M & T BankMTB

13F holders, Q2 2026 (June 30)
1,162holders +51
119new positions
73sold out
11famous investors
$237.85avg. 13F price*

At the end of Q2 2026, 1,162 institutions reported holding M & T Bank Corp. (MTB) in their 13F filings, up 51 from Q1 2026. 119 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($3.1B), FMR LLC ($3.0B) and Wellington Management Group LLP ($2.3B). 11 famous investors held it, including John W. Rogers Jr. (0.4% of Ariel Investments's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions119$192.9M
Exits73$135.3M

All 13F filers, Q1 2026 → Q2 2026: 4,232,438 shares bought and 7,367,561 shares sold, net −3,135,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,162 holders

BlackRock, Inc. 0.05% Reduce -1.2% 12,846,003 $3.1B
FMR LLC 0.13% Reduce -5.7% 12,417,262 $3.0B
Wellington Management Group LLP 0.40% Reduce -1.5% 9,801,881 $2.3B
Vanguard Capital Management LLC 0.05% Reduce -2.2% 9,566,754 $2.3B
State Street Corp. 0.05% Reduce -0.6% 7,112,644 $1.7B
Vanguard Portfolio Management LLC 0.08% Reduce -5.5% 7,080,537 $1.7B
Geode Capital Management, LLC 0.06% Reduce -1.5% 4,348,008 $1.0B
State Farm Mutual Automobile Insurance Co. 0.67% No change 4,122,590 $981.2M
JPMorgan Chase & Co. 0.06% Add +1.0% 4,045,990 $967.8M
Invesco Ltd. 0.08% Add +0.6% 4,025,037 $958.0M
Morgan Stanley 0.05% Reduce -19.4% 3,590,085 $854.5M
Norges Bank 0.05% — 1,985,145 $472.5M
Dimensional Fund Advisors LP 0.07% Add +0.9% 1,589,579 $378.4M
Northern Trust Corp. 0.04% Reduce -1.9% 1,491,910 $355.1M
Bank of New York Mellon Corp 0.05% Add +0.1% 1,390,604 $331.0M
Goldman Sachs Group Inc. 0.03% Add +17.9% 1,366,905 $325.3M
Bank of America Corp. 0.02% Reduce -17.7% 1,324,600 $315.3M
Massachusetts Financial Services Co. 0.09% Add +1.1% 1,191,392 $284.1M
Nuveen, LLC 0.07% Reduce -17.5% 1,147,480 $273.1M
M&T Bank Corp 0.80% Reduce -0.0% 1,147,230 $273.1M
Legal & General Group Plc 0.05% Add +0.5% 1,069,943 $254.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +2.6% 1,060,517 $252.4M
Charles Schwab Investment Management Inc. 0.03% Reduce -1.5% 1,001,352 $238.3M
Jennison Associates LLC 0.14% Reduce -0.1% 974,692 $232.0M
Menora Mivtachim Holdings LTD. 0.89% No change 962,619 $229.1M
UBS Group AG 0.03% Reduce -5.7% 868,700 $206.8M
London Co. of Virginia 1.15% Reduce -4.2% 845,405 $201.2M
Vanguard Fiduciary Trust Co. 0.04% Reduce -3.5% 822,084 $195.7M
Wells Fargo & Company 0.03% Add +29.9% 698,300 $166.2M
Neuberger Berman Group LLC 0.10% Add +27.3% 656,084 $156.2M
Franklin Resources Inc. 0.03% Reduce -5.0% 571,032 $135.9M
Thrivent Financial for Lutherans 0.23% Reduce -1.7% 565,114 $134.5M
Panagora Asset Management Inc. 0.41% Add +13.4% 558,079 $132.8M
First Trust Advisors LP 0.08% Add +22.9% 556,027 $132.3M
Deutsche Bank AG 0.04% Reduce -2.3% 519,547 $123.7M
Canoe Financial LP 1.48% Add +1.4% 500,469 $119.1M
Boston Partners 0.10% Add +1.3% 474,401 $112.9M
Korea Investment CORP 0.20% Add +17.4% 452,488 $107.7M
LSV Asset Management 0.18% Add +4.0% 427,627 $101.8M
Alliancebernstein L.P. 0.03% Reduce -1.6% 474,047 $98.0M
Davis Asset Management, L.P. 2.47% No change 410,000 $97.6M
HSBC Holdings PLC 0.05% Add +18.9% 396,157 $94.4M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -6.6% 393,349 $93.6M
Russell Investments Group, Ltd. 0.08% Add +6.6% 388,827 $92.6M
Amundi 0.02% Add +7.7% 388,916 $92.6M
Stifel Financial Corp. 0.07% Reduce -1.3% 363,534 $86.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +4.5% 359,037 $85.5M
California Public Employees Retirement System 0.05% Add +2.6% 358,485 $85.3M
Huntington National Bank 0.55% Add +0.1% 358,437 $85.3M
BNP Paribas Financial Markets 0.04% Add +14.6% 346,679 $82.5M
Quantinno Capital Management LP 0.10% Add +61.4% 346,609 $82.5M
RNC Capital Management LLC 3.40% Reduce -0.3% 346,081 $82.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.05% Add +8.3% 337,388 $80.3M
Anchor Capital Advisors LLC 2.25% Reduce -3.5% 335,731 $79.9M
Natixis Advisors, LLC 0.09% Add +12.4% 325,598 $77.5M
Arrowstreet Capital, Limited Partnership 0.03% New 325,541 $77.5M
O'shaughnessy Asset Management, LLC 0.36% Add +32.1% 323,058 $76.9M
Vanguard Global Advisers, LLC 0.04% Reduce -4.8% 321,518 $76.5M
Envestnet Asset Management Inc. 0.02% Add +3.6% 318,844 $75.9M
Royal Bank of Canada 0.01% Reduce -8.4% 304,175 $72.4M
Cooke & Bieler LP 0.82% No change 299,450 $71.3M
Bank of Montreal 0.03% Add +6.0% 299,160 $71.2M
Barclays PLC 0.02% Reduce -54.0% 298,800 $71.1M
Munich Reinsurance Co Stock Corp in Munich 1.54% No change 296,290 $70.5M
Caisse de depot et placement du Quebec 0.10% Add +48.3% 294,938 $70.2M
PFA Pension, Forsikringsaktieselskab 0.18% Add +237.6% 293,096 $69.8M
Smead Capital Management, Inc. 1.42% Reduce -5.5% 277,594 $66.1M
Rhumbline Advisers 0.05% Reduce -4.7% 274,181 $65.3M
National Pension Service 0.04% Reduce -1.0% 272,367 $64.8M
Miller Howard Investments Inc. 1.68% Add +24.8% 265,769 $63.3M
Manufacturers Life Insurance Company, The 0.05% Reduce -4.0% 261,834 $62.3M
Victory Capital Management Inc. 0.03% Reduce -0.9% 258,641 $61.6M
Jones Financial Companies LLLP 0.02% Add +11.9% 252,660 $59.9M
Berkshire Asset Management LLC 2.29% Add +0.2% 244,663 $58.2M
Canada Pension Plan Investment Board 0.03% Add +147.8% 230,205 $54.8M
Squarepoint Ops LLC 0.10% Add +786.4% 224,397 $53.4M
California State Teachers Retirement System 0.05% Reduce -1.1% 212,140 $50.5M
AQR Capital Management 0.02% Reduce -1.4% 208,447 $49.6M
T. Rowe Price Associates Inc. 0.00% Reduce -5.3% 204,179 $48.6M
Citigroup Inc. 0.02% Add +10.6% 201,842 $48.0M
Absher Wealth Management, LLC 5.07% Reduce -14.9% 187,183 $44.6M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +1778.1% 179,156 $42.6M
Ariel Investments 0.41% Reduce -1.7% 174,574 $41.6M
Ameriprise Financial Inc. 0.01% Reduce -59.0% 168,765 $40.2M
Schroder Investment Management Group 0.03% Add +7.3% 165,967 $39.7M
Principal Financial Group Inc. 0.02% Reduce -5.3% 166,319 $39.6M
Tredje AP-fonden 0.16% Add +137.4% 148,800 $35.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +37.1% 145,949 $34.8M
Danske Bank A/S 0.07% Add +0.8% 145,720 $34.7M
Aware Super Pty Ltd as trustee of Aware Super 0.49% No change 144,434 $34.4M
Tocqueville Asset Management L.P. 0.42% Reduce -6.7% 134,723 $32.1M
LPL Financial LLC 0.01% Add +0.0% 134,231 $31.9M
New York State Teachers Retirement System 0.06% Reduce -7.0% 133,372 $31.7M
Citadel Advisors 0.02% Add +38.9% 129,162 $30.7M
Arbejdsmarkedets Tillaegspension 0.66% New 126,700 $30.2M
State Board of Administration of Florida Retirement System 0.05% Add +8.6% 125,865 $30.0M
Aberdeen Group plc 0.04% Add +1.4% 121,094 $28.8M
Tudor Investment Corporation 0.12% New 121,043 $28.8M
Raymond James Financial Inc. 0.01% Reduce -7.3% 120,348 $28.6M
Adams Diversified Equity Fund, Inc. 0.87% No change 119,900 $28.5M
Mariner, LLC 0.03% Reduce -7.3% 114,447 $27.2M
Focus Partners Wealth 0.03% Add +144.0% 111,944 $26.6M
Susquehanna Fundamental Investments, LLC 0.49% Add +205.4% 110,553 $26.3M
Sei Investments Co. 0.02% Add +3.3% 108,766 $25.9M
Sapient Capital LLC 0.34% Reduce -0.4% 108,262 $25.8M
LGT Capital Partners LTD. 1.28% Reduce -21.4% 106,351 $25.3M
Aviva PLC 0.04% Add +0.3% 104,948 $25.0M
CANADA LIFE ASSURANCE Co 0.04% Add +3.3% 104,081 $24.8M
General American Investors Co. Inc. 1.46% No change 101,100 $24.1M
Empowered Funds, LLC 0.13% Add +14.4% 99,840 $23.8M
Sound Income Strategies, LLC 1.07% Add +0.4% 99,822 $23.8M
Oppenheimer Asset Management Inc. 0.24% Reduce -5.2% 98,728 $23.5M
American Century Companies Inc. 0.01% Add +14.3% 96,760 $23.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -1.6% 93,792 $22.3M
PNC Financial Services Group, Inc. 0.01% Add +3.3% 93,382 $22.2M
New York State Common Retirement Fund 0.03% Reduce -5.4% 93,181 $22.2M
APG Asset Management N.V. 0.05% Add +35.0% 105,782 $22.0M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.49% Reduce -3.1% 91,394 $21.8M
STRS Ohio 0.08% Reduce -0.2% 85,622 $20.4M
Wealth Enhancement Advisory Services, LLC 0.03% Add +124.6% 84,778 $20.3M
Cetera Investment Advisers 0.02% Add +5.6% 85,035 $20.2M
Assenagon Asset Management S.A. 0.03% Reduce -9.1% 84,642 $20.1M
Federated Hermes, Inc. 0.03% Reduce -75.0% 84,514 $20.1M
Janney Montgomery Scott LLC 0.04% Add +7.4% 83,442 $19.9M
