Public record / Tickers / SJM

SJM — J M SMUCKER Co

Both disclosure regimes on one name: who in Congress filed about SJM, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
42
all PTR rows naming SJM
Members · 12m
2
2 buys · 2 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Paul Mitchell · $100K–$250K

Sale · traded 2018-12-12 → filed 2018-12-12. Ranked over every SJM row by the provable lower bound, never a point estimate.

2 members · 2 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

10 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

10 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 10 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SJM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SJM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 42 ↗

Members active in SJM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SJM in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · SJM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $9.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SMUCKER J M CO

Merged timeline of congressional filings and notable-manager moves on SJM
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+122,479 sh
2026-05-15Bridgewater Associates 13Ftrim−130,831 sh
2026-05-14Caxton Associates 13Fnew+2,811 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of SJM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1VANGUARD CAPITAL MANAGEMENT LLC$651M1
2BlackRock, Inc.$649M1
3STATE STREET CORP$626M1
4UBS Group AG$578M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$470M1
6DIMENSIONAL FUND ADVISORS LP$378M1
7Invesco Ltd.$224M1
8FMR LLC$212M1
9HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$211M1
10MORGAN STANLEY$209M1
11Point72 Asset Management, L.P.$191M1
12CITADEL ADVISORS LLC$187M1
13ARIEL INVESTMENTS, LLC$179M1
14TWO SIGMA INVESTMENTS, LP$159M1
15ProShare Advisors LLC$158M1
16CAPITOLIS LIQUID GLOBAL MARKETS LLC$119M1
17BALYASNY ASSET MANAGEMENT L.P.$112M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$105M1
19DEUTSCHE BANK AG\$101M1
20NORTHERN TRUST CORP$86.5M1
21Qube Research & Technologies Ltd$74.6M1
22BANK OF AMERICA CORP /DE/$74.0M1
23AQR CAPITAL MANAGEMENT LLC$71.5M1
24FIRST TRUST ADVISORS LP$63.4M1
25VANGUARD FIDUCIARY TRUST CO$57.5M1
26WELLS FARGO & COMPANY/MN$53.1M1
27NewEdge Advisors, LLC$51.9M1
28Verition Fund Management LLC$51.6M1
29JANE STREET GROUP, LLC$49.1M1
30Vest Financial, LLC$48.9M1
31Amundi$48.7M1
32Advisors Capital Management, LLC$41.9M1
33D. E. Shaw & Co., Inc.$40.2M1
34BANK OF NOVA SCOTIA$39.0M1
35NOMURA ASSET MANAGEMENT CO LTD$36.3M1
36CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$36.0M1
37PRUDENTIAL FINANCIAL INC$34.8M1
38RAYMOND JAMES FINANCIAL INC$34.0M1
39UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$31.4M1
40MAI Capital Management$29.9M1
41Freestone Grove Partners LP$28.1M1
42MILLENNIUM MANAGEMENT LLC$28.1M1
43Nuveen, LLC$25.6M1
44Vanguard Global Advisers, LLC$23.7M1
45STIFEL FINANCIAL CORP$20.6M1
46Swiss National Bank$20.4M1
47CWM, LLC$19.4M1
48Legal & General Group Plc$19.0M1
49BANK OF MONTREAL /CAN/$18.0M1
50Robeco Institutional Asset Management B.V.$17.4M1
51CITIGROUP INC$17.3M1
52LAZARD ASSET MANAGEMENT LLC$17.0M1
53Schonfeld Strategic Advisors LLC$16.8M1
54Mitsubishi UFJ Asset Management Co., Ltd.$16.7M1
55Engineers Gate Manager LP$16.4M1
56ROYAL BANK OF CANADA$16.3M1
57Night Squared LP$16.2M1
58ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$16.0M1
59KEYBANK NATIONAL ASSOCIATION/OH$15.8M1
60CANADA PENSION PLAN INVESTMENT BOARD$15.4M1
61Connor, Clark & Lunn Investment Management Ltd.$14.7M1
62Gotham Asset Management, LLC$14.6M1
63CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$14.5M1
64FIL Ltd$14.5M1
65Assenagon Asset Management S.A.$13.6M1
66Gradient Investments LLC$12.6M1
67PICTON MAHONEY ASSET MANAGEMENT$12.2M1
68HSBC HOLDINGS PLC$11.8M1
69SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.8M1
70Man Group plc$11.6M1
71PRINCIPAL FINANCIAL GROUP INC$11.5M1
72LPL Financial LLC$10.5M1
73Meiji Yasuda Asset Management Co Ltd.$10.1M1
74WORLDQUANT MILLENNIUM ADVISORS LLC$10.0M1
75Bridgewater Associates, LP$9.8M1
76STATE OF WISCONSIN INVESTMENT BOARD$9.8M1
77ALLIANCEBERNSTEIN L.P.$9.7M1
78ENVESTNET ASSET MANAGEMENT INC$9.5M1
79SEI INVESTMENTS CO$9.4M1
80VANGUARD ASSET MANAGEMENT, Ltd$9.3M1
81ADAGE CAPITAL PARTNERS GP, L.L.C.$9.2M1
82COMMONWEALTH EQUITY SERVICES, LLC$9.1M1
83Cerity Partners LLC$9.1M1
84Cyndeo Wealth Partners, LLC$8.7M1
85LBP AM SA$8.4M1
86Squarepoint Ops LLC$8.3M1
87Dana Investment Advisors, Inc.$8.2M1
88MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.0M1
89Zurcher Kantonalbank (Zurich Cantonalbank)$7.5M1
90STOREBRAND ASSET MANAGEMENT AS$7.4M1
91BLAIR WILLIAM & CO/IL$7.3M1
92Swedbank AB$7.3M1
93TWINBEECH CAPITAL LP$7.1M1
94DAYMARK WEALTH PARTNERS, LLC$7.0M1
95Sage Capital Advisors,llc$6.8M1
96Quantinno Capital Management LP$6.6M1
97Clark & Stuart, Inc$6.6M1
98Brevan Howard Capital Management LP$6.4M1
99Universal- Beteiligungs- und Servicegesellschaft mbH$6.0M1
100HighTower Advisors, LLC$5.9M1
101CASTLEARK MANAGEMENT LLC$5.7M1
102Vontobel Holding Ltd.$5.6M1
103XTX Topco Ltd$5.6M1
104STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.5M1
105VOLORIDGE INVESTMENT MANAGEMENT, LLC$5.4M1
106Edgestream Partners, L.P.$5.4M1
107AE Wealth Management LLC$5.2M1
108Chevy Chase Trust Holdings, LLC$5.2M1
109Ethic Inc.$5.0M1
110ING GROEP NV$4.9M1
111Cetera Investment Advisers$4.9M1
112Counterpoint Mutual Funds LLC$4.8M1
113FRANKLIN RESOURCES INC$4.6M1
114Allworth Financial LP$4.6M1
115FIFTH THIRD BANCORP$4.6M1
116M&T BANK CORP$4.6M1
117Janus Henderson Group Ltd.$4.5M1
118Tidal Investments LLC$4.2M1
119Corient Private Wealth LLC$4.1M1
120WELLINGTON MANAGEMENT GROUP LLP$4.1M1
121Y-Intercept (Hong Kong) Ltd$4.1M1
122Dakota Wealth Management$4.0M1
123NATIONAL BANK OF CANADA /FI/$4.0M1
124AMG National Trust Bank$3.8M1
125Tredje AP-fonden$3.6M1
126GHP Investment Advisors, Inc.$3.6M1
127State of New Jersey Common Pension Fund D$3.5M1
128XPONANCE LLC$3.5M1
129Creative Planning$3.5M1
130MCDONALD PARTNERS LLC$3.4M1
131Mirae Asset Global Investments Co., Ltd.$3.3M1
132CIBC Bancorp USA Inc.$3.2M1
133AIGEN INVESTMENT MANAGEMENT, LP$3.2M1
134TORONTO DOMINION BANK$3.1M1
135Kinloch Capital, LLC$3.1M1
136KESTRA PRIVATE WEALTH SERVICES, LLC$3.0M1
137PARTHENON LLC$3.0M1
138INTACT INVESTMENT MANAGEMENT INC.$3.0M1
139Kestra Advisory Services, LLC$3.0M1
140US BANCORP \DE\$3.0M1
141PUBLIC SECTOR PENSION INVESTMENT BOARD$2.9M1
142MAVERICK CAPITAL LTD$2.9M1
143ALERUS FINANCIAL NA$2.9M1
144Advisors Asset Management, Inc.$2.9M1
145Arizona State Retirement System$2.8M1
146Czech National Bank$2.8M1
147PITTENGER & ANDERSON INC$2.7M1
148Machina Capital S.A.S.$2.7M1
149Silver Lake Advisory, LLC$2.7M1
150Oak Thistle LLC$2.7M1
151AXQ CAPITAL, LP$2.6M1
152Vanguard Investments Australia, Ltd.$2.6M1
153FOX RUN MANAGEMENT, L.L.C.$2.6M1
154NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.6M1
155BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.6M1
156Numerai GP LLC$2.6M1
157Allianz Asset Management GmbH$2.6M1
158Philip James Wealth Mangement, LLC$2.6M1
159Mariner, LLC$2.5M1
160apricus wealth, LLC$2.5M1
161Atom Investors LP$2.5M1
162Resona Asset Management Co.,Ltd.$2.4M1
163COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.4M1
164Summit Trail Advisors, LLC$2.4M1
165Trexquant Investment LP$2.3M1
166CIBC Asset Management Inc$2.3M1
167TOTH FINANCIAL ADVISORY CORP$2.3M1
168BNP Paribas Asset Management Holding S.A.$2.3M1
169Hudson Bay Capital Management LP$2.2M1
170Retirement Systems of Alabama$2.2M1
171Rodgers Brothers Inc.$2.2M1
172Poehling Capital Management, INC.$2.2M1
173Aquatic Capital Management LLC$2.2M1
174Pictet Asset Management Holding SA$2.1M1
175Dynamic Technology Lab Private Ltd$2.1M1
176ASR Vermogensbeheer N.V.$2.0M1
177Magnetar Financial LLC$2.0M1
178CLARK ESTATES INC/NY$2.0M1
179VOYA INVESTMENT MANAGEMENT LLC$2.0M1
180GUGGENHEIM CAPITAL LLC$2.0M1
181TRUIST FINANCIAL CORP$2.0M1
182Delta Global Management LP$2.0M1
183HM PAYSON & CO$1.9M1
184Baird Financial Group, Inc.$1.9M1
185TD ASSET MANAGEMENT INC$1.8M1
186HBW ADVISORY SERVICES LLC$1.8M1
187OCCUDO QUANTITATIVE STRATEGIES LP$1.7M1
188OSAIC HOLDINGS, INC.$1.7M1
189Utah Retirement Systems$1.6M1
190Woodline Partners LP$1.6M1
191Townsend & Associates, Inc$1.6M1
192Daiwa Securities Group Inc.$1.6M1
193Arax Advisory Partners$1.6M1
194Steward Partners Investment Advisory, LLC$1.5M1
195Dorato Capital Management$1.5M1
196NOMURA HOLDINGS INC$1.5M1
197UniSuper Management Pty Ltd$1.5M1
198Focus Partners Wealth$1.5M1
199Te Ahumairangi Investment Management Ltd$1.5M1
200CIBC WORLD MARKET INC.$1.4M1
201Ashton Thomas Private Wealth, LLC$1.4M1
202NEOS Investment Management LLC$1.4M1
203FLPUTNAM INVESTMENT MANAGEMENT CO$1.4M1
204IMC-Chicago, LLC$1.4M1
205Inlet Private Wealth, LLC$1.4M1
206Concentric Capital Strategies, LP$1.3M1
207Weaver C. Barksdale & Associates, Inc.$1.3M1
208TEACHER RETIREMENT SYSTEM OF TEXAS$1.3M1
209Royal Fund Management, LLC$1.3M1
210NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.3M1
211LECAP ASSET MANAGEMENT LTD$1.3M1
212PANAGORA ASSET MANAGEMENT INC$1.2M1
213Nordwand Advisors, LLC$1.2M1
214WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
215VARCOV Co.$1.2M1
216TODD ASSET MANAGEMENT LLC$1.2M1
217OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
218BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.2M1
219Federation des caisses Desjardins du Quebec$1.1M1
220WINTON GROUP Ltd$1.1M1
221Private Advisor Group, LLC$1.1M1
222COMMERCE BANK$1.1M1
223MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.1M1
224JOHNSON INVESTMENT COUNSEL INC$1.1M1
225LMR Partners LLP$1.1M1
226Westhampton Capital, LLC$1.0M1
227HUSSMAN STRATEGIC ADVISORS, INC.$1.0M1
228Aberdeen Group plc$1.0M1
229Rakuten Investment Management, Inc.$1.0M1
230Beacon Financial Advisory LLC$986K1
231Probity Advisors, Inc.$970K1
232EDMP, INC.$957K1
233MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$955K1
234SCOTIA CAPITAL INC.$936K1
235Walleye Trading LLC$929K1
236CONTRAVISORY INVESTMENT MANAGEMENT, INC.$927K1
237Mattson Financial Services, LLC$921K1
238Aspire Private Capital, LLC$914K1
239DRW Securities, LLC$911K1
240Sequoia Financial Advisors, LLC$909K1
241MERCER GLOBAL ADVISORS INC /ADV$899K1
242Moors & Cabot, Inc.$880K1
243Aristotle Capital Management, LLC$865K1
244Empowered Funds, LLC$861K1
245&PARTNERS$858K1
246Alpha Omega Wealth Management LLC$842K1
247Composition Wealth, LLC$837K1
248NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$818K1
249Sanctuary Advisors, LLC$818K1
250DIVERSIFY WEALTH MANAGEMENT, LLC$809K1
251BOOTHBAY FUND MANAGEMENT, LLC$807K1
252Pathstone Holdings, LLC$807K1
253Eurizon Capital SGR S.p.A.$786K1
254D.B. Root & Company, LLC$780K1
255Diversify Advisory Services, LLC$778K1
256Bridgefront Capital, LLC$771K1
257Atria Investments, Inc$763K1
258Hardworking Capital Advisors, LLC$762K1
259Abundance Wealth Counselors$744K1
260S&T BANK/PA$743K1
261MGO ONE SEVEN LLC$723K1
262Weiss Asset Management LP$689K1
263Everhart Financial Group, Inc.$687K1
264Parallax Volatility Advisers, L.P.$683K1
265Swiss Life Asset Management Ltd$680K1
266Fieldview Capital Management, LLC$675K1
267D.A. DAVIDSON & CO.$657K1
268HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$646K1
269MFA WEALTH ADVISORS, LLC$639K1
270MIZUHO SECURITIES USA LLC$622K1
271Rafferty Asset Management, LLC$616K1
272ONTARIO TEACHERS PENSION PLAN BOARD$605K1
273Sivia Capital Partners, LLC$604K1
274FIDUCIARY FAMILY OFFICE, LLC$581K1
275Global X Japan Co., Ltd.$567K1
276Kingdom Financial Group LLC.$564K1
277Norinchukin Bank, The$562K1
278Vanguard Personalized Indexing Management, LLC$561K1
279Aegis Wealth Management, Inc.$556K1
280BROWN ADVISORY INC$551K1
281111 Capital$550K1
282Maryland State Retirement & Pension System$536K1
283Cornerstone Wealth Management, LLC$517K1
284ALLIANZ SE$511K1
285Asset Management One Co., Ltd.$510K1
286Northwest & Ethical Investments L.P.$509K1
287SCHRODER INVESTMENT MANAGEMENT GROUP$508K1
288MQS Management LLC$507K1
289BURNEY CO/$496K1
290NAPLES GLOBAL ADVISORS, LLC$486K1
291Allspring Global Investments Holdings, LLC$480K1
292Korea Investment CORP$478K1
293Investment Research Partners LLC$475K1
294AssuredPartners Investment Advisors, LLC$472K1
295BAILARD, INC.$470K1
296Sowell Financial Services LLC$467K1
297GREAT VALLEY ADVISOR GROUP, INC.$467K1
298Sigma Planning Corp$460K1
299Bayesian Capital Management, LP$453K1
300FLAGSHIP HARBOR ADVISORS, LLC$452K1
301Clearstead Advisors, LLC$449K1
302Independent Advisor Alliance$445K1
303GatePass Capital, LLC$445K1
304FOUNDATIONS INVESTMENT ADVISORS, LLC$442K1
305Kimelman & Baird, LLC$434K1
306GROUP ONE TRADING LLC$430K1
307Merit Financial Group, LLC$425K1
308ALKEME WEALTH, LLC$423K1
309MUFG Securities EMEA plc$422K1
310Wealthfront Advisers LLC$418K1
311iSAM Funds (UK) Ltd$417K1
312Brown Financial Advisors$417K1
313Crossmark Global Holdings, Inc.$416K1
314Wellington Grp LLC$414K1
315Polymer Capital Management (US) LLC$412K1
316MITCHELL SINKLER & STARR/PA$408K1
317MONEY CONCEPTS CAPITAL CORP$408K1
318Greenfield Seitz Capital Management, LLC$404K1
319Tower Research Capital LLC (TRC)$400K1
320BROOKS, MOORE & ASSOCIATES, INC.$399K1
321Waverly Advisors, LLC$398K1
322Venture Visionary Partners LLC$398K1
323ELEVATION POINT WEALTH PARTNERS, LLC$397K1
324MEYER HANDELMAN CO$396K1
325BENJAMIN EDWARDS INC$395K1
326STEPHENS INC /AR/$394K1
327Centiva Capital, LP$387K1
328OMERS ADMINISTRATION Corp$382K1
329FEDERATED HERMES, INC.$380K1
330Wilmington Savings Fund Society, FSB$378K1
331Modern Wealth Management, LLC$377K1
332First National Bank of Mount Dora, Trust Investment Services$372K1
333City Center Advisors, LLC$371K1
334Radnor Capital Management, LLC$366K1
335Stratos Wealth Partners, LTD.$361K1
336Empirical Finance, LLC$357K1
337MACKENZIE FINANCIAL CORP$357K1
338CAMBIENT FAMILY OFFICE, LLC$354K1
339MCCARTER PRIVATE WEALTH SERVICES LLC$351K1
340AlphaCore Capital LLC$347K1
341CastleKnight Management LP$347K1
342Brooklyn Investment Group$346K1
343Gallagher Fiduciary Advisors, LLC$345K1
344Sound View Wealth Advisors Group, LLC$345K1
345Revisor Wealth Management LLC$344K1
346Walser Wealth Management Company, A Ltd Liability Co$341K1
347Copley Financial Group, Inc.$340K1
348MACQUARIE GROUP LTD$340K1
349Walleye Capital LLC$337K1
350Capula Management Ltd$335K1
351NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$329K1
352Plan A Wealth LLC$329K1
353MML INVESTORS SERVICES, LLC$327K1
354BSW Wealth Partners$320K1
355Aviance Capital Partners, LLC$319K1
356HB Wealth Management, LLC$319K1
357DAVENPORT & Co LLC$319K1
358Sumitomo Mitsui DS Asset Management Company, Ltd$318K1
359Vestmark Advisory Solutions, Inc.$318K1
360Summit Financial, LLC$315K1
361Graham Capital Management, L.P.$305K1
362Savant Capital, LLC$303K1
363Mayflower Financial Advisors, LLC$302K1
364North Dakota State Investment Board$292K1
365Avalon Trust Co$289K1
366Investment Management Corp of Ontario$286K1
367Main Street Research LLC$276K1
368EXCHANGE TRADED CONCEPTS, LLC$274K1
369Traub Capital Management LLC$272K1
370Beacon Pointe Advisors, LLC$272K1
371Rockefeller Capital Management L.P.$272K1
372SECURIAN ASSET MANAGEMENT, INC$271K1
373CAXTON ASSOCIATES LLP$271K1
374Palisade Asset Management, LLC$270K1
375AMERICAN CENTURY COMPANIES INC$270K1
376Hennion & Walsh Asset Management, Inc.$266K1
377FSM Wealth Advisors, LLC$262K1
378NorthRock Partners, LLC$261K1
379CENTRAL TRUST Co$259K1
380UNITED CAPITAL FINANCIAL ADVISORS, LLC$258K1
381Sound Financial Strategies Group, LLC$258K1
382Raleigh Capital Management Inc.$255K1
383O'SHAUGHNESSY ASSET MANAGEMENT, LLC$252K1
384Richard W. Paul & Associates, LLC$250K1
385SUMMITRY LLC$248K1
386Columbia Asset Management$245K1
387Carlton Hofferkamp & Jenks Wealth Management, LLC$244K1
388KANAWHA CAPITAL MANAGEMENT LLC$241K1
389Triangle Securities Wealth Management$241K1
390Sovran Advisors, LLC$240K1
391DV Trading LLC$240K1
392CSS LLC/IL$237K1
393Chancellor Financial Group WB LP$234K1
394HUNTINGTON NATIONAL BANK$234K1
395PATTON FUND MANAGEMENT, INC.$232K1
396MOODY NATIONAL BANK TRUST DIVISION$228K1
397Verity & Verity, LLC$225K1
398Trueblood Wealth Management, LLC$224K1
399MARIETTA INVESTMENT PARTNERS LLC$224K1
400Bill Few Associates, Inc.$224K1
401Lido Advisors, LLC$223K1
402Vident Advisory, LLC$220K1
403WEDGEWOOD INVESTORS INC /PA/$218K1
404Rossmore Private Capital$217K1
405HENGEHOLD CAPITAL MANAGEMENT LLC$213K1
406Integris Wealth Management, LLC$212K1
407MIRABELLA FINANCIAL SERVICES LLP$211K1
408Mendel Money Management$210K1
409LETSON INVESTMENT MANAGEMENT, INC.$204K1
410Visionary Wealth Advisors$204K1
411Hilltop Holdings Inc.$200K1
412BROWN, LISLE/CUMMINGS, INC.$190K1
413Smartleaf Asset Management LLC$183K1
414TEMA ETFS LLC$183K1
415Geneos Wealth Management Inc.$169K1
416Munich Reinsurance Co Stock Corp in Munich$145K1
417Bayforest Capital Ltd$132K1
418Coastline Trust Co$121K1
419DELTA ASSET MANAGEMENT LLC/TN$113K1
420TD Waterhouse Canada Inc.$97.4K1
421MATHER GROUP, LLC.$94.7K1
422Leonteq Securities AG$94.4K1
423Quarry LP$94.3K1
424Cassaday & Co Wealth Management LLC$92.9K1
425Curat Global, LLC$92.6K1
426CALDWELL SUTTER CAPITAL, INC.$91.9K1
427Annis Gardner Whiting Capital Advisors, LLC$78.4K1
428Stone House Investment Management, LLC$74.1K1
429MCF Advisors LLC$69.4K1
430SALEM INVESTMENT COUNSELORS INC$63.7K1
431Elevated Capital Advisors, LLC$61.8K1
432Hamrick Investment Counsel, llc$60.8K1
433SIGNATUREFD, LLC$59.2K1
434QUADRANT CAPITAL GROUP LLC$57.8K1
435UMB Bank, n.a.$54.8K1
436Blue Trust, Inc.$54.2K1
437Caldwell Trust Co$50.6K1
438Parkside Financial Bank & Trust$47.3K1
439JNBA Financial Advisors$46.9K1
440Larson Financial Group LLC$46.3K1
441Financial Freedom, LLC$42.8K1
442Pinnacle Wealth Planning Services, Inc.$42.5K1
443Costello Asset Management, INC$41.8K1
444ASSETMARK, INC$40.9K1
445Bank of New Hampshire$36.2K1
446TOMPKINS FINANCIAL CORP$32.3K1
447EASTERN BANK$32.1K1
448Ritter Daniher Financial Advisory LLC / DE$29.4K1
449Key FInancial Inc$28.9K1
450Wealth Enhancement Trust Services, Inc.$27.5K1
451Investors Research Corp$27.2K1
452BARRETT & COMPANY, INC.$27.1K1
453N.E.W. Advisory Services LLC$26.3K1
454Kentucky Trust Co$24.1K1
455AMERIFLEX GROUP, INC.$21.8K1
456Frazier Financial Advisors, LLC$20.2K1
457STANCE CAPITAL LLC$19.8K1
458WPG Advisers, LLC$19.8K1
459DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$18.4K1
460Vermillion Wealth Management, Inc.$18.3K1
461Measured Wealth Private Client Group, LLC$17.3K1
462Darwin Wealth Management, LLC$16.7K1
463JFS WEALTH ADVISORS, LLC$14.7K1
464CVA Family Office, LLC$14.5K1
465Triumph Capital Management$14.2K1
466Owl Creek Wealth Partners LLC$13.9K1
467Grove Bank & Trust$13.0K1
468Moisand Fitzgerald Tamayo, LLC$12.8K1
469CHELSEA COUNSEL CO$12.5K1
470Private Wealth Management Group, LLC$11.8K1
471New England Capital Financial Advisors LLC$11.5K1
472TD Capital Management LLC$10.3K1
473INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$10.1K1
474FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.6K1
475Center for Financial Planning, Inc.$9.6K1
476Midwest Capital Advisors, LLC$9.6K1
477Miller Capital Partners, Inc.$9.6K1
478Sachetta, LLC$8.5K1
479HighMark Wealth Management LLC$7.8K1
480MV CAPITAL MANAGEMENT, INC.$7.7K1
481Quest 10 Wealth Builders, Inc.$7.4K1
482Meramec Financial Planners, LLC$6.6K1
483DT Investment Partners, LLC$5.9K1
484SJS Investment Consulting Inc.$5.3K1
485Signature Equity Partners, LLC$5.1K1
486Bell Investment Advisors, Inc$4.9K1
487Glass Jacobson Investment Advisors llc$4.8K1
488Manchester Capital Management LLC$4.6K1
489BELLEVUE ASSET MANAGEMENT, LLC$4.5K1
490Treasurer of the State of North Carolina$4.3K1
491CANADA LIFE ASSURANCE Co$4.1K1
492True Wealth Design, LLC$4.0K1
493Kilter Group LLC$3.7K1
494Addison Advisors LLC$3.6K1
495Spire Wealth Management$3.6K1
496DAGCO, INC.$3.2K1
497DekaBank Deutsche Girozentrale$3.2K1
498Clearstead Trust, LLC$3.0K1
499Atlantic Union Bankshares Corp$2.8K1
500Westfuller Advisors, LLC$2.2K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SJM

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SJM
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for SJM · financials and macro

Financials — as filed PLANNED

SJM's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SJM on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing