Ase Technology Holding -ADRASX

13F holders, Q1 2025 (March 31)
291holders +3
42new positions
37sold out
5famous investors
$8.76avg. 13F price*

At the end of Q1 2025, 291 institutions reported holding Ase Technology Holding -ADR (ASX) in their 13F filings, up 3 from Q4 2024. 42 opened new positions and 37 sold out. The largest holders were Lazard Asset Management LLC ($159.7M), UBS Group AG ($152.1M) and BlackRock, Inc. ($131.3M). 5 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Ase Technology Holding -ADR
CUSIP
00215W100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 277Q1 2024Q2 2024: 281Q2 2024Q3 2024: 279Q3 2024Q4 2024: 288Q4 2024Q1 2025: 291Q1 2025Q2 2025: 280Q2 2025Q3 2025: 303Q3 2025Q4 2025: 317Q4 2025Q1 2026: 372Q1 2026Q2 2026: 487Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions42$34.5M
Exits37$26.8M

All 13F filers, Q4 2024 → Q1 2025: 23,476,152 shares bought and 14,475,663 shares sold, net +9,000,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 291 holders

Lazard Asset Management LLC 0.27% Reduce -0.8% 18,228,334 $159.7M
UBS Group AG 0.03% Add +23.3% 17,367,016 $152.1M
BlackRock, Inc. 0.00% Reduce -0.1% 14,983,874 $131.3M
Acadian Asset Management LLC 0.27% Add +35.0% 10,973,038 $96.1M
Fisher Asset Management 0.04% Reduce -38.9% 9,571,614 $83.8M
Bank of America Corp. 0.01% Reduce -0.4% 7,417,978 $65.0M
Morgan Stanley 0.00% Reduce -12.1% 7,089,010 $62.1M
Goldman Sachs Group Inc. 0.01% Add +15.6% 5,775,272 $50.6M
JPMorgan Chase & Co. 0.00% Add +7.4% 5,219,682 $45.7M
Schroder Investment Management Group 0.04% Add +12.5% 4,915,931 $43.3M
Rafferty Asset Management, LLC 0.18% Reduce -9.9% 4,900,272 $42.9M
Cullen Capital Management, LLC 0.46% Add +1.6% 4,497,235 $39.4M
Citigroup Inc. 0.03% Reduce -22.3% 4,298,336 $37.7M
Millennium Management 0.03% Add +111.1% 3,836,018 $33.6M
Earnest Partners LLC 0.14% Reduce -1.3% 3,257,013 $28.5M
Barclays PLC 0.01% Add +4.2% 3,223,269 $28.2M
American Century Companies Inc. 0.01% Add +9.7% 2,631,190 $23.0M
Capula Management Ltd 0.16% Add +15.2% 2,530,720 $22.2M
Envestnet Asset Management Inc. 0.01% Reduce -7.0% 2,332,355 $20.4M
Natixis Advisors, LLC 0.03% Reduce -1.2% 2,115,061 $18.5M
NINE MASTS CAPITAL Ltd 13.11% Add +43.6% 1,669,622 $14.6M
Verition Fund Management LLC 0.09% Add +146.0% 1,652,500 $14.5M
D. E. Shaw & Co. 0.02% Add +101.9% 1,617,134 $14.2M
Crossmark Global Holdings, Inc. 0.24% Add +1.6% 1,569,296 $13.7M
Vanguard Group Inc. 0.00% No change 1,534,348 $13.4M
Jane Street Group, LLC 0.02% Add +230.7% 1,452,919 $12.7M
BNP Paribas Financial Markets 0.01% Add +106.9% 1,421,189 $12.4M
Ovata Capital Management Ltd 3.96% Add +345.6% 1,212,930 $10.4M
Nomura Holdings Inc. 0.05% Add +218.9% 1,039,500 $9.1M
Wells Fargo & Company 0.00% Add +3.1% 954,324 $8.4M
Northern Trust Corp. 0.00% Add +30.3% 939,855 $8.2M
Hel Ved Capital Management Ltd 3.95% Add +37.2% 894,450 $7.8M
Citadel Advisors 0.01% Add +50.8% 848,569 $7.4M
LSV Asset Management 0.02% Reduce -2.5% 835,777 $7.3M
HSBC Holdings PLC 0.00% Add +62.5% 835,380 $7.3M
Vident Advisory, LLC 0.11% Add +123.7% 827,348 $7.2M
Capital Fund Management S.A. 0.09% Add +47.6% 824,944 $7.2M
Dimensional Fund Advisors LP 0.00% Add +56.6% 737,254 $6.5M
Rhumbline Advisers 0.01% Reduce -19.1% 651,669 $5.7M
Marshall Wace, LLP 0.01% New 575,800 $5.0M
Mirabella Financial Services LLP 0.21% Reduce -14.8% 573,500 $5.0M
Susquehanna International Group, LLP 0.01% Add +224.3% 557,652 $4.9M
Moran Wealth Management, LLC 0.16% Add +3.3% 539,573 $4.7M
Squarepoint Ops LLC 0.01% Reduce -25.6% 494,135 $4.3M
Sei Investments Co. 0.01% Add +1.5% 493,417 $4.3M
Capitolis Liquid Global Markets LLC 0.04% New 466,000 $4.1M
Royal Bank of Canada 0.00% Reduce -1.7% 462,164 $4.0M
Infini Capital Management Ltd 3.97% New 451,109 $4.0M
O'shaughnessy Asset Management, LLC 0.03% Reduce -17.7% 429,598 $3.8M
Oppenheimer Asset Management Inc. 0.04% Add +0.7% 404,132 $3.5M
Ashton Thomas Private Wealth, LLC 0.13% Add +15.7% 377,639 $3.3M
Creative Planning 0.00% Reduce -10.0% 370,878 $3.2M
Ethic Inc. 0.07% Add +1.1% 358,093 $3.2M
Qube Research & Technologies Ltd 0.01% Reduce -47.6% 367,043 $3.2M
Wellington Management Group LLP 0.00% New 355,247 $3.1M
Banque Pictet & Cie SA 0.03% New 314,257 $2.8M
Stifel Financial Corp. 0.00% Add +6.9% 313,031 $2.7M
Jennison Associates LLC 0.00% New 308,499 $2.7M
Ninety One North America, Inc. 0.17% No change 291,430 $2.6M
Guggenheim Capital LLC 0.02% Reduce -22.3% 287,397 $2.5M
Cerity Partners LLC 0.00% Add +107.3% 271,246 $2.4M
Legacy Wealth Asset Management, LLC 0.63% Reduce -1.0% 261,207 $2.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -21.6% 260,000 $2.3M
Ramirez Asset Management, Inc. 0.47% Reduce -5.3% 259,106 $2.3M
Larson Financial Group LLC 0.11% Add +5.8% 256,999 $2.3M
Mackenzie Financial Corp. 0.00% New 235,960 $2.1M
Vanguard Personalized Indexing Management, LLC 0.03% Add +5.5% 232,952 $2.0M
Schonfeld Strategic Advisors LLC 0.01% Add +1.6% 226,089 $2.0M
Quantinno Capital Management LP 0.01% Add +76.0% 202,886 $1.8M
FMR LLC 0.00% Reduce -49.8% 191,328 $1.7M
Two Sigma Advisers, LP 0.00% Reduce -21.9% 187,100 $1.6M
Avantax Advisory Services, Inc. 0.01% Reduce -4.0% 182,713 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Add +55.3% 177,024 $1.6M
Mariner, LLC 0.00% Reduce -6.3% 171,994 $1.5M
Sanctuary Advisors, LLC 0.01% Add +3.4% 170,494 $1.5M
US Bancorp \de 0.00% Reduce -9.5% 164,118 $1.4M
Boothbay Fund Management, LLC 0.05% New 163,685 $1.4M
Amundi 0.00% No change 171,930 $1.4M
Corient Private Wealth LP 0.00% Reduce -6.3% 159,408 $1.4M
Balyasny Asset Management L.P. 0.00% Add +321.0% 154,294 $1.4M
Bank of New York Mellon Corp 0.00% Add +8.3% 150,429 $1.3M
Invesco Ltd. 0.00% Add +0.6% 150,382 $1.3M
Victory Capital Management Inc. 0.00% Reduce -24.6% 145,409 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -22.5% 143,445 $1.3M
Orion Portfolio Solutions, LLC 0.01% Reduce -22.5% 143,445 $1.3M
Advisors Asset Management, Inc. 0.02% Reduce -4.7% 143,105 $1.3M
AXA S.A. 0.00% No change 137,865 $1.2M
Jump Financial, LLC 0.02% New 136,950 $1.2M
Bank Pictet & Cie (Europe) AG 0.03% New 133,517 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% New 130,100 $1.1M
Ritholtz Wealth Management 0.03% Reduce -28.7% 128,618 $1.1M
Ninety One UK Ltd 0.00% Add +4.3% 128,302 $1.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 126,400 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -13.2% 120,856 $1.1M
Raymond James Financial Inc. 0.00% Add +1.9% 111,440 $976K
Federated Hermes, Inc. 0.00% Add +3.0% 104,136 $912K
Sequoia Financial Advisors, LLC 0.01% Add +4.9% 101,583 $890K
First Trust Advisors LP 0.00% Reduce -24.8% 93,363 $818K
PNC Financial Services Group, Inc. 0.00% Reduce -33.6% 85,009 $745K
Profund Advisors LLC 0.03% Add +11.1% 83,637 $733K
Caprock Group, LLC 0.02% Reduce -1.7% 82,441 $722K
QRG Capital Management, Inc. 0.01% Add +5.2% 82,412 $722K
Groupama Asset Managment 0.01% New 79,047 $696K
Thornburg Investment Management Inc. 0.01% Reduce -3.7% 76,420 $669K
Polymer Capital Management (HK) LTD 0.12% Reduce -75.0% 76,310 $668K
Engineers Gate Manager LP 0.01% Add +4.5% 75,392 $660K
Walleye Capital LLC 0.01% New 75,091 $658K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 70,000 $616K
Pathstone Holdings, LLC 0.00% Reduce -3.1% 68,954 $604K
Ballentine Partners, LLC 0.01% Reduce -1.9% 68,669 $602K
Signaturefd, LLC 0.01% Reduce -6.7% 67,162 $588K
Old Mission Capital LLC 0.01% New 66,534 $583K
Blue Trust, Inc. 0.01% Reduce -18.8% 66,006 $578K
DGS Capital Management, LLC 0.14% Reduce -1.8% 61,253 $537K
MML Investors Services, LLC 0.00% Reduce -6.0% 61,163 $536K
Ameriprise Financial Inc. 0.00% Reduce -37.9% 60,379 $529K
Rockefeller Capital Management L.P. 0.00% Reduce -11.8% 59,071 $517K
Banque Cantonale Vaudoise 0.02% — 52,251 $458K
Summit Global Investments 0.03% Reduce -67.8% 51,197 $448K
AQR Capital Management 0.00% Reduce -79.0% 50,357 $441K
Kiker Wealth Management, LLC 0.30% Reduce -3.6% 50,231 $440K
Quadrant Capital Group LLC 0.02% Reduce -10.7% 49,934 $437K
Atria Investments, Inc 0.01% Add +9.5% 48,253 $423K
BSW Wealth Partners 0.06% Add +1.6% 47,241 $414K
LPL Financial LLC 0.00% Add +0.1% 45,032 $394K
Fox Run Management, L.L.C. 0.06% New 42,287 $370K
PDS Planning, Inc 0.03% Add +6.8% 41,488 $363K
Compound Planning, Inc. 0.02% Add +1.8% 41,323 $362K
Park Avenue Securities LLC 0.00% Reduce -3.4% 39,343 $345K
Freedom Investment Management, Inc. 0.03% Reduce -0.3% 38,907 $341K
&partners 0.00% Add +16.9% 37,977 $334K
Vestmark Advisory Solutions, Inc. 0.01% Add +151.5% 36,594 $321K
HighTower Advisors, LLC 0.00% Reduce -1.6% 33,885 $297K
Aspen Grove Capital, LLC 0.06% Add +0.6% 33,536 $294K
Mercer Global Advisors Inc. 0.00% Reduce -3.3% 33,470 $293K
Quantum Portfolio Management LLC 0.15% Reduce -1.2% 33,239 $291K
Yousif Capital Management, LLC 0.00% No change 33,007 $289K
TD Private Client Wealth LLC 0.01% Add +10.4% 32,509 $285K
Sivia Capital Partners, LLC 0.13% Reduce -7.9% 31,721 $278K
Candriam S.C.A. 0.00% Add +41.7% 31,619 $277K
Abc Arbitrage SA 0.05% New 31,567 $277K
Janney Montgomery Scott LLC 0.00% Add +11.8% 31,450 $276K
Cable Hill Partners, LLC 0.03% Reduce -24.5% 31,480 $275K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +1.4% 30,721 $269K
Cetera Investment Advisers 0.00% Add +7.3% 29,578 $259K
Merit Financial Group, LLC 0.00% Add +146.3% 29,098 $255K
Aprio Wealth Management, LLC 0.03% Reduce -2.7% 29,054 $255K
Mitchell & Pahl Private Wealth, LLC 0.12% Reduce -0.1% 28,540 $250K
West Family Investments, Inc. 0.09% Add +9.8% 27,747 $243K
CW Advisors, LLC 0.00% Add +5.0% 27,449 $240K
Wealth Alliance, LLC 0.03% Add +12.1% 27,395 $240K
Aaron Wealth Advisors LLC 0.03% Add +12.1% 27,388 $240K
First Affirmative Financial Network 0.14% Add +41.2% 25,507 $223K
Schechter Investment Advisors, LLC 0.02% Reduce -28.9% 24,990 $219K
Bridgewater Advisors Inc. 0.02% Reduce -1.1% 25,034 $218K
Johnson Investment Counsel Inc. 0.00% New 24,650 $216K
Ieq Capital, LLC 0.00% Reduce -1.9% 24,614 $216K
Parallel Advisors, LLC 0.00% Add +65.4% 24,439 $214K
Barometer Capital Management Inc. 0.08% New 23,300 $204K
Tower Research Capital LLC (TRC) 0.01% Reduce -45.5% 23,076 $202K
Inscription Capital, LLC 0.03% — 17,998 $198K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.1% 22,336 $196K
Glenmede Trust Co. NA 0.00% Reduce -9.1% 21,380 $187K
Public Employees Retirement System of Ohio 0.00% New 20,853 $183K
Townsquare Capital LLC 0.00% Add +0.5% 20,827 $182K
Legacy Financial Advisors, Inc. 0.03% Add +5.3% 20,611 $181K
Capital Management Associates, Inc 0.04% Add +99.4% 19,940 $175K
NewEdge Wealth, LLC 0.00% Add +14.7% 19,546 $171K
Confluence Investment Management LLC 0.00% New 19,336 $169K
OneDigital Investment Advisors LLC 0.00% Reduce -18.1% 18,977 $166K
Graham Capital Management, L.P. 0.01% Reduce -82.6% 18,739 $164K
Franklin Resources Inc. 0.00% Add +20.0% 18,625 $163K
GAMMA Investing LLC 0.01% Add +94.6% 18,525 $162K
Waverly Advisors, LLC 0.00% Reduce -1.1% 18,299 $160K
Henry James International Management Inc. 0.05% Add +3.6% 18,253 $160K
U.S. Capital Wealth Advisors, LLC 0.00% New 17,998 $158K
Savant Capital, LLC 0.00% Reduce -14.0% 17,874 $157K
EverSource Wealth Advisors, LLC 0.01% Reduce -4.8% 17,474 $153K
Brighton Jones LLC 0.00% Reduce -6.1% 17,332 $152K
Regions Financial Corp. 0.00% Reduce -17.4% 17,184 $151K
Cambiar Investors LLC 0.01% No change 16,700 $146K
Cwm, LLC 0.00% Reduce -14.6% 16,690 $146K
Xponance LLC 0.00% Add +60.0% 16,420 $144K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.9% 16,000 $140K
Kestra Advisory Services, LLC 0.00% Reduce -5.5% 15,991 $140K
Group One Trading LLC 0.01% New 15,925 $140K
Coldstream Capital Management Inc. 0.00% Add +6.4% 15,829 $139K
Ascent Group, LLC 0.01% New 15,792 $138K
Drive Wealth Management, LLC 0.03% Reduce -2.4% 15,372 $135K
Focus Partners Wealth 0.00% Reduce -14.0% 14,965 $131K
Blueshift Asset Management, LLC 0.05% New 14,833 $130K
Americana Partners, LLC 0.01% Add +1.0% 14,804 $130K
Focus Partners Advisor Solutions, LLC 0.00% New 14,743 $129K
Truist Financial Corp. 0.00% Reduce -63.3% 14,506 $127K
Atlas Capital Advisors Inc. 0.02% Reduce -50.6% 14,385 $126K
Wealthstream Advisors, Inc. 0.02% Reduce -6.4% 14,178 $124K
M&T Bank Corp 0.00% Add +15.1% 14,012 $123K
Grove Bank & Trust 0.02% Reduce -6.4% 13,767 $121K
LGT Fund Management Co Ltd. 0.01% No change 13,700 $120K
Ground Swell Capital, LLC 0.28% New 13,495 $118K
Commonwealth Equity Services, LLC 0.00% Add +23.2% 13,452 $118K
HB Wealth Management, LLC 0.00% Add +26.2% 13,203 $116K
Inspire Advisors, LLC 0.01% Reduce -20.1% 13,190 $116K
Leo Wealth, LLC 0.02% Add +12.0% 13,127 $115K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -0.7% 12,907 $113K
Hennessy Advisors Inc. 0.00% No change 12,837 $112K
Osaic Holdings, Inc. 0.00% Reduce -55.1% 12,510 $110K
NewEdge Advisors, LLC 0.00% Reduce -1.9% 12,474 $109K
Claro Advisors Inc. 0.01% Reduce -8.3% 12,397 $109K
Thrivent Financial for Lutherans 0.00% No change 11,063 $108K
180 Wealth Advisors, LLC 0.02% No change 11,998 $105K
Geode Capital Management, LLC 0.00% Reduce -4.8% 11,675 $102K
Arkadios Wealth Advisors 0.00% Add +4.8% 11,615 $102K
Choreo, LLC 0.00% Add +10.7% 11,520 $101K
Journey Strategic Wealth LLC 0.00% New 11,457 $100K
Aureus Asset Management, LLC 0.01% No change 11,438 $100K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 11,389 $100K
Tiaa Trust, National Association 0.00% Reduce -24.6% 11,190 $98K
United Capital Financial Advisors, LLC 0.00% Reduce -9.3% 11,161 $98K
CogentBlue Wealth Advisors, LLC 0.08% New 10,914 $96K
Greenleaf Trust 0.00% Reduce -1.2% 10,849 $95K
Mgo One Seven LLC 0.00% Reduce -16.1% 10,840 $95K
Russell Investments Group, Ltd. 0.00% Add +14.9% 10,506 $92K
Canopy Partners, LLC 0.04% New 10,437 $91K
Werba Rubin Papier Wealth Management 0.02% Reduce -0.2% 10,437 $91K
Rehmann Capital Advisory Group 0.01% Reduce -2.3% 10,155 $89K
Jones Financial Companies LLLP 0.00% Reduce -14.9% 9,772 $86K
Whipplewood Advisors, LLC 0.05% Reduce -1.9% 9,038 $81K
Simplex Trading, LLC 0.00% Reduce -51.7% 9,063 $79K
Wilmington Savings Fund Society, FSB 0.00% No change 7,843 $69K
SVB Wealth LLC 0.00% New 7,782 $68K
Brooklyn Investment Group 0.01% Add +1084.2% 7,650 $67K
Lindbrook Capital, LLC 0.01% Reduce -5.3% 7,524 $66K
Fifth Third Bancorp 0.00% Reduce -3.7% 6,274 $55K
Mondrian Investment Partners LTD 0.00% Add +4.7% 5,461 $48K
TT International Asset Management LTD 0.01% New 4,501 $39K
CIBC Private Wealth Group LLC 0.00% Reduce -18.1% 5,185 $38K
Legal & General Group Plc 0.00% No change 4,323 $38K
Allworth Financial LP 0.00% Add +15.7% 4,282 $37K
Assetmark, Inc. 0.00% Reduce -75.3% 3,138 $27K
WealthCollab, LLC 0.02% Add +8.6% 3,124 $27K
Principal Securities, Inc. 0.00% No change 2,630 $26K
Geneos Wealth Management Inc. 0.00% Add +31.2% 2,924 $26K
Steward Partners Investment Advisory, LLC 0.00% Reduce -25.5% 2,751 $24K
TD Waterhouse Canada Inc. 0.00% New 1,800 $16K
Retirement Wealth Solutions LLC 0.01% No change 1,843 $16K
Golden State Wealth Management, LLC 0.00% No change 1,795 $16K
JFS Wealth Advisors, LLC 0.00% Add +8.2% 1,656 $15K
Union Bancaire Privee, UBP SA 0.00% No change 1,446 $13K
Key Financial Inc 0.00% No change 1,386 $12K
GPS Wealth Strategies Group, LLC 0.00% No change 1,125 $10K
Farther Finance Advisors, LLC 0.00% Reduce -13.9% 1,080 $10K
Binnacle Investments Inc 0.01% — 1,048 $9K
Parkside Financial Bank & Trust 0.00% Add +4.6% 994 $9K
Cullen/Frost Bankers, Inc. 0.00% No change 968 $8K
WPG Advisers, LLC 0.01% Reduce -46.8% 847 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 723 $7K
SBI Securities Co., Ltd. 0.00% Reduce -32.3% 810 $7K
Headlands Technologies LLC 0.00% New 793 $7K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.4% 773 $7K
Huntington National Bank 0.00% Reduce -0.8% 771 $7K
Clearstead Advisors, LLC 0.00% No change 715 $6K
Tidemark, LLC 0.00% No change 713 $6K
Valued Wealth Advisors LLC 0.00% No change 676 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 666 $6K
NewSquare Capital LLC 0.00% Reduce -25.0% 658 $6K
AdvisorNet Financial, Inc 0.00% New 646 $6K
Medallion Wealth Advisors, LLC 0.00% No change 592 $5K
Hantz Financial Services, Inc. 0.00% New 449 $4K
Bell Investment Advisors, Inc 0.00% Reduce -18.6% 420 $4K
IFP Advisors, Inc 0.00% Add +76.4% 404 $4K
True Wealth Design, LLC 0.00% Add +20.4% 377 $3K
Capital A Wealth Management, LLC 0.00% No change 374 $3K
UMB Bank, n.a. 0.00% New 369 $3K
Stone House Investment Management, LLC 0.00% New 250 $2K
Private Trust Co. NA 0.00% Add +89.2% 246 $2K
MAI Capital Management 0.00% Reduce -73.9% 198 $2K
Beacon Capital Management, LLC 0.00% No change 190 $2K
Highline Wealth Partners LLC 0.00% Reduce -69.5% 162 $1K
CoreCap Advisors, LLC 0.00% No change 156 $1K
Smartleaf Asset Management LLC 0.00% Reduce -56.4% 147 $1K
Bogart Wealth, LLC 0.00% No change 139 $1K
Raffa Wealth Management, LLC 0.00% Reduce -41.4% 136 $1K
Harbour Investments, Inc. 0.00% No change 101 $885
Abound Wealth Management 0.00% Reduce -34.8% 90 $789
Physician Wealth Advisors, Inc. 0.00% Reduce -39.2% 76 $666
Perkins Coie Trust Co 0.00% New 40 $350
Sierra Ocean, LLC 0.00% Reduce -52.6% 18 $158
High Note Wealth, LLC 0.00% No change 17 $149
Caitong International Asset Management Co., Ltd 0.00% New 4 $35
McClarren Financial Advisors, Inc. 0.00% New 59 $0

"% of holder's portfolio" is ASX's weight in each manager's 13F, not the share of Ase Technology Holding -ADR the manager owns.