Mitsubishi Ufj Finl-Spon ADRMUFG

13F holders, Q3 2025 (September 30)
488holders +2
62new positions
56sold out
8famous investors
$15.94avg. 13F price*

At the end of Q3 2025, 488 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings, up 2 from Q2 2025. 62 opened new positions and 56 sold out. The largest holders were Fisher Asset Management ($1.5B), Aristotle Capital Management, LLC ($898.7M) and Bank of America Corp. ($226.7M). 8 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions62$37.2M
Exits56$85.3M

All 13F filers, Q2 2025 → Q3 2025: 20,075,383 shares bought and 20,746,351 shares sold, net −670,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 488 holders

Fisher Asset Management 0.53% Add +2.2% 91,486,499 $1.5B
Aristotle Capital Management, LLC 1.74% Reduce -5.4% 56,377,560 $898.7M
Bank of America Corp. 0.02% Reduce -19.9% 14,222,923 $226.7M
Goldman Sachs Group Inc. 0.03% Reduce -16.1% 13,907,155 $221.7M
Natixis Advisors, LLC 0.31% Add +14.9% 13,240,940 $211.1M
Northern Trust Corp. 0.02% Add +1.9% 11,397,833 $181.7M
BlackRock, Inc. 0.00% Add +11.2% 8,882,540 $141.6M
Royal Bank of Canada 0.02% Add +3.4% 7,921,433 $126.3M
Morgan Stanley 0.01% Reduce -2.9% 6,982,664 $111.3M
Chevy Chase Trust Holdings, LLC 0.27% Add +1.0% 6,222,247 $99.2M
FMR LLC 0.00% Add +4.9% 5,766,910 $91.9M
Clearbridge Investments, LLC 0.07% Add +1.4% 5,608,962 $89.4M
Envestnet Asset Management Inc. 0.02% Add +1.9% 4,941,830 $78.8M
FIL Ltd 0.06% Add +42.1% 4,505,013 $71.8M
Todd Asset Management LLC 1.32% Add +0.3% 4,109,932 $65.5M
Sei Investments Co. 0.07% Reduce -2.9% 3,842,944 $61.3M
Wells Fargo & Company 0.01% Add +3.8% 2,893,607 $46.1M
Raymond James Financial Inc. 0.01% Reduce -1.1% 2,838,021 $45.2M
American Century Companies Inc. 0.02% Add +19.4% 2,577,874 $41.1M
Teachers Retirement System of the State of Kentucky 0.30% Reduce -0.1% 2,506,310 $40.0M
JPMorgan Chase & Co. 0.00% Add +180.1% 2,162,410 $34.5M
Dimensional Fund Advisors LP 0.01% Reduce -6.8% 1,982,664 $31.6M
Stifel Financial Corp. 0.03% Reduce -1.1% 1,820,163 $29.0M
Quantinno Capital Management LP 0.07% Add +19.6% 1,583,068 $25.2M
UBS Group AG 0.00% Add +80.2% 1,578,547 $25.2M
Charles Schwab Investment Management Inc. 0.00% Add +21.5% 1,429,101 $22.8M
Bank of New York Mellon Corp 0.00% Add +29.1% 1,404,092 $22.4M
Toronto Dominion Bank 0.04% Add +10964.1% 1,369,406 $21.8M
Massachusetts Financial Services Co. 0.01% Add +3.4% 1,134,979 $18.1M
Invesco Ltd. 0.00% Add +32.4% 1,131,299 $18.0M
SCS Capital Management LLC 0.19% Add +0.4% 1,111,589 $17.7M
Thornburg Investment Management Inc. 0.23% Add +2.4% 1,106,617 $17.6M
Creative Planning 0.01% Add +19.7% 1,066,793 $17.0M
Capital Wealth Planning, LLC 0.12% Add +31.7% 1,066,591 $17.0M
Neuberger Berman Group LLC 0.01% Add +4.4% 1,045,374 $16.7M
National Bank of Canada 0.02% Add +6.5% 1,031,631 $16.4M
Brandes Investment Partners, LP 0.12% Add +4.9% 951,620 $15.2M
AQR Capital Management 0.01% Add +46.3% 937,446 $14.9M
Crossmark Global Holdings, Inc. 0.22% Add +0.0% 921,143 $14.7M
O'shaughnessy Asset Management, LLC 0.09% Add +15.6% 916,950 $14.6M
Point72 Asset Management 0.03% Add +394.2% 892,583 $14.2M
Citigroup Inc. 0.01% Reduce -22.3% 821,156 $13.1M
Federation des caisses Desjardins du Quebec 0.05% Add +5.0% 819,503 $13.1M
Cerity Partners LLC 0.02% Reduce -3.7% 749,222 $11.9M
LPL Financial LLC 0.00% Add +27.8% 689,377 $11.0M
1832 Asset Management L.P. 0.02% Reduce -1.9% 686,600 $10.9M
Renaissance Technologies 0.01% Add +1281.7% 583,228 $9.3M
