Funds holding SM Energy Co
372 funds declare a position · 99 ETFs and 273 other funds · 3.1B $· 30K SEK · US78454L1008
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 111,885 | 3.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 102 | Modern Capital Tactical Income Fund Modern Capital Funds Trust | 110,750 | 3.5M $ | 4.92 % | as of Mar 31, 2026 · Original filing |
| 103 | Global X Russell 2000 ETF GLOBAL X FUNDS | 108,017 | 3.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 104 | Small Cap Value Fund Northern Funds | 102,397 | 3.2M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 105 | Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 101,071 | 3.2M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| 106 | Victory Small Cap Stock Fund Victory Portfolios III | 100,684 | 3.1M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 107 | John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 99,610 | 3.1M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 108 | Small Cap Index Fund VALIC Co I | 99,235 | 2.3M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 109 | Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust | 99,214 | 3.1M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| 110 | Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 98,704 | 3.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 111 | JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 97,707 | 3M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 112 | Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 96,209 | 3M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 113 | First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 95,539 | 3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 114 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 95,319 | 3M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| 115 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 94,580 | 2.9M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 116 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 90,385 | 2.8M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 117 | SmallCap Value Fund II Principal Funds, Inc | 90,380 | 2.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 118 | Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 89,358 | 2.8M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| 119 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 86,973 | 2.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 120 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 85,708 | 2.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 121 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 82,328 | 2.6M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 122 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 81,900 | 2.5M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 123 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 80,035 | 2.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 124 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 79,814 | 2.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 125 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 79,273 | 2.5M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 126 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 77,310 | 2.4M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 127 | BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 76,700 | 2.4M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 128 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 74,608 | 2.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 129 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 74,374 | 2.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 130 | First Trust Nasdaq Oil & Gas ETF First Trust Exchange-Traded Fund VI | 74,071 | 2.3M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| 131 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 72,592 | 2.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 132 | JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 71,714 | 2.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 133 | iShares Russell 3000 ETF iShares Trust | 70,869 | 2.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 134 | Diversified Equity Master Portfolio Master Investment Portfolio | 69,253 | 2.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 135 | VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 68,445 | 2.1M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 136 | AST Small-Cap Equity Portfolio Advanced Series Trust | 66,360 | 2.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 137 | Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 65,112 | 2M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 138 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 64,971 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 139 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 64,768 | 2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 140 | VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 62,897 | 2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 141 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 62,726 | 2M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 142 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 61,738 | 1.9M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 143 | BlackRock Total Return Fund BlackRock Bond Fund, Inc. | 59,813 | 1.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 144 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 59,527 | 1.9M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 145 | Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 59,303 | 1.8M $ | 3.05 % | as of Apr 30, 2026 · Original filing |
| 146 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 58,994 | 1.8M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 147 | Royce Small-Cap Value Fund ROYCE FUND | 58,709 | 1.8M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| 148 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 57,052 | 1.3M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 149 | iShares North American Natural Resources ETF iShares Trust | 53,050 | 1.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 150 | Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust | 52,308 | 1.6M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 151 | AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 51,675 | 1.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 152 | MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 49,869 | 1.2M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 153 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 49,500 | 1.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 154 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 49,499 | 1.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 155 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 49,101 | 1.5M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 156 | First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 48,877 | 1.5M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| 157 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 47,907 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 158 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 47,790 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 159 | Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II | 47,384 | 1.5M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| 160 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 47,210 | 1.5M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 161 | SGI Small Cap Core Fund RBB Fund, Inc. | 47,207 | 1.1M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| 162 | ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 46,239 | 1.1M $ | 0.87 % | as of Feb 28, 2026 · Original filing |
| 163 | Small Cap Index Trust John Hancock Variable Insurance Trust | 45,129 | 1.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 164 | iShares Morningstar Small-Cap Value ETF iShares Trust | 45,095 | 1.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 165 | SMALL CAP EQUITY FUND GuideStone Funds | 43,750 | 1.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 166 | Column Small Cap Fund Trust for Professional Managers | 43,422 | 1M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 167 | Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 43,097 | 1.3M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 168 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 43,000 | 994.6K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 169 | NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 41,819 | 1.3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 170 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 41,272 | 1.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 171 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 39,479 | 1.2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 172 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 39,331 | 1.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 173 | BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 38,239 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 174 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 37,902 | 876.7K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 175 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 37,389 | 1.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 176 | AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 37,265 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 177 | Muirfield Fund Meeder Funds | 35,020 | 1.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 178 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 34,982 | 1.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 179 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 34,895 | 1.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 180 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 34,892 | 1.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 181 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 34,576 | 1.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 182 | Catalyst/SMH Total Return Income Fund MUTUAL FUND SERIES TRUST | 33,782 | 1.1M $ | 5.21 % | as of Mar 31, 2026 · Original filing |
| 183 | Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 33,734 | 1.1M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| 184 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 33,331 | 1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 185 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 32,847 | 1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 186 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 32,517 | 1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 187 | AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 30,567 | 953.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 188 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 30,525 | 951.8K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 189 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 30,394 | 947.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 190 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 29,872 | 931.4K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 191 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 27,254 | 849.8K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 192 | Victory Extended Market Index Fund Victory Portfolios III | 27,024 | 838.6K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 193 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 26,897 | 834.6K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 194 | Small Cap Core Fund Northern Funds | 26,588 | 829K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 195 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 26,003 | 601.4K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 196 | MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 25,904 | 807.7K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 197 | TEXAS CAPITAL TEXAS OIL INDEX ETF Texas Capital Funds Trust | 25,873 | 806.7K $ | 5.14 % | as of Mar 31, 2026 · Original filing |
| 198 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 25,308 | 789.1K $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 199 | Global X U.S. Natural Gas ETF GLOBAL X FUNDS | 25,101 | 580.6K $ | 2.27 % | as of Feb 28, 2026 · Original filing |
| 200 | JNL/BlackRock Global Allocation Fund JNL Series Trust | 24,962 | 778.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
Institutional managers
501 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 38,431,787 | 1.2B $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 14,493,791 | 451.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 12,495,962 | 389.6M $ | as of Mar 31, 2026 |
| ARISTEIA CAPITAL, L.L.C. | 10,841,846 | 338M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 9,995,353 | 311.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 8,923,624 | 278.2M $ | as of Mar 31, 2026 |
| DONALD SMITH & CO., INC. | 7,208,899 | 224.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 5,698,553 | 177.7M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 5,032,906 | 156.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 4,051,222 | 130.2M $ | as of Mar 31, 2026 |
| FMR LLC | 4,018,416 | 125.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,511,681 | 109.5M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,942,244 | 91.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,899,774 | 90.4M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 2,749,950 | 85.7M $ | as of Mar 31, 2026 |
| MACKENZIE FINANCIAL CORP | 2,676,731 | 83.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,654,611 | 82.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,408,516 | 75.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 2,360,486 | 73.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,079,848 | 64.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,417,686 | 44.2M $ | as of Mar 31, 2026 |
| FEARNLEY ASSET MANAGEMENT AS | 1,389,562 | 43.3M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 1,290,485 | 40.2M $ | as of Mar 31, 2026 |
| Webs Creek Capital Management LP | 1,285,300 | 40.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,261,194 | 39.3M $ | as of Mar 31, 2026 |