Sumitomo Mitsui-Spons ADRSMFG
13F holders, Q2 2026 (June 30)462holders +18
61new positions
43sold out
4famous investors
$23.60avg. 13F price*
At the end of Q2 2026, 462 institutions reported holding Sumitomo Mitsui-Spons ADR (SMFG) in their 13F filings, up 18 from Q1 2026. 61 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($592.2M), FMR LLC ($328.6M) and Goldman Sachs Group Inc. ($255.0M). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $28.8M |
| Exits | 43 | $46.2M |
All 13F filers, Q1 2026 → Q2 2026: 15,621,486 shares bought and 5,311,238 shares sold, net +10,310,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 462 holders
| Morgan Stanley | 0.03% | Add +9.4% | 25,112,524 | $592.2M |
| FMR LLC | 0.01% | Add +10.9% | 13,937,223 | $328.6M |
| Goldman Sachs Group Inc. | 0.03% | Add +1.0% | 10,814,662 | $255.0M |
| BlackRock, Inc. | 0.00% | Add +2.3% | 7,854,802 | $185.2M |
| Fisher Asset Management | 0.04% | Add +96.8% | 6,291,379 | $148.4M |
| Northern Trust Corp. | 0.02% | Reduce -0.5% | 6,158,454 | $145.2M |
| Clark Capital Management Group, Inc. | 0.49% | Add +1.3% | 3,831,212 | $90.3M |
| American Century Companies Inc. | 0.04% | Add +16.1% | 3,493,982 | $82.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.6% | 3,139,702 | $74.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.8% | 2,263,530 | $53.4M |
| Wells Fargo & Company | 0.01% | Reduce -0.7% | 2,146,202 | $50.6M |
| Quantinno Capital Management LP | 0.06% | Add +32.7% | 2,143,555 | $50.5M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 1,781,736 | $42.0M |
| Ferguson Wellman Capital Management, Inc. | 0.49% | Reduce -0.1% | 1,709,700 | $40.3M |
| Capital Wealth Planning, LLC | 0.20% | Add +27.1% | 1,659,962 | $39.1M |
| JPMorgan Chase & Co. | 0.00% | Add +66.2% | 1,525,928 | $36.2M |
| Causeway Capital Management LLC | 0.36% | Add +9.9% | 1,392,610 | $32.8M |
| AQR Capital Management | 0.01% | Add +58.6% | 1,340,654 | $31.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.2% | 1,244,470 | $29.3M |
| Renaissance Technologies | 0.03% | Reduce -41.5% | 1,023,572 | $24.1M |
| Massachusetts Financial Services Co. | 0.01% | Add +19.6% | 1,022,557 | $24.1M |
| Creative Planning | 0.01% | Add +15.6% | 883,657 | $20.8M |
| Natixis Advisors, LLC | 0.02% | Add +16.1% | 812,854 | $19.2M |
| Calamos Advisors LLC | 0.10% | Add +333.3% | 802,736 | $18.9M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +6.9% | 791,559 | $18.7M |
| Bank of New York Mellon Corp | 0.00% | Add +5.6% | 781,157 | $18.4M |
| Royal Bank of Canada | 0.00% | Add +201.4% | 765,357 | $18.0M |
| UBS Group AG | 0.00% | Add +15.5% | 733,542 | $17.3M |
| Anderson Hoagland & Co. | 1.33% | Reduce -1.1% | 717,018 | $16.9M |
| CCM Investment Advisers LLC | 1.24% | Add +121.6% | 677,598 | $16.0M |
| Invesco Ltd. | 0.00% | Add +0.8% | 628,286 | $14.8M |
| Pathstone Holdings, LLC | 0.04% | Add +1.1% | 597,092 | $14.1M |
| Stifel Financial Corp. | 0.01% | Add +1.9% | 570,629 | $13.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -6.1% | 540,271 | $13.0M |
| LPL Financial LLC | 0.00% | Add +6.7% | 500,370 | $11.8M |
| Cerity Partners LLC | 0.01% | Add +4.1% | 493,964 | $11.6M |
| Bank of Montreal | 0.00% | Add +1100.9% | 486,147 | $11.5M |
| Mariner, LLC | 0.01% | Add +10.0% | 478,697 | $11.3M |
| Crossmark Global Holdings, Inc. | 0.15% | Add +0.4% | 476,543 | $11.2M |
| Boston Partners | 0.01% | Add +7.1% | 468,247 | $11.1M |
| Ethic Inc. | 0.14% | Add +14.9% | 461,574 | $10.9M |
| Westfield Capital Management Co. LP | 0.04% | Reduce -0.2% | 456,612 | $10.8M |
| Raymond James Financial Inc. | 0.00% | Add +12.0% | 450,625 | $10.6M |
| Ramirez Asset Management, Inc. | 1.10% | Add +10.9% | 446,780 | $10.5M |
| Sei Investments Co. | 0.01% | Add +1.8% | 439,633 | $10.4M |
| Cibc World Market Inc. | 0.02% | Reduce -3.5% | 437,164 | $10.3M |
| Federated Hermes, Inc. | 0.01% | Add +0.5% | 414,866 | $9.8M |
