The JM SmuckerSJM

13F holders, Q1 2025 (March 31)
834holders −11
86new positions
99sold out
12famous investors
$118.41avg. 13F price*

At the end of Q1 2025, 834 institutions reported holding The JM Smucker Co. (SJM) in their 13F filings, down 11 from Q4 2024. 86 opened new positions and 99 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($1.0B) and State Street Corp. ($884.4M). 12 famous investors held it, including John W. Rogers Jr. (2.6% of Ariel Investments's portfolio), Lee Ainslie (1.2% of Maverick Capital's portfolio) and Ken Griffin (0.4% of Citadel Advisors's portfolio).

Company
The JM Smucker Co.
Filed as
SMUCKER J M CO (Q1 2025)
Sector
Consumer Staples
CUSIP
832696405
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions86$413.3M
Exits99$295.3M

All 13F filers, Q4 2024 → Q1 2025: 12,086,107 shares bought and 7,656,778 shares sold, net +4,429,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 834 holders

Vanguard Group Inc. 0.03% Reduce -2.3% 13,039,306 $1.5B
BlackRock, Inc. 0.02% Add +1.4% 8,489,180 $1.0B
State Street Corp. 0.04% Add +1.8% 7,468,634 $884.4M
FMR LLC 0.03% Add +19.2% 4,450,869 $527.0M
Citadel Advisors 0.36% Add +68.4% 3,040,813 $360.1M
Geode Capital Management, LLC 0.03% Add +4.5% 2,727,544 $322.0M
Invesco Ltd. 0.06% Add +8.6% 2,623,254 $310.6M
Dimensional Fund Advisors LP 0.07% Add +12.3% 2,257,127 $267.3M
Nordea Investment Management AB 0.25% Add +44.9% 1,973,013 $235.3M
Morgan Stanley 0.02% Add +44.0% 1,980,993 $234.6M
Ariel Investments 2.62% Add +2.7% 1,881,584 $222.8M
ProShare Advisors LLC 0.44% Add +2.1% 1,661,148 $196.7M
Ilex Capital Partners (UK) LLP 7.51% Add +61.8% 1,551,955 $183.8M
Balyasny Asset Management L.P. 0.47% New 1,548,552 $183.4M
LSV Asset Management 0.39% Add +48.4% 1,379,320 $163.3M
UBS Group AG 0.03% Add +37.7% 1,271,729 $150.6M
Northern Trust Corp. 0.02% Add +7.9% 1,219,932 $144.5M
Deutsche Bank AG 0.06% Add +8.6% 1,213,312 $143.7M
FIL Ltd 0.14% Add +29.7% 1,200,000 $142.1M
Norges Bank 0.02% Add +9.7% 1,125,110 $133.2M
Charles Schwab Investment Management Inc. 0.02% Add +1.5% 1,017,805 $120.5M
Bank of New York Mellon Corp 0.02% Add +0.9% 986,235 $116.8M
Boston Partners 0.14% Reduce -18.8% 958,914 $113.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +5.3% 815,412 $96.6M
Bank of America Corp. 0.01% Add +35.0% 814,910 $96.5M
JPMorgan Chase & Co. 0.01% Add +86.9% 790,819 $93.6M
First Trust Advisors LP 0.07% Reduce -5.2% 642,891 $76.1M
Legal & General Group Plc 0.02% Reduce -0.5% 596,419 $70.6M
Thrivent Financial for Lutherans 0.15% Add +0.3% 557,705 $66.0M
Staley Capital Advisers Inc. 2.96% Add +8.8% 551,775 $65.3M
Maverick Capital 1.16% New 541,551 $64.1M
Ameriprise Financial Inc. 0.02% Reduce -5.2% 531,752 $63.3M
Vest Financial, LLC 0.97% Add +9.0% 528,615 $62.6M
Goldman Sachs Group Inc. 0.01% Add +29.0% 524,109 $62.1M
Two Sigma Advisers, LP 0.14% Reduce -52.9% 508,692 $60.2M
California Public Employees Retirement System 0.04% Reduce -3.0% 461,961 $54.7M
Barclays PLC 0.02% Add +46.0% 447,666 $53.0M
Amundi 0.02% Reduce -30.4% 437,435 $51.8M
Wells Fargo & Company 0.01% Add +0.3% 437,061 $51.8M
Candlestick Capital Management LP 1.91% Add +53.5% 410,560 $48.6M
Tandem Investment Advisors, Inc. 1.69% Reduce -38.8% 409,373 $48.5M
Nomura Asset Management Co. Ltd. 0.14% Add +7.4% 395,700 $46.9M
Freestone Grove Partners LP 0.46% New 379,005 $44.9M
Millennium Management 0.04% Reduce -62.6% 341,789 $40.5M
BNP Paribas Financial Markets 0.03% Add +58.3% 333,132 $39.4M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +2.5% 332,382 $39.4M
Raymond James Financial Inc. 0.01% Add +8.0% 323,423 $38.3M
Douglas Lane & Associates, LLC 0.53% Add +11.4% 302,350 $35.8M
Swiss National Bank 0.03% Reduce -0.1% 300,165 $35.5M
Caisse de depot et placement du Quebec 0.07% New 279,155 $33.1M
Advisors Capital Management, LLC 0.47% Add +7.4% 254,483 $30.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +9.7% 232,214 $27.5M
Nuveen, LLC 0.01% — 227,417 $26.9M
Bank of Montreal 0.01% Reduce -7.5% 224,968 $26.6M
Rhumbline Advisers 0.02% Add +13.8% 222,279 $26.3M
TD Asset Management Inc 0.02% Reduce -11.8% 219,247 $26.0M
Cwm, LLC 0.10% Add +1.9% 204,614 $24.2M
Interval Partners, LP 0.77% New 184,229 $21.8M
HSBC Holdings PLC 0.01% Reduce -13.0% 180,176 $21.3M
Stifel Financial Corp. 0.02% Add +17.1% 172,700 $20.5M
California State Teachers Retirement System 0.03% Reduce -3.4% 170,900 $20.2M
Lighthouse Investment Partners, LLC 0.90% New 166,398 $19.7M
Two Sigma Investments, LP 0.04% Reduce -80.2% 157,765 $18.7M
Lazard Asset Management LLC 0.03% Reduce -3.8% 156,450 $18.5M
Citigroup Inc. 0.01% Add +44.4% 156,022 $18.5M
T. Rowe Price Associates Inc. 0.00% Add +2.4% 155,543 $18.4M
GAMCO Investors 0.20% Reduce -2.8% 150,154 $17.8M
Gabelli Funds LLC 0.13% Add +3.8% 142,250 $16.8M
Speece Thorson Capital Group Inc. 3.39% Reduce -1.7% 139,087 $16.5M
Swedbank AB 0.02% No change 136,999 $16.2M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -4.8% 136,111 $16.1M
Bridgewater Associates 0.07% Add +94.0% 135,949 $16.1M
Principal Financial Group Inc. 0.01% Reduce -2.0% 131,154 $15.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +11.8% 126,555 $15.0M
Alliancebernstein L.P. 0.01% Reduce -39.7% 125,615 $14.9M
PNC Financial Services Group, Inc. 0.01% Reduce -5.5% 123,860 $14.7M
Verition Fund Management LLC 0.08% Reduce -38.9% 119,712 $14.2M
Cerity Partners LLC 0.03% Add +15.5% 117,772 $13.9M
Cantor Fitzgerald Investment Advisors L.P. 1.00% Reduce -6.3% 115,540 $13.7M
MAI Capital Management 0.10% Add +220.8% 113,854 $13.5M
Janney Montgomery Scott LLC 0.04% Add +4.8% 110,547 $13.1M
LPL Financial LLC 0.01% Add +15.4% 108,649 $12.9M
Aquatic Capital Management LLC 0.33% Add +24.9% 107,847 $12.8M
SummitTX Capital, L.P. 0.56% — 106,714 $12.6M
Royal Bank of Canada 0.00% Reduce -35.6% 104,647 $12.4M
Commonwealth Equity Services, LLC 0.02% Reduce -1.2% 102,352 $12.1M
Meiji Yasuda Asset Management Co Ltd. 0.48% Add +15.8% 101,300 $12.0M
