Sony Group Corp. - SP ADRSONY
13F holders, Q3 2024 (September 30)659holders +8
83new positions
73sold out
6famous investors
$91.47avg. 13F price*
At the end of Q3 2024, 659 institutions reported holding Sony Group Corp. - SP ADR (SONY) in their 13F filings, up 8 from Q2 2024. 83 opened new positions and 73 sold out. The largest holders were Primecap Management Co. ($2.1B), Aristotle Capital Management, LLC ($1.0B) and Fisher Asset Management ($834.0M). 6 famous investors held it, including Mario Gabelli (1.3% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $157.0M |
| Exits | 73 | $471.5M |
All 13F filers, Q2 2024 → Q3 2024: 10,512,857 shares bought and 3,900,470 shares sold, net +6,612,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 659 holders
| Primecap Management Co. | 1.51% | Reduce -1.0% | 21,270,923 | $2.1B |
| Aristotle Capital Management, LLC | 1.88% | Reduce -0.4% | 10,688,040 | $1.0B |
| Fisher Asset Management | 0.34% | Add +12.7% | 8,636,355 | $834.0M |
| Bank of America Corp. | 0.04% | Add +7.7% | 4,983,068 | $481.2M |
| BlackRock, Inc. | 0.01% | — | 4,807,959 | $464.3M |
| Morgan Stanley | 0.03% | Add +2.2% | 4,432,701 | $428.1M |
| Mondrian Investment Partners LTD | 3.25% | Reduce -0.9% | 2,212,476 | $214.6M |
| Fiduciary Management Inc. | 1.83% | Add +47.0% | 2,162,722 | $208.9M |
| Harding Loevner LP | 1.18% | Add +165.3% | 5,204,934 | $204.3M |
| Goldman Sachs Group Inc. | 0.03% | Add +12.7% | 1,469,387 | $141.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +6.9% | 1,423,339 | $137.5M |
| Gabelli Funds LLC | 0.92% | Reduce -2.5% | 1,301,746 | $125.7M |
| GAMCO Investors | 1.27% | Reduce -4.2% | 1,285,929 | $124.2M |
| Clearbridge Investments, LLC | 0.09% | Add +12.1% | 1,226,353 | $118.4M |
| Royal Bank of Canada | 0.02% | Reduce -1.3% | 1,121,961 | $108.3M |
| Northern Trust Corp. | 0.02% | Add +0.5% | 1,069,271 | $103.3M |
| FMR LLC | 0.01% | Reduce -31.2% | 1,051,132 | $101.5M |
| Marshall Wace, LLP | 0.13% | Add +23.4% | 1,046,718 | $101.1M |
| Capital World Investors | 0.01% | New | 782,847 | $75.6M |
| Sei Investments Co. | 0.09% | Add +14.7% | 701,394 | $67.7M |
| Thrivent Financial for Lutherans | 0.12% | Add +0.5% | 637,656 | $61.6M |
| Wells Fargo & Company | 0.01% | Add +6.8% | 608,019 | $58.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.6% | 548,176 | $52.9M |
| Citigroup Inc. | 0.03% | Add +8.0% | 356,318 | $34.4M |
| JPMorgan Chase & Co. | 0.00% | Add +40.3% | 348,469 | $33.7M |
| Minneapolis Portfolio Management Group, LLC | 4.03% | Reduce -2.0% | 322,346 | $31.1M |
| Cardinal Capital Management, Inc. | 1.27% | Add +1.5% | 318,901 | $30.8M |
| CIBC Private Wealth Group LLC | 0.05% | Add +0.8% | 309,294 | $29.9M |
| Thornburg Investment Management Inc. | 0.39% | Add +61.4% | 309,094 | $29.8M |
| Creative Planning | 0.03% | Add +6.6% | 303,295 | $29.3M |
| Raymond James & Associates | 0.02% | Add +4.1% | 286,528 | $27.7M |
| Alberta Investment Management Corp | 0.25% | Reduce -38.4% | 281,160 | $27.2M |
| American Century Companies Inc. | 0.02% | Add +7.0% | 273,170 | $26.4M |
| Invesco Ltd. | 0.01% | Add +11.7% | 266,777 | $25.8M |
| Pictet North America Advisors SA | 2.33% | Add +19.4% | 243,975 | $23.6M |
| Mediolanum International Funds Ltd | 0.32% | New | 1,133,500 | $22.7M |
| Foresight Global Investors, Inc. | 12.15% | Reduce -14.4% | 232,044 | $22.4M |
| Stifel Financial Corp. | 0.02% | Reduce -0.7% | 220,462 | $21.3M |
| Martin Investment Management, LLC | 5.07% | Add +2.6% | 214,359 | $20.7M |
| Manning & Napier Advisors LLC | 0.23% | Reduce -3.0% | 212,108 | $20.5M |
| Nixon Capital, LLC | 7.03% | Add +1.4% | 207,225 | $20.0M |
| Bank of New York Mellon Corp | 0.00% | Add +3.7% | 204,838 | $19.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.0% | 188,638 | $18.2M |
| Todd Asset Management LLC | 0.42% | Reduce -0.4% | 187,072 | $18.1M |
| Theleme Partners LLP | 1.05% | New | 185,000 | $17.9M |
| Cabot Wealth Management Inc. | 2.00% | Add +1.0% | 165,791 | $16.0M |
| Cambiar Investors LLC | 0.61% | Add +10.9% | 163,228 | $15.8M |
| Neuberger Berman Group LLC | 0.01% | Add +23.6% | 162,116 | $15.6M |
| Arnhold LLC | 1.48% | Reduce -0.2% | 157,775 | $15.2M |
| Tocqueville Asset Management L.P. | 0.23% | No change | 152,985 | $14.8M |
| Cerity Partners LLC | 0.03% | Add +35.4% | 149,946 | $14.5M |
| Handelsbanken Fonder AB | 0.06% | Reduce -6.3% | 149,200 | $14.4M |
| Capital Fund Management S.A. | 0.16% | Reduce -3.0% | 144,600 | $14.0M |
| SouthState Bank Corp | 0.95% | Add +0.3% | 142,902 | $13.8M |
| Aperture Investors, LLC | 1.70% | No change | 138,438 | $13.4M |
| Beaumont Financial Advisors, LLC | 0.98% | Reduce -4.8% | 130,185 | $12.6M |
| Lathrop Investment Management Co. | 2.29% | Reduce -2.1% | 127,853 | $12.3M |
| US Bancorp \de | 0.02% | Add +9.8% | 127,457 | $12.3M |
| LPL Financial LLC | 0.01% | Add +5.6% | 126,990 | $12.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -14.9% | 126,193 | $12.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -10.3% | 126,124 | $12.2M |
| Rock Point Advisors, LLC | 3.31% | Reduce -7.0% | 125,497 | $12.1M |
| Lazard Asset Management LLC | 0.02% | Reduce -11.6% | 119,054 | $11.5M |
| Bank of Montreal | 0.01% | Reduce -0.6% | 116,391 | $11.2M |
| Susquehanna International Group, LLP | 0.02% | Add +453.7% | 115,272 | $11.1M |
| Quinn Opportunity Partners LLC | 1.09% | No change | 112,822 | $10.9M |
| Millennium Management | 0.01% | Add +19.6% | 112,662 | $10.9M |
