Sony Group Corp. - SP ADRSONY
13F holders, Q2 2024 (June 30)651holders +1
62new positions
69sold out
8famous investors
$89.15avg. 13F price*
At the end of Q2 2024, 651 institutions reported holding Sony Group Corp. - SP ADR (SONY) in their 13F filings, up 1 from Q1 2024. 62 opened new positions and 69 sold out. The largest holders were Primecap Management Co. ($1.8B), Aristotle Capital Management, LLC ($911.9M) and Fisher Asset Management ($651.1M). 8 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $56.6M |
| Exits | 69 | $85.7M |
All 13F filers, Q1 2024 → Q2 2024: 6,195,595 shares bought and 6,533,151 shares sold, net −337,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 651 holders
| Primecap Management Co. | 1.32% | Reduce -1.2% | 21,491,973 | $1.8B |
| Aristotle Capital Management, LLC | 1.76% | Add +0.3% | 10,734,703 | $911.9M |
| Fisher Asset Management | 0.28% | Add +12.4% | 7,664,280 | $651.1M |
| Bank of America Corp. | 0.04% | Reduce -0.1% | 4,628,702 | $393.2M |
| Groupama Asset Managment | 5.16% | Add +26.7% | 99,965 | $378.1M |
| BlackRock Inc. | 0.01% | Add +2.7% | 4,387,740 | $372.7M |
| Morgan Stanley | 0.03% | Reduce -4.5% | 4,337,332 | $368.5M |
| Mondrian Investment Partners LTD | 3.06% | Reduce -12.7% | 2,233,340 | $198.8M |
| Harding Loevner LP | 0.92% | Add +603.4% | 1,962,057 | $166.7M |
| FMR LLC | 0.01% | Reduce -19.1% | 1,528,798 | $129.9M |
| Fiduciary Management Inc. | 1.16% | Reduce -49.8% | 1,471,123 | $125.0M |
| GAMCO Investors | 1.24% | Reduce -4.5% | 1,341,708 | $114.0M |
| Gabelli Funds LLC | 0.87% | Reduce -2.5% | 1,334,489 | $113.4M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.9% | 1,331,285 | $113.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -6.5% | 1,303,669 | $110.7M |
| Royal Bank of Canada | 0.02% | Reduce -9.8% | 1,136,225 | $96.5M |
| Clearbridge Investments, LLC | 0.08% | Reduce -32.4% | 1,093,920 | $92.9M |
| Northern Trust Corp. | 0.02% | Add +2.6% | 1,063,997 | $90.4M |
| Marshall Wace, LLP | 0.10% | Add +8495.0% | 848,414 | $72.1M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -30.8% | 634,682 | $53.9M |
| Sei Investments Co. | 0.07% | Add +3.5% | 611,514 | $51.9M |
| Wells Fargo & Company | 0.01% | Add +0.7% | 569,210 | $48.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.7% | 544,957 | $46.3M |
| Alberta Investment Management Corp | 0.43% | Add +78.3% | 456,160 | $38.8M |
| Citadel Advisors | 0.03% | Add +296.1% | 337,095 | $28.6M |
| Citigroup Inc. | 0.03% | Add +0.1% | 329,887 | $28.0M |
| Minneapolis Portfolio Management Group, LLC | 3.78% | Add +0.3% | 328,984 | $27.9M |
| Cardinal Capital Management, Inc. | 1.03% | Add +5.5% | 314,136 | $26.7M |
| CIBC Private Wealth Group LLC | 0.05% | Add +0.2% | 306,705 | $26.6M |
| Creative Planning | 0.03% | Add +2.7% | 284,636 | $24.2M |
| Raymond James & Associates | 0.02% | Reduce -8.0% | 275,260 | $23.4M |
| Natixis Advisors, LLC | 0.05% | Reduce -9.7% | 275,171 | $23.4M |
| Foresight Global Investors, Inc. | 11.07% | Add +12.4% | 271,199 | $23.0M |
| UBS Group AG | 0.01% | Add +112.5% | 259,888 | $22.1M |
| American Century Companies Inc. | 0.01% | Add +7.8% | 255,375 | $21.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.5% | 248,379 | $21.1M |
| Invesco Ltd. | 0.00% | Reduce -5.5% | 238,827 | $20.3M |
| Stifel Financial Corp. | 0.02% | Add +1.4% | 222,048 | $18.9M |
| Manning & Napier Advisors LLC | 0.21% | — | 218,560 | $18.6M |
| Macquarie Group Ltd. | 0.02% | Reduce -53.6% | 216,952 | $18.4M |
| Lighthouse Investment Partners, LLC | 1.01% | Add +53.7% | 213,838 | $18.2M |
| Martin Investment Management, LLC | 4.55% | Reduce -2.2% | 208,884 | $17.7M |
| Nixon Capital, LLC | 7.92% | Add +2.6% | 204,341 | $17.4M |
| Pictet North America Advisors SA | 1.88% | Reduce -6.3% | 204,287 | $17.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.8% | 200,742 | $17.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.4% | 197,559 | $16.8M |
| Thornburg Investment Management Inc. | 0.23% | Add +13.0% | 191,482 | $16.3M |
| Todd Asset Management LLC | 0.33% | Reduce -19.3% | 187,855 | $16.0M |
| Cabot Wealth Management Inc. | 1.83% | Add +0.6% | 164,097 | $13.9M |
| Handelsbanken Fonder AB | 0.06% | Add +38.4% | 159,200 | $13.5M |
| Arnhold LLC | 1.42% | Reduce -0.3% | 158,091 | $13.4M |
| Tocqueville Asset Management L.P. | 0.21% | Add +21.3% | 152,985 | $13.0M |
| Alight Capital Management LP | 3.15% | New | 150,000 | $12.7M |
| Harber Asset Management LLC | 3.41% | Add +21.3% | 149,143 | $12.7M |
| Capital Fund Management S.A. | 0.14% | Add +72.6% | 149,103 | $12.7M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -39.6% | 148,282 | $12.6M |
| Cambiar Investors LLC | 0.49% | Reduce -6.8% | 147,140 | $12.5M |
| Old Mission Capital LLC | 0.32% | Add +445.7% | 143,512 | $12.2M |
| SouthState Bank Corp | 0.88% | Reduce -0.3% | 142,436 | $12.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -1.4% | 140,538 | $11.9M |
| Aperture Investors, LLC | 1.72% | Reduce -9.0% | 138,438 | $11.8M |
| Beaumont Financial Advisors, LLC | 0.93% | Reduce -7.9% | 136,708 | $11.6M |
| Rock Point Advisors, LLC | 3.44% | Add +41.6% | 134,968 | $11.5M |
| Lazard Asset Management LLC | 0.02% | Add +1.8% | 134,696 | $11.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -18.9% | 131,140 | $11.1M |
| Walleye Capital LLC | 0.13% | Reduce -35.4% | 131,059 | $11.1M |
| Lathrop Investment Management Co. | 2.17% | Reduce -5.3% | 130,560 | $11.1M |
| Barclays PLC | 0.00% | Add +5265.3% | 124,207 | $10.6M |
| Renaissance Technologies | 0.02% | New | 121,800 | $10.3M |
| LPL Financial LLC | 0.01% | Add +0.8% | 120,287 | $10.2M |
| New York State Common Retirement Fund | 0.01% | Reduce -1.9% | 117,474 | $10.0M |
| Bank of Montreal | 0.00% | Add +0.2% | 117,086 | $9.9M |
| US Bancorp \de | 0.01% | Reduce -0.2% | 116,082 | $9.9M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -37.7% | 113,298 | $9.6M |
| Quinn Opportunity Partners LLC | 1.11% | Add +14.8% | 112,822 | $9.6M |
| Henry James International Management Inc. | 3.35% | Add +0.0% | 111,412 | $9.5M |
| Cerity Partners LLC | 0.03% | Reduce -19.0% | 110,738 | $9.4M |
| Teachers Retirement System of the State of Kentucky | 0.08% | Reduce -19.3% | 108,700 | $9.2M |
| Abn Amro Investment Solutions | 0.16% | Reduce -11.5% | 106,600 | $9.1M |
| Rovida Advisors Inc. | 3.15% | Add +1428.6% | 103,946 | $8.8M |
| Truist Financial Corp. | 0.01% | Reduce -0.7% | 100,983 | $8.6M |
| Oppenheimer Asset Management Inc. | 0.11% | Add +7.0% | 100,636 | $8.5M |
| CapWealth Advisors, LLC | 1.07% | Add +0.2% | 99,604 | $8.5M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -8.4% | 97,637 | $8.3M |
| Assetmark, Inc. | 0.03% | Add +0.5% | 96,240 | $8.2M |
| Millennium Management | 0.01% | Add +320.3% | 94,184 | $8.0M |
| Scotia Capital Inc. | 0.04% | Add +3.6% | 87,704 | $7.5M |
| IMC-Chicago, LLC | 0.23% | Add +68.0% | 84,909 | $7.2M |
| Live Oak Private Wealth LLC | 1.19% | Add +2.4% | 81,708 | $6.9M |
| M&T Bank Corp | 0.02% | Add +0.2% | 79,369 | $6.7M |
| XY Capital Ltd | 7.60% | Add +486.2% | 78,498 | $6.7M |
| LMR Partners LLP | 0.18% | Reduce -44.0% | 77,700 | $6.6M |
| Crossmark Global Holdings, Inc. | 0.12% | Reduce -3.9% | 74,308 | $6.3M |
| Pekin Hardy Strauss, Inc. | 0.86% | Add +3.5% | 73,639 | $6.3M |
| Cwm, LLC | 0.03% | Reduce -3.6% | 71,743 | $6.1M |
| Balyasny Asset Management L.P. | 0.02% | Add +75.8% | 69,705 | $5.9M |
| Ethic Inc. | 0.14% | Reduce -18.8% | 69,433 | $5.9M |
| Atria Investments, Inc | 0.08% | Add +6.4% | 68,819 | $5.8M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -7.0% | 67,630 | $5.7M |
| Eagle Global Advisors LLC | 0.30% | Add +3.6% | 67,389 | $5.7M |
| Markel Group | 0.06% | No change | 67,000 | $5.7M |
| QRG Capital Management, Inc. | 0.07% | Add +9.5% | 66,091 | $5.6M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -6.5% | 65,632 | $5.6M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -6.5% | 65,632 | $5.6M |
| DAVENPORT & Co LLC | 0.04% | Add +2.5% | 65,488 | $5.6M |
| Mariner, LLC | 0.01% | Reduce -1.4% | 64,170 | $5.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +27.4% | 63,138 | $5.4M |
| Renaissance Group LLC | 0.20% | Reduce -4.0% | 61,419 | $5.2M |
| Inlet Private Wealth, LLC | 1.41% | Reduce -1.0% | 60,850 | $5.2M |
| MML Investors Services, LLC | 0.02% | Reduce -3.5% | 56,911 | $4.8M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.4% | 56,616 | $4.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 56,268 | $4.8M |
| Timber Creek Capital Management LLC | 1.41% | Add +5.0% | 55,033 | $4.7M |
| Alkeon Capital Management LLC | 0.02% | No change | 55,000 | $4.7M |
| Park Avenue Securities LLC | 0.06% | Add +10.7% | 54,392 | $4.6M |
| Focus Partners Wealth | 0.02% | Add +126.2% | 54,244 | $4.6M |
| Corient Private Wealth LP | 0.01% | Add +1.1% | 52,867 | $4.5M |
| Cresset Asset Management, LLC | 0.02% | Add +27.6% | 52,775 | $4.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.6% | 51,532 | $4.4M |
| Capital Research Global Investors | 0.00% | Add +4.1% | 51,252 | $4.3M |
| Boston Common Asset Management, LLC | 0.11% | Add +3.9% | 50,424 | $4.3M |
| American Trust Investment Advisors, LLC | 2.08% | Add +2.0% | 50,314 | $4.3M |
| Synovus Financial Corp. | 0.06% | Add +0.3% | 49,337 | $4.2M |
| Oppenheimer & Co. Inc. | 0.06% | Add +3.4% | 46,592 | $4.0M |
| Sit Investment Associates Inc. | 0.09% | Add +62.0% | 46,225 | $3.9M |
| 1832 Asset Management L.P. | 0.01% | Add +15.7% | 45,548 | $3.9M |
| Townsquare Capital LLC | 0.05% | Reduce -28.1% | 44,658 | $3.8M |
| Highland Capital Management, LLC | 0.22% | Reduce -6.2% | 44,631 | $3.8M |
| State Street Corp. | 0.00% | Reduce -28.2% | 44,422 | $3.8M |
| Captrust Financial Advisors | 0.01% | Reduce -27.7% | 44,314 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +27.8% | 42,795 | $3.6M |
| Princeton Global Asset Management LLC | 0.80% | Add +1.2% | 42,644 | $3.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.17% | Reduce -6.3% | 42,570 | $3.6M |
| Bailard, Inc. | 0.10% | Add +4.2% | 40,924 | $3.5M |
| Humankind Investments LLC | 0.91% | No change | 40,439 | $3.4M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Reduce -1.8% | 39,483 | $3.3M |
| Fifth Third Bancorp | 0.01% | Reduce -11.6% | 38,460 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.1% | 38,652 | $3.3M |
| Cibc World Market Inc. | 0.01% | Add +54.8% | 37,675 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +18.6% | 36,032 | $3.1M |
| Rathbones Group PLC | 0.02% | Add +5.5% | 35,681 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | — | 36,701 | $3.0M |
| GTS Securities LLC | 0.06% | Reduce -38.8% | 35,557 | $3.0M |
| Foyston, Gordon & Payne Inc | 0.72% | Reduce -4.3% | 34,225 | $2.9M |
| Aquatic Capital Management LLC | 0.11% | Add +68.7% | 33,900 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +155.2% | 33,645 | $2.9M |
