Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q2 2025 (June 30)371holders +13
51new positions
34sold out
7famous investors
$15.11avg. 13F price*
At the end of Q2 2025, 371 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 13 from Q1 2025. 51 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($472.3M), Goldman Sachs Group Inc. ($161.3M) and FMR LLC ($146.3M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $50.6M |
| Exits | 34 | $21.2M |
All 13F filers, Q1 2025 → Q2 2025: 9,674,023 shares bought and 7,707,997 shares sold, net +1,966,026 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 371 holders
| Morgan Stanley | 0.03% | Reduce -10.9% | 31,256,899 | $472.3M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -5.3% | 10,672,402 | $161.3M |
| FMR LLC | 0.01% | Add +0.5% | 9,684,069 | $146.3M |
| BlackRock, Inc. | 0.00% | Reduce -1.4% | 6,867,650 | $103.8M |
| Clark Capital Management Group, Inc. | 0.68% | Add +0.3% | 6,517,672 | $98.5M |
| Northern Trust Corp. | 0.01% | Add +7.8% | 5,595,165 | $84.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.3% | 2,877,011 | $43.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +19.7% | 2,302,411 | $34.8M |
| Renaissance Technologies | 0.04% | Add +26.1% | 2,070,773 | $31.3M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 2,017,709 | $30.5M |
| Bank of America Corp. | 0.00% | Add +4.4% | 1,921,712 | $29.0M |
| American Century Companies Inc. | 0.01% | Add +8.6% | 1,742,585 | $26.3M |
| Fisher Asset Management | 0.01% | Add +137.4% | 1,357,193 | $20.5M |
| Natixis Advisors, LLC | 0.03% | Reduce -16.6% | 1,200,502 | $18.1M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 1,190,566 | $18.0M |
| Millennium Management | 0.01% | Add +2625.8% | 976,618 | $14.8M |
| Invesco Ltd. | 0.00% | Add +5.1% | 964,866 | $14.6M |
| Quantinno Capital Management LP | 0.06% | Add +26.9% | 918,216 | $13.9M |
| Anderson Hoagland & Co. | 1.14% | Reduce -5.2% | 788,850 | $11.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -2.5% | 649,227 | $9.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.8% | 638,408 | $9.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.0% | 631,310 | $9.5M |
| Royal Bank of Canada | 0.00% | Add +7.8% | 623,557 | $9.4M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -5.0% | 600,355 | $9.1M |
| Capital Wealth Planning, LLC | 0.07% | Add +119.8% | 597,575 | $9.0M |
| Osaic Holdings, Inc. | 0.02% | Add +846.2% | 548,474 | $8.5M |
| Cibc World Market Inc. | 0.02% | Reduce -0.5% | 554,918 | $8.4M |
| Westfield Capital Management Co. LP | 0.03% | New | 541,882 | $8.2M |
| Crossmark Global Holdings, Inc. | 0.13% | Add +6.8% | 532,443 | $8.0M |
| LPL Financial LLC | 0.00% | Add +18.9% | 529,444 | $8.0M |
| Ramirez Asset Management, Inc. | 1.16% | Add +23.6% | 505,871 | $7.6M |
| Massar Capital Management, LP | 5.67% | New | 500,000 | $7.6M |
| Creative Planning | 0.01% | Reduce -13.3% | 495,765 | $7.5M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.3% | 472,246 | $7.1M |
| Stifel Financial Corp. | 0.01% | Add +10.3% | 471,176 | $7.1M |
| UBS Group AG | 0.00% | Reduce -48.3% | 463,502 | $7.0M |
| Cerity Partners LLC | 0.01% | Reduce -2.0% | 458,927 | $6.9M |
| Tudor Investment Corporation | 0.05% | New | 436,288 | $6.6M |
| QRG Capital Management, Inc. | 0.06% | Reduce -18.2% | 424,036 | $6.4M |
| Boston Partners | 0.01% | Reduce -0.7% | 418,390 | $6.3M |
| Mariner, LLC | 0.01% | Reduce -4.4% | 380,533 | $5.8M |
| Massachusetts Financial Services Co. | 0.00% | Add +34.3% | 379,185 | $5.7M |
| US Bancorp \de | 0.01% | Add +2.4% | 370,368 | $5.6M |
