Sony Group Corp. - SP ADRSONY
13F holders, Q1 2025 (March 31)749holders +29
100new positions
64sold out
5famous investors
$25.37avg. 13F price*
At the end of Q1 2025, 749 institutions reported holding Sony Group Corp. - SP ADR (SONY) in their 13F filings, up 29 from Q4 2024. 100 opened new positions and 64 sold out. The largest holders were Primecap Management Co. ($2.4B), Fisher Asset Management ($2.2B) and Aristotle Capital Management, LLC ($1.3B). 5 famous investors held it, including Mario Gabelli (1.7% of GAMCO Investors's portfolio), Ken Fisher (0.9% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $154.0M |
| Exits | 64 | $83.4M |
All 13F filers, Q4 2024 → Q1 2025: 55,261,943 shares bought and 46,633,530 shares sold, net +8,628,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 749 holders
| Primecap Management Co. | 1.97% | Reduce -7.9% | 93,959,475 | $2.4B |
| Fisher Asset Management | 0.94% | Add +88.5% | 85,597,524 | $2.2B |
| Aristotle Capital Management, LLC | 2.54% | Reduce -4.8% | 50,231,767 | $1.3B |
| Morgan Stanley | 0.04% | Reduce -1.4% | 21,664,762 | $550.1M |
| BlackRock, Inc. | 0.01% | Reduce -20.4% | 18,661,425 | $473.8M |
| Bank of America Corp. | 0.04% | Reduce -26.6% | 17,468,425 | $443.5M |
| Fiduciary Management Inc. | 2.42% | Reduce -4.5% | 9,853,055 | $250.2M |
| Harding Loevner LP | 1.91% | Reduce -3.0% | 9,830,162 | $249.6M |
| Mondrian Investment Partners LTD | 4.21% | Reduce -2.8% | 9,854,963 | $246.4M |
| Northern Trust Corp. | 0.03% | Add +3.4% | 7,845,521 | $199.2M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -4.3% | 7,371,467 | $187.2M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -11.2% | 6,342,023 | $161.0M |
| Gabelli Funds LLC | 1.22% | Reduce -2.3% | 6,222,680 | $158.0M |
| GAMCO Investors | 1.69% | Reduce -4.3% | 6,055,292 | $153.7M |
| FMR LLC | 0.01% | Add +3.7% | 5,816,987 | $147.7M |
| Clearbridge Investments, LLC | 0.13% | Reduce -2.0% | 5,810,394 | $147.5M |
| Royal Bank of Canada | 0.03% | Reduce -9.4% | 5,251,587 | $133.3M |
| Capital World Investors | 0.02% | Add +24.5% | 4,965,023 | $126.0M |
| Wellington Management Group LLP | 0.02% | New | 3,107,718 | $78.9M |
| Sei Investments Co. | 0.10% | Reduce -8.2% | 2,980,258 | $75.7M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.1% | 2,734,318 | $69.4M |
| Wells Fargo & Company | 0.02% | Reduce -7.3% | 2,682,312 | $68.1M |
| Ameriprise Financial Inc. | 0.01% | Add +124.5% | 2,060,705 | $52.8M |
| Natixis Advisors, LLC | 0.10% | Reduce -6.7% | 2,058,398 | $52.3M |
| Raymond James Financial Inc. | 0.02% | Add +0.4% | 1,753,173 | $44.5M |
| Creative Planning | 0.04% | Add +5.8% | 1,683,226 | $42.7M |
| American Century Companies Inc. | 0.03% | Add +8.3% | 1,615,703 | $41.0M |
| Minneapolis Portfolio Management Group, LLC | 5.65% | Reduce -2.0% | 1,601,019 | $40.6M |
| Cardinal Capital Management, Inc. | 1.38% | Reduce -0.6% | 1,595,810 | $40.5M |
| Citigroup Inc. | 0.03% | Reduce -11.2% | 1,586,065 | $40.3M |
| Todd Asset Management LLC | 0.91% | Add +59.2% | 1,515,899 | $38.5M |
| LMR Partners LLP | 1.03% | Reduce -31.0% | 1,463,008 | $37.1M |
| JPMorgan Chase & Co. | 0.00% | Add +3.0% | 1,383,059 | $35.1M |
| CIBC Private Wealth Group LLC | 0.07% | Add +6.0% | 1,622,717 | $34.6M |
| 1832 Asset Management L.P. | 0.06% | Add +702.4% | 1,318,299 | $33.5M |
| Pictet North America Advisors SA | 3.34% | Add +24.4% | 1,315,537 | $33.4M |
| Millennium Management | 0.03% | Reduce -65.1% | 1,297,028 | $32.9M |
| Martin Investment Management, LLC | 7.08% | Add +3.1% | 1,105,045 | $28.1M |
| UBS Group AG | 0.01% | Reduce -51.1% | 1,088,015 | $27.6M |
| Foresight Global Investors, Inc. | 18.65% | Reduce -6.7% | 1,044,627 | $26.5M |
| Invesco Ltd. | 0.00% | Reduce -15.1% | 1,007,271 | $25.6M |
| Alberta Investment Management Corp | 0.18% | No change | 1,000,000 | $25.4M |
| Balyasny Asset Management L.P. | 0.06% | New | 994,357 | $25.2M |
| Cambiar Investors LLC | 1.06% | Reduce -6.8% | 987,378 | $25.1M |
| Stifel Financial Corp. | 0.03% | Reduce -11.7% | 959,627 | $24.4M |
| Teachers Retirement System of the State of Kentucky | 0.21% | Add +60.7% | 936,100 | $23.8M |
| Cabot Wealth Management Inc. | 2.74% | Reduce -0.5% | 848,626 | $21.5M |
| LPL Financial LLC | 0.01% | Reduce -2.4% | 727,729 | $18.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -9.5% | 726,743 | $18.5M |
| Arnhold LLC | 1.84% | No change | 718,430 | $18.2M |
| Nixon Capital, LLC | 6.05% | Reduce -36.4% | 689,073 | $17.5M |
| SouthState Bank Corp | 0.79% | Reduce -2.1% | 679,607 | $17.3M |
| Cerity Partners LLC | 0.03% | Add +153.3% | 662,158 | $16.8M |
| US Bancorp \de | 0.02% | Reduce -0.1% | 661,403 | $16.8M |
| Thornburg Investment Management Inc. | 0.23% | Reduce -32.5% | 651,408 | $16.5M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +33.5% | 650,258 | $16.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -19.3% | 650,189 | $16.5M |
| Lathrop Investment Management Co. | 3.27% | Add +1.3% | 648,202 | $16.5M |
| Tocqueville Asset Management L.P. | 0.26% | Reduce -14.1% | 631,100 | $16.0M |
| Clark Estates Inc. | 3.23% | Reduce -14.3% | 600,000 | $15.2M |
| Quantinno Capital Management LP | 0.10% | Add +19.0% | 599,906 | $15.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -18.3% | 596,242 | $15.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +17.0% | 562,803 | $14.3M |
| CapWealth Advisors, LLC | 1.54% | Add +7.0% | 559,430 | $14.2M |
| Bank of Montreal | 0.01% | Reduce -2.0% | 552,963 | $14.0M |
| Norges Bank | 0.00% | No change | 538,250 | $13.7M |
| Susquehanna International Group, LLP | 0.02% | Add +250.4% | 535,717 | $13.6M |
| New York State Common Retirement Fund | 0.02% | Reduce -1.0% | 535,526 | $13.6M |
| Assetmark, Inc. | 0.04% | Reduce -2.9% | 533,155 | $13.5M |
| Crossmark Global Holdings, Inc. | 0.24% | Add +0.2% | 530,052 | $13.5M |
| Theleme Partners LLP | 1.05% | Reduce -43.2% | 525,000 | $13.3M |
| Henry James International Management Inc. | 4.55% | Reduce 0.0% | 523,159 | $13.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -13.1% | 518,949 | $13.2M |
| QRG Capital Management, Inc. | 0.13% | Add +15.5% | 497,818 | $12.6M |
| Rock Point Advisors, LLC | 3.86% | Reduce -21.1% | 493,185 | $12.5M |
| Marshall Wace, LLP | 0.02% | Reduce -67.1% | 491,819 | $12.5M |
| Mackenzie Financial Corp. | 0.02% | Add +30.6% | 481,381 | $12.2M |
| Handelsbanken Fonder AB | 0.05% | Reduce -22.6% | 480,000 | $12.2M |
| Ethic Inc. | 0.24% | Reduce -2.0% | 462,161 | $11.6M |
| Oppenheimer Asset Management Inc. | 0.14% | Reduce -6.0% | 455,264 | $11.6M |
| Live Oak Private Wealth LLC | 1.85% | Add +11.5% | 449,122 | $11.4M |
| Cullen/Frost Bankers, Inc. | 0.15% | Reduce -3.9% | 435,539 | $11.1M |
| Lazard Asset Management LLC | 0.02% | Reduce -28.4% | 432,909 | $11.0M |
| Truist Financial Corp. | 0.02% | Reduce -11.4% | 378,282 | $9.6M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -24.0% | 367,835 | $9.3M |
| Jane Street Group, LLC | 0.02% | Reduce -77.0% | 359,083 | $9.1M |
| Walleye Capital LLC | 0.11% | Reduce -43.6% | 350,044 | $8.9M |
| Capital Fund Management S.A. | 0.11% | Reduce -62.3% | 346,903 | $8.8M |
| Townsquare Capital LLC | 0.09% | Add +0.9% | 346,324 | $8.8M |
| Scotia Capital Inc. | 0.05% | Reduce -14.5% | 342,100 | $8.7M |
| First Trust Advisors LP | 0.01% | Add +84.0% | 341,378 | $8.7M |
| Mariner, LLC | 0.01% | Reduce -1.3% | 338,674 | $8.6M |
| MML Investors Services, LLC | 0.03% | Reduce -2.3% | 338,334 | $8.6M |
| Abn Amro Investment Solutions | 0.18% | Reduce -7.6% | 335,900 | $8.5M |
| Markel Group | 0.08% | No change | 335,000 | $8.5M |
| Vanguard Personalized Indexing Management, LLC | 0.12% | Add +14.2% | 330,035 | $8.4M |
| Aperture Investors, LLC | 1.27% | No change | 328,755 | $8.3M |
| Boston Common Asset Management, LLC | 0.25% | Add +42.5% | 326,389 | $8.3M |
| M&T Bank Corp | 0.03% | Reduce -14.7% | 324,389 | $8.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.2% | 303,049 | $7.7M |
| Cwm, LLC | 0.03% | Reduce -4.9% | 302,716 | $7.7M |
| Renaissance Group LLC | 0.33% | Reduce -11.3% | 297,624 | $7.6M |
| Boston Partners | 0.01% | Add +21.4% | 295,350 | $7.5M |
| Pekin Hardy Strauss, Inc. | 0.90% | Reduce -5.0% | 291,599 | $7.4M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -9.1% | 289,402 | $7.3M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -9.1% | 289,402 | $7.3M |
| Inlet Private Wealth, LLC | 1.91% | No change | 288,900 | $7.3M |
| Bfsg, LLC | 0.89% | Reduce -0.6% | 287,843 | $7.3M |
| Mercer Global Advisors Inc. | 0.02% | Add +16.5% | 283,026 | $7.2M |
| American Trust Investment Advisors, LLC | 3.00% | Reduce -1.4% | 282,625 | $7.2M |
| Synovus Financial Corp. | 0.09% | Add +11.7% | 281,443 | $7.1M |
| Pathstone Holdings, LLC | 0.03% | Reduce -2.4% | 281,115 | $7.1M |
| Alkeon Capital Management LLC | 0.04% | No change | 275,000 | $7.0M |
| Eagle Global Advisors LLC | 0.28% | Reduce -20.8% | 264,220 | $6.7M |
| Quinn Opportunity Partners LLC | 0.47% | Reduce -53.4% | 263,110 | $6.7M |
| Atria Investments, Inc | 0.09% | Reduce -29.0% | 262,716 | $6.7M |
| Sit Investment Associates Inc. | 0.15% | No change | 252,000 | $6.4M |
| Corient Private Wealth LP | 0.01% | Reduce -6.0% | 250,789 | $6.4M |
| State Street Corp. | 0.00% | Add +1.6% | 247,951 | $6.3M |
| Oppenheimer & Co. Inc. | 0.09% | Add +0.1% | 240,163 | $6.1M |
| T. Rowe Price Associates Inc. | 0.00% | New | 237,200 | $6.0M |
| Polar Asset Management Partners Inc. | 0.28% | New | 234,668 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +2.5% | 233,784 | $5.9M |
| Quadrant Capital Group LLC | 0.22% | Add +179.8% | 230,533 | $5.9M |
| Aquatic Capital Management LLC | 0.15% | Add +306.5% | 229,969 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.0% | 220,230 | $5.6M |
| Princeton Global Asset Management LLC | 1.08% | Reduce -0.5% | 214,963 | $5.5M |
| Timber Creek Capital Management LLC | 1.44% | Reduce -0.3% | 213,214 | $5.4M |
| Massachusetts Financial Services Co. | 0.00% | Add +111.3% | 211,399 | $5.4M |
| XY Capital Ltd | 3.43% | Reduce -77.7% | 204,951 | $5.2M |
| Highland Capital Management, LLC | 0.31% | Reduce -5.6% | 202,475 | $5.1M |
| Humankind Investments LLC | 1.33% | No change | 202,195 | $5.1M |
| Waverly Advisors, LLC | 0.06% | Add +6.0% | 201,059 | $5.1M |
| Alight Capital Management LP | 2.68% | New | 200,000 | $5.1M |
| Ritholtz Wealth Management | 0.15% | Add +14.6% | 193,826 | $4.9M |
| DAVENPORT & Co LLC | 0.03% | Reduce -17.3% | 191,924 | $4.9M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +109.1% | 190,260 | $4.8M |
| AQR Capital Management | 0.00% | Add +26.7% | 178,889 | $4.5M |
| PEAK6 LLC | 0.18% | Add +201.8% | 178,805 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -4.7% | 174,145 | $4.4M |
| Captrust Financial Advisors | 0.01% | Add +11.7% | 171,418 | $4.4M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.39% | No change | 165,750 | $4.2M |
| Fifth Third Bancorp | 0.02% | Add +4.8% | 165,303 | $4.2M |
| Rathbones Group PLC | 0.02% | Reduce -4.3% | 164,407 | $4.2M |
| J. Safra Sarasin Holding AG | 0.07% | Add +18.1% | 162,037 | $4.1M |
| Pitcairn Co. | 0.25% | Reduce -2.9% | 161,800 | $4.1M |
| Focus Partners Wealth | 0.01% | Add +0.7% | 158,578 | $4.0M |
| Delta Capital Management LLC | 2.34% | Reduce -3.4% | 157,025 | $4.0M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -37.7% | 156,784 | $4.0M |
| JCIC Asset Management Inc. | 1.63% | Reduce -1.6% | 153,410 | $3.9M |
| Carrera Capital Advisors | 0.84% | Add +8.4% | 148,545 | $3.8M |
| Signaturefd, LLC | 0.07% | Add +1.8% | 146,475 | $3.7M |
| Jackson Hole Capital Partners, LLC | 0.72% | Add +1.7% | 143,315 | $3.6M |
| Blue Square Asset Management, LLC | 1.96% | Reduce -1.7% | 143,151 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.9% | 143,125 | $3.6M |
| Naviter Wealth, LLC | 0.42% | Add +0.4% | 138,840 | $3.5M |
| WCM Investment Management, LLC | 0.01% | Add +34.6% | 137,675 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.4% | 133,976 | $3.4M |
| Choreo, LLC | 0.05% | Reduce -2.1% | 131,122 | $3.3M |
| Franklin Resources Inc. | 0.00% | Reduce -0.6% | 126,478 | $3.2M |
| Capital Wealth Planning, LLC | 0.03% | New | 126,315 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.1% | 123,262 | $3.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -0.8% | 122,000 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +36.0% | 114,733 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +35.3% | 113,092 | $2.9M |
| Voya Investment Management LLC | 0.00% | New | 112,340 | $2.9M |
| Madison Asset Management, LLC | 0.03% | Reduce -7.0% | 108,524 | $2.8M |
| Forum Financial Management, LP | 0.05% | Reduce -6.0% | 108,375 | $2.8M |
| Lhm, Inc. | 0.90% | New | 106,899 | $2.7M |
| Keybank National Association | 0.01% | Add +1.8% | 106,778 | $2.7M |
| Columbia Asset Management | 0.55% | Reduce -0.2% | 106,298 | $2.7M |
| &partners | 0.03% | Reduce -10.5% | 107,253 | $2.7M |
| Figure 8 Investment Strategies LLC | 2.79% | Add +7.7% | 104,768 | $2.7M |
| Scharf Investments, LLC | 0.08% | Reduce -1.1% | 103,275 | $2.6M |
| Central Pacific Bank - Trust Division | 0.38% | Reduce -2.8% | 102,500 | $2.6M |
| NewEdge Wealth, LLC | 0.05% | Reduce -1.1% | 101,421 | $2.6M |
| Graham Capital Management, L.P. | 0.12% | Add +24.5% | 101,303 | $2.6M |
| Mill Creek Capital Advisors, LLC | 0.06% | Add +1.6% | 100,863 | $2.6M |
| Mizuho Securities USA LLC | 0.05% | New | 100,000 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.5% | 99,769 | $2.5M |
| Successful Portfolios LLC | 1.70% | Reduce -1.5% | 98,576 | $2.5M |
| Compound Planning, Inc. | 0.11% | Add +18.7% | 97,259 | $2.5M |
| Vident Advisory, LLC | 0.04% | Add +4.5% | 97,210 | $2.5M |
| Caprock Group, LLC | 0.07% | Reduce -9.4% | 95,784 | $2.4M |
| Bailard, Inc. | 0.06% | Reduce -41.6% | 94,714 | $2.4M |
| Ellsworth Advisors, LLC | 0.62% | Add +0.9% | 93,156 | $2.4M |
| Ovata Capital Management Ltd | 0.90% | Add +111.6% | 93,465 | $2.4M |
| SG Americas Securities, LLC | 0.01% | Add +76.1% | 91,803 | $2.3M |
| Waldron Private Wealth LLC | 0.11% | Reduce -7.1% | 91,655 | $2.3M |
| Harber Asset Management LLC | 0.83% | Reduce -78.1% | 90,146 | $2.3M |
| BTC Capital Management, Inc. | 0.20% | Add +45.5% | 87,867 | $2.2M |
| Rhumbline Advisers | 0.00% | Reduce -5.8% | 87,783 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -2.9% | 87,294 | $2.2M |
| Foyston, Gordon & Payne Inc | 0.55% | Reduce -3.7% | 86,928 | $2.2M |
| Ballentine Partners, LLC | 0.04% | Add +18.4% | 86,779 | $2.2M |
| Barden Capital Management, Inc. | 1.95% | Add +1.2% | 86,532 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.1% | 86,407 | $2.2M |
| Vontobel Holding Ltd. | 0.01% | Reduce -9.2% | 83,415 | $2.1M |
| Earnest Partners LLC | 0.01% | Reduce -14.4% | 83,341 | $2.1M |
| Frank, Rimerman Advisors LLC | 0.17% | Reduce -0.3% | 82,811 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.4% | 81,092 | $2.1M |
| Prosperity Consulting Group, LLC | 0.15% | Reduce -10.8% | 78,694 | $2.0M |
| Y.D. More Investments Ltd | 0.17% | Add +116.5% | 78,065 | $2.0M |
| Doliver Advisors, LP | 0.56% | Reduce -6.9% | 77,989 | $2.0M |
| Aviso Financial Inc. | 0.10% | Add +0.3% | 77,970 | $2.0M |
| SOL Capital Management CO | 0.22% | No change | 77,595 | $2.0M |
| Cibc World Market Inc. | 0.00% | Reduce -40.4% | 77,417 | $2.0M |
| Hantz Financial Services, Inc. | 0.03% | Add +2.5% | 77,033 | $2.0M |
| Maxi Investments CY Ltd | 0.39% | Add +222.6% | 76,812 | $1.9M |
| Greenleaf Trust | 0.02% | Reduce -22.5% | 74,511 | $1.9M |
| 17 Capital Partners, LLC | 1.21% | No change | 74,210 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -55.5% | 73,570 | $1.9M |
| TD Private Client Wealth LLC | 0.05% | Add +3.0% | 73,379 | $1.9M |
| Calamos Advisors LLC | 0.01% | Add +0.4% | 73,110 | $1.9M |
| Qtron Investments LLC | 0.28% | Reduce -7.0% | 73,101 | $1.9M |
| Marks Group Wealth Management, Inc | 0.18% | Reduce -5.6% | 71,738 | $1.8M |
| Ellevest, Inc. | 0.12% | Reduce -0.1% | 71,611 | $1.8M |
| Henshaw Capital LLC | 0.08% | Add +58.1% | 70,592 | $1.8M |
| 44 Wealth Management LLC | 0.66% | Add +2.7% | 69,350 | $1.8M |
| Natural Investments, LLC | 0.49% | Reduce -0.1% | 68,657 | $1.7M |
| Hanson & Doremus Investment Management | 0.25% | Reduce -4.8% | 68,540 | $1.7M |
| Penbrook Management LLC | 1.31% | No change | 68,500 | $1.7M |
| Little House Capital LLC | 0.47% | New | 68,063 | $1.7M |
| Callan Family Office, LLC | 0.13% | Reduce -32.9% | 67,835 | $1.7M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Reduce -2.3% | 66,652 | $1.7M |
| Stiles Financial Services Inc | 0.64% | Reduce -17.6% | 66,090 | $1.7M |
| Group One Trading LLC | 0.07% | Add +13.7% | 65,065 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +34.3% | 64,583 | $1.6M |
| Diversify Wealth Management, LLC | 0.12% | Add +6.5% | 63,491 | $1.6M |
| Sterling Capital Management LLC | 0.03% | Add +7.9% | 64,023 | $1.6M |
| Belpointe Asset Management LLC | 0.08% | Add +662.9% | 63,744 | $1.6M |
| Gibbs Wealth Management | 0.39% | Add +12.7% | 63,542 | $1.6M |
| Wealth Alliance, LLC | 0.19% | Reduce -3.2% | 62,023 | $1.6M |
| Intrust Bank NA | 0.16% | Add +6.2% | 61,899 | $1.6M |
| Secured Retirement Advisors, LLC | 1.01% | Reduce -2.9% | 61,465 | $1.6M |
| Capital International, Inc. | 0.02% | Add +25.3% | 61,181 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.5% | 59,838 | $1.5M |
| Moors & Cabot, Inc. | 0.08% | Reduce -3.7% | 59,525 | $1.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.10% | New | 59,227 | $1.5M |
| CW Advisors, LLC | 0.02% | Add +0.1% | 58,792 | $1.5M |
| V-Square Quantitative Management LLC | 0.22% | No change | 58,606 | $1.5M |
| Blair William & Co. | 0.00% | Add +149.7% | 58,033 | $1.5M |
| Callan Capital, LLC | 0.11% | Add +19.5% | 57,549 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +3.4% | 57,049 | $1.4M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -30.3% | 55,711 | $1.4M |
| S&co Inc. | 0.09% | No change | 55,000 | $1.4M |
| Regions Financial Corp. | 0.01% | Reduce -2.4% | 54,537 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Add +1.1% | 54,536 | $1.4M |
| Raelipskie Partnership | 0.71% | Reduce -6.8% | 54,181 | $1.4M |
| Wincap Financial LLC | 1.30% | Add +68.2% | 53,941 | $1.4M |
| Aaron Wealth Advisors LLC | 0.15% | Add +4.7% | 52,571 | $1.3M |
| Integrity Alliance, Llc. | 0.05% | New | 52,150 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -13.2% | 51,592 | $1.3M |
| Stamos Capital Partners, L.P. | 0.34% | Add +116.3% | 51,312 | $1.3M |
| Capital International Investors | 0.00% | Add +0.2% | 51,312 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Reduce -0.4% | 48,254 | $1.2M |
| Evergreen Capital Management LLC | 0.04% | Add +1.9% | 48,010 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.4% | 47,482 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -5.7% | 46,112 | $1.2M |
| Trustmark Bank Trust Department | 0.09% | New | 46,070 | $1.2M |
| Ieq Capital, LLC | 0.01% | Add +39.4% | 45,786 | $1.2M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.17% | Reduce -0.1% | 45,500 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | Reduce -8.8% | 45,286 | $1.1M |
| Fiduciary Trust Co | 0.01% | Add +51.0% | 44,147 | $1.1M |
| Banco Santander, S.A. | 0.01% | Add +33.0% | 43,350 | $1.1M |
| Hancock Whitney Corp. | 0.04% | Reduce -16.2% | 43,295 | $1.1M |
| ESL Trust Services, LLC | 0.25% | No change | 43,000 | $1.1M |
| Confluence Investment Management LLC | 0.02% | Reduce -0.4% | 42,975 | $1.1M |
| Nuveen, LLC | 0.00% | — | 42,653 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +888.0% | 42,406 | $1.1M |
| Portside Wealth Group, LLC | 0.17% | Reduce -0.1% | 42,115 | $1.1M |
| Advisory Resource Group | 0.22% | Reduce -16.6% | 41,772 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -4.3% | 41,393 | $1.1M |
| Beverly Hills Private Wealth, LLC | 0.21% | Add +4.8% | 41,005 | $1.0M |
| Five Oceans Advisors | 0.50% | No change | 40,814 | $1.0M |
| Credit Agricole S A | 0.00% | Add +6.6% | 40,629 | $1.0M |
| Schechter Investment Advisors, LLC | 0.08% | Reduce -10.7% | 40,306 | $1.0M |
| SageView Advisory Group, LLC | 0.04% | Add +0.4% | 39,518 | $1.0M |
| Chesapeake Asset Management LLC | 0.95% | Add +148.1% | 39,412 | $1.0M |
| Strategic Global Advisors, LLC | 0.20% | Reduce -1.7% | 39,315 | $998K |
| DMC Group, LLC | 0.81% | Add +4.3% | 39,280 | $997K |
| GAMMA Investing LLC | 0.07% | Add +21.9% | 39,179 | $995K |
| Mitchell & Pahl Private Wealth, LLC | 0.46% | Reduce -4.3% | 38,585 | $980K |
| Alhambra Investment Management LLC | 0.50% | Reduce -3.7% | 38,508 | $978K |
| Clarius Group, LLC | 0.06% | Add +12.8% | 38,425 | $976K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -22.6% | 38,060 | $966K |
| Clearstead Advisors, LLC | 0.01% | Add +33.1% | 37,929 | $963K |
| Heritage Family Offices, LLP | 0.49% | Reduce -22.3% | 37,771 | $959K |
| Brown Advisory Inc. | 0.00% | Add +4.5% | 37,659 | $956K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -10.4% | 37,413 | $950K |
| Procyon Advisors, LLC | 0.06% | Reduce -1.4% | 37,189 | $944K |
| BKM Wealth Management, LLC | 0.38% | Reduce -8.6% | 36,604 | $929K |
| Legacy Financial Advisors, Inc. | 0.15% | Reduce -18.7% | 36,134 | $917K |
| Smartleaf Asset Management LLC | 0.09% | Add +11.0% | 36,334 | $912K |
| Composition Wealth, LLC | 0.02% | Add +0.0% | 35,765 | $908K |
| Syon Capital LLC | 0.07% | Add +66.4% | 35,422 | $899K |
| Jones Financial Companies LLLP | 0.00% | Add +16.8% | 35,617 | $894K |
| Norden Group LLC | 0.10% | Reduce -6.4% | 34,976 | $888K |
| Mission Wealth Management, LP | 0.02% | Reduce -6.4% | 34,726 | $882K |
| ICONIQ Capital, LLC | 0.02% | Add +19.9% | 34,571 | $878K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -50.0% | 34,449 | $875K |
| One Wealth Advisors, LLC | 0.13% | Reduce -0.2% | 34,400 | $873K |
| Parallel Advisors, LLC | 0.02% | Reduce -15.2% | 33,827 | $859K |
| Fortis Capital Advisors, LLC | 0.17% | New | 33,493 | $850K |
| Avantra Family Wealth, Inc. | 0.80% | Add +45.2% | 32,646 | $829K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -53.8% | 32,435 | $824K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.1% | 32,354 | $821K |
| HB Wealth Management, LLC | 0.01% | Add +156.3% | 32,272 | $819K |
| Private Advisor Group, LLC | 0.00% | Add +30.8% | 32,134 | $816K |
| Hilltop Holdings Inc. | 0.05% | Reduce -6.3% | 31,961 | $811K |
| PDS Planning, Inc | 0.07% | Add +9.7% | 31,692 | $805K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 31,205 | $792K |
| Future Fund LLC | 1.01% | New | 30,848 | $783K |
| Shufro Rose & Co. LLC | 0.06% | New | 30,740 | $780K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +37.2% | 30,454 | $773K |
| Personal Cfo Solutions, LLC | 0.15% | Add +0.2% | 30,036 | $763K |
| Allianz SE | 0.02% | No change | 30,000 | $762K |
| Checchi Capital Advisers, LLC | 0.05% | Add +6.3% | 29,864 | $758K |
| Principal Securities, Inc. | 0.02% | No change | 35,608 | $753K |
| Cresset Asset Management, LLC | 0.00% | Reduce -41.1% | 29,650 | $753K |
| Lester Murray Antman dba SimplyRich | 0.21% | Add +0.0% | 29,067 | $738K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -98.8% | 37,502 | $729K |
| Bayesian Capital Management, LP | 0.12% | Reduce -29.8% | 28,360 | $720K |
| Prospera Financial Services Inc | 0.02% | Add +0.8% | 27,995 | $711K |
| Brooklyn Investment Group | 0.15% | Add +804.8% | 27,877 | $708K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +34.8% | 27,737 | $704K |
| Bridgewater Advisors Inc. | 0.06% | Add +3.7% | 27,300 | $703K |
| Aprio Wealth Management, LLC | 0.09% | Add +84.4% | 27,628 | $701K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -5.7% | 27,483 | $698K |
| Versant Capital Management, Inc | 0.12% | Add +1152.5% | 27,304 | $693K |
| West Family Investments, Inc. | 0.26% | No change | 26,725 | $679K |
| Janus Henderson Group PLC | 0.00% | No change | 27,015 | $678K |
| BSW Wealth Partners | 0.10% | Add +87.0% | 26,662 | $677K |
| Bourgeon Capital Management LLC | 0.15% | Reduce -71.7% | 26,553 | $674K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.2% | 26,394 | $670K |
| Lido Advisors, LLC | 0.00% | Add +3.7% | 26,369 | $670K |
| Quantum Portfolio Management LLC | 0.34% | New | 26,092 | $662K |
| Seed Wealth Management, Inc. | 0.54% | No change | 26,075 | $662K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -3.3% | 25,945 | $659K |
| BigSur Wealth Management LLC | 0.18% | No change | 25,925 | $658K |
| Parr McKnight Wealth Management Group, LLC | 0.09% | No change | 25,683 | $652K |
| Riverwater Partners LLC | 0.33% | Reduce -4.5% | 25,390 | $645K |
| Keel Point, LLC | 0.05% | Reduce -10.0% | 25,345 | $644K |
| Cordatus Wealth Management LLC | 0.18% | Add +5.6% | 25,292 | $642K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -3.4% | 25,015 | $635K |
| Whittier Trust Co. | 0.01% | No change | 24,765 | $629K |
| Welch Group, LLC | 0.03% | Reduce -1.1% | 25,000 | $627K |
| Sage Rhino Capital LLC | 0.15% | Reduce -0.7% | 24,648 | $626K |
| Key Financial Inc | 0.14% | No change | 24,462 | $621K |
| Mgo One Seven LLC | 0.02% | Reduce -20.9% | 24,454 | $621K |
| Aspen Grove Capital, LLC | 0.12% | Reduce -1.4% | 24,181 | $614K |
| Wolverine Trading, LLC | 0.02% | New | 24,372 | $611K |
| Opes Wealth Management LLC | 0.12% | No change | 23,460 | $596K |
| Atlatl Advisers LLC | 0.39% | Add +15.7% | 23,410 | $594K |
| Twelve Points Wealth Management LLC | 0.16% | Reduce -1.7% | 23,345 | $593K |
| Farley Capital L.P. | 0.55% | No change | 23,250 | $590K |
| MAI Capital Management | 0.00% | Reduce -9.6% | 22,991 | $584K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.6% | 22,863 | $581K |
| Itau Unibanco Holding S.A. | 0.02% | Reduce -16.6% | 22,580 | $573K |
| OneAscent Financial Services LLC | 0.04% | Add +96.4% | 22,354 | $566K |
| Integrated Advisors Network LLC | 0.03% | Reduce -1.8% | 22,025 | $559K |
| London Co. of Virginia | 0.00% | No change | 22,000 | $559K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -5.1% | 21,845 | $555K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | New | 21,680 | $551K |
| Yousif Capital Management, LLC | 0.01% | Reduce -77.2% | 21,685 | $551K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -14.9% | 21,621 | $549K |
| Severin Investments, LLC | 0.54% | Reduce -2.4% | 21,360 | $542K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.0% | 21,341 | $542K |
| Flputnam Investment Management Co. | 0.01% | Reduce -11.6% | 21,086 | $535K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -31.2% | 20,323 | $516K |
| Lindbrook Capital, LLC | 0.05% | Add +4.5% | 20,187 | $513K |
| May Hill Capital, LLC | 0.19% | Add +7.7% | 20,156 | $512K |
| Americana Partners, LLC | 0.02% | Reduce -24.9% | 20,114 | $511K |
| Kathmere Capital Management, LLC | 0.04% | Add +81.2% | 20,057 | $509K |
| Gallacher Capital Management LLC | 0.25% | Add +1.4% | 20,048 | $509K |
| Fca Corp. | 0.16% | Add +308.2% | 20,000 | $508K |
| Saturna Capital Corp. | 0.01% | No change | 20,000 | $508K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +0.6% | 19,989 | $504K |
| Benjamin Edwards Inc. | 0.01% | Reduce -9.4% | 19,483 | $495K |
| Blue Barn Wealth, LLC | 0.26% | Add +1.5% | 19,371 | $492K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -2.2% | 21,429 | $491K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +5.0% | 19,279 | $489K |
| White Knight Strategic Wealth Advisors, LLC | 0.45% | Reduce -57.1% | 19,230 | $488K |
| Everpar Advisors LLC | 0.25% | Reduce -9.7% | 18,855 | $479K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +78.3% | 18,843 | $478K |
| Acadian Asset Management LLC | 0.00% | Reduce -51.7% | 18,662 | $473K |
| Optas, LLC | 0.08% | Add +3.7% | 18,558 | $471K |
| Summitry LLC | 0.02% | Add +8.9% | 18,276 | $464K |
| Argonautica Private Wealth Management, Inc. | 0.16% | Add +11.0% | 18,212 | $462K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.5% | 18,123 | $460K |
| Rossby Financial, LCC | 0.20% | New | 18,412 | $460K |
| Sivia Capital Partners, LLC | 0.21% | Add +4.1% | 17,841 | $453K |
| Somerset Trust Co | 0.16% | Add +48.2% | 17,720 | $450K |
| Inscription Capital, LLC | 0.07% | — | 5,188 | $445K |
| Corient IA LP | 0.32% | — | 17,500 | $444K |
| Diversify Advisory Services, LLC | 0.03% | Add +9.4% | 17,223 | $443K |
| Simon Quick Advisors, LLC | 0.03% | Add +56.6% | 17,373 | $441K |
| Blue Trust, Inc. | 0.01% | Add +5.4% | 17,319 | $440K |
| Searle & Co. | 0.13% | No change | 17,300 | $439K |
| Seeds Investor LLC | 0.12% | Add +8.7% | 17,077 | $434K |
| Deutsche Bank AG | 0.00% | Add +47.0% | 17,025 | $432K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -0.2% | 17,004 | $432K |
| Hardy Reed LLC | 0.04% | Reduce -6.7% | 16,996 | $432K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -4.7% | 16,978 | $431K |
| Cetera Trust Company, N.A | 0.27% | No change | 16,925 | $430K |
| Financial Advocates Investment Management | 0.03% | Reduce -13.7% | 16,918 | $430K |
| Stonegate Investment Group, LLC | 0.01% | Add +2.6% | 16,898 | $429K |
| Franklin Street Advisors Inc. | 0.03% | No change | 16,286 | $414K |
| Baron Wealth Management LLC | 0.18% | Add +23.6% | 16,143 | $410K |
| Brighton Jones LLC | 0.01% | Reduce -19.1% | 16,112 | $409K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 16,110 | $409K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -31.3% | 16,015 | $407K |
| Fiera Capital Corp | 0.00% | Add +40.4% | 15,879 | $403K |
| Alliancebernstein L.P. | 0.00% | Add +66.8% | 15,802 | $401K |
| Aljian Capital Management, LLC | 0.09% | Reduce -0.2% | 15,605 | $396K |
| Fort Point Capital Partners LLC | 0.04% | Add +0.7% | 15,546 | $395K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.0% | 15,443 | $392K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -17.9% | 15,254 | $387K |
| Dearborn Partners LLC | 0.02% | Reduce -6.2% | 15,109 | $384K |
| Narwhal Capital Management | 0.03% | No change | 15,000 | $381K |
| Philip James Wealth Mangement, LLC | 0.05% | New | 14,997 | $381K |
| Grassi Investment Management | 0.04% | Reduce -25.6% | 14,875 | $378K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 14,812 | $376K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 14,811 | $376K |
| Certior Financial Group, LLC | 0.31% | Add +1.6% | 14,687 | $373K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +7.4% | 14,565 | $370K |
| Wedmont Private Capital | 0.02% | Add +3.6% | 16,108 | $370K |
| First Foundation Advisors | 0.01% | Add +3.4% | 14,543 | $369K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -13.6% | 14,461 | $367K |
| Anchor Investment Management, LLC | 0.03% | Add +0.5% | 14,440 | $367K |
| Stephens Inc. | 0.01% | Add +0.8% | 14,411 | $366K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -7.2% | 14,376 | $365K |
| Traveka Wealth, LLC | 0.20% | Add +4.4% | 14,266 | $362K |
| Barclays PLC | 0.00% | Reduce -80.4% | 14,188 | $360K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -1.0% | 14,189 | $360K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -2.2% | 13,960 | $354K |
| American Trust | 0.09% | New | 13,771 | $350K |
| Portland Global Advisors LLC | 0.04% | No change | 13,735 | $349K |
| Wilkinson Global Asset Management LLC | 0.02% | No change | 13,650 | $347K |
| Certuity, LLC | 0.04% | Add +4.5% | 13,604 | $345K |
| Challenger Wealth Management | 0.27% | No change | 13,500 | $343K |
| Addison Advisors LLC | 0.09% | Add +0.5% | 13,345 | $339K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 13,281 | $337K |
| Russell Investments Group, Ltd. | 0.00% | Add +72.1% | 13,246 | $336K |
| Savvy Advisors, Inc. | 0.03% | Add +6.1% | 13,079 | $332K |
| NorthRock Partners, LLC | 0.01% | Add +0.2% | 13,074 | $332K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +20.6% | 12,990 | $330K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +3.1% | 12,977 | $329K |
| Crestwood Advisors Group, LLC | 0.01% | Add +17.1% | 12,939 | $329K |
| Sowell Financial Services LLC | 0.01% | Reduce -39.9% | 12,844 | $326K |
| First American Trust, FSB | 0.03% | Reduce -10.2% | 12,645 | $321K |
| Chicago Capital, LLC | 0.01% | No change | 12,615 | $320K |
| Abel Hall, LLC | 0.19% | New | 12,572 | $319K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -7.5% | 12,533 | $318K |
| Financial Counselors Inc. | 0.00% | Add +16.2% | 12,527 | $318K |
| SYM FINANCIAL Corp | 0.04% | Reduce -1.0% | 12,416 | $315K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -55.3% | 12,382 | $314K |
| Denali Advisors LLC | 0.04% | New | 12,341 | $313K |
| Berkshire Asset Management LLC | 0.01% | No change | 12,720 | $311K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -0.6% | 12,239 | $311K |
| Resonant Capital Advisors, LLC | 0.02% | New | 12,133 | $308K |
| CogentBlue Wealth Advisors, LLC | 0.27% | New | 12,116 | $308K |
| Baird Financial Group, Inc. | 0.00% | Add +24.4% | 12,094 | $307K |
| Independent Advisor Alliance | 0.01% | Add +11.9% | 12,071 | $306K |
| Ascent Group, LLC | 0.01% | New | 12,047 | $306K |
| Cable Hill Partners, LLC | 0.03% | New | 11,648 | $303K |
| One Wealth Capital Management, LLC | 0.16% | Reduce -0.5% | 11,889 | $302K |
| Wallace Advisory Group, LLC | 0.21% | Add +418.8% | 14,157 | $300K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -13.6% | 11,479 | $296K |
| Avior Wealth Management, LLC | 0.01% | No change | 11,604 | $295K |
| IHT Wealth Management, LLC | 0.01% | Reduce -7.3% | 11,546 | $293K |
| Canopy Partners, LLC | 0.11% | Add +0.9% | 11,511 | $292K |
| NFJ Investment Group, LLC | 0.01% | Reduce -42.1% | 11,465 | $291K |
| Cromwell Holdings LLC | 0.19% | No change | 11,455 | $291K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -3.1% | 11,481 | $289K |
| Adero Partners, LLC | 0.02% | Add +9.4% | 11,348 | $288K |
| Connecticut Wealth Management, LLC | 0.01% | New | 11,315 | $287K |
| Marcum Wealth, LLC | 0.02% | Reduce -5.4% | 11,313 | $287K |
| Commerce Bank | 0.00% | Reduce -5.2% | 11,209 | $285K |
| Schroder Investment Management Group | 0.00% | Reduce -27.7% | 11,236 | $281K |
| Diversified Trust Co. | 0.01% | Add +3.2% | 11,054 | $281K |
| Seven Mile Advisory | 0.19% | Add +2.3% | 10,997 | $279K |
| Merit Financial Group, LLC | 0.00% | New | 10,954 | $278K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.5% | 10,866 | $276K |
| Manchester Capital Management LLC | 0.03% | Reduce -12.6% | 10,764 | $273K |
| Baker Tilly Wealth Management, LLC | 0.11% | Add +0.0% | 10,756 | $273K |
| Bowen Hanes & Co. Inc. | 0.01% | No change | 10,695 | $272K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.9% | 10,653 | $270K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -9.6% | 10,493 | $266K |
| Meyer Handelman Co. | 0.01% | No change | 10,435 | $265K |
| RMR Wealth Builders | 0.03% | Reduce -0.3% | 10,377 | $263K |
| Advisory Services Network, LLC | 0.01% | Reduce -5.0% | 10,363 | $263K |
| Savant Capital, LLC | 0.00% | Reduce -28.7% | 10,243 | $260K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -40.6% | 10,213 | $259K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -37.5% | 10,189 | $259K |
| Arlington Trust Co LLC | 0.05% | No change | 10,170 | $258K |
| Choate Investment Advisors | 0.01% | New | 10,125 | $257K |
| Squarepoint Ops LLC | 0.00% | Reduce -89.2% | 10,080 | $256K |
| Drive Wealth Management, LLC | 0.06% | Add +0.3% | 10,065 | $256K |
| First Affirmative Financial Network | 0.16% | New | 10,044 | $255K |
| BFI Infinity Ltd. | 0.27% | Reduce -44.4% | 10,000 | $254K |
| Cottonwood Capital Advisors, LLC | 0.18% | New | 9,874 | $251K |
| World Investment Advisors | 0.01% | New | 9,753 | $248K |
| Jacobi Capital Management LLC | 0.02% | No change | 9,750 | $248K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 9,640 | $245K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 9,526 | $242K |
| Sunpointe, LLC | 0.13% | No change | 9,485 | $241K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 9,470 | $240K |
| Disciplined Investors, L.L.C. | 0.21% | New | 9,375 | $238K |
| Arax Advisory Partners | 0.02% | Add +65.0% | 9,325 | $237K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 9,323 | $237K |
| Riversedge Advisors, LLC | 0.05% | New | 9,321 | $237K |
| Geneos Wealth Management Inc. | 0.01% | Add +33.8% | 9,239 | $235K |
| Aptus Capital Advisors, LLC | 0.00% | New | 9,223 | $234K |
| Wedbush Securities Inc. | 0.01% | New | 9,105 | $231K |
| Wealth Architects, LLC | 0.03% | New | 9,078 | $230K |
| Riverbridge Partners LLC | 0.00% | New | 9,053 | $230K |
| Allworth Financial LP | 0.00% | Reduce -3.8% | 9,136 | $229K |
| Douglass Winthrop Advisors, LLC | 0.00% | New | 8,925 | $227K |
| Tidal Investments LLC | 0.00% | Reduce -19.7% | 8,810 | $224K |
| Ingalls & Snyder LLC | 0.01% | New | 8,760 | $222K |
| Eagle Bay Advisors LLC | 0.19% | Add +18.2% | 8,627 | $219K |
| Morton Capital Management LLC | 0.04% | New | 7,776 | $218K |
| Xponance LLC | 0.00% | New | 8,594 | $218K |
| Sage Mountain Advisors LLC | 0.02% | New | 8,556 | $217K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 8,446 | $214K |
| Prudent Man Advisors, LLC | 0.08% | New | 8,385 | $213K |
| Edge Wealth Management LLC | 0.04% | New | 8,350 | $212K |
| Shelton Capital Management | 0.01% | New | 8,300 | $211K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 8,243 | $209K |
| Park Place Capital Corp | 0.06% | Reduce -7.9% | 8,158 | $207K |
| Wolf Group Capital Advisors | 0.07% | New | 8,112 | $206K |
| First Citizens Bank & Trust Co. | 0.01% | New | 8,082 | $205K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 8,067 | $205K |
| Arlington Capital Management, Inc. | 0.15% | New | 8,000 | $203K |
| Abundance Wealth Counselors | 0.04% | New | 4,603 | $200K |
| LRI Investments, LLC | 0.02% | Reduce -38.5% | 7,789 | $198K |
| GeoWealth Management, LLC | 0.01% | Reduce -7.1% | 7,290 | $185K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 7,075 | $180K |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 0.11% | Reduce -75.4% | 7,000 | $178K |
| Mather Group, Llc. | 0.00% | Reduce -0.9% | 7,000 | $178K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -2.5% | 6,950 | $176K |
| Grove Bank & Trust | 0.02% | Reduce -3.7% | 6,713 | $170K |
| IFP Advisors, Inc | 0.01% | Add +1.2% | 6,366 | $162K |
| Rothschild Investment LLC | 0.01% | Reduce -4.1% | 6,242 | $158K |
| Bessemer Group Inc. | 0.00% | Reduce -2.9% | 6,051 | $154K |
| American National Bank & Trust | 0.02% | No change | 5,860 | $149K |
| Maj Invest Holding A/S | 0.01% | No change | 5,500 | $140K |
| UMB Bank, n.a. | 0.00% | Add +4.2% | 5,502 | $140K |
| Huntington National Bank | 0.00% | Reduce -27.6% | 5,357 | $136K |
| Hexagon Capital Partners LLC | 0.03% | Add +9.0% | 5,333 | $135K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 4,950 | $126K |
| Spire Wealth Management | 0.00% | Reduce -15.1% | 4,875 | $124K |
| Quent Capital, LLC | 0.01% | No change | 4,867 | $124K |
| Toronto Dominion Bank | 0.00% | Reduce -49.4% | 4,805 | $122K |
| TD Waterhouse Canada Inc. | 0.00% | Add +15.1% | 4,715 | $119K |
| Continuum Advisory, LLC | 0.02% | Reduce -3.3% | 4,643 | $118K |
| Centaurus Financial, Inc. | 0.01% | New | 4,622 | $117K |
| Cape Investment Advisory, Inc. | 0.05% | No change | 4,600 | $117K |
| CoreCap Advisors, LLC | 0.01% | Reduce -9.2% | 4,517 | $115K |
| Towne Trust Company, N.A | 0.04% | No change | 4,400 | $112K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -15.8% | 3,963 | $101K |
| Private Trust Co. NA | 0.01% | Add +7.7% | 3,935 | $100K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.6% | 3,914 | $99K |
| Lanark Financial, Inc. | 0.01% | — | 3,894 | $98K |
| Next Capital Management LLC | 0.04% | New | 3,685 | $94K |
| Wayfinding Financial, LLC | 0.04% | New | 3,616 | $91K |
| Garde Capital, Inc. | 0.01% | New | 3,525 | $90K |
| Pin Oak Investment Advisors Inc. | 0.06% | Add +400.0% | 3,120 | $78K |
| Horizon Investments, LLC | 0.00% | Add +2.0% | 2,990 | $76K |
| FIL Ltd | 0.00% | Reduce -37.0% | 2,957 | $75K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 2,957 | $75K |
| Colonial Trust Co / SC | 0.01% | Reduce -1.1% | 2,919 | $74K |
| Pittenger & Anderson Inc. | 0.00% | No change | 2,875 | $73K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2,720 | $69K |
| Golden State Wealth Management, LLC | 0.01% | No change | 2,482 | $63K |
| Vestor Capital, LLC | 0.01% | No change | 2,500 | $63K |
| Sierra Ocean, LLC | 0.05% | Reduce -4.6% | 2,465 | $63K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -17.1% | 2,391 | $61K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 2,395 | $60K |
| Alpine Bank Wealth Management | 0.01% | — | 2,350 | $60K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -49.0% | 2,500 | $58K |
| Ridgewood Investments LLC | 0.03% | No change | 2,230 | $57K |
| Ameliora Wealth Management Ltd. | 0.02% | New | 2,200 | $56K |
| Hollencrest Capital Management | 0.00% | No change | 2,095 | $53K |
| Founders Capital Management | 0.03% | No change | 2,005 | $51K |
| Beutel, Goodman & Co Ltd. | 0.00% | New | 2,000 | $50K |
| Global Financial Private Client, LLC | 0.02% | No change | 1,950 | $50K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,012 | $49K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +10.4% | 1,925 | $49K |
| Whipplewood Advisors, LLC | 0.03% | Reduce -4.0% | 1,890 | $47K |
| Zions Bancorporation, National Association | 0.00% | — | 1,835 | $47K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.4% | 1,824 | $46K |
| Fortitude Family Office, LLC | 0.02% | Reduce -21.0% | 1,820 | $46K |
| CENTRAL TRUST Co | 0.00% | Reduce -6.5% | 1,820 | $46K |
| Accent Capital Management, LLC | 0.02% | Add +18.3% | 1,632 | $41K |
| Operose Advisors LLC | 0.01% | No change | 1,520 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 1,505 | $38K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 1,500 | $38K |
| CVA Family Office, LLC | 0.01% | Reduce -97.3% | 1,431 | $36K |
| General Partner, Inc. | 0.02% | No change | 1,245 | $32K |
| Fairscale Capital, LLC | 0.03% | No change | 1,240 | $31K |
| Harbour Investments, Inc. | 0.00% | Reduce -27.1% | 1,239 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1,231 | $31K |
| NFSG Corp | 0.01% | No change | 1,215 | $31K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -18.4% | 1,189 | $30K |
| Capital Analysts, LLC | 0.00% | No change | 1,170 | $30K |
| City Holding Co. | 0.00% | New | 1,170 | $30K |
| Silicon Valley Capital Partners | 0.00% | No change | 1,158 | $29K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -61.3% | 1,091 | $28K |
| Asset Dedication, LLC | 0.00% | No change | 1,030 | $26K |
| Raffa Wealth Management, LLC | 0.01% | Add +22.7% | 977 | $25K |
| Federated Hermes, Inc. | 0.00% | Reduce -11.9% | 942 | $24K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +24.7% | 935 | $24K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 850 | $22K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 840 | $21K |
| Robinswood Financial LLC | 0.01% | New | 835 | $21K |
| GW&K Investment Management, LLC | 0.00% | No change | 845 | $21K |
| High Note Wealth, LLC | 0.01% | No change | 810 | $21K |
| Financial Network Wealth Advisors LLC | 0.03% | New | 801 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.4% | 798 | $20K |
| Banque Cantonale Vaudoise | 0.00% | — | 780 | $20K |
| Murphy & Mullick Capital Management Corp | 0.02% | Reduce -31.7% | 765 | $19K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 760 | $19K |
| Crowley Wealth Management, Inc. | 0.02% | No change | 750 | $19K |
| Davis Capital Management | 0.02% | No change | 750 | $19K |
| North Star Investment Management Corp. | 0.00% | No change | 750 | $19K |
| Raiffeisen Bank International AG | 0.00% | No change | 725 | $18K |
| Bogart Wealth, LLC | 0.00% | Reduce -21.6% | 711 | $18K |
| Copeland Capital Management, LLC | 0.00% | Reduce -22.4% | 660 | $17K |
| Highline Wealth Partners LLC | 0.01% | Add +49.3% | 651 | $17K |
| Oakworth Capital, Inc. | 0.00% | No change | 650 | $17K |
| Creative Financial Designs Inc. | 0.00% | Add +6380.0% | 648 | $16K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -80.8% | 618 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 600 | $15K |
| Larson Financial Group LLC | 0.00% | Add +31.1% | 590 | $15K |
| IFS Advisors, LLC | 0.01% | No change | 590 | $15K |
| Valued Wealth Advisors LLC | 0.01% | No change | 575 | $15K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 575 | $15K |
| McIlrath & Eck, LLC | 0.00% | Add +15.0% | 575 | $15K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 575 | $15K |
| Salomon & Ludwin, LLC | 0.00% | No change | 565 | $14K |
| Hemington Wealth Management | 0.00% | No change | 580 | $14K |
| Strengthening Families & Communities, LLC | 0.01% | New | 157 | $13K |
| Compass Financial Services Inc | 0.01% | No change | 518 | $13K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 513 | $13K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 500 | $13K |
| CKW Financial Group | 0.00% | No change | 500 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 510 | $13K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 505 | $13K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +42.7% | 501 | $13K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 500 | $13K |
| Montag & Caldwell, LLC | 0.00% | No change | 500 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 500 | $13K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 500 | $13K |
| Sandy Spring Bank | 0.00% | Reduce -7.8% | 500 | $13K |
| Tompkins Financial Corp. | 0.00% | Add +98.0% | 495 | $13K |
| Albion Financial Group | 0.00% | No change | 450 | $11K |
| True Wealth Design, LLC | 0.00% | Reduce -2.5% | 435 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 448 | $11K |
| AdvisorNet Financial, Inc | 0.00% | Add +9.6% | 433 | $11K |
| CNB Bank | 0.01% | No change | 400 | $10K |
| Clean Yield Group | 0.00% | No change | 400 | $10K |
| Ameriflex Group, Inc. | 0.00% | No change | 380 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 358 | $9K |
| Salem Investment Counselors Inc. | 0.00% | No change | 345 | $9K |
| North Capital, Inc. | 0.01% | — | 335 | $9K |
| Kestra Investment Management, LLC | 0.00% | Reduce -91.5% | 335 | $9K |
| Beacon Capital Management, LLC | 0.00% | Add +115.9% | 313 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 310 | $8K |
| Stonebridge Financial Group, LLC | 0.00% | New | 305 | $8K |
| Binnacle Investments Inc | 0.01% | — | 300 | $8K |
| Ancora Advisors LLC | 0.00% | New | 300 | $8K |
| Archer Investment Corp | 0.00% | No change | 285 | $7K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 280 | $7K |
| Bangor Savings Bank | 0.00% | No change | 280 | $7K |
| Truvestments Capital LLC | 0.00% | New | 265 | $7K |
| Rise Advisors, LLC | 0.00% | Reduce -85.1% | 261 | $7K |
| Tidemark, LLC | 0.00% | New | 261 | $7K |
| Dagco, Inc. | 0.00% | New | 246 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 245 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +188.2% | 245 | $6K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 235 | $6K |
| HighMark Wealth Management LLC | 0.00% | Reduce -20.8% | 225 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | New | 220 | $6K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.5% | 206 | $5K |
| Briaud Financial Planning Inc | 0.00% | No change | 230 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 190 | $5K |
| Mattson Financial Services, LLC | 0.00% | New | 185 | $5K |
| Leonteq Securities AG | 0.00% | Reduce -53.8% | 175 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 172 | $4K |
| Country Trust Bank | 0.00% | New | 171 | $4K |
| Blume Capital Management, Inc. | 0.00% | New | 170 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 165 | $4K |
| DecisionPoint Financial, LLC | 0.00% | No change | 160 | $4K |
| Granite FO LLC | 0.00% | No change | 160 | $4K |
| REAP Financial Group, LLC | 0.00% | Reduce -16.7% | 155 | $4K |
| Wiser Advisor Group LLC | 0.01% | No change | 151 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 180 | $4K |
| PSI Advisors, LLC | 0.00% | Add +50.0% | 150 | $4K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 145 | $4K |
| TD Capital Management LLC | 0.00% | No change | 145 | $4K |
| Perritt Capital Management Inc | 0.00% | New | 142 | $4K |
| Cheviot Value Management, LLC | 0.00% | New | 135 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 130 | $3K |
| Centricity Wealth Management, LLC | 0.00% | No change | 125 | $3K |
| Gould Capital, LLC | 0.00% | No change | 125 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 125 | $3K |
| WPG Advisers, LLC | 0.00% | Reduce -64.1% | 115 | $3K |
| YANKCOM Partnership | 0.00% | New | 115 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 105 | $3K |
| Motco | 0.00% | No change | 105 | $3K |
| Wolff Wiese Magana LLC | 0.00% | Add +1900.0% | 100 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 100 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | — | 100 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 100 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 98 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 95 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 90 | $2K |
| Heritage Wealth Advisors | 0.00% | Reduce -18.2% | 90 | $2K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 85 | $2K |
| Byrne Asset Management LLC | 0.00% | No change | 80 | $2K |
| Valley National Advisers Inc. | 0.00% | New | 95 | $2K |
| CX Institutional | 0.00% | New | 63 | $2K |
| Godsey & Gibb, Inc. | 0.00% | No change | 75 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 75 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 74 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 80 | $2K |
| Transce3nd, LLC | 0.00% | No change | 55 | $1K |
| Global Wealth Strategies & Associates | 0.00% | New | 55 | $1K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 50 | $1K |
| Abound Wealth Management | 0.00% | Reduce -18.3% | 49 | $1K |
| NCP Inc. | 0.00% | No change | 40 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 40 | $1K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 40 | $1K |
| DT Investment Partners, LLC | 0.00% | No change | 40 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | New | 40 | $1K |
| Olistico Wealth, LLC | 0.00% | New | 36 | $914 |
| First Command Advisory Services, Inc. | 0.00% | New | 35 | $889 |
| New Millennium Group LLC | 0.00% | No change | 31 | $777 |
| WFA Asset Management Corp | 0.00% | Reduce -80.0% | 8 | $686 |
| Nvwm, LLC | 0.00% | No change | 25 | $634 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 10 | $254 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 10 | $254 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 10 | $253 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 5 | $127 |
| City State Bank | 0.00% | No change | 5 | $127 |
| West Branch Capital LLC | 0.00% | No change | 4 | $98 |
| Roble, Belko & Company, Inc | 0.00% | Add +100.0% | 10 | $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.