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Funds Holding SM

On this page, we present all of the funds holding SM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SM, with a link to that fund's top holdings. The next columns indicate the amount of SM stock held by each of the funds holding SM, followed by the SM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 376 funds holding SM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BlackRock Inc.. For more details on the positions held by BlackRock Inc. (or by any of the other funds holding SM), click the fund name in the "Holder" column of the funds-holding-SM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.20,179,832$781,363 12/31/2023
     SM20,179,832$781,363 12/31/2023
Vanguard Group Inc.14,337,961$555,166 12/31/2023
     SM14,337,961$555,166 12/31/2023
State Street Corp6,674,610$258,441 12/31/2023
     SM6,674,610$258,441 12/31/2023
Dimensional Fund Advisors LP5,509,379$213,326 12/31/2023
     SM5,509,379$213,326 12/31/2023
JPMorgan Chase & Co.3,636,810$140,817 12/31/2023
     SM3,636,810$140,817 12/31/2023
T. Rowe Price Investment Management Inc.2,977,520$115,290 12/31/2023
     SM2,977,520$115,290 12/31/2023
Frontier Capital Management Co. LLC2,970,472$115,017 12/31/2023
     SM2,970,472$115,017 12/31/2023
Geode Capital Management LLC2,532,947$98,087 12/31/2023
     SM2,532,947$98,087 12/31/2023
Macquarie Group Ltd.2,222,918$86,071 12/31/2023
     SM2,222,918$86,071 12/31/2023
American Century Companies Inc.1,919,768$74,333 12/31/2023
     SM1,919,768$74,333 12/31/2023
River Road Asset Management LLC1,838,975$71,205 12/31/2023
     SM1,838,975$71,205 12/31/2023
Renaissance Technologies LLC1,700,500$65,843 12/31/2023
     SM1,700,500$65,843 12/31/2023
Charles Schwab Investment Management Inc.1,593,103$61,685 12/31/2023
     SM1,593,103$61,685 12/31/2023
Morgan Stanley1,496,202$57,933 12/31/2023
     SM1,496,202$57,933 12/31/2023
Bank of New York Mellon Corp1,397,197$54,099 12/31/2023
     SM1,397,197$54,099 12/31/2023
Northern Trust Corp1,395,042$54,016 12/31/2023
     SM1,395,042$54,016 12/31/2023
Aventail Capital Group LP1,390,797$53,852 12/31/2023
     SM1,390,797$53,852 12/31/2023
Goldman Sachs Group Inc.1,346,941$52,154 12/31/2023
     SM1,346,941$52,154 12/31/2023
Congress Asset Management Co. MA1,021,032$50,898 03/31/2024
     SM1,021,032$50,898 03/31/2024
Westwood Holdings Group Inc.1,293,271$50,075 12/31/2023
     SM1,293,271$50,075 12/31/2023
Invesco Ltd.1,107,193$42,871 12/31/2023
     SM1,107,193$42,871 12/31/2023
First Trust Advisors LP1,077,231$41,710 12/31/2023
     SM1,077,231$41,710 12/31/2023
Ameriprise Financial Inc.1,025,067$39,691 12/31/2023
     SM1,025,067$39,691 12/31/2023
William Blair Investment Management LLC1,010,713$39,135 12/31/2023
     SM1,010,713$39,135 12/31/2023
Palisade Capital Management LLC NJ988,723$38,283 12/31/2023
     SM988,723$38,283 12/31/2023
Channing Capital Management LLC932,435$36,104 12/31/2023
     SM932,435$36,104 12/31/2023
Allspring Global Investments Holdings LLC751,453$29,096 12/31/2023
     SM751,453$29,096 12/31/2023
GW&K Investment Management LLC685,056$26,526 12/31/2023
     SM685,056$26,526 12/31/2023
SIR Capital Management L.P.667,600$25,849 12/31/2023
     SM667,600$25,849 12/31/2023
Nuveen Asset Management LLC642,443$24,875 12/31/2023
     SM642,443$24,875 12/31/2023
Price T Rowe Associates Inc. MD639,668$24,769 12/31/2023
     SM639,668$24,769 12/31/2023
Wedge Capital Management L L P NC629,627$24,379 12/31/2023
     SM629,627$24,379 12/31/2023
Principal Financial Group Inc.606,466$23,482 12/31/2023
     SM606,466$23,482 12/31/2023
Tributary Capital Management LLC574,120$22,230 12/31/2023
     SM574,120$22,230 12/31/2023
Bank of America Corp DE536,297$20,765 12/31/2023
     SM536,297$20,765 12/31/2023
Wellington Management Group LLP511,420$19,802 12/31/2023
     SM511,420$19,802 12/31/2023
D. E. Shaw & Co. Inc. $18,790 12/31/2023
     SM590,084$22,848 12/31/2023
     Put104,800$4,058 12/31/2023
Standard Life Aberdeen plc466,012$18,044 12/31/2023
     SM466,012$18,044 12/31/2023
Prudential Financial Inc.462,189$17,896 12/31/2023
     SM462,189$17,896 12/31/2023
Millennium Management LLC $16,643 12/31/2023
     SM494,741$19,156 12/31/2023
     Put64,900$2,513 12/31/2023
Rhumbline Advisers415,781$16,099 12/31/2023
     SM415,781$16,099 12/31/2023
Envestnet Asset Management Inc.396,291$15,344 12/31/2023
     SM396,291$15,344 12/31/2023
Glenmede Trust Co. NA389,368$15,076 12/31/2023
     SM389,368$15,076 12/31/2023
FMR LLC389,177$15,069 12/31/2023
     SM389,177$15,069 12/31/2023
Legal & General Group Plc382,540$14,812 12/31/2023
     SM382,540$14,812 12/31/2023
Oslo Asset Management AS350,108$13,556 12/31/2023
     SM350,108$13,556 12/31/2023
Bank of Montreal Can $13,088 12/31/2023
     Call323,000$12,629 12/31/2023
     SM32,842$1,284 12/31/2023
     Put21,100$825 12/31/2023
Brandywine Global Investment Management LLC317,931$12,310 12/31/2023
     SM317,931$12,310 12/31/2023
Susquehanna International Group LLP $11,062 12/31/2023
     SM307,784$11,917 12/31/2023
     Put120,900$4,681 12/31/2023
     Call98,800$3,826 12/31/2023
Barclays PLC276,213$10,695 12/31/2023
     SM276,213$10,695 12/31/2023
Mackenzie Financial Corp276,048$10,689 12/31/2023
     SM276,048$10,689 12/31/2023
Hodges Capital Management Inc.211,196$10,528 03/31/2024
     SM211,196$10,528 03/31/2024
Baird Financial Group Inc.265,502$10,280 12/31/2023
     SM265,502$10,280 12/31/2023
Alyeska Investment Group L.P.261,803$10,137 12/31/2023
     SM261,803$10,137 12/31/2023
Algert Global LLC259,206$10,036 12/31/2023
     SM259,206$10,036 12/31/2023
BNP Paribas Arbitrage SA245,272$9,497 12/31/2023
     SM245,272$9,497 12/31/2023
Thrivent Financial for Lutherans243,650$9,434 12/31/2023
     SM243,650$9,434 12/31/2023
Public Sector Pension Investment Board241,372$9,346 12/31/2023
     SM241,372$9,346 12/31/2023
Cambria Investment Management L.P.240,241$9,302 12/31/2023
     SM240,241$9,302 12/31/2023
Swiss National Bank233,900$9,057 12/31/2023
     SM233,900$9,057 12/31/2023
Pekin Hardy Strauss Inc.225,991$8,750 12/31/2023
     SM225,991$8,750 12/31/2023
California Public Employees Retirement System222,674$8,622 12/31/2023
     SM222,674$8,622 12/31/2023
Alliancebernstein L.P.219,862$8,513 12/31/2023
     SM219,862$8,513 12/31/2023
Assenagon Asset Management S.A.209,641$8,117 12/31/2023
     SM209,641$8,117 12/31/2023
Rafferty Asset Management LLC198,380$7,681 12/31/2023
     SM198,380$7,681 12/31/2023
Citigroup Inc.192,669$7,460 12/31/2023
     SM192,669$7,460 12/31/2023
Point72 Asset Management L.P.190,498$7,376 12/31/2023
     SM190,498$7,376 12/31/2023
Eagle Asset Management Inc.186,440$7,219 12/31/2023
     SM186,440$7,219 12/31/2023
Deutsche Bank AG186,061$7,204 12/31/2023
     SM186,061$7,204 12/31/2023
Allianz Asset Management GmbH184,762$7,154 12/31/2023
     SM184,762$7,154 12/31/2023
Comerica Bank184,470$7,143 12/31/2023
     SM184,470$7,143 12/31/2023
Evoke Wealth LLC182,890$7,082 12/31/2023
     SM182,890$7,082 12/31/2023
Silver Point Capital L.P.182,700$7,074 12/31/2023
     SM182,700$7,074 12/31/2023
Arrowstreet Capital Limited Partnership179,598$6,954 12/31/2023
     SM179,598$6,954 12/31/2023
New York State Teachers Retirement System178,696$6,919 12/31/2023
     SM178,696$6,919 12/31/2023
Twin Tree Management LP $6,811 12/31/2023
     Call196,700$7,616 12/31/2023
     Put20,800$805 12/31/2023
Kennedy Capital Management Inc.173,080$6,702 12/31/2023
     SM173,080$6,702 12/31/2023
Raymond James & Associates160,859$6,228 12/31/2023
     SM160,859$6,228 12/31/2023
RE Advisers Corp153,300$5,936 12/31/2023
     SM153,300$5,936 12/31/2023
Federated Hermes Inc.151,869$5,880 12/31/2023
     SM151,869$5,880 12/31/2023
