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On this page, we present all of the funds holding SMFG from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SMFG, with a link to that fund's top holdings. The next columns
indicate the amount of SMFG stock held by each of the funds holding SMFG, followed by the SMFG position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 298 funds holding SMFG within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding SMFG), click the fund name in the "Holder" column of the funds-holding-SMFG table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 13,382,451 | $129,542 | 12/31/2023 | SMFG | 13,382,451 | $129,542 | 12/31/2023 | Goldman Sachs Group Inc. | 11,033,220 | $106,802 | 12/31/2023 | SMFG | 11,033,220 | $106,802 | 12/31/2023 | FMR LLC | 7,027,485 | $68,026 | 12/31/2023 | SMFG | 7,027,485 | $68,026 | 12/31/2023 | BlackRock Inc. | 6,644,207 | $64,316 | 12/31/2023 | SMFG | 6,644,207 | $64,316 | 12/31/2023 | Wells Fargo & Company MN | 4,270,062 | $41,334 | 12/31/2023 | SMFG | 4,270,062 | $41,334 | 12/31/2023 | Northern Trust Corp | 3,394,454 | $32,858 | 12/31/2023 | SMFG | 3,394,454 | $32,858 | 12/31/2023 | Millennium Management LLC | 3,227,685 | $31,244 | 12/31/2023 | SMFG | 3,227,685 | $31,244 | 12/31/2023 | Dimensional Fund Advisors LP | 2,799,584 | $27,100 | 12/31/2023 | SMFG | 2,799,584 | $27,100 | 12/31/2023 | Invesco Ltd. | 2,490,505 | $24,108 | 12/31/2023 | SMFG | 2,490,505 | $24,108 | 12/31/2023 | Renaissance Technologies LLC | 1,716,070 | $16,612 | 12/31/2023 | SMFG | 1,716,070 | $16,612 | 12/31/2023 | Jane Street Group LLC | 1,611,597 | $15,600 | 12/31/2023 | SMFG | 1,611,597 | $15,600 | 12/31/2023 | Bank of America Corp DE | 1,323,238 | $12,809 | 12/31/2023 | SMFG | 1,323,238 | $12,809 | 12/31/2023 | Envestnet Asset Management Inc. | 1,222,036 | $11,829 | 12/31/2023 | SMFG | 1,222,036 | $11,829 | 12/31/2023 | American Century Companies Inc. | 1,209,292 | $11,706 | 12/31/2023 | SMFG | 1,209,292 | $11,706 | 12/31/2023 | Anderson Hoagland & Co. | 859,561 | $9,919 | 03/31/2024 | SMFG | 859,561 | $9,919 | 03/31/2024 | Causeway Capital Management LLC | 988,309 | $9,567 | 12/31/2023 | SMFG | 988,309 | $9,567 | 12/31/2023 | Royal Bank of Canada | 924,444 | $8,949 | 12/31/2023 | SMFG | 924,444 | $8,949 | 12/31/2023 | JPMorgan Chase & Co. | 831,270 | $8,047 | 12/31/2023 | SMFG | 831,270 | $8,047 | 12/31/2023 | CIBC World Markets Inc. | 795,650 | $7,702 | 12/31/2023 | SMFG | 795,650 | $7,702 | 12/31/2023 | Natixis Advisors L.P. | 549,278 | $6,465 | 03/31/2024 | SMFG | 549,278 | $6,465 | 03/31/2024 | CIBC Asset Management Inc | 659,201 | $6,381 | 12/31/2023 | SMFG | 659,201 | $6,381 | 12/31/2023 | OLD Mission Capital LLC | 647,389 | $6,267 | 12/31/2023 | SMFG | 647,389 | $6,267 | 12/31/2023 | Franklin Resources Inc. | 586,662 | $5,679 | 12/31/2023 | SMFG | 586,662 | $5,679 | 12/31/2023 | Simplicity Wealth LLC | 455,282 | $5,359 | 03/31/2024 | SMFG | 455,282 | $5,359 | 03/31/2024 | Qube Research & Technologies Ltd | 540,165 | $5,229 | 12/31/2023 | SMFG | 540,165 | $5,229 | 12/31/2023 | GTS Securities LLC | 528,651 | $5,117 | 12/31/2023 | SMFG | 528,651 | $5,117 | 12/31/2023 | Moran Wealth Management LLC | 526,526 | $5,097 | 12/31/2023 | SMFG | 526,526 | $5,097 | 12/31/2023 | Sawtooth Solutions LLC | 468,009 | $4,530 | 12/31/2023 | SMFG | 468,009 | $4,530 | 12/31/2023 | Bleakley Financial Group LLC | 468,009 | $4,530 | 12/31/2023 | SMFG | 468,009 | $4,530 | 12/31/2023 | Stifel Financial Corp | 459,356 | $4,447 | 12/31/2023 | SMFG | 459,356 | $4,447 | 12/31/2023 | Pathstone Holdings LLC | 441,814 | $4,277 | 12/31/2023 | SMFG | 441,814 | $4,277 | 12/31/2023 | O Shaughnessy Asset Management LLC | 436,854 | $4,229 | 12/31/2023 | SMFG | 436,854 | $4,229 | 12/31/2023 | Crossmark Global Holdings Inc. | 428,920 | $4,152 | 12/31/2023 | SMFG | 428,920 | $4,152 | 12/31/2023 | National Bank of Canada FI | 406,400 | $3,918 | 12/31/2023 | SMFG | 406,400 | $3,918 | 12/31/2023 | Ramirez Asset Management Inc. | 374,167 | $3,622 | 12/31/2023 | SMFG | 374,167 | $3,622 | 12/31/2023 | Quantinno Capital Management LP | 370,148 | $3,583 | 12/31/2023 | SMFG | 370,148 | $3,583 | 12/31/2023 | Veriti Management LLC | 302,246 | $3,557 | 03/31/2024 | SMFG | 302,246 | $3,557 | 03/31/2024 | Greenleaf Trust | 295,387 | $3,477 | 03/31/2024 | SMFG | 295,387 | $3,477 | 03/31/2024 | Mariner LLC | 356,073 | $3,447 | 12/31/2023 | SMFG | 356,073 | $3,447 | 12/31/2023 | Ethic Inc. | 354,574 | $3,432 | 12/31/2023 | SMFG | 354,574 | $3,432 | 12/31/2023 | UBS Group AG | 343,461 | $3,325 | 12/31/2023 | SMFG | 343,461 | $3,325 | 12/31/2023 | Gilman Hill Asset Management LLC | 275,879 | $3,247 | 03/31/2024 | SMFG | 275,879 | $3,247 | 03/31/2024 | Bank of New York Mellon Corp | 270,815 | $3,187 | 03/31/2024 | SMFG | 270,815 | $3,187 | 03/31/2024 | QRG Capital Management Inc. | 289,867 | $2,806 | 12/31/2023 | SMFG | 289,867 | $2,806 | 12/31/2023 | Federated Hermes Inc. | 277,281 | $2,684 | 12/31/2023 | SMFG | 277,281 | $2,684 | 12/31/2023 | US Bancorp DE | 265,458 | $2,570 | 12/31/2023 | SMFG | 265,458 | $2,570 | 12/31/2023 | Sei Investments Co. | 252,901 | $2,448 | 12/31/2023 | SMFG | 252,901 | $2,448 | 12/31/2023 | Legacy Wealth Asset Management LLC | 206,342 | $2,429 | 03/31/2024 | SMFG | 206,342 | $2,429 | 03/31/2024 | HighTower Advisors LLC | 249,069 | $2,415 | 12/31/2023 | SMFG | 249,069 | $2,415 | 12/31/2023 | StoneX Group Inc. | 245,665 | $2,378 | 12/31/2023 | SMFG | 245,665 | $2,378 | 12/31/2023 | Creative Planning | 244,991 | $2,372 | 12/31/2023 | SMFG | 244,991 | $2,372 | 12/31/2023 | Cerity Partners LLC | 242,598 | $2,348 | 12/31/2023 | SMFG | 242,598 | $2,348 | 12/31/2023 | Bank of Montreal Can | 239,088 | $2,317 | 12/31/2023 | SMFG | 239,088 | $2,317 | 12/31/2023 | Integrated Wealth Concepts LLC | 226,587 | $2,193 | 12/31/2023 | SMFG | 226,587 | $2,193 | 12/31/2023 | BTC Capital Management Inc. | 183,885 | $2,164 | 03/31/2024 | SMFG | 183,885 | $2,164 | 03/31/2024 | Dorsey Wright & Associates | 213,699 | $2,069 | 12/31/2023 | SMFG | 213,699 | $2,069 | 12/31/2023 | Eagle Global Advisors LLC | 210,000 | $2,033 | 12/31/2023 | SMFG | 210,000 | $2,033 | 12/31/2023 | The PNC Financial Services Group Inc. | 205,201 | $1,986 | 12/31/2023 | SMFG | 205,201 | $1,986 | 12/31/2023 | Capital Fund Management S.A. | 202,096 | $1,956 | 12/31/2023 | SMFG | 202,096 | $1,956 | 12/31/2023 | Ameriprise Financial Inc. | 196,615 | $1,903 | 12/31/2023 | SMFG | 196,615 | $1,903 | 12/31/2023 | Augustine Asset Management Inc. | 160,957 | $1,894 | 03/31/2024 | SMFG | 160,957 | $1,894 | 03/31/2024 | Forum Financial Management LP | 188,813 | $1,828 | 12/31/2023 | SMFG | 188,813 | $1,828 | 12/31/2023 | Signaturefd LLC | 188,498 | $1,825 | 12/31/2023 | SMFG | 188,498 | $1,825 | 12/31/2023 | Charles Schwab Investment Management Inc. | 188,240 | $1,822 | 12/31/2023 | SMFG | 188,240 | $1,822 | 12/31/2023 | Healthcare of Ontario Pension Plan Trust Fund | 184,000 | $1,781 | 12/31/2023 | SMFG | 184,000 | $1,781 | 12/31/2023 | Susquehanna International Group Ltd. | 175,640 | $1,700 | 12/31/2023 | SMFG | 175,640 | $1,700 | 12/31/2023 | Wetherby Asset Management Inc. | 171,601 | $1,661 | 12/31/2023 | SMFG | 171,601 | $1,661 | 12/31/2023 | Morningstar Investment Services LLC | 166,304 | $1,602 | 12/31/2023 | SMFG | 166,304 | $1,602 | 12/31/2023 | Lockheed Martin Investment Management Co. | 164,050 | $1,588 | 12/31/2023 | SMFG | 164,050 | $1,588 | 12/31/2023 | Naviter Wealth LLC | 133,246 | $1,568 | 03/31/2024 | SMFG | 133,246 | $1,568 | 03/31/2024 | Rhumbline Advisers | 162,013 | $1,568 | 12/31/2023 | SMFG | 162,013 | $1,568 | 12/31/2023 | Boston Partners | 160,638 | $1,555 | 12/31/2023 | SMFG | 160,638 | $1,555 | 12/31/2023 | Georgetown University | 160,183 | $1,551 | 12/31/2023 | SMFG | 160,183 | $1,551 | 12/31/2023 | Fisher Asset Management LLC | 158,609 | $1,535 | 12/31/2023 | SMFG | 158,609 | $1,535 | 12/31/2023 | Calamos Advisors LLC | 144,000 | $1,394 | 12/31/2023 | SMFG | 144,000 | $1,394 | 12/31/2023 | Ritholtz Wealth Management | 118,206 | $1,391 | 03/31/2024 | SMFG | 118,206 | $1,391 | 03/31/2024 | Yousif Capital Management LLC | 115,576 | $1,360 | 03/31/2024 | SMFG | 115,576 | $1,360 | 03/31/2024 | Sanders Capital LLC | 139,963 | $1,355 | 12/31/2023 | SMFG | 139,963 | $1,355 | 12/31/2023 | Park Avenue Securities LLC | 111,607 | $1,314 | 03/31/2024 | SMFG | 111,607 | $1,314 | 03/31/2024 | Susquehanna International Group LLP | | $1,288 | 12/31/2023 | Call | 101,600 | $983 | 12/31/2023 | SMFG | 31,518 | $305 | 12/31/2023 | JustInvest LLC | 132,513 | $1,283 | 12/31/2023 | SMFG | 132,513 | $1,283 | 12/31/2023 | Aquatic Capital Management LLC | 125,800 | $1,218 | 12/31/2023 | SMFG | 125,800 | $1,218 | 12/31/2023 | Orbis Allan Gray Ltd | 125,203 | $1,212 | 12/31/2023 | SMFG | 125,203 | $1,212 | 12/31/2023 | Cresset Asset Management LLC | 123,639 | $1,197 | 12/31/2023 | SMFG | 123,639 | $1,197 | 12/31/2023 | Capital Wealth Planning LLC | 117,331 | $1,136 | 12/31/2023 | SMFG | 117,331 | $1,136 | 12/31/2023 | Penserra Capital Management LLC | 117,331 | $1,135 | 12/31/2023 | SMFG | 117,331 | $1,135 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 116,247 | $1,125 | 12/31/2023 | SMFG | 116,247 | $1,125 | 12/31/2023 | Two Sigma Investments LP | 104,400 | $1,011 | 12/31/2023 | SMFG | 104,400 | $1,011 | 12/31/2023 | Johnson Investment Counsel Inc. | 98,004 | $949 | 12/31/2023 | SMFG | 98,004 | $949 | 12/31/2023 | Point72 Asset Management L.P. | 97,900 | $948 | 12/31/2023 | SMFG | 97,900 | $948 | 12/31/2023 | Citadel Advisors LLC | | $945 | 12/31/2023 | SMFG | 89,307 | $864 | 12/31/2023 | Call | 19,100 | $185 | 12/31/2023 | Put | 10,700 | $104 | 12/31/2023 | Te Ahumairangi Investment Management Ltd | 96,777 | $937 | 12/31/2023 | SMFG | 96,777 | $937 | 12/31/2023 | CI Private Wealth LLC | 91,675 | $887 | 12/31/2023 | SMFG | 91,675 | $887 | 12/31/2023 | Advisor Group Holdings Inc. | 90,268 | $874 | 12/31/2023 | SMFG | 90,268 | $874 | 12/31/2023 | United Capital Financial Advisers LLC | 89,814 | $869 | 12/31/2023 | SMFG | 89,814 | $869 | 12/31/2023 | Orion Portfolio Solutions LLC | 85,714 | $854 | 12/31/2023 | SMFG | 85,714 | $854 | 12/31/2023 | BNP Paribas Arbitrage SA | 85,626 | $829 | 12/31/2023 | SMFG | 85,626 | $829 | 12/31/2023 | Lazard Asset Management LLC | 84,063 | $813 | 12/31/2023 | SMFG | 84,063 | $813 | 12/31/2023 | Vident Advisory LLC | 84,013 | $813 | 12/31/2023 | SMFG | 84,013 | $813 | 12/31/2023 | Sequoia Financial Advisors LLC | 82,979 | $803 | 12/31/2023 | SMFG | 82,979 | $803 | 12/31/2023 | AXQ Capital LP | 83,000 | $803 | 12/31/2023 | SMFG | 83,000 | $803 | 12/31/2023 | Dorsey & Whitney Trust CO LLC | 81,928 | $793 | 12/31/2023 | SMFG | 81,928 | $793 | 12/31/2023 | Mount Yale Investment Advisors LLC | 78,650 | $761 | 12/31/2023 | SMFG | 78,650 | $761 | 12/31/2023 | Eagle Asset Management Inc. | 75,825 | $734 | 12/31/2023 | SMFG | 75,825 | $734 | 12/31/2023 | MML Investors Services LLC | 72,902 | $706 | 12/31/2023 | SMFG | 72,902 | $706 | 12/31/2023 | LPL Financial LLC | 72,269 | $700 | 12/31/2023 | SMFG | 72,269 | $700 | 12/31/2023 | Tudor Investment Corp Et Al | 71,699 | $694 | 12/31/2023 | SMFG | 71,699 | $694 | 12/31/2023 | Investors Research Corp | 70,404 | $682 | 12/31/2023 | SMFG | 70,404 | $682 | 12/31/2023 | Mission Wealth Management LP | 70,205 | $680 | 12/31/2023 | SMFG | 70,205 | $680 | 12/31/2023 | Tiger Pacific Capital LP | 66,098 | $640 | 12/31/2023 | SMFG | 66,098 | $640 | 12/31/2023 | Ballentine Partners LLC | 53,380 | $628 | 03/31/2024 | SMFG | 53,380 | $628 | 03/31/2024 | Oppenheimer Asset Management Inc. | 64,804 | $627 | 12/31/2023 | SMFG | 64,804 | $627 | 12/31/2023 | BKM Wealth Management LLC | 53,010 | $624 | 03/31/2024 | SMFG | 53,010 | $624 | 03/31/2024 | Truist Financial Corp | 63,627 | $616 | 12/31/2023 | SMFG | 63,627 | $616 | 12/31/2023 | Guggenheim Capital LLC | 63,631 | $616 | 12/31/2023 | SMFG | 63,631 | $616 | 12/31/2023 | Quadrant Capital Group LLC | 63,013 | $610 | 12/31/2023 | SMFG | 63,013 | $610 | 12/31/2023 | Pacer Advisors Inc. | 61,566 | $596 | 12/31/2023 | SMFG | 61,566 | $596 | 12/31/2023 | Gradient Investments LLC | 48,779 | $574 | 03/31/2024 | SMFG | 48,779 | $574 | 03/31/2024 | Chevy Chase Trust Holdings Inc. | 59,178 | $573 | 12/31/2023 | SMFG | 59,178 | $573 | 12/31/2023 | CAPROCK Group Inc. | 48,637 | $572 | 03/31/2024 | SMFG | 48,637 | $572 | 03/31/2024 | Lake Street Advisors Group LLC | 55,947 | $542 | 12/31/2023 | SMFG | 55,947 | $542 | 12/31/2023 | Covenant Partners LLC | 55,785 | $540 | 12/31/2023 | SMFG | 55,785 | $540 | 12/31/2023 | Vise Technologies Inc. | 55,317 | $535 | 12/31/2023 | SMFG | 55,317 | $535 | 12/31/2023 | Captrust Financial Advisors | 53,533 | $518 | 12/31/2023 | SMFG | 53,533 | $518 | 12/31/2023 | Checchi Capital Advisers LLC | 43,590 | $513 | 03/31/2024 | SMFG | 43,590 | $513 | 03/31/2024 | M&T Bank Corp | 52,939 | $512 | 12/31/2023 | SMFG | 52,939 | $512 | 12/31/2023 | Flow Traders U.S. LLC | 52,052 | $504 | 12/31/2023 | SMFG | 52,052 | $504 | 12/31/2023 | Vanguard Capital Wealth Advisors | 42,563 | $501 | 03/31/2024 | SMFG | 42,563 | $501 | 03/31/2024 | AdvisorShares Investments LLC | 51,300 | $497 | 12/31/2023 | SMFG | 51,300 | $497 | 12/31/2023 | Inspire Advisors LLC | 51,181 | $495 | 12/31/2023 | SMFG | 51,181 | $495 | 12/31/2023 | Evergreen Capital Management LLC | 50,648 | $490 | 12/31/2023 | SMFG | 50,648 | $490 | 12/31/2023 | Raymond James & Associates | 41,254 | $486 | 03/31/2024 | SMFG | 41,254 | $486 | 03/31/2024 | Townsquare Capital LLC | 48,728 | $472 | 12/31/2023 | SMFG | 48,728 | $472 | 12/31/2023 | Westwood Holdings Group Inc. | 47,843 | $463 | 12/31/2023 | SMFG | 47,843 | $463 | 12/31/2023 | Dfpg Investments LLC | 48,206 | $463 | 12/31/2023 | SMFG | 48,206 | $463 | 12/31/2023 | Aaron Wealth Advisors | 37,981 | $447 | 03/31/2024 | SMFG | 37,981 | $447 | 03/31/2024 | Sage Rhino Capital LLC | 37,004 | $436 | 03/31/2024 | SMFG | 37,004 | $436 | 03/31/2024 | Cable Hill Partners LLC | 34,099 | $401 | 03/31/2024 | SMFG | 34,099 | $401 | 03/31/2024 | PDS Planning Inc | 41,164 | $398 | 12/31/2023 | SMFG | 41,164 | $398 | 12/31/2023 | Parallel Advisors LLC | 40,961 | $397 | 12/31/2023 | SMFG | 40,961 | $397 | 12/31/2023 | Mather Group LLC. | 32,760 | $386 | 03/31/2024 | SMFG | 32,760 | $386 | 03/31/2024 | Glenmede Trust Co. NA | 38,615 | $374 | 12/31/2023 | SMFG | 38,615 | $374 | 12/31/2023 | RNC Capital Management LLC | 38,110 | $369 | 12/31/2023 | SMFG | 38,110 | $369 | 12/31/2023 | Pinnacle Wealth Planning Services Inc. | 37,607 | $364 | 12/31/2023 | SMFG | 37,607 | $364 | 12/31/2023 | Norden Group LLC | 30,726 | $362 | 03/31/2024 | SMFG | 30,726 | $362 | 03/31/2024 | V Square Quantitative Management LLC | 30,575 | $348 | 03/31/2024 | SMFG | 30,575 | $348 | 03/31/2024 | Atomi Financial Group Inc. | 35,153 | $340 | 12/31/2023 | SMFG | 35,153 | $340 | 12/31/2023 | UMB Bank N A MO | 28,396 | $334 | 03/31/2024 | SMFG | 28,396 | $334 | 03/31/2024 | Cetera Advisor Networks LLC | 33,652 | $326 | 12/31/2023 | SMFG | 33,652 | $326 | 12/31/2023 | Channing Global Advisors LLC | 33,484 | $324 | 12/31/2023 | SMFG | 33,484 | $324 | 12/31/2023 | Atlas Capital Advisors LLC | 27,389 | $322 | 03/31/2024 | SMFG | 27,389 | $322 | 03/31/2024 | Advisors Asset Management Inc. | 33,316 | $322 | 12/31/2023 | SMFG | 33,316 | $322 | 12/31/2023 | Traveka Wealth LLC | 26,647 | $314 | 03/31/2024 | SMFG | 26,647 | $314 | 03/31/2024 | Boston Private Wealth LLC | 30,430 | $295 | 12/31/2023 | SMFG | 30,430 | $295 | 12/31/2023 | Gateway Advisory LLC | 30,417 | $294 | 12/31/2023 | SMFG | 30,417 | $294 | 12/31/2023 | Schechter Investment Advisors LLC | 30,360 | $294 | 12/31/2023 | SMFG | 30,360 | $294 | 12/31/2023 | Gallacher Capital Management LLC | 29,773 | $288 | 12/31/2023 | SMFG | 29,773 | $288 | 12/31/2023 | Schroder Investment Management Group | 29,196 | $283 | 12/31/2023 | SMFG | 29,196 | $283 | 12/31/2023 | Principal Street Partners LLC | 29,134 | $282 | 12/31/2023 | SMFG | 29,134 | $282 | 12/31/2023 | Parallax Volatility Advisers L.P. | | $278 | 12/31/2023 | Call | 28,700 | $278 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 23,571 | $277 | 03/31/2024 | SMFG | 23,571 | $277 | 03/31/2024 | GWM Advisors LLC | 27,862 | $277 | 12/31/2023 | SMFG | 27,862 | $277 | 12/31/2023 | Jefferies Financial Group Inc. | 27,663 | $268 | 12/31/2023 | SMFG | 27,663 | $268 | 12/31/2023 | Sivia Capital Partners LLC | 21,644 | $255 | 03/31/2024 | SMFG | 21,644 | $255 | 03/31/2024 | D. E. Shaw & Co. Inc. | 26,144 | $253 | 12/31/2023 | SMFG | 26,144 | $253 | 12/31/2023 | Ieq Capital LLC | 25,447 | $246 | 12/31/2023 | SMFG | 25,447 | $246 | 12/31/2023 | Seven Eight Capital LP | 25,161 | $244 | 12/31/2023 | SMFG | 25,161 | $244 | 12/31/2023 | Private Advisor Group LLC | 25,096 | $243 | 12/31/2023 | SMFG | 25,096 | $243 | 12/31/2023 | Drive Wealth Management LLC | 20,416 | $240 | 03/31/2024 | SMFG | 20,416 | $240 | 03/31/2024 | Clarius Group LLC | 20,282 | $239 | 03/31/2024 | SMFG | 20,282 | $239 | 03/31/2024 | EWA LLC | 22,744 | $237 | 12/31/2023 | SMFG | 22,744 | $237 | 12/31/2023 | Two Sigma Securities LLC | 24,257 | $235 | 12/31/2023 | SMFG | 24,257 | $235 | 12/31/2023 | Five Oceans Advisors | 19,870 | $234 | 03/31/2024 | SMFG | 19,870 | $234 | 03/31/2024 | Hsbc Holdings PLC | 23,943 | $232 | 12/31/2023 | SMFG | 23,943 | $232 | 12/31/2023 | Dana Investment Advisors Inc. | 23,702 | $229 | 12/31/2023 | SMFG | 23,702 | $229 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 19,283 | $227 | 03/31/2024 | SMFG | 19,283 | $227 | 03/31/2024 | Pzena Investment Management LLC | 23,154 | $224 | 12/31/2023 | SMFG | 23,154 | $224 | 12/31/2023 | Nomura Holdings Inc. | 23,000 | $223 | 12/31/2023 | SMFG | 23,000 | $223 | 12/31/2023 | Allspring Global Investments Holdings LLC | 18,796 | $221 | 03/31/2024 | SMFG | 18,796 | $221 | 03/31/2024 | Trust Point Inc. | 18,494 | $218 | 03/31/2024 | SMFG | 18,494 | $218 | 03/31/2024 | BSW Wealth Partners | 18,029 | $212 | 03/31/2024 | SMFG | 18,029 | $212 | 03/31/2024 | Shilanski & Associates Inc. | 17,502 | $206 | 03/31/2024 | SMFG | 17,502 | $206 | 03/31/2024 | Lindbrook Capital LLC | 17,368 | $204 | 03/31/2024 | SMFG | 17,368 | $204 | 03/31/2024 | Prime Capital Investment Advisors LLC | 20,908 | $202 | 12/31/2023 | SMFG | 20,908 | $202 | 12/31/2023 | First Affirmative Financial Network | 16,948 | $199 | 03/31/2024 | SMFG | 16,948 | $199 | 03/31/2024 | West Family Investments Inc. | 20,500 | $198 | 12/31/2023 | SMFG | 20,500 | $198 | 12/31/2023 | Claro Advisors LLC | 16,712 | $197 | 03/31/2024 | SMFG | 16,712 | $197 | 03/31/2024 | Werba Rubin Papier Wealth Management | 20,388 | $197 | 12/31/2023 | SMFG | 20,388 | $197 | 12/31/2023 | Virtu Financial LLC | 20,281 | $196 | 12/31/2023 | SMFG | 20,281 | $196 | 12/31/2023 | Barclays PLC | 20,000 | $194 | 12/31/2023 | SMFG | 20,000 | $194 | 12/31/2023 | CWM LLC | 15,715 | $185 | 03/31/2024 | SMFG | 15,715 | $185 | 03/31/2024 | Prudential Financial Inc. | 18,863 | $183 | 12/31/2023 | SMFG | 18,863 | $183 | 12/31/2023 | Russell Investments Group Ltd. | 18,561 | $180 | 12/31/2023 | SMFG | 18,561 | $180 | 12/31/2023 | Wrapmanager Inc. | 18,355 | $178 | 12/31/2023 | SMFG | 18,355 | $178 | 12/31/2023 | Stratos Wealth Partners LTD. | 14,916 | $176 | 03/31/2024 | SMFG | 14,916 | $176 | 03/31/2024 | Kestra Advisory Services LLC | 17,935 | $174 | 12/31/2023 | SMFG | 17,935 | $174 | 12/31/2023 | New Republic Capital LLC | 17,903 | $173 | 12/31/2023 | SMFG | 17,903 | $173 | 12/31/2023 | Valeo Financial Advisors LLC | 15,121 | $172 | 03/31/2024 | SMFG | 15,121 | $172 | 03/31/2024 | Beverly Hills Private Wealth LLC | 17,502 | $169 | 12/31/2023 | SMFG | 17,502 | $169 | 12/31/2023 | GAMMA Investing LLC | | $166 | 03/31/2024 | SMFG | 12,171 | $143 | 03/31/2024 | Common Stock | 390 | $23 | 03/31/2024 | Envestnet Portfolio Solutions Inc. | 16,619 | $161 | 12/31/2023 | SMFG | 16,619 | $161 | 12/31/2023 | Regions Financial Corp | 13,297 | $157 | 03/31/2024 | SMFG | 13,297 | $157 | 03/31/2024 | Keel Point LLC | 13,258 | $156 | 03/31/2024 | SMFG | 13,258 | $156 | 03/31/2024 | Acorn Creek Capital LLC | 13,243 | $156 | 03/31/2024 | SMFG | 13,243 | $156 | 03/31/2024 | Citigroup Inc. | 15,951 | $154 | 12/31/2023 | SMFG | 15,951 | $154 | 12/31/2023 | Prudent Man Advisors LLC | 15,892 | $154 | 12/31/2023 | SMFG | 15,892 | $154 | 12/31/2023 | Smartleaf Asset Management LLC | 15,848 | $153 | 12/31/2023 | SMFG | 15,848 | $153 | 12/31/2023 | Personal CFO Solutions LLC | 15,669 | $152 | 12/31/2023 | SMFG | 15,669 | $152 | 12/31/2023 | Wedmont Private Capital | 12,900 | $150 | 03/31/2024 | SMFG | 12,900 | $150 | 03/31/2024 | Rehmann Capital Advisory Group | 15,360 | $149 | 12/31/2023 | SMFG | 15,360 | $149 | 12/31/2023 | Ronald Blue Trust Inc. | 14,834 | $147 | 12/31/2023 | SMFG | 14,834 | $147 | 12/31/2023 | Engineers Gate Manager LP | 15,005 | $145 | 12/31/2023 | SMFG | 15,005 | $145 | 12/31/2023 | Apollon Wealth Management LLC | 14,819 | $143 | 12/31/2023 | SMFG | 14,819 | $143 | 12/31/2023 | Cetera Investment Advisers | 14,668 | $142 | 12/31/2023 | SMFG | 14,668 | $142 | 12/31/2023 | HighPoint Advisor Group LLC | 11,924 | $141 | 12/31/2023 | SMFG | 11,924 | $141 | 12/31/2023 | Keybank National Association OH | 14,444 | $140 | 12/31/2023 | SMFG | 14,444 | $140 | 12/31/2023 | Callan Capital LLC | 14,240 | $138 | 12/31/2023 | SMFG | 14,240 | $138 | 12/31/2023 | State Street Corp | 13,954 | $135 | 12/31/2023 | SMFG | 13,954 | $135 | 12/31/2023 | Commonwealth Equity Services LLC | 11,165 | $131 | 03/31/2024 | SMFG | 11,165 | $131 | 03/31/2024 | Barometer Capital Management Inc. | 12,700 | $123 | 12/31/2023 | SMFG | 12,700 | $123 | 12/31/2023 | GeoWealth Management LLC | 11,916 | $115 | 12/31/2023 | SMFG | 11,916 | $115 | 12/31/2023 | Neuberger Berman Group LLC | 11,745 | $114 | 12/31/2023 | SMFG | 11,745 | $114 | 12/31/2023 | Onyx Bridge Wealth Group LLC | 10,000 | $112 | 03/31/2024 | SMFG | 10,000 | $112 | 03/31/2024 | Putnam FL Investment Management Co. | 11,175 | $108 | 12/31/2023 | SMFG | 11,175 | $108 | 12/31/2023 | Catalytic Wealth RIA LLC | 11,161 | $108 | 12/31/2023 | SMFG | 11,161 | $108 | 12/31/2023 | Buckingham Strategic Wealth LLC | 10,403 | $101 | 12/31/2023 | SMFG | 10,403 | $101 | 12/31/2023 | Ellevest Inc. | 10,127 | $98 | 12/31/2023 | SMFG | 10,127 | $98 | 12/31/2023 | D Orazio & Associates Inc. | 10,172 | $98 | 12/31/2023 | SMFG | 10,172 | $98 | 12/31/2023 | Seven Mile Advisory | 10,156 | $98 | 12/31/2023 | SMFG | 10,156 | $98 | 12/31/2023 | Legacy Financial Advisors Inc. | 10,003 | $97 | 12/31/2023 | SMFG | 10,003 | $97 | 12/31/2023 | Farther Finance Advisors LLC | 8,430 | $82 | 12/31/2023 | SMFG | 8,430 | $82 | 12/31/2023 | Paradigm Asset Management Co. LLC | 8,300 | $80 | 12/31/2023 | SMFG | 8,300 | $80 | 12/31/2023 | Global Retirement Partners LLC | 6,338 | $75 | 03/31/2024 | SMFG | 6,338 | $75 | 03/31/2024 | Hexagon Capital Partners LLC | 6,116 | $72 | 03/31/2024 | SMFG | 6,116 | $72 | 03/31/2024 | Assetmark Inc. | 6,641 | $64 | 12/31/2023 | SMFG | 6,641 | $64 | 12/31/2023 | Glassman Wealth Services | 6,492 | $63 | 12/31/2023 | SMFG | 6,492 | $63 | 12/31/2023 | Rosenberg Matthew Hamilton | 5,146 | $59 | 03/31/2024 | SMFG | 5,146 | $59 | 03/31/2024 | AXA S.A. | 5,817 | $56 | 12/31/2023 | SMFG | 5,817 | $56 | 12/31/2023 | IFP Advisors Inc | 5,691 | $55 | 12/31/2023 | SMFG | 5,691 | $55 | 12/31/2023 | Parkside Financial Bank & Trust | 5,380 | $52 | 12/31/2023 | SMFG | 5,380 | $52 | 12/31/2023 | Group One Trading L.P. | | $47 | 12/31/2023 | Call | 5,000 | $48 | 12/31/2023 | Put | 500 | $5 | 12/31/2023 | SMFG | 399 | $4 | 12/31/2023 | Zions Bancorporation N.A. | 4,743 | $46 | 12/31/2023 | SMFG | 4,743 | $46 | 12/31/2023 | Farmers & Merchants Investments Inc. | 3,558 | $42 | 03/31/2024 | SMFG | 3,558 | $42 | 03/31/2024 | Bruce G. Allen Investments LLC | 3,440 | $40 | 03/31/2024 | SMFG | 3,440 | $40 | 03/31/2024 | Huntington National Bank | 3,781 | $37 | 12/31/2023 | SMFG | 3,781 | $37 | 12/31/2023 | Steward Partners Investment Advisory LLC | 3,728 | $36 | 12/31/2023 | SMFG | 3,728 | $36 | 12/31/2023 | Principal Securities Inc. | 3,493 | $34 | 12/31/2023 | SMFG | 3,493 | $34 | 12/31/2023 | NBC Securities Inc. | 2,614 | $31 | 03/31/2024 | SMFG | 2,614 | $31 | 03/31/2024 | TD Waterhouse Canada Inc. | 3,101 | $30 | 12/31/2023 | SMFG | 3,101 | $30 | 12/31/2023 | First Horizon Advisors Inc. | 2,478 | $29 | 03/31/2024 | SMFG | 2,478 | $29 | 03/31/2024 | Perritt Capital Management Inc. | 2,500 | $24 | 12/31/2023 | SMFG | 2,500 | $24 | 12/31/2023 | JFS Wealth Advisors LLC | 2,274 | $22 | 12/31/2023 | SMFG | 2,274 | $22 | 12/31/2023 | Rise Advisors LLC | 1,799 | $21 | 03/31/2024 | SMFG | 1,799 | $21 | 03/31/2024 | Fifth Third Bancorp | 1,736 | $20 | 03/31/2024 | SMFG | 1,736 | $20 | 03/31/2024 | EverSource Wealth Advisors LLC | 1,849 | $18 | 12/31/2023 | SMFG | 1,849 | $18 | 12/31/2023 | HHM Wealth Advisors LLC | 1,770 | $17 | 12/31/2023 | SMFG | 1,770 | $17 | 12/31/2023 | Allworth Financial LP | 1,334 | $16 | 03/31/2024 | SMFG | 1,334 | $16 | 03/31/2024 | BOKF NA | 1,469 | $14 | 12/31/2023 | SMFG | 1,469 | $14 | 12/31/2023 | Tower Research Capital LLC TRC | 1,297 | $13 | 12/31/2023 | SMFG | 1,297 | $13 | 12/31/2023 | Financial Management Professionals Inc. | 839 | $10 | 03/31/2024 | SMFG | 839 | $10 | 03/31/2024 | Eagle Bay Advisors LLC | 963 | $9 | 12/31/2023 | SMFG | 963 | $9 | 12/31/2023 | RFP Financial Group LLC | 943 | $9 | 12/31/2023 | SMFG | 943 | $9 | 12/31/2023 | GW&K Investment Management LLC | 867 | $8 | 12/31/2023 | SMFG | 867 | $8 | 12/31/2023 | Cape Investment Advisory Inc. | 684 | $7 | 12/31/2023 | SMFG | 684 | $7 | 12/31/2023 | Redmont Wealth Advisors LLC | 540 | $6 | 03/31/2024 | SMFG | 540 | $6 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 600 | $6 | 12/31/2023 | SMFG | 600 | $6 | 12/31/2023 | Harbour Investments Inc. | 546 | $5 | 12/31/2023 | SMFG | 546 | $5 | 12/31/2023 | Manchester Capital Management LLC | 529 | $5 | 12/31/2023 | SMFG | 529 | $5 | 12/31/2023 | Financial Connections Group Inc. | 561 | $5 | 12/31/2023 | SMFG | 561 | $5 | 12/31/2023 | Jones Financial Companies Lllp | 425 | $4 | 12/31/2023 | SMFG | 425 | $4 | 12/31/2023 | Kayne Anderson Rudnick Investment Management LLC | 452 | $4 | 12/31/2023 | SMFG | 452 | $4 | 12/31/2023 | Wetzel Investment Advisors Inc. | 274 | $3 | 03/31/2024 | SMFG | 274 | $3 | 03/31/2024 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 341 | $3 | 12/31/2023 | SMFG | 341 | $3 | 12/31/2023 | FinTrust Capital Advisors LLC | 319 | $3 | 12/31/2023 | SMFG | 319 | $3 | 12/31/2023 | Nemes Rush Group LLC | 285 | $3 | 12/31/2023 | SMFG | 285 | $3 | 12/31/2023 | PSI Advisors LLC | 200 | $2 | 03/31/2024 | SMFG | 200 | $2 | 03/31/2024 | Financial Synergies Wealth Advisors Inc. | 183 | $2 | 03/31/2024 | SMFG | 183 | $2 | 03/31/2024 | Proequities Inc. | | $2 | 12/31/2023 | SMFG | 169 | $2 | 12/31/2023 | Put | 0 | $0 | 12/31/2023 | Call | 0 | $0 | 12/31/2023 | Bessemer Group Inc. | 227 | $2 | 12/31/2023 | SMFG | 227 | $2 | 12/31/2023 | Motco | 187 | $2 | 12/31/2023 | SMFG | 187 | $2 | 12/31/2023 | Johnson Financial Group Inc. | 164 | $2 | 12/31/2023 | SMFG | 164 | $2 | 12/31/2023 | Advisory Services Network LLC | 243 | $2 | 12/31/2023 | SMFG | 243 | $2 | 12/31/2023 | Harbor Investment Advisory LLC | 44 | $1 | 03/31/2024 | SMFG | 44 | $1 | 03/31/2024 | Private Ocean LLC | 104 | $1 | 03/31/2024 | SMFG | 104 | $1 | 03/31/2024 | CVA Family Office LLC | 115 | $1 | 03/31/2024 | SMFG | 115 | $1 | 03/31/2024 | SYSTM Wealth Solutions LLC | 60 | $1 | 03/31/2024 | SMFG | 60 | $1 | 03/31/2024 | ClariVest Asset Management LLC | 87 | $1 | 12/31/2023 | SMFG | 87 | $1 | 12/31/2023 | Grove Bank & Trust | 75 | $1 | 12/31/2023 | SMFG | 75 | $1 | 12/31/2023 | Larson Financial Group LLC | 109 | $1 | 12/31/2023 | SMFG | 109 | $1 | 12/31/2023 | Carolinas Wealth Consulting LLC | 132 | $1 | 12/31/2023 | SMFG | 132 | $1 | 12/31/2023 | Coppell Advisory Solutions LLC | 57 | $1 | 12/31/2023 | SMFG | 57 | $1 | 12/31/2023 | Bell Investment Advisors Inc | 56 | $1 | 12/31/2023 | SMFG | 56 | $1 | 12/31/2023 | Tyler Stone Wealth Management | 153 | $1 | 12/31/2023 | SMFG | 153 | $1 | 12/31/2023 | Frazier Financial Advisors LLC | 101 | $1 | 12/31/2023 | SMFG | 101 | $1 | 12/31/2023 | AdvisorNet Financial Inc | 33 | $0 | 03/31/2024 | SMFG | 33 | $0 | 03/31/2024 | JJJ Advisors Inc. | 5 | $0 | 03/31/2024 | SMFG | 5 | $0 | 03/31/2024 | Baystate Wealth Management LLC | 38 | $0 | 12/31/2023 | SMFG | 38 | $0 | 12/31/2023 | Cornerstone Planning Group LLC | 32 | $0 | 12/31/2023 | SMFG | 32 | $0 | 12/31/2023 | PEAK6 Investments LLC | 7,967 | $-161 | 12/31/2023 | Put | 24,600 | $238 | 12/31/2023 | SMFG | 7,967 | $77 | 12/31/2023 |
See Summary: Institutional Holders of SMFG
See Details: Top 10 Hedge Funds Holding SMFG
Also See: SMFG Holdings Changes
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