| AQR Capital Management | 0.00% | Add +108.2% | 368,987 | $5.6M |
| Ethic Inc. | 0.10% | Reduce -8.9% | 357,897 | $5.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -6.6% | 317,513 | $4.8M |
| Eagle Global Advisors LLC | 0.19% | No change | 311,000 | $4.7M |
| Moran Wealth Management, LLC | 0.15% | Add +2.8% | 310,086 | $4.7M |
| Causeway Capital Management LLC | 0.07% | New | 301,796 | $4.6M |
| Sei Investments Co. | 0.01% | Add +56.3% | 293,729 | $4.4M |
| Cetera Investment Advisers | 0.01% | Add +10.4% | 282,078 | $4.3M |
| Quadrant Capital Group LLC | 0.15% | Reduce -2.6% | 277,252 | $4.2M |
| D. E. Shaw & Co. | 0.00% | New | 269,294 | $4.1M |
| Augustine Asset Management Inc. | 1.07% | Add +2.2% | 265,547 | $4.0M |
| First Trust Advisors LP | 0.00% | Reduce -9.0% | 263,930 | $4.0M |
| Point72 Asset Management | 0.01% | New | 254,666 | $3.8M |
| Federated Hermes, Inc. | 0.01% | Add +37.2% | 253,494 | $3.8M |
| &partners | 0.03% | Add +58.1% | 252,955 | $3.8M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +2.4% | 251,199 | $3.8M |
| Callan Family Office, LLC | 0.12% | Add +85.9% | 242,112 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.6% | 237,619 | $3.6M |
| Gilman Hill Asset Management, LLC | 0.56% | Add +1.9% | 226,274 | $3.4M |
| Park Avenue Securities LLC | 0.03% | Add +13.4% | 221,149 | $3.3M |
| Allianz SE | 0.08% | No change | 220,000 | $3.3M |
| Signaturefd, LLC | 0.06% | Reduce -3.5% | 215,418 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -13.7% | 212,842 | $3.2M |
| Forum Financial Management, LP | 0.05% | Reduce -5.6% | 209,587 | $3.2M |
| National Bank of Canada | 0.00% | Add +75572.0% | 205,071 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 201,936 | $3.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 182,905 | $2.8M |
| Vident Advisory, LLC | 0.03% | Add +53.3% | 170,397 | $2.6M |
| Greenleaf Trust | 0.02% | Reduce -0.2% | 170,092 | $2.6M |
| Myriad Asset Management US LP | 1.70% | New | 169,492 | $2.6M |
| Calamos Advisors LLC | 0.02% | Reduce -49.4% | 168,076 | $2.5M |
| BTC Capital Management, Inc. | 0.20% | Add +4.4% | 166,010 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +28.4% | 165,142 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +37.0% | 163,866 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | — | 157,509 | $2.4M |
| Naviter Wealth, LLC | 0.28% | Add +4.1% | 151,031 | $2.3M |
| Parr McKnight Wealth Management Group, LLC | 0.31% | Add +2.0% | 149,210 | $2.3M |
| Vise Technologies, Inc. | 0.09% | — | 146,090 | $2.2M |
| Calamos Wealth Management LLC | 0.09% | Reduce -20.6% | 138,896 | $2.1M |
| William Blair Investment Management, LLC | 0.01% | Reduce -35.1% | 131,226 | $2.0M |
| Ritholtz Wealth Management | 0.04% | Reduce -7.7% | 127,335 | $1.9M |
| Rhumbline Advisers | 0.00% | Reduce -3.6% | 120,889 | $1.8M |
| Franklin Resources Inc. | 0.00% | Add +14.1% | 116,965 | $1.8M |
| CIBC Asset Management Inc | 0.01% | Add +1.2% | 119,643 | $1.8M |
| Bank of Montreal | 0.00% | Add +3.8% | 110,197 | $1.7M |
| Principal Securities, Inc. | 0.03% | Add +12.8% | 108,501 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.6% | 101,046 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.10% | New | 100,790 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +14.3% | 99,889 | $1.5M |
| Dorsey Wright & Associates | 0.35% | Reduce -38.9% | 97,309 | $1.5M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 96,208 | $1.5M |
| Pekin Hardy Strauss, Inc. | 0.16% | Reduce -8.3% | 93,850 | $1.4M |
| Seldon Capital LP | 0.61% | New | 92,885 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.7% | 90,895 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -2.1% | 90,627 | $1.4M |
