SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG) — Institutional Holders, Q2 2026 (page 3)
466 institutional investment managers reported a SMFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SMFG 13F holders ranked 201–300 of 466
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Bridgewater Advisors#201 · 25,657 sh | 25,657 | $647.8K | 0.04% | +1.5% |
| 202 | Burns Matteson Capital Management#202 · 27,310 sh | 27,310 | $644.0K | — | +1.1% |
| 203 | SHELTON CAPITAL MANAGEMENT#203 · 27,125 sh | 27,125 | $639.6K | 0.01% | +3.7% |
| 204 | Traveka Wealth#204 · 26,630 sh | 26,630 | $627.9K | — | -0.4% |
| 205 | Integrated Wealth Concepts#205 · 26,246 sh | 26,246 | $618.9K | <0.01% | +6.0% |
| 206 | CHANNING GLOBAL ADVISORS#206 · 25,513 sh | 25,513 | $601.6K | 0.31% | +53.1% |
| 207 | Point#207 · 25,437 sh | 25,437 | $599.8K | 0.05% | +5.5% |
| 208 | Entropy Technologies#208 · 25,309 sh | 25,309 | $596.8K | 0.02% | -4.8% |
| 209 | FLOW TRADERS U.S.#209 · 25,010 sh | 25,010 | $590.0K | 0.02% | New |
| 210 | Frec Markets#210 · 24,538 sh | 24,538 | $578.6K | 0.05% | +19.6% |
| 211 | MGO ONE SEVEN#211 · 24,507 sh | 24,507 | $577.9K | <0.01% | New |
| 212 | Five Oceans Advisors#212 · 24,405 sh | 24,405 | $575.5K | — | 0.0% |
| 213 | EVOLVE PRIVATE WEALTH#213 · 23,919 sh | 23,919 | $564.0K | 0.03% | +10.4% |
| 214 | DRIVE WEALTH MANAGEMENT#214 · 23,514 sh | 23,514 | $560.8K | 0.10% | +8.0% |
| 215 | EntryPoint Capital#215 · 23,684 sh | 23,684 | $558.5K | 0.14% | +89.1% |
| 216 | EP Wealth Advisors#216 · 23,250 sh | 23,250 | $548.2K | <0.01% | +22.7% |
| 217 | SEEDS INVESTOR#217 · 23,155 sh | 23,155 | $546.0K | 0.06% | +1.5% |
| 218 | Engineers Gate Manager#218 · 22,540 sh | 22,540 | $531.5K | <0.01% | New |
| 219 | Aprio Wealth Management#219 · 22,214 sh | 22,214 | $523.8K | 0.03% | +14.5% |
| 220 | Net Worth Advisory Group#220 · 22,213 sh | 22,213 | $523.8K | — | -2.8% |
| 221 | Valeo Financial Advisors#221 · 22,193 sh | 22,193 | $523.3K | — | +24.2% |
| 222 | 55 North Private Wealth#222 · 21,764 sh | 21,764 | $513.2K | — | +77.4% |
| 223 | Basecamp Wealth Advisors#223 · 21,689 sh | 21,689 | $511.4K | 0.10% | 0.0% |
| 224 | West Family Investments#224 · 21,215 sh | 21,215 | $500.3K | 0.14% | +16.1% |
| 225 | J.Safra Asset Management#225 · 20,702 sh | 20,702 | $488.2K | 0.02% | +6.3% |
| 226 | 71 West Capital Partners#226 · 20,397 sh | 20,397 | $481.0K | 0.02% | +64.3% |
| 227 | PERSONAL CFO SOLUTIONS#227 · 20,073 sh | 20,073 | $479.1K | 0.07% | +1.5% |
| 228 | Concurrent Investment Advisors#228 · 20,141 sh | 20,141 | $474.9K | — | +3.9% |
| 229 | EWA#229 · 20,065 sh | 20,065 | $473.1K | 0.09% | -7.7% |
| 230 | Prime Capital Investment Advisors#230 · 19,886 sh | 19,886 | $468.9K | — | +1.1% |
| 231 | Gallacher Capital Management#231 · 19,713 sh | 19,713 | $464.8K | 0.26% | -43.1% |
| 232 | Optas#232 · 19,385 sh | 19,385 | $457.1K | 0.06% | +4.4% |
| 233 | BRIGHTON JONES#233 · 19,175 sh | 19,175 | $452.2K | <0.01% | +8.6% |
| 234 | Abacus Wealth Partners#234 · 18,878 sh | 18,878 | $445.1K | 0.05% | -69.4% |
| 235 | ATLAS CAPITAL ADVISORS#235 · 18,547 sh | 18,547 | $437.3K | 0.05% | +64.4% |
| 236 | XPONANCE#236 · 18,336 sh | 18,336 | $432.4K | <0.01% | New |
| 237 | New Republic Capital#237 · 18,146 sh | 18,146 | $427.9K | 0.10% | +0.9% |
| 238 | Modern Wealth Management#238 · 18,002 sh | 18,002 | $424.5K | <0.01% | +12.2% |
| 239 | Kestra Advisory Services#239 · 17,975 sh | 17,975 | $423.9K | <0.01% | -28.2% |
| 240 | Greenspring Advisors#240 · 17,783 sh | 17,783 | $419.3K | 0.02% | +3.8% |
| 241 | Independent Advisor Alliance#241 · 17,674 sh | 17,674 | $416.8K | <0.01% | +18.3% |
| 242 | Ascent Group#242 · 17,432 sh | 17,432 | $411.0K | 0.01% | +22.9% |
| 243 | Sterling Capital Management#243 · 17,360 sh | 17,360 | $409.3K | — | +1.4% |
| 244 | Sowell Financial Services#244 · 17,025 sh | 17,025 | $401.4K | — | -4.7% |
| 245 | COMMONWEALTH EQUITY SERVICES#245 · 16,803 sh | 16,803 | $396.2K | <0.01% | -8.5% |
| 246 | Ronald Blue#246 · 16,666 sh | 16,666 | $393.0K | — | -0.1% |
| 247 | JOHNSON INVESTMENT COUNSEL#247 · 16,388 sh | 16,388 | $386.4K | <0.01% | +0.9% |
| 248 | Graham Capital Management, L.P.#248 · 16,039 sh | 16,039 | $378.2K | <0.01% | New |
| 249 | Empowered Funds#249 · 15,802 sh | 15,802 | $372.6K | <0.01% | New |
| 250 | UMB Bank, n.a.#250 · 15,504 sh | 15,504 | $365.6K | <0.01% | -2.6% |
| 251 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#251 · 15,476 sh | 15,476 | $364.9K | <0.01% | -6.2% |
| 252 | Athena Wealth Management#252 · 15,378 sh | 15,378 | $362.6K | — | +10.6% |
| 253 | ANCHYRA PARTNERS#253 · 15,174 sh | 15,174 | $357.8K | — | +5.9% |
| 254 | Transamerica Financial Advisors#254 · 15,076 sh | 15,076 | $355.5K | 0.03% | +1.5% |
| 255 | Mattson Financial Services#255 · 13,694 sh | 13,694 | $354.0K | 0.07% | +1.9% |
| 256 | RIVERSEDGE ADVISORS#256 · 14,936 sh | 14,936 | $352.2K | — | +42.4% |
| 257 | Beacon Pointe Advisors#257 · 14,799 sh | 14,799 | $349.0K | <0.01% | -50.0% |
| 258 | Choate Investment Advisors#258 · 14,642 sh | 14,642 | $345.3K | <0.01% | 0.0% |
| 259 | Canopy Partners#259 · 14,626 sh | 14,626 | $344.9K | 0.10% | +7.1% |
| 260 | Csenge Advisory Group#260 · 14,522 sh | 14,522 | $342.4K | 0.01% | +3.6% |
| 261 | Walkner Condon Financial Advisors#261 · 14,257 sh | 14,257 | $336.2K | 0.04% | -0.2% |
| 262 | STATE STREET#262 · 13,954 sh | 13,954 | $333.1K | 0.00% | 0.0% |
| 263 | ACORN CREEK CAPITAL#263 · 14,059 sh | 14,059 | $331.5K | 0.11% | +0.2% |
| 264 | BSW Wealth Partners#264 · 13,993 sh | 13,993 | $330.0K | 0.04% | -1.3% |
| 265 | Cromwell#265 · 13,841 sh | 13,841 | $329.9K | 0.15% | 0.0% |
| 266 | Cresset Asset Management#266 · 13,764 sh | 13,764 | $328.3K | <0.01% | -17.2% |
| 267 | Caitong International Asset Management , Ltd#267 · 13,845 sh | 13,845 | $326.5K | 0.04% | +98.4% |
| 268 | Envestnet Portfolio Solutions#268 · 13,845 sh | 13,845 | $326.5K | <0.01% | +15.3% |
| 269 | VICTORY CAPITAL MANAGEMENT#269 · 13,611 sh | 13,611 | $320.9K | <0.01% | New |
| 270 | MAI Capital Management#270 · 13,484 sh | 13,484 | $319.7K | <0.01% | +47.0% |
| 271 | Intergy Private Wealth#271 · 13,304 sh | 13,304 | $313.7K | — | +5.3% |
| 272 | Fund Advisors of America#272 · 13,299 sh | 13,299 | $313.6K | 0.28% | +3.1% |
| 273 | Apollon Wealth Management#273 · 13,223 sh | 13,223 | $311.8K | — | +12.4% |
| 274 | Wedmont Private Capital#274 · 12,111 sh | 12,111 | $311.7K | — | -14.8% |
| 275 | CHILTON INVESTMENT#275 · 13,124 sh | 13,124 | $309.5K | <0.01% | -87.9% |
| 276 | Brown Financial Advisors#276 · 12,577 sh | 12,577 | $296.6K | 0.10% | -0.5% |
| 277 | Cambridge Investment Research Advisors#277 · 12,451 sh | 12,451 | $294.0K | <0.01% | +2.3% |
| 278 | Steward Partners Investment Advisory#278 · 12,438 sh | 12,438 | $293.3K | <0.01% | +266.1% |
| 279 | EverSource Wealth Advisors#279 · 12,385 sh | 12,385 | $292.0K | <0.01% | +205.8% |
| 280 | Focus Partners Advisor Solutions#280 · 12,285 sh | 12,285 | $289.7K | <0.01% | New |
| 281 | Pure Financial Advisors#281 · 12,223 sh | 12,223 | $288.2K | <0.01% | New |
| 282 | Keebeck Wealth Management#282 · 12,176 sh | 12,176 | $288.2K | 0.03% | New |
| 283 | Syverson Strege#283 · 11,989 sh | 11,989 | $282.7K | 0.06% | -0.3% |
| 284 | Keel Point#284 · 11,952 sh | 11,952 | $281.8K | 0.02% | +16.5% |
| 285 | JACKSON THORNTON WEALTH MANAGEMENT#285 · 11,877 sh | 11,877 | $280.1K | 0.02% | New |
| 286 | ANGELES WEALTH MANAGEMENT#286 · 11,349 sh | 11,349 | $270.2K | — | +9.1% |
| 287 | Coastal Bridge Advisors#287 · 11,407 sh | 11,407 | $269.0K | 0.02% | 0.0% |
| 288 | TCG Advisory Services#288 · 11,279 sh | 11,279 | $266.0K | <0.01% | New |
| 289 | Tranquilli Financial Advisor#289 · 11,256 sh | 11,256 | $265.4K | 0.14% | +3.3% |
| 290 | Perigon Wealth Management#290 · 11,218 sh | 11,218 | $264.5K | — | New |
| 291 | Brucke Financial#291 · 11,215 sh | 11,215 | $264.4K | — | -2.9% |
| 292 | YOUSIF CAPITAL MANAGEMENT#292 · 10,957 sh | 10,957 | $258.4K | — | -79.8% |
| 293 | NewEdge Advisors#293 · 10,911 sh | 10,911 | $257.3K | <0.01% | New |
| 294 | Werba Rubin Papier Wealth Management#294 · 10,832 sh | 10,832 | $255.4K | 0.03% | -1.1% |
| 295 | XXI WEALTH#295 · 10,804 sh | 10,804 | $254.8K | — | +6.9% |
| 296 | World Investment Advisors#296 · 12,066 sh | 12,066 | $248.4K | <0.01% | -10.7% |
| 297 | Parkside Financial Bank#297 · 10,380 sh | 10,380 | $244.8K | — | +106.2% |
| 298 | Generali Investments CEE, investicni spolecnost, a.s.#298 · 10,009 sh | 10,009 | $236.0K | — | -49.4% |
| 299 | Rehmann Capital Advisory Group#299 · 9,546 sh | 9,546 | $225.4K | 0.01% | New |
| 300 | May Hill Capital#300 · 9,539 sh | 9,539 | $224.9K | 0.05% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.