M & T BankMTB

13F holders, Q1 2026 (March 31)
1,111holders +5
87new positions
85sold out
10famous investors
$206.23avg. 13F price*

At the end of Q1 2026, 1,111 institutions reported holding M & T Bank Corp. (MTB) in their 13F filings, up 5 from Q4 2025. 87 opened new positions and 85 sold out. The largest holders were FMR LLC ($2.7B), BlackRock, Inc. ($2.7B) and Wellington Management Group LLP ($2.1B). 10 famous investors held it, including John W. Rogers Jr. (0.4% of Ariel Investments's portfolio), Francois Rochon (0.1% of Giverny Capital's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions87$82.8M
Exits85$192.4M

All 13F filers, Q4 2025 → Q1 2026: 5,672,397 shares bought and 6,067,619 shares sold, net −395,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,111 holders

FMR LLC 0.14% Reduce -1.2% 13,171,336 $2.7B
BlackRock, Inc. 0.05% Add +0.8% 13,001,548 $2.7B
Wellington Management Group LLP 0.38% Reduce -2.0% 9,952,312 $2.1B
Vanguard Capital Management LLC 0.05% — 9,778,661 $2.0B
Vanguard Portfolio Management LLC 0.08% — 7,488,537 $1.5B
State Street Corp. 0.05% Reduce -2.1% 7,151,957 $1.5B
Morgan Stanley 0.06% Add +11.4% 4,452,035 $920.3M
Geode Capital Management, LLC 0.06% Add +3.3% 4,416,145 $909.7M
State Farm Mutual Automobile Insurance Co. 0.67% No change 4,122,590 $852.2M
Invesco Ltd. 0.08% Reduce -2.2% 4,001,924 $827.3M
JPMorgan Chase & Co. 0.05% Reduce -17.1% 4,004,229 $805.4M
Bank of America Corp. 0.02% Add +13.0% 1,608,603 $332.5M
Dimensional Fund Advisors LP 0.07% Add +1.6% 1,576,071 $325.8M
Northern Trust Corp. 0.04% Reduce -1.1% 1,520,291 $314.3M
Nuveen, LLC 0.08% Reduce -0.7% 1,391,099 $287.6M
Bank of New York Mellon Corp 0.05% Reduce -1.9% 1,389,245 $287.2M
Massachusetts Financial Services Co. 0.08% Reduce -3.2% 1,178,636 $244.1M
Goldman Sachs Group Inc. 0.03% Add +2.0% 1,159,391 $239.7M
M&T Bank Corp 0.78% Reduce -23.0% 1,147,339 $237.2M
Legal & General Group Plc 0.05% Reduce -0.7% 1,065,020 $220.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -5.4% 1,034,031 $213.8M
Charles Schwab Investment Management Inc. 0.03% Add +2.2% 1,016,642 $210.2M
Jennison Associates LLC 0.14% Add +17.5% 975,309 $201.6M
Menora Mivtachim Holdings LTD. 0.94% Add +24.5% 962,619 $199.0M
UBS Group AG 0.03% Reduce -13.7% 921,146 $190.4M
London Co. of Virginia 1.12% Reduce -9.5% 882,721 $182.5M
Vanguard Fiduciary Trust Co. 0.04% — 852,044 $176.1M
Barclays PLC 0.05% Add +22.6% 650,099 $134.4M
Franklin Resources Inc. 0.03% Add +2674.1% 601,202 $124.3M
Thrivent Financial for Lutherans 0.23% Reduce -8.0% 574,660 $118.8M
Wells Fargo & Company 0.02% Reduce -0.6% 537,507 $111.1M
Deutsche Bank AG 0.04% Reduce -21.3% 531,861 $109.9M
Neuberger Berman Group LLC 0.08% Add +39.2% 515,245 $106.5M
Canoe Financial LP 1.39% Reduce -24.4% 493,304 $102.0M
Panagora Asset Management Inc. 0.38% Add +334.3% 492,113 $101.7M
Alliancebernstein L.P. 0.03% Add +1.7% 481,799 $97.1M
Boston Partners 0.10% Add +6.8% 468,515 $96.9M
First Trust Advisors LP 0.07% Reduce -44.9% 452,567 $93.6M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -4.8% 421,077 $87.0M
Ameriprise Financial Inc. 0.02% Add +3.5% 411,470 $85.1M
LSV Asset Management 0.18% Add +4.9% 411,000 $85.0M
Davis Asset Management, L.P. 2.45% Add +2.5% 410,000 $84.8M
Korea Investment CORP 0.17% Add +8.1% 385,498 $79.7M
Agf Management Ltd. 0.35% Add +10.7% 374,963 $77.5M
Stifel Financial Corp. 0.07% Add +0.3% 368,336 $76.1M
Russell Investments Group, Ltd. 0.08% Reduce -8.0% 364,692 $75.2M
Amundi 0.02% Add +12.3% 361,121 $74.7M
Huntington National Bank 0.55% Reduce -1.8% 358,149 $74.0M
California Public Employees Retirement System 0.04% Add +10.1% 349,402 $72.2M
Anchor Capital Advisors LLC 2.05% Reduce -1.8% 347,732 $71.9M
RNC Capital Management LLC 3.14% Reduce -4.9% 347,098 $71.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +4.7% 343,549 $71.0M
Vanguard Global Advisers, LLC 0.04% — 337,783 $69.8M
Federated Hermes, Inc. 0.11% Reduce -7.8% 337,668 $69.8M
HSBC Holdings PLC 0.04% Reduce -8.7% 333,280 $68.9M
Royal Bank of Canada 0.01% Add +8.5% 332,040 $68.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.06% — 311,474 $64.4M
Envestnet Asset Management Inc. 0.02% Add +14.2% 307,675 $63.6M
BNP Paribas Financial Markets 0.04% Reduce -20.1% 302,403 $62.5M
Marshall Wace, LLP 0.07% Add +424.1% 301,645 $62.4M
Cooke & Bieler LP 0.70% Reduce -7.7% 299,450 $61.9M
Munich Reinsurance Co Stock Corp in Munich 1.51% Reduce -15.6% 296,290 $61.2M
Smead Capital Management, Inc. 1.32% Reduce -12.9% 293,869 $60.7M
Natixis Advisors, LLC 0.08% Add +10.8% 289,752 $59.9M
Rhumbline Advisers 0.05% Reduce -1.7% 287,691 $59.5M
Bank of Montreal 0.02% Reduce -7.4% 282,164 $58.3M
National Pension Service 0.04% Reduce -0.8% 275,220 $56.9M
Manufacturers Life Insurance Company, The 0.05% Reduce -47.0% 272,745 $56.4M
Victory Capital Management Inc. 0.03% Add +1.9% 261,129 $54.0M
O'shaughnessy Asset Management, LLC 0.25% Add +110.8% 244,555 $50.6M
Berkshire Asset Management LLC 2.17% Add +1.4% 244,256 $50.5M
Two Sigma Investments, LP 0.04% Add +409.1% 241,184 $49.9M
Absher Wealth Management, LLC 5.33% Reduce -12.0% 220,036 $45.5M
Jones Financial Companies LLLP 0.02% Add +2027.6% 225,843 $45.4M
T. Rowe Price Associates Inc. 0.01% Reduce -5.6% 215,543 $44.6M
Quantinno Capital Management LP 0.07% Add +56.8% 214,801 $44.4M
California State Teachers Retirement System 0.05% Reduce -1.9% 214,409 $44.3M
Miller Howard Investments Inc. 1.20% Add +0.2% 213,021 $44.0M
Advisors Capital Management, LLC 0.52% Add +2.4% 211,894 $43.8M
AQR Capital Management 0.02% Reduce -20.3% 211,396 $43.6M
Caisse de depot et placement du Quebec 0.07% Add +16.7% 198,925 $41.1M
Lansforsakringar Fondforvaltning AB (publ) 0.20% Reduce -10.6% 185,276 $38.3M
Citigroup Inc. 0.02% Add +14.2% 182,527 $37.7M
Ariel Investments 0.41% Reduce -1.5% 177,635 $36.7M
Principal Financial Group Inc. 0.02% Reduce -3.6% 175,584 $36.3M
Los Angeles Capital Management LLC 0.13% Reduce -54.9% 153,839 $31.8M
Schroder Investment Management Group 0.03% Add +28.9% 154,705 $31.1M
Danske Bank A/S 0.07% Reduce -2.4% 144,520 $29.9M
Aware Super Pty Ltd as trustee of Aware Super 0.45% — 144,434 $29.9M
Tocqueville Asset Management L.P. 0.44% Reduce -3.2% 144,418 $29.9M
New York State Teachers Retirement System 0.06% Reduce -0.5% 143,425 $29.6M
LGT Capital Partners LTD. 1.49% Reduce -34.9% 135,311 $28.0M
LPL Financial LLC 0.01% Add +3.3% 134,213 $27.7M
Raymond James Financial Inc. 0.01% Add +4.3% 129,760 $26.8M
Mariner, LLC 0.03% Add +434.7% 123,499 $25.5M
Polaris Capital Management, LLC 2.07% Reduce -2.7% 122,594 $25.3M
Adams Diversified Equity Fund, Inc. 0.87% Add +22.9% 119,900 $24.8M
Ensign Peak Advisors, Inc 0.05% Add +79.3% 119,541 $24.7M
Aberdeen Group plc 0.04% Add +2.0% 119,461 $24.7M
State Board of Administration of Florida Retirement System 0.04% Reduce -4.9% 115,924 $24.0M
Sapient Capital LLC 0.34% Reduce -36.0% 108,681 $22.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +47.4% 106,484 $22.0M
Sei Investments Co. 0.02% Add +11.1% 105,248 $21.8M
Aviva PLC 0.04% Add +1.0% 104,685 $21.6M
Oppenheimer Asset Management Inc. 0.25% Add +1.1% 104,153 $21.5M
General American Investors Co. Inc. 1.38% No change 101,100 $20.9M
CANADA LIFE ASSURANCE Co 0.04% Reduce -1.7% 100,719 $20.9M
Sound Income Strategies, LLC 1.00% Reduce -0.8% 99,456 $20.8M
New York State Common Retirement Fund 0.03% Reduce -1.5% 98,481 $20.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -7.7% 95,277 $19.7M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.29% Add +38.5% 94,365 $19.5M
Assenagon Asset Management S.A. 0.03% Add +60.6% 93,072 $19.2M
Citadel Advisors 0.01% Add +167.5% 93,026 $19.2M
Canada Pension Plan Investment Board 0.01% Reduce -48.3% 92,917 $19.2M
PNC Financial Services Group, Inc. 0.01% Add +3.4% 90,388 $18.7M
Empowered Funds, LLC 0.12% Add +1988.1% 87,241 $18.0M
PFA Pension, Forsikringsaktieselskab 0.05% Reduce -0.1% 86,812 $17.9M
STRS Ohio 0.07% Reduce -19.2% 85,832 $17.7M
