Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q3 2025 (September 30)396holders +25
56new positions
31sold out
8famous investors
$16.74avg. 13F price*
At the end of Q3 2025, 396 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 25 from Q2 2025. 56 opened new positions and 31 sold out. The largest holders were Morgan Stanley ($353.8M), Goldman Sachs Group Inc. ($181.4M) and FMR LLC ($180.3M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $61.3M |
| Exits | 31 | $10.4M |
All 13F filers, Q2 2025 → Q3 2025: 11,300,689 shares bought and 17,449,455 shares sold, net −6,148,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Morgan Stanley | 0.02% | Reduce -32.4% | 21,136,704 | $353.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +1.5% | 10,836,748 | $181.4M |
| FMR LLC | 0.01% | Add +11.2% | 10,772,380 | $180.3M |
| BlackRock, Inc. | 0.00% | Add +3.6% | 7,113,405 | $119.1M |
| Northern Trust Corp. | 0.01% | Add +2.6% | 5,743,128 | $96.1M |
| Clark Capital Management Group, Inc. | 0.43% | Reduce -36.4% | 4,143,124 | $69.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.3% | 2,886,033 | $48.3M |
| Renaissance Technologies | 0.05% | Add +10.3% | 2,284,070 | $38.2M |
| Wells Fargo & Company | 0.01% | Add +5.7% | 2,132,384 | $35.7M |
| American Century Companies Inc. | 0.02% | Add +16.9% | 2,036,709 | $34.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -13.3% | 1,995,065 | $33.4M |
| Fisher Asset Management | 0.01% | Add +12.3% | 1,524,435 | $25.5M |
| Bank of America Corp. | 0.00% | Reduce -24.9% | 1,442,394 | $24.1M |
| Toronto Dominion Bank | 0.04% | New | 1,370,000 | $22.9M |
| Quantinno Capital Management LP | 0.05% | Add +22.8% | 1,127,281 | $18.9M |
| Millennium Management | 0.01% | Add +11.1% | 1,085,388 | $18.2M |
| Invesco Ltd. | 0.00% | Add +11.2% | 1,072,567 | $18.0M |
| Tudor Investment Corporation | 0.10% | Add +112.5% | 927,179 | $15.5M |
| Voloridge Investment Management, LLC | 0.05% | New | 837,396 | $14.0M |
| Causeway Capital Management LLC | 0.18% | Add +165.4% | 800,903 | $13.4M |
| Capital Wealth Planning, LLC | 0.09% | Add +31.7% | 786,865 | $13.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +22.0% | 770,429 | $12.9M |
| Royal Bank of Canada | 0.00% | Add +23.0% | 766,874 | $12.8M |
| Anderson Hoagland & Co. | 1.10% | Reduce -7.1% | 733,057 | $12.3M |
| D. E. Shaw & Co. | 0.01% | Add +164.7% | 712,878 | $11.9M |
| Natixis Advisors, LLC | 0.02% | Reduce -41.4% | 703,125 | $11.8M |
| Bank of New York Mellon Corp | 0.00% | Add +7.5% | 686,534 | $11.5M |
| Ramirez Asset Management, Inc. | 1.60% | Add +35.7% | 686,270 | $11.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +105.3% | 651,867 | $10.9M |
| Massachusetts Financial Services Co. | 0.00% | Add +69.7% | 643,443 | $10.8M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +5.0% | 630,336 | $10.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -3.5% | 626,801 | $10.3M |
| Creative Planning | 0.01% | Add +13.2% | 561,218 | $9.4M |
| Pathstone Holdings, LLC | 0.03% | Add +13.9% | 537,834 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.9% | 537,443 | $9.0M |
| Crossmark Global Holdings, Inc. | 0.13% | Add +0.0% | 532,465 | $8.9M |
| AQR Capital Management | 0.01% | Add +41.1% | 520,520 | $8.7M |
| Boston Partners | 0.01% | Add +23.8% | 518,013 | $8.7M |
| Stifel Financial Corp. | 0.01% | Reduce -0.4% | 469,304 | $7.9M |
