Filing Research | NBTB - NBT BANCORP INC Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	96.0KSH	$4.8M
2	TOMPKINS FINANCIAL CORP	Shares	37.5KSH	$1.9M
3	Linden Thomas Advisory Services, LLC	Shares	36.1KSH	$1.8M
4	Members Advisory Group LLC	Shares	33.5KSH	$1.7M
5	MISSION WEALTH MANAGEMENT, LP	Shares	27.1KSH	$1.3M
6	IFP Advisors, Inc	Shares	25.0KSH	$1.2M
7	Louisiana State Employees Retirement System	Shares	22.8KSH	$1.1M
8	Financial Planning Hawaii, Inc.	Shares	15.4KSH	$762.2K
9	Police & Firemen's Retirement System of New Jersey	Shares	15.3KSH	$755.0K
10	PEOPLES FINANCIAL SERVICES CORP.	Shares	15.0KSH	$740.4K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.9KSH	$686.6K
12	FENIMORE ASSET MANAGEMENT INC	Shares	13.4KSH	$659.3K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.3KSH	$608.9K
14	Shelter Rock Management, LLC	Shares	12.2KSH	$600.5K
15	Stonebridge Financial Group, LLC	Shares	11.5KSH	$569.3K
16	Stablepoint Partners, LLC	Shares	11.1KSH	$548.9K
17	Cornell Pochily Investment Advisors, Inc.	Shares	7.6KSH	$372.8K
18	FIRST CITIZENS BANK & TRUST CO	Shares	6.7KSH	$330.6K
19	Envestnet Portfolio Solutions, Inc.	Shares	6.5KSH	$319.6K
20	BUFFALO BUSINESS & ESTATE SERVICES LTD	Principal	4.8KPRN	$236.2K
21	BURNEY CO/	Shares	4.2KSH	$206.6K
22	UNION SAVINGS BANK	Shares	3.7KSH	$184.5K
23	HARBOR INVESTMENT ADVISORY, LLC	Shares	3.6KSH	$178.9K
24	Farther Finance Advisors, LLC	Shares	3.4KSH	$166.2K
25	BIRCHBROOK, INC.	Shares	3.0KSH	$147.7K
26	GAMMA Investing LLC	Shares	2.4KSH	$116.1K
27	Blue Trust, Inc.	Shares	749SH	$37.0K
28	Crews Bank & Trust	Shares	702SH	$34.7K
29	EverSource Wealth Advisors, LLC	Shares	430SH	$21.2K
30	Spire Wealth Management	Shares	207SH	$10.2K
31	Versant Capital Management, Inc	Shares	163SH	$8.0K
32	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	138SH	$6.8K
33	Cedar Mountain Advisors, LLC	Shares	89SH	$4.4K
34	SJS Investment Consulting Inc.	Shares	62SH	$3.1K
35	SALEM INVESTMENT COUNSELORS INC	Shares	40SH	$2.0K
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	37.7KSH	$1.9K
37	FARMERS & MERCHANTS INVESTMENTS INC	Shares	29SH	$1.4K
38	True Wealth Design, LLC	Shares	22SH	$1.1K
39	State of Alaska, Department of Revenue	Shares	19.4KSH	$958
40	AMALGAMATED BANK	Shares	14.0KSH	$690
41	Handelsbanken Fonder AB	Shares	12.7KSH	$627
42	JFS WEALTH ADVISORS, LLC	Shares	12SH	$593
43	GILPIN WEALTH MANAGEMENT, LLC	Shares	8SH	$395
44	Creative Capital Management Investments LLC	Shares	5SH	$247
45	Fortitude Family Office, LLC	Shares	4SH	$197
46	Davis Capital Management	Shares	3SH	$148
47	GHP Investment Advisors, Inc.	Shares	1SH	$50
48	LRI Investments, LLC	Shares	1SH	$49
49	Capital Advisors, Ltd. LLC	Shares	4SH	$0

