As of the latest SEC filings, NBT BANCORP INC (NBTB) is held by 265 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $133,713,888.84 in market value, representing 0.15% of its portfolio.
Funds holding NBT BANCORP INC (NBTB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- NBTB
- CIK:
- 0000790359
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.15% | $133,713,888.84 | 3,140,298 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $67,518,424.72 | 1,585,684 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.07% | $53,729,998.80 | 1,261,860 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $48,771,259.74 | 1,145,403 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.05% | $31,069,476.34 | 729,673 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $24,803,659.02 | 582,519 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.07% | $22,209,898.88 | 508,352 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.29% | $21,747,138.88 | 510,736 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.15% | $20,128,587.92 | 472,724 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.14% | $17,507,448.28 | 411,166 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.11% | $16,641,652.07 | 380,903 | Apr 30, 2026 | Jun 24, 2026 |
|
FTHNX
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
|
MF | Independent / Boutique | 0.15% | $16,250,146.04 | 381,638 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.11% | $15,162,614.50 | 347,050 | Apr 30, 2026 | Jun 29, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.15% | $14,170,538.84 | 332,798 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.01% | $12,823,757.73 | 293,517 | Apr 30, 2026 | Jun 26, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.33% | $12,233,702.38 | 287,311 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $11,931,214.72 | 273,088 | Apr 30, 2026 | Jun 24, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.13% | $11,786,782.70 | 276,815 | Mar 31, 2026 | May 22, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.29% | $11,663,981.98 | 273,931 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $11,638,807.68 | 272,444 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.05% | $10,872,581.76 | 254,508 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.07% | $10,843,275.84 | 253,822 | Feb 28, 2026 | Apr 28, 2026 |
|
MCVSX
Victory Integrity Small-Cap Value Fund
|
MF | Independent / Boutique | 1.02% | $10,432,100.00 | 245,000 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.12% | $9,214,133.62 | 210,898 | Apr 30, 2026 | Jun 24, 2026 |
|
FRBAX
Regional Bank Fund
|
MF | John Hancock | 1.04% | $9,077,034.40 | 207,760 | Apr 30, 2026 | Jun 25, 2026 |
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