| Westfield Capital Management Co. LP | 0.03% | Reduce -15.2% | 459,467 | $7.7M |
| Cibc World Market Inc. | 0.02% | Reduce -18.1% | 454,693 | $7.6M |
| Cerity Partners LLC | 0.01% | Reduce -1.7% | 451,265 | $7.6M |
| Cubist Systematic Strategies, LLC | 0.11% | Add +363.7% | 446,154 | $7.5M |
| Federated Hermes, Inc. | 0.01% | Add +67.4% | 424,283 | $7.1M |
| Mariner, LLC | 0.01% | Add +5.7% | 402,045 | $6.7M |
| US Bancorp \de | 0.01% | Add +3.6% | 383,791 | $6.4M |
| Ethic Inc. | 0.10% | Add +5.3% | 376,969 | $6.3M |
| UBS Group AG | 0.00% | Reduce -19.8% | 371,861 | $6.2M |
| LPL Financial LLC | 0.00% | Reduce -30.4% | 368,464 | $6.2M |
| Sei Investments Co. | 0.01% | Add +23.7% | 363,307 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -33.8% | 363,324 | $6.1M |
| Moran Wealth Management, LLC | 0.16% | Add +3.3% | 320,272 | $5.4M |
| Eagle Global Advisors LLC | 0.20% | Reduce -1.9% | 305,000 | $5.1M |
| &partners | 0.03% | Add +17.2% | 296,416 | $5.0M |
| Quadrant Capital Group LLC | 0.15% | Add +0.8% | 279,348 | $4.7M |
| Cetera Investment Advisers | 0.01% | Reduce -3.8% | 271,486 | $4.5M |
| QRG Capital Management, Inc. | 0.05% | Reduce -37.4% | 265,369 | $4.4M |
| Augustine Asset Management Inc. | 0.89% | Reduce -0.2% | 265,068 | $4.4M |
| HighTower Advisors, LLC | 0.01% | Add +11.3% | 264,583 | $4.4M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -2.8% | 244,131 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Add +45.2% | 237,985 | $4.0M |
| Gilman Hill Asset Management, LLC | 0.58% | Reduce -1.7% | 222,464 | $3.7M |
| Allianz SE | 0.08% | No change | 220,000 | $3.7M |
| Signaturefd, LLC | 0.06% | Add +1.0% | 217,598 | $3.6M |
| Callan Family Office, LLC | 0.12% | Reduce -10.8% | 216,012 | $3.6M |
| Forum Financial Management, LP | 0.05% | No change | 209,587 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.3% | 208,650 | $3.5M |
| Massar Capital Management, LP | 1.20% | Reduce -60.0% | 200,000 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.6% | 194,991 | $3.3M |
| Vident Advisory, LLC | 0.03% | Add +14.3% | 194,846 | $3.3M |
| Factory Mutual Insurance Co. | 0.03% | New | 188,992 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -13.1% | 184,946 | $3.1M |
| BTC Capital Management, Inc. | 0.21% | Add +11.4% | 184,917 | $3.1M |
| Greenleaf Trust | 0.03% | Reduce 0.0% | 170,091 | $2.8M |
| Vise Technologies, Inc. | 0.10% | Add +7.4% | 156,901 | $2.6M |
| Naviter Wealth, LLC | 0.30% | Add +3.7% | 156,556 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Reduce -29.5% | 155,951 | $2.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | Reduce -1.3% | 155,405 | $2.6M |
| First Trust Advisors LP | 0.00% | Reduce -41.9% | 153,278 | $2.6M |
| Calamos Wealth Management LLC | 0.09% | Add +8.5% | 150,650 | $2.5M |
| Parr McKnight Wealth Management Group, LLC | 0.33% | Add +0.6% | 150,136 | $2.5M |
| Caprock Group, LLC | 0.06% | — | 151,332 | $2.5M |
| MML Investors Services, LLC | 0.01% | Reduce -20.4% | 131,515 | $2.2M |
| William Blair Investment Management, LLC | 0.01% | Reduce -0.1% | 131,093 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 126,565 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +26.4% | 126,229 | $2.1M |
| Ritholtz Wealth Management | 0.04% | Reduce -0.9% | 126,194 | $2.1M |
| Bank of Montreal | 0.00% | Add +8.6% | 119,655 | $2.0M |
| Myriad Asset Management US LP | 1.06% | Reduce -31.2% | 116,634 | $2.0M |
