Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q4 2025 (December 31)423holders +27
56new positions
37sold out
8famous investors
$19.33avg. 13F price*
At the end of Q4 2025, 423 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 27 from Q3 2025. 56 opened new positions and 37 sold out. The largest holders were Morgan Stanley ($416.4M), FMR LLC ($236.7M) and Goldman Sachs Group Inc. ($212.7M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $17.4M |
| Exits | 37 | $18.3M |
All 13F filers, Q3 2025 → Q4 2025: 10,084,941 shares bought and 7,125,594 shares sold, net +2,959,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 423 holders
| Morgan Stanley | 0.02% | Add +1.9% | 21,541,139 | $416.4M |
| FMR LLC | 0.01% | Add +13.7% | 12,247,737 | $236.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +1.5% | 11,003,838 | $212.7M |
| BlackRock, Inc. | 0.00% | Add +0.6% | 7,157,740 | $138.4M |
| Northern Trust Corp. | 0.01% | Add +6.2% | 6,099,005 | $117.9M |
| Clark Capital Management Group, Inc. | 0.49% | Reduce -0.9% | 4,105,864 | $79.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.5% | 2,872,812 | $55.5M |
| American Century Companies Inc. | 0.02% | Add +15.0% | 2,343,002 | $45.3M |
| Wells Fargo & Company | 0.01% | Add +0.9% | 2,151,904 | $41.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.2% | 2,058,315 | $39.8M |
| Renaissance Technologies | 0.06% | Reduce -15.7% | 1,924,517 | $37.2M |
| Fisher Asset Management | 0.01% | Add +8.0% | 1,646,997 | $31.8M |
| Bank of America Corp. | 0.00% | Add +5.9% | 1,527,195 | $29.5M |
| Quantinno Capital Management LP | 0.05% | Add +21.6% | 1,370,588 | $26.5M |
| Jane Street Group, LLC | 0.03% | Add +1246.6% | 1,318,753 | $25.5M |
| Causeway Capital Management LLC | 0.31% | Add +47.0% | 1,177,274 | $22.8M |
| Capital Wealth Planning, LLC | 0.14% | Add +37.6% | 1,083,145 | $21.1M |
| Invesco Ltd. | 0.00% | Reduce -6.4% | 1,003,451 | $19.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +15.0% | 886,131 | $17.1M |
| Massachusetts Financial Services Co. | 0.00% | Add +14.5% | 736,467 | $14.2M |
| UBS Group AG | 0.00% | Add +96.7% | 731,255 | $14.1M |
| Anderson Hoagland & Co. | 1.21% | Reduce -0.8% | 727,579 | $14.1M |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 711,130 | $13.7M |
| JPMorgan Chase & Co. | 0.00% | Add +32.3% | 711,065 | $13.7M |
| Ramirez Asset Management, Inc. | 1.81% | Add +3.5% | 710,653 | $13.7M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +9.8% | 692,443 | $13.4M |
| Creative Planning | 0.01% | Add +18.1% | 662,822 | $12.8M |
| AQR Capital Management | 0.01% | Add +23.9% | 644,757 | $12.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -2.7% | 609,928 | $11.9M |
| Natixis Advisors, LLC | 0.02% | Reduce -14.3% | 602,784 | $11.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -15.7% | 600,909 | $11.6M |
| Pathstone Holdings, LLC | 0.04% | Add +8.6% | 584,325 | $11.3M |
| Federated Hermes, Inc. | 0.02% | Add +28.2% | 543,985 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +13.5% | 532,736 | $10.3M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -36.8% | 529,486 | $10.2M |
| Boston Partners | 0.01% | Reduce -6.7% | 483,561 | $9.4M |
| Crossmark Global Holdings, Inc. | 0.13% | Reduce -13.1% | 462,908 | $8.9M |
| Cibc World Market Inc. | 0.02% | Add +0.5% | 456,766 | $8.8M |
| Westfield Capital Management Co. LP | 0.04% | Reduce -1.3% | 453,681 | $8.8M |
| Cerity Partners LLC | 0.01% | Reduce -4.9% | 429,101 | $8.3M |
| LPL Financial LLC | 0.00% | Add +15.7% | 426,347 | $8.2M |
| Citadel Advisors | 0.01% | Add +762.4% | 425,691 | $8.2M |
| Sei Investments Co. | 0.01% | Add +15.4% | 419,198 | $8.1M |
| Point72 Asset Management | 0.01% | Add +293.5% | 410,466 | $7.9M |
| Mariner, LLC | 0.01% | Add +1.9% | 409,755 | $7.9M |
| Ethic Inc. | 0.11% | Add +2.1% | 385,023 | $7.4M |
| Moran Wealth Management, LLC | 0.22% | Add +18.5% | 379,568 | $7.3M |
| &partners | 0.04% | Add +18.6% | 351,606 | $6.8M |
| Toronto Dominion Bank | 0.01% | Reduce -75.0% | 341,835 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Add +38.9% | 330,517 | $6.4M |
| US Bancorp \de | 0.01% | Reduce -16.2% | 321,641 | $6.2M |
| Massar Capital Management, LP | 1.22% | Add +60.0% | 320,000 | $6.2M |
| Eagle Global Advisors LLC | 0.21% | Reduce -2.0% | 299,000 | $5.8M |
| Quadrant Capital Group LLC | 0.16% | Add +0.2% | 279,861 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +2.5% | 278,186 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +3.7% | 274,358 | $5.3M |
| QRG Capital Management, Inc. | 0.06% | Add +2.4% | 271,635 | $5.3M |
| Augustine Asset Management Inc. | 1.02% | Reduce -0.5% | 263,673 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -66.0% | 260,698 | $5.0M |
| Callan Family Office, LLC | 0.10% | Add +16.1% | 250,706 | $4.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.09% | New | 234,111 | $4.5M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -6.6% | 227,943 | $4.4M |
| Signaturefd, LLC | 0.07% | Add +1.5% | 220,927 | $4.3M |
| Allianz SE | 0.05% | No change | 220,000 | $4.3M |
| Gilman Hill Asset Management, LLC | 0.66% | Reduce -3.3% | 215,131 | $4.2M |
| Forum Financial Management, LP | 0.05% | No change | 209,587 | $4.1M |
| Vise Technologies, Inc. | 0.08% | Add +33.0% | 208,707 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.0% | 206,607 | $4.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.1% | 190,855 | $3.7M |
| Factory Mutual Insurance Co. | 0.04% | No change | 188,992 | $3.7M |
| Vident Advisory, LLC | 0.03% | Reduce -3.5% | 188,070 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.4% | 184,256 | $3.6M |
| Tudor Investment Corporation | 0.02% | Reduce -81.4% | 172,858 | $3.3M |
| Greenleaf Trust | 0.03% | Reduce -0.2% | 169,678 | $3.3M |
| XTX Topco Ltd | 0.09% | Add +198.2% | 168,140 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +25.0% | 164,352 | $3.2M |
| Calamos Wealth Management LLC | 0.11% | Add +5.8% | 159,424 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +25.2% | 158,019 | $3.1M |
| Park Avenue Securities LLC | 0.03% | Reduce -0.6% | 154,946 | $3.0M |
| Caprock Group, LLC | 0.06% | Add +1.7% | 153,875 | $3.0M |
| CIBC Asset Management Inc | 0.01% | Add +76.4% | 153,883 | $2.9M |
| Assetmark, Inc. | 0.01% | Add +47.8% | 150,140 | $2.9M |
| Parr McKnight Wealth Management Group, LLC | 0.37% | Reduce -2.5% | 146,417 | $2.8M |
| First Trust Advisors LP | 0.00% | Reduce -8.4% | 140,320 | $2.7M |
| Captrust Financial Advisors | 0.00% | Add +176.4% | 133,525 | $2.6M |
| Naviter Wealth, LLC | 0.33% | Reduce -15.8% | 131,837 | $2.5M |
| Abc Arbitrage SA | 0.24% | Add +41.0% | 130,260 | $2.5M |
| Ritholtz Wealth Management | 0.05% | Add +1.2% | 127,652 | $2.5M |
| William Blair Investment Management, LLC | 0.01% | Reduce -5.1% | 124,444 | $2.4M |
| Ieq Capital, LLC | 0.01% | Add +11.4% | 123,809 | $2.4M |
| BTC Capital Management, Inc. | 0.16% | Reduce -35.0% | 120,185 | $2.3M |
| XY Capital Ltd | 2.35% | Add +72.5% | 119,922 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Add +20.7% | 117,464 | $2.3M |
| DV Equities, LLC | 0.41% | — | 116,921 | $2.3M |
