Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q4 2024 (December 31)348holders +15
34new positions
26sold out
4famous investors
$14.51avg. 13F price*
At the end of Q4 2024, 348 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 15 from Q3 2024. 34 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($343.4M), Goldman Sachs Group Inc. ($162.5M) and FMR LLC ($121.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Sumitomo Mitsui-Spons ADR
- CUSIP
- 86562M209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $17.9M |
| Exits | 26 | $20.1M |
All 13F filers, Q3 2024 → Q4 2024: 16,480,095 shares bought and 5,938,203 shares sold, net +10,541,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 348 holders
| Morgan Stanley | 0.02% | Add +45.2% | 23,697,823 | $343.4M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -0.1% | 11,217,749 | $162.5M |
| FMR LLC | 0.01% | Add +16.5% | 8,383,293 | $121.5M |
| BlackRock, Inc. | 0.00% | Add +0.8% | 6,964,935 | $100.9M |
| Clark Capital Management Group, Inc. | 0.65% | Add +26.9% | 6,384,308 | $92.5M |
| Northern Trust Corp. | 0.01% | Add +79.3% | 5,029,497 | $72.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.2% | 2,899,574 | $42.0M |
| Wells Fargo & Company | 0.01% | Reduce -36.6% | 2,080,805 | $30.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.1% | 1,803,684 | $26.1M |
| Bank of America Corp. | 0.00% | Add +7.9% | 1,776,384 | $25.7M |
| Renaissance Technologies | 0.03% | Reduce -1.5% | 1,610,670 | $23.3M |
| American Century Companies Inc. | 0.01% | Add +4.9% | 1,515,323 | $22.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.9% | 1,015,206 | $14.7M |
| Invesco Ltd. | 0.00% | Reduce -25.2% | 1,013,936 | $14.7M |
| Natixis Advisors, LLC | 0.02% | Add +53.5% | 900,374 | $13.0M |
| Anderson Hoagland & Co. | 1.27% | Reduce -1.3% | 840,100 | $12.3M |
| Bank of New York Mellon Corp | 0.00% | Add +139.7% | 745,849 | $10.8M |
| UBS Group AG | 0.00% | Add +25.5% | 666,134 | $9.7M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -2.1% | 594,358 | $8.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 581,102 | $8.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +76.3% | 576,485 | $8.3M |
| Quantinno Capital Management LP | 0.08% | Add +3.2% | 563,464 | $8.2M |
| Cibc World Market Inc. | 0.02% | Reduce -0.1% | 560,340 | $8.1M |
| Crossmark Global Holdings, Inc. | 0.13% | Add +0.9% | 498,398 | $7.2M |
| Franklin Resources Inc. | 0.00% | Reduce -1.0% | 492,268 | $7.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +18.9% | 482,783 | $7.0M |
| Creative Planning | 0.01% | Add +26.8% | 477,228 | $6.9M |
| Pathstone Holdings, LLC | 0.03% | Add +1.9% | 477,024 | $6.9M |
| Ramirez Asset Management, Inc. | 1.31% | Add +3.2% | 449,014 | $6.5M |
| Jane Street Group, LLC | 0.01% | Add +48.3% | 444,902 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +0.1% | 442,067 | $6.4M |
| QRG Capital Management, Inc. | 0.06% | Add +1.8% | 432,415 | $6.3M |
| Ethic Inc. | 0.12% | Add +12.6% | 415,612 | $6.0M |
| Benson Investment Management Company, Inc. | 2.47% | Add +0.0% | 410,275 | $5.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -76.6% | 409,579 | $5.9M |
| Mariner, LLC | 0.01% | Add +2.1% | 405,056 | $5.9M |
| Silvercrest Asset Management Group LLC | 0.04% | New | 242,300 | $5.8M |
| Moran Wealth Management, LLC | 0.17% | Add +7.7% | 358,736 | $5.2M |
| Boston Partners | 0.01% | Add +134.4% | 348,184 | $5.0M |
| Eagle Global Advisors LLC | 0.20% | No change | 336,000 | $4.9M |
| LPL Financial LLC | 0.00% | Add +264.9% | 324,992 | $4.7M |
| First Trust Advisors LP | 0.00% | New | 309,458 | $4.5M |
| Cerity Partners LLC | 0.01% | Reduce -9.4% | 319,730 | $4.5M |
| US Bancorp \de | 0.01% | Add +2.6% | 299,476 | $4.3M |
| Leuthold Group, LLC | 0.52% | Reduce -3.5% | 298,514 | $4.3M |
| Greenleaf Trust | 0.04% | Add +0.0% | 295,531 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Add +4.6% | 257,959 | $3.7M |
| Augustine Asset Management Inc. | 0.97% | Reduce -0.7% | 254,696 | $3.7M |
| Parr McKnight Wealth Management Group, LLC | 0.50% | — | 242,101 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +20.1% | 232,263 | $3.4M |
| William Blair Investment Management, LLC | 0.01% | Reduce -6.7% | 225,195 | $3.3M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -1.5% | 224,956 | $3.3M |
| Forum Financial Management, LP | 0.05% | Add +15.0% | 222,120 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +37.9% | 221,322 | $3.2M |
| Signaturefd, LLC | 0.06% | Add +3.7% | 221,164 | $3.2M |
| Calamos Advisors LLC | 0.02% | No change | 211,720 | $3.1M |
| Gilman Hill Asset Management, LLC | 0.53% | Add +0.6% | 208,594 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.7% | 195,436 | $2.8M |
| Park Avenue Securities LLC | 0.03% | Add +36.5% | 190,094 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.3% | 185,418 | $2.7M |
| Fisher Asset Management | 0.00% | Reduce -2.5% | 183,829 | $2.7M |
| Federated Hermes, Inc. | 0.01% | Reduce -4.7% | 181,591 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 178,404 | $2.6M |
| Dorsey Wright & Associates | 0.62% | Reduce -22.4% | 178,245 | $2.6M |
| Rhumbline Advisers | 0.00% | Reduce -1.1% | 168,901 | $2.4M |
| Sei Investments Co. | 0.00% | Reduce -5.7% | 163,429 | $2.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | Reduce -8.8% | 161,470 | $2.3M |
| Ritholtz Wealth Management | 0.07% | Reduce -6.9% | 155,843 | $2.3M |
| CIBC Asset Management Inc | 0.01% | Reduce -67.6% | 157,225 | $2.2M |
| Capital Wealth Planning, LLC | 0.02% | Add +35.4% | 153,472 | $2.2M |
| BTC Capital Management, Inc. | 0.20% | Reduce -9.0% | 152,646 | $2.2M |
| Naviter Wealth, LLC | 0.25% | Add +3.4% | 142,816 | $2.1M |
| AQR Capital Management | 0.00% | Add +9.9% | 140,727 | $2.0M |
| Massachusetts Financial Services Co. | 0.00% | New | 138,680 | $2.0M |
| &partners | 0.02% | Add +85.9% | 136,244 | $2.0M |
| Callan Family Office, LLC | 0.13% | New | 136,063 | $2.0M |
| Caprock Group, LLC | 0.06% | Add +1.5% | 130,770 | $1.9M |
| Lockheed Martin Investment Management Co. | 0.07% | No change | 127,040 | $1.8M |
| Vise Technologies, Inc. | 0.14% | Add +73.0% | 120,024 | $1.7M |
| Raymond James Financial Inc. | 0.00% | — | 109,419 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -3.5% | 103,091 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | No change | 101,090 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +13.4% | 100,885 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +13.4% | 100,885 | $1.5M |
| Pekin Hardy Strauss, Inc. | 0.18% | Reduce -1.5% | 99,100 | $1.4M |
| Principal Securities, Inc. | 0.03% | Add +20.4% | 96,176 | $1.4M |
| Millennium Management | 0.00% | Add +460.8% | 94,329 | $1.4M |
| Vident Advisory, LLC | 0.02% | Reduce -5.5% | 91,211 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -2.2% | 90,181 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.2% | 86,733 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.5% | 85,120 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +23.6% | 84,102 | $1.2M |
| Townsquare Capital LLC | 0.01% | Add +4.5% | 82,485 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +0.4% | 76,257 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 74,546 | $1.1M |
| Compound Planning, Inc. | 0.05% | Add +14.1% | 72,066 | $1.0M |
| Quadrant Capital Group LLC | 0.07% | Reduce -1.7% | 71,293 | $1.0M |
| Evergreen Capital Management LLC | 0.03% | Add +22.3% | 69,143 | $1.0M |
| Investors Research Corp | 0.22% | Reduce -1.0% | 68,879 | $998K |
| Aquatic Capital Management LLC | 0.03% | Reduce -6.1% | 65,744 | $953K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -20.8% | 64,817 | $939K |
| Advisors Asset Management, Inc. | 0.02% | Add +9.7% | 64,535 | $935K |
| Ellevest, Inc. | 0.05% | Add +9.9% | 62,368 | $904K |
| Ballentine Partners, LLC | 0.02% | Add +10.7% | 61,583 | $892K |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -23.7% | 61,519 | $891K |
| Diversify Wealth Management, LLC | 0.07% | Add +18.5% | 61,077 | $863K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.4% | 58,440 | $842K |
| Choreo, LLC | 0.01% | Add +4.8% | 56,006 | $815K |
| Pacer Advisors, Inc. | 0.00% | Add +0.3% | 56,216 | $815K |
| Lake Street Advisors Group, LLC | 0.04% | Add +2.7% | 55,655 | $806K |
| Parallel Advisors, LLC | 0.02% | Reduce -2.0% | 55,222 | $800K |
| Aaron Wealth Advisors LLC | 0.09% | Add +9.0% | 54,137 | $784K |
| Barometer Capital Management Inc. | 0.31% | Add +93.1% | 56,108 | $782K |
| Mission Wealth Management, LP | 0.02% | Reduce -16.7% | 53,541 | $776K |
| Neuberger Berman Group LLC | 0.00% | Add +25.0% | 52,333 | $758K |
| M&T Bank Corp | 0.00% | Add +2.8% | 51,196 | $742K |
| Capital Insight Partners, LLC | 0.12% | Add +59.9% | 49,157 | $712K |
| Susquehanna International Group, LLP | 0.00% | Add +11.2% | 47,002 | $681K |
| Callan Capital, LLC | 0.05% | Reduce -9.0% | 46,429 | $673K |
| Checchi Capital Advisers, LLC | 0.05% | Add +4.1% | 45,905 | $665K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Add +30.1% | 43,633 | $632K |
| PDS Planning, Inc | 0.06% | Reduce -2.0% | 43,241 | $627K |
| Smartleaf Asset Management LLC | 0.06% | Add +83.3% | 42,309 | $616K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.7% | 42,282 | $613K |
| Ieq Capital, LLC | 0.01% | Add +9.7% | 41,587 | $603K |
| AdvisorShares Investments LLC | 0.11% | Reduce -12.8% | 40,397 | $585K |
| Citigroup Inc. | 0.00% | Add +17.5% | 40,182 | $582K |
| Te Ahumairangi Investment Management Ltd | 0.12% | Reduce -54.4% | 39,657 | $575K |
| V-Square Quantitative Management LLC | 0.08% | Add +30.2% | 39,799 | $574K |
| Atria Investments, Inc | 0.01% | Reduce -24.5% | 39,317 | $570K |
| Lazard Asset Management LLC | 0.00% | Reduce -2.2% | 38,901 | $563K |
| Summit Global Investments | 0.04% | New | 38,656 | $560K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -9.7% | 38,627 | $560K |
| Covenant Partners, LLC | 0.17% | No change | 37,262 | $540K |
| Sage Rhino Capital LLC | 0.12% | Reduce -1.9% | 36,422 | $528K |
| RNC Capital Management LLC | 0.03% | Reduce -2.7% | 36,220 | $525K |
| Banco Santander, S.A. | 0.01% | Reduce -8.7% | 35,990 | $521K |
| Schechter Investment Advisors, LLC | 0.04% | Reduce -0.7% | 35,103 | $509K |
| ICONIQ Capital, LLC | 0.01% | Add +126.2% | 35,058 | $508K |
| Gradient Investments LLC | 0.01% | Reduce -28.0% | 34,477 | $500K |
| Cable Hill Partners, LLC | 0.05% | Reduce -1.0% | 34,145 | $495K |
| Pitcairn Co. | 0.03% | Add +2.6% | 34,133 | $495K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -7.6% | 33,386 | $484K |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.3% | 33,116 | $480K |
| Mather Group, Llc. | 0.01% | No change | 32,709 | $474K |
| Kestra Advisory Services, LLC | 0.00% | Add +95.2% | 32,099 | $465K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.3% | 30,020 | $456K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -20.8% | 31,434 | $455K |
| Atlas Capital Advisors Inc. | 0.06% | Reduce -1.6% | 30,979 | $449K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +35.2% | 30,786 | $446K |
| Calydon Capital | 0.08% | No change | 29,134 | $422K |
| Shelton Capital Management | 0.01% | Add +1.6% | 29,060 | $421K |
| Gallacher Capital Management LLC | 0.21% | Add +1.7% | 28,980 | $420K |
| Schroder Investment Management Group | 0.00% | Add +0.1% | 28,562 | $416K |
| UMB Bank, n.a. | 0.01% | Reduce -0.5% | 27,892 | $404K |
| Traveka Wealth, LLC | 0.22% | Add +0.3% | 27,598 | $400K |
| Jain Global LLC | 0.01% | — | 27,553 | $399K |
| West Family Investments, Inc. | 0.14% | No change | 26,905 | $390K |
| Louisbourg Investments Inc. | 0.10% | No change | 26,652 | $386K |
| Private Advisor Group, LLC | 0.00% | Add +9.3% | 26,530 | $384K |
| Avantax Advisory Services, Inc. | 0.00% | Add +30.4% | 26,494 | $384K |
| Bailard, Inc. | 0.01% | New | 25,703 | $372K |
| Five Oceans Advisors | 0.17% | Add +11.0% | 25,407 | $368K |
| Seeds Investor LLC | 0.10% | Add +13.0% | 25,299 | $367K |
| Taika Capital, LP | 0.28% | New | 24,915 | $361K |
| Net Worth Advisory Group | 0.11% | Reduce -2.4% | 24,747 | $359K |
| Truist Financial Corp. | 0.00% | Reduce -14.5% | 24,361 | $353K |
| Csenge Advisory Group | 0.02% | Add +23.9% | 24,270 | $352K |
| Bridgewater Advisors Inc. | 0.04% | Add +1.3% | 24,180 | $346K |
| GAMMA Investing LLC | 0.03% | Add +24.0% | 23,155 | $336K |
| Drive Wealth Management, LLC | 0.08% | Add +2.7% | 21,595 | $313K |
| Ewa, LLC | 0.12% | Add +0.6% | 21,519 | $312K |
| Vanguard Capital Wealth Advisors | 0.34% | Reduce -41.9% | 21,225 | $308K |
| First Affirmative Financial Network | 0.18% | Reduce -1.2% | 21,005 | $304K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.6% | 20,815 | $302K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.3% | 20,738 | $300K |
| Sivia Capital Partners, LLC | 0.15% | Reduce -3.2% | 20,595 | $298K |
| SVB Wealth LLC | 0.01% | New | 20,494 | $297K |
| Coldstream Capital Management Inc. | 0.01% | Add +36.0% | 20,296 | $294K |
| Keybank National Association | 0.00% | Reduce -2.1% | 20,016 | $290K |
| Global Retirement Partners, LLC | 0.01% | Add +127.4% | 19,933 | $289K |
| Sage Mountain Advisors LLC | 0.02% | Add +8.1% | 19,809 | $287K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.03% | — | 19,800 | $287K |
| Savant Capital, LLC | 0.00% | Add +79.8% | 19,775 | $287K |
| Pzena Investment Management LLC | 0.00% | Add +5.4% | 19,619 | $284K |
| Werba Rubin Papier Wealth Management | 0.07% | Reduce -7.2% | 19,546 | $283K |
| Captrust Financial Advisors | 0.00% | Reduce -55.8% | 19,463 | $282K |
| Lindbrook Capital, LLC | 0.03% | Add +5.2% | 19,343 | $280K |