SG Americas Securities, LLC 0.02% Add +34.8% 85,770 $17.7M
American Century Companies Inc. 0.01% Add +34.7% 84,648 $17.5M
State of Wisconsin Investment Board 0.04% Reduce -4.0% 84,577 $17.5M
Prudential PLC 0.13% Add +54.7% 82,896 $17.1M
Cetera Investment Advisers 0.02% Add +5.3% 80,509 $16.6M
Matrix Asset Advisors Inc. 1.49% Reduce -8.8% 78,775 $16.3M
Janney Montgomery Scott LLC 0.04% Reduce -1.9% 77,685 $16.1M
National Bank of Canada 0.02% Add +19.6% 77,004 $15.9M
Vanguard Investments Australia, Ltd. 0.05% — 76,377 $15.8M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -4.0% 75,254 $15.6M
Royal London Asset Management Ltd. 0.03% Add +0.1% 74,982 $15.5M
Prudential Financial Inc. 0.02% Reduce -1.9% 73,736 $15.2M
Azora Capital LP 0.98% New 74,276 $14.9M
HRT Financial LP 0.04% Add +1592.0% 71,724 $14.8M
Evergreen Capital Management LLC 0.32% Reduce -0.4% 70,429 $14.6M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -5.0% 69,472 $14.4M
Truist Financial Corp. 0.02% Reduce -15.3% 69,246 $14.3M
APG Asset Management N.V. 0.04% Reduce -4.5% 78,360 $14.1M
OMERS ADMINISTRATION Corp 0.09% Add +12.2% 66,208 $13.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +86.7% 65,909 $13.6M
Toronto Dominion Bank 0.03% Reduce -3.8% 65,446 $13.5M
Speece Thorson Capital Group Inc. 3.07% Reduce -11.0% 65,175 $13.5M
Treasurer of the State of North Carolina 0.04% Add +0.9% 65,016 $13.4M
Asset Management One Co., Ltd. 0.04% Reduce -4.1% 64,910 $13.4M
Pictet Asset Management Holding SA 0.01% Reduce -16.3% 63,949 $13.2M
Tredje AP-fonden 0.07% Add +374.3% 62,665 $13.0M
Mn Services Vermogensbeheer B.V. 0.09% No change 62,263 $12.9M
Exencial Wealth Advisors, LLC 0.40% Reduce -4.3% 61,628 $12.7M
Jane Street Group, LLC 0.01% Add +550.1% 60,498 $12.5M
Davis Selected Advisers 0.06% Add +8.0% 60,305 $12.5M
Corient Private Wealth LP 0.02% Add +105.6% 61,186 $12.4M
Rafferty Asset Management, LLC 0.05% Reduce -32.0% 59,412 $12.3M
KLP Kapitalforvaltning As 0.05% No change 59,204 $12.2M
Commonwealth Equity Services, LLC 0.02% Reduce -9.5% 58,209 $12.0M
Northwest & Ethical Investments L.P. 0.27% Add +1.8% 57,469 $11.9M
State of Tennessee, Department of Treasury 0.04% No change 57,036 $11.8M
Nisa Investment Advisors, LLC 0.04% Reduce -1.1% 57,009 $11.8M
TD Asset Management Inc 0.01% Add +1.6% 56,118 $11.6M
Creative Planning 0.01% Add +17.6% 55,859 $11.5M
Nomura Asset Management Co. Ltd. 0.03% Add +0.7% 55,742 $11.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Reduce -1.6% 54,937 $11.4M
HighTower Advisors, LLC 0.01% Add +0.1% 51,742 $10.7M
Horizon Investments, LLC 0.12% Reduce -5.1% 51,040 $10.6M
Mutual of America Capital Management LLC 0.12% Reduce -1.2% 50,599 $10.5M
Maltese Capital Management LLC 2.04% Add +21.7% 49,284 $10.2M
iA Global Asset Management Inc. 0.14% New 47,850 $9.9M
O'Keefe Stevens Advisory, Inc. 2.44% Add +2.1% 47,764 $9.9M
Osaic Holdings, Inc. 0.01% Add +5.5% 47,719 $9.9M
Calamos Advisors LLC 0.05% No change 47,462 $9.8M
AIA Group Ltd 0.14% Add +15.4% 47,350 $9.8M
Gabelli Funds LLC 0.07% Reduce -5.1% 47,250 $9.8M
Resona Asset Management Co.,Ltd. 0.05% Reduce -0.5% 46,353 $9.5M
Focus Partners Wealth 0.01% Add +78.6% 45,886 $9.5M
Public Employees Retirement System of Ohio 0.03% Reduce -4.5% 44,203 $9.1M
Cambria Investment Management, L.P. 0.51% Add +5.4% 44,145 $9.1M
Public Sector Pension Investment Board 0.03% Add +10.3% 43,199 $8.9M
State of Michigan Retirement System 0.05% Reduce -1.1% 43,001 $8.9M
Susquehanna International Group, LLP 0.01% Add +46.3% 42,128 $8.7M
Arizona State Retirement System 0.05% Reduce -2.5% 41,751 $8.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +0.8% 41,734 $8.6M
Czech National Bank 0.06% Add +2.0% 41,353 $8.5M
State of New Jersey Common Pension Fund D 0.03% Add +0.7% 41,347 $8.5M
Man Group plc 0.02% Reduce -41.5% 41,207 $8.5M
Bridgewater Associates 0.04% Reduce -73.4% 41,196 $8.5M
OP Asset Management Ltd 0.08% Reduce -5.2% 40,749 $8.4M
Cresset Asset Management, LLC 0.04% Add +0.7% 40,697 $8.4M
Fifth Third Bancorp 0.02% Add +299.1% 40,644 $8.4M
Wealthfront Advisers LLC 0.02% Reduce -0.1% 40,588 $8.4M
Fideuram Asset Management (Ireland) dac 1.07% Add +4390.6% 38,080 $8.4M
CIBC Asset Management Inc 0.02% Add +0.0% 39,368 $8.1M
Hudson Edge Investment Partners Inc. 1.18% Reduce -1.4% 39,199 $8.1M
Cutler Investment Counsel LLC 0.82% Reduce -1.2% 38,753 $8.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +56.1% 38,685 $8.0M
Arnhold LLC 0.58% No change 38,377 $7.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +110.0% 37,747 $7.9M
Sienna Gestion 0.52% Reduce -18.6% 39,040 $7.9M
IFM Investors Pty Ltd 0.06% Add +3.1% 37,672 $7.8M
ProShare Advisors LLC 0.01% Reduce -4.7% 37,491 $7.8M
Fisher Asset Management 0.00% Reduce -4.6% 37,405 $7.7M
Susquehanna Fundamental Investments, LLC 0.28% New 36,200 $7.5M
GMO 0.02% Add +13.1% 36,029 $7.4M
German American Bancorp, Inc. 0.64% Add +1.0% 35,827 $7.4M
MetLife Investment Management, LLC 0.04% Reduce -3.7% 35,477 $7.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -1.1% 35,369 $7.3M
Y-Intercept (Hong Kong) Ltd 0.14% New 35,147 $7.3M
CIBC Bancorp USA Inc. 0.01% — 34,310 $7.1M
Brown Advisory Inc. 0.01% Reduce -0.5% 33,994 $7.0M
DNB Asset Management AS 0.03% Add +6.1% 33,974 $7.0M
Courier Capital LLC 0.38% Add +0.8% 33,079 $6.8M
SEB Asset Management AB 0.03% — 33,019 $6.8M
McCollum Christoferson Group LLC 2.05% Add +0.0% 33,009 $6.8M
Cerity Partners LLC 0.01% Reduce -17.2% 32,441 $6.7M
Retirement Systems of Alabama 0.02% Reduce -1.4% 32,244 $6.7M
Handelsbanken Fonder AB 0.02% Add +13.3% 32,158 $6.6M
AustralianSuper Pty Ltd 0.03% Add +3.4% 31,747 $6.6M
Private Advisor Group, LLC 0.03% Reduce -2.7% 31,582 $6.5M
Achmea Investment Management B.V. 0.17% Reduce -5.7% 31,366 $6.5M
Engineers Gate Manager LP 0.08% New 31,346 $6.5M
Pathstone Holdings, LLC 0.03% Reduce -1.4% 31,107 $6.4M
KBC Group NV 0.02% Reduce -7.2% 31,011 $6.4M
DekaBank Deutsche Girozentrale 0.01% No change 30,240 $6.3M
Voya Investment Management LLC 0.01% Reduce -1.6% 30,546 $6.3M
Sciencast Management LP 0.80% Add +109.8% 30,538 $6.3M
Sky Investment Group LLC 1.10% Reduce -2.1% 30,234 $6.3M
Kimelman & Baird, LLC 0.51% No change 29,950 $6.2M
Westfield Capital Management Co. LP 0.03% Add +0.4% 29,839 $6.2M
Woodline Partners LP 0.02% Add +13.5% 29,813 $6.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +18.3% 29,001 $6.0M
Invenomic Capital Management LP 0.28% Reduce -83.4% 28,988 $6.0M
Xponance LLC 0.04% Add +21.4% 28,946 $6.0M
Harvest Portfolios Group Inc. 0.10% Reduce -10.8% 28,413 $5.9M
Amalgamated Bank 0.04% Reduce -4.8% 28,167 $5.8M
NFJ Investment Group, LLC 0.22% No change 28,038 $5.8M
Bessemer Group Inc. 0.01% Add +19.5% 27,500 $5.7M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -8.0% 26,403 $5.5M
Allworth Financial LP 0.02% Add +5.7% 26,401 $5.5M
Robinson Value Management, Ltd. 3.03% Reduce -3.6% 26,363 $5.4M
Mackenzie Financial Corp. 0.01% Add +5.4% 26,316 $5.4M
Daiwa Securities Group Inc. 0.02% Add +3.9% 26,119 $5.4M
Lesa Sroufe & Co 3.64% Add +15.4% 25,874 $5.3M
Daymark Wealth Partners, LLC 0.17% Add +1.0% 25,799 $5.3M
USS Investment Management Ltd 0.02% Add +3.2% 25,529 $5.3M
MUFG Securities EMEA plc 0.08% Reduce -0.3% 25,525 $5.3M
Squarepoint Ops LLC 0.01% Add +518.0% 25,315 $5.2M
PDT Partners, LLC 0.31% Reduce -6.0% 25,201 $5.2M
Swiss Life Asset Management Ltd 0.03% Add +1478.1% 178,700 $5.2M
Ethic Inc. 0.08% Add +18.4% 24,937 $5.2M
Florida Trust Wealth Management Co 0.14% Reduce -2.5% 24,710 $5.1M
Utah Retirement Systems 0.05% Reduce -4.0% 24,690 $5.1M
Millennium Management 0.00% Reduce -74.6% 24,477 $5.1M
Howard Capital Management, LLC 0.08% Reduce -17.2% 24,399 $5.0M
HBK Sorce Advisory LLC 0.10% Reduce -5.5% 23,727 $5.0M
Monte Financial Group, LLC 1.77% Reduce -14.6% 24,126 $5.0M
Reinhart Partners, Llc. 0.14% Reduce -8.0% 24,039 $5.0M
Rock Point Advisors, LLC 1.33% Reduce -1.2% 23,764 $4.9M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -0.4% 23,309 $4.8M
