The JM SmuckerSJM
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 845 institutions reported holding The JM Smucker Co. (SJM) in their 13F filings, unchanged from Q3 2024. 59 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($922.0M) and State Street Corp. ($808.1M). 10 famous investors held it, including John W. Rogers Jr. (2.2% of Ariel Investments's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).
- Company
- The JM Smucker Co.
- Filed as
- SMUCKER J M CO (Q4 2024)
- Sector
- Consumer Staples
- CUSIP
- 832696405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $161.0M |
| Exits | 95 | $180.6M |
All 13F filers, Q3 2024 → Q4 2024: 9,528,287 shares bought and 8,319,560 shares sold, net +1,208,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 845 holders
| Vanguard Group Inc. | 0.03% | Add +1.0% | 13,344,933 | $1.5B |
| BlackRock, Inc. | 0.02% | Add +1.7% | 8,372,528 | $922.0M |
| State Street Corp. | 0.03% | Add +3.2% | 7,337,981 | $808.1M |
| FMR LLC | 0.02% | Add +11.3% | 3,734,305 | $411.2M |
| Geode Capital Management, LLC | 0.02% | Add +2.3% | 2,609,952 | $286.7M |
| Invesco Ltd. | 0.05% | Add +21.0% | 2,415,023 | $265.9M |
| Dimensional Fund Advisors LP | 0.05% | Add +1.7% | 2,009,017 | $221.2M |
| Ariel Investments | 2.15% | Add +12.4% | 1,832,861 | $201.8M |
| Citadel Advisors | 0.19% | Add +70.2% | 1,805,505 | $198.8M |
| ProShare Advisors LLC | 0.41% | Add +5.8% | 1,627,187 | $179.2M |
| Morgan Stanley | 0.01% | Reduce -10.1% | 1,376,059 | $151.5M |
| Nordea Investment Management AB | 0.16% | Add +16.5% | 1,361,902 | $150.1M |
| Champlain Investment Partners, LLC | 0.91% | Reduce -7.4% | 1,312,375 | $144.5M |
| Boston Partners | 0.16% | Reduce -65.4% | 1,181,483 | $130.1M |
| Northern Trust Corp. | 0.02% | Add +9.9% | 1,130,616 | $124.5M |
| Deutsche Bank AG | 0.05% | Add +16.3% | 1,116,804 | $123.0M |
| Two Sigma Advisers, LP | 0.27% | Add +76.7% | 1,078,892 | $118.8M |
| Norges Bank | 0.01% | Reduce -11.2% | 1,025,952 | $113.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.3% | 1,003,042 | $110.5M |
| Bank of New York Mellon Corp | 0.02% | Add +13.8% | 977,817 | $107.7M |
| Ilex Capital Partners (UK) LLP | 6.76% | New | 959,208 | $105.6M |
| LSV Asset Management | 0.24% | Add +3599.6% | 929,400 | $102.3M |
| FIL Ltd | 0.10% | Add +87.8% | 925,000 | $101.9M |
| UBS Group AG | 0.02% | Add +240.6% | 923,529 | $101.7M |
| Millennium Management | 0.09% | Add +480.5% | 914,461 | $100.7M |
| Two Sigma Investments, LP | 0.21% | Add +19.5% | 797,064 | $87.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -0.5% | 774,163 | $85.3M |
| First Trust Advisors LP | 0.07% | Reduce -13.8% | 677,981 | $74.7M |
| Tandem Investment Advisors, Inc. | 2.79% | Add +0.2% | 668,802 | $73.6M |
| Bank of America Corp. | 0.01% | Reduce -25.7% | 603,598 | $66.5M |
| Amundi | 0.02% | Add +49.3% | 628,381 | $66.3M |
| Legal & General Group Plc | 0.02% | Reduce -20.3% | 599,580 | $66.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -51.0% | 560,627 | $61.7M |
| Thrivent Financial for Lutherans | 0.12% | Reduce -4.1% | 556,207 | $61.2M |
| Staley Capital Advisers Inc. | 2.48% | Add +1.8% | 507,325 | $55.9M |
| Vest Financial, LLC | 0.95% | Add +17.2% | 484,952 | $53.4M |
| California Public Employees Retirement System | 0.04% | Reduce -2.0% | 476,269 | $52.4M |
| Wells Fargo & Company | 0.01% | Reduce -8.2% | 435,706 | $48.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.9% | 423,172 | $46.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -24.6% | 406,222 | $44.7M |
| Nomura Asset Management Co. Ltd. | 0.12% | Add +9.6% | 368,322 | $40.6M |
| ExodusPoint Capital Management, LP | 0.41% | Add +5.0% | 359,822 | $39.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +3.6% | 324,381 | $35.7M |
| Barclays PLC | 0.02% | Reduce -0.8% | 306,637 | $33.8M |
| Swiss National Bank | 0.02% | Reduce -4.8% | 300,565 | $33.1M |
| Raymond James Financial Inc. | 0.01% | — | 299,563 | $33.0M |
| Douglas Lane & Associates, LLC | 0.42% | Add +6.7% | 271,299 | $29.9M |
| Candlestick Capital Management LP | 1.06% | Reduce -36.2% | 267,537 | $29.5M |
| TD Asset Management Inc | 0.02% | Reduce -19.2% | 248,598 | $27.4M |
| Bank of Montreal | 0.01% | Reduce -66.8% | 243,245 | $26.8M |
| Advisors Capital Management, LLC | 0.41% | Add +2.7% | 236,944 | $26.1M |
| Renaissance Technologies | 0.04% | Reduce -36.6% | 219,213 | $24.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -5.7% | 218,108 | $24.0M |
| Worldquant Millennium Advisors LLC | 0.15% | Add +10.6% | 217,253 | $23.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +6.0% | 211,731 | $23.6M |
| BNP Paribas Financial Markets | 0.02% | Add +131.6% | 210,406 | $23.2M |
| Alliancebernstein L.P. | 0.01% | Add +63.0% | 208,242 | $22.9M |
| HSBC Holdings PLC | 0.01% | Add +21.5% | 207,095 | $22.8M |
| Voloridge Investment Management, LLC | 0.08% | Reduce -28.2% | 206,007 | $22.7M |
| Cwm, LLC | 0.09% | Add +1.1% | 200,827 | $22.1M |
| Verition Fund Management LLC | 0.11% | Add +11.1% | 195,962 | $21.6M |
| Rhumbline Advisers | 0.02% | Reduce -3.1% | 195,230 | $21.5M |
| Prudential Financial Inc. | 0.03% | Add +164.2% | 180,291 | $19.9M |
| California State Teachers Retirement System | 0.02% | Reduce -8.7% | 176,947 | $19.5M |
| Victory Capital Management Inc. | 0.02% | Add +13.6% | 172,860 | $19.0M |
| Man Group plc | 0.06% | Add +435.5% | 163,555 | $18.0M |
| Lazard Asset Management LLC | 0.03% | Add +1.6% | 162,556 | $17.9M |
| Royal Bank of Canada | 0.00% | Add +13.1% | 162,539 | $17.9M |
| GAMCO Investors | 0.18% | Reduce -4.8% | 154,405 | $17.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.6% | 151,950 | $16.7M |
| Stifel Financial Corp. | 0.02% | Reduce -13.0% | 147,433 | $16.2M |
| AQR Capital Management | 0.02% | Reduce -51.7% | 146,614 | $16.1M |
| Trexquant Investment LP | 0.19% | New | 144,265 | $15.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +2.0% | 143,002 | $15.7M |
| Speece Thorson Capital Group Inc. | 3.07% | Add +24.5% | 141,485 | $15.6M |
| Gabelli Funds LLC | 0.12% | Reduce -0.5% | 137,100 | $15.1M |
| Swedbank AB | 0.02% | Add +5.0% | 136,999 | $15.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.2% | 133,862 | $14.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.1% | 131,104 | $14.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.94% | Reduce -0.0% | 123,332 | $13.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | — | 113,208 | $12.5M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -23.7% | 111,293 | $12.3M |
| Citigroup Inc. | 0.01% | Reduce -11.8% | 108,017 | $11.9M |
| Sei Investments Co. | 0.02% | Add +5.3% | 107,507 | $11.8M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -15.1% | 105,508 | $11.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.4% | 103,593 | $11.4M |
| Cerity Partners LLC | 0.02% | Reduce -0.9% | 101,948 | $11.3M |
| Allianz Asset Management GmbH | 0.02% | Reduce -17.5% | 101,060 | $11.1M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -0.9% | 99,427 | $10.9M |
| Storebrand Asset Management As | 0.03% | Reduce -16.8% | 98,990 | $10.9M |
