Titelia

Funds holding NBT Bancorp Inc

ISIN US6287781024 · United States

Fund holders
275
Of which ETFs
74 201 other funds
Value held
≈ 1.1B $ 1.1B $ · 3.2M € · 5.1M SEK
Share of capital
43.3 % of 52M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 3,125,365154.3M $0.14 %6.01 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,573,60277.7M $0.00 %3.03 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,323,51065.3M $0.08 %2.55 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,135,28556M $0.03 %2.18 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 717,81235.4M $0.05 %1.38 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 596,69929.5M $0.03 %1.15 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 567,96729.9M $0.09 %1.09 %as of Jul 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 555,43827.4M $0.22 %1.07 %as of Jun 30, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 550,83429M $0.39 %1.06 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 482,85923.8M $0.16 %0.93 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 478,42723.6M $0.14 %0.92 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 447,32622.1M $0.28 %0.86 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 386,23819.1M $0.40 %0.74 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 380,90320.1M $0.12 %0.73 %as of Jul 31, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 352,13618.5M $0.39 %0.68 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 345,80118.2M $0.13 %0.67 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 332,79816.4M $0.14 %0.64 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 294,16515.5M $0.01 %0.57 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 276,81513.7M $0.13 %0.53 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 276,20014.5M $0.92 %0.53 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 273,08814.4M $0.07 %0.53 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 273,05212.6M $0.03 %0.53 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 270,08313.3M $0.28 %0.52 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 265,95913.1M $0.01 %0.51 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 263,16712.2M $0.07 %0.51 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 250,46211.6M $0.05 %0.48 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 242,08912M $0.11 %0.47 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 241,01611.9M $0.80 %0.46 %as of Jun 30, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 238,28211.8M $1.02 %0.46 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 215,29610.6M $0.18 %0.41 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 210,89811.1M $0.14 %0.41 %as of Jul 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 207,76010.9M $1.14 %0.40 %as of Jul 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 203,17510.7M $0.01 %0.39 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 180,9748.4M $0.14 %0.35 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 171,5869M $0.06 %0.33 %as of Jul 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 150,0236.9M $1.06 %0.29 %as of May 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 133,6657M $0.04 %0.26 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 131,0476.9M $0.01 %0.25 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 127,8586.3M $0.37 %0.25 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 125,8655.8M $0.02 %0.24 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 125,7886.6M $0.09 %0.24 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 120,7946.4M $0.08 %0.23 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 114,8265.3M $0.28 %0.22 %as of May 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 112,2805.5M $0.42 %0.22 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 105,0124.9M $0.00 %0.20 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 103,0014.8M $0.17 %0.20 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 101,5765M $0.23 %0.20 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 98,6704.6M $0.05 %0.19 %as of May 31, 2026 ↗
Small Cap Value Fund Northern Funds 96,5824.8M $0.69 %0.19 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 95,1075M $0.01 %0.18 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 94,5394.7M $0.08 %0.18 %as of Jun 30, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 90,3154.8M $1.69 %0.17 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 84,4723.9M $0.03 %0.16 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 84,2604.2M $0.00 %0.16 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 83,6844.4M $0.01 %0.16 %as of Jul 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 80,8314M $0.14 %0.16 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 79,7913.7M $0.00 %0.15 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 78,0943.6M $0.14 %0.15 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 72,6593.6M $0.16 %0.14 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 68,3093.6M $0.09 %0.13 %as of Jul 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 66,5053.3M $0.48 %0.13 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 59,8002.8M $0.00 %0.12 %as of May 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 56,3012.8M $0.07 %0.11 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 53,0082.8M $0.20 %0.10 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 45,1172.2M $0.14 %0.09 %as of Jun 30, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 43,9812.2M $1.70 %0.08 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 40,6861.9M $0.80 %0.08 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,7862.1M $0.04 %0.08 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 39,5752.1M $0.01 %0.08 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 38,3281.8M $0.14 %0.07 %as of May 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 38,3192M $0.15 %0.07 %as of Jul 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 37,9582M $0.21 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 36,6391.8M $0.08 %0.07 %as of Jun 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 36,6131.8M $0.12 %0.07 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 35,3921.9M $0.00 %0.07 %as of Jul 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 34,7391.7M $0.13 %0.07 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 34,1531.7M $0.14 %0.07 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 33,7391.6M $0.01 %0.06 %as of May 31, 2026 ↗
Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust 33,6501.7M $1.51 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 33,1971.7M $0.00 %0.06 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 32,9811.7M $0.00 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 30,8531.4M $0.00 %0.06 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 29,7791.6M $0.06 %0.06 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 28,6221.4M $0.07 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 28,2721.5M $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 26,7511.3M $0.00 %0.05 %as of Jun 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 26,4891.2M $0.16 %0.05 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 26,4881.4M $0.06 %0.05 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 26,1631.3M $0.08 %0.05 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 24,9861.2M $0.17 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 24,8221.3M $0.09 %0.05 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 24,5191.1M $0.06 %0.05 %as of May 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 24,2831.3M $0.15 %0.05 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 24,1811.2M $0.04 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 24,1681.2M $0.00 %0.05 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 23,2991.2M $0.29 %0.04 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 22,4931M $0.01 %0.04 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 20,469946.5K $0.07 %0.04 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 19,545903.8K $0.01 %0.04 %as of May 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 19,3431M $0.11 %0.04 %as of Jul 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Financial Industries Trust John Hancock Variable Insurance Trust 1.70 %as of Jun 30, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 1.69 %as of Jul 31, 2026 ↗
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 1.63 %as of May 31, 2026 ↗
Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust 1.51 %as of Jun 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 1.14 %as of Jul 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 1.06 %as of May 31, 2026 ↗
MICROBANK SI IMPACTO RENTA VARIABLE, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. 1.06 %as of Dec 31, 2025 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 1.03 %as of Jun 30, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 1.02 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 0.92 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q3270-122,463,802+9.6 %
2026Q2271+220,500,507+2.5 %
2026Q1269+419,996,218-1.0 %
2025Q4265-1120,193,777-3.8 %
2025Q3276+1020,983,616+6.3 %
2025Q2266+1919,740,459+1.0 %
2025Q1247+819,553,193+0.4 %
2024Q4239+619,472,490+0.4 %
2024Q3233-319,388,643+1.3 %
2024Q2236+419,132,091+5.4 %
2024Q1232-1318,148,129-2.6 %
2023Q424518,636,358

