Mitsubishi Ufj Finl-Spon ADRMUFG
13F holders, Q4 2024 (December 31)437holders +19
48new positions
37sold out
7famous investors
$11.72avg. 13F price*
At the end of Q4 2024, 437 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings, up 19 from Q3 2024. 48 opened new positions and 37 sold out. The largest holders were Aristotle Capital Management, LLC ($740.1M), Bank of America Corp. ($230.9M) and Goldman Sachs Group Inc. ($144.9M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $24.1M |
| Exits | 37 | $30.0M |
All 13F filers, Q3 2024 → Q4 2024: 16,655,012 shares bought and 9,364,740 shares sold, net +7,290,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 437 holders
| Aristotle Capital Management, LLC | 1.43% | Reduce -1.9% | 63,144,211 | $740.1M |
| Bank of America Corp. | 0.02% | Reduce -3.5% | 19,700,795 | $230.9M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -4.5% | 12,363,749 | $144.9M |
| Northern Trust Corp. | 0.02% | Add +46.5% | 10,522,079 | $123.3M |
| Natixis Advisors, LLC | 0.22% | Add +5.4% | 9,850,891 | $115.5M |
| Fisher Asset Management | 0.04% | Reduce -0.1% | 7,848,706 | $92.0M |
| BlackRock, Inc. | 0.00% | Add +4.9% | 7,386,139 | $86.6M |
| Morgan Stanley | 0.01% | Reduce -1.1% | 7,283,895 | $85.4M |
| Royal Bank of Canada | 0.02% | Add +40.4% | 6,021,271 | $70.6M |
| Chevy Chase Trust Holdings, LLC | 0.21% | Add +4.2% | 5,950,256 | $69.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.1% | 5,345,025 | $62.6M |
| FMR LLC | 0.00% | Add +7.0% | 5,311,280 | $62.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +7.0% | 4,806,932 | $56.3M |
| Sei Investments Co. | 0.06% | Add +1.6% | 4,092,847 | $48.0M |
| Todd Asset Management LLC | 1.14% | Add +0.6% | 4,069,663 | $47.7M |
| Clearbridge Investments, LLC | 0.04% | Add +325.9% | 3,822,530 | $44.8M |
| Wells Fargo & Company | 0.01% | Add +9.8% | 2,556,797 | $30.0M |
| Teachers Retirement System of the State of Kentucky | 0.26% | Add +7.2% | 2,509,710 | $29.4M |
| Raymond James Financial Inc. | 0.01% | — | 2,495,873 | $29.3M |
| Stifel Financial Corp. | 0.02% | Add +0.0% | 1,956,844 | $22.9M |
| American Century Companies Inc. | 0.01% | Add +5.7% | 1,868,197 | $21.9M |
| UBS Group AG | 0.00% | Add +98.4% | 1,240,024 | $14.5M |
| Brandes Investment Partners, LP | 0.16% | Reduce -1.4% | 1,239,508 | $14.5M |
| Thornburg Investment Management Inc. | 0.19% | Add +9.0% | 1,217,101 | $14.3M |
| Invesco Ltd. | 0.00% | Reduce -26.5% | 1,208,409 | $14.2M |
| Neuberger Berman Group LLC | 0.01% | Add +2.5% | 1,192,889 | $14.0M |
| Bank of New York Mellon Corp | 0.00% | Add +17.7% | 1,090,733 | $12.8M |
| Artemis Investment Management LLP | 0.15% | New | 928,337 | $10.9M |
| Quantinno Capital Management LP | 0.10% | Add +12.0% | 893,252 | $10.5M |
| Crossmark Global Holdings, Inc. | 0.19% | Add +0.9% | 874,187 | $10.2M |
| Edge Capital Group, LLC | 0.46% | Reduce -0.1% | 871,152 | $10.2M |
| Massachusetts Financial Services Co. | 0.00% | Add +5.0% | 837,745 | $9.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +19.6% | 836,827 | $9.8M |
| QRG Capital Management, Inc. | 0.09% | Add +11.8% | 768,195 | $9.0M |
| Creative Planning | 0.01% | Add +25.0% | 759,421 | $8.9M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -1.7% | 748,390 | $8.8M |
| Cibc World Market Inc. | 0.02% | Reduce -0.1% | 731,561 | $8.6M |
| Millennium Management | 0.01% | Add +50.7% | 721,805 | $8.5M |
| Cerity Partners LLC | 0.02% | Reduce -4.2% | 783,997 | $8.4M |
| Federated Hermes, Inc. | 0.02% | Reduce -25.9% | 643,448 | $7.5M |
| Guardian Partners Inc. | 0.72% | — | 585,173 | $7.1M |
| Citigroup Inc. | 0.01% | Add +3.0% | 577,696 | $6.8M |
| Renaissance Technologies | 0.01% | Add +1.4% | 561,631 | $6.6M |
| M&T Bank Corp | 0.02% | Reduce -4.5% | 530,503 | $6.2M |
| Pathstone Holdings, LLC | 0.03% | Add +6.7% | 503,718 | $5.9M |
| Abn Amro Investment Solutions | 0.10% | Reduce -20.6% | 470,500 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Add +1.2% | 445,574 | $5.2M |
| Ramirez Asset Management, Inc. | 1.01% | Add +3.1% | 426,850 | $5.0M |
| First Trust Advisors LP | 0.00% | Add +1134.3% | 410,504 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +5.7% | 399,973 | $4.7M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +13.7% | 392,011 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +54.4% | 389,690 | $4.6M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +54.4% | 389,690 | $4.6M |
| JPMorgan Chase & Co. | 0.00% | Add +50.8% | 389,603 | $4.6M |
| Toronto Dominion Bank | 0.01% | New | 386,100 | $4.5M |
| Boston Common Asset Management, LLC | 0.13% | Reduce -9.6% | 372,409 | $4.4M |
| Eagle Global Advisors LLC | 0.17% | Add +0.5% | 363,134 | $4.3M |
| Moran Wealth Management, LLC | 0.14% | Reduce -2.0% | 362,548 | $4.2M |
| Forum Financial Management, LP | 0.07% | Add +5.7% | 357,561 | $4.2M |
| Augustine Asset Management Inc. | 1.08% | Reduce -2.4% | 350,213 | $4.1M |
| Atria Investments, Inc | 0.05% | Add +10.6% | 339,080 | $4.0M |
| LPL Financial LLC | 0.00% | Add +52.9% | 333,403 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +14.9% | 331,878 | $3.9M |
| US Bancorp \de | 0.01% | Add +23.5% | 330,576 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +6.3% | 298,486 | $3.8M |
| Capital Wealth Planning, LLC | 0.03% | Add +15.0% | 319,363 | $3.7M |
| Dorsey Wright & Associates | 0.88% | Reduce -22.4% | 313,307 | $3.7M |
| Bessemer Group Inc. | 0.01% | Reduce -2.1% | 312,211 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.3% | 305,406 | $3.6M |
| Synovus Financial Corp. | 0.04% | Reduce -0.9% | 298,842 | $3.5M |
| Baron Capital (BAMCO) | 0.01% | No change | 295,681 | $3.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -16.9% | 292,359 | $3.4M |
| Signaturefd, LLC | 0.06% | Add +4.8% | 265,563 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +9.5% | 262,837 | $3.1M |
| Pekin Hardy Strauss, Inc. | 0.39% | Reduce -2.1% | 260,275 | $3.1M |
| Townsquare Capital LLC | 0.03% | Add +56.7% | 250,537 | $2.9M |
| Naviter Wealth, LLC | 0.35% | Reduce -10.4% | 249,806 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +80.0% | 246,690 | $2.9M |
| TD Asset Management Inc | 0.00% | Reduce -18.4% | 240,845 | $2.8M |
| Rhumbline Advisers | 0.00% | Add +0.1% | 233,925 | $2.7M |
| AQR Capital Management | 0.00% | Add +21.3% | 232,979 | $2.7M |
| Mariner, LLC | 0.00% | Reduce -1.2% | 230,504 | $2.7M |
| Legacy Wealth Asset Management, LLC | 0.73% | Reduce -2.5% | 229,407 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +8.4% | 228,642 | $2.7M |
| Ritholtz Wealth Management | 0.08% | Reduce -7.0% | 219,830 | $2.6M |
| Alaethes Wealth, LLC | 0.90% | Add +0.4% | 214,817 | $2.5M |
| Ethic Inc. | 0.05% | Add +2.1% | 212,082 | $2.5M |
| Vise Technologies, Inc. | 0.20% | Add +70.4% | 202,221 | $2.4M |
| Vident Advisory, LLC | 0.04% | Reduce -7.7% | 200,555 | $2.4M |
| Altman Advisors, Inc. | 1.00% | Reduce -1.1% | 200,524 | $2.4M |
| Exencial Wealth Advisors, LLC | 0.09% | Add +1.4% | 196,987 | $2.3M |
| Yousif Capital Management, LLC | 0.02% | No change | 188,032 | $2.2M |
| Qtron Investments LLC | 0.29% | Add +3.8% | 179,123 | $2.1M |
| Madison Asset Management, LLC | 0.02% | Add +1.1% | 173,804 | $2.0M |
| Madison Investment Advisors, LLC | 0.02% | — | 173,804 | $2.0M |
| Whittier Trust Co. | 0.02% | Add +50.5% | 154,941 | $1.8M |
| Greenleaf Trust | 0.02% | Add +0.9% | 153,470 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +182.6% | 152,526 | $1.8M |
| Lockheed Martin Investment Management Co. | 0.07% | No change | 150,370 | $1.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.08% | Reduce -11.7% | 146,152 | $1.7M |
| Caprock Group, LLC | 0.05% | Add +5.5% | 136,657 | $1.6M |
| Bailard, Inc. | 0.04% | Add +1.2% | 132,443 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 131,393 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +3.0% | 128,080 | $1.5M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +83.2% | 125,282 | $1.5M |
| Callan Family Office, LLC | 0.09% | New | 122,111 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +46.1% | 120,661 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +5.0% | 120,358 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.4% | 118,119 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.7% | 115,363 | $1.4M |
| Diversify Wealth Management, LLC | 0.10% | Add +25.0% | 112,485 | $1.3M |
| Quadrant Capital Group LLC | 0.09% | Add +1.2% | 112,554 | $1.3M |
| 17 Capital Partners, LLC | 0.83% | No change | 111,683 | $1.3M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 109,720 | $1.3M |
| Calamos Wealth Management LLC | 0.07% | Add +1.4% | 109,298 | $1.3M |
| BTC Capital Management, Inc. | 0.12% | Add +4.0% | 109,221 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.4% | 106,305 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +0.8% | 105,566 | $1.2M |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.64% | Add +74.5% | 105,000 | $1.2M |
| Schechter Investment Advisors, LLC | 0.09% | Reduce -4.6% | 104,884 | $1.2M |
| Bank of Montreal | 0.00% | Add +47.0% | 103,952 | $1.2M |
| Compound Planning, Inc. | 0.06% | Add +9.5% | 102,012 | $1.2M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -3.6% | 101,124 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +19.9% | 99,673 | $1.2M |
| Henshaw Capital LLC | 0.05% | Reduce -15.2% | 96,836 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -91.1% | 96,296 | $1.1M |
| Intrust Bank NA | 0.11% | Add +5.4% | 96,124 | $1.1M |
| Highland Capital Management, LLC | 0.06% | Reduce -2.8% | 95,900 | $1.1M |
| Confluence Investment Management LLC | 0.02% | Add +0.2% | 92,999 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +142.4% | 92,862 | $1.1M |
| Aquatic Capital Management LLC | 0.03% | Reduce -19.6% | 91,933 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +1.7% | 88,754 | $1.0M |
| Evergreen Capital Management LLC | 0.03% | Add +27.8% | 86,215 | $1.0M |
| Aaron Wealth Advisors LLC | 0.12% | Add +10.1% | 85,561 | $1.0M |
| Hancock Whitney Corp. | 0.03% | Add +12.0% | 85,199 | $999K |
| Fifth Third Bancorp | 0.00% | Reduce -27.0% | 84,710 | $993K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +10.1% | 83,516 | $982K |
| Choreo, LLC | 0.01% | Add +21.3% | 76,344 | $896K |
| CW Advisors, LLC | 0.01% | Add +9.8% | 75,047 | $880K |
| Russell Investments Group, Ltd. | 0.00% | Add +36.4% | 73,844 | $865K |
| NewEdge Advisors, LLC | 0.01% | Add +8.3% | 72,872 | $854K |
| Checchi Capital Advisers, LLC | 0.06% | Add +0.6% | 71,618 | $839K |
| HB Wealth Management, LLC | 0.01% | New | 70,173 | $822K |
| Callan Capital, LLC | 0.06% | Add +18.5% | 69,841 | $819K |
| Rehmann Capital Advisory Group | 0.05% | Add +3.9% | 69,679 | $817K |
| Ballentine Partners, LLC | 0.01% | Add +15.2% | 68,755 | $806K |
| AdvisorShares Investments LLC | 0.15% | Reduce -15.0% | 68,234 | $800K |
| Ewa, LLC | 0.29% | Add +0.7% | 66,803 | $783K |
| Private Advisor Group, LLC | 0.00% | Add +1.6% | 66,349 | $778K |
| Harbour Capital Advisors, LLC | 0.17% | Reduce -1.1% | 64,807 | $761K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +5.0% | 64,457 | $755K |
| Ballast Advisors LLC | 0.23% | Add +2.1% | 63,069 | $739K |
| Benjamin Edwards Inc. | 0.01% | Add +3.6% | 62,865 | $737K |
| Tudor Investment Corporation | 0.01% | New | 62,218 | $729K |
| Blue Trust, Inc. | 0.01% | Reduce -51.2% | 61,324 | $719K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -4.7% | 59,965 | $703K |
| Anthracite Investment Company, Inc. | 0.35% | No change | 59,942 | $703K |
| Smartleaf Asset Management LLC | 0.07% | Add +115.5% | 57,204 | $672K |
| Moors & Cabot, Inc. | 0.03% | Reduce -5.3% | 56,600 | $663K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -16.1% | 53,892 | $632K |
| Advisors Asset Management, Inc. | 0.01% | Add +3.3% | 52,922 | $620K |
| Marex Group Ltd | 0.01% | Reduce -12.8% | 52,500 | $615K |
| Franklin Resources Inc. | 0.00% | Add +5.4% | 51,864 | $608K |
| West Family Investments, Inc. | 0.21% | No change | 51,739 | $606K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.9% | 49,706 | $583K |
| Atlas Capital Advisors Inc. | 0.07% | Reduce -21.0% | 49,220 | $577K |
| &partners | 0.01% | Add +27.1% | 49,321 | $575K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.8% | 48,892 | $573K |
| Personal Cfo Solutions, LLC | 0.11% | Add +2.7% | 48,670 | $570K |
| Hunter Perkins Capital Management, LLC | 0.12% | Reduce -0.1% | 47,600 | $558K |
| Wealth Alliance, LLC | 0.07% | Add +56.5% | 46,896 | $550K |
| Blair William & Co. | 0.00% | Reduce -3.2% | 46,859 | $549K |
| Parallel Advisors, LLC | 0.01% | Add +5.7% | 46,460 | $545K |
| Louisbourg Investments Inc. | 0.14% | No change | 45,310 | $531K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 45,070 | $528K |
| Assetmark, Inc. | 0.00% | Reduce -2.5% | 44,914 | $526K |
| Engineers Gate Manager LP | 0.01% | Reduce -30.5% | 44,541 | $522K |
| Five Oceans Advisors | 0.24% | Add +6.9% | 44,498 | $522K |
| Successful Portfolios LLC | 0.35% | Add +0.0% | 44,481 | $521K |
| Financial Counselors Inc. | 0.01% | Add +0.2% | 44,294 | $519K |
| apricus wealth, LLC | 0.34% | Reduce -0.6% | 44,225 | $518K |
| RNC Capital Management LLC | 0.03% | Reduce -4.3% | 42,540 | $499K |
| Portside Wealth Group, LLC | 0.08% | Add +39.7% | 42,039 | $493K |
| Captrust Financial Advisors | 0.00% | Reduce -52.0% | 42,039 | $493K |
| Linden Thomas Advisory Services, LLC | 0.06% | Add +26.1% | 40,934 | $480K |
| Sage Rhino Capital LLC | 0.10% | Reduce -2.3% | 39,992 | $469K |
| Procyon Advisors, LLC | 0.03% | Add +18.8% | 39,459 | $462K |
| Dauntless Investment Group, LLC | 1.94% | — | 39,138 | $459K |
| Traveka Wealth, LLC | 0.25% | Add +0.1% | 38,259 | $448K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -21.7% | 37,339 | $438K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 37,211 | $436K |
| Coldstream Capital Management Inc. | 0.01% | Add +27.3% | 37,162 | $436K |
| GAMMA Investing LLC | 0.04% | Add +28.3% | 36,258 | $425K |
| Norden Group LLC | 0.05% | Add +45.5% | 36,170 | $424K |
| Angeles Investment Advisors, LLC | 0.02% | No change | 36,072 | $423K |
| Marks Group Wealth Management, Inc | 0.04% | New | 36,034 | $422K |
| Mission Wealth Management, LP | 0.01% | Add +18.3% | 35,836 | $420K |
| Te Ahumairangi Investment Management Ltd | 0.09% | Reduce -52.4% | 35,454 | $416K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +120.4% | 34,695 | $407K |
| Gallacher Capital Management LLC | 0.20% | Add +0.4% | 34,325 | $402K |
| State Street Corp. | 0.00% | Reduce -4.3% | 34,020 | $399K |
| Bridgewater Advisors Inc. | 0.04% | Add +2.4% | 33,516 | $396K |
| Cetera Trust Company, N.A | 0.25% | Reduce -2.4% | 32,795 | $384K |
| New York State Common Retirement Fund | 0.00% | Reduce -47.1% | 32,597 | $382K |
| Optas, LLC | 0.08% | Add +14.2% | 32,595 | $382K |
| Kestra Advisory Services, LLC | 0.00% | Add +56.5% | 32,139 | $377K |
| Osaic Holdings, Inc. | 0.00% | Add +27.2% | 31,730 | $372K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +318.0% | 31,728 | $372K |
| Diversify Advisory Services, LLC | 0.02% | Add +17.5% | 31,190 | $368K |
| Claro Advisors Inc. | 0.05% | Reduce -2.1% | 30,623 | $359K |
| Lindbrook Capital, LLC | 0.03% | Add +2.5% | 30,512 | $358K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -32.0% | 30,500 | $357K |
| Everpar Advisors LLC | 0.18% | Add +1.4% | 30,272 | $355K |
| Bleakley Financial Group, LLC | 0.01% | Add +16.6% | 29,851 | $350K |
| Clarius Group, LLC | 0.02% | No change | 29,313 | $344K |
| Pinnacle Associates Ltd. | 0.00% | Add +43.0% | 28,945 | $339K |
| Shilanski & Associates, Inc. | 0.11% | Reduce -7.3% | 28,755 | $337K |
| Wedmont Private Capital | 0.02% | Add +1.6% | 28,532 | $336K |
| Denali Advisors LLC | 0.03% | Add +1.9% | 28,433 | $333K |
| Seeds Investor LLC | 0.09% | Reduce -7.9% | 28,404 | $333K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +5.9% | 27,586 | $323K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 27,170 | $318K |
| Keel Point, LLC | 0.03% | Add +1.9% | 26,724 | $313K |
| Flow Traders U.S. LLC | 0.01% | New | 26,711 | $313K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -0.6% | 25,996 | $305K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.0% | 25,849 | $303K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -3.0% | 25,771 | $302K |
| Henry James International Management Inc. | 0.11% | Add +72.1% | 25,211 | $295K |
| Mgo One Seven LLC | 0.01% | Add +119.2% | 24,876 | $292K |
| Aprio Wealth Management, LLC | 0.04% | Add +23.7% | 24,833 | $291K |
| OneDigital Investment Advisors LLC | 0.00% | Add +140.8% | 24,507 | $287K |
| Knights of Columbus Asset Advisors LLC | 0.02% | No change | 24,471 | $287K |
| PDS Planning, Inc | 0.03% | No change | 24,347 | $285K |
| Cromwell Holdings LLC | 0.16% | No change | 24,134 | $283K |
| Quantum Portfolio Management LLC | 0.15% | New | 24,003 | $281K |
| SVB Wealth LLC | 0.01% | New | 23,827 | $279K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -1.3% | 23,825 | $279K |
| Lido Advisors, LLC | 0.00% | Add +0.7% | 23,636 | $277K |
| Legacy Financial Advisors, Inc. | 0.05% | Add +18.0% | 23,591 | $276K |
| Transamerica Financial Advisors, LLC | 0.03% | Reduce -13.6% | 23,082 | $271K |
| FFT Wealth Management LLC | 0.02% | Reduce -0.1% | 23,037 | $270K |
| Ieq Capital, LLC | 0.00% | Add +16.6% | 22,735 | $266K |
| Wrapmanager Inc. | 0.07% | Add +0.1% | 22,347 | $262K |
| Trust Point Inc. | 0.02% | Add +1.7% | 22,287 | $261K |
| Glenmede Trust Co. NA | 0.00% | Reduce -49.8% | 21,550 | $253K |
| Resonant Capital Advisors, LLC | 0.02% | Add +2.0% | 20,956 | $246K |
| Jones Financial Companies LLLP | 0.00% | Add +65.4% | 20,905 | $245K |
| XY Capital Ltd | 0.27% | New | 20,883 | $245K |
| Hardy Reed LLC | 0.02% | No change | 20,800 | $244K |
| Acadian Asset Management LLC | 0.00% | New | 20,530 | $240K |
| Abel Hall, LLC | 0.15% | Reduce -0.3% | 20,334 | $238K |
| Barclays PLC | 0.00% | Reduce -72.7% | 20,187 | $237K |
| Aveo Capital Partners, LLC | 0.03% | No change | 20,154 | $236K |
| Windward Capital Management Co. | 0.02% | Reduce -8.6% | 19,977 | $234K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.6% | 19,850 | $233K |
| SYM FINANCIAL Corp | 0.03% | Add +39.0% | 19,846 | $233K |
| Old National Bancorp | 0.01% | Add +5.1% | 19,841 | $233K |
| ICONIQ Capital, LLC | 0.00% | New | 19,785 | $232K |
| Catalina Capital Group, LLC | 0.08% | Add +8.2% | 19,748 | $231K |
| Choate Investment Advisors | 0.01% | New | 19,515 | $229K |
| HighPoint Advisor Group LLC | 0.01% | Add +3.3% | 18,220 | $226K |
| VanderPol Investments L.L.C. | 0.49% | Reduce -3.0% | 19,241 | $226K |
| Hilltop Holdings Inc. | 0.01% | Add +11.8% | 19,036 | $223K |
| Keybank National Association | 0.00% | Add +14.4% | 18,836 | $221K |
| First Affirmative Financial Network | 0.12% | Reduce -0.6% | 18,283 | $214K |
| XTX Topco Ltd | 0.02% | Reduce -75.7% | 18,036 | $211K |
| Cozad Asset Management Inc. | 0.02% | Reduce -3.9% | 17,947 | $210K |
| 1832 Asset Management L.P. | 0.00% | New | 17,540 | $206K |
| Verus Capital Partners, LLC | 0.02% | No change | 17,500 | $205K |
| Barometer Capital Management Inc. | 0.08% | No change | 18,800 | $203K |
| Farther Finance Advisors, LLC | 0.01% | Add +25.3% | 17,263 | $202K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +7.7% | 16,700 | $196K |
| Blue Barn Wealth, LLC | 0.10% | Add +59.2% | 16,628 | $195K |
| Commerce Bank | 0.00% | No change | 16,600 | $195K |
| SG Americas Securities, LLC | 0.00% | New | 16,558 | $194K |
| Manchester Capital Management LLC | 0.02% | No change | 16,442 | $193K |
| Flputnam Investment Management Co. | 0.00% | Add +1.7% | 16,332 | $191K |
| Cottonwood Capital Advisors, LLC | 0.14% | Add +16.1% | 16,127 | $189K |
| Allworth Financial LP | 0.00% | Reduce -3.5% | 15,584 | $189K |
| Adero Partners, LLC | 0.01% | Add +31.8% | 16,045 | $188K |
| Kathmere Capital Management, LLC | 0.02% | Add +17.0% | 15,923 | $187K |
| Cresset Asset Management, LLC | 0.00% | Reduce -91.2% | 15,856 | $186K |
| Xponance LLC | 0.00% | Add +5.2% | 15,757 | $185K |
| EntryPoint Capital, LLC | 0.08% | Add +6.9% | 15,595 | $183K |
| Sapient Capital LLC | 0.00% | Add +3.2% | 15,273 | $179K |
| Simon Quick Advisors, LLC | 0.01% | Add +15.3% | 15,205 | $178K |
| LRI Investments, LLC | 0.02% | No change | 15,156 | $178K |
| Snowden Capital Advisors LLC | 0.01% | Add +15.2% | 15,122 | $177K |
| Certuity, LLC | 0.02% | Add +48.3% | 14,972 | $175K |
| One Wealth Capital Management, LLC | 0.09% | — | 14,868 | $174K |
| Seven Mile Advisory | 0.11% | Add +3.0% | 14,744 | $173K |
| Focus Partners Wealth | 0.00% | New | 13,901 | $163K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +26.6% | 13,867 | $163K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.3% | 13,667 | $160K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +2.2% | 13,626 | $160K |
| HBK Sorce Advisory LLC | 0.00% | New | 13,245 | $155K |
| Canopy Partners, LLC | 0.06% | Add +0.6% | 13,125 | $154K |
| Kingsview Wealth Management, LLC | 0.00% | New | 13,045 | $153K |
| Waverly Advisors, LLC | 0.00% | New | 12,932 | $152K |
| Obsidian Cio, LLC | 0.03% | No change | 12,806 | $150K |
| Icon Wealth Advisors, LLC | 0.01% | New | 12,599 | $148K |
| Alliance Wealth Advisors, LLC | 0.04% | Add +14.0% | 12,292 | $144K |
| Sunpointe, LLC | 0.07% | No change | 12,204 | $143K |
| Riversedge Advisors, LLC | 0.03% | New | 12,065 | $141K |
| AXA S.A. | 0.00% | Add +34.6% | 12,032 | $141K |
| Moody National Bank Trust Division | 0.01% | Reduce -0.0% | 12,000 | $141K |
| Huntington National Bank | 0.00% | Reduce -20.8% | 11,966 | $140K |
| Brighton Jones LLC | 0.00% | Add +1.6% | 11,928 | $140K |
| Waldron Private Wealth LLC | 0.01% | No change | 11,742 | $138K |
| Florida Trust Wealth Management Co | 0.00% | No change | 11,681 | $137K |
| Premier Path Wealth Partners, LLC | 0.02% | New | 11,675 | $137K |
| Independent Solutions Wealth Management, LLC | 0.03% | No change | 11,633 | $136K |
| Calydon Capital | 0.03% | No change | 11,193 | $131K |
| Walleye Trading LLC | 0.00% | No change | 10,946 | $128K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -17.6% | 10,742 | $126K |
| Foster Group, Inc. | 0.00% | Add +6.5% | 10,657 | $125K |
| Principal Securities, Inc. | 0.00% | Add +55.8% | 10,652 | $125K |
| Burns Matteson Capital Management, LLC | 0.07% | Reduce -1.2% | 10,630 | $125K |
| May Hill Capital, LLC | 0.05% | — | 10,297 | $121K |
| Marcum Wealth, LLC | 0.01% | New | 10,122 | $119K |
| Wallace Advisory Group, LLC | 0.08% | Reduce -4.3% | 11,640 | $118K |
| Eagle Bay Advisors LLC | 0.07% | Add +9.3% | 10,094 | $118K |
| Veracity Capital LLC | 0.04% | New | 10,070 | $118K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 10,000 | $117K |
| Golden State Wealth Management, LLC | 0.02% | — | 9,454 | $111K |
| GeoWealth Management, LLC | 0.00% | Add +7.8% | 9,125 | $107K |
| Cary Street Partners Financial LLC | 0.00% | — | 8,377 | $98K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 7,864 | $95K |
| Hexagon Capital Partners LLC | 0.02% | Add +1.0% | 7,109 | $83K |
| Rothschild Investment LLC | 0.01% | Add +2.8% | 7,072 | $83K |
| Addison Advisors LLC | 0.02% | Add +26.0% | 6,129 | $72K |
| Versant Capital Management, Inc | 0.02% | New | 6,040 | $71K |
| Headlands Technologies LLC | 0.01% | Reduce -90.6% | 5,691 | $67K |
| Venturi Wealth Management, LLC | 0.00% | Add +7.5% | 5,688 | $67K |
| Sierra Ocean, LLC | 0.05% | — | 5,254 | $62K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -5.0% | 5,122 | $60K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +33.9% | 5,056 | $59K |
| Deutsche Bank AG | 0.00% | No change | 4,592 | $54K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.6% | 4,060 | $48K |
| Parkside Financial Bank & Trust | 0.01% | No change | 3,949 | $46K |
| TD Private Client Wealth LLC | 0.00% | No change | 3,933 | $46K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.3% | 3,563 | $42K |
| IFP Advisors, Inc | 0.00% | Reduce -45.3% | 2,869 | $34K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 2,777 | $33K |
| Rise Advisors, LLC | 0.01% | Add +1.1% | 2,645 | $31K |
| Capital Analysts, LLC | 0.00% | No change | 2,634 | $31K |
| Whipplewood Advisors, LLC | 0.02% | — | 2,474 | $29K |
| Simplex Trading, LLC | 0.00% | Reduce -72.8% | 2,433 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +122.0% | 2,220 | $26K |
| Private Trust Co. NA | 0.00% | New | 1,869 | $22K |
| Lee Danner & Bass Inc. | 0.00% | New | 1,854 | $22K |
| Key Financial Inc | 0.00% | Add +40.9% | 1,832 | $21K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 1,820 | $21K |
| Group One Trading LLC | 0.00% | New | 1,783 | $21K |
| Horizon Investments, LLC | 0.00% | New | 1,691 | $20K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 1,666 | $20K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 1,821 | $19K |
| Brooklyn Investment Group | 0.01% | New | 1,583 | $19K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -45.9% | 1,503 | $18K |
| Dunhill Financial, LLC | 0.01% | Add +100.0% | 1,434 | $17K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,387 | $16K |
| Cwm, LLC | 0.00% | Add +4.9% | 1,398 | $16K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,253 | $15K |
| Mather Group, Llc. | 0.00% | No change | 1,207 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 1,205 | $14K |
| Human Investing LLC | 0.00% | New | 1,200 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 1,158 | $14K |
| Grove Bank & Trust | 0.00% | Reduce -26.6% | 1,146 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -73.5% | 1,139 | $13K |
| Fortitude Family Office, LLC | 0.00% | No change | 1,093 | $13K |
| MAI Capital Management | 0.00% | New | 1,061 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 1,046 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Add +46.0% | 980 | $12K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,019 | $12K |
| Montag A & Associates Inc. | 0.00% | No change | 1,005 | $12K |
