Public record / Tickers / MTB

MTB — M&T BANK CORP

Both disclosure regimes on one name: who in Congress filed about MTB, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
20
all PTR rows naming MTB
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
12-15
filed 2025-12-15
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $50.0K–$100K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every MTB row by the provable lower bound, never a point estimate.

2 members · 1 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MTB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MTB
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2023-10-10Lois Frankel D–FL-22SaleTraded 09-08 +32d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 20 ↗

Members active in MTB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MTB in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · MTB

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · M & T BK CORP

Merged timeline of congressional filings and notable-manager moves on MTB
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Ftrim−113,650 sh
2026-05-15Gotham Asset Management 13Ftrim−456 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of MTB for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$2.7B1
2BlackRock, Inc.$2.7B1
3WELLINGTON MANAGEMENT GROUP LLP$2.1B1
4VANGUARD CAPITAL MANAGEMENT LLC$2.0B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
6STATE STREET CORP$1.5B1
7MORGAN STANLEY$920M1
8STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$852M1
9Invesco Ltd.$827M1
10BANK OF AMERICA CORP /DE/$333M1
11DIMENSIONAL FUND ADVISORS LP$326M1
12NORTHERN TRUST CORP$314M1
13Nuveen, LLC$288M1
14MASSACHUSETTS FINANCIAL SERVICES CO /MA/$244M1
15Legal & General Group Plc$220M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$214M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$210M1
18JENNISON ASSOCIATES LLC$202M1
19MENORA MIVTACHIM HOLDINGS LTD.$199M1
20UBS Group AG$190M1
21LONDON CO OF VIRGINIA$182M1
22VANGUARD FIDUCIARY TRUST CO$176M1
23M&T BANK CORP$126M1
24FRANKLIN RESOURCES INC$124M1
25WELLS FARGO & COMPANY/MN$111M1
26DEUTSCHE BANK AG\$110M1
27PANAGORA ASSET MANAGEMENT INC$102M1
28ALLIANCEBERNSTEIN L.P.$97.1M1
29Boston Partners$96.9M1
30FIRST TRUST ADVISORS LP$93.6M1
31Korea Investment CORP$79.7M1
32STIFEL FINANCIAL CORP$76.1M1
33Amundi$74.7M1
34CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$72.2M1
35ANCHOR CAPITAL ADVISORS LLC$71.9M1
36Mitsubishi UFJ Asset Management Co., Ltd.$71.0M1
37Vanguard Global Advisers, LLC$69.8M1
38FEDERATED HERMES, INC.$69.8M1
39HSBC HOLDINGS PLC$68.9M1
40ROYAL BANK OF CANADA$68.6M1
41VANGUARD ASSET MANAGEMENT, Ltd$64.4M1
42ENVESTNET ASSET MANAGEMENT INC$63.6M1
43Smead Capital Management, Inc.$60.7M1
44BANK OF MONTREAL /CAN/$58.3M1
45National Pension Service$56.9M1
46MANUFACTURERS LIFE INSURANCE COMPANY, THE$56.4M1
47VICTORY CAPITAL MANAGEMENT INC$54.0M1