| Tudor Investment Corporation | 0.12% | Reduce -13.6% | 98,584 | $10.9M |
| LPL Financial LLC | 0.00% | Add +0.1% | 94,152 | $10.4M |
| Meiji Yasuda Asset Management Co Ltd. | 0.37% | Add +2.3% | 87,501 | $9.6M |
| Aquatic Capital Management LLC | 0.26% | Reduce -40.6% | 86,333 | $9.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.8% | 83,831 | $9.2M |
| New York State Teachers Retirement System | 0.02% | Reduce -7.3% | 82,661 | $9.1M |
| AXA S.A. | 0.03% | Reduce -2.3% | 80,134 | $8.8M |
| Kingsview Wealth Management, LLC | 0.17% | Add +9.4% | 80,113 | $8.8M |
| Crestline Management, L.P. | 0.31% | Add +34.3% | 79,958 | $8.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -10.9% | 79,755 | $8.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -28.0% | 78,925 | $8.7M |
| Gotham Asset Management | 0.08% | Add +36.4% | 78,169 | $8.6M |
| Danske Bank A/S | 0.02% | Reduce -7.6% | 75,502 | $8.3M |
| Asset Management One Co., Ltd. | 0.03% | Add +1.8% | 73,222 | $8.1M |
| Illinois Municipal Retirement Fund | 0.11% | Reduce -1.7% | 72,871 | $8.0M |
| Cresset Asset Management, LLC | 0.04% | Reduce -14.9% | 71,947 | $7.9M |
| Bridgewater Associates | 0.04% | Reduce -28.0% | 70,074 | $7.7M |
| Clark & Stuart, Inc | 5.61% | — | 69,623 | $7.7M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -1.6% | 69,448 | $7.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -5.2% | 68,225 | $7.5M |
| Sage Capital Advisors,llc | 1.92% | Add +0.9% | 66,815 | $7.4M |
| Blair William & Co. | 0.02% | Reduce -17.2% | 66,494 | $7.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.4% | 64,975 | $7.2M |
| Daymark Wealth Partners, LLC | 0.30% | Add +9.6% | 64,308 | $7.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +13.9% | 64,092 | $7.1M |
| Aviva PLC | 0.02% | Add +1586.4% | 64,033 | $7.1M |
| Vontobel Holding Ltd. | 0.02% | Reduce -1.2% | 63,449 | $7.0M |
| Quantinno Capital Management LP | 0.07% | Add +88.7% | 61,391 | $6.8M |
| Visionary Wealth Advisors | 0.39% | Add +1.5% | 60,642 | $6.7M |
| Yousif Capital Management, LLC | 0.07% | Reduce -11.6% | 58,758 | $6.5M |
| Captrust Financial Advisors | 0.02% | Add +3.0% | 58,713 | $6.5M |
| Squarepoint Ops LLC | 0.02% | Add +1946.3% | 58,625 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Add +154.9% | 57,220 | $6.3M |
| Toronto Dominion Bank | 0.01% | Add +27.3% | 56,964 | $6.3M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -2.1% | 56,868 | $6.3M |
| Westwood Holdings Group Inc. | 0.05% | No change | 56,816 | $6.3M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +4.3% | 55,696 | $6.1M |
| Corient Private Wealth LP | 0.01% | Add +6.5% | 55,767 | $6.1M |
| HighTower Advisors, LLC | 0.01% | Add +9.6% | 54,554 | $6.0M |
| Reik & Co., LLC | 1.43% | Reduce -2.6% | 54,015 | $5.9M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -0.9% | 53,873 | $5.9M |
| Holocene Advisors, LP | 0.02% | Add +31.5% | 53,698 | $5.9M |
| Goelzer Investment Management, Inc. | 0.34% | Reduce -4.1% | 53,581 | $5.9M |
| Korea Investment CORP | 0.01% | Reduce -4.9% | 52,663 | $5.8M |
| Cornerstone Capital, Inc. | 0.61% | Reduce -28.9% | 52,395 | $5.8M |
| National Bank of Canada | 0.01% | Add +9.9% | 50,068 | $5.5M |
| M&T Bank Corp | 0.02% | Reduce -2.3% | 49,872 | $5.5M |
| Commerzbank Aktiengesellschaft | 0.13% | Reduce -0.5% | 47,633 | $5.2M |
| Hudson Edge Investment Partners Inc. | 0.90% | Add +13.8% | 44,209 | $4.9M |
| Tobam | 1.48% | Reduce -46.7% | 44,181 | $4.9M |
| Trajan Wealth LLC | 0.26% | Add +11.0% | 43,342 | $4.8M |
| AMF Tjanstepension AB | 0.03% | Reduce -89.8% | 43,214 | $4.8M |
| Parthenon LLC | 0.57% | Reduce -4.1% | 42,712 | $4.7M |
| Focus Partners Wealth | 0.01% | Add +357.9% | 41,891 | $4.6M |
| Mn Services Vermogensbeheer B.V. | 0.03% | No change | 41,884 | $4.6M |
| Cibc World Markets Corp. | 0.03% | Add +15.1% | 41,775 | $4.6M |
| Te Ahumairangi Investment Management Ltd | 0.96% | Reduce -5.2% | 41,639 | $4.6M |
| Calydon Capital | 0.90% | Add +2.2% | 41,421 | $4.6M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -4.2% | 41,352 | $4.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -20.9% | 40,389 | $4.4M |
| Ethic Inc. | 0.09% | Add +15.5% | 40,229 | $4.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -61.7% | 38,775 | $4.3M |
| GHP Investment Advisors, Inc. | 0.20% | Reduce -7.2% | 38,537 | $4.2M |
| KLP Kapitalforvaltning As | 0.02% | — | 38,023 | $4.2M |
| US Bancorp \de | 0.01% | Reduce -8.2% | 37,797 | $4.2M |
| Edgestream Partners, L.P. | 0.17% | Add +201.2% | 37,292 | $4.1M |
| Aberdeen Group plc | 0.01% | Reduce -7.1% | 37,146 | $4.1M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -4.1% | 36,935 | $4.1M |
| McDonald Partners LLC | 1.03% | Reduce -7.8% | 36,622 | $4.0M |
| Creative Planning | 0.00% | Reduce -5.8% | 36,131 | $4.0M |
| Engineers Gate Manager LP | 0.07% | Add +310.4% | 35,738 | $3.9M |
| MAI Capital Management | 0.03% | Add +124.2% | 35,486 | $3.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.4% | 35,451 | $3.9M |
| Intact Investment Management Inc. | 0.14% | Reduce -16.5% | 35,400 | $3.9M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -1.6% | 35,290 | $3.9M |
| Credit Agricole S A | 0.01% | Add +61.3% | 34,887 | $3.8M |
| State of Michigan Retirement System | 0.02% | Add +4.2% | 34,861 | $3.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | — | 34,094 | $3.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Reduce -7.9% | 33,877 | $3.7M |
| Franklin Resources Inc. | 0.00% | Reduce -2.8% | 32,872 | $3.6M |
| Keybank National Association | 0.01% | Reduce -1.3% | 32,432 | $3.6M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 32,604 | $3.6M |
| D.A. Davidson & Co. | 0.03% | Reduce -8.6% | 32,350 | $3.6M |
| HRT Financial LP | 0.02% | Reduce -37.5% | 31,946 | $3.5M |
| Caption Management, LLC | 0.15% | New | 31,900 | $3.5M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +16.7% | 31,485 | $3.5M |
| Arizona State Retirement System | 0.02% | Add +1.4% | 30,906 | $3.4M |
| Panagora Asset Management Inc. | 0.02% | Add +29.3% | 30,637 | $3.4M |
| Silver Lake Advisory, LLC | 1.48% | Add +3.0% | 30,500 | $3.4M |
| Hourglass Capital, LLC | 0.92% | Add +5.9% | 30,380 | $3.3M |
| Voya Investment Management LLC | 0.00% | Reduce -7.5% | 30,056 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.8% | 29,949 | $3.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +17.4% | 30,014 | $3.3M |
| Ancora Advisors LLC | 0.07% | Add +5.5% | 29,651 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | Reduce -37.9% | 29,300 | $3.2M |
| AE Wealth Management LLC | 0.03% | Add +26.4% | 28,769 | $3.2M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +2.9% | 28,656 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -51.9% | 28,498 | $3.1M |
| Mariner, LLC | 0.01% | Add +6.3% | 28,260 | $3.1M |
| MetLife Investment Management, LLC | 0.02% | Add +1.8% | 28,105 | $3.1M |
| Toth Financial Advisory Corp. | 0.36% | Reduce -5.8% | 27,662 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -21.2% | 29,866 | $3.0M |
| Shorepoint Capital Partners LLC | 0.69% | Add +3.1% | 27,213 | $3.0M |
| Corebridge Financial, Inc. | 0.02% | Reduce -4.4% | 26,972 | $3.0M |
| USS Investment Management Ltd | 0.02% | No change | 26,700 | $2.9M |
| Bessemer Group Inc. | 0.00% | Reduce -4.3% | 25,998 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +7.9% | 25,708 | $2.8M |
| New York Life Investment Management LLC | 0.03% | Reduce -6.0% | 25,332 | $2.8M |
| SG Americas Securities, LLC | 0.01% | Add +285.4% | 25,304 | $2.8M |
| DNB Asset Management AS | 0.01% | Add +2.6% | 25,236 | $2.8M |
| Forsta Ap-Fonden | 0.02% | Reduce -18.7% | 24,800 | $2.7M |
| Fieldview Capital Management, LLC | 0.42% | — | 24,783 | $2.7M |
| KBC Group NV | 0.01% | Add +0.1% | 24,061 | $2.6M |
| Comerica Bank | 0.01% | Reduce -12.1% | 24,030 | $2.6M |
| apricus wealth, LLC | 1.71% | Add +3.0% | 23,957 | $2.6M |
| Cetera Investment Advisers | 0.01% | Reduce -6.1% | 23,888 | $2.6M |
| Joseph Group Capital Management | 1.03% | Add +14.3% | 23,729 | $2.6M |
| Rodgers Brothers Inc. | 0.34% | Reduce -38.8% | 23,602 | $2.6M |
| Stephens Inc. | 0.04% | Reduce -4.7% | 23,599 | $2.6M |
| Czech National Bank | 0.02% | Add +6.4% | 23,071 | $2.5M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.3% | 23,037 | $2.5M |
| Alaska Permanent Fund Corp | 0.04% | No change | 22,991 | $2.5M |
| Mizuho Markets Americas LLC | 0.05% | Reduce -54.0% | 22,949 | $2.5M |
| Benjamin Edwards Inc. | 0.04% | Add +5.2% | 22,699 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -2.4% | 22,625 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 22,460 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +31.1% | 21,869 | $2.4M |
| Mutual Advisors, LLC | 0.07% | Add +1074.2% | 23,355 | $2.4M |
| Intech Investment Management LLC | 0.02% | Reduce -48.8% | 21,226 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.1% | 21,039 | $2.3M |
| Jamison Private Wealth Management, Inc. | 0.34% | Add +1.6% | 20,952 | $2.3M |
| IFM Investors Pty Ltd | 0.02% | Reduce -6.0% | 20,931 | $2.3M |
| State of Alaska, Department of Revenue | 0.03% | Add +7.6% | 20,633 | $2.3M |
| Wolverine Trading, LLC | 0.05% | Add +191.1% | 20,660 | $2.3M |
| Qsemble Capital Management, LP | 0.30% | New | 20,520 | $2.3M |
| Amalgamated Bank | 0.02% | Reduce -1.6% | 20,415 | $2.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +14.7% | 20,372 | $2.2M |
| Walleye Capital LLC | 0.02% | Add +2058.6% | 20,118 | $2.2M |
| Coldstream Capital Management Inc. | 0.05% | Add +0.8% | 19,652 | $2.2M |
| Cinctive Capital Management LP | 0.11% | New | 19,262 | $2.1M |
| Marshall Wace, LLP | 0.00% | Reduce -87.0% | 18,700 | $2.1M |
| CIBC Asset Management Inc | 0.01% | Add +2.5% | 18,600 | $2.0M |
| Schroder Investment Management Group | 0.00% | Add +42.3% | 18,509 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.9% | 18,192 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +41.1% | 18,072 | $2.0M |
| UniSuper Management Pty Ltd | 0.01% | Add +23.3% | 18,059 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.3% | 17,677 | $1.9M |
| Cibc World Market Inc. | 0.00% | Reduce -3.1% | 17,552 | $1.9M |
| S&T Bank | 0.61% | Reduce -9.9% | 17,504 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +39.6% | 17,471 | $1.9M |
| Ostrum Asset Management | 0.16% | Reduce -36.8% | 17,266 | $1.9M |
| Utah Retirement Systems | 0.02% | Add +0.6% | 17,146 | $1.9M |
| Hunter Associates Investment Management LLC | 0.28% | Add +3.2% | 16,825 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.2% | 16,727 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -31.1% | 16,674 | $1.8M |
| Anchor Investment Management, LLC | 0.17% | Reduce -14.4% | 16,430 | $1.8M |
| Groupe la Francaise | 0.04% | — | 16,349 | $1.8M |
| Wealthfront Advisers LLC | 0.01% | Reduce -57.6% | 16,187 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.5% | 15,980 | $1.8M |
| Huntington National Bank | 0.02% | Add +0.8% | 15,939 | $1.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -29.6% | 15,762 | $1.7M |
| Machina Capital S.A.S. | 0.73% | New | 15,759 | $1.7M |
| Weaver C. Barksdale & Associates, Inc. | 1.65% | Reduce -2.4% | 15,672 | $1.7M |
| Boussard & Gavaudan Investment Management LLP | 0.22% | New | 15,422 | $1.7M |
| Blackhawk Capital Partners, LLC | 0.88% | Add +20.2% | 15,365 | $1.7M |
| Pacer Advisors, Inc. | 0.00% | Add +30.3% | 15,253 | $1.7M |
| Cullen Capital Management, LLC | 0.02% | Add +15.7% | 15,159 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 14,961 | $1.6M |
| Hussman Strategic Advisors, Inc. | 0.48% | Reduce -30.0% | 14,700 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Add +8.6% | 14,688 | $1.6M |
| Fairfield, Bush & Co. | 0.94% | Reduce -9.7% | 14,572 | $1.6M |
| Scotia Capital Inc. | 0.01% | Add +15.1% | 14,377 | $1.6M |
| Creative Financial Designs Inc. | 0.13% | Add +4.7% | 14,345 | $1.6M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +0.3% | 14,224 | $1.6M |
| Dynamic Technology Lab Private Ltd | 0.25% | New | 14,221 | $1.6M |
| Bank of Nova Scotia | 0.00% | Add +4.3% | 14,200 | $1.6M |
| Xponance LLC | 0.01% | Reduce -2.6% | 14,157 | $1.6M |
| Daiwa Securities Group Inc. | 0.01% | Add +7.7% | 14,039 | $1.5M |
| Canada Pension Plan Investment Board | 0.00% | No change | 13,900 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -9.8% | 13,871 | $1.5M |
| ING Groep NV | 0.01% | Reduce -3.5% | 13,843 | $1.5M |
| Beese Fulmer Investment Management, Inc. | 0.13% | Reduce -4.8% | 13,818 | $1.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +1145.3% | 13,761 | $1.5M |
| Virtu Financial LLC | 0.08% | New | 13,638 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.3% | 13,546 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +0.3% | 13,535 | $1.5M |
| Federated Hermes, Inc. | 0.00% | Add +3.6% | 13,457 | $1.5M |
| Resonant Capital Advisors, LLC | 0.11% | Add +1.5% | 13,369 | $1.5M |
| Fifth Third Bancorp | 0.01% | Add +0.3% | 13,364 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +124.8% | 13,355 | $1.5M |
| Public Sector Pension Investment Board | 0.01% | Add +188.5% | 13,322 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Add +1.9% | 13,207 | $1.5M |
| Signal Advisors Wealth, LLC | 0.16% | Add +336.3% | 12,950 | $1.4M |
| Lecap Asset Management Ltd. | 0.38% | New | 12,853 | $1.4M |
| Wbi Investments, LLC | 0.35% | New | 12,850 | $1.4M |
| Curbstone Financial Management Corp | 0.30% | No change | 12,758 | $1.4M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.8% | 12,754 | $1.4M |
| Mark Sheptoff Financial Planning, LLC | 0.73% | Reduce -8.9% | 12,422 | $1.4M |
| Pensionfund Sabic | 0.36% | Add +39.8% | 12,300 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Add +18.8% | 12,239 | $1.3M |
| Candriam S.C.A. | 0.01% | Add +9.4% | 12,149 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -12.5% | 12,011 | $1.3M |
| Bailard, Inc. | 0.03% | Reduce -2.4% | 12,000 | $1.3M |
| Commerce Bank | 0.01% | Reduce -21.6% | 11,748 | $1.3M |
| Composition Wealth, LLC | 0.03% | New | 11,564 | $1.3M |
| Tidal Investments LLC | 0.01% | Reduce -23.5% | 11,507 | $1.3M |
| Nisa Investment Advisors, LLC | 0.00% | Add +88.9% | 11,465 | $1.3M |
| Quantbot Technologies LP | 0.05% | New | 11,450 | $1.3M |
| Palumbo Wealth Management LLC | 0.47% | Reduce -19.0% | 11,420 | $1.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +2.1% | 11,340 | $1.2M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 11,323 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -1.7% | 11,077 | $1.2M |
| Capstone Investment Advisors, LLC | 0.02% | Add +79.3% | 11,031 | $1.2M |
| Swiss Life Asset Management Ltd | 0.01% | New | 11,009 | $1.2M |
| Fox Run Management, L.L.C. | 0.22% | New | 10,904 | $1.2M |
| Bayesian Capital Management, LP | 0.15% | New | 10,900 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Reduce -30.6% | 10,770 | $1.2M |
| &partners | 0.01% | Add +26.4% | 10,595 | $1.2M |
| Edmp, Inc. | 1.12% | Add +1.4% | 10,703 | $1.2M |
| Achmea Investment Management B.V. | 0.02% | Add +10.4% | 10,609 | $1.2M |
| Culbertson A N & Co. Inc. | 0.18% | Reduce -6.1% | 10,472 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -1.8% | 10,451 | $1.2M |
| Bahl & Gaynor LLC | 0.01% | Reduce -4.3% | 10,421 | $1.1M |
| 111 Capital | 0.24% | — | 10,397 | $1.1M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0.65% | Reduce -10.1% | 10,191 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -5.0% | 10,121 | $1.1M |
| NJ State Employees Deferred Compensation Plan | 0.14% | No change | 10,105 | $1.1M |
| Empowered Funds, LLC | 0.02% | Add +9.4% | 10,103 | $1.1M |
| Mizuho Securities USA LLC | 0.02% | Add +46.1% | 10,085 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +12.9% | 10,032 | $1.1M |
| Alpha Omega Wealth Management LLC | 0.21% | Reduce -1.0% | 10,017 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 10,000 | $1.1M |
| Hudson Bay Capital Management LP | 0.01% | Reduce -73.0% | 10,000 | $1.1M |
| Axq Capital, LP | 0.49% | New | 9,884 | $1.1M |
| Versor Investments LP | 0.19% | New | 9,800 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -0.6% | 9,759 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -77.0% | 9,760 | $1.1M |
| Farmers Trust Co. | 0.20% | Reduce -2.4% | 9,737 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.3% | 9,695 | $1.1M |
| D.B. Root & Company, LLC | 0.34% | Add +3.1% | 9,596 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -36.9% | 9,533 | $1.0M |
| Radnor Capital Management, LLC | 0.17% | Reduce -2.6% | 9,441 | $1.0M |
| Kinloch Capital, LLC | 0.52% | Reduce -15.8% | 9,353 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +9.8% | 9,274 | $1.0M |
| Rafferty Asset Management, LLC | 0.00% | Add +12.5% | 9,244 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Add +0.3% | 9,231 | $1.0M |
| Probity Advisors, Inc. | 0.19% | Add +4.0% | 9,143 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.1% | 9,120 | $1.0M |
| Aristotle Capital Management, LLC | 0.00% | Reduce -4.3% | 8,967 | $987K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -10.6% | 8,940 | $985K |
| Flputnam Investment Management Co. | 0.02% | New | 8,910 | $981K |
| Naples Global Advisors, LLC | 0.09% | Reduce -0.9% | 8,861 | $976K |
| Alberta Investment Management Corp | 0.01% | No change | 8,400 | $925K |
| Eads & Heald Wealth Management | 0.45% | Reduce -0.6% | 8,378 | $923K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -2.6% | 8,262 | $909K |
| Philip James Wealth Mangement, LLC | 0.12% | Add +302.3% | 8,190 | $902K |
| Allworth Financial LP | 0.01% | Add +373.8% | 8,812 | $900K |
| CCM Investment Group, LLC | 0.10% | — | 8,105 | $891K |
| Generali Asset Management SPA SGR | 0.02% | — | 8,066 | $888K |
| Twin Capital Management Inc. | 0.10% | Add +4.8% | 8,059 | $887K |
| Bridgefront Capital, LLC | 0.30% | New | 7,977 | $878K |
| Greenleaf Trust | 0.01% | Add +31.3% | 7,960 | $877K |
| Richard C. Young & CO., LTD. | 0.09% | Reduce -8.3% | 7,901 | $870K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -3.1% | 7,889 | $869K |
| Lido Advisors, LLC | 0.01% | Add +0.5% | 7,886 | $868K |
| Atria Investments, Inc | 0.01% | Add +11.0% | 7,812 | $860K |
| Sherbrooke Park Advisers LLC | 0.27% | New | 7,731 | $851K |
| Cullen Investment Group, LTD. | 0.13% | Reduce -2.2% | 7,730 | $851K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -13.1% | 7,630 | $840K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.2% | 7,708 | $831K |
| Humankind Investments LLC | 0.21% | Add +16.4% | 7,386 | $813K |
| CreativeOne Wealth, LLC | 0.02% | Add +3.1% | 7,344 | $809K |
| Kentucky Retirement Systems | 0.02% | Reduce -1.4% | 7,314 | $805K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -1.0% | 7,294 | $803K |
| Mackenzie Financial Corp. | 0.00% | Reduce -17.5% | 7,188 | $792K |
| Wedbush Securities Inc. | 0.03% | Add +4.1% | 7,150 | $787K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 7,073 | $779K |
| Gallagher Fiduciary Advisors, LLC | 0.15% | Add +28.4% | 7,049 | $776K |
| Diversified Trust Co. | 0.02% | Add +1.0% | 6,961 | $767K |
| Orange Investment Advisors, Inc. | 0.09% | Reduce -8.3% | 6,940 | $764K |
| Round Hill Asset Management | 0.53% | No change | 6,836 | $753K |
| Westhampton Capital, LLC | 0.38% | Add +4.5% | 6,743 | $743K |
| SageView Advisory Group, LLC | 0.03% | Add +244.3% | 6,732 | $741K |
| Bokf, NA | 0.01% | Reduce -10.9% | 7,194 | $726K |
| CI Investments Inc. | 0.00% | Add +4.2% | 6,586 | $725K |
| Hartford Investment Management Co. | 0.02% | Reduce -1.9% | 6,551 | $721K |
| Gen-Wealth Partners Inc | 0.31% | Add +1.3% | 6,494 | $715K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +128.9% | 6,452 | $710K |
| Landscape Capital Management, L.L.C. | 0.08% | Reduce -53.2% | 6,440 | $709K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -8.8% | 6,398 | $705K |
| Woodline Partners LP | 0.00% | New | 6,390 | $704K |
| Meyer Handelman Co. | 0.02% | Add +42.0% | 6,363 | $701K |
| NewEdge Advisors, LLC | 0.00% | Reduce -83.1% | 6,284 | $692K |
| Perigon Wealth Management, LLC | 0.02% | Add +16.3% | 6,723 | $689K |
| DoubleLine ETF Adviser LP | 0.19% | Add +2.8% | 6,236 | $687K |
| Alkeme Wealth, LLC | 0.31% | Reduce -22.9% | 6,180 | $680K |
| Sterling Capital Management LLC | 0.01% | Add +55.5% | 6,117 | $674K |
| Foster & Motley Inc. | 0.04% | Reduce -61.8% | 6,050 | $666K |
| Venture Visionary Partners LLC | 0.03% | Reduce -78.5% | 6,003 | $661K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -33.3% | 5,971 | $658K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 5,938 | $654K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,892 | $649K |
| Independent Advisor Alliance | 0.01% | Add +14.4% | 5,841 | $643K |
| Semanteon Capital Management, LP | 0.34% | New | 5,824 | $641K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -5.0% | 5,700 | $628K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.9% | 5,677 | $625K |
| Burney Co./ | 0.02% | Add +2.4% | 5,628 | $620K |
| Greenwich Wealth Management LLC | 0.04% | Add +4.8% | 5,601 | $617K |
| Greenfield Seitz Capital Management, LLC | 0.23% | Add +0.1% | 5,572 | $614K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -1.5% | 5,548 | $611K |
| Clean Yield Group | 0.19% | Reduce -0.9% | 5,517 | $608K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.5% | 5,512 | $607K |
