Mitsubishi Ufj Finl-Spon ADRMUFG
13F holders, Q2 2026 (June 30)576holders +36
82new positions
41sold out
4famous investors
$19.90avg. 13F price*
At the end of Q2 2026, 576 institutions reported holding Mitsubishi Ufj Finl-Spon ADR (MUFG) in their 13F filings, up 36 from Q1 2026. 82 opened new positions and 41 sold out. The largest holders were Fisher Asset Management ($1.9B), Aristotle Capital Management, LLC ($958.1M) and Goldman Sachs Group Inc. ($295.9M). 4 famous investors held it, including Ken Fisher (0.6% of Fisher Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).
- Company
- Mitsubishi Ufj Finl-Spon ADR
- CUSIP
- 606822104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $53.9M |
| Exits | 41 | $68.6M |
All 13F filers, Q1 2026 → Q2 2026: 16,677,990 shares bought and 16,190,326 shares sold, net +487,664 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 576 holders
| Fisher Asset Management | 0.58% | Add +2.3% | 97,910,346 | $1.9B |
| Aristotle Capital Management, LLC | 2.01% | Reduce -6.4% | 48,170,066 | $958.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +3.4% | 14,874,982 | $295.9M |
| BlackRock, Inc. | 0.00% | Add +17.6% | 13,073,423 | $260.0M |
| Bank of America Corp. | 0.02% | Add +2.0% | 12,472,209 | $248.1M |
| Northern Trust Corp. | 0.03% | Reduce -3.1% | 11,066,330 | $220.1M |
| FMR LLC | 0.01% | Add +9.7% | 9,187,104 | $182.7M |
| Morgan Stanley | 0.01% | Reduce -0.2% | 6,886,940 | $137.0M |
| Royal Bank of Canada | 0.02% | Add +2.0% | 6,445,617 | $128.2M |
| Chevy Chase Trust Holdings, LLC | 0.32% | Add +1.4% | 6,274,113 | $124.8M |
| Clearbridge Investments, LLC | 0.09% | Reduce -17.7% | 5,723,173 | $113.8M |
| FIL Ltd | 0.08% | Add +17.0% | 5,667,287 | $112.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.2% | 4,822,539 | $95.9M |
| Todd Asset Management LLC | 1.42% | Reduce -0.8% | 4,028,393 | $80.1M |
| American Century Companies Inc. | 0.03% | Add +7.2% | 3,616,600 | $71.9M |
| Sei Investments Co. | 0.06% | Reduce -3.7% | 3,555,589 | $70.7M |
| Aviso Financial Inc. | 2.36% | Reduce -1.1% | 3,407,528 | $67.8M |
| JPMorgan Chase & Co. | 0.00% | Add +12.9% | 3,204,048 | $64.0M |
| Natixis Advisors, LLC | 0.07% | Add +10.6% | 2,995,668 | $59.6M |
| Quantinno Capital Management LP | 0.07% | Add +23.5% | 2,964,566 | $59.0M |
| Teachers Retirement System of the State of Kentucky | 0.34% | No change | 2,506,310 | $49.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +16.0% | 2,260,167 | $45.0M |
| Wells Fargo & Company | 0.01% | Reduce -11.3% | 2,256,290 | $44.9M |
| AQR Capital Management | 0.01% | Add +38.1% | 2,140,236 | $42.6M |
| Capital Wealth Planning, LLC | 0.20% | Add +21.2% | 2,059,506 | $41.0M |
| UBS Group AG | 0.01% | Reduce -17.4% | 1,874,094 | $37.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.8% | 1,847,481 | $36.7M |
| Jones Financial Companies LLLP | 0.01% | Add +15.4% | 1,625,882 | $32.8M |
| Creative Planning | 0.02% | Add +17.7% | 1,548,878 | $30.8M |
| National Bank of Canada | 0.02% | Add +10.4% | 1,413,433 | $28.1M |
| Bank of New York Mellon Corp | 0.00% | Add +2.8% | 1,402,109 | $27.9M |
| Neuberger Berman Group LLC | 0.02% | Add +7.4% | 1,276,427 | $25.4M |
| Thornburg Investment Management Inc. | 0.23% | Add +14.1% | 1,229,407 | $24.5M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +11.7% | 1,221,405 | $24.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.0% | 1,217,315 | $24.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -16.4% | 1,198,052 | $23.8M |
| Curi Capital, LLC | 0.30% | Add +145.8% | 986,652 | $19.5M |
| 1832 Asset Management L.P. | 0.02% | Reduce -2.1% | 946,370 | $18.8M |
| TD Waterhouse Canada Inc. | 0.05% | Add +3.6% | 928,117 | $18.8M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +2.2% | 931,287 | $18.5M |
| LPL Financial LLC | 0.00% | Reduce -2.2% | 907,092 | $18.0M |
| Crossmark Global Holdings, Inc. | 0.22% | Add +0.0% | 855,487 | $17.0M |
| SCS Capital Management LLC | 0.15% | Reduce -0.5% | 819,852 | $16.3M |
| QRG Capital Management, Inc. | 0.13% | Add +28.6% | 817,288 | $16.3M |
| Invesco Ltd. | 0.00% | Reduce -3.4% | 810,053 | $16.1M |
| Stifel Financial Corp. | 0.01% | Reduce -5.8% | 790,629 | $15.7M |
| Cerity Partners LLC | 0.02% | Reduce -5.5% | 748,920 | $14.9M |
| Permanens Capital L.P. | 1.18% | Reduce -0.2% | 574,236 | $11.5M |
| Pathstone Holdings, LLC | 0.03% | Reduce -1.3% | 570,727 | $11.4M |
| Cibc World Market Inc. | 0.02% | Reduce -5.7% | 535,840 | $10.7M |
| Barclays PLC | 0.00% | New | 522,637 | $10.4M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +10.4% | 518,540 | $10.3M |
| Westfield Capital Management Co. LP | 0.03% | Reduce -0.3% | 514,757 | $10.2M |
| Boston Common Asset Management, LLC | 0.57% | Reduce -14.0% | 487,481 | $9.7M |
| Vident Advisory, LLC | 0.07% | Add +2.2% | 484,835 | $9.6M |
| First Trust Advisors LP | 0.01% | Reduce -0.6% | 473,402 | $9.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.3% | 468,901 | $9.3M |
| MML Investors Services, LLC | 0.02% | Add +18.7% | 444,108 | $8.8M |
| US Bancorp \de | 0.01% | Reduce -3.4% | 426,647 | $8.5M |
| Citigroup Inc. | 0.00% | Add +6.6% | 422,305 | $8.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -58.4% | 418,348 | $8.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +8.7% | 415,270 | $8.3M |
| Truist Financial Corp. | 0.01% | Reduce -2.1% | 415,183 | $8.3M |
| Guardian Partners Inc. | 0.73% | Reduce -27.1% | 406,684 | $8.1M |
| Cetera Investment Advisers | 0.01% | Reduce -8.2% | 401,405 | $8.0M |
| Quadrant Capital Group LLC | 0.21% | Add +0.9% | 392,955 | $7.8M |
| Mariner, LLC | 0.01% | Add +8.7% | 390,640 | $7.8M |
| Moran Wealth Management, LLC | 0.21% | Reduce -27.3% | 383,724 | $7.6M |
| Allianz SE | 0.08% | Add +48.2% | 378,000 | $7.5M |
| Vise Technologies, Inc. | 0.08% | Add +20.5% | 375,841 | $7.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +122.0% | 373,090 | $7.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +25.9% | 370,437 | $7.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.1% | 364,862 | $7.3M |
| HRT Financial LP | 0.01% | New | 354,111 | $7.0M |
| Eagle Global Advisors LLC | 0.23% | Reduce -0.4% | 352,839 | $7.0M |
| Focus Partners Wealth | 0.01% | Add +7.8% | 349,345 | $7.0M |
| Augustine Asset Management Inc. | 1.40% | Reduce -1.1% | 346,501 | $6.9M |
| Millennium Management | 0.00% | Add +2648.8% | 337,163 | $6.7M |
| Baron Capital (BAMCO) | 0.01% | No change | 336,533 | $6.7M |
| Pekin Hardy Strauss, Inc. | 0.56% | Add +3.3% | 319,874 | $6.4M |
| Factory Mutual Insurance Co. | 0.06% | Reduce -20.0% | 315,464 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Add +6.2% | 315,420 | $6.3M |
| Callan Family Office, LLC | 0.12% | Reduce -0.1% | 314,107 | $6.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -6.6% | 314,015 | $6.2M |
| Nuveen, LLC | 0.00% | New | 311,854 | $6.2M |
| Signaturefd, LLC | 0.08% | Add +5.6% | 307,497 | $6.1M |
| M&T Bank Corp | 0.02% | Reduce -3.8% | 302,379 | $6.0M |
| Naviter Wealth, LLC | 0.55% | Add +26.1% | 297,300 | $6.0M |
| Gradient Investments LLC | 0.08% | Add +5.7% | 301,721 | $6.0M |
| Henry James International Management Inc. | 1.77% | Add +23.6% | 296,712 | $5.9M |
| Ritholtz Wealth Management | 0.09% | Add +4.6% | 294,071 | $5.8M |
| Brasada Capital Management, LP | 1.05% | Add +3.0% | 290,891 | $5.8M |
| Bessemer Group Inc. | 0.01% | Add +3.4% | 285,918 | $5.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -15.3% | 282,623 | $5.6M |
| Savant Capital, LLC | 0.02% | Add +867.8% | 262,577 | $5.6M |
| Diversify Advisory Services, LLC | 0.09% | New | 222,085 | $5.1M |
| Diversify Wealth Management, LLC | 0.09% | Reduce -2.2% | 222,085 | $5.1M |
| Atria Investments, Inc | 0.05% | Reduce -10.3% | 236,138 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +11.0% | 231,322 | $4.6M |
| Rhumbline Advisers | 0.00% | Add +8.7% | 228,609 | $4.5M |
| Evergreen Capital Management LLC | 0.08% | Add +27.1% | 228,544 | $4.5M |
| Park Avenue Securities LLC | 0.03% | Add +11.3% | 206,495 | $4.1M |
| Compound Planning, Inc. | 0.11% | Add +11.8% | 205,851 | $4.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.5% | 203,085 | $4.0M |
| Ieq Capital, LLC | 0.02% | Add +15.5% | 203,057 | $4.0M |
| Toronto Dominion Bank | 0.01% | Reduce -94.2% | 199,997 | $4.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.08% | Add +0.3% | 196,889 | $4.0M |
| Hohimer Wealth Management, LLC | 0.40% | New | 193,699 | $3.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.3% | 183,644 | $3.7M |
| Caprock Group, LLC | 0.07% | Add +2.5% | 174,565 | $3.5M |
| Mitchell Capital Management Co. | 0.53% | Add +0.1% | 176,188 | $3.5M |
| Altman Advisors, Inc. | 1.26% | Reduce -0.6% | 176,171 | $3.5M |
| Bank of Montreal | 0.00% | Reduce -30.9% | 172,564 | $3.4M |
| &partners | 0.01% | Add +18.0% | 165,186 | $3.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +8.2% | 163,549 | $3.3M |
| Myriad Asset Management Advisors LLC | 0.76% | New | 161,926 | $3.2M |
| Corient Private Wealth LP | 0.00% | Reduce -1.9% | 161,200 | $3.2M |
| JCIC Asset Management Inc. | 0.97% | No change | 186,469 | $3.2M |
| Madison Asset Management, LLC | 0.04% | Reduce -0.5% | 158,993 | $3.2M |
| Dorsey Wright & Associates | 0.53% | Reduce -29.6% | 157,134 | $3.1M |
| Fulcrum Wealth Advisors, LLC | 2.35% | Reduce -2.1% | 154,380 | $3.1M |
| Keybank National Association | 0.01% | Add +27.8% | 152,605 | $3.0M |
| Ethic Inc. | 0.04% | Add +18.5% | 151,087 | $3.0M |
| Aaron Wealth Advisors LLC | 0.15% | Add +7.6% | 150,101 | $3.0M |
| Benjamin Edwards Inc. | 0.03% | Add +2.1% | 148,216 | $2.9M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +12.5% | 137,439 | $2.8M |
| Legacy Wealth Asset Management, LLC | 0.60% | Reduce -0.6% | 138,018 | $2.7M |
| Jain Global LLC | 0.03% | Add +72.2% | 132,426 | $2.6M |
| Captrust Financial Advisors | 0.00% | Reduce -58.7% | 131,409 | $2.6M |
| BTC Capital Management, Inc. | 0.16% | Add +3.9% | 131,341 | $2.6M |
| Hantz Financial Services, Inc. | 0.03% | Add +14.2% | 127,789 | $2.5M |
| Engineers Gate Manager LP | 0.03% | Add +112.7% | 125,914 | $2.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +5.8% | 119,506 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +8.1% | 117,614 | $2.3M |
| Intrust Bank NA | 0.17% | Add +0.4% | 116,093 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -17.3% | 114,714 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -15.9% | 114,162 | $2.3M |
| Bailard, Inc. | 0.05% | Add +2.7% | 112,061 | $2.2M |
| Sivia Capital Partners, LLC | 0.27% | Add +75.2% | 112,019 | $2.2M |
| Walleye Capital LLC | 0.01% | New | 111,745 | $2.2M |
| Choreo, LLC | 0.02% | Add +7.6% | 108,050 | $2.1M |
| Confluence Investment Management LLC | 0.03% | Reduce -4.2% | 106,721 | $2.1M |
| Arax Advisory Partners | 0.01% | Add +870.4% | 106,208 | $2.1M |
| Qtron Investments LLC | 0.28% | Reduce -32.0% | 104,805 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.7% | 102,889 | $2.0M |
| Smartleaf Asset Management LLC | 0.07% | No change | 100,440 | $2.0M |
| 17 Capital Partners, LLC | 0.89% | No change | 98,845 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -1.9% | 98,633 | $2.0M |
| Greenleaf Trust | 0.02% | Reduce -2.8% | 96,029 | $1.9M |
| Barometer Capital Management Inc. | 0.53% | Add +7.1% | 95,000 | $1.9M |
| AdvisorShares Investments LLC | 0.23% | Reduce -7.4% | 94,296 | $1.9M |
| GC Wealth Management RIA, LLC | 0.11% | Add +14.9% | 93,174 | $1.9M |
| Federated Hermes, Inc. | 0.00% | Reduce -13.7% | 93,042 | $1.9M |
| Guardian Capital LP | 0.04% | Add +0.1% | 91,177 | $1.8M |
| HB Wealth Management, LLC | 0.01% | Add +3.3% | 90,600 | $1.8M |
| Ballentine Partners, LLC | 0.02% | Add +8.9% | 88,535 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -4.6% | 86,156 | $1.7M |
| Lockheed Martin Investment Management Co. | 0.07% | No change | 84,570 | $1.7M |
| Hancock Whitney Corp. | 0.03% | Reduce -1.1% | 83,422 | $1.7M |
| Trexquant Investment LP | 0.01% | Add +19.8% | 82,613 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Add +15.1% | 95,877 | $1.6M |
| Hudson Bay Capital Management LP | 0.01% | New | 81,321 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +38.7% | 80,948 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -39.0% | 80,661 | $1.6M |
| Advisors Asset Management, Inc. | 0.02% | Add +2.7% | 79,776 | $1.6M |
| Fifth Third Bancorp | 0.00% | Reduce -6.2% | 78,032 | $1.6M |
| Voleon Capital Management LP | 0.03% | New | 77,971 | $1.6M |
| Highland Capital Management, LLC | 0.07% | Add +0.1% | 76,900 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Add +14.4% | 76,319 | $1.5M |
| Abn Amro Investment Solutions | 0.01% | Reduce -34.5% | 75,200 | $1.5M |
| Dynasty Wealth Management, LLC | 0.01% | Add +24.9% | 74,982 | $1.5M |
| CIBC Asset Management Inc | 0.00% | Reduce -1.7% | 74,134 | $1.5M |
| Calamos Wealth Management LLC | 0.04% | Reduce -8.1% | 71,435 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.4% | 71,151 | $1.4M |
| GAMMA Investing LLC | 0.05% | Add +16.0% | 71,040 | $1.4M |
| Abel Hall, LLC | 0.24% | Add +2.2% | 69,120 | $1.4M |
| Versant Capital Management, Inc | 0.12% | Reduce -0.7% | 68,945 | $1.4M |
| Harbour Capital Advisors, LLC | 0.25% | Add +0.6% | 62,360 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | — | 67,736 | $1.3M |
| Checchi Capital Advisers, LLC | 0.08% | Reduce -1.0% | 66,298 | $1.3M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -0.1% | 65,701 | $1.3M |
| Ewa, LLC | 0.23% | Reduce -2.7% | 64,047 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Add +0.1% | 63,273 | $1.3M |
| Ballast Advisors LLC | 0.30% | No change | 63,069 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.0% | 62,820 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -51.0% | 61,909 | $1.2M |
| Wealth Alliance, LLC | 0.10% | Reduce -11.2% | 59,536 | $1.2M |
| Limestone Investment Advisors LP | 0.59% | No change | 59,213 | $1.2M |
| Venturi Wealth Management, LLC | 0.04% | Add +12.7% | 57,693 | $1.1M |
| Franklin Resources Inc. | 0.00% | Reduce -4.8% | 57,517 | $1.1M |
| Portside Wealth Group, LLC | 0.13% | Reduce -10.6% | 57,447 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.1% | 56,382 | $1.1M |
| Kathmere Capital Management, LLC | 0.06% | Add +22.5% | 55,562 | $1.1M |
| InTrack Investment Management Inc | 0.55% | Add +34.3% | 55,301 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +99.8% | 54,840 | $1.1M |
| Storgate, LLC | 0.23% | Add +157.0% | 54,550 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +29.6% | 49,645 | $1.1M |
| Personal Cfo Solutions, LLC | 0.15% | Reduce -2.1% | 52,479 | $1.1M |
| Linden Thomas Advisory Services, LLC | 0.08% | Add +4.0% | 52,854 | $1.1M |
| Flputnam Investment Management Co. | 0.01% | Reduce -15.5% | 52,367 | $1.0M |
| Assetmark, Inc. | 0.00% | Add +1.0% | 52,322 | $1.0M |
| Louisbourg Investments Inc. | 0.19% | No change | 52,032 | $1.0M |
| Summit Trail Advisors, LLC | 0.01% | Reduce -0.5% | 51,942 | $1.0M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +1.7% | 50,964 | $1.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | New | 50,000 | $995K |
| Fiera Capital Corp | 0.00% | Add +17.2% | 49,692 | $988K |
| Themes Management Co LLC | 0.65% | Reduce -13.0% | 49,262 | $980K |
| Trust Point Inc. | 0.08% | Add +1.5% | 49,093 | $976K |
| Aprio Wealth Management, LLC | 0.05% | Add +11.1% | 48,834 | $971K |
| Henshaw Capital LLC | 0.03% | No change | 48,563 | $966K |
| Atlas Capital Advisors Inc. | 0.10% | Add +20.8% | 48,078 | $956K |
| Burns Matteson Capital Management, LLC | 0.30% | Reduce -2.3% | 47,835 | $951K |
| DMC Group, LLC | 0.64% | Reduce -10.0% | 47,239 | $940K |
| Successful Portfolios LLC | 0.44% | No change | 44,032 | $936K |
| Mission Wealth Management, LP | 0.01% | Add +17.6% | 47,053 | $936K |
| Frec Markets, Inc. | 0.08% | Add +23.9% | 46,947 | $934K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -4.0% | 46,523 | $925K |
| Blair William & Co. | 0.00% | Add +6.6% | 46,380 | $922K |
| Prospera Financial Services Inc | 0.01% | Reduce -8.0% | 46,090 | $917K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -0.2% | 45,688 | $909K |
| Pinnacle Associates Ltd. | 0.01% | No change | 44,166 | $878K |
| Glenmede Trust Co. NA | 0.00% | Reduce -6.5% | 43,312 | $861K |
| Five Oceans Advisors | 0.28% | No change | 43,112 | $857K |
| West Family Investments, Inc. | 0.25% | Add +17.8% | 43,037 | $856K |
| RNC Capital Management LLC | 0.04% | Reduce -22.9% | 42,830 | $852K |
| Cordatus Wealth Management LLC | 0.19% | Add +1.1% | 42,580 | $847K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.1% | 41,771 | $831K |
| Bridgewater Advisors Inc. | 0.04% | Add +0.4% | 36,735 | $826K |
| Optas, LLC | 0.11% | Add +2.0% | 39,959 | $795K |
| Evolve Private Wealth, LLC | 0.05% | Add +4.8% | 39,807 | $792K |
| Anchyra Partners LLC | 0.19% | Add +5.3% | 39,695 | $790K |
| Bleakley Financial Group, LLC | 0.01% | Add +45.0% | 39,571 | $787K |
| Oppenheimer & Co. Inc. | 0.01% | New | 39,519 | $786K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -3.5% | 38,925 | $774K |
| Traveka Wealth, LLC | 0.25% | Add +0.2% | 37,939 | $755K |
| Sage Rhino Capital LLC | 0.12% | Reduce -0.9% | 37,641 | $749K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.4% | 37,570 | $747K |
| Valeo Financial Advisors, LLC | 0.02% | Add +15.6% | 37,187 | $740K |
| Principal Securities, Inc. | 0.01% | Reduce -16.8% | 36,756 | $731K |
| Xponance LLC | 0.00% | Add +115.0% | 35,644 | $709K |
| Marks Group Wealth Management, Inc | 0.06% | Reduce -55.3% | 35,541 | $707K |
| Lido Advisors, LLC | 0.00% | Add +7.6% | 34,728 | $700K |
| State Street Corp. | 0.00% | No change | 34,020 | $687K |
| Syon Capital LLC | 0.03% | Add +7.0% | 33,982 | $676K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -28.8% | 33,857 | $673K |
| Resonant Capital Advisors, LLC | 0.03% | Add +9.9% | 33,415 | $672K |
| MAI Capital Management | 0.00% | Add +79.6% | 33,403 | $669K |
| One Wealth Capital Management, LLC | 0.19% | Add +111.3% | 33,376 | $664K |
| Cetera Trust Company, N.A | 0.33% | No change | 33,020 | $657K |
| Main Street Research LLC | 0.03% | Add +7.5% | 32,721 | $651K |
| Florida Trust Wealth Management Co | 0.02% | Add +6.3% | 31,016 | $617K |
| Entropy Technologies, LP | 0.02% | Reduce -49.1% | 30,537 | $607K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 30,425 | $605K |
| Brookstone Capital Management | 0.01% | New | 30,358 | $604K |
| Seeds Investor LLC | 0.06% | Add +3.5% | 29,947 | $596K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.20% | New | 29,790 | $593K |
| E Fund Management Co., Ltd. | 0.01% | New | 29,790 | $593K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -8.0% | 29,310 | $583K |
| Merit Financial Group, LLC | 0.00% | Add +40.5% | 29,168 | $580K |
| Commerce Bank | 0.00% | Reduce -2.9% | 29,090 | $579K |
| First National Bank of Hutchinson | 0.31% | Reduce -5.7% | 28,583 | $569K |
| Basecamp Wealth Advisors LLC | 0.10% | No change | 28,371 | $564K |
| GTS Securities LLC | 0.01% | Reduce -40.1% | 28,329 | $563K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.4% | 28,231 | $562K |
| Norden Group LLC | 0.05% | Reduce -26.3% | 28,189 | $561K |
| Wedmont Private Capital | 0.01% | Reduce -13.0% | 25,222 | $546K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +75.4% | 27,115 | $539K |
| Third View Private Wealth, LLC | 0.07% | Reduce -19.6% | 27,027 | $538K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +10.7% | 27,007 | $537K |
| Riversedge Advisors, LLC | 0.07% | Add +31.1% | 26,910 | $535K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -2.7% | 26,746 | $532K |
| 55 North Private Wealth, LLC | 0.10% | Add +50.4% | 26,685 | $531K |
| Flow Traders U.S. LLC | 0.02% | New | 25,640 | $510K |
| IHT Wealth Management, LLC | 0.01% | Add +7.6% | 25,606 | $509K |
| Clearstead Advisors, LLC | 0.00% | Reduce -50.0% | 25,413 | $505K |
| Alphadyne Asset Management LP | 0.02% | New | 25,312 | $503K |
| SYM FINANCIAL Corp | 0.04% | Add +11.0% | 25,296 | $503K |
| May Hill Capital, LLC | 0.10% | Add +13.0% | 25,283 | $503K |
| Gallacher Capital Management LLC | 0.28% | Reduce -36.3% | 25,262 | $502K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -5.3% | 24,754 | $500K |
| Jackson Thornton Wealth Management, LLC | 0.04% | Add +35.9% | 24,809 | $493K |
| PDS Planning, Inc | 0.03% | No change | 24,756 | $492K |
| Hardy Reed LLC | 0.03% | Reduce -2.3% | 24,400 | $485K |
| Hunter Perkins Capital Management, LLC | 0.11% | Reduce -14.1% | 24,330 | $484K |
| Cromwell Holdings LLC | 0.22% | No change | 24,134 | $480K |
| J.Safra Asset Management Corp | 0.02% | Add +7.5% | 24,104 | $479K |
| Independent Advisor Alliance | 0.01% | Add +5.4% | 24,049 | $478K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.9% | 23,938 | $476K |
| Blueshift Asset Management, LLC | 0.11% | New | 23,630 | $470K |
| EP Wealth Advisors, LLC | 0.00% | Add +7.3% | 23,618 | $470K |
| Blue Trust, Inc. | 0.00% | Add +2.9% | 23,606 | $470K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -13.3% | 23,546 | $468K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -6.3% | 23,422 | $466K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +7.0% | 23,184 | $461K |
| AlTi Global, Inc. | 0.01% | Add +1.0% | 23,091 | $459K |
| EntryPoint Capital, LLC | 0.11% | New | 23,031 | $458K |
| Mgo One Seven LLC | 0.01% | Add +3.1% | 22,723 | $452K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +47.5% | 22,534 | $448K |
| New York State Common Retirement Fund | 0.00% | Reduce -28.1% | 22,367 | $445K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +9.3% | 22,283 | $443K |
| Savvy Advisors, Inc. | 0.01% | Add +30.1% | 22,175 | $441K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 21,804 | $434K |
| Two Sigma Investments, LP | 0.00% | Reduce -14.3% | 21,600 | $430K |
| Simplex Trading, LLC | 0.01% | New | 21,438 | $426K |
| HUB Investment Partners, LLC | 0.01% | Add +43.9% | 21,409 | $426K |
| Brighton Jones LLC | 0.01% | Reduce -1.0% | 21,136 | $420K |
| Yousif Capital Management, LLC | 0.00% | Reduce -79.8% | 20,352 | $405K |
| Foster Group, Inc. | 0.01% | Add +15.1% | 20,235 | $402K |
| Legacy Wealth Partners, LLC | 0.09% | No change | 20,154 | $401K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 19,944 | $398K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +209.8% | 19,782 | $393K |
| Choate Investment Advisors | 0.01% | No change | 19,666 | $391K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +26.4% | 19,637 | $391K |
| NewEdge Wealth, LLC | 0.00% | Add +9.1% | 19,465 | $387K |
| Alta Capital Management LLC/ | 0.03% | Reduce -1.5% | 19,310 | $384K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.8% | 19,155 | $381K |
| Allworth Financial LP | 0.00% | Reduce -8.9% | 19,129 | $380K |
| CIBC Bancorp USA Inc. | 0.00% | Add +25.3% | 19,048 | $379K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -35.0% | 18,852 | $375K |
| Virtu Financial LLC | 0.01% | New | 18,502 | $368K |
| Crestwood Advisors Group, LLC | 0.01% | Add +38.8% | 18,483 | $368K |
| Te Ahumairangi Investment Management Ltd | 0.06% | Reduce -28.1% | 18,454 | $367K |
| Mattson Financial Services, LLC | 0.08% | Add +1.4% | 16,404 | $363K |
| Old National Bancorp | 0.01% | Reduce -1.7% | 18,201 | $362K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -5.4% | 18,181 | $362K |
| Perigon Wealth Management, LLC | 0.01% | Add +11.8% | 17,832 | $355K |
| Sowell Financial Services LLC | 0.01% | Add +10.4% | 17,830 | $355K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.6% | 17,740 | $353K |
| Everpar Advisors LLC | 0.10% | Reduce -7.4% | 17,644 | $351K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +0.1% | 17,593 | $350K |
| Kingsview Wealth Management, LLC | 0.00% | Add +1.2% | 17,512 | $348K |
| Keebeck Wealth Management | 0.03% | Add +50.7% | 17,399 | $348K |
| Moody National Bank Trust Division | 0.03% | Reduce -7.6% | 17,351 | $345K |
| Athena Wealth Management, LLC | 0.26% | New | 17,340 | $345K |
| Caitong International Asset Management Co., Ltd | 0.05% | Add +32103.8% | 17,068 | $339K |
| Cresset Asset Management, LLC | 0.00% | Reduce -45.8% | 16,819 | $339K |
| Bingham Private Wealth, LLC | 0.22% | Add +8.1% | 16,407 | $326K |
| LVW Advisors, LLC | 0.03% | Add +48.0% | 16,389 | $326K |
| Cozad Asset Management Inc. | 0.02% | Add +5.8% | 16,227 | $323K |
| Livet Wealth, LLC | 0.19% | Reduce -11.8% | 16,148 | $321K |
| Canopy Partners, LLC | 0.10% | Add +7.5% | 15,989 | $318K |
| Prosperity Consulting Group, LLC | 0.01% | New | 15,788 | $314K |
| Pure Financial Advisors, LLC | 0.00% | Add +53.6% | 15,713 | $313K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.6% | 15,504 | $308K |
| SmartHarvest Portfolios, LLC | 0.10% | Add +6.6% | 15,339 | $305K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -1.0% | 15,187 | $302K |
| Brown Financial Advisors | 0.10% | Reduce -0.6% | 15,124 | $301K |
| Xxi Wealth, LLC | 0.14% | Add +11.7% | 15,018 | $299K |
| HBK Sorce Advisory LLC | 0.01% | Add +9.7% | 13,307 | $298K |
| Fiduciary Trust Co | 0.00% | Reduce -12.5% | 14,997 | $298K |
| Brown Brothers Harriman & Co. | 0.00% | Add +210.3% | 14,878 | $296K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 14,729 | $293K |
| Abundance Wealth Counselors | 0.02% | New | 14,642 | $291K |
| Denali Advisors LLC | 0.03% | Reduce -18.3% | 14,187 | $282K |
| Seven Mile Advisory | 0.19% | Add +0.3% | 14,154 | $282K |
| Icon Wealth Advisors, LLC | 0.02% | Add +25.0% | 14,133 | $281K |
| Sapient Capital LLC | 0.00% | No change | 13,914 | $280K |
| Fidelis Capital Partners, LLC | 0.02% | Add +14.2% | 13,371 | $266K |
| Wrapmanager Inc. | 0.08% | Reduce -5.6% | 13,364 | $266K |
| Cidel Asset Management Inc. | 0.01% | New | 13,323 | $265K |
| Stonebrook Private Inc. | 0.05% | New | 13,006 | $259K |
| Frank, Rimerman Advisors LLC | 0.01% | Reduce -1.6% | 12,958 | $258K |
| Palladiem, LLC | 0.25% | Reduce -24.9% | 12,918 | $257K |
| Ascent Group, LLC | 0.01% | Add +6.8% | 12,836 | $255K |
| Pallas Capital Advisors LLC | 0.01% | New | 12,753 | $254K |
| Independent Solutions Wealth Management, LLC | 0.03% | No change | 12,692 | $252K |
| Eagle Bay Advisors LLC | 0.19% | Add +10.3% | 12,504 | $252K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +7.1% | 12,592 | $250K |
| Coastal Bridge Advisors, LLC | 0.01% | Add +4.5% | 12,212 | $243K |
| Sunpointe, LLC | 0.07% | No change | 12,204 | $243K |
| Range Advisory, LLC | 0.03% | New | 12,160 | $242K |
| Baker Tilly Wealth Management, LLC | 0.05% | Reduce -20.3% | 12,152 | $242K |
| Advisory Services Network, LLC | 0.00% | Add +24.1% | 12,083 | $240K |
| World Investment Advisors | 0.00% | Reduce -2.9% | 13,580 | $240K |
| Facet Wealth, Inc. | 0.00% | New | 12,029 | $239K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | No change | 12,024 | $239K |
| Diversified Trust Co. | 0.00% | Add +0.8% | 11,954 | $238K |
| Hilltop Holdings Inc. | 0.02% | No change | 11,925 | $237K |
| Brandes Investment Partners, LP | 0.00% | Reduce -4.0% | 11,894 | $237K |
| Windward Capital Management Co. | 0.02% | Reduce -1.6% | 11,817 | $235K |
| Wedbush Securities Inc. | 0.01% | Add +9.9% | 11,792 | $235K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +9.3% | 11,664 | $232K |
| Verus Capital Partners, LLC | 0.01% | Reduce -11.5% | 11,500 | $229K |
| Sepio Capital, LP | 0.01% | Add +8.7% | 11,470 | $228K |
| Scotia Capital Inc. | 0.00% | Reduce -2.0% | 11,459 | $228K |
| Soltis Investment Advisors LLC | 0.01% | Add +10.7% | 11,457 | $228K |
| Mayflower Financial Advisors, LLC | 0.02% | New | 11,437 | $227K |
| Certuity, LLC | 0.01% | Reduce -18.6% | 11,436 | $227K |
| Flatrock Wealth Partners LLC | 0.09% | Add +1.1% | 11,210 | $227K |
| Ariadne Wealth Management, LP | 0.10% | Reduce -1.3% | 11,337 | $225K |
| Csenge Advisory Group | 0.01% | New | 11,284 | $224K |
| Empowered Funds, LLC | 0.00% | New | 11,055 | $220K |
| Walleye Trading LLC | 0.00% | No change | 10,946 | $218K |
| RiverFront Investment Group, LLC | 0.00% | New | 10,743 | $214K |
| Angeles Wealth Management, LLC | 0.01% | Add +2.2% | 10,557 | $213K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | Add +43.0% | 10,637 | $212K |
| Gryphon Financial Partners LLC | 0.02% | New | 10,624 | $211K |
| Campbell Deegan Wealth Management, LLC | 0.15% | No change | 10,500 | $209K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 10,392 | $207K |
| HSBC Holdings PLC | 0.00% | New | 10,383 | $207K |
| Convergence Financial, LLC | 0.02% | New | 10,359 | $206K |
| Modern Wealth Management, LLC | 0.00% | Reduce -12.2% | 10,292 | $205K |
| Iron Gate Global Advisors LLC | 0.02% | No change | 10,285 | $205K |
| Enterprise Financial Services Corp | 0.08% | New | 10,254 | $204K |
| NewSquare Capital LLC | 0.02% | New | 10,230 | $203K |
| Aspiriant, LLC | 0.01% | New | 10,230 | $203K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 10,204 | $203K |
| Premier Path Wealth Partners, LLC | 0.02% | Reduce -6.7% | 10,106 | $201K |
| Composition Wealth, LLC | 0.00% | New | 10,081 | $201K |
| Wallace Advisory Group, LLC | 0.19% | Reduce -6.0% | 10,081 | $201K |
| Inscription Capital, LLC | 0.02% | New | 10,010 | $199K |
| LRI Investments, LLC | 0.02% | Add +7.2% | 9,676 | $192K |
| Huntington National Bank | 0.00% | Add +4.7% | 9,013 | $179K |
| Owl Creek Wealth Partners LLC | 0.05% | No change | 8,388 | $167K |
| Rothschild Investment LLC | 0.01% | Add +17.9% | 8,141 | $162K |
| Parkside Financial Bank & Trust | 0.01% | Add +7.7% | 8,017 | $159K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.3% | 7,325 | $147K |
| Golden State Wealth Management, LLC | 0.01% | No change | 7,316 | $146K |
| Salomon & Ludwin, LLC | 0.01% | Add +56.5% | 6,603 | $134K |
| City Holding Co. | 0.01% | New | 5,000 | $99K |
| Horizon Investments, LLC | 0.00% | Reduce -61.0% | 4,987 | $99K |
| True Wealth Design, LLC | 0.02% | Add +8.8% | 4,885 | $97K |
| Global X Japan Co., Ltd. | 0.00% | New | 4,746 | $94K |
| TD Private Client Wealth LLC | 0.00% | Add +55.9% | 4,458 | $89K |
| Solstein Capital, LLC | 0.03% | No change | 4,380 | $87K |
| First Command Advisory Services, Inc. | 0.00% | Add +6472.3% | 4,272 | $85K |
| Rosenberg Matthew Hamilton | 0.02% | Add +659.6% | 4,208 | $84K |
| Pin Oak Investment Advisors Inc. | 0.06% | Add +1.5% | 3,954 | $79K |
| Community Bank, N.A. | 0.01% | No change | 3,903 | $78K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 3,348 | $67K |
| Larson Financial Group LLC | 0.00% | Add +36.0% | 3,191 | $63K |
| Private Trust Co. NA | 0.00% | Reduce -4.5% | 2,948 | $59K |
| Quantum Portfolio Management LLC | 0.02% | New | 2,792 | $56K |
| Accent Capital Management, LLC | 0.02% | New | 2,650 | $53K |
| IFP Advisors, Inc | 0.00% | Reduce -5.2% | 2,629 | $52K |
| Mather Group, Llc. | 0.00% | Add +42.9% | 2,573 | $51K |
| SJS Investment Consulting Inc. | 0.01% | Add +77.9% | 2,395 | $48K |
| Essential Partners LLC | 0.02% | Add +10.6% | 2,300 | $46K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 2,238 | $45K |
| Capital Analysts, LLC | 0.00% | Reduce -10.3% | 2,165 | $43K |
| Cornerstone Planning Group LLC | 0.01% | Add +8.0% | 1,876 | $42K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -14.1% | 2,018 | $41K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +13.3% | 1,878 | $37K |
| Lanark Financial, Inc. | 0.00% | Reduce -0.1% | 1,866 | $37K |
| Highline Wealth Partners LLC | 0.01% | Reduce -0.8% | 1,847 | $37K |
| Westside Investment Management, Inc. | 0.00% | No change | 1,846 | $37K |
| Harbour Investments, Inc. | 0.00% | Add +14.5% | 1,753 | $35K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +45.6% | 1,692 | $34K |
| IMA Advisory Services, Inc. | 0.00% | Add +469.3% | 1,651 | $33K |
| Signature Equity Partners, LLC | 0.01% | Reduce -3.5% | 1,638 | $33K |
| Bare Financial Services, Inc | 0.01% | Add +100.9% | 1,561 | $31K |
| Bell Investment Advisors, Inc | 0.00% | Add +3.0% | 1,543 | $31K |
| JPL Wealth Management, LLC | 0.01% | Reduce -22.3% | 1,472 | $29K |
| Grove Bank & Trust | 0.00% | Add +5.3% | 1,437 | $29K |
| SHP Wealth Management | 0.00% | Add +72.9% | 1,373 | $27K |
| Addison Advisors LLC | 0.01% | Reduce -76.0% | 1,323 | $26K |
| Key Financial Inc | 0.00% | Reduce -38.9% | 1,300 | $26K |
| Triumph Capital Management | 0.00% | Add +1.3% | 1,288 | $26K |
| Cornerstone Financial Management LLC | 0.02% | Add +34.5% | 1,278 | $25K |
| Elevation Wealth Partners, LLC | 0.01% | New | 1,269 | $25K |
| Kilter Group LLC | 0.01% | Add +753.4% | 1,263 | $25K |
| TD Capital Management LLC | 0.00% | No change | 1,212 | $24K |
| Asset Dedication, LLC | 0.00% | No change | 1,205 | $24K |
| St Germain D J Co. Inc. | 0.00% | Add +402.1% | 1,180 | $23K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,158 | $23K |
| Financial Consulate, Inc. | 0.00% | Add +6.8% | 1,140 | $23K |
| Retirement Wealth Solutions LLC | 0.01% | Add +45.4% | 1,109 | $22K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 1,107 | $22K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,066 | $21K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 1,060 | $21K |
| Fiduciary Financial Advisors | 0.00% | New | 1,037 | $21K |
| NBT Bank, N.A. | 0.00% | No change | 1,030 | $20K |
| Compass Financial Management LLC | 0.00% | — | 1,028 | $20K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 1,004 | $20K |
| Rossby Financial, LCC | 0.00% | Reduce -5.5% | 939 | $19K |
| Ancora Advisors LLC | 0.00% | Reduce -65.5% | 928 | $18K |
| Principia Wealth Advisory, LLC | 0.01% | Add +8.2% | 914 | $18K |
| Creative Financial Designs Inc. | 0.00% | Reduce -27.2% | 891 | $18K |
| Manning & Napier Advisors LLC | 0.00% | Add +27.6% | 818 | $16K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 796 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 787 | $16K |
| Arlington Trust Co LLC | 0.00% | No change | 771 | $15K |
| Dunhill Financial, LLC | 0.00% | No change | 755 | $15K |
| Park Place Capital Corp | 0.00% | No change | 741 | $15K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 726 | $14K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 650 | $13K |
| EFG International AG | 0.00% | Add +32.0% | 614 | $12K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 611 | $12K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 599 | $12K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 578 | $11K |
| Acumen Wealth Advisors, LLC | 0.00% | No change | 549 | $11K |
| Institute for Wealth Management, LLC. | 0.00% | New | 548 | $11K |
| CENTRAL TRUST Co | 0.00% | Reduce -19.5% | 548 | $11K |
| North Star Investment Management Corp. | 0.00% | Add +10.6% | 545 | $11K |
| CNB Bank | 0.00% | No change | 535 | $11K |
| Hager Investment Management Services, LLC | 0.00% | New | 511 | $10K |
| Continuum Advisory, LLC | 0.00% | New | 502 | $10K |
| Independence Bank of Kentucky | 0.00% | No change | 480 | $10K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 479 | $10K |
| MV Capital Management, Inc. | 0.00% | Add +19.0% | 476 | $9K |
| Bravera Wealth | 0.00% | No change | 475 | $9K |
| American Capital Advisory, LLC | 0.00% | Add +135.8% | 474 | $9K |
| Gleason Group, Inc. | 0.00% | New | 468 | $9K |
| Bangor Savings Bank | 0.00% | No change | 429 | $9K |
| Montag A & Associates Inc. | 0.00% | No change | 420 | $8K |
| Ameriflex Group, Inc. | 0.00% | Add +94.9% | 419 | $8K |
| Benson Wealth Management INC | 0.01% | No change | 371 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -67.3% | 358 | $7K |
| JNBA Financial Advisors | 0.00% | New | 354 | $7K |
| Clean Yield Group | 0.00% | No change | 339 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 327 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | New | 326 | $6K |
| Motco | 0.00% | New | 322 | $6K |
| Crewe Advisors LLC | 0.00% | Add +129.3% | 305 | $6K |
| Zions Bancorporation, National Association | 0.00% | No change | 303 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 287 | $6K |
| Investment Counsel Co. of Nevada | 0.01% | New | 286 | $6K |
| Dogwood Wealth Management LLC | 0.00% | Add +37.0% | 285 | $6K |
| Bogart Wealth, LLC | 0.00% | Add +64.3% | 281 | $6K |
| Abound Wealth Management | 0.00% | No change | 278 | $6K |
| Nemes Rush Group LLC | 0.00% | No change | 271 | $5K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 266 | $5K |
| Winch Advisory Services, LLC | 0.00% | New | 261 | $5K |
| HighMark Wealth Management LLC | 0.00% | Reduce -30.7% | 255 | $5K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 253 | $5K |
| Markowski Investments | 0.00% | — | 234 | $5K |
| Horizon Financial Services, LLC | 0.00% | New | 225 | $4K |
| Highland Investment Advisors LLC | 0.00% | — | 222 | $4K |
| SWAN Capital LLC | 0.00% | New | 215 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 214 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 208 | $4K |
| CX Institutional | 0.00% | No change | 181 | $4K |
| HM Payson & Co. | 0.00% | No change | 200 | $4K |
| Nova Wealth Management, Inc. | 0.00% | New | 195 | $4K |
| Allied Private Wealth LLC | 0.00% | — | 183 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 191 | $4K |
| Granite FO LLC | 0.00% | No change | 186 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 178 | $4K |
| CoreCap Advisors, LLC | 0.00% | Reduce -76.8% | 173 | $3K |
| WealthCollab, LLC | 0.00% | No change | 171 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -1.2% | 169 | $3K |
| Elequin Capital, LP | 0.00% | New | 163 | $3K |
| Avion Wealth | 0.00% | No change | 169 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 145 | $3K |
| Synergy Investment Management, LLC | 0.00% | New | 130 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +28.7% | 139 | $3K |
| West Paces Advisors Inc. | 0.00% | New | 138 | $3K |
| IFG Advisory, LLC | 0.00% | New | 138 | $3K |
| Marshall Investment Management, LLC | 0.00% | New | 136 | $3K |
| Advocate Investing Services LLC | 0.00% | No change | 120 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 120 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 113 | $2K |
| Albion Financial Group | 0.00% | No change | 112 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 108 | $2K |
| Colonial Trust Co / SC | 0.00% | New | 102 | $2K |
| Monetary Solutions, Ltd | 0.00% | New | 100 | $2K |
| Sittner & Nelson, LLC | 0.00% | New | 87 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -95.2% | 82 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 82 | $2K |
| Noble Wealth Management PBC | 0.00% | New | 80 | $2K |
| Webster Bank, N. A. | 0.00% | New | 66 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 64 | $1K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -87.3% | 58 | $1K |
| Game Plan Financial Advisors, LLC | 0.00% | New | 56 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 54 | $1K |
| Quent Capital, LLC | 0.00% | New | 54 | $1K |
| Southern Michigan Bank & Trust | 0.00% | No change | 50 | $995 |
| Bayforest Capital Ltd | 0.00% | No change | 34 | $676 |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 31 | $617 |
| Trust Co | 0.00% | No change | 30 | $597 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 30 | $589 |
| Stone House Investment Management, LLC | 0.00% | Add +200.0% | 24 | $477 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.4% | 12 | $239 |
| Mosley Wealth Management | 0.00% | New | 10 | $199 |
| Godsey & Gibb, Inc. | 0.00% | No change | 10 | $199 |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $40 |
"% 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.