Institutional managers

287 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.7,400,090315.1M $as of Mar 31, 2026
STATE STREET CORP2,486,293105.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,330,97599.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,329,78856.6M $as of Mar 31, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC692,78229.5M $as of Mar 31, 2026
NORTHERN TRUST CORP683,48129.1M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC669,85228.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC615,58726.2M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE560,25923.9M $as of Mar 31, 2026
Bank of New York Mellon Corp452,91719.3M $as of Mar 31, 2026
MORGAN STANLEY443,59818.9M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC437,76018.5M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.403,49717.2M $as of Mar 31, 2026
Nuveen, LLC372,06015.8M $as of Mar 31, 2026
Qube Research & Technologies Ltd295,18712.6M $as of Mar 31, 2026
Ceredex Value Advisors LLC268,25011.4M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC260,91611.1M $as of Mar 31, 2026
NBT BANK N A /NY260,47011.1M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC254,34210.8M $as of Mar 31, 2026
CITADEL ADVISORS LLC247,94810.6M $as of Mar 31, 2026
PL Capital Advisors, LLC208,0308.9M $as of Mar 31, 2026
JPMORGAN CHASE & CO204,6398.6M $as of Mar 31, 2026
Public Sector Pension Investment Board187,1428M $as of Mar 31, 2026
UBS Group AG186,2197.9M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC182,4167.8M $as of Mar 31, 2026

Declared shareholders of NBT Bancorp Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
STATE STREET CORPORATION 5.30 %2,731,491as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding NBT Bancorp Inc". https://titelia.com/en/stocks/nbt-bancorp-inc-US6287781024