13F QoQ Ownership Changes
NBTB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 49 new · 87 added · 142 reduced · 29 exited
New Positions(49)
Added To(87)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Nuveen, LLC | 286,107 | +180,528 | $11.9M | +$7.5M | 171.0% |
| BlackRock, Inc. | 7,402,233 | +152,297 | $307.3M | +$4.6M | 2.1% |
| CITADEL ADVISORS LLC | 111,667 | +86,051 | $4.6M | +$3.6M | 335.9% |
| MORGAN STANLEY | 535,913 | +77,742 | $22.3M | +$3.1M | 17.0% |
| Qube Research & Technologies Ltd | 244,776 | +69,508 | $10.2M | +$2.8M | 39.6% |
| GOLDMAN SACHS GROUP INC | 242,585 | +69,255 | $10.1M | +$2.8M | 40.0% |
| Y-Intercept (Hong Kong) Ltd | 70,616 | +55,701 | $2.9M | +$2.3M | 373.4% |
| UBS Group AG | 172,228 | +53,564 | $7.2M | +$2.2M | 45.1% |
| BARCLAYS PLC | 112,141 | +37,237 | $4.7M | +$1.5M | 49.7% |
| AQR CAPITAL MANAGEMENT LLC | 58,669 | +28,705 | $2.4M | +$1.2M | 95.8% |
| Squarepoint Ops LLC | 57,495 | +20,490 | $2.4M | +$841.9K | 55.4% |
| Campbell & CO Investment Adviser LLC | 33,851 | +18,742 | $1.4M | +$774.5K | 124.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 107,986 | +12,925 | $4.6M | +$704.2K | 13.6% |
| SEI INVESTMENTS CO | 22,307 | +15,451 | $926.2K | +$640.0K | 225.4% |
| WELLS FARGO & COMPANY/MN | 132,452 | +15,863 | $5.5M | +$630.7K | 13.6% |
| TWO SIGMA INVESTMENTS, LP | 55,838 | +14,349 | $2.3M | +$585.8K | 34.6% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 23,924 | +11,161 | $993.3K | +$460.3K | 87.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,606 | +10,631 | $1.4M | +$435.9K | 46.3% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 130,437 | +9,921 | $5.4M | +$383.0K | 8.2% |
| VICTORY CAPITAL MANAGEMENT INC | 663,092 | +12,967 | $27.5M | +$382.4K | 2.0% |
| Ceredex Value Advisors LLC | 338,250 | +10,550 | $14.0M | +$359.4K | 3.2% |
| STATE STREET CORP | 2,432,727 | +21,447 | $101.0M | +$311.8K | 0.9% |
| FMR LLC | 45,924 | +6,989 | $1.9M | +$280.9K | 17.9% |
| ALLIANCEBERNSTEIN L.P. | 64,405 | +6,710 | $2.7M | +$264.8K | 11.6% |
| Curi Capital, LLC | 22,753 | +5,610 | $944.7K | +$228.8K | 32.7% |
| DIMENSIONAL FUND ADVISORS LP | 2,300,834 | +8,044 | $95.5M | -$215.8K | 0.3% |
| DARK FOREST CAPITAL MANAGEMENT LP | 42,416 | +4,230 | $1.8M | +$166.5K | 11.1% |
| Schonfeld Strategic Advisors LLC | 20,036 | +3,353 | $831.9K | +$135.2K | 20.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 36,266 | +3,378 | $1.5M | +$132.4K | 10.3% |
| Brevan Howard Capital Management LP | 10,300 | +2,712 | $427.7K | +$110.8K | 35.7% |
| M&T Bank Corp | 9,081 | +2,298 | $377.0K | +$93.8K | 33.9% |
| AlphaQuest LLC | 11,055 | +1,930 | $459.0K | +$77.9K | 21.1% |
| DEUTSCHE BANK AG\ | 43,240 | +2,078 | $1.8M | +$76.4K | 5.0% |
| Note Advisors, LLC | 19,535 | +120 | $882.8K | +$72.0K | 0.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,740 | +1,620 | $695.0K | +$63.6K | 10.7% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 27,823 | +1,645 | $1.2M | +$62.0K | 6.3% |
| Rockefeller Capital Management L.P. | 2,004 | +1,349 | $83.2K | +$55.8K | 205.9% |
| Numerai GP LLC | 37,115 | +1,524 | $1.5M | +$54.7K | 4.3% |
| Swiss National Bank | 103,300 | +1,900 | $4.3M | +$54.6K | 1.9% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 50,257 | +1,345 | $2.1M | +$44.1K | 2.7% |
| HighTower Advisors, LLC | 8,139 | +1,069 | $338.0K | +$42.7K | 15.1% |
| Mariner, LLC | 10,424 | +950 | $433.3K | +$37.6K | 10.0% |
| ProShare Advisors LLC | 150,927 | +77 | $6.3M | -$33.0K | 0.1% |
| Cornell Pochily Investment Advisors, Inc. | 7,530 | +761 | $312.6K | +$30.0K | 11.2% |
| BRADLEY FOSTER & SARGENT INC/CT | 9,027 | +760 | $374.8K | +$29.0K | 9.2% |
| OSAIC HOLDINGS, INC. | 14,845 | +30 | $616.4K | -$27.6K | 0.2% |
| Global Retirement Partners, LLC | 1,037 | +399 | $43.1K | +$16.4K | 62.5% |
| JONES FINANCIAL COMPANIES LLLP | 333 | +311 | $13.8K | +$12.9K | 1413.6% |
| Private Advisor Group, LLC | 5,576 | +294 | $231.5K | +$11.0K | 5.6% |
| Inspire Investing, LLC | 11,257 | +315 | $467.4K | +$10.5K | 2.9% |
| Tower Research Capital LLC (TRC) | 1,398 | +184 | $58.0K | +$7.3K | 15.2% |
| PNC Financial Services Group, Inc. | 36,317 | +43 | $1.5M | -$6.9K | 0.1% |
| Cetera Investment Advisers | 28,160 | +15 | $1.2M | -$6.2K | 0.1% |
| GAMMA Investing LLC | 1,904 | +123 | $79.1K | +$4.7K | 6.9% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 12,004 | +171 | $498.4K | +$4.3K | 1.4% |
| Quarry LP | 272 | +100 | $11.3K | +$4.1K | 58.1% |
| UMB Bank, n.a. | 281 | +88 | $11.7K | +$3.6K | 45.6% |
| CreativeOne Wealth, LLC | 15,239 | +7 | $632.7K | -$3.4K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 14,174 | +4 | $588.5K | -$3.2K | 0.0% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 5,979 | +110 | $248.2K | +$3.2K | 1.9% |
| Farther Finance Advisors, LLC | 2,247 | +84 | $93.3K | +$3.0K | 3.9% |
| Smartleaf Asset Management LLC | 3,304 | +63 | $137.8K | +$2.2K | 1.9% |
| SG Americas Securities, LLC | 71,852 | +47,550 | $3.0K | +$2.0K | 195.7% |
| Envestnet Portfolio Solutions, Inc. | 6,640 | +82 | $275.7K | +$1.8K | 1.3% |
| FIRST CITIZENS BANK & TRUST CO | 6,832 | +80 | $283.7K | +$1.7K | 1.2% |
| US BANCORP \DE\ | 1,873 | +51 | $77.8K | +$1.7K | 2.8% |
| BNP PARIBAS FINANCIAL MARKETS | 15,464 | +49 | $642.1K | -$1.7K | 0.3% |
| Quadrant Private Wealth Management, LLC | 6,802 | +2 | $282.4K | -$1.5K | 0.0% |
| Maryland State Retirement & Pension System | 7,608 | +76 | $315.9K | +$1.3K | 1.0% |
| IFG Advisory, LLC | 13,540 | +47 | $562.2K | -$1.3K | 0.3% |
| Thrivent Financial for Lutherans | 60,579 | +22,780 | $2.5K | +$937 | 60.3% |
| GSA CAPITAL PARTNERS LLP | 29,006 | +22,048 | $1.2K | +$913 | 316.9% |
| ROTHSCHILD INVESTMENT LLC | 94 | +19 | $3.9K | +$771 | 25.3% |
| Prime Capital Investment Advisors, LLC | 5,957 | +19 | $247.3K | -$650 | 0.3% |
| Independent Advisor Alliance | 5,139 | +38 | $213.4K | +$373 | 0.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 60,400 | +5,142 | $2.5K | +$200 | 9.3% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 579 | +8 | $24.0K | +$195 | 1.4% |
| Ascent Wealth Partners, LLC | 5,044 | +25 | $209.4K | -$194 | 0.5% |
| Focused Wealth Management, Inc | 5,025 | +24 | $208.6K | -$193 | 0.5% |
| Root Financial Partners, LLC | 45 | +4 | $1.9K | +$156 | 9.8% |
| True Wealth Design, LLC | 8 | +2 | $333 | +$82 | 33.3% |
| McIlrath & Eck, LLC | 375 | +1 | $15.6K | -$25 | 0.3% |
| Spire Wealth Management | 207 | +2 | $8.6K | +$22 | 1.0% |
| State of Alaska, Department of Revenue | 28,929 | +397 | $1.2K | +$10 | 1.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 674 | +183 | $28 | +$7 | 37.3% |
| AMALGAMATED BANK | 15,186 | +193 | $631 | +$5 | 1.3% |
| BESSEMER GROUP INC | 508 | +74 | $21 | +$3 | 17.1% |