Mitsubishi Ufj Finl-Spon ADRMUFG
13F holders, Q1 2025 (March 31)453holders +16
59new positions
38sold out
6famous investors
$13.63avg. 13F price*
At the end of Q1 2025, 453 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings, up 16 from Q4 2024. 59 opened new positions and 38 sold out. The largest holders were Fisher Asset Management ($1.0B), Aristotle Capital Management, LLC ($825.6M) and Bank of America Corp. ($267.8M). 6 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Mitsubishi Ufj Finl-Spon ADR
- CUSIP
- 606822104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $56.1M |
| Exits | 38 | $10.0M |
All 13F filers, Q4 2024 → Q1 2025: 85,331,963 shares bought and 9,041,022 shares sold, net +76,290,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 453 holders
| Fisher Asset Management | 0.45% | Add +871.3% | 76,237,791 | $1.0B |
| Aristotle Capital Management, LLC | 1.64% | Reduce -4.1% | 60,571,452 | $825.6M |
| Bank of America Corp. | 0.02% | Reduce -0.3% | 19,646,390 | $267.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +2.3% | 12,652,332 | $172.5M |
| Northern Trust Corp. | 0.02% | Add +8.4% | 11,407,268 | $155.5M |
| Natixis Advisors, LLC | 0.27% | Add +9.2% | 10,756,565 | $146.6M |
| BlackRock, Inc. | 0.00% | Add +5.9% | 7,823,168 | $106.6M |
| Morgan Stanley | 0.01% | Reduce -0.7% | 7,231,258 | $98.6M |
| Chevy Chase Trust Holdings, LLC | 0.27% | Add +4.2% | 6,197,764 | $84.5M |
| Royal Bank of Canada | 0.02% | Reduce -0.7% | 5,980,392 | $81.5M |
| FMR LLC | 0.01% | Add +7.1% | 5,687,529 | $77.5M |
| Clearbridge Investments, LLC | 0.07% | Add +46.4% | 5,595,525 | $76.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.3% | 4,820,099 | $65.7M |
| Todd Asset Management LLC | 1.30% | Reduce -0.8% | 4,038,105 | $55.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -25.3% | 3,993,269 | $54.4M |
| Sei Investments Co. | 0.07% | Reduce -3.7% | 3,940,356 | $53.7M |
| Wells Fargo & Company | 0.01% | Add +14.8% | 2,933,940 | $40.0M |
| Raymond James Financial Inc. | 0.01% | Add +11.3% | 2,778,517 | $37.9M |
| Artemis Investment Management LLP | 0.53% | Add +175.6% | 2,558,102 | $34.9M |
| Teachers Retirement System of the State of Kentucky | 0.31% | No change | 2,509,710 | $34.2M |
| American Century Companies Inc. | 0.02% | Add +3.9% | 1,941,474 | $26.5M |
| Stifel Financial Corp. | 0.03% | Reduce -3.6% | 1,886,203 | $25.7M |
| UBS Group AG | 0.00% | Add +32.1% | 1,638,313 | $22.3M |
| Neuberger Berman Group LLC | 0.01% | Add +1.4% | 1,209,682 | $16.8M |
| Quantinno Capital Management LP | 0.10% | Add +21.7% | 1,087,086 | $14.8M |
| Massachusetts Financial Services Co. | 0.00% | Add +27.6% | 1,068,575 | $14.6M |
| Thornburg Investment Management Inc. | 0.20% | Reduce -13.3% | 1,055,372 | $14.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.4% | 1,032,313 | $14.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +23.3% | 1,032,054 | $14.1M |
| Invesco Ltd. | 0.00% | Reduce -19.1% | 977,144 | $13.3M |
| Creative Planning | 0.01% | Add +24.1% | 942,646 | $12.8M |
| National Bank of Canada | 0.01% | New | 919,846 | $12.5M |
| Crossmark Global Holdings, Inc. | 0.21% | Add +0.1% | 875,145 | $11.9M |
| Brandes Investment Partners, LP | 0.12% | Reduce -30.2% | 865,486 | $11.8M |
| QRG Capital Management, Inc. | 0.11% | Add +4.8% | 804,925 | $11.0M |
| Cerity Partners LLC | 0.02% | Reduce -1.1% | 775,554 | $10.6M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +0.9% | 754,820 | $10.3M |
| 1832 Asset Management L.P. | 0.02% | Add +3965.4% | 713,069 | $9.7M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +30337.9% | 675,722 | $9.2M |
| Federated Hermes, Inc. | 0.02% | Reduce -2.5% | 627,083 | $8.5M |
| Journey Advisory Group, LLC | 0.66% | New | 587,551 | $8.0M |
| Cibc World Market Inc. | 0.02% | Reduce -21.5% | 574,278 | $7.8M |
| Citigroup Inc. | 0.01% | Reduce -3.5% | 557,475 | $7.6M |