Quantinno Capital Management LP 0.08% Add +60.3% 98,382 $11.6M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -2.3% 97,127 $11.5M
AXA S.A. 0.04% Add +18.5% 94,949 $11.2M
Gotham Asset Management 0.09% Add +12.2% 87,712 $10.4M
CANADA LIFE ASSURANCE Co 0.02% Add +10.1% 86,897 $10.3M
Kingsview Wealth Management, LLC 0.19% Add +6.3% 85,202 $10.1M
ING Groep NV 0.07% Add +507.6% 84,104 $10.0M
New York State Teachers Retirement System 0.02% Add +1.7% 84,064 $10.0M
Illinois Municipal Retirement Fund 0.14% Add +10.6% 80,565 $9.5M
State Board of Administration of Florida Retirement System 0.02% No change 79,755 $9.4M
Storebrand Asset Management As 0.03% Reduce -20.2% 79,024 $9.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.9% 78,894 $9.3M
Aviva PLC 0.02% Add +14.0% 73,025 $8.6M
Clark & Stuart, Inc 6.25% Add +4.0% 72,434 $8.6M
Aberdeen Group plc 0.02% Add +94.4% 72,217 $8.6M
Asset Management One Co., Ltd. 0.03% Reduce -1.8% 71,906 $8.5M
Yousif Capital Management, LLC 0.10% Add +21.9% 71,604 $8.5M
Vontobel Holding Ltd. 0.03% Add +12.5% 71,396 $8.5M
Danske Bank A/S 0.03% Reduce -6.1% 70,902 $8.4M
AQR Capital Management 0.01% Reduce -52.4% 69,828 $8.3M
Allianz Asset Management GmbH 0.01% Reduce -31.1% 69,579 $8.2M
Pictet Asset Management Holding SA 0.01% Add +8.4% 69,481 $8.2M
Daymark Wealth Partners, LLC 0.35% Add +7.0% 68,829 $8.2M
State of Wisconsin Investment Board 0.02% Add +0.8% 68,806 $8.1M
Sage Capital Advisors,llc 2.09% Add +1.0% 67,468 $8.0M
New York State Common Retirement Fund 0.01% Add +3.1% 66,975 $7.9M
Visionary Wealth Advisors 0.46% Add +7.2% 65,004 $7.7M
Assenagon Asset Management S.A. 0.01% Reduce -42.9% 63,512 $7.5M
Voloridge Investment Management, LLC 0.03% Reduce -69.4% 62,976 $7.5M
HighTower Advisors, LLC 0.01% Add +11.7% 60,914 $7.2M
Resona Asset Management Co.,Ltd. 0.04% Add +9.5% 60,992 $7.2M
Worldquant Millennium Advisors LLC 0.04% Reduce -72.8% 59,086 $7.0M
Calydon Capital 1.27% Add +39.4% 57,727 $6.8M
Prudential Financial Inc. 0.01% Reduce -68.0% 57,717 $6.8M
Victory Capital Management Inc. 0.01% Reduce -66.9% 57,157 $6.8M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.0% 56,845 $6.7M
Westwood Holdings Group Inc. 0.05% No change 56,816 $6.7M
Renaissance Technologies 0.01% Reduce -74.5% 55,779 $6.6M
Corient Private Wealth LP 0.01% Reduce -0.4% 55,552 $6.6M
Royal London Asset Management Ltd. 0.02% Add +2.3% 55,130 $6.5M
Captrust Financial Advisors 0.02% Reduce -7.2% 54,487 $6.5M
DekaBank Deutsche Girozentrale 0.01% Add +71.8% 56,002 $6.4M
KLP Kapitalforvaltning As 0.03% Add +42.1% 54,023 $6.4M
Schonfeld Strategic Advisors LLC 0.04% Add +301.6% 53,630 $6.4M
Walleye Capital LLC 0.08% Add +159.9% 52,295 $6.2M
Reik & Co., LLC 1.43% Reduce -3.9% 51,889 $6.1M
Huber Capital Management LLC 1.15% New 51,600 $6.1M
Sei Investments Co. 0.01% Reduce -52.5% 51,061 $6.0M
Holocene Advisors, LP 0.02% Reduce -5.1% 50,979 $6.0M
State of Tennessee, Department of Treasury 0.02% Add +20.7% 49,897 $5.9M
Cibc World Market Inc. 0.01% Add +180.3% 49,189 $5.8M
Hourglass Capital, LLC 1.48% Add +57.0% 47,710 $5.6M
Hudson Edge Investment Partners Inc. 1.15% Add +7.8% 47,675 $5.6M
Treasurer of the State of North Carolina 0.02% Reduce -32.0% 47,221 $5.6M
M&T Bank Corp 0.02% Reduce -5.6% 47,091 $5.6M
Commerzbank Aktiengesellschaft 0.13% Reduce -3.3% 46,065 $5.5M
Envestnet Asset Management Inc. 0.00% Add +57.2% 44,810 $5.3M
Blair William & Co. 0.02% Reduce -33.3% 44,374 $5.3M
Ethic Inc. 0.10% Add +8.7% 43,742 $5.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +8.1% 43,672 $5.2M
AMF Tjanstepension AB 0.04% No change 43,214 $5.1M
National Bank of Canada 0.01% Reduce -14.2% 42,953 $5.1M
Parthenon LLC 0.62% Reduce -0.1% 42,662 $5.1M
Focus Partners Wealth 0.01% Reduce -1.8% 41,128 $4.9M
Landscape Capital Management, L.L.C. 0.43% Add +537.4% 41,050 $4.9M
Canada Pension Plan Investment Board 0.00% Add +174.8% 38,200 $4.5M
Mn Services Vermogensbeheer B.V. 0.03% Reduce -9.8% 37,784 $4.5M
Toronto Dominion Bank 0.01% Reduce -34.5% 37,321 $4.4M
US Bancorp \de 0.01% Reduce -1.9% 37,093 $4.4M
Cibc World Markets Corp. 0.03% Reduce -11.4% 37,022 $4.4M
GHP Investment Advisors, Inc. 0.21% Reduce -4.3% 36,859 $4.4M
Te Ahumairangi Investment Management Ltd 0.92% Reduce -12.3% 36,530 $4.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +7.4% 36,377 $4.3M
Russell Investments Group, Ltd. 0.01% Reduce -7.7% 35,774 $4.2M
Intact Investment Management Inc. 0.14% No change 35,400 $4.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +124.1% 35,329 $4.2M
State of Michigan Retirement System 0.02% No change 34,861 $4.1M
McDonald Partners LLC 1.06% Reduce -6.5% 34,249 $4.1M
Lansforsakringar Fondforvaltning AB (publ) 0.02% No change 34,094 $4.0M
Franklin Resources Inc. 0.00% Add +3.7% 34,074 $4.0M
Great Lakes Advisors, LLC 0.04% Reduce -4.1% 33,834 $4.0M
Oddo BHF Asset Management Sas 0.16% New 33,190 $3.9M
State of New Jersey Common Pension Fund D 0.02% Reduce -10.5% 33,048 $3.9M
Walleye Trading LLC 0.11% New 32,938 $3.9M
AE Wealth Management LLC 0.03% Add +13.8% 32,736 $3.9M
Public Employees Retirement System of Ohio 0.01% Reduce -10.4% 31,776 $3.8M
Keybank National Association 0.01% Reduce -4.6% 30,945 $3.7M
Arizona State Retirement System 0.02% Reduce -0.4% 30,774 $3.6M
Ancora Advisors LLC 0.08% Add +3.7% 30,761 $3.6M
Silver Lake Advisory, LLC 1.56% Reduce -0.9% 30,227 $3.6M
Voya Investment Management LLC 0.00% Add +0.1% 30,096 $3.6M
Osaic Holdings, Inc. 0.01% Reduce -0.3% 29,791 $3.5M
Handelsbanken Fonder AB 0.01% No change 29,300 $3.5M
Cetera Investment Advisers 0.01% Add +21.9% 29,129 $3.4M
Shorepoint Capital Partners LLC 0.77% Add +5.8% 28,794 $3.4M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -4.1% 28,773 $3.4M
Jane Street Group, LLC 0.01% Add +31.4% 28,745 $3.4M
Kinloch Capital, LLC 1.61% Add +204.2% 28,453 $3.4M
apricus wealth, LLC 1.99% Add +18.1% 28,282 $3.3M
Korea Investment CORP 0.01% Reduce -46.7% 28,063 $3.3M