| Delta Capital Management LLC | 1.70% | Reduce -0.8% | 32,585 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +37.5% | 32,329 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -30.2% | 32,347 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.3% | 31,934 | $2.7M |
| Skylands Capital, LLC | 0.38% | Add +34.6% | 31,900 | $2.7M |
| Mill Creek Capital Advisors, LLC | 0.07% | Add +0.1% | 31,797 | $2.7M |
| Franklin Resources Inc. | 0.00% | Reduce -44.9% | 30,929 | $2.6M |
| Madison Asset Management, LLC | 0.03% | Reduce -5.1% | 30,607 | $2.6M |
| JCIC Asset Management Inc. | 1.07% | Add +70.5% | 30,517 | $2.6M |
| Vontobel Holding Ltd. | 0.01% | Reduce -12.6% | 30,105 | $2.6M |
| Twin Tree Management, LP | 0.07% | Reduce -66.7% | 30,067 | $2.6M |
| Frank, Rimerman Advisors LLC | 0.18% | New | 29,834 | $2.5M |
| Jackson Hole Capital Partners, LLC | 0.55% | Add +1.4% | 29,580 | $2.5M |
| Squarepoint Ops LLC | 0.01% | Add +141.3% | 29,464 | $2.5M |
| Naviter Wealth, LLC | 0.37% | Add +14.4% | 29,179 | $2.5M |
| Waverly Advisors, LLC | 0.05% | New | 28,943 | $2.5M |
| First Personal Financial Services | 0.55% | Reduce -1.0% | 28,802 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Add +389.1% | 28,727 | $2.4M |
| Blue Square Asset Management, LLC | 1.41% | Add +44.0% | 28,410 | $2.4M |
| Central Pacific Bank - Trust Division | 0.30% | Reduce -5.1% | 28,100 | $2.4M |
| Choreo, LLC | 0.04% | New | 27,790 | $2.4M |
| Pitcairn Co. | 0.14% | Add +0.3% | 27,895 | $2.4M |
| Norges Bank | 0.00% | Reduce -75.1% | 26,793 | $2.3M |
| First Trust Direct Indexing L.P. | 0.14% | Add +3.4% | 26,453 | $2.2M |
| Prosperity Consulting Group, LLC | 0.30% | Reduce -39.4% | 26,031 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.5% | 25,791 | $2.2M |
| Quantinno Capital Management LP | 0.04% | Reduce -53.6% | 25,733 | $2.2M |
| Signaturefd, LLC | 0.04% | Reduce -2.2% | 25,726 | $2.2M |
| Ritholtz Wealth Management | 0.07% | Add +27.1% | 24,840 | $2.1M |
| Stamos Capital Partners, L.P. | 0.45% | Add +25.0% | 24,730 | $2.1M |
| Bourgeon Capital Management LLC | 0.41% | Add +80.5% | 24,707 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.5% | 24,153 | $2.1M |
| J. Safra Sarasin Holding AG | 0.04% | — | 23,347 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +27.5% | 23,329 | $2.0M |
| Successful Portfolios LLC | 1.36% | Reduce -4.0% | 22,995 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -7.3% | 22,779 | $1.9M |
| Keybank National Association | 0.01% | Reduce -3.1% | 22,462 | $1.9M |
| Trexquant Investment LP | 0.03% | New | 21,469 | $1.8M |
| Columbia Asset Management | 0.34% | Reduce -3.6% | 21,275 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -4.1% | 20,992 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.3% | 20,817 | $1.8M |
| Boston Partners | 0.00% | Reduce -3.6% | 20,489 | $1.7M |
| Earnest Partners LLC | 0.01% | Reduce -19.1% | 20,516 | $1.7M |
| Scharf Investments, LLC | 0.05% | Add +9.3% | 20,029 | $1.7M |
| FORA Capital, LLC | 0.20% | Reduce -8.7% | 19,743 | $1.7M |
| NewEdge Wealth, LLC | 0.04% | Reduce -4.1% | 19,629 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.9% | 19,542 | $1.7M |
| Two Sigma Investments, LP | 0.00% | New | 19,400 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +0.2% | 19,314 | $1.6M |
| Waldron Private Wealth LLC | 0.07% | Reduce -1.2% | 19,134 | $1.6M |
| Greenleaf Trust | 0.02% | Reduce -5.1% | 19,049 | $1.6M |
| Two Sigma Securities, LLC | 0.08% | New | 19,010 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -7.3% | 18,849 | $1.6M |
| Walleye Trading LLC | 0.03% | Add +16.3% | 18,742 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.8% | 18,243 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -8.3% | 18,222 | $1.5M |
| Forum Financial Management, LP | 0.03% | Reduce -7.8% | 18,133 | $1.5M |
| Marks Group Wealth Management, Inc | 0.16% | Reduce -2.4% | 17,838 | $1.5M |
| PEAK6 Investments LLC | 0.07% | New | 17,573 | $1.5M |
| Rhumbline Advisers | 0.00% | Reduce -3.0% | 17,391 | $1.5M |
| Doliver Advisors, LP | 0.41% | Add +4.2% | 17,338 | $1.5M |
| Stiles Financial Services Inc | 0.56% | Reduce -3.1% | 17,060 | $1.4M |
| Prudential Financial Inc. | 0.00% | Reduce -0.7% | 16,924 | $1.4M |
| Caprock Group, LLC | 0.06% | Reduce -5.8% | 16,665 | $1.4M |
| Ellsworth Advisors, LLC | 0.39% | New | 16,634 | $1.4M |
| SOL Capital Management CO | 0.17% | Add +0.9% | 16,625 | $1.4M |
| Barden Capital Management, Inc. | 1.22% | Add +2.1% | 15,252 | $1.3M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -3.9% | 15,219 | $1.3M |
| 17 Capital Partners, LLC | 0.90% | No change | 14,842 | $1.3M |
| Hanson & Doremus Investment Management | 0.21% | Reduce -1.1% | 14,837 | $1.3M |
| Aviso Financial Inc. | 0.07% | — | 14,760 | $1.3M |
| Calamos Advisors LLC | 0.01% | Add +17.6% | 14,694 | $1.2M |
| Quadrant Capital Group LLC | 0.09% | Reduce -7.1% | 14,316 | $1.2M |
| Blueshift Asset Management, LLC | 0.40% | Add +57.4% | 14,088 | $1.2M |
| Penbrook Management LLC | 0.73% | No change | 14,000 | $1.2M |
| Raelipskie Partnership | 0.63% | Add +4.5% | 13,851 | $1.2M |
| SG Americas Securities, LLC | 0.01% | Reduce -30.1% | 13,800 | $1.2M |
| NorthCoast Asset Management LLC | 0.01% | Add +6.5% | 13,757 | $1.2M |
| BTC Capital Management, Inc. | 0.11% | Add +3.4% | 13,755 | $1.2M |
