NBTB · Nbt Bancorp Inc · Shareholders & Ownership

$52.87 +0.08 (+0.15%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.75B

51.96M

Volume · Oct 23 302.55K Avg daily vol (3M) 324.94K

Every disclosed holder of NBTB 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 NBTB

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

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	287	35,150,207	67.65%	Yes
Insiders (Forms 3, 4, 5)	25	1,442,554	2.78%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	15,367,300	29.58%	Rest
Registered funds (N-PORT, not summed)	273	22,708,953	43.70%	No

Shares outstanding: 51,960,061, the issuer's latest cover-page count restated onto today's split basis.

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 NBTB

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	7,477,880	14.39%	+77,790	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,125,365	6.01%	-14,933	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,323,510	2.55%	+61,650	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	482,859	0.93%	+71,693	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	447,326	0.86%	-63,410	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	94,539	0.18%	+10,335	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,449,538	6.64%	-25,649	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,731,491	5.26%	+245,198	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,731,491	5.26%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	478,427	0.92%	+5,703	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	386,238	0.74%	+98,927	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	270,083	0.52%	-3,848	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	241,016	0.46%	+41,335	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,406,173	4.63%	+75,198	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	380,903	0.73%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	345,801	0.67%	-1,249	Jul 31, 2026	Dimensional ETF Trust, not summed
4.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	273,088	0.53%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	210,898	0.41%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	171,586	0.33%	+7,059	Jul 31, 2026	Dimensional ETF Trust, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,254,925	4.34%	+1,810	Jun 30, 2026	carried, not yet filed for the newest quarter
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,737,937	3.34%	+1,607,445	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	567,967	1.09%	+59,615	Jul 31, 2026	Fidelity Salem Street Trust, not summed
6.2	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	550,834	1.06%	—	Jul 31, 2026	Fidelity Capital Trust, not summed
6.3	Fidelity Series Small Cap Opportunities Fund Fund S000015587 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	352,136	0.68%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
6.4	Fidelity Series Small Cap Core Fund Fund S000077859 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	276,200	0.53%	+257,600	Jul 31, 2026	Fidelity Concord Street Trust, not summed
6.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	273,052	0.53%	+608	May 31, 2026	Fidelity Concord Street Trust, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,573,602	3.03%	-12,082	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,393,256	2.68%	+63,468	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,135,285	2.18%	-10,118	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	719,022	1.38%	+35,541	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	96,582	0.19%	0	Jun 30, 2026	Northern Funds, not summed
10.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	26,163	0.05%	+2,718	Jun 30, 2026	Northern Funds, not summed
10.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,260	0.02%	+406	Jul 31, 2026	FlexShares Trust, not summed
10.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,394	0.01%	-183	Jun 30, 2026	Northern Funds, not summed
11	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	717,812	1.38%	-11,861	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	647,745	1.25%	-45,037	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	629,351	1.21%	-40,501	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	238,282	0.46%	-6,718	Jun 30, 2026	Victory Portfolios, not summed
13.2	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	37,958	0.07%	-1,392	Jul 31, 2026	Victory Portfolios III, not summed
13.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	5,926	0.01%	+71	Jul 31, 2026	Victory Portfolios III, not summed
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	611,644	1.18%	-3,943	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	250,462	0.48%	-4,046	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	125,788	0.24%	+13,450	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	98,670	0.19%	-17,531	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	33,197	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	30,853	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	596,699	1.15%	+14,180	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	578,914	1.11%	+175,417	Jun 30, 2026	carried, not yet filed for the newest quarter
17	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	559,697	1.08%	-562	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	207,760	0.40%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
17.2	Financial Industries Fund Fund S000000634 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	90,315	0.17%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
18	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	555,438	1.07%	+173,800	Jun 30, 2026	Capitol Series Trust, not summed
19	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	519,883	1.00%	+337,467	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	459,484	0.88%	+6,567	Jun 30, 2026	carried, not yet filed for the newest quarter
21	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	441,781	0.85%	+4,021	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	410,346	0.79%	-33,252	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	9	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	Robinson V Daniel II Insider CIK 1693219 · May 19, 2026 Director, issuer-wide	409,312	0.79%	+1,050	May 19, 2026	Director, issuer-wide
