Mitsubishi Ufj Finl-Spon ADRMUFG

13F holders, Q1 2024 (March 31)
380holders
7famous investors
$10.23avg. 13F price*

At the end of Q1 2024, 380 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings. The largest holders were Aristotle Capital Management, LLC ($662.0M), Bank of America Corp. ($199.2M) and Goldman Sachs Group Inc. ($133.0M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).

Company
Mitsubishi Ufj Finl-Spon ADR
CUSIP
606822104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 380Q1 2024Q2 2024: 406Q2 2024Q3 2024: 418Q3 2024Q4 2024: 437Q4 2024Q1 2025: 453Q1 2025Q2 2025: 486Q2 2025Q3 2025: 488Q3 2025Q4 2025: 530Q4 2025Q1 2026: 540Q1 2026Q2 2026: 576Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions54$46.5M
Exits31$11.4M

Ownership 380 holders

Aristotle Capital Management, LLC 1.23% Reduce -3.0% 64,707,607 $662.0M
Bank of America Corp. 0.02% Add +8.4% 19,474,692 $199.2M
Goldman Sachs Group Inc. 0.03% Add +13.0% 13,003,645 $133.0M
Natixis Advisors, LLC 0.27% Reduce -0.9% 11,680,872 $119.5M
Morgan Stanley 0.01% Reduce -0.7% 7,591,456 $77.7M
Fisher Asset Management 0.03% Add +1.3% 6,815,132 $69.7M
Northern Trust Corp. 0.01% Add +3.4% 6,783,763 $69.4M
BlackRock Inc. 0.00% Add +1.9% 6,710,234 $68.6M
Dimensional Fund Advisors LP 0.02% Add +0.2% 5,887,133 $60.2M
Chevy Chase Trust Holdings, LLC 0.19% Add +602.7% 5,661,392 $57.9M
FMR LLC 0.00% Add +2.2% 4,793,025 $49.0M
Envestnet Asset Management Inc. 0.02% Add +11.6% 4,304,737 $44.0M
Royal Bank of Canada 0.01% Add +0.2% 4,232,664 $43.3M
Todd Asset Management LLC 0.85% Add +10.2% 4,045,489 $41.4M
Sei Investments Co. 0.05% Add +3.0% 3,054,328 $31.2M
Raymond James & Associates 0.02% Reduce -3.5% 2,421,565 $24.8M
Teachers Retirement System of the State of Kentucky 0.21% Add +20.9% 2,342,140 $24.0M
Stifel Financial Corp. 0.02% Reduce -1.5% 1,981,908 $20.3M
Wells Fargo & Company 0.01% Add +8.6% 1,879,919 $19.2M
Brandes Investment Partners, LP 0.24% Reduce -23.6% 1,840,728 $18.8M
Groupama Asset Managment 0.34% New 1,847,029 $18.7M
Philadelphia Financial Management of San Francisco, LLC 3.67% Reduce -8.6% 1,716,193 $17.6M
American Century Companies Inc. 0.01% Add +6.8% 1,569,665 $16.1M
Invesco Ltd. 0.00% Reduce -26.4% 1,563,219 $16.0M
Herr Investment Group LLC 4.48% Add +38.6% 1,410,464 $14.4M
Citadel Advisors 0.01% Add +463.2% 1,015,005 $10.4M
Massachusetts Financial Services Co. 0.00% Reduce -2.7% 940,949 $9.6M
Qube Research & Technologies Ltd 0.02% Reduce -12.2% 895,654 $9.2M
Clearbridge Investments, LLC 0.01% Reduce -1.5% 891,827 $9.1M
Edge Capital Group, LLC 0.43% New 840,656 $8.6M
Federated Hermes, Inc. 0.02% Add +77.6% 828,757 $8.5M
Cerity Partners LLC 0.02% Add +193.9% 812,583 $8.3M
Abn Amro Investment Solutions 0.14% Reduce -12.3% 768,400 $7.9M
