Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree SMFG Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding SMFG

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley13,382,451$129,542 12/31/2023
     SMFG13,382,451$129,542 12/31/2023
Goldman Sachs Group Inc.11,033,220$106,802 12/31/2023
     SMFG11,033,220$106,802 12/31/2023
FMR LLC7,027,485$68,026 12/31/2023
     SMFG7,027,485$68,026 12/31/2023
BlackRock Inc.6,644,207$64,316 12/31/2023
     SMFG6,644,207$64,316 12/31/2023
Wells Fargo & Company MN4,270,062$41,334 12/31/2023
     SMFG4,270,062$41,334 12/31/2023
Northern Trust Corp3,394,454$32,858 12/31/2023
     SMFG3,394,454$32,858 12/31/2023
Millennium Management LLC3,227,685$31,244 12/31/2023
     SMFG3,227,685$31,244 12/31/2023
Dimensional Fund Advisors LP2,799,584$27,100 12/31/2023
     SMFG2,799,584$27,100 12/31/2023
Invesco Ltd.2,490,505$24,108 12/31/2023
     SMFG2,490,505$24,108 12/31/2023
Renaissance Technologies LLC1,716,070$16,612 12/31/2023
     SMFG1,716,070$16,612 12/31/2023
Jane Street Group LLC1,611,597$15,600 12/31/2023
     SMFG1,611,597$15,600 12/31/2023
Bank of America Corp DE1,323,238$12,809 12/31/2023
     SMFG1,323,238$12,809 12/31/2023
Envestnet Asset Management Inc.1,222,036$11,829 12/31/2023
     SMFG1,222,036$11,829 12/31/2023
American Century Companies Inc.1,209,292$11,706 12/31/2023
     SMFG1,209,292$11,706 12/31/2023
Anderson Hoagland & Co.859,561$9,919 03/31/2024
     SMFG859,561$9,919 03/31/2024
Causeway Capital Management LLC988,309$9,567 12/31/2023
     SMFG988,309$9,567 12/31/2023
Royal Bank of Canada924,444$8,949 12/31/2023
     SMFG924,444$8,949 12/31/2023
JPMorgan Chase & Co.831,270$8,047 12/31/2023
     SMFG831,270$8,047 12/31/2023
CIBC World Markets Inc.795,650$7,702 12/31/2023
     SMFG795,650$7,702 12/31/2023
Natixis Advisors L.P.549,278$6,465 03/31/2024
     SMFG549,278$6,465 03/31/2024
CIBC Asset Management Inc659,201$6,381 12/31/2023
     SMFG659,201$6,381 12/31/2023
OLD Mission Capital LLC647,389$6,267 12/31/2023
     SMFG647,389$6,267 12/31/2023
Franklin Resources Inc.586,662$5,679 12/31/2023
     SMFG586,662$5,679 12/31/2023
Simplicity Wealth LLC455,282$5,359 03/31/2024
     SMFG455,282$5,359 03/31/2024
Qube Research & Technologies Ltd540,165$5,229 12/31/2023
     SMFG540,165$5,229 12/31/2023
GTS Securities LLC528,651$5,117 12/31/2023
     SMFG528,651$5,117 12/31/2023
Moran Wealth Management LLC526,526$5,097 12/31/2023
     SMFG526,526$5,097 12/31/2023
Sawtooth Solutions LLC468,009$4,530 12/31/2023
     SMFG468,009$4,530 12/31/2023
Bleakley Financial Group LLC468,009$4,530 12/31/2023
     SMFG468,009$4,530 12/31/2023
Stifel Financial Corp459,356$4,447 12/31/2023
     SMFG459,356$4,447 12/31/2023
Pathstone Holdings LLC441,814$4,277 12/31/2023
     SMFG441,814$4,277 12/31/2023
O Shaughnessy Asset Management LLC436,854$4,229 12/31/2023
     SMFG436,854$4,229 12/31/2023
Crossmark Global Holdings Inc.428,920$4,152 12/31/2023
     SMFG428,920$4,152 12/31/2023
National Bank of Canada FI406,400$3,918 12/31/2023
     SMFG406,400$3,918 12/31/2023
Ramirez Asset Management Inc.374,167$3,622 12/31/2023
     SMFG374,167$3,622 12/31/2023
Quantinno Capital Management LP370,148$3,583 12/31/2023
     SMFG370,148$3,583 12/31/2023
Veriti Management LLC302,246$3,557 03/31/2024
     SMFG302,246$3,557 03/31/2024
Greenleaf Trust295,387$3,477 03/31/2024
     SMFG295,387$3,477 03/31/2024
Mariner LLC356,073$3,447 12/31/2023
     SMFG356,073$3,447 12/31/2023
Ethic Inc.354,574$3,432 12/31/2023
     SMFG354,574$3,432 12/31/2023
UBS Group AG343,461$3,325 12/31/2023
     SMFG343,461$3,325 12/31/2023
Gilman Hill Asset Management LLC275,879$3,247 03/31/2024
     SMFG275,879$3,247 03/31/2024
Bank of New York Mellon Corp270,815$3,187 03/31/2024
     SMFG270,815$3,187 03/31/2024
QRG Capital Management Inc.289,867$2,806 12/31/2023
     SMFG289,867$2,806 12/31/2023
Federated Hermes Inc.277,281$2,684 12/31/2023
     SMFG277,281$2,684 12/31/2023
US Bancorp DE265,458$2,570 12/31/2023
     SMFG265,458$2,570 12/31/2023
Sei Investments Co.252,901$2,448 12/31/2023
     SMFG252,901$2,448 12/31/2023
Legacy Wealth Asset Management LLC206,342$2,429 03/31/2024
     SMFG206,342$2,429 03/31/2024
HighTower Advisors LLC249,069$2,415 12/31/2023
     SMFG249,069$2,415 12/31/2023
StoneX Group Inc.245,665$2,378 12/31/2023
     SMFG245,665$2,378 12/31/2023
Creative Planning244,991$2,372 12/31/2023
     SMFG244,991$2,372 12/31/2023
Cerity Partners LLC242,598$2,348 12/31/2023
     SMFG242,598$2,348 12/31/2023
Bank of Montreal Can239,088$2,317 12/31/2023
     SMFG239,088$2,317 12/31/2023
Integrated Wealth Concepts LLC226,587$2,193 12/31/2023
     SMFG226,587$2,193 12/31/2023
BTC Capital Management Inc.183,885$2,164 03/31/2024
     SMFG183,885$2,164 03/31/2024
Dorsey Wright & Associates213,699$2,069 12/31/2023
     SMFG213,699$2,069 12/31/2023
Eagle Global Advisors LLC210,000$2,033 12/31/2023
     SMFG210,000$2,033 12/31/2023
The PNC Financial Services Group Inc.205,201$1,986 12/31/2023
     SMFG205,201$1,986 12/31/2023
Capital Fund Management S.A.202,096$1,956 12/31/2023
     SMFG202,096$1,956 12/31/2023
Ameriprise Financial Inc.196,615$1,903 12/31/2023
     SMFG196,615$1,903 12/31/2023
Augustine Asset Management Inc.160,957$1,894 03/31/2024
     SMFG160,957$1,894 03/31/2024
Forum Financial Management LP188,813$1,828 12/31/2023
     SMFG188,813$1,828 12/31/2023
Signaturefd LLC188,498$1,825 12/31/2023
     SMFG188,498$1,825 12/31/2023
Charles Schwab Investment Management Inc.188,240$1,822 12/31/2023
     SMFG188,240$1,822 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund184,000$1,781 12/31/2023
     SMFG184,000$1,781 12/31/2023
Susquehanna International Group Ltd.175,640$1,700 12/31/2023
     SMFG175,640$1,700 12/31/2023
Wetherby Asset Management Inc.171,601$1,661 12/31/2023
     SMFG171,601$1,661 12/31/2023
Morningstar Investment Services LLC166,304$1,602 12/31/2023
     SMFG166,304$1,602 12/31/2023
Lockheed Martin Investment Management Co.164,050$1,588 12/31/2023
     SMFG164,050$1,588 12/31/2023
Naviter Wealth LLC133,246$1,568 03/31/2024
     SMFG133,246$1,568 03/31/2024
Rhumbline Advisers162,013$1,568 12/31/2023
     SMFG162,013$1,568 12/31/2023
Boston Partners160,638$1,555 12/31/2023
     SMFG160,638$1,555 12/31/2023
Georgetown University160,183$1,551 12/31/2023
     SMFG160,183$1,551 12/31/2023
Fisher Asset Management LLC158,609$1,535 12/31/2023
     SMFG158,609$1,535 12/31/2023
Calamos Advisors LLC144,000$1,394 12/31/2023
     SMFG144,000$1,394 12/31/2023
Ritholtz Wealth Management118,206$1,391 03/31/2024
     SMFG118,206$1,391 03/31/2024
Yousif Capital Management LLC115,576$1,360 03/31/2024
     SMFG115,576$1,360 03/31/2024
Sanders Capital LLC139,963$1,355 12/31/2023
     SMFG139,963$1,355 12/31/2023
Park Avenue Securities LLC111,607$1,314 03/31/2024
     SMFG111,607$1,314 03/31/2024
Susquehanna International Group LLP $1,288 12/31/2023
     Call101,600$983 12/31/2023
     SMFG31,518$305 12/31/2023
JustInvest LLC132,513$1,283 12/31/2023
     SMFG132,513$1,283 12/31/2023
Aquatic Capital Management LLC125,800$1,218 12/31/2023
     SMFG125,800$1,218 12/31/2023
Orbis Allan Gray Ltd125,203$1,212 12/31/2023
     SMFG125,203$1,212 12/31/2023
Cresset Asset Management LLC123,639$1,197 12/31/2023
     SMFG123,639$1,197 12/31/2023
Capital Wealth Planning LLC117,331$1,136 12/31/2023
     SMFG117,331$1,136 12/31/2023
Penserra Capital Management LLC117,331$1,135 12/31/2023
     SMFG117,331$1,135 12/31/2023
Mercer Global Advisors Inc. ADV116,247$1,125 12/31/2023
     SMFG116,247$1,125 12/31/2023
Two Sigma Investments LP104,400$1,011 12/31/2023
     SMFG104,400$1,011 12/31/2023
Johnson Investment Counsel Inc.98,004$949 12/31/2023
     SMFG98,004$949 12/31/2023
Point72 Asset Management L.P.97,900$948 12/31/2023
     SMFG97,900$948 12/31/2023
Citadel Advisors LLC $945 12/31/2023
     SMFG89,307$864 12/31/2023
     Call19,100$185 12/31/2023
     Put10,700$104 12/31/2023
Te Ahumairangi Investment Management Ltd96,777$937 12/31/2023
     SMFG96,777$937 12/31/2023
CI Private Wealth LLC91,675$887 12/31/2023
     SMFG91,675$887 12/31/2023
Advisor Group Holdings Inc.90,268$874 12/31/2023
     SMFG90,268$874 12/31/2023
United Capital Financial Advisers LLC89,814$869 12/31/2023
     SMFG89,814$869 12/31/2023
Orion Portfolio Solutions LLC85,714$854 12/31/2023
     SMFG85,714$854 12/31/2023
BNP Paribas Arbitrage SA85,626$829 12/31/2023
     SMFG85,626$829 12/31/2023
Lazard Asset Management LLC84,063$813 12/31/2023
     SMFG84,063$813 12/31/2023
Vident Advisory LLC84,013$813 12/31/2023
     SMFG84,013$813 12/31/2023
Sequoia Financial Advisors LLC82,979$803 12/31/2023
     SMFG82,979$803 12/31/2023
AXQ Capital LP83,000$803 12/31/2023
     SMFG83,000$803 12/31/2023
Dorsey & Whitney Trust CO LLC81,928$793 12/31/2023
     SMFG81,928$793 12/31/2023
Mount Yale Investment Advisors LLC78,650$761 12/31/2023
     SMFG78,650$761 12/31/2023
Eagle Asset Management Inc.75,825$734 12/31/2023
     SMFG75,825$734 12/31/2023
MML Investors Services LLC72,902$706 12/31/2023
     SMFG72,902$706 12/31/2023
LPL Financial LLC72,269$700 12/31/2023
     SMFG72,269$700 12/31/2023
Tudor Investment Corp Et Al71,699$694 12/31/2023
     SMFG71,699$694 12/31/2023
Investors Research Corp70,404$682 12/31/2023
     SMFG70,404$682 12/31/2023
Mission Wealth Management LP70,205$680 12/31/2023
     SMFG70,205$680 12/31/2023
Tiger Pacific Capital LP66,098$640 12/31/2023
     SMFG66,098$640 12/31/2023
Ballentine Partners LLC53,380$628 03/31/2024
     SMFG53,380$628 03/31/2024
Oppenheimer Asset Management Inc.64,804$627 12/31/2023
     SMFG64,804$627 12/31/2023
BKM Wealth Management LLC53,010$624 03/31/2024
     SMFG53,010$624 03/31/2024
Truist Financial Corp63,627$616 12/31/2023
     SMFG63,627$616 12/31/2023
Guggenheim Capital LLC63,631$616 12/31/2023
     SMFG63,631$616 12/31/2023
Quadrant Capital Group LLC63,013$610 12/31/2023
     SMFG63,013$610 12/31/2023
Pacer Advisors Inc.61,566$596 12/31/2023
     SMFG61,566$596 12/31/2023
Gradient Investments LLC48,779$574 03/31/2024
     SMFG48,779$574 03/31/2024
Chevy Chase Trust Holdings Inc.59,178$573 12/31/2023
     SMFG59,178$573 12/31/2023
CAPROCK Group Inc.48,637$572 03/31/2024
     SMFG48,637$572 03/31/2024
Lake Street Advisors Group LLC55,947$542 12/31/2023
     SMFG55,947$542 12/31/2023
Covenant Partners LLC55,785$540 12/31/2023
     SMFG55,785$540 12/31/2023
Vise Technologies Inc.55,317$535 12/31/2023
     SMFG55,317$535 12/31/2023
Captrust Financial Advisors53,533$518 12/31/2023
     SMFG53,533$518 12/31/2023
Checchi Capital Advisers LLC43,590$513 03/31/2024
     SMFG43,590$513 03/31/2024
M&T Bank Corp52,939$512 12/31/2023
     SMFG52,939$512 12/31/2023
Flow Traders U.S. LLC52,052$504 12/31/2023
     SMFG52,052$504 12/31/2023
Vanguard Capital Wealth Advisors42,563$501 03/31/2024
     SMFG42,563$501 03/31/2024
AdvisorShares Investments LLC51,300$497 12/31/2023
     SMFG51,300$497 12/31/2023
Inspire Advisors LLC51,181$495 12/31/2023
     SMFG51,181$495 12/31/2023
Evergreen Capital Management LLC50,648$490 12/31/2023
     SMFG50,648$490 12/31/2023
Raymond James & Associates41,254$486 03/31/2024
     SMFG41,254$486 03/31/2024
Townsquare Capital LLC48,728$472 12/31/2023
     SMFG48,728$472 12/31/2023
Westwood Holdings Group Inc.47,843$463 12/31/2023
     SMFG47,843$463 12/31/2023
Dfpg Investments LLC48,206$463 12/31/2023
     SMFG48,206$463 12/31/2023
Aaron Wealth Advisors37,981$447 03/31/2024
     SMFG37,981$447 03/31/2024
Sage Rhino Capital LLC37,004$436 03/31/2024
     SMFG37,004$436 03/31/2024
Cable Hill Partners LLC34,099$401 03/31/2024
     SMFG34,099$401 03/31/2024
PDS Planning Inc41,164$398 12/31/2023
     SMFG41,164$398 12/31/2023
Parallel Advisors LLC40,961$397 12/31/2023
     SMFG40,961$397 12/31/2023
Mather Group LLC.32,760$386 03/31/2024
     SMFG32,760$386 03/31/2024
Glenmede Trust Co. NA38,615$374 12/31/2023
     SMFG38,615$374 12/31/2023
RNC Capital Management LLC38,110$369 12/31/2023
     SMFG38,110$369 12/31/2023
Pinnacle Wealth Planning Services Inc.37,607$364 12/31/2023
     SMFG37,607$364 12/31/2023
Norden Group LLC30,726$362 03/31/2024
     SMFG30,726$362 03/31/2024
V Square Quantitative Management LLC30,575$348 03/31/2024
     SMFG30,575$348 03/31/2024
Atomi Financial Group Inc.35,153$340 12/31/2023
     SMFG35,153$340 12/31/2023
UMB Bank N A MO28,396$334 03/31/2024
     SMFG28,396$334 03/31/2024
Cetera Advisor Networks LLC33,652$326 12/31/2023
     SMFG33,652$326 12/31/2023
Channing Global Advisors LLC33,484$324 12/31/2023
     SMFG33,484$324 12/31/2023
Atlas Capital Advisors LLC27,389$322 03/31/2024
     SMFG27,389$322 03/31/2024
Advisors Asset Management Inc.33,316$322 12/31/2023
     SMFG33,316$322 12/31/2023
Traveka Wealth LLC26,647$314 03/31/2024
     SMFG26,647$314 03/31/2024
Boston Private Wealth LLC30,430$295 12/31/2023
     SMFG30,430$295 12/31/2023
Gateway Advisory LLC30,417$294 12/31/2023
     SMFG30,417$294 12/31/2023
Schechter Investment Advisors LLC30,360$294 12/31/2023
     SMFG30,360$294 12/31/2023
Gallacher Capital Management LLC29,773$288 12/31/2023
     SMFG29,773$288 12/31/2023
Schroder Investment Management Group29,196$283 12/31/2023
     SMFG29,196$283 12/31/2023
Principal Street Partners LLC29,134$282 12/31/2023
     SMFG29,134$282 12/31/2023
Parallax Volatility Advisers L.P. $278 12/31/2023
     Call28,700$278 12/31/2023
Raymond James Financial Services Advisors Inc.23,571$277 03/31/2024
     SMFG23,571$277 03/31/2024
GWM Advisors LLC27,862$277 12/31/2023
     SMFG27,862$277 12/31/2023
Jefferies Financial Group Inc.27,663$268 12/31/2023
     SMFG27,663$268 12/31/2023
Sivia Capital Partners LLC21,644$255 03/31/2024
     SMFG21,644$255 03/31/2024
D. E. Shaw & Co. Inc.26,144$253 12/31/2023
     SMFG26,144$253 12/31/2023
Ieq Capital LLC25,447$246 12/31/2023
     SMFG25,447$246 12/31/2023
Seven Eight Capital LP25,161$244 12/31/2023
     SMFG25,161$244 12/31/2023
Private Advisor Group LLC25,096$243 12/31/2023
     SMFG25,096$243 12/31/2023
Drive Wealth Management LLC20,416$240 03/31/2024
     SMFG20,416$240 03/31/2024
Clarius Group LLC20,282$239 03/31/2024
     SMFG20,282$239 03/31/2024
EWA LLC22,744$237 12/31/2023
     SMFG22,744$237 12/31/2023
Two Sigma Securities LLC24,257$235 12/31/2023
     SMFG24,257$235 12/31/2023
Five Oceans Advisors19,870$234 03/31/2024
     SMFG19,870$234 03/31/2024
Hsbc Holdings PLC23,943$232 12/31/2023
     SMFG23,943$232 12/31/2023
Dana Investment Advisors Inc.23,702$229 12/31/2023
     SMFG23,702$229 12/31/2023
Wealth Enhancement Advisory Services LLC19,283$227 03/31/2024
     SMFG19,283$227 03/31/2024
Pzena Investment Management LLC23,154$224 12/31/2023
     SMFG23,154$224 12/31/2023
Nomura Holdings Inc.23,000$223 12/31/2023
     SMFG23,000$223 12/31/2023
Allspring Global Investments Holdings LLC18,796$221 03/31/2024
     SMFG18,796$221 03/31/2024
Trust Point Inc.18,494$218 03/31/2024
     SMFG18,494$218 03/31/2024
BSW Wealth Partners18,029$212 03/31/2024
     SMFG18,029$212 03/31/2024
Shilanski & Associates Inc.17,502$206 03/31/2024
     SMFG17,502$206 03/31/2024
Lindbrook Capital LLC17,368$204 03/31/2024
     SMFG17,368$204 03/31/2024
Prime Capital Investment Advisors LLC20,908$202 12/31/2023
     SMFG20,908$202 12/31/2023
First Affirmative Financial Network16,948$199 03/31/2024
     SMFG16,948$199 03/31/2024
West Family Investments Inc.20,500$198 12/31/2023
     SMFG20,500$198 12/31/2023
Claro Advisors LLC16,712$197 03/31/2024
     SMFG16,712$197 03/31/2024
Werba Rubin Papier Wealth Management20,388$197 12/31/2023
     SMFG20,388$197 12/31/2023
Virtu Financial LLC20,281$196 12/31/2023
     SMFG20,281$196 12/31/2023
Barclays PLC20,000$194 12/31/2023
     SMFG20,000$194 12/31/2023
CWM LLC15,715$185 03/31/2024
     SMFG15,715$185 03/31/2024
Prudential Financial Inc.18,863$183 12/31/2023
     SMFG18,863$183 12/31/2023
Russell Investments Group Ltd.18,561$180 12/31/2023
     SMFG18,561$180 12/31/2023
Wrapmanager Inc.18,355$178 12/31/2023
     SMFG18,355$178 12/31/2023
Stratos Wealth Partners LTD.14,916$176 03/31/2024
     SMFG14,916$176 03/31/2024
Kestra Advisory Services LLC17,935$174 12/31/2023
     SMFG17,935$174 12/31/2023
New Republic Capital LLC17,903$173 12/31/2023
     SMFG17,903$173 12/31/2023
Valeo Financial Advisors LLC15,121$172 03/31/2024
     SMFG15,121$172 03/31/2024
Beverly Hills Private Wealth LLC17,502$169 12/31/2023
     SMFG17,502$169 12/31/2023
GAMMA Investing LLC $166 03/31/2024
     SMFG12,171$143 03/31/2024
     Common Stock390$23 03/31/2024
Envestnet Portfolio Solutions Inc.16,619$161 12/31/2023
     SMFG16,619$161 12/31/2023
Regions Financial Corp13,297$157 03/31/2024
     SMFG13,297$157 03/31/2024
Keel Point LLC13,258$156 03/31/2024
     SMFG13,258$156 03/31/2024
Acorn Creek Capital LLC13,243$156 03/31/2024
     SMFG13,243$156 03/31/2024
Citigroup Inc.15,951$154 12/31/2023
     SMFG15,951$154 12/31/2023
Prudent Man Advisors LLC15,892$154 12/31/2023
     SMFG15,892$154 12/31/2023
Smartleaf Asset Management LLC15,848$153 12/31/2023
     SMFG15,848$153 12/31/2023
Personal CFO Solutions LLC15,669$152 12/31/2023
     SMFG15,669$152 12/31/2023
Wedmont Private Capital12,900$150 03/31/2024
     SMFG12,900$150 03/31/2024
Rehmann Capital Advisory Group15,360$149 12/31/2023
     SMFG15,360$149 12/31/2023
Ronald Blue Trust Inc.14,834$147 12/31/2023
     SMFG14,834$147 12/31/2023
Engineers Gate Manager LP15,005$145 12/31/2023
     SMFG15,005$145 12/31/2023
Apollon Wealth Management LLC14,819$143 12/31/2023
     SMFG14,819$143 12/31/2023
Cetera Investment Advisers14,668$142 12/31/2023
     SMFG14,668$142 12/31/2023
HighPoint Advisor Group LLC11,924$141 12/31/2023
     SMFG11,924$141 12/31/2023
Keybank National Association OH14,444$140 12/31/2023
     SMFG14,444$140 12/31/2023
Callan Capital LLC14,240$138 12/31/2023
     SMFG14,240$138 12/31/2023
State Street Corp13,954$135 12/31/2023
     SMFG13,954$135 12/31/2023
Commonwealth Equity Services LLC11,165$131 03/31/2024
     SMFG11,165$131 03/31/2024
Barometer Capital Management Inc.12,700$123 12/31/2023
     SMFG12,700$123 12/31/2023
GeoWealth Management LLC11,916$115 12/31/2023
     SMFG11,916$115 12/31/2023
Neuberger Berman Group LLC11,745$114 12/31/2023
     SMFG11,745$114 12/31/2023
Onyx Bridge Wealth Group LLC10,000$112 03/31/2024
     SMFG10,000$112 03/31/2024
Putnam FL Investment Management Co.11,175$108 12/31/2023
     SMFG11,175$108 12/31/2023
Catalytic Wealth RIA LLC11,161$108 12/31/2023
     SMFG11,161$108 12/31/2023
Buckingham Strategic Wealth LLC10,403$101 12/31/2023
     SMFG10,403$101 12/31/2023
Ellevest Inc.10,127$98 12/31/2023
     SMFG10,127$98 12/31/2023
D Orazio & Associates Inc.10,172$98 12/31/2023
     SMFG10,172$98 12/31/2023
Seven Mile Advisory10,156$98 12/31/2023
     SMFG10,156$98 12/31/2023
Legacy Financial Advisors Inc.10,003$97 12/31/2023
     SMFG10,003$97 12/31/2023
Farther Finance Advisors LLC8,430$82 12/31/2023
     SMFG8,430$82 12/31/2023
Paradigm Asset Management Co. LLC8,300$80 12/31/2023
     SMFG8,300$80 12/31/2023
Global Retirement Partners LLC6,338$75 03/31/2024
     SMFG6,338$75 03/31/2024
Hexagon Capital Partners LLC6,116$72 03/31/2024
     SMFG6,116$72 03/31/2024
Assetmark Inc.6,641$64 12/31/2023
     SMFG6,641$64 12/31/2023
Glassman Wealth Services6,492$63 12/31/2023
     SMFG6,492$63 12/31/2023
Rosenberg Matthew Hamilton5,146$59 03/31/2024
     SMFG5,146$59 03/31/2024
AXA S.A.5,817$56 12/31/2023
     SMFG5,817$56 12/31/2023
IFP Advisors Inc5,691$55 12/31/2023
     SMFG5,691$55 12/31/2023
Parkside Financial Bank & Trust5,380$52 12/31/2023
     SMFG5,380$52 12/31/2023
Group One Trading L.P. $47 12/31/2023
     Call5,000$48 12/31/2023
     Put500$5 12/31/2023
     SMFG399$4 12/31/2023
Zions Bancorporation N.A.4,743$46 12/31/2023
     SMFG4,743$46 12/31/2023
Farmers & Merchants Investments Inc.3,558$42 03/31/2024
     SMFG3,558$42 03/31/2024
Bruce G. Allen Investments LLC3,440$40 03/31/2024
     SMFG3,440$40 03/31/2024
Huntington National Bank3,781$37 12/31/2023
     SMFG3,781$37 12/31/2023
Steward Partners Investment Advisory LLC3,728$36 12/31/2023
     SMFG3,728$36 12/31/2023
Principal Securities Inc.3,493$34 12/31/2023
     SMFG3,493$34 12/31/2023
NBC Securities Inc.2,614$31 03/31/2024
     SMFG2,614$31 03/31/2024
TD Waterhouse Canada Inc.3,101$30 12/31/2023
     SMFG3,101$30 12/31/2023
First Horizon Advisors Inc.2,478$29 03/31/2024
     SMFG2,478$29 03/31/2024
Perritt Capital Management Inc.2,500$24 12/31/2023
     SMFG2,500$24 12/31/2023
JFS Wealth Advisors LLC2,274$22 12/31/2023
     SMFG2,274$22 12/31/2023
Rise Advisors LLC1,799$21 03/31/2024
     SMFG1,799$21 03/31/2024
Fifth Third Bancorp1,736$20 03/31/2024
     SMFG1,736$20 03/31/2024
EverSource Wealth Advisors LLC1,849$18 12/31/2023
     SMFG1,849$18 12/31/2023
HHM Wealth Advisors LLC1,770$17 12/31/2023
     SMFG1,770$17 12/31/2023
Allworth Financial LP1,334$16 03/31/2024
     SMFG1,334$16 03/31/2024
BOKF NA1,469$14 12/31/2023
     SMFG1,469$14 12/31/2023
Tower Research Capital LLC TRC 1,297$13 12/31/2023
     SMFG1,297$13 12/31/2023
Financial Management Professionals Inc.839$10 03/31/2024
     SMFG839$10 03/31/2024
Eagle Bay Advisors LLC963$9 12/31/2023
     SMFG963$9 12/31/2023
RFP Financial Group LLC943$9 12/31/2023
     SMFG943$9 12/31/2023
GW&K Investment Management LLC867$8 12/31/2023
     SMFG867$8 12/31/2023
Cape Investment Advisory Inc.684$7 12/31/2023
     SMFG684$7 12/31/2023
Redmont Wealth Advisors LLC540$6 03/31/2024
     SMFG540$6 03/31/2024
Northwestern Mutual Wealth Management Co.600$6 12/31/2023
     SMFG600$6 12/31/2023
Harbour Investments Inc.546$5 12/31/2023
     SMFG546$5 12/31/2023
Manchester Capital Management LLC529$5 12/31/2023
     SMFG529$5 12/31/2023
Financial Connections Group Inc.561$5 12/31/2023
     SMFG561$5 12/31/2023
Jones Financial Companies Lllp425$4 12/31/2023
     SMFG425$4 12/31/2023
Kayne Anderson Rudnick Investment Management LLC452$4 12/31/2023
     SMFG452$4 12/31/2023
Wetzel Investment Advisors Inc.274$3 03/31/2024
     SMFG274$3 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC341$3 12/31/2023
     SMFG341$3 12/31/2023
FinTrust Capital Advisors LLC319$3 12/31/2023
     SMFG319$3 12/31/2023
Nemes Rush Group LLC285$3 12/31/2023
     SMFG285$3 12/31/2023
PSI Advisors LLC200$2 03/31/2024
     SMFG200$2 03/31/2024
Financial Synergies Wealth Advisors Inc.183$2 03/31/2024
     SMFG183$2 03/31/2024
Proequities Inc. $2 12/31/2023
     SMFG169$2 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
Bessemer Group Inc.227$2 12/31/2023
     SMFG227$2 12/31/2023
Motco187$2 12/31/2023
     SMFG187$2 12/31/2023
Johnson Financial Group Inc.164$2 12/31/2023
     SMFG164$2 12/31/2023
Advisory Services Network LLC243$2 12/31/2023
     SMFG243$2 12/31/2023
Harbor Investment Advisory LLC44$1 03/31/2024
     SMFG44$1 03/31/2024
Private Ocean LLC104$1 03/31/2024
     SMFG104$1 03/31/2024
CVA Family Office LLC115$1 03/31/2024
     SMFG115$1 03/31/2024
SYSTM Wealth Solutions LLC60$1 03/31/2024
     SMFG60$1 03/31/2024
ClariVest Asset Management LLC87$1 12/31/2023
     SMFG87$1 12/31/2023
Grove Bank & Trust75$1 12/31/2023
     SMFG75$1 12/31/2023
Larson Financial Group LLC109$1 12/31/2023
     SMFG109$1 12/31/2023
Carolinas Wealth Consulting LLC132$1 12/31/2023
     SMFG132$1 12/31/2023
Coppell Advisory Solutions LLC57$1 12/31/2023
     SMFG57$1 12/31/2023
Bell Investment Advisors Inc56$1 12/31/2023
     SMFG56$1 12/31/2023
Tyler Stone Wealth Management153$1 12/31/2023
     SMFG153$1 12/31/2023
Frazier Financial Advisors LLC101$1 12/31/2023
     SMFG101$1 12/31/2023
AdvisorNet Financial Inc33$0 03/31/2024
     SMFG33$0 03/31/2024
JJJ Advisors Inc.5$0 03/31/2024
     SMFG5$0 03/31/2024
Baystate Wealth Management LLC38$0 12/31/2023
     SMFG38$0 12/31/2023
Cornerstone Planning Group LLC32$0 12/31/2023
     SMFG32$0 12/31/2023
PEAK6 Investments LLC7,967$-161 12/31/2023
     Put24,600$238 12/31/2023
     SMFG7,967$77 12/31/2023

See Summary: Institutional Holders of SMFG
See Details: Top 10 Hedge Funds Holding SMFG
Also See: SMFG Holdings Changes

Funds Holding SMFG | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.