Funds holding NBT Bancorp Inc
ISIN US6287781024 · United States
- Fund holders
- 276
- Of which ETFs
- 73 203 other funds
- Value held
- 877.8M $ 3.2M € · 5.1M SEK
- Share of capital
- 39.5 % of 52M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,224 | 95K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,219 | 94.8K $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 2,182 | 95.3K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 2,168 | 92.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,117 | 92.5K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 2,088 | 88.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 2,040 | 89.1K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 1,990 | 84.7K $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,963 | 83.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 1,962 | 85.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 1,842 | 78.7K $ | 0.15 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 1,651 | 72.1K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,633 | 69.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,587 | 69.3K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,581 | 69.1K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 1,559 | 68.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 1,457 | 62K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1,454 | 63.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,369 | 58.3K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,327 | 56.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 1,326 | 56.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 1,319 | 56.2K $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,269 | 54K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 1,230 | 52.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,226 | 52.4K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,223 | 52.2K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,217 | 51.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 1,213 | 51.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,082 | 46.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 1,074 | 45.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,028 | 43.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 979 | 41.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 922 | 39.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 913 | 39.9K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 909 | 39.7K $ | 0.50 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 883 | 37.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 725 | 31.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 669 | 28.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 648 | 28.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 605 | 25.8K $ | 0.64 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 577 | 25.2K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 573 | 24.5K $ | 0.10 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 561 | 24.5K $ | 0.21 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 532 | 22.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 527 | 22.4K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 479 | 20.9K $ | 0.13 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 410 | 17.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 405 | 17.2K $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 358 | 15.6K $ | 0.26 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 289 | 12.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 275 | 12K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 254 | 10.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 247 | 10.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 244 | 10.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 203 | 8.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 200 | 8.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 180 | 7.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 171 | 7.3K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 161 | 6.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 146 | 6.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 129 | 5.5K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 122 | 5.2K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 117 | 5K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 100 | 4.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 93 | 4.1K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 85 | 3.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 70 | 3K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 53 | 2.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 29 | 1.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 17 | 726.2 $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 13 | 553.5 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 9 | 393.2 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| CAIXABANK SI IMPACTO 0/60 RV, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. | 1.4M € | 0.38 % | as of Dec 31, 2025 ↗ | ||
| CAIXABANK SI IMPACTO 0/30 RV, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. | 855.1K € | 0.18 % | as of Dec 31, 2025 ↗ | ||
| CAIXABANK SI IMPACTO 50/100 RV, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. | 724.3K € | 0.62 % | as of Dec 31, 2025 ↗ | ||
| MICROBANK SI IMPACTO RENTA VARIABLE, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. | 263.1K € | 1.06 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 1.55 % | as of Feb 28, 2026 ↗ |
| Financial Industries Trust John Hancock Variable Insurance Trust | 1.54 % | as of Mar 31, 2026 ↗ |
| Financial Industries Fund John Hancock Investment Trust II | 1.47 % | as of Apr 30, 2026 ↗ |
| Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | 1.44 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 1.08 % | as of Mar 31, 2026 ↗ |
| MICROBANK SI IMPACTO RENTA VARIABLE, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. | 1.06 % | as of Dec 31, 2025 ↗ |
| Regional Bank Fund John Hancock Investment Trust II | 1.04 % | as of Apr 30, 2026 ↗ |
| Victory Integrity Small-Cap Value Fund Victory Portfolios | 1.02 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 0.92 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 0.74 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 271 | +2 | 20,500,507 | +2.5 % |
| 2026Q1 | 269 | +4 | 19,996,218 | -1.0 % |
| 2025Q4 | 265 | -11 | 20,193,777 | -3.8 % |
| 2025Q3 | 276 | +10 | 20,983,616 | +6.3 % |
| 2025Q2 | 266 | +19 | 19,740,459 | +1.0 % |
| 2025Q1 | 247 | +8 | 19,553,193 | +0.4 % |
| 2024Q4 | 239 | +6 | 19,472,490 | +0.4 % |
| 2024Q3 | 233 | -3 | 19,388,643 | +1.3 % |
| 2024Q2 | 236 | +4 | 19,132,091 | +5.4 % |
| 2024Q1 | 232 | -13 | 18,148,129 | -2.6 % |
| 2023Q4 | 245 | 18,636,358 |
Institutional managers
287 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 7,400,090 | 315.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,486,293 | 105.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,330,975 | 99.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,329,788 | 56.6M $ | as of Mar 31, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 692,782 | 29.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 683,481 | 29.1M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 669,852 | 28.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 615,587 | 26.2M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 560,259 | 23.9M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 452,917 | 19.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 443,598 | 18.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 437,760 | 18.5M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 403,497 | 17.2M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 372,060 | 15.8M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 295,187 | 12.6M $ | as of Mar 31, 2026 |
| Ceredex Value Advisors LLC | 268,250 | 11.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 260,916 | 11.1M $ | as of Mar 31, 2026 |
| NBT BANK N A /NY | 260,470 | 11.1M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 254,342 | 10.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 247,948 | 10.6M $ | as of Mar 31, 2026 |
| PL Capital Advisors, LLC | 208,030 | 8.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 204,639 | 8.6M $ | as of Mar 31, 2026 |
| Public Sector Pension Investment Board | 187,142 | 8M $ | as of Mar 31, 2026 |
| UBS Group AG | 186,219 | 7.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 182,416 | 7.8M $ | as of Mar 31, 2026 |
Declared shareholders of NBT Bancorp Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.70 % | 3,502,441 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.06 % | 2,642,426 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding NBT Bancorp Inc". https://titelia.com/en/stocks/nbt-bancorp-inc-US6287781024