SM · SM Energy Co · Shareholders & Ownership

$40.43 +2.01 (+5.23%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$9.14B

237.85M

Volume · Oct 23 1.14M Avg daily vol (3M) 3.55M

Every disclosed holder of SM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SM

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	505	230,111,959	96.75%	Yes
Insiders (Forms 3, 4, 5)	22	2,131,399	0.90%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	5,610,710	2.36%	Rest
Registered funds (N-PORT, not summed)	403	107,677,530	45.27%	No

Shares outstanding: 237,854,068, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SM

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	39,280,818	16.51%	+849,031	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	13,721,412	5.77%	+127,087	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,262,306	2.63%	+154,903	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,171,652	0.91%	+28,326	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,960,724	0.82%	-249,475	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Strategic Income Opportunities Portfolio Fund S000062358 · Registered fund · Jun 30, 2026 BlackRock Funds V, not summed	468,845	0.20%	0	Jun 30, 2026	BlackRock Funds V, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,425,423	6.49%	+190,934	Jun 30, 2026	carried, not yet filed for the newest quarter
3	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	14,493,791	6.09%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
4	ARISTEIA CAPITAL, L.L.C. 13F CIK 1080171 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,000,649	5.47%	+2,158,803	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	ARISTEIA CAPITAL, L.L.C. 13G CIK 1080171 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,000,649	5.47%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,705,860	4.92%	-790,102	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	11,705,860	4.92%	+5,031,250	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF Fund S000012319 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,412,075	1.01%	-815,696	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,087,626	0.88%	+37,322	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,188,080	0.50%	+2,607	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	117,094	0.05%	-3,638	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,657,355	4.48%	+119,582	Jun 30, 2026	carried, not yet filed for the newest quarter
7	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	8,935,683	3.76%	+12,059	Jun 30, 2026	carried, not yet filed for the newest quarter
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,174,503	3.44%	-1,820,850	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,816,464	0.76%	-99,482	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,216,592	0.51%	-5,029	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	962,079	0.40%	-165,288	Jul 31, 2026	Dimensional ETF Trust, not summed
8.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	791,753	0.33%	-278,936	Jul 31, 2026	Dimensional ETF Trust, not summed
8.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	639,418	0.27%	-347,555	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9	DONALD SMITH & CO., INC. 13F CIK 814375 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,647,594	3.22%	+438,695	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,604,889	3.20%	+30,661	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	7,601,696	3.20%	-223,557	May 31, 2026	American Century ETF Trust, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,269,841	2.64%	+571,288	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,500,094	2.31%	+4,311	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,493,473	1.89%	-539,433	Jun 30, 2026	carried, not yet filed for the newest quarter
15	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,798,218	1.60%	-220,198	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	2,666,224	1.12%	+199,938	Jul 31, 2026	Fidelity Salem Street Trust, not summed
15.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,167,397	0.49%	+7,413	May 31, 2026	Fidelity Concord Street Trust, not summed
15.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	430,257	0.18%	+9,030	May 31, 2026	Fidelity Concord Street Trust, not summed
15.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	345,099	0.15%	+9,465	May 31, 2026	Fidelity Concord Street Trust, not summed
15.5	Fidelity Small Cap Value Index Fund Fund S000065751 · Registered fund · Jun 30, 2026 Fidelity Salem Street Trust, not summed	322,552	0.14%	+13,906	Jun 30, 2026	Fidelity Salem Street Trust, not summed
16	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,674,134	1.54%	+997,403	Jun 30, 2026	carried, not yet filed for the newest quarter
17	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,534,729	1.49%	-516,493	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,483,008	1.46%	-16,831	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,943,691	1.24%	-567,990	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	706	0.00%	+544	Jul 31, 2026	E Trade Trust, not summed
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,893,103	1.22%	-6,671	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,086,399	0.46%	-12,092	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	592,523	0.25%	+45,607	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	468,656	0.20%	-12,234	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	217,922	0.09%	-13,828	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	138,235	0.06%	+6,521	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,786,773	1.17%	+132,162	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	123,348	0.05%	+7,781	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	102,397	0.04%	0	Jun 30, 2026	Northern Funds, not summed
21.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	48,190	0.02%	+6,918	Jul 31, 2026	FlexShares Trust, not summed
21.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	25,851	0.01%	-737	Jun 30, 2026	Northern Funds, not summed
22	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,716,076	1.14%	-226,168	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	2,231,110	0.94%	-207,699	May 29, 2026	Delaware Group Equity Funds V, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,612,765	1.10%	+85,619	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,431,521	1.02%	+1,294,797	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Invesco S&P SmallCap Energy ETF Fund S000028297 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	287,813	0.12%	+15,713	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.2	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	153,991	0.06%	-19,225	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	136,944	0.06%	-46,190	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.4	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	100,954	0.04%	+1,740	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.5	Invesco Energy Exploration & Production ETF Fund S000003041 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	67,889	0.03%	-69,102	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,320,316	0.98%	-40,170	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	994,332	0.42%	+22,812	Jun 30, 2026	College Retirement Equities Fund, not summed
25.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	339,030	0.14%	-6,710	Jul 31, 2026	TIAA-CREF Funds, not summed
25.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	318,383	0.13%	+23,042	Jul 31, 2026	TIAA-CREF Funds, not summed
25.4	Nuveen Small Cap Value Opportunities Fund Fund S000000606 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	185,606	0.08%	0	Jun 30, 2026	Nuveen Investment Trust, not summed
25.5	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	174,559	0.07%	-22,600	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
26	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,280,261	0.96%	+2,280,261	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Webs Creek Capital Management LP 13F CIK 1825309 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,040,529	0.86%	+755,229	Jun 30, 2026	carried, not yet filed for the newest quarter
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,917,196	0.81%	-491,320	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs High Yield Floating Rate Fund Fund S000029320 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	32,294	0.01%	—	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
28.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	26,746	0.01%	-238,289	Jul 31, 2026	Goldman Sachs Trust, not summed
28.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	14,687	0.01%	+8,277	May 31, 2026	Goldman Sachs ETF Trust, not summed
28.4	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	13,413	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
28.5	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	9,404	0.00%	—	Jul 31, 2026	Goldman Sachs Trust II, not summed
29	VANGUARD SELECTED VALUE FUND Fund S000004409 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,854,403	0.78%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
30	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,691,744	0.71%	+1,435,399	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,657,438	0.70%	+239,752	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	8,239	0.00%	+1,488	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	1,553,000	0.65%	—	Jun 30, 2026	Capitol Series Trust, not summed
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,533,618	0.64%	+48,424	Jun 30, 2026	carried, not yet filed for the newest quarter
34	FEARNLEY ASSET MANAGEMENT AS 13F CIK 2056821 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,496,537	0.63%	+106,975	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Encompass Capital Advisors LLC 13F CIK 1541901 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,448,061	0.61%	+750,261	Jun 30, 2026	carried, not yet filed for the newest quarter
36	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	1,333,068	0.56%	+288,804	Jun 30, 2026	JPMorgan Trust I, not summed
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,310,244	0.55%	+49,050	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	1,281,175	0.54%	+45,540	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
39	VANGUARD ENERGY INDEX FUND Fund S000004448 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,269,620	0.53%	+31,996	May 31, 2026	VANGUARD WORLD FUND, not summed
40	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	1,250,799	0.53%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
41	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,186,853	0.50%	-41,531	Jun 30, 2026	carried, not yet filed for the newest quarter
42	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,101,837	0.46%	+755	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	167,808	0.07%	-10,112	Jul 31, 2026	Principal Funds, Inc, not summed
42.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	97,623	0.04%	+7,243	Jul 31, 2026	Principal Funds, Inc, not summed
42.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,123	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
43	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,095,487	0.46%	-30,907	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Victory Pioneer Multi-Asset Income Fund Fund S000089756 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	365,411	0.15%	0	Jul 31, 2026	Victory Portfolios IV, not summed
43.2	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	314,628	0.13%	+14,544	Jun 30, 2026	Victory Portfolios II, not summed
43.3	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	178,031	0.07%	-46,795	Jun 30, 2026	Victory Portfolios II, not summed
43.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	96,600	0.04%	-4,084	Jul 31, 2026	Victory Portfolios III, not summed
43.5	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	66,069	0.03%	-2,376	Jun 30, 2026	Victory Portfolios II, not summed
44	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,085,503	0.46%	+601,454	Jun 30, 2026	carried, not yet filed for the newest quarter
45	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,121	0.42%	-78,869	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	55,087	0.02%	+40,689	Jun 30, 2026	AQR Funds, not summed
46	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	986,852	0.41%	+5,460	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	957,237	0.40%	-13,863	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
48	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	937,303	0.39%	+887,124	Jun 30, 2026	carried, not yet filed for the newest quarter
49	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	918,135	0.39%	-372,350	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	First Trust Natural Gas ETF Fund S000017177 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	615,395	0.26%	-263,754	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
49.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	197,321	0.08%	+51,422	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
49.3	First Trust Nasdaq Oil & Gas ETF Fund S000053944 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	86,196	0.04%	+12,125	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
49.4	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	62,071	0.03%	+13,194	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
49.5	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	13,725	0.01%	+4,279	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
50	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	900,635	0.38%	+128,392	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	337,892	0.14%	-22,367	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
50.2	Columbia Select Small Cap Value Fund Fund S000031375 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	182,019	0.08%	-3,209	May 31, 2026	Columbia Funds Series Trust II, not summed
50.3	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	71,380	0.03%	—	May 31, 2026	Columbia Funds Series Trust II, not summed
50.4	Columbia Variable Portfolio - Select Small Cap Value Fund Fund S000019852 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	58,461	0.02%	+11,077	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
50.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	347	0.00%	+178	Jun 30, 2026	Columbia ETF Trust I, not summed

77 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 893538 CUSIP 78454L100 13F (30d) 78 filings 77 filers Visit website Investor relations