Filing Research | SM - SM ENERGY COMPANY Institutional Holdings

Snapshot holdings

50 / 94 loaded

#		Instrument	quantity
1	MOODY ALDRICH PARTNERS LLC	Shares	159.6KSH	$4.2M
2	Y-Intercept (Hong Kong) Ltd	Shares	116.1KSH	$3.0M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	115.5KSH	$3.0M
4	CONGRESS ASSET MANAGEMENT CO	Shares	113.4KSH	$3.0M
5	Louisiana State Employees Retirement System	Shares	99.8KSH	$2.6M
6	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	98.9KSH	$2.6M
7	Police & Firemen's Retirement System of New Jersey	Shares	72.0KSH	$1.9M
8	Oliver Luxxe Assets LLC	Shares	68.0KSH	$1.8M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	66.4KSH	$1.7M
10	Sequoia Financial Advisors, LLC	Shares	57.6KSH	$1.5M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	54.0KSH	$1.4M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	45.0KSH	$1.3M
13	FIRST CITIZENS BANK & TRUST CO	Shares	41.3KSH	$1.1M
14	Envestnet Portfolio Solutions, Inc.	Shares	40.7KSH	$1.1M
15	Abel Hall, LLC	Shares	39.0KSH	$1.0M
16	SIERRA SUMMIT ADVISORS LLC	Shares	37.0KSH	$964.6K
17	Unison Advisors LLC	Shares	36.6KSH	$955.9K
18	Waldron Private Wealth LLC	Shares	36.4KSH	$948.8K
19	Diversified Trust Co	Shares	36.3KSH	$947.4K
20	Catalyst Capital Advisors LLC	Shares	33.8KSH	$881.7K
21	Burns Matteson Capital Management, LLC	Shares	18.6KSH	$486.2K
22	IFP Advisors, Inc	Shares	18.0KSH	$470.0K
23	MOODY NATIONAL BANK TRUST DIVISION	Shares	16.4KSH	$428.4K
24	Abacus Planning Group, Inc.	Shares	16.3KSH	$425.7K
25	SIGNATUREFD, LLC	Shares	16.3KSH	$425.4K
26	Investors Research Corp	Shares	15.6KSH	$407.6K
27	INVESTMENT ADVISORY SERVICES INC /TX /ADV	Shares	15.4KSH	$402.4K
28	Gallacher Capital Management LLC	Shares	14.9KSH	$388.0K
29	Formidable Asset Management, LLC	Shares	14.6KSH	$380.0K
30	Quad-Cities Investment Group, LLC	Shares	13.8KSH	$359.6K
31	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	13.8KSH	$358.9K
32	Range Financial Group LLC	Shares	11.9KSH	$310.0K
33	GAMMA Investing LLC	Shares	10.1KSH	$263.8K
34	DAVENPORT & Co LLC	Shares	9.9KSH	$258.3K
35	Seelaus Asset Management LLC	Shares	9.8KSH	$256.9K
36	QRG CAPITAL MANAGEMENT, INC.	Shares	9.6KSH	$249.3K
37	Post Resch Tallon Group Inc.	Shares	9.2KSH	$240.1K
38	Total Clarity Wealth Management, Inc.	Shares	8.3KSH	$216.6K
39	Merit Financial Group, LLC	Shares	8.0KSH	$208.2K
40	D.A. DAVIDSON & CO.	Shares	7.8KSH	$203.0K
41	EXCHANGE TRADED CONCEPTS, LLC	Shares	6.6KSH	$172.0K
42	Farther Finance Advisors, LLC	Shares	3.5KSH	$90.3K
43	Triumph Capital Management	Shares	3.4KSH	$88.9K
44	Versant Capital Management, Inc	Shares	1.9KSH	$49.5K
45	SBI Securities Co., Ltd.	Shares	1.8KSH	$48.2K
46	Valued Wealth Advisors LLC	Shares	1.7KSH	$43.1K
47	MassMutual Private Wealth & Trust, FSB	Shares	1.6KSH	$42.2K
48	LANARK FINANCIAL, INC.	Shares	1.5KSH	$38.6K
49	AMERICAN NATIONAL BANK & TRUST	Shares	1.5KSH	$37.9K
50	FIRST HORIZON CORP	Shares	1.4KSH	$37.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 106 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+95.7K	+$2.4M	$3.0M
2	Sequoia Financial Advisors, LLC added	Shares	+33.2K	+$741.9K	$1.5M
3	Burns Matteson Capital Management, LLC new	Shares	+18.6K	+$486.2K	$486.2K
4	Gallacher Capital Management LLC new	Shares	+14.9K	+$388.0K	$388.0K
5	Formidable Asset Management, LLC new	Shares	+14.6K	+$380.0K	$380.0K
6	D.A. DAVIDSON & CO. new	Shares	+7.8K	+$203.0K	$203.0K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.9K	+$84.5K	$1.3M
8	Triumph Capital Management added	Shares	+2.9K	+$74.3K	$88.9K
9	Versant Capital Management, Inc added	Shares	+1.5K	+$38.0K	$49.5K
10	Valued Wealth Advisors LLC added	Shares	+594	+$10.1K	$43.1K
11	CoreCap Advisors, LLC added	Shares	+301	+$7.8K	$8.2K
12	Frankly Finances, LLC new	Shares	+270	+$7.0K	$7.0K
13	Sachetta, LLC added	Shares	+203	+$4.6K	$8.8K
14	JFS WEALTH ADVISORS, LLC added	Shares	+73	+$1.8K	$2.7K
15	Physician Wealth Advisors, Inc. added	Shares	+74	+$1.5K	$4.1K
16	SJS Investment Consulting Inc. added	Shares	+76	+$1.5K	$4.6K
17	LANARK FINANCIAL, INC. added	Shares	+285	+$1.4K	$38.6K
18	Fortitude Family Office, LLC added	Shares	+55	+$1.2K	$2.4K
19	Creative Capital Management Investments LLC new	Shares	+42	+$1.1K	$1.1K
20	Wealth Enhancement Trust Services, Inc. new	Shares	+30	+$783	$783
21	Spire Wealth Management new	Shares	+21	+$548	$548
22	Bogart Wealth, LLC added	Shares	+19	+$374	$1.1K
23	Davis Capital Management new	Shares	+12	+$313	$313
24	Hughes Financial Services, LLC added	Shares	+4	+$95	$157
25	Abound Wealth Management added	Shares	+4	+$69	$288
26	Activest Wealth Management added	Shares	+1	+$26	$26
27	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$3	$12
28	Crewe Advisors LLC unchanged	Shares	0	-$5	$28
29	Quaker Wealth Management, LLC unchanged	Shares	0	-$25	$131
30	Trust Co unchanged	Shares	0	-$86	$444
31	Cromwell Holdings LLC unchanged	Shares	0	-$117	$600
32	Retirement Wealth Solutions LLC trimmed	Shares	-1	-$143	$575
33	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$188	$966
34	PARK AVENUE SECURITIES LLC exited	Shares	-7.0K	-$219	$0
35	AdvisorNet Financial, Inc unchanged	Shares	0	-$294	$1.5K
36	Vermillion Wealth Management, Inc. trimmed	Shares	-8	-$405	$838
37	AMALGAMATED BANK trimmed	Shares	-4.0K	-$438	$1.6K
38	Mountain Hill Investment Partners Corp. added	Shares	+1	-$453	$2.4K
39	GODSEY & GIBB, INC unchanged	Shares	0	-$696	$3.6K
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-2.4K	-$1.2K	$6.0K
41	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$1.2K	$6.4K
42	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-30	-$1.3K	$2.0K
43	LRI Investments, LLC added	Shares	+10	-$1.5K	$9.1K
44	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.0K	-$1.5K	$172.0K
45	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$1.5K	$7.8K
46	Sound Income Strategies, LLC exited	Shares	-53	-$1.6K	$0
47	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	-$1.6K	$8.2K
48	State of Alaska, Department of Revenue trimmed	Shares	-44.4K	-$2.1K	$3.8K
49	Realta Investment Advisors added	Shares	+3	-$2.3K	$12.3K
50	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$2.7K	$14.0K

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