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On this page, we present all of the funds holding SMR from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SMR, with a link to that fund's top holdings. The next columns
indicate the amount of SMR stock held by each of the funds holding SMR, followed by the SMR position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 147 funds holding SMR within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc.
(or by any of the other funds holding SMR), click the fund name in the "Holder" column of the funds-holding-SMR table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Vanguard Group Inc. | 5,663,272 | $18,632 | 12/31/2023 | SMR | 5,663,272 | $18,632 | 12/31/2023 | BlackRock Inc. | 3,700,407 | $12,174 | 12/31/2023 | SMR | 3,700,407 | $12,174 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 3,391,670 | $11,159 | 12/31/2023 | SMR | 3,391,670 | $11,159 | 12/31/2023 | SailingStone Capital Partners LLC | 2,844,375 | $9,358 | 12/31/2023 | SMR | 2,844,375 | $9,358 | 12/31/2023 | FMR LLC | 2,397,808 | $7,889 | 12/31/2023 | SMR | 2,397,808 | $7,889 | 12/31/2023 | Geode Capital Management LLC | 1,077,681 | $3,546 | 12/31/2023 | SMR | 1,077,681 | $3,546 | 12/31/2023 | State Street Corp | 1,057,693 | $3,480 | 12/31/2023 | SMR | 1,057,693 | $3,480 | 12/31/2023 | Macquarie Group Ltd. | 859,549 | $2,828 | 12/31/2023 | SMR | 859,549 | $2,828 | 12/31/2023 | Millennium Management LLC | | $1,506 | 12/31/2023 | SMR | 440,256 | $1,448 | 12/31/2023 | Call | 187,500 | $58 | 12/31/2023 | Northern Trust Corp | 451,755 | $1,486 | 12/31/2023 | SMR | 451,755 | $1,486 | 12/31/2023 | Citadel Advisors LLC | | $1,412 | 12/31/2023 | Call | 582,400 | $1,916 | 12/31/2023 | Put | 153,300 | $504 | 12/31/2023 | Rheos Capital Works Inc. | 250,000 | $1,328 | 03/31/2024 | SMR | 250,000 | $1,328 | 03/31/2024 | Wells Fargo & Company MN | 396,429 | $1,304 | 12/31/2023 | SMR | 396,429 | $1,304 | 12/31/2023 | Levin Capital Strategies L.P. | | $1,118 | 12/31/2023 | Call | 241,000 | $793 | 12/31/2023 | SMR | 98,876 | $325 | 12/31/2023 | LMR Partners LLP | | $1,102 | 12/31/2023 | SMR.WT | 3,554,377 | $1,102 | 12/31/2023 | Morgan Stanley | | $1,042 | 12/31/2023 | SMR | 315,328 | $1,037 | 12/31/2023 | SMR.WT | 15,000 | $5 | 12/31/2023 | Two Sigma Investments LP | | $1,009 | 12/31/2023 | SMR | 303,026 | $997 | 12/31/2023 | SMR.WT | 37,200 | $12 | 12/31/2023 | Squarepoint Ops LLC | 240,174 | $790 | 12/31/2023 | SMR | 240,174 | $790 | 12/31/2023 | Credit Suisse AG | 229,191 | $754 | 12/31/2023 | SMR | 229,191 | $754 | 12/31/2023 | Susquehanna International Group LLP | | $658 | 12/31/2023 | SMR | 212,632 | $700 | 12/31/2023 | Put | 36,800 | $121 | 12/31/2023 | Call | 19,500 | $64 | 12/31/2023 | SMR.WT | 47,270 | $15 | 12/31/2023 | Group One Trading L.P. | | $565 | 12/31/2023 | SMR | 127,807 | $420 | 12/31/2023 | Call | 46,900 | $154 | 12/31/2023 | Put | 2,600 | $9 | 12/31/2023 | Canal Insurance CO | 160,000 | $526 | 12/31/2023 | SMR | 160,000 | $526 | 12/31/2023 | Susquehanna Portfolio Strategies LLC | 158,795 | $522 | 12/31/2023 | SMR | 158,795 | $522 | 12/31/2023 | Advisor Group Holdings Inc. | | $485 | 12/31/2023 | SMR | 147,373 | $485 | 12/31/2023 | SMR.WT | 750 | $0 | 12/31/2023 | Charles Schwab Investment Management Inc. | 145,185 | $478 | 12/31/2023 | SMR | 145,185 | $478 | 12/31/2023 | Bank of New York Mellon Corp | 143,888 | $473 | 12/31/2023 | SMR | 143,888 | $473 | 12/31/2023 | Raymond James & Associates | 83,257 | $442 | 03/31/2024 | SMR | 83,257 | $442 | 03/31/2024 | Nuveen Asset Management LLC | 129,298 | $425 | 12/31/2023 | SMR | 129,298 | $425 | 12/31/2023 | Quadrature Capital Ltd | 126,657 | $417 | 12/31/2023 | SMR | 126,657 | $417 | 12/31/2023 | JPMorgan Chase & Co. | 124,819 | $411 | 12/31/2023 | SMR | 124,819 | $411 | 12/31/2023 | Jump Financial LLC | 123,900 | $408 | 12/31/2023 | SMR | 123,900 | $408 | 12/31/2023 | Simplex Trading LLC | | $380 | 12/31/2023 | Call | 125,400 | $412 | 12/31/2023 | Put | 11,700 | $38 | 12/31/2023 | SMR | 1,750 | $6 | 12/31/2023 | State of Wisconsin Investment Board | 112,326 | $370 | 12/31/2023 | SMR | 112,326 | $370 | 12/31/2023 | Bank of America Corp DE | 110,499 | $364 | 12/31/2023 | SMR | 110,499 | $364 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | | $344 | 03/31/2024 | SMR | 61,362 | $326 | 03/31/2024 | SMR.WT | 22,500 | $18 | 03/31/2024 | D. E. Shaw & Co. Inc. | | $338 | 12/31/2023 | SMR.WT | 1,089,807 | $338 | 12/31/2023 | Renaissance Technologies LLC | 88,200 | $290 | 12/31/2023 | SMR | 88,200 | $290 | 12/31/2023 | Barclays PLC | 82,112 | $269 | 12/31/2023 | SMR | 82,112 | $269 | 12/31/2023 | Goldman Sachs Group Inc. | 76,740 | $252 | 12/31/2023 | SMR | 76,740 | $252 | 12/31/2023 | Swiss National Bank | 73,400 | $241 | 12/31/2023 | SMR | 73,400 | $241 | 12/31/2023 | Banque Cantonale Vaudoise | 44,262 | $235 | 03/31/2024 | SMR | 44,262 | $235 | 03/31/2024 | McGowan Group Asset Management Inc. | 65,522 | $216 | 12/31/2023 | SMR | 65,522 | $216 | 12/31/2023 | Rhumbline Advisers | 64,881 | $213 | 12/31/2023 | SMR | 64,881 | $213 | 12/31/2023 | Janney Montgomery Scott LLC | 64,500 | $212 | 12/31/2023 | SMR | 64,500 | $212 | 12/31/2023 | Alliancebernstein L.P. | 64,240 | $211 | 12/31/2023 | SMR | 64,240 | $211 | 12/31/2023 | Jane Street Group LLC | | $194 | 12/31/2023 | Call | 48,700 | $160 | 12/31/2023 | SMR | 39,263 | $129 | 12/31/2023 | Put | 28,900 | $95 | 12/31/2023 | Parallel Advisors LLC | 57,526 | $189 | 12/31/2023 | SMR | 57,526 | $189 | 12/31/2023 | Walleye Capital LLC | | $184 | 12/31/2023 | Call | 35,400 | $116 | 12/31/2023 | SMR.WT | 219,165 | $68 | 12/31/2023 | Cowen AND Company LLC | | $183 | 12/31/2023 | SMR.WT | 590,000 | $183 | 12/31/2023 | Engineers Gate Manager LP | 53,974 | $178 | 12/31/2023 | SMR | 53,974 | $178 | 12/31/2023 | Caption Management LLC | | $163 | 12/31/2023 | Call | 49,600 | $163 | 12/31/2023 | Brevan Howard Capital Management LP | 48,542 | $160 | 12/31/2023 | SMR | 48,542 | $160 | 12/31/2023 | QVT Financial LP | | $155 | 12/31/2023 | SMR.WT | 500,000 | $155 | 12/31/2023 | UBS Asset Management Americas Inc. | 44,200 | $145 | 12/31/2023 | SMR | 44,200 | $145 | 12/31/2023 | California State Teachers Retirement System | 42,147 | $139 | 12/31/2023 | SMR | 42,147 | $139 | 12/31/2023 | Evanson Asset Management LLC | 26,000 | $138 | 03/31/2024 | SMR | 26,000 | $138 | 03/31/2024 | Portland Investment Counsel Inc. | 40,000 | $132 | 12/31/2023 | SMR | 40,000 | $132 | 12/31/2023 | LPL Financial LLC | 40,205 | $132 | 12/31/2023 | SMR | 40,205 | $132 | 12/31/2023 | Boothbay Fund Management LLC | | $127 | 12/31/2023 | SMR.WT | 38,577 | $127 | 12/31/2023 | Commonwealth Equity Services LLC | 36,673 | $121 | 12/31/2023 | SMR | 36,673 | $121 | 12/31/2023 | Walleye Trading LLC | | $117 | 12/31/2023 | Call | 36,300 | $119 | 12/31/2023 | Put | 900 | $3 | 12/31/2023 | SMR | 188 | $1 | 12/31/2023 | Legal & General Group Plc | 30,898 | $102 | 12/31/2023 | SMR | 30,898 | $102 | 12/31/2023 | MetLife Investment Management LLC | 29,022 | $95 | 12/31/2023 | SMR | 29,022 | $95 | 12/31/2023 | Royal Bank of Canada | | $94 | 12/31/2023 | SMR | 27,561 | $91 | 12/31/2023 | SMR.WT | 10,000 | $3 | 12/31/2023 | Deutsche Bank AG | 27,562 | $91 | 12/31/2023 | SMR | 27,562 | $91 | 12/31/2023 | American International Group Inc. | 26,992 | $89 | 12/31/2023 | SMR | 26,992 | $89 | 12/31/2023 | Lincoln Capital LLC | 15,956 | $85 | 03/31/2024 | SMR | 15,956 | $85 | 03/31/2024 | Sherbrooke Park Advisers LLC | 25,699 | $85 | 12/31/2023 | SMR | 25,699 | $85 | 12/31/2023 | GTS Securities LLC | | $84 | 12/31/2023 | Call | 29,200 | $96 | 12/31/2023 | Put | 27,800 | $91 | 12/31/2023 | SMR | 23,872 | $79 | 12/31/2023 | Strs Ohio | 24,500 | $80 | 12/31/2023 | SMR | 24,500 | $80 | 12/31/2023 | Zurcher Kantonalbank Zurich Cantonalbank | 23,105 | $76 | 12/31/2023 | SMR | 23,105 | $76 | 12/31/2023 | Voya Investment Management LLC | 22,156 | $73 | 12/31/2023 | SMR | 22,156 | $73 | 12/31/2023 | The Manufacturers Life Insurance Company | 21,976 | $72 | 12/31/2023 | SMR | 21,976 | $72 | 12/31/2023 | Wolverine Trading LLC | | $70 | 12/31/2023 | Call | 21,200 | $70 | 12/31/2023 | Regal Investment Advisors LLC | 17,784 | $59 | 12/31/2023 | SMR | 17,784 | $59 | 12/31/2023 | XTX Topco Ltd | 17,452 | $57 | 12/31/2023 | SMR | 17,452 | $57 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 10,616 | $56 | 03/31/2024 | SMR | 10,616 | $56 | 03/31/2024 | Sloy Dahl & Holst LLC | 10,050 | $53 | 03/31/2024 | SMR | 10,050 | $53 | 03/31/2024 | Essex Private Wealth Management LLC | 10,000 | $53 | 03/31/2024 | SMR | 10,000 | $53 | 03/31/2024 | Price T Rowe Associates Inc. MD | 15,715 | $53 | 12/31/2023 | SMR | 15,715 | $53 | 12/31/2023 | State Board of Administration of Florida Retirement System | 15,480 | $51 | 12/31/2023 | SMR | 15,480 | $51 | 12/31/2023 | Exchange Traded Concepts LLC | 9,293 | $49 | 03/31/2024 | SMR | 9,293 | $49 | 03/31/2024 | Sei Investments Co. | 14,683 | $48 | 12/31/2023 | SMR | 14,683 | $48 | 12/31/2023 | SG Americas Securities LLC | 14,601 | $48 | 12/31/2023 | SMR | 14,601 | $48 | 12/31/2023 | Saba Capital Management L.P. | | $48 | 12/31/2023 | SMR.WT | 154,154 | $48 | 12/31/2023 | AQR Capital Management LLC | 14,301 | $47 | 12/31/2023 | SMR | 14,301 | $47 | 12/31/2023 | Wolverine Asset Management LLC | | $45 | 12/31/2023 | SMR.WT | 146,475 | $45 | 12/31/2023 | Townsquare Capital LLC | 13,789 | $45 | 12/31/2023 | SMR | 13,789 | $45 | 12/31/2023 | Nomura Holdings Inc. | | $44 | 12/31/2023 | SMR.WT | 108,747 | $44 | 12/31/2023 | Envestnet Asset Management Inc. | 12,790 | $42 | 12/31/2023 | SMR | 12,790 | $42 | 12/31/2023 | CSS LLC IL | | $41 | 12/31/2023 | Put | 20,800 | $68 | 12/31/2023 | SMR | 13,008 | $43 | 12/31/2023 | Call | 13,100 | $43 | 12/31/2023 | SMR.WT | 75,684 | $23 | 12/31/2023 | New York State Common Retirement Fund | 12,277 | $40 | 12/31/2023 | SMR | 12,277 | $40 | 12/31/2023 | Invesco Ltd. | 11,907 | $39 | 12/31/2023 | SMR | 11,907 | $39 | 12/31/2023 | Tower Research Capital LLC TRC | | $39 | 12/31/2023 | SMR | 11,703 | $39 | 12/31/2023 | SMR.WT | 46 | $0 | 12/31/2023 | Peregrine Asset Advisers Inc. | 12,000 | $39 | 12/31/2023 | SMR | 12,000 | $39 | 12/31/2023 | Global Retirement Partners LLC | 6,890 | $37 | 03/31/2024 | SMR | 6,890 | $37 | 03/31/2024 | Arizona State Retirement System | 10,411 | $34 | 12/31/2023 | SMR | 10,411 | $34 | 12/31/2023 | CFO4Life Group LLC | 10,240 | $34 | 12/31/2023 | SMR | 10,240 | $34 | 12/31/2023 | HRT Financial LP | | $29 | 12/31/2023 | SMR.WT | 96,648 | $29 | 12/31/2023 | Citigroup Inc. | 7,797 | $26 | 12/31/2023 | SMR | 7,797 | $26 | 12/31/2023 | Resurgent Financial Advisors LLC | 7,400 | $24 | 12/31/2023 | SMR | 7,400 | $24 | 12/31/2023 | UBS Group AG | | $23 | 12/31/2023 | SMR | 6,040 | $20 | 12/31/2023 | SMR.WT | 8,266 | $3 | 12/31/2023 | CastleKnight Management LP | | $19 | 12/31/2023 | SMR.WT | 60,500 | $19 | 12/31/2023 | Westside Investment Management Inc. | 2,895 | $15 | 03/31/2024 | SMR | 2,895 | $15 | 03/31/2024 | Ameritas Investment Partners Inc. | 4,426 | $15 | 12/31/2023 | SMR | 4,426 | $15 | 12/31/2023 | CWM LLC | 2,262 | $12 | 03/31/2024 | SMR | 2,262 | $12 | 03/31/2024 | Register Financial Advisors LLC | 2,000 | $11 | 03/31/2024 | SMR | 2,000 | $11 | 03/31/2024 | Amalgamated Bank | 1,903 | $10 | 03/31/2024 | SMR | 1,903 | $10 | 03/31/2024 | Metropolitan Life Insurance Co NY | 3,007 | $10 | 12/31/2023 | SMR | 3,007 | $10 | 12/31/2023 | Newbridge Financial Services Group Inc. | 1,250 | $7 | 03/31/2024 | SMR | 1,250 | $7 | 03/31/2024 | Cutler Group LP | | $6 | 03/31/2024 | SMR | 6,035 | $32 | 03/31/2024 | Put | 23,500 | $27 | 03/31/2024 | Call | 4,500 | $1 | 03/31/2024 | Institutional & Family Asset Management LLC | 1,957 | $6 | 12/31/2023 | SMR | 1,957 | $6 | 12/31/2023 | Salem Investment Counselors Inc. | 1,000 | $5 | 03/31/2024 | SMR | 1,000 | $5 | 03/31/2024 | Accordant Advisory Group Inc | 700 | $4 | 03/31/2024 | SMR | 700 | $4 | 03/31/2024 | Warberg Asset Management LLC | | $4 | 12/31/2023 | SMR.WT | 11,500 | $4 | 12/31/2023 | Signaturefd LLC | 970 | $3 | 12/31/2023 | SMR | 970 | $3 | 12/31/2023 | Perigon Wealth Management LLC | | $3 | 12/31/2023 | SMR.WT | 10,000 | $3 | 12/31/2023 | GWM Advisors LLC | 1,000 | $3 | 12/31/2023 | SMR | 1,000 | $3 | 12/31/2023 | Toth Financial Advisory Corp | 300 | $2 | 03/31/2024 | SMR | 300 | $2 | 03/31/2024 | The PNC Financial Services Group Inc. | 725 | $2 | 12/31/2023 | SMR | 725 | $2 | 12/31/2023 | ORG Partners LLC | 500 | $2 | 12/31/2023 | SMR | 500 | $2 | 12/31/2023 | Private Trust Co. NA | 200 | $1 | 03/31/2024 | SMR | 200 | $1 | 03/31/2024 | Moisand Fitzgerald Tamayo LLC | 200 | $1 | 03/31/2024 | SMR | 200 | $1 | 03/31/2024 | PFS Partners LLC | 227 | $1 | 03/31/2024 | SMR | 227 | $1 | 03/31/2024 | South State CORP. | 300 | $1 | 12/31/2023 | SMR | 300 | $1 | 12/31/2023 | Harbour Investments Inc. | 262 | $1 | 12/31/2023 | SMR | 262 | $1 | 12/31/2023 | Comerica Bank | 316 | $1 | 12/31/2023 | SMR | 316 | $1 | 12/31/2023 | JNBA Financial Advisors | 400 | $1 | 12/31/2023 | SMR | 400 | $1 | 12/31/2023 | Stone House Investment Management LLC | 297 | $1 | 12/31/2023 | SMR | 297 | $1 | 12/31/2023 | Bogart Wealth LLC | 200 | $1 | 12/31/2023 | SMR | 200 | $1 | 12/31/2023 | Life Planning Partners Inc | 354 | $1 | 12/31/2023 | SMR | 354 | $1 | 12/31/2023 | MCF Advisors LLC | 40 | $0 | 03/31/2024 | SMR | 40 | $0 | 03/31/2024 | Tradewinds Capital Management LLC | 50 | $0 | 03/31/2024 | SMR | 50 | $0 | 03/31/2024 | Wolff Wiese Magana LLC | 10 | $0 | 03/31/2024 | SMR | 10 | $0 | 03/31/2024 | Financial Synergies Wealth Advisors Inc. | | $0 | 03/31/2024 | SMR.WT | 520 | $0 | 03/31/2024 | US Bancorp DE | 100 | $0 | 12/31/2023 | SMR | 100 | $0 | 12/31/2023 | Proequities Inc. | | $0 | 12/31/2023 | Put | 0 | $0 | 12/31/2023 | SMR | 0 | $0 | 12/31/2023 | Call | 0 | $0 | 12/31/2023 | SMR.WT | 0 | $0 | 12/31/2023 | Nisa Investment Advisors LLC | 40 | $0 | 12/31/2023 | SMR | 40 | $0 | 12/31/2023 | Sculptor Capital LP | | $0 | 12/31/2023 | Put | 5,000 | $16 | 12/31/2023 | SMR | 5,000 | $16 | 12/31/2023 | Parkside Financial Bank & Trust | | $0 | 12/31/2023 | SMR.WT | 831 | $0 | 12/31/2023 | IFP Advisors Inc | | $0 | 12/31/2023 | SMR.WT | 1,000 | $0 | 12/31/2023 | VisionPoint Advisory Group LLC | 8 | $0 | 12/31/2023 | SMR | 8 | $0 | 12/31/2023 | Concord Wealth Partners | | $0 | 12/31/2023 | SMR.WT | 500 | $0 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 38 | $0 | 12/31/2023 | SMR | 38 | $0 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 66 | $0 | 12/31/2023 | SMR | 66 | $0 | 12/31/2023 | Main Street Group LTD | 100 | $0 | 12/31/2023 | SMR | 100 | $0 | 12/31/2023 | Farther Finance Advisors LLC | 48 | $0 | 12/31/2023 | SMR | 48 | $0 | 12/31/2023 | Pineridge Advisors LLC | 1,000 | $0 | 12/31/2023 | SMR.WT | 1,000 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SMR
See Details: Top 10 Hedge Funds Holding SMR
Also See: SMR Insider Buying
Also See: SMR Holdings Changes
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