MCB · Metropolitan Bank Holding Corp. · Shareholders & Ownership

$96.88 +0.98 (+1.02%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$1.20B

12.40M

Volume · Oct 23 292.2K Avg daily vol (3M) 131.23K

Every disclosed holder of MCB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns MCB

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	202	11,262,451	90.84%	Yes
Insiders (Forms 3, 4, 5)	21	643,892	5.19%	Yes
13D/G-only blocks	1	998,668	8.06%	Yes
Remaining	—	507,233	-4.09%	Negative
Registered funds (N-PORT, not summed)	236	3,528,458	28.46%	No

Shares outstanding: 12,397,778, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of MCB

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,209,119	9.75%	+188,081	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	981,949	7.92%	+177,005	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	297,743	2.40%	+75,033	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	80,712	0.65%	+21,615	Jun 30, 2026	iShares Trust, not summed
1.4	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	58,261	0.47%	+5,034	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	37,753	0.30%	+15,370	Jun 30, 2026	iShares Trust, not summed
2	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,022,383	8.25%	-180,708	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,022,383	8.25%	-180,708	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Dec 31, 2023	998,668	8.06%	—	Dec 31, 2023
4	Patriot Financial Partners GP II, L.P. 13F CIK 2061817 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	664,884	5.36%	-100,000	Jun 30, 2026	carried, not yet filed for the newest quarter
5	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	525,415	4.24%	-59,218	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	512,527	4.13%	+10,968	Jun 30, 2026	carried, not yet filed for the newest quarter
7	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	472,599	3.81%	+12,808	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	63,156	0.51%	+2,798	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	62,209	0.50%	+181	Jul 31, 2026	Dimensional ETF Trust, not summed
7.3	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	50,904	0.41%	+5,383	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	42,728	0.34%	+1,932	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	40,746	0.33%	+8,819	Jul 31, 2026	Dimensional ETF Trust, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	469,133	3.78%	+85,577	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	193,769	1.56%	+44,865	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	7,231	0.06%	-121	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
8.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,100	0.03%	-200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.4	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	1,724	0.01%	+204	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
8.5	State Street Small-Cap Equity V.I.S. Fund Fund S000001636 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	325	0.00%	-6	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	371,654	3.00%	+4,700	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	354,845	2.86%	+23,406	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	7,108	0.06%	0	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	308,061	2.48%	+45,573	Jun 30, 2026	carried, not yet filed for the newest quarter
12	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	302,632	2.44%	-74,623	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	270,199	2.18%	+4,082	May 31, 2026	American Century ETF Trust, not summed
14	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	245,548	1.98%	-78,341	Jun 30, 2026	carried, not yet filed for the newest quarter
15	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	219,861	1.77%	+123,242	Jun 30, 2026	carried, not yet filed for the newest quarter
16	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	212,244	1.71%	-5,648	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	8,978	0.07%	+363	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
17	BASSWOOD CAPITAL MANAGEMENT, L.L.C. 13F CIK 1085393 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	210,367	1.70%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	195,372	1.58%	+1,742	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	193,293	1.56%	+43,109	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	61,960	0.50%	+37,890	Jun 30, 2026	College Retirement Equities Fund, not summed
19.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	53,880	0.43%	-41,960	Jul 31, 2026	TIAA-CREF Funds, not summed
19.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	15,994	0.13%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
19.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	14,780	0.12%	+4,005	Jul 31, 2026	TIAA-CREF Funds, not summed
19.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	1,950	0.02%	-49	Jun 30, 2026	TIAA-CREF Life Funds, not summed
20	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	181,980	1.47%	-157,030	Jun 30, 2026	carried, not yet filed for the newest quarter
21	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	176,623	1.42%	-595	Jun 30, 2026	carried, not yet filed for the newest quarter
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	168,591	1.36%	+17,936	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	7	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	162,686	1.31%	+45,243	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	158,921	1.28%	+66,525	Jun 30, 2026	carried, not yet filed for the newest quarter
25	DeFazio Mark R Insider CIK 1720742 · Mar 28, 2026 Director, President and CEO, issuer-wide	154,186	1.24%	—	Mar 28, 2026	Director, President and CEO, issuer-wide
