SM Energy Co (SM) — Institutional Holders, Q2 2026 (page 5)
500 institutional investment managers reported a SM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $6.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SM 13F holders ranked 401–500 of 500
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | EASTERN BANK#401 · 719 sh | 719 | $18.8K | — | 0.0% |
| 402 | Bare Financial Services#402 · 663 sh | 663 | $17.3K | <0.01% | +66.6% |
| 403 | Vanguard National#403 · 655 sh | 655 | $17.1K | <0.01% | 0.0% |
| 404 | Bell Investment Advisors#404 · 652 sh | 652 | $17.0K | <0.01% | 0.0% |
| 405 | WHITTIER OF NEVADA#405 · 528 sh | 528 | $14.7K | <0.01% | 0.0% |
| 406 | Keating Financial Advisory Services#406 · 541 sh | 541 | $14.1K | <0.01% | +8.4% |
| 407 | Cedar Mountain Advisors#407 · 538 sh | 538 | $14.0K | — | 0.0% |
| 408 | Rakuten Securities#408 · 494 sh | 494 | $12.9K | <0.01% | +24.4% |
| 409 | Realta Investment Advisors#409 · 470 sh | 470 | $12.3K | — | +0.6% |
| 410 | Capital Advisors, Ltd.#410 · 470 sh | 470 | $12.0K | — | 0.0% |
| 411 | Westside Investment Management#411 · 395 sh | 395 | $10.3K | <0.01% | 0.0% |
| 412 | Avion Wealth#412 · 397 sh | 397 | $10.0K | <0.01% | 0.0% |
| 413 | LRI Investments#413 · 349 sh | 349 | $9.1K | <0.01% | +2.9% |
| 414 | Sachetta#414 · 339 sh | 339 | $8.8K | <0.01% | +149.3% |
| 415 | ZRC WEALTH MANAGEMENT#415 · 316 sh | 316 | $8.2K | — | 0.0% |
| 416 | CoreCap Advisors#416 · 313 sh | 313 | $8.2K | — | +2508.3% |
| 417 | AMERIFLEX GROUP#417 · 305 sh | 305 | $8.0K | <0.01% | 0.0% |
| 418 | FINANCIAL CONSULATE#418 · 300 sh | 300 | $7.8K | — | 0.0% |
| 419 | WealthCollab#419 · 277 sh | 277 | $7.2K | <0.01% | -21.5% |
| 420 | Essential Partners#420 · 271 sh | 271 | $7.1K | — | -53.0% |
| 421 | Frankly Finances#421 · 270 sh | 270 | $7.0K | — | New |
| 422 | Owl Creek Wealth Partners#422 · 245 sh | 245 | $6.4K | — | 0.0% |
| 423 | PICTON MAHONEY ASSET MANAGEMENT#423 · 244 sh | 244 | $6.4K | 0.00% | +741.4% |
| 424 | MEEDER ASSET MANAGEMENT#424 · 239 sh | 239 | $6.2K | <0.01% | -99.6% |
| 425 | CVA Family Office#425 · 204 sh | 204 | $5.3K | <0.01% | +65.9% |
| 426 | Continuum Advisory#426 · 193 sh | 193 | $5.0K | <0.01% | New |
| 427 | Private Wealth Management Group#427 · 186 sh | 186 | $4.9K | — | +69.1% |
| 428 | Archer Investment#428 · 183 sh | 183 | $4.8K | <0.01% | 0.0% |
| 429 | SJS Investment Consulting#429 · 178 sh | 178 | $4.6K | — | +74.5% |
| 430 | Clearstead Advisors#430 · 178 sh | 178 | $4.6K | 0.00% | New |
| 431 | WHITTIER#431 · 174 sh | 174 | $4.6K | 0.00% | 0.0% |
| 432 | Private Wealth Asset Management#432 · 174 sh | 174 | $4.5K | <0.01% | 0.0% |
| 433 | Physician Wealth Advisors#433 · 156 sh | 156 | $4.1K | — | +90.2% |
| 434 | Prestige Wealth Management Group#434 · 147 sh | 147 | $3.8K | <0.01% | 0.0% |
| 435 | GODSEY & GIBB#435 · 137 sh | 137 | $3.6K | — | 0.0% |
| 436 | Quarry#436 · 131 sh | 131 | $3.4K | <0.01% | New |
| 437 | Rialto Wealth Management#437 · 128 sh | 128 | $3.3K | <0.01% | +39.1% |
| 438 | Godfrey Financial Associates#438 · 125 sh | 125 | $3.3K | <0.01% | 0.0% |
| 439 | CHILTON CAPITAL MANAGEMENT#439 · 124 sh | 124 | $3.2K | <0.01% | 0.0% |
| 440 | PRIVATE NA#440 · 124 sh | 124 | $3.2K | — | 0.0% |
| 441 | True Wealth Design#441 · 119 sh | 119 | $3.1K | — | -57.7% |
| 442 | MV CAPITAL MANAGEMENT#442 · 116 sh | 116 | $3.0K | <0.01% | +78.5% |
| 443 | Transamerica Financial Advisors#443 · 108 sh | 108 | $2.8K | <0.01% | +12.5% |
| 444 | ACTION POINT FINANCIAL PLANNING#444 · 111 sh | 111 | $2.8K | <0.01% | New |
| 445 | Cornerstone Financial Management#445 · 104 sh | 104 | $2.7K | <0.01% | +16.9% |
| 446 | JFS WEALTH ADVISORS#446 · 103 sh | 103 | $2.7K | <0.01% | +243.3% |
| 447 | Ancora Advisors#447 · 100 sh | 100 | $2.6K | <0.01% | -93.0% |
| 448 | Buck Wealth Strategies#448 · 100 sh | 100 | $2.6K | — | New |
| 449 | Bruce G. Allen Investments#449 · 99 sh | 99 | $2.6K | <0.01% | +11.2% |
| 450 | Mountain Hill Investment Partners#450 · 94 sh | 94 | $2.4K | — | +1.1% |
| 451 | Fortitude Family Office#451 · 93 sh | 93 | $2.4K | — | +144.7% |
| 452 | Stone House Investment Management#452 · 90 sh | 90 | $2.3K | — | 0.0% |
| 453 | SHP Wealth Management#453 · 83 sh | 83 | $2.2K | <0.01% | 0.0% |
| 454 | FARMERS & MERCHANTS INVESTMENTS#454 · 75 sh | 75 | $2.0K | — | -28.6% |
| 455 | Manchester Capital Management#455 · 62 sh | 62 | $1.6K | — | 0.0% |
| 456 | AdvisorNet Financial#456 · 58 sh | 58 | $1.5K | — | 0.0% |
| 457 | Johnson Financial Group#457 · 47 sh | 47 | $1.2K | 0.00% | 0.0% |
| 458 | Cornerstone Planning Group#458 · 36 sh | 36 | $1.2K | — | New |
| 459 | Plante Moran Financial Advisors#459 · 44 sh | 44 | $1.1K | <0.01% | New |
| 460 | SouthState Bank#460 · 43 sh | 43 | $1.1K | 0.00% | 0.0% |
| 461 | Bogart Wealth#461 · 43 sh | 43 | $1.1K | 0.00% | +79.2% |
| 462 | Creative Capital Management Investments#462 · 42 sh | 42 | $1.1K | — | New |
| 463 | GILPIN WEALTH MANAGEMENT#463 · 37 sh | 37 | $966.00 | — | 0.0% |
| 464 | MANNING & NAPIER ADVISORS#464 · 36 sh | 36 | $941.00 | 0.00% | New |
| 465 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#465 · 36 sh | 36 | $926.00 | <0.01% | -93.3% |
| 466 | Ankerstar Wealth#466 · 34 sh | 34 | $887.00 | <0.01% | 0.0% |
| 467 | Vermillion Wealth Management#467 · 32 sh | 32 | $838.00 | — | -20.0% |
| 468 | Breakwater Investment Management#468 · 32 sh | 32 | $836.00 | — | New |
| 469 | WPG Advisers#469 · 31 sh | 31 | $809.00 | — | 0.0% |
| 470 | Rossby Financial, LCC#470 · 30 sh | 30 | $783.00 | <0.01% | +42.9% |
| 471 | Wealth Enhancement Services#471 · 30 sh | 30 | $783.00 | — | New |
| 472 | TD PRIVATE CLIENT WEALTH#472 · 29 sh | 29 | $757.00 | 0.00% | New |
| 473 | Cromwell#473 · 23 sh | 23 | $600.00 | <0.01% | 0.0% |
| 474 | Retirement Wealth Solutions#474 · 22 sh | 22 | $575.00 | — | -4.3% |
| 475 | Bay Harbor Wealth Management#475 · 22 sh | 22 | $574.00 | <0.01% | +450.0% |
| 476 | Independence Bank of Kentucky#476 · 21 sh | 21 | $548.00 | — | -99.8% |
| 477 | Spire Wealth Management#477 · 21 sh | 21 | $548.00 | 0.00% | New |
| 478 | Trust Co#478 · 17 sh | 17 | $444.00 | — | 0.0% |
| 479 | Silver Grove Financial Group#479 · 15 sh | 15 | $392.00 | <0.01% | New |
| 480 | CREATIVE FINANCIAL DESIGNS#480 · 15 sh | 15 | $392.00 | 0.00% | -37.5% |
| 481 | HFM Investment Advisors#481 · 14 sh | 14 | $366.00 | <0.01% | +600.0% |
| 482 | Collier Financial#482 · 13 sh | 13 | $339.00 | <0.01% | 0.0% |
| 483 | Davis Capital Management#483 · 12 sh | 12 | $313.00 | — | New |
| 484 | Abound Wealth Management#484 · 11 sh | 11 | $288.00 | — | +57.1% |
| 485 | Cassaday & Wealth Management#485 · 11 sh | 11 | $288.00 | — | 0.0% |
| 486 | Leonteq Securities AG#486 · 9 sh | 9 | $235.00 | 0.00% | 0.0% |
| 487 | Dunhill Financial#487 · 6 sh | 6 | $164.00 | 0.00% | 0.0% |
| 488 | Hughes Financial Services#488 · 6 sh | 6 | $157.00 | 0.00% | +200.0% |
| 489 | Signature Equity Partners#489 · 6 sh | 6 | $157.00 | <0.01% | 0.0% |
| 490 | Quaker Wealth Management#490 · 5 sh | 5 | $131.00 | — | 0.0% |
| 491 | RAFFA WEALTH MANAGEMENT#491 · 4 sh | 4 | $104.00 | 0.00% | +300.0% |
| 492 | DecisionPoint Financial#492 · 4 sh | 4 | $103.00 | — | New |
| 493 | MARYLAND CAPITAL ADVISORS#493 · 2 sh | 2 | $53.00 | — | — |
| 494 | DANSKE BANK A/S#494 · 2 sh | 2 | $52.00 | 0.00% | 0.0% |
| 495 | Crewe Advisors#495 · 1 sh | 1 | $28.00 | 0.00% | 0.0% |
| 496 | Activest Wealth Management#496 · 1 sh | 1 | $26.00 | — | New |
| 497 | LSV ASSET MANAGEMENT#497 · 1 sh | 1 | $0.00 | 0.00% | -100.0% |
| 498 | Evolution Advisers#498 · 18 sh | 18 | $0.00 | 0.00% | New |
| 499 | Navigoe#499 · 8 sh | 8 | $0.00 | 0.00% | New |
| 500 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#500 · 278,055 sh | 278,055 | — | — | +11.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.