| Diversify Wealth Management, LLC | 0.08% | Add +18.6% | 80,550 | $1.3M |
| Quantbot Technologies LP | 0.03% | New | 85,009 | $1.3M |
| Evergreen Capital Management LLC | 0.04% | Add +22.8% | 83,255 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +22.1% | 82,101 | $1.2M |
| Verition Fund Management LLC | 0.01% | Add +6.9% | 80,482 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -8.1% | 80,185 | $1.2M |
| Compound Planning, Inc. | 0.04% | Reduce -29.3% | 77,521 | $1.2M |
| Lockheed Martin Investment Management Co. | 0.04% | Reduce -37.5% | 76,000 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Add +2.1% | 75,449 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +6.7% | 73,962 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Add +2.1% | 70,886 | $1.1M |
| XTX Topco Ltd | 0.04% | New | 69,842 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -7.5% | 69,780 | $1.1M |
| AdvisorShares Investments LLC | 0.18% | Add +18.5% | 67,819 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +2.6% | 65,854 | $995K |
| 1832 Asset Management L.P. | 0.00% | Reduce -2.3% | 63,295 | $956K |
| Walleye Capital LLC | 0.01% | New | 63,217 | $955K |
| Ieq Capital, LLC | 0.01% | Add +41.1% | 62,636 | $946K |
| Aaron Wealth Advisors LLC | 0.09% | Add +8.8% | 61,405 | $928K |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.2% | 61,153 | $924K |
| Assetmark, Inc. | 0.00% | Add +92.3% | 58,805 | $889K |
| Calydon Capital | 0.09% | Add +100.0% | 58,268 | $880K |
| Mission Wealth Management, LP | 0.02% | Add +3.3% | 58,132 | $878K |
| M&T Bank Corp | 0.00% | Add +15.9% | 57,867 | $875K |
| Glenmede Investment Management, LP | 0.00% | — | 56,949 | $860K |
| Investors Research Corp | 0.17% | Reduce -1.9% | 56,554 | $855K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 56,346 | $851K |
| Parallel Advisors, LLC | 0.02% | Reduce -0.4% | 55,008 | $831K |
| Coldstream Capital Management Inc. | 0.01% | Add +155.0% | 53,257 | $813K |
| Choreo, LLC | 0.01% | Add +4.6% | 53,815 | $813K |
| Capital Insight Partners, LLC | 0.14% | Add +4.1% | 53,223 | $804K |
| Atria Investments, Inc | 0.01% | Add +11.5% | 53,017 | $801K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 48,675 | $735K |
| Avantax Advisory Services, Inc. | 0.00% | Add +46.5% | 47,606 | $719K |
| PDS Planning, Inc | 0.05% | Add +2.3% | 47,050 | $711K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -6.7% | 46,310 | $700K |
| Banco Santander, S.A. | 0.01% | Add +28.2% | 46,140 | $697K |
| Captrust Financial Advisors | 0.00% | Reduce -3.9% | 45,034 | $680K |
| Smartleaf Asset Management LLC | 0.06% | Reduce -3.6% | 44,278 | $673K |
| Gradient Investments LLC | 0.01% | Add +24.4% | 43,326 | $655K |
| Citigroup Inc. | 0.00% | Reduce -5.4% | 43,117 | $651K |
| Ellevest, Inc. | 0.10% | Reduce -25.2% | 42,356 | $640K |
| Summit Financial, LLC | 0.01% | Add +14.5% | 42,143 | $637K |
| RNC Capital Management LLC | 0.03% | Add +13.5% | 41,763 | $631K |
| Kestra Advisory Services, LLC | 0.00% | Add +187.1% | 41,206 | $623K |
| Barometer Capital Management Inc. | 0.17% | Add +28.2% | 39,554 | $598K |
| Acadian Asset Management LLC | 0.00% | Reduce -2.6% | 38,549 | $581K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.4% | 37,303 | $564K |
| Covenant Partners, LLC | 0.17% | No change | 37,262 | $563K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -4.4% | 36,940 | $558K |
| ICONIQ Capital, LLC | 0.01% | Reduce -16.9% | 36,510 | $552K |
| Cordatus Wealth Management LLC | 0.13% | Reduce -2.3% | 36,016 | $544K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +10.3% | 35,578 | $538K |
| Focus Partners Wealth | 0.00% | Add +94.4% | 35,488 | $536K |
| Sage Rhino Capital LLC | 0.11% | Reduce -1.1% | 35,383 | $535K |
| Lazard Asset Management LLC | 0.00% | Add +1.3% | 34,528 | $521K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -1.3% | 33,290 | $503K |
| Mather Group, Llc. | 0.01% | No change | 32,709 | $494K |
| Summit Global Investments | 0.03% | Reduce -68.8% | 32,487 | $491K |
| Sivia Capital Partners, LLC | 0.17% | Add +43.9% | 32,398 | $490K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +315.1% | 32,122 | $485K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.2% | 31,350 | $474K |
| Versant Capital Management, Inc | 0.07% | Reduce -6.9% | 30,563 | $462K |
| Pitcairn Co. | 0.03% | Reduce -19.0% | 30,412 | $460K |
| Gallacher Capital Management LLC | 0.20% | Add +1.5% | 29,310 | $443K |
| Global Retirement Partners, LLC | 0.01% | — | 29,254 | $442K |
| GAMMA Investing LLC | 0.03% | Add +5.2% | 29,182 | $441K |
| Schroder Investment Management Group | 0.00% | Reduce -0.1% | 28,574 | $432K |
| Bailard, Inc. | 0.01% | Add +3.1% | 28,246 | $427K |
| Shelton Capital Management | 0.01% | Reduce -0.6% | 27,994 | $423K |
| Jane Street Group, LLC | 0.00% | Reduce -65.7% | 27,824 | $420K |
| Diversify Advisory Services, LLC | 0.02% | Add +24.2% | 25,673 | $419K |
| HB Wealth Management, LLC | 0.00% | Add +49.8% | 27,452 | $415K |
| Louisbourg Investments Inc. | 0.09% | No change | 26,652 | $403K |
| Virtu Financial LLC | 0.02% | New | 25,735 | $389K |
| Traveka Wealth, LLC | 0.21% | Reduce -8.0% | 25,667 | $388K |
| Csenge Advisory Group | 0.02% | Reduce -0.2% | 25,120 | $387K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -19.7% | 25,151 | $380K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +21.2% | 25,123 | $380K |
| Bridgewater Advisors Inc. | 0.03% | Add +0.6% | 24,221 | $373K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.1% | 24,242 | $370K |
| Five Oceans Advisors | 0.16% | Reduce -3.9% | 24,405 | $369K |
| Dakota Wealth Management | 0.01% | Add +65.6% | 24,243 | $366K |
| Seeds Investor LLC | 0.09% | Reduce -7.1% | 24,092 | $364K |
| Pzena Investment Management LLC | 0.00% | Add +8.7% | 24,052 | $363K |
| Blue Trust, Inc. | 0.00% | Add +37.8% | 24,020 | $363K |
| West Family Investments, Inc. | 0.09% | Add +56.6% | 24,011 | $363K |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 23,726 | $359K |
| Net Worth Advisory Group | 0.08% | Reduce -2.2% | 23,002 | $348K |
| Merit Financial Group, LLC | 0.00% | Add +67.5% | 22,938 | $347K |
| Syon Capital LLC | 0.02% | Reduce -8.8% | 22,768 | $344K |
| Te Ahumairangi Investment Management Ltd | 0.06% | Reduce -34.6% | 22,657 | $342K |
| Haven Private, LLC | 0.15% | New | 22,581 | $341K |
| Keybank National Association | 0.00% | Add +13.6% | 22,465 | $339K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -23.8% | 22,045 | $333K |
| Two Sigma Securities, LLC | 0.04% | New | 21,475 | $324K |
| Flow Traders U.S. LLC | 0.01% | New | 21,321 | $322K |
| Drive Wealth Management, LLC | 0.07% | Reduce -0.5% | 20,960 | $322K |
| Ewa, LLC | 0.10% | Reduce -0.7% | 21,302 | $322K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -8.0% | 20,626 | $312K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.4% | 20,582 | $311K |
| First Affirmative Financial Network | 0.16% | Reduce -1.9% | 20,564 | $311K |
| Walleye Trading LLC | 0.01% | New | 20,507 | $310K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.02% | No change | 19,800 | $299K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.8% | 19,664 | $297K |
| Lido Advisors, LLC | 0.00% | Reduce -0.2% | 19,003 | $291K |
| Modern Wealth Management, LLC | 0.01% | Add +0.1% | 18,756 | $283K |
| Sowell Financial Services LLC | 0.01% | Add +6.2% | 18,699 | $283K |
| Syverson Strege & Co | 0.07% | New | 18,660 | $282K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.7% | 18,318 | $277K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -7.9% | 18,244 | $276K |
| Werba Rubin Papier Wealth Management | 0.05% | Add +5.0% | 18,070 | $273K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -5.0% | 18,042 | $273K |
| BSW Wealth Partners | 0.04% | Reduce -9.2% | 17,843 | $270K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 17,686 | $267K |
| Savant Capital, LLC | 0.00% | Reduce -7.0% | 17,534 | $265K |
| Squarepoint Ops LLC | 0.00% | Reduce -51.8% | 17,303 | $261K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -76.0% | 17,110 | $259K |
| UMB Bank, n.a. | 0.00% | Reduce -33.2% | 16,897 | $255K |
| Wedmont Private Capital | 0.01% | Reduce -1.3% | 16,942 | $252K |
| Keel Point, LLC | 0.02% | Add +2.2% | 16,657 | $252K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +12.6% | 16,598 | $251K |
| Personal Cfo Solutions, LLC | 0.05% | Add +11.9% | 16,214 | $245K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.3% | 16,165 | $244K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 16,024 | $242K |
| AlphaCore Capital LLC | 0.01% | New | 15,912 | $240K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -23.2% | 15,891 | $240K |
| Optas, LLC | 0.05% | Add +21.6% | 15,823 | $239K |
| Cwm, LLC | 0.00% | Reduce -6.7% | 15,586 | $236K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 14,800 | $224K |
| Shilanski & Associates, Inc. | 0.06% | Reduce -0.6% | 14,539 | $220K |
| Natural Investments, LLC | 0.06% | New | 14,446 | $218K |
| Channing Global Advisors, LLC | 0.14% | Reduce -3.2% | 14,194 | $214K |
| Choate Investment Advisors | 0.00% | Reduce -4.2% | 14,062 | $212K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -3.5% | 14,026 | $212K |
| World Investment Advisors | 0.00% | Reduce -48.1% | 14,000 | $212K |
| State Street Corp. | 0.00% | No change | 13,954 | $211K |
| Cromwell Holdings LLC | 0.13% | No change | 13,841 | $209K |
| Farther Finance Advisors, LLC | 0.00% | Add +32.4% | 13,828 | $209K |
| Apollon Wealth Management, LLC | 0.00% | Add +5.0% | 13,807 | $209K |
| Ascent Group, LLC | 0.01% | Reduce -9.4% | 13,773 | $208K |
| Acorn Creek Capital LLC | 0.09% | Add +0.9% | 13,688 | $207K |
| Earned Wealth Advisors, LLC | 0.04% | Add +32.9% | 13,491 | $204K |
| Xponance LLC | 0.00% | Add +1.6% | 13,447 | $203K |
| Certuity, LLC | 0.02% | Add +7.2% | 13,327 | $201K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.7% | 12,984 | $196K |
| NewEdge Wealth, LLC | 0.00% | New | 12,375 | $193K |
| Canopy Partners, LLC | 0.07% | Reduce -0.5% | 12,558 | $190K |
| NorthCoast Asset Management LLC | 0.00% | New | 12,539 | $189K |
| Clarius Group, LLC | 0.01% | Add +23.7% | 12,484 | $189K |
| Wrapmanager Inc. | 0.05% | Reduce -8.1% | 12,265 | $185K |
| Venturi Wealth Management, LLC | 0.01% | New | 12,206 | $184K |
| Summit Trail Advisors, LLC | 0.00% | Add +1.7% | 11,854 | $182K |
| EP Wealth Advisors, LLC | 0.00% | New | 12,025 | $182K |
| Trust Point Inc. | 0.02% | Reduce -2.8% | 12,015 | $182K |
| Wealthstream Advisors, Inc. | 0.03% | Add +2.1% | 11,849 | $179K |
| Flputnam Investment Management Co. | 0.00% | Add +8.5% | 11,716 | $177K |
| Aspen Grove Capital, LLC | 0.03% | Reduce -4.2% | 11,487 | $176K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.7% | 11,623 | $176K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -37.5% | 11,613 | $175K |
| Abel Hall, LLC | 0.08% | Reduce -19.9% | 11,433 | $173K |
| MAI Capital Management | 0.00% | Add +4973.1% | 11,313 | $171K |
| Brooklyn Investment Group | 0.02% | Add +89.4% | 11,265 | $170K |
| IHT Wealth Management, LLC | 0.00% | New | 11,127 | $168K |
| Intergy Private Wealth, LLC | 0.06% | New | 11,011 | $166K |
| Kathmere Capital Management, LLC | 0.01% | Reduce -26.2% | 10,761 | $163K |
| Burns Matteson Capital Management, LLC | 0.08% | New | 10,746 | $162K |
| New Republic Capital, LLC | 0.06% | Reduce -15.7% | 10,698 | $162K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 10,536 | $159K |
| D'Orazio & Associates, Inc. | 0.02% | Reduce -5.7% | 10,471 | $158K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 10,447 | $158K |
| Hilltop Holdings Inc. | 0.01% | New | 10,312 | $156K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 10,000 | $151K |
| GeoWealth Management, LLC | 0.01% | Add +91.9% | 9,017 | $136K |
| Bruce G. Allen Investments, LLC | 0.10% | Add +2.1% | 8,896 | $134K |
| AXA S.A. | 0.00% | No change | 8,000 | $121K |
| First Horizon Advisors, Inc. | 0.00% | Add +176.2% | 7,727 | $117K |
| Jones Financial Companies LLLP | 0.00% | Add +139.9% | 7,370 | $112K |
| Sterling Capital Management LLC | 0.00% | Add +697.7% | 6,916 | $105K |
| Paradigm Asset Management Co. LLC | 0.02% | No change | 6,300 | $95K |
| Sierra Ocean, LLC | 0.06% | Reduce -3.1% | 5,616 | $85K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -4.2% | 5,167 | $78K |
| Hantz Financial Services, Inc. | 0.00% | Add +1323.6% | 4,456 | $67K |
| Barclays PLC | 0.00% | No change | 4,000 | $60K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 3,827 | $58K |
| Arax Advisory Partners | 0.00% | Add +401.7% | 3,743 | $57K |
| TD Private Client Wealth LLC | 0.00% | Reduce -10.7% | 3,696 | $56K |
| Richardson Financial Services Inc. | 0.04% | Add +0.9% | 3,577 | $54K |
| Geneos Wealth Management Inc. | 0.00% | Add +5.2% | 3,326 | $50K |
| Huntington National Bank | 0.00% | Reduce -5.0% | 3,123 | $47K |
| Cape Investment Advisory, Inc. | 0.02% | Add +270.7% | 2,858 | $43K |
| IFP Advisors, Inc | 0.00% | Reduce -14.3% | 2,840 | $43K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.5% | 2,800 | $42K |
| Allworth Financial LP | 0.00% | Add +53.1% | 2,753 | $42K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.4% | 2,717 | $41K |
| Zions Bancorporation, National Association | 0.00% | Reduce -1.2% | 2,704 | $41K |
| Headlands Technologies LLC | 0.00% | New | 2,570 | $39K |
| Perritt Capital Management Inc | 0.02% | No change | 2,500 | $38K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2,411 | $36K |
| Park Square Financial Group, LLC | 0.03% | Add +27.5% | 2,381 | $36K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 2,064 | $34K |
| Private Trust Co. NA | 0.00% | Reduce -5.4% | 2,208 | $33K |
| NewSquare Capital LLC | 0.00% | Add +204.7% | 2,029 | $31K |
| Fifth Third Bancorp | 0.00% | Add +51.6% | 1,994 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +163.2% | 1,979 | $30K |
| Lanark Financial, Inc. | 0.00% | Add +49.9% | 1,951 | $29K |
| Addison Advisors LLC | 0.01% | No change | 1,876 | $28K |
| Bessemer Group Inc. | 0.00% | Reduce -69.8% | 1,837 | $28K |
| Rise Advisors, LLC | 0.01% | No change | 1,841 | $28K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -36.5% | 1,526 | $23K |
| ORG Partners LLC | 0.01% | Add +83.5% | 1,505 | $23K |
| Rothschild Investment LLC | 0.00% | Reduce -8.6% | 1,409 | $21K |
| Whipplewood Advisors, LLC | 0.01% | Add +15112.5% | 1,217 | $18K |
| Aventura Private Wealth, LLC | 0.01% | No change | 1,193 | $18K |
| GW&K Investment Management, LLC | 0.00% | No change | 980 | $15K |
| NewEdge Advisors, LLC | 0.00% | Add +3.6% | 942 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Add +18.1% | 866 | $13K |
| Highline Wealth Partners LLC | 0.00% | Add +79.7% | 848 | $13K |
| Harbour Investments, Inc. | 0.00% | No change | 846 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 806 | $12K |
| Sound Income Strategies, LLC | 0.00% | New | 794 | $12K |
| Cheviot Value Management, LLC | 0.00% | No change | 728 | $12K |
| FWL Investment Management, LLC | 0.00% | New | 751 | $11K |
| Albion Financial Group | 0.00% | No change | 644 | $10K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +87.9% | 590 | $9K |
| Spire Wealth Management | 0.00% | No change | 564 | $9K |
| Redmont Wealth Advisors LLC | 0.01% | New | 540 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 533 | $8K |
| Financial Connections Group, Inc. | 0.00% | No change | 561 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 501 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +120.8% | 499 | $8K |
| Raffa Wealth Management, LLC | 0.00% | No change | 471 | $7K |
| WPG Advisers, LLC | 0.01% | Add +2.9% | 457 | $7K |
| Binnacle Investments Inc | 0.00% | Add +119.2% | 456 | $7K |
| Rossby Financial, LCC | 0.00% | No change | 388 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +39.6% | 384 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 366 | $6K |
| Center for Financial Planning, Inc. | 0.00% | No change | 323 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 277 | $4K |
| Larson Financial Group LLC | 0.00% | Add +153.2% | 276 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 265 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +92.6% | 260 | $4K |
| Clean Yield Group | 0.00% | No change | 250 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | New | 239 | $4K |
| WealthCollab, LLC | 0.00% | New | 226 | $3K |
| Manchester Capital Management LLC | 0.00% | Add +205.7% | 214 | $3K |
| Tortoise Investment Management, LLC | 0.00% | New | 206 | $3K |
| Motco | 0.00% | No change | 187 | $3K |
| Traub Capital Management LLC | 0.00% | — | 170 | $3K |
| Stephens Consulting, LLC | 0.00% | New | 167 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -52.3% | 165 | $2K |
| LRI Investments, LLC | 0.00% | No change | 164 | $2K |
| CX Institutional | 0.00% | No change | 142 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 129 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | New | 127 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 125 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 119 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 115 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 107 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 105 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +578.6% | 95 | $1K |
| Country Trust Bank | 0.00% | New | 87 | $1K |
| Salomon & Ludwin, LLC | 0.00% | New | 80 | $1K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 94 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 58 | $876 |
| Abound Wealth Management | 0.00% | Reduce -19.6% | 45 | $680 |
| Financial Gravity Companies, Inc. | 0.00% | — | 38 | $574 |
| Group One Trading LLC | 0.00% | Reduce -91.3% | 38 | $574 |
| AdvisorNet Financial, Inc | 0.00% | No change | 33 | $499 |
| Bogart Wealth, LLC | 0.00% | No change | 32 | $484 |
| High Note Wealth, LLC | 0.00% | No change | 25 | $378 |
| Creekmur Asset Management LLC | 0.00% | New | 23 | $340 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 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.