Agf Management Ltd. 0.08% Reduce -77.8% 83,419 $19.9M
AIA Group Ltd 0.25% Add +76.0% 83,320 $19.8M
Prudential PLC 0.13% Reduce -1.8% 81,383 $19.4M
State of Wisconsin Investment Board 0.04% Reduce -6.0% 79,481 $18.9M
Matrix Asset Advisors Inc. 1.52% Add +0.0% 78,790 $18.8M
Vanguard Investments Australia, Ltd. 0.05% Add +0.9% 77,046 $18.3M
Polaris Capital Management, LLC 1.71% Reduce -37.7% 76,400 $18.2M
Royal London Asset Management Ltd. 0.03% Reduce -2.5% 73,146 $17.4M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -5.6% 71,015 $16.9M
Millennium Management 0.01% Add +189.9% 70,965 $16.9M
Evergreen Capital Management LLC 0.29% Reduce -0.7% 69,931 $16.6M
Prudential Financial Inc. 0.02% Reduce -5.8% 69,484 $16.5M
Captrust Financial Advisors 0.03% Add +251.8% 68,944 $16.4M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -1.5% 68,436 $16.3M
Truist Financial Corp. 0.02% Reduce -3.0% 67,136 $16.0M
CIBC Asset Management Inc 0.03% Add +67.7% 66,033 $15.7M
Susquehanna International Group, LLP 0.01% Add +54.9% 65,234 $15.5M
Speece Thorson Capital Group Inc. 3.25% Reduce -2.0% 63,885 $15.2M
Creative Planning 0.01% Add +13.8% 63,552 $15.1M
Pictet Asset Management Holding SA 0.01% Reduce -0.6% 63,545 $15.1M
Asset Management One Co., Ltd. 0.04% Reduce -2.6% 63,233 $15.1M
Federation des caisses Desjardins du Quebec 0.05% Add +716.1% 63,230 $15.0M
Treasurer of the State of North Carolina 0.04% Reduce -3.9% 62,516 $14.9M
Corient Private Wealth LP 0.02% Reduce -2.2% 59,837 $14.2M
KLP Kapitalforvaltning As 0.05% No change 59,204 $14.1M
Davis Selected Advisers 0.06% Reduce -3.7% 58,072 $13.8M
Rafferty Asset Management, LLC 0.03% Reduce -2.7% 57,832 $13.8M
Bridgewater Associates 0.06% Add +38.6% 57,083 $13.6M
State of Tennessee, Department of Treasury 0.04% Reduce -0.7% 56,627 $13.5M
Commonwealth Equity Services, LLC 0.02% Reduce -4.3% 55,678 $13.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Add +1.2% 55,604 $13.2M
Nykredit A/S 0.05% — 55,227 $13.1M
Nomura Asset Management Co. Ltd. 0.03% Reduce -1.1% 55,122 $13.1M
Nisa Investment Advisors, LLC 0.04% Reduce -3.6% 54,930 $13.1M
HighTower Advisors, LLC 0.01% Add +4.6% 54,108 $12.9M
Los Angeles Capital Management LLC 0.05% Reduce -64.8% 54,087 $12.9M
Mutual of America Capital Management LLC 0.12% Add +4.0% 52,640 $12.5M
TD Asset Management Inc 0.01% Reduce -6.2% 52,620 $12.5M
National Bank of Canada 0.01% Reduce -32.7% 51,823 $12.3M
Osaic Holdings, Inc. 0.01% Add +4.3% 49,796 $11.9M
Toronto Dominion Bank 0.02% Reduce -24.0% 49,744 $11.8M
O'Keefe Stevens Advisory, Inc. 2.36% Add +1.3% 48,367 $11.5M
Bank of Nova Scotia 0.02% Add +123.9% 47,662 $11.3M
iA Global Asset Management Inc. 0.13% Reduce -2.6% 46,620 $11.1M
Calamos Advisors LLC 0.06% Reduce -1.8% 46,596 $11.1M
Gabelli Funds LLC 0.07% Reduce -1.6% 46,518 $11.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +9.7% 45,773 $10.9M
Public Employees Retirement System of Ohio 0.03% Add +2.9% 45,488 $10.8M
Maltese Capital Management LLC 1.95% Reduce -10.5% 44,100 $10.5M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -30.2% 43,463 $10.3M
Northwest & Ethical Investments L.P. 0.24% Reduce -24.7% 43,265 $10.3M
Cresset Asset Management, LLC 0.04% Add +5.8% 43,054 $10.2M
ASR Vermogensbeheer N.V. 0.10% Add +698.9% 42,805 $10.2M
Arizona State Retirement System 0.05% Add +2.3% 42,720 $10.2M
Resona Asset Management Co.,Ltd. 0.05% Reduce -9.5% 41,937 $10.0M
Mackenzie Financial Corp. 0.01% Add +59.0% 41,851 $10.0M
Public Sector Pension Investment Board 0.03% Reduce -3.3% 41,786 $9.9M
Fifth Third Bancorp 0.02% Add +2.7% 41,727 $9.9M
Czech National Bank 0.05% Add +0.8% 41,684 $9.9M
State of New Jersey Common Pension Fund D 0.03% No change 41,347 $9.8M
IFM Investors Pty Ltd 0.06% Add +9.2% 41,151 $9.8M
State of Michigan Retirement System 0.04% Reduce -5.1% 40,801 $9.7M
Savant Capital, LLC 0.03% Add +415.3% 39,958 $9.7M
Wealthfront Advisers LLC 0.02% Reduce -0.5% 40,381 $9.6M
Cambria Investment Management, L.P. 0.47% Reduce -9.4% 40,009 $9.5M
HRT Financial LP 0.02% Reduce -44.5% 39,777 $9.5M
Cutler Investment Counsel LLC 0.87% Reduce -0.0% 38,742 $9.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -0.3% 38,585 $9.2M
ProShare Advisors LLC 0.01% Reduce -0.4% 37,340 $8.9M
Fisher Asset Management 0.00% Reduce -4.4% 35,756 $8.5M
German American Bancorp, Inc. 0.64% Reduce -0.6% 35,600 $8.5M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -81.0% 35,149 $8.4M
Arnhold LLC 0.59% Reduce -8.5% 35,127 $8.4M
DNB Asset Management AS 0.02% Add +2.9% 34,944 $8.3M
Brown Advisory Inc. 0.01% Add +0.8% 34,274 $8.2M
AustralianSuper Pty Ltd 0.04% Add +7.4% 34,084 $8.1M
MetLife Investment Management, LLC 0.04% Reduce -5.5% 33,508 $8.0M
SEB Asset Management AB 0.03% Add +1.2% 33,425 $8.0M
Pathstone Holdings, LLC 0.02% Add +6.3% 33,078 $7.9M
Courier Capital LLC 0.39% Reduce -0.9% 32,772 $7.8M
Man Group plc 0.01% Reduce -21.0% 32,549 $7.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -8.6% 32,345 $7.7M
Xponance LLC 0.05% Add +11.4% 32,233 $7.7M
Woodline Partners LP 0.02% Add +7.7% 32,110 $7.6M
Ensign Peak Advisors, Inc 0.01% Reduce -73.2% 32,091 $7.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +9.1% 31,648 $7.5M
Hudson Edge Investment Partners Inc. 1.03% Reduce -19.4% 31,589 $7.5M
Fideuram Asset Management (Ireland) dac 0.14% Reduce -12.0% 33,513 $7.5M
Retirement Systems of Alabama 0.02% Reduce -4.6% 30,765 $7.3M
Ethic Inc. 0.09% Add +22.4% 30,534 $7.3M
GMO 0.02% Reduce -15.7% 30,387 $7.2M
Riggs Asset Managment Co. Inc. 1.29% Add +2135.3% 30,333 $7.2M
Two Sigma Investments, LP 0.01% Reduce -87.5% 30,200 $7.2M
Sky Investment Group LLC 1.16% Reduce -0.3% 30,130 $7.2M
Cerity Partners LLC 0.01% Reduce -7.5% 30,000 $7.1M
Kimelman & Baird, LLC 0.53% No change 29,950 $7.1M
Voya Investment Management LLC 0.01% Reduce -3.9% 29,355 $7.0M
Swiss Life Asset Management Ltd 0.03% Reduce -83.8% 29,026 $6.9M
NFJ Investment Group, LLC 0.23% No change 28,038 $6.7M
Daiwa Securities Group Inc. 0.01% Add +2.6% 26,805 $6.4M
PDT Partners, LLC 0.34% Add +6.3% 26,801 $6.4M
Entropy Technologies, LP 0.25% Add +35.2% 26,744 $6.4M
Vest Financial, LLC 0.07% Add +50.4% 26,657 $6.3M
CIBC Bancorp USA Inc. 0.01% Reduce -23.2% 26,364 $6.3M
KBC Group NV 0.01% Reduce -16.1% 26,032 $6.2M
DekaBank Deutsche Girozentrale 0.01% No change 30,240 $6.2M
Robinson Value Management, Ltd. 3.30% Reduce -1.7% 25,907 $6.2M
Monte Financial Group, LLC 1.94% Add +2.2% 24,654 $6.1M
Amalgamated Bank 0.04% Reduce -10.3% 25,255 $6.0M
Daymark Wealth Partners, LLC 0.15% Reduce -2.4% 25,185 $6.0M
Lesa Sroufe & Co 4.26% Reduce -3.1% 25,074 $6.0M
SG Americas Securities, LLC 0.00% Reduce -70.8% 25,019 $6.0M
HBK Sorce Advisory LLC 0.12% Reduce -0.5% 23,620 $6.0M
Howard Capital Management, LLC 0.07% Add +1.8% 24,832 $5.9M
Bessemer Group Inc. 0.01% Reduce -9.9% 24,771 $5.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +9.1% 24,726 $5.9M
Allworth Financial LP 0.03% Reduce -6.5% 24,699 $5.9M
NEOS Investment Management LLC 0.02% Add +13.0% 24,616 $5.9M
CWA Asset Management Group, LLC 0.18% Add +10.0% 24,451 $5.8M
Rakuten Investment Management, Inc. 0.02% Add +6.5% 24,099 $5.8M
Harvest Portfolios Group Inc. 0.08% Reduce -15.0% 24,159 $5.8M
Rock Point Advisors, LLC 1.38% No change 23,764 $5.7M
Invenomic Capital Management LP 0.34% Reduce -18.4% 23,644 $5.6M
Ofi Invest Asset Management 0.06% New 27,000 $5.6M
WINTON GROUP Ltd 0.18% Add +310.3% 23,159 $5.5M
Candriam S.C.A. 0.02% Add +21.3% 22,975 $5.5M
Vanguard Personalized Indexing Management, LLC 0.04% Add +5.2% 22,383 $5.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +5.5% 22,352 $5.3M
Utah Retirement Systems 0.05% Reduce -9.8% 22,282 $5.3M
Trust Co. of Vermont 0.20% — 22,092 $5.3M
New York Life Investment Management LLC 0.04% Reduce -3.1% 21,923 $5.2M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -6.6% 21,778 $5.2M
&partners 0.02% Add +5.3% 21,631 $5.1M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -21.1% 20,837 $5.0M
SteelPeak Wealth, LLC 0.13% New 20,463 $4.9M
Nordea Investment Management AB 0.00% Add +5.4% 20,102 $4.8M
Nissay Asset Management Corp. /Japan 0.02% Add +0.5% 20,094 $4.8M
Temasek Holdings (Private) Ltd 0.01% New 20,033 $4.8M
Crawford Investment Counsel Inc. 0.08% Reduce -1.3% 20,030 $4.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Reduce -7.7% 19,939 $4.7M