QRG Capital Management, Inc. 0.11% Reduce -27.6% 582,337 $9.3M
Cibc World Market Inc. 0.02% Add +0.1% 574,658 $9.2M
Boston Common Asset Management, LLC 0.26% Add +21.8% 571,823 $9.1M
Guardian Partners Inc. 0.75% Add +0.4% 565,075 $8.8M
TD Asset Management Inc 0.01% Reduce -13.6% 536,680 $8.6M
Tudor Investment Corporation 0.06% Add +834.1% 534,118 $8.5M
Westfield Capital Management Co. LP 0.03% Reduce -15.2% 517,229 $8.2M
Journey Advisory Group, LLC 0.61% Reduce -1.1% 516,344 $8.2M
Trexquant Investment LP 0.08% Reduce -9.4% 515,288 $8.2M
Pathstone Holdings, LLC 0.03% Add +4.6% 511,189 $8.1M
Vanguard Personalized Indexing Management, LLC 0.08% Add +5.3% 509,043 $8.1M
HighTower Advisors, LLC 0.01% Add +4.3% 466,288 $7.4M
Ramirez Asset Management, Inc. 1.01% Reduce -4.9% 456,778 $7.3M
Abn Amro Investment Solutions 0.15% No change 452,000 $7.2M
Baron Capital (BAMCO) 0.02% Add +25.5% 451,826 $7.2M
Orion Porfolio Solutions, LLC 0.06% Add +2.4% 449,534 $7.2M
Vident Advisory, LLC 0.06% Add +24.8% 412,909 $6.6M
Truist Financial Corp. 0.01% Add +1.6% 407,353 $6.5M
Permanens Capital L.P. 0.94% New 395,273 $6.3M
Bessemer Group Inc. 0.01% Add +3.2% 394,417 $6.3M
Factory Mutual Insurance Co. 0.06% New 394,330 $6.3M
US Bancorp \de 0.01% Add +1.9% 386,054 $6.2M
Cetera Investment Advisers 0.01% Add +159.8% 377,639 $6.0M
M&T Bank Corp 0.02% Reduce -12.3% 373,955 $6.0M
Eagle Global Advisors LLC 0.22% Reduce -0.2% 359,244 $5.7M
MML Investors Services, LLC 0.02% Add +2.3% 355,545 $5.7M
Moran Wealth Management, LLC 0.17% Add +2.3% 353,627 $5.6M
Augustine Asset Management Inc. 1.13% Reduce -1.1% 350,917 $5.6M
Quadrant Capital Group LLC 0.18% Add +7.2% 349,910 $5.6M
Mercer Global Advisors Inc. 0.01% Reduce -5.2% 348,096 $5.5M
Y-Intercept (Hong Kong) Ltd 0.13% Add +88.8% 338,959 $5.4M
PNC Financial Services Group, Inc. 0.00% Add +3.0% 330,667 $5.3M
First Trust Advisors LP 0.00% Reduce -17.2% 326,059 $5.2M
Forum Financial Management, LP 0.07% No change 322,044 $5.1M
Mariner, LLC 0.01% Add +4.5% 311,673 $5.0M
Federated Hermes, Inc. 0.01% Reduce -33.3% 302,238 $4.8M
Vise Technologies, Inc. 0.17% Add +7.8% 289,892 $4.6M
Signaturefd, LLC 0.07% Add +2.5% 284,277 $4.5M
Ameriprise Financial Inc. 0.00% Add +2.0% 281,517 $4.5M
Pekin Hardy Strauss, Inc. 0.44% Add +2.4% 274,289 $4.4M
Naviter Wealth, LLC 0.50% Add +3.4% 271,596 $4.3M
TD Waterhouse Canada Inc. 0.03% Add +5.1% 273,664 $4.3M
Allianz SE 0.09% No change 255,000 $4.1M
Ritholtz Wealth Management 0.08% Add +33.7% 254,813 $4.1M
Qube Research & Technologies Ltd 0.01% Add +29.3% 253,858 $4.0M
Atria Investments, Inc 0.05% Reduce -7.5% 249,581 $4.0M
Jain Global LLC 0.05% New 236,909 $3.8M
Seldon Capital LP 1.31% Reduce -28.9% 234,566 $3.7M
Bank of Montreal 0.00% Add +32.1% 229,186 $3.7M
Curi Capital, LLC 0.07% Reduce -45.0% 228,744 $3.6M
Callan Family Office, LLC 0.12% Reduce -16.9% 228,132 $3.6M
Focus Partners Wealth 0.01% Add +430.5% 217,710 $3.5M
Altman Advisors, Inc. 1.23% Add +0.2% 201,281 $3.2M
Alaethes Wealth, LLC 0.90% Reduce -9.7% 198,897 $3.2M
Exencial Wealth Advisors, LLC 0.10% Add +6.6% 196,145 $3.1M
Sanctuary Advisors, LLC 0.02% Reduce -1.5% 192,287 $3.1M
Marshall Wace, LLP 0.00% New 181,810 $2.9M
Russell Investments Group, Ltd. 0.00% Add +27.1% 180,685 $2.9M
Hantz Financial Services, Inc. 0.04% Add +65.7% 179,877 $2.9M
Qtron Investments LLC 0.33% Reduce -5.8% 167,274 $2.7M
Commonwealth Equity Services, LLC 0.00% Add +2.1% 166,455 $2.7M
Aquatic Capital Management LLC 0.05% New 162,156 $2.6M
