Mitsubishi Ufj Finl-Spon ADRMUFG
13F holders, Q3 2024 (September 30)418holders +12
43new positions
30sold out
7famous investors
$10.18avg. 13F price*
At the end of Q3 2024, 418 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings, up 12 from Q2 2024. 43 opened new positions and 30 sold out. The largest holders were Aristotle Capital Management, LLC ($655.3M), Bank of America Corp. ($207.9M) and Goldman Sachs Group Inc. ($131.8M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Mitsubishi Ufj Finl-Spon ADR
- CUSIP
- 606822104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $29.1M |
| Exits | 30 | $452.1M |
All 13F filers, Q2 2024 → Q3 2024: 12,640,101 shares bought and 10,198,968 shares sold, net +2,441,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 418 holders
| Aristotle Capital Management, LLC | 1.19% | Add +0.1% | 64,370,272 | $655.3M |
| Bank of America Corp. | 0.02% | Reduce -2.1% | 20,422,155 | $207.9M |
| Goldman Sachs Group Inc. | 0.03% | Add +8.7% | 12,945,632 | $131.8M |
| Natixis Advisors, LLC | 0.19% | Reduce -22.5% | 9,343,313 | $95.1M |
| Fisher Asset Management | 0.03% | Add +15.7% | 7,853,310 | $79.9M |
| Morgan Stanley | 0.01% | Reduce -1.0% | 7,366,728 | $75.0M |
| Northern Trust Corp. | 0.01% | Add +3.5% | 7,179,749 | $73.1M |
| BlackRock, Inc. | 0.00% | — | 7,041,388 | $71.7M |
| Chevy Chase Trust Holdings, LLC | 0.18% | Reduce -2.9% | 5,708,571 | $58.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.9% | 5,575,183 | $56.8M |
| FMR LLC | 0.00% | Reduce -3.7% | 4,963,431 | $50.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.2% | 4,493,081 | $45.7M |
| Royal Bank of Canada | 0.01% | Add +2.8% | 4,289,398 | $43.7M |
| Todd Asset Management LLC | 0.96% | Reduce -0.5% | 4,045,625 | $41.2M |
| Sei Investments Co. | 0.05% | Add +23.9% | 4,028,039 | $41.0M |
| Teachers Retirement System of the State of Kentucky | 0.21% | No change | 2,342,140 | $23.8M |
| Wells Fargo & Company | 0.01% | Add +18.6% | 2,327,826 | $23.7M |
| Raymond James & Associates | 0.01% | Reduce -22.3% | 1,962,448 | $20.0M |
| Stifel Financial Corp. | 0.02% | Reduce -0.3% | 1,956,486 | $19.9M |
| American Century Companies Inc. | 0.01% | Add +6.1% | 1,767,520 | $18.0M |
| Invesco Ltd. | 0.00% | Add +21.1% | 1,643,385 | $16.7M |
| Brandes Investment Partners, LP | 0.14% | Reduce -6.1% | 1,257,152 | $12.8M |
| Neuberger Berman Group LLC | 0.01% | Add +129.9% | 1,164,181 | $11.8M |
| Thornburg Investment Management Inc. | 0.15% | Add +0.9% | 1,116,454 | $11.4M |
| Citadel Advisors | 0.01% | Add +180.7% | 1,080,241 | $11.0M |
| Bank of New York Mellon Corp | 0.00% | Add +80.5% | 926,722 | $9.4M |
| Clearbridge Investments, LLC | 0.01% | Add +0.3% | 897,551 | $9.1M |
| Edge Capital Group, LLC | 0.39% | Add +0.3% | 871,985 | $8.9M |
| Federated Hermes, Inc. | 0.02% | Reduce -10.9% | 868,987 | $8.8M |
| Crossmark Global Holdings, Inc. | 0.16% | Add +23.4% | 866,032 | $8.8M |
| Cerity Partners LLC | 0.02% | Add +30.2% | 818,014 | $8.3M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +5.7% | 761,352 | $8.1M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -19.6% | 798,147 | $8.1M |
| Quantinno Capital Management LP | 0.11% | Add +31.6% | 797,543 | $8.1M |
| T. Rowe Price Associates Inc. | 0.00% | New | 736,976 | $7.5M |
| Cibc World Market Inc. | 0.02% | Reduce -0.1% | 732,363 | $7.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.4% | 699,645 | $7.1M |
| QRG Capital Management, Inc. | 0.08% | Add +1.5% | 687,065 | $7.0M |
| Philadelphia Financial Management of San Francisco, LLC | 1.46% | Reduce -36.3% | 672,075 | $6.8M |
| UBS Group AG | 0.00% | Reduce -9.0% | 625,086 | $6.4M |
| Creative Planning | 0.01% | Add +8.9% | 607,686 | $6.2M |
| Guardian Capital Advisors LP | 0.60% | Add +6.8% | 600,391 | $6.1M |
| Abn Amro Investment Solutions | 0.11% | Reduce -11.3% | 592,200 | $6.0M |
| Citigroup Inc. | 0.01% | Reduce -1.7% | 561,062 | $5.7M |
| M&T Bank Corp | 0.02% | Add +0.8% | 555,675 | $5.7M |
| Renaissance Technologies | 0.01% | Add +138.9% | 553,911 | $5.6M |
| BNP Paribas Financial Markets | 0.01% | Add +140.9% | 514,746 | $5.2M |
| Millennium Management | 0.00% | Add +549.4% | 478,873 | $4.9M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.0% | 472,032 | $4.8M |
| HighTower Advisors, LLC | 0.01% | Add +6.7% | 440,317 | $4.5M |
| Ramirez Asset Management, Inc. | 0.81% | New | 413,874 | $4.2M |
| Boston Common Asset Management, LLC | 0.11% | Reduce -2.0% | 411,735 | $4.2M |
| First Trust Direct Indexing L.P. | 0.22% | Reduce -1.9% | 410,916 | $4.2M |
| Dorsey Wright & Associates | 0.97% | Add +12.0% | 403,508 | $4.1M |
| Truist Financial Corp. | 0.01% | Reduce -5.0% | 378,367 | $3.9M |
| Moran Wealth Management, LLC | 0.12% | Reduce -0.5% | 369,980 | $3.8M |
| Eagle Global Advisors LLC | 0.18% | Reduce -1.0% | 361,499 | $3.7M |
| Augustine Asset Management Inc. | 1.28% | Add +1.5% | 358,906 | $3.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -37.8% | 351,589 | $3.6M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +9.8% | 344,819 | $3.5M |
| Forum Financial Management, LP | 0.06% | No change | 338,439 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +72.0% | 280,668 | $3.3M |
| Bessemer Group Inc. | 0.01% | Add +106.6% | 318,958 | $3.2M |
| Atria Investments, Inc | 0.04% | Add +17.1% | 306,507 | $3.1M |
| Synovus Financial Corp. | 0.04% | Add +24.4% | 301,550 | $3.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.2% | 301,488 | $3.1M |
| Baron Capital (BAMCO) | 0.01% | Reduce -14.0% | 295,681 | $3.0M |
| TD Asset Management Inc | 0.00% | Add +2153.4% | 295,281 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +3.2% | 288,880 | $2.9M |
| Naviter Wealth, LLC | 0.39% | Add +0.3% | 278,721 | $2.8M |
| Capital Wealth Planning, LLC | 0.03% | Reduce -44.7% | 277,670 | $2.8M |
| Samlyn Capital, LLC | 0.04% | New | 269,582 | $2.7M |
| US Bancorp \de | 0.00% | Add +3.0% | 267,689 | $2.7M |
| Pekin Hardy Strauss, Inc. | 0.35% | Add +19.2% | 265,775 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +41.7% | 258,298 | $2.6M |
| Signaturefd, LLC | 0.05% | Add +2.6% | 253,409 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -15.4% | 252,466 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -15.4% | 252,466 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +3.3% | 240,033 | $2.4M |
| Ritholtz Wealth Management | 0.07% | Add +14.3% | 236,468 | $2.4M |
| Legacy Wealth Asset Management, LLC | 0.64% | Add +0.1% | 235,210 | $2.4M |
| Rhumbline Advisers | 0.00% | Add +3.2% | 233,743 | $2.4M |
| Mariner, LLC | 0.00% | Add +1.2% | 233,372 | $2.4M |
| LPL Financial LLC | 0.00% | Add +12.3% | 218,088 | $2.2M |
| Vident Advisory, LLC | 0.06% | Add +19.2% | 217,283 | $2.2M |
| Alaethes Wealth, LLC | 0.80% | Add +4.9% | 213,866 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.2% | 210,825 | $2.1M |
| Ethic Inc. | 0.05% | Reduce -8.1% | 207,686 | $2.1M |
| Altman Advisors, Inc. | 0.92% | Add +0.2% | 202,665 | $2.1M |
| Exencial Wealth Advisors, LLC | 0.07% | Add +81.8% | 194,334 | $2.0M |
| AQR Capital Management | 0.00% | Add +20.6% | 192,032 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -8.5% | 188,032 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +21.5% | 180,695 | $1.8M |
| Qtron Investments LLC | 0.24% | No change | 172,649 | $1.8M |
| Madison Asset Management, LLC | 0.02% | New | 171,978 | $1.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.08% | Reduce -2.0% | 165,432 | $1.7M |
| Townsquare Capital LLC | 0.02% | Add +1.7% | 159,859 | $1.6M |
| Rokos Capital Management LLP | 0.06% | New | 159,784 | $1.6M |
| Greenleaf Trust | 0.01% | Add +2.5% | 152,105 | $1.5M |
| Lockheed Martin Investment Management Co. | 0.07% | Reduce -6.6% | 150,370 | $1.5M |
| Foresight Global Investors, Inc. | 0.77% | Reduce -68.1% | 138,749 | $1.4M |
| MML Investors Services, LLC | 0.01% | Add +3.1% | 137,065 | $1.4M |
| Blue Trust, Inc. | 0.02% | Add +98.7% | 125,734 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 131,700 | $1.3M |
| Bailard, Inc. | 0.03% | Add +0.7% | 130,927 | $1.3M |
| Caprock Group, LLC | 0.05% | New | 129,491 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -5.9% | 124,290 | $1.3M |
| Vise Technologies, Inc. | 0.15% | Add +119.5% | 118,676 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +12.5% | 118,568 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +0.6% | 116,029 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -4.2% | 114,575 | $1.2M |
| Aquatic Capital Management LLC | 0.03% | Add +51.4% | 114,300 | $1.2M |
| Henshaw Capital LLC | 0.05% | Add +188.5% | 114,201 | $1.2M |
| 17 Capital Partners, LLC | 0.74% | No change | 111,683 | $1.1M |
| Quadrant Capital Group LLC | 0.08% | Reduce -1.4% | 111,248 | $1.1M |
| Schechter Investment Advisors, LLC | 0.08% | Reduce -0.2% | 109,951 | $1.1M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 109,720 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.6% | 108,084 | $1.1M |
| Calamos Wealth Management LLC | 0.06% | Add +3.0% | 107,763 | $1.1M |
| BTC Capital Management, Inc. | 0.10% | Add +7.3% | 104,977 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 104,948 | $1.1M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -1.4% | 104,940 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.1% | 104,785 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.1% | 104,781 | $1.1M |
| Whittier Trust Co. | 0.01% | Add +21.9% | 102,935 | $1.0M |
| Highland Capital Management, LLC | 0.06% | Reduce -0.4% | 98,650 | $1.0M |
| Compound Planning, Inc. | 0.06% | Reduce -26.7% | 93,159 | $948K |
| Confluence Investment Management LLC | 0.01% | Reduce -3.4% | 92,783 | $945K |
| Quantbot Technologies LP | 0.04% | Add +87.6% | 91,973 | $936K |
| D. E. Shaw & Co. | 0.00% | New | 91,562 | $932K |
| Intrust Bank NA | 0.09% | Add +2.7% | 91,202 | $928K |
| Diversify Wealth Management, LLC | 0.09% | Add +4.9% | 89,961 | $918K |
| Captrust Financial Advisors | 0.00% | Add +13.5% | 87,556 | $891K |
| DAVENPORT & Co LLC | 0.01% | Reduce -14.9% | 87,270 | $888K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.5% | 83,120 | $846K |
| Park Avenue Securities LLC | 0.01% | Reduce -16.8% | 82,576 | $841K |
| Total Clarity Wealth Management, Inc. | 0.27% | No change | 80,950 | $824K |
| AdvisorShares Investments LLC | 0.16% | Reduce -6.0% | 80,264 | $817K |
| Ewa, LLC | 0.29% | Reduce -0.7% | 66,331 | $801K |
| Aaron Wealth Advisors LLC | 0.09% | Add +20.1% | 77,742 | $791K |
| Hancock Whitney Corp. | 0.03% | Reduce -0.6% | 76,069 | $774K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +30.9% | 75,887 | $773K |
| Te Ahumairangi Investment Management Ltd | 0.13% | Add +61.9% | 74,517 | $754K |
| XTX Topco Ltd | 0.05% | New | 74,066 | $754K |
| Barclays PLC | 0.00% | New | 73,897 | $752K |
| Eagle Asset Management Inc. | 0.00% | Add +11.3% | 63,142 | $728K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -0.6% | 71,182 | $725K |
| Bank of Montreal | 0.00% | Reduce -6.8% | 70,732 | $717K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +2.0% | 68,398 | $696K |
| CW Advisors, LLC | 0.01% | New | 68,380 | $696K |
| Evergreen Capital Management LLC | 0.02% | Add +5.3% | 67,451 | $687K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.3% | 67,257 | $685K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -8.4% | 67,083 | $683K |
| Harbour Capital Advisors, LLC | 0.15% | Reduce -9.1% | 65,507 | $668K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.5% | 65,309 | $665K |
| Balyasny Asset Management L.P. | 0.00% | Add +359.6% | 64,239 | $654K |
| Engineers Gate Manager LP | 0.01% | Add +103.0% | 64,074 | $652K |
| Choreo, LLC | 0.01% | Add +40.2% | 62,951 | $642K |
| Atlas Capital Advisors Inc. | 0.10% | Reduce -8.6% | 62,332 | $635K |
| Ballast Advisors LLC | 0.19% | No change | 61,790 | $629K |
| New York State Common Retirement Fund | 0.00% | Reduce -44.3% | 61,638 | $627K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +1.4% | 61,405 | $625K |
| Benjamin Edwards Inc. | 0.01% | New | 60,706 | $618K |
| Headlands Technologies LLC | 0.07% | Add +277.4% | 60,338 | $614K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.23% | Add +30.4% | 60,174 | $613K |
| Marex Group Ltd | 0.01% | Add +98.3% | 60,174 | $613K |
| Anthracite Investment Company, Inc. | 0.29% | No change | 59,942 | $610K |
| Moors & Cabot, Inc. | 0.03% | Reduce -10.8% | 59,750 | $608K |
| Ballentine Partners, LLC | 0.01% | Add +6.2% | 59,700 | $608K |
| HRT Financial LP | 0.00% | Add +30.0% | 59,562 | $606K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -4.3% | 62,934 | $605K |
| Callan Capital, LLC | 0.04% | Add +44.5% | 58,934 | $600K |
| Walleye Capital LLC | 0.01% | Add +44.8% | 58,152 | $592K |
| Fox Run Management, L.L.C. | 0.12% | New | 55,051 | $560K |
| Russell Investments Group, Ltd. | 0.00% | Add +36.5% | 54,139 | $551K |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.5% | 53,964 | $549K |
| West Family Investments, Inc. | 0.18% | Add +7.5% | 51,739 | $527K |
| Franklin Resources Inc. | 0.00% | Add +1.9% | 49,208 | $526K |
| Advisors Asset Management, Inc. | 0.01% | Add +14.9% | 51,247 | $522K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -10.3% | 48,491 | $494K |
| Blair William & Co. | 0.00% | Reduce -4.0% | 48,390 | $493K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.8% | 48,303 | $492K |
| Hunter Perkins Capital Management, LLC | 0.10% | Reduce -8.7% | 47,650 | $485K |
| Capital Fund Management S.A. | 0.01% | New | 47,468 | $483K |
| Silver Oak Securities, Incorporated | 0.05% | New | 47,683 | $483K |
| Personal Cfo Solutions, LLC | 0.07% | Add +2.2% | 47,382 | $482K |
| RNC Capital Management LLC | 0.03% | No change | 44,440 | $480K |
| Assetmark, Inc. | 0.00% | Add +9.5% | 46,058 | $469K |
| Louisbourg Investments Inc. | 0.12% | No change | 45,310 | $461K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 45,070 | $459K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | No change | 44,845 | $457K |
| Successful Portfolios LLC | 0.31% | Add +0.0% | 44,475 | $453K |
| apricus wealth, LLC | 0.30% | No change | 44,475 | $453K |
| Financial Counselors Inc. | 0.01% | Add +10.9% | 44,195 | $450K |
| Parallel Advisors, LLC | 0.01% | Add +14.4% | 43,939 | $447K |
| Glenmede Trust Co. NA | 0.00% | Reduce -2.6% | 42,903 | $437K |
| Five Oceans Advisors | 0.20% | Reduce -13.7% | 41,621 | $424K |
| Sage Rhino Capital LLC | 0.09% | Reduce -0.6% | 40,919 | $417K |
| &partners | 0.01% | Add +38.7% | 38,809 | $395K |
| Summit Trail Advisors, LLC | 0.01% | Add +33.8% | 38,689 | $394K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +566.2% | 38,313 | $390K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.2% | 38,311 | $390K |
| Traveka Wealth, LLC | 0.20% | Add +1.2% | 38,231 | $389K |
| Marshall Wace, LLP | 0.00% | New | 38,218 | $389K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.8% | 37,211 | $379K |
| Prudential Financial Inc. | 0.00% | Reduce -20.5% | 36,215 | $369K |
| Angeles Investment Advisors, LLC | 0.02% | No change | 36,072 | $367K |
| State Street Corp. | 0.00% | No change | 35,530 | $362K |
| Gallacher Capital Management LLC | 0.16% | Reduce -1.5% | 34,198 | $348K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -2.8% | 32,736 | $344K |
| Cetera Trust Company, N.A | 0.21% | No change | 33,595 | $342K |
| First Trust Advisors LP | 0.00% | New | 33,259 | $339K |
| Procyon Advisors, LLC | 0.02% | No change | 33,215 | $338K |
| Linden Thomas Advisory Services, LLC | 0.05% | Add +25.5% | 32,458 | $330K |
| Claro Advisors Inc. | 0.04% | Add +0.5% | 31,272 | $318K |
| Two Sigma Securities, LLC | 0.02% | New | 31,094 | $317K |
| Shilanski & Associates, Inc. | 0.10% | Reduce -3.5% | 31,017 | $316K |
| Raymond James Trust N.A. | 0.01% | Reduce -30.6% | 30,896 | $315K |
| Seeds Investor LLC | 0.12% | Add +14.5% | 30,828 | $314K |
| Mission Wealth Management, LP | 0.01% | Add +9.8% | 30,291 | $308K |
| Portside Wealth Group, LLC | 0.05% | Add +1.2% | 30,093 | $306K |
| Wealth Alliance, LLC | 0.04% | New | 29,963 | $305K |
| Everpar Advisors LLC | 0.16% | Reduce -16.1% | 29,842 | $304K |
| Lindbrook Capital, LLC | 0.03% | Reduce -9.2% | 29,766 | $303K |
| Clarius Group, LLC | 0.02% | Reduce -7.5% | 29,313 | $298K |
| Coldstream Capital Management Inc. | 0.01% | Add +18.6% | 29,189 | $297K |
| Wedmont Private Capital | 0.02% | Add +9.0% | 28,094 | $291K |
| Optas, LLC | 0.07% | Add +0.8% | 28,536 | $290K |
| GAMMA Investing LLC | 0.03% | Add +15.8% | 28,269 | $288K |
| Denali Advisors LLC | 0.03% | New | 27,909 | $284K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -26.2% | 26,537 | $281K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.3% | 26,934 | $274K |
| Transamerica Financial Advisors, LLC | 0.03% | Reduce -8.4% | 26,699 | $272K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -2.7% | 26,558 | $270K |
| Smartleaf Asset Management LLC | 0.03% | Add +78.1% | 26,548 | $269K |
| Keel Point, LLC | 0.02% | Reduce -0.5% | 26,215 | $267K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -0.4% | 26,146 | $266K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -3.1% | 26,044 | $265K |
| Bleakley Financial Group, LLC | 0.01% | Add +11.8% | 25,613 | $261K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.3% | 24,940 | $254K |
| Norden Group LLC | 0.03% | Add +54.4% | 24,856 | $253K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -15.2% | 24,471 | $249K |
| PDS Planning, Inc | 0.02% | Reduce -1.5% | 24,347 | $248K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -21.3% | 24,138 | $246K |
| Cromwell Holdings LLC | 0.16% | No change | 24,134 | $246K |
| Lido Advisors, LLC | 0.00% | Add +5.7% | 23,463 | $239K |
| FFT Wealth Management LLC | 0.02% | No change | 23,058 | $235K |
| Wrapmanager Inc. | 0.06% | Reduce -16.8% | 22,315 | $227K |
| Lanark Financial, Inc. | 0.02% | Reduce -2.1% | 22,005 | $224K |
| Trust Point Inc. | 0.02% | Add +4.2% | 21,912 | $223K |
| Windward Capital Management Co. | 0.02% | Reduce -1.2% | 21,866 | $223K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -19.7% | 21,730 | $221K |
| Hardy Reed LLC | 0.02% | Reduce -1.1% | 20,800 | $212K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -42.9% | 20,539 | $209K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 20,535 | $209K |
| Abel Hall, LLC | 0.14% | Add +4.9% | 20,388 | $208K |
| Aveo Capital Partners, LLC | 0.02% | No change | 20,154 | $205K |
| Aprio Wealth Management, LLC | 0.03% | Add +2.0% | 20,069 | $204K |
| Legacy Financial Advisors, Inc. | 0.03% | Add +7.3% | 20,000 | $204K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.7% | 19,975 | $203K |
| VanderPol Investments L.L.C. | 0.45% | Add +3.2% | 19,831 | $202K |
| Ieq Capital, LLC | 0.00% | Add +12.4% | 19,491 | $198K |
| Old National Bancorp | 0.00% | Reduce -12.0% | 18,886 | $192K |
| Barometer Capital Management Inc. | 0.06% | No change | 18,800 | $191K |
| Cozad Asset Management Inc. | 0.02% | Reduce -27.9% | 18,678 | $190K |
| HighPoint Advisor Group LLC | 0.01% | Add +5.7% | 17,636 | $188K |
| First Affirmative Financial Network | 0.10% | Reduce -5.5% | 18,388 | $187K |
| Catalina Capital Group, LLC | 0.06% | Add +1.6% | 18,252 | $186K |
| Modera Wealth Management, LLC | 0.00% | New | 18,102 | $184K |
| LRI Investments, LLC | 0.02% | No change | 15,156 | $183K |
| Verus Capital Partners, LLC | 0.02% | Reduce -17.4% | 17,500 | $178K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -0.3% | 17,310 | $177K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -30.1% | 20,240 | $174K |
| Hilltop Holdings Inc. | 0.01% | Add +42.3% | 17,019 | $173K |
| Commerce Bank | 0.00% | Reduce -21.6% | 16,600 | $169K |
| Keybank National Association | 0.00% | Add +59.0% | 16,467 | $168K |
| Manchester Capital Management LLC | 0.02% | No change | 16,442 | $167K |
| Allworth Financial LP | 0.00% | Add +46.2% | 16,148 | $164K |
| Flputnam Investment Management Co. | 0.00% | Reduce -1.9% | 16,062 | $164K |
| Dynamic Advisor Solutions LLC | 0.00% | Add +2.0% | 15,770 | $161K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +47.3% | 15,741 | $160K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.7% | 15,508 | $158K |
| Huntington National Bank | 0.00% | Add +13.3% | 15,104 | $154K |
| Xponance LLC | 0.00% | Add +9.4% | 14,972 | $152K |
| Sapient Capital LLC | 0.00% | No change | 14,800 | $151K |
| Henry James International Management Inc. | 0.05% | No change | 14,651 | $149K |
| EntryPoint Capital, LLC | 0.08% | Add +285.8% | 14,593 | $149K |
| Seven Mile Advisory | 0.10% | Add +2.6% | 14,318 | $146K |
| SYM FINANCIAL Corp | 0.02% | Add +41.2% | 14,275 | $145K |
| Cottonwood Capital Advisors, LLC | 0.10% | No change | 13,894 | $141K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.7% | 13,781 | $140K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.8% | 13,714 | $140K |
| Kathmere Capital Management, LLC | 0.01% | Add +17.0% | 13,607 | $139K |
| Brown Advisory Inc. | 0.00% | Reduce -49.9% | 13,435 | $137K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -2.0% | 13,338 | $136K |
| Simon Quick Advisors, LLC | 0.01% | Add +16.6% | 13,189 | $134K |
| Snowden Capital Advisors LLC | 0.00% | Reduce -0.7% | 13,132 | $134K |
| Canopy Partners, LLC | 0.06% | Add +4.7% | 13,053 | $133K |
| Sage Mountain Advisors LLC | 0.01% | Add +0.9% | 13,031 | $133K |
| NewEdge Wealth, LLC | 0.00% | Add +25.9% | 12,960 | $132K |
| Wallace Advisory Group, LLC | 0.10% | No change | 12,168 | $131K |
| Obsidian Cio, LLC | 0.03% | No change | 12,806 | $130K |
| Jones Financial Companies LLLP | 0.00% | Add +160.6% | 12,640 | $128K |
| 9258 Wealth Management, LLC | 0.02% | Reduce -27.6% | 12,385 | $126K |
| Sunpointe, LLC | 0.10% | No change | 12,204 | $124K |
| Adero Partners, LLC | 0.01% | Add +13.5% | 12,172 | $124K |
| Moody National Bank Trust Division | 0.01% | New | 12,005 | $122K |
| Calydon Capital | 0.02% | No change | 11,193 | $121K |
| Brighton Jones LLC | 0.00% | Add +5.0% | 11,746 | $120K |
| Waldron Private Wealth LLC | 0.01% | Add +9.0% | 11,742 | $120K |
| Florida Trust Wealth Management Co | 0.00% | No change | 11,681 | $119K |
| Independent Solutions Wealth Management, LLC | 0.03% | No change | 11,633 | $118K |
| Mgo One Seven LLC | 0.01% | Reduce -62.0% | 11,347 | $116K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -4.6% | 10,952 | $111K |
| Walleye Trading LLC | 0.00% | Reduce -54.3% | 10,946 | $111K |
| Alliance Wealth Advisors, LLC | 0.03% | Add +7.3% | 10,782 | $110K |
| Burns Matteson Capital Management, LLC | 0.06% | Reduce -16.2% | 10,763 | $110K |
| Blue Barn Wealth, LLC | 0.05% | Add +0.0% | 10,444 | $106K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -23.2% | 10,176 | $104K |
| Certuity, LLC | 0.01% | Add +0.9% | 10,097 | $103K |
| Olympiad Research LP | 0.07% | No change | 10,036 | $102K |
| Prelude Capital Management, LLC | 0.01% | No change | 10,036 | $102K |
| Foster Group, Inc. | 0.00% | No change | 10,002 | $102K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 10,000 | $102K |
| Eagle Bay Advisors LLC | 0.04% | Reduce -2.2% | 9,236 | $94K |
| AXA S.A. | 0.00% | Reduce -20.2% | 8,940 | $91K |
| Simplex Trading, LLC | 0.00% | Add +88.4% | 8,962 | $91K |
| GeoWealth Management, LLC | 0.00% | New | 8,467 | $86K |
| Clearstead Advisors, LLC | 0.00% | No change | 8,281 | $84K |
| CIBC Private Wealth Group LLC | 0.00% | Add +32.8% | 7,864 | $80K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +13.7% | 7,590 | $77K |
| Hexagon Capital Partners LLC | 0.01% | Add +10.9% | 7,041 | $72K |
| Rothschild Investment LLC | 0.00% | Add +9.1% | 6,882 | $70K |
| Principal Securities, Inc. | 0.00% | Add +12.7% | 6,836 | $70K |
| PEAK6 Investments LLC | 0.00% | Add +24.6% | 6,207 | $63K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 5,393 | $55K |
| Venturi Wealth Management, LLC | 0.00% | Add +72.8% | 5,292 | $54K |
| IFP Advisors, Inc | 0.00% | Add +13.3% | 5,249 | $53K |
| Global Retirement Partners, LLC | 0.00% | Add +3.6% | 5,115 | $52K |
| Addison Advisors LLC | 0.01% | Add +5.6% | 4,866 | $50K |
| Deutsche Bank AG | 0.00% | No change | 4,592 | $47K |
| AdvisorNet Financial, Inc | 0.00% | No change | 4,290 | $44K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -12.1% | 3,949 | $40K |
| TD Private Client Wealth LLC | 0.00% | Reduce -15.5% | 3,933 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,777 | $38K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.7% | 3,483 | $35K |
| Boyd Watterson Asset Management LLC | 0.01% | Reduce -2.1% | 2,777 | $28K |
| Financial Management Professionals, Inc. | 0.00% | No change | 2,779 | $28K |
| Capital Analysts, LLC | 0.00% | New | 2,634 | $27K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 2,617 | $27K |
| Redmont Wealth Advisors LLC | 0.03% | No change | 2,173 | $22K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 1,821 | $18K |
| Laurel Wealth Advisors LLC | 0.00% | New | 1,666 | $17K |
| Grove Bank & Trust | 0.00% | New | 1,561 | $16K |
| Ashton Thomas Securities, LLC | 0.00% | New | 1,455 | $15K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -33.5% | 1,389 | $14K |
| Cwm, LLC | 0.00% | Reduce -4.0% | 1,333 | $14K |
| Key Financial Inc | 0.00% | No change | 1,300 | $13K |
| Oakworth Capital, Inc. | 0.00% | New | 1,253 | $13K |
| Reston Wealth Management LLC | 0.00% | New | 1,224 | $12K |
| Mather Group, Llc. | 0.00% | Add +123.9% | 1,207 | $12K |
| Asset Dedication, LLC | 0.00% | New | 1,205 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | Add +91.7% | 1,158 | $12K |
| Fortitude Family Office, LLC | 0.00% | No change | 1,093 | $11K |
| Macquarie Group Ltd. | 0.00% | Reduce -38.1% | 1,097 | $11K |
| Avior Wealth Management, LLC | 0.00% | Reduce -4.6% | 1,019 | $10K |
| Montag A & Associates Inc. | 0.00% | No change | 1,005 | $10K |
| West Oak Capital, LLC | 0.01% | No change | 1,000 | $10K |
| FSA Wealth Management LLC | 0.00% | — | 1,000 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,000 | $10K |
| Park Place Capital Corp | 0.00% | Reduce -34.2% | 834 | $8K |
| Bangor Savings Bank | 0.00% | New | 812 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 787 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 749 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 718 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 717 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +35.6% | 671 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 658 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 650 | $7K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 611 | $6K |
| Highline Wealth Partners LLC | 0.00% | Add +21.0% | 594 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 508 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 540 | $5K |
| CNB Bank | 0.00% | No change | 535 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | — | 484 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 471 | $5K |
| Global Financial Private Client, LLC | 0.00% | New | 470 | $5K |
| HighMark Wealth Management LLC | 0.00% | Add +58.1% | 457 | $5K |
| Harbour Investments, Inc. | 0.00% | Add +3.0% | 454 | $5K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 448 | $5K |
| Continuum Advisory, LLC | 0.00% | Add +15.3% | 369 | $4K |
| Zions Bancorporation, N.A. | 0.00% | No change | 415 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.8% | 400 | $4K |
| MV Capital Management, Inc. | 0.00% | New | 384 | $4K |
| DecisionPoint Financial, LLC | 0.00% | No change | 372 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -41.6% | 345 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 345 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 343 | $3K |
| Clean Yield Group | 0.00% | New | 339 | $3K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 327 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 304 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 239 | $2K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -91.1% | 34,054 | $2K |
| Beacon Capital Management, LLC | 0.00% | New | 210 | $2K |
| Motco | 0.00% | No change | 192 | $2K |
| Mendota Financial Group, LLC | 0.00% | Add +22.7% | 189 | $2K |
| Granite FO LLC | 0.00% | New | 186 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 185 | $2K |
| WR Wealth Planners, LLC | 0.00% | Reduce -39.0% | 169 | $2K |
| ClariVest Asset Management LLC | 0.00% | No change | 150 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 148 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 147 | $1K |
| CENTRAL TRUST Co | 0.00% | New | 145 | $1K |
| UMB Bank, n.a. | 0.00% | New | 125 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -21.3% | 122 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 109 | $1K |
| Avion Wealth | 0.00% | No change | 169 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | — | 47 | $478 |
"% 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.