SUMITOMO MITSUI TRUST GROUP - SUTNY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GREAT LAKES ADVISORS, LLC | History | Added to | 470,227 | 2,529 | 0.02% | 0.02% | 1 | +36,803 | 8.49% | Q2 2025 | Aug 11, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 384,785 | 2,070 | 0.03% | — | 2 | +384,785 | New | Q2 2025 | Aug 04, 2025 |
| NBC SECURITIES, INC. | History | New | 90,799 | 482 | 0.04% | — | 3 | +90,799 | New | Q2 2025 | Jul 08, 2025 |
| CHICAGO TRUST Co NA | History | New | 73,021 | 388 | 0.05% | — | 4 | +73,021 | New | Q2 2025 | Jul 14, 2025 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 57,737 | 306 | 0.0% | 0.0% | 5 | +2,785 | 5.07% | Q2 2025 | Jul 25, 2025 |
| RHUMBLINE ADVISERS | History | Reduced | 40,485 | 217 | 0.0% | 0.0% | 6 | -1,379 | -3.29% | Q2 2025 | Aug 12, 2025 |
| Brooklyn Investment Group | History | New | 12,453 | 66 | 0.01% | — | 7 | +12,453 | New | Q2 2025 | Aug 14, 2025 |
| GAMMA Investing LLC | History | New | 6,223 | 33 | 0.0% | — | 8 | +6,223 | New | Q2 2025 | Jul 14, 2025 |
| Salomon & Ludwin, LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q2 2025 | Jul 29, 2025 |