The JM SmuckerSJM

13F holders, Q1 2024 (March 31)
882holders
12famous investors
$125.75avg. 13F price*

At the end of Q1 2024, 882 institutions reported holding The JM Smucker Co. (SJM) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock Inc. ($1.2B) and State Street Corp. ($832.3M). 12 famous investors held it, including John W. Rogers Jr. (1.1% of Ariel Investments's portfolio), Steve Cohen (0.5% of Point72 Asset Management's portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).

Company
The JM Smucker Co.
Filed as
SMUCKER J M CO (Q1 2024)
Sector
Consumer Staples
CUSIP
832696405
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 882Q1 2024Q2 2024: 852Q2 2024Q3 2024: 845Q3 2024Q4 2024: 845Q4 2024Q1 2025: 834Q1 2025Q2 2025: 797Q2 2025Q3 2025: 808Q3 2025Q4 2025: 822Q4 2025Q1 2026: 820Q1 2026Q2 2026: 889Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions78$528.5M
Exits100$80.0M

Ownership 882 holders

Vanguard Group Inc. 0.03% Reduce -3.7% 12,971,820 $1.6B
BlackRock Inc. 0.03% Reduce -7.9% 9,146,479 $1.2B
State Street Corp. 0.04% Reduce -4.5% 6,612,673 $832.3M
Boston Partners 0.44% New 2,908,875 $365.0M
Geode Capital Management, LLC 0.03% Add +5.5% 2,592,093 $325.5M
Invesco Ltd. 0.05% Reduce -5.8% 1,832,354 $230.6M
Dimensional Fund Advisors LP 0.06% Reduce -2.4% 1,648,025 $207.4M
Norges Bank 0.03% Add +24.2% 1,543,371 $194.3M
Morgan Stanley 0.02% Reduce -18.3% 1,543,149 $194.2M
Ameriprise Financial Inc. 0.05% Reduce -8.2% 1,484,169 $186.6M
Champlain Investment Partners, LLC 1.05% Add +29.0% 1,457,995 $183.5M
Millennium Management 0.16% Add +24.4% 1,441,955 $181.5M
FMR LLC 0.01% Reduce -0.1% 1,352,802 $170.3M
ProShare Advisors LLC 0.45% Reduce -6.3% 1,333,999 $167.9M
Point72 Asset Management 0.49% Add +93.7% 1,318,144 $165.9M
Northern Trust Corp. 0.02% Reduce -13.6% 1,103,964 $139.0M
Holocene Advisors, LP 0.51% Add +80.0% 1,090,055 $137.2M
Charles Schwab Investment Management Inc. 0.03% Add +2.5% 948,433 $119.4M
Legal & General Group Plc 0.03% Reduce -1.4% 916,663 $115.4M
Nordea Investment Management AB 0.14% Reduce -28.4% 912,739 $114.9M
Bank of New York Mellon Corp 0.02% Reduce -8.2% 902,370 $113.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -1.0% 887,061 $111.7M
Ariel Investments 1.08% Add +58.7% 868,375 $109.3M
Deutsche Bank AG 0.05% Add +30.4% 851,998 $107.2M
JPMorgan Chase & Co. 0.01% Add +44.8% 832,437 $104.8M
Bank of America Corp. 0.01% Add +40.0% 797,254 $100.4M
Tandem Investment Advisors, Inc. 3.28% Add +4.8% 672,060 $84.6M
Citadel Advisors 0.08% Add +63.4% 656,433 $82.6M
California Public Employees Retirement System 0.05% Reduce -4.5% 603,604 $76.0M
Wells Fargo & Company 0.02% Reduce -11.7% 562,056 $70.7M
AQR Capital Management 0.11% Reduce -24.9% 532,456 $67.0M
Amundi 0.03% Reduce -33.1% 595,353 $66.1M
First Trust Advisors LP 0.06% Reduce -12.7% 463,946 $58.4M
Balyasny Asset Management L.P. 0.15% Add +19.6% 463,104 $58.3M
Robeco Institutional Asset Management B.V. 0.11% Reduce -22.5% 416,437 $52.4M
Ilex Capital Partners (UK) LLP 4.73% New 382,990 $48.2M
TD Asset Management Inc 0.04% Reduce -11.4% 348,455 $43.9M
Lighthouse Investment Partners, LLC 2.57% Add +44.4% 347,874 $43.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -7.8% 340,431 $42.9M
APG Asset Management N.V. 0.07% Add +0.8% 361,094 $42.1M
Barclays PLC 0.02% Reduce -11.1% 322,158 $40.6M
Swiss National Bank 0.03% Reduce -4.2% 317,865 $40.0M
Goldman Sachs Group Inc. 0.01% Reduce -27.6% 303,569 $38.2M
Vest Financial, LLC 0.97% Add +21.6% 289,502 $36.4M
Credit Suisse AG/ 0.03% Reduce -12.9% 278,337 $35.0M
Nomura Asset Management Co. Ltd. 0.13% Reduce -0.3% 274,211 $34.5M
Railway Pension Investments Ltd 0.32% Add +2.9% 262,800 $33.1M
Caisse de depot et placement du Quebec 0.08% Add +428.5% 261,700 $32.9M
Bank of Montreal 0.01% Reduce -4.8% 261,226 $32.9M
Arrowstreet Capital, Limited Partnership 0.03% Add +18.1% 247,317 $31.1M
Nuveen Asset Management, LLC 0.01% Reduce -0.2% 244,717 $30.8M
Renaissance Technologies 0.05% Reduce -62.0% 241,367 $30.4M
Citigroup Inc. 0.03% Reduce -11.8% 237,556 $29.9M
Douglas Lane & Associates, LLC 0.40% Add +0.2% 227,190 $28.6M
Alyeska Investment Group, L.P. 0.18% Reduce -46.7% 226,033 $28.5M
Tobam 2.53% Reduce -9.9% 224,000 $28.2M
Rhumbline Advisers 0.03% Reduce -0.8% 223,038 $28.1M
HSBC Holdings PLC 0.02% Reduce -34.4% 216,050 $27.2M
National Pension Service 0.03% Add +5.2% 215,695 $27.1M
Alliancebernstein L.P. 0.01% Reduce -41.3% 213,280 $26.8M
LMR Partners LLP 0.96% New 211,615 $26.6M
Cwm, LLC 0.12% Reduce -1.2% 199,200 $25.1M
Advisors Capital Management, LLC 0.45% Add +12.6% 197,172 $24.8M
BNP Paribas Financial Markets 0.03% Add +56.5% 196,866 $24.8M
AMF Tjanstepension AB 0.18% New 190,429 $24.0M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -5.6% 189,115 $23.8M
Man Group plc 0.07% Reduce -75.7% 188,207 $23.7M
Bridgewater Associates 0.12% Reduce -32.0% 185,875 $23.4M
UBS Group AG 0.01% Reduce -21.6% 185,131 $23.3M
Raymond James & Associates 0.02% Reduce -26.9% 184,608 $23.2M
GAMCO Investors 0.23% Reduce -2.3% 179,598 $22.6M
Russell Investments Group, Ltd. 0.04% Add +8.9% 177,627 $22.4M
California State Teachers Retirement System 0.03% Add +1.2% 172,541 $21.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +3.8% 171,933 $21.6M
State Board of Administration of Florida Retirement System 0.05% Add +10.2% 129,016 $20.3M
Lazard Asset Management LLC 0.03% Reduce -79.4% 160,224 $20.2M
Two Sigma Investments, LP 0.05% Reduce -14.1% 159,871 $20.1M
Royal Bank of Canada 0.00% Reduce -32.4% 150,277 $18.9M
Storebrand Asset Management As 0.06% Reduce -28.0% 148,525 $18.7M
Stifel Financial Corp. 0.02% Add +19.2% 146,279 $18.4M
New York State Common Retirement Fund 0.02% Reduce -5.9% 146,081 $18.4M
PNC Financial Services Group, Inc. 0.01% Reduce -1.0% 145,959 $18.4M
T. Rowe Price Associates Inc. 0.00% Add +0.9% 145,306 $18.3M
Principal Financial Group Inc. 0.01% Add +0.3% 140,717 $17.7M
Gabelli Funds LLC 0.13% Add +1.0% 139,050 $17.5M
Marshall Wace, LLP 0.03% Reduce -55.3% 138,713 $17.5M
Allianz Asset Management GmbH 0.03% Reduce -58.7% 130,328 $16.4M
Prudential Financial Inc. 0.02% Reduce -41.9% 123,702 $15.6M
CANADA LIFE ASSURANCE Co 0.03% Reduce -9.8% 119,904 $15.1M
Voloridge Investment Management, LLC 0.05% Reduce -46.7% 114,416 $14.4M
Blair William & Co. 0.05% Reduce -16.9% 114,360 $14.4M
Swedbank AB 0.02% Add +0.2% 111,826 $14.1M
Cantor Fitzgerald Investment Advisors L.P. 1.02% Reduce -2.5% 109,551 $13.8M
Janney Montgomery Scott LLC 0.04% Add +20.1% 108,633 $13.7M
Crestline Management, L.P. 1.27% New 106,649 $13.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -34.9% 99,037 $12.5M
LPL Financial LLC 0.01% Reduce -1.3% 97,222 $12.2M
Asset Management One Co., Ltd. 0.05% Reduce -9.3% 97,178 $12.2M
New York State Teachers Retirement System 0.03% Add +0.0% 96,965 $12.2M
Sei Investments Co. 0.02% Add +31.6% 96,666 $12.2M
Cerity Partners LLC 0.03% Add +13.1% 99,088 $11.8M
Speece Thorson Capital Group Inc. 2.25% Add +27.4% 92,484 $11.6M
Danske Bank A/S 0.04% — 91,902 $11.6M
Cornerstone Capital, Inc. 1.07% Reduce -10.4% 83,170 $10.5M
Richard C. Young & CO., LTD. 1.30% Add +1.5% 82,443 $10.4M
Commonwealth Equity Services, LLC 0.02% Add +0.4% 81,244 $10.2M
Schonfeld Strategic Advisors LLC 0.08% Add +561.5% 80,285 $10.1M
Illinois Municipal Retirement Fund 0.15% No change 78,578 $9.9M
Meiji Yasuda Asset Management Co Ltd. 0.42% Add +14.7% 78,532 $9.9M
Mizuho Markets Americas LLC 0.27% Add +93.7% 77,836 $9.8M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -1.0% 77,727 $9.8M
HighTower Advisors, LLC 0.02% Reduce -16.0% 76,500 $9.6M
State of Wisconsin Investment Board 0.02% Add +19.7% 73,477 $9.2M
Treasurer of the State of North Carolina 0.04% Reduce -0.0% 71,237 $9.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -9.6% 68,074 $8.6M
Yousif Capital Management, LLC 0.09% Add +7.2% 67,054 $8.4M
AXA S.A. 0.03% Add +8.5% 66,425 $8.4M
Los Angeles Capital Management LLC 0.03% Reduce -18.3% 62,849 $7.9M
Cresset Asset Management, LLC 0.04% Add +809.5% 62,088 $7.8M
Handelsbanken Fonder AB 0.03% Reduce -34.9% 61,981 $7.8M
Toronto Dominion Bank 0.01% Reduce -7.0% 59,933 $7.5M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.8% 59,909 $7.5M
Corient Private Wealth LP 0.01% Reduce -1.1% 59,882 $7.5M
Thrivent Financial for Lutherans 0.02% Reduce -44.3% 59,879 $7.5M
Resona Asset Management Co.,Ltd. 0.04% — 59,437 $7.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +118.9% 48,693 $7.3M
Goelzer Investment Management, Inc. 0.41% Reduce -1.6% 57,881 $7.3M
State of Tennessee, Department of Treasury 0.03% Add +46.2% 57,724 $7.3M
State of New Jersey Common Pension Fund D 0.02% No change 57,541 $7.2M
Reik & Co., LLC 1.79% Reduce -0.0% 56,862 $7.2M
Westwood Holdings Group Inc. 0.06% Add +25.7% 56,816 $7.2M
Pictet Asset Management Holding SA 0.01% Reduce -0.0% 56,800 $7.1M
DekaBank Deutsche Girozentrale 0.01% Reduce -62.5% 56,002 $7.0M
Royal London Asset Management Ltd. 0.02% Add +5.1% 55,429 $7.0M
M&T Bank Corp 0.02% Reduce -2.5% 55,239 $7.0M
Vontobel Holding Ltd. 0.06% Reduce -15.0% 55,187 $6.9M
Victory Capital Management Inc. 0.01% Add +11.4% 54,072 $6.8M
Creative Planning 0.01% Add +17.8% 53,000 $6.7M
USS Investment Management Ltd 0.05% Add +9.9% 52,105 $6.6M
Calydon Capital 1.24% Add +27.5% 53,083 $6.6M
Aberdeen Group plc 0.01% Add +15.0% 51,517 $6.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -23.3% 50,887 $6.4M
Visionary Wealth Advisors 0.43% Add +14.6% 50,709 $6.4M
Daymark Wealth Partners, LLC 0.34% Add +0.7% 50,156 $6.3M
Envestnet Asset Management Inc. 0.00% Add +4.0% 48,331 $6.1M
Captrust Financial Advisors 0.02% Reduce -4.8% 46,468 $5.8M
Landscape Capital Management, L.L.C. 0.51% New 46,081 $5.8M
Parthenon LLC 0.73% Reduce -1.0% 45,577 $5.7M
Susquehanna International Group, LLP 0.01% Add +43.5% 45,155 $5.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +9.8% 44,777 $5.6M
Baird Financial Group, Inc. 0.01% Add +17.1% 44,684 $5.6M
Te Ahumairangi Investment Management Ltd 0.98% Add +1.1% 44,611 $5.6M
Walleye Capital LLC 0.07% New 44,311 $5.6M
Franklin Resources Inc. 0.00% Reduce -30.6% 43,596 $5.5M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -12.1% 42,984 $5.4M
Vestcor Inc 0.18% Reduce -18.0% 41,955 $5.3M
US Bancorp \de 0.01% Reduce -5.4% 41,440 $5.2M
Jane Street Group, LLC 0.01% Reduce -85.4% 41,335 $5.2M
Wealthfront Advisers LLC 0.02% Reduce -3.9% 41,051 $5.2M
Korea Investment CORP 0.01% Reduce -59.0% 40,763 $5.1M
PEAK6 Investments LLC 0.25% Reduce -54.1% 40,314 $5.1M
Public Employees Retirement System of Ohio 0.02% Reduce -8.5% 40,040 $5.0M
Erste Asset Management GmbH 0.07% Reduce -3.6% 39,700 $5.0M
Adams Asset Advisors, LLC 0.65% No change 38,688 $4.9M
Hudson Edge Investment Partners Inc. 0.95% Add +16.3% 38,527 $4.8M
LSV Asset Management 0.01% Reduce -75.1% 38,407 $4.8M
Osaic Holdings, Inc. 0.01% Reduce -15.7% 37,754 $4.7M
Great Lakes Advisors, LLC 0.04% Reduce -63.8% 36,898 $4.6M
GHP Investment Advisors, Inc. 0.23% Add +7.8% 36,649 $4.6M
Keybank National Association 0.02% Reduce -3.9% 36,510 $4.6M
Panagora Asset Management Inc. 0.02% Reduce -9.0% 35,511 $4.5M
Ethic Inc. 0.11% Add +0.1% 34,822 $4.4M
Benson Investment Management Company, Inc. 1.84% Add +1.9% 34,432 $4.3M
Trajan Wealth LLC 0.29% — 34,093 $4.3M
Manning & Napier Group, LLC 0.05% Reduce -9.2% 34,047 $4.3M
State of Michigan Retirement System 0.02% No change 33,461 $4.2M
Voya Investment Management LLC 0.00% Reduce -3.2% 33,363 $4.2M
KBC Group NV 0.01% Reduce -36.2% 33,145 $4.2M
Raymond James Financial Services Advisors, Inc. 0.01% Add +11.9% 32,951 $4.1M
Sage Capital Advisors,llc 1.20% Add +15.0% 32,943 $4.1M
State of Alaska, Department of Revenue 0.05% Reduce -15.4% 32,712 $4.1M
Tudor Investment Corporation 0.05% New 32,492 $4.1M
Comerica Bank 0.02% Reduce -3.5% 32,158 $4.0M
Massachusetts Financial Services Co. 0.00% Reduce -94.3% 31,133 $3.9M
Twin Tree Management, LP 0.09% New 30,767 $3.9M
D.A. Davidson & Co. 0.03% Add +9.9% 30,766 $3.9M
Silver Lake Advisory, LLC 0.94% Add +1.6% 30,747 $3.9M
Intech Investment Management LLC 0.05% Reduce -52.1% 30,463 $3.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -9.2% 30,436 $3.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -8.1% 30,146 $3.8M
American International Group, Inc. 0.01% Reduce -3.6% 29,602 $3.7M
Truist Financial Corp. 0.01% Add +2.5% 29,248 $3.7M
Ancora Advisors LLC 0.08% Reduce -1.0% 29,244 $3.7M
Arizona State Retirement System 0.03% Add +0.1% 29,195 $3.7M
McDonald Partners LLC 1.01% Add +18.6% 29,115 $3.7M
Ostrum Asset Management 0.29% Add +195.2% 29,089 $3.7M
Cibc World Markets Corp. 0.02% Add +111.7% 28,922 $3.6M
Foster & Motley Inc. 0.25% Reduce -8.8% 28,813 $3.6M
SG Americas Securities, LLC 0.02% Add +179.6% 28,683 $3.6M
Toth Financial Advisory Corp. 0.44% Add +3.6% 28,218 $3.6M
Mark Sheptoff Financial Planning, LLC 1.92% Reduce -1.0% 27,448 $3.5M
Stephens Inc. 0.05% Add +1.0% 26,890 $3.4M
S&T Bank 0.65% Reduce -7.8% 26,806 $3.4M
Nishkama Capital, LLC 0.38% New 26,716 $3.4M
Venture Visionary Partners LLC 0.16% Add +1.9% 26,431 $3.3M
Pacer Advisors, Inc. 0.01% Reduce -34.7% 25,876 $3.3M
Shorepoint Capital Partners LLC 0.78% Add +2.2% 25,234 $3.2M
Gotham Asset Management 0.05% Reduce -77.0% 25,187 $3.2M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -59.4% 25,173 $3.2M
Curi Capital, LLC 0.07% New 24,842 $3.1M
MetLife Investment Management, LLC 0.02% Reduce -3.5% 24,785 $3.1M
Rodgers Brothers Inc. 0.42% Add +4.3% 24,602 $3.1M
Forsta Ap-Fonden 0.03% Add +12.6% 24,200 $3.0M
Cetera Investment Advisers 0.01% Add +62.0% 24,174 $3.0M
Retirement Systems of Alabama 0.01% Add +0.1% 23,426 $2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.3% 23,302 $2.9M
National Bank of Canada 0.01% Reduce -45.7% 25,032 $2.9M
Pearl River Capital, LLC 0.46% Reduce -36.8% 22,898 $2.9M
IFM Investors Pty Ltd 0.03% No change 22,541 $2.8M
Mariner, LLC 0.01% Add +5.1% 22,271 $2.8M
Guggenheim Capital LLC 0.02% Reduce -24.4% 22,182 $2.8M
Pathstone Holdings, LLC 0.01% Add +47.4% 22,056 $2.8M
Texas Permanent School Fund Corp. 0.02% Add +0.1% 21,946 $2.8M
CENTRAL TRUST Co 0.07% Reduce -4.0% 21,870 $2.8M
Benjamin F. Edwards & Company, Inc. 0.05% Reduce -9.5% 21,867 $2.8M
DAVENPORT & Co LLC 0.02% Reduce -2.7% 21,656 $2.7M
American Century Companies Inc. 0.00% Add +11.3% 21,634 $2.7M
Amalgamated Bank 0.02% Reduce -13.5% 21,631 $2.7M
Commerzbank Aktiengesellschaft 0.09% Add +52.8% 21,524 $2.7M
B. Metzler seel. Sohn & Co. AG 0.03% Add +365.7% 21,526 $2.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -0.7% 21,365 $2.7M
DNB Asset Management AS 0.01% Reduce -8.5% 21,317 $2.7M
Eisler Capital (UK) Ltd. 0.33% Add +263.8% 21,222 $2.7M
Hussman Strategic Advisors, Inc. 0.61% No change 21,000 $2.6M
Jamison Private Wealth Management, Inc. 0.44% Add +1.3% 20,697 $2.6M
Federation des caisses Desjardins du Quebec 0.02% Add +1427.1% 20,509 $2.6M
Virginia Wealth Management Group, Inc. 2.11% Add +3.3% 20,478 $2.6M
Sequoia Financial Advisors, LLC 0.03% Add +13.5% 20,420 $2.6M
Campbell & CO Investment Adviser LLC 0.22% Add +382.5% 20,397 $2.6M
Ontario Teachers Pension Plan Board 0.02% Reduce -54.1% 20,199 $2.5M
Hudson Bay Capital Management LP 0.03% Reduce -28.4% 19,871 $2.5M
Anchor Investment Management, LLC 0.26% Reduce -1.6% 19,692 $2.5M
Mackenzie Financial Corp. 0.00% Reduce -79.7% 18,942 $2.4M
Czech National Bank 0.03% Add +0.5% 18,676 $2.4M
Natixis Advisors, LLC 0.01% Reduce -78.8% 18,545 $2.3M
Marshall Financial Group, LLC 0.67% Add +5.1% 18,521 $2.3M
Alaska Permanent Fund Corp 0.03% Reduce -0.2% 18,362 $2.3M
Fairfield, Bush & Co. 1.37% Reduce -0.6% 18,324 $2.3M
CIBC Asset Management Inc 0.01% Reduce -9.4% 18,023 $2.3M
Utah Retirement Systems 0.03% No change 17,846 $2.2M
Prudential PLC 0.02% Reduce -29.6% 17,196 $2.2M
Degroof Petercam Asset Management 0.03% Reduce -10.5% 17,100 $2.2M
New York Life Investment Management LLC 0.02% Reduce -2.5% 16,779 $2.1M
Beese Fulmer Investment Management, Inc. 0.19% Reduce -8.1% 16,435 $2.1M
Commerce Bank 0.01% Reduce -0.9% 16,288 $2.1M
Edgestream Partners, L.P. 0.10% Add +430.4% 16,182 $2.0M
Coldstream Capital Management Inc. 0.05% Add +9.6% 16,147 $2.0M
Mount Lucas Management LP 0.67% Reduce -6.8% 15,913 $2.0M
Walleye Trading LLC 0.03% Add +23.4% 15,831 $2.0M
Huntington National Bank 0.02% Reduce -0.6% 15,791 $2.0M
Pacific Global Investment Management Co. 0.38% Reduce -21.8% 15,592 $2.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.2% 15,466 $1.9M
Joseph Group Capital Management 0.96% Add +29.5% 15,216 $1.9M
Hedeker Wealth, LLC 0.54% Reduce -0.3% 14,971 $1.9M
Intact Investment Management Inc. 0.07% Reduce -33.8% 14,900 $1.9M
Federated Hermes, Inc. 0.00% Reduce -12.5% 14,635 $1.8M
Twinbeech Capital LP 0.04% New 14,632 $1.8M
Abundance Wealth Counselors 0.42% Add +10.9% 14,569 $1.8M
ING Groep NV 0.01% Add +0.1% 14,545 $1.8M
MAI Capital Management 0.02% Add +25.3% 14,467 $1.8M
Xponance LLC 0.02% Add +6.7% 14,379 $1.8M
Resonant Capital Advisors, LLC 0.15% Add +0.7% 14,328 $1.8M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -23.2% 14,284 $1.8M
Janus Henderson Group PLC 0.00% Reduce -58.7% 14,241 $1.8M
Hunter Associates Investment Management LLC 0.30% Add +16.1% 14,266 $1.8M
Bank of Nova Scotia 0.00% Reduce -19.3% 13,933 $1.8M
Mutual of America Capital Management LLC 0.02% Reduce -2.4% 13,925 $1.8M
Johnson Investment Counsel Inc. 0.02% Reduce -5.9% 13,875 $1.7M
Fifth Third Bancorp 0.01% Add +0.7% 13,766 $1.7M
Verition Fund Management LLC 0.02% Reduce -62.8% 13,575 $1.7M
Glenmede Trust Co. NA 0.01% Add +1.1% 13,481 $1.7M
Nissay Asset Management Corp. /Japan 0.01% Add +3.6% 13,317 $1.7M
Advisors Asset Management, Inc. 0.03% Reduce -25.1% 13,210 $1.7M
Point72 Hong Kong Ltd 0.08% New 12,979 $1.6M
Curbstone Financial Management Corp 0.35% Reduce -0.8% 12,978 $1.6M
Culbertson A N & Co. Inc. 0.28% Add +2.7% 12,873 $1.6M
Canada Pension Plan Investment Board 0.00% Reduce -92.0% 12,800 $1.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +3.8% 12,672 $1.6M
Bailard, Inc. 0.04% Reduce -2.6% 12,571 $1.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.0% 12,122 $1.5M
Lido Advisors, LLC 0.01% New 12,066 $1.5M
Cibc World Market Inc. 0.00% Add +1.0% 11,929 $1.5M
Cullen Capital Management, LLC 0.02% Reduce -2.5% 11,719 $1.5M
Palumbo Wealth Management LLC 0.64% Add +29.3% 11,350 $1.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -6.0% 11,283 $1.4M
Natixis 0.01% Add +49.8% 11,278 $1.4M
Twin Capital Management Inc. 0.17% Reduce -4.9% 11,062 $1.4M
Unigestion Holding SA 0.07% No change 10,994 $1.4M
Fox Run Management, L.L.C. 0.30% Add +331.2% 10,969 $1.4M
Candriam S.C.A. 0.01% Add +9.8% 10,969 $1.4M
Private Advisor Group, LLC 0.01% Add +5.6% 10,845 $1.4M
Weaver C. Barksdale & Associates, Inc. 1.25% Reduce -0.8% 10,812 $1.4M
Kestra Advisory Services, LLC 0.01% Add +9.2% 10,791 $1.4M
Quantinno Capital Management LP 0.03% Add +10.4% 10,756 $1.4M
Neuberger Berman Group LLC 0.00% Add +3.9% 10,714 $1.3M
Ameritas Investment Partners, Inc. 0.05% Reduce -0.6% 10,662 $1.3M
Bahl & Gaynor LLC 0.01% Reduce -9.0% 10,542 $1.3M
Daiwa Securities Group Inc. 0.01% Add +6.6% 10,518 $1.3M
Mercer Global Advisors Inc. 0.00% Reduce -50.8% 10,497 $1.3M
Edmp, Inc. 1.10% Add +0.7% 10,491 $1.3M
Alpha Omega Wealth Management LLC 0.24% No change 10,416 $1.3M
Lombard Odier Asset Management (Switzerland) SA 0.09% New 10,319 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -17.7% 10,209 $1.3M
Squarepoint Ops LLC 0.01% Add +254.3% 10,191 $1.3M
NJ State Employees Deferred Compensation Plan 0.16% No change 10,105 $1.3M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -5.7% 10,046 $1.3M
Whittier Trust Co. of Nevada Inc. 0.04% No change 10,000 $1.3M
Naples Global Advisors, LLC 0.13% Add +1.2% 9,952 $1.3M
Tredje AP-fonden 0.01% Reduce -38.3% 9,923 $1.2M
Farmers Trust Co. 0.25% No change 9,822 $1.2M
Wolverine Trading, LLC 0.01% Add +165.1% 9,807 $1.2M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.48% Reduce -5.1% 9,749 $1.2M
Schroder Investment Management Group 0.00% Add +2.5% 9,728 $1.2M
Concurrent Investment Advisors, LLC 0.05% Add +14.2% 9,710 $1.2M
Zurich Insurance Group Ltd 0.01% No change 9,700 $1.2M
Bayesian Capital Management, LP 0.12% New 9,656 $1.2M
Empire Financial Management Company, LLC 0.40% Add +1.0% 9,638 $1.2M
Radnor Capital Management, LLC 0.20% Reduce -3.6% 9,441 $1.2M
Boothbay Fund Management, LLC 0.04% New 9,433 $1.2M
Pensionfund Sabic 0.35% No change 9,400 $1.2M
Aristotle Capital Management, LLC 0.00% Reduce -4.1% 9,367 $1.2M
MML Investors Services, LLC 0.00% Add +10.8% 9,365 $1.2M
XTX Topco Ltd 0.16% Add +224.3% 9,263 $1.2M
Wellington Management Group LLP 0.00% Reduce -5.7% 9,197 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -55.8% 9,110 $1.1M
Alkeme Wealth, LLC 0.53% Add +41.9% 9,615 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -4.3% 9,013 $1.1M
UniSuper Management Pty Ltd 0.01% Add +553.9% 8,874 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -27.9% 8,855 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -5.0% 8,845 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Reduce -34.4% 8,836 $1.1M
D. E. Shaw & Co. 0.00% Reduce -65.4% 8,780 $1.1M
Gulf International Bank (UK) Ltd 0.03% Reduce -3.7% 8,774 $1.1M
Eads & Heald Wealth Management 0.50% Reduce -12.5% 8,557 $1.1M
Probity Advisors, Inc. 0.22% Reduce -2.6% 8,553 $1.1M
Coho Partners, Ltd. 0.03% Reduce -8.6% 8,513 $1.1M
Flagship Harbor Advisors, LLC 0.07% Reduce -0.2% 8,223 $1.0M
Bokf, NA 0.02% Add +20.7% 8,209 $1.0M
apricus wealth, LLC 0.71% Reduce -0.2% 8,067 $1.0M
Kentucky Retirement Systems 0.03% Reduce -5.1% 8,061 $1.0M
Rafferty Asset Management, LLC 0.00% Reduce -2.2% 8,049 $1.0M
Williams Jones Wealth Management, LLC. 0.01% Reduce -2.2% 7,969 $1.0M
Nisa Investment Advisors, LLC 0.01% Add +34.1% 7,887 $993K
D.B. Root & Company, LLC 0.33% Reduce -3.4% 7,773 $978K
Lincoln National Corp. 0.02% Add +0.5% 7,675 $966K
Cullen Investment Group, LTD. 0.15% Add +0.6% 7,774 $957K
Orange Investment Advisors, Inc. 0.11% No change 7,565 $952K
Graham Capital Management, L.P. 0.05% Add +7.1% 7,463 $939K
Duality Advisers, LP 0.09% New 7,339 $924K
Baker Ellis Asset Management LLC 0.14% Reduce -2.5% 7,310 $920K
Achmea Investment Management B.V. 0.02% Reduce -86.9% 7,099 $893K
Farmers & Merchants Investments Inc. 0.03% Reduce -0.0% 7,073 $890K
Round Hill Asset Management 0.53% Reduce -2.6% 7,006 $882K
Parallel Advisors, LLC 0.02% Add +2.2% 6,983 $879K
Crossmark Global Holdings, Inc. 0.02% Reduce -12.0% 6,950 $875K
Maryland State Retirement & Pension System 0.02% No change 7,902 $874K
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -20.9% 6,886 $867K
Hartford Investment Management Co. 0.03% Reduce -4.2% 6,835 $860K
Tokio Marine Asset Management Co. Ltd. 0.04% Reduce -3.7% 6,740 $848K
QRG Capital Management, Inc. 0.01% Reduce -63.5% 6,712 $845K
Sigma Planning Corp 0.03% Add +66.8% 6,664 $839K
Bridgefront Capital, LLC 0.64% New 6,661 $838K
Wealthspire Advisors, LLC 0.01% Reduce -5.8% 6,658 $838K
Nomura Holdings Inc. 0.01% Reduce -37.6% 6,638 $836K
Diversified Trust Co. 0.03% Add +15.0% 6,594 $830K
Kinloch Capital, LLC 0.43% New 6,587 $829K
Riverwater Partners LLC 0.61% Reduce -32.0% 6,577 $828K
Tower Research Capital LLC (TRC) 0.02% Reduce -67.5% 6,577 $828K
Ieq Capital, LLC 0.01% Add +28.8% 6,571 $827K
Impax Asset Management Group plc 0.00% Reduce -25.2% 6,466 $814K
Creative Financial Designs Inc. 0.08% Reduce -10.0% 6,464 $814K
Qube Research & Technologies Ltd 0.00% Reduce -98.1% 6,381 $803K
Mission Creek Capital Partners, Inc. 0.21% Reduce -37.7% 6,325 $796K
Louisiana State Employees Retirement System 0.02% Reduce -3.1% 6,200 $780K
Schulhoff & Co. Inc. 0.34% No change 6,198 $780K
Burns J W & Co. Inc. 0.11% Reduce -14.8% 6,193 $780K
Securian Asset Management, Inc. 0.02% Reduce -7.2% 6,147 $774K
J.W. Cole Advisors, Inc. 0.04% Add +0.5% 6,113 $765K
Westhampton Capital, LLC 0.41% No change 5,980 $753K
Greenfield Seitz Capital Management, LLC 0.28% Reduce -3.4% 5,924 $746K
Guidance Capital, Inc. 0.27% New 6,629 $731K
SYSTM Wealth Solutions LLC 0.09% Add +46.3% 5,802 $730K
Perigon Wealth Management, LLC 0.02% Add +1.2% 5,801 $730K
Burney Co./ 0.03% Reduce -3.3% 5,737 $722K
Clean Yield Group 0.28% No change 5,730 $721K
Schechter Investment Advisors, LLC 0.05% Add +40.5% 5,713 $719K
Credit Agricole S A 0.01% Add +114.7% 6,448 $716K
Painted Porch Advisors LLC 0.44% Add +9.0% 5,685 $716K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.6% 5,658 $712K
Brown Advisory Inc. 0.00% Add +13.5% 5,642 $710K
Dakota Wealth Management 0.02% Add +27.3% 5,633 $709K
Praxis Investment Management Inc. 0.05% No change 5,630 $709K
Macquarie Group Ltd. 0.00% Add +12.3% 5,625 $708K
Steward Partners Investment Advisory, LLC 0.01% Reduce -65.6% 5,566 $701K
Boston Trust Walden Corp 0.01% Reduce -42.3% 5,530 $696K
Grey Ledge Advisors, LLC 0.19% Add +5.8% 5,500 $692K
Axq Capital, LP 0.17% New 5,500 $692K
Avantax Advisory Services, Inc. 0.01% Reduce -0.8% 5,489 $691K
CI Investments Inc. 0.00% Add +11.6% 5,460 $687K
Greenwich Wealth Management LLC 0.05% Reduce -2.4% 5,425 $683K
Mayflower Financial Advisors, LLC 0.11% Reduce -6.9% 5,400 $680K
CHICAGO TRUST Co NA 0.14% Reduce -23.0% 5,392 $679K
Sound View Wealth Advisors Group, LLC 0.07% Add +1.2% 5,344 $673K
New Mexico Educational Retirement Board 0.02% Reduce -3.6% 5,322 $670K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -2.5% 5,218 $657K
Greenleaf Trust 0.01% Reduce -0.0% 5,212 $656K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.07% No change 5,206 $655K
First Trust Direct Indexing L.P. 0.05% Add +6.6% 5,176 $652K
Palisade Asset Management, LLC 0.06% Reduce -1.9% 5,170 $651K
Point72 (DIFC) Ltd 0.05% — 5,067 $638K
LVW Advisors, LLC 0.11% Reduce -33.2% 5,005 $630K
Kesler, Norman & Wride, LLC 0.13% Reduce -50.8% 4,998 $629K
Rowlandmiller & Partners.adv 0.13% No change 4,944 $622K
Peapack Gladstone Financial Corp. 0.01% Add +12.9% 4,875 $614K
NewEdge Advisors, LLC 0.01% Add +42.6% 4,830 $608K
DoubleLine ETF Adviser LP 0.15% New 4,799 $604K
Atria Wealth Solutions, Inc. 0.01% Reduce -31.9% 4,797 $604K
Smith, Moore & Co. 0.06% No change 4,772 $601K
Cipher Capital LP 0.28% New 4,769 $600K
Sound Financial Strategies Group, LLC 0.50% Reduce -2.0% 4,766 $600K
Independent Advisor Alliance 0.02% Reduce -1.0% 4,718 $594K
Ossiam 0.01% Reduce -58.7% 4,717 $594K
Peddock Capital Advisors, LLC 0.16% No change 4,713 $593K
Wambolt & Associates, LLC 0.18% Reduce -7.9% 4,747 $592K
PARK CIRCLE Co 0.55% No change 4,680 $589K
Prospera Financial Services Inc 0.02% Reduce -4.3% 4,583 $577K
Trust Point Inc. 0.05% Reduce -19.5% 4,577 $576K
Petrus Trust Company, LTA 0.05% Reduce -16.4% 4,573 $576K
Tidal Investments LLC 0.01% Reduce -67.3% 4,509 $567K
Dynasty Wealth Management, LLC 0.02% — 4,491 $565K
Gen-Wealth Partners Inc 0.28% — 4,421 $557K
Quadrature Capital Ltd 0.01% New 4,403 $554K
OneDigital Investment Advisors LLC 0.01% Add +7.6% 4,350 $548K
Van Eck Associates Corp. 0.00% Add +46.0% 4,345 $547K
Clearstead Advisors, LLC 0.03% Reduce -34.6% 4,700 $546K
Headinvest, LLC 0.11% Add +0.4% 4,316 $543K
Mgo One Seven LLC 0.03% Reduce -2.3% 4,299 $541K
Metropolitan Life Insurance Co 0.02% Reduce -0.9% 4,280 $539K
Stratos Wealth Partners, LTD. 0.01% Reduce -10.8% 4,274 $538K
Pitcairn Co. 0.03% Reduce -22.0% 4,249 $535K
Capstone Investment Advisors, LLC 0.02% Add +87.1% 4,244 $534K
Forza Wealth Management, LLC 0.27% Reduce -2.4% 4,140 $521K
Gsa Capital Partners LLP 0.04% New 4,092 $515K
North Star Investment Management Corp. 0.04% Reduce -2.4% 4,033 $508K
Headlands Technologies LLC 0.12% New 4,020 $506K
CWA Asset Management Group, LLC 0.03% Add +11.2% 4,017 $506K
Hengehold Capital Management LLC 0.05% Add +27.6% 4,006 $504K
Money Concepts Capital Corp. 0.05% Add +13.5% 3,960 $498K
Valmark Advisers, Inc. 0.01% Add +22.2% 3,931 $495K
Aviance Capital Partners, LLC 0.07% New 3,889 $490K
Ingalls & Snyder LLC 0.02% No change 3,858 $486K
First Hawaiian Bank 0.02% Add +4.2% 3,846 $484K
SlateStone Wealth, LLC 0.05% New 3,836 $483K
Fiera Capital Corp 0.00% Reduce -6.6% 3,830 $482K
Aviva PLC 0.00% Reduce -93.0% 3,814 $480K
Beacon Pointe Advisors, LLC 0.01% Add +1.0% 3,804 $479K
&partners 0.07% Add +13.3% 3,795 $478K
Raymond James Trust N.A. 0.01% Reduce -23.1% 3,773 $475K
Mendel Money Management 0.22% Add +11.7% 3,755 $473K
Qtron Investments LLC 0.07% No change 3,704 $466K
Empirical Finance, LLC 0.03% Add +3.4% 3,693 $465K
Caprock Group, LLC 0.03% Add +40.3% 3,688 $464K
TD Private Client Wealth LLC 0.02% Add +377.8% 3,679 $463K
Revisor Wealth Management LLC 0.21% New 3,648 $460K
Vima LLC 0.53% Reduce -6.1% 2,916 $459K
Norinchukin Bank, The 0.01% Reduce -1.4% 3,642 $458K
Physicians Financial Services, Inc. 0.16% Reduce -0.6% 3,620 $456K
Dynamic Technology Lab Private Ltd 0.05% New 3,584 $451K
Signaturefd, LLC 0.01% Reduce -0.7% 3,582 $451K
Main Street Research LLC 0.03% No change 3,539 $445K
S.A. Mason LLC 0.27% Add +0.3% 3,535 $445K
IFP Advisors, Inc 0.02% Add +24.5% 3,520 $443K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -7.3% 3,503 $441K
Buckingham Capital Management, Inc. 0.05% New 3,460 $436K
CIBC Private Wealth Group LLC 0.00% Reduce -3.3% 3,454 $431K
Wesbanco Bank Inc. 0.02% Add +20.3% 3,419 $430K
Brave Asset Management Inc. 0.11% Add +11.3% 3,411 $429K
Axxcess Wealth Management, LLC 0.01% New 3,400 $428K
Metis Global Partners, LLC 0.02% Reduce -0.6% 3,399 $428K
Longfellow Investment Management Co. LLC 0.10% Add +0.3% 3,374 $425K
Balentine LLC 0.01% Reduce -1.9% 3,368 $424K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 3,368 $424K
Commonwealth Financial Services, LLC 0.10% No change 3,304 $418K
Jump Financial, LLC 0.01% New 3,297 $415K
Harbour Investments, Inc. 0.01% Add +16.6% 3,275 $412K
Conestoga Capital Advisors, LLC 0.01% Reduce -8.5% 3,240 $408K
ICW Investment Advisors LLC 0.18% Reduce -7.8% 3,221 $405K
Bessemer Group Inc. 0.00% Reduce -11.2% 3,208 $405K
Modern Wealth Management, LLC 0.04% New 3,210 $404K
Global X Japan Co., Ltd. 0.09% Add +7.0% 3,187 $401K
Fulton Bank, N.A. 0.02% New 3,179 $400K
CoreCap Advisors, LLC 0.02% New 3,176 $400K
Elevation Point Wealth Partners, LLC 0.03% New 3,157 $397K
KG Capital Management 0.16% No change 3,130 $394K
HB Wealth Management, LLC 0.00% Reduce -24.2% 3,114 $392K
Hyman Charles D 0.02% No change 3,099 $390K
Romano Brothers and Company 0.05% Reduce -2.4% 3,089 $389K
Swiss Life Asset Management Ltd 0.01% Reduce -67.0% 3,059 $385K
Focus Partners Wealth 0.00% Add +3.0% 3,048 $384K
Independent Solutions Wealth Management, LLC 0.09% Reduce -6.3% 3,027 $381K
First Merchants Corp. 0.03% Reduce -72.2% 3,020 $380K
Sonora Investment Management Group, LLC 0.03% No change 3,002 $378K
Avalon Trust Co 0.03% No change 3,000 $378K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.16% No change 3,244 $374K
Trueblood Wealth Management, LLC 0.21% Reduce -1.9% 2,968 $374K
Trust Co. of Vermont 0.02% Reduce -1.9% 2,938 $370K
Bradley Foster & Sargent Inc. 0.01% Add +0.0% 2,919 $367K
Park National Corp. 0.01% Reduce -0.3% 2,914 $367K
Integrated Wealth Concepts LLC 0.01% Add +7.2% 2,901 $365K
Delta Investment Management, LLC 0.08% Reduce -3.0% 2,898 $365K
Trustmark Bank Trust Department 0.03% Reduce -11.5% 2,891 $364K
MQS Management LLC 0.21% New 2,873 $362K
Rakuten Investment Management, Inc. 0.00% Add +989.7% 2,855 $359K
V-Square Quantitative Management LLC 0.05% No change 2,813 $354K
Kornitzer Capital Management Inc. 0.01% Reduce -0.2% 2,775 $349K
Kendall Capital Management 0.12% No change 2,770 $349K
Kestra Private Wealth Services, LLC 0.01% Reduce -20.8% 2,759 $347K
Engineers Gate Manager LP 0.01% New 2,756 $347K
Hilltop Holdings Inc. 0.04% Add +31.4% 2,725 $343K
Teacher Retirement System of Texas 0.00% Reduce -44.6% 2,699 $340K
Jmac Enterprises LLC 0.06% Reduce -6.9% 2,700 $340K
Alberta Investment Management Corp 0.00% No change 2,700 $340K
Journey Advisory Group, LLC 0.04% Add +18.2% 2,682 $338K
Welch Group, LLC 0.02% Reduce -29.7% 2,673 $337K
Plato Investment Management Ltd 0.03% New 2,642 $333K
Old National Bancorp 0.01% New 2,620 $330K
Freestone Capital Holdings, LLC 0.01% Reduce -46.5% 2,611 $329K
International Assets Investment Management, LLC 0.03% Reduce -0.7% 2,625 $327K
Valley Brook Capital Group, Inc. 0.26% Reduce -7.2% 2,584 $325K
Apollon Wealth Management, LLC 0.01% Add +36.8% 2,564 $323K
Smith Shellnut Wilson LLC 0.17% No change 2,562 $322K
Syon Capital LLC 0.03% Add +1.2% 2,551 $321K
Mission Wealth Management, LP 0.01% New 2,540 $320K
Meeder Advisory Services, Inc. 0.03% Add +12.1% 2,529 $318K
SVB Wealth LLC 0.01% Add +1.6% 2,524 $318K
Kanawha Capital Management LLC 0.03% No change 2,500 $315K
Central Pacific Bank - Trust Division 0.04% — 2,500 $312K
Synovus Financial Corp. 0.00% Reduce -17.9% 2,457 $309K
SS&H Financial Advisors, Inc. 0.13% Add +8.9% 2,450 $308K
Public Sector Pension Investment Board 0.00% No change 2,432 $306K
Quadrant Capital Group LLC 0.02% Add +0.5% 2,431 $306K
Truvestments Capital LLC 0.12% Reduce -1.8% 2,418 $304K
Mather Group, Llc. 0.00% Reduce -0.1% 2,383 $301K
Dearborn Partners LLC 0.01% Add +0.1% 2,390 $301K
Allworth Financial LP 0.00% Reduce -10.5% 2,368 $298K
Wedmont Private Capital 0.02% New 2,532 $297K
Assenagon Asset Management S.A. 0.00% Reduce -97.6% 2,350 $296K
SouthState Bank Corp 0.02% No change 2,348 $296K
Davis R M Inc. 0.01% No change 2,342 $295K
Cornell Pochily Investment Advisors, Inc. 0.12% No change 2,338 $294K
Martingale Asset Management L P 0.01% Reduce -74.6% 2,323 $292K
Marietta Investment Partners LLC 0.06% No change 2,320 $292K
Cadence Bank 0.02% Reduce -2.9% 2,316 $292K
StoneX Group Inc. 0.03% Reduce -4.3% 2,300 $289K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 2,289 $288K
L2 Asset Management, LLC 0.09% New 2,279 $287K
Tiaa Trust, National Association 0.00% Reduce -0.8% 2,270 $286K
First Financial Bank - Trust Division 0.03% Reduce -8.8% 2,269 $286K
Empowered Funds, LLC 0.01% New 2,256 $284K
Rossmore Private Capital 0.04% No change 2,250 $283K
Kingswood Wealth Advisors, LLC 0.03% Reduce -18.3% 2,240 $282K
Formidable Asset Management, LLC 0.05% Reduce -0.7% 2,223 $280K
Coastline Trust Co 0.03% Reduce -13.3% 2,220 $279K
FreeGulliver LLC 0.25% New 2,200 $277K
Integris Wealth Management, LLC 0.08% No change 2,200 $277K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -24.9% 2,231 $274K
Sabal Trust CO 0.02% Reduce -53.6% 2,170 $273K
Moneta Group Investment Advisors LLC 0.00% Reduce -16.0% 2,167 $273K
Mutual Advisors, LLC 0.01% Reduce -68.4% 2,164 $272K
Colonial Trust Advisors 0.03% Reduce -4.6% 2,151 $271K
Bristlecone Advisors, LLC 0.02% Reduce -32.8% 2,131 $268K
Letson Investment Management, Inc. 0.11% No change 2,120 $267K
Gratus Capital, LLC 0.01% No change 2,112 $266K
Wedbush Securities Inc. 0.01% Reduce -30.0% 2,109 $265K
Mechanics Financial Corp 0.14% No change 2,100 $264K
Saybrook Capital 0.07% Reduce -10.6% 2,100 $264K
Roberts Glore & Co. Inc. 0.08% Reduce -4.6% 2,093 $263K
Atlas Wealth LLC 0.21% Add +0.2% 2,079 $262K
First National Trust Co 0.01% Reduce -1.6% 2,077 $261K
Pinebridge Investments, L.P. 0.00% Reduce -87.3% 2,075 $261K
Kohmann Bosshard Financial Services, LLC 0.04% No change 2,066 $260K
Forum Financial Management, LP 0.00% Add +0.1% 2,063 $260K
Kintegral Advisory, LLC 0.03% Reduce -0.3% 2,058 $259K
Arkos Global Advisors 0.04% New 2,049 $258K
Regions Financial Corp. 0.00% Reduce -1.3% 2,008 $253K
Schmidt P J Investment Management Inc. 0.05% No change 2,002 $252K
Borer Denton & Associates, Inc. 0.09% No change 2,000 $252K
Northeast Financial Consultants Inc 0.01% No change 2,000 $252K
Rathbones Group PLC 0.00% No change 2,000 $252K
Wahed Invest LLC 0.06% Add +13.7% 1,988 $250K
Savant Capital, LLC 0.00% New 1,976 $249K
Morningstar Investment Management LLC 0.03% No change 1,934 $243K
Symmetry Partners, LLC 0.02% No change 1,933 $243K
Cullen/Frost Bankers, Inc. 0.00% Reduce -70.4% 1,921 $242K
Congress Asset Management Co. 0.00% No change 1,918 $241K
Oppenheimer & Co. Inc. 0.00% Add +3.1% 1,913 $241K
Pinnacle Financial Partners Inc 0.01% Reduce -7.6% 1,902 $239K
Cypress Capital Group 0.03% Add +7.1% 1,895 $239K
Jentner Corp 0.08% Add +0.8% 1,891 $238K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -5.2% 1,867 $235K
Strategic Blueprint, LLC 0.02% Add +1.5% 1,861 $234K
West Family Investments, Inc. 0.07% New 1,858 $234K
PFG Investments, LLC 0.01% New 1,850 $233K
KFG Wealth Management, LLC 0.10% New 1,850 $233K
Kingsview Wealth Management, LLC 0.01% Reduce -3.8% 1,843 $232K
Wealth Group, Ltd. 0.17% — 1,832 $231K
Gateway Investment Advisers LLC 0.00% Reduce -0.5% 1,829 $230K
Buckingham Strategic Wealth, LLC 0.00% Reduce -6.7% 1,826 $230K
Penn Mutual Asset Management 0.75% No change 1,825 $230K
United Capital Financial Advisors, LLC 0.00% Reduce -6.8% 1,821 $229K
Schnieders Capital Management LLC 0.05% Reduce -45.3% 1,818 $229K
Tyche Wealth Partners LLC 0.06% Add +0.1% 1,817 $229K
Nwam LLC 0.02% Add +2.8% 2,007 $228K
CW Advisors, LLC 0.00% Reduce -17.0% 1,808 $228K
Gleason Group, Inc. 0.05% Add +0.9% 1,805 $227K
Klingman & Associates, LLC 0.02% Reduce -0.2% 1,803 $227K
Carnegie Investment Counsel 0.01% Reduce -5.3% 1,795 $226K
Cobblestone Capital Advisors LLC 0.01% New 1,785 $225K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -5.8% 1,784 $225K
Delta Asset Management LLC 0.02% No change 1,782 $224K
Moller Wealth Partners 0.06% No change 1,778 $224K
Kennon-Green & Company, LLC 0.21% Reduce -0.5% 1,773 $223K
Affinity Investment Advisors, LLC 0.16% No change 1,770 $223K
Sachetta, LLC 0.10% No change 1,745 $220K
Brookstone Capital Management 0.00% Add +5.2% 1,746 $220K
Vantage Consulting Group Inc 0.14% Add +1.3% 1,703 $214K
Legacy Capital Wealth Partners, LLC 0.15% New 1,415 $214K
Baker Chad R 0.05% No change 1,700 $214K
Geller Advisors LLC 0.02% Reduce -6.8% 1,700 $214K
Obermeyer Wealth Partners 0.01% No change 1,700 $214K
North Star Asset Management Inc. 0.01% No change 1,700 $214K
Investment Management Corp of Ontario 0.01% Reduce -32.1% 1,693 $213K
UMB Bank, n.a. 0.00% Reduce -8.6% 1,693 $213K
Soltis Investment Advisors LLC 0.02% No change 1,654 $208K
PDS Planning, Inc 0.02% Add +2.1% 1,631 $205K
Everhart Financial Group, Inc. 0.06% New 1,617 $204K
Horizon Investments, LLC 0.01% Add +4.3% 1,614 $203K
Guyasuta Investment Advisors Inc. 0.01% No change 1,603 $203K
Fiduciary Trust Co 0.00% Reduce -3.7% 1,607 $202K
Two Sigma Securities, LLC 0.01% Reduce -45.0% 1,601 $202K
Tarbox Family Office, Inc. 0.04% Reduce -0.1% 1,600 $201K
SeaCrest Wealth Management, LLC 0.02% New 1,599 $201K
Shufro Rose & Co. LLC 0.02% Reduce -50.9% 1,595 $201K
InterOcean Capital Group, LLC 0.00% Reduce -15.9% 1,591 $200K
Adirondack Trust Co. 0.08% No change 1,587 $200K
GPS Wealth Strategies Group, LLC 0.03% Reduce -77.7% 1,560 $196K
HBW Advisory Services LLC 0.04% No change 1,526 $193K
Farther Finance Advisors, LLC 0.01% Reduce -3.6% 1,504 $188K
Centaurus Financial, Inc. 0.01% Reduce -5.2% 1,489 $187K
Smithfield Trust Co 0.01% No change 1,489 $187K
Sit Investment Associates Inc. 0.00% Add +56.9% 1,420 $179K
Private Trust Co. NA 0.02% Reduce -1.8% 1,419 $179K
GAMMA Investing LLC 0.04% No change 1,416 $178K
Mine & Arao Wealth Creation & Management, LLC. 0.09% Add +0.7% 1,410 $177K
Westpac Banking Corp. 0.01% Reduce -85.3% 1,205 $152K
AlphaCentric Advisors LLC 0.09% Reduce -7.9% 1,196 $151K
Covestor Ltd 0.08% Reduce -3.6% 1,054 $133K
McIlrath & Eck, LLC 0.02% Reduce -3.4% 1,024 $129K
Acadian Asset Management LLC 0.00% Reduce -79.1% 1,009 $126K
Knuff & Co LLC 0.04% No change 1,001 $126K
Whittier Trust Co. 0.00% No change 967 $122K
Manchester Capital Management LLC 0.01% Reduce -79.6% 926 $117K
AlphaMark Advisors, LLC 0.04% Reduce -0.7% 908 $114K
MassMutual Private Wealth & Trust, FSB 0.00% Add +47.5% 898 $113K
JTC Employer Solutions Trustee Ltd 0.01% No change 860 $108K
Caldwell Trust Co 0.01% Reduce -22.9% 854 $107K
Catalyst Funds Management Pty Ltd 0.03% — 800 $101K
Pittenger & Anderson Inc. 0.00% No change 800 $101K
First Horizon Advisors, Inc. 0.00% Add +44.3% 792 $100K
Stone House Investment Management, LLC 0.02% Add +0.5% 789 $99K
Brown Brothers Harriman & Co. 0.00% Reduce -48.6% 777 $98K
Jones Financial Companies LLLP 0.00% Add +535.3% 775 $98K
Geneos Wealth Management Inc. 0.00% Reduce -62.8% 748 $94K
Blue Trust, Inc. 0.00% Reduce -20.4% 739 $93K
Bank of New Hampshire 0.02% Reduce -60.2% 735 $93K
Spire Wealth Management 0.00% Add +12.3% 719 $90K
Sound Income Strategies, LLC 0.01% Reduce -0.1% 713 $90K
Pinnacle Bancorp, Inc. 0.02% Add +58.8% 667 $84K
Citizens National Bank Trust Department 0.02% No change 664 $84K
Rosenberg Matthew Hamilton 0.02% No change 663 $83K
Smartleaf Asset Management LLC 0.02% Add +155.0% 640 $80K
Avior Wealth Management, LLC 0.00% Add +1955.2% 596 $75K
Barrett & Company, Inc. 0.04% Add +0.5% 591 $74K
Global Retirement Partners, LLC 0.00% Reduce -1.0% 589 $74K
Transamerica Financial Advisors, LLC 0.01% Reduce -1.6% 571 $72K
Salem Investment Counselors Inc. 0.00% No change 560 $70K
Criterion Capital Advisors, LLC 0.05% No change 540 $68K
Banque Cantonale Vaudoise 0.00% Reduce -94.2% 530 $67K
iA Global Asset Management Inc. 0.00% Reduce -94.5% 531 $67K
Oliver Lagore Vanvalin Investment Group 0.02% No change 531 $67K
Parkside Financial Bank & Trust 0.01% Reduce -1.5% 526 $66K
SRH Advisors, LLC 0.02% Reduce -9.9% 500 $63K
JNBA Financial Advisors 0.01% No change 486 $61K
Group One Trading LLC 0.00% New 477 $60K
Principal Securities, Inc. 0.00% Add +38.6% 474 $60K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +188.8% 462 $58K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 493 $58K
Global Financial Private Client, LLC 0.02% No change 454 $57K
St Germain D J Co. Inc. 0.00% No change 447 $56K
First Financial Corp. 0.03% Add +10.8% 443 $56K
Financial Freedom, LLC 0.03% Add +0.2% 426 $54K
Ransom Advisory, Ltd 0.03% — 400 $50K
Perkins Coie Trust Co 0.01% No change 392 $49K
GW&K Investment Management, LLC 0.00% No change 387 $49K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 371 $47K
Monetary Management Group Inc. 0.01% No change 350 $44K
EverSource Wealth Advisors, LLC 0.00% No change 376 $43K
Concourse Financial Group Securities, Inc. 0.00% Reduce -62.1% 341 $43K
Addison Advisors LLC 0.01% No change 334 $42K
Meeder Asset Management Inc. 0.00% New 332 $42K
Key Financial Inc 0.01% No change 329 $41K
Highlander Capital Management, LLC 0.02% No change 327 $41K
Cambridge Trust Co. 0.00% No change 325 $41K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 323 $41K
Rothschild Investment LLC 0.00% Reduce -0.3% 312 $39K
Valley National Advisers Inc. 0.01% Add +3.5% 294 $37K
Investors Research Corp 0.01% No change 282 $35K
Johnson Financial Group, Inc. 0.00% Reduce -48.4% 278 $35K
Venturi Wealth Management, LLC 0.00% New 277 $35K
Lindbrook Capital, LLC 0.00% Reduce -32.8% 275 $35K
Harbor Investment Advisory, LLC 0.00% No change 273 $34K
Baron Capital (BAMCO) 0.00% No change 251 $32K
Ulland Investment Advisors, LLC 0.03% Add +0.8% 244 $31K
Tompkins Financial Corp. 0.00% No change 235 $30K
Colonial Trust Co / SC 0.01% Reduce -11.8% 225 $28K
Sunbelt Securities, Inc. 0.00% Add +0.9% 217 $27K
Hazlett, Burt & Watson, Inc. 0.02% No change 203 $26K
MCF Advisors LLC 0.00% No change 205 $26K
Old Second National Bank of Aurora 0.01% No change 202 $25K
Duncker Streett & Co. Inc. 0.01% No change 202 $25K
Advantage Trust Co 0.02% No change 200 $25K
Dagco, Inc. 0.01% New 200 $25K
Estabrook Capital Management 0.00% No change 200 $25K
HM Payson & Co. 0.00% No change 200 $25K
Janiczek Wealth Management, LLC 0.01% Reduce -8.4% 196 $25K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +16.4% 185 $23K
Lanark Financial, Inc. 0.00% Add +1.1% 188 $23K
First Manhattan Co. Llc. 0.00% Reduce -7.0% 174 $22K
CBIZ Investment Advisory Services, LLC 0.00% New 173 $22K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 170 $21K
Tortoise Investment Management, LLC 0.00% Add +43.1% 166 $21K
Glen Eagle Advisors, LLC 0.00% Add +34.1% 165 $21K
DT Investment Partners, LLC 0.00% No change 153 $19K
Plante Moran Financial Advisors, LLC 0.00% No change 151 $19K
Core Alternative Capital 0.00% No change 150 $19K
Salomon & Ludwin, LLC 0.00% Add +43.1% 146 $18K
Cyrus J. Lawrence, LLC 0.00% — 150 $18K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 133 $17K
Chelsea Counsel Co. 0.01% No change 130 $16K
Emfo, LLC 0.01% No change 128 $16K
Richard W. Paul & Associates, LLC 0.01% No change 125 $16K
Assetmark, Inc. 0.00% Reduce -8.1% 125 $16K
Piscataqua Savings Bank 0.01% No change 125 $16K
Atticus Wealth Management, LLC 0.01% No change 124 $16K
NFSG Corp 0.01% Add +0.8% 123 $16K
Center for Financial Planning, Inc. 0.00% Add +17.8% 119 $15K
True Wealth Design, LLC 0.00% Add +0.9% 113 $14K
Archer Investment Corp 0.00% Reduce -6.6% 113 $14K
Syntax Research, Inc. 0.01% No change 112 $14K
New England Capital Financial Advisors LLC 0.01% Reduce -11.2% 111 $14K
MV Capital Management, Inc. 0.00% Add +0.9% 110 $14K
Sittner & Nelson, LLC 0.01% No change 107 $13K
Wolff Wiese Magana LLC 0.01% No change 105 $13K
Planning Capital Management Corp 0.01% No change 105 $13K
FRG Family Wealth Advisors LLC 0.00% New 115 $13K
Bangor Savings Bank 0.00% Reduce -82.8% 104 $13K
Quarry LP 0.01% Add +110.2% 103 $13K
Front Row Advisors LLC 0.00% New 101 $13K
Naples Money Management LLC 0.01% No change 100 $13K
Birch Capital Management, LLC 0.01% No change 100 $13K
EnRich Financial Partners LLC 0.00% New 100 $13K
Laurel Wealth Advisors LLC 0.00% No change 100 $13K
Global Assets Advisory, LLC 0.01% New 100 $12K
Cutler Group LLC / CA 0.01% Add +156.4% 100 $12K
JFS Wealth Advisors, LLC 0.00% Reduce -6.9% 95 $12K
Nemes Rush Group LLC 0.00% No change 92 $12K
Bray Capital Advisors 0.00% No change 90 $11K
Peregrine Capital Management LLC 0.00% No change 90 $11K
Cassady Schiller Wealth Management, LLC 0.01% Reduce -82.4% 90 $11K
Zions Bancorporation, N.A. 0.00% Reduce -4.5% 85 $11K
Tyler-Stone Wealth Management 0.00% No change 80 $10K
Bruce G. Allen Investments, LLC 0.01% Reduce -7.1% 78 $10K
Bellevue Asset Management, LLC 0.01% Reduce -40.0% 75 $9K
Atlas Capital Advisors Inc. 0.00% Reduce -96.2% 68 $9K
VitalStone Financial, LLC 0.01% New 60 $8K
Transcendent Capital Group LLC 0.00% No change 63 $8K
Ruedi Wealth Management, Inc. 0.00% No change 63 $8K
Bogart Wealth, LLC 0.00% Add +1.6% 62 $8K
Bell Investment Advisors, Inc 0.00% No change 58 $7K
Armstrong Advisory Group, Inc. 0.00% No change 53 $7K
Financial Avengers, Inc. 0.00% Add +89.3% 53 $7K
Arax Advisory Partners 0.00% Add +20.9% 52 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 52 $7K
Exchange Traded Concepts, LLC 0.00% Reduce -98.7% 51 $6K
Caldwell Sutter Capital, Inc. 0.00% Add +100.0% 50 $6K
Steph & Co. 0.00% No change 49 $6K
First Pacific Financial 0.00% New 49 $6K
City State Bank 0.00% Add +140.0% 48 $6K
Partnership Wealth Management, LLC 0.00% No change 45 $6K
Red Tortoise LLC 0.00% No change 43 $5K
WR Wealth Planners, LLC 0.00% New 40 $5K
FinTrust Capital Advisors, LLC 0.00% No change 40 $5K
Coston, McIsaac & Partners 0.00% Reduce -2.1% 47 $5K
ORG Partners LLC 0.01% Add +150.0% 40 $5K
RFP Financial Group LLC 0.00% Add +62.5% 39 $5K
Montag A & Associates Inc. 0.00% Add +2.6% 39 $5K
Community Bank, N.A. 0.00% No change 38 $5K
Raffa Wealth Management, LLC 0.00% No change 34 $4K
Beacon Capital Management, LLC 0.00% Reduce -85.5% 32 $4K
Benjamin Edwards Inc. 0.00% No change 35 $4K
Capital Advisors, Ltd. LLC 0.00% Add +24.0% 31 $4K
Vermillion & White Wealth Management Group, LLC 0.00% No change 31 $4K
Continuum Advisory, LLC 0.00% New 34 $4K
Prestige Wealth Management Group LLC 0.00% Reduce -57.8% 30 $4K
Evermay Wealth Management LLC 0.00% Reduce -50.0% 30 $4K
Heritage Wealth Advisors 0.00% No change 30 $4K
Sandy Spring Bank 0.00% No change 29 $4K
Private Wealth Management Group, LLC 0.00% No change 27 $3K
Main Street Group, LTD 0.00% New 27 $3K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 26 $3K
Summit Securities Group LLC 0.00% Add +1900.0% 20 $3K
First Personal Financial Services 0.00% No change 23 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 23 $3K
TCTC Holdings, LLC 0.00% No change 22 $3K
Winch Advisory Services, LLC 0.00% No change 20 $3K
Edmond DE Rothschild Holding S.A. 0.00% No change 20 $3K
TD Waterhouse Canada Inc. 0.00% No change 20 $2K
Fortitude Family Office, LLC 0.00% No change 19 $2K
AlphaQuest LLC 0.00% New 17 $2K
Quent Capital, LLC 0.00% No change 17 $2K
Private Ocean, LLC 0.00% No change 17 $2K
Centerpoint Advisors, LLC 0.00% No change 12 $2K
Versant Capital Management, Inc 0.00% No change 15 $2K
Gradient Investments LLC 0.00% Add +275.0% 15 $2K
Iron Horse Wealth Management, LLC 0.00% No change 13 $2K
Cornerstone Planning Group LLC 0.00% Add +25.0% 15 $2K
Valued Wealth Advisors LLC 0.00% New 12 $2K
Boyd Watterson Asset Management LLC 0.00% No change 12 $2K
Northwest Capital Management Inc 0.00% No change 12 $2K
Gilliland Jeter Wealth Management LLC 0.00% New 12 $2K
Carmichael Hill & Associates, Inc. 0.00% Reduce -21.4% 11 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 11 $1K
Kiely Wealth Advisory Group, Inc. 0.00% No change 11 $1K
Abound Wealth Management 0.00% Reduce -37.5% 10 $1K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 10 $1K
CVA Family Office, LLC 0.00% New 10 $1K
TFC Financial Management, Inc. 0.00% Add +11.1% 10 $1K
Raleigh Capital Management Inc. 0.00% New 10 $1K
Tucker Asset Management LLC 0.00% No change 9 $1K
Dunhill Financial, LLC 0.00% Add +14.3% 8 $1K
Avion Wealth 0.00% Reduce -44.4% 5 $1K
Tsfg, LLC 0.00% No change 7 $1K
Future Financial Wealth Managment LLC 0.00% New 7 $893
SJS Investment Consulting Inc. 0.00% No change 7 $882
Caitlin John, LLC 0.00% Reduce -25.0% 6 $775
Frank, Rimerman Advisors LLC 0.00% No change 6 $755
Frazier Financial Advisors, LLC 0.00% No change 4 $504
Carolinas Wealth Consulting LLC 0.00% No change 4 $503
LGT Financial Advisors LLC 0.00% No change 3 $378
TFO Wealth Partners, LLC 0.00% No change 3 $378
Bfsg, LLC 0.00% No change 3 $339
FSA Wealth Management LLC 0.00% No change 2 $252
Financial Perspectives, Inc 0.00% No change 2 $252
Hollencrest Capital Management 0.00% No change 2 $252
Oakworth Capital, Inc. 0.00% No change 2 $252
SOA Wealth Advisors, LLC. 0.00% No change 1 $136
TD Capital Management LLC 0.00% No change 1 $129
WestEnd Advisors, LLC 0.00% Reduce -50.0% 1 $126
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 1 $126
ICA Group Wealth Management, LLC 0.00% New 1 $126
Penserra Capital Management LLC 0.00% Reduce -99.4% 3 $0
FNY Investment Advisers, LLC 0.00% No change 1 $0

"% of holder's portfolio" is SJM's weight in each manager's 13F, not the share of The JM Smucker Co. the manager owns.