Rhumbline Advisers 0.00% Reduce -20.0% 160,638 $2.6M
Evergreen Capital Management LLC 0.06% Add +36.7% 158,379 $2.5M
Madison Asset Management, LLC 0.03% Reduce -2.3% 156,965 $2.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +85.7% 156,413 $2.5M
Dorsey Wright & Associates 0.55% Reduce -9.4% 154,364 $2.5M
Compound Planning, Inc. 0.08% Add +21.7% 152,843 $2.4M
Caprock Group, LLC 0.06% — 154,831 $2.4M
Massar Capital Management, LP 0.85% Reduce -74.9% 148,500 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -2.0% 146,771 $2.3M
Millennium Management 0.00% Reduce -67.9% 146,398 $2.3M
Legacy Wealth Asset Management, LLC 0.55% Add +0.3% 143,075 $2.3M
Oppenheimer Asset Management Inc. 0.03% Reduce -0.5% 142,378 $2.3M
Park Avenue Securities LLC 0.02% Add +5.8% 141,725 $2.3M
Diversify Wealth Management, LLC 0.13% Reduce -0.4% 145,590 $2.2M
Corient Private Wealth LP 0.00% Reduce -30.8% 137,226 $2.2M
Jane Street Group, LLC 0.00% Reduce -85.2% 137,146 $2.2M
Capital Fund Management S.A. 0.02% Add +225.9% 132,450 $2.1M
Ethic Inc. 0.03% Add +4.3% 127,445 $2.0M
BTC Capital Management, Inc. 0.14% Add +8.7% 125,905 $2.0M
Myriad Asset Management US LP 1.08% Reduce -52.0% 124,956 $2.0M
Bailard, Inc. 0.04% Reduce -8.6% 114,649 $1.8M
Greenleaf Trust 0.02% Add +0.4% 114,607 $1.8M
Arax Advisory Partners 0.03% Add +1353.5% 113,915 $1.8M
Henry James International Management Inc. 0.55% Reduce -6.6% 112,675 $1.8M
XY Capital Ltd 1.46% New 109,864 $1.8M
Intrust Bank NA 0.14% Add +1.4% 108,165 $1.7M
United Capital Financial Advisors, LLC 0.01% Add +3.9% 108,138 $1.7M
Osaic Holdings, Inc. 0.00% Add +312.0% 107,938 $1.7M
Ieq Capital, LLC 0.01% Add +197.0% 105,844 $1.7M
Janney Montgomery Scott LLC 0.00% Reduce -6.8% 105,840 $1.7M
GTS Securities LLC 0.06% New 103,814 $1.7M
AdvisorShares Investments LLC 0.27% Reduce -13.6% 103,475 $1.6M
17 Capital Partners, LLC 0.89% No change 102,245 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -26.9% 101,620 $1.6M
Confluence Investment Management LLC 0.02% Add +5.1% 101,117 $1.6M
BNP Paribas Financial Markets 0.00% Add +16.4% 100,374 $1.6M
HRT Financial LP 0.01% Add +526.2% 93,814 $1.5M
DAVENPORT & Co LLC 0.01% Reduce -1.2% 93,123 $1.5M
Captrust Financial Advisors 0.00% Add +3.2% 92,216 $1.5M
HB Wealth Management, LLC 0.01% Add +229.5% 90,504 $1.4M
Smartleaf Asset Management LLC 0.09% Add +24.4% 90,054 $1.4M
Choreo, LLC 0.02% Add +6.3% 88,600 $1.4M
Highland Capital Management, LLC 0.07% Reduce -0.4% 86,550 $1.4M
Hancock Whitney Corp. 0.03% Add +1.9% 86,210 $1.4M
Benjamin Edwards Inc. 0.02% Add +64.4% 86,049 $1.4M
Calamos Wealth Management LLC 0.05% New 85,734 $1.4M
AlphaCore Capital LLC 0.05% Add +387.6% 85,581 $1.4M
Blue Trust, Inc. 0.01% Add +1.1% 83,721 $1.3M
Aaron Wealth Advisors LLC 0.08% Reduce -16.8% 83,338 $1.3M
Lockheed Martin Investment Management Co. 0.05% Reduce -7.6% 80,400 $1.3M
&partners 0.01% Add +4.7% 79,401 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Add +175.5% 79,409 $1.3M
Jones Financial Companies LLLP 0.00% Add +64.2% 78,951 $1.3M
Fifth Third Bancorp 0.00% Reduce -8.0% 78,792 $1.3M
Engineers Gate Manager LP 0.01% Add +40.9% 78,322 $1.2M
Ballentine Partners, LLC 0.02% Reduce -3.2% 74,034 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -0.8% 72,574 $1.2M
Checchi Capital Advisers, LLC 0.08% Add +1.6% 72,550 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -17.8% 73,157 $1.1M
Rehmann Capital Advisory Group 0.06% Add +0.9% 70,433 $1.1M
Farther Finance Advisors, LLC 0.02% Add +30.8% 69,284 $1.1M