Van Eck Associates Corp. 0.00% Add +4.8% 22,879 $4.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.1% 22,659 $4.7M
New York Life Investment Management LLC 0.04% Add +1.0% 22,629 $4.7M
XTX Topco Ltd 0.08% Add +1994.9% 22,353 $4.6M
Allstate Corp. 0.05% Add +98.4% 22,301 $4.6M
CWA Asset Management Group, LLC 0.16% New 22,229 $4.6M
Rakuten Investment Management, Inc. 0.01% Add +11.3% 22,627 $4.6M
NEOS Investment Management LLC 0.02% Add +36.8% 21,789 $4.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.5% 21,607 $4.5M
Tidal Investments LLC 0.01% Add +11.8% 21,336 $4.4M
Bank of Nova Scotia 0.01% Reduce -12.2% 21,283 $4.4M
Vanguard Personalized Indexing Management, LLC 0.04% Add +2.6% 21,270 $4.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -23.5% 21,185 $4.4M
Donoghue Forlines LLC 1.19% Add +185.8% 20,762 $4.3M
&partners 0.02% Add +2.4% 20,532 $4.3M
PEAK6 LLC 0.12% Add +279.5% 20,400 $4.2M
Crawford Investment Counsel Inc. 0.07% Add +3.2% 20,299 $4.2M
Acadian Asset Management LLC 0.01% New 20,276 $4.2M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.3% 20,000 $4.1M
GAMCO Investors 0.04% Reduce -1.0% 19,824 $4.1M
Entropy Technologies, LP 0.19% Reduce -58.8% 19,779 $4.1M
Captrust Financial Advisors 0.01% Add +1.2% 19,598 $4.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -19.4% 19,328 $4.0M
Eurizon Capital SGR S.p.A. 0.01% Reduce -20.5% 19,041 $3.9M
Candriam S.C.A. 0.02% Reduce -13.4% 18,936 $3.9M
Nordea Investment Management AB 0.00% Add +12.3% 19,074 $3.9M
Teewinot Capital Advisers, L.L.C. 0.31% No change 18,782 $3.9M
Grandfield & Dodd, LLC 0.22% Reduce -2.3% 18,566 $3.8M
Axiom Investment Management LLC 2.92% — 18,562 $3.8M
Lee Danner & Bass Inc. 0.24% No change 18,385 $3.8M
Avantax Planning Partners, Inc. 0.10% Reduce -5.3% 18,336 $3.8M
Janus Henderson Group PLC 0.00% Reduce -8.5% 17,889 $3.7M
Macquarie Group Ltd. 0.02% Reduce -20.3% 17,830 $3.7M
Vest Financial, LLC 0.04% Reduce -74.2% 17,727 $3.7M
Lombard Odier Asset Management (Switzerland) SA 0.14% Add +64.4% 17,616 $3.6M
Oregon Public Employees Retirement Fund 0.05% Reduce -0.9% 17,418 $3.6M
Culbertson A N & Co. Inc. 0.46% Reduce -2.1% 17,124 $3.5M
Beck Mack & Oliver LLC 0.07% No change 16,251 $3.4M
Yousif Capital Management, LLC 0.04% Reduce -5.2% 16,161 $3.3M
Intech Investment Management LLC 0.03% Add +427.5% 16,099 $3.3M
Fiduciary Alliance LLC 0.20% Reduce -22.6% 15,295 $3.3M
Oak Thistle LLC 0.31% No change 15,606 $3.2M
QRG Capital Management, Inc. 0.03% Add +63.1% 15,533 $3.2M
Founders Capital Management, LLC 0.53% Reduce -0.2% 15,475 $3.2M
LRI Investments, LLC 0.28% Reduce -0.0% 15,228 $3.1M
Abacus Planning Group, Inc. 0.42% Reduce -6.3% 15,104 $3.1M
State of Alaska, Department of Revenue 0.03% Reduce -1.6% 15,000 $3.1M
NewEdge Advisors, LLC 0.01% Reduce -3.1% 14,918 $3.1M
Caprock Group, LLC 0.07% Add +81.2% 14,661 $3.0M
Magnolia Capital Management Ltd. 1.94% Add +570.6% 13,948 $2.9M
St Germain D J Co. Inc. 0.11% Reduce -3.0% 13,829 $2.9M
Strategic Financial Services, Inc. 0.13% No change 13,609 $2.8M
Mercer Global Advisors Inc. 0.00% Add +24.1% 13,571 $2.8M
Kestra Advisory Services, LLC 0.01% Add +16.0% 13,494 $2.8M
Basswood Capital Management, L.L.C. 0.14% No change 13,360 $2.8M
Bridgeway Capital Management, LLC 0.06% No change 13,360 $2.8M
Hancock Whitney Corp. 0.05% Add +4.2% 12,481 $2.7M
Avanza Fonder AB 0.07% Reduce -3.8% 13,029 $2.7M
DRW Securities, LLC 0.15% Add +85.1% 13,000 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% No change 12,988 $2.7M
Public Employees Retirement Association of Colorado 0.01% No change 12,927 $2.7M
SlateStone Wealth, LLC 0.22% Reduce -2.0% 12,914 $2.7M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -13.6% 12,658 $2.6M
MML Investors Services, LLC 0.01% Add +12.8% 12,506 $2.6M
Lakewood Asset Management LLC 1.63% Reduce -23.6% 12,334 $2.5M
Canada Post Corp Registered Pension Plan 0.10% Add +30.4% 12,170 $2.5M
Flputnam Investment Management Co. 0.04% Reduce -3.0% 12,133 $2.5M
Guggenheim Capital LLC 0.02% Add +126.1% 12,015 $2.5M
Advent Capital Management 2.72% New 12,000 $2.5M
Osmosis Investment Management UK Ltd 0.07% Add +17.4% 11,937 $2.5M
US Bancorp \de 0.00% Add +37.3% 11,936 $2.5M
Gulf International Bank (UK) Ltd 0.06% Add +44.7% 11,900 $2.5M
Hudock, Inc. 0.36% Add +1.7% 11,784 $2.4M
Dana Investment Advisors, Inc. 0.07% Reduce -1.0% 11,710 $2.4M
Bryn Mawr Trust Advisors, LLC 0.12% Reduce -3.4% 11,610 $2.4M
Glenmede Trust Co. NA 0.01% Add +0.8% 11,489 $2.4M
United Capital Financial Advisors, LLC 0.01% Add +7.5% 11,436 $2.4M
Commonwealth Retirement Investments LLC 0.73% Add +3.6% 11,387 $2.4M
Columbus Macro, LLC 0.25% Add +0.1% 11,259 $2.3M
Granite Group Advisors, LLC 1.39% Reduce -7.3% 10,845 $2.3M
Investment Management Corp of Ontario 0.03% Reduce -21.2% 11,011 $2.3M
Rockefeller Capital Management L.P. 0.00% Reduce -41.3% 10,945 $2.3M
Northcape Wealth Management, LLC 0.61% Reduce -0.1% 10,897 $2.3M
Summit Trail Advisors, LLC 0.03% Reduce -34.0% 10,811 $2.2M
Sanctuary Advisors, LLC 0.01% Add +16.4% 10,766 $2.2M
First National Trust Co 0.08% Reduce -1.1% 10,690 $2.2M
Hardman Johnston Global Advisors LLC 0.10% No change 10,630 $2.2M
Bradley Foster & Sargent Inc. 0.03% Reduce -0.3% 10,502 $2.2M
Vident Advisory, LLC 0.02% Add +123.8% 10,380 $2.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.19% Reduce -10.6% 10,080 $2.1M
Park Avenue Securities LLC 0.02% Reduce -9.9% 10,067 $2.1M
Whitaker-Myers Wealth Managers, LTD. 0.41% New 9,955 $2.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.16% No change 9,865 $2.0M
Roberts Glore & Co. Inc. 0.56% Reduce -0.9% 9,801 $2.0M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +57.0% 9,539 $2.0M
New Hampshire Trust 0.39% No change 9,470 $2.0M
Swedbank AB 0.00% No change 9,462 $2.0M
SouthState Bank Corp 0.09% Reduce -1.3% 9,407 $1.9M
Cozad Asset Management Inc. 0.15% Reduce -0.9% 9,369 $1.9M
Norinchukin Bank, The 0.02% Reduce -1.7% 9,265 $1.9M
Blair William & Co. 0.01% Add +2.6% 9,200 $1.9M
Mizuho Securities USA LLC 0.04% Reduce -18.0% 9,179 $1.9M
Dynamic Advisor Solutions LLC 0.06% Reduce -5.6% 9,162 $1.9M
Barrett & Company, Inc. 0.65% Reduce -0.4% 9,076 $1.9M
Charter Research & Investment Group, Inc. 1.24% Reduce -0.3% 8,978 $1.9M
Aster Capital Management (DIFC) Ltd 0.60% Add +10574.2% 10,354 $1.9M
Curi Capital, LLC 0.03% Reduce -91.0% 8,860 $1.8M
Merit Financial Group, LLC 0.01% Add +19.4% 8,749 $1.8M
Hartford Investment Management Co. 0.06% Reduce -2.6% 8,728 $1.8M
Sequoia Financial Advisors, LLC 0.01% Add +1.1% 8,612 $1.8M
First United Bank & Trust 0.57% Add +2.3% 8,524 $1.8M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -2.4% 8,499 $1.8M
Keynote Financial Services LLC 0.94% Reduce -3.3% 8,464 $1.7M
Verdence Capital Advisors LLC 0.10% Add +142.8% 8,450 $1.7M
Lawood & Co. 1.61% Reduce -2.3% 8,419 $1.7M
Foundations Investment Advisors, LLC 0.02% Reduce -33.6% 8,380 $1.7M
IFP Advisors, Inc 0.04% Add +11.6% 8,365 $1.7M
Plato Investment Management Ltd 0.12% No change 8,322 $1.7M
Two Sigma Securities, LLC 0.20% New 8,246 $1.7M
Praxis Investment Management Inc. 0.10% No change 8,184 $1.7M
Jacobi Capital Management LLC 0.09% Reduce -0.8% 8,123 $1.7M
Allianz Asset Management GmbH 0.00% Add +27.2% 8,088 $1.7M
Commerce Bank 0.01% Add +6.5% 7,988 $1.7M
Concurrent Investment Advisors, LLC 0.02% Add +217.0% 7,902 $1.6M
Cwm, LLC 0.00% Reduce -5.8% 7,878 $1.6M
Commerzbank Aktiengesellschaft 0.03% Reduce -23.7% 7,877 $1.6M
Wilmington Savings Fund Society, FSB 0.04% No change 7,803 $1.6M
Savant Capital, LLC 0.01% Add +5.4% 7,755 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +16.6% 7,748 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -2.5% 7,700 $1.6M
Maryland State Retirement & Pension System 0.03% No change 7,681 $1.6M
Connecticut Wealth Management, LLC 0.07% Reduce -14.8% 7,644 $1.6M
Benjamin Edwards Inc. 0.02% Add +1.9% 7,625 $1.6M
Pacer Advisors, Inc. 0.00% Reduce -50.7% 7,585 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.7% 7,580 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Add +7.2% 7,495 $1.6M
Silvant Capital Management LLC 0.05% Reduce -0.9% 7,548 $1.6M
Giverny Capital 0.06% Reduce -0.1% 7,535 $1.6M
Pinnacle Associates Ltd. 0.02% Add +1.6% 7,523 $1.6M
Angel Oak Capital Advisors, LLC 1.70% Add +7.3% 7,400 $1.5M
Old Port Advisors 0.35% Reduce -2.4% 7,364 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.09% Add +100.8% 7,326 $1.5M
SummitTX Capital, L.P. 0.05% New 7,270 $1.5M
Integrated Wealth Concepts LLC 0.01% Add +120.9% 7,245 $1.5M
Integrated Quantitative Investments LLC 0.27% Add +533.7% 7,237 $1.5M
New Mexico Educational Retirement Board 0.05% No change 7,126 $1.5M
Boston Trust Walden Corp 0.01% Reduce -1.1% 7,095 $1.5M
Quadrant Capital Group LLC 0.04% Reduce -1.2% 7,083 $1.5M
Means Investment Co., Inc. 0.13% Reduce -3.6% 7,056 $1.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 7,051 $1.5M
Elevation Point Wealth Partners, LLC 0.03% Add +10.8% 6,918 $1.4M
Abn Amro Investment Solutions 0.02% Add +6.5% 6,898 $1.4M
ING Groep NV 0.01% Reduce -2.8% 6,896 $1.4M
Assetmark, Inc. 0.00% Reduce -69.5% 6,826 $1.4M
Eastern Bank 0.02% No change 6,809 $1.4M
Arlington Trust Co LLC 0.12% Add +0.1% 6,758 $1.4M
Valmark Advisers, Inc. 0.02% Add +176.7% 6,658 $1.4M
Storebrand Asset Management As 0.00% Reduce -29.1% 6,648 $1.4M
Farther Finance Advisors, LLC 0.01% Add +46.9% 6,544 $1.4M
Waldron Private Wealth LLC 0.05% Reduce -18.9% 6,500 $1.3M
AG2R La Mondiale Gestion D'actifs 0.06% Add +1.3% 6,487 $1.3M
Crossmark Global Holdings, Inc. 0.02% Reduce -5.8% 6,447 $1.3M
Lido Advisors, LLC 0.01% Add +39.3% 6,418 $1.3M
Advisory Services Network, LLC 0.02% Add +7.5% 6,390 $1.3M
MAI Capital Management 0.01% Add +4.1% 6,389 $1.3M
Credit Agricole S A 0.00% Reduce -73.8% 6,323 $1.3M
Worldquant Millennium Advisors LLC 0.00% New 6,150 $1.3M
Simplex Trading, LLC 0.04% New 6,142 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -8.7% 6,090 $1.3M
HB Wealth Management, LLC 0.01% Add +36.1% 6,086 $1.3M
Principle Wealth Partners LLC 0.07% Reduce -0.8% 6,082 $1.3M
Dopkins Wealth Management, LLC 0.50% Add +57.4% 6,071 $1.3M
Kentucky Retirement Systems 0.09% Add +9.4% 10,752 $1.3M
Essex Financial Services, Inc. 0.07% Reduce -6.6% 6,044 $1.2M
Moors & Cabot, Inc. 0.05% Reduce -21.4% 5,973 $1.2M
Delphi Management Inc. 1.47% Reduce -21.4% 5,945 $1.2M
GAMMA Investing LLC 0.06% Add +6.6% 5,921 $1.2M
Ritholtz Wealth Management 0.02% Add +180.9% 5,842 $1.2M
Atria Investments, Inc 0.01% Reduce -1.3% 5,827 $1.2M
Aptus Capital Advisors, LLC 0.01% Add +34.9% 5,824 $1.2M
Vestmark Advisory Solutions, Inc. 0.01% Reduce -6.3% 5,795 $1.2M
AlphaCore Capital LLC 0.03% Add +59.8% 5,763 $1.2M
Croban 0.56% Add +5.0% 5,748 $1.2M
EP Wealth Advisors, LLC 0.01% Reduce -8.5% 5,727 $1.2M
Saudi Central Bank 0.02% New 5,673 $1.2M
WINTON GROUP Ltd 0.04% New 5,644 $1.2M
Raiffeisen Bank International AG 0.02% Reduce -21.2% 5,751 $1.2M
denkapparat Operations GmbH 0.48% No change 5,594 $1.2M
Bluesphere Advisors LLC 0.41% No change 5,557 $1.1M
E. Ohman J:or Asset Management AB 0.03% No change 5,534 $1.1M
Apollon Wealth Management, LLC 0.02% Add +6.1% 5,520 $1.1M
Brown Brothers Harriman & Co. 0.01% Add +31.7% 5,490 $1.1M
Brevan Howard Capital Management LP 0.01% Add +7.2% 5,488 $1.1M
Staley Capital Advisers Inc. 0.05% No change 5,475 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +8.4% 5,415 $1.1M
J. Safra Sarasin Holding AG 0.02% Reduce -16.4% 5,417 $1.1M
Parisi Gray Wealth Management 0.27% Add +1.4% 5,400 $1.1M
ASR Vermogensbeheer N.V. 0.01% Add +1.0% 5,358 $1.1M
Banque Cantonale Vaudoise 0.04% Reduce -27.9% 5,352 $1.1M
Bright Futures Wealth Management, LLC. 0.75% Reduce -47.8% 5,334 $1.1M
Convergence Investment Partners, LLC 0.18% Reduce -43.9% 5,331 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 5,308 $1.1M
Empirical Finance, LLC 0.05% Reduce -0.3% 5,285 $1.1M
Longaeva Partners L.P. 0.05% New 5,261 $1.1M
Advisors Asset Management, Inc. 0.02% Reduce -35.4% 5,170 $1.1M
L.K. Benson & Company, P.C. 0.35% Add +0.2% 5,165 $1.1M
Vise Technologies, Inc. 0.02% No change 5,279 $1.1M
Cora Capital Advisors LLC 0.35% Add +0.2% 5,143 $1.1M
Sterling Capital Management LLC 0.02% Reduce -43.9% 5,115 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -22.0% 5,102 $1.1M
WNY Asset Management, LLC 0.11% — 5,090 $1.1M
Modern Wealth Management, LLC 0.02% Reduce -0.2% 5,008 $1.0M
Haverford Trust Co 0.01% Add +25.3% 5,054 $1.0M
Farringdon Capital, Ltd. 0.23% Reduce -20.6% 5,025 $1.0M
Wealthspire Advisors, LLC 0.01% Add +16.9% 4,975 $1.0M
Diversify Wealth Management, LLC 0.02% New 4,699 $1.0M
Tower Research Capital LLC (TRC) 0.03% Add +43.9% 4,898 $1.0M
Campbell & CO Investment Adviser LLC 0.06% Add +76.2% 4,879 $1.0M
Coldstream Capital Management Inc. 0.01% Add +13.0% 4,878 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -1.1% 4,858 $1.0M
Beacon Investment Advisory Services, Inc. 0.04% Add +13.4% 4,843 $1.0M
JGP Wealth Management, LLC 0.10% Reduce -0.2% 4,813 $995K
PensionDanmark Pensionsforsikringsaktieselskab 0.01% Add +6.4% 4,810 $994K
Pure Financial Advisors, LLC 0.01% Add +3.6% 4,742 $980K
Siemens Fonds Invest GmbH 0.06% Reduce -0.2% 4,735 $979K
Cibc World Market Inc. 0.00% Reduce -73.4% 4,719 $976K
Jefferies Financial Group Inc. 0.01% Reduce -34.1% 4,708 $973K
Alerus Financial NA 0.05% Add +21190.9% 4,684 $968K
Procyon Advisors, LLC 0.05% Add +1.6% 4,684 $968K
RKL Wealth Management LLC 0.09% Add +0.3% 4,625 $956K
Wedmont Private Capital 0.03% Add +6.1% 4,360 $955K
Qtron Investments LLC 0.13% Add +20.4% 4,589 $949K
Mgo One Seven LLC 0.02% Add +29.1% 4,585 $948K
Atlantic Union Bankshares Corp 0.02% Reduce -2.6% 4,580 $947K
Mufg Securities Americas Inc. 0.06% Add +1.5% 4,566 $944K
Burns J W & Co. Inc. 0.11% Reduce -11.3% 4,561 $943K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -19.6% 4,537 $938K
Meeder Advisory Services, Inc. 0.04% Add +0.7% 4,533 $937K
Aviance Capital Partners, LLC 0.11% No change 4,505 $931K
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -2.5% 4,493 $929K
North Dakota State Investment Board 0.04% Reduce -17.3% 4,443 $918K
Hanson & Doremus Investment Management 0.10% Add +5.7% 4,412 $912K
Kintra Wealth, LLC 0.06% Reduce -1.7% 4,411 $912K
AE Wealth Management LLC 0.00% Add +99.3% 4,364 $902K
TrueWealth Advisors, LLC 0.23% Add +269.1% 4,355 $900K
Metis Global Partners, LLC 0.02% Reduce -11.7% 4,347 $899K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +21.3% 4,304 $890K
Baird Financial Group, Inc. 0.00% Reduce -3.0% 4,293 $887K
Vontobel Holding Ltd. 0.00% Add +1.9% 4,249 $878K
Denali Advisors LLC 0.10% No change 4,217 $872K
Sterling Investment Counsel, LLC 0.24% Add +0.1% 4,214 $871K
Glenview Trust Co 0.01% Reduce -0.8% 4,200 $868K
Carnegie Investment Counsel 0.02% Add +2.5% 4,185 $865K
Mirabella Financial Services LLP 0.09% Reduce -29.7% 4,132 $854K
Taylor Securities Services, Inc. 0.40% No change 4,130 $854K
Myriad Asset Management Advisors LLC 0.25% New 4,120 $852K
Kentucky Retirement Systems Insurance Trust Fund 0.06% No change 4,120 $852K
Northeast Investment Management 0.04% No change 4,091 $846K
Securian Asset Management, Inc. 0.03% Reduce -2.4% 4,079 $843K
Silver Grove Financial Group, Inc. 0.67% Add +1.0% 4,022 $831K
Laird Norton Wetherby Trust Company, LLC 0.02% Add +0.2% 4,021 $831K
Ruffer LLP 0.03% No change 4,000 $829K
Robeco Institutional Asset Management B.V. 0.00% No change 4,005 $828K
Nomura Holdings Inc. 0.01% Reduce -2.5% 3,981 $823K
Invst, LLC 0.09% New 3,965 $820K
Smartleaf Asset Management LLC 0.03% Add +1.2% 3,995 $804K
Emergent Wealth Advisors, LLC 0.47% Add +0.4% 3,866 $799K
Brooklyn Investment Group 0.03% Add +112.2% 3,866 $799K
Mount Lucas Management LP 0.29% Add +2.1% 3,863 $799K
Bangor Savings Bank 0.06% Reduce -2.6% 3,859 $798K
Parallel Advisors, LLC 0.01% Add +9.8% 3,846 $795K
Crestwood Advisors Group, LLC 0.01% Add +4.7% 3,803 $786K
