Mitsubishi Ufj Finl-Spon ADRMUFG
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $109.5M |
| Exits | 35 | $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.