| QRG Capital Management, Inc. | 0.08% | Add +18.3% | 408,740 | $9.6M |
| &partners | 0.04% | Reduce -0.1% | 366,043 | $8.6M |
| Moran Wealth Management, LLC | 0.22% | Reduce -16.8% | 336,966 | $7.9M |
| US Bancorp \de | 0.01% | Add +1.4% | 329,155 | $7.8M |
| Allianz SE | 0.08% | Add +46.4% | 324,970 | $7.7M |
| Eagle Global Advisors LLC | 0.25% | Add +8.8% | 320,000 | $7.5M |
| Assetmark, Inc. | 0.01% | Add +28.8% | 317,252 | $7.5M |
| Cetera Investment Advisers | 0.01% | Add +1.3% | 288,600 | $6.8M |
| Quadrant Capital Group LLC | 0.18% | Reduce -0.1% | 280,724 | $6.6M |
| Callan Family Office, LLC | 0.12% | Add +4.1% | 266,254 | $6.3M |
| Augustine Asset Management Inc. | 1.25% | Reduce -0.7% | 262,517 | $6.2M |
| Vident Advisory, LLC | 0.05% | Add +0.1% | 260,095 | $6.1M |
| MML Investors Services, LLC | 0.01% | Add +33.4% | 258,736 | $6.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +160.2% | 252,927 | $6.0M |
| Gradient Investments LLC | 0.08% | Add +6.2% | 251,341 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Add +6.1% | 249,596 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.9% | 249,369 | $5.9M |
| Vise Technologies, Inc. | 0.07% | Add +18.9% | 248,161 | $5.9M |
| Citigroup Inc. | 0.00% | Add +6.0% | 242,046 | $5.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +23.4% | 238,293 | $5.6M |
| Signaturefd, LLC | 0.07% | Add +4.8% | 235,552 | $5.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.11% | Reduce -1.5% | 231,955 | $5.5M |
| Factory Mutual Insurance Co. | 0.05% | No change | 230,432 | $5.4M |
| Gilman Hill Asset Management, LLC | 0.69% | Add +2.3% | 211,570 | $5.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.2% | 211,424 | $5.0M |
| Calamos Wealth Management LLC | 0.15% | Add +11.4% | 206,378 | $4.9M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +1.9% | 204,401 | $4.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -32.5% | 196,100 | $4.6M |
| First Trust Advisors LP | 0.00% | Reduce -2.8% | 188,474 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +67.0% | 173,711 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.1% | 175,094 | $4.1M |
| Naviter Wealth, LLC | 0.37% | Add +27.1% | 172,721 | $4.1M |
| Park Avenue Securities LLC | 0.02% | New | 165,726 | $3.9M |
| Lee Johnson Capital Management, LLC | 1.21% | New | 163,993 | $3.9M |
| Susquehanna International Group, LLP | 0.00% | Add +1095.2% | 163,083 | $3.8M |
| Ieq Capital, LLC | 0.02% | Add +11.7% | 162,467 | $3.8M |
| Neuberger Berman Group LLC | 0.00% | Add +12.1% | 159,544 | $3.8M |
| DJE Kapital AG | 0.07% | Reduce -6.4% | 94,049 | $3.7M |
| Nuveen, LLC | 0.00% | New | 155,052 | $3.7M |
| Caprock Group, LLC | 0.07% | Add +1.7% | 149,157 | $3.6M |
| Evergreen Capital Management LLC | 0.06% | Add +37.9% | 148,899 | $3.5M |
| Barometer Capital Management Inc. | 0.94% | Add +13.2% | 143,600 | $3.4M |
| Advisors Asset Management, Inc. | 0.05% | Add +1.5% | 141,675 | $3.3M |
| Ritholtz Wealth Management | 0.05% | Add +2.4% | 139,625 | $3.3M |
| Parr McKnight Wealth Management Group, LLC | 0.39% | Add +0.5% | 138,754 | $3.3M |
| Captrust Financial Advisors | 0.01% | Reduce -5.0% | 137,775 | $3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 134,555 | $3.2M |
| Greenleaf Trust | 0.03% | Reduce -3.4% | 131,754 | $3.1M |
| Diversify Advisory Services, LLC | 0.05% | New | 116,391 | $3.1M |
| Diversify Wealth Management, LLC | 0.05% | Reduce -2.4% | 116,391 | $3.1M |
| BTC Capital Management, Inc. | 0.18% | Add +4.2% | 127,667 | $3.0M |
| Pekin Hardy Strauss, Inc. | 0.26% | Add +5.4% | 126,375 | $3.0M |
| Rhumbline Advisers | 0.00% | Add +8.4% | 123,552 | $2.9M |
| Compound Planning, Inc. | 0.08% | Add +8.3% | 123,073 | $2.9M |
| Focus Partners Wealth | 0.00% | Add +15.3% | 112,556 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +12.7% | 111,339 | $2.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -28.5% | 109,279 | $2.6M |