| Guardian Partners Inc. | 0.72% | Reduce -1.6% | 576,015 | $7.0M |
| Pathstone Holdings, LLC | 0.03% | Reduce -2.1% | 493,008 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Add +9.0% | 485,832 | $6.6M |
| Boston Common Asset Management, LLC | 0.20% | Add +29.6% | 482,564 | $6.6M |
| M&T Bank Corp | 0.02% | Reduce -9.8% | 478,230 | $6.5M |
| Capital Wealth Planning, LLC | 0.06% | Add +47.0% | 469,373 | $6.4M |
| LPL Financial LLC | 0.00% | Add +37.4% | 458,231 | $6.2M |
| Vanguard Personalized Indexing Management, LLC | 0.09% | Add +16.0% | 454,909 | $6.2M |
| Abn Amro Investment Solutions | 0.13% | Reduce -3.9% | 452,000 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Add +10.4% | 430,242 | $5.9M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +9.2% | 425,497 | $5.8M |
| Orion Portfolio Solutions, LLC | 0.06% | Add +9.2% | 425,497 | $5.8M |
| First Trust Advisors LP | 0.00% | Reduce -1.4% | 404,612 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +0.3% | 401,069 | $5.5M |
| Curi Capital, LLC | 0.13% | New | 391,244 | $5.3M |
| Ramirez Asset Management, Inc. | 1.09% | Reduce -9.6% | 386,020 | $5.3M |
| US Bancorp \de | 0.01% | Add +12.5% | 371,814 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +11.9% | 371,405 | $5.1M |
| Forum Financial Management, LP | 0.08% | No change | 357,561 | $4.9M |
| Bessemer Group Inc. | 0.01% | Add +14.2% | 356,442 | $4.9M |
| Eagle Global Advisors LLC | 0.20% | Reduce -2.1% | 355,434 | $4.8M |
| Augustine Asset Management Inc. | 1.40% | Add +0.5% | 351,878 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +18.4% | 346,094 | $4.7M |
| LMR Partners LLP | 0.13% | New | 344,600 | $4.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.5% | 343,602 | $4.7M |
| Quadrant Capital Group LLC | 0.17% | Add +202.7% | 340,702 | $4.6M |
| Moran Wealth Management, LLC | 0.16% | Reduce -6.1% | 340,440 | $4.6M |
| MML Investors Services, LLC | 0.02% | Add +36.0% | 335,371 | $4.6M |
| AQR Capital Management | 0.00% | Add +43.8% | 334,909 | $4.6M |
| T. Rowe Price Associates Inc. | 0.00% | New | 327,806 | $4.5M |
| Atria Investments, Inc | 0.06% | Reduce -4.4% | 324,137 | $4.4M |
| Mariner, LLC | 0.01% | Add +29.5% | 298,530 | $4.1M |
| Townsquare Capital LLC | 0.04% | Add +19.1% | 298,272 | $4.1M |
| Baron Capital (BAMCO) | 0.01% | No change | 295,681 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +9.4% | 287,470 | $3.9M |
| Dorsey Wright & Associates | 0.97% | Reduce -11.2% | 278,256 | $3.8M |
| Pekin Hardy Strauss, Inc. | 0.46% | Add +6.2% | 276,525 | $3.8M |
| Jane Street Group, LLC | 0.01% | Add +108.6% | 274,089 | $3.7M |
| Signaturefd, LLC | 0.07% | Add +2.5% | 272,227 | $3.7M |
| Naviter Wealth, LLC | 0.43% | Add +1.0% | 252,396 | $3.5M |
| Allianz SE | 0.09% | New | 255,000 | $3.5M |
| TD Asset Management Inc | 0.00% | Add +2.2% | 246,147 | $3.4M |
| Vident Advisory, LLC | 0.05% | Add +17.8% | 236,216 | $3.2M |
| TD Waterhouse Canada Inc. | 0.03% | Add +33558.5% | 241,668 | $3.2M |
| Alaethes Wealth, LLC | 1.08% | Add +1.1% | 217,110 | $3.0M |
| Legacy Wealth Asset Management, LLC | 0.82% | Reduce -5.5% | 216,804 | $3.0M |
| Renaissance Technologies | 0.00% | Reduce -62.0% | 213,711 | $2.9M |
| Ethic Inc. | 0.06% | Add +0.2% | 212,459 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +34.0% | 204,351 | $2.8M |
| Rhumbline Advisers | 0.00% | Reduce -15.2% | 198,340 | $2.7M |
| Ritholtz Wealth Management | 0.08% | Reduce -10.3% | 197,228 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +109.4% | 194,484 | $2.7M |
| SCS Capital Management LLC | 0.03% | New | 190,237 | $2.6M |
| Altman Advisors, Inc. | 1.16% | Reduce -0.9% | 198,762 | $2.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -20.7% | 181,276 | $2.5M |
| Qtron Investments LLC | 0.37% | No change | 179,123 | $2.4M |
| Whittier Trust Co. | 0.03% | Add +12.1% | 173,696 | $2.4M |
| Exencial Wealth Advisors, LLC | 0.09% | Reduce -12.5% | 172,398 | $2.3M |
| Caprock Group, LLC | 0.07% | Add +21.4% | 165,910 | $2.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -44.7% | 165,130 | $2.3M |
| Madison Asset Management, LLC | 0.02% | Reduce -6.8% | 162,038 | $2.2M |
| FORA Capital, LLC | 0.22% | New | 161,354 | $2.2M |
| Henshaw Capital LLC | 0.10% | Add +64.8% | 159,608 | $2.2M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +15.4% | 144,537 | $2.0M |
| Lockheed Martin Investment Management Co. | 0.08% | Reduce -4.3% | 143,880 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +10.9% | 141,984 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | Reduce -27.5% | 136,367 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.3% | 130,656 | $1.8M |
| Bailard, Inc. | 0.05% | Reduce -3.0% | 128,537 | $1.8M |
| Bank of Montreal | 0.00% | Add +20.7% | 125,441 | $1.7M |
| Compound Planning, Inc. | 0.08% | Add +18.6% | 120,974 | $1.6M |
| Henry James International Management Inc. | 0.56% | Add +378.4% | 120,605 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.3% | 119,616 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -1.4% | 118,725 | $1.6M |
| Diversify Wealth Management, LLC | 0.12% | Add +11.7% | 125,640 | $1.6M |
| Calamos Wealth Management LLC | 0.08% | Add +5.9% | 115,783 | $1.6M |
| Greenleaf Trust | 0.01% | Reduce -25.3% | 114,605 | $1.6M |
| 17 Capital Partners, LLC | 0.98% | No change | 111,683 | $1.5M |
| BTC Capital Management, Inc. | 0.14% | Add +2.1% | 111,573 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.1% | 107,527 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +45.2% | 107,211 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Add +0.7% | 106,291 | $1.4M |
| Capital Fund Management S.A. | 0.02% | New | 105,016 | $1.4M |
| AdvisorShares Investments LLC | 0.26% | Add +46.0% | 99,614 | $1.3M |
| Intrust Bank NA | 0.13% | Add +0.2% | 96,305 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +5.8% | 93,868 | $1.3M |
| Confluence Investment Management LLC | 0.02% | Reduce -0.9% | 92,147 | $1.3M |
| Aaron Wealth Advisors LLC | 0.14% | Add +6.5% | 91,126 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +114.4% | 90,148 | $1.2M |
| Highland Capital Management, LLC | 0.07% | Reduce -6.8% | 89,350 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | New | 89,228 | $1.2M |
| Callan Capital, LLC | 0.09% | Add +26.7% | 88,492 | $1.2M |
| Twin Tree Management, LP | 0.03% | New | 87,870 | $1.2M |
| Evergreen Capital Management LLC | 0.04% | Add +0.9% | 87,011 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.6% | 88,180 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -0.0% | 84,677 | $1.2M |
| Hancock Whitney Corp. | 0.04% | Reduce -2.4% | 83,172 | $1.1M |
| Schechter Investment Advisors, LLC | 0.09% | Reduce -23.6% | 80,105 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +12.3% | 78,836 | $1.1M |
| Checchi Capital Advisers, LLC | 0.07% | Add +6.9% | 76,563 | $1.0M |
| Choreo, LLC | 0.02% | Reduce -0.4% | 76,047 | $1.0M |
| CW Advisors, LLC | 0.01% | Add +0.2% | 75,191 | $1.0M |
| Callan Family Office, LLC | 0.08% | Reduce -39.2% | 74,230 | $1.0M |
| Ballentine Partners, LLC | 0.02% | Add +4.7% | 71,962 | $981K |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.8% | 71,556 | $975K |
| Hantz Financial Services, Inc. | 0.02% | Reduce -29.4% | 71,391 | $973K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +100.9% | 69,687 | $950K |
| Rehmann Capital Advisory Group | 0.06% | Reduce -0.9% | 69,043 | $941K |
| Smartleaf Asset Management LLC | 0.09% | Add +17.5% | 67,199 | $939K |
| Blue Trust, Inc. | 0.01% | Add +9.0% | 66,866 | $911K |
| Ewa, LLC | 0.33% | Reduce -1.2% | 65,987 | $899K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +0.2% | 64,590 | $880K |
| Wealth Alliance, LLC | 0.10% | Add +34.7% | 63,161 | $861K |
| Ballast Advisors LLC | 0.27% | No change | 63,069 | $860K |
| Synovus Financial Corp. | 0.01% | Reduce -79.1% | 62,369 | $850K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -38.7% | 61,140 | $833K |
| Swiss Life Asset Management Ltd | 0.01% | New | 60,794 | $829K |
| Anthracite Investment Company, Inc. | 0.51% | No change | 59,942 | $817K |
| Harbour Capital Advisors, LLC | 0.20% | Add +0.6% | 65,177 | $789K |
| Advisors Asset Management, Inc. | 0.01% | Add +4.3% | 55,202 | $752K |
| &partners | 0.01% | Add +4.9% | 51,743 | $725K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -12.8% | 52,271 | $712K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 51,987 | $709K |
| Private Advisor Group, LLC | 0.00% | Reduce -22.1% | 51,708 | $705K |
| Prospera Financial Services Inc | 0.02% | New | 51,695 | $705K |
| Versant Capital Management, Inc | 0.12% | Add +742.5% | 50,884 | $694K |
| Atlas Capital Advisors Inc. | 0.08% | Add +0.9% | 49,678 | $677K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 49,445 | $674K |
| Marks Group Wealth Management, Inc | 0.06% | Add +36.5% | 49,170 | $670K |
| Personal Cfo Solutions, LLC | 0.14% | Add +1.0% | 49,144 | $670K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.7% | 48,839 | $666K |
| Portside Wealth Group, LLC | 0.11% | Add +16.1% | 48,798 | $665K |
| Parallel Advisors, LLC | 0.01% | Add +4.5% | 48,547 | $662K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.6% | 48,130 | $656K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.39% | Reduce -57.1% | 45,000 | $629K |
| Blair William & Co. | 0.00% | Reduce -1.8% | 46,015 | $627K |
| Linden Thomas Advisory Services, LLC | 0.08% | Add +11.8% | 45,752 | $624K |
| HRT Financial LP | 0.00% | New | 45,429 | $619K |
| Louisbourg Investments Inc. | 0.17% | No change | 45,310 | $618K |
| Marex Group Ltd | 0.01% | Reduce -14.3% | 45,000 | $613K |
| Hunter Perkins Capital Management, LLC | 0.14% | Reduce -5.7% | 44,900 | $612K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +73.3% | 44,796 | $611K |
| GAMMA Investing LLC | 0.05% | Add +23.0% | 44,607 | $608K |
| Five Oceans Advisors | 0.29% | No change | 44,498 | $607K |
| Successful Portfolios LLC | 0.41% | No change | 44,481 | $606K |
| Cordatus Wealth Management LLC | 0.16% | New | 44,116 | $601K |
| Valeo Financial Advisors, LLC | 0.02% | Add +18.1% | 43,956 | $599K |
| RNC Capital Management LLC | 0.03% | Add +1.9% | 43,350 | $591K |
| Assetmark, Inc. | 0.00% | Reduce -3.6% | 43,286 | $590K |
| Coldstream Capital Management Inc. | 0.01% | Add +13.4% | 42,144 | $574K |
| Acadian Asset Management LLC | 0.00% | Add +104.1% | 41,909 | $571K |
| Procyon Advisors, LLC | 0.03% | Add +4.8% | 41,374 | $564K |
| SG Americas Securities, LLC | 0.00% | Add +143.2% | 40,264 | $549K |
| Silver Oak Securities, Incorporated | 0.05% | Add +4.9% | 39,152 | $547K |
| Sage Rhino Capital LLC | 0.13% | Reduce -0.7% | 39,701 | $541K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +45.7% | 39,593 | $540K |
| Norden Group LLC | 0.06% | Add +8.2% | 39,152 | $534K |
| Dauntless Investment Group, LLC | 1.97% | No change | 39,138 | $533K |
| Diversify Advisory Services, LLC | 0.03% | Add +33.5% | 41,630 | $529K |
| Traveka Wealth, LLC | 0.29% | Add +0.7% | 38,516 | $525K |
| Aprio Wealth Management, LLC | 0.06% | Add +46.9% | 36,472 | $497K |
| Optas, LLC | 0.08% | Add +8.3% | 35,310 | $481K |
| Mission Wealth Management, LP | 0.01% | Reduce -3.6% | 34,532 | $471K |
| Gallacher Capital Management LLC | 0.23% | Add +0.3% | 34,414 | $469K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -23.8% | 34,360 | $468K |
| State Street Corp. | 0.00% | No change | 34,020 | $464K |
| Barometer Capital Management Inc. | 0.17% | Add +80.8% | 34,000 | $463K |
| Benjamin Edwards Inc. | 0.01% | Reduce -47.1% | 33,247 | $453K |
| New York State Common Retirement Fund | 0.00% | No change | 32,597 | $444K |
| Walleye Capital LLC | 0.01% | New | 32,408 | $442K |
| Cetera Trust Company, N.A | 0.28% | Reduce -1.8% | 32,220 | $439K |
| Claro Advisors Inc. | 0.06% | Add +5.2% | 32,211 | $439K |
| Financial Counselors Inc. | 0.01% | Reduce -28.0% | 31,874 | $434K |
| Bleakley Financial Group, LLC | 0.01% | Add +6.4% | 31,774 | $433K |
| Lindbrook Capital, LLC | 0.04% | Add +3.2% | 31,495 | $429K |
| OneDigital Investment Advisors LLC | 0.01% | Add +27.6% | 31,266 | $426K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -0.3% | 33,399 | $425K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +0.8% | 30,743 | $419K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +8.0% | 29,790 | $406K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.3% | 29,318 | $400K |
| Advisors Preferred, LLC | 0.05% | New | 29,976 | $399K |
| Denali Advisors LLC | 0.04% | Reduce -0.3% | 28,348 | $386K |
| Everpar Advisors LLC | 0.20% | Reduce -7.8% | 27,924 | $381K |
| Seeds Investor LLC | 0.10% | Reduce -3.8% | 27,326 | $372K |
| Quantum Portfolio Management LLC | 0.19% | Add +12.4% | 26,972 | $368K |
| Legacy Financial Advisors, Inc. | 0.06% | Add +13.9% | 26,874 | $366K |
| Abel Hall, LLC | 0.22% | Add +31.7% | 26,772 | $365K |
| Shilanski & Associates, Inc. | 0.11% | Reduce -7.9% | 26,478 | $361K |
| Keel Point, LLC | 0.03% | Reduce -1.2% | 26,401 | $360K |
| Simon Quick Advisors, LLC | 0.02% | Add +73.3% | 26,357 | $359K |
| Wedmont Private Capital | 0.02% | Add +4.0% | 29,658 | $344K |
| Jones Financial Companies LLLP | 0.00% | Add +17.5% | 24,564 | $343K |
| Ieq Capital, LLC | 0.00% | Add +10.3% | 25,069 | $342K |
| Resonant Capital Advisors, LLC | 0.02% | Add +17.8% | 24,687 | $336K |
| PDS Planning, Inc | 0.03% | Add +1.3% | 24,653 | $336K |
| Toronto Dominion Bank | 0.00% | Reduce -93.7% | 24,450 | $333K |
| Cromwell Holdings LLC | 0.21% | No change | 24,134 | $329K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -24.9% | 24,132 | $329K |
| Beverly Hills Private Wealth, LLC | 0.07% | Add +0.9% | 24,049 | $328K |
| Te Ahumairangi Investment Management Ltd | 0.07% | Reduce -33.9% | 23,454 | $320K |
| Clarius Group, LLC | 0.02% | Reduce -20.1% | 23,427 | $319K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -4.6% | 23,342 | $318K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +0.2% | 23,124 | $316K |
| SYM FINANCIAL Corp | 0.04% | Add +15.8% | 22,973 | $313K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -11.3% | 22,865 | $312K |
| Trust Point Inc. | 0.03% | Add +0.3% | 22,344 | $305K |
| Kathmere Capital Management, LLC | 0.03% | Add +37.9% | 21,956 | $299K |
| Lido Advisors, LLC | 0.00% | Reduce -8.9% | 21,531 | $293K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.3% | 21,476 | $293K |
| Blue Barn Wealth, LLC | 0.15% | Add +28.3% | 21,327 | $291K |
| DMC Group, LLC | 0.24% | New | 21,292 | $290K |
| Hilltop Holdings Inc. | 0.02% | Add +11.6% | 21,252 | $290K |
| Hardy Reed LLC | 0.03% | Add +0.7% | 20,936 | $285K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -34.1% | 20,918 | $285K |
| Sivia Capital Partners, LLC | 0.13% | New | 20,843 | $284K |
| Keybank National Association | 0.00% | Add +8.0% | 20,342 | $277K |
| Wrapmanager Inc. | 0.07% | Reduce -11.2% | 19,854 | $271K |
| ICONIQ Capital, LLC | 0.00% | Reduce -1.7% | 19,444 | $265K |
| Choate Investment Advisors | 0.01% | Reduce -0.4% | 19,439 | $265K |
| Brooklyn Investment Group | 0.06% | Add +1125.1% | 19,394 | $264K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.8% | 19,105 | $260K |
| Windward Capital Management Co. | 0.02% | Reduce -4.6% | 19,067 | $260K |
| GMO | 0.00% | New | 18,679 | $255K |
| West Family Investments, Inc. | 0.10% | Reduce -64.0% | 18,649 | $254K |
| Old National Bancorp | 0.01% | Reduce -6.5% | 18,552 | $253K |
| Modera Wealth Management, LLC | 0.00% | New | 18,120 | $247K |
| Cozad Asset Management Inc. | 0.02% | No change | 17,947 | $245K |
| Foster Group, Inc. | 0.01% | Add +67.7% | 17,872 | $244K |
| Mgo One Seven LLC | 0.01% | Reduce -29.1% | 17,637 | $240K |
| Commerce Bank | 0.00% | Add +5.3% | 17,478 | $238K |
| Adero Partners, LLC | 0.02% | Add +8.8% | 17,461 | $238K |
| Wolverine Trading, LLC | 0.01% | New | 16,364 | $229K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -1.8% | 17,896 | $227K |
| Lanark Financial, Inc. | 0.02% | — | 16,331 | $222K |
| Flputnam Investment Management Co. | 0.00% | Reduce -1.4% | 16,103 | $219K |
| VanderPol Investments L.L.C. | 0.46% | Reduce -16.9% | 15,995 | $218K |
| Focus Partners Wealth | 0.00% | Add +14.8% | 15,959 | $218K |
| Moody National Bank Trust Division | 0.02% | Add +32.7% | 15,921 | $217K |
| Fiduciary Trust Co | 0.00% | New | 15,814 | $216K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +12.4% | 15,588 | $212K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.7% | 15,765 | $210K |
| One Wealth Capital Management, LLC | 0.11% | Add +3.1% | 15,325 | $209K |
| Waverly Advisors, LLC | 0.00% | Add +18.2% | 15,290 | $208K |
| Certuity, LLC | 0.02% | Add +1.4% | 15,182 | $207K |
| Cottonwood Capital Advisors, LLC | 0.15% | Reduce -6.1% | 15,149 | $206K |
| Moors & Cabot, Inc. | 0.01% | Reduce -73.3% | 15,100 | $206K |
| First Affirmative Financial Network | 0.13% | Reduce -17.8% | 15,030 | $205K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.2% | 14,940 | $204K |
| Seven Mile Advisory | 0.14% | Add +0.7% | 14,841 | $202K |
| Sapient Capital LLC | 0.00% | Reduce -3.1% | 14,800 | $202K |
| Financial Advocates Investment Management | 0.01% | New | 14,539 | $198K |
| Verus Capital Partners, LLC | 0.02% | Reduce -17.1% | 14,500 | $198K |
| Manchester Capital Management LLC | 0.02% | Reduce -12.0% | 14,474 | $197K |
| Riversedge Advisors, LLC | 0.04% | Add +18.0% | 14,241 | $194K |
| Icon Wealth Advisors, LLC | 0.02% | Add +13.0% | 14,239 | $194K |
| Wallace Advisory Group, LLC | 0.13% | Add +41.9% | 16,519 | $194K |
| Alliance Wealth Advisors, LLC | 0.05% | Add +15.2% | 14,157 | $193K |
| Prudent Man Advisors, LLC | 0.07% | New | 14,140 | $193K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 14,041 | $191K |
| Burns Matteson Capital Management, LLC | 0.10% | Add +31.3% | 13,952 | $190K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.9% | 13,791 | $188K |
| Kingsview Wealth Management, LLC | 0.00% | Add +4.0% | 13,563 | $185K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -1.2% | 13,468 | $184K |
| Sowell Financial Services LLC | 0.01% | New | 13,441 | $183K |
| Merit Financial Group, LLC | 0.00% | New | 13,410 | $183K |
| Xponance LLC | 0.00% | Reduce -16.5% | 13,158 | $179K |
| Canopy Partners, LLC | 0.07% | Add +0.1% | 13,140 | $179K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.4% | 13,103 | $179K |
| AXA S.A. | 0.00% | Add +8.1% | 13,000 | $177K |
| Obsidian Cio, LLC | 0.03% | Add +1.5% | 12,996 | $177K |
| Huntington National Bank | 0.00% | Add +5.8% | 12,655 | $172K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 12,481 | $170K |
| Osaic Holdings, Inc. | 0.00% | Reduce -61.0% | 12,382 | $169K |
| Brighton Jones LLC | 0.01% | Add +2.8% | 12,257 | $167K |
| Sunpointe, LLC | 0.09% | No change | 12,204 | $166K |
| HBK Sorce Advisory LLC | 0.00% | Reduce -11.1% | 11,776 | $161K |
| Florida Trust Wealth Management Co | 0.01% | No change | 11,681 | $159K |
| Premier Path Wealth Partners, LLC | 0.02% | No change | 11,675 | $159K |
| Independent Solutions Wealth Management, LLC | 0.04% | No change | 11,633 | $159K |
| MQS Management LLC | 0.09% | New | 11,503 | $157K |
| Baker Tilly Wealth Management, LLC | 0.06% | New | 11,442 | $156K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 11,357 | $155K |
| May Hill Capital, LLC | 0.06% | Add +9.3% | 11,258 | $153K |
| Venturi Wealth Management, LLC | 0.01% | Add +97.8% | 11,249 | $153K |
| Calydon Capital | 0.03% | No change | 11,193 | $153K |
