Mitsubishi Ufj Finl-Spon ADRMUFG
13F holders, Q1 2026 (March 31)540holders +10
65new positions
54sold out
5famous investors
$16.96avg. 13F price*
At the end of Q1 2026, 540 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings, up 10 from Q4 2025. 65 opened new positions and 54 sold out. The largest holders were Fisher Asset Management ($1.6B), Aristotle Capital Management, LLC ($873.2M) and Goldman Sachs Group Inc. ($244.1M). 5 famous investors held it, including Ken Fisher (0.6% of Fisher Asset Management's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $87.5M |
| Exits | 54 | $73.4M |
All 13F filers, Q4 2025 → Q1 2026: 25,046,072 shares bought and 17,182,222 shares sold, net +7,863,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 540 holders
| Fisher Asset Management | 0.55% | Add +2.6% | 95,689,304 | $1.6B |
| Aristotle Capital Management, LLC | 1.83% | Reduce -4.5% | 51,456,385 | $873.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +2.6% | 14,383,328 | $244.1M |
| Bank of America Corp. | 0.02% | Reduce -7.1% | 12,228,389 | $207.5M |
| Northern Trust Corp. | 0.03% | Add +0.7% | 11,416,258 | $193.7M |
| BlackRock, Inc. | 0.00% | Add +8.4% | 11,116,392 | $188.6M |
| FMR LLC | 0.01% | Add +38.0% | 8,373,173 | $142.1M |
| Clearbridge Investments, LLC | 0.10% | Add +3.3% | 6,953,108 | $118.0M |
| Morgan Stanley | 0.01% | Reduce -0.1% | 6,900,430 | $117.1M |
| Royal Bank of Canada | 0.02% | Add +5.7% | 6,315,948 | $107.2M |
| Chevy Chase Trust Holdings, LLC | 0.30% | Add +2.9% | 6,189,329 | $105.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +22.5% | 5,086,159 | $86.3M |
| FIL Ltd | 0.06% | Reduce -3.6% | 4,845,638 | $82.2M |
| Todd Asset Management LLC | 1.35% | Add +0.2% | 4,061,644 | $68.9M |
| Sei Investments Co. | 0.06% | Reduce -4.5% | 3,690,655 | $62.6M |
| Toronto Dominion Bank | 0.11% | Reduce -28.3% | 3,453,543 | $58.6M |
| Aviso Financial Inc. | 2.08% | New | 3,446,409 | $58.5M |
| American Century Companies Inc. | 0.03% | Add +14.2% | 3,373,906 | $57.3M |
| JPMorgan Chase & Co. | 0.00% | Add +14.0% | 2,837,773 | $46.3M |
| Natixis Advisors, LLC | 0.06% | Add +7.4% | 2,707,507 | $45.9M |
| Wells Fargo & Company | 0.01% | Add +5.6% | 2,543,450 | $43.2M |
| Teachers Retirement System of the State of Kentucky | 0.33% | No change | 2,506,310 | $42.5M |
| Quantinno Capital Management LP | 0.07% | Add +21.4% | 2,399,601 | $40.7M |
| UBS Group AG | 0.01% | Reduce -3.5% | 2,269,380 | $38.5M |
| Jane Street Group, LLC | 0.04% | Add +90.1% | 2,117,618 | $35.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +19.1% | 1,948,230 | $33.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.7% | 1,941,272 | $32.9M |
| Capital Wealth Planning, LLC | 0.16% | Add +54.6% | 1,698,895 | $28.8M |
| AQR Capital Management | 0.01% | Add +32.3% | 1,549,998 | $26.3M |
| Raymond James Financial Inc. | 0.01% | Add +9.7% | 1,433,378 | $24.3M |
| Bank of New York Mellon Corp | 0.00% | Add +6.3% | 1,363,726 | $23.1M |
| Jones Financial Companies LLLP | 0.01% | Add +1156.2% | 1,408,666 | $23.0M |
| Creative Planning | 0.02% | Add +12.6% | 1,315,784 | $22.3M |
| National Bank of Canada | 0.02% | Add +14.8% | 1,280,764 | $21.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1912.8% | 1,217,563 | $20.7M |
| Neuberger Berman Group LLC | 0.02% | Add +11.2% | 1,188,733 | $20.0M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +9.7% | 1,093,924 | $18.6M |
| Thornburg Investment Management Inc. | 0.19% | Add +4.8% | 1,077,231 | $18.3M |
| BNP Paribas Financial Markets | 0.01% | Add +765.1% | 1,006,250 | $17.1M |
| 1832 Asset Management L.P. | 0.02% | Add +0.1% | 966,378 | $16.4M |
| TD Waterhouse Canada Inc. | 0.05% | Add +175.6% | 895,769 | $15.8M |
| LPL Financial LLC | 0.00% | Add +25.6% | 927,435 | $15.7M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +6.5% | 910,997 | $15.5M |
| Crossmark Global Holdings, Inc. | 0.21% | Add +7.5% | 855,141 | $14.5M |
| Stifel Financial Corp. | 0.01% | Reduce -53.0% | 839,497 | $14.2M |
| Invesco Ltd. | 0.00% | Reduce -23.4% | 838,173 | $14.2M |
| SCS Capital Management LLC | 0.15% | Reduce -25.7% | 824,088 | $14.0M |
| Cerity Partners LLC | 0.02% | Add +5.1% | 792,470 | $13.4M |
| QRG Capital Management, Inc. | 0.11% | Add +7.8% | 635,592 | $10.8M |
| Pathstone Holdings, LLC | 0.04% | Add +0.2% | 578,090 | $9.8M |
| Permanens Capital L.P. | 1.26% | Add +8.0% | 575,644 | $9.8M |
| Cibc World Market Inc. | 0.02% | Reduce -0.9% | 568,168 | $9.6M |
| Boston Common Asset Management, LLC | 0.62% | Reduce -4.4% | 566,845 | $9.6M |
| Guardian Partners Inc. | 0.79% | Reduce -2.7% | 558,229 | $9.5M |
| Moran Wealth Management, LLC | 0.27% | Add +8.6% | 528,104 | $9.0M |
| TD Asset Management Inc | 0.01% | Add +2.8% | 525,366 | $8.9M |
| Westfield Capital Management Co. LP | 0.04% | Add +1.1% | 516,054 | $8.8M |
| First Trust Advisors LP | 0.01% | Add +52.5% | 476,447 | $8.1M |
| HighTower Advisors, LLC | 0.01% | Add +4.3% | 475,087 | $8.1M |
| Vident Advisory, LLC | 0.07% | Add +14.8% | 474,451 | $8.1M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Reduce -7.2% | 469,765 | $8.0M |
| US Bancorp \de | 0.01% | Add +5.8% | 441,561 | $7.5M |
| Cetera Investment Advisers | 0.01% | Add +13.7% | 437,318 | $7.4M |
| Truist Financial Corp. | 0.01% | Add +0.3% | 423,984 | $7.2M |
| XY Capital Ltd | 7.65% | Add +710.6% | 411,425 | $7.0M |
| Curi Capital, LLC | 0.12% | Add +29.0% | 401,363 | $6.8M |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 396,182 | $6.7M |
| Factory Mutual Insurance Co. | 0.08% | No change | 394,330 | $6.7M |
| Quadrant Capital Group LLC | 0.20% | Add +6.2% | 389,472 | $6.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.2% | 382,137 | $6.5M |
| MML Investors Services, LLC | 0.02% | Reduce -12.0% | 374,165 | $6.3M |
| Mariner, LLC | 0.01% | Add +9.2% | 359,508 | $6.1M |
| Eagle Global Advisors LLC | 0.22% | Add +0.3% | 354,314 | $6.0M |
| Augustine Asset Management Inc. | 1.34% | Reduce -0.3% | 350,460 | $5.9M |
| Baron Capital (BAMCO) | 0.02% | Reduce -20.4% | 336,533 | $5.7M |
| T. Rowe Price Associates Inc. | 0.00% | New | 336,212 | $5.7M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -0.4% | 333,543 | $5.7M |
| Focus Partners Wealth | 0.01% | Add +10.0% | 324,017 | $5.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.6% | 325,379 | $5.5M |
| Captrust Financial Advisors | 0.01% | Add +274.5% | 317,968 | $5.4M |
| Callan Family Office, LLC | 0.12% | Add +0.1% | 314,562 | $5.3M |
| M&T Bank Corp | 0.02% | Reduce -10.2% | 314,324 | $5.3M |
| Pekin Hardy Strauss, Inc. | 0.55% | Add +3.1% | 309,549 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Add +6.5% | 296,958 | $5.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +26.6% | 294,222 | $5.0M |
| Brasada Capital Management, LP | 0.91% | New | 282,488 | $5.0M |
| Vise Technologies, Inc. | 0.10% | No change | 311,795 | $4.9M |
| Signaturefd, LLC | 0.08% | Add +1.3% | 291,215 | $4.9M |
| Gradient Investments LLC | 0.08% | New | 285,564 | $4.8M |
| Ritholtz Wealth Management | 0.08% | Add +7.1% | 281,114 | $4.8M |
| Massar Capital Management, LP | 0.95% | No change | 280,000 | $4.8M |
| Bessemer Group Inc. | 0.01% | Reduce -19.9% | 276,412 | $4.7M |
| Atria Investments, Inc | 0.05% | Reduce -1.9% | 263,125 | $4.5M |
| Allianz SE | 0.05% | No change | 255,000 | $4.3M |
| Bank of Montreal | 0.00% | Add +4.6% | 249,766 | $4.2M |
| Brooklyn Investment Group | 0.13% | Add +35.6% | 241,824 | $4.1M |
| Henry James International Management Inc. | 1.47% | Add +112.7% | 240,106 | $4.1M |
| Naviter Wealth, LLC | 0.50% | Add +3.8% | 235,830 | $4.0M |
| Diversify Wealth Management, LLC | 0.07% | Add +48.4% | 227,153 | $4.0M |
| Exencial Wealth Advisors, LLC | 0.12% | Add +10.6% | 229,938 | $3.9M |
| Dorsey Wright & Associates | 0.47% | Add +39.3% | 223,030 | $3.8M |
| Rhumbline Advisers | 0.00% | Add +4.1% | 210,327 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +99.3% | 208,443 | $3.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.07% | Reduce -2.0% | 196,327 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +7.8% | 196,298 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.0% | 193,994 | $3.3M |
| JCIC Asset Management Inc. | 0.97% | Add +4.4% | 186,469 | $3.2M |
| Park Avenue Securities LLC | 0.02% | Add +1.1% | 185,476 | $3.1M |
| Compound Planning, Inc. | 0.10% | Add +6.0% | 184,145 | $3.1M |
| Evergreen Capital Management LLC | 0.07% | Add +11.1% | 179,892 | $3.1M |
| Altman Advisors, Inc. | 1.25% | Reduce -12.6% | 177,200 | $3.0M |
| Mitchell Capital Management Co. | 0.55% | New | 176,024 | $3.0M |
| Ieq Capital, LLC | 0.01% | Reduce -8.2% | 175,830 | $3.0M |
| Caprock Group, LLC | 0.07% | Add +2.9% | 170,238 | $2.9M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -82.9% | 168,100 | $2.9M |
| Corient Private Wealth LP | 0.00% | Add +15.6% | 164,232 | $2.7M |
| Madison Asset Management, LLC | 0.03% | Add +6.9% | 159,836 | $2.7M |
| Fulcrum Wealth Advisors, LLC | 2.22% | Reduce -18.0% | 157,661 | $2.7M |
| Qtron Investments LLC | 0.35% | No change | 154,238 | $2.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -14.7% | 151,106 | $2.6M |
| &partners | 0.01% | Add +65.6% | 140,032 | $2.6M |
| Benjamin Edwards Inc. | 0.02% | Add +19.0% | 145,175 | $2.5M |
| Aaron Wealth Advisors LLC | 0.14% | Add +30.2% | 139,534 | $2.4M |
| Legacy Wealth Asset Management, LLC | 0.57% | Add +12.6% | 138,902 | $2.4M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +5.1% | 138,725 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +157.3% | 135,740 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +121.6% | 132,331 | $2.2M |
| Ethic Inc. | 0.03% | Add +0.6% | 127,547 | $2.2M |
| BTC Capital Management, Inc. | 0.15% | Add +0.7% | 126,368 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +270.5% | 126,252 | $2.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +24.2% | 122,193 | $2.1M |
| Keybank National Association | 0.01% | Add +176.2% | 119,395 | $2.0M |
| DRW Securities, LLC | 0.11% | Reduce -25.7% | 117,772 | $2.0M |
| Intrust Bank NA | 0.16% | Add +4.3% | 115,681 | $2.0M |
| Abn Amro Investment Solutions | 0.03% | Reduce -71.2% | 114,800 | $1.9M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.0% | 112,978 | $1.9M |
| Hantz Financial Services, Inc. | 0.03% | Add +4.7% | 111,934 | $1.9M |
| Confluence Investment Management LLC | 0.03% | Add +7.2% | 111,432 | $1.9M |
| Bailard, Inc. | 0.04% | Reduce -3.7% | 109,125 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +11.2% | 108,769 | $1.8M |
| Federated Hermes, Inc. | 0.00% | Reduce -17.9% | 107,783 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.1% | 105,782 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -8.3% | 100,572 | $1.8M |
| AdvisorShares Investments LLC | 0.31% | Reduce -3.7% | 101,829 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | No change | 100,670 | $1.7M |
| Choreo, LLC | 0.02% | Add +7.3% | 100,399 | $1.7M |
| 17 Capital Partners, LLC | 0.87% | Reduce -3.3% | 98,845 | $1.7M |
| Greenleaf Trust | 0.02% | Reduce -18.3% | 98,822 | $1.7M |
| Smartleaf Asset Management LLC | 0.06% | Add +2.7% | 100,440 | $1.6M |
| Guardian Capital LP | 0.04% | Add +171.0% | 91,129 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -9.0% | 90,283 | $1.5M |
| Hancock Whitney Corp. | 0.03% | Add +4.0% | 84,373 | $1.5M |
| Barometer Capital Management Inc. | 0.52% | Add +48.6% | 88,700 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +11.7% | 87,675 | $1.5M |
| Abc Arbitrage SA | 0.19% | Add +234.7% | 85,154 | $1.4M |
| Lockheed Martin Investment Management Co. | 0.05% | Add +5.2% | 84,570 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +1.7% | 83,188 | $1.4M |
| Ballentine Partners, LLC | 0.02% | Add +6.2% | 81,259 | $1.4M |
| GC Wealth Management RIA, LLC | 0.06% | Add +64.8% | 81,088 | $1.4M |
| Marks Group Wealth Management, Inc | 0.13% | Reduce -0.1% | 79,565 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Add +540.7% | 83,331 | $1.3M |
| Calamos Wealth Management LLC | 0.05% | Reduce -3.9% | 77,711 | $1.3M |
| Calamos Advisors LLC | 0.01% | New | 77,711 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +11.5% | 77,668 | $1.3M |
| Jain Global LLC | 0.02% | Reduce -53.7% | 76,926 | $1.3M |
| Highland Capital Management, LLC | 0.07% | Reduce -0.3% | 76,800 | $1.3M |
| CIBC Asset Management Inc | 0.00% | Add +0.1% | 75,424 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +226.5% | 69,462 | $1.2M |
| Versant Capital Management, Inc | 0.12% | Add +18.9% | 69,437 | $1.2M |
| Trexquant Investment LP | 0.01% | Reduce -88.9% | 68,957 | $1.2M |
| Abel Hall, LLC | 0.24% | Add +9.9% | 67,630 | $1.1M |
| Wealth Alliance, LLC | 0.11% | Reduce -0.6% | 67,034 | $1.1M |
| Checchi Capital Advisers, LLC | 0.08% | Reduce -7.8% | 66,996 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +113.2% | 66,728 | $1.1M |
| Silver Oak Securities, Incorporated | 0.08% | Add +2.8% | 66,203 | $1.1M |
| Ewa, LLC | 0.25% | Reduce -0.3% | 65,794 | $1.1M |
| Westwood Holdings Group Inc. | 0.01% | New | 65,743 | $1.1M |
| Portside Wealth Group, LLC | 0.15% | Add +6.6% | 64,230 | $1.1M |
| Sivia Capital Partners, LLC | 0.21% | Add +21.1% | 63,928 | $1.1M |
| Harbour Capital Advisors, LLC | 0.21% | Reduce -2.3% | 62,005 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +19.2% | 63,437 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +34.1% | 63,185 | $1.1M |
| Ballast Advisors LLC | 0.31% | Reduce -0.3% | 63,069 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Add +11.9% | 61,941 | $1.1M |
| GAMMA Investing LLC | 0.05% | Add +8.2% | 61,231 | $1.0M |
| Franklin Resources Inc. | 0.00% | Add +7.8% | 60,432 | $1.0M |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -4.1% | 60,029 | $1.0M |
| Entropy Technologies, LP | 0.05% | Add +53.6% | 60,019 | $1.0M |
| Limestone Investment Advisors LP | 0.49% | No change | 59,213 | $1.0M |
| Engineers Gate Manager LP | 0.01% | Reduce -63.0% | 59,199 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -75.6% | 58,368 | $991K |
| D. E. Shaw & Co. | 0.00% | Reduce -96.0% | 58,071 | $985K |
| Themes Management Co LLC | 0.59% | Reduce -5.5% | 56,606 | $961K |
| DAVENPORT & Co LLC | 0.01% | Add +2.8% | 56,436 | $958K |
| RNC Capital Management LLC | 0.04% | Reduce -0.2% | 55,570 | $943K |
| Personal Cfo Solutions, LLC | 0.13% | Add +3.6% | 53,619 | $910K |
| DMC Group, LLC | 0.60% | Add +3.3% | 52,473 | $890K |
| Summit Trail Advisors, LLC | 0.01% | Add +122.8% | 52,186 | $886K |
| Louisbourg Investments Inc. | 0.17% | Add +14.0% | 52,032 | $883K |
| Assetmark, Inc. | 0.00% | Reduce -9.6% | 51,781 | $879K |
| Venturi Wealth Management, LLC | 0.04% | Add +13.0% | 51,181 | $869K |
| Linden Thomas Advisory Services, LLC | 0.08% | Add +4.7% | 50,841 | $863K |
| Clearstead Advisors, LLC | 0.01% | New | 50,826 | $863K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +6.7% | 50,128 | $851K |
| Prospera Financial Services Inc | 0.01% | Add +2.4% | 50,111 | $850K |
| Burns Matteson Capital Management, LLC | 0.32% | Add +85.2% | 48,977 | $831K |
| Henshaw Capital LLC | 0.03% | No change | 48,563 | $824K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -13.2% | 48,481 | $823K |
| Trust Point Inc. | 0.07% | Add +12.5% | 48,381 | $821K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +37.2% | 47,567 | $807K |
| GTS Securities LLC | 0.03% | New | 47,298 | $803K |
| Glenmede Trust Co. NA | 0.00% | Add +0.2% | 46,304 | $786K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +1.2% | 45,767 | $777K |
| Kathmere Capital Management, LLC | 0.05% | Add +20.8% | 45,363 | $770K |
| Principal Securities, Inc. | 0.01% | Add +6.9% | 44,193 | $750K |
| Pinnacle Associates Ltd. | 0.01% | Add +52.6% | 44,166 | $749K |
| Aprio Wealth Management, LLC | 0.04% | Add +7.3% | 43,941 | $746K |
| Blair William & Co. | 0.00% | Reduce -3.6% | 43,512 | $738K |
| Five Oceans Advisors | 0.26% | No change | 43,112 | $732K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.0% | 42,656 | $724K |
| Cwm, LLC | 0.00% | Add +25.3% | 42,639 | $724K |
| Fiera Capital Corp | 0.00% | Add +13.5% | 42,394 | $719K |
| Successful Portfolios LLC | 0.40% | No change | 44,032 | $719K |
| Cordatus Wealth Management LLC | 0.17% | Add +1.4% | 42,115 | $715K |
| Aquatic Capital Management LLC | 0.02% | Reduce -58.8% | 41,896 | $711K |
| XTX Topco Ltd | 0.01% | Reduce -92.1% | 41,734 | $708K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.6% | 41,680 | $707K |
| InTrack Investment Management Inc | 0.40% | Add +0.4% | 41,169 | $699K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -14.1% | 40,337 | $685K |
| Bridgewater Advisors Inc. | 0.04% | Add +2.0% | 36,573 | $681K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.3% | 39,993 | $679K |
| Atlas Capital Advisors Inc. | 0.08% | Reduce -27.2% | 39,801 | $675K |
| Gallacher Capital Management LLC | 0.26% | Add +2.0% | 39,661 | $673K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.3% | 38,304 | $670K |
| Optas, LLC | 0.10% | Add +0.7% | 39,188 | $665K |
| Norden Group LLC | 0.06% | Add +3.3% | 38,236 | $649K |
| Evolve Private Wealth, LLC | 0.03% | Reduce -69.8% | 37,991 | $645K |
| Sage Rhino Capital LLC | 0.12% | Reduce -0.1% | 37,991 | $645K |
| Frec Markets, Inc. | 0.11% | Add +37.4% | 37,904 | $643K |
| Traveka Wealth, LLC | 0.25% | Add +1.2% | 37,848 | $642K |
| Anchyra Partners LLC | 0.19% | Add +4.0% | 37,680 | $639K |
| West Family Investments, Inc. | 0.22% | Reduce -47.6% | 36,531 | $620K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -24.3% | 35,982 | $611K |
| State Street Corp. | 0.00% | No change | 34,020 | $577K |
| Third View Private Wealth, LLC | 0.08% | Reduce -2.6% | 33,612 | $570K |
| Cetera Trust Company, N.A | 0.32% | No change | 33,020 | $560K |
| Lido Advisors, LLC | 0.00% | Add +35.0% | 32,275 | $548K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -38.5% | 32,181 | $546K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -34.1% | 31,871 | $541K |
| Syon Capital LLC | 0.03% | Add +2.3% | 31,770 | $539K |
| Wedmont Private Capital | 0.02% | Reduce -4.4% | 28,995 | $534K |
| New York State Common Retirement Fund | 0.00% | No change | 31,110 | $528K |
| Cresset Asset Management, LLC | 0.00% | Add +191.8% | 31,019 | $526K |
| Seeds Investor LLC | 0.07% | Reduce -0.2% | 28,942 | $526K |
| Main Street Research LLC | 0.03% | Add +0.8% | 30,448 | $517K |
| Resonant Capital Advisors, LLC | 0.03% | Add +16.8% | 30,412 | $516K |
| First National Bank of Hutchinson | 0.33% | New | 30,303 | $514K |
| Commerce Bank | 0.00% | Add +51.1% | 29,965 | $509K |
| Florida Trust Wealth Management Co | 0.01% | Add +52.1% | 29,180 | $495K |
| Knights of Columbus Asset Advisors LLC | 0.03% | No change | 28,994 | $492K |
| Waverly Advisors, LLC | 0.00% | Reduce -9.4% | 28,926 | $491K |
| Basecamp Wealth Advisors LLC | 0.10% | No change | 28,371 | $481K |
| Hunter Perkins Capital Management, LLC | 0.11% | Reduce -13.4% | 28,330 | $481K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -4.2% | 27,486 | $466K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.9% | 27,447 | $466K |
| Bleakley Financial Group, LLC | 0.01% | Add +9.3% | 27,290 | $463K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.1% | 27,155 | $461K |
| Savant Capital, LLC | 0.00% | Add +64.2% | 27,131 | $460K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -4.7% | 26,129 | $443K |
| Te Ahumairangi Investment Management Ltd | 0.07% | Add +14.3% | 25,674 | $436K |
| Two Sigma Investments, LP | 0.00% | New | 25,200 | $428K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -54.6% | 24,990 | $424K |
| Americana Partners, LLC | 0.01% | New | 24,985 | $424K |
| Hardy Reed LLC | 0.03% | Add +8.8% | 24,964 | $424K |
| PDS Planning, Inc | 0.03% | No change | 24,756 | $420K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -48.9% | 24,398 | $414K |
| Cromwell Holdings LLC | 0.23% | No change | 24,134 | $410K |
| IHT Wealth Management, LLC | 0.01% | Add +7.9% | 23,792 | $404K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +41.5% | 23,727 | $403K |
| Gibbs Wealth Management | 0.05% | Add +122.6% | 22,939 | $389K |
| Blue Trust, Inc. | 0.00% | Reduce -13.1% | 22,931 | $389K |
| AlTi Global, Inc. | 0.01% | Add +99.1% | 22,871 | $388K |
| Independent Advisor Alliance | 0.00% | Add +13.2% | 22,811 | $387K |
| SYM FINANCIAL Corp | 0.04% | Add +6.8% | 22,788 | $387K |
| J.Safra Asset Management Corp | 0.02% | New | 22,426 | $381K |
| May Hill Capital, LLC | 0.10% | Add +1.4% | 22,380 | $380K |
| Mgo One Seven LLC | 0.01% | Reduce -4.9% | 22,030 | $374K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.2% | 22,004 | $373K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -55.3% | 21,715 | $369K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +23.9% | 21,678 | $368K |
| Axq Capital, LP | 0.05% | New | 21,407 | $363K |
| Brighton Jones LLC | 0.01% | New | 21,353 | $362K |
| Storgate, LLC | 0.28% | New | 21,222 | $360K |
| a16z Perennial Management, L.P. | 0.03% | No change | 21,108 | $358K |
| Allworth Financial LP | 0.00% | Add +29.9% | 20,995 | $356K |
| Merit Financial Group, LLC | 0.00% | Add +20.4% | 20,753 | $352K |
| Riversedge Advisors, LLC | 0.06% | Add +3.3% | 20,522 | $348K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +11.8% | 20,384 | $346K |
| Legacy Wealth Partners, LLC | 0.09% | No change | 20,154 | $342K |
| Thrivent Financial for Lutherans | 0.00% | Add +9.1% | 20,538 | $342K |
| Choate Investment Advisors | 0.01% | Add +1.2% | 19,666 | $334K |
| Alta Capital Management LLC/ | 0.03% | Add +62.5% | 19,608 | $333K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Add +23.7% | 18,251 | $329K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -0.5% | 19,220 | $326K |
| Everpar Advisors LLC | 0.11% | Reduce -6.4% | 19,047 | $323K |
| Moody National Bank Trust Division | 0.03% | Add +9.5% | 18,781 | $319K |
| MAI Capital Management | 0.00% | Add +180.8% | 18,602 | $316K |
| Old National Bancorp | 0.01% | Add +2.2% | 18,509 | $314K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.4% | 18,462 | $313K |
| Palladiem, LLC | 0.30% | No change | 17,198 | $312K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -9.2% | 18,390 | $312K |
| Livet Wealth, LLC | 0.20% | Add +7.0% | 18,297 | $311K |
| Journey Strategic Wealth LLC | 0.01% | Add +16.4% | 18,217 | $309K |
| NewEdge Wealth, LLC | 0.00% | Reduce -9.3% | 17,847 | $303K |
| 55 North Private Wealth, LLC | 0.08% | Add +23.0% | 17,741 | $301K |
| Foster Group, Inc. | 0.01% | Add +1.8% | 17,588 | $298K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +0.5% | 17,579 | $298K |
| Denali Advisors LLC | 0.03% | Reduce -1.0% | 17,371 | $295K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.1% | 17,307 | $294K |
| Fiduciary Trust Co | 0.00% | Reduce -0.5% | 17,139 | $291K |
| Savvy Advisors, Inc. | 0.01% | Add +52.3% | 17,044 | $289K |
| Xponance LLC | 0.00% | Add +11.8% | 16,582 | $281K |
| One Wealth Capital Management, LLC | 0.12% | Reduce -18.9% | 15,797 | $277K |
| Mattson Financial Services, LLC | 0.07% | New | 16,170 | $274K |
| Sowell Financial Services LLC | 0.01% | Reduce -15.6% | 16,156 | $274K |
| Perigon Wealth Management, LLC | 0.00% | Add +11.9% | 15,951 | $271K |
| First Affirmative Financial Network | 0.10% | — | 15,648 | $266K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +33.5% | 15,535 | $264K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +13.2% | 15,456 | $262K |
| Apollon Wealth Management, LLC | 0.00% | Add +6.8% | 15,418 | $262K |
| Earned Wealth Advisors, LLC | 0.02% | Add +21.9% | 15,362 | $261K |
| Cozad Asset Management Inc. | 0.02% | Reduce -15.9% | 15,342 | $260K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +10.3% | 15,336 | $260K |
| Evoke Wealth, LLC | 0.00% | Add +18.8% | 15,321 | $260K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +10.0% | 15,277 | $259K |
| Baker Tilly Wealth Management, LLC | 0.06% | Add +9.5% | 15,238 | $259K |
| Brown Financial Advisors | 0.10% | New | 15,211 | $258K |
| CIBC Bancorp USA Inc. | 0.00% | — | 15,201 | $258K |
| Bingham Private Wealth, LLC | 0.20% | Add +15.4% | 15,180 | $258K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.8% | 15,088 | $256K |
| HUB Investment Partners, LLC | 0.01% | Add +8.7% | 14,876 | $252K |
| Canopy Partners, LLC | 0.09% | Reduce -1.9% | 14,867 | $252K |
| SmartHarvest Portfolios, LLC | 0.10% | Add +3.7% | 14,391 | $244K |
| Wrapmanager Inc. | 0.08% | Add +17.5% | 14,161 | $240K |
| Seven Mile Advisory | 0.17% | Reduce -1.5% | 14,118 | $240K |
| Certuity, LLC | 0.02% | Add +0.5% | 14,044 | $238K |
| World Investment Advisors | 0.00% | Add +3.1% | 13,978 | $237K |
| Sapient Capital LLC | 0.00% | Reduce -9.8% | 13,914 | $236K |
| Xxi Wealth, LLC | 0.13% | New | 13,448 | $228K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -4.0% | 13,376 | $227K |
| Crestwood Advisors Group, LLC | 0.00% | New | 13,319 | $226K |
| Frank, Rimerman Advisors LLC | 0.01% | Add +11.8% | 13,172 | $224K |
| Verus Capital Partners, LLC | 0.02% | No change | 13,000 | $221K |
| HBK Sorce Advisory LLC | 0.00% | Add +0.8% | 12,126 | $218K |
| Horizon Investments, LLC | 0.00% | Add +146.7% | 12,804 | $217K |
| Independent Solutions Wealth Management, LLC | 0.03% | No change | 12,692 | $215K |
| Brandes Investment Partners, LP | 0.00% | Reduce -43.9% | 12,392 | $210K |
| Millennium Management | 0.00% | Reduce -89.0% | 12,266 | $208K |
| Modern Wealth Management, LLC | 0.00% | New | 11,724 | $208K |
| Sunpointe, LLC | 0.07% | No change | 12,204 | $207K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | No change | 12,024 | $204K |
| Ascent Group, LLC | 0.01% | Add +13.5% | 12,022 | $204K |
| Windward Capital Management Co. | 0.02% | Reduce -35.0% | 12,013 | $204K |
| Hilltop Holdings Inc. | 0.02% | Reduce -51.7% | 11,925 | $202K |
| Diversified Trust Co. | 0.00% | Add +11.0% | 11,856 | $201K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.8% | 11,755 | $199K |
| Fidelis Capital Partners, LLC | 0.01% | Add +10.9% | 11,710 | $199K |
| Scotia Capital Inc. | 0.00% | New | 11,698 | $199K |
| Coastal Bridge Advisors, LLC | 0.01% | Reduce -14.5% | 11,692 | $198K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -36.0% | 11,303 | $197K |
| Keebeck Wealth Management | 0.02% | New | 11,547 | $196K |
| Ariadne Wealth Management, LP | 0.09% | No change | 11,485 | $195K |
| Moors & Cabot, Inc. | 0.01% | Reduce -18.1% | 11,350 | $193K |
| Eagle Bay Advisors LLC | 0.17% | Add +6.3% | 11,334 | $192K |
| Seldon Capital LP | 0.07% | Reduce -95.2% | 11,273 | $191K |
| Stephens Inc. | 0.00% | Reduce -17.4% | 11,183 | $190K |
| Wealthspire Advisors, LLC | 0.00% | New | 11,181 | $190K |
| Flatrock Wealth Partners LLC | 0.08% | Add +7.6% | 11,085 | $188K |
| LVW Advisors, LLC | 0.02% | New | 11,076 | $188K |
| Walleye Trading LLC | 0.00% | No change | 10,946 | $186K |
| Arax Advisory Partners | 0.01% | Reduce -67.4% | 10,945 | $186K |
| Premier Path Wealth Partners, LLC | 0.02% | Reduce -1.6% | 10,830 | $184K |
| Leo Wealth, LLC | 0.01% | Add +3.0% | 10,822 | $184K |
| Wallace Advisory Group, LLC | 0.19% | Add +1.8% | 10,727 | $182K |
| Wedbush Securities Inc. | 0.01% | Add +2.9% | 10,731 | $182K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +4.0% | 10,676 | $181K |
| Sepio Capital, LP | 0.01% | New | 10,554 | $179K |
| Campbell Deegan Wealth Management, LLC | 0.14% | New | 10,500 | $178K |
| Tocqueville Asset Management L.P. | 0.00% | Reduce -1.6% | 10,392 | $176K |
| Soltis Investment Advisors LLC | 0.01% | New | 10,352 | $176K |
| Angeles Wealth Management, LLC | 0.01% | New | 10,331 | $175K |
| Iron Gate Global Advisors LLC | 0.02% | New | 10,285 | $175K |
| Pure Financial Advisors, LLC | 0.00% | New | 10,229 | $174K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -0.3% | 10,155 | $172K |
| Advisory Services Network, LLC | 0.00% | Reduce -3.6% | 9,738 | $165K |
| LRI Investments, LLC | 0.01% | Reduce -7.5% | 9,029 | $153K |
| Huntington National Bank | 0.00% | Reduce -5.0% | 8,607 | $146K |
| Owl Creek Wealth Partners LLC | 0.05% | — | 8,388 | $142K |
| Parkside Financial Bank & Trust | 0.01% | Add +7.7% | 7,443 | $126K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 7,439 | $126K |
| Golden State Wealth Management, LLC | 0.01% | No change | 7,316 | $124K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.3% | 7,022 | $119K |
| Rothschild Investment LLC | 0.01% | Reduce -15.8% | 6,906 | $117K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.1% | 6,386 | $108K |
| Addison Advisors LLC | 0.02% | Add +0.4% | 5,522 | $94K |
| Anfield Capital Management, LLC | 0.02% | New | 5,057 | $86K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -63.6% | 4,795 | $81K |
| True Wealth Design, LLC | 0.02% | Add +40.2% | 4,489 | $76K |
| Solstein Capital, LLC | 0.03% | New | 4,380 | $74K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -0.1% | 4,220 | $74K |
| AlphaCore Capital LLC | 0.00% | Reduce -94.3% | 4,260 | $72K |
| Community Bank, N.A. | 0.01% | No change | 3,903 | $66K |
| Pin Oak Investment Advisors Inc. | 0.05% | No change | 3,894 | $66K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +1.7% | 3,356 | $57K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 3,348 | $57K |
| Private Trust Co. NA | 0.00% | Add +3.8% | 3,086 | $52K |
| TD Private Client Wealth LLC | 0.00% | Add +127.3% | 2,859 | $49K |
| IFP Advisors, Inc | 0.00% | Reduce -1.0% | 2,774 | $47K |
| Ancora Advisors LLC | 0.00% | Add +99.5% | 2,693 | $46K |
| Capital Analysts, LLC | 0.00% | Reduce -25.4% | 2,415 | $41K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -6.3% | 2,348 | $40K |
| Larson Financial Group LLC | 0.00% | Add +67.9% | 2,346 | $40K |
| Sound Income Strategies, LLC | 0.00% | Reduce -12.4% | 2,175 | $39K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 2,238 | $38K |
| Key Financial Inc | 0.01% | Add +16.2% | 2,129 | $36K |
| Essential Partners LLC | 0.01% | No change | 2,079 | $35K |
| Root Financial Partners, LLC | 0.00% | Reduce -21.7% | 2,005 | $34K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,005 | $34K |
| Westside Investment Management, Inc. | 0.00% | No change | 1,846 | $32K |
| JPL Wealth Management, LLC | 0.01% | New | 1,895 | $32K |
| Lanark Financial, Inc. | 0.00% | Add +1.7% | 1,867 | $32K |
| Highline Wealth Partners LLC | 0.01% | Reduce -0.6% | 1,862 | $32K |
| Cornerstone Planning Group LLC | 0.00% | Add +7.5% | 1,737 | $31K |
| Mather Group, Llc. | 0.00% | New | 1,800 | $31K |
| Whipplewood Advisors, LLC | 0.02% | New | 1,718 | $29K |
| Signature Equity Partners, LLC | 0.02% | Add +73.0% | 1,697 | $29K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.7% | 1,657 | $28K |
| Harbour Investments, Inc. | 0.00% | Add +52.5% | 1,531 | $26K |
| Bell Investment Advisors, Inc | 0.00% | Add +27.7% | 1,498 | $25K |
| Wellington Grp LLC | 0.01% | New | 1,425 | $24K |
| Grove Bank & Trust | 0.00% | No change | 1,365 | $23K |
| Destiny Wealth Partners, LLC | 0.00% | New | 1,354 | $23K |
| SJS Investment Consulting Inc. | 0.00% | Add +14.1% | 1,346 | $23K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 1,283 | $22K |
| Triumph Capital Management | 0.00% | Add +46.3% | 1,271 | $22K |
| Creative Financial Designs Inc. | 0.00% | Add +37.4% | 1,224 | $21K |
| TD Capital Management LLC | 0.00% | Add +37.0% | 1,212 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 1,205 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,158 | $20K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1774.2% | 1,162 | $20K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,096 | $19K |
| Financial Consulate, Inc. | 0.00% | Add +223.3% | 1,067 | $18K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,066 | $18K |
| Rossby Financial, LCC | 0.00% | Add +109.7% | 994 | $18K |
| NBT Bank, N.A. | 0.00% | New | 1,030 | $17K |
| Ascentis Wealth Management, LLC | 0.00% | Add +99.6% | 1,004 | $17K |
| Cornerstone Financial Management LLC | 0.01% | Add +41.4% | 950 | $16K |
| UMB Bank, n.a. | 0.00% | No change | 867 | $15K |
| Principia Wealth Advisory, LLC | 0.01% | Add +36.3% | 845 | $14K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 796 | $14K |
| SHP Wealth Management | 0.00% | Add +20.1% | 794 | $13K |
| Salem Investment Counselors Inc. | 0.00% | New | 787 | $13K |
| Bare Financial Services, Inc | 0.00% | Add +21.6% | 777 | $13K |
| Arlington Trust Co LLC | 0.00% | New | 771 | $13K |
| Ramirez Asset Management, Inc. | 0.00% | Reduce -99.8% | 751 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -1.6% | 763 | $13K |
| Dunhill Financial, LLC | 0.00% | Reduce -0.1% | 755 | $13K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.1% | 745 | $13K |
| Park Place Capital Corp | 0.00% | Reduce -6.7% | 741 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 726 | $12K |
| CENTRAL TRUST Co | 0.00% | Add +48.7% | 681 | $12K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 650 | $11K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -14.2% | 641 | $10K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 611 | $10K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 599 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 578 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 554 | $9K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 549 | $9K |
| CNB Bank | 0.00% | No change | 535 | $9K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 534 | $9K |
| Kingdom Financial Group LLC. | 0.00% | New | 534 | $9K |
| North Star Investment Management Corp. | 0.00% | Add +24.8% | 493 | $8K |
| Independence Bank of Kentucky | 0.00% | No change | 480 | $8K |
| Bravera Wealth | 0.00% | No change | 475 | $8K |
| EFG International AG | 0.00% | Add +1092.3% | 465 | $8K |
| Intentional Wealth Strategies, LLC | 0.01% | — | 461 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 459 | $8K |
| Cary Street Partners Financial LLC | 0.00% | New | 456 | $8K |
| Bangor Savings Bank | 0.00% | No change | 429 | $7K |
| Montag A & Associates Inc. | 0.00% | No change | 420 | $7K |
| RMG Wealth Management LLC | 0.00% | New | 385 | $7K |
| Berbice Capital Management LLC | 0.00% | New | 400 | $7K |
| MV Capital Management, Inc. | 0.00% | Add +215.0% | 400 | $7K |
| Benson Wealth Management INC | 0.01% | No change | 371 | $6K |
| HighMark Wealth Management LLC | 0.00% | No change | 368 | $6K |
| Clean Yield Group | 0.00% | No change | 339 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 327 | $6K |
| Zions Bancorporation, National Association | 0.00% | No change | 303 | $5K |
| Key Capital Management, INC | 0.00% | New | 302 | $5K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -4.0% | 290 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 287 | $5K |
| Abound Wealth Management | 0.00% | Reduce -36.8% | 278 | $5K |
| Nemes Rush Group LLC | 0.00% | Reduce -13.4% | 271 | $5K |
| Truvestments Capital LLC | 0.00% | New | 260 | $4K |
| St Germain D J Co. Inc. | 0.00% | Add +61.0% | 235 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 215 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | New | 214 | $4K |
| Dogwood Wealth Management LLC | 0.00% | New | 208 | $4K |
| CVA Family Office, LLC | 0.00% | Add +41.5% | 208 | $4K |
| American Capital Advisory, LLC | 0.00% | Add +28.9% | 201 | $3K |
| Hamrick Investment Counsel, llc | 0.00% | New | 200 | $3K |
| HM Payson & Co. | 0.00% | New | 200 | $3K |
| Granite FO LLC | 0.00% | No change | 186 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 178 | $3K |
| CX Institutional | 0.00% | Reduce -30.6% | 181 | $3K |
| WealthCollab, LLC | 0.00% | No change | 171 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 171 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 171 | $3K |
| Kilter Group LLC | 0.00% | Add +1133.3% | 148 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 145 | $2K |
| Crewe Advisors LLC | 0.00% | Reduce -29.3% | 133 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 120 | $2K |
| Advocate Investing Services LLC | 0.00% | No change | 120 | $2K |
| Avion Wealth | 0.00% | No change | 169 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -7.4% | 113 | $2K |
| Albion Financial Group | 0.00% | No change | 112 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 108 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 108 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 82 | $1K |
| First Command Advisory Services, Inc. | 0.00% | New | 65 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 64 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.4% | 53 | $899 |
| Southern Michigan Bank & Trust | 0.00% | — | 50 | $849 |
| Bayforest Capital Ltd | 0.00% | No change | 34 | $577 |
| Frazier Financial Advisors, LLC | 0.00% | New | 33 | $561 |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 31 | $527 |
| Trust Co | 0.00% | No change | 30 | $509 |
| Godsey & Gibb, Inc. | 0.00% | New | 10 | $170 |
| Stone House Investment Management, LLC | 0.00% | New | 8 | $136 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 2 | $34 |
"% 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.