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
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 117,0943.1M $0.57 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 116,8093.8M $0.26 %0.05 %as of Jul 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 115,7333M $0.29 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 113,8843M $0.01 %0.05 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 112,5292.9M $0.03 %0.05 %as of Jun 30, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 107,8893.5M $0.24 %0.05 %as of Jul 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 106,8423.5M $0.41 %0.04 %as of Jul 31, 2026 ↗
NORTH SQUARE SMALL CAP VALUE FUND Valued Advisers Trust 105,1053.2M $1.54 %0.04 %as of May 31, 2026 ↗
Small Cap Value Fund Northern Funds 102,3972.7M $0.39 %0.04 %as of Jun 30, 2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 101,6353.1M $0.38 %0.04 %as of May 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 100,9543.3M $1.11 %0.04 %as of Jul 31, 2026 ↗
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 100,0002.6M $0.74 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 99,6653.1M $0.22 %0.04 %as of May 31, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 98,4532.6M $0.99 %0.04 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 97,6233.2M $0.25 %0.04 %as of Jul 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 96,6003.1M $0.33 %0.04 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 94,5803.1M $0.34 %0.04 %as of Jul 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 92,0002.4M $0.76 %0.04 %as of Jun 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 90,9672.4M $0.35 %0.04 %as of Jun 30, 2026 ↗
Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND 90,8742.4M $1.27 %0.04 %as of Jun 30, 2026 ↗
First Trust Nasdaq Oil & Gas ETF First Trust Exchange-Traded Fund VI 86,1962.2M $1.25 %0.04 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 85,7082.2M $0.10 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 85,3732.2M $0.07 %0.04 %as of Jun 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 84,9312.2M $0.51 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 84,1022.7M $0.10 %0.04 %as of Jul 31, 2026 ↗
Monarch Volume Factor Dividend Tree Index ETF Northern Lights Fund Trust IV 82,0132.5M $2.32 %0.03 %as of May 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 80,4782.1M $0.19 %0.03 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 80,4732.6M $0.06 %0.03 %as of Jul 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 78,5762.1M $0.07 %0.03 %as of Jun 30, 2026 ↗
ALPS | CoreCommodity Natural Resources ETF FINANCIAL INVESTORS TRUST 78,1052.5M $0.59 %0.03 %as of Jul 31, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 77,7272.5M $3.97 %0.03 %as of Jul 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 76,0582M $0.32 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 75,7072M $0.32 %0.03 %as of Jun 30, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 75,4202.3M $0.16 %0.03 %as of May 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 74,4151.9M $0.18 %0.03 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 72,5922.4M $0.04 %0.03 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 71,7141.9M $0.09 %0.03 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 71,3802.2M $0.04 %0.03 %as of May 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 71,3332.2M $0.09 %0.03 %as of May 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 70,3301.8M $0.01 %0.03 %as of Jun 30, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 69,2261.8M $0.08 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 68,7811.8M $0.20 %0.03 %as of Jun 30, 2026 ↗
Invesco Energy Exploration & Production ETF Invesco Exchange-Traded Fund Trust 67,8892.2M $2.61 %0.03 %as of Jul 31, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 66,0691.7M $0.67 %0.03 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 65,8561.7M $0.53 %0.03 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 64,9712.1M $0.01 %0.03 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 64,8752.1M $0.30 %0.03 %as of Jul 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 64,2321.7M $0.06 %0.03 %as of Jun 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 63,9171.7M $0.76 %0.03 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 63,6551.7M $0.39 %0.03 %as of Jun 30, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 62,0712M $0.89 %0.03 %as of Jul 31, 2026 ↗
MFS Blended Research Mid Cap Equity Fund MFS Series Trust X 61,9351.9M $0.06 %0.03 %as of May 31, 2026 ↗
BlackRock Total Return Fund BlackRock Bond Fund, Inc. 59,8131.6M $0.01 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 58,9941.9M $0.00 %0.02 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 58,4611.5M $1.15 %0.02 %as of Jun 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 58,1441.5M $0.32 %0.02 %as of Jun 30, 2026 ↗
Global X U.S. Natural Gas ETF GLOBAL X FUNDS 56,1871.7M $3.01 %0.02 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 55,2641.7M $0.23 %0.02 %as of May 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 55,0871.4M $0.38 %0.02 %as of Jun 30, 2026 ↗
Royce Small-Cap Value Fund ROYCE FUND 54,3201.4M $1.27 %0.02 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 54,0801.4M $0.34 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 52,8871.4M $0.20 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 52,3721.7M $0.25 %0.02 %as of Jul 31, 2026 ↗
NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust 51,8651.4M $0.38 %0.02 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 50,3371.5M $0.20 %0.02 %as of May 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 49,1011.3M $0.19 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 48,6251.3M $0.19 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 48,5071.3M $0.01 %0.02 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 48,1901.6M $0.07 %0.02 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 48,0781.3M $0.13 %0.02 %as of Jun 30, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 48,0101.5M $0.45 %0.02 %as of May 31, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 47,3761.2M $0.03 %0.02 %as of Jun 30, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 46,5171.4M $1.08 %0.02 %as of May 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 46,0761.2M $0.37 %0.02 %as of Jun 30, 2026 ↗
iShares North American Natural Resources ETF iShares Trust 45,9541.2M $0.17 %0.02 %as of Jun 30, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 44,9261.2M $0.16 %0.02 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 43,9711.1M $0.14 %0.02 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 43,0001.3M $0.10 %0.02 %as of May 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 42,6981.4M $0.10 %0.02 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,4791.3M $0.00 %0.02 %as of Jul 31, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 38,7781M $0.05 %0.02 %as of Jun 30, 2026 ↗
Conductor Global Equity Value ETF Two Roads Shared Trust 38,6001.3M $0.97 %0.02 %as of Jul 31, 2026 ↗
BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. 38,239998K $0.02 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 37,864988.3K $0.20 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 37,5021.2M $0.09 %0.02 %as of May 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 37,3331.2M $0.98 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 36,795960.3K $0.20 %0.02 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 36,263946.5K $0.20 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 35,2531.1M $0.19 %0.01 %as of Jul 31, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 35,029914.3K $1.04 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 34,982913K $0.03 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 34,576902.4K $0.10 %0.01 %as of Jun 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 34,0631M $0.20 %0.01 %as of May 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 33,9711.1M $0.17 %0.01 %as of Jul 31, 2026 ↗
Catalyst/SMH Total Return Income Fund MUTUAL FUND SERIES TRUST 33,782881.7K $4.22 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs High Yield Floating Rate Fund GOLDMAN SACHS TRUST 32,294842.9K $0.06 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 32,198840.4K $0.20 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) North American Natural Resources ETF SPDR INDEX SHARES FUNDS 31,922833.2K $0.11 %0.01 %as of Jun 30, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 31,8001M $0.79 %0.01 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 31,6241M $0.00 %0.01 %as of Jul 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