M & T BankMTB

13F holders, Q4 2025 (December 31)
1,106holders +50
97new positions
78sold out
11famous investors
$201.44avg. 13F price*

At the end of Q4 2025, 1,106 institutions reported holding M & T Bank Corp. (MTB) in their 13F filings, up 50 from Q3 2025. 97 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($3.9B), FMR LLC ($2.7B) and BlackRock, Inc. ($2.6B). 11 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 Francois Rochon (0.1% of Giverny Capital's portfolio).

Company
M & T Bank Corp.
Filed as
M & T BK CORP (Q4 2025)
Sector
Finance
CUSIP
55261F104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions97$115.8M
Exits78$168.2M

All 13F filers, Q3 2025 → Q4 2025: 6,126,840 shares bought and 7,129,626 shares sold, net −1,002,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,106 holders

Vanguard Group Inc. 0.06% Add +1.5% 19,318,599 $3.9B
FMR LLC 0.14% Add +9.1% 13,326,445 $2.7B
BlackRock, Inc. 0.04% Add +3.9% 12,903,491 $2.6B
Wellington Management Group LLP 0.36% Reduce -0.7% 10,160,408 $2.0B
State Street Corp. 0.05% Reduce -2.0% 7,306,830 $1.5B
JPMorgan Chase & Co. 0.07% Reduce -14.5% 4,832,451 $973.6M
Geode Capital Management, LLC 0.05% Reduce -1.0% 4,274,367 $858.0M
State Farm Mutual Automobile Insurance Co. 0.65% No change 4,122,590 $830.6M
Invesco Ltd. 0.08% Add +11.1% 4,090,299 $824.1M
Morgan Stanley 0.05% Reduce -35.7% 3,995,284 $805.0M
Norges Bank 0.04% — 1,998,500 $402.7M
Dimensional Fund Advisors LP 0.07% Reduce -1.0% 1,551,263 $312.6M
Northern Trust Corp. 0.04% Reduce -4.6% 1,536,678 $309.6M
M&T Bank Corp 0.96% Add +0.3% 1,490,449 $300.3M
Bank of America Corp. 0.02% Add +5.0% 1,423,756 $286.9M
Bank of New York Mellon Corp 0.05% Add +3.6% 1,416,224 $285.3M
Nuveen, LLC 0.07% Reduce -1.9% 1,400,368 $282.1M
Massachusetts Financial Services Co. 0.08% Add +3.0% 1,217,812 $245.4M
Goldman Sachs Group Inc. 0.03% Add +21.3% 1,136,180 $228.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -1.4% 1,092,956 $220.2M
Legal & General Group Plc 0.05% Add +1.8% 1,072,695 $216.1M
UBS Group AG 0.04% Add +3.1% 1,066,750 $214.9M
Charles Schwab Investment Management Inc. 0.03% Add +0.4% 995,107 $200.5M
London Co. of Virginia 1.13% Reduce -6.3% 975,521 $196.5M
Jennison Associates LLC 0.10% Reduce -1.3% 829,772 $167.2M
First Trust Advisors LP 0.12% Add +23.6% 821,446 $165.5M
Menora Mivtachim Holdings LTD. 0.73% No change 773,119 $155.8M
Deutsche Bank AG 0.04% Add +56.3% 675,742 $136.1M
Canoe Financial LP 1.79% Add +50.5% 652,744 $131.5M
Thrivent Financial for Lutherans 0.23% Reduce -6.4% 624,450 $125.8M
Brandywine Global Investment Management, LLC 0.80% Add +24.0% 584,386 $117.7M
Wells Fargo & Company 0.02% Reduce -1.3% 540,688 $108.9M
Barclays PLC 0.04% Add +1.9% 530,305 $106.8M
Manufacturers Life Insurance Company, The 0.09% Reduce -9.6% 514,952 $103.8M
Alliancebernstein L.P. 0.03% Add +1.3% 473,746 $95.5M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -4.5% 442,282 $89.1M
Boston Partners 0.09% Add +4.3% 438,520 $88.4M
Davis Asset Management, L.P. 2.89% Add +23.1% 400,000 $80.6M
Ameriprise Financial Inc. 0.02% Add +12.7% 397,393 $80.1M
Russell Investments Group, Ltd. 0.09% Add +35.4% 396,531 $80.0M
LSV Asset Management 0.17% Add +14.5% 391,900 $79.0M
BNP Paribas Financial Markets 0.05% Add +27.9% 378,416 $76.2M
Neuberger Berman Group LLC 0.06% Add +97.7% 370,181 $74.6M
Stifel Financial Corp. 0.07% Reduce -3.5% 367,173 $74.0M
Federated Hermes, Inc. 0.12% Add +13.1% 366,275 $73.8M
HSBC Holdings PLC 0.04% Reduce -21.7% 364,874 $73.6M
RNC Capital Management LLC 3.35% Add +1.0% 365,052 $73.6M
Huntington National Bank 0.60% Add +0.9% 364,865 $73.5M
Korea Investment CORP 0.14% Add +15.9% 356,521 $71.8M
Munich Reinsurance Co Stock Corp in Munich 1.74% Add +37.1% 351,076 $71.5M
Anchor Capital Advisors LLC 2.07% Reduce -0.6% 354,250 $71.4M
Agf Management Ltd. 0.30% Add +92.4% 338,881 $68.3M
Smead Capital Management, Inc. 1.41% Reduce -6.5% 337,603 $68.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +6.6% 328,091 $66.9M
Cooke & Bieler LP 0.68% Add +0.4% 324,560 $65.4M
Amundi 0.02% Reduce -13.8% 321,671 $64.8M
California Public Employees Retirement System 0.04% Add +2.0% 317,494 $64.0M
Los Angeles Capital Management LLC 0.21% Reduce -25.4% 341,050 $62.3M
Royal Bank of Canada 0.01% Reduce -24.0% 305,957 $61.6M
Bank of Montreal 0.03% Reduce -3.2% 304,604 $61.4M
Rhumbline Advisers 0.05% Reduce -5.2% 292,729 $59.0M
National Pension Service 0.04% Add +3.3% 277,286 $55.9M
Envestnet Asset Management Inc. 0.02% Reduce -2.3% 269,386 $54.3M
AQR Capital Management 0.03% Reduce -15.7% 265,285 $53.4M
Natixis Advisors, LLC 0.07% Add +11.9% 261,383 $52.7M
Victory Capital Management Inc. 0.03% Reduce -1.1% 256,309 $51.6M
Absher Wealth Management, LLC 5.97% Add +0.3% 249,989 $50.4M
Berkshire Asset Management LLC 2.13% Reduce -2.9% 240,943 $48.5M
T. Rowe Price Associates Inc. 0.01% Add +1.2% 228,406 $46.0M
California State Teachers Retirement System 0.04% Reduce -2.9% 218,544 $44.0M
Miller Howard Investments Inc. 1.29% New 212,511 $42.8M
Qube Research & Technologies Ltd 0.06% Add +3.0% 208,489 $42.0M
LGT Capital Partners LTD. 2.08% Add +6.5% 207,841 $41.9M
Lansforsakringar Fondforvaltning AB (publ) 0.21% Add +17.7% 207,123 $41.7M
Advisors Capital Management, LLC 0.50% Add +3.8% 206,950 $41.7M
Principal Financial Group Inc. 0.02% Add +3.8% 182,150 $36.7M
Ariel Investments 0.39% Reduce -5.8% 180,402 $36.3M
Canada Pension Plan Investment Board 0.02% Add +158.5% 179,728 $36.2M
Invenomic Capital Management LP 1.70% Add +18.7% 174,507 $35.2M
Sapient Capital LLC 0.49% Reduce -2.6% 169,893 $34.6M
Caisse de depot et placement du Quebec 0.06% Add +27.3% 170,485 $34.3M
Citigroup Inc. 0.02% Add +0.2% 159,869 $32.2M
Bridgewater Associates 0.11% Reduce -3.7% 154,846 $31.2M
Tocqueville Asset Management L.P. 0.44% Add +0.9% 149,133 $30.0M
Danske Bank A/S 0.07% Reduce -1.2% 148,064 $29.8M
New York State Teachers Retirement System 0.06% Reduce -0.1% 144,170 $29.0M
Quantinno Capital Management LP 0.06% Add +23.4% 137,024 $27.6M
Artisan Partners Limited Partnership 0.04% Reduce -15.7% 135,518 $27.3M
LPL Financial LLC 0.01% Reduce -1.0% 129,971 $26.2M
Polaris Capital Management, LLC 2.11% Reduce -15.1% 125,994 $25.4M
Raymond James Financial Inc. 0.01% Reduce -4.5% 124,425 $25.1M
State Board of Administration of Florida Retirement System 0.04% Add +3.8% 121,876 $24.6M
Schroder Investment Management Group 0.02% Reduce -20.9% 119,973 $24.4M
Aberdeen Group plc 0.04% Reduce -1.5% 117,137 $23.6M
O'shaughnessy Asset Management, LLC 0.13% Add +38.3% 115,994 $23.4M
Panagora Asset Management Inc. 0.08% Add +81.0% 113,301 $22.8M
STRS Ohio 0.08% Reduce -15.5% 106,282 $21.4M
Sound Income Strategies, LLC 1.01% Add +0.5% 100,223 $21.3M
Aviva PLC 0.04% Add +5.5% 103,659 $20.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -5.0% 103,166 $20.8M
Oppenheimer Asset Management Inc. 0.26% Reduce -3.0% 103,007 $20.8M
CANADA LIFE ASSURANCE Co 0.04% Reduce -63.4% 102,440 $20.6M
General American Investors Co. Inc. 1.27% No change 101,100 $20.4M
New York State Common Retirement Fund 0.03% Reduce -12.4% 100,016 $20.2M
Curi Capital, LLC 0.34% Reduce -3.2% 98,073 $19.8M
Adams Diversified Equity Fund, Inc. 0.65% Add +4.3% 97,600 $19.7M
Millennium Management 0.01% Reduce -69.1% 96,332 $19.4M
Sei Investments Co. 0.02% Reduce -19.3% 94,716 $19.1M
State of Wisconsin Investment Board 0.04% Reduce -11.1% 88,148 $17.8M
PFA Pension, Forsikringsaktieselskab 0.05% — 86,939 $17.7M
PNC Financial Services Group, Inc. 0.01% Reduce -3.2% 87,431 $17.6M
Rafferty Asset Management, LLC 0.06% Reduce -17.4% 87,363 $17.6M
Matrix Asset Advisors Inc. 1.56% Reduce -1.1% 86,333 $17.4M
Jain Global LLC 0.17% Add +266.2% 83,379 $16.8M
Truist Financial Corp. 0.02% Add +9.0% 81,723 $16.5M
Janney Montgomery Scott LLC 0.04% Reduce -7.1% 79,172 $16.0M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -2.5% 78,397 $15.8M
