MBWM

Institutional Ownership

Top 282 Institutional Holders
HolderSharesDateChange% Held
Versant Capital Management, Inc300Sep 30, 26--0.00%
BlackRock, Inc.1.53MJun 30, 26+145.68K8.88%
WELLINGTON MANAGEMENT GROUP LLP1.09MJun 30, 26-101.03K6.30%
DIMENSIONAL FUND ADVISORS LP1.05MJun 30, 26+13.95K6.06%
VANGUARD CAPITAL MANAGEMENT LLC735.61KJun 30, 26+31.29K4.26%
AMERICAN CENTURY COMPANIES INC625.01KJun 30, 26+63.55K3.62%
STATE STREET CORP598.64KJun 30, 26+96.17K3.47%
GEODE CAPITAL MANAGEMENT, LLC466.41KJun 30, 26+31.40K2.70%
RENAISSANCE TECHNOLOGIES LLC446.61KJun 30, 26-25.60K2.59%
NORTH STAR ASSET MANAGEMENT INC377.43KJun 30, 26-5.75K2.18%
VANGUARD PORTFOLIO MANAGEMENT LLC290.09KJun 30, 26+14.77K1.68%
LSV ASSET MANAGEMENT280.79KJun 30, 26-2.40K1.63%
NORTHERN TRUST CORP240.67KJun 30, 26+8.07K1.39%
Tributary Capital Management, LLC218.15KJun 30, 26-6.49K1.26%
TWO SIGMA INVESTMENTS, LP213.74KJun 30, 26+32.09K1.24%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC192.50KJun 30, 26+1.35K1.11%
Sixth Street Partners Management Company, L.P.144.19KJun 30, 26+144.19K0.83%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC144.19KJun 30, 26+3.74K0.83%
JPMORGAN CHASE & CO140.10KJun 30, 26-8.76K0.81%
AQR CAPITAL MANAGEMENT LLC137.73KJun 30, 26-8.99K0.80%
BANC FUNDS CO LLC131.16KJun 30, 26--0.76%
MERCER GLOBAL ADVISORS INC /ADV127.92KJun 30, 26-1.33K0.74%
MORGAN STANLEY123.03KJun 30, 26-4.21K0.71%
VANGUARD FIDUCIARY TRUST CO112.72KJun 30, 26+2.46K0.65%
GOLDMAN SACHS GROUP INC101.03KJun 30, 26-11.69K0.58%
Bank of New York Mellon Corp98.10KJun 30, 26+5.44K0.57%
rhino investment partners, Inc93.92KJun 30, 26+93.92K0.54%
CITADEL ADVISORS LLC93.09KJun 30, 26+64.16K0.54%
Siena Capital Partners GP, LLC83.97KJun 30, 26--0.49%
De Lisle Partners LLP75.65KJun 30, 26--0.44%
jvl associates llc67.19KJun 30, 26+1.69K0.39%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP64.90KJun 30, 26--0.38%
ENVESTNET ASSET MANAGEMENT INC62.02KJun 30, 26-3.88K0.36%
MALTESE CAPITAL MANAGEMENT LLC60.00KJun 30, 26+60.00K0.35%
Abundance Wealth Counselors56.18KJun 30, 26+56.18K0.33%
FRANKLIN RESOURCES INC55.46KJun 30, 26+2.38K0.32%
AMERIPRISE FINANCIAL INC55.19KJun 30, 26+610.32%
Elizabeth Park Capital Advisors, Ltd.50.97KJun 30, 26--0.30%
HRT FINANCIAL LP48.93KJun 30, 26+48.93K0.28%
Connor, Clark & Lunn Investment Management Ltd.48.39KJun 30, 26-4580.28%
RAYMOND JAMES FINANCIAL INC47.32KJun 30, 26-8380.27%
John W. Rosenthal Capital Management, Inc.45.00KJun 30, 26--0.26%
WELLS FARGO & COMPANY/MN40.98KJun 30, 26+8.23K0.24%
BRIDGEWAY CAPITAL MANAGEMENT, LLC40.97KJun 30, 26-85.30K0.24%
Quantinno Capital Management LP40.94KJun 30, 26+14.21K0.24%
Nuveen, LLC39.56KJun 30, 26+8.71K0.23%
Creative Planning39.20KJun 30, 26+2.82K0.23%
Swiss National Bank32.90KJun 30, 26+2.50K0.19%
Empowered Funds, LLC30.97KJun 30, 26-48.00K0.18%
LaFleur & Godfrey LLC30.59KJun 30, 26-9040.18%
RMB Capital Management, LLC26.65KJun 30, 26--0.15%
UBS Group AG26.49KJun 30, 26-9.15K0.15%
ADVISOR GROUP HOLDINGS, INC.25.27KJun 30, 26-820.15%
UBS ASSET MANAGEMENT AMERICAS INC24.13KJun 30, 26-1680.14%
BANK OF AMERICA CORP /DE/24.03KJun 30, 26-12.74K0.14%
Invesco Ltd.23.69KJun 30, 26+1.14K0.14%
XTX Topco Ltd23.12KJun 30, 26+14.41K0.13%
Buckingham Strategic Partners22.73KJun 30, 26-7050.13%
CREDIT AGRICOLE S A22.44KJun 30, 26--0.13%
BARCLAYS PLC21.94KJun 30, 26+7430.13%
State of New Jersey Common Pension Fund D21.76KJun 30, 26+21.76K0.13%
ALLIANCEBERNSTEIN L.P.21.56KJun 30, 26+160.12%
RHUMBLINE ADVISERS21.41KJun 30, 26+8210.12%
Man Group plc19.92KJun 30, 26+3.47K0.12%
Discipline Wealth Solutions, LLC19.83KJun 30, 26--0.11%
Cerity Partners LLC19.63KJun 30, 26-1.74K0.11%
VICTORY CAPITAL MANAGEMENT INC19.45KJun 30, 26+1.25K0.11%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM19.01KJun 30, 26+3.62K0.11%
FEDERATED HERMES, INC.18.00KJun 30, 26+2.38K0.10%
DEUTSCHE BANK AG\17.93KJun 30, 26+5.32K0.10%
IEQ CAPITAL, LLC17.70KJun 30, 26-2.37K0.10%
BAILARD, INC.17.60KJun 30, 26+2000.10%
CITIGROUP INC17.60KJun 30, 26+6.50K0.10%
Baird Financial Group, Inc.17.48KJun 30, 26--0.10%
Pathstone Holdings, LLC17.38KJun 30, 26-5690.10%
Round Hill Asset Management16.93KJun 30, 26--0.10%
WEDGE CAPITAL MANAGEMENT L L P/NC16.16KJun 30, 26-2560.09%
FIDUCIARY FINANCIAL ADVISORS15.92KJun 30, 26+15.92K0.09%
CHICAGO TRUST Co NA15.59KJun 30, 26--0.09%
Atom Investors LP15.14KJun 30, 26+15.14K0.09%
STRS OHIO14.40KJun 30, 26+1.10K0.08%
LPL Financial LLC14.33KJun 30, 26-850.08%
PRICE T ROWE ASSOCIATES INC /MD/14.14KJun 30, 26+2.76K0.08%
LVM CAPITAL MANAGEMENT LTD/MI13.88KJun 30, 26-1000.08%
Hennion & Walsh Asset Management, Inc.13.22KJun 30, 26-760.08%
STATE OF WISCONSIN INVESTMENT BOARD12.94KJun 30, 26+3.46K0.07%
Legal & General Group Plc12.75KJun 30, 26-1.78K0.07%
VANGUARD ASSET MANAGEMENT, Ltd12.72KJun 30, 26+3.53K0.07%
Allianz Asset Management GmbH12.33KJun 30, 26--0.07%
BLAIR WILLIAM & CO/IL12.28KJun 30, 26+870.07%
CANADA PENSION PLAN INVESTMENT BOARD11.90KJun 30, 26--0.07%
Inspire Investing, LLC11.87KJun 30, 26+1.71K0.07%
Daytona Street Capital LLC11.86KJun 30, 26-4040.07%
JACOBS LEVY EQUITY MANAGEMENT, INC11.72KJun 30, 26-3990.07%
Point72 Asset Management, L.P.11.63KJun 30, 26+11.63K0.07%
SHAKESPEARE WEALTH MANAGEMENT, INC.11.57KJun 30, 26--0.07%
THRIVENT FINANCIAL FOR LUTHERANS11.42KJun 30, 26--0.07%
Strategies Wealth Advisors, LLC11.14KJun 30, 26+360.06%
JONES FINANCIAL COMPANIES LLLP10.97KJun 30, 26-3410.06%
Bluebird Wealth Management LLC10.61KJun 30, 26+10.61K0.06%
ROYAL BANK OF CANADA10.61KJun 30, 26-9530.06%
Janney Montgomery Scott LLC10.15KJun 30, 26+1190.06%
NATIXIS ADVISORS, L.P.10.14KJun 30, 26-5050.06%
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC10.10KJun 30, 26+10.10K0.06%
ALPS ADVISORS INC10.02KJun 30, 26+960.06%
BNP PARIBAS ARBITRAGE, SNC9.96KJun 30, 26+1.88K0.06%
MetLife Investment Management, LLC9.67KJun 30, 26+5900.06%
Rafferty Asset Management, LLC9.60KJun 30, 26-6380.06%
Azimuth Capital Investment Management LLC9.19KJun 30, 26--0.05%
STIFEL FINANCIAL CORP9.16KJun 30, 26+2.54K0.05%
Russell Investments Group, Ltd.8.89KJun 30, 26+6.41K0.05%
Modern Wealth Management, LLC8.67KJun 30, 26+620.05%
Allspring Global Investments Holdings, LLC8.63KJun 30, 26+2700.05%
Regal Investment Advisors LLC8.56KJun 30, 26-2.00K0.05%
SEI INVESTMENTS CO8.21KJun 30, 26-6.30K0.05%
FIFTH THIRD BANCORP8.03KJun 30, 26-5420.05%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7.93KJun 30, 26+250.05%
Sequoia Financial Advisors, LLC7.72KJun 30, 26+7.72K0.04%
FIRST NATIONAL BANK OF OMAHA7.27KJun 30, 26+270.04%
Farther Finance Advisors, LLC7.05KJun 30, 26-250.04%
Trexquant Investment LP6.95KJun 30, 26+6.95K0.04%
ASSOCIATED BANC-CORP6.89KJun 30, 26+6.89K0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6.77KJun 30, 26+6180.04%
Jupiter Topco LLC6.74KJun 30, 26+6.74K0.04%
TEACHER RETIREMENT SYSTEM OF TEXAS6.56KJun 30, 26-4.58K0.04%
HighTower Advisors, LLC6.43KJun 30, 26-4210.04%
NEW YORK STATE COMMON RETIREMENT FUND6.33KJun 30, 26-5000.04%
Vanguard Global Advisers, LLC6.26KJun 30, 26--0.04%
FIRST TRUST ADVISORS LP6.21KJun 30, 26-10.04%
SG Americas Securities, LLC6.08KJun 30, 26+3.10K0.04%
Blue Water Asset Management5.87KJun 30, 26+390.03%
EVERGREEN CAPITAL MANAGEMENT LLC5.82KJun 30, 26+5.82K0.03%
Susquehanna Portfolio Strategies, LLC5.59KJun 30, 26-3.22K0.03%
Sterling Capital Management LLC5.42KJun 30, 26-2100.03%
DekaBank Deutsche Girozentrale5.41KJun 30, 26--0.03%
Police & Firemen's Retirement System of New Jersey5.34KJun 30, 26+8030.03%
HARBOR CAPITAL ADVISORS, INC.5.25KJun 30, 26+5060.03%
GREENLEAF TRUST5.03KJun 30, 26+170.03%
HARBOUR INVESTMENTS, INC.4.82KJun 30, 26+3.82K0.03%
D. E. Shaw & Co., Inc.4.76KJun 30, 26+4.76K0.03%
626 Financial, LLC4.70KJun 30, 26-1750.03%
Arizona State Retirement System4.53KJun 30, 26+2870.03%
MANUFACTURERS LIFE INSURANCE COMPANY, THE4.50KJun 30, 26-1730.03%
Quantbot Technologies LP4.49KJun 30, 26+1.34K0.03%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM4.40KJun 30, 26--0.03%
JMN Financial LLC4.08KJun 30, 26+1130.02%
HUNTINGTON NATIONAL BANK4.00KJun 30, 26--0.02%
Old Mission Investment Co LLC3.98KJun 30, 26--0.02%
Ruggaard & Associates LLC3.97KJun 30, 26+3.97K0.02%
VOYA INVESTMENT MANAGEMENT LLC3.87KJun 30, 26+3.87K0.02%
MML INVESTORS SERVICES, LLC3.80KJun 30, 26+3.80K0.02%
Mariner, LLC3.77KJun 30, 26-1.45K0.02%
Swiss Life Asset Management Ltd3.74KJun 30, 26+3.74K0.02%
Well Done, LLC3.73KJun 30, 26+3.73K0.02%
INTECH INVESTMENT MANAGEMENT LLC3.70KJun 30, 26-4650.02%
AIGEN INVESTMENT MANAGEMENT, LP3.67KJun 30, 26+3.67K0.02%
Cambridge Investment Research Advisors, Inc.3.65KJun 30, 26+3.65K0.02%
SRS Capital Advisors, Inc.3.49KJun 30, 26+3.37K0.02%
Voleon Capital Management LP3.48KJun 30, 26-3.04K0.02%
KLP KAPITALFORVALTNING AS3.30KJun 30, 26--0.02%
US BANCORP \DE\3.21KJun 30, 26+4710.02%
Vanguard Investments Australia, Ltd.3.19KJun 30, 26--0.02%
Zurcher Kantonalbank (Zurich Cantonalbank)3.11KJun 30, 26--0.02%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO3.10KJun 30, 26--0.02%
GREAT WEST LIFE ASSURANCE CO /CAN/3.01KJun 30, 26-840.02%
FMR LLC2.75KJun 30, 26-10.33K0.02%
NISA INVESTMENT ADVISORS, LLC2.30KJun 30, 26+4260.01%
Tower Research Capital LLC (TRC)1.67KJun 30, 26+6050.01%
PNC FINANCIAL SERVICES GROUP, INC.1.63KJun 30, 26-510.01%
Ameritas Investment Partners, Inc.1.56KJun 30, 26+2350.01%
Integrated Wealth Concepts LLC944Jun 30, 26+9440.01%
BNP Paribas Asset Management Holding S.A.722Jun 30, 26+2300.00%
State of Alaska, Department of Revenue651Jun 30, 26--0.00%
FIRST HORIZON CORP541Jun 30, 26+5410.00%
Burnham & Co LLC500Jun 30, 26+5000.00%
IFP Advisors, Inc446Jun 30, 26+50.00%
TRUST CO OF TOLEDO NA /OH/403Jun 30, 26--0.00%
EverSource Wealth Advisors, LLC358Jun 30, 26-470.00%
Center for Financial Planning, Inc.283Jun 30, 26--0.00%
UMB Bank, n.a.253Jun 30, 26--0.00%
PRIVATE TRUST CO NA247Jun 30, 26-160.00%
GAMMA Investing LLC211Jun 30, 26--0.00%
Allworth Financial LP208Jun 30, 26+170.00%
Ronald Blue Trust, Inc.197Jun 30, 26+10.00%
Rockefeller Capital Management L.P.160Jun 30, 26+1600.00%
LOS ANGELES CAPITAL MANAGEMENT LLC128Jun 30, 26-8.59K0.00%
Parallel Advisors, LLC120Jun 30, 26+310.00%
Essential Partners LLC115Jun 30, 26-6300.00%
Optiver Holding B.V.112Jun 30, 26-160.00%
SIGNATUREFD, LLC100Jun 30, 26-710.00%
True Wealth Design, LLC82Jun 30, 26-90.00%
Aster Capital Management (DIFC) Ltd62Jun 30, 26+620.00%
NewEdge Advisors, LLC62Jun 30, 26--0.00%
ROTHSCHILD INVESTMENT LLC43Jun 30, 26-80.00%
Physician Wealth Advisors, Inc.34Jun 30, 26--0.00%
Global Retirement Partners, LLC33Jun 30, 26+330.00%
Fortitude Family Office, LLC25Jun 30, 26+250.00%
Kilter Group LLC24Jun 30, 26+230.00%
Bare Financial Services, Inc20Jun 30, 26+100.00%
CoreCap Advisors, LLC11Jun 30, 26+110.00%
Clearstead Advisors, LLC10Jun 30, 26+100.00%
SIMPLEX TRADING, LLC8Jun 30, 26+80.00%
Smartleaf Asset Management LLC5Jun 30, 26--0.00%
SJS Investment Consulting Inc.3Jun 30, 26--0.00%
TFC Financial Management, Inc.1Jun 30, 26--0.00%
Keating Financial Advisory Services, Inc.1Jun 30, 26+10.00%
LAZARD ASSET MANAGEMENT LLC--Jun 30, 26-17.57K--
Universal- Beteiligungs- und Servicegesellschaft mbH--Jun 30, 26-5.39K--
Squarepoint Ops LLC--Jun 30, 26-4.63K--
Abacus Wealth Partners, LLC--Jun 30, 26-6.32K--
QUADRANT CAPITAL GROUP LLC--Jun 30, 26-891--
ZACKS INVESTMENT MANAGEMENT--Jun 30, 26-6.94K--
PRUDENTIAL FINANCIAL INC--Jun 30, 26-7.11K--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO--Jun 30, 26-18--
LeClair Wealth Partners LLC--Jun 30, 26-5.83K--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-8--
PANAGORA ASSET MANAGEMENT INC--Jun 30, 26-7.89K--
MAI Capital Management--Jun 30, 26-42--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-12.69K--
Qube Research & Technologies Ltd--Jun 30, 26-21.01K--
Root Financial Partners, LLC--Jun 30, 26-26--
EP Wealth Advisors, LLC--Jun 30, 26-6.00K--
Aquatic Capital Management LLC--Jun 30, 26-336--
GSA CAPITAL PARTNERS LLP--Jun 30, 26-14.92K--
Y-Intercept (Hong Kong) Ltd--Jun 30, 26-14.03K--
JANE STREET GROUP, LLC--Jun 30, 26-4.65K--
Wakefield Asset Management LLLP--Jun 30, 26-22.83K--
ProShare Advisors LLC--Jun 30, 26-125.63K--
CWM, LLC10.34KMar 31, 26-9020.06%
Janus Henderson Group Ltd.6.74KMar 31, 26--0.04%
DGS Capital Management, LLC4.68KMar 31, 26+2990.03%
Skopos Labs, Inc.4.09KMar 31, 26+4.09K0.02%
Sunbelt Securities, Inc.2Mar 31, 26--0.00%
VANGUARD GROUP INC1.07MDec 31, 25+27.40K6.17%
TWO SIGMA ADVISERS, LP40.88KDec 31, 25+21.50K0.24%
Brandywine Global Investment Management, LLC33.15KDec 31, 25-1.30K0.19%
COMERICA BANK8.35KDec 31, 25+1830.05%
Quest Partners LLC5.20KDec 31, 25-4940.03%
Cubist Systematic Strategies, LLC6.59KSep 30, 25-6670.04%
PITCAIRN CO4.57KSep 30, 25-8270.03%
Point72 Asia (Singapore) Pte. Ltd.504Sep 30, 25+5040.00%
Point72 Europe (London) LLP176Sep 30, 25+1760.00%
Point72 (DIFC) Ltd141Sep 30, 25-310.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP1.84KJun 30, 25+1.84K0.01%
First Horizon Advisors, Inc.639Jun 30, 25-2560.00%
Lindbrook Capital, LLC62Mar 31, 25-30.00%
Nuveen Asset Management, LLC44.94KDec 31, 24+5.04K0.26%
ClariVest Asset Management LLC24.25KSep 30, 24--0.14%
BlackRock Inc.1.56MJun 30, 24+59.13K9.04%
CREDIT SUISSE AG/14.19KMar 31, 24+7830.08%
ADVISOR PARTNERS II, LLC6.67KSep 30, 23+6.67K0.04%
EA Series Trust36.04KJun 30, 23+36.04K0.21%
Sanford Advisory Services, LLC86.64KDec 31, 22--0.50%
Eidelman Virant Capital13.57KSep 30, 22--0.08%
WIPFLI FINANCIAL ADVISORS LLC,21Sep 30, 22+210.00%
Private Capital Group, LLC75Jun 30, 22--0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC87.44KMar 31, 22-5.21K0.51%
Azimuth Capital Management LLC9.19KMar 31, 22--0.05%
Amalgamated Financial Corp.1.85KMar 31, 22+1.85K0.01%
IndexIQ Advisors LLC--Mar 31, 22-13.01K--
Berman Capital Advisors, LLC112Sep 30, 21+710.00%
CHICAGO EQUITY PARTNERS LLC--Mar 31, 20-5.53K--
Advisor Group, Inc.4.53KDec 31, 19+2000.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.1.04KDec 31, 19+150.01%
TIAA CREF INVESTMENT MANAGEMENT LLC34.70KMar 31, 19+1.66K0.20%
TEACHERS ADVISORS, LLC31.52KMar 31, 19--0.18%
PEAK6 Group LLC--Jun 30, 18-10.98K--
Delpha Capital Management, LLC--Mar 31, 18-408--
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.31.65KDec 31, 17-18.70K0.18%
Independent Portfolio Consultants, Inc.14.91KJun 30, 17-1.42K0.09%
TFS CAPITAL LLC--Jun 30, 17-6.57K--
BlackRock Fund Advisors528.13KDec 31, 16+83.64K3.06%
BlackRock Institutional Trust Company, N.A.226.03KDec 31, 16+8171.31%
BlackRock Investment Management, LLC67.85KDec 31, 16-1.11K0.39%
BLACKROCK ADVISORS LLC9.20KDec 31, 16-1.31K0.05%
BlackRock Group LTD3.95KDec 31, 16+1.11K0.02%
Emerald Acquisition Ltd.24.44KSep 30, 16-17.86K0.14%
FIRSTMERIT BANK N A TRUSTEE32.70KJun 30, 16-4110.19%
RUSSELL FRANK CO/42.87KMar 31, 16+2.86K0.25%
BLACKTHORN INVESTMENT GROUP LLC--Sep 30, 15-10.15K--
UBS AG114Sep 30, 14-2.57K0.00%
LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST--Jun 30, 08-50.00K--

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.