| Sound Financial Strategies Group, LLC | 0.50% | Add +20.2% | 5,486 | $604K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -9.5% | 5,467 | $602K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.8% | 5,458 | $601K |
| Aurdan Capital Management, LLC | 0.23% | — | 5,400 | $595K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -3.0% | 5,295 | $583K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.4% | 5,288 | $582K |
| Mgo One Seven LLC | 0.02% | Add +6.3% | 5,186 | $571K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -1.9% | 5,122 | $564K |
| Scientech Research LLC | 0.16% | New | 5,117 | $563K |
| M&G PLC | 0.00% | No change | 5,120 | $563K |
| Clearstead Advisors, LLC | 0.01% | Reduce -22.3% | 5,099 | $562K |
| AssuredPartners Investment Advisors, LLC | 0.11% | — | 5,075 | $559K |
| Private Capital Management, LLC | 0.06% | Add +31.3% | 5,038 | $555K |
| Code Waechter LLC | 0.48% | Add +2.5% | 5,023 | $553K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Reduce -7.4% | 5,019 | $553K |
| Painted Porch Advisors LLC | 0.27% | No change | 5,002 | $551K |
| Quinn Opportunity Partners LLC | 0.04% | No change | 5,000 | $551K |
| Tredje AP-fonden | 0.00% | Reduce -50.0% | 4,892 | $539K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -15.7% | 4,839 | $533K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -4.4% | 4,783 | $533K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.5% | 4,980 | $525K |
| Brown Advisory Inc. | 0.00% | Reduce -0.4% | 4,683 | $516K |
| PARK CIRCLE Co | 0.47% | No change | 4,680 | $515K |
| Van Eck Associates Corp. | 0.00% | Reduce -1.9% | 4,629 | $510K |
| Macquarie Group Ltd. | 0.00% | Add +108.8% | 8,785 | $510K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -15.9% | 4,590 | $505K |
| Norinchukin Bank, The | 0.01% | Add +7.5% | 4,590 | $505K |
| Smith, Moore & Co. | 0.05% | Reduce -3.9% | 4,567 | $503K |
| FORA Capital, LLC | 0.06% | New | 4,552 | $501K |
| Palisade Asset Management, LLC | 0.05% | Reduce -1.5% | 4,540 | $500K |
| Rowlandmiller & Partners.adv | 0.10% | Reduce -0.9% | 4,534 | $499K |
| Kimelman & Baird, LLC | 0.04% | No change | 4,500 | $496K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +4.0% | 4,494 | $495K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +1.1% | 4,469 | $492K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +20.6% | 4,446 | $490K |
| Global X Japan Co., Ltd. | 0.06% | Add +23.0% | 4,445 | $489K |
| Caprock Group, LLC | 0.02% | Reduce -20.1% | 4,313 | $475K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -27.8% | 4,227 | $465K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.5% | 4,197 | $462K |
| South Dakota Investment Council | 0.01% | No change | 4,188 | $461K |
| BTS Asset Management, Inc. | 0.46% | New | 4,164 | $459K |
| Parallel Advisors, LLC | 0.01% | Reduce -12.4% | 4,017 | $442K |
| HB Wealth Management, LLC | 0.00% | Reduce -11.2% | 4,011 | $442K |
| North Star Investment Management Corp. | 0.03% | Reduce -1.4% | 3,963 | $436K |
| Mendel Money Management | 0.19% | Add +3.1% | 3,933 | $433K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -25.6% | 3,931 | $433K |
| Prospera Financial Services Inc | 0.01% | Reduce -14.3% | 3,879 | $428K |
| Peddock Capital Advisors, LLC | 0.10% | Reduce -8.1% | 3,871 | $426K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -9.2% | 3,836 | $422K |
| Money Concepts Capital Corp. | 0.03% | Reduce -3.0% | 3,793 | $418K |
| Safe Harbor Fiduciary, LLC | 0.42% | Add +4.1% | 3,743 | $412K |
| Headinvest, LLC | 0.08% | Reduce -14.0% | 3,712 | $409K |
| GAMMA Investing LLC | 0.03% | Reduce -3.6% | 3,712 | $409K |
| Forza Wealth Management, LLC | 0.19% | Reduce -0.8% | 3,710 | $409K |
| S.A. Mason LLC | 0.21% | Add +4.4% | 3,699 | $407K |
| Nebula Research & Development LLC | 0.05% | New | 3,671 | $404K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -16.1% | 3,665 | $404K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 3,649 | $402K |
| Grey Ledge Advisors, LLC | 0.10% | Reduce -24.1% | 3,585 | $395K |
| Empirical Finance, LLC | 0.02% | Reduce -0.9% | 3,584 | $395K |
| V-Square Quantitative Management LLC | 0.06% | Reduce -2.3% | 3,547 | $391K |
| Metis Global Partners, LLC | 0.01% | Add +3.9% | 3,540 | $390K |
| Main Street Research LLC | 0.02% | No change | 3,539 | $390K |
| Riverwater Partners LLC | 0.19% | Reduce -45.4% | 3,530 | $389K |
| Hilltop Holdings Inc. | 0.02% | Reduce -2.7% | 3,524 | $388K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -9.4% | 3,521 | $388K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.3% | 3,508 | $386K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.07% | Add +18.1% | 3,723 | $386K |
| Nomura Holdings Inc. | 0.00% | Add +99.2% | 3,502 | $386K |
| Schulhoff & Co. Inc. | 0.14% | No change | 3,477 | $383K |
| CSS LLC | 0.07% | Reduce -0.9% | 3,470 | $382K |
| Burns J W & Co. Inc. | 0.05% | Reduce -24.7% | 3,470 | $382K |
| KG Capital Management | 0.12% | Add +60.2% | 3,460 | $381K |
| Aviance Capital Partners, LLC | 0.05% | Add +5.0% | 3,404 | $375K |
| Praxis Investment Management Inc. | 0.02% | Reduce -39.8% | 3,390 | $373K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 3,380 | $372K |
| Ingalls & Snyder LLC | 0.01% | Reduce -12.7% | 3,368 | $371K |
| SlateStone Wealth, LLC | 0.04% | Reduce -16.8% | 3,320 | $366K |
| Sonora Investment Management Group, LLC | 0.03% | No change | 3,302 | $364K |
| Allstate Corp. | 0.01% | New | 3,279 | $361K |
| Neo Ivy Capital Management | 0.07% | New | 3,279 | $361K |
| Longfellow Investment Management Co. LLC | 0.09% | Reduce -6.0% | 3,212 | $354K |
| Dark Forest Capital Management LP | 0.05% | Reduce -7.5% | 3,182 | $350K |
| CW Advisors, LLC | 0.00% | Add +34.3% | 3,134 | $345K |
| Fiera Capital Corp | 0.00% | Reduce -20.5% | 3,106 | $342K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -3.4% | 3,096 | $341K |
| Physicians Financial Services, Inc. | 0.10% | Reduce -3.9% | 3,060 | $337K |
| Wesbanco Bank Inc. | 0.01% | Reduce -24.7% | 3,043 | $335K |
| CoreCap Advisors, LLC | 0.02% | Reduce -1.7% | 3,007 | $331K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | Reduce -28.5% | 3,006 | $331K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.20% | — | 3,000 | $330K |
| Avalon Trust Co | 0.02% | No change | 3,000 | $330K |
| Forum Financial Management, LP | 0.01% | Add +44.9% | 2,997 | $330K |
| Baker Ellis Asset Management LLC | 0.05% | Reduce -10.9% | 2,995 | $330K |
| Hengehold Capital Management LLC | 0.03% | Add +1.1% | 2,968 | $327K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -3.0% | 2,923 | $322K |
| Mission Creek Capital Partners, Inc. | 0.07% | No change | 2,911 | $321K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.12% | Reduce -4.5% | 3,002 | $312K |
| Sigma Planning Corp | 0.01% | Reduce -31.1% | 2,833 | $312K |
| Quadrature Capital Ltd | 0.01% | New | 2,809 | $309K |
| Romano Brothers and Company | 0.04% | Reduce -6.5% | 2,793 | $308K |
| Summit Financial, LLC | 0.01% | Reduce -1.9% | 2,789 | $307K |
| XTX Topco Ltd | 0.03% | New | 2,780 | $306K |
| ICW Investment Advisors LLC | 0.13% | Reduce -3.8% | 2,764 | $304K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 2,740 | $302K |
| Trust Co. of Vermont | 0.01% | Add +4.1% | 2,731 | $301K |
| Mitchell Sinkler & Starr | 0.08% | No change | 2,725 | $300K |
| Coho Partners, Ltd. | 0.01% | No change | 2,714 | $299K |
| Brave Asset Management Inc. | 0.09% | Reduce -4.3% | 2,705 | $298K |
| Maridea Wealth Management LLC | 0.10% | — | 2,676 | $295K |
| Welch Group, LLC | 0.01% | Add +0.1% | 2,675 | $294K |
| CENTRAL TRUST Co | 0.01% | Reduce -13.2% | 2,654 | $292K |
| Jones Financial Companies LLLP | 0.00% | Reduce -26.9% | 2,623 | $289K |
| American Century Companies Inc. | 0.00% | Reduce -12.6% | 2,614 | $288K |
| Waverly Advisors, LLC | 0.00% | New | 2,589 | $285K |
| Boston Trust Walden Corp | 0.00% | Reduce -69.7% | 2,585 | $285K |
| Kanawha Capital Management LLC | 0.02% | No change | 2,500 | $275K |
| CHICAGO TRUST Co NA | 0.05% | Reduce -0.9% | 2,482 | $273K |
| CWA Asset Management Group, LLC | 0.01% | Add +11.6% | 2,479 | $273K |
| Natixis | 0.00% | Add +14.0% | 2,470 | $272K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -32.7% | 2,463 | $271K |
| SS&H Financial Advisors, Inc. | 0.10% | No change | 2,450 | $270K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -32.2% | 2,448 | $270K |
| Moody National Bank Trust Division | 0.03% | Add +35.9% | 2,425 | $267K |
| International Assets Investment Management, LLC | 0.02% | Add +38.0% | 2,361 | $263K |
| Trueblood Wealth Management, LLC | 0.13% | Reduce -1.4% | 2,364 | $260K |
| Park National Corp. | 0.01% | Reduce -10.2% | 2,360 | $260K |
| Columbus Macro, LLC | 0.04% | New | 2,355 | $259K |
| GatePass Capital, LLC | 0.29% | — | 2,342 | $258K |
| Ballentine Partners, LLC | 0.00% | Reduce -62.4% | 2,328 | $256K |
| Wedgewood Investors Inc. | 0.30% | No change | 2,321 | $256K |
| Marietta Investment Partners LLC | 0.06% | No change | 2,320 | $255K |
| Cadence Bank | 0.02% | No change | 2,316 | $255K |
| Exchange Traded Concepts, LLC | 0.01% | Add +2.4% | 2,314 | $255K |
| Kesler, Norman & Wride, LLC | 0.05% | Reduce -37.0% | 2,308 | $254K |
| FreeGulliver LLC | 0.13% | Reduce -0.7% | 2,300 | $253K |
| Northeast Financial Consultants Inc | 0.01% | Add +15.0% | 2,300 | $253K |
| Pitcairn Co. | 0.01% | Reduce -17.7% | 2,297 | $253K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,289 | $252K |
| Everhart Financial Group, Inc. | 0.05% | Reduce -2.0% | 2,285 | $252K |
| Vestcor Inc | 0.01% | No change | 2,279 | $251K |
| Oxford Asset Management LLP | 0.11% | New | 2,253 | $248K |
| Rossmore Private Capital | 0.03% | No change | 2,250 | $248K |
| Signaturefd, LLC | 0.00% | Reduce -25.1% | 2,250 | $248K |
| First Financial Bank - Trust Division | 0.02% | Reduce -0.2% | 2,232 | $246K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -24.3% | 2,214 | $244K |
| Journey Advisory Group, LLC | 0.03% | No change | 2,234 | $244K |
| Integris Wealth Management, LLC | 0.07% | No change | 2,200 | $242K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -1.6% | 2,173 | $239K |
| Cable Hill Partners, LLC | 0.02% | Add +3.0% | 2,150 | $237K |
| Ossiam | 0.00% | Add +18.6% | 2,139 | $236K |
| Wallace Capital Management Inc. | 0.03% | Add +4.9% | 2,135 | $235K |
| Choreo, LLC | 0.00% | Reduce -19.0% | 2,132 | $234K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.8% | 2,126 | $234K |
| Letson Investment Management, Inc. | 0.09% | No change | 2,120 | $233K |
| Mechanics Financial Corp | 0.10% | No change | 2,100 | $231K |
| Colonial Trust Advisors | 0.02% | No change | 2,100 | $231K |
| EP Wealth Advisors, LLC | 0.00% | Add +11.4% | 2,080 | $229K |
| Atlas Wealth LLC | 0.12% | No change | 2,079 | $229K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -58.1% | 2,078 | $229K |
| Trustmark Bank Trust Department | 0.02% | Add +1.0% | 2,077 | $229K |
| Savant Capital, LLC | 0.00% | Reduce -2.9% | 2,072 | $228K |
| Two Sigma Securities, LLC | 0.04% | Reduce -69.2% | 2,067 | $228K |
| Roberts Glore & Co. Inc. | 0.07% | Reduce -2.4% | 2,063 | $227K |
| Columbia Asset Management | 0.04% | New | 2,057 | $227K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -4.6% | 2,044 | $225K |
| Pinnacle Financial Partners Inc | 0.00% | Add +3.1% | 2,038 | $224K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,078 | $222K |
| Somerset Trust Co | 0.08% | New | 2,009 | $221K |
| Borer Denton & Associates, Inc. | 0.08% | No change | 2,000 | $220K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $220K |
| Regions Financial Corp. | 0.00% | Reduce -0.1% | 1,998 | $220K |
| StoneX Group Inc. | 0.01% | Reduce -3.1% | 1,987 | $219K |
| PFG Investments, LLC | 0.01% | Add +0.2% | 1,953 | $215K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -28.8% | 1,952 | $215K |
| Ieq Capital, LLC | 0.00% | Reduce -63.5% | 1,932 | $213K |
| Townsquare Capital LLC | 0.00% | Reduce -18.9% | 1,913 | $211K |
| Sage Mountain Advisors LLC | 0.02% | Add +2.0% | 1,909 | $210K |
| SouthState Bank Corp | 0.01% | Reduce -20.9% | 1,858 | $205K |
| Gleason Group, Inc. | 0.04% | Add +0.9% | 1,856 | $204K |
| Conestoga Capital Advisors, LLC | 0.00% | Add +6.7% | 1,845 | $203K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +109.9% | 1,837 | $202K |
| Nwam LLC | 0.01% | Reduce -0.1% | 1,827 | $201K |
| Klingman & Associates, LLC | 0.01% | Reduce -4.0% | 1,825 | $201K |
| SPC Financial, Inc. | 0.02% | Reduce -5.2% | 1,820 | $200K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 1,819 | $200K |
| Atlas Capital Advisors Inc. | 0.03% | Add +2516.2% | 1,779 | $196K |
| Delta Asset Management LLC | 0.02% | No change | 1,778 | $196K |
| Mather Group, Llc. | 0.00% | Reduce -9.7% | 1,610 | $177K |
| Adirondack Trust Co. | 0.07% | No change | 1,587 | $175K |
| Mufg Securities Americas Inc. | 0.02% | — | 1,571 | $173K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 1,500 | $165K |
| Smithfield Trust Co | 0.01% | No change | 1,489 | $163K |
| Coastline Trust Co | 0.02% | Reduce -33.8% | 1,470 | $162K |
| Horizon Investments, LLC | 0.00% | Add +1.2% | 1,461 | $161K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 1,458 | $161K |
| Sachetta, LLC | 0.06% | Add +0.8% | 1,393 | $153K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -13.9% | 1,378 | $151K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -33.1% | 1,369 | $151K |
| Centaurus Financial, Inc. | 0.01% | Reduce -16.6% | 1,245 | $137K |
| Leonteq Securities AG | 0.01% | New | 1,233 | $136K |
| Manchester Capital Management LLC | 0.02% | Add +31.5% | 1,227 | $135K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -19.7% | 1,222 | $135K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -3.6% | 1,199 | $132K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 1,203 | $132K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +289.7% | 1,247 | $127K |
| Knuff & Co LLC | 0.04% | No change | 1,058 | $117K |
| Quadrant Capital Group LLC | 0.01% | Reduce -29.1% | 1,053 | $116K |
| Acadian Asset Management LLC | 0.00% | No change | 1,009 | $111K |
| GeoWealth Management, LLC | 0.00% | Add +15.0% | 967 | $106K |
| Crews Bank & Trust | 0.02% | — | 954 | $105K |
| Whittier Trust Co. | 0.00% | No change | 917 | $101K |
| AlphaMark Advisors, LLC | 0.04% | No change | 904 | $100K |
| Y.D. More Investments Ltd | 0.01% | Reduce -0.9% | 888 | $98K |
| First Command Advisory Services, Inc. | 0.00% | New | 861 | $95K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 860 | $94K |
| Sound Income Strategies, LLC | 0.01% | Add +8.8% | 845 | $93K |
| Private Trust Co. NA | 0.01% | Reduce -33.5% | 842 | $93K |
| Golden State Wealth Management, LLC | 0.01% | — | 834 | $92K |
| Fourth Dimension Wealth, LLC | 0.05% | — | 823 | $91K |
| Principal Securities, Inc. | 0.00% | Reduce -2.1% | 819 | $90K |
| Sit Investment Associates Inc. | 0.00% | No change | 780 | $86K |
| St Germain D J Co. Inc. | 0.00% | Add +55.9% | 697 | $77K |
| Blue Trust, Inc. | 0.00% | Reduce -33.2% | 689 | $76K |
| Citizens National Bank Trust Department | 0.02% | No change | 664 | $73K |
| Salem Investment Counselors Inc. | 0.00% | Add +17.9% | 660 | $73K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -44.2% | 615 | $68K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 607 | $67K |
| NBT Bank, N.A. | 0.00% | No change | 601 | $66K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 600 | $66K |
| IFP Advisors, Inc | 0.00% | Reduce -86.1% | 527 | $64K |
| Barrett & Company, Inc. | 0.03% | Add +0.5% | 568 | $63K |
| Lindbrook Capital, LLC | 0.01% | Add +42.8% | 554 | $61K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -22.3% | 539 | $59K |
| Lee Danner & Bass Inc. | 0.00% | New | 538 | $59K |
| Bank of New Hampshire | 0.02% | Reduce -14.4% | 535 | $59K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 540 | $59K |
| Versant Capital Management, Inc | 0.01% | Add +106.3% | 526 | $58K |
| Caldwell Trust Co | 0.01% | No change | 525 | $58K |
| Quarry LP | 0.01% | New | 523 | $58K |
| Brown Brothers Harriman & Co. | 0.00% | Add +21.6% | 523 | $58K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.2% | 511 | $56K |
| UMB Bank, n.a. | 0.00% | Reduce -67.2% | 508 | $56K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -4.7% | 502 | $55K |
| ESL Trust Services, LLC | 0.01% | New | 500 | $55K |
| JNBA Financial Advisors | 0.01% | No change | 486 | $54K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 493 | $53K |
| Group One Trading LLC | 0.00% | Add +30.6% | 478 | $53K |
| Trivant Custom Portfolio Group, LLC | 0.03% | Add +35.7% | 475 | $52K |
| Venturi Wealth Management, LLC | 0.00% | Add +95.1% | 474 | $52K |
| Hexagon Capital Partners LLC | 0.01% | Add +4190.9% | 472 | $52K |
| McIlrath & Eck, LLC | 0.01% | Reduce -56.2% | 449 | $49K |
| Vestor Capital, LLC | 0.00% | No change | 441 | $49K |
| GW&K Investment Management, LLC | 0.00% | No change | 438 | $48K |
| Financial Freedom, LLC | 0.03% | Add +0.2% | 430 | $47K |
| Sentry Investment Management LLC | 0.02% | Reduce -13.9% | 426 | $47K |
| Sandy Spring Bank | 0.00% | Add +1365.5% | 425 | $47K |
| Menard Financial Group LLC | 0.03% | New | 421 | $46K |
| Rothschild Investment LLC | 0.00% | Reduce -0.5% | 411 | $45K |
| First Financial Corp. | 0.02% | Reduce -9.7% | 400 | $44K |
| Ransom Advisory, Ltd | 0.02% | No change | 400 | $44K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 400 | $44K |
| Perkins Coie Trust Co | 0.01% | No change | 392 | $43K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -44.2% | 370 | $41K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 365 | $40K |
| Avior Wealth Management, LLC | 0.00% | Reduce -20.8% | 357 | $39K |
| Studio Investment Management LLC | 0.01% | Add +14.1% | 356 | $39K |
| Hantz Financial Services, Inc. | 0.00% | New | 351 | $39K |
| Monetary Management Group Inc. | 0.01% | No change | 350 | $39K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 350 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +32.2% | 349 | $38K |
| Eastern Bank | 0.00% | No change | 331 | $36K |
| Key Financial Inc | 0.01% | Reduce -6.4% | 308 | $34K |
| Arax Advisory Partners | 0.00% | Reduce -14.0% | 302 | $33K |
| Kieckhefer Group LLC | 0.02% | — | 300 | $33K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -11.9% | 295 | $32K |
| Investors Research Corp | 0.01% | No change | 282 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | Add +2.9% | 281 | $31K |
| Penserra Capital Management LLC | 0.00% | Add +8900.0% | 270 | $29K |
| Measured Risk Portfolios, Inc. | 0.03% | — | 263 | $29K |
| Global Financial Private Client, LLC | 0.01% | Add +2.0% | 259 | $29K |
| Ulland Investment Advisors, LLC | 0.02% | Add +0.8% | 251 | $28K |
| Baron Capital (BAMCO) | 0.00% | No change | 251 | $28K |
| Minot DeBlois Advisors LLC | 0.03% | — | 250 | $28K |
| Kentucky Trust Co | 0.02% | — | 250 | $28K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | — | 246 | $27K |
| Valley National Advisers Inc. | 0.00% | No change | 249 | $27K |
| Tompkins Financial Corp. | 0.00% | No change | 235 | $26K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +188.8% | 231 | $25K |
| Colonial Trust Co / SC | 0.00% | Reduce -42.0% | 225 | $25K |
| Cromwell Holdings LLC | 0.01% | Reduce -3.5% | 223 | $25K |
| National Pension Service | 0.00% | New | 219 | $24K |
| Assetmark, Inc. | 0.00% | Add +54.6% | 218 | $24K |
| Archer Investment Corp | 0.01% | Reduce -1.4% | 218 | $24K |
| MCF Advisors LLC | 0.00% | No change | 205 | $23K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 202 | $22K |
| Advantage Trust Co | 0.01% | No change | 200 | $22K |
| Estabrook Capital Management | 0.00% | No change | 200 | $22K |
| HM Payson & Co. | 0.00% | No change | 200 | $22K |
| SIMA Wealth Partners, LLC | 0.02% | Reduce -12.1% | 189 | $21K |
| Old Second National Bank of Aurora | 0.00% | No change | 180 | $20K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 175 | $19K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -7.5% | 173 | $19K |
| Darwin Wealth Management, LLC | 0.01% | No change | 167 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +28.8% | 161 | $18K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -14.1% | 159 | $18K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 159 | $17K |
| Truvestments Capital LLC | 0.00% | Add +38.6% | 158 | $17K |
| WPG Advisers, LLC | 0.02% | — | 156 | $17K |
| DT Investment Partners, LLC | 0.00% | No change | 153 | $17K |
| Caitong International Asset Management Co., Ltd | 0.02% | — | 151 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 151 | $17K |
| Flagship Wealth Advisors, LLC | 0.01% | — | 151 | $17K |
| Addison Advisors LLC | 0.00% | No change | 150 | $17K |
| Core Alternative Capital | 0.00% | No change | 150 | $17K |
| Quent Capital, LLC | 0.00% | Add +2.0% | 150 | $17K |
| Asset Dedication, LLC | 0.00% | New | 150 | $17K |
| Larson Financial Group LLC | 0.00% | Add +58.4% | 141 | $16K |
| Accredited Wealth Management, LLC | 0.01% | — | 140 | $15K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 136 | $15K |
| 2UniFi Bank | 0.01% | — | 134 | $15K |
| Chelsea Counsel Co. | 0.01% | No change | 130 | $14K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 126 | $14K |
| Piscataqua Savings Bank | 0.01% | No change | 125 | $14K |
| Decker Retirement Planning Inc. | 0.01% | — | 125 | $14K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 125 | $14K |
| Atticus Wealth Management, LLC | 0.00% | No change | 120 | $13K |
| Bellevue Asset Management, LLC | 0.01% | Add +58.7% | 119 | $13K |
| Covestor Ltd | 0.01% | Add +1.7% | 118 | $13K |
| Tortoise Investment Management, LLC | 0.00% | No change | 115 | $13K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.9% | 114 | $13K |
| Spire Wealth Management | 0.00% | Add +42.5% | 114 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -32.3% | 113 | $12K |
| Syntax Research, Inc. | 0.01% | No change | 112 | $12K |
| MV Capital Management, Inc. | 0.00% | Reduce -2.6% | 112 | $12K |
| True Wealth Design, LLC | 0.00% | Reduce -6.1% | 107 | $12K |
| SBI Securities Co., Ltd. | 0.00% | — | 106 | $12K |
| Wolff Wiese Magana LLC | 0.01% | No change | 105 | $12K |
| Sittner & Nelson, LLC | 0.01% | No change | 105 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -10.3% | 104 | $11K |
| VSM Wealth Advisory, LLC | 0.00% | — | 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% | No change | 100 | $11K |
| Aventura Private Wealth, LLC | 0.01% | — | 100 | $11K |
| Hemington Wealth Management | 0.00% | Add +4.1% | 102 | $11K |
| TD Private Client Wealth LLC | 0.00% | Reduce -97.4% | 99 | $11K |
| Bangor Savings Bank | 0.00% | No change | 91 | $10K |
| Peregrine Capital Management LLC | 0.00% | No change | 90 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -54.8% | 89 | $10K |
| Independence Bank of Kentucky | 0.00% | No change | 83 | $9K |
| Bray Capital Advisors | 0.00% | No change | 80 | $9K |
| Bellwether Advisors, LLC | 0.00% | New | 70 | $8K |
| Clark Wealth Partners | 0.01% | — | 64 | $7K |
| BankPlus Trust Department | 0.00% | — | 64 | $7K |
| Transcendent Capital Group LLC | 0.00% | No change | 63 | $7K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 63 | $7K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 51 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 59 | $6K |
| Whipplewood Advisors, LLC | 0.00% | — | 56 | $6K |
| AlphaQuest LLC | 0.00% | Reduce -99.3% | 55 | $6K |
| Financial Avengers, Inc. | 0.00% | Add +1.9% | 55 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +15.2% | 53 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 52 | $6K |
| Missouri Trust & Investment Co | 0.00% | New | 50 | $6K |
| Steph & Co. | 0.00% | No change | 49 | $5K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 47 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 43 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 42 | $5K |
| Grove Bank & Trust | 0.00% | Add +78.3% | 41 | $5K |
| ORG Partners LLC | 0.00% | No change | 40 | $4K |
| Zions Bancorporation, N.A. | 0.00% | Add +29.0% | 40 | $4K |
| Montag A & Associates Inc. | 0.00% | Add +2.6% | 40 | $4K |
| CVA Family Office, LLC | 0.00% | Reduce -81.3% | 38 | $4K |
| Community Bank, N.A. | 0.00% | No change | 38 | $4K |
| Coston, McIsaac & Partners | 0.00% | Reduce -13.9% | 37 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -2.8% | 35 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -53.3% | 35 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 34 | $4K |
| First Pacific Financial | 0.00% | Reduce -53.5% | 33 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 32 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 31 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +3.5% | 30 | $3K |
| Heritage Wealth Advisors | 0.00% | No change | 30 | $3K |
| Holos Integrated Wealth LLC | 0.00% | — | 29 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 29 | $3K |
| Brooklyn Investment Group | 0.00% | Add +16.7% | 28 | $3K |
| Dunhill Financial, LLC | 0.00% | Reduce -83.3% | 28 | $3K |
| Main Street Group, LTD | 0.00% | No change | 27 | $3K |
| Abound Wealth Management | 0.00% | Add +160.0% | 26 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +100.0% | 26 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 26 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -8.0% | 23 | $3K |
| Putney Financial Group LLC | 0.00% | — | 23 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 23 | $3K |
| Sierra Ocean, LLC | 0.00% | — | 22 | $2K |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 22 | $2K |
| New Wave Wealth Advisors LLC | 0.00% | New | 20 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $2K |
| City State Bank | 0.00% | Reduce -44.4% | 20 | $2K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 20 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 20 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 18 | $2K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 16 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 14 | $2K |
| Northwest Capital Management Inc | 0.00% | No change | 12 | $1K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 12 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +9.1% | 12 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | New | 11 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 10 | $1K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 11 | $1K |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 10 | $1K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | — | 10 | $1K |
| Tsfg, LLC | 0.00% | No change | 7 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -71.4% | 2 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 9 | $992 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -30.8% | 9 | $992 |
| Canada Post Corp Registered Pension Plan | 0.00% | — | 8 | $881 |
| Future Financial Wealth Managment LLC | 0.00% | No change | 7 | $797 |
| West Paces Advisors Inc. | 0.00% | Reduce -14.3% | 6 | $661 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 6 | $661 |
| Banque Transatlantique SA | 0.00% | — | 6 | $657 |
| WR Wealth Planners, LLC | 0.00% | No change | 5 | $569 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 4 | $441 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 4 | $441 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 4 | $440 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 3 | $330 |
| Bfsg, LLC | 0.00% | No change | 3 | $305 |
| Principia Wealth Advisory, LLC | 0.00% | — | 2 | $220 |
| FSA Wealth Management LLC | 0.00% | No change | 2 | $220 |
| Financial Perspectives, Inc | 0.00% | No change | 2 | $220 |
| Oakworth Capital, Inc. | 0.00% | No change | 2 | $220 |
| Sunbelt Securities, Inc. | 0.00% | No change | 2 | $220 |
| Salomon & Ludwin, LLC | 0.00% | Reduce -98.0% | 2 | $220 |
| Winnacle Wealth LLC | 0.00% | — | 2 | $207 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $122 |
| Winch Advisory Services, LLC | 0.00% | No change | 1 | $119 |
| TD Capital Management LLC | 0.00% | No change | 1 | $113 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $110 |
| Transce3nd, LLC | 0.00% | — | 1 | $110 |
| FNY Investment Advisers, LLC | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is SJM's weight in each manager's 13F, not the share of The JM Smucker Co. the manager owns.