Bank of N.T. Butterfield & Son Ltd (NTB) — Institutional Holders, Q2 2026 (page 3)
252 institutional investment managers reported a NTB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 252. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NTB 13F holders ranked 201–252 of 252
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Ronald Blue#201 · 245 sh | 245 | $14.6K | — | -35.5% |
| 202 | ASSETMARK#202 · 244 sh | 244 | $14.5K | — | 0.0% |
| 203 | Parkside Financial Bank#203 · 242 sh | 242 | $14.4K | — | +100.0% |
| 204 | True Wealth Design#204 · 208 sh | 208 | $12.4K | — | 0.0% |
| 205 | Olistico Wealth#205 · 200 sh | 200 | $11.9K | — | 0.0% |
| 206 | HARBOUR INVESTMENTS#206 · 200 sh | 200 | $11.9K | <0.01% | 0.0% |
| 207 | PNC FINANCIAL SERVICES GROUP#207 · 196 sh | 196 | $11.7K | 0.00% | +5.4% |
| 208 | Fortitude Family Office#208 · 177 sh | 177 | $10.5K | — | +200.0% |
| 209 | US BANCORP \DE\#209 · 170 sh | 170 | $10.1K | 0.00% | 0.0% |
| 210 | AMERIFLEX GROUP#210 · 162 sh | 162 | $9.6K | <0.01% | 0.0% |
| 211 | LRI Investments#211 · 155 sh | 155 | $9.2K | <0.01% | +2.0% |
| 212 | Larson Financial Group#212 · 148 sh | 148 | $8.8K | <0.01% | +46.5% |
| 213 | SBI Securities , Ltd.#213 · 106 sh | 106 | $6.3K | — | +863.6% |
| 214 | Parallel Advisors#214 · 97 sh | 97 | $5.8K | <0.01% | +340.9% |
| 215 | CVA Family Office#215 · 94 sh | 94 | $5.6K | <0.01% | 0.0% |
| 216 | MATHER GROUP#216 · 90 sh | 90 | $5.4K | — | 0.0% |
| 217 | SJS Investment Consulting#217 · 85 sh | 85 | $5.1K | — | +51.8% |
| 218 | JFS WEALTH ADVISORS#218 · 69 sh | 69 | $4.1K | <0.01% | 0.0% |
| 219 | Quarry#219 · 56 sh | 56 | $3.3K | <0.01% | -27.3% |
| 220 | Ares Financial Consulting#220 · 44 sh | 44 | $2.6K | — | 0.0% |
| 221 | Spectrum Wealth Advisory Group#221 · 39 sh | 39 | $2.3K | <0.01% | New |
| 222 | Keating Financial Advisory Services#222 · 39 sh | 39 | $2.3K | <0.01% | +5.4% |
| 223 | Dogwood Wealth Management#223 · 38 sh | 38 | $2.3K | <0.01% | 0.0% |
| 224 | Basecamp Wealth Advisors#224 · 38 sh | 38 | $2.3K | <0.01% | 0.0% |
| 225 | Valued Wealth Advisors#225 · 36 sh | 36 | $2.1K | <0.01% | New |
| 226 | ACTION POINT FINANCIAL PLANNING#226 · 37 sh | 37 | $2.0K | <0.01% | New |
| 227 | Torren Management#227 · 32 sh | 32 | $1.9K | <0.01% | 0.0% |
| 228 | Bare Financial Services#228 · 31 sh | 31 | $1.8K | <0.01% | +138.5% |
| 229 | Silver Grove Financial Group#229 · 30 sh | 30 | $1.8K | <0.01% | New |
| 230 | Rossby Financial, LCC#230 · 23 sh | 23 | $1.4K | <0.01% | 0.0% |
| 231 | Creative Capital Management Investments#231 · 21 sh | 21 | $1.3K | <0.01% | New |
| 232 | Ameritas Advisory Services#232 · 18 sh | 18 | $1.1K | 0.00% | New |
| 233 | Private Wealth Management Group#233 · 18 sh | 18 | $1.1K | — | 0.0% |
| 234 | Covestor Ltd#234 · 17 sh | 17 | $1.0K | <0.01% | +13.3% |
| 235 | Clearstead Advisors#235 · 14 sh | 14 | $861.00 | 0.00% | 0.0% |
| 236 | Bay Harbor Wealth Management#236 · 14 sh | 14 | $833.00 | <0.01% | +27.3% |
| 237 | Physician Wealth Advisors#237 · 14 sh | 14 | $833.00 | — | 0.0% |
| 238 | DiNuzzo Private Wealth#238 · 14 sh | 14 | $833.00 | — | 0.0% |
| 239 | JPL Wealth Management#239 · 10 sh | 10 | $596.00 | <0.01% | 0.0% |
| 240 | SHP Wealth Management#240 · 9 sh | 9 | $536.00 | 0.00% | New |
| 241 | HFM Investment Advisors#241 · 9 sh | 9 | $536.00 | <0.01% | +125.0% |
| 242 | Rialto Wealth Management#242 · 7 sh | 7 | $417.00 | <0.01% | 0.0% |
| 243 | Stone House Investment Management#243 · 4 sh | 4 | $238.00 | — | 0.0% |
| 244 | DecisionPoint Financial#244 · 2 sh | 2 | $121.00 | 0.00% | New |
| 245 | Hughes Financial Services#245 · 2 sh | 2 | $119.00 | 0.00% | +100.0% |
| 246 | GHP Investment Advisors#246 · 1 sh | 1 | $60.00 | — | 0.0% |
| 247 | RAFFA WEALTH MANAGEMENT#247 · 1 sh | 1 | $60.00 | 0.00% | 0.0% |
| 248 | TFC Financial Management#248 · 1 sh | 1 | $60.00 | — | 0.0% |
| 249 | MARYLAND CAPITAL ADVISORS#249 · 1 sh | 1 | $60.00 | — | — |
| 250 | SIMPLEX TRADING#250 · 1 sh | 1 | $59.00 | 0.00% | New |
| 251 | Navigoe#251 · 5 sh | 5 | $0.00 | 0.00% | New |
| 252 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#252 · 557 sh | 557 | — | — | -75.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.