Mitsubishi Ufj Finl-Spon ADRMUFG
13F holders, Q4 2025 (December 31)530holders +42
67new positions
41sold out
8famous investors
$15.87avg. 13F price*
At the end of Q4 2025, 530 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings, up 42 from Q3 2025. 67 opened new positions and 41 sold out. The largest holders were Fisher Asset Management ($1.5B), Aristotle Capital Management, LLC ($854.5M) and Goldman Sachs Group Inc. ($222.4M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Mitsubishi Ufj Finl-Spon ADR
- CUSIP
- 606822104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $58.3M |
| Exits | 41 | $35.5M |
All 13F filers, Q3 2025 → Q4 2025: 21,269,116 shares bought and 25,957,122 shares sold, net −4,688,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 530 holders
| Fisher Asset Management | 0.50% | Add +2.0% | 93,276,119 | $1.5B |
| Aristotle Capital Management, LLC | 1.71% | Reduce -4.4% | 53,880,015 | $854.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +0.8% | 14,021,954 | $222.4M |
| Bank of America Corp. | 0.02% | Reduce -7.4% | 13,165,937 | $208.8M |
| Northern Trust Corp. | 0.02% | Reduce -0.5% | 11,338,503 | $179.8M |
| BlackRock, Inc. | 0.00% | Add +15.5% | 10,258,642 | $162.7M |
| Morgan Stanley | 0.01% | Reduce -1.1% | 6,904,972 | $109.5M |
| Clearbridge Investments, LLC | 0.09% | Add +20.0% | 6,730,203 | $106.7M |
| FMR LLC | 0.00% | Add +5.2% | 6,066,090 | $96.2M |
| Chevy Chase Trust Holdings, LLC | 0.26% | Reduce -3.3% | 6,016,887 | $95.4M |
| Royal Bank of Canada | 0.02% | Reduce -24.6% | 5,977,067 | $94.8M |
| FIL Ltd | 0.06% | Add +11.6% | 5,026,845 | $79.7M |
| Toronto Dominion Bank | 0.14% | Add +251.7% | 4,816,589 | $76.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -16.0% | 4,153,069 | $65.9M |
| Todd Asset Management LLC | 1.25% | Reduce -1.4% | 4,053,197 | $64.3M |
| Sei Investments Co. | 0.06% | Add +0.6% | 3,864,366 | $61.3M |
| American Century Companies Inc. | 0.02% | Add +14.6% | 2,953,670 | $46.8M |
| Natixis Advisors, LLC | 0.06% | Reduce -81.0% | 2,520,145 | $40.0M |
| Teachers Retirement System of the State of Kentucky | 0.30% | No change | 2,506,310 | $39.8M |
| JPMorgan Chase & Co. | 0.00% | Add +15.1% | 2,489,093 | $39.5M |
| Wells Fargo & Company | 0.01% | Reduce -16.7% | 2,409,533 | $38.2M |
| UBS Group AG | 0.01% | Add +48.9% | 2,350,819 | $37.3M |
| Quantinno Capital Management LP | 0.06% | Add +24.9% | 1,976,543 | $31.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.4% | 1,974,205 | $31.3M |
| Stifel Financial Corp. | 0.03% | Reduce -1.8% | 1,786,592 | $28.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.5% | 1,636,262 | $26.0M |
| D. E. Shaw & Co. | 0.02% | New | 1,438,355 | $22.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -54.0% | 1,306,882 | $20.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.6% | 1,283,242 | $20.4M |
| AQR Capital Management | 0.01% | Add +25.0% | 1,172,022 | $18.6M |
| Creative Planning | 0.01% | Add +9.5% | 1,168,390 | $18.5M |
| National Bank of Canada | 0.02% | Add +8.1% | 1,115,580 | $17.7M |
| Jane Street Group, LLC | 0.02% | Add +712.0% | 1,113,692 | $17.7M |
| SCS Capital Management LLC | 0.19% | Reduce -0.2% | 1,109,514 | $17.6M |
| Capital Wealth Planning, LLC | 0.11% | Add +3.0% | 1,098,901 | $17.5M |
| Invesco Ltd. | 0.00% | Reduce -3.3% | 1,093,524 | $17.3M |
| Neuberger Berman Group LLC | 0.01% | Add +2.2% | 1,068,721 | $17.0M |
| Thornburg Investment Management Inc. | 0.21% | Reduce -7.1% | 1,027,642 | $16.3M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +8.7% | 996,963 | $15.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +287.3% | 983,288 | $15.6M |
| 1832 Asset Management L.P. | 0.02% | Add +40.7% | 965,767 | $15.3M |
| Citadel Advisors | 0.01% | Add +2512.5% | 928,021 | $14.7M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +4.4% | 855,261 | $13.6M |
| DV Equities, LLC | 2.45% | — | 853,929 | $13.5M |
| Crossmark Global Holdings, Inc. | 0.18% | Reduce -13.6% | 795,668 | $12.6M |
| Cerity Partners LLC | 0.02% | Add +0.6% | 754,010 | $12.0M |
| LPL Financial LLC | 0.00% | Add +7.1% | 738,283 | $11.7M |
| Guardian Partners Inc. | 0.85% | Add +1.5% | 573,638 | $10.6M |
| Trexquant Investment LP | 0.09% | Add +20.9% | 622,807 | $9.9M |
| Boston Common Asset Management, LLC | 0.57% | Add +3.7% | 593,184 | $9.4M |
| QRG Capital Management, Inc. | 0.10% | Add +1.3% | 589,625 | $9.4M |
| Pathstone Holdings, LLC | 0.04% | Add +12.9% | 576,992 | $9.2M |