26	BANC FUNDS CO LLC 13F CIK 1029311 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	147,221	1.19%	+5,000	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	128,851	1.04%	+6,071	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	128,465	1.04%	+4,331	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	45,485	0.37%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
28.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	26,577	0.21%	-6,886	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
28.3	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	7,654	0.06%	-663	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
28.4	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	1,694	0.01%	+392	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
29	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	124,836	1.01%	+23,292	Jun 30, 2026	carried, not yet filed for the newest quarter
30	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	114,491	0.92%	+53,504	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,256	0.07%	+1,899	Jun 30, 2026	AQR Funds, not summed
30.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	1,899	0.02%	—	Mar 31, 2026	AQR Funds, not summed
31	Ranger Investment Management, L.P. 13F CIK 1319691 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	109,857	0.89%	+5,022	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Ranger Micro Cap Fund Fund S000033850 · Registered fund · Jul 31, 2026 SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed	3,710	0.03%	0	Jul 31, 2026	SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed
32	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	102,955	0.83%	+6,905	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,650	0.05%	+1,414	Jun 30, 2026	Northern Funds, not summed
32.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,580	0.01%	+626	Jul 31, 2026	FlexShares Trust, not summed
32.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,102	0.01%	-54	Jun 30, 2026	Northern Funds, not summed
33	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	98,531	0.79%	-25,994	Jun 30, 2026	carried, not yet filed for the newest quarter
34	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	98,070	0.79%	-4,195	Jun 30, 2026	carried, not yet filed for the newest quarter
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	93,687	0.76%	+7,491	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	53,324	0.43%	+9,073	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	26,978	0.22%	+7,514	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	7,144	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	6,457	0.05%	+1,052	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	86,213	0.70%	+3,454	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	8,015	0.06%	+108	May 31, 2026	Goldman Sachs ETF Trust, not summed
36.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,500	0.01%	-753	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
37	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	85,755	0.69%	+36,499	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	84,335	0.68%	+20,918	Jun 30, 2026	carried, not yet filed for the newest quarter
39	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	81,373	0.66%	+49,103	Jun 30, 2026	carried, not yet filed for the newest quarter
40	PATENT ROBERT C Insider CIK 1008343 · Aug 10, 2026 Director, issuer-wide	76,185	0.61%	-10,000	Aug 10, 2026	Director, issuer-wide
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	75,870	0.61%	+4,132	Jun 30, 2026	carried, not yet filed for the newest quarter
42	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	74,451	0.60%	+8,000	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	23,300	0.19%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
43	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	71,487	0.58%	-20,710	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Pacific Ridge Capital Partners, LLC 13F CIK 1591546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	67,775	0.55%	-69,005	Jun 30, 2026	carried, not yet filed for the newest quarter
45	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	64,517	0.52%	-77,096	Jun 30, 2026	carried, not yet filed for the newest quarter
46	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	63,751	0.51%	-4,286	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Putnam Small Cap Value Fund Fund S000003854 · Registered fund · May 31, 2026 Putnam Investment Funds, not summed	33,746	0.27%	-6,300	May 31, 2026	Putnam Investment Funds, not summed
46.2	Putnam VT Small Cap Value Fund Fund S000003888 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	12,888	0.10%	-2,900	Jun 30, 2026	Putnam Variable Trust, not summed
46.3	Franklin Small Cap Enhanced ETF Fund S000097279 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	2,872	0.02%	-347	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
46.4	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	2,011	0.02%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
46.5	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	1,365	0.01%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
47	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	63,445	0.51%	+5,763	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Lublin Scott Insider CIK 1742369 · Mar 28, 2026 EVP and Chief Lending Officer, issuer-wide	57,905	0.47%	-3,025	Mar 28, 2026	EVP and Chief Lending Officer, issuer-wide
49	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	54,562	0.44%	+405	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	20	0.00%	+4	Jun 30, 2026	Columbia ETF Trust I, not summed
50	STATE OF WISCONSIN INVESTMENT BOARD 13F CIK 854157 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	54,307	0.44%	-6,924	Jun 30, 2026	carried, not yet filed for the newest quarter

39 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1476034 CUSIP 591774104 13F (30d) 24 filings 23 filers Visit website Investor relations