Handelsbanken Fonder AB 0.01% Reduce -40.6% 19,112 $4.5M
Worldquant Millennium Advisors LLC 0.02% Add +210.7% 19,108 $4.5M
GAMCO Investors 0.04% Reduce -4.3% 18,970 $4.5M
Florida Trust Wealth Management Co 0.11% Reduce -25.9% 18,323 $4.4M
QRG Capital Management, Inc. 0.04% Add +17.4% 18,237 $4.3M
Oregon Public Employees Retirement Fund 0.05% Add +3.3% 17,997 $4.3M
Avantax Planning Partners, Inc. 0.11% Reduce -2.1% 17,957 $4.3M
Jupiter Topco LLC 0.00% — 17,889 $4.3M
Macquarie Group Ltd. 0.02% Add +0.2% 17,866 $4.3M
Orion Porfolio Solutions, LLC 0.03% Reduce -8.2% 17,738 $4.2M
Tidal Investments LLC 0.01% Reduce -17.3% 17,639 $4.2M
Yousif Capital Management, LLC 0.05% Add +8.9% 17,602 $4.2M
Allstate Corp. 0.04% Reduce -21.2% 17,565 $4.2M
Grandfield & Dodd, LLC 0.22% Reduce -5.9% 17,466 $4.2M
NewEdge Advisors, LLC 0.01% Add +17.0% 17,458 $4.2M
OP Asset Management Ltd 0.04% Reduce -57.5% 17,323 $4.1M
Culbertson A N & Co. Inc. 0.48% Add +0.1% 17,144 $4.1M
Achmea Investment Management B.V. 0.10% Reduce -45.5% 17,081 $4.1M
Andra AP-fonden 0.05% New 17,003 $4.0M
Reinhart Partners, Llc. 0.09% Reduce -29.7% 16,908 $4.0M
Avanza Fonder AB 0.09% Add +28.1% 16,688 $4.0M
Eurizon Capital SGR S.p.A. 0.01% Reduce -12.4% 16,681 $4.0M
Caprock Group, LLC 0.08% Add +13.3% 16,608 $4.0M
Illinois Municipal Retirement Fund 0.04% Add +490.7% 15,991 $3.8M
MML Investors Services, LLC 0.01% Add +27.7% 15,969 $3.8M
Lee Danner & Bass Inc. 0.22% Reduce -14.0% 15,819 $3.8M
Oak Thistle LLC 0.36% No change 15,606 $3.7M
Canada Post Corp Registered Pension Plan 0.13% Add +26.2% 15,359 $3.7M
LRI Investments, LLC 0.29% Add +0.2% 15,264 $3.6M
Beck Mack & Oliver LLC 0.07% Reduce -6.3% 15,228 $3.6M
Abacus Planning Group, Inc. 0.44% Reduce -0.0% 15,098 $3.6M
Rockefeller Capital Management L.P. 0.01% Add +36.2% 14,912 $3.5M
Axiom Investment Management LLC 2.35% Reduce -20.5% 14,762 $3.5M
Founders Capital Management, LLC 0.52% Reduce -6.8% 14,423 $3.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -78.1% 14,414 $3.4M
State of Alaska, Department of Revenue 0.03% Reduce -4.3% 14,349 $3.4M
Credit Agricole S A 0.01% Add +126.5% 14,323 $3.4M
Hudock, Inc. 0.42% Add +17.4% 13,829 $3.3M
St Germain D J Co. Inc. 0.12% Reduce -1.1% 13,679 $3.3M
Kestra Advisory Services, LLC 0.01% Add +0.4% 13,549 $3.2M
Strategic Financial Services, Inc. 0.14% Reduce -1.7% 13,377 $3.2M
Basswood Capital Management, L.L.C. 0.14% No change 13,360 $3.2M
Bridgeway Capital Management, LLC 0.06% No change 13,360 $3.2M
Fiduciary Alliance LLC 0.21% Reduce -12.9% 13,318 $3.2M
US Bancorp \de 0.00% Add +10.4% 13,172 $3.1M
Lombard Odier Asset Management (Switzerland) SA 0.10% Reduce -26.1% 13,016 $3.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 12,988 $3.1M
Public Employees Retirement Association of Colorado 0.01% No change 12,927 $3.1M
Sciencast Management LP 0.64% Reduce -57.7% 12,920 $3.1M
Horizon Investments, LLC 0.03% Reduce -75.0% 12,760 $3.0M
Arax Advisory Partners 0.02% New 12,749 $3.0M
Mercer Global Advisors Inc. 0.00% Reduce -7.0% 12,624 $3.0M
Hancock Whitney Corp. 0.05% Reduce -0.3% 12,440 $3.0M
Lakewood Asset Management LLC 1.61% Reduce -0.3% 12,292 $2.9M
Flputnam Investment Management Co. 0.03% Add +0.3% 12,165 $2.9M
Glenmede Trust Co. NA 0.01% Add +3.0% 11,833 $2.8M
Gulf International Bank (UK) Ltd 0.06% Reduce -1.5% 11,721 $2.8M
Bryn Mawr Trust Advisors, LLC 0.12% Add +0.5% 11,663 $2.8M
Dana Investment Advisors, Inc. 0.07% Reduce -0.7% 11,634 $2.8M
Mizuho Securities USA LLC 0.04% Add +24.9% 11,465 $2.7M
USS Investment Management Ltd 0.01% Reduce -55.3% 11,416 $2.7M
United Capital Financial Advisors, LLC 0.01% Reduce -1.6% 11,256 $2.7M
Pacer Advisors, Inc. 0.01% Add +48.0% 11,229 $2.7M
Columbus Macro, LLC 0.26% Reduce -0.4% 11,213 $2.7M
Whitaker-Myers Wealth Managers, LTD. 0.45% Add +12.6% 11,210 $2.7M
Guggenheim Capital LLC 0.02% Reduce -8.4% 11,004 $2.6M
Advisors Capital Management, LLC 0.03% Reduce -94.8% 10,907 $2.6M
Abn Amro Investment Solutions 0.02% Add +57.5% 10,863 $2.6M
Granite Group Advisors, LLC 1.53% Add +0.0% 10,848 $2.6M
Northcape Wealth Management, LLC 0.67% Reduce -1.8% 10,701 $2.5M
Summit Trail Advisors, LLC 0.03% Reduce -1.3% 10,675 $2.5M
Hardman Johnston Global Advisors LLC 0.09% No change 10,630 $2.5M
Jane Street Group, LLC 0.00% Reduce -82.4% 10,622 $2.5M
Nomura Holdings Inc. 0.01% Add +165.9% 10,585 $2.5M
Bradley Foster & Sargent Inc. 0.04% No change 10,502 $2.5M
Saudi Central Bank 0.03% Add +83.8% 10,430 $2.5M
McCollum Christoferson Group LLC 0.71% Reduce -68.7% 10,322 $2.5M
Natixis 0.01% New 10,321 $2.5M
SouthState Bank Corp 0.10% Add +7.7% 10,127 $2.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.20% No change 10,080 $2.4M
Intech Investment Management LLC 0.02% Reduce -37.4% 10,076 $2.4M
Advent Capital Management 2.59% Reduce -16.7% 10,000 $2.4M
Blue Sparrow, LLC 0.02% New 10,000 $2.4M
Aster Capital Management (DIFC) Ltd 0.51% Reduce -3.5% 9,996 $2.4M
Roberts Glore & Co. Inc. 0.57% Reduce -1.4% 9,668 $2.3M
Cozad Asset Management Inc. 0.15% Add +2.5% 9,604 $2.3M
Kentucky Retirement Systems 0.06% Reduce -10.8% 9,587 $2.3M
OMERS ADMINISTRATION Corp 0.01% Reduce -85.6% 9,529 $2.3M
Investment Management Corp of Ontario 0.03% Reduce -13.6% 9,511 $2.3M
Swedbank AB 0.00% No change 9,462 $2.3M
Merit Financial Group, LLC 0.01% Add +6.9% 9,354 $2.2M
New Hampshire Trust 0.42% Reduce -1.5% 9,325 $2.2M
Sequoia Financial Advisors, LLC 0.01% Add +7.3% 9,239 $2.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -27.3% 9,204 $2.2M
Blair William & Co. 0.01% Reduce -0.3% 9,176 $2.2M
Dynamic Advisor Solutions LLC 0.06% Reduce -1.1% 9,063 $2.2M
Barrett & Company, Inc. 0.60% Reduce -0.5% 9,029 $2.1M
Sanctuary Advisors, LLC 0.01% Reduce -16.4% 9,005 $2.1M
Norinchukin Bank, The 0.02% Reduce -3.3% 8,957 $2.1M
Charter Research & Investment Group, Inc. 1.28% Reduce -1.6% 8,839 $2.1M
SlateStone Wealth, LLC 0.16% Reduce -32.1% 8,768 $2.1M
Verdence Capital Advisors LLC 0.11% Add +2.7% 8,679 $2.1M
IFG Advisory, LLC 0.07% New 8,574 $2.0M
Lawood & Co. 1.36% No change 8,419 $2.0M
First United Bank & Trust 0.57% Reduce -2.5% 8,312 $2.0M
IFP Advisors, Inc 0.04% Reduce -0.8% 8,298 $2.0M
Benjamin Edwards Inc. 0.02% Add +8.0% 8,234 $2.0M
Brown Brothers Harriman & Co. 0.01% Add +49.9% 8,227 $2.0M
Praxis Investment Management Inc. 0.10% No change 8,184 $1.9M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -3.8% 8,178 $1.9M
AlphaCore Capital LLC 0.04% Add +41.9% 8,178 $1.9M
Jacobi Capital Management LLC 0.09% Add +0.4% 8,153 $1.9M
Hartford Investment Management Co. 0.05% Reduce -7.2% 8,100 $1.9M
Keynote Financial Services LLC 0.90% Reduce -5.4% 8,004 $1.9M
Foundations Investment Advisors, LLC 0.02% Reduce -5.9% 7,882 $1.9M
Elevation Point Wealth Partners, LLC 0.03% Add +13.5% 7,855 $1.9M
Commerce Bank 0.01% Reduce -1.9% 7,837 $1.9M
Ritholtz Wealth Management 0.03% Add +34.1% 7,834 $1.9M
AG2R La Mondiale Gestion D'actifs 0.07% Add +20.3% 7,806 $1.9M
Wilmington Savings Fund Society, FSB 0.04% Add +0.0% 7,804 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.4% 7,764 $1.8M
Donoghue Forlines LLC 0.48% Reduce -62.8% 7,726 $1.8M
Maryland State Retirement & Pension System 0.03% No change 7,681 $1.8M
Connecticut Wealth Management, LLC 0.07% No change 7,644 $1.8M
New Mexico Educational Retirement Board 0.05% Add +7.0% 7,626 $1.8M
Commerzbank Aktiengesellschaft 0.04% Reduce -3.3% 7,616 $1.8M
Great Lakes Advisors, LLC 0.01% New 7,553 $1.8M
Silvant Capital Management LLC 0.05% No change 7,548 $1.8M
Pinnacle Associates Ltd. 0.02% Reduce -0.2% 7,505 $1.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.5% 7,382 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -2.6% 7,500 $1.8M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.06% Reduce -24.9% 7,412 $1.8M
Allianz Asset Management GmbH 0.00% Reduce -9.0% 7,358 $1.8M
Old Port Advisors 0.34% Reduce -0.9% 7,295 $1.7M
Wolff Wiese Magana LLC 0.79% Add +10077.5% 7,226 $1.7M
Quadrant Capital Group LLC 0.05% Add +1.9% 7,219 $1.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Add +1.9% 7,183 $1.7M
Park Avenue Securities LLC 0.01% Reduce -29.2% 7,123 $1.7M
Boston Trust Walden Corp 0.01% No change 7,095 $1.7M
Means Investment Co., Inc. 0.13% Add +0.1% 7,061 $1.7M
Integrated Wealth Concepts LLC 0.01% Reduce -2.9% 7,035 $1.7M
