Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q2 2024 (June 30)324holders +15
37new positions
26sold out
7famous investors
$16.55avg. 13F price*
At the end of Q2 2024, 324 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 15 from Q1 2024. 37 opened new positions and 26 sold out. The largest holders were Groupama Asset Managment ($301.4M), Morgan Stanley ($180.6M) and Goldman Sachs Group Inc. ($151.9M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $13.7M |
| Exits | 26 | $17.8M |
All 13F filers, Q1 2024 → Q2 2024: 5,739,765 shares bought and 4,632,874 shares sold, net +1,106,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| Groupama Asset Managment | 4.11% | Add +227.4% | 146,304 | $301.4M |
| Morgan Stanley | 0.01% | Add +11.1% | 13,467,366 | $180.6M |
| Goldman Sachs Group Inc. | 0.03% | Add +3.8% | 11,324,570 | $151.9M |
| FMR LLC | 0.01% | Reduce -2.8% | 6,851,236 | $91.9M |
| BlackRock Inc. | 0.00% | Add +3.1% | 6,829,429 | $91.6M |
| Clark Capital Management Group, Inc. | 0.43% | Add +3.2% | 4,357,941 | $58.4M |
| Wells Fargo & Company | 0.01% | Reduce -3.1% | 4,144,270 | $55.6M |
| Cowen Investment Management LLC | 77.94% | No change | 3,301,575 | $44.3M |
| Millennium Management | 0.03% | Reduce -7.8% | 2,962,261 | $39.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.7% | 2,931,405 | $39.3M |
| Northern Trust Corp. | 0.01% | Reduce -3.0% | 2,804,706 | $37.6M |
| Cowen and Company, LLC | 1.05% | No change | 2,800,730 | $37.6M |
| Renaissance Technologies | 0.03% | Reduce -2.5% | 1,528,470 | $20.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.0% | 1,438,633 | $19.3M |
| American Century Companies Inc. | 0.01% | Add +5.4% | 1,344,869 | $18.0M |
| Invesco Ltd. | 0.00% | Reduce -32.9% | 1,256,899 | $16.9M |
| Bank of America Corp. | 0.00% | Reduce -11.0% | 1,177,161 | $15.8M |
| Anderson Hoagland & Co. | 1.24% | Reduce -0.1% | 858,922 | $11.8M |
| JPMorgan Chase & Co. | 0.00% | Add +2.0% | 852,771 | $11.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +266.6% | 615,800 | $8.3M |
| CIBC Asset Management Inc | 0.03% | Reduce -4.2% | 612,465 | $8.2M |
| Natixis Advisors, LLC | 0.02% | Add +7.2% | 588,690 | $7.9M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +11.6% | 584,320 | $7.8M |
| Cibc World Market Inc. | 0.02% | Reduce -0.6% | 575,936 | $7.7M |
| Royal Bank of Canada | 0.00% | Reduce -39.1% | 567,570 | $7.6M |
| Citadel Advisors | 0.01% | Reduce -20.6% | 535,897 | $7.2M |
| Franklin Resources Inc. | 0.00% | Reduce -14.2% | 480,045 | $6.4M |
| Pathstone Holdings, LLC | 0.03% | Add +10.8% | 469,202 | $6.3M |
| Moran Wealth Management, LLC | 0.20% | Reduce -14.6% | 451,199 | $6.1M |
| Ethic Inc. | 0.14% | Add +22.3% | 451,121 | $6.0M |
| Bleakley Financial Group, LLC | 0.17% | Reduce -1.1% | 450,451 | $6.0M |
| Simplicity Wealth,LLC | 0.14% | Reduce -1.1% | 450,451 | $6.0M |
| Quantinno Capital Management LP | 0.11% | Add +12.9% | 442,363 | $5.9M |
| Stifel Financial Corp. | 0.01% | Reduce -5.4% | 440,652 | $5.9M |
| QRG Capital Management, Inc. | 0.07% | Add +10.8% | 436,417 | $5.9M |
| Ramirez Asset Management, Inc. | 1.15% | Reduce -6.1% | 421,708 | $5.7M |
| Crossmark Global Holdings, Inc. | 0.11% | Reduce -3.1% | 405,984 | $5.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +1935.1% | 400,636 | $5.4M |
| Mariner, LLC | 0.01% | Add +0.5% | 392,398 | $5.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +26.6% | 360,160 | $4.8M |
| Creative Planning | 0.01% | Add +16.1% | 357,915 | $4.8M |
| UBS Group AG | 0.00% | Add +7.8% | 357,574 | $4.8M |
| Capital Wealth Planning, LLC | 0.04% | Add +36.0% | 320,467 | $4.3M |
| Penserra Capital Management LLC | 0.05% | Add +36.0% | 320,467 | $4.3M |