| Engineers Gate Manager LP | 0.02% | New | 111,532 | $1.9M |
| Ieq Capital, LLC | 0.01% | Add +77.5% | 111,161 | $1.9M |
| Balyasny Asset Management L.P. | 0.00% | New | 110,960 | $1.9M |
| Pekin Hardy Strauss, Inc. | 0.18% | Add +14.3% | 107,225 | $1.8M |
| Evergreen Capital Management LLC | 0.04% | Add +26.5% | 105,349 | $1.8M |
| Point72 Asset Management | 0.00% | Reduce -59.0% | 104,300 | $1.7M |
| HRT Financial LP | 0.01% | New | 103,996 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.8% | 101,825 | $1.7M |
| Assetmark, Inc. | 0.00% | Add +72.7% | 101,571 | $1.7M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.30% | New | 100,000 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -15.4% | 98,901 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +252.0% | 97,932 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +7.4% | 97,630 | $1.6M |
| Advisors Asset Management, Inc. | 0.03% | Add +18.6% | 97,355 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +3.6% | 93,850 | $1.6M |
| Abc Arbitrage SA | 0.15% | New | 92,382 | $1.5M |
| Rhumbline Advisers | 0.00% | Reduce -24.1% | 91,733 | $1.5M |
| Compound Planning, Inc. | 0.05% | Add +15.8% | 89,811 | $1.5M |
| Dorsey Wright & Associates | 0.33% | Reduce -9.4% | 88,190 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | Add +65.2% | 87,964 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +18.9% | 87,929 | $1.5M |
| CIBC Asset Management Inc | 0.00% | Reduce -27.1% | 87,232 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +5.2% | 84,346 | $1.4M |
| Diversify Wealth Management, LLC | 0.08% | Add +2.1% | 82,245 | $1.3M |
| Gradient Investments LLC | 0.02% | Add +69.3% | 73,350 | $1.2M |
| Principal Securities, Inc. | 0.02% | Reduce -35.0% | 70,539 | $1.2M |
| Lockheed Martin Investment Management Co. | 0.04% | Reduce -7.6% | 70,230 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.09% | Reduce -30.5% | 70,083 | $1.2M |
| XY Capital Ltd | 0.97% | New | 69,507 | $1.2M |
| Ballentine Partners, LLC | 0.02% | Reduce -2.2% | 69,333 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -0.7% | 69,301 | $1.2M |
| M&T Bank Corp | 0.00% | Add +16.8% | 67,603 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +0.2% | 65,989 | $1.1M |
| Integrated Quantitative Investments LLC | 0.31% | New | 65,381 | $1.1M |
| New York State Common Retirement Fund | 0.00% | New | 65,381 | $1.1M |
| Capital Fund Management S.A. | 0.01% | New | 62,898 | $1.1M |
| Quantbot Technologies LP | 0.03% | Reduce -26.2% | 62,726 | $1.1M |
| Aaron Wealth Advisors LLC | 0.06% | Add +1.4% | 62,283 | $1.0M |
| GTS Securities LLC | 0.04% | New | 62,015 | $1.0M |
| Choreo, LLC | 0.01% | Add +11.7% | 60,097 | $1.0M |
| Barometer Capital Management Inc. | 0.23% | Add +51.8% | 60,054 | $1.0M |
| AdvisorShares Investments LLC | 0.16% | Reduce -11.5% | 60,020 | $1.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +23.2% | 59,961 | $1.0M |
| Investors Research Corp | 0.18% | No change | 56,554 | $947K |
| XTX Topco Ltd | 0.05% | Reduce -19.3% | 56,386 | $944K |
| Glenmede Investment Management, LP | 0.00% | Reduce -1.7% | 55,991 | $937K |
| 1832 Asset Management L.P. | 0.00% | Reduce -12.8% | 55,212 | $924K |
| Yousif Capital Management, LLC | 0.01% | Reduce -27.3% | 54,869 | $919K |
| Smartleaf Asset Management LLC | 0.06% | Add +23.0% | 54,464 | $917K |
