The JM SmuckerSJM

13F holders, Q2 2026 (June 30)
889holders +69
138new positions
74sold out
10famous investors
$112.50avg. 13F price*

At the end of Q2 2026, 889 institutions reported holding The JM Smucker Co. (SJM) in their 13F filings, up 69 from Q1 2026. 138 opened new positions and 74 sold out. The largest holders were BlackRock, Inc. ($831.4M), Vanguard Capital Management LLC ($764.4M) and State Street Corp. ($739.5M). 10 famous investors held it, including John W. Rogers Jr. (2.0% of Ariel Investments's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions138$409.1M
Exits74$165.3M

All 13F filers, Q1 2026 → Q2 2026: 13,851,633 shares bought and 17,833,219 shares sold, net −3,981,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 889 holders

BlackRock, Inc. 0.01% Add +9.9% 7,389,936 $831.4M
Vanguard Capital Management LLC 0.02% Add +0.7% 6,794,703 $764.4M
State Street Corp. 0.02% Add +1.2% 6,573,207 $739.5M
Vanguard Portfolio Management LLC 0.03% Add +1.1% 4,933,209 $555.0M
Dimensional Fund Advisors LP 0.09% Add +17.1% 4,591,379 $516.6M
Geode Capital Management, LLC 0.02% Add +2.4% 2,908,832 $326.7M
Hotchkis & Wiley Capital Management LLC 0.92% Add +27.6% 2,793,916 $314.3M
Citadel Advisors 0.18% Add +39.1% 2,690,881 $302.7M
Invesco Ltd. 0.02% Add +1.3% 2,354,915 $264.9M
Goldman Sachs Group Inc. 0.03% Add +65.1% 2,174,660 $244.6M
FMR LLC 0.01% Reduce -12.4% 1,922,137 $216.2M
Morgan Stanley 0.01% Reduce -13.1% 1,880,292 $211.5M
AQR Capital Management 0.07% Add +145.7% 1,849,756 $208.1M
Ariel Investments 2.02% Reduce -3.3% 1,798,871 $202.4M
ProShare Advisors LLC 0.28% Add +3.9% 1,699,015 $191.1M
RWC Asset Management LLP 7.29% New 1,555,311 $175.0M
Norges Bank 0.02% — 1,510,861 $170.0M
Qube Research & Technologies Ltd 0.16% Add +65.6% 1,281,131 $144.1M
Balyasny Asset Management L.P. 0.24% Reduce -2.5% 1,137,274 $127.9M
Charles Schwab Investment Management Inc. 0.02% Add +1.8% 1,109,721 $124.8M
Deutsche Bank AG 0.03% Reduce -2.0% 1,023,772 $115.2M
Two Sigma Investments, LP 0.08% Reduce -41.7% 960,763 $108.1M
Jane Street Group, LLC 0.07% Add +87.2% 952,690 $107.2M
Bank of New York Mellon Corp 0.02% Add +7.1% 916,563 $103.1M
Northern Trust Corp. 0.01% Add +1.9% 914,282 $102.9M
Bank of America Corp. 0.01% Add +17.2% 899,213 $101.2M
LSV Asset Management 0.18% Add +10.0% 861,377 $96.9M
Staley Capital Advisers Inc. 3.30% Add +18.0% 752,658 $84.7M
Amundi 0.02% Add +46.2% 738,879 $83.1M
Point72 Asset Management 0.12% Reduce -65.2% 689,741 $77.6M
First Trust Advisors LP 0.04% Reduce -0.3% 655,371 $73.7M
SG Americas Securities, LLC 0.04% Add +1659.9% 626,511 $70.5M
Massachusetts Financial Services Co. 0.02% New 612,070 $69.9M
Vanguard Fiduciary Trust Co. 0.01% Reduce -0.2% 594,794 $66.9M
UBS Group AG 0.01% Reduce -90.2% 587,403 $66.1M
NewEdge Advisors, LLC 0.19% Add +4.8% 564,096 $63.5M
Wells Fargo & Company 0.01% Add +1.9% 561,515 $63.2M
Vest Financial, LLC 0.60% Add +0.1% 507,191 $57.1M
Royal Bank of Canada 0.01% Add +167.3% 450,592 $50.7M
Advisors Capital Management, LLC 0.54% Add +3.1% 447,771 $50.4M
Prudential Financial Inc. 0.05% Add +10.5% 398,409 $44.8M
Nomura Asset Management Co. Ltd. 0.09% Add +4.0% 392,005 $44.1M
Raymond James Financial Inc. 0.01% Add +11.1% 391,649 $44.1M
JPMorgan Chase & Co. 0.00% Reduce -58.1% 331,045 $38.9M
Barclays PLC 0.01% Reduce -88.6% 345,299 $38.8M
Deroy & Devereaux Private Investment Counsel Inc. 1.52% Add +67.8% 320,955 $36.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -2.5% 316,859 $35.6M
MAI Capital Management 0.13% Add +0.6% 311,823 $35.1M
Douglas Lane & Associates, LLC 0.43% Add +2.0% 279,529 $31.4M
Nuveen, LLC 0.01% Add +1.8% 270,590 $30.4M
Walleye Trading LLC 0.37% Add +2375.0% 238,320 $26.8M
Vanguard Global Advisers, LLC 0.01% Reduce -4.6% 234,355 $26.4M
Stifel Financial Corp. 0.02% Add +8.0% 231,157 $26.0M
Bank of Montreal 0.01% Add +19.2% 222,514 $25.0M
Capitolis Liquid Global Markets LLC 0.11% Reduce -82.3% 218,000 $24.5M
Swiss National Bank 0.01% Add +1.4% 214,000 $24.1M
Trexquant Investment LP 0.15% Add +790.0% 212,328 $23.9M
Rhumbline Advisers 0.02% Reduce -5.2% 209,691 $23.6M
California Public Employees Retirement System 0.01% Reduce -13.2% 206,582 $23.2M
Legal & General Group Plc 0.00% Add +2.8% 203,005 $22.8M
Citigroup Inc. 0.01% Add +4.6% 187,468 $21.1M
Worldquant Millennium Advisors LLC 0.07% Add +77.8% 184,146 $20.7M
Man Group plc 0.04% Add +50.8% 181,462 $20.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +4.8% 181,011 $20.4M
BNP Paribas Financial Markets 0.01% Reduce -7.2% 179,276 $20.2M
Squarepoint Ops LLC 0.04% Add +107.1% 178,666 $20.1M
GAMCO Investors 0.17% Add +20.4% 169,186 $19.0M
HRT Financial LP 0.03% New 167,050 $18.8M
Wellington Management Group LLP 0.00% Add +276.8% 159,695 $18.0M
Capital Fund Management S.A. 0.13% New 158,806 $17.9M
Lazard Asset Management LLC 0.03% Reduce -10.1% 158,081 $17.8M
HSBC Holdings PLC 0.01% Add +26.3% 155,518 $17.6M
T. Rowe Price Associates Inc. 0.00% Reduce -0.0% 155,606 $17.5M
Marshall Wace, LLP 0.01% Add +559.3% 153,813 $17.3M
FIL Ltd 0.01% Add +1.3% 152,010 $17.1M
Cantor Fitzgerald Investment Advisors L.P. 1.15% Add +1.0% 151,749 $17.1M
Canada Pension Plan Investment Board 0.01% Reduce -7.6% 147,800 $16.6M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -4.0% 145,983 $16.4M
Edmond DE Rothschild Holding S.A. 0.22% Add +724900.0% 145,000 $16.3M
Gabelli Funds LLC 0.10% Add +3.7% 135,850 $15.3M
Gradient Investments LLC 0.21% Add +3.1% 134,741 $15.2M
Assenagon Asset Management S.A. 0.02% Reduce -5.2% 134,069 $15.1M
PEAK6 LLC 0.36% New 132,051 $14.9M
Cerity Partners LLC 0.02% Add +37.7% 129,378 $14.6M
Landscape Capital Management, L.L.C. 0.94% New 128,346 $14.4M
California State Teachers Retirement System 0.01% Reduce -1.8% 123,504 $13.9M
Sound Income Strategies, LLC 0.61% Add +33.9% 120,547 $13.6M
LPL Financial LLC 0.00% Add +9.1% 119,239 $13.4M
Quantinno Capital Management LP 0.02% Add +73.0% 119,237 $13.4M
Envestnet Asset Management Inc. 0.00% Add +20.1% 118,871 $13.4M
Gotham Asset Management 0.03% Reduce -21.7% 118,625 $13.3M
Speece Thorson Capital Group Inc. 2.82% Reduce -2.0% 117,159 $13.2M
Principal Financial Group Inc. 0.01% Reduce -2.0% 116,338 $13.1M
PNC Financial Services Group, Inc. 0.01% Reduce -2.3% 112,797 $12.7M
Millennium Management 0.01% Reduce -61.5% 112,258 $12.6M
Sei Investments Co. 0.01% Add +13.5% 110,463 $12.4M
LBP Am SA 0.13% Add +25.9% 109,577 $12.3M
Meiji Yasuda Asset Management Co Ltd. 0.55% Add +3.9% 108,861 $12.2M
Janney Montgomery Scott LLC 0.02% Add +4.9% 107,027 $12.0M
Bridgewater Associates 0.05% Add +3.7% 105,870 $11.9M
Verition Fund Management LLC 0.09% Reduce -80.3% 105,385 $11.9M
Dana Investment Advisors, Inc. 0.30% Add +21.5% 102,716 $11.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +4.0% 99,771 $11.2M
Commonwealth Equity Services, LLC 0.01% Add +3.5% 97,306 $10.9M
Holowesko Partners Ltd. 2.74% Reduce -47.7% 96,100 $10.8M
Cyndeo Wealth Partners, LLC 0.50% Add +5.7% 95,105 $10.7M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -0.2% 95,027 $10.7M
T. Rowe Price Investment Management, Inc. 0.01% New 91,266 $10.3M
Cinctive Capital Management LP 0.41% New 90,282 $10.2M
Picton Mahoney Asset Management 0.09% Reduce -29.5% 88,884 $10.0M
Manufacturers Life Insurance Company, The 0.01% Add +6.3% 88,024 $9.9M
Alliancebernstein L.P. 0.00% Add +2.3% 101,684 $9.8M
Ameriprise Financial Inc. 0.00% Reduce -26.1% 79,276 $8.9M
Mariner, LLC 0.01% Add +202.3% 79,096 $8.9M
Allianz Asset Management GmbH 0.01% Add +184.7% 76,746 $8.6M
New York State Teachers Retirement System 0.02% No change 75,471 $8.5M
Daymark Wealth Partners, LLC 0.21% Add +3.5% 74,711 $8.4M
National Bank of Canada 0.01% Add +80.5% 74,430 $8.4M
Blair William & Co. 0.02% Reduce -2.6% 74,150 $8.3M
State of Wisconsin Investment Board 0.02% Reduce -28.4% 72,967 $8.2M
Clark & Stuart, Inc 5.07% Add +5.8% 71,850 $8.1M
Sage Capital Advisors,llc 1.66% Add +1.5% 71,022 $8.0M
Schonfeld Strategic Advisors LLC 0.04% Reduce -59.9% 70,050 $7.9M
Storebrand Asset Management As 0.02% Reduce -10.0% 69,380 $7.8M
Yousif Capital Management, LLC 0.09% Reduce -1.9% 68,775 $7.7M
Hudson Edge Investment Partners Inc. 1.05% Reduce -11.8% 68,524 $7.7M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -59.9% 66,669 $7.5M
New York State Common Retirement Fund 0.01% Reduce -1.1% 65,621 $7.4M
Franklin Resources Inc. 0.00% Add +36.3% 65,500 $7.4M
Algert Global LLC 0.09% Add +303.9% 65,350 $7.4M
Thompson Investment Management, Inc. 0.82% Add +8.4% 63,515 $7.1M
HighTower Advisors, LLC 0.01% Add +3.2% 63,147 $7.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +415.0% 65,062 $7.1M
Captrust Financial Advisors 0.01% Add +29.6% 62,185 $7.0M
Engineers Gate Manager LP 0.09% Reduce -63.5% 62,132 $7.0M
Calydon Capital 1.02% Add +1.7% 61,731 $6.9M
Brevan Howard Capital Management LP 0.10% Reduce -8.1% 61,247 $6.9M
AE Wealth Management LLC 0.03% Add +11.4% 60,254 $6.8M
Cetera Investment Advisers 0.01% Add +17.9% 59,876 $6.7M
Hudson Bay Capital Management LP 0.03% Add +146.6% 57,283 $6.4M
Tidal Investments LLC 0.02% Add +29.5% 56,762 $6.4M
Oak Thistle LLC 0.61% Add +103.5% 55,985 $6.3M
Ethic Inc. 0.08% Add +4.5% 54,500 $6.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +0.3% 54,373 $6.1M
State Board of Administration of Florida Retirement System 0.01% Reduce -5.8% 54,150 $6.1M
Victory Capital Management Inc. 0.00% Add +56.9% 53,379 $6.0M
Intact Investment Management Inc. 0.17% Add +70.3% 53,300 $6.0M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -2.1% 52,467 $5.9M
Hourglass Capital, LLC 1.16% Add +1.6% 52,280 $5.9M
Vontobel Holding Ltd. 0.02% Reduce -13.4% 50,535 $5.7M
Creative Planning 0.00% Add +40.4% 50,273 $5.7M
Dakota Wealth Management 0.11% Add +20.2% 49,711 $5.6M
State of Tennessee, Department of Treasury 0.02% Reduce -2.0% 49,028 $5.5M
Natixis 0.03% New 48,874 $5.5M
Wedge Capital Management L L P 0.09% Add +5.1% 48,059 $5.4M
M&T Bank Corp 0.02% Reduce -0.1% 47,806 $5.4M
Jupiter Topco LLC 0.00% — 47,117 $5.3M
Police & Firemen's Retirement System of New Jersey 0.04% Add +201.3% 46,898 $5.3M
CIBC Bancorp USA Inc. 0.01% Add +36.2% 45,631 $5.1M
Castleark Management LLC 0.14% Reduce -24.2% 45,160 $5.1M
Kinloch Capital, LLC 1.86% Add +41.3% 45,140 $5.1M
Treasurer of the State of North Carolina 0.01% Add +0.3% 44,506 $5.0M
Fifth Third Bancorp 0.01% Reduce -8.0% 43,974 $4.9M
Vident Advisory, LLC 0.04% Add +1815.3% 43,670 $4.9M
Reik & Co., LLC 1.27% Reduce -2.5% 43,287 $4.9M
Numerai GP LLC 0.40% Add +59.2% 43,130 $4.9M
Ieq Capital, LLC 0.02% New 41,747 $4.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.4% 41,543 $4.7M
Russell Investments Group, Ltd. 0.00% Add +15.6% 41,037 $4.6M
Aquatic Capital Management LLC 0.15% Add +78.4% 39,802 $4.5M
Nomura Holdings Inc. 0.02% Add +155.9% 39,675 $4.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -49.2% 39,334 $4.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +13.8% 39,099 $4.4M
Jain Global LLC 0.06% New 38,695 $4.4M
GHP Investment Advisors, Inc. 0.16% Add +2.7% 38,158 $4.3M
Handelsbanken Fonder AB 0.01% Reduce -3.5% 36,400 $4.1M
Walleye Capital LLC 0.02% Add +897.9% 34,846 $3.9M
JB Capital LLC 0.14% New 34,829 $3.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -4.7% 34,447 $3.9M
Mercer Global Advisors Inc. 0.00% Add +264.3% 33,966 $3.8M
Abundance Wealth Counselors 0.25% Add +338.6% 33,819 $3.8M
Toronto Dominion Bank 0.01% Add +4.8% 33,779 $3.8M
Palouse Capital Management, Inc. 2.52% New 33,705 $3.8M
Kestra Private Wealth Services, LLC 0.04% Add +6.9% 33,615 $3.8M
Campbell & CO Investment Adviser LLC 0.20% New 33,552 $3.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -46.1% 33,196 $3.7M
Machina Capital S.A.S. 0.59% Add +19.1% 33,134 $3.7M
Philip James Wealth Mangement, LLC 0.43% Add +21.3% 32,565 $3.7M
Arax Advisory Partners 0.02% Add +99.3% 32,345 $3.6M
ING Groep NV 0.02% Reduce -36.8% 32,340 $3.6M
Advisors Asset Management, Inc. 0.05% Add +7.5% 31,793 $3.6M
Dark Forest Capital Management LP 0.23% Add +15.0% 31,684 $3.6M
Foster & Motley Inc. 0.16% Add +10.1% 31,677 $3.6M
Osaic Holdings, Inc. 0.00% Add +80.8% 31,548 $3.6M
Entropy Technologies, LP 0.14% Reduce -17.8% 31,407 $3.5M
Jump Financial, LLC 0.03% New 31,338 $3.5M
US Bancorp \de 0.00% Add +1.6% 31,313 $3.5M
Parthenon LLC 0.36% Reduce -0.6% 31,148 $3.5M
Havemeyer Place LP 0.34% New 30,907 $3.5M
Public Sector Pension Investment Board 0.01% Add +0.3% 30,447 $3.4M
Czech National Bank 0.02% Add +4.5% 30,356 $3.4M
Public Employees Retirement System of Ohio 0.01% Reduce -1.3% 29,787 $3.4M
New York Life Investment Management LLC 0.02% Add +9.2% 29,680 $3.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +8.3% 29,445 $3.3M
apricus wealth, LLC 1.58% Add +13.0% 29,430 $3.3M
Arizona State Retirement System 0.02% Add +0.4% 29,427 $3.3M
Kestra Advisory Services, LLC 0.01% Reduce -5.8% 29,201 $3.3M
Cibc World Market Inc. 0.01% Add +93.1% 28,874 $3.2M
Great Lakes Advisors, LLC 0.02% Reduce -3.6% 28,517 $3.2M
Resona Asset Management Co.,Ltd. 0.01% Add +7.4% 27,402 $3.2M
Quadrature Capital Ltd 0.03% New 27,974 $3.1M
Xponance LLC 0.02% Reduce -22.0% 27,968 $3.1M
Maverick Capital 0.03% Reduce -7.1% 27,733 $3.1M
Qsemble Capital Management, LP 0.40% New 27,634 $3.1M
DekaBank Deutsche Girozentrale 0.01% No change 32,604 $3.1M
Vanguard Investments Australia, Ltd. 0.01% Add +0.3% 27,372 $3.1M
State of Michigan Retirement System 0.01% Reduce -1.8% 27,339 $3.1M
Silver Lake Advisory, LLC 1.10% Reduce -1.0% 27,258 $3.1M
Aigen Investment Management, LP 0.81% Reduce -19.1% 26,464 $3.0M
Jones Financial Companies LLLP 0.00% Add +83.3% 25,668 $3.0M
McDonald Partners LLC 0.71% Reduce -25.0% 26,076 $2.9M
Intrepid Capital Management Inc. 1.21% Reduce -0.3% 25,646 $2.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +6.3% 24,902 $2.8M
MetLife Investment Management, LLC 0.01% Reduce -2.1% 24,359 $2.7M
KLP Kapitalforvaltning As 0.01% Add +3.0% 24,200 $2.7M
Thrivent Financial for Lutherans 0.00% Add +4.5% 23,785 $2.7M
Keybank National Association 0.01% Reduce -85.6% 23,639 $2.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -5.2% 23,556 $2.7M
CIBC Asset Management Inc 0.01% Reduce -1.0% 23,520 $2.6M
Poehling Capital Management, INC. 0.55% Add +2.4% 22,999 $2.6M
Retirement Systems of Alabama 0.01% Reduce -1.1% 22,404 $2.5M
Focus Partners Wealth 0.00% Add +47.3% 22,265 $2.5M
Axq Capital, LP 0.27% Reduce -19.2% 22,113 $2.5M
Rodgers Brothers Inc. 0.24% Reduce -3.5% 21,759 $2.4M
Lighthouse Investment Partners, LLC 0.08% New 21,576 $2.4M
Guggenheim Capital LLC 0.02% Add +1.6% 21,006 $2.4M
Pictet Asset Management Holding SA 0.00% Reduce -2.3% 20,934 $2.4M
Voya Investment Management LLC 0.00% Add +0.2% 20,890 $2.4M
Cullen Capital Management, LLC 0.02% Reduce -10.4% 20,587 $2.3M
Baird Financial Group, Inc. 0.00% Add +3.0% 20,483 $2.3M
XTX Topco Ltd 0.03% Reduce -64.8% 20,447 $2.3M
Twin Tree Management, LP 0.36% New 20,388 $2.3M
Tudor Investment Corporation 0.01% Add +237.0% 20,300 $2.3M
Truist Financial Corp. 0.00% Reduce -0.8% 20,246 $2.3M
HM Payson & Co. 0.03% No change 20,010 $2.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +8.8% 19,531 $2.2M
HBW Advisory Services LLC 0.19% Add +4.8% 19,056 $2.1M
Steward Partners Investment Advisory, LLC 0.01% Add +19.4% 18,956 $2.1M
Amalgamated Bank 0.01% Reduce -2.3% 18,840 $2.1M
STRS Ohio 0.01% Add +659.3% 18,822 $2.1M
Panagora Asset Management Inc. 0.01% Add +43.5% 18,568 $2.1M
Corient Private Wealth LP 0.00% Reduce -56.6% 18,518 $2.1M
Two Sigma Securities, LLC 0.18% New 18,358 $2.1M
Toth Financial Advisory Corp. 0.20% Reduce -23.1% 18,076 $2.0M
Alerus Financial NA 0.09% Reduce -40.2% 17,854 $2.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% New 17,600 $2.0M
Hunter Associates Investment Management LLC 0.22% Reduce -6.4% 17,381 $2.0M
Dorato Capital Management 1.31% Add +7.7% 17,357 $1.9M
Woodline Partners LP 0.01% Add +2.8% 17,204 $1.9M
Inlet Private Wealth, LLC 0.47% Add +22.4% 17,180 $1.9M
TD Asset Management Inc 0.00% Reduce -8.2% 16,971 $1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +411.8% 16,901 $1.9M
Townsend & Associates, Inc 0.16% Reduce -0.9% 16,566 $1.9M
NEOS Investment Management LLC 0.01% Add +12.9% 16,446 $1.9M
Natixis Advisors, LLC 0.00% Add +17.2% 16,406 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -86.6% 16,386 $1.8M
Sivia Capital Partners, LLC 0.22% Add +155.5% 16,002 $1.8M
Utah Retirement Systems 0.02% Reduce -6.7% 15,930 $1.8M
Summit Trail Advisors, LLC 0.02% Reduce -37.2% 15,451 $1.7M
Magnetar Financial LLC 0.02% Reduce -29.0% 15,127 $1.7M
Anchor Investment Management, LLC 0.13% Reduce -12.6% 15,093 $1.7M
Teacher Retirement System of Texas 0.00% Add +9.8% 14,857 $1.7M
Flputnam Investment Management Co. 0.02% Add +0.9% 14,672 $1.7M
Neuberger Berman Group LLC 0.00% Add +20.9% 14,663 $1.6M
Allstate Corp. 0.02% Add +1.4% 14,495 $1.6M
Round Hill Asset Management 0.98% Add +7.3% 13,829 $1.6M
Weaver C. Barksdale & Associates, Inc. 1.37% Reduce -0.1% 13,604 $1.5M
&partners 0.01% Add +54.3% 13,719 $1.5M
Ascent Group, LLC 0.05% New 13,530 $1.5M
Nomura Asset Management International Inc. 0.00% No change 13,400 $1.5M
Ancora Advisors LLC 0.03% Reduce -37.2% 13,216 $1.5M
Oregon Public Employees Retirement Fund 0.02% Add +7.4% 13,129 $1.5M
State of Alaska, Department of Revenue 0.01% Reduce -2.9% 13,042 $1.5M
Farther Finance Advisors, LLC 0.01% Add +121.3% 12,925 $1.5M
Sciencast Management LP 0.30% New 12,748 $1.4M
Nordwand Advisors, LLC 0.22% Reduce -0.8% 12,600 $1.4M
Neo Ivy Capital Management 0.32% Reduce -9.4% 12,518 $1.4M
Aberdeen Group plc 0.00% Add +18.2% 12,353 $1.4M
Beese Fulmer Investment Management, Inc. 0.08% Add +2.1% 12,217 $1.4M
Johnson Investment Counsel Inc. 0.01% Add +8.4% 12,207 $1.4M
Royal Fund Management, LLC 0.11% Reduce -9.0% 12,200 $1.4M
Todd Asset Management LLC 0.02% Reduce -2.9% 12,097 $1.4M
Hillsdale Investment Management Inc. 0.03% New 11,900 $1.3M
Allworth Financial LP 0.01% Reduce -75.4% 11,822 $1.3M
Atria Investments, Inc 0.01% Add +48.2% 11,724 $1.3M
Rakuten Investment Management, Inc. 0.00% Add +7.6% 11,307 $1.3M
111 Capital 0.22% Add +103.6% 11,613 $1.3M
Commerce Bank 0.01% Reduce -0.4% 11,553 $1.3M
Huntington National Bank 0.01% Reduce -12.9% 11,182 $1.3M
Fiduciary Family Office, LLC 0.31% Add +82.8% 11,019 $1.2M
Mutual of America Capital Management LLC 0.01% Reduce -3.3% 10,974 $1.2M
Gen-Wealth Partners Inc 0.34% Add +19.4% 10,742 $1.2M
Lecap Asset Management Ltd. 0.51% Reduce -20.6% 10,530 $1.2M
Hussman Strategic Advisors, Inc. 0.27% No change 10,500 $1.2M
CreativeOne Wealth, LLC 0.03% Add +1.8% 10,458 $1.2M
Greenwich Wealth Management LLC 0.04% Add +3.3% 10,445 $1.2M
Jefferies Financial Group Inc. 0.01% New 10,380 $1.2M
Westhampton Capital, LLC 0.48% Reduce -1.8% 10,353 $1.2M
Beacon Financial Advisory LLC 0.23% No change 10,224 $1.2M
Boothbay Fund Management, LLC 0.02% Add +21.9% 10,206 $1.1M
Simplex Trading, LLC 0.03% Add +76.0% 10,161 $1.1M
Public Employees Retirement Association of Colorado 0.00% No change 10,121 $1.1M
Mattson Financial Services, LLC 0.24% Add +4.2% 9,953 $1.1M
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -0.0% 10,013 $1.1M
Empowered Funds, LLC 0.01% Add +12.4% 10,028 $1.1M
Sanctuary Advisors, LLC 0.01% Add +17.8% 9,983 $1.1M
Studio Investment Management LLC 0.19% Add +7.9% 9,924 $1.1M
Edmp, Inc. 0.89% Reduce -0.7% 9,854 $1.1M
Probity Advisors, Inc. 0.16% Reduce -3.8% 9,675 $1.1M
Blackhawk Capital Partners, LLC 0.35% New 9,628 $1.1M
Everhart Financial Group, Inc. 0.07% Add +34.9% 9,615 $1.1M
Fox Run Management, L.L.C. 0.18% Reduce -65.3% 9,566 $1.1M
Aspire Private Capital, LLC 0.22% Add +0.7% 9,549 $1.1M
Rafferty Asset Management, LLC 0.00% Add +49.2% 9,528 $1.1M
Friedenthal Financial 0.49% New 9,447 $1.1M
Gsa Capital Partners LLP 0.07% Reduce -8.2% 9,411 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -5.0% 9,409 $1.1M
American Century Companies Inc. 0.00% Add +231.3% 9,263 $1.0M
Diversify Advisory Services, LLC 0.02% Add +7.1% 8,608 $1.0M
Diversify Wealth Management, LLC 0.02% Add +3.0% 8,608 $1.0M
Daiwa Securities Group Inc. 0.00% Reduce -43.4% 9,222 $1.0M
Pathstone Holdings, LLC 0.00% Add +8.7% 9,093 $1.0M
Sequoia Financial Advisors, LLC 0.01% Reduce -4.4% 9,010 $1.0M
Merit Financial Group, LLC 0.01% Add +102.9% 8,937 $1.0M
Moors & Cabot, Inc. 0.04% Reduce -3.2% 8,832 $994K
Alpha Omega Wealth Management LLC 0.15% No change 8,732 $982K
Fairfield, Bush & Co. 0.47% Reduce -18.0% 8,573 $964K
Mizuho Securities USA LLC 0.02% Add +29.4% 8,349 $939K
Teachers Retirement System of the State of Kentucky 0.01% No change 8,342 $939K
Composition Wealth, LLC 0.01% Reduce -6.4% 8,121 $914K
Curbstone Financial Management Corp 0.15% Reduce -16.5% 8,078 $909K
Nisa Investment Advisors, LLC 0.00% Add +44.6% 8,052 $906K
GatePass Capital, LLC 0.35% Add +74.4% 8,038 $904K
Bahl & Gaynor LLC 0.00% Reduce -13.3% 8,024 $903K
Harbour Investments, Inc. 0.01% Add +0.1% 8,007 $901K
Pacer Advisors, Inc. 0.00% Add +49.5% 7,975 $897K
J.W. Cole Advisors, Inc. 0.02% New 7,877 $886K
Hardworking Capital Advisors, LLC 0.72% Reduce -0.3% 7,872 $886K
Wedbush Securities Inc. 0.02% Reduce -1.6% 7,835 $881K
Glenmede Trust Co. NA 0.00% Add +34.4% 7,812 $879K
Rothschild Investment LLC 0.03% Add +559.7% 7,771 $874K
Graham Capital Management, L.P. 0.03% Add +142.7% 7,672 $863K
Kendall Capital Management 0.14% Add +66.9% 7,545 $849K
O'shaughnessy Asset Management, LLC 0.00% Add +183.7% 7,409 $834K
Federation des caisses Desjardins du Quebec 0.00% Reduce -37.6% 7,339 $826K
D.B. Root & Company, LLC 0.17% Reduce -9.6% 7,312 $823K
UniSuper Management Pty Ltd 0.00% Reduce -52.8% 7,279 $819K
Scotia Capital Inc. 0.00% Reduce -25.4% 7,238 $814K
Mark Sheptoff Financial Planning, LLC 0.43% Reduce -0.2% 7,235 $814K
Mfa Wealth Advisors, LLC 0.14% Add +8.8% 7,212 $811K
Aristotle Capital Management, LLC 0.00% Reduce -20.3% 7,150 $804K
Investment Research Partners LLC 0.27% Add +42.3% 7,002 $788K
Swiss Life Asset Management Ltd 0.00% Reduce -0.8% 6,992 $787K
Bokf, NA 0.01% Reduce -1.7% 6,986 $786K
Wellington Grp LLC 0.20% Add +56.5% 6,721 $756K
Mgo One Seven LLC 0.01% Reduce -10.4% 6,717 $756K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.5% 6,668 $750K
Vanguard Personalized Indexing Management, LLC 0.01% Add +13.4% 6,601 $743K
S&T Bank 0.22% Reduce -14.9% 6,556 $738K
Kentucky Retirement Systems 0.02% Reduce -24.6% 6,542 $736K
Foundations Investment Advisors, LLC 0.01% Add +42.5% 6,540 $736K
Brown Advisory Inc. 0.00% Add +13.4% 6,476 $729K
Savant Capital, LLC 0.00% Add +117.2% 6,824 $720K
Nicolet Bankshares Inc. 0.02% New 6,399 $720K
Eurizon Capital SGR S.p.A. 0.00% Reduce -22.5% 6,324 $714K
Robeco Institutional Asset Management B.V. 0.00% Reduce -96.5% 6,210 $699K
Lido Advisors, LLC 0.00% Add +166.7% 6,168 $694K
Global X Japan Co., Ltd. 0.03% Add +4.8% 6,164 $693K
Cornerstone Wealth Management, LLC 0.03% Add +14.7% 6,143 $691K
Twin Capital Management Inc. 0.07% Reduce -2.8% 6,082 $684K
Harbor Capital Advisors, Inc. 0.05% New 6,070 $683K
Centiva Capital, LP 0.02% Add +51.1% 6,058 $682K
Counterpoint Mutual Funds LLC 0.07% Reduce -87.9% 5,990 $674K
Asset Management One Co., Ltd. 0.00% Add +13.3% 5,984 $673K
AssuredPartners Investment Advisors, LLC 0.06% Add +20.2% 5,952 $670K
Integrated Wealth Concepts LLC 0.00% Add +35.3% 5,924 $666K
SageView Advisory Group, LLC 0.02% Add +0.8% 5,902 $664K
Norinchukin Bank, The 0.01% Add +0.3% 5,842 $657K
Bluespring Wealth Management, LLC 0.01% New 5,806 $653K
Wellington Shields & Co., LLC 0.15% Add +5.4% 5,800 $653K
Hartford Investment Management Co. 0.02% Reduce -3.7% 5,731 $645K
Optimize Financial Inc. 0.23% Reduce -0.3% 5,692 $640K
Sound Capital Solutions LLC 0.15% — 5,692 $640K
Eads & Heald Wealth Management 0.31% Reduce -23.5% 5,681 $639K
HB Wealth Management, LLC 0.00% Add +69.9% 5,615 $632K
Waverly Advisors, LLC 0.00% Add +35.1% 5,579 $628K
Kingdom Financial Group LLC. 0.16% Reduce -4.8% 5,566 $626K
Aegis Wealth Management, Inc. 0.40% Reduce -3.7% 5,553 $625K
Maryland State Retirement & Pension System 0.01% No change 5,553 $625K
KBC Group NV 0.00% Reduce -9.8% 5,521 $621K
Louisiana State Employees Retirement System 0.01% Add +1.9% 5,500 $619K
D.A. Davidson & Co. 0.00% Reduce -19.2% 5,499 $619K
Walser Wealth Management Company, A Ltd Liability Co 0.26% Add +54.6% 5,462 $614K
Sigma Planning Corp 0.02% Add +13.0% 5,390 $606K
New Mexico Educational Retirement Board 0.02% Add +8.1% 5,322 $599K
Quantbot Technologies LP 0.02% Reduce -82.5% 5,302 $596K
Global Retirement Partners, LLC 0.01% — 5,285 $595K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -38.5% 5,219 $587K
Allspring Global Investments Holdings, LLC 0.00% Add +1.1% 5,083 $584K
Vima LLC 0.58% — 5,161 $581K
Stock Yards Bank & Trust Co. 0.02% Reduce -3.6% 5,143 $579K
Burney Co./ 0.02% No change 5,141 $578K
AMG National Trust Bank 0.01% Reduce -87.2% 5,111 $575K
Cullen Investment Group, LTD. 0.07% Reduce -13.8% 5,108 $575K
Strategic Investment Advisors / MI 0.03% Reduce -13.8% 5,068 $570K
Brighton Jones LLC 0.01% New 5,066 $570K
Independent Advisor Alliance 0.01% Add +9.6% 5,062 $570K
Waterloo Capital, L.P. 0.03% Reduce -7.1% 5,030 $566K
Bessemer Group Inc. 0.00% Reduce -99.3% 5,013 $564K
Private Advisor Group, LLC 0.00% Reduce -57.2% 5,012 $564K
Quarry LP 0.09% Add +411.9% 5,006 $563K
Great Valley Advisor Group, Inc. 0.01% Add +1.8% 4,930 $555K
Sowell Financial Services LLC 0.02% Add +1.7% 4,926 $554K
Sound View Wealth Advisors Group, LLC 0.03% Add +36.0% 4,864 $547K
DoubleLine ETF Adviser LP 0.23% New 4,863 $547K
Group One Trading LLC 0.02% Add +8.7% 4,850 $546K
WINTON GROUP Ltd 0.02% Reduce -59.2% 4,800 $540K
Caisse de depot et placement du Quebec 0.00% Reduce -98.7% 4,800 $540K
Macquarie Group Ltd. 0.00% Add +34.9% 4,749 $534K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -88.8% 4,717 $531K
SlateStone Wealth, LLC 0.04% Add +3.3% 4,700 $529K
Flagship Harbor Advisors, LLC 0.02% Add +0.0% 4,691 $528K
Clearstead Advisors, LLC 0.01% Add +0.8% 4,686 $527K
Bank of Nova Scotia 0.00% Reduce -98.8% 4,676 $526K
Atalanta Sosnoff Capital, LLC 0.01% New 4,523 $509K
Kimelman & Baird, LLC 0.04% No change 4,500 $506K
Crossmark Global Holdings, Inc. 0.01% Add +3.5% 4,462 $502K
Stratos Wealth Partners, LTD. 0.01% Add +18.7% 4,438 $499K
Focus Partners Advisor Solutions, LLC 0.00% New 4,430 $498K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -70.2% 4,407 $496K
MML Investors Services, LLC 0.00% Add +29.5% 4,398 $495K
Sage Private Wealth Group, LLC 0.22% Add +20.3% 4,393 $494K
Clean Yield Group 0.12% No change 4,381 $493K
McCarter Private Wealth Services LLC 0.17% Add +20.0% 4,364 $491K
Williams Jones Wealth Management, LLC. 0.01% No change 4,357 $490K
Frec Markets, Inc. 0.04% New 4,335 $488K
Brown Financial Advisors 0.17% Reduce -0.2% 4,317 $486K
Advisory Services Network, LLC 0.01% Add +7.7% 4,313 $485K
Mitchell Sinkler & Starr 0.20% No change 4,234 $476K
Modern Wealth Management, LLC 0.01% Add +7.1% 4,227 $476K
South Dakota Investment Council 0.01% No change 4,188 $471K
MUFG Securities EMEA plc 0.00% Reduce -4.6% 4,178 $470K
Credit Agricole S A 0.00% New 4,164 $468K
Money Concepts Capital Corp. 0.02% Reduce -1.8% 4,151 $467K
Elevation Point Wealth Partners, LLC 0.01% Add +0.7% 4,151 $467K
Brooks, Moore & Associates, Inc. 0.21% No change 4,135 $465K
Venture Visionary Partners LLC 0.01% Add +0.0% 4,126 $464K
Caxton Associates LLP 0.01% Add +46.5% 4,119 $463K
DNB Asset Management AS 0.00% Reduce -30.0% 4,097 $461K
Stephens Inc. 0.01% Add +8.0% 3,770 $457K
Alkeme Wealth, LLC 0.17% Reduce -7.6% 4,053 $456K
Cambient Family Office, LLC 0.06% Add +9.9% 4,030 $453K
Greenfield Seitz Capital Management, LLC 0.13% Reduce -4.3% 4,012 $451K
Quinn Opportunity Partners LLC 0.02% New 4,000 $450K
Gallagher Fiduciary Advisors, LLC 0.01% Add +11.6% 3,994 $449K
Plan A Wealth LLC 0.19% Add +16.9% 3,990 $449K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -4.4% 3,965 $446K
First National Bank of Mount Dora, Trust Investment Services 0.09% Add +1.7% 3,929 $442K
Wilmington Savings Fund Society, FSB 0.01% No change 3,922 $441K
Nykredit A/S 0.00% — 3,906 $439K
Virtu Financial LLC 0.01% Reduce -82.8% 3,895 $438K
Praxis Investment Management Inc. 0.02% Reduce -9.0% 3,888 $437K
Benjamin Edwards Inc. 0.00% Reduce -5.3% 3,883 $437K
Tower Research Capital LLC (TRC) 0.01% Reduce -7.2% 3,852 $433K
AlphaGrep UK Ltd 0.13% Reduce -38.6% 3,833 $431K
Empirical Finance, LLC 0.02% Add +3.3% 3,829 $431K
Arkadios Wealth Advisors 0.01% Add +30.8% 3,787 $426K
Hilltop Holdings Inc. 0.03% Add +74.3% 3,777 $425K
Aster Capital Management (DIFC) Ltd 0.09% New 3,776 $425K
Sterling Capital Management LLC 0.01% Reduce -84.5% 3,775 $425K
Chicago Partners Investment Group LLC 0.01% New 3,649 $422K
Compound Planning, Inc. 0.01% New 3,725 $419K
Vestor Capital, LLC 0.03% Add +626.8% 5,160 $416K
Parallel Advisors, LLC 0.01% No change 3,687 $415K
Advisory Alpha, LLC 0.01% New 3,686 $415K
Cullen/Frost Bankers, Inc. 0.00% No change 3,675 $413K
Revisor Wealth Management LLC 0.10% Add +2.7% 3,652 $411K
Radnor Capital Management, LLC 0.06% Reduce -4.0% 3,641 $410K
CENTRAL TRUST Co 0.01% Add +34.8% 3,620 $407K
Bailard, Inc. 0.01% Reduce -25.7% 3,619 $407K
CastleKnight Management LP 0.01% No change 3,600 $405K
CI Investments Inc. 0.00% New 3,592 $404K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 3,526 $397K
Wealthfront Advisers LLC 0.00% Reduce -18.8% 3,522 $396K
Kornitzer Capital Management Inc. 0.01% Add +12.9% 3,495 $393K
Mackenzie Financial Corp. 0.00% Reduce -6.2% 3,469 $390K
AlphaCore Capital LLC 0.01% Reduce -4.8% 3,430 $386K
City Center Advisors, LLC 0.31% Reduce -10.9% 3,426 $385K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.2% 3,420 $385K
Bull Harbor Capital LLC 0.07% New 3,404 $383K
denkapparat Operations GmbH 0.12% New 3,392 $382K
Exchange Traded Concepts, LLC 0.00% Add +19.4% 3,392 $382K
S.A. Mason LLC 0.12% Add +1.6% 3,387 $381K
Naples Global Advisors, LLC 0.02% Reduce -32.9% 3,380 $380K
Vise Technologies, Inc. 0.00% New 3,358 $378K
Main Street Research LLC 0.02% Add +16.8% 3,337 $375K
Vestmark Advisory Solutions, Inc. 0.00% Add +1.3% 3,336 $375K
Smith, Moore & Co. 0.02% Reduce -14.5% 3,328 $374K
Aviance Capital Partners, LLC 0.04% No change 3,308 $372K
Rowlandmiller & Partners.adv 0.07% Add +0.1% 3,303 $372K
Mufg Securities Americas Inc. 0.02% Add +8.8% 3,212 $361K
Azimuth Capital Investment Management LLC 0.01% No change 3,200 $360K
Oppenheimer & Co. Inc. 0.00% New 3,188 $359K
GAMMA Investing LLC 0.01% Add +39.8% 3,177 $357K
Summit Financial, LLC 0.00% Reduce -3.3% 3,158 $355K
Ingalls & Snyder LLC 0.01% Reduce -1.0% 3,138 $353K
Mayflower Financial Advisors, LLC 0.03% Reduce -0.2% 3,126 $352K
Private Capital Management, LLC 0.03% Reduce -4.6% 3,100 $349K
North Dakota State Investment Board 0.01% Add +1.8% 3,083 $347K
Dynamic Technology Lab Private Ltd 0.08% Reduce -85.7% 3,051 $343K
CoreCap Advisors, LLC 0.01% Reduce -0.4% 3,041 $342K
Caprock Group, LLC 0.01% New 3,039 $342K
Evolve Private Wealth, LLC 0.02% New 3,025 $340K
Avalon Trust Co 0.02% No change 3,000 $338K
Brown, Lisle/Cummings, Inc. 0.08% Add +51.5% 2,977 $335K
Traub Capital Management LLC 0.30% Add +5.3% 2,973 $334K
V-Square Quantitative Management LLC 0.03% No change 2,886 $325K
Oxford Asset Management LLP 0.16% New 2,863 $322K
BSW Wealth Partners 0.04% Reduce -13.8% 2,859 $322K
Bradley Foster & Sargent Inc. 0.00% Add +0.0% 2,847 $320K
Polymer Capital Management (US) LLC 0.05% Reduce -33.6% 2,834 $319K
Federated Hermes, Inc. 0.00% Reduce -28.8% 2,803 $315K
Securian Asset Management, Inc. 0.01% No change 2,815 $315K
Virtus Advisers, LLC 0.12% New 2,772 $312K
DAVENPORT & Co LLC 0.00% Reduce -16.9% 2,743 $309K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -0.4% 2,715 $305K
Bill Few Associates, Inc. 0.07% Add +17.0% 2,713 $305K
NorthRock Partners, LLC 0.00% Add +0.0% 2,706 $304K
Rockefeller Capital Management L.P. 0.00% Reduce -4.4% 2,692 $303K
Sovran Advisors, LLC 0.02% No change 2,451 $302K
Raleigh Capital Management Inc. 0.10% Add +0.7% 2,667 $300K
Schroder Investment Management Group 0.00% Reduce -50.2% 2,625 $295K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -5.0% 2,621 $295K
J.M. Arbour, LLC 0.25% New 2,595 $292K
Columbia Asset Management 0.05% Add +2.0% 2,595 $292K
Shufro Rose & Co. LLC 0.02% New 2,595 $292K
Boston Trust Walden Corp 0.00% No change 2,585 $291K
Apollon Wealth Management, LLC 0.00% New 2,577 $290K
Triangle Securities Wealth Management 0.06% Add +3.2% 2,577 $290K
Krilogy Financial LLC 0.01% New 2,576 $290K
Beacon Pointe Advisors, LLC 0.00% Reduce -8.8% 2,574 $290K
Richard W. Paul & Associates, LLC 0.09% Reduce -1.3% 2,561 $288K
Peapack Gladstone Financial Corp. 0.00% Reduce -2.1% 2,554 $287K
Schulhoff & Co. Inc. 0.11% Reduce -7.3% 2,541 $286K
Wesbanco Bank Inc. 0.01% Reduce -9.7% 2,536 $285K
CX Institutional 0.01% Add +221.8% 2,526 $284K
Fort Washington Investment Advisors Inc. 0.00% No change 2,524 $284K
Kanawha Capital Management LLC 0.02% No change 2,500 $281K
Moody National Bank Trust Division 0.02% Add +5.6% 2,491 $280K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.09% Reduce -8.3% 2,343 $277K
SS&H Financial Advisors, Inc. 0.07% — 2,450 $276K
Transcend Capital Advisors, LLC 0.02% New 2,451 $276K
Csenge Advisory Group 0.01% New 2,444 $275K
Fieldview Capital Management, LLC 0.08% Reduce -65.1% 2,441 $275K
Verity & Verity, LLC 0.02% Add +3.9% 2,425 $273K
Palisade Asset Management, LLC 0.02% Reduce -14.6% 2,390 $269K
Orion Porfolio Solutions, LLC 0.00% New 2,359 $265K
Canada Post Corp Registered Pension Plan 0.01% No change 2,338 $263K
Ritholtz Wealth Management 0.00% New 2,334 $263K
Applied Finance Capital Management, LLC 0.02% Reduce -37.4% 2,333 $262K
Trueblood Wealth Management, LLC 0.09% No change 2,323 $261K
Waddell & Associates, LLC 0.01% New 2,322 $261K
Marietta Investment Partners LLC 0.04% No change 2,320 $261K
Crestwood Advisors Group, LLC 0.00% New 2,312 $260K
Moody LYNN Lieberson & Walker, LLC 0.01% Reduce -0.4% 2,289 $258K
Meyer Handelman Co. 0.01% Reduce -44.5% 2,283 $257K
Wedgewood Investors Inc. 0.26% No change 2,265 $255K
Geneos Wealth Management Inc. 0.01% Add +28.8% 2,252 $253K
Valeo Financial Advisors, LLC 0.01% Add +6.8% 2,249 $253K
Oder Investment Management, LLC 0.17% New 2,246 $253K
North Star Investment Management Corp. 0.01% Add +0.1% 2,241 $252K
DRW Securities, LLC 0.01% Reduce -75.5% 2,341 $252K
Soltis Investment Advisors LLC 0.01% New 2,207 $248K
Mission Wealth Management, LP 0.00% New 2,205 $248K
iSAM Funds (UK) Ltd 0.17% Reduce -49.2% 2,200 $248K
Integris Wealth Management, LLC 0.05% No change 2,200 $248K
Copley Financial Group, Inc. 0.15% Reduce -37.8% 2,194 $247K
Park Avenue Securities LLC 0.00% New 2,178 $245K
Hengehold Capital Management LLC 0.02% Reduce -1.9% 2,170 $244K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +54.4% 2,152 $242K
Tema ETFs LLC 0.01% Add +13.0% 2,145 $241K
Park National Corp. 0.01% Add +0.9% 2,142 $241K
Brown Brothers Harriman & Co. 0.00% Add +180.8% 2,131 $240K
Letson Investment Management, Inc. 0.09% No change 2,120 $239K
Prospera Financial Services Inc 0.00% New 2,091 $236K
Concurrent Investment Advisors, LLC 0.00% New 2,091 $235K
Meridian Wealth Management, LLC 0.01% Add +0.2% 2,084 $234K
Kennon-Green & Company, LLC 0.18% New 2,020 $227K
Citizens Financial Group Inc. 0.00% New 2,015 $227K
Visionary Wealth Advisors 0.01% Reduce -4.7% 2,014 $227K
Parcion Private Wealth LLC 0.01% New 2,007 $226K
Borer Denton & Associates, Inc. 0.07% New 2,000 $225K
Rathbones Group PLC 0.00% New 2,000 $225K
HMS Capital Management, LLC 0.08% New 1,997 $225K
R Squared Ltd 0.12% New 1,984 $223K
Smartleaf Asset Management LLC 0.01% No change 1,925 $223K
Metis Global Partners, LLC 0.01% New 1,958 $220K
Alethea Capital Management, LLC 0.09% New 1,955 $220K
Kingsview Wealth Management, LLC 0.00% New 1,952 $220K
Mission Creek Capital Partners, Inc. 0.04% New 1,951 $219K
West Family Investments, Inc. 0.06% New 1,933 $217K
Prosperity Consulting Group, LLC 0.01% New 1,931 $217K
Wealthspire Advisors, LLC 0.00% New 1,906 $214K
Sound Financial Strategies Group, LLC 0.13% Reduce -29.5% 1,886 $212K
Quartz Partners, LLC 0.07% New 1,881 $212K
Significant Wealth Partners LLC 0.23% New 1,877 $211K
Curat Global, LLC 0.17% Reduce -71.9% 270 $210K
Chancellor Financial Group WB LP 0.13% Reduce -23.5% 1,860 $209K
NorthCrest Asset Manangement, LLC 0.01% New 1,874 $208K
Cidel Asset Management Inc. 0.01% New 1,843 $207K
CHICAGO TRUST Co NA 0.03% New 1,833 $206K
Kintra Wealth, LLC 0.01% New 1,684 $203K
Summit Financial Wealth Advisors, LLC 0.03% New 1,800 $203K
Kesler, Norman & Wride, LLC 0.03% New 1,797 $202K
First Financial Bank - Trust Division 0.01% New 1,796 $202K
Primoris Wealth Advisors, LLC 0.09% New 1,787 $201K
Equity Investment Corp. 0.00% New 1,782 $200K
Conestoga Capital Advisors, LLC 0.00% New 1,780 $200K
Evercore Wealth Management, LLC 0.00% New 1,780 $200K
Moller Wealth Partners 0.04% New 1,778 $200K
Horizon Investments, LLC 0.00% Add +0.8% 1,777 $200K
Mather Group, Llc. 0.00% Add +76.3% 1,731 $195K
Smithfield Trust Co 0.01% No change 1,615 $182K
Northwest & Ethical Investments L.P. 0.00% Reduce -76.2% 1,273 $148K
Caldwell Sutter Capital, Inc. 0.05% Add +31.7% 1,254 $141K
Private Trust Co. NA 0.01% No change 1,217 $137K
Colonial Trust Advisors 0.01% No change 1,209 $136K
IFP Advisors, Inc 0.00% Add +29.9% 1,177 $132K
Delta Asset Management LLC 0.01% No change 1,171 $132K
Gleason Group, Inc. 0.01% Reduce -40.0% 1,169 $132K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -19.9% 1,170 $130K
Lanark Financial, Inc. 0.01% Reduce -2.9% 1,154 $130K
Essential Partners LLC 0.06% Add +902.6% 1,143 $129K
Rossby Financial, LCC 0.02% Add +57.7% 1,134 $128K
Adirondack Trust Co. 0.04% No change 1,117 $126K
EverSource Wealth Advisors, LLC 0.00% Add +106.5% 1,080 $122K
Trust Co. of Vermont 0.00% — 1,042 $117K
TD Waterhouse Canada Inc. 0.00% No change 1,020 $117K
Cassaday & Co Wealth Management LLC 0.00% No change 964 $108K
NBH Bank 0.04% — 930 $105K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -7.1% 916 $103K
Ameritas Investment Partners, Inc. 0.00% Reduce -6.0% 915 $103K
Tokio Marine Asset Management Co. Ltd. 0.00% New 900 $101K
Optiver Holding B.V. 0.00% New 871 $98K
JTC Employer Solutions Trustee Ltd 0.01% No change 860 $97K
TIAA Wealth Investment Management LLC 0.00% Add +43.6% 859 $97K
Hantz Financial Services, Inc. 0.00% Reduce -67.2% 839 $94K
Bullock Wealth Management Group 0.04% Add +3.6% 785 $90K
MCF Advisors LLC 0.00% Add +10.6% 796 $90K
Bay Harbor Wealth Management, LLC 0.02% Add +0.1% 738 $83K
Whittier Trust Co. 0.00% No change 717 $80K
Danske Bank A/S 0.00% Reduce -54.9% 700 $79K
Signaturefd, LLC 0.00% Add +9.4% 672 $76K
Trust Co. of Toledo NA 0.01% No change 652 $73K
Sit Investment Associates Inc. 0.00% Reduce -44.9% 620 $70K
Stone House Investment Management, LLC 0.01% Reduce -19.5% 618 $70K
Los Angeles Capital Management LLC 0.00% Add +77.1% 618 $70K
Larson Financial Group LLC 0.00% Add +27.3% 611 $69K
Salem Investment Counselors Inc. 0.00% Reduce -8.3% 605 $68K
Advocate Investing Services LLC 0.05% New 600 $68K
Summit Securities Group LLC 0.01% Add +3194.4% 593 $67K
Elevated Capital Advisors, LLC 0.02% Reduce -8.0% 590 $66K
True Wealth Design, LLC 0.02% Add +1285.4% 568 $64K
IMA Advisory Services, Inc. 0.00% Reduce -20.0% 565 $64K
Fairway Wealth LLC 0.01% Add +1.1% 564 $63K
SouthState Bank Corp 0.00% Reduce -30.1% 550 $62K
NBT Bank, N.A. 0.00% No change 541 $61K
Sankala Group LLC 0.04% No change 500 $60K
Caldwell Trust Co 0.00% No change 525 $59K
UMB Bank, n.a. 0.00% Reduce -7.9% 523 $59K
Parkside Financial Bank & Trust 0.00% Add +6.5% 522 $59K
Towne Trust Company, N.A 0.02% No change 516 $58K
ESL Trust Services, LLC 0.01% No change 500 $56K
Buck Wealth Strategies, LLC 0.01% New 499 $56K
JNBA Financial Advisors 0.00% Add +1.9% 495 $56K
Hilton Head Capital Partners, LLC 0.03% Add +11.6% 482 $54K
Tompkins Financial Corp. 0.00% Add +41.8% 475 $53K
Assetmark, Inc. 0.00% Add +6.4% 451 $51K
St Germain D J Co. Inc. 0.00% No change 447 $50K
TD Private Client Wealth LLC 0.00% Add +463.3% 445 $50K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +0.2% 442 $50K
Costello Asset Management, INC 0.01% Add +0.7% 436 $49K
Basecamp Wealth Advisors LLC 0.01% Reduce -8.8% 433 $49K
Fourth Dimension Wealth, LLC 0.01% No change 420 $47K
Pinnacle Bancorp, Inc. 0.01% No change 420 $47K
Creative Financial Designs Inc. 0.00% Add +32.6% 415 $47K
Citizens National Bank Trust Department 0.01% No change 414 $47K
Strive Financial Group ,LLC 0.02% Reduce -63.3% 410 $46K
IFG Advisory, LLC 0.00% New 405 $46K
Perkins Coie Trust Co 0.01% No change 392 $44K
Versant Capital Management, Inc 0.00% Add +5.7% 389 $44K
Ramirez Asset Management, Inc. 0.00% New 386 $43K
Wealth Enhancement Trust Services, Inc. 0.00% Add +34.7% 384 $43K
Bank of New Hampshire 0.01% No change 375 $42K
Bayforest Capital Ltd 0.04% Reduce -74.1% 355 $40K
First Horizon Corp. 0.00% Add +32.6% 350 $39K
First Financial Corp. 0.01% No change 350 $39K
SJS Investment Consulting Inc. 0.00% Add +494.6% 327 $37K
Institute for Wealth Management, LLC. 0.00% New 318 $36K
Ritter Daniher Financial Advisory LLC / DE 0.01% Add +0.7% 307 $35K
Manchester Capital Management LLC 0.00% Add +531.3% 303 $34K
Monetary Management Group Inc. 0.01% No change 300 $34K
Key Financial Inc 0.01% No change 300 $34K
Pittenger & Anderson Inc. 0.00% Reduce -98.9% 300 $34K
CYBER HORNET ETFs LLC 0.02% Reduce -1.0% 292 $33K
Zions Bancorporation, National Association 0.00% Add +13.1% 285 $32K
Barrett & Company, Inc. 0.01% Add +1.1% 284 $32K
Investors Research Corp 0.01% No change 282 $32K
N.E.W. Advisory Services LLC 0.00% No change 272 $31K
Ulland Investment Advisors, LLC 0.02% Add +1.1% 267 $30K
Owl Creek Wealth Partners LLC 0.01% Add +80.6% 260 $29K
Ameriflex Group, Inc. 0.01% Add +14.6% 259 $29K
WPG Advisers, LLC 0.02% Add +25.4% 257 $29K
Minot DeBlois Advisors LLC 0.02% No change 250 $28K
Kentucky Trust Co 0.01% No change 250 $28K
Estabrook Capital Management 0.00% Add +25.0% 250 $28K
GW&K Investment Management, LLC 0.00% Reduce -2.0% 240 $27K
Eastern Bank 0.00% Reduce -30.3% 232 $26K
Trust Co 0.00% Reduce -42.8% 230 $26K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 227 $26K
Archer Investment Corp 0.00% Add +1.4% 226 $25K
Frazier Financial Advisors, LLC 0.01% No change 209 $24K
Stance Capital LLC 0.01% No change 205 $23K
Crews Bank & Trust 0.00% No change 200 $23K
Harbor Investment Advisory, LLC 0.00% No change 196 $22K
AdvisorNet Financial, Inc 0.00% Add +2685.7% 195 $22K
Vermillion Wealth Management, Inc. 0.01% Reduce -2.1% 185 $21K
Measured Wealth Private Client Group, LLC 0.00% No change 179 $20K
Darwin Wealth Management, LLC 0.01% Add +1.2% 175 $20K
Quent Capital, LLC 0.00% Add +286.7% 174 $20K
CVA Family Office, LLC 0.00% Add +11.3% 167 $19K
JFS Wealth Advisors, LLC 0.00% Add +9.2% 166 $19K
Lloyd Advisory Services, LLC. 0.01% Reduce -97.2% 165 $19K
First Bancorp, Inc 0.01% New 164 $18K
Blue Trust, Inc. 0.00% Reduce -71.3% 161 $18K
Flagship Wealth Advisors, LLC 0.00% Add +3.9% 159 $18K
Fiduciary Financial Advisors 0.00% New 156 $17K
Leonteq Securities AG 0.00% Reduce -84.2% 155 $17K
Chung Wu Investment Group, LLC 0.01% New 150 $17K
Core Alternative Capital 0.01% No change 150 $17K
Triumph Capital Management 0.00% No change 147 $17K
SBI Securities Co., Ltd. 0.00% Add +16.0% 145 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 133 $15K
Nova Wealth Management, Inc. 0.01% Reduce -16.1% 130 $15K
Chelsea Counsel Co. 0.01% No change 130 $15K
Piscataqua Savings Bank 0.01% No change 125 $14K
Silver Grove Financial Group, Inc. 0.01% Add +24.0% 124 $14K
Private Wealth Asset Management, LLC 0.00% No change 124 $14K
Bayban 0.01% No change 122 $14K
New England Capital Financial Advisors LLC 0.00% Add +0.8% 121 $14K
Clearstead Trust, LLC 0.00% Add +287.1% 120 $14K
MV Capital Management, Inc. 0.00% Add +40.0% 112 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -38.8% 112 $13K
TD Capital Management LLC 0.00% Add +0.9% 108 $12K
Rosenberg Matthew Hamilton 0.00% No change 105 $12K
Aventura Private Wealth, LLC 0.00% No change 105 $12K
Elevation Wealth Partners, LLC 0.00% Add +836.4% 103 $12K
Strategic Wealth Partners, Ltd. 0.00% No change 102 $11K
MTM Investment Management, LLC 0.00% No change 101 $11K
CrossGen Wealth, LLC 0.01% No change 100 $11K
Miller Capital Partners, Inc. 0.00% No change 100 $11K
Commonwealth Retirement Investments LLC 0.00% New 100 $11K
Alpine Bank Wealth Management 0.00% New 100 $11K
Center for Financial Planning, Inc. 0.00% No change 100 $11K
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.00% No change 100 $11K
Sachetta, LLC 0.01% Add +5.7% 93 $10K
Private Wealth Management Group, LLC 0.00% Reduce -25.2% 92 $10K
Richardson Financial Services Inc. 0.01% New 90 $10K
Capital Analysts, LLC 0.00% Add +1.2% 87 $10K
Grove Bank & Trust 0.00% Reduce -35.6% 87 $10K
Activest Wealth Management 0.00% Add +8400.0% 85 $10K
HighMark Wealth Management LLC 0.00% No change 81 $9K
Ogorek Anthony Joseph /NY/ 0.00% Add +13.9% 82 $9K
Fortitude Family Office, LLC 0.00% Reduce -16.7% 80 $9K
Ares Financial Consulting, LLC 0.01% Add +102.6% 79 $9K
Highline Wealth Partners LLC 0.00% Add +1200.0% 78 $9K
Quest 10 Wealth Builders, Inc. 0.01% No change 77 $9K
Continuum Advisory, LLC 0.00% New 75 $8K
Meramec Financial Planners, LLC 0.00% No change 69 $8K
Farmers & Merchants Investments Inc. 0.00% No change 73 $8K
First Pacific Financial 0.00% New 69 $8K
Wilkerson Advisory Group LLC 0.00% Add +1160.0% 63 $7K
Covestor Ltd 0.00% Add +1.7% 61 $7K
Capital Advisors, Ltd. LLC 0.00% New 58 $7K
Cape Investment Advisory, Inc. 0.00% New 60 $7K
Boreal Capital Management LLC 0.01% No change 59 $7K
Keating Financial Advisory Services, Inc. 0.00% Reduce -28.9% 59 $7K
Financial Avengers, Inc. 0.00% No change 58 $7K
Bell Investment Advisors, Inc 0.00% Add +9.8% 56 $6K
Signature Equity Partners, LLC 0.00% Reduce -1.9% 52 $6K
Horizon Financial Services, LLC 0.00% No change 52 $6K
Luminist Capital LLC 0.01% New 51 $6K
Kilter Group LLC 0.00% Add +31.6% 50 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 50 $6K
Synergy Investment Management, LLC 0.00% Add +2050.0% 43 $5K
Bellevue Asset Management, LLC 0.00% No change 46 $5K
High Note Wealth, LLC 0.00% New 46 $5K
Physician Wealth Advisors, Inc. 0.00% Add +120.0% 44 $5K
Coppell Advisory Solutions LLC 0.00% New 47 $5K
West Branch Capital LLC 0.00% New 39 $4K
Bogart Wealth, LLC 0.00% New 39 $4K
DT Investment Partners, LLC 0.00% Reduce -37.7% 38 $4K
Rialto Wealth Management, LLC 0.00% Add +105.6% 37 $4K
Bare Financial Services, Inc 0.00% Add +50.0% 36 $4K
Raffa Wealth Management, LLC 0.00% No change 36 $4K
Cedar Mountain Advisors, LLC 0.00% No change 35 $4K
Creative Capital Management Investments LLC 0.00% New 33 $4K
Spire Wealth Management 0.00% Reduce -16.2% 31 $3K
Advantage Trust Co 0.00% New 30 $3K
Holos Integrated Wealth LLC 0.00% No change 29 $3K
Atlantic Union Bankshares Corp 0.00% Reduce -9.4% 29 $3K
Key Capital Management, INC 0.00% New 29 $3K
Princeton Global Asset Management LLC 0.00% No change 29 $3K
Main Street Group, LTD 0.00% No change 28 $3K
Fortis Group Advisors, LLC 0.00% No change 26 $3K
Transamerica Financial Advisors, LLC 0.00% Add +150.0% 25 $3K
Nemes Rush Group LLC 0.00% New 25 $3K
Allianz SE 0.00% Reduce -99.5% 25 $3K
Financial Network Wealth Advisors LLC 0.00% Add +10.0% 22 $2K
City State Bank 0.00% No change 22 $2K
Westfuller Advisors, LLC 0.00% Reduce -8.7% 21 $2K
Cromwell Holdings LLC 0.00% Add +5.3% 20 $2K
Sittner & Nelson, LLC 0.00% No change 19 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -9.5% 19 $2K
Fulcrum Asset Management LLP 0.00% New 17 $2K
HFM Investment Advisors, LLC 0.00% Add +142.9% 17 $2K
JPL Wealth Management, LLC 0.00% Add +60.0% 16 $2K
Oakmont Advisory Group, LLC 0.00% New 15 $2K
Strengthening Families & Communities, LLC 0.00% No change 15 $2K
Gilpin Wealth Management, LLC 0.00% No change 14 $2K
Atlas Capital Advisors Inc. 0.00% Reduce -99.2% 14 $2K
First Command Advisory Services, Inc. 0.00% No change 13 $1K
Boyd Watterson Asset Management LLC 0.00% No change 12 $1K
SHP Wealth Management 0.00% Add +33.3% 12 $1K
Timbuktu Capital Management, LLC 0.00% — 11 $1K
Crewe Advisors LLC 0.00% No change 11 $1K
Washington Trust Advisors, Inc. 0.00% Add +22.2% 11 $1K
McGuire Capital Advisors Inc. 0.00% No change 11 $1K
Barnes Dennig Private Wealth Management LLC 0.00% No change 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% No change 10 $1K
Entrust Financial LLC 0.00% No change 9 $1K
Arlington Trust Co LLC 0.00% No change 9 $1K
LRI Investments, LLC 0.00% New 9 $1K
MidFirst Bank 0.00% No change 9 $1K
Coston, McIsaac & Partners 0.00% Reduce -12.5% 14 $1K
Inspire Investing, LLC 0.00% No change 7 $812
Eukles Asset Management 0.00% No change 6 $675
Financial Management Professionals, Inc. 0.00% New 6 $675
Whipplewood Advisors, LLC 0.00% Reduce -83.3% 5 $563
Spectrum Wealth Advisory Group, LLC 0.00% New 5 $563
Financial Gravity Companies, Inc. 0.00% — 5 $563
TFC Financial Management, Inc. 0.00% New 5 $563
Asset Dedication, LLC 0.00% New 5 $563
Dunhill Financial, LLC 0.00% No change 4 $544
DecisionPoint Financial, LLC 0.00% New 4 $460
Evolution Wealth Management Inc. 0.00% New 4 $450
Rexford Capital Inc. 0.00% New 4 $450
Hughes Financial Services, LLC 0.00% Add +50.0% 3 $338
Bfsg, LLC 0.00% No change 3 $314
Cornerstone Planning Group LLC 0.00% No change 2 $236
Salomon & Ludwin, LLC 0.00% Reduce -90.0% 2 $230
International Assets Investment Management, LLC 0.00% Reduce -98.1% 2 $230
Financial Perspectives, Inc 0.00% No change 2 $225
American Capital Advisory, LLC 0.00% New 2 $225
Valley National Advisers Inc. 0.00% New 2 $225
Old Second National Bank of Aurora 0.00% New 2 $225
Oakworth Capital, Inc. 0.00% Reduce -98.2% 2 $225
Golden State Wealth Management, LLC 0.00% No change 2 $225
Winch Advisory Services, LLC 0.00% No change 1 $129
Principia Wealth Advisory, LLC 0.00% No change 1 $113
Planning Strategies Inc. 0.00% — 1 $113
Chilton Capital Management LLC 0.00% New 1 $113
Mascoma Wealth Management LLC 0.00% Reduce -93.8% 1 $113
Maryland Capital Advisors Inc. 0.00% — 1 $113
Rakuten Securities, Inc. 0.00% No change 1 $113
Avion Wealth 0.00% New 3 $0
Navigoe, LLC 0.00% New 7 $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.