Baird Financial Group, Inc. 0.01% Reduce -6.4% 28,039 $3.3M
SG Americas Securities, LLC 0.01% Add +9.3% 27,651 $3.3M
MetLife Investment Management, LLC 0.02% Reduce -1.9% 27,581 $3.3M
Janus Henderson Group PLC 0.00% Add +108.5% 27,530 $3.2M
Toth Financial Advisory Corp. 0.38% Reduce -2.5% 26,976 $3.2M
Groupe la Francaise 0.07% Add +62.8% 26,621 $3.1M
Kestra Private Wealth Services, LLC 0.05% Add +2.1% 26,240 $3.1M
Schroder Investment Management Group 0.00% Add +41.5% 26,182 $3.0M
New York Life Investment Management LLC 0.03% Add +0.2% 25,379 $3.0M
DNB Asset Management AS 0.01% Reduce -0.9% 25,012 $3.0M
Mariner, LLC 0.00% Reduce -13.1% 24,551 $2.9M
Czech National Bank 0.03% Add +5.9% 24,442 $2.9M
Creative Planning 0.00% Reduce -32.4% 24,433 $2.9M
Corebridge Financial, Inc. 0.02% Reduce -9.4% 24,429 $2.9M
Simplex Trading, LLC 0.10% New 24,414 $2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +7.6% 24,336 $2.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +870.1% 23,894 $2.8M
Rodgers Brothers Inc. 0.37% Reduce -0.6% 23,457 $2.8M
Retirement Systems of Alabama 0.01% Reduce -0.7% 22,868 $2.7M
Alaska Permanent Fund Corp 0.04% No change 22,991 $2.7M
Forsta Ap-Fonden 0.02% Reduce -9.7% 22,400 $2.7M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -23.0% 22,056 $2.6M
Truist Financial Corp. 0.00% Add +31.8% 21,979 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +22.2% 22,090 $2.6M
Intech Investment Management LLC 0.03% Add +0.3% 21,293 $2.5M
Hudson Bay Capital Management LP 0.02% Add +111.2% 21,120 $2.5M
Clark Estates Inc. 0.53% New 20,987 $2.5M
State of Alaska, Department of Revenue 0.03% Add +1.6% 20,968 $2.5M
Jamison Private Wealth Management, Inc. 0.38% Reduce -0.0% 20,946 $2.5M
IFM Investors Pty Ltd 0.03% No change 20,931 $2.5M
ASR Vermogensbeheer N.V. 0.04% — 20,875 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -63.6% 20,841 $2.5M
Amalgamated Bank 0.02% Add +1.5% 20,714 $2.5M
Comerica Bank 0.01% Reduce -14.9% 20,456 $2.4M
Benjamin Edwards Inc. 0.03% Reduce -10.0% 20,438 $2.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -0.1% 20,348 $2.4M
Fieldview Capital Management, LLC 0.33% Reduce -20.2% 19,768 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -7.0% 19,572 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +10.0% 19,440 $2.3M
Palumbo Wealth Management LLC 0.76% Add +68.2% 19,210 $2.3M
Avantax Advisory Services, Inc. 0.01% Add +14.8% 19,206 $2.3M
STRS Ohio 0.01% New 18,945 $2.2M
HBW Advisory Services LLC 0.31% New 18,560 $2.2M
CIBC Asset Management Inc 0.01% Reduce -0.8% 18,454 $2.2M
KBC Group NV 0.01% Reduce -23.9% 18,304 $2.2M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +87.2% 18,269 $2.2M
Tidal Investments LLC 0.02% Add +58.5% 18,238 $2.2M
UniSuper Management Pty Ltd 0.02% No change 18,059 $2.1M
Hunter Associates Investment Management LLC 0.33% Add +7.0% 18,011 $2.1M
Advisors Asset Management, Inc. 0.04% Add +42.7% 17,467 $2.1M
Cullen Capital Management, LLC 0.02% Add +14.3% 17,324 $2.1M
S&T Bank 0.67% Reduce -1.2% 17,294 $2.0M
Utah Retirement Systems 0.02% No change 17,146 $2.0M
Panagora Asset Management Inc. 0.01% Reduce -44.4% 17,039 $2.0M
Anchor Investment Management, LLC 0.19% Add +3.7% 17,037 $2.0M
Stephens Inc. 0.03% Reduce -28.1% 16,958 $2.0M
Ostrum Asset Management 0.10% Reduce -2.6% 16,820 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -12.1% 15,986 $1.9M
Creative Financial Designs Inc. 0.15% Add +11.4% 15,986 $1.9M
Huntington National Bank 0.02% Reduce -2.2% 15,595 $1.8M
Teacher Retirement System of Texas 0.01% New 15,557 $1.8M
Weaver C. Barksdale & Associates, Inc. 1.74% Reduce -2.2% 15,323 $1.8M
Gries Financial LLC 0.35% New 15,320 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +34.4% 15,237 $1.8M
Daiwa Securities Group Inc. 0.01% Add +7.3% 15,067 $1.8M
Concurrent Investment Advisors, LLC 0.04% Add +11.2% 15,047 $1.8M
Swiss Life Asset Management Ltd 0.01% Add +36.6% 15,038 $1.8M
Police & Firemen's Retirement System of New Jersey 0.02% No change 14,961 $1.8M
Credit Agricole S A 0.01% Reduce -57.7% 14,758 $1.7M
Hussman Strategic Advisors, Inc. 0.42% No change 14,700 $1.7M
Federated Hermes, Inc. 0.00% Add +9.0% 14,669 $1.7M
Public Sector Pension Investment Board 0.01% Add +8.3% 14,434 $1.7M
Xponance LLC 0.02% Add +1.9% 14,420 $1.7M
Sequoia Financial Advisors, LLC 0.01% Reduce -9.8% 14,419 $1.7M
Scotia Capital Inc. 0.01% Add +0.1% 14,385 $1.7M
Resonant Capital Advisors, LLC 0.12% Add +7.1% 14,321 $1.7M
Royal Fund Management, LLC 0.20% New 14,300 $1.7M
Wolverine Trading, LLC 0.05% Reduce -30.4% 14,380 $1.7M
Lecap Asset Management Ltd. 0.39% Add +9.2% 14,041 $1.7M
Fairfield, Bush & Co. 1.04% Reduce -5.0% 13,839 $1.6M
Blackhawk Capital Partners, LLC 0.84% Reduce -10.7% 13,725 $1.6M
Mark Sheptoff Financial Planning, LLC 0.89% Add +9.8% 13,634 $1.6M
Beese Fulmer Investment Management, Inc. 0.14% Reduce -3.3% 13,368 $1.6M
Nissay Asset Management Corp. /Japan 0.01% Reduce -6.7% 13,277 $1.6M
Johnson Investment Counsel Inc. 0.01% Reduce -3.9% 13,015 $1.5M
Empowered Funds, LLC 0.02% Add +28.6% 12,992 $1.5M
Neuberger Berman Group LLC 0.00% Reduce -11.7% 12,976 $1.5M
Signal Advisors Wealth, LLC 0.15% Reduce -0.7% 12,859 $1.5M
Ashton Thomas Private Wealth, LLC 0.06% Add +250.9% 12,803 $1.5M
J.W. Cole Advisors, Inc. 0.05% Add +200.3% 12,696 $1.5M
Curbstone Financial Management Corp 0.31% Reduce -1.2% 12,608 $1.5M
Bailard, Inc. 0.04% Add +3.9% 12,472 $1.5M
Mutual of America Capital Management LLC 0.02% Reduce -2.9% 12,383 $1.5M
Tudor Investment Corporation 0.01% Reduce -87.5% 12,323 $1.5M
Robeco Institutional Asset Management B.V. 0.00% New 12,263 $1.5M
Edmp, Inc. 1.20% Add +13.0% 12,098 $1.4M
Pathstone Holdings, LLC 0.01% Reduce -15.4% 11,730 $1.4M
Tobam 0.59% Reduce -73.5% 11,726 $1.4M
Mizuho Markets Americas LLC 0.03% Reduce -49.0% 11,714 $1.4M
OP Asset Management Ltd 0.02% — 11,616 $1.4M
Natixis 0.01% Add +368.4% 11,569 $1.4M
Natixis Advisors, LLC 0.00% Add +6.4% 11,462 $1.4M
&partners 0.01% Add +9.8% 11,637 $1.4M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -5.3% 11,378 $1.3M
Commerce Bank 0.01% Reduce -3.9% 11,291 $1.3M
Bank of Nova Scotia 0.00% Reduce -21.8% 11,111 $1.3M
Candriam S.C.A. 0.01% Reduce -8.7% 11,089 $1.3M
Private Advisor Group, LLC 0.01% Reduce -37.1% 10,985 $1.3M
Ossiam 0.02% Add +406.9% 10,843 $1.3M
Guggenheim Capital LLC 0.01% Reduce -3.2% 10,727 $1.3M
Fifth Third Bancorp 0.00% Reduce -19.9% 10,710 $1.3M
Macquarie Group Ltd. 0.00% Add +21.5% 10,675 $1.3M
MML Investors Services, LLC 0.00% Add +9.1% 10,642 $1.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.69% Add +4.2% 10,620 $1.3M
Achmea Investment Management B.V. 0.02% No change 10,609 $1.3M
Composition Wealth, LLC 0.02% Reduce -9.3% 10,491 $1.2M
Edgestream Partners, L.P. 0.04% Reduce -72.0% 10,455 $1.2M
Pensionfund Sabic 0.36% Reduce -16.3% 10,300 $1.2M
Public Employees Retirement Association of Colorado 0.01% No change 10,121 $1.2M
NJ State Employees Deferred Compensation Plan 0.15% No change 10,105 $1.2M
Alpha Omega Wealth Management LLC 0.23% No change 10,017 $1.2M
Flputnam Investment Management Co. 0.02% Add +12.4% 10,014 $1.2M
Whittier Trust Co. of Nevada Inc. 0.03% No change 10,000 $1.2M
Bahl & Gaynor LLC 0.01% Reduce -5.5% 9,850 $1.2M
Farmers Trust Co. 0.22% Reduce -0.4% 9,699 $1.1M
HMS Capital Management, LLC 0.63% New 10,108 $1.1M
GWN Securities Inc. 0.06% New 10,229 $1.1M
Rakuten Investment Management, Inc. 0.01% — 9,726 $1.1M
Banque Cantonale Vaudoise 0.05% — 9,496 $1.1M
D.A. Davidson & Co. 0.01% Reduce -70.8% 9,460 $1.1M
Radnor Capital Management, LLC 0.19% No change 9,441 $1.1M
Culbertson A N & Co. Inc. 0.18% Reduce -10.4% 9,387 $1.1M
Probity Advisors, Inc. 0.21% Add +2.6% 9,378 $1.1M
Caprock Group, LLC 0.03% Add +116.5% 9,336 $1.1M
Oregon Public Employees Retirement Fund 0.02% Add +0.1% 9,130 $1.1M
Lido Advisors, LLC 0.01% Add +15.6% 9,113 $1.1M
Generali Asset Management SPA SGR 0.03% Add +12.8% 9,100 $1.1M
Meyer Handelman Co. 0.04% Add +42.8% 9,087 $1.1M
Naples Global Advisors, LLC 0.10% Add +2.3% 9,061 $1.1M
Moors & Cabot, Inc. 0.05% Reduce -1.9% 9,057 $1.1M
Woodline Partners LP 0.01% Add +40.7% 8,990 $1.1M
Aristotle Capital Management, LLC 0.00% No change 8,967 $1.1M
Alkeme Wealth, LLC 0.48% Add +44.9% 8,955 $1.1M
Philip James Wealth Mangement, LLC 0.13% Add +8.9% 8,921 $1.1M
Allworth Financial LP 0.01% Reduce -0.1% 8,803 $1.0M
D.B. Root & Company, LLC 0.33% Reduce -10.4% 8,595 $1.0M
Bessemer Group Inc. 0.00% Reduce -67.2% 8,533 $1.0M
Mizuho Securities USA LLC 0.02% Reduce -15.5% 8,521 $1.0M
Private Capital Management, LLC 0.11% Add +64.8% 8,300 $983K
CCM Investment Group, LLC 0.10% Add +4.2% 8,447 $983K
Eads & Heald Wealth Management 0.50% Reduce -1.0% 8,293 $982K
CreativeOne Wealth, LLC 0.03% Add +12.4% 8,253 $977K
Atria Investments, Inc 0.01% Add +5.5% 8,242 $976K
Flagship Harbor Advisors, LLC 0.05% Reduce -8.0% 8,223 $974K
Teachers Retirement System of the State of Kentucky 0.01% Add +4.1% 8,213 $973K
Bokf, NA 0.02% Add +13.6% 8,173 $968K
Pacer Advisors, Inc. 0.00% Reduce -47.4% 8,027 $950K
Westhampton Capital, LLC 0.51% Add +16.3% 7,843 $929K
Wedbush Securities Inc. 0.03% Add +8.7% 7,774 $921K
Quantitative Investment Management, LLC 0.08% New 7,695 $911K
DAVENPORT & Co LLC 0.01% Reduce -21.2% 7,643 $905K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -17.8% 7,621 $902K
Integrated Wealth Concepts LLC 0.01% Add +283.3% 7,481 $886K
Rafferty Asset Management, LLC 0.00% Reduce -20.6% 7,338 $869K
Gallagher Fiduciary Advisors, LLC 0.03% Add +4.0% 7,333 $868K
Richard C. Young & CO., LTD. 0.09% Reduce -7.5% 7,305 $865K
Williams Jones Wealth Management, LLC. 0.01% No change 7,294 $864K
Humankind Investments LLC 0.22% Reduce -1.4% 7,281 $862K
Twin Capital Management Inc. 0.10% Reduce -10.7% 7,200 $853K
Farmers & Merchants Investments Inc. 0.03% No change 7,073 $838K
Kentucky Retirement Systems 0.03% Reduce -3.7% 7,044 $834K
Mackenzie Financial Corp. 0.00% Reduce -2.1% 7,034 $833K
Brevan Howard Capital Management LP 0.02% New 7,001 $829K
Greenwich Wealth Management LLC 0.06% Add +24.8% 6,987 $827K
Gen-Wealth Partners Inc 0.35% Add +7.5% 6,980 $827K
Creekmur Asset Management LLC 0.17% Add +16476.2% 6,962 $824K
Orange Investment Advisors, Inc. 0.10% No change 6,940 $822K
Northeast Financial Group, Inc. 0.30% New 6,807 $806K
Ameritas Investment Partners, Inc. 0.03% Reduce -35.2% 6,770 $802K
Stock Yards Bank & Trust Co. 0.03% Reduce -11.6% 6,743 $798K
Cullen Investment Group, LTD. 0.12% Reduce -14.4% 6,616 $783K
SageView Advisory Group, LLC 0.03% Reduce -2.2% 6,583 $780K
Steward Partners Investment Advisory, LLC 0.01% Add +19.8% 6,540 $774K
Round Hill Asset Management 0.56% Reduce -4.4% 6,536 $774K
Hartford Investment Management Co. 0.03% Reduce -1.0% 6,486 $768K
Glenmede Trust Co. NA 0.00% Reduce -33.0% 6,392 $757K
Machina Capital S.A.S. 0.21% Reduce -61.9% 6,012 $712K
Sanctuary Advisors, LLC 0.00% Reduce -23.0% 5,937 $703K
Mercer Global Advisors Inc. 0.00% Reduce -1.7% 5,871 $695K
Global X Japan Co., Ltd. 0.08% Add +31.3% 5,838 $691K
Sterling Capital Management LLC 0.01% Reduce -6.2% 5,737 $679K
Louisiana State Employees Retirement System 0.01% No change 5,700 $675K
Perigon Wealth Management, LLC 0.02% Reduce -15.6% 5,674 $672K
Burney Co./ 0.02% Add +0.3% 5,644 $668K
Securian Asset Management, Inc. 0.02% Reduce -1.8% 5,577 $660K
Venture Visionary Partners LLC 0.03% Reduce -7.3% 5,563 $659K
Greenleaf Trust 0.01% Reduce -30.9% 5,500 $651K
Independent Advisor Alliance 0.02% Reduce -5.9% 5,499 $651K
E. Ohman J:or Asset Management AB 0.02% New 5,459 $646K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +8.6% 5,451 $645K
Great Valley Advisor Group, Inc. 0.01% Reduce -82.7% 5,452 $645K
Aurdan Capital Management, LLC 0.24% No change 5,400 $639K
Greenfield Seitz Capital Management, LLC 0.24% Reduce -3.5% 5,380 $637K
Wilmington Savings Fund Society, FSB 0.01% Reduce -4.0% 5,326 $631K
Stratos Wealth Partners, LTD. 0.01% Add +0.1% 5,293 $627K
Wealthfront Advisers LLC 0.00% Reduce -67.4% 5,280 $625K
Norinchukin Bank, The 0.01% Add +14.4% 5,253 $622K
Clearstead Advisors, LLC 0.01% Add +2.3% 5,217 $618K
AssuredPartners Investment Advisors, LLC 0.12% Add +2.6% 5,208 $617K
Mgo One Seven LLC 0.02% Reduce -0.1% 5,180 $613K
M&G PLC 0.00% No change 5,120 $604K
DoubleLine ETF Adviser LP 0.20% Reduce -19.2% 5,036 $596K
New Mexico Educational Retirement Board 0.02% Reduce -1.9% 5,022 $595K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.3% 4,942 $585K
Clean Yield Group 0.19% Reduce -10.5% 4,940 $585K
Crossmark Global Holdings, Inc. 0.01% Reduce -10.3% 4,903 $581K
Tredje AP-fonden 0.01% No change 4,892 $579K
Smith, Moore & Co. 0.05% Add +6.4% 4,860 $575K
Maryland State Retirement & Pension System 0.01% Reduce -18.1% 4,823 $571K
OneDigital Investment Advisors LLC 0.01% Add +14.6% 4,809 $569K
Painted Porch Advisors LLC 0.24% Reduce -4.0% 4,802 $569K
Wbi Investments, LLC 0.15% Reduce -62.9% 4,768 $565K
Gulf International Bank (UK) Ltd 0.02% Reduce -42.5% 4,754 $562K
Brown Advisory Inc. 0.00% Add +1.1% 4,732 $560K
Neo Ivy Capital Management 0.18% Add +43.5% 4,704 $557K
Wellington Management Group LLP 0.00% New 4,695 $556K
Sound Financial Strategies Group, LLC 0.50% Reduce -14.5% 4,690 $555K
PARK CIRCLE Co 0.49% No change 4,680 $554K
HB Wealth Management, LLC 0.00% Add +16.5% 4,673 $553K
Rowlandmiller & Partners.adv 0.12% Add +2.6% 4,653 $551K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -12.7% 4,622 $547K
CIBC Private Wealth Group LLC 0.00% Reduce -2.5% 4,857 $535K
Kimelman & Baird, LLC 0.05% No change 4,500 $533K
Allspring Global Investments Holdings, LLC 0.00% Reduce -6.1% 4,491 $532K
Revisor Wealth Management LLC 0.23% New 4,300 $509K
Harbour Investments, Inc. 0.01% Reduce -57.3% 4,286 $507K
NewEdge Advisors, LLC 0.00% Reduce -31.9% 4,276 $506K
Metis Global Partners, LLC 0.01% Add +20.8% 4,275 $506K
Palisade Asset Management, LLC 0.05% Reduce -6.1% 4,265 $505K
Mendel Money Management 0.24% Add +7.5% 4,226 $500K
South Dakota Investment Council 0.01% No change 4,188 $496K
Aviance Capital Partners, LLC 0.07% Add +20.2% 4,092 $485K
GTS Securities LLC 0.02% New 4,090 $484K
Kestra Advisory Services, LLC 0.00% Reduce -16.7% 4,033 $478K
SlateStone Wealth, LLC 0.05% Add +21.4% 4,030 $477K
North Star Investment Management Corp. 0.03% Add +0.0% 3,964 $469K
Mitchell Sinkler & Starr 0.13% Add +45.3% 3,960 $469K
Nisa Investment Advisors, LLC 0.00% Reduce -65.7% 3,929 $465K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -12.1% 3,927 $465K
Mayflower Financial Advisors, LLC 0.07% Reduce -0.7% 3,903 $462K
Squarepoint Ops LLC 0.00% Reduce -93.4% 3,889 $460K
Peddock Capital Advisors, LLC 0.12% No change 3,871 $458K
TD Waterhouse Canada Inc. 0.00% Add +19220.0% 3,864 $456K
OMERS ADMINISTRATION Corp 0.00% Reduce -14.2% 3,814 $452K
Van Eck Associates Corp. 0.00% Reduce -17.8% 3,807 $451K
Empirical Finance, LLC 0.03% Add +5.9% 3,796 $449K
Allianz SE 0.01% New 3,781 $448K
Cullen/Frost Bankers, Inc. 0.01% Reduce -1.6% 3,775 $447K
V-Square Quantitative Management LLC 0.07% Add +6.3% 3,771 $447K
Ecofi Investissements SA 0.28% New 4,400 $445K
Prospera Financial Services Inc 0.01% Reduce -3.8% 3,733 $443K
S.A. Mason LLC 0.23% Add +0.7% 3,725 $441K
Parallel Advisors, LLC 0.01% Reduce -7.3% 3,724 $441K
Safe Harbor Fiduciary, LLC 0.46% Reduce -0.6% 3,720 $440K
Forza Wealth Management, LLC 0.20% Reduce -0.3% 3,700 $438K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -73.2% 3,686 $436K
EP Wealth Advisors, LLC 0.00% Add +76.7% 3,675 $435K
Quadrant Capital Group LLC 0.02% Add +246.8% 3,652 $432K
O'shaughnessy Asset Management, LLC 0.00% Reduce -43.7% 3,600 $426K
Money Concepts Capital Corp. 0.03% Reduce -5.2% 3,597 $426K
Modern Wealth Management, LLC 0.01% Add +2.1% 3,583 $424K
Sigma Planning Corp 0.01% Add +26.1% 3,571 $423K
Peapack Gladstone Financial Corp. 0.01% Reduce -2.7% 3,565 $422K
Riverwater Partners LLC 0.22% Add +0.6% 3,550 $420K
Main Street Research LLC 0.03% No change 3,539 $419K
Foster & Motley Inc. 0.03% Reduce -41.8% 3,522 $417K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 3,519 $417K
Wealthspire Advisors, LLC 0.00% Reduce -23.8% 3,500 $414K
Jones Financial Companies LLLP 0.00% Add +35.0% 3,541 $414K
Schulhoff & Co. Inc. 0.18% No change 3,477 $412K
Hilltop Holdings Inc. 0.03% Reduce -2.4% 3,439 $407K
Praxis Investment Management Inc. 0.03% No change 3,390 $401K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 3,384 $401K
Ingalls & Snyder LLC 0.01% No change 3,368 $399K
Nomura Holdings Inc. 0.00% Reduce -4.4% 3,348 $396K
Sonora Investment Management Group, LLC 0.03% No change 3,302 $391K
Hengehold Capital Management LLC 0.04% Add +6.6% 3,165 $375K
Headinvest, LLC 0.07% Reduce -15.6% 3,133 $371K
Semanteon Capital Management, LP 0.20% Reduce -46.4% 3,124 $370K
Everhart Financial Group, Inc. 0.05% Add +36.4% 3,117 $369K
Forum Financial Management, LP 0.01% Add +3.9% 3,113 $369K
Fiera Capital Corp 0.00% No change 3,106 $368K
Meeder Advisory Services, Inc. 0.02% Reduce -12.4% 3,083 $365K
CoreCap Advisors, LLC 0.02% Add +1.6% 3,054 $362K
Wesbanco Bank Inc. 0.01% No change 3,043 $360K
D. E. Shaw & Co. 0.00% New 3,035 $359K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% No change 3,006 $356K
Avalon Trust Co 0.03% No change 3,000 $355K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -19.4% 3,000 $355K
Investment Management Corp of Ontario 0.01% New 2,993 $354K
CW Advisors, LLC 0.00% Reduce -4.4% 2,995 $354K
Baker Ellis Asset Management LLC 0.05% Reduce -1.3% 2,955 $350K
Bradley Foster & Sargent Inc. 0.01% Reduce -4.8% 2,947 $349K
Farther Finance Advisors, LLC 0.01% Add +113.5% 2,923 $346K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.14% No change 3,002 $345K
MBB Public Markets I LLC 0.04% New 2,868 $340K
ICW Investment Advisors LLC 0.13% Add +0.8% 2,786 $330K
Ballentine Partners, LLC 0.01% Add +19.3% 2,777 $329K
Kornitzer Capital Management Inc. 0.01% No change 2,740 $324K
Group One Trading LLC 0.01% Add +471.8% 2,733 $324K
GAMMA Investing LLC 0.02% Reduce -26.9% 2,714 $321K
Coho Partners, Ltd. 0.02% No change 2,714 $321K
Romano Brothers and Company 0.04% Reduce -4.5% 2,668 $316K
Coldstream Capital Management Inc. 0.01% Reduce -86.5% 2,654 $314K
Physicians Financial Services, Inc. 0.10% Reduce -14.7% 2,610 $309K
Boston Trust Walden Corp 0.00% No change 2,585 $306K
Commonwealth Financial Services, LLC 0.06% Reduce -11.8% 2,577 $305K
Atria Wealth Solutions, Inc. 0.00% Reduce -42.8% 2,570 $304K
Waverly Advisors, LLC 0.00% Reduce -1.8% 2,543 $301K
Summit Financial, LLC 0.01% Reduce -10.2% 2,505 $297K
Kanawha Capital Management LLC 0.02% No change 2,500 $296K
Welch Group, LLC 0.01% Reduce -5.7% 2,523 $294K
Somerset Trust Co 0.10% Add +22.1% 2,452 $290K
SS&H Financial Advisors, Inc. 0.11% No change 2,450 $290K
Carnegie Investment Counsel 0.01% New 2,495 $288K
Moody National Bank Trust Division 0.03% No change 2,425 $287K
Trust Co. of Vermont 0.01% Reduce -12.0% 2,404 $285K
Trueblood Wealth Management, LLC 0.13% No change 2,364 $280K
Studio Investment Management LLC 0.06% Add +561.0% 2,353 $279K
Code Waechter LLC 0.23% Reduce -53.3% 2,347 $278K
GatePass Capital, LLC 0.21% No change 2,342 $277K
Exchange Traded Concepts, LLC 0.01% Add +1.2% 2,342 $277K
CENTRAL TRUST Co 0.01% Reduce -11.9% 2,339 $277K
Beacon Pointe Advisors, LLC 0.00% Reduce -4.8% 2,331 $276K
Marietta Investment Partners LLC 0.07% No change 2,320 $275K
Cadence Bank 0.02% No change 2,316 $274K
CI Investments Inc. 0.00% Reduce -64.9% 2,310 $274K
FreeGulliver LLC 0.14% Add +0.2% 2,304 $273K
Kesler, Norman & Wride, LLC 0.05% Reduce -0.2% 2,304 $273K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 2,289 $271K
Wallace Capital Management Inc. 0.03% Add +7.0% 2,285 $271K
Vestcor Inc 0.01% No change 2,279 $270K
Wedgewood Investors Inc. 0.32% Reduce -2.1% 2,271 $269K
Columbus Macro, LLC 0.04% Reduce -4.1% 2,259 $267K
Columbia Asset Management 0.05% Add +9.7% 2,257 $267K
Rossmore Private Capital 0.03% No change 2,250 $266K
Kera Capital Partners, Inc. 0.08% New 2,205 $261K
Capital Investment Advisory Services, LLC 0.02% New 2,205 $261K
Integris Wealth Management, LLC 0.07% No change 2,200 $261K
Park National Corp. 0.01% Reduce -7.1% 2,192 $260K
Cresset Asset Management, LLC 0.00% Reduce -97.0% 2,185 $259K
Meridian Wealth Management, LLC 0.01% Reduce -0.2% 2,169 $257K
CHICAGO TRUST Co NA 0.05% Reduce -13.5% 2,146 $254K
CWA Asset Management Group, LLC 0.01% Reduce -13.5% 2,144 $254K
United Services Automobile Association 0.01% New 2,179 $253K
Moneta Group Investment Advisors LLC 0.00% Add +4.2% 2,129 $252K
Glenview Trust Co 0.00% New 2,126 $252K
Letson Investment Management, Inc. 0.10% No change 2,120 $251K
Pinnacle Financial Partners Inc 0.01% Add +3.2% 2,104 $249K
Mechanics Financial Corp 0.11% No change 2,100 $249K
T. Rowe Price Investment Management, Inc. 0.00% New 2,081 $247K
Atlas Wealth LLC 0.13% No change 2,079 $246K
Johnson Financial Group, Inc. 0.01% No change 2,078 $246K
American Century Companies Inc. 0.00% Reduce -20.8% 2,071 $245K
Townsquare Capital LLC 0.00% Add +7.4% 2,055 $243K
Simon Quick Advisors, LLC 0.01% New 2,023 $240K
First Financial Bank - Trust Division 0.02% Reduce -9.4% 2,023 $240K
Vident Advisory, LLC 0.00% New 2,019 $239K
Clear Creek Financial Management, LLC 0.02% New 2,015 $239K
Valeo Financial Advisors, LLC 0.01% New 2,015 $239K
Triangle Securities Wealth Management 0.06% New 2,002 $237K
Davis Investment Partners, LLC 0.10% New 2,011 $237K
Borer Denton & Associates, Inc. 0.08% No change 2,000 $237K
Northeast Financial Consultants Inc 0.01% Reduce -13.0% 2,000 $237K
Rathbones Group PLC 0.00% No change 2,000 $237K
Brave Asset Management Inc. 0.07% Reduce -26.3% 1,995 $236K
SouthState Bank Corp 0.01% Add +6.3% 1,976 $234K
Regions Financial Corp. 0.00% Reduce -1.7% 1,964 $233K
Roberts Glore & Co. Inc. 0.07% Reduce -4.8% 1,963 $232K
Burns J W & Co. Inc. 0.03% Reduce -44.4% 1,930 $229K
Two Sigma Securities, LLC 0.03% Reduce -7.1% 1,921 $227K
StoneX Group Inc. 0.01% Reduce -3.6% 1,916 $227K
SPC Financial, Inc. 0.02% Add +4.6% 1,904 $225K
Mission Creek Capital Partners, Inc. 0.05% Reduce -35.0% 1,891 $224K
Mufg Securities Americas Inc. 0.03% Add +19.9% 1,884 $223K
Journey Advisory Group, LLC 0.02% Reduce -15.8% 1,882 $223K
CX Institutional 0.01% New 1,877 $222K
Gleason Group, Inc. 0.04% Add +1.0% 1,874 $222K
Conestoga Capital Advisors, LLC 0.00% No change 1,845 $218K
Scientech Research LLC 0.06% Reduce -64.1% 1,835 $217K
Kennon-Green & Company, LLC 0.18% New 1,828 $216K
Kohmann Bosshard Financial Services, LLC 0.03% No change 1,819 $215K
Federation des caisses Desjardins du Quebec 0.00% Reduce -1.8% 1,804 $214K
Colonial Trust Advisors 0.02% Reduce -14.3% 1,800 $213K
Moller Wealth Partners 0.05% New 1,778 $211K
Affinity Investment Advisors, LLC 0.17% New 1,770 $210K
Profund Advisors LLC 0.01% New 1,756 $208K
Savant Capital, LLC 0.00% Reduce -15.3% 1,755 $208K
Atlas Capital Advisors Inc. 0.03% Reduce -1.7% 1,749 $207K
Formidable Asset Management, LLC 0.03% New 1,743 $206K
Klingman & Associates, LLC 0.01% Reduce -4.5% 1,743 $206K
Schechter Investment Advisors, LLC 0.02% Reduce -16.2% 1,742 $206K
Stokes Family Office, LLC 0.02% New 1,741 $206K
Obermeyer Wealth Partners 0.01% New 1,723 $204K
PFG Investments, LLC 0.01% Reduce -11.9% 1,721 $204K
First National Trust Co 0.01% New 1,715 $203K
Merit Financial Group, LLC 0.00% New 1,715 $203K
West Family Investments, Inc. 0.08% New 1,712 $203K
Apella Capital, LLC 0.01% New 1,747 $201K
Soltis Investment Advisors LLC 0.02% New 1,695 $201K
Oppenheimer & Co. Inc. 0.00% New 1,695 $201K
Smithfield Trust Co 0.01% Add +8.5% 1,615 $191K
Adirondack Trust Co. 0.07% No change 1,587 $188K
Hazlett, Burt & Watson, Inc. 0.08% Add +29.1% 1,553 $184K
Horizon Investments, LLC 0.01% Add +5.8% 1,545 $183K
Mather Group, Llc. 0.00% Reduce -5.7% 1,519 $180K
Central Pacific Bank - Trust Division 0.03% No change 1,500 $178K
Tower Research Capital LLC (TRC) 0.01% Reduce -77.0% 1,481 $175K
Brown, Lisle/Cummings, Inc. 0.05% No change 1,458 $173K
Geneos Wealth Management Inc. 0.01% Add +14.9% 1,378 $163K
Signaturefd, LLC 0.00% Reduce -42.7% 1,289 $153K
Delta Asset Management LLC 0.01% Reduce -28.1% 1,278 $151K
Coastline Trust Co 0.02% Reduce -15.0% 1,250 $148K
Smartleaf Asset Management LLC 0.01% Reduce -7.8% 1,271 $148K
GPS Wealth Strategies Group, LLC 0.02% No change 1,222 $145K
Manchester Capital Management LLC 0.02% Reduce -1.2% 1,212 $144K
Private Trust Co. NA 0.01% Add +43.5% 1,208 $143K
Centaurus Financial, Inc. 0.01% Reduce -5.7% 1,174 $139K
Sachetta, LLC 0.06% Reduce -17.4% 1,151 $136K
Siemens Fonds Invest GmbH 0.01% New 1,146 $136K
Versant Capital Management, Inc 0.02% Add +116.5% 1,139 $135K
Leonteq Securities AG 0.01% Reduce -10.4% 1,105 $131K
Y.D. More Investments Ltd 0.01% Add +14.5% 1,017 $120K
Curat Global, LLC 0.14% — 988 $117K
Sit Investment Associates Inc. 0.00% Add +15.4% 900 $107K
Crews Bank & Trust 0.02% Reduce -7.2% 885 $105K
JTC Employer Solutions Trustee Ltd 0.01% No change 860 $102K
First Command Advisory Services, Inc. 0.00% No change 861 $102K
Golden State Wealth Management, LLC 0.01% Add +1.0% 842 $100K
Sound Income Strategies, LLC 0.01% Reduce -0.5% 841 $100K
Fourth Dimension Wealth, LLC 0.05% No change 823 $97K
Salem Investment Counselors Inc. 0.00% Add +19.2% 787 $93K
Principal Securities, Inc. 0.00% No change 819 $90K
Stone House Investment Management, LLC 0.02% New 746 $88K
Whittier Trust Co. 0.00% Reduce -21.7% 718 $85K
IMA Advisory Services, Inc. 0.01% New 706 $84K
Knuff & Co LLC 0.03% Reduce -36.0% 677 $80K
Citizens National Bank Trust Department 0.02% No change 664 $79K
Blue Trust, Inc. 0.00% Reduce -3.9% 662 $78K
NBT Bank, N.A. 0.01% No change 601 $71K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 600 $71K
Barrett & Company, Inc. 0.03% Add +0.3% 570 $68K
IFP Advisors, Inc 0.00% Reduce -4.5% 503 $65K
Bank of New Hampshire 0.02% No change 535 $63K
Parkside Financial Bank & Trust 0.01% Reduce -2.4% 526 $62K
Caldwell Trust Co 0.01% No change 525 $62K
Brown Brothers Harriman & Co. 0.00% No change 523 $62K
Towne Trust Company, N.A 0.02% New 516 $61K
EverSource Wealth Advisors, LLC 0.00% Add +45.3% 507 $60K
ESL Trust Services, LLC 0.01% No change 500 $59K
JNBA Financial Advisors 0.01% No change 486 $58K
UMB Bank, n.a. 0.00% Reduce -5.9% 478 $57K
First Horizon Advisors, Inc. 0.00% Reduce -22.8% 475 $56K
Trivant Custom Portfolio Group, LLC 0.03% No change 475 $56K
Hexagon Capital Partners LLC 0.01% Add +0.4% 474 $56K
St Germain D J Co. Inc. 0.00% Reduce -35.9% 447 $53K
Joseph Group Capital Management 0.02% Reduce -98.1% 445 $53K
Financial Freedom, LLC 0.03% Add +2.6% 441 $52K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -10.1% 443 $52K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -14.9% 435 $52K
McIlrath & Eck, LLC 0.01% Reduce -3.8% 432 $51K
Costello Asset Management, INC 0.02% New 426 $50K
Pinnacle Bancorp, Inc. 0.02% Reduce -16.3% 420 $50K
GeoWealth Management, LLC 0.00% Reduce -56.6% 420 $50K
Ransom Advisory, Ltd 0.02% No change 400 $47K
First Financial Corp. 0.02% No change 400 $47K
Arax Advisory Partners 0.00% Add +30.8% 395 $47K
Perkins Coie Trust Co 0.01% No change 392 $46K
GW&K Investment Management, LLC 0.00% Reduce -11.2% 389 $46K
National Pension Service 0.00% Add +74.9% 383 $45K
Rosenberg Matthew Hamilton 0.01% No change 370 $44K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 365 $43K
Hantz Financial Services, Inc. 0.00% Add +0.3% 352 $42K
Monetary Management Group Inc. 0.01% No change 350 $41K
Eastern Bank 0.00% No change 331 $39K
Rothschild Investment LLC 0.00% Reduce -22.6% 318 $38K
Sentry Investment Management LLC 0.03% Reduce -23.0% 328 $37K
Key Financial Inc 0.01% No change 308 $36K
Investors Research Corp 0.01% No change 282 $33K
Cooksen Wealth, LLC 0.03% New 260 $33K
Global Financial Private Client, LLC 0.01% Add +3.9% 269 $32K
AdvisorNet Financial, Inc 0.00% Reduce -8.8% 269 $32K
N.E.W. Advisory Services LLC 0.00% New 254 $30K
Ulland Investment Advisors, LLC 0.03% Add +1.2% 254 $30K
Baron Capital (BAMCO) 0.00% No change 251 $30K
Minot DeBlois Advisors LLC 0.03% No change 250 $30K
Kentucky Trust Co 0.02% No change 250 $30K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +0.8% 248 $29K
Tompkins Financial Corp. 0.00% No change 235 $28K
Harbor Investment Advisory, LLC 0.00% Reduce -18.1% 230 $27K
Colonial Trust Co / SC 0.00% Add +0.9% 227 $27K
Assetmark, Inc. 0.00% Add +4.1% 227 $27K
Archer Investment Corp 0.01% Add +0.9% 220 $26K
Tortoise Investment Management, LLC 0.00% Add +87.0% 215 $25K
Acadian Asset Management LLC 0.00% Reduce -78.4% 218 $25K
Duncker Streett & Co. Inc. 0.00% No change 202 $24K
Larson Financial Group LLC 0.00% Add +42.5% 201 $24K
Estabrook Capital Management 0.00% No change 200 $24K
HM Payson & Co. 0.00% No change 200 $24K
Caldwell Sutter Capital, Inc. 0.01% Add +15.5% 186 $22K
Lanark Financial, Inc. 0.00% — 192 $22K
MCF Advisors LLC 0.00% Reduce -9.8% 185 $22K
Old Second National Bank of Aurora 0.01% No change 180 $21K
Vermillion Wealth Management, Inc. 0.01% Add +0.6% 176 $21K
WPG Advisers, LLC 0.02% Add +11.5% 174 $21K
CBIZ Investment Advisory Services, LLC 0.00% No change 173 $20K
Kestra Investment Management, LLC 0.00% New 162 $19K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 159 $19K
Darwin Wealth Management, LLC 0.01% No change 167 $18K
DT Investment Partners, LLC 0.00% No change 153 $18K
Flagship Wealth Advisors, LLC 0.01% Add +0.7% 152 $18K
Plante Moran Financial Advisors, LLC 0.00% No change 151 $18K
Core Alternative Capital 0.00% No change 150 $18K
Asset Dedication, LLC 0.00% No change 150 $18K
Kiker Wealth Management, LLC 0.01% New 148 $18K
Hemington Wealth Management 0.00% Add +47.1% 150 $17K
Accredited Wealth Management, LLC 0.01% No change 140 $17K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 136 $16K
