The JM SmuckerSJM

13F holders, Q2 2024 (June 30)
852holders −30
85new positions
114sold out
12famous investors
$109.06avg. 13F price*

At the end of Q2 2024, 852 institutions reported holding The JM Smucker Co. (SJM) in their 13F filings, down 30 from Q1 2024. 85 opened new positions and 114 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock Inc. ($890.6M) and State Street Corp. ($692.2M). 12 famous investors held it, including John W. Rogers Jr. (1.6% of Ariel Investments's portfolio), Steve Cohen (0.3% 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 (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions85$285.8M
Exits114$457.3M

All 13F filers, Q1 2024 → Q2 2024: 11,485,520 shares bought and 9,871,970 shares sold, net +1,613,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 852 holders

Vanguard Group Inc. 0.03% Add +0.3% 13,011,906 $1.4B
BlackRock Inc. 0.02% Reduce -10.7% 8,167,554 $890.6M
State Street Corp. 0.03% Reduce -4.0% 6,348,277 $692.2M
Boston Partners 0.42% Add +6.4% 3,096,127 $338.0M
Geode Capital Management, LLC 0.03% Add +2.8% 2,665,436 $289.9M
FMR LLC 0.02% Add +77.1% 2,395,854 $261.2M
Dimensional Fund Advisors LP 0.05% Add +8.2% 1,783,183 $194.4M
Morgan Stanley 0.01% Add +9.2% 1,685,813 $183.8M
ProShare Advisors LLC 0.45% Add +14.4% 1,526,074 $166.4M
Invesco Ltd. 0.03% Reduce -18.6% 1,492,389 $162.7M
Champlain Investment Partners, LLC 0.97% Reduce -0.1% 1,456,010 $158.8M
Ariel Investments 1.60% Add +56.0% 1,354,999 $147.7M
Citadel Advisors 0.15% Add +101.0% 1,319,129 $143.8M
Millennium Management 0.11% Reduce -16.6% 1,202,476 $131.1M
Nordea Investment Management AB 0.15% Add +27.4% 1,163,133 $127.0M
Norges Bank 0.02% Reduce -25.1% 1,156,016 $126.1M
Ameriprise Financial Inc. 0.03% Reduce -22.8% 1,146,199 $125.0M
Northern Trust Corp. 0.02% Reduce -4.1% 1,058,608 $115.4M
Amundi 0.04% Add +70.4% 1,014,494 $110.7M
Charles Schwab Investment Management Inc. 0.02% Add +3.0% 977,356 $106.6M
Deutsche Bank AG 0.05% Add +13.8% 970,042 $105.8M
Two Sigma Investments, LP 0.25% Add +489.3% 942,165 $102.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +0.8% 894,377 $97.5M
Point72 Asset Management 0.31% Reduce -33.8% 872,367 $95.1M
Bank of New York Mellon Corp 0.02% Reduce -4.8% 859,084 $93.7M
Bank of Montreal 0.03% Add +208.2% 805,029 $90.2M
Legal & General Group Plc 0.03% Reduce -11.2% 814,394 $88.8M
Bank of America Corp. 0.01% Reduce -2.5% 777,222 $84.7M
Goldman Sachs Group Inc. 0.02% Add +139.6% 727,259 $79.3M
Tandem Investment Advisors, Inc. 2.99% Add +2.5% 689,076 $75.1M
JPMorgan Chase & Co. 0.01% Reduce -19.3% 672,226 $73.3M
Two Sigma Advisers, LP 0.14% New 565,292 $61.6M
Voloridge Investment Management, LLC 0.21% Add +359.3% 525,534 $57.3M
First Trust Advisors LP 0.06% Add +13.0% 524,102 $57.1M
California Public Employees Retirement System 0.04% Reduce -15.7% 508,717 $55.5M
Staley Capital Advisers Inc. 2.50% New 499,125 $54.4M
Wells Fargo & Company 0.01% Reduce -14.1% 482,603 $52.6M
AQR Capital Management 0.07% Reduce -18.9% 431,706 $46.9M
Renaissance Technologies 0.08% Add +77.7% 428,848 $46.8M
AMF Tjanstepension AB 0.35% Add +123.2% 425,048 $46.4M
Vest Financial, LLC 0.98% Add +29.6% 375,352 $40.9M
Qube Research & Technologies Ltd 0.08% Add +5752.0% 373,418 $40.7M
TD Asset Management Inc 0.03% Reduce -7.4% 322,625 $35.2M
Nomura Asset Management Co. Ltd. 0.12% Add +15.9% 317,742 $34.6M
Swiss National Bank 0.02% Reduce -1.1% 314,365 $34.3M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -9.2% 309,108 $33.7M
ExodusPoint Capital Management, LP 0.34% New 288,184 $31.4M
Barclays PLC 0.01% Reduce -19.4% 259,636 $28.3M
Douglas Lane & Associates, LLC 0.38% Add +8.7% 246,977 $26.9M
Raymond James & Associates 0.02% Add +30.3% 240,627 $26.2M
Nuveen Asset Management, LLC 0.01% Reduce -3.3% 236,558 $25.8M
Advisors Capital Management, LLC 0.43% Add +13.9% 224,682 $24.5M
UBS Group AG 0.01% Add +17.6% 217,785 $23.7M
APG Asset Management N.V. 0.04% Reduce -36.3% 230,094 $23.4M
Rhumbline Advisers 0.02% Reduce -7.9% 205,503 $22.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +17.9% 202,785 $22.1M
Lazard Asset Management LLC 0.03% Add +24.4% 199,397 $21.7M
Cwm, LLC 0.10% Reduce -0.3% 198,602 $21.7M
Squarepoint Ops LLC 0.08% Add +1846.1% 198,329 $21.6M
Alliancebernstein L.P. 0.01% Reduce -10.6% 190,655 $20.8M
Bridgewater Associates 0.11% Add +2.1% 189,842 $20.7M
California State Teachers Retirement System 0.03% Add +9.3% 188,658 $20.6M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -26.0% 183,105 $20.0M
Worldquant Millennium Advisors LLC 0.18% New 182,461 $19.9M
HSBC Holdings PLC 0.01% Reduce -16.8% 179,762 $19.6M
Cubist Systematic Strategies, LLC 0.33% New 176,742 $19.3M
Jane Street Group, LLC 0.02% Add +313.5% 170,917 $18.6M
Aquatic Capital Management LLC 0.68% New 169,300 $18.5M
GAMCO Investors 0.19% Reduce -10.5% 160,788 $17.5M
Assenagon Asset Management S.A. 0.04% Add +6703.1% 159,873 $17.4M
Russell Investments Group, Ltd. 0.03% Reduce -11.6% 156,949 $17.1M
Royal Bank of Canada 0.00% Add +3.5% 155,556 $17.0M
Lighthouse Investment Partners, LLC 0.92% Reduce -56.7% 150,600 $16.4M
T. Rowe Price Associates Inc. 0.00% Add +2.5% 148,884 $16.2M
Stifel Financial Corp. 0.02% Add +1.3% 148,235 $16.2M
New York State Common Retirement Fund 0.02% Add +0.8% 147,175 $16.0M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -24.3% 143,179 $15.6M
Citigroup Inc. 0.01% Reduce -41.7% 138,473 $15.1M
PNC Financial Services Group, Inc. 0.01% Reduce -5.2% 138,309 $15.1M
Allianz Asset Management GmbH 0.02% Add +5.9% 138,073 $15.1M
Gabelli Funds LLC 0.12% Reduce -0.7% 138,050 $15.1M
Verition Fund Management LLC 0.12% Add +857.0% 129,915 $14.2M
Principal Financial Group Inc. 0.01% Reduce -7.8% 129,675 $14.1M
Swedbank AB 0.02% Add +14.1% 127,618 $13.9M
Cantor Fitzgerald Investment Advisors L.P. 1.03% Add +12.0% 122,709 $13.4M
Korea Investment CORP 0.03% Add +198.0% 121,463 $13.2M
Storebrand Asset Management As 0.04% Reduce -19.3% 119,816 $13.1M
FIL Ltd 0.01% New 116,075 $12.7M
Tobam 1.95% Reduce -49.0% 114,244 $12.5M
Speece Thorson Capital Group Inc. 2.54% Add +23.2% 113,922 $12.4M
Janney Montgomery Scott LLC 0.04% Add +3.4% 112,272 $12.2M
Connor, Clark & Lunn Investment Management Ltd. 0.05% New 110,757 $12.1M
Teacher Retirement System of Texas 0.07% Add +3889.7% 107,682 $11.7M
CANADA LIFE ASSURANCE Co 0.02% Reduce -12.0% 105,462 $11.5M
LPL Financial LLC 0.01% Add +8.2% 105,157 $11.5M
Sei Investments Co. 0.02% Add +8.5% 104,844 $11.4M
BNP Paribas Financial Markets 0.01% Reduce -47.7% 102,929 $11.2M
Adage Capital Partners Gp, L.L.C. 0.02% Add +31.0% 101,827 $11.1M
Tudor Investment Corporation 0.12% Add +200.6% 97,676 $10.7M
Cerity Partners LLC 0.03% Reduce -2.3% 96,766 $10.6M
Prudential Financial Inc. 0.02% Reduce -22.0% 96,525 $10.5M
State Board of Administration of Florida Retirement System 0.02% Reduce -30.6% 89,481 $9.8M
New York State Teachers Retirement System 0.02% Reduce -7.9% 89,290 $9.7M
Commonwealth Equity Services, LLC 0.02% Add +9.2% 88,737 $9.7M
Meiji Yasuda Asset Management Co Ltd. 0.39% Add +12.7% 88,502 $9.7M
Danske Bank A/S 0.03% Reduce -8.3% 84,302 $9.2M
AXA S.A. 0.03% Add +24.3% 82,596 $9.0M
Blair William & Co. 0.03% Reduce -28.6% 81,673 $8.9M
Railway Pension Investments Ltd 0.10% Reduce -69.5% 80,100 $8.7M
Cresset Asset Management, LLC 0.04% Add +22.2% 75,853 $8.3M
Cornerstone Capital, Inc. 0.83% Reduce -9.0% 75,720 $8.3M
D. E. Shaw & Co. 0.01% Add +748.4% 74,491 $8.1M
Asset Management One Co., Ltd. 0.03% Reduce -24.4% 73,427 $8.0M
Illinois Municipal Retirement Fund 0.12% Reduce -10.6% 70,265 $7.7M
Marshall Wace, LLP 0.01% Reduce -49.5% 69,976 $7.6M
Treasurer of the State of North Carolina 0.03% Reduce -2.0% 69,838 $7.6M
Man Group plc 0.02% Reduce -62.9% 69,784 $7.6M
HighTower Advisors, LLC 0.01% Reduce -9.0% 69,643 $7.6M
Manufacturers Life Insurance Company, The 0.01% Add +1.9% 69,370 $7.6M
Engineers Gate Manager LP 0.17% Add +2409.8% 69,169 $7.5M
State of Wisconsin Investment Board 0.02% Reduce -6.3% 68,847 $7.5M
Crestline Management, L.P. 0.58% Reduce -36.9% 67,282 $7.3M
Sage Capital Advisors,llc 2.06% Add +99.3% 65,670 $7.2M
State of Tennessee, Department of Treasury 0.03% Add +12.9% 65,200 $7.1M
Yousif Capital Management, LLC 0.08% Reduce -2.8% 65,154 $7.1M
USS Investment Management Ltd 0.05% Add +16.1% 60,489 $6.6M
Pictet Asset Management Holding SA 0.01% Add +4.3% 59,251 $6.5M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.5% 59,027 $6.4M
Thrivent Financial for Lutherans 0.01% Reduce -2.3% 58,499 $6.4M
Quantbot Technologies LP 0.31% New 57,965 $6.3M
Westwood Holdings Group Inc. 0.05% No change 56,816 $6.2M
Goelzer Investment Management, Inc. 0.35% Reduce -1.9% 56,756 $6.2M
Captrust Financial Advisors 0.02% Add +22.0% 56,698 $6.2M
Los Angeles Capital Management LLC 0.02% Reduce -10.2% 56,467 $6.2M
Corient Private Wealth LP 0.01% Reduce -5.8% 56,405 $6.2M
Reik & Co., LLC 1.58% Reduce -1.2% 56,169 $6.1M
Healthcare of Ontario Pension Plan Trust Fund 0.02% New 54,460 $5.9M
Royal London Asset Management Ltd. 0.02% Reduce -1.9% 54,379 $5.9M
Visionary Wealth Advisors 0.38% Add +5.8% 53,624 $5.8M
M&T Bank Corp 0.02% Reduce -3.2% 53,478 $5.8M
Mizuho Markets Americas LLC 0.16% Reduce -32.2% 52,787 $5.8M
Calydon Capital 1.02% Reduce -1.6% 52,260 $5.7M
Toronto Dominion Bank 0.01% Reduce -13.6% 51,799 $5.6M
Daymark Wealth Partners, LLC 0.26% Add +3.3% 51,799 $5.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -48.5% 51,029 $5.6M
Envestnet Asset Management Inc. 0.00% Add +5.0% 50,742 $5.5M
Creative Planning 0.01% Reduce -4.7% 50,503 $5.5M
Handelsbanken Fonder AB 0.02% Reduce -19.1% 50,136 $5.5M
Resona Asset Management Co.,Ltd. 0.03% Reduce -15.7% 50,085 $5.5M
Vontobel Holding Ltd. 0.02% Reduce -10.7% 49,303 $5.4M
Susquehanna International Group, LLP 0.01% Add +6.9% 48,268 $5.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -8.8% 46,416 $5.1M
National Bank of Canada 0.01% Add +80.7% 45,233 $5.0M
Jump Financial, LLC 0.10% Add +1254.3% 44,650 $4.9M
Parthenon LLC 0.62% Reduce -2.2% 44,577 $4.9M
Te Ahumairangi Investment Management Ltd 0.93% Reduce -0.7% 44,291 $4.8M
Landscape Capital Management, L.L.C. 0.41% Reduce -4.1% 44,192 $4.8M
Gotham Asset Management 0.06% Add +74.7% 44,013 $4.8M
Trexquant Investment LP 0.07% New 42,395 $4.6M
Osaic Holdings, Inc. 0.01% Add +11.6% 42,139 $4.6M
Mn Services Vermogensbeheer B.V. 0.03% Reduce -2.6% 41,884 $4.6M
McDonald Partners LLC 1.21% Add +42.0% 41,350 $4.5M
US Bancorp \de 0.01% Reduce -2.0% 40,612 $4.4M
GHP Investment Advisors, Inc. 0.22% Add +9.6% 40,171 $4.4M
Aberdeen Group plc 0.01% Reduce -22.3% 40,046 $4.4M
Victory Capital Management Inc. 0.00% Reduce -26.2% 39,917 $4.4M
Erste Asset Management GmbH 0.06% No change 39,700 $4.3M
Hudson Edge Investment Partners Inc. 0.83% Add +2.4% 39,446 $4.3M
Public Employees Retirement System of Ohio 0.02% Reduce -1.7% 39,347 $4.3M
Rodgers Brothers Inc. 0.58% Add +59.5% 39,232 $4.3M
Intact Investment Management Inc. 0.16% Add +162.4% 39,100 $4.3M
State of New Jersey Common Pension Fund D 0.02% Reduce -32.4% 38,912 $4.2M
Adams Asset Advisors, LLC 0.57% No change 38,688 $4.2M
Wealthfront Advisers LLC 0.01% Reduce -5.9% 38,647 $4.2M
Great Lakes Advisors, LLC 0.04% Reduce -1.8% 36,253 $4.0M
LSV Asset Management 0.01% Reduce -6.5% 35,922 $3.9M
Raymond James Financial Services Advisors, Inc. 0.01% Add +9.0% 35,912 $3.9M
Ethic Inc. 0.09% Add +2.3% 35,634 $3.9M
Intech Investment Management LLC 0.05% Add +14.9% 35,002 $3.8M
Trajan Wealth LLC 0.24% Add +2.4% 34,922 $3.8M
Franklin Resources Inc. 0.00% Reduce -20.0% 34,896 $3.8M
Voya Investment Management LLC 0.00% Add +4.4% 34,822 $3.8M
D.A. Davidson & Co. 0.03% Add +12.0% 34,468 $3.8M
State of Michigan Retirement System 0.02% Add +0.3% 33,561 $3.7M
Neo Ivy Capital Management 0.72% — 33,548 $3.7M
Keybank National Association 0.01% Reduce -9.2% 33,146 $3.6M
Vestcor Inc 0.12% Reduce -23.1% 32,255 $3.5M
National Pension Service 0.00% Reduce -85.2% 31,949 $3.5M
Baird Financial Group, Inc. 0.01% Reduce -28.6% 31,901 $3.5M
Commerzbank Aktiengesellschaft 0.11% Add +46.2% 31,459 $3.4M
Silver Lake Advisory, LLC 0.83% Add +0.2% 30,803 $3.4M
Cibc World Markets Corp. 0.02% Add +4.2% 30,127 $3.3M
Curi Capital, LLC 0.08% Add +20.6% 29,963 $3.3M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +18.7% 29,873 $3.3M
KBC Group NV 0.01% Reduce -10.4% 29,693 $3.2M
Qsemble Capital Management, LP 0.61% New 29,407 $3.2M
Arizona State Retirement System 0.02% Reduce -0.1% 29,167 $3.2M
Corebridge Financial, Inc. 0.02% — 28,904 $3.2M
MetLife Investment Management, LLC 0.02% Add +14.0% 28,265 $3.1M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.03% — 28,177 $3.1M
Edgestream Partners, L.P. 0.15% Add +73.3% 28,044 $3.1M
Comerica Bank 0.01% Reduce -14.5% 27,498 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -11.1% 27,072 $3.0M
Venture Visionary Partners LLC 0.14% Add +2.3% 27,025 $2.9M
Ostrum Asset Management 0.26% Reduce -7.2% 26,991 $2.9M
Ancora Advisors LLC 0.07% Reduce -7.9% 26,943 $2.9M
Panagora Asset Management Inc. 0.01% Reduce -25.2% 26,562 $2.9M
Amalgamated Bank 0.02% Add +22.5% 26,493 $2.9M
State of Alaska, Department of Revenue 0.03% Reduce -19.1% 26,452 $2.9M
Shorepoint Capital Partners LLC 0.68% Add +4.8% 26,436 $2.9M
HRT Financial LP 0.02% New 26,368 $2.9M
Toth Financial Advisory Corp. 0.36% Reduce -6.8% 26,289 $2.9M
Hourglass Capital, LLC 0.84% New 25,860 $2.8M
Stephens Inc. 0.04% Reduce -4.4% 25,708 $2.8M
Mariner, LLC 0.01% Add +14.5% 25,509 $2.8M
Foster & Motley Inc. 0.19% Reduce -12.5% 25,200 $2.7M
Dynamic Technology Lab Private Ltd 0.31% Add +600.7% 25,114 $2.7M
FORA Capital, LLC 0.33% New 24,967 $2.7M
Cetera Investment Advisers 0.01% Add +3.0% 24,886 $2.7M
Alaska Permanent Fund Corp 0.04% Add +25.2% 22,991 $2.7M
Walleye Capital LLC 0.03% Reduce -44.5% 24,589 $2.7M
B. Metzler seel. Sohn & Co. AG 0.03% Add +14.1% 24,570 $2.7M
SG Americas Securities, LLC 0.02% Reduce -14.7% 24,458 $2.7M
S&T Bank 0.68% Reduce -9.4% 24,288 $2.6M
DekaBank Deutsche Girozentrale 0.00% Reduce -56.4% 24,403 $2.6M
Schonfeld Strategic Advisors LLC 0.02% Reduce -70.5% 23,659 $2.6M
Retirement Systems of Alabama 0.01% Reduce -0.0% 23,421 $2.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.1% 23,322 $2.5M
Truist Financial Corp. 0.00% Reduce -21.1% 23,090 $2.5M
Kestra Private Wealth Services, LLC 0.05% Add +732.7% 22,975 $2.5M
IFM Investors Pty Ltd 0.03% Add +0.6% 22,679 $2.5M
apricus wealth, LLC 1.75% Add +178.8% 22,487 $2.5M
DNB Asset Management AS 0.01% Add +5.4% 22,476 $2.5M
Benjamin F. Edwards & Company, Inc. 0.04% Add +1.5% 22,196 $2.4M
Forsta Ap-Fonden 0.02% Reduce -9.5% 21,900 $2.4M
Hussman Strategic Advisors, Inc. 0.63% No change 21,000 $2.3M
Jamison Private Wealth Management, Inc. 0.37% Reduce -0.4% 20,609 $2.2M
American Century Companies Inc. 0.00% Reduce -5.0% 20,546 $2.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +60.5% 20,334 $2.2M
Czech National Bank 0.03% Add +8.3% 20,232 $2.2M
Cibc World Market Inc. 0.01% Add +69.4% 20,205 $2.2M
Anchor Investment Management, LLC 0.22% Add +0.5% 19,791 $2.2M
Centiva Capital, LP 0.10% New 19,688 $2.1M
Scientech Research LLC 0.44% New 19,623 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -4.9% 19,506 $2.1M
Guggenheim Capital LLC 0.01% Reduce -14.1% 19,063 $2.1M
Fairfield, Bush & Co. 1.18% Reduce -1.1% 18,128 $2.0M
Point72 (DIFC) Ltd 0.17% Add +250.0% 17,735 $1.9M
Mackenzie Financial Corp. 0.00% Reduce -6.4% 17,728 $1.9M
Coldstream Capital Management Inc. 0.05% Add +6.5% 17,200 $1.9M
Joseph Group Capital Management 0.97% Add +12.7% 17,144 $1.9M
Mark Sheptoff Financial Planning, LLC 1.04% Reduce -37.7% 17,104 $1.9M
Wolverine Trading, LLC 0.03% Add +74.1% 17,072 $1.9M
Utah Retirement Systems 0.02% Reduce -4.5% 17,046 $1.9M
New York Life Investment Management LLC 0.02% Add +1.5% 17,034 $1.9M
CIBC Asset Management Inc 0.01% Reduce -5.9% 16,963 $1.8M
Hunter Associates Investment Management LLC 0.31% Add +17.8% 16,804 $1.8M
IMC-Chicago, LLC 0.06% New 16,817 $1.8M
DAVENPORT & Co LLC 0.01% Reduce -22.6% 16,757 $1.8M
Campbell & CO Investment Adviser LLC 0.15% Reduce -18.7% 16,579 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.8% 16,522 $1.8M
Richard C. Young & CO., LTD. 0.21% Reduce -80.6% 16,012 $1.7M
Beese Fulmer Investment Management, Inc. 0.16% Reduce -2.7% 15,985 $1.7M
Huntington National Bank 0.02% Reduce -0.7% 15,686 $1.7M
Glenmede Trust Co. NA 0.01% Add +16.1% 15,646 $1.7M
Sequoia Financial Advisors, LLC 0.02% Reduce -24.2% 15,480 $1.7M
Pathstone Holdings, LLC 0.01% Reduce -31.4% 15,136 $1.7M
Commerce Bank 0.01% Reduce -7.5% 15,058 $1.6M
Tidal Investments LLC 0.02% Add +229.3% 14,848 $1.6M
Resonant Capital Advisors, LLC 0.13% Add +2.5% 14,693 $1.6M
Hedeker Wealth, LLC 0.46% Reduce -2.6% 14,579 $1.6M
Quantinno Capital Management LP 0.03% Add +33.6% 14,371 $1.6M
Stoneridge Investment Partners LLC 0.59% New 14,350 $1.6M
Cullen Capital Management, LLC 0.02% Add +22.1% 14,315 $1.6M
Janus Henderson Group PLC 0.00% Add +0.5% 14,305 $1.6M
ING Groep NV 0.01% Reduce -1.8% 14,287 $1.6M
Xponance LLC 0.02% Reduce -0.9% 14,256 $1.6M
Nissay Asset Management Corp. /Japan 0.01% Add +4.5% 13,913 $1.5M
Canada Pension Plan Investment Board 0.00% Add +8.6% 13,900 $1.5M
Pacific Global Investment Management Co. 0.29% Reduce -11.4% 13,812 $1.5M
Natixis Advisors, LLC 0.00% Reduce -25.6% 13,796 $1.5M
MAI Capital Management 0.01% Reduce -4.7% 13,781 $1.5M
Palumbo Wealth Management LLC 0.63% Add +19.9% 13,614 $1.5M
Johnson Investment Counsel Inc. 0.02% Reduce -2.6% 13,518 $1.5M
Mutual of America Capital Management LLC 0.02% Reduce -3.8% 13,402 $1.5M
UniSuper Management Pty Ltd 0.01% Add +51.0% 13,399 $1.5M
Neuberger Berman Group LLC 0.00% Add +24.8% 13,367 $1.5M
Private Advisor Group, LLC 0.01% Add +24.0% 13,443 $1.5M
Fifth Third Bancorp 0.01% Reduce -3.8% 13,239 $1.4M
Federated Hermes, Inc. 0.00% Reduce -11.3% 12,989 $1.4M
Curbstone Financial Management Corp 0.31% No change 12,978 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +133.7% 12,828 $1.4M
Creative Financial Designs Inc. 0.12% Add +98.1% 12,807 $1.4M
Unigestion Holding SA 0.08% No change 10,994 $1.4M
Tower Research Capital LLC (TRC) 0.02% Add +93.7% 12,737 $1.4M
Y-Intercept (Hong Kong) Ltd 0.07% New 12,384 $1.4M
Bailard, Inc. 0.04% Reduce -2.1% 12,311 $1.3M
Schroder Investment Management Group 0.00% Add +23.0% 11,967 $1.3M
Ontario Teachers Pension Plan Board 0.01% Reduce -41.1% 11,889 $1.3M
Paloma Partners Management Co 0.14% New 11,817 $1.3M
Pacer Advisors, Inc. 0.00% Reduce -54.4% 11,796 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 11,769 $1.3M
Vanguard Personalized Indexing Management, LLC 0.02% Add +31.4% 11,844 $1.3M
Daiwa Securities Group Inc. 0.01% Add +10.2% 11,594 $1.3M
Concurrent Investment Advisors, LLC 0.04% Add +17.3% 11,387 $1.2M
Culbertson A N & Co. Inc. 0.22% Reduce -11.7% 11,363 $1.2M
Bank of Nova Scotia 0.00% Reduce -18.5% 11,357 $1.2M
Candriam S.C.A. 0.01% Add +2.6% 11,258 $1.2M
Twin Capital Management Inc. 0.14% Add +0.8% 11,152 $1.2M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.48% Add +14.3% 11,145 $1.2M
MML Investors Services, LLC 0.00% Add +17.2% 10,978 $1.2M
Bridgefront Capital, LLC 0.49% Add +62.5% 10,822 $1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -11.2% 10,770 $1.2M
Public Employees Retirement Association of Colorado 0.00% Reduce -5.6% 10,648 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -0.3% 10,632 $1.2M
Weaver C. Barksdale & Associates, Inc. 1.10% Reduce -1.9% 10,602 $1.2M
Flagship Harbor Advisors, LLC 0.07% Add +26.6% 10,410 $1.1M
Edmp, Inc. 1.02% Reduce -1.4% 10,341 $1.1M
Alpha Omega Wealth Management LLC 0.21% Reduce -1.0% 10,308 $1.1M
Bahl & Gaynor LLC 0.01% Reduce -2.4% 10,291 $1.1M
Hennion & Walsh Asset Management, Inc. 0.06% Add +1.3% 10,172 $1.1M
Pearl River Capital, LLC 0.18% Reduce -55.6% 10,170 $1.1M
NJ State Employees Deferred Compensation Plan 0.14% No change 10,105 $1.1M
Whittier Trust Co. of Nevada Inc. 0.03% No change 10,000 $1.1M
Credit Agricole S A 0.01% Add +53.9% 9,921 $1.1M
Empire Financial Management Company, LLC 0.36% Add +2.2% 9,853 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -79.7% 9,871 $1.1M
Farmers Trust Co. 0.22% No change 9,822 $1.1M
Tredje AP-fonden 0.01% Reduce -1.4% 9,783 $1.1M
Kinloch Capital, LLC 0.55% Add +47.4% 9,708 $1.1M
Zurich Insurance Group Ltd 0.01% No change 9,700 $1.1M
Capstone Investment Advisors, LLC 0.05% Add +128.0% 9,675 $1.1M
Inceptionr LLC 0.30% New 9,589 $1.0M
Alkeme Wealth, LLC 0.49% Reduce -2.1% 9,408 $1.0M
Pensionfund Sabic 0.30% No change 9,400 $1.0M
Nomura Holdings Inc. 0.01% Add +41.1% 9,369 $1.0M
Aristotle Capital Management, LLC 0.00% No change 9,367 $1.0M
Naples Global Advisors, LLC 0.10% Reduce -6.7% 9,282 $1.0M
Focus Partners Wealth 0.00% Add +202.4% 9,216 $1.0M
Sanctuary Advisors, LLC 0.01% — 8,816 $1.0M
KG Capital Management 0.35% Add +193.4% 9,185 $1.0M
Stock Yards Bank & Trust Co. 0.03% Reduce -10.2% 9,170 $1000K
Oregon Public Employees Retirement Fund 0.02% No change 9,110 $993K
Macquarie Group Ltd. 0.00% Add +60.8% 9,044 $986K
Moors & Cabot, Inc. 0.05% New 9,017 $983K
Orange Investment Advisors, Inc. 0.13% No change 7,565 $976K
Wellington Management Group LLP 0.00% Reduce -3.8% 8,849 $965K
Gulf International Bank (UK) Ltd 0.02% No change 8,774 $956K
Mercer Global Advisors Inc. 0.00% Reduce -17.0% 8,709 $950K
Probity Advisors, Inc. 0.20% Add +1.7% 8,695 $948K
Kestra Advisory Services, LLC 0.01% Reduce -14.1% 9,272 $940K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.8% 8,595 $938K
Rafferty Asset Management, LLC 0.00% Add +5.9% 8,524 $929K
Natixis 0.01% Reduce -24.5% 8,518 $929K
Numerai GP LLC 0.33% New 8,435 $920K
Achmea Investment Management B.V. 0.02% Add +18.1% 8,382 $914K
D.B. Root & Company, LLC 0.31% Add +5.8% 8,222 $897K
Quadrature Capital Ltd 0.01% Add +85.9% 8,187 $893K
Mizuho Securities USA LLC 0.02% New 8,188 $893K
Guidance Capital, Inc. 0.29% Add +13.0% 7,488 $883K
Axq Capital, LP 0.21% Add +47.2% 8,097 $883K
Bokf, NA 0.02% Reduce -1.7% 8,066 $880K
Kentucky Retirement Systems 0.03% Reduce -0.7% 8,001 $872K
Maryland State Retirement & Pension System 0.02% No change 7,902 $862K
Eads & Heald Wealth Management 0.41% Reduce -7.9% 7,880 $859K
Cullen Investment Group, LTD. 0.14% Add +0.8% 7,839 $855K
Advisors Asset Management, Inc. 0.02% Reduce -41.1% 7,784 $849K
MBB Public Markets I LLC 0.02% New 7,460 $813K
Williams Jones Wealth Management, LLC. 0.01% Reduce -7.6% 7,366 $803K
Atria Investments, Inc 0.01% New 7,139 $779K
Welch Group, LLC 0.04% Add +164.6% 7,073 $771K
Farmers & Merchants Investments Inc. 0.03% No change 7,073 $771K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +4.1% 7,019 $765K
Lido Advisors, LLC 0.01% Reduce -42.3% 6,965 $759K
Diversified Trust Co. 0.02% Add +4.4% 6,882 $750K
Round Hill Asset Management 0.47% Reduce -2.9% 6,801 $742K
Two Sigma Securities, LLC 0.04% Add +324.6% 6,798 $741K
Hartford Investment Management Co. 0.03% Reduce -1.2% 6,755 $737K
CI Investments Inc. 0.00% Add +22.4% 6,683 $729K
Riverwater Partners LLC 0.52% Reduce -1.4% 6,487 $707K
Crossmark Global Holdings, Inc. 0.01% Reduce -6.7% 6,486 $707K
CreativeOne Wealth, LLC 0.04% New 6,356 $693K
Ieq Capital, LLC 0.01% Reduce -4.3% 6,291 $686K
Dynasty Wealth Management, LLC 0.02% Add +37.6% 6,182 $674K
Humankind Investments LLC 0.18% New 6,158 $671K
Westhampton Capital, LLC 0.36% Add +2.9% 6,151 $671K
Gallagher Fiduciary Advisors, LLC 0.15% Add +17.1% 6,112 $667K
Securian Asset Management, Inc. 0.02% Reduce -1.6% 6,047 $659K
Louisiana State Employees Retirement System 0.01% Reduce -3.2% 6,000 $654K
Nisa Investment Advisors, LLC 0.00% Reduce -24.7% 5,936 $647K
Praxis Investment Management Inc. 0.04% No change 5,630 $647K
Greenfield Seitz Capital Management, LLC 0.23% Reduce -2.5% 5,773 $629K
Point72 Asia (Singapore) Pte. Ltd. 0.13% Add +1681.1% 5,753 $627K
Clean Yield Group 0.23% No change 5,730 $625K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -35.7% 5,690 $620K
Wealthspire Advisors, LLC 0.01% Reduce -14.8% 5,671 $618K
Perigon Wealth Management, LLC 0.02% Reduce -2.3% 5,665 $618K
Swiss Life Asset Management Ltd 0.01% Add +82.0% 5,568 $607K
O'shaughnessy Asset Management, LLC 0.01% Reduce -37.1% 5,560 $606K
Burney Co./ 0.02% Reduce -3.5% 5,538 $604K
Boston Trust Walden Corp 0.00% No change 5,530 $603K
M&G PLC 0.00% New 5,530 $603K
Grey Ledge Advisors, LLC 0.16% Add +0.4% 5,522 $602K
Fox Run Management, L.L.C. 0.11% Reduce -49.7% 5,522 $602K
Gen-Wealth Partners Inc 0.29% Add +24.4% 5,498 $599K
GTS Securities LLC 0.01% New 5,448 $594K
Independent Advisor Alliance 0.02% Add +14.5% 5,403 $589K
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.2% 5,389 $588K
Greenwich Wealth Management LLC 0.04% Reduce -1.2% 5,358 $584K
New Mexico Educational Retirement Board 0.02% No change 5,322 $580K
nVerses Capital, LLC 0.35% New 5,300 $578K
Mayflower Financial Advisors, LLC 0.09% Reduce -2.1% 5,284 $576K
First Trust Direct Indexing L.P. 0.04% Add +1.9% 5,273 $575K
Greenleaf Trust 0.01% Add +1.1% 5,271 $575K
NewEdge Advisors, LLC 0.00% Add +8.8% 5,253 $573K
Painted Porch Advisors LLC 0.32% Reduce -8.1% 5,227 $570K
Atria Wealth Solutions, Inc. 0.01% Add +8.9% 5,224 $570K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% No change 5,206 $568K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.2% 5,135 $560K
Blueshift Asset Management, LLC 0.19% New 5,104 $557K
Ballentine Partners, LLC 0.01% New 5,100 $556K
Allspring Global Investments Holdings, LLC 0.00% Reduce -83.2% 5,055 $551K
Burns J W & Co. Inc. 0.07% Reduce -19.1% 5,010 $546K
Mgo One Seven LLC 0.03% Add +16.0% 4,987 $544K
Wambolt & Associates, LLC 0.16% Add +2.8% 4,882 $539K
Rowlandmiller & Partners.adv 0.12% No change 4,944 $539K
QRG Capital Management, Inc. 0.01% Reduce -26.6% 4,926 $537K
Clearstead Advisors, LLC 0.01% Add +2.2% 4,804 $524K
Schechter Investment Advisors, LLC 0.04% Reduce -16.3% 4,782 $521K
Smith, Moore & Co. 0.05% Reduce -0.4% 4,752 $518K
PARK CIRCLE Co 0.50% No change 4,680 $510K
Prospera Financial Services Inc 0.01% Add +1.1% 4,634 $506K
Palisade Asset Management, LLC 0.05% Reduce -10.8% 4,610 $503K
Raymond James Trust N.A. 0.01% Add +20.2% 4,536 $495K
Rakuten Investment Management, Inc. 0.00% Add +58.3% 4,520 $491K
Kimelman & Baird, LLC 0.04% — 4,500 $491K
Parallel Advisors, LLC 0.01% Reduce -35.8% 4,484 $489K
DoubleLine ETF Adviser LP 0.13% Reduce -6.7% 4,476 $488K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -16.2% 4,476 $488K
Van Eck Associates Corp. 0.00% Add +2.7% 4,463 $487K
Acadian Asset Management LLC 0.00% Add +342.8% 4,468 $485K
CSS LLC 0.10% New 4,400 $480K
Kesler, Norman & Wride, LLC 0.10% Reduce -12.2% 4,390 $479K
Peapack Gladstone Financial Corp. 0.01% Reduce -10.0% 4,388 $478K
&partners 0.02% Add +15.3% 4,376 $477K
OneDigital Investment Advisors LLC 0.01% Add +0.6% 4,374 $477K
Stratos Wealth Partners, LTD. 0.01% Add +1.8% 4,351 $474K
CENTRAL TRUST Co 0.01% Reduce -80.1% 4,349 $474K
J.W. Cole Advisors, Inc. 0.02% Reduce -29.2% 4,327 $472K
Headinvest, LLC 0.09% No change 4,316 $471K
Sound Financial Strategies Group, LLC 0.41% Reduce -9.6% 4,311 $470K
Petrus Trust Company, LTA 0.04% Reduce -7.7% 4,219 $460K
Peddock Capital Advisors, LLC 0.12% Reduce -10.6% 4,214 $459K
South Dakota Investment Council 0.01% New 4,188 $457K
Catalyst Funds Management Pty Ltd 0.12% Add +412.5% 4,100 $447K
Alethea Capital Management, LLC 0.34% New 4,093 $446K
International Assets Investment Management, LLC 0.04% Add +54.9% 4,066 $443K
Group One Trading LLC 0.01% Add +752.4% 4,066 $443K
Brown Advisory Inc. 0.00% Reduce -28.1% 4,059 $443K
North Star Investment Management Corp. 0.03% Add +0.0% 4,034 $440K
Public Sector Pension Investment Board 0.00% Add +65.2% 4,018 $438K
SlateStone Wealth, LLC 0.05% Add +4.0% 3,990 $435K
Semanteon Capital Management, LP 0.31% New 3,983 $434K
HB Wealth Management, LLC 0.01% Add +27.8% 3,979 $434K
Money Concepts Capital Corp. 0.04% Reduce -0.4% 3,944 $430K
Forza Wealth Management, LLC 0.22% Reduce -4.8% 3,940 $430K
Caprock Group, LLC 0.02% Add +6.7% 3,934 $429K
Sigma Planning Corp 0.01% Reduce -41.3% 3,914 $427K
Ingalls & Snyder LLC 0.02% No change 3,858 $421K
First Hawaiian Bank 0.01% Reduce -0.6% 3,824 $417K
IFP Advisors, Inc 0.02% Add +8.3% 3,814 $416K
Aviva PLC 0.00% Reduce -0.3% 3,803 $415K
Mendel Money Management 0.19% Add +1.0% 3,791 $413K
Norinchukin Bank, The 0.01% Add +2.3% 3,724 $406K
OMERS ADMINISTRATION Corp 0.00% New 3,687 $402K
Beacon Pointe Advisors, LLC 0.00% Reduce -3.6% 3,668 $400K
Baker Ellis Asset Management LLC 0.06% Reduce -49.9% 3,660 $399K
CIBC Private Wealth Group LLC 0.00% Add +5.1% 3,630 $399K
Meeder Advisory Services, Inc. 0.03% Add +44.5% 3,654 $398K
Global X Japan Co., Ltd. 0.06% Add +13.1% 3,605 $393K
S.A. Mason LLC 0.22% Add +1.4% 3,585 $391K
Empirical Finance, LLC 0.02% Reduce -3.6% 3,560 $388K
Main Street Research LLC 0.03% No change 3,539 $386K
Aviance Capital Partners, LLC 0.05% Reduce -9.3% 3,527 $385K
Physicians Financial Services, Inc. 0.12% Reduce -3.3% 3,500 $382K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -83.6% 3,502 $382K
Schulhoff & Co. Inc. 0.17% Reduce -43.9% 3,477 $379K
Sonora Investment Management Group, LLC 0.03% No change 3,002 $378K
Buckingham Capital Management, Inc. 0.05% No change 3,460 $377K
Mutual Advisors, LLC 0.01% Add +47.0% 3,182 $376K
TD Private Client Wealth LLC 0.01% Reduce -6.7% 3,434 $374K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.15% Reduce -3.1% 3,144 $374K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -2.2% 3,425 $373K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -50.4% 3,417 $373K
Longfellow Investment Management Co. LLC 0.09% Add +0.7% 3,397 $370K
V-Square Quantitative Management LLC 0.06% Add +20.4% 3,388 $369K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 3,380 $369K
Modern Wealth Management, LLC 0.03% Add +5.2% 3,378 $368K
Armistice Capital, LLC 0.01% New 3,377 $368K
Cullen/Frost Bankers, Inc. 0.01% Add +75.5% 3,371 $368K
Vima LLC 0.81% Add +14.8% 3,347 $365K
Metis Global Partners, LLC 0.01% Reduce -1.7% 3,341 $364K
Wesbanco Bank Inc. 0.01% Reduce -3.2% 3,310 $361K
Simplex Trading, LLC 0.01% New 3,284 $358K
Harbour Investments, Inc. 0.01% Reduce -1.6% 3,224 $352K
Pitcairn Co. 0.02% Reduce -24.5% 3,208 $350K
Mission Creek Capital Partners, Inc. 0.09% Reduce -50.6% 3,126 $341K
Elevation Point Wealth Partners, LLC 0.03% Reduce -1.5% 3,109 $339K
Hyman Charles D 0.02% No change 3,099 $338K
Summit Financial, LLC 0.02% New 3,090 $337K
Fulton Bank, N.A. 0.01% Reduce -3.4% 3,070 $335K
Brave Asset Management Inc. 0.09% Reduce -10.2% 3,064 $334K
Commonwealth Financial Services, LLC 0.07% Reduce -8.3% 3,030 $333K
Private Capital Management, LLC 0.04% New 3,038 $331K
Avalon Trust Co 0.03% No change 3,000 $327K
Kanawha Capital Management LLC 0.03% Add +20.0% 3,000 $327K
Mather Group, Llc. 0.00% Add +8.4% 2,583 $325K
Bradley Foster & Sargent Inc. 0.01% Add +0.9% 2,944 $321K
Strategy Asset Managers LLC 0.07% New 2,170 $320K
Trustmark Bank Trust Department 0.03% Add +0.9% 2,916 $318K
CTC Alternative Strategies, Ltd. 0.13% New 2,900 $316K
ICW Investment Advisors LLC 0.14% Reduce -10.0% 2,898 $316K
Romano Brothers and Company 0.04% Reduce -6.5% 2,887 $315K
Integrated Wealth Concepts LLC 0.00% Reduce -0.6% 2,883 $314K
Jones Financial Companies LLLP 0.00% Add +271.1% 2,876 $314K
Bessemer Group Inc. 0.00% Reduce -10.6% 2,868 $313K
United Capital Financial Advisors, LLC 0.00% Add +56.2% 2,845 $310K
Kornitzer Capital Management Inc. 0.01% No change 2,775 $303K
Park National Corp. 0.01% Reduce -6.0% 2,740 $299K
Hilltop Holdings Inc. 0.03% No change 2,725 $297K
Coho Partners, Ltd. 0.01% Reduce -68.1% 2,714 $296K
Jmac Enterprises LLC 0.05% No change 2,700 $294K
Trust Co. of Vermont 0.02% Reduce -8.8% 2,680 $292K
Mitchell Sinkler & Starr 0.07% New 2,425 $292K
Banque Cantonale Vaudoise 0.01% Add +405.3% 2,678 $292K
Old National Bancorp 0.01% Add +2.1% 2,676 $292K
Plato Investment Management Ltd 0.03% No change 2,642 $288K
Central Valley Advisors, LLC 0.12% New 413 $287K
Signaturefd, LLC 0.01% Reduce -27.2% 2,607 $284K
GAMMA Investing LLC 0.04% Add +81.3% 2,567 $280K
Syon Capital LLC 0.03% No change 2,551 $278K
CHICAGO TRUST Co NA 0.06% Reduce -52.8% 2,546 $278K
Allworth Financial LP 0.00% Reduce -0.9% 2,347 $277K
Seven Eight Capital, LP 0.03% New 2,534 $276K
Synovus Financial Corp. 0.00% Add +3.1% 2,534 $276K
Smith Shellnut Wilson LLC 0.13% Reduce -2.1% 2,509 $274K
Valley Brook Capital Group, Inc. 0.21% Reduce -3.9% 2,484 $271K
SS&H Financial Advisors, Inc. 0.10% No change 2,450 $267K
Investment Management Corp of Ontario 0.01% Add +41.4% 2,393 $261K
Dearborn Partners LLC 0.01% Add +0.0% 2,391 $261K
Freestone Capital Holdings, LLC 0.01% Reduce -8.5% 2,390 $261K
Conestoga Capital Advisors, LLC 0.00% Reduce -26.5% 2,380 $260K
Valmark Advisers, Inc. 0.00% Reduce -39.5% 2,380 $260K
Trust Point Inc. 0.02% Reduce -48.0% 2,379 $259K
Trueblood Wealth Management, LLC 0.15% Reduce -20.4% 2,364 $258K
SouthState Bank Corp 0.02% No change 2,348 $256K
Kendall Capital Management 0.08% Reduce -15.9% 2,330 $254K
Wedgewood Investors Inc. 0.30% — 2,320 $253K
Marietta Investment Partners LLC 0.06% No change 2,320 $253K
Revisor Wealth Management LLC 0.18% Reduce -36.5% 2,317 $253K
Cadence Bank 0.02% No change 2,316 $253K
Hengehold Capital Management LLC 0.03% Reduce -42.3% 2,311 $252K
FreeGulliver LLC 0.17% Add +4.5% 2,300 $251K
Apollon Wealth Management, LLC 0.01% Reduce -10.4% 2,298 $251K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 2,289 $250K
Independent Solutions Wealth Management, LLC 0.06% Reduce -24.6% 2,281 $249K
Johnson Financial Group, Inc. 0.01% Add +719.4% 2,278 $248K
Truvestments Capital LLC 0.10% Reduce -5.9% 2,275 $248K
Tiaa Trust, National Association 0.00% Reduce -0.1% 2,268 $247K
First Financial Bank - Trust Division 0.02% Reduce -0.4% 2,259 $246K
Rossmore Private Capital 0.03% No change 2,250 $245K
Journey Advisory Group, LLC 0.03% Reduce -16.7% 2,234 $244K
Greylin Investment Management, Inc 0.04% New 2,231 $243K
Coastline Trust Co 0.03% No change 2,220 $242K
First Merchants Corp. 0.01% Reduce -26.5% 2,220 $242K
Kohmann Bosshard Financial Services, LLC 0.03% Add +7.4% 2,219 $242K
Choreo, LLC 0.00% New 2,188 $241K
Formidable Asset Management, LLC 0.04% Reduce -0.6% 2,209 $241K
Cornell Pochily Investment Advisors, Inc. 0.09% Reduce -5.7% 2,206 $241K
Integris Wealth Management, LLC 0.07% No change 2,200 $240K
Gratus Capital, LLC 0.01% Add +2.6% 2,167 $236K
Significant Wealth Partners LLC 0.13% New 2,150 $234K
Colonial Trust Advisors 0.02% Reduce -0.1% 2,150 $234K
Davis R M Inc. 0.00% Reduce -9.1% 2,130 $232K
Moneta Group Investment Advisors LLC 0.00% Reduce -2.0% 2,123 $231K
Letson Investment Management, Inc. 0.10% No change 2,120 $231K
Roberts Glore & Co. Inc. 0.07% Add +1.0% 2,113 $230K
First National Trust Co 0.01% Add +1.2% 2,102 $229K
Mechanics Financial Corp 0.12% No change 2,100 $229K
Cary Street Partners Investment Advisory LLC 0.01% Add +12.3% 2,097 $229K
Atlas Wealth LLC 0.04% No change 2,079 $227K
SageView Advisory Group, LLC 0.01% New 2,077 $226K
Forum Financial Management, LP 0.00% No change 2,063 $225K
Townsquare Capital LLC 0.00% New 2,060 $225K
KFG Wealth Management, LLC 0.09% Add +10.8% 2,050 $224K
StoneX Group Inc. 0.02% Reduce -11.3% 2,040 $222K
Bristlecone Advisors, LLC 0.02% Reduce -5.3% 2,019 $220K
Borer Denton & Associates, Inc. 0.08% No change 2,000 $218K
Northeast Financial Consultants Inc 0.01% No change 2,000 $218K
Rathbones Group PLC 0.00% No change 2,000 $218K
Regions Financial Corp. 0.00% Reduce -0.5% 1,998 $218K
Pinnacle Financial Partners Inc 0.00% Add +3.9% 1,976 $215K
PFG Investments, LLC 0.02% Add +5.9% 1,959 $214K
Morningstar Investment Management LLC 0.02% No change 1,934 $211K
Symmetry Partners, LLC 0.01% No change 1,933 $211K
Everhart Financial Group, Inc. 0.05% Add +19.6% 1,934 $211K
Empowered Funds, LLC 0.00% Reduce -14.9% 1,919 $209K
Congress Asset Management Co. 0.00% No change 1,918 $209K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -14.1% 1,916 $209K
Jentner Corp 0.07% Add +0.8% 1,907 $208K
Twinbeech Capital LP 0.00% Reduce -87.0% 1,899 $207K
Summit Trail Advisors, LLC 0.01% New 1,876 $205K
Systematic Portfolios LLC 1.42% New 1,866 $203K
Guyasuta Investment Advisors Inc. 0.01% No change 1,603 $203K
Axxcess Wealth Management, LLC 0.01% Reduce -45.6% 1,850 $202K
Gleason Group, Inc. 0.04% Add +2.3% 1,847 $201K
Schmidt P J Investment Management Inc. 0.04% Reduce -8.0% 1,841 $201K
Credit Capital Investments LLC 0.25% New 1,839 $201K
Quadrant Capital Group LLC 0.01% Reduce -26.1% 1,797 $196K
Walleye Trading LLC 0.00% Reduce -88.7% 1,783 $194K
Atlas Capital Advisors Inc. 0.03% Add +2516.2% 1,779 $194K
Delta Asset Management LLC 0.02% Reduce -0.2% 1,778 $194K
Ossiam 0.00% Reduce -65.0% 1,652 $180K
Sachetta, LLC 0.08% Reduce -13.8% 1,505 $179K
Horizon Investments, LLC 0.00% Add +1.0% 1,630 $178K
Farther Finance Advisors, LLC 0.01% Add +6.1% 1,596 $176K
Adirondack Trust Co. 0.07% No change 1,587 $173K
UMB Bank, n.a. 0.00% Reduce -8.3% 1,552 $169K
Private Trust Co. NA 0.02% Add +8.3% 1,537 $168K
Central Pacific Bank - Trust Division 0.02% Reduce -40.0% 1,500 $164K
Smithfield Trust Co 0.01% No change 1,489 $163K
Centaurus Financial, Inc. 0.01% Reduce -1.1% 1,473 $161K
GPS Wealth Strategies Group, LLC 0.02% Reduce -6.4% 1,460 $159K
Brown, Lisle/Cummings, Inc. 0.05% New 1,458 $159K
HBW Advisory Services LLC 0.02% Reduce -10.2% 1,370 $149K
Sit Investment Associates Inc. 0.00% Reduce -7.8% 1,310 $143K
Westpac Banking Corp. 0.01% No change 1,205 $131K
Hazlett, Burt & Watson, Inc. 0.07% Add +492.6% 1,203 $131K
Sound Income Strategies, LLC 0.01% Add +51.5% 1,080 $118K
Blue Trust, Inc. 0.00% Add +25.9% 930 $117K
McIlrath & Eck, LLC 0.02% Add +0.1% 1,025 $112K
Knuff & Co LLC 0.04% No change 1,001 $109K
Geneos Wealth Management Inc. 0.00% Add +31.8% 986 $108K
Smartleaf Asset Management LLC 0.02% Add +53.4% 982 $107K
Whittier Trust Co. 0.00% No change 967 $105K
Manchester Capital Management LLC 0.01% Add +0.3% 929 $101K
AlphaMark Advisors, LLC 0.03% No change 908 $99K
JTC Employer Solutions Trustee Ltd 0.01% No change 860 $94K
First Horizon Advisors, Inc. 0.00% Add +7.1% 848 $92K
Avior Wealth Management, LLC 0.00% Add +39.9% 834 $91K
Pittenger & Anderson Inc. 0.00% No change 800 $87K
Oliver Lagore Vanvalin Investment Group 0.02% Add +47.1% 781 $85K
Caldwell Trust Co 0.01% Reduce -8.9% 778 $85K
Family Firm, Inc. 0.02% New 741 $81K
Headlands Technologies LLC 0.01% Reduce -82.1% 718 $78K
Stone House Investment Management, LLC 0.02% Reduce -9.8% 712 $78K
Bank of New Hampshire 0.02% Reduce -4.1% 705 $77K
Chris Bulman Inc 0.05% — 700 $76K
Pinnacle Bancorp, Inc. 0.02% Add +3.8% 692 $75K
Rosenberg Matthew Hamilton 0.02% No change 663 $73K
Parkside Financial Bank & Trust 0.01% Add +26.4% 665 $73K
Citizens National Bank Trust Department 0.02% No change 664 $72K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -32.5% 606 $66K
Global Retirement Partners, LLC 0.00% Add +1.5% 598 $65K
Transamerica Financial Advisors, LLC 0.01% No change 571 $63K
Barrett & Company, Inc. 0.03% Reduce -4.7% 563 $61K
Salem Investment Counselors Inc. 0.00% No change 560 $61K
Criterion Capital Advisors, LLC 0.04% No change 540 $59K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 493 $58K
Sentry Investment Management LLC 0.02% New 495 $54K
JNBA Financial Advisors 0.01% No change 486 $53K
Principal Securities, Inc. 0.00% Add +2.5% 486 $53K
Lindbrook Capital, LLC 0.00% Add +75.3% 482 $53K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.2% 415 $50K
Global Financial Private Client, LLC 0.02% No change 454 $50K
Coppell Advisory Solutions LLC 0.01% — 447 $49K
St Germain D J Co. Inc. 0.00% No change 447 $49K
First Financial Corp. 0.02% No change 443 $48K
GW&K Investment Management, LLC 0.00% Add +11.1% 430 $47K
Brown Brothers Harriman & Co. 0.00% Reduce -44.7% 430 $47K
Financial Freedom, LLC 0.03% Add +0.2% 427 $47K
AlphaQuest LLC 0.01% Add +2347.1% 416 $45K
Ransom Advisory, Ltd 0.02% No change 400 $44K
Perkins Coie Trust Co 0.01% No change 392 $43K
Colonial Trust Co / SC 0.01% Add +72.4% 388 $42K
Rothschild Investment LLC 0.00% Add +22.4% 382 $42K
Legend Financial Advisors, Inc. 0.03% New 366 $40K
Ritter Daniher Financial Advisory LLC / DE 0.01% Reduce -1.6% 365 $40K
Concourse Financial Group Securities, Inc. 0.00% Add +5.3% 359 $39K
Monetary Management Group Inc. 0.01% No change 350 $38K
Key Financial Inc 0.01% No change 329 $36K
Quarry LP 0.02% Add +212.6% 322 $35K
Arax Advisory Partners 0.00% Add +484.6% 304 $33K
EverSource Wealth Advisors, LLC 0.00% Reduce -27.1% 274 $32K
Cypress Capital, LLC 0.01% New 284 $31K
Investors Research Corp 0.01% No change 282 $31K
Harbor Investment Advisory, LLC 0.00% Add +0.4% 274 $30K
Valley National Advisers Inc. 0.00% Reduce -6.8% 274 $29K
Baron Capital (BAMCO) 0.00% No change 251 $27K
Ulland Investment Advisors, LLC 0.02% Add +1.2% 247 $27K
Studio Investment Management LLC 0.01% New 235 $26K
Tompkins Financial Corp. 0.00% No change 235 $26K
Sunbelt Securities, Inc. 0.00% Add +0.9% 219 $24K
Archer Investment Corp 0.01% Add +93.8% 219 $24K
SIMA Wealth Partners, LLC 0.02% — 215 $23K
HM Payson & Co. 0.00% Add +5.0% 210 $23K
MCF Advisors LLC 0.00% No change 205 $22K
Duncker Streett & Co. Inc. 0.00% No change 202 $22K
Advantage Trust Co 0.02% No change 200 $22K
Dagco, Inc. 0.01% No change 200 $22K
Estabrook Capital Management 0.00% No change 200 $22K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 197 $21K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 185 $20K
Lanark Financial, Inc. 0.00% Reduce -0.5% 187 $20K
CVA Family Office, LLC 0.00% Add +1730.0% 183 $20K
Old Second National Bank of Aurora 0.01% Reduce -10.9% 180 $20K
Plante Moran Financial Advisors, LLC 0.00% Add +17.2% 177 $19K
CBIZ Investment Advisory Services, LLC 0.00% No change 173 $19K
Glen Eagle Advisors, LLC 0.00% Add +0.6% 166 $18K
Dunhill Financial, LLC 0.01% Add +1850.0% 156 $17K
DT Investment Partners, LLC 0.00% No change 153 $17K
Cromwell Holdings LLC 0.01% — 151 $16K
Addison Advisors LLC 0.01% Reduce -55.1% 150 $16K
Core Alternative Capital 0.00% No change 150 $16K
Leonteq Securities AG 0.00% New 134 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 133 $15K
Chelsea Counsel Co. 0.01% No change 130 $14K
Ashton Thomas Private Wealth, LLC 0.00% New 130 $14K
Quent Capital, LLC 0.00% Add +658.8% 129 $14K
Emfo, LLC 0.01% No change 128 $14K
Piscataqua Savings Bank 0.01% No change 125 $14K
Richard W. Paul & Associates, LLC 0.01% No change 125 $14K
Assetmark, Inc. 0.00% No change 125 $14K
NFSG Corp 0.01% Add +1.6% 125 $14K
Atticus Wealth Management, LLC 0.00% No change 124 $14K
Great Lakes Retirement, Inc. 0.00% New 123 $13K
MV Capital Management, Inc. 0.00% Add +7.3% 118 $13K
Tortoise Investment Management, LLC 0.00% Reduce -30.1% 116 $13K
Caldwell Sutter Capital, Inc. 0.01% Add +130.0% 115 $13K
True Wealth Design, LLC 0.00% No change 113 $12K
New England Capital Financial Advisors LLC 0.01% Add +0.9% 112 $12K
Syntax Research, Inc. 0.01% No change 112 $12K
Covestor Ltd 0.01% Reduce -89.9% 106 $12K
Salomon & Ludwin, LLC 0.00% Reduce -26.0% 108 $12K
Sittner & Nelson, LLC 0.01% No change 107 $12K
Wolff Wiese Magana LLC 0.01% No change 105 $11K
Planning Capital Management Corp 0.01% No change 105 $11K
Bangor Savings Bank 0.00% No change 104 $11K
Naples Money Management LLC 0.01% No change 100 $11K
Birch Capital Management, LLC 0.01% No change 100 $11K
EnRich Financial Partners LLC 0.00% No change 100 $11K
Laurel Wealth Advisors LLC 0.00% No change 100 $11K
Center for Financial Planning, Inc. 0.00% Reduce -16.0% 100 $11K
Innealta Capital, LLC 0.00% New 98 $11K
JFS Wealth Advisors, LLC 0.00% Reduce -1.1% 94 $10K
Nemes Rush Group LLC 0.00% No change 92 $10K
Front Row Advisors LLC 0.00% Reduce -10.9% 90 $10K
Peregrine Capital Management LLC 0.00% No change 90 $10K
Cassady Schiller Wealth Management, LLC 0.00% No change 90 $10K
Raleigh Capital Management Inc. 0.00% Add +710.0% 81 $9K
Tyler-Stone Wealth Management 0.00% No change 80 $9K
Bray Capital Advisors 0.00% Reduce -11.1% 80 $9K
First Pacific Financial 0.00% Add +61.2% 79 $9K
Bellevue Asset Management, LLC 0.00% No change 75 $8K
Independence Bank of Kentucky 0.00% New 75 $8K
Exchange Traded Concepts, LLC 0.00% Add +37.3% 70 $8K
Spire Wealth Management 0.00% Reduce -90.4% 69 $8K
Zions Bancorporation, N.A. 0.00% Reduce -22.4% 66 $7K
Janiczek Wealth Management, LLC 0.00% Reduce -66.8% 65 $7K
Capital Advisors, Ltd. LLC 0.00% Add +93.5% 60 $7K
Transcendent Capital Group LLC 0.00% No change 63 $7K
Ruedi Wealth Management, Inc. 0.00% No change 63 $7K
Redwood Wealth Management Group, LLC 0.01% New 61 $7K
Princeton Global Asset Management LLC 0.00% New 59 $6K
Bell Investment Advisors, Inc 0.00% No change 58 $6K
ORG Partners LLC 0.00% Add +40.0% 56 $6K
Financial Avengers, Inc. 0.00% Add +1.9% 54 $6K
Armstrong Advisory Group, Inc. 0.00% No change 53 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 52 $6K
Lynx Investment Advisory 0.00% — 50 $5K
Steph & Co. 0.00% No change 49 $5K
FinTrust Capital Advisors, LLC 0.00% Add +15.0% 46 $5K
AdvisorNet Financial, Inc 0.00% New 46 $5K
Coston, McIsaac & Partners 0.00% Reduce -2.1% 46 $5K
Anfield Capital Management, LLC 0.00% New 43 $5K
Creekmur Asset Management LLC 0.00% New 42 $5K
WR Wealth Planners, LLC 0.00% No change 40 $4K
Montag A & Associates Inc. 0.00% No change 39 $4K
Community Bank, N.A. 0.00% No change 38 $4K
Benjamin Edwards Inc. 0.00% No change 35 $4K
Bruce G. Allen Investments, LLC 0.00% Reduce -53.9% 36 $4K
City State Bank 0.00% Reduce -25.0% 36 $4K
Raffa Wealth Management, LLC 0.00% No change 34 $4K
Beacon Capital Management, LLC 0.00% No change 32 $3K
Camelot Portfolios, LLC 0.00% New 32 $3K
Vermillion & White Wealth Management Group, LLC 0.00% No change 31 $3K
Heritage Wealth Advisors 0.00% No change 30 $3K
Sandy Spring Bank 0.00% No change 29 $3K
Main Street Group, LTD 0.00% No change 27 $3K
Fortis Group Advisors, LLC 0.00% No change 26 $3K
Continuum Advisory, LLC 0.00% Reduce -26.5% 25 $3K
Private Wealth Management Group, LLC 0.00% Reduce -7.4% 25 $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 $2K
Tradewinds Capital Management, LLC 0.00% New 22 $2K
Winch Advisory Services, LLC 0.00% No change 20 $2K
TD Waterhouse Canada Inc. 0.00% No change 20 $2K
Larson Financial Group LLC 0.00% New 20 $2K
Cherry Tree Wealth Management, LLC 0.00% New 20 $2K
Private Ocean, LLC 0.00% Add +17.6% 20 $2K
Edmond DE Rothschild Holding S.A. 0.00% No change 20 $2K
Fortitude Family Office, LLC 0.00% No change 19 $2K
Venturi Wealth Management, LLC 0.00% Reduce -93.9% 17 $2K
RFP Financial Group LLC 0.00% Reduce -61.5% 15 $2K
Iron Horse Wealth Management, LLC 0.00% No change 13 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +18.2% 13 $1K
Cornerstone Planning Group LLC 0.00% Reduce -20.0% 12 $1K
Valued Wealth Advisors LLC 0.00% No change 12 $1K
Kiely Wealth Advisory Group, Inc. 0.00% No change 11 $1K
Northwest Capital Management Inc 0.00% No change 12 $1K
Boyd Watterson Asset Management LLC 0.00% No change 12 $1K
Gilliland Jeter Wealth Management LLC 0.00% No change 12 $1K
Institutional & Family Asset Management, LLC 0.00% New 12 $1K
Carmichael Hill & Associates, Inc. 0.00% No change 11 $1K
Versant Capital Management, Inc 0.00% Reduce -26.7% 11 $1K
Abound Wealth Management 0.00% No change 10 $1K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 10 $1K
Strengthening Families & Communities, LLC 0.00% New 5 $1K
Tsfg, LLC 0.00% No change 7 $1K
Penserra Capital Management LLC 0.00% Add +100.0% 6 $1K
TFC Financial Management, Inc. 0.00% Reduce -10.0% 9 $982
Financial Network Wealth Advisors LLC 0.00% New 9 $981
Tucker Asset Management LLC 0.00% No change 9 $981
SJS Investment Consulting Inc. 0.00% No change 7 $764
Chilton Capital Management LLC 0.00% New 7 $764
Fairway Wealth LLC 0.00% New 7 $763
West Paces Advisors Inc. 0.00% New 7 $763
Prestige Wealth Management Group LLC 0.00% Reduce -80.0% 6 $655
Unique Wealth Strategies, LLC 0.00% New 5 $629
ClariVest Asset Management LLC 0.00% New 5 $543
Frazier Financial Advisors, LLC 0.00% No change 4 $437
Carolinas Wealth Consulting LLC 0.00% No change 4 $437
Bfsg, LLC 0.00% No change 3 $296
Financial Perspectives, Inc 0.00% No change 2 $218
Hollencrest Capital Management 0.00% No change 2 $218
Oakworth Capital, Inc. 0.00% No change 2 $218
SOA Wealth Advisors, LLC. 0.00% No change 1 $119
TD Capital Management LLC 0.00% No change 1 $112
WestEnd Advisors, LLC 0.00% No change 1 $109
FNY Investment Advisers, LLC 0.00% No change 1 $0
Avion Wealth 0.00% No change 5 $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.