Public record / Tickers / SM

SM — SM Energy Co

Both disclosure regimes on one name: who in Congress filed about SM, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming SM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-09
filed 2022-09-09
13F holders
474
top-474 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Chris Jacobs · $1.0K–$15.0K

Sale · traded 2022-07-18 → filed 2022-09-09. Ranked over every SM row by the provable lower bound, never a point estimate.

No member disclosed SM in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated SM rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-09-09Chris Jacobs R–NY-27SaleTraded 07-18 LATE·53d$1K–$15K
2022-05-19Chris Jacobs R–NY-27PurchaseTraded 04-11 +38d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in SM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed SM in the trailing 12 months.

Congress ↔ notable managers · SM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · SM ENERGY COMPANY

Merged timeline of congressional filings and notable-manager moves on SM
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+1,217,544 sh
2026-05-15Tudor Investment Corp 13Ftrim−82,008 sh
2026-05-15Bridgewater Associates 13Fexit−47,514 sh
2026-05-14Caxton Associates 13Fadd+16,611 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$475M1
3CANADA PENSION PLAN INVESTMENT BOARD$452M1
4STATE STREET CORP$390M1
5ARISTEIA CAPITAL, L.L.C.$338M1
6VANGUARD CAPITAL MANAGEMENT LLC$329M1
7DIMENSIONAL FUND ADVISORS LP$312M1
8AMERICAN CENTURY COMPANIES INC$278M1
9DONALD SMITH & CO., INC.$225M1
10GEODE CAPITAL MANAGEMENT, LLC$178M1
11MILLENNIUM MANAGEMENT LLC$157M1
12FMR LLC$125M1
13MORGAN STANLEY$109M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$91.7M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$90.4M1
16WELLINGTON MANAGEMENT GROUP LLP$85.7M1
17MACKENZIE FINANCIAL CORP$83.5M1
18NORTHERN TRUST CORP$82.8M1
19Nuveen, LLC$73.6M1
20UBS Group AG$64.8M1
21VANGUARD FIDUCIARY TRUST CO$46.3M1
22Bank of New York Mellon Corp$44.2M1
23FEARNLEY ASSET MANAGEMENT AS$43.3M1
24FIRST TRUST ADVISORS LP$40.2M1
25Webs Creek Capital Management LP$40.1M1
26BANK OF AMERICA CORP /DE/$39.3M1
27Gotham Asset Management, LLC$38.3M1
28Invesco Ltd.$35.4M1
29VICTORY CAPITAL MANAGEMENT INC$35.1M1
30PRINCIPAL FINANCIAL GROUP INC$34.3M1
31AQR CAPITAL MANAGEMENT LLC$33.6M1
32Fisher Asset Management, LLC$30.6M1
33PALISADE CAPITAL MANAGEMENT, LP$30.3M1
34Squarepoint Ops LLC$28.4M1
35PUBLIC SECTOR PENSION INVESTMENT BOARD$25.3M1
36AMERIPRISE FINANCIAL INC$24.3M1
37Lighthouse Investment Partners, LLC$22.8M1
38Grantham, Mayo, Van Otterloo & Co. LLC$22.4M1
39KENNEDY CAPITAL MANAGEMENT LLC$21.9M1
40Encompass Capital Advisors LLC$21.8M1
41SUSQUEHANNA INTERNATIONAL GROUP, LLP$19.5M1
42PANAGORA ASSET MANAGEMENT INC$19.5M1
43WHITEBOX ADVISORS LLC$18.8M1
44GLENMEDE TRUST CO NA$17.8M1
45Corigliano Investment Advisers, LLC$17.5M1
46AEGIS FINANCIAL CORP$17.2M1
47Alyeska Investment Group, L.P.$17.0M1
48NEW YORK STATE COMMON RETIREMENT FUND$16.8M1
49Universal- Beteiligungs- und Servicegesellschaft mbH$16.7M1
50Zimmer Partners, LP$16.6M1
51HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$15.7M1
52Sagefield Capital LP$15.3M1
53Goehring & Rozencwajg Associates, LLC$15.2M1
54TUDOR INVESTMENT CORP ET AL$15.1M1
55Legal & General Group Plc$14.8M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$14.8M1
57Pekin Hardy Strauss, Inc.$14.6M1
58CLG LLC$14.5M1
59ENVESTNET ASSET MANAGEMENT INC$14.5M1
60Steward Partners Investment Advisory, LLC$14.3M1
61Leeward Investments, LLC - MA$13.3M1
62Swiss National Bank$13.2M1
63BARCLAYS PLC$13.1M1
64Creative Planning$12.6M1
65Baird Financial Group, Inc.$11.9M1
66SEI INVESTMENTS CO$11.8M1
67ROYCE & ASSOCIATES LP$11.3M1
68PRUDENTIAL FINANCIAL INC$9.9M1
69UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9.8M1
70ADAGE CAPITAL PARTNERS GP, L.L.C.$9.4M1
71Rafferty Asset Management, LLC$8.5M1
72Qube Research & Technologies Ltd$8.0M1
73ExodusPoint Capital Management, LP$8.0M1
74WELLS FARGO & COMPANY/MN$7.9M1
75ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7.7M1
76ALLIANCEBERNSTEIN L.P.$7.6M1
77Mitsubishi UFJ Trust & Banking Corp$7.6M1
78Tiptree Advisors, LLC$7.5M1
79Truffle Hound Capital, LLC$7.5M1
80DEUTSCHE BANK AG\$7.4M1
81SEGALL BRYANT & HAMILL, LLC$7.0M1
82Focus Partners Wealth$6.7M1
83CoreCommodity Management, LLC$6.6M1
84PLUSTICK MANAGEMENT LLC$6.5M1
85CAXTON ASSOCIATES LLP$6.5M1
86DENALI ADVISORS LLC$6.3M1
87Man Group plc$6.3M1
88Qsemble Capital Management, LP$6.2M1
89Holocene Advisors, LP$6.0M1
90Atom Investors LP$5.9M1
91RAYMOND JAMES FINANCIAL INC$5.8M1
92MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.7M1
93Empowered Funds, LLC$5.6M1
94MOODY ALDRICH PARTNERS LLC$5.5M1
95CastleKnight Management LP$5.3M1
96VANGUARD ASSET MANAGEMENT, Ltd$5.2M1
97FRANKLIN RESOURCES INC$5.2M1
98LPL Financial LLC$5.1M1
99Susquehanna Portfolio Strategies, LLC$4.8M1
100PEREGRINE CAPITAL MANAGEMENT LLC$4.4M1
101CITIGROUP INC$4.3M1
102MASSACHUSETTS FINANCIAL SERVICES CO /MA/$4.3M1
103MetLife Investment Management, LLC$4.3M1
104Vanguard Global Advisers, LLC$4.2M1
105Janus Henderson Group Ltd.$3.9M1
106Vontobel Holding Ltd.$3.9M1
107NISA INVESTMENT ADVISORS, LLC$3.7M1
108MERCER GLOBAL ADVISORS INC /ADV$3.5M1
109Quadrature Capital Ltd$3.5M1
110Edgestream Partners, L.P.$3.5M1
111CONGRESS ASSET MANAGEMENT CO$3.5M1
112Cerity Partners LLC$3.4M1
113Cetera Investment Advisers$3.4M1
114IMC-Chicago, LLC$3.3M1
115VOYA INVESTMENT MANAGEMENT LLC$3.3M1
116Illinois Municipal Retirement Fund$3.2M1
117WEDGE CAPITAL MANAGEMENT L L P/NC$3.2M1
118Corient Private Wealth LLC$3.2M1
119Quantinno Capital Management LP$3.2M1
120HITE Hedge Asset Management LLC$3.1M1
121Oliver Luxxe Assets LLC$3.1M1
122MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.1M1
123NFJ INVESTMENT GROUP, LLC$3.0M1
124Expect Equity LLC$3.0M1
125State of New Jersey Common Pension Fund D$3.0M1
126Kestra Advisory Services, LLC$3.0M1
127IRONWOOD INVESTMENT MANAGEMENT LLC$3.0M1
128ROYAL BANK OF CANADA$2.9M1
129EVOKE WEALTH, LLC$2.9M1
130KORNITZER CAPITAL MANAGEMENT INC /KS$2.9M1
131Dana Investment Advisors, Inc.$2.8M1
132Zurcher Kantonalbank (Zurich Cantonalbank)$2.7M1
133COZAD ASSET MANAGEMENT INC$2.6M1
134Collar Capital Management, LLC$2.6M1
135SummitTX Capital, L.P.$2.5M1
136FIFTH THIRD BANCORP$2.4M1
