Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q1 2026 (March 31)444holders +21
58new positions
32sold out
6famous investors
$19.76avg. 13F price*
At the end of Q1 2026, 444 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 21 from Q4 2025. 58 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($453.4M), FMR LLC ($248.2M) and Goldman Sachs Group Inc. ($211.5M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $72.6M |
| Exits | 32 | $37.0M |
All 13F filers, Q4 2025 → Q1 2026: 13,297,445 shares bought and 5,092,225 shares sold, net +8,205,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 444 holders
| Morgan Stanley | 0.03% | Add +6.6% | 22,958,371 | $453.4M |
| FMR LLC | 0.01% | Add +2.6% | 12,569,371 | $248.2M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -2.7% | 10,708,002 | $211.5M |
| BlackRock, Inc. | 0.00% | Add +7.3% | 7,681,566 | $151.7M |
| Northern Trust Corp. | 0.02% | Add +1.5% | 6,189,655 | $122.2M |
| Clark Capital Management Group, Inc. | 0.46% | Reduce -7.9% | 3,782,399 | $74.7M |
| Fisher Asset Management | 0.02% | Add +94.1% | 3,196,927 | $63.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.6% | 3,090,741 | $61.0M |
| American Century Companies Inc. | 0.03% | Add +28.4% | 3,008,905 | $59.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.0% | 2,201,284 | $43.5M |
| Wells Fargo & Company | 0.01% | Add +0.4% | 2,160,619 | $42.7M |
| Bank of America Corp. | 0.00% | Add +20.9% | 1,846,335 | $36.5M |
| Renaissance Technologies | 0.05% | Reduce -9.1% | 1,749,272 | $34.5M |
| Ferguson Wellman Capital Management, Inc. | 0.46% | New | 1,711,455 | $33.8M |
| Quantinno Capital Management LP | 0.05% | Add +17.9% | 1,615,819 | $31.9M |
| Capital Wealth Planning, LLC | 0.14% | Add +20.6% | 1,305,755 | $25.8M |
| Causeway Capital Management LLC | 0.31% | Add +7.6% | 1,267,248 | $25.0M |
| Jane Street Group, LLC | 0.03% | Reduce -5.6% | 1,244,903 | $24.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +23.0% | 1,089,747 | $21.5M |
| JPMorgan Chase & Co. | 0.00% | Add +29.1% | 918,315 | $17.5M |
| Massachusetts Financial Services Co. | 0.01% | Add +16.0% | 854,599 | $16.9M |
| AQR Capital Management | 0.01% | Add +31.1% | 845,222 | $16.7M |
| Creative Planning | 0.01% | Add +15.3% | 764,584 | $15.1M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +7.0% | 740,634 | $14.6M |
| Bank of New York Mellon Corp | 0.00% | Add +4.0% | 739,781 | $14.6M |
| Anderson Hoagland & Co. | 1.23% | Reduce -0.3% | 725,248 | $14.3M |
| Natixis Advisors, LLC | 0.02% | Add +16.1% | 699,894 | $13.8M |
| UBS Group AG | 0.00% | Reduce -13.1% | 635,267 | $12.5M |
| Invesco Ltd. | 0.00% | Reduce -37.9% | 623,035 | $12.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -5.7% | 575,259 | $11.9M |
| Pathstone Holdings, LLC | 0.05% | Add +1.1% | 590,654 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +5.1% | 559,790 | $11.1M |
| Cerity Partners LLC | 0.01% | Add +10.6% | 474,705 | $9.4M |
| Crossmark Global Holdings, Inc. | 0.14% | Add +2.5% | 474,683 | $9.4M |
| LPL Financial LLC | 0.00% | Add +10.0% | 468,793 | $9.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +1901.7% | 459,656 | $9.1M |
| Westfield Capital Management Co. LP | 0.04% | Add +0.9% | 457,584 | $9.0M |
| Cibc World Market Inc. | 0.02% | Reduce -0.9% | 452,860 | $8.9M |
| Boston Partners | 0.01% | Reduce -9.6% | 437,159 | $8.7M |
| Mariner, LLC | 0.01% | Add +6.2% | 435,188 | $8.6M |
| Sei Investments Co. | 0.01% | Add +3.0% | 431,723 | $8.5M |
| Federated Hermes, Inc. | 0.01% | Reduce -24.1% | 412,872 | $8.2M |
| Moran Wealth Management, LLC | 0.24% | Add +6.7% | 404,869 | $8.0M |
| Ramirez Asset Management, Inc. | 0.96% | Reduce -43.3% | 402,811 | $8.0M |
| Ethic Inc. | 0.12% | Add +4.3% | 401,745 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Add +21.7% | 402,311 | $7.9M |
| &partners | 0.04% | Add +4.2% | 366,517 | $7.1M |
| QRG Capital Management, Inc. | 0.07% | Add +27.3% | 345,653 | $6.8M |
| Toronto Dominion Bank | 0.01% | Reduce -4.1% | 327,910 | $6.5M |
| US Bancorp \de | 0.01% | Add +0.9% | 324,514 | $6.4M |
| Massar Capital Management, LP | 1.26% | No change | 320,000 | $6.3M |
| CCM Investment Advisers LLC | 0.58% | New | 305,762 | $6.0M |
| Eagle Global Advisors LLC | 0.21% | Reduce -1.7% | 294,000 | $5.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -45.1% | 290,698 | $5.7M |
| Cetera Investment Advisers | 0.01% | Add +2.4% | 284,919 | $5.6M |
| Quadrant Capital Group LLC | 0.17% | Add +0.4% | 280,981 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.2% | 273,754 | $5.4M |
| Citadel Advisors | 0.00% | Reduce -37.6% | 265,505 | $5.2M |
| Augustine Asset Management Inc. | 1.18% | Add +0.2% | 264,238 | $5.2M |
| Vident Advisory, LLC | 0.04% | Add +38.2% | 259,972 | $5.1M |
| Callan Family Office, LLC | 0.11% | Add +2.0% | 255,668 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 253,890 | $5.0M |
| Assetmark, Inc. | 0.01% | Add +64.1% | 246,343 | $4.9M |
| Gradient Investments LLC | 0.07% | Add +117.5% | 236,764 | $4.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.10% | Add +0.6% | 235,570 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Add +13.9% | 235,290 | $4.6M |
| Factory Mutual Insurance Co. | 0.05% | Add +21.9% | 230,432 | $4.6M |
| Citigroup Inc. | 0.00% | Add +436.1% | 228,388 | $4.5M |
| Signaturefd, LLC | 0.07% | Add +1.7% | 224,694 | $4.4M |
| Allianz SE | 0.05% | Add +0.9% | 221,970 | $4.4M |
| Gilman Hill Asset Management, LLC | 0.62% | Reduce -3.9% | 206,809 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.4% | 204,898 | $4.0M |
| Vise Technologies, Inc. | 0.08% | No change | 208,707 | $4.0M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -12.0% | 200,534 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +18.1% | 194,022 | $3.8M |
| First Trust Advisors LP | 0.00% | Add +38.3% | 193,986 | $3.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +22.2% | 193,136 | $3.8M |
| Calamos Wealth Management LLC | 0.13% | Add +16.2% | 185,280 | $3.7M |
| Calamos Advisors LLC | 0.02% | New | 185,280 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.9% | 176,990 | $3.5M |
| XY Capital Ltd | 3.80% | Add +46.4% | 175,608 | $3.5M |
| DJE Kapital AG | 0.07% | New | 100,470 | $3.4M |
| Aquatic Capital Management LLC | 0.09% | New | 165,045 | $3.3M |
| Point72 Asset Management | 0.01% | Reduce -61.2% | 159,100 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +54.1% | 152,886 | $3.0M |
| Caprock Group, LLC | 0.07% | Reduce -4.7% | 146,641 | $2.9M |
| Ieq Capital, LLC | 0.01% | Add +17.5% | 145,491 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +8.6% | 145,062 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Add +30.8% | 142,377 | $2.8M |
| Advisors Asset Management, Inc. | 0.05% | Add +18.8% | 139,590 | $2.8M |
| Parr McKnight Wealth Management Group, LLC | 0.36% | Reduce -5.7% | 138,081 | $2.7M |
| Greenleaf Trust | 0.03% | Reduce -19.6% | 136,337 | $2.7M |
| Ritholtz Wealth Management | 0.05% | Add +6.8% | 136,324 | $2.7M |
| Naviter Wealth, LLC | 0.34% | Add +3.1% | 135,945 | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +532.0% | 134,555 | $2.7M |
| Integrated Quantitative Investments LLC | 0.47% | Add +100.0% | 130,762 | $2.6M |
| Dorsey Wright & Associates | 0.31% | Add +39.1% | 128,228 | $2.5M |
| Barometer Capital Management Inc. | 0.86% | New | 126,900 | $2.5M |
| Diversify Wealth Management, LLC | 0.04% | Add +38.9% | 119,247 | $2.5M |
| BTC Capital Management, Inc. | 0.16% | Add +2.0% | 122,559 | $2.4M |
| Pekin Hardy Strauss, Inc. | 0.25% | Add +5.2% | 119,925 | $2.4M |