Mountain Pacific Investment Advisers LLC 0.13% No change 3,687 $762K
Fidelis Capital Partners, LLC 0.05% Add +1.2% 3,676 $760K
Citizens & Northern Corp. 0.19% No change 3,642 $753K
SeaCrest Wealth Management, LLC 0.08% Reduce -0.7% 3,600 $744K
Howe & Rusling Inc. 0.05% Reduce -3.0% 3,584 $741K
iSAM Funds (UK) Ltd 0.37% Reduce -56.6% 3,581 $740K
Choreo, LLC 0.01% Add +7.7% 3,571 $738K
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -2.3% 3,540 $732K
Thoroughbred Financial Services, LLC 0.04% No change 3,465 $716K
Pinebridge Investments LLC 0.01% Add +40.8% 3,459 $715K
Kintegral Advisory, LLC 0.07% Reduce -4.2% 3,430 $709K
Hamilton Capital Partners Inc. 0.02% Reduce -24.2% 3,424 $708K
Vestcor Inc 0.02% No change 3,411 $705K
Norway Savings Bank 0.33% Reduce -16.3% 3,385 $700K
Argent Trust Co 0.02% Reduce -3.8% 3,383 $699K
Hedeker Wealth, LLC 0.15% No change 3,379 $699K
Brookstone Capital Management 0.01% Reduce -3.3% 3,375 $698K
Ascent Group, LLC 0.02% Add +38.0% 3,317 $686K
Great Valley Advisor Group, Inc. 0.01% Reduce -1.0% 3,285 $679K
Beacon Pointe Advisors, LLC 0.00% Add +31.9% 3,275 $677K
Johnson Investment Counsel Inc. 0.01% Reduce -12.6% 3,272 $676K
Western Wealth Management, LLC 0.03% No change 3,270 $676K
Meridian Wealth Management, LLC 0.02% Add +6.4% 3,268 $676K
LVW Advisors, LLC 0.07% Add +51.2% 3,266 $675K
Philip James Wealth Mangement, LLC 0.08% No change 3,262 $674K
Cutler Capital Management, LLC 0.22% No change 3,238 $669K
Bryant Woods Investment Advisors, LLC 0.25% Add +0.7% 3,231 $668K
Farrell Financial LLC 0.40% Reduce -8.2% 3,224 $666K
Mutual Advisors, LLC 0.01% Reduce -22.0% 3,207 $663K
Syon Capital LLC 0.03% Reduce -1.4% 3,199 $661K
GTS Securities LLC 0.02% Add +74.2% 3,177 $657K
Quadcap Wealth Management, LLC 0.07% Add +1.1% 3,149 $651K
Onyx Bridge Wealth Group LLC 0.07% Reduce -13.2% 3,139 $649K
Boothbay Fund Management, LLC 0.02% Reduce -17.9% 3,104 $642K
Summitry LLC 0.02% Add +5.0% 3,023 $625K
Envestnet Portfolio Solutions, Inc. 0.00% Add +27.2% 3,004 $621K
EntryPoint Capital, LLC 0.18% No change 2,997 $620K
DF Dent & Co. Inc. 0.01% Add +52.1% 2,985 $617K
CFS Investment Advisory Services, LLC 0.04% Add +4.6% 2,761 $604K
Mather Group, Llc. 0.01% Reduce -1.5% 2,914 $602K
Catalyst Funds Management Pty Ltd 0.10% New 2,913 $602K
FIL Ltd 0.00% Reduce -94.4% 2,872 $594K
Ibex Wealth Advisors 0.06% New 2,871 $593K
Fulton Bank, N.A. 0.02% No change 2,856 $590K
Meitav Investment House Ltd. 0.01% Reduce -18.4% 2,841 $587K
Keybank National Association 0.00% Reduce -3.1% 2,831 $585K
Lodestone Wealth Management LLC 0.23% Reduce -0.4% 2,829 $585K
Tobam 0.15% No change 2,814 $582K
Citizens Financial Group Inc. 0.01% Reduce -11.1% 2,802 $579K
JB Capital LLC 0.02% Add +3.0% 2,800 $579K
Legacy Financial Advisors, Inc. 0.08% Add +0.3% 2,794 $578K
J2 Capital Management Inc 0.40% Add +0.8% 2,791 $577K
Arkadios Wealth Advisors 0.01% Reduce -0.8% 2,791 $577K
Lee Johnson Capital Management, LLC 0.21% New 2,789 $577K
Estabrook Capital Management 0.08% No change 2,748 $568K
Ballentine Partners, LLC 0.01% Add +1.1% 2,730 $564K
Independence Financial Advisors, LLC 0.17% Add +0.1% 2,710 $560K
Illinois Municipal Retirement Fund 0.01% Add +11.5% 2,707 $560K
1248 Management, LLC 0.26% New 2,702 $559K
Parsons Capital Management Inc. 0.03% Add +159.5% 2,686 $555K
Fiduciary Trust Co 0.01% Reduce -41.7% 2,665 $551K
Montag A & Associates Inc. 0.03% No change 2,663 $550K
StoneX Group Inc. 0.03% Reduce -9.7% 2,663 $550K
Snowden Capital Advisors LLC 0.01% Reduce -1.0% 2,615 $541K
Independent Financial Group, LLC 0.01% Add +0.3% 2,614 $540K
Plancorp, LLC 0.02% Add +0.2% 2,457 $540K
Joel Isaacson & Co., LLC 0.02% Add +6.4% 2,542 $526K
TCW Group Inc. 0.00% Add +5.0% 2,539 $525K
Summit Financial, LLC 0.01% Reduce -0.9% 2,537 $525K
Carret Asset Management, LLC 0.05% No change 2,536 $524K
Mystic Asset Management, Inc. 0.12% Reduce -1.8% 2,524 $522K
VAUGHAN & Co SECURITIES, INC. 0.27% Reduce -4.4% 2,510 $519K
Gotham Asset Management 0.00% Reduce -15.4% 2,505 $518K
Flagship Harbor Advisors, LLC 0.02% Reduce -0.6% 2,492 $515K
Jump Financial, LLC 0.01% Add +38.3% 2,489 $515K
Chicago Partners Investment Group LLC 0.01% Add +56.4% 2,347 $511K
OneDigital Investment Advisors LLC 0.01% Reduce -17.5% 2,468 $510K
Resonant Capital Advisors, LLC 0.03% Add +3.3% 2,452 $507K
City National Bank of Florida 0.30% New 2,446 $506K
Cannell & Spears LLC 0.01% Add +0.8% 2,438 $504K
Tritonpoint Wealth, LLC 0.05% Reduce -0.9% 2,415 $499K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 2,400 $496K
PFG Investments, LLC 0.02% Reduce -0.7% 2,399 $496K
Greenleaf Trust 0.00% Add +3.1% 2,373 $491K
West Branch Capital LLC 0.13% Reduce -14.0% 2,361 $488K
Westover Capital Advisors, LLC 0.09% No change 2,356 $487K
Everhart Financial Group, Inc. 0.04% Add +60.6% 2,340 $484K
Compound Planning, Inc. 0.01% Add +12.3% 2,340 $484K
Signaturefd, LLC 0.01% Add +7.2% 2,337 $483K
Bar Harbor Wealth Management 0.03% Reduce -5.7% 2,332 $482K
Empirical Asset Management, LLC 0.13% Add +0.5% 2,331 $482K
Sigma Planning Corp 0.01% Reduce -1.0% 2,322 $480K
Marathon Mission, Inc. 0.28% Add +22.9% 2,302 $476K
Teacher Retirement System of Texas 0.00% Reduce -55.5% 2,300 $475K
Mangrove Partners Im, LLC 0.04% New 2,299 $475K
King Wealth Management Group 0.06% No change 2,299 $475K
Cornell Pochily Investment Advisors, Inc. 0.14% Add +0.5% 2,287 $473K
First Horizon Corp. 0.02% Reduce -0.5% 2,285 $472K
Legacy Wealth Asset Management, LLC 0.11% Add +0.3% 2,284 $472K
Optimize Financial Inc. 0.23% Reduce -1.3% 2,263 $468K
Integrity Alliance, Llc. 0.02% Add +13.2% 2,249 $465K
SC&H Financial Advisors, Inc. 0.07% No change 2,242 $463K
Lewis Asset Management, LLC 0.19% Add +0.1% 2,236 $462K
Sagespring Wealth Partners, LLC 0.01% Add +23.0% 2,233 $462K
Independent Advisor Alliance 0.00% Add +4.4% 2,222 $459K
Wedbush Securities Inc. 0.01% Reduce -0.2% 2,218 $459K
International Assets Investment Management, LLC 0.03% Reduce -0.1% 2,195 $459K
Kathmere Capital Management, LLC 0.03% Add +15.0% 2,213 $457K
Salvus Wealth Management, LLC 0.27% Add +7.7% 2,209 $457K
US Asset Management LLC 0.39% Reduce -0.7% 2,158 $446K
Exchange Traded Concepts, LLC 0.00% Add +2.0% 2,137 $442K
Independent Solutions Wealth Management, LLC 0.07% No change 2,135 $441K
River Wealth Advisors LLC 0.05% Reduce -4.3% 2,133 $441K
Mission Wealth Management, LP 0.01% Add +2.4% 2,129 $440K
Columbia Bank 0.12% Add +0.2% 2,114 $437K
Ingalls & Snyder LLC 0.02% No change 2,103 $435K
Portfolio Design Labs, LLC 0.08% Add +107.8% 2,086 $431K
Moneco Advisors, LLC 0.03% Add +0.4% 2,082 $430K
Nottingham Advisors, Inc. 0.06% Reduce -47.8% 2,075 $429K
Whittier Trust Co. 0.00% Reduce -7.0% 2,009 $426K
Breakwater Capital Group 0.06% No change 2,060 $426K
Mayflower Financial Advisors, LLC 0.05% Add +6.7% 2,060 $426K
Welch & Forbes LLC 0.01% No change 2,046 $423K
Prentice Wealth Management LLC 0.10% No change 2,045 $423K
Callan Family Office, LLC 0.01% Reduce -3.9% 2,029 $419K
Argonautica Private Wealth Management, Inc. 0.13% No change 2,011 $416K
Ellevest, Inc. 0.06% Add +6.1% 2,008 $415K
IHT Wealth Management, LLC 0.01% Add +2.3% 2,008 $415K
Charter Capital Management, LLC\DE 0.21% No change 2,000 $413K
Deltec Asset Management LLC 0.08% No change 2,000 $413K
GeoWealth Management, LLC 0.01% Reduce -12.1% 1,996 $413K
Premier Path Wealth Partners, LLC 0.05% Add +7.4% 1,996 $413K
Kestra Private Wealth Services, LLC 0.01% Reduce -12.3% 1,988 $411K
XML Financial, LLC 0.03% Reduce -41.5% 1,987 $411K
Tema ETFs LLC 0.03% Add +0.4% 1,973 $408K
Whittier Trust Co. of Nevada Inc. 0.01% Add +1.0% 1,917 $406K
Wellington Shields & Co., LLC 0.10% No change 1,966 $406K
Kingsview Wealth Management, LLC 0.01% Reduce -5.1% 1,959 $405K
Farmers & Merchants Investments Inc. 0.01% Reduce -44.2% 1,942 $401K
Baader Bank Aktiengesellschaft 0.04% New 1,929 $399K
Traphagen Investment Advisors LLC 0.03% Add +49.6% 1,924 $398K
Kingswood Wealth Advisors, LLC 0.02% Reduce -3.7% 1,917 $396K
