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SM · SM Energy Co

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$33.75 +1.33 (+4.10%) At close · Aug 14
Market Cap
$7.71B
Shares
237.85M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding SM

561 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 13,594,325 $423,871,054 0.46%
VANGUARD TOTAL STOCK MARKET INDEX FUND 7,574,228 $236,164,429 0.01%
Avantis U.S. Small Cap Value ETF 7,601,696 $233,448,084 0.86%
iShares Russell 2000 ETF 6,107,403 $190,428,826 0.26%
VANGUARD SMALL-CAP INDEX FUND 5,495,783 $171,358,514 0.10%
iShares Core S&P Small-Cap ETF 6,828,277 $127,688,780 0.15%
VANGUARD SMALL-CAP VALUE INDEX FUND 3,499,839 $109,124,980 0.18%
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 3,227,771 $100,641,900 2.84%
VANGUARD EXTENDED MARKET INDEX FUND 2,527,146 $78,796,412 0.10%
Avantis U.S. Small Cap Value ETF 4,125,685 $78,594,299 0.40%
Fidelity Small Cap Index Fund 2,466,286 $76,528,855 0.24%
iShares S&P Small-Cap 600 Value ETF 2,210,199 $68,914,005 0.91%
Nomura Small Cap Core Fund 2,231,110 $68,517,388 1.24%
VANGUARD TOTAL STOCK MARKET INDEX FUND 3,621,903 $67,729,586 0.00%
iShares Russell 2000 Value ETF 2,143,326 $66,828,905 0.54%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 2,050,304 $63,928,479 0.46%
U.S. SMALL CAP VALUE PORTFOLIO 1,915,946 $59,451,804 0.32%
VANGUARD SELECTED VALUE FUND 1,854,403 $57,542,125 0.87%
iShares Russell 2000 ETF 2,921,854 $54,638,670 0.07%
VANGUARD SMALL-CAP INDEX FUND 2,603,182 $48,679,503 0.03%
Fidelity Small Cap Index Fund 2,414,586 $47,011,989 0.16%
VANGUARD RUSSELL 2000 INDEX FUND 1,281,175 $39,344,884 0.22%
VANGUARD TAX-MANAGED SMALL-CAP FUND 1,250,799 $38,999,913 0.40%
VANGUARD ENERGY INDEX FUND 1,269,620 $38,990,030 0.33%
U.S. Targeted Value Portfolio 1,221,621 $37,906,900 0.24%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 1,185,473 $36,963,048 0.91%
VANGUARD SELECTED VALUE FUND 1,854,403 $36,105,226 0.55%
Fidelity Extended Market Index Fund 1,167,397 $35,850,762 0.08%
Dimensional U.S. Targeted Value ETF 1,127,367 $34,982,198 0.26%
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 1,809,097 $33,830,114 1.91%
Schwab U.S. Small-Cap ETF 1,086,399 $33,363,313 0.15%
Dimensional US Small Cap Value ETF 1,070,689 $33,223,480 0.44%
JPMorgan Small Cap Equity Fund 1,044,264 $32,560,152 1.14%
VANGUARD SMALL-CAP VALUE INDEX FUND 1,676,110 $31,343,257 0.05%
U.S. SMALL CAP PORTFOLIO 986,973 $30,625,772 0.16%
College Retirement Equities Fund - Total Global Stock Account 971,520 $30,291,994 0.02%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 971,100 $30,133,233 0.03%
First Trust Natural Gas ETF 879,149 $27,411,866 3.22%
Dimensional U.S. Targeted Value ETF 1,357,593 $26,432,338 0.21%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 783,595 $24,064,202 0.41%
VANGUARD EXTENDED MARKET INDEX FUND 1,235,544 $23,104,673 0.03%
Dimensional US Small Cap Value ETF 1,070,690 $20,846,325 0.32%
Pacer US Small Cap Cash Cows 100 ETF 1,067,742 $20,788,943 0.59%
iShares S&P Small-Cap 600 Value ETF 1,075,164 $20,105,567 0.30%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 994,509 $19,363,096 0.02%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 1,010,447 $18,895,359 0.14%
iShares Russell 2000 Value ETF 1,005,366 $18,800,344 0.15%
Dimensional U.S. Small Cap ETF 575,229 $17,849,356 0.13%
Aegis Value Fund 550,000 $17,149,000 1.33%
Schwab Small-Cap Index Fund 546,916 $16,970,803 0.23%
Showing 1–50 of 561 positions
Key facts CIK 893538 CUSIP 78454L100 13F (30d) 473 filings 451 filers Visit website Investor relations

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