Funds holding the stock
Sorted by market value, the list below shows funds with NBT Bancorp Inc. stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol | Mkt value | Weight | Issuer | Management style | Focus | Expense ratio | AUM | Price | Chg % | Rel vol | NAV total return 3Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 165.91 M USD | 0.15% | BlackRock, Inc. | Passive | Small cap | 0.06% | 109.54 B USD | 144.53 USD | −0.56% | 0.46 | +54.64% | |
| 69.32 M USD | 0.09% | BlackRock, Inc. | Passive | Small cap | 0.19% | 80.3 B USD | 295.49 USD | −0.18% | 0.48 | +64.76% | |
| 37.98 M USD | 0.06% | The Vanguard Group, Inc. | Passive | Small cap | 0.05% | 37.51 B USD | 245.36 USD | −0.71% | 0.41 | +58.96% | |
| 31.46 M USD | 0.03% | The Vanguard Group, Inc. | Passive | Extended market | 0.05% | 31.46 B USD | 242.13 USD | −0.22% | 0.36 | +62.57% | |
| 28.28 M USD | 0.09% | American Century Cos., Inc. | Active | Small cap | 0.25% | 31.68 B USD | 125.75 USD | −0.93% | 0.50 | +66.48% | |
| 25.31 M USD | 0.17% | BlackRock, Inc. | Passive | Small cap | 0.24% | 14.55 B USD | 223.38 USD | −0.55% | 0.33 | +67.42% | |
| 24.96 M USD | 0.15% | State Street Corp. | Passive | Small cap | 0.03% | 16.5 B USD | 56.20 USD | −0.56% | 0.20 | +54.87% | |
| 24.23 M USD | 0.29% | BlackRock, Inc. | Passive | Small cap | 0.18% | 8.25 B USD | 136.32 USD | −0.89% | 0.64 | +54.89% | |
| 18.98 M USD | 0.43% | State Street Corp. | Passive | Financials | 0.35% | 4.36 B USD | 74.81 USD | −0.61% | 0.31 | +87.96% | |
| 18.05 M USD | 0.12% | Dimensional Holdings, Inc. | Active | Extended market | 0.28% | 14.85 B USD | 71.18 USD | −0.89% | 0.25 | +59.10% | |
| 15.49 M USD | 0.01% | The Vanguard Group, Inc. | Passive | Total market | 0.04% | 113.31 B USD | 240.37 USD | −0.68% | 0.61 | +55.90% | |
| 15.32 M USD | 0.09% | The Vanguard Group, Inc. | Passive | Small cap | 0.06% | 17.5 B USD | 119.44 USD | −0.15% | 0.35 | +65.57% | |
| 14.85 M USD | 0.30% | State Street Corp. | Passive | Small cap | 0.15% | 5 B USD | 108.74 USD | −0.88% | 0.44 | +54.96% | |
| 13.69 M USD | 0.85% | State Street Corp. | Passive | Financials | 0.35% | 1.61 B USD | 68.88 USD | −0.66% | 0.38 | +96.46% | |
| 13.19 M USD | 0.20% | FMR LLC | Active | Small cap | 0.28% | 6.49 B USD | 47.16 USD | −0.42% | 0.39 | +87.31% | |
| 12.93 M USD | 0.06% | The Charles Schwab Corp. | Passive | Small cap | 0.03% | 22.7 B USD | 34.63 USD | +0.22% | 0.62 | +65.19% | |
| 10.7 M USD | 0.01% | The Vanguard Group, Inc. | Passive | High dividend yield | 0.04% | 83.6 B USD | 163.80 USD | −0.26% | 0.58 | +65.30% | |
| 10.41 M USD | 0.12% | Dimensional Holdings, Inc. | Active | Micro cap | 0.41% | 297.35 M USD | 60.02 USD | −0.56% | 0.08 | — | |
| 9.81 M USD | 0.15% | The Vanguard Group, Inc. | Passive | Small cap | 0.07% | 4.25 B USD | 133.99 USD | −0.59% | 0.36 | +54.74% | |
| 9.17 M USD | 0.06% | Dimensional Holdings, Inc. | Active | Small cap | 0.26% | 15.63 B USD | 81.77 USD | −0.52% | 0.43 | +55.24% | |
| 7.46 M USD | 1.06% | ProShare Advisors LLC | Passive | Small cap | 0.40% | 699.92 M USD | 76.31 USD | −0.47% | 0.42 | +41.11% | |
| 7.12 M USD | 0.08% | Dimensional Holdings, Inc. | Active | Small cap | 0.30% | 8.56 B USD | 40.13 USD | −0.78% | 0.47 | +34.41% | |
| 5.85 M USD | 0.30% | The Vanguard Group, Inc. | Passive | Small cap | 0.10% | 1.87 B USD | 117.05 USD | −0.91% | 0.46 | +55.28% | |
| 5.55 M USD | 0.18% | American Century Cos., Inc. | Active | Small cap | 0.25% | 3.13 B USD | 72.55 USD | −0.93% | 0.26 | +37.19% | |
| 5.42 M USD | 0.25% | WisdomTree, Inc. | Passive | Small cap | 0.38% | 2.19 B USD | 40.23 USD | −0.45% | 0.28 | +51.42% | |
| 5.31 M USD | 0.06% | The Charles Schwab Corp. | Passive | Small cap | 0.25% | 9.11 B USD | 36.98 USD | −0.59% | 0.60 | +53.79% | |
| 5.22 M USD | 0.21% | Empirical Finance LLC | Active | Small cap | 0.45% | 2.47 B USD | 29.64 USD | −0.80% | 0.30 | +68.80% | |
| 5.02 M USD | 0.09% | State Street Corp. | Passive | Small cap | 0.30% | 5.58 B USD | 74.61 EUR | +0.09% | 0.79 | +52.28% | |
| 5.02 M USD | 0.09% | State Street Corp. | Passive | Small cap | 0.46% | 180.29 M USD | 10.014 EUR | +0.32% | 0.12 | — | |
| 4.73 M USD | 0.15% | BlackRock, Inc. | Passive | Small cap | 0.31% | 3.23 B USD | 8,621 GBX | −0.40% | 0.62 | +41.10% | |
| 4.4 M USD | 0.03% | The Vanguard Group, Inc. | Passive | Financials | 0.09% | 13.72 B USD | 140.74 USD | −0.92% | 0.58 | +81.04% | |
| 2.84 M USD | 0.20% | AJM Ventures LLC | Passive | Small cap | 0.58% | 1.41 B USD | 141.61 USD | −0.61% | 0.13 | +75.21% | |
| 2.49 M USD | 0.18% | The Vanguard Group, Inc. | Passive | Small cap | 0.06% | 1.39 B USD | 197.07 USD | −0.56% | 0.21 | +62.29% | |
| 2.43 M USD | 0.09% | Deutsche Bank AG | Passive | Small cap | 0.36% | 2.79 B USD | 378.40 EUR | 0.00% | 1.36 | +50.46% | |
| 2.07 M USD | 0.01% | Dimensional Holdings, Inc. | Active | Total market | 0.21% | 15.88 B USD | 57.28 USD | −0.51% | 0.11 | +44.06% | |
| 2 M USD | 0.79% | Invesco Ltd. | Passive | Small cap | 0.25% | 252.46 M USD | 52.59 USD | −0.45% | 0.05 | +39.21% | |
| 1.97 M USD | 0.12% | WisdomTree, Inc. | Passive | High dividend yield | 0.38% | 1.62 B USD | 117.75 USD | −0.62% | 1.36 | +65.56% | |
| 1.71 M USD | 0.34% | AJM Ventures LLC | Passive | High dividend yield | 0.55% | 461.83 M USD | 3,063 GBX | −0.83% | 1.18 | +41.41% | |
| 1.71 M USD | 0.34% | AJM Ventures LLC | Passive | High dividend yield | 0.55% | 228.37 K USD | 2,843.8 GBX | −0.70% | — | +31.38% | |
