securities, LLC 0.03% Reduce -89.1% 3,426 $676K
Burney Co./ 0.02% No change 3,414 $675K
Vestcor Inc 0.02% No change 3,411 $674K
Great Valley Advisor Group, Inc. 0.01% Add +0.5% 3,402 $673K
Thoroughbred Financial Services, LLC 0.04% Reduce -4.5% 3,395 $670K
Citizens & Northern Corp. 0.17% Reduce -13.0% 3,384 $669K
Campbell & CO Investment Adviser LLC 0.05% New 3,377 $667K
Foster Dykema Cabot & Partners, LLC 0.04% Add +34.9% 3,377 $667K
Rede Wealth, LLC 0.52% New 3,366 $665K
Eagle Bay Advisors LLC 0.52% Add +82.7% 3,366 $665K
OneDigital Investment Advisors LLC 0.01% Reduce -2.5% 3,359 $664K
Hedeker Wealth, LLC 0.14% Reduce -3.9% 3,349 $662K
Ostrum Asset Management 0.03% Reduce -3.0% 3,339 $660K
Crestwood Advisors Group, LLC 0.01% Add +3.1% 3,337 $660K
Jefferies Financial Group Inc. 0.01% New 3,337 $659K
NorthCoast Asset Management LLC 0.00% Add +7.4% 3,306 $653K
DF Dent & Co. Inc. 0.01% Add +62.9% 3,298 $652K
Philip James Wealth Mangement, LLC 0.08% Reduce -4.4% 3,282 $649K
Western Wealth Management, LLC 0.03% No change 3,270 $646K
Cutler Capital Management, LLC 0.26% Add +1.9% 3,238 $640K
West Branch Capital LLC 0.17% Reduce -3.6% 3,209 $634K
Qtron Investments LLC 0.08% Reduce -11.9% 3,195 $631K
Bryant Woods Investment Advisors, LLC 0.25% Add +0.7% 3,187 $630K
Quadcap Wealth Management, LLC 0.07% Add +3.0% 3,158 $624K
StoneX Group Inc. 0.03% Reduce -14.4% 3,150 $622K
Applied Finance Capital Management, LLC 0.04% Reduce -23.8% 3,136 $620K
Sigma Planning Corp 0.02% Reduce -7.8% 3,100 $613K
Mather Group, Llc. 0.01% Add +8.5% 3,070 $607K
Citizens Financial Group Inc. 0.01% Add +3.0% 3,004 $594K
EntryPoint Capital, LLC 0.23% New 2,997 $592K
MUFG Securities EMEA plc 0.01% Add +531.0% 2,991 $591K
Forum Financial Management, LP 0.01% Add +4.0% 2,977 $588K
Legacy Wealth Asset Management, LLC 0.14% Add +1.5% 2,976 $588K
Gotham Asset Management 0.00% Reduce -23.1% 2,973 $588K
BTG Pactual Asset Management US LLC 0.07% New 2,956 $584K
Syon Capital LLC 0.03% Add +143.3% 2,919 $577K
Lodestone Wealth Management LLC 0.26% Reduce -3.0% 2,899 $573K
Bar Harbor Wealth Management 0.03% No change 2,896 $572K
Hudson Bay Capital Management LP 0.00% Reduce -94.3% 2,890 $571K
Court Place Advisors, LLC 0.17% No change 2,873 $568K
Ibex Wealth Advisors 0.05% No change 2,871 $567K
Fulton Bank, N.A. 0.02% Add +0.2% 2,862 $566K
Legacy Financial Advisors, Inc. 0.08% Add +6.2% 2,816 $556K
Wealthspire Advisors, LLC 0.00% Reduce -6.1% 2,802 $554K
Ballentine Partners, LLC 0.01% Add +3.8% 2,791 $552K
Meridian Wealth Management, LLC 0.02% Add +11.8% 2,759 $545K
Mystic Asset Management, Inc. 0.12% Add +3.6% 2,753 $544K
Estabrook Capital Management 0.08% Reduce -0.9% 2,748 $543K
Independence Financial Advisors, LLC 0.16% Reduce -4.1% 2,711 $536K
Walleye Trading LLC 0.01% New 2,709 $535K
Keybank National Association 0.00% Add +9.0% 2,706 $535K
JB Capital LLC 0.02% Add +0.5% 2,706 $535K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -8.3% 2,702 $534K
VAUGHAN & Co SECURITIES, INC. 0.28% Reduce -3.2% 2,693 $532K
Venture Visionary Partners LLC 0.02% Add +91.2% 2,685 $531K
Hamilton Capital Partners Inc. 0.02% Reduce -17.0% 2,669 $527K
Montag A & Associates Inc. 0.02% No change 2,663 $526K
J2 Capital Management Inc 0.39% Reduce -0.8% 2,656 $525K
Snowden Capital Advisors LLC 0.01% Reduce -0.8% 2,641 $522K
Profund Advisors LLC 0.02% Add +8.6% 2,620 $518K
Westover Capital Advisors, LLC 0.10% No change 2,606 $515K
Independent Financial Group, LLC 0.01% Reduce -7.0% 2,603 $514K
Summit Financial, LLC 0.01% Add +4.4% 2,585 $511K
Flagship Harbor Advisors, LLC 0.02% Add +1.3% 2,566 $507K
