Sony Group Corp. - SP ADRSONY
13F holders, Q1 2026 (March 31)739holders −82
66new positions
144sold out
10famous investors
$20.69avg. 13F price*
At the end of Q1 2026, 739 institutions reported holding Sony Group Corp. - SP ADR (SONY) in their 13F filings, down 82 from Q4 2025. 66 opened new positions and 144 sold out. The largest holders were Fisher Asset Management ($2.3B), Primecap Management Co. ($1.2B) and Aristotle Capital Management, LLC ($909.5M). 10 famous investors held it, including Mario Gabelli (0.9% of GAMCO Investors's portfolio), Ken Fisher (0.8% of Fisher Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $272.9M |
| Exits | 144 | $432.2M |
All 13F filers, Q4 2025 → Q1 2026: 42,633,458 shares bought and 35,427,653 shares sold, net +7,205,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 739 holders
| Fisher Asset Management | 0.78% | Add +1.5% | 110,630,948 | $2.3B |
| Primecap Management Co. | 0.95% | Add +0.4% | 58,530,830 | $1.2B |
| Aristotle Capital Management, LLC | 1.90% | Reduce -2.6% | 43,937,137 | $909.5M |
| Morgan Stanley | 0.03% | Add +10.6% | 24,987,735 | $517.2M |
| Bank of America Corp. | 0.03% | Add +9.1% | 16,992,579 | $351.7M |
| Mondrian Investment Partners LTD | 3.76% | Add +37.9% | 11,975,861 | $251.5M |
| BlackRock, Inc. | 0.00% | Add +12.2% | 9,389,076 | $194.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +15.1% | 8,968,457 | $185.6M |
| Northern Trust Corp. | 0.02% | Reduce -0.7% | 7,364,415 | $152.4M |
| Capital International Investors | 0.03% | Reduce -1.0% | 7,375,593 | $146.9M |
| Harding Loevner LP | 1.41% | Reduce -5.8% | 6,636,707 | $137.4M |
| Royal Bank of Canada | 0.03% | Reduce -3.1% | 6,571,734 | $136.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +9.3% | 5,876,955 | $121.7M |
| Gabelli Funds LLC | 0.74% | Reduce -2.3% | 5,197,641 | $107.6M |
| Natixis Advisors, LLC | 0.15% | Reduce -2.2% | 5,112,547 | $105.8M |
| Clearbridge Investments, LLC | 0.09% | Reduce -9.7% | 5,062,002 | $104.8M |
| FMR LLC | 0.01% | Reduce -17.8% | 5,044,209 | $104.4M |
| Capital World Investors | 0.01% | Reduce -2.1% | 4,970,832 | $102.9M |
| GAMCO Investors | 0.94% | Reduce -7.8% | 4,589,084 | $95.0M |
| Jones Financial Companies LLLP | 0.04% | Add +5280.3% | 4,585,565 | $91.3M |
| D. E. Shaw & Co. | 0.06% | New | 3,581,856 | $74.1M |
| Thrivent Financial for Lutherans | 0.14% | Add +1.7% | 3,470,338 | $71.8M |
| Wells Fargo & Company | 0.01% | Add +3.6% | 3,207,482 | $66.4M |
| Ameriprise Financial Inc. | 0.01% | Add +56.2% | 3,135,095 | $64.4M |
| UBS Group AG | 0.01% | Add +5.2% | 2,885,032 | $59.7M |
| Sei Investments Co. | 0.05% | Reduce -2.4% | 2,858,777 | $59.2M |
| JPMorgan Chase & Co. | 0.00% | Add +35.0% | 2,899,659 | $57.8M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.1% | 2,225,380 | $46.1M |
| Raymond James Financial Inc. | 0.01% | Add +0.8% | 2,144,982 | $44.4M |
| Alberta Investment Management Corp | 0.28% | New | 1,993,000 | $41.3M |
| CIBC Bancorp USA Inc. | 0.05% | — | 1,953,645 | $40.5M |
| Jane Street Group, LLC | 0.04% | Add +229.7% | 1,937,163 | $40.1M |
| Arrowstreet Capital, Limited Partnership | 0.02% | New | 1,932,258 | $40.0M |
| WCM Investment Management, LLC | 0.09% | Add +337.6% | 1,949,592 | $38.8M |
| Creative Planning | 0.03% | Add +4.7% | 1,872,866 | $38.8M |
| Clark Capital Management Group, Inc. | 0.23% | Reduce -5.1% | 1,779,474 | $36.8M |
| Assetmark, Inc. | 0.07% | Reduce -1.7% | 1,661,788 | $34.4M |
| Pictet North America Advisors SA | 3.26% | Add +3.1% | 1,584,630 | $32.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +653.9% | 1,393,525 | $28.8M |
| American Century Companies Inc. | 0.01% | Reduce -32.2% | 1,326,908 | $27.5M |
| LPL Financial LLC | 0.01% | Add +34.6% | 1,265,747 | $26.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +824.2% | 1,257,315 | $26.0M |
| Ferguson Wellman Capital Management, Inc. | 0.33% | New | 1,156,193 | $23.9M |
| Neuberger Berman Group LLC | 0.02% | Add +7.0% | 1,098,779 | $22.7M |
| Stifel Financial Corp. | 0.02% | Add +0.2% | 1,077,944 | $22.3M |
| Quantinno Capital Management LP | 0.04% | Add +17.8% | 1,036,782 | $21.5M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -33.3% | 1,019,167 | $21.1M |
| Massachusetts Financial Services Co. | 0.01% | Add +22.8% | 969,209 | $20.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.6% | 964,786 | $20.0M |
| Martin Investment Management, LLC | 5.52% | Reduce -8.0% | 891,165 | $18.4M |
| O'shaughnessy Asset Management, LLC | 0.09% | Reduce -15.6% | 839,001 | $17.4M |
| Arnhold LLC | 1.27% | Add +18.0% | 837,356 | $17.3M |
| Cabot Wealth Management Inc. | 1.98% | Add +2.0% | 830,909 | $17.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -15.5% | 822,042 | $17.0M |
| Invesco Ltd. | 0.00% | Add +3.8% | 816,049 | $16.9M |
| Public Employees Retirement System of Ohio | 0.05% | New | 759,221 | $15.7M |
| Voloridge Investment Management, LLC | 0.06% | New | 753,523 | $15.6M |
| US Bancorp \de | 0.02% | Add +16.3% | 742,579 | $15.4M |
| Bank of New York Mellon Corp | 0.00% | Add +10.9% | 727,569 | $15.1M |
| Cerity Partners LLC | 0.02% | Add +9.1% | 727,144 | $15.1M |
| Clark Estates Inc. | 3.44% | Add +176.6% | 691,600 | $14.3M |
| SouthState Bank Corp | 0.66% | Reduce -2.3% | 687,517 | $14.2M |
| Citadel Advisors | 0.01% | Reduce -86.1% | 674,519 | $14.0M |
| Thornburg Investment Management Inc. | 0.14% | Add +16.4% | 669,134 | $13.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +17.4% | 661,096 | $13.7M |
| Renaissance Technologies | 0.02% | New | 655,000 | $13.6M |
| BNP Paribas Financial Markets | 0.01% | Add +780.1% | 644,071 | $13.3M |
| Cambiar Investors LLC | 0.60% | Add +6.0% | 625,049 | $12.9M |
| CapWealth Advisors, LLC | 1.16% | Add +5.4% | 618,738 | $12.8M |
| AQR Capital Management | 0.01% | Add +0.2% | 617,377 | $12.8M |
| Bank of Montreal | 0.01% | Add +5.7% | 605,752 | $12.5M |
| Lathrop Investment Management Co. | 2.29% | Reduce -2.4% | 591,040 | $12.2M |
| Point72 Asset Management | 0.02% | Reduce -12.0% | 564,807 | $11.7M |
| Capital Fund Management S.A. | 0.10% | Add +19.3% | 534,902 | $11.1M |
| Rock Point Advisors, LLC | 2.89% | Add +13.6% | 515,468 | $10.7M |
| Ethic Inc. | 0.16% | Reduce -5.3% | 496,565 | $10.3M |
| Bcwm, LLC | 2.87% | New | 489,017 | $10.1M |
| Crossmark Global Holdings, Inc. | 0.15% | Add +2.4% | 487,727 | $10.1M |
| Silvercrest Asset Management Group LLC | 0.07% | Add +53.6% | 485,430 | $10.0M |
| Captrust Financial Advisors | 0.02% | Add +66.8% | 461,589 | $9.6M |
| Live Oak Private Wealth LLC | 1.31% | Add +3.5% | 454,318 | $9.4M |
| TD Waterhouse Canada Inc. | 0.03% | Add +7090.5% | 426,324 | $9.0M |
| Cetera Investment Advisers | 0.01% | Add +2.9% | 424,385 | $8.8M |
| Foresight Global Investors, Inc. | 5.47% | Reduce -47.3% | 407,011 | $8.4M |
| Mariner, LLC | 0.01% | Add +4.8% | 399,333 | $8.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -19.9% | 394,119 | $8.2M |
| Oppenheimer Asset Management Inc. | 0.09% | Add +7.4% | 382,374 | $7.9M |
| QRG Capital Management, Inc. | 0.08% | Reduce -8.1% | 361,696 | $7.5M |
| Citigroup Inc. | 0.00% | Reduce -34.8% | 361,073 | $7.5M |
| Truist Financial Corp. | 0.01% | Reduce -2.3% | 358,534 | $7.4M |
| Walleye Capital LLC | 0.05% | Reduce -25.5% | 352,105 | $7.3M |
| Boston Partners | 0.01% | Add +0.1% | 345,362 | $7.2M |
| Pinnacle Financial Partners, Inc. | 0.05% | Reduce -0.3% | 341,143 | $7.1M |
| Ramirez Asset Management, Inc. | 0.84% | New | 339,615 | $7.0M |
| Pathstone Holdings, LLC | 0.03% | Add +16.2% | 336,462 | $7.0M |
| MML Investors Services, LLC | 0.02% | Reduce -20.0% | 335,432 | $6.9M |
| Markel Group | 0.06% | No change | 335,000 | $6.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.7% | 325,068 | $6.7M |
| Boston Common Asset Management, LLC | 0.43% | Add +10.7% | 321,630 | $6.7M |
| Focus Partners Wealth | 0.01% | Add +12.0% | 317,073 | $6.5M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Reduce -12.1% | 313,983 | $6.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.4% | 313,092 | $6.5M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -10.2% | 312,645 | $6.5M |
| Millennium Management | 0.01% | Reduce -37.2% | 310,434 | $6.4M |
| Henry James International Management Inc. | 2.29% | Reduce -24.2% | 306,881 | $6.4M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | Add +338.7% | 295,454 | $6.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.13% | Reduce -1.1% | 294,196 | $6.1M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.31% | Add +75.3% | 289,117 | $6.0M |
| Cwm, LLC | 0.01% | Reduce -3.8% | 275,053 | $5.7M |
| Scotia Capital Inc. | 0.02% | Reduce -40.0% | 273,351 | $5.7M |
| 1832 Asset Management L.P. | 0.01% | Reduce -13.4% | 272,300 | $5.6M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +2.1% | 270,880 | $5.6M |
| Inlet Private Wealth, LLC | 1.43% | Reduce -2.3% | 270,424 | $5.6M |
| Eagle Global Advisors LLC | 0.20% | Add +1.0% | 263,526 | $5.5M |
| Sit Investment Associates Inc. | 0.11% | Add +0.3% | 263,110 | $5.4M |
| Renaissance Group LLC | 0.22% | Reduce -3.9% | 256,317 | $5.3M |
| Callan Family Office, LLC | 0.12% | Reduce -4.7% | 254,064 | $5.3M |
| T. Rowe Price Associates Inc. | 0.00% | New | 240,932 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Add +4.8% | 240,522 | $5.0M |
| Quinn Opportunity Partners LLC | 0.26% | Add +700.0% | 240,000 | $5.0M |
| Park Avenue Securities LLC | 0.04% | Add +0.3% | 235,366 | $4.9M |
| O'Brien Greene & Co. Inc | 1.38% | Add +6.0% | 235,162 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.9% | 235,014 | $4.9M |
| Stamos Capital Partners, L.P. | 0.75% | Add +81.2% | 232,958 | $4.8M |
| Waverly Advisors, LLC | 0.04% | Reduce -1.8% | 232,222 | $4.8M |
| Atria Investments, Inc | 0.05% | Reduce -4.0% | 231,550 | $4.8M |
| Lazard Asset Management LLC | 0.01% | Reduce -25.4% | 228,244 | $4.7M |
| American Trust Investment Advisors, LLC | 2.61% | Add +2.6% | 228,102 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +26.2% | 224,934 | $4.7M |
| Dynamic Technology Lab Private Ltd | 0.75% | Reduce -95.7% | 1,436 | $4.6M |
| Vise Technologies, Inc. | 0.09% | No change | 175,557 | $4.5M |
| Quadrant Capital Group LLC | 0.13% | Reduce -3.1% | 214,749 | $4.4M |
| Aquatic Capital Management LLC | 0.13% | New | 213,488 | $4.4M |
| Hantz Financial Services, Inc. | 0.07% | Add +75.9% | 211,802 | $4.4M |
| State Street Corp. | 0.00% | Add +0.1% | 210,333 | $4.4M |
| Princeton Global Asset Management LLC | 0.70% | Add +0.3% | 207,343 | $4.3M |
| Timber Creek Capital Management LLC | 1.04% | Reduce -0.0% | 206,783 | $4.3M |
| Rathbones Group PLC | 0.02% | Add +5.1% | 206,337 | $4.3M |
| Humankind Investments LLC | 2.39% | No change | 202,195 | $4.2M |
| Brooklyn Investment Group | 0.13% | Add +88.9% | 200,624 | $4.2M |
| M&T Bank Corp | 0.01% | Reduce -12.9% | 199,875 | $4.1M |
| &partners | 0.02% | Reduce -1.0% | 183,289 | $3.9M |
| Cibc World Market Inc. | 0.01% | Reduce -4.0% | 188,387 | $3.9M |
| NewEdge Wealth, LLC | 0.05% | Add +7.7% | 186,461 | $3.9M |
| Vident Advisory, LLC | 0.03% | Reduce -4.3% | 185,869 | $3.8M |
| Ritholtz Wealth Management | 0.07% | Reduce -28.4% | 185,233 | $3.8M |
| Mackenzie Financial Corp. | 0.00% | Reduce -62.0% | 180,673 | $3.7M |
| Aperture Investors, LLC | 0.47% | Add +16.2% | 179,731 | $3.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.2% | 177,213 | $3.7M |
| Corient Private Wealth LP | 0.01% | Reduce -37.1% | 181,045 | $3.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +37.1% | 171,616 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.9% | 161,752 | $3.3M |
| First Trust Advisors LP | 0.00% | Reduce -59.3% | 156,609 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.2% | 154,897 | $3.2M |
| Blue Square Asset Management, LLC | 1.52% | Reduce -0.8% | 154,754 | $3.2M |
| BTC Capital Management, Inc. | 0.22% | Add +57.1% | 154,232 | $3.2M |
| Signaturefd, LLC | 0.05% | Reduce -2.6% | 148,699 | $3.1M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -27.7% | 147,422 | $3.1M |
| Oxbow Advisors, LLC | 0.26% | New | 145,802 | $3.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +13.6% | 143,267 | $3.0M |
| Delta Capital Management LLC | 1.63% | Reduce -0.1% | 141,290 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.4% | 141,144 | $2.9M |
| Ravenswood Partners LP | 1.08% | Add +2.1% | 140,843 | $2.9M |
| Keybank National Association | 0.01% | Add +31.2% | 135,426 | $2.8M |
| Capital International, Inc. | 0.02% | Add +8.6% | 133,153 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -21.8% | 132,654 | $2.7M |
| Naviter Wealth, LLC | 0.34% | Add +6.5% | 131,968 | $2.7M |
| JCIC Asset Management Inc. | 0.83% | Reduce -12.0% | 131,273 | $2.7M |
| Ieq Capital, LLC | 0.01% | Add +2.0% | 126,527 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.9% | 121,992 | $2.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -94.5% | 118,546 | $2.5M |
| Choreo, LLC | 0.03% | Add +1.6% | 117,324 | $2.4M |
| Franklin Resources Inc. | 0.00% | Add +4.1% | 116,478 | $2.4M |
| Fifth Third Bancorp | 0.00% | Reduce -5.0% | 112,625 | $2.3M |
| Rhumbline Advisers | 0.00% | Add +4.7% | 112,578 | $2.3M |
| Benjamin Edwards Inc. | 0.02% | Add +31.8% | 111,052 | $2.3M |
| J. Safra Sarasin Holding AG | 0.04% | Add +5.9% | 110,581 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +238.2% | 109,991 | $2.3M |
| Columbia Asset Management | 0.42% | Reduce -2.0% | 107,500 | $2.2M |
| Factory Mutual Insurance Co. | 0.03% | Reduce -35.7% | 107,434 | $2.2M |
| Klein Pavlis & Peasley Financial, Inc. | 1.21% | Add +26.4% | 106,101 | $2.2M |
| Ellsworth Advisors, LLC | 0.40% | Add +6.7% | 102,576 | $2.1M |
| Clearstead Advisors, LLC | 0.02% | Add +134.6% | 100,449 | $2.1M |
| Tudor Investment Corporation | 0.01% | New | 100,161 | $2.1M |
| Central Pacific Bank - Trust Division | 0.28% | No change | 100,000 | $2.1M |
| Mill Creek Capital Advisors, LLC | 0.04% | Reduce -0.1% | 99,290 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 98,272 | $2.0M |
| Compound Planning, Inc. | 0.06% | Reduce -15.7% | 98,177 | $2.0M |
| Vontobel Holding Ltd. | 0.01% | Add +17.9% | 97,981 | $2.0M |
| Caprock Group, LLC | 0.05% | Reduce -22.4% | 97,847 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | Add +198.4% | 96,394 | $2.0M |
| Highland Capital Management, LLC | 0.10% | Reduce -0.3% | 95,000 | $2.0M |
| Bleakley Financial Group, LLC | 0.03% | Add +6.8% | 94,828 | $2.0M |
| Entropy Technologies, LP | 0.09% | New | 92,987 | $1.9M |
| Waldron Private Wealth LLC | 0.07% | Add +0.3% | 91,847 | $1.9M |
| Barden Capital Management, Inc. | 1.62% | Add +11.9% | 91,672 | $1.9M |
| Abn Amro Investment Solutions | 0.02% | Reduce -70.5% | 91,500 | $1.9M |
| Aviso Financial Inc. | 0.07% | Add +17.6% | 91,160 | $1.9M |
| Successful Portfolios LLC | 1.02% | Add +0.5% | 92,938 | $1.9M |
| Partners Group Holding AG | 0.13% | Add +144.2% | 87,900 | $1.8M |
| Aaron Wealth Advisors LLC | 0.10% | Add +27.9% | 85,664 | $1.8M |
| Foyston, Gordon & Payne Inc | 0.41% | Add +2.3% | 85,579 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.3% | 85,312 | $1.8M |
| Frank, Rimerman Advisors LLC | 0.11% | Add +0.5% | 84,525 | $1.7M |
| Strategic Global Advisors, LLC | 0.28% | Add +28.9% | 84,309 | $1.7M |
| Natural Investments, LLC | 0.42% | Reduce -0.3% | 82,582 | $1.7M |
| GFS Advisors, LLC | 0.11% | New | 8,185 | $1.7M |
| CIBC Asset Management Inc | 0.00% | Add +1.1% | 82,021 | $1.7M |
| Evergreen Capital Management LLC | 0.04% | Add +11.3% | 80,468 | $1.7M |
| Itau Unibanco Holding S.A. | 0.04% | Add +182.3% | 79,878 | $1.7M |
| Madison Asset Management, LLC | 0.02% | Add +7.1% | 79,712 | $1.7M |
| Diversify Wealth Management, LLC | 0.03% | Add +20.4% | 81,405 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Add +334.4% | 62,306 | $1.6M |
| Doliver Advisors, LP | 0.36% | Add +4.1% | 75,751 | $1.6M |
| Squarepoint Ops LLC | 0.00% | Reduce -49.1% | 75,406 | $1.6M |
| Ballentine Partners, LLC | 0.02% | Reduce -6.8% | 75,327 | $1.6M |
| Limestone Investment Advisors LP | 0.76% | New | 75,000 | $1.6M |
| Calamos Advisors LLC | 0.01% | Reduce -3.6% | 72,607 | $1.5M |
| Marks Group Wealth Management, Inc | 0.14% | Reduce -11.5% | 72,156 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +10.2% | 72,116 | $1.5M |
| Figure 8 Investment Strategies LLC | 1.45% | Reduce -6.4% | 71,856 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.08% | Add +6.0% | 71,704 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -39.9% | 67,084 | $1.4M |
| Penbrook Management LLC | 1.07% | No change | 68,500 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.04% | New | 68,454 | $1.4M |
| GTS Securities LLC | 0.05% | New | 68,184 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | Add +25.3% | 67,834 | $1.4M |
| Qtron Investments LLC | 0.19% | No change | 67,445 | $1.4M |
| 17 Capital Partners, LLC | 0.71% | No change | 66,110 | $1.4M |
| XTX Topco Ltd | 0.02% | Reduce -69.2% | 63,945 | $1.3M |
| Royal Fund Management, LLC | 0.13% | New | 62,997 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Add +7.7% | 62,829 | $1.3M |
| Raelipskie Partnership | 0.52% | Add +2.7% | 59,738 | $1.2M |
| Confluence Investment Management LLC | 0.02% | Add +18.0% | 58,946 | $1.2M |
| MAI Capital Management | 0.01% | Add +6.2% | 58,063 | $1.2M |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -8.7% | 57,324 | $1.2M |
| Intrust Bank NA | 0.10% | Reduce -8.9% | 57,292 | $1.2M |
| Principal Securities, Inc. | 0.02% | Reduce -0.9% | 56,420 | $1.2M |
| Hanson & Doremus Investment Management | 0.13% | Reduce -1.4% | 55,410 | $1.1M |
| S&co Inc. | 0.07% | No change | 55,000 | $1.1M |
| Ellevest, Inc. | 0.16% | Reduce -5.8% | 54,718 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -29.9% | 54,371 | $1.1M |
| Bailard, Inc. | 0.03% | Reduce -5.6% | 53,078 | $1.1M |
| Advisory Resource Group | 0.19% | Add +13.1% | 52,607 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | No change | 52,056 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +55.1% | 50,484 | $1.1M |
| Smartleaf Asset Management LLC | 0.04% | Add +1.3% | 53,512 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Add +5.7% | 50,930 | $1.1M |
| Wincap Financial LLC | 0.69% | Add +5.0% | 49,971 | $1.0M |
| Sunstone Asset Management, LP | 1.35% | Add +42.1% | 49,626 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +217.2% | 46,732 | $967K |
| Alhambra Investment Management LLC | 0.45% | Add +15.9% | 46,629 | $965K |
| Hancock Whitney Corp. | 0.02% | Add +7.8% | 47,381 | $952K |
| Stiles Financial Services Inc | 0.29% | Reduce -2.1% | 45,715 | $946K |
| Composition Wealth, LLC | 0.01% | Add +14.5% | 45,636 | $945K |
| Wealth Alliance, LLC | 0.09% | Reduce -3.5% | 45,552 | $943K |
| Regions Financial Corp. | 0.01% | Reduce -4.8% | 44,750 | $926K |
| SG Americas Securities, LLC | 0.00% | Add +32.1% | 44,657 | $924K |
| GAMMA Investing LLC | 0.04% | Reduce -1.1% | 44,550 | $922K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -4.0% | 44,430 | $920K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -26.4% | 44,280 | $917K |
| ESL Trust Services, LLC | 0.17% | No change | 43,000 | $890K |
| DMC Group, LLC | 0.60% | Add +1.1% | 42,978 | $890K |
| Sterling Capital Management LLC | 0.02% | Reduce -6.9% | 42,761 | $885K |
| Earnest Partners LLC | 0.00% | Reduce -41.5% | 41,953 | $868K |
| HB Wealth Management, LLC | 0.01% | Reduce -21.4% | 41,912 | $868K |
| Marex Group Ltd | 0.01% | New | 41,697 | $863K |
| Mitchell & Pahl Private Wealth, LLC | 0.35% | Add +3.1% | 41,568 | $860K |
| Unique Wealth Strategies, LLC | 0.35% | New | 41,060 | $850K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +33.7% | 40,647 | $841K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -9.8% | 40,457 | $837K |
| Future Fund LLC | 0.29% | Add +22.9% | 39,951 | $827K |
| Trustmark Bank Trust Department | 0.05% | Reduce -57.4% | 39,595 | $820K |
| Beck Bode, LLC | 0.14% | Add +5.2% | 39,306 | $814K |
| Abacus Wealth Partners, LLC | 0.07% | Reduce -14.0% | 38,458 | $796K |
| Private Advisor Group, LLC | 0.00% | Add +4.2% | 38,079 | $788K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -5.5% | 37,316 | $772K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -87.8% | 37,034 | $767K |
| PDS Planning, Inc | 0.05% | Add +4.6% | 36,593 | $757K |
| Henshaw Capital LLC | 0.03% | No change | 36,555 | $757K |
| Parallel Advisors, LLC | 0.01% | Add +10.8% | 36,255 | $750K |
| Gibbs Wealth Management | 0.10% | Reduce -12.1% | 35,669 | $738K |
| Walleye Trading LLC | 0.02% | Reduce -66.9% | 35,341 | $732K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -27.0% | 35,180 | $728K |
| Five Oceans Advisors | 0.26% | Reduce -15.1% | 34,669 | $718K |
| Syon Capital LLC | 0.04% | Reduce -19.1% | 34,367 | $711K |
| PCM Encore, LLC | 0.15% | Add +4.1% | 34,208 | $708K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.10% | Add +0.4% | 34,065 | $705K |
| Portside Wealth Group, LLC | 0.10% | Reduce -28.3% | 34,054 | $705K |
| Fiduciary Trust Co | 0.01% | Reduce -7.3% | 33,696 | $698K |
| Brown Advisory Inc. | 0.00% | Reduce -33.9% | 33,550 | $694K |
| Two Sigma Securities, LLC | 0.08% | New | 33,002 | $683K |
| Credit Agricole S A | 0.00% | New | 32,632 | $675K |
| Farley Capital L.P. | 0.54% | No change | 32,350 | $670K |
| Moors & Cabot, Inc. | 0.03% | Reduce -10.7% | 32,249 | $668K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +114.3% | 31,936 | $661K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -28.5% | 31,766 | $658K |
| Personal Cfo Solutions, LLC | 0.09% | Reduce -17.9% | 31,600 | $654K |
| Pitcairn Wealth Advisors LLC | 0.06% | Add +37.7% | 25,476 | $652K |
| May Hill Capital, LLC | 0.16% | Add +42.0% | 31,395 | $650K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -24.2% | 31,268 | $647K |
| Apollon Wealth Management, LLC | 0.01% | Add +25.6% | 31,141 | $645K |
| Fiera Capital Corp | 0.00% | Add +3.6% | 31,111 | $644K |
| Blue Trust, Inc. | 0.01% | Reduce -6.3% | 31,099 | $644K |
| Lido Advisors, LLC | 0.00% | Add +3.0% | 30,923 | $640K |
| Bridgefront Capital, LLC | 0.16% | Reduce -33.5% | 30,729 | $636K |
| Allianz SE | 0.01% | Add +2.2% | 30,650 | $634K |
| Advisors Asset Management, Inc. | 0.01% | Add +7.5% | 30,274 | $627K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -5.8% | 27,199 | $620K |
| Third View Private Wealth, LLC | 0.08% | Reduce -4.2% | 29,549 | $612K |
| Lhm, Inc. | 0.24% | No change | 29,509 | $611K |
| Checchi Capital Advisers, LLC | 0.04% | Reduce -4.2% | 29,271 | $606K |
| Fox Run Management, L.L.C. | 0.11% | Add +44.7% | 30,268 | $603K |
| Versant Capital Management, Inc | 0.06% | Reduce -0.2% | 28,787 | $596K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +71.3% | 28,781 | $596K |
| Lester Murray Antman dba SimplyRich | 0.15% | Reduce -3.6% | 28,667 | $593K |
| Blair William & Co. | 0.00% | Reduce -50.0% | 28,635 | $593K |
| Basecamp Wealth Advisors LLC | 0.12% | Reduce -0.2% | 28,507 | $590K |
| LVW Advisors, LLC | 0.06% | Add +29.6% | 28,468 | $589K |
| Americana Partners, LLC | 0.02% | Add +0.7% | 28,449 | $589K |
| Barclays PLC | 0.00% | Add +134.5% | 28,413 | $588K |
| Strategic Investment Advisors / MI | 0.04% | Reduce -21.0% | 28,326 | $586K |
| BKM Wealth Management, LLC | 0.21% | Add +18.2% | 28,295 | $586K |
| HUB Investment Partners, LLC | 0.01% | Add +114.5% | 28,244 | $585K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -24.6% | 28,009 | $580K |
| One Wealth Advisors, LLC | 0.07% | Add +0.6% | 27,996 | $580K |
| Y.D. More Investments Ltd | 0.02% | Reduce -64.6% | 27,900 | $578K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -10.9% | 27,846 | $576K |
| Nuveen, LLC | 0.00% | Reduce -20.3% | 27,553 | $570K |
| Minneapolis Portfolio Management Group, LLC | 0.06% | Reduce -98.0% | 27,480 | $569K |
| Flputnam Investment Management Co. | 0.01% | Reduce -27.0% | 27,282 | $565K |
| TCTC Holdings, LLC | 0.02% | No change | 26,813 | $555K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -48.6% | 26,642 | $551K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.6% | 26,572 | $550K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.5% | 26,418 | $547K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.6% | 26,417 | $547K |
| BSW Wealth Partners | 0.07% | Add +8.0% | 26,178 | $542K |
| BigSur Wealth Management LLC | 0.15% | No change | 25,925 | $537K |
| Independent Advisor Alliance | 0.01% | Add +4.1% | 25,922 | $537K |
| Evolve Private Wealth, LLC | 0.03% | Add +27.3% | 25,839 | $535K |
| Integrated Wealth Concepts LLC | 0.00% | Add +32.1% | 25,725 | $533K |
| Intesa Sanpaolo S.p.A. | 0.03% | Reduce -48.5% | 25,619 | $530K |
| Norden Group LLC | 0.05% | Reduce -6.5% | 25,549 | $529K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.1% | 25,537 | $529K |
| Engineers Gate Manager LP | 0.01% | Reduce -68.2% | 25,500 | $528K |
| Argonautica Private Wealth Management, Inc. | 0.16% | Add +15.2% | 25,402 | $526K |
| Parr McKnight Wealth Management Group, LLC | 0.07% | Reduce -2.9% | 25,252 | $523K |
| Welch Group, LLC | 0.02% | No change | 25,156 | $521K |
| Seed Wealth Management, Inc. | 0.36% | No change | 25,125 | $520K |
| West Family Investments, Inc. | 0.18% | Reduce -26.9% | 25,013 | $518K |
| Heritage Family Offices, LLP | 0.23% | Reduce -30.8% | 24,935 | $516K |
| Key Financial Inc | 0.09% | Add +2.5% | 24,867 | $515K |
| Anchyra Partners LLC | 0.16% | Add +13.8% | 24,753 | $512K |
| Sage Rhino Capital LLC | 0.09% | Reduce -3.3% | 24,268 | $502K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +19.6% | 24,182 | $501K |
| World Investment Advisors | 0.01% | Reduce -28.6% | 23,915 | $495K |
| Russell Investments Group, Ltd. | 0.00% | Add +8.2% | 23,908 | $495K |
| Brighton Jones LLC | 0.01% | New | 23,874 | $494K |
| Dorato Capital Management | 0.36% | Add +1.1% | 23,074 | $493K |
| AlphaCore Capital LLC | 0.01% | Reduce -47.9% | 23,804 | $493K |
| Commerce Bank | 0.00% | Reduce -13.2% | 23,458 | $486K |
| Twelve Points Wealth Management LLC | 0.10% | No change | 23,002 | $476K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -4.2% | 23,593 | $475K |
| Integrated Advisors Network LLC | 0.02% | Add +6.3% | 22,925 | $475K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -33.8% | 22,787 | $472K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -17.1% | 22,748 | $471K |
| Savvy Advisors, Inc. | 0.01% | Add +26.9% | 22,712 | $470K |
| Gallacher Capital Management LLC | 0.18% | Add +4.9% | 22,683 | $470K |
| Janus Henderson Group PLC | 0.00% | Add +0.1% | 22,474 | $466K |
| Simplex Trading, LLC | 0.01% | Reduce -73.5% | 22,364 | $463K |
| London Co. of Virginia | 0.00% | No change | 22,000 | $455K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -2.8% | 21,994 | $455K |
| Resonant Capital Advisors, LLC | 0.02% | Add +79.0% | 21,815 | $452K |
| Diversified Management Inc. | 0.08% | Add +5.2% | 21,589 | $447K |
| Summitry LLC | 0.02% | Add +5.4% | 21,420 | $443K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +19.1% | 21,401 | $443K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -5.6% | 21,391 | $443K |
| Rossby Financial, LCC | 0.09% | Add +2.8% | 20,781 | $439K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -0.4% | 21,056 | $436K |
| Hilltop Holdings Inc. | 0.04% | Reduce -38.3% | 20,964 | $434K |
| Somerset Trust Co | 0.13% | Add +2.5% | 20,821 | $431K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.06% | New | 20,667 | $428K |
| Trust Point Inc. | 0.04% | Add +32.3% | 20,663 | $428K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -21.1% | 20,654 | $428K |
| Berkshire Asset Management LLC | 0.02% | Reduce -0.2% | 20,496 | $424K |
| Steadtrust LLC | 0.24% | No change | 20,400 | $422K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -28.2% | 20,376 | $422K |
| Bayforest Capital Ltd | 0.47% | Reduce -24.2% | 20,350 | $421K |
| Wealthspire Advisors, LLC | 0.00% | Add +50.8% | 20,212 | $418K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -29.4% | 20,113 | $416K |
| Fca Corp. | 0.12% | No change | 20,000 | $414K |
| Ovata Capital Management Ltd | 0.06% | No change | 20,000 | $402K |
| Mgo One Seven LLC | 0.01% | Reduce -19.8% | 19,400 | $402K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | No change | 19,531 | $399K |
| Wedmont Private Capital | 0.01% | Reduce -10.6% | 18,521 | $396K |
| Gateway Wealth Partners, LLC | 0.02% | New | 18,999 | $393K |
| Savant Capital, LLC | 0.00% | Add +19.5% | 18,564 | $384K |
| Hardy Reed LLC | 0.03% | Add +3.3% | 18,446 | $382K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -5.2% | 18,291 | $379K |
| Cetera Trust Company, N.A | 0.21% | No change | 18,025 | $373K |
| First Horizon Corp. | 0.02% | Reduce -3.0% | 17,999 | $373K |
| Journey Strategic Wealth LLC | 0.01% | Add +25.1% | 17,948 | $372K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +11.5% | 17,914 | $371K |
| Equitable Holdings, Inc. | 0.00% | New | 17,550 | $363K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -13.9% | 17,481 | $362K |
| Optas, LLC | 0.05% | Reduce -7.3% | 17,357 | $359K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -24.4% | 17,246 | $357K |
| First Affirmative Financial Network | 0.14% | — | 17,174 | $355K |
| Merit Financial Group, LLC | 0.00% | Reduce -21.7% | 17,159 | $355K |
| Allworth Financial LP | 0.00% | Add +1.1% | 16,783 | $347K |
| Searle & Co. | 0.09% | No change | 16,500 | $342K |
| Leonteq Securities AG | 0.02% | Add +108.3% | 16,296 | $337K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.5% | 16,260 | $337K |
| Bessemer Group Inc. | 0.00% | Add +89.4% | 16,158 | $334K |
| Sowell Financial Services LLC | 0.01% | Reduce -18.7% | 15,907 | $329K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 15,859 | $328K |
| HSBC Holdings PLC | 0.00% | Add +22.1% | 15,836 | $327K |
| Frec Markets, Inc. | 0.06% | Add +37.3% | 15,608 | $323K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -26.3% | 15,570 | $322K |
| Evoke Wealth, LLC | 0.01% | Add +24.6% | 15,256 | $316K |
| Ascent Group, LLC | 0.01% | Reduce -27.0% | 15,216 | $315K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +43.6% | 15,126 | $313K |
| Menora Mivtachim Holdings LTD. | 0.00% | New | 15,000 | $311K |
| Aljian Capital Management, LLC | 0.06% | Reduce -1.7% | 14,835 | $307K |
| Aigen Investment Management, LP | 0.08% | New | 14,760 | $306K |
| Nicolet Bankshares Inc. | 0.01% | New | 14,186 | $300K |
| Xponance LLC | 0.00% | Add +29.8% | 14,461 | $299K |
| Anchor Investment Management, LLC | 0.02% | Reduce -0.9% | 14,315 | $296K |
| Certior Financial Group, LLC | 0.19% | Add +6.7% | 14,294 | $296K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -3.4% | 14,222 | $294K |
| Seeds Investor LLC | 0.04% | Reduce -14.6% | 13,950 | $292K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -1.0% | 14,098 | $292K |
| Arax Advisory Partners | 0.01% | Reduce -39.9% | 14,054 | $291K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +5.9% | 14,536 | $290K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +2.9% | 13,878 | $287K |
| Baird Financial Group, Inc. | 0.00% | Reduce -53.5% | 13,823 | $286K |
| Dearborn Partners LLC | 0.02% | Add +0.2% | 13,811 | $286K |
| Sivia Capital Partners, LLC | 0.06% | Reduce -59.4% | 13,805 | $286K |
| Traveka Wealth, LLC | 0.11% | Reduce -7.5% | 13,758 | $285K |
| Addison Advisors LLC | 0.06% | Add +0.6% | 13,745 | $285K |
| Wilkinson Global Asset Management LLC | 0.02% | Reduce -12.7% | 13,730 | $284K |
| Abel Hall, LLC | 0.06% | Add +22.3% | 13,437 | $278K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.7% | 13,122 | $272K |
| Florida Trust Wealth Management Co | 0.01% | No change | 13,110 | $271K |
| South Shore Capital Advisors | 0.20% | Add +1.3% | 12,998 | $269K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -3.7% | 12,878 | $267K |
| Laurel Oak Wealth Management, LLC | 0.04% | Reduce -11.4% | 12,864 | $266K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -4.9% | 12,784 | $265K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -31.9% | 12,731 | $264K |
| AE Wealth Management LLC | 0.00% | Reduce -5.5% | 12,636 | $262K |
| Chicago Capital, LLC | 0.01% | No change | 12,615 | $261K |
| Certuity, LLC | 0.02% | Reduce -6.8% | 12,537 | $260K |
| White Knight Strategic Wealth Advisors, LLC | 0.22% | Reduce -22.3% | 12,375 | $256K |
| Livet Wealth, LLC | 0.16% | Reduce -8.0% | 12,329 | $255K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -0.1% | 12,254 | $254K |
| Opes Wealth Management LLC | 0.04% | Add +0.5% | 12,035 | $249K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 12,000 | $248K |
| SageView Advisory Group, LLC | 0.01% | Reduce -1.1% | 11,994 | $248K |
| GeoWealth Management, LLC | 0.01% | Reduce -46.8% | 11,978 | $248K |
| OneAscent Financial Services LLC | 0.01% | Add +12.1% | 11,922 | $247K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.0% | 11,839 | $245K |
| Delta Financial Advisors LLC | 0.06% | New | 11,800 | $244K |
| Deutsche Bank AG | 0.00% | Reduce -1.1% | 11,543 | $239K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +31.1% | 11,528 | $239K |
| Cromwell Holdings LLC | 0.13% | No change | 11,455 | $237K |
| Blueshift Asset Management, LLC | 0.07% | Reduce -84.7% | 11,324 | $234K |
| Drive Wealth Management, LLC | 0.05% | Reduce -12.7% | 11,311 | $234K |
| PFG Investments, LLC | 0.01% | Reduce -8.9% | 11,277 | $233K |
| Canopy Partners, LLC | 0.08% | Reduce -7.2% | 11,224 | $232K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -7.5% | 11,177 | $231K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -3.9% | 11,160 | $231K |
| Arkadios Wealth Advisors | 0.00% | Add +10.1% | 11,005 | $228K |
| Portland Global Advisors LLC | 0.02% | No change | 10,970 | $227K |
| Avior Wealth Management, LLC | 0.01% | Add +11.8% | 10,956 | $227K |
| Advisor OS, LLC | 0.02% | New | 10,913 | $226K |
| Keel Point, LLC | 0.02% | Reduce -69.2% | 10,880 | $225K |
| Angeles Wealth Management, LLC | 0.01% | Add +32.9% | 10,872 | $225K |
| Diversified Trust Co. | 0.00% | Reduce -0.8% | 10,817 | $224K |
| Gryphon Financial Partners LLC | 0.02% | New | 10,717 | $222K |
| Mutual Advisors, LLC | 0.00% | New | 10,701 | $222K |
| One Wealth Capital Management, LLC | 0.10% | Reduce -25.2% | 10,994 | $220K |
| Crewe Advisors LLC | 0.02% | Reduce -0.4% | 10,550 | $218K |
| Baker Ellis Asset Management LLC | 0.03% | Reduce -32.2% | 10,525 | $218K |
| Jacobi Capital Management LLC | 0.01% | Add +3.6% | 10,470 | $217K |
| Meyer Handelman Co. | 0.01% | No change | 10,435 | $216K |
| SYM FINANCIAL Corp | 0.02% | Reduce -16.6% | 10,388 | $215K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -42.6% | 10,372 | $215K |
| Advisory Services Network, LLC | 0.00% | Reduce -6.2% | 10,347 | $214K |
| Riversedge Advisors, LLC | 0.03% | Reduce -14.6% | 10,325 | $214K |
| Baker Tilly Wealth Management, LLC | 0.05% | Reduce -11.7% | 10,293 | $213K |
| Choate Investment Advisors | 0.00% | Add +3.5% | 10,278 | $213K |
| Dynasty Wealth Management, LLC | 0.00% | Reduce -78.5% | 10,222 | $212K |
| Abundance Wealth Counselors | 0.03% | Add +1.0% | 9,998 | $207K |
| Sapient Capital LLC | 0.00% | Reduce -30.8% | 9,988 | $207K |
| Baron Wealth Management LLC | 0.06% | Reduce -42.9% | 9,854 | $204K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 9,685 | $204K |
| Csenge Advisory Group | 0.01% | Reduce -2.6% | 9,846 | $204K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 9,844 | $204K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.2% | 9,840 | $204K |
| Arlington Trust Co LLC | 0.02% | Reduce -1.1% | 9,811 | $203K |
| Stephens Inc. | 0.00% | Reduce -34.8% | 9,753 | $202K |
| Harbour Investments, Inc. | 0.00% | Add +167.7% | 9,336 | $193K |
| Horizon Investments, LLC | 0.00% | Add +111.2% | 9,072 | $188K |
| Park Place Capital Corp | 0.03% | Reduce -0.0% | 8,238 | $171K |
| LRI Investments, LLC | 0.01% | Reduce -15.7% | 7,640 | $158K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 7,317 | $151K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +1.5% | 7,111 | $147K |
| Palladiem, LLC | 0.14% | No change | 6,825 | $146K |
| IFP Advisors, Inc | 0.00% | Add +1.2% | 6,908 | $143K |
| American National Bank & Trust | 0.01% | No change | 6,640 | $137K |
| Chesapeake Asset Management LLC | 0.11% | Reduce -50.0% | 6,620 | $137K |
| Rothschild Investment LLC | 0.01% | Reduce -26.1% | 6,599 | $137K |
| UMB Bank, n.a. | 0.00% | Add +7.1% | 6,499 | $135K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Reduce -20.4% | 5,791 | $120K |
| Mather Group, Llc. | 0.00% | New | 5,753 | $119K |
| Maj Invest Holding A/S | 0.01% | No change | 5,500 | $114K |
| Huntington National Bank | 0.00% | Reduce -23.3% | 5,441 | $113K |
| Centaurus Financial, Inc. | 0.01% | No change | 5,279 | $109K |
| Salomon & Ludwin, LLC | 0.01% | Add +104.6% | 4,991 | $106K |
| Anfield Capital Management, LLC | 0.03% | New | 5,039 | $104K |
| Independence Bank of Kentucky | 0.01% | Add +1892.0% | 5,000 | $104K |
| Toronto Dominion Bank | 0.00% | Reduce -7.9% | 4,981 | $103K |
| Quent Capital, LLC | 0.01% | No change | 4,888 | $101K |
| Hilltop National Bank | 0.02% | Add +7.7% | 4,776 | $99K |
| Lanark Financial, Inc. | 0.01% | Add +29.4% | 4,767 | $99K |
| Geneos Wealth Management Inc. | 0.00% | Add +6.7% | 4,573 | $95K |
| Wealth Preservation Advisors, LLC | 0.08% | No change | 4,500 | $93K |
| Bruce G. Allen Investments, LLC | 0.06% | Add +7.4% | 4,406 | $91K |
| Accent Capital Management, LLC | 0.04% | Add +202.5% | 4,174 | $86K |
| JTC Employer Solutions Trustee Ltd | 0.01% | Reduce -19.2% | 4,000 | $83K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | No change | 4,001 | $83K |
| LOM Asset Management Ltd | 0.02% | No change | 4,000 | $83K |
| CoreCap Advisors, LLC | 0.00% | Reduce -5.9% | 3,885 | $80K |
| V-Square Quantitative Management LLC | 0.01% | Add +262.8% | 3,809 | $79K |
| Legend Capital Advisors LLC | 0.05% | New | 3,750 | $78K |
| Private Trust Co. NA | 0.01% | Reduce -17.4% | 3,585 | $74K |
| Grove Bank & Trust | 0.01% | Reduce -40.7% | 3,572 | $74K |
| Ares Financial Consulting, LLC | 0.06% | New | 3,485 | $74K |
| Quantbot Technologies LP | 0.00% | Reduce -73.0% | 3,506 | $73K |
| Manchester Capital Management LLC | 0.01% | Reduce -5.5% | 3,445 | $71K |
| Owl Creek Wealth Partners LLC | 0.02% | — | 3,162 | $65K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -33.2% | 3,104 | $64K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 3,084 | $64K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,860 | $60K |
| Rexford Capital Inc. | 0.04% | No change | 2,815 | $58K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.2% | 2,709 | $56K |
| Colonial Trust Co / SC | 0.01% | Add +7.0% | 2,692 | $56K |
| SJS Investment Consulting Inc. | 0.01% | Add +92.7% | 2,638 | $55K |
| Community Bank, N.A. | 0.01% | No change | 2,590 | $54K |
| Pin Oak Investment Advisors Inc. | 0.04% | Reduce -1.6% | 2,493 | $52K |
| Vestor Capital, LLC | 0.00% | Add +888.1% | 2,500 | $52K |
| Golden State Wealth Management, LLC | 0.01% | No change | 2,421 | $50K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 2,395 | $49K |
| Operose Advisors LLC | 0.01% | Add +49.4% | 2,271 | $47K |
| Pittenger & Anderson Inc. | 0.00% | No change | 2,265 | $47K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 2,200 | $46K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,182 | $45K |
| Ancora Advisors LLC | 0.00% | Reduce -12.8% | 2,170 | $45K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 2,070 | $43K |
| CENTRAL TRUST Co | 0.00% | Reduce -25.9% | 2,060 | $43K |
| True Wealth Design, LLC | 0.01% | Add +77.5% | 2,034 | $42K |
| Founders Capital Management | 0.02% | No change | 2,005 | $42K |
| Fairscale Capital, LLC | 0.03% | No change | 1,988 | $41K |
| EFG International AG | 0.00% | New | 1,928 | $40K |
| Sound Income Strategies, LLC | 0.00% | Reduce -32.9% | 1,802 | $38K |
| Richardson Financial Services Inc. | 0.02% | Reduce -3.2% | 1,815 | $38K |
| Fortitude Family Office, LLC | 0.01% | Reduce -9.3% | 1,810 | $37K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +56.5% | 1,736 | $36K |
| Hollencrest Capital Management | 0.00% | Reduce -17.9% | 1,720 | $36K |
| Baillie Gifford & Co. | 0.00% | Add +7.8% | 1,672 | $35K |
| Zions Bancorporation, National Association | 0.00% | Reduce -0.4% | 1,631 | $34K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +9.6% | 1,606 | $33K |
| Evelyn Partners Asset Management Ltd | 0.01% | New | 1,600 | $33K |
| Whipplewood Advisors, LLC | 0.02% | New | 1,550 | $32K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -44.5% | 1,510 | $31K |
| Trust Co. of Toledo NA | 0.00% | No change | 1,506 | $31K |
| CVA Family Office, LLC | 0.00% | No change | 1,431 | $30K |
| Signature Equity Partners, LLC | 0.02% | Add +40.1% | 1,422 | $29K |
| Root Financial Partners, LLC | 0.00% | Reduce -58.6% | 1,406 | $29K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | New | 1,375 | $28K |
| Wellington Grp LLC | 0.01% | Reduce -16.3% | 1,350 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,345 | $28K |
| Bell Investment Advisors, Inc | 0.00% | Add +48.2% | 1,332 | $28K |
| Tacita Capital Inc | 0.02% | No change | 1,275 | $26K |
| General Partner, Inc. | 0.02% | No change | 1,245 | $26K |
| GW&K Investment Management, LLC | 0.00% | Add +42.3% | 1,202 | $25K |
| Highline Wealth Partners LLC | 0.01% | Add +16.4% | 1,207 | $25K |
| Creative Financial Designs Inc. | 0.00% | Add +57.4% | 1,182 | $24K |
| Larson Financial Group LLC | 0.00% | Add +13.3% | 1,182 | $24K |
| Country Trust Bank | 0.00% | No change | 1,171 | $24K |
| TD Capital Management LLC | 0.00% | Add +21.6% | 1,161 | $24K |
| Vision Retirement, LLC | 0.01% | No change | 1,160 | $24K |
| Opal Wealth Advisors, LLC | 0.01% | New | 1,139 | $24K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 1,135 | $23K |
| Tsfg, LLC | 0.00% | New | 1,100 | $23K |
| Capital Analysts, LLC | 0.00% | Reduce -24.3% | 1,135 | $23K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -3.7% | 1,108 | $23K |
| High Note Wealth, LLC | 0.00% | No change | 1,079 | $22K |
| Federated Hermes, Inc. | 0.00% | Add +24.3% | 1,028 | $21K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +83.8% | 1,000 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 985 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -19.2% | 995 | $20K |
| North Star Investment Management Corp. | 0.00% | Add +2.6% | 939 | $19K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 935 | $19K |
| Ameriflex Group, Inc. | 0.01% | Add +12.1% | 930 | $19K |
| Advocate Investing Services LLC | 0.01% | No change | 845 | $17K |
| Robinswood Financial LLC | 0.01% | No change | 835 | $17K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 825 | $17K |
| Bogart Wealth, LLC | 0.00% | Add +1.9% | 815 | $17K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -51.8% | 808 | $17K |
| National Bank of Canada | 0.00% | Reduce -87.6% | 786 | $17K |
| Nvwm, LLC | 0.00% | No change | 800 | $17K |
| AdvisorNet Financial, Inc | 0.00% | No change | 788 | $16K |
| Triumph Capital Management | 0.00% | Reduce -40.6% | 785 | $16K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 765 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 760 | $16K |
| Destiny Wealth Partners, LLC | 0.00% | New | 722 | $15K |
| Financial Consulate, Inc. | 0.00% | Add +38.6% | 714 | $15K |
| Spire Wealth Management | 0.00% | Reduce -1.9% | 675 | $14K |
| Cornerstone Planning Group LLC | 0.00% | No change | 683 | $14K |
| Maseco LLP | 0.00% | Add +161.8% | 652 | $14K |
| Oakworth Capital, Inc. | 0.00% | No change | 650 | $13K |
| J.Safra Asset Management Corp | 0.00% | No change | 609 | $13K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 600 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | Add +8.1% | 590 | $12K |
| IFS Advisors, LLC | 0.01% | No change | 590 | $12K |
| Napier Financial, LLC | 0.00% | New | 578 | $12K |
| Valued Wealth Advisors LLC | 0.00% | No change | 575 | $12K |
| NBT Bank, N.A. | 0.00% | Add +32.8% | 571 | $12K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 557 | $12K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 557 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +628.0% | 546 | $11K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -9.1% | 542 | $11K |
| Intentional Wealth Strategies, LLC | 0.01% | — | 539 | $11K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -11.0% | 533 | $11K |
| CKW Financial Group | 0.00% | Reduce -80.0% | 500 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | New | 530 | $11K |
| SHP Wealth Management | 0.00% | Reduce -60.9% | 510 | $11K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 505 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 500 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 500 | $10K |
| HM Payson & Co. | 0.00% | Add +706.5% | 500 | $10K |
| Albion Financial Group | 0.00% | Add +8.4% | 488 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +89.5% | 485 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 473 | $10K |
| Acumen Wealth Advisors, LLC | 0.00% | Add +313.2% | 471 | $10K |
| Cornerstone Financial Management LLC | 0.01% | Add +50.6% | 461 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 458 | $9K |
| City Holding Co. | 0.00% | No change | 458 | $9K |
| Principia Wealth Advisory, LLC | 0.01% | Add +24.4% | 434 | $9K |
| Proffitt & Goodson Inc. | 0.00% | No change | 401 | $8K |
| CNB Bank | 0.00% | No change | 400 | $8K |
| Clean Yield Group | 0.00% | No change | 400 | $8K |
| Lyrical Asset Management LP | 0.00% | New | 391 | $8K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -5.5% | 382 | $8K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -16.6% | 388 | $8K |
| Basepoint Wealth LLC | 0.00% | No change | 370 | $8K |
| Hager Investment Management Services, LLC | 0.00% | No change | 365 | $8K |
| Truvestments Capital LLC | 0.00% | New | 359 | $7K |
| Turim 21 Investimentos Ltda. | 0.00% | New | 354 | $7K |
| Fairman Group, LLC | 0.01% | No change | 352 | $7K |
| Salem Investment Counselors Inc. | 0.00% | New | 345 | $7K |
| JPL Wealth Management, LLC | 0.00% | New | 343 | $7K |
| Bfsg, LLC | 0.00% | Reduce -99.9% | 333 | $7K |
| Montag A & Associates Inc. | 0.00% | No change | 310 | $6K |
| MidFirst Bank | 0.00% | Reduce -93.3% | 301 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 291 | $6K |
| Archer Investment Corp | 0.00% | No change | 285 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -51.3% | 280 | $6K |
| Bangor Savings Bank | 0.00% | Reduce -59.8% | 280 | $6K |
| American Capital Advisory, LLC | 0.00% | Add +232.1% | 279 | $6K |
| MV Capital Management, Inc. | 0.00% | Add +315.4% | 270 | $6K |
| Essential Partners LLC | 0.00% | Reduce -58.1% | 268 | $6K |
| RMG Wealth Management LLC | 0.00% | New | 254 | $5K |
| Wellington-Altus USA Inc. | 0.00% | No change | 260 | $5K |
| Tompkins Financial Corp. | 0.00% | Reduce -49.5% | 250 | $5K |
| Westend Capital Management, LLC | 0.00% | Reduce -3.9% | 249 | $5K |
| St Germain D J Co. Inc. | 0.00% | Add +43.4% | 248 | $5K |
| Smithfield Trust Co | 0.00% | No change | 220 | $5K |
| CX Institutional | 0.00% | Reduce -16.1% | 234 | $5K |
| IMA Advisory Services, Inc. | 0.00% | No change | 240 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 229 | $5K |
| JDM Financial Group LLC | 0.00% | New | 205 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 204 | $4K |
| Dagco, Inc. | 0.00% | Reduce -20.3% | 196 | $4K |
| Abound Wealth Management | 0.00% | Reduce -38.1% | 190 | $4K |
| Park Square Financial Group, LLC | 0.03% | New | 178 | $4K |
| Nemes Rush Group LLC | 0.00% | Reduce -6.8% | 165 | $3K |
| Granite FO LLC | 0.00% | No change | 160 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 160 | $3K |
| Wiser Advisor Group LLC | 0.00% | No change | 151 | $3K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 145 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 190 | $3K |
| Benson Wealth Management INC | 0.00% | No change | 129 | $3K |
| Gould Capital, LLC | 0.00% | No change | 125 | $3K |
| Toth Financial Advisory Corp. | 0.00% | Add +713.3% | 122 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +353.9% | 118 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 115 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 115 | $2K |
| YANKCOM Partnership | 0.00% | Reduce -88.2% | 115 | $2K |
| Wealth Science Advisors LLC | 0.00% | New | 92 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Add +0.0% | 108 | $2K |
| Motco | 0.00% | Reduce -86.9% | 105 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 104 | $2K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 100 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 100 | $2K |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 100 | $2K |
| Sittner & Nelson, LLC | 0.00% | No change | 100 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 100 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 100 | $2K |
| Avion Wealth | 0.00% | New | 131 | $2K |
| Heritage Wealth Advisors | 0.00% | No change | 90 | $2K |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 90 | $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% | No change | 80 | $2K |
| Lodestone Wealth Management LLC | 0.00% | No change | 77 | $2K |
| Godsey & Gibb, Inc. | 0.00% | No change | 75 | $2K |
| Kilter Group LLC | 0.00% | Add +18.3% | 71 | $1K |
| NFSG Corp | 0.00% | Reduce -74.1% | 70 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.1% | 70 | $1K |
| First Command Advisory Services, Inc. | 0.00% | Add +91.4% | 67 | $1K |
| Southern Michigan Bank & Trust | 0.00% | — | 68 | $1K |
| MBM Wealth Consultants, LLC | 0.00% | New | 55 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -90.8% | 55 | $1K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 50 | $1K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -81.5% | 45 | $932 |
| Silicon Valley Capital Partners | 0.00% | New | 43 | $890 |
| Winch Advisory Services, LLC | 0.00% | No change | 40 | $830 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 36 | $748 |
| Kingdom Financial Group LLC. | 0.00% | Reduce -28.0% | 36 | $748 |
| Eastern Bank | 0.00% | No change | 35 | $725 |
| Trust Co | 0.00% | No change | 27 | $559 |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 17 | $352 |
| Strengthening Families & Communities, LLC | 0.00% | New | 10 | $209 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 10 | $207 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 10 | $207 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 1 | $21 |
| 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.