UBS Group AG151,136$5,852 12/31/2023
     SM151,136$5,852 12/31/2023
Mariner LLC150,626$5,832 12/31/2023
     SM150,626$5,832 12/31/2023
Putnam Investments LLC147,311$5,704 12/31/2023
     SM147,311$5,704 12/31/2023
Capital Fund Management S.A. $5,558 12/31/2023
     SM137,419$5,321 12/31/2023
     Call27,700$1,073 12/31/2023
     Put21,600$836 12/31/2023
LSP Investment Advisors LLC133,406$5,165 12/31/2023
     SM133,406$5,165 12/31/2023
Nisa Investment Advisors LLC127,935$4,954 12/31/2023
     SM127,935$4,954 12/31/2023
Russell Investments Group Ltd.127,678$4,944 12/31/2023
     SM127,678$4,944 12/31/2023
Credit Suisse AG125,998$4,879 12/31/2023
     SM125,998$4,879 12/31/2023
California State Teachers Retirement System125,182$4,847 12/31/2023
     SM125,182$4,847 12/31/2023
ExodusPoint Capital Management LP115,473$4,471 12/31/2023
     SM115,473$4,471 12/31/2023
Miller Howard Investments Inc. NY88,118$4,393 03/31/2024
     SM88,118$4,393 03/31/2024
UBS Asset Management Americas Inc.107,435$4,160 12/31/2023
     SM107,435$4,160 12/31/2023
Wells Fargo & Company MN106,460$4,122 12/31/2023
     SM106,460$4,122 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund106,000$4,104 12/31/2023
     SM106,000$4,104 12/31/2023
1492 Capital Management LLC105,287$4,077 12/31/2023
     SM105,287$4,077 12/31/2023
Public Employees Retirement System of Ohio102,971$3,987 12/31/2023
     SM102,971$3,987 12/31/2023
Texas Permanent School Fund102,582$3,972 12/31/2023
     SM102,582$3,972 12/31/2023
Victory Capital Management Inc.99,334$3,846 12/31/2023
     SM99,334$3,846 12/31/2023
Great West Life Assurance Co. Can98,303$3,801 12/31/2023
     SM98,303$3,801 12/31/2023
First Eagle Investment Management LLC97,003$3,756 12/31/2023
     SM97,003$3,756 12/31/2023
Group One Trading L.P. $3,752 12/31/2023
     Call104,000$4,027 12/31/2023
     Put7,100$275 12/31/2023
Tanglewood Legacy Advisors LLC74,323$3,705 03/31/2024
     SM74,323$3,705 03/31/2024
Illinois Municipal Retirement Fund95,399$3,694 12/31/2023
     SM95,399$3,694 12/31/2023
Schwerin Boyle Capital Management Inc.95,000$3,678 12/31/2023
     SM95,000$3,678 12/31/2023
PDT Partners LLC93,764$3,631 12/31/2023
     SM93,764$3,631 12/31/2023
Voya Investment Management LLC90,181$3,492 12/31/2023
     SM90,181$3,492 12/31/2023
Townsquare Capital LLC89,946$3,483 12/31/2023
     SM89,946$3,483 12/31/2023
Colony Group LLC89,854$3,479 12/31/2023
     SM89,854$3,479 12/31/2023
Two Sigma Advisers LP89,100$3,450 12/31/2023
     SM89,100$3,450 12/31/2023
Empowered Funds LLC87,763$3,398 12/31/2023
     SM87,763$3,398 12/31/2023
Connors Investor Services Inc.85,704$3,318 12/31/2023
     SM85,704$3,318 12/31/2023
Citadel Advisors LLC $3,298 12/31/2023
     Call169,600$6,567 12/31/2023
     Put128,700$4,983 12/31/2023
     SM44,265$1,714 12/31/2023
Franklin Resources Inc.84,661$3,278 12/31/2023
     SM84,661$3,278 12/31/2023
AQR Capital Management LLC82,313$3,187 12/31/2023
     SM82,313$3,187 12/31/2023
Magnetar Financial LLC81,617$3,160 12/31/2023
     SM81,617$3,160 12/31/2023
Congress Wealth Management LLC DE 81,107$3,140 12/31/2023
     SM81,107$3,140 12/31/2023
Clark Estates Inc. NY80,800$3,129 12/31/2023
     SM80,800$3,129 12/31/2023
Jacobs Levy Equity Management Inc.79,491$3,078 12/31/2023
     SM79,491$3,078 12/31/2023
Ethic Inc.79,053$3,061 12/31/2023
     SM79,053$3,061 12/31/2023
Verdence Capital Advisors LLC78,729$3,048 12/31/2023
     SM78,729$3,048 12/31/2023
Jump Financial LLC77,262$2,992 12/31/2023
     SM77,262$2,992 12/31/2023
Two Sigma Investments LP75,292$2,915 12/31/2023
     SM75,292$2,915 12/31/2023
Quantedge Capital Pte Ltd74,000$2,865 12/31/2023
     SM74,000$2,865 12/31/2023
State of New Jersey Common Pension Fund D72,718$2,816 12/31/2023
     SM72,718$2,816 12/31/2023
Royal Bank of Canada72,315$2,800 12/31/2023
     SM72,315$2,800 12/31/2023
TD Asset Management Inc.71,800$2,780 12/31/2023
     SM71,800$2,780 12/31/2023
State of Alaska Department of Revenue71,557$2,770 12/31/2023
     SM71,557$2,770 12/31/2023
State of Tennessee Treasury Department71,359$2,763 12/31/2023
     SM71,359$2,763 12/31/2023
First National Bank of Omaha66,209$2,564 12/31/2023
     SM66,209$2,564 12/31/2023
American International Group Inc.64,263$2,488 12/31/2023
     SM64,263$2,488 12/31/2023
Pearl River Capital LLC63,886$2,474 12/31/2023
     SM63,886$2,474 12/31/2023
Dfpg Investments LLC62,801$2,471 12/31/2023
     SM62,801$2,471 12/31/2023
Mirae Asset Global Investments Co. Ltd.62,164$2,407 12/31/2023
     SM62,164$2,407 12/31/2023
The Manufacturers Life Insurance Company 61,683$2,388 12/31/2023
     SM61,683$2,388 12/31/2023
MetLife Investment Management LLC61,367$2,376 12/31/2023
     SM61,367$2,376 12/31/2023
Truist Financial Corp61,237$2,371 12/31/2023
     SM61,237$2,371 12/31/2023
Sendero Wealth Management LLC46,008$2,293 03/31/2024
     SM46,008$2,293 03/31/2024
AXA S.A.59,177$2,291 12/31/2023
     SM59,177$2,291 12/31/2023
Mercer Global Advisors Inc. ADV59,153$2,290 12/31/2023
     SM59,153$2,290 12/31/2023
Yousif Capital Management LLC58,798$2,277 12/31/2023
     SM58,798$2,277 12/31/2023
Louisiana State Employees Retirement System58,200$2,254 12/31/2023
     SM58,200$2,254 12/31/2023
Janus Henderson Group PLC58,099$2,249 12/31/2023
     SM58,099$2,249 12/31/2023
CI Private Wealth LLC57,294$2,218 12/31/2023
     SM57,294$2,218 12/31/2023
CSS LLC IL57,000$2,207 12/31/2023
     SM57,000$2,207 12/31/2023
Hsbc Holdings PLC56,367$2,196 12/31/2023
     SM56,367$2,196 12/31/2023
Sei Investments Co.56,469$2,186 12/31/2023
     SM56,469$2,186 12/31/2023
Insight Wealth Strategies LLC43,659$2,176 03/31/2024
     SM43,659$2,176 03/31/2024
US Bancorp DE52,651$2,039 12/31/2023
     SM52,651$2,039 12/31/2023
Cresset Asset Management LLC51,629$1,999 12/31/2023
     SM51,629$1,999 12/31/2023
Viking Fund Management LLC40,000$1,994 03/31/2024
     SM40,000$1,994 03/31/2024
Voloridge Investment Management LLC47,576$1,842 12/31/2023
     SM47,576$1,842 12/31/2023
Clark Capital Management Group Inc.46,500$1,800 12/31/2023
     SM46,500$1,800 12/31/2023
Natixis Advisors L.P.46,029$1,782 12/31/2023
     SM46,029$1,782 12/31/2023
Ensign Peak Advisors Inc44,710$1,731 12/31/2023
     SM44,710$1,731 12/31/2023
Amalgamated Bank43,918$1,701 12/31/2023
     SM43,918$1,701 12/31/2023
Cerity Partners LLC43,450$1,682 12/31/2023
     SM43,450$1,682 12/31/2023
Maryland State Retirement & Pension System42,273$1,637 12/31/2023
     SM42,273$1,637 12/31/2023
Teacher Retirement System of Texas42,072$1,629 12/31/2023
     SM42,072$1,629 12/31/2023
Ellevest Inc.41,522$1,608 12/31/2023
     SM41,522$1,608 12/31/2023
Adams Wealth Management41,469$1,606 12/31/2023
     SM41,469$1,606 12/31/2023
Teachers Retirement System of The State of Kentucky39,756$1,539 12/31/2023
     SM39,756$1,539 12/31/2023
Zacks Investment Management39,058$1,512 12/31/2023
     SM39,058$1,512 12/31/2023
TCI Wealth Advisors Inc.38,898$1,506 12/31/2023
     SM38,898$1,506 12/31/2023
Kingsview Wealth Management LLC38,458$1,489 12/31/2023
     SM38,458$1,489 12/31/2023
Orion Portfolio Solutions LLC37,843$1,445 12/31/2023
     SM37,843$1,445 12/31/2023
Teza Capital Management LLC37,248$1,442 12/31/2023
     SM37,248$1,442 12/31/2023
Pathstone Holdings LLC37,032$1,434 12/31/2023
     SM37,032$1,434 12/31/2023
Toroso Investments LLC36,450$1,411 12/31/2023
     SM36,450$1,411 12/31/2023
Connor Clark & Lunn Investment Management Ltd.35,691$1,382 12/31/2023
     SM35,691$1,382 12/31/2023
Waldron Private Wealth LLC35,516$1,375 12/31/2023
     SM35,516$1,375 12/31/2023
Flat Footed LLC35,406$1,371 12/31/2023
     SM35,406$1,371 12/31/2023
State Board of Administration of Florida Retirement System34,287$1,328 12/31/2023
     SM34,287$1,328 12/31/2023
Oregon Public Employees Retirement Fund34,006$1,317 12/31/2023
     SM34,006$1,317 12/31/2023
Arizona State Retirement System33,173$1,284 12/31/2023
     SM33,173$1,284 12/31/2023
Jane Street Group LLC $1,240 12/31/2023
     SM46,237$1,790 12/31/2023
     Put31,100$1,204 12/31/2023
     Call16,900$654 12/31/2023
Ironwood Investment Management LLC31,690$1,227 12/31/2023
     SM31,690$1,227 12/31/2023
Trexquant Investment LP31,068$1,203 12/31/2023
     SM31,068$1,203 12/31/2023
State of Wisconsin Investment Board30,593$1,185 12/31/2023
     SM30,593$1,185 12/31/2023
CoreCommodity Management LLC30,425$1,178 12/31/2023
     SM30,425$1,178 12/31/2023
Canada Pension Plan Investment Board30,200$1,169 12/31/2023
     SM30,200$1,169 12/31/2023
GTS Securities LLC $1,158 12/31/2023
     Call29,900$1,158 12/31/2023
Entropy Technologies LP29,747$1,152 12/31/2023
     SM29,747$1,152 12/31/2023
Quantitative Investment Management LLC29,194$1,130 12/31/2023
     SM29,194$1,130 12/31/2023
Creative Planning28,833$1,116 12/31/2023
     SM28,833$1,116 12/31/2023
Holocene Advisors LP28,604$1,108 12/31/2023
     SM28,604$1,108 12/31/2023
Panagora Asset Management Inc.27,488$1,064 12/31/2023
     SM27,488$1,064 12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank 26,471$1,025 12/31/2023
     SM26,471$1,025 12/31/2023
CX Institutional20,459$1,020 03/31/2024
     SM20,459$1,020 03/31/2024
Commonwealth of Pennsylvania Public School Empls Retrmt SYS25,100$972 12/31/2023
     SM25,100$972 12/31/2023
Walleye Trading LLC $956 12/31/2023
     Call41,100$1,591 12/31/2023
     Put16,400$635 12/31/2023
The PNC Financial Services Group Inc.24,401$945 12/31/2023
     SM24,401$945 12/31/2023
Strs Ohio24,300$940 12/31/2023
     SM24,300$940 12/31/2023
Exchange Traded Concepts LLC18,840$939 03/31/2024
     SM18,840$939 03/31/2024
JustInvest LLC23,931$927 12/31/2023
     SM23,931$927 12/31/2023
Man Group plc23,821$922 12/31/2023
     SM23,821$922 12/31/2023
Everence Capital Management Inc.22,970$889 12/31/2023
     SM22,970$889 12/31/2023
ProShare Advisors LLC22,163$858 12/31/2023
     SM22,163$858 12/31/2023
Seven Eight Capital LP21,992$852 12/31/2023
     SM21,992$852 12/31/2023
LSV Asset Management21,900$848 12/31/2023
     SM21,900$848 12/31/2023
Lazard Asset Management LLC21,611$836 12/31/2023
     SM21,611$836 12/31/2023
Guggenheim Capital LLC21,513$833 12/31/2023
     SM21,513$833 12/31/2023
Energy Income Partners LLC21,471$831 12/31/2023
     SM21,471$831 12/31/2023
Verition Fund Management LLC21,393$828 12/31/2023
     SM21,393$828 12/31/2023
Hussman Strategic Advisors Inc.21,000$813 12/31/2023
     SM21,000$813 12/31/2023
Blackstone Group Inc20,371$789 12/31/2023
     SM20,371$789 12/31/2023
Mutual of America Capital Management LLC20,358$788 12/31/2023
     SM20,358$788 12/31/2023
Moody National Bank Trust Division15,000$748 03/31/2024
     SM15,000$748 03/31/2024
Mitsubishi UFJ Trust & Banking Corp19,201$743 12/31/2023
     SM19,201$743 12/31/2023
Sea Otter Advisors LLC $736 12/31/2023
     Call19,000$736 12/31/2023
Martingale Asset Management L P18,091$700 12/31/2023
     SM18,091$700 12/31/2023
Tower Research Capital LLC TRC 17,932$694 12/31/2023
     SM17,932$694 12/31/2023
Sippican Capital Advisors17,600$681 12/31/2023
     SM17,600$681 12/31/2023
Boston Partners17,541$679 12/31/2023
     SM17,541$679 12/31/2023
LPL Financial LLC17,470$676 12/31/2023
     SM17,470$676 12/31/2023
Summit Global Investments16,958$657 12/31/2023
     SM16,958$657 12/31/2023
Balyasny Asset Management LLC16,655$645 12/31/2023
     SM16,655$645 12/31/2023
Public Employees Retirement Association of Colorado16,266$630 12/31/2023
     SM16,266$630 12/31/2023
Captrust Financial Advisors15,015$581 12/31/2023
     SM15,015$581 12/31/2023
Trust Point Inc.14,040$544 12/31/2023
     SM14,040$544 12/31/2023
Cornerstone Investment Partners LLC13,967$541 12/31/2023
     SM13,967$541 12/31/2023
Mount Yale Investment Advisors LLC13,896$538 12/31/2023
     SM13,896$538 12/31/2023
First Trust Investment Solutions L.P.13,896$538 12/31/2023
     SM13,896$538 12/31/2023
Tocqueville Asset Management L.P.13,700$530 12/31/2023
     SM13,700$530 12/31/2023
Quadrature Capital Ltd13,695$530 12/31/2023
     SM13,695$530 12/31/2023
Advisor Group Holdings Inc.13,639$529 12/31/2023
     SM13,639$529 12/31/2023
Dark Forest Capital Management LP13,370$518 12/31/2023
     SM13,370$518 12/31/2023
Park Avenue Securities LLC10,305$514 03/31/2024
     SM10,305$514 03/31/2024
Pictet Asset Management Holding SA13,262$514 12/31/2023
     SM13,262$514 12/31/2023
Advantage Alpha Capital Partners LP13,009$504 12/31/2023
     SM13,009$504 12/31/2023
Pitcairn Co.12,857$498 12/31/2023
     SM12,857$498 12/31/2023
Ellsworth Advisors LLC9,717$493 03/31/2024
     SM9,717$493 03/31/2024
Ameritas Investment Partners Inc.11,926$462 12/31/2023
     SM11,926$462 12/31/2023
Capital Counsel LLC NY11,905$461 12/31/2023
     SM11,905$461 12/31/2023
Empirical Finance LLC11,713$454 12/31/2023
     SM11,713$454 12/31/2023
Kestra Advisory Services LLC11,534$447 12/31/2023
     SM11,534$447 12/31/2023
Oppenheimer Asset Management Inc.11,524$446 12/31/2023
     SM11,524$446 12/31/2023
Los Angeles Capital Management & Equity Research Inc.8,868$442 03/31/2024
     SM8,868$442 03/31/2024
Gotham Asset Management LLC11,390$441 12/31/2023
     SM11,390$441 12/31/2023
Texas Yale Capital Corp.11,169$432 12/31/2023
     SM11,169$432 12/31/2023
Meritage Portfolio Management11,104$430 12/31/2023
     SM11,104$430 12/31/2023
Envestnet Portfolio Solutions Inc.10,907$422 12/31/2023
     SM10,907$422 12/31/2023
Caxton Associates LP10,843$420 12/31/2023
     SM10,843$420 12/31/2023
CFM Wealth Partners LLC8,209$409 03/31/2024
     SM8,209$409 03/31/2024
PEAK6 Investments LLC $398 12/31/2023
     SM11,774$456 12/31/2023
     Put1,600$62 12/31/2023
     Call100$4 12/31/2023
Azzad Asset Management Inc. ADV10,180$394 12/31/2023
     SM10,180$394 12/31/2023
GSA Capital Partners LLP10,188$394 12/31/2023
     SM10,188$394 12/31/2023
HighTower Advisors LLC10,110$393 12/31/2023
     SM10,110$393 12/31/2023
American Trust10,043$389 12/31/2023
     SM10,043$389 12/31/2023
Engineers Gate Manager LP10,024$388 12/31/2023
     SM10,024$388 12/31/2023
CWM Advisors LLC9,877$382 12/31/2023
     SM9,877$382 12/31/2023
AdvisorShares Investments LLC9,772$378 12/31/2023
     SM9,772$378 12/31/2023
Bailard Inc.9,700$376 12/31/2023
     SM9,700$376 12/31/2023
Black Maple Capital Management LP9,500$368 12/31/2023
     SM9,500$368 12/31/2023
Cim Investment Mangement Inc.9,388$364 12/31/2023
     SM9,388$364 12/31/2023
MML Investors Services LLC9,193$356 12/31/2023
     SM9,193$356 12/31/2023
Vident Advisory LLC9,173$355 12/31/2023
     SM9,173$355 12/31/2023
Vestcor Inc8,843$342 12/31/2023
     SM8,843$342 12/31/2023
Shell Asset Management Co.8,767$339 12/31/2023
     SM8,767$339 12/31/2023
Janney Montgomery Scott LLC8,621$334 12/31/2023
     SM8,621$334 12/31/2023
Neuberger Berman Group LLC8,560$331 12/31/2023
     SM8,560$331 12/31/2023
TFO TDC LLC8,484$329 12/31/2023
     SM8,484$329 12/31/2023
Stifel Financial Corp8,453$327 12/31/2023
     SM8,453$327 12/31/2023
CAPROCK Group Inc.8,408$326 12/31/2023
     SM8,408$326 12/31/2023
Paragon Capital Management Ltd6,463$322 03/31/2024
     SM6,463$322 03/31/2024
WINTON GROUP Ltd8,233$319 12/31/2023
     SM8,233$319 12/31/2023
Alps Advisors Inc.7,889$305 12/31/2023
     SM7,889$305 12/31/2023
Crossmark Global Holdings Inc.7,858$304 12/31/2023
     SM7,858$304 12/31/2023
Petrus Trust Company LTA7,725$299 12/31/2023
     SM7,725$299 12/31/2023
Meridian Wealth Advisors LLC7,720$299 12/31/2023
     SM7,720$299 12/31/2023
KLR Investment Advisors LLC7,208$279 12/31/2023
     SM7,208$279 12/31/2023
GAMMA Investing LLC5,568$278 03/31/2024