Carret Asset Management, LLC 0.05% No change 2,536 $501K
Tritonpoint Wealth, LLC 0.04% Add +0.3% 2,507 $496K
Occudo Quantitative Strategies LP 0.06% Reduce -71.9% 2,503 $495K
Empirical Asset Management, LLC 0.14% No change 2,486 $491K
Gladstone Institutional Advisory LLC 0.02% New 2,479 $490K
CFS Investment Advisory Services, LLC 0.04% Add +4.5% 2,639 $489K
PFG Investments, LLC 0.03% Add +4.5% 2,463 $487K
Ransom Advisory, Ltd 0.22% Reduce -3.9% 2,463 $487K
Ascent Group, LLC 0.02% Add +66.8% 2,454 $485K
Plancorp, LLC 0.02% Add +0.0% 2,453 $485K
Tower Research Capital LLC (TRC) 0.01% Reduce -50.1% 2,447 $484K
First Horizon Corp. 0.02% — 2,395 $473K
Valmark Advisers, Inc. 0.01% No change 2,395 $473K
Joel Isaacson & Co., LLC 0.02% Add +33.0% 2,387 $472K
Sandhill Capital Partners LLC 0.03% Add +4.3% 2,365 $467K
Greenleaf Trust 0.00% Reduce -0.3% 2,349 $464K
Elevation Point Wealth Partners, LLC 0.03% Add +240.6% 2,340 $462K
Cornell Pochily Investment Advisors, Inc. 0.14% Reduce -0.8% 2,323 $459K
Resonant Capital Advisors, LLC 0.03% Add +2.1% 2,318 $458K
MAI Capital Management 0.00% Add +46.9% 2,317 $458K
King Wealth Management Group 0.06% No change 2,314 $457K
River Wealth Advisors LLC 0.05% Reduce -6.3% 2,298 $454K
Voleon Capital Management LP 0.01% Add +83.1% 2,292 $453K
Argonautica Private Wealth Management, Inc. 0.13% No change 2,286 $452K
Redwood Financial Network Corp 0.29% Add +19.8% 2,286 $452K
Optimize Financial Inc. 0.23% New 2,267 $448K
Resurgent Financial Advisors LLC 0.22% Reduce -28.0% 2,255 $446K
Siemens Fonds Invest GmbH 0.02% Reduce -3.0% 2,242 $443K
Ellevest, Inc. 0.06% Add +25.5% 2,237 $442K
Arkadios Wealth Advisors 0.01% Add +70.4% 2,236 $442K
Lewis Asset Management, LLC 0.18% Add +0.1% 2,232 $441K
Magnolia Capital Management Ltd. 0.34% No change 2,230 $441K
Financial Management Network Inc. 0.07% Reduce -12.7% 2,312 $439K
Clearstead Advisors, LLC 0.01% Add +0.4% 2,220 $439K
Verdence Capital Advisors LLC 0.03% New 2,375 $434K
Advisory Services Network, LLC 0.01% Add +63.7% 2,192 $433K
US Asset Management LLC 0.36% Reduce -0.6% 2,188 $432K
Ritholtz Wealth Management 0.01% Reduce -0.8% 2,185 $432K
FORA Capital, LLC 0.08% Add +84.3% 2,177 $430K
Wedbush Securities Inc. 0.01% Add +3.3% 2,171 $429K
Signaturefd, LLC 0.01% Add +4.4% 2,168 $429K
Clearview Wealth Advisors LLC 0.27% Reduce -2.4% 2,161 $427K
AE Wealth Management LLC 0.00% Add +12.1% 2,159 $427K
AlphaCore Capital LLC 0.01% Add +8.4% 2,159 $427K
Kingsview Wealth Management, LLC 0.01% Add +12.6% 2,152 $425K
LVW Advisors, LLC 0.04% Add +7.1% 2,152 $425K
Impact Partnership Wealth, LLC 0.06% Reduce -5.6% 2,137 $422K
Independent Solutions Wealth Management, LLC 0.07% No change 2,135 $422K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -29.3% 2,131 $421K
Columbia Bank 0.12% Add +0.6% 2,273 $421K
Whittier Trust Co. 0.00% No change 2,159 $420K
Compound Planning, Inc. 0.01% Add +4.6% 2,119 $419K
Excalibur Management Corp. 0.15% No change 2,107 $416K
Ingalls & Snyder LLC 0.01% No change 2,103 $416K
CIBC Private Wealth Group LLC 0.00% Add +14.1% 2,099 $415K
Independent Advisor Alliance 0.01% Add +1.8% 2,098 $415K
Whittier Trust Co. of Nevada Inc. 0.01% Add +2.3% 2,126 $414K
Moneco Advisors, LLC 0.03% Add +1.1% 2,090 $413K
IHT Wealth Management, LLC 0.01% Add +11.4% 2,083 $412K
Breakwater Capital Group 0.06% No change 2,060 $407K
Welch & Forbes LLC 0.00% No change 2,046 $404K
Prentice Wealth Management LLC 0.10% No change 2,045 $404K
Blue Trust, Inc. 0.00% Reduce -7.6% 2,037 $403K
Banque Cantonale Vaudoise 0.01% Add +61.7% 2,015 $398K
Global Retirement Partners, LLC 0.01% Add +2.9% 2,008 $397K