Cibc World Market Inc. 0.02% Reduce -16.9% 734,137 $7.5M
Crossmark Global Holdings, Inc. 0.14% Reduce -3.3% 715,757 $7.3M
Citigroup Inc. 0.01% Add +4.3% 667,599 $6.8M
O'shaughnessy Asset Management, LLC 0.07% Add +23.4% 662,715 $6.8M
UBS Group AG 0.00% Reduce -11.3% 661,215 $6.8M
QRG Capital Management, Inc. 0.09% Add +10.4% 657,724 $6.7M
T. Rowe Price Associates Inc. 0.00% Add +3.4% 642,863 $6.6M
M&T Bank Corp 0.02% Reduce -3.1% 547,143 $5.6M
Quantinno Capital Management LP 0.11% Add +8.6% 509,297 $5.2M
Creative Planning 0.01% Add +21.0% 505,896 $5.2M
Bank of New York Mellon Corp 0.00% Add +1.2% 495,492 $5.1M
Charles Schwab Investment Management Inc. 0.00% Add +37.5% 489,764 $5.0M
Baron Capital (BAMCO) 0.01% Reduce -44.2% 460,144 $4.7M
Capital Wealth Planning, LLC 0.05% Add +25.7% 454,363 $4.6M
Penserra Capital Management LLC 0.06% Add +25.7% 454,363 $4.6M
Neuberger Berman Group LLC 0.00% Add +1030.4% 447,081 $4.6M
Thornburg Investment Management Inc. 0.06% Reduce -1.4% 435,141 $4.4M
Pathstone Holdings, LLC 0.02% Add +29.9% 424,758 $4.3M
HighTower Advisors, LLC 0.01% Add +3.2% 416,929 $4.3M
First Trust Direct Indexing L.P. 0.31% Reduce -3.4% 413,772 $4.2M
Tocqueville Asset Management L.P. 0.07% No change 409,720 $4.2M
Boston Common Asset Management, LLC 0.10% Add +0.3% 403,756 $4.1M
Truist Financial Corp. 0.01% Reduce -0.2% 396,546 $4.1M
Guardian Capital Advisors LP 0.44% Reduce -7.3% 418,536 $4.1M
Dorsey Wright & Associates 0.98% Reduce -6.1% 365,916 $3.7M
Foresight Global Investors, Inc. 1.83% New 363,900 $3.7M
Moran Wealth Management, LLC 0.12% Reduce -38.8% 360,638 $3.7M
PNC Financial Services Group, Inc. 0.00% Add +7.2% 353,765 $3.6M
Eagle Global Advisors LLC 0.20% New 350,480 $3.6M
Capital Fund Management S.A. 0.04% Add +18.5% 340,014 $3.5M
Forum Financial Management, LP 0.06% Add +2.0% 338,439 $3.5M
Vanguard Personalized Indexing Management, LLC 0.07% Add +22.9% 297,379 $3.0M
Mercer Global Advisors Inc. 0.01% Add +9.7% 285,625 $2.9M
Orion Porfolio Solutions, LLC 0.03% Reduce -3.2% 282,277 $2.9M
Orion Portfolio Solutions, LLC 0.03% Reduce -3.2% 282,277 $2.9M
Naviter Wealth, LLC 0.44% Add +13.4% 262,208 $2.7M
Atria Investments, Inc 0.04% Reduce -0.6% 259,898 $2.7M
US Bancorp \de 0.00% Reduce -7.1% 251,857 $2.6M
Legacy Wealth Asset Management, LLC 0.70% Reduce -0.6% 244,160 $2.5M
Signaturefd, LLC 0.05% Add +7.5% 243,862 $2.5M
Synovus Financial Corp. 0.03% Add +1.6% 240,657 $2.5M
Ameriprise Financial Inc. 0.00% Reduce -1.7% 236,879 $2.4M
Mariner, LLC 0.00% Add +3.2% 232,679 $2.4M
Augustine Asset Management Inc. 0.98% Reduce -3.3% 228,904 $2.3M
Rhumbline Advisers 0.00% Add +3.3% 226,241 $2.3M
Yousif Capital Management, LLC 0.02% Reduce -4.7% 213,260 $2.2M
Ethic Inc. 0.05% Add +0.9% 207,686 $2.1M
Pekin Hardy Strauss, Inc. 0.28% Reduce -1.9% 202,900 $2.1M
Alaethes Wealth, LLC 0.90% Add +1.3% 200,188 $2.0M
Altman Advisors, Inc. 1.00% Add +2.6% 204,841 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -20.8% 199,339 $2.0M
BNP Paribas Financial Markets 0.00% Add +19.2% 185,829 $1.9M
Hantz Financial Services, Inc. 0.04% Reduce -14.7% 178,473 $1.8M
Lockheed Martin Investment Management Co. 0.13% Reduce -11.4% 171,930 $1.8M
Laird Norton Wetherby Wealth Management, LLC 0.08% Add +1.0% 170,012 $1.7M
Renaissance Technologies 0.00% Reduce -61.5% 168,000 $1.7M
PEAK6 Investments LLC 0.08% Add +187.8% 164,145 $1.7M
Qtron Investments LLC 0.23% No change 158,078 $1.6M
Townsquare Capital LLC 0.02% Add +3.0% 151,964 $1.6M
Corient Private Wealth LP 0.00% Reduce -7.3% 148,638 $1.5M
Greenleaf Trust 0.01% Add +0.5% 148,247 $1.5M
Ritholtz Wealth Management 0.05% Add +8.4% 139,795 $1.4M
MML Investors Services, LLC 0.01% Add +4.3% 138,659 $1.4M
Vident Advisory, LLC 0.03% Add +10.4% 137,951 $1.4M
Tudor Investment Corporation 0.02% Reduce -59.8% 136,776 $1.4M
Bailard, Inc. 0.04% Add +2.6% 130,986 $1.3M
Cetera Investment Advisers 0.00% Add +513.0% 129,368 $1.3M
Schechter Investment Advisors, LLC 0.10% Reduce -8.0% 127,892 $1.3M
HRT Financial LP 0.01% Add +38.8% 127,465 $1.3M
LPL Financial LLC 0.00% Add +47.9% 126,975 $1.3M
Fifth Third Bancorp 0.00% Add +13.3% 118,749 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -15.9% 116,200 $1.2M
Quadrant Capital Group LLC 0.09% Add +3.1% 115,805 $1.2M
17 Capital Partners, LLC 0.85% No change 111,683 $1.1M
Compound Planning, Inc. 0.10% Add +16.2% 110,927 $1.1M
Pacer Advisors, Inc. 0.00% Reduce -5.0% 110,602 $1.1M
New York State Common Retirement Fund 0.00% Add +323.4% 110,598 $1.1M
Te Ahumairangi Investment Management Ltd 0.20% No change 110,041 $1.1M
Exencial Wealth Advisors, LLC 0.04% New 108,913 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -5.4% 107,291 $1.1M
Highland Capital Management, LLC 0.06% No change 106,900 $1.1M
AQR Capital Management 0.00% New 106,340 $1.1M
Cresset Asset Management, LLC 0.01% Add +30.5% 104,389 $1.1M
Aquatic Capital Management LLC 0.03% Reduce -32.6% 102,100 $1.0M
Janney Montgomery Scott LLC 0.00% Add +5.4% 101,410 $1.0M
BTC Capital Management, Inc. 0.09% — 101,201 $1.0M
Commonwealth Equity Services, LLC 0.00% Add +3.8% 100,419 $1.0M
Total Clarity Wealth Management, Inc. 0.34% New 96,680 $989K
Calamos Wealth Management LLC 0.06% Reduce -34.2% 95,849 $981K
Park Avenue Securities LLC 0.01% Reduce -1.1% 95,671 $979K
Axq Capital, LP 0.23% Reduce -23.2% 95,017 $972K
DAVENPORT & Co LLC 0.01% Reduce -2.5% 92,692 $948K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.4% 92,569 $947K
Confluence Investment Management LLC 0.01% Add +1.2% 92,156 $943K
Diversify Advisory Services, LLC 0.06% — 94,256 $941K
NorthCoast Asset Management LLC 0.01% New 91,557 $937K
Y-Intercept (Hong Kong) Ltd 0.07% Reduce -38.6% 89,054 $911K
Millennium Management 0.00% Reduce -92.5% 88,910 $910K
AdvisorShares Investments LLC 0.17% Reduce -11.0% 87,458 $895K
Susquehanna International Group, LLP 0.00% Add +68.1% 85,738 $877K
Freedom Investment Management, Inc. 0.07% Reduce -23.1% 84,983 $869K
Intrust Bank NA 0.09% Add +3.4% 82,191 $841K
Atlas Capital Advisors Inc. 0.12% Add +14.7% 75,376 $771K
Private Advisor Group, LLC 0.01% Reduce -3.8% 75,224 $770K
Rehmann Capital Advisory Group 0.06% Reduce -4.8% 73,969 $757K
Whittier Trust Co. 0.01% Add +45.0% 72,304 $740K
Checchi Capital Advisers, LLC 0.06% Reduce -1.8% 69,673 $713K
Harbour Capital Advisors, LLC 0.18% No change 71,560 $711K
Bank of Montreal 0.00% Add +3.5% 68,112 $706K
Captrust Financial Advisors 0.00% Reduce -16.2% 68,386 $700K
Moors & Cabot, Inc. 0.04% Reduce -6.9% 67,000 $685K
Ewa, LLC 0.31% Reduce -19.3% 66,299 $684K
Bleakley Financial Group, LLC 0.02% Add +9.9% 65,411 $669K
Simplicity Wealth,LLC 0.02% New 65,219 $667K
Ballast Advisors LLC 0.21% New 61,790 $632K
Sequoia Financial Advisors, LLC 0.01% Add +7.0% 61,717 $631K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -0.4% 61,656 $631K
Aaron Wealth Advisors LLC 0.09% Add +72.9% 60,186 $616K
Anthracite Investment Company, Inc. 0.31% No change 59,942 $613K
Evergreen Capital Management LLC 0.02% Add +1.0% 59,395 $608K
LMR Partners LLP 0.02% New 57,598 $589K
Integrated Wealth Concepts LLC 0.01% Reduce -79.3% 57,065 $584K
Hunter Perkins Capital Management, LLC 0.12% Reduce -1.4% 55,200 $565K
Eagle Asset Management Inc. 0.00% Reduce -17.7% 56,076 $560K
NewEdge Advisors, LLC 0.00% Add +16.8% 54,671 $559K
Graham Capital Management, L.P. 0.03% New 52,665 $539K
Grey Street Capital, LLC 0.07% New 51,505 $534K
Jane Street Group, LLC 0.00% New 52,133 $533K
Caprock Group, LLC 0.03% Reduce -3.0% 51,661 $528K
Blair William & Co. 0.00% Reduce -1.2% 51,081 $523K
Vise Technologies, Inc. 0.10% Add +9.3% 48,521 $496K
West Family Investments, Inc. 0.15% Add +0.8% 48,153 $493K
Raymond James Trust N.A. 0.01% Add +5.5% 46,871 $479K
Prudential Financial Inc. 0.00% Add +5.3% 46,555 $476K
Ballentine Partners, LLC 0.01% Add +7.0% 46,401 $475K
Franklin Resources Inc. 0.00% Add +0.0% 46,060 $471K
Personal Cfo Solutions, LLC 0.07% Reduce -1.1% 45,501 $465K
Louisbourg Investments Inc. 0.13% No change 45,310 $464K
Johnson Investment Counsel Inc. 0.01% No change 45,070 $461K
Pinnacle Wealth Planning Services, Inc. 0.07% No change 44,845 $459K
Oppenheimer Asset Management Inc. 0.01% Reduce -16.8% 44,832 $459K
Glenmede Trust Co. NA 0.00% Add +0.6% 44,589 $456K
apricus wealth, LLC 0.32% No change 44,475 $455K
Successful Portfolios LLC 0.31% No change 44,470 $455K
RNC Capital Management LLC 0.03% Reduce -0.7% 44,335 $454K
Benjamin F. Edwards & Company, Inc. 0.01% Add +51.8% 44,219 $453K
XTX Topco Ltd 0.06% Add +81.6% 43,168 $442K
Clarius Group, LLC 0.03% Reduce -9.2% 42,597 $436K
Advisors Asset Management, Inc. 0.01% Reduce -1.0% 42,269 $432K
Financial Counselors Inc. 0.01% Add +16.1% 42,066 $430K
Virtu Financial LLC 0.03% New 41,354 $423K
Sage Rhino Capital LLC 0.10% Add +1.8% 41,124 $421K
Hancock Whitney Corp. 0.01% Reduce -0.2% 39,929 $408K
Allspring Global Investments Holdings, LLC 0.00% Add +156.5% 38,724 $396K
Parallel Advisors, LLC 0.01% Add +18.3% 37,885 $388K
Raymond James Financial Services Advisors, Inc. 0.00% Add +63.7% 37,830 $387K
Henshaw Capital LLC 0.02% Add +16.4% 36,881 $377K
Traveka Wealth, LLC 0.17% Add +4.5% 36,795 $376K
Callan Capital, LLC 0.03% Add +60.3% 36,381 $372K
Valeo Financial Advisors, LLC 0.01% Add +5.9% 36,939 $372K
Angeles Investment Advisors, LLC 0.02% No change 36,072 $369K
Everpar Advisors LLC 0.22% Reduce -47.1% 35,705 $365K
Kestra Advisory Services, LLC 0.00% Add +25.9% 35,681 $365K
State Street Corp. 0.00% No change 35,530 $363K
Gallacher Capital Management LLC 0.18% Reduce -1.6% 35,075 $359K
Assetmark, Inc. 0.00% Add +0.6% 34,677 $355K
Blue Trust, Inc. 0.00% Add +25.5% 33,949 $347K
Phoenix Financial Ltd. 0.00% New 33,900 $346K
Russell Investments Group, Ltd. 0.00% Add +45.4% 33,690 $345K
Cetera Trust Company, N.A 0.21% No change 33,595 $344K
Capstone Investment Advisors, LLC 0.01% New 33,529 $343K
Shilanski & Associates, Inc. 0.12% New 33,457 $342K
Procyon Advisors, LLC 0.03% Reduce -2.8% 32,999 $338K
SVB Wealth LLC 0.01% Reduce -8.3% 32,755 $335K
Wedbush Securities Inc. 0.01% New 31,792 $325K
Wrapmanager Inc. 0.09% Reduce -1.8% 31,715 $324K
Lindbrook Capital, LLC 0.03% Add +8.2% 31,516 $322K
Rockefeller Capital Management L.P. 0.00% Add +22.3% 30,284 $310K
Claro Advisors Inc. 0.05% Add +8.4% 30,033 $307K
Portside Wealth Group, LLC 0.06% Reduce -4.6% 29,854 $305K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.5% 29,263 $299K
Beverly Hills Private Wealth, LLC 0.07% Reduce -2.7% 29,239 $299K
Transamerica Financial Advisors, LLC 0.03% Add +392.4% 29,138 $299K
Knights of Columbus Asset Advisors LLC 0.02% Reduce -6.2% 28,862 $295K
Optas, LLC 0.08% Add +0.6% 28,350 $290K
Lake Street Advisors Group, LLC 0.01% Reduce -0.2% 27,459 $281K
180 Wealth Advisors, LLC 0.05% Add +4.4% 27,381 $280K
Prime Capital Investment Advisors, LLC 0.00% Reduce -6.1% 26,901 $275K
Engineers Gate Manager LP 0.01% Reduce -42.4% 26,765 $274K
Pinnacle Associates Ltd. 0.00% Add +31.0% 26,517 $271K
Cozad Asset Management Inc. 0.03% Reduce -5.0% 25,906 $265K
Keel Point, LLC 0.03% Reduce -3.0% 25,871 $265K
Windward Capital Management Co. 0.02% Reduce -0.0% 25,530 $261K
Lanark Financial, Inc. 0.02% Reduce -18.7% 25,283 $258K
Five Oceans Advisors 0.13% Reduce -0.0% 24,842 $254K
PDS Planning, Inc 0.03% Add +1.5% 24,751 $253K
Coldstream Capital Management Inc. 0.01% Add +62.0% 24,454 $250K
Aveo Capital Partners, LLC 0.03% New 23,629 $240K
FFT Wealth Management LLC 0.02% Add +10.1% 23,058 $236K
Trust Point Inc. 0.02% Add +22.1% 22,613 $231K
GAMMA Investing LLC 0.05% Add +16.9% 21,865 $224K
Seeds Investor LLC 0.20% Add +13.9% 21,670 $222K
Linden Thomas Advisory Services, LLC 0.04% Add +3.0% 21,645 $221K
Old National Bancorp 0.01% Reduce -19.1% 21,628 $221K
Mission Wealth Management, LP 0.01% Add +40.4% 21,220 $217K
Verus Capital Partners, LLC 0.02% Reduce -15.9% 21,200 $217K
Commerce Bank 0.00% Reduce -28.8% 21,076 $216K
Resonant Capital Advisors, LLC 0.02% Add +3.8% 20,433 $209K
Simplex Trading, LLC 0.01% Add +55.0% 19,862 $203K
Norden Group LLC 0.04% New 19,715 $202K
&partners 0.03% New 19,662 $201K
Avestar Capital, LLC 0.02% New 19,466 $199K
VanderPol Investments L.L.C. 0.56% Reduce -21.3% 19,211 $197K
Beacon Pointe Advisors, LLC 0.00% Add +27.3% 19,000 $194K
Legacy Financial Advisors, Inc. 0.03% Add +17.7% 18,858 $193K
First Affirmative Financial Network 0.14% Reduce -8.7% 18,525 $190K
Mgo One Seven LLC 0.01% Reduce -9.9% 18,112 $185K
Abel Hall, LLC 0.14% Add +2.2% 17,782 $182K
Aprio Wealth Management, LLC 0.04% Add +11.8% 17,670 $181K
Tower Research Capital LLC (TRC) 0.00% Reduce -10.5% 17,601 $180K
Wedmont Private Capital 0.01% Add +4.2% 17,606 $178K
Ieq Capital, LLC 0.00% Add +6.8% 17,334 $177K
Fidelis Capital Partners, LLC 0.03% Add +14.8% 17,279 $177K
Lido Advisors, LLC 0.00% Add +62.6% 17,239 $176K
9258 Wealth Management, LLC 0.03% New 17,105 $175K
Catalina Capital Group, LLC 0.07% New 17,047 $174K
HighPoint Advisor Group LLC 0.01% Add +0.6% 16,787 $173K
Manchester Capital Management LLC 0.02% No change 16,442 $168K
Stratos Wealth Partners, LTD. 0.00% Reduce -47.7% 16,363 $167K
Apollon Wealth Management, LLC 0.01% Add +23.3% 16,294 $167K
Flputnam Investment Management Co. 0.00% Add +0.3% 15,914 $163K
Brown Advisory Inc. 0.00% New 15,816 $162K
Bessemer Group Inc. 0.00% Add +27.4% 14,860 $152K
Sapient Capital LLC 0.00% Reduce -48.8% 14,800 $151K
TD Asset Management Inc 0.00% Reduce -43.0% 14,590 $149K
One Wealth Management Investment & Advisory Services, LLC 0.06% Add +15.4% 14,418 $147K
Smartleaf Asset Management LLC 0.03% Reduce -8.8% 14,320 $147K
Vanguard Capital Wealth Advisors 0.10% Reduce -9.7% 14,000 $143K
Seven Mile Advisory 0.11% Add +2.2% 13,641 $140K
Walkner Condon Financial Advisors LLC 0.03% Add +3.7% 13,634 $140K
Baker Tilly Wealth Management, LLC 0.03% Reduce -4.4% 13,636 $139K
Cottonwood Capital Advisors, LLC 0.11% No change 13,894 $138K
Headlands Technologies LLC 0.03% New 13,200 $135K
Osaic Holdings, Inc. 0.00% Reduce -92.0% 12,950 $132K
InterOcean Capital Group, LLC 0.00% Reduce -0.8% 12,715 $130K
AXA S.A. 0.00% Add +21.1% 12,572 $129K
B. Riley Wealth Advisors, Inc. 0.00% New 15,120 $128K
Burns Matteson Capital Management, LLC 0.08% No change 12,210 $125K
Sunpointe, LLC 0.14% No change 12,204 $125K
Huntington National Bank 0.00% Reduce -2.2% 12,081 $124K
Hilltop Holdings Inc. 0.01% No change 11,960 $122K
Canopy Partners, LLC 0.06% New 11,826 $121K
Premier Path Wealth Partners, LLC 0.02% New 11,773 $120K
Florida Trust Wealth Management Co 0.00% No change 11,681 $119K
Atria Wealth Solutions, Inc. 0.00% Add +7.8% 11,664 $119K
Independent Solutions Wealth Management, LLC 0.03% No change 11,633 $119K
Xponance LLC 0.00% Add +0.2% 11,290 $115K
Calydon Capital 0.02% No change 11,193 $115K
Farther Finance Advisors, LLC 0.01% Add +0.5% 11,437 $114K
Sage Mountain Advisors LLC 0.01% No change 10,830 $111K
NewEdge Wealth, LLC 0.00% New 10,992 $110K
Waldron Private Wealth LLC 0.00% No change 10,591 $108K
Allworth Financial LP 0.00% Add +35.5% 10,513 $108K
Blue Barn Wealth, LLC 0.06% Add +2.7% 10,511 $108K
Wallace Advisory Group, LLC 0.08% No change 12,200 $105K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.7% 10,131 $104K
Olympiad Research LP 0.07% New 10,036 $103K
Prelude Capital Management, LLC 0.01% New 10,036 $103K
Onyx Bridge Wealth Group LLC 0.02% New 10,000 $99K
Global Retirement Partners, LLC 0.00% Reduce -3.9% 8,672 $89K
Group One Trading LLC 0.00% Add +3380.9% 7,310 $75K
Hexagon Capital Partners LLC 0.01% Add +29.1% 6,570 $67K
EverSource Wealth Advisors, LLC 0.00% Add +60.9% 5,870 $58K
Principal Securities, Inc. 0.00% Add +43.5% 5,379 $55K
CIBC Private Wealth Group LLC 0.00% New 5,271 $53K
Deutsche Bank AG 0.00% Reduce -98.2% 4,592 $47K
Parkside Financial Bank & Trust 0.01% Add +40.2% 4,493 $46K
Steward Partners Investment Advisory, LLC 0.00% Add +760.1% 4,421 $45K
TD Private Client Wealth LLC 0.00% Reduce -3.1% 4,342 $44K
Rothschild Investment LLC 0.00% Add +10.5% 3,913 $40K
Whittier Trust Co. of Nevada Inc. 0.00% New 3,788 $39K
JFS Wealth Advisors, LLC 0.00% Add +1.3% 3,392 $35K
Boyd Watterson Asset Management LLC 0.01% No change 2,838 $29K
Rise Advisors, LLC 0.01% New 2,594 $27K
RFP Financial Group LLC 0.01% Add +25.8% 2,265 $23K
Jones Financial Companies LLLP 0.00% Add +24.8% 2,247 $23K
Redmont Wealth Advisors LLC 0.03% New 2,173 $22K
EntryPoint Capital, LLC 0.02% New 2,153 $22K
Addison Advisors LLC 0.01% Reduce -60.4% 2,063 $21K
FSA Wealth Management LLC 0.01% No change 2,000 $20K
HHM Wealth Advisors, LLC 0.00% No change 1,995 $20K
Pin Oak Investment Advisors Inc. 0.02% No change 1,821 $19K
FinTrust Capital Advisors, LLC 0.00% No change 1,774 $18K
Macquarie Group Ltd. 0.00% Reduce -11.9% 1,733 $18K
AdvisorNet Financial, Inc 0.00% Add +95.4% 1,442 $15K
Park Place Capital Corp 0.01% Reduce -72.3% 1,385 $14K
Key Financial Inc 0.00% No change 1,300 $13K
Montag A & Associates Inc. 0.00% Reduce -14.7% 1,211 $12K
Fernwood Investment Management, LLC 0.00% New 1,082 $11K
Federation des caisses Desjardins du Quebec 0.00% No change 1,000 $10K
Avior Wealth Management, LLC 0.00% Add +151.3% 980 $10K
Rosenberg Matthew Hamilton 0.00% No change 910 $9K
Hanson & Doremus Investment Management 0.00% New 924 $9K
Cwm, LLC 0.00% Add +45.6% 907 $9K
Catalyst Funds Management Pty Ltd 0.00% — 800 $8K
Salem Investment Counselors Inc. 0.00% New 787 $8K
Dunhill Financial, LLC 0.01% No change 717 $7K
Pinnacle Bancorp, Inc. 0.00% Reduce -19.8% 687 $7K
Carolinas Wealth Consulting LLC 0.00% No change 662 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 650 $7K
Bruce G. Allen Investments, LLC 0.01% No change 611 $6K
IFP Advisors, Inc 0.00% Add +44.3% 593 $6K
Eagle Bay Advisors LLC 0.00% Reduce -1.5% 575 $6K
Zions Bancorporation, N.A. 0.00% No change 560 $6K
Mather Group, Llc. 0.00% New 659 $6K
ORG Partners LLC 0.01% New 561 $6K
CNB Bank 0.00% No change 535 $5K
Bell Investment Advisors, Inc 0.00% No change 471 $5K
Pacific Capital Wealth Advisors, Inc. 0.00% New 457 $5K
Sugarloaf Wealth Management, LLC 0.00% No change 448 $5K
Harbour Investments, Inc. 0.00% No change 441 $5K
WR Wealth Planners, LLC 0.00% New 401 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 397 $4K
First Financial Corp. 0.00% New 390 $4K
Frazier Financial Advisors, LLC 0.00% Add +323.0% 368 $4K
DecisionPoint Financial, LLC 0.00% No change 372 $4K
Financial Gravity Asset Management, Inc. 0.00% Reduce -36.6% 351 $4K
Sunbelt Securities, Inc. 0.00% No change 343 $4K
Continuum Advisory, LLC 0.00% New 332 $3K
Provenance Wealth Advisors, LLC 0.00% No change 327 $3K
Credential Qtrade Securities Inc. 0.00% No change 310 $3K
Smithfield Trust Co 0.00% New 301 $3K
CVA Family Office, LLC 0.00% Add +66.7% 245 $3K
Janiczek Wealth Management, LLC 0.00% No change 244 $2K
Tortoise Investment Management, LLC 0.00% Add +1.8% 222 $2K
Avion Wealth 0.00% No change 169 $2K
Motco 0.00% No change 192 $2K
Granite FO LLC 0.00% New 186 $2K
Arlington Trust Co LLC 0.00% No change 185 $2K
HighMark Wealth Management LLC 0.00% New 166 $2K
ClariVest Asset Management LLC 0.00% No change 150 $2K
Johnson Financial Group, Inc. 0.00% No change 139 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 122 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 109 $1K
Financial Management Professionals, Inc. 0.00% New 103 $1K
CoreCap Advisors, LLC 0.00% New 67 $682
Harbor Investment Advisory, LLC 0.00% New 54 $552

"% of holder's portfolio" is MUFG's weight in each manager's 13F, not the share of Mitsubishi Ufj Finl-Spon ADR the manager owns.