Manager changes2026-06-30 vs 2026-03-31

50 / 52 loaded

#		Instrument
1	Linden Thomas Advisory Services, LLC new	Shares	+36.1K	+$1.8M	$1.8M
2	MISSION WEALTH MANAGEMENT, LP new	Shares	+27.1K	+$1.3M	$1.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-7.5K	+$362.0K	$4.8M
4	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+4.8K	+$236.2K	$236.2K
5	Members Advisory Group LLC unchanged	Shares	0	+$227.6K	$1.7M
6	TOMPKINS FINANCIAL CORP trimmed	Shares	-688	+$225.6K	$1.9M
7	BURNEY CO/ new	Shares	+4.2K	+$206.6K	$206.6K
8	IFP Advisors, Inc added	Shares	+216	+$179.2K	$1.2M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+1.1K	+$151.4K	$755.0K
10	Louisiana State Employees Retirement System trimmed	Shares	-400	+$137.8K	$1.1M
11	Financial Planning Hawaii, Inc. unchanged	Shares	0	+$104.8K	$762.2K
12	PEOPLES FINANCIAL SERVICES CORP. unchanged	Shares	0	+$101.8K	$740.4K
13	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+33	+$95.8K	$686.6K
14	Shelter Rock Management, LLC unchanged	Shares	0	+$82.6K	$600.5K
15	Stonebridge Financial Group, LLC added	Shares	+1	+$78.3K	$569.3K
16	Stablepoint Partners, LLC trimmed	Shares	-110	+$70.8K	$548.9K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-604	+$58.0K	$608.9K
18	Cornell Pochily Investment Advisors, Inc. added	Shares	+10	+$51.7K	$372.8K
19	FENIMORE ASSET MANAGEMENT INC trimmed	Shares	-1.1K	+$42.8K	$659.3K
20	Farther Finance Advisors, LLC added	Shares	+463	+$41.3K	$166.2K
21	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-154	+$38.9K	$330.6K
22	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-143	+$37.9K	$319.6K
23	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$24.6K	$178.9K
24	GAMMA Investing LLC added	Shares	+104	+$20.4K	$116.1K
25	BIRCHBROOK, INC. unchanged	Shares	0	+$20.3K	$147.7K
26	Blue Trust, Inc. added	Shares	+95	+$9.1K	$37.0K
27	Crews Bank & Trust unchanged	Shares	0	+$4.8K	$34.7K
28	SJS Investment Consulting Inc. added	Shares	+43	+$2.3K	$3.1K
29	Spire Wealth Management unchanged	Shares	0	+$1.4K	$10.2K
30	Versant Capital Management, Inc unchanged	Shares	0	+$1.1K	$8.0K
31	True Wealth Design, LLC added	Shares	+14	+$746	$1.1K
32	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$731	$6.8K
33	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$604	$4.4K
34	JFS WEALTH ADVISORS, LLC added	Shares	+10	+$507	$593
35	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.4K	+$317	$1.9K
36	Creative Capital Management Investments LLC new	Shares	+5	+$247	$247
37	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$197	$1.4K
38	Davis Capital Management new	Shares	+3	+$148	$148
39	Handelsbanken Fonder AB unchanged	Shares	0	+$86	$627
40	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$54	$395
41	AMALGAMATED BANK trimmed	Shares	-1.1K	+$50	$690
42	LRI Investments, LLC new	Shares	+1	+$49	$49
43	Fortitude Family Office, LLC unchanged	Shares	0	+$27	$197
44	GHP Investment Advisors, Inc. unchanged	Shares	0	+$7	$50
45	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
46	State of Alaska, Department of Revenue trimmed	Shares	-8.7K	-$237	$958
47	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-24	-$751	$2.0K
48	Sound Income Strategies, LLC exited	Shares	-147	-$6.3K	$0
49	EverSource Wealth Advisors, LLC trimmed	Shares	-316	-$10.5K	$21.2K
50	UNION SAVINGS BANK trimmed	Shares	-2.5K	-$82.9K	$184.5K

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