| Cibc World Market Inc. | 0.02% | Reduce -0.2% | 573,608 | $9.1M |
| Tudor Investment Corporation | 0.05% | Add +6.5% | 568,938 | $9.0M |
| Permanens Capital L.P. | 1.10% | Add +34.9% | 533,233 | $8.5M |
| XTX Topco Ltd | 0.22% | Add +714.2% | 526,856 | $8.4M |
| Journey Advisory Group, LLC | 0.68% | Reduce -0.7% | 512,737 | $8.1M |
| TD Asset Management Inc | 0.01% | Reduce -4.7% | 511,322 | $8.1M |
| Westfield Capital Management Co. LP | 0.03% | Reduce -1.3% | 510,711 | $8.1M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Reduce -0.6% | 506,154 | $8.0M |
| Moran Wealth Management, LLC | 0.24% | Add +37.6% | 486,468 | $7.7M |
| Ramirez Asset Management, Inc. | 0.99% | Add +3.5% | 472,782 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.3% | 455,699 | $7.2M |
| Old Mission Capital LLC | 0.27% | New | 436,157 | $6.9M |
| MML Investors Services, LLC | 0.02% | Add +19.6% | 425,282 | $6.7M |
| Baron Capital (BAMCO) | 0.02% | Reduce -6.4% | 422,964 | $6.7M |
| Truist Financial Corp. | 0.01% | Add +3.8% | 422,888 | $6.7M |
| US Bancorp \de | 0.01% | Add +8.1% | 417,279 | $6.6M |
| Vident Advisory, LLC | 0.06% | Add +0.1% | 413,237 | $6.6M |
| Abn Amro Investment Solutions | 0.09% | Reduce -11.8% | 398,800 | $6.3M |
| Citigroup Inc. | 0.00% | Reduce -51.5% | 398,195 | $6.3M |
| Factory Mutual Insurance Co. | 0.06% | No change | 394,330 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +1.9% | 384,783 | $6.1M |
| Quadrant Capital Group LLC | 0.18% | Add +4.8% | 366,750 | $5.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.4% | 356,372 | $5.7M |
| Eagle Global Advisors LLC | 0.21% | Reduce -1.6% | 353,324 | $5.6M |
| Augustine Asset Management Inc. | 1.11% | Add +0.1% | 351,348 | $5.6M |
| M&T Bank Corp | 0.02% | Reduce -6.4% | 350,181 | $5.6M |
| Bessemer Group Inc. | 0.01% | Reduce -12.5% | 345,194 | $5.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -25.5% | 334,880 | $5.3M |
| Mariner, LLC | 0.01% | Add +5.6% | 329,123 | $5.2M |
| TD Waterhouse Canada Inc. | 0.03% | Add +18.8% | 325,033 | $5.2M |
| Forum Financial Management, LP | 0.07% | No change | 322,044 | $5.1M |
| Callan Family Office, LLC | 0.11% | Add +37.7% | 314,210 | $5.0M |
| First Trust Advisors LP | 0.00% | Reduce -4.2% | 312,364 | $5.0M |
| Vise Technologies, Inc. | 0.10% | Add +7.6% | 311,795 | $4.9M |
| Curi Capital, LLC | 0.09% | Add +36.0% | 311,104 | $4.9M |
| Pekin Hardy Strauss, Inc. | 0.44% | Add +9.4% | 300,124 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.2% | 296,893 | $4.7M |
| Focus Partners Wealth | 0.01% | Add +35.3% | 294,450 | $4.7M |
| Signaturefd, LLC | 0.07% | Add +1.2% | 287,600 | $4.6M |
| Massar Capital Management, LP | 0.87% | Add +88.5% | 280,000 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.0% | 278,814 | $4.4M |
| Atria Investments, Inc | 0.05% | Add +7.5% | 268,240 | $4.3M |
| Ritholtz Wealth Management | 0.08% | Add +3.0% | 262,461 | $4.2M |
| Allianz SE | 0.05% | No change | 255,000 | $4.0M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Reduce -29.5% | 239,064 | $3.8M |
| Bank of Montreal | 0.00% | Add +4.2% | 238,779 | $3.8M |
| Seldon Capital LP | 1.29% | No change | 234,566 | $3.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +28.6% | 232,453 | $3.7M |
| Point72 Asset Management | 0.01% | Reduce -74.3% | 229,846 | $3.6M |
| Naviter Wealth, LLC | 0.47% | Reduce -16.4% | 227,118 | $3.6M |
| Exencial Wealth Advisors, LLC | 0.10% | Add +6.0% | 207,874 | $3.3M |
| Altman Advisors, Inc. | 1.21% | Add +0.7% | 202,771 | $3.2M |
| Rhumbline Advisers | 0.00% | Add +25.8% | 202,076 | $3.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.07% | New | 200,288 | $3.2M |
| Alaethes Wealth, LLC | 0.89% | Reduce -0.3% | 198,399 | $3.1M |
| Fulcrum Wealth Advisors, LLC | 2.51% | — | 192,176 | $3.0M |
| Ieq Capital, LLC | 0.01% | Add +81.0% | 191,521 | $3.0M |
| Park Avenue Securities LLC | 0.02% | Add +29.4% | 183,439 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -5.3% | 182,101 | $2.9M |
| Brooklyn Investment Group | 0.13% | Add +159.3% | 178,372 | $2.8M |
| JCIC Asset Management Inc. | 0.87% | New | 178,640 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.9% | 177,999 | $2.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +13.2% | 177,099 | $2.8M |
| Compound Planning, Inc. | 0.08% | Add +13.7% | 173,730 | $2.8M |
| Campbell & CO Investment Adviser LLC | 0.13% | Add +188.1% | 172,340 | $2.7M |
| Diversify Wealth Management, LLC | 0.12% | Add +5.2% | 153,111 | $2.7M |
