Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q1 2025 (March 31)358holders +10
42new positions
29sold out
5famous investors
$15.45avg. 13F price*
At the end of Q1 2025, 358 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 10 from Q4 2024. 42 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($542.4M), Goldman Sachs Group Inc. ($174.3M) and FMR LLC ($149.0M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $20.0M |
| Exits | 29 | $13.6M |
All 13F filers, Q4 2024 → Q1 2025: 18,404,586 shares bought and 3,076,350 shares sold, net +15,328,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 358 holders
| Morgan Stanley | 0.04% | Add +48.0% | 35,085,766 | $542.4M |
| Goldman Sachs Group Inc. | 0.03% | Add +0.5% | 11,271,361 | $174.3M |
| FMR LLC | 0.01% | Add +15.0% | 9,640,689 | $149.0M |
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 6,961,402 | $107.6M |
| Clark Capital Management Group, Inc. | 0.72% | Add +1.8% | 6,496,260 | $100.4M |
| Northern Trust Corp. | 0.01% | Add +3.2% | 5,188,817 | $80.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.5% | 2,885,911 | $44.6M |
| Wells Fargo & Company | 0.01% | Reduce -4.4% | 1,990,008 | $30.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.6% | 1,923,502 | $29.7M |
| Bank of America Corp. | 0.00% | Add +3.6% | 1,840,609 | $28.5M |
| Renaissance Technologies | 0.04% | Add +2.0% | 1,642,470 | $25.4M |
| American Century Companies Inc. | 0.02% | Add +5.9% | 1,605,115 | $24.8M |
| Natixis Advisors, LLC | 0.04% | Add +59.8% | 1,439,197 | $22.3M |
| JPMorgan Chase & Co. | 0.00% | Add +17.2% | 1,189,540 | $18.4M |
| Invesco Ltd. | 0.00% | Reduce -9.4% | 918,290 | $14.2M |
| UBS Group AG | 0.00% | Add +34.6% | 896,921 | $13.9M |
| Quantinno Capital Management LP | 0.07% | Add +28.4% | 723,429 | $11.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.1% | 670,686 | $10.4M |
| Anderson Hoagland & Co. | 1.21% | Reduce -1.0% | 831,857 | $10.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +15.5% | 665,949 | $10.0M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +6.3% | 631,695 | $9.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +20.0% | 579,277 | $9.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 578,480 | $8.9M |
| Fisher Asset Management | 0.00% | Add +211.0% | 571,750 | $8.8M |
| Creative Planning | 0.01% | Add +19.8% | 571,547 | $8.8M |
| Cibc World Market Inc. | 0.02% | Reduce -0.5% | 557,713 | $8.6M |
| QRG Capital Management, Inc. | 0.08% | Add +19.9% | 518,573 | $8.0M |
| Crossmark Global Holdings, Inc. | 0.14% | Add +0.0% | 498,602 | $7.7M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.8% | 473,454 | $7.3M |
| Cerity Partners LLC | 0.01% | Add +46.4% | 468,210 | $7.2M |
| LPL Financial LLC | 0.00% | Add +37.0% | 445,354 | $6.9M |
| Stifel Financial Corp. | 0.01% | Reduce -3.4% | 426,982 | $6.6M |
| Boston Partners | 0.01% | Add +21.1% | 421,483 | $6.5M |
| Ramirez Asset Management, Inc. | 1.32% | Reduce -8.8% | 409,398 | $6.3M |
| Mariner, LLC | 0.01% | Reduce -1.7% | 398,093 | $6.2M |
| Silvercrest Asset Management Group LLC | 0.04% | No change | 242,300 | $6.1M |
| Ethic Inc. | 0.12% | Reduce -5.5% | 392,673 | $5.9M |
| US Bancorp \de | 0.01% | Add +20.8% | 361,646 | $5.6M |
| Benson Investment Management Company, Inc. | 2.40% | Reduce -13.3% | 355,750 | $5.5M |
| Qube Research & Technologies Ltd | 0.01% | New | 339,892 | $5.3M |
| Calamos Advisors LLC | 0.04% | Add +56.9% | 332,151 | $5.1M |
| Eagle Global Advisors LLC | 0.20% | Reduce -7.4% | 311,000 | $4.8M |
