HoldingsChannel.com
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 307 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.21,425,526$677,689 06/30/2023
     SM21,425,526$677,689 06/30/2023
Vanguard Group Inc.14,921,087$471,954 06/30/2023
     SM14,921,087$471,954 06/30/2023
State Street Corp6,641,786$210,080 06/30/2023
     SM6,641,786$210,080 06/30/2023
Dimensional Fund Advisors LP4,279,379$135,356 06/30/2023
     SM4,279,379$135,356 06/30/2023
Frontier Capital Management Co. LLC3,414,656$108,006 06/30/2023
     SM3,414,656$108,006 06/30/2023
Geode Capital Management LLC2,360,162$74,652 06/30/2023
     SM2,360,162$74,652 06/30/2023
River Road Asset Management LLC2,339,347$73,994 06/30/2023
     SM2,339,347$73,994 06/30/2023
Millennium Management LLC2,253,592$71,281 06/30/2023
     SM2,253,592$71,281 06/30/2023
JPMorgan Chase & Co.1,940,101$61,365 06/30/2023
     SM1,940,101$61,365 06/30/2023
Pacer Advisors Inc.1,671,663$52,875 06/30/2023
     SM1,671,663$52,875 06/30/2023
Renaissance Technologies LLC1,618,700$51,199 06/30/2023
     SM1,618,700$51,199 06/30/2023
Goldman Sachs Group Inc.1,582,561$50,056 06/30/2023
     SM1,582,561$50,056 06/30/2023
D. E. Shaw & Co. Inc. $46,389 06/30/2023
     SM1,476,593$46,705 06/30/2023
     Put10,000$316 06/30/2023
American Century Companies Inc.1,463,727$46,298 06/30/2023
     SM1,463,727$46,298 06/30/2023
Charles Schwab Investment Management Inc.1,461,097$46,214 06/30/2023
     SM1,461,097$46,214 06/30/2023
Bank of New York Mellon Corp1,433,111$45,329 06/30/2023
     SM1,433,111$45,329 06/30/2023
Northern Trust Corp1,392,635$44,049 06/30/2023
     SM1,392,635$44,049 06/30/2023
Balyasny Asset Management LLC1,280,709$40,509 06/30/2023
     SM1,280,709$40,509 06/30/2023
Invesco Ltd.1,189,023$37,609 06/30/2023
     SM1,189,023$37,609 06/30/2023
William Blair Investment Management LLC1,109,726$35,101 06/30/2023
     SM1,109,726$35,101 06/30/2023
Price T Rowe Associates Inc. MD1,016,262$32,145 06/30/2023
     SM1,016,262$32,145 06/30/2023
Palisade Capital Management LLC NJ960,616$30,384 06/30/2023
     SM960,616$30,384 06/30/2023
First Trust Advisors LP940,381$29,744 06/30/2023
     SM940,381$29,744 06/30/2023
Morgan Stanley906,355$28,668 06/30/2023
     SM906,355$28,668 06/30/2023
Wellington Management Group LLP851,101$26,920 06/30/2023
     SM851,101$26,920 06/30/2023
Citadel Advisors LLC $25,691 06/30/2023
     SM747,144$23,632 06/30/2023
     Call170,800$5,402 06/30/2023
     Put105,700$3,343 06/30/2023
Ameriprise Financial Inc.805,079$25,465 06/30/2023
     SM805,079$25,465 06/30/2023
GW&K Investment Management LLC735,116$23,252 06/30/2023
     SM735,116$23,252 06/30/2023
Principal Financial Group Inc.716,351$22,658 06/30/2023
     SM716,351$22,658 06/30/2023
Bank of America Corp DE692,772$21,912 06/30/2023
     SM692,772$21,912 06/30/2023
Nuveen Asset Management LLC685,756$21,690 06/30/2023
     SM685,756$21,690 06/30/2023
Marshall Wace LLP677,338$21,424 06/30/2023
     SM677,338$21,424 06/30/2023
FMR LLC673,456$21,301 06/30/2023
     SM673,456$21,301 06/30/2023
Hodges Capital Management Inc.444,371$20,970 06/30/2023
     SM444,371$20,970 06/30/2023
Aventail Capital Group LP662,521$20,956 06/30/2023
     SM662,521$20,956 06/30/2023
Wedge Capital Management L L P NC608,351$19,242 06/30/2023
     SM608,351$19,242 06/30/2023
Allspring Global Investments Holdings LLC547,297$17,311 06/30/2023
     SM547,297$17,311 06/30/2023
PointState Capital LP545,083$17,241 06/30/2023
     SM545,083$17,241 06/30/2023
Barclays PLC534,599$16,908 06/30/2023
     SM534,599$16,908 06/30/2023
Prudential Financial Inc.499,892$15,812 06/30/2023
     SM499,892$15,812 06/30/2023
SIR Capital Management L.P.491,300$15,540 06/30/2023
     SM491,300$15,540 06/30/2023
Arrowstreet Capital Limited Partnership476,087$15,059 06/30/2023
     SM476,087$15,059 06/30/2023
Voloridge Investment Management LLC439,660$13,906 06/30/2023
     SM439,660$13,906 06/30/2023
Macquarie Group Ltd.433,357$13,707 06/30/2023
     SM433,357$13,707 06/30/2023
Rhumbline Advisers427,863$13,533 06/30/2023
     SM427,863$13,533 06/30/2023
Legal & General Group Plc407,299$12,883 06/30/2023
     SM407,299$12,883 06/30/2023
Oslo Asset Management AS405,108$12,814 06/30/2023
     SM405,108$12,814 06/30/2023
BNP Paribas Arbitrage SA385,929$12,207 06/30/2023
     SM385,929$12,207 06/30/2023
HITE Hedge Asset Management LLC373,458$11,812 06/30/2023
     SM373,458$11,812 06/30/2023
Tributary Capital Management LLC364,140$11,518 06/30/2023
     SM364,140$11,518 06/30/2023
Glenmede Trust Co. NA399,212$11,325 06/30/2023
     SM399,212$11,325 06/30/2023
Comerica Bank352,598$11,153 06/30/2023
     SM352,598$11,153 06/30/2023
Russell Investments Group Ltd.341,566$10,804 06/30/2023
     SM341,566$10,804 06/30/2023
Bank of Montreal Can $10,777 06/30/2023
     Call323,000$10,246 06/30/2023
     SM36,728$1,165 06/30/2023
     Put20,000$634 06/30/2023
Pekin Hardy Strauss Inc.310,424$9,819 06/30/2023
     SM310,424$9,819 06/30/2023
Connor Clark & Lunn Investment Management Ltd.299,569$9,475 06/30/2023
     SM299,569$9,475 06/30/2023
Algert Global LLC281,037$8,889 06/30/2023
     SM281,037$8,889 06/30/2023
Eagle Asset Management Inc.265,653$8,403 06/30/2023
     SM265,653$8,403 06/30/2023
Swiss National Bank262,400$8,300 06/30/2023
     SM262,400$8,300 06/30/2023
Envestnet Asset Management Inc.261,389$8,268 06/30/2023
     SM261,389$8,268 06/30/2023
Alyeska Investment Group L.P.257,205$8,135 06/30/2023
     SM257,205$8,135 06/30/2023
Citigroup Inc.247,562$7,830 06/30/2023
     SM247,562$7,830 06/30/2023
Walleye Capital LLC $7,814 06/30/2023
     SM233,541$7,387 06/30/2023
     Call26,200$829 06/30/2023
     Put12,700$402 06/30/2023
Susquehanna International Group LLP $7,673 06/30/2023
     SM258,580$8,179 06/30/2023
     Put200,900$6,354 06/30/2023
     Call184,900$5,848 06/30/2023
Rafferty Asset Management LLC241,218$7,630 06/30/2023
     SM241,218$7,630 06/30/2023
California Public Employees Retirement System233,724$7,393 06/30/2023
     SM233,724$7,393 06/30/2023
AQR Capital Management LLC226,231$7,156 06/30/2023
     SM226,231$7,156 06/30/2023
Raymond James & Associates224,651$7,106 06/30/2023
     SM224,651$7,106 06/30/2023
Cinctive Capital Management LP223,303$7,063 06/30/2023
     SM223,303$7,063 06/30/2023
Evoke Wealth LLC223,014$7,054 06/30/2023
     SM223,014$7,054 06/30/2023
Baird Financial Group Inc.218,037$6,897 06/30/2023
     SM218,037$6,897 06/30/2023
Deutsche Bank AG213,969$6,768 06/30/2023
     SM213,969$6,768 06/30/2023
Public Sector Pension Investment Board213,922$6,766 06/30/2023
     SM213,922$6,766 06/30/2023
Thrivent Financial for Lutherans208,416$6,593 06/30/2023
     SM208,416$6,593 06/30/2023
UBS Group AG198,000$6,263 06/30/2023
     SM198,000$6,263 06/30/2023
Healthcare of Ontario Pension Plan Trust Fund195,839$6,194 06/30/2023
     SM195,839$6,194 06/30/2023
New York State Teachers Retirement System194,393$6,149 06/30/2023
     SM194,393$6,149 06/30/2023
Hsbc Holdings PLC192,910$6,117 06/30/2023
     SM192,910$6,117 06/30/2023
CoreCommodity Management LLC186,801$5,909 06/30/2023
     SM186,801$5,909 06/30/2023
Holocene Advisors LP186,085$5,886 06/30/2023
     SM186,085$5,886 06/30/2023
Putnam Investments LLC185,061$5,853 06/30/2023
     SM185,061$5,853 06/30/2023
Wells Fargo & Company MN167,582$5,301 06/30/2023
     SM167,582$5,301 06/30/2023
Capital Fund Management S.A. $4,917 06/30/2023
     SM112,951$3,573 06/30/2023
     Call63,200$1,999 06/30/2023
     Put20,700$655 06/30/2023
Alliancebernstein L.P.155,260$4,911 06/30/2023
     SM155,260$4,911 06/30/2023
RE Advisers Corp153,300$4,849 06/30/2023
     SM153,300$4,849 06/30/2023
Mariner LLC150,338$4,755 06/30/2023
     SM150,338$4,755 06/30/2023
California State Teachers Retirement System146,014$4,618 06/30/2023
     SM146,014$4,618 06/30/2023
Man Group plc142,607$4,511 06/30/2023
     SM142,607$4,511 06/30/2023
Credit Suisse AG141,303$4,469 06/30/2023
     SM141,303$4,469 06/30/2023
Royal Bank of Canada138,763$4,388 06/30/2023
     SM138,763$4,388 06/30/2023
1492 Capital Management LLC138,480$4,380 06/30/2023
     SM138,480$4,380 06/30/2023
Nisa Investment Advisors LLC137,965$4,364 06/30/2023
     SM137,965$4,364 06/30/2023
Commonwealth of Pennsylvania Public School Empls Retrmt SYS136,230$4,309 06/30/2023
     SM136,230$4,309 06/30/2023
Federated Hermes Inc.128,052$4,050 06/30/2023
     SM128,052$4,050 06/30/2023
Weiss Multi Strategy Advisers LLC125,400$3,966 06/30/2023
     SM125,400$3,966 06/30/2023
First Eagle Investment Management LLC122,178$3,864 06/30/2023
     SM122,178$3,864 06/30/2023
Thomist Capital Management LP119,552$3,743 06/30/2023
     SM119,552$3,743 06/30/2023
Tanglewood Legacy Advisors LLC118,323$3,743 06/30/2023
     SM118,323$3,743 06/30/2023
Clark Estates Inc. NY118,000$3,732 06/30/2023
     SM118,000$3,732 06/30/2023
Great West Life Assurance Co. Can108,985$3,450 06/30/2023
     SM108,985$3,450 06/30/2023
Texas Permanent School Fund106,115$3,356 06/30/2023
     SM106,115$3,356 06/30/2023
Victory Capital Management Inc.99,867$3,159 06/30/2023
     SM99,867$3,159 06/30/2023
Empowered Funds LLC97,522$3,085 06/30/2023
     SM97,522$3,085 06/30/2023
EA Series Trust97,522$3,085 06/30/2023
     SM97,522$3,085 06/30/2023
Colony Group LLC93,700$2,964 06/30/2023
     SM93,700$2,964 06/30/2023
Nokomis Capital L.L.C.93,628$2,961 06/30/2023
     SM93,628$2,961 06/30/2023
Franklin Resources Inc.92,975$2,941 06/30/2023
     SM92,975$2,941 06/30/2023
State of New Jersey Common Pension Fund D91,131$2,882 06/30/2023
     SM91,131$2,882 06/30/2023
Voya Investment Management LLC90,169$2,852 06/30/2023
     SM90,169$2,852 06/30/2023
Hussman Strategic Advisors Inc.89,600$2,834 06/30/2023
     SM89,600$2,834 06/30/2023
State of Tennessee Treasury Department89,100$2,818 06/30/2023
     SM89,100$2,818 06/30/2023
Assenagon Asset Management S.A.88,830$2,810 06/30/2023
     SM88,830$2,810 06/30/2023
Boston Partners87,796$2,778 06/30/2023
     SM87,796$2,778 06/30/2023
UBS Asset Management Americas Inc.97,639$2,750 06/30/2023
     SM97,639$2,750 06/30/2023
Connors Investor Services Inc.84,295$2,666 06/30/2023
     SM84,295$2,666 06/30/2023
Dfpg Investments LLC75,210$2,614 06/30/2023
     SM75,210$2,614 06/30/2023
Wolverine Trading LLC $2,602 06/30/2023
     Call98,200$3,075 06/30/2023
     Put15,100$473 06/30/2023
Trexquant Investment LP81,611$2,581 06/30/2023
     SM81,611$2,581 06/30/2023
Jacobs Levy Equity Management Inc.79,338$2,509 06/30/2023
     SM79,338$2,509 06/30/2023
State of Alaska Department of Revenue79,298$2,508 06/30/2023
     SM79,298$2,508 06/30/2023
Tocqueville Asset Management L.P.78,700$2,489 06/30/2023
     SM78,700$2,489 06/30/2023
Engineers Gate Manager LP77,889$2,464 06/30/2023
     SM77,889$2,464 06/30/2023
Verdence Capital Advisors LLC75,775$2,397 06/30/2023
     SM75,775$2,397 06/30/2023
Two Sigma Advisers LP74,900$2,369 06/30/2023
     SM74,900$2,369 06/30/2023
Ethic Inc.73,407$2,322 06/30/2023
     SM73,407$2,322 06/30/2023
CI Private Wealth LLC73,291$2,318 06/30/2023
     SM73,291$2,318 06/30/2023
Yousif Capital Management LLC67,325$2,129 06/30/2023
     SM67,325$2,129 06/30/2023
Townsquare Capital LLC75,137$2,116 03/31/2023
     SM75,137$2,116 03/31/2023
American International Group Inc.64,528$2,041 06/30/2023
     SM64,528$2,041 06/30/2023
Numerai GP LLC64,218$2,031 06/30/2023
     SM64,218$2,031 06/30/2023
Louisiana State Employees Retirement System63,300$2,002 06/30/2023
     SM63,300$2,002 06/30/2023
MetLife Investment Management LLC63,113$1,996 06/30/2023
     SM63,113$1,996 06/30/2023
First National Bank of Omaha62,381$1,973 06/30/2023
     SM62,381$1,973 06/30/2023
Creative Planning59,904$1,895 06/30/2023
     SM59,904$1,895 06/30/2023
US Bancorp DE58,865$1,862 06/30/2023
     SM58,865$1,862 06/30/2023
Janus Henderson Group PLC58,212$1,842 06/30/2023
     SM58,212$1,842 06/30/2023
Mercer Global Advisors Inc. ADV57,752$1,827 06/30/2023
     SM57,752$1,827 06/30/2023
Mirae Asset Global Investments Co. Ltd.52,879$1,673 06/30/2023
     SM52,879$1,673 06/30/2023
The Manufacturers Life Insurance Company 48,712$1,541 06/30/2023
     SM48,712$1,541 06/30/2023
Amalgamated Bank48,421$1,532 06/30/2023
     SM48,421$1,532 06/30/2023
Maryland State Retirement & Pension System46,954$1,485 06/30/2023
     SM46,954$1,485 06/30/2023
Truist Financial Corp46,327$1,465 06/30/2023
     SM46,327$1,465 06/30/2023
Sendero Wealth Management LLC46,008$1,455 06/30/2023
     SM46,008$1,455 06/30/2023
Orion Portfolio Solutions LLC45,344$1,434 06/30/2023
     SM45,344$1,434 06/30/2023
Ellevest Inc.44,777$1,416 06/30/2023
     SM44,777$1,416 06/30/2023
Toroso Investments LLC43,757$1,384 06/30/2023
     SM43,757$1,384 06/30/2023
Cresset Asset Management LLC41,827$1,323 06/30/2023
     SM41,827$1,323 06/30/2023
Adams Wealth Management41,778$1,321 06/30/2023
     SM41,778$1,321 06/30/2023
Teacher Retirement System of Texas40,969$1,296 06/30/2023
     SM40,969$1,296 06/30/2023
Cobalt Capital Management Inc.40,000$1,265 06/30/2023
     SM40,000$1,265 06/30/2023
Teachers Retirement System of The State of Kentucky39,756$1,257 06/30/2023
     SM39,756$1,257 06/30/2023
Natixis Advisors L.P.39,464$1,248 06/30/2023
     SM39,464$1,248 06/30/2023
Insight Wealth Strategies LLC39,118$1,237 06/30/2023
     SM39,118$1,237 06/30/2023
TCI Wealth Advisors Inc.39,071$1,236 06/30/2023
     SM39,071$1,236 06/30/2023
Royce & Associates LP38,898$1,230 06/30/2023
     SM38,898$1,230 06/30/2023
Neo Ivy Capital Management37,662$1,191 06/30/2023
     SM37,662$1,191 06/30/2023
Oregon Public Employees Retirement Fund37,552$1,188 06/30/2023
     SM37,552$1,188 06/30/2023
Ensign Peak Advisors Inc37,270$1,179 06/30/2023
     SM37,270$1,179 06/30/2023
TD Asset Management Inc.36,100$1,142 06/30/2023
     SM36,100$1,142 06/30/2023
Edgestream Partners L.P.36,069$1,141 06/30/2023
     SM36,069$1,141 06/30/2023
Waldron Private Wealth LLC35,768$1,131 06/30/2023
     SM35,768$1,131 06/30/2023
CSS LLC IL $1,107 06/30/2023
     Call25,000$791 06/30/2023
     SM10,000$316 06/30/2023
Ironwood Investment Management LLC34,190$1,081 06/30/2023
     SM34,190$1,081 06/30/2023
State Board of Administration of Florida Retirement System34,107$1,079 06/30/2023
     SM34,107$1,079 06/30/2023
Arizona State Retirement System33,851$1,071 06/30/2023
     SM33,851$1,071 06/30/2023
Advisor Partners II LLC32,198$1,018 06/30/2023
     SM32,198$1,018 06/30/2023
Globeflex Capital L P31,567$998 06/30/2023
     SM31,567$998 06/30/2023
Guggenheim Capital LLC30,602$968 06/30/2023
     SM30,602$968 06/30/2023
Sei Investments Co.28,880$913 06/30/2023
     SM28,880$913 06/30/2023
State of Wisconsin Investment Board28,565$904 06/30/2023
     SM28,565$904 06/30/2023
Strs Ohio28,400$898 06/30/2023
     SM28,400$898 06/30/2023
Jane Street Group LLC $897 06/30/2023
     Call37,200$1,177 06/30/2023
     Put27,600$873 06/30/2023
     SM18,757$593 06/30/2023
The PNC Financial Services Group Inc.25,701$813 06/30/2023
     SM25,701$813 06/30/2023
Exchange Traded Concepts LLC25,048$792 06/30/2023
     SM25,048$792 06/30/2023
Walleye Trading LLC $749 06/30/2023
     Call29,800$943 06/30/2023
     Put12,500$395 06/30/2023
     SM6,340$201 06/30/2023
Mutual of America Capital Management LLC23,539$745 06/30/2023
     SM23,539$745 06/30/2023
GSA Capital Partners LLP23,011$728 06/30/2023
     SM23,011$728 06/30/2023
Captrust Financial Advisors23,027$728 06/30/2023
     SM23,027$728 06/30/2023
AJ Wealth Strategies LLC22,445$710 06/30/2023
     SM22,445$710 06/30/2023
Cerity Partners LLC21,651$685 06/30/2023
     SM21,651$685 06/30/2023
Zurcher Kantonalbank Zurich Cantonalbank 21,350$675 06/30/2023
     SM21,350$675 06/30/2023
Illinois Municipal Retirement Fund20,542$650 06/30/2023
     SM20,542$650 06/30/2023
Public Employees Retirement System of Ohio19,406$614 06/30/2023
     SM19,406$614 06/30/2023
Sea Otter Advisors LLC $601 06/30/2023
     Call19,000$601 06/30/2023
JustInvest LLC18,923$599 06/30/2023
     SM18,923$599 06/30/2023
ProShare Advisors LLC18,773$594 06/30/2023
     SM18,773$594 06/30/2023
Martingale Asset Management L P17,770$562 06/30/2023
     SM17,770$562 06/30/2023
Sippican Capital Advisors17,670$559 06/30/2023
     SM17,670$559 06/30/2023
Public Employees Retirement Association of Colorado16,412$519 06/30/2023
     SM16,412$519 06/30/2023
Bayesian Capital Management LP16,032$507 06/30/2023
     SM16,032$507 06/30/2023
Cubic Asset Management LLC15,675$496 06/30/2023
     SM15,675$496 06/30/2023
Moody National Bank Trust Division15,000$474 06/30/2023
     SM15,000$474 06/30/2023
WINTON GROUP Ltd14,974$474 06/30/2023
     SM14,974$474 06/30/2023
Gotham Asset Management LLC14,913$472 06/30/2023
     SM14,913$472 06/30/2023
American Trust14,284$452 06/30/2023
     SM14,284$452 06/30/2023
Cornerstone Investment Partners LLC13,767$435 06/30/2023
     SM13,767$435 06/30/2023
Brevan Howard Capital Management LP13,383$423 06/30/2023
     SM13,383$423 06/30/2023
Virginia Retirement Systems ET AL13,300$421 06/30/2023
     SM13,300$421 06/30/2023
Pictet Asset Management SA12,923$409 06/30/2023
     SM12,923$409 06/30/2023
Gallacher Capital Management LLC12,916$409 06/30/2023
     SM12,916$409 06/30/2023
Bailard Inc.12,800$405 06/30/2023
     SM12,800$405 06/30/2023
Centiva Capital LP12,700$402 06/30/2023
     SM12,700$402 06/30/2023
Jefferies Financial Group Inc.12,426$393 06/30/2023
     SM12,426$393 06/30/2023
Oppenheimer Asset Management Inc.12,177$385 06/30/2023
     SM12,177$385 06/30/2023
Capital Counsel LLC NY11,905$377 06/30/2023
     SM11,905$377 06/30/2023
Verition Fund Management LLC11,766$372 06/30/2023
     SM11,766$372 06/30/2023
Shell Asset Management Co.11,621$368 06/30/2023
     SM11,621$368 06/30/2023
PEAK6 Investments LLC $361 06/30/2023
     SM41,428$1,310 06/30/2023
     Put30,000$949 06/30/2023
Meritage Portfolio Management11,234$355 06/30/2023
     SM11,234$355 06/30/2023
Texas Yale Capital Corp.11,169$353 06/30/2023
     SM11,169$353 06/30/2023
Aigen Investment Management LP11,016$348 06/30/2023
     SM11,016$348 06/30/2023
Kestra Advisory Services LLC10,807$342 06/30/2023
     SM10,807$342 06/30/2023
Dupont Capital Management Corp10,597$335 06/30/2023
     SM10,597$335 06/30/2023
Pitcairn Co.10,101$319 06/30/2023
     SM10,101$319 06/30/2023
Crossmark Global Holdings Inc.8,862$318 06/30/2023
     SM8,862$318 06/30/2023
Empirical Finance LLC10,040$318 06/30/2023
     SM10,040$318 06/30/2023
Ameritas Investment Partners Inc.9,921$314 06/30/2023
     SM9,921$314 06/30/2023
CWM Advisors LLC9,895$313 06/30/2023
     SM9,895$313 06/30/2023
Lazard Asset Management LLC9,649$305 06/30/2023
     SM9,649$305 06/30/2023
Readystate Asset Management LP9,620$304 06/30/2023
     SM9,620$304 06/30/2023
