Public record / Tickers / SMG

SMG — SCOTTS MIRACLE-GRO CO

Both disclosure regimes on one name: who in Congress filed about SMG, 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
9
all PTR rows naming SMG
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
12-29
filed 2022-12-29
13F holders
331
top-331 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

MacArthur, Thomas · $15.0K–$50.0K

Sale · traded 2018-12-07 → filed 2019-01-11. Ranked over every SMG row by the provable lower bound, never a point estimate.

No member disclosed SMG in the trailing 12 months

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

1 row 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

No dated SMG rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SMG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SMG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-12-29Susie Lee D–NV-3Sale · JT (jointly owned)Traded 11-30 +29d$1K–$15K
2020-07-10Susie Lee D–NV-3Sale · JT (jointly owned)Traded 06-05 +35d$1K–$15K
2020-06-15Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 04-07 LATE·69d$1K–$15K
2019-08-05Thomas R. Carper D–DESale · SP (spouse-owned)Traded 07-16 +20d$1K–$15K
2019-01-11MacArthur, Thomas Sale · JT (jointly owned)Traded 2018-12-07 +35d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in SMG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed SMG in the trailing 12 months.

Congress ↔ notable managers · SMG

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

Congress · last 90 days

Buyers
0
Sellers
0

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

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $3.8M held
Trimming
1 Gotham Asset Management $3.1M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SCOTTS MIRACLE-GRO CO

Merged timeline of congressional filings and notable-manager moves on SMG
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+4,781 sh
2026-05-15Gotham Asset Management 13Ftrim−34,884 sh

2 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

Top institutional holders of SMG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$270M1
2EARNEST PARTNERS LLC$207M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$152M1
4FMR LLC$130M1
5VANGUARD CAPITAL MANAGEMENT LLC$119M1
6STATE STREET CORP$92.4M1
7ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$78.4M1
8NORTHERN TRUST CORP$67.0M1
9DEPRINCE RACE & ZOLLO INC$66.1M1
10ARIEL INVESTMENTS, LLC$58.5M1
11DIMENSIONAL FUND ADVISORS LP$54.5M1
12Epoch Investment Partners, Inc.$50.1M1
13GEODE CAPITAL MANAGEMENT, LLC$49.9M1
14BRANDES INVESTMENT PARTNERS, LP$49.2M1
15Interval Partners, LP$46.1M1
16JACOBS LEVY EQUITY MANAGEMENT, INC$41.3M1
17BANK OF AMERICA CORP /DE/$40.0M1
18MORGAN STANLEY$36.3M1
19Bank of New York Mellon Corp$33.1M1
20TWO SIGMA INVESTMENTS, LP$32.5M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$32.4M1
22SG Capital Management LLC$29.7M1
23UBS Group AG$28.1M1
24Harvey Partners, LLC$26.6M1
25MILLENNIUM MANAGEMENT LLC$24.3M1
26ENVESTNET ASSET MANAGEMENT INC$24.0M1
27Qube Research & Technologies Ltd$22.9M1
28Aristotle Capital Boston, LLC$22.8M1
29Schonfeld Strategic Advisors LLC$22.0M1
30Squarepoint Ops LLC$21.1M1
31AQR CAPITAL MANAGEMENT LLC$19.4M1
32Invesco Ltd.$18.7M1
33WELLS FARGO & COMPANY/MN$17.6M1
34VANGUARD FIDUCIARY TRUST CO$16.9M1
35SEI INVESTMENTS CO$15.9M1
36CRAWFORD INVESTMENT COUNSEL INC$15.8M1
37JANE STREET GROUP, LLC$13.3M1
38Quantinno Capital Management LP$13.3M1
39Nuveen, LLC$13.2M1
40NORDEA INVESTMENT MANAGEMENT AB$12.8M1
41LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$12.3M1
42Atom Investors LP$10.5M1
43MARKEL GROUP INC.$10.2M1
44FIRST TRUST ADVISORS LP$9.3M1
45RAYMOND JAMES FINANCIAL INC$8.4M1
46Ceredex Value Advisors LLC$7.9M1
47BLAIR WILLIAM & CO/IL$7.8M1
48Compass Wealth Management LLC$7.4M1
49CITIGROUP INC$7.2M1
50UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7.1M1
51Point72 Asset Management, L.P.$7.0M1
52PRINCIPAL FINANCIAL GROUP INC$6.7M1
53STIFEL FINANCIAL CORP$5.6M1
54Swiss National Bank$5.6M1
55TD ASSET MANAGEMENT INC$5.5M1
56WINTON GROUP Ltd$5.3M1
57HSBC HOLDINGS PLC$4.9M1
58BALYASNY ASSET MANAGEMENT L.P.$4.7M1
59STATE OF WISCONSIN INVESTMENT BOARD$4.3M1
60Oak Thistle LLC$4.1M1
61ROYAL BANK OF CANADA$4.1M1
62Darwins River Capital, LP$4.0M1
63Bridgewater Associates, LP$3.8M1
64Legal & General Group Plc$3.8M1
65OPPENHEIMER ASSET MANAGEMENT INC.$3.6M1
66Elo Mutual Pension Insurance Co$3.4M1
67Retirement Systems of Alabama$3.3M1
68LPL Financial LLC$3.3M1
69FIFTH THIRD BANCORP$3.2M1
70Gotham Asset Management, LLC$3.1M1
71Intrinsic Edge Capital Management LLC$3.0M1
72INVESTMENT HOUSE LLC$3.0M1
73Quinn Opportunity Partners LLC$3.0M1
74Advisors Asset Management, Inc.$3.0M1
75ICON ADVISERS INC/CO$2.9M1
76AMERICAN CENTURY COMPANIES INC$2.8M1
77ALLIANCEBERNSTEIN L.P.$2.8M1
78NFJ INVESTMENT GROUP, LLC$2.8M1
79BANK OF MONTREAL /CAN/$2.7M1
80Tidal Investments LLC$2.6M1
81MML INVESTORS SERVICES, LLC$2.6M1
82VANGUARD ASSET MANAGEMENT, Ltd$2.6M1
83Eurizon Capital SGR S.p.A.$2.5M1
84ALERUS FINANCIAL NA$2.5M1
85BOYAR ASSET MANAGEMENT INC.$2.4M1
86Mitsubishi UFJ Trust & Banking Corp$2.4M1
87REGIONS FINANCIAL CORP$2.4M1
88ExodusPoint Capital Management, LP$2.4M1
89Bleakley Financial Group, LLC$2.3M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.3M1
91US BANCORP \DE\$2.3M1
92CITADEL ADVISORS LLC$2.1M1
93Scott & Selber, Inc.$2.1M1
94XTX Topco Ltd$2.1M1
95WELLINGTON MANAGEMENT GROUP LLP$2.0M1
96Polar Asset Management Partners Inc.$2.0M1
97State of New Jersey Common Pension Fund D$2.0M1
98INTECH INVESTMENT MANAGEMENT LLC$1.9M1
99MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.9M1
100Independent Family Office, LLC$1.8M1
101Man Group plc$1.7M1
102PARTHENON LLC$1.7M1
103Venture Visionary Partners LLC$1.7M1
104TEACHER RETIREMENT SYSTEM OF TEXAS$1.6M1
105Truvestments Capital LLC$1.6M1
106Lido Advisors, LLC$1.5M1
107Cetera Investment Advisers$1.5M1
108Econ Financial Services Corp$1.5M1
109MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.5M1
110MONARCH CAPITAL MANAGEMENT INC$1.5M1
111OCCUDO QUANTITATIVE STRATEGIES LP$1.4M1
112PDT Partners, LLC$1.4M1
113Investors Research Corp$1.4M1
114MetLife Investment Management, LLC$1.3M1
115Orion Porfolio Solutions, LLC$1.3M1
116COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
117SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M1
118Janus Henderson Group Ltd.$1.2M1
119Mork Capital Management, LLC$1.2M1
120Corient Private Wealth LLC$1.1M1
121Vanguard Global Advisers, LLC$1.1M1
122Freestone Grove Partners LP$1.1M1
123Engineers Gate Manager LP$1.1M1
124TWINBEECH CAPITAL LP$1.1M1
125Pavion Blue Capital, LLC$1.1M1
126Atria Investments, Inc$1.1M1
127MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.0M1
128Summit Trail Advisors, LLC$1.0M1
129FRANKLIN RESOURCES INC$1.0M1
130Bridgefront Capital, LLC$949K1
131STANSBERRY ASSET MANAGEMENT, LLC$904K1
132INTEGRITY ALLIANCE, LLC.$869K1
133Aquatic Capital Management LLC$857K1
134Creative Planning$833K1
135Arizona State Retirement System$776K1
136MITCHELL & PAHL PRIVATE WEALTH, LLC$767K1
137IEQ CAPITAL, LLC$755K1
138Zurcher Kantonalbank (Zurich Cantonalbank)$727K1
139HighTower Advisors, LLC$704K1
140Vanguard Investments Australia, Ltd.$696K1
141BOOTHBAY FUND MANAGEMENT, LLC$694K1
142COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$681K1
143&PARTNERS$669K1
144COMMERCE BANK$666K1
145STATE OF MICHIGAN RETIREMENT SYSTEM$657K1
146Sanctuary Advisors, LLC$646K1
147NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$609K1
148Clearstead Advisors, LLC$596K1
149Walleye Capital LLC$580K1
150Penn Capital Management Company, LLC$578K1
151OSAIC HOLDINGS, INC.$564K1
152OREGON PUBLIC EMPLOYEES RETIREMENT FUND$555K1
153BURNEY CO/$549K1
154TRUIST FINANCIAL CORP$536K1
155QUADRANT CAPITAL GROUP LLC$530K1
156Empowered Funds, LLC$520K1
157UNITED CAPITAL FINANCIAL ADVISORS, LLC$512K1
158NATIONAL BANK OF CANADA /FI/$511K1
159Vontobel Holding Ltd.$500K1
160PARK CIRCLE Co$476K1
161Pictet Asset Management Holding SA$462K1
162PINNACLE ASSOCIATES LTD$460K1
163First Pacific Advisors, LP$447K1
164Cerity Partners LLC$426K1
165HUB Investment Partners, LLC$417K1
166TD Waterhouse Canada Inc.$416K1
167DAVENPORT & Co LLC$412K1
168Vanguard Personalized Indexing Management, LLC$398K1
169Caprock Group, LLC$379K1
170Metis Global Partners, LLC$378K1
171WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$375K1
172CWM, LLC$372K1
173Pathstone Holdings, LLC$371K1
174Moors & Cabot, Inc.$365K1
175Rehmann Capital Advisory Group$361K1
176NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$356K1
177CV Advisors LLC$353K1
178New Age Alpha Advisors, LLC$349K1
179Brooklyn Investment Group$348K1
180Total Wealth Planning & Management, Inc.$347K1
181AGP FRANKLIN, LLC$346K1
182Perigon Wealth Management, LLC$336K1
183O'SHAUGHNESSY ASSET MANAGEMENT, LLC$329K1
184XPONANCE LLC$324K1
185Baader Bank Aktiengesellschaft$312K1
186Kingsview Wealth Management, LLC$309K1
187Daiwa Securities Group Inc.$309K1
188DEUTSCHE BANK AG\$309K1
189Federation des caisses Desjardins du Quebec$305K1
190MIRABELLA FINANCIAL SERVICES LLP$299K1
191DIVERSIFY WEALTH MANAGEMENT, LLC$298K1
192Brevan Howard Capital Management LP$289K1
193State of Wyoming$287K1
1941832 Asset Management L.P.$283K1
195RMR Wealth Builders$280K1
196MERCER GLOBAL ADVISORS INC /ADV$260K1
197Krilogy Financial LLC$259K1
198Sowell Financial Services LLC$254K1
199Whetstone Capital Advisors, LLC$247K1
200Financiere des Professionnels - Fonds d'investissement inc.$245K1
201MidFirst Bank$243K1
202M&T BANK CORP$226K1
203PFG Investments, LLC$225K1
204GUGGENHEIM CAPITAL LLC$224K1
205FEDERATED HERMES, INC.$216K1
206SECURIAN ASSET MANAGEMENT, INC$200K1
207Arax Advisory Partners$168K1
208Quarry LP$147K1
209Abound Wealth Management$146K1
210Tower Research Capital LLC (TRC)$143K1
211INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$136K1
212DELTA ASSET MANAGEMENT LLC/TN$135K1
213Ensign Peak Advisors, Inc$121K1
214Friedenthal Financial$96.4K1
215BEACON INVESTMENT ADVISORY SERVICES, INC.$89.3K1
216MAI Capital Management$89.1K1
217Rockefeller Capital Management L.P.$87.9K1
218CENTRAL TRUST Co$85.7K1
219Aster Capital Management (DIFC) Ltd$72.9K1
220Mowery & Schoenfeld Wealth Management, LLC$63.9K1
221Steward Partners Investment Advisory, LLC$55.1K1
222Hilltop National Bank$54.9K1
223Central Pacific Bank - Trust Division$54.7K1
224Intentional Wealth Strategies, LLC$52.8K1
225JFS WEALTH ADVISORS, LLC$44.5K1
226UMB Bank, n.a.$43.2K1
227BNP Paribas Asset Management Holding S.A.$42.3K1
228Frazier Financial Advisors, LLC$41.8K1
229NOMURA ASSET MANAGEMENT CO LTD$35.9K1
230Spire Wealth Management$32.9K1
231Key Capital Management, INC$32.5K1
232Cassaday & Co Wealth Management LLC$25.5K1
233GROUP ONE TRADING LLC$24.1K1
234MONTAG A & ASSOCIATES INC$22.8K1
235SIGNATUREFD, LLC$21.6K1
236Triumph Capital Management$18.2K1
237Costello Asset Management, INC$18.2K1
238Leonteq Securities AG$13.4K1
239Allworth Financial LP$12.5K1
240Smartleaf Asset Management LLC$12.3K1
241HHM Wealth Advisors, LLC$10.9K1
242Larson Financial Group LLC$10.2K1
243ELEVATION WEALTH PARTNERS, LLC$9.2K1
244Parkside Financial Bank & Trust$8.0K1
245BAYBAN$7.8K1
246Bernard Wealth Management Corp.$6.1K1
247Clearstead Trust, LLC$6.0K1
248Keating Financial Advisory Services, Inc.$5.0K1
249Destiny Wealth Partners, LLC$4.8K1
250TD Capital Management LLC$4.1K1
251Pinnacle Wealth Planning Services, Inc.$4.1K1
252Signature Equity Partners, LLC$4.0K1
253Pflug Koory, LLC$4.0K1
254Stone House Investment Management, LLC$3.2K1
255True Wealth Design, LLC$3.2K1
256NEW YORK STATE TEACHERS RETIREMENT SYSTEM$3.0K1
257CVA Family Office, LLC$2.9K1
258CHASE INVESTMENT COUNSEL CORP$2.7K1
259CANADA LIFE ASSURANCE Co$2.5K1
260SHP Wealth Management$2.3K1
261FARMERS & MERCHANTS INVESTMENTS INC$2.2K1
262Bell Investment Advisors, Inc$1.7K1
263Westfuller Advisors, LLC$1.6K1
264Key FInancial Inc$1.5K1
265Sachetta, LLC$1.5K1
266Virtu Financial LLC$1.2K1
267Treasurer of the State of North Carolina$1.1K1
268Godfrey Financial Associates, Inc.$9731
269NATIXIS ADVISORS, LLC$9371
270ASSETMARK, INC$9301
271SWAN Capital LLC$8511
272THRIVENT FINANCIAL FOR LUTHERANS$7441
273PARK AVENUE SECURITIES LLC$6231
274DecisionPoint Financial, LLC$6091
275MV CAPITAL MANAGEMENT, INC.$4871
276Prestige Wealth Management Group LLC$4871
277Private Wealth Management Group, LLC$4871
278Blue Trust, Inc.$4861
279Cromwell Holdings LLC$4861
280State of Alaska, Department of Revenue$4341
281DiNuzzo Private Wealth, Inc.$4261
282SJS Investment Consulting Inc.$3651
283Rialto Wealth Management, LLC$2441
284Vermillion Wealth Management, Inc.$1821
285Investment Research & Advisory Group, Inc.$1821
286HFM Investment Advisors, LLC$1821
287Annis Gardner Whiting Capital Advisors, LLC$1221
288KBC Group NV$821
289Capital Advisors, Ltd. LLC$41
290BANK OF NOVA SCOTIA$01
291VANGUARD GROUP INC$01
292HARBOUR INVESTMENTS, INC.$01
293JOHNSON INVESTMENT COUNSEL INC$01
294COMERICA BANK$01
295RENAISSANCE TECHNOLOGIES LLC$01
296ING GROEP NV$01
297CIBC WORLD MARKETS CORP$01
298CANADA PENSION PLAN INVESTMENT BOARD$01
299CIBC Private Wealth Group LLC$01
300SCS Capital Management LLC$01
301Weiss Asset Management LP$01
302NORGES BANK$01
303Walleye Trading LLC$01
304Barnett & Company, Inc.$01
305Alyeska Investment Group, L.P.$01
306Verition Fund Management LLC$01
307HRT FINANCIAL LP$01
308TWO SIGMA ADVISERS, LP$01
309Clearline Capital LP$01
310ARMISTICE CAPITAL, LLC$01
311Maven Securities LTD$01
312Versor Investments LP$01
313Quadrature Capital Ltd$01
314McIlrath & Eck, LLC$01
315Caption Management, LLC$01
316Garner Asset Management Corp$01
317DV Trading LLC$01
318Global Retirement Partners, LLC$01
319Geneos Wealth Management Inc.$01
320Y-Intercept (Hong Kong) Ltd$01
321Kestra Advisory Services, LLC$01
322Optiver Holding B.V.$01
323AlphaQuest LLC$01
324SageView Advisory Group, LLC$01
325AXQ CAPITAL, LP$01
326Dunhill Financial, LLC$01
327Stephens Consulting, LLC$01
328Envestnet Portfolio Solutions, Inc.$01
329Fieldview Capital Management, LLC$01
330BRIAN LOW FINANCIAL GROUP, LLC$01
331Nvest Wealth Strategies, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 331 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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 SMG

RETAINED WINDOW · ACTIVE HITS

Zero hits on SMG in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SMG · financials and macro

Financials — as filed PLANNED

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