© 2026 Stocks Telegraph All rights reserved.
Most stock quote data provided by Financial Modeling Prep
Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.
Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.
About 32.6% of MBCN shares are held by financial institutions. FRAZIER FINANCIAL ADVISORS, LLC is the top corporate investor, holding 38.66K shares valued at $1.34M. A 0.48% stake in Middlefield Banc Corp. is owned by the company. KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT owns 9.06K shares valued at $313.07K, which translates its holding of 0.11% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | FRAZIER FINANCIAL ADVISORS, LLC | 0.48% | 38.66K | 1.34M | 38.43K | +16,710.43% |
| Dec 31, 2025 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 0.11% | 9.06K | 313.07K | 0 | 0 |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.17% | 13.72K | 473.75K | -2.66K | -16.22% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.2% | 15.84K | 547.11K | 2.98K | +23.13% |
| Dec 31, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 649 | 22.42K | 0 | 0 |
| Dec 31, 2025 | LEGAL & GENERAL GROUP PLC | 0.01% | 669 | 23.11K | 0 | 0 |
| Dec 31, 2025 | GAMMA INVESTING LLC | 0.01% | 694 | 23.97K | 215 | +44.89% |
| Dec 31, 2025 | CERITY PARTNERS LLC | 0.11% | 9.18K | 317.08K | 51 | +0.56% |
| Dec 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.41% | 33.21K | 1.15M | -2.9K | -8.03% |
| Dec 31, 2025 | CSS LLC/IL | 0.29% | 23.51K | 811.93K | 23.51K | +100.00% |
| Dec 31, 2025 | PRELUDE CAPITAL MANAGEMENT, LLC | 0.37% | 29.8K | 1.03M | 29.8K | +100.00% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.41% | 33.01K | 1.14M | 25.5K | +339.86% |
| Dec 31, 2025 | STATE STREET CORP | 1.39% | 112.45K | 3.88M | 8.42K | +8.10% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.19% | 15.27K | 527.32K | 2.1K | +15.91% |
| Dec 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 194 | 6.7K | -215 | -52.57% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0% | 209 | 6K | 13 | +6.63% |
| Dec 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 303 | 10.47K | 0 | 0 |
| Dec 31, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0.01% | 421 | 14.54K | -83 | -16.47% |
| Dec 31, 2025 | VERSANT CAPITAL MANAGEMENT, INC | 0.01% | 548 | 18.93K | 181 | +49.32% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.24% | 19.05K | 658.09K | 2.59K | +15.72% |
| Dec 31, 2025 | MORGAN STANLEY | 0.25% | 20.54K | 709.49K | 3.53K | +20.77% |
| Dec 31, 2025 | UBS GROUP AG | 0.14% | 10.95K | 378.32K | -1.53K | -12.23% |
| Dec 31, 2025 | SQUAREPOINT OPS LLC | 0.14% | 11.28K | 389.65K | 11.28K | +100.00% |
| Dec 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.26% | 21.42K | 739.99K | 0 | 0 |
| Dec 31, 2025 | NORTHERN TRUST CORP | 0.62% | 50.14K | 1.73M | -5.29K | -9.54% |
| Dec 31, 2025 | ALLIANCEBERNSTEIN L.P. | 1.3% | 105.02K | 3.63M | -92.5K | -46.83% |
| Dec 31, 2025 | SRS CAPITAL ADVISORS, INC. | 0% | 99 | 3.42K | 16 | +19.28% |
| Dec 31, 2025 | GARDNER LEWIS ASSET MANAGEMENT L P | 1.15% | 93.37K | 3.22M | 93.37K | +100.00% |
| Dec 31, 2025 | NISA INVESTMENT ADVISORS, LLC | 0% | 131 | 4.53K | -277 | -67.89% |
| Dec 31, 2025 | CITIGROUP INC | 0% | 165 | 5.7K | 31 | +23.13% |
| Dec 31, 2025 | CWM, LLC | 0% | 190 | 7K | 17 | +9.83% |
| Dec 31, 2025 | AMALGAMATED BANK | 0% | 230 | 8K | -35 | -13.21% |
| Dec 31, 2025 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.14% | 11.7K | 404.12K | 0 | 0 |
| Dec 31, 2025 | NUVEEN, LLC | 0.15% | 12.44K | 429.57K | 0 | 0 |
| Dec 31, 2025 | OXFORD ASSET MANAGEMENT LLP | 0.16% | 12.72K | 439.18K | 12.72K | +100.00% |
| Dec 31, 2025 | PROSPERA FINANCIAL SERVICES INC | 0.17% | 13.83K | 477.62K | 500 | +3.75% |
| Dec 31, 2025 | VANGUARD GROUP INC | 5.08% | 411.07K | 14.2M | -2.67K | -0.65% |
| Dec 31, 2025 | BLACKROCK, INC. | 5.74% | 464.42K | 16.04M | -9.15K | -1.93% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.13% | 172.2K | 5.95M | 1.46K | +0.85% |
| Dec 31, 2025 | MCDONALD PARTNERS LLC | 0.1% | 8.1K | 279.77K | 8.1K | +100.00% |
| Dec 31, 2025 | 0.28% | 22.95K | 792.8K | 22.95K | +100.00% | |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.1% | 7.69K | 266K | 11 | +0.14% |
| Dec 31, 2025 | HSBC HOLDINGS PLC | 0.13% | 10.61K | 363.71K | 1.17K | +12.42% |
| Dec 31, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.19% | 15.1K | 521.59K | 6.27K | +71.04% |
| Dec 31, 2025 | RHUMBLINE ADVISERS | 0.12% | 9.39K | 324.26K | -1.14K | -10.79% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.18% | 14.34K | 495.14K | 453 | +3.26% |
| Dec 31, 2025 | YHB INVESTMENT ADVISORS, INC. | 0.08% | 6.67K | 230.24K | 0 | 0 |
| Dec 31, 2025 | DEUTSCHE BANK AG\ | 0.09% | 7.58K | 261.74K | 7.58K | +100.00% |
| Dec 31, 2025 | MAI CAPITAL MANAGEMENT | 0.02% | 1.45K | 50.07K | 11 | +0.76% |
| Dec 31, 2025 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.03% | 2.05K | 70.7K | 0 | 0 |
| Dec 31, 2025 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 0.03% | 2.2K | 75.99K | 2.2K | +100.00% |