Howe & Rusling Inc. 0.10% Add +95.3% 7,001 $1.7M
EP Wealth Advisors, LLC 0.01% Add +20.9% 6,925 $1.6M
Assetmark, Inc. 0.00% Add +1.1% 6,903 $1.6M
Advisory Services Network, LLC 0.02% Add +7.2% 6,847 $1.6M
Tower Research Capital LLC (TRC) 0.04% Add +39.2% 6,819 $1.6M
Eastern Bank 0.02% No change 6,809 $1.6M
Arlington Trust Co LLC 0.14% No change 6,758 $1.6M
Storebrand Asset Management As 0.00% No change 6,648 $1.6M
Valmark Advisers, Inc. 0.02% Reduce -0.4% 6,634 $1.6M
MAI Capital Management 0.01% Add +2.8% 6,568 $1.6M
Waldron Private Wealth LLC 0.05% No change 6,500 $1.5M
Vident Advisory, LLC 0.01% Reduce -38.1% 6,425 $1.5M
GAMMA Investing LLC 0.06% Add +7.1% 6,343 $1.5M
Alerus Financial NA 0.07% Add +35.1% 6,328 $1.5M
Essex Financial Services, Inc. 0.07% Add +3.6% 6,263 $1.5M
HB Wealth Management, LLC 0.01% Add +2.0% 6,209 $1.5M
Vise Technologies, Inc. 0.02% Add +17.4% 6,197 $1.5M
Delphi Management Inc. 1.44% Add +3.9% 6,179 $1.5M
Osmosis Investment Management UK Ltd 0.07% Reduce -48.3% 6,171 $1.5M
Farther Finance Advisors, LLC 0.01% Reduce -5.7% 6,170 $1.5M
Apollon Wealth Management, LLC 0.02% Add +10.6% 6,103 $1.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.0% 6,091 $1.4M
Principle Wealth Partners LLC 0.07% Reduce -0.6% 6,043 $1.4M
Angel Oak Capital Advisors, LLC 1.80% Reduce -18.9% 6,000 $1.4M
Metis Global Partners, LLC 0.03% Add +37.3% 5,969 $1.4M
Lido Advisors, LLC 0.01% Add +20.5% 7,736 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +37.6% 5,923 $1.4M
Ossiam 0.02% Add +1783.4% 5,914 $1.4M
Vestmark Advisory Solutions, Inc. 0.01% Add +0.7% 5,833 $1.4M
Croban 0.61% Add +1.5% 5,832 $1.4M
Atria Investments, Inc 0.01% Reduce -1.4% 5,743 $1.4M
MUFG Securities EMEA plc 0.01% Reduce -77.5% 5,732 $1.4M
Kintra Wealth, LLC 0.07% Add +21.1% 5,340 $1.4M
Plato Investment Management Ltd 0.08% Reduce -31.5% 5,703 $1.3M
WNY Asset Management, LLC 0.12% Add +10.1% 5,604 $1.3M
Curi Capital, LLC 0.02% Reduce -36.9% 5,595 $1.3M
First National Trust Co 0.05% Reduce -47.7% 5,592 $1.3M
Bluesphere Advisors LLC 0.41% No change 5,557 $1.3M
E. Ohman J:or Asset Management AB 0.03% No change 5,534 $1.3M
Staley Capital Advisers Inc. 0.05% No change 5,475 $1.3M
Moors & Cabot, Inc. 0.05% Reduce -8.5% 5,467 $1.3M
Empirical Finance, LLC 0.05% Add +3.2% 5,456 $1.3M
Parisi Gray Wealth Management 0.26% Reduce -1.4% 5,324 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 5,308 $1.3M
Beacon Investment Advisory Services, Inc. 0.05% Add +9.2% 5,287 $1.3M
Haverford Trust Co 0.01% Add +4.2% 5,264 $1.3M
Aptus Capital Advisors, LLC 0.01% Reduce -9.6% 5,263 $1.3M
Quantitative Investment Management, LLC 0.14% New 5,246 $1.2M
Ashton Thomas Private Wealth, LLC 0.03% Add +14.1% 5,177 $1.2M
L.K. Benson & Company, P.C. 0.37% Add +0.2% 5,177 $1.2M
Cora Capital Advisors LLC 0.34% Reduce -0.1% 5,136 $1.2M
Coldstream Capital Management Inc. 0.02% Add +5.0% 5,123 $1.2M
LVW Advisors, LLC 0.10% Add +52.8% 4,991 $1.2M
Integrated Quantitative Investments LLC 0.19% Reduce -31.6% 4,953 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -1.2% 4,917 $1.2M
Crestwood Advisors Group, LLC 0.02% Add +27.9% 4,865 $1.2M
Mufg Securities Americas Inc. 0.06% Add +6.1% 4,843 $1.2M
Schonfeld Strategic Advisors LLC 0.01% New 4,817 $1.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.01% No change 4,810 $1.1M
Commonwealth Retirement Investments LLC 0.31% Reduce -57.8% 4,808 $1.1M
XTX Topco Ltd 0.01% Reduce -78.5% 4,804 $1.1M
Siemens Fonds Invest GmbH 0.06% No change 4,735 $1.1M
Pure Financial Advisors, LLC 0.01% Reduce -0.7% 4,708 $1.1M
Procyon Advisors, LLC 0.05% Add +0.3% 4,698 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -3.3% 4,696 $1.1M
Inceptionr LLC 0.27% New 4,693 $1.1M
Jefferies Financial Group Inc. 0.01% Reduce -0.4% 4,690 $1.1M
JGP Wealth Management, LLC 0.10% Reduce -2.6% 4,686 $1.1M
AE Wealth Management LLC 0.01% Add +6.3% 4,637 $1.1M
RKL Wealth Management LLC 0.09% Reduce -0.4% 4,605 $1.1M
TrueWealth Advisors, LLC 0.24% Add +4.8% 4,566 $1.1M
Burns J W & Co. Inc. 0.11% No change 4,561 $1.1M
Catalyst Funds Management Pty Ltd 0.06% Add +56.2% 4,550 $1.1M
North Dakota State Investment Board 0.04% Add +1.6% 4,515 $1.1M
denkapparat Operations GmbH 0.35% Reduce -19.4% 4,508 $1.1M
Aviance Capital Partners, LLC 0.11% No change 4,505 $1.1M
Wedmont Private Capital 0.03% Add +1.0% 4,405 $1.1M
Mgo One Seven LLC 0.02% Reduce -2.8% 4,459 $1.1M
Sterling Capital Management LLC 0.02% Reduce -13.7% 4,416 $1.1M
Baird Financial Group, Inc. 0.00% Add +0.4% 4,312 $1.0M
Barometer Capital Management Inc. 0.28% New 4,300 $1.0M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -4.7% 4,283 $1.0M
Qtron Investments LLC 0.14% Reduce -6.8% 4,276 $1.0M
Vontobel Holding Ltd. 0.00% Reduce -0.4% 4,231 $1.0M
Denali Advisors LLC 0.10% No change 4,217 $1.0M
Sterling Investment Counsel, LLC 0.24% Add +0.1% 4,216 $1.0M
Glenview Trust Co 0.01% Reduce -0.1% 4,196 $999K
Taylor Securities Services, Inc. 0.40% No change 4,130 $983K
Private Advisor Group, LLC 0.00% Reduce -86.9% 4,126 $982K
Meeder Advisory Services, Inc. 0.04% Reduce -9.2% 4,117 $980K
Parallel Advisors, LLC 0.01% Add +6.8% 4,107 $978K
Northeast Investment Management 0.04% No change 4,091 $974K
Steward Partners Investment Advisory, LLC 0.01% Reduce -24.5% 4,090 $973K
Global Retirement Partners, LLC 0.01% — 4,075 $970K
Securian Asset Management, Inc. 0.03% Reduce -4.6% 3,891 $970K
Silver Grove Financial Group, Inc. 0.52% Add +0.9% 4,058 $966K
Syon Capital LLC 0.04% Add +26.1% 4,035 $960K
Ascent Group, LLC 0.03% Add +21.5% 4,030 $959K
Robeco Institutional Asset Management B.V. 0.00% Add +0.4% 4,022 $957K
Hanson & Doremus Investment Management 0.10% Reduce -8.9% 4,018 $956K
Smartleaf Asset Management LLC 0.03% No change 3,995 $956K
Ruffer LLP 0.03% No change 4,000 $951K
Invst, LLC 0.09% Add +0.8% 3,995 $951K
Carnegie Investment Counsel 0.02% Reduce -4.9% 3,980 $947K
Mount Lucas Management LP 0.34% Add +3.0% 3,979 $947K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -3.5% 3,978 $947K
Engineers Gate Manager LP 0.01% Reduce -87.3% 3,975 $946K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -1.2% 3,973 $946K
Emergent Wealth Advisors, LLC 0.48% Add +0.3% 3,879 $923K
Dopkins Wealth Management, LLC 0.33% Reduce -36.6% 3,851 $917K
CI Investments Inc. 0.00% New 3,833 $912K
Concurrent Investment Advisors, LLC 0.01% Reduce -51.7% 3,820 $909K
Bright Futures Wealth Management, LLC. 0.59% Reduce -28.5% 3,816 $908K
Choreo, LLC 0.01% Add +6.4% 3,799 $904K
Bangor Savings Bank 0.07% Reduce -2.6% 3,757 $894K
Oppenheimer & Co. Inc. 0.01% New 3,753 $893K
Atlantic Union Bankshares Corp 0.01% Reduce -18.3% 3,743 $891K
Crossmark Global Holdings, Inc. 0.01% Reduce -42.3% 3,723 $886K
Mountain Pacific Investment Advisers LLC 0.14% No change 3,687 $878K
Fidelis Capital Partners, LLC 0.05% Add +0.1% 3,681 $876K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -49.8% 3,675 $875K
Citizens & Northern Corp. 0.20% No change 3,642 $867K
Elyxium Wealth, LLC 0.09% New 3,627 $863K
FIL Ltd 0.00% Add +25.1% 3,594 $855K
Equitable Trust Co. 0.04% New 3,574 $851K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +0.8% 3,570 $850K
Chicago Partners Investment Group LLC 0.02% Add +46.7% 3,444 $847K
Thoroughbred Financial Services, LLC 0.04% Add +2.0% 3,536 $841K
Gotham Asset Management 0.00% Add +40.7% 3,524 $839K
J. Safra Sarasin Holding AG 0.01% Reduce -28.5% 3,875 $837K
Brookstone Capital Management 0.01% Add +3.7% 3,500 $833K
Meridian Wealth Management, LLC 0.03% Add +7.0% 3,498 $832K
Kintegral Advisory, LLC 0.07% No change 3,430 $816K
Mirabella Financial Services LLP 0.09% Reduce -17.3% 3,419 $814K
Vestcor Inc 0.02% No change 3,411 $812K
Hedeker Wealth, LLC 0.15% No change 3,379 $804K
Keybank National Association 0.00% Add +19.3% 3,377 $804K
Ascent Wealth Partners, LLC 0.08% Add +199.6% 3,353 $798K
Balyasny Asset Management L.P. 0.00% New 3,322 $791K
Great Valley Advisor Group, Inc. 0.01% Add +0.1% 3,288 $783K
Argent Trust Co 0.02% Reduce -2.9% 3,284 $782K
Farrell Financial LLC 0.42% Add +0.2% 3,231 $769K
Envestnet Portfolio Solutions, Inc. 0.00% Add +6.3% 3,192 $760K
Cutler Capital Management, LLC 0.24% Reduce -1.8% 3,179 $757K
Quadcap Wealth Management, LLC 0.07% Add +0.8% 3,173 $755K
Western Wealth Management, LLC 0.02% Reduce -3.1% 3,169 $754K
