Filing Research | MITSUBISHI UFJ FINANCIAL GRO Institutional Holdings

Snapshot holdings

50 / 154 loaded

#		Instrument	quantity
1	Crossmark Global Holdings, Inc.	Shares	855.5KSH	$17.0M
2	QRG CAPITAL MANAGEMENT, INC.	Shares	817.3KSH	$16.3M
3	Boston Common Asset Management, LLC	Shares	487.5KSH	$9.7M
4	AUGUSTINE ASSET MANAGEMENT INC	Shares	346.5KSH	$6.9M
5	FACTORY MUTUAL INSURANCE CO	Shares	315.5KSH	$6.3M
6	SIGNATUREFD, LLC	Shares	307.5KSH	$6.1M
7	Gradient Investments LLC	Shares	301.7KSH	$6.0M
8	Henry James International Management Inc.	Shares	296.7KSH	$5.9M
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	228.5KSH	$4.5M
10	Myriad Asset Management Advisors LLC	Shares	161.9KSH	$3.2M
11	JCIC Asset Management Inc.	Shares	186.5KSH	$3.2M
12	FULCRUM WEALTH ADVISORS, LLC	Shares	154.4KSH	$3.1M
13	Aaron Wealth Advisors LLC	Shares	150.1KSH	$3.0M
14	BENJAMIN EDWARDS INC	Shares	148.2KSH	$2.9M
15	Legacy Wealth Asset Management, LLC	Shares	138.0KSH	$2.7M
16	BTC Capital Management, Inc.	Shares	131.3KSH	$2.6M
17	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	114.2KSH	$2.3M
18	Sivia Capital Partners, LLC	Shares	112.0KSH	$2.2M
19	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	106.7KSH	$2.1M
20	Farther Finance Advisors, LLC	Shares	98.6KSH	$2.0M
21	GREENLEAF TRUST	Shares	96.0KSH	$1.9M
22	GC Wealth Management RIA, LLC	Shares	93.2KSH	$1.9M
23	Ballentine Partners, LLC	Shares	88.5KSH	$1.8M
24	Y-Intercept (Hong Kong) Ltd	Shares	80.9KSH	$1.6M
25	Sequoia Financial Advisors, LLC	Shares	80.7KSH	$1.6M
26	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	76.9KSH	$1.5M
27	ABN AMRO INVESTMENT SOLUTIONS	Shares	75.2KSH	$1.5M
28	GAMMA Investing LLC	Shares	71.0KSH	$1.4M
29	Abel Hall, LLC	Shares	69.1KSH	$1.4M
30	Versant Capital Management, Inc	Shares	68.9KSH	$1.4M
31	Harbour Capital Advisors, LLC	Shares	62.4KSH	$1.4M
32	EWA, LLC	Shares	64.0KSH	$1.3M
33	Venturi Wealth Management, LLC	Shares	57.7KSH	$1.1M
34	Portside Wealth Group, LLC	Shares	57.4KSH	$1.1M
35	DAVENPORT & Co LLC	Shares	56.4KSH	$1.1M
36	InTrack Investment Management Inc	Shares	55.3KSH	$1.1M
37	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	49.6KSH	$1.1M
38	Linden Thomas Advisory Services, LLC	Shares	52.9KSH	$1.1M
39	LOUISBOURG INVESTMENTS INC.	Shares	52.0KSH	$1.0M
40	Themes Management Co LLC	Shares	49.3KSH	$979.8K
41	Trust Point Inc.	Shares	49.1KSH	$976.5K
42	Aprio Wealth Management, LLC	Shares	48.8KSH	$971.3K
43	Burns Matteson Capital Management, LLC	Shares	47.8KSH	$951.4K
44	Successful Portfolios LLC	Shares	44.0KSH	$936.0K
45	MISSION WEALTH MANAGEMENT, LP	Shares	47.1KSH	$935.9K
46	Prospera Financial Services Inc	Shares	46.1KSH	$916.7K
47	Five Oceans Advisors	Shares	43.1KSH	$857.5K
48	Optas, LLC	Shares	40.0KSH	$794.8K
49	ANCHYRA PARTNERS LLC	Shares	39.7KSH	$789.5K
50	Traveka Wealth, LLC	Shares	37.9KSH	$754.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 157 loaded

#		Instrument
1	QRG CAPITAL MANAGEMENT, INC. added	Shares	+181.7K	+$5.5M	$16.3M
2	Myriad Asset Management Advisors LLC new	Shares	+161.9K	+$3.2M	$3.2M
3	Crossmark Global Holdings, Inc. added	Shares	+346	+$2.6M	$17.0M
4	Henry James International Management Inc. added	Shares	+56.6K	+$1.8M	$5.9M
5	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+48.7K	+$1.5M	$4.5M
6	SIGNATUREFD, LLC added	Shares	+16.3K	+$1.2M	$6.1M
7	Gradient Investments LLC added	Shares	+16.2K	+$1.2M	$6.0M
8	Sivia Capital Partners, LLC added	Shares	+48.1K	+$1.1M	$2.2M
9	AUGUSTINE ASSET MANAGEMENT INC trimmed	Shares	-4.0K	+$944.6K	$6.9M
10	Y-Intercept (Hong Kong) Ltd added	Shares	+22.6K	+$619.6K	$1.6M
11	Aaron Wealth Advisors LLC added	Shares	+10.6K	+$617.6K	$3.0M
12	Brookstone Capital Management new	Shares	+30.4K	+$603.8K	$603.8K
13	E Fund Management (Hong Kong) Co., Ltd. new	Shares	+29.8K	+$592.5K	$592.5K
14	BENJAMIN EDWARDS INC added	Shares	+3.0K	+$484.4K	$2.9M
15	GC Wealth Management RIA, LLC added	Shares	+12.1K	+$477.2K	$1.9M
16	BTC Capital Management, Inc. added	Shares	+5.0K	+$467.9K	$2.6M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.3K	+$405.3K	$1.1M
18	InTrack Investment Management Inc added	Shares	+14.1K	+$401.3K	$1.1M
19	FULCRUM WEALTH ADVISORS, LLC trimmed	Shares	-3.3K	+$395.1K	$3.1M
20	Legacy Wealth Asset Management, LLC trimmed	Shares	-884	+$388.0K	$2.7M
21	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+17.6K	+$386.8K	$663.8K
22	Ballentine Partners, LLC added	Shares	+7.3K	+$382.0K	$1.8M
23	GAMMA Investing LLC added	Shares	+9.8K	+$373.9K	$1.4M
24	Athena Wealth Management, LLC new	Shares	+17.3K	+$344.9K	$344.9K
25	Abundance Wealth Counselors new	Shares	+14.6K	+$291.2K	$291.2K
26	Venturi Wealth Management, LLC added	Shares	+6.5K	+$279.0K	$1.1M
27	Dynamic Advisor Solutions LLC added	Shares	+11.7K	+$277.0K	$539.3K
28	Harbour Capital Advisors, LLC added	Shares	+355	+$272.4K	$1.4M
29	CIDEL ASSET MANAGEMENT INC new	Shares	+13.3K	+$265.0K	$265.0K
30	MISSION WEALTH MANAGEMENT, LP added	Shares	+7.1K	+$257.2K	$935.9K
31	GREENLEAF TRUST trimmed	Shares	-2.8K	+$233.0K	$1.9M
32	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-4.7K	+$231.7K	$2.1M
33	55 North Private Wealth, LLC added	Shares	+8.9K	+$229.7K	$530.8K
34	Merit Financial Group, LLC added	Shares	+8.4K	+$228.0K	$580.2K
35	Mayflower Financial Advisors, LLC new	Shares	+11.4K	+$227.5K	$227.5K
36	Abel Hall, LLC added	Shares	+1.5K	+$227.1K	$1.4M
37	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+100	+$226.2K	$1.5M
38	Aprio Wealth Management, LLC added	Shares	+4.9K	+$225.6K	$971.3K
39	Successful Portfolios LLC unchanged	Shares	0	+$216.9K	$936.0K
40	ASPIRIANT, LLC new	Shares	+10.2K	+$203.5K	$203.5K
41	Composition Wealth, LLC new	Shares	+10.1K	+$200.5K	$200.5K
42	Valeo Financial Advisors, LLC added	Shares	+5.0K	+$193.5K	$739.6K
43	Versant Capital Management, Inc trimmed	Shares	-492	+$193.0K	$1.4M
44	Linden Thomas Advisory Services, LLC added	Shares	+2.0K	+$188.5K	$1.1M
45	RIVERSEDGE ADVISORS, LLC added	Shares	+6.4K	+$187.0K	$535.2K
46	Farther Finance Advisors, LLC trimmed	Shares	-1.9K	+$182.3K	$2.0M
47	DAVENPORT & Co LLC trimmed	Shares	-54	+$163.7K	$1.1M
48	EWA, LLC trimmed	Shares	-1.7K	+$157.4K	$1.3M
49	Trust Point Inc. added	Shares	+712	+$155.4K	$976.5K
50	LOUISBOURG INVESTMENTS INC. unchanged	Shares	0	+$151.9K	$1.0M

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