| Ninepoint Partners LP | 0.22% | Add +185.7% | 106,929 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.2% | 106,210 | $2.5M |
| Aaron Wealth Advisors LLC | 0.12% | Add +10.9% | 101,462 | $2.4M |
| CIBC Asset Management Inc | 0.01% | Reduce -15.4% | 102,614 | $2.3M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +12.0% | 97,721 | $2.3M |
| Keybank National Association | 0.01% | Add +35.1% | 95,804 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -9.5% | 95,045 | $2.2M |
| Principal Securities, Inc. | 0.03% | Add +5.2% | 92,822 | $2.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +4.8% | 92,438 | $2.2M |
| Dorsey Wright & Associates | 0.37% | Reduce -28.6% | 91,502 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.8% | 103,811 | $2.1M |
| Alphadyne Asset Management LP | 0.09% | New | 82,753 | $2.0M |
| Ballentine Partners, LLC | 0.02% | Add +12.4% | 82,093 | $1.9M |
| Myriad Asset Management Advisors LLC | 0.46% | New | 82,080 | $1.9M |
| HRT Financial LP | 0.00% | New | 81,755 | $1.9M |
| Choreo, LLC | 0.02% | Add +5.6% | 81,395 | $1.9M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +5.4% | 80,785 | $1.9M |
| M&T Bank Corp | 0.01% | Add +10.6% | 78,578 | $1.9M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Add +1.5% | 77,486 | $1.8M |
| Smartleaf Asset Management LLC | 0.06% | No change | 76,040 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +28.0% | 76,263 | $1.8M |
| Millennium Management | 0.00% | Reduce -31.5% | 76,206 | $1.8M |
| Sivia Capital Partners, LLC | 0.22% | Add +105.7% | 75,546 | $1.8M |
| Lockheed Martin Investment Management Co. | 0.07% | No change | 73,870 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.17% | Add +3.6% | 73,281 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -14.7% | 70,456 | $1.7M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +1.9% | 70,106 | $1.7M |
| 1832 Asset Management L.P. | 0.00% | Add +16.3% | 67,070 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +0.5% | 66,638 | $1.6M |
| Summit Trail Advisors, LLC | 0.02% | Add +1.4% | 65,517 | $1.5M |
| Integrated Quantitative Investments LLC | 0.25% | Reduce -50.0% | 65,381 | $1.5M |
| New York State Common Retirement Fund | 0.00% | No change | 65,381 | $1.5M |
| Global Retirement Partners, LLC | 0.02% | — | 62,091 | $1.5M |
| Atria Investments, Inc | 0.01% | Add +5.8% | 61,156 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +3.4% | 60,949 | $1.4M |
| Dynasty Wealth Management, LLC | 0.01% | Add +241.5% | 59,684 | $1.4M |
| Mission Wealth Management, LP | 0.02% | Add +11.5% | 59,019 | $1.4M |
| Parallel Advisors, LLC | 0.02% | Add +0.9% | 58,138 | $1.4M |
| William Blair Investment Management, LLC | 0.00% | Reduce -24.2% | 57,660 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.1% | 50,787 | $1.3M |
| AdvisorShares Investments LLC | 0.16% | Reduce -6.7% | 54,800 | $1.3M |
| Walleye Capital LLC | 0.01% | New | 53,857 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Add +28.7% | 52,124 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +5.3% | 51,663 | $1.2M |
| PDS Planning, Inc | 0.07% | Add +0.8% | 50,641 | $1.2M |
| Hantz Financial Services, Inc. | 0.02% | Add +29.4% | 50,386 | $1.2M |
| Savant Capital, LLC | 0.00% | Add +84.0% | 54,021 | $1.2M |
| Summit Financial, LLC | 0.01% | Reduce -0.8% | 48,673 | $1.2M |
| Limestone Investment Advisors LP | 0.57% | No change | 47,905 | $1.1M |
| Storgate, LLC | 0.23% | Add +172.3% | 46,764 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +1.4% | 46,543 | $1.1M |
| Ellevest, Inc. | 0.13% | Add +0.3% | 45,842 | $1.1M |
| Louisbourg Investments Inc. | 0.19% | No change | 44,652 | $1.1M |
| Glenmede Trust Co. NA | 0.00% | Add +1.0% | 44,436 | $1.0M |
| Dakota Wealth Management | 0.02% | Add +16.3% | 44,373 | $1.0M |
| Checchi Capital Advisers, LLC | 0.07% | Reduce -1.9% | 43,997 | $1.0M |
| Versant Capital Management, Inc | 0.09% | Add +1.7% | 43,849 | $1.0M |
| GAMMA Investing LLC | 0.04% | Add +17.4% | 42,429 | $1.0M |
