SUMITOMO MITSUI FINANCIAL GROUP, INC. - SMFG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History No change 25,112,524 592,153 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 13,937,223 328,639 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 10,814,662 255,009 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 7,854,802 185,216 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 07, 2026
Fisher Asset Management, LLC History No change 6,291,379 148,350 0.04% 0.04% 5 0 0.0% Q2 2026 Aug 04, 2026
NORTHERN TRUST CORP History No change 6,158,454 145,216 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 13, 2026
Clark Capital Management Group, Inc. History No change 3,831,212 90,339 0.49% 0.49% 7 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN CENTURY COMPANIES INC History No change 3,493,982 82,388 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 3,127,125 81,023 0.01% 0.01% 9 -12,577 -0.4% Q3 2026 Nov 04, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,263,530 53,372 0.01% 0.01% 10 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 2,146,202 50,607 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 2,143,555 50,545 0.06% 0.06% 12 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,781,736 42,013 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 1,599,915 41,453 0.49% 0.49% 14 -109,785 -6.42% Q3 2026 Oct 05, 2026
Capital Wealth Planning, LLC History No change 1,659,962 39,141 0.2% 0.2% 15 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,525,928 36,179 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 12, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 1,392,610 32,837 0.36% 0.36% 17 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,340,654 31,612 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,244,470 29,344 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 1,233,914 29,095 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,141,000 26,904 0.0% 0.0% 21 0 0.0% Q2 2026 Sep 02, 2026
Creative Planning History Added to 954,982 24,743 0.01% 0.01% 22 +71,325 8.07% Q3 2026 Nov 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,033,683 24,374 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 1,023,572 24,135 0.03% 0.03% 24 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 1,022,557 24,111 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 03, 2026
Calamos Advisors LLC History Reduced 799,550 20,716 0.06% 0.06% 26 -3,186 -0.4% Q3 2026 Nov 02, 2026
NATIXIS ADVISORS, LLC History No change 812,854 19,167 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 791,559 18,664 0.09% 0.09% 28 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 781,157 18,419 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 765,357 18,046 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 733,542 17,296 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
CCM INVESTMENT ADVISERS LLC History No change 677,598 15,977 1.24% 1.24% 32 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 628,286 14,814 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
ANDERSON HOAGLAND & CO History Reduced 601,549 14,491 1.11% 1.33% 34 -115,469 -16.1% Q3 2026 Oct 23, 2026
Pathstone Holdings, LLC History No change 597,092 14,084 0.04% 0.04% 35 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History Reduced 539,085 13,628 0.02% 0.02% 36 -1,186 -0.22% Q3 2026 Nov 04, 2026
STIFEL FINANCIAL CORP History No change 570,629 13,455 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 12, 2026
Ethic Inc. History Added to 475,546 12,321 0.14% 0.14% 38 +13,972 3.03% Q3 2026 Nov 03, 2026
LPL Financial LLC History No change 500,370 11,798 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 493,964 11,647 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History Reduced 444,318 11,512 0.15% 0.15% 41 -32,225 -6.76% Q3 2026 Oct 21, 2026
BANK OF MONTREAL /CAN/ History No change 486,147 11,463 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 478,697 11,288 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 468,247 11,128 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 04, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 456,612 10,766 0.04% 0.04% 45 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 450,625 10,625 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Ramirez Asset Management, Inc. History No change 446,780 10,535 1.1% 1.1% 47 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 439,633 10,366 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 437,164 10,308 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History Added to 382,038 9,898 0.02% 0.01% 50 +64,786 20.42% Q3 2026 Oct 21, 2026
FEDERATED HERMES, INC. History No change 414,866 9,782 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 408,740 9,638 0.08% 0.08% 52 0 0.0% Q2 2026 Sep 23, 2026
Moran Wealth Management, LLC History Added to 347,144 8,994 0.25% 0.22% 53 +10,178 3.02% Q3 2026 Oct 22, 2026
&PARTNERS History No change 366,043 8,637 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 14, 2026
EAGLE GLOBAL ADVISORS LLC History No change 320,000 8,291 0.27% 0.25% 55 0 0.0% Q3 2026 Nov 02, 2026
US BANCORP \DE\ History No change 329,155 7,761 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 12, 2026
ALLIANZ SE History No change 324,970 7,662 0.08% 0.08% 57 0 0.0% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History Added to 288,665 7,479 0.06% 0.07% 58 +40,504 16.32% Q3 2026 Oct 28, 2026
QUADRANT CAPITAL GROUP LLC History Added to 281,549 7,097 0.19% 0.18% 59 +825 0.29% Q3 2026 Oct 20, 2026
Cetera Investment Advisers History No change 288,600 6,805 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 12, 2026
AUGUSTINE ASSET MANAGEMENT INC History Reduced 259,581 6,725 1.45% 1.25% 61 -2,936 -1.12% Q3 2026 Oct 13, 2026
Gradient Investments LLC History Reduced 244,002 6,322 0.09% 0.08% 62 -7,339 -2.92% Q3 2026 Oct 08, 2026
Callan Family Office, LLC History No change 266,254 6,278 0.12% 0.12% 63 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History Reduced 240,741 6,237 0.0% 0.0% 64 -1,305 -0.54% Q3 2026 Nov 04, 2026
SIGNATUREFD, LLC History Added to 238,583 6,181 0.08% 0.07% 65 +3,031 1.29% Q3 2026 Oct 23, 2026
Vident Advisory, LLC History No change 260,095 6,133 0.04% 0.04% 66 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 258,736 6,100 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 07, 2026
FACTORY MUTUAL INSURANCE CO History No change 230,432 5,970 0.05% 0.05% 68 0 0.0% Q3 2026 Oct 29, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 252,927 5,964 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 249,596 5,909 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Calamos Wealth Management LLC History Added to 226,944 5,880 0.17% 0.15% 71 +20,566 9.97% Q3 2026 Nov 02, 2026
HighTower Advisors, LLC History No change 249,369 5,880 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 238,293 5,618 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 06, 2026
Laird Norton Wetherby Trust Company, LLC History No change 231,955 5,536 0.11% 0.11% 74 0 0.0% Q2 2026 Aug 14, 2026
Gilman Hill Asset Management, LLC History Added to 212,179 5,497 0.77% 0.68% 75 +609 0.29% Q3 2026 Oct 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 211,424 4,985 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Personalized Indexing Management, LLC History No change 204,401 4,819 0.04% 0.04% 77 0 0.0% Q2 2026 Aug 11, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 196,100 4,624 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 14, 2026
Triasima Portfolio Management inc. History New 176,975 4,585 0.6% — 79 +176,975 New Q3 2026 Oct 15, 2026
FIRST TRUST ADVISORS LP History No change 188,474 4,444 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 11, 2026
PARK AVENUE SECURITIES LLC History Added to 166,375 4,311 0.03% 0.02% 81 +649 0.39% Q3 2026 Oct 26, 2026
JONES FINANCIAL COMPANIES LLLP History No change 173,711 4,139 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 175,094 4,128 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 19, 2026
Naviter Wealth, LLC History No change 172,721 4,120 0.37% 0.37% 84 0 0.0% Q2 2026 Aug 07, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 163,993 3,866 1.21% 1.21% 85 0 0.0% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History No change 162,467 3,830 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 146,693 3,800 0.07% 0.06% 87 -2,206 -1.48% Q3 2026 Oct 23, 2026
Neuberger Berman Group LLC History No change 159,544 3,762 0.0% 0.0% 88 0 0.0% Q2 2026 Oct 27, 2026
DJE Kapital AG History No change 94,049 3,674 0.07% 0.07% 89 0 0.0% Q2 2026 Aug 04, 2026
Nuveen, LLC History No change 155,052 3,656 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 11, 2026
Caprock Group, LLC History No change 149,157 3,559 0.07% 0.07% 91 0 0.0% Q2 2026 Jul 27, 2026
BAROMETER CAPITAL MANAGEMENT INC. History No change 143,600 3,386 0.94% 0.94% 92 0 0.0% Q2 2026 Aug 12, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 130,013 3,368 0.4% 0.39% 93 -8,741 -6.3% Q3 2026 Oct 30, 2026
Pekin Hardy Strauss, Inc. History Added to 129,725 3,361 0.3% 0.26% 94 +3,350 2.65% Q3 2026 Nov 02, 2026
Advisors Asset Management, Inc. History No change 141,675 3,340 0.05% 0.05% 95 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 139,625 3,292 0.05% 0.05% 96 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 137,775 3,248 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 134,555 3,172 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History Reduced 120,094 3,111 0.03% 0.03% 99 -11,660 -8.85% Q3 2026 Oct 29, 2026
Prospera Financial Services Inc History Added to 127,365 3,082 0.04% 0.01% 100 +91,800 258.12% Q3 2026 Nov 04, 2026
Diversify Advisory Services, LLC History Added to 122,379 3,030 0.05% 0.05% 101 +5,988 5.14% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 122,379 3,030 0.05% 0.05% 102 +5,988 5.14% Q3 2026 Oct 20, 2026
BTC Capital Management, Inc. History No change 127,667 3,010 0.18% 0.18% 103 0 0.0% Q2 2026 Jul 16, 2026
RHUMBLINE ADVISERS History No change 123,552 2,913 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 123,073 2,902 0.08% 0.08% 105 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Wealth History No change 112,556 2,656 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
Aaron Wealth Advisors LLC History Added to 102,127 2,646 0.13% 0.12% 107 +665 0.66% Q3 2026 Oct 13, 2026
Orion Porfolio Solutions, LLC History No change 111,339 2,625 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 109,279 2,576 0.01% 0.01% 109 0 0.0% Q2 2026 Jul 17, 2026
Ninepoint Partners LP History No change 106,929 2,521 0.19% 0.19% 110 0 0.0% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 97,220 2,518 0.01% 0.01% 111 +1,416 1.48% Q3 2026 Nov 04, 2026
Rockefeller Capital Management L.P. History No change 106,210 2,504 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
CIBC Asset Management Inc History No change 102,614 2,332 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 03, 2026
Vestmark Advisory Solutions, Inc. History No change 97,721 2,304 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 95,045 2,241 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 27, 2026
Capricorn Fund Managers Ltd History New 84,500 2,189 0.21% — 116 +84,500 New Q3 2026 Nov 03, 2026
PRINCIPAL SECURITIES, INC. History No change 92,822 2,188 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 92,438 2,179 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 14, 2026
Dorsey Wright & Associates History No change 91,502 2,157 0.37% 0.37% 119 0 0.0% Q2 2026 Aug 06, 2026
CHOREO, LLC History Added to 82,864 2,147 0.02% 0.02% 120 +1,469 1.8% Q3 2026 Oct 28, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 79,648 2,063 0.03% 0.04% 121 -1,137 -1.41% Q3 2026 Nov 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 103,811 2,050 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 86,657 2,043 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 03, 2026
SIMPLEX TRADING, LLC History Added to 78,600 2,036 0.0% 0.0% 124 +75,100 2145.71% Q3 2026 Nov 04, 2026
Alphadyne Asset Management LP History No change 82,753 1,951 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 82,093 1,935 0.02% 0.02% 126 0 0.0% Q2 2026 Jul 17, 2026
HRT FINANCIAL LP History No change 81,755 1,927 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 78,578 1,853 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 04, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 70,570 1,828 0.13% 0.07% 129 -3,300 -4.47% Q3 2026 Nov 04, 2026
Dorsey & Whitney Trust CO LLC History No change 77,486 1,827 0.09% 0.09% 130 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 76,040 1,802 0.06% 0.06% 131 0 0.0% Q2 2026 Aug 12, 2026
Redhawk Wealth Advisors, Inc. History Reduced 69,523 1,801 0.18% 0.17% 132 -3,758 -5.13% Q3 2026 Oct 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 76,206 1,796 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
Sivia Capital Partners, LLC History No change 75,546 1,781 0.22% 0.22% 134 0 0.0% Q2 2026 Jul 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 67,154 1,699 0.0% 0.0% 135 +16,367 32.23% Q3 2026 Oct 13, 2026
FRANKLIN RESOURCES INC History No change 70,456 1,661 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
1832 Asset Management L.P. History No change 67,070 1,581 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 66,638 1,571 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 65,517 1,544 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 65,381 1,541 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 29, 2026
Integrated Quantitative Investments LLC History No change 65,381 1,541 0.25% 0.25% 141 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Added to 59,099 1,531 0.02% 0.02% 142 +961 1.65% Q3 2026 Nov 03, 2026
Themes Management Co LLC History Added to 58,999 1,528 1.01% 0.65% 143 +17,249 41.31% Q3 2026 Oct 29, 2026
Farther Finance Advisors, LLC History Added to 57,202 1,482 0.01% 0.01% 145 +5,078 9.74% Q3 2026 Oct 08, 2026
Atria Investments, Inc History Reduced 57,212 1,482 0.01% 0.01% 144 -3,944 -6.45% Q3 2026 Oct 15, 2026
Global Retirement Partners, LLC History No change 62,091 1,464 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 60,949 1,437 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History Added to 54,854 1,421 0.01% 0.01% 148 +3,191 6.18% Q3 2026 Oct 23, 2026
Dynasty Wealth Management, LLC History No change 59,684 1,407 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 57,660 1,359 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 11, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 50,592 1,310 0.01% 0.02% 152 -19,514 -27.83% Q3 2026 Oct 27, 2026
PDS Planning, Inc History Reduced 50,565 1,310 0.07% 0.07% 151 -76 -0.15% Q3 2026 Nov 03, 2026
AdvisorShares Investments LLC History No change 54,800 1,292 0.16% 0.16% 153 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History Added to 48,846 1,265 0.0% 0.0% 154 +2,303 4.95% Q3 2026 Oct 30, 2026
GAMMA Investing LLC History Added to 46,371 1,201 0.04% 0.04% 155 +3,942 9.29% Q3 2026 Oct 08, 2026
Legacy Wealth Asset Management, LLC History Added to 46,286 1,199 0.26% 0.21% 156 +5,139 12.49% Q3 2026 Oct 08, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 50,386 1,188 0.02% 0.02% 157 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 54,021 1,181 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History Added to 45,374 1,175 0.1% 0.09% 159 +1,525 3.48% Q3 2026 Oct 01, 2026
Summit Financial, LLC History No change 48,673 1,160 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 12, 2026
LOUISBOURG INVESTMENTS INC. History No change 44,652 1,156 0.21% 0.19% 161 0 0.0% Q3 2026 Oct 20, 2026
Limestone Investment Advisors LP History No change 47,905 1,129 0.08% 0.08% 162 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 42,640 1,104 0.02% 0.02% 163 -16,379 -27.75% Q3 2026 Oct 15, 2026
Storgate, LLC History No change 46,764 1,102 0.23% 0.23% 164 0 0.0% Q2 2026 Aug 12, 2026
Ellevest, Inc. History No change 45,842 1,077 0.13% 0.13% 165 0 0.0% Q2 2026 Aug 10, 2026
GLENMEDE TRUST CO NA History No change 44,436 1,047 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 10, 2026
Dakota Wealth Management History No change 44,373 1,046 0.02% 0.02% 167 0 0.0% Q2 2026 Aug 07, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 40,297 1,044 0.0% 0.0% 168 +2,975 7.97% Q3 2026 Oct 30, 2026
Checchi Capital Advisers, LLC History No change 43,997 1,034 0.05% 0.05% 169 0 0.0% Q2 2026 Aug 04, 2026
Kathmere Capital Management, LLC History Added to 38,385 994 0.05% 0.04% 170 +4,084 11.91% Q3 2026 Oct 20, 2026
Lido Advisors, LLC History Added to 38,254 991 0.0% 0.0% 171 +3,546 10.22% Q3 2026 Nov 04, 2026
Arax Advisory Partners History No change 41,927 988 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 10, 2026
Venturi Wealth Management, LLC History No change 41,855 986 0.04% 0.04% 173 0 0.0% Q2 2026 Jul 20, 2026
SYON CAPITAL LLC History No change 41,381 975 0.04% 0.04% 174 0 0.0% Q2 2026 Aug 14, 2026
Flatrock Wealth Partners LLC History No change 40,757 972 0.38% 0.38% 175 0 0.0% Q2 2026 Aug 14, 2026
Abel Hall, LLC History Added to 36,553 947 0.17% 0.15% 176 +62 0.17% Q3 2026 Oct 19, 2026
NewEdge Wealth, LLC History No change 39,951 942 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 10, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History New 36,270 939 0.04% — 178 +36,270 New Q3 2026 Oct 26, 2026
Cordatus Wealth Management LLC History Added to 35,806 927 0.21% 0.18% 179 +637 1.81% Q3 2026 Oct 19, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 36,691 871 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 36,899 870 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
SAGE RHINO CAPITAL LLC History Reduced 32,985 854 0.14% 0.13% 183 -1,105 -3.24% Q3 2026 Oct 27, 2026
Merit Financial Group, LLC History No change 36,244 854 0.01% 0.01% 182 0 0.0% Q2 2026 Jul 20, 2026
MATHER GROUP, LLC. History Added to 32,752 848 0.01% 0.01% 184 +91 0.28% Q3 2026 Oct 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 32,708 847 0.01% 0.01% 185 +1,964 6.39% Q3 2026 Oct 22, 2026
BAILARD, INC. History Reduced 32,395 839 0.02% 0.02% 186 -2,895 -8.2% Q3 2026 Oct 13, 2026
RNC CAPITAL MANAGEMENT LLC History No change 35,379 834 0.03% 0.03% 187 0 0.0% Q2 2026 Aug 06, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 34,759 819 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History Added to 32,298 817 0.0% — 189 +32,292 538200.0% Q3 2026 Oct 16, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 31,265 810 0.25% 0.23% 190 -430 -1.36% Q3 2026 Oct 19, 2026
SmartHarvest Portfolios, LLC History Added to 31,178 807 0.31% 0.23% 191 +1,402 4.71% Q3 2026 Oct 26, 2026
Jefferies Financial Group Inc. History No change 33,526 790 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 17, 2026
Bleakley Financial Group, LLC History No change 32,905 775 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 05, 2026
WESTWOOD HOLDINGS GROUP INC History No change 32,798 773 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 29,496 764 0.07% 0.07% 195 -3,369 -10.25% Q3 2026 Oct 27, 2026
LAZARD ASSET MANAGEMENT LLC History No change 31,503 742 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 14, 2026
Trust Point Inc. History Added to 28,373 735 0.06% 0.05% 197 +2,936 11.54% Q3 2026 Oct 27, 2026
GeoWealth Management, LLC History No change 30,744 724 0.02% 0.02% 198 0 0.0% Q2 2026 Jul 30, 2026
Burns Matteson Capital Management, LLC History Added to 27,457 711 0.25% 0.2% 199 +147 0.54% Q3 2026 Oct 16, 2026
Traveka Wealth, LLC History Added to 27,154 703 0.22% 0.21% 200 +524 1.97% Q3 2026 Oct 19, 2026
Calydon Capital History No change 29,475 695 0.1% 0.1% 201 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 29,009 684 0.04% 0.04% 202 0 0.0% Q2 2026 Aug 04, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 28,651 679 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 13, 2026
Chevy Chase Trust Holdings, LLC History No change 28,562 673 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History Added to 25,696 665 0.0% 0.0% 205 +7,721 42.95% Q3 2026 Nov 02, 2026
Jain Global LLC History No change 28,102 662 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 14, 2026
CHANNING GLOBAL ADVISORS, LLC History Reduced 24,979 647 0.34% 0.31% 208 -534 -2.09% Q3 2026 Nov 03, 2026
Bridgewater Advisors Inc. History No change 25,657 647 0.04% 0.04% 207 0 0.0% Q2 2026 Aug 05, 2026
Valeo Financial Advisors, LLC History Added to 24,678 639 0.01% 0.01% 210 +2,485 11.2% Q3 2026 Oct 08, 2026
SHELTON CAPITAL MANAGEMENT History No change 27,125 639 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 14, 2026
Five Oceans Advisors History No change 24,405 632 0.24% 0.18% 211 0 0.0% Q3 2026 Oct 22, 2026
MGO ONE SEVEN LLC History Reduced 24,306 629 0.01% 0.01% 212 -201 -0.82% Q3 2026 Oct 28, 2026
J.Safra Asset Management Corp History Added to 24,118 624 0.03% 0.02% 213 +3,416 16.5% Q3 2026 Nov 03, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 23,874 618 0.0% — 214 +23,874 New Q3 2026 Oct 28, 2026
Entropy Technologies, LP History No change 25,309 596 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 13, 2026
Aprio Wealth Management, LLC History Added to 22,998 595 0.03% 0.03% 216 +784 3.53% Q3 2026 Oct 28, 2026
FLOW TRADERS U.S. LLC History No change 25,010 590 0.02% 0.02% 217 0 0.0% Q2 2026 Aug 14, 2026
55 North Private Wealth, LLC History Added to 22,758 589 0.11% 0.1% 218 +994 4.57% Q3 2026 Oct 20, 2026
Frec Markets, Inc. History No change 24,538 578 0.05% 0.05% 219 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History Added to 22,087 572 0.0% 0.0% 220 +3,751 20.46% Q3 2026 Nov 03, 2026
Rose Capital Advisors LLC History New 21,962 569 0.14% — 221 +21,962 New Q3 2026 Nov 04, 2026
Integrated Wealth Concepts LLC History No change 23,945 564 0.0% 0.0% 222 0 0.0% Q2 2026 Sep 08, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 23,919 564 0.03% 0.03% 223 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History Added to 21,714 562 0.0% 0.0% 224 +1,573 7.81% Q3 2026 Oct 16, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 23,514 560 0.1% 0.1% 225 0 0.0% Q2 2026 Jul 21, 2026
EntryPoint Capital, LLC History No change 23,684 558 0.14% 0.14% 226 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 23,250 548 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 11, 2026
SEEDS INVESTOR LLC History No change 23,155 545 0.06% 0.06% 228 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 22,540 531 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 14, 2026
71 West Capital Partners History Reduced 20,303 526 0.02% 0.02% 230 -94 -0.46% Q3 2026 Nov 04, 2026
Prime Capital Investment Advisors, LLC History Added to 20,189 523 0.01% 0.0% 231 +303 1.52% Q3 2026 Oct 20, 2026
BRIGHTON JONES LLC History Added to 20,111 521 0.01% 0.01% 232 +936 4.88% Q3 2026 Nov 03, 2026
GC Wealth Management RIA, LLC History Reduced 19,737 511 0.02% 0.04% 233 -8,056 -28.99% Q3 2026 Nov 02, 2026
Basecamp Wealth Advisors LLC History No change 21,689 511 0.1% 0.1% 234 0 0.0% Q2 2026 Aug 14, 2026
West Family Investments, Inc. History No change 21,215 500 0.14% 0.14% 235 0 0.0% Q2 2026 Aug 10, 2026
Abacus Wealth Partners, LLC History Added to 19,277 499 0.06% 0.05% 236 +399 2.11% Q3 2026 Nov 03, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 20,073 479 0.07% 0.07% 237 0 0.0% Q2 2026 Aug 07, 2026
EWA, LLC History No change 20,065 473 0.09% 0.09% 238 0 0.0% Q2 2026 Jul 14, 2026
First Affirmative Financial Network History New 18,008 466 0.1% — 239 +18,008 New Q3 2026 Oct 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 17,929 464 0.0% 0.0% 240 +1,126 6.7% Q3 2026 Nov 02, 2026
Ascent Group, LLC History Added to 17,665 457 0.01% 0.01% 242 +233 1.34% Q3 2026 Oct 30, 2026
Optas, LLC History No change 19,385 457 0.06% 0.06% 241 0 0.0% Q2 2026 Jul 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 17,374 450 0.01% 0.01% 243 +1,898 12.26% Q3 2026 Oct 27, 2026
ANCHYRA PARTNERS LLC History Added to 17,135 443 0.09% 0.09% 244 +1,961 12.92% Q3 2026 Oct 13, 2026
ATLAS CAPITAL ADVISORS INC. History No change 18,547 437 0.05% 0.05% 245 0 0.0% Q2 2026 Aug 13, 2026
New Republic Capital, LLC History No change 18,146 427 0.1% 0.1% 246 0 0.0% Q2 2026 Jul 31, 2026
Modern Wealth Management, LLC History No change 18,002 424 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 13, 2026
RIVERSEDGE ADVISORS, LLC History Added to 16,266 421 0.05% 0.05% 248 +1,330 8.9% Q3 2026 Oct 09, 2026
Greenspring Advisors, LLC History No change 17,783 419 0.02% 0.02% 249 0 0.0% Q2 2026 Aug 11, 2026
Independent Advisor Alliance History No change 17,674 416 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 12, 2026
Net Worth Advisory Group History Reduced 16,112 407 0.1% 0.13% 251 -6,101 -27.47% Q3 2026 Oct 19, 2026
Athena Wealth Management, LLC History Added to 15,457 400 0.29% 0.27% 252 +79 0.51% Q3 2026 Oct 09, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 16,388 386 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 23, 2026
Csenge Advisory Group History Added to 14,689 380 0.02% 0.01% 254 +167 1.15% Q3 2026 Nov 04, 2026
Graham Capital Management, L.P. History No change 16,039 378 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 14, 2026
Canopy Partners, LLC History No change 14,626 378 0.11% 0.1% 256 0 0.0% Q3 2026 Oct 28, 2026
Walkner Condon Financial Advisors LLC History Added to 14,540 376 0.04% 0.04% 257 +283 1.98% Q3 2026 Oct 30, 2026
Empowered Funds, LLC History No change 15,802 372 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History Added to 14,226 368 0.0% 0.0% 259 +1,003 7.59% Q3 2026 Oct 23, 2026
UMB Bank, n.a. History No change 15,504 365 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History Reduced 13,870 359 0.01% 0.01% 261 -3,155 -18.53% Q3 2026 Oct 23, 2026
Cromwell Holdings LLC History No change 13,841 358 0.16% 0.15% 262 0 0.0% Q3 2026 Oct 28, 2026
Carter Financial Group, INC. History New 13,777 356 0.18% — 263 +13,777 New Q3 2026 Oct 21, 2026
Transamerica Financial Advisors, LLC History No change 15,076 355 0.03% 0.03% 264 0 0.0% Q2 2026 Aug 14, 2026
Mattson Financial Services, LLC History No change 13,694 353 0.07% 0.07% 265 0 0.0% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History Added to 13,569 351 0.01% 0.01% 266 +1,184 9.56% Q3 2026 Nov 04, 2026
Beacon Pointe Advisors, LLC History No change 14,799 348 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 18, 2026
Choate Investment Advisors History No change 14,642 345 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 11, 2026
HUB Investment Partners, LLC History Added to 13,075 338 0.01% 0.0% 269 +1,796 15.92% Q3 2026 Nov 03, 2026
StoneX Group Inc. History New 12,877 333 0.01% — 271 +12,877 New Q3 2026 Nov 03, 2026
STATE STREET CORP History No change 13,954 333 0.0% 0.0% 270 0 0.0% Q2 2026 Sep 22, 2026
ACORN CREEK CAPITAL LLC History No change 14,059 331 0.11% 0.11% 272 0 0.0% Q2 2026 Aug 06, 2026
BSW Wealth Partners History No change 13,993 329 0.04% 0.04% 273 0 0.0% Q2 2026 Jul 15, 2026
Sterling Capital Management LLC History Reduced 12,670 328 0.01% 0.01% 274 -4,690 -27.02% Q3 2026 Oct 22, 2026
Cresset Asset Management, LLC History No change 13,764 328 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 13,845 326 0.0% 0.0% 276 0 0.0% Q2 2026 Sep 23, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 13,611 320 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 07, 2026
MAI Capital Management History No change 13,484 319 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 14, 2026
Intergy Private Wealth, LLC History Reduced 12,216 316 0.07% 0.07% 279 -1,088 -8.18% Q3 2026 Oct 16, 2026
Gallacher Capital Management LLC History Reduced 12,180 315 0.26% 0.26% 280 -7,533 -38.21% Q3 2026 Oct 29, 2026
Fund Advisors of America Inc/FL History No change 13,299 313 0.28% 0.28% 281 0 0.0% Q2 2026 Aug 11, 2026
Wedmont Private Capital History Added to 12,269 310 0.01% 0.01% 282 +158 1.3% Q3 2026 Oct 09, 2026
CHILTON INVESTMENT CO INC. History No change 13,124 309 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 14, 2026
Syverson Strege & Co History Reduced 11,914 308 0.07% 0.06% 284 -75 -0.63% Q3 2026 Nov 02, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 11,540 299 0.0% 0.0% 285 -911 -7.32% Q3 2026 Nov 02, 2026
XXI WEALTH, LLC History Added to 11,435 296 0.12% 0.12% 287 +631 5.84% Q3 2026 Oct 22, 2026
Brown Financial Advisors History No change 12,577 296 0.1% 0.1% 286 0 0.0% Q2 2026 Aug 26, 2026
Brucke Financial, Inc. History Added to 11,383 294 0.12% 0.12% 288 +168 1.5% Q3 2026 Oct 23, 2026
Steward Partners Investment Advisory, LLC History No change 12,438 293 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 12,285 289 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 06, 2026
Pure Financial Advisors, LLC History No change 12,223 288 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 14, 2026
Keebeck Wealth Management History No change 12,176 288 0.03% 0.03% 292 0 0.0% Q2 2026 Aug 11, 2026
Perigon Wealth Management, LLC History Reduced 10,991 284 0.0% 0.0% 293 -227 -2.02% Q3 2026 Oct 22, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 10,957 283 0.0% 0.0% 294 0 0.0% Q3 2026 Oct 22, 2026
Keel Point, LLC History No change 11,952 281 0.02% 0.02% 295 0 0.0% Q2 2026 Aug 14, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 11,877 280 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 10,756 278 0.01% 0.01% 297 -593 -5.23% Q3 2026 Oct 26, 2026
LVW Advisors, LLC History Added to 10,666 276 0.02% 0.02% 298 +1,534 16.8% Q3 2026 Oct 19, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 10,496 271 0.03% 0.02% 299 +1,919 22.37% Q3 2026 Oct 13, 2026
Coastal Bridge Advisors, LLC History No change 11,407 268 0.02% 0.02% 300 0 0.0% Q2 2026 Aug 17, 2026