MTBA(MTBA)
MTBA
$47.69—Stale · unknown old
NYSE • Last print unknown ago
$47.69—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 2.25M | Jun 30, 26 | -223.80K | 7.05% |
| MML INVESTORS SERVICES, LLC | 1.94M | Jun 30, 26 | +306.12K | 6.07% |
| WELLS FARGO & COMPANY/MN | 1.63M | Jun 30, 26 | -43.99K | 5.10% |
| Edge Wealth Management LLC | 1.09M | Jun 30, 26 | +19.40K | 3.41% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1.05M | Jun 30, 26 | -7.14K | 3.30% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 947.88K | Jun 30, 26 | +128.73K | 2.97% |
| Watchman Group, Inc. | 902.25K | Jun 30, 26 | +24.38K | 2.82% |
| CreativeOne Wealth, LLC | 714.43K | Jun 30, 26 | +65.13K | 2.24% |
| LPL Financial LLC | 544.30K | Jun 30, 26 | -38.35K | 1.70% |
| Tortoise Investment Management, LLC | 527.41K | Jun 30, 26 | +12.17K | 1.65% |
| Aprio Wealth Management, LLC | 485.12K | Jun 30, 26 | +21.79K | 1.52% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 401.94K | Jun 30, 26 | +22.43K | 1.26% |
| Hilton Capital Management, LLC | 398.75K | Jun 30, 26 | -456.65K | 1.25% |
| Pekin Hardy Strauss, Inc. | 383.51K | Jun 30, 26 | -26.52K | 1.20% |
| Proficio Capital Partners LLC | 338.53K | Jun 30, 26 | -45.21K | 1.06% |
| L2 Asset Management, LLC | 295.18K | Jun 30, 26 | -263.82K | 0.92% |
| WealthPlan Investment Management, LLC | 273.11K | Jun 30, 26 | -13.67K | 0.86% |
| ROYAL BANK OF CANADA | 248.44K | Jun 30, 26 | -43.34K | 0.78% |
| BAR HARBOR WEALTH MANAGEMENT | 240.30K | Jun 30, 26 | -5.03K | 0.75% |
| True Wealth Design, LLC | 220.18K | Jun 30, 26 | -9.73K | 0.69% |
| COMMONWEALTH EQUITY SERVICES, LLC | 199.27K | Jun 30, 26 | -28.38K | 0.62% |
| Sanctuary Advisors, LLC | 194.82K | Jun 30, 26 | +34.92K | 0.61% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 194.58K | Jun 30, 26 | -815 | 0.61% |
| JPMORGAN CHASE & CO | 179.02K | Jun 30, 26 | +33.26K | 0.56% |
| Toroso Investments, LLC | 173.77K | Jun 30, 26 | +61.02K | 0.54% |
| FIRST AMERICAN TRUST, FSB | 158.65K | Jun 30, 26 | +16.97K | 0.50% |
| COMPASS CAPITAL CORP /MA/ /ADV | 154.33K | Jun 30, 26 | -14.58K | 0.48% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 152.03K | Jun 30, 26 | -23.91K | 0.48% |
| Ethos Financial Group, LLC | 135.54K | Jun 30, 26 | -76.34K | 0.42% |
| Fort Sheridan Advisors LLC | 127.29K | Jun 30, 26 | +7.63K | 0.40% |
| ABBINGTON INVESTMENT GROUP | 121.55K | Jun 30, 26 | -8.95K | 0.38% |
| NWAM LLC | 116.62K | Jun 30, 26 | -19.04K | 0.37% |
| Janney Montgomery Scott LLC | 113.31K | Jun 30, 26 | -74.58K | 0.35% |
| Keel Point, LLC | 104.80K | Jun 30, 26 | +66.43K | 0.33% |
| Calamos Advisors LLC | 104.18K | Jun 30, 26 | -14.88K | 0.33% |
| WEDBUSH SECURITIES INC | 98.96K | Jun 30, 26 | +26.84K | 0.31% |
| Breakwater Capital Group | 95.39K | Jun 30, 26 | -17.20K | 0.30% |
| Seneca House Advisors | 83.50K | Jun 30, 26 | -35.33K | 0.26% |
| J.W. COLE ADVISORS, INC. | 70.44K | Jun 30, 26 | +7.67K | 0.22% |
| Beckerman Institutional, LLC | 65.67K | Jun 30, 26 | +800 | 0.21% |
| Park Edge Advisors, LLC | 64.05K | Jun 30, 26 | +2.68K | 0.20% |
| Lifetime Wealth Management P.C. | 58.05K | Jun 30, 26 | -2.17K | 0.18% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 55.69K | Jun 30, 26 | +6.74K | 0.17% |
| Western Wealth Management, LLC | 55.11K | Jun 30, 26 | +3.14K | 0.17% |
| FIRST NATIONAL BANK SIOUX FALLS | 52.52K | Jun 30, 26 | -- | 0.16% |
| Anchor Investment Management, LLC | 52.26K | Jun 30, 26 | -461 | 0.16% |
| FIRST MANHATTAN CO. LLC. | 50.00K | Jun 30, 26 | -- | 0.16% |
| TRUIST FINANCIAL CORP | 40.29K | Jun 30, 26 | -45.71K | 0.13% |
| Arkadios Wealth Advisors | 38.67K | Jun 30, 26 | +38.67K | 0.12% |
| Dakota Wealth Management | 33.79K | Jun 30, 26 | +33.79K | 0.11% |
| PRIVATE CLIENT SERVICES, LLC | 33.00K | Jun 30, 26 | -17.86K | 0.10% |
| Patten Group, Inc. | 31.88K | Jun 30, 26 | -7.20K | 0.10% |
| Citizens National Bank Trust Department | 31.54K | Jun 30, 26 | +344 | 0.10% |
| Advisory Services Network, LLC | 31.41K | Jun 30, 26 | -8.99K | 0.10% |
| HARMONY ASSET MANAGEMENT LLC | 31.00K | Jun 30, 26 | +2.40K | 0.10% |
| GOLDMAN SACHS GROUP INC | 30.78K | Jun 30, 26 | +30.78K | 0.10% |
| Ameritas Advisory Services, LLC | 28.45K | Jun 30, 26 | +28.45K | 0.09% |
| SMITH, MOORE & CO. | 28.42K | Jun 30, 26 | +2.55K | 0.09% |
| Continuum Advisory, LLC | 27.00K | Jun 30, 26 | +398 | 0.08% |
| HighTower Advisors, LLC | 26.31K | Jun 30, 26 | -1.35K | 0.08% |
| Crumly & Associates Inc. | 25.74K | Jun 30, 26 | -34.36K | 0.08% |
| GK Wealth Management LLC | 24.65K | Jun 30, 26 | +24.65K | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 24.40K | Jun 30, 26 | +768 | 0.08% |
| Longview Financial Advisors, Inc. | 24.15K | Jun 30, 26 | -173 | 0.08% |
| Brinker Capital Investments, LLC | 23.98K | Jun 30, 26 | -34.59K | 0.08% |
| Rockefeller Capital Management L.P. | 23.45K | Jun 30, 26 | -4.64K | 0.07% |
| MORGAN STANLEY | 23.05K | Jun 30, 26 | +274 | 0.07% |
| BENJAMIN EDWARDS INC | 22.55K | Jun 30, 26 | -36.62K | 0.07% |
| Sequoia Financial Advisors, LLC | 22.39K | Jun 30, 26 | +22.39K | 0.07% |
| Spire Wealth Management | 22.10K | Jun 30, 26 | -- | 0.07% |
| Ancora Advisors, LLC | 22.00K | Jun 30, 26 | -- | 0.07% |
| Mosley Wealth Management | 21.81K | Jun 30, 26 | +18.24K | 0.07% |
| Knights of Columbus Asset Advisors LLC | 21.26K | Jun 30, 26 | +12.71K | 0.07% |
| Cambridge Advisors Inc. | 20.95K | Jun 30, 26 | +1.45K | 0.07% |
| Hegarty Advisors, LLC | 20.74K | Jun 30, 26 | -1.27K | 0.06% |
| Colony Group, LLC | 20.27K | Jun 30, 26 | -- | 0.06% |
| WealthPLAN Partners, LLC | 20.11K | Jun 30, 26 | +8.33K | 0.06% |
| Private Advisor Group, LLC | 19.56K | Jun 30, 26 | -86.51K | 0.06% |
| Legacy Wealth Advisors, LLC | 19.17K | Jun 30, 26 | +6 | 0.06% |
| Maridea Wealth Management LLC | 17.39K | Jun 30, 26 | -2.08K | 0.05% |
| BANK OF MONTREAL /CAN/ | 16.91K | Jun 30, 26 | -138.33K | 0.05% |
| Sharp Financial Services, LLC | 14.46K | Jun 30, 26 | +5.47K | 0.05% |
| Quantinno Capital Management LP | 13.96K | Jun 30, 26 | +511 | 0.04% |
| Keeler THomas Management LLC | 13.86K | Jun 30, 26 | +13.86K | 0.04% |
| CI Private Wealth, LLC | 12.64K | Jun 30, 26 | -1.82K | 0.04% |
| FLOW TRADERS U.S. LLC | 12.58K | Jun 30, 26 | -3.86K | 0.04% |
| Pathstone Holdings, LLC | 12.57K | Jun 30, 26 | +12.57K | 0.04% |
| KENNEDY INVESTMENT GROUP | 12.10K | Jun 30, 26 | +4.03K | 0.04% |
| Steel Peak Wealth Management LLC | 12.05K | Jun 30, 26 | +12.05K | 0.04% |
| Andina Capital Management, LLC | 12.02K | Jun 30, 26 | -33.70K | 0.04% |
| Nautilus Advisors LLC | 11.67K | Jun 30, 26 | -1.18K | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11.29K | Jun 30, 26 | -12.17K | 0.04% |
| Envestnet Portfolio Solutions, Inc. | 11.14K | Jun 30, 26 | -29.02K | 0.03% |
| BAM Wealth Management, LLC | 11.13K | Jun 30, 26 | +4.29K | 0.03% |
| HRT FINANCIAL LP | 10.93K | Jun 30, 26 | +10.93K | 0.03% |
| PFG Investments, LLC | 10.91K | Jun 30, 26 | +268 | 0.03% |
| RAYMOND JAMES FINANCIAL INC | 10.66K | Jun 30, 26 | +6.34K | 0.03% |
| Venturi Wealth Management, LLC | 10.57K | Jun 30, 26 | -99 | 0.03% |
| STRATEGY ASSET MANAGERS LLC | 10.40K | Jun 30, 26 | +227 | 0.03% |
| CIBC WORLD MARKET INC. | 10.34K | Jun 30, 26 | +500 | 0.03% |
| PRINCIPAL SECURITIES, INC. | 10.04K | Jun 30, 26 | -6.15K | 0.03% |
| Vident Advisory, LLC | 9.98K | Jun 30, 26 | +1.13K | 0.03% |
| CITADEL ADVISORS LLC | 9.78K | Jun 30, 26 | -73.81K | 0.03% |
| Revisor Wealth Management LLC | 9.21K | Jun 30, 26 | +1.89K | 0.03% |
| MGO ONE SEVEN LLC | 8.90K | Jun 30, 26 | +2.13K | 0.03% |
| Mutual Advisors, LLC | 8.53K | Jun 30, 26 | +2.36K | 0.03% |
| KINGSWOOD WEALTH ADVISORS, LLC | 8.29K | Jun 30, 26 | +250 | 0.03% |
| Steward Partners Investment Advisory, LLC | 7.57K | Jun 30, 26 | +228 | 0.02% |
| Advocacy Wealth Management Services, LLC | 7.45K | Jun 30, 26 | -111 | 0.02% |
| GFS Advisors, LLC | 7.38K | Jun 30, 26 | -1.74K | 0.02% |
| Atlas Brown,Inc. | 6.95K | Jun 30, 26 | -- | 0.02% |
| PEAK FINANCIAL ADVISORS LLC | 6.50K | Jun 30, 26 | -336.55K | 0.02% |
| Magnolia Private Wealth, LLC | 6.49K | Jun 30, 26 | +86 | 0.02% |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 6.21K | Jun 30, 26 | -805 | 0.02% |
| Trust Point Inc. | 6.15K | Jun 30, 26 | +6.15K | 0.02% |
| Independent Advisor Alliance | 6.04K | Jun 30, 26 | -101.31K | 0.02% |
| Straight Path Wealth Management | 6.04K | Jun 30, 26 | -- | 0.02% |
| MATHER GROUP, LLC. | 5.85K | Jun 30, 26 | -2.65K | 0.02% |
| Ironsides Asset Advisors, LLC | 5.84K | Jun 30, 26 | -- | 0.02% |
| FIFTH THIRD BANCORP | 5.77K | Jun 30, 26 | -558 | 0.02% |
| STEINBERGANNA WEALTH MANAGEMENT | 5.55K | Jun 30, 26 | -7.10K | 0.02% |
| Seelaus Asset Management LLC | 5.09K | Jun 30, 26 | -385 | 0.02% |
| Prime Capital Investment Advisors, LLC | 5.02K | Jun 30, 26 | +793 | 0.02% |
| Vawter Financial, Ltd. | 4.97K | Jun 30, 26 | -- | 0.02% |
| WHITTIER TRUST CO | 4.96K | Jun 30, 26 | +4 | 0.02% |
| Caerus Investment Advisors, LLC | 4.81K | Jun 30, 26 | +4.81K | 0.02% |
| BANK OF AMERICA CORP /DE/ | 4.68K | Jun 30, 26 | -- | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.41K | Jun 30, 26 | +21 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2.58K | Jun 30, 26 | -- | 0.01% |
| UBS Group AG | 2.43K | Jun 30, 26 | -1.73K | 0.01% |
| Strive Financial Group ,LLC | 1.31K | Jun 30, 26 | -1.25K | 0.00% |
| Coastal Investment Advisors, Inc. | 1.20K | Jun 30, 26 | -2.20K | 0.00% |
| SRS Capital Advisors, Inc. | 1.10K | Jun 30, 26 | -2.60K | 0.00% |
| Global Retirement Partners, LLC | 1.10K | Jun 30, 26 | +1.10K | 0.00% |
| AE Wealth Management LLC | 1.01K | Jun 30, 26 | -50 | 0.00% |
| WEBSTER BANK, N. A. | 1.00K | Jun 30, 26 | -- | 0.00% |
| BOKF, NA | 745 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 740 | Jun 30, 26 | -1.07K | 0.00% |
| NewEdge Advisors, LLC | 380 | Jun 30, 26 | -8.40K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 380 | Jun 30, 26 | +380 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 329 | Jun 30, 26 | +329 | 0.00% |
| US BANCORP \DE\ | 316 | Jun 30, 26 | -657 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 186 | Jun 30, 26 | +12 | 0.00% |
| Access Investment Management LLC | 167 | Jun 30, 26 | +167 | 0.00% |
| Integrated Wealth Concepts LLC | 130 | Jun 30, 26 | +130 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 87 | Jun 30, 26 | +87 | 0.00% |
| Tower Research Capital LLC (TRC) | 56 | Jun 30, 26 | +56 | 0.00% |
| Geneos Wealth Management Inc. | 48 | Jun 30, 26 | +48 | 0.00% |
| IFG Advisory, LLC | 27 | Jun 30, 26 | +27 | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 21 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 20 | Jun 30, 26 | -264 | 0.00% |
| Smartleaf Asset Management LLC | 12 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Cambridge Investment Research Advisors, Inc. | -- | Jun 30, 26 | -5.64K | -- |
| EVERMAY WEALTH MANAGEMENT LLC | -- | Jun 30, 26 | -307 | -- |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | -- | Jun 30, 26 | -4.10K | -- |
| Convergence Financial, LLC | -- | Jun 30, 26 | -462.50K | -- |
| HBK Sorce Advisory LLC | -- | Jun 30, 26 | -8.20K | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -65 | -- |
| Encompass More Asset Management | -- | Jun 30, 26 | -46.49K | -- |
| Heck Capital Advisors, LLC | -- | Jun 30, 26 | -61.39K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -4.22K | -- |
| MARSHALL INVESTMENT MANAGEMENT, LLC | -- | Jun 30, 26 | -94 | -- |
| Osbon Capital Management LLC | -- | Jun 30, 26 | -4.77K | -- |
| FOUNDERS FINANCIAL SECURITIES LLC | -- | Jun 30, 26 | -5.71K | -- |
| Colonial Trust Co / SC | -- | Jun 30, 26 | -1.00K | -- |
| BOS Asset Management, LLC | -- | Jun 30, 26 | -19.79K | -- |
| Triad Investment Management | -- | Jun 30, 26 | -51.83K | -- |
| MOTCO | -- | Jun 30, 26 | -129 | -- |
| Bank of New York Mellon Corp | -- | Jun 30, 26 | -261.01K | -- |
| Lido Advisors, LLC | -- | Jun 30, 26 | -6.09K | -- |
| Narwhal Capital Management | -- | Jun 30, 26 | -62.06K | -- |
| Professional Financial Management, Inc. | -- | Jun 30, 26 | -129.04K | -- |
| OneAscent Family Office, LLC | -- | Jun 30, 26 | -4.06K | -- |
| Horizon Investments, LLC | -- | Jun 30, 26 | -301.34K | -- |
| Tranquilli Financial Advisor LLC | -- | Jun 30, 26 | -13.48K | -- |
| Mill Creek Capital Advisors, LLC | 8.60K | Mar 31, 26 | -1.24K | 0.03% |
| CWM, LLC | 114 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 6.35K | Dec 31, 25 | -4 | 0.02% |
| CIBC Private Wealth Group, LLC | -- | Dec 31, 25 | -192 | -- |
| Cove Street Capital, LLC | 15.21K | Sep 30, 25 | +605 | 0.05% |
| Priebe Wealth Holdings LLC | 123.10K | Jun 30, 25 | +29.10K | 0.39% |
| MONTAG & CALDWELL, LLC | 7.61K | Jun 30, 25 | +7.61K | 0.02% |
| First Horizon Advisors, Inc. | 81 | Jun 30, 25 | +81 | 0.00% |
| Iron Horse Wealth Management, LLC | -- | Jun 30, 25 | -70 | -- |
| Orion Portfolio Solutions, LLC | 95.92K | Mar 31, 25 | +38.31K | 0.30% |
| AlphaQ Advisors LLC | 17.72K | Mar 31, 25 | +17.72K | 0.06% |
| HART & PATTERSON FINANCIAL GROUP LLC | 67.97K | Dec 31, 24 | +2.42K | 0.21% |
| TMD Wealth Management, LLC | -- | Jun 30, 24 | -341.23K | -- |