| Arax Advisory Partners | 0.01% | Add +342.6% | 41,927 | $989K |
| Venturi Wealth Management, LLC | 0.04% | Add +14.2% | 41,855 | $987K |
| Themes Management Co LLC | 0.65% | Reduce -14.8% | 41,750 | $984K |
| Syon Capital LLC | 0.04% | Add +5.9% | 41,381 | $976K |
| Flatrock Wealth Partners LLC | 0.38% | Add +1.4% | 40,757 | $973K |
| Jane Street Group, LLC | 0.00% | Reduce -96.7% | 41,214 | $972K |
| Legacy Wealth Asset Management, LLC | 0.21% | Reduce -0.1% | 41,147 | $970K |
| NewEdge Wealth, LLC | 0.01% | Add +33.1% | 39,951 | $942K |
| Pzena Investment Management LLC | 0.00% | Add +14.7% | 37,322 | $880K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -33.4% | 36,691 | $871K |
| Sanctuary Advisors, LLC | 0.00% | Add +67.8% | 36,899 | $870K |
| Abel Hall, LLC | 0.15% | Add +4.6% | 36,491 | $860K |
| Merit Financial Group, LLC | 0.01% | Add +24.6% | 36,244 | $855K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.5% | 35,565 | $839K |
| RNC Capital Management LLC | 0.03% | Reduce -25.0% | 35,379 | $834K |
| Bailard, Inc. | 0.02% | Reduce -3.1% | 35,290 | $832K |
| Cordatus Wealth Management LLC | 0.18% | Add +1.0% | 35,169 | $829K |
| Lido Advisors, LLC | 0.00% | Add +5.2% | 34,708 | $828K |
| Flputnam Investment Management Co. | 0.01% | Add +3.2% | 34,759 | $820K |
| Kathmere Capital Management, LLC | 0.04% | Add +38.9% | 34,301 | $809K |
| Sage Rhino Capital LLC | 0.13% | Add +0.3% | 34,090 | $804K |
| Jefferies Financial Group Inc. | 0.01% | Add +14.1% | 33,526 | $791K |
| Bleakley Financial Group, LLC | 0.01% | Add +35.4% | 32,905 | $776K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -1.3% | 32,865 | $775K |
| Westwood Holdings Group Inc. | 0.01% | Reduce -0.1% | 32,798 | $773K |
| Mather Group, Llc. | 0.01% | No change | 32,661 | $770K |
| Tred Avon Family Wealth, LLC | 0.23% | No change | 31,695 | $747K |
| Lazard Asset Management LLC | 0.00% | Reduce -0.3% | 31,503 | $743K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +3.6% | 30,744 | $725K |
| GeoWealth Management, LLC | 0.02% | Add +59.6% | 30,744 | $725K |
| SmartHarvest Portfolios, LLC | 0.23% | Add +9.9% | 29,776 | $702K |
| Calydon Capital | 0.10% | No change | 29,475 | $695K |
| Gateway Wealth Partners, LLC | 0.04% | Add +1.8% | 29,009 | $684K |
| Schroder Investment Management Group | 0.00% | Add +0.1% | 28,651 | $679K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +1.6% | 28,562 | $673K |
| Jain Global LLC | 0.01% | Reduce -57.4% | 28,102 | $663K |
| GC Wealth Management RIA, LLC | 0.04% | Add +80.4% | 27,793 | $655K |
| Bridgewater Advisors Inc. | 0.04% | Add +1.5% | 25,657 | $648K |
| Burns Matteson Capital Management, LLC | 0.20% | Add +1.1% | 27,310 | $644K |
| Shelton Capital Management | 0.01% | Add +3.7% | 27,125 | $640K |
| Traveka Wealth, LLC | 0.21% | Reduce -0.4% | 26,630 | $628K |
| Channing Global Advisors, LLC | 0.31% | Add +53.1% | 25,513 | $602K |
| Trust Point Inc. | 0.05% | Add +5.5% | 25,437 | $600K |
| Entropy Technologies, LP | 0.02% | Reduce -4.8% | 25,309 | $597K |
| Flow Traders U.S. LLC | 0.02% | New | 25,010 | $590K |
| Frec Markets, Inc. | 0.05% | Add +19.6% | 24,538 | $579K |
| Mgo One Seven LLC | 0.01% | New | 24,507 | $578K |
| Five Oceans Advisors | 0.18% | No change | 24,405 | $575K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.3% | 23,945 | $565K |
| Evolve Private Wealth, LLC | 0.03% | Add +10.4% | 23,919 | $564K |
| Drive Wealth Management, LLC | 0.10% | Add +8.0% | 23,514 | $561K |
| EntryPoint Capital, LLC | 0.14% | Add +89.1% | 23,684 | $558K |
| EP Wealth Advisors, LLC | 0.00% | Add +22.7% | 23,250 | $548K |
| Seeds Investor LLC | 0.06% | Add +1.5% | 23,155 | $546K |
| Engineers Gate Manager LP | 0.01% | New | 22,540 | $531K |
| Aprio Wealth Management, LLC | 0.03% | Add +14.5% | 22,214 | $524K |
| Net Worth Advisory Group | 0.13% | Reduce -2.8% | 22,213 | $524K |
| Valeo Financial Advisors, LLC | 0.01% | Add +24.2% | 22,193 | $523K |