| First Trust Direct Indexing L.P. | 0.25% | Add +1.7% | 307,375 | $4.1M |
| Greenleaf Trust | 0.04% | Add +0.0% | 295,457 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.6% | 292,722 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Add +8.2% | 292,976 | $3.9M |
| Eagle Global Advisors LLC | 0.20% | Add +4.4% | 282,000 | $3.8M |
| US Bancorp \de | 0.00% | Add +4.8% | 270,749 | $3.6M |
| Cerity Partners LLC | 0.01% | Reduce -22.7% | 268,054 | $3.6M |
| Augustine Asset Management Inc. | 1.31% | Add +57.0% | 252,688 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +158.2% | 248,084 | $3.3M |
| Boston Partners | 0.00% | Reduce -2.8% | 244,553 | $3.3M |
| Calamos Advisors LLC | 0.02% | No change | 211,720 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +20.6% | 211,467 | $2.8M |
| Signaturefd, LLC | 0.06% | Add +4.7% | 210,156 | $2.8M |
| Dorsey Wright & Associates | 0.71% | Reduce -1.4% | 205,450 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +14.8% | 201,933 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.2% | 201,901 | $2.7M |
| Federated Hermes, Inc. | 0.01% | Reduce -25.4% | 197,245 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.9% | 193,715 | $2.6M |
| Forum Financial Management, LP | 0.05% | No change | 193,123 | $2.6M |
| Gilman Hill Asset Management, LLC | 0.46% | Reduce -30.8% | 190,786 | $2.6M |
| Fisher Asset Management | 0.00% | Reduce -10.5% | 185,863 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Add +22.5% | 182,846 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | Add +1.3% | 177,938 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.6% | 175,853 | $2.4M |
| Rhumbline Advisers | 0.00% | Reduce -1.3% | 166,018 | $2.2M |
| Ritholtz Wealth Management | 0.07% | Add +35.0% | 159,613 | $2.1M |
| GTS Securities LLC | 0.04% | New | 159,034 | $2.1M |
| BTC Capital Management, Inc. | 0.20% | Reduce -13.7% | 158,700 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -13.6% | 151,412 | $2.0M |
| Naviter Wealth, LLC | 0.29% | Add +7.7% | 143,522 | $1.9M |
| Lockheed Martin Investment Management Co. | 0.11% | Reduce -6.3% | 136,050 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +15.8% | 134,521 | $1.8M |
| Caprock Group, LLC | 0.07% | Add +175.2% | 133,841 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -66.4% | 132,614 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +12.6% | 125,683 | $1.7M |
| Sei Investments Co. | 0.00% | Add +4.2% | 125,056 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +26.6% | 122,322 | $1.6M |
| AQR Capital Management | 0.00% | Add +34.3% | 111,665 | $1.5M |
| XY Capital Ltd | 1.70% | New | 111,495 | $1.5M |
| Bank of Montreal | 0.00% | Reduce -55.6% | 110,963 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -8.7% | 105,481 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.17% | New | 91,100 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -1.4% | 90,021 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.0% | 89,572 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +1.0% | 89,572 | $1.2M |
| Vident Advisory, LLC | 0.03% | New | 88,546 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.1% | 86,932 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.9% | 83,720 | $1.1M |
| Advisory Services Network, LLC | 0.02% | New | 82,486 | $1.1M |
| Morningstar Investment Services LLC | 0.01% | Reduce -1.1% | 82,665 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -10.8% | 80,146 | $1.1M |
| Te Ahumairangi Investment Management Ltd | 0.20% | Reduce -17.9% | 79,477 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +1.4% | 79,386 | $1.1M |
| LPL Financial LLC | 0.00% | Add +1.8% | 77,544 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -11.4% | 72,535 | $973K |