| Teachers Retirement System of the State of Kentucky | 0.09% | No change | 108,700 | $10.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -8.0% | 108,105 | $10.4M |
| Henry James International Management Inc. | 3.52% | Reduce -6.1% | 104,597 | $10.1M |
| Crossmark Global Holdings, Inc. | 0.18% | Add +39.3% | 103,473 | $10.0M |
| CapWealth Advisors, LLC | 1.07% | Add +2.2% | 101,772 | $9.8M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -10.9% | 100,962 | $9.7M |
| Assetmark, Inc. | 0.03% | Add +4.1% | 100,165 | $9.7M |
| Oppenheimer Asset Management Inc. | 0.12% | Reduce -0.7% | 99,894 | $9.6M |
| T. Rowe Price Associates Inc. | 0.00% | New | 98,470 | $9.5M |
| UBS Group AG | 0.00% | Reduce -62.5% | 97,383 | $9.4M |
| Walleye Capital LLC | 0.10% | Reduce -29.8% | 91,983 | $8.9M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -6.3% | 91,500 | $8.8M |
| Abn Amro Investment Solutions | 0.15% | Reduce -15.0% | 90,600 | $8.7M |
| Scotia Capital Inc. | 0.05% | Add +0.0% | 87,719 | $8.5M |
| Truist Financial Corp. | 0.01% | Reduce -15.2% | 85,652 | $8.3M |
| Quantinno Capital Management LP | 0.11% | Add +231.9% | 85,412 | $8.2M |
| Live Oak Private Wealth LLC | 1.29% | Add +0.7% | 82,259 | $7.9M |
| M&T Bank Corp | 0.03% | Add +1.9% | 80,858 | $7.8M |
| Lighthouse Investment Partners, LLC | 0.42% | Reduce -62.5% | 80,110 | $7.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +25.5% | 79,211 | $7.6M |
| Twin Tree Management, LP | 0.17% | Add +153.9% | 76,341 | $7.4M |
| Ethic Inc. | 0.19% | Add +23.1% | 85,479 | $7.3M |
| Clark Estates Inc. | 1.35% | New | 75,000 | $7.2M |
| Jane Street Group, LLC | 0.01% | Add +119.1% | 73,702 | $7.1M |
| QRG Capital Management, Inc. | 0.08% | Add +11.5% | 73,663 | $7.1M |
| Harber Asset Management LLC | 2.11% | Reduce -51.6% | 72,185 | $7.0M |
| Pekin Hardy Strauss, Inc. | 0.88% | Reduce -3.9% | 70,796 | $6.8M |
| Natixis Advisors, LLC | 0.01% | Add +28.3% | 353,041 | $6.8M |
| Cwm, LLC | 0.03% | Reduce -3.3% | 69,381 | $6.7M |
| Atria Investments, Inc | 0.08% | Add +0.5% | 69,182 | $6.7M |
| Markel Group | 0.06% | No change | 67,000 | $6.5M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +2.0% | 66,919 | $6.5M |
| Orion Portfolio Solutions, LLC | 0.06% | Add +2.0% | 66,919 | $6.5M |
| Mariner, LLC | 0.01% | Add +4.1% | 66,822 | $6.4M |
| Eagle Global Advisors LLC | 0.32% | Reduce -1.5% | 66,363 | $6.4M |
| MML Investors Services, LLC | 0.02% | Add +10.9% | 63,102 | $6.1M |
| Susquehanna International Group Ltd. | 1.25% | New | 61,100 | $5.9M |
| Inlet Private Wealth, LLC | 1.49% | Add +0.1% | 60,900 | $5.9M |
| Renaissance Group LLC | 0.24% | Reduce -1.8% | 60,340 | $5.8M |
| Pathstone Holdings, LLC | 0.02% | Add +1.9% | 57,661 | $5.6M |
| Corient Private Wealth LP | 0.01% | Add +8.0% | 57,097 | $5.5M |
| American Trust Investment Advisors, LLC | 2.22% | Add +11.7% | 56,197 | $5.4M |
| Alkeon Capital Management LLC | 0.03% | No change | 55,000 | $5.3M |
| Park Avenue Securities LLC | 0.06% | Reduce -0.5% | 54,121 | $5.2M |
| Cresset Asset Management, LLC | 0.02% | Reduce -1.3% | 52,096 | $5.0M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +29.2% | 51,028 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Add +601.1% | 257,329 | $4.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.9% | 50,575 | $4.9M |
| Synovus Financial Corp. | 0.06% | Add +2.4% | 50,514 | $4.9M |
| Sit Investment Associates Inc. | 0.11% | Add +9.0% | 50,400 | $4.9M |
| DAVENPORT & Co LLC | 0.03% | Reduce -24.2% | 49,624 | $4.8M |
| Boston Common Asset Management, LLC | 0.12% | Reduce -1.8% | 49,523 | $4.8M |
| XY Capital Ltd | 2.46% | Reduce -39.9% | 47,195 | $4.6M |
| Oppenheimer & Co. Inc. | 0.07% | Add +0.8% | 46,948 | $4.5M |
| Townsquare Capital LLC | 0.05% | Add +3.0% | 45,981 | $4.4M |
| 1832 Asset Management L.P. | 0.01% | Add +0.8% | 45,922 | $4.4M |
| State Street Corp. | 0.00% | Add +1.0% | 44,853 | $4.3M |
| Cetera Investment Advisers | 0.01% | Add +4.7% | 44,799 | $4.3M |
| Highland Capital Management, LLC | 0.24% | Reduce -0.6% | 44,360 | $4.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.19% | Add +2.9% | 43,810 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Add +34.0% | 43,341 | $4.2M |
| Princeton Global Asset Management LLC | 0.81% | Add +1.3% | 43,194 | $4.2M |
| Timber Creek Capital Management LLC | 1.15% | Reduce -22.4% | 42,718 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +482.7% | 209,943 | $4.1M |
| Bailard, Inc. | 0.10% | Add +1.8% | 41,660 | $4.0M |
| Humankind Investments LLC | 1.41% | No change | 40,439 | $3.9M |
| Boston Partners | 0.00% | Add +110.6% | 43,144 | $3.7M |
| Fifth Third Bancorp | 0.01% | Reduce -0.3% | 38,340 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -4.6% | 36,886 | $3.6M |
| Rathbones Group PLC | 0.02% | Add +0.7% | 35,924 | $3.5M |
| Captrust Financial Advisors | 0.01% | Reduce -20.4% | 35,292 | $3.4M |
| Ritholtz Wealth Management | 0.10% | Add +38.3% | 34,357 | $3.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.8% | 33,467 | $3.2M |
| Delta Capital Management LLC | 1.84% | Add +400.0% | 162,925 | $3.1M |
| Waverly Advisors, LLC | 0.06% | Add +10.0% | 31,847 | $3.1M |
| Naviter Wealth, LLC | 0.42% | Add +6.7% | 31,130 | $3.0M |
| JCIC Asset Management Inc. | 1.21% | Add +0.4% | 30,647 | $3.0M |
| Pitcairn Co. | 0.17% | Add +9.5% | 30,536 | $2.9M |
| Frank, Rimerman Advisors LLC | 0.20% | No change | 29,834 | $2.9M |
| Madison Asset Management, LLC | 0.03% | Reduce -5.6% | 28,896 | $2.8M |
| Choreo, LLC | 0.04% | Add +2.4% | 28,453 | $2.8M |