Bryant Woods Investment Advisors, LLC 0.21% Reduce -2.2% 3,159 $752K
Citizens Financial Group Inc. 0.01% Add +12.7% 3,159 $752K
Mutual Advisors, LLC 0.01% Reduce -2.2% 3,136 $746K
Philip James Wealth Mangement, LLC 0.09% Reduce -4.0% 3,130 $745K
HUB Investment Partners, LLC 0.01% Add +76.4% 3,127 $744K
Parsons Capital Management Inc. 0.03% Add +16.1% 3,117 $742K
Onyx Bridge Wealth Group LLC 0.07% Reduce -1.8% 3,083 $734K
Meitav Investment House Ltd. 0.00% Add +8.4% 3,081 $733K
Kathmere Capital Management, LLC 0.04% Add +39.0% 3,076 $732K
Mather Group, Llc. 0.01% Add +5.4% 3,072 $731K
Kera Capital Partners, Inc. 0.07% Add +72.3% 3,030 $721K
Beacon Pointe Advisors, LLC 0.00% Reduce -8.3% 3,004 $715K
EntryPoint Capital, LLC 0.17% No change 2,997 $713K
Summitry LLC 0.02% Reduce -1.4% 2,982 $710K
Van Eck Associates Corp. 0.00% Reduce -87.1% 2,944 $701K
Johnson Investment Counsel Inc. 0.01% Reduce -10.3% 2,935 $698K
City National Bank of Florida 0.29% Add +19.2% 2,915 $694K
DF Dent & Co. Inc. 0.01% Reduce -2.5% 2,910 $693K
Norway Savings Bank 0.29% Reduce -14.7% 2,886 $687K
Ibex Wealth Advisors 0.05% No change 2,871 $683K
Boothbay Fund Management, LLC 0.01% Reduce -7.5% 2,870 $683K
Legacy Financial Advisors, Inc. 0.08% Add +2.6% 2,866 $682K
Fulton Bank, N.A. 0.02% Reduce -0.8% 2,834 $675K
Lodestone Wealth Management LLC 0.24% Reduce -0.1% 2,826 $673K
JB Capital LLC 0.02% Add +0.7% 2,820 $671K
Ballentine Partners, LLC 0.01% Add +2.9% 2,809 $669K
StoneX Group Inc. 0.03% Add +4.8% 2,792 $662K
CFS Investment Advisory Services, LLC 0.04% Reduce -0.3% 2,753 $658K
Cibc World Market Inc. 0.00% Reduce -42.0% 2,735 $651K
Estabrook Capital Management 0.09% Reduce -0.7% 2,729 $650K
J2 Capital Management Inc 0.43% Reduce -2.9% 2,711 $645K
Independence Financial Advisors, LLC 0.17% Reduce -0.0% 2,709 $645K
OneDigital Investment Advisors LLC 0.01% Add +9.8% 2,709 $645K
Fiduciary Trust Co 0.01% Add +1.5% 2,704 $644K
1248 Management, LLC 0.25% No change 2,702 $643K
Baker Avenue Asset Management, LP 0.01% Add +76.8% 2,696 $642K
Frec Markets, Inc. 0.06% Add +39.9% 2,681 $638K
DRW Securities, LLC 0.04% Reduce -79.4% 2,679 $638K
Mission Wealth Management, LP 0.01% Add +25.5% 2,672 $636K
Montag A & Associates Inc. 0.03% No change 2,663 $634K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -49.0% 2,602 $619K
Exchange Traded Concepts, LLC 0.00% Add +19.4% 2,551 $607K
Joel Isaacson & Co., LLC 0.02% Add +0.1% 2,544 $606K
Carret Asset Management, LLC 0.05% No change 2,536 $604K
Independent Financial Group, LLC 0.01% Reduce -3.0% 2,536 $604K
Resonant Capital Advisors, LLC 0.03% Add +2.9% 2,522 $600K
Snowden Capital Advisors LLC 0.01% Reduce -3.7% 2,519 $600K
Marathon Mission, Inc. 0.30% Add +9.2% 2,513 $598K
Mystic Asset Management, Inc. 0.13% Reduce -0.7% 2,506 $596K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +4.2% 2,500 $595K
Flagship Harbor Advisors, LLC 0.02% Add +0.2% 2,498 $595K
GeoWealth Management, LLC 0.02% Add +24.9% 2,492 $593K
Salvus Wealth Management, LLC 0.33% Add +12.3% 2,480 $590K
Sagespring Wealth Partners, LLC 0.01% Add +10.5% 2,467 $587K
TCW Group Inc. 0.00% Reduce -3.0% 2,462 $586K
First Horizon Corp. 0.02% Add +7.1% 2,448 $583K
Occidental Asset Management, LLC 0.06% New 2,439 $581K
Summit Financial, LLC 0.01% Reduce -3.9% 2,438 $580K
Compound Planning, Inc. 0.02% Add +3.4% 2,420 $576K
Cannell & Spears LLC 0.01% Reduce -0.8% 2,418 $576K
VAUGHAN & Co SECURITIES, INC. 0.27% Reduce -4.0% 2,410 $574K
Signaturefd, LLC 0.01% Add +3.0% 2,408 $573K
PFG Investments, LLC 0.02% Add +0.3% 2,405 $572K
Integrity Alliance, Llc. 0.02% Add +6.8% 2,401 $572K
Whittier Trust Co. 0.01% Add +18.5% 2,380 $571K
Greenleaf Trust 0.01% Add +0.7% 2,390 $569K
Grant Private Wealth Management Inc 0.24% Add +52.4% 2,367 $563K
Westover Capital Advisors, LLC 0.09% No change 2,356 $561K
TritonPoint Partners, LLC 0.05% New 2,348 $559K
Everhart Financial Group, Inc. 0.04% Reduce -0.2% 2,335 $556K
Empirical Asset Management, LLC 0.13% Add +0.0% 2,332 $555K
Cornell Pochily Investment Advisors, Inc. 0.15% Add +1.0% 2,310 $550K
Premier Path Wealth Partners, LLC 0.06% Add +15.5% 2,306 $549K
King Wealth Management Group 0.06% No change 2,299 $547K
Certuity, LLC 0.03% Add +49.0% 2,297 $547K
Ellevest, Inc. 0.06% Add +12.8% 2,266 $539K
Independent Advisor Alliance 0.01% Add +1.9% 2,265 $539K
West Branch Capital LLC 0.13% Reduce -4.2% 2,263 $539K
Optimize Financial Inc. 0.19% Reduce -0.3% 2,256 $537K
Sound Capital Solutions LLC 0.13% — 2,256 $537K
SC&H Financial Advisors, Inc. 0.07% No change 2,242 $534K
Lewis Asset Management, LLC 0.19% Add +0.1% 2,238 $533K
Tritonpoint Wealth, LLC 0.05% Reduce -7.4% 2,237 $533K
Princeton Capital Management LLC 0.12% Add +29.7% 2,229 $530K
Sigma Planning Corp 0.01% Reduce -4.4% 2,220 $528K
Simplex Trading, LLC 0.01% Reduce -64.0% 2,213 $527K
Moneco Advisors, LLC 0.03% Add +5.7% 2,200 $524K
International Assets Investment Management, LLC 0.03% Reduce -1.6% 2,160 $523K
Modern Wealth Management, LLC 0.01% Reduce -56.5% 2,177 $518K
Nottingham Advisors, Inc. 0.06% No change 2,075 $518K
US Asset Management LLC 0.39% Add +0.6% 2,170 $516K
Columbia Bank 0.11% Add +1.7% 2,149 $511K
Independent Solutions Wealth Management, LLC 0.07% No change 2,135 $508K
Tema ETFs LLC 0.02% Add +7.3% 2,118 $504K
Arkadios Wealth Advisors 0.01% Reduce -24.3% 2,112 $503K
Confluence Wealth Services, Inc. 0.01% Add +59.7% 2,110 $502K
Ingalls & Snyder LLC 0.01% No change 2,103 $501K
IHT Wealth Management, LLC 0.01% Add +4.5% 2,099 $500K
Fifth Third Wealth Advisors LLC 0.01% Add +24.7% 2,091 $498K
Portfolio Design Labs, LLC 0.08% Add +0.1% 2,088 $497K
Magnolia Capital Management Ltd. 0.34% Reduce -85.1% 2,080 $495K
Breakwater Capital Group 0.06% Add +0.1% 2,061 $491K
Welch & Forbes LLC 0.01% Add +0.6% 2,058 $490K
Mayflower Financial Advisors, LLC 0.04% Reduce -0.1% 2,057 $490K
Impact Partnership Wealth, LLC 0.05% New 2,047 $487K
Prentice Wealth Management LLC 0.10% No change 2,045 $487K
Kingswood Wealth Advisors, LLC 0.02% Add +6.0% 2,031 $483K
Warner Group LLC 0.12% Add +100.0% 2,024 $482K
Argonautica Private Wealth Management, Inc. 0.12% No change 2,011 $479K
Charter Capital Management, LLC\DE 0.21% No change 2,000 $476K
Deltec Asset Management LLC 0.07% No change 2,000 $476K
Hennessy Advisors Inc. 0.02% New 2,000 $476K
Erste Asset Management GmbH 0.00% Add +0.0% 1,989 $476K
XML Financial, LLC 0.03% Add +0.5% 1,996 $475K
Plancorp, LLC 0.01% Reduce -20.3% 1,958 $475K
River Wealth Advisors LLC 0.05% Reduce -7.2% 1,979 $471K
Callan Family Office, LLC 0.01% Reduce -2.7% 1,975 $470K
Wellington Shields & Co., LLC 0.10% No change 1,966 $468K
Wedbush Securities Inc. 0.01% Reduce -11.7% 1,959 $466K
Farmers & Merchants Investments Inc. 0.01% No change 1,942 $462K
Excalibur Management Corp. 0.15% Add +1.6% 1,933 $460K
Traphagen Investment Advisors LLC 0.03% Add +0.2% 1,928 $459K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.3% 1,922 $457K
Tompkins Financial Corp. 0.03% Add +167.6% 1,916 $456K
Chicago Capital, LLC 0.01% No change 1,911 $455K
Clearstead Advisors, LLC 0.00% Add +71.6% 1,905 $453K
Waverly Advisors, LLC 0.00% Reduce -0.3% 1,897 $452K
Cornerstone Wealth Group, LLC 0.03% Add +5.8% 1,865 $444K
Washington Trust Advisors, Inc. 0.03% Reduce -2.9% 1,859 $442K
TD Waterhouse Canada Inc. 0.00% New 1,815 $439K
Heartwood Wealth Advisors LLC 0.03% Add +57.7% 1,845 $439K
Aaron Wealth Advisors LLC 0.02% Add +46.0% 1,839 $438K
Sage Investment Counsel LLC 0.44% No change 1,838 $437K
First Manhattan Co. Llc. 0.00% Add +7.4% 1,809 $431K
Baader Bank Aktiengesellschaft 0.04% Reduce -6.3% 1,807 $430K
Almitas Capital LLC 0.10% New 1,800 $428K
Burney Co./ 0.01% No change 1,800 $428K
WealthTrust Axiom LLC 0.10% No change 1,795 $427K
V-Square Quantitative Management LLC 0.04% Reduce -5.7% 1,784 $425K
Legacy Wealth Asset Management, LLC 0.09% Reduce -22.0% 1,781 $424K
Waterford Advisors, LLC 0.12% New 1,778 $423K
Fiducient Advisors LLC 0.06% No change 1,770 $421K
Mma Asset Management LLC 0.13% Add +0.1% 1,758 $418K
B. Riley Wealth Advisors, Inc. 0.02% Add +1.4% 1,725 $413K
Trust Asset Management LLC 0.03% Reduce -6.1% 1,732 $412K
Checchi Capital Advisers, LLC 0.03% Reduce -1.6% 1,724 $410K
Focus Partners Advisor Solutions, LLC 0.00% Add +37.3% 1,704 $406K
WealthCare Investment Partners, LLC 0.10% Add +1.4% 1,703 $405K
