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NBTB · Nbt Bancorp Inc · Held by Funds

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$52.82 +0.10 (+0.19%) At close · Nov 13 Q1 2026 earnings call transcript
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$2.74B
Shares
51.83M
Volume · Nov 13 138.74K Avg daily vol (3M) 306.3K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of NBTB by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 30.39% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.95% 2,563,946
Index ETFs 25.45% 13,188,496
Active ETFs 2.22% 1,151,746
Active funds 8.24% 4,271,665
Unclassified 0.60% 310,548
All registered funds 41.46% 21,486,401
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding NBTB

287 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 3,125,365 $154,299,270 0.14%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,573,602 $77,688,731 0.00%
iShares Russell 2000 ETF 1,323,510 $65,341,689 0.08%
VANGUARD SMALL-CAP INDEX FUND 1,135,285 $56,049,020 0.03%
VANGUARD SMALL-CAP VALUE INDEX FUND 717,812 $35,438,378 0.05%
Fidelity Small Cap Index Fund 567,967 $29,903,463 0.09%
VANGUARD EXTENDED MARKET INDEX FUND 596,699 $29,459,030 0.03%
Fidelity Stock Selector Small Cap Fund 550,834 $29,001,410 0.39%
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY 555,438 $27,421,974 0.22%
Avantis U.S. Small Cap Value ETF 524,942 $26,992,518 0.09%
iShares Russell 2000 Value ETF 482,859 $23,838,749 0.16%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 478,427 $23,619,941 0.14%
iShares S&P Small-Cap 600 Value ETF 447,326 $22,084,485 0.28%
U.S. Targeted Value Portfolio 380,903 $20,054,543 0.12%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 386,238 $19,068,570 0.40%
Fidelity Series Small Cap Opportunities Fund 352,136 $18,539,960 0.39%
Dimensional U.S. Targeted Value ETF 345,801 $18,206,423 0.13%
Fidelity Advisor Small Cap Fund 349,000 $17,945,580 0.76%
VANGUARD TAX-MANAGED SMALL-CAP FUND 332,798 $16,430,237 0.14%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 294,165 $15,487,787 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 297,083 $15,276,008 0.09%
Fidelity Series Small Cap Core Fund 276,200 $14,541,930 0.92%
U.S. SMALL CAP PORTFOLIO 273,088 $14,378,083 0.07%
Bridge Builder Small/Mid Cap Value Fund 276,815 $13,666,357 0.13%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 270,083 $13,333,998 0.28%
College Retirement Equities Fund - Total Global Stock Account 265,959 $13,130,396 0.01%
Fidelity Extended Market Index Fund 252,575 $12,987,407 0.03%
Schwab U.S. Small-Cap ETF 247,180 $12,709,996 0.06%
Bridge Builder Small/Mid Cap Growth Fund 242,089 $11,951,934 0.11%
State Street(R) SPDR(R) S&P(R) Bank ETF 241,016 $11,898,960 0.80%
Victory Integrity Small-Cap Value Fund 238,282 $11,763,982 1.02%
U.S. MICRO CAP PORTFOLIO 210,898 $11,103,780 0.14%
Regional Bank Fund 207,760 $10,938,564 1.14%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 203,175 $10,697,164 0.01%
Fidelity Enhanced Small Cap Core ETF 215,296 $10,629,164 0.18%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 187,062 $9,618,728 0.15%
Dimensional U.S. Small Cap ETF 171,586 $9,034,003 0.06%
John Hancock Financial Opportunities Fund 167,805 $8,284,533 1.03%
ProShares Russell 2000 Dividend Growers ETF 147,131 $7,565,476 1.05%
U.S. SMALL CAP VALUE PORTFOLIO 133,665 $7,037,462 0.04%
Dimensional U.S. Core Equity 2 ETF 131,047 $6,899,625 0.01%
Schwab Small-Cap Index Fund 125,788 $6,622,738 0.09%
Dimensional US Small Cap Value ETF 120,794 $6,359,804 0.08%
JPMorgan Small Cap Blend Fund 127,858 $6,312,349 0.37%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 111,328 $5,724,486 0.29%
Omni Small-Cap Value Fund 112,280 $5,543,264 0.42%
Strategic Advisers Fidelity U.S. Total Stock Fund 106,600 $5,481,372 0.00%
Avantis U.S. Small Cap Equity ETF 106,126 $5,456,999 0.18%
Fidelity Total Market Index Fund 102,027 $5,246,228 0.00%
Schwab Fundamental U.S. Small Company ETF 101,597 $5,224,118 0.06%
Showing 1–50 of 287 positions
Key facts CIK 790359 CUSIP 628778102 13F (30d) 227 filings 207 filers Visit website Investor relations