| First Personal Financial Services | 0.58% | Reduce -1.2% | 28,468 | $2.7M |
| Jackson Hole Capital Partners, LLC | 0.57% | Reduce -4.3% | 28,294 | $2.7M |
| Blue Square Asset Management, LLC | 1.46% | Reduce -0.7% | 28,222 | $2.7M |
| Central Pacific Bank - Trust Division | 0.36% | No change | 28,100 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -91.7% | 27,852 | $2.7M |
| Focus Partners Wealth | 0.01% | Reduce -48.9% | 27,716 | $2.7M |
| Blueshift Asset Management, LLC | 0.66% | Add +95.0% | 27,468 | $2.7M |
| Signaturefd, LLC | 0.05% | Add +6.7% | 27,452 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.8% | 27,295 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.9% | 26,876 | $2.6M |
| Norges Bank | 0.00% | No change | 26,793 | $2.6M |
| First Trust Direct Indexing L.P. | 0.14% | Reduce -0.0% | 26,448 | $2.6M |
| Vontobel Holding Ltd. | 0.01% | Reduce -14.9% | 25,606 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.6% | 23,775 | $2.3M |
| Bourgeon Capital Management LLC | 0.44% | Reduce -5.0% | 23,484 | $2.3M |
| J. Safra Sarasin Holding AG | 0.04% | Reduce -2.1% | 22,855 | $2.2M |
| Skylands Capital, LLC | 0.29% | Reduce -30.1% | 22,300 | $2.2M |
| &partners | 0.04% | Add +136.3% | 21,266 | $2.1M |
| Columbia Asset Management | 0.36% | No change | 21,275 | $2.1M |
| NewEdge Wealth, LLC | 0.04% | Add +8.3% | 21,264 | $2.1M |
| Keybank National Association | 0.01% | Reduce -6.0% | 21,108 | $2.0M |
| Scharf Investments, LLC | 0.06% | Add +4.3% | 20,889 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Add +6.7% | 20,700 | $2.0M |
| Stamos Capital Partners, L.P. | 0.47% | Reduce -16.7% | 20,610 | $2.0M |
| Successful Portfolios LLC | 1.31% | Reduce -13.1% | 19,995 | $1.9M |
| Mill Creek Capital Advisors, LLC | 0.05% | Reduce -37.4% | 19,894 | $1.9M |
| Waldron Private Wealth LLC | 0.08% | Add +3.3% | 19,763 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.8% | 19,885 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +2.4% | 19,302 | $1.9M |
| Wolverine Trading, LLC | 0.05% | Add +170.0% | 19,364 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +68.1% | 19,214 | $1.9M |
| Nomura Holdings Inc. | 0.01% | New | 19,141 | $1.8M |
| Prosperity Consulting Group, LLC | 0.14% | Reduce -26.6% | 19,093 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -9.3% | 19,031 | $1.8M |
| Greenleaf Trust | 0.02% | Reduce -0.3% | 18,992 | $1.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.1% | 18,804 | $1.8M |
| Prudential Financial Inc. | 0.00% | Add +10.7% | 18,730 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Reduce -3.9% | 18,569 | $1.8M |
| Rhumbline Advisers | 0.00% | Add +6.6% | 18,541 | $1.8M |
| Foyston, Gordon & Payne Inc | 0.44% | Reduce -47.0% | 18,147 | $1.8M |
| Forum Financial Management, LP | 0.03% | Reduce -0.1% | 18,120 | $1.7M |
| Ellsworth Advisors, LLC | 0.44% | Add +6.8% | 17,769 | $1.7M |
| Walleye Trading LLC | 0.04% | Reduce -5.9% | 17,632 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +31.7% | 89,077 | $1.7M |
| Marks Group Wealth Management, Inc | 0.16% | Reduce -3.6% | 17,197 | $1.7M |
| Stiles Financial Services Inc | 0.58% | Reduce -0.2% | 17,026 | $1.6M |
| Barden Capital Management, Inc. | 1.44% | Add +11.0% | 16,924 | $1.6M |
| Doliver Advisors, LP | 0.45% | Reduce -2.9% | 16,836 | $1.6M |
| SOL Capital Management CO | 0.18% | Add +0.0% | 16,630 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -10.6% | 16,290 | $1.6M |
| Aviso Financial Inc. | 0.08% | Add +6.7% | 15,750 | $1.5M |
| Qtron Investments LLC | 0.21% | Add +75.8% | 15,715 | $1.5M |
| Capital Research Global Investors | 0.00% | Reduce -69.2% | 15,771 | $1.5M |
| Quadrant Capital Group LLC | 0.11% | Add +9.4% | 15,669 | $1.5M |
| Dynamic Technology Lab Private Ltd | 0.16% | Add +458.1% | 15,465 | $1.5M |
| Vident Advisory, LLC | 0.04% | Add +18.8% | 15,273 | $1.5M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -1.2% | 15,033 | $1.5M |
| Old Mission Capital LLC | 0.03% | Reduce -89.6% | 14,933 | $1.4M |
| 17 Capital Partners, LLC | 0.93% | No change | 14,842 | $1.4M |
| Hanson & Doremus Investment Management | 0.23% | No change | 14,837 | $1.4M |
| BTC Capital Management, Inc. | 0.13% | Add +6.7% | 14,673 | $1.4M |
| Calamos Advisors LLC | 0.01% | Reduce -0.9% | 14,562 | $1.4M |
| Principal Securities, Inc. | 0.03% | Add +15.1% | 14,453 | $1.4M |
| Vise Technologies, Inc. | 0.17% | Add +61.8% | 14,081 | $1.4M |
| Penbrook Management LLC | 0.88% | No change | 14,000 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.6% | 13,956 | $1.3M |
| AQR Capital Management | 0.00% | Add +203.3% | 13,872 | $1.3M |
| Compound Planning, Inc. | 0.08% | Add +41.0% | 13,859 | $1.3M |
| Raymond James Trust N.A. | 0.03% | Add +9.5% | 13,811 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Add +6.3% | 13,794 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +8.3% | 13,571 | $1.3M |
| Ballentine Partners, LLC | 0.02% | Add +3.6% | 13,337 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +2.3% | 14,077 | $1.2M |
| Sterling Capital Management LLC | 0.02% | — | 12,758 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Add +148.0% | 12,566 | $1.2M |
| Wealth Alliance, LLC | 0.14% | Add +3.3% | 12,373 | $1.2M |
| First Trust Advisors LP | 0.00% | Reduce -8.0% | 12,196 | $1.2M |
| Bray Capital Advisors | 0.29% | No change | 12,090 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +6.1% | 11,902 | $1.1M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -83.0% | 11,879 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -14.2% | 11,844 | $1.1M |
| NFJ Investment Group, LLC | 0.03% | Reduce -4.2% | 11,644 | $1.1M |
| Raelipskie Partnership | 0.55% | Reduce -16.1% | 11,628 | $1.1M |
| Ovata Capital Management Ltd | 0.47% | Add +84.3% | 11,370 | $1.1M |
| TD Private Client Wealth LLC | 0.03% | Add +15.3% | 11,238 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Add +0.7% | 11,162 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +6.8% | 11,147 | $1.1M |
| S&co Inc. | 0.07% | No change | 11,000 | $1.1M |
| Intrust Bank NA | 0.11% | Add +0.5% | 10,977 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -13.3% | 10,901 | $1.1M |
| Advisory Resource Group | 0.22% | Reduce -6.8% | 10,841 | $1.0M |
| CW Advisors, LLC | 0.01% | New | 10,812 | $1.0M |
| CVA Family Office, LLC | 0.17% | Add +0.2% | 10,787 | $1.0M |
| Guggenheim Capital LLC | 0.01% | Add +5.1% | 10,723 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.5% | 10,692 | $1.0M |
| WCM Investment Management, LLC | 0.00% | Reduce -0.8% | 10,614 | $1.0M |
| Brown Advisory Inc. | 0.00% | Reduce -5.0% | 10,507 | $1.0M |
| Regions Financial Corp. | 0.01% | Add +15.1% | 10,489 | $1.0M |
| Perigon Wealth Management, LLC | 0.03% | Add +309.1% | 9,975 | $963K |
| 44 Wealth Management LLC | 0.34% | — | 54,642 | $958K |
| Hancock Whitney Corp. | 0.03% | Reduce -0.9% | 9,616 | $929K |
| Ellevest, Inc. | 0.05% | Reduce -4.3% | 9,500 | $917K |
| Schechter Investment Advisors, LLC | 0.07% | Add +8.7% | 9,246 | $893K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.0% | 9,225 | $891K |
| Diversify Wealth Management, LLC | 0.09% | Add +511.4% | 50,399 | $883K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.15% | Add +1.7% | 9,116 | $880K |
| Henshaw Capital LLC | 0.04% | Add +162.6% | 8,928 | $862K |
| Callan Capital, LLC | 0.06% | Add +134.3% | 8,897 | $859K |
| Alhambra Investment Management LLC | 0.44% | Add +7.6% | 8,690 | $839K |
| Johnson Investment Counsel Inc. | 0.01% | Add +3.6% | 8,648 | $835K |
| V-Square Quantitative Management LLC | 0.12% | No change | 8,618 | $832K |
| Confluence Investment Management LLC | 0.01% | Reduce -1.9% | 8,602 | $831K |
| Heritage Family Offices, LLP | 0.43% | Add +0.8% | 8,526 | $823K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -3.6% | 8,452 | $816K |
| Evergreen Capital Management LLC | 0.03% | Add +25.7% | 8,420 | $813K |
| Aaron Wealth Advisors LLC | 0.10% | Add +26.8% | 8,362 | $808K |
| Lake Street Advisors Group, LLC | 0.04% | Reduce -27.3% | 8,185 | $790K |
| Belpointe Asset Management LLC | 0.05% | Reduce -12.5% | 8,110 | $783K |
| BKM Wealth Management, LLC | 0.31% | Reduce -8.9% | 7,923 | $765K |
| Jones Financial Companies LLLP | 0.00% | Add +89.9% | 7,956 | $765K |
| SageView Advisory Group, LLC | 0.04% | Reduce -9.9% | 7,879 | $761K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.8% | 7,869 | $760K |
| Capital International Investors | 0.00% | New | 7,888 | $758K |
| Mitchell & Pahl Private Wealth, LLC | 0.34% | Add +8.8% | 7,611 | $735K |
| Nuveen Asset Management, LLC | 0.00% | No change | 7,558 | $732K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.3% | 7,563 | $730K |
| XTX Topco Ltd | 0.05% | Reduce -24.6% | 7,526 | $727K |
| Procyon Advisors, LLC | 0.05% | Add +4.6% | 7,384 | $713K |
| Cibc World Market Inc. | 0.00% | Reduce -2.2% | 36,831 | $711K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 7,335 | $708K |
| Angeles Investment Advisors, LLC | 0.04% | Reduce -5.7% | 7,246 | $700K |
| Beverly Hills Private Wealth, LLC | 0.14% | Add +60.9% | 7,235 | $699K |
| DMC Group, LLC | 0.57% | Add +7.9% | 7,234 | $699K |
| Group One Trading LLC | 0.03% | New | 7,234 | $699K |
| Y.D. More Investments Ltd | 0.07% | No change | 7,213 | $697K |
| Parallel Advisors, LLC | 0.02% | Add +11.9% | 7,209 | $696K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.5% | 7,059 | $682K |
| Pacific Global Investment Management Co. | 0.12% | Reduce -0.1% | 7,050 | $681K |
| Chesapeake Asset Management LLC | 0.59% | Add +469.7% | 7,024 | $679K |
| Capital International, Inc. | 0.01% | New | 7,008 | $677K |
| Voya Investment Management LLC | 0.00% | New | 6,950 | $671K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -5.5% | 6,959 | $671K |
| One Wealth Advisors, LLC | 0.10% | Reduce -0.4% | 6,882 | $665K |
| Clarius Group, LLC | 0.05% | Reduce -20.4% | 6,813 | $658K |
| Five Oceans Advisors | 0.31% | Add +28.2% | 6,761 | $653K |
| Transcend Capital Advisors, LLC | 0.04% | Add +148.1% | 6,730 | $650K |
| Hilltop Holdings Inc. | 0.04% | Add +44.0% | 6,471 | $625K |
| Gladstone Institutional Advisory LLC | 0.03% | New | 6,426 | $621K |
| Ieq Capital, LLC | 0.01% | Add +14.0% | 6,418 | $620K |
| Portside Wealth Group, LLC | 0.10% | Reduce -0.7% | 6,341 | $612K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,271 | $606K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Add +0.1% | 6,163 | $595K |
| Franklin Resources Inc. | 0.00% | Add +0.8% | 31,162 | $595K |
| Legacy Financial Advisors, Inc. | 0.10% | Add +9.2% | 6,156 | $595K |
| Private Advisor Group, LLC | 0.00% | Add +3.8% | 6,156 | $595K |
| MAI Capital Management | 0.01% | Reduce -25.2% | 6,058 | $585K |
| Norden Group LLC | 0.07% | Add +88.7% | 5,926 | $572K |
| Valeo Financial Advisors, LLC | 0.02% | Add +5.3% | 5,865 | $566K |
| Personal Cfo Solutions, LLC | 0.08% | Add +3.4% | 5,805 | $561K |
| Journey Strategic Wealth LLC | 0.02% | Add +12.0% | 5,736 | $554K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -16.4% | 5,703 | $550K |
| Eagle Asset Management Inc. | 0.00% | Add +456.3% | 27,604 | $550K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -6.9% | 5,652 | $546K |
| GTS Securities LLC | 0.01% | Reduce -84.1% | 5,640 | $545K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.4% | 5,597 | $541K |
| Squarepoint Ops LLC | 0.00% | Reduce -81.0% | 5,586 | $539K |
| Keel Point, LLC | 0.04% | Add +1.0% | 5,583 | $539K |
| Clearstead Advisors, LLC | 0.01% | Reduce -3.8% | 5,581 | $539K |
| PDS Planning, Inc | 0.05% | Reduce -0.8% | 5,575 | $538K |
| GAMMA Investing LLC | 0.05% | Add +25.2% | 5,571 | $538K |
| Checchi Capital Advisers, LLC | 0.04% | Add +0.6% | 5,567 | $538K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.1% | 5,558 | $537K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +310.2% | 5,509 | $532K |
| West Family Investments, Inc. | 0.18% | Add +13.0% | 5,422 | $524K |
| Itau Unibanco Holding S.A. | 0.02% | Add +29.7% | 5,416 | $523K |
| Janus Henderson Group PLC | 0.00% | No change | 5,403 | $522K |
| Americana Partners, LLC | 0.04% | Add +19.6% | 5,365 | $518K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -1.7% | 5,292 | $511K |
| Flputnam Investment Management Co. | 0.01% | Add +15.9% | 5,253 | $507K |
| Riverwater Partners LLC | 0.25% | Add +47.6% | 5,320 | $505K |
| Seed Wealth Management, Inc. | 0.40% | No change | 5,215 | $504K |
| BigSur Wealth Management LLC | 0.14% | No change | 5,185 | $501K |
| Insigneo Advisory Services, LLC | 0.05% | Add +6.4% | 5,103 | $493K |
| Lido Advisors, LLC | 0.00% | Reduce -5.9% | 5,078 | $490K |
| Welch Group, LLC | 0.02% | No change | 5,000 | $483K |
| Whittier Trust Co. | 0.01% | Reduce -51.8% | 5,000 | $483K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.4% | 4,982 | $481K |
| Blue Trust, Inc. | 0.01% | Add +64.3% | 5,662 | $481K |
| Grassi Investment Management | 0.04% | Reduce -10.8% | 4,975 | $480K |
| Fiduciary Trust Co | 0.01% | Add +13.4% | 4,965 | $479K |
| Sage Rhino Capital LLC | 0.11% | Add +2.6% | 4,925 | $476K |
| Twelve Points Wealth Management LLC | 0.15% | Add +0.9% | 4,912 | $474K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -41.7% | 4,895 | $473K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +70.5% | 4,877 | $472K |
| Smartleaf Asset Management LLC | 0.06% | Add +191.4% | 4,899 | $471K |
| Blair William & Co. | 0.00% | Add +1.2% | 4,861 | $469K |
| Key Financial Inc | 0.10% | No change | 4,853 | $469K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -44.0% | 4,846 | $468K |
| Integrated Advisors Network LLC | 0.02% | Add +2.4% | 4,833 | $467K |
| Bridgewater Advisors Inc. | 0.05% | New | 26,044 | $465K |
| Cordatus Wealth Management LLC | 0.17% | No change | 4,765 | $460K |
| Opes Wealth Management LLC | 0.09% | No change | 4,692 | $453K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -16.0% | 4,691 | $453K |
| Farley Capital L.P. | 0.40% | No change | 4,650 | $449K |
| First Horizon Advisors, Inc. | 0.01% | Add +14.9% | 4,629 | $447K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.4% | 4,441 | $429K |
| London Co. of Virginia | 0.00% | No change | 4,400 | $425K |
| Graham Capital Management, L.P. | 0.02% | Reduce -57.2% | 4,391 | $424K |
| Mgo One Seven LLC | 0.02% | Reduce -15.9% | 4,361 | $421K |
| Aspen Grove Capital, LLC | 0.09% | Add +12.5% | 4,314 | $417K |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0.26% | No change | 4,285 | $414K |
| Nicolet Advisory Services, LLC | 0.04% | Add +4.2% | 4,383 | $412K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -81.3% | 4,252 | $411K |
| Lester Murray Antman dba SimplyRich | 0.11% | New | 4,241 | $409K |
| Strategic Global Advisors, LLC | 0.08% | New | 21,140 | $408K |
| Benjamin Edwards Inc. | 0.01% | New | 4,170 | $403K |
| Everpar Advisors LLC | 0.21% | Reduce -17.7% | 4,131 | $399K |
| Farther Finance Advisors, LLC | 0.01% | Add +8.2% | 4,071 | $393K |
| Fca Corp. | 0.12% | No change | 4,000 | $386K |
| Saturna Capital Corp. | 0.01% | No change | 4,000 | $386K |
| IHT Wealth Management, LLC | 0.01% | New | 3,985 | $385K |
| Earnest Partners LLC | 0.00% | Reduce -2.9% | 19,918 | $385K |
| Gallacher Capital Management LLC | 0.17% | Add +2.3% | 3,895 | $376K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.9% | 3,967 | $376K |
| Global Retirement Partners, LLC | 0.01% | Reduce -13.2% | 3,867 | $373K |
| Brighton Jones LLC | 0.01% | Reduce -0.1% | 3,814 | $368K |
| Blue Barn Wealth, LLC | 0.19% | Add +2.6% | 3,792 | $366K |
| Syon Capital LLC | 0.03% | New | 3,746 | $362K |
| Lindbrook Capital, LLC | 0.03% | Add +2.4% | 3,718 | $359K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 3,705 | $358K |
| Coldstream Capital Management Inc. | 0.01% | Add +23.2% | 3,993 | $352K |
| Hardy Reed LLC | 0.03% | No change | 3,643 | $352K |
| Berkshire Asset Management LLC | 0.02% | No change | 4,109 | $349K |
| Diversify Advisory Services, LLC | 0.02% | Add +348.5% | 19,214 | $344K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.7% | 3,542 | $342K |
| Sivia Capital Partners, LLC | 0.20% | Add +2.1% | 3,518 | $340K |
| Searle & Co. | 0.08% | No change | 3,460 | $334K |
| BNP Paribas Financial Markets | 0.00% | Reduce -88.0% | 3,449 | $333K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -2.0% | 3,418 | $330K |
| Financial Advocates Investment Management | 0.02% | Add +5.0% | 3,409 | $329K |
| Mizuho Markets Americas LLC | 0.01% | New | 3,351 | $324K |
| Barclays PLC | 0.00% | Reduce -97.3% | 3,340 | $323K |
| Dearborn Partners LLC | 0.01% | Add +1.0% | 3,324 | $321K |
| FFT Wealth Management LLC | 0.02% | No change | 3,284 | $317K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +11.8% | 3,276 | $316K |
| Argonautica Private Wealth Management, Inc. | 0.10% | Add +0.4% | 3,272 | $316K |
| Cetera Trust Company, N.A | 0.19% | No change | 3,265 | $315K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -59.2% | 3,254 | $314K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 3,222 | $311K |
| Aveo Capital Partners, LLC | 0.03% | Add +1.6% | 3,213 | $310K |
| Schroder Investment Management Group | 0.00% | Reduce -33.8% | 3,200 | $307K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -9.4% | 3,149 | $304K |
| Aljian Capital Management, LLC | 0.07% | New | 3,126 | $302K |
| Franklin Street Advisors Inc. | 0.02% | New | 3,099 | $299K |
| Bessemer Group Inc. | 0.00% | Add +72.5% | 3,047 | $294K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22.6% | 3,037 | $293K |
| Stephens Inc. | 0.00% | Reduce -4.1% | 3,037 | $293K |
| Deltec Asset Management LLC | 0.06% | No change | 3,000 | $290K |
| Narwhal Capital Management | 0.03% | No change | 3,000 | $290K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 2,972 | $287K |
| Portland Global Advisors LLC | 0.04% | Add +11.4% | 2,947 | $285K |
| First American Trust, FSB | 0.03% | New | 2,944 | $284K |
| ICONIQ Capital, LLC | 0.01% | New | 2,931 | $283K |
| First Foundation Advisors | 0.01% | Reduce -28.9% | 2,914 | $281K |
| Anchor Investment Management, LLC | 0.03% | No change | 2,875 | $278K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +1.2% | 2,804 | $271K |
| Optas, LLC | 0.06% | Add +5.4% | 2,782 | $269K |
| Credit Agricole S A | 0.00% | Add +12.8% | 13,879 | $268K |
| Wedmont Private Capital | 0.02% | Add +12.9% | 2,767 | $265K |
| Summitry LLC | 0.01% | Add +5.8% | 2,738 | $264K |
| Wilkinson Global Asset Management LLC | 0.02% | No change | 2,730 | $264K |
| Sage Mountain Advisors LLC | 0.02% | Add +4.8% | 2,724 | $263K |
| Unique Wealth Strategies, LLC | 0.11% | New | 2,696 | $260K |
| Baron Wealth Management LLC | 0.13% | Reduce -0.4% | 2,692 | $260K |
| Strategic Investment Advisors / MI | 0.03% | Add +0.6% | 2,684 | $259K |
| Dakota Wealth Management | 0.01% | Reduce -7.5% | 2,675 | $258K |
| Boston Financial Mangement LLC | 0.01% | No change | 2,640 | $255K |
| Seeds Investor LLC | 0.10% | New | 2,639 | $255K |
| HB Wealth Management, LLC | 0.00% | Add +8.0% | 2,632 | $254K |
| Stonegate Investment Group, LLC | 0.01% | New | 2,597 | $251K |
| Traveka Wealth, LLC | 0.13% | Reduce -0.6% | 2,576 | $249K |
| Addison Advisors LLC | 0.07% | Add +7.8% | 2,572 | $248K |
| Legacy Capital Group California, Inc. | 0.08% | Reduce -0.3% | 2,564 | $248K |
| Chicago Capital, LLC | 0.01% | No change | 2,549 | $246K |
| Chesapeake Capital Corp. | 0.22% | New | 2,530 | $244K |
| Tidal Investments LLC | 0.00% | New | 2,530 | $244K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 2,508 | $242K |
| Deutsche Bank AG | 0.00% | Add +2.7% | 2,460 | $238K |
| LRI Investments, LLC | 0.02% | Add +400.0% | 12,655 | $234K |
| HSBC Holdings PLC | 0.00% | Reduce -51.0% | 2,495 | $233K |
| Commerce Bank | 0.00% | New | 2,397 | $231K |
| Aprio Wealth Management, LLC | 0.04% | New | 2,386 | $230K |
| Manchester Capital Management LLC | 0.03% | No change | 2,370 | $229K |
| Certuity, LLC | 0.02% | New | 2,363 | $228K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.1% | 2,362 | $228K |
| NorthRock Partners, LLC | 0.01% | New | 2,352 | $227K |
| 9258 Wealth Management, LLC | 0.03% | New | 2,328 | $225K |
| Avior Wealth Management, LLC | 0.01% | Reduce -2.3% | 2,319 | $224K |
| Cromwell Holdings LLC | 0.14% | No change | 2,291 | $221K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 2,286 | $221K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 2,277 | $220K |
| Rehmann Capital Advisory Group | 0.01% | New | 2,241 | $220K |
| Inscription Capital, LLC | 0.03% | Reduce -32.4% | 2,271 | $219K |
| Canopy Partners, LLC | 0.09% | New | 2,265 | $219K |
| Somerset Trust Co | 0.08% | New | 2,240 | $216K |
| HighPoint Advisor Group LLC | 0.01% | New | 12,009 | $213K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -15.4% | 2,179 | $210K |
| Cynosure Group, LLC | 0.03% | New | 2,165 | $209K |
| OneAscent Financial Services LLC | 0.15% | New | 2,152 | $208K |
| Bowen Hanes & Co. Inc. | 0.01% | New | 2,139 | $207K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 2,137 | $206K |
| Kolinsky Wealth Management, LLC | 0.13% | New | 2,131 | $206K |
| Diversified Trust Co. | 0.01% | New | 2,115 | $204K |
| Financial Counselors Inc. | 0.00% | New | 2,099 | $203K |
| Delta Financial Advisors LLC | 0.07% | New | 2,095 | $202K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +19.2% | 2,095 | $202K |
| Meyer Handelman Co. | 0.01% | New | 2,087 | $202K |
| Drive Wealth Management, LLC | 0.05% | New | 2,079 | $201K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,079 | $201K |
| Capital Asset Advisory Services LLC | 0.01% | New | 2,110 | $201K |
| RMR Wealth Builders | 0.02% | New | 2,075 | $200K |
| Harrington Investments, INC | 0.11% | Reduce -28.3% | 2,072 | $200K |
| Arlington Trust Co LLC | 0.04% | No change | 2,034 | $196K |
| Motco | 0.02% | No change | 2,021 | $195K |
| Allianz SE | 0.01% | No change | 9,500 | $183K |
| Allworth Financial LP | 0.00% | Reduce -7.8% | 1,849 | $179K |
| Park Place Capital Corp | 0.05% | Reduce -15.0% | 1,814 | $175K |
| Rosenberg Matthew Hamilton | 0.04% | Add +5.0% | 1,638 | $158K |
| Grove Bank & Trust | 0.02% | Add +13.9% | 1,525 | $147K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -6.4% | 1,512 | $146K |
| Rothschild Investment LLC | 0.01% | Add +2.5% | 1,488 | $144K |
| Eagle Bay Advisors LLC | 0.05% | Reduce -0.8% | 1,429 | $138K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,415 | $137K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 1,408 | $136K |
| Brown Brothers Harriman & Co. | 0.00% | Add +106.2% | 1,390 | $134K |
| Investors Research Corp | 0.03% | No change | 1,364 | $132K |
| Geneos Wealth Management Inc. | 0.00% | Add +70.4% | 1,213 | $117K |
| UMB Bank, n.a. | 0.00% | Add +1.2% | 1,206 | $116K |
| American National Bank & Trust | 0.01% | No change | 1,172 | $113K |
| Russell Investments Group, Ltd. | 0.00% | Add +6.2% | 1,170 | $113K |
| GeoWealth Management, LLC | 0.00% | New | 1,102 | $106K |
| Maj Invest Holding A/S | 0.00% | No change | 1,100 | $106K |
| Mather Group, Llc. | 0.00% | Add +4.2% | 1,062 | $103K |
| Cape Investment Advisory, Inc. | 0.04% | Add +41.6% | 1,055 | $102K |
| Huntington National Bank | 0.00% | Add +41.4% | 1,008 | $97K |
| CoreCap Advisors, LLC | 0.00% | New | 1,000 | $97K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 990 | $95K |
| Spire Wealth Management | 0.00% | No change | 975 | $94K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -42.8% | 922 | $89K |
| Continuum Advisory, LLC | 0.01% | Add +418.0% | 4,802 | $89K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.5% | 888 | $86K |
| Towne Trust Company, N.A | 0.03% | No change | 880 | $85K |
| Lanark Financial, Inc. | 0.01% | Add +36.9% | 843 | $81K |
| Hexagon Capital Partners LLC | 0.02% | Add +38.6% | 836 | $81K |
| PEAK6 Investments LLC | 0.00% | Reduce -95.2% | 836 | $81K |
| Arax Advisory Partners | 0.01% | Add +1.9% | 787 | $76K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +12.2% | 651 | $62K |
| Private Trust Co. NA | 0.01% | No change | 636 | $61K |
| Pin Oak Investment Advisors Inc. | 0.05% | No change | 624 | $60K |
| Hobbs Group Advisors, LLC | 0.02% | No change | 580 | $56K |
| Financial Management Professionals, Inc. | 0.01% | Add +31.9% | 575 | $56K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +39.4% | 577 | $56K |
| Colonial Trust Co / SC | 0.01% | Add +2.3% | 570 | $55K |
| TD Waterhouse Canada Inc. | 0.00% | Add +92.7% | 557 | $54K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 544 | $53K |
| Vestor Capital, LLC | 0.00% | No change | 500 | $48K |
| Fortitude Family Office, LLC | 0.02% | Add +47.1% | 487 | $47K |
| Global Financial Private Client, LLC | 0.02% | Add +437.8% | 484 | $47K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 479 | $46K |
| Strengthening Families & Communities, LLC | 0.01% | No change | 473 | $46K |
| Alpine Bank Wealth Management | 0.01% | — | 470 | $45K |
| Castleview Partners, LLC | 0.03% | No change | 462 | $45K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -19.8% | 457 | $44K |
| Ridgewood Investments LLC | 0.02% | Reduce -7.8% | 446 | $43K |
| Pittenger & Anderson Inc. | 0.00% | New | 440 | $42K |
| Hollencrest Capital Management | 0.00% | No change | 419 | $40K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,012 | $40K |
| Leonteq Securities AG | 0.00% | Reduce -72.6% | 406 | $39K |
| Founders Capital Management | 0.02% | No change | 401 | $39K |
| Toronto Dominion Bank | 0.00% | No change | 1,900 | $37K |
| Harbour Investments, Inc. | 0.00% | Add +2.5% | 373 | $36K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 362 | $35K |
| Rise Advisors, LLC | 0.02% | No change | 350 | $34K |
| AdvisorNet Financial, Inc | 0.00% | No change | 342 | $33K |
| Hilltop National Bank | 0.01% | Reduce -55.6% | 339 | $33K |
| IFP Advisors, Inc | 0.00% | Reduce -4.7% | 327 | $32K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -1.6% | 308 | $30K |
| Operose Advisors LLC | 0.01% | No change | 304 | $29K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 301 | $29K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 300 | $29K |
| Accent Capital Management, LLC | 0.02% | No change | 276 | $27K |
| Asset Dedication, LLC | 0.00% | Add +333.9% | 256 | $25K |
| Avalon Trust Co | 0.00% | No change | 250 | $24K |
| General Partner, Inc. | 0.01% | No change | 249 | $24K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -22.5% | 248 | $24K |
| Fairscale Capital, LLC | 0.02% | Reduce -8.8% | 248 | $24K |
| Federated Hermes, Inc. | 0.00% | No change | 247 | $24K |
| Capital Analysts, LLC | 0.00% | New | 234 | $23K |
| Silicon Valley Capital Partners | 0.00% | No change | 231 | $22K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -0.9% | 225 | $22K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -1.8% | 222 | $21K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -2.8% | 205 | $20K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 200 | $19K |
| CENTRAL TRUST Co | 0.00% | No change | 196 | $19K |
| Copeland Capital Management, LLC | 0.00% | New | 177 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -18.1% | 168 | $16K |
| Clean Yield Group | 0.01% | New | 167 | $16K |
| Banque Cantonale Vaudoise | 0.00% | No change | 167 | $16K |
| GW&K Investment Management, LLC | 0.00% | No change | 169 | $16K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 165 | $16K |
| International Assets Investment Management, LLC | 0.00% | New | 152 | $15K |
| Davis Capital Management | 0.01% | No change | 150 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 150 | $14K |
| BNP Paribas | 0.00% | New | 150 | $14K |
