The JM SmuckerSJM
13F holders, Q4 2025 (December 31)822holders +14
78new positions
90sold out
11famous investors
$97.81avg. 13F price*
At the end of Q4 2025, 822 institutions reported holding The JM Smucker Co. (SJM) in their 13F filings, up 14 from Q3 2025. 78 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock, Inc. ($830.1M) and State Street Corp. ($702.3M). 11 famous investors held it, including John W. Rogers Jr. (1.7% of Ariel Investments's portfolio), Steve Cohen (0.3% of Point72 Asset Management's portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).
- Company
- The JM Smucker Co.
- Filed as
- SMUCKER J M CO (Q4 2025)
- Sector
- Consumer Staples
- CUSIP
- 832696405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $246.1M |
| Exits | 90 | $113.5M |
All 13F filers, Q3 2025 → Q4 2025: 14,251,639 shares bought and 9,062,615 shares sold, net +5,189,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 822 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.3% | 12,458,770 | $1.2B |
| BlackRock, Inc. | 0.01% | Reduce -1.5% | 8,486,840 | $830.1M |
| State Street Corp. | 0.02% | Add +0.2% | 7,180,173 | $702.3M |
| Barclays PLC | 0.16% | Add +3.7% | 4,104,651 | $401.5M |
| UBS Group AG | 0.08% | Add +238.7% | 3,924,282 | $383.8M |
| Dimensional Fund Advisors LP | 0.07% | Add +33.5% | 3,392,300 | $331.8M |
| Geode Capital Management, LLC | 0.02% | Add +0.1% | 2,827,215 | $275.5M |
| Invesco Ltd. | 0.03% | Add +5.8% | 2,783,272 | $272.2M |
| Citadel Advisors | 0.18% | Add +50.8% | 2,634,634 | $257.7M |
| Morgan Stanley | 0.01% | Add +16.8% | 2,486,596 | $243.2M |
| Hotchkis & Wiley Capital Management LLC | 0.60% | Add +300.9% | 2,057,630 | $201.3M |
| Point72 Asset Management | 0.30% | New | 1,843,866 | $180.3M |
| Ariel Investments | 1.70% | Add +4.2% | 1,608,943 | $157.4M |
| Balyasny Asset Management L.P. | 0.30% | Reduce -17.9% | 1,583,041 | $154.8M |
| FMR LLC | 0.01% | Reduce -7.8% | 1,537,033 | $150.3M |
| ProShare Advisors LLC | 0.26% | Reduce -1.8% | 1,534,578 | $150.1M |
| Millennium Management | 0.10% | Reduce -13.1% | 1,367,299 | $133.7M |
| Capitolis Liquid Global Markets LLC | 0.76% | Add +26.1% | 1,311,000 | $128.2M |
| Marshall Wace, LLP | 0.12% | Add +41.7% | 1,240,592 | $121.3M |
| Two Sigma Investments, LP | 0.18% | Reduce -22.9% | 1,177,802 | $115.2M |
| Deutsche Bank AG | 0.04% | Reduce -18.8% | 1,145,395 | $112.0M |
| Northern Trust Corp. | 0.01% | Reduce -8.5% | 1,119,437 | $109.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.6% | 1,060,368 | $103.7M |
| Norges Bank | 0.01% | — | 950,416 | $93.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.5% | 944,792 | $92.4M |
| Amundi | 0.03% | Add +12.7% | 930,357 | $91.0M |
| Two Sigma Advisers, LP | 0.17% | Reduce -40.2% | 895,292 | $87.6M |
| Bank of America Corp. | 0.01% | Add +13.3% | 724,293 | $70.8M |
| LSV Asset Management | 0.15% | Reduce -12.4% | 708,900 | $69.3M |
| Nearwater Capital Markets, Ltd | 1.14% | No change | 680,000 | $66.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -8.6% | 664,493 | $65.0M |
| Squarepoint Ops LLC | 0.12% | Add +653.5% | 625,205 | $61.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +123.1% | 571,049 | $55.9M |
| First Trust Advisors LP | 0.04% | Add +7.5% | 563,502 | $55.1M |
| Staley Capital Advisers Inc. | 2.19% | Reduce -4.5% | 543,852 | $53.2M |
| NewEdge Advisors, LLC | 0.19% | Add +10549.5% | 533,434 | $52.2M |
| Vest Financial, LLC | 0.58% | Reduce -6.7% | 470,907 | $46.1M |
| Wells Fargo & Company | 0.01% | Reduce -7.8% | 452,054 | $44.2M |
| D. E. Shaw & Co. | 0.03% | Add +339.9% | 433,322 | $42.4M |
| SG Americas Securities, LLC | 0.05% | Reduce -33.9% | 394,278 | $38.6M |
| Nomura Asset Management Co. Ltd. | 0.10% | Reduce -2.3% | 384,622 | $37.6M |
| National Bank of Canada | 0.04% | Reduce -72.7% | 383,030 | $37.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -55.8% | 382,079 | $37.4M |
| Worldquant Millennium Advisors LLC | 0.14% | Add +844.4% | 370,399 | $36.2M |
| Legal & General Group Plc | 0.01% | Reduce -5.4% | 331,639 | $32.4M |
| ExodusPoint Capital Management, LP | 0.36% | Add +23.5% | 329,731 | $32.3M |
| FIL Ltd | 0.02% | Add +292.5% | 300,000 | $29.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +429.7% | 298,752 | $29.3M |
| Swiss National Bank | 0.02% | Reduce -4.9% | 292,365 | $28.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.4% | 290,577 | $28.4M |
| Douglas Lane & Associates, LLC | 0.37% | Reduce -6.9% | 278,788 | $27.3M |
| California Public Employees Retirement System | 0.02% | Reduce -18.2% | 272,216 | $26.6M |
| AQR Capital Management | 0.01% | Reduce -73.8% | 269,498 | $26.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +4.7% | 271,304 | $26.2M |
| Assenagon Asset Management S.A. | 0.04% | Reduce -71.0% | 266,543 | $26.1M |
| Advisors Capital Management, LLC | 0.30% | Reduce -9.2% | 257,042 | $25.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -6.3% | 255,100 | $25.0M |
| Rhumbline Advisers | 0.02% | Reduce -0.5% | 235,870 | $23.1M |
| Bridgewater Associates | 0.08% | Add +3350.8% | 232,966 | $22.8M |
| BNP Paribas Financial Markets | 0.01% | Add +7.1% | 230,994 | $22.6M |
| Freestone Grove Partners LP | 0.16% | Reduce -48.5% | 226,180 | $22.1M |
| Nuveen, LLC | 0.01% | Reduce -7.8% | 216,095 | $21.1M |
| Cwm, LLC | 0.06% | Reduce -17.9% | 212,499 | $20.8M |
| Bank of Montreal | 0.01% | Add +7.8% | 200,283 | $19.6M |
| California State Teachers Retirement System | 0.02% | Reduce -3.6% | 189,844 | $18.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +130.7% | 184,104 | $18.0M |
| Swedbank AB | 0.02% | Add +17.8% | 180,595 | $17.7M |
| Lazard Asset Management LLC | 0.03% | Add +1.9% | 180,260 | $17.6M |
| Keybank National Association | 0.06% | Add +500.1% | 166,080 | $16.2M |
| Citigroup Inc. | 0.01% | Add +34.3% | 163,604 | $16.0M |
| HSBC Holdings PLC | 0.01% | Reduce -24.1% | 162,492 | $15.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.3% | 157,689 | $15.4M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +60.3% | 157,532 | $15.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.08% | Reduce -8.7% | 148,921 | $14.6M |
| GAMCO Investors | 0.14% | Reduce -3.1% | 146,188 | $14.3M |
| Verition Fund Management LLC | 0.08% | Add +31.0% | 138,833 | $13.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +9.8% | 131,985 | $13.0M |
| Speece Thorson Capital Group Inc. | 2.74% | Reduce -21.3% | 129,299 | $12.6M |
| Gradient Investments LLC | 0.20% | Add +0.1% | 128,191 | $12.5M |
| Gabelli Funds LLC | 0.09% | Reduce -7.7% | 128,050 | $12.5M |
| Royal Bank of Canada | 0.00% | Reduce -15.1% | 124,256 | $12.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.6% | 121,043 | $11.8M |
| MAI Capital Management | 0.07% | Add +4.6% | 119,130 | $11.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.4% | 117,636 | $11.5M |
| Cerity Partners LLC | 0.02% | Reduce -9.6% | 117,202 | $11.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.9% | 110,928 | $10.8M |
| LPL Financial LLC | 0.00% | Reduce -8.8% | 104,847 | $10.3M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 103,413 | $10.1M |
| TD Asset Management Inc | 0.01% | Reduce -19.6% | 103,028 | $10.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.2% | 102,595 | $10.0M |
| Prudential Financial Inc. | 0.01% | Add +44.1% | 99,808 | $9.8M |
| LBP Am SA | 0.11% | Add +589.8% | 98,607 | $9.6M |
| Night Squared LP | 2.69% | New | 97,418 | $9.5M |
| DNB Asset Management AS | 0.03% | Add +78.2% | 97,409 | $9.5M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -0.8% | 96,327 | $9.4M |
| Hudson Bay Capital Management LP | 0.06% | Add +37.6% | 95,758 | $9.4M |
| Stifel Financial Corp. | 0.01% | Reduce -13.5% | 93,051 | $9.1M |
| Susquehanna International Group, LLP | 0.01% | Add +168.6% | 91,871 | $9.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.43% | Add +3.4% | 91,048 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.1% | 90,243 | $8.8M |
| Aviva PLC | 0.01% | Add +5.9% | 85,431 | $8.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +335.6% | 83,200 | $8.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +3.7% | 82,922 | $8.1M |
| Commerzbank Aktiengesellschaft | 0.16% | Add +12.5% | 81,398 | $8.0M |
| Storebrand Asset Management As | 0.02% | Add +2.2% | 81,261 | $7.9M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -9.1% | 78,050 | $7.6M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 76,868 | $7.5M |
| Cyndeo Wealth Partners, LLC | 0.40% | Reduce -3.2% | 75,794 | $7.4M |
| New York State Teachers Retirement System | 0.01% | Reduce 0.0% | 75,471 | $7.4M |
| Asset Management One Co., Ltd. | 0.02% | Add +0.9% | 73,723 | $7.3M |
| Danske Bank A/S | 0.02% | Add +4.3% | 74,804 | $7.3M |
| Vontobel Holding Ltd. | 0.02% | Add +4.7% | 73,443 | $7.2M |
| Daymark Wealth Partners, LLC | 0.23% | Reduce -3.6% | 73,186 | $7.2M |
| Blair William & Co. | 0.02% | Add +178.2% | 72,989 | $7.1M |
| Hudson Edge Investment Partners Inc. | 1.05% | Add +20.9% | 72,437 | $7.1M |
| Yousif Capital Management, LLC | 0.08% | Reduce -4.1% | 66,456 | $6.9M |
| Sage Capital Advisors,llc | 1.62% | Add +1.3% | 69,644 | $6.8M |
| Clark & Stuart, Inc | 4.65% | Reduce -6.0% | 68,976 | $6.7M |
| Taproot Management LP | 1.07% | — | 67,644 | $6.6M |
| New York State Common Retirement Fund | 0.01% | No change | 66,375 | $6.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -9.8% | 64,646 | $6.3M |
| Sei Investments Co. | 0.01% | Reduce -7.0% | 63,768 | $6.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.7% | 63,612 | $6.2M |
| American Century Companies Inc. | 0.00% | Add +180.7% | 63,195 | $6.2M |
| Voloridge Investment Management, LLC | 0.02% | New | 61,844 | $6.0M |
| KLP Kapitalforvaltning As | 0.02% | No change | 61,723 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Add +1.7% | 59,628 | $5.8M |
| Nomura Holdings Inc. | 0.02% | Add +17.3% | 57,452 | $5.6M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -9.1% | 56,728 | $5.6M |
| Munich Reinsurance Co Stock Corp in Munich | 0.13% | New | 55,453 | $5.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -59.7% | 55,502 | $5.4M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.4% | 55,125 | $5.4M |
| Calydon Capital | 0.89% | Reduce -5.2% | 53,995 | $5.3M |
| Thompson Investment Management, Inc. | 0.66% | Add +6.8% | 53,734 | $5.3M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -2.4% | 50,043 | $5.2M |
| Tudor Investment Corporation | 0.03% | New | 52,034 | $5.1M |
| Trexquant Investment LP | 0.05% | New | 51,878 | $5.1M |
| Corient Private Wealth LP | 0.01% | Reduce -22.4% | 51,714 | $5.1M |
| Ethic Inc. | 0.08% | Reduce -7.8% | 50,611 | $5.0M |
| Captrust Financial Advisors | 0.01% | Reduce -12.2% | 50,200 | $4.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +2.4% | 49,568 | $4.9M |
| Hourglass Capital, LLC | 1.04% | Reduce -3.9% | 49,370 | $4.8M |
| Quantinno Capital Management LP | 0.01% | Add +9.9% | 48,523 | $4.7M |
| Credit Agricole S A | 0.01% | Add +267.2% | 46,498 | $4.5M |
| M&T Bank Corp | 0.01% | Reduce -4.5% | 46,417 | $4.5M |
| Reik & Co., LLC | 1.24% | Reduce -1.7% | 46,182 | $4.5M |
| Wedge Capital Management L L P | 0.08% | Add +8.9% | 44,883 | $4.4M |
| Allworth Financial LP | 0.02% | Add +372.6% | 44,736 | $4.4M |
| AE Wealth Management LLC | 0.02% | Add +10.8% | 44,064 | $4.3M |
| Alerus Financial NA | 0.21% | Reduce -28.3% | 43,899 | $4.3M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 43,421 | $4.2M |
| Landscape Capital Management, L.L.C. | 0.28% | Reduce -66.0% | 42,751 | $4.2M |
| Focus Partners Wealth | 0.00% | Reduce -4.4% | 42,239 | $4.1M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 32,604 | $4.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -18.6% | 39,765 | $3.9M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Add +1.2% | 39,761 | $3.9M |
| Cibc World Markets Corp. | 0.02% | — | 38,890 | $3.8M |
| Jump Financial, LLC | 0.05% | Add +301.5% | 37,187 | $3.6M |
| Victory Capital Management Inc. | 0.00% | Add +83.9% | 37,112 | $3.6M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -0.1% | 36,739 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +21.5% | 36,452 | $3.6M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 36,126 | $3.5M |
| Toronto Dominion Bank | 0.01% | Reduce -42.9% | 35,629 | $3.5M |
| Magnetar Financial LLC | 0.04% | New | 35,577 | $3.5M |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 35,245 | $3.4M |
| State of Michigan Retirement System | 0.02% | Reduce -1.4% | 34,261 | $3.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | No change | 33,010 | $3.2M |
| Handelsbanken Fonder AB | 0.01% | Reduce -3.3% | 32,600 | $3.2M |
| Parthenon LLC | 0.33% | Reduce -3.3% | 31,643 | $3.1M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -1.3% | 31,537 | $3.1M |
| Comerica Bank | 0.01% | Add +2.0% | 31,410 | $3.1M |
| Intact Investment Management Inc. | 0.09% | Add +4.0% | 31,300 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.7% | 31,192 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -13.3% | 30,925 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +6.8% | 29,925 | $2.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +15.7% | 29,652 | $2.9M |
| Arizona State Retirement System | 0.02% | Reduce -7.3% | 29,361 | $2.9M |
| Stance Capital LLC | 1.05% | Reduce -17.9% | 29,105 | $2.8M |
| Gotham Asset Management | 0.01% | Reduce -64.2% | 28,980 | $2.8M |
| XTX Topco Ltd | 0.07% | New | 28,445 | $2.8M |
| Czech National Bank | 0.02% | Add +3.8% | 28,131 | $2.8M |
| Advisors Asset Management, Inc. | 0.05% | Add +8.0% | 27,931 | $2.7M |
| Maverick Capital | 0.03% | Reduce -15.8% | 27,912 | $2.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +2.9% | 27,850 | $2.7M |
| Korea Investment CORP | 0.01% | Reduce -0.7% | 27,522 | $2.7M |
| Man Group plc | 0.01% | Reduce -67.4% | 27,436 | $2.7M |
| CIBC Asset Management Inc | 0.01% | Add +58.6% | 27,209 | $2.7M |
| Summit Trail Advisors, LLC | 0.05% | Add +7.2% | 27,203 | $2.7M |