24	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	385,862	0.74%	+13,802	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	265,959	0.51%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
24.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	68,309	0.13%	+8,110	Jul 31, 2026	TIAA-CREF Funds, not summed
24.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	35,392	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
24.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	984	0.00%	-44	Jun 30, 2026	TIAA Separate Account VA-1, not summed
24.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	669	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
25	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	343,908	0.66%	+6,682	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	332,798	0.64%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
27	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	294,165	0.57%	+648	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
28	Ceredex Value Advisors LLC 13F CIK 1738726 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	276,950	0.53%	+8,700	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	276,815	0.53%	0	Jun 30, 2026	Bridge Builder Trust, not summed
30	NBT BANK N A /NY 13F CIK 898413 · Unknown · Sep 30, 2026	265,692	0.51%	+4,244	Sep 30, 2026
31	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	263,167	0.51%	+9,345	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
32	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	251,361	0.48%	-2,981	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	38,319	0.07%	-2,802	Jul 31, 2026	Principal Funds, Inc, not summed
32.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,438	0.01%	+1,879	Jul 31, 2026	Principal Funds, Inc, not summed
33	Bridge Builder Small/Mid Cap Growth Fund Fund S000048336 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	242,089	0.47%	+36,740	Jun 30, 2026	Bridge Builder Trust, not summed
34	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	240,822	0.46%	+85,026	Jun 30, 2026	carried, not yet filed for the newest quarter
35	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	219,085	0.42%	-28,863	Jun 30, 2026	carried, not yet filed for the newest quarter
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	215,142	0.41%	+28,923	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Ames Johanna R Insider CIK 1826923 · May 19, 2026 Director, issuer-wide	211,779	0.41%	+1,050	May 19, 2026	Director, issuer-wide
38	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	203,175	0.39%	+3,704	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
39	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	202,250	0.39%	-2,389	Jun 30, 2026	carried, not yet filed for the newest quarter
40	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	189,433	0.36%	+182,153	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	112,280	0.22%	+105,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
41	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	180,974	0.35%	+1,479	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
42	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	178,835	0.34%	+6,225	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	7,647	0.01%	+5,132	Jun 30, 2026	AQR Funds, not summed
43	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	178,703	0.34%	-8,439	Jun 30, 2026	carried, not yet filed for the newest quarter
44	John Hancock Financial Opportunities Fund Fund · Registered fund · Jun 30, 2026 John Hancock Financial Opportunities Fund, not summed	167,805	0.32%	—	Jun 30, 2026	John Hancock Financial Opportunities Fund, not summed
45	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	163,440	0.31%	-97,476	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,855	0.02%	+105	May 31, 2026	Goldman Sachs ETF Trust, not summed
45.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	3,022	0.01%	-187	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
46	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	155,230	0.30%	-398	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	151,572	0.29%	-9,440	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	40,686	0.08%	-1,203	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
47.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	29,779	0.06%	-5,609	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
47.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	24,519	0.05%	+2,266	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
47.4	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	8,402	0.02%	+226	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
47.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	3,951	0.01%	-1,018	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
48	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	147,235	0.28%	-9,671	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	ProShares Russell 2000 Dividend Growers ETF Fund S000047885 · Registered fund · May 31, 2026 ProShares Trust, not summed	150,023	0.29%	+7,979	May 31, 2026	ProShares Trust, not summed
48.2	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · May 31, 2026 ProShares Trust, not summed	2,410	0.00%	+191	May 31, 2026	ProShares Trust, not summed
48.3	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,906	0.00%	-1,258	May 31, 2026	ProShares Trust, not summed
48.4	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,885	0.00%	-1,285	May 31, 2026	ProShares Trust, not summed
48.5	ProShares Ultra SmallCap600 Fund S000014259 · Registered fund · May 31, 2026 ProShares Trust, not summed	627	0.00%	+54	May 31, 2026	ProShares Trust, not summed
49	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	135,314	0.26%	-1,596	Jun 30, 2026	carried, not yet filed for the newest quarter
50	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	131,567	0.25%	-15,296	Jun 30, 2026	carried, not yet filed for the newest quarter

57 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 790359 CUSIP 628778102 13F (30d) 52 filings 52 filers Visit website Investor relations