Novak & Powell Financial Services, Inc. 0.19% Add +0.4% 1,702 $405K
Kingsview Wealth Management, LLC 0.00% Reduce -13.2% 1,700 $405K
Jump Financial, LLC 0.00% Reduce -31.9% 1,695 $403K
Level Financial Advisors 0.09% Add +0.1% 1,693 $403K
Cary Street Partners Investment Advisory LLC 0.08% Add +4.3% 1,684 $401K
Midwest Trust Co 0.00% Reduce -0.6% 1,677 $399K
Profund Advisors LLC 0.01% Reduce -6.1% 1,676 $399K
AssuredPartners Investment Advisors, LLC 0.04% Add +1.0% 1,671 $398K
SevenBridge Financial Group, LLC 0.06% Reduce -2.7% 1,585 $397K
Diversified Trust Co. 0.01% Add +5.1% 1,667 $397K
Bar Harbor Wealth Management 0.02% Reduce -28.6% 1,665 $396K
CX Institutional 0.01% Add +3.4% 1,650 $393K
Empower Advisory Group, LLC 0.00% No change 1,649 $392K
Prosperity Consulting Group, LLC 0.01% Add +49.2% 1,643 $391K
Optas, LLC 0.05% Add +4.3% 1,638 $390K
Pinnacle Financial Partners, Inc. 0.00% New 1,634 $389K
Sandhill Capital Partners LLC 0.03% Reduce -10.2% 1,608 $383K
Ostrum Asset Management 0.02% No change 1,608 $383K
BLB&B Advisors, LLC 0.01% No change 1,602 $381K
BXM Wealth LLC 0.21% No change 1,600 $381K
Up Strategic Wealth Investment Advisors LLC 0.23% No change 1,511 $381K
Shufro Rose & Co. LLC 0.02% No change 1,585 $377K
D. E. Shaw & Co. 0.00% New 1,578 $376K
Stratos Wealth Partners, LTD. 0.00% Add +10.4% 1,548 $369K
Smithfield Trust Co 0.01% No change 1,558 $368K
Perigon Wealth Management, LLC 0.01% Add +17.1% 1,541 $367K
Note Advisors, LLC 0.16% Reduce -1.5% 1,539 $366K
Smallwood Wealth Investment Management, LLC 0.16% No change 1,523 $362K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -1.3% 1,515 $361K
First National Bank of Omaha 0.01% No change 1,510 $359K
Collective Family Office LLC 0.07% Reduce -6.2% 1,502 $357K
D.A. Davidson & Co. 0.00% Reduce -6.5% 1,494 $356K
Old National Bancorp 0.01% Reduce -5.5% 1,487 $354K
Quotient Wealth Partners, LLC 0.01% Reduce -0.9% 1,483 $353K
Armstrong, Fleming & Moore, Inc 0.12% No change 1,481 $353K
Eagle Bay Advisors LLC 0.26% Reduce -0.3% 1,480 $352K
Redwood Financial Network Corp 0.19% Reduce -1.0% 1,477 $351K
DAVENPORT & Co LLC 0.00% No change 1,476 $351K
SCS Capital Management LLC 0.00% Add +1.2% 1,474 $351K
Alpine Woods Capital Investors, LLC 0.08% No change 1,465 $349K
Heritage Wealth Advisors 0.01% New 1,460 $347K
Financial Management Network Inc. 0.05% Reduce -18.6% 1,393 $347K
Advisors Asset Management, Inc. 0.01% Reduce -71.9% 1,454 $346K
Aureum Wealth Management, LLC 0.21% No change 1,440 $343K
Resurgent Financial Advisors LLC 0.10% Reduce -16.8% 1,437 $342K
Leuthold Group, LLC 0.03% No change 1,437 $342K
Burns Matteson Capital Management, LLC 0.11% No change 1,425 $339K
Daner Wealth Management, LLC 0.18% Add +0.7% 1,339 $339K
GC Wealth Management RIA, LLC 0.02% Reduce -20.3% 1,423 $339K
Dakota Wealth Management 0.01% Add +1.2% 1,419 $338K
Cooper/Haims Advisors, LLC 0.14% No change 1,403 $334K
Armstrong Advisory Group, Inc. 0.02% Reduce -1.6% 1,395 $332K
Fortitude Advisory Group L.L.C. 0.13% Reduce -4.9% 1,392 $331K
Inscription Capital, LLC 0.03% Add +17.2% 1,384 $329K
Marble Wealth, LLC 0.05% Add +0.6% 1,381 $329K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 1,380 $328K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% No change 1,366 $325K
SmartHarvest Portfolios, LLC 0.10% Add +0.7% 1,353 $322K
Cigna Investments Inc. 0.04% Reduce -7.7% 1,350 $322K
Investment House LLC 0.01% No change 1,350 $321K
Sageworth Trust Co 0.01% No change 1,350 $321K
Silverlake Wealth Management LLC 0.06% Reduce -1.6% 1,347 $320K
Simplicity Wealth,LLC 0.01% New 1,345 $320K
Valeo Financial Advisors, LLC 0.01% Add +0.8% 1,333 $317K
Pitcairn Wealth Advisors LLC 0.03% New 1,320 $314K
EverSource Wealth Advisors, LLC 0.01% Reduce -20.4% 1,319 $314K
Carnegie Lake Advisors LLC 0.12% No change 1,313 $313K
Diversified Enterprises, LLC 0.01% Add +2.1% 1,301 $310K
Vinva Investment Management Ltd 0.00% New 1,293 $309K
71 West Capital Partners 0.01% Add +24.1% 1,292 $308K
Manning & Napier Advisors LLC 0.00% Add +168.2% 1,282 $307K
Regent Peak Wealth Advisors LLC 0.06% Add +3.0% 1,283 $305K
Alliance Wealth Advisors, LLC 0.12% No change 1,281 $305K
Wayfinding Financial, LLC 0.11% Add +1.7% 1,270 $302K
Fieldview Capital Management, LLC 0.09% New 1,268 $302K
Spirepoint Private Client, LLC 0.02% Reduce -0.5% 1,264 $301K
Ameritas Investment Partners, Inc. 0.01% Reduce -8.7% 1,256 $299K
Chapman Financial Group, LLC 0.20% No change 1,250 $298K
Alps Advisors Inc. 0.00% New 1,248 $297K
Alchemi Wealth, LLC 0.14% Reduce -0.7% 1,246 $297K
Granite Islands Private Wealth, LLC 0.22% New 1,239 $295K
Donaldson Capital Management, LLC 0.01% New 1,236 $294K
Blue Trust, Inc. 0.00% Reduce -25.8% 1,234 $294K
First Citizens Financial Corp 0.12% Add +15.6% 1,233 $293K
HBW Advisory Services LLC 0.03% Add +0.9% 1,230 $293K
Davis Investment Partners, LLC 0.09% Add +8.7% 1,228 $292K
Magnus Financial Group LLC 0.02% New 1,226 $292K
MV Capital Management, Inc. 0.03% Add +19.2% 1,223 $291K
Westwood Holdings Group Inc. 0.00% New 1,222 $291K
Community Bank, N.A. 0.03% No change 1,222 $291K
Sagewood Asset Management LP 0.07% Reduce -13.5% 1,221 $291K
Frederick Financial Consultants, LLC 0.12% Add +0.4% 1,219 $290K
Successful Portfolios LLC 0.13% Reduce -0.1% 1,204 $289K
Ferguson Wellman Capital Management, Inc. 0.00% No change 1,208 $288K
Gateway Investment Advisers LLC 0.00% Reduce -34.9% 1,203 $286K
Members Trust Co 0.01% No change 1,201 $286K
apricus wealth, LLC 0.14% No change 1,200 $286K
Prime Capital Investment Advisors, LLC 0.00% Reduce -2.6% 1,199 $285K
Cidel Asset Management Inc. 0.01% Add +5.4% 1,196 $285K
Prospera Financial Services Inc 0.00% Reduce -10.8% 1,187 $283K
Brighton Jones LLC 0.01% Reduce -10.1% 1,181 $281K
Larry Mathis Financial Planning, LLC 0.21% No change 1,180 $281K
Hudson Portfolio Management LLC 0.21% No change 1,176 $280K
Bradyco, Inc. 0.32% No change 1,175 $280K
Applied Capital LLC 0.19% No change 1,175 $280K
Group One Trading LLC 0.01% Add +1706.2% 1,174 $279K
Woodmont Investment Counsel LLC 0.02% No change 1,173 $279K
YHB Investment Advisors, Inc. 0.02% Add +4.5% 1,172 $279K
Cornerstone Advisors Asset Management, LLC 0.04% No change 1,169 $278K
HM Payson & Co. 0.00% Reduce -0.1% 1,167 $278K
Aristotle Capital Management, LLC 0.00% New 1,164 $277K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,155 $275K
Equitable Holdings, Inc. 0.00% Reduce -5.8% 1,138 $271K
Sawgrass Asset Management LLC 0.04% Reduce -22.8% 1,137 $271K
Permanent Capital Management, LP 0.04% New 1,136 $270K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +13.8% 1,119 $266K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.2% 1,119 $266K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -1.9% 1,115 $265K
Kepler Cheuvreux (Suisse) SA 0.02% New 1,115 $265K
J.W. Cole Advisors, Inc. 0.00% Reduce -7.3% 1,112 $265K
Apella Capital, LLC 0.00% Add +2.7% 1,101 $264K
Connors Investor Services Inc. 0.02% No change 1,104 $263K
Enhancing Capital LLC 0.18% No change 1,100 $262K
World Investment Advisors 0.00% Reduce -26.5% 1,246 $260K
JFS Wealth Advisors, LLC 0.01% Reduce -2.5% 1,093 $260K
Everstar Asset Management, LLC 0.13% New 5,300 $260K
WBH Advisory Inc. 0.02% Reduce -2.1% 1,091 $260K
Strait & Sound Wealth Management LLC 0.09% No change 1,090 $259K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,090 $259K
Catalyst Financial Partners LLC 0.03% Add +4.7% 1,088 $259K
Symmetry Partners, LLC 0.01% New 1,087 $259K
Emerald Advisors, LLC 0.03% Reduce -9.2% 1,087 $259K
Capital Investment Management, Inc. 0.08% Reduce -0.2% 1,085 $258K
55 North Private Wealth, LLC 0.05% New 1,082 $258K
Beacon Financial Group 0.02% Reduce -11.9% 1,070 $255K
Flagship Wealth Advisors, LLC 0.06% New 1,069 $254K
Hantz Financial Services, Inc. 0.00% Add +29.7% 1,061 $253K
Pinebridge Investments LLC 0.00% Reduce -69.4% 1,059 $252K
Peapack Gladstone Financial Corp. 0.00% New 1,055 $251K
Neville Rodie & Shaw Inc. 0.02% No change 1,052 $250K
Turtle Creek Wealth Advisors, LLC 0.01% New 1,050 $250K
Wilkins Investment Counsel Inc. 0.03% No change 1,050 $250K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% No change 1,050 $250K
Capital Management Associates, Inc 0.05% No change 1,019 $243K