| Pekin Hardy Strauss, Inc. | 0.20% | Add +6.3% | 113,975 | $2.2M |
| Walleye Capital LLC | 0.01% | New | 111,238 | $2.2M |
| Neuberger Berman Group LLC | 0.00% | Add +23.8% | 108,880 | $2.1M |
| Gradient Investments LLC | 0.03% | Add +48.4% | 108,832 | $2.1M |
| Rhumbline Advisers | 0.00% | Add +18.2% | 108,422 | $2.1M |
| Compound Planning, Inc. | 0.06% | Add +17.1% | 105,188 | $2.0M |
| Evergreen Capital Management LLC | 0.04% | Reduce -2.2% | 103,040 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.6% | 99,231 | $1.9M |
| Barclays PLC | 0.00% | Add +748.3% | 97,896 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +1.8% | 95,566 | $1.8M |
| Franklin Resources Inc. | 0.00% | Reduce -4.8% | 94,202 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.1% | 92,572 | $1.8M |
| Dorsey Wright & Associates | 0.39% | Add +4.5% | 92,159 | $1.8M |
| Diversify Wealth Management, LLC | 0.08% | Add +4.4% | 85,837 | $1.8M |
| Principal Securities, Inc. | 0.03% | Add +28.7% | 90,778 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.3% | 86,244 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +112.9% | 81,779 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -35.8% | 81,297 | $1.6M |
| Old Mission Capital LLC | 0.06% | New | 76,552 | $1.5M |
| M&T Bank Corp | 0.00% | Add +12.9% | 76,332 | $1.5M |
| Marshall Wace, LLP | 0.00% | Add +238.7% | 76,152 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Add +8.9% | 75,497 | $1.5M |
| Aaron Wealth Advisors LLC | 0.08% | Add +19.4% | 74,381 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +432.7% | 71,009 | $1.4M |
| Choreo, LLC | 0.02% | Add +17.6% | 70,655 | $1.4M |
| Ballentine Partners, LLC | 0.02% | Add +2.1% | 70,777 | $1.4M |
| Lockheed Martin Investment Management Co. | 0.05% | No change | 70,230 | $1.4M |
| Flow Traders U.S. LLC | 0.04% | New | 68,348 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +22.6% | 66,425 | $1.3M |
| Brooklyn Investment Group | 0.06% | Add +481.9% | 64,717 | $1.3M |
| Smartleaf Asset Management LLC | 0.05% | Add +19.8% | 65,259 | $1.3M |
| Integrated Quantitative Investments LLC | 0.27% | No change | 65,381 | $1.3M |
| New York State Common Retirement Fund | 0.00% | No change | 65,381 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +43.0% | 64,592 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +459.9% | 64,589 | $1.2M |
| Abacus Wealth Partners, LLC | 0.12% | New | 62,224 | $1.2M |
| AdvisorShares Investments LLC | 0.20% | Add +2.8% | 61,718 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.0% | 54,329 | $1.1M |
| DRW Securities, LLC | 0.09% | New | 58,178 | $1.1M |
| Mission Wealth Management, LP | 0.02% | Reduce -0.6% | 53,947 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -85.2% | 53,791 | $1.0M |
| Capital Insight Partners, LLC | 0.22% | Reduce -0.9% | 53,007 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +25.0% | 53,082 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +1.3% | 52,773 | $1.0M |
| 1832 Asset Management L.P. | 0.00% | Reduce -5.7% | 52,084 | $1.0M |
| PDS Planning, Inc | 0.06% | Add +1.9% | 50,283 | $972K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -43.0% | 50,137 | $969K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +40.1% | 48,362 | $968K |
| Truist Financial Corp. | 0.00% | Add +27.4% | 49,398 | $955K |
| Themes Management Co LLC | 0.76% | — | 49,249 | $952K |
| Investors Research Corp | 0.17% | Reduce -13.8% | 48,775 | $943K |
| Limestone Investment Advisors LP | 0.66% | New | 47,905 | $926K |
| RNC Capital Management LLC | 0.04% | Add +4.2% | 47,269 | $914K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -1.4% | 47,040 | $909K |
| Summit Financial, LLC | 0.01% | Add +6.1% | 46,928 | $907K |
| Ellevest, Inc. | 0.13% | Reduce -1.1% | 46,773 | $904K |
| HB Wealth Management, LLC | 0.01% | Add +20.3% | 45,125 | $872K |
| Bank of Montreal | 0.00% | Reduce -62.6% | 44,740 | $865K |
| Sivia Capital Partners, LLC | 0.17% | Add +30.2% | 42,813 | $828K |
| Citigroup Inc. | 0.00% | Reduce -15.4% | 42,604 | $824K |
| Glenmede Trust Co. NA | 0.00% | — | 41,158 | $796K |
| Legacy Wealth Asset Management, LLC | 0.19% | New | 40,872 | $790K |
| Flatrock Wealth Partners LLC | 0.37% | — | 40,088 | $775K |
| Louisbourg Investments Inc. | 0.15% | Add +46.9% | 39,152 | $757K |
| Bailard, Inc. | 0.02% | Add +8.4% | 38,371 | $742K |
| AlphaCore Capital LLC | 0.02% | Add +0.1% | 38,333 | $741K |
| Syon Capital LLC | 0.04% | Add +9.5% | 37,950 | $734K |
| Dakota Wealth Management | 0.01% | Add +12.7% | 37,892 | $732K |
| Tred Avon Family Wealth, LLC | 0.24% | Reduce -14.2% | 37,334 | $722K |
| Covenant Partners, LLC | 0.21% | No change | 37,262 | $720K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Add +5.0% | 37,236 | $720K |
| NewEdge Wealth, LLC | 0.01% | Add +138.4% | 36,153 | $699K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.8% | 35,957 | $695K |
| Versant Capital Management, Inc | 0.09% | Add +14.3% | 35,670 | $690K |
| Cordatus Wealth Management LLC | 0.16% | Reduce -3.9% | 34,710 | $671K |
| Gallacher Capital Management LLC | 0.26% | Add +0.4% | 34,417 | $665K |
| Sage Rhino Capital LLC | 0.12% | Reduce -2.8% | 34,131 | $660K |
| Global Retirement Partners, LLC | 0.01% | Add +0.7% | 33,928 | $656K |
| Diversify Advisory Services, LLC | 0.02% | Add +8.9% | 30,258 | $645K |
| Walleye Trading LLC | 0.01% | Add +66.6% | 33,140 | $641K |
| GAMMA Investing LLC | 0.03% | Add +6.8% | 33,089 | $640K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +39.6% | 32,849 | $635K |
| Westwood Holdings Group Inc. | 0.01% | No change | 32,820 | $634K |
| Mather Group, Llc. | 0.01% | Reduce -0.1% | 32,661 | $631K |
| Lazard Asset Management LLC | 0.00% | Reduce -2.7% | 31,848 | $616K |
| Keybank National Association | 0.00% | Add +18.4% | 31,532 | $610K |
| Cwm, LLC | 0.00% | Add +90.4% | 31,443 | $608K |
| West Family Investments, Inc. | 0.14% | Add +30.3% | 31,279 | $605K |
| Johnson Investment Counsel Inc. | 0.00% | Add +20.0% | 31,042 | $600K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -3.8% | 30,862 | $597K |
| Venturi Wealth Management, LLC | 0.03% | Add +101.2% | 30,790 | $595K |
| HRT Financial LP | 0.00% | Reduce -71.1% | 30,063 | $581K |
| Flputnam Investment Management Co. | 0.01% | Add +194.5% | 29,967 | $579K |
| Calydon Capital | 0.10% | No change | 29,475 | $570K |
| Abel Hall, LLC | 0.13% | Add +158.6% | 29,013 | $561K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -13.1% | 28,898 | $559K |
| Schroder Investment Management Group | 0.00% | No change | 28,631 | $555K |
| New Republic Capital, LLC | 0.15% | Add +133.3% | 28,679 | $554K |
| Pzena Investment Management LLC | 0.00% | Add +15.3% | 28,473 | $550K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +8.4% | 28,458 | $550K |
| Shelton Capital Management | 0.01% | Add +0.2% | 28,053 | $542K |
| SmartHarvest Portfolios, LLC | 0.19% | — | 28,010 | $541K |
| Hantz Financial Services, Inc. | 0.01% | Add +54.4% | 27,667 | $535K |
| Squarepoint Ops LLC | 0.00% | Add +27.8% | 27,326 | $528K |
| Atlas Capital Advisors Inc. | 0.06% | — | 27,014 | $522K |
| Merit Financial Group, LLC | 0.00% | Add +5.6% | 26,665 | $515K |
| Bridgewater Advisors Inc. | 0.03% | Add +2.2% | 24,656 | $513K |
| Bleakley Financial Group, LLC | 0.01% | Add +40.0% | 26,192 | $506K |
| Traveka Wealth, LLC | 0.21% | Add +1.4% | 26,113 | $505K |
| Valeo Financial Advisors, LLC | 0.01% | Add +15.2% | 24,918 | $482K |
| Drive Wealth Management, LLC | 0.09% | Add +14.7% | 24,417 | $472K |
| Five Oceans Advisors | 0.17% | No change | 24,405 | $472K |
| Farther Finance Advisors, LLC | 0.01% | Add +64.8% | 24,316 | $470K |
| Seeds Investor LLC | 0.09% | Reduce -4.8% | 23,809 | $460K |
| Savant Capital, LLC | 0.00% | Add +34.6% | 23,721 | $459K |
| Net Worth Advisory Group | 0.09% | Add +4.7% | 23,141 | $447K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -96.5% | 22,963 | $444K |
| Lido Advisors, LLC | 0.00% | Add +0.6% | 25,662 | $441K |
| Blue Trust, Inc. | 0.00% | Reduce -8.5% | 21,753 | $420K |
| Ewa, LLC | 0.10% | Add +1.1% | 21,709 | $420K |
| Basecamp Wealth Advisors LLC | 0.09% | — | 21,689 | $419K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 21,290 | $412K |
| Jefferies Financial Group Inc. | 0.00% | Add +17.6% | 20,978 | $406K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.4% | 20,913 | $404K |
| Private Advisor Group, LLC | 0.00% | Add +2.9% | 20,903 | $404K |
| Channing Global Advisors, LLC | 0.26% | Add +26.2% | 20,874 | $403K |
| Millennium Management | 0.00% | Reduce -98.1% | 20,788 | $402K |
| Evolve Private Wealth, LLC | 0.02% | — | 19,890 | $384K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.03% | No change | 19,800 | $383K |
| Trust Point Inc. | 0.03% | Add +16.8% | 19,633 | $380K |
| Acadian Asset Management LLC | 0.00% | Reduce -50.0% | 19,259 | $372K |
| Kathmere Capital Management, LLC | 0.03% | Add +1.0% | 19,207 | $371K |
| Arax Advisory Partners | 0.01% | Reduce -16.4% | 18,789 | $363K |
| Sage Mountain Advisors LLC | 0.02% | No change | 18,780 | $363K |
| Beverly Hills Private Wealth, LLC | 0.06% | Add +2.1% | 18,680 | $361K |
| Personal Cfo Solutions, LLC | 0.06% | Add +7.1% | 18,554 | $359K |
| Optas, LLC | 0.06% | Add +15.0% | 18,339 | $354K |
| Dynasty Wealth Management, LLC | 0.00% | Add +27.5% | 18,012 | $348K |
| Wedmont Private Capital | 0.01% | Add +4.8% | 17,043 | $339K |
| Sowell Financial Services LLC | 0.01% | Add +17.9% | 17,436 | $337K |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.1% | 17,414 | $337K |
| Aprio Wealth Management, LLC | 0.02% | Add +4.9% | 17,322 | $335K |
| Keel Point, LLC | 0.02% | Reduce -0.2% | 17,112 | $331K |
| Fund Advisors of America Inc | 0.29% | — | 16,598 | $321K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -3.8% | 16,131 | $312K |
| UMB Bank, n.a. | 0.00% | No change | 16,052 | $310K |
| Two Sigma Advisers, LP | 0.00% | New | 15,700 | $303K |
| Greenspring Advisors, LLC | 0.02% | New | 15,685 | $303K |
| Modern Wealth Management, LLC | 0.01% | Add +3.6% | 15,560 | $301K |
| Sanctuary Advisors, LLC | 0.00% | Add +11.1% | 15,514 | $300K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.3% | 14,922 | $288K |
| Natural Investments, LLC | 0.07% | Add +1.4% | 14,861 | $287K |
| Burns Matteson Capital Management, LLC | 0.11% | Add +10.4% | 14,800 | $286K |
| Csenge Advisory Group | 0.01% | Reduce -1.1% | 14,799 | $286K |
| BSW Wealth Partners | 0.03% | Reduce -5.3% | 14,528 | $281K |
| Brucke Financial, Inc. | 0.15% | Add +6.2% | 14,441 | $279K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 14,369 | $278K |
| Earned Wealth Advisors, LLC | 0.02% | Reduce -2.3% | 14,219 | $275K |
| Ascent Group, LLC | 0.01% | Add +8.4% | 14,185 | $274K |
| Voleon Capital Management LP | 0.01% | New | 14,096 | $272K |
| GeoWealth Management, LLC | 0.01% | Add +50.7% | 14,079 | $272K |
| Choate Investment Advisors | 0.01% | No change | 14,062 | $272K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -2.0% | 14,007 | $271K |
| Ameritas Advisory Services, LLC | 0.01% | New | 13,974 | $270K |
| State Street Corp. | 0.00% | No change | 13,954 | $270K |
| Frec Markets, Inc. | 0.08% | — | 13,950 | $270K |
| Sterling Capital Management LLC | 0.00% | Add +15.5% | 13,879 | $268K |
| Acorn Creek Capital LLC | 0.10% | Add +1.1% | 13,872 | $268K |
| Cromwell Holdings LLC | 0.15% | No change | 13,841 | $268K |
| Anchyra Partners LLC | 0.08% | — | 13,709 | $265K |
| World Investment Advisors | 0.00% | New | 13,636 | $264K |
| Canopy Partners, LLC | 0.09% | Add +1.9% | 13,627 | $263K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +9.9% | 13,235 | $256K |
| Intergy Private Wealth, LLC | 0.07% | Add +5.4% | 12,800 | $247K |
| a16z Perennial Management, L.P. | 0.02% | No change | 12,699 | $245K |
| EP Wealth Advisors, LLC | 0.00% | — | 12,689 | $245K |
| Wealthspire Advisors, LLC | 0.00% | Add +1811.2% | 12,671 | $245K |
| Clarius Group, LLC | 0.01% | No change | 12,484 | $241K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.0% | 12,412 | $240K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 12,371 | $239K |
| Independent Advisor Alliance | 0.01% | New | 12,312 | $238K |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.3% | 12,201 | $236K |
| Syverson Strege & Co | 0.06% | Reduce -6.3% | 12,024 | $232K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +12.3% | 11,677 | $226K |
| Stokes Family Office, LLC | 0.02% | New | 11,478 | $222K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -26.4% | 11,358 | $220K |
| Stephens Inc. | 0.00% | New | 11,351 | $219K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -58.7% | 11,125 | $215K |
| Werba Rubin Papier Wealth Management | 0.06% | Reduce -12.8% | 11,050 | $214K |
| 71 West Capital Partners | 0.01% | — | 10,832 | $209K |
| Scientech Research LLC | 0.13% | New | 10,638 | $206K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +3.6% | 10,465 | $202K |
| 55 North Private Wealth, LLC | 0.05% | — | 10,402 | $201K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -28.4% | 10,363 | $200K |
| D'Orazio & Associates, Inc. | 0.03% | Add +0.1% | 10,340 | $200K |
| Riversedge Advisors, LLC | 0.03% | New | 10,259 | $198K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 10,000 | $193K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -39.0% | 9,677 | $187K |
| Bruce G. Allen Investments, LLC | 0.12% | Add +0.3% | 8,965 | $173K |
| CIBC Private Wealth Group LLC | 0.00% | Add +223.8% | 8,884 | $172K |
| SG Americas Securities, LLC | 0.00% | New | 7,286 | $141K |
| Paradigm Asset Management Co. LLC | 0.03% | No change | 6,300 | $122K |
| V-Square Quantitative Management LLC | 0.01% | New | 5,634 | $109K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -5.1% | 4,974 | $96K |
| Allworth Financial LP | 0.00% | Add +22.5% | 4,747 | $92K |
| Te Ahumairangi Investment Management Ltd | 0.01% | Reduce -61.9% | 4,216 | $81K |
| Richardson Financial Services Inc. | 0.03% | Add +11.3% | 4,042 | $78K |
| Bessemer Group Inc. | 0.00% | Add +39.4% | 3,859 | $75K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 3,827 | $74K |
| Manchester Capital Management LLC | 0.01% | Add +1653.3% | 3,752 | $73K |
| Jones Financial Companies LLLP | 0.00% | Add +8.4% | 3,682 | $71K |
| Lanark Financial, Inc. | 0.01% | Add +29.7% | 3,597 | $70K |
| Fifth Third Bancorp | 0.00% | Reduce -37.7% | 3,505 | $68K |
| Cape Investment Advisory, Inc. | 0.02% | Add +126.1% | 3,120 | $60K |
| Huntington National Bank | 0.00% | Reduce -3.8% | 3,067 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +27.3% | 2,926 | $57K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +47.2% | 2,824 | $55K |
| Brown Brothers Harriman & Co. | 0.00% | Add +693.0% | 2,601 | $50K |
| Zions Bancorporation, National Association | 0.00% | Add +0.4% | 2,555 | $49K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -0.1% | 2,409 | $47K |
| MAI Capital Management | 0.00% | Add +14.4% | 2,223 | $43K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.8% | 2,019 | $40K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 1,706 | $39K |
| Addison Advisors LLC | 0.01% | No change | 1,876 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -35.8% | 1,789 | $35K |
| Private Trust Co. NA | 0.00% | Add +34.5% | 1,786 | $35K |
| Rothschild Investment LLC | 0.00% | Add +2.7% | 1,733 | $33K |
| Cornerstone Planning Group LLC | 0.01% | Add +3149.0% | 1,592 | $33K |
| Wellington Grp LLC | 0.01% | — | 1,597 | $31K |
| True Wealth Design, LLC | 0.01% | Reduce -2.1% | 1,551 | $30K |
| Sound Income Strategies, LLC | 0.00% | Add +76.8% | 1,404 | $30K |
| Bayban | 0.03% | — | 1,532 | $30K |
| IFP Advisors, Inc | 0.00% | No change | 1,520 | $29K |
| ORG Partners LLC | 0.01% | No change | 1,505 | $29K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,457 | $28K |
| PFS Partners, LLC | 0.01% | New | 1,395 | $27K |
| SageView Advisory Group, LLC | 0.00% | New | 1,302 | $25K |
| Park Square Financial Group, LLC | 0.14% | Add +58.0% | 1,629 | $24K |
| Root Financial Partners, LLC | 0.00% | Add +29.0% | 1,210 | $23K |
| Aventura Private Wealth, LLC | 0.01% | No change | 1,193 | $23K |
| Signature Equity Partners, LLC | 0.01% | — | 1,129 | $22K |
| Essential Partners LLC | 0.01% | Add +48.8% | 1,049 | $20K |
| GW&K Investment Management, LLC | 0.00% | No change | 980 | $19K |
| Oakworth Capital, Inc. | 0.00% | New | 921 | $18K |
| NewEdge Advisors, LLC | 0.00% | Add +1.2% | 920 | $18K |
| Larson Financial Group LLC | 0.00% | Add +136.1% | 902 | $17K |
| Capital Analysts, LLC | 0.00% | New | 882 | $17K |
| Highline Wealth Partners LLC | 0.00% | No change | 848 | $16K |
| Harbour Investments, Inc. | 0.00% | No change | 846 | $16K |
| Basepoint Wealth LLC | 0.01% | New | 818 | $16K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 806 | $16K |
| Elyxium Wealth, LLC | 0.00% | New | 793 | $15K |
| Cheviot Value Management, LLC | 0.00% | No change | 728 | $15K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 750 | $14K |
| SJS Investment Consulting Inc. | 0.00% | New | 741 | $14K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 707 | $14K |
| Albion Financial Group | 0.00% | No change | 644 | $12K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 625 | $12K |
| WPG Advisers, LLC | 0.01% | Add +20.2% | 619 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 618 | $12K |
| Redmont Wealth Advisors LLC | 0.02% | No change | 540 | $10K |
| FWL Investment Management, LLC | 0.00% | Reduce -76.7% | 538 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 533 | $10K |
| Financial Connections Group, Inc. | 0.00% | No change | 561 | $10K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.2% | 504 | $10K |
| Rossby Financial, LCC | 0.00% | Add +6.1% | 503 | $10K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -10.7% | 501 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 499 | $10K |
| TD Private Client Wealth LLC | 0.00% | Reduce -86.0% | 495 | $10K |
| SHP Wealth Management | 0.00% | — | 415 | $8K |
| Spire Wealth Management | 0.00% | Reduce -26.4% | 415 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 384 | $7K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -0.3% | 341 | $7K |
| Manning & Napier Advisors LLC | 0.00% | New | 336 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +28.9% | 335 | $6K |
| Ancora Advisors LLC | 0.00% | New | 324 | $6K |
| Center for Financial Planning, Inc. | 0.00% | No change | 323 | $6K |
| Creative Financial Designs Inc. | 0.00% | Add +26.9% | 311 | $6K |
| Nisa Investment Advisors, LLC | 0.00% | New | 292 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 277 | $5K |
| National Bank of Canada | 0.00% | No change | 271 | $5K |
| Clean Yield Group | 0.00% | No change | 250 | $5K |
| City Holding Co. | 0.00% | No change | 244 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 241 | $5K |
| Ninepoint Partners LP | 0.00% | New | 236 | $5K |
| WealthCollab, LLC | 0.00% | No change | 226 | $4K |
| Independence Bank of Kentucky | 0.00% | New | 225 | $4K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -48.7% | 202 | $4K |
| NFSG Corp | 0.00% | New | 196 | $4K |
| Inspire Investing, LLC | 0.00% | New | 174 | $3K |
| Triumph Capital Management | 0.00% | New | 167 | $3K |
| IMA Advisory Services, Inc. | 0.00% | New | 167 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 164 | $3K |
| LRI Investments, LLC | 0.00% | No change | 164 | $3K |
| Crewe Advisors LLC | 0.00% | No change | 159 | $3K |
| CX Institutional | 0.00% | No change | 142 | $3K |
| Nemes Rush Group LLC | 0.00% | New | 151 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 129 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -4.5% | 126 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | New | 125 | $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 |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 105 | $2K |
| Smithfield Trust Co | 0.00% | New | 112 | $2K |
| Kilter Group LLC | 0.00% | New | 94 | $2K |
| Wealth Watch Advisors, INC | 0.00% | No change | 94 | $2K |
| JNBA Financial Advisors | 0.00% | New | 92 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 91 | $2K |
| Country Trust Bank | 0.00% | No change | 87 | $2K |
| American Capital Advisory, LLC | 0.00% | Reduce -1.2% | 85 | $2K |
| CENTRAL TRUST Co | 0.00% | Add +13.7% | 83 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 79 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 76 | $1K |
| MV Capital Management, Inc. | 0.00% | New | 68 | $1K |
| Caitlin John, LLC | 0.00% | No change | 59 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 58 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 55 | $1K |
| Abound Wealth Management | 0.00% | No change | 45 | $870 |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 43 | $831 |
| TD Capital Management LLC | 0.00% | New | 42 | $803 |
| AdvisorNet Financial, Inc | 0.00% | No change | 33 | $638 |
| Bogart Wealth, LLC | 0.00% | No change | 32 | $619 |
| Toth Financial Advisory Corp. | 0.00% | New | 11 | $213 |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 11 | $213 |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 8 | $155 |
| TD Waterhouse Canada Inc. | 0.00% | Add +500.0% | 6 | $116 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -94.7% | 2 | $39 |
| Trust Co | 0.00% | New | 1 | $19 |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.