| 55 North Private Wealth, LLC | 0.10% | Add +77.4% | 21,764 | $513K |
| Basecamp Wealth Advisors LLC | 0.10% | No change | 21,689 | $511K |
| West Family Investments, Inc. | 0.14% | Add +16.1% | 21,215 | $500K |
| J.Safra Asset Management Corp | 0.02% | Add +6.3% | 20,702 | $488K |
| 71 West Capital Partners | 0.02% | Add +64.3% | 20,397 | $481K |
| Personal Cfo Solutions, LLC | 0.07% | Add +1.5% | 20,073 | $479K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +3.9% | 20,141 | $475K |
| Ewa, LLC | 0.09% | Reduce -7.7% | 20,065 | $473K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.1% | 19,886 | $469K |
| Gallacher Capital Management LLC | 0.26% | Reduce -43.1% | 19,713 | $465K |
| Optas, LLC | 0.06% | Add +4.4% | 19,385 | $457K |
| Brighton Jones LLC | 0.01% | Add +8.6% | 19,175 | $452K |
| Abacus Wealth Partners, LLC | 0.05% | Reduce -69.4% | 18,878 | $445K |
| Atlas Capital Advisors Inc. | 0.05% | Add +64.4% | 18,547 | $437K |
| Xponance LLC | 0.00% | New | 18,336 | $432K |
| New Republic Capital, LLC | 0.10% | Add +0.9% | 18,146 | $428K |
| Modern Wealth Management, LLC | 0.01% | Add +12.2% | 18,002 | $424K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -28.2% | 17,975 | $424K |
| Greenspring Advisors, LLC | 0.02% | Add +3.8% | 17,783 | $419K |
| Independent Advisor Alliance | 0.01% | Add +18.3% | 17,674 | $417K |
| Ascent Group, LLC | 0.01% | Add +22.9% | 17,432 | $411K |
| Sterling Capital Management LLC | 0.01% | Add +1.4% | 17,360 | $409K |
| Sowell Financial Services LLC | 0.01% | Reduce -4.7% | 17,025 | $401K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.5% | 16,803 | $396K |
| Blue Trust, Inc. | 0.00% | Reduce -0.1% | 16,666 | $393K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.9% | 16,388 | $386K |
| Graham Capital Management, L.P. | 0.01% | New | 16,039 | $378K |
| Empowered Funds, LLC | 0.00% | New | 15,802 | $373K |
| UMB Bank, n.a. | 0.00% | Reduce -2.6% | 15,504 | $366K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -6.2% | 15,476 | $365K |
| Athena Wealth Management, LLC | 0.27% | Add +10.6% | 15,378 | $363K |
| Anchyra Partners LLC | 0.09% | Add +5.9% | 15,174 | $358K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +1.5% | 15,076 | $355K |
| Mattson Financial Services, LLC | 0.07% | Add +1.9% | 13,694 | $354K |
| Riversedge Advisors, LLC | 0.05% | Add +42.4% | 14,936 | $352K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -50.0% | 14,799 | $349K |
| Choate Investment Advisors | 0.01% | No change | 14,642 | $345K |
| Canopy Partners, LLC | 0.10% | Add +7.1% | 14,626 | $345K |
| Csenge Advisory Group | 0.01% | Add +3.6% | 14,522 | $342K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -0.2% | 14,257 | $336K |
| State Street Corp. | 0.00% | No change | 13,954 | $333K |
| Acorn Creek Capital LLC | 0.11% | Add +0.2% | 14,059 | $332K |
| BSW Wealth Partners | 0.04% | Reduce -1.3% | 13,993 | $330K |
| Cromwell Holdings LLC | 0.15% | No change | 13,841 | $330K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.3% | 13,764 | $328K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +98.4% | 13,845 | $326K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +15.3% | 13,845 | $326K |
| Victory Capital Management Inc. | 0.00% | New | 13,611 | $321K |
| MAI Capital Management | 0.00% | Add +47.0% | 13,484 | $320K |
| Intergy Private Wealth, LLC | 0.07% | Add +5.3% | 13,304 | $314K |
| Fund Advisors of America Inc | 0.28% | Add +3.1% | 13,299 | $314K |
| Apollon Wealth Management, LLC | 0.00% | Add +12.3% | 13,223 | $312K |
| Wedmont Private Capital | 0.01% | Reduce -14.8% | 12,111 | $312K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -87.9% | 13,124 | $309K |
| Brown Financial Advisors | 0.10% | Reduce -0.5% | 12,577 | $297K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.3% | 12,451 | $294K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +266.1% | 12,438 | $293K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -62.3% | 12,385 | $292K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 12,285 | $290K |
| Pure Financial Advisors, LLC | 0.00% | New | 12,223 | $288K |
| Keebeck Wealth Management | 0.03% | New | 12,176 | $288K |
| Syverson Strege & Co | 0.06% | Reduce -0.3% | 11,989 | $283K |
| Keel Point, LLC | 0.02% | Add +16.5% | 11,952 | $282K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 11,877 | $280K |
| Angeles Wealth Management, LLC | 0.01% | Add +9.1% | 11,349 | $270K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 11,407 | $269K |
| HUB Investment Partners, LLC | 0.00% | New | 11,279 | $266K |
| Tranquilli Financial Advisor LLC | 0.14% | Add +3.3% | 11,256 | $265K |
| Perigon Wealth Management, LLC | 0.00% | New | 11,218 | $265K |
| Brucke Financial, Inc. | 0.12% | Reduce -2.9% | 11,215 | $264K |
| Yousif Capital Management, LLC | 0.00% | Reduce -79.8% | 10,957 | $258K |
| NewEdge Advisors, LLC | 0.00% | Add +1036.6% | 10,911 | $257K |
| Werba Rubin Papier Wealth Management | 0.03% | Reduce -1.1% | 10,832 | $255K |
| Xxi Wealth, LLC | 0.12% | Add +6.9% | 10,804 | $255K |
| World Investment Advisors | 0.00% | Reduce -10.7% | 12,066 | $248K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.01% | Reduce -49.5% | 10,009 | $236K |
| Rehmann Capital Advisory Group | 0.01% | New | 9,546 | $225K |
| May Hill Capital, LLC | 0.05% | New | 9,539 | $225K |
| Clearstead Advisors, LLC | 0.00% | Reduce -50.0% | 9,424 | $222K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -23.1% | 9,240 | $218K |
| Brown Advisory Inc. | 0.00% | Reduce -51.4% | 9,161 | $216K |
| LVW Advisors, LLC | 0.02% | New | 9,132 | $215K |
| Pallas Capital Advisors LLC | 0.01% | New | 9,017 | $213K |
| Earned Wealth Advisors, LLC | 0.01% | Reduce -39.2% | 8,907 | $210K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.07% | New | 8,827 | $208K |
| E Fund Management Co., Ltd. | 0.00% | New | 8,827 | $208K |
| Brown Brothers Harriman & Co. | 0.00% | Add +52.1% | 8,745 | $206K |
| V-Square Quantitative Management LLC | 0.02% | Add +13.1% | 8,709 | $205K |
| Wrapmanager Inc. | 0.06% | New | 8,613 | $203K |
| Fiduciary Financial Group, LLC | 0.02% | New | 8,577 | $202K |
| Klingman & Associates, LLC | 0.01% | New | 8,566 | $202K |
| Bruce G. Allen Investments, LLC | 0.13% | Add +1.1% | 8,546 | $202K |
| Allworth Financial LP | 0.00% | Reduce -5.9% | 7,238 | $171K |
| Quantbot Technologies LP | 0.01% | Reduce -72.1% | 5,974 | $141K |
| Barclays PLC | 0.00% | Add +44.3% | 5,823 | $137K |
| Ares Financial Consulting, LLC | 0.10% | No change | 5,767 | $136K |
| Parkside Financial Bank & Trust | 0.01% | Add +3.1% | 5,190 | $122K |
| Elequin Capital, LP | 0.02% | New | 5,105 | $120K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.2% | 4,958 | $117K |
| Richardson Financial Services Inc. | 0.06% | Add +10.6% | 4,246 | $100K |
| Te Ahumairangi Investment Management Ltd | 0.02% | No change | 4,216 | $99K |
| Fifth Third Bancorp | 0.00% | Reduce -4.5% | 4,052 | $96K |
| Owl Creek Wealth Partners LLC | 0.03% | Reduce -1.1% | 3,989 | $94K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 3,827 | $90K |
| Cape Investment Advisory, Inc. | 0.02% | New | 3,819 | $90K |
| Manchester Capital Management LLC | 0.01% | No change | 3,752 | $88K |
| Huntington National Bank | 0.00% | Add +20.9% | 3,727 | $88K |
| Salomon & Ludwin, LLC | 0.01% | Add +70.1% | 3,421 | $82K |
| Whittier Trust Co. | 0.00% | New | 2,945 | $75K |
| Bessemer Group Inc. | 0.00% | Add +0.8% | 3,169 | $75K |
| True Wealth Design, LLC | 0.02% | Add +28.6% | 2,925 | $69K |
| Rothschild Investment LLC | 0.00% | Add +46.9% | 2,858 | $67K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.0% | 2,651 | $63K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2,409 | $57K |
| Lanark Financial, Inc. | 0.00% | Reduce -13.1% | 2,378 | $56K |
| Zions Bancorporation, National Association | 0.00% | No change | 2,336 | $55K |
| Larson Financial Group LLC | 0.00% | Add +37.7% | 2,207 | $52K |
| TD Private Client Wealth LLC | 0.00% | Reduce -18.2% | 2,001 | $47K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -8.0% | 1,737 | $45K |
| IFP Advisors, Inc | 0.00% | No change | 1,626 | $38K |
| Bayban | 0.03% | No change | 1,532 | $36K |
| GW&K Investment Management, LLC | 0.00% | Add +0.4% | 1,421 | $34K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +4.0% | 1,377 | $32K |
| Essential Partners LLC | 0.01% | Add +23.9% | 1,300 | $31K |
| FWL Investment Management, LLC | 0.01% | Add +294.0% | 1,249 | $29K |
| Continuum Advisory, LLC | 0.00% | New | 1,201 | $28K |
| Aventura Private Wealth, LLC | 0.01% | No change | 1,193 | $28K |
| Private Trust Co. NA | 0.00% | Add +7.3% | 1,187 | $28K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -7.0% | 1,141 | $27K |
| Signature Equity Partners, LLC | 0.01% | Reduce -2.5% | 1,135 | $27K |
| SJS Investment Consulting Inc. | 0.00% | Add +48.4% | 1,116 | $26K |
| Bare Financial Services, Inc | 0.01% | Add +190.7% | 997 | $24K |
| Nisa Investment Advisors, LLC | 0.00% | Add +94.3% | 948 | $22K |
| JPL Wealth Management, LLC | 0.00% | Reduce -30.7% | 937 | $22K |
| Elevation Wealth Partners, LLC | 0.01% | New | 928 | $22K |
| Oakworth Capital, Inc. | 0.00% | No change | 921 | $22K |
| Highline Wealth Partners LLC | 0.00% | Add +3.9% | 902 | $21K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 893 | $21K |
| Capital Analysts, LLC | 0.00% | No change | 882 | $21K |
| SHP Wealth Management | 0.00% | Add +46.1% | 874 | $21K |
| Rossby Financial, LCC | 0.00% | Add +8.5% | 854 | $20K |
| Basepoint Wealth LLC | 0.01% | No change | 818 | $19K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 806 | $19K |
| Raffa Wealth Management, LLC | 0.00% | Add +56.7% | 785 | $19K |
| First Command Advisory Services, Inc. | 0.00% | Add +179.0% | 756 | $18K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 750 | $18K |
| Cheviot Value Management, LLC | 0.00% | No change | 728 | $17K |
| Kilter Group LLC | 0.01% | Add +448.0% | 696 | $16K |
| Financial Consulate, Inc. | 0.00% | Add +112.2% | 694 | $16K |
| Institute for Wealth Management, LLC. | 0.00% | New | 670 | $16K |
| PFS Partners, LLC | 0.01% | No change | 648 | $15K |
| Albion Financial Group | 0.00% | No change | 644 | $15K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 618 | $15K |
| Acumen Wealth Advisors, LLC | 0.00% | No change | 616 | $15K |
| WPG Advisers, LLC | 0.01% | Reduce -1.0% | 580 | $14K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 566 | $13K |
| Synergy Investment Management, LLC | 0.00% | New | 516 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 533 | $13K |
| Principia Wealth Advisory, LLC | 0.01% | Add +7.3% | 511 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -23.6% | 472 | $11K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 470 | $11K |
| Arlington Trust Co LLC | 0.00% | No change | 446 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +28.5% | 433 | $10K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +6.0% | 422 | $10K |
| Triumph Capital Management | 0.00% | Add +10.1% | 393 | $9K |
| NFSG Corp | 0.00% | No change | 393 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 384 | $9K |
| Spire Wealth Management | 0.00% | No change | 377 | $9K |
| JNBA Financial Advisors | 0.00% | Add +292.4% | 361 | $9K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -97.3% | 345 | $8K |
| Manning & Napier Advisors LLC | 0.00% | No change | 337 | $8K |
| LRI Investments, LLC | 0.00% | Add +102.4% | 332 | $8K |
| Retirement Wealth Solutions LLC | 0.00% | Add +22.8% | 313 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 311 | $7K |
| Park Square Financial Group, LLC | 0.06% | Reduce -27.3% | 274 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 271 | $6K |
| Gleason Group, Inc. | 0.00% | New | 265 | $6K |
| Burk Holdings LLC | 0.00% | No change | 255 | $6K |
| MV Capital Management, Inc. | 0.00% | Add +56.5% | 252 | $6K |
| Clean Yield Group | 0.00% | No change | 250 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 250 | $6K |
| American Capital Advisory, LLC | 0.00% | Add +138.5% | 248 | $6K |
| IMA Advisory Services, Inc. | 0.00% | Add +53.1% | 248 | $6K |
| City Holding Co. | 0.00% | No change | 244 | $6K |
| WealthCollab, LLC | 0.00% | No change | 226 | $5K |
| Independence Bank of Kentucky | 0.00% | No change | 225 | $5K |
| Motco | 0.00% | New | 220 | $5K |
| Ameriflex Group, Inc. | 0.00% | New | 212 | $5K |
| Johnson Financial Group, Inc. | 0.00% | No change | 202 | $5K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -83.9% | 174 | $4K |
| Allied Private Wealth LLC | 0.00% | — | 162 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 164 | $4K |
| Crewe Advisors LLC | 0.00% | No change | 159 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 151 | $4K |
| Quent Capital, LLC | 0.00% | New | 150 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | New | 147 | $3K |
| National Bank of Canada | 0.00% | Reduce -53.5% | 134 | $3K |
| Highland Investment Advisors LLC | 0.00% | — | 131 | $3K |
| Smithfield Trust Co | 0.00% | No change | 112 | $3K |
| CX Institutional | 0.00% | No change | 142 | $3K |
| CENTRAL TRUST Co | 0.00% | Add +72.6% | 126 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 125 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 125 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 117 | $3K |
| Archer Investment Corp | 0.00% | No change | 116 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 115 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 106 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +200.0% | 99 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 91 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +175.0% | 88 | $2K |
| Country Trust Bank | 0.00% | No change | 87 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 85 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 79 | $2K |
| Marshall Investment Management, LLC | 0.00% | New | 75 | $2K |
| MidFirst Bank | 0.00% | No change | 74 | $2K |
| Stone House Investment Management, LLC | 0.00% | Add +273.7% | 71 | $2K |
| IFG Advisory, LLC | 0.00% | New | 69 | $2K |
| Dogwood Wealth Management LLC | 0.00% | No change | 67 | $2K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 64 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 62 | $1K |
| Caitlin John, LLC | 0.00% | No change | 59 | $1K |
| Inspire Investing, LLC | 0.00% | Reduce -68.1% | 59 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 58 | $1K |
| Breakwater Investment Management | 0.00% | New | 53 | $1K |
| Monetary Solutions, Ltd | 0.00% | New | 51 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 48 | $1K |
| Silicon Valley Capital Partners | 0.00% | No change | 47 | $1K |
| Asset Dedication, LLC | 0.00% | New | 46 | $1K |
| Abound Wealth Management | 0.00% | No change | 45 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | Reduce -96.5% | 59 | $1K |
| TD Capital Management LLC | 0.00% | No change | 42 | $980 |
| Grove Bank & Trust | 0.00% | New | 40 | $943 |
| Game Plan Financial Advisors, LLC | 0.00% | New | 30 | $707 |
| Mosley Wealth Management | 0.00% | New | 22 | $519 |
| Noble Wealth Management PBC | 0.00% | New | 19 | $448 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 19 | $448 |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 17 | $401 |
| Decker Retirement Planning Inc. | 0.00% | New | 14 | $330 |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 11 | $259 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 6 | $144 |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $47 |
| Trust Co | 0.00% | No change | 1 | $24 |
"% of holder's portfolio" is SMFG's weight in each manager's 13F, not the share of Sumitomo Mitsui-Spons ADR the manager owns.