Principal Securities, Inc. 0.00% New 1,018 $242K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,008 $240K
SHP Wealth Management 0.02% Add +9.1% 1,007 $240K
NorthCrest Asset Manangement, LLC 0.01% New 1,005 $239K
Eagle Rock Investment Company, LLC 0.03% No change 1,002 $238K
Garrison Point Advisors, LLC 0.10% No change 1,000 $238K
DV Trading LLC 0.02% Reduce -23.1% 1,000 $238K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% No change 1,000 $238K
Douglass Winthrop Advisors, LLC 0.00% Reduce -42.9% 1,000 $238K
Teacher Retirement System of Texas 0.00% Reduce -56.5% 1,000 $238K
Versant Capital Management, Inc 0.02% Add +12.5% 989 $235K
Sovereign Investment Advisors, LLC 0.04% No change 982 $234K
Soltis Investment Advisors LLC 0.01% New 977 $232K
Abbot Financial Management, Inc. 0.09% No change 975 $232K
Belpointe Asset Management LLC 0.01% New 970 $231K
Winthrop Partners - WNY, LLC 0.11% New 963 $229K
Hager Investment Management Services, LLC 0.11% Reduce -7.0% 962 $229K
Precedent Wealth Partners, LLC 0.04% New 962 $229K
Moneta Group Investment Advisors LLC 0.00% New 958 $228K
Douglas Lane & Associates, LLC 0.00% New 944 $225K
Stephens Inc. 0.00% New 944 $225K
Canandaigua National Bank & Trust Co. 0.02% — 941 $224K
Supplemental Annuity Collective Trust of NJ 0.06% Reduce -9.8% 939 $223K
Smith, Moore & Co. 0.01% New 938 $223K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -51.5% 929 $223K
Dynamic Financial Group 0.17% New 933 $222K
Seneca House Advisors 0.08% New 930 $221K
Capital Investment Advisors, LLC 0.00% New 929 $221K
Pallas Capital Advisors LLC 0.01% New 912 $217K
Redwood Investment Management, LLC 0.02% New 911 $217K
CJM Wealth Advisers, Ltd. 0.06% New 908 $216K
PDS Planning, Inc 0.01% Add +0.7% 907 $216K
Groupama Asset Managment 0.00% New 901 $216K
Plotkin Financial Advisors, LLC 0.09% New 905 $215K
Hyperion Capital Advisors LP 0.10% New 900 $214K
Central Pacific Bank - Trust Division 0.02% No change 900 $214K
Financial Consulate, Inc. 0.02% Add +0.3% 895 $213K
Edgestream Partners, L.P. 0.01% New 894 $213K
Alan B Lancz & Associates, Inc. 0.18% New 892 $212K
Moody National Bank Trust Division 0.02% New 892 $212K
Focused Wealth Management, Inc 0.02% Reduce -12.6% 885 $211K
Frank, Rimerman Advisors LLC 0.01% New 871 $207K
Latitude Advisors, LLC 0.08% New 870 $207K
Savvy Advisors, Inc. 0.00% New 868 $207K
Penserra Capital Management LLC 0.00% Reduce -1.6% 873 $206K
Summit Securities Group LLC 0.04% Add +172.6% 856 $204K
McAdam, LLC 0.01% New 853 $203K
Westpac Banking Corp. 0.01% Reduce -41.3% 846 $201K
L2 Asset Management, LLC 0.02% New 846 $201K
Blom & Howell Financial Planning, Inc. 0.17% New 841 $200K
Princeton Global Asset Management LLC 0.03% No change 787 $187K
UMB Bank, n.a. 0.00% Add +8.4% 772 $184K
Oslo Pensjonsforsikring AS 0.02% No change 765 $182K
Quarry LP 0.03% Add +1.2% 764 $182K
Powell Investment Advisors, LLC 0.06% No change 747 $178K
Larson Financial Group LLC 0.00% Add +153.9% 721 $172K
Swiss Re Ltd. 0.02% New 700 $167K
Basecamp Wealth Advisors LLC 0.03% Reduce -0.7% 699 $166K
SBI Securities Co., Ltd. 0.00% Reduce -3.1% 686 $163K
POM Investment Strategies, LLC 0.18% No change 673 $160K
Parkside Financial Bank & Trust 0.01% Reduce -0.5% 638 $152K
Ni Acquisitions Company, LLC 0.06% — 621 $148K
AlphaCentric Advisors LLC 0.12% Add +5.5% 609 $145K
NBT Bank, N.A. 0.01% Reduce -10.0% 600 $143K
Harbour Investments, Inc. 0.00% Add +215.3% 596 $142K
Geneos Wealth Management Inc. 0.00% No change 582 $139K
AdvisorNet Financial, Inc 0.01% Add +51.3% 578 $138K
Spire Wealth Management 0.00% Add +168.9% 570 $136K
Roxbury Financial LLC 0.11% Add +0.3% 569 $135K
Ogorek Anthony Joseph /NY/ 0.03% No change 564 $134K
Cary Street Partners Financial LLC 0.00% Reduce -2.1% 520 $124K
Community Financial Services Group, LLC 0.02% Reduce -69.2% 500 $121K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 506 $120K
Pension & Wealth Management Advisors, Inc. 0.03% Add +65.3% 501 $119K
Mechanics Financial Corp 0.04% No change 500 $119K
Monetary Management Group Inc. 0.02% No change 500 $119K
Cromwell Holdings LLC 0.05% Add +4.9% 494 $118K
Deseret Mutual Benefit Administrators 0.04% Reduce -5.9% 492 $117K
Kentucky Trust Co 0.06% No change 490 $117K
CoreCap Advisors, LLC 0.00% Add +2310.0% 482 $115K
Bank & Trust Co 0.07% No change 462 $110K
Quent Capital, LLC 0.01% Add +5.1% 454 $108K
BankPlus Trust Department 0.03% No change 451 $107K
Mark Sheptoff Financial Planning, LLC 0.05% No change 426 $101K
Cassaday & Co Wealth Management LLC 0.00% Add +17.4% 426 $101K
Grove Bank & Trust 0.01% No change 420 $100K
Marshall & Sterling Wealth Advisors Inc. 0.06% Reduce -12.7% 420 $100K
Golden State Wealth Management, LLC 0.01% Reduce -1.6% 416 $99K
Hazlett, Burt & Watson, Inc. 0.03% No change 417 $98K
CVA Family Office, LLC 0.01% Add +4.9% 404 $96K
1620 Investment Advisors, Inc. 0.06% No change 400 $95K
CYBER HORNET ETFs LLC 0.05% Reduce -5.4% 400 $95K
Addison Advisors LLC 0.04% Reduce -79.7% 379 $90K
Ameritas Advisory Services, LLC 0.00% New 362 $86K
Walleye Capital LLC 0.00% New 352 $84K
Cullen/Frost Bankers, Inc. 0.00% No change 350 $83K
SOA Wealth Advisors, LLC. 0.01% Reduce -0.6% 346 $82K
Salomon & Ludwin, LLC 0.01% Reduce -1.5% 327 $79K
Harbor Investment Advisory, LLC 0.01% No change 320 $76K
TD Private Client Wealth LLC 0.00% Add +8.9% 318 $76K
First Command Advisory Services, Inc. 0.00% Add +73.3% 305 $73K
Owl Creek Wealth Partners LLC 0.02% Add +46.8% 301 $72K
WPG Advisers, LLC 0.04% Add +2.1% 293 $70K
Institute for Wealth Management, LLC. 0.01% New 282 $67K
Stone House Investment Management, LLC 0.01% No change 282 $67K
Midway Capital Research & Management 0.05% No change 275 $65K
Private Trust Co. NA 0.01% Reduce -54.0% 267 $64K
Lanark Financial, Inc. 0.00% Add +0.4% 265 $63K
Zions Bancorporation, National Association 0.00% Reduce -35.1% 262 $62K
Mascoma Wealth Management LLC 0.01% Add +0.8% 253 $60K
Towne Trust Company, N.A 0.02% No change 250 $60K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +2.6% 236 $56K
Medallion Wealth Advisors, LLC 0.02% Reduce -78.8% 220 $52K
Clearstead Trust, LLC 0.01% No change 219 $52K
NBH Bank 0.02% — 215 $51K
FNY Investment Advisers, LLC 0.02% New 218 $51K
Quaker Wealth Management, LLC 0.01% Add +3316.7% 205 $49K
Key Capital Management, INC 0.02% Reduce -36.8% 203 $48K
Measured Wealth Private Client Group, LLC 0.01% No change 203 $48K
Crewe Advisors LLC 0.00% Add +1575.0% 201 $48K
Banque Transatlantique SA 0.00% No change 200 $48K
SRH Advisors, LLC 0.01% No change 200 $48K
Physician Wealth Advisors, Inc. 0.01% Add +5.7% 186 $44K
Westside Investment Management, Inc. 0.01% Reduce -8.0% 183 $44K
TIAA Wealth Investment Management LLC 0.00% Reduce -5.7% 182 $43K
Blue Bell Private Wealth Management, LLC 0.01% No change 182 $43K
Concord Wealth Partners 0.00% New 182 $43K
HHM Wealth Advisors, LLC 0.00% No change 180 $43K
Oakworth Capital, Inc. 0.00% No change 168 $41K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 170 $40K
Triumph Capital Management 0.01% No change 170 $40K
TFC Financial Management, Inc. 0.00% No change 160 $38K
Evermay Wealth Management LLC 0.00% No change 147 $35K
Frazier Financial Advisors, LLC 0.02% Reduce -1.4% 140 $33K
Citizens National Bank Trust Department 0.00% No change 140 $33K
Bogart Wealth, LLC 0.00% Add +15.8% 139 $33K
Ameriflex Group, Inc. 0.01% Add +48.4% 138 $33K
Key Financial Inc 0.01% No change 136 $32K
NORTHSTAR ASSET MANAGEMENT Co 0.01% New 126 $31K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 132 $31K
Keating Financial Advisory Services, Inc. 0.00% Add +28.2% 132 $31K
Millstone Evans Group, LLC 0.02% Add +4.8% 131 $31K
Motco 0.00% Add +2.3% 131 $31K
JPL Wealth Management, LLC 0.01% Add +0.8% 129 $31K
VSM Wealth Advisory, LLC 0.01% No change 129 $31K
Ancora Advisors LLC 0.00% Reduce -45.4% 125 $30K
Covestor Ltd 0.02% Reduce -0.8% 121 $29K
Cornerstone Planning Group LLC 0.00% Add +4.6% 114 $28K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -41.8% 114 $27K
GW&K Investment Management, LLC 0.00% Add +37.4% 114 $27K
Fortitude Family Office, LLC 0.01% Add +25.6% 113 $27K
Elevation Wealth Partners, LLC 0.01% New 109 $26K
Transamerica Financial Advisors, LLC 0.00% Add +15.1% 107 $26K
Synergy Investment Management, LLC 0.01% Add +36.8% 104 $25K
First Bancorp, Inc 0.01% New 104 $25K
True Wealth Design, LLC 0.01% Add +110.4% 101 $24K
Tripletail Wealth Management, LLC 0.03% No change 100 $24K
CDKV Holdings LLC 0.02% No change 100 $24K
WHI TRUST Co LLC 0.02% No change 100 $24K
Guardian Partners Inc. 0.00% New 100 $24K
Rothschild Investment LLC 0.00% Add +13.6% 100 $24K
Wilkerson Advisory Group LLC 0.01% Add +20.7% 99 $24K
Rialto Wealth Management, LLC 0.00% Add +3.3% 95 $23K
Piscataqua Savings Bank 0.01% No change 91 $22K
Godfrey Financial Associates, Inc. 0.02% No change 90 $21K
Meramec Financial Planners, LLC 0.01% No change 81 $20K
Bruce G. Allen Investments, LLC 0.01% No change 77 $18K
Compass Financial Management LLC 0.00% — 72 $17K
Capital Advisors, Ltd. LLC 0.00% No change 70 $17K
TD Capital Management LLC 0.00% No change 71 $17K
Fiduciary Financial Advisors 0.00% New 75 $17K
Bayforest Capital Ltd 0.02% Reduce -61.7% 69 $16K
SJS Investment Consulting Inc. 0.00% Add +56.8% 69 $16K
Avion Wealth 0.00% Add +23.2% 69 $16K
MPWM Advisory Solutions, LLC 0.01% No change 65 $16K
Caldwell Trust Co 0.00% No change 65 $15K
Picton Mahoney Asset Management 0.00% New 65 $15K
DiNuzzo Private Wealth, Inc. 0.00% Add +1.6% 65 $15K
Prestige Wealth Management Group LLC 0.00% No change 63 $15K
Manchester Capital Management LLC 0.00% Reduce -1.6% 61 $15K
McDonald Partners LLC 0.00% New 60 $14K
Delta Asset Management LLC 0.00% No change 60 $14K
Webster Bank, N. A. 0.00% Reduce -39.2% 59 $14K
Bell Investment Advisors, Inc 0.00% Add +3.6% 58 $14K
Kelleher Financial Advisors 0.00% New 57 $14K
Sachetta, LLC 0.01% Add +43.6% 56 $13K
Robbins Farley 0.01% New 56 $13K
Brown, Lisle/Cummings, Inc. 0.00% Add +75.0% 56 $13K
Kingdom Financial Group LLC. 0.00% Add +7.7% 56 $13K
Private Wealth Management Group, LLC 0.00% No change 55 $13K
DT Investment Partners, LLC 0.00% No change 55 $13K
Asset Dedication, LLC 0.00% Reduce -60.6% 54 $13K
PFS Partners, LLC 0.01% No change 53 $13K
USA Financial Formulas 0.00% — 53 $13K
Kemnay Advisory Services Inc. 0.00% Reduce -8.6% 53 $13K
Tsfg, LLC 0.00% No change 51 $12K
Murphy & Mullick Capital Management Corp 0.01% No change 50 $12K
Caldwell Sutter Capital, Inc. 0.00% No change 50 $12K
Glass Jacobson Investment Advisors llc 0.00% No change 50 $12K
First Pacific Financial 0.00% Reduce -51.9% 50 $12K
MCF Advisors LLC 0.00% No change 50 $12K
Osbon Capital Management LLC 0.01% No change 50 $12K
Hughes Financial Services, LLC 0.00% Add +16.7% 49 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -9.4% 48 $12K
Rossby Financial, LCC 0.00% Reduce -93.0% 48 $11K
McGuire Capital Advisors Inc. 0.01% No change 48 $11K
Cape Investment Advisory, Inc. 0.00% New 48 $11K
Prosperity Bancshares Inc 0.01% Add +104.3% 47 $11K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 46 $11K
Highline Wealth Partners LLC 0.00% Add +22.2% 44 $11K
Coston, McIsaac & Partners 0.00% No change 44 $10K
S&T Bank 0.00% Add +40.0% 42 $10K
Rosenberg Matthew Hamilton 0.00% No change 42 $10K
LGT Financial Advisors LLC 0.05% No change 41 $10K
Torren Management, LLC 0.00% No change 38 $9K
Alphadyne Asset Management LP 0.00% Reduce -89.0% 38 $9K
Financial Management Professionals, Inc. 0.00% No change 37 $9K
Continuum Advisory, LLC 0.00% New 36 $9K
Lloyd Advisory Services, LLC. 0.00% Reduce -32.7% 35 $8K
Centennial Bank 0.00% No change 35 $8K
Vanguard National Trust Co 0.00% New 33 $8K
Quest 10 Wealth Builders, Inc. 0.01% No change 30 $7K
IMG Wealth Management, Inc. 0.00% No change 29 $7K
Joseph Group Capital Management 0.00% No change 29 $7K
Dogwood Wealth Management LLC 0.00% Reduce -3.5% 28 $7K
Bay Harbor Wealth Management, LLC 0.00% Add +27.3% 28 $7K
Cedar Mountain Advisors, LLC 0.00% No change 28 $7K
Costello Asset Management, INC 0.00% No change 26 $6K
Buck Wealth Strategies, LLC 0.00% New 25 $6K
GHP Investment Advisors, Inc. 0.00% No change 24 $6K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% Add +4.3% 24 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 23 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 22 $5K
Raffa Wealth Management, LLC 0.00% Add +5.0% 21 $5K
Colonial Trust Co / SC 0.00% Reduce -12.5% 21 $5K
J.Safra Asset Management Corp 0.00% Reduce -47.5% 21 $5K
EFG International AG 0.00% No change 21 $5K
Marquette Asset Management, LLC 0.00% No change 20 $5K
Ares Financial Consulting, LLC 0.00% Add +400.0% 20 $5K
Cornerstone Financial Management LLC 0.00% No change 19 $5K
West Paces Advisors Inc. 0.00% New 19 $5K
Westfuller Advisors, LLC 0.00% Reduce -10.5% 17 $4K
Sunrise Financial Services, LLC 0.00% Reduce -46.9% 17 $4K
Abound Wealth Management 0.00% Reduce -61.9% 16 $4K
Dunhill Financial, LLC 0.00% Reduce -5.9% 16 $4K
Essential Partners LLC 0.00% No change 16 $4K
Creative Capital Management Investments LLC 0.00% New 16 $4K
New England Capital Financial Advisors LLC 0.00% No change 14 $3K
JNBA Financial Advisors 0.00% No change 14 $3K
BOK Financial Private Wealth, Inc. 0.00% Reduce -84.6% 14 $3K
Strive Financial Group ,LLC 0.00% No change 14 $3K
Mosley Wealth Management 0.00% New 14 $3K
Valley Wealth Managers, Inc. 0.00% No change 14 $3K
Kilter Group LLC 0.00% Add +44.4% 13 $3K
CENTRAL TRUST Co 0.00% No change 13 $3K
Whipplewood Advisors, LLC 0.00% Reduce -51.9% 13 $3K
Marshall Investment Management, LLC 0.00% No change 13 $3K
Valued Wealth Advisors LLC 0.00% Add +9.1% 12 $3K
High Note Wealth, LLC 0.00% Reduce -14.3% 12 $3K
Banque Cantonale Vaudoise 0.00% Add +114.3% 11,471 $3K
Harborfront Financial Group LLC 0.01% — 11 $3K
1015 Capital Partners, LLC 0.00% Add +10.0% 11 $3K
Hilton Head Capital Partners, LLC 0.00% No change 11 $3K
Elevated Capital Advisors, LLC 0.00% No change 11 $3K
Activest Wealth Management 0.00% Reduce -35.3% 11 $3K
HFM Investment Advisors, LLC 0.00% Add +100.0% 10 $2K
Bartlett & Co. Wealth Management LLC 0.00% New 10 $2K
Montgomery Financial Services LLC 0.00% — 9 $2K
Principia Wealth Advisory, LLC 0.00% Add +12.5% 9 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 8 $2K
American Capital Advisory, LLC 0.00% Add +40.0% 7 $2K
Paladin Partners, LLC 0.00% No change 7 $2K
Burk Holdings LLC 0.00% No change 7 $2K
Nemes Rush Group LLC 0.00% No change 7 $2K
Valley National Advisers Inc. 0.00% Add +20.0% 6 $2K
Signature Equity Partners, LLC 0.00% No change 6 $2K
DecisionPoint Financial, LLC 0.00% Add +50.0% 6 $1K
Downshift Financial, LLC 0.00% New 6 $1K
Nvwm, LLC 0.00% No change 6 $1K
North Star Investment Management Corp. 0.00% No change 6 $1K
Provenance Wealth Advisors, LLC 0.00% New 6 $1K
Decker Retirement Planning Inc. 0.00% New 6 $1K
Inspire Investing, LLC 0.00% Reduce -50.0% 5 $1K
Spectrum Wealth Advisory Group, LLC 0.00% New 5 $1K
LifeSteps Financial, Inc. 0.00% New 5 $1K
City State Bank 0.00% No change 5 $1K
Atlas Capital Advisors Inc. 0.00% No change 5 $1K
WestEnd Advisors, LLC 0.00% No change 5 $1K
Caitlin John, LLC 0.00% No change 5 $1K
Pin Oak Investment Advisors Inc. 0.00% New 5 $1K
CKW Financial Group 0.00% New 6 $1K
Retirement Wealth Solutions LLC 0.00% No change 4 $953
Evolution Wealth Management Inc. 0.00% No change 4 $952
Networth Advisors, LLC 0.00% Reduce -20.0% 4 $952
Phillip James Consulting Co. 0.00% No change 4 $952
N.E.W. Advisory Services LLC 0.00% New 4 $952
Strengthening Families & Communities, LLC 0.00% New 3 $714
Cordant, Inc. 0.00% New 2 $493
Seneschal Advisors, LLC 0.00% No change 2 $477
Nvest Wealth Strategies, Inc. 0.00% New 2 $477
Clark Wealth Partners 0.00% No change 2 $477
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $477
Trifecta Capital Advisors, LLC 0.00% New 2 $477
Davis Capital Management 0.00% New 2 $476
Planning Strategies Inc. 0.00% — 2 $476
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 2 $476
Tidemark, LLC 0.00% No change 2 $476
IMA Advisory Services, Inc. 0.00% Reduce -33.3% 2 $476
Parallax Volatility Advisers, L.P. 0.00% No change 2 $476
Halbert Hargrove Global Advisors, LLC 0.00% New 2 $450
NorthAvenue LLC 0.00% No change 1 $239
3 Factor Indexing, LLC 0.00% No change 1 $239
Maryland Capital Advisors Inc. 0.00% — 1 $239
Aspect Partners, LLC 0.00% Reduce -90.0% 1 $238
MidFirst Bank 0.00% Reduce -98.3% 1 $238
Tounjian Advisory Partners, LLC 0.00% New 1 $143
Y.D. More Investments Ltd 0.00% Reduce -3.1% 94 $75
Evolution Advisers, Inc. 0.00% New 1 $0
Navigoe, LLC 0.00% New 4 $0

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