Frec Markets, Inc. 0.07% Add +46.0% 1,917 $396K
Washington Trust Advisors, Inc. 0.03% Add +0.3% 1,914 $396K
Chicago Capital, LLC 0.01% Reduce -0.3% 1,911 $395K
Waverly Advisors, LLC 0.00% Reduce -4.4% 1,902 $393K
Excalibur Management Corp. 0.14% Reduce -9.5% 1,902 $393K
Diversify Advisory Services, LLC 0.06% Reduce -1.1% 1,814 $391K
V-Square Quantitative Management LLC 0.04% Add +4.5% 1,891 $391K
Cornerstone Wealth Group, LLC 0.02% Reduce -0.7% 1,762 $386K
1832 Asset Management L.P. 0.00% Reduce -4.8% 1,865 $386K
Addison Advisors LLC 0.09% No change 1,863 $385K
Gateway Investment Advisers LLC 0.00% Reduce -94.3% 1,848 $382K
Financial Management Network Inc. 0.06% Reduce -21.2% 1,712 $382K
Trust Asset Management LLC 0.03% No change 1,844 $381K
Sage Investment Counsel LLC 0.42% Add +0.1% 1,838 $380K
Burney Co./ 0.01% Reduce -47.3% 1,800 $372K
WealthTrust Axiom LLC 0.09% No change 1,795 $371K
Financiere des Professionnels - Fonds d'investissement inc. 0.02% No change 1,793 $371K
Sandhill Capital Partners LLC 0.03% Reduce -24.3% 1,790 $370K
GC Wealth Management RIA, LLC 0.02% Reduce -34.2% 1,785 $369K
Profund Advisors LLC 0.01% Reduce -18.5% 1,785 $369K
HUB Investment Partners, LLC 0.01% Add +55.8% 1,773 $367K
Fiducient Advisors LLC 0.05% No change 1,770 $366K
Kera Capital Partners, Inc. 0.04% Add +4.4% 1,758 $363K
Mma Asset Management LLC 0.13% No change 1,756 $363K
Checchi Capital Advisers, LLC 0.02% Add +24.7% 1,753 $362K
Douglass Winthrop Advisors, LLC 0.01% No change 1,750 $362K
Resurgent Financial Advisors LLC 0.13% Reduce -0.1% 1,728 $357K
Princeton Capital Management LLC 0.10% Add +0.7% 1,718 $355K
SevenBridge Financial Group, LLC 0.06% No change 1,629 $354K
Asahi Life Asset Management Co., LTD. 0.23% Reduce -25.4% 1,700 $351K
AssuredPartners Investment Advisors, LLC 0.04% Reduce -3.9% 1,655 $351K
World Investment Advisors 0.01% Reduce -1.6% 1,696 $351K
Novak & Powell Financial Services, Inc. 0.19% Add +0.5% 1,695 $350K
Level Financial Advisors 0.09% Add +0.2% 1,692 $350K
Midwest Trust Co 0.00% Reduce -0.1% 1,687 $349K
First Manhattan Co. Llc. 0.00% Add +6.3% 1,684 $348K
Fifth Third Wealth Advisors LLC 0.01% Add +15.5% 1,677 $347K
Evolve Private Wealth, LLC 0.02% Add +5.8% 1,675 $346K
Stevens Capital Management LP 0.05% New 1,673 $346K
WealthCare Investment Partners, LLC 0.10% No change 1,680 $344K
Blue Trust, Inc. 0.00% Reduce -14.0% 1,662 $344K
EverSource Wealth Advisors, LLC 0.01% Add +24.7% 1,657 $343K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -36.9% 1,702 $342K
Empower Advisory Group, LLC 0.00% Add +2.7% 1,649 $341K
Community Financial Services Group, LLC 0.06% Reduce -12.9% 1,625 $340K
Capstone Investment Advisors, LLC 0.00% New 1,626 $336K
Cary Street Partners Investment Advisory LLC 0.09% Add +25.6% 1,615 $334K
Ostrum Asset Management 0.02% Reduce -35.9% 1,608 $332K
BLB&B Advisors, LLC 0.01% Reduce -1.1% 1,602 $331K
Collective Family Office LLC 0.07% Reduce -9.5% 1,602 $331K
BXM Wealth LLC 0.25% No change 1,600 $331K
D.A. Davidson & Co. 0.00% New 1,597 $330K
CX Institutional 0.01% Reduce -1.6% 1,596 $330K
Diversified Trust Co. 0.01% Add +3.5% 1,586 $328K
Shufro Rose & Co. LLC 0.02% No change 1,585 $328K
Old National Bancorp 0.01% New 1,574 $325K
Optas, LLC 0.05% Add +2.7% 1,571 $325K
Sunbelt Securities, Inc. 0.02% Reduce -3.1% 1,570 $324K
Note Advisors, LLC 0.16% Add +0.1% 1,562 $323K
Smithfield Trust Co 0.01% Add +48.2% 1,558 $322K
Up Strategic Wealth Investment Advisors LLC 0.20% Add +49.5% 1,511 $322K
Grant Private Wealth Management Inc 0.17% Add +40.8% 1,553 $321K
Certuity, LLC 0.02% Add +55.1% 1,542 $319K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -0.5% 1,535 $317K
Baker Avenue Asset Management, LP 0.01% Add +28.1% 1,525 $315K
Smallwood Wealth Investment Management, LLC 0.17% No change 1,523 $315K
First National Bank of Omaha 0.01% No change 1,510 $312K
Quotient Wealth Partners, LLC 0.01% Add +14.0% 1,496 $309K
Redwood Financial Network Corp 0.20% Reduce -3.7% 1,492 $308K
Eagle Bay Advisors LLC 0.27% New 1,484 $307K
Armstrong, Fleming & Moore, Inc 0.13% No change 1,481 $306K
DAVENPORT & Co LLC 0.00% Reduce -31.1% 1,476 $305K
Sawgrass Asset Management LLC 0.05% New 1,473 $304K
Cigna Investments Inc. 0.05% Reduce -3.1% 1,463 $303K
Alpine Woods Capital Investors, LLC 0.07% No change 1,465 $303K
Fortitude Advisory Group L.L.C. 0.14% Add +3.9% 1,464 $303K
SCS Capital Management LLC 0.00% Reduce -0.1% 1,457 $301K
Westpac Banking Corp. 0.02% Reduce -0.9% 1,441 $298K
Aureum Wealth Management, LLC 0.21% No change 1,440 $298K
Leuthold Group, LLC 0.03% Reduce -2.9% 1,437 $297K
Burns Matteson Capital Management, LLC 0.11% No change 1,425 $295K
Armstrong Advisory Group, Inc. 0.02% Add +2.5% 1,418 $293K
Old North State Trust, LLC 0.17% No change 1,418 $293K
Sagewood Asset Management LP 0.09% New 1,412 $292K
Cooper/Haims Advisors, LLC 0.14% New 1,403 $290K
Stratos Wealth Partners, LTD. 0.00% Add +18.6% 1,402 $290K
Dakota Wealth Management 0.01% Reduce -1.1% 1,402 $290K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 1,380 $285K
Ameritas Investment Partners, Inc. 0.01% No change 1,376 $284K
Marble Wealth, LLC 0.05% Reduce -75.4% 1,373 $284K
Silverlake Wealth Management LLC 0.06% Add +0.1% 1,369 $283K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% New 1,366 $282K
Riggs Asset Managment Co. Inc. 0.06% No change 1,357 $281K
Investment House LLC 0.01% No change 1,350 $279K
Sageworth Trust Co 0.01% No change 1,350 $279K
Numerai GP LLC 0.03% Reduce -59.0% 1,348 $279K
SmartHarvest Portfolios, LLC 0.12% Reduce -26.0% 1,343 $278K
Daner Wealth Management, LLC 0.16% Add +0.7% 1,330 $278K
Prospera Financial Services Inc 0.00% Add +8.0% 1,331 $276K
Valeo Financial Advisors, LLC 0.01% Reduce -37.2% 1,323 $273K
Confluence Wealth Services, Inc. 0.01% New 1,321 $273K
Mill Creek Capital Advisors, LLC 0.01% Reduce -1.4% 1,320 $273K
Perigon Wealth Management, LLC 0.00% Add +29.1% 1,316 $272K
Brighton Jones LLC 0.01% New 1,314 $272K
Carnegie Lake Advisors LLC 0.11% No change 1,313 $271K
Buffalo Business & Estate Services Ltd. 0.04% Add +0.1% 1,305 $270K
DV Trading LLC 0.02% Add +162.6% 1,300 $269K
Alliance Wealth Advisors, LLC 0.13% No change 1,281 $265K
Diversified Enterprises, LLC 0.01% Add +1.3% 1,274 $263K
Spirepoint Private Client, LLC 0.03% Add +4.0% 1,270 $263K
BTG Pactual Asset Management US LLC 0.03% New 1,268 $262K
Aaron Wealth Advisors LLC 0.01% Reduce -36.4% 1,260 $260K
Alchemi Wealth, LLC 0.14% No change 1,255 $260K
Chapman Financial Group, LLC 0.18% No change 1,250 $258K
Wayfinding Financial, LLC 0.11% Add +2.1% 1,249 $258K
Regent Peak Wealth Advisors LLC 0.05% Add +0.1% 1,246 $258K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -79.4% 1,241 $256K
Prime Capital Investment Advisors, LLC 0.00% Add +17.4% 1,231 $254K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,155 $254K
Community Bank, N.A. 0.03% Reduce -3.9% 1,222 $253K
HBW Advisory Services LLC 0.03% Add +1.0% 1,219 $252K
Beacon Financial Group 0.03% Add +0.6% 1,214 $251K
Frederick Financial Consultants, LLC 0.12% Reduce -1.6% 1,214 $251K
Ferguson Wellman Capital Management, Inc. 0.00% No change 1,208 $250K
Members Trust Co 0.01% New 1,201 $248K
apricus wealth, LLC 0.12% Reduce -10.4% 1,200 $248K
J.W. Cole Advisors, Inc. 0.01% New 1,200 $248K
Emerald Advisors, LLC 0.03% New 1,197 $247K
Patton Fund Management, Inc. 0.04% No change 1,188 $246K
Successful Portfolios LLC 0.14% Reduce -1.7% 1,205 $245K
Equitable Holdings, Inc. 0.00% New 1,208 $244K
Inscription Capital, LLC 0.03% Add +7.2% 1,181 $244K
Larry Mathis Financial Planning, LLC 0.22% No change 1,180 $244K
NewEdge Wealth, LLC 0.00% Reduce -23.9% 1,178 $244K
Hudson Portfolio Management LLC 0.20% No change 1,176 $243K
Bradyco, Inc. 0.19% Add +1.3% 1,175 $243K
Applied Capital LLC 0.18% No change 1,175 $243K
Woodmont Investment Counsel LLC 0.01% No change 1,173 $242K
Heartwood Wealth Advisors LLC 0.02% Reduce -1.7% 1,170 $242K
Cornerstone Advisors Asset Management, LLC 0.04% No change 1,169 $242K
HM Payson & Co. 0.00% No change 1,168 $241K
Dorsey & Whitney Trust CO LLC 0.01% Add +0.3% 1,137 $235K
Cidel Asset Management Inc. 0.01% New 1,135 $235K
Apella Capital, LLC 0.00% Add +0.7% 1,072 $235K
Davis Investment Partners, LLC 0.08% Add +7.5% 1,130 $234K
WBH Advisory Inc. 0.02% Reduce -1.3% 1,114 $233K
JFS Wealth Advisors, LLC 0.01% Add +0.8% 1,121 $232K
YHB Investment Advisors, Inc. 0.02% Reduce -7.4% 1,121 $232K
Guardian Wealth Advisors, LLC / NC 0.01% Add +0.5% 1,121 $232K
Ascent Wealth Partners, LLC 0.03% No change 1,119 $231K
Moody Aldrich Partners LLC 0.04% Reduce -1.1% 1,118 $231K
Clearstead Advisors, LLC 0.00% Add +21.4% 1,110 $229K
Connors Investor Services Inc. 0.02% Reduce -35.2% 1,104 $228K
Prosperity Consulting Group, LLC 0.01% Add +0.1% 1,101 $228K
Enhancing Capital LLC 0.17% No change 1,100 $227K
Strait & Sound Wealth Management LLC 0.09% Reduce -15.5% 1,090 $225K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -51.6% 1,090 $225K
Capital Investment Management, Inc. 0.08% Reduce -0.1% 1,087 $225K
First Citizens Financial Corp 0.10% New 1,067 $221K
Wilkins Investment Counsel Inc. 0.03% No change 1,050 $217K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% No change 1,050 $217K
Neville Rodie & Shaw Inc. 0.02% No change 1,052 $217K
Novem Group 0.02% New 1,048 $217K
Supplemental Annuity Collective Trust of NJ 0.06% New 1,041 $215K
71 West Capital Partners 0.01% New 1,041 $215K
Medallion Wealth Advisors, LLC 0.07% No change 1,039 $215K
Catalyst Financial Partners LLC 0.03% Add +3.3% 1,039 $215K
Hager Investment Management Services, LLC 0.12% Add +12.1% 1,035 $214K
MV Capital Management, Inc. 0.02% Add +132.1% 1,026 $212K
Capital Management Associates, Inc 0.05% No change 1,019 $211K
Focused Wealth Management, Inc 0.02% New 1,012 $209K
Warner Group LLC 0.14% New 1,012 $209K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,008 $208K
Eagle Rock Investment Company, LLC 0.03% No change 1,002 $207K
Garrison Point Advisors, LLC 0.09% No change 1,000 $207K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% New 1,000 $207K
Pinnacle Wealth Management Advisory Group, LLC 0.01% Reduce -3.0% 983 $203K
Sovereign Investment Advisors, LLC 0.04% New 982 $203K
Abbot Financial Management, Inc. 0.09% New 975 $202K
SHP Wealth Management 0.01% Add +1.6% 923 $191K
PDS Planning, Inc 0.01% Add +0.1% 901 $186K
Central Pacific Bank - Trust Division 0.02% No change 900 $186K
Financial Consulate, Inc. 0.02% Add +0.2% 892 $184K
Penserra Capital Management LLC 0.00% Add +3.1% 887 $182K
Versant Capital Management, Inc 0.02% Add +14.0% 879 $182K
Resources Management Corp. /CT/ 0.02% Reduce -43.3% 837 $173K
Hantz Financial Services, Inc. 0.00% Add +158.0% 818 $169K
Princeton Global Asset Management LLC 0.03% No change 787 $163K
Oslo Pensjonsforsikring AS 0.02% — 765 $158K
Quarry LP 0.03% No change 755 $156K
Powell Investment Advisors, LLC 0.05% No change 747 $154K
Optiver Holding B.V. 0.01% New 730 $151K
Tompkins Financial Corp. 0.01% Reduce -32.5% 716 $148K
UMB Bank, n.a. 0.00% Add +0.7% 712 $147K
SBI Securities Co., Ltd. 0.00% Add +4.4% 708 $146K
Basecamp Wealth Advisors LLC 0.03% No change 704 $146K
Rossby Financial, LCC 0.03% Add +148.6% 691 $144K
POM Investment Strategies, LLC 0.17% No change 673 $139K
NBT Bank, N.A. 0.01% Reduce -4.8% 667 $138K
Parkside Financial Bank & Trust 0.01% Reduce -6.7% 641 $133K
Geneos Wealth Management Inc. 0.00% Reduce -20.5% 582 $120K
Private Trust Co. NA 0.01% Reduce -1.7% 580 $120K
AlphaCentric Advisors LLC 0.12% Add +4.9% 577 $119K
Roxbury Financial LLC 0.11% Add +0.3% 567 $117K
Ogorek Anthony Joseph /NY/ 0.03% Reduce -3.3% 564 $116K
Cary Street Partners Financial LLC 0.00% Reduce -76.0% 531 $110K
Deseret Mutual Benefit Administrators 0.04% Add +76.1% 523 $108K
Mechanics Financial Corp 0.04% No change 500 $103K
Monetary Management Group Inc. 0.02% No change 500 $103K
Kentucky Trust Co 0.05% No change 490 $101K
Marshall & Sterling Wealth Advisors Inc. 0.07% Reduce -7.7% 481 $99K
Manning & Napier Advisors LLC 0.00% Add +6.5% 478 $99K
Cromwell Holdings LLC 0.05% No change 471 $97K
Bank & Trust Co 0.06% No change 462 $96K
BankPlus Trust Department 0.02% No change 451 $93K
Mark Sheptoff Financial Planning, LLC 0.05% No change 426 $92K
Quent Capital, LLC 0.01% Reduce -1.1% 432 $89K
CYBER HORNET ETFs LLC 0.06% Reduce -10.0% 423 $88K
Golden State Wealth Management, LLC 0.01% Add +161.1% 423 $87K
Grove Bank & Trust 0.01% Add +1.7% 420 $87K
Hazlett, Burt & Watson, Inc. 0.03% No change 417 $86K
Zions Bancorporation, National Association 0.01% Reduce -75.1% 404 $84K
1620 Investment Advisors, Inc. 0.06% No change 400 $83K
CVA Family Office, LLC 0.01% Add +28.8% 385 $80K
AdvisorNet Financial, Inc 0.00% No change 382 $79K
Root Financial Partners, LLC 0.00% Reduce -2.6% 372 $77K
Cassaday & Co Wealth Management LLC 0.00% New 363 $75K
Cullen/Frost Bankers, Inc. 0.00% Reduce -3.0% 350 $72K
SOA Wealth Advisors, LLC. 0.01% Add +0.6% 348 $72K
Alphadyne Asset Management LP 0.01% Reduce -21.8% 344 $71K
Salomon & Ludwin, LLC 0.01% Reduce -2.1% 332 $70K
Key Capital Management, INC 0.04% Reduce -30.1% 321 $66K
Harbor Investment Advisory, LLC 0.01% Reduce -16.9% 320 $66K
Summit Securities Group LLC 0.03% Add +34.8% 314 $65K
Ossiam 0.00% Add +11.3% 314 $65K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -1.9% 303 $63K
TD Private Client Wealth LLC 0.00% Add +62.2% 292 $60K
WPG Advisers, LLC 0.04% Add +78.3% 287 $59K
Larson Financial Group LLC 0.00% Add +95.9% 284 $59K
Stone House Investment Management, LLC 0.01% Reduce -14.3% 282 $58K
Innovative Asset Advisors Group, LLC 0.03% — 278 $57K
Midway Capital Research & Management 0.05% New 275 $57K
Lanark Financial, Inc. 0.00% Reduce -2.6% 264 $55K
Mascoma Wealth Management LLC 0.01% Add +0.4% 251 $52K
Hoese & Co LLP 0.04% No change 250 $52K
Towne Trust Company, N.A 0.02% No change 250 $52K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +14.4% 230 $48K
Ancora Advisors LLC 0.00% Add +16.8% 229 $47K
Wall Street Financial Group, Inc. 0.03% New 225 $47K
Clearstead Trust, LLC 0.01% Add +4.3% 219 $45K
2UniFi Bank 0.02% No change 215 $44K
Spire Wealth Management 0.00% Reduce -7.0% 212 $44K
Owl Creek Wealth Partners LLC 0.02% — 205 $42K
Twin Peaks Wealth Advisors, LLC 0.01% New 205 $42K
Measured Wealth Private Client Group, LLC 0.01% Reduce -79.0% 203 $42K
Westside Investment Management, Inc. 0.01% No change 199 $42K
Banque Transatlantique SA 0.00% No change 200 $41K
SRH Advisors, LLC 0.01% No change 200 $41K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 196 $41K
TIAA Wealth Investment Management LLC 0.00% — 193 $40K
Harbour Investments, Inc. 0.00% Reduce -9.6% 189 $39K
Blue Bell Private Wealth Management, LLC 0.01% No change 182 $38K
Bayforest Capital Ltd 0.04% New 180 $37K
HHM Wealth Advisors, LLC 0.00% No change 180 $37K
Physician Wealth Advisors, Inc. 0.01% Add +1.1% 176 $36K
First Command Advisory Services, Inc. 0.00% Reduce -50.0% 176 $36K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Reduce -29.2% 170 $35K
Triumph Capital Management 0.01% Add +2.4% 170 $35K
Oakworth Capital, Inc. 0.00% No change 168 $35K
TFC Financial Management, Inc. 0.00% Reduce -8.6% 160 $33K
Evermay Wealth Management LLC 0.00% No change 147 $30K
Frazier Financial Advisors, LLC 0.02% Add +153.6% 142 $29K
Citizens National Bank Trust Department 0.00% No change 140 $29K
Asset Dedication, LLC 0.00% Reduce -30.1% 137 $28K
Key Financial Inc 0.01% Reduce -4.2% 136 $28K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 132 $27K
True Link Financial Advisors, LLC 0.00% New 130 $27K
VSM Wealth Advisory, LLC 0.01% No change 129 $27K
JPL Wealth Management, LLC 0.01% New 128 $26K
Motco 0.00% No change 128 $26K
Covestor Ltd 0.02% Reduce -29.1% 122 $26K
Millstone Evans Group, LLC 0.02% No change 125 $26K
Bogart Wealth, LLC 0.00% Add +233.3% 120 $25K
Cornerstone Planning Group LLC 0.00% Add +18.5% 109 $23K
