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Funds Holding Sumitomo Mitsui Financial Group, Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Sumitomo Mitsui Financial Group, Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of SMFG →Funds holding
19
as of 2026-07-31
Reported value
$115.4M
summed across funds
Fund families
13
named trusts
Largest conviction
4.13%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Genter Capital International Dividend ETFSPINNAKER ETF SERIES8.2K sh$211.4K | 4.13% |
| Harbor Dividend Growth Leaders ETFHarbor ETF Trust248.8K sh$6.4M | 2.74% |
| Steward Values Enhanced International FundSteward Funds Inc289.4K sh$7.5M | 2.20% |
| Invesco International Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust599K sh$15.5M | 1.67% |
| Federated Hermes International Leaders ETFFederated Hermes ETF Trust2K sh$51.7K | 1.67% |
| Calamos Global Equity FundCALAMOS INVESTMENT TRUST/IL119.1K sh$3.1M | 1.64% |
| Calamos Global Opportunities FundCALAMOS INVESTMENT TRUST/IL222.8K sh$5.8M | 1.57% |
| Calamos Global Dynamic Income FundCalamos Global Dynamic Income Fund268K sh$6.9M | 1.18% |
| CALAMOS GLOBAL TOTAL RETURN FUNDCALAMOS GLOBAL TOTAL RETURN FUND63K sh$1.6M | 1.18% |
| WESTWOOD MULTI-ASSET INCOME FUNDUltimus Managers Trust32.8K sh$847.7K | 0.73% |
| Dimensional International Core Equity Market ETFDimensional ETF Trust884.9K sh$22.9M | 0.13% |
| Dimensional International Value ETFDimensional ETF Trust1M sh$26.9M | 0.13% |
| Avos Global Equities ETFEA Series Trust4.1K sh$104.9K | 0.10% |
| Dimensional International Core Equity 2 ETFDimensional ETF Trust512.7K sh$13.3M | 0.09% |
| iShares Dynamic Equity Active ETFBlackRock ETF Trust100.3K sh$2.6M | 0.09% |
| Dimensional International Sustainability Core 1 ETFDimensional ETF Trust37.6K sh$971.9K | 0.08% |
| Dimensional International Vector Equity ETFDimensional ETF Trust1.7K sh$43.2K | 0.02% |
| Dimensional World ex. U.S. Core Equity 2 ETFDimensional ETF Trust23.5K sh$608.2K | 0.01% |
| International Social Core Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC2.1K sh$55.6K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.