Salvus Wealth Management, LLC 0.22% Add +18.8% 2,006 $396K
Charter Capital Management, LLC\DE 0.21% No change 2,000 $395K
Deltec Asset Management LLC 0.07% No change 2,000 $395K
Valeo Financial Advisors, LLC 0.01% Reduce -13.6% 1,996 $394K
Community Financial Services Group, LLC 0.07% Add +6.4% 1,984 $392K
Tema ETFs LLC 0.03% New 1,970 $389K
Wellington Shields & Co., LLC 0.10% No change 1,966 $389K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -9.1% 1,960 $387K
Mayflower Financial Advisors, LLC 0.05% Add +0.5% 1,921 $380K
Trust Asset Management LLC 0.03% No change 1,920 $379K
Chicago Capital, LLC 0.01% No change 1,917 $379K
Arax Advisory Partners 0.01% Add +349.3% 1,914 $378K
Premier Path Wealth Partners, LLC 0.05% Reduce -0.8% 1,907 $377K
Washington Trust Advisors, Inc. 0.03% Add +53.8% 1,904 $376K
Sage Mountain Advisors LLC 0.02% Add +62.8% 1,877 $371K
Fiducient Advisors LLC 0.04% No change 1,870 $370K
Stratos Wealth Partners, LTD. 0.00% Reduce -70.0% 1,868 $369K
Callan Family Office, LLC 0.01% Add +48.2% 1,867 $369K
Addison Advisors LLC 0.09% No change 1,863 $368K
Marathon Mission, Inc. 0.22% New 1,862 $368K
Seneca House Advisors 0.15% Add +5.7% 1,851 $366K
Sage Investment Counsel LLC 0.40% No change 1,837 $363K
Erste Asset Management GmbH 0.00% Reduce -75.3% 1,822 $361K
Kestra Private Wealth Services, LLC 0.00% Reduce -1.0% 1,826 $361K
Midwest Trust Co 0.00% Add +0.3% 1,804 $357K
Diametric Capital, LP 0.13% New 1,801 $356K
WealthTrust Axiom LLC 0.10% Reduce -2.2% 1,795 $355K
Financiere des Professionnels - Fonds d'investissement inc. 0.02% Add +100.1% 1,793 $354K
Two Sigma Securities, LLC 0.05% Add +22.3% 1,791 $354K
Transcend Capital Advisors, LLC 0.02% New 1,775 $351K
Mma Asset Management LLC 0.12% Reduce -10.3% 1,756 $347K
Beese Fulmer Investment Management, Inc. 0.02% No change 1,752 $346K
Douglass Winthrop Advisors, LLC 0.01% No change 1,750 $346K
Numerai GP LLC 0.05% New 1,740 $344K
Groupama Asset Managment 0.01% New 1,723 $340K
Connors Investor Services Inc. 0.03% No change 1,704 $337K
Kingswood Wealth Advisors, LLC 0.02% Add +0.1% 1,702 $336K
Waverly Advisors, LLC 0.00% Add +0.7% 1,700 $336K
Kathmere Capital Management, LLC 0.02% Reduce -0.9% 1,698 $336K
Princeton Capital Management LLC 0.09% No change 1,693 $335K
Level Financial Advisors 0.09% Reduce -3.0% 1,688 $334K
Novak & Powell Financial Services, Inc. 0.17% Add +0.5% 1,677 $331K
FourThought Financial Partners, LLC 0.03% New 1,676 $331K
L.M. Kohn & Company 0.39% Reduce -35.9% 1,658 $328K
WealthCare Investment Partners, LLC 0.11% Reduce -0.4% 1,667 $326K
Note Advisors, LLC 0.19% Add +0.3% 1,640 $324K
Empower Advisory Group, LLC 0.00% Add +0.1% 1,634 $323K
Sagespring Wealth Partners, LLC 0.01% Add +7.1% 1,623 $321K
Sunbelt Securities, Inc. 0.02% Add +13.1% 1,619 $320K
GeoWealth Management, LLC 0.01% Add +4.4% 1,607 $318K
Integrity Alliance, Llc. 0.01% New 1,607 $318K
CX Institutional 0.01% Add +1.5% 1,603 $317K
BLB&B Advisors, LLC 0.01% No change 1,602 $317K
BXM Wealth LLC 0.30% No change 1,600 $316K
Diversify Advisory Services, LLC 0.01% Reduce -0.4% 1,728 $316K
Diversified Trust Co. 0.01% Add +8.2% 1,591 $314K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +9.3% 1,577 $312K
Collective Family Office LLC 0.07% No change 1,571 $310K
Cobblestone Capital Advisors LLC 0.01% No change 1,570 $310K
Abn Amro Investment Solutions 0.01% No change 1,554 $307K
SevenBridge Financial Group, LLC 0.05% No change 1,629 $306K
Abich Financial Wealth Management LLC 0.11% — 1,547 $306K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -3.4% 1,542 $305K
Smallwood Wealth Investment Management, LLC 0.15% Reduce -0.2% 1,523 $301K
Fifth Third Wealth Advisors LLC 0.01% Reduce -2.9% 1,514 $299K
Cigna Investments Inc. 0.04% Reduce -7.3% 1,510 $299K
First National Bank of Omaha 0.02% No change 1,510 $298K
Pitcairn Co. 0.02% Reduce -53.7% 1,503 $297K
Hoxton Planning & Management, LLC 0.10% New 1,499 $296K
Armstrong, Fleming & Moore, Inc 0.14% No change 1,481 $293K
Zions Bancorporation, National Association 0.01% Add +0.7% 1,481 $293K
Leuthold Group, LLC 0.03% No change 1,478 $292K
Resources Management Corp. /CT/ 0.04% No change 1,477 $292K
Bradyco, Inc. 0.33% Reduce -4.5% 1,475 $291K
Alpine Woods Capital Investors, LLC 0.07% Add +25.8% 1,465 $290K
First Manhattan Co. Llc. 0.00% Reduce -82.5% 1,459 $288K
SCS Capital Management LLC 0.00% Reduce -15.0% 1,457 $288K
S-Bank Fund Management Ltd 0.04% Reduce -1.3% 1,449 $286K
Chicago Partners Investment Group LLC 0.01% New 1,559 $283K
Burns Matteson Capital Management, LLC 0.12% No change 1,425 $282K
Ameritas Investment Partners, Inc. 0.01% Reduce -6.0% 1,424 $281K
Latitude Advisors, LLC 0.13% Reduce -14.2% 1,418 $280K
Old North State Trust, LLC 0.17% No change 1,418 $280K
J.W. Cole Advisors, Inc. 0.01% New 1,414 $279K
Fortitude Advisory Group L.L.C. 0.15% Add +1.1% 1,405 $278K
Stephens Inc. 0.00% New 1,396 $276K
Worldquant Millennium Advisors LLC 0.00% Reduce -83.5% 1,390 $275K
Armstrong Advisory Group, Inc. 0.02% Reduce -3.7% 1,383 $273K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.3% 1,382 $273K
Checchi Capital Advisers, LLC 0.02% Add +3.3% 1,368 $270K
Cannell & Spears LLC 0.01% New 1,365 $270K
Silverlake Wealth Management LLC 0.07% Add +0.1% 1,364 $270K
Riggs Asset Managment Co. Inc. 0.06% No change 1,357 $268K
Quotient Wealth Partners, LLC 0.01% Reduce -1.1% 1,355 $268K
Legacy Advisors, LLC 0.03% — 1,350 $267K
Investment House LLC 0.01% No change 1,350 $267K
Sageworth Trust Co 0.01% No change 1,350 $267K
Optas, LLC 0.04% Add +3.2% 1,334 $264K
Traphagen Investment Advisors LLC 0.02% Reduce -3.6% 1,333 $263K
Heartwood Wealth Advisors LLC 0.02% Add +13.7% 1,330 $263K
Farringdon Capital, Ltd. 0.07% New 1,325 $262K
Patton Fund Management, Inc. 0.05% No change 1,315 $260K
Carnegie Lake Advisors LLC 0.10% No change 1,313 $259K
Denali Advisors LLC 0.03% New 1,313 $259K
International Assets Investment Management, LLC 0.02% No change 1,311 $259K
Mill Creek Capital Advisors, LLC 0.01% Add +0.7% 1,296 $256K
Strait & Sound Wealth Management LLC 0.10% No change 1,290 $255K
Alliance Wealth Advisors, LLC 0.13% No change 1,281 $253K
Everhart Financial Group, Inc. 0.03% New 1,281 $253K
Cary Street Partners Investment Advisory LLC 0.11% Add +3.3% 1,277 $252K
Community Bank, N.A. 0.03% Reduce -3.8% 1,272 $251K
Radnor Capital Management, LLC 0.04% No change 1,266 $250K
Oppenheimer & Co. Inc. 0.00% Add +0.4% 1,258 $249K
Regent Peak Wealth Advisors LLC 0.05% — 1,251 $247K
Chapman Financial Group, LLC 0.17% New 1,250 $247K
Concurrent Investment Advisors, LLC 0.00% Reduce -6.7% 1,249 $247K
Frederick Financial Consultants, LLC 0.14% Add +0.3% 1,243 $246K
Successful Portfolios LLC 0.14% Reduce -5.2% 1,231 $243K
NorthRock Partners, LLC 0.00% Add +18.0% 1,224 $242K
Wayfinding Financial, LLC 0.10% No change 1,222 $241K
HBW Advisory Services LLC 0.03% Add +0.7% 1,216 $240K
YHB Investment Advisors, Inc. 0.02% No change 1,211 $239K
Ferguson Wellman Capital Management, Inc. 0.00% No change 1,208 $239K
Beacon Financial Group 0.02% Reduce -0.7% 1,201 $237K
Shufro Rose & Co. LLC 0.02% No change 1,326 $237K
Daner Wealth Management, LLC 0.15% Add +0.8% 1,311 $237K
Ascent Wealth Partners, LLC 0.03% No change 1,197 $237K
XTX Topco Ltd 0.01% Reduce -79.2% 1,197 $237K
MRA Advisory Group 0.10% New 1,193 $236K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,187 $235K
Tompkins Financial Corp. 0.02% No change 1,186 $234K
Prosperity Consulting Group, LLC 0.01% New 1,185 $234K
Westpac Banking Corp. 0.01% Reduce -2.4% 1,183 $234K
HM Payson & Co. 0.00% Add +57.0% 1,182 $234K
TrueWealth Advisors, LLC 0.06% No change 1,180 $233K
Princeton Global Asset Management LLC 0.04% No change 1,180 $233K
Hudson Portfolio Management LLC 0.21% No change 1,176 $232K
Applied Capital LLC 0.17% No change 1,175 $232K
Brighton Jones LLC 0.01% New 1,172 $232K
Cornerstone Advisors Asset Management, LLC 0.04% No change 1,169 $231K
Baker Avenue Asset Management, LP 0.01% New 1,166 $230K
Woodmont Investment Counsel LLC 0.02% Reduce -5.2% 1,161 $229K
Dorsey & Whitney Trust CO LLC 0.01% Add +5.1% 1,160 $229K
von Borstel & Associates, Inc. 0.04% New 1,220 $229K
Integrated Quantitative Investments LLC 0.06% Reduce -44.8% 1,142 $226K
Prime Capital Investment Advisors, LLC 0.00% Add +8.6% 1,138 $225K
Inscription Capital, LLC 0.02% New 1,133 $224K
WBH Advisory Inc. 0.02% Reduce -0.7% 1,129 $223K
World Investment Advisors 0.00% Add +0.4% 1,129 $223K
Beacon Pointe Advisors, LLC 0.00% Reduce -27.1% 1,126 $223K
Guardian Wealth Advisors, LLC / NC 0.01% Add +1.4% 1,117 $221K
Enhancing Capital LLC 0.16% No change 1,100 $217K
Prospera Financial Services Inc 0.00% Reduce -12.5% 1,081 $214K
JFS Wealth Advisors, LLC 0.01% Reduce -0.3% 1,082 $214K
AssuredPartners Investment Advisors, LLC 0.05% Reduce -7.5% 1,077 $213K
Foundations Investment Advisors, LLC 0.00% Reduce -55.4% 1,071 $212K
First Citizens Financial Corp 0.10% New 1,070 $211K
Flagship Wealth Advisors, LLC 0.07% New 1,069 $211K
Davis Investment Partners, LLC 0.07% Reduce -3.4% 1,074 $210K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,155 $209K
Moneta Group Investment Advisors LLC 0.00% New 1,053 $208K
GTS Securities LLC 0.01% Reduce -18.1% 1,053 $208K
Neville Rodie & Shaw Inc. 0.01% Reduce -0.9% 1,052 $208K
Kovack Advisors, Inc. 0.02% Reduce -3.6% 1,050 $208K
Wilkins Investment Counsel Inc. 0.03% No change 1,050 $208K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% No change 1,050 $208K
Medallion Wealth Advisors, LLC 0.07% Add +5.8% 1,039 $205K
Parsons Capital Management Inc. 0.01% No change 1,035 $205K
Capital Management Associates, Inc 0.05% New 1,019 $201K
Canandaigua National Bank & Trust Co. 0.02% New 1,014 $200K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,008 $199K
CI Investments Inc. 0.00% Add +11.1% 990 $196K
Measured Wealth Private Client Group, LLC 0.05% New 968 $191K
Hager Investment Management Services, LLC 0.10% No change 923 $182K
PDS Planning, Inc 0.01% No change 904 $179K
Central Pacific Bank - Trust Division 0.02% No change 900 $178K
Penserra Capital Management LLC 0.00% Add +1.1% 902 $177K
Financial Consulate, Inc. 0.02% New 886 $175K
Geneos Wealth Management Inc. 0.00% Reduce -57.6% 732 $145K
Versant Capital Management, Inc 0.02% Add +6.4% 698 $138K
SBI Securities Co., Ltd. 0.00% Reduce -5.7% 676 $134K
NBT Bank, N.A. 0.01% Add +4.7% 698 $132K
Parkside Financial Bank & Trust 0.01% Add +1.2% 657 $130K
Private Trust Co. NA 0.01% Reduce -2.2% 614 $121K
Principal Securities, Inc. 0.00% Add +5.2% 591 $117K
Ogorek Anthony Joseph /NY/ 0.03% Add +62.9% 583 $115K
Marshall & Sterling Wealth Advisors Inc. 0.07% Reduce -9.9% 574 $113K
Cary Street Partners Financial LLC 0.00% Add +5.7% 571 $113K
Roxbury Financial LLC 0.10% Add +0.4% 564 $111K
UMB Bank, n.a. 0.00% Reduce -3.3% 557 $110K
Hemington Wealth Management 0.01% Add +3.4% 519 $102K
Ossiam 0.00% Reduce -34.7% 502 $99K
CoreCap Advisors, LLC 0.00% Add +25.3% 501 $99K
Cornerstone Planning Group LLC 0.02% Add +0.2% 541 $99K
Mechanics Financial Corp 0.04% No change 500 $99K
Monetary Management Group Inc. 0.02% No change 500 $99K
Kentucky Trust Co 0.05% No change 490 $97K
Cromwell Holdings LLC 0.05% No change 471 $93K
Bank & Trust Co 0.07% No change 462 $91K
BankPlus Trust Department 0.02% Reduce -14.9% 451 $89K
CYBER HORNET ETFs LLC 0.06% Add +4.2% 449 $89K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 434 $86K
Mark Sheptoff Financial Planning, LLC 0.04% No change 426 $84K
Exchange Traded Concepts, LLC 0.00% Reduce -27.7% 421 $83K
Hazlett, Burt & Watson, Inc. 0.03% No change 417 $83K
Grove Bank & Trust 0.01% No change 413 $82K
Quent Capital, LLC 0.01% New 400 $79K
1620 Investment Advisors, Inc. 0.05% No change 400 $79K
AdvisorNet Financial, Inc 0.00% No change 377 $75K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 361 $71K
Harbor Investment Advisory, LLC 0.01% Add +8.8% 360 $71K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +29.6% 359 $71K
Concord Wealth Partners 0.01% Reduce -8.7% 355 $70K
First Command Advisory Services, Inc. 0.00% No change 352 $70K
Cullen/Frost Bankers, Inc. 0.00% Add +37.8% 350 $69K
SOA Wealth Advisors, LLC. 0.01% Add +0.6% 344 $68K
Ameritas Advisory Services, LLC 0.00% Reduce -9.1% 331 $65K
Stone House Investment Management, LLC 0.01% Reduce -12.7% 329 $65K
MV Capital Management, Inc. 0.01% Add +166.7% 328 $65K
Plante Moran Financial Advisors, LLC 0.00% No change 310 $61K
Root Financial Partners, LLC 0.00% New 310 $61K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -8.6% 307 $61K
Deseret Mutual Benefit Administrators 0.02% No change 297 $59K
CVA Family Office, LLC 0.01% Add +0.3% 297 $59K
Smithfield Trust Co 0.00% No change 270 $54K
Summit Securities Group LLC 0.02% Add +146.8% 269 $53K
Sentry Investment Management LLC 0.04% Reduce -44.8% 281 $53K
Lanark Financial, Inc. 0.00% No change 261 $52K
Towne Trust Company, N.A 0.02% No change 250 $49K
Mascoma Wealth Management LLC 0.01% Add +0.8% 248 $49K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 240 $47K
Family Legacy Financial Solutions, LLC 0.04% No change 236 $47K
ORG Partners LLC 0.01% Add +4.9% 235 $46K
Salomon & Ludwin, LLC 0.00% Add +348.1% 233 $45K
Clearstead Trust, LLC 0.01% No change 220 $43K
Spire Wealth Management 0.00% Reduce -0.5% 211 $42K
Painted Porch Advisors LLC 0.02% No change 200 $40K
SRH Advisors, LLC 0.01% No change 200 $40K
Banque Transatlantique SA 0.00% No change 200 $39K
TFC Financial Management, Inc. 0.01% Add +13.7% 199 $39K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 196 $39K
Westside Investment Management, Inc. 0.01% Add +61.8% 199 $39K
Asset Dedication, LLC 0.00% Add +10.7% 196 $39K
Ameriflex Group, Inc. 0.01% Add +82.3% 186 $37K
Covestor Ltd 0.02% Reduce -16.9% 177 $36K
Blue Bell Private Wealth Management, LLC 0.01% Add +6.4% 182 $36K
HHM Wealth Advisors, LLC 0.00% Reduce -5.3% 180 $36K
TD Private Client Wealth LLC 0.00% Reduce -0.6% 176 $35K
Oakworth Capital, Inc. 0.00% Add +31.3% 168 $33K
Golden State Wealth Management, LLC 0.00% No change 162 $32K
WPG Advisers, LLC 0.02% Reduce -8.0% 161 $32K
Harbour Investments, Inc. 0.00% Add +6.1% 156 $31K
2UniFi Bank 0.02% Add +342.9% 155 $31K
Evermay Wealth Management LLC 0.00% No change 147 $29K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -15.2% 145 $29K
Key Financial Inc 0.01% Add +0.7% 142 $28K
Citizens National Bank Trust Department 0.00% No change 140 $28K
Wealth Preservation Advisors, LLC 0.02% No change 140 $28K
Prestige Wealth Management Group LLC 0.01% Reduce -15.3% 138 $27K
JPL Wealth Management, LLC 0.01% New 134 $26K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 132 $26K
VSM Wealth Advisory, LLC 0.01% No change 129 $25K
Motco 0.00% No change 128 $25K
Crowley Wealth Management, Inc. 0.02% Add +10.4% 127 $25K
Hantz Financial Services, Inc. 0.00% Add +75.0% 126 $25K
Ancora Advisors LLC 0.00% No change 126 $25K
Millstone Evans Group, LLC 0.02% No change 125 $25K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +8.0% 122 $24K
Larson Financial Group LLC 0.00% Add +5.5% 115 $23K
Binnacle Investments Inc 0.01% Add +4.7% 112 $22K
Rossby Financial, LCC 0.01% No change 113 $22K
Rise Advisors, LLC 0.01% Add +0.9% 109 $22K
Private Wealth Management Group, LLC 0.01% No change 106 $21K
SJS Investment Consulting Inc. 0.00% Add +1633.3% 104 $21K
Webster Bank, N. A. 0.00% No change 97 $19K
Tripletail Wealth Management, LLC 0.02% New 100 $19K
BOK Financial Private Wealth, Inc. 0.00% No change 91 $18K
Piscataqua Savings Bank 0.01% No change 91 $18K
Rialto Wealth Management, LLC 0.00% Reduce -22.1% 88 $17K
Physician Wealth Advisors, Inc. 0.00% Add +14.3% 88 $17K
McIlrath & Eck, LLC 0.00% Add +1.3% 80 $16K
Delta Asset Management LLC 0.00% No change 79 $16K
Bruce G. Allen Investments, LLC 0.01% No change 78 $15K
Wolff Wiese Magana LLC 0.01% No change 71 $14K
Capital Advisors, Ltd. LLC 0.00% No change 70 $14K
GW&K Investment Management, LLC 0.00% Add +1.4% 73 $14K
TD Capital Management LLC 0.00% Add +1.4% 71 $14K
Turning Point Benefit Group, Inc. 0.01% New 71 $14K
Investors Research Corp 0.00% Reduce -76.3% 70 $14K
Rothschild Investment LLC 0.00% No change 69 $14K
Caldwell Trust Co 0.00% No change 65 $13K
DiNuzzo Private Wealth, Inc. 0.00% No change 61 $12K
Parvin Asset Management, LLC 0.01% No change 58 $11K
Fortitude Family Office, LLC 0.00% No change 58 $11K
Frazier Financial Advisors, LLC 0.01% No change 56 $11K
True Wealth Design, LLC 0.00% Add +180.0% 56 $11K
DT Investment Partners, LLC 0.00% No change 55 $11K
Hurley Capital, LLC 0.01% No change 54 $11K
PFS Partners, LLC 0.01% No change 53 $10K
Red Tortoise LLC 0.00% No change 52 $10K
Avion Wealth 0.00% Add +6.3% 51 $10K
Tsfg, LLC 0.00% No change 51 $10K
Maseco LLP 0.00% No change 50 $10K
Cape Investment Advisory, Inc. 0.01% Add +13.6% 50 $10K
Caldwell Sutter Capital, Inc. 0.00% No change 50 $10K
Glass Jacobson Investment Advisors llc 0.00% No change 50 $10K
Murphy & Mullick Capital Management Corp 0.01% No change 50 $9K
AllSquare Wealth Management LLC 0.00% No change 46 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 46 $9K
Quaker Wealth Management, LLC 0.00% Reduce -52.6% 45 $9K
Truvestments Capital LLC 0.00% New 43 $8K
Halbert Hargrove Global Advisors, LLC 0.00% New 42 $8K
IMG Wealth Management, Inc. 0.01% No change 42 $8K
Rosenberg Matthew Hamilton 0.00% No change 42 $8K
LGT Financial Advisors LLC 0.02% Reduce -2.4% 41 $8K
Coston, McIsaac & Partners 0.00% No change 44 $8K
J.Safra Asset Management Corp 0.00% New 40 $8K
Bogart Wealth, LLC 0.00% Add +14.3% 40 $8K
Hughes Financial Services, LLC 0.00% Add +33.3% 40 $8K
First Pacific Financial 0.00% No change 38 $8K
Highline Wealth Partners LLC 0.00% No change 36 $7K
Aventura Private Wealth, LLC 0.00% No change 36 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 36 $7K
Centennial Bank 0.00% No change 35 $7K
FSA Wealth Management LLC 0.00% No change 35 $7K
Hilltop National Bank 0.00% No change 35 $7K
Manchester Capital Management LLC 0.00% No change 34 $7K
Howard Hughes Medical Institute 0.00% Reduce -2.9% 34 $7K
Bell Investment Advisors, Inc 0.00% Reduce -8.3% 33 $7K
Costello Asset Management, INC 0.00% Reduce -72.9% 26 $5K
Johnson Financial Group, Inc. 0.00% New 25 $5K
S&T Bank 0.00% No change 25 $5K
Colonial Trust Co / SC 0.00% No change 25 $5K
Financial Management Professionals, Inc. 0.00% Add +25.0% 25 $5K
CBIZ Investment Advisory Services, LLC 0.00% No change 25 $5K
GHP Investment Advisors, Inc. 0.00% No change 24 $5K
Quest 10 Wealth Builders, Inc. 0.00% No change 24 $5K
Transamerica Financial Advisors, LLC 0.00% Add +50.0% 24 $5K
Wealth Watch Advisors, INC 0.00% New 23 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 23 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 23 $5K
Abound Wealth Management 0.00% Add +4.5% 23 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 22 $4K
Marquette Asset Management, LLC 0.00% New 22 $4K
Alerus Financial NA 0.00% Reduce -38.9% 22 $4K
American National Bank & Trust 0.00% No change 21 $4K
Cloud Capital Management, LLC 0.00% New 21 $4K
Westfuller Advisors, LLC 0.00% New 19 $4K
Sachetta, LLC 0.00% No change 19 $4K
Quarry LP 0.00% New 19 $4K
Raffa Wealth Management, LLC 0.00% No change 19 $4K
Crews Bank & Trust 0.00% No change 18 $4K
TCTC Holdings, LLC 0.00% Reduce -50.0% 16 $3K
Dunhill Financial, LLC 0.00% Add +7.1% 15 $3K
New England Capital Financial Advisors LLC 0.00% No change 14 $3K
Activest Wealth Management 0.00% Add +16.7% 14 $3K
Valley Wealth Managers, Inc. 0.00% No change 14 $3K
MCF Advisors LLC 0.00% No change 13 $3K
Strive Asset Management, LLC 0.00% New 13 $3K
Nova Wealth Management, Inc. 0.00% No change 13 $3K
Crewe Advisors LLC 0.00% New 12 $2K
CENTRAL TRUST Co 0.00% Add +20.0% 12 $2K
Clark Wealth Partners 0.00% New 10 $2K
Aspect Partners, LLC 0.00% Add +900.0% 10 $2K
Elevation Wealth Partners, LLC 0.00% New 10 $2K
Mountain Hill Investment Partners Corp. 0.00% New 10 $2K
Tortoise Investment Management, LLC 0.00% Add +66.7% 10 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 9 $2K
Beaird Harris Wealth Management, LLC 0.00% Add +166.7% 8 $2K
Financial Network Wealth Advisors LLC 0.00% No change 7 $1K
Kilter Group LLC 0.00% Reduce -25.0% 6 $1K
Essential Partners LLC 0.00% Add +20.0% 6 $1K
Nvwm, LLC 0.00% No change 6 $1K
Strengthening Families & Communities, LLC 0.00% No change 5 $1K
Valley National Advisers Inc. 0.00% No change 5 $1K
Texas Capital Bancshares Inc 0.00% New 5 $988
HFM Investment Advisors, LLC 0.00% Add +25.0% 5 $988
Caitlin John, LLC 0.00% New 4 $881
American Capital Advisory, LLC 0.00% New 4 $791
DecisionPoint Financial, LLC 0.00% No change 4 $782
Creative Financial Designs Inc. 0.00% No change 3 $621
Retirement Wealth Solutions LLC 0.00% New 3 $593
Dogwood Wealth Management LLC 0.00% Add +50.0% 3 $593
Breakwater Investment Management 0.00% New 3 $593
IMA Advisory Services, Inc. 0.00% No change 3 $593
ESL Trust Services, LLC 0.00% New 3 $593
WestEnd Advisors, LLC 0.00% No change 3 $593
Seneschal Advisors, LLC 0.00% New 2 $396
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $396
Palisade Asset Management, LLC 0.00% New 2 $396
Davis Capital Management 0.00% — 2 $395
Principia Wealth Advisory, LLC 0.00% No change 2 $395
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 2 $395
Leonteq Securities AG 0.00% No change 2 $395
GPS Wealth Strategies Group, LLC 0.00% No change 2 $395
State of Wyoming 0.00% No change 2 $395
Valued Wealth Advisors LLC 0.00% No change 1 $203
North Capital, Inc. 0.00% New 1 $198
Winnacle Wealth LLC 0.00% New 1 $198
Caitong International Asset Management Co., Ltd 0.00% New 1 $198
Rakuten Securities, Inc. 0.00% No change 1 $198
High Note Wealth, LLC 0.00% Reduce -96.0% 1 $198
Y.D. More Investments Ltd 0.00% Reduce -15.8% 128 $77

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