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Funds Holding SMR

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.5,663,272$18,632 12/31/2023
     SMR5,663,272$18,632 12/31/2023
BlackRock Inc.3,700,407$12,174 12/31/2023
     SMR3,700,407$12,174 12/31/2023
Mirae Asset Global Investments Co. Ltd.3,391,670$11,159 12/31/2023
     SMR3,391,670$11,159 12/31/2023
SailingStone Capital Partners LLC2,844,375$9,358 12/31/2023
     SMR2,844,375$9,358 12/31/2023
FMR LLC2,397,808$7,889 12/31/2023
     SMR2,397,808$7,889 12/31/2023
Geode Capital Management LLC1,077,681$3,546 12/31/2023
     SMR1,077,681$3,546 12/31/2023
State Street Corp1,057,693$3,480 12/31/2023
     SMR1,057,693$3,480 12/31/2023
Macquarie Group Ltd.859,549$2,828 12/31/2023
     SMR859,549$2,828 12/31/2023
Millennium Management LLC $1,506 12/31/2023
     SMR440,256$1,448 12/31/2023
     Call187,500$58 12/31/2023
Northern Trust Corp451,755$1,486 12/31/2023
     SMR451,755$1,486 12/31/2023
Citadel Advisors LLC $1,412 12/31/2023
     Call582,400$1,916 12/31/2023
     Put153,300$504 12/31/2023
Rheos Capital Works Inc.250,000$1,328 03/31/2024
     SMR250,000$1,328 03/31/2024
Wells Fargo & Company MN396,429$1,304 12/31/2023
     SMR396,429$1,304 12/31/2023
Levin Capital Strategies L.P. $1,118 12/31/2023
     Call241,000$793 12/31/2023
     SMR98,876$325 12/31/2023
LMR Partners LLP $1,102 12/31/2023
     SMR.WT3,554,377$1,102 12/31/2023
Morgan Stanley $1,042 12/31/2023
     SMR315,328$1,037 12/31/2023
     SMR.WT15,000$5 12/31/2023
Two Sigma Investments LP $1,009 12/31/2023
     SMR303,026$997 12/31/2023
     SMR.WT37,200$12 12/31/2023
Squarepoint Ops LLC240,174$790 12/31/2023
     SMR240,174$790 12/31/2023
Credit Suisse AG229,191$754 12/31/2023
     SMR229,191$754 12/31/2023
Susquehanna International Group LLP $658 12/31/2023
     SMR212,632$700 12/31/2023
     Put36,800$121 12/31/2023
     Call19,500$64 12/31/2023
     SMR.WT47,270$15 12/31/2023
Group One Trading L.P. $565 12/31/2023
     SMR127,807$420 12/31/2023
     Call46,900$154 12/31/2023
     Put2,600$9 12/31/2023
Canal Insurance CO160,000$526 12/31/2023
     SMR160,000$526 12/31/2023
Susquehanna Portfolio Strategies LLC158,795$522 12/31/2023
     SMR158,795$522 12/31/2023
Advisor Group Holdings Inc. $485 12/31/2023
     SMR147,373$485 12/31/2023
     SMR.WT750$0 12/31/2023
Charles Schwab Investment Management Inc.145,185$478 12/31/2023
     SMR145,185$478 12/31/2023
Bank of New York Mellon Corp143,888$473 12/31/2023
     SMR143,888$473 12/31/2023
Raymond James & Associates83,257$442 03/31/2024
     SMR83,257$442 03/31/2024
Nuveen Asset Management LLC129,298$425 12/31/2023
     SMR129,298$425 12/31/2023
Quadrature Capital Ltd126,657$417 12/31/2023
     SMR126,657$417 12/31/2023
JPMorgan Chase & Co.124,819$411 12/31/2023
     SMR124,819$411 12/31/2023
Jump Financial LLC123,900$408 12/31/2023
     SMR123,900$408 12/31/2023
Simplex Trading LLC $380 12/31/2023
     Call125,400$412 12/31/2023
     Put11,700$38 12/31/2023
     SMR1,750$6 12/31/2023
State of Wisconsin Investment Board112,326$370 12/31/2023
     SMR112,326$370 12/31/2023
Bank of America Corp DE110,499$364 12/31/2023
     SMR110,499$364 12/31/2023
Cambridge Investment Research Advisors Inc. $344 03/31/2024
     SMR61,362$326 03/31/2024
     SMR.WT22,500$18 03/31/2024
D. E. Shaw & Co. Inc. $338 12/31/2023
     SMR.WT1,089,807$338 12/31/2023
Renaissance Technologies LLC88,200$290 12/31/2023
     SMR88,200$290 12/31/2023
Barclays PLC82,112$269 12/31/2023
     SMR82,112$269 12/31/2023
Goldman Sachs Group Inc.76,740$252 12/31/2023
     SMR76,740$252 12/31/2023
Swiss National Bank73,400$241 12/31/2023
     SMR73,400$241 12/31/2023
Banque Cantonale Vaudoise44,262$235 03/31/2024
     SMR44,262$235 03/31/2024
McGowan Group Asset Management Inc.65,522$216 12/31/2023
     SMR65,522$216 12/31/2023
Rhumbline Advisers64,881$213 12/31/2023
     SMR64,881$213 12/31/2023
Janney Montgomery Scott LLC64,500$212 12/31/2023
     SMR64,500$212 12/31/2023
Alliancebernstein L.P.64,240$211 12/31/2023
     SMR64,240$211 12/31/2023
Jane Street Group LLC $194 12/31/2023
     Call48,700$160 12/31/2023
     SMR39,263$129 12/31/2023
     Put28,900$95 12/31/2023
Parallel Advisors LLC57,526$189 12/31/2023
     SMR57,526$189 12/31/2023
Walleye Capital LLC $184 12/31/2023
     Call35,400$116 12/31/2023
     SMR.WT219,165$68 12/31/2023
Cowen AND Company LLC $183 12/31/2023
     SMR.WT590,000$183 12/31/2023
Engineers Gate Manager LP53,974$178 12/31/2023
     SMR53,974$178 12/31/2023
Caption Management LLC $163 12/31/2023
     Call49,600$163 12/31/2023
Brevan Howard Capital Management LP48,542$160 12/31/2023
     SMR48,542$160 12/31/2023
QVT Financial LP $155 12/31/2023
     SMR.WT500,000$155 12/31/2023
UBS Asset Management Americas Inc.44,200$145 12/31/2023
     SMR44,200$145 12/31/2023
California State Teachers Retirement System42,147$139 12/31/2023
     SMR42,147$139 12/31/2023
Evanson Asset Management LLC26,000$138 03/31/2024
     SMR26,000$138 03/31/2024
Portland Investment Counsel Inc.40,000$132 12/31/2023
     SMR40,000$132 12/31/2023
LPL Financial LLC40,205$132 12/31/2023
     SMR40,205$132 12/31/2023
Boothbay Fund Management LLC $127 12/31/2023
     SMR.WT38,577$127 12/31/2023
Commonwealth Equity Services LLC36,673$121 12/31/2023
     SMR36,673$121 12/31/2023
Walleye Trading LLC $117 12/31/2023
     Call36,300$119 12/31/2023
     Put900$3 12/31/2023
     SMR188$1 12/31/2023
Legal & General Group Plc30,898$102 12/31/2023
     SMR30,898$102 12/31/2023
MetLife Investment Management LLC29,022$95 12/31/2023
     SMR29,022$95 12/31/2023
Royal Bank of Canada $94 12/31/2023
     SMR27,561$91 12/31/2023
     SMR.WT10,000$3 12/31/2023
Deutsche Bank AG27,562$91 12/31/2023
     SMR27,562$91 12/31/2023
American International Group Inc.26,992$89 12/31/2023
     SMR26,992$89 12/31/2023
Lincoln Capital LLC15,956$85 03/31/2024
     SMR15,956$85 03/31/2024
Sherbrooke Park Advisers LLC25,699$85 12/31/2023
     SMR25,699$85 12/31/2023
GTS Securities LLC $84 12/31/2023
     Call29,200$96 12/31/2023
     Put27,800$91 12/31/2023
     SMR23,872$79 12/31/2023
Strs Ohio24,500$80 12/31/2023
     SMR24,500$80 12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank 23,105$76 12/31/2023
     SMR23,105$76 12/31/2023
Voya Investment Management LLC22,156$73 12/31/2023
     SMR22,156$73 12/31/2023
The Manufacturers Life Insurance Company 21,976$72 12/31/2023
     SMR21,976$72 12/31/2023
Wolverine Trading LLC $70 12/31/2023
     Call21,200$70 12/31/2023
Regal Investment Advisors LLC17,784$59 12/31/2023
     SMR17,784$59 12/31/2023
XTX Topco Ltd17,452$57 12/31/2023
     SMR17,452$57 12/31/2023
Raymond James Financial Services Advisors Inc.10,616$56 03/31/2024
     SMR10,616$56 03/31/2024
Sloy Dahl & Holst LLC10,050$53 03/31/2024
     SMR10,050$53 03/31/2024
Essex Private Wealth Management LLC10,000$53 03/31/2024
     SMR10,000$53 03/31/2024
Price T Rowe Associates Inc. MD15,715$53 12/31/2023
     SMR15,715$53 12/31/2023
State Board of Administration of Florida Retirement System15,480$51 12/31/2023
     SMR15,480$51 12/31/2023
Exchange Traded Concepts LLC9,293$49 03/31/2024
     SMR9,293$49 03/31/2024
Sei Investments Co.14,683$48 12/31/2023
     SMR14,683$48 12/31/2023
SG Americas Securities LLC14,601$48 12/31/2023
     SMR14,601$48 12/31/2023
Saba Capital Management L.P. $48 12/31/2023
     SMR.WT154,154$48 12/31/2023
AQR Capital Management LLC14,301$47 12/31/2023
     SMR14,301$47 12/31/2023
Wolverine Asset Management LLC $45 12/31/2023
     SMR.WT146,475$45 12/31/2023
Townsquare Capital LLC13,789$45 12/31/2023
     SMR13,789$45 12/31/2023
Nomura Holdings Inc. $44 12/31/2023
     SMR.WT108,747$44 12/31/2023
Envestnet Asset Management Inc.12,790$42 12/31/2023
     SMR12,790$42 12/31/2023
CSS LLC IL $41 12/31/2023
     Put20,800$68 12/31/2023
     SMR13,008$43 12/31/2023
     Call13,100$43 12/31/2023
     SMR.WT75,684$23 12/31/2023
New York State Common Retirement Fund12,277$40 12/31/2023
     SMR12,277$40 12/31/2023
Invesco Ltd.11,907$39 12/31/2023
     SMR11,907$39 12/31/2023
Tower Research Capital LLC TRC  $39 12/31/2023
     SMR11,703$39 12/31/2023
     SMR.WT46$0 12/31/2023
Peregrine Asset Advisers Inc.12,000$39 12/31/2023
     SMR12,000$39 12/31/2023
Global Retirement Partners LLC6,890$37 03/31/2024
     SMR6,890$37 03/31/2024
Arizona State Retirement System10,411$34 12/31/2023
     SMR10,411$34 12/31/2023
CFO4Life Group LLC10,240$34 12/31/2023
     SMR10,240$34 12/31/2023
HRT Financial LP $29 12/31/2023
     SMR.WT96,648$29 12/31/2023
Citigroup Inc.7,797$26 12/31/2023
     SMR7,797$26 12/31/2023
Resurgent Financial Advisors LLC7,400$24 12/31/2023
     SMR7,400$24 12/31/2023
UBS Group AG $23 12/31/2023
     SMR6,040$20 12/31/2023
     SMR.WT8,266$3 12/31/2023
CastleKnight Management LP $19 12/31/2023
     SMR.WT60,500$19 12/31/2023
Westside Investment Management Inc.2,895$15 03/31/2024
     SMR2,895$15 03/31/2024
Ameritas Investment Partners Inc.4,426$15 12/31/2023
     SMR4,426$15 12/31/2023
CWM LLC2,262$12 03/31/2024
     SMR2,262$12 03/31/2024
Register Financial Advisors LLC2,000$11 03/31/2024
     SMR2,000$11 03/31/2024
Amalgamated Bank1,903$10 03/31/2024
     SMR1,903$10 03/31/2024
Metropolitan Life Insurance Co NY3,007$10 12/31/2023
     SMR3,007$10 12/31/2023
Newbridge Financial Services Group Inc.1,250$7 03/31/2024
     SMR1,250$7 03/31/2024
Cutler Group LP $6 03/31/2024
     SMR6,035$32 03/31/2024
     Put23,500$27 03/31/2024
     Call4,500$1 03/31/2024
Institutional & Family Asset Management LLC1,957$6 12/31/2023
     SMR1,957$6 12/31/2023
Salem Investment Counselors Inc.1,000$5 03/31/2024
     SMR1,000$5 03/31/2024
Accordant Advisory Group Inc700$4 03/31/2024
     SMR700$4 03/31/2024
Warberg Asset Management LLC $4 12/31/2023
     SMR.WT11,500$4 12/31/2023
Signaturefd LLC970$3 12/31/2023
     SMR970$3 12/31/2023
Perigon Wealth Management LLC $3 12/31/2023
     SMR.WT10,000$3 12/31/2023
GWM Advisors LLC1,000$3 12/31/2023
     SMR1,000$3 12/31/2023
Toth Financial Advisory Corp300$2 03/31/2024
     SMR300$2 03/31/2024
The PNC Financial Services Group Inc.725$2 12/31/2023
     SMR725$2 12/31/2023
ORG Partners LLC500$2 12/31/2023
     SMR500$2 12/31/2023
Private Trust Co. NA200$1 03/31/2024
     SMR200$1 03/31/2024
Moisand Fitzgerald Tamayo LLC200$1 03/31/2024
     SMR200$1 03/31/2024
PFS Partners LLC227$1 03/31/2024
     SMR227$1 03/31/2024
South State CORP.300$1 12/31/2023
     SMR300$1 12/31/2023
Harbour Investments Inc.262$1 12/31/2023
     SMR262$1 12/31/2023
Comerica Bank316$1 12/31/2023
     SMR316$1 12/31/2023
JNBA Financial Advisors400$1 12/31/2023
     SMR400$1 12/31/2023
Stone House Investment Management LLC297$1 12/31/2023
     SMR297$1 12/31/2023
Bogart Wealth LLC200$1 12/31/2023
     SMR200$1 12/31/2023
Life Planning Partners Inc354$1 12/31/2023
     SMR354$1 12/31/2023
MCF Advisors LLC40$0 03/31/2024
     SMR40$0 03/31/2024
Tradewinds Capital Management LLC50$0 03/31/2024
     SMR50$0 03/31/2024
Wolff Wiese Magana LLC10$0 03/31/2024
     SMR10$0 03/31/2024
Financial Synergies Wealth Advisors Inc. $0 03/31/2024
     SMR.WT520$0 03/31/2024
US Bancorp DE100$0 12/31/2023
     SMR100$0 12/31/2023
Proequities Inc. $0 12/31/2023
     Put0$0 12/31/2023
     SMR0$0 12/31/2023
     Call0$0 12/31/2023
     SMR.WT0$0 12/31/2023
Nisa Investment Advisors LLC40$0 12/31/2023
     SMR40$0 12/31/2023
Sculptor Capital LP $0 12/31/2023
     Put5,000$16 12/31/2023
     SMR5,000$16 12/31/2023
Parkside Financial Bank & Trust $0 12/31/2023
     SMR.WT831$0 12/31/2023
IFP Advisors Inc $0 12/31/2023
     SMR.WT1,000$0 12/31/2023
VisionPoint Advisory Group LLC8$0 12/31/2023
     SMR8$0 12/31/2023
Concord Wealth Partners $0 12/31/2023
     SMR.WT500$0 12/31/2023
Vermillion & White Wealth Management Group LLC38$0 12/31/2023
     SMR38$0 12/31/2023
Householder Group Estate & Retirement Specialist LLC66$0 12/31/2023
     SMR66$0 12/31/2023
Main Street Group LTD100$0 12/31/2023
     SMR100$0 12/31/2023
Farther Finance Advisors LLC48$0 12/31/2023
     SMR48$0 12/31/2023
Pineridge Advisors LLC1,000$0 12/31/2023
     SMR.WT1,000$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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