| Jain Global LLC | 0.03% | Reduce -29.9% | 166,171 | $2.6M |
| Caprock Group, LLC | 0.06% | Add +6.8% | 165,400 | $2.6M |
| Evergreen Capital Management LLC | 0.06% | Add +2.3% | 161,976 | $2.6M |
| Dorsey Wright & Associates | 0.55% | Add +3.7% | 160,112 | $2.5M |
| Engineers Gate Manager LP | 0.03% | Add +104.3% | 159,973 | $2.5M |
| DRW Securities, LLC | 0.19% | New | 158,499 | $2.5M |
| Qtron Investments LLC | 0.32% | Reduce -7.8% | 154,238 | $2.4M |
| Madison Asset Management, LLC | 0.03% | Reduce -4.7% | 149,570 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +3.6% | 142,121 | $2.3M |
| Walleye Capital LLC | 0.01% | New | 137,115 | $2.2M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -7.3% | 132,002 | $2.1M |
| Federated Hermes, Inc. | 0.00% | Reduce -56.6% | 131,290 | $2.1M |
| Ethic Inc. | 0.03% | Reduce -0.5% | 126,806 | $2.0M |
| Evolve Private Wealth, LLC | 0.12% | — | 125,844 | $2.0M |
| BTC Capital Management, Inc. | 0.14% | Reduce -0.3% | 125,518 | $2.0M |
| Flow Traders U.S. LLC | 0.06% | New | 123,765 | $2.0M |
| Legacy Wealth Asset Management, LLC | 0.48% | Reduce -13.8% | 123,321 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Add +41.7% | 121,969 | $1.9M |
| Greenleaf Trust | 0.02% | Add +5.5% | 120,967 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Add +15.9% | 116,311 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.9% | 100,670 | $1.8M |
| Bailard, Inc. | 0.04% | Reduce -1.1% | 113,339 | $1.8M |
| Henry James International Management Inc. | 0.56% | Add +0.2% | 112,886 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +42.0% | 112,137 | $1.8M |
| Millennium Management | 0.00% | Reduce -23.6% | 111,923 | $1.8M |
| Intrust Bank NA | 0.15% | Add +2.5% | 110,884 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.4% | 110,744 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Add +58.4% | 109,725 | $1.7M |
| Aaron Wealth Advisors LLC | 0.09% | Add +28.6% | 107,170 | $1.7M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -40.5% | 106,937 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.0% | 106,900 | $1.7M |
| AdvisorShares Investments LLC | 0.28% | Add +2.2% | 105,737 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +160.9% | 104,592 | $1.7M |
| Confluence Investment Management LLC | 0.02% | Add +2.8% | 103,912 | $1.6M |
| 17 Capital Partners, LLC | 0.84% | No change | 102,245 | $1.6M |
| Aquatic Capital Management LLC | 0.05% | Reduce -37.3% | 101,760 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +34.5% | 98,380 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +24.9% | 99,192 | $1.6M |
| Smartleaf Asset Management LLC | 0.06% | Add +8.6% | 97,819 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.3% | 97,855 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +109.3% | 97,578 | $1.5M |
| Choreo, LLC | 0.02% | Add +5.6% | 93,557 | $1.5M |
| Deutsche Bank AG | 0.00% | Add +1762.2% | 85,512 | $1.4M |
| Quantbot Technologies LP | 0.04% | New | 84,995 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -7.9% | 84,901 | $1.3M |
| &partners | 0.01% | Add +6.5% | 84,538 | $1.3M |
| Fifth Third Bancorp | 0.00% | Add +3.8% | 81,818 | $1.3M |
| Hancock Whitney Corp. | 0.02% | Reduce -5.9% | 81,093 | $1.3M |
| Calamos Wealth Management LLC | 0.04% | Reduce -5.7% | 80,843 | $1.3M |
| Lockheed Martin Investment Management Co. | 0.04% | No change | 80,400 | $1.3M |
| Marks Group Wealth Management, Inc | 0.12% | Add +33.3% | 79,673 | $1.3M |
| Quadrature Capital Ltd | 0.01% | New | 79,088 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Reduce -13.2% | 78,526 | $1.2M |
| Credit Agricole S A | 0.00% | New | 77,968 | $1.2M |
| Highland Capital Management, LLC | 0.06% | Reduce -11.0% | 77,050 | $1.2M |
| Ballentine Partners, LLC | 0.02% | Add +3.4% | 76,526 | $1.2M |
| CIBC Asset Management Inc | 0.00% | New | 75,309 | $1.2M |
| AlphaCore Capital LLC | 0.03% | Reduce -12.2% | 75,114 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | Add +342.8% | 73,040 | $1.2M |
| Checchi Capital Advisers, LLC | 0.08% | Add +0.1% | 72,638 | $1.2M |
| Marshall Wace, LLP | 0.00% | Reduce -60.7% | 71,407 | $1.1M |
| Diversify Advisory Services, LLC | 0.04% | Add +9.8% | 59,232 | $1.1M |
| West Family Investments, Inc. | 0.26% | Add +6.0% | 69,674 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Add +10.0% | 69,667 | $1.1M |
| Wealth Alliance, LLC | 0.10% | Add +9.6% | 67,411 | $1.1M |
| Ewa, LLC | 0.26% | Reduce -0.1% | 66,023 | $1.0M |
| Barometer Capital Management Inc. | 0.25% | Add +2.0% | 59,700 | $1.0M |
