Sony Group Corp. - SP ADRSONY

13F holders, Q4 2025 (December 31)
821holders +33
84new positions
78sold out
7famous investors
$25.61avg. 13F price*

At the end of Q4 2025, 821 institutions reported holding Sony Group Corp. - SP ADR (SONY) in their 13F filings, up 33 from Q3 2025. 84 opened new positions and 78 sold out. The largest holders were Fisher Asset Management ($2.8B), Primecap Management Co. ($1.5B) and Aristotle Capital Management, LLC ($1.2B). 7 famous investors held it, including Mario Gabelli (1.2% of GAMCO Investors's portfolio), Ken Fisher (1.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Sony Group Corp. - SP ADR
CUSIP
835699307
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 650Q1 2024Q2 2024: 651Q2 2024Q3 2024: 659Q3 2024Q4 2024: 720Q4 2024Q1 2025: 749Q1 2025Q2 2025: 757Q2 2025Q3 2025: 788Q3 2025Q4 2025: 821Q4 2025Q1 2026: 739Q1 2026Q2 2026: 743Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions84$144.3M
Exits78$66.0M

All 13F filers, Q3 2025 → Q4 2025: 26,505,658 shares bought and 23,434,548 shares sold, net +3,071,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 821 holders

Fisher Asset Management 0.95% Add +4.1% 108,981,588 $2.8B
Primecap Management Co. 1.13% Reduce -9.5% 58,301,430 $1.5B
Aristotle Capital Management, LLC 2.31% Reduce -4.1% 45,090,159 $1.2B
Morgan Stanley 0.03% Reduce -0.4% 22,603,685 $578.7M
Bank of America Corp. 0.03% Add +0.7% 15,578,794 $398.8M
Mondrian Investment Partners LTD 3.73% Reduce -9.3% 8,684,097 $225.8M
BlackRock, Inc. 0.00% Reduce -27.8% 8,371,021 $214.3M
Goldman Sachs Group Inc. 0.03% Add +4.1% 7,789,570 $199.4M
Capital International Investors 0.03% Add +23.1% 7,446,889 $191.5M
Northern Trust Corp. 0.02% Reduce -1.9% 7,419,447 $189.9M
Harding Loevner LP 1.59% Reduce -6.6% 7,042,473 $180.3M
Royal Bank of Canada 0.03% Add +10.7% 6,778,922 $173.5M
FMR LLC 0.01% Add +1.5% 6,137,083 $157.1M
Clearbridge Investments, LLC 0.12% Reduce -4.3% 5,608,050 $143.6M
Fiduciary Management Inc. 1.58% Reduce -7.6% 5,597,452 $143.3M
Envestnet Asset Management Inc. 0.04% Reduce -6.6% 5,376,077 $137.6M
Gabelli Funds LLC 0.94% Reduce -6.1% 5,319,090 $136.2M
Natixis Advisors, LLC 0.19% Reduce -3.1% 5,229,003 $133.9M
Capital World Investors 0.02% Add +1.5% 5,076,516 $130.0M
GAMCO Investors 1.22% Reduce -4.7% 4,975,032 $127.4M
Citadel Advisors 0.09% Add +217.5% 4,860,362 $124.4M
Qube Research & Technologies Ltd 0.13% Add +97.7% 3,615,444 $92.6M
Thrivent Financial for Lutherans 0.16% Add +1.1% 3,411,634 $87.3M
Wells Fargo & Company 0.02% Add +3.2% 3,096,937 $79.3M
Sei Investments Co. 0.07% Reduce -0.8% 2,929,394 $75.0M
UBS Group AG 0.01% Add +170.6% 2,742,402 $70.2M
Dimensional Fund Advisors LP 0.01% Reduce -5.7% 2,250,271 $57.6M
Allspring Global Investments Holdings, LLC 0.09% Reduce -5.6% 2,164,796 $56.0M
JPMorgan Chase & Co. 0.00% Add +27.3% 2,147,687 $55.0M
Raymond James Financial Inc. 0.02% Reduce -3.6% 2,127,229 $54.5M
Ameriprise Financial Inc. 0.01% Reduce -3.7% 2,007,154 $51.3M
American Century Companies Inc. 0.03% Reduce -8.8% 1,957,039 $50.1M
Clark Capital Management Group, Inc. 0.29% New 1,874,551 $48.0M
CIBC Private Wealth Group LLC 0.08% Add +4.3% 1,838,420 $47.1M
Creative Planning 0.03% Reduce -0.2% 1,788,866 $45.8M
Assetmark, Inc. 0.09% Add +15.8% 1,690,393 $43.3M
Pictet North America Advisors SA 3.74% Add +1.9% 1,537,036 $39.3M
Balyasny Asset Management L.P. 0.08% Add +112.2% 1,527,317 $39.1M
Minneapolis Portfolio Management Group, LLC 3.97% Add +0.8% 1,360,772 $34.8M
Handelsbanken Fonder AB 0.09% Reduce -5.6% 1,176,915 $30.1M
Stifel Financial Corp. 0.02% Add +3.5% 1,075,996 $27.5M
Neuberger Berman Group LLC 0.02% Add +290.9% 1,026,584 $26.3M
O'shaughnessy Asset Management, LLC 0.14% Add +6.4% 994,119 $25.4M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +28.0% 973,178 $24.9M
Martin Investment Management, LLC 6.93% Add +0.4% 968,195 $24.8M
LPL Financial LLC 0.01% Add +24.4% 940,345 $24.1M
Charles Schwab Investment Management Inc. 0.00% Add +10.8% 888,287 $22.7M
Quantinno Capital Management LP 0.05% Add +15.2% 880,318 $22.5M
Todd Asset Management LLC 0.42% Reduce -30.4% 833,175 $21.3M
Cabot Wealth Management Inc. 2.31% Reduce -1.1% 814,583 $20.9M
Massachusetts Financial Services Co. 0.01% Add +5.1% 789,461 $20.2M
Invesco Ltd. 0.00% Reduce -7.4% 786,469 $20.1M
Foresight Global Investors, Inc. 9.30% Reduce -5.0% 772,116 $19.8M
Arnhold LLC 1.38% No change 709,663 $18.2M
SouthState Bank Corp 0.81% Add +0.4% 703,610 $18.0M
Cerity Partners LLC 0.02% Add +0.7% 666,508 $17.1M
Bank of New York Mellon Corp 0.00% Reduce -0.9% 655,846 $16.8M
Point72 Asset Management 0.03% New 641,612 $16.4M
US Bancorp \de 0.02% Reduce -0.7% 638,479 $16.3M
AQR Capital Management 0.01% Add +36.4% 615,912 $15.8M
Lathrop Investment Management Co. 2.81% Reduce -0.5% 605,727 $15.5M
LMR Partners LLP 0.20% Reduce -46.4% 600,000 $15.4M
Cambiar Investors LLC 0.67% Reduce -4.7% 589,953 $15.1M
Jane Street Group, LLC 0.02% New 587,578 $15.0M
CapWealth Advisors, LLC 1.32% Add +6.3% 587,005 $15.0M
Thornburg Investment Management Inc. 0.19% Reduce -14.5% 575,081 $14.7M
Bank of Montreal 0.01% Reduce -0.1% 572,906 $14.7M
Rockefeller Capital Management L.P. 0.03% Add +47.7% 563,186 $14.4M
Citigroup Inc. 0.01% Reduce -41.4% 553,784 $14.2M
Norges Bank 0.00% — 538,250 $13.8M
Teachers Retirement System of the State of Kentucky 0.10% Reduce -29.0% 527,900 $13.5M
Ethic Inc. 0.21% Add +2.6% 524,594 $13.4M
Boothbay Fund Management, LLC 0.36% Add +8.4% 518,868 $13.3M
Millennium Management 0.01% Add +47.9% 494,179 $12.7M
New York State Common Retirement Fund 0.02% Reduce -1.9% 491,992 $12.6M
Crossmark Global Holdings, Inc. 0.17% Reduce -10.3% 476,404 $12.2M
Mackenzie Financial Corp. 0.01% Add +0.5% 474,951 $12.2M
Walleye Capital LLC 0.07% Add +215.1% 472,363 $12.1M
Scotia Capital Inc. 0.05% Add +47.3% 455,672 $11.7M
Rock Point Advisors, LLC 2.91% Add +3.5% 453,752 $11.6M
Capital Fund Management S.A. 0.11% Reduce -1.2% 448,308 $11.5M
WCM Investment Management, LLC 0.02% Add +176.9% 445,557 $11.5M
Live Oak Private Wealth LLC 1.53% Reduce -2.0% 439,144 $11.2M
MML Investors Services, LLC 0.03% Add +16.6% 419,417 $10.7M
Cetera Investment Advisers 0.01% Add +36.0% 412,484 $10.6M
Henry James International Management Inc. 3.27% Reduce -7.9% 404,901 $10.4M
QRG Capital Management, Inc. 0.11% Add +5.3% 393,561 $10.1M
First Trust Advisors LP 0.01% Add +13.7% 384,585 $9.8M
Mariner, LLC 0.01% Add +3.5% 380,847 $9.8M
Capital Wealth Planning, LLC 0.06% Add +1.2% 371,198 $9.6M
Nixon Capital, LLC 2.51% Reduce -0.3% 371,886 $9.5M
Truist Financial Corp. 0.01% Add +2.3% 366,922 $9.4M
SummitTX Capital, L.P. 0.28% Add +180.8% 362,972 $9.3M
Vanguard Personalized Indexing Management, LLC 0.09% Reduce -4.4% 357,314 $9.1M
Oppenheimer Asset Management Inc. 0.11% Reduce -8.0% 355,937 $9.1M
Orion Porfolio Solutions, LLC 0.07% Add +0.9% 348,221 $8.9M
Boston Partners 0.01% Reduce -6.0% 345,070 $8.8M
Pinnacle Financial Partners, Inc. 0.07% — 342,289 $8.8M
Markel Group 0.07% No change 335,000 $8.6M
Mercer Global Advisors Inc. 0.01% Add +2.1% 317,393 $8.1M
Silvercrest Asset Management Group LLC 0.06% Add +1.1% 316,032 $8.1M
1832 Asset Management L.P. 0.01% Reduce -63.1% 314,544 $8.1M
Abn Amro Investment Solutions 0.12% Reduce -7.6% 310,300 $7.9M
Lazard Asset Management LLC 0.01% Reduce -42.0% 306,106 $7.8M
Cullen/Frost Bankers, Inc. 0.09% Reduce -27.4% 302,201 $7.7M
PNC Financial Services Group, Inc. 0.00% Reduce -11.3% 299,127 $7.7M
DV Equities, LLC 1.38% — 298,272 $7.6M
Laird Norton Wetherby Trust Company, LLC 0.16% New 297,409 $7.6M
Boston Common Asset Management, LLC 0.45% Add +10.7% 290,651 $7.4M
Pathstone Holdings, LLC 0.03% Add +5.3% 289,449 $7.4M
Corient Private Wealth LP 0.01% Reduce -8.0% 287,778 $7.4M
Cwm, LLC 0.02% Reduce -0.0% 285,862 $7.3M
Bfsg, LLC 0.71% Reduce -0.5% 285,366 $7.3M
Focus Partners Wealth 0.01% Add +27.4% 283,211 $7.3M
Inlet Private Wealth, LLC 1.64% Reduce -5.1% 276,774 $7.1M
Captrust Financial Advisors 0.01% Add +52.4% 276,693 $7.1M
Renaissance Group LLC 0.27% Reduce -8.7% 266,623 $6.8M
Callan Family Office, LLC 0.15% Add +24.6% 266,591 $6.8M
Vestmark Advisory Solutions, Inc. 0.09% Add +71.0% 265,400 $6.8M
Sit Investment Associates Inc. 0.13% No change 262,250 $6.7M
Eagle Global Advisors LLC 0.25% Reduce -1.4% 260,896 $6.7M
Ritholtz Wealth Management 0.12% Add +1.1% 258,638 $6.6M
Clark Estates Inc. 1.55% No change 250,000 $6.4M
Atria Investments, Inc 0.07% Add +1.3% 241,282 $6.2M
Sanctuary Advisors, LLC 0.03% Add +0.4% 237,139 $6.1M
Waverly Advisors, LLC 0.05% Add +11.2% 236,496 $6.1M
Park Avenue Securities LLC 0.05% Add +26.0% 234,732 $6.0M
HighTower Advisors, LLC 0.01% Reduce -1.9% 229,497 $5.9M
M&T Bank Corp 0.02% Reduce -7.6% 229,422 $5.9M
American Trust Investment Advisors, LLC 3.04% Add +2.2% 222,357 $5.7M
O'Brien Greene & Co. Inc 1.69% Add +16.8% 221,842 $5.7M
Quadrant Capital Group LLC 0.17% Reduce -0.0% 221,605 $5.7M
Benson Investment Management Company, Inc. 1.95% New 217,150 $5.6M
Trexquant Investment LP 0.05% New 212,223 $5.4M
State Street Corp. 0.00% Reduce -30.6% 210,126 $5.4M
XTX Topco Ltd 0.14% New 207,259 $5.3M
Timber Creek Capital Management LLC 1.23% Reduce -1.6% 206,805 $5.3M
Princeton Global Asset Management LLC 0.86% Reduce -0.6% 206,703 $5.3M
Tocqueville Asset Management L.P. 0.08% Add +4.6% 204,001 $5.2M
Humankind Investments LLC 2.32% Add +24.7% 202,195 $5.2M
Rathbones Group PLC 0.02% Add +31.0% 196,275 $5.0M
Cibc World Market Inc. 0.01% Add +9.3% 196,221 $5.0M
Vident Advisory, LLC 0.05% Reduce -3.2% 194,323 $5.0M
&partners 0.02% Add +12.6% 185,158 $4.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 184,852 $4.7M
Kestra Advisory Services, LLC 0.02% Add +2.1% 178,413 $4.6M
Osaic Holdings, Inc. 0.01% Reduce -34.1% 178,270 $4.6M
Oppenheimer & Co. Inc. 0.06% Reduce -13.3% 176,877 $4.5M
Vise Technologies, Inc. 0.09% Add +16.0% 175,557 $4.5M
NewEdge Wealth, LLC 0.05% Add +18.6% 173,113 $4.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.9% 169,588 $4.3M
Factory Mutual Insurance Co. 0.04% No change 167,119 $4.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.30% Add +13.2% 164,964 $4.2M
Blue Square Asset Management, LLC 1.77% Add +0.1% 156,079 $4.0M
Aperture Investors, LLC 0.55% Add +66.7% 154,731 $4.0M
Signaturefd, LLC 0.06% Add +2.0% 152,608 $3.9M
Commonwealth Equity Services, LLC 0.01% Reduce -6.6% 151,306 $3.9M
JCIC Asset Management Inc. 1.17% Reduce -1.7% 149,195 $3.8M
Squarepoint Ops LLC 0.01% New 148,175 $3.8M
Marsico Capital Management LLC 0.10% Reduce -66.4% 144,018 $3.7M
DAVENPORT & Co LLC 0.02% Reduce -0.6% 141,747 $3.6M
Delta Capital Management LLC 2.06% Reduce -8.9% 141,470 $3.6M
Ravenswood Partners LP 1.18% Add +33.0% 137,916 $3.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -70.7% 136,043 $3.5M
Stamos Capital Partners, L.P. 0.53% Add +77.2% 128,567 $3.3M
Caprock Group, LLC 0.07% Add +7.7% 126,126 $3.2M
Schonfeld Strategic Advisors LLC 0.02% Add +197.5% 126,096 $3.2M
Sequoia Financial Advisors, LLC 0.02% Reduce -1.6% 125,166 $3.2M
Ieq Capital, LLC 0.01% Add +7.5% 124,054 $3.2M
Naviter Wealth, LLC 0.41% Reduce -16.8% 123,909 $3.2M
Janney Montgomery Scott LLC 0.01% Reduce -0.5% 123,054 $3.1M
Capital International, Inc. 0.02% No change 122,609 $3.1M
Hantz Financial Services, Inc. 0.05% Reduce -17.3% 120,387 $3.1M
Forum Financial Management, LP 0.04% No change 118,617 $3.0M
Fifth Third Bancorp 0.01% Reduce -3.9% 118,601 $3.0M
Compound Planning, Inc. 0.09% Add +5.9% 116,478 $3.0M
Choreo, LLC 0.04% Reduce -0.3% 115,416 $3.0M
CWA Asset Management Group, LLC 0.11% New 114,145 $2.9M
Little House Capital LLC 0.73% Reduce -3.9% 113,772 $2.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.1% 111,613 $2.9M
Franklin Resources Inc. 0.00% Reduce -0.7% 111,851 $2.9M
Columbia Asset Management 0.50% Add +0.5% 109,700 $2.8M
Rhumbline Advisers 0.00% Add +32.7% 107,525 $2.8M
Brooklyn Investment Group 0.13% Add +89.8% 106,186 $2.7M
Walleye Trading LLC 0.04% Add +95.5% 106,855 $2.7M
J. Safra Sarasin Holding AG 0.04% Reduce -29.9% 104,455 $2.7M
Keybank National Association 0.01% Add +9.3% 103,229 $2.6M
Moody LYNN Lieberson & Walker, LLC 0.14% Reduce -7.8% 101,550 $2.6M
Central Pacific Bank - Trust Division 0.33% Reduce -1.0% 100,000 $2.6M
Mill Creek Capital Advisors, LLC 0.05% Reduce -0.1% 99,335 $2.5M
HRT Financial LP 0.01% Reduce -35.5% 98,600 $2.5M
BTC Capital Management, Inc. 0.18% Add +0.3% 98,152 $2.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +11.8% 97,164 $2.5M
Highland Capital Management, LLC 0.12% Reduce -49.5% 95,300 $2.4M
Trustmark Bank Trust Department 0.15% Add +0.3% 93,042 $2.4M
Waldron Private Wealth LLC 0.09% No change 91,525 $2.3M
Ellsworth Advisors, LLC 0.46% Add +0.4% 96,174 $2.3M
Successful Portfolios LLC 1.18% Reduce -1.0% 92,501 $2.3M
United Capital Financial Advisors, LLC 0.01% Add +0.3% 89,170 $2.3M
Bleakley Financial Group, LLC 0.04% Add +30.6% 88,787 $2.3M
DRW Securities, LLC 0.17% New 86,469 $2.2M
Old Mission Capital LLC 0.08% New 85,799 $2.2M
Jones Financial Companies LLLP 0.00% Add +21.5% 85,229 $2.2M
Simplex Trading, LLC 0.06% New 84,514 $2.2M
Benjamin Edwards Inc. 0.02% Add +43.4% 84,267 $2.2M
Frank, Rimerman Advisors LLC 0.14% Reduce -0.1% 84,097 $2.2M
Klein Pavlis & Peasley Financial, Inc. 1.27% Reduce -9.2% 83,919 $2.1M
Foyston, Gordon & Payne Inc 0.47% Reduce -1.9% 83,675 $2.1M
Vontobel Holding Ltd. 0.01% No change 83,115 $2.1M
Natural Investments, LLC 0.53% Add +4.3% 82,856 $2.1M
Barden Capital Management, Inc. 1.72% Reduce -0.8% 81,939 $2.1M
Marks Group Wealth Management, Inc 0.20% Add +4.2% 81,534 $2.1M
Ballentine Partners, LLC 0.03% Add +3.6% 80,808 $2.1M
CIBC Asset Management Inc 0.01% Add +295.0% 81,111 $2.1M
Engineers Gate Manager LP 0.02% New 80,209 $2.1M
Calamos Wealth Management LLC 0.07% New 79,596 $2.0M
Y.D. More Investments Ltd 0.10% Reduce -8.0% 78,765 $2.0M
Greenleaf Trust 0.02% Add +4.8% 77,565 $2.0M
Aviso Financial Inc. 0.08% Reduce -0.9% 77,520 $2.0M
Figure 8 Investment Strategies LLC 1.75% Reduce -1.0% 76,791 $2.0M
SOL Capital Management CO 0.17% No change 75,595 $1.9M
Calamos Advisors LLC 0.01% Add +2.9% 75,300 $1.9M
Madison Asset Management, LLC 0.02% Reduce -29.1% 74,432 $1.9M
Blueshift Asset Management, LLC 0.55% New 74,209 $1.9M
BNP Paribas Financial Markets 0.00% Reduce -63.7% 73,178 $1.9M
Doliver Advisors, LP 0.47% Reduce -1.1% 72,787 $1.9M
Evergreen Capital Management LLC 0.04% Add +7.9% 72,266 $1.9M
Archford Capital Strategies, LLC 0.21% Reduce -11.8% 72,040 $1.8M
Earnest Partners LLC 0.01% Reduce -10.2% 71,708 $1.8M
Penbrook Management LLC 1.21% No change 68,500 $1.8M
Campbell & CO Investment Adviser LLC 0.08% New 67,645 $1.7M
Qtron Investments LLC 0.22% Reduce -9.2% 67,445 $1.7M
Y-Intercept (Hong Kong) Ltd 0.04% Add +125.1% 67,346 $1.7M
Aaron Wealth Advisors LLC 0.10% Add +23.2% 66,982 $1.7M
17 Capital Partners, LLC 0.88% No change 66,110 $1.7M
Group One Trading LLC 0.05% Reduce -7.6% 65,748 $1.7M
NewEdge Advisors, LLC 0.01% Add +9.2% 65,465 $1.7M
Strategic Global Advisors, LLC 0.26% Add +55.9% 65,382 $1.7M
Diversify Wealth Management, LLC 0.08% Reduce -0.3% 67,603 $1.7M
Intrust Bank NA 0.13% Add +2.3% 62,915 $1.6M
Prosperity Consulting Group, LLC 0.07% Reduce -11.4% 62,778 $1.6M
J. Goldman & Co LP 0.06% Reduce -22.7% 61,822 $1.6M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +44.3% 60,168 $1.5M
Dorsey & Whitney Trust CO LLC 0.08% Add +3.5% 58,334 $1.5M
Raelipskie Partnership 0.62% Add +7.4% 58,184 $1.5M
Ellevest, Inc. 0.21% Reduce -6.0% 58,059 $1.5M
Blair William & Co. 0.00% Add +0.6% 57,250 $1.5M
Principal Securities, Inc. 0.02% Add +134.7% 56,907 $1.5M
Virtu Financial LLC 0.06% Add +168.4% 56,486 $1.4M
Bailard, Inc. 0.03% Reduce -8.9% 56,238 $1.4M
Hanson & Doremus Investment Management 0.17% No change 56,226 $1.4M
Dorsey Wright & Associates 0.31% New 56,015 $1.4M
S&co Inc. 0.09% No change 55,000 $1.4M
MAI Capital Management 0.01% Add +8.4% 54,672 $1.4M
Glenmede Trust Co. NA 0.01% — 54,145 $1.4M
HB Wealth Management, LLC 0.01% Add +5.7% 53,323 $1.4M
Smartleaf Asset Management LLC 0.05% Add +3.6% 52,807 $1.4M
Global Retirement Partners, LLC 0.02% Add +328.7% 52,587 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.6% 51,867 $1.3M
Brown Advisory Inc. 0.00% Add +30.3% 50,752 $1.3M
Intesa Sanpaolo S.p.A. 0.08% — 49,719 $1.3M
Confluence Investment Management LLC 0.02% Add +3.7% 49,939 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -7.4% 52,056 $1.2M
Guggenheim Capital LLC 0.01% Reduce -4.2% 48,195 $1.2M
GC Wealth Management RIA, LLC 0.05% Add +7.9% 48,179 $1.2M
Wincap Financial LLC 0.84% Add +1.4% 47,614 $1.2M
Dynasty Wealth Management, LLC 0.01% Add +4.2% 47,595 $1.2M
Portside Wealth Group, LLC 0.16% Add +15.3% 47,521 $1.2M
Wealth Alliance, LLC 0.12% Reduce -14.2% 47,214 $1.2M
Secured Retirement Advisors, LLC 0.67% Reduce -8.3% 47,162 $1.2M
Regions Financial Corp. 0.01% Add +0.1% 47,018 $1.2M
Stiles Financial Services Inc 0.37% Reduce -7.0% 46,697 $1.2M
Advisory Resource Group 0.21% Add +2.0% 46,518 $1.2M
Snowden Capital Advisors LLC 0.03% Add +3.7% 46,262 $1.2M
Bridgefront Capital, LLC 0.30% New 46,182 $1.2M
Sterling Capital Management LLC 0.02% Reduce -0.9% 45,946 $1.2M
AlphaCore Capital LLC 0.03% Reduce -16.0% 45,717 $1.2M
GAMMA Investing LLC 0.06% Reduce -0.3% 45,047 $1.2M
EP Wealth Advisors, LLC 0.01% — 44,842 $1.1M
Abacus Wealth Partners, LLC 0.11% New 44,731 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +7.4% 44,428 $1.1M
Hancock Whitney Corp. 0.02% Add +0.3% 43,958 $1.1M
ESL Trust Services, LLC 0.21% No change 43,000 $1.1M
Clearstead Advisors, LLC 0.01% Add +4.8% 42,825 $1.1M
Acadian Asset Management LLC 0.00% New 42,554 $1.1M
DMC Group, LLC 0.73% Add +3.2% 42,496 $1.1M
Syon Capital LLC 0.05% Reduce -2.7% 42,458 $1.1M
Coldstream Capital Management Inc. 0.01% Reduce -16.4% 41,260 $1.1M
Five Oceans Advisors 0.37% No change 40,814 $1.0M
Mitchell & Pahl Private Wealth, LLC 0.43% Add +1.1% 40,335 $1.0M
Alhambra Investment Management LLC 0.48% Add +2.2% 40,244 $1.0M
Composition Wealth, LLC 0.01% Add +3.4% 39,866 $1.0M
Gibbs Wealth Management 0.25% Reduce -22.7% 40,575 $1.0M
Venturi Wealth Management, LLC 0.04% Add +25.4% 39,477 $1.0M
Weaver Capital Management LLC 0.21% New 39,363 $1.0M
Personal Cfo Solutions, LLC 0.16% Add +32.2% 38,475 $985K
AdvisorShares Investments LLC 0.16% New 38,302 $981K
Flputnam Investment Management Co. 0.01% Reduce -0.5% 37,358 $956K
Beck Bode, LLC 0.16% Reduce -2.7% 37,356 $956K
Flow Traders U.S. LLC 0.03% Add +145.3% 37,158 $951K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +4.8% 37,131 $951K
Henshaw Capital LLC 0.03% Reduce -30.7% 36,555 $936K
Private Advisor Group, LLC 0.00% Reduce -1.7% 36,534 $935K
Fiduciary Trust Co 0.01% Reduce -17.2% 36,362 $931K
Moors & Cabot, Inc. 0.04% Reduce -35.2% 36,093 $924K
Heritage Family Offices, LLP 0.42% Reduce -7.5% 36,017 $922K
Partners Group Holding AG 0.06% New 36,000 $922K
Strategic Investment Advisors / MI 0.08% Add +0.8% 35,871 $918K
Keel Point, LLC 0.05% Reduce -0.3% 35,375 $906K
PDS Planning, Inc 0.06% Reduce -0.3% 34,982 $896K
Sunstone Asset Management, LP 1.44% — 34,926 $894K
Nuveen, LLC 0.00% Reduce -1.3% 34,554 $885K
Kathmere Capital Management, LLC 0.06% Add +8.1% 34,423 $881K
West Family Investments, Inc. 0.21% No change 34,228 $876K
Graham Capital Management, L.P. 0.04% New 34,123 $874K
Sivia Capital Partners, LLC 0.18% Add +90.5% 33,982 $870K
Hilltop Holdings Inc. 0.05% Add +8.9% 33,972 $870K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.13% Reduce -1.4% 33,925 $868K
SG Americas Securities, LLC 0.00% Reduce -29.5% 33,792 $865K
Lido Advisors, LLC 0.00% Add +1.1% 30,037 $858K
World Investment Advisors 0.01% Add +50.0% 33,483 $857K
Blue Trust, Inc. 0.01% Reduce -9.4% 33,186 $850K
Dynamic Technology Lab Private Ltd 0.19% Add +39.9% 33,118 $848K
Cookson Peirce & Co. Inc. 0.04% Add +2.7% 32,969 $844K
PCM Encore, LLC 0.18% — 32,873 $842K
Parallel Advisors, LLC 0.02% Add +1.6% 32,735 $838K
Clarius Group, LLC 0.05% No change 32,640 $836K
Farther Finance Advisors, LLC 0.01% Add +92.5% 32,539 $833K
Beacon Pointe Advisors, LLC 0.01% Add +5.5% 32,519 $832K
Future Fund LLC 0.26% Reduce -12.0% 32,505 $832K
Farley Capital L.P. 0.62% No change 32,350 $828K
Summit Trail Advisors, LLC 0.01% Reduce -16.8% 32,302 $827K
Cresset Asset Management, LLC 0.00% Add +43.0% 32,065 $821K
Williams Jones Wealth Management, LLC. 0.01% Add +0.2% 31,261 $800K
Third View Private Wealth, LLC 0.11% — 30,830 $789K
Checchi Capital Advisers, LLC 0.05% Add +0.5% 30,553 $782K
OpenArc Corporate Advisory, LLC 0.01% — 30,400 $778K
Fiera Capital Corp 0.00% Reduce -0.9% 30,037 $769K
Quinn Opportunity Partners LLC 0.03% No change 30,000 $768K
Allianz SE 0.01% No change 30,000 $768K
Lester Murray Antman dba SimplyRich 0.20% Add +0.0% 29,727 $761K
Baird Financial Group, Inc. 0.00% Add +0.5% 29,699 $760K
Lhm, Inc. 0.28% Reduce -26.6% 29,509 $755K
Aprio Wealth Management, LLC 0.04% Add +1.4% 28,375 $750K
OneDigital Investment Advisors LLC 0.01% Reduce -13.0% 29,065 $744K
Prospera Financial Services Inc 0.01% Reduce -0.8% 29,049 $744K
Versant Capital Management, Inc 0.09% Add +11.2% 28,834 $738K
Basecamp Wealth Advisors LLC 0.16% — 28,562 $731K
Financial & Tax Architects, LLC 0.16% Reduce -5.5% 28,547 $731K
Valeo Financial Advisors, LLC 0.02% Add +2.7% 28,489 $729K
Two Sigma Investments, LP 0.00% Reduce -5.2% 28,363 $726K
Itau Unibanco Holding S.A. 0.02% No change 28,297 $724K
Americana Partners, LLC 0.02% Add +13.9% 28,254 $723K
Advisors Asset Management, Inc. 0.01% Reduce -5.6% 28,169 $721K
One Wealth Advisors, LLC 0.09% Add +0.0% 27,842 $713K
Elevation Point Wealth Partners, LLC 0.03% Add +52.6% 27,432 $702K
Norden Group LLC 0.07% Reduce -19.0% 27,315 $699K
Headlands Technologies LLC 0.06% New 27,279 $698K
Commerce Bank 0.00% Add +14.1% 27,022 $692K
Bayforest Capital Ltd 0.51% New 26,850 $687K
Mission Wealth Management, LP 0.01% Reduce -4.2% 26,816 $686K
TCTC Holdings, LLC 0.02% New 26,813 $686K
Bridgewater Advisors Inc. 0.04% Add +4.0% 28,889 $684K
Rehmann Capital Advisory Group 0.04% Add +9.0% 26,190 $672K
Parr McKnight Wealth Management Group, LLC 0.09% Add +0.0% 26,002 $666K
BigSur Wealth Management LLC 0.16% No change 25,925 $664K
Avantra Family Wealth, Inc. 0.48% Reduce -3.7% 25,896 $663K
IHT Wealth Management, LLC 0.02% Add +7.8% 25,566 $654K
Welch Group, LLC 0.02% Reduce -0.9% 25,156 $644K
Seed Wealth Management, Inc. 0.44% No change 25,125 $643K
Sage Rhino Capital LLC 0.12% Reduce -0.7% 25,094 $642K
Independent Advisor Alliance 0.02% Add +40.9% 24,904 $638K
Apollon Wealth Management, LLC 0.01% Reduce -4.9% 24,795 $635K
Key Financial Inc 0.11% Reduce -0.8% 24,265 $621K
BSW Wealth Partners 0.07% Reduce -14.7% 24,248 $621K
Mgo One Seven LLC 0.01% Reduce -2.7% 24,173 $619K
BKM Wealth Management, LLC 0.22% Reduce -6.1% 23,936 $613K
Cordatus Wealth Management LLC 0.14% Reduce -4.5% 23,634 $605K
Arax Advisory Partners 0.02% Reduce -62.8% 23,366 $598K
Diversify Advisory Services, LLC 0.02% Reduce -3.1% 24,745 $595K
Shufro Rose & Co. LLC 0.04% Reduce -25.8% 22,811 $584K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -20.3% 22,653 $580K
Insigneo Advisory Services, LLC 0.04% Reduce -9.4% 22,628 $579K
GeoWealth Management, LLC 0.02% Add +49.9% 22,501 $576K
Twelve Points Wealth Management LLC 0.13% No change 23,002 $576K
Janus Henderson Group PLC 0.00% Reduce -16.4% 22,445 $574K
May Hill Capital, LLC 0.15% Reduce -2.1% 22,117 $566K
Russell Investments Group, Ltd. 0.00% Add +25.3% 22,104 $566K
Argonautica Private Wealth Management, Inc. 0.17% Add +21.7% 22,044 $564K
London Co. of Virginia 0.00% No change 22,000 $563K
LVW Advisors, LLC 0.06% Add +22.3% 21,974 $563K
Merit Financial Group, LLC 0.00% Reduce -3.9% 21,921 $561K
Anchyra Partners LLC 0.17% — 21,755 $557K
Gallacher Capital Management LLC 0.21% Add +0.0% 21,627 $554K
Integrated Advisors Network LLC 0.02% Reduce -5.3% 21,571 $552K
Dorato Capital Management 0.41% — 22,825 $550K
HBK Sorce Advisory LLC 0.01% Reduce -3.5% 24,629 $548K
Philip James Wealth Mangement, LLC 0.06% Add +4.7% 21,139 $541K
Pinnacle Associates Ltd. 0.01% No change 21,130 $541K
Fox Run Management, L.L.C. 0.08% New 20,923 $536K
Ascent Group, LLC 0.02% Add +22.5% 20,835 $533K
Cardinal Capital Management, Inc. 0.01% Reduce -97.5% 15,180 $533K
Berkshire Asset Management LLC 0.02% Add +61.5% 20,537 $526K
Diversified Management Inc. 0.12% — 20,515 $525K
Steadtrust LLC 0.32% No change 20,400 $522K
Wedmont Private Capital 0.02% Add +5.0% 20,724 $521K
Summitry LLC 0.02% Add +14.5% 20,318 $520K
Somerset Trust Co 0.16% Add +0.8% 20,314 $520K
Evolve Private Wealth, LLC 0.03% — 20,306 $520K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -4.3% 20,293 $520K
Concurrent Investment Advisors, LLC 0.01% Add +80.9% 20,228 $518K
Rossby Financial, LCC 0.16% Add +5.3% 20,211 $517K
Ovata Capital Management Ltd 0.06% Reduce -25.9% 20,000 $514K
Fca Corp. 0.14% No change 20,000 $512K
Saturna Capital Corp. 0.01% No change 20,000 $512K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +42.4% 19,531 $501K
Sowell Financial Services LLC 0.02% Add +21.4% 19,557 $501K
Integrated Wealth Concepts LLC 0.01% Reduce -29.2% 19,468 $498K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.4% 19,303 $494K
HighPoint Advisor Group LLC 0.01% Add +41.2% 19,299 $494K
Optas, LLC 0.07% Add +0.4% 18,713 $479K
Johnson Investment Counsel Inc. 0.00% Reduce -7.5% 18,682 $478K
First Horizon Corp. 0.02% Add +0.3% 18,553 $475K
Pitcairn Wealth Advisors LLC 0.04% — 18,500 $474K
Brown Brothers Harriman & Co. 0.00% Add +71.0% 18,087 $463K
Cetera Trust Company, N.A 0.25% Add +3.3% 18,025 $461K
Federation des caisses Desjardins du Quebec 0.00% Reduce -3.7% 17,977 $460K
Savvy Advisors, Inc. 0.01% Add +24.5% 17,896 $458K
Hardy Reed LLC 0.03% Reduce -3.9% 17,862 $457K
New Republic Capital, LLC 0.12% Add +116.4% 17,826 $456K
Nicolet Advisory Services, LLC 0.03% Add +2.5% 18,097 $456K
Baron Wealth Management LLC 0.14% Add +1.9% 17,253 $442K
Riverwater Partners LLC 0.17% No change 17,236 $441K
EverSource Wealth Advisors, LLC 0.02% Add +14.9% 16,801 $430K
Allworth Financial LP 0.00% Add +17.3% 16,606 $425K
Searle & Co. 0.11% No change 16,500 $422K
Seeds Investor LLC 0.08% Reduce -3.9% 16,337 $418K
U.S. Capital Wealth Advisors, LLC 0.01% Add +5.3% 16,064 $411K
White Knight Strategic Wealth Advisors, LLC 0.30% Add +9.1% 15,925 $408K
Atlas Capital Advisors Inc. 0.05% — 15,859 $406K
Wilkinson Global Asset Management LLC 0.03% Add +2.6% 15,730 $403K
Perigon Wealth Management, LLC 0.01% Add +6.1% 15,708 $402K
Trust Point Inc. 0.03% Add +90.8% 15,613 $400K
Savant Capital, LLC 0.00% Add +17.5% 15,538 $398K
Baker Ellis Asset Management LLC 0.05% Add +99.7% 15,525 $397K
Simplicity Wealth,LLC 0.02% Reduce -0.4% 15,463 $396K
Aljian Capital Management, LLC 0.08% Reduce -3.3% 15,085 $386K
Stephens Inc. 0.00% Add +11.9% 14,967 $383K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.8% 14,902 $381K
Traveka Wealth, LLC 0.15% Reduce -0.7% 14,870 $381K
First American Trust, FSB 0.03% Reduce -2.0% 14,845 $380K
Susquehanna International Group, LLP 0.00% Reduce -94.0% 14,731 $377K
Pekin Hardy Strauss, Inc. 0.03% No change 14,722 $377K
One Wealth Capital Management, LLC 0.16% Add +21.5% 14,694 $376K
Icon Wealth Advisors, LLC 0.03% Reduce -1.7% 14,499 $376K
Laurel Oak Wealth Management, LLC 0.06% — 14,520 $372K
Sapient Capital LLC 0.01% Add +48.8% 14,439 $371K
Anchor Investment Management, LLC 0.03% No change 14,440 $370K
PEAK6 LLC 0.01% Add +514.3% 14,400 $369K
Alliancebernstein L.P. 0.00% Add +5.2% 14,344 $367K
Journey Strategic Wealth LLC 0.01% Add +6.3% 14,341 $367K
Crestwood Advisors Group, LLC 0.01% Add +9.0% 14,240 $365K
Dearborn Partners LLC 0.02% Reduce -6.7% 13,779 $353K
B. Riley Wealth Advisors, Inc. 0.02% Add +2.9% 13,730 $351K
NorthRock Partners, LLC 0.01% Add +80.6% 13,715 $351K
Addison Advisors LLC 0.08% Reduce -0.2% 13,659 $350K
Peapack Gladstone Financial Corp. 0.00% Reduce -29.3% 13,492 $345K
Certuity, LLC 0.02% Add +3.4% 13,445 $344K
Capital Group Private Client Services, Inc. 0.01% Reduce -32.4% 13,445 $344K
Wealthspire Advisors, LLC 0.00% Add +111.4% 13,405 $343K
Livet Wealth, LLC 0.21% — 13,405 $343K
Certior Financial Group, LLC 0.23% Reduce -8.8% 13,400 $343K
Ameritas Advisory Services, LLC 0.01% Add +1861.6% 13,378 $342K
AE Wealth Management LLC 0.00% Add +5.4% 13,365 $342K
Wedbush Securities Inc. 0.01% Add +41.5% 13,378 $342K
Atlatl Advisers LLC 0.13% Reduce -2.9% 13,355 $342K
Flagship Harbor Advisors, LLC 0.02% Reduce -53.0% 13,345 $342K
Chesapeake Asset Management LLC 0.28% No change 13,240 $339K
Everpar Advisors LLC 0.13% Reduce -23.1% 13,190 $338K
HUB Investment Partners, LLC 0.01% Add +10.8% 13,167 $337K
Florida Trust Wealth Management Co 0.01% Add +82.0% 13,110 $336K
Capital Investment Advisory Services, LLC 0.02% Reduce -0.5% 13,027 $333K
Quantbot Technologies LP 0.01% New 12,986 $332K
HSBC Holdings PLC 0.00% Add +45.1% 12,966 $332K
Drive Wealth Management, LLC 0.06% Add +27.1% 12,963 $332K
South Shore Capital Advisors 0.24% — 12,834 $329K
Chicago Capital, LLC 0.01% No change 12,615 $323K
SYM FINANCIAL Corp 0.03% Reduce -0.8% 12,463 $319K
PFG Investments, LLC 0.01% Add +69.1% 12,377 $317K
Legacy Wealth Partners, LLC 0.08% — 12,325 $316K
Legacy Capital Group California, Inc. 0.08% Add +21.5% 12,264 $314K
WCG Wealth Advisors LLC 0.01% New 12,261 $314K
Beverly Hills Private Wealth, LLC 0.05% Reduce -66.4% 12,249 $314K
Evoke Wealth, LLC 0.01% Reduce -3.0% 12,240 $313K
Resonant Capital Advisors, LLC 0.02% Reduce -16.4% 12,190 $312K
SageView Advisory Group, LLC 0.01% Reduce -69.0% 12,133 $311K
Barclays PLC 0.00% Reduce -37.9% 12,118 $310K
Canopy Partners, LLC 0.10% Reduce -1.7% 12,098 $310K
Riversedge Advisors, LLC 0.05% Add +1.8% 12,096 $310K
Kingswood Wealth Advisors, LLC 0.01% New 12,089 $309K
Opes Wealth Management LLC 0.05% Add +0.1% 11,980 $307K
Franklin Street Advisors Inc. 0.02% Add +1.6% 11,870 $304K
TD Private Client Wealth LLC 0.01% Reduce -59.8% 11,844 $303K
Deutsche Bank AG 0.00% Reduce -24.4% 11,676 $299K
Baker Tilly Wealth Management, LLC 0.07% Add +3.6% 11,655 $298K
AlTi Global, Inc. 0.01% Add +34.0% 11,630 $298K
180 Wealth Advisors, LLC 0.03% Reduce -8.2% 11,615 $297K
Cromwell Holdings LLC 0.16% No change 11,455 $293K
Frec Markets, Inc. 0.09% — 11,366 $291K
D.A. Davidson & Co. 0.00% Add +13.0% 11,295 $289K
Stratos Wealth Partners, LTD. 0.00% Reduce -5.5% 11,221 $287K
Mayflower Financial Advisors, LLC 0.03% Reduce -1.8% 11,212 $287K
Connecticut Wealth Management, LLC 0.01% No change 11,180 $286K
Xponance LLC 0.00% Add +11.4% 11,144 $285K
Advisory Services Network, LLC 0.00% Add +29.8% 11,026 $282K
Abel Hall, LLC 0.07% Reduce -1.3% 10,989 $281K
Portland Global Advisors LLC 0.03% No change 10,970 $281K
Diversified Trust Co. 0.01% Add +0.8% 10,909 $279K
Axxcess Wealth Management, LLC 0.00% Reduce -5.3% 10,788 $276K
OneAscent Financial Services LLC 0.03% Reduce -2.4% 10,631 $272K
Crewe Advisors LLC 0.02% Add +0.4% 10,596 $271K
Stratos Wealth Advisors, LLC 0.01% Add +0.2% 10,534 $270K
Ashton Thomas Private Wealth, LLC 0.01% New 10,480 $268K
Meyer Handelman Co. 0.01% No change 10,435 $267K
Corient IA LP 0.25% Reduce -48.0% 10,410 $266K
First Citizens Bank & Trust Co. 0.01% Add +31.2% 10,393 $266K
Contravisory Investment Management, Inc. 0.05% Add +1.5% 10,335 $265K
Arete Wealth Advisors, LLC 0.02% Reduce -16.1% 10,252 $262K
First Foundation Advisors 0.01% No change 10,120 $259K
Csenge Advisory Group 0.01% New 10,111 $259K
Jacobi Capital Management LLC 0.01% No change 10,110 $259K
Kestra Private Wealth Services, LLC 0.00% Add +6.9% 10,063 $258K
BFI Infinity Ltd. 0.16% No change 10,000 $256K
FNY Investment Advisers, LLC 0.07% New 10,000 $256K
Arkadios Wealth Advisors 0.01% Reduce -31.9% 9,992 $256K
Chesapeake Capital Corp. 0.21% Add +3.6% 9,986 $256K
Tidal Investments LLC 0.00% Reduce -91.8% 9,986 $256K
CogentBlue Wealth Advisors, LLC 0.17% Reduce -23.6% 9,972 $255K
Wallace Advisory Group, LLC 0.27% Reduce -19.2% 9,943 $255K
Choate Investment Advisors 0.01% No change 9,935 $254K
Arlington Trust Co LLC 0.03% Reduce -2.7% 9,920 $254K
Aptus Capital Advisors, LLC 0.00% Add +19.8% 9,910 $254K
Abundance Wealth Counselors 0.04% Reduce -4.8% 9,902 $253K
Simon Quick Advisors, LLC 0.01% Add +8.8% 9,860 $252K
Rosenberg Matthew Hamilton 0.05% No change 9,844 $252K
Avior Wealth Management, LLC 0.01% Add +0.4% 9,800 $251K
Advisors Capital Management, LLC 0.00% Add +4.6% 9,794 $251K
Center For Asset Management LLC 0.13% New 9,732 $249K
Schroder Investment Management Group 0.00% Reduce -2.5% 9,654 $248K
Texas Capital Bank Wealth Management Services Inc 0.01% No change 9,640 $247K
Sunpointe, LLC 0.08% Add +5.5% 9,454 $242K
Sage Mountain Advisors LLC 0.01% Reduce -3.3% 9,443 $242K
Disciplined Investors, L.L.C. 0.16% No change 9,375 $240K
Shelton Capital Management 0.00% New 9,365 $240K
Leavell Investment Management, Inc. 0.01% Add +9.3% 9,200 $236K
Wexford Capital LP 0.06% New 9,162 $235K
Brucke Financial, Inc. 0.13% Add +27.1% 9,153 $234K
Balefire, LLC 0.05% Add +27.8% 9,116 $233K
55 North Private Wealth, LLC 0.06% — 9,073 $232K
LRI Investments, LLC 0.02% Add +9.1% 9,060 $232K
Jain Global LLC 0.00% New 8,999 $230K
Rothschild Investment LLC 0.01% Add +0.7% 8,925 $228K
Fifth Third Wealth Advisors LLC 0.01% Add +1.6% 8,796 $225K
Ingalls & Snyder LLC 0.01% No change 8,760 $224K
Dynamic Advisor Solutions LLC 0.01% Add +2.5% 8,748 $224K
SVB Wealth LLC 0.01% Reduce -1.8% 8,740 $224K
Burns Matteson Capital Management, LLC 0.09% New 8,702 $223K
Bessemer Group Inc. 0.00% Add +16.6% 8,533 $219K
Foundations Investment Advisors, LLC 0.00% Reduce -5.9% 8,419 $216K
RB Capital Management, LLC 0.05% New 8,380 $215K
Eagle Bay Advisors LLC 0.15% Add +7.5% 8,274 $212K
Park Place Capital Corp 0.04% Add +2.3% 8,240 $211K
CreativeOne Wealth, LLC 0.01% Add +13.3% 8,197 $210K
Angeles Wealth Management, LLC 0.01% Add +15.3% 8,181 $209K
Modern Wealth Management, LLC 0.00% New 8,104 $207K
Bradley Foster & Sargent Inc. 0.00% Add +2.8% 8,094 $207K
Curi Capital, LLC 0.00% Add +1.9% 7,950 $204K
Hoxton Planning & Management, LLC 0.06% Reduce -0.1% 7,923 $203K
Summit Financial, LLC 0.00% Add +5.7% 7,886 $202K
Foster Group, Inc. 0.01% Add +8.0% 7,862 $201K
Mairs & Power Inc. 0.00% No change 7,830 $200K
Leonteq Securities AG 0.01% Add +6704.4% 7,825 $200K
Tower Research Capital LLC (TRC) 0.00% Add +72.0% 7,716 $198K
Plante Moran Financial Advisors, LLC 0.01% No change 7,317 $187K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +163.2% 7,276 $186K
DekaBank Deutsche Girozentrale 0.00% No change 2,012 $183K
Huntington National Bank 0.00% Reduce -12.0% 7,094 $182K
Transamerica Financial Advisors, LLC 0.01% Add +1965.8% 7,003 $179K
Palladiem, LLC 0.17% — 6,825 $176K
IFP Advisors, Inc 0.00% Add +23.7% 6,827 $175K
American National Bank & Trust 0.02% Add +13.3% 6,640 $170K
National Bank of Canada 0.00% New 6,337 $162K
UMB Bank, n.a. 0.00% Reduce -3.6% 6,068 $155K
Grove Bank & Trust 0.02% Reduce -1.9% 6,028 $154K
TD Waterhouse Canada Inc. 0.00% Add +45.8% 5,929 $152K
Maj Invest Holding A/S 0.01% No change 5,500 $141K
Toronto Dominion Bank 0.00% No change 5,406 $138K
Centaurus Financial, Inc. 0.01% Add +0.5% 5,279 $135K
JTC Employer Solutions Trustee Ltd 0.01% No change 4,950 $126K
Quent Capital, LLC 0.01% Add +0.2% 4,888 $125K
Parkside Financial Bank & Trust 0.01% Add +92.7% 4,645 $119K
Cape Investment Advisory, Inc. 0.04% Add +3575.8% 4,558 $117K
Wealth Preservation Advisors, LLC 0.06% No change 4,500 $115K
Trust Co. of Vermont 0.00% No change 4,500 $115K
MidFirst Bank 0.01% — 4,494 $115K
Hilltop National Bank 0.03% Reduce -9.3% 4,433 $113K
Private Trust Co. NA 0.01% Add +9.2% 4,341 $111K
Horizon Investments, LLC 0.00% Add +1.8% 4,295 $110K
Geneos Wealth Management Inc. 0.00% Add +2.8% 4,287 $110K
CoreCap Advisors, LLC 0.00% Add +0.4% 4,130 $106K
Bruce G. Allen Investments, LLC 0.07% Add +5.5% 4,103 $105K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% — 4,001 $102K
LOM Asset Management Ltd 0.03% No change 4,000 $102K
Lanark Financial, Inc. 0.01% Add +5.8% 3,684 $94K
Manchester Capital Management LLC 0.01% Add +5.6% 3,646 $93K
Harbour Investments, Inc. 0.00% Add +68.0% 3,487 $89K
Root Financial Partners, LLC 0.00% Add +69.6% 3,393 $87K
Westside Investment Management, Inc. 0.01% No change 2,860 $74K
Rexford Capital Inc. 0.05% No change 2,815 $72K
CENTRAL TRUST Co 0.00% Add +68.7% 2,779 $71K
JFS Wealth Advisors, LLC 0.00% No change 2,720 $70K
Nisa Investment Advisors, LLC 0.00% New 2,600 $67K
Community Bank, N.A. 0.01% No change 2,590 $66K
Sound Income Strategies, LLC 0.00% Add +224.3% 2,685 $65K
Colonial Trust Co / SC 0.01% Reduce -4.0% 2,515 $64K
Vestor Capital, LLC 0.01% Reduce -89.9% 253 $64K
Ancora Advisors LLC 0.00% Add +333.0% 2,490 $64K
DV Trading LLC 0.01% — 2,464 $63K
Salomon & Ludwin, LLC 0.01% Reduce -14.3% 2,439 $63K
Golden State Wealth Management, LLC 0.01% Reduce -1.9% 2,421 $62K
Ogorek Anthony Joseph /NY/ 0.02% No change 2,395 $61K
Pittenger & Anderson Inc. 0.00% Reduce -41.5% 2,265 $58K
Ameliora Wealth Management Ltd. 0.02% No change 2,200 $56K
Pin Oak Investment Advisors Inc. 0.04% No change 2,534 $56K
Atlantic Union Bankshares Corp 0.00% No change 2,182 $56K
Hollencrest Capital Management 0.00% No change 2,095 $54K
Pinnacle Bancorp, Inc. 0.02% No change 2,070 $53K
Founders Capital Management 0.03% No change 2,005 $51K
Fortitude Family Office, LLC 0.01% Add +21.3% 1,995 $51K
Fairscale Capital, LLC 0.03% Reduce -20.1% 1,988 $51K
Richardson Financial Services Inc. 0.02% New 1,875 $48K
Financial Management Professionals, Inc. 0.00% Add +55.6% 1,676 $43K
Zions Bancorporation, National Association 0.00% No change 1,637 $42K
Wellington Grp LLC 0.01% — 1,612 $41K
Baillie Gifford & Co. 0.00% New 1,551 $40K
Capital Analysts, LLC 0.00% No change 1,500 $39K
Operose Advisors LLC 0.01% No change 1,520 $39K
Trust Co. of Toledo NA 0.00% Add +0.4% 1,506 $39K
Paradigm Asset Management Co. LLC 0.01% No change 1,500 $38K
Physician Wealth Advisors, Inc. 0.01% Add +5.2% 1,466 $38K
CVA Family Office, LLC 0.00% No change 1,431 $37K
Picton Mahoney Asset Management 0.00% New 1,400 $36K
Accent Capital Management, LLC 0.02% No change 1,380 $35K
SJS Investment Consulting Inc. 0.00% New 1,369 $35K
Harbor Investment Advisory, LLC 0.00% Add +60.1% 1,345 $34K
Triumph Capital Management 0.01% New 1,321 $34K
SHP Wealth Management 0.00% — 1,305 $33K
Tacita Capital Inc 0.02% No change 1,275 $33K
General Partner, Inc. 0.02% No change 1,245 $32K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,231 $32K
Country Trust Bank 0.00% No change 1,171 $30K
Vision Retirement, LLC 0.01% — 1,160 $30K
Raffa Wealth Management, LLC 0.00% Add +8.8% 1,151 $29K
True Wealth Design, LLC 0.01% Reduce -16.2% 1,146 $29K
Measured Wealth Private Client Group, LLC 0.01% No change 1,135 $29K
Twin Tree Management, LP 0.00% Reduce -61.3% 1,112 $28K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +404.1% 1,109 $28K
High Note Wealth, LLC 0.01% No change 1,079 $28K
Elyxium Wealth, LLC 0.01% New 1,070 $27K
V-Square Quantitative Management LLC 0.00% New 1,050 $27K
Larson Financial Group LLC 0.00% Reduce -18.2% 1,043 $27K
Highline Wealth Partners LLC 0.01% Reduce -21.2% 1,037 $27K
Signature Equity Partners, LLC 0.01% — 1,015 $26K
Asset Dedication, LLC 0.00% No change 985 $25K
YANKCOM Partnership 0.01% Add +748.7% 976 $25K
TD Capital Management LLC 0.00% Add +5.0% 955 $24K
Foster Dykema Cabot & Partners, LLC 0.00% No change 935 $24K
North Star Investment Management Corp. 0.00% No change 915 $23K
Bell Investment Advisors, Inc 0.00% Add +9.8% 899 $23K
GW&K Investment Management, LLC 0.00% No change 845 $22K
Advocate Investing Services LLC 0.02% — 845 $22K
Robinswood Financial LLC 0.01% No change 835 $21K
Ameriflex Group, Inc. 0.01% Reduce -17.8% 830 $21K
Federated Hermes, Inc. 0.00% Add +10.0% 827 $21K
Cherry Tree Wealth Management, LLC 0.00% No change 825 $21K
Motco 0.00% No change 804 $21K
Nvwm, LLC 0.00% New 800 $20K
Bogart Wealth, LLC 0.00% Add +12.5% 800 $20K
AdvisorNet Financial, Inc 0.00% Add +111.3% 788 $20K
Murphy & Mullick Capital Management Corp 0.01% No change 765 $20K
Farmers & Merchants Investments Inc. 0.00% No change 760 $19K
Creative Financial Designs Inc. 0.00% Reduce -0.9% 751 $19K
Davis Capital Management 0.01% No change 750 $19K
Bangor Savings Bank 0.00% Add +148.9% 697 $18K
Spire Wealth Management 0.00% Reduce -86.0% 688 $18K
Navigoe, LLC 0.01% No change 682 $17K
Copeland Capital Management, LLC 0.00% No change 660 $17K
Oakworth Capital, Inc. 0.00% No change 650 $17K
Essential Partners LLC 0.01% Reduce -34.4% 640 $16K
J.Safra Asset Management Corp 0.00% New 609 $16K
Signature Resources Capital Management, LLC 0.01% No change 600 $15K
Retirement Wealth Solutions LLC 0.01% Reduce -10.9% 599 $15K
Caitong International Asset Management Co., Ltd 0.00% Reduce -18.2% 598 $15K
Financial Network Wealth Advisors LLC 0.02% Reduce -25.6% 596 $15K
Cornerstone Planning Group LLC 0.00% Add +3004.6% 683 $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
Frazier Financial Advisors, LLC 0.01% No change 546 $14K
Steigerwald, Gordon & Koch Inc. 0.00% Add +45.1% 544 $14K
Compass Financial Services Inc 0.01% Add +0.4% 521 $13K
Financial Consulate, Inc. 0.00% Add +30.7% 515 $13K
Center for Financial Planning, Inc. 0.00% No change 510 $13K
CKW Financial Group 0.00% Add +400.0% 2,500 $13K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 505 $13K
Bayban 0.01% — 500 $13K
MPWM Advisory Solutions, LLC 0.01% No change 500 $13K
McIlrath & Eck, LLC 0.00% No change 500 $13K
Tompkins Financial Corp. 0.00% No change 495 $13K
Strategic Wealth Partners, Ltd. 0.00% No change 473 $12K
Manning & Napier Advisors LLC 0.00% Reduce -29.0% 465 $12K
Washington Trust Advisors, Inc. 0.00% No change 458 $12K
City Holding Co. 0.00% No change 458 $12K
Albion Financial Group 0.00% No change 450 $12K
NBT Bank, N.A. 0.00% No change 430 $11K
Ascentis Wealth Management, LLC 0.00% Add +83.6% 404 $10K
Proffitt & Goodson Inc. 0.00% Reduce -8.0% 401 $10K
CNB Bank 0.00% No change 400 $10K
Clean Yield Group 0.00% No change 400 $10K
Redmont Wealth Advisors LLC 0.01% No change 380 $10K
Basepoint Wealth LLC 0.01% New 370 $9K
Hager Investment Management Services, LLC 0.01% New 365 $9K
Tucker Asset Management LLC 0.00% New 353 $9K
Fairman Group, LLC 0.01% No change 352 $9K
Principia Wealth Advisory, LLC 0.01% Add +13.7% 349 $9K
Stephens Consulting, LLC 0.00% New 324 $8K
Montag A & Associates Inc. 0.00% Reduce -45.2% 310 $8K
Abound Wealth Management 0.00% Add +526.5% 307 $8K
Cornerstone Financial Management LLC 0.01% — 306 $8K
Front Row Advisors LLC 0.00% Add +200.0% 300 $8K
Sunbelt Securities, Inc. 0.00% Reduce -63.2% 291 $7K
Archer Investment Corp 0.00% No change 285 $7K
CX Institutional 0.00% Add +342.9% 279 $7K
NFSG Corp 0.00% No change 270 $7K
Wellington-Altus USA Inc. 0.00% — 260 $7K
Westend Capital Management, LLC 0.00% No change 259 $7K
Bare Financial Services, Inc 0.00% Reduce -26.0% 256 $7K
Independence Bank of Kentucky 0.00% New 251 $6K
Maseco LLP 0.00% New 249 $6K
Dagco, Inc. 0.00% No change 246 $6K
Caitlin John, LLC 0.00% No change 245 $6K
Quaker Wealth Management, LLC 0.00% New 243 $6K
IMA Advisory Services, Inc. 0.00% New 240 $6K
Smithfield Trust Co 0.00% New 220 $6K
Beaird Harris Wealth Management, LLC 0.00% No change 229 $6K
Bear Mountain Capital, Inc. 0.00% Reduce -4.1% 235 $6K
Armstrong Advisory Group, Inc. 0.00% No change 205 $5K
Godfrey Financial Associates, Inc. 0.00% — 204 $5K
Bravera Wealth 0.00% — 182 $5K
Nemes Rush Group LLC 0.00% New 177 $5K
St Germain D J Co. Inc. 0.00% No change 173 $4K
Granite FO LLC 0.00% No change 160 $4K
DecisionPoint Financial, LLC 0.00% No change 160 $4K
Coston, McIsaac & Partners 0.00% New 190 $4K
Wiser Advisor Group LLC 0.00% No change 151 $4K
Reyes Financial Architecture, Inc. 0.00% New 148 $4K
Western Pacific Wealth Management, LP 0.00% No change 145 $4K
Garton & Associates Financial Advisors LLC 0.00% — 143 $4K
MCF Advisors LLC 0.00% New 134 $3K
Benson Wealth Management INC 0.00% — 129 $3K
Glen Eagle Advisors, LLC 0.00% Reduce -26.2% 127 $3K
Gould Capital, LLC 0.00% No change 125 $3K
WPG Advisers, LLC 0.00% No change 115 $3K
Elevated Capital Advisors, LLC 0.00% New 115 $3K
Acumen Wealth Advisors, LLC 0.00% — 114 $3K
West Financial Advisors, LLC 0.00% New 105 $3K
JNBA Financial Advisors 0.00% New 104 $3K
Ameritas Investment Partners, Inc. 0.00% No change 100 $3K
Wolff Wiese Magana LLC 0.00% Reduce -78.6% 100 $3K
Rachor Investment Advisory Services, LLC 0.00% — 100 $3K
ORG Partners LLC 0.00% No change 100 $3K
Private Wealth Asset Management, LLC 0.00% No change 100 $3K
Colonial Trust Advisors 0.00% Reduce -47.4% 100 $3K
Heritage Wealth Advisors 0.00% No change 90 $2K
Sittner & Nelson, LLC 0.00% No change 100 $2K
Merited Wealth, LLC 0.00% — 84 $2K
American Capital Advisory, LLC 0.00% Reduce -1.2% 84 $2K
Darwin Wealth Management, LLC 0.00% No change 80 $2K
Byrne Asset Management LLC 0.00% No change 80 $2K
Stone House Investment Management, LLC 0.00% New 80 $2K
Lodestone Wealth Management LLC 0.00% New 77 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 75 $2K
Godsey & Gibb, Inc. 0.00% No change 75 $2K
KERR FINANCIAL PLANNING Corp 0.00% Reduce -79.9% 90 $2K
MV Capital Management, Inc. 0.00% New 65 $2K
WealthCollab, LLC 0.00% No change 62 $2K
HM Payson & Co. 0.00% New 62 $2K
Estate Planners Group, LLC 0.00% — 60 $2K
Kilter Group LLC 0.00% New 60 $2K
Kingdom Financial Group LLC. 0.00% New 50 $1K
Boyd Watterson Asset Management LLC 0.00% No change 50 $1K
Wealth Watch Advisors, INC 0.00% No change 45 $1K
Concord Wealth Partners 0.00% No change 40 $1K
Winch Advisory Services, LLC 0.00% No change 40 $1K
NCP Inc. 0.00% New 40 $1K
Eastern Bank 0.00% No change 35 $896
First Command Advisory Services, Inc. 0.00% No change 35 $896
New Millennium Group LLC 0.00% No change 31 $786
Trust Co 0.00% New 27 $691
Dunhill Financial, LLC 0.00% No change 26 $661
Turning Point Benefit Group, Inc. 0.00% No change 22 $563
N.E.W. Advisory Services LLC 0.00% No change 20 $512
Nalls Sherbakoff Group, LLC 0.00% New 17 $435
Toth Financial Advisory Corp. 0.00% New 15 $384
Strategic Advocates LLC 0.00% No change 10 $257
Smallwood Wealth Investment Management, LLC 0.00% No change 10 $256
HHM Wealth Advisors, LLC 0.00% No change 10 $256
Kohmann Bosshard Financial Services, LLC 0.00% New 7 $180
Modus Advisors, LLC 0.00% New 6 $154
Financial Gravity Asset Management, Inc. 0.00% New 1 $26
Roble, Belko & Company, Inc 0.00% No change 5 $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.