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 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

MacArthur, Thomas · $15.0K–$50.0K

SELL · 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
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-12-29Susie Lee D–NV-3SELL JT (jointly owned)Traded 11-30 +29d$1K–$15K
2020-07-10Susie Lee D–NV-3SELL JT (jointly owned)Traded 06-05 +35d$1K–$15K
2020-06-15Susie Lee D–NV-3BUY JT (jointly owned)Traded 04-07 LATE·69d$1K–$15K
2019-08-05Thomas R. Carper D–DESELL SP (spouse-owned)Traded 07-16 +20d$1K–$15K
2019-01-11MacArthur, Thomas —SELL JT (jointly owned)Traded 2018-12-07 +35d$15K–$50K
Each 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 2026-10-01

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 2026-07-03 → 2026-10-01 · 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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · 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
#FilerValueSecuritiesFlagsSrc
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— value not disclosed1
291VANGUARD GROUP INC— value not disclosed1
292HARBOUR INVESTMENTS, INC.— value not disclosed1
293JOHNSON INVESTMENT COUNSEL INC— value not disclosed1
294COMERICA BANK— value not disclosed1
295RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
296ING GROEP NV— value not disclosed1
297CIBC WORLD MARKETS CORP— value not disclosed1
298CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
299CIBC Private Wealth Group LLC— value not disclosed1
300SCS Capital Management LLC— value not disclosed1
301Weiss Asset Management LP— value not disclosed1
302NORGES BANK— value not disclosed1
303Walleye Trading LLC— value not disclosed1
304Barnett & Company, Inc.— value not disclosed1
305Alyeska Investment Group, L.P.— value not disclosed1
306Verition Fund Management LLC— value not disclosed1
307HRT FINANCIAL LP— value not disclosed1
308TWO SIGMA ADVISERS, LP— value not disclosed1
309Clearline Capital LP— value not disclosed1
310ARMISTICE CAPITAL, LLC— value not disclosed1
311Maven Securities LTD— value not disclosed1
312Versor Investments LP— value not disclosed1
313Quadrature Capital Ltd— value not disclosed1
314McIlrath & Eck, LLC— value not disclosed1
315Caption Management, LLC— value not disclosed1
316Garner Asset Management Corp— value not disclosed1
317DV Trading LLC— value not disclosed1
318Global Retirement Partners, LLC— value not disclosed1
319Geneos Wealth Management Inc.— value not disclosed1
320Y-Intercept (Hong Kong) Ltd— value not disclosed1
321Kestra Advisory Services, LLC— value not disclosed1
322Optiver Holding B.V.— value not disclosed1
323AlphaQuest LLC— value not disclosed1
324SageView Advisory Group, LLC— value not disclosed1
325AXQ CAPITAL, LP— value not disclosed1
326Dunhill Financial, LLC— value not disclosed1
327Stephens Consulting, LLC— value not disclosed1
328Envestnet Portfolio Solutions, Inc.— value not disclosed1
329Fieldview Capital Management, LLC— value not disclosed1
330BRIAN LOW FINANCIAL GROUP, LLC— value not disclosed1
331Nvest Wealth Strategies, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 289 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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