137Assenagon Asset Management S.A.$2.4M1
138CSS LLC/IL$2.4M1
139Cresset Asset Management, LLC$2.4M1
140Empyrean Capital Partners, LP$2.3M1
141Walleye Capital LLC$2.3M1
142Vanguard Personalized Indexing Management, LLC$2.2M1
143Advisors Asset Management, Inc.$2.2M1
144YOUSIF CAPITAL MANAGEMENT, LLC$2.1M1
145Mariner, LLC$2.0M1
146MEEDER ASSET MANAGEMENT INC$2.0M1
147KLP KAPITALFORVALTNING AS$2.0M1
148OXFORD ASSET MANAGEMENT LLP$2.0M1
149LAZARD ASSET MANAGEMENT LLC$1.9M1
150LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.9M1
151GROUP ONE TRADING LLC$1.9M1
152HSBC HOLDINGS PLC$1.9M1
153Elo Mutual Pension Insurance Co$1.9M1
154Arizona State Retirement System$1.8M1
155Quantbot Technologies LP$1.8M1
156READYSTATE ASSET MANAGEMENT LP$1.8M1
157Graham Capital Management, L.P.$1.8M1
158COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.7M1
159SIERRA SUMMIT ADVISORS LLC$1.7M1
160Vanguard Investments Australia, Ltd.$1.7M1
161Abel Hall, LLC$1.7M1
162S&T BANK/PA$1.7M1
163GUGGENHEIM CAPITAL LLC$1.7M1
164Pathstone Holdings, LLC$1.6M1
165OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
166Diversified Trust Co$1.6M1
167Freestone Capital Holdings, LLC$1.6M1
168INTECH INVESTMENT MANAGEMENT LLC$1.6M1
169Boston Partners$1.6M1
170SEVEN GRAND MANAGERS, LLC$1.6M1
171BTG Pactual Asset Management US LLC$1.5M1
172US BANCORP \DE\$1.5M1
173Sendero Wealth Management, LLC$1.4M1
174STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.4M1
175Aster Capital Management (DIFC) Ltd$1.4M1
176FIRST CITIZENS BANK & TRUST CO$1.3M1
177Envestnet Portfolio Solutions, Inc.$1.2M1
178BALYASNY ASSET MANAGEMENT L.P.$1.2M1
179Weiss Asset Management LP$1.2M1
180Caitong International Asset Management Co., Ltd$1.2M1
181Walleye Trading LLC$1.2M1
182ProShare Advisors LLC$1.2M1
183SMH CAPITAL ADVISORS INC$1.2M1
184WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
185BANK OF MONTREAL /CAN/$1.2M1
186Pictet Asset Management Holding SA$1.1M1
187Waldron Private Wealth LLC$1.1M1
188Unison Advisors LLC$1.1M1
189SAXON INTERESTS, INC.$1.1M1
190Catalyst Capital Advisors LLC$1.1M1
191Maryland State Retirement & Pension System$1.0M1
192Aventail Capital Group, LP$1.0M1
193Legacy Capital Group California, Inc.$974K1
194DRW Securities, LLC$957K1
195Tower Research Capital LLC (TRC)$898K1
196M&T BANK CORP$882K1
197Glenorchy Capital Ltd$881K1
198J.W. COLE ADVISORS, INC.$877K1
199CITADEL ADVISORS LLC$823K1
200MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$808K1
201OSAIC HOLDINGS, INC.$792K1
202PEAK6 LLC$789K1
203Inspire Investing, LLC$782K1
204CHOREO, LLC$767K1
205Sequoia Financial Advisors, LLC$762K1
206Sagewood Asset Management LP$753K1
207IEQ CAPITAL, LLC$739K1
208Caprock Group, LLC$734K1
209XPONANCE LLC$715K1
210Brooklyn Investment Group$656K1
211STATE OF WISCONSIN INVESTMENT BOARD$652K1
212Sippican Capital Advisors$647K1
213CWM, LLC$646K1
214Redwood Wealth Management Group, LLC$643K1
215Kestra Investment Management, LLC$642K1
216CIBC Bancorp USA Inc.$637K1
217Ameritas Investment Partners, Inc.$636K1
218Y-Intercept (Hong Kong) Ltd$636K1
219Compound Planning, Inc.$616K1
220WINTON GROUP Ltd$592K1
221AXQ CAPITAL, LP$584K1
222MANGROVE PARTNERS IM, LLC$572K1