| Mission Wealth Management, LP | 0.02% | Reduce -6.6% | 54,278 | $909K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.4% | 54,204 | $907K |
| Capital Insight Partners, LLC | 0.15% | Add +0.5% | 53,485 | $895K |
| Parallel Advisors, LLC | 0.02% | Reduce -5.3% | 52,075 | $872K |
| Citigroup Inc. | 0.00% | Add +16.8% | 50,367 | $843K |
| Citadel Advisors | 0.00% | New | 49,360 | $826K |
| PDS Planning, Inc | 0.06% | Add +4.8% | 49,331 | $826K |
| Captrust Financial Advisors | 0.00% | Add +7.3% | 48,302 | $809K |
| Checchi Capital Advisers, LLC | 0.05% | Add +3.0% | 47,713 | $799K |
| Ellevest, Inc. | 0.11% | Add +11.6% | 47,284 | $792K |
| RNC Capital Management LLC | 0.03% | Add +8.6% | 45,356 | $759K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +155.4% | 45,167 | $756K |
| Summit Financial, LLC | 0.01% | Add +5.0% | 44,230 | $740K |
| Tred Avon Family Wealth, LLC | 0.25% | — | 43,534 | $729K |
| Atria Investments, Inc | 0.01% | Reduce -19.9% | 42,478 | $711K |
| Truist Financial Corp. | 0.00% | Add +63.5% | 38,784 | $649K |
| Acadian Asset Management LLC | 0.00% | No change | 38,549 | $645K |
| Focus Partners Wealth | 0.00% | Add +8.3% | 38,414 | $643K |
| AlphaCore Capital LLC | 0.02% | Add +140.8% | 38,312 | $641K |
| HB Wealth Management, LLC | 0.00% | Add +36.7% | 37,524 | $628K |
| Prospera Financial Services Inc | 0.01% | Add +0.2% | 37,369 | $626K |
| Covenant Partners, LLC | 0.18% | No change | 37,262 | $624K |
| Cordatus Wealth Management LLC | 0.14% | Add +0.3% | 36,122 | $605K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -0.3% | 35,480 | $594K |
| Bailard, Inc. | 0.01% | Add +25.3% | 35,396 | $593K |
| Sage Rhino Capital LLC | 0.11% | Reduce -0.7% | 35,127 | $588K |
| Syon Capital LLC | 0.03% | Add +52.3% | 34,671 | $580K |
| Gallacher Capital Management LLC | 0.23% | Add +17.0% | 34,284 | $574K |
| Global Retirement Partners, LLC | 0.01% | Add +15.2% | 33,688 | $564K |
| Dakota Wealth Management | 0.01% | Add +38.7% | 33,632 | $563K |
| Entropy Technologies, LP | 0.04% | New | 33,495 | $561K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -0.1% | 33,246 | $557K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +42.4% | 34,522 | $555K |
| Sivia Capital Partners, LLC | 0.16% | Add +1.5% | 32,886 | $551K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -11.2% | 32,820 | $549K |
| Lazard Asset Management LLC | 0.00% | Reduce -5.2% | 32,724 | $548K |
| Mather Group, Llc. | 0.01% | No change | 32,709 | $548K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 32,081 | $537K |
| Versant Capital Management, Inc | 0.07% | Add +2.1% | 31,219 | $523K |
| GAMMA Investing LLC | 0.03% | Add +6.2% | 30,985 | $519K |
| Calydon Capital | 0.08% | Reduce -49.4% | 29,475 | $493K |
| Two Sigma Securities, LLC | 0.07% | Add +34.8% | 28,956 | $485K |
| Schroder Investment Management Group | 0.00% | Add +0.2% | 28,631 | $474K |
| Shelton Capital Management | 0.01% | No change | 27,994 | $469K |
| Diversify Advisory Services, LLC | 0.02% | Add +8.3% | 27,791 | $454K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -14.1% | 26,918 | $451K |
| Louisbourg Investments Inc. | 0.10% | No change | 26,652 | $446K |
| Keybank National Association | 0.00% | Add +18.6% | 26,633 | $446K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +4.5% | 26,257 | $440K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -54.1% | 25,866 | $433K |