| CIBC Asset Management Inc | 0.01% | Reduce -21.2% | 121,298 | $2.3M |
| Rhumbline Advisers | 0.00% | Add +5.1% | 113,989 | $2.3M |
| Compound Planning, Inc. | 0.07% | Add +8.0% | 113,627 | $2.2M |
| Millennium Management | 0.00% | Add +435.5% | 111,318 | $2.2M |
| Brooklyn Investment Group | 0.07% | Add +71.0% | 110,649 | $2.2M |
| Chilton Investment Co. Inc. | 0.05% | New | 108,437 | $2.1M |
| Evergreen Capital Management LLC | 0.05% | Add +4.8% | 108,011 | $2.1M |
| Alliancebernstein L.P. | 0.00% | New | 107,955 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +9.9% | 105,072 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +52.0% | 100,932 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +2724.2% | 103,986 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +6.7% | 98,755 | $2.0M |
| Focus Partners Wealth | 0.00% | Add +19.3% | 97,599 | $1.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +50.5% | 97,203 | $1.9M |
| Aaron Wealth Advisors LLC | 0.10% | Add +23.0% | 91,510 | $1.8M |
| Principal Securities, Inc. | 0.03% | Reduce -2.8% | 88,242 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.3% | 88,212 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +22.9% | 87,247 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -12.4% | 82,550 | $1.6M |
| Choreo, LLC | 0.02% | Add +9.1% | 77,110 | $1.5M |
| XTX Topco Ltd | 0.03% | Reduce -54.2% | 77,044 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.04% | New | 76,663 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Add +1.1% | 76,317 | $1.5M |
| William Blair Investment Management, LLC | 0.01% | Reduce -38.9% | 76,066 | $1.5M |
| Lockheed Martin Investment Management Co. | 0.05% | Add +5.2% | 73,870 | $1.5M |
| Smartleaf Asset Management LLC | 0.05% | Add +16.5% | 76,040 | $1.4M |
| Ballentine Partners, LLC | 0.02% | Add +3.2% | 73,013 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -7.0% | 71,022 | $1.4M |
| Keybank National Association | 0.01% | Add +125.0% | 70,930 | $1.4M |
| Redhawk Wealth Advisors, Inc. | 0.15% | Add +115.3% | 70,708 | $1.4M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +6.6% | 68,828 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | New | 66,332 | $1.3M |
| Jain Global LLC | 0.02% | New | 65,902 | $1.3M |
| New York State Common Retirement Fund | 0.00% | No change | 65,381 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | New | 64,640 | $1.3M |
| Abacus Wealth Partners, LLC | 0.11% | Reduce -0.9% | 61,630 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -26.7% | 59,579 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +9.5% | 58,920 | $1.2M |
| AdvisorShares Investments LLC | 0.21% | Reduce -4.8% | 58,740 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.07% | New | 58,026 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +8.9% | 57,811 | $1.1M |
| 1832 Asset Management L.P. | 0.00% | Add +10.8% | 57,693 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +9.2% | 57,620 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Add +9.9% | 55,121 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | No change | 54,329 | $1.1M |
| Mission Wealth Management, LP | 0.02% | Reduce -1.9% | 52,911 | $1.0M |
| PDS Planning, Inc | 0.07% | Reduce -0.1% | 50,219 | $992K |
| Summit Financial, LLC | 0.01% | Add +4.6% | 49,085 | $969K |
| HB Wealth Management, LLC | 0.01% | Add +8.7% | 49,048 | $969K |
| Themes Management Co LLC | 0.60% | Reduce -0.6% | 48,975 | $967K |
| Limestone Investment Advisors LP | 0.47% | No change | 47,905 | $946K |
| RNC Capital Management LLC | 0.04% | Reduce -0.1% | 47,199 | $932K |
| Truist Financial Corp. | 0.00% | Reduce -7.1% | 45,892 | $906K |
| Ellevest, Inc. | 0.13% | Reduce -2.3% | 45,718 | $903K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -4.6% | 44,874 | $886K |
| Louisbourg Investments Inc. | 0.17% | Add +14.1% | 44,652 | $882K |
| Glenmede Trust Co. NA | 0.00% | Add +6.9% | 43,988 | $869K |
| Versant Capital Management, Inc | 0.08% | Add +20.9% | 43,108 | $851K |
| Farther Finance Advisors, LLC | 0.01% | Add +66.5% | 40,493 | $838K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.4% | 39,946 | $816K |
| Legacy Wealth Asset Management, LLC | 0.20% | Add +0.8% | 41,187 | $813K |
| Bank of Montreal | 0.00% | Reduce -9.5% | 40,481 | $800K |
| Flatrock Wealth Partners LLC | 0.36% | Add +0.3% | 40,192 | $794K |
| Syon Capital LLC | 0.04% | Add +3.0% | 39,080 | $772K |
| Hantz Financial Services, Inc. | 0.01% | Add +40.8% | 38,950 | $769K |
| Two Sigma Securities, LLC | 0.09% | New | 38,251 | $755K |
| Dakota Wealth Management | 0.02% | Add +0.7% | 38,163 | $754K |
| Ninepoint Partners LP | 0.09% | Add +15757.6% | 37,424 | $739K |
| Sivia Capital Partners, LLC | 0.14% | Reduce -14.2% | 36,732 | $725K |
| Venturi Wealth Management, LLC | 0.03% | Add +19.0% | 36,642 | $724K |
| Bailard, Inc. | 0.02% | Reduce -5.1% | 36,414 | $719K |
| GAMMA Investing LLC | 0.03% | Add +9.2% | 36,147 | $714K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.6% | 35,748 | $706K |
| Cwm, LLC | 0.00% | Add +11.0% | 34,903 | $689K |
| Abel Hall, LLC | 0.15% | Add +20.2% | 34,886 | $689K |
| Cordatus Wealth Management LLC | 0.16% | Add +0.3% | 34,830 | $688K |
| Gallacher Capital Management LLC | 0.26% | Add +0.7% | 34,644 | $684K |
| Sage Rhino Capital LLC | 0.13% | Reduce -0.4% | 33,987 | $671K |
| Flputnam Investment Management Co. | 0.01% | Add +12.4% | 33,675 | $665K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -10.6% | 33,304 | $658K |
| Lido Advisors, LLC | 0.00% | Add +28.6% | 33,007 | $652K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +6.4% | 32,834 | $648K |
| Westwood Holdings Group Inc. | 0.00% | No change | 32,820 | $648K |
| Mather Group, Llc. | 0.01% | No change | 32,661 | $645K |
| Pzena Investment Management LLC | 0.00% | Add +14.3% | 32,548 | $643K |
| Tred Avon Family Wealth, LLC | 0.21% | Reduce -15.1% | 31,695 | $626K |
| Lazard Asset Management LLC | 0.00% | Reduce -0.8% | 31,593 | $624K |
| NewEdge Wealth, LLC | 0.01% | Reduce -17.0% | 30,022 | $593K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +4.3% | 29,685 | $586K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +183.0% | 29,620 | $585K |
| Calydon Capital | 0.10% | No change | 29,475 | $582K |
| Jefferies Financial Group Inc. | 0.01% | Add +40.1% | 29,386 | $580K |
| Savant Capital, LLC | 0.00% | Add +23.8% | 29,363 | $580K |
| Merit Financial Group, LLC | 0.00% | Add +9.1% | 29,083 | $574K |
| Axq Capital, LP | 0.07% | New | 28,928 | $571K |
| Bridgewater Advisors Inc. | 0.03% | Add +2.5% | 25,274 | $564K |
| LMR Partners LLP | 0.01% | New | 28,506 | $563K |
| Gateway Wealth Partners, LLC | 0.02% | New | 28,492 | $563K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -2.7% | 28,111 | $555K |
| Schroder Investment Management Group | 0.00% | Reduce -0.1% | 28,611 | $536K |
| SmartHarvest Portfolios, LLC | 0.22% | Reduce -3.3% | 27,095 | $535K |
| Burns Matteson Capital Management, LLC | 0.21% | Add +82.5% | 27,018 | $534K |
| Traveka Wealth, LLC | 0.20% | Add +2.4% | 26,726 | $528K |
| Entropy Technologies, LP | 0.02% | New | 26,573 | $525K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 26,363 | $521K |
| Shelton Capital Management | 0.01% | Reduce -6.8% | 26,157 | $517K |
| Kestra Advisory Services, LLC | 0.00% | Add +158.7% | 25,037 | $494K |
| Voleon Capital Management LP | 0.01% | Add +77.3% | 24,991 | $494K |
| Integrated Wealth Concepts LLC | 0.00% | Add +122.7% | 24,772 | $489K |
| Kathmere Capital Management, LLC | 0.03% | Add +28.6% | 24,704 | $488K |
| Seeds Investor LLC | 0.07% | Reduce -4.2% | 22,817 | $485K |
| Five Oceans Advisors | 0.17% | No change | 24,405 | $482K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -7.2% | 24,309 | $480K |
| Trust Point Inc. | 0.04% | Add +22.8% | 24,109 | $476K |
| Net Worth Advisory Group | 0.09% | Reduce -1.3% | 22,843 | $451K |
| Private Advisor Group, LLC | 0.00% | Add +7.3% | 22,435 | $443K |
| Sanctuary Advisors, LLC | 0.00% | Add +41.8% | 21,997 | $434K |
| Drive Wealth Management, LLC | 0.09% | Reduce -10.8% | 21,775 | $430K |
| Ewa, LLC | 0.10% | Add +0.1% | 21,728 | $429K |
| Basecamp Wealth Advisors LLC | 0.09% | No change | 21,689 | $428K |
| Evolve Private Wealth, LLC | 0.02% | Add +8.9% | 21,662 | $428K |
| Quantbot Technologies LP | 0.02% | New | 21,420 | $423K |
| Frec Markets, Inc. | 0.07% | Add +47.1% | 20,515 | $405K |
| First Affirmative Financial Network | 0.16% | — | 20,279 | $401K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.02% | No change | 19,800 | $391K |
| Personal Cfo Solutions, LLC | 0.05% | Add +6.6% | 19,777 | $391K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -5.9% | 19,672 | $389K |
| J.Safra Asset Management Corp | 0.02% | New | 19,466 | $384K |
| Aprio Wealth Management, LLC | 0.02% | Add +12.0% | 19,394 | $383K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +34.9% | 19,378 | $383K |
| GeoWealth Management, LLC | 0.01% | Add +36.8% | 19,264 | $380K |
| EP Wealth Advisors, LLC | 0.00% | Add +49.3% | 18,947 | $374K |
| Brown Advisory Inc. | 0.00% | New | 18,858 | $372K |
| Clearstead Advisors, LLC | 0.00% | New | 18,848 | $372K |
| Marshall Wace, LLP | 0.00% | Reduce -75.4% | 18,735 | $370K |
| Optas, LLC | 0.06% | Add +1.2% | 18,566 | $367K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.5% | 18,372 | $363K |
| West Family Investments, Inc. | 0.13% | Reduce -41.6% | 18,274 | $361K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 18,214 | $360K |
| New Republic Capital, LLC | 0.12% | Reduce -37.3% | 17,981 | $355K |
| Sowell Financial Services LLC | 0.01% | Add +2.5% | 17,873 | $353K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -28.3% | 17,870 | $353K |
| Brighton Jones LLC | 0.01% | New | 17,657 | $349K |
| Dynasty Wealth Management, LLC | 0.00% | Reduce -3.0% | 17,478 | $345K |
| Storgate, LLC | 0.27% | New | 17,177 | $339K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -8.1% | 17,177 | $339K |
| Greenspring Advisors, LLC | 0.02% | Add +9.2% | 17,127 | $338K |
| Sterling Capital Management LLC | 0.01% | Add +23.3% | 17,115 | $338K |
| Modern Wealth Management, LLC | 0.01% | Add +3.1% | 16,042 | $332K |
| Blue Trust, Inc. | 0.00% | Reduce -23.3% | 16,682 | $329K |
| Channing Global Advisors, LLC | 0.19% | Reduce -20.2% | 16,663 | $329K |
| Cresset Asset Management, LLC | 0.00% | New | 16,633 | $329K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +45.3% | 16,500 | $326K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -47.7% | 16,244 | $321K |
| UMB Bank, n.a. | 0.00% | Reduce -0.8% | 15,925 | $315K |
| Wedmont Private Capital | 0.01% | Reduce -16.6% | 14,222 | $307K |
| GC Wealth Management RIA, LLC | 0.01% | Add +48.7% | 15,409 | $304K |
| Independent Advisor Alliance | 0.00% | Add +21.3% | 14,935 | $295K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +12.2% | 14,848 | $293K |
| Earned Wealth Advisors, LLC | 0.02% | Add +3.1% | 14,660 | $290K |
| Choate Investment Advisors | 0.01% | Add +4.1% | 14,642 | $289K |
| Anchyra Partners LLC | 0.09% | Add +4.5% | 14,329 | $283K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +22.3% | 14,282 | $282K |
| Ascent Group, LLC | 0.01% | Add +0.0% | 14,187 | $280K |
| BSW Wealth Partners | 0.03% | Reduce -2.4% | 14,175 | $280K |
| Acorn Creek Capital LLC | 0.10% | Add +1.1% | 14,026 | $277K |
