Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

SUMITOMO MITSUI FINANCIAL GROUP, INC.

CIK 0001022837SMFGSMFNF· quarter ending 2026-06-30

Shares outstanding

3,827,498,140

as of 2026-03-31 · 20-F cover page, filed 2026-06-26

Held by 13F filers

134,029,682

3.5% of shares outstanding

Holders

463

+17 vs 2026-03-31 · 65 new, 48 exited

Value

$3.2B

shares +8.3% vs prior quarter

Share classes (cover page of the 20-F filed 2026-06-26, as of 2026-03-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	SMFG · NYSE	3,827,498,140	134,029,682	3.5%	463	86562M209

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	86562M209	SPONSORED ADR	463	134,029,682	3,827,498,140	3.5%	$3.2B	4 call / 3 put	NPORT	holders →
	J7771X109	Common Stocknot common	1	3,886	—	—	$155K	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (250 of 463 · 86562M209)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	MORGAN STANLEY	25,112,524	0.66%	$592.2M	+2,154,153 (+9.4%)
2	FMR LLC	13,937,223	0.36%	$328.6M	+1,367,852 (+10.9%)
3	GOLDMAN SACHS GROUP INC	10,814,662	0.28%	$255.0M	+106,660 (+1.0%)
4	BlackRock, Inc.	7,854,802	0.21%	$185.2M	+173,236 (+2.3%)
5	Fisher Asset Management, LLC	6,291,379	0.16%	$148.4M	+3,094,452 (+96.8%)
6	NORTHERN TRUST CORP	6,158,454	0.16%	$145.2M	-31,201 (-0.5%)
7	Clark Capital Management Group, Inc.	3,831,212	0.10%	$90.3M	+48,813 (+1.3%)
8	AMERICAN CENTURY COMPANIES INC	3,493,982	0.09%	$82.4M	+485,077 (+16.1%)
9	DIMENSIONAL FUND ADVISORS LP	3,139,702	0.08%	$74.0M	+48,961 (+1.6%)
10	ENVESTNET ASSET MANAGEMENT INC	2,263,530	0.06%	$53.4M	+62,246 (+2.8%)
11	WELLS FARGO & COMPANY/MN	2,146,202	0.06%	$50.6M	-14,417 (-0.7%)
12	Quantinno Capital Management LP	2,143,555	0.06%	$50.5M	+527,736 (+32.7%)
13	BANK OF AMERICA CORP /DE/	1,781,736	0.05%	$42.0M	-64,599 (-3.5%)
14	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	1,709,700	0.04%	$40.3M	-1,755 (-0.1%)
15	Capital Wealth Planning, LLC	1,659,962	0.04%	$39.1M	+354,207 (+27.1%)
16	JPMORGAN CHASE & CO	1,525,928	0.04%	$36.2M	+607,613 (+66.2%)
17	CAUSEWAY CAPITAL MANAGEMENT LLC	1,392,610	0.04%	$32.8M	+125,362 (+9.9%)
18	AQR CAPITAL MANAGEMENT LLC	1,340,654	0.04%	$31.6M	+495,432 (+58.6%)
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,244,470	0.03%	$29.3M	+154,723 (+14.2%)
20	RENAISSANCE TECHNOLOGIES LLC	1,023,572	0.03%	$24.1M	-725,700 (-41.5%)
21	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1,022,557	0.03%	$24.1M	+167,958 (+19.7%)
22	Creative Planning	883,657	0.02%	$20.8M	+119,073 (+15.6%)
23	NATIXIS ADVISORS, LLC	812,854	0.02%	$19.2M	+112,960 (+16.1%)
24	Calamos Advisors LLC	802,736	0.02%	$18.9M	+617,456 (+333.3%)
25	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	791,559	0.02%	$18.7M	+50,925 (+6.9%)
26	Bank of New York Mellon Corp	781,157	0.02%	$18.4M	+41,376 (+5.6%)
27	ROYAL BANK OF CANADA	765,357	0.02%	$18.0M	+511,467 (+201.5%)
28	UBS Group AG	733,542	0.02%	$17.3M	+98,275 (+15.5%)
29	ANDERSON HOAGLAND & CO	717,018	0.02%	$16.9M	-8,230 (-1.1%)
30	CCM INVESTMENT ADVISERS LLC	677,598	0.02%	$16.0M	+371,836 (+121.6%)
31	Invesco Ltd.	628,286	0.02%	$14.8M	+5,251 (+0.8%)
32	Pathstone Holdings, LLC	597,092	0.02%	$14.1M	+6,438 (+1.1%)
33	STIFEL FINANCIAL CORP	570,629	0.01%	$13.5M	+10,839 (+1.9%)
34	Allspring Global Investments Holdings, LLC	540,271	0.01%	$13.0M	-34,988 (-6.1%)
35	LPL Financial LLC	500,370	0.01%	$11.8M	+31,577 (+6.7%)
36	Cerity Partners LLC	493,964	0.01%	$11.6M	+19,259 (+4.1%)
37	BANK OF MONTREAL /CAN/	486,147	0.01%	$11.5M	+445,666 (+1100.9%)
38	Mariner, LLC	478,697	0.01%	$11.3M	+43,509 (+10.0%)
39	Crossmark Global Holdings, Inc.	476,543	0.01%	$11.2M	+1,860 (+0.4%)
40	Boston Partners	468,247	0.01%	$11.1M	+31,088 (+7.1%)
41	Ethic Inc.	461,574	0.01%	$10.9M	+59,829 (+14.9%)
42	WESTFIELD CAPITAL MANAGEMENT CO LP	456,612	0.01%	$10.8M	-972 (-0.2%)
43	RAYMOND JAMES FINANCIAL INC	450,625	0.01%	$10.6M	+48,314 (+12.0%)
44	Ramirez Asset Management, Inc.	446,780	0.01%	$10.5M	+43,969 (+10.9%)
45	SEI INVESTMENTS CO	439,633	0.01%	$10.4M	+7,910 (+1.8%)
46	CIBC WORLD MARKET INC.	437,164	0.01%	$10.3M	-15,696 (-3.5%)
47	FEDERATED HERMES, INC.	414,866	0.01%	$9.8M	+1,994 (+0.5%)
48	QRG CAPITAL MANAGEMENT, INC.	408,740	0.01%	$9.6M	+63,087 (+18.3%)
49	&PARTNERS	366,043	0.01%	$8.6M	-474 (-0.1%)
50	Moran Wealth Management, LLC	336,966	0.01%	$7.9M	-67,903 (-16.8%)
51	US BANCORP \DE\	329,155	0.01%	$7.8M	+4,641 (+1.4%)
52	Allianz SE	324,970	0.01%	$7.7M	+103,000 (+46.4%)
53	EAGLE GLOBAL ADVISORS LLC	320,000	0.01%	$7.5M	+26,000 (+8.8%)
54	ASSETMARK, INC	317,252	0.01%	$7.5M	+70,909 (+28.8%)
55	Cetera Investment Advisers	288,600	0.01%	$6.8M	+3,681 (+1.3%)
56	QUADRANT CAPITAL GROUP LLC	280,724	0.01%	$6.6M	-257 (-0.1%)
57	Callan Family Office, LLC	266,254	0.01%	$6.3M	+10,586 (+4.1%)
58	AUGUSTINE ASSET MANAGEMENT INC	262,517	0.01%	$6.2M	-1,721 (-0.7%)
59	Vident Advisory, LLC	260,095	0.01%	$6.1M	+123 (+0.0%)
60	MML INVESTORS SERVICES, LLC	258,736	0.01%	$6.1M	+64,714 (+33.4%)
61	Connor, Clark & Lunn Investment Management Ltd.	252,927	0.01%	$6.0M	+155,724 (+160.2%)
62	Gradient Investments LLC	251,341	0.01%	$5.9M	+14,577 (+6.2%)
63	AMERIPRISE FINANCIAL INC	249,596	0.01%	$5.9M	+14,306 (+6.1%)
64	HighTower Advisors, LLC	249,369	0.01%	$5.9M	-24,385 (-8.9%)
65	Vise Technologies, Inc.	248,161	0.01%	$5.9M	+39,454 (+18.9%)
66	CITIGROUP INC	242,046	0.01%	$5.7M	+13,658 (+6.0%)
67	Russell Investments Group, Ltd.	238,293	0.01%	$5.6M	+45,157 (+23.4%)
68	SIGNATUREFD, LLC	235,552	0.01%	$5.6M	+10,858 (+4.8%)
69	Laird Norton Wetherby Trust Company, LLC	231,955	0.01%	$5.5M	-3,615 (-1.5%)
70	FACTORY MUTUAL INSURANCE CO	230,432	0.01%	$5.4M	—
71	Gilman Hill Asset Management, LLC	211,570	0.01%	$5.0M	+4,761 (+2.3%)
72	PNC Financial Services Group, Inc.	211,424	0.01%	$5.0M	+6,526 (+3.2%)
73	Calamos Wealth Management LLC	206,378	0.01%	$4.9M	+21,098 (+11.4%)
74	Vanguard Personalized Indexing Management, LLC	204,401	0.01%	$4.8M	+3,867 (+1.9%)
75	VOLORIDGE INVESTMENT MANAGEMENT, LLC	196,100	0.01%	$4.6M	-94,598 (-32.5%)
76	FIRST TRUST ADVISORS LP	188,474	0.00%	$4.4M	-5,512 (-2.8%)
77	MERCER GLOBAL ADVISORS INC /ADV	175,094	0.00%	$4.1M	-1,896 (-1.1%)
78	JONES FINANCIAL COMPANIES LLLP	173,711	0.00%	$4.1M	+69,725 (+67.1%)
79	Naviter Wealth, LLC	172,721	0.00%	$4.1M	+36,776 (+27.1%)
80	PARK AVENUE SECURITIES LLC	165,726	0.00%	$3.9M	NEW
81	LEE JOHNSON CAPITAL MANAGEMENT, LLC	163,993	0.00%	$3.9M	NEW
82	SUSQUEHANNA INTERNATIONAL GROUP, LLP	163,083	0.00%	$3.8M	+149,438 (+1095.2%)
83	IEQ CAPITAL, LLC	162,467	0.00%	$3.8M	+16,976 (+11.7%)
84	NEUBERGER BERMAN GROUP LLC	159,544	0.00%	$3.8M	+17,167 (+12.1%)
85	Nuveen, LLC	155,052	0.00%	$3.7M	NEW
86	Caprock Group, LLC	149,157	0.00%	$3.6M	+2,516 (+1.7%)
87	EVERGREEN CAPITAL MANAGEMENT LLC	148,899	0.00%	$3.5M	+40,888 (+37.9%)
88	BAROMETER CAPITAL MANAGEMENT INC.	143,600	0.00%	$3.4M	+16,700 (+13.2%)
89	Advisors Asset Management, Inc.	141,675	0.00%	$3.3M	+2,085 (+1.5%)
90	RITHOLTZ WEALTH MANAGEMENT	139,625	0.00%	$3.3M	+3,301 (+2.4%)
91	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	138,754	0.00%	$3.3M	+673 (+0.5%)
92	CAPTRUST FINANCIAL ADVISORS	137,775	0.00%	$3.2M	-7,287 (-5.0%)
93	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	134,555	0.00%	$3.2M	—
94	GREENLEAF TRUST	131,754	0.00%	$3.1M	-4,583 (-3.4%)
95	BTC Capital Management, Inc.	127,667	0.00%	$3.0M	+5,108 (+4.2%)
96	Pekin Hardy Strauss, Inc.	126,375	0.00%	$3.0M	+6,450 (+5.4%)
97	RHUMBLINE ADVISERS	123,552	0.00%	$2.9M	+9,563 (+8.4%)
98	Compound Planning, Inc.	123,073	0.00%	$2.9M	+9,446 (+8.3%)
99	DIVERSIFY WEALTH MANAGEMENT, LLC	116,391	0.00%	$3.1M	-2,856 (-2.4%)
100	Diversify Advisory Services, LLC	116,391	0.00%	$3.1M	NEW
101	Focus Partners Wealth	112,556	0.00%	$2.7M	+14,957 (+15.3%)
102	Orion Porfolio Solutions, LLC	111,339	0.00%	$2.6M	+12,584 (+12.7%)
103	Sequoia Financial Advisors, LLC	109,279	0.00%	$2.6M	-43,607 (-28.5%)
104	Ninepoint Partners LP	106,929	0.00%	$2.5M	+69,505 (+185.7%)
105	Rockefeller Capital Management L.P.	106,210	0.00%	$2.5M	+5,278 (+5.2%)
106	ALLIANCEBERNSTEIN L.P.	103,811	0.00%	$2.1M	-4,144 (-3.8%)
107	CIBC Asset Management Inc	102,614	0.00%	$2.3M	-18,684 (-15.4%)
108	Aaron Wealth Advisors LLC	101,462	0.00%	$2.4M	+9,952 (+10.9%)
109	Vestmark Advisory Solutions, Inc.	97,721	0.00%	$2.3M	+10,474 (+12.0%)
110	KEYBANK NATIONAL ASSOCIATION/OH	95,804	0.00%	$2.3M	+24,874 (+35.1%)
111	Corient Private Wealth LP	95,045	0.00%	$2.2M	-10,027 (-9.5%)
112	DJE Kapital AG	94,049	0.00%	$3.7M	-6,421 (-6.4%)
113	PRINCIPAL SECURITIES, INC.	92,822	0.00%	$2.2M	+4,580 (+5.2%)
114	UNITED CAPITAL FINANCIAL ADVISORS, LLC	92,438	0.00%	$2.2M	+4,226 (+4.8%)
115	Dorsey Wright & Associates	91,502	0.00%	$2.2M	-36,726 (-28.6%)
116	Alphadyne Asset Management LP	82,753	0.00%	$2.0M	NEW
117	Ballentine Partners, LLC	82,093	0.00%	$1.9M	+9,080 (+12.4%)
118	Myriad Asset Management Advisors LLC	82,080	0.00%	$1.9M	NEW
119	HRT FINANCIAL LP	81,755	0.00%	$1.9M	NEW
120	CHOREO, LLC	81,395	0.00%	$1.9M	+4,285 (+5.6%)
121	ELEVATION POINT WEALTH PARTNERS, LLC	80,785	0.00%	$1.9M	+4,122 (+5.4%)
122	M&T Bank Corp	78,578	0.00%	$1.9M	+7,556 (+10.6%)
123	Dorsey & Whitney Trust CO LLC	77,486	0.00%	$1.8M	+1,169 (+1.5%)
124	Y-Intercept (Hong Kong) Ltd	76,263	0.00%	$1.8M	+16,684 (+28.0%)
125	MILLENNIUM MANAGEMENT LLC	76,206	0.00%	$1.8M	-35,112 (-31.5%)
126	Smartleaf Asset Management LLC	76,040	0.00%	$1.8M	—
127	Sivia Capital Partners, LLC	75,546	0.00%	$1.8M	+38,814 (+105.7%)
128	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	73,870	0.00%	$1.7M	—
129	Redhawk Wealth Advisors, Inc.	73,281	0.00%	$1.7M	+2,573 (+3.6%)
130	FRANKLIN RESOURCES INC	70,456	0.00%	$1.7M	-12,094 (-14.7%)
131	OPPENHEIMER ASSET MANAGEMENT INC.	70,106	0.00%	$1.7M	+1,278 (+1.9%)
132	1832 Asset Management L.P.	67,070	0.00%	$1.6M	+9,377 (+16.3%)
133	BNP PARIBAS FINANCIAL MARKETS	66,638	0.00%	$1.6M	+306 (+0.5%)
134	Summit Trail Advisors, LLC	65,517	0.00%	$1.5M	+877 (+1.4%)
135	Integrated Quantitative Investments LLC	65,381	0.00%	$1.5M	-65,381 (-50.0%)
136	NEW YORK STATE COMMON RETIREMENT FUND	65,381	0.00%	$1.5M	—
137	Global Retirement Partners, LLC	62,091	0.00%	$1.5M	NEW
138	Atria Investments, Inc	61,156	0.00%	$1.4M	+3,345 (+5.8%)
139	OSAIC HOLDINGS, INC.	60,949	0.00%	$1.4M	+2,029 (+3.4%)
140	Dynasty Wealth Management, LLC	59,684	0.00%	$1.4M	+42,206 (+241.5%)
141	MISSION WEALTH MANAGEMENT, LP	59,019	0.00%	$1.4M	+6,108 (+11.5%)
142	Parallel Advisors, LLC	58,138	0.00%	$1.4M	+518 (+0.9%)
143	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	57,660	0.00%	$1.4M	-18,406 (-24.2%)
144	AdvisorShares Investments LLC	54,800	0.00%	$1.3M	-3,940 (-6.7%)
145	Savant Capital, LLC	54,021	0.00%	$1.2M	+24,658 (+84.0%)
146	Walleye Capital LLC	53,857	0.00%	$1.3M	NEW
147	Farther Finance Advisors, LLC	52,124	0.00%	$1.2M	+11,631 (+28.7%)
148	HB Wealth Management, LLC	51,663	0.00%	$1.2M	+2,615 (+5.3%)
149	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	50,787	0.00%	$1.3M	+10,841 (+27.1%)
150	PDS Planning, Inc	50,641	0.00%	$1.2M	+422 (+0.8%)
151	HANTZ FINANCIAL SERVICES, INC.	50,386	0.00%	$1.2M	+11,436 (+29.4%)
152	Summit Financial, LLC	48,673	0.00%	$1.2M	-412 (-0.8%)
153	Limestone Investment Advisors LP	47,905	0.00%	$1.1M	—
154	Storgate, LLC	46,764	0.00%	$1.1M	+29,587 (+172.2%)
155	TRUIST FINANCIAL CORP	46,543	0.00%	$1.1M	+651 (+1.4%)
156	Ellevest, Inc.	45,842	0.00%	$1.1M	+124 (+0.3%)
157	LOUISBOURG INVESTMENTS INC.	44,652	0.00%	$1.1M	—
158	GLENMEDE TRUST CO NA	44,436	0.00%	$1.0M	+448 (+1.0%)
159	Dakota Wealth Management	44,373	0.00%	$1.0M	+6,210 (+16.3%)
160	Checchi Capital Advisers, LLC	43,997	0.00%	$1.0M	-877 (-2.0%)
161	Versant Capital Management, Inc	43,849	0.00%	$1.0M	+741 (+1.7%)
162	GAMMA Investing LLC	42,429	0.00%	$1.0M	+6,282 (+17.4%)
163	Arax Advisory Partners	41,927	0.00%	$989K	+32,455 (+342.6%)
164	Venturi Wealth Management, LLC	41,855	0.00%	$987K	+5,213 (+14.2%)
165	Themes Management Co LLC	41,750	0.00%	$984K	-7,225 (-14.8%)
166	SYON CAPITAL LLC	41,381	0.00%	$976K	+2,301 (+5.9%)
167	JANE STREET GROUP, LLC	41,214	0.00%	$972K	-1,203,689 (-96.7%)
168	Legacy Wealth Asset Management, LLC	41,147	0.00%	$970K	-40 (-0.1%)
169	Flatrock Wealth Partners LLC	40,757	0.00%	$973K	+565 (+1.4%)
170	NewEdge Wealth, LLC	39,951	0.00%	$942K	+9,929 (+33.1%)
171	PZENA INVESTMENT MANAGEMENT LLC	37,322	0.00%	$880K	+4,774 (+14.7%)
172	Sanctuary Advisors, LLC	36,899	0.00%	$870K	+14,902 (+67.7%)
173	COLDSTREAM CAPITAL MANAGEMENT INC	36,691	0.00%	$871K	-18,430 (-33.4%)
174	Abel Hall, LLC	36,491	0.00%	$860K	+1,605 (+4.6%)
175	Merit Financial Group, LLC	36,244	0.00%	$855K	+7,161 (+24.6%)
176	Prospera Financial Services Inc	35,565	0.00%	$839K	-183 (-0.5%)
177	RNC CAPITAL MANAGEMENT LLC	35,379	0.00%	$834K	-11,820 (-25.0%)
178	BAILARD, INC.	35,290	0.00%	$832K	-1,124 (-3.1%)
179	Cordatus Wealth Management LLC	35,169	0.00%	$829K	+339 (+1.0%)
180	FLPUTNAM INVESTMENT MANAGEMENT CO	34,759	0.00%	$820K	+1,084 (+3.2%)
181	Lido Advisors, LLC	34,708	0.00%	$828K	+1,701 (+5.2%)
182	Kathmere Capital Management, LLC	34,301	0.00%	$809K	+9,597 (+38.8%)
183	SAGE RHINO CAPITAL LLC	34,090	0.00%	$804K	+103 (+0.3%)
184	Jefferies Financial Group Inc.	33,526	0.00%	$791K	+4,140 (+14.1%)
185	Bleakley Financial Group, LLC	32,905	0.00%	$776K	+8,596 (+35.4%)
186	Pinnacle Wealth Planning Services, Inc.	32,865	0.00%	$775K	-439 (-1.3%)
187	WESTWOOD HOLDINGS GROUP INC	32,798	0.00%	$773K	-22 (-0.1%)
188	MATHER GROUP, LLC.	32,661	0.00%	$770K	—
189	TRED AVON FAMILY WEALTH, LLC	31,695	0.00%	$747K	—
190	LAZARD ASSET MANAGEMENT LLC	31,503	0.00%	$743K	-90 (-0.3%)
191	GeoWealth Management, LLC	30,744	0.00%	$725K	+11,480 (+59.6%)
192	SAGESPRING WEALTH PARTNERS, LLC	30,744	0.00%	$725K	+1,059 (+3.6%)
193	SmartHarvest Portfolios, LLC	29,776	0.00%	$702K	+2,681 (+9.9%)
194	Calydon Capital	29,475	0.00%	$695K	—
195	Gateway Wealth Partners, LLC	29,009	0.00%	$684K	+517 (+1.8%)
196	SCHRODER INVESTMENT MANAGEMENT GROUP	28,651	0.00%	$679K	+40 (+0.1%)
197	Chevy Chase Trust Holdings, LLC	28,562	0.00%	$673K	+451 (+1.6%)
198	Jain Global LLC	28,102	0.00%	$663K	-37,800 (-57.4%)
199	GC Wealth Management RIA, LLC	27,793	0.00%	$655K	+12,384 (+80.4%)
200	Burns Matteson Capital Management, LLC	27,310	0.00%	$644K	+292 (+1.1%)
201	SHELTON CAPITAL MANAGEMENT	27,125	0.00%	$640K	+968 (+3.7%)
202	Traveka Wealth, LLC	26,630	0.00%	$628K	-96 (-0.4%)
203	Bridgewater Advisors Inc.	25,657	0.00%	$648K	+383 (+1.5%)
204	Channing Global Advisors, LLC	25,513	0.00%	$602K	+8,850 (+53.1%)
205	TRUST POINT INC.	25,437	0.00%	$600K	+1,328 (+5.5%)
206	Entropy Technologies, LP	25,309	0.00%	$597K	-1,264 (-4.8%)
207	FLOW TRADERS U.S. LLC	25,010	0.00%	$590K	NEW
208	Cambridge Investment Research Advisors, Inc.	24,902	0.00%	$588K	+12,736 (+104.7%)
209	Frec Markets, Inc.	24,538	0.00%	$579K	+4,023 (+19.6%)
210	MGO ONE SEVEN LLC	24,507	0.00%	$578K	NEW
211	Five Oceans Advisors	24,405	0.00%	$575K	—
212	Integrated Wealth Concepts LLC	23,945	0.00%	$565K	-827 (-3.3%)
213	EVOLVE PRIVATE WEALTH, LLC	23,919	0.00%	$564K	+2,257 (+10.4%)
214	EntryPoint Capital, LLC	23,684	0.00%	$558K	+11,159 (+89.1%)
215	DRIVE WEALTH MANAGEMENT, LLC	23,514	0.00%	$561K	+1,739 (+8.0%)
216	EP Wealth Advisors, LLC	23,250	0.00%	$548K	+4,303 (+22.7%)
217	SEEDS INVESTOR LLC	23,155	0.00%	$546K	+338 (+1.5%)
218	Engineers Gate Manager LP	22,540	0.00%	$531K	NEW
219	Aprio Wealth Management, LLC	22,214	0.00%	$524K	+2,820 (+14.5%)
220	Net Worth Advisory Group	22,213	0.00%	$524K	-630 (-2.8%)
221	Valeo Financial Advisors, LLC	22,193	0.00%	$523K	+4,323 (+24.2%)
222	55 North Private Wealth, LLC	21,764	0.00%	$513K	+9,495 (+77.4%)
223	Basecamp Wealth Advisors LLC	21,689	0.00%	$511K	—
224	West Family Investments, Inc.	21,215	0.00%	$500K	+2,941 (+16.1%)
225	J.Safra Asset Management Corp	20,702	0.00%	$488K	+1,236 (+6.3%)
226	71 West Capital Partners	20,397	0.00%	$481K	+7,986 (+64.3%)
227	Concurrent Investment Advisors, LLC	20,141	0.00%	$475K	+763 (+3.9%)
228	PERSONAL CFO SOLUTIONS, LLC	20,073	0.00%	$479K	+296 (+1.5%)
229	EWA, LLC	20,065	0.00%	$473K	-1,663 (-7.7%)
230	Prime Capital Investment Advisors, LLC	19,886	0.00%	$469K	+214 (+1.1%)
231	Gallacher Capital Management LLC	19,713	0.00%	$465K	-14,931 (-43.1%)
232	Optas, LLC	19,385	0.00%	$457K	+819 (+4.4%)
233	BRIGHTON JONES LLC	19,175	0.00%	$452K	+1,518 (+8.6%)
234	Abacus Wealth Partners, LLC	18,878	0.00%	$445K	-42,752 (-69.4%)
235	ATLAS CAPITAL ADVISORS INC.	18,547	0.00%	$437K	+7,267 (+64.4%)
236	XPONANCE LLC	18,336	0.00%	$432K	NEW
237	New Republic Capital, LLC	18,146	0.00%	$428K	+165 (+0.9%)
238	Modern Wealth Management, LLC	18,002	0.00%	$424K	+1,960 (+12.2%)
239	Kestra Advisory Services, LLC	17,975	0.00%	$424K	-7,062 (-28.2%)
240	Greenspring Advisors, LLC	17,783	0.00%	$419K	+656 (+3.8%)
241	Independent Advisor Alliance	17,674	0.00%	$417K	+2,739 (+18.3%)
242	Ascent Group, LLC	17,432	0.00%	$411K	+3,245 (+22.9%)
243	Sterling Capital Management LLC	17,360	0.00%	$409K	+245 (+1.4%)
244	Sowell Financial Services LLC	17,025	0.00%	$401K	-848 (-4.7%)
245	COMMONWEALTH EQUITY SERVICES, LLC	16,803	0.00%	$396K	-1,569 (-8.5%)
246	Blue Trust, Inc.	16,666	0.00%	$393K	-16 (-0.1%)
247	JOHNSON INVESTMENT COUNSEL INC	16,388	0.00%	$386K	+144 (+0.9%)
248	Graham Capital Management, L.P.	16,039	0.00%	$378K	NEW
249	Empowered Funds, LLC	15,802	0.00%	$373K	NEW
250	UMB Bank, n.a.	15,504	0.00%	$366K	-421 (-2.6%)

Exited since 2026-03-31 (48 filers; largest 25 shown)

Qube Research & Technologies Ltd	−459,656
TORONTO DOMINION BANK	−327,910
Massar Capital Management, LP	−320,000
CITADEL ADVISORS LLC	−265,505
XY Capital Ltd	−175,608
Aquatic Capital Management LLC	−165,045
Point72 Asset Management, L.P.	−159,100
Brooklyn Investment Group	−110,649
XTX Topco Ltd	−77,044
Campbell & CO Investment Adviser LLC	−58,026
TWO SIGMA SECURITIES, LLC	−38,251
CWM, LLC	−34,903
AXQ CAPITAL, LP	−28,928
LMR Partners LLP	−28,506
Dynamic Technology Lab Private Ltd	−26,363
Voleon Capital Management LP	−24,991
Private Advisor Group, LLC	−22,435
First Affirmative Financial Network	−20,279
MARSHALL WACE, LLP	−18,735
Schonfeld Strategic Advisors LLC	−18,214
Beverly Hills Private Wealth, LLC	−17,177
NATURAL INVESTMENTS, LLC	−13,499
Bridgefront Capital, LLC	−12,981
a16z Perennial Management, L.P.	−12,699
SG Americas Securities, LLC	−12,659

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

No structured 13D/13G filings (XML filings began Dec 2024).

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.