Sony Group Corp. - SP ADRSONY
13F holders, Q1 2024 (March 31)650holders
5famous investors
$85.74avg. 13F price*
At the end of Q1 2024, 650 institutions reported holding Sony Group Corp. - SP ADR (SONY) in their 13F filings. The largest holders were Primecap Management Co. ($1.9B), Aristotle Capital Management, LLC ($917.3M) and Fisher Asset Management ($584.4M). 5 famous investors held it, including Mario Gabelli (1.2% of GAMCO Investors's portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Tom Gayner (0.1% of Markel Group's portfolio).
- Company
- Sony Group Corp. - SP ADR
- CUSIP
- 835699307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $81.6M |
| Exits | 78 | $318.9M |
Ownership 650 holders
| Primecap Management Co. | 1.39% | Reduce -1.9% | 21,745,283 | $1.9B |
| Aristotle Capital Management, LLC | 1.70% | Reduce -1.9% | 10,698,322 | $917.3M |
| Fisher Asset Management | 0.27% | Add +7.2% | 6,816,466 | $584.4M |
| Bank of America Corp. | 0.04% | Reduce -2.5% | 4,634,085 | $397.3M |
| Morgan Stanley | 0.03% | Add +3.1% | 4,543,556 | $389.6M |
| BlackRock Inc. | 0.01% | Reduce -4.3% | 4,272,586 | $366.3M |
| Fiduciary Management Inc. | 2.24% | Reduce -5.5% | 2,931,082 | $251.3M |
| Mondrian Investment Partners LTD | 3.02% | Add +43.4% | 2,558,527 | $220.0M |
| FMR LLC | 0.01% | Add +1.3% | 1,890,271 | $162.1M |
| Clearbridge Investments, LLC | 0.11% | Add +1.2% | 1,616,928 | $138.6M |
| GAMCO Investors | 1.22% | Reduce -3.3% | 1,405,635 | $120.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +8.9% | 1,394,392 | $119.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +2.0% | 1,371,086 | $117.6M |
| Gabelli Funds LLC | 0.88% | Reduce -5.3% | 1,368,499 | $117.3M |
| Royal Bank of Canada | 0.03% | Add +0.6% | 1,260,205 | $108.0M |
| Northern Trust Corp. | 0.02% | Reduce -1.7% | 1,037,028 | $88.9M |
| Thrivent Financial for Lutherans | 0.16% | Add +5.1% | 916,807 | $78.6M |
| Sei Investments Co. | 0.07% | Add +4.7% | 590,712 | $50.6M |
| Wells Fargo & Company | 0.01% | Add +6.2% | 565,130 | $48.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.2% | 548,502 | $47.0M |
| Macquarie Group Ltd. | 0.05% | Reduce -11.1% | 467,919 | $40.1M |
| Citigroup Inc. | 0.03% | Add +10.3% | 329,590 | $28.3M |
| Minneapolis Portfolio Management Group, LLC | 3.84% | Reduce -4.6% | 328,063 | $28.1M |
| CIBC Private Wealth Group LLC | 0.05% | Reduce -27.3% | 305,991 | $26.4M |
| Natixis Advisors, LLC | 0.06% | Reduce -3.4% | 304,861 | $26.1M |
| Raymond James & Associates | 0.02% | Reduce -3.6% | 299,305 | $25.7M |
| Cardinal Capital Management, Inc. | 1.13% | Add +0.3% | 297,851 | $25.5M |
| Harding Loevner LP | 0.15% | Reduce -87.8% | 278,937 | $23.9M |
| Creative Planning | 0.03% | Reduce -0.3% | 277,235 | $23.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 268,373 | $23.0M |
| Atwood & Palmer Inc. | 1.68% | Add +0.9% | 258,618 | $22.2M |
| Alberta Investment Management Corp | 0.23% | Add +27.9% | 255,760 | $21.9M |
| Invesco Ltd. | 0.00% | Reduce -26.6% | 252,843 | $21.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -29.6% | 251,187 | $21.5M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -22.8% | 245,583 | $21.1M |
| Foresight Global Investors, Inc. | 10.19% | Add +24.9% | 241,318 | $20.7M |
| American Century Companies Inc. | 0.01% | Add +14.0% | 236,778 | $20.3M |
| Todd Asset Management LLC | 0.41% | Add +8.3% | 232,801 | $20.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -47.0% | 222,603 | $19.1M |
| Stifel Financial Corp. | 0.02% | Reduce -8.2% | 219,043 | $18.8M |
| Pictet North America Advisors SA | 2.09% | New | 218,129 | $18.7M |
| Martin Investment Management, LLC | 4.50% | Add +5.7% | 213,620 | $18.3M |
| Walleye Capital LLC | 0.21% | Add +287.2% | 202,726 | $17.4M |
| Manning & Napier Group, LLC | 0.21% | Reduce -3.3% | 200,114 | $17.2M |
| Nixon Capital, LLC | 6.57% | Add +3.3% | 199,119 | $17.1M |
| Silvercrest Asset Management Group LLC | 0.11% | Reduce -0.2% | 181,737 | $15.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -17.9% | 178,525 | $15.3M |
| Avala Global LP | 1.09% | Reduce -59.6% | 173,300 | $14.9M |
| Thornburg Investment Management Inc. | 0.20% | Add +7.8% | 169,503 | $14.5M |
| Cabot Wealth Management Inc. | 1.83% | Add +0.3% | 163,080 | $14.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -22.6% | 161,796 | $13.9M |
| Arnhold LLC | 1.44% | Reduce -1.4% | 158,610 | $13.6M |
| Cambiar Investors LLC | 0.50% | Reduce -8.1% | 157,913 | $13.5M |
| Aperture Investors, LLC | 1.67% | Add +33.4% | 152,161 | $13.0M |
| Beaumont Financial Advisors, LLC | 1.05% | Add +12.3% | 148,457 | $12.7M |
| SouthState Bank Corp | 0.95% | Add +3.1% | 142,892 | $12.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +26.0% | 142,514 | $12.2M |
| Lighthouse Investment Partners, LLC | 0.70% | Reduce -14.3% | 139,142 | $11.9M |
| LMR Partners LLP | 0.43% | Reduce -28.1% | 138,875 | $11.9M |
| Lathrop Investment Management Co. | 2.29% | Add +0.3% | 137,823 | $11.8M |
| Cerity Partners LLC | 0.03% | Add +258.0% | 136,697 | $11.7M |
| Teachers Retirement System of the State of Kentucky | 0.10% | Add +20.9% | 134,700 | $11.5M |
| Lazard Asset Management LLC | 0.01% | Reduce -6.5% | 132,338 | $11.3M |
| Tocqueville Asset Management L.P. | 0.18% | Add +2.7% | 126,120 | $10.8M |
| Harber Asset Management LLC | 2.59% | Reduce -28.0% | 123,001 | $10.5M |
| UBS Group AG | 0.00% | Add +10.3% | 122,292 | $10.5M |
| Abn Amro Investment Solutions | 0.18% | Reduce -6.4% | 120,500 | $10.3M |
