Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q3 2024 (September 30)333holders +9
38new positions
32sold out
5famous investors
$12.40avg. 13F price*
At the end of Q3 2024, 333 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 9 from Q2 2024. 38 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($206.1M), Goldman Sachs Group Inc. ($141.8M) and FMR LLC ($90.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Sumitomo Mitsui-Spons ADR
- CUSIP
- 86562M209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $25.1M |
| Exits | 32 | $372.3M |
All 13F filers, Q2 2024 → Q3 2024: 10,609,833 shares bought and 12,589,025 shares sold, net −1,979,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 333 holders
| Morgan Stanley | 0.01% | Add +21.1% | 16,316,220 | $206.1M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -0.9% | 11,225,154 | $141.8M |
| FMR LLC | 0.01% | Add +5.0% | 7,193,840 | $90.9M |
| BlackRock, Inc. | 0.00% | — | 6,909,813 | $87.3M |
| Clark Capital Management Group, Inc. | 0.43% | Add +15.4% | 5,029,021 | $63.5M |
| Wells Fargo & Company | 0.01% | Reduce -20.8% | 3,280,759 | $41.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.2% | 2,865,791 | $36.2M |
| Northern Trust Corp. | 0.01% | Reduce 0.0% | 2,804,584 | $35.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.4% | 1,732,738 | $21.9M |
| Bank of America Corp. | 0.00% | Add +39.9% | 1,646,700 | $20.8M |
| Renaissance Technologies | 0.03% | Add +6.9% | 1,634,570 | $20.6M |
| Cowen and Company, LLC | 0.69% | Reduce -44.3% | 1,560,230 | $19.7M |
| American Century Companies Inc. | 0.01% | Add +7.4% | 1,444,549 | $18.2M |
| JPMorgan Chase & Co. | 0.00% | Add +60.6% | 1,369,950 | $17.3M |
| Invesco Ltd. | 0.00% | Add +7.8% | 1,355,602 | $17.1M |
| Anderson Hoagland & Co. | 1.12% | Reduce -0.9% | 850,885 | $11.0M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +3.9% | 607,148 | $8.0M |
| Royal Bank of Canada | 0.00% | Add +4.6% | 593,478 | $7.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.3% | 586,732 | $7.4M |
| Cibc World Market Inc. | 0.02% | Reduce -2.6% | 561,193 | $7.1M |
| Quantinno Capital Management LP | 0.09% | Add +23.5% | 546,173 | $6.9M |
| UBS Group AG | 0.00% | Add +48.4% | 530,786 | $6.7M |
| Franklin Resources Inc. | 0.00% | Add +3.6% | 497,165 | $6.5M |
| Crossmark Global Holdings, Inc. | 0.11% | Add +21.7% | 493,977 | $6.2M |
| CIBC Asset Management Inc | 0.02% | Reduce -20.8% | 485,342 | $6.1M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.2% | 468,307 | $5.9M |
| Stifel Financial Corp. | 0.01% | Add +0.2% | 441,673 | $5.6M |
| Ramirez Asset Management, Inc. | 1.05% | Add +3.1% | 435,010 | $5.5M |
| QRG Capital Management, Inc. | 0.06% | Reduce -2.7% | 424,680 | $5.4M |
| Benson Investment Management Company, Inc. | 2.05% | New | 410,255 | $5.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +12.7% | 405,921 | $5.1M |
| Mariner, LLC | 0.01% | Add +1.1% | 396,667 | $5.0M |
| Creative Planning | 0.00% | Add +5.2% | 376,490 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +31.7% | 353,043 | $4.5M |
| Ethic Inc. | 0.11% | Reduce -18.2% | 368,972 | $4.3M |
| Eagle Global Advisors LLC | 0.21% | Add +19.1% | 336,000 | $4.2M |
| Moran Wealth Management, LLC | 0.13% | Reduce -26.1% | 333,233 | $4.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +844.7% | 326,942 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Add +6.2% | 311,121 | $3.9M |
| Leuthold Group, LLC | 0.43% | New | 309,329 | $3.9M |
| First Trust Direct Indexing L.P. | 0.21% | Reduce -0.7% | 305,204 | $3.9M |
| Jane Street Group, LLC | 0.01% | Add +20.9% | 300,001 | $3.8M |
| Greenleaf Trust | 0.03% | No change | 295,457 | $3.7M |
| Rokos Capital Management LLP | 0.14% | New | 293,693 | $3.7M |
| US Bancorp \de | 0.00% | Add +7.8% | 291,835 | $3.7M |