| Moran Wealth Management, LLC | 0.16% | Reduce -15.9% | 301,575 | $4.7M |
| First Trust Advisors LP | 0.00% | Reduce -6.3% | 290,117 | $4.5M |
| Quadrant Capital Group LLC | 0.16% | Add +299.4% | 284,762 | $4.4M |
| Massachusetts Financial Services Co. | 0.00% | Add +103.6% | 282,363 | $4.4M |
| Capital Wealth Planning, LLC | 0.04% | Add +77.1% | 271,808 | $4.2M |
| Augustine Asset Management Inc. | 1.17% | Add +2.0% | 259,864 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +15.5% | 255,579 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.4% | 254,340 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +33.0% | 246,591 | $3.8M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +9.1% | 245,342 | $3.8M |
| Signaturefd, LLC | 0.07% | Add +1.0% | 223,348 | $3.5M |
| Forum Financial Management, LP | 0.06% | No change | 222,120 | $3.4M |
| Gilman Hill Asset Management, LLC | 0.60% | Add +6.5% | 222,094 | $3.4M |
| Allianz SE | 0.09% | New | 220,000 | $3.4M |
| William Blair Investment Management, LLC | 0.01% | Reduce -10.2% | 202,146 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 196,320 | $3.0M |
| Park Avenue Securities LLC | 0.04% | Add +2.6% | 194,976 | $3.0M |
| Sei Investments Co. | 0.00% | Add +15.0% | 187,977 | $2.9M |
| Federated Hermes, Inc. | 0.01% | Add +1.7% | 184,730 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 177,553 | $2.7M |
| AQR Capital Management | 0.00% | Add +25.9% | 177,249 | $2.7M |
| Calamos Wealth Management LLC | 0.14% | New | 175,004 | $2.7M |
| Greenleaf Trust | 0.02% | Reduce -42.3% | 170,448 | $2.6M |
| &partners | 0.03% | Add +17.4% | 159,955 | $2.6M |
| Dorsey Wright & Associates | 0.63% | Reduce -10.6% | 159,362 | $2.5M |
| BTC Capital Management, Inc. | 0.22% | Add +4.2% | 159,010 | $2.5M |
| Caprock Group, LLC | 0.07% | Add +18.4% | 154,903 | $2.4M |
| Naviter Wealth, LLC | 0.28% | Add +1.6% | 145,120 | $2.3M |
| Parr McKnight Wealth Management Group, LLC | 0.33% | Reduce -39.6% | 146,335 | $2.3M |
| Citadel Advisors | 0.00% | New | 142,384 | $2.2M |
| Ritholtz Wealth Management | 0.06% | Reduce -11.5% | 137,918 | $2.1M |
| Callan Family Office, LLC | 0.15% | Reduce -4.3% | 130,236 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +53.0% | 128,638 | $2.0M |
| Rhumbline Advisers | 0.00% | Reduce -25.8% | 125,355 | $1.9M |
| Lockheed Martin Investment Management Co. | 0.08% | Reduce -4.3% | 121,560 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +9.3% | 119,633 | $1.8M |
| CIBC Asset Management Inc | 0.01% | Reduce -24.8% | 118,260 | $1.8M |
| Vident Advisory, LLC | 0.03% | Add +21.9% | 111,138 | $1.7M |
| Compound Planning, Inc. | 0.08% | Add +52.2% | 109,707 | $1.7M |
| Bank of Montreal | 0.00% | Add +3.0% | 106,161 | $1.6M |
| Summit Global Investments | 0.12% | Add +169.8% | 104,297 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -79.2% | 102,488 | $1.6M |
| Pekin Hardy Strauss, Inc. | 0.19% | Add +3.3% | 102,350 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.4% | 100,495 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -0.4% | 100,495 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +2.6% | 92,567 | $1.4M |
| Principal Securities, Inc. | 0.03% | No change | 96,176 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.0% | 88,493 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +34.8% | 87,352 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.6% | 87,274 | $1.3M |
