Who owns Sm Energy Co (SM)?
211 US mutual funds and ETFs from 111 fund families reported a position in SM for the quarter ending 2026-06-30. Against their own report a quarter earlier, 93 raised shares, 26 opened a new position, 52 cut and 16 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Ishares Trust | 9 | 37.6% |
| Vanguard Index Funds | 4 | 29.0% |
| Spdr Series Trust | 6 | 8.7% |
| Capitol Series Trust | 1 | 2.3% |
| Jpmorgan Trust I | 3 | 2.2% |
| Vanguard Tax-Managed Funds | 1 | 1.9% |
Tracked managers holding SM
None of the managers Prior Moves tracks on 13F reports SM in its latest filing.
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about SM. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
Our model ranks every tracked manager’s likely next buys from 13F filings. Request the dataset sample with a work email.
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