Chelsea Counsel Co. 0.01% No change 130 $15K
2UniFi Bank 0.01% No change 134 $15K
Piscataqua Savings Bank 0.01% No change 125 $15K
Private Wealth Asset Management, LLC 0.00% — 125 $15K
Atticus Wealth Management, LLC 0.00% No change 120 $14K
Bellevue Asset Management, LLC 0.01% No change 119 $14K
Covestor Ltd 0.01% Add +1.7% 120 $14K
Capital Advisors, Ltd. LLC 0.00% Reduce -48.9% 118 $14K
New England Capital Financial Advisors LLC 0.01% Add +0.9% 115 $14K
Rossby Financial, LCC 0.01% New 116 $13K
Glen Eagle Advisors, LLC 0.00% No change 113 $13K
Syntax Research, Inc. 0.01% No change 112 $13K
SIMA Wealth Partners, LLC 0.01% Reduce -41.3% 111 $13K
SBI Securities Co., Ltd. 0.00% Add +3.8% 110 $13K
True Wealth Design, LLC 0.00% No change 107 $13K
MV Capital Management, Inc. 0.00% Reduce -5.4% 106 $13K
Rise Advisors, LLC 0.01% New 106 $13K
Sittner & Nelson, LLC 0.01% No change 105 $12K
JFS Wealth Advisors, LLC 0.00% Reduce -1.9% 102 $12K
Cromwell Holdings LLC 0.01% Reduce -54.3% 102 $12K
Aventura Private Wealth, LLC 0.01% Add +1.0% 101 $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
TD Private Client Wealth LLC 0.00% Reduce -6.1% 93 $11K
Peregrine Capital Management LLC 0.00% No change 90 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +1.1% 90 $11K
Independence Bank of Kentucky 0.00% No change 83 $10K
Grove Bank & Trust 0.00% Add +78.0% 73 $9K
Bellwether Advisors, LLC 0.00% Add +1.4% 71 $8K
Ogorek Anthony Joseph /NY/ 0.00% New 73 $8K
Bell Investment Advisors, Inc 0.00% Add +26.4% 67 $8K
BankPlus Trust Department 0.00% No change 64 $8K
Ruedi Wealth Management, Inc. 0.00% No change 63 $7K
Quent Capital, LLC 0.00% Reduce -59.3% 61 $7K
Princeton Global Asset Management LLC 0.00% No change 59 $7K
Brooklyn Investment Group 0.00% Add +107.1% 58 $7K
Truvestments Capital LLC 0.00% Reduce -63.9% 57 $7K
Financial Avengers, Inc. 0.00% No change 55 $7K
Whipplewood Advisors, LLC 0.00% Add +98.2% 111 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 52 $6K
Wood Tarver Financial Group, LLC 0.00% No change 47 $6K
Wolff Wiese Magana LLC 0.00% Reduce -57.1% 45 $5K
Anfield Capital Management, LLC 0.00% No change 43 $5K
Saudi Central Bank 0.03% New 42 $5K
ORG Partners LLC 0.00% No change 40 $5K
Montag A & Associates Inc. 0.00% No change 40 $5K
Spire Wealth Management 0.00% Reduce -65.8% 39 $5K
Addison Advisors LLC 0.00% Reduce -75.3% 37 $4K
Sandy Spring Bank 0.00% Reduce -91.5% 36 $4K
Raffa Wealth Management, LLC 0.00% No change 34 $4K
Binnacle Investments Inc 0.00% — 34 $4K
Dagco, Inc. 0.00% New 33 $4K
First Pacific Financial 0.00% No change 33 $4K
NewSquare Capital LLC 0.00% New 32 $4K
Heritage Wealth Advisors 0.00% No change 30 $4K
Holos Integrated Wealth LLC 0.00% No change 29 $3K
Main Street Group, LTD 0.00% No change 27 $3K
Iron Horse Wealth Management, LLC 0.00% No change 26 $3K
Fortis Group Advisors, LLC 0.00% No change 26 $3K
Dunhill Financial, LLC 0.00% Reduce -7.1% 26 $3K
Coston, McIsaac & Partners 0.00% Reduce -24.3% 28 $3K
Lindbrook Capital, LLC 0.00% Reduce -95.7% 24 $3K
Zions Bancorporation, National Association 0.00% — 24 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 23 $3K
Putney Financial Group LLC 0.00% No change 23 $3K
TCTC Holdings, LLC 0.00% No change 22 $3K
Tradewinds Capital Management, LLC 0.00% No change 22 $3K
Bruce G. Allen Investments, LLC 0.00% Reduce -40.0% 21 $2K
Clearstead Trust, LLC 0.00% New 21 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 20 $2K
Red Tortoise LLC 0.00% New 20 $2K
City State Bank 0.00% No change 20 $2K
Edmond DE Rothschild Holding S.A. 0.00% No change 20 $2K
Fortitude Family Office, LLC 0.00% No change 19 $2K
Rialto Wealth Management, LLC 0.00% New 17 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +21.4% 17 $2K
Ascentis Wealth Management, LLC 0.00% No change 16 $2K
Greenline Partners, LLC 0.00% New 16 $2K
Chesapeake Asset Management LLC 0.00% New 16 $2K
SJS Investment Consulting Inc. 0.00% Add +66.7% 15 $2K
Cornerstone Planning Group LLC 0.00% Add +25.0% 15 $2K
Beacon Capital Management, LLC 0.00% Reduce -62.5% 12 $1K
Northwest Capital Management Inc 0.00% No change 12 $1K
Boyd Watterson Asset Management LLC 0.00% No change 12 $1K
Highline Wealth Partners LLC 0.00% New 12 $1K
Private Wealth Management Group, LLC 0.00% Reduce -56.5% 10 $1K
Abound Wealth Management 0.00% Reduce -61.5% 10 $1K
Murphy & Mullick Capital Management Corp 0.00% No change 10 $1K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 10 $1K
Smallwood Wealth Investment Management, LLC 0.00% New 10 $1K
Medallion Wealth Advisors, LLC 0.00% No change 10 $1K
Physician Wealth Advisors, Inc. 0.00% No change 9 $1K
Tsfg, LLC 0.00% No change 7 $1K
Transamerica Financial Advisors, LLC 0.00% No change 2 $1K
Capital A Wealth Management, LLC 0.00% New 8 $947
Future Financial Wealth Managment LLC 0.00% No change 7 $863
Prestige Wealth Management Group LLC 0.00% No change 6 $711
WealthTrak Capital Management LLC 0.00% New 5 $593
TFC Financial Management, Inc. 0.00% New 5 $593
Activest Wealth Management 0.00% Add +0.0% 5 $592
Frazier Financial Advisors, LLC 0.00% No change 4 $474
WestEnd Advisors, LLC 0.00% Add +300.0% 4 $474
HFM Investment Advisors, LLC 0.00% — 3 $356
Parkworth Wealth Management, Inc. 0.00% No change 3 $355
Bay Harbor Wealth Management, LLC 0.00% New 3 $355
Winnacle Wealth LLC 0.00% Add +50.0% 3 $344
Bfsg, LLC 0.00% No change 3 $331
Carolinas Wealth Consulting LLC 0.00% Reduce -50.0% 2 $237
FSA Wealth Management LLC 0.00% No change 2 $237
Financial Perspectives, Inc 0.00% No change 2 $237
Oakworth Capital, Inc. 0.00% No change 2 $237
Sunbelt Securities, Inc. 0.00% No change 2 $237
Salomon & Ludwin, LLC 0.00% No change 2 $237
SOA Wealth Advisors, LLC. 0.00% No change 1 $133
Winch Advisory Services, LLC 0.00% No change 1 $130
TD Capital Management LLC 0.00% No change 1 $121
American Capital Advisory, LLC 0.00% New 1 $119
Avion Wealth 0.00% New 9 $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.