     SM5,568$278 03/31/2024
Xponance Inc.7,183$278 12/31/2023
     SM7,183$278 12/31/2023
Profund Advisors LLC6,999$271 12/31/2023
     SM6,999$271 12/31/2023
Lido Advisors LLC6,894$267 12/31/2023
     SM6,894$267 12/31/2023
Verity Asset Management Inc.6,798$263 12/31/2023
     SM6,798$263 12/31/2023
Quadrant Capital Group LLC6,782$263 12/31/2023
     SM6,782$263 12/31/2023
Heritage Wealth Management LLC6,794$263 12/31/2023
     SM6,794$263 12/31/2023
Metropolitan Life Insurance Co NY6,708$260 12/31/2023
     SM6,708$260 12/31/2023
AlphaMark Advisors LLC6,656$258 12/31/2023
     SM6,656$258 12/31/2023
CI Investments Inc.6,607$256 12/31/2023
     SM6,607$256 12/31/2023
QRG Capital Management Inc.6,336$245 12/31/2023
     SM6,336$245 12/31/2023
CBOE Vest Financial LLC6,314$244 12/31/2023
     SM6,314$244 12/31/2023
Blair William & Co. IL6,250$242 12/31/2023
     SM6,250$242 12/31/2023
Neo Ivy Capital Management6,078$235 12/31/2023
     SM6,078$235 12/31/2023
Readystate Asset Management LP5,953$230 12/31/2023
     SM5,953$230 12/31/2023
CIBC Private Wealth Group LLC5,872$227 12/31/2023
     SM5,872$227 12/31/2023
Cetera Advisor Networks LLC5,853$227 12/31/2023
     SM5,853$227 12/31/2023
DekaBank Deutsche Girozentrale5,738$223 12/31/2023
     SM5,738$223 12/31/2023
Sequoia Financial Advisors LLC5,731$222 12/31/2023
     SM5,731$222 12/31/2023
Bridgefront Capital LLC5,600$217 12/31/2023
     SM5,600$217 12/31/2023
Foundry Partners LLC5,580$216 12/31/2023
     SM5,580$216 12/31/2023
Shelton Capital Management5,416$210 12/31/2023
     SM5,416$210 12/31/2023
King Luther Capital Management Corp5,304$205 12/31/2023
     SM5,304$205 12/31/2023
Aaron Wealth Advisors5,275$204 12/31/2023
     SM5,275$204 12/31/2023
Ballentine Partners LLC4,071$203 03/31/2024
     SM4,071$203 03/31/2024
Auxier Asset Management5,240$203 12/31/2023
     SM5,240$203 12/31/2023
DGS Capital Management LLC4,019$200 03/31/2024
     SM4,019$200 03/31/2024
United Capital Financial Advisers LLC5,175$200 12/31/2023
     SM5,175$200 12/31/2023
Kapitalo Investimentos Ltda4,049$157 12/31/2023
     SM4,049$157 12/31/2023
CWM LLC2,544$127 03/31/2024
     SM2,544$127 03/31/2024
GWM Advisors LLC3,258$126 12/31/2023
     SM3,258$126 12/31/2023
Signaturefd LLC2,966$115 12/31/2023
     SM2,966$115 12/31/2023
KBC Group NV2,901$112 12/31/2023
     SM2,901$112 12/31/2023
Stonehage Fleming Financial Services Holdings Ltd2,670$103 12/31/2023
     SM2,670$103 12/31/2023
Cutler Group LP $89 12/31/2023
     SM2,301$89 12/31/2023
     Put400$0 12/31/2023
     Call3,100$0 12/31/2023
NBC Securities Inc.1,751$87 03/31/2024
     SM1,751$87 03/31/2024
SYSTM Wealth Solutions LLC1,599$62 12/31/2023
     SM1,599$62 12/31/2023
EverSource Wealth Advisors LLC1,567$61 12/31/2023
     SM1,567$61 12/31/2023
First Horizon Advisors Inc.1,469$57 12/31/2023
     SM1,469$57 12/31/2023
Bartlett & Co. LLC1,400$55 12/31/2023
     SM1,400$55 12/31/2023
Bartlett & CO. Wealth Management LLC1,400$55 12/31/2023
     SM1,400$55 12/31/2023
Parallel Advisors LLC1,281$50 12/31/2023
     SM1,281$50 12/31/2023
West Tower Group LLC1,287$50 12/31/2023
     SM1,287$50 12/31/2023
Penserra Capital Management LLC1,188$45 12/31/2023
     SM1,188$45 12/31/2023
McGlone Suttner Wealth Management Inc.1,052$41 12/31/2023
     SM1,052$41 12/31/2023
Global Wealth Strategies & Associates759$38 03/31/2024
     SM759$38 03/31/2024
Nomura Asset Management Co. Ltd.990$38 12/31/2023
     SM990$38 12/31/2023
Fifth Third Bancorp841$33 12/31/2023
     SM841$33 12/31/2023
Byrne Asset Management LLC700$28 12/31/2023
     SM700$28 12/31/2023
Massmutual Trust Co. FSB ADV532$27 03/31/2024
     SM532$27 03/31/2024
Larson Financial Group LLC680$26 12/31/2023
     SM680$26 12/31/2023
Register Financial Advisors LLC500$25 03/31/2024
     SM500$25 03/31/2024
Principal Securities Inc.630$24 12/31/2023
     SM630$24 12/31/2023
Coppell Advisory Solutions LLC626$24 12/31/2023
     SM626$24 12/31/2023
Northwestern Mutual Wealth Management Co.600$23 12/31/2023
     SM600$23 12/31/2023
UMB Bank N A MO497$19 12/31/2023
     SM497$19 12/31/2023
Rise Advisors LLC355$18 03/31/2024
     SM355$18 03/31/2024
Covestor Ltd410$16 12/31/2023
     SM410$16 12/31/2023
Fortitude Family Office LLC293$15 03/31/2024
     SM293$15 03/31/2024
Lindbrook Capital LLC375$15 12/31/2023
     SM375$15 12/31/2023
Planning Capital Management Corp399$15 12/31/2023
     SM399$15 12/31/2023
Huntington National Bank357$14 12/31/2023
     SM357$14 12/31/2023
Raleigh Capital Management Inc.368$14 12/31/2023
     SM368$14 12/31/2023
Cypress Capital Management LLC WY 310$12 12/31/2023
     SM310$12 12/31/2023
Private Trust Co. NA274$11 12/31/2023
     SM274$11 12/31/2023
Farther Finance Advisors LLC253$10 12/31/2023
     SM253$10 12/31/2023
Allworth Financial LP244$9 12/31/2023
     SM244$9 12/31/2023
Point72 Europe London LLP243$9 12/31/2023
     SM243$9 12/31/2023
LGT Financial Advisors LLC231$9 12/31/2023
     SM231$9 12/31/2023
EntryPoint Capital LLC223$9 12/31/2023
     SM223$9 12/31/2023
WealthCollab LLC225$9 12/31/2023
     SM225$9 12/31/2023
Bessemer Group Inc.209$8 12/31/2023
     SM209$8 12/31/2023
Lee Financial Co185$7 12/31/2023
     SM185$7 12/31/2023
IFP Advisors Inc182$7 12/31/2023
     SM182$7 12/31/2023
Steward Partners Investment Advisory LLC150$6 12/31/2023
     SM150$6 12/31/2023
First Financialcorp IN97$5 03/31/2024
     SM97$5 03/31/2024
Richardson Financial Services Inc.131$5 12/31/2023
     SM131$5 12/31/2023
Mitsubishi UFJ Kokusai Asset Management Co. Ltd.98$4 12/31/2023
     SM98$4 12/31/2023
Macroview Investment Management LLC110$4 12/31/2023
     SM110$4 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC102$4 12/31/2023
     SM102$4 12/31/2023
Hexagon Capital Partners LLC93$4 12/31/2023
     SM93$4 12/31/2023
Bell Investment Advisors Inc95$4 12/31/2023
     SM95$4 12/31/2023
AdvisorNet Financial Inc58$3 03/31/2024
     SM58$3 03/31/2024
Farmers & Merchants Investments Inc.87$3 12/31/2023
     SM87$3 12/31/2023
JFS Wealth Advisors LLC79$3 12/31/2023
     SM79$3 12/31/2023
Advisory Services Network LLC90$3 12/31/2023
     SM90$3 12/31/2023
Global Retirement Partners LLC90$3 12/31/2023
     SM90$3 12/31/2023
Cape Investment Advisory Inc.80$3 12/31/2023
     SM80$3 12/31/2023
Plato Investment Management Ltd81$3 12/31/2023
     SM81$3 12/31/2023
Proequities Inc. $2 12/31/2023
     SM46$2 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
     NOTE 10$0 12/31/2023
Valley National Advisers Inc.40$2 12/31/2023
     SM40$2 12/31/2023
Assetmark Inc.57$2 12/31/2023
     SM57$2 12/31/2023
Glassman Wealth Services57$2 12/31/2023
     SM57$2 12/31/2023
Quent Capital LLC53$2 12/31/2023
     SM53$2 12/31/2023
Private Wealth Management Group LLC60$2 12/31/2023
     SM60$2 12/31/2023
ClariVest Asset Management LLC18$1 12/31/2023
     SM18$1 12/31/2023
Parkside Financial Bank & Trust28$1 12/31/2023
     SM28$1 12/31/2023
Prestige Wealth Management Group LLC17$1 12/31/2023
     SM17$1 12/31/2023
Avion Wealth37$1 12/31/2023
     SM37$1 12/31/2023
Archer Investment Corp20$1 12/31/2023
     SM20$1 12/31/2023
SJS Investment Consulting Inc.28$1 12/31/2023
     SM28$1 12/31/2023
RFP Financial Group LLC25$1 12/31/2023
     SM25$1 12/31/2023
Gradient Investments LLC7$0 12/31/2023
     SM7$0 12/31/2023
Tradewinds Capital Management LLC6$0 12/31/2023
     SM6$0 12/31/2023
Ronald Blue Trust Inc.12$0 12/31/2023
     SM12$0 12/31/2023
Smartleaf Asset Management LLC6$0 12/31/2023
     SM6$0 12/31/2023
Walleye Capital LLC43,400$-279 12/31/2023
     Put50,600$1,959 12/31/2023
     Call43,400$1,680 12/31/2023

See Summary: Institutional Holders of SM
See Details: Top 10 Hedge Funds Holding SM
Also See: SM Insider Buying
Also See: SM Holdings Changes

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