| FSA Wealth Management LLC | 0.00% | No change | 1,000 | $12K |
| West Oak Capital, LLC | 0.01% | No change | 1,000 | $12K |
| Macquarie Group Ltd. | 0.00% | Reduce -13.3% | 951 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 787 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 749 | $9K |
| CoreCap Advisors, LLC | 0.00% | Add +404.1% | 746 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 718 | $8K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +7.3% | 706 | $8K |
| Highline Wealth Partners LLC | 0.00% | Add +14.5% | 680 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 650 | $8K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 611 | $7K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 578 | $7K |
| Transce3nd, LLC | 0.00% | — | 571 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 540 | $6K |
| CNB Bank | 0.00% | No change | 535 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.7% | 510 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 508 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +8.6% | 493 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 484 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 471 | $6K |
| Global Financial Private Client, LLC | 0.00% | No change | 470 | $6K |
| HighMark Wealth Management LLC | 0.00% | Add +0.4% | 459 | $5K |
| Park Place Capital Corp | 0.00% | Reduce -45.8% | 452 | $5K |
| Bangor Savings Bank | 0.00% | Reduce -47.2% | 429 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.3% | 405 | $5K |
| WPG Advisers, LLC | 0.00% | — | 422 | $5K |
| DecisionPoint Financial, LLC | 0.00% | No change | 372 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 369 | $4K |
| NewSquare Capital LLC | 0.00% | New | 356 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 343 | $4K |
| Clean Yield Group | 0.00% | No change | 339 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 327 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 304 | $4K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -27.0% | 303 | $4K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 297 | $3K |
| CENTRAL TRUST Co | 0.00% | Add +104.8% | 297 | $3K |
| Spire Wealth Management | 0.00% | New | 295 | $3K |
| Kestra Investment Management, LLC | 0.00% | New | 282 | $3K |
| Sandy Spring Bank | 0.00% | New | 263 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.3% | 242 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 225 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 210 | $2K |
| Conquis Financial LLC | 0.00% | — | 207 | $2K |
| Granite FO LLC | 0.00% | No change | 186 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 185 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | — | 171 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 169 | $2K |
| DT Investment Partners, LLC | 0.00% | New | 158 | $2K |
| Mendota Financial Group, LLC | 0.00% | Reduce -22.2% | 147 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 147 | $2K |
| Decker Retirement Planning Inc. | 0.00% | — | 145 | $2K |
| TD Capital Management LLC | 0.00% | New | 136 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 122 | $1K |
| Albion Financial Group | 0.00% | New | 112 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 109 | $1K |
| Avion Wealth | 0.00% | No change | 169 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -99.1% | 74 | $868 |
| Financial Gravity Companies, Inc. | 0.00% | No change | 47 | $551 |
| High Note Wealth, LLC | 0.00% | New | 45 | $527 |
| Lanark Financial, Inc. | 0.02% | — | 22 | $261 |
| Sachetta, LLC | 0.00% | New | 5 | $55 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $6 |
"% 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.