SMFG · Sumitomo Mitsui Financial Group, Inc. · Holdings

$27.29 +0.74 (+2.79%) At close · Sep 11

Market Cap

$173.07B

6.33B

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 461

Total Value: $3,220,457,223

Total Shares: 136,576,037

Showing 1–100 of 467 holdings by value · page 1 of 5

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 461 13F filers · Δ vs Mar 31, 2026

Top Holder

18.4%

+0.3 pts

Top 5

46.9%

−0.6 pts

Top 10

60.7%

+0.9 pts

HHI

625

Broadly held+10

Quarterly Activity

vs Mar 31, 2026

New

Increased

227

Decreased

Sold Out

Unchanged

Holder count: +13

Institutional value: +28.7%

Shares held: +7.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega Fisher Asset Management, LLC	+3,094,452	6,291,379
Mega MORGAN STANLEY	+2,154,153	25,112,524
Mega FMR LLC	+1,367,852	13,937,223
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+1,020,038	1,033,683
Large Calamos Advisors LLC	+617,456	802,736

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega CITADEL ADVISORS LLC	−1,422,305	1,141,000
Large RENAISSANCE TECHNOLOGIES LLC	−725,700	1,023,572
Mid Alphadyne Asset Management LP	−486,147	82,753
Mid CHILTON INVESTMENT CO INC.	−95,313	13,124
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC	−94,598	196,100

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid PARK AVENUE SECURITIES LLC	165,726	$3,907,819
Small LEE JOHNSON CAPITAL MANAGEMENT, LLC	163,993	$3,866,954
Mega Nuveen, LLC	155,052	$3,656,126
Mid Diversify Advisory Services, LLC	116,391	$2,744,499
Large Walleye Capital LLC	86,657	$2,043,372

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega Qube Research & Technologies Ltd	459,656	$9,078,206
Large TORONTO DOMINION BANK	327,910	$6,476,222
Small Massar Capital Management, LP	320,000	$6,320,000
Small CCM INVESTMENT ADVISERS LLC	305,762	$6,038,799
Small XY Capital Ltd	175,608	$3,468,258

Filter: New 64 Increased 227 Reduced 97 Sold out 51 Unchanged 73

Showing 100 of 467

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$592,153,312

18.39%

25,112,524

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	615,829	$14,521,247	2.5%	Defined
MORGAN STANLEY & CO. LLC	422,166	$9,954,674	1.7%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	575,845	$13,578,425	2.3%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	2,495,665	$58,847,780	9.9%	Defined
MORGAN STANLEY SMITH BARNEY LLC	8,689,171	$204,890,652	34.6%	Defined
Morgan Stanley Bank Asia Ltd	53,926	$1,271,575	0.2%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	12,248,263	$288,814,041	48.8%	Defined
EATON VANCE MANAGEMENT	2,075	$48,928	0.0%	Defined
Calvert Research & Management	9,584	$225,990	0.0%	Defined

FMR LLC

$328,639,716

10.20%

13,937,223

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	382,398	$9,016,944	2.7%	Defined
STRATEGIC ADVISERS LLC	13,552,351	$319,564,436	97.2%	Defined
FIAM LLC	1,664	$39,237	0.0%	Defined
Fidelity Diversifying Solutions LLC	810	$19,099	0.0%	Defined

GOLDMAN SACHS GROUP INC

$255,009,729

7.92%

10,814,662

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	936,523	$22,083,212	8.7%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	8,492,875	$200,261,992	78.5%	Defined
GOLDMAN SACHS WEALTH SERVICES, L.P.	1,385,264	$32,664,525	12.8%	Defined

BlackRock, Inc.

$185,216,230

5.75%

7,854,802

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	11,142	$262,728	0.1%	Sole
BlackRock Fund Advisors	101,969	$2,404,429	1.3%	Sole
Aperio Group, LLC	7,737,972	$182,461,379	98.5%	Sole
SpiderRock Advisors, LLC	3,719	$87,694	0.0%	Sole

Fisher Asset Management, LLC

$148,350,716

4.61%

6,291,379

NORTHERN TRUST CORP

$145,216,344

4.51%

6,158,454

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	6,158,454	$145,216,344	100.0%	Defined

Clark Capital Management Group, Inc.

