Mitsubishi Ufj Finl-Spon ADRMUFG

13F holders, Q2 2024 (June 30)
406holders +26
48new positions
23sold out
6famous investors
$12.65avg. 13F price*

At the end of Q2 2024, 406 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings, up 26 from Q1 2024. 48 opened new positions and 23 sold out. The largest holders were Aristotle Capital Management, LLC ($694.7M), Groupama Asset Managment ($438.2M) and Bank of America Corp. ($225.4M). 6 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions48$18.4M
Exits23$17.6M

All 13F filers, Q1 2024 → Q2 2024: 8,083,110 shares bought and 7,810,408 shares sold, net +272,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 406 holders

Aristotle Capital Management, LLC 1.34% Reduce -0.6% 64,326,461 $694.7M
Groupama Asset Managment 5.98% Add +5.3% 1,945,692 $438.2M
Bank of America Corp. 0.02% Add +7.2% 20,868,717 $225.4M
Natixis Advisors, LLC 0.28% Add +3.3% 12,059,977 $130.2M
Goldman Sachs Group Inc. 0.03% Reduce -8.4% 11,908,092 $128.6M
Morgan Stanley 0.01% Reduce -2.0% 7,440,072 $80.4M
Northern Trust Corp. 0.01% Add +2.3% 6,938,432 $74.9M
BlackRock Inc. 0.00% Add +3.3% 6,934,175 $74.9M
Fisher Asset Management 0.03% Reduce -0.4% 6,785,901 $73.3M
Chevy Chase Trust Holdings, LLC 0.20% Add +3.9% 5,879,191 $63.5M
Dimensional Fund Advisors LP 0.02% Reduce -3.4% 5,684,944 $61.4M
FMR LLC 0.00% Add +7.6% 5,156,058 $55.7M
Envestnet Asset Management Inc. 0.02% Add +3.1% 4,440,510 $48.0M
Royal Bank of Canada 0.01% Reduce -1.4% 4,172,749 $45.1M
Todd Asset Management LLC 0.91% Add +0.5% 4,065,555 $43.9M
Sei Investments Co. 0.05% Add +6.4% 3,250,210 $35.1M
Raymond James & Associates 0.02% Add +4.3% 2,525,821 $27.3M
Teachers Retirement System of the State of Kentucky 0.23% No change 2,342,140 $25.3M
Wells Fargo & Company 0.01% Add +4.4% 1,962,717 $21.2M
Stifel Financial Corp. 0.02% Reduce -1.0% 1,961,608 $21.2M
American Century Companies Inc. 0.01% Add +6.2% 1,666,310 $18.0M
Herr Investment Group LLC 4.51% No change 1,410,464 $15.2M
Invesco Ltd. 0.00% Reduce -13.2% 1,356,936 $14.7M
Brandes Investment Partners, LP 0.17% Reduce -27.2% 1,339,322 $14.2M
Thornburg Investment Management Inc. 0.17% Add +154.2% 1,105,928 $12.0M
Philadelphia Financial Management of San Francisco, LLC 2.65% Reduce -38.6% 1,054,484 $11.4M
Massachusetts Financial Services Co. 0.00% Add +5.5% 993,013 $10.7M
Federated Hermes, Inc. 0.03% Add +17.7% 975,661 $10.5M
Clearbridge Investments, LLC 0.01% Add +0.3% 894,456 $9.7M
Edge Capital Group, LLC 0.45% Add +3.4% 869,248 $9.4M
Cibc World Market Inc. 0.02% Reduce -0.1% 733,434 $7.9M
O'shaughnessy Asset Management, LLC 0.08% Add +8.7% 720,292 $7.8M
Crossmark Global Holdings, Inc. 0.15% Reduce -1.9% 701,826 $7.6M
UBS Group AG 0.00% Add +3.9% 686,975 $7.4M
QRG Capital Management, Inc. 0.09% Add +2.9% 676,750 $7.3M
Abn Amro Investment Solutions 0.13% Reduce -13.1% 667,500 $7.2M
Cerity Partners LLC 0.02% Reduce -22.7% 628,127 $6.8M
Charles Schwab Investment Management Inc. 0.00% Add +24.9% 611,611 $6.6M
Quantinno Capital Management LP 0.12% Add +19.0% 606,175 $6.5M
Guardian Capital Advisors LP 0.67% Add +34.4% 562,311 $6.3M
Citigroup Inc. 0.01% Reduce -14.5% 570,779 $6.2M
Qube Research & Technologies Ltd 0.01% Reduce -36.9% 565,396 $6.1M
Creative Planning 0.01% Add +10.3% 558,157 $6.0M
M&T Bank Corp 0.02% Add +0.7% 550,976 $6.0M
Bank of New York Mellon Corp 0.00% Add +3.6% 513,398 $5.5M
Neuberger Berman Group LLC 0.00% Add +13.2% 506,293 $5.5M
Penserra Capital Management LLC 0.07% Add +10.5% 502,017 $5.4M
Capital Wealth Planning, LLC 0.06% Add +10.5% 502,017 $5.4M
Pathstone Holdings, LLC 0.02% Add +13.4% 481,537 $5.2M
Foresight Global Investors, Inc. 2.26% Add +19.5% 434,927 $4.7M
Boston Common Asset Management, LLC 0.12% Add +4.1% 420,237 $4.5M
First Trust Direct Indexing L.P. 0.28% Add +1.3% 418,950 $4.5M
HighTower Advisors, LLC 0.01% Reduce -1.0% 412,866 $4.5M
Truist Financial Corp. 0.01% Add +0.5% 398,383 $4.3M
Citadel Advisors 0.00% Reduce -62.1% 384,874 $4.2M
Arrowstreet Capital, Limited Partnership 0.00% New 384,057 $4.1M
Moran Wealth Management, LLC 0.13% Add +3.1% 371,724 $4.0M
Eagle Global Advisors LLC 0.21% Add +4.2% 365,190 $3.9M
Dorsey Wright & Associates 1.01% Reduce -1.5% 360,264 $3.9M
Augustine Asset Management Inc. 1.47% Add +54.5% 353,572 $3.8M
Baron Capital (BAMCO) 0.01% Reduce -25.3% 343,750 $3.7M
Forum Financial Management, LP 0.07% No change 338,439 $3.7M
Vanguard Personalized Indexing Management, LLC 0.06% Add +5.6% 314,013 $3.4M
Orion Porfolio Solutions, LLC 0.03% Add +5.8% 298,534 $3.2M
Orion Portfolio Solutions, LLC 0.03% Add +5.8% 298,534 $3.2M
PNC Financial Services Group, Inc. 0.00% Reduce -16.6% 294,986 $3.2M
Mercer Global Advisors Inc. 0.01% Reduce -2.0% 279,848 $3.0M
Naviter Wealth, LLC 0.45% Add +6.0% 277,831 $3.0M
Atria Investments, Inc 0.04% Add +0.7% 261,707 $2.8M
US Bancorp \de 0.00% Add +3.2% 260,013 $2.8M
Signaturefd, LLC 0.05% Add +1.3% 247,081 $2.7M
Synovus Financial Corp. 0.03% Add +0.8% 242,497 $2.6M
Legacy Wealth Asset Management, LLC 0.72% Reduce -3.8% 234,919 $2.5M
Ameriprise Financial Inc. 0.00% Reduce -1.9% 232,450 $2.5M
Renaissance Technologies 0.00% Add +38.0% 231,900 $2.5M
Mariner, LLC 0.00% Reduce -0.9% 230,681 $2.5M
Rhumbline Advisers 0.00% Add +0.1% 226,398 $2.4M
Ethic Inc. 0.06% Add +8.8% 225,880 $2.4M
Pekin Hardy Strauss, Inc. 0.33% Add +9.9% 222,900 $2.4M
BNP Paribas Financial Markets 0.00% Add +15.0% 213,681 $2.3M
Ritholtz Wealth Management 0.07% Add +48.0% 206,831 $2.2M
Alaethes Wealth, LLC 0.92% Add +1.9% 203,955 $2.2M
Avantax Advisory Services, Inc. 0.02% New 206,230 $2.2M
Yousif Capital Management, LLC 0.03% Reduce -3.6% 205,580 $2.2M
Altman Advisors, Inc. 1.24% Reduce -1.3% 202,193 $2.2M
Retireful, LLC 1.02% New 201,253 $2.2M
LPL Financial LLC 0.00% Add +53.0% 194,247 $2.1M
Vident Advisory, LLC 0.05% Add +32.1% 182,307 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -8.6% 182,301 $2.0M
Qtron Investments LLC 0.27% Add +9.2% 172,649 $1.9M
Laird Norton Wetherby Wealth Management, LLC 0.09% Reduce -0.7% 168,802 $1.8M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.02% New 46,150 $1.8M
Lockheed Martin Investment Management Co. 0.10% Reduce -6.3% 161,040 $1.7M
AQR Capital Management 0.00% Add +49.8% 159,255 $1.7M
Townsquare Capital LLC 0.02% Add +3.4% 157,159 $1.7M
Bessemer Group Inc. 0.00% Add +938.9% 154,385 $1.7M
Cresset Asset Management, LLC 0.01% Add +42.5% 148,702 $1.6M
Sanctuary Advisors, LLC 0.01% — 163,211 $1.6M
Greenleaf Trust 0.02% Add +0.1% 148,341 $1.6M
MML Investors Services, LLC 0.01% Reduce -4.1% 132,930 $1.4M
Cetera Investment Advisers 0.00% Add +2.0% 132,025 $1.4M
Bailard, Inc. 0.04% Reduce -0.8% 130,004 $1.4M
Compound Planning, Inc. 0.10% Add +14.6% 127,158 $1.4M
Corient Private Wealth LP 0.00% Reduce -19.6% 119,572 $1.3M
Fifth Third Bancorp 0.00% Reduce -2.8% 115,398 $1.2M
Quadrant Capital Group LLC 0.09% Reduce -2.5% 112,848 $1.2M
17 Capital Partners, LLC 0.86% No change 111,683 $1.2M
New York State Common Retirement Fund 0.00% No change 110,598 $1.2M
Schechter Investment Advisors, LLC 0.09% Reduce -13.9% 110,153 $1.2M
Tocqueville Asset Management L.P. 0.02% Reduce -73.2% 109,720 $1.2M
Pacer Advisors, Inc. 0.00% Reduce -3.2% 107,037 $1.2M
Exencial Wealth Advisors, LLC 0.04% Reduce -1.8% 106,905 $1.2M
Hantz Financial Services, Inc. 0.02% Reduce -40.4% 106,454 $1.1M
Seven Eight Capital, LP 0.12% New 106,451 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -1.2% 105,958 $1.1M
Janney Montgomery Scott LLC 0.00% Add +3.9% 105,372 $1.1M
Calamos Wealth Management LLC 0.06% Add +9.2% 104,678 $1.1M
DAVENPORT & Co LLC 0.01% Add +10.6% 102,526 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +1.0% 101,421 $1.1M
Park Avenue Securities LLC 0.01% Add +3.8% 99,299 $1.1M
Highland Capital Management, LLC 0.06% Reduce -7.3% 99,050 $1.1M
BTC Capital Management, Inc. 0.10% Reduce -3.4% 97,809 $1.1M
Confluence Investment Management LLC 0.01% Add +4.2% 96,060 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.8% 91,856 $992K
Intrust Bank NA 0.10% Add +8.0% 88,792 $959K
AdvisorShares Investments LLC 0.16% Reduce -2.4% 85,406 $931K
Whittier Trust Co. 0.01% Add +16.8% 84,440 $912K
Total Clarity Wealth Management, Inc. 0.30% Reduce -16.3% 80,950 $874K
Captrust Financial Advisors 0.00% Add +12.8% 77,122 $833K
Hancock Whitney Corp. 0.03% Add +91.7% 76,539 $827K
Bank of Montreal 0.00% Add +11.4% 75,907 $821K
Aquatic Capital Management LLC 0.03% Reduce -26.1% 75,500 $815K
Diversify Wealth Management, LLC 0.10% — 85,775 $815K
Millennium Management 0.00% Reduce -17.1% 73,744 $796K
NewEdge Advisors, LLC 0.01% Add +34.2% 73,353 $792K
Freedom Investment Management, Inc. 0.06% Reduce -13.8% 73,281 $791K
Rehmann Capital Advisory Group 0.06% Reduce -1.0% 73,237 $791K
Harbour Capital Advisors, LLC 0.19% Add +0.7% 72,060 $785K
Checchi Capital Advisers, LLC 0.06% Add +2.8% 71,615 $773K
Private Advisor Group, LLC 0.01% Reduce -5.1% 71,380 $771K
Ewa, LLC 0.32% Add +0.8% 66,810 $762K
Susquehanna International Group, LLP 0.00% Reduce -19.9% 68,709 $742K
Atlas Capital Advisors Inc. 0.10% Reduce -9.5% 68,210 $737K
Jane Street Group, LLC 0.00% Add +29.8% 67,651 $731K
Oppenheimer Asset Management Inc. 0.01% Add +49.6% 67,062 $724K
Moors & Cabot, Inc. 0.04% No change 67,000 $724K
NorthCoast Asset Management LLC 0.01% Reduce -28.2% 65,728 $710K
Aaron Wealth Advisors LLC 0.10% Add +7.5% 64,725 $699K
Evergreen Capital Management LLC 0.03% Add +7.8% 64,028 $692K
Ballast Advisors LLC 0.21% No change 61,790 $667K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -1.8% 60,562 $654K
Blue Trust, Inc. 0.01% Add +86.4% 63,285 $647K
Anthracite Investment Company, Inc. 0.34% No change 59,942 $647K
Allspring Global Investments Holdings, LLC 0.00% Add +49.7% 57,954 $626K
Eagle Asset Management Inc. 0.00% Add +1.2% 56,756 $619K
Ballentine Partners, LLC 0.01% Add +21.1% 56,217 $607K
Vise Technologies, Inc. 0.10% Add +11.4% 54,074 $584K
Sequoia Financial Advisors, LLC 0.01% Reduce -12.4% 54,067 $584K
Hunter Perkins Capital Management, LLC 0.12% Reduce -5.4% 52,200 $564K
Blair William & Co. 0.00% Reduce -1.3% 50,435 $545K
Old Mission Capital LLC 0.01% New 49,325 $533K
Quantbot Technologies LP 0.03% New 49,015 $529K
Rockefeller Capital Management L.P. 0.00% Add +61.2% 48,817 $527K
Integrated Wealth Concepts LLC 0.01% Reduce -14.6% 48,709 $526K
Franklin Resources Inc. 0.00% Add +4.8% 48,270 $521K
Five Oceans Advisors 0.27% Add +94.1% 48,220 $521K
West Family Investments, Inc. 0.16% Reduce -0.1% 48,126 $520K
Personal Cfo Solutions, LLC 0.08% Add +1.9% 46,345 $501K
Te Ahumairangi Investment Management Ltd 0.10% Reduce -58.2% 46,017 $497K
HRT Financial LP 0.00% Reduce -64.0% 45,828 $494K
Prudential Financial Inc. 0.00% Reduce -2.2% 45,535 $492K
Louisbourg Investments Inc. 0.14% No change 45,310 $489K
Choreo, LLC 0.01% New 44,911 $489K
Johnson Investment Counsel Inc. 0.01% No change 45,070 $487K
Pinnacle Wealth Planning Services, Inc. 0.07% No change 44,845 $484K
Advisors Asset Management, Inc. 0.01% Add +5.5% 44,610 $482K
Raymond James Trust N.A. 0.01% Reduce -5.0% 44,509 $481K
apricus wealth, LLC 0.34% No change 44,475 $480K
Successful Portfolios LLC 0.34% No change 44,470 $480K
RNC Capital Management LLC 0.03% Add +0.2% 44,440 $480K
Glenmede Trust Co. NA 0.00% Reduce -1.2% 44,049 $476K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -0.6% 43,978 $475K
Assetmark, Inc. 0.00% Add +21.3% 42,061 $454K
Sage Rhino Capital LLC 0.11% Add +0.1% 41,171 $445K
Callan Capital, LLC 0.04% Add +12.1% 40,781 $440K
Walleye Capital LLC 0.01% New 40,166 $434K
Financial Counselors Inc. 0.01% Reduce -5.3% 39,858 $430K
Russell Investments Group, Ltd. 0.00% Add +17.7% 39,659 $428K
Henshaw Capital LLC 0.02% Add +7.3% 39,587 $428K
Parallel Advisors, LLC 0.01% Add +1.4% 38,411 $415K
Capstone Investment Advisors, LLC 0.02% Add +12.7% 37,798 $408K
Traveka Wealth, LLC 0.20% Add +2.7% 37,775 $408K
Valeo Financial Advisors, LLC 0.01% Reduce -0.1% 36,906 $399K
Diversify Advisory Services, LLC 0.02% Reduce -61.8% 35,970 $398K
Angeles Investment Advisors, LLC 0.02% No change 36,072 $394K
Kestra Advisory Services, LLC 0.00% Add +0.8% 35,986 $389K
State Street Corp. 0.00% No change 35,530 $388K
Everpar Advisors LLC 0.19% Reduce -0.4% 35,559 $384K
Gallacher Capital Management LLC 0.20% Reduce -1.0% 34,730 $375K
Bridgewater Advisors Inc. 0.05% New 33,669 $372K
Cetera Trust Company, N.A 0.23% No change 33,595 $363K
Procyon Advisors, LLC 0.03% Add +0.7% 33,215 $359K
Lindbrook Capital, LLC 0.03% Add +4.0% 32,788 $354K
Shilanski & Associates, Inc. 0.12% Reduce -4.0% 32,128 $347K
Clarius Group, LLC 0.02% Reduce -25.6% 31,694 $342K
Engineers Gate Manager LP 0.01% Add +17.9% 31,555 $341K
Claro Advisors Inc. 0.05% Add +3.7% 31,131 $336K
Beverly Hills Private Wealth, LLC 0.07% Add +4.8% 30,653 $331K
Marex Group Ltd 0.01% New 30,350 $328K
Mgo One Seven LLC 0.02% Add +64.8% 29,857 $322K
Portside Wealth Group, LLC 0.06% Reduce -0.4% 29,742 $321K
Osaic Holdings, Inc. 0.00% Add +127.4% 29,453 $318K
Transamerica Financial Advisors, LLC 0.03% No change 29,138 $315K
Summit Trail Advisors, LLC 0.01% New 28,916 $313K
Wedbush Securities Inc. 0.01% Reduce -8.9% 28,948 $313K
Pinnacle Associates Ltd. 0.00% Add +9.2% 28,945 $313K
Focus Partners Wealth 0.00% New 28,854 $312K
Knights of Columbus Asset Advisors LLC 0.02% No change 28,862 $312K
Optas, LLC 0.08% Reduce -0.2% 28,298 $306K
180 Wealth Advisors, LLC 0.05% Reduce -0.3% 27,291 $303K
&partners 0.01% Add +42.3% 27,972 $302K
Mission Wealth Management, LP 0.01% Add +29.9% 27,576 $298K
SVB Wealth LLC 0.01% Reduce -15.8% 27,566 $298K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -28.4% 27,068 $292K
Seeds Investor LLC 0.15% Add +24.2% 26,923 $291K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.1% 26,867 $290K
Brown Advisory Inc. 0.00% Add +69.7% 26,835 $290K
Wrapmanager Inc. 0.08% Reduce -15.4% 26,833 $290K
Lake Street Advisors Group, LLC 0.01% Reduce -4.4% 26,246 $287K
Wedmont Private Capital 0.02% Add +46.4% 25,782 $285K
Cozad Asset Management Inc. 0.03% No change 25,906 $280K
Linden Thomas Advisory Services, LLC 0.04% Add +19.5% 25,857 $279K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.2% 25,113 $271K
PDS Planning, Inc 0.03% Reduce -0.1% 24,716 $267K
Coldstream Capital Management Inc. 0.01% Add +0.7% 24,619 $266K
GAMMA Investing LLC 0.04% Add +11.6% 24,403 $264K
Cromwell Holdings LLC 0.16% — 24,134 $261K
Beacon Pointe Advisors, LLC 0.00% Add +26.8% 24,094 $260K
Walleye Trading LLC 0.01% New 23,946 $259K
Keel Point, LLC 0.02% Add +1.9% 26,352 $258K
FFT Wealth Management LLC 0.02% No change 23,058 $249K
Bleakley Financial Group, LLC 0.01% Reduce -65.0% 22,912 $247K
Simplicity Wealth,LLC 0.01% Reduce -64.9% 22,887 $247K
Lido Advisors, LLC 0.00% Add +28.7% 22,193 $242K
Lanark Financial, Inc. 0.02% Reduce -11.1% 22,474 $242K
Windward Capital Management Co. 0.02% Reduce -13.3% 22,137 $239K
Old National Bancorp 0.01% Reduce -0.8% 21,464 $232K
Verus Capital Partners, LLC 0.02% No change 21,200 $229K
Commerce Bank 0.00% Add +0.4% 21,162 $229K
Hardy Reed LLC 0.02% New 21,034 $227K
Trust Point Inc. 0.02% Reduce -7.0% 21,024 $227K
Resonant Capital Advisors, LLC 0.02% Add +0.5% 20,535 $224K
Aveo Capital Partners, LLC 0.02% Reduce -14.7% 20,154 $218K
Aprio Wealth Management, LLC 0.04% Add +11.3% 19,666 $212K
Apollon Wealth Management, LLC 0.01% Add +20.6% 19,644 $212K
First Affirmative Financial Network 0.15% Add +5.1% 19,463 $210K
Abel Hall, LLC 0.15% Add +9.3% 19,439 $210K
VanderPol Investments L.L.C. 0.63% No change 19,211 $207K
Barometer Capital Management Inc. 0.08% New 18,800 $203K
Sowell Financial Services LLC 0.01% New 18,535 $203K
Legacy Financial Advisors, Inc. 0.04% Reduce -1.2% 18,632 $201K
Catalina Capital Group, LLC 0.07% Add +5.4% 17,965 $194K
Ieq Capital, LLC 0.00% No change 17,334 $187K
9258 Wealth Management, LLC 0.03% No change 17,105 $185K
HighPoint Advisor Group LLC 0.01% Reduce -0.6% 16,690 $184K
Manchester Capital Management LLC 0.02% No change 16,442 $178K
Flputnam Investment Management Co. 0.00% Add +2.8% 16,365 $177K
Norden Group LLC 0.04% Reduce -18.4% 16,095 $174K
Headlands Technologies LLC 0.02% Add +21.1% 15,990 $173K
Stratos Wealth Partners, LTD. 0.00% Reduce -2.5% 15,945 $172K
Alera Investment Advisors, LLC 0.02% New 15,925 $172K
Dynamic Advisor Solutions LLC 0.01% New 15,457 $167K
LRI Investments, LLC 0.02% New 15,156 $164K
Fidelis Capital Partners, LLC 0.02% Add +0.5% 17,358 $163K
Sapient Capital LLC 0.00% No change 14,800 $162K
Henry James International Management Inc. 0.06% New 14,651 $158K
Smartleaf Asset Management LLC 0.03% Add +4.1% 14,909 $155K
Cottonwood Capital Advisors, LLC 0.12% No change 13,894 $154K
Balyasny Asset Management L.P. 0.00% New 13,976 $151K
Seven Mile Advisory 0.11% Add +2.4% 13,961 $151K
Xponance LLC 0.00% Add +21.2% 13,687 $148K
Farther Finance Advisors, LLC 0.01% Add +18.5% 13,548 $148K
Cambridge Investment Research Advisors, Inc. 0.00% Add +34.3% 13,610 $147K
Walkner Condon Financial Advisors LLC 0.03% Reduce -0.2% 13,607 $146K
Phoenix Financial Ltd. 0.00% Reduce -59.1% 13,863 $146K
One Wealth Management Investment & Advisory Services, LLC 0.06% Reduce -7.4% 13,351 $144K
Snowden Capital Advisors LLC 0.00% New 13,224 $144K
Huntington National Bank 0.00% Add +10.4% 13,334 $144K
OneDigital Investment Advisors LLC 0.00% New 13,245 $143K
TD Asset Management Inc 0.00% Reduce -10.2% 13,104 $142K
Sage Mountain Advisors LLC 0.01% Add +19.2% 12,911 $139K
Burns Matteson Capital Management, LLC 0.09% Add +5.2% 12,843 $139K
Obsidian Cio, LLC 0.03% New 12,806 $138K
Canopy Partners, LLC 0.06% Add +5.5% 12,472 $135K
Sunpointe, LLC 0.09% No change 12,204 $133K
Wallace Advisory Group, LLC 0.09% Reduce -0.3% 12,168 $131K
Hilltop Holdings Inc. 0.02% No change 11,960 $129K
Premier Path Wealth Partners, LLC 0.02% Reduce -0.7% 11,697 $126K
Florida Trust Wealth Management Co 0.00% No change 11,681 $126K
Independent Solutions Wealth Management, LLC 0.03% No change 11,633 $126K
Kathmere Capital Management, LLC 0.01% New 11,630 $126K
Allworth Financial LP 0.00% Add +5.1% 11,046 $124K
Atria Wealth Solutions, Inc. 0.00% Reduce -1.6% 11,476 $124K
Simon Quick Advisors, LLC 0.01% New 11,307 $122K
AXA S.A. 0.00% Reduce -10.9% 11,200 $121K
Calydon Capital 0.02% No change 11,193 $121K
Brighton Jones LLC 0.00% New 11,181 $121K
Waldron Private Wealth LLC 0.01% Add +1.7% 10,774 $116K
Adero Partners, LLC 0.01% New 10,724 $116K
Whittier Trust Co. of Nevada Inc. 0.00% Add +182.1% 10,687 $115K
Vanguard Capital Wealth Advisors 0.08% Reduce -25.4% 10,450 $113K
Blue Barn Wealth, LLC 0.06% Reduce -0.7% 10,443 $113K
Keybank National Association 0.00% New 10,355 $112K
NewEdge Wealth, LLC 0.00% Reduce -6.3% 10,297 $111K
Cary Street Partners Investment Advisory LLC 0.00% New 10,262 $111K
SYM FINANCIAL Corp 0.02% New 10,112 $109K
Alliance Wealth Advisors, LLC 0.03% New 10,051 $109K
Olympiad Research LP 0.08% No change 10,036 $108K
Prelude Capital Management, LLC 0.01% No change 10,036 $108K
Certuity, LLC 0.01% New 10,004 $108K
Foster Group, Inc. 0.00% New 10,002 $108K
Onyx Bridge Wealth Group LLC 0.02% No change 10,000 $108K
Eagle Bay Advisors LLC 0.06% Add +1542.1% 9,442 $102K
Clearstead Advisors, LLC 0.00% New 8,281 $89K
Ashton Thomas Private Wealth, LLC 0.00% New 7,939 $86K
EverSource Wealth Advisors, LLC 0.01% Add +13.7% 6,674 $78K
Hexagon Capital Partners LLC 0.01% Reduce -3.4% 6,348 $69K
Rothschild Investment LLC 0.00% Add +61.2% 6,307 $68K
CIBC Private Wealth Group LLC 0.00% Add +12.3% 5,920 $66K
Principal Securities, Inc. 0.00% Add +12.8% 6,066 $66K
Tower Research Capital LLC (TRC) 0.00% Reduce -67.3% 5,751 $62K
PEAK6 Investments LLC 0.00% Reduce -97.0% 4,980 $54K
Global Retirement Partners, LLC 0.00% Reduce -43.1% 4,936 $53K
Family Firm, Inc. 0.01% New 4,907 $53K
Jones Financial Companies LLLP 0.00% Add +115.8% 4,850 $52K
Simplex Trading, LLC 0.00% Reduce -76.0% 4,757 $51K
TD Private Client Wealth LLC 0.00% Add +7.2% 4,656 $50K
IFP Advisors, Inc 0.00% Add +680.9% 4,631 $50K
Addison Advisors LLC 0.02% Add +123.4% 4,609 $50K
Deutsche Bank AG 0.00% No change 4,592 $50K
Parkside Financial Bank & Trust 0.01% No change 4,493 $49K
AdvisorNet Financial, Inc 0.00% Add +197.5% 4,290 $46K
EntryPoint Capital, LLC 0.02% Add +75.7% 3,783 $41K
Steward Partners Investment Advisory, LLC 0.00% Reduce -14.6% 3,777 $41K
JFS Wealth Advisors, LLC 0.00% No change 3,392 $37K
Venturi Wealth Management, LLC 0.00% New 3,063 $33K
Boyd Watterson Asset Management LLC 0.01% No change 2,838 $31K
Financial Management Professionals, Inc. 0.00% Add +2598.1% 2,779 $30K
Rise Advisors, LLC 0.01% No change 2,594 $28K
RFP Financial Group LLC 0.01% Reduce -1.7% 2,226 $24K
Redmont Wealth Advisors LLC 0.04% No change 2,173 $23K
FinTrust Capital Advisors, LLC 0.00% Add +17.6% 2,087 $23K
Pin Oak Investment Advisors Inc. 0.02% No change 1,821 $20K
Macquarie Group Ltd. 0.00% Add +2.2% 1,771 $19K
Cwm, LLC 0.00% Add +53.1% 1,389 $15K
Key Financial Inc 0.00% No change 1,300 $14K
Park Place Capital Corp 0.00% Reduce -8.4% 1,268 $14K
Fortitude Family Office, LLC 0.01% New 1,093 $12K
Avior Wealth Management, LLC 0.00% Add +9.0% 1,068 $12K
Montag A & Associates Inc. 0.00% Reduce -17.0% 1,005 $11K
West Oak Capital, LLC 0.00% New 1,000 $11K
Federation des caisses Desjardins du Quebec 0.00% No change 1,000 $11K
Hanson & Doremus Investment Management 0.00% No change 924 $10K
Salem Investment Counselors Inc. 0.00% No change 787 $9K
Coppell Advisory Solutions LLC 0.00% — 749 $8K
TD Waterhouse Canada Inc. 0.00% New 718 $8K
Dunhill Financial, LLC 0.00% No change 717 $8K
Carolinas Wealth Consulting LLC 0.00% Reduce -0.6% 658 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 650 $7K
Bruce G. Allen Investments, LLC 0.01% No change 611 $7K
Rosenberg Matthew Hamilton 0.00% Reduce -33.6% 604 $7K
Frazier Financial Advisors, LLC 0.01% Add +60.6% 591 $6K
Pinnacle Bancorp, Inc. 0.00% Reduce -21.4% 540 $6K
CNB Bank 0.00% No change 535 $6K
Mather Group, Llc. 0.00% Reduce -18.2% 539 $6K
Westside Investment Management, Inc. 0.00% New 508 $5K
Highline Wealth Partners LLC 0.00% New 491 $5K
ORG Partners LLC 0.00% Reduce -13.7% 484 $5K
Bell Investment Advisors, Inc 0.00% No change 471 $5K
Financial Connections Group, Inc. 0.00% New 503 $5K
Sugarloaf Wealth Management, LLC 0.00% No change 448 $5K
Harbour Investments, Inc. 0.00% No change 441 $5K
Cornerstone Planning Group LLC 0.00% New 495 $5K
Zions Bancorporation, N.A. 0.00% Reduce -25.9% 415 $4K
DecisionPoint Financial, LLC 0.00% No change 372 $4K
First Financial Corp. 0.00% No change 390 $4K
Johnson Financial Group, Inc. 0.00% Add +171.9% 378 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 397 $4K
Sunbelt Securities, Inc. 0.00% No change 343 $4K
Provenance Wealth Advisors, LLC 0.00% No change 327 $4K
Continuum Advisory, LLC 0.00% Reduce -3.6% 320 $3K
Sound Income Strategies, LLC 0.00% New 304 $3K
HighMark Wealth Management LLC 0.00% Add +74.1% 289 $3K
WR Wealth Planners, LLC 0.00% Reduce -30.9% 277 $3K
Janiczek Wealth Management, LLC 0.00% No change 244 $3K
Tortoise Investment Management, LLC 0.00% No change 222 $2K
Motco 0.00% No change 192 $2K
Arlington Trust Co LLC 0.00% No change 185 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +27.1% 155 $2K
Mendota Financial Group, LLC 0.00% New 154 $2K
CVA Family Office, LLC 0.00% Reduce -40.0% 147 $2K
ClariVest Asset Management LLC 0.00% No change 150 $2K
Lynx Investment Advisory 0.00% — 136 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 109 $1K
Avion Wealth 0.00% No change 169 $1K
Financial Gravity Asset Management, Inc. 0.00% Reduce -99.4% 2 $22

"% 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.