| Samlyn Capital, LLC | 0.05% | New | 266,615 | $3.4M |
| Augustine Asset Management Inc. | 1.13% | Add +1.5% | 256,545 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -15.8% | 246,596 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -54.3% | 244,949 | $3.1M |
| William Blair Investment Management, LLC | 0.01% | New | 241,429 | $3.0M |
| Dorsey Wright & Associates | 0.69% | Add +11.7% | 229,558 | $2.9M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +8.0% | 228,366 | $2.9M |
| Signaturefd, LLC | 0.05% | Add +1.5% | 213,353 | $2.7M |
| Calamos Advisors LLC | 0.02% | No change | 211,720 | $2.7M |
| Gilman Hill Asset Management, LLC | 0.44% | Add +8.7% | 207,371 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +3.7% | 200,873 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.1% | 195,758 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.2% | 193,360 | $2.4M |
| Forum Financial Management, LP | 0.04% | No change | 193,123 | $2.4M |
| Federated Hermes, Inc. | 0.01% | Reduce -3.4% | 190,477 | $2.4M |
| Fisher Asset Management | 0.00% | Add +1.4% | 188,540 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.5% | 181,946 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.3% | 181,711 | $2.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.10% | Reduce -0.5% | 176,972 | $2.2M |
| Sei Investments Co. | 0.00% | Add +38.6% | 173,281 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +2.9% | 170,863 | $2.2M |
| BTC Capital Management, Inc. | 0.19% | Add +5.7% | 167,776 | $2.1M |
| Ritholtz Wealth Management | 0.06% | Add +4.9% | 167,393 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +19.3% | 160,534 | $2.0M |
| Prudential Financial Inc. | 0.00% | Add +30.3% | 159,336 | $2.0M |
| Old Mission Capital LLC | 0.04% | Add +207.8% | 158,166 | $2.0M |
| Boston Partners | 0.00% | Reduce -39.3% | 148,568 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +10.8% | 139,297 | $1.8M |
| Naviter Wealth, LLC | 0.24% | Reduce -3.8% | 138,145 | $1.7M |
| Caprock Group, LLC | 0.06% | Reduce -3.7% | 128,843 | $1.6M |
| AQR Capital Management | 0.00% | Add +14.6% | 127,992 | $1.6M |
| Lockheed Martin Investment Management Co. | 0.07% | Reduce -6.6% | 127,040 | $1.6M |
| Capital Wealth Planning, LLC | 0.01% | Reduce -64.6% | 113,341 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -3.7% | 106,830 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.2% | 101,090 | $1.3M |
| Pekin Hardy Strauss, Inc. | 0.16% | Add +10.4% | 100,600 | $1.3M |
| Vident Advisory, LLC | 0.03% | Add +9.0% | 96,553 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +2.4% | 92,220 | $1.2M |
| XY Capital Ltd | 0.63% | Reduce -17.4% | 92,052 | $1.2M |
| LPL Financial LLC | 0.00% | Add +14.8% | 89,058 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.7% | 88,933 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.7% | 88,933 | $1.1M |
| Advisory Services Network, LLC | 0.02% | No change | 82,486 | $1.1M |
| Te Ahumairangi Investment Management Ltd | 0.19% | Add +9.4% | 86,951 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.4% | 85,733 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.5% | 83,051 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +121.8% | 81,794 | $1.0M |
| Morningstar Investment Services LLC | 0.01% | Add +2.4% | 84,609 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +1.5% | 80,612 | $1.0M |
| Principal Securities, Inc. | 0.02% | Add +32.4% | 79,860 | $1.0M |
| Townsquare Capital LLC | 0.01% | Add +40.6% | 78,954 | $997K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +4.8% | 75,981 | $960K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -7.0% | 74,546 | $942K |
| &partners | 0.02% | Add +139.5% | 73,299 | $925K |
| Quadrant Capital Group LLC | 0.06% | Add +8.2% | 72,497 | $916K |
| Eagle Asset Management Inc. | 0.00% | Add +10.9% | 63,718 | $891K |
| Aquatic Capital Management LLC | 0.02% | New | 70,000 | $884K |
| Investors Research Corp | 0.19% | No change | 69,554 | $878K |
| Vise Technologies, Inc. | 0.11% | Add +91.7% | 69,374 | $876K |
| MML Investors Services, LLC | 0.00% | Add +8.1% | 68,072 | $860K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.8% | 64,301 | $812K |
| Compound Planning, Inc. | 0.05% | Add +7.7% | 63,146 | $798K |
| Advisors Asset Management, Inc. | 0.01% | Add +13.8% | 58,857 | $743K |
| Ellevest, Inc. | 0.04% | Reduce -14.3% | 56,743 | $717K |
| Evergreen Capital Management LLC | 0.02% | Add +4.2% | 56,528 | $714K |
| Parallel Advisors, LLC | 0.02% | Add +5.2% | 56,347 | $712K |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.2% | 56,060 | $708K |
| Rockefeller Capital Management L.P. | 0.00% | Add +83.2% | 55,963 | $705K |
| Ballentine Partners, LLC | 0.01% | Reduce -0.6% | 55,611 | $702K |
| Lake Street Advisors Group, LLC | 0.03% | Add +1.8% | 54,183 | $684K |
| Choreo, LLC | 0.01% | Add +25.2% | 53,467 | $679K |
| Atria Investments, Inc | 0.01% | Reduce -26.4% | 52,072 | $658K |
| Callan Capital, LLC | 0.04% | Add +41.2% | 51,031 | $645K |
| Diversify Wealth Management, LLC | 0.06% | Add +5.3% | 51,524 | $633K |
| M&T Bank Corp | 0.00% | Reduce -7.3% | 49,787 | $628K |
| Aaron Wealth Advisors LLC | 0.07% | Add +19.3% | 49,667 | $627K |
| Gradient Investments LLC | 0.01% | Reduce -1.4% | 47,867 | $605K |
| AdvisorShares Investments LLC | 0.11% | Reduce -6.0% | 46,337 | $585K |
| PDS Planning, Inc | 0.05% | Add +0.1% | 44,112 | $557K |
| Checchi Capital Advisers, LLC | 0.04% | Reduce -1.1% | 44,106 | $557K |
| Captrust Financial Advisors | 0.00% | Add +10.3% | 43,988 | $556K |
| Glenmede Trust Co. NA | 0.00% | Add +6.8% | 43,030 | $543K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -10.6% | 42,764 | $540K |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.5% | 42,257 | $534K |
| Raymond James & Associates | 0.00% | Add +12.9% | 41,963 | $530K |
| Neuberger Berman Group LLC | 0.00% | Add +13.3% | 41,854 | $529K |
| Blue Trust, Inc. | 0.01% | Add +141.2% | 38,443 | $516K |
| Quantbot Technologies LP | 0.02% | New | 40,631 | $513K |
| Lazard Asset Management LLC | 0.00% | Add +2.8% | 39,767 | $502K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +0.7% | 39,697 | $501K |
| RNC Capital Management LLC | 0.03% | No change | 37,215 | $499K |
| Banco Santander, S.A. | 0.01% | No change | 39,420 | $498K |
| Ieq Capital, LLC | 0.01% | Add +5.2% | 37,922 | $479K |
| Covenant Partners, LLC | 0.14% | No change | 37,262 | $471K |
| Sage Rhino Capital LLC | 0.10% | Add +0.5% | 37,127 | $469K |
| Vanguard Capital Wealth Advisors | 0.49% | Reduce -20.7% | 36,541 | $462K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -13.2% | 36,122 | $456K |
| Schechter Investment Advisors, LLC | 0.03% | Add +0.6% | 35,365 | $447K |
| Cable Hill Partners, LLC | 0.04% | Reduce -1.9% | 34,489 | $436K |
| Citigroup Inc. | 0.00% | Add +6.5% | 34,208 | $432K |
| Redhawk Wealth Advisors, Inc. | 0.06% | New | 33,537 | $424K |
| Pitcairn Co. | 0.02% | Reduce -7.7% | 33,257 | $420K |
| Gateway Advisory, LLC | 0.07% | Add +1.2% | 32,803 | $414K |
| Mather Group, Llc. | 0.01% | Add +0.1% | 32,709 | $413K |
| Sanctuary Advisors, LLC | 0.00% | Add +43.0% | 28,248 | $403K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 31,762 | $401K |
| Atlas Capital Advisors Inc. | 0.06% | Reduce -0.5% | 31,468 | $397K |
| Calydon Capital | 0.06% | No change | 29,134 | $391K |
| Capital Insight Partners, LLC | 0.07% | New | 30,742 | $388K |
| V-Square Quantitative Management LLC | 0.06% | No change | 30,575 | $386K |
| Barometer Capital Management Inc. | 0.11% | No change | 29,054 | $367K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -81.1% | 28,661 | $362K |