223TCI Wealth Advisors, Inc.$570K1
224CIBC Asset Management Inc$563K1
225Abacus Planning Group, Inc.$542K1
226AlphaCore Capital LLC$540K1
227HighTower Advisors, LLC$539K1
228New Age Alpha Advisors, LLC$525K1
229SIGNATUREFD, LLC$525K1
230DnB Asset Management AS$517K1
231MOODY NATIONAL BANK TRUST DIVISION$514K1
232Jackson Hole Capital Partners, LLC$510K1
233Summit Trail Advisors, LLC$507K1
234GTS SECURITIES LLC$506K1
235Investors Research Corp$487K1
236INVESTMENT ADVISORY SERVICES INC /TX /ADV$481K1
237Tidal Investments LLC$474K1
238PICKERING ENERGY PARTNERS LP$468K1
239Pale Fire Capital SE$458K1
240ELEVATION POINT WEALTH PARTNERS, LLC$457K1
241AIGEN INVESTMENT MANAGEMENT, LP$449K1
242Cambria Investment Management, L.P.$446K1
243Savant Capital, LLC$439K1
244Schonfeld Strategic Advisors LLC$436K1
245EP Wealth Advisors, LLC$431K1
246SAGE RHINO CAPITAL LLC$430K1
247Bridgefront Capital, LLC$430K1
248EVERGREEN CAPITAL MANAGEMENT LLC$429K1
249Quad-Cities Investment Group, LLC$418K1
250Swiss Life Asset Management Ltd$410K1
251Inspire Advisors, LLC$405K1
252PROFUND ADVISORS LLC$401K1
253Range Financial Group LLC$400K1
254BLAIR WILLIAM & CO/IL$395K1
255Moors & Cabot, Inc.$391K1
256Dynamic Technology Lab Private Ltd$381K1
257Gryphon Financial Partners LLC$372K1
258OneDigital Investment Advisors LLC$357K1
259Texas Yale Capital Corp.$348K1
260Kendall Capital Management$336K1
261Allianz Asset Management GmbH$336K1
262Callan Family Office, LLC$333K1
263STIFEL FINANCIAL CORP$326K1
264CWA Asset Management Group, LLC$319K1
265Orion Porfolio Solutions, LLC$317K1
266INTRUST BANK NA$314K1
267Seelaus Asset Management LLC$313K1
268SIMPLEX TRADING, LLC$311K1
269Frec Markets, Inc.$311K1
270HOHIMER WEALTH MANAGEMENT, LLC$301K1
271Amundi$292K1
272JMN Financial LLC$289K1
273JANE STREET GROUP, LLC$288K1
274XTX Topco Ltd$287K1
275Ethic Inc.$287K1
276LMR Partners LLP$286K1
277COMMONWEALTH EQUITY SERVICES, LLC$285K1
278DAVENPORT & Co LLC$285K1
279Total Clarity Wealth Management, Inc.$285K1
280Allspring Global Investments Holdings, LLC$285K1
281Sanctuary Advisors, LLC$284K1
282Private Advisor Group, LLC$283K1
283Post Resch Tallon Group Inc.$281K1
284Laird Norton Wetherby Trust Company, LLC$272K1
285Kingsview Wealth Management, LLC$265K1
286RWC Asset Management LLP$263K1
287Ruggaard & Associates LLC$262K1
288QRG CAPITAL MANAGEMENT, INC.$261K1
289HB Wealth Management, LLC$260K1
290Avantax Planning Partners, Inc.$260K1
291Sterling Capital Management LLC$259K1
292Cullen Capital Management, LLC$256K1
293denkapparat Operations GmbH$251K1
294Verition Fund Management LLC$250K1
295SHELTON CAPITAL MANAGEMENT$245K1
296TWO SIGMA SECURITIES, LLC$244K1
297Ensign Peak Advisors, Inc$238K1
298Crossmark Global Holdings, Inc.$235K1
299Merit Financial Group, LLC$225K1
300CIM INVESTMENT MANAGEMENT INC$223K1
301Worth Venture Partners, LLC$223K1
302Interval Partners, LP$220K1
303VAN DEN BERG MANAGEMENT I, INC$218K1
304Belpointe Asset Management LLC$218K1
305Fortis Capital Advisors, LLC$218K1
306JAMES INVESTMENT RESEARCH, INC.$209K1
307Intrua Financial, LLC$208K1
308Allworth Financial LP$207K1
309CHICAGO TRUST Co NA$207K1
310Virtus Investment Advisers, LLC$202K1
311MCCARTER PRIVATE WEALTH SERVICES LLC$202K1
312NATIONAL BANK OF CANADA /FI/$190K1
313Corient IA LLC$189K1
314EXCHANGE TRADED CONCEPTS, LLC$173K1
315QUADRANT CAPITAL GROUP LLC$168K1
316SBI Securities Co., Ltd.$147K1
317FEDERATED HERMES, INC.$145K1
318Pinnacle Wealth Planning Services, Inc.$138K1
319Rockefeller Capital Management L.P.$128K1
320NOMURA ASSET MANAGEMENT CO LTD$118K1
321UMB Bank, n.a.$107K1
322Arax Advisory Partners$86.3K1
323Legacy Wealth Managment, LLC/ID$84.8K1
324Salomon & Ludwin, LLC$73.9K1
325MAI Capital Management$53.2K1
326Kemnay Advisory Services Inc.$47.6K1
327Ancora Advisors LLC$44.8K1
328Cetera Trust Company, N.A$44.7K1
329Larson Financial Group LLC$40.5K1
330Kilter Group LLC$36.1K1
331Parkside Financial Bank & Trust$35.3K1
332ASSETMARK, INC$35.1K1
333Smartleaf Asset Management LLC$34.7K1
334Valued Wealth Advisors LLC$33.0K1
335Atlantic Union Bankshares Corp$32.9K1
336Center for Financial Planning, Inc.$31.2K1
337NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$29.4K1
338FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$23.4K1
339EASTERN BANK$22.4K1
340Vanguard National Trust Co$20.4K1
341Bell Investment Advisors, Inc$20.3K1
342INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$15.8K1
343Keating Financial Advisory Services, Inc.$15.6K1
344Triumph Capital Management$14.7K1
345Realta Investment Advisors$14.5K1
346MCF Advisors LLC$12.7K1
347Rakuten Securities, Inc.$12.4K1
348Westside Investment Management, Inc.$12.1K1
349Addison Advisors LLC$11.8K1
350BARROW HANLEY MEWHINNEY & STRAUSS LLC$11.3K1
351WealthCollab, LLC$11.0K1
352ELEVATION WEALTH PARTNERS, LLC$9.9K1
353AMERIFLEX GROUP, INC.$9.5K1
354FINANCIAL CONSULATE, INC$9.4K1
355True Wealth Design, LLC$8.8K1
356Owl Creek Wealth Partners LLC$7.6K1
357LSV ASSET MANAGEMENT$7.3K1
358NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7.2K1
359ALGERT GLOBAL LLC$6.5K1
360Mitsubishi UFJ Asset Management Co., Ltd.$6.1K1
361THRIVENT FINANCIAL FOR LUTHERANS$6.0K1
362State of Alaska, Department of Revenue$5.9K1
363Tieton Capital Management, LLC$5.9K1
364CANADA LIFE ASSURANCE Co$5.8K1
365Private Wealth Asset Management, LLC$5.4K1
366Prestige Wealth Management Group LLC$4.6K1
367GODSEY & GIBB, INC$4.3K1
368Sachetta, LLC$4.2K1
369Godfrey Financial Associates, Inc.$3.9K1
370CHILTON CAPITAL MANAGEMENT LLC$3.9K1
371PRIVATE TRUST CO NA$3.9K1
372CVA Family Office, LLC$3.8K1
373Private Wealth Management Group, LLC$3.4K1
374South Dakota Investment Council$3.4K1
375FARMERS & MERCHANTS INVESTMENTS INC$3.3K1
376SJS Investment Consulting Inc.$3.2K1
377Transamerica Financial Advisors, LLC$3.0K1
378Mountain Hill Investment Partners Corp.$2.9K1
379Rialto Wealth Management, LLC$2.9K1
380Stone House Investment Management, LLC$2.8K1
381IFM Investors Pty Ltd$2.8K1
382SHP Wealth Management$2.6K1
383Physician Wealth Advisors, Inc.$2.6K1
384AMALGAMATED BANK$2.0K1
385MV CAPITAL MANAGEMENT, INC.$2.0K1
386Manchester Capital Management LLC$1.9K1
387NATIXIS ADVISORS, LLC$1.9K1
388TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.7K1
389Johnson Financial Group, Inc.$1.5K1
390Summit Global Investments$1.4K1
391SouthState Bank Corp$1.3K1
