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 | |
|---|---|---|---|---|---|
| 301 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,909 | 153.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 302 | Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 4,661 | 145.3K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 303 | Cullen Small Cap Value Fund Cullen Funds Trust | 4,628 | 144.3K $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| 304 | Hartford Real Asset Fund HARTFORD MUTUAL FUNDS, INC | 4,627 | 143.6K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 305 | SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 4,347 | 135.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 306 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 4,300 | 133.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 307 | S&P SmallCap 600 Pure Value Fund Rydex Variable Trust | 4,195 | 130.8K $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| 308 | Victory Cornerstone Aggressive Fund Victory Portfolios III | 4,076 | 94.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 309 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 4,014 | 125.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 310 | Pacer US Small Cap Cash Cows Growth Leaders ETF Pacer Funds Trust | 3,980 | 123.5K $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 311 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 3,882 | 121K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 312 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,631 | 113.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 313 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 3,430 | 106.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 314 | Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 3,408 | 78.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 315 | BlackRock Total Return V.I. Fund BlackRock Variable Series Funds II, Inc. | 3,296 | 102.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 316 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 3,241 | 101.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 317 | Northern Trust US Equity ETF Northern Funds | 3,012 | 93.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 318 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 2,951 | 91.6K $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| 319 | ULTRA SMALL CAP PROFUND ProFunds | 2,811 | 87.2K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 320 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 2,799 | 87.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 321 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 2,767 | 85.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 322 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 2,750 | 85.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 323 | Horizon Small/Mid Cap Core Equity ETF Horizon Funds | 2,636 | 61K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 324 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 2,497 | 77.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 325 | ProShares Ultra SmallCap600 ProShares Trust | 2,480 | 57.4K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 326 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 2,439 | 76K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 327 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 2,344 | 73.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 328 | S&P SmallCap 600 Pure Value Fund Rydex Series Funds | 2,229 | 69.5K $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| 329 | Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 2,198 | 68.2K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 330 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 2,061 | 64.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 331 | iShares Total Return Active ETF BlackRock ETF Trust II | 1,916 | 59.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 332 | State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 1,751 | 54.6K $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 333 | JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 1,721 | 53.7K $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 334 | Conservative Allocation Fund Meeder Funds | 1,565 | 48.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 335 | BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. | 1,550 | 48.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 336 | SMALL-CAP VALUE PROFUND ProFunds | 1,548 | 48K $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| 337 | BlackRock Diversified Fixed Income Fund BlackRock Funds III | 1,470 | 45.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 338 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,448 | 45.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 339 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 1,445 | 45.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 340 | Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 1,366 | 31.6K $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| 341 | Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 1,312 | 40.7K $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 342 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 1,222 | 38.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 343 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 1,192 | 37.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 344 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,123 | 35K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 345 | New Covenant Growth Fund NEW COVENANT FUNDS | 1,100 | 34.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 346 | iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 1,053 | 32.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 347 | Small Company Value Portfolio Wilshire Mutual Funds Inc | 990 | 30.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 348 | PROFUND VP ULTRA SMALL CAP ProFunds | 834 | 26K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 349 | Global Allocation Fund Meeder Funds | 739 | 23K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 350 | PROFUND VP SMALL CAP ProFunds | 630 | 19.6K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 351 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 610 | 18.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 352 | Russell 2000 Fund Rydex Series Funds | 562 | 17.5K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 353 | Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 558 | 17.3K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 354 | Avantis Inflation Focused Equity ETF American Century ETF Trust | 519 | 12K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 355 | RiverNorth Patriot ETF Elevation Series Trust | 472 | 14.7K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 356 | SMALL-CAP PROFUND ProFunds | 455 | 14.1K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 357 | Avantis U.S. Large Cap Value ETF American Century ETF Trust | 407 | 9.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 358 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 396 | 12.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 359 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 376 | 11.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 360 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 336 | 10.5K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 361 | ProShares Hedge Replication ETF ProShares Trust | 256 | 5.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 362 | Sector Rotation Fund Meeder Funds | 221 | 6.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 363 | Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 169 | 5.3K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 364 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 162 | 5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 365 | Meriti Ekorren Global Finserve Nordic AB | 101 | 30K SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 366 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 86 | 2.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 367 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 78 | 1.8K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 368 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 64 | 2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 369 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 25 | 779.5 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 370 | iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust | 24 | 744.7 $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 371 | Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 11 | 254.4 $ | as of Feb 28, 2026 · Original filing | |
| 372 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 1 | 23.1 $ | as of Feb 28, 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 |