| Leo Wealth, LLC | 0.02% | New | 11,097 | $151K |
| Savant Capital, LLC | 0.00% | New | 11,078 | $151K |
| Cantor Fitzgerald, L. P. | 0.01% | New | 11,000 | $150K |
| Walleye Trading LLC | 0.00% | No change | 10,946 | $149K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 10,766 | $147K |
| Marcum Wealth, LLC | 0.01% | Add +5.9% | 10,720 | $146K |
| Accuvest Global Advisors | 0.12% | New | 10,660 | $145K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -1.3% | 10,607 | $145K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 10,486 | $143K |
| Millennium Management | 0.00% | Reduce -98.6% | 10,080 | $137K |
| Ascent Group, LLC | 0.01% | New | 10,068 | $137K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 10,066 | $137K |
| apricus wealth, LLC | 0.08% | Reduce -77.4% | 10,000 | $136K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 10,000 | $136K |
| Allworth Financial LP | 0.00% | Reduce -30.1% | 10,895 | $133K |
| Fidelis Capital Partners, LLC | 0.01% | New | 10,544 | $129K |
| Golden State Wealth Management, LLC | 0.02% | No change | 9,454 | $129K |
| Principal Securities, Inc. | 0.00% | No change | 10,652 | $125K |
| LRI Investments, LLC | 0.01% | Reduce -44.2% | 8,459 | $115K |
| Hexagon Capital Partners LLC | 0.02% | Add +9.6% | 7,789 | $106K |
| GeoWealth Management, LLC | 0.00% | Reduce -20.2% | 7,285 | $99K |
| Addison Advisors LLC | 0.02% | Add +4.2% | 6,387 | $87K |
| Olde Wealth Management, LLC | 0.03% | New | 6,451 | $87K |
| Rothschild Investment LLC | 0.01% | Reduce -14.1% | 6,073 | $83K |
| Parkside Financial Bank & Trust | 0.01% | Add +41.5% | 5,586 | $76K |
| Geneos Wealth Management Inc. | 0.00% | Add +245.3% | 4,790 | $65K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -7.6% | 4,733 | $65K |
| Sierra Ocean, LLC | 0.05% | Reduce -12.5% | 4,598 | $63K |
| Deutsche Bank AG | 0.00% | No change | 4,592 | $63K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +797.1% | 4,575 | $62K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.7% | 4,464 | $61K |
| TD Private Client Wealth LLC | 0.00% | Add +4.5% | 4,109 | $56K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 3,563 | $49K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -44.5% | 4,367 | $47K |
| Financial Management Professionals, Inc. | 0.01% | Add +116.7% | 3,257 | $44K |
| Nisa Investment Advisors, LLC | 0.00% | New | 3,000 | $41K |
| IFP Advisors, Inc | 0.00% | Add +3.6% | 2,973 | $41K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 2,777 | $38K |
| Capital Analysts, LLC | 0.00% | No change | 2,634 | $36K |
| Private Trust Co. NA | 0.00% | Add +40.3% | 2,623 | $36K |
| Whipplewood Advisors, LLC | 0.02% | Reduce -21.5% | 1,943 | $34K |
| Horizon Investments, LLC | 0.00% | Add +42.6% | 2,412 | $33K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 2,322 | $32K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 1,821 | $25K |
| Key Financial Inc | 0.01% | No change | 1,832 | $25K |
| Barclays PLC | 0.00% | Reduce -91.1% | 1,797 | $24K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 1,666 | $23K |
| Wayfinding Financial, LLC | 0.01% | New | 1,564 | $21K |
| Inlight Wealth Management, LLC | 0.01% | New | 1,500 | $20K |
| NewSquare Capital LLC | 0.00% | Add +298.3% | 1,418 | $19K |
| City Holding Co. | 0.00% | New | 1,330 | $18K |
| Highline Wealth Partners LLC | 0.01% | Add +89.6% | 1,289 | $18K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,253 | $17K |
| Mather Group, Llc. | 0.00% | No change | 1,207 | $16K |
| Asset Dedication, LLC | 0.00% | No change | 1,205 | $16K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.6% | 1,180 | $16K |
| Cwm, LLC | 0.00% | Reduce -16.0% | 1,174 | $16K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 1,158 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1,158 | $16K |