| Swiss Life Asset Management Ltd | 0.01% | Add +14.3% | 27,043 | $2.6M |
| Sciencast Management LP | 0.37% | New | 27,041 | $2.6M |
| Silver Lake Advisory, LLC | 1.01% | Reduce -3.4% | 26,750 | $2.6M |
| Natixis | 0.01% | Reduce -94.1% | 26,313 | $2.6M |
| apricus wealth, LLC | 1.31% | Add +0.9% | 26,280 | $2.6M |
| Te Ahumairangi Investment Management Ltd | 0.45% | Reduce -15.8% | 25,870 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.4% | 25,522 | $2.5M |
| Vident Advisory, LLC | 0.02% | Reduce -16.9% | 25,502 | $2.5M |
| Philip James Wealth Mangement, LLC | 0.30% | Reduce -9.6% | 25,328 | $2.5M |
| Creative Planning | 0.00% | Reduce -12.7% | 25,029 | $2.4M |
| McDonald Partners LLC | 0.77% | Reduce -7.9% | 24,837 | $2.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.1% | 24,816 | $2.4M |
| Tredje AP-fonden | 0.02% | Reduce -10.5% | 24,058 | $2.4M |
| New York Life Investment Management LLC | 0.02% | Reduce -4.2% | 24,024 | $2.3M |
| Brevan Howard Capital Management LP | 0.05% | Reduce -23.2% | 23,894 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.2% | 23,742 | $2.3M |
| Qsemble Capital Management, LP | 0.19% | New | 23,729 | $2.3M |
| Toth Financial Advisory Corp. | 0.25% | Reduce -15.4% | 23,550 | $2.3M |
| Ancora Advisors LLC | 0.05% | Add +2.8% | 23,237 | $2.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +842.4% | 23,041 | $2.3M |
| Rodgers Brothers Inc. | 0.27% | Reduce -0.4% | 23,038 | $2.3M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.3% | 22,696 | $2.2M |
| Poehling Capital Management, INC. | 0.45% | Add +403.5% | 22,238 | $2.2M |
| Canada Pension Plan Investment Board | 0.00% | Add +58.6% | 22,200 | $2.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -2.1% | 22,091 | $2.2M |
| Forsta Ap-Fonden | 0.01% | No change | 22,000 | $2.2M |
| IFM Investors Pty Ltd | 0.02% | No change | 21,970 | $2.1M |
| Aberdeen Group plc | 0.00% | Add +12.0% | 21,073 | $2.1M |
| Clark Estates Inc. | 0.50% | No change | 20,987 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -7.1% | 20,884 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -51.3% | 20,677 | $2.0M |
| Cibc World Market Inc. | 0.00% | Add +36.0% | 20,624 | $2.0M |
| ASR Vermogensbeheer N.V. | 0.02% | Reduce -0.8% | 20,562 | $2.0M |
| Kinloch Capital, LLC | 0.83% | Reduce -33.9% | 19,759 | $1.9M |
| Amalgamated Bank | 0.01% | Reduce -2.9% | 19,508 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | Reduce -5.9% | 19,369 | $1.9M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -5.0% | 19,180 | $1.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +23.3% | 18,900 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.3% | 18,589 | $1.8M |
| Nordea Investment Management AB | 0.00% | Reduce -83.9% | 18,131 | $1.8M |
| Woodline Partners LP | 0.01% | Add +29.1% | 18,202 | $1.8M |
| Edgestream Partners, L.P. | 0.05% | Reduce -11.4% | 17,929 | $1.8M |
| Hunter Associates Investment Management LLC | 0.23% | Reduce -1.8% | 17,827 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -17.7% | 17,802 | $1.7M |
| Janus Henderson Group PLC | 0.00% | Add +1.2% | 17,744 | $1.7M |
| Townsend & Associates, Inc | 0.15% | Reduce -0.8% | 16,517 | $1.7M |
| Inceptionr LLC | 0.48% | Add +81.5% | 17,578 | $1.7M |
| National Pension Service | 0.00% | Add +148.3% | 17,397 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.7% | 17,381 | $1.7M |
| Daiwa Securities Group Inc. | 0.01% | Add +2.9% | 17,223 | $1.7M |
| Dorato Capital Management | 1.26% | — | 16,121 | $1.7M |
| Utah Retirement Systems | 0.02% | No change | 17,064 | $1.7M |
| Bank of Nova Scotia | 0.00% | Reduce -73.1% | 16,723 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -11.0% | 15,978 | $1.6M |
| Candriam S.C.A. | 0.01% | No change | 15,700 | $1.5M |
| Foster & Motley Inc. | 0.08% | Add +116.4% | 15,675 | $1.5M |
| HBW Advisory Services LLC | 0.17% | Reduce -14.0% | 15,626 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -6.6% | 15,566 | $1.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -55.9% | 15,496 | $1.5M |
| Cullen Capital Management, LLC | 0.02% | Reduce -19.7% | 15,304 | $1.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +4.8% | 15,080 | $1.5M |
| Xponance LLC | 0.01% | Add +6.6% | 14,924 | $1.5M |
| ING Groep NV | 0.01% | Reduce -91.6% | 14,914 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -30.3% | 15,199 | $1.5M |
| Polianta Ltd | 0.19% | New | 14,900 | $1.5M |
| Flputnam Investment Management Co. | 0.02% | Add +3.0% | 14,761 | $1.4M |
| Tobam | 0.35% | Add +43.9% | 14,727 | $1.4M |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -2.0% | 14,708 | $1.4M |
| Anchor Investment Management, LLC | 0.12% | Reduce -16.3% | 14,686 | $1.4M |
| Franklin Resources Inc. | 0.00% | Reduce -28.4% | 14,636 | $1.4M |
| Huntington National Bank | 0.01% | Reduce -5.3% | 14,529 | $1.4M |
| KBC Group NV | 0.00% | Add +0.4% | 14,504 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.5% | 14,354 | $1.4M |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -87.6% | 14,034 | $1.4M |
| FORA Capital, LLC | 0.17% | Add +202.2% | 12,842 | $1.4M |
| Royal Fund Management, LLC | 0.13% | No change | 14,100 | $1.4M |
| Meyer Handelman Co. | 0.04% | Reduce -2.1% | 13,973 | $1.4M |
| Public Sector Pension Investment Board | 0.00% | Add +50.3% | 13,843 | $1.4M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.0% | 13,804 | $1.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.01% | Reduce -45.1% | 13,777 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -12.1% | 13,754 | $1.3M |
| Northwest & Ethical Investments L.P. | 0.03% | Add +4.7% | 13,738 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -56.0% | 13,535 | $1.3M |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 13,011 | $1.3M |
| Armistice Capital, LLC | 0.03% | New | 12,985 | $1.3M |
| Panagora Asset Management Inc. | 0.00% | Add +5.8% | 12,936 | $1.3M |
| Round Hill Asset Management | 0.80% | Reduce -0.5% | 12,925 | $1.3M |
| Abn Amro Investment Solutions | 0.02% | New | 12,842 | $1.3M |
| Beese Fulmer Investment Management, Inc. | 0.08% | Reduce -7.7% | 12,822 | $1.3M |
| Weaver C. Barksdale & Associates, Inc. | 1.31% | Reduce -10.8% | 12,801 | $1.3M |
| Nordwand Advisors, LLC | 0.22% | Reduce -13.9% | 12,700 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -78.5% | 12,442 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 12,173 | $1.2M |
| Polymer Capital Management (US) LLC | 0.15% | New | 12,104 | $1.2M |
| OP Asset Management Ltd | 0.01% | No change | 11,828 | $1.2M |
| Wellington Management Group LLP | 0.00% | Add +78.3% | 11,600 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 11,587 | $1.1M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.9% | 11,459 | $1.1M |
| Macquarie Group Ltd. | 0.00% | Reduce -38.2% | 11,388 | $1.1M |
| HRT Financial LP | 0.00% | New | 11,341 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.3% | 11,290 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -60.2% | 11,280 | $1.1M |
| Schroder Investment Management Group | 0.00% | Reduce -15.8% | 10,896 | $1.1M |
| Fairfield, Bush & Co. | 0.56% | Reduce -17.3% | 10,873 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -4.5% | 10,615 | $1.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -8.3% | 10,573 | $1.0M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +7.5% | 10,753 | $1.0M |
| Westhampton Capital, LLC | 0.49% | Add +2.9% | 10,543 | $1.0M |
| Commerce Bank | 0.01% | Reduce -1.6% | 10,520 | $1.0M |
| Hussman Strategic Advisors, Inc. | 0.25% | No change | 10,500 | $1.0M |
| S&T Bank | 0.32% | Reduce -24.4% | 10,441 | $1.0M |
| Inlet Private Wealth, LLC | 0.23% | Reduce -12.7% | 10,345 | $1.0M |
| Investment Management Corp of Ontario | 0.01% | Add +104.7% | 10,236 | $1.0M |
| Curbstone Financial Management Corp | 0.19% | Reduce -8.5% | 10,228 | $1.0M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,121 | $990K |
| Scotia Capital Inc. | 0.00% | Reduce -26.5% | 10,108 | $989K |
| Paradigm Asset Management Co. LLC | 0.23% | Reduce -5.6% | 10,100 | $988K |
| Tidal Investments LLC | 0.00% | Reduce -39.8% | 10,057 | $984K |
| Guggenheim Capital LLC | 0.01% | Reduce -40.0% | 9,998 | $978K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.6% | 9,959 | $974K |
| Composition Wealth, LLC | 0.01% | Reduce -3.2% | 9,904 | $969K |
| Edmp, Inc. | 0.79% | No change | 9,826 | $961K |
| Pathstone Holdings, LLC | 0.00% | Reduce -26.7% | 9,783 | $957K |
| Dark Forest Capital Management LP | 0.04% | Reduce -39.0% | 9,564 | $935K |
| Probity Advisors, Inc. | 0.15% | Reduce -4.0% | 9,419 | $921K |
| Bahl & Gaynor LLC | 0.00% | Reduce -0.5% | 9,406 | $920K |
| HMS Capital Management, LLC | 0.38% | Reduce -6.8% | 9,369 | $916K |
| Farmers Trust Co. | 0.15% | Reduce -1.3% | 9,276 | $907K |
| Mattson Financial Services, LLC | 0.21% | Reduce -3.0% | 9,228 | $903K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +20.9% | 9,176 | $898K |
| Moors & Cabot, Inc. | 0.04% | Add +2.0% | 9,147 | $895K |
| Jones Financial Companies LLLP | 0.00% | Add +22.6% | 9,060 | $886K |
| CreativeOne Wealth, LLC | 0.02% | Add +1.4% | 9,016 | $882K |
| Studio Investment Management LLC | 0.16% | Add +14.4% | 8,998 | $880K |
| Aristotle Capital Management, LLC | 0.00% | No change | 8,967 | $877K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -1.8% | 8,934 | $874K |
| Alpha Omega Wealth Management LLC | 0.14% | Reduce -1.1% | 8,917 | $872K |
| Advisory Services Network, LLC | 0.01% | Add +390.2% | 8,877 | $868K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -23.5% | 8,894 | $863K |
| Pensionfund Sabic | 0.23% | No change | 8,800 | $861K |
| Greenwich Wealth Management LLC | 0.04% | Add +6.3% | 8,710 | $852K |
| Concentric Capital Strategies, LP | 0.04% | New | 8,672 | $848K |
| Dynamic Technology Lab Private Ltd | 0.19% | New | 8,652 | $846K |
| Pacer Advisors, Inc. | 0.00% | Reduce -31.4% | 8,401 | $822K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,342 | $816K |
| Mizuho Securities USA LLC | 0.01% | Reduce -0.0% | 7,768 | $809K |
| D.B. Root & Company, LLC | 0.19% | Reduce -9.6% | 8,161 | $798K |
| SBI Okasan Asset Management Co.Ltd. | 0.04% | — | 8,000 | $794K |
| Allstate Corp. | 0.01% | Add +83.5% | 8,004 | $783K |
| Mgo One Seven LLC | 0.02% | Reduce -2.0% | 7,892 | $772K |
| Gsa Capital Partners LLP | 0.07% | Add +106.8% | 7,812 | $764K |
| Wedbush Securities Inc. | 0.02% | Reduce -12.4% | 7,764 | $759K |
| Hardworking Capital Advisors, LLC | 0.69% | — | 7,719 | $755K |
| Eads & Heald Wealth Management | 0.36% | Add +2.1% | 7,690 | $752K |
| Abundance Wealth Counselors | 0.13% | New | 7,651 | $748K |
| AssuredPartners Investment Advisors, LLC | 0.11% | Add +133.2% | 7,638 | $747K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 7,603 | $744K |
| HM Payson & Co. | 0.01% | Add +7450.0% | 7,550 | $738K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -70.0% | 7,521 | $736K |
| Quantitative Investment Management, LLC | 0.07% | Add +40.9% | 7,406 | $724K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -41.4% | 7,333 | $717K |
| CastleKnight Management LP | 0.04% | Reduce -50.0% | 7,300 | $714K |
| Mark Sheptoff Financial Planning, LLC | 0.33% | Reduce -1.4% | 7,168 | $701K |
| &partners | 0.00% | Reduce -4.3% | 7,052 | $688K |
| Gen-Wealth Partners Inc | 0.22% | Add +37.0% | 7,015 | $686K |
| Atria Investments, Inc | 0.01% | Reduce -16.8% | 6,998 | $685K |
| Osmosis Investment Management UK Ltd | 0.02% | — | 6,812 | $666K |
| Banque Cantonale Vaudoise | 0.02% | New | 6,745 | $659K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -21.3% | 6,542 | $640K |
| Kentucky Retirement Systems | 0.02% | No change | 6,506 | $636K |
| Cullen Investment Group, LTD. | 0.08% | Reduce -3.2% | 6,292 | $633K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.7% | 6,395 | $625K |
| DoubleLine ETF Adviser LP | 0.19% | Add +7.6% | 6,349 | $621K |
| Brown Advisory Inc. | 0.00% | Add +1.7% | 6,161 | $603K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.29% | New | 14,371 | $602K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.1% | 6,144 | $601K |
| Hartford Investment Management Co. | 0.02% | Reduce -1.8% | 6,105 | $597K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Reduce -0.0% | 6,078 | $594K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -40.4% | 6,033 | $590K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -2.6% | 5,964 | $583K |
| Aegis Wealth Management, Inc. | 0.46% | — | 5,945 | $581K |
| Norinchukin Bank, The | 0.01% | Add +5.6% | 5,874 | $575K |
| Axq Capital, LP | 0.13% | New | 5,871 | $574K |
| Bokf, NA | 0.01% | Reduce -25.7% | 5,847 | $572K |
| SageView Advisory Group, LLC | 0.02% | Reduce -10.4% | 5,832 | $570K |
| Glenmede Trust Co. NA | 0.00% | — | 5,679 | $555K |
| D.A. Davidson & Co. | 0.00% | Reduce -18.9% | 5,666 | $554K |
| Kingdom Financial Group LLC. | 0.17% | New | 5,574 | $545K |
| Naples Global Advisors, LLC | 0.04% | Reduce -39.0% | 5,565 | $544K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,553 | $543K |
| Global X Japan Co., Ltd. | 0.04% | Reduce -2.4% | 5,512 | $539K |
| Engineers Gate Manager LP | 0.01% | Reduce -19.2% | 5,498 | $538K |
| Van Eck Associates Corp. | 0.00% | Add +5.7% | 5,487 | $537K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.6% | 5,400 | $528K |
| V-Square Quantitative Management LLC | 0.05% | New | 5,383 | $527K |
| Sound Financial Strategies Group, LLC | 0.37% | New | 5,354 | $524K |
| Ostrum Asset Management | 0.02% | Reduce -24.9% | 5,246 | $513K |
| Clearstead Advisors, LLC | 0.01% | Reduce -5.4% | 5,117 | $500K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -2.4% | 5,072 | $496K |
| Burney Co./ | 0.02% | Reduce -0.3% | 5,065 | $495K |
| Centiva Capital, LP | 0.03% | New | 5,054 | $494K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +23.3% | 5,008 | $490K |
| Bailard, Inc. | 0.01% | Add +8.6% | 4,944 | $484K |
| Independent Advisor Alliance | 0.01% | Reduce -5.3% | 4,922 | $481K |
| New Mexico Educational Retirement Board | 0.01% | Add +2.1% | 4,922 | $481K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +18.4% | 4,966 | $480K |
| Clear Creek Financial Management, LLC | 0.04% | Add +33.1% | 4,803 | $470K |
| Ecofi Investissements SA | 0.32% | New | 4,800 | $469K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.1% | 4,768 | $466K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.7% | 4,765 | $466K |
| Sage Private Wealth Group, LLC | 0.25% | Add +21.9% | 4,757 | $465K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 4,754 | $465K |
| Mirabella Financial Services LLP | 0.05% | New | 4,726 | $462K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.5% | 4,695 | $459K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -40.6% | 4,689 | $459K |
| Harbour Investments, Inc. | 0.01% | Add +2.1% | 4,652 | $455K |
| Revisor Wealth Management LLC | 0.12% | Reduce -2.0% | 4,451 | $455K |
| HB Wealth Management, LLC | 0.00% | Reduce -7.0% | 4,619 | $452K |
| GatePass Capital, LLC | 0.24% | No change | 4,610 | $451K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -29.5% | 4,606 | $450K |
| Alkeme Wealth, LLC | 0.19% | Reduce -38.7% | 4,599 | $450K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -13.3% | 4,579 | $448K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.8% | 4,557 | $446K |
| J.M. Arbour, LLC | 0.44% | — | 4,545 | $445K |
| Kendall Capital Management | 0.09% | Reduce -8.7% | 4,520 | $442K |
| Kimelman & Baird, LLC | 0.03% | No change | 4,500 | $440K |
| Clean Yield Group | 0.12% | No change | 4,493 | $439K |
| Greenfield Seitz Capital Management, LLC | 0.14% | Reduce -5.1% | 4,440 | $434K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 4,434 | $434K |
| Brown Financial Advisors | 0.16% | Add +1.3% | 4,432 | $433K |
| MUFG Securities EMEA plc | 0.01% | Add +114.5% | 4,379 | $428K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -3.7% | 4,366 | $427K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -10.3% | 4,352 | $426K |
| Investment Research Partners LLC | 0.18% | Reduce -0.5% | 4,348 | $425K |
| Smith, Moore & Co. | 0.03% | Add +8.3% | 4,323 | $423K |
| Cynosure Group, LLC | 0.04% | New | 4,252 | $416K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.5% | 4,243 | $415K |
| Mitchell Sinkler & Starr | 0.19% | No change | 4,234 | $414K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -80.1% | 4,217 | $412K |
| Twin Capital Management Inc. | 0.05% | Reduce -42.4% | 4,207 | $411K |
| South Dakota Investment Council | 0.01% | No change | 4,188 | $410K |
| Money Concepts Capital Corp. | 0.02% | Add +8.4% | 4,167 | $408K |
| Culbertson A N & Co. Inc. | 0.06% | Reduce -34.9% | 4,156 | $406K |
| DRW Securities, LLC | 0.03% | New | 4,126 | $404K |
| AlphaCore Capital LLC | 0.01% | New | 4,124 | $403K |
| DAVENPORT & Co LLC | 0.00% | Reduce -34.6% | 4,073 | $398K |
| SlateStone Wealth, LLC | 0.03% | No change | 4,055 | $397K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +17.6% | 3,948 | $386K |
| Radnor Capital Management, LLC | 0.06% | No change | 3,941 | $385K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -2.5% | 3,908 | $382K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 3,814 | $373K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.2% | 3,783 | $370K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -0.9% | 3,752 | $367K |
| Copley Financial Group, Inc. | 0.23% | Reduce -3.8% | 3,732 | $365K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -4.2% | 3,729 | $365K |
| CSS LLC | 0.06% | New | 3,720 | $364K |
| Empirical Finance, LLC | 0.02% | Reduce -3.9% | 3,709 | $363K |
| Forum Financial Management, LP | 0.00% | Add +14.2% | 3,678 | $360K |
| City Center Advisors, LLC | 0.33% | New | 3,662 | $358K |
| Venture Visionary Partners LLC | 0.01% | Reduce -33.1% | 3,645 | $357K |
| Mackenzie Financial Corp. | 0.00% | Add +1.5% | 3,625 | $356K |
| Cambient Family Office, LLC | 0.05% | — | 3,630 | $355K |
| Waterloo Capital, L.P. | 0.03% | New | 3,626 | $355K |
| E. Ohman J:or Asset Management AB | 0.01% | Reduce -34.6% | 3,572 | $349K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -24.2% | 3,570 | $349K |
| North Dakota State Investment Board | 0.01% | — | 3,552 | $347K |
| Merit Financial Group, LLC | 0.00% | Reduce -42.8% | 3,540 | $346K |
| Teacher Retirement System of Texas | 0.00% | Reduce -74.7% | 3,530 | $345K |
| Federated Hermes, Inc. | 0.00% | Reduce -26.6% | 3,505 | $343K |
| AlphaQuest LLC | 0.02% | New | 3,491 | $341K |
| Rowlandmiller & Partners.adv | 0.07% | Reduce -12.8% | 3,461 | $339K |
| NorthRock Partners, LLC | 0.01% | Add +47.5% | 3,455 | $338K |
| Two Sigma Securities, LLC | 0.05% | New | 3,444 | $337K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +0.2% | 3,408 | $333K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.1% | 3,394 | $332K |
| Aviance Capital Partners, LLC | 0.04% | Add +17.3% | 3,387 | $331K |
| Fieldview Capital Management, LLC | 0.06% | New | 3,366 | $329K |
| Sigma Planning Corp | 0.01% | Add +10.8% | 3,366 | $329K |
| Parallel Advisors, LLC | 0.01% | Reduce -10.2% | 3,355 | $328K |
| Metis Global Partners, LLC | 0.01% | Reduce -6.5% | 3,349 | $328K |
| S.A. Mason LLC | 0.13% | Reduce -11.8% | 3,333 | $326K |
| PEAK6 LLC | 0.01% | New | 3,332 | $326K |
| Main Street Research LLC | 0.02% | Reduce -6.4% | 3,330 | $326K |
| Lecap Asset Management Ltd. | 0.13% | Reduce -69.0% | 3,313 | $324K |
| Stephens Inc. | 0.00% | Reduce -30.4% | 3,287 | $322K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 3,280 | $321K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 3,280 | $321K |
| Lido Advisors, LLC | 0.00% | Add +9.4% | 3,000 | $321K |
| Summit Financial, LLC | 0.00% | Add +17.6% | 3,250 | $318K |
| Private Capital Management, LLC | 0.03% | Reduce -65.0% | 3,250 | $318K |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.3% | 3,227 | $316K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -10.4% | 3,201 | $313K |
| Bessemer Group Inc. | 0.00% | Reduce -6.0% | 3,190 | $312K |
| Prelude Capital Management, LLC | 0.02% | New | 3,182 | $311K |
| Ingalls & Snyder LLC | 0.01% | Reduce -5.8% | 3,169 | $310K |
| Applied Finance Capital Management, LLC | 0.02% | New | 3,164 | $309K |
| Machina Capital S.A.S. | 0.06% | New | 3,149 | $308K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.1% | 3,101 | $305K |
| Global Retirement Partners, LLC | 0.01% | Add +181.7% | 3,116 | $305K |
| Azimuth Capital Investment Management LLC | 0.01% | New | 3,100 | $303K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | — | 3,090 | $302K |
| Savant Capital, LLC | 0.00% | Reduce -14.1% | 3,082 | $301K |
| Group One Trading LLC | 0.01% | Reduce -68.3% | 3,073 | $301K |
| Wesbanco Bank Inc. | 0.01% | Reduce -15.1% | 3,069 | $300K |
| CoreCap Advisors, LLC | 0.01% | Add +0.4% | 3,054 | $299K |
| CENTRAL TRUST Co | 0.01% | Add +76.5% | 3,054 | $299K |
| MidFirst Bank | 0.02% | — | 3,032 | $297K |
| Capula Management Ltd | 0.00% | Add +61.2% | 3,031 | $296K |
| Brooklyn Investment Group | 0.01% | Reduce -11.7% | 2,984 | $296K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 3,026 | $296K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | Reduce -1.6% | 3,006 | $294K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +15.3% | 3,005 | $294K |
| Avalon Trust Co | 0.02% | No change | 3,000 | $293K |
| McCarter Private Wealth Services LLC | 0.13% | New | 2,973 | $291K |
| GWN Securities Inc. | 0.06% | New | 2,971 | $291K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -40.8% | 2,969 | $290K |
| Modern Wealth Management, LLC | 0.01% | Reduce -17.1% | 2,968 | $290K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -19.0% | 2,956 | $289K |
| Plan A Wealth LLC | 0.14% | New | 2,941 | $288K |
| Diversify Advisory Services, LLC | 0.01% | Add +4.2% | 2,815 | $287K |
| Hilltop Holdings Inc. | 0.02% | Reduce -11.6% | 2,919 | $285K |
| NEOS Investment Management LLC | 0.00% | Add +0.4% | 2,887 | $282K |
| Mufg Securities Americas Inc. | 0.02% | Reduce -0.1% | 2,874 | $281K |
| VARCOV Co. | 0.11% | — | 2,870 | $281K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -0.8% | 2,846 | $278K |
| Traub Capital Management LLC | 0.27% | Add +1.1% | 2,823 | $276K |
| Securian Asset Management, Inc. | 0.01% | Reduce -43.7% | 2,815 | $275K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -24.4% | 2,802 | $274K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -15.2% | 2,784 | $273K |
| Palisade Asset Management, LLC | 0.03% | Reduce -17.7% | 2,790 | $273K |
| Walsky Investment Management, Inc. | 0.28% | — | 2,785 | $272K |
| FSM Wealth Advisors, LLC | 0.04% | Reduce -5.9% | 2,785 | $272K |
| Triangle Securities Wealth Management | 0.06% | Reduce -12.5% | 2,767 | $271K |
| Schulhoff & Co. Inc. | 0.11% | Reduce -18.7% | 2,741 | $268K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +17.7% | 2,728 | $267K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | No change | 2,727 | $267K |
| MML Investors Services, LLC | 0.00% | Reduce -47.2% | 2,725 | $267K |
| Sovran Advisors, LLC | 0.02% | New | 2,529 | $265K |
| BSW Wealth Partners | 0.03% | Reduce -36.4% | 2,702 | $264K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -2.4% | 2,675 | $262K |
| TrueMark Investments, LLC | 0.05% | New | 2,665 | $261K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.09% | Reduce -0.5% | 2,640 | $258K |
| 111 Capital | 0.06% | New | 2,629 | $257K |
| Ellevest, Inc. | 0.04% | Reduce -16.9% | 2,621 | $256K |
| Exchange Traded Concepts, LLC | 0.00% | Add +1.0% | 2,615 | $256K |
| Boston Trust Walden Corp | 0.00% | No change | 2,585 | $253K |
| North Star Investment Management Corp. | 0.02% | Reduce -28.0% | 2,569 | $251K |
| Columbia Asset Management | 0.04% | Reduce -20.0% | 2,505 | $245K |
| Kanawha Capital Management LLC | 0.02% | No change | 2,500 | $245K |
| STRS Ohio | 0.00% | Add +0.2% | 2,482 | $243K |
| Bayforest Capital Ltd | 0.18% | Add +1146.7% | 2,481 | $243K |
| SS&H Financial Advisors, Inc. | 0.07% | No change | 2,450 | $240K |
| Praxis Investment Management Inc. | 0.01% | No change | 2,450 | $240K |
| Romano Brothers and Company | 0.03% | Reduce -7.0% | 2,405 | $235K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.8% | 2,405 | $235K |
| Mendel Money Management | 0.10% | Reduce -44.5% | 2,380 | $233K |
| Intech Investment Management LLC | 0.00% | Reduce -87.1% | 2,377 | $232K |
| Trueblood Wealth Management, LLC | 0.09% | No change | 2,346 | $229K |
| Canada Post Corp Registered Pension Plan | 0.01% | Add +32.2% | 2,338 | $229K |
| Marietta Investment Partners LLC | 0.05% | Reduce -0.2% | 2,320 | $227K |
| Cadence Bank | 0.01% | No change | 2,316 | $227K |
| Moody National Bank Trust Division | 0.02% | Reduce -6.1% | 2,304 | $225K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 2,299 | $225K |
| AlphaGrep UK Ltd | 0.07% | — | 2,292 | $224K |
| Wellington Grp LLC | 0.07% | — | 2,280 | $223K |
| Vestcor Inc | 0.01% | No change | 2,268 | $222K |
| Wedgewood Investors Inc. | 0.25% | Reduce -0.1% | 2,265 | $222K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,262 | $221K |
| Rossmore Private Capital | 0.02% | No change | 2,250 | $220K |
| Visionary Wealth Advisors | 0.01% | Reduce -14.5% | 2,229 | $218K |
| IHT Wealth Management, LLC | 0.01% | Reduce -3.6% | 2,215 | $217K |
| Resonant Capital Advisors, LLC | 0.01% | Reduce -16.9% | 2,216 | $217K |
| Hengehold Capital Management LLC | 0.02% | Reduce -2.1% | 2,209 | $216K |
| Integris Wealth Management, LLC | 0.05% | No change | 2,200 | $215K |
| Patton Fund Management, Inc. | 0.03% | Add +6.0% | 2,193 | $214K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -39.7% | 2,193 | $214K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -14.8% | 2,165 | $212K |
| CHICAGO TRUST Co NA | 0.03% | No change | 2,149 | $210K |
| Fox Run Management, L.L.C. | 0.03% | New | 2,136 | $209K |
| Park National Corp. | 0.01% | Reduce -2.7% | 2,122 | $208K |
| Letson Investment Management, Inc. | 0.08% | No change | 2,120 | $207K |
| Valeo Financial Advisors, LLC | 0.00% | Reduce -0.4% | 2,111 | $206K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,088 | $204K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -0.1% | 2,085 | $204K |
| R Squared Ltd | 0.10% | New | 2,079 | $203K |
| Royal London Asset Management Ltd. | 0.00% | New | 2,078 | $203K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.9% | 1,991 | $195K |
| Brown, Lisle/Cummings, Inc. | 0.05% | Add +34.3% | 1,958 | $192K |
| Gleason Group, Inc. | 0.02% | Add +1.1% | 1,931 | $189K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -21.6% | 1,910 | $187K |
| Tema ETFs LLC | 0.01% | Reduce -0.2% | 1,891 | $185K |
| Trust Co. of Vermont | 0.01% | Reduce -20.1% | 1,752 | $171K |
| Horizon Investments, LLC | 0.00% | Add +2.3% | 1,713 | $168K |
| Atlas Capital Advisors Inc. | 0.02% | — | 1,681 | $164K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,661 | $162K |
| Smithfield Trust Co | 0.01% | No change | 1,615 | $159K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 1,495 | $147K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Reduce -5.3% | 1,461 | $143K |
| Delta Asset Management LLC | 0.01% | Add +7.8% | 1,378 | $135K |
| Colonial Trust Advisors | 0.01% | Add +7.8% | 1,303 | $127K |
| Coastline Trust Co | 0.01% | No change | 1,250 | $122K |
| SouthState Bank Corp | 0.01% | No change | 1,245 | $122K |
| CX Institutional | 0.00% | Add +11.9% | 1,198 | $117K |
| Strive Financial Group ,LLC | 0.06% | — | 1,118 | $109K |
| Adirondack Trust Co. | 0.04% | No change | 1,117 | $109K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +122.6% | 986 | $104K |
| GAMMA Investing LLC | 0.01% | Reduce -55.0% | 1,059 | $104K |
| Golden State Wealth Management, LLC | 0.01% | Add +10.2% | 991 | $97K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -34.1% | 977 | $96K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -6.2% | 973 | $95K |
| Curat Global, LLC | 0.10% | No change | 960 | $94K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -0.3% | 950 | $93K |
| Y.D. More Investments Ltd | 0.00% | Reduce -24.6% | 903 | $88K |
| Assetmark, Inc. | 0.00% | Reduce -23.3% | 900 | $88K |
| Mechanics Financial Corp | 0.03% | No change | 900 | $88K |
| Sit Investment Associates Inc. | 0.00% | No change | 900 | $88K |
| Private Trust Co. NA | 0.01% | Reduce -24.7% | 890 | $87K |
| First Command Advisory Services, Inc. | 0.00% | Add +1.5% | 874 | $85K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 860 | $84K |
| 2UniFi Bank | 0.04% | Add +25.2% | 820 | $80K |
| Leonteq Securities AG | 0.00% | Reduce -16.5% | 819 | $80K |
| Stone House Investment Management, LLC | 0.01% | Add +0.9% | 763 | $75K |
| Bullock Wealth Management Group | 0.04% | — | 751 | $73K |
| Signaturefd, LLC | 0.00% | Reduce -65.8% | 737 | $72K |
| IMA Advisory Services, Inc. | 0.01% | No change | 706 | $69K |
| Vestor Capital, LLC | 0.01% | Add +76.1% | 1,250 | $69K |
| Whittier Trust Co. | 0.00% | No change | 717 | $69K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 670 | $66K |
| Trust Co. of Toledo NA | 0.01% | Reduce -3.4% | 652 | $64K |
| Quadrant Capital Group LLC | 0.00% | Reduce -2.9% | 634 | $62K |
| UMB Bank, n.a. | 0.00% | Add +15.6% | 622 | $61K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +155.8% | 596 | $58K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.4% | 563 | $55K |
| Blue Trust, Inc. | 0.00% | Reduce -12.2% | 562 | $55K |
| Sankala Group LLC | 0.04% | — | 470 | $54K |
| Fairway Wealth LLC | 0.01% | Add +1.1% | 553 | $54K |
| Jessup Wealth Management, Inc | 0.02% | New | 545 | $53K |
| Bank of New Hampshire | 0.01% | No change | 535 | $52K |
| Zions Bancorporation, National Association | 0.00% | Add +48.2% | 529 | $52K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -37.1% | 529 | $52K |
| NBT Bank, N.A. | 0.00% | No change | 526 | $51K |
| Caldwell Trust Co | 0.00% | Reduce -65.6% | 525 | $51K |
| Towne Trust Company, N.A | 0.02% | No change | 516 | $50K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 515 | $50K |
| ESL Trust Services, LLC | 0.01% | No change | 500 | $49K |
| JNBA Financial Advisors | 0.00% | No change | 486 | $48K |
| Larson Financial Group LLC | 0.00% | Reduce -30.6% | 478 | $47K |
| Los Angeles Capital Management LLC | 0.00% | New | 453 | $46K |
| St Germain D J Co. Inc. | 0.00% | No change | 447 | $44K |
| Financial Freedom, LLC | 0.02% | No change | 443 | $43K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 436 | $43K |
| Hilton Head Capital Partners, LLC | 0.02% | — | 432 | $42K |
| Costello Asset Management, INC | 0.01% | Add +0.2% | 431 | $42K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 420 | $41K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 420 | $41K |
| Citizens National Bank Trust Department | 0.01% | No change | 414 | $40K |
| First Financial Corp. | 0.01% | No change | 400 | $39K |
| Trust Co | 0.00% | New | 398 | $39K |
| IFP Advisors, Inc | 0.00% | Reduce -32.0% | 398 | $39K |
| Perkins Coie Trust Co | 0.01% | No change | 392 | $38K |
| Monetary Management Group Inc. | 0.01% | No change | 350 | $34K |
| McIlrath & Eck, LLC | 0.00% | Reduce -10.5% | 348 | $34K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +113.3% | 337 | $33K |
| Tompkins Financial Corp. | 0.00% | Add +42.5% | 335 | $33K |
| Eastern Bank | 0.00% | No change | 331 | $32K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 307 | $32K |
| Creative Financial Designs Inc. | 0.00% | Add +40.4% | 316 | $31K |
| MCF Advisors LLC | 0.00% | Add +68.1% | 311 | $30K |
| CYBER HORNET ETFs LLC | 0.02% | Add +6.2% | 308 | $30K |
| Ransom Advisory, Ltd | 0.01% | No change | 300 | $29K |
| Key Financial Inc | 0.01% | Reduce -2.6% | 300 | $29K |
| Sentry Investment Management LLC | 0.02% | No change | 293 | $29K |
| Root Financial Partners, LLC | 0.00% | Add +7.1% | 288 | $28K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 285 | $28K |
| Investors Research Corp | 0.01% | No change | 282 | $28K |
| Barrett & Company, Inc. | 0.01% | Reduce -51.6% | 279 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -80.7% | 276 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -19.7% | 269 | $26K |
| N.E.W. Advisory Services LLC | 0.00% | Add +5.5% | 268 | $26K |
| Ulland Investment Advisors, LLC | 0.02% | Add +0.8% | 261 | $26K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -60.8% | 261 | $26K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Add +0.8% | 255 | $25K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 255 | $25K |
| Minot DeBlois Advisors LLC | 0.02% | No change | 250 | $24K |
| Kentucky Trust Co | 0.01% | No change | 250 | $24K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 250 | $24K |
| Cromwell Holdings LLC | 0.01% | Add +114.7% | 249 | $24K |
| Rothschild Investment LLC | 0.00% | Reduce -56.6% | 246 | $24K |
| WPG Advisers, LLC | 0.02% | Add +2.1% | 240 | $23K |
| First Horizon Corp. | 0.00% | Reduce -55.6% | 228 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +354.0% | 227 | $22K |
| GW&K Investment Management, LLC | 0.00% | Reduce -43.8% | 227 | $22K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -3.5% | 222 | $22K |
| Archer Investment Corp | 0.00% | Reduce -1.3% | 221 | $22K |
| Elyxium Wealth, LLC | 0.01% | New | 211 | $21K |
| Versant Capital Management, Inc | 0.00% | Reduce -56.8% | 204 | $20K |
| Estabrook Capital Management | 0.00% | No change | 200 | $20K |
| Crews Bank & Trust | 0.00% | Reduce -77.4% | 200 | $20K |
| Lanark Financial, Inc. | 0.00% | Add +1.0% | 198 | $19K |
| ORG Partners LLC | 0.00% | Add +4.2% | 198 | $19K |
| Arax Advisory Partners | 0.00% | Reduce -99.2% | 182 | $18K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.1% | 182 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Add +367.6% | 173 | $17K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.6% | 171 | $17K |
| Summit Securities Group LLC | 0.00% | Reduce -13.7% | 158 | $15K |
| Flagship Wealth Advisors, LLC | 0.00% | Add +0.7% | 156 | $15K |
| Nova Wealth Management, Inc. | 0.01% | Reduce -11.4% | 155 | $15K |
| DV Equities, LLC | 0.00% | — | 151 | $15K |
| Core Alternative Capital | 0.00% | No change | 150 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 150 | $15K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -92.7% | 150 | $15K |
| Triumph Capital Management | 0.00% | New | 147 | $14K |
| Raiffeisen Bank International AG | 0.00% | No change | 145 | $14K |
| Sachetta, LLC | 0.01% | Reduce -78.5% | 143 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -2.2% | 133 | $13K |
| Chelsea Counsel Co. | 0.01% | No change | 130 | $13K |
| SBI Securities Co., Ltd. | 0.00% | Add +9.2% | 130 | $13K |
| Piscataqua Savings Bank | 0.01% | No change | 125 | $12K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 125 | $12K |
| Private Wealth Management Group, LLC | 0.00% | Add +0.8% | 123 | $12K |
| Bayban | 0.01% | — | 122 | $12K |