| Townsquare Capital LLC | 0.01% | Add +4.2% | 85,910 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -81.8% | 81,164 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +67.6% | 78,788 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -1.0% | 75,465 | $1.2M |
| Verition Fund Management LLC | 0.01% | Add +349.9% | 75,308 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -26.9% | 73,895 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.15% | Add +63.6% | 71,389 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Add +12.7% | 69,412 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +32.5% | 69,343 | $1.1M |
| Evergreen Capital Management LLC | 0.04% | Reduce -1.9% | 67,824 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Add +4.2% | 67,234 | $1.0M |
| 1832 Asset Management L.P. | 0.00% | New | 64,785 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.09% | Add +4.3% | 64,181 | $992K |
| Diversify Wealth Management, LLC | 0.07% | Add +11.2% | 67,896 | $974K |
| Osaic Holdings, Inc. | 0.00% | Reduce -75.0% | 57,968 | $896K |
| Pacer Advisors, Inc. | 0.00% | Add +3.0% | 57,884 | $895K |
| Investors Research Corp | 0.19% | Reduce -16.3% | 57,654 | $891K |
| Ellevest, Inc. | 0.06% | Reduce -9.2% | 56,609 | $875K |
| Aaron Wealth Advisors LLC | 0.10% | Add +4.2% | 56,435 | $872K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -24.4% | 56,346 | $871K |
| Mission Wealth Management, LP | 0.02% | Add +5.2% | 56,298 | $870K |
| AdvisorShares Investments LLC | 0.17% | Add +41.7% | 57,247 | $863K |
| Parallel Advisors, LLC | 0.02% | Add +0.0% | 55,234 | $854K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.7% | 52,161 | $806K |
| Choreo, LLC | 0.01% | Reduce -8.2% | 51,441 | $795K |
| Capital Insight Partners, LLC | 0.14% | Add +4.0% | 51,128 | $790K |
| M&T Bank Corp | 0.00% | Reduce -2.5% | 49,938 | $772K |
| Checchi Capital Advisers, LLC | 0.05% | Add +8.1% | 49,631 | $767K |
| Atria Investments, Inc | 0.01% | Add +20.9% | 47,544 | $735K |
| Captrust Financial Advisors | 0.00% | Add +140.9% | 46,880 | $725K |
| Smartleaf Asset Management LLC | 0.07% | Add +8.6% | 45,943 | $724K |
| Callan Capital, LLC | 0.05% | No change | 46,429 | $718K |
| PDS Planning, Inc | 0.06% | Add +6.4% | 45,999 | $711K |
| Citigroup Inc. | 0.00% | Add +13.5% | 45,598 | $705K |
| Ieq Capital, LLC | 0.01% | Add +6.8% | 44,402 | $686K |
| ICONIQ Capital, LLC | 0.01% | Add +25.3% | 43,928 | $679K |
| V-Square Quantitative Management LLC | 0.09% | No change | 39,799 | $615K |
| Glenmede Trust Co. NA | 0.00% | Reduce -6.1% | 39,704 | $614K |
| Acadian Asset Management LLC | 0.00% | Add +336.4% | 39,574 | $610K |
| Westwood Holdings Group Inc. | 0.00% | No change | 38,627 | $597K |
| Prospera Financial Services Inc | 0.01% | New | 38,626 | $597K |
| Pitcairn Co. | 0.04% | Add +10.1% | 37,563 | $581K |
| Covenant Partners, LLC | 0.19% | No change | 37,262 | $576K |
| Cordatus Wealth Management LLC | 0.16% | New | 36,863 | $570K |
| RNC Capital Management LLC | 0.03% | Add +1.6% | 36,808 | $569K |
| Summit Financial, LLC | 0.02% | New | 36,800 | $569K |
| Banco Santander, S.A. | 0.01% | No change | 35,990 | $556K |
| Squarepoint Ops LLC | 0.00% | New | 35,909 | $555K |
| Millennium Management | 0.00% | Reduce -62.0% | 35,828 | $554K |
| Sage Rhino Capital LLC | 0.13% | Reduce -1.8% | 35,759 | $553K |
| Gradient Investments LLC | 0.01% | Add +1.0% | 34,818 | $538K |
| Te Ahumairangi Investment Management Ltd | 0.11% | Reduce -12.6% | 34,657 | $536K |
| Lazard Asset Management LLC | 0.00% | Reduce -12.4% | 34,074 | $526K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +1.0% | 33,715 | $521K |
| Versant Capital Management, Inc | 0.09% | Add +1473.7% | 32,827 | $508K |
| Mather Group, Llc. | 0.01% | No change | 32,709 | $506K |
| Avantax Advisory Services, Inc. | 0.00% | Add +22.7% | 32,499 | $502K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.2% | 32,386 | $501K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +2.6% | 32,243 | $498K |
| Atlas Capital Advisors Inc. | 0.06% | Add +1.1% | 31,321 | $484K |
| Cable Hill Partners, LLC | 0.05% | Reduce -1.3% | 33,694 | $478K |
| Barometer Capital Management Inc. | 0.18% | Reduce -45.0% | 30,854 | $477K |
| Assetmark, Inc. | 0.00% | Add +63.2% | 30,588 | $473K |
| Calydon Capital | 0.08% | No change | 29,134 | $450K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 28,939 | $447K |
| Gallacher Capital Management LLC | 0.22% | Reduce -0.4% | 28,877 | $446K |
| Schroder Investment Management Group | 0.00% | Add +0.1% | 28,602 | $443K |
| Shelton Capital Management | 0.01% | Reduce -3.0% | 28,173 | $436K |
| Traveka Wealth, LLC | 0.24% | Add +1.1% | 27,912 | $432K |
| GAMMA Investing LLC | 0.03% | Add +19.8% | 27,743 | $429K |
| Bailard, Inc. | 0.01% | Add +6.6% | 27,404 | $424K |
| World Investment Advisors | 0.01% | Add +90.3% | 26,968 | $417K |
| Louisbourg Investments Inc. | 0.11% | No change | 26,652 | $412K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -24.3% | 26,563 | $411K |
| Seeds Investor LLC | 0.11% | Add +2.5% | 25,928 | $401K |
| Five Oceans Advisors | 0.19% | No change | 25,407 | $393K |
| UMB Bank, n.a. | 0.01% | Reduce -9.4% | 25,280 | $391K |
| Vanguard Capital Wealth Advisors | 0.48% | Add +18.0% | 25,047 | $387K |
| Syon Capital LLC | 0.03% | Add +43.0% | 24,969 | $386K |
| Blair William & Co. | 0.00% | New | 24,467 | $378K |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 24,060 | $372K |
| Net Worth Advisory Group | 0.11% | Reduce -5.0% | 23,521 | $364K |
| Sivia Capital Partners, LLC | 0.16% | Add +9.4% | 22,522 | $348K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +8.2% | 22,429 | $347K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -0.4% | 24,076 | $345K |
| Pzena Investment Management LLC | 0.00% | Add +12.8% | 22,134 | $342K |
| Csenge Advisory Group | 0.02% | Add +3.7% | 25,173 | $341K |
| Private Advisor Group, LLC | 0.00% | Reduce -18.7% | 21,561 | $333K |
| Ewa, LLC | 0.12% | Reduce -0.3% | 21,455 | $332K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.9% | 21,426 | $331K |
| Drive Wealth Management, LLC | 0.08% | Reduce -2.5% | 21,061 | $326K |
| First Affirmative Financial Network | 0.20% | Reduce -0.3% | 20,951 | $324K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.9% | 20,884 | $323K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +40.6% | 20,731 | $321K |
| Aprio Wealth Management, LLC | 0.04% | Add +45.2% | 20,697 | $320K |
| Valeo Financial Advisors, LLC | 0.01% | Add +25.9% | 20,099 | $311K |
| Lindbrook Capital, LLC | 0.03% | Add +3.8% | 20,072 | $310K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -0.0% | 19,804 | $306K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.03% | No change | 19,800 | $306K |
| Keybank National Association | 0.00% | Reduce -1.2% | 19,784 | $306K |
| BSW Wealth Partners | 0.05% | Add +4.5% | 19,652 | $304K |
| Simon Quick Advisors, LLC | 0.02% | Add +72.2% | 19,332 | $299K |
| Diversify Advisory Services, LLC | 0.02% | Add +26.8% | 20,664 | $296K |
| Lido Advisors, LLC | 0.00% | Add +2.5% | 19,038 | $294K |
| Jefferies Financial Group Inc. | 0.01% | Add +3.8% | 18,997 | $294K |
| Savant Capital, LLC | 0.00% | Reduce -4.7% | 18,853 | $291K |
| Modern Wealth Management, LLC | 0.01% | New | 18,732 | $290K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -39.6% | 18,596 | $287K |
| HB Wealth Management, LLC | 0.00% | Add +47.3% | 18,329 | $283K |
| Focus Partners Wealth | 0.00% | Add +35.7% | 18,253 | $282K |
| Bleakley Financial Group, LLC | 0.01% | Add +5.3% | 18,192 | $281K |
| Sowell Financial Services LLC | 0.01% | Add +17.3% | 17,605 | $272K |
| Claro Advisors Inc. | 0.04% | Add +6.6% | 17,536 | $271K |
| Blue Trust, Inc. | 0.00% | Add +41.8% | 17,434 | $270K |
| Werba Rubin Papier Wealth Management | 0.06% | Reduce -12.0% | 17,206 | $266K |
| Cwm, LLC | 0.00% | Add +1.0% | 16,713 | $258K |
| Legacy Financial Advisors, Inc. | 0.04% | Add +30.8% | 16,582 | $256K |
| Keel Point, LLC | 0.02% | Add +5.4% | 16,296 | $252K |
| Mgo One Seven LLC | 0.01% | Reduce -2.8% | 16,017 | $248K |
| Cresset Asset Management, LLC | 0.00% | Reduce -6.7% | 15,348 | $240K |
| West Family Investments, Inc. | 0.09% | Reduce -43.0% | 15,330 | $237K |
| Ascent Group, LLC | 0.01% | New | 15,205 | $235K |
| HighPoint Advisor Group LLC | 0.01% | Add +2.4% | 16,121 | $231K |
| SVB Wealth LLC | 0.01% | Reduce -27.3% | 14,891 | $230K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -4.8% | 14,739 | $228K |
| Choate Investment Advisors | 0.01% | Add +35.9% | 14,672 | $227K |
| Channing Global Advisors, LLC | 0.15% | Add +11.8% | 14,666 | $227K |
| Dakota Wealth Management | 0.01% | New | 14,638 | $226K |
| Shilanski & Associates, Inc. | 0.07% | Reduce -9.6% | 14,632 | $226K |
| Kathmere Capital Management, LLC | 0.02% | New | 14,590 | $226K |
| Beverly Hills Private Wealth, LLC | 0.04% | Add +2.0% | 14,536 | $225K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -51.6% | 14,535 | $225K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -1.8% | 14,490 | $224K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -55.3% | 14,355 | $222K |
| Wedmont Private Capital | 0.01% | Add +4.9% | 17,160 | $222K |
| Abel Hall, LLC | 0.13% | New | 14,276 | $221K |
| State Street Corp. | 0.00% | No change | 13,954 | $216K |
| Cromwell Holdings LLC | 0.14% | No change | 13,841 | $214K |
| Merit Financial Group, LLC | 0.00% | New | 13,695 | $212K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 13,626 | $211K |
| Acorn Creek Capital LLC | 0.10% | Add +0.7% | 13,570 | $210K |
| Wrapmanager Inc. | 0.05% | Reduce -8.7% | 13,345 | $206K |
| Xponance LLC | 0.00% | Add +4.2% | 13,239 | $205K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -19.2% | 13,156 | $203K |
| Optas, LLC | 0.04% | Add +7.5% | 13,010 | $201K |
| New Republic Capital, LLC | 0.09% | Reduce -5.5% | 12,694 | $196K |
| Canopy Partners, LLC | 0.08% | Add +1.1% | 12,616 | $195K |
| Certuity, LLC | 0.02% | Add +6.6% | 12,427 | $192K |
| Trust Point Inc. | 0.02% | Reduce -3.9% | 12,365 | $191K |
| Aspen Grove Capital, LLC | 0.04% | No change | 11,991 | $185K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -6.3% | 11,654 | $180K |
| Wealthstream Advisors, Inc. | 0.03% | Add +1.1% | 11,605 | $179K |
| Entropy Technologies, LP | 0.02% | New | 11,600 | $179K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -12.8% | 11,204 | $173K |
| D'Orazio & Associates, Inc. | 0.03% | Add +8.5% | 11,105 | $172K |
| Adero Partners, LLC | 0.01% | Add +4.0% | 10,901 | $169K |