| New York State Common Retirement Fund | 0.01% | Add +4.8% | 119,719 | $10.3M |
| LPL Financial LLC | 0.01% | Add +5.5% | 119,365 | $10.2M |
| Susquehanna International Group, LLP | 0.02% | Add +829.0% | 117,508 | $10.1M |
| Bank of Montreal | 0.00% | Reduce -46.6% | 116,893 | $10.1M |
| US Bancorp \de | 0.01% | Reduce -9.4% | 116,308 | $10.0M |
| Handelsbanken Fonder AB | 0.04% | Add +442.4% | 115,000 | $9.9M |
| Henry James International Management Inc. | 2.95% | Add +12.3% | 111,397 | $9.6M |
| Norges Bank | 0.00% | No change | 107,650 | $9.2M |
| Cullen/Frost Bankers, Inc. | 0.14% | Reduce -2.3% | 106,546 | $9.1M |
| Mizuho Markets Americas LLC | 0.24% | New | 103,766 | $8.9M |
| Truist Financial Corp. | 0.01% | Add +0.2% | 101,641 | $8.7M |
| CapWealth Advisors, LLC | 0.96% | Add +0.9% | 99,369 | $8.5M |
| Quinn Opportunity Partners LLC | 0.95% | Reduce -8.4% | 98,322 | $8.4M |
| Assetmark, Inc. | 0.03% | Reduce -0.6% | 95,744 | $8.2M |
| Rock Point Advisors, LLC | 2.43% | Reduce -0.5% | 95,335 | $8.2M |
| Oppenheimer Asset Management Inc. | 0.12% | Reduce -3.0% | 94,009 | $8.1M |
| Twin Tree Management, LP | 0.18% | Add +13.3% | 90,168 | $7.7M |
| Capital Fund Management S.A. | 0.09% | Reduce -38.8% | 86,369 | $7.4M |
| Ethic Inc. | 0.19% | Reduce -28.7% | 85,479 | $7.3M |
| Citadel Advisors | 0.01% | Reduce -13.6% | 85,108 | $7.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.7% | 84,918 | $7.3M |
| Scotia Capital Inc. | 0.04% | Add +0.9% | 84,664 | $7.3M |
| Live Oak Private Wealth LLC | 1.18% | Add +4.9% | 79,826 | $6.8M |
| M&T Bank Corp | 0.02% | Reduce -2.7% | 79,186 | $6.8M |
| Groupama Asset Managment | 0.12% | New | 78,900 | $6.7M |
| Crossmark Global Holdings, Inc. | 0.13% | Reduce -4.2% | 77,321 | $6.6M |
| Cwm, LLC | 0.03% | Reduce -14.4% | 74,401 | $6.4M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +7.7% | 72,705 | $6.2M |
| Pekin Hardy Strauss, Inc. | 0.84% | Reduce -9.8% | 71,129 | $6.1M |
| Qube Research & Technologies Ltd | 0.01% | New | 70,769 | $6.1M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -0.4% | 70,202 | $6.0M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -0.4% | 70,202 | $6.0M |
| Markel Group | 0.06% | No change | 67,000 | $5.7M |
| Mariner, LLC | 0.01% | Add +0.9% | 65,091 | $5.6M |
| Eagle Global Advisors LLC | 0.31% | Add +16.9% | 65,069 | $5.6M |
| Atria Investments, Inc | 0.08% | Reduce -4.8% | 64,657 | $5.5M |
| Renaissance Group LLC | 0.21% | Reduce -0.9% | 63,984 | $5.5M |
| DAVENPORT & Co LLC | 0.03% | Reduce -2.5% | 63,900 | $5.5M |
| Townsquare Capital LLC | 0.08% | Add +10.5% | 62,068 | $5.3M |
| State Street Corp. | 0.00% | Add +2.0% | 61,859 | $5.3M |
| Inlet Private Wealth, LLC | 1.47% | No change | 61,440 | $5.3M |
| Captrust Financial Advisors | 0.02% | Reduce -24.6% | 61,320 | $5.3M |
| QRG Capital Management, Inc. | 0.07% | Reduce -12.1% | 60,338 | $5.2M |
| MML Investors Services, LLC | 0.02% | Reduce -0.9% | 58,944 | $5.1M |
| GTS Securities LLC | 0.13% | Add +1325.3% | 58,110 | $5.0M |
| Pathstone Holdings, LLC | 0.02% | Add +20.6% | 56,853 | $4.9M |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 56,116 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.5% | 55,754 | $4.8M |
| Quantinno Capital Management LP | 0.10% | Add +8.2% | 55,506 | $4.8M |
| Alkeon Capital Management LLC | 0.03% | No change | 55,000 | $4.7M |
| Timber Creek Capital Management LLC | 1.41% | Add +35.6% | 52,428 | $4.5M |
| Corient Private Wealth LP | 0.01% | Reduce -3.2% | 52,311 | $4.5M |
| IMC-Chicago, LLC | 0.15% | New | 50,552 | $4.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +17.2% | 49,540 | $4.2M |
| American Trust Investment Advisors, LLC | 2.02% | Add +0.1% | 49,348 | $4.2M |
| Capital Research Global Investors | 0.00% | Add +0.7% | 49,222 | $4.2M |
| Synovus Financial Corp. | 0.05% | Add +0.6% | 49,164 | $4.2M |
| Park Avenue Securities LLC | 0.05% | Reduce -6.3% | 49,138 | $4.2M |
| Boston Common Asset Management, LLC | 0.10% | Add +11.7% | 48,531 | $4.2M |
| Candriam S.C.A. | 0.03% | Add +39.7% | 48,167 | $4.1M |
| Highland Capital Management, LLC | 0.23% | Reduce -0.9% | 47,581 | $4.1M |
| HighTower Advisors, LLC | 0.01% | Add +1.3% | 46,339 | $4.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.19% | Reduce -0.2% | 45,444 | $3.9M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -5.0% | 45,058 | $3.9M |
| Fifth Third Bancorp | 0.01% | Reduce -1.4% | 43,492 | $3.7M |
| Prosperity Consulting Group, LLC | 0.46% | New | 42,930 | $3.7M |
| Princeton Global Asset Management LLC | 0.86% | Reduce -3.6% | 42,151 | $3.6M |
| Cresset Asset Management, LLC | 0.02% | Add +11.4% | 41,349 | $3.5M |
| Humankind Investments LLC | 0.92% | New | 40,439 | $3.5M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +20.0% | 40,220 | $3.4M |
| Balyasny Asset Management L.P. | 0.01% | New | 39,644 | $3.4M |
| 1832 Asset Management L.P. | 0.01% | Reduce -8.2% | 39,378 | $3.4M |
| Bailard, Inc. | 0.09% | Reduce -49.8% | 39,285 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.3% | 38,626 | $3.3M |
| Foyston, Gordon & Payne Inc | 0.74% | Reduce -1.7% | 35,777 | $3.1M |
| Vontobel Holding Ltd. | 0.02% | Reduce -0.5% | 34,447 | $3.0M |
| Rathbones Group PLC | 0.02% | Reduce -0.0% | 33,817 | $2.9M |
| Amundi | 0.00% | Reduce -79.5% | 35,094 | $2.9M |
| Cetera Investment Advisers | 0.01% | Add +422.9% | 33,495 | $2.9M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 33,100 | $2.8M |
| Delta Capital Management LLC | 1.89% | Add +0.6% | 32,835 | $2.8M |
| Madison Asset Management, LLC | 0.03% | Reduce -2.1% | 32,249 | $2.8M |
| Mill Creek Capital Advisors, LLC | 0.07% | No change | 31,775 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.9% | 30,623 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -29.8% | 30,383 | $2.6M |
| Central Pacific Bank - Trust Division | 0.33% | — | 29,600 | $2.6M |
| Jackson Hole Capital Partners, LLC | 0.57% | Add +3.2% | 29,161 | $2.5M |
| First Personal Financial Services | 0.58% | Add +35.3% | 29,105 | $2.5M |
| Sit Investment Associates Inc. | 0.06% | No change | 28,525 | $2.4M |
| Pitcairn Co. | 0.15% | Add +62.0% | 27,821 | $2.4M |
| Signaturefd, LLC | 0.05% | Add +1.0% | 26,300 | $2.3M |
| Old Mission Capital LLC | 0.06% | New | 26,299 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.2% | 26,176 | $2.2M |
| First Trust Direct Indexing L.P. | 0.16% | Reduce -5.9% | 25,579 | $2.2M |
| Naviter Wealth, LLC | 0.36% | Add +16.4% | 25,505 | $2.2M |
| Earnest Partners LLC | 0.01% | Add +5.7% | 25,363 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +1.7% | 24,573 | $2.1M |
| Columbia Asset Management | 0.42% | No change | 22,075 | $2.1M |
| Cibc World Market Inc. | 0.01% | Add +3.6% | 24,332 | $2.1M |
| Focus Partners Wealth | 0.02% | Add +38.9% | 23,982 | $2.1M |
| Successful Portfolios LLC | 1.40% | Reduce -9.3% | 23,955 | $2.1M |
| Quantbot Technologies LP | 0.12% | New | 23,811 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.4% | 23,802 | $2.0M |
| Skylands Capital, LLC | 0.28% | New | 23,700 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.3% | 23,518 | $2.0M |
| Keybank National Association | 0.01% | Reduce -6.8% | 23,187 | $2.0M |
| Millennium Management | 0.00% | Reduce -91.7% | 22,407 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.6% | 21,882 | $1.9M |
| FORA Capital, LLC | 0.15% | Add +15.9% | 21,625 | $1.9M |
| Boston Partners | 0.00% | Reduce -35.3% | 21,262 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -40.7% | 20,344 | $1.7M |
| Aquatic Capital Management LLC | 0.06% | Reduce -14.5% | 20,100 | $1.7M |
| NewEdge Wealth, LLC | 0.04% | Add +5.5% | 20,475 | $1.7M |
| Greenleaf Trust | 0.02% | Reduce -0.6% | 20,068 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +2.4% | 19,876 | $1.7M |
| Stamos Capital Partners, L.P. | 0.39% | Add +262.4% | 19,790 | $1.7M |
| Blue Square Asset Management, LLC | 1.15% | Add +64.7% | 19,724 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Reduce -63.6% | 19,727 | $1.7M |
| Forum Financial Management, LP | 0.03% | Reduce -0.0% | 19,663 | $1.7M |
| Ritholtz Wealth Management | 0.06% | Add +1.0% | 19,544 | $1.7M |
| Waldron Private Wealth LLC | 0.07% | Add +0.1% | 19,374 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Reduce -0.7% | 19,271 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 18,993 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.9% | 18,399 | $1.6M |
| Scharf Investments, LLC | 0.04% | Add +3.9% | 18,323 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -83.1% | 18,293 | $1.6M |
| Marks Group Wealth Management, Inc | 0.16% | Reduce -3.2% | 18,270 | $1.6M |
| Rhumbline Advisers | 0.00% | Add +6.0% | 17,920 | $1.5M |
| JCIC Asset Management Inc. | 0.63% | Add +0.6% | 17,903 | $1.5M |
| Caprock Group, LLC | 0.09% | Reduce -18.3% | 17,690 | $1.5M |
| Ellevest, Inc. | 0.09% | Reduce -23.1% | 17,648 | $1.5M |
| Stiles Financial Services Inc | 0.60% | Reduce -3.3% | 17,600 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -6.9% | 17,046 | $1.5M |
| Credit Suisse AG/ | 0.00% | New | 16,749 | $1.4M |
| Doliver Advisors, LP | 0.40% | Add +0.1% | 16,647 | $1.4M |
| WCM Investment Management, LLC | 0.00% | Reduce -6.0% | 16,614 | $1.4M |
| Saturna Capital Corp. | 0.02% | No change | 16,600 | $1.4M |
| SOL Capital Management CO | 0.18% | Add +1.1% | 16,475 | $1.4M |
| Walleye Trading LLC | 0.02% | New | 16,119 | $1.4M |
| Hantz Financial Services, Inc. | 0.03% | Add +0.9% | 15,828 | $1.4M |
| Quadrant Capital Group LLC | 0.10% | Reduce -0.8% | 15,413 | $1.3M |
| Credential Qtrade Securities Inc. | 0.07% | Add +16.4% | 15,109 | $1.3M |
| Hanson & Doremus Investment Management | 0.22% | Reduce -6.3% | 14,999 | $1.3M |
| Barden Capital Management, Inc. | 1.24% | Reduce -13.7% | 14,939 | $1.3M |
| 17 Capital Partners, LLC | 0.94% | No change | 14,842 | $1.3M |
| Levin Capital Strategies, L.P. | 0.12% | Add +8.5% | 14,159 | $1.2M |
| Penbrook Management LLC | 0.74% | No change | 14,000 | $1.2M |
| Bourgeon Capital Management LLC | 0.23% | Add +21.3% | 13,690 | $1.2M |
| First Trust Advisors LP | 0.00% | Reduce -6.2% | 13,640 | $1.2M |
| Virtu Financial LLC | 0.09% | Add +251.4% | 13,414 | $1.1M |
| XY Capital Ltd | 0.97% | New | 13,392 | $1.1M |
| BTC Capital Management, Inc. | 0.10% | — | 13,303 | $1.1M |
| Raelipskie Partnership | 0.65% | Add +8.2% | 13,251 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -79.4% | 13,183 | $1.1M |
| SpiderRock Advisors, LLC | 0.04% | — | 12,656 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Reduce -5.6% | 13,109 | $1.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Add +14.8% | 13,060 | $1.1M |
| Qtron Investments LLC | 0.16% | No change | 12,919 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | New | 12,915 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | — | 12,728 | $1.1M |
| Calamos Advisors LLC | 0.01% | Reduce -10.2% | 12,491 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -5.1% | 12,382 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -47.0% | 12,210 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.2% | 12,100 | $1.0M |
| Bray Capital Advisors | 0.26% | No change | 12,090 | $1.0M |
| Whittier Trust Co. | 0.01% | Add +6.9% | 11,972 | $1.0M |
| Principal Securities, Inc. | 0.03% | Reduce -2.4% | 11,882 | $1.0M |
| XTX Topco Ltd | 0.14% | New | 11,881 | $1.0M |
| Wealth Alliance, LLC | 0.13% | Reduce -4.7% | 11,836 | $1.0M |
| Credit Agricole S A | 0.02% | Add +185.6% | 12,310 | $1.0M |
| Capital Wealth Planning, LLC | 0.01% | Reduce -14.1% | 11,735 | $1.0M |
| Penserra Capital Management LLC | 0.01% | Reduce -14.1% | 11,735 | $1.0M |
| Intrust Bank NA | 0.11% | Reduce -3.5% | 11,462 | $983K |
| Americana Partners, LLC | 0.08% | Add +4.9% | 11,430 | $980K |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.5% | 11,428 | $980K |
| Lake Street Advisors Group, LLC | 0.05% | Reduce -7.2% | 11,374 | $975K |
| Moors & Cabot, Inc. | 0.05% | Reduce -6.6% | 11,125 | $954K |
| S&co Inc. | 0.07% | No change | 11,000 | $943K |
| Banco Santander, S.A. | 0.01% | Reduce -31.1% | 10,820 | $928K |
| Ballentine Partners, LLC | 0.02% | Add +18.8% | 10,787 | $925K |
| Opes Wealth Management LLC | 0.21% | No change | 10,582 | $907K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.8% | 10,228 | $877K |
| TD Private Client Wealth LLC | 0.03% | Add +7.5% | 10,172 | $872K |
| Glenmede Trust Co. NA | 0.00% | Add +2.6% | 10,172 | $872K |
| Guggenheim Capital LLC | 0.01% | Add +3.0% | 10,026 | $860K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +51.9% | 10,347 | $853K |
| Grassi Investment Management | 0.08% | No change | 9,900 | $849K |
| Marshall Wace, LLP | 0.00% | New | 9,871 | $846K |
| Raymond James Trust N.A. | 0.02% | Reduce -0.0% | 9,548 | $819K |
| Regions Financial Corp. | 0.01% | Add +56.3% | 9,395 | $806K |
| NewEdge Advisors, LLC | 0.01% | Add +15.2% | 9,382 | $804K |
| Heritage Wealth Management, LLC | 0.41% | Reduce -3.3% | 9,361 | $803K |
| Snowden Capital Advisors LLC | 0.03% | Add +1.9% | 9,358 | $802K |
| Advisory Resource Group | 0.18% | Add +28.3% | 9,241 | $792K |
| Schechter Investment Advisors, LLC | 0.06% | Add +5.7% | 9,241 | $792K |
| Brown Advisory Inc. | 0.00% | Reduce -5.2% | 9,141 | $784K |
| Belpointe Asset Management LLC | 0.06% | New | 9,137 | $783K |
| Bleakley Financial Group, LLC | 0.02% | Add +26.7% | 9,094 | $780K |
| Simplicity Wealth,LLC | 0.02% | New | 9,067 | $777K |
| Deuterium Capital Management, LLC | 1.38% | New | 9,000 | $772K |
| Blueshift Asset Management, LLC | 0.40% | New | 8,952 | $768K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.13% | Reduce -32.0% | 8,930 | $766K |
| Vise Technologies, Inc. | 0.15% | Reduce -2.5% | 8,882 | $762K |
| Clarius Group, LLC | 0.05% | Reduce -6.0% | 8,814 | $756K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -17.6% | 8,532 | $732K |
| Absher Wealth Management, LLC | 0.10% | Reduce -5.1% | 8,497 | $729K |
| Dynasty Wealth Management, LLC | 0.02% | — | 8,483 | $727K |
| Advisors Asset Management, Inc. | 0.01% | Add +20.1% | 8,311 | $713K |
| V-Square Quantitative Management LLC | 0.10% | No change | 8,292 | $712K |
| Confluence Investment Management LLC | 0.01% | Add +2.3% | 8,293 | $711K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.1% | 8,254 | $708K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.4% | 8,200 | $703K |
| Wedbush Securities Inc. | 0.03% | Add +233.8% | 8,187 | $702K |
| Hancock Whitney Corp. | 0.02% | Add +4.4% | 7,990 | $685K |
| HSBC Holdings PLC | 0.00% | Add +118.0% | 7,977 | $684K |
| Compound Planning, Inc. | 0.06% | Add +10.8% | 7,941 | $681K |
| Portside Wealth Group, LLC | 0.13% | Add +2.7% | 7,926 | $680K |
| Lester Murray Antman dba SimplyRich | 0.22% | Reduce -4.1% | 7,812 | $670K |
| Procyon Advisors, LLC | 0.05% | Reduce -1.0% | 7,733 | $663K |
| Evergreen Capital Management LLC | 0.03% | Reduce -1.3% | 7,728 | $663K |
| EP Wealth Advisors, LLC | 0.01% | Add +3.4% | 7,723 | $662K |
| MAI Capital Management | 0.01% | Add +8.4% | 7,711 | $661K |
| Exchange Traded Concepts, LLC | 0.02% | Add +29.6% | 7,697 | $660K |
| Nuveen Asset Management, LLC | 0.00% | No change | 7,558 | $650K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.2% | 7,454 | $639K |
| Pacific Global Investment Management Co. | 0.12% | Reduce -10.7% | 7,445 | $638K |
| Aaron Wealth Advisors LLC | 0.09% | Add +22.4% | 7,281 | $624K |
| Toronto Dominion Bank | 0.00% | Add +3.3% | 7,276 | $624K |
| Y.D. More Investments Ltd | 0.11% | Add +22.6% | 7,213 | $618K |
| BKM Wealth Management, LLC | 0.26% | Add +19.8% | 7,155 | $613K |
| Baker Tilly Wealth Management, LLC | 0.11% | Add +2.2% | 6,891 | $591K |
| Ovata Capital Management Ltd | 0.31% | Add +37.1% | 6,855 | $588K |
| Rovida Advisors Inc. | 0.20% | New | 6,800 | $583K |
| Riverwater Partners LLC | 0.43% | Reduce -3.6% | 6,790 | $582K |
| Mitchell & Pahl Private Wealth, LLC | 0.30% | Add +8.7% | 6,721 | $576K |
| One Wealth Advisors, LLC | 0.10% | Add +26.4% | 6,721 | $576K |
| Parallel Advisors, LLC | 0.02% | Add +4.5% | 6,618 | $567K |
| Independent Advisor Alliance | 0.02% | Reduce -6.6% | 6,482 | $556K |
| Five Oceans Advisors | 0.28% | No change | 6,374 | $547K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -5.4% | 6,306 | $541K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,271 | $538K |
| Angeles Investment Advisors, LLC | 0.03% | Add +7.1% | 6,232 | $534K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Add +0.2% | 6,185 | $530K |
| SVB Wealth LLC | 0.01% | Reduce -42.4% | 6,148 | $527K |
| Arden Trust Co | 0.07% | Reduce -15.9% | 6,134 | $526K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.8% | 6,082 | $521K |
| Summit Trail Advisors, LLC | 0.01% | Add +22.2% | 6,051 | $519K |
| Gibbs Wealth Management | 0.30% | — | 6,041 | $518K |
| Menora Mivtachim Holdings LTD. | 0.00% | Reduce -99.5% | 6,000 | $514K |
| DMC Group, LLC | 0.44% | Add +0.8% | 5,943 | $510K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -21.7% | 5,927 | $508K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.9% | 5,898 | $506K |
| BNP Paribas Financial Markets | 0.00% | Reduce -23.1% | 5,874 | $504K |
| New England Research & Management, Inc. | 0.25% | Reduce -1.7% | 5,850 | $502K |
| Valeo Financial Advisors, LLC | 0.02% | Add +4.7% | 6,024 | $498K |
| CIBC Asset Management Inc | 0.00% | No change | 5,780 | $496K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -15.3% | 5,807 | $492K |
| Personal Cfo Solutions, LLC | 0.08% | Add +1.6% | 5,668 | $486K |
| Checchi Capital Advisers, LLC | 0.04% | Reduce -13.0% | 5,663 | $486K |
| Legacy Financial Advisors, Inc. | 0.09% | Reduce -5.6% | 5,538 | $475K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.4% | 5,486 | $470K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -3.6% | 5,475 | $469K |
| Headlands Technologies LLC | 0.11% | New | 5,421 | $465K |
| Janus Henderson Group PLC | 0.00% | Add +28.6% | 5,403 | $463K |
| Mgo One Seven LLC | 0.02% | Reduce -27.7% | 5,334 | $457K |
| Keel Point, LLC | 0.05% | Add +3.1% | 5,191 | $445K |
| Inscription Capital, LLC | 0.07% | New | 5,188 | $445K |
| BigSur Wealth Management LLC | 0.14% | New | 5,185 | $445K |
| PDS Planning, Inc | 0.05% | Reduce -17.3% | 5,155 | $442K |
| Clearstead Advisors, LLC | 0.02% | Reduce -2.1% | 5,791 | $441K |
| Lido Advisors, LLC | 0.00% | Add +13.9% | 5,129 | $440K |
| Ieq Capital, LLC | 0.01% | Add +0.9% | 5,039 | $432K |
| Eagle Asset Management Inc. | 0.00% | Reduce -2.8% | 4,956 | $427K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -47.1% | 4,945 | $424K |
| Norden Group LLC | 0.09% | Add +122.1% | 4,922 | $422K |
| Sage Rhino Capital LLC | 0.10% | Add +1.8% | 4,896 | $420K |
| Twelve Points Wealth Management LLC | 0.15% | Reduce -1.9% | 4,870 | $418K |
| Key Financial Inc | 0.11% | Reduce -8.8% | 4,853 | $416K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +130.5% | 4,852 | $416K |
| West Family Investments, Inc. | 0.13% | No change | 4,799 | $411K |
| MQS Management LLC | 0.23% | New | 4,763 | $408K |
| Schroder Investment Management Group | 0.00% | Reduce -17.3% | 4,741 | $406K |
| Everpar Advisors LLC | 0.25% | Reduce -50.9% | 4,701 | $403K |
| Seed Wealth Management, Inc. | 0.38% | Reduce -1.0% | 4,655 | $401K |
| FourThought Financial Partners, LLC | 0.05% | Add +36.3% | 4,675 | $401K |
| Fiduciary Trust Co | 0.01% | Add +23.7% | 4,647 | $398K |
| GAMMA Investing LLC | 0.08% | Add +7.2% | 4,604 | $395K |
| Blair William & Co. | 0.00% | Reduce -63.8% | 4,591 | $394K |
| Mission Wealth Management, LP | 0.01% | Reduce -46.4% | 4,549 | $390K |
| Hilltop Holdings Inc. | 0.04% | Reduce -8.3% | 4,522 | $388K |
| Stephens Inc. | 0.01% | Add +1.9% | 4,514 | $387K |
| Axq Capital, LP | 0.09% | Add +56.1% | 4,500 | $386K |
| First Foundation Advisors | 0.02% | Reduce -20.9% | 4,447 | $381K |
| Callan Capital, LLC | 0.03% | Add +60.4% | 4,434 | $380K |
| London Co. of Virginia | 0.00% | No change | 4,400 | $377K |
| Legacy Capital Group California, Inc. | 0.14% | Reduce -7.5% | 4,352 | $373K |
| Fox Run Management, L.L.C. | 0.08% | New | 4,350 | $373K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.2% | 4,335 | $372K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 4,290 | $368K |
| Engineers Gate Manager LP | 0.01% | New | 4,285 | $367K |
| Fosun International Ltd | 0.11% | No change | 4,250 | $364K |
| FDx Advisors, Inc. | 0.06% | Reduce -57.7% | 4,232 | $363K |
| Lindbrook Capital, LLC | 0.03% | Reduce -18.7% | 4,139 | $355K |
| Optas, LLC | 0.10% | Reduce -24.6% | 4,128 | $354K |
| Flputnam Investment Management Co. | 0.01% | New | 4,120 | $353K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -13.6% | 4,058 | $348K |
| National Bank of Canada | 0.00% | Reduce -91.3% | 4,487 | $347K |
| Fca Corp. | 0.11% | No change | 4,000 | $343K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.3% | 3,992 | $342K |
| Henshaw Capital LLC | 0.02% | No change | 3,981 | $341K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -11.1% | 3,961 | $340K |
| Integrated Advisors Network LLC | 0.02% | Add +15.6% | 3,923 | $336K |
| Brighton Jones LLC | 0.01% | Add +4.2% | 3,900 | $334K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.0% | 3,889 | $333K |
| Aspen Grove Capital, LLC | 0.09% | No change | 3,871 | $332K |
| First Horizon Advisors, Inc. | 0.01% | Add +2.0% | 3,836 | $329K |
| Farther Finance Advisors, LLC | 0.02% | Add +8.8% | 3,706 | $319K |
| Blue Barn Wealth, LLC | 0.18% | Reduce -4.0% | 3,713 | $318K |
| Avior Wealth Management, LLC | 0.01% | Add +1619.0% | 3,713 | $318K |
| UMB Bank, n.a. | 0.01% | Reduce -0.6% | 3,703 | $317K |
| Gsa Capital Partners LLP | 0.03% | New | 3,687 | $316K |
| Itau Unibanco Holding S.A. | 0.01% | Add +48.4% | 3,642 | $312K |
| Franklin Street Advisors Inc. | 0.02% | No change | 3,612 | $310K |
| Barometer Capital Management Inc. | 0.08% | Add +186.1% | 3,719 | $307K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -10.3% | 3,529 | $303K |