| Csenge Advisory Group | 0.01% | Reduce -5.3% | 14,016 | $277K |
| State Street Corp. | 0.00% | No change | 13,954 | $276K |
| Athena Wealth Management, LLC | 0.22% | New | 13,908 | $275K |
| Cromwell Holdings LLC | 0.15% | No change | 13,841 | $273K |
| Canopy Partners, LLC | 0.09% | Add +0.2% | 13,657 | $270K |
| Susquehanna International Group, LLP | 0.00% | Add +11.8% | 13,645 | $269K |
| World Investment Advisors | 0.00% | Reduce -0.9% | 13,509 | $267K |
| Natural Investments, LLC | 0.07% | Reduce -9.2% | 13,499 | $266K |
| Mattson Financial Services, LLC | 0.06% | New | 13,444 | $266K |
| Bridgefront Capital, LLC | 0.06% | New | 12,981 | $256K |
| Fund Advisors of America Inc | 0.26% | Reduce -22.3% | 12,894 | $255K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -9.1% | 12,704 | $251K |
| a16z Perennial Management, L.P. | 0.02% | No change | 12,699 | $251K |
| SG Americas Securities, LLC | 0.00% | Add +73.7% | 12,659 | $250K |
| Brown Financial Advisors | 0.09% | New | 12,634 | $250K |
| Intergy Private Wealth, LLC | 0.07% | Reduce -1.3% | 12,633 | $250K |
| EntryPoint Capital, LLC | 0.07% | New | 12,525 | $247K |
| 71 West Capital Partners | 0.01% | Add +14.6% | 12,411 | $245K |
| 55 North Private Wealth, LLC | 0.06% | Add +17.9% | 12,269 | $242K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.7% | 12,166 | $240K |
| Syverson Strege & Co | 0.06% | No change | 12,024 | $237K |
| CIBC Bancorp USA Inc. | 0.00% | — | 12,019 | $237K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.2% | 12,010 | $237K |
| Two Sigma Investments, LP | 0.00% | New | 12,000 | $237K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -21.1% | 11,769 | $232K |
| Brucke Financial, Inc. | 0.12% | Reduce -20.0% | 11,547 | $228K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -18.6% | 11,407 | $225K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 11,365 | $224K |
| Atlas Capital Advisors Inc. | 0.03% | Reduce -58.2% | 11,280 | $223K |
| Werba Rubin Papier Wealth Management | 0.03% | Reduce -0.9% | 10,950 | $216K |
| Tranquilli Financial Advisor LLC | 0.13% | New | 10,898 | $215K |
| Riversedge Advisors, LLC | 0.03% | Add +2.2% | 10,489 | $207K |
| Angeles Wealth Management, LLC | 0.01% | New | 10,406 | $206K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 10,340 | $204K |
| Keel Point, LLC | 0.01% | Reduce -40.0% | 10,260 | $203K |
| Xxi Wealth, LLC | 0.11% | New | 10,109 | $200K |
| Arax Advisory Partners | 0.01% | Reduce -49.6% | 9,472 | $193K |
| MAI Capital Management | 0.00% | Add +312.6% | 9,171 | $181K |
| Bruce G. Allen Investments, LLC | 0.11% | Reduce -5.8% | 8,449 | $167K |
| V-Square Quantitative Management LLC | 0.02% | Add +36.6% | 7,699 | $152K |
| Allworth Financial LP | 0.00% | Add +62.0% | 7,692 | $152K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +147.1% | 6,977 | $138K |
| Ares Financial Consulting, LLC | 0.09% | New | 5,767 | $119K |
| Brown Brothers Harriman & Co. | 0.00% | Add +121.1% | 5,750 | $114K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.2% | 5,033 | $99K |
| Harbour Investments, Inc. | 0.00% | Add +487.0% | 4,966 | $98K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 4,276 | $84K |
| Fifth Third Bancorp | 0.00% | Add +21.1% | 4,243 | $84K |
| Te Ahumairangi Investment Management Ltd | 0.01% | No change | 4,216 | $83K |
| Barclays PLC | 0.00% | Reduce -95.9% | 4,036 | $80K |
| Owl Creek Wealth Partners LLC | 0.03% | — | 4,033 | $80K |
| Richardson Financial Services Inc. | 0.05% | Reduce -5.0% | 3,838 | $76K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 3,827 | $76K |
| Manchester Capital Management LLC | 0.01% | No change | 3,752 | $74K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.1% | 3,397 | $67K |
| Bessemer Group Inc. | 0.00% | Reduce -18.5% | 3,144 | $62K |
| Huntington National Bank | 0.00% | Add +0.5% | 3,083 | $61K |
| Lanark Financial, Inc. | 0.00% | Reduce -23.9% | 2,737 | $54K |
| TD Private Client Wealth LLC | 0.00% | Add +393.9% | 2,445 | $48K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2,409 | $48K |
| Zions Bancorporation, National Association | 0.00% | Reduce -8.6% | 2,336 | $46K |
| True Wealth Design, LLC | 0.01% | Add +46.7% | 2,275 | $45K |
| Advisory Services Network, LLC | 0.00% | New | 2,136 | $42K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.4% | 2,011 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.8% | 2,071 | $41K |
| Cornerstone Planning Group LLC | 0.01% | Add +18.5% | 1,887 | $40K |
| Berbice Capital Management LLC | 0.03% | New | 2,000 | $40K |
| Rothschild Investment LLC | 0.00% | Add +12.2% | 1,945 | $38K |
| Addison Advisors LLC | 0.01% | No change | 1,876 | $37K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 1,706 | $34K |
| Destiny Wealth Partners, LLC | 0.00% | New | 1,679 | $33K |
| IFP Advisors, Inc | 0.00% | Add +7.0% | 1,626 | $32K |
| Larson Financial Group LLC | 0.00% | Add +77.7% | 1,603 | $32K |
| Bayban | 0.03% | No change | 1,532 | $30K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,404 | $29K |
| GW&K Investment Management, LLC | 0.00% | Add +44.4% | 1,415 | $28K |
| Ascentis Independent Advisors | 0.00% | New | 1,355 | $27K |
| JPL Wealth Management, LLC | 0.01% | New | 1,352 | $27K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2307.3% | 1,324 | $26K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -15.8% | 1,227 | $24K |
| Root Financial Partners, LLC | 0.00% | Add +0.3% | 1,214 | $24K |
| Aventura Private Wealth, LLC | 0.01% | No change | 1,193 | $24K |
| Ancora Advisors LLC | 0.00% | Add +265.7% | 1,185 | $23K |
| Signature Equity Partners, LLC | 0.01% | Add +3.1% | 1,164 | $23K |
| Private Trust Co. NA | 0.00% | Reduce -38.1% | 1,106 | $22K |
| Wellington Grp LLC | 0.01% | Reduce -30.9% | 1,104 | $22K |
| Whipplewood Advisors, LLC | 0.01% | New | 1,078 | $21K |
| Essential Partners LLC | 0.01% | No change | 1,049 | $21K |
| NewEdge Advisors, LLC | 0.00% | Add +4.3% | 960 | $19K |
| Oakworth Capital, Inc. | 0.00% | No change | 921 | $18K |
| Highline Wealth Partners LLC | 0.00% | Add +2.4% | 868 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 882 | $17K |
| Rossby Financial, LCC | 0.00% | Add +56.5% | 787 | $16K |
| Basepoint Wealth LLC | 0.01% | No change | 818 | $16K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 806 | $16K |
| SJS Investment Consulting Inc. | 0.00% | Add +1.5% | 752 | $15K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 750 | $15K |
| Cheviot Value Management, LLC | 0.00% | No change | 728 | $14K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 707 | $14K |
| PFS Partners, LLC | 0.01% | Reduce -53.5% | 648 | $13K |
| Albion Financial Group | 0.00% | No change | 644 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +419.3% | 618 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 618 | $12K |
| Acumen Wealth Advisors, LLC | 0.00% | Reduce -1.4% | 616 | $12K |
| SHP Wealth Management | 0.00% | Add +44.1% | 598 | $12K |
| WPG Advisers, LLC | 0.01% | Reduce -5.3% | 586 | $12K |
| Ascentis Wealth Management, LLC | 0.00% | Add +104.3% | 566 | $11K |
| Financial Connections Group, Inc. | 0.00% | No change | 561 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 533 | $11K |
| Raffa Wealth Management, LLC | 0.00% | No change | 501 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 499 | $10K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 498 | $10K |
| Nisa Investment Advisors, LLC | 0.00% | Add +67.1% | 488 | $10K |
| Principia Wealth Advisory, LLC | 0.01% | Add +39.6% | 476 | $9K |
| Arlington Trust Co LLC | 0.00% | New | 446 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -21.0% | 398 | $8K |
| NFSG Corp | 0.00% | Add +100.5% | 393 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 384 | $8K |
| Park Square Financial Group, LLC | 0.06% | Reduce -76.9% | 377 | $7K |
| Spire Wealth Management | 0.00% | Reduce -9.2% | 377 | $7K |
| Triumph Capital Management | 0.00% | Add +113.8% | 357 | $7K |
| Bare Financial Services, Inc | 0.00% | New | 343 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.6% | 337 | $7K |
| Financial Consulate, Inc. | 0.00% | Add +330.3% | 327 | $6K |
| Manning & Napier Advisors LLC | 0.00% | Add +0.3% | 337 | $6K |
| FWL Investment Management, LLC | 0.00% | Reduce -41.1% | 317 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 311 | $6K |
| National Bank of Canada | 0.00% | Add +6.3% | 288 | $6K |
| First Command Advisory Services, Inc. | 0.00% | Add +110.1% | 271 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | Add +102.4% | 255 | $5K |
| Burk Holdings LLC | 0.00% | New | 255 | $5K |
| Clean Yield Group | 0.00% | No change | 250 | $5K |
| City Holding Co. | 0.00% | No change | 244 | $5K |
| WealthCollab, LLC | 0.00% | No change | 226 | $4K |
| Independence Bank of Kentucky | 0.00% | No change | 225 | $4K |
| Johnson Financial Group, Inc. | 0.00% | No change | 202 | $4K |
| Inspire Investing, LLC | 0.00% | Add +6.3% | 185 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 164 | $3K |
| LRI Investments, LLC | 0.00% | No change | 164 | $3K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -3.0% | 162 | $3K |
| MV Capital Management, Inc. | 0.00% | Add +136.8% | 161 | $3K |
| Crewe Advisors LLC | 0.00% | No change | 159 | $3K |
| CX Institutional | 0.00% | No change | 142 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 151 | $3K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 145 | $3K |
| Kilter Group LLC | 0.00% | Add +35.1% | 127 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 125 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 125 | $2K |
| Archer Investment Corp | 0.00% | New | 116 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 115 | $2K |
| American Capital Advisory, LLC | 0.00% | Add +22.4% | 104 | $2K |
| Smithfield Trust Co | 0.00% | No change | 112 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 92 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 91 | $2K |
| Country Trust Bank | 0.00% | No change | 87 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | New | 85 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 79 | $2K |
| MidFirst Bank | 0.00% | New | 74 | $1K |
| CENTRAL TRUST Co | 0.00% | Reduce -12.1% | 73 | $1K |
| Dogwood Wealth Management LLC | 0.00% | New | 67 | $1K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 64 | $1K |
| Caitlin John, LLC | 0.00% | No change | 59 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 58 | $1K |
| Silicon Valley Capital Partners | 0.00% | New | 47 | $928 |
| Abound Wealth Management | 0.00% | No change | 45 | $889 |
| TD Capital Management LLC | 0.00% | No change | 42 | $820 |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -68.6% | 33 | $652 |
| Bogart Wealth, LLC | 0.00% | No change | 32 | $632 |
| Frazier Financial Advisors, LLC | 0.00% | New | 21 | $415 |
| Stone House Investment Management, LLC | 0.00% | New | 19 | $375 |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 17 | $336 |
| Toth Financial Advisory Corp. | 0.00% | No change | 11 | $218 |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 11 | $217 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 8 | $158 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 6 | $124 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 2 | $40 |
| Trust Co | 0.00% | No change | 1 | $20 |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.