First Pacific Financial 0.00% Add +121.3% 104 $21K
Keating Financial Advisory Services, Inc. 0.00% Add +123.9% 103 $21K
Tripletail Wealth Management, LLC 0.03% No change 100 $21K
Board of the Pension Protection Fund 0.02% Reduce -66.7% 100 $21K
CDKV Holdings LLC 0.02% No change 100 $21K
WHI TRUST Co LLC 0.02% No change 100 $21K
Webster Bank, N. A. 0.00% No change 97 $20K
Capula Management Ltd 0.00% New 95 $20K
Transamerica Financial Advisors, LLC 0.00% Add +116.3% 93 $19K
Ameriflex Group, Inc. 0.01% No change 93 $19K
Rialto Wealth Management, LLC 0.00% Add +8.2% 92 $19K
BOK Financial Private Wealth, Inc. 0.00% No change 91 $19K
Piscataqua Savings Bank 0.01% Reduce -87.9% 91 $19K
Godfrey Financial Associates, Inc. 0.02% No change 90 $19K
Fortitude Family Office, LLC 0.00% Add +57.9% 90 $19K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -17.6% 89 $18K
Rothschild Investment LLC 0.00% Add +12.8% 88 $18K
Meramec Financial Planners, LLC 0.01% No change 81 $18K
GW&K Investment Management, LLC 0.00% Add +15.3% 83 $17K
Wilkerson Advisory Group LLC 0.01% Add +148.5% 82 $17K
Bokf, NA 0.00% Add +39.3% 78 $16K
Bruce G. Allen Investments, LLC 0.01% No change 77 $16K
Synergy Investment Management, LLC 0.01% New 76 $16K
McIlrath & Eck, LLC 0.00% Reduce -7.5% 74 $15K
Wolff Wiese Magana LLC 0.01% No change 71 $15K
TD Capital Management LLC 0.00% No change 71 $15K
Capital Advisors, Ltd. LLC 0.00% No change 70 $14K
Caldwell Trust Co 0.00% No change 65 $13K
Group One Trading LLC 0.00% New 65 $13K
MPWM Advisory Solutions, LLC 0.01% Add +1.6% 65 $13K
DiNuzzo Private Wealth, Inc. 0.00% No change 64 $13K
Prestige Wealth Management Group LLC 0.00% No change 63 $13K
Manchester Capital Management LLC 0.00% No change 62 $13K
Delta Asset Management LLC 0.00% No change 60 $12K
MidFirst Bank 0.00% Reduce -95.3% 59 $12K
Kemnay Advisory Services Inc. 0.00% Add +75.8% 58 $12K
Bell Investment Advisors, Inc 0.00% Reduce -43.4% 56 $12K
Private Wealth Management Group, LLC 0.00% No change 55 $11K
DT Investment Partners, LLC 0.00% No change 55 $11K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 54 $11K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 53 $11K
Avion Wealth 0.00% Add +3.7% 56 $11K
Tsfg, LLC 0.00% No change 51 $11K
PFS Partners, LLC 0.01% No change 53 $11K
Red Tortoise LLC 0.00% No change 52 $11K
Lloyd Advisory Services, LLC. 0.00% New 52 $11K
Kingdom Financial Group LLC. 0.00% Add +92.6% 52 $11K
Osbon Capital Management LLC 0.01% No change 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
MCF Advisors LLC 0.00% Add +284.6% 50 $10K
Truvestments Capital LLC 0.00% Add +13.9% 49 $10K
McGuire Capital Advisors Inc. 0.01% No change 48 $10K
True Wealth Design, LLC 0.00% Add +9.1% 48 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 46 $10K
Ascentis Independent Advisors 0.00% New 46 $10K
SJS Investment Consulting Inc. 0.00% Add +7.3% 44 $9K
Coston, McIsaac & Partners 0.00% No change 44 $9K
Curio Wealth, LLC 0.00% Add +4.9% 43 $9K
Abound Wealth Management 0.00% Add +75.0% 42 $9K
Rosenberg Matthew Hamilton 0.00% No change 42 $9K
Hughes Financial Services, LLC 0.00% Add +5.0% 42 $9K
LGT Financial Advisors LLC 0.04% No change 41 $9K
J.Safra Asset Management Corp 0.00% No change 40 $8K
Sachetta, LLC 0.00% Add +30.0% 39 $8K
Torren Management, LLC 0.00% Reduce -60.0% 38 $8K
Financial Management Professionals, Inc. 0.00% Add +32.1% 37 $8K
Highline Wealth Partners LLC 0.00% No change 36 $7K
Centennial Bank 0.00% No change 35 $7K
Sunrise Financial Services, LLC 0.00% Add +88.2% 32 $7K
Brown, Lisle/Cummings, Inc. 0.00% Add +39.1% 32 $7K
Quest 10 Wealth Builders, Inc. 0.01% Add +25.0% 30 $6K
S&T Bank 0.00% No change 30 $6K
Chilton Capital Management LLC 0.00% Add +400.0% 30 $6K
IMG Wealth Management, Inc. 0.00% Reduce -30.9% 29 $6K
Dogwood Wealth Management LLC 0.00% Add +141.7% 29 $6K
Joseph Group Capital Management 0.00% New 29 $6K
Clayton Financial Group LLC 0.00% No change 28 $6K
Cedar Mountain Advisors, LLC 0.00% New 28 $6K
Whipplewood Advisors, LLC 0.00% New 27 $6K
Costello Asset Management, INC 0.00% No change 26 $5K
GHP Investment Advisors, Inc. 0.00% No change 24 $5K
Colonial Trust Co / SC 0.00% Reduce -4.0% 24 $5K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% Reduce -4.2% 23 $5K
Prosperity Bancshares Inc 0.00% Add +27.8% 23 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 23 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 22 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +57.1% 22 $5K
EFG International AG 0.00% New 21 $4K
Marquette Asset Management, LLC 0.00% New 20 $4K
Raffa Wealth Management, LLC 0.00% Add +5.3% 20 $4K
CoreCap Advisors, LLC 0.00% Reduce -92.5% 20 $4K
Westfuller Advisors, LLC 0.00% No change 19 $4K
Cornerstone Financial Management LLC 0.00% Add +58.3% 19 $4K
Ballast Advisors LLC 0.00% New 18 $4K
Johnson Financial Group, Inc. 0.00% Reduce -33.3% 18 $4K
Dunhill Financial, LLC 0.00% Add +6.3% 17 $4K
Activest Wealth Management 0.00% New 17 $4K
Essential Partners LLC 0.00% No change 16 $3K
Strive Financial Group ,LLC 0.00% No change 14 $3K
New England Capital Financial Advisors LLC 0.00% No change 14 $3K
JNBA Financial Advisors 0.00% No change 14 $3K
High Note Wealth, LLC 0.00% Add +366.7% 14 $3K
Valley Wealth Managers, Inc. 0.00% No change 14 $3K
CENTRAL TRUST Co 0.00% Reduce -7.1% 13 $3K
Marshall Investment Management, LLC 0.00% New 13 $3K
Vermillion Wealth Management, Inc. 0.00% New 12 $2K
Crewe Advisors LLC 0.00% No change 12 $2K
Valued Wealth Advisors LLC 0.00% Add +1000.0% 11 $2K
Hilton Head Capital Partners, LLC 0.00% No change 11 $2K
Global Trust Asset Management, LLC 0.00% No change 11 $2K
Elevated Capital Advisors, LLC 0.00% No change 11 $2K
Inspire Investing, LLC 0.00% No change 10 $2K
1015 Capital Partners, LLC 0.00% No change 10 $2K
Aspect Partners, LLC 0.00% No change 10 $2K
Kilter Group LLC 0.00% Add +50.0% 9 $2K
Principia Wealth Advisory, LLC 0.00% Add +166.7% 8 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 8 $2K
Intentional Wealth Strategies, LLC 0.00% — 7 $1K
Paladin Partners, LLC 0.00% No change 7 $1K
Burk Holdings LLC 0.00% New 7 $1K
Nemes Rush Group LLC 0.00% No change 7 $1K
Signature Equity Partners, LLC 0.00% No change 6 $1K
Quaker Wealth Management, LLC 0.00% Reduce -86.7% 6 $1K
Nvwm, LLC 0.00% No change 6 $1K
North Star Investment Management Corp. 0.00% No change 6 $1K
Networth Advisors, LLC 0.00% New 5 $1K
American Capital Advisory, LLC 0.00% Add +150.0% 5 $1K
HFM Investment Advisors, LLC 0.00% Reduce -70.6% 5 $1K
City State Bank 0.00% New 5 $1K
WestEnd Advisors, LLC 0.00% No change 5 $1K
Atlas Capital Advisors Inc. 0.00% No change 5 $1K
Phillip James Consulting Co. 0.00% New 4 $1K
Valley National Advisers Inc. 0.00% No change 5 $1K
Caitlin John, LLC 0.00% Add +25.0% 5 $935
Strategic Wealth Partners, Ltd. 0.00% New 4 $921
Ares Financial Consulting, LLC 0.00% No change 4 $836
Evolution Wealth Management Inc. 0.00% No change 4 $827
Retirement Wealth Solutions LLC 0.00% Add +33.3% 4 $827
DecisionPoint Financial, LLC 0.00% No change 4 $827
Toth Financial Advisory Corp. 0.00% No change 4 $827
Creative Financial Designs Inc. 0.00% No change 3 $659
Atwood & Palmer Inc. 0.00% New 3 $621
Portus Wealth Advisors, LLC 0.00% New 3 $620
IMA Advisory Services, Inc. 0.00% No change 3 $620
Seneschal Advisors, LLC 0.00% No change 2 $414
Clark Wealth Partners 0.00% Reduce -80.0% 2 $414
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $414
PMV Capital Advisers, LLC 0.00% New 2 $413
TopTier Wealth Management, LLC 0.00% New 2 $413
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 2 $413
Tidemark, LLC 0.00% New 2 $413
Parallax Volatility Advisers, L.P. 0.00% New 2 $413
NorthAvenue LLC 0.00% No change 1 $207
3 Factor Indexing, LLC 0.00% — 1 $207
Rakuten Securities, Inc. 0.00% No change 1 $207
Arcadia Investment Management Corp. 0.00% No change 1 $207
Y.D. More Investments Ltd 0.00% Reduce -12.6% 97 $63

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