| Flputnam Investment Management Co. | 0.00% | Reduce -1.9% | 10,795 | $167K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -5.6% | 10,536 | $163K |
| Baron Wealth Management LLC | 0.07% | New | 10,295 | $159K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.6% | 10,442 | $157K |
| Earned Wealth Advisors, LLC | 0.03% | New | 10,154 | $157K |
| Clarius Group, LLC | 0.01% | Reduce -1.7% | 10,091 | $156K |
| Seven Mile Advisory | 0.10% | New | 10,029 | $155K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 10,000 | $155K |
| Bruce G. Allen Investments, LLC | 0.11% | Add +60.0% | 8,711 | $135K |
| AXA S.A. | 0.00% | Add +8.8% | 8,000 | $124K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -52.6% | 7,738 | $120K |
| Wayfinding Financial, LLC | 0.05% | New | 7,528 | $116K |
| Hexagon Capital Partners LLC | 0.02% | Add +5.7% | 7,431 | $115K |
| Paradigm Asset Management Co. LLC | 0.03% | No change | 6,300 | $97K |
| Bessemer Group Inc. | 0.00% | Add +214.8% | 6,072 | $94K |
| Brooklyn Investment Group | 0.02% | Add +654.7% | 5,947 | $92K |
| Sierra Ocean, LLC | 0.07% | Reduce -1.8% | 5,796 | $90K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -32.1% | 5,393 | $83K |
| GeoWealth Management, LLC | 0.00% | Reduce -30.5% | 4,698 | $73K |
| TD Private Client Wealth LLC | 0.00% | Add +823.7% | 4,138 | $64K |
| Barclays PLC | 0.00% | No change | 4,000 | $62K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 3,827 | $59K |
| Richardson Financial Services Inc. | 0.04% | Add +1.4% | 3,545 | $55K |
| IFP Advisors, Inc | 0.00% | Reduce -2.7% | 3,313 | $51K |
| Huntington National Bank | 0.00% | Reduce -4.2% | 3,289 | $51K |
| Geneos Wealth Management Inc. | 0.00% | Add +41.6% | 3,163 | $49K |
| Jones Financial Companies LLLP | 0.00% | Add +124.2% | 3,072 | $48K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.9% | 2,812 | $43K |
| First Horizon Advisors, Inc. | 0.00% | Add +16.4% | 2,798 | $43K |
| Zions Bancorporation, National Association | 0.00% | — | 2,737 | $42K |
| Perritt Capital Management Inc | 0.02% | No change | 2,500 | $39K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2,411 | $37K |
| Financial Management Professionals, Inc. | 0.00% | Add +88.3% | 2,404 | $37K |
| Private Trust Co. NA | 0.00% | Add +1044.1% | 2,334 | $36K |
| CIBC Private Wealth Group LLC | 0.00% | Add +35.8% | 2,558 | $31K |
| Addison Advisors LLC | 0.01% | No change | 1,876 | $29K |
| Park Square Financial Group, LLC | 0.02% | Reduce -20.7% | 1,868 | $29K |
| Rise Advisors, LLC | 0.01% | No change | 1,841 | $28K |
| Capital A Wealth Management, LLC | 0.03% | No change | 1,712 | $26K |
| Allworth Financial LP | 0.00% | Add +12.6% | 1,798 | $25K |
| Rothschild Investment LLC | 0.00% | Add +2.3% | 1,542 | $24K |
| Fifth Third Bancorp | 0.00% | Add +17.5% | 1,315 | $20K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -99.4% | 8 | $20K |
| Lanark Financial, Inc. | 0.00% | — | 1,302 | $20K |
| Aventura Private Wealth, LLC | 0.01% | No change | 1,193 | $18K |
| Global Financial Private Client, LLC | 0.01% | No change | 1,174 | $18K |
| GW&K Investment Management, LLC | 0.00% | No change | 980 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 965 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 909 | $14K |
| Sterling Capital Management LLC | 0.00% | No change | 867 | $13K |
| Harbour Investments, Inc. | 0.00% | Add +31.0% | 846 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 806 | $12K |
| ORG Partners LLC | 0.00% | New | 820 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -22.1% | 771 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -53.3% | 752 | $12K |
| Arax Advisory Partners | 0.00% | New | 746 | $12K |
| NewSquare Capital LLC | 0.00% | Add +141.3% | 666 | $10K |
| Cheviot Value Management, LLC | 0.00% | New | 728 | $10K |
| Cornerstone Planning Group LLC | 0.00% | No change | 733 | $10K |
| Albion Financial Group | 0.00% | No change | 644 | $10K |
| Spire Wealth Management | 0.00% | Add +3.3% | 564 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 533 | $8K |
| Financial Connections Group, Inc. | 0.00% | No change | 561 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 501 | $8K |
| Highline Wealth Partners LLC | 0.00% | Add +310.4% | 472 | $7K |
| Raffa Wealth Management, LLC | 0.00% | No change | 471 | $7K |
| WPG Advisers, LLC | 0.01% | Reduce -30.9% | 444 | $7K |
| Group One Trading LLC | 0.00% | Add +563.6% | 438 | $7K |
| Rossby Financial, LCC | 0.00% | New | 388 | $5K |
| Creative Financial Designs Inc. | 0.00% | New | 346 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 313 | $5K |
| Center for Financial Planning, Inc. | 0.00% | No change | 323 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 314 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +64.7% | 275 | $4K |
| National Bank of Canada | 0.00% | No change | 271 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -7.4% | 277 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 255 | $4K |
| Clean Yield Group | 0.00% | No change | 250 | $4K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 226 | $3K |
| MAI Capital Management | 0.00% | No change | 223 | $3K |
| Continuum Advisory, LLC | 0.00% | Reduce -18.8% | 220 | $3K |
| Binnacle Investments Inc | 0.00% | — | 208 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 200 | $3K |
| Motco | 0.00% | No change | 187 | $3K |
| LRI Investments, LLC | 0.00% | No change | 164 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 135 | $2K |
| CX Institutional | 0.00% | New | 142 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 129 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | — | 125 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 119 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 115 | $2K |
| Larson Financial Group LLC | 0.00% | Reduce -0.9% | 109 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 105 | $2K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 94 | $1K |
| Mattson Financial Services, LLC | 0.00% | New | 88 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 86 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 70 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 58 | $897 |
| Abound Wealth Management | 0.00% | Reduce -39.1% | 56 | $866 |
| Clearstead Advisors, LLC | 0.00% | Reduce -1.8% | 55 | $851 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $758 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 49 | $758 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 38 | $587 |
| American National Bank & Trust | 0.00% | New | 33 | $520 |
| AdvisorNet Financial, Inc | 0.00% | No change | 33 | $510 |
| Bogart Wealth, LLC | 0.00% | New | 32 | $495 |
| High Note Wealth, LLC | 0.00% | No change | 25 | $387 |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 14 | $216 |
| West Branch Capital LLC | 0.00% | No change | 8 | $122 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -100.0% | 1 | $15 |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.