Ewa, LLC 0.29% Add +1.1% 66,054 $1.1M
West Family Investments, Inc. 0.23% No change 65,742 $1.0M
XTX Topco Ltd 0.05% New 64,708 $1.0M
Advisors Asset Management, Inc. 0.02% Add +5.2% 63,337 $1.0M
Ballast Advisors LLC 0.28% Add +0.3% 63,282 $1.0M
Wealth Alliance, LLC 0.10% Reduce -2.9% 61,534 $981K
Brooklyn Investment Group 0.13% Reduce -4.6% 68,777 $955K
Campbell & CO Investment Adviser LLC 0.07% New 59,811 $953K
Marks Group Wealth Management, Inc 0.09% Add +16.2% 59,774 $953K
GC Wealth Management RIA, LLC 0.03% New 59,351 $946K
Harbour Capital Advisors, LLC 0.19% Reduce -5.9% 61,840 $939K
Barometer Capital Management Inc. 0.21% Add +77.8% 58,500 $932K
Sequoia Financial Advisors, LLC 0.01% Add +9.8% 58,034 $925K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -0.8% 55,181 $880K
Dynasty Wealth Management, LLC 0.01% New 54,445 $868K
Franklin Resources Inc. 0.00% Add +1.5% 54,306 $866K
Flputnam Investment Management Co. 0.01% Add +9.9% 53,888 $859K
RNC Capital Management LLC 0.04% Add +8.5% 53,406 $851K
Private Advisor Group, LLC 0.00% Add +2.0% 53,371 $851K
Assetmark, Inc. 0.00% Add +23.6% 53,312 $850K
NorthCoast Asset Management LLC 0.00% Add +4.6% 52,575 $839K
Centiva Capital, LP 0.08% New 52,385 $835K
GAMMA Investing LLC 0.05% Add +7.8% 52,123 $831K
Swiss Life Asset Management Ltd 0.00% Reduce -13.1% 51,910 $827K
Versant Capital Management, Inc 0.11% Add +1.2% 51,713 $824K
Silver Oak Securities, Incorporated 0.06% Add +10.5% 51,364 $819K
Diversify Advisory Services, LLC 0.03% Add +5.6% 53,962 $819K
Coldstream Capital Management Inc. 0.01% Add +1.9% 50,361 $803K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -2.1% 50,151 $799K
Prospera Financial Services Inc 0.01% Reduce -0.3% 49,788 $794K
Valeo Financial Advisors, LLC 0.02% Add +6.7% 49,766 $793K
Personal Cfo Solutions, LLC 0.14% Reduce -1.5% 49,709 $792K
Portside Wealth Group, LLC 0.11% Reduce -1.2% 49,343 $787K
Henshaw Capital LLC 0.03% Reduce -64.0% 48,563 $774K
Fox Run Management, L.L.C. 0.12% New 48,406 $772K
NewEdge Advisors, LLC 0.00% Reduce -45.2% 48,269 $769K
Sagespring Wealth Partners, LLC 0.01% Reduce -8.3% 47,834 $762K
Synovus Financial Corp. 0.01% Add +0.3% 47,709 $760K
Kestra Advisory Services, LLC 0.00% Add +28.9% 47,307 $754K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -16.9% 46,712 $745K
Susquehanna International Group, LLP 0.00% Add +150.1% 46,618 $743K
Linden Thomas Advisory Services, LLC 0.07% Add +8.1% 45,985 $733K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.4% 45,749 $729K
Parallel Advisors, LLC 0.01% Reduce -2.9% 45,634 $727K
Louisbourg Investments Inc. 0.16% No change 45,310 $722K
Blair William & Co. 0.00% Reduce -1.9% 44,742 $713K
Successful Portfolios LLC 0.41% Reduce -1.0% 44,025 $702K
Cordatus Wealth Management LLC 0.16% Add +0.3% 43,265 $690K
DMC Group, LLC 0.48% Add +5.8% 43,245 $689K
Five Oceans Advisors 0.25% No change 43,112 $687K
Mission Wealth Management, LP 0.01% Add +1.6% 41,706 $665K
Hunter Perkins Capital Management, LLC 0.14% No change 40,900 $652K
Rockefeller Capital Management L.P. 0.00% Reduce -77.8% 40,090 $639K
Sage Rhino Capital LLC 0.12% No change 39,583 $631K
InTrack Investment Management Inc 0.38% Add +18.7% 39,443 $629K
Gallacher Capital Management LLC 0.24% Add +15.0% 38,843 $619K
Optas, LLC 0.10% Add +0.7% 38,395 $612K
Aprio Wealth Management, LLC 0.06% Add +7.7% 37,446 $597K
Traveka Wealth, LLC 0.27% Reduce -0.5% 37,342 $595K
Summit Trail Advisors, LLC 0.01% Add +0.5% 37,055 $591K