| Fairfield Financial Advisors, LTD | 0.00% | No change | 140 | $14K |
| Bogart Wealth, LLC | 0.00% | Add +18.0% | 131 | $13K |
| Oakworth Capital, Inc. | 0.00% | New | 130 | $13K |
| McIlrath & Eck, LLC | 0.00% | Reduce -7.9% | 128 | $12K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 120 | $12K |
| IFS Advisors, LLC | 0.01% | No change | 118 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 117 | $11K |
| Horizon Investments, LLC | 0.00% | Add +9.4% | 584 | $11K |
| Valued Wealth Advisors LLC | 0.01% | No change | 115 | $11K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 115 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 115 | $11K |
| Sandy Spring Bank | 0.00% | Reduce -1.7% | 115 | $11K |
| Salomon & Ludwin, LLC | 0.00% | Add +61.4% | 113 | $11K |
| Reston Wealth Management LLC | 0.00% | New | 110 | $11K |
| Bangor Savings Bank | 0.00% | New | 108 | $10K |
| Parkside Financial Bank & Trust | 0.00% | No change | 107 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 104 | $10K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 100 | $10K |
| Hemington Wealth Management | 0.00% | New | 580 | $10K |
| CKW Financial Group | 0.00% | No change | 100 | $10K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 101 | $10K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 100 | $10K |
| Pineridge Advisors LLC | 0.00% | No change | 100 | $10K |
| Compass Wealth Management LLC | 0.00% | Reduce -82.6% | 100 | $10K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 100 | $10K |
| Macroview Investment Management LLC | 0.01% | No change | 97 | $9K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 96 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 89 | $9K |
| Larson Financial Group LLC | 0.00% | Add +400.0% | 90 | $9K |
| REAP Financial Group, LLC | 0.00% | New | 90 | $9K |
| Fourpath Capital Management, LLC | 0.00% | New | 88 | $8K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +49.1% | 88 | $8K |
| CNB Bank | 0.00% | No change | 80 | $8K |
| True Wealth Design, LLC | 0.00% | Reduce -1.3% | 79 | $8K |
| Highline Wealth Partners LLC | 0.00% | Add +51.0% | 77 | $7K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 77 | $7K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 76 | $7K |
| Creekmur Asset Management LLC | 0.00% | No change | 71 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 69 | $7K |
| HighMark Wealth Management LLC | 0.00% | No change | 64 | $6K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +1475.0% | 63 | $6K |
| Montag A & Associates Inc. | 0.00% | No change | 62 | $6K |
| Sunbelt Securities, Inc. | 0.00% | New | 59 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Add +16.0% | 58 | $6K |
| Archer Investment Corp | 0.00% | No change | 57 | $6K |
| M&R Capital Management Inc. | 0.00% | No change | 53 | $5K |
| MV Capital Management, Inc. | 0.00% | New | 52 | $5K |
| Tompkins Financial Corp. | 0.00% | No change | 50 | $5K |
| Caitlin John, LLC | 0.00% | Add +400.0% | 245 | $5K |
| Bear Mountain Capital, Inc. | 0.00% | Add +400.0% | 235 | $4K |
| ORG Partners LLC | 0.00% | No change | 44 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 41 | $4K |
| Northwest Financial Advisors | 0.00% | New | 40 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 38 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 34 | $3K |
| WR Wealth Planners, LLC | 0.00% | No change | 33 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 32 | $3K |
| Granite FO LLC | 0.00% | New | 32 | $3K |
| Wiser Advisor Group LLC | 0.00% | Reduce -3.2% | 30 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | New | 30 | $3K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 29 | $3K |
| Beacon Capital Management, LLC | 0.00% | New | 29 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 26 | $3K |
| Mendota Financial Group, LLC | 0.00% | Add +47.1% | 25 | $2K |
| Gould Capital, LLC | 0.00% | No change | 25 | $2K |
| Concord Wealth Partners | 0.00% | New | 25 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 24 | $2K |
| Brooklyn Investment Group | 0.00% | New | 21 | $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 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 19 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -91.4% | 18 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 18 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 18 | $2K |
| Heritage Wealth Advisors | 0.00% | New | 18 | $2K |
| Byrne Asset Management LLC | 0.00% | No change | 16 | $2K |
| Godsey & Gibb, Inc. | 0.00% | No change | 15 | $1K |
| ClariVest Asset Management LLC | 0.00% | No change | 14 | $1K |
| Dagco, Inc. | 0.00% | No change | 10 | $981 |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 10 | $966 |
| WFA Asset Management Corp | 0.00% | No change | 8 | $773 |
| NCP Inc. | 0.00% | No change | 8 | $773 |
| Ashton Thomas Securities, LLC | 0.00% | New | 7 | $676 |
| New Millennium Group LLC | 0.00% | No change | 6 | $589 |
| Nvwm, LLC | 0.00% | No change | 5 | $483 |
| Legacy Investment Solutions, LLC | 0.00% | — | 25 | $463 |
| Legacy Wealth Managment, LLC | 0.00% | — | 25 | $463 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 2 | $194 |
| Creative Financial Designs Inc. | 0.00% | Reduce -94.1% | 2 | $193 |
| Wolff Wiese Magana LLC | 0.00% | No change | 1 | $97 |
| City State Bank | 0.00% | No change | 1 | $97 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $97 |
| West Branch Capital LLC | 0.00% | New | 1 | $75 |
| 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.