| Silver Oak Securities, Incorporated | 0.07% | Add +25.4% | 64,419 | $1.0M |
| Harbour Capital Advisors, LLC | 0.21% | Add +2.6% | 63,450 | $1.0M |
| Ballast Advisors LLC | 0.28% | No change | 63,282 | $1.0M |
| Dynasty Wealth Management, LLC | 0.01% | Add +14.9% | 62,576 | $992K |
| Abel Hall, LLC | 0.23% | Add +169.3% | 61,535 | $976K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 60,492 | $959K |
| Portside Wealth Group, LLC | 0.13% | Add +22.2% | 60,276 | $956K |
| Themes Management Co LLC | 0.76% | — | 59,901 | $950K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.9% | 59,728 | $947K |
| Limestone Investment Advisors LP | 0.67% | New | 59,213 | $939K |
| Versant Capital Management, Inc | 0.12% | Add +12.9% | 58,387 | $926K |
| Assetmark, Inc. | 0.00% | Add +7.4% | 57,257 | $908K |
| GAMMA Investing LLC | 0.05% | Add +8.6% | 56,586 | $897K |
| Global Retirement Partners, LLC | 0.02% | Add +688.4% | 56,217 | $892K |
| Franklin Resources Inc. | 0.00% | Add +3.2% | 56,040 | $889K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -20.7% | 55,832 | $887K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 55,762 | $884K |
| RNC Capital Management LLC | 0.04% | Add +4.3% | 55,697 | $883K |
| Flputnam Investment Management Co. | 0.01% | Add +2.7% | 55,359 | $878K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -0.2% | 55,092 | $874K |
| DAVENPORT & Co LLC | 0.00% | Reduce -41.0% | 54,922 | $871K |
| Atlas Capital Advisors Inc. | 0.10% | — | 54,644 | $867K |
| NewEdge Advisors, LLC | 0.00% | Add +10.3% | 53,238 | $844K |
| Sivia Capital Partners, LLC | 0.17% | Add +53.2% | 52,796 | $837K |
| Nations Financial Group Inc, /Ia/ | 0.04% | New | 52,760 | $837K |
| Valeo Financial Advisors, LLC | 0.02% | Add +5.1% | 52,283 | $829K |
| Personal Cfo Solutions, LLC | 0.13% | Add +4.1% | 51,749 | $821K |
| DMC Group, LLC | 0.54% | Add +17.5% | 50,803 | $806K |
| XY Capital Ltd | 0.82% | Reduce -53.8% | 50,755 | $805K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -17.1% | 49,190 | $780K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.7% | 48,960 | $776K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.7% | 48,578 | $770K |
| Henshaw Capital LLC | 0.03% | No change | 48,563 | $770K |
| Linden Thomas Advisory Services, LLC | 0.08% | Add +5.6% | 48,561 | $770K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -6.8% | 48,401 | $768K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.2% | 47,748 | $757K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.6% | 47,690 | $756K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.6% | 47,537 | $754K |
| Successful Portfolios LLC | 0.38% | Add +0.0% | 44,032 | $753K |
| Parallel Advisors, LLC | 0.01% | Add +3.3% | 47,124 | $747K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -1.8% | 46,993 | $745K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 46,973 | $745K |
| Glenmede Trust Co. NA | 0.00% | — | 46,197 | $733K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.3% | 45,886 | $728K |
| Louisbourg Investments Inc. | 0.14% | Add +0.7% | 45,632 | $724K |
| Venturi Wealth Management, LLC | 0.03% | Add +94.2% | 45,275 | $718K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -9.8% | 45,212 | $717K |
| Blair William & Co. | 0.00% | Add +0.9% | 45,134 | $716K |
| Keybank National Association | 0.00% | Add +52.3% | 43,231 | $686K |
| Five Oceans Advisors | 0.24% | No change | 43,112 | $684K |
| Trust Point Inc. | 0.05% | Add +40.3% | 42,992 | $682K |
| Cordatus Wealth Management LLC | 0.15% | Reduce -4.0% | 41,554 | $659K |
| Principal Securities, Inc. | 0.01% | Add +78.2% | 41,335 | $656K |
| Bridgewater Advisors Inc. | 0.04% | Add +3.0% | 35,841 | $654K |
| Aprio Wealth Management, LLC | 0.04% | Add +9.3% | 40,931 | $654K |
| Acadian Asset Management LLC | 0.00% | Add +87.9% | 41,264 | $654K |
| InTrack Investment Management Inc | 0.36% | Add +3.9% | 40,989 | $650K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.9% | 40,503 | $642K |
| Entropy Technologies, LP | 0.03% | Add +5.7% | 39,079 | $620K |
| Optas, LLC | 0.10% | Add +1.4% | 38,917 | $617K |
| Gallacher Capital Management LLC | 0.24% | Add +0.1% | 38,889 | $617K |
| Sage Rhino Capital LLC | 0.11% | Reduce -4.0% | 38,021 | $603K |
| Kathmere Capital Management, LLC | 0.04% | Add +8.2% | 37,544 | $595K |
| Traveka Wealth, LLC | 0.24% | Add +0.2% | 37,406 | $593K |
| Fiera Capital Corp | 0.00% | New | 37,342 | $592K |
| Norden Group LLC | 0.06% | Add +5.1% | 37,024 | $587K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +37.0% | 35,710 | $587K |
| Keel Point, LLC | 0.04% | Add +0.1% | 36,649 | $581K |
| Anchyra Partners LLC | 0.18% | — | 36,248 | $575K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +2.6% | 34,679 | $550K |
| Third View Private Wealth, LLC | 0.07% | — | 34,501 | $547K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +40.2% | 34,072 | $540K |
| Cwm, LLC | 0.00% | Add +871.0% | 34,024 | $540K |
| State Street Corp. | 0.00% | No change | 34,020 | $540K |
| Guardian Capital LP | 0.02% | No change | 33,625 | $533K |
| Arax Advisory Partners | 0.02% | Reduce -70.5% | 33,596 | $533K |
| Cetera Trust Company, N.A | 0.28% | No change | 33,020 | $524K |
| Squarepoint Ops LLC | 0.00% | New | 32,982 | $523K |
| Hunter Perkins Capital Management, LLC | 0.12% | Reduce -20.1% | 32,700 | $519K |
| Waverly Advisors, LLC | 0.00% | Add +73.7% | 31,912 | $506K |
| Wedmont Private Capital | 0.02% | Add +4.8% | 30,339 | $500K |
| Headlands Technologies LLC | 0.04% | New | 31,308 | $497K |
| GeoWealth Management, LLC | 0.02% | Reduce -4.5% | 31,303 | $496K |
| New York State Common Retirement Fund | 0.00% | No change | 31,110 | $493K |
| Syon Capital LLC | 0.02% | Add +18.1% | 31,069 | $493K |
| Main Street Research LLC | 0.03% | New | 30,205 | $479K |
| Clarius Group, LLC | 0.03% | No change | 29,236 | $464K |
| Seeds Investor LLC | 0.09% | Add +3.1% | 29,012 | $460K |
| Knights of Columbus Asset Advisors LLC | 0.03% | No change | 28,994 | $460K |
| Pinnacle Associates Ltd. | 0.01% | No change | 28,945 | $459K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +1.2% | 28,690 | $455K |
| Basecamp Wealth Advisors LLC | 0.10% | — | 28,371 | $450K |
| Frec Markets, Inc. | 0.13% | — | 27,585 | $438K |
| HRT Financial LP | 0.00% | Reduce -70.6% | 27,589 | $437K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -18.4% | 27,413 | $435K |
| Burns Matteson Capital Management, LLC | 0.17% | Add +9.9% | 26,440 | $419K |
| Blue Trust, Inc. | 0.00% | Reduce -68.5% | 26,397 | $419K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -14.6% | 26,339 | $418K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -0.0% | 26,031 | $413K |
| Abc Arbitrage SA | 0.04% | New | 25,442 | $404K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -20.2% | 24,974 | $396K |
| PDS Planning, Inc | 0.03% | No change | 24,756 | $393K |
| Hilltop Holdings Inc. | 0.02% | Add +3.4% | 24,688 | $392K |
| Cromwell Holdings LLC | 0.21% | No change | 24,134 | $383K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 23,905 | $381K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -36.8% | 23,423 | $371K |
| Mgo One Seven LLC | 0.01% | Add +20.5% | 23,166 | $367K |
| EP Wealth Advisors, LLC | 0.00% | — | 22,957 | $364K |
| Hardy Reed LLC | 0.03% | Reduce -1.1% | 22,953 | $364K |
| Te Ahumairangi Investment Management Ltd | 0.06% | Reduce -34.8% | 22,454 | $356K |
| Brandes Investment Partners, LP | 0.00% | Reduce -97.7% | 22,094 | $350K |
| May Hill Capital, LLC | 0.09% | Reduce -6.7% | 22,077 | $350K |
| Capital Fund Management S.A. | 0.00% | Reduce -83.3% | 22,056 | $350K |
| IHT Wealth Management, LLC | 0.01% | Add +6.3% | 22,046 | $350K |
| SYM FINANCIAL Corp | 0.03% | Add +2.8% | 21,329 | $338K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -70.7% | 21,274 | $337K |
| a16z Perennial Management, L.P. | 0.03% | No change | 21,108 | $335K |
| Everpar Advisors LLC | 0.12% | Reduce -20.0% | 20,347 | $323K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -0.6% | 20,262 | $321K |
| Legacy Wealth Partners, LLC | 0.08% | — | 20,154 | $320K |
| Independent Advisor Alliance | 0.01% | New | 20,152 | $320K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -2.0% | 19,897 | $316K |
| Riversedge Advisors, LLC | 0.05% | Add +5.7% | 19,876 | $315K |
| Commerce Bank | 0.00% | Reduce -14.4% | 19,826 | $314K |
| NewEdge Wealth, LLC | 0.00% | Add +38.0% | 19,681 | $312K |
| One Wealth Capital Management, LLC | 0.13% | Add +21.6% | 19,482 | $309K |
| Choate Investment Advisors | 0.01% | No change | 19,439 | $308K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -12.1% | 19,320 | $306K |
| Snowden Capital Advisors LLC | 0.01% | Add +19.4% | 19,314 | $306K |
| Florida Trust Wealth Management Co | 0.01% | Add +64.2% | 19,180 | $304K |
| Sowell Financial Services LLC | 0.01% | Add +2.4% | 19,135 | $303K |
| Thrivent Financial for Lutherans | 0.00% | Add +20.0% | 18,821 | $300K |
| Windward Capital Management Co. | 0.02% | Reduce -1.7% | 18,478 | $293K |
| Dauntless Investment Group, LLC | 1.07% | No change | 18,413 | $292K |
| Cozad Asset Management Inc. | 0.02% | No change | 18,247 | $289K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +20.2% | 18,228 | $289K |
| Old National Bancorp | 0.00% | Add +1.4% | 18,104 | $287K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.9% | 17,686 | $280K |
| Denali Advisors LLC | 0.03% | Reduce -3.4% | 17,553 | $278K |
| Icon Wealth Advisors, LLC | 0.02% | Add +25.9% | 17,652 | $278K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +9.2% | 17,498 | $278K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +3.2% | 17,484 | $277K |
| Foster Group, Inc. | 0.01% | Add +2.8% | 17,284 | $274K |
| Palladiem, LLC | 0.26% | — | 17,198 | $274K |
| Merit Financial Group, LLC | 0.00% | Add +13.8% | 17,238 | $273K |
| Fiduciary Trust Co | 0.00% | Add +6.9% | 17,223 | $273K |
| Moody National Bank Trust Division | 0.03% | Add +31.3% | 17,158 | $272K |
| Livet Wealth, LLC | 0.17% | — | 17,101 | $271K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -53.1% | 16,770 | $266K |
| EntryPoint Capital, LLC | 0.10% | New | 16,574 | $263K |
| Savant Capital, LLC | 0.00% | Add +23.6% | 16,526 | $262K |
| Allworth Financial LP | 0.00% | Add +10.2% | 16,162 | $256K |
| Journey Strategic Wealth LLC | 0.01% | New | 15,649 | $248K |
| Sapient Capital LLC | 0.00% | Add +13.5% | 15,423 | $246K |
| Two Sigma Securities, LLC | 0.03% | New | 15,369 | $244K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Reduce -1.8% | 14,749 | $242K |
| Canopy Partners, LLC | 0.08% | Add +4.0% | 15,158 | $240K |
| Xponance LLC | 0.00% | Add +6.0% | 14,837 | $235K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.7% | 12,030 | $230K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.6% | 14,533 | $230K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -18.2% | 14,442 | $229K |
| 55 North Private Wealth, LLC | 0.06% | — | 14,424 | $229K |
| Seven Mile Advisory | 0.04% | Reduce -10.9% | 14,337 | $227K |
| Perigon Wealth Management, LLC | 0.00% | Add +5.6% | 14,258 | $226K |
| Ariadne Wealth Management, LP | 0.09% | No change | 11,485 | $225K |
| Certuity, LLC | 0.01% | Reduce -9.8% | 13,976 | $222K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +5.2% | 13,930 | $221K |
| Baker Tilly Wealth Management, LLC | 0.05% | Add +16.1% | 13,914 | $221K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 13,906 | $221K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 13,887 | $220K |
| SmartHarvest Portfolios, LLC | 0.08% | — | 13,872 | $220K |
| Moors & Cabot, Inc. | 0.01% | No change | 13,850 | $220K |
| HUB Investment Partners, LLC | 0.01% | New | 13,690 | $217K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -3.5% | 13,679 | $217K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +7.4% | 13,655 | $217K |
| World Investment Advisors | 0.00% | New | 13,559 | $215K |
| Stephens Inc. | 0.00% | New | 13,530 | $215K |
| Brown Brothers Harriman & Co. | 0.00% | Add +2950.7% | 13,179 | $209K |
| Bingham Private Wealth, LLC | 0.18% | — | 13,152 | $209K |
| Alliancebernstein L.P. | 0.00% | Reduce -1.7% | 13,007 | $206K |
| Verus Capital Partners, LLC | 0.01% | No change | 13,000 | $206K |
| Evoke Wealth, LLC | 0.00% | Add +12.1% | 12,892 | $204K |
| Independent Solutions Wealth Management, LLC | 0.04% | Add +4.8% | 12,692 | $201K |
| Earned Wealth Advisors, LLC | 0.01% | Add +23.1% | 12,600 | $200K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -21.2% | 12,381 | $196K |
| Sunpointe, LLC | 0.06% | No change | 12,204 | $194K |
| Alta Capital Management LLC/ | 0.01% | Add +5.7% | 12,067 | $191K |
| Wrapmanager Inc. | 0.06% | Reduce -15.9% | 12,048 | $191K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | No change | 12,024 | $191K |
| CIBC Private Wealth Group LLC | 0.00% | Add +75.1% | 11,986 | $190K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 11,967 | $190K |
| VanderPol Investments L.L.C. | 0.36% | Reduce -21.2% | 11,871 | $188K |
| Frank, Rimerman Advisors LLC | 0.01% | Add +9.6% | 11,776 | $187K |
| Alliance Wealth Advisors, LLC | 0.04% | Reduce -16.1% | 11,763 | $187K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +13.1% | 11,636 | $185K |
| Centiva Capital, LP | 0.01% | Reduce -78.1% | 11,492 | $182K |
| AlTi Global, Inc. | 0.00% | New | 11,488 | $182K |
| MQS Management LLC | 0.11% | Reduce -23.7% | 11,430 | $181K |
| Savvy Advisors, Inc. | 0.01% | New | 11,193 | $178K |
| Gibbs Wealth Management | 0.04% | New | 10,307 | $176K |
| New Republic Capital, LLC | 0.05% | New | 11,040 | $175K |
| Premier Path Wealth Partners, LLC | 0.02% | Reduce -5.8% | 11,004 | $175K |
| Walleye Trading LLC | 0.00% | No change | 10,946 | $174K |
| Diversified Trust Co. | 0.00% | New | 10,683 | $169K |
| Eagle Bay Advisors LLC | 0.12% | New | 10,657 | $169K |
| Cresset Asset Management, LLC | 0.00% | Add +1.3% | 10,630 | $169K |
| Ascent Group, LLC | 0.01% | Reduce -0.7% | 10,596 | $168K |
| Tocqueville Asset Management L.P. | 0.00% | New | 10,564 | $168K |
| Fidelis Capital Partners, LLC | 0.01% | Add +1.3% | 10,554 | $167K |
| Wallace Advisory Group, LLC | 0.18% | Reduce -34.3% | 10,541 | $167K |
| Leo Wealth, LLC | 0.01% | New | 10,509 | $167K |
| Wedbush Securities Inc. | 0.00% | New | 10,431 | $165K |
| Flatrock Wealth Partners LLC | 0.08% | — | 10,305 | $163K |
| Cary Street Partners Investment Advisory LLC | 0.04% | New | 10,270 | $163K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -9.0% | 10,223 | $162K |
| Natural Investments, LLC | 0.04% | New | 10,250 | $162K |
| Simon Quick Advisors, LLC | 0.01% | New | 10,200 | $162K |
| Insigneo Advisory Services, LLC | 0.01% | New | 10,186 | $162K |
| Axxcess Wealth Management, LLC | 0.00% | New | 10,149 | $161K |
| Advisory Services Network, LLC | 0.00% | Reduce -0.9% | 10,103 | $160K |
| apricus wealth, LLC | 0.08% | No change | 10,000 | $159K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 10,000 | $159K |
| LRI Investments, LLC | 0.01% | No change | 9,764 | $155K |
| Huntington National Bank | 0.00% | Reduce -35.7% | 9,055 | $144K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +722.8% | 8,516 | $135K |
| Rothschild Investment LLC | 0.01% | Reduce -0.9% | 8,202 | $130K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.04% | New | 6,922 | $126K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -2.9% | 7,316 | $116K |
| Parkside Financial Bank & Trust | 0.01% | Add +9.8% | 6,908 | $110K |
| Nisa Investment Advisors, LLC | 0.00% | Add +12.2% | 6,731 | $107K |
| MAI Capital Management | 0.00% | Add +154.4% | 6,624 | $105K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.0% | 6,316 | $100K |
| Addison Advisors LLC | 0.02% | Reduce -1.6% | 5,500 | $87K |
| Horizon Investments, LLC | 0.00% | Add +45.2% | 5,191 | $82K |
| Pin Oak Investment Advisors Inc. | 0.05% | No change | 3,894 | $75K |
| Salomon & Ludwin, LLC | 0.01% | Add +9.9% | 4,224 | $69K |
| Advisors Preferred, LLC | 0.01% | Reduce -81.9% | 3,899 | $62K |
| Community Bank, N.A. | 0.01% | No change | 3,903 | $62K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 3,348 | $53K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +99.8% | 3,301 | $52K |
| Capital Analysts, LLC | 0.00% | Add +43.7% | 3,239 | $52K |
| True Wealth Design, LLC | 0.01% | Add +3.3% | 3,202 | $51K |
| Private Trust Co. NA | 0.00% | Add +6.3% | 2,972 | $47K |
| Sound Income Strategies, LLC | 0.00% | Add +716.5% | 2,482 | $47K |
| IFP Advisors, Inc | 0.00% | Add +5.6% | 2,801 | $44K |
| Root Financial Partners, LLC | 0.00% | Add +96.2% | 2,562 | $41K |
| Financial Management Professionals, Inc. | 0.00% | Add +5.0% | 2,507 | $40K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 2,238 | $35K |
| Redmont Wealth Advisors LLC | 0.05% | No change | 2,173 | $34K |
| Essential Partners LLC | 0.01% | Add +53.2% | 2,079 | $33K |
| Highline Wealth Partners LLC | 0.01% | Add +6.1% | 1,873 | $30K |
| Westside Investment Management, Inc. | 0.00% | No change | 1,846 | $29K |
| Lanark Financial, Inc. | 0.00% | Reduce -88.3% | 1,836 | $29K |
| Key Financial Inc | 0.01% | No change | 1,832 | $29K |
| Cornerstone Planning Group LLC | 0.00% | Add +26.8% | 1,615 | $29K |
| Laurel Wealth Advisors LLC | 0.00% | New | 1,666 | $26K |
| SageView Advisory Group, LLC | 0.00% | New | 1,637 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +10.2% | 1,629 | $26K |
| Inlight Wealth Management, LLC | 0.01% | No change | 1,500 | $24K |
| Larson Financial Group LLC | 0.00% | Add +131.7% | 1,397 | $22K |
| Grove Bank & Trust | 0.00% | No change | 1,365 | $22K |
| Ancora Advisors LLC | 0.00% | Add +398.1% | 1,350 | $21K |
| TD Private Client Wealth LLC | 0.00% | Reduce -69.5% | 1,258 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 1,205 | $19K |
| SJS Investment Consulting Inc. | 0.00% | New | 1,180 | $19K |
| Bell Investment Advisors, Inc | 0.00% | Add +195.5% | 1,173 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,158 | $18K |
| United Financial Planning Group LLC | 0.01% | New | 738 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,096 | $17K |
| Fortitude Family Office, LLC | 0.00% | No change | 1,093 | $17K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,066 | $17K |
| Harbour Investments, Inc. | 0.00% | Reduce -42.1% | 1,004 | $16K |
| Signature Equity Partners, LLC | 0.01% | — | 981 | $16K |
| Creative Financial Designs Inc. | 0.00% | Reduce -6.6% | 891 | $14K |
| TD Capital Management LLC | 0.00% | Add +10.3% | 885 | $14K |
| Triumph Capital Management | 0.00% | New | 869 | $14K |
| UMB Bank, n.a. | 0.00% | No change | 867 | $14K |
| Park Place Capital Corp | 0.00% | Add +75.7% | 794 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | Add +30.5% | 775 | $12K |
| Dunhill Financial, LLC | 0.00% | No change | 756 | $12K |
| Manning & Napier Advisors LLC | 0.00% | New | 747 | $12K |
| CoreCap Advisors, LLC | 0.00% | Add +0.1% | 746 | $12K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 726 | $12K |
| Cornerstone Financial Management LLC | 0.01% | — | 672 | $11K |
| SHP Wealth Management | 0.00% | — | 661 | $10K |
| YANKCOM Partnership | 0.00% | New | 661 | $10K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 650 | $10K |
| Bare Financial Services, Inc | 0.00% | Reduce -18.1% | 639 | $10K |
| Principia Wealth Advisory, LLC | 0.01% | Reduce -1.1% | 620 | $10K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 611 | $10K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +58.0% | 599 | $10K |
| 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 | $8K |
| Ascentis Wealth Management, LLC | 0.00% | Add +5.9% | 503 | $8K |
| Wealth Watch Advisors, INC | 0.00% | No change | 483 | $8K |
| Independence Bank of Kentucky | 0.00% | New | 480 | $8K |
| Bravera Wealth | 0.00% | — | 475 | $8K |
| Rossby Financial, LCC | 0.00% | Add +18.5% | 474 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 459 | $7K |
| CENTRAL TRUST Co | 0.00% | Add +17.7% | 458 | $7K |
| Abound Wealth Management | 0.00% | New | 440 | $7K |
| Bangor Savings Bank | 0.00% | No change | 429 | $7K |
| Montag A & Associates Inc. | 0.00% | Reduce -60.9% | 420 | $7K |
| North Star Investment Management Corp. | 0.00% | Add +722.9% | 395 | $6K |
| Benson Wealth Management INC | 0.01% | — | 371 | $6K |
| HighMark Wealth Management LLC | 0.00% | Add +1.1% | 368 | $6K |
| Elyxium Wealth, LLC | 0.00% | New | 364 | $6K |
| Clean Yield Group | 0.00% | No change | 339 | $5K |
| Financial Consulate, Inc. | 0.00% | Add +70.1% | 330 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 327 | $5K |
| Nemes Rush Group LLC | 0.00% | New | 313 | $5K |
| Zions Bancorporation, National Association | 0.00% | No change | 303 | $5K |
| IMA Advisory Services, Inc. | 0.00% | New | 302 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 287 | $5K |
| CX Institutional | 0.00% | New | 261 | $4K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 215 | $3K |
| Crewe Advisors LLC | 0.00% | Add +41.4% | 188 | $3K |
| Granite FO LLC | 0.00% | No change | 186 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 178 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 177 | $3K |
| WealthCollab, LLC | 0.00% | No change | 171 | $3K |
| Quaker Wealth Management, LLC | 0.00% | New | 158 | $3K |
| American Capital Advisory, LLC | 0.00% | Reduce -0.6% | 156 | $2K |
| CVA Family Office, LLC | 0.00% | Reduce -35.0% | 147 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 146 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 145 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 144 | $2K |
| MV Capital Management, Inc. | 0.00% | New | 127 | $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 |
| Advocate Investing Services LLC | 0.00% | — | 120 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 120 | $2K |
| Albion Financial Group | 0.00% | No change | 112 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 82 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | New | 64 | $1K |
| First Horizon Corp. | 0.00% | New | 62 | $983 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -74.7% | 62 | $983 |
| EFG International AG | 0.00% | — | 39 | $620 |
| Bayforest Capital Ltd | 0.00% | New | 34 | $539 |
| Trust Co | 0.00% | New | 30 | $476 |
| Barclays PLC | 0.00% | Reduce -94.1% | 17 | $270 |
| Kilter Group LLC | 0.00% | New | 12 | $191 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -95.7% | 2 | $32 |
"% 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.