SMFG · Sumitomo Mitsui Financial Group, Inc. · Held by Funds
Market Cap
$153.11B
Shares
6.27B
Volume · Oct 20
1.55M
Avg daily vol (3M)
1.47M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Fund Ownership of SMFG by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 0.01% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 0.00% | 88,295 |
| Index ETFs | 0.01% | 619,313 |
| Active ETFs | 0.08% | 4,720,461 |
| Active funds | 0.02% | 1,071,247 |
| Unclassified | 0.06% | 3,488,591 |
| All registered funds | 0.16% | 9,987,907 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
Funds holding SMFG
46 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| Avantis International Equity ETF | AVDE | 2,575,031 | $56,573,431 | 0.33% | Long | 2026-05-31 | |
| Amplify CWP International Enhanced Dividend Income ETF | IDVO | 1,651,886 | $38,951,472 | 3.03% | Long | 2026-06-30 | |
| Dimensional International Value ETF | DFIV | 1,040,352 | $26,924,310 | 0.13% | Long | 2026-07-31 | |
| Dimensional International Core Equity Market ETF | DFAI | 884,884 | $22,900,798 | 0.13% | Long | 2026-07-31 | |
| Invesco International Dividend AchieversTM ETF | PID | 598,973 | $15,501,421 | 1.67% | Long | 2026-07-31 | |
| Dimensional International Core Equity 2 ETF | DFIC | 512,662 | $13,267,693 | 0.09% | Long | 2026-07-31 | |
| Timothy Plan International Fund | — | 318,000 | $7,498,440 | 3.17% | Long | 2026-06-30 | |
| Steward Values Enhanced International Fund | — | 289,381 | $7,489,180 | 2.20% | Long | 2026-07-31 | |
| Westwood Income Opportunity Fund | — | 1,135,827 | $7,360,159 | 0.83% | Long | 2021-10-31 | |
| Avantis International Large Cap Value ETF | AVIV | 331,134 | $7,275,014 | 0.41% | Long | 2026-05-31 | |
| Calamos Global Dynamic Income Fund | CHW | 268,000 | $6,935,840 | 1.18% | Long | 2026-07-31 | |
| Harbor Dividend Growth Leaders ETF | GDIV | 248,760 | $6,437,909 | 2.74% | Long | 2026-07-31 | |
| ActivePassive International Equity ETF | APIE | 227,563 | $5,880,228 | 0.51% | Long | 2026-08-31 | |
| Calamos Global Opportunities Fund | — | 222,750 | $5,764,770 | 1.57% | Long | 2026-07-31 | |
| Avantis International Equity Fund | — | 153,734 | $3,377,536 | 0.32% | Long | 2026-05-31 | |
| Calamos Global Equity Fund | — | 119,100 | $3,082,308 | 1.64% | Long | 2026-07-31 | |
| Global Core Portfolio | — | 114,758 | $2,705,994 | 4.15% | Long | 2026-06-30 | |
| iShares Dynamic Equity Active ETF | — | 100,250 | $2,594,470 | 0.09% | Long | 2026-07-31 | |
| PRAXIS INTERNATIONAL INDEX FUND | — | 88,295 | $2,081,996 | 0.31% | Long | 2026-06-30 | |
| Myriad Dynamic Asset Allocation ETF | — | 82,080 | $1,935,446 | 0.43% | Long | 2026-06-30 | |
| CALAMOS GLOBAL TOTAL RETURN FUND | CGO | 63,000 | $1,630,440 | 1.18% | Long | 2026-07-31 | |
| Avantis Responsible International Equity ETF | AVSD | 73,743 | $1,620,134 | 0.35% | Long | 2026-05-31 | |
| AdvisorShares Dorsey Wright ADR ETF | AADR | 54,800 | $1,292,184 | 3.10% | Long | 2026-06-30 | |
| Aquarius International Fund | — | 56,610 | $1,243,722 | 0.15% | Long | 2026-05-31 | |
| FIS Christian Stock Fund | PRAY | 48,556 | $1,144,950 | 1.46% | Long | 2026-06-30 | |
| Themes Global Systemically Important Banks ETF | GSIB | 41,750 | $984,465 | 3.59% | Long | 2026-06-30 | |
| Dimensional International Sustainability Core 1 ETF | DFSI | 37,553 | $971,872 | 0.08% | Long | 2026-07-31 | |
| FIS Christian Stock Fund | — | 49,176 | $895,987 | 1.26% | Long | 2025-11-30 | |
| WESTWOOD MULTI-ASSET INCOME FUND | — | 32,755 | $847,699 | 0.73% | Long | 2026-07-31 | |
| Westwood High Income Fund | — | 99,925 | $647,514 | 0.67% | Long | 2021-10-31 | |
| Dimensional World ex. U.S. Core Equity 2 ETF | DFAX | 23,500 | $608,180 | 0.01% | Long | 2026-07-31 | |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND | BLUIX | 27,633 | $607,097 | 0.23% | Long | 2026-05-31 | |
| Franklin Allocation VIP Fund | — | 17,351 | $409,137 | 0.07% | Long | 2026-06-30 | |
| LVIP Dimensional International Core Equity Fund | — | 10,815 | $255,018 | 0.03% | Long | 2026-06-30 | |
| Intelligent Alpha Atlas ETF | GPT | 9,355 | $220,591 | 0.93% | Long | 2026-06-30 | |
| Genter Capital International Dividend ETF | GENW | 8,167 | $211,362 | 4.13% | Long | 2026-07-31 | |
| PMC Diversified Equity Fund | — | 12,161 | $135,474 | 0.02% | Long | 2024-02-29 | |
| Avos Global Equities ETF | AVOS | 4,052 | $104,866 | 0.10% | Long | 2026-07-31 | |
| JNL/DFA International Core Equity Fund | — | 3,000 | $70,740 | 0.01% | Long | 2026-06-30 | |
| International Social Core Equity Portfolio | — | 2,147 | $55,564 | 0.00% | Long | 2026-07-31 | |
| Federated Hermes International Leaders ETF | FHIL | 1,999 | $51,734 | 1.67% | Long | 2026-07-31 | |
| Dimensional International Vector Equity ETF | DXIV | 1,668 | $43,168 | 0.02% | Long | 2026-07-31 | |
| FIIG ALL FOREIGN EQUITY | IAFEX | 328 | $5,054 | 2.26% | Long | 2025-05-31 | |
| FIIG ESG STOCK PLAN FOR RETIREMENT | QDVSX | 224 | $4,921 | 1.21% | Long | 2026-05-31 | |
| FIIG STOCK FUND FOR RETIREMENT | QDISX | 183 | $4,021 | 0.99% | Long | 2026-05-31 | |
| Blackstone Alternative Multi-Strategy Fund | — | 14,000 | $330,120 | -0.01% | Short | 2026-06-30 |
Showing 1–46 of 46 positions
Key facts
CIK
1022837
CUSIP
86562M209
13F (30d)
91 filings
88 filers
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