Mitsubishi Ufj Finl-Spon ADRMUFG

13F holders, Q2 2025 (June 30)
486holders +33
72new positions
35sold out
8famous investors
$13.72avg. 13F price*

At the end of Q2 2025, 486 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings, up 33 from Q1 2025. 72 opened new positions and 35 sold out. The largest holders were Fisher Asset Management ($1.2B), Aristotle Capital Management, LLC ($818.0M) and Bank of America Corp. ($243.6M). 8 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions72$109.5M
Exits35$21.9M

All 13F filers, Q1 2025 → Q2 2025: 37,236,982 shares bought and 10,266,734 shares sold, net +26,970,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 486 holders

Fisher Asset Management 0.49% Add +17.4% 89,513,174 $1.2B
Aristotle Capital Management, LLC 1.58% Reduce -1.6% 59,618,994 $818.0M
Bank of America Corp. 0.02% Reduce -9.6% 17,757,574 $243.6M
Goldman Sachs Group Inc. 0.04% Add +31.1% 16,585,143 $227.5M
Natixis Advisors, LLC 0.25% Add +7.1% 11,522,181 $158.1M
Northern Trust Corp. 0.02% Reduce -1.9% 11,186,568 $153.5M
BlackRock, Inc. 0.00% Add +2.1% 7,986,848 $109.6M
Royal Bank of Canada 0.02% Add +28.2% 7,664,324 $105.2M
Morgan Stanley 0.01% Reduce -0.5% 7,193,101 $98.7M
Chevy Chase Trust Holdings, LLC 0.25% Reduce -0.6% 6,163,005 $84.6M
Clearbridge Investments, LLC 0.06% Reduce -1.2% 5,530,366 $75.9M
FMR LLC 0.00% Reduce -3.4% 5,496,477 $75.4M
Envestnet Asset Management Inc. 0.02% Add +0.6% 4,848,779 $66.5M
Artemis Investment Management LLP 0.79% Add +74.3% 4,457,954 $61.2M
Todd Asset Management LLC 1.21% Add +1.5% 4,099,110 $56.2M
Sei Investments Co. 0.06% Add +0.5% 3,959,386 $54.3M
FIL Ltd 0.04% New 3,169,498 $43.5M
Raymond James Financial Inc. 0.01% Add +3.3% 2,870,737 $39.4M
Wells Fargo & Company 0.01% Reduce -4.9% 2,789,046 $38.3M
Teachers Retirement System of the State of Kentucky 0.28% No change 2,509,710 $34.4M
American Century Companies Inc. 0.02% Add +11.2% 2,158,689 $29.6M
Dimensional Fund Advisors LP 0.01% Reduce -46.7% 2,128,282 $29.2M
Stifel Financial Corp. 0.02% Reduce -2.4% 1,840,532 $25.3M
Quantinno Capital Management LP 0.08% Add +21.8% 1,323,481 $18.2M
Charles Schwab Investment Management Inc. 0.00% Add +14.0% 1,176,331 $16.1M
SCS Capital Management LLC 0.17% Add +482.0% 1,107,229 $15.2M
Massachusetts Financial Services Co. 0.00% Add +2.7% 1,097,690 $15.1M
Bank of New York Mellon Corp 0.00% Add +5.4% 1,088,043 $14.9M
Thornburg Investment Management Inc. 0.19% Add +2.4% 1,081,116 $14.8M
Citigroup Inc. 0.01% Add +89.5% 1,056,542 $14.5M
Neuberger Berman Group LLC 0.01% Reduce -17.2% 1,001,129 $13.8M
National Bank of Canada 0.01% Add +5.3% 968,192 $13.3M
Jane Street Group, LLC 0.02% Add +238.4% 927,466 $12.7M
Crossmark Global Holdings, Inc. 0.20% Add +5.3% 921,114 $12.6M
Brandes Investment Partners, LP 0.11% Add +4.8% 907,346 $12.4M
Creative Planning 0.01% Reduce -5.5% 891,218 $12.2M
UBS Group AG 0.00% Reduce -46.5% 876,091 $12.0M
Invesco Ltd. 0.00% Reduce -12.5% 854,687 $11.7M
Capital Wealth Planning, LLC 0.09% Add +72.6% 810,026 $11.1M
QRG Capital Management, Inc. 0.10% Reduce -0.1% 804,554 $11.0M
O'shaughnessy Asset Management, LLC 0.07% Add +5.1% 793,257 $10.9M
Federation des caisses Desjardins du Quebec 0.05% Add +15.5% 780,684 $10.7M
Cerity Partners LLC 0.02% Add +0.3% 777,846 $10.7M
JPMorgan Chase & Co. 0.00% Add +79.4% 771,913 $10.6M
1832 Asset Management L.P. 0.02% Reduce -1.8% 700,000 $9.6M
Citadel Advisors 0.01% New 652,865 $9.0M
AQR Capital Management 0.01% Add +91.4% 640,998 $8.8M
TD Asset Management Inc 0.01% Add +152.3% 620,899 $8.5M
Westfield Capital Management Co. LP 0.04% New 609,995 $8.4M
Massar Capital Management, LP 6.10% New 592,500 $8.1M
Cibc World Market Inc. 0.02% Reduce -0.0% 574,069 $7.9M
Trexquant Investment LP 0.09% New 568,989 $7.8M
Guardian Partners Inc. 0.69% Reduce -2.3% 562,925 $7.7M
LPL Financial LLC 0.00% Add +17.8% 539,591 $7.4M
Journey Advisory Group, LLC 0.56% Reduce -11.1% 522,088 $7.2M
Pathstone Holdings, LLC 0.03% Reduce -0.9% 488,789 $6.7M
Vanguard Personalized Indexing Management, LLC 0.07% Add +6.3% 483,620 $6.6M
Ramirez Asset Management, Inc. 1.00% Add +24.4% 480,219 $6.6M
Boston Common Asset Management, LLC 0.18% Reduce -2.7% 469,323 $6.4M
Millennium Management 0.01% Add +4427.5% 456,370 $6.3M
Federated Hermes, Inc. 0.01% Reduce -27.7% 453,416 $6.2M
Abn Amro Investment Solutions 0.12% No change 452,000 $6.2M
HighTower Advisors, LLC 0.01% Reduce -8.0% 447,180 $6.1M
Orion Porfolio Solutions, LLC 0.05% Add +3.2% 438,982 $6.0M
M&T Bank Corp 0.02% Reduce -10.9% 426,160 $5.8M
Curi Capital, LLC 0.11% Add +6.3% 416,047 $5.7M
Truist Financial Corp. 0.01% Add +0.0% 401,123 $5.5M
First Trust Advisors LP 0.00% Reduce -2.7% 393,846 $5.4M
Bessemer Group Inc. 0.01% Add +7.3% 382,291 $5.2M
US Bancorp \de 0.01% Add +1.8% 378,662 $5.2M
Mercer Global Advisors Inc. 0.01% Reduce -1.1% 367,336 $5.0M
Baron Capital (BAMCO) 0.01% Add +21.8% 360,009 $4.9M
Eagle Global Advisors LLC 0.20% Add +1.3% 359,934 $4.9M
Augustine Asset Management Inc. 1.30% Add +0.8% 354,840 $4.9M
Walleye Capital LLC 0.05% Add +991.8% 353,838 $4.9M
MML Investors Services, LLC 0.01% Add +3.6% 347,463 $4.8M
Moran Wealth Management, LLC 0.15% Add +1.5% 345,664 $4.7M
Vident Advisory, LLC 0.05% Add +40.1% 330,861 $4.5M
Seldon Capital LP 1.97% New 330,036 $4.5M
Quadrant Capital Group LLC 0.16% Reduce -4.2% 326,281 $4.5M
Forum Financial Management, LP 0.07% Reduce -9.9% 322,044 $4.4M
PNC Financial Services Group, Inc. 0.00% Reduce -6.5% 321,091 $4.4M
Mariner, LLC 0.01% Reduce -0.1% 298,295 $4.1M
Signaturefd, LLC 0.06% Add +1.8% 277,233 $3.8M
Ameriprise Financial Inc. 0.00% Reduce -4.0% 276,111 $3.8M
Callan Family Office, LLC 0.12% Add +270.0% 274,646 $3.8M
Atria Investments, Inc 0.04% Reduce -16.8% 269,834 $3.7M
Vise Technologies, Inc. 0.15% — 268,834 $3.7M
Pekin Hardy Strauss, Inc. 0.42% Reduce -3.1% 267,957 $3.7M
Naviter Wealth, LLC 0.45% Add +4.0% 262,612 $3.7M
Myriad Asset Management US LP 2.37% New 260,611 $3.6M
TD Waterhouse Canada Inc. 0.03% Add +7.7% 260,343 $3.6M
Allianz SE 0.08% No change 255,000 $3.5M
Alaethes Wealth, LLC 0.92% Add +1.5% 220,361 $3.1M
Altman Advisors, Inc. 1.13% Add +1.1% 200,883 $2.8M
Rhumbline Advisers 0.00% Add +1.3% 200,891 $2.8M
Quantbot Technologies LP 0.07% New 199,252 $2.7M
Corient Private Wealth LP 0.00% Add +67.1% 198,338 $2.7M
Qube Research & Technologies Ltd 0.00% Reduce -43.3% 196,326 $2.7M
Sanctuary Advisors, LLC 0.02% Add +18.2% 195,215 $2.7M
Whittier Trust Co. 0.03% Add +11.3% 193,270 $2.7M
Ritholtz Wealth Management 0.06% Reduce -3.4% 190,619 $2.6M
Avantax Advisory Services, Inc. 0.01% Add +4.6% 189,693 $2.6M
Summit Securities Group LLC 0.92% New 186,392 $2.6M
Exencial Wealth Advisors, LLC 0.09% Add +6.7% 184,019 $2.5M
Point72 Asset Management 0.01% New 180,600 $2.5M
Rockefeller Capital Management L.P. 0.01% Reduce -11.8% 180,301 $2.5M
Y-Intercept (Hong Kong) Ltd 0.06% Add +1568.0% 179,573 $2.5M
Qtron Investments LLC 0.31% Reduce -0.8% 177,636 $2.4M
Bank of Montreal 0.00% Add +38.4% 173,552 $2.4M
Dorsey Wright & Associates 0.56% Reduce -38.8% 170,297 $2.3M
Commonwealth Equity Services, LLC 0.00% Add +24.8% 163,013 $2.2M
Diversify Wealth Management, LLC 0.14% Add +16.4% 146,215 $2.2M
Madison Asset Management, LLC 0.02% Reduce -0.8% 160,707 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.09% — 149,761 $2.1M
Cetera Investment Advisers 0.00% Add +2.4% 145,345 $2.0M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.0% 143,112 $2.0M
Legacy Wealth Asset Management, LLC 0.50% Reduce -34.2% 142,605 $2.0M
Russell Investments Group, Ltd. 0.00% Add +32.6% 142,201 $2.0M
Yousif Capital Management, LLC 0.02% Add +1.9% 138,975 $1.9M
Balyasny Asset Management L.P. 0.00% New 138,563 $1.9M
Henshaw Capital LLC 0.07% Reduce -15.5% 134,882 $1.9M
Park Avenue Securities LLC 0.02% New 133,968 $1.8M
Compound Planning, Inc. 0.07% Add +3.8% 125,620 $1.7M
Bailard, Inc. 0.04% Reduce -2.5% 125,364 $1.7M
Ethic Inc. 0.03% Reduce -42.5% 122,179 $1.7M
Henry James International Management Inc. 0.54% No change 120,605 $1.7M
AdvisorShares Investments LLC 0.30% Add +20.2% 119,733 $1.6M
Evergreen Capital Management LLC 0.05% Add +33.1% 115,831 $1.6M
BTC Capital Management, Inc. 0.13% Add +3.8% 115,784 $1.6M
Greenleaf Trust 0.01% Reduce -0.4% 114,185 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -5.0% 113,574 $1.6M
Anthracite Investment Company, Inc. 0.79% Add +83.4% 109,942 $1.5M
Hantz Financial Services, Inc. 0.02% Add +52.1% 108,554 $1.5M
Intrust Bank NA 0.13% Add +10.8% 106,712 $1.5M
United Capital Financial Advisors, LLC 0.01% Reduce -3.2% 104,114 $1.4M
17 Capital Partners, LLC 0.81% Reduce -8.4% 102,245 $1.4M
Aaron Wealth Advisors LLC 0.14% Add +9.9% 100,122 $1.4M
Whittier Trust Co. of Nevada Inc. 0.03% Add +43.3% 99,851 $1.4M
Schonfeld Strategic Advisors LLC 0.01% New 98,174 $1.3M
Confluence Investment Management LLC 0.02% Add +4.4% 96,217 $1.3M
DAVENPORT & Co LLC 0.01% Add +0.4% 94,273 $1.3M
CW Advisors, LLC 0.01% Add +19.7% 90,035 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Add +1.0% 89,034 $1.2M
Captrust Financial Advisors 0.00% Reduce -0.8% 89,381 $1.2M
NewEdge Advisors, LLC 0.01% Add +23.1% 88,112 $1.2M
Lockheed Martin Investment Management Co. 0.04% Reduce -39.5% 87,000 $1.2M
Highland Capital Management, LLC 0.06% Reduce -2.7% 86,900 $1.2M
BNP Paribas Financial Markets 0.00% Add +40944.3% 86,193 $1.2M
Fifth Third Bancorp 0.00% Add +1.1% 85,612 $1.2M
Hancock Whitney Corp. 0.02% Add +1.7% 84,590 $1.2M
Sumitomo Mitsui Trust Group, Inc. 0.00% New 84,230 $1.2M
Choreo, LLC 0.02% Add +9.6% 83,348 $1.1M
Blue Trust, Inc. 0.01% Add +23.9% 82,821 $1.1M
Ballentine Partners, LLC 0.02% Add +6.3% 76,496 $1.0M
&partners 0.01% Add +46.6% 75,849 $1.0M
Smartleaf Asset Management LLC 0.09% Add +7.8% 72,421 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +49.7% 73,131 $1.0M
Flow Traders U.S. LLC 0.04% New 72,794 $999K
Brooklyn Investment Group 0.13% Add +271.9% 72,124 $990K
Checchi Capital Advisers, LLC 0.07% Reduce -6.8% 71,371 $979K
Rehmann Capital Advisory Group 0.06% Add +1.1% 69,804 $958K
Harbour Capital Advisors, LLC 0.19% Add +0.8% 65,732 $906K
West Family Investments, Inc. 0.24% Add +252.5% 65,742 $902K
Ewa, LLC 0.28% Reduce -1.0% 65,314 $896K
Wealth Alliance, LLC 0.10% Add +0.3% 63,336 $869K
Ballast Advisors LLC 0.26% No change 63,069 $865K
Advisors Asset Management, Inc. 0.01% Add +9.1% 60,216 $826K
Swiss Life Asset Management Ltd 0.01% Reduce -1.8% 59,732 $820K
Twin Tree Management, LP 0.02% Reduce -34.6% 57,473 $789K
Tudor Investment Corporation 0.01% New 57,177 $784K
Diversify Advisory Services, LLC 0.03% Add +22.8% 51,117 $772K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -8.0% 56,227 $771K
Vestmark Advisory Solutions, Inc. 0.01% New 55,616 $763K
Engineers Gate Manager LP 0.01% New 55,574 $762K
Franklin Resources Inc. 0.00% Add +2.9% 53,485 $734K
Farther Finance Advisors, LLC 0.01% Add +236.1% 52,979 $727K
Sequoia Financial Advisors, LLC 0.01% Add +9.8% 52,863 $725K
Private Advisor Group, LLC 0.00% Add +1.2% 52,347 $718K
Benjamin Edwards Inc. 0.01% Add +57.4% 52,330 $718K
Sagespring Wealth Partners, LLC 0.02% Add +31.8% 52,177 $716K
Marks Group Wealth Management, Inc 0.07% Add +4.6% 51,436 $706K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -20.7% 51,234 $703K
Versant Capital Management, Inc 0.11% Add +0.4% 51,080 $701K
Personal Cfo Solutions, LLC 0.13% Add +2.7% 50,462 $692K
NorthCoast Asset Management LLC 0.00% Reduce -3.8% 50,275 $690K
Portside Wealth Group, LLC 0.10% Add +2.4% 49,951 $685K
Prospera Financial Services Inc 0.01% Reduce -3.4% 49,933 $685K
Coldstream Capital Management Inc. 0.01% Add +17.3% 49,444 $678K
Atlas Capital Advisors Inc. 0.08% Reduce -0.6% 49,392 $678K
RNC Capital Management LLC 0.03% Add +13.5% 49,220 $675K
Flputnam Investment Management Co. 0.01% Add +204.6% 49,053 $673K
Jones Financial Companies LLLP 0.00% Add +95.7% 48,080 $667K
GAMMA Investing LLC 0.04% Add +8.4% 48,346 $663K
Synovus Financial Corp. 0.01% Reduce -23.7% 47,581 $653K
Parallel Advisors, LLC 0.01% Reduce -3.2% 46,983 $645K
Valeo Financial Advisors, LLC 0.02% Add +6.2% 46,665 $640K
Silver Oak Securities, Incorporated 0.05% Add +18.7% 46,481 $638K
Blair William & Co. 0.00% Reduce -0.9% 45,603 $626K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.8% 45,584 $625K
Louisbourg Investments Inc. 0.15% No change 45,310 $622K
Successful Portfolios LLC 0.38% No change 44,481 $610K
Cordatus Wealth Management LLC 0.15% Reduce -2.2% 43,159 $592K
Assetmark, Inc. 0.00% Reduce -0.4% 43,119 $592K
Five Oceans Advisors 0.25% Reduce -3.1% 43,112 $591K
Linden Thomas Advisory Services, LLC 0.06% Reduce -7.1% 42,522 $583K
Renaissance Technologies 0.00% Reduce -80.3% 42,211 $579K
Mission Wealth Management, LP 0.01% Add +18.9% 41,044 $563K
Focus Partners Wealth 0.00% Add +157.1% 41,037 $563K
Hunter Perkins Capital Management, LLC 0.13% Reduce -8.9% 40,900 $561K
DMC Group, LLC 0.44% Add +92.0% 40,886 $561K
Capital Fund Management S.A. 0.01% Reduce -61.3% 40,640 $558K
Sage Rhino Capital LLC 0.11% Reduce -0.3% 39,583 $543K
Optas, LLC 0.10% Add +8.0% 38,121 $523K
Keel Point, LLC 0.03% Add +42.6% 37,657 $517K
Summit Trail Advisors, LLC 0.01% New 36,886 $516K
Traveka Wealth, LLC 0.27% Reduce -2.5% 37,546 $515K
Dauntless Investment Group, LLC 2.41% Reduce -4.5% 37,392 $513K
Kestra Advisory Services, LLC 0.00% Add +52.1% 36,702 $504K
Norden Group LLC 0.05% Reduce -7.5% 36,227 $497K
Ieq Capital, LLC 0.00% Add +42.2% 35,639 $489K
Sivia Capital Partners, LLC 0.16% Add +68.8% 35,190 $483K
Bridgewater Advisors Inc. 0.04% Add +2.5% 34,223 $478K
Aprio Wealth Management, LLC 0.05% Reduce -4.7% 34,759 $477K
State Street Corp. 0.00% No change 34,020 $476K
Johnson Investment Counsel Inc. 0.00% Add +0.8% 34,643 $475K
Te Ahumairangi Investment Management Ltd 0.08% Add +46.9% 34,454 $473K
Gallacher Capital Management LLC 0.21% Reduce -1.9% 33,774 $463K
InTrack Investment Management Inc 0.31% New 33,231 $456K
Cetera Trust Company, N.A 0.27% Add +2.5% 33,020 $453K
Barometer Capital Management Inc. 0.12% Reduce -3.2% 32,900 $451K
EverSource Wealth Advisors, LLC 0.02% Add +53.0% 31,996 $439K
Midwest Trust Co 0.01% — 31,584 $433K
Headlands Technologies LLC 0.05% New 31,467 $432K
New York State Common Retirement Fund 0.00% Reduce -4.6% 31,110 $427K
Clarius Group, LLC 0.02% Add +32.8% 31,099 $427K
Resonant Capital Advisors, LLC 0.03% Add +23.6% 30,523 $425K
Bleakley Financial Group, LLC 0.01% Reduce -3.3% 30,730 $422K
OneDigital Investment Advisors LLC 0.00% Reduce -2.0% 30,639 $420K
Cubist Systematic Strategies, LLC 0.00% New 30,615 $420K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -1.2% 30,362 $417K
Pinnacle Associates Ltd. 0.01% Reduce -1.3% 28,945 $397K
Wedmont Private Capital 0.02% Reduce -1.8% 29,124 $397K
Haven Private, LLC 0.18% New 28,899 $396K
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.2% 28,824 $395K
Denali Advisors LLC 0.04% Reduce -0.3% 28,266 $388K
Seeds Investor LLC 0.09% Add +2.1% 27,903 $383K
HB Wealth Management, LLC 0.00% Reduce -65.2% 27,466 $377K
Everpar Advisors LLC 0.17% Reduce -2.4% 27,252 $374K
Shilanski & Associates, Inc. 0.10% Reduce -0.5% 26,341 $361K
Osaic Holdings, Inc. 0.00% Add +111.6% 26,199 $359K
Trust Point Inc. 0.03% Add +11.6% 24,939 $342K
PDS Planning, Inc 0.03% No change 24,653 $338K
Townsquare Capital LLC 0.03% Reduce -91.8% 24,338 $334K
Cromwell Holdings LLC 0.20% No change 24,134 $331K
Keybank National Association 0.00% Add +18.1% 24,031 $330K
Quadrature Capital Ltd 0.01% New 23,706 $325K
Knights of Columbus Asset Advisors LLC 0.02% No change 23,342 $320K
Abel Hall, LLC 0.15% Reduce -12.9% 23,330 $320K
Lido Advisors, LLC 0.00% Add +4.3% 22,452 $314K
180 Wealth Advisors, LLC 0.04% Reduce -1.9% 22,434 $308K
Calydon Capital 0.03% Add +100.0% 22,386 $307K
Wealth Enhancement Advisory Services, LLC 0.00% Add +109.3% 21,946 $306K
Beverly Hills Private Wealth, LLC 0.06% Reduce -7.3% 22,287 $306K
Acadian Asset Management LLC 0.00% Reduce -47.6% 21,964 $301K
Blue Barn Wealth, LLC 0.14% Add +1.9% 21,727 $298K
Kathmere Capital Management, LLC 0.02% Reduce -2.6% 21,392 $293K
Hilltop Holdings Inc. 0.02% Reduce -1.1% 21,016 $288K
Glenmede Investment Management, LP 0.00% — 21,011 $288K
Hardy Reed LLC 0.02% Reduce -0.4% 20,845 $286K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +104.7% 20,606 $283K
Abc Arbitrage SA 0.03% New 20,434 $280K
Transamerica Financial Advisors, LLC 0.03% Reduce -12.0% 20,357 $279K
Burns Matteson Capital Management, LLC 0.13% Add +43.5% 20,022 $275K
SYM FINANCIAL Corp 0.03% Reduce -13.3% 19,920 $273K
May Hill Capital, LLC 0.09% Add +75.5% 19,757 $271K
Wrapmanager Inc. 0.07% Reduce -0.6% 19,726 $271K
Choate Investment Advisors 0.01% No change 19,439 $267K
Wallace Advisory Group, LLC 0.19% Add +18.4% 19,559 $267K
HighPoint Advisor Group LLC 0.01% Add +6.2% 19,003 $261K
Windward Capital Management Co. 0.02% Reduce -0.8% 18,918 $260K
Whalen Wealth Management Inc. 0.16% New 18,909 $259K
Modera Wealth Management, LLC 0.00% Add +3.1% 18,687 $256K
Waverly Advisors, LLC 0.00% Add +22.0% 18,655 $256K
Susquehanna International Group, LLP 0.00% Reduce -90.4% 18,638 $256K
Old National Bancorp 0.00% Reduce -0.8% 18,403 $252K
ICONIQ Capital, LLC 0.00% Reduce -5.9% 18,294 $251K
MAI Capital Management 0.00% Add +1601.8% 18,056 $248K
Cozad Asset Management Inc. 0.02% No change 17,947 $246K
AlphaCore Capital LLC 0.01% New 17,550 $241K
Certuity, LLC 0.02% Add +15.4% 17,526 $240K
Apollon Wealth Management, LLC 0.00% Reduce -8.9% 17,412 $239K
Venturi Wealth Management, LLC 0.01% Add +54.7% 17,398 $239K
Commerce Bank 0.00% Reduce -1.4% 17,230 $236K
Mgo One Seven LLC 0.01% Reduce -2.8% 17,152 $235K
Guardian Capital LP 0.01% New 16,779 $230K
SG Americas Securities, LLC 0.00% Reduce -59.0% 16,500 $226K
Foster Group, Inc. 0.01% Reduce -9.3% 16,211 $222K
Riversedge Advisors, LLC 0.04% Add +12.9% 16,073 $221K
Lanark Financial, Inc. 0.02% Reduce -1.7% 16,053 $220K
Cambridge Investment Research Advisors, Inc. 0.00% Add +13.3% 15,623 $214K
Seven Mile Advisory 0.13% Add +4.7% 15,543 $213K
First Affirmative Financial Network 0.11% Add +1.7% 15,283 $210K
Hilltop National Bank 0.05% — 15,217 $209K
Moors & Cabot, Inc. 0.01% No change 15,100 $207K
HRT Financial LP 0.00% Reduce -67.0% 14,981 $205K
Aigen Investment Management, LP 0.03% New 14,916 $205K
Snowden Capital Advisors LLC 0.01% Reduce -2.8% 14,523 $203K
Walkner Condon Financial Advisors LLC 0.04% Add +10.0% 14,810 $203K
Verus Capital Partners, LLC 0.02% Add +2.1% 14,800 $203K
Thrivent Financial for Lutherans 0.00% New 14,614 $203K
One Wealth Capital Management, LLC 0.09% Reduce -3.8% 14,737 $202K
Alliance Wealth Advisors, LLC 0.05% Add +3.9% 14,708 $202K
Prudent Man Advisors, LLC 0.06% Add +2.5% 14,498 $199K
Kingsview Wealth Management, LLC 0.00% Add +6.9% 14,493 $199K
VanderPol Investments L.L.C. 0.42% Reduce -9.6% 14,467 $198K
Manchester Capital Management LLC 0.03% Reduce -0.4% 14,415 $198K
Principal Securities, Inc. 0.00% Add +34.4% 14,320 $196K
Cottonwood Capital Advisors, LLC 0.13% Reduce -5.7% 14,292 $196K
Atria Wealth Solutions, Inc. 0.00% Reduce -8.9% 14,201 $195K
Bridgefront Capital, LLC 0.05% New 14,139 $194K
Fiduciary Trust Co 0.00% Reduce -11.0% 14,075 $193K
Icon Wealth Advisors, LLC 0.01% Reduce -2.7% 13,856 $190K
Accuvest Global Advisors 0.12% Add +30.1% 13,868 $190K
Sowell Financial Services LLC 0.01% Add +2.8% 13,821 $190K
Coastal Bridge Advisors, LLC 0.02% New 13,721 $188K
Canopy Partners, LLC 0.07% Add +2.4% 13,453 $185K
Huntington National Bank 0.00% Add +6.1% 13,427 $184K
Xponance LLC 0.00% Add +0.8% 13,268 $182K
Merit Financial Group, LLC 0.00% Reduce -1.5% 13,207 $181K
Brighton Jones LLC 0.00% Add +7.2% 13,140 $180K
AXA S.A. 0.00% No change 13,000 $178K
Obsidian Cio, LLC 0.03% Reduce -0.4% 12,943 $178K
Allworth Financial LP 0.00% Add +17.3% 12,778 $175K
Savant Capital, LLC 0.00% Add +13.8% 12,603 $173K
Ariadne Wealth Management, LP 0.08% New 11,485 $173K
Texas Capital Bank Wealth Management Services Inc 0.02% No change 12,481 $171K
Moody National Bank Trust Division 0.02% Reduce -21.7% 12,472 $171K
Sunpointe, LLC 0.07% No change 12,204 $171K
Toronto Dominion Bank 0.00% Reduce -49.4% 12,377 $170K
MQS Management LLC 0.09% Add +6.5% 12,247 $168K
Verition Fund Management LLC 0.00% New 12,243 $168K
Dynamic Advisor Solutions LLC 0.01% New 12,204 $167K
U.S. Capital Wealth Advisors, LLC 0.00% New 12,181 $167K
Brown Advisory Inc. 0.00% New 11,948 $164K
Fifth Third Wealth Advisors LLC 0.01% Add +4.4% 11,855 $163K
Baker Tilly Wealth Management, LLC 0.06% Add +3.4% 11,833 $162K
Squarepoint Ops LLC 0.00% New 11,778 $162K
Florida Trust Wealth Management Co 0.00% No change 11,681 $160K
Premier Path Wealth Partners, LLC 0.02% No change 11,675 $160K
Independent Solutions Wealth Management, LLC 0.03% No change 11,633 $160K
SVB Wealth LLC 0.01% New 11,575 $159K
HBK Sorce Advisory LLC 0.00% Reduce -2.1% 11,534 $158K
Beacon Pointe Advisors, LLC 0.00% Reduce -18.1% 11,504 $158K
Bayesian Capital Management, LP 0.02% New 11,500 $158K
Eagle Bay Advisors LLC 0.13% New 11,227 $157K
Jackson Thornton Wealth Management, LLC 0.02% New 11,198 $152K
Syon Capital LLC 0.01% New 11,057 $152K
Walleye Trading LLC 0.00% No change 10,946 $150K
Sage Mountain Advisors LLC 0.01% Add +2.3% 10,848 $149K
Perigon Wealth Management, LLC 0.00% New 10,738 $147K
Fidelis Capital Partners, LLC 0.01% Reduce -1.2% 10,415 $147K
Gibbs Wealth Management 0.03% New 10,656 $146K
Frank, Rimerman Advisors LLC 0.01% New 10,629 $146K
CIBC Private Wealth Group LLC 0.00% Add +141.9% 10,565 $145K
Virtu Financial LLC 0.01% New 10,481 $144K
Ascent Group, LLC 0.01% Add +3.5% 10,417 $143K
Cresset Asset Management, LLC 0.00% Reduce -23.6% 10,010 $140K
Corient IA LP 0.08% New 10,000 $137K
apricus wealth, LLC 0.08% No change 10,000 $137K
Onyx Bridge Wealth Group LLC 0.02% No change 10,000 $137K
Entropy Technologies, LP 0.01% New 10,000 $137K
GeoWealth Management, LLC 0.01% Add +33.7% 9,741 $134K
LRI Investments, LLC 0.01% Add +14.4% 9,677 $133K
Group One Trading LLC 0.00% Add +7923.5% 9,227 $127K
Arax Advisory Partners 0.00% New 7,837 $108K
Golden State Wealth Management, LLC 0.01% Reduce -20.3% 7,534 $103K
Rothschild Investment LLC 0.01% Add +1.3% 6,150 $84K
Global Retirement Partners, LLC 0.00% — 6,067 $83K
Nisa Investment Advisors, LLC 0.00% Add +100.0% 6,000 $82K
Geneos Wealth Management Inc. 0.00% Add +18.2% 5,661 $78K
Parkside Financial Bank & Trust 0.01% Reduce -5.5% 5,276 $72K
Addison Advisors LLC 0.02% Reduce -21.0% 5,044 $69K
Steward Partners Investment Advisory, LLC 0.00% Add +6.3% 4,745 $65K
Wilmington Savings Fund Society, FSB 0.00% No change 4,733 $65K
Sierra Ocean, LLC 0.05% No change 4,598 $63K
Deutsche Bank AG 0.00% No change 4,592 $63K
First Horizon Advisors, Inc. 0.00% Add +2464.3% 4,590 $63K
Twin Peaks Wealth Advisors, LLC 0.02% New 3,927 $59K
TD Private Client Wealth LLC 0.00% Reduce -6.2% 3,854 $53K
NewSquare Capital LLC 0.00% Add +162.6% 3,723 $51K
JFS Wealth Advisors, LLC 0.00% Reduce -6.0% 3,348 $46K
IFP Advisors, Inc 0.00% Add +5.8% 3,146 $43K
Horizon Investments, LLC 0.00% Add +17.8% 2,841 $39K
Boyd Watterson Asset Management LLC 0.01% No change 2,777 $38K
Private Trust Co. NA 0.00% No change 2,623 $36K
Ameritas Advisory Services, LLC 0.00% New 2,613 $36K
Financial Management Professionals, Inc. 0.00% Reduce -24.8% 2,451 $34K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 2,388 $33K
Whipplewood Advisors, LLC 0.02% Add +21.1% 2,352 $32K
Capital Analysts, LLC 0.00% Reduce -14.4% 2,254 $31K
Opal Wealth Advisors, LLC 0.01% New 2,228 $31K
Redmont Wealth Advisors LLC 0.04% New 2,173 $30K
Key Financial Inc 0.01% No change 1,832 $25K
Pin Oak Investment Advisors Inc. 0.02% No change 1,821 $24K
Inlight Wealth Management, LLC 0.01% No change 1,500 $21K
Physician Wealth Advisors, Inc. 0.00% Add +30.1% 1,447 $20K
Macquarie Group Ltd. 0.00% Add +39.8% 1,367 $19K
Grove Bank & Trust 0.00% Add +19.1% 1,365 $19K
Highline Wealth Partners LLC 0.01% Add +3.4% 1,333 $18K
Cwm, LLC 0.00% Add +3.3% 1,213 $17K
Asset Dedication, LLC 0.00% No change 1,205 $17K
FSA Wealth Management LLC 0.01% Add +9.1% 1,200 $16K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,158 $16K
AdvisorNet Financial, Inc 0.00% No change 1,180 $16K
Fairscale Capital, LLC 0.01% New 1,135 $16K
Fortitude Family Office, LLC 0.01% No change 1,093 $15K
Barclays PLC 0.00% Reduce -39.3% 1,090 $15K
Oakworth Capital, Inc. 0.00% Reduce -14.9% 1,066 $15K
West Oak Capital, LLC 0.01% No change 1,000 $14K
Elevation Point Wealth Partners, LLC 0.00% New 925 $13K
Westside Investment Management, Inc. 0.00% Add +81.7% 923 $13K
Cornerstone Planning Group LLC 0.00% Reduce -7.3% 906 $13K
UMB Bank, n.a. 0.00% No change 878 $12K
Creative Financial Designs Inc. 0.00% Add +1.4% 824 $11K
Tower Research Capital LLC (TRC) 0.00% Reduce -82.0% 822 $11K
TD Capital Management LLC 0.00% Add +488.2% 800 $11K
Salem Investment Counselors Inc. 0.00% Reduce -25.7% 787 $11K
Montag A & Associates Inc. 0.00% No change 764 $10K
SouthState Bank Corp 0.00% No change 750 $10K
CoreCap Advisors, LLC 0.00% Reduce -0.1% 745 $10K
Dunhill Financial, LLC 0.00% No change 717 $10K
Bare Financial Services, Inc 0.00% Add +200.4% 664 $9K
Binnacle Investments Inc 0.01% Add +221.1% 655 $9K
Glass Jacobson Investment Advisors llc 0.00% No change 650 $9K
Bruce G. Allen Investments, LLC 0.01% No change 611 $8K
Brown Brothers Harriman & Co. 0.00% New 607 $8K
MPWM Advisory Solutions, LLC 0.01% No change 578 $8K
Transce3nd, LLC 0.00% No change 571 $8K
Rosenberg Matthew Hamilton 0.00% Reduce -52.2% 554 $8K
CNB Bank 0.00% No change 535 $7K
CENTRAL TRUST Co 0.00% Add +79.8% 534 $7K
Harbour Investments, Inc. 0.00% No change 493 $7K
Bell Investment Advisors, Inc 0.00% No change 471 $6K
Park Place Capital Corp 0.00% No change 452 $6K
Ascentis Wealth Management, LLC 0.00% No change 441 $6K
Bangor Savings Bank 0.00% No change 429 $6K
Pinnacle Bancorp, Inc. 0.00% No change 386 $5K
Private Wealth Asset Management, LLC 0.00% No change 385 $5K
HighMark Wealth Management LLC 0.00% Reduce -21.4% 361 $5K
Clean Yield Group 0.00% No change 339 $5K
Riggs Asset Managment Co. Inc. 0.00% New 327 $4K
Provenance Wealth Advisors, LLC 0.00% No change 327 $4K
Morse Asset Management, Inc 0.00% New 323 $4K
Sound Income Strategies, LLC 0.00% No change 304 $4K
Zions Bancorporation, National Association 0.00% No change 303 $4K
Sunbelt Securities, Inc. 0.00% No change 343 $4K
Stephens Consulting, LLC 0.00% New 276 $4K
Retirement Wealth Solutions LLC 0.00% No change 243 $3K
Cullen/Frost Bankers, Inc. 0.00% No change 242 $3K
Spire Wealth Management 0.00% No change 237 $3K
Principia Wealth Advisory, LLC 0.00% New 232 $3K
Motco 0.00% New 210 $3K
Beaird Harris Wealth Management, LLC 0.00% Add +89.0% 206 $3K
Rossby Financial, LCC 0.00% New 190 $3K
Granite FO LLC 0.00% No change 186 $3K
WealthCollab, LLC 0.00% New 171 $2K
Ancora Advisors LLC 0.00% Add +205.6% 165 $2K
Larson Financial Group LLC 0.00% Add +20.0% 156 $2K
CVA Family Office, LLC 0.00% No change 147 $2K
Avion Wealth 0.00% No change 169 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 145 $2K
Salomon & Ludwin, LLC 0.00% New 143 $2K
GPS Wealth Strategies Group, LLC 0.00% Add +2083.3% 131 $2K
SWAN Capital LLC 0.00% New 124 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 122 $2K
Armstrong Advisory Group, Inc. 0.00% New 120 $2K
Albion Financial Group 0.00% No change 112 $2K
WPG Advisers, LLC 0.00% New 82 $1K
Proathlete Wealth Management LLC 0.00% New 56 $768
Financial Gravity Companies, Inc. 0.00% — 47 $645
High Note Wealth, LLC 0.00% No change 45 $617
Blume Capital Management, Inc. 0.00% New 27 $371
Arlington Trust Co LLC 0.00% Reduce -85.4% 27 $370
Total Investment Management Inc. 0.00% New 10 $137
Rise Advisors, LLC 0.00% No change 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.