| Shelton Capital Management | 0.01% | New | 28,607 | $361K |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 28,497 | $360K |
| Gallacher Capital Management LLC | 0.17% | Reduce -1.4% | 28,491 | $360K |
| UMB Bank, n.a. | 0.01% | Reduce -1.1% | 28,031 | $354K |
| Traveka Wealth, LLC | 0.18% | Add +0.0% | 27,516 | $348K |
| Squarepoint Ops LLC | 0.00% | New | 27,451 | $347K |
| Schroder Investment Management Group | 0.00% | Reduce -37.5% | 28,537 | $341K |
| West Family Investments, Inc. | 0.12% | Add +4.8% | 26,905 | $340K |
| Louisbourg Investments Inc. | 0.09% | No change | 26,652 | $337K |
| Blair William & Co. | 0.00% | New | 26,146 | $330K |
| Net Worth Advisory Group | 0.10% | — | 25,351 | $320K |
| Waldron Private Wealth LLC | 0.01% | New | 38,868 | $309K |
| Private Advisor Group, LLC | 0.00% | Add +5.4% | 24,273 | $307K |
| Ewa, LLC | 0.11% | Reduce -0.2% | 21,390 | $306K |
| Bridgewater Advisors Inc. | 0.03% | Add +0.3% | 23,866 | $304K |
| Five Oceans Advisors | 0.14% | No change | 22,880 | $289K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +18.4% | 22,768 | $288K |
| Seeds Investor LLC | 0.11% | Add +8.2% | 22,385 | $283K |
| Smartleaf Asset Management LLC | 0.03% | Add +52.2% | 23,085 | $281K |
| Virtu Financial LLC | 0.02% | New | 22,069 | $279K |
| Sivia Capital Partners, LLC | 0.16% | Reduce -2.6% | 21,284 | $269K |
| First Affirmative Financial Network | 0.15% | Add +10.3% | 21,264 | $269K |
| Werba Rubin Papier Wealth Management | 0.06% | Add +5.0% | 21,066 | $266K |
| Drive Wealth Management, LLC | 0.07% | Add +0.9% | 21,023 | $266K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.9% | 21,016 | $265K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.5% | 20,945 | $265K |
| Keybank National Association | 0.00% | Add +1.3% | 20,442 | $258K |
| Csenge Advisory Group | 0.01% | Add +10.1% | 19,585 | $257K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.2% | 20,312 | $257K |
| Barclays PLC | 0.00% | No change | 20,000 | $253K |
| GAMMA Investing LLC | 0.02% | Add +21.4% | 18,676 | $236K |
| Pzena Investment Management LLC | 0.00% | Reduce -15.6% | 18,615 | $235K |
| Marshall Wace, LLP | 0.00% | New | 18,592 | $235K |
| Lindbrook Capital, LLC | 0.02% | Add +2.4% | 18,395 | $232K |
| Sage Mountain Advisors LLC | 0.02% | Add +0.3% | 18,324 | $231K |
| BSW Wealth Partners | 0.03% | Reduce -15.4% | 17,645 | $223K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -96.1% | 17,466 | $221K |
| Lido Advisors, LLC | 0.00% | Add +18.4% | 17,090 | $216K |
| Shilanski & Associates, Inc. | 0.07% | Reduce -1.5% | 17,047 | $215K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -46.2% | 17,021 | $215K |
| Cwm, LLC | 0.00% | Reduce -1.3% | 16,956 | $214K |
| Millennium Management | 0.00% | Reduce -99.4% | 16,822 | $212K |
| Keel Point, LLC | 0.02% | Reduce -1.6% | 16,797 | $212K |
| Claro Advisors Inc. | 0.03% | Reduce -0.5% | 16,774 | $212K |
| Wedmont Private Capital | 0.01% | Add +8.8% | 16,136 | $209K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -74.6% | 16,444 | $208K |
| Catalina Capital Group, LLC | 0.07% | Reduce -1.3% | 16,268 | $205K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -21.3% | 16,102 | $204K |
| Causeway Capital Management LLC | 0.01% | Reduce -13.3% | 16,119 | $204K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.8% | 15,946 | $201K |
| HighPoint Advisor Group LLC | 0.01% | Add +13.4% | 15,629 | $201K |
| Synovus Financial Corp. | 0.00% | New | 15,754 | $199K |
| ICONIQ Capital, LLC | 0.00% | New | 15,502 | $196K |
| New Republic Capital, LLC | 0.11% | Reduce -17.9% | 15,362 | $194K |
| Guggenheim Capital LLC | 0.00% | Reduce -62.0% | 15,344 | $194K |
| HSBC Holdings PLC | 0.00% | Reduce -61.7% | 15,278 | $193K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.9% | 15,260 | $193K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -22.6% | 14,967 | $189K |