Cim Investment Mangement Inc.9,388$297 06/30/2023
     SM9,388$297 06/30/2023
HighTower Advisors LLC9,204$292 06/30/2023
     SM9,204$292 06/30/2023
KBC Group NV9,126$289 06/30/2023
     SM9,126$289 06/30/2023
Quadrature Capital Ltd9,060$287 06/30/2023
     SM9,060$287 06/30/2023
SYSTM Wealth Solutions LLC8,892$281 06/30/2023
     SM8,892$281 06/30/2023
LPL Financial LLC8,808$279 06/30/2023
     SM8,808$279 06/30/2023
Mitsubishi UFJ Trust & Banking Corp8,763$277 06/30/2023
     SM8,763$277 06/30/2023
Inceptionr LLC8,580$271 06/30/2023
     SM8,580$271 06/30/2023
Paragon Capital Management Ltd8,449$267 06/30/2023
     SM8,449$267 06/30/2023
CFM Wealth Partners LLC8,209$260 06/30/2023
     SM8,209$260 06/30/2023
O Shaughnessy Asset Management LLC8,129$257 06/30/2023
     SM8,129$257 06/30/2023
CAPROCK Group Inc.7,898$250 06/30/2023
     SM7,898$250 06/30/2023
Meridian Wealth Advisors LLC7,720$244 06/30/2023
     SM7,720$244 06/30/2023
Neuberger Berman Group LLC7,502$237 06/30/2023
     SM7,502$237 06/30/2023
Headlands Technologies LLC7,493$237 06/30/2023
     SM7,493$237 06/30/2023
First Republic Investment Management Inc.7,467$236 06/30/2023
     SM7,467$236 06/30/2023
Vident Investment Advisory LLC7,407$234 06/30/2023
     SM7,407$234 06/30/2023
Energy Income Partners LLC7,337$232 06/30/2023
     SM7,337$232 06/30/2023
Profund Advisors LLC7,112$225 06/30/2023
     SM7,112$225 06/30/2023
Xponance Inc.7,091$224 06/30/2023
     SM7,091$224 06/30/2023
Metropolitan Life Insurance Co NY6,641$210 06/30/2023
     SM6,641$210 06/30/2023
Pearl River Capital LLC6,654$210 06/30/2023
     SM6,654$210 06/30/2023
Tudor Investment Corp Et Al $175 06/30/2023
     SM16,520$523 06/30/2023
     Put11,000$348 06/30/2023
GWM Advisors LLC5,487$174 06/30/2023
     SM5,487$174 06/30/2023
Quadrant Capital Group LLC5,007$158 06/30/2023
     SM5,007$158 06/30/2023
Advisor Group Holdings Inc.4,776$151 06/30/2023
     SM4,776$151 06/30/2023
Tower Research Capital LLC TRC 3,582$113 06/30/2023
     SM3,582$113 06/30/2023
Meeder Asset Management Inc.2,739$87 06/30/2023
     SM2,739$87 06/30/2023
Signaturefd LLC2,372$75 06/30/2023
     SM2,372$75 06/30/2023
CWM LLC2,344$74 06/30/2023
     SM2,344$74 06/30/2023
EverSource Wealth Advisors LLC1,535$49 06/30/2023
     SM1,535$49 06/30/2023
Bartlett & Co. LLC1,400$44 06/30/2023
     SM1,400$44 06/30/2023
UMB Bank N A MO1,018$32 06/30/2023
     SM1,018$32 06/30/2023
First Horizon Advisors Inc.961$30 06/30/2023
     SM961$30 06/30/2023
Byrne Asset Management LLC940$30 06/30/2023
     SM940$30 06/30/2023
IFP Advisors Inc880$28 06/30/2023
     SM880$28 06/30/2023
Fifth Third Bancorp840$27 06/30/2023
     SM840$27 06/30/2023
CI Investments Inc.789$25 06/30/2023
     SM789$25 06/30/2023
Global Wealth Strategies & Associates749$24 06/30/2023
     SM749$24 06/30/2023
Worth Asset Management LLC742$23 06/30/2023
     SM742$23 06/30/2023
Larson Financial Group LLC680$22 06/30/2023
     SM680$22 06/30/2023
Nomura Asset Management Co. Ltd.620$20 06/30/2023
     SM620$20 06/30/2023
Northwestern Mutual Wealth Management Co.600$19 06/30/2023
     SM600$19 06/30/2023
Cullen Frost Bankers Inc.500$16 06/30/2023
