Sumitomo Mitsui Financial Group, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Sumitomo Mitsui Financial Group, Inc. reported 164 stock positions worth $5.6 billion. Its top holding was Ares Management Class A (ARES) at 38.2% of the portfolio, followed by Jefferies Financial (JEF, 10.1%) and SS SPDR S&P 500 ETF Trust-US (SPY, 9.2%). Compared with Q3 2025, it opened 23 new positions, sold out of 10, added to 71 and reduced 49. The biggest buy was a new position in SS Technology Select Sector (XLK) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001022837
- Portfolio Value
- $5.6B (Q4 2025)
- SEC Filing
- 0001193125-26-047559 ↗ filed Feb 12, 2026
Holdings Value
Holdings 164 stocks · $5.6B
| ARES Ares Management Corp. Class A | 38.25% | 13,364,740 | $2.2B | No change |
| JEF Jefferies Financial Group Inc. | 10.15% | 9,247,081 | $573.0M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 9.15% | 753,512 | $517.0M | Reduce -15.0% |
| GLD SPDR Gold Shares | 3.84% | 546,779 | $216.7M | Add +6.2% |
| AGG iShares Core U.S. Aggregate | 2.39% | 1,351,604 | $135.0M | Add +2.7% |
| CME Cme Group Inc. | 2.28% | 471,846 | $128.9M | No change |
| QQQ Invesco QQQ Trust Series 1 | 1.95% | 178,626 | $110.4M | Reduce -43.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.60% | 818,495 | $90.2M | Add +5.3% |
| NVDA Nvidia Corp. | 1.51% | 457,826 | $85.4M | Reduce -2.7% |
| IEF iShares 7-10 Year Treasury B | 1.42% | 832,849 | $80.1M | Add +2.2% |
| AVGO Broadcom Inc. | 1.37% | 223,344 | $77.3M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 1.34% | 241,019 | $75.6M | Reduce -7.9% |
| IVV iShares Core S&P 500 ETF | 1.26% | 103,000 | $71.1M | Reduce -51.0% |
| XLK SS Technology Select Sector | 1.20% | 466,000 | $67.8M | New |
| XBI SS SPDR S&P Biotech ETF | 1.14% | 9,424 | $64.4M | Reduce -17.4% |
| ANET Arista Networks Inc. | 1.07% | 462,612 | $60.6M | Add +5.3% |
| XYZ Block Inc. | 1.05% | 908,216 | $59.1M | Reduce -0.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.01% | 710,528 | $57.3M | Add +3.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.99% | 1,054,258 | $55.7M | Add +5.3% |
| MSFT Microsoft Corp. | 0.93% | 108,493 | $52.5M | Add +5.3% |
| META Meta Platforms Inc. Class A | 0.88% | 75,356 | $49.7M | Add +7.1% |
| AMZN Amazon.com Inc. | 0.86% | 209,985 | $48.5M | Add +5.3% |
| MBB iShares MBS ETF | 0.76% | 453,542 | $43.2M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 0.75% | 132,155 | $42.6M | Add +3.8% |
| PFF iShares Preferred & Income S | 0.63% | 1,150,603 | $35.6M | Add +11.8% |
| GE General Electric filed as GE AEROSPACE | 0.60% | 110,050 | $33.9M | Add +13.7% |
| UNH Unitedhealth Group Inc. | 0.60% | 102,260 | $33.8M | Add +8.8% |
| AXP American Express Co. | 0.57% | 86,871 | $32.1M | Add +4.8% |
| INTU Intuit Inc. | 0.52% | 44,430 | $29.4M | Reduce -4.7% |
| FSLR First Solar Inc. | 0.52% | 112,125 | $29.3M | Add +7.0% |
| KW Kennedy-Wilson Holdings Inc. | 0.47% | 2,765,866 | $26.7M | No change |
| TLT iShares 20+ Year Treasury BD | 0.46% | 300,063 | $26.2M | Reduce -7.5% |
| BSX Boston Scientific Corp. | 0.46% | 269,875 | $25.7M | Add +1.5% |
| AMGN Amgen Inc. | 0.45% | 78,123 | $25.6M | Add +3.1% |
| BLK BlackRock Inc. | 0.43% | 22,851 | $24.5M | Add +10.1% |
| DHI D.R. Horton Inc. | 0.43% | 169,255 | $24.4M | Add +5.2% |
| GWW WW Grainger Inc. | 0.40% | 22,515 | $22.7M | Add +0.8% |
| VGT Vanguard Info Tech ETF | 0.36% | 27,239 | $20.5M | Add +8.7% |
| KO The Coca-Cola Co. | 0.36% | 288,214 | $20.1M | Add +5.5% |
| NEM Newmont Corp. | 0.34% | 190,004 | $19.0M | New |
| BAB Invesco Taxable Municipal Bo | 0.30% | 632,708 | $17.2M | Reduce -1.5% |
| GOVT iShares US Treasury Bond ETF | 0.29% | 713,067 | $16.4M | Add +3.1% |
| SGOV iShares 0-3 Month Treasury B | 0.23% | 126,933 | $12.7M | Add +11.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.21% | 108,790 | $12.0M | Add +11.6% |
| IYR iShares US Real Estate ETF | 0.21% | 127,151 | $11.9M | Add +0.7% |
| QCOM Qualcomm Inc. | 0.20% | 64,377 | $11.0M | Add +22.1% |
| ULTA Ulta Beauty Inc. | 0.19% | 17,969 | $10.9M | Reduce -2.1% |
| VOO Vanguard S&P 500 ETF | 0.19% | 17,299 | $10.8M | Add +3.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.18% | 124,144 | $10.3M | Add +7.2% |
| XLP SS Consumer Staples Sel Sect | 0.17% | 122,859 | $9.5M | Reduce -1.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.17% | 221,439 | $9.5M | Add +34.5% |
| COST Costco Wholesale Corp. | 0.16% | 10,604 | $9.1M | Add +6.8% |
| INDA iShares MSCI India ETF | 0.14% | 149,881 | $8.1M | Add +8.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 100,653 | $8.0M | Add +11.6% |
| TIP iShares Tips Bond ETF | 0.13% | 64,923 | $7.1M | Add +9.8% |
| ALLW State Street Brgwtr All WTHR | 0.12% | 239,835 | $6.6M | New |
| VCLT Vanguard Long-Term Corp. Bond | 0.11% | 79,788 | $6.1M | Add +4.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.10% | 75,779 | $5.4M | Reduce -12.5% |
| CSCO Cisco Systems Inc. | 0.09% | 69,329 | $5.3M | Add +32.2% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 38,029 | $5.3M | Reduce -0.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.09% | 43,826 | $5.2M | Add +2.1% |
| PFE Pfizer Inc. | 0.08% | 190,203 | $4.7M | Add +16.7% |
| IGV iShares Expanded Tech-Softwa | 0.08% | 43,411 | $4.6M | Reduce -18.3% |
| CELH Celsius Holdings Inc. | 0.08% | 100,000 | $4.6M | No change |
| RL Ralph Lauren Corp. | 0.08% | 12,255 | $4.3M | Add +4.2% |
| VCIT Vanguard Int-Term Corporate | 0.08% | 50,648 | $4.2M | Add +16.5% |
| PG The Procter & Gamble Co. | 0.07% | 28,238 | $4.0M | Add +4.6% |
| EEM iShares MSCI Emerging Market | 0.07% | 72,359 | $4.0M | Add +55.5% |
| HD Home Depot Inc. | 0.07% | 11,112 | $3.8M | Add +1.4% |
| SOXX iShares Semiconductor ETF | 0.07% | 12,483 | $3.8M | Reduce -15.6% |
| PEP Pepsico Inc. | 0.06% | 24,949 | $3.6M | Add +6.2% |
| IYE iShares U.S. Energy ETF | 0.06% | 74,296 | $3.5M | Reduce -5.3% |
| TXN Texas Instruments Inc. | 0.06% | 19,727 | $3.4M | Reduce -22.7% |
| SCHD Schwab US DVD Equity ETF | 0.05% | 110,850 | $3.0M | Reduce -12.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.05% | 23,390 | $2.7M | Add +12.2% |
| REET iShares Global REIT ETF | 0.05% | 104,810 | $2.6M | Add +0.5% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 42,782 | $2.3M | Reduce -3.9% |
| T AT&T Inc. | 0.04% | 85,232 | $2.1M | Add +2.1% |
| APD Air Products & Chemicals Inc. | 0.04% | 8,286 | $2.0M | Reduce -88.4% |
| SKYY First Trust Cloud Computing | 0.04% | 15,638 | $2.0M | Reduce -12.3% |
| OMC Omnicom Group | 0.04% | 24,557 | $2.0M | Add +6.2% |
| GDX Vaneck Gold Miners ETF | 0.03% | 22,652 | $1.9M | Add +16.1% |
| EMB iShares JP Morgan Usd Emergi | 0.03% | 16,141 | $1.6M | Add +6.8% |
| IHI iShares U.S. Medical Devices | 0.02% | 21,315 | $1.3M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 0.02% | 19,602 | $1.3M | Reduce -3.5% |
| VNQ Vanguard Real Estate ETF | 0.02% | 14,142 | $1.3M | Add +4.4% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.02% | 2,545,222 | $1.1M | Add +8.6% |
| WCLD Wisdomtree Cloud Computing | 0.02% | 29,728 | $1.0M | Reduce -40.9% |
| SYY Sysco Corp. | 0.02% | 13,454 | $991K | Reduce -24.0% |
| XLC SS Comm Select Sector SPDR | 0.02% | 7,868 | $926K | Add +18.7% |
| VZ Verizon Communications Inc. | 0.02% | 20,988 | $854K | Add +25.5% |
| PAVE Global X US Infrastructure | 0.01% | 17,595 | $841K | Reduce -15.0% |
| IBB iShares Biotechnology ETF | 0.01% | 4,901 | $827K | Reduce -29.3% |
| DVY iShares Select Dividend ETF | 0.01% | 5,717 | $807K | Reduce -0.6% |
| GIS General Mills Inc. | 0.01% | 16,889 | $785K | Reduce -1.8% |
| VHT Vanguard Health Care ETF | 0.01% | 2,670 | $769K | Reduce -32.1% |
| VCR Vanguard Consumer Discre ETF | 0.01% | 1,787 | $704K | Add +15.4% |
| MU Micron Technology Inc. | 0.01% | 2,235 | $658K | New |
| AAPL Apple Inc. | 0.01% | 2,307 | $632K | Add +350.6% |
| GDXJ Vaneck Junior Gold Miners | 0.01% | 5,430 | $618K | Add +2.1% |
Options reported separately and not counted above: INVESCO QQQ TR puts ($596K), CELSIUS HLDGS INC calls ($551K), INVESCO QQQ TR calls ($250K), ADVANCED MICRO DEVICES INC puts ($85K), ARM HOLDINGS PLC puts ($44K), FREEPORT MCMORAN INC puts ($35K), QUALCOMM INC puts ($34K), MARVELL TECHNOLOGY INC puts ($31K), ADVANCED MICRO DEVICES INC calls ($20K), FREEPORT MCMORAN INC calls ($19K), MARVELL TECHNOLOGY INC calls ($18K), QUALCOMM INC calls ($9K), and 2 more.
Portfolio Sells Q3 2025 → Q4 2025
| QQQ Invesco QQQ Trust Series 1 | Reduce -43.5% | 1.95% | −1.38 |
| IVV iShares Core S&P 500 ETF | Reduce -51.0% | 1.26% | −1.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -15.0% | 9.15% | −1.20 |
| APD Air Products & Chemicals Inc. | Reduce -88.4% | 0.04% | −0.30 |
| XYZ Block Inc. | Reduce -0.0% | 1.05% | −0.10 |
| TLT iShares 20+ Year Treasury BD | Reduce -7.5% | 0.46% | −0.05 |
| INTU Intuit Inc. | Reduce -4.7% | 0.52% | −0.04 |
| NVDA Nvidia Corp. | Reduce -2.7% | 1.51% | −0.03 |
| IGV iShares Expanded Tech-Softwa | Reduce -18.3% | 0.08% | −0.03 |
| BOND PIMCO Active Bond Exchange-T | Reduce -87.8% | 0.00% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -22.7% | 0.06% | −0.02 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -12.5% | 0.10% | −0.02 |
| ZS Zscaler Inc. | Reduce -93.1% | 0.00% | −0.02 |
| WCLD Wisdomtree Cloud Computing | Reduce -40.9% | 0.02% | −0.01 |
| NFLX Netflix Inc. | Reduce -82.0% | 0.00% | −0.01 |
| SYY Sysco Corp. | Reduce -24.0% | 0.02% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -12.8% | 0.05% | −0.01 |
| SKYY First Trust Cloud Computing | Reduce -12.3% | 0.04% | −0.01 |
| ADBE Adobe Inc. | Reduce -90.0% | 0.00% | −0.00 |
| VHT Vanguard Health Care ETF | Reduce -32.1% | 0.01% | −0.00 |
| TSLA Tesla Inc. | Reduce -60.3% | 0.00% | −0.00 |
| SOXX iShares Semiconductor ETF | Reduce -15.6% | 0.07% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Reduce -1.9% | 0.17% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -29.3% | 0.01% | −0.00 |
| IYE iShares U.S. Energy ETF | Reduce -5.3% | 0.06% | −0.00 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.00 |
| BAB Invesco Taxable Municipal Bo | Reduce -1.5% | 0.30% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -12.3% | 0.01% | −0.00 |
| PAVE Global X US Infrastructure | Reduce -15.0% | 0.01% | −0.00 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.00 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.00 |
| ITW Illinois Tool Works | Reduce -20.8% | 0.01% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -66.1% | 0.00% | −0.00 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -42.8% | 0.00% | −0.00 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.00 |
| GIS General Mills Inc. | Reduce -1.8% | 0.01% | −0.00 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.00 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.00 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.00 |
| AFL Aflac Inc. | Reduce -26.0% | 0.00% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.00 |
| WYNN WYNN Resorts Ltd. | Sold out | 0.00% | −0.00 |
| MRVL Marvell Technology Inc. | Reduce -30.0% | 0.00% | −0.00 |
| ZM Zoom Communications Inc. | Reduce -31.6% | 0.00% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -10.2% | 0.00% | −0.00 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -1.6% | 0.00% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -3.5% | 0.02% | −0.00 |
| DVY iShares Select Dividend ETF | Reduce -0.6% | 0.01% | 0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.3% | 0.09% | 0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| XLK SS Technology Select Sector | New | 1.20% | +1.20 |
| GLD SPDR Gold Shares | Add +6.2% | 3.84% | +0.63 |
| NEM Newmont Corp. | New | 0.34% | +0.34 |
| ALLW State Street Brgwtr All WTHR | New | 0.12% | +0.12 |
| FSLR First Solar Inc. | Add +7.0% | 0.52% | +0.11 |
| AMZN Amazon.com Inc. | Add +5.3% | 0.86% | +0.09 |
| GE General Electric | Add +13.7% | 0.60% | +0.09 |
| AXP American Express Co. | Add +4.8% | 0.57% | +0.09 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +5.3% | 1.60% | +0.08 |
| AMGN Amgen Inc. | Add +3.1% | 0.45% | +0.08 |
| AGG iShares Core U.S. Aggregate | Add +2.7% | 2.39% | +0.08 |
| PFF iShares Preferred & Income S | Add +11.8% | 0.63% | +0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +5.3% | 0.99% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +3.8% | 0.75% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +34.5% | 0.17% | +0.04 |
| QCOM Qualcomm Inc. | Add +22.1% | 0.20% | +0.04 |
| IEF iShares 7-10 Year Treasury B | Add +2.2% | 1.42% | +0.04 |
| KO The Coca-Cola Co. | Add +5.5% | 0.36% | +0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +3.7% | 1.01% | +0.04 |
| VGT Vanguard Info Tech ETF | Add +8.7% | 0.36% | +0.04 |
| CSCO Cisco Systems Inc. | Add +32.2% | 0.09% | +0.03 |
| MBB iShares MBS ETF | Add +3.0% | 0.76% | +0.03 |
| GWW WW Grainger Inc. | Add +0.8% | 0.40% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +8.8% | 0.60% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +55.5% | 0.07% | +0.03 |
| SGOV iShares 0-3 Month Treasury B | Add +11.9% | 0.23% | +0.03 |
| SHV iShares 0-1 Year Treasury Bo | Add +11.6% | 0.21% | +0.02 |
| INDA iShares MSCI India ETF | Add +8.5% | 0.14% | +0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.6% | 0.14% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | Add +7.2% | 0.18% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +3.5% | 0.19% | +0.01 |
| RL Ralph Lauren Corp. | Add +4.2% | 0.08% | +0.01 |
| MU Micron Technology Inc. | New | 0.01% | +0.01 |
| TIP iShares Tips Bond ETF | Add +9.8% | 0.13% | +0.01 |
| PFE Pfizer Inc. | Add +16.7% | 0.08% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +16.5% | 0.08% | +0.01 |
| GOVT iShares US Treasury Bond ETF | Add +3.1% | 0.29% | +0.01 |
| AAPL Apple Inc. | Add +350.6% | 0.01% | +0.01 |
| VRT Vertiv Holdings Co. Class A | New | 0.01% | +0.01 |
| BLK BlackRock Inc. | Add +10.1% | 0.43% | +0.01 |
| GDX Vaneck Gold Miners ETF | Add +16.1% | 0.03% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +12.2% | 0.05% | +0.01 |
| GOOGL Alphabet Inc. Class A | New | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.01% | +0.01 |
| CRM Salesforce Inc. | Add +393.5% | 0.01% | +0.01 |
| PEP Pepsico Inc. | Add +6.2% | 0.06% | +0.01 |
| ROKU Roku Inc. | New | 0.01% | +0.01 |
| ALB Albemarle Corp. | New | 0.00% | +0.00 |
| V Visa Inc. Class A | New | 0.00% | +0.00 |
| LLY Eli Lilly & Co. | Add +248.5% | 0.00% | +0.00 |
Options Activity Q3 2025 → Q4 2025
| MICRON TECHNOLOGY INC | call | Sold out | 29,700 | $1.2Mbefore exit |
| INVESCO QQQ TR | put | Add +514.0% | 30,700 | $596K |
| INVESCO QQQ TR | call | Add +380.8% | 12,500 | $250K |
| ARM HOLDINGS PLC | call | Sold out | 9,000 | $156Kbefore exit |
| ADVANCED MICRO DEVICES INC | put | Add +233.3% | 5,000 | $85K |
| STARBUCKS CORP | call | Sold out | 17,000 | $78Kbefore exit |
| INTUITIVE SURGICAL INC | put | Sold out | 1,000 | $55Kbefore exit |
| NVIDIA CORPORATION | put | Sold out | 14,000 | $51Kbefore exit |
| ARM HOLDINGS PLC | put | Reduce -80.2% | 1,800 | $44K |
| FREEPORT MCMORAN INC | put | New | 12,000 | $35K |
| QUALCOMM INC | put | New | 4,000 | $34K |
| SHOPIFY INC | put | Sold out | 5,000 | $32Kbefore exit |
| MARVELL TECHNOLOGY INC | put | New | 5,500 | $31K |
| ZSCALER INC | put | Sold out | 7,000 | $26Kbefore exit |
| ADVANCED MICRO DEVICES INC | call | Add +25.0% | 1,000 | $20K |
| FREEPORT MCMORAN INC | call | New | 7,500 | $19K |
| MARVELL TECHNOLOGY INC | call | New | 2,500 | $18K |
| CHIPOTLE MEXICAN GRILL INC | call | Sold out | 10,500 | $15Kbefore exit |
| BROADCOM INC | put | Sold out | 1,400 | $14Kbefore exit |
| JPMORGAN CHASE & CO | put | Sold out | 5,500 | $13Kbefore exit |
| QUALCOMM INC | call | New | 2,000 | $9K |
| ORACLE CORP | put | New | 1,400 | $5K |
| ALPHABET INC | put | Sold out | 1,000 | $4Kbefore exit |
| AFLAC INC | put | Sold out | 500 | $725before exit |
| BARRICK MNG CORP | put | Sold out | 3,000 | $60before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 175 | $5.2B | ARES, SPY, JEF, QQQ, GLD |
| Q1 2026 | 167 | $4.9B | ARES, SPY, JEF, GLD, PSNY |
| Q4 2025 | 164 | $5.6B | ARES, JEF, SPY, GLD, AGG |
| Q3 2025 | 151 | $5.7B | ARES, JEF, SPY, QQQ, GLD |
| Q2 2025 | 163 | $6.1B | ARES, SPY, JEF, LQD, QQQ |
| Q1 2025 | 146 | $5.5B | ARES, SPY, JEF, IWF, QQQ |
| Q4 2024 | 134 | $7.5B | ARES, SPY, JEF, QQQ, VOO |
| Q3 2024Amended | 137 | $4.4B | ARES, JEF, SPY, CME, AGG |
| Q2 2024 | 142 | $3.2B | ARES, CME, LQD, AGG, GLD |
| Q1 2024 | 138 | $3.2B | ARES, ESGU, CME, XYZ, AGG |