Entropy Technologies, LP 0.04% Add +269.7% 36,974 $589K
Keel Point, LLC 0.04% Reduce -2.8% 36,619 $584K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +73.4% 35,730 $570K
Citadel Advisors 0.00% Reduce -94.6% 35,522 $566K
Norden Group LLC 0.06% Reduce -2.8% 35,225 $561K
JARISLOWSKY, FRASER Ltd 0.00% New 34,948 $557K
Kathmere Capital Management, LLC 0.04% Add +62.2% 34,705 $553K
Sivia Capital Partners, LLC 0.15% Reduce -2.1% 34,456 $549K
Te Ahumairangi Investment Management Ltd 0.09% No change 34,454 $549K
State Street Corp. 0.00% No change 34,020 $542K
EverSource Wealth Advisors, LLC 0.02% Add +5.6% 33,801 $539K
Guardian Capital LP 0.02% Add +100.4% 33,625 $536K
Elevation Point Wealth Partners, LLC 0.04% Add +3533.2% 33,607 $536K
Cetera Trust Company, N.A 0.29% No change 33,020 $526K
Bridgewater Advisors Inc. 0.04% Add +1.6% 34,785 $525K
GeoWealth Management, LLC 0.02% Add +236.5% 32,780 $523K
Legacy Financial Advisors, Inc. 0.07% New 32,083 $511K
Bleakley Financial Group, LLC 0.01% Add +1.9% 31,301 $499K
New York State Common Retirement Fund 0.00% No change 31,110 $496K
OneDigital Investment Advisors LLC 0.01% Add +0.7% 30,846 $492K
Trust Point Inc. 0.04% Add +22.9% 30,652 $489K
Clarius Group, LLC 0.03% Reduce -6.0% 29,236 $466K
Knights of Columbus Asset Advisors LLC 0.03% Add +24.2% 28,994 $462K
Pinnacle Associates Ltd. 0.01% No change 28,945 $461K
Keybank National Association 0.00% Add +18.1% 28,383 $452K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -6.6% 28,348 $452K
Seeds Investor LLC 0.09% Add +0.8% 28,136 $448K
Wedmont Private Capital 0.02% Reduce -0.6% 28,947 $439K
Shilanski & Associates, Inc. 0.11% Add +1.5% 26,734 $426K
Syon Capital LLC 0.02% Add +138.0% 26,312 $419K
Glenmede Investment Management, LP 0.00% Add +24.1% 26,066 $415K
Resonant Capital Advisors, LLC 0.02% Reduce -14.7% 26,042 $415K
Everpar Advisors LLC 0.16% Reduce -6.7% 25,435 $405K
Wealth Enhancement Advisory Services, LLC 0.00% Add +18.8% 26,067 $396K
PDS Planning, Inc 0.03% Add +0.4% 24,756 $395K
Beacon Pointe Advisors, LLC 0.00% Add +111.2% 24,301 $387K
Cromwell Holdings LLC 0.21% No change 24,134 $385K
Burns Matteson Capital Management, LLC 0.16% Add +20.2% 24,058 $383K
Lido Advisors, LLC 0.00% Add +6.5% 23,904 $381K
Hilltop Holdings Inc. 0.02% Add +13.6% 23,867 $380K
May Hill Capital, LLC 0.11% Add +19.7% 23,655 $377K
Venturi Wealth Management, LLC 0.02% Add +34.0% 23,318 $372K
Hardy Reed LLC 0.03% Add +11.3% 23,205 $370K
Principal Securities, Inc. 0.01% Add +62.0% 23,197 $370K
Commerce Bank 0.00% Add +34.4% 23,160 $369K
AXA Investment Managers S.A. 0.00% — 22,922 $365K
Abel Hall, LLC 0.15% Reduce -2.1% 22,850 $364K
180 Wealth Advisors, LLC 0.04% Reduce -2.0% 21,974 $350K
Acadian Asset Management LLC 0.00% No change 21,964 $350K
Advisors Preferred, LLC 0.05% New 21,524 $337K
a16z Perennial Management, L.P. 0.03% New 21,108 $336K
SYM FINANCIAL Corp 0.04% Add +4.2% 20,746 $331K
IHT Wealth Management, LLC 0.01% New 20,741 $331K
Blue Barn Wealth, LLC 0.15% Reduce -4.6% 20,728 $330K
Beverly Hills Private Wealth, LLC 0.06% Reduce -8.6% 20,381 $325K
HighPoint Advisor Group LLC 0.02% Add +6.8% 20,305 $324K
Choate Investment Advisors 0.01% No change 19,439 $310K
Mgo One Seven LLC 0.01% Add +12.1% 19,223 $306K
Riversedge Advisors, LLC 0.05% Add +16.9% 18,798 $300K
Windward Capital Management Co. 0.02% Reduce -0.6% 18,796 $300K
Sowell Financial Services LLC 0.01% Add +35.1% 18,679 $298K
Cambridge Investment Research Advisors, Inc. 0.00% Add +18.6% 18,525 $295K
Dauntless Investment Group, LLC 0.77% Reduce -50.8% 18,413 $294K
Waverly Advisors, LLC 0.00% Reduce -1.5% 18,370 $293K
Cozad Asset Management Inc. 0.02% Add +1.7% 18,247 $291K
Kingsview Wealth Management, LLC 0.00% Add +25.7% 18,222 $290K
Denali Advisors LLC 0.03% Reduce -35.7% 18,163 $290K
Brighton Jones LLC 0.01% Add +37.2% 18,033 $287K
Old National Bancorp 0.00% Reduce -3.0% 17,857 $285K
Apollon Wealth Management, LLC 0.01% Add +1.4% 17,661 $282K
Transamerica Financial Advisors, LLC 0.02% Reduce -16.8% 16,939 $270K
Foster Group, Inc. 0.01% Add +3.7% 16,811 $268K
Carter Financial Group, INC. 0.16% New 16,752 $267K
Balyasny Asset Management L.P. 0.00% Reduce -88.1% 16,496 $263K
Snowden Capital Advisors LLC 0.01% Add +11.3% 16,172 $258K
Fiduciary Trust Co 0.00% Add +14.4% 16,106 $257K
Seven Mile Advisory 0.04% Add +3.5% 16,094 $257K
Walkner Condon Financial Advisors LLC 0.04% Add +8.2% 16,020 $255K
One Wealth Capital Management, LLC 0.11% Add +8.7% 16,016 $255K
Sage Mountain Advisors LLC 0.01% Add +44.9% 15,716 $251K
Lanark Financial, Inc. 0.02% Reduce -2.2% 15,702 $250K
Thrivent Financial for Lutherans 0.00% Add +7.3% 15,685 $250K
Certuity, LLC 0.02% Reduce -11.6% 15,490 $247K
Hilltop National Bank 0.06% No change 15,217 $243K
Ashton Thomas Private Wealth, LLC 0.01% New 15,162 $242K
Merit Financial Group, LLC 0.00% Add +14.7% 15,154 $242K
MQS Management LLC 0.14% Add +22.4% 14,986 $239K
Allworth Financial LP 0.00% Add +14.7% 14,662 $234K
Canopy Partners, LLC 0.08% Add +8.3% 14,576 $232K
Jackson Thornton Wealth Management, LLC 0.02% Add +34.1% 15,015 $231K
Wrapmanager Inc. 0.07% Reduce -27.4% 14,326 $228K
Coastal Bridge Advisors, LLC 0.02% Add +3.3% 14,179 $226K
Cubist Systematic Strategies, LLC 0.00% Reduce -53.8% 14,137 $225K
Huntington National Bank 0.00% Add +4.9% 14,086 $225K
Alliance Wealth Advisors, LLC 0.05% Reduce -4.6% 14,028 $224K
Icon Wealth Advisors, LLC 0.02% Add +1.1% 14,015 $223K
Xponance LLC 0.00% Add +5.5% 13,991 $223K
VanderPol Investments L.L.C. 0.43% Add +4.2% 15,068 $223K
Accuvest Global Advisors 0.14% No change 13,868 $221K
Moors & Cabot, Inc. 0.01% Reduce -8.3% 13,850 $221K
Wallace Advisory Group, LLC 0.18% Reduce -17.9% 16,053 $220K
First Affirmative Financial Network 0.10% Reduce -10.9% 13,613 $217K
Sapient Capital LLC 0.00% New 13,584 $216K
Perigon Wealth Management, LLC 0.00% Add +25.7% 13,502 $215K
NewEdge Wealth, LLC 0.00% New 14,264 $215K
Savant Capital, LLC 0.00% Add +6.1% 13,374 $213K
U.S. Capital Wealth Advisors, LLC 0.01% Add +8.7% 13,239 $211K
Alliancebernstein L.P. 0.00% New 13,235 $211K
Moody National Bank Trust Division 0.02% Add +4.8% 13,069 $208K
Verus Capital Partners, LLC 0.02% Reduce -12.2% 13,000 $207K
Dynamic Advisor Solutions LLC 0.01% Add +4.2% 12,711 $203K
Sunpointe, LLC 0.07% No change 12,204 $195K
Independent Solutions Wealth Management, LLC 0.03% Add +4.1% 12,111 $193K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -3.7% 12,024 $192K
Baker Tilly Wealth Management, LLC 0.04% Add +1.3% 11,983 $191K
Calydon Capital 0.03% Reduce -46.7% 11,933 $190K
Florida Trust Wealth Management Co 0.01% No change 11,681 $186K
Premier Path Wealth Partners, LLC 0.02% No change 11,675 $186K
Evoke Wealth, LLC 0.00% New 11,502 $183K
Alta Capital Management LLC/ 0.01% New 11,420 $182K
HBK Sorce Advisory LLC 0.00% Add +3.6% 11,950 $181K
Stratos Wealth Partners, LTD. 0.00% New 11,238 $179K
Almanack Investment Partners, LLC. 0.03% New 11,224 $179K
Ariadne Wealth Management, LP 0.08% No change 11,485 $177K
Walleye Trading LLC 0.00% No change 10,946 $174K
Frank, Rimerman Advisors LLC 0.01% Add +1.1% 10,744 $171K
Ascent Group, LLC 0.01% Add +2.5% 10,675 $170K
Cresset Asset Management, LLC 0.00% Add +4.9% 10,499 $170K
Pinnacle Financial Partners Inc 0.00% New 10,446 $167K
Integrated Advisors Network LLC 0.01% New 10,433 $166K
Fidelis Capital Partners, LLC 0.01% No change 10,415 $166K
Earned Wealth Advisors, LLC 0.03% New 10,234 $163K
Advisory Services Network, LLC 0.00% New 10,193 $162K
apricus wealth, LLC 0.09% No change 10,000 $159K
Onyx Bridge Wealth Group LLC 0.02% No change 10,000 $159K
Focus Partners Advisor Solutions, LLC 0.00% New 10,288 $159K
LRI Investments, LLC 0.01% Add +0.9% 9,764 $156K
Rothschild Investment LLC 0.01% Add +34.6% 8,279 $132K
Golden State Wealth Management, LLC 0.01% No change 7,534 $120K
Global Retirement Partners, LLC 0.00% Add +17.5% 7,131 $114K
CIBC Private Wealth Group LLC 0.00% Reduce -35.2% 6,846 $109K
Parkside Financial Bank & Trust 0.01% Add +19.3% 6,292 $100K
Nisa Investment Advisors, LLC 0.00% No change 6,000 $96K
Summit Wealth Group LLC / Co. 0.01% New 11,242 $95K
Steward Partners Investment Advisory, LLC 0.00% Add +25.5% 5,956 $95K
Addison Advisors LLC 0.02% Add +10.8% 5,588 $89K
Deutsche Bank AG 0.00% No change 4,592 $73K
Group One Trading LLC 0.00% Reduce -52.5% 4,384 $70K
TD Private Client Wealth LLC 0.00% Add +7.2% 4,132 $66K
Community Bank, N.A. 0.01% New 3,903 $62K
Pin Oak Investment Advisors Inc. 0.04% Add +113.8% 3,894 $62K
Salomon & Ludwin, LLC 0.01% Add +2588.1% 3,844 $61K
Manchester Capital Management LLC 0.01% Reduce -73.9% 3,762 $60K
Horizon Investments, LLC 0.00% Add +25.8% 3,575 $57K
Cwm, LLC 0.00% Add +188.9% 3,504 $56K
JFS Wealth Advisors, LLC 0.00% No change 3,348 $53K
True Wealth Design, LLC 0.02% New 3,100 $49K
Simplex Trading, LLC 0.00% New 3,060 $48K
Private Trust Co. NA 0.00% Add +6.6% 2,797 $45K
Ameritas Advisory Services, LLC 0.00% Add +2.8% 2,685 $43K
IFP Advisors, Inc 0.00% Reduce -15.7% 2,653 $42K
MAI Capital Management 0.00% Reduce -85.6% 2,604 $42K
Financial Management Professionals, Inc. 0.00% Reduce -2.6% 2,388 $38K
Capital Analysts, LLC 0.00% No change 2,254 $36K
Boyd Watterson Asset Management LLC 0.01% Reduce -19.4% 2,238 $36K
Redmont Wealth Advisors LLC 0.05% No change 2,173 $35K
JPL Wealth Management, LLC 0.01% New 2,161 $34K
Westside Investment Management, Inc. 0.00% Add +100.0% 1,846 $29K
Key Financial Inc 0.01% No change 1,832 $29K
Highline Wealth Partners LLC 0.01% Add +32.5% 1,766 $28K
Harbour Investments, Inc. 0.00% Add +251.7% 1,734 $28K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -30.8% 1,652 $26K
Inlight Wealth Management, LLC 0.01% No change 1,500 $24K
Physician Wealth Advisors, Inc. 0.00% Add +2.1% 1,478 $24K
Macquarie Group Ltd. 0.00% Add +3.6% 1,416 $23K
Grove Bank & Trust 0.00% No change 1,365 $22K
Essential Partners LLC 0.01% New 1,357 $22K
Root Financial Partners, LLC 0.00% New 1,306 $21K
Cornerstone Planning Group LLC 0.00% Add +40.6% 1,274 $19K
Mather Group, Llc. 0.00% New 1,207 $19K
Asset Dedication, LLC 0.00% No change 1,205 $19K
FSA Wealth Management LLC 0.01% No change 1,200 $19K
Binnacle Investments Inc 0.01% Add +78.9% 1,172 $19K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,158 $18K
Fairscale Capital, LLC 0.01% No change 1,135 $18K
AdvisorNet Financial, Inc 0.00% Reduce -7.1% 1,096 $17K
Tower Research Capital LLC (TRC) 0.00% Add +33.2% 1,095 $17K
Fortitude Family Office, LLC 0.00% No change 1,093 $17K
Montag A & Associates Inc. 0.00% Add +40.5% 1,073 $17K
Oakworth Capital, Inc. 0.00% No change 1,066 $17K
Caitong International Asset Management Co., Ltd 0.01% New 1,035 $16K
West Oak Capital, LLC 0.01% No change 1,000 $16K
Creative Financial Designs Inc. 0.00% Add +15.8% 954 $15K
UMB Bank, n.a. 0.00% Reduce -1.3% 867 $14K
TD Capital Management LLC 0.00% Add +0.3% 802 $13K
Salem Investment Counselors Inc. 0.00% No change 787 $13K
Bare Financial Services, Inc 0.00% Add +17.5% 780 $12K
Dunhill Financial, LLC 0.00% Add +5.4% 756 $12K
CoreCap Advisors, LLC 0.00% No change 745 $12K
Atlantic Union Bankshares Corp 0.00% New 726 $12K
Guerra Advisors Inc 0.00% New 659 $11K
Glass Jacobson Investment Advisors llc 0.00% No change 650 $10K
Principia Wealth Advisory, LLC 0.01% Add +170.3% 627 $10K
Bruce G. Allen Investments, LLC 0.01% No change 611 $10K
Larson Financial Group LLC 0.00% Add +286.5% 603 $10K
Retirement Wealth Solutions LLC 0.01% Add +144.4% 594 $9K
MPWM Advisory Solutions, LLC 0.01% No change 578 $9K
Rosenberg Matthew Hamilton 0.00% No change 554 $9K
CNB Bank 0.00% No change 535 $9K
First PREMIER Bank 0.00% New 474 $8K
Wealth Watch Advisors, INC 0.00% New 483 $8K
Ascentis Wealth Management, LLC 0.00% Add +7.7% 475 $8K
Sunbelt Securities, Inc. 0.00% Add +33.8% 459 $7K
Wealthspire Advisors, LLC 0.00% New 453 $7K
Park Place Capital Corp 0.00% No change 452 $7K
Brown Brothers Harriman & Co. 0.00% Reduce -28.8% 432 $7K
Ameriflex Group, Inc. 0.00% New 430 $7K
Bangor Savings Bank 0.00% No change 429 $7K
Bell Investment Advisors, Inc 0.00% Reduce -15.7% 397 $6K
KERR FINANCIAL PLANNING Corp 0.01% — 404 $6K
Rossby Financial, LCC 0.00% Add +110.5% 400 $6K
CENTRAL TRUST Co 0.00% Reduce -27.1% 389 $6K
Pinnacle Bancorp, Inc. 0.00% No change 386 $6K
Steigerwald, Gordon & Koch Inc. 0.00% New 379 $6K
HighMark Wealth Management LLC 0.00% Add +0.8% 364 $6K
Clean Yield Group 0.00% No change 339 $5K
Provenance Wealth Advisors, LLC 0.00% No change 327 $5K
Zions Bancorporation, National Association 0.00% No change 303 $5K
Sound Income Strategies, LLC 0.00% No change 304 $5K
Barclays PLC 0.00% Reduce -73.4% 290 $5K
Beaird Harris Wealth Management, LLC 0.00% Add +39.3% 287 $5K
Ancora Advisors LLC 0.00% Add +64.2% 271 $4K
Wolff Wiese Magana LLC 0.00% New 261 $4K
Westend Capital Management, LLC 0.00% New 249 $4K
Cullen/Frost Bankers, Inc. 0.00% Add +1.2% 245 $4K
Spire Wealth Management 0.00% No change 237 $4K
CVA Family Office, LLC 0.00% Add +53.7% 226 $4K
Financial Consulate, Inc. 0.00% New 194 $3K
Granite FO LLC 0.00% No change 186 $3K
Kozak & Associates, Inc. 0.00% New 189 $3K
WealthCollab, LLC 0.00% No change 171 $3K
American Capital Advisory, LLC 0.00% New 157 $3K
St Germain D J Co. Inc. 0.00% New 146 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 145 $2K
Crewe Advisors LLC 0.00% New 133 $2K
GPS Wealth Strategies Group, LLC 0.00% No change 131 $2K
Centerpoint Advisors, LLC 0.00% New 156 $2K
Avion Wealth 0.00% No change 169 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 122 $2K
Armstrong Advisory Group, Inc. 0.00% No change 120 $2K
Albion Financial Group 0.00% No change 112 $2K
WPG Advisers, LLC 0.00% No change 82 $1K
First Pacific Financial 0.00% New 65 $1K
North Star Investment Management Corp. 0.00% New 48 $765
Financial Gravity Asset Management, Inc. 0.00% — 47 $749
Palisade Asset Management, LLC 0.00% New 45 $718
Bear Mountain Capital, Inc. 0.00% New 12 $183
Rise Advisors, LLC 0.00% No change 1 $17

"% 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.