     SM500$16 06/30/2023
Register Financial Advisors LLC500$16 06/30/2023
     SM500$16 06/30/2023
Parallel Advisors LLC376$12 06/30/2023
     SM376$12 06/30/2023
Massmutual Trust Co. FSB ADV342$11 06/30/2023
     SM342$11 06/30/2023
Bollard Group LLC302$10 06/30/2023
     SM302$10 06/30/2023
Cypress Capital Management LLC WY 310$10 06/30/2023
     SM310$10 06/30/2023
Huntington National Bank281$9 06/30/2023
     SM281$9 06/30/2023
Parkside Financial Bank & Trust290$9 06/30/2023
     SM290$9 06/30/2023
Cary Street Partners Investment Advisory LLC285$9 06/30/2023
     SM285$9 06/30/2023
Lindbrook Capital LLC285$9 06/30/2023
     SM285$9 06/30/2023
Covestor Ltd270$9 06/30/2023
     SM270$9 06/30/2023
Allworth Financial LP210$7 06/30/2023
     SM210$7 06/30/2023
Bessemer Group Inc.209$6 06/30/2023
     SM209$6 06/30/2023
Lee Financial Co185$6 06/30/2023
     SM185$6 06/30/2023
Steward Partners Investment Advisory LLC150$5 06/30/2023
     SM150$5 06/30/2023
Hexagon Capital Partners LLC131$4 06/30/2023
     SM131$4 06/30/2023
Farmers & Merchants Investments Inc.88$3 06/30/2023
     SM88$3 06/30/2023
Private Trust Co. NA98$3 06/30/2023
     SM98$3 06/30/2023
Coppell Advisory Solutions LLC87$3 06/30/2023
     SM87$3 06/30/2023
Bell Investment Advisors Inc81$3 06/30/2023
     SM81$3 06/30/2023
ClariVest Asset Management LLC51$2 06/30/2023
     SM51$2 06/30/2023
AdvisorNet Financial Inc79$2 06/30/2023
     SM79$2 06/30/2023
Front Row Advisors LLC73$2 06/30/2023
     SM73$2 06/30/2023
GoalVest Advisory LLC75$2 06/30/2023
     SM75$2 06/30/2023
Quent Capital LLC53$2 06/30/2023
     SM53$2 06/30/2023
Proequities Inc. $1 06/30/2023
     SM27$1 06/30/2023
     Put0$0 06/30/2023
     Call0$0 06/30/2023
     NOTE 10$0 06/30/2023
Motco41$1 06/30/2023
     SM41$1 06/30/2023
JFS Wealth Advisors LLC41$1 06/30/2023
     SM41$1 06/30/2023
Glassman Wealth Services26$1 06/30/2023
     SM26$1 06/30/2023
Global Retirement Partners LLC36$1 06/30/2023
     SM36$1 06/30/2023
Prestige Wealth Management Group LLC17$1 06/30/2023
     SM17$1 06/30/2023
Avion Wealth37$1 06/30/2023
     SM37$1 06/30/2023
Disciplined Investments LLC17$1 06/30/2023
     SM17$1 06/30/2023
Cornerstone Planning Group LLC16$1 06/30/2023
     SM16$1 06/30/2023
Clearview Wealth Advisors LLC30$1 06/30/2023
     SM30$1 06/30/2023
Ronald Blue Trust Inc.24$1 06/30/2023
     SM24$1 06/30/2023
SJS Investment Consulting Inc.20$1 06/30/2023
     SM20$1 06/30/2023
RFP Financial Group LLC25$1 06/30/2023
     SM25$1 06/30/2023
25 LLC37$1 06/30/2023
     SM37$1 06/30/2023
Farther Finance Advisors LLC16$1 06/30/2023
     SM16$1 06/30/2023
Cutler Group LP $0 06/30/2023
     Put200$0 06/30/2023
     Call100$0 06/30/2023
Gradient Investments LLC7$0 06/30/2023
     SM7$0 06/30/2023
Tradewinds Capital Management LLC6$0 06/30/2023
     SM6$0 06/30/2023
TFO TDC LLC5$0 06/30/2023
     SM5$0 06/30/2023
Simplex Trading LLC9,200$-299 06/30/2023
     Put41,200$1,303 06/30/2023
     SM22,584$714 06/30/2023
     Call9,200$290 06/30/2023

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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