SM ENERGY COMPANY COM is a security (CUSIP 78454L100) tracked across SEC portfolio filings. 531 institutional managers reported $6.4B on Form 13F as of 2026-06-30; 35 registered fund positions totaling $220.5M via N-PORT as of 2026-05-31.
Showing 15 of 531 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $1.2B | 38,431,787 |
| CANADA PENSION PLAN INVESTMENT BOARD | Toronto Ontario, A6 | $451.9M | 14,493,791 |
| STATE STREET CORP | BOSTON, MA | $389.6M | 12,495,962 |
| ARISTEIA CAPITAL LLC | GREENWICH, CT | $338.0M | 10,841,846 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $311.7M | 9,995,353 |
| AMERICAN CENTURY COMPANIES INC | KANSAS CITY, MO | $278.2M | 8,923,624 |
| VANGUARD GROUP INC | Valley Forge, PA | $252.8M | 13,520,158 |
| DONALD SMITH & CO., INC. | NEW YORK, NY | $224.8M | 7,208,899 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $177.7M | 5,698,553 |
| MILLENNIUM MANAGEMENT LLC | NEW YORK, NY | $156.9M | 5,032,906 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $130.2M | 4,051,222 |
| FMR LLC | BOSTON, MA | $125.3M | 4,018,416 |
| MORGAN STANLEY | NEW YORK, NY | $109.5M | 3,511,681 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | PHILADELPHIA, PA | $91.7M | 2,942,244 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | SAN FRANCISCO, CA | $90.4M | 2,899,774 |
Showing 15 of 35 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $78.8M | 9.67% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $39.3M | 22.44% |
| Aegis Value Fund | Aegis Funds | $17.1M | 132.57% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $16.3M | 21.81% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $12.6M | 26.20% |
| Goehring & Rozencwajg Resources Fund | GOEHRING & ROZENCWAJG INVESTMENT FUNDS | $6.2M | 57.76% |
| BlackRock Global Allocation Fund, Inc. | BlackRock Global Allocation Fund, Inc. | $5.1M | 2.95% |
| HARTFORD SMALL CAP GROWTH HLS FUND | HARTFORD HLS SERIES FUND II INC | $4.9M | 63.39% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $4.2M | 0.71% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $3.6M | 1.17% |
| BNY Mellon Smallcap Stock Index Fund | BNY MELLON INDEX FUNDS, INC. | $3.5M | 41.32% |
| Modern Capital Tactical Income Fund | Modern Capital Funds Trust | $3.5M | 491.74% |
| NORTH SQUARE SMALL CAP VALUE FUND | Valued Advisers Trust | $3.2M | 154.26% |
| Royce Capital Fund - Small-Cap Portfolio | ROYCE CAPITAL FUND | $3.2M | 184.42% |
| Weiss Strategic Interval Fund | Weiss Strategic Interval Fund | $2.9M | 56.62% |