48O'SHAUGHNESSY ASSET MANAGEMENT, LLC$50.6M1
49BERKSHIRE ASSET MANAGEMENT LLC/PA$50.5M1
50TWO SIGMA INVESTMENTS, LP$49.9M1
51ABSHER WEALTH MANAGEMENT, LLC$45.5M1
52Quantinno Capital Management LP$44.4M1
53Advisors Capital Management, LLC$43.8M1
54AQR CAPITAL MANAGEMENT LLC$43.6M1
55CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$41.1M1
56Lansforsakringar Fondforvaltning AB (publ)$38.3M1
57CITIGROUP INC$37.7M1
58ARIEL INVESTMENTS, LLC$36.7M1
59PRINCIPAL FINANCIAL GROUP INC$36.3M1
60SCHRODER INVESTMENT MANAGEMENT GROUP$31.1M1
61Aware Super Pty Ltd as trustee of Aware Super$29.9M1
62TOCQUEVILLE ASSET MANAGEMENT L.P.$29.9M1
63LGT CAPITAL PARTNERS LTD.$28.0M1
64LPL Financial LLC$27.7M1
65RAYMOND JAMES FINANCIAL INC$26.8M1
66Mariner, LLC$25.5M1
67Ensign Peak Advisors, Inc$24.7M1
68Aberdeen Group plc$24.7M1
69STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$24.0M1
70SAPIENT CAPITAL LLC$22.5M1
71BNP Paribas Asset Management Holding S.A.$22.0M1
72SEI INVESTMENTS CO$21.8M1
73AVIVA PLC$21.6M1
74OPPENHEIMER ASSET MANAGEMENT INC.$21.5M1
75Universal- Beteiligungs- und Servicegesellschaft mbH$19.7M1
76Assenagon Asset Management S.A.$19.2M1
77CITADEL ADVISORS LLC$19.2M1
78CANADA PENSION PLAN INVESTMENT BOARD$19.2M1
79Empowered Funds, LLC$18.0M1
80PFA Pension, Forsikringsaktieselskab$17.9M1
81AMERICAN CENTURY COMPANIES INC$17.5M1
82STATE OF WISCONSIN INVESTMENT BOARD$17.5M1
83PRUDENTIAL PLC$17.1M1
84Cetera Investment Advisers$16.6M1
85MATRIX ASSET ADVISORS INC/NY$16.3M1
86NATIONAL BANK OF CANADA /FI/$15.9M1
87Vanguard Investments Australia, Ltd.$15.8M1
88Chevy Chase Trust Holdings, LLC$15.6M1
89ROYAL LONDON ASSET MANAGEMENT LTD$15.5M1
90PRUDENTIAL FINANCIAL INC$15.2M1
91Azora Capital LP$14.9M1
92EVERGREEN CAPITAL MANAGEMENT LLC$14.6M1
93TRUIST FINANCIAL CORP$14.3M1
94APG Asset Management N.V.$14.1M1
95OMERS ADMINISTRATION Corp$13.7M1
96MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$13.6M1
97TORONTO DOMINION BANK$13.5M1
98Asset Management One Co., Ltd.$13.4M1
99Pictet Asset Management Holding SA$13.2M1
100Tredje AP-fonden$13.0M1
101EXENCIAL WEALTH ADVISORS, LLC$12.7M1
102JANE STREET GROUP, LLC$12.5M1
103Corient Private Wealth LLC$12.4M1
104Rafferty Asset Management, LLC$12.3M1
105COMMONWEALTH EQUITY SERVICES, LLC$12.0M1
106Northwest & Ethical Investments L.P.$11.9M1
107TD ASSET MANAGEMENT INC$11.6M1
108Creative Planning$11.5M1
109NOMURA ASSET MANAGEMENT CO LTD$11.5M1
110BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$11.4M1
111HighTower Advisors, LLC$10.7M1
112MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$10.5M1
113MALTESE CAPITAL MANAGEMENT LLC$10.2M1
114O'Keefe Stevens Advisory, Inc.$9.9M1
115OSAIC HOLDINGS, INC.$9.9M1
116Calamos Advisors LLC$9.8M1
117AIA Group Ltd$9.8M1
118Resona Asset Management Co.,Ltd.$9.5M1
119Focus Partners Wealth$9.5M1
120Cambria Investment Management, L.P.$9.1M1
121PUBLIC SECTOR PENSION INVESTMENT BOARD$8.9M1