| 1.56 M USD | 0.10% | American Century Cos., Inc. | Active | Small cap | 0.49% | 259.72 M USD | 29.855 USD | −0.02% | 2.16 | — | |
| 1.56 M USD | 0.10% | American Century Cos., Inc. | Active | Small cap | 0.39% | 1.35 B USD | 25.540 EUR | −0.18% | 0.96 | +34.37% | |
| 1.56 M USD | 0.06% | Invesco Ltd. | Passive | Extended market | 0.36% | 2.81 B USD | 54.58 USD | −0.44% | 0.43 | +64.93% | |
| 1.44 M USD | 0.01% | American Century Cos., Inc. | Active | Total market | 0.15% | 14.63 B USD | 130.43 USD | −0.65% | 0.36 | +79.14% | |
| 1.34 M USD | 0.06% | Invesco Ltd. | Passive | Small cap | 0.39% | 2.08 B USD | 60.42 USD | −1.52% | 0.44 | +68.00% | |
| 1.3 M USD | 0.09% | Mirae Asset Global Investments Co., Ltd. | Passive | Small cap | 0.08% | 1.5 B USD | 115.71 USD | −0.18% | 0.16 | +36.20% | |
| 1.29 M USD | 0.18% | WisdomTree, Inc. | Passive | Small cap | 0.38% | 719.24 M USD | 67.73 USD | −1.01% | 0.55 | +59.46% | |
| 1.11 M USD | 1.07% | AJM Ventures LLC | Passive | Financials | 0.60% | 102.22 M USD | 68.07 USD | −0.81% | 0.72 | +79.00% | |
| 1.07 M USD | 0.37% | Rafferty Asset Management LLC | Passive | Financials | 0.92% | 366.43 M USD | 136.49 USD | −1.95% | 0.32 | +138.62% | |
| 1.01 M USD | 0.01% | FMR LLC | Passive | Total market | 0.21% | 10.69 B USD | 104.29 USD | −0.17% | 0.38 | +93.73% | |
| 953.67 K USD | 0.16% | SEI Investments Co. | Active | Small cap | 0.55% | 603.11 M USD | 32.61 USD | −0.31% | 0.42 | +28.77% | |
| 784.95 K USD | 0.04% | State Street Corp. | Passive | Small cap | 0.46% | 2.01 B USD | 129.08 EUR | −0.23% | 1.44 | +52.21% | |
| 784.95 K USD | 0.04% | State Street Corp. | Passive | Small cap | 0.46% | 54.93 M USD | 12.126 EUR | −0.18% | 0.38 | — | |
| 742.55 K USD | 0.12% | JPMorgan Chase & Co. | Passive | Small cap | 0.29% | 595.2 M USD | 59.53 USD | −0.19% | 0.75 | +53.73% | |
| 738.99 K USD | 0.10% | JPMorgan Chase & Co. | Passive | Small cap | 0.09% | 742.5 M USD | 89.88 USD | −0.35% | 3.75 | +65.96% | |
| 725.98 K USD | 0.21% | Inspire Impact Group LLC | Passive | Extended market | 0.53% | 336.72 M USD | 48.78 USD | −0.57% | 0.60 | +60.25% | |
| 685.6 K USD | 0.06% | State Street Corp. | Passive | Small cap | 0.35% | 1.09 B USD | 81.10 EUR | −0.55% | 0.49 | +58.33% | |
| 670.26 K USD | 0.03% | FMR LLC | Passive | Financials | 0.08% | 2.39 B USD | 81.96 USD | −0.95% | 0.43 | +81.69% | |
| 600.69 K USD | 0.00% | The Vanguard Group, Inc. | Passive | Total market | 0.09% | 13.58 B USD | 135.97 USD | −0.51% | 0.31 | +75.86% | |
| 596.09 K USD | 0.06% | The Vanguard Group, Inc. | Active | Total market | 0.18% | 999.45 M USD | 186.25 USD | −0.70% | 0.42 | +81.13% | |
| 566.29 K USD | 0.08% | BlackRock, Inc. | Passive | Small cap | 0.06% | 701.47 M USD | 79.93 USD | −0.91% | 1.02 | +58.69% | |
| 548.16 K USD | 0.55% | AmeriLife Group LLC | Active | Total market | 0.89% | 99.76 M USD | 34.38 USD | −0.58% | 0.30 | +16.16% | |
| 524.79 K USD | 0.26% | AJM Ventures LLC | Passive | Small cap | 0.70% | 201.47 M USD | 71.35 USD | −1.28% | 0.06 | +56.44% | |
| 437.97 K USD | 0.04% | The Goldman Sachs Group, Inc. | Passive | Small cap | 0.20% | 1.09 B USD | 89.86 USD | −0.58% | 0.31 | +61.89% | |
| 431.75 K USD | 0.02% | Northern Trust Corp. | Passive | Total market | 0.25% | 2.26 B USD | 283.34 USD | −0.50% | 0.26 | +74.20% | |
| 426.11 K USD | 0.17% | Invesco Ltd. | Passive | Small cap | 0.15% | 248.35 M USD | 33.93 USD | −0.58% | 0.37 | +56.40% | |
| 374.72 K USD | 0.17% | BlackRock, Inc. | Passive | Small cap | 0.12% | 214.5 M USD | 50.91 USD | −0.77% | 0.20 | +54.08% | |
| 349.01 K USD | 0.06% | Franklin Templeton, Inc. | Passive | Total market | 0.27% | 624.4 M USD | 43.99 USD | +0.03% | 2.91 | +39.69% | |
| 346.29 K USD | 0.04% | The Vanguard Group, Inc. | Active | Total market | 0.13% | 969.96 M USD | 161.03 USD | −1.42% | 1.01 | +71.05% | |
| 340.44 K USD | 0.22% | SAS Rue la Boétie | Passive | Small cap | 0.36% | 153.03 M USD | 86.61 USD | −0.13% | 0.72 | +20.66% | |
| 295.59 K USD | 0.03% | The Vanguard Group, Inc. | Active | Total market | 0.28% | — | 82.41 AUD | −0.40% | 0.62 | +63.57% | |
| 295.5 K USD | 0.09% | Invesco Ltd. | Passive | Small cap | 0.25% | 344.55 M USD | 130.98 EUR | +0.14% | 2.30 | +51.42% | |
| 255 K USD | 0.15% | Bank of Montreal | Passive | Small cap | 0.24% | 21.49 M USD | 45.88 CAD | +0.39% | 0.00 | +45.26% | |
| 255 K USD | 0.15% | Bank of Montreal | Passive | Small cap | 0.23% | 137.77 M USD | 52.77 CAD | −1.05% | 1.19 | +55.12% | |
| 255 K USD | 0.15% | Bank of Montreal | Passive | Small cap | 0.23% | 10.19 M USD | 51.16 USD | +0.37% | 0.00 | +52.96% | |
| 246.24 K USD | 0.09% | Invesco Ltd. | Passive | Small cap | 0.39% | 282.68 M USD | 52.44 USD | −0.37% | 3.93 | +55.14% | |
| 242.32 K USD | 0.88% | JPMorgan Chase & Co. | Active | Small cap | 0.55% | 27.54 M USD | 69.98 USD | +0.40% | 0.72 | +21.34% | |
| 230.2 K USD | 0.04% | Dimensional Holdings, Inc. | Active | Total market | 0.25% | 591.57 M USD | 69.40 USD | −0.74% | 0.36 | +34.47% | |
| 225.24 K USD | 0.07% | UBS Group AG | Passive | Small cap | 0.20% | 322.21 M USD | 224.95 USD | 0.00% | 46.18 | +50.67% | |
| 215.82 K USD | 0.01% | Dimensional Holdings, Inc. | Active | Total market | 0.15% | 2.44 B USD | 48.08 USD | −0.70% | 0.10 | +29.69% | |
| 200.07 K USD | 0.05% | Legal & General Group Plc | Passive | High dividend yield | 0.29% | — | 12.254 USD | −0.75% | 0.01 | — | |
| 200.07 K USD | 0.05% | Legal & General Group Plc | Passive | High dividend yield | 0.29% | 377.08 M USD | 9.841 EUR | +0.42% | 0.70 | — | |
| 191.73 K USD | 0.01% | WisdomTree, Inc. | Passive | Total market | 0.28% | 1.68 B USD | 96.82 USD | −0.39% | 0.35 | +67.04% | |
| 183.52 K USD | 0.08% | Legal & General Group Plc | Passive | Small cap | 0.30% | 222.7 M USD | 141.20 USD | −0.09% | 0.06 | +61.83% | |
| 178.87 K USD | 0.58% | Invesco Ltd. | Passive | Financials | 0.29% | 30.62 M USD | 66.13 USD | −0.81% | 4.37 | +65.44% | |
| 166.85 K USD | 0.35% | Franklin Templeton, Inc. | Passive | Small cap | 0.35% | 47.02 M USD | 49.39 USD | −0.20% | 0.07 | +46.07% | |
| 159.32 K USD | 0.08% | ProShare Advisors LLC | Passive | Small cap | 0.55% | 197.76 M USD | 45.54 USD | −0.15% | 0.54 | +39.13% | |
| 141.86 K USD | 0.35% | Franklin Templeton, Inc. | Active | Small cap | 0.60% | 40.71 M USD | 53.66 USD | −1.22% | 0.36 | +52.18% | |
| 141.02 K USD | 0.03% | JPMorgan Chase & Co. | Passive | Small cap | 0.14% | 98.48 M USD | 3,071.0 GBX | −0.04% | 0.32 | +23.92% | |
| 141.02 K USD | 0.03% | JPMorgan Chase & Co. | Passive | Small cap | 0.14% | 267.94 M USD | 39.865 USD | −0.01% | 0.00 | +31.34% | |
| 137.69 K USD | 0.14% | Canadian Imperial Bank of Commerce | Active | Small cap | — | 96 M USD | 22.94 CAD | −0.95% | 0.57 | — | |
| 126.85 K USD | 0.07% | WisdomTree, Inc. | Passive | High dividend yield | 0.35% | 1.63 M USD | 2,791 GBX | −0.29% | 0.00 | +57.65% | |
| 126.85 K USD | 0.07% | WisdomTree, Inc. | Passive | High dividend yield | 0.29% | 64.82 M USD | 2,294.3 GBX | −0.25% | 3.07 | +47.05% | |
| 126.85 K USD | 0.07% | WisdomTree, Inc. | Passive | High dividend yield | 0.29% | 108.78 M USD | 39.41 USD | −0.28% | 0.31 | +59.75% | |
| 113.74 K USD | 0.04% | BlackRock, Inc. | Passive | Small cap | 0.04% | 286.7 M USD | 75.05 USD | −0.55% | 0.36 | +58.74% | |
| 106.58 K USD | 0.03% | ProShare Advisors LLC | Passive | Small cap | 0.95% | 318.96 M USD | 80.91 USD | −0.39% | 0.48 | +111.70% | |
| 101.93 K USD | 0.06% | WisdomTree, Inc. | Passive | High dividend yield | 0.58% | 164.39 M USD | 72.61 USD | −0.13% | 0.19 | +76.36% | |
| 95.6 K USD | 0.10% | The Goldman Sachs Group, Inc. | Active | Downside hedge | 0.89% | 96.34 M USD | 32.68 USD | −0.34% | 0.49 | +29.20% | |
| 90.17 K USD | 0.05% | AJM Ventures LLC | Passive | Total market | 0.66% | 177.35 M USD | 106.16 USD | −0.98% | 0.17 | +56.76% | |
| 82.33 K USD | 0.03% | ProShare Advisors LLC | Passive | Small cap | 0.95% | 243.83 M USD | 64.21 USD | −0.37% | 0.84 | +98.06% | |
| 81.01 K USD | 0.05% | HSBC Holdings Plc | Passive | Small cap | 0.25% | 158.38 M USD | 20.413 GBP | −0.34% | 0.08 | +25.15% |