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Bank of NT Butterfield&son L (NTB)

CUSIP: G0772R208 | 636 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,642,152
0.0% of portfolio›$95.0M
Bank of New York Mellon Corp109,619
0.0% of portfolio›$6.4M
Ethic Inc.83,307
0.1% of portfolio›$4.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management78,678
0.1% of portfolio›$4.6M
Jcsd Capital, LLC77,800
7.0% of portfolio›$4.5M
Creative Planning75,213
0.0% of portfolio›$4.4M
Principal Financial Group Inc71,776
0.0% of portfolio›$4.2M
Hahn Capital Management LLC62,052
2.1% of portfolio›$3.6M
Ritholtz Wealth Management47,098
0.0% of portfolio›$2.7M
Polaris Capital Management, LLC37,800
0.2% of portfolio›$2.2M
Redhawk Wealth Advisors, Inc.27,937
0.2% of portfolio›$1.6M
Towneley Capital Management, Inc / de27,155
0.3% of portfolio›$1.6M
Point Nemo Capital, LLC27,081
0.7% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC23,464
0.0% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd23,417
0.0% of portfolio›$1.4M
Harbor Capital Advisors, Inc.23,047
0.0% of portfolio›$1.3K
Commonwealth Equity Services, LLC22,630
0.0% of portfolio›$1.3M
Cookson Peirce & Co Inc22,299
0.0% of portfolio›$1.3M
Wedge Capital Management L L P20,955
0.0% of portfolio›$1.2M
Canoe Financial LP20,151
0.0% of portfolio›$1.2M
Allspring Global Investments Holdings, LLC15,893
0.0% of portfolio›$926.9K
Clear Harbor Asset Management, LLC13,043
0.0% of portfolio›$754.7K
B. Riley Wealth Advisors, Inc.9,460
0.0% of portfolio›$547.4K
Achmea Investment Management B.V.8,400
0.0% of portfolio›$486.4K
Citigroup Inc7,746
0.0% of portfolio›$436.1K
Burney Co/6,695
0.0% of portfolio›$387.4K
Seelaus Asset Management LLC5,925
0.3% of portfolio›$342.8K
MGO One Seven LLC5,372
0.0% of portfolio›$310.8K
SkyOak Wealth, LLC5,227
0.0% of portfolio›$302.4K
Pinnacle Wealth Planning Services, Inc.5,193
0.0% of portfolio›$300.5K
ProShare Advisors LLC5,079
0.0% of portfolio›$293.9K
Wedbush Securities Inc4,863
0.0% of portfolio›$281
Brighton Jones LLC4,457
0.0% of portfolio›$257.9K
Xponance LLC3,813
0.0% of portfolio›$220.6K
Truist Financial Corp3,531
0.0% of portfolio›$204.3K
Farther Finance Advisors, LLC2,569
0.0% of portfolio›$148.6K
Gamma Investing LLC1,878
0.0% of portfolio›$108.7K
EverSource Wealth Advisors, LLC1,584
0.0% of portfolio›$91.7K
State of Alaska, Department of Revenue1,538
0.0% of portfolio›$88
Tsfg, LLC1,414
0.0% of portfolio›$82
Sterling Capital Management LLC920
0.0% of portfolio›$53.2K
Fifth Third Bancorp771
0.0% of portfolio›$44.6K
Bell Investment Advisors, Inc615
0.0% of portfolio›$35.6K
Versant Capital Management, Inc589
0.0% of portfolio›$34.1K
Signaturefd, LLC505
0.0% of portfolio›$29.2K
Essential Partners LLC457
0.0% of portfolio›$26.4K
IFP Advisors, Inc422
0.0% of portfolio›$24.4K
Root Financial Partners, LLC417
0.0% of portfolio›$24.1K
Assetmark, Inc341
0.0% of portfolio›$19.7K
Nisa Investment Advisors, LLC311
0.0% of portfolio›$18.0K
Flagship Wealth Advisors, LLC300
0.0% of portfolio›$17.4K
Parallel Advisors, LLC212
0.0% of portfolio›$12.3K
True Wealth Design, LLC208
0.0% of portfolio›$12.0K
Olistico Wealth, LLC200
0.0% of portfolio›$11.6K
SJS Investment Consulting Inc.190
0.0% of portfolio›$11.0K
SBI Securities Co., Ltd.178
0.0% of portfolio›$10.3K
Fortitude Family Office, LLC173
0.0% of portfolio›$10.0K
US Bancorp \de\170
0.0% of portfolio›$9.8K
Parkside Financial Bank & Trust157
0.0% of portfolio›$9.1K
Larson Financial Group LLC148
0.0% of portfolio›$8.6K
Mather Group, Llc.113
0.0% of portfolio›$6.5K
Valued Wealth Advisors LLC69
0.0% of portfolio›$4.0K
JFS Wealth Advisors, LLC69
0.0% of portfolio›$4.0K
Provenance Wealth Advisors, LLC50
0.0% of portfolio›$2.9K
Ares Financial Consulting, LLC44
0.0% of portfolio›$2.5K
Creative Capital Management Investments LLC39
0.0% of portfolio›$2.3K
Torren Management, LLC33
0.0% of portfolio›$1.9K
Bare Financial Services, Inc31
0.0% of portfolio›$1.8K
Silver Grove Financial Group, Inc.30
0.0% of portfolio›$1.7K
Covestor Ltd19
0.0% of portfolio›$1
Private Wealth Management Group, LLC18
0.0% of portfolio›$1.0K
Bay Harbor Wealth Management, LLC16
0.0% of portfolio›$926
DiNuzzo Private Wealth, Inc.14
0.0% of portfolio›$811
Physician Wealth Advisors, Inc.14
0.0% of portfolio›$811
Rossby Financial, LCC7
0.0% of portfolio›$405
DecisionPoint Financial, LLC3
0.0% of portfolio›$175
Hughes Financial Services, LLC2
0.0% of portfolio›$115
Simplex Trading, LLC1
0.0% of portfolio›$57
GHP Investment Advisors, Inc.1
0.0% of portfolio›$58
TFC Financial Management, Inc.1
0.0% of portfolio›$58
Maryland Capital Advisors Inc.1
0.0% of portfolio›$58
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,642,152$95.0M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
109,619$6.4M0.0%CoreLowNew York, NY2026-11-05
Ethic Inc.
83,307$4.8M0.1%CoreLowNew York, NY2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
78,678$4.6M0.1%GrowthVery LowSeattle, WA2026-10-27
Jcsd Capital, LLC
77,800$4.5M7.0%Deep ValueMediumWalnut Creek, CA2026-10-16
Creative Planning
75,213$4.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Principal Financial Group Inc
71,776$4.2M0.0%CoreLowDes Moines, IA2026-11-02
Hahn Capital Management LLC
62,052$3.6M2.1%GARPLowWalnut Creek, CA2026-10-30
Ritholtz Wealth Management
47,098$2.7M0.0%IndexLowNew York, NY2026-11-05
Polaris Capital Management, LLC
37,800$2.2M0.2%Deep ValueLowBoston, MA2026-10-21
Redhawk Wealth Advisors, Inc.
27,937$1.6M0.2%ETFHighMinneapolis, MN2026-10-14
Towneley Capital Management, Inc / de
27,155$1.6M0.3%ETFVery LowLaguna Hills, CA2026-10-09
Point Nemo Capital, LLC
27,081$1.6M0.7%GARPVery HighDripping Springs, TX2026-11-03
Wealth Enhancement Advisory Services, LLC
23,464$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Y-Intercept (Hong Kong) Ltd
23,417$1.4M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Harbor Capital Advisors, Inc.
23,047$1.3K0.0%ValueHighChicago, IL2026-10-22
Commonwealth Equity Services, LLC
22,630$1.3M0.0%ETFLowWaltham, MA2026-11-02
Cookson Peirce & Co Inc
22,299$1.3M0.0%GrowthHighPittsburgh, PA2026-10-30
Wedge Capital Management L L P
20,955$1.2M0.0%ValueMediumCharlotte, NC2026-10-13
Canoe Financial LP
20,151$1.2M0.0%ValueMediumCalgary, Abu Dhabi2026-10-21
Allspring Global Investments Holdings, LLC
15,893$926.9K0.0%CoreMediumCharlotte, NC2026-11-04
Clear Harbor Asset Management, LLC
13,043$754.7K0.0%CoreLowStamford, CT2026-11-05
B. Riley Wealth Advisors, Inc.
9,460$547.4K0.0%GrowthLowMemphis, TN2026-10-13
Achmea Investment Management B.V.
8,400$486.4K0.0%CoreMediumZeist, Philippines2026-10-30
Citigroup Inc
7,746$436.1K0.0%CoreMediumNew York, NY2026-11-04
Burney Co/
6,695$387.4K0.0%GARPMediumReston, VA2026-10-15
Seelaus Asset Management LLC
5,925$342.8K0.3%GrowthMediumChatham, NJ2026-10-14
MGO One Seven LLC
5,372$310.8K0.0%GrowthLowBeachwood, OH2026-10-28
SkyOak Wealth, LLC
5,227$302.4K0.0%ETFLowSouthfield, MI2026-10-28
Pinnacle Wealth Planning Services, Inc.
5,193$300.5K0.0%GARPLowMansfield, OH2026-10-27
ProShare Advisors LLC
5,079$293.9K0.0%GrowthLowBethesda, MD2026-10-29
Wedbush Securities Inc
4,863$2810.0%CoreLowPasadena, CA2026-10-22
Brighton Jones LLC
4,457$257.9K0.0%CoreVery LowSeattle, WA2026-11-03
Xponance LLC
3,813$220.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Truist Financial Corp
3,531$204.3K0.0%CoreLowCharlotte, NC2026-10-30
Farther Finance Advisors, LLC
2,569$148.6K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
1,878$108.7K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
1,584$91.7K0.0%CoreMediumBirmingham, AL2026-11-04
State of Alaska, Department of Revenue
1,538$880.0%CoreVery LowJuneau, AK2026-10-15
Tsfg, LLC
1,414$820.0%ETFLowLake Forest, IL2026-10-23
Sterling Capital Management LLC
920$53.2K0.0%GARPMediumCharlotte, NC2026-10-22
Fifth Third Bancorp
771$44.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Bell Investment Advisors, Inc
615$35.6K0.0%ETFVery LowOrinda, CA2026-10-29
Versant Capital Management, Inc
589$34.1K0.0%GARPLowPhoenix, AZ2026-10-02
Signaturefd, LLC
505$29.2K0.0%IndexLowAtlanta, GA2026-10-23
Essential Partners LLC
457$26.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
422$24.4K0.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
417$24.1K0.0%ETFMediumEncinitas, CA2026-10-21
Assetmark, Inc
341$19.7K0.0%ETFLowConcord, CA2026-10-21
Nisa Investment Advisors, LLC
311$18.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Flagship Wealth Advisors, LLC
300$17.4K0.0%ETFLowWakefield, MA2026-11-03
Parallel Advisors, LLC
212$12.3K0.0%IndexLowSan Francisco, CA2026-11-03
True Wealth Design, LLC
208$12.0K0.0%ETFMediumAkron, OH2026-10-13
Olistico Wealth, LLC
200$11.6K0.0%GrowthVery LowTulsa, OK2026-10-05
SJS Investment Consulting Inc.
190$11.0K0.0%ETFVery LowSylvania, OH2026-10-26
SBI Securities Co., Ltd.
178$10.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Fortitude Family Office, LLC
173$10.0K0.0%ETFMediumScottsdale, AZ2026-10-14
US Bancorp \de\
170$9.8K0.0%IndexLowMinneapolis, MN2026-11-05
Parkside Financial Bank & Trust
157$9.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Larson Financial Group LLC
148$8.6K0.0%GrowthLowSt Louis, MO2026-11-05
Mather Group, Llc.
113$6.5K0.0%ETFMediumChicago, IL2026-10-14
Valued Wealth Advisors LLC
69$4.0K0.0%IndexVery LowHolladay, UT2026-11-05
JFS Wealth Advisors, LLC
69$4.0K0.0%ETFVery LowHermitage, PA2026-11-03
Provenance Wealth Advisors, LLC
50$2.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ares Financial Consulting, LLC
44$2.5K0.0%CoreLowCalabasas, CA2026-10-19
Creative Capital Management Investments LLC
39$2.3K0.0%ETFLowSan Diego, CA2026-10-28
Torren Management, LLC
33$1.9K0.0%ETFMediumSan Diego, CA2026-10-29
Bare Financial Services, Inc
31$1.8K0.0%ETFVery LowGap, PA2026-11-04
Silver Grove Financial Group, Inc.
30$1.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Covestor Ltd
19$10.0%ValueHighLondon, United Kingdom2026-10-30
Private Wealth Management Group, LLC
18$1.0K0.0%ETFLowPrinceton, NJ2026-10-19
Bay Harbor Wealth Management, LLC
16$9260.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
14$8110.0%ETFLowBeaver, PA2026-10-16
Physician Wealth Advisors, Inc.
14$8110.0%ETFMediumMidvale, UT2026-10-20
Rossby Financial, LCC
7$4050.0%ETFMediumMelbourne, FL2026-11-05
DecisionPoint Financial, LLC
3$1750.0%ETFVery LowMesa, AZ2026-10-27
Hughes Financial Services, LLC
2$1150.0%ETFLowHerndon, VA2026-10-30
Simplex Trading, LLC
1$570.0%CoreVery HighChicago, IL2026-11-04
GHP Investment Advisors, Inc.
1$580.0%CoreVery LowDenver, CO2026-10-15
TFC Financial Management, Inc.
1$580.0%ETFVery LowBoston, MA2026-10-26
Maryland Capital Advisors Inc.
1$580.0%ETFVery LowChester, MD2026-10-15