Titelia

Fund shareholders of SM Energy Co

ISIN US78454L1008 · United States · LEI 84BUTVXV5ODI6BXNMH43

Fund shareholders
395
Of which ETFs
104 291 other funds
Value held
≈ 3B $ 3B $ · 30K SEK
Share of capital
45.2 % of 237.9M shares on Jul 23, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 13,721,412358.1M $0.32 %5.77 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 7,604,889198.5M $0.01 %3.20 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 7,601,696233.4M $0.86 %3.20 %as of May 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 6,262,306163.4M $0.20 %2.63 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 5,500,094143.6M $0.08 %2.31 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 3,483,00890.9M $0.13 %1.46 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 2,666,22486.7M $0.25 %1.12 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 2,612,76568.2M $0.07 %1.10 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF SPDR SERIES TRUST 2,412,07563M $2.16 %1.01 %as of Jun 30, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 2,231,11068.5M $1.24 %0.94 %as of May 29, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 2,171,65256.7M $0.39 %0.91 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 2,087,62654.5M $0.32 %0.88 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,960,72451.2M $0.64 %0.82 %as of Jun 30, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 1,854,40360.3M $0.87 %0.78 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,816,46459.1M $0.30 %0.76 %as of Jul 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust 1,553,00040.5M $0.66 %0.65 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 1,333,06834.8M $1.21 %0.56 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,281,17539.3M $0.22 %0.54 %as of May 31, 2026 ↗
VANGUARD ENERGY INDEX FUND VANGUARD WORLD FUND 1,269,62039M $0.33 %0.53 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 1,250,79932.6M $0.28 %0.53 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,216,59239.6M $0.24 %0.51 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 1,188,08031M $0.64 %0.50 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 1,167,39735.9M $0.08 %0.49 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 1,086,39933.4M $0.15 %0.46 %as of May 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 994,33226M $0.02 %0.42 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 962,07931.3M $0.22 %0.40 %as of Jul 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 957,23731.1M $0.03 %0.40 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 791,75325.7M $0.31 %0.33 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 783,59524.1M $0.41 %0.33 %as of May 31, 2026 ↗
Aegis Value Fund Aegis Funds 757,22419.8M $1.75 %0.32 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 639,41820.8M $0.11 %0.27 %as of Jul 31, 2026 ↗
First Trust Natural Gas ETF First Trust Exchange-Traded Fund 615,39516.1M $2.72 %0.26 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 592,52319.3M $0.26 %0.25 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 510,12016.6M $0.11 %0.21 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 496,81915.3M $0.81 %0.21 %as of May 31, 2026 ↗
BlackRock Strategic Income Opportunities Portfolio BlackRock Funds V 468,84512.2M $0.03 %0.20 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 468,65614.4M $0.06 %0.20 %as of May 31, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 468,49415.2M $1.46 %0.20 %as of Jul 31, 2026 ↗
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 466,38615.2M $1.77 %0.20 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 449,80311.7M $0.20 %0.19 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 430,25713.2M $0.01 %0.18 %as of May 31, 2026 ↗
GMO Resources Fund GMO TRUST 417,70512.8M $0.98 %0.18 %as of May 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 383,49411.8M $0.22 %0.16 %as of May 29, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 366,50111.9M $0.13 %0.15 %as of Jul 31, 2026 ↗
Victory Pioneer Multi-Asset Income Fund Victory Portfolios IV 365,41111.9M $0.12 %0.15 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 362,07111.1M $0.64 %0.15 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 355,0679.3M $0.32 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 345,09910.6M $0.01 %0.15 %as of May 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 339,03011M $0.27 %0.14 %as of Jul 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 337,89210.4M $0.40 %0.14 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 322,5528.4M $0.39 %0.14 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 318,38310.4M $0.25 %0.13 %as of Jul 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 314,6288.2M $0.25 %0.13 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 296,9917.8M $0.01 %0.12 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II 287,8138.8M $7.45 %0.12 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 287,2249.3M $0.12 %0.12 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 284,2067.4M $0.13 %0.12 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 264,9376.9M $0.18 %0.11 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 261,5526.8M $0.52 %0.11 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 239,6157.4M $0.06 %0.10 %as of May 31, 2026 ↗
iShares U.S. Oil & Gas Exploration & Production ETF iShares Trust 221,1755.8M $1.12 %0.09 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 217,9227.1M $0.05 %0.09 %as of Jul 31, 2026 ↗
Fidelity MSCI Energy Index ETF FIDELITY COVINGTON TRUST 214,6427M $0.35 %0.09 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 208,5616.4M $0.05 %0.09 %as of May 31, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 205,7556.7M $0.07 %0.09 %as of Jul 31, 2026 ↗
Goehring & Rozencwajg Resources Fund GOEHRING & ROZENCWAJG INVESTMENT FUNDS 202,5296.2M $0.58 %0.09 %as of May 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 197,3216.4M $0.47 %0.08 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 196,7776M $0.47 %0.08 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 195,6846.4M $0.01 %0.08 %as of Jul 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 195,0936M $0.80 %0.08 %as of May 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 195,0525.1M $0.32 %0.08 %as of Jun 30, 2026 ↗
JNL/Mellon Energy Sector Fund JNL Series Trust 192,8195M $0.28 %0.08 %as of Jun 30, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 190,5135M $0.23 %0.08 %as of Jun 30, 2026 ↗
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 185,6064.8M $1.53 %0.08 %as of Jun 30, 2026 ↗
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 182,0195.6M $1.38 %0.08 %as of May 31, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 178,0314.6M $0.77 %0.07 %as of Jun 30, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 174,5595.7M $1.39 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 168,5004.4M $0.20 %0.07 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 167,8085.5M $0.41 %0.07 %as of Jul 31, 2026 ↗
Modern Capital Tactical Income Fund Modern Capital Funds Trust 161,7604.2M $6.22 %0.07 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 158,8634.1M $0.33 %0.07 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 153,9915M $0.05 %0.06 %as of Jul 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 149,5633.9M $0.32 %0.06 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 149,5454.9M $0.01 %0.06 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 148,3803.9M $0.18 %0.06 %as of Jun 30, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 145,0724.5M $0.53 %0.06 %as of May 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 144,6003.8M $0.41 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 138,2354.5M $0.01 %0.06 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 136,9444.2M $0.23 %0.06 %as of May 31, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 133,9853.5M $1.11 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 133,6394.1M $0.01 %0.06 %as of May 31, 2026 ↗
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 133,1414.3M $0.03 %0.06 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 132,3313.5M $0.31 %0.06 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 130,4453.4M $0.18 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 129,2943.4M $0.01 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 123,7054M $0.01 %0.05 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 123,3483.2M $0.20 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 122,3063.2M $0.02 %0.05 %as of Jun 30, 2026 ↗
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares Direxion Shares ETF Trust 121,3373.9M $1.59 %0.05 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 121,2603.7M $0.00 %0.05 %as of May 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II 7.45 %as of May 31, 2026 ↗
Modern Capital Tactical Income Fund Modern Capital Funds Trust 6.22 %as of Jun 30, 2026 ↗
TEXAS CAPITAL TEXAS OIL INDEX ETF Texas Capital Funds Trust 4.40 %as of Jun 30, 2026 ↗
Catalyst/SMH Total Return Income Fund MUTUAL FUND SERIES TRUST 4.22 %as of Jun 30, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 3.97 %as of Jul 31, 2026 ↗
Global X U.S. Natural Gas ETF GLOBAL X FUNDS 3.01 %as of May 31, 2026 ↗
First Trust Natural Gas ETF First Trust Exchange-Traded Fund 2.72 %as of Jun 30, 2026 ↗
Invesco Energy Exploration & Production ETF Invesco Exchange-Traded Fund Trust 2.61 %as of Jul 31, 2026 ↗
Monarch Volume Factor Dividend Tree Index ETF Northern Lights Fund Trust IV 2.32 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF SPDR SERIES TRUST 2.16 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3394+23107,446,103+0.8 %
2026Q2371+37106,554,262+61.2 %
2026Q1334-1966,107,570+6.4 %
2025Q4353-1162,152,181-1.7 %
2025Q3364-2563,239,482-3.1 %
2025Q2389-1765,295,115-4.5 %
2025Q1406-1968,386,762+4.6 %
2024Q4425-465,362,349-0.3 %
2024Q3429+1865,573,368-7.7 %
2024Q2411+871,067,406+8.3 %
2024Q1403+1065,627,298+4.4 %
2023Q439362,841,633

Institutional managers

501 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.38,431,7871.2B $as of Mar 31, 2026
CANADA PENSION PLAN INVESTMENT BOARD14,493,791451.9M $as of Mar 31, 2026
STATE STREET CORP12,495,962389.6M $as of Mar 31, 2026
ARISTEIA CAPITAL, L.L.C.10,841,846338M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP9,995,353311.7M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC8,923,624278.2M $as of Mar 31, 2026
DONALD SMITH & CO., INC.7,208,899224.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC5,698,553177.7M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC5,032,906156.9M $as of Mar 31, 2026
JPMORGAN CHASE & CO4,051,222130.2M $as of Mar 31, 2026
FMR LLC4,018,416125.3M $as of Mar 31, 2026
MORGAN STANLEY3,511,681109.5M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2,942,24491.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,899,77490.4M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP2,749,95085.7M $as of Mar 31, 2026
MACKENZIE FINANCIAL CORP2,676,73183.5M $as of Mar 31, 2026
NORTHERN TRUST CORP2,654,61182.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,408,51675.1M $as of Mar 31, 2026
Nuveen, LLC2,360,48673.6M $as of Mar 31, 2026
UBS Group AG2,079,84864.8M $as of Mar 31, 2026
Bank of New York Mellon Corp1,417,68644.2M $as of Mar 31, 2026
FEARNLEY ASSET MANAGEMENT AS1,389,56243.3M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP1,290,48540.2M $as of Mar 31, 2026
Webs Creek Capital Management LP1,285,30040.1M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,261,19439.3M $as of Mar 31, 2026

Declared shareholders of SM Energy Co

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Aristeia Capital, L.L.C. 5.47 %13,000,649as of Jun 30, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 4.90 %11,705,860as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of SM Energy Co

457 funds declare 1,267 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Lord Abbett Short Duration Income Fund4260.5M $as of May 31, 2026
VANGUARD HIGH-YIELD CORPORATE FUND8215.2M $as of Jul 31, 2026
iShares Broad USD High Yield Corporate Bond ETF7128.9M $as of Jul 31, 2026
American High Income Trust6108.5M $as of Jun 30, 2026
iShares iBoxx $ High Yield Corporate Bond ETF787.2M $as of May 31, 2026
Income Fund of America682M $as of Jul 31, 2026
American Funds Multi-Sector Income Fund669.2M $as of Jun 30, 2026
JPMorgan High Yield Fund963.9M $as of May 31, 2026
Lord Abbett Short Duration High Yield Fund463.5M $as of Jul 31, 2026
The Osterweis Strategic Income Fund255.2M $as of Jun 30, 2026
BlackRock High Yield Portfolio250.8M $as of Jun 30, 2026
Janus Henderson Balanced Fund350.5M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF850.2M $as of Jun 30, 2026
PGIM High Yield Fund450M $as of May 29, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF745M $as of Jun 30, 2026
T. Rowe Price High Yield Fund, Inc.340.7M $as of May 31, 2026
Lord Abbett Income Fund440.3M $as of May 31, 2026
JPMorgan Income Fund937.1M $as of May 31, 2026
Fidelity Capital and Income Fund234M $as of Jul 31, 2026
Janus Henderson Multi-Sector Income Fund333.7M $as of Jun 30, 2026
LORD ABBETT BOND DEBENTURE FUND INC233.6M $as of Jun 30, 2026
PIMCO High Yield Fund432.1M $as of Jun 30, 2026
American Funds Strategic Bond Fund431.8M $as of Jun 30, 2026
BrandywineGLOBAL - HIGH YIELD FUND329.6M $as of Jun 30, 2026
iShares 0-5 Year High Yield Corporate Bond ETF528.6M $as of Jul 31, 2026
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Titelia. "Fund shareholders of SM Energy Co". https://titelia.com/en/stocks/sm-energy-co-US78454L1008