$90,339,978

2.81%

3,831,212

AMERICAN CENTURY COMPANIES INC

$82,388,095

2.56%

3,493,982

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	3,493,982	$82,388,095	100.0%	Defined

DIMENSIONAL FUND ADVISORS LP

$74,034,172

2.30%

3,139,702

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DFA Australia Ltd.	49,719	$1,172,374	1.6%	Defined
Dimensional Ireland Ltd	35,693	$841,640	1.1%	Defined
Held directly	3,054,290	$72,020,158	97.3%	Sole

ENVESTNET ASSET MANAGEMENT INC

$53,374,037

1.66%

2,263,530

WELLS FARGO & COMPANY/MN

$50,607,442

1.57%

2,146,202

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	27,501	$648,473	1.3%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	581,047	$13,701,088	27.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1,535,966	$36,218,078	71.6%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	1,688	$39,803	0.1%	Defined

Quantinno Capital Management LP

$50,545,026

1.57%

2,143,555

BANK OF AMERICA CORP /DE/

$42,013,333

1.30%

1,781,736

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	342,007	$8,064,525	19.2%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	129,210	$3,046,771	7.3%	Defined
U.S. TRUST Co OF DELAWARE	9,559	$225,401	0.5%	Defined
MANAGED ACCOUNT ADVISORS LLC joint	1,300,960	$30,676,636	73.0%	Defined

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

$40,314,726

1.25%

1,709,700

Capital Wealth Planning, LLC

$39,141,903

1.22%

1,659,962

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amplify Investments, LLC	1,659,962	$39,141,903	100.0%	Other

JPMORGAN CHASE & CO

$35,981,378

1.12%

1,525,928

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	7,992	$188,450	0.5%	Other
JPMorgan Chase Bank, N.A.	8,268	$194,959	0.5%	Other
J.P. Morgan Investment Management Inc.	1,058,527	$24,960,066	69.4%	Defined
J.P. Morgan Securities LLC	448,767	$10,581,925	29.4%	Defined
55I, LLC	2,374	$55,978	0.2%	Other

CAUSEWAY CAPITAL MANAGEMENT LLC

$32,837,743

1.02%

1,392,610

AQR CAPITAL MANAGEMENT LLC

$31,612,620

0.98%

1,340,654

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DOPKINS WEALTH MANAGEMENT, LLC	276	$6,508	0.0%	Other
Arax Advisory Partners	25,981	$612,631	1.9%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	2,864	$67,533	0.2%	Other
Held directly	1,311,533	$30,925,948	97.8%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$29,344,601

0.91%

1,244,470

JANE STREET GROUP, LLC

$28,123,866

0.87%

1,192,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	1,192,700	$28,123,866	100.0%	Defined

CITADEL ADVISORS LLC

$26,626,536

0.83%

1,129,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	1,129,200	$26,626,536	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$24,135,827

0.75%

1,023,572

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

$24,111,893

0.75%

1,022,557

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MFS Institutional Advisors, Inc.	1,019,899	$24,049,218	99.7%	Defined
Held directly	2,658	$62,675	0.3%	Sole

Creative Planning

$20,836,631

0.65%

883,657

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	21,229	$500,579	2.4%	Defined
Held directly	862,428	$20,336,052	97.6%	Sole

NATIXIS ADVISORS, LLC

$19,167,097

0.60%

812,854

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	812,854	$19,167,097	100.0%	Defined

Calamos Advisors LLC

$18,928,514

0.59%

802,736

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$18,664,961

0.58%

791,559

Bank of New York Mellon Corp

$18,419,678

0.57%

781,157

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Trust of Delaware	5,070	$119,550	0.6%	Defined
BNY Mellon Securities Corporation	178,881	$4,218,013	22.9%	Defined
BNY Mellon, NA joint	564,574	$13,312,654	72.3%	Defined
BNY Mellon Advisors, Inc.	32,631	$769,438	4.2%	Defined
Held directly	1	$23	0.0%	Defined

ROYAL BANK OF CANADA

$18,047,114

0.56%

765,357

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	164,263	$3,873,321	21.5%	Defined
RBC Dominion Securities Inc.	294,732	$6,949,780	38.5%	Defined
RBC Phillips, Hager & North Investment Counsel Inc.	257,507	$6,072,015	33.6%	Defined
RBC Private Counsel (USA) Inc.	15,370	$362,424	2.0%	Defined
ROYAL TRUST CORP OF CANADA/	1,873	$44,165	0.2%	Defined
RBC Trust Co (Delaware) Ltd	1,958	$46,169	0.3%	Defined
RBC GLOBAL ASSET MANAGEMENT (UK) Ltd	548	$12,921	0.1%	Defined
RBC Rochdale, LLC	20,504	$483,484	2.7%	Defined
RBC Dominion Securities Global Ltd	8,602	$202,835	1.1%	Defined

UBS Group AG

$17,296,919

0.54%

733,542

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	390,580	$9,209,876	53.2%	Defined
UBS AG	213,362	$5,031,075	29.1%	Defined
UBS Switzerland AG	129,600	$3,055,968	17.7%	Defined

ANDERSON HOAGLAND & CO

$16,907,284

0.52%

717,018

Invesco Ltd.

$14,814,983

0.46%

628,286

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	25,659	$605,039	4.1%	Defined
Invesco Capital Management LLC	602,627	$14,209,944	95.9%	Defined

Pathstone Holdings, LLC

$14,079,428

0.44%

597,092

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	562,807	$13,270,989	94.3%	Defined
Willow Street Trust Co of Wyoming, LLC	2,424	$57,157	0.4%	Other
Held directly	31,861	$751,282	5.3%	Sole

STIFEL FINANCIAL CORP

$13,455,431

0.42%

570,629

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	561,357	$13,236,798	98.4%	Defined
Stifel Independent Advisors, LLC	1,032	$24,334	0.2%	Defined
1919 Investment Counsel, LLC	371	$8,748	0.1%	Defined
Held directly	7,869	$185,551	1.4%	Defined

Allspring Global Investments Holdings, LLC

$12,739,589

0.40%

540,271

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Funds Management, LLC reporting on behalf of Morgan Stanley Smith Barney, LLC	537,428	$12,672,552	99.5%	Defined
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	2,843	$67,037	0.5%	Defined

LPL Financial LLC

$11,798,724

0.37%

500,370

Cerity Partners LLC

$11,647,670

0.36%

493,964

BANK OF MONTREAL /CAN/

$11,463,343

0.36%

486,147

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	23,929	$564,245	4.9%	Defined
BMO Family Office, LLC	25,934	$611,523	5.3%	Defined
BMO NESBITT BURNS INC.	777	$18,321	0.2%	Defined
BMO PRIVATE INVESTMENT COUNSEL INC.	721	$17,001	0.1%	Defined
Held directly	434,786	$10,252,253	89.4%	Defined

Mariner, LLC

$11,287,674

0.35%

478,697

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	20,092	$473,769	4.2%	Other
Held directly	458,605	$10,813,905	95.8%	Sole

Crossmark Global Holdings, Inc.

$11,236,883

0.35%

476,543

Boston Partners

$11,041,264

0.34%

468,247

Ethic Inc.

$10,883,914

0.34%

461,574

WESTFIELD CAPITAL MANAGEMENT CO LP

$10,766,910

0.33%

456,612

RAYMOND JAMES FINANCIAL INC

$10,625,736

0.33%

450,625

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	368,873	$8,698,025	81.9%	Defined
Raymond James Financial Services Advisors, Inc.	31,598	$745,080	7.0%	Defined
EAGLE ASSET MANAGEMENT INC	50,154	$1,182,631	11.1%	Defined

Ramirez Asset Management, Inc.

$10,535,072

0.33%

446,780

SEI INVESTMENTS CO

$10,366,546

0.32%

439,633

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	439,633	$10,366,546	100.0%	Sole

CIBC WORLD MARKET INC.

$10,308,327

0.32%

437,164

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$10,287,954

0.32%

436,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	436,300	$10,287,954	100.0%	Other

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$10,240,794

0.32%

434,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	434,300	$10,240,794	100.0%	Other

FEDERATED HERMES, INC.

$9,782,540

0.30%

414,866

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED INVESTMENT COUNSELING	413,033	$9,739,318	99.6%	Defined
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP	1,833	$43,222	0.4%	Defined

QRG CAPITAL MANAGEMENT, INC.

$9,638,089

0.30%

408,740

&PARTNERS

$8,631,293

0.27%

366,043

Moran Wealth Management, LLC

$7,945,657

0.25%

336,966

US BANCORP \DE\

$7,761,474

0.24%

329,155

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	329,089	$7,759,918	100.0%	Defined
U.S. BANCORP ADVISORS, LLC	66	$1,556	0.0%	Defined

Allianz SE

$7,662,792

0.24%

324,970

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
INVESTITORI SGR S.p.A.	1,970	$46,452	0.6%	Defined
Held directly	323,000	$7,616,340	99.4%	Defined

EAGLE GLOBAL ADVISORS LLC

$7,545,600

0.23%

320,000

ASSETMARK, INC

$7,480,802

0.23%

317,252

Cetera Investment Advisers

$6,805,188

0.21%

288,600

QUADRANT CAPITAL GROUP LLC

$6,619,471

0.21%

280,724

Callan Family Office, LLC

$6,278,269

0.19%

266,254

AUGUSTINE ASSET MANAGEMENT INC

$6,190,150

0.19%

262,517

Vident Advisory, LLC

$6,133,039

0.19%

260,095

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blue Trust, Inc.	199,747	$4,710,034	76.8%	Defined
Faith Investor Services, LLC	48,556	$1,144,950	18.7%	Defined
Held directly	11,792	$278,055	4.5%	Sole

MML INVESTORS SERVICES, LLC

$6,100,994

0.19%

258,736

Connor, Clark & Lunn Investment Management Ltd.

$5,964,018

0.19%

252,927

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	252,927	$5,964,018	100.0%	Sole

Gradient Investments LLC

$5,926,620

0.18%

251,341

AMERIPRISE FINANCIAL INC

$5,885,472

0.18%

249,596

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	239,761	$5,653,564	96.1%	Defined
Ameriprise Financial Services, LLC	6,679	$157,490	2.7%	Defined
Ameriprise Bank, FSB	3,156	$74,418	1.3%	Defined

HighTower Advisors, LLC

$5,880,121

0.18%

249,369

Vise Technologies, Inc.

$5,851,636

0.18%

248,161

CITIGROUP INC

$5,707,443

0.18%

242,046

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	351	$8,276	0.1%	Defined
Citigroup Financial Products Inc. joint	241,695	$5,699,167	99.9%	Defined

Russell Investments Group, Ltd.

$5,618,948

0.17%

238,293

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	238,293	$5,618,948	100.0%	Defined

SIGNATUREFD, LLC

$5,554,316

0.17%

235,552

Laird Norton Wetherby Trust Company, LLC

$5,469,498

0.17%

231,955

FACTORY MUTUAL INSURANCE CO

$5,433,586

0.17%

230,432

Gilman Hill Asset Management, LLC

$4,988,820

0.15%

211,570

PNC FINANCIAL SERVICES GROUP, INC.

$4,985,376

0.15%

211,424

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	204,539	$4,823,029	96.7%	Defined
PNC Delaware Trust Company	1,806	$42,585	0.9%	Defined
PNC Wealth Management LLC	5,079	$119,762	2.4%	Defined

Calamos Wealth Management LLC

$4,866,393

0.15%

206,378

Vanguard Personalized Indexing Management, LLC

$4,819,775

0.15%

204,401

VOLORIDGE INVESTMENT MANAGEMENT, LLC

$4,624,038

0.14%

196,100

FIRST TRUST ADVISORS LP

$4,444,216

0.14%

188,474

MERCER GLOBAL ADVISORS INC /ADV

$4,128,716

0.13%

175,094

JONES FINANCIAL COMPANIES LLLP

$4,096,105

0.13%

173,711

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	173,711	$4,096,105	100.0%	Sole

Naviter Wealth, LLC

$4,072,761

0.13%

172,721

PARK AVENUE SECURITIES LLC

$3,907,819

0.12%

165,726

LEE JOHNSON CAPITAL MANAGEMENT, LLC

$3,866,954

0.12%

163,993

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$3,845,497

0.12%

163,083

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	163,083	$3,845,497	100.0%	Other

IEQ CAPITAL, LLC

$3,830,971

0.12%

162,467

NEUBERGER BERMAN GROUP LLC

$3,762,047

0.12%

159,544

Nuveen, LLC

$3,656,126

0.11%

155,052

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	155,052	$3,656,126	100.0%	Defined

Caprock Group, LLC

$3,517,122

0.11%

149,157

EVERGREEN CAPITAL MANAGEMENT LLC

$3,511,038

0.11%

148,899

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	145,899	$3,440,298	98.0%	Other
Held directly	3,000	$70,740	2.0%	Sole

BAROMETER CAPITAL MANAGEMENT INC.

$3,386,088

0.11%

143,600

Advisors Asset Management, Inc.

$3,340,696

0.10%

141,675

RITHOLTZ WEALTH MANAGEMENT

$3,292,357

0.10%

139,625

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

$3,271,819

0.10%

138,754

CAPTRUST FINANCIAL ADVISORS

$3,248,734

0.10%

137,775

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$3,172,806

0.10%

134,555

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	134,555	$3,172,806	100.0%	Defined

GREENLEAF TRUST

$3,106,758

0.10%

131,754

BTC Capital Management, Inc.

$3,010,386

0.09%

127,667

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANKERS TRUST CO	34,901	$822,965	27.3%	Defined
Held directly	92,766	$2,187,421	72.7%	Sole

Pekin Hardy Strauss, Inc.

$2,979,922

0.09%

126,375

RHUMBLINE ADVISERS

$2,913,356

0.09%

123,552

Key facts CIK 1022837 CUSIP 86562M209 13F (30d) 128 filings 127 filers Visit website