| Prospera Financial Services Inc | 0.01% | Reduce -39.1% | 3,489 | $299K |
| Aveo Capital Partners, LLC | 0.03% | New | 3,529 | $298K |
| Searle & Co. | 0.08% | No change | 3,460 | $297K |
| 180 Wealth Advisors, LLC | 0.05% | Add +0.8% | 3,436 | $295K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -4.2% | 3,434 | $294K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +5.9% | 3,418 | $293K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -1.9% | 3,322 | $285K |
| FirstPurpose Wealth LLC | 0.10% | Add +1.7% | 3,356 | $282K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -22.1% | 3,291 | $282K |
| Phoenix Financial Ltd. | 0.00% | Reduce -90.9% | 3,292 | $281K |
| Gallacher Capital Management LLC | 0.14% | Add +2.6% | 3,274 | $281K |
| FFT Wealth Management LLC | 0.02% | Add +13.9% | 3,271 | $280K |
| Cetera Trust Company, N.A | 0.17% | Add +4.0% | 3,265 | $280K |
| Lincoln National Corp. | 0.00% | Reduce -0.3% | 3,253 | $279K |
| Argonautica Private Wealth Management, Inc. | 0.10% | Reduce -8.9% | 3,249 | $279K |
| Coldstream Capital Management Inc. | 0.01% | Add +3.4% | 3,242 | $278K |
| Dearborn Partners LLC | 0.01% | Add +2.4% | 3,136 | $269K |
| Sivia Capital Partners, LLC | 0.18% | Reduce -0.6% | 3,091 | $265K |
| Dakota Wealth Management | 0.01% | Reduce -16.6% | 3,083 | $264K |
| Resonant Capital Advisors, LLC | 0.02% | Add +7.8% | 3,070 | $263K |
| Financial Advocates Investment Management | 0.02% | Reduce -4.3% | 3,054 | $262K |
| Deltec Asset Management LLC | 0.05% | Reduce -25.0% | 3,000 | $257K |
| Narwhal Capital Management | 0.03% | No change | 3,000 | $257K |
| Park Place Capital Corp | 0.09% | Reduce -40.7% | 2,976 | $255K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +21.4% | 2,961 | $254K |
| Summit Global Investments | 0.02% | New | 2,924 | $251K |
| Perigon Wealth Management, LLC | 0.01% | Add +17.3% | 2,918 | $250K |
| Mosaic Financial Group, LLC | 0.20% | — | 2,900 | $249K |
| Harrington Investments, INC | 0.14% | No change | 2,889 | $248K |
| Bridgefront Capital, LLC | 0.19% | New | 2,884 | $247K |
| Anchor Investment Management, LLC | 0.03% | No change | 2,875 | $247K |
| Renasant Bank | 0.17% | Reduce -1.3% | 2,810 | $241K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +0.7% | 2,772 | $238K |
| Wilkinson Global Asset Management LLC | 0.01% | New | 2,730 | $234K |
| Richelieu Gestion SA | 0.24% | Reduce -26.8% | 2,726 | $234K |
| Beverly Hills Private Wealth, LLC | 0.05% | New | 2,726 | $234K |
| Traveka Wealth, LLC | 0.11% | Add +2.7% | 2,704 | $232K |
| Baron Wealth Management LLC | 0.12% | No change | 2,702 | $232K |
| Fiera Capital Corp | 0.00% | Add +7.7% | 2,691 | $231K |
| Douglass Winthrop Advisors, LLC | 0.00% | New | 2,690 | $231K |
| Portland Global Advisors LLC | 0.03% | No change | 2,646 | $227K |
| Strategic Investment Advisors / MI | 0.03% | Add +5.3% | 2,641 | $226K |
| Boston Financial Mangement LLC | 0.01% | No change | 2,640 | $226K |
| Alliancebernstein L.P. | 0.00% | New | 2,599 | $223K |
| OneAscent Financial Services LLC | 0.02% | Add +0.5% | 2,592 | $222K |
| Chicago Capital, LLC | 0.01% | Reduce -14.9% | 2,549 | $219K |
| Axxcess Wealth Management, LLC | 0.01% | Add +4.1% | 2,544 | $218K |
| Financial Counselors Inc. | 0.00% | Reduce -8.7% | 2,485 | $213K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -0.0% | 2,475 | $212K |
| Beach Investment Counsel Inc. | 0.03% | No change | 2,225 | $211K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.5% | 2,460 | $211K |
| HighPoint Advisor Group LLC | 0.01% | Add +5.6% | 2,754 | $210K |
| One Wealth Management Investment & Advisory Services, LLC | 0.09% | New | 2,434 | $209K |
| Balentine LLC | 0.01% | Add +0.2% | 2,430 | $208K |
| Seascape Capital Management | 0.08% | Reduce -91.9% | 2,422 | $208K |
| Sage Mountain Advisors LLC | 0.02% | Add +0.2% | 2,420 | $207K |
| HB Wealth Management, LLC | 0.00% | New | 2,390 | $205K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -0.9% | 2,389 | $205K |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0.14% | Reduce -89.3% | 2,388 | $205K |
| Barclays PLC | 0.00% | Reduce -10.5% | 2,315 | $198K |
| Altshuler Shaham Ltd | 0.01% | Reduce -46.5% | 2,300 | $197K |
| Manchester Capital Management LLC | 0.02% | Add +1.8% | 2,295 | $197K |
| Addison Advisors LLC | 0.06% | Add +2.3% | 2,146 | $184K |
| Crewe Advisors LLC | 0.02% | New | 2,126 | $182K |
| Arlington Trust Co LLC | 0.04% | No change | 2,034 | $174K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -15.5% | 2,012 | $170K |
| Leonteq Securities AG | 0.02% | Add +110.5% | 1,977 | $170K |
| Contravisory Investment Management, Inc. | 0.04% | Reduce -0.7% | 1,966 | $169K |
| Allworth Financial LP | 0.00% | Add +22.9% | 1,941 | $166K |
| Allianz SE | 0.01% | — | 9,500 | $163K |
| Rosenberg Matthew Hamilton | 0.04% | Add +2.9% | 1,731 | $149K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.2% | 1,718 | $147K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -0.5% | 1,705 | $146K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.8% | 1,663 | $143K |
| Group One Trading LLC | 0.00% | Reduce -92.4% | 1,620 | $139K |
| Bruce G. Allen Investments, LLC | 0.11% | Add +3.8% | 1,612 | $138K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +9.6% | 1,662 | $137K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,415 | $121K |
| Larson Financial Group LLC | 0.01% | Add +4878.6% | 1,394 | $120K |
| Investors Research Corp | 0.03% | No change | 1,364 | $117K |