| New England Capital Financial Advisors LLC | 0.00% | Add +0.8% | 119 | $12K |
| Syntax Research, Inc. | 0.01% | No change | 112 | $11K |
| Grove Bank & Trust | 0.00% | Add +4.9% | 107 | $10K |
| TD Capital Management LLC | 0.00% | Add +0.9% | 106 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -58.0% | 105 | $10K |
| Aventura Private Wealth, LLC | 0.00% | Add +1.0% | 104 | $10K |
| Cygnus Capital Advisors, LLC | 0.01% | — | 107 | $10K |
| Covestor Ltd | 0.01% | Reduce -11.9% | 104 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 102 | $10K |
| International Assets Investment Management, LLC | 0.00% | New | 102 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 101 | $10K |
| CrossGen Wealth, LLC | 0.01% | — | 100 | $10K |
| Miller Capital Partners, Inc. | 0.01% | — | 100 | $10K |
| Midwest Capital Advisors, LLC | 0.00% | New | 100 | $10K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 100 | $10K |
| Global Wealth Strategies & Associates | 0.00% | New | 100 | $10K |
| Laurel Wealth Advisors LLC | 0.00% | New | 100 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 100 | $10K |
| Peregrine Capital Management LLC | 0.00% | No change | 90 | $9K |
| Elevated Capital Advisors, LLC | 0.00% | New | 82 | $8K |
| MV Capital Management, Inc. | 0.00% | Reduce -6.0% | 79 | $8K |
| Meramec Financial Planners, LLC | 0.00% | — | 69 | $8K |
| TD Private Client Wealth LLC | 0.00% | Reduce -84.6% | 77 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +151.7% | 73 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 73 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -43.4% | 64 | $6K |
| DT Investment Partners, LLC | 0.00% | No change | 61 | $6K |
| Boreal Capital Management LLC | 0.01% | No change | 59 | $6K |
| Essential Partners LLC | 0.00% | Reduce -53.9% | 59 | $6K |
| Financial Avengers, Inc. | 0.00% | Add +1.8% | 57 | $6K |
| Signature Equity Partners, LLC | 0.00% | — | 53 | $5K |
| Westfuller Advisors, LLC | 0.00% | Reduce -46.2% | 50 | $5K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 50 | $5K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -62.5% | 45 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -80.4% | 44 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 43 | $4K |
| Clearstead Trust, LLC | 0.00% | Reduce -42.0% | 40 | $4K |
| Ares Financial Consulting, LLC | 0.00% | — | 39 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 39 | $4K |
| Addison Advisors LLC | 0.00% | No change | 37 | $4K |
| Horizon Financial Services, LLC | 0.00% | New | 36 | $4K |
| High Note Wealth, LLC | 0.00% | Reduce -17.1% | 34 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 34 | $3K |
| First Pacific Financial | 0.00% | Reduce -41.4% | 34 | $3K |
| Dagco, Inc. | 0.00% | No change | 33 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 33 | $3K |
| HighMark Wealth Management LLC | 0.00% | Add +28.0% | 32 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -53.0% | 31 | $3K |
| Rossby Financial, LCC | 0.00% | Reduce -75.4% | 30 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 29 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 29 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 29 | $3K |
| Holos Integrated Wealth LLC | 0.00% | No change | 29 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 26 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 26 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 23 | $2K |
| City State Bank | 0.00% | Add +15.0% | 23 | $2K |
| Howard Hughes Medical Institute | 0.00% | No change | 22 | $2K |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -87.8% | 22 | $2K |
| Spire Wealth Management | 0.00% | Reduce -4.3% | 22 | $2K |
| Sittner & Nelson, LLC | 0.00% | Reduce -81.9% | 19 | $2K |
| Kilter Group LLC | 0.00% | Add +31.3% | 21 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +200.0% | 21 | $2K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 21 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 20 | $2K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 20 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -9.5% | 19 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | — | 14 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +55.6% | 14 | $1K |
| Quent Capital, LLC | 0.00% | Reduce -91.9% | 13 | $1K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 12 | $1K |
| Mascoma Wealth Management LLC | 0.00% | New | 12 | $1K |
| Crewe Advisors LLC | 0.00% | No change | 11 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | — | 11 | $1K |
| Coston, McIsaac & Partners | 0.00% | Reduce -30.8% | 18 | $1K |
| Abound Wealth Management | 0.00% | No change | 10 | $986 |
| Barnes Dennig Private Wealth Management LLC | 0.00% | New | 10 | $978 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -50.0% | 10 | $978 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 10 | $978 |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 10 | $978 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 10 | $978 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 10 | $978 |
| Entrust Financial LLC | 0.00% | — | 9 | $881 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +28.6% | 9 | $880 |
| SHP Wealth Management | 0.00% | — | 9 | $867 |
| Inspire Investing, LLC | 0.00% | New | 7 | $707 |
| Torren Management, LLC | 0.00% | — | 7 | $688 |
| HFM Investment Advisors, LLC | 0.00% | No change | 7 | $685 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -30.0% | 7 | $685 |
| Clayton Financial Group LLC | 0.00% | New | 6 | $587 |
| Wealth Watch Advisors, INC | 0.00% | Add +50.0% | 6 | $587 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 6 | $587 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -91.5% | 6 | $587 |
| Dunhill Financial, LLC | 0.00% | Add +200.0% | 6 | $557 |
| Wilkerson Advisory Group LLC | 0.00% | — | 5 | $514 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -90.2% | 5 | $490 |
| Bare Financial Services, Inc | 0.00% | Reduce -75.0% | 5 | $489 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 4 | $392 |
| WestEnd Advisors, LLC | 0.00% | No change | 4 | $391 |
| Quaker Wealth Management, LLC | 0.00% | No change | 3 | $294 |
| Bfsg, LLC | 0.00% | No change | 3 | $273 |
| Financial Perspectives, Inc | 0.00% | No change | 2 | $196 |
| Principia Wealth Advisory, LLC | 0.00% | New | 2 | $196 |
| Oakworth Capital, Inc. | 0.00% | No change | 2 | $196 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $196 |
| Colonial Trust Co / SC | 0.00% | Reduce -92.3% | 2 | $163 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $146 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $113 |
| Winch Advisory Services, LLC | 0.00% | No change | 1 | $110 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -92.9% | 1 | $98 |
| Rakuten Securities, Inc. | 0.00% | Reduce -75.0% | 1 | $98 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 1 | $70 |
"% of holder's portfolio" is SJM's weight in each manager's 13F, not the share of The JM Smucker Co. the manager owns.