| Dec 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.03% | 2.26K | 77.89K | 743 | +49.14% |
| Dec 31, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.06% | 4.67K | 161.27K | 0 | 0 |
| Dec 31, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.05% | 3.77K | 130.08K | 0 | 0 |
| Dec 31, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.05% | 4.17K | 142.48K | 0 | 0 |
| Dec 31, 2025 | FUNDAMENTUM, LLC | 0.49% | 39.4K | 1.36M | 0 | 0 |
| Dec 31, 2025 | GLAZER CAPITAL, LLC | 0.65% | 52.67K | 1.82M | 52.67K | +100.00% |
| Dec 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.04% | 84.4K | 2.91M | 522 | +0.62% |
| Dec 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.19% | 15.03K | 519K | 15.03K | +100.00% |
| Dec 31, 2025 | RIGGS ASSET MANAGMENT CO. INC. | 0.23% | 18.39K | 635.19K | 0 | 0 |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.32% | 25.71K | 888.16K | -2.8K | -9.82% |
| Dec 31, 2025 | HUNTINGTON NATIONAL BANK | 0.41% | 33.31K | 1.15M | -4.98K | -13.01% |
| Dec 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.63% | 50.78K | 1.75M | 353 | +0.70% |
| Dec 31, 2025 | INVESCO LTD. | 0.07% | 5.97K | 206.27K | 5.97K | +100.00% |
| Dec 31, 2025 | ANCORA ADVISORS, LLC | 0.08% | 6.16K | 212.66K | 0 | 0 |
| Dec 31, 2025 | EMPOWERED FUNDS, LLC | 0.26% | 20.78K | 717.57K | 353 | +1.73% |
| Dec 31, 2025 | REDMONT WEALTH ADVISORS LLC | 0.33% | 26.38K | 911.03K | -90 | -0.34% |
| Dec 31, 2025 | BARCLAYS PLC | 0.33% | 26.76K | 924.33K | 2.09K | +8.46% |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.33% | 26.94K | 930.35K | -498 | -1.82% |
| Dec 31, 2025 | CLEARSTEAD ADVISORS, LLC | 0.43% | 34.68K | 1.2M | -4.68K | -11.90% |
| Sep 30, 2025 | ALLIANCEBERNSTEIN L.P. | 2.44% | 197.52K | 5.93M | 17.8K | +9.91% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.2% | 16.37K | 491.32K | 7.14K | +77.26% |
| Sep 30, 2025 | EMPOWERED FUNDS, LLC | 0.25% | 20.42K | 612.86K | 1.82K | +9.78% |
| Sep 30, 2025 | BARCLAYS PLC | 0.31% | 24.67K | 740.47K | -1.84K | -6.95% |
| Sep 30, 2025 | ANCORA ADVISORS, LLC | 0.08% | 6.16K | 184.77K | 0 | 0 |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.2% | 16.47K | 494.11K | 836 | +5.35% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.1% | 7.68K | 230K | 15 | +0.20% |
| Sep 30, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.11% | 8.83K | 264.96K | 8.83K | +100.00% |
| Sep 30, 2025 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 0.11% | 9.06K | 272.01K | -316 | -3.37% |
| Sep 30, 2025 | FMR LLC | 0.01% | 604 | 18.13K | 37 | +6.53% |
| Sep 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.01% | 605 | 18.16K | 605 | +100.00% |
| Sep 30, 2025 | YHB INVESTMENT ADVISORS, INC. | 0.08% | 6.67K | 200.05K | 0 | 0 |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.09% | 7.5K | 225.19K | 1.31K | +21.21% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.02% | 2K | 60.02K | 2K | +100.00% |
| Sep 30, 2025 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.03% | 2.05K | 61.43K | 0 | 0 |
| Sep 30, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 3.36K | 100.92K | -636 | -15.90% |
| Sep 30, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.05% | 3.77K | 113.02K | 0 | 0 |
| Sep 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.05% | 4.17K | 124.73K | 0 | 0 |
| Sep 30, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.06% | 4.67K | 140.12K | 0 | 0 |
| Sep 30, 2025 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.14% | 11.7K | 351.12K | -1K | -7.87% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.16% | 13.17K | 395.26K | 5.1K | +63.15% |
| Sep 30, 2025 | PROSPERA FINANCIAL SERVICES INC | 0.16% | 13.33K | 399.97K | 13.33K | +100.00% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.17% | 13.88K | 416.6K | 2K | +16.83% |
| Sep 30, 2025 | RHUMBLINE ADVISERS | 0.13% | 10.52K | 315.79K | -95 | -0.89% |
| Sep 30, 2025 | NUVEEN, LLC | 0.15% | 12.44K | 373.23K | 0 | 0 |
| Sep 30, 2025 | UBS GROUP AG | 0.15% | 12.48K | 374.5K | -2.53K | -16.86% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.16% | 12.86K | 386.05K | -331 | -2.51% |
| Sep 30, 2025 | MORGAN STANLEY | 0.21% | 17.01K | 510.44K | -5.56K | -24.62% |
| Sep 30, 2025 | RIGGS ASSET MANAGMENT CO. INC. | 0.23% | 18.39K | 551.88K | 0 | 0 |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.27% | 21.42K | 642.93K | 0 | 0 |
| Sep 30, 2025 | REDMONT WEALTH ADVISORS LLC | 0.33% | 26.47K | 794.25K | -5 | -0.02% |
| Sep 30, 2025 | CLEARSTEAD ADVISORS, LLC | 0.49% | 39.37K | 1.18M | -3.18K | -7.48% |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0.11% | 9.13K | 273.96K | 155 | +1.73% |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.45% | 36.11K | 1.08M | -900 | -2.43% |
| Sep 30, 2025 | HUNTINGTON NATIONAL BANK | 0.47% | 38.29K | 1.15M | 0 | 0 |
| Sep 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.62% | 50.42K | 1.51M | 1.82K | +3.74% |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.04% | 83.88K | 2.52M | -1.2K | -1.41% |
| Sep 30, 2025 | ELIZABETH PARK CAPITAL ADVISORS, LTD. | 1.19% | 96.5K | 2.9M | 10.19K | +11.81% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.11% | 170.74K | 5.12M | -396 | -0.23% |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 1 | 30 | 0 | 0 |
| Sep 30, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 4 | 121 | 3 | +300.00% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 11 | 330 | 0 | 0 |
| Sep 30, 2025 | OPTIVER HOLDING B.V. | 0% | 112 | 3.36K | 112 | +100.00% |
| Sep 30, 2025 | CITIGROUP INC | 0% | 134 | 4.02K | -2.37K | -94.64% |
| Sep 30, 2025 | CWM, LLC | 0% | 173 | 5K | 58 | +50.43% |
| Sep 30, 2025 | FRAZIER FINANCIAL ADVISORS, LLC | 0% | 230 | 6.91K | 1 | +0.44% |
| Sep 30, 2025 | AMALGAMATED BANK | 0% | 265 | 8K | 0 | 0 |
| Sep 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 303 | 9.4K | 303 | +100.00% |
| Sep 30, 2025 | VERSANT CAPITAL MANAGEMENT, INC | 0% | 367 | 11.01K | 8 | +2.23% |
| Sep 30, 2025 | NISA INVESTMENT ADVISORS, LLC | 0.01% | 408 | 12.24K | 0 | 0 |
| Sep 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.01% | 409 | 12.27K | -194 | -32.17% |
| Sep 30, 2025 | GAMMA INVESTING LLC | 0.01% | 479 | 14.38K | -106 | -18.12% |
| Sep 30, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0.01% | 504 | 15.13K | 299 | +145.85% |
| Sep 30, 2025 | BLACKROCK, INC. | 5.86% | 473.56K | 14.21M | -6.16K | -1.28% |
| Sep 30, 2025 | CASTLE CREEK CAPITAL PARTNERS VI, LP | 6.94% | 560.5K | 16.82M | 0 | 0 |
| Sep 30, 2025 | HSBC HOLDINGS PLC | 0.12% | 9.44K | 283.05K | -709 | -6.99% |
| Sep 30, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 649 | 19.48K | 0 | 0 |
| Sep 30, 2025 | LEGAL & GENERAL GROUP PLC | 0.01% | 669 | 20.08K | 0 | 0 |
| Sep 30, 2025 | MAI CAPITAL MANAGEMENT | 0.02% | 1.44K | 43.2K | 9 | +0.63% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.02% | 1.51K | 45.38K | 764 | +102.14% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.34% | 27.43K | 823.29K | -68 | -0.25% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.35% | 28.52K | 855.74K | 7.65K | +36.66% |
| Sep 30, 2025 | FUNDAMENTUM, LLC | 0.49% | 39.4K | 1.18M | 0 | 0 |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.69% | 55.43K | 1.66M | 735 | +1.34% |
| Sep 30, 2025 | STATE STREET CORP | 1.29% | 104.03K | 3.12M | -217 | -0.21% |
| Sep 30, 2025 | VANGUARD GROUP INC | 5.12% | 413.74K | 12.42M | -2.31K | -0.56% |
| Jun 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.05% | 4.17K | 125.11K | 0 | 0 |
| Jun 30, 2025 | FMR LLC | 0.01% | 567 | 17.09M | 47 | +9.04% |
| Jun 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 1 | 30 | 0 | 0 |
| Jun 30, 2025 | LINEWEAVER WEALTH ADVISORS, LLC | 0% | 0 | - | -37.5K | -100.00% |
| Jun 30, 2025 | 0.03% | 2.05K | 61.64K | 1.06K | +107.19% | |
| Jun 30, 2025 | AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 649 | 19.54K | 0 | 0 |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.01% | 603 | 18.16K | 599 | +14,975.00% |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.05% | 85.08K | 2.56M | 2.52K | +3.05% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.68% | 54.7K | 1.65M | -970 | -1.74% |
| Jun 30, 2025 | BARCLAYS PLC | 0.33% | 26.52K | 799K | 7.64K | +40.50% |
| Jun 30, 2025 | RIGGS ASSET MANAGMENT CO. INC. | 0.23% | 18.39K | 553.72K | 0 | 0 |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.19% | 15.63K | 470.59K | 327 | +2.14% |
| Jun 30, 2025 | UBS GROUP AG | 0.19% | 15.01K | 451.92K | 1.14K | +8.23% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.16% | 13.2K | 397.3K | 3.03K | +29.80% |
| Jun 30, 2025 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.16% | 12.7K | 382.4K | 0 | 0 |
| Jun 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.27% | 21.42K | 645.08K | -13 | -0.06% |
| Jun 30, 2025 | SRS CAPITAL ADVISORS, INC. | 0% | 22 | 663 | 22 | +100.00% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0% | 0 | - | -12.21K | -100.00% |
| Jun 30, 2025 | FLAHARTY ASSET MANAGEMENT, LLC | 0% | 0 | - | -8.75K | -100.00% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.15% | 11.88K | 357.77K | 0 | 0 |
| Jun 30, 2025 | RHUMBLINE ADVISERS | 0.13% | 10.62K | 319.7K | 7 | +0.07% |
| Jun 30, 2025 | ANCORA ADVISORS, LLC | 0.08% | 6.16K | 185.39K | 0 | 0 |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.06% | 4.73K | 142K | -49 | -1.03% |
| Jun 30, 2025 | DEUTSCHE BANK AG\ | 0.04% | 3.48K | 104.78K | -2.08K | -37.37% |
| Jun 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 2.77K | 83.38K | 2.4K | +650.41% |
| Jun 30, 2025 | CITIGROUP INC | 0.03% | 2.5K | 75.27K | -2.59K | -50.85% |
| Jun 30, 2025 | LEGAL & GENERAL GROUP PLC | 0.01% | 669 | 20.14K | 69 | +11.50% |
| Jun 30, 2025 | ALLIANCEBERNSTEIN L.P. | 2.22% | 179.71K | 5.41B | -1.42K | -0.78% |
| Jun 30, 2025 | ELIZABETH PARK CAPITAL ADVISORS, LTD. | 1.07% | 86.31K | 2.6M | 58.58K | +211.23% |
| Jun 30, 2025 | CLEARSTEAD ADVISORS, LLC | 0.53% | 42.55K | 1.28M | -3.33K | -7.26% |
| Jun 30, 2025 | FUNDAMENTUM, LLC | 0.49% | 39.4K | 1.19M | 0 | 0 |
| Jun 30, 2025 | MAI CAPITAL MANAGEMENT | 0.02% | 1.43K | 43.05K | 11 | +0.78% |
| Jun 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.01% | 748 | 22.52K | 288 | +62.61% |
| Jun 30, 2025 | GAMMA INVESTING LLC | 0.01% | 585 | 17.61K | 348 | +146.84% |
| Jun 30, 2025 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | 527 | 15.87M | 0 | 0 |
| Jun 30, 2025 | VERSANT CAPITAL MANAGEMENT, INC | 0% | 359 | 10.81K | 141 | +64.68% |
| Jun 30, 2025 | FRAZIER FINANCIAL ADVISORS, LLC | 0% | 229 | 6.89K | 2 | +0.88% |
| Jun 30, 2025 | STERLING CAPITAL MANAGEMENT LLC | 0% | 205 | 6.17K | 80 | +64.00% |
| Jun 30, 2025 | TRUE WEALTH DESIGN, LLC | 0% | 1 | 31 | 0 | 0 |
| Jun 30, 2025 | COREBRIDGE FINANCIAL, INC. | 0% | 0 | - | -3.56K | -100.00% |
| Jun 30, 2025 | CASTLE CREEK CAPITAL PARTNERS VI, LP | 6.94% | 560.5K | 16.88M | 0 | 0 |
| Jun 30, 2025 | BLACKROCK, INC. | 5.94% | 479.73K | 14.44M | -8.62K | -1.77% |
| Jun 30, 2025 | STATE STREET CORP | 1.29% | 104.24K | 3.14M | 2.27K | +2.22% |
| Jun 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.6% | 48.6K | 1.46M | 740 | +1.55% |
| Jun 30, 2025 | HUNTINGTON NATIONAL BANK | 0.47% | 38.29K | 1.15M | 0 | 0 |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.46% | 37.01K | 1.11M | -100 | -0.27% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.34% | 27.5K | 828.1K | 977 | +3.68% |
| Jun 30, 2025 | EMPOWERED FUNDS, LLC | 0.23% | 18.6K | 560.14K | 740 | +4.14% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.13% | 10.53K | 317.03K | -950 | -8.28% |
| Jun 30, 2025 | HSBC HOLDINGS PLC | 0.13% | 10.14K | 306.75K | 10.14K | +100.00% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.09% | 7.67K | 231K | 14 | +0.18% |
| Jun 30, 2025 | YHB INVESTMENT ADVISORS, INC. | 0.08% | 6.67K | 200.71K | -550 | -7.62% |
| Jun 30, 2025 | CERITY PARTNERS LLC | 0.11% | 8.97K | 270.21K | 8 | +0.09% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.1% | 8.07K | 243.08K | 8.07K | +100.00% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0.08% | 6.19K | 186.41K | -6.46K | -51.06% |
| Jun 30, 2025 | FISHER ASSET MANAGEMENT, LLC | 0.43% | 35.07K | 1.06M | 35.07K | +100.00% |
| Jun 30, 2025 | VANGUARD GROUP INC | 5.15% | 416.05K | 12.53M | 21.06K | +5.33% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.12% | 171.13K | 5.15M | 3.31K | +1.97% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.26% | 20.87K | 628.28M | -1.1K | -5.01% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.11% | 9.24K | 278.1M | -8.1K | -46.72% |
| Jun 30, 2025 | NUVEEN, LLC | 0.15% | 12.44K | 374.48K | -1.74K | -12.27% |
| Jun 30, 2025 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 0.12% | 9.38K | 282.43K | -678 | -6.74% |
| Jun 30, 2025 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 0.03% | 2.05K | 61.64K | 1.06K | +107.19% |
| Jun 30, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.05% | 3.77K | 113.39K | 0 | 0 |
| Jun 30, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.06% | 4.67K | 140.58K | 0 | 0 |
| Jun 30, 2025 | MORGAN STANLEY | 0.28% | 22.57K | 679.43M | 9.38K | +71.08% |
| Jun 30, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 4K | 120.41K | -342 | -7.88% |
| Mar 31, 2025 | FLAHARTY ASSET MANAGEMENT, LLC | 0.11% | 8.75K | 244.64K | -8.81K | -50.16% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.09% | 7.65K | 214K | 16 | +0.21% |
| Mar 31, 2025 | YHB INVESTMENT ADVISORS, INC. | 0.09% | 7.22K | 201.69K | -450 | -5.87% |
| Mar 31, 2025 | DEUTSCHE BANK AG\ | 0.07% | 5.56K | 155.29K | 5.56K | +100.00% |
| Mar 31, 2025 | CITIGROUP INC | 0.06% | 5.09K | 142.16K | -560 | -9.92% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.06% | 4.78K | 134K | -585 | -10.91% |
| Mar 31, 2025 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.06% | 4.67K | 130.5K | 0 | 0 |
| Mar 31, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.05% | 4.17K | 116.15K | 0 | 0 |
| Mar 31, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.05% | 3.77K | 105K | 0 | 0 |
| Mar 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.27% | 21.44K | 599.16K | 1.16K | +5.74% |
| Mar 31, 2025 | RIGGS ASSET MANAGMENT CO. INC. | 0.23% | 18.39K | 514K | 0 | 0 |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.33% | 26.53K | 741.38K | 2.22K | +9.12% |
| Mar 31, 2025 | ELIZABETH PARK CAPITAL ADVISORS, LTD. | 0.34% | 27.73K | 775.08K | 8.27K | +42.49% |
| Mar 31, 2025 | FUNDAMENTUM, LLC | 0.49% | 39.4K | 1.1M | 0 | 0 |
| Mar 31, 2025 | CLEARSTEAD ADVISORS, LLC | 0.57% | 45.88K | 1.28M | 0 | 0 |
| Mar 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.59% | 47.86K | 1.34M | -1.78K | -3.58% |
| Mar 31, 2025 | VANGUARD GROUP INC | 4.89% | 394.99K | 11.04M | -748 | -0.19% |
| Mar 31, 2025 | CASTLE CREEK CAPITAL PARTNERS VI, LP | 6.94% | 560.5K | 15.67M | 0 | 0 |
| Mar 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.46% | 37.11K | 1.04M | -500 | -1.33% |
| Mar 31, 2025 | LINEWEAVER WEALTH ADVISORS, LLC | 0.46% | 37.5K | 1.05M | 0 | 0 |
| Mar 31, 2025 | HUNTINGTON NATIONAL BANK | 0.47% | 38.29K | 1.07M | 0 | 0 |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.69% | 55.67K | 1.56M | -2.48K | -4.27% |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.02% | 82.56K | 2.31M | 1.68K | +2.07% |
| Mar 31, 2025 | STATE STREET CORP | 1.26% | 101.98K | 2.85M | 100 | +0.10% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.08% | 167.83K | 4.69M | 3.36K | +2.04% |
| Mar 31, 2025 | 0.01% | 988 | 27.62K | 988 | +100.00% | |
| Mar 31, 2025 | MAI CAPITAL MANAGEMENT | 0.02% | 1.42K | 39.68K | 10 | +0.71% |
| Mar 31, 2025 | COREBRIDGE FINANCIAL, INC. | 0.04% | 3.56K | 99.53K | -52 | -1.44% |
| Mar 31, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 4.34K | 121.33K | 156 | +3.73% |
| Mar 31, 2025 | BLACKROCK, INC. | 6.04% | 488.35K | 13.65M | -9.02K | -1.81% |
| Mar 31, 2025 | BARCLAYS PLC | 0.23% | 18.87K | 527K | 566 | +3.09% |
| Mar 31, 2025 | MORGAN STANLEY | 0.16% | 13.19K | 368.66K | -6.6K | -33.34% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.27% | 21.97K | 613.95K | 3.36K | +18.05% |
| Mar 31, 2025 | ALLIANCEBERNSTEIN L.P. | 2.24% | 181.13K | 5.06M | 6.93K | +3.98% |
| Mar 31, 2025 | ANCORA ADVISORS, LLC | 0.08% | 6.16K | 172.09K | -544 | -8.12% |
| Mar 31, 2025 | UBS GROUP AG | 0.17% | 13.87K | 387.61K | -3.48K | -20.08% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.19% | 15.3K | 427.69K | 82 | +0.54% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.21% | 17.33K | 484.49K | -16.6K | -48.92% |
| Mar 31, 2025 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.16% | 12.7K | 354.97K | -2.3K | -15.33% |
| Mar 31, 2025 | EMPOWERED FUNDS, LLC | 0.22% | 17.86K | 499.27K | 598 | +3.46% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.16% | 12.65K | 353.6K | -13.18K | -51.02% |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 0.15% | 12.21K | 341.27K | 12.21K | +100.00% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.15% | 11.88K | 332.1K | 0 | 0 |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.14% | 11.48K | 320.84K | 11.48K | +100.00% |
| Mar 31, 2025 | RHUMBLINE ADVISERS | 0.13% | 10.61K | 296.57K | -555 | -4.97% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.13% | 10.17K | 284.14K | -8 | -0.08% |
| Mar 31, 2025 | REDMONT WEALTH ADVISORS LLC | 0.22% | 18.16K | 507.57K | -6.71K | -26.97% |
| Mar 31, 2025 | CERITY PARTNERS LLC | 0.11% | 8.97K | 250.6K | -4 | -0.04% |
| Mar 31, 2024 | ALLIANCEBERNSTEIN L.P. | 1.7% | 137.22K | 3.28M | -7.36K | -5.09% |
| Mar 31, 2024 | WEST TOWER GROUP, LLC | 0% | 0 | - | -81 | -100.00% |
| Mar 31, 2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0% | 0 | - | -9 | -100.00% |
| Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0% | 0 | - | -71 | -100.00% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0% | 0 | - | -7.57K | -100.00% |
| Mar 31, 2024 | SG AMERICAS SECURITIES, LLC | 0% | 0 | - | -4.39K | -100.00% |
| Mar 31, 2024 | GAMMA INVESTING LLC | 0% | 129 | 3.08K | -308 | -70.48% |
| Mar 31, 2024 | CITIGROUP INC | 0.02% | 1.48K | 35.22K | 353 | +31.46% |
| Mar 31, 2024 | BLACKROCK INC. | 5.77% | 466.97K | 11.15M | -17.24K | -3.56% |
| Mar 31, 2024 | UBS GROUP AG | 0.24% | 19.09K | 455.97K | -2.78K | -12.73% |
| Mar 31, 2024 | TYLER-STONE WEALTH MANAGEMENT | 0% | 200 | 4.78K | 0 | 0 |
| Mar 31, 2024 | FRAZIER FINANCIAL ADVISORS, LLC | 0% | 220 | 5.26K | 2 | +0.92% |
| Mar 31, 2024 | AMALGAMATED BANK | 0% | 265 | 6K | -421 | -61.37% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0% | 300 | 7.16K | 0 | 0 |
| Mar 31, 2024 | FMR LLC | 0% | 360 | 8.6K | -82 | -18.55% |
| Mar 31, 2024 | METROPOLITAN LIFE INSURANCE CO/NY | 0.01% | 438 | 10.46K | 0 | 0 |
| Mar 31, 2024 | LEGAL & GENERAL GROUP PLC | 0.01% | 600 | 14.33K | 0 | 0 |
| Mar 31, 2024 | AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 649 | 15.5K | 0 | 0 |
| Mar 31, 2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | 790 | 18.87K | -504 | -38.95% |
| Mar 31, 2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 980 | 23.4K | 301 | +44.33% |
| Mar 31, 2024 | DEUTSCHE BANK AG\ | 0.04% | 3.43K | 81.89K | 541 | +18.73% |
| Mar 31, 2024 | BNP PARIBAS ARBITRAGE, SNC | 0.05% | 3.67K | 87.59K | 1.2K | +48.86% |
| Mar 31, 2024 | NEW YORK STATE COMMON RETIREMENT FUND | 0.05% | 3.77K | 90K | -7 | -0.19% |
| Mar 31, 2024 | AMERICAN INTERNATIONAL GROUP, INC. | 0.05% | 3.87K | 92.51K | -32 | -0.82% |
| Mar 31, 2024 | NATIONAL BANK OF CANADA /FI/ | 0.05% | 4.17K | 91.11K | 0 | 0 |
| Mar 31, 2024 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.05% | 4.23K | 101.04K | 0 | 0 |
| Mar 31, 2024 | YHB INVESTMENT ADVISORS, INC. | 0.1% | 8.07K | 192.62K | -150 | -1.83% |
| Mar 31, 2024 | CERITY PARTNERS LLC | 0.11% | 8.97K | 214.08K | 0 | 0 |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.11% | 8.98K | 214.42K | -10.67K | -54.30% |
| Mar 31, 2024 | ANCORA ADVISORS, LLC | 0.13% | 10.35K | 247.18K | -2.21K | -17.59% |
| Mar 31, 2024 | INVESCO LTD. | 0.13% | 10.48K | 250.21K | 2.55K | +32.20% |
| Mar 31, 2024 | RHUMBLINE ADVISERS | 0.15% | 11.9K | 284.14K | 367 | +3.18% |
| Mar 31, 2024 | MORGAN STANLEY | 0.16% | 12.58K | 300.48K | -5.38K | -29.95% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.16% | 12.67K | 302.61K | 12.67K | +100.00% |
| Mar 31, 2024 | BARCLAYS PLC | 0.16% | 12.94K | 309K | -5.26K | -28.91% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.17% | 14K | 334.42K | -845 | -5.69% |
| Mar 31, 2024 | NUVEEN ASSET MANAGEMENT, LLC | 0.18% | 14.18K | 338.55K | 0 | 0 |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0.18% | 14.44K | 344.76K | 6.68K | +86.04% |
| Mar 31, 2024 | EMPOWERED FUNDS, LLC | 0.18% | 14.65K | 349.89K | -867 | -5.59% |
| Mar 31, 2024 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.23% | 18.26K | 436.14K | 18.26K | +100.00% |
| Mar 31, 2024 | RIGGS ASSET MANAGMENT CO. INC. | 0.23% | 18.53K | 442.5K | -50 | -0.27% |
| Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.26% | 21.42K | 511.53K | 0 | 0 |
| Mar 31, 2024 | REDMONT WEALTH ADVISORS LLC | 0.4% | 32.02K | 764.57K | 3.99K | +14.23% |
| Mar 31, 2024 | HUNTINGTON NATIONAL BANK | 0.41% | 33.51K | 800.12K | -248 | -0.73% |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.42% | 33.85K | 808.4K | -2.05K | -5.72% |
| Mar 31, 2024 | LINEWEAVER WEALTH ADVISORS, LLC | 0.48% | 38.5K | 919.43K | 0 | 0 |
| Mar 31, 2024 | FUNDAMENTUM, LLC | 0.49% | 39.4K | 940.97K | 0 | 0 |
| Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.49% | 39.61K | 946K | 100 | +0.25% |
| Mar 31, 2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.6% | 48.65K | 1.16M | -867 | -1.75% |
| Mar 31, 2024 | CLEARSTEAD ADVISORS, LLC | 0.61% | 48.98K | 1.09M | 0 | 0 |
| Mar 31, 2024 | STATE STREET CORP | 1.26% | 101.59K | 2.43M | 2.51K | +2.53% |
| Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 2.05% | 165.58K | 3.95M | 5.33K | +3.33% |
| Mar 31, 2024 | VANGUARD GROUP INC | 4.77% | 386.2K | 9.22M | 3.78K | +0.99% |
| Mar 31, 2024 | CASTLE CREEK CAPITAL PARTNERS VI, LP | 6.93% | 560.5K | 13.38M | 0 | 0 |
| Mar 31, 2024 | NORTHERN TRUST CORP | 0.81% | 65.78K | 1.57M | -460 | -0.69% |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 0.99% | 80.07K | 1.91M | -1.64K | -2.01% |
| Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.26% | 21.42K | 693.4K | 0 | 0 |
| Dec 31, 2023 | REDMONT WEALTH ADVISORS LLC | 0.35% | 28.03K | 907.27K | -4.1K | -12.76% |
| Dec 31, 2023 | HUNTINGTON NATIONAL BANK | 0.42% | 33.75K | 1.09M | -198 | -0.58% |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.44% | 35.91K | 1.16M | 1.86K | +5.45% |
| Dec 31, 2023 | LINEWEAVER WEALTH ADVISORS, LLC | 0.48% | 38.5K | 1.25M | -900 | -2.28% |
| Dec 31, 2023 | FUNDAMENTUM, LLC | 0.49% | 39.4K | 1.28M | 0 | 0 |
| Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0.49% | 39.51K | 1.28M | -300 | -0.75% |
| Dec 31, 2023 | CLEARSTEAD ADVISORS, LLC | 0.61% | 48.98K | 1.59M | 0 | 0 |
| Dec 31, 2023 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.61% | 49.52K | 1.6M | 1.34K | +2.79% |
| Dec 31, 2023 | NORTHERN TRUST CORP | 0.82% | 66.24K | 2.14M | 4.66K | +7.57% |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 1.01% | 81.72K | 2.65M | -903 | -1.09% |
| Dec 31, 2023 | STATE STREET CORP | 1.22% | 99.08K | 3.21M | 2.44K | +2.53% |
| Dec 31, 2023 | ALLIANCEBERNSTEIN L.P. | 1.79% | 144.57K | 4.68M | -52.16K | -26.51% |
| Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 1.98% | 160.25K | 5.19M | 10.26K | +6.84% |
| Dec 31, 2023 | VANGUARD GROUP INC | 4.72% | 382.41K | 12.38M | 3.09K | +0.82% |
| Dec 31, 2023 | BLACKROCK INC. | 5.98% | 484.2K | 15.67M | 61.34K | +14.51% |
| Dec 31, 2023 | CASTLE CREEK CAPITAL PARTNERS VI, LP | 6.93% | 560.5K | 18.14M | 560.5K | +100.00% |
| Dec 31, 2023 | 0.01% | 437 | 11.54K | 437 | +100.00% | |
| Dec 31, 2023 | METROPOLITAN LIFE INSURANCE CO/NY | 0.01% | 438 | 14.18K | 0 | 0 |
| Dec 31, 2023 | FMR LLC | 0.01% | 442 | 14.31K | -1 | -0.23% |
| Dec 31, 2023 | LEGAL & GENERAL GROUP PLC | 0.01% | 600 | 19.42K | 0 | 0 |
| Dec 31, 2023 | AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 649 | 21.01K | 0 | 0 |
| Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 679 | 21.98K | 30 | +4.62% |
| Dec 31, 2023 | AMALGAMATED BANK | 0.01% | 686 | 22K | -79 | -10.33% |
| Dec 31, 2023 | CITIGROUP INC | 0.01% | 1.12K | 36.32K | 1.12K | +27,950.00% |
| Dec 31, 2023 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.02% | 1.29K | 41.89K | -440 | -25.37% |
| Dec 31, 2023 | BNP PARIBAS ARBITRAGE, SNC | 0.03% | 2.46K | 79.76K | -693 | -21.95% |
| Dec 31, 2023 | DEUTSCHE BANK AG\ | 0.04% | 2.89K | 93.49K | 2.89K | +100.00% |
| Dec 31, 2023 | NEW YORK STATE COMMON RETIREMENT FUND | 0.05% | 3.77K | 122K | 8 | +0.21% |
| Dec 31, 2023 | AMERICAN INTERNATIONAL GROUP, INC. | 0.05% | 3.91K | 126.44K | -16 | -0.41% |
| Dec 31, 2023 | NATIONAL BANK OF CANADA /FI/ | 0.05% | 4.17K | 135.02K | 0 | 0 |
| Dec 31, 2023 | METLIFE INVESTMENT MANAGEMENT, LLC | 0.05% | 4.23K | 136.96K | 0 | 0 |
| Dec 31, 2023 | SG AMERICAS SECURITIES, LLC | 0.05% | 4.39K | 142K | -189 | -4.12% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.06% | 5.21K | 168K | 3.84K | +280.29% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.09% | 7.57K | 245K | 7.57K | +100.00% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.1% | 7.76K | 251.19K | 2.17K | +38.77% |
| Dec 31, 2023 | INVESCO LTD. | 0.1% | 7.93K | 256.56K | 7.93K | +100.00% |
| Dec 31, 2023 | YHB INVESTMENT ADVISORS, INC. | 0.1% | 8.22K | 265.95K | 0 | 0 |
| Dec 31, 2023 | VIRTU FINANCIAL LLC | 0.1% | 8.44K | 273K | 8.44K | +100.00% |
| Dec 31, 2023 | CERITY PARTNERS LLC | 0.11% | 8.97K | 290.2K | 8.97K | +100.00% |
| Dec 31, 2023 | RHUMBLINE ADVISERS | 0.14% | 11.53K | 373.29K | 3.49K | +43.31% |
| Dec 31, 2023 | ANCORA ADVISORS, LLC | 0.16% | 12.56K | 406.6K | -3.14K | -20.00% |
| Dec 31, 2023 | NUVEEN ASSET MANAGEMENT, LLC | 0.18% | 14.18K | 458.91K | 3.83K | +37.00% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.18% | 14.85K | 480.66K | 1.28K | +9.44% |
| Dec 31, 2023 | EMPOWERED FUNDS, LLC | 0.19% | 15.52K | 502.35M | 1.34K | +9.48% |
| Dec 31, 2023 | MORGAN STANLEY | 0.22% | 17.96K | 581.46K | 10.4K | +137.51% |
| Dec 31, 2023 | BARCLAYS PLC | 0.22% | 18.2K | 589K | 9.26K | +103.55% |
| Dec 31, 2023 | RIGGS ASSET MANAGMENT CO. INC. | 0.23% | 18.58K | 601.44K | 0 | 0 |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.24% | 19.65K | 636.04K | 2.37K | +13.71% |
| Dec 31, 2023 | UBS GROUP AG | 0.27% | 21.88K | 708.19K | 6.57K | +42.92% |
Among the MBCN insiders holding of 2.38% of the stake in company, ZIMMERLY RONALD LEN JR., Chief Executive Officer, holds the largest shares of 31.29K. HUMMEL ERIC W, director, is the second largest MBCN insider with ownership of 16.23K shares. TURK CAROLYN J, director, stands third with possession of 12.61K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| ZIMMERLY RONALD LEN JR. | Chief Executive Officer | 31.29K |
| HUMMEL ERIC W | director | 16.23K |
| TURK CAROLYN J | director | 12.61K |
| WILSON THOMAS M | EVP-Chief Strategy Officer | 12.5K |
| DIGERONIMO KEVIN A | director | 4.67K |
| HESLOP JAMES R II | Chief Executive Officer | 3.84K |
| MOELLER JENNIFER L | director | 2.11K |
| ROSE CLAYTON W III | director | 1.96K |
| SKIDMORE WILLIAM J | director | 1.81K |
| MCCASKEY JAMES J | director | 1.72K |
| STACY DONALD L | Treasurer/CFO | 1.25K |
| VOINOVICH MICHAEL C | director | 769 |
| COYNE RICHARD T | director | 523 |
| HETRICK TERESA M | Executive Officer | 344 |
| COOK ADAM T | Senior Vice President | 325 |
| RANTTILA MICHAEL | EVP/CFO | 50 |
| ERMINIO COURTNEY M | SVP/Risk Officer | 1 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Feb 21, 2025 | VOINOVICH MICHAEL C | PURCHASE | 26.00 | 120 | 3.12K | 769 |
| Feb 21, 2025 | DIGERONIMO KEVIN A | PURCHASE | 25.65 | 1.95K | 50.02K | 4.67K |
| Feb 21, 2025 | RANTTILA MICHAEL | PURCHASE | 25.15 | 48 | 1.21K | 50 |
| Feb 03, 2025 | RANTTILA MICHAEL | PURCHASE | 25.50 | 300 | 7.65K | 300 |
| Sep 16, 2024 | ZIMMERLY RONALD LEN JR. | PURCHASE | 28.47 | 212 | 6.04K | 31.29K |
| Jun 05, 2024 | WILSON THOMAS M | PURCHASE | 20.98 | 1K | 20.98K | 12.5K |
| May 31, 2024 | MOELLER JENNIFER L | PURCHASE | 21.40 | 200 | 4.28K | 2.11K |
| May 13, 2024 | ZIMMERLY RONALD LEN JR. | PURCHASE | 22.47 | 1K | 22.47K | 8.79K |
| May 09, 2024 | MOELLER JENNIFER L | PURCHASE | 23.00 | 250 | 5.75K | 1.91K |
| May 09, 2024 | WILSON THOMAS M | PURCHASE | 22.38 | 1K | 22.38K | 11.5K |
| Feb 14, 2024 | MOELLER JENNIFER L | PURCHASE | 23.75 | 280 | 6.65K | 1.66K |
| Feb 05, 2024 | VOINOVICH MICHAEL C | PURCHASE | 25.75 | 1K | 25.75K | 9.25K |
| Feb 02, 2024 | VOINOVICH MICHAEL C | PURCHASE | 26.67 | 1K | 26.67K | 8.25K |
| Nov 02, 2023 | MOELLER JENNIFER L | PURCHASE | 25.25 | 43 | 1.09K | 1.65K |
| May 16, 2023 | HESLOP JAMES R II | PURCHASE | 22.56 | 577 | 13.02K | 3.84K |
| May 12, 2023 | HESLOP JAMES R II | PURCHASE | 22.60 | 23 | 519.8 | 2.86K |
| May 11, 2023 | WILSON THOMAS M | PURCHASE | 22.59 | 1K | 22.59K | 10.5K |
| Apr 28, 2023 | VOINOVICH MICHAEL C | PURCHASE | 27.67 | 100 | 2.77K | 7.25K |
| Apr 28, 2023 | ZIMMERLY RONALD LEN JR. | PURCHASE | 27.28 | 630 | 17.19K | 2.01K |
| Apr 27, 2023 | HESLOP JAMES R II | PURCHASE | 27.26 | 400 | 10.9K | 33.17K |
| Apr 27, 2023 | VOINOVICH MICHAEL C | PURCHASE | 26.70 | 200 | 5.34K | 7.15K |
| Apr 27, 2023 | SKIDMORE WILLIAM J | PURCHASE | 27.56 | 200 | 5.51K | 1.81K |
| Mar 16, 2023 | HESLOP JAMES R II | PURCHASE | 26.79 | 300 | 8.04K | 32.77K |
| Mar 13, 2023 | VOINOVICH MICHAEL C | PURCHASE | 26.50 | 200 | 5.3K | 6.95K |
| Mar 02, 2023 | VOINOVICH MICHAEL C | PURCHASE | 27.96 | 200 | 5.59K | 649 |
| Nov 22, 2022 | HESLOP JAMES R II | PURCHASE | 29.67 | 200 | 5.93K | 2.84K |
| Oct 21, 2022 | VOINOVICH MICHAEL C | PURCHASE | 28.89 | 100 | 2.89K | 6.75K |
| Jun 09, 2022 | HESLOP JAMES R II | PURCHASE | 25.00 | 492 | 12.3K | 2.64K |
| Jun 08, 2022 | HESLOP JAMES R II | PURCHASE | 25.00 | 4 | 100 | 2.14K |
| Jun 03, 2022 | HESLOP JAMES R II | PURCHASE | 25.00 | 4 | 100 | 29.37K |
| Dec 03, 2021 | HESLOP JAMES R II | PURCHASE | 25.25 | 300 | 7.58K | 2.14K |
| Sep 09, 2021 | HESLOP JAMES R II | PURCHASE | 23.65 | 300 | 7.1K | 1.84K |
| Jul 29, 2021 | HESLOP JAMES R II | PURCHASE | 24.05 | 300 | 7.22K | 1.54K |
| Mar 01, 2021 | HESLOP JAMES R II | PURCHASE | 21.78 | 300 | 6.53K | 1.24K |
| Jan 29, 2021 | HESLOP JAMES R II | PURCHASE | 19.67 | 500 | 9.84K | 936 |
| Sep 02, 2020 | HESLOP JAMES R II | PURCHASE | 17.75 | 400 | 7.1K | 436 |
| Jul 31, 2020 | ROSE CLAYTON W III | PURCHASE | 17.59 | 515 | 9.06K | 1.96K |
| May 06, 2020 | COOK ADAM T | PURCHASE | 17.25 | 325 | 5.61K | 325 |
| Mar 09, 2020 | HESLOP JAMES R II | PURCHASE | 20.49 | 300 | 6.15K | 23.18K |
| Feb 18, 2020 | ROSE CLAYTON W III | PURCHASE | 24.88 | 365 | 9.08K | 1.45K |
| May 13, 2019 | HESLOP JAMES R II | PURCHASE | 40.84 | 200 | 8.17K | 10.88K |
| Mar 15, 2019 | ROSE CLAYTON W III | PURCHASE | 42.95 | 191 | 8.2K | 531 |
| Nov 06, 2018 | HETRICK TERESA M | SALE | 45.73 | 500 | 22.87K | 344 |
| May 02, 2018 | ROSE CLAYTON W III | PURCHASE | 50.50 | 176 | 8.89K | 335 |
| Mar 02, 2018 | ROSE CLAYTON W III | PURCHASE | 48.45 | 159 | 7.7K | 159 |
| Jun 05, 2017 | STACY DONALD L | SALE | 54.00 | 750 | 40.5K | 1.25K |
| Mar 15, 2017 | TURK CAROLYN J | PURCHASE | 41.23 | 121 | 5K | 12.61K |
| May 24, 2016 | HESLOP JAMES R II | PURCHASE | 33.00 | 221 | 7.29K | 7.43K |
| May 24, 2016 | ROSE CLAYTON W III | PURCHASE | 33.00 | 1K | 33K | 2.46K |
| May 13, 2016 | TURK CAROLYN J | PURCHASE | 33.00 | 1K | 33K | 12.12K |
| May 13, 2016 | HUMMEL ERIC W | PURCHASE | 33.00 | 10K | 330K | 16.23K |
| Mar 14, 2014 | HESLOP JAMES R II | PURCHASE | 27.05 | 4 | 100 | 6.29K |
| Nov 18, 2013 | ERMINIO COURTNEY M | PURCHASE | 25.80 | 1 | 25.8 | 1 |
| Jun 07, 2013 | HESLOP JAMES R II | PURCHASE | 28.00 | 116 | 3.25K | 5.96K |
| Dec 17, 2012 | HUMMEL ERIC W | PURCHASE | 24.00 | 2.08K | 50K | 5.69K |
| Apr 16, 2012 | HUMMEL ERIC W | PURCHASE | 22.25 | 280 | 6.23K | 3.25K |
| Dec 15, 2011 | HESLOP JAMES R II | PURCHASE | 17.09 | 18 | 300 | 5.51K |
| Dec 15, 2011 | TURK CAROLYN J | PURCHASE | 17.09 | 73 | 1.25K | 7.94K |
| Sep 15, 2011 | MCCASKEY JAMES J | PURCHASE | 17.00 | 53 | 900 | 1.72K |
| Sep 15, 2011 | TURK CAROLYN J | PURCHASE | 17.00 | 74 | 1.25K | 7.68K |
| Sep 15, 2011 | COYNE RICHARD T | PURCHASE | 17.00 | 29 | 500 | 523 |
| Sep 15, 2011 | HESLOP JAMES R II | PURCHASE | 17.00 | 76 | 1.3K | 5.43K |
| Aug 12, 2011 | MCCASKEY JAMES J | PURCHASE | 16.00 | 200 | 3.2K | 1.64K |
| Aug 12, 2011 | HESLOP JAMES R II | PURCHASE | 16.00 | 250 | 4K | 5.28K |
| Aug 10, 2011 | TURK CAROLYN J | PURCHASE | 16.00 | 1.5K | 24K | 7.56K |
| Jun 20, 2011 | HESLOP JAMES R II | PURCHASE | 18.00 | 54 | 972 | 5.03K |
| Mar 08, 2011 | STACY DONALD L | PURCHASE | 16.00 | 1K | 16K | 2.12K |
| Mar 08, 2011 | HESLOP JAMES R II | PURCHASE | 16.00 | 1K | 16K | 4.88K |
| Jan 31, 2011 | COYNE RICHARD T | PURCHASE | 16.00 | 400 | 6.4K | 5.32K |
| Jan 31, 2011 | TURK CAROLYN J | PURCHASE | 16.00 | 2.5K | 40K | 6.3K |
| Sep 15, 2010 | TURK CAROLYN J | PURCHASE | 17.50 | 71 | 1.25K | 3.75K |
| Sep 15, 2010 | HESLOP JAMES R II | PURCHASE | 17.50 | 20 | 350 | 3.84K |
| Sep 15, 2010 | MCCASKEY JAMES J | PURCHASE | 17.50 | 51 | 900.01 | 1.51K |
| Mar 15, 2010 | TURK CAROLYN J | PURCHASE | 23.50 | 53 | 1.25K | 2.93K |
| Mar 15, 2010 | COYNE RICHARD T | PURCHASE | 23.50 | 19 | 450 | 453 |
| Mar 15, 2010 | MCCASKEY JAMES J | PURCHASE | 23.50 | 38 | 900 | 1.46K |
| Mar 15, 2010 | HESLOP JAMES R II | PURCHASE | 23.50 | 15 | 350.01 | 3.73K |
| Mar 02, 2010 | MCCASKEY JAMES J | PURCHASE | 23.00 | 200 | 4.6K | 1.41K |
| Dec 15, 2009 | TURK CAROLYN J | PURCHASE | 18.50 | 68 | 1.25K | 3.45K |
| Dec 15, 2009 | MCCASKEY JAMES J | PURCHASE | 18.50 | 49 | 900.01 | 1.21K |
| Dec 15, 2009 | HESLOP JAMES R II | PURCHASE | 19.10 | 100 | 1.91K | 3.63K |
| Dec 15, 2009 | COYNE RICHARD T | PURCHASE | 18.50 | 54 | 1K | 429 |
| Oct 30, 2009 | TURK CAROLYN J | PURCHASE | 16.25 | 400 | 6.5K | 3.34K |
| Sep 15, 2009 | TURK CAROLYN J | PURCHASE | 18.25 | 68 | 1.25K | 2.91K |
| Sep 15, 2009 | HESLOP JAMES R II | PURCHASE | 18.25 | 19 | 350 | 3.53K |
| Sep 15, 2009 | MCCASKEY JAMES J | PURCHASE | 18.25 | 49 | 900 | 1.14K |
| Jul 21, 2009 | HESLOP JAMES R II | PURCHASE | 19.10 | 100 | 1.91K | 3.47K |
| Jun 15, 2009 | HESLOP JAMES R II | PURCHASE | 20.35 | 15 | 300 | 3.37K |
| Jun 15, 2009 | MCCASKEY JAMES J | PURCHASE | 20.35 | 44 | 900 | 1.08K |
| Jun 15, 2009 | TURK CAROLYN J | PURCHASE | 20.35 | 61 | 1.25K | 2.8K |
| Jun 15, 2009 | COYNE RICHARD T | PURCHASE | 20.35 | 23 | 459.99 | 365 |
| Apr 28, 2009 | HESLOP JAMES R II | PURCHASE | 22.65 | 100 | 2.27K | 3.33K |
| Mar 13, 2009 | MCCASKEY JAMES J | PURCHASE | 20.60 | 44 | 899.99 | 1.02K |
| Mar 13, 2009 | COYNE RICHARD T | PURCHASE | 20.60 | 24 | 500 | 338 |
| Mar 13, 2009 | HESLOP JAMES R II | PURCHASE | 20.60 | 32 | 649.99 | 3.23K |
| Feb 06, 2009 | HESLOP JAMES R II | PURCHASE | 22.00 | 153 | 3.37K | 3.17K |
| Dec 12, 2008 | HETRICK TERESA M | PURCHASE | 21.00 | 0 | 7.27 | 28 |
| Dec 12, 2008 | HESLOP JAMES R II | PURCHASE | 21.00 | 5 | 102.48 | 399 |
| Sep 12, 2008 | COYNE RICHARD T | PURCHASE | 21.00 | 55 | 1.15K | 306 |
| Sep 12, 2008 | TURK CAROLYN J | PURCHASE | 21.00 | 60 | 1.25K | 2.71K |
| Sep 12, 2008 | MCCASKEY JAMES J | PURCHASE | 21.00 | 43 | 900 | 877 |