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
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 31,590970.1K $0.41 %0.01 %as of May 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 31,299816.9K $0.16 %0.01 %as of Jun 30, 2026 ↗
JNL/BlackRock Global Allocation Fund JNL Series Trust 31,265816K $0.02 %0.01 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 31,048953.5K $0.15 %0.01 %as of May 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 30,600995.1K $0.23 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 30,394793.3K $0.07 %0.01 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 30,220788.7K $0.10 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 29,429768.1K $0.19 %0.01 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 29,268763.9K $0.17 %0.01 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 29,100759.5K $0.12 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 28,900754.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 28,637747.4K $0.31 %0.01 %as of Jun 30, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 28,332921.4K $0.07 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 27,589897.2K $0.25 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 27,495894.1K $0.11 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 26,746869.8K $0.07 %0.01 %as of Jul 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 26,086680.8K $0.32 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 25,996678.5K $0.03 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 25,851674.7K $0.17 %0.01 %as of Jun 30, 2026 ↗
GMO Implementation Fund GMO TRUST 25,500783.1K $0.03 %0.01 %as of May 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 25,369662.1K $0.36 %0.01 %as of Jun 30, 2026 ↗
Small Cap Value Fund VALIC Co I 24,937765.8K $0.30 %0.01 %as of May 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 23,867622.9K $0.31 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 23,069708.4K $0.11 %0.01 %as of May 31, 2026 ↗
Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust 23,043601.4K $0.37 %0.01 %as of Jun 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 22,950599K $0.74 %0.01 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 22,527691.8K $0.05 %0.01 %as of May 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 22,144578K $0.19 %0.01 %as of Jun 30, 2026 ↗
DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust 21,890711.9K $1.99 %0.01 %as of Jul 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 21,525561.8K $0.30 %0.01 %as of Jun 30, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 21,502660.3K $1.46 %0.01 %as of May 31, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 21,437559.5K $0.40 %0.01 %as of Jun 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 21,383558.1K $0.18 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 21,212689.8K $0.25 %0.01 %as of Jul 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 20,784542.5K $0.38 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 20,737636.8K $0.01 %0.01 %as of May 31, 2026 ↗
TEXAS CAPITAL TEXAS OIL INDEX ETF Texas Capital Funds Trust 20,310530.1K $4.40 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 20,286623K $0.05 %0.01 %as of May 31, 2026 ↗
Global X Guru Index ETF GLOBAL X FUNDS 20,116654.2K $1.07 %0.01 %as of Jul 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 19,574510.9K $0.14 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 19,523509.6K $0.20 %0.01 %as of Jun 30, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 19,233502K $0.17 %0.01 %as of Jun 30, 2026 ↗
LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,763489.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
LVIP Avantis Large Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,558484.4K $0.18 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 18,367479.4K $0.08 %0.01 %as of Jun 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 17,389534K $0.17 %0.01 %as of May 31, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 17,209449.2K $0.87 %0.01 %as of Jun 30, 2026 ↗
Pacer US Small Cap Cash Cows Growth Leaders ETF Pacer Funds Trust 16,980552.2K $1.83 %0.01 %as of Jul 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 16,269424.6K $0.20 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 16,120420.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 15,805514K $0.00 %0.01 %as of Jul 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 15,506504.3K $0.02 %0.01 %as of Jul 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 15,315498K $0.01 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 14,773385.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 14,687451K $0.05 %0.01 %as of May 31, 2026 ↗
Formidable ETF ETF Opportunities Trust 14,560380K $1.93 %0.01 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 14,394442K $0.05 %0.01 %as of May 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 13,878426.2K $0.06 %0.01 %as of May 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,760422.6K $0.17 %0.01 %as of May 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 13,725446.3K $0.27 %0.01 %as of Jul 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 13,124403K $0.01 %0.01 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 12,197318.3K $0.02 %0.01 %as of Jun 30, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 12,164373.6K $0.44 %0.01 %as of May 31, 2026 ↗
MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III 12,089315.5K $0.37 %0.01 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 12,059314.7K $0.21 %0.01 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 11,738306.4K $0.10 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 11,737360.4K $0.19 %0.00 %as of May 31, 2026 ↗
Energy Fund Rydex Series Funds 11,686305K $0.65 %0.00 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 11,056359.5K $0.04 %0.00 %as of Jul 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 10,828332.5K $0.04 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 10,782331.1K $0.05 %0.00 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 10,656346.5K $0.12 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 10,481273.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 10,337269.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 10,192331.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 10,157330.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 10,123329.2K $0.36 %0.00 %as of Jul 31, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 10,029308K $0.04 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 9,720298.5K $0.04 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,682252.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 9,640296K $0.07 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 9,404305.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 9,284285.1K $0.08 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 9,232241K $0.00 %0.00 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 9,209282.8K $0.10 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 9,180281.9K $0.11 %0.00 %as of May 31, 2026 ↗
BlackRock Strategic Global Bond Fund, Inc. BlackRock Strategic Global Bond Fund, Inc. 8,977234.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 8,910232.6K $0.17 %0.00 %as of Jun 30, 2026 ↗
Timothy Plan Defensive Strategies Fund TIMOTHY PLAN 8,797229.6K $0.22 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 8,569223.7K $0.08 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 8,479275.7K $0.05 %0.00 %as of Jul 31, 2026 ↗
BlackRock Bond Income Portfolio Brighthouse Funds Trust II 8,378218.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 8,290216.4K $0.09 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 8,239267.9K $0.31 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 7,765202.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 7,653199.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,301224.2K $0.03 %0.00 %as of May 31, 2026 ↗
Virtus Real Asset Income ETF ETFis Series Trust I 7,163232.9K $1.25 %0.00 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 7,083184.9K $0.10 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 7,052184.1K $0.21 %0.00 %as of Jun 30, 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