Mitsubishi Ufj Finl-Spon ADRMUFG
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $37.2M |
| Exits | 56 | $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.