| Traveka Wealth, LLC | 0.19% | Add +0.3% | 25,740 | $431K |
| Lido Advisors, LLC | 0.00% | Add +34.3% | 25,521 | $427K |
| Merit Financial Group, LLC | 0.00% | Add +10.1% | 25,249 | $423K |
| Seeds Investor LLC | 0.09% | Add +3.9% | 25,019 | $419K |
| Pzena Investment Management LLC | 0.00% | Add +2.6% | 24,687 | $413K |
| Pitcairn Co. | 0.03% | Reduce -19.1% | 24,606 | $412K |
| Five Oceans Advisors | 0.15% | No change | 24,405 | $409K |
| West Family Investments, Inc. | 0.09% | No change | 24,011 | $402K |
| Blue Trust, Inc. | 0.00% | Reduce -1.0% | 23,777 | $398K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -0.4% | 24,126 | $395K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +37.5% | 23,525 | $394K |
| Marshall Wace, LLP | 0.00% | New | 22,486 | $376K |
| Arax Advisory Partners | 0.01% | Add +500.5% | 22,478 | $376K |
| Net Worth Advisory Group | 0.11% | Reduce -3.9% | 22,103 | $370K |
| Valeo Financial Advisors, LLC | 0.01% | Add +5.1% | 21,639 | $362K |
| Ewa, LLC | 0.10% | Add +0.8% | 21,476 | $360K |
| Squarepoint Ops LLC | 0.00% | Add +23.5% | 21,376 | $358K |
| Drive Wealth Management, LLC | 0.08% | Add +1.5% | 21,280 | $356K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 20,634 | $345K |
| Private Advisor Group, LLC | 0.00% | Add +3.3% | 20,321 | $340K |
| Walleye Trading LLC | 0.01% | Reduce -3.0% | 19,890 | $333K |
| First Affirmative Financial Network | 0.16% | Reduce -3.5% | 19,838 | $332K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.03% | No change | 19,800 | $331K |
| Kathmere Capital Management, LLC | 0.02% | Add +76.7% | 19,011 | $318K |
| Blair William & Co. | 0.00% | New | 19,001 | $318K |
| Sage Mountain Advisors LLC | 0.02% | Add +2.9% | 18,780 | $314K |
| Bleakley Financial Group, LLC | 0.01% | Add +2.1% | 18,709 | $313K |
| NorthCoast Asset Management LLC | 0.00% | Add +48.5% | 18,619 | $312K |
| Beverly Hills Private Wealth, LLC | 0.05% | Add +30.4% | 18,289 | $306K |
| Hantz Financial Services, Inc. | 0.00% | Add +302.2% | 17,923 | $300K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -1.1% | 17,837 | $299K |
| Savant Capital, LLC | 0.00% | Add +0.5% | 17,619 | $295K |
| Personal Cfo Solutions, LLC | 0.05% | Add +6.8% | 17,318 | $290K |
| Keel Point, LLC | 0.02% | Add +2.9% | 17,139 | $287K |
| Trust Point Inc. | 0.02% | Add +39.9% | 16,814 | $281K |
| HighPoint Advisor Group LLC | 0.01% | Add +3.8% | 16,771 | $281K |
| Summit Global Investments | 0.02% | Reduce -49.0% | 16,582 | $278K |
| Channing Global Advisors, LLC | 0.19% | Add +16.5% | 16,539 | $277K |
| Aprio Wealth Management, LLC | 0.03% | Add +3.9% | 16,517 | $276K |
| Cwm, LLC | 0.00% | Add +6.0% | 16,516 | $276K |
| UMB Bank, n.a. | 0.00% | Reduce -5.0% | 16,052 | $269K |
| Optas, LLC | 0.05% | Add +0.8% | 15,953 | $267K |
| Legacy Financial Advisors, Inc. | 0.04% | New | 15,912 | $266K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -61.5% | 15,873 | $266K |
| Wedmont Private Capital | 0.01% | Reduce -4.1% | 16,254 | $261K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +47.6% | 15,423 | $258K |
| BSW Wealth Partners | 0.03% | Reduce -14.0% | 15,344 | $257K |
| Venturi Wealth Management, LLC | 0.01% | Add +25.4% | 15,306 | $256K |
| Modern Wealth Management, LLC | 0.01% | Reduce -19.9% | 15,016 | $251K |
| Commonwealth Equity Services, LLC | 0.00% | Add +29.0% | 14,998 | $251K |
| Csenge Advisory Group | 0.01% | Reduce -40.4% | 14,965 | $251K |
| Sowell Financial Services LLC | 0.01% | Reduce -20.9% | 14,783 | $247K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.7% | 14,750 | $247K |
| Susquehanna International Group, LLP | 0.00% | New | 14,744 | $247K |
| Natural Investments, LLC | 0.06% | Add +1.4% | 14,648 | $245K |
| NewEdge Wealth, LLC | 0.00% | Add +22.5% | 15,164 | $245K |
| Jain Global LLC | 0.00% | New | 14,602 | $244K |
| Earned Wealth Advisors, LLC | 0.04% | Add +7.9% | 14,556 | $244K |
| Shilanski & Associates, Inc. | 0.06% | Reduce -0.1% | 14,526 | $243K |
| GC Wealth Management RIA, LLC | 0.01% | New | 14,477 | $242K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -3.4% | 14,300 | $239K |
| Apollon Wealth Management, LLC | 0.00% | Add +2.6% | 14,173 | $237K |
| Dynasty Wealth Management, LLC | 0.00% | New | 14,130 | $237K |
| Choate Investment Advisors | 0.00% | No change | 14,062 | $235K |
| Summit Trail Advisors, LLC | 0.00% | Add +18.6% | 14,055 | $235K |
| Sanctuary Advisors, LLC | 0.00% | Add +7.5% | 13,959 | $234K |
| State Street Corp. | 0.00% | No change | 13,954 | $234K |
| Wealthstream Advisors, Inc. | 0.04% | Add +17.7% | 13,947 | $233K |
| Cromwell Holdings LLC | 0.12% | No change | 13,841 | $232K |
| Acorn Creek Capital LLC | 0.09% | Add +0.3% | 13,724 | $230K |
| Burns Matteson Capital Management, LLC | 0.09% | Add +24.7% | 13,402 | $224K |
| Canopy Partners, LLC | 0.07% | Add +6.5% | 13,368 | $224K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -16.8% | 13,329 | $223K |
| Brucke Financial, Inc. | 0.13% | New | 13,599 | $221K |
| AXA Investment Managers S.A. | 0.00% | — | 13,188 | $221K |
| Ascent Group, LLC | 0.01% | Reduce -5.0% | 13,090 | $219K |
| Syverson Strege & Co | 0.05% | Reduce -31.3% | 12,829 | $215K |
| a16z Perennial Management, L.P. | 0.02% | New | 12,699 | $213K |
| Werba Rubin Papier Wealth Management | 0.03% | Reduce -29.9% | 12,670 | $212K |
| Clarius Group, LLC | 0.01% | No change | 12,484 | $209K |
| New Republic Capital, LLC | 0.06% | Add +14.9% | 12,292 | $206K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.8% | 12,291 | $206K |
| Intergy Private Wealth, LLC | 0.06% | Add +10.3% | 12,143 | $203K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -27.5% | 12,037 | $202K |
| Brevan Howard Capital Management LP | 0.00% | New | 12,017 | $201K |
| Sterling Capital Management LLC | 0.00% | Add +73.7% | 12,015 | $201K |
| Barclays PLC | 0.00% | Add +188.5% | 11,540 | $193K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 11,536 | $193K |
| Certuity, LLC | 0.01% | Reduce -14.8% | 11,351 | $190K |
| Abel Hall, LLC | 0.08% | Reduce -1.9% | 11,220 | $188K |
| Te Ahumairangi Investment Management Ltd | 0.03% | Reduce -51.2% | 11,057 | $185K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 10,397 | $174K |
| D'Orazio & Associates, Inc. | 0.02% | Reduce -1.4% | 10,324 | $173K |
| Cresset Asset Management, LLC | 0.00% | New | 10,079 | $172K |
| Flputnam Investment Management Co. | 0.00% | Reduce -13.1% | 10,177 | $170K |
| Brooklyn Investment Group | 0.02% | Reduce -1.3% | 11,121 | $169K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 10,096 | $169K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 10,000 | $167K |
| GeoWealth Management, LLC | 0.01% | Add +3.6% | 9,342 | $156K |
| Bruce G. Allen Investments, LLC | 0.11% | Add +0.5% | 8,943 | $150K |
| Paradigm Asset Management Co. LLC | 0.02% | No change | 6,300 | $105K |
| Fifth Third Bancorp | 0.00% | Add +182.1% | 5,624 | $94K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.4% | 5,241 | $88K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 4,695 | $79K |
| Allworth Financial LP | 0.00% | Add +40.8% | 3,875 | $65K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 3,827 | $64K |
| Aquatic Capital Management LLC | 0.00% | New | 3,655 | $61K |
| Richardson Financial Services Inc. | 0.04% | Add +1.5% | 3,631 | $61K |
| TD Private Client Wealth LLC | 0.00% | Reduce -4.2% | 3,541 | $59K |
| Jones Financial Companies LLLP | 0.00% | Reduce -53.9% | 3,395 | $58K |
| Huntington National Bank | 0.00% | Add +2.1% | 3,189 | $53K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +40.8% | 2,786 | $47K |
| Lanark Financial, Inc. | 0.00% | Add +42.2% | 2,774 | $46K |
| Bessemer Group Inc. | 0.00% | Add +50.7% | 2,769 | $46K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.0% | 2,744 | $46K |
| Zions Bancorporation, National Association | 0.00% | Reduce -5.9% | 2,544 | $43K |
| Perritt Capital Management Inc | 0.02% | No change | 2,500 | $42K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2,411 | $40K |
| FWL Investment Management, LLC | 0.01% | Add +207.7% | 2,311 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.4% | 2,298 | $38K |
| Salomon & Ludwin, LLC | 0.00% | Add +2443.8% | 2,035 | $34K |
| MAI Capital Management | 0.00% | Reduce -82.8% | 1,943 | $33K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +225.3% | 1,919 | $32K |
| JPL Wealth Management, LLC | 0.01% | New | 1,899 | $32K |
| Addison Advisors LLC | 0.01% | No change | 1,876 | $31K |
| Rise Advisors, LLC | 0.01% | Add +1.4% | 1,866 | $31K |
| Pin Oak Investment Advisors Inc. | 0.02% | Add +0.0% | 1,706 | $29K |
| Rothschild Investment LLC | 0.00% | Add +19.7% | 1,687 | $28K |
| True Wealth Design, LLC | 0.01% | New | 1,584 | $27K |
| IFP Advisors, Inc | 0.00% | Reduce -46.5% | 1,520 | $25K |
| ORG Partners LLC | 0.00% | No change | 1,505 | $25K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -4.5% | 1,457 | $24K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -51.7% | 1,380 | $23K |
| Private Trust Co. NA | 0.00% | Reduce -39.9% | 1,328 | $22K |
| Aventura Private Wealth, LLC | 0.01% | No change | 1,193 | $20K |
| Park Square Financial Group, LLC | 0.07% | Reduce -56.7% | 1,031 | $17K |
| GW&K Investment Management, LLC | 0.00% | No change | 980 | $16K |
| Advisory Services Network, LLC | 0.00% | New | 943 | $16K |
| Root Financial Partners, LLC | 0.00% | New | 938 | $16K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.5% | 909 | $15K |
| Highline Wealth Partners LLC | 0.00% | No change | 848 | $14K |
| Harbour Investments, Inc. | 0.00% | No change | 846 | $14K |
| Binnacle Investments Inc | 0.01% | Add +77.0% | 807 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 806 | $13K |
| Sound Income Strategies, LLC | 0.00% | No change | 794 | $13K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 750 | $13K |
| Cheviot Value Management, LLC | 0.00% | No change | 728 | $12K |
| Essential Partners LLC | 0.00% | New | 705 | $12K |
| Wealthspire Advisors, LLC | 0.00% | New | 663 | $11K |
| Albion Financial Group | 0.00% | No change | 644 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 618 | $10K |
| Spire Wealth Management | 0.00% | No change | 564 | $9K |
| Raffa Wealth Management, LLC | 0.00% | Add +19.1% | 561 | $9K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 540 | $9K |
| Financial Connections Group, Inc. | 0.00% | No change | 561 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 533 | $9K |
| WPG Advisers, LLC | 0.01% | Add +12.7% | 515 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.4% | 503 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 499 | $8K |
| Rossby Financial, LCC | 0.00% | Add +22.2% | 474 | $8K |
| Johnson Financial Group, Inc. | 0.00% | New | 394 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 384 | $6K |
| Larson Financial Group LLC | 0.00% | Add +38.4% | 382 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -94.3% | 49 | $6K |
| Principia Wealth Advisory, LLC | 0.00% | Add +169.3% | 342 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | Add +37.2% | 328 | $5K |
| Center for Financial Planning, Inc. | 0.00% | No change | 323 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 277 | $5K |
| National Bank of Canada | 0.00% | Reduce -99.9% | 271 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 260 | $4K |
| Clean Yield Group | 0.00% | No change | 250 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +48.5% | 245 | $4K |
| City Holding Co. | 0.00% | New | 244 | $4K |
| WealthCollab, LLC | 0.00% | No change | 226 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 214 | $4K |
| Tortoise Investment Management, LLC | 0.00% | No change | 206 | $3K |
| Motco | 0.00% | No change | 187 | $3K |
| Simplex Trading, LLC | 0.00% | New | 223 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +53.3% | 164 | $3K |
| LRI Investments, LLC | 0.00% | No change | 164 | $3K |
| HighMark Wealth Management LLC | 0.00% | New | 160 | $3K |
| Crewe Advisors LLC | 0.00% | New | 159 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | New | 132 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 129 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 125 | $2K |
| Hemington Wealth Management | 0.00% | New | 125 | $2K |
| CX Institutional | 0.00% | No change | 142 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 119 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 115 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 105 | $2K |
| Montag A & Associates Inc. | 0.00% | New | 99 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 95 | $2K |
| Wealth Watch Advisors, INC | 0.00% | New | 94 | $2K |
| St Germain D J Co. Inc. | 0.00% | New | 91 | $2K |
| Country Trust Bank | 0.00% | No change | 87 | $1K |
| American Capital Advisory, LLC | 0.00% | New | 86 | $1K |
| CENTRAL TRUST Co | 0.00% | New | 73 | $1K |
| Caitlin John, LLC | 0.00% | New | 59 | $988 |
| Golden State Wealth Management, LLC | 0.00% | No change | 58 | $971 |
| Abound Wealth Management | 0.00% | No change | 45 | $754 |
| Palisade Asset Management, LLC | 0.00% | New | 39 | $653 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 38 | $636 |
| AdvisorNet Financial, Inc | 0.00% | No change | 33 | $552 |
| Bogart Wealth, LLC | 0.00% | No change | 32 | $536 |
| Creekmur Asset Management LLC | 0.00% | No change | 23 | $382 |
| Bear Mountain Capital, Inc. | 0.00% | New | 11 | $177 |
| Twin Tree Management, LP | 0.00% | New | 3 | $50 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1 | $16 |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.