| Atria Investments, Inc | 0.01% | New | 70,784 | $949K |
| Investors Research Corp | 0.22% | No change | 69,554 | $933K |
| Quadrant Capital Group LLC | 0.07% | Add +2.4% | 66,994 | $898K |
| Ellevest, Inc. | 0.05% | Add +485.1% | 66,170 | $887K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.0% | 64,835 | $869K |
| Mission Wealth Management, LP | 0.02% | Reduce -3.6% | 64,796 | $869K |
| BKM Wealth Management, LLC | 0.42% | Add +21.4% | 64,369 | $863K |
| MML Investors Services, LLC | 0.00% | Reduce -0.5% | 62,949 | $844K |
| Principal Securities, Inc. | 0.02% | Add +18.0% | 60,341 | $809K |
| Compound Planning, Inc. | 0.06% | Add +27.3% | 58,624 | $786K |
| Eagle Asset Management Inc. | 0.00% | Add +1.0% | 57,447 | $773K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.4% | 57,330 | $769K |
| Townsquare Capital LLC | 0.01% | Add +0.1% | 56,138 | $753K |
| Ballentine Partners, LLC | 0.01% | Add +4.8% | 55,931 | $750K |
| Evergreen Capital Management LLC | 0.03% | Add +6.4% | 54,278 | $728K |
| M&T Bank Corp | 0.00% | Add +3.0% | 53,720 | $721K |
| Lake Street Advisors Group, LLC | 0.03% | Reduce -8.6% | 53,250 | $720K |
| Parallel Advisors, LLC | 0.02% | Add +2.7% | 53,551 | $718K |
| HRT Financial LP | 0.00% | New | 52,684 | $706K |
| Advisors Asset Management, Inc. | 0.01% | Add +28.3% | 51,718 | $694K |
| Old Mission Capital LLC | 0.02% | New | 51,382 | $689K |
| Freedom Investment Management, Inc. | 0.05% | New | 49,497 | $664K |
| AdvisorShares Investments LLC | 0.12% | Reduce -2.4% | 49,304 | $663K |
| Gradient Investments LLC | 0.01% | Reduce -0.4% | 48,572 | $651K |
| Westwood Holdings Group Inc. | 0.01% | Add +0.0% | 47,853 | $642K |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.0% | 47,222 | $633K |
| Vanguard Capital Wealth Advisors | 0.42% | Add +8.2% | 46,054 | $618K |
| Schroder Investment Management Group | 0.00% | Add +56.7% | 45,643 | $612K |
| Checchi Capital Advisers, LLC | 0.05% | Add +2.3% | 44,580 | $598K |
| PDS Planning, Inc | 0.06% | Add +3.1% | 44,090 | $591K |
| Diversify Wealth Management, LLC | 0.07% | — | 48,921 | $590K |
| Choreo, LLC | 0.01% | New | 42,716 | $574K |
| Aaron Wealth Advisors LLC | 0.08% | Add +9.6% | 41,635 | $558K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +12.7% | 41,618 | $558K |
| Guggenheim Capital LLC | 0.00% | Reduce -19.4% | 40,358 | $541K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.8% | 40,280 | $540K |
| Captrust Financial Advisors | 0.00% | Add +21.5% | 39,897 | $535K |
| HSBC Holdings PLC | 0.00% | Add +61.5% | 39,869 | $535K |
| Banco Santander, S.A. | 0.01% | Reduce -8.3% | 39,420 | $529K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Reduce -0.1% | 39,405 | $528K |
| Lazard Asset Management LLC | 0.00% | Reduce -1.8% | 38,686 | $518K |
| Covenant Partners, LLC | 0.15% | No change | 37,262 | $500K |
| RNC Capital Management LLC | 0.03% | Reduce -1.7% | 37,215 | $499K |
| Raymond James & Associates | 0.00% | Reduce -9.9% | 37,164 | $498K |
| Sage Rhino Capital LLC | 0.12% | Reduce -0.1% | 36,953 | $496K |
| Neuberger Berman Group LLC | 0.00% | Add +12.2% | 36,937 | $495K |
| Russell Investments Group, Ltd. | 0.00% | Add +43.2% | 36,882 | $495K |
| Vise Technologies, Inc. | 0.09% | Reduce -2.2% | 36,186 | $485K |
| Callan Capital, LLC | 0.04% | Add +25.1% | 36,146 | $485K |
| Ieq Capital, LLC | 0.01% | Add +17.4% | 36,033 | $483K |
| Pitcairn Co. | 0.03% | Add +11.6% | 36,031 | $483K |
| Cable Hill Partners, LLC | 0.05% | Add +3.1% | 35,164 | $472K |
| Schechter Investment Advisors, LLC | 0.04% | Add +4.6% | 35,145 | $471K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +84.1% | 34,608 | $464K |
| Channing Global Advisors, LLC | 0.37% | Reduce -0.1% | 32,946 | $442K |
| Gateway Advisory, LLC | 0.07% | Reduce -7.1% | 32,422 | $435K |
| Capstone Investment Advisors, LLC | 0.02% | Add +46.0% | 32,174 | $431K |
| Citigroup Inc. | 0.00% | Add +38.1% | 32,130 | $431K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -9.1% | 31,756 | $426K |
| Jefferies Financial Group Inc. | 0.01% | No change | 31,658 | $425K |
| Atlas Capital Advisors Inc. | 0.06% | Add +15.5% | 31,622 | $424K |
| &partners | 0.02% | New | 30,610 | $410K |
| V-Square Quantitative Management LLC | 0.07% | No change | 30,575 | $410K |
| Rockefeller Capital Management L.P. | 0.00% | Add +30.1% | 30,549 | $407K |
| Calydon Capital | 0.07% | No change | 29,134 | $391K |
| Truist Financial Corp. | 0.00% | Reduce -19.6% | 29,076 | $390K |
| Barometer Capital Management Inc. | 0.15% | Reduce -13.4% | 29,054 | $390K |
| Gallacher Capital Management LLC | 0.20% | Reduce -1.7% | 28,894 | $387K |
| Mather Group, Llc. | 0.00% | Reduce -0.3% | 32,678 | $385K |
| UMB Bank, n.a. | 0.01% | Reduce -0.2% | 28,336 | $380K |
| Traveka Wealth, LLC | 0.18% | Add +3.2% | 27,506 | $369K |
| Louisbourg Investments Inc. | 0.10% | No change | 26,652 | $357K |
| West Family Investments, Inc. | 0.10% | Add +21.1% | 25,685 | $344K |
| SVB Wealth LLC | 0.01% | Reduce -15.0% | 25,507 | $342K |
| NewEdge Advisors, LLC | 0.00% | Reduce -16.8% | 24,360 | $327K |
| Bridgewater Advisors Inc. | 0.04% | New | 23,785 | $324K |
| Private Advisor Group, LLC | 0.00% | Add +9.5% | 23,035 | $309K |
| Five Oceans Advisors | 0.16% | Add +15.2% | 22,880 | $307K |
| Ewa, LLC | 0.13% | Add +0.1% | 21,437 | $304K |
| Pzena Investment Management LLC | 0.00% | Reduce -3.0% | 22,056 | $296K |
| Sivia Capital Partners, LLC | 0.20% | Add +1.0% | 21,864 | $293K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -62.1% | 20,470 | $281K |
| BSW Wealth Partners | 0.05% | Add +15.6% | 20,849 | $280K |
| Drive Wealth Management, LLC | 0.08% | Add +2.1% | 20,838 | $279K |
| Seeds Investor LLC | 0.14% | Add +14.4% | 20,697 | $278K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.9% | 20,621 | $277K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.0% | 20,246 | $271K |
| Keybank National Association | 0.00% | Add +22.9% | 20,190 | $271K |
| Werba Rubin Papier Wealth Management | 0.07% | Reduce -4.6% | 20,065 | $269K |
| Barclays PLC | 0.00% | No change | 20,000 | $268K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -17.9% | 19,349 | $259K |
| First Affirmative Financial Network | 0.18% | Add +13.7% | 19,269 | $258K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.1% | 19,238 | $258K |
| Avantax Advisory Services, Inc. | 0.00% | New | 19,129 | $257K |
| New Republic Capital, LLC | 0.13% | Add +4.5% | 18,710 | $251K |
| Causeway Capital Management LLC | 0.01% | Reduce -8.7% | 18,586 | $249K |
| Beverly Hills Private Wealth, LLC | 0.05% | Add +0.6% | 18,477 | $248K |
| Sage Mountain Advisors LLC | 0.02% | New | 18,277 | $245K |
| Lindbrook Capital, LLC | 0.02% | Add +3.5% | 17,969 | $241K |
| Csenge Advisory Group | 0.01% | Add +3.5% | 17,797 | $239K |
| Shilanski & Associates, Inc. | 0.08% | Reduce -1.1% | 17,310 | $232K |
| Cwm, LLC | 0.00% | Add +9.3% | 17,171 | $230K |
| Claro Advisors Inc. | 0.04% | Add +0.9% | 16,865 | $226K |
| Alera Investment Advisors, LLC | 0.03% | New | 16,826 | $226K |
| Sanctuary Advisors, LLC | 0.00% | — | 19,760 | $222K |
| Catalina Capital Group, LLC | 0.08% | Add +1.2% | 16,486 | $221K |
| Keel Point, LLC | 0.02% | Add +28.8% | 17,077 | $218K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.6% | 15,874 | $213K |
| Wrapmanager Inc. | 0.06% | Reduce -15.9% | 15,545 | $208K |
| GAMMA Investing LLC | 0.03% | Add +26.3% | 15,377 | $206K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +3.0% | 15,358 | $206K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.6% | 15,210 | $204K |
| Savant Capital, LLC | 0.00% | New | 15,127 | $203K |
| Wedmont Private Capital | 0.01% | Add +14.9% | 14,824 | $203K |
| Smartleaf Asset Management LLC | 0.03% | Add +13.3% | 15,171 | $198K |
| Lido Advisors, LLC | 0.00% | New | 14,433 | $194K |
| Centiva Capital, LP | 0.01% | Add +18.6% | 14,316 | $192K |
| State Street Corp. | 0.00% | No change | 13,954 | $189K |
| Personal Cfo Solutions, LLC | 0.03% | Add +3.2% | 14,068 | $189K |
| HighPoint Advisor Group LLC | 0.01% | Add +5.3% | 13,776 | $188K |
| Blue Trust, Inc. | 0.00% | Add +212.3% | 15,936 | $188K |
| Cromwell Holdings LLC | 0.11% | — | 13,841 | $186K |
| Clarius Group, LLC | 0.01% | Reduce -31.9% | 13,812 | $185K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.2% | 13,809 | $185K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -0.3% | 13,551 | $182K |
| Tudor Investment Corporation | 0.00% | Reduce -90.6% | 13,289 | $178K |
| Acorn Creek Capital LLC | 0.11% | Add +0.2% | 13,274 | $178K |
| Trust Point Inc. | 0.01% | Reduce -28.8% | 13,161 | $176K |
| Canopy Partners, LLC | 0.08% | Add +3.6% | 12,665 | $170K |
| Mgo One Seven LLC | 0.01% | New | 12,279 | $165K |
| Prudent Man Advisors, LLC | 0.06% | Reduce -8.8% | 11,883 | $159K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.0% | 11,840 | $159K |
| HB Wealth Management, LLC | 0.00% | No change | 11,758 | $158K |
| DGS Capital Management, LLC | 0.04% | New | 11,501 | $154K |
| Flputnam Investment Management Co. | 0.00% | Add +0.8% | 11,386 | $153K |
| Legacy Financial Advisors, Inc. | 0.03% | Add +2.4% | 11,199 | $150K |
| Aprio Wealth Management, LLC | 0.03% | New | 10,932 | $147K |
| Xponance LLC | 0.00% | New | 10,858 | $146K |
| Perigon Wealth Management, LLC | 0.00% | New | 10,679 | $143K |
| Wealthstream Advisors, Inc. | 0.05% | New | 10,661 | $143K |
| D'Orazio & Associates, Inc. | 0.02% | Add +4.6% | 10,525 | $141K |
| Seven Mile Advisory | 0.10% | Add +3.3% | 10,495 | $141K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 10,000 | $134K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +4120.4% | 9,707 | $130K |
| Farther Finance Advisors, LLC | 0.01% | Add +7.7% | 9,176 | $123K |
| AXA S.A. | 0.00% | Add +29.2% | 9,200 | $123K |
| GeoWealth Management, LLC | 0.01% | New | 8,862 | $119K |
| Paradigm Asset Management Co. LLC | 0.03% | No change | 8,300 | $111K |
| Assetmark, Inc. | 0.00% | Add +2.9% | 7,069 | $95K |
| Global Retirement Partners, LLC | 0.00% | Add +3.8% | 6,577 | $88K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -3.5% | 5,902 | $79K |
| IFP Advisors, Inc | 0.00% | Add +17.5% | 5,830 | $78K |
| Parkside Financial Bank & Trust | 0.01% | No change | 5,806 | $78K |
| Huntington National Bank | 0.00% | Add +25.5% | 5,346 | $72K |
| Headlands Technologies LLC | 0.01% | Reduce -49.2% | 5,209 | $70K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 5,146 | $69K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 4,405 | $59K |
| EntryPoint Capital, LLC | 0.03% | Add +251.3% | 4,089 | $55K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -14.8% | 3,958 | $53K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +5.8% | 3,640 | $49K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 3,558 | $48K |
| Rothschild Investment LLC | 0.00% | Add +258.6% | 3,374 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -34.3% | 3,279 | $44K |
| Richardson Financial Services Inc. | 0.02% | Add +0.9% | 2,513 | $34K |
| Perritt Capital Management Inc | 0.02% | No change | 2,500 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -11.2% | 2,262 | $33K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -4.8% | 2,359 | $32K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2,274 | $30K |
| Addison Advisors LLC | 0.01% | New | 1,877 | $25K |
| Rise Advisors, LLC | 0.01% | No change | 1,799 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.3% | 1,679 | $23K |
| Fifth Third Bancorp | 0.00% | Reduce -5.2% | 1,646 | $22K |
| Allworth Financial LP | 0.00% | Add +10.7% | 1,477 | $21K |
| Lanark Financial, Inc. | 0.00% | Reduce -43.0% | 1,491 | $19K |
| Catalyst Funds Management Pty Ltd | 0.00% | No change | 1,200 | $16K |
| Financial Management Professionals, Inc. | 0.00% | Add +29.0% | 1,082 | $15K |
| RFP Financial Group LLC | 0.01% | Add +14.3% | 1,114 | $15K |
| Avior Wealth Management, LLC | 0.00% | Reduce -63.5% | 1,050 | $14K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 990 | $13K |
| GW&K Investment Management, LLC | 0.00% | Add +5.7% | 980 | $13K |
| Eagle Bay Advisors LLC | 0.01% | No change | 963 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -54.5% | 806 | $11K |
| Harbour Investments, Inc. | 0.00% | Add +18.3% | 646 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | Add +75.0% | 623 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -63.6% | 619 | $8K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 607 | $8K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 540 | $7K |
| Manchester Capital Management LLC | 0.00% | No change | 529 | $7K |
| Financial Connections Group, Inc. | 0.00% | Reduce -0.2% | 561 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -2.2% | 499 | $7K |
| Larson Financial Group LLC | 0.00% | Add +336.7% | 476 | $6K |
| Raffa Wealth Management, LLC | 0.00% | No change | 471 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +133.2% | 520 | $6K |
| TD Private Client Wealth LLC | 0.00% | Add +61.7% | 448 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 407 | $6K |
| Creekmur Asset Management LLC | 0.00% | New | 398 | $5K |
| Jones Financial Companies LLLP | 0.00% | Add +9.0% | 326 | $4K |
| ORG Partners LLC | 0.00% | Reduce -10.5% | 299 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 291 | $4K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 274 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 230 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 227 | $3K |
| Continuum Advisory, LLC | 0.00% | Reduce -25.4% | 220 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 200 | $3K |
| Whittier Trust Co. | 0.00% | New | 195 | $3K |
| Motco | 0.00% | No change | 187 | $3K |
| Spire Wealth Management | 0.00% | New | 187 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 167 | $2K |
| Family Firm, Inc. | 0.00% | New | 167 | $2K |
| Tyler-Stone Wealth Management | 0.00% | No change | 153 | $2K |
| Venturi Wealth Management, LLC | 0.00% | New | 147 | $2K |
| Brown Financial Advisors | 0.00% | — | 141 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -96.0% | 136 | $2K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 125 | $2K |
| Abound Wealth Management | 0.00% | No change | 118 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 116 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 115 | $2K |
| Mendota Financial Group, LLC | 0.00% | New | 99 | $1K |
| ClariVest Asset Management LLC | 0.00% | No change | 87 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | — | 57 | $764 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $657 |
| AdvisorNet Financial, Inc | 0.00% | No change | 33 | $443 |
| Opal Wealth Advisors, LLC | 0.00% | New | 16 | $215 |
| Janiczek Wealth Management, LLC | 0.00% | No change | 5 | $68 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -33.3% | 2 | $27 |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.