392Vermillion Wealth Management, Inc.$1.2K1
393GILPIN WEALTH MANAGEMENT, LLC$1.2K1
394Vestcor Inc$1.1K1
395Ankerstar Wealth, LLC$1.1K1
396WPG Advisers, LLC$9671
397JFS WEALTH ADVISORS, LLC$9361
398PICTON MAHONEY ASSET MANAGEMENT$9041
399PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$7841
400Retirement Wealth Solutions LLC$7181
401Cromwell Holdings LLC$7171
402Virtu Financial LLC$5771
403Cambridge Investment Research Advisors, Inc.$5691
404CENTRAL TRUST Co$3751
405Cassaday & Co Wealth Management LLC$3431
406Leonteq Securities AG$2811
407FOSTER & MOTLEY INC$2421
408KBC Group NV$2231
409PARK AVENUE SECURITIES LLC$2191
410Abound Wealth Management$2191
411Greenwich Wealth Management LLC$2011
412Signature Equity Partners, LLC$1871
413DekaBank Deutsche Girozentrale$1861
414Quaker Wealth Management, LLC$1561
415HARBOR CAPITAL ADVISORS, INC.$961
416DANSKE BANK A/S$621
417HFM Investment Advisors, LLC$621
418Crewe Advisors LLC$331
419VALLEY NATIONAL ADVISERS INC$231
420Capital Advisors, Ltd. LLC$151
421Avion Wealth$121
422Activest Wealth Management$01
423Jefferies Financial Group Inc.$01
424VANGUARD GROUP INC$01
425TEACHER RETIREMENT SYSTEM OF TEXAS$01
426COMERICA BANK$01
427ACADIAN ASSET MANAGEMENT LLC$01
428D. E. Shaw & Co., Inc.$01
429EVERMAY WEALTH MANAGEMENT LLC$01
430TWO SIGMA INVESTMENTS, LP$01
431NATIXIS$01
432CIBC Private Wealth Group LLC$01
433Bridgewater Associates, LP$01
434GSA CAPITAL PARTNERS LLP$01
435PRELUDE CAPITAL MANAGEMENT, LLC$01
436Laurion Capital Management LP$01
437Hudson Bay Capital Management LP$01
438Brevan Howard Capital Management LP$01
439FOX RUN MANAGEMENT, L.L.C.$01
440HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$01
441VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
442PDT Partners, LLC$01
443Black Maple Capital Management LP$01
444Connor, Clark & Lunn Investment Management Ltd.$01
445Point72 Asset Management, L.P.$01
446Engineers Gate Manager LP$01
447Patten Group, Inc.$01
448USA FINANCIAL FORMULAS$01
449Aberdeen Group plc$01
450Neo Ivy Capital Management$01
451Solstein Capital, LLC$01
452Global Retirement Partners, LLC$01
453THOMIST CAPITAL MANAGEMENT, LP$01
454TWINBEECH CAPITAL LP$01
455Woodline Partners LP$01
456Adams Wealth Management$01
457Aquatic Capital Management LLC$01
458INCEPTIONR LLC$01
459State of Wyoming$01
460DV EQUITIES, LLC$01
461EMC Capital Management$01
462Vermillion & White Wealth Management Group, LLC$01
463AlphaQuest LLC$01
464R Squared Ltd$01
465Byrne Asset Management LLC$01
466COMMONS CAPITAL, LLC$01
467SageView Advisory Group, LLC$01
468Dunhill Financial, LLC$01
469Freestone Grove Partners LP$01
470BARTLETT & CO. WEALTH MANAGEMENT LLC$01
471CacheTech Inc.$01
472Jain Global LLC$01
473Bayforest Capital Ltd$01
474VARCOV Co.$01
Truncated by Public Filings. The published aggregate ranks the top 474 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SM

RETAINED WINDOW · ACTIVE HITS

Zero hits on SM in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SM · financials and macro

Financials — as filed PLANNED

SM's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SM on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing