Public record / Tickers / SM

SM — SM Energy Co†

Both disclosure regimes on one name: who in Congress filed about SM, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming SM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-09
filed 2022-09-09
13F holders
474
top-474 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Chris Jacobs · $1.0K–$15.0K

SELL · traded 2022-07-18 → filed 2022-09-09. Ranked over every SM row by the provable lower bound, never a point estimate.

No member disclosed SM in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated SM rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SM
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-09-09Chris Jacobs R–NY-27SELLTraded 07-18 LATE·53d$1K–$15K
2022-05-19Chris Jacobs R–NY-27BUYTraded 04-11 +38d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in SM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed SM in the trailing 12 months.

Congress ↔ notable managers · SM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SM ENERGY COMPANY

Merged timeline of congressional filings and notable-manager moves on SM
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+1,217,544 sh
2026-05-15Tudor Investment Corp 13FTRIM−82,008 sh
2026-05-15Bridgewater Associates 13FEXIT−47,514 sh
2026-05-14Caxton Associates 13FADD+16,611 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SM for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$475M1
3CANADA PENSION PLAN INVESTMENT BOARD$452M1
4STATE STREET CORP$390M1
5ARISTEIA CAPITAL, L.L.C.$338M1
6VANGUARD CAPITAL MANAGEMENT LLC$329M1
7DIMENSIONAL FUND ADVISORS LP$312M1
8AMERICAN CENTURY COMPANIES INC$278M1
9DONALD SMITH & CO., INC.$225M1
10GEODE CAPITAL MANAGEMENT, LLC$178M1
11MILLENNIUM MANAGEMENT LLC$157M1
12FMR LLC$125M1
13MORGAN STANLEY$109M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$91.7M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$90.4M1
16WELLINGTON MANAGEMENT GROUP LLP$85.7M1
17MACKENZIE FINANCIAL CORP$83.5M1
18NORTHERN TRUST CORP$82.8M1
19Nuveen, LLC$73.6M1
20UBS Group AG$64.8M1
21VANGUARD FIDUCIARY TRUST CO$46.3M1
22Bank of New York Mellon Corp$44.2M1
23FEARNLEY ASSET MANAGEMENT AS$43.3M1
24FIRST TRUST ADVISORS LP$40.2M1
25Webs Creek Capital Management LP$40.1M1
26BANK OF AMERICA CORP /DE/$39.3M1
27Gotham Asset Management, LLC$38.3M1
28Invesco Ltd.$35.4M1
29VICTORY CAPITAL MANAGEMENT INC$35.1M1
30PRINCIPAL FINANCIAL GROUP INC$34.3M1
31AQR CAPITAL MANAGEMENT LLC$33.6M1
32Fisher Asset Management, LLC$30.6M1
33PALISADE CAPITAL MANAGEMENT, LP$30.3M1
34Squarepoint Ops LLC$28.4M1
35PUBLIC SECTOR PENSION INVESTMENT BOARD$25.3M1
36AMERIPRISE FINANCIAL INC$24.3M1
37Lighthouse Investment Partners, LLC$22.8M1
38Grantham, Mayo, Van Otterloo & Co. LLC$22.4M1
39KENNEDY CAPITAL MANAGEMENT LLC$21.9M1
40Encompass Capital Advisors LLC$21.8M1
41SUSQUEHANNA INTERNATIONAL GROUP, LLP$19.5M1
42PANAGORA ASSET MANAGEMENT INC$19.5M1
43WHITEBOX ADVISORS LLC$18.8M1
44GLENMEDE TRUST CO NA$17.8M1
45Corigliano Investment Advisers, LLC$17.5M1
46AEGIS FINANCIAL CORP$17.2M1
47Alyeska Investment Group, L.P.$17.0M1
48NEW YORK STATE COMMON RETIREMENT FUND$16.8M1
49Universal- Beteiligungs- und Servicegesellschaft mbH$16.7M1
50Zimmer Partners, LP$16.6M1
51HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$15.7M1
52Sagefield Capital LP$15.3M1