| Grove Bank & Trust | 0.02% | Add +1.2% | 1,359 | $117K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +386.2% | 1,337 | $115K |
| Chesapeake Asset Management LLC | 0.11% | No change | 1,233 | $106K |
| Deutsche Bank AG | 0.00% | Add +5.7% | 1,182 | $101K |
| Mather Group, Llc. | 0.00% | New | 1,053 | $100K |
| Maj Invest Holding A/S | 0.00% | No change | 1,100 | $94K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -5.1% | 1,080 | $92K |
| American National Bank & Trust | 0.01% | No change | 1,053 | $90K |
| Register Financial Advisors LLC | 0.05% | New | 1,044 | $90K |
| Rothschild Investment LLC | 0.01% | Add +4.8% | 1,028 | $88K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 990 | $85K |
| Blue Trust, Inc. | 0.00% | Reduce -48.3% | 907 | $78K |
| Compass Wealth Management LLC | 0.02% | New | 900 | $77K |
| Towne Trust Company, N.A | 0.03% | New | 880 | $75K |
| Huntington National Bank | 0.00% | Add +20.8% | 864 | $74K |
| Continuum Advisory, LLC | 0.01% | New | 927 | $72K |
| Nemes Rush Group LLC | 0.01% | No change | 837 | $72K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -32.5% | 806 | $70K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -37.3% | 813 | $70K |
| SYSTM Wealth Solutions LLC | 0.01% | No change | 812 | $70K |
| Castleview Partners, LLC | 0.04% | Reduce -0.5% | 799 | $69K |
| IFP Advisors, Inc | 0.00% | Add +7.6% | 790 | $68K |
| Arax Advisory Partners | 0.01% | Add +1.7% | 774 | $66K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -1.7% | 769 | $66K |
| Hollencrest Capital Management | 0.00% | Reduce -76.3% | 762 | $65K |
| Hexagon Capital Partners LLC | 0.01% | Add +20.6% | 749 | $64K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.6% | 747 | $64K |
| Hilltop National Bank | 0.02% | — | 736 | $63K |
| Bessemer Group Inc. | 0.00% | Reduce -86.5% | 712 | $61K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -14.3% | 674 | $58K |
| Private Trust Co. NA | 0.01% | Reduce -2.1% | 636 | $55K |
| Pin Oak Investment Advisors Inc. | 0.05% | No change | 624 | $54K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -44.9% | 580 | $50K |
| Lanark Financial, Inc. | 0.00% | Reduce -2.4% | 572 | $49K |
| Colonial Trust Co / SC | 0.01% | Reduce -0.2% | 557 | $48K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 544 | $47K |
| Horizon Investments, LLC | 0.00% | New | 524 | $45K |
| First Manhattan Co. Llc. | 0.00% | No change | 512 | $44K |
| Vestor Capital, LLC | 0.00% | No change | 500 | $43K |
| Kelly Financial Services LLC | 0.02% | No change | 500 | $43K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 479 | $41K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 414 | $35K |
| Founders Capital Management | 0.02% | No change | 401 | $34K |
| CoreCap Advisors, LLC | 0.00% | New | 390 | $33K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.9% | 389 | $33K |
| Harbour Investments, Inc. | 0.00% | Add +2.2% | 376 | $32K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 362 | $31K |
| Rise Advisors, LLC | 0.02% | Add +259.2% | 352 | $30K |
| Sunbelt Securities, Inc. | 0.00% | New | 333 | $29K |
| Fortitude Family Office, LLC | 0.02% | No change | 331 | $28K |
| Colonial Trust Advisors | 0.00% | No change | 312 | $27K |
| Operose Advisors LLC | 0.01% | No change | 304 | $26K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 300 | $26K |
| Planning Capital Management Corp | 0.02% | No change | 288 | $25K |
| CVA Family Office, LLC | 0.00% | No change | 285 | $24K |
| Avalon Trust Co | 0.00% | No change | 250 | $21K |
| General Partner, Inc. | 0.01% | New | 249 | $21K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 248 | $21K |
| Silicon Valley Capital Partners | 0.00% | No change | 231 | $20K |
| Federated Hermes, Inc. | 0.00% | Add +18.6% | 230 | $20K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 227 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +49.0% | 216 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | Add +3.4% | 211 | $18K |
| Raffa Wealth Management, LLC | 0.01% | No change | 209 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 189 | $18K |
| Solstein Capital, LLC | 0.01% | New | 208 | $18K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 205 | $18K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 198 | $17K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -12.1% | 197 | $17K |
| RFP Financial Group LLC | 0.01% | Add +70.0% | 187 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 180 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 172 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 165 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 161 | $14K |
| GW&K Investment Management, LLC | 0.00% | Add +30.0% | 169 | $14K |
| Fernwood Investment Management, LLC | 0.00% | New | 161 | $14K |
| Davis Capital Management | 0.01% | No change | 150 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 150 | $13K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 148 | $13K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 150 | $12K |
| Salomon & Ludwin, LLC | 0.00% | No change | 140 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 139 | $12K |
| Copeland Capital Management, LLC | 0.00% | Add +275.7% | 139 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 138 | $12K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 120 | $11K |
| Institutional & Family Asset Management, LLC | 0.00% | Reduce -1.5% | 128 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -7.3% | 127 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +101.7% | 119 | $10K |
| IFS Advisors, LLC | 0.01% | No change | 118 | $10K |
| LRI Investments, LLC | 0.00% | — | 118 | $10K |
| Sandy Spring Bank | 0.00% | No change | 117 | $10K |
| Smithfield Trust Co | 0.00% | Add +32.6% | 122 | $10K |
| Valued Wealth Advisors LLC | 0.01% | No change | 115 | $10K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 115 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 115 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | Add +16.7% | 112 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 111 | $10K |
| Spire Wealth Management | 0.00% | Reduce -90.4% | 110 | $9K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | Reduce -27.5% | 100 | $9K |
| CKW Financial Group | 0.00% | No change | 100 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | New | 104 | $9K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 101 | $9K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | No change | 100 | $9K |
| Pineridge Advisors LLC | 0.00% | No change | 100 | $9K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 100 | $9K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 100 | $9K |
| Macroview Investment Management LLC | 0.01% | No change | 97 | $8K |
| Global Financial Private Client, LLC | 0.00% | No change | 90 | $8K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 82 | $7K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -6.9% | 81 | $7K |
| CNB Bank | 0.00% | No change | 80 | $7K |
| Redmont Wealth Advisors LLC | 0.01% | New | 76 | $7K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 77 | $6K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | Reduce -64.5% | 72 | $6K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 72 | $6K |
| FNY Investment Advisers, LLC | 0.00% | New | 74 | $6K |
| Salem Investment Counselors Inc. | 0.00% | No change | 69 | $6K |
| TruNorth Capital Management, LLC | 0.00% | — | 67 | $6K |
| True Wealth Design, LLC | 0.00% | Add +85.3% | 63 | $5K |
| Montag A & Associates Inc. | 0.00% | No change | 62 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 59 | $5K |
| Archer Investment Corp | 0.00% | No change | 57 | $5K |
| M&R Capital Management Inc. | 0.00% | No change | 53 | $5K |
| Creative Financial Designs Inc. | 0.00% | Add +55.9% | 53 | $5K |
| Tompkins Financial Corp. | 0.00% | No change | 50 | $4K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 52 | $4K |
| Caitlin John, LLC | 0.00% | No change | 49 | $4K |
| Jones Financial Companies LLLP | 0.00% | Reduce -29.0% | 49 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -76.4% | 46 | $4K |
| HighMark Wealth Management LLC | 0.00% | Reduce -25.4% | 44 | $4K |
| ORG Partners LLC | 0.01% | New | 44 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -16.3% | 41 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 38 | $3K |
| Granite FO LLC | 0.00% | New | 32 | $3K |
| Balefire, LLC | 0.00% | New | 36 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 34 | $3K |
| Tortoise Investment Management, LLC | 0.00% | Add +17.2% | 34 | $3K |
| WR Wealth Planners, LLC | 0.00% | New | 33 | $3K |
| Aspire Private Capital, LLC | 0.00% | No change | 31 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 32 | $3K |
| Wiser Advisor Group LLC | 0.00% | Reduce -9.1% | 30 | $3K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 29 | $2K |
| Johnson Financial Group, Inc. | 0.00% | Add +27.3% | 28 | $2K |
| First Financial Corp. | 0.00% | New | 27 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 26 | $2K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 25 | $2K |
| Gould Capital, LLC | 0.00% | No change | 25 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 24 | $2K |
| Abound Wealth Management | 0.00% | No change | 22 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 21 | $2K |
| Motco | 0.00% | No change | 21 | $2K |
| Sittner & Nelson, LLC | 0.00% | No change | 20 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 20 | $2K |
| PSI Advisors, LLC | 0.00% | Reduce -71.4% | 20 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 20 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -9.5% | 19 | $2K |
| Bokf, NA | 0.00% | Reduce -93.0% | 18 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -70.0% | 18 | $2K |
| ClariVest Asset Management LLC | 0.00% | No change | 17 | $1K |
| Byrne Asset Management LLC | 0.00% | No change | 16 | $1K |
| Godsey & Gibb, Inc. | 0.00% | No change | 15 | $1K |
| American Capital Advisory, LLC | 0.00% | New | 14 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -26.3% | 14 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | New | 13 | $1K |
| Laurel Wealth Advisors LLC | 0.00% | New | 13 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Dagco, Inc. | 0.00% | New | 10 | $871 |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | New | 10 | $858 |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 10 | $857 |
| NCP Inc. | 0.00% | — | 8 | $686 |
| WFA Asset Management Corp | 0.00% | No change | 8 | $686 |
| Gradient Investments LLC | 0.00% | Reduce -76.7% | 7 | $600 |
| Emfo, LLC | 0.00% | No change | 5 | $429 |
| Nvwm, LLC | 0.00% | No change | 5 | $429 |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 4 | $343 |
| Wolff Wiese Magana LLC | 0.00% | No change | 1 | $86 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $86 |
| Roble, Belko & Company, Inc | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is SONY's weight in each manager's 13F, not the share of Sony Group Corp. - SP ADR the manager owns.