The JM SmuckerSJM
13F holders, Q3 2024 (September 30)845holders −7
82new positions
87sold out
11famous investors
$121.05avg. 13F price*
At the end of Q3 2024, 845 institutions reported holding The JM Smucker Co. (SJM) in their 13F filings, down 7 from Q2 2024. 82 opened new positions and 87 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock, Inc. ($997.1M) and State Street Corp. ($861.1M). 11 famous investors held it, including John W. Rogers Jr. (2.0% of Ariel Investments's portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).
- Company
- The JM Smucker Co.
- Filed as
- SMUCKER J M CO (Q3 2024)
- Sector
- Consumer Staples
- CUSIP
- 832696405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $159.2M |
| Exits | 87 | $167.8M |
All 13F filers, Q2 2024 → Q3 2024: 6,868,237 shares bought and 7,512,433 shares sold, net −644,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 845 holders
| Vanguard Group Inc. | 0.03% | Add +1.6% | 13,214,400 | $1.6B |
| BlackRock, Inc. | 0.02% | — | 8,233,482 | $997.1M |
| State Street Corp. | 0.04% | Add +12.0% | 7,111,023 | $861.1M |
| Boston Partners | 0.49% | Add +10.4% | 3,417,673 | $413.7M |
| FMR LLC | 0.02% | Add +40.0% | 3,353,996 | $406.2M |
| Geode Capital Management, LLC | 0.02% | Reduce -4.3% | 2,551,721 | $308.0M |
| Invesco Ltd. | 0.05% | Add +33.8% | 1,996,145 | $241.7M |
| Dimensional Fund Advisors LP | 0.06% | Add +10.8% | 1,975,259 | $239.2M |
| Ariel Investments | 2.02% | Add +20.4% | 1,631,285 | $197.5M |
| ProShare Advisors LLC | 0.46% | Add +0.8% | 1,537,739 | $186.2M |
| Morgan Stanley | 0.01% | Reduce -9.2% | 1,531,254 | $185.4M |
| Champlain Investment Partners, LLC | 1.04% | Reduce -2.7% | 1,416,615 | $171.6M |
| Nordea Investment Management AB | 0.16% | Add +0.5% | 1,169,154 | $141.6M |
| Norges Bank | 0.02% | Reduce -0.1% | 1,155,261 | $139.9M |
| Ameriprise Financial Inc. | 0.04% | Reduce -0.3% | 1,143,327 | $138.8M |
| Citadel Advisors | 0.14% | Reduce -19.6% | 1,060,794 | $128.5M |
| Northern Trust Corp. | 0.02% | Reduce -2.8% | 1,028,658 | $124.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 990,632 | $120.0M |
| Deutsche Bank AG | 0.05% | Reduce -1.0% | 960,490 | $116.3M |
| Bank of New York Mellon Corp | 0.02% | Add +0.1% | 859,577 | $104.1M |
| Bank of America Corp. | 0.01% | Add +4.5% | 811,978 | $98.3M |
| First Trust Advisors LP | 0.09% | Add +50.0% | 786,200 | $95.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -13.0% | 777,863 | $94.2M |
| Legal & General Group Plc | 0.02% | Reduce -7.6% | 752,148 | $91.1M |
| Bank of Montreal | 0.04% | Reduce -9.0% | 732,344 | $88.7M |
| JPMorgan Chase & Co. | 0.01% | Add +4.7% | 703,971 | $85.3M |
| Tandem Investment Advisors, Inc. | 3.06% | Reduce -3.1% | 667,731 | $80.9M |
| Two Sigma Investments, LP | 0.19% | Reduce -29.2% | 667,194 | $80.8M |
| Two Sigma Advisers, LP | 0.17% | Add +8.0% | 610,692 | $74.0M |
| Thrivent Financial for Lutherans | 0.13% | Add +891.3% | 579,903 | $70.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -26.0% | 538,452 | $65.2M |
| Junto Capital Management LP | 1.38% | New | 505,876 | $61.3M |
| Staley Capital Advisers Inc. | 2.70% | Reduce -0.2% | 498,175 | $60.3M |
| FIL Ltd | 0.05% | Add +324.3% | 492,500 | $59.6M |
| California Public Employees Retirement System | 0.04% | Reduce -4.5% | 486,073 | $58.9M |
| Wells Fargo & Company | 0.01% | Reduce -1.6% | 474,665 | $57.5M |
| Point72 Asset Management | 0.18% | Reduce -51.0% | 427,699 | $51.8M |
| AMF Tjanstepension AB | 0.37% | No change | 425,048 | $51.5M |
| Candlestick Capital Management LP | 2.08% | New | 419,121 | $50.8M |
| Vest Financial, LLC | 0.97% | Add +10.3% | 413,812 | $50.1M |
| Amundi | 0.02% | Reduce -58.5% | 420,904 | $49.2M |
| Renaissance Technologies | 0.06% | Reduce -19.4% | 345,613 | $41.9M |
| ExodusPoint Capital Management, LP | 0.43% | Add +18.9% | 342,520 | $41.5M |
| Nomura Asset Management Co. Ltd. | 0.13% | Add +5.8% | 336,159 | $40.7M |
| Swiss National Bank | 0.02% | Add +0.5% | 315,865 | $38.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +1.3% | 313,042 | $37.9M |
| Barclays PLC | 0.02% | Add +19.1% | 309,223 | $37.4M |
| TD Asset Management Inc | 0.03% | Reduce -4.7% | 307,606 | $37.3M |
| AQR Capital Management | 0.05% | Reduce -29.7% | 303,364 | $36.7M |
| Voloridge Investment Management, LLC | 0.13% | Reduce -45.4% | 286,756 | $34.7M |
| UBS Group AG | 0.01% | Add +24.5% | 271,172 | $32.8M |
| Raymond James & Associates | 0.02% | Add +7.8% | 259,394 | $31.4M |
| Douglas Lane & Associates, LLC | 0.42% | Add +3.0% | 254,336 | $30.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -2.3% | 231,164 | $28.0M |
| Advisors Capital Management, LLC | 0.46% | Add +2.6% | 230,635 | $27.9M |
| Rhumbline Advisers | 0.02% | Reduce -2.0% | 201,462 | $24.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Reduce -1.5% | 199,779 | $24.2M |
| Cwm, LLC | 0.10% | Add +0.0% | 198,630 | $24.1M |
| Worldquant Millennium Advisors LLC | 0.17% | Add +7.7% | 196,416 | $23.8M |
| California State Teachers Retirement System | 0.03% | Add +2.7% | 193,796 | $23.5M |
| Verition Fund Management LLC | 0.16% | Add +35.7% | 176,348 | $21.4M |
| HSBC Holdings PLC | 0.01% | Reduce -5.2% | 170,432 | $20.6M |
| Stifel Financial Corp. | 0.02% | Add +14.3% | 169,461 | $20.5M |
| Lighthouse Investment Partners, LLC | 1.10% | Add +12.1% | 168,770 | $20.4M |
| GAMCO Investors | 0.20% | Add +0.9% | 162,266 | $19.7M |
| Lazard Asset Management LLC | 0.03% | Reduce -19.8% | 160,011 | $19.4M |
| Millennium Management | 0.02% | Reduce -86.9% | 157,533 | $19.1M |
| Victory Capital Management Inc. | 0.02% | Add +281.1% | 152,112 | $18.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.5% | 149,548 | $18.1M |
| Assenagon Asset Management S.A. | 0.04% | Reduce -8.8% | 145,881 | $17.7M |
| Aquatic Capital Management LLC | 0.46% | Reduce -14.1% | 145,362 | $17.6M |
| Marshall Wace, LLP | 0.02% | Add +105.5% | 143,816 | $17.4M |
| Royal Bank of Canada | 0.00% | Reduce -7.7% | 143,662 | $17.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -2.1% | 140,220 | $17.0M |
| Gabelli Funds LLC | 0.12% | Reduce -0.1% | 137,850 | $16.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.2% | 136,671 | $16.6M |
| Principal Financial Group Inc. | 0.01% | Add +4.5% | 135,465 | $16.4M |
| Swedbank AB | 0.02% | Add +2.2% | 130,460 | $15.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -33.0% | 127,731 | $15.5M |
| Janney Montgomery Scott LLC | 0.04% | Add +10.7% | 124,280 | $15.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.02% | Add +0.6% | 123,382 | $14.9M |
| Citigroup Inc. | 0.01% | Reduce -11.5% | 122,509 | $14.8M |
| Allianz Asset Management GmbH | 0.02% | Reduce -11.3% | 122,505 | $14.8M |
| Storebrand Asset Management As | 0.05% | Reduce -0.7% | 119,007 | $14.4M |
| Tudor Investment Corporation | 0.15% | Add +16.8% | 114,041 | $13.8M |
| Speece Thorson Capital Group Inc. | 2.54% | Reduce -0.3% | 113,602 | $13.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +4.0% | 109,681 | $13.3M |
| APG Asset Management N.V. | 0.08% | Reduce -49.4% | 116,337 | $12.6M |
| Cerity Partners LLC | 0.03% | Add +6.3% | 102,853 | $12.5M |
| Sei Investments Co. | 0.02% | Reduce -2.6% | 102,120 | $12.4M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -35.4% | 101,350 | $12.3M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -1.5% | 100,327 | $12.1M |
| Bridgewater Associates | 0.07% | Reduce -48.7% | 97,318 | $11.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.7% | 96,444 | $11.7M |
| LPL Financial LLC | 0.01% | Reduce -10.5% | 94,081 | $11.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -11.8% | 90,836 | $11.0M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 89,481 | $10.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.1% | 89,174 | $10.8M |
| Meiji Yasuda Asset Management Co Ltd. | 0.39% | Reduce -3.4% | 85,511 | $10.4M |
| Cresset Asset Management, LLC | 0.04% | Add +11.5% | 84,587 | $10.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +21.8% | 84,462 | $10.2M |
| Tobam | 1.83% | Reduce -27.5% | 82,867 | $10.0M |
| AXA S.A. | 0.03% | Reduce -0.7% | 81,981 | $9.9M |
| Danske Bank A/S | 0.03% | Reduce -3.1% | 81,702 | $9.9M |
| Blair William & Co. | 0.03% | Reduce -1.6% | 80,349 | $9.7M |
| Illinois Municipal Retirement Fund | 0.13% | Add +5.5% | 74,101 | $9.0M |
| Cornerstone Capital, Inc. | 0.83% | Reduce -2.8% | 73,640 | $8.9M |
| Kingsview Wealth Management, LLC | 0.19% | New | 73,215 | $8.9M |
| State of Wisconsin Investment Board | 0.02% | Add +4.5% | 71,937 | $8.7M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -2.0% | 71,919 | $8.7M |
| Treasurer of the State of North Carolina | 0.03% | Add +1.1% | 70,598 | $8.5M |
| Prudential Financial Inc. | 0.01% | Reduce -29.3% | 68,236 | $8.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -53.8% | 67,975 | $8.2M |
| Yousif Capital Management, LLC | 0.09% | Add +2.0% | 66,435 | $8.0M |
| Sage Capital Advisors,llc | 2.09% | Add +0.8% | 66,220 | $8.0M |
| Vontobel Holding Ltd. | 0.03% | Add +30.2% | 64,199 | $7.8M |
| Visionary Wealth Advisors | 0.44% | Add +11.5% | 59,772 | $7.2M |
| Crestline Management, L.P. | 0.41% | Reduce -11.5% | 59,521 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.6% | 59,191 | $7.2M |
| Daymark Wealth Partners, LLC | 0.30% | Add +13.3% | 58,667 | $7.1M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -1.6% | 58,096 | $7.0M |
| Gotham Asset Management | 0.07% | Add +30.2% | 57,297 | $6.9M |
| Captrust Financial Advisors | 0.02% | Add +0.5% | 57,006 | $6.9M |
| Westwood Holdings Group Inc. | 0.05% | No change | 56,816 | $6.9M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -5.0% | 56,267 | $6.8M |
| Goelzer Investment Management, Inc. | 0.37% | Reduce -1.5% | 55,885 | $6.8M |
| Reik & Co., LLC | 1.60% | Reduce -1.3% | 55,462 | $6.7M |
| Korea Investment CORP | 0.02% | Reduce -54.4% | 55,363 | $6.7M |
| Royal London Asset Management Ltd. | 0.02% | No change | 54,379 | $6.6M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +6.6% | 53,382 | $6.5M |
| Corient Private Wealth LP | 0.01% | Reduce -7.2% | 52,360 | $6.3M |
| HRT Financial LP | 0.03% | Add +93.8% | 51,095 | $6.2M |
| M&T Bank Corp | 0.02% | Reduce -4.5% | 51,044 | $6.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | No change | 51,029 | $6.2M |
| Mizuho Markets Americas LLC | 0.15% | Reduce -5.6% | 49,846 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -28.5% | 49,784 | $6.0M |
| Commerzbank Aktiengesellschaft | 0.15% | Add +52.1% | 47,861 | $5.8M |
| Handelsbanken Fonder AB | 0.02% | Reduce -5.9% | 47,172 | $5.7M |
| National Bank of Canada | 0.01% | Add +0.7% | 45,550 | $5.5M |
| Toronto Dominion Bank | 0.01% | Reduce -13.6% | 44,757 | $5.4M |
| Parthenon LLC | 0.64% | Reduce -0.1% | 44,537 | $5.4M |
| Te Ahumairangi Investment Management Ltd | 0.94% | Reduce -0.8% | 43,921 | $5.3M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -33.8% | 43,158 | $5.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -22.0% | 42,460 | $5.1M |
| Intact Investment Management Inc. | 0.17% | Add +8.4% | 42,400 | $5.1M |
| Mn Services Vermogensbeheer B.V. | 0.04% | No change | 41,884 | $5.1M |
| GHP Investment Advisors, Inc. | 0.23% | Add +3.4% | 41,519 | $5.0M |
| Intech Investment Management LLC | 0.06% | Add +18.5% | 41,490 | $5.0M |
| US Bancorp \de | 0.01% | Add +1.4% | 41,171 | $5.0M |
| Holocene Advisors, LP | 0.02% | New | 40,837 | $4.9M |
| Calydon Capital | 0.80% | Reduce -22.4% | 40,536 | $4.9M |
| Aberdeen Group plc | 0.01% | Reduce -0.2% | 39,973 | $4.8M |
| McDonald Partners LLC | 1.20% | Reduce -3.9% | 39,724 | $4.8M |
| Trajan Wealth LLC | 0.28% | Add +11.8% | 39,035 | $4.7M |
| Hudson Edge Investment Partners Inc. | 0.87% | Reduce -1.5% | 38,846 | $4.7M |
| Adams Asset Advisors, LLC | 0.63% | No change | 38,688 | $4.7M |
| Rodgers Brothers Inc. | 0.59% | Reduce -1.8% | 38,537 | $4.7M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -1.1% | 38,500 | $4.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.8% | 38,343 | $4.6M |
| Creative Planning | 0.00% | Reduce -24.1% | 38,342 | $4.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -1.3% | 38,160 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.1% | 37,882 | $4.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -4.7% | 37,481 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Add +608.5% | 37,220 | $4.5M |
| Hudson Bay Capital Management LP | 0.04% | New | 37,010 | $4.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | — | 36,777 | $4.5M |
| Cibc World Markets Corp. | 0.03% | Add +20.5% | 36,293 | $4.4M |
| Ethic Inc. | 0.11% | Reduce -2.3% | 34,822 | $4.4M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -1.1% | 35,858 | $4.3M |
| D.A. Davidson & Co. | 0.04% | Add +2.7% | 35,404 | $4.3M |
| State of Michigan Retirement System | 0.02% | Reduce -0.3% | 33,461 | $4.1M |
| Franklin Resources Inc. | 0.00% | Reduce -3.1% | 33,828 | $4.0M |
| Keybank National Association | 0.02% | Reduce -0.9% | 32,854 | $4.0M |
| Quantinno Capital Management LP | 0.05% | Add +126.4% | 32,534 | $3.9M |
| Voya Investment Management LLC | 0.00% | Reduce -6.7% | 32,504 | $3.9M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +33.6% | 32,604 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.3% | 31,476 | $3.8M |
| Man Group plc | 0.01% | Reduce -56.2% | 30,544 | $3.7M |
| Forsta Ap-Fonden | 0.03% | Add +39.3% | 30,500 | $3.7M |
| Arizona State Retirement System | 0.02% | Add +4.5% | 30,494 | $3.7M |
| Silver Lake Advisory, LLC | 0.80% | Reduce -3.8% | 29,621 | $3.6M |
| Toth Financial Advisory Corp. | 0.42% | Add +11.7% | 29,351 | $3.6M |
| Hourglass Capital, LLC | 0.97% | Add +10.9% | 28,680 | $3.5M |
| Corebridge Financial, Inc. | 0.02% | Reduce -2.4% | 28,202 | $3.4M |
| Ancora Advisors LLC | 0.08% | Add +4.3% | 28,109 | $3.4M |
| Venture Visionary Partners LLC | 0.15% | Add +3.1% | 27,877 | $3.4M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.03% | — | 27,856 | $3.4M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +13.4% | 27,856 | $3.4M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.3% | 27,617 | $3.3M |
| Comerica Bank | 0.01% | Reduce -0.6% | 27,341 | $3.3M |
| Ostrum Asset Management | 0.27% | Add +1.2% | 27,323 | $3.3M |
| Bessemer Group Inc. | 0.01% | Add +846.7% | 27,152 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.3% | 26,991 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.08% | New | 26,971 | $3.3M |
| New York Life Investment Management LLC | 0.03% | Add +58.3% | 26,963 | $3.3M |
| USS Investment Management Ltd | 0.02% | Reduce -55.9% | 26,700 | $3.2M |
| Mariner, LLC | 0.01% | Add +4.2% | 26,577 | $3.2M |
| Shorepoint Capital Partners LLC | 0.73% | Reduce -0.2% | 26,395 | $3.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -14.4% | 25,566 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +2.3% | 25,447 | $3.1M |
| LSV Asset Management | 0.01% | Reduce -30.1% | 25,122 | $3.0M |
| Stephens Inc. | 0.04% | Reduce -3.7% | 24,750 | $3.0M |
| DNB Asset Management AS | 0.01% | Add +9.5% | 24,606 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +4.8% | 24,204 | $2.9M |
| KBC Group NV | 0.01% | Reduce -19.0% | 24,041 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +3.7% | 23,816 | $2.9M |
| Panagora Asset Management Inc. | 0.01% | Reduce -10.8% | 23,691 | $2.9M |
| apricus wealth, LLC | 1.86% | Add +3.4% | 23,257 | $2.8M |
| Twin Tree Management, LP | 0.07% | New | 23,199 | $2.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -0.7% | 23,169 | $2.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.4% | 23,101 | $2.8M |
| Alaska Permanent Fund Corp | 0.04% | No change | 22,991 | $2.8M |
| AE Wealth Management LLC | 0.03% | New | 22,770 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.5% | 22,447 | $2.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -51.8% | 22,397 | $2.7M |
| IFM Investors Pty Ltd | 0.03% | Reduce -1.8% | 22,276 | $2.7M |
| Czech National Bank | 0.03% | Add +7.2% | 21,681 | $2.6M |
| Credit Agricole S A | 0.01% | Add +118.1% | 21,636 | $2.6M |
| Benjamin Edwards Inc. | 0.04% | Add +61571.4% | 21,585 | $2.6M |
| Hussman Strategic Advisors, Inc. | 0.62% | No change | 21,000 | $2.5M |
| Joseph Group Capital Management | 0.96% | Add +21.1% | 20,766 | $2.5M |
| Amalgamated Bank | 0.02% | Reduce -21.7% | 20,743 | $2.5M |
| Jamison Private Wealth Management, Inc. | 0.38% | Add +0.1% | 20,626 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.6% | 20,421 | $2.5M |
| Coldstream Capital Management Inc. | 0.05% | Add +13.4% | 19,503 | $2.4M |
| S&T Bank | 0.62% | Reduce -20.0% | 19,435 | $2.4M |
| Anchor Investment Management, LLC | 0.22% | Reduce -3.0% | 19,188 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -27.5% | 19,172 | $2.3M |
| CIBC Asset Management Inc | 0.01% | Add +6.9% | 18,139 | $2.2M |
| Cibc World Market Inc. | 0.00% | Reduce -10.3% | 18,113 | $2.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -12.7% | 17,756 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +50.7% | 17,731 | $2.1M |
| Utah Retirement Systems | 0.02% | No change | 17,046 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -90.2% | 16,687 | $2.0M |
| Hunter Associates Investment Management LLC | 0.31% | Reduce -3.0% | 16,301 | $2.0M |
| Fairfield, Bush & Co. | 1.16% | Reduce -11.0% | 16,133 | $2.0M |
| Weaver C. Barksdale & Associates, Inc. | 1.75% | Add +51.4% | 16,056 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +2.7% | 15,900 | $1.9M |
| Foster & Motley Inc. | 0.12% | Reduce -37.2% | 15,829 | $1.9M |
| MAI Capital Management | 0.02% | Add +14.8% | 15,827 | $1.9M |
| Huntington National Bank | 0.02% | Add +0.8% | 15,814 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +22.7% | 15,744 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Add +12.5% | 15,520 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +1.5% | 15,369 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Reduce -3.4% | 15,107 | $1.8M |
| Tidal Investments LLC | 0.02% | Add +1.3% | 15,038 | $1.8M |
| Commerce Bank | 0.01% | Reduce -0.5% | 14,977 | $1.8M |
| UniSuper Management Pty Ltd | 0.01% | Add +9.3% | 14,651 | $1.8M |
| Hedeker Wealth, LLC | 0.47% | Reduce -0.1% | 14,567 | $1.8M |
| Xponance LLC | 0.02% | Add +2.0% | 14,543 | $1.8M |
| Beese Fulmer Investment Management, Inc. | 0.15% | Reduce -9.2% | 14,510 | $1.8M |
| ING Groep NV | 0.01% | Add +0.4% | 14,348 | $1.7M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.9% | 14,184 | $1.7M |
| Palumbo Wealth Management LLC | 0.66% | Add +3.5% | 14,095 | $1.7M |
| Canada Pension Plan Investment Board | 0.00% | No change | 13,900 | $1.7M |
| Johnson Investment Counsel Inc. | 0.02% | Add +2.5% | 13,862 | $1.7M |
| Landscape Capital Management, L.L.C. | 0.17% | Reduce -68.9% | 13,755 | $1.7M |
| Pacific Global Investment Management Co. | 0.30% | Reduce -0.6% | 13,730 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +15.8% | 13,721 | $1.7M |
| Creative Financial Designs Inc. | 0.14% | Add +7.0% | 13,703 | $1.7M |
| Mark Sheptoff Financial Planning, LLC | 0.88% | Reduce -20.3% | 13,635 | $1.7M |
| Bank of Nova Scotia | 0.00% | Add +19.9% | 13,620 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Add +1.2% | 13,524 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +18.5% | 13,490 | $1.6M |
| Fifth Third Bancorp | 0.01% | Add +0.6% | 13,321 | $1.6M |
| Resonant Capital Advisors, LLC | 0.12% | Reduce -10.4% | 13,169 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.1% | 13,119 | $1.6M |
| Cullen Capital Management, LLC | 0.02% | Reduce -8.5% | 13,099 | $1.6M |
| Daiwa Securities Group Inc. | 0.01% | Add +12.4% | 13,034 | $1.6M |
| Schroder Investment Management Group | 0.00% | Add +8.7% | 13,004 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Add +0.0% | 12,990 | $1.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -9.4% | 12,963 | $1.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +29.7% | 12,805 | $1.6M |
| Blackhawk Capital Partners, LLC | 0.83% | New | 12,786 | $1.5M |
| Curbstone Financial Management Corp | 0.33% | Reduce -1.7% | 12,758 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.9% | 12,511 | $1.5M |
| Scotia Capital Inc. | 0.01% | New | 12,486 | $1.5M |
| Edgestream Partners, L.P. | 0.07% | Reduce -55.9% | 12,381 | $1.5M |
| Bailard, Inc. | 0.04% | Reduce -0.1% | 12,292 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.8% | 11,703 | $1.4M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0.58% | Add +1.6% | 11,329 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Reduce -40.9% | 11,272 | $1.4M |
| Culbertson A N & Co. Inc. | 0.22% | Reduce -1.9% | 11,150 | $1.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +3.2% | 11,110 | $1.3M |
| Candriam S.C.A. | 0.01% | Reduce -1.3% | 11,108 | $1.3M |
| Kinloch Capital, LLC | 0.65% | Add +14.3% | 11,101 | $1.3M |
| Bahl & Gaynor LLC | 0.01% | Add +5.8% | 10,891 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 10,648 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +0.1% | 10,637 | $1.3M |
| Edmp, Inc. | 1.05% | Add +2.1% | 10,558 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +32.4% | 10,302 | $1.2M |
| Alpha Omega Wealth Management LLC | 0.23% | Reduce -1.8% | 10,121 | $1.2M |
| NJ State Employees Deferred Compensation Plan | 0.15% | No change | 10,105 | $1.2M |
| Los Angeles Capital Management LLC | 0.00% | Reduce -82.2% | 10,026 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 10,000 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -3.9% | 10,000 | $1.2M |
| Farmers Trust Co. | 0.23% | Add +1.5% | 9,972 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -40.8% | 9,924 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -10.6% | 9,817 | $1.2M |
| Tredje AP-fonden | 0.01% | No change | 9,783 | $1.2M |
| Wellington Management Group LLP | 0.00% | Add +10.4% | 9,769 | $1.2M |
| Zurich Insurance Group Ltd | 0.01% | No change | 9,700 | $1.2M |
| Radnor Capital Management, LLC | 0.17% | New | 9,691 | $1.2M |
| Achmea Investment Management B.V. | 0.02% | Add +14.7% | 9,610 | $1.2M |
| Aristotle Capital Management, LLC | 0.00% | No change | 9,367 | $1.1M |
| D.B. Root & Company, LLC | 0.37% | Add +13.2% | 9,307 | $1.1M |
| Empowered Funds, LLC | 0.02% | Add +381.3% | 9,237 | $1.1M |
| Moors & Cabot, Inc. | 0.06% | Add +2.0% | 9,201 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -0.7% | 9,148 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 9,110 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.8% | 8,949 | $1.1M |
| Naples Global Advisors, LLC | 0.10% | Reduce -3.6% | 8,946 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +175.5% | 8,883 | $1.1M |
| Pensionfund Sabic | 0.33% | Reduce -6.4% | 8,800 | $1.1M |
| Probity Advisors, Inc. | 0.20% | Add +1.1% | 8,791 | $1.1M |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -4.3% | 8,779 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Reduce -50.9% | 8,712 | $1.1M |
| Engineers Gate Manager LP | 0.02% | Reduce -87.4% | 8,708 | $1.1M |
| Richard C. Young & CO., LTD. | 0.11% | Reduce -46.2% | 8,615 | $1.0M |
| Boston Trust Walden Corp | 0.01% | Add +54.3% | 8,530 | $1.0M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -3.3% | 8,481 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -16.9% | 8,449 | $1.0M |
| Eads & Heald Wealth Management | 0.48% | Add +6.9% | 8,425 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Reduce -92.2% | 8,415 | $1.0M |
| &partners | 0.02% | Add +91.5% | 8,379 | $1.0M |
| Alberta Investment Management Corp | 0.01% | New | 8,400 | $1.0M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -3.6% | 8,215 | $995K |
| AlphaQuest LLC | 0.09% | Add +1868.3% | 8,188 | $992K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -5.2% | 8,146 | $986K |
| Alkeme Wealth, LLC | 0.43% | Reduce -14.7% | 8,021 | $971K |
| Cullen Investment Group, LTD. | 0.14% | Add +0.8% | 7,903 | $957K |
| Guidance Capital, Inc. | 0.30% | Add +4.5% | 7,824 | $952K |
| Lido Advisors, LLC | 0.01% | Add +12.7% | 7,846 | $950K |
| Bokf, NA | 0.02% | Add +0.1% | 8,073 | $947K |
| Twin Capital Management Inc. | 0.11% | Reduce -31.1% | 7,689 | $931K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.8% | 8,217 | $931K |
| Orange Investment Advisors, Inc. | 0.10% | No change | 7,565 | $916K |
| Kentucky Retirement Systems | 0.03% | Reduce -7.3% | 7,415 | $898K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.0% | 7,368 | $892K |
| CreativeOne Wealth, LLC | 0.03% | Add +12.0% | 7,120 | $862K |
| Wolverine Trading, LLC | 0.02% | Reduce -58.4% | 7,097 | $860K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 7,073 | $857K |
| Atria Investments, Inc | 0.01% | Reduce -1.4% | 7,039 | $852K |
| Mizuho Securities USA LLC | 0.02% | Reduce -15.7% | 6,902 | $836K |
| Diversified Trust Co. | 0.02% | Add +0.1% | 6,892 | $835K |
| Wedbush Securities Inc. | 0.03% | New | 6,866 | $831K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +26.1% | 7,014 | $829K |
| Round Hill Asset Management | 0.55% | Add +0.5% | 6,836 | $828K |
| Dynasty Wealth Management, LLC | 0.02% | Add +10.3% | 6,817 | $826K |
| Two Sigma Securities, LLC | 0.06% | Reduce -1.3% | 6,713 | $813K |
| Hartford Investment Management Co. | 0.03% | Reduce -1.1% | 6,677 | $809K |
| Entropy Technologies, LP | 0.08% | New | 6,573 | $796K |
| SG Americas Securities, LLC | 0.00% | Reduce -73.2% | 6,565 | $795K |
| Clearstead Advisors, LLC | 0.01% | Add +36.6% | 6,563 | $795K |
| Westhampton Capital, LLC | 0.40% | Add +4.9% | 6,451 | $781K |
| Quantitative Investment Management, LLC | 0.08% | New | 6,409 | $776K |
| Riverwater Partners LLC | 0.38% | Reduce -0.3% | 6,469 | $771K |
| Humankind Investments LLC | 0.28% | Add +3.1% | 6,348 | $769K |
| CI Investments Inc. | 0.00% | Reduce -5.4% | 6,321 | $765K |
| First Trust Direct Indexing L.P. | 0.04% | Add +17.5% | 6,197 | $750K |
| Ballentine Partners, LLC | 0.01% | Add +21.3% | 6,187 | $749K |
| Capstone Investment Advisors, LLC | 0.03% | Reduce -36.4% | 6,153 | $745K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.3% | 6,070 | $735K |
| DoubleLine ETF Adviser LP | 0.18% | Add +35.6% | 6,068 | $735K |
| Greenleaf Trust | 0.01% | Add +15.0% | 6,063 | $734K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -6.9% | 6,040 | $731K |
| Gen-Wealth Partners Inc | 0.32% | Add +16.7% | 6,414 | $731K |
| Rakuten Investment Management, Inc. | 0.00% | Add +33.4% | 6,031 | $731K |
| Louisiana State Employees Retirement System | 0.01% | No change | 6,000 | $727K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -74.9% | 5,941 | $719K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -25.4% | 5,892 | $714K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +35.2% | 5,851 | $709K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.3% | 5,847 | $708K |
| Perigon Wealth Management, LLC | 0.02% | Add +2.1% | 5,782 | $700K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -38.1% | 5,740 | $695K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 5,634 | $682K |
| Praxis Investment Management Inc. | 0.04% | No change | 5,630 | $682K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.2% | 5,616 | $680K |
| Greenfield Seitz Capital Management, LLC | 0.25% | Reduce -3.5% | 5,569 | $674K |
| Clean Yield Group | 0.21% | Reduce -2.8% | 5,567 | $674K |
| Burney Co./ | 0.02% | Reduce -0.7% | 5,498 | $666K |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Reduce -10.2% | 5,488 | $665K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -4.0% | 5,460 | $661K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -3.8% | 5,458 | $661K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Reduce -22.8% | 5,419 | $656K |
| Caprock Group, LLC | 0.02% | Add +37.2% | 5,397 | $654K |
| Greenwich Wealth Management LLC | 0.04% | Reduce -0.2% | 5,347 | $648K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.7% | 5,326 | $645K |
| Ieq Capital, LLC | 0.01% | Reduce -15.9% | 5,290 | $641K |
| Mayflower Financial Advisors, LLC | 0.10% | Add +0.0% | 5,286 | $640K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -1.9% | 5,222 | $632K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +19.8% | 5,214 | $632K |
| M&G PLC | 0.00% | Reduce -7.4% | 5,120 | $620K |
| Independent Advisor Alliance | 0.02% | Reduce -5.5% | 5,104 | $618K |
| CIBC Private Wealth Group LLC | 0.00% | Add +39.3% | 5,056 | $612K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.0% | 5,004 | $606K |
| Painted Porch Advisors LLC | 0.31% | Reduce -4.3% | 5,002 | $606K |
| Quinn Opportunity Partners LLC | 0.06% | New | 5,000 | $606K |
| Schechter Investment Advisors, LLC | 0.04% | Add +3.8% | 4,962 | $601K |
| AlphaStar Capital Management, LLC | 0.05% | New | 4,938 | $598K |
| Code Waechter LLC | 0.56% | — | 4,899 | $593K |
| Mgo One Seven LLC | 0.03% | Reduce -2.1% | 4,880 | $591K |
| Raymond James Trust N.A. | 0.01% | Add +6.8% | 4,846 | $587K |
| Smith, Moore & Co. | 0.06% | No change | 4,752 | $575K |
| Grey Ledge Advisors, LLC | 0.15% | Reduce -14.4% | 4,724 | $572K |
| Brown Advisory Inc. | 0.00% | Add +15.8% | 4,702 | $569K |
| PARK CIRCLE Co | 0.51% | No change | 4,680 | $567K |
| Public Sector Pension Investment Board | 0.00% | Add +14.9% | 4,618 | $559K |
| Burns J W & Co. Inc. | 0.07% | Reduce -8.0% | 4,610 | $558K |
| Palisade Asset Management, LLC | 0.05% | No change | 4,610 | $558K |
| Parallel Advisors, LLC | 0.01% | Add +2.3% | 4,586 | $555K |
| Van Eck Associates Corp. | 0.00% | Add +5.7% | 4,718 | $555K |
| Rowlandmiller & Partners.adv | 0.11% | Reduce -7.5% | 4,574 | $554K |
| Sound Financial Strategies Group, LLC | 0.44% | Add +5.9% | 4,564 | $553K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.3% | 4,527 | $549K |
| HB Wealth Management, LLC | 0.01% | Add +13.5% | 4,516 | $547K |
| Kimelman & Baird, LLC | 0.04% | No change | 4,500 | $545K |
| Meyer Handelman Co. | 0.02% | New | 4,482 | $543K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.5% | 4,441 | $538K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -1.3% | 4,419 | $535K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -0.4% | 4,371 | $529K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -17.3% | 4,321 | $523K |
| Headinvest, LLC | 0.10% | No change | 4,316 | $523K |
| Norinchukin Bank, The | 0.01% | Add +14.6% | 4,269 | $517K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +25.3% | 4,225 | $512K |
| Peddock Capital Advisors, LLC | 0.12% | No change | 4,214 | $510K |
| Macquarie Group Ltd. | 0.00% | Reduce -53.5% | 4,208 | $510K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.05% | Reduce -19.2% | 4,206 | $509K |
| Wambolt & Associates, LLC | 0.14% | Reduce -14.3% | 4,186 | $507K |
| South Dakota Investment Council | 0.01% | No change | 4,188 | $507K |
| Sigma Planning Corp | 0.02% | Add +5.1% | 4,115 | $498K |
| QRG Capital Management, Inc. | 0.01% | Reduce -17.1% | 4,086 | $495K |
| First Hawaiian Bank | 0.02% | Add +6.3% | 4,066 | $492K |
| Wesbanco Bank Inc. | 0.02% | Add +22.1% | 4,043 | $490K |
| North Star Investment Management Corp. | 0.03% | Reduce -0.3% | 4,020 | $487K |
| SlateStone Wealth, LLC | 0.04% | No change | 3,990 | $483K |
| Sterling Capital Management LLC | 0.01% | — | 3,935 | $477K |
| Occudo Quantitative Strategies LP | 0.09% | New | 3,910 | $474K |
| Money Concepts Capital Corp. | 0.04% | Reduce -0.9% | 3,909 | $473K |
| Fiera Capital Corp | 0.00% | New | 3,906 | $473K |
| Meeder Advisory Services, Inc. | 0.03% | Add +6.4% | 3,887 | $471K |
| Ingalls & Snyder LLC | 0.02% | No change | 3,858 | $467K |
| GAMMA Investing LLC | 0.05% | Add +49.9% | 3,849 | $466K |
| Private Capital Management, LLC | 0.05% | Add +26.3% | 3,838 | $465K |
| Mendel Money Management | 0.20% | Add +0.7% | 3,816 | $462K |
| IFP Advisors, Inc | 0.02% | Reduce -0.4% | 3,800 | $460K |
| Aviva PLC | 0.00% | Reduce -0.2% | 3,797 | $460K |
| TD Private Client Wealth LLC | 0.01% | Add +9.7% | 3,768 | $456K |
| Forza Wealth Management, LLC | 0.21% | Reduce -5.1% | 3,740 | $453K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 3,687 | $446K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +4.5% | 3,659 | $443K |
| Kesler, Norman & Wride, LLC | 0.09% | Reduce -16.6% | 3,661 | $443K |
| V-Square Quantitative Management LLC | 0.06% | Add +7.1% | 3,630 | $440K |
| Hilltop Holdings Inc. | 0.03% | Add +32.9% | 3,622 | $439K |
| Empirical Finance, LLC | 0.03% | Add +1.6% | 3,616 | $438K |
| Global X Japan Co., Ltd. | 0.06% | Add +0.2% | 3,613 | $438K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.6% | 3,610 | $437K |
| Safe Harbor Fiduciary, LLC | 0.41% | — | 3,597 | $436K |
| Investment Management Corp of Ontario | 0.01% | Add +50.1% | 3,593 | $435K |
| Jones Financial Companies LLLP | 0.00% | Add +24.7% | 3,586 | $434K |
| S.A. Mason LLC | 0.23% | Reduce -1.1% | 3,544 | $429K |
| Main Street Research LLC | 0.03% | No change | 3,539 | $429K |
| Modern Wealth Management, LLC | 0.03% | Add +4.1% | 3,518 | $426K |
| CSS LLC | 0.08% | Reduce -20.4% | 3,500 | $424K |
| Schulhoff & Co. Inc. | 0.18% | No change | 3,477 | $421K |
| Buckingham Capital Management, Inc. | 0.05% | No change | 3,460 | $419K |
| Dark Forest Capital Management LP | 0.05% | New | 3,441 | $417K |
| Longfellow Investment Management Co. LLC | 0.10% | Add +0.6% | 3,417 | $414K |
| Metis Global Partners, LLC | 0.01% | Add +1.9% | 3,406 | $412K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.2% | 3,373 | $408K |
| Baker Ellis Asset Management LLC | 0.06% | Reduce -8.2% | 3,360 | $407K |
| Vima LLC | 0.82% | Reduce -1.2% | 3,308 | $401K |
| Sonora Investment Management Group, LLC | 0.03% | Add +10.0% | 3,302 | $400K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +4.9% | 3,260 | $395K |
| Aviance Capital Partners, LLC | 0.05% | Reduce -8.1% | 3,242 | $393K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +8.9% | 3,205 | $388K |
| Physicians Financial Services, Inc. | 0.12% | Reduce -9.0% | 3,185 | $386K |
| Fulton Bank, N.A. | 0.01% | Add +3.5% | 3,178 | $385K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -80.9% | 3,174 | $384K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -8.0% | 3,151 | $382K |
| CoreCap Advisors, LLC | 0.02% | New | 3,059 | $370K |
| CENTRAL TRUST Co | 0.01% | Reduce -29.7% | 3,056 | $370K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -0.6% | 3,013 | $365K |
| Signaturefd, LLC | 0.01% | Add +15.3% | 3,006 | $364K |
| Avalon Trust Co | 0.03% | No change | 3,000 | $363K |
| Jump Financial, LLC | 0.01% | Reduce -93.3% | 2,995 | $363K |
| American Century Companies Inc. | 0.00% | Reduce -85.4% | 2,992 | $362K |
| Romano Brothers and Company | 0.05% | Add +3.5% | 2,987 | $362K |
| Signal Advisors Wealth, LLC | 0.05% | New | 2,968 | $359K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.14% | No change | 3,144 | $357K |
| Hengehold Capital Management LLC | 0.03% | Add +27.0% | 2,935 | $355K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.7% | 2,923 | $354K |
| Mission Creek Capital Partners, Inc. | 0.08% | Reduce -6.9% | 2,911 | $352K |
| ICW Investment Advisors LLC | 0.14% | Reduce -0.9% | 2,872 | $348K |
| Squarepoint Ops LLC | 0.00% | Reduce -98.6% | 2,865 | $347K |
| Summit Financial, LLC | 0.01% | Reduce -8.0% | 2,842 | $344K |
| Old National Bancorp | 0.01% | Add +6.0% | 2,837 | $344K |
| Brave Asset Management Inc. | 0.09% | Reduce -7.8% | 2,825 | $342K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -77.9% | 2,819 | $341K |
| Pitcairn Co. | 0.02% | Reduce -13.0% | 2,791 | $338K |
| Curi Capital, LLC | 0.01% | Reduce -90.8% | 2,770 | $335K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -1.3% | 2,740 | $332K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.0% | 2,740 | $332K |
| Mitchell Sinkler & Starr | 0.08% | Add +12.4% | 2,725 | $330K |
| Coho Partners, Ltd. | 0.01% | No change | 2,714 | $329K |
| Welch Group, LLC | 0.01% | Reduce -62.2% | 2,673 | $324K |
| Choreo, LLC | 0.00% | Add +20.3% | 2,632 | $319K |
| Park National Corp. | 0.01% | Reduce -4.1% | 2,628 | $318K |
| Trust Co. of Vermont | 0.02% | Reduce -2.1% | 2,623 | $318K |
| MBB Public Markets I LLC | 0.03% | Reduce -65.0% | 2,610 | $316K |
| GTS Securities LLC | 0.01% | Reduce -52.3% | 2,598 | $315K |
| CHICAGO TRUST Co NA | 0.05% | Reduce -1.6% | 2,504 | $303K |
| Kanawha Capital Management LLC | 0.02% | Reduce -16.7% | 2,500 | $303K |
| Hodges Capital Management Inc. | 0.02% | New | 2,500 | $303K |
| Freestone Capital Holdings, LLC | 0.01% | Add +4.2% | 2,490 | $302K |
| SS&H Financial Advisors, Inc. | 0.11% | No change | 2,450 | $297K |
| Significant Wealth Partners LLC | 0.15% | Add +12.3% | 2,415 | $293K |
| Trueblood Wealth Management, LLC | 0.15% | Add +1.4% | 2,397 | $290K |
| J. Goldman & Co LP | 0.01% | New | 2,378 | $288K |
| Townsquare Capital LLC | 0.00% | Add +14.5% | 2,358 | $286K |
| SouthState Bank Corp | 0.02% | No change | 2,348 | $284K |
| CW Advisors, LLC | 0.00% | New | 2,333 | $283K |
| Everhart Financial Group, Inc. | 0.06% | Add +20.6% | 2,332 | $282K |
| Wedgewood Investors Inc. | 0.31% | Add +0.0% | 2,321 | $281K |
| Marietta Investment Partners LLC | 0.06% | No change | 2,320 | $281K |
| FreeGulliver LLC | 0.17% | Add +0.7% | 2,316 | $280K |
| Cadence Bank | 0.02% | No change | 2,316 | $280K |
| Revisor Wealth Management LLC | 0.17% | Reduce -1.0% | 2,294 | $278K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,289 | $277K |
| Vestcor Inc | 0.01% | Reduce -92.9% | 2,279 | $276K |
| Exchange Traded Concepts, LLC | 0.01% | Add +3128.6% | 2,260 | $274K |
| Rossmore Private Capital | 0.03% | No change | 2,250 | $272K |
| First Financial Bank - Trust Division | 0.02% | Reduce -1.0% | 2,236 | $271K |
| CWA Asset Management Group, LLC | 0.01% | — | 2,221 | $269K |
| Coastline Trust Co | 0.03% | No change | 2,220 | $269K |
| First Merchants Corp. | 0.01% | No change | 2,220 | $269K |
| Meridian Wealth Management, LLC | 0.01% | New | 2,208 | $267K |
| Integris Wealth Management, LLC | 0.07% | No change | 2,200 | $266K |
| Jmac Enterprises LLC | 0.04% | Reduce -18.5% | 2,200 | $266K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -4.8% | 2,188 | $265K |
| Syon Capital LLC | 0.02% | Reduce -14.5% | 2,180 | $264K |
| Smith Shellnut Wilson LLC | 0.12% | Reduce -13.2% | 2,179 | $264K |
| Natixis | 0.00% | Reduce -74.6% | 2,166 | $262K |
| KG Capital Management | 0.08% | Reduce -76.5% | 2,160 | $262K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.9% | 2,142 | $259K |
| Savant Capital, LLC | 0.00% | New | 2,133 | $258K |
| Letson Investment Management, Inc. | 0.10% | No change | 2,120 | $257K |
| Roberts Glore & Co. Inc. | 0.07% | No change | 2,113 | $256K |
| Mechanics Financial Corp | 0.11% | No change | 2,100 | $254K |
| Colonial Trust Advisors | 0.02% | Reduce -2.3% | 2,100 | $254K |
| Cable Hill Partners, LLC | 0.02% | New | 2,088 | $253K |
| Atlas Wealth LLC | 0.16% | No change | 2,079 | $252K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -8.8% | 2,078 | $252K |
| Forum Financial Management, LP | 0.00% | Add +0.3% | 2,069 | $251K |
| Trustmark Bank Trust Department | 0.02% | Reduce -29.5% | 2,057 | $249K |
| StoneX Group Inc. | 0.02% | Add +0.5% | 2,051 | $248K |
| Farther Finance Advisors, LLC | 0.01% | Add +28.2% | 2,046 | $248K |
| Philip James Wealth Mangement, LLC | 0.03% | New | 2,036 | $247K |
| Wallace Capital Management Inc. | 0.03% | New | 2,035 | $246K |
| Geller Advisors LLC | 0.02% | New | 2,023 | $245K |
| Journey Advisory Group, LLC | 0.03% | No change | 2,234 | $244K |
| Regions Financial Corp. | 0.00% | Add +0.1% | 2,001 | $242K |
| Borer Denton & Associates, Inc. | 0.08% | No change | 2,000 | $242K |
| Northeast Financial Consultants Inc | 0.01% | No change | 2,000 | $242K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $242K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,976 | $239K |
| Summit Trail Advisors, LLC | 0.01% | Add +5.0% | 1,970 | $239K |
| SageView Advisory Group, LLC | 0.01% | Reduce -5.9% | 1,955 | $237K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 1,952 | $236K |
| PFG Investments, LLC | 0.02% | Reduce -0.5% | 1,949 | $236K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -7.5% | 1,940 | $235K |
| Mutual Advisors, LLC | 0.01% | Reduce -37.5% | 1,989 | $233K |
| SPC Financial, Inc. | 0.02% | New | 1,920 | $233K |
| Congress Asset Management Co. | 0.00% | No change | 1,918 | $232K |
| Jentner Corp | 0.07% | No change | 1,907 | $231K |
| Klingman & Associates, LLC | 0.01% | New | 1,902 | $230K |
| Sage Mountain Advisors LLC | 0.02% | New | 1,872 | $227K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,867 | $226K |
| Allworth Financial LP | 0.00% | Reduce -20.8% | 1,860 | $225K |
| Trust Point Inc. | 0.02% | Reduce -22.0% | 1,856 | $225K |
| Gleason Group, Inc. | 0.04% | Reduce -0.4% | 1,839 | $223K |
| Abn Amro Investment Solutions | 0.00% | New | 1,837 | $222K |
| Valley Brook Capital Group, Inc. | 0.16% | Reduce -26.2% | 1,834 | $222K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 1,833 | $222K |
| Nwam LLC | 0.01% | New | 1,828 | $221K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -18.0% | 1,819 | $220K |
| Dearborn Partners LLC | 0.01% | Reduce -24.0% | 1,817 | $220K |
| Ossiam | 0.00% | Add +9.1% | 1,803 | $218K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 1,789 | $217K |
| Moody National Bank Trust Division | 0.02% | New | 1,785 | $216K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 1,785 | $216K |
| Mather Group, Llc. | 0.00% | Reduce -31.0% | 1,782 | $216K |
| Moller Wealth Partners | 0.05% | New | 1,778 | $215K |
| Delta Asset Management LLC | 0.02% | No change | 1,778 | $215K |
| Affinity Investment Advisors, LLC | 0.15% | New | 1,770 | $214K |
| Kennon-Green & Company, LLC | 0.18% | New | 1,766 | $214K |
| Mission Wealth Management, LP | 0.01% | New | 1,763 | $213K |
| Nomura Holdings Inc. | 0.00% | Reduce -81.2% | 1,758 | $213K |
| Davis R M Inc. | 0.00% | Reduce -17.6% | 1,754 | $212K |
| Stokes Family Office, LLC | 0.02% | New | 1,741 | $211K |
| 44 Wealth Management LLC | 0.07% | — | 1,784 | $210K |
| Conestoga Capital Advisors, LLC | 0.00% | Reduce -27.3% | 1,730 | $210K |
| First National Trust Co | 0.01% | Reduce -18.0% | 1,723 | $209K |
| Oppenheimer & Co. Inc. | 0.00% | New | 1,712 | $207K |
| International Assets Investment Management, LLC | 0.02% | Reduce -57.9% | 1,711 | $207K |
| Obermeyer Wealth Partners | 0.01% | New | 1,700 | $206K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -10.4% | 1,716 | $204K |
| North Star Asset Management Inc. | 0.01% | New | 1,675 | $203K |
| Soltis Investment Advisors LLC | 0.02% | New | 1,671 | $202K |
| Profund Advisors LLC | 0.01% | New | 1,670 | $202K |
| Smartleaf Asset Management LLC | 0.02% | Add +62.9% | 1,600 | $194K |
| Adirondack Trust Co. | 0.07% | No change | 1,587 | $192K |
| UMB Bank, n.a. | 0.00% | Reduce -0.2% | 1,549 | $188K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +4.3% | 1,522 | $184K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 1,500 | $182K |
| Centaurus Financial, Inc. | 0.01% | Add +1.3% | 1,492 | $181K |
| Smithfield Trust Co | 0.01% | No change | 1,489 | $181K |
| Quadrant Capital Group LLC | 0.01% | Reduce -17.4% | 1,485 | $180K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 1,458 | $177K |
| Horizon Investments, LLC | 0.00% | Reduce -11.4% | 1,444 | $175K |
| Sachetta, LLC | 0.07% | Reduce -8.2% | 1,382 | $167K |
| HBW Advisory Services LLC | 0.02% | Reduce -5.0% | 1,302 | $158K |
| Private Trust Co. NA | 0.02% | Reduce -17.6% | 1,266 | $153K |
| Geneos Wealth Management Inc. | 0.01% | Add +26.2% | 1,244 | $151K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 1,203 | $146K |
| Westpac Banking Corp. | 0.01% | No change | 1,205 | $146K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -67.7% | 1,105 | $134K |
| First Horizon Advisors, Inc. | 0.00% | Add +29.9% | 1,102 | $134K |
| IMA Advisory Services, Inc. | 0.03% | New | 1,102 | $133K |
| SL Advisors, LLC | 0.24% | New | 1,088 | $132K |
| Knuff & Co LLC | 0.04% | Add +5.7% | 1,058 | $128K |
| McIlrath & Eck, LLC | 0.02% | No change | 1,025 | $124K |
| Acadian Asset Management LLC | 0.00% | Reduce -77.4% | 1,009 | $121K |
| Manchester Capital Management LLC | 0.01% | Add +0.4% | 933 | $113K |
| Walleye Capital LLC | 0.00% | Reduce -96.2% | 932 | $113K |
| Blue Trust, Inc. | 0.00% | Add +11.0% | 1,032 | $113K |
| Whittier Trust Co. | 0.00% | Reduce -5.2% | 917 | $111K |
| AlphaMark Advisors, LLC | 0.04% | Reduce -0.4% | 904 | $109K |
| Y.D. More Investments Ltd | 0.01% | New | 896 | $109K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -95.5% | 875 | $106K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 860 | $104K |
| GeoWealth Management, LLC | 0.00% | New | 841 | $102K |
| Principal Securities, Inc. | 0.00% | Add +72.2% | 837 | $101K |
| Pittenger & Anderson Inc. | 0.00% | No change | 800 | $97K |
| Sound Income Strategies, LLC | 0.01% | Reduce -28.1% | 777 | $94K |
| Sit Investment Associates Inc. | 0.00% | Reduce -40.5% | 780 | $94K |
| Stone House Investment Management, LLC | 0.02% | Add +0.8% | 718 | $87K |
| Parkside Financial Bank & Trust | 0.01% | Add +4.4% | 694 | $84K |
| Citizens National Bank Trust Department | 0.02% | No change | 664 | $80K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 663 | $80K |
| Bank of New Hampshire | 0.02% | Reduce -11.3% | 625 | $76K |
| Global Retirement Partners, LLC | 0.00% | Add +1.2% | 605 | $73K |
| NBT Bank, N.A. | 0.00% | New | 601 | $73K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | New | 600 | $73K |
| Barrett & Company, Inc. | 0.03% | Add +0.4% | 565 | $68K |
| Salem Investment Counselors Inc. | 0.00% | No change | 560 | $68K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -11.1% | 539 | $65K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -23.8% | 527 | $64K |
| Caldwell Trust Co | 0.01% | Reduce -32.5% | 525 | $64K |
| Sentry Investment Management LLC | 0.03% | No change | 495 | $60K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 540 | $59K |
| JNBA Financial Advisors | 0.01% | No change | 486 | $59K |
| Waldron Private Wealth LLC | 0.00% | New | 482 | $58K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 493 | $58K |
| Avior Wealth Management, LLC | 0.00% | Reduce -45.9% | 451 | $55K |
| St Germain D J Co. Inc. | 0.00% | No change | 447 | $54K |
| First Financial Corp. | 0.03% | No change | 443 | $54K |
| Vestor Capital, LLC | 0.00% | New | 441 | $53K |
| GW&K Investment Management, LLC | 0.00% | Add +1.9% | 438 | $53K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 430 | $52K |
| Financial Freedom, LLC | 0.03% | Add +0.5% | 429 | $52K |
| Rothschild Investment LLC | 0.00% | Add +8.1% | 413 | $50K |
| Ransom Advisory, Ltd | 0.02% | No change | 400 | $48K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -48.8% | 400 | $48K |
| Perkins Coie Trust Co | 0.01% | No change | 392 | $47K |
| Colonial Trust Co / SC | 0.01% | No change | 388 | $47K |
| Lindbrook Capital, LLC | 0.00% | Reduce -19.5% | 388 | $47K |
| Group One Trading LLC | 0.00% | Reduce -91.0% | 366 | $44K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 365 | $44K |
| Arax Advisory Partners | 0.00% | Add +15.5% | 351 | $42K |
| Trivant Custom Portfolio Group, LLC | 0.02% | New | 350 | $42K |
| Monetary Management Group Inc. | 0.01% | No change | 350 | $42K |
| AdvisorNet Financial, Inc | 0.00% | Add +628.3% | 335 | $41K |
| Eastern Bank | 0.00% | New | 331 | $40K |
| Key Financial Inc | 0.01% | No change | 329 | $40K |
| Catalyst Capital Advisors LLC | 0.00% | New | 321 | $39K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -10.9% | 320 | $39K |
| Studio Investment Management LLC | 0.01% | Add +32.8% | 312 | $38K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -88.7% | 303 | $37K |
| Investors Research Corp | 0.01% | No change | 282 | $34K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -0.4% | 273 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.6% | 264 | $32K |
| Versant Capital Management, Inc | 0.01% | Add +2218.2% | 255 | $31K |
| Global Financial Private Client, LLC | 0.01% | Reduce -44.0% | 254 | $31K |
| Baron Capital (BAMCO) | 0.00% | No change | 251 | $30K |
| Ulland Investment Advisors, LLC | 0.02% | Add +0.8% | 249 | $30K |
| Valley National Advisers Inc. | 0.01% | Reduce -9.1% | 249 | $30K |
| Venturi Wealth Management, LLC | 0.00% | Add +1329.4% | 243 | $29K |
| Tompkins Financial Corp. | 0.00% | No change | 235 | $28K |
| Cromwell Holdings LLC | 0.02% | Add +53.0% | 231 | $28K |
| Archer Investment Corp | 0.01% | Add +0.9% | 221 | $27K |
| SIMA Wealth Partners, LLC | 0.02% | No change | 215 | $26K |
| MCF Advisors LLC | 0.00% | No change | 205 | $25K |
| CVA Family Office, LLC | 0.00% | Add +10.9% | 203 | $25K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 202 | $24K |
| Advantage Trust Co | 0.02% | No change | 200 | $24K |
| Dagco, Inc. | 0.01% | No change | 200 | $24K |
| Estabrook Capital Management | 0.00% | No change | 200 | $24K |
| HM Payson & Co. | 0.00% | Reduce -4.8% | 200 | $24K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 197 | $24K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +8.1% | 187 | $23K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 185 | $22K |
| Lanark Financial, Inc. | 0.00% | Add +1.1% | 189 | $22K |
| Old Second National Bank of Aurora | 0.01% | No change | 180 | $22K |
| Dunhill Financial, LLC | 0.01% | Add +7.7% | 168 | $20K |
| Darwin Wealth Management, LLC | 0.01% | New | 167 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.6% | 167 | $20K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 159 | $19K |
| Cassady Schiller Wealth Management, LLC | 0.01% | Add +76.7% | 159 | $19K |
| DT Investment Partners, LLC | 0.00% | No change | 153 | $19K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -14.7% | 151 | $18K |
| Addison Advisors LLC | 0.01% | No change | 150 | $18K |
| Core Alternative Capital | 0.00% | No change | 150 | $18K |
| Quent Capital, LLC | 0.00% | Add +13.9% | 147 | $18K |
| Assetmark, Inc. | 0.00% | Add +12.8% | 141 | $17K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +2.3% | 136 | $16K |
| Chelsea Counsel Co. | 0.01% | No change | 130 | $16K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | New | 126 | $15K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +8.7% | 125 | $15K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 125 | $15K |
| Piscataqua Savings Bank | 0.01% | No change | 125 | $15K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -3.2% | 120 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Add +23.4% | 116 | $14K |
| Covestor Ltd | 0.01% | Add +9.4% | 116 | $14K |
| MV Capital Management, Inc. | 0.00% | Reduce -2.5% | 115 | $14K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -0.9% | 115 | $14K |
| True Wealth Design, LLC | 0.01% | Add +0.9% | 114 | $14K |
| Truvestments Capital LLC | 0.00% | Reduce -95.0% | 114 | $14K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.9% | 113 | $14K |
| Syntax Research, Inc. | 0.01% | No change | 112 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 105 | $13K |
| Sittner & Nelson, LLC | 0.01% | Reduce -1.9% | 105 | $13K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -5.6% | 102 | $12K |
| Planning Capital Management Corp | 0.01% | Reduce -3.8% | 101 | $12K |
| Naples Money Management LLC | 0.01% | No change | 100 | $12K |
| EnRich Financial Partners LLC | 0.00% | No change | 100 | $12K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 100 | $12K |
| Alpine Bank Wealth Management | 0.00% | — | 100 | $12K |
| Center for Financial Planning, Inc. | 0.00% | No change | 100 | $12K |
| Nemes Rush Group LLC | 0.00% | No change | 92 | $12K |
| Bangor Savings Bank | 0.00% | Reduce -12.5% | 91 | $11K |
| Hemington Wealth Management | 0.00% | New | 98 | $11K |
| Peregrine Capital Management LLC | 0.00% | No change | 90 | $11K |
| Larson Financial Group LLC | 0.00% | Add +345.0% | 89 | $11K |
| Fourpath Capital Management, LLC | 0.00% | New | 86 | $10K |
| TruNorth Capital Management, LLC | 0.00% | New | 85 | $10K |
| Financial Gravity Companies, Inc. | 0.00% | — | 84 | $10K |
| Independence Bank of Kentucky | 0.00% | Add +10.7% | 83 | $10K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +33.3% | 80 | $10K |
| Bray Capital Advisors | 0.00% | No change | 80 | $10K |
| Spire Wealth Management | 0.00% | Add +15.9% | 80 | $10K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -7.4% | 75 | $9K |
| Bellevue Asset Management, LLC | 0.00% | No change | 75 | $9K |
| First Pacific Financial | 0.00% | Reduce -10.1% | 71 | $9K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -96.2% | 68 | $8K |
| Transcendent Capital Group LLC | 0.00% | No change | 63 | $8K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 63 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 59 | $7K |
| Financial Avengers, Inc. | 0.00% | No change | 54 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 52 | $6K |
| Steph & Co. | 0.00% | No change | 49 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -20.7% | 46 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 43 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 42 | $5K |
| Coston, McIsaac & Partners | 0.00% | Reduce -6.5% | 43 | $5K |
| ORG Partners LLC | 0.00% | Reduce -28.6% | 40 | $5K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -13.0% | 40 | $5K |
| Montag A & Associates Inc. | 0.00% | No change | 39 | $5K |
| Ashton Thomas Securities, LLC | 0.00% | New | 39 | $5K |
| Community Bank, N.A. | 0.00% | No change | 38 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 36 | $4K |
| City State Bank | 0.00% | No change | 36 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 34 | $4K |
| Headlands Technologies LLC | 0.00% | Reduce -95.4% | 33 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 32 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 31 | $4K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -53.0% | 31 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 30 | $4K |
| Sandy Spring Bank | 0.00% | No change | 29 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -93.5% | 29 | $4K |
| Main Street Group, LTD | 0.00% | No change | 27 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +16.0% | 29 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 26 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 25 | $3K |
| First Personal Financial Services | 0.00% | Add +4.3% | 24 | $3K |
| Brooklyn Investment Group | 0.00% | New | 24 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 23 | $3K |
| Grove Bank & Trust | 0.00% | New | 23 | $3K |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 22 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 20 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $2K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 20 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +111.1% | 19 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $2K |
| Northwest Financial Advisors | 0.00% | New | 17 | $2K |
| Ascentis Wealth Management, LLC | 0.00% | — | 16 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 15 | $2K |
| M&R Capital Management Inc. | 0.00% | New | 14 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +7.7% | 14 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +85.7% | 13 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 13 | $2K |
| Northwest Capital Management Inc | 0.00% | No change | 12 | $1K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 12 | $1K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 12 | $1K |
| Hexagon Capital Partners LLC | 0.00% | New | 11 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -8.3% | 11 | $1K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 11 | $1K |
| Abound Wealth Management | 0.00% | No change | 10 | $1K |
| TFC Financial Management, Inc. | 0.00% | Add +11.1% | 10 | $1K |
| Tsfg, LLC | 0.00% | No change | 7 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -98.8% | 7 | $1K |
| Future Financial Wealth Managment LLC | 0.00% | New | 7 | $870 |
| West Paces Advisors Inc. | 0.00% | No change | 7 | $848 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -50.0% | 6 | $761 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 6 | $727 |
| WR Wealth Planners, LLC | 0.00% | Reduce -87.5% | 5 | $623 |
| ClariVest Asset Management LLC | 0.00% | No change | 5 | $543 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 4 | $485 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 4 | $485 |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -40.0% | 3 | $333 |
| Bfsg, LLC | 0.00% | No change | 3 | $332 |
| FSA Wealth Management LLC | 0.00% | — | 2 | $242 |
| Financial Perspectives, Inc | 0.00% | No change | 2 | $242 |
| Baldwin Wealth Partners LLC | 0.00% | New | 2 | $242 |
| Oakworth Capital, Inc. | 0.00% | No change | 2 | $242 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -99.1% | 2 | $242 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $133 |
| Winch Advisory Services, LLC | 0.00% | Reduce -95.0% | 1 | $130 |
| TD Capital Management LLC | 0.00% | No change | 1 | $124 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $121 |
| Penserra Capital Management LLC | 0.00% | Reduce -50.0% | 3 | $0 |
| FNY Investment Advisers, LLC | 0.00% | No change | 1 | $0 |
| Avion Wealth | 0.00% | No change | 5 | $0 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 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.