| Coldstream Capital Management Inc. | 0.00% | New | 14,925 | $189K |
| Personal Cfo Solutions, LLC | 0.03% | Add +5.9% | 14,893 | $188K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -20.8% | 14,632 | $185K |
| Optas, LLC | 0.04% | New | 14,249 | $180K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +46.7% | 14,237 | $180K |
| State Street Corp. | 0.00% | No change | 13,954 | $176K |
| Cromwell Holdings LLC | 0.11% | No change | 13,841 | $175K |
| Acorn Creek Capital LLC | 0.09% | Add +1.4% | 13,466 | $170K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.8% | 13,468 | $170K |
| Wrapmanager Inc. | 0.04% | Reduce -13.7% | 13,418 | $169K |
| Alera Investment Advisors, LLC | 0.02% | Reduce -20.8% | 13,335 | $168K |
| HB Wealth Management, LLC | 0.00% | Add +13.1% | 13,299 | $168K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -2.4% | 13,224 | $167K |
| Trust Point Inc. | 0.01% | Reduce -2.0% | 12,897 | $163K |
| Channing Global Advisors, LLC | 0.14% | Reduce -60.9% | 12,895 | $163K |
| Summit Trail Advisors, LLC | 0.00% | New | 12,810 | $162K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +2993.1% | 12,589 | $159K |
| Canopy Partners, LLC | 0.07% | Reduce -1.6% | 12,465 | $157K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +337.1% | 1,751,182 | $154K |
| Xponance LLC | 0.00% | Add +11.7% | 12,125 | $153K |
| Legacy Financial Advisors, Inc. | 0.03% | Add +8.0% | 12,090 | $153K |
| Prudent Man Advisors, LLC | 0.05% | No change | 11,883 | $150K |
| Aprio Wealth Management, LLC | 0.02% | Add +7.9% | 11,795 | $149K |
| Clarius Group, LLC | 0.01% | Reduce -15.7% | 11,645 | $147K |
| Focus Partners Wealth | 0.00% | New | 11,421 | $144K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 11,341 | $143K |
| Syon Capital LLC | 0.01% | New | 11,253 | $142K |
| Mgo One Seven LLC | 0.01% | Reduce -9.4% | 11,119 | $140K |
| World Investment Advisors | 0.00% | New | 11,079 | $140K |
| Savant Capital, LLC | 0.00% | Reduce -27.3% | 10,997 | $139K |
| Flputnam Investment Management Co. | 0.00% | Reduce -5.8% | 10,721 | $135K |
| Wealthstream Advisors, Inc. | 0.02% | Add +0.3% | 10,689 | $135K |
| Centiva Capital, LP | 0.01% | Reduce -26.0% | 10,593 | $134K |
| Seven Mile Advisory | 0.09% | Add +0.4% | 10,539 | $133K |
| Certuity, LLC | 0.01% | New | 10,207 | $129K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.0% | 10,183 | $129K |
| D'Orazio & Associates, Inc. | 0.02% | Reduce -3.6% | 10,144 | $128K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 10,000 | $126K |
| Global Retirement Partners, LLC | 0.00% | Add +33.3% | 8,767 | $111K |
| Assetmark, Inc. | 0.00% | Add +23.6% | 8,738 | $110K |
| GeoWealth Management, LLC | 0.00% | Reduce -1.8% | 8,702 | $110K |
| AXA S.A. | 0.00% | Reduce -20.1% | 7,352 | $93K |
| Paradigm Asset Management Co. LLC | 0.02% | Reduce -14.5% | 7,100 | $90K |
| Hexagon Capital Partners LLC | 0.02% | Add +6.0% | 6,258 | $79K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.9% | 5,976 | $75K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 5,146 | $65K |
| Huntington National Bank | 0.00% | Reduce -8.4% | 4,895 | $62K |
| International Assets Investment Management, LLC | 0.00% | New | 4,293 | $54K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +15.6% | 4,206 | $53K |
| Rothschild Investment LLC | 0.00% | Add +8.2% | 3,650 | $46K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 3,558 | $45K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -15.4% | 3,349 | $42K |
| IFP Advisors, Inc | 0.00% | Reduce -46.7% | 3,109 | $39K |
| Richardson Financial Services Inc. | 0.02% | Add +1.7% | 2,556 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.5% | 2,706 | $34K |
| Perritt Capital Management Inc | 0.02% | No change | 2,500 | $32K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.0% | 2,411 | $30K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.1% | 2,362 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.8% | 2,302 | $29K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,176 | $27K |
| Addison Advisors LLC | 0.01% | Reduce -0.1% | 1,876 | $24K |
| Rise Advisors, LLC | 0.01% | Add +1.0% | 1,817 | $23K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.4% | 1,572 | $20K |
| Financial Management Professionals, Inc. | 0.00% | Add +18.0% | 1,277 | $16K |
| Lanark Financial, Inc. | 0.00% | Reduce -13.3% | 1,293 | $16K |
| Allworth Financial LP | 0.00% | Reduce -18.6% | 1,202 | $15K |
| Global Financial Private Client, LLC | 0.01% | New | 1,174 | $15K |
| Fifth Third Bancorp | 0.00% | Reduce -32.0% | 1,119 | $14K |
| Jones Financial Companies LLLP | 0.00% | Add +244.2% | 1,122 | $14K |
| Avior Wealth Management, LLC | 0.00% | Add +0.9% | 1,060 | $13K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 990 | $13K |
| Venturi Wealth Management, LLC | 0.00% | Add +561.9% | 973 | $12K |
| BNP Paribas Financial Markets | 0.00% | New | 973 | $12K |
| Eagle Bay Advisors LLC | 0.00% | No change | 963 | $12K |
| GW&K Investment Management, LLC | 0.00% | No change | 980 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +52.5% | 944 | $12K |
| NewEdge Advisors, LLC | 0.00% | Reduce -96.3% | 909 | $11K |
| Simplex Trading, LLC | 0.00% | New | 924 | $11K |
| Sterling Capital Management LLC | 0.00% | — | 867 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 806 | $10K |
| Paladin Wealth, LLC | 0.01% | — | 796 | $10K |
| Bessemer Group Inc. | 0.00% | Add +256.8% | 810 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 646 | $8K |
| Grove Bank & Trust | 0.00% | New | 634 | $8K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 607 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +10.6% | 575 | $7K |
| Financial Connections Group, Inc. | 0.00% | No change | 561 | $7K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 540 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.2% | 500 | $6K |
| Spire Wealth Management | 0.00% | Add +166.8% | 499 | $6K |
| Raffa Wealth Management, LLC | 0.00% | No change | 471 | $6K |
| TD Private Client Wealth LLC | 0.00% | No change | 448 | $6K |
| MV Capital Management, Inc. | 0.00% | New | 412 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 398 | $5K |
| Manchester Capital Management LLC | 0.00% | Reduce -33.5% | 352 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | — | 299 | $4K |
| Clean Yield Group | 0.00% | New | 250 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 220 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 200 | $3K |
| Motco | 0.00% | No change | 187 | $2K |
| LRI Investments, LLC | 0.00% | New | 164 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 167 | $2K |
| REAP Financial Group, LLC | 0.00% | Add +0.9% | 117 | $1K |
| Highline Wealth Partners LLC | 0.00% | Reduce -60.5% | 115 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 115 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -76.9% | 110 | $1K |
| Mendota Financial Group, LLC | 0.00% | Add +8.1% | 107 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 136 | $1K |
| Abound Wealth Management | 0.00% | Reduce -22.0% | 92 | $1K |
| ClariVest Asset Management LLC | 0.00% | No change | 87 | $1K |
| CENTRAL TRUST Co | 0.00% | New | 86 | $1K |
| Group One Trading LLC | 0.00% | New | 73 | $922 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 57 | $694 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $619 |
| Financial Gravity Companies, Inc. | 0.00% | — | 38 | $480 |
| AdvisorNet Financial, Inc | 0.00% | No change | 33 | $417 |
| West Branch Capital LLC | 0.00% | New | 8 | $99 |
| Northwest Financial Advisors | 0.00% | New | 2 | $25 |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.