53Goehring & Rozencwajg Associates, LLC$15.2M1
54TUDOR INVESTMENT CORP ET AL$15.1M1
55Legal & General Group Plc$14.8M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$14.8M1
57Pekin Hardy Strauss, Inc.$14.6M1
58CLG LLC$14.5M1
59ENVESTNET ASSET MANAGEMENT INC$14.5M1
60Steward Partners Investment Advisory, LLC$14.3M1
61Leeward Investments, LLC - MA$13.3M1
62Swiss National Bank$13.2M1
63BARCLAYS PLC$13.1M1
64Creative Planning$12.6M1
65Baird Financial Group, Inc.$11.9M1
66SEI INVESTMENTS CO$11.8M1
67ROYCE & ASSOCIATES LP$11.3M1
68PRUDENTIAL FINANCIAL INC$9.9M1
69UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9.8M1
70ADAGE CAPITAL PARTNERS GP, L.L.C.$9.4M1
71Rafferty Asset Management, LLC$8.5M1
72Qube Research & Technologies Ltd$8.0M1
73ExodusPoint Capital Management, LP$8.0M1
74WELLS FARGO & COMPANY/MN$7.9M1
75ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7.7M1
76ALLIANCEBERNSTEIN L.P.$7.6M1
77Mitsubishi UFJ Trust & Banking Corp$7.6M1
78Tiptree Advisors, LLC$7.5M1
79Truffle Hound Capital, LLC$7.5M1
80DEUTSCHE BANK AG\$7.4M1
81SEGALL BRYANT & HAMILL, LLC$7.0M1
82Focus Partners Wealth$6.7M1
83CoreCommodity Management, LLC$6.6M1
84PLUSTICK MANAGEMENT LLC$6.5M1
85CAXTON ASSOCIATES LLP$6.5M1
86DENALI ADVISORS LLC$6.3M1
87Man Group plc$6.3M1
88Qsemble Capital Management, LP$6.2M1
89Holocene Advisors, LP$6.0M1
90Atom Investors LP$5.9M1
91RAYMOND JAMES FINANCIAL INC$5.8M1
92MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.7M1
93Empowered Funds, LLC$5.6M1
94MOODY ALDRICH PARTNERS LLC$5.5M1
95CastleKnight Management LP$5.3M1
96VANGUARD ASSET MANAGEMENT, Ltd$5.2M1
97FRANKLIN RESOURCES INC$5.2M1
98LPL Financial LLC$5.1M1
99Susquehanna Portfolio Strategies, LLC$4.8M1
100PEREGRINE CAPITAL MANAGEMENT LLC$4.4M1
101CITIGROUP INC$4.3M1
102MASSACHUSETTS FINANCIAL SERVICES CO /MA/$4.3M1
103MetLife Investment Management, LLC$4.3M1
104Vanguard Global Advisers, LLC$4.2M1
105Janus Henderson Group Ltd.$3.9M1
106Vontobel Holding Ltd.$3.9M1
107NISA INVESTMENT ADVISORS, LLC$3.7M1
108MERCER GLOBAL ADVISORS INC /ADV$3.5M1
109Quadrature Capital Ltd$3.5M1
110Edgestream Partners, L.P.$3.5M1
111CONGRESS ASSET MANAGEMENT CO$3.5M1
112Cerity Partners LLC$3.4M1
113Cetera Investment Advisers$3.4M1
114IMC-Chicago, LLC$3.3M1
115VOYA INVESTMENT MANAGEMENT LLC$3.3M1
116Illinois Municipal Retirement Fund$3.2M1
117WEDGE CAPITAL MANAGEMENT L L P/NC$3.2M1
118Corient Private Wealth LLC$3.2M1
119Quantinno Capital Management LP$3.2M1
120HITE Hedge Asset Management LLC$3.1M1
121Oliver Luxxe Assets LLC$3.1M1
122MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.1M1
123NFJ INVESTMENT GROUP, LLC$3.0M1
124Expect Equity LLC$3.0M1
125State of New Jersey Common Pension Fund D$3.0M1
126Kestra Advisory Services, LLC$3.0M1
127IRONWOOD INVESTMENT MANAGEMENT LLC$3.0M1
128ROYAL BANK OF CANADA$2.9M1
129EVOKE WEALTH, LLC$2.9M1
130KORNITZER CAPITAL MANAGEMENT INC /KS$2.9M1
131Dana Investment Advisors, Inc.$2.8M1
132Zurcher Kantonalbank (Zurich Cantonalbank)$2.7M1
133COZAD ASSET MANAGEMENT INC$2.6M1
134Collar Capital Management, LLC$2.6M1
135SummitTX Capital, L.P.$2.5M1
136FIFTH THIRD BANCORP$2.4M1
137Assenagon Asset Management S.A.$2.4M1
138CSS LLC/IL$2.4M1
139Cresset Asset Management, LLC$2.4M1
140Empyrean Capital Partners, LP$2.3M1
141Walleye Capital LLC$2.3M1
142Vanguard Personalized Indexing Management, LLC$2.2M1
143Advisors Asset Management, Inc.$2.2M1
144YOUSIF CAPITAL MANAGEMENT, LLC$2.1M1
145Mariner, LLC$2.0M1
146MEEDER ASSET MANAGEMENT INC$2.0M1
147KLP KAPITALFORVALTNING AS$2.0M1
148OXFORD ASSET MANAGEMENT LLP$2.0M1
149LAZARD ASSET MANAGEMENT LLC$1.9M1
150LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.9M1
151GROUP ONE TRADING LLC$1.9M1
152HSBC HOLDINGS PLC$1.9M1
153Elo Mutual Pension Insurance Co$1.9M1
154Arizona State Retirement System$1.8M1
155Quantbot Technologies LP$1.8M1
156READYSTATE ASSET MANAGEMENT LP$1.8M1
157Graham Capital Management, L.P.$1.8M1
158COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
159SIERRA SUMMIT ADVISORS LLC$1.7M1
160Vanguard Investments Australia, Ltd.$1.7M1
161Abel Hall, LLC$1.7M1
162S&T BANK/PA$1.7M1
163GUGGENHEIM CAPITAL LLC$1.7M1
164Pathstone Holdings, LLC$1.6M1
165OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
166Diversified Trust Co$1.6M1
167Freestone Capital Holdings, LLC$1.6M1
168INTECH INVESTMENT MANAGEMENT LLC$1.6M1
169Boston Partners$1.6M1
170SEVEN GRAND MANAGERS, LLC$1.6M1
171BTG Pactual Asset Management US LLC$1.5M1
172US BANCORP \DE\$1.5M1
173Sendero Wealth Management, LLC$1.4M1
174STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.4M1
175Aster Capital Management (DIFC) Ltd$1.4M1
176FIRST CITIZENS BANK & TRUST CO$1.3M1
177Envestnet Portfolio Solutions, Inc.$1.2M1
178BALYASNY ASSET MANAGEMENT L.P.$1.2M1
179Weiss Asset Management LP$1.2M1
180Caitong International Asset Management Co., Ltd$1.2M1
181Walleye Trading LLC$1.2M1
182ProShare Advisors LLC$1.2M1
183SMH CAPITAL ADVISORS INC$1.2M1
184WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
185BANK OF MONTREAL /CAN/$1.2M1
186Pictet Asset Management Holding SA$1.1M1
187Waldron Private Wealth LLC$1.1M1
188Unison Advisors LLC$1.1M1
189SAXON INTERESTS, INC.$1.1M1
190Catalyst Capital Advisors LLC$1.1M1
191Maryland State Retirement & Pension System$1.0M1
192Aventail Capital Group, LP$1.0M1
193Legacy Capital Group California, Inc.$974K1
194DRW Securities, LLC$957K1
195Tower Research Capital LLC (TRC)$898K1
196M&T BANK CORP$882K1
197Glenorchy Capital Ltd$881K1
198J.W. COLE ADVISORS, INC.$877K1
199CITADEL ADVISORS LLC$823K1
200MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$808K1
201OSAIC HOLDINGS, INC.$792K1
202PEAK6 LLC$789K1
203Inspire Investing, LLC$782K1
204CHOREO, LLC$767K1
205Sequoia Financial Advisors, LLC$762K1
206Sagewood Asset Management LP$753K1
207IEQ CAPITAL, LLC$739K1
208Caprock Group, LLC$734K1
209XPONANCE LLC$715K1
210Brooklyn Investment Group$656K1
211STATE OF WISCONSIN INVESTMENT BOARD$652K1
212Sippican Capital Advisors$647K1
213CWM, LLC$646K1
214Redwood Wealth Management Group, LLC$643K1
215Kestra Investment Management, LLC$642K1
216CIBC Bancorp USA Inc.$637K1
217Ameritas Investment Partners, Inc.$636K1
218Y-Intercept (Hong Kong) Ltd$636K1
219Compound Planning, Inc.$616K1
220WINTON GROUP Ltd$592K1
221AXQ CAPITAL, LP$584K1
222MANGROVE PARTNERS IM, LLC$572K1
223TCI Wealth Advisors, Inc.$570K1
224CIBC Asset Management Inc$563K1
225Abacus Planning Group, Inc.$542K1
226AlphaCore Capital LLC$540K1
227HighTower Advisors, LLC$539K1
228New Age Alpha Advisors, LLC$525K1
229SIGNATUREFD, LLC$525K1
230DnB Asset Management AS$517K1
231MOODY NATIONAL BANK TRUST DIVISION$514K1
232Jackson Hole Capital Partners, LLC$510K1
233Summit Trail Advisors, LLC$507K1
234GTS SECURITIES LLC$506K1
235Investors Research Corp$487K1
236INVESTMENT ADVISORY SERVICES INC /TX /ADV$481K1
237Tidal Investments LLC$474K1
238PICKERING ENERGY PARTNERS LP$468K1
239Pale Fire Capital SE$458K1
240ELEVATION POINT WEALTH PARTNERS, LLC$457K1
241AIGEN INVESTMENT MANAGEMENT, LP$449K1
242Cambria Investment Management, L.P.$446K1
243Savant Capital, LLC$439K1
244Schonfeld Strategic Advisors LLC$436K1
245EP Wealth Advisors, LLC$431K1
246SAGE RHINO CAPITAL LLC$430K1
247Bridgefront Capital, LLC$430K1
248EVERGREEN CAPITAL MANAGEMENT LLC$429K1
249Quad-Cities Investment Group, LLC$418K1
250Swiss Life Asset Management Ltd$410K1
251Inspire Advisors, LLC$405K1
252PROFUND ADVISORS LLC$401K1
253Range Financial Group LLC$400K1
254BLAIR WILLIAM & CO/IL$395K1
255Moors & Cabot, Inc.$391K1
256Dynamic Technology Lab Private Ltd$381K1
257Gryphon Financial Partners LLC$372K1
258OneDigital Investment Advisors LLC$357K1
259Texas Yale Capital Corp.$348K1
260Kendall Capital Management$336K1
261Allianz Asset Management GmbH$336K1
262Callan Family Office, LLC$333K1
263STIFEL FINANCIAL CORP$326K1
264CWA Asset Management Group, LLC$319K1
265Orion Porfolio Solutions, LLC$317K1
266INTRUST BANK NA$314K1
267Seelaus Asset Management LLC$313K1
268SIMPLEX TRADING, LLC$311K1
269Frec Markets, Inc.$311K1
270HOHIMER WEALTH MANAGEMENT, LLC$301K1
271Amundi$292K1
272JMN Financial LLC$289K1
273JANE STREET GROUP, LLC$288K1
274XTX Topco Ltd$287K1
275Ethic Inc.$287K1
276LMR Partners LLP$286K1
277COMMONWEALTH EQUITY SERVICES, LLC$285K1
278DAVENPORT & Co LLC$285K1
279Total Clarity Wealth Management, Inc.$285K1
280Allspring Global Investments Holdings, LLC$285K1
281Sanctuary Advisors, LLC$284K1
282Private Advisor Group, LLC$283K1
283Post Resch Tallon Group Inc.$281K1
284Laird Norton Wetherby Trust Company, LLC$272K1
285Kingsview Wealth Management, LLC$265K1
286RWC Asset Management LLP$263K1
287Ruggaard & Associates LLC$262K1
288QRG CAPITAL MANAGEMENT, INC.$261K1
289HB Wealth Management, LLC$260K1
290Avantax Planning Partners, Inc.$260K1
291Sterling Capital Management LLC$259K1
292Cullen Capital Management, LLC$256K1
293denkapparat Operations GmbH$251K1
294Verition Fund Management LLC$250K1
295SHELTON CAPITAL MANAGEMENT$245K1
296TWO SIGMA SECURITIES, LLC$244K1
297Ensign Peak Advisors, Inc$238K1
298Crossmark Global Holdings, Inc.$235K1
299Merit Financial Group, LLC$225K1
300CIM INVESTMENT MANAGEMENT INC$223K1
301Worth Venture Partners, LLC$223K1
302Interval Partners, LP$220K1
303VAN DEN BERG MANAGEMENT I, INC$218K1
304Belpointe Asset Management LLC$218K1
305Fortis Capital Advisors, LLC$218K1
306JAMES INVESTMENT RESEARCH, INC.$209K1
307Intrua Financial, LLC$208K1
308Allworth Financial LP$207K1
309CHICAGO TRUST Co NA$207K1
310Virtus Investment Advisers, LLC$202K1
311MCCARTER PRIVATE WEALTH SERVICES LLC$202K1
312NATIONAL BANK OF CANADA /FI/$190K1
313Corient IA LLC$189K1
314EXCHANGE TRADED CONCEPTS, LLC$173K1
315QUADRANT CAPITAL GROUP LLC$168K1
316SBI Securities Co., Ltd.$147K1
317FEDERATED HERMES, INC.$145K1
318Pinnacle Wealth Planning Services, Inc.$138K1
319Rockefeller Capital Management L.P.$128K1
320NOMURA ASSET MANAGEMENT CO LTD$118K1
321UMB Bank, n.a.$107K1
322Arax Advisory Partners$86.3K1
323Legacy Wealth Managment, LLC/ID$84.8K1
324Salomon & Ludwin, LLC$73.9K1
325MAI Capital Management$53.2K1
326Kemnay Advisory Services Inc.$47.6K1