122SUSQUEHANNA INTERNATIONAL GROUP, LLP$8.7M1
123Arizona State Retirement System$8.6M1
124Zurcher Kantonalbank (Zurich Cantonalbank)$8.6M1
125Czech National Bank$8.5M1
126State of New Jersey Common Pension Fund D$8.5M1
127Man Group plc$8.5M1
128Bridgewater Associates, LP$8.5M1
129OP Asset Management Ltd$8.4M1
130Cresset Asset Management, LLC$8.4M1
131FIFTH THIRD BANCORP$8.4M1
132Wealthfront Advisers LLC$8.4M1
133Fideuram Asset Management (Ireland) dac$8.4M1
134CIBC Asset Management Inc$8.1M1
135CUTLER INVESTMENT COUNSEL LLC$8.0M1
136FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$8.0M1
137Arnhold LLC$7.9M1
138WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.9M1
139IFM Investors Pty Ltd$7.8M1
140ProShare Advisors LLC$7.8M1
141SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$7.5M1
142Grantham, Mayo, Van Otterloo & Co. LLC$7.4M1
143GERMAN AMERICAN BANCORP, INC.$7.4M1
144COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.3M1
145Y-Intercept (Hong Kong) Ltd$7.3M1
146CIBC Bancorp USA Inc.$7.1M1
147BROWN ADVISORY INC$7.0M1
148COURIER CAPITAL LLC$6.8M1
149SEB Asset Management AB$6.8M1
150Cerity Partners LLC$6.7M1
151Retirement Systems of Alabama$6.7M1
152AustralianSuper Pty Ltd$6.6M1
153Private Advisor Group, LLC$6.5M1
154Engineers Gate Manager LP$6.5M1
155Pathstone Holdings, LLC$6.4M1
156VOYA INVESTMENT MANAGEMENT LLC$6.3M1
157Kimelman & Baird, LLC$6.2M1
158WESTFIELD CAPITAL MANAGEMENT CO LP$6.2M1
159Woodline Partners LP$6.2M1
160Mirae Asset Global Investments Co., Ltd.$6.0M1
161Invenomic Capital Management LP$6.0M1
162XPONANCE LLC$6.0M1
163Harvest Portfolios Group Inc.$5.9M1
164NFJ INVESTMENT GROUP, LLC$5.8M1
165Allworth Financial LP$5.5M1
166Robinson Value Management, Ltd.$5.4M1
167MACKENZIE FINANCIAL CORP$5.4M1
168Daiwa Securities Group Inc.$5.4M1
169DAYMARK WEALTH PARTNERS, LLC$5.3M1
170USS Investment Management Ltd$5.3M1
171MUFG Securities EMEA plc$5.3M1
172Squarepoint Ops LLC$5.2M1
173PDT Partners, LLC$5.2M1
174Swiss Life Asset Management Ltd$5.2M1
175Utah Retirement Systems$5.1M1
176MILLENNIUM MANAGEMENT LLC$5.1M1
177Howard Capital Management, LLC$5.0M1
178HBK Sorce Advisory LLC$5.0M1
179Monte Financial Group, LLC$5.0M1
180NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.7M1
181XTX Topco Ltd$4.6M1
182CWA Asset Management Group, LLC$4.6M1
183Rakuten Investment Management, Inc.$4.6M1
184NEOS Investment Management LLC$4.5M1
185Sumitomo Mitsui DS Asset Management Company, Ltd$4.5M1
186Tidal Investments LLC$4.4M1
187BANK OF NOVA SCOTIA$4.4M1
188Vanguard Personalized Indexing Management, LLC$4.4M1
189BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.4M1
190Donoghue Forlines LLC$4.3M1
191&PARTNERS$4.3M1
192CRAWFORD INVESTMENT COUNSEL INC$4.2M1
193NISSAY ASSET MANAGEMENT CORP /JAPAN$4.1M1
194Orion Porfolio Solutions, LLC$4.0M1
195Eurizon Capital SGR S.p.A.$3.9M1
196Candriam S.C.A.$3.9M1
197NORDEA INVESTMENT MANAGEMENT AB$3.9M1
198Teewinot Capital Advisers, L.L.C.$3.9M1
199GRANDFIELD & DODD, LLC$3.8M1
200Axiom Investment Management LLC$3.8M1
201Avantax Planning Partners, Inc.$3.8M1
202Janus Henderson Group Ltd.$3.7M1
203MACQUARIE GROUP LTD$3.7M1
204Vest Financial, LLC$3.7M1
205Lombard Odier Asset Management (Switzerland) SA$3.6M1
206OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.6M1
207CULBERTSON A N & CO INC$3.5M1
208BECK MACK & OLIVER LLC$3.4M1
209INTECH INVESTMENT MANAGEMENT LLC$3.3M1
210Oak Thistle LLC$3.2M1
211QRG CAPITAL MANAGEMENT, INC.$3.2M1
212FOUNDERS CAPITAL MANAGEMENT, LLC$3.2M1
213Abacus Planning Group, Inc.$3.1M1
214NewEdge Advisors, LLC$3.1M1
215Caprock Group, LLC$3.0M1
216Strategic Financial Services, Inc.$2.8M1
217MERCER GLOBAL ADVISORS INC /ADV$2.8M1
218Kestra Advisory Services, LLC$2.8M1
219BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.8M1
220BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.8M1
221HANCOCK WHITNEY CORP$2.7M1
222Avanza Fonder AB$2.7M1
223DRW Securities, LLC$2.7M1
224MML INVESTORS SERVICES, LLC$2.6M1
225Lakewood Asset Management LLC$2.5M1
226FLPUTNAM INVESTMENT MANAGEMENT CO$2.5M1
227GUGGENHEIM CAPITAL LLC$2.5M1
228Osmosis Investment Management UK Ltd$2.5M1
229US BANCORP \DE\$2.5M1
230Hudock, Inc.$2.4M1
231Dana Investment Advisors, Inc.$2.4M1
232Bryn Mawr Trust Advisors, LLC$2.4M1
233UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.4M1
234Columbus Macro, LLC$2.3M1
235Granite Group Advisors, LLC$2.3M1
236Investment Management Corp of Ontario$2.3M1
237Rockefeller Capital Management L.P.$2.3M1
238NORTHCAPE WEALTH MANAGEMENT, LLC$2.3M1
239Summit Trail Advisors, LLC$2.2M1
240Sanctuary Advisors, LLC$2.2M1
241FIRST NATIONAL TRUST CO$2.2M1
242Hardman Johnston Global Advisors LLC$2.2M1
243Vident Advisory, LLC$2.1M1
244Whitaker-Myers Wealth Managers, LTD.$2.1M1
245MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$2.0M1
246ROBERTS GLORE & CO INC /IL/$2.0M1
247HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.0M1
248Swedbank AB$2.0M1
249SouthState Bank Corp$1.9M1
250Norinchukin Bank, The$1.9M1
251BLAIR WILLIAM & CO/IL$1.9M1
252MIZUHO SECURITIES USA LLC$1.9M1
253Dynamic Advisor Solutions LLC$1.9M1
254BARRETT & COMPANY, INC.$1.9M1
255Aster Capital Management (DIFC) Ltd$1.9M1
256Curi Capital, LLC$1.8M1
257Merit Financial Group, LLC$1.8M1
258Sequoia Financial Advisors, LLC$1.8M1
259Hennion & Walsh Asset Management, Inc.$1.8M1
260Verdence Capital Advisors LLC$1.7M1
261FOUNDATIONS INVESTMENT ADVISORS, LLC$1.7M1
262TWO SIGMA SECURITIES, LLC$1.7M1
263Jacobi Capital Management LLC$1.7M1
264Allianz Asset Management GmbH$1.7M1
265COMMERCE BANK$1.7M1
266Concurrent Investment Advisors, LLC$1.6M1
267CWM, LLC$1.6M1
268Wilmington Savings Fund Society, FSB$1.6M1
269Savant Capital, LLC$1.6M1
270Federation des caisses Desjardins du Quebec$1.6M1
271Maryland State Retirement & Pension System$1.6M1
272Connecticut Wealth Management, LLC$1.6M1
273BENJAMIN EDWARDS INC$1.6M1
274NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.6M1
275Allspring Global Investments Holdings, LLC$1.6M1
276Silvant Capital Management LLC$1.6M1
277Giverny Capital Inc.$1.6M1
278PINNACLE ASSOCIATES LTD$1.6M1
279Angel Oak Capital Advisors, LLC$1.5M1
280Patriot Financial Group Insurance Agency, LLC$1.5M1
281SummitTX Capital, L.P.$1.5M1
282Integrated Quantitative Investments LLC$1.5M1
283QUADRANT CAPITAL GROUP LLC$1.5M1
284MEANS INVESTMENT CO., INC.$1.5M1
285ELEVATION POINT WEALTH PARTNERS, LLC$1.4M1
286ABN AMRO INVESTMENT SOLUTIONS$1.4M1
287ING GROEP NV$1.4M1
288ASSETMARK, INC$1.4M1
289EASTERN BANK$1.4M1
290Valmark Advisers, Inc.$1.4M1
291STOREBRAND ASSET MANAGEMENT AS$1.4M1
292Waldron Private Wealth LLC$1.3M1
293Crossmark Global Holdings, Inc.$1.3M1
294Lido Advisors, LLC$1.3M1
295MAI Capital Management$1.3M1
296CREDIT AGRICOLE S A$1.3M1
297WORLDQUANT MILLENNIUM ADVISORS LLC$1.3M1
298SIMPLEX TRADING, LLC$1.3M1
299GRIMES & Co WEALTH MANAGEMENT, LLC$1.3M1
300HB Wealth Management, LLC$1.3M1
301Principle Wealth Partners LLC$1.3M1
302DOPKINS WEALTH MANAGEMENT, LLC$1.3M1
303Essex Financial Services, Inc.$1.2M1
304Moors & Cabot, Inc.$1.2M1
305RITHOLTZ WEALTH MANAGEMENT$1.2M1
306Atria Investments, Inc$1.2M1
307Aptus Capital Advisors, LLC$1.2M1
308Vestmark Advisory Solutions, Inc.$1.2M1
309AlphaCore Capital LLC$1.2M1
310CROBAN$1.2M1
311EP Wealth Advisors, LLC$1.2M1
312WINTON GROUP Ltd$1.2M1
313denkapparat Operations GmbH$1.2M1
314Bluesphere Advisors LLC$1.1M1
315Apollon Wealth Management, LLC$1.1M1
316Brevan Howard Capital Management LP$1.1M1
317Steward Partners Investment Advisory, LLC$1.1M1
318J. Safra Sarasin Holding AG$1.1M1
319Parisi Gray Wealth Management$1.1M1
320ASR Vermogensbeheer N.V.$1.1M1
321Banque Cantonale Vaudoise$1.1M1
322Bright Futures Wealth Management, LLC.$1.1M1
323Convergence Investment Partners, LLC$1.1M1
324TOKIO MARINE ASSET MANAGEMENT CO LTD$1.1M1
325Empirical Finance, LLC$1.1M1
326Longaeva Partners L.P.$1.1M1
327Advisors Asset Management, Inc.$1.1M1
328L.K. Benson & Company, P.C.$1.1M1
329Vise Technologies, Inc.$1.1M1
330CORA CAPITAL ADVISORS LLC$1.1M1
331Dai-ichi Life Insurance Company, Ltd$1.1M1
332WNY Asset Management, LLC$1.1M1
333Modern Wealth Management, LLC$1.0M1
334Haverford Trust Co$1.0M1
335Farringdon Capital, Ltd.$1.0M1
336Wealthspire Advisors, LLC$1.0M1
337DIVERSIFY WEALTH MANAGEMENT, LLC$1.0M1
338Tower Research Capital LLC (TRC)$1.0M1
339COLDSTREAM CAPITAL MANAGEMENT INC$1.0M1
340NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.0M1
341BEACON INVESTMENT ADVISORY SERVICES, INC.$1.0M1
342JGP Wealth Management, LLC$995K1
343Pure Financial Advisors, LLC$980K1
344Siemens Fonds Invest GmbH$979K1
345CIBC WORLD MARKET INC.$976K1
346Jefferies Financial Group Inc.$973K1
347ALERUS FINANCIAL NA$968K1
348Procyon Advisors, LLC$968K1
349RKL Wealth Management LLC$956K1
350Wedmont Private Capital$955K1
351Qtron Investments LLC$949K1
352MGO ONE SEVEN LLC$948K1
353Ashton Thomas Private Wealth, LLC$938K1
354Meeder Advisory Services, Inc.$937K1
355Aviance Capital Partners, LLC$931K1
356North Dakota State Investment Board$918K1
357KINTRA WEALTH, LLC$912K1
358AE Wealth Management LLC$902K1
359TrueWealth Advisors, LLC$900K1
360Metis Global Partners, LLC$899K1
361Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$890K1
362Vontobel Holding Ltd.$878K1
363DENALI ADVISORS LLC$872K1
364Sterling Investment Counsel, LLC$871K1
365Glenview Trust Co$868K1
366Carnegie Investment Counsel$865K1
367MIRABELLA FINANCIAL SERVICES LLP$854K1
368Taylor Securities Services, Inc.$854K1
369SECURIAN ASSET MANAGEMENT, INC$843K1
370Laird Norton Wetherby Trust Company, LLC$831K1
371Ruffer LLP$829K1
372Robeco Institutional Asset Management B.V.$828K1
373NOMURA HOLDINGS INC$823K1
374Invst, LLC$820K1
375Smartleaf Asset Management LLC$804K1
376Emergent Wealth Advisors, LLC$799K1
377Brooklyn Investment Group$799K1
378Bangor Savings Bank$798K1
379MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$762K1
380FIDELIS CAPITAL PARTNERS, LLC$760K1
381SeaCrest Wealth Management, LLC$744K1
382HOWE & RUSLING INC$741K1
383iSAM Funds (UK) Ltd$740K1
384CHOREO, LLC$738K1
385Meiji Yasuda Asset Management Co Ltd.$732K1
386Atlantic Union Bankshares Corp$724K1
387Kintegral Advisory, LLC$709K1
388Hedeker Wealth, LLC$699K1
389Brookstone Capital Management$698K1
390Ascent Group, LLC$686K1
391GREAT VALLEY ADVISOR GROUP, INC.$679K1
392Beacon Pointe Advisors, LLC$677K1
393JOHNSON INVESTMENT COUNSEL INC$676K1
394Western Wealth Management, LLC$676K1
395LVW Advisors, LLC$675K1
396Philip James Wealth Mangement, LLC$674K1
397Bryant Woods Investment Advisors, LLC$668K1
398Farrell Financial LLC$666K1
399Mutual Advisors, LLC$663K1
400GTS SECURITIES LLC$657K1
401Quadcap Wealth Management, LLC$651K1
402Onyx Bridge Wealth Group LLC$649K1
403BOOTHBAY FUND MANAGEMENT, LLC$642K1
404SUMMITRY LLC$625K1
405Envestnet Portfolio Solutions, Inc.$621K1
406EntryPoint Capital, LLC$620K1
407CFS Investment Advisory Services, LLC$604K1
408MATHER GROUP, LLC.$602K1
409FIL Ltd$594K1
410FULTON BANK, N.A.$590K1
411MEITAV INVESTMENT HOUSE LTD$587K1
412KEYBANK NATIONAL ASSOCIATION/OH$585K1
413CITIZENS FINANCIAL GROUP INC/RI$579K1
414JB Capital LLC$579K1
415J2 Capital Management Inc$577K1
416LEE JOHNSON CAPITAL MANAGEMENT, LLC$577K1
417Ballentine Partners, LLC$564K1
418Independence Financial Advisors, LLC$560K1
419Illinois Municipal Retirement Fund$560K1
4201248 Management, LLC$559K1
421PARSONS CAPITAL MANAGEMENT INC/RI$555K1
422FIDUCIARY TRUST CO$551K1
423MONTAG A & ASSOCIATES INC$550K1
424StoneX Group Inc.$550K1
425Snowden Capital Advisors LLC$541K1
426INDEPENDENT FINANCIAL GROUP, LLC$540K1
427Plancorp, LLC$540K1
428Silver Grove Financial Group, Inc.$534K1
429Joel Isaacson & Co., LLC$526K1
430Summit Financial, LLC$525K1
431Mystic Asset Management, Inc.$522K1
432VAUGHAN & Co SECURITIES, INC.$519K1
433Gotham Asset Management, LLC$518K1
434FLAGSHIP HARBOR ADVISORS, LLC$515K1
435Chicago Partners Investment Group LLC$511K1
436OneDigital Investment Advisors LLC$510K1
437Resonant Capital Advisors, LLC$507K1
438Cannell & Spears LLC$504K1
439TRITONPOINT WEALTH, LLC$499K1
440PFG Investments, LLC$496K1
441West Branch Capital LLC$488K1
442Westover Capital Advisors, LLC$487K1
443Everhart Financial Group, Inc.$484K1
444Compound Planning, Inc.$484K1
445SIGNATUREFD, LLC$483K1
446BAR HARBOR WEALTH MANAGEMENT$482K1
447Empirical Asset Management, LLC$482K1
448Sigma Planning Corp$480K1
449Marathon Mission, Inc.$476K1
450TEACHER RETIREMENT SYSTEM OF TEXAS$475K1
451MANGROVE PARTNERS IM, LLC$475K1
452Cornell Pochily Investment Advisors, Inc.$473K1
453Legacy Wealth Asset Management, LLC$472K1
454INTEGRITY ALLIANCE, LLC.$465K1
455SC&H Financial Advisors, Inc.$463K1
456Lewis Asset Management, LLC$462K1
457SAGESPRING WEALTH PARTNERS, LLC$462K1
458Independent Advisor Alliance$459K1
459INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$459K1
460Kathmere Capital Management, LLC$457K1
461Salvus Wealth Management, LLC$457K1
462EXCHANGE TRADED CONCEPTS, LLC$442K1
463Independent Solutions Wealth Management, LLC$441K1
464River Wealth Advisors LLC$441K1
465MISSION WEALTH MANAGEMENT, LP$440K1
466Columbia Bank$437K1
467Portfolio Design Labs, LLC$431K1
468MONECO ADVISORS, LLC$430K1
469NOTTINGHAM ADVISORS, INC.$429K1
470Mayflower Financial Advisors, LLC$426K1
471Breakwater Capital Group$426K1
472WELCH & FORBES LLC$423K1
473Prentice Wealth Management LLC$423K1
474Callan Family Office, LLC$419K1
475ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$416K1
476DELTEC ASSET MANAGEMENT LLC$413K1
477Charter Capital Management, LLC\DE$413K1
478GeoWealth Management, LLC$413K1
479Premier Path Wealth Partners, LLC$413K1
480KESTRA PRIVATE WEALTH SERVICES, LLC$411K1
481XML Financial, LLC$411K1
482TEMA ETFS LLC$408K1
483Kingsview Wealth Management, LLC$405K1
484Baader Bank Aktiengesellschaft$399K1
485TRAPHAGEN INVESTMENT ADVISORS LLC$398K1
486Frec Markets, Inc.$396K1
487Chicago Capital, LLC$395K1
488Waverly Advisors, LLC$393K1
489EXCALIBUR MANAGEMENT CORP$393K1
490Diversify Advisory Services, LLC$391K1
491Cornerstone Wealth Group, LLC$386K1
4921832 Asset Management L.P.$386K1
493Addison Advisors LLC$385K1
494GATEWAY INVESTMENT ADVISERS LLC$382K1
495FINANCIAL MANAGEMENT NETWORK INC$382K1
496Trust Asset Management LLC$381K1
497Sage Investment Counsel LLC$380K1
498BURNEY CO/$372K1
499WealthTrust Axiom LLC$371K1
500Financiere des Professionnels - Fonds d'investissement inc.$371K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MTB

RETAINED WINDOW · ACTIVE HITS

Zero hits on MTB in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for MTB · financials and macro

Financials — as filed PLANNED

MTB's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MTB on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing