Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q1 2024 (March 31)309holders
7famous investors
$11.84avg. 13F price*
At the end of Q1 2024, 309 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings. The largest holders were Morgan Stanley ($142.7M), Goldman Sachs Group Inc. ($128.5M) and FMR LLC ($83.0M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Sumitomo Mitsui-Spons ADR
- CUSIP
- 86562M209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $103.3M |
| Exits | 38 | $35.9M |
Ownership 309 holders
| Morgan Stanley | 0.01% | Reduce -9.4% | 12,123,428 | $142.7M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -1.1% | 10,915,210 | $128.5M |
| FMR LLC | 0.01% | Add +0.3% | 7,050,938 | $83.0M |
| BlackRock Inc. | 0.00% | Reduce -0.3% | 6,621,399 | $77.9M |
| Wells Fargo & Company | 0.01% | Add +0.1% | 4,276,194 | $50.3M |
| Clark Capital Management Group, Inc. | 0.37% | New | 4,222,423 | $49.7M |
| Cowen Investment Management LLC | 55.21% | Reduce -20.5% | 3,301,575 | $38.9M |
| Millennium Management | 0.03% | Reduce -0.4% | 3,214,755 | $37.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +5.4% | 2,951,743 | $34.7M |
| Northern Trust Corp. | 0.01% | Reduce -14.8% | 2,890,646 | $34.0M |
| Cowen and Company, LLC | 1.30% | New | 2,800,730 | $33.0M |
| Invesco Ltd. | 0.00% | Reduce -24.8% | 1,874,028 | $22.1M |
| Renaissance Technologies | 0.03% | Reduce -8.7% | 1,566,970 | $18.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.9% | 1,563,278 | $18.4M |
| Bank of America Corp. | 0.00% | Reduce -0.0% | 1,323,126 | $15.6M |
| American Century Companies Inc. | 0.01% | Add +5.5% | 1,275,724 | $15.0M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 931,410 | $11.0M |
| Anderson Hoagland & Co. | 1.11% | Add +3.5% | 859,561 | $9.9M |
| JPMorgan Chase & Co. | 0.00% | Add +0.6% | 835,904 | $9.8M |
| Citadel Advisors | 0.01% | Add +655.8% | 674,952 | $7.9M |
| CIBC Asset Management Inc | 0.03% | Reduce -3.0% | 639,223 | $7.5M |
| Cibc World Market Inc. | 0.02% | Reduce -27.2% | 579,357 | $6.8M |
| Franklin Resources Inc. | 0.00% | Reduce -4.6% | 559,472 | $6.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -9.4% | 549,278 | $6.5M |
| Moran Wealth Management, LLC | 0.20% | Add +0.3% | 528,313 | $6.2M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +19.9% | 523,752 | $6.2M |
| Bailard, Inc. | 0.15% | New | 95,000 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +1.4% | 465,675 | $5.5M |
| Bleakley Financial Group, LLC | 0.16% | Reduce -2.7% | 455,282 | $5.4M |
| Simplicity Wealth,LLC | 0.13% | New | 455,282 | $5.4M |
| Ramirez Asset Management, Inc. | 1.07% | Add +20.1% | 449,293 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -4.2% | 423,393 | $5.0M |
| Crossmark Global Holdings, Inc. | 0.10% | Reduce -2.4% | 418,792 | $4.9M |
| D. E. Shaw & Co. | 0.01% | Add +1408.3% | 394,344 | $4.6M |
| QRG Capital Management, Inc. | 0.06% | Add +35.8% | 393,742 | $4.6M |
| Quantinno Capital Management LP | 0.10% | Add +5.8% | 391,682 | $4.6M |
| Mariner, LLC | 0.01% | Add +9.7% | 390,434 | $4.6M |
| Ethic Inc. | 0.11% | Add +4.1% | 368,972 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +43.0% | 346,928 | $4.1M |
| UBS Group AG | 0.00% | Reduce -3.4% | 331,795 | $3.9M |
| Creative Planning | 0.00% | Add +25.9% | 308,352 | $3.6M |
| HighTower Advisors, LLC | 0.01% | Add +21.9% | 303,684 | $3.6M |
| First Trust Direct Indexing L.P. | 0.26% | Reduce -2.0% | 302,246 | $3.6M |
| Greenleaf Trust | 0.03% | Add +0.1% | 295,387 | $3.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +51.1% | 284,446 | $3.3M |
| Gilman Hill Asset Management, LLC | 0.58% | Reduce -31.4% | 275,879 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.7% | 270,815 | $3.2M |
| Eagle Global Advisors LLC | 0.18% | Add +28.6% | 270,000 | $3.2M |
| Federated Hermes, Inc. | 0.01% | Reduce -4.6% | 264,422 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -2.7% | 258,358 | $3.0M |
| Bank of Montreal | 0.00% | Add +4.5% | 249,796 | $3.0M |
| Boston Partners | 0.00% | Add +56.6% | 251,597 | $3.0M |
| Capital Wealth Planning, LLC | 0.03% | Add +100.8% | 235,566 | $2.8M |
| Penserra Capital Management LLC | 0.03% | Add +100.8% | 235,566 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +149.1% | 224,832 | $2.6M |
| Groupama Asset Managment | 0.05% | New | 44,680 | $2.6M |
| Calamos Advisors LLC | 0.02% | Add +47.0% | 211,720 | $2.5M |
| Dorsey Wright & Associates | 0.64% | Reduce -2.5% | 208,395 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 208,397 | $2.5M |
| Fisher Asset Management | 0.00% | Add +30.9% | 207,691 | $2.4M |
| Legacy Wealth Asset Management, LLC | 0.68% | Reduce -0.4% | 206,342 | $2.4M |
| Capital Fund Management S.A. | 0.03% | Add +0.2% | 202,410 | $2.4M |
| Signaturefd, LLC | 0.05% | Add +6.5% | 200,781 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 195,538 | $2.3M |
| Forum Financial Management, LP | 0.04% | Add +2.3% | 193,123 | $2.3M |
| BTC Capital Management, Inc. | 0.20% | — | 183,885 | $2.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +51.3% | 175,823 | $2.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.10% | Add +2.4% | 175,633 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.5% | 175,307 | $2.1M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +32.3% | 175,285 | $2.1M |
| Rhumbline Advisers | 0.00% | Add +3.8% | 168,119 | $2.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -8.7% | 168,000 | $2.0M |
| Augustine Asset Management Inc. | 0.79% | Reduce -0.2% | 160,957 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +20.7% | 149,255 | $1.8M |
| Lockheed Martin Investment Management Co. | 0.12% | Reduce -11.4% | 145,260 | $1.7M |
| Tudor Investment Corporation | 0.02% | Add +96.9% | 141,153 | $1.7M |
| Naviter Wealth, LLC | 0.26% | Add +15.2% | 133,246 | $1.6M |
| Orbis Allan Gray Ltd | 0.01% | No change | 125,203 | $1.5M |
| Sei Investments Co. | 0.00% | Reduce -52.5% | 120,000 | $1.4M |
| Ritholtz Wealth Management | 0.05% | Add +16.4% | 118,206 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +692.1% | 116,179 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.0% | 115,576 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Add +125.5% | 111,607 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 110,901 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -2.5% | 101,800 | $1.2M |
| Te Ahumairangi Investment Management Ltd | 0.20% | No change | 96,777 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +412.2% | 96,618 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -94.0% | 96,090 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -0.4% | 91,331 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -8.3% | 89,896 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.5% | 88,694 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +3.5% | 88,694 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.6% | 86,812 | $1.0M |
| Morningstar Investment Services LLC | 0.01% | Reduce -49.7% | 83,620 | $988K |
| AQR Capital Management | 0.00% | New | 83,120 | $978K |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -0.1% | 81,889 | $964K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -9.4% | 81,372 | $958K |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -0.5% | 78,288 | $921K |
| LPL Financial LLC | 0.00% | Add +5.4% | 76,144 | $896K |
| Investors Research Corp | 0.19% | Reduce -1.2% | 69,554 | $819K |
| Mission Wealth Management, LP | 0.02% | Reduce -4.3% | 67,207 | $791K |
| Aquatic Capital Management LLC | 0.03% | Reduce -46.9% | 66,800 | $786K |
| Kestra Advisory Services, LLC | 0.01% | Add +265.1% | 65,471 | $771K |
| Quadrant Capital Group LLC | 0.06% | Add +3.8% | 65,399 | $770K |
| Susquehanna International Group, LLP | 0.00% | Add +105.1% | 64,652 | $761K |
| MML Investors Services, LLC | 0.00% | Reduce -13.2% | 63,288 | $745K |
| Grey Street Capital, LLC | 0.10% | New | 61,755 | $728K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.6% | 59,350 | $699K |
| Inspire Advisors, LLC | 0.10% | Add +15.2% | 58,974 | $694K |
| Lake Street Advisors Group, LLC | 0.03% | Reduce -0.3% | 58,265 | $686K |
| Townsquare Capital LLC | 0.01% | Add +15.1% | 56,080 | $660K |
| Eagle Asset Management Inc. | 0.00% | Reduce -25.0% | 56,896 | $650K |
| Axq Capital, LP | 0.15% | Reduce -35.0% | 53,943 | $635K |
| Ballentine Partners, LLC | 0.01% | Add +15.1% | 53,380 | $628K |
| BKM Wealth Management, LLC | 0.27% | Add +39.5% | 53,010 | $624K |
| Diversify Advisory Services, LLC | 0.04% | — | 53,971 | $617K |
| M&T Bank Corp | 0.00% | Reduce -1.4% | 52,182 | $615K |
| Parallel Advisors, LLC | 0.02% | Add +27.3% | 52,153 | $614K |
| Principal Securities, Inc. | 0.02% | Add +1364.2% | 51,145 | $602K |
| Evergreen Capital Management LLC | 0.02% | Add +0.7% | 51,013 | $600K |
| AdvisorShares Investments LLC | 0.11% | Reduce -1.6% | 50,488 | $594K |
| Guggenheim Capital LLC | 0.00% | Reduce -21.3% | 50,082 | $589K |
| Gradient Investments LLC | 0.01% | Reduce -7.5% | 48,779 | $574K |
| Caprock Group, LLC | 0.03% | Add +0.1% | 48,637 | $572K |
| Westwood Holdings Group Inc. | 0.00% | Add +0.0% | 47,852 | $563K |
| Compound Planning, Inc. | 0.05% | Add +31.0% | 46,047 | $542K |
| Checchi Capital Advisers, LLC | 0.04% | Add +1.4% | 43,590 | $513K |
| Banco Santander, S.A. | 0.01% | New | 43,000 | $506K |
| PDS Planning, Inc | 0.05% | Add +3.9% | 42,769 | $503K |
| Vanguard Capital Wealth Advisors | 0.35% | Reduce -17.8% | 42,563 | $501K |
| Raymond James & Associates | 0.00% | Reduce -42.9% | 41,254 | $486K |
| Glenmede Trust Co. NA | 0.00% | Add +5.1% | 40,600 | $478K |
| Advisors Asset Management, Inc. | 0.01% | Add +21.0% | 40,312 | $474K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +4.8% | 39,424 | $464K |
| Lazard Asset Management LLC | 0.00% | Reduce -53.1% | 39,411 | $463K |
| Aaron Wealth Advisors LLC | 0.06% | Add +68.3% | 37,981 | $447K |
| RNC Capital Management LLC | 0.03% | Reduce -0.6% | 37,865 | $446K |
| Covenant Partners, LLC | 0.13% | Reduce -33.2% | 37,262 | $439K |
| Sage Rhino Capital LLC | 0.10% | Add +2.8% | 37,004 | $436K |
| Vise Technologies, Inc. | 0.09% | Reduce -33.1% | 36,983 | $435K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -37.6% | 36,926 | $435K |
| Truist Financial Corp. | 0.00% | Reduce -43.2% | 36,164 | $426K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -84.6% | 34,944 | $411K |
| Gateway Advisory, LLC | 0.07% | Add +14.7% | 34,893 | $411K |
| Schechter Investment Advisors, LLC | 0.03% | Add +10.7% | 33,599 | $395K |
| Channing Global Advisors, LLC | 0.33% | Reduce -1.6% | 32,964 | $388K |
| Neuberger Berman Group LLC | 0.00% | Add +180.3% | 32,919 | $387K |
| Captrust Financial Advisors | 0.00% | Reduce -38.6% | 32,846 | $387K |
| Pitcairn Co. | 0.02% | Reduce -2.2% | 32,280 | $380K |
| Barometer Capital Management Inc. | 0.10% | Add +164.2% | 33,554 | $380K |
| Jefferies Financial Group Inc. | 0.01% | Add +14.4% | 31,658 | $373K |
| Ieq Capital, LLC | 0.01% | Add +20.6% | 30,697 | $361K |
| SVB Wealth LLC | 0.01% | Reduce -1.4% | 30,009 | $353K |
| V-Square Quantitative Management LLC | 0.05% | No change | 30,575 | $348K |
| Gallacher Capital Management LLC | 0.18% | Reduce -1.3% | 29,394 | $346K |
| NewEdge Advisors, LLC | 0.00% | Add +5.1% | 29,280 | $345K |
| Schroder Investment Management Group | 0.00% | Reduce -0.2% | 29,126 | $343K |
| Callan Capital, LLC | 0.03% | Add +102.8% | 28,882 | $340K |
| Calydon Capital | 0.06% | No change | 29,134 | $338K |
| UMB Bank, n.a. | 0.01% | No change | 28,396 | $334K |
| Cable Hill Partners, LLC | 0.04% | No change | 34,099 | $333K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -2.3% | 27,389 | $322K |
| Mather Group, Llc. | 0.01% | Add +0.3% | 32,760 | $317K |
| Louisbourg Investments Inc. | 0.09% | No change | 26,652 | $314K |
| Traveka Wealth, LLC | 0.14% | Add +4.3% | 26,647 | $314K |
| Russell Investments Group, Ltd. | 0.00% | Add +38.8% | 25,753 | $303K |
| HSBC Holdings PLC | 0.00% | Add +3.1% | 24,695 | $291K |
| Flow Traders U.S. LLC | 0.01% | Reduce -54.4% | 23,730 | $279K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -26.9% | 23,571 | $277K |
| Rockefeller Capital Management L.P. | 0.00% | New | 23,484 | $276K |
| Citigroup Inc. | 0.00% | Add +45.9% | 23,266 | $274K |
| Pzena Investment Management LLC | 0.00% | Reduce -1.8% | 22,739 | $268K |
| Capstone Investment Advisors, LLC | 0.01% | New | 22,036 | $259K |
| Sivia Capital Partners, LLC | 0.17% | Add +3.5% | 21,644 | $255K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +28.7% | 21,395 | $252K |
| West Family Investments, Inc. | 0.08% | Add +3.5% | 21,215 | $250K |
| Ewa, LLC | 0.11% | Reduce -5.8% | 21,413 | $248K |
| Werba Rubin Papier Wealth Management | 0.07% | Add +3.2% | 21,041 | $248K |
| Private Advisor Group, LLC | 0.00% | Reduce -16.2% | 21,032 | $248K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.5% | 20,813 | $245K |
| Drive Wealth Management, LLC | 0.07% | Add +7.1% | 20,416 | $240K |
| Causeway Capital Management LLC | 0.01% | Reduce -97.9% | 20,361 | $240K |
| Clarius Group, LLC | 0.02% | Add +10.9% | 20,282 | $239K |
| Barclays PLC | 0.00% | No change | 20,000 | $235K |
| Five Oceans Advisors | 0.12% | No change | 19,870 | $234K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 19,686 | $232K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -63.7% | 19,283 | $227K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +81.5% | 18,796 | $221K |
| Trust Point Inc. | 0.02% | Add +26.0% | 18,494 | $218K |
| Wrapmanager Inc. | 0.06% | Add +0.7% | 18,478 | $217K |
| Beverly Hills Private Wealth, LLC | 0.05% | Add +5.0% | 18,369 | $216K |
| Seeds Investor LLC | 0.20% | Add +4.4% | 18,090 | $213K |
| BSW Wealth Partners | 0.04% | New | 18,029 | $212K |
| New Republic Capital, LLC | 0.13% | No change | 17,903 | $211K |
| Shilanski & Associates, Inc. | 0.07% | New | 17,502 | $206K |
| Lindbrook Capital, LLC | 0.02% | Add +7.3% | 17,368 | $204K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 17,202 | $202K |
| Csenge Advisory Group | 0.01% | New | 17,201 | $202K |
| First Affirmative Financial Network | 0.15% | Add +9.4% | 16,948 | $199K |
| Claro Advisors Inc. | 0.03% | Add +6.0% | 16,712 | $197K |
| Keybank National Association | 0.00% | Add +13.7% | 16,424 | $193K |
| Catalina Capital Group, LLC | 0.08% | New | 16,286 | $192K |
| Cwm, LLC | 0.00% | Add +11.6% | 15,715 | $185K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 14,916 | $176K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.5% | 14,894 | $175K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 15,121 | $172K |
| Wedbush Securities Inc. | 0.01% | New | 14,421 | $170K |
| State Street Corp. | 0.00% | No change | 13,954 | $164K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -13.0% | 13,627 | $160K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -11.6% | 13,586 | $160K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -15.5% | 13,389 | $158K |
| Regions Financial Corp. | 0.00% | Reduce -67.2% | 13,297 | $157K |
| Keel Point, LLC | 0.02% | Add +12.0% | 13,258 | $156K |
| Acorn Creek Capital LLC | 0.10% | Reduce -0.4% | 13,243 | $156K |
| Prudent Man Advisors, LLC | 0.06% | Reduce -18.0% | 13,031 | $153K |
| Baader Bank Aktiengesellschaft | 0.01% | New | 13,000 | $153K |
| HighPoint Advisor Group LLC | 0.01% | Add +9.7% | 13,085 | $153K |
| Wedmont Private Capital | 0.01% | Add +1.7% | 12,900 | $150K |
| Canopy Partners, LLC | 0.07% | New | 12,230 | $144K |
| GAMMA Investing LLC | 0.03% | Add +19.8% | 12,171 | $143K |
| Centiva Capital, LP | 0.01% | New | 12,070 | $142K |
| HB Wealth Management, LLC | 0.00% | New | 11,758 | $138K |
| Ellevest, Inc. | 0.01% | Add +11.7% | 11,309 | $133K |
| Flputnam Investment Management Co. | 0.00% | Add +1.0% | 11,290 | $133K |
| Commonwealth Equity Services, LLC | 0.00% | New | 11,165 | $131K |
| Legacy Financial Advisors, Inc. | 0.02% | Add +9.3% | 10,933 | $129K |
| Headlands Technologies LLC | 0.03% | New | 10,259 | $121K |
| Wright Investors Service Inc. | 0.03% | New | 10,226 | $120K |
| Seven Mile Advisory | 0.09% | No change | 10,156 | $120K |
| Inspire Investing, LLC | 0.01% | New | 10,151 | $119K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -2.7% | 10,122 | $119K |
| D'Orazio & Associates, Inc. | 0.02% | Reduce -1.0% | 10,066 | $118K |
| Onyx Bridge Wealth Group LLC | 0.02% | New | 10,000 | $112K |
| Paradigm Asset Management Co. LLC | 0.02% | No change | 8,300 | $98K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.1% | 8,520 | $97K |
| Quantbot Technologies LP | 0.01% | New | 7,556 | $89K |
| AXA S.A. | 0.00% | Add +22.4% | 7,119 | $84K |
| Assetmark, Inc. | 0.00% | Add +3.5% | 6,873 | $81K |
| Global Retirement Partners, LLC | 0.00% | Add +122.2% | 6,338 | $75K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -0.7% | 6,116 | $72K |
| Parkside Financial Bank & Trust | 0.01% | Add +7.9% | 5,806 | $68K |
| Blue Trust, Inc. | 0.00% | Reduce -65.6% | 5,103 | $60K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 5,146 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +33.9% | 4,993 | $59K |
| IFP Advisors, Inc | 0.00% | Reduce -12.8% | 4,961 | $58K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -2.0% | 4,646 | $55K |
| Huntington National Bank | 0.00% | Add +12.7% | 4,260 | $50K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 3,558 | $42K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -0.1% | 3,440 | $40K |
| TD Waterhouse Canada Inc. | 0.00% | Add +8.2% | 3,356 | $38K |
| Avior Wealth Management, LLC | 0.00% | Add +744.6% | 2,880 | $34K |
| Lanark Financial, Inc. | 0.00% | Reduce -4.2% | 2,614 | $31K |
| Perritt Capital Management Inc | 0.02% | No change | 2,500 | $29K |
| Richardson Financial Services Inc. | 0.02% | New | 2,490 | $29K |
| First Horizon Advisors, Inc. | 0.00% | Add +10.9% | 2,478 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +37.7% | 2,546 | $29K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2,274 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,081 | $24K |
| Rise Advisors, LLC | 0.01% | New | 1,799 | $21K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1,770 | $21K |
| Fifth Third Bancorp | 0.00% | Reduce -30.0% | 1,736 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +183.7% | 1,702 | $20K |
| Allworth Financial LP | 0.00% | Add +35.4% | 1,334 | $16K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 1,200 | $14K |
| EntryPoint Capital, LLC | 0.01% | New | 1,164 | $14K |
| Cape Investment Advisory, Inc. | 0.01% | Add +44.7% | 990 | $12K |
| RFP Financial Group LLC | 0.00% | Add +3.4% | 975 | $11K |
| Eagle Bay Advisors LLC | 0.01% | No change | 963 | $11K |
| Rothschild Investment LLC | 0.00% | Add +36.2% | 941 | $11K |
| GW&K Investment Management, LLC | 0.00% | Add +6.9% | 927 | $11K |
| Financial Management Professionals, Inc. | 0.00% | No change | 839 | $10K |
| Financial Connections Group, Inc. | 0.01% | Add +0.2% | 562 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 546 | $6K |
| Redmont Wealth Advisors LLC | 0.01% | New | 540 | $6K |
| Manchester Capital Management LLC | 0.00% | No change | 529 | $6K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +12.8% | 510 | $6K |
| Raffa Wealth Management, LLC | 0.00% | Add +227.1% | 471 | $6K |
| CoreCap Advisors, LLC | 0.00% | New | 430 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 407 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | Add +252.5% | 356 | $4K |
| ORG Partners LLC | 0.01% | New | 334 | $4K |
| Jones Financial Companies LLLP | 0.00% | Reduce -29.6% | 299 | $4K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 297 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 295 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 285 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 277 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 274 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 227 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -82.3% | 230 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +596.9% | 223 | $3K |
| Amundi | 0.00% | New | 218 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 200 | $2K |
| Motco | 0.00% | No change | 187 | $2K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | No change | 183 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +198.2% | 167 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 164 | $2K |
| Tyler-Stone Wealth Management | 0.00% | No change | 153 | $2K |
| Abound Wealth Management | 0.00% | No change | 118 | $1K |
| REAP Financial Group, LLC | 0.00% | No change | 116 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 115 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 109 | $1K |
| Private Ocean, LLC | 0.00% | New | 104 | $1K |
| ClariVest Asset Management LLC | 0.00% | No change | 87 | $1K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -99.3% | 60 | $707 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $577 |
| Harbor Investment Advisory, LLC | 0.00% | New | 44 | $518 |
| AdvisorNet Financial, Inc | 0.00% | No change | 33 | $388 |
| Janiczek Wealth Management, LLC | 0.00% | No change | 5 | $59 |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +200.0% | 3 | $36 |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.