| Guggenheim Capital LLC | 0.00% | Add +24.4% | 19,090 | $277K |
| BSW Wealth Partners | 0.04% | Add +6.6% | 18,815 | $273K |
| Assetmark, Inc. | 0.00% | Add +114.5% | 18,741 | $272K |
| Lido Advisors, LLC | 0.00% | Add +8.7% | 18,570 | $269K |
| Jefferies Financial Group Inc. | 0.00% | Add +7.6% | 18,311 | $265K |
| Catalina Capital Group, LLC | 0.08% | Add +8.3% | 17,624 | $255K |
| Syon Capital LLC | 0.02% | Add +55.2% | 17,460 | $253K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -1.1% | 17,283 | $250K |
| Verition Fund Management LLC | 0.00% | New | 16,738 | $243K |
| Cwm, LLC | 0.00% | Reduce -2.4% | 16,542 | $240K |
| Mgo One Seven LLC | 0.01% | Add +48.1% | 16,471 | $239K |
| Claro Advisors Inc. | 0.03% | Reduce -1.9% | 16,457 | $238K |
| Cresset Asset Management, LLC | 0.00% | Reduce -91.0% | 16,454 | $238K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +608.9% | 16,318 | $236K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.7% | 16,275 | $236K |
| Shilanski & Associates, Inc. | 0.08% | Reduce -5.0% | 16,189 | $235K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.1% | 15,959 | $231K |
| Wedmont Private Capital | 0.01% | Add +1.4% | 16,359 | $231K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.7% | 15,740 | $231K |
| Diversify Advisory Services, LLC | 0.01% | Add +1.2% | 16,299 | $230K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +23.0% | 15,486 | $225K |
| Keel Point, LLC | 0.02% | Reduce -7.9% | 15,467 | $224K |
| Sowell Financial Services LLC | 0.01% | New | 15,015 | $218K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -0.9% | 14,758 | $214K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 14,741 | $214K |
| Wrapmanager Inc. | 0.05% | Add +8.9% | 14,608 | $212K |
| Aprio Wealth Management, LLC | 0.03% | Add +20.9% | 14,256 | $207K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -2.6% | 14,246 | $206K |
| World Investment Advisors | 0.01% | Add +27.9% | 14,169 | $205K |
| State Street Corp. | 0.00% | No change | 13,954 | $202K |
| Cromwell Holdings LLC | 0.12% | No change | 13,841 | $201K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 13,710 | $199K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 13,660 | $198K |
| Acorn Creek Capital LLC | 0.10% | Add +0.0% | 13,470 | $195K |
| Focus Partners Wealth | 0.00% | Add +17.8% | 13,454 | $195K |
| New Republic Capital, LLC | 0.13% | Reduce -12.5% | 13,440 | $195K |
| Causeway Capital Management LLC | 0.00% | Reduce -17.2% | 13,348 | $193K |
| Channing Global Advisors, LLC | 0.13% | Add +1.7% | 13,118 | $190K |
| Trust Point Inc. | 0.01% | Reduce -0.2% | 12,870 | $186K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -2.8% | 12,848 | $186K |
| Xponance LLC | 0.00% | Add +4.8% | 12,704 | $184K |
| Legacy Financial Advisors, Inc. | 0.03% | Add +4.9% | 12,682 | $184K |
| Canopy Partners, LLC | 0.07% | Add +0.1% | 12,475 | $181K |
| HB Wealth Management, LLC | 0.00% | Reduce -6.4% | 12,444 | $180K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -2.9% | 12,435 | $180K |
| Blue Trust, Inc. | 0.00% | Reduce -68.0% | 12,297 | $178K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 12,241 | $177K |
| Optas, LLC | 0.04% | Reduce -15.1% | 12,104 | $175K |
| Aspen Grove Capital, LLC | 0.04% | New | 11,991 | $174K |
| Prudent Man Advisors, LLC | 0.06% | No change | 11,883 | $172K |
| Certuity, LLC | 0.02% | Add +14.2% | 11,657 | $169K |
| Wealthstream Advisors, Inc. | 0.03% | Add +7.4% | 11,483 | $166K |
| Simon Quick Advisors, LLC | 0.01% | New | 11,228 | $163K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.6% | 11,161 | $162K |
| Freestone Capital Holdings, LLC | 0.01% | New | 11,107 | $161K |
| Flputnam Investment Management Co. | 0.00% | Add +2.6% | 11,002 | $159K |
| Farther Finance Advisors, LLC | 0.01% | Add +7.5% | 10,946 | $159K |
| Choate Investment Advisors | 0.00% | New | 10,797 | $156K |
| HSBC Holdings PLC | 0.00% | Reduce -30.9% | 10,554 | $153K |
| Adero Partners, LLC | 0.01% | New | 10,477 | $152K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 10,417 | $151K |
| Clarius Group, LLC | 0.01% | Reduce -11.9% | 10,264 | $149K |
| D'Orazio & Associates, Inc. | 0.02% | Add +0.9% | 10,238 | $148K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 10,000 | $145K |
| Acadian Asset Management LLC | 0.00% | New | 9,068 | $131K |
| Quantbot Technologies LP | 0.00% | Reduce -77.8% | 9,004 | $130K |
| Parkside Financial Bank & Trust | 0.02% | Add +32.9% | 7,944 | $115K |
| AXA S.A. | 0.00% | No change | 7,352 | $107K |
| Hexagon Capital Partners LLC | 0.02% | Add +12.3% | 7,028 | $102K |
| GeoWealth Management, LLC | 0.00% | Reduce -22.3% | 6,762 | $98K |
| Paradigm Asset Management Co. LLC | 0.03% | Reduce -11.3% | 6,300 | $91K |
| Sierra Ocean, LLC | 0.07% | — | 5,902 | $86K |
| Bruce G. Allen Investments, LLC | 0.06% | Add +29.5% | 5,445 | $79K |
| Barclays PLC | 0.00% | Reduce -80.0% | 4,000 | $58K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -25.6% | 3,827 | $55K |
| Richardson Financial Services Inc. | 0.04% | Add +36.8% | 3,496 | $51K |
| Huntington National Bank | 0.00% | Reduce -29.9% | 3,433 | $50K |
| IFP Advisors, Inc | 0.00% | Add +9.5% | 3,404 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2178.7% | 3,099 | $45K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -18.3% | 2,737 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,706 | $39K |
| Perritt Capital Management Inc | 0.02% | No change | 2,500 | $36K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2,411 | $35K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.7% | 2,403 | $35K |
| Park Square Financial Group, LLC | 0.02% | — | 2,355 | $34K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.6% | 2,233 | $32K |
| Versant Capital Management, Inc | 0.01% | New | 2,086 | $30K |
| Bessemer Group Inc. | 0.00% | Add +138.2% | 1,929 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | Add +19.9% | 1,884 | $28K |
| Addison Advisors LLC | 0.01% | No change | 1,876 | $27K |
| Rise Advisors, LLC | 0.01% | Add +1.3% | 1,841 | $27K |
| PEAK6 LLC | 0.00% | — | 1,734 | $25K |
| Capital A Wealth Management, LLC | 0.04% | — | 1,712 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +70.4% | 1,609 | $23K |
| Allworth Financial LP | 0.00% | Add +32.9% | 1,597 | $23K |
| Rothschild Investment LLC | 0.00% | Reduce -58.7% | 1,508 | $22K |
| Jones Financial Companies LLLP | 0.00% | Add +22.1% | 1,370 | $20K |
| Whipplewood Advisors, LLC | 0.01% | — | 1,311 | $19K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,277 | $19K |
| Aventura Private Wealth, LLC | 0.01% | — | 1,193 | $17K |
| Global Financial Private Client, LLC | 0.01% | No change | 1,174 | $17K |
| Fifth Third Bancorp | 0.00% | No change | 1,119 | $16K |
| Venturi Wealth Management, LLC | 0.00% | Add +14.0% | 1,109 | $16K |
| Human Investing LLC | 0.00% | New | 1,100 | $16K |
| Avior Wealth Management, LLC | 0.00% | Reduce -6.2% | 994 | $14K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 990 | $14K |
| GW&K Investment Management, LLC | 0.00% | No change | 980 | $14K |
| Eagle Bay Advisors LLC | 0.01% | No change | 963 | $14K |
| NewEdge Advisors, LLC | 0.00% | No change | 909 | $13K |
| Sterling Capital Management LLC | 0.00% | No change | 867 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 806 | $12K |
| Brooklyn Investment Group | 0.00% | New | 788 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Add +27.5% | 733 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 646 | $9K |
| Albion Financial Group | 0.00% | New | 644 | $9K |
| WPG Advisers, LLC | 0.01% | — | 643 | $9K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 607 | $9K |
| Financial Connections Group, Inc. | 0.00% | No change | 561 | $8K |
| Spire Wealth Management | 0.00% | Add +9.4% | 546 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.2% | 501 | $7K |
| Raffa Wealth Management, LLC | 0.00% | No change | 471 | $7K |
| TD Private Client Wealth LLC | 0.00% | No change | 448 | $6K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 412 | $6K |
| Creekmur Asset Management LLC | 0.00% | No change | 398 | $6K |
| Center for Financial Planning, Inc. | 0.00% | New | 323 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 299 | $4K |
| Advantage Trust Co | 0.00% | New | 291 | $4K |
| Simplex Trading, LLC | 0.00% | Reduce -68.1% | 295 | $4K |
| NewSquare Capital LLC | 0.00% | New | 276 | $4K |
| Continuum Advisory, LLC | 0.00% | Add +23.2% | 271 | $4K |
| National Bank of Canada | 0.00% | New | 271 | $4K |
| Clean Yield Group | 0.00% | No change | 250 | $4K |
| MAI Capital Management | 0.00% | New | 223 | $3K |
| Private Trust Co. NA | 0.00% | New | 204 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 200 | $3K |
| Motco | 0.00% | No change | 187 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 167 | $2K |
| LRI Investments, LLC | 0.00% | No change | 164 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 135 | $2K |
| REAP Financial Group, LLC | 0.00% | Add +1.7% | 119 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 115 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 115 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 110 | $2K |
| Decker Retirement Planning Inc. | 0.00% | — | 94 | $1K |
| Abound Wealth Management | 0.00% | No change | 92 | $1K |
| Mendota Financial Group, LLC | 0.00% | Reduce -14.9% | 91 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 86 | $1K |
| Manchester Capital Management LLC | 0.00% | Reduce -80.1% | 70 | $1K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 94 | $1K |
| Group One Trading LLC | 0.00% | Reduce -9.6% | 66 | $956 |
| Golden State Wealth Management, LLC | 0.00% | — | 58 | $840 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 57 | $829 |
| Clearstead Advisors, LLC | 0.00% | New | 56 | $812 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $710 |
| Financial Gravity Companies, Inc. | 0.00% | No change | 38 | $551 |
| AdvisorNet Financial, Inc | 0.00% | No change | 33 | $478 |
| High Note Wealth, LLC | 0.00% | New | 25 | $362 |
| Sachetta, LLC | 0.00% | New | 8 | $122 |
| West Branch Capital LLC | 0.00% | No change | 8 | $114 |
| Lanark Financial, Inc. | 0.00% | — | 1 | $18 |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.