| Grove Bank & Trust | 0.00% | No change | 1,146 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +6.3% | 1,112 | $15K |
| FSA Wealth Management LLC | 0.01% | Add +10.0% | 1,100 | $15K |
| Fortitude Family Office, LLC | 0.01% | No change | 1,093 | $15K |
| MAI Capital Management | 0.00% | No change | 1,061 | $14K |
| Salem Investment Counselors Inc. | 0.00% | Add +34.6% | 1,059 | $14K |
| West Oak Capital, LLC | 0.01% | No change | 1,000 | $14K |
| Macquarie Group Ltd. | 0.00% | Add +2.8% | 978 | $13K |
| UMB Bank, n.a. | 0.00% | New | 878 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -0.3% | 977 | $12K |
| Creative Financial Designs Inc. | 0.00% | New | 813 | $11K |
| Montag A & Associates Inc. | 0.00% | Reduce -24.0% | 764 | $10K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +6.4% | 751 | $10K |
| SouthState Bank Corp | 0.00% | New | 750 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 746 | $10K |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 717 | $10K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 611 | $8K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 578 | $8K |
| Transce3nd, LLC | 0.00% | No change | 571 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 650 | $8K |
| CNB Bank | 0.00% | No change | 535 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 508 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 493 | $7K |
| 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% | No change | 459 | $6K |
| Park Place Capital Corp | 0.00% | No change | 452 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 405 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -8.9% | 441 | $6K |
| Bangor Savings Bank | 0.00% | No change | 429 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -28.5% | 386 | $5K |
| Private Wealth Asset Management, LLC | 0.00% | — | 385 | $5K |
| DecisionPoint Financial, LLC | 0.00% | No change | 372 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 343 | $5K |
| Clean Yield Group | 0.00% | No change | 339 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 327 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 304 | $4K |
| Zions Bancorporation, National Association | 0.00% | — | 303 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 297 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | Add +42.1% | 243 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 242 | $3K |
| Spire Wealth Management | 0.00% | Reduce -19.7% | 237 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 221 | $3K |
| BNP Paribas Financial Markets | 0.00% | No change | 210 | $3K |
| Binnacle Investments Inc | 0.00% | — | 204 | $3K |
| Granite FO LLC | 0.00% | No change | 186 | $3K |
| Arlington Trust Co LLC | 0.00% | No change | 185 | $3K |
| First Horizon Advisors, Inc. | 0.00% | New | 179 | $2K |
| DT Investment Partners, LLC | 0.00% | No change | 158 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 147 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +98.7% | 147 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 145 | $2K |
| TD Capital Management LLC | 0.00% | No change | 136 | $2K |
| Larson Financial Group LLC | 0.00% | New | 130 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 122 | $2K |
| Group One Trading LLC | 0.00% | Reduce -93.5% | 115 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -69.1% | 114 | $2K |
| Albion Financial Group | 0.00% | No change | 112 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 109 | $1K |
| Beacon Capital Management, LLC | 0.00% | New | 93 | $1K |
| Avion Wealth | 0.00% | No change | 169 | $1K |
| Ancora Advisors LLC | 0.00% | New | 54 | $736 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 47 | $641 |
| High Note Wealth, LLC | 0.00% | No change | 45 | $613 |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 6 | $82 |
| Rise Advisors, LLC | 0.00% | Reduce -100.0% | 1 | $14 |
"% 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.