| First Trust Advisors LP | 0.00% | Reduce -2.9% | 13,249 | $1.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | No change | 13,060 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Add +5.4% | 13,056 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Reduce -1.0% | 12,982 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Add +19.4% | 12,879 | $1.1M |
| Vident Advisory, LLC | 0.03% | New | 12,862 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Add +32.1% | 12,612 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Add +23.6% | 12,577 | $1.1M |
| Principal Securities, Inc. | 0.03% | Add +5.7% | 12,554 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +409.3% | 12,529 | $1.1M |
| Credit Agricole S A | 0.01% | No change | 12,310 | $1.0M |
| NFJ Investment Group, LLC | 0.03% | New | 12,158 | $1.0M |
| Bray Capital Advisors | 0.26% | No change | 12,090 | $1.0M |
| Wealth Alliance, LLC | 0.13% | Add +1.2% | 11,977 | $1.0M |
| Advisory Resource Group | 0.22% | Add +25.8% | 11,628 | $988K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.8% | 11,433 | $971K |
| Lake Street Advisors Group, LLC | 0.05% | Reduce -1.1% | 11,252 | $956K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -7.3% | 11,219 | $953K |
| Moors & Cabot, Inc. | 0.05% | Reduce -0.4% | 11,084 | $942K |
| Brown Advisory Inc. | 0.00% | Add +20.9% | 11,056 | $939K |
| Exchange Traded Concepts, LLC | 0.02% | Add +43.6% | 11,055 | $939K |
| S&co Inc. | 0.07% | No change | 11,000 | $934K |
| Intrust Bank NA | 0.10% | Reduce -4.8% | 10,918 | $927K |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.0% | 10,858 | $922K |
| CVA Family Office, LLC | 0.16% | Add +3676.8% | 10,764 | $914K |
| Bayesian Capital Management, LP | 0.10% | New | 10,618 | $902K |
| WCM Investment Management, LLC | 0.00% | Reduce -35.6% | 10,699 | $902K |
| Snowden Capital Advisors LLC | 0.03% | Add +11.6% | 10,442 | $887K |
| Whittier Trust Co. | 0.01% | Reduce -13.4% | 10,371 | $881K |
| Graham Capital Management, L.P. | 0.06% | New | 10,268 | $872K |
| Guggenheim Capital LLC | 0.01% | Add +1.7% | 10,199 | $866K |
| XTX Topco Ltd | 0.07% | Reduce -15.9% | 9,988 | $848K |
| Ellevest, Inc. | 0.05% | Reduce -43.8% | 9,927 | $843K |
| Compound Planning, Inc. | 0.06% | Add +23.8% | 9,831 | $835K |
| TD Private Client Wealth LLC | 0.03% | Reduce -4.2% | 9,743 | $828K |
| Hancock Whitney Corp. | 0.03% | Add +21.4% | 9,703 | $824K |
| EP Wealth Advisors, LLC | 0.01% | Add +20.6% | 9,315 | $791K |
| Belpointe Asset Management LLC | 0.05% | Add +1.4% | 9,265 | $787K |
| Regions Financial Corp. | 0.01% | Reduce -3.0% | 9,115 | $774K |
| &partners | 0.03% | New | 9,000 | $765K |
| Deuterium Capital Management, LLC | 1.29% | No change | 9,000 | $765K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.13% | Add +0.3% | 8,960 | $761K |
| Qtron Investments LLC | 0.11% | Reduce -30.8% | 8,938 | $759K |
| Confluence Investment Management LLC | 0.01% | Add +5.7% | 8,767 | $745K |
| Advisors Asset Management, Inc. | 0.01% | Add +5.5% | 8,766 | $745K |
| SageView Advisory Group, LLC | 0.05% | New | 8,747 | $743K |
| Vise Technologies, Inc. | 0.13% | Reduce -2.0% | 8,704 | $739K |
| BKM Wealth Management, LLC | 0.36% | Add +21.6% | 8,700 | $739K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +1.4% | 8,656 | $735K |
| V-Square Quantitative Management LLC | 0.12% | Add +3.9% | 8,618 | $735K |
| Clarius Group, LLC | 0.05% | Reduce -3.0% | 8,554 | $727K |
| Schechter Investment Advisors, LLC | 0.05% | Reduce -8.0% | 8,506 | $723K |
| Heritage Wealth Management, LLC | 0.40% | Reduce -9.7% | 8,456 | $718K |
| Heritage Family Offices, LLP | 0.40% | — | 8,456 | $718K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +1.7% | 8,394 | $713K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.8% | 8,346 | $709K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | New | 8,250 | $701K |
| Absher Wealth Management, LLC | 0.10% | Reduce -3.2% | 8,223 | $699K |
| MAI Capital Management | 0.01% | Add +5.1% | 8,101 | $688K |
| Alhambra Investment Management LLC | 0.38% | New | 8,079 | $686K |
| Diversify Wealth Management, LLC | 0.08% | — | 8,243 | $679K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -12.2% | 7,984 | $678K |
| Simplicity Wealth,LLC | 0.02% | Reduce -11.9% | 7,984 | $678K |
| Angeles Investment Advisors, LLC | 0.03% | Add +23.3% | 7,686 | $653K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.1% | 7,588 | $645K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +56.2% | 7,578 | $644K |
| Nuveen Asset Management, LLC | 0.00% | No change | 7,558 | $642K |
| Wedbush Securities Inc. | 0.02% | Reduce -10.0% | 7,367 | $626K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -28.8% | 7,366 | $626K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.0% | 7,304 | $620K |
| Y.D. More Investments Ltd | 0.06% | No change | 7,213 | $613K |
| Wolverine Trading, LLC | 0.01% | New | 7,173 | $609K |
| Procyon Advisors, LLC | 0.04% | Reduce -8.7% | 7,061 | $600K |
| Pacific Global Investment Management Co. | 0.11% | Reduce -5.3% | 7,054 | $599K |
| Mitchell & Pahl Private Wealth, LLC | 0.31% | Add +4.0% | 6,992 | $594K |
| OneDigital Investment Advisors LLC | 0.01% | New | 6,956 | $591K |
| One Wealth Advisors, LLC | 0.13% | Add +2.8% | 6,909 | $583K |
| Arete Wealth Advisors, LLC | 0.05% | New | 6,819 | $578K |
| DMC Group, LLC | 0.49% | Add +12.8% | 6,702 | $569K |
| Evergreen Capital Management LLC | 0.02% | Reduce -13.3% | 6,697 | $569K |
| Aaron Wealth Advisors LLC | 0.08% | Reduce -9.4% | 6,593 | $560K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.7% | 6,441 | $547K |
| Portside Wealth Group, LLC | 0.10% | Reduce -19.5% | 6,383 | $542K |
| Engineers Gate Manager LP | 0.01% | Add +46.8% | 6,290 | $534K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,271 | $533K |
| SVB Wealth LLC | 0.01% | Add +0.9% | 6,204 | $527K |
| Ovata Capital Management Ltd | 0.28% | Reduce -10.0% | 6,170 | $524K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -0.5% | 6,154 | $523K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -3.7% | 6,072 | $516K |
| Private Advisor Group, LLC | 0.00% | Add +8.1% | 5,932 | $504K |
| New England Research & Management, Inc. | 0.24% | No change | 5,850 | $497K |
| Headlands Technologies LLC | 0.05% | Add +7.6% | 5,832 | $495K |
| Clearstead Advisors, LLC | 0.01% | Add +0.2% | 5,800 | $493K |
| Keel Point, LLC | 0.04% | Add +6.5% | 5,530 | $493K |
| Prospera Financial Services Inc | 0.01% | Add +62.7% | 5,678 | $482K |
| Tudor Investment Corporation | 0.01% | New | 5,666 | $481K |
| Virtu Financial LLC | 0.03% | Reduce -57.8% | 5,657 | $481K |
| Legacy Financial Advisors, Inc. | 0.09% | Add +1.8% | 5,638 | $479K |
| Ieq Capital, LLC | 0.01% | Add +11.7% | 5,630 | $478K |
| PDS Planning, Inc | 0.05% | Add +9.1% | 5,623 | $478K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.6% | 5,621 | $477K |
| Personal Cfo Solutions, LLC | 0.07% | Reduce -0.9% | 5,614 | $477K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -7.8% | 5,582 | $474K |
| Grassi Investment Management | 0.04% | Reduce -43.7% | 5,575 | $474K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -7.5% | 5,571 | $473K |
| Checchi Capital Advisers, LLC | 0.04% | Reduce -2.3% | 5,534 | $470K |
| Janus Henderson Group PLC | 0.00% | No change | 5,403 | $459K |
| Lido Advisors, LLC | 0.00% | Add +5.2% | 5,394 | $458K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -1.6% | 5,385 | $457K |
| Five Oceans Advisors | 0.23% | Reduce -17.2% | 5,275 | $448K |
| Seed Wealth Management, Inc. | 0.39% | Add +12.0% | 5,215 | $443K |
| BigSur Wealth Management LLC | 0.13% | No change | 5,185 | $440K |
| Mgo One Seven LLC | 0.02% | Reduce -2.8% | 5,183 | $440K |
| Journey Strategic Wealth LLC | 0.02% | Add +45.1% | 5,120 | $435K |
| HSBC Holdings PLC | 0.00% | Reduce -36.2% | 5,088 | $432K |
| Mission Wealth Management, LP | 0.01% | Add +11.4% | 5,067 | $430K |
| FourThought Financial Partners, LLC | 0.06% | Add +7.9% | 5,043 | $428K |
| Everpar Advisors LLC | 0.21% | Add +6.8% | 5,019 | $426K |
| Welch Group, LLC | 0.02% | New | 5,000 | $425K |
| Eagle Asset Management Inc. | 0.00% | Add +0.1% | 4,962 | $423K |
| Twelve Points Wealth Management LLC | 0.15% | No change | 4,870 | $414K |
| Key Financial Inc | 0.10% | No change | 4,853 | $412K |
| Schroder Investment Management Group | 0.00% | Add +2.0% | 4,835 | $411K |
| Blair William & Co. | 0.00% | Add +4.6% | 4,803 | $408K |
| West Family Investments, Inc. | 0.12% | No change | 4,799 | $408K |
| Sage Rhino Capital LLC | 0.10% | Reduce -2.0% | 4,798 | $408K |
| Cordatus Wealth Management LLC | 0.15% | New | 4,765 | $405K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -19.8% | 4,728 | $402K |
| Integrated Advisors Network LLC | 0.02% | Add +20.3% | 4,721 | $401K |
| Opes Wealth Management LLC | 0.08% | Reduce -55.7% | 4,692 | $399K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -19.1% | 4,797 | $395K |
| Farley Capital L.P. | 0.35% | New | 4,650 | $395K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -27.5% | 4,208 | $390K |
| AQR Capital Management | 0.00% | New | 4,573 | $388K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -66.3% | 4,284 | $387K |
| Flputnam Investment Management Co. | 0.01% | Add +10.0% | 4,532 | $385K |
| Beverly Hills Private Wealth, LLC | 0.08% | Add +65.0% | 4,497 | $382K |
| Hilltop Holdings Inc. | 0.04% | Reduce -0.6% | 4,494 | $382K |
| Americana Partners, LLC | 0.03% | Reduce -60.8% | 4,486 | $381K |
| Global Retirement Partners, LLC | 0.01% | Add +159.3% | 4,454 | $378K |
| GAMMA Investing LLC | 0.05% | Reduce -3.3% | 4,450 | $378K |
| London Co. of Virginia | 0.00% | No change | 4,400 | $374K |
| Fiduciary Trust Co | 0.01% | Reduce -5.8% | 4,380 | $372K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.0% | 4,378 | $372K |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0.24% | Add +79.4% | 4,285 | $364K |
| Jones Financial Companies LLLP | 0.00% | Add +8451.0% | 4,190 | $356K |
| Itau Unibanco Holding S.A. | 0.01% | Add +14.7% | 4,176 | $355K |
| Banco Santander, S.A. | 0.00% | Reduce -61.9% | 4,120 | $350K |
| Berkshire Asset Management LLC | 0.02% | New | 4,109 | $349K |
| First Foundation Advisors | 0.01% | Reduce -7.8% | 4,100 | $348K |
| First Horizon Advisors, Inc. | 0.01% | Add +5.1% | 4,030 | $342K |
| Fca Corp. | 0.11% | No change | 4,000 | $340K |
| Saturna Capital Corp. | 0.00% | Reduce -75.9% | 4,000 | $340K |
| 180 Wealth Advisors, LLC | 0.05% | Add +1.5% | 3,489 | $334K |
| CIBC Asset Management Inc | 0.00% | Reduce -32.2% | 3,920 | $333K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.1% | 3,893 | $331K |
| Icon Wealth Advisors, LLC | 0.03% | Add +11.6% | 3,708 | $328K |
| Aspen Grove Capital, LLC | 0.08% | Reduce -0.9% | 3,836 | $326K |
| Brighton Jones LLC | 0.01% | Reduce -2.1% | 3,816 | $324K |
| Gallacher Capital Management LLC | 0.17% | Add +16.3% | 3,806 | $323K |
| Callan Capital, LLC | 0.03% | Reduce -14.4% | 3,797 | $323K |
| Farther Finance Advisors, LLC | 0.02% | Add +1.5% | 3,763 | $321K |
| National Bank of Canada | 0.00% | Reduce -16.7% | 3,736 | $318K |
| Blue Barn Wealth, LLC | 0.17% | Reduce -0.5% | 3,694 | $314K |
| Hardy Reed LLC | 0.03% | New | 3,643 | $309K |
| Lindbrook Capital, LLC | 0.03% | Reduce -12.3% | 3,630 | $308K |
| Riverwater Partners LLC | 0.23% | Reduce -46.9% | 3,604 | $306K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +2.3% | 3,496 | $297K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -12.1% | 3,483 | $296K |
| Blue Trust, Inc. | 0.00% | Add +279.8% | 3,445 | $295K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -14.4% | 3,474 | $295K |
| Searle & Co. | 0.07% | No change | 3,460 | $294K |
| Sivia Capital Partners, LLC | 0.20% | Add +11.5% | 3,446 | $293K |
| Henshaw Capital LLC | 0.01% | Reduce -14.6% | 3,400 | $289K |
| Inscription Capital, LLC | 0.05% | Reduce -35.2% | 3,360 | $285K |
| Dearborn Partners LLC | 0.01% | Add +4.9% | 3,291 | $280K |
| FFT Wealth Management LLC | 0.02% | Add +0.4% | 3,284 | $279K |
| Cetera Trust Company, N.A | 0.17% | No change | 3,265 | $277K |
| Argonautica Private Wealth Management, Inc. | 0.09% | Add +0.3% | 3,259 | $277K |
| Financial Advocates Investment Management | 0.02% | Add +6.3% | 3,248 | $276K |
| Coldstream Capital Management Inc. | 0.01% | No change | 3,242 | $275K |
| Atlas Capital Advisors Inc. | 0.04% | Reduce -6.2% | 3,222 | $274K |
| Resonant Capital Advisors, LLC | 0.02% | Add +4.8% | 3,217 | $273K |
| Stephens Inc. | 0.00% | Reduce -29.8% | 3,167 | $269K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -10.4% | 3,161 | $269K |
| Norden Group LLC | 0.05% | Reduce -36.2% | 3,141 | $267K |
| Hudson Bay Capital Management LP | 0.00% | New | 3,110 | $264K |
| Deltec Asset Management LLC | 0.05% | No change | 3,000 | $255K |
| Narwhal Capital Management | 0.02% | No change | 3,000 | $255K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -10.9% | 2,931 | $249K |
| Dakota Wealth Management | 0.01% | Reduce -6.2% | 2,893 | $246K |
| Harrington Investments, INC | 0.14% | No change | 2,889 | $245K |
| Arden Trust Co | 0.03% | Reduce -53.1% | 2,879 | $245K |
| Anchor Investment Management, LLC | 0.03% | No change | 2,875 | $244K |
| StoneX Group Inc. | 0.02% | New | 2,873 | $244K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -3.4% | 2,861 | $243K |
| Summit X, LLC | 0.05% | New | 2,621 | $239K |
| Wedmont Private Capital | 0.01% | New | 2,451 | $235K |
| Dynamic Technology Lab Private Ltd | 0.03% | Reduce -35.4% | 2,771 | $235K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -0.0% | 2,771 | $235K |
| Wilkinson Global Asset Management LLC | 0.01% | No change | 2,730 | $232K |
| Transcend Capital Advisors, LLC | 0.02% | New | 2,713 | $230K |
| Independent Advisor Alliance | 0.01% | Reduce -58.3% | 2,703 | $230K |
| Baron Wealth Management LLC | 0.12% | No change | 2,702 | $230K |
| Strategic Investment Advisors / MI | 0.03% | Add +1.0% | 2,668 | $227K |
| Portland Global Advisors LLC | 0.03% | No change | 2,646 | $225K |
| Boston Financial Mangement LLC | 0.01% | No change | 2,640 | $224K |
| Optas, LLC | 0.06% | Reduce -36.0% | 2,640 | $224K |
| Sage Mountain Advisors LLC | 0.02% | Add +7.4% | 2,598 | $221K |
| Traveka Wealth, LLC | 0.11% | Reduce -4.2% | 2,591 | $220K |
| Summitry LLC | 0.01% | New | 2,587 | $220K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -62.6% | 2,576 | $219K |
| Legacy Capital Group California, Inc. | 0.08% | Reduce -40.9% | 2,571 | $218K |
| Chicago Capital, LLC | 0.01% | No change | 2,549 | $217K |
| LRI Investments, LLC | 0.02% | Add +2044.9% | 2,531 | $215K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +1.3% | 2,508 | $213K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +49.0% | 2,478 | $211K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -16.4% | 2,438 | $207K |
| HB Wealth Management, LLC | 0.00% | Add +2.0% | 2,437 | $207K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -5.2% | 2,412 | $205K |
| Deutsche Bank AG | 0.00% | Add +102.6% | 2,395 | $203K |
| Addison Advisors LLC | 0.07% | Add +11.2% | 2,386 | $203K |
| Avior Wealth Management, LLC | 0.01% | Reduce -36.1% | 2,373 | $202K |
| Manchester Capital Management LLC | 0.02% | Add +3.3% | 2,370 | $201K |
| Crewe Advisors LLC | 0.02% | Add +8.2% | 2,300 | $195K |
| Cromwell Holdings LLC | 0.12% | — | 2,291 | $195K |
| Allworth Financial LP | 0.00% | Add +3.3% | 2,005 | $186K |
| Park Place Capital Corp | 0.06% | Reduce -28.3% | 2,133 | $181K |
| Arlington Trust Co LLC | 0.04% | No change | 2,034 | $173K |
| Motco | 0.01% | Add +9523.8% | 2,021 | $172K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -98.9% | 2,012 | $171K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,012 | $168K |
| EntryPoint Capital, LLC | 0.08% | New | 1,922 | $163K |
| Allianz SE | 0.00% | No change | 9,500 | $161K |
| Toronto Dominion Bank | 0.00% | Reduce -73.9% | 1,900 | $161K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +5.8% | 1,758 | $156K |
| Bessemer Group Inc. | 0.00% | Add +148.0% | 1,766 | $150K |
| Smartleaf Asset Management LLC | 0.02% | Add +108.6% | 1,681 | $142K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -5.2% | 1,616 | $137K |
| Bruce G. Allen Investments, LLC | 0.12% | No change | 1,612 | $137K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -9.9% | 1,560 | $133K |
| Mosaic Financial Group, LLC | 0.09% | Reduce -48.3% | 1,500 | $127K |
| Leonteq Securities AG | 0.02% | Reduce -25.1% | 1,480 | $126K |
| Rothschild Investment LLC | 0.01% | Add +41.3% | 1,452 | $123K |
| Eagle Bay Advisors LLC | 0.07% | Add +1679.0% | 1,441 | $122K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,415 | $120K |
| Investors Research Corp | 0.03% | No change | 1,364 | $116K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +0.5% | 1,343 | $114K |
| Grove Bank & Trust | 0.02% | Reduce -1.5% | 1,339 | $114K |
| Barometer Capital Management Inc. | 0.04% | Reduce -64.5% | 1,319 | $112K |
| Chesapeake Asset Management LLC | 0.10% | No change | 1,233 | $105K |
| UMB Bank, n.a. | 0.00% | Reduce -67.8% | 1,192 | $101K |
| American National Bank & Trust | 0.01% | Add +11.3% | 1,172 | $100K |
| Russell Investments Group, Ltd. | 0.00% | Add +35.5% | 1,102 | $94K |
| Maj Invest Holding A/S | 0.00% | No change | 1,100 | $93K |
| SWS Partners | 0.03% | New | 1,050 | $89K |
| Mather Group, Llc. | 0.00% | Reduce -3.2% | 1,019 | $87K |
| Register Financial Advisors LLC | 0.04% | Reduce -4.8% | 994 | $84K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 990 | $84K |
| Spire Wealth Management | 0.00% | Add +786.4% | 975 | $83K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 930 | $79K |
| Continuum Advisory, LLC | 0.01% | No change | 927 | $79K |
| Towne Trust Company, N.A | 0.03% | No change | 880 | $75K |
| SYSTM Wealth Solutions LLC | 0.02% | Reduce -2.2% | 794 | $67K |
| Arax Advisory Partners | 0.01% | Reduce -0.3% | 772 | $66K |
| Hilltop National Bank | 0.02% | Add +3.8% | 764 | $65K |
| Cape Investment Advisory, Inc. | 0.03% | New | 745 | $63K |
| Huntington National Bank | 0.00% | Reduce -17.5% | 713 | $61K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -4.7% | 712 | $60K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 674 | $57K |
| Private Trust Co. NA | 0.01% | No change | 636 | $54K |
| Pin Oak Investment Advisors Inc. | 0.05% | No change | 624 | $53K |
| Lanark Financial, Inc. | 0.00% | Add +7.7% | 616 | $52K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -19.5% | 603 | $51K |
| Hobbs Group Advisors, LLC | 0.02% | — | 580 | $49K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 580 | $49K |
| Compass Wealth Management LLC | 0.01% | Reduce -36.1% | 575 | $49K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -25.9% | 570 | $48K |
| Colonial Trust Co / SC | 0.01% | No change | 557 | $47K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 544 | $46K |
| Horizon Investments, LLC | 0.00% | Add +1.9% | 534 | $45K |
| Family Firm, Inc. | 0.01% | New | 516 | $44K |
| Kelly Financial Services LLC | 0.02% | No change | 500 | $42K |
| Vestor Capital, LLC | 0.00% | No change | 500 | $42K |
| Ridgewood Investments LLC | 0.02% | New | 484 | $41K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 479 | $40K |
| Strengthening Families & Communities, LLC | 0.01% | New | 473 | $40K |
| Castleview Partners, LLC | 0.02% | Reduce -42.2% | 462 | $39K |
| Financial Management Professionals, Inc. | 0.01% | Add +12.1% | 436 | $37K |
| Hollencrest Capital Management | 0.00% | Reduce -45.0% | 419 | $36K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 414 | $35K |
| Founders Capital Management | 0.02% | No change | 401 | $34K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.2% | 364 | $31K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 362 | $31K |
| Rise Advisors, LLC | 0.02% | Reduce -0.6% | 350 | $30K |
| IFP Advisors, Inc | 0.00% | Reduce -56.6% | 343 | $29K |
| AdvisorNet Financial, Inc | 0.00% | Add +58.3% | 342 | $29K |
| Fortitude Family Office, LLC | 0.02% | No change | 331 | $28K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +29.0% | 320 | $27K |
| Venturi Wealth Management, LLC | 0.00% | New | 313 | $27K |
| Fairscale Capital, LLC | 0.02% | — | 272 | $26K |
| Operose Advisors LLC | 0.01% | No change | 304 | $26K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 301 | $26K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 300 | $25K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -73.2% | 289 | $25K |
| Planning Capital Management Corp | 0.02% | No change | 288 | $24K |
| Accent Capital Management, LLC | 0.01% | New | 276 | $23K |
| Avalon Trust Co | 0.00% | No change | 250 | $21K |
| General Partner, Inc. | 0.01% | No change | 249 | $21K |
| Federated Hermes, Inc. | 0.00% | Add +7.4% | 247 | $21K |
| Silicon Valley Capital Partners | 0.00% | No change | 231 | $20K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 227 | $19K |
| Coppell Advisory Solutions LLC | 0.00% | — | 226 | $19K |
| Bell Investment Advisors, Inc | 0.00% | Add +66.1% | 211 | $18K |
| Raffa Wealth Management, LLC | 0.01% | No change | 209 | $18K |
| Solstein Capital, LLC | 0.01% | No change | 208 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -2.8% | 205 | $17K |
| CENTRAL TRUST Co | 0.00% | Add +13.9% | 196 | $17K |
| Opal Wealth Advisors, LLC | 0.01% | New | 190 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 180 | $15K |
| RFP Financial Group LLC | 0.01% | Reduce -7.5% | 173 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 165 | $14K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -15.2% | 167 | $14K |
| GW&K Investment Management, LLC | 0.00% | No change | 169 | $14K |
| Davis Capital Management | 0.01% | No change | 150 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 150 | $13K |
| Fairfield Financial Advisors, LTD | 0.00% | — | 140 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 139 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 138 | $12K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 120 | $10K |
| IFS Advisors, LLC | 0.01% | No change | 118 | $10K |
| Sandy Spring Bank | 0.00% | No change | 117 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | New | 117 | $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 |
| Bogart Wealth, LLC | 0.00% | No change | 111 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -10.1% | 107 | $9K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 106 | $9K |
| CKW Financial Group | 0.00% | No change | 100 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 104 | $9K |
| Bokf, NA | 0.00% | Add +472.2% | 103 | $9K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 101 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 100 | $8K |
| PFG Private Wealth Management, LLC | 0.01% | New | 100 | $8K |
| Pineridge Advisors LLC | 0.00% | No change | 100 | $8K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 100 | $8K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 100 | $8K |
| HM Payson & Co. | 0.00% | New | 100 | $8K |
| Macroview Investment Management LLC | 0.01% | No change | 97 | $8K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +33.3% | 96 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -44.7% | 89 | $8K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 100 | $8K |
| Triad Wealth Partners, LLC | 0.00% | New | 92 | $8K |
| Global Financial Private Client, LLC | 0.00% | No change | 90 | $8K |
| CNB Bank | 0.00% | No change | 80 | $7K |
| True Wealth Design, LLC | 0.00% | Add +27.0% | 80 | $7K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 76 | $6K |
| POM Investment Strategies, LLC | 0.00% | New | 72 | $6K |
| Creekmur Asset Management LLC | 0.00% | New | 71 | $6K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -50.0% | 70 | $6K |
| Salem Investment Counselors Inc. | 0.00% | No change | 69 | $6K |
| WASHINGTON TRUST Co | 0.00% | New | 68 | $6K |
| HighMark Wealth Management LLC | 0.00% | Add +45.5% | 64 | $5K |
| Montag A & Associates Inc. | 0.00% | No change | 62 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 59 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -28.1% | 59 | $5K |
| Archer Investment Corp | 0.00% | No change | 57 | $5K |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -68.7% | 47 | $5K |
| M&R Capital Management Inc. | 0.00% | No change | 53 | $5K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 52 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 51 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -55.4% | 50 | $4K |
| Tompkins Financial Corp. | 0.00% | No change | 50 | $4K |
| Caitlin John, LLC | 0.00% | No change | 49 | $4K |
| ORG Partners LLC | 0.00% | No change | 44 | $4K |
| Janiczek Wealth Management, LLC | 0.00% | Reduce -71.0% | 43 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 41 | $3K |
| Institutional & Family Asset Management, LLC | 0.00% | Reduce -69.5% | 39 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 38 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 34 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -35.9% | 34 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 34 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 32 | $3K |
| WR Wealth Planners, LLC | 0.00% | No change | 33 | $3K |
| Wiser Advisor Group LLC | 0.00% | Add +3.3% | 31 | $3K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 29 | $2K |
| First Financial Corp. | 0.00% | No change | 27 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 26 | $2K |
| Gould Capital, LLC | 0.00% | No change | 25 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 24 | $2K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 24 | $2K |
| Financial Perspectives, Inc | 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% | No change | 20 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 20 | $2K |
| Lynx Investment Advisory | 0.00% | — | 19 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 19 | $2K |
| Larson Financial Group LLC | 0.00% | Reduce -98.7% | 18 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 18 | $2K |
| Colonial Trust Advisors | 0.00% | Reduce -94.2% | 18 | $2K |
| Mendota Financial Group, LLC | 0.00% | New | 17 | $1K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 16 | $1K |
| Byrne Asset Management LLC | 0.00% | No change | 16 | $1K |
| Godsey & Gibb, Inc. | 0.00% | No change | 15 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -92.1% | 15 | $1K |
| ClariVest Asset Management LLC | 0.00% | Reduce -17.6% | 14 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 13 | $1K |
| Summit Securities Group LLC | 0.00% | New | 16 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Dagco, Inc. | 0.00% | No change | 10 | $863 |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 10 | $850 |
| WFA Asset Management Corp | 0.00% | No change | 8 | $680 |
| NCP Inc. | 0.00% | No change | 8 | $680 |
| Private Ocean, LLC | 0.00% | New | 8 | $680 |
| Gradient Investments LLC | 0.00% | No change | 7 | $595 |
| New Millennium Group LLC | 0.00% | New | 6 | $519 |
| Nvwm, LLC | 0.00% | No change | 5 | $425 |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 4 | $340 |
| Abound Wealth Management | 0.00% | Reduce -86.4% | 3 | $255 |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -99.0% | 2 | $170 |
| Wolff Wiese Magana LLC | 0.00% | No change | 1 | $85 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $85 |
| City State Bank | 0.00% | New | 1 | $85 |
| 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.