Cetera Investment Advisers 0.02% Add +1.8% 76,487 $15.4M
Pictet Asset Management Holding SA 0.01% Add +10.0% 76,378 $15.4M
Prudential Financial Inc. 0.02% Reduce -14.9% 75,181 $15.1M
Royal London Asset Management Ltd. 0.03% Reduce -2.1% 74,939 $15.1M
Speece Thorson Capital Group Inc. 3.19% Reduce -22.1% 73,241 $14.8M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -15.7% 73,098 $14.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +171.2% 72,236 $14.6M
M&G PLC 0.08% New 71,303 $14.3M
Evergreen Capital Management LLC 0.32% Add +8.2% 70,695 $14.2M
Man Group plc 0.03% Add +37.4% 70,495 $14.2M
APG Asset Management N.V. 0.04% Reduce -10.6% 82,056 $14.1M
Vest Financial, LLC 0.18% Add +20.2% 68,829 $13.9M
Asset Management One Co., Ltd. 0.04% Reduce -5.0% 67,689 $13.9M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.20% — 68,127 $13.7M
Toronto Dominion Bank 0.02% Reduce -8.9% 68,013 $13.7M
Ensign Peak Advisors, Inc 0.02% Reduce -44.4% 66,670 $13.4M
Exencial Wealth Advisors, LLC 0.41% Add +0.1% 64,430 $13.0M
Treasurer of the State of North Carolina 0.04% Reduce -8.5% 64,408 $13.0M
National Bank of Canada 0.01% Add +18.8% 64,379 $13.0M
Commonwealth Equity Services, LLC 0.02% Reduce -5.7% 64,290 $13.0M
SG Americas Securities, LLC 0.02% Add +270.4% 63,638 $12.8M
Andra AP-fonden 0.16% Reduce -28.7% 63,400 $12.8M
American Century Companies Inc. 0.01% Add +0.6% 62,842 $12.7M
State of Tennessee, Department of Treasury 0.04% Reduce -5.8% 57,036 $12.6M
Mn Services Vermogensbeheer B.V. 0.08% Add +1.2% 62,263 $12.5M
KLP Kapitalforvaltning As 0.05% No change 59,204 $11.9M
OMERS ADMINISTRATION Corp 0.08% Add +258.6% 59,021 $11.9M
Assenagon Asset Management S.A. 0.02% Reduce -45.3% 57,958 $11.7M
Nisa Investment Advisors, LLC 0.04% Reduce -1.6% 57,620 $11.6M
Marshall Wace, LLP 0.01% Add +976.1% 57,549 $11.6M
Vinva Investment Management Ltd 0.14% Add +327.6% 56,885 $11.6M
Northwest & Ethical Investments L.P. 0.26% Add +6.8% 56,469 $11.4M
Davis Selected Advisers 0.05% Add +9.4% 55,846 $11.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Reduce -2.4% 55,845 $11.3M
Nomura Asset Management Co. Ltd. 0.03% Reduce -0.1% 55,372 $11.2M
TD Asset Management Inc 0.01% Reduce -3.4% 55,251 $11.1M
Horizon Investments, LLC 0.14% Reduce -1.2% 53,801 $10.8M
Prudential PLC 0.09% Add +4.0% 53,582 $10.8M
Verition Fund Management LLC 0.06% Add +9.9% 52,379 $10.6M
HighTower Advisors, LLC 0.01% Reduce -2.9% 51,697 $10.4M
FIL Ltd 0.01% Add +6.7% 51,351 $10.3M
Mutual of America Capital Management LLC 0.11% Add +10.5% 51,235 $10.3M
Gabelli Funds LLC 0.07% Reduce -1.9% 49,780 $10.0M
Sienna Gestion 0.59% No change 47,959 $9.7M
Entropy Technologies, LP 0.52% Add +107.6% 48,018 $9.7M
Creative Planning 0.01% Add +16.6% 47,485 $9.6M
Calamos Advisors LLC 0.06% Reduce -3.9% 47,462 $9.6M
Two Sigma Investments, LP 0.02% Add +204.8% 47,375 $9.5M
O'Keefe Stevens Advisory, Inc. 2.44% Add +0.7% 46,757 $9.4M
Resona Asset Management Co.,Ltd. 0.05% Reduce -7.3% 46,570 $9.4M
Public Employees Retirement System of Ohio 0.03% Reduce -11.9% 46,267 $9.3M
Osaic Holdings, Inc. 0.01% Reduce -13.8% 45,208 $9.1M
State of Michigan Retirement System 0.04% Reduce -3.8% 43,501 $8.8M
OP Asset Management Ltd 0.10% Add +134.3% 42,964 $8.7M
Arizona State Retirement System 0.05% Reduce -9.5% 42,833 $8.6M
Cambria Investment Management, L.P. 0.49% Reduce -9.0% 41,870 $8.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +4.8% 41,420 $8.3M
State of New Jersey Common Pension Fund D 0.03% Reduce -16.5% 41,046 $8.3M
AIA Group Ltd 0.12% Reduce -50.8% 41,040 $8.3M
Wealthfront Advisers LLC 0.02% Reduce -8.1% 40,629 $8.2M
Czech National Bank 0.05% Add +2.1% 40,526 $8.2M
Maltese Capital Management LLC 1.47% Reduce -49.4% 40,500 $8.2M
Cresset Asset Management, LLC 0.03% Add +2.9% 40,400 $8.1M
Hudson Edge Investment Partners Inc. 1.19% Reduce -1.9% 39,752 $8.0M
CIBC Asset Management Inc 0.02% Add +13.1% 39,367 $7.9M
ProShare Advisors LLC 0.01% Add +8.7% 39,319 $7.9M
Cutler Investment Counsel LLC 0.82% Reduce -2.2% 39,223 $7.9M
Fisher Asset Management 0.00% Add +8.2% 39,194 $7.9M
Cerity Partners LLC 0.01% Add +5.7% 39,182 $7.9M
Public Sector Pension Investment Board 0.03% Add +16.4% 39,176 $7.9M
Arnhold LLC 0.59% No change 38,377 $7.7M
MetLife Investment Management, LLC 0.04% Reduce -5.0% 36,842 $7.4M
IFM Investors Pty Ltd 0.06% Add +0.5% 36,532 $7.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -4.7% 35,748 $7.2M
German American Bancorp, Inc. 0.61% Reduce -1.6% 35,478 $7.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +9.4% 35,312 $7.1M
Citadel Advisors 0.00% Reduce -46.5% 34,779 $7.0M
Rhino Investment Partners, Inc 1.98% Reduce -16.4% 34,680 $7.0M
Brown Advisory Inc. 0.01% Reduce -4.9% 34,159 $6.9M
KBC Group NV 0.02% Reduce -7.3% 33,416 $6.7M
Achmea Investment Management B.V. 0.17% Add +0.2% 33,276 $6.7M
McCollum Christoferson Group LLC 1.92% Add +0.1% 33,008 $6.7M
Courier Capital LLC 0.37% Reduce -0.2% 32,818 $6.6M
Retirement Systems of Alabama 0.02% Reduce -1.9% 32,696 $6.6M
Gateway Investment Advisers LLC 0.06% Add +2.0% 32,489 $6.5M
Private Advisor Group, LLC 0.03% Add +0.4% 32,447 $6.5M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -1.0% 32,417 $6.5M
DNB Asset Management AS 0.02% Reduce -68.2% 32,009 $6.4M
GMO 0.02% Add +6.5% 31,857 $6.4M
Harvest Portfolios Group Inc. 0.11% Reduce -1.9% 31,850 $6.4M
Comerica Bank 0.03% Reduce -18.2% 31,564 $6.4M
Pathstone Holdings, LLC 0.02% Reduce -1.2% 31,536 $6.4M
Voya Investment Management LLC 0.01% Reduce -8.7% 31,034 $6.3M
Forsta Ap-Fonden 0.04% Reduce -5.2% 31,000 $6.2M
Sky Investment Group LLC 1.05% Reduce -0.1% 30,881 $6.2M
AustralianSuper Pty Ltd 0.03% New 30,703 $6.2M
Kimelman & Baird, LLC 0.46% No change 29,950 $6.0M
Corient Private Wealth LP 0.01% Add +23.6% 29,754 $6.0M
Westfield Capital Management Co. LP 0.02% Reduce -2.7% 29,712 $6.0M
HBK Sorce Advisory LLC 0.14% Add +4.3% 25,121 $6.0M
Amalgamated Bank 0.04% Reduce -0.7% 29,597 $6.0M
Howard Capital Management, LLC 0.08% Add +18.4% 29,452 $5.9M
Susquehanna International Group, LLP 0.01% Reduce -43.2% 28,795 $5.8M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -10.1% 28,682 $5.8M
Handelsbanken Fonder AB 0.02% Reduce -8.5% 28,394 $5.7M
Monte Financial Group, LLC 2.12% Add +10.1% 28,259 $5.7M
NFJ Investment Group, LLC 0.20% Reduce -2.7% 28,038 $5.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +20.0% 27,683 $5.6M
Robinson Value Management, Ltd. 2.98% Add +3.9% 27,338 $5.5M
PDT Partners, LLC 0.35% Add +233.9% 26,801 $5.4M
Woodline Partners LP 0.02% Add +27.2% 26,270 $5.3M
Fuller & Thaler Asset Management, Inc. 0.02% Reduce -5.4% 26,217 $5.3M
Reinhart Partners, Llc. 0.16% Reduce -46.5% 26,133 $5.3M
Utah Retirement Systems 0.05% Reduce -0.5% 25,715 $5.2M
Focus Partners Wealth 0.01% Add +35.1% 25,696 $5.2M
MUFG Securities EMEA plc 0.06% Add +755.9% 25,601 $5.2M
Daymark Wealth Partners, LLC 0.16% Add +0.4% 25,537 $5.1M
Florida Trust Wealth Management Co 0.14% Reduce -9.1% 25,334 $5.1M
Mackenzie Financial Corp. 0.01% Reduce -13.7% 24,972 $5.1M
Daiwa Securities Group Inc. 0.02% Add +0.8% 25,151 $5.1M
Allworth Financial LP 0.02% Add +0.3% 24,990 $5.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -11.8% 24,785 $5.0M
USS Investment Management Ltd 0.02% Add +0.6% 24,729 $5.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +22.0% 24,513 $4.9M
Bank of Nova Scotia 0.01% Add +24.5% 24,229 $4.9M
Credit Agricole S A 0.01% Reduce -48.2% 24,124 $4.9M
Rock Point Advisors, LLC 1.21% Add +0.9% 24,051 $4.8M
Orion Porfolio Solutions, LLC 0.04% Reduce -1.0% 23,988 $4.8M
DekaBank Deutsche Girozentrale 0.01% No change 30,240 $4.8M
Eurizon Capital SGR S.p.A. 0.01% — 23,950 $4.8M
Xponance LLC 0.04% Add +3.9% 23,835 $4.8M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -6.2% 23,400 $4.7M
Mariner, LLC 0.01% Reduce -28.6% 23,095 $4.7M
Bessemer Group Inc. 0.01% Reduce -0.5% 23,007 $4.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.4% 22,671 $4.6M
Lesa Sroufe & Co 3.36% Reduce -1.9% 22,414 $4.5M
New York Life Investment Management LLC 0.04% Reduce -2.0% 22,413 $4.5M
Macquarie Group Ltd. 0.02% Add +14.1% 22,367 $4.5M
Assetmark, Inc. 0.01% Reduce -52.1% 22,344 $4.5M
Candriam S.C.A. 0.02% Reduce -78.4% 21,870 $4.4M
Van Eck Associates Corp. 0.00% Add +5.7% 21,837 $4.4M
Franklin Resources Inc. 0.00% Add +0.8% 21,672 $4.4M
Cibc World Markets Corp. 0.02% — 21,469 $4.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% No change 21,287 $4.3M
Ethic Inc. 0.07% Reduce -9.5% 21,054 $4.2M
Vanguard Personalized Indexing Management, LLC 0.04% Add +6.5% 20,737 $4.2M
Rakuten Investment Management, Inc. 0.01% New 20,327 $4.2M
&partners 0.02% Add +30.6% 20,058 $4.0M
Nissay Asset Management Corp. /Japan 0.02% Reduce -1.4% 20,054 $4.0M
GAMCO Investors 0.04% Reduce -0.5% 20,022 $4.0M
Qsemble Capital Management, LP 0.33% New 19,987 $4.0M
Tudor Investment Corporation 0.02% New 19,926 $4.0M
Fiduciary Alliance LLC 0.26% Reduce -21.5% 19,773 $4.0M
Crawford Investment Counsel Inc. 0.07% Reduce -7.0% 19,663 $4.0M
Janus Henderson Group PLC 0.00% Add +1.8% 19,552 $3.9M
Avantax Planning Partners, Inc. 0.11% Add +1.8% 19,361 $3.9M
Captrust Financial Advisors 0.01% Add +115.8% 19,358 $3.9M
Tidal Investments LLC 0.02% Reduce -0.2% 19,093 $3.8M
Grandfield & Dodd, LLC 0.22% No change 19,006 $3.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +4.0% 17,971 $3.8M
Teewinot Capital Advisers, L.L.C. 0.28% No change 18,782 $3.8M
Rockefeller Capital Management L.P. 0.01% Add +81.6% 18,659 $3.8M
Lee Danner & Bass Inc. 0.27% Reduce -9.8% 18,385 $3.7M
Yousif Capital Management, LLC 0.04% Reduce -7.3% 17,039 $3.6M
Cibc World Market Inc. 0.01% Add +9.3% 17,764 $3.6M
Aristotle Capital Management, LLC 0.01% Reduce -11.8% 17,653 $3.6M
Oregon Public Employees Retirement Fund 0.04% Reduce -1.7% 17,575 $3.5M
Culbertson A N & Co. Inc. 0.48% Add +1.4% 17,484 $3.5M
Nordea Investment Management AB 0.00% Add +5.6% 16,981 $3.4M
Summit Trail Advisors, LLC 0.06% Add +2.8% 16,382 $3.3M
Beck Mack & Oliver LLC 0.06% Reduce -3.0% 16,251 $3.3M
Lakewood Asset Management LLC 1.91% Add +1.3% 16,138 $3.3M
Abacus Planning Group, Inc. 0.43% Add +0.1% 16,123 $3.2M
Strategic Financial Services, Inc. 0.15% Reduce -3.8% 13,609 $3.2M
NEOS Investment Management LLC 0.02% Add +18.4% 15,929 $3.2M
Oak Thistle LLC 0.44% New 15,606 $3.1M
Founders Capital Management, LLC 0.47% Reduce -0.7% 15,512 $3.1M
NewEdge Advisors, LLC 0.01% Reduce -1.1% 15,397 $3.1M
Pacer Advisors, Inc. 0.01% Reduce -9.9% 15,377 $3.1M
State of Alaska, Department of Revenue 0.03% Reduce -9.3% 15,240 $3.1M
LRI Investments, LLC 0.25% Reduce -0.1% 15,229 $3.1M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -18.2% 14,655 $3.0M
Sciencast Management LP 0.41% Reduce -30.8% 14,557 $2.9M
St Germain D J Co. Inc. 0.11% Reduce -1.6% 14,257 $2.9M
Investment Management Corp of Ontario 0.04% Add +84.2% 13,976 $2.8M
Trust Co. of Vermont 0.12% Reduce -6.7% 13,868 $2.8M
Avanza Fonder AB 0.07% No change 13,544 $2.7M
Basswood Capital Management, L.L.C. 0.12% No change 13,360 $2.7M
Bridgeway Capital Management, LLC 0.06% Add +3.2% 13,360 $2.7M
Tredje AP-fonden 0.02% Add +58.6% 13,212 $2.7M
SlateStone Wealth, LLC 0.22% No change 13,183 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% No change 12,988 $2.6M
Public Employees Retirement Association of Colorado 0.01% Reduce -17.6% 12,927 $2.6M
Elo Mutual Pension Insurance Co 0.04% Reduce -11.7% 12,792 $2.6M
Foundations Investment Advisors, LLC 0.03% Add +1078.2% 12,618 $2.5M
Flputnam Investment Management Co. 0.04% Add +1.4% 12,513 $2.5M
Bryn Mawr Trust Advisors, LLC 0.12% Add +0.2% 12,016 $2.4M
Hancock Whitney Corp. 0.04% Add +1.1% 11,974 $2.4M
Dana Investment Advisors, Inc. 0.07% Reduce -0.3% 11,825 $2.4M
Granite Group Advisors, LLC 1.34% Reduce -0.1% 11,705 $2.4M
Kestra Advisory Services, LLC 0.01% Add +24.8% 11,630 $2.3M
Hudock, Inc. 0.34% Reduce -0.8% 11,584 $2.3M
Generali Asset Management SPA SGR 0.05% New 11,513 $2.3M
Glenmede Trust Co. NA 0.01% — 11,392 $2.3M
Swiss Life Asset Management Ltd 0.01% Add +3.9% 11,324 $2.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.23% No change 11,280 $2.3M
Columbus Macro, LLC 0.25% Reduce -2.8% 11,253 $2.3M
Allstate Corp. 0.03% Add +99.4% 11,242 $2.3M
Park Avenue Securities LLC 0.02% Reduce -8.0% 11,170 $2.3M
MML Investors Services, LLC 0.01% Reduce -1.8% 11,087 $2.2M
Commonwealth Retirement Investments LLC 0.71% Add +0.4% 10,991 $2.2M
Mercer Global Advisors Inc. 0.00% Add +7.5% 10,935 $2.2M
Northcape Wealth Management, LLC 0.62% Add +1.9% 10,902 $2.2M
First National Trust Co 0.07% Reduce -10.7% 10,810 $2.2M
Lombard Odier Asset Management (Switzerland) SA 0.09% New 10,716 $2.2M
United Capital Financial Advisors, LLC 0.01% Reduce -9.6% 10,636 $2.1M
Hardman Johnston Global Advisors LLC 0.10% No change 10,630 $2.1M
Jones Financial Companies LLLP 0.00% Add +9.2% 10,615 $2.1M
Mizuho Securities USA LLC 0.04% Reduce -1.7% 11,191 $2.1M
Bradley Foster & Sargent Inc. 0.03% Reduce -0.9% 10,539 $2.1M
Peak Financial Advisors LLC 0.95% Add +194.8% 10,505 $2.1M
Commerzbank Aktiengesellschaft 0.04% Add +7.1% 10,321 $2.1M
Bright Futures Wealth Management, LLC. 1.54% Add +1.0% 10,216 $2.1M
Fifth Third Bancorp 0.01% Add +0.2% 10,185 $2.1M
Osmosis Investment Management UK Ltd 0.05% — 10,167 $2.0M
Roberts Glore & Co. Inc. 0.53% Reduce -1.5% 9,886 $2.0M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.25% Reduce -3.0% 9,865 $2.0M
Kentucky Retirement Systems 0.05% No change 9,829 $2.0M
Dynamic Advisor Solutions LLC 0.06% Reduce -1.4% 9,707 $2.0M
SouthState Bank Corp 0.09% Add +4.6% 9,532 $1.9M
QRG Capital Management, Inc. 0.02% Add +38.2% 9,521 $1.9M
Convergence Investment Partners, LLC 0.38% New 9,495 $1.9M
New Hampshire Trust 0.37% Reduce -1.1% 9,470 $1.9M
Swedbank AB 0.00% No change 9,462 $1.9M
Cozad Asset Management Inc. 0.15% Add +1.1% 9,459 $1.9M
Norinchukin Bank, The 0.02% Add +4.5% 9,423 $1.9M
Storebrand Asset Management As 0.01% Reduce -40.5% 9,383 $1.9M
Canada Post Corp Registered Pension Plan 0.07% Add +68.6% 9,330 $1.9M
Jane Street Group, LLC 0.00% Reduce -94.2% 9,306 $1.9M
Sanctuary Advisors, LLC 0.01% Reduce -8.7% 9,253 $1.9M
Sterling Capital Management LLC 0.03% Reduce -5.9% 9,113 $1.8M
Barrett & Company, Inc. 0.61% Reduce -5.1% 9,110 $1.8M
Charter Research & Investment Group, Inc. 1.21% Add +0.3% 9,001 $1.8M
Connecticut Wealth Management, LLC 0.08% Add +16.8% 8,975 $1.8M
Blair William & Co. 0.00% Reduce -8.6% 8,963 $1.8M
Hartford Investment Management Co. 0.05% Reduce -2.9% 8,961 $1.8M
Quantitative Investment Management, LLC 0.17% New 8,781 $1.8M
Keynote Financial Services LLC 0.99% Reduce -6.6% 8,754 $1.8M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -5.6% 8,705 $1.8M
US Bancorp \de 0.00% Reduce -18.8% 8,696 $1.8M
Lawood & Co. 1.64% — 8,619 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +32.9% 8,519 $1.7M
Cwm, LLC 0.00% Add +17.6% 8,367 $1.7M
Plato Investment Management Ltd 0.11% Add +0.9% 8,322 $1.7M
First United Bank & Trust 0.54% Reduce -0.6% 8,333 $1.7M
iSAM Funds (UK) Ltd 0.60% New 8,261 $1.7M
Gulf International Bank (UK) Ltd 0.05% No change 8,224 $1.7M
Jacobi Capital Management LLC 0.10% Add +0.4% 8,186 $1.6M
Praxis Investment Management Inc. 0.10% No change 8,184 $1.6M
IFG Advisory, LLC 0.07% Add +0.4% 8,160 $1.6M
Caprock Group, LLC 0.03% Add +22.4% 8,093 $1.6M
Waldron Private Wealth LLC 0.06% No change 8,018 $1.6M
Advisors Asset Management, Inc. 0.03% Reduce -27.9% 8,000 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.2% 7,952 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -3.7% 7,900 $1.6M
Wilmington Savings Fund Society, FSB 0.04% Reduce -53.2% 7,803 $1.6M
Maryland State Retirement & Pension System 0.03% Reduce -3.8% 7,681 $1.5M
Silvant Capital Management LLC 0.05% No change 7,614 $1.5M
Moors & Cabot, Inc. 0.07% Add +3.4% 7,594 $1.5M
Delphi Management Inc. 1.48% New 7,566 $1.5M
Old Port Advisors 0.37% Reduce -3.3% 7,542 $1.5M
Giverny Capital 0.05% No change 7,540 $1.5M
Commerce Bank 0.01% Add +2.4% 7,502 $1.5M
IFP Advisors, Inc 0.03% Add +0.4% 7,497 $1.5M
Benjamin Edwards Inc. 0.02% Add +31.4% 7,483 $1.5M
Banque Cantonale Vaudoise 0.05% Add +268.1% 7,418 $1.5M
Pinnacle Associates Ltd. 0.02% Reduce -0.1% 7,405 $1.5M
Raiffeisen Bank International AG 0.02% Reduce -3.3% 7,296 $1.5M
Savant Capital, LLC 0.01% Reduce -2.9% 7,359 $1.5M
Merit Financial Group, LLC 0.01% Add +19.5% 7,330 $1.5M
Means Investment Co., Inc. 0.12% Reduce -5.7% 7,320 $1.5M
Tiaa Trust, National Association 0.00% Add +0.2% 7,313 $1.5M
Donoghue Forlines LLC 0.45% Reduce -3.2% 7,264 $1.5M
Boston Trust Walden Corp 0.01% Reduce -12.2% 7,175 $1.4M
Quadrant Capital Group LLC 0.04% Add +2.0% 7,168 $1.4M
Jefferies Financial Group Inc. 0.01% Add +114.0% 7,143 $1.4M
New Mexico Educational Retirement Board 0.04% Reduce -1.4% 7,126 $1.4M
ING Groep NV 0.01% Reduce -3.1% 7,094 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.1% 6,992 $1.4M
DRW Securities, LLC 0.11% Add +105.0% 7,024 $1.4M
Angel Oak Capital Advisors, LLC 2.02% Add +72.5% 6,900 $1.4M
Crossmark Global Holdings, Inc. 0.02% Add +37.2% 6,841 $1.4M
Eastern Bank 0.02% No change 6,809 $1.4M
Arlington Trust Co LLC 0.14% No change 6,750 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.3% 6,670 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Reduce -66.2% 6,648 $1.3M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -36.1% 6,544 $1.3M
J. Safra Sarasin Holding AG 0.02% Reduce -18.6% 6,480 $1.3M
Abn Amro Investment Solutions 0.02% Add +316.9% 6,479 $1.3M
Essex Financial Services, Inc. 0.07% Reduce -16.6% 6,471 $1.3M
AG2R La Mondiale Gestion D'actifs 0.06% Reduce -13.6% 6,401 $1.3M
Allianz Asset Management GmbH 0.00% Reduce -25.3% 6,359 $1.3M
Farringdon Capital, Ltd. 0.31% Add +377.4% 6,325 $1.3M
EP Wealth Advisors, LLC 0.01% — 6,256 $1.3M
Elevation Point Wealth Partners, LLC 0.06% Add +166.7% 6,241 $1.3M
Vestmark Advisory Solutions, Inc. 0.02% New 6,186 $1.2M
MAI Capital Management 0.01% Add +164.9% 6,138 $1.2M
Principle Wealth Partners LLC 0.07% Add +9.8% 6,129 $1.2M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -69.1% 6,075 $1.2M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -22.2% 6,021 $1.2M
Advisory Services Network, LLC 0.02% Add +171.2% 5,944 $1.2M
Atria Investments, Inc 0.01% Reduce -2.0% 5,904 $1.2M
Mirabella Financial Services LLP 0.12% New 5,880 $1.2M
Ashton Thomas Private Wealth, LLC 0.03% Add +4.3% 5,645 $1.1M
denkapparat Operations GmbH 0.61% New 5,594 $1.1M
Marble Wealth, LLC 0.16% — 5,574 $1.1M
Bluesphere Advisors LLC 0.50% No change 5,557 $1.1M
GAMMA Investing LLC 0.06% Add +2.8% 5,556 $1.1M
E. Ohman J:or Asset Management AB 0.03% New 5,534 $1.1M
Croban 0.53% New 5,477 $1.1M
Staley Capital Advisers Inc. 0.05% Add +19.0% 5,475 $1.1M
PEAK6 LLC 0.03% New 5,376 $1.1M
North Dakota State Investment Board 0.04% — 5,369 $1.1M
Parisi Gray Wealth Management 0.24% No change 5,324 $1.1M
Guggenheim Capital LLC 0.01% Reduce -37.5% 5,314 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 5,308 $1.1M
ASR Vermogensbeheer N.V. 0.01% Reduce -0.5% 5,307 $1.1M
Empirical Finance, LLC 0.05% Reduce -4.0% 5,301 $1.1M
Vise Technologies, Inc. 0.02% Add +24.6% 5,279 $1.1M
Apollon Wealth Management, LLC 0.02% Add +0.3% 5,202 $1.0M
Teacher Retirement System of Texas 0.00% Reduce -75.4% 5,172 $1.0M
L.K. Benson & Company, P.C. 0.52% Reduce -10.9% 5,153 $1.0M
Burns J W & Co. Inc. 0.11% No change 5,141 $1.0M
Infrastructure Capital Advisors, LLC 0.17% Add +5.7% 5,138 $1.0M
Cora Capital Advisors LLC 0.40% Add +0.3% 5,131 $1.0M
Brevan Howard Capital Management LP 0.02% Reduce -89.9% 5,119 $1.0M
Modern Wealth Management, LLC 0.02% Add +5.0% 5,020 $1.0M
Ally Financial Inc. 0.12% No change 5,000 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Add +1.5% 4,996 $1.0M
Metis Global Partners, LLC 0.02% Reduce -28.4% 4,924 $992K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.4% 4,911 $989K
JGP Wealth Management, LLC 0.10% Reduce -4.6% 4,822 $972K
AlphaQuest LLC 0.05% Reduce -77.9% 4,809 $969K
Siemens Fonds Invest GmbH 0.05% Add +111.5% 4,743 $965K
Atlantic Union Bankshares Corp 0.02% No change 4,701 $947K
Vident Advisory, LLC 0.01% Reduce -12.9% 4,637 $934K
RKL Wealth Management LLC 0.08% Add +0.3% 4,612 $929K
Procyon Advisors, LLC 0.05% Add +1.0% 4,612 $929K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -0.4% 4,607 $928K
Pure Financial Advisors, LLC 0.01% Add +3.5% 4,575 $922K
Fiduciary Trust Co 0.01% Reduce -6.1% 4,568 $920K
Lido Advisors, LLC 0.00% Reduce -0.6% 4,608 $913K
PensionDanmark Pensionsforsikringsaktieselskab 0.01% — 4,520 $911K
Hamilton Capital Partners Inc. 0.03% Add +69.3% 4,519 $910K
Aviance Capital Partners, LLC 0.10% No change 4,505 $908K
Meeder Advisory Services, Inc. 0.04% Reduce -4.5% 4,502 $907K
Mufg Securities Americas Inc. 0.06% Reduce -1.4% 4,499 $906K
Kintra Wealth, LLC 0.13% Add +0.1% 4,489 $904K
HB Wealth Management, LLC 0.01% Add +7.1% 4,473 $901K
Farther Finance Advisors, LLC 0.01% Add +20.9% 4,455 $898K
Baird Financial Group, Inc. 0.00% Reduce -38.6% 4,427 $892K
Aptus Capital Advisors, LLC 0.01% Reduce -1.2% 4,318 $870K
Coldstream Capital Management Inc. 0.01% Reduce -28.1% 4,317 $870K
Wedmont Private Capital 0.03% Reduce -2.7% 4,111 $862K
Beacon Investment Advisory Services, Inc. 0.04% Add +3.8% 4,271 $861K
Centiva Capital, LP 0.05% New 4,255 $857K
Wealthspire Advisors, LLC 0.01% Add +51.8% 4,254 $857K
HRT Financial LP 0.00% Reduce -95.0% 4,239 $854K
Natixis 0.00% New 4,238 $854K
Glenview Trust Co 0.01% Add +0.9% 4,235 $853K
Denali Advisors LLC 0.09% Add +221.2% 4,217 $850K
Sterling Investment Counsel, LLC 0.24% Reduce -5.0% 4,212 $849K
Securian Asset Management, Inc. 0.03% Reduce -44.0% 4,179 $842K
Empowered Funds, LLC 0.01% Reduce -24.2% 4,178 $842K
Hanson & Doremus Investment Management 0.10% Reduce -2.5% 4,176 $841K
Brown Brothers Harriman & Co. 0.00% Add +5.4% 4,169 $840K
Vontobel Holding Ltd. 0.00% Reduce -0.7% 4,168 $840K
Taylor Securities Services, Inc. 0.38% — 4,130 $832K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 4,120 $830K
Mutual Advisors, LLC 0.02% Reduce -0.6% 4,113 $829K
Squarepoint Ops LLC 0.00% Reduce -1.7% 4,096 $825K
Northeast Investment Management 0.03% New 4,091 $824K
Carnegie Investment Counsel 0.02% Reduce -4.6% 4,085 $823K
Nomura Holdings Inc. 0.00% Add +1.7% 4,082 $822K
Saranac Partners Ltd 0.32% New 4,050 $816K
Norway Savings Bank 0.38% Reduce -12.0% 4,045 $815K
Haverford Trust Co 0.01% Reduce -2.4% 4,033 $813K
Laird Norton Wetherby Trust Company, LLC 0.02% New 4,014 $809K
Ruffer LLP 0.04% Reduce -64.4% 4,000 $807K
Robeco Institutional Asset Management B.V. 0.00% Reduce -20.9% 4,005 $807K
Smartleaf Asset Management LLC 0.03% Add +7.2% 3,949 $804K
Silver Grove Financial Group, Inc. 0.69% Add +3.6% 3,983 $802K
Nottingham Advisors, Inc. 0.11% Reduce -2.0% 3,978 $801K
Bangor Savings Bank 0.06% No change 3,961 $798K
Dopkins Wealth Management, LLC 0.32% Reduce -6.4% 3,857 $777K
Emergent Wealth Advisors, LLC 0.44% Add +0.4% 3,851 $776K
Qtron Investments LLC 0.10% Add +19.3% 3,811 $768K
Mount Lucas Management LP 0.34% Add +1.3% 3,782 $762K
Boothbay Fund Management, LLC 0.02% New 3,782 $762K
SeaCrest Wealth Management, LLC 0.08% New 3,627 $760K
Global Retirement Partners, LLC 0.01% Add +87.6% 3,767 $759K
Johnson Investment Counsel Inc. 0.01% Reduce -13.3% 3,743 $754K
Howe & Rusling Inc. 0.05% Add +0.1% 3,695 $745K
Mountain Pacific Investment Advisers LLC 0.12% Reduce -2.6% 3,687 $743K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +0.3% 3,649 $735K
Citizens & Northern Corp. 0.18% Add +7.6% 3,642 $734K
Fidelis Capital Partners, LLC 0.05% Reduce -4.8% 3,634 $732K
Crestwood Advisors Group, LLC 0.01% Add +8.8% 3,631 $732K
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -3.7% 3,622 $730K
Onyx Bridge Wealth Group LLC 0.08% Add +0.0% 3,618 $729K
AlphaCore Capital LLC 0.02% Add +67.1% 3,607 $727K
Kintegral Advisory, LLC 0.06% Reduce -2.7% 3,582 $722K
Mgo One Seven LLC 0.01% Add +1.6% 3,552 $716K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -46.5% 3,547 $715K
Argent Trust Co 0.02% Reduce -0.2% 3,516 $708K
Virtu Financial LLC 0.03% New 3,513 $708K
Farrell Financial LLC 0.42% Reduce -1.3% 3,512 $708K
Parallel Advisors, LLC 0.01% Reduce -0.1% 3,501 $705K
Brookstone Capital Management 0.01% Reduce -12.8% 3,489 $703K
Meitav Investment House Ltd. 0.01% Reduce -37.4% 3,483 $702K
Verdence Capital Advisors LLC 0.04% Add +46.6% 3,481 $701K
Farmers & Merchants Investments Inc. 0.02% Reduce -24.8% 3,480 $701K
Thoroughbred Financial Services, LLC 0.04% Add +2.1% 3,465 $698K
Burney Co./ 0.02% Add +0.1% 3,417 $688K
Vestcor Inc 0.02% No change 3,411 $687K
Tower Research Capital LLC (TRC) 0.02% Add +39.1% 3,403 $686K
XML Financial, LLC 0.06% Reduce -9.8% 3,398 $685K
Hedeker Wealth, LLC 0.14% Add +0.9% 3,379 $681K
Choreo, LLC 0.01% Reduce -20.8% 3,317 $680K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.5% 3,318 $669K
Numerai GP LLC 0.08% Add +88.8% 3,285 $662K
Integrated Wealth Concepts LLC 0.01% Reduce -52.0% 3,280 $661K
Western Wealth Management, LLC 0.03% No change 3,270 $659K
Fred Alger Management, LLC 0.00% New 3,266 $658K
Philip James Wealth Mangement, LLC 0.08% Reduce -0.6% 3,262 $657K
Syon Capital LLC 0.03% Add +11.2% 3,245 $654K
Cutler Capital Management, LLC 0.24% No change 3,238 $652K
Bryant Woods Investment Advisors, LLC 0.25% Add +0.7% 3,209 $646K
Citizens Financial Group Inc. 0.01% Add +4.9% 3,150 $635K
Quadcap Wealth Management, LLC 0.07% Reduce -1.3% 3,116 $628K
Meridian Wealth Management, LLC 0.02% Add +11.3% 3,072 $619K
Intech Investment Management LLC 0.01% Reduce -80.4% 3,052 $615K
Inceptionr LLC 0.17% New 3,040 $612K
Balyasny Asset Management L.P. 0.00% Reduce -75.4% 3,025 $609K
EntryPoint Capital, LLC 0.24% No change 2,997 $604K
OneDigital Investment Advisors LLC 0.01% Reduce -11.0% 2,991 $603K
Forum Financial Management, LP 0.01% Add +0.4% 2,989 $602K
Gotham Asset Management 0.00% Reduce -0.4% 2,961 $597K
Mather Group, Llc. 0.01% Reduce -3.6% 2,958 $596K
StoneX Group Inc. 0.03% Reduce -6.4% 2,949 $594K
Keybank National Association 0.00% Add +8.0% 2,923 $589K
Summitry LLC 0.02% New 2,878 $580K
Fulton Bank, N.A. 0.02% Reduce -0.2% 2,856 $575K
Lodestone Wealth Management LLC 0.23% Reduce -2.0% 2,840 $572K
Arkadios Wealth Advisors 0.01% Add +25.9% 2,815 $567K
Tobam 0.14% New 2,814 $567K
Legacy Financial Advisors, Inc. 0.08% Reduce -1.1% 2,785 $561K
Campbell & CO Investment Adviser LLC 0.03% Reduce -18.0% 2,769 $558K
J2 Capital Management Inc 0.41% Add +4.2% 2,768 $558K
Estabrook Capital Management 0.08% No change 2,748 $554K
West Branch Capital LLC 0.14% Reduce -14.4% 2,746 $553K
JB Capital LLC 0.02% Add +0.5% 2,719 $548K
GC Wealth Management RIA, LLC 0.02% Reduce -42.1% 2,712 $546K
Independence Financial Advisors, LLC 0.15% Reduce -0.1% 2,708 $546K
Ballentine Partners, LLC 0.01% Reduce -3.2% 2,701 $544K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -0.1% 2,698 $544K
Montag A & Associates Inc. 0.02% No change 2,663 $537K
Snowden Capital Advisors LLC 0.01% Add +0.0% 2,642 $532K
CFS Investment Advisory Services, LLC 0.04% No change 2,639 $532K
VAUGHAN & Co SECURITIES, INC. 0.27% Reduce -2.5% 2,625 $529K
Independent Financial Group, LLC 0.01% Add +0.1% 2,607 $525K
Mystic Asset Management, Inc. 0.12% Reduce -6.6% 2,571 $518K
Summit Financial, LLC 0.01% Reduce -0.9% 2,561 $516K
Carret Asset Management, LLC 0.05% No change 2,536 $511K
Ransom Advisory, Ltd 0.20% Add +2.0% 2,513 $506K
Flagship Harbor Advisors, LLC 0.02% Reduce -2.3% 2,508 $505K
Ostrum Asset Management 0.02% Reduce -24.9% 2,508 $505K
Concurrent Investment Advisors, LLC 0.01% Add +99.6% 2,493 $502K
Beacon Pointe Advisors, LLC 0.00% Add +120.5% 2,483 $500K
Bar Harbor Wealth Management 0.03% Reduce -14.6% 2,472 $498K
Pinebridge Investments LLC 0.00% — 2,456 $495K
Plancorp, LLC 0.01% Reduce -0.1% 2,451 $494K
Tritonpoint Wealth, LLC 0.05% Reduce -2.8% 2,436 $491K
Illinois Municipal Retirement Fund 0.01% Reduce -94.8% 2,427 $489K
Cannell & Spears LLC 0.01% Add +77.1% 2,418 $487K
PFG Investments, LLC 0.02% Reduce -1.9% 2,417 $487K
TCW Group Inc. 0.00% New 2,417 $487K
Valmark Advisers, Inc. 0.01% Add +0.5% 2,406 $485K
Ascent Group, LLC 0.02% Reduce -2.1% 2,403 $484K
Joel Isaacson & Co., LLC 0.02% Add +0.1% 2,390 $481K
Resonant Capital Advisors, LLC 0.03% Add +2.4% 2,373 $478K
Sandhill Capital Partners LLC 0.03% No change 2,365 $477K
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.8% 2,362 $476K
Westover Capital Advisors, LLC 0.09% Reduce -9.6% 2,356 $475K
Sigma Planning Corp 0.01% Reduce -24.3% 2,346 $473K
Empirical Asset Management, LLC 0.13% Reduce -6.7% 2,320 $467K
Greenleaf Trust 0.00% Reduce -2.0% 2,301 $464K
King Wealth Management Group 0.06% Reduce -0.7% 2,299 $463K
First Horizon Corp. 0.02% Reduce -4.1% 2,297 $463K
Optimize Financial Inc. 0.23% Add +1.1% 2,293 $462K
Asahi Life Asset Management Co., LTD. 0.26% New 2,280 $459K
Legacy Wealth Asset Management, LLC 0.11% Reduce -23.5% 2,277 $459K
Cornell Pochily Investment Advisors, Inc. 0.13% Reduce -2.1% 2,275 $458K
GeoWealth Management, LLC 0.02% Add +41.3% 2,270 $457K
Kestra Private Wealth Services, LLC 0.01% Add +24.2% 2,268 $457K
Whittier Trust Co. 0.00% No change 2,159 $456K
Foster Dykema Cabot & Partners, LLC 0.03% Reduce -33.3% 2,253 $454K
SC&H Financial Advisors, Inc. 0.07% New 2,242 $452K
Lewis Asset Management, LLC 0.18% Add +0.1% 2,234 $450K
River Wealth Advisors LLC 0.05% Reduce -3.0% 2,228 $449K
Wedbush Securities Inc. 0.01% Add +2.4% 2,223 $448K
Cary Street Partners Financial LLC 0.01% Add +286.7% 2,208 $445K
Financial Management Network Inc. 0.07% Reduce -6.1% 2,172 $443K
International Assets Investment Management, LLC 0.03% Add +67.6% 2,197 $443K
Profund Advisors LLC 0.01% Reduce -16.4% 2,190 $441K
AE Wealth Management LLC 0.00% Add +1.4% 2,190 $441K
Signaturefd, LLC 0.01% Add +0.6% 2,181 $439K
US Asset Management LLC 0.36% Reduce -0.7% 2,173 $438K
LVW Advisors, LLC 0.04% Add +0.4% 2,160 $435K
DAVENPORT & Co LLC 0.00% Reduce -45.8% 2,142 $432K
Independent Solutions Wealth Management, LLC 0.08% No change 2,135 $430K
Independent Advisor Alliance 0.01% Add +1.5% 2,129 $429K
Callan Family Office, LLC 0.01% Add +13.1% 2,111 $425K
Columbia Bank 0.12% Reduce -7.2% 2,110 $425K
Valeo Financial Advisors, LLC 0.01% Add +5.6% 2,107 $424K
Ingalls & Snyder LLC 0.02% No change 2,103 $424K
Excalibur Management Corp. 0.15% Reduce -0.2% 2,102 $424K
Exchange Traded Concepts, LLC 0.00% Add +397.6% 2,095 $422K
Compound Planning, Inc. 0.01% Reduce -1.7% 2,083 $420K
Ritholtz Wealth Management 0.01% Reduce -4.8% 2,080 $419K
Magnolia Capital Management Ltd. 0.31% Reduce -6.7% 2,080 $419K
Mission Wealth Management, LP 0.01% New 2,079 $419K
Moneco Advisors, LLC 0.03% Reduce -0.8% 2,073 $418K
Kingsview Wealth Management, LLC 0.01% Reduce -4.1% 2,064 $416K
Breakwater Capital Group 0.06% No change 2,060 $415K
Clearview Wealth Advisors LLC 0.26% Reduce -4.9% 2,055 $414K
Salvus Wealth Management, LLC 0.23% Add +2.2% 2,051 $413K
Welch & Forbes LLC 0.01% No change 2,046 $412K
Prentice Wealth Management LLC 0.09% No change 2,045 $412K
Impact Partnership Wealth, LLC 0.05% Reduce -5.3% 2,023 $408K
Argonautica Private Wealth Management, Inc. 0.12% Reduce -12.0% 2,011 $405K
Charter Capital Management, LLC\DE 0.21% No change 2,000 $403K
Deltec Asset Management LLC 0.07% No change 2,000 $403K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -10.7% 1,898 $401K
Kingswood Wealth Advisors, LLC 0.02% Add +17.0% 1,991 $401K
Waverly Advisors, LLC 0.00% Add +17.1% 1,990 $401K
Integrity Alliance, Llc. 0.01% Add +23.6% 1,986 $400K
Aaron Wealth Advisors LLC 0.02% Reduce -49.2% 1,980 $399K
Wellington Shields & Co., LLC 0.10% No change 1,966 $396K
Tema ETFs LLC 0.03% Reduce -0.2% 1,966 $396K
IHT Wealth Management, LLC 0.01% Reduce -5.8% 1,963 $396K
DF Dent & Co. Inc. 0.01% Reduce -40.5% 1,963 $396K
1832 Asset Management L.P. 0.00% Reduce -97.3% 1,960 $395K
Blue Trust, Inc. 0.00% Reduce -5.2% 1,932 $389K
Diversify Advisory Services, LLC 0.01% Add +6.1% 1,834 $389K
Mayflower Financial Advisors, LLC 0.05% Add +0.5% 1,931 $389K
Kathmere Capital Management, LLC 0.03% Add +13.3% 1,924 $388K
Chicago Capital, LLC 0.01% Reduce -0.1% 1,916 $386K
Washington Trust Advisors, Inc. 0.03% Add +0.3% 1,909 $385K
Ellevest, Inc. 0.05% Reduce -15.4% 1,893 $381K
Marathon Mission, Inc. 0.22% Add +0.6% 1,873 $377K
FORA Capital, LLC 0.05% Reduce -23.2% 1,671 $376K
Community Financial Services Group, LLC 0.07% Reduce -6.0% 1,865 $376K
Addison Advisors LLC 0.08% No change 1,863 $375K
Premier Path Wealth Partners, LLC 0.05% Reduce -2.6% 1,858 $374K
Kera Capital Partners, Inc. 0.05% New 1,684 $373K
Brooklyn Investment Group 0.02% New 1,822 $373K
Trust Asset Management LLC 0.03% Reduce -4.0% 1,844 $372K
Sage Investment Counsel LLC 0.41% No change 1,837 $370K
GTS Securities LLC 0.01% Add +73.2% 1,824 $368K
Sagespring Wealth Partners, LLC 0.01% Add +11.9% 1,816 $366K
SmartHarvest Portfolios, LLC 0.13% — 1,815 $366K
V-Square Quantitative Management LLC 0.04% New 1,809 $364K
Jump Financial, LLC 0.00% Reduce -61.5% 1,800 $363K
WealthTrust Axiom LLC 0.09% No change 1,795 $362K
Financiere des Professionnels - Fonds d'investissement inc. 0.02% No change 1,793 $361K
Cornerstone Wealth Group, LLC 0.02% Reduce -94.0% 1,775 $358K
CIBC Private Wealth Group LLC 0.00% Reduce -15.5% 1,774 $357K
Voleon Capital Management LP 0.01% Reduce -22.6% 1,774 $357K
Collective Family Office LLC 0.08% Add +12.7% 1,771 $357K
Fiducient Advisors LLC 0.04% Reduce -5.3% 1,770 $357K
Mma Asset Management LLC 0.13% No change 1,756 $354K
Venture Visionary Partners LLC 0.01% Reduce -34.7% 1,753 $353K
Douglass Winthrop Advisors, LLC 0.01% No change 1,750 $353K
SevenBridge Financial Group, LLC 0.06% No change 1,629 $349K
Resurgent Financial Advisors LLC 0.18% Reduce -23.3% 1,729 $348K
World Investment Advisors 0.01% Add +52.6% 1,723 $347K
AssuredPartners Investment Advisors, LLC 0.05% Add +59.9% 1,722 $347K
Princeton Capital Management LLC 0.09% Add +0.8% 1,706 $344K
Connors Investor Services Inc. 0.03% No change 1,704 $343K
WealthCare Investment Partners, LLC 0.10% Add +0.8% 1,680 $343K
Note Advisors, LLC 0.18% Reduce -4.9% 1,560 $342K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -3.4% 1,692 $341K
Midwest Trust Co 0.00% Reduce -6.4% 1,689 $340K
Level Financial Advisors 0.09% Add +0.1% 1,689 $340K
Novak & Powell Financial Services, Inc. 0.18% Add +0.5% 1,686 $340K
Mitchell McLeod Pugh & Williams Inc. 0.05% New 1,380 $328K
CX Institutional 0.01% Add +1.2% 1,622 $327K
Zions Bancorporation, National Association 0.02% Add +9.4% 1,621 $327K
BLB&B Advisors, LLC 0.01% Add +1.1% 1,620 $326K
Sunbelt Securities, Inc. 0.02% Add +0.1% 1,620 $326K
Empower Advisory Group, LLC 0.00% Reduce -1.8% 1,605 $323K
BXM Wealth LLC 0.25% No change 1,600 $322K
Chicago Partners Investment Group LLC 0.01% Reduce -3.7% 1,501 $321K
Shufro Rose & Co. LLC 0.02% Add +19.5% 1,585 $319K
First Manhattan Co. Llc. 0.00% Add +8.6% 1,584 $319K
Evolve Private Wealth, LLC 0.02% — 1,583 $319K
Groupama Asset Managment 0.00% Reduce -9.3% 1,562 $315K
Redwood Financial Network Corp 0.20% Reduce -32.2% 1,550 $312K
Daner Wealth Management, LLC 0.19% Add +0.8% 1,321 $312K
NewEdge Wealth, LLC 0.00% New 1,548 $312K
Sound View Wealth Advisors Group, LLC 0.02% No change 1,542 $311K
Diversified Trust Co. 0.01% Reduce -3.7% 1,532 $309K
Optas, LLC 0.05% Add +14.7% 1,530 $308K
Smallwood Wealth Investment Management, LLC 0.16% No change 1,523 $307K
Cigna Investments Inc. 0.04% No change 1,510 $305K
First National Bank of Omaha 0.01% No change 1,510 $304K
Armstrong, Fleming & Moore, Inc 0.14% No change 1,481 $298K
Leuthold Group, LLC 0.03% Add +0.1% 1,480 $298K
Resources Management Corp. /CT/ 0.04% No change 1,477 $298K
Alpine Woods Capital Investors, LLC 0.07% No change 1,465 $295K
SCS Capital Management LLC 0.00% Add +0.1% 1,458 $294K
Everhart Financial Group, Inc. 0.03% Add +13.7% 1,457 $294K
Westpac Banking Corp. 0.02% Add +22.9% 1,454 $293K
Brooklyn FI, LLC 0.06% New 1,452 $293K
Fifth Third Wealth Advisors LLC 0.01% Reduce -4.1% 1,452 $293K
Legacy Advisors, LLC 0.03% Add +7.2% 1,447 $292K
Aureum Wealth Management, LLC 0.27% — 1,440 $290K
Seneca House Advisors 0.11% Reduce -22.7% 1,430 $288K
Burns Matteson Capital Management, LLC 0.12% No change 1,425 $287K
Old North State Trust, LLC 0.17% No change 1,418 $286K
Dakota Wealth Management 0.01% New 1,418 $286K
Counterpoint Mutual Funds LLC 0.02% New 1,416 $285K
Fortitude Advisory Group L.L.C. 0.12% Add +0.3% 1,409 $284K
Axq Capital, LP 0.06% New 1,407 $283K
Checchi Capital Advisers, LLC 0.02% Add +2.8% 1,406 $283K
First Heartland Consultants, Inc. 0.02% New 1,395 $281K
Armstrong Advisory Group, Inc. 0.02% No change 1,383 $279K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.4% 1,376 $277K
Silverlake Wealth Management LLC 0.06% Add +0.2% 1,367 $275K
Riggs Asset Managment Co. Inc. 0.06% No change 1,357 $273K
Investment House LLC 0.01% No change 1,350 $272K
Sageworth Trust Co 0.01% No change 1,350 $272K
apricus wealth, LLC 0.14% New 1,340 $270K
Mill Creek Capital Advisors, LLC 0.01% Add +3.2% 1,338 $270K
EverSource Wealth Advisors, LLC 0.01% Reduce -3.8% 1,329 $268K
Frec Markets, Inc. 0.08% — 1,313 $265K
Carnegie Lake Advisors LLC 0.10% No change 1,313 $265K
Quotient Wealth Partners, LLC 0.01% Reduce -3.2% 1,312 $264K
Buffalo Business & Estate Services Ltd. 0.04% — 1,304 $263K
Edgestream Partners, L.P. 0.01% New 1,302 $262K
Strait & Sound Wealth Management LLC 0.10% No change 1,290 $260K
Successful Portfolios LLC 0.13% Reduce -0.4% 1,226 $260K
Cary Street Partners Investment Advisory LLC 0.07% Add +0.7% 1,286 $259K
Traphagen Investment Advisors LLC 0.02% Reduce -3.5% 1,286 $259K
Blueshift Asset Management, LLC 0.07% New 1,285 $259K
Alliance Wealth Advisors, LLC 0.12% No change 1,281 $258K
Armistice Capital, LLC 0.01% New 1,277 $257K
Community Bank, N.A. 0.03% No change 1,272 $256K
Diversified Enterprises, LLC 0.02% New 1,258 $254K
Alchemi Wealth, LLC 0.14% — 1,255 $253K
Chapman Financial Group, LLC 0.17% No change 1,250 $252K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,155 $251K
Regent Peak Wealth Advisors LLC 0.05% Reduce -0.5% 1,245 $251K
Neo Ivy Capital Management 0.04% New 1,239 $250K
Prospera Financial Services Inc 0.00% Add +14.1% 1,233 $249K
Frederick Financial Consultants, LLC 0.14% Reduce -0.7% 1,234 $249K
Spirepoint Private Client, LLC 0.02% New 1,221 $246K
Wayfinding Financial, LLC 0.10% Add +0.1% 1,223 $246K
YHB Investment Advisors, Inc. 0.02% No change 1,211 $244K
Ferguson Wellman Capital Management, Inc. 0.00% No change 1,208 $243K
Oppenheimer & Co. Inc. 0.00% Reduce -4.0% 1,208 $243K
Beacon Financial Group 0.02% Add +0.5% 1,207 $243K
HBW Advisory Services LLC 0.03% Reduce -0.7% 1,207 $243K
Up Strategic Wealth Investment Advisors LLC 0.17% New 1,011 $241K
Baker Avenue Asset Management, LP 0.01% Add +2.1% 1,190 $240K
Heartwood Wealth Advisors LLC 0.02% Reduce -10.5% 1,190 $240K
Patton Fund Management, Inc. 0.03% Reduce -9.7% 1,188 $239K
Stratos Wealth Partners, LTD. 0.00% Reduce -36.7% 1,182 $238K
Larry Mathis Financial Planning, LLC 0.21% — 1,180 $238K
TrueWealth Advisors, LLC 0.06% No change 1,180 $238K
Hudson Portfolio Management LLC 0.20% No change 1,176 $237K
Applied Capital LLC 0.16% No change 1,175 $237K
Woodmont Investment Counsel LLC 0.01% Add +1.0% 1,173 $236K
Cornerstone Advisors Asset Management, LLC 0.04% No change 1,169 $236K
HM Payson & Co. 0.00% Reduce -1.2% 1,168 $235K
Bradyco, Inc. 0.29% Reduce -21.4% 1,160 $234K
Integrated Quantitative Investments LLC 0.05% No change 1,142 $230K
HUB Investment Partners, LLC 0.01% New 1,138 $229K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -2.3% 1,133 $228K
Moody Aldrich Partners LLC 0.04% New 1,131 $228K
WBH Advisory Inc. 0.02% No change 1,129 $227K
Ascent Wealth Partners, LLC 0.03% Reduce -6.5% 1,119 $225K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -0.1% 1,116 $225K
JFS Wealth Advisors, LLC 0.01% Add +2.8% 1,112 $224K
Grant Private Wealth Management Inc 0.13% New 1,103 $222K
Inscription Capital, LLC 0.02% Reduce -2.7% 1,102 $222K
Enhancing Capital LLC 0.16% No change 1,100 $222K
Prosperity Consulting Group, LLC 0.01% Reduce -7.2% 1,100 $222K
Capital Investment Management, Inc. 0.08% — 1,088 $219K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -8.4% 1,087 $219K
Kovack Advisors, Inc. 0.01% Add +3.5% 1,087 $219K
Flagship Wealth Advisors, LLC 0.06% No change 1,069 $215K
XTX Topco Ltd 0.01% Reduce -10.9% 1,067 $215K
Apella Capital, LLC 0.00% New 1,065 $215K
Davis Investment Partners, LLC 0.07% Reduce -2.1% 1,051 $215K
Tompkins Financial Corp. 0.02% Reduce -10.5% 1,061 $214K
Neville Rodie & Shaw Inc. 0.01% No change 1,052 $212K
Wilkins Investment Counsel Inc. 0.03% No change 1,050 $212K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% No change 1,050 $212K
Prime Capital Investment Advisors, LLC 0.00% Reduce -7.8% 1,049 $211K
Smithfield Trust Co 0.01% Add +289.3% 1,051 $211K
Caitong International Asset Management Co., Ltd 0.05% Add +104300.0% 1,044 $210K
Medallion Wealth Advisors, LLC 0.07% No change 1,039 $209K
Parsons Capital Management Inc. 0.01% No change 1,035 $209K
Perigon Wealth Management, LLC 0.00% New 1,019 $205K
Capital Management Associates, Inc 0.05% No change 1,019 $205K
Canandaigua National Bank & Trust Co. 0.02% No change 1,014 $204K
Latitude Advisors, LLC 0.09% Reduce -28.6% 1,013 $204K
Pinnacle Wealth Management Advisory Group, LLC 0.01% New 1,013 $204K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,008 $203K
Catalyst Financial Partners LLC 0.02% New 1,006 $203K
Portfolio Design Labs, LLC 0.03% New 1,004 $202K
Eagle Rock Investment Company, LLC 0.03% New 1,002 $202K
Garrison Point Advisors, LLC 0.09% New 1,000 $201K
Certuity, LLC 0.01% New 994 $200K
Garton & Associates Financial Advisors LLC 0.12% — 993 $200K
Measured Wealth Private Client Group, LLC 0.05% No change 968 $195K
Hager Investment Management Services, LLC 0.10% No change 923 $186K
Clearstead Advisors, LLC 0.00% Reduce -58.8% 914 $184K
SHP Wealth Management 0.01% — 908 $183K
Central Pacific Bank - Trust Division 0.02% No change 900 $181K
PDS Planning, Inc 0.01% Reduce -0.4% 900 $181K
Financial Consulate, Inc. 0.02% Add +0.5% 890 $179K
Penserra Capital Management LLC 0.00% Reduce -4.7% 860 $172K
Fideuram Asset Management (Ireland) dac 0.01% — 848 $166K
Princeton Global Asset Management LLC 0.03% Reduce -33.3% 787 $159K
Versant Capital Management, Inc 0.02% Add +10.5% 771 $155K
Quarry LP 0.03% Add +3873.7% 755 $152K
Piscataqua Savings Bank 0.11% Add +728.6% 754 $152K
Powell Investment Advisors, LLC 0.05% New 747 $151K
Geneos Wealth Management Inc. 0.00% No change 732 $147K
Arax Advisory Partners 0.00% Reduce -62.4% 720 $145K
UMB Bank, n.a. 0.00% Add +26.9% 707 $142K
Basecamp Wealth Advisors LLC 0.03% — 704 $142K
Parkside Financial Bank & Trust 0.01% Add +4.6% 687 $138K
SBI Securities Co., Ltd. 0.00% Add +0.3% 678 $137K
POM Investment Strategies, LLC 0.07% New 673 $136K
NBT Bank, N.A. 0.01% Add +0.4% 701 $134K
Private Trust Co. NA 0.01% Reduce -3.9% 590 $119K
Ogorek Anthony Joseph /NY/ 0.03% No change 583 $117K
Roxbury Financial LLC 0.10% Add +0.2% 565 $114K
AlphaCentric Advisors LLC 0.11% — 550 $111K
Marshall & Sterling Wealth Advisors Inc. 0.07% Reduce -9.2% 521 $105K
Mechanics Financial Corp 0.04% No change 500 $101K
Monetary Management Group Inc. 0.02% No change 500 $101K
DV Trading LLC 0.01% — 495 $100K
Kentucky Trust Co 0.05% No change 490 $99K
Cromwell Holdings LLC 0.05% No change 471 $95K
CYBER HORNET ETFs LLC 0.06% Add +4.7% 470 $95K
Bank & Trust Co 0.07% No change 462 $93K
Key Capital Management, INC 0.09% — 459 $92K
BankPlus Trust Department 0.02% No change 451 $91K
Manning & Napier Advisors LLC 0.00% Reduce -96.9% 449 $90K
MV Capital Management, Inc. 0.01% Add +34.8% 442 $89K
Alphadyne Asset Management LP 0.01% New 440 $89K
Quent Capital, LLC 0.01% Add +9.3% 437 $88K
Mark Sheptoff Financial Planning, LLC 0.04% No change 426 $86K
Grove Bank & Trust 0.01% No change 413 $83K
Hazlett, Burt & Watson, Inc. 0.03% No change 417 $83K
1620 Investment Advisors, Inc. 0.05% No change 400 $81K
Harbor Investment Advisory, LLC 0.01% Add +6.9% 385 $78K
AdvisorNet Financial, Inc 0.00% Add +1.3% 382 $77K
Root Financial Partners, LLC 0.00% Add +23.2% 382 $77K
Vision Retirement, LLC 0.02% — 369 $74K
Cullen/Frost Bankers, Inc. 0.00% Add +3.1% 361 $73K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 361 $73K
Salomon & Ludwin, LLC 0.01% Add +45.5% 339 $71K
First Command Advisory Services, Inc. 0.00% No change 352 $71K
SOA Wealth Advisors, LLC. 0.01% Add +0.6% 346 $70K
Stone House Investment Management, LLC 0.01% No change 329 $66K
Concord Wealth Partners 0.01% Reduce -9.9% 320 $65K
Hantz Financial Services, Inc. 0.00% Add +151.6% 317 $64K
Pension & Wealth Management Advisors, Inc. 0.02% Add +0.7% 309 $62K
Board of the Pension Protection Fund 0.06% New 300 $60K
CVA Family Office, LLC 0.01% Add +0.7% 299 $60K
Deseret Mutual Benefit Administrators 0.03% No change 297 $60K
Sentry Investment Management LLC 0.04% No change 281 $57K
Ossiam 0.00% Reduce -43.8% 282 $57K
Rossby Financial, LCC 0.02% Add +146.0% 278 $56K
Lanark Financial, Inc. 0.00% Add +3.8% 271 $55K
CoreCap Advisors, LLC 0.00% Reduce -46.9% 266 $54K
Hoese & Co LLP 0.04% New 250 $50K
Towne Trust Company, N.A 0.02% No change 250 $50K
Mascoma Wealth Management LLC 0.01% Add +0.8% 250 $50K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 240 $48K
Summit Securities Group LLC 0.01% Reduce -13.4% 233 $47K
Spire Wealth Management 0.00% Add +8.1% 228 $46K
2UniFi Bank 0.02% Add +38.7% 215 $43K
DV Equities, LLC 0.01% — 215 $43K
Clearstead Trust, LLC 0.01% Reduce -4.5% 210 $42K
Harbour Investments, Inc. 0.00% Add +34.0% 209 $42K
Pinnacle Wealth Planning Services, Inc. 0.00% New 201 $40K
Westside Investment Management, Inc. 0.01% No change 199 $40K
Banque Transatlantique SA 0.00% No change 200 $40K
SRH Advisors, LLC 0.01% No change 200 $40K
Asset Dedication, LLC 0.00% No change 196 $39K
Ancora Advisors LLC 0.00% Add +55.6% 196 $39K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 196 $39K
Blue Bell Private Wealth Management, LLC 0.01% No change 182 $37K
HHM Wealth Advisors, LLC 0.00% No change 180 $36K
TD Private Client Wealth LLC 0.00% Add +2.3% 180 $36K
TFC Financial Management, Inc. 0.00% Reduce -12.1% 175 $35K
Physician Wealth Advisors, Inc. 0.00% Add +97.7% 174 $35K
Covestor Ltd 0.02% Reduce -2.8% 172 $35K
Walleye Capital LLC 0.00% Reduce -99.9% 169 $34K
Oakworth Capital, Inc. 0.00% No change 168 $34K
Elyxium Wealth, LLC 0.01% New 166 $33K
Triumph Capital Management 0.01% New 166 $33K
Golden State Wealth Management, LLC 0.00% No change 162 $33K
WPG Advisers, LLC 0.02% No change 161 $32K
Reflection Asset Management 0.02% — 154 $31K
Evermay Wealth Management LLC 0.00% No change 147 $30K
Larson Financial Group LLC 0.00% Add +26.1% 145 $29K
Key Financial Inc 0.01% No change 142 $29K
Citizens National Bank Trust Department 0.00% No change 140 $28K
Wealth Preservation Advisors, LLC 0.01% No change 140 $28K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 132 $27K
VSM Wealth Advisory, LLC 0.01% No change 129 $26K
Motco 0.00% No change 128 $26K
Millstone Evans Group, LLC 0.01% No change 125 $25K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -11.5% 108 $22K
ORG Partners LLC 0.00% Reduce -54.0% 108 $22K
Tripletail Wealth Management, LLC 0.03% No change 100 $20K
CDKV Holdings LLC 0.02% — 100 $20K
WHI TRUST Co LLC 0.02% — 100 $20K
Bell Investment Advisors, Inc 0.00% Add +200.0% 99 $20K
Cornerstone Planning Group LLC 0.00% Reduce -83.0% 92 $20K
Aster Capital Management (DIFC) Ltd 0.01% New 97 $20K
Webster Bank, N. A. 0.00% No change 97 $20K
Meramec Financial Planners, LLC 0.01% — 81 $19K
Torren Management, LLC 0.01% — 95 $19K
Ameriflex Group, Inc. 0.01% Reduce -50.0% 93 $19K
BOK Financial Private Wealth, Inc. 0.00% No change 91 $18K
Godfrey Financial Associates, Inc. 0.02% — 90 $18K
MidFirst Bank 0.00% — 1,255 $18K
Rialto Wealth Management, LLC 0.00% Reduce -3.4% 85 $17K
McIlrath & Eck, LLC 0.00% No change 80 $16K
Rothschild Investment LLC 0.00% Add +13.0% 78 $16K
Bruce G. Allen Investments, LLC 0.01% Reduce -1.3% 77 $16K
GW&K Investment Management, LLC 0.00% Reduce -1.4% 72 $15K
Wolff Wiese Magana LLC 0.01% No change 71 $14K
Turning Point Benefit Group, Inc. 0.01% No change 71 $14K
TD Capital Management LLC 0.00% No change 71 $14K
Kohmann Bosshard Financial Services, LLC 0.00% New 70 $14K
Capital Advisors, Ltd. LLC 0.00% No change 70 $14K
Caldwell Trust Co 0.00% No change 65 $13K
MPWM Advisory Solutions, LLC 0.01% New 64 $13K
DiNuzzo Private Wealth, Inc. 0.00% Add +4.9% 64 $13K
Prestige Wealth Management Group LLC 0.00% Reduce -54.4% 63 $13K
SageView Advisory Group, LLC 0.00% New 63 $13K
Manchester Capital Management LLC 0.00% Add +82.3% 62 $12K
Delta Asset Management LLC 0.00% Reduce -24.1% 60 $12K
Fortitude Family Office, LLC 0.00% Reduce -1.7% 57 $11K
Frazier Financial Advisors, LLC 0.01% No change 56 $11K
Bokf, NA 0.00% New 56 $11K
Private Wealth Management Group, LLC 0.00% Reduce -48.1% 55 $11K
DT Investment Partners, LLC 0.00% No change 55 $11K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -63.5% 53 $11K
PFS Partners, LLC 0.00% No change 53 $11K
Red Tortoise LLC 0.00% No change 52 $10K
Osbon Capital Management LLC 0.01% — 50 $10K
Murphy & Mullick Capital Management Corp 0.01% No change 50 $10K
Caldwell Sutter Capital, Inc. 0.00% No change 50 $10K
Glass Jacobson Investment Advisors llc 0.00% No change 50 $10K
Avion Wealth 0.00% Add +5.9% 54 $10K
Tsfg, LLC 0.00% No change 51 $10K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -85.5% 52 $10K
Cape Investment Advisory, Inc. 0.00% Reduce -2.0% 49 $10K
McGuire Capital Advisors Inc. 0.01% — 48 $10K
First Pacific Financial 0.00% Add +23.7% 47 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 46 $9K
Keating Financial Advisory Services, Inc. 0.00% — 46 $9K
Quaker Wealth Management, LLC 0.00% No change 45 $9K
Coston, McIsaac & Partners 0.00% No change 44 $9K
True Wealth Design, LLC 0.00% Reduce -21.4% 44 $9K
Truvestments Capital LLC 0.00% No change 43 $9K
Transamerica Financial Advisors, LLC 0.00% Add +79.2% 43 $9K
Curio Wealth, LLC 0.00% New 41 $8K
IMG Wealth Management, Inc. 0.01% No change 42 $8K
Rosenberg Matthew Hamilton 0.00% No change 42 $8K
SJS Investment Consulting Inc. 0.00% Reduce -60.6% 41 $8K
LGT Financial Advisors LLC 0.05% No change 41 $8K
Hughes Financial Services, LLC 0.00% No change 40 $8K
Steigerwald, Gordon & Koch Inc. 0.00% New 40 $8K
J.Safra Asset Management Corp 0.00% No change 40 $8K
Maseco LLP 0.00% Reduce -24.0% 38 $8K
Highline Wealth Partners LLC 0.00% No change 36 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 36 $7K
Bogart Wealth, LLC 0.00% Reduce -10.0% 36 $7K
Centennial Bank 0.00% No change 35 $7K
Howard Hughes Medical Institute 0.00% No change 34 $7K
Luken Investment Analytics, LLC 0.00% New 33 $7K
Wilkerson Advisory Group LLC 0.00% — 33 $7K
Kemnay Advisory Services Inc. 0.00% New 33 $7K
Sachetta, LLC 0.00% Add +57.9% 30 $6K
S&T Bank 0.00% Add +20.0% 30 $6K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 29 $6K
Clayton Financial Group LLC 0.00% New 28 $6K
Godsey & Gibb, Inc. 0.00% New 28 $6K
Fairman Group, LLC 0.00% New 28 $6K
Financial Management Professionals, Inc. 0.00% Add +12.0% 28 $6K
Kingdom Financial Group LLC. 0.00% New 27 $5K
Johnson Financial Group, Inc. 0.00% Add +8.0% 27 $5K
Costello Asset Management, INC 0.00% No change 26 $5K
Colonial Trust Co / SC 0.00% No change 25 $5K
CBIZ Investment Advisory Services, LLC 0.00% No change 25 $5K
GHP Investment Advisors, Inc. 0.00% No change 24 $5K
Abound Wealth Management 0.00% Add +4.3% 24 $5K
Quest 10 Wealth Builders, Inc. 0.00% No change 24 $5K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% — 24 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 23 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 23 $5K
Alerus Financial NA 0.00% No change 22 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 22 $4K
Wealth Watch Advisors, INC 0.00% Reduce -13.0% 20 $4K
Westfuller Advisors, LLC 0.00% No change 19 $4K
Raffa Wealth Management, LLC 0.00% No change 19 $4K
Prosperity Bancshares Inc 0.00% — 18 $4K
Crews Bank & Trust 0.00% No change 18 $4K
HFM Investment Advisors, LLC 0.00% Add +240.0% 17 $3K
Sunrise Financial Services, LLC 0.00% — 17 $3K
Dunhill Financial, LLC 0.00% Add +6.7% 16 $3K
Essential Partners LLC 0.00% Add +166.7% 16 $3K
TCTC Holdings, LLC 0.00% No change 16 $3K
New England Capital Financial Advisors LLC 0.00% No change 14 $3K
Strive Financial Group ,LLC 0.00% — 14 $3K
Valley Wealth Managers, Inc. 0.00% No change 14 $3K
JNBA Financial Advisors 0.00% New 14 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +55.6% 14 $3K
CENTRAL TRUST Co 0.00% Add +16.7% 14 $3K
MCF Advisors LLC 0.00% No change 13 $3K
Nova Wealth Management, Inc. 0.00% No change 13 $3K
Cornerstone Financial Management LLC 0.00% — 12 $2K
Dogwood Wealth Management LLC 0.00% Add +300.0% 12 $2K
Crewe Advisors LLC 0.00% No change 12 $2K
Hilton Head Capital Partners, LLC 0.00% — 11 $2K
Global Trust Asset Management, LLC 0.00% New 11 $2K
Elevated Capital Advisors, LLC 0.00% New 11 $2K
Inspire Investing, LLC 0.00% New 10 $2K
1015 Capital Partners, LLC 0.00% — 10 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 10 $2K
Clark Wealth Partners 0.00% No change 10 $2K
Aspect Partners, LLC 0.00% No change 10 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 8 $2K
Financial Network Wealth Advisors LLC 0.00% No change 7 $1K
Paladin Partners, LLC 0.00% — 7 $1K
Nemes Rush Group LLC 0.00% New 7 $1K
Signature Equity Partners, LLC 0.00% — 6 $1K
Kilter Group LLC 0.00% No change 6 $1K
Nvwm, LLC 0.00% No change 6 $1K
North Star Investment Management Corp. 0.00% New 6 $1K
Chilton Capital Management LLC 0.00% New 6 $1K
Atlas Capital Advisors Inc. 0.00% — 5 $1K
WestEnd Advisors, LLC 0.00% Add +66.7% 5 $1K
Valley National Advisers Inc. 0.00% No change 5 $1K
Caitlin John, LLC 0.00% No change 4 $904
Quattro Advisors LLC 0.00% — 4 $824
Ares Financial Consulting, LLC 0.00% — 4 $806
Evolution Wealth Management Inc. 0.00% New 4 $806
DecisionPoint Financial, LLC 0.00% No change 4 $806
Toth Financial Advisory Corp. 0.00% New 4 $806
Creative Financial Designs Inc. 0.00% No change 3 $638
Retirement Wealth Solutions LLC 0.00% No change 3 $605
Principia Wealth Advisory, LLC 0.00% Add +50.0% 3 $604
IMA Advisory Services, Inc. 0.00% No change 3 $604
High Note Wealth, LLC 0.00% Add +200.0% 3 $604
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 2 $451
Seneschal Advisors, LLC 0.00% No change 2 $403
American Capital Advisory, LLC 0.00% Reduce -50.0% 2 $403
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $403
Leonteq Securities AG 0.00% No change 2 $403
Valued Wealth Advisors LLC 0.00% No change 1 $208
Y.D. More Investments Ltd 0.00% Reduce -13.3% 111 $205
NorthAvenue LLC 0.00% — 1 $202
Winnacle Wealth LLC 0.00% No change 1 $202
Arcadia Investment Management Corp. 0.00% New 1 $202
Rakuten Securities, Inc. 0.00% No change 1 $201
Optima Capital LLC 0.00% New 1 $201

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