Sony Group Corp. - SP ADRSONY
13F holders, Q2 2026 (June 30)743holders +4
89new positions
79sold out
8famous investors
$20.09avg. 13F price*
At the end of Q2 2026, 743 institutions reported holding Sony Group Corp. - SP ADR (SONY) in their 13F filings, up 4 from Q1 2026. 89 opened new positions and 79 sold out. The largest holders were Fisher Asset Management ($2.3B), Primecap Management Co. ($1.2B) and Aristotle Capital Management, LLC ($827.9M). 8 famous investors held it, including Mario Gabelli (0.8% of GAMCO Investors's portfolio), Ken Fisher (0.7% of Fisher Asset Management's portfolio) and Tom Gayner (0.1% of Markel Group's portfolio).
- Company
- Sony Group Corp. - SP ADR
- CUSIP
- 835699307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $280.0M |
| Exits | 79 | $120.3M |
All 13F filers, Q1 2026 → Q2 2026: 35,010,032 shares bought and 27,638,970 shares sold, net +7,371,062 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 743 holders
| Fisher Asset Management | 0.67% | Add +1.4% | 112,216,813 | $2.3B |
| Primecap Management Co. | 0.71% | Add +1.8% | 59,603,230 | $1.2B |
| Aristotle Capital Management, LLC | 1.74% | Reduce -6.1% | 41,272,268 | $827.9M |
| Morgan Stanley | 0.02% | Reduce -6.1% | 23,462,087 | $470.6M |
| Bank of America Corp. | 0.02% | Reduce -14.9% | 14,461,700 | $290.1M |
| Mondrian Investment Partners LTD | 3.79% | Add +2.5% | 12,272,937 | $245.5M |
| BlackRock, Inc. | 0.00% | Add +0.2% | 9,409,536 | $188.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -2.1% | 8,780,562 | $176.1M |
| Capital International Investors | 0.03% | Add +3.8% | 7,654,498 | $156.4M |
| Harding Loevner LP | 1.31% | Reduce -2.5% | 6,468,686 | $139.5M |
| Contrarius Group Holdings Ltd | 6.38% | New | 6,899,554 | $138.4M |
| Northern Trust Corp. | 0.02% | Reduce -6.8% | 6,861,067 | $137.6M |
| Royal Bank of Canada | 0.02% | Add +0.9% | 6,633,573 | $133.1M |
| Natixis Advisors, LLC | 0.12% | Add +8.2% | 5,530,551 | $110.9M |
| Gabelli Funds LLC | 0.65% | Reduce -3.2% | 5,030,691 | $100.9M |
| Capital World Investors | 0.01% | Add +0.4% | 4,989,355 | $100.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -15.4% | 4,969,375 | $99.7M |
| FMR LLC | 0.00% | Reduce -3.6% | 4,863,244 | $97.6M |
| Jones Financial Companies LLLP | 0.04% | Add +3.9% | 4,762,172 | $93.9M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +135.8% | 4,556,802 | $91.4M |
| GAMCO Investors | 0.81% | Reduce -2.0% | 4,498,717 | $90.2M |
| WCM Investment Management, LLC | 0.16% | Add +122.0% | 4,329,142 | $88.4M |
| UBS Group AG | 0.01% | Add +37.8% | 3,974,727 | $79.7M |
| Thrivent Financial for Lutherans | 0.12% | Reduce -0.1% | 3,467,948 | $69.6M |
| Ameriprise Financial Inc. | 0.01% | Add +6.0% | 3,324,015 | $66.9M |
| Clearbridge Investments, LLC | 0.05% | Reduce -38.8% | 3,099,508 | $62.2M |
| Wells Fargo & Company | 0.01% | Reduce -7.6% | 2,964,116 | $59.5M |
| Sei Investments Co. | 0.05% | Reduce -2.4% | 2,790,486 | $56.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.10% | Add +112.3% | 2,669,605 | $53.6M |
| Citadel Advisors | 0.03% | Add +278.5% | 2,552,757 | $51.2M |
| DV Equities, LLC | 7.36% | — | 2,529,344 | $50.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.3% | 2,339,022 | $47.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.1% | 2,250,435 | $45.1M |
| Alberta Investment Management Corp | 0.26% | No change | 1,993,000 | $40.0M |
| CIBC Bancorp USA Inc. | 0.05% | Reduce -2.5% | 1,905,322 | $38.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -12.1% | 1,885,236 | $37.8M |
| Creative Planning | 0.02% | Reduce -2.0% | 1,835,524 | $36.8M |
| Assetmark, Inc. | 0.06% | Add +4.6% | 1,738,714 | $34.9M |
| Pictet North America Advisors SA | 2.98% | Add +6.3% | 1,684,567 | $33.8M |
| Balyasny Asset Management L.P. | 0.06% | Add +54.3% | 1,572,706 | $31.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -2.5% | 1,358,175 | $27.2M |
| American Century Companies Inc. | 0.01% | Reduce -8.5% | 1,213,565 | $24.3M |
| AQR Capital Management | 0.01% | Add +92.7% | 1,189,648 | $23.9M |
| Ferguson Wellman Capital Management, Inc. | 0.28% | Reduce -0.3% | 1,153,323 | $23.1M |
| Quantinno Capital Management LP | 0.03% | Add +4.2% | 1,079,818 | $21.7M |
| Massachusetts Financial Services Co. | 0.01% | Add +11.2% | 1,077,334 | $21.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.1% | 1,052,300 | $21.1M |
| Stifel Financial Corp. | 0.02% | Reduce -4.0% | 1,034,437 | $20.8M |
| Long Focus Capital Management, LLC | 0.79% | New | 960,000 | $19.3M |
| Susquehanna International Group, LLP | 0.02% | Add +1923.9% | 945,811 | $19.0M |
| LPL Financial LLC | 0.00% | Reduce -25.4% | 944,919 | $19.0M |
| DAVENPORT & Co LLC | 0.10% | Add +568.8% | 943,947 | $18.9M |
| Martin Investment Management, LLC | 5.82% | Reduce -2.5% | 869,290 | $17.4M |
| Cabot Wealth Management Inc. | 1.74% | Add +2.8% | 854,132 | $17.1M |
| Arnhold LLC | 1.17% | Reduce -0.2% | 835,356 | $16.8M |
| Clark Estates Inc. | 3.82% | Add +19.3% | 825,000 | $16.5M |
| LMR Partners LLP | 0.15% | New | 821,700 | $16.5M |
| Cerity Partners LLC | 0.02% | Add +9.4% | 795,617 | $16.0M |
| Invesco Ltd. | 0.00% | Reduce -2.6% | 795,130 | $16.0M |
| US Bancorp \de | 0.02% | Add +4.7% | 777,554 | $15.6M |
| Public Employees Retirement System of Ohio | 0.04% | No change | 759,221 | $15.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +14.7% | 758,249 | $15.2M |
| Thornburg Investment Management Inc. | 0.14% | Add +11.9% | 749,018 | $15.0M |
| Foresight Global Investors, Inc. | 9.00% | Add +81.9% | 740,300 | $14.9M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -11.8% | 739,737 | $14.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 725,665 | $14.6M |
| CapWealth Advisors, LLC | 1.08% | Add +7.0% | 662,154 | $13.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -24.8% | 618,437 | $12.4M |
| Lathrop Investment Management Co. | 2.16% | Add +3.0% | 608,661 | $12.2M |
| Cambiar Investors LLC | 0.53% | Reduce -3.0% | 606,184 | $12.2M |
| Bank of Montreal | 0.00% | Reduce -2.9% | 588,459 | $11.8M |
| Rock Point Advisors, LLC | 2.83% | Add +11.9% | 576,957 | $11.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -11.7% | 568,503 | $11.4M |
| Norges Bank | 0.00% | — | 538,250 | $10.8M |
| Ethic Inc. | 0.13% | Add +4.0% | 516,600 | $10.4M |
| Alight Capital Management LP | 1.68% | New | 516,432 | $10.4M |
| XY Capital Ltd | 11.77% | New | 510,791 | $10.2M |
| Wellington Management Group LLP | 0.00% | New | 510,066 | $10.2M |
| Silvercrest Asset Management Group LLC | 0.07% | Add +4.1% | 505,405 | $10.1M |
| Bcwm, LLC | 2.94% | Add +2.3% | 500,469 | $10.0M |
| New York State Common Retirement Fund | 0.01% | Add +23.7% | 487,650 | $9.8M |
| Old Mission Capital LLC | 0.25% | New | 485,381 | $9.7M |
| Crossmark Global Holdings, Inc. | 0.13% | Reduce -0.6% | 484,865 | $9.7M |
| Mackenzie Financial Corp. | 0.01% | Add +165.1% | 478,894 | $9.6M |
| TD Waterhouse Canada Inc. | 0.03% | Add +10.6% | 471,304 | $9.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -87.4% | 451,116 | $9.0M |
| Rathbones Group PLC | 0.03% | Add +117.9% | 449,697 | $9.0M |
| Live Oak Private Wealth LLC | 1.08% | Reduce -5.0% | 431,463 | $8.7M |
| Quinn Opportunity Partners LLC | 0.40% | Add +79.2% | 430,000 | $8.6M |
| Millennium Management | 0.01% | Add +38.5% | 429,825 | $8.6M |
| Walleye Capital LLC | 0.04% | Add +18.7% | 418,018 | $8.4M |
| Pathstone Holdings, LLC | 0.02% | Add +22.8% | 413,043 | $8.3M |
| Ramirez Asset Management, Inc. | 0.85% | Add +19.1% | 404,325 | $8.1M |
| Qube Research & Technologies Ltd | 0.01% | New | 404,200 | $8.1M |
| Mariner, LLC | 0.01% | Reduce -4.7% | 380,427 | $7.6M |
| QRG Capital Management, Inc. | 0.06% | Add +4.2% | 376,923 | $7.6M |
| Boston Partners | 0.01% | Add +7.5% | 371,412 | $7.5M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -7.8% | 352,545 | $7.1M |
| Pinnacle Financial Partners, Inc. | 0.05% | Add +0.6% | 343,081 | $6.9M |
| Truist Financial Corp. | 0.01% | Reduce -4.7% | 341,865 | $6.9M |
| Cetera Investment Advisers | 0.01% | Reduce -20.7% | 336,423 | $6.7M |
| Markel Group | 0.05% | No change | 335,000 | $6.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.3% | 332,444 | $6.7M |
| Focus Partners Wealth | 0.01% | Add +3.8% | 329,098 | $6.6M |
| Citigroup Inc. | 0.00% | Reduce -9.7% | 326,195 | $6.5M |
| Captrust Financial Advisors | 0.01% | Reduce -30.1% | 322,802 | $6.5M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -2.0% | 307,691 | $6.2M |
| Henry James International Management Inc. | 1.84% | Add +0.0% | 306,928 | $6.2M |
| HRT Financial LP | 0.01% | New | 305,534 | $6.1M |
| Quadrant Capital Group LLC | 0.17% | Add +42.2% | 305,391 | $6.1M |
| Boston Common Asset Management, LLC | 0.36% | Reduce -5.3% | 304,673 | $6.1M |
| SouthState Bank Corp | 0.25% | Reduce -55.8% | 303,862 | $6.1M |
| MML Investors Services, LLC | 0.01% | Reduce -9.6% | 303,134 | $6.1M |
| Nuveen, LLC | 0.00% | Add +970.2% | 294,879 | $5.9M |
| 1832 Asset Management L.P. | 0.01% | Add +7.5% | 292,868 | $5.9M |
| Renaissance Group LLC | 0.23% | Add +10.6% | 283,531 | $5.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.11% | Reduce -4.3% | 281,481 | $5.6M |
| Inlet Private Wealth, LLC | 1.31% | Reduce -1.0% | 267,799 | $5.4M |
| American Trust Investment Advisors, LLC | 2.65% | Add +17.3% | 267,579 | $5.4M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -2.5% | 264,233 | $5.3M |
| Scotia Capital Inc. | 0.02% | Reduce -3.5% | 263,844 | $5.3M |
| Sit Investment Associates Inc. | 0.10% | No change | 263,110 | $5.3M |
| Eagle Global Advisors LLC | 0.17% | Reduce -0.6% | 261,841 | $5.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -76.2% | 261,648 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +15.4% | 259,600 | $5.2M |
| Corient Private Wealth LP | 0.01% | Add +41.8% | 256,726 | $5.1M |
| Stamos Capital Partners, L.P. | 0.79% | Add +9.9% | 256,015 | $5.1M |
| Tocqueville Asset Management L.P. | 0.07% | Add +72.8% | 254,800 | $5.1M |
| O'Brien Greene & Co. Inc | 1.41% | Add +8.2% | 254,368 | $5.1M |
| SIH Partners, LLLP | 0.21% | New | 251,777 | $5.1M |
| Callan Family Office, LLC | 0.10% | Reduce -2.3% | 248,316 | $5.0M |
| Longaeva Partners L.P. | 0.14% | New | 247,771 | $5.0M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.23% | Reduce -15.9% | 243,128 | $4.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -23.7% | 238,414 | $4.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.2% | 238,070 | $4.8M |
| Hantz Financial Services, Inc. | 0.06% | Add +11.5% | 236,196 | $4.7M |
| Waverly Advisors, LLC | 0.03% | Add +1.2% | 235,064 | $4.7M |
| Two Sigma Investments, LP | 0.00% | New | 227,337 | $4.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -4.7% | 224,095 | $4.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.1% | 221,058 | $4.4M |
| Assenagon Asset Management S.A. | 0.01% | New | 216,802 | $4.3M |
| Timber Creek Capital Management LLC | 0.85% | Add +0.9% | 208,687 | $4.2M |
| Princeton Global Asset Management LLC | 0.60% | Add +0.5% | 208,339 | $4.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -35.3% | 202,497 | $4.1M |
| Humankind Investments LLC | 1.94% | No change | 202,195 | $4.1M |
| Atria Investments, Inc | 0.04% | Reduce -15.1% | 196,549 | $3.9M |
| Partners Group Holding AG | 0.27% | Add +121.0% | 194,300 | $3.9M |
| Ritholtz Wealth Management | 0.06% | Add +4.5% | 193,625 | $3.9M |
| NewEdge Wealth, LLC | 0.04% | Add +3.8% | 193,607 | $3.9M |
| &partners | 0.02% | Add +1.7% | 186,365 | $3.7M |
| Aperture Investors, LLC | 0.38% | No change | 179,731 | $3.6M |
| M&T Bank Corp | 0.01% | Reduce -10.6% | 178,758 | $3.6M |
| Abc Arbitrage SA | 0.39% | New | 177,908 | $3.6M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -0.1% | 177,046 | $3.6M |
| Vident Advisory, LLC | 0.03% | Reduce -4.9% | 176,795 | $3.5M |
| Park Avenue Securities LLC | 0.02% | Reduce -26.2% | 173,670 | $3.5M |
| Cibc World Market Inc. | 0.01% | Reduce -9.1% | 171,282 | $3.4M |
| Vise Technologies, Inc. | 0.04% | Reduce -2.5% | 171,162 | $3.4M |
| Naviter Wealth, LLC | 0.30% | Add +22.8% | 162,060 | $3.3M |
| Lazard Asset Management LLC | 0.00% | Reduce -30.1% | 159,597 | $3.2M |
| BTC Capital Management, Inc. | 0.19% | Add +2.0% | 157,357 | $3.2M |
| Delta Capital Management LLC | 1.46% | Add +10.5% | 156,160 | $3.1M |
| Blue Square Asset Management, LLC | 1.25% | Reduce -0.7% | 153,736 | $3.1M |
| Keybank National Association | 0.01% | Add +11.9% | 151,501 | $3.0M |
| Oxbow Advisors, LLC | 0.24% | Add +1.5% | 147,977 | $3.0M |
| Signaturefd, LLC | 0.04% | Reduce -1.4% | 146,572 | $2.9M |
| SG Americas Securities, LLC | 0.00% | Add +227.9% | 146,416 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.6% | 146,171 | $2.9M |
| First Trust Advisors LP | 0.00% | Reduce -7.5% | 144,899 | $2.9M |
| Bessemer Group Inc. | 0.00% | Add +774.6% | 141,324 | $2.8M |
| JCIC Asset Management Inc. | 0.83% | No change | 131,273 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.8% | 133,948 | $2.7M |
| Capital International, Inc. | 0.02% | No change | 133,153 | $2.7M |
| State Street Corp. | 0.00% | Reduce -38.0% | 130,517 | $2.6M |
| DRW Securities, LLC | 0.15% | New | 126,457 | $2.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +482.6% | 124,682 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -27.8% | 123,969 | $2.5M |
| Capital Fund Management S.A. | 0.02% | Reduce -76.8% | 123,804 | $2.5M |
| Rhumbline Advisers | 0.00% | Add +7.0% | 120,403 | $2.4M |
| Benjamin Edwards Inc. | 0.02% | Add +6.4% | 118,174 | $2.4M |
| Franklin Resources Inc. | 0.00% | Reduce -0.9% | 115,458 | $2.3M |
| Choreo, LLC | 0.02% | Reduce -4.1% | 112,501 | $2.3M |
| Ellsworth Advisors, LLC | 0.37% | Add +5.8% | 108,491 | $2.2M |
| Virtu Financial LLC | 0.07% | New | 111,332 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.6% | 107,991 | $2.2M |
| J. Goldman & Co LP | 0.08% | New | 107,619 | $2.2M |
| Factory Mutual Insurance Co. | 0.02% | No change | 107,434 | $2.2M |
| Evergreen Capital Management LLC | 0.04% | Add +33.5% | 107,403 | $2.2M |
| Klein Pavlis & Peasley Financial, Inc. | 1.11% | Add +0.6% | 106,737 | $2.1M |
| Compound Planning, Inc. | 0.06% | Add +8.1% | 106,076 | $2.1M |
| Ieq Capital, LLC | 0.01% | Reduce -16.5% | 105,623 | $2.1M |
| Savant Capital, LLC | 0.01% | Add +419.8% | 96,489 | $2.1M |
| J. Safra Sarasin Holding AG | 0.03% | Reduce -7.2% | 102,677 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.3% | 102,476 | $2.1M |
| Fifth Third Bancorp | 0.00% | Reduce -10.2% | 101,177 | $2.0M |
| Caprock Group, LLC | 0.04% | Add +2.4% | 100,230 | $2.0M |
| Central Pacific Bank - Trust Division | 0.21% | No change | 100,000 | $2.0M |
| Columbia Asset Management | 0.34% | Reduce -9.1% | 97,775 | $2.0M |
| Ravenswood Partners LP | 0.63% | Reduce -30.7% | 97,559 | $2.0M |
| Waldron Private Wealth LLC | 0.07% | Add +4.6% | 96,058 | $1.9M |
| Successful Portfolios LLC | 0.89% | Reduce -1.5% | 91,543 | $1.9M |
| Highland Capital Management, LLC | 0.09% | Add +0.2% | 95,200 | $1.9M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -3.8% | 92,780 | $1.9M |
| Walleye Trading LLC | 0.03% | Add +161.5% | 92,404 | $1.9M |
| Vontobel Holding Ltd. | 0.01% | Reduce -10.6% | 87,609 | $1.8M |
| First Manhattan Co. Llc. | 0.00% | New | 85,175 | $1.7M |
| Aaron Wealth Advisors LLC | 0.09% | Reduce -1.7% | 84,218 | $1.7M |
| Frank, Rimerman Advisors LLC | 0.10% | Reduce -0.7% | 83,965 | $1.7M |
| NewEdge Advisors, LLC | 0.00% | Add +14.4% | 82,516 | $1.7M |
| Diversify Advisory Services, LLC | 0.03% | New | 73,637 | $1.6M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -9.5% | 73,637 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.7% | 81,293 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -32.1% | 80,475 | $1.6M |
| Blueshift Asset Management, LLC | 0.38% | Add +615.6% | 81,030 | $1.6M |
| Foyston, Gordon & Payne Inc | 0.34% | Reduce -8.9% | 77,923 | $1.6M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -16.1% | 79,595 | $1.6M |
| Madison Asset Management, LLC | 0.02% | Reduce -0.5% | 79,324 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.9% | 75,748 | $1.6M |
| CIBC Asset Management Inc | 0.00% | Reduce -3.1% | 79,466 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Add +12.5% | 76,293 | $1.5M |
| Ballentine Partners, LLC | 0.02% | Add +0.9% | 75,978 | $1.5M |
| GMO | 0.00% | New | 75,118 | $1.5M |
| Limestone Investment Advisors LP | 0.75% | No change | 75,000 | $1.5M |
| PEAK6 LLC | 0.04% | New | 73,882 | $1.5M |
| Doliver Advisors, LP | 0.33% | Reduce -3.7% | 72,922 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Reduce -3.3% | 72,913 | $1.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +63.1% | 72,240 | $1.4M |
| MAI Capital Management | 0.01% | Add +24.3% | 72,197 | $1.4M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -53.5% | 72,075 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Add +10.5% | 68,827 | $1.4M |
| Figure 8 Investment Strategies LLC | 1.20% | Reduce -1.8% | 70,563 | $1.4M |
| Barclays PLC | 0.00% | Add +144.3% | 69,407 | $1.4M |
| Lhm, Inc. | 0.47% | Add +134.6% | 69,231 | $1.4M |
| Clearstead Advisors, LLC | 0.01% | Reduce -31.2% | 69,064 | $1.4M |
| Penbrook Management LLC | 0.88% | No change | 68,500 | $1.4M |
| 17 Capital Partners, LLC | 0.60% | No change | 66,110 | $1.3M |
| Arax Advisory Partners | 0.01% | Add +357.7% | 64,330 | $1.3M |
| Advisory Resource Group | 0.19% | Add +20.1% | 63,190 | $1.3M |
| Raelipskie Partnership | 0.47% | Add +3.4% | 61,738 | $1.2M |
| DLD Asset Management, LP | 0.33% | New | 60,614 | $1.2M |
| Abn Amro Investment Solutions | 0.01% | Reduce -33.9% | 60,470 | $1.2M |
| XTX Topco Ltd | 0.02% | Reduce -6.4% | 59,857 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -4.8% | 59,806 | $1.2M |
| Qtron Investments LLC | 0.16% | Reduce -11.8% | 59,471 | $1.2M |
| Confluence Investment Management LLC | 0.02% | Reduce -0.8% | 58,461 | $1.2M |
| Hanson & Doremus Investment Management | 0.11% | No change | 55,410 | $1.1M |
| S&co Inc. | 0.06% | No change | 55,000 | $1.1M |
| Smartleaf Asset Management LLC | 0.04% | No change | 53,512 | $1.1M |
| Wincap Financial LLC | 0.59% | Add +8.3% | 54,110 | $1.1M |
| Bailard, Inc. | 0.02% | Add +1.4% | 53,796 | $1.1M |
| Havemeyer Place LP | 0.11% | New | 53,746 | $1.1M |
| Ellevest, Inc. | 0.13% | Reduce -6.8% | 50,982 | $1.1M |
| EP Wealth Advisors, LLC | 0.00% | Add +30.5% | 52,779 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -52.2% | 52,532 | $1.1M |
| Syon Capital LLC | 0.05% | Add +52.8% | 52,503 | $1.1M |
| Intrust Bank NA | 0.08% | Reduce -9.1% | 52,074 | $1.0M |
| Greenleaf Trust | 0.01% | Reduce -4.9% | 51,720 | $1.0M |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -9.9% | 51,655 | $1.0M |
| Snowden Capital Advisors LLC | 0.02% | Add +15.9% | 51,475 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +0.7% | 50,848 | $1.0M |
| Centiva Capital, LP | 0.03% | New | 50,000 | $1.0M |
| Sunstone Asset Management, LP | 1.08% | No change | 49,626 | $995K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +21.4% | 49,349 | $990K |
| Stiles Financial Services Inc | 0.25% | Add +6.7% | 48,794 | $979K |
| Twin Tree Management, LP | 0.15% | New | 48,659 | $976K |
| IMC-Chicago, LLC | 0.01% | New | 46,949 | $942K |
| Global Retirement Partners, LLC | 0.01% | — | 45,476 | $912K |
| Future Fund LLC | 0.26% | Add +13.8% | 45,467 | $912K |
| Hancock Whitney Corp. | 0.01% | Reduce -5.2% | 44,928 | $901K |
| Alhambra Investment Management LLC | 0.39% | Reduce -3.9% | 44,803 | $899K |
| Composition Wealth, LLC | 0.01% | Reduce -3.6% | 44,001 | $883K |
| GAMMA Investing LLC | 0.03% | Reduce -2.1% | 43,624 | $875K |
| ESL Trust Services, LLC | 0.15% | No change | 43,000 | $863K |
| Mitchell & Pahl Private Wealth, LLC | 0.32% | Add +3.1% | 42,871 | $860K |
| Earnest Partners LLC | 0.00% | Reduce -2.6% | 40,864 | $820K |
| Regions Financial Corp. | 0.00% | Reduce -8.8% | 40,794 | $818K |
| Marex Group Ltd | 0.01% | Reduce -2.6% | 40,610 | $815K |
| Caption Management, LLC | 0.03% | New | 40,500 | $812K |
| FNY Investment Advisers, LLC | 0.29% | New | 40,000 | $802K |
| Trustmark Bank Trust Department | 0.05% | Add +0.5% | 39,783 | $798K |
| Parallel Advisors, LLC | 0.01% | Add +6.6% | 38,635 | $775K |
| Venturi Wealth Management, LLC | 0.03% | Add +3.5% | 38,627 | $775K |
| HB Wealth Management, LLC | 0.00% | Reduce -9.0% | 38,150 | $765K |
| Altshuler Shaham Ltd | 0.01% | New | 37,400 | $750K |
| PDS Planning, Inc | 0.04% | Add +2.2% | 37,392 | $750K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.11% | Add +8.8% | 37,065 | $744K |
| DMC Group, LLC | 0.51% | Reduce -14.5% | 36,747 | $737K |
| GC Wealth Management RIA, LLC | 0.04% | Add +4.1% | 36,617 | $735K |
| Henshaw Capital LLC | 0.02% | No change | 36,555 | $733K |
| Fiera Capital Corp | 0.00% | Add +17.4% | 36,519 | $732K |
| Sterling Capital Management LLC | 0.01% | Reduce -16.4% | 35,734 | $717K |
| HUB Investment Partners, LLC | 0.01% | Add +25.0% | 35,303 | $708K |
| Wealth Alliance, LLC | 0.06% | Reduce -23.4% | 34,914 | $700K |
| Five Oceans Advisors | 0.22% | No change | 34,669 | $695K |
| Advisors Asset Management, Inc. | 0.01% | Add +14.4% | 34,627 | $695K |
| Jane Street Group, LLC | 0.00% | Reduce -98.2% | 34,607 | $694K |
| Blue Trust, Inc. | 0.01% | Add +7.5% | 33,446 | $671K |
| Apollon Wealth Management, LLC | 0.01% | Add +7.0% | 33,332 | $669K |
| Wealthspire Advisors, LLC | 0.00% | Add +63.4% | 33,016 | $662K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -11.0% | 32,946 | $661K |
| PCM Encore, LLC | 0.12% | Reduce -4.3% | 32,739 | $657K |
| Fiduciary Trust Co | 0.01% | Reduce -3.2% | 32,620 | $654K |
| Hohimer Wealth Management, LLC | 0.07% | New | 32,401 | $650K |
| Farley Capital L.P. | 0.51% | No change | 32,350 | $649K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 31,742 | $637K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +13.1% | 31,664 | $635K |
| Marks Group Wealth Management, Inc | 0.05% | Reduce -56.8% | 31,163 | $625K |
| Brasada Capital Management, LP | 0.11% | New | 30,749 | $617K |
| Lido Advisors, LLC | 0.00% | Reduce -0.7% | 30,707 | $616K |
| Allianz SE | 0.01% | No change | 30,650 | $615K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -0.3% | 27,115 | $614K |
| Blair William & Co. | 0.00% | Add +5.7% | 30,266 | $607K |
| Personal Cfo Solutions, LLC | 0.09% | Reduce -4.9% | 30,042 | $603K |
| Ping Capital Management, Inc. | 0.20% | New | 30,000 | $602K |
| Menora Mivtachim Holdings LTD. | 0.00% | Add +100.0% | 30,000 | $602K |
| Strategic Investment Advisors / MI | 0.04% | Add +5.8% | 29,974 | $601K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +23.4% | 29,848 | $599K |
| Moors & Cabot, Inc. | 0.02% | Reduce -8.0% | 29,673 | $595K |
| Sivia Capital Partners, LLC | 0.07% | Add +111.9% | 29,251 | $587K |
| Itau Unibanco Holding S.A. | 0.01% | Reduce -63.7% | 29,000 | $582K |
| Private Advisor Group, LLC | 0.00% | Reduce -24.0% | 28,949 | $581K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +35.2% | 28,924 | $580K |
| Checchi Capital Advisers, LLC | 0.04% | Reduce -2.1% | 28,666 | $575K |
| Guggenheim Capital LLC | 0.00% | Reduce -43.8% | 28,620 | $574K |
| Brown Advisory Inc. | 0.00% | Reduce -15.0% | 28,514 | $572K |
| BKM Wealth Management, LLC | 0.20% | Add +0.5% | 28,433 | $570K |
| Mission Wealth Management, LP | 0.01% | Add +7.1% | 28,286 | $567K |
| Fox Run Management, L.L.C. | 0.09% | Reduce -7.0% | 28,151 | $565K |
| Lyrical Asset Management LP | 0.01% | Add +7072.6% | 28,045 | $563K |
| Y.D. More Investments Ltd | 0.02% | No change | 27,900 | $560K |
| One Wealth Advisors, LLC | 0.06% | Reduce -0.4% | 27,891 | $559K |
| World Investment Advisors | 0.01% | Add +13.8% | 27,218 | $559K |
| AlphaCore Capital LLC | 0.01% | Add +17.0% | 27,842 | $559K |
| Minneapolis Portfolio Management Group, LLC | 0.05% | No change | 27,480 | $551K |
| Evolve Private Wealth, LLC | 0.03% | Add +5.9% | 27,359 | $549K |
| Argonautica Private Wealth Management, Inc. | 0.13% | Add +7.6% | 27,335 | $548K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -2.8% | 27,080 | $543K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -15.0% | 27,014 | $542K |
| TCTC Holdings, LLC | 0.01% | No change | 26,813 | $538K |
| Basecamp Wealth Advisors LLC | 0.10% | Reduce -7.2% | 26,455 | $531K |
| Russell Investments Group, Ltd. | 0.00% | Add +10.4% | 26,405 | $530K |
| Jupiter Topco LLC | 0.00% | — | 26,218 | $526K |
| Savvy Advisors, Inc. | 0.01% | Add +14.9% | 26,108 | $524K |
| Versant Capital Management, Inc | 0.05% | Reduce -9.5% | 26,059 | $523K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.2% | 26,033 | $522K |
| Portside Wealth Group, LLC | 0.06% | Reduce -23.6% | 26,025 | $522K |
| BigSur Wealth Management LLC | 0.13% | No change | 25,925 | $520K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.7% | 22,965 | $515K |
| May Hill Capital, LLC | 0.11% | Reduce -19.0% | 25,419 | $510K |
| Independent Advisor Alliance | 0.01% | Reduce -2.2% | 25,357 | $509K |
| Parr McKnight Wealth Management Group, LLC | 0.06% | Add +0.0% | 25,254 | $507K |
| Pitcairn Wealth Advisors LLC | 0.06% | Reduce -1.0% | 25,213 | $506K |
| Welch Group, LLC | 0.02% | No change | 25,156 | $505K |
| BSW Wealth Partners | 0.06% | Reduce -4.4% | 25,030 | $502K |
| Dorato Capital Management | 0.34% | Add +3.9% | 23,974 | $500K |
| Massar Capital Management, LP | 0.17% | New | 24,409 | $490K |
| Key Financial Inc | 0.08% | Reduce -2.4% | 24,265 | $487K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.6% | 24,092 | $483K |
| One Wealth Capital Management, LLC | 0.14% | Add +117.0% | 23,855 | $479K |
| Third View Private Wealth, LLC | 0.06% | Reduce -19.7% | 23,738 | $476K |
| Brighton Jones LLC | 0.01% | Reduce -0.7% | 23,715 | $476K |
| Anchyra Partners LLC | 0.11% | Reduce -4.5% | 23,626 | $474K |
| Sage Rhino Capital LLC | 0.08% | Reduce -2.7% | 23,617 | $474K |
| Rehmann Capital Advisory Group | 0.02% | Add +11.8% | 23,092 | $466K |
| Summitry LLC | 0.02% | Add +7.5% | 23,035 | $462K |
| West Family Investments, Inc. | 0.13% | Reduce -8.4% | 22,918 | $460K |
| IHT Wealth Management, LLC | 0.01% | Reduce -11.1% | 22,709 | $456K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -27.9% | 22,552 | $452K |
| Flputnam Investment Management Co. | 0.01% | Reduce -17.7% | 22,459 | $451K |
| Intesa Sanpaolo S.p.A. | 0.02% | Reduce -12.5% | 22,409 | $450K |
| London Co. of Virginia | 0.00% | No change | 22,000 | $441K |
| Strategic Global Advisors, LLC | 0.06% | Reduce -74.2% | 21,755 | $436K |
| Somerset Trust Co | 0.12% | Add +4.3% | 21,706 | $435K |
| Commerce Bank | 0.00% | Reduce -7.7% | 21,655 | $434K |
| Cresset Asset Management, LLC | 0.00% | Reduce -18.4% | 21,550 | $432K |
| Abel Hall, LLC | 0.07% | Add +59.6% | 21,440 | $430K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -6.3% | 21,357 | $428K |
| Merit Financial Group, LLC | 0.00% | Add +24.3% | 21,323 | $428K |
| Leonteq Securities AG | 0.03% | Add +30.7% | 21,298 | $427K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -6.4% | 21,289 | $427K |
| Principal Securities, Inc. | 0.01% | Reduce -62.4% | 21,217 | $426K |
| Hilltop Holdings Inc. | 0.03% | Add +0.6% | 21,089 | $423K |
| Twelve Points Wealth Management LLC | 0.08% | Reduce -8.4% | 21,063 | $423K |
| Rossby Financial, LCC | 0.08% | Add +0.8% | 20,954 | $420K |
| Abacus Wealth Partners, LLC | 0.04% | Reduce -46.5% | 20,579 | $413K |
| Steadtrust LLC | 0.21% | Reduce -0.7% | 20,250 | $406K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -0.9% | 20,193 | $405K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -31.5% | 19,719 | $396K |
| LVW Advisors, LLC | 0.03% | Reduce -30.9% | 19,677 | $395K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -9.8% | 19,668 | $395K |
| Seed Wealth Management, Inc. | 0.25% | Reduce -21.9% | 19,625 | $394K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | No change | 19,531 | $393K |
| Integrated Advisors Network LLC | 0.02% | Reduce -14.7% | 19,561 | $392K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -27.8% | 19,185 | $385K |
| First Horizon Corp. | 0.01% | Add +2.9% | 18,521 | $372K |
| Gallacher Capital Management LLC | 0.21% | Reduce -18.4% | 18,503 | $371K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -9.6% | 18,183 | $365K |
| Cetera Trust Company, N.A | 0.18% | No change | 18,025 | $362K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +18.3% | 17,900 | $359K |
| Optas, LLC | 0.05% | Add +1.9% | 17,687 | $355K |
| Frec Markets, Inc. | 0.03% | Add +13.1% | 17,656 | $354K |
| Credit Agricole S A | 0.00% | Reduce -45.9% | 17,652 | $354K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Add +80.6% | 17,490 | $351K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -4.7% | 17,426 | $350K |
| Trust Point Inc. | 0.03% | Reduce -15.9% | 17,367 | $348K |
| Shufro Rose & Co. LLC | 0.02% | No change | 17,246 | $346K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -1.5% | 17,216 | $345K |
| Atom Investors LP | 0.03% | New | 16,869 | $338K |
| Hardy Reed LLC | 0.02% | Reduce -9.4% | 16,716 | $335K |
| GTS Securities LLC | 0.01% | Reduce -75.8% | 16,514 | $331K |
| Searle & Co. | 0.07% | No change | 16,500 | $331K |
| Xponance LLC | 0.00% | Add +13.0% | 16,336 | $328K |
| Shelton Capital Management | 0.01% | New | 16,314 | $327K |
| Allworth Financial LP | 0.00% | Reduce -3.6% | 16,170 | $324K |
| Fca Corp. | 0.08% | Reduce -20.0% | 16,000 | $321K |
| Mgo One Seven LLC | 0.01% | Reduce -18.5% | 15,817 | $317K |
| Philip James Wealth Mangement, LLC | 0.04% | Reduce -25.2% | 15,752 | $316K |
| Abundance Wealth Counselors | 0.02% | Add +57.1% | 15,703 | $315K |
| Atlas Capital Advisors Inc. | 0.03% | Reduce -1.2% | 15,665 | $314K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -5.8% | 15,323 | $307K |
| Certior Financial Group, LLC | 0.17% | Add +7.1% | 15,313 | $307K |
| Ascent Group, LLC | 0.01% | Reduce -0.0% | 15,213 | $305K |
| Intercapital, LLC | 0.13% | New | 15,000 | $301K |
| Nicolet Bankshares Inc. | 0.01% | No change | 14,186 | $300K |
| Riversedge Advisors, LLC | 0.04% | Add +42.9% | 14,759 | $296K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +5.3% | 14,616 | $293K |
| Anchor Investment Management, LLC | 0.02% | Add +1.8% | 14,565 | $292K |
| Seeds Investor LLC | 0.03% | Add +4.0% | 14,509 | $291K |
| SYM FINANCIAL Corp | 0.02% | Add +37.8% | 14,311 | $287K |
| Phoenix Financial Ltd. | 0.00% | New | 14,300 | $286K |
| Pekin Hardy Strauss, Inc. | 0.03% | No change | 14,222 | $285K |
| Traveka Wealth, LLC | 0.09% | Add +3.0% | 14,178 | $284K |
| Aljian Capital Management, LLC | 0.05% | Reduce -5.1% | 14,085 | $283K |
| Advisory Services Network, LLC | 0.00% | Add +36.0% | 14,076 | $282K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -1.3% | 13,919 | $279K |
| Dearborn Partners LLC | 0.02% | No change | 13,811 | $277K |
| Stonebrook Private Inc. | 0.05% | New | 13,770 | $276K |
| Wilkinson Global Asset Management LLC | 0.02% | No change | 13,730 | $275K |
| Wedmont Private Capital | 0.01% | Reduce -28.7% | 13,203 | $275K |
| Pacific Excel Wealth Advisors, Inc. | 0.11% | New | 13,563 | $272K |
| Heritage Family Offices, LLP | 0.11% | Reduce -45.6% | 13,563 | $272K |
| Brown Brothers Harriman & Co. | 0.00% | Add +29.9% | 13,471 | $270K |
| Norden Group LLC | 0.02% | Reduce -48.5% | 13,156 | $264K |
| Two Sigma Securities, LLC | 0.02% | Reduce -60.2% | 13,125 | $263K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -11.7% | 12,838 | $262K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.3% | 13,020 | $261K |
| South Shore Capital Advisors | 0.17% | No change | 12,998 | $261K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -1.0% | 12,996 | $261K |
| Flow Traders U.S. LLC | 0.01% | New | 12,904 | $259K |
| 55 North Private Wealth, LLC | 0.05% | New | 12,888 | $259K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 12,784 | $256K |
| Laurel Oak Wealth Management, LLC | 0.04% | Reduce -0.8% | 12,758 | $256K |
| CogentBlue Wealth Advisors, LLC | 0.15% | New | 12,660 | $254K |
| Gryphon Financial Partners LLC | 0.02% | Add +17.9% | 12,632 | $253K |
| Chicago Capital, LLC | 0.01% | No change | 12,615 | $253K |
| AE Wealth Management LLC | 0.00% | Reduce -0.9% | 12,522 | $251K |
| Diamant Asset Management, Inc. | 0.17% | New | 12,500 | $251K |
| Fidelis Capital Partners, LLC | 0.01% | New | 12,474 | $250K |
| Angeles Wealth Management, LLC | 0.01% | Add +14.0% | 12,397 | $249K |
| White Knight Strategic Wealth Advisors, LLC | 0.17% | Reduce -0.4% | 12,325 | $247K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -44.0% | 12,311 | $247K |
| SageView Advisory Group, LLC | 0.01% | Add +2.2% | 12,257 | $246K |
| Facet Wealth, Inc. | 0.00% | New | 12,229 | $245K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +7.1% | 11,975 | $240K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -8.8% | 11,951 | $240K |
| Pallas Capital Advisors LLC | 0.01% | New | 11,905 | $239K |
| Stonebridge Financial Group, LLC | 0.03% | — | 11,897 | $238K |
| Delta Financial Advisors LLC | 0.06% | No change | 11,800 | $237K |
| Berkshire Asset Management LLC | 0.01% | Reduce -42.7% | 11,746 | $236K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -91.8% | 11,705 | $235K |
| Mutual Advisors, LLC | 0.00% | Add +8.4% | 11,600 | $233K |
| Canopy Partners, LLC | 0.07% | Add +2.8% | 11,534 | $231K |
| OneAscent Financial Services LLC | 0.01% | Reduce -3.5% | 11,510 | $231K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.3% | 11,493 | $231K |
| Cromwell Holdings LLC | 0.10% | No change | 11,455 | $230K |
| PFG Investments, LLC | 0.01% | Add +0.2% | 11,299 | $227K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.0% | 11,257 | $226K |
| 71 West Capital Partners | 0.01% | New | 11,245 | $226K |
| Park Place Capital Corp | 0.04% | Add +36.1% | 11,212 | $225K |
| Drive Wealth Management, LLC | 0.04% | Reduce -1.1% | 11,181 | $224K |
| Keel Point, LLC | 0.01% | Add +2.3% | 11,132 | $223K |
| 180 Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 11,091 | $222K |
| Sowell Financial Services LLC | 0.01% | Reduce -30.8% | 11,007 | $221K |
| Summit Financial, LLC | 0.00% | New | 11,005 | $221K |
| Rosenberg Matthew Hamilton | 0.04% | Add +10.6% | 10,883 | $218K |
| Portland Global Advisors LLC | 0.02% | Reduce -1.4% | 10,815 | $217K |
| HSBC Holdings PLC | 0.00% | Reduce -32.1% | 10,758 | $216K |
| Baker Ellis Asset Management LLC | 0.02% | Add +1.4% | 10,675 | $214K |
| Crewe Advisors LLC | 0.02% | Add +0.8% | 10,629 | $213K |
| TD Private Client Wealth LLC | 0.00% | Reduce -11.3% | 10,507 | $211K |
| Jacobi Capital Management LLC | 0.01% | Add +0.0% | 10,471 | $210K |
| Meyer Handelman Co. | 0.01% | No change | 10,435 | $209K |
| Natixis | 0.00% | New | 10,397 | $209K |
| Diversified Trust Co. | 0.00% | Reduce -4.5% | 10,331 | $207K |
| Center For Asset Management LLC | 0.09% | New | 10,327 | $207K |
| Yousif Capital Management, LLC | 0.00% | Reduce -80.3% | 10,231 | $205K |
| Choate Investment Advisors | 0.00% | Reduce -0.5% | 10,230 | $205K |
| Certuity, LLC | 0.01% | Reduce -18.7% | 10,189 | $204K |
| RD Lewis Holdings, Inc. | 0.15% | New | 8,531 | $203K |
| Acadian Asset Management LLC | 0.00% | New | 9,526 | $191K |
| LRI Investments, LLC | 0.01% | Add +20.0% | 9,170 | $184K |
| UMB Bank, n.a. | 0.00% | Add +29.8% | 8,437 | $169K |
| Harbour Investments, Inc. | 0.00% | Reduce -16.3% | 7,816 | $157K |
| Rothschild Investment LLC | 0.01% | Add +10.9% | 7,320 | $147K |
| Arlington Trust Co LLC | 0.01% | Reduce -25.4% | 7,316 | $147K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -0.7% | 7,266 | $146K |
| Toronto Dominion Bank | 0.00% | Add +40.1% | 6,981 | $140K |
| Palladiem, LLC | 0.13% | No change | 6,825 | $137K |
| IFP Advisors, Inc | 0.00% | Reduce -2.7% | 6,720 | $135K |
| American National Bank & Trust | 0.01% | No change | 6,640 | $133K |
| Geneos Wealth Management Inc. | 0.00% | Add +38.7% | 6,344 | $127K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +8.3% | 6,272 | $126K |
| Continuum Advisory, LLC | 0.01% | New | 5,842 | $117K |
| Mather Group, Llc. | 0.00% | Add +1.3% | 5,828 | $117K |
| Huntington National Bank | 0.00% | Add +0.9% | 5,488 | $110K |
| Maj Invest Holding A/S | 0.01% | No change | 5,500 | $110K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +9754.5% | 5,420 | $109K |
| Quent Capital, LLC | 0.01% | Add +1.2% | 4,948 | $99K |
| Vestor Capital, LLC | 0.01% | Reduce -67.0% | 824 | $97K |
| Hilltop National Bank | 0.02% | No change | 4,776 | $96K |
| V-Square Quantitative Management LLC | 0.01% | Add +24.1% | 4,726 | $95K |
| Lanark Financial, Inc. | 0.01% | Reduce -2.2% | 4,661 | $93K |
| Trust Co. of Vermont | 0.00% | — | 4,500 | $90K |
| Grove Bank & Trust | 0.01% | Add +25.6% | 4,488 | $90K |
| Institute for Wealth Management, LLC. | 0.01% | New | 4,212 | $84K |
| Bruce G. Allen Investments, LLC | 0.05% | Reduce -7.5% | 4,074 | $82K |
| Cape Investment Advisory, Inc. | 0.02% | New | 4,051 | $81K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | No change | 4,001 | $80K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 4,000 | $80K |
| Accent Capital Management, LLC | 0.03% | Reduce -6.7% | 3,896 | $78K |
| Owl Creek Wealth Partners LLC | 0.02% | Add +13.5% | 3,589 | $72K |
| Federated Hermes, Inc. | 0.00% | Add +240.3% | 3,498 | $70K |
| Ares Financial Consulting, LLC | 0.05% | No change | 3,485 | $70K |
| Corient IA LP | 0.06% | New | 3,460 | $69K |
| Parkside Financial Bank & Trust | 0.00% | Add +11.1% | 3,447 | $69K |
| Manchester Capital Management LLC | 0.01% | Reduce -0.4% | 3,430 | $69K |
| Private Trust Co. NA | 0.01% | Reduce -5.5% | 3,387 | $68K |
| Elequin Capital, LP | 0.01% | New | 2,914 | $58K |
| True Wealth Design, LLC | 0.01% | Add +41.0% | 2,867 | $58K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,860 | $57K |
| Rexford Capital Inc. | 0.03% | No change | 2,815 | $56K |
| Horizon Investments, LLC | 0.00% | Reduce -70.2% | 2,703 | $54K |
| Colonial Trust Co / SC | 0.01% | Reduce -0.6% | 2,677 | $54K |
| Community Bank, N.A. | 0.01% | No change | 2,590 | $52K |
| Pin Oak Investment Advisors Inc. | 0.04% | Add +0.8% | 2,512 | $50K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -50.9% | 2,451 | $50K |
| Golden State Wealth Management, LLC | 0.00% | No change | 2,421 | $49K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 2,395 | $48K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -11.8% | 2,328 | $47K |
| Pittenger & Anderson Inc. | 0.00% | No change | 2,265 | $45K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.9% | 2,202 | $44K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 2,200 | $44K |
| Eastern Bank | 0.00% | Add +5911.4% | 2,104 | $42K |
| Founders Capital Management | 0.02% | No change | 2,005 | $40K |
| Fairscale Capital, LLC | 0.02% | No change | 1,988 | $40K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -26.8% | 1,982 | $40K |
| Financial Management Professionals, Inc. | 0.00% | Add +136.1% | 1,908 | $38K |
| Fortitude Family Office, LLC | 0.01% | No change | 1,810 | $36K |
| Hollencrest Capital Management | 0.00% | No change | 1,720 | $35K |
| CENTRAL TRUST Co | 0.00% | Reduce -18.6% | 1,676 | $34K |
| Zions Bancorporation, National Association | 0.00% | Reduce -0.5% | 1,623 | $33K |
| Evelyn Partners Group Ltd | 0.00% | — | 1,600 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -24.4% | 1,564 | $31K |
| Operose Advisors LLC | 0.01% | Reduce -33.1% | 1,520 | $30K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,510 | $30K |
| Quantum Portfolio Management LLC | 0.01% | New | 1,509 | $30K |
| Trust Co. of Toledo NA | 0.00% | No change | 1,506 | $30K |
| Baillie Gifford & Co. | 0.00% | Reduce -11.0% | 1,488 | $30K |
| CVA Family Office, LLC | 0.00% | No change | 1,431 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1907.1% | 1,405 | $28K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -13.0% | 1,397 | $28K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 1,375 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,345 | $27K |
| Financial Consulate, Inc. | 0.00% | Add +86.4% | 1,331 | $27K |
| Ameriflex Group, Inc. | 0.01% | Add +41.5% | 1,316 | $26K |
| Tacita Capital Inc | 0.01% | No change | 1,275 | $26K |
| General Partner, Inc. | 0.01% | No change | 1,245 | $25K |
| Larson Financial Group LLC | 0.00% | Add +2.1% | 1,207 | $24K |
| Capital Analysts, LLC | 0.00% | Add +2.9% | 1,168 | $24K |
| GW&K Investment Management, LLC | 0.00% | Reduce -1.4% | 1,185 | $24K |
| Raffa Wealth Management, LLC | 0.00% | Add +6.9% | 1,184 | $24K |
| Country Trust Bank | 0.00% | No change | 1,171 | $23K |
| Highline Wealth Partners LLC | 0.00% | Reduce -3.3% | 1,167 | $23K |
| TD Capital Management LLC | 0.00% | Add +0.1% | 1,162 | $23K |
| Vision Retirement, LLC | 0.01% | No change | 1,160 | $23K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 1,135 | $23K |
| Tsfg, LLC | 0.00% | No change | 1,100 | $22K |
| Signature Equity Partners, LLC | 0.01% | Reduce -27.4% | 1,032 | $21K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 1,000 | $20K |
| Asset Dedication, LLC | 0.00% | Add +1.0% | 995 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 995 | $20K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 935 | $19K |
| North Star Investment Management Corp. | 0.00% | Reduce -2.2% | 918 | $18K |
| Bare Financial Services, Inc | 0.00% | Add +87.8% | 911 | $18K |
| Addison Advisors LLC | 0.01% | Reduce -93.4% | 905 | $18K |
| Advocate Investing Services LLC | 0.01% | No change | 845 | $17K |
| Robinswood Financial LLC | 0.00% | No change | 835 | $17K |
| National Bank of Canada | 0.00% | No change | 786 | $17K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 828 | $17K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 825 | $17K |
| Maseco LLP | 0.00% | Add +25.0% | 815 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +71.5% | 811 | $16K |
| Bogart Wealth, LLC | 0.00% | Reduce -0.6% | 810 | $16K |
| EFG International AG | 0.00% | Reduce -58.7% | 796 | $16K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -40.6% | 791 | $16K |
| High Note Wealth, LLC | 0.00% | Reduce -27.0% | 788 | $16K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 765 | $15K |
| Ancora Advisors LLC | 0.00% | Reduce -64.9% | 762 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 760 | $15K |
| Kilter Group LLC | 0.01% | Add +923.9% | 727 | $15K |
| Creative Financial Designs Inc. | 0.00% | Reduce -38.8% | 724 | $15K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -90.4% | 680 | $14K |
| Spire Wealth Management | 0.00% | No change | 675 | $14K |
| Cornerstone Financial Management LLC | 0.01% | Add +44.9% | 668 | $13K |
| Oakworth Capital, Inc. | 0.00% | No change | 650 | $13K |
| First Command Advisory Services, Inc. | 0.00% | Add +834.3% | 626 | $13K |
| Fiduciary Financial Advisors | 0.00% | New | 622 | $12K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 600 | $12K |
| IFS Advisors, LLC | 0.01% | No change | 590 | $12K |
| Valued Wealth Advisors LLC | 0.00% | No change | 575 | $12K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -27.3% | 573 | $11K |
| FWL Investment Management, LLC | 0.00% | New | 571 | $11K |
| NBT Bank, N.A. | 0.00% | No change | 571 | $11K |
| Elevation Wealth Partners, LLC | 0.00% | New | 560 | $11K |
| J.Safra Asset Management Corp | 0.00% | Reduce -8.2% | 559 | $11K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 557 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -7.5% | 546 | $11K |
| Altrinsic Global Advisors LLC | 0.00% | New | 527 | $11K |
| SHP Wealth Management | 0.00% | Add +1.4% | 517 | $10K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 505 | $10K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 500 | $10K |
| HM Payson & Co. | 0.00% | No change | 500 | $10K |
| CKW Financial Group | 0.00% | No change | 500 | $10K |
| Napier Financial, LLC | 0.00% | Reduce -15.2% | 490 | $10K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -9.6% | 482 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -33.5% | 454 | $9K |
| HHM Wealth Advisors, LLC | 0.00% | Add +4560.0% | 466 | $9K |
| MTM Investment Management, LLC | 0.00% | New | 460 | $9K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 460 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 458 | $9K |
| City Holding Co. | 0.00% | No change | 458 | $9K |
| Albion Financial Group | 0.00% | Reduce -7.8% | 450 | $9K |
| CX Institutional | 0.00% | Add +102.1% | 473 | $9K |
| Winch Advisory Services, LLC | 0.00% | Add +1020.0% | 448 | $9K |
| Proffitt & Goodson Inc. | 0.00% | No change | 401 | $8K |
| CNB Bank | 0.00% | No change | 400 | $8K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 382 | $8K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -4.1% | 372 | $8K |
| Triumph Capital Management | 0.00% | Reduce -51.9% | 378 | $8K |
| St Germain D J Co. Inc. | 0.00% | Add +52.4% | 378 | $8K |
| JPL Wealth Management, LLC | 0.00% | Add +8.4% | 372 | $7K |
| Turim 21 Investimentos Ltda. | 0.00% | No change | 354 | $7K |
| Fairman Group, LLC | 0.01% | No change | 352 | $7K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -20.5% | 345 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 345 | $7K |
| IMA Advisory Services, Inc. | 0.00% | Add +42.5% | 342 | $7K |
| Silicon Valley Capital Partners | 0.00% | Add +676.7% | 334 | $7K |
| Montag A & Associates Inc. | 0.00% | No change | 310 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 6,147 | $6K |
| Acumen Wealth Advisors, LLC | 0.00% | Reduce -35.5% | 304 | $6K |
| MidFirst Bank | 0.00% | No change | 301 | $6K |
| Horizon Financial Services, LLC | 0.00% | New | 285 | $6K |
| Archer Investment Corp | 0.00% | No change | 285 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -47.6% | 284 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 280 | $6K |
| Wellington-Altus USA Inc. | 0.00% | No change | 260 | $5K |
| Essential Partners LLC | 0.00% | No change | 268 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -51.6% | 264 | $5K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -83.9% | 250 | $5K |
| Tompkins Financial Corp. | 0.00% | No change | 250 | $5K |
| Deutsche Bank AG | 0.00% | Reduce -98.0% | 234 | $5K |
| Markowski Investments | 0.00% | — | 231 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 229 | $5K |
| Motco | 0.00% | Add +110.5% | 221 | $4K |
| Sittner & Nelson, LLC | 0.00% | Add +118.0% | 218 | $4K |
| JDM Financial Group LLC | 0.00% | No change | 205 | $4K |
| Smithfield Trust Co | 0.00% | No change | 220 | $4K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 196 | $4K |
| Abound Wealth Management | 0.00% | No change | 190 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 165 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 160 | $3K |
| Granite FO LLC | 0.00% | No change | 160 | $3K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 160 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | Reduce -22.1% | 159 | $3K |
| West Paces Advisors Inc. | 0.00% | New | 159 | $3K |
| Synergy Investment Management, LLC | 0.00% | New | 135 | $3K |
| Wiser Advisor Group LLC | 0.00% | No change | 151 | $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 |
| Dunhill Financial, LLC | 0.00% | Add +4.2% | 123 | $2K |
| American Capital Advisory, LLC | 0.00% | Reduce -56.3% | 122 | $2K |
| Tidemark, LLC | 0.00% | New | 121 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 115 | $2K |
| YANKCOM Partnership | 0.00% | No change | 115 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 115 | $2K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -12.3% | 107 | $2K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.0% | 101 | $2K |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 100 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 100 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 100 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 100 | $2K |
| Avion Wealth | 0.00% | No change | 131 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 98 | $2K |
| MV Capital Management, Inc. | 0.00% | Reduce -64.8% | 95 | $2K |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 90 | $2K |
| Heritage Wealth Advisors | 0.00% | No change | 90 | $2K |
| Marshall Investment Management, LLC | 0.00% | New | 88 | $2K |
| Allied Private Wealth LLC | 0.00% | — | 80 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 80 | $2K |
| Byrne Asset Management LLC | 0.00% | No change | 80 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -25.9% | 80 | $2K |
| Stone House Investment Management, LLC | 0.00% | No change | 80 | $2K |
| Highland Investment Advisors LLC | 0.00% | — | 77 | $2K |
| Godsey & Gibb, Inc. | 0.00% | No change | 75 | $2K |
| Southern Michigan Bank & Trust | 0.00% | No change | 68 | $1K |
| NFSG Corp | 0.00% | Add +1.4% | 71 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -89.4% | 56 | $1K |
| Mascoma Wealth Management LLC | 0.00% | New | 55 | $1K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 50 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 50 | $1K |
| Monetary Solutions, Ltd | 0.00% | New | 49 | $983 |
| Noble Wealth Management PBC | 0.00% | New | 47 | $943 |
| IFG Advisory, LLC | 0.00% | New | 45 | $903 |
| Webster Bank, N. A. | 0.00% | New | 43 | $863 |
| Breakwater Investment Management | 0.00% | New | 42 | $843 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 40 | $802 |
| Downshift Financial, LLC | 0.00% | New | 38 | $762 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 37 | $753 |
| Copia Wealth Management | 0.00% | New | 36 | $722 |
| Mosley Wealth Management | 0.00% | New | 34 | $682 |
| Kingdom Financial Group LLC. | 0.00% | Reduce -16.7% | 30 | $606 |
| Trust Co | 0.00% | No change | 27 | $542 |
| N.E.W. Advisory Services LLC | 0.00% | New | 25 | $502 |
| Richardson Financial Services Inc. | 0.00% | Reduce -98.9% | 20 | $401 |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 17 | $342 |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.6% | 15 | $301 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 10 | $203 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 10 | $200 |
| Nvwm, LLC | 0.00% | Reduce -98.9% | 9 | $181 |
| Atwood & Palmer Inc. | 0.00% | New | 5 | $101 |
| Financial Gravity Companies, Inc. | 0.00% | — | 1 | $20 |
| 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.