327Ancora Advisors LLC$44.8K1
328Cetera Trust Company, N.A$44.7K1
329Larson Financial Group LLC$40.5K1
330Kilter Group LLC$36.1K1
331Parkside Financial Bank & Trust$35.3K1
332ASSETMARK, INC$35.1K1
333Smartleaf Asset Management LLC$34.7K1
334Valued Wealth Advisors LLC$33.0K1
335Atlantic Union Bankshares Corp$32.9K1
336Center for Financial Planning, Inc.$31.2K1
337NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$29.4K1
338FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$23.4K1
339EASTERN BANK$22.4K1
340Vanguard National Trust Co$20.4K1
341Bell Investment Advisors, Inc$20.3K1
342INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$15.8K1
343Keating Financial Advisory Services, Inc.$15.6K1
344Triumph Capital Management$14.7K1
345Realta Investment Advisors$14.5K1
346MCF Advisors LLC$12.7K1
347Rakuten Securities, Inc.$12.4K1
348Westside Investment Management, Inc.$12.1K1
349Addison Advisors LLC$11.8K1
350BARROW HANLEY MEWHINNEY & STRAUSS LLC$11.3K1
351WealthCollab, LLC$11.0K1
352ELEVATION WEALTH PARTNERS, LLC$9.9K1
353AMERIFLEX GROUP, INC.$9.5K1
354FINANCIAL CONSULATE, INC$9.4K1
355True Wealth Design, LLC$8.8K1
356Owl Creek Wealth Partners LLC$7.6K1
357LSV ASSET MANAGEMENT$7.3K1
358NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.2K1
359ALGERT GLOBAL LLC$6.5K1
360Mitsubishi UFJ Asset Management Co., Ltd.$6.1K1
361THRIVENT FINANCIAL FOR LUTHERANS$6.0K1
362State of Alaska, Department of Revenue$5.9K1
363Tieton Capital Management, LLC$5.9K1
364CANADA LIFE ASSURANCE Co$5.8K1
365Private Wealth Asset Management, LLC$5.4K1
366Prestige Wealth Management Group LLC$4.6K1
367GODSEY & GIBB, INC$4.3K1
368Sachetta, LLC$4.2K1
369Godfrey Financial Associates, Inc.$3.9K1
370CHILTON CAPITAL MANAGEMENT LLC$3.9K1
371PRIVATE TRUST CO NA$3.9K1
372CVA Family Office, LLC$3.8K1
373Private Wealth Management Group, LLC$3.4K1
374South Dakota Investment Council$3.4K1
375FARMERS & MERCHANTS INVESTMENTS INC$3.3K1
376SJS Investment Consulting Inc.$3.2K1
377Transamerica Financial Advisors, LLC$3.0K1
378Mountain Hill Investment Partners Corp.$2.9K1
379Rialto Wealth Management, LLC$2.9K1
380Stone House Investment Management, LLC$2.8K1
381IFM Investors Pty Ltd$2.8K1
382SHP Wealth Management$2.6K1
383Physician Wealth Advisors, Inc.$2.6K1
384AMALGAMATED BANK$2.0K1
385MV CAPITAL MANAGEMENT, INC.$2.0K1
386Manchester Capital Management LLC$1.9K1
387NATIXIS ADVISORS, LLC$1.9K1
388TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.7K1
389Johnson Financial Group, Inc.$1.5K1
390Summit Global Investments$1.4K1
391SouthState Bank Corp$1.3K1
392Vermillion Wealth Management, Inc.$1.2K1
393GILPIN WEALTH MANAGEMENT, LLC$1.2K1
394Vestcor Inc$1.1K1
395Ankerstar Wealth, LLC$1.1K1
396WPG Advisers, LLC$9671
397JFS WEALTH ADVISORS, LLC$9361
398PICTON MAHONEY ASSET MANAGEMENT$9041
399PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$7841
400Retirement Wealth Solutions LLC$7181
401Cromwell Holdings LLC$7171
402Virtu Financial LLC$5771
403Cambridge Investment Research Advisors, Inc.$5691
404CENTRAL TRUST Co$3751
405Cassaday & Co Wealth Management LLC$3431
406Leonteq Securities AG$2811
407FOSTER & MOTLEY INC$2421
408KBC Group NV$2231
409PARK AVENUE SECURITIES LLC$2191
410Abound Wealth Management$2191
411Greenwich Wealth Management LLC$2011
412Signature Equity Partners, LLC$1871
413DekaBank Deutsche Girozentrale$1861
414Quaker Wealth Management, LLC$1561
415HARBOR CAPITAL ADVISORS, INC.$961
416DANSKE BANK A/S$621
417HFM Investment Advisors, LLC$621
418Crewe Advisors LLC$331
419VALLEY NATIONAL ADVISERS INC$231
420Capital Advisors, Ltd. LLC$151
421Avion Wealth$121
422Activest Wealth Management$01
423Jefferies Financial Group Inc.— value not disclosed1
424VANGUARD GROUP INC— value not disclosed1
425TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
426COMERICA BANK— value not disclosed1
427ACADIAN ASSET MANAGEMENT LLC— value not disclosed1
428D. E. Shaw & Co., Inc.— value not disclosed1
429EVERMAY WEALTH MANAGEMENT LLC— value not disclosed1
430TWO SIGMA INVESTMENTS, LP— value not disclosed1
431NATIXIS— value not disclosed1
432CIBC Private Wealth Group LLC— value not disclosed1
433Bridgewater Associates, LP— value not disclosed1
434GSA CAPITAL PARTNERS LLP— value not disclosed1
435PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
436Laurion Capital Management LP— value not disclosed1
437Hudson Bay Capital Management LP— value not disclosed1
438Brevan Howard Capital Management LP— value not disclosed1
439FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
440HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND— value not disclosed1
441VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
442PDT Partners, LLC— value not disclosed1
443Black Maple Capital Management LP— value not disclosed1
444Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
445Point72 Asset Management, L.P.— value not disclosed1
446Engineers Gate Manager LP— value not disclosed1
447Patten Group, Inc.— value not disclosed1
448USA FINANCIAL FORMULAS— value not disclosed1
449Aberdeen Group plc— value not disclosed1
450Neo Ivy Capital Management— value not disclosed1
451Solstein Capital, LLC— value not disclosed1
452Global Retirement Partners, LLC— value not disclosed1
453THOMIST CAPITAL MANAGEMENT, LP— value not disclosed1
454TWINBEECH CAPITAL LP— value not disclosed1
455Woodline Partners LP— value not disclosed1
456Adams Wealth Management— value not disclosed1
457Aquatic Capital Management LLC— value not disclosed1
458INCEPTIONR LLC— value not disclosed1
459State of Wyoming— value not disclosed1
460DV EQUITIES, LLC— value not disclosed1
461EMC Capital Management— value not disclosed1
462Vermillion & White Wealth Management Group, LLC— value not disclosed1
463AlphaQuest LLC— value not disclosed1
464R Squared Ltd— value not disclosed1
465Byrne Asset Management LLC— value not disclosed1
466COMMONS CAPITAL, LLC— value not disclosed1
467SageView Advisory Group, LLC— value not disclosed1
468Dunhill Financial, LLC— value not disclosed1
469Freestone Grove Partners LP— value not disclosed1
470BARTLETT & CO. WEALTH MANAGEMENT LLC— value not disclosed1
471CacheTech Inc.— value not disclosed1
472Jain Global LLC— value not disclosed1
473Bayforest Capital Ltd— value not disclosed1
474VARCOV Co.— value not disclosed1
Truncated by Public Filings. Every one of the 422 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SM

RETAINED WINDOW · ACTIVE HITS

Zero hits on SM in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SM · financials and macro

Financials — as filed PLANNED

SM's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SM on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing