SM Energy Co (SM) Ownership

37.58 ↑0.23 (0.62%)
As of Market Close on August 9th, 2022.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of SM Energy Co (SM), owning a total of 20.3 million shares. Combined, the top 107 institutional holders of SM own 269.50% of the company with a total of 325.4 million shares.

In the latest ownership report, the top 107 institutional holders have increased their combined ownership of SM by 26.6 million shares, a 7.56% increase from the quarter prior.

Institution Ownership Chart

Your browser does not support this chart.

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc16.762%14.975%20,318,5392,646,3922021-06-30
BlackRock Inc15.796%-1.262%19,248,951-246,0012021-12-31
BlackRock Inc15.002%6.142%17,672,1471,022,5822021-03-31
Vanguard Group Inc11.520%1.643%14,038,853226,9192022-03-31
Vanguard Group Inc11.334%22.339%13,811,9342,522,0632021-12-31
Vanguard Group Inc9.294%10.051%11,289,8711,031,1392021-09-30
Vanguard Group Inc8.463%4.450%10,258,732437,0492021-06-30
Vanguard Group Inc8.338%10.422%9,821,683927,0242021-03-31
State Street Corporation7.208%3.712%8,737,753312,6982021-06-30
State Street Corporation7.152%34.531%8,425,0552,162,4942021-03-31
State Street Corporation6.724%-6.525%8,167,587-570,1662021-09-30
Maple Rock Capital Partners, Inc.6.232%-17.628%7,341,000-1,570,9642021-03-31
State Street Corporation5.746%13.678%7,002,705842,5892022-03-31
State Street Corporation5.055%-24.579%6,160,116-2,007,4712021-12-31
JB Investments Management LLC4.147%0.998%5,053,65149,9332021-12-31
Dimensional Fund Advisors, Inc.3.199%8.137%3,897,988293,2992022-03-31
Dimensional Fund Advisors, Inc.3.021%23.571%3,662,099698,5372021-06-30
Charles Schwab Investment Management Inc3.015%185.694%3,552,0872,308,7672021-03-31
Dimensional Fund Advisors, Inc.2.998%-0.541%3,642,305-19,7942021-09-30
Dimensional Fund Advisors, Inc.2.958%-1.033%3,604,689-37,6162021-12-31
Goldman Sachs Group Inc2.857%32.309%3,470,999847,5992021-09-30
Charles Schwab Investment Management Inc2.701%-7.828%3,274,018-278,0692021-06-30
Goldman Sachs Group Inc2.667%35.362%3,249,967849,0192022-03-31
Millennium Management LLC2.661%47.371%3,242,2091,042,1802021-12-31
Dimensional Fund Advisors, Inc.2.516%81.176%2,963,5621,327,8222021-03-31
Goldman Sachs Group Inc2.164%38.276%2,623,400726,1842021-06-30
Acadian Asset Management LLC2.085%16.380%2,532,927356,5052021-09-30
Goldman Sachs Group Inc1.970%-30.828%2,400,948-1,070,0512021-12-31
Charles Schwab Investment Management Inc1.963%-27.169%2,384,488-889,5302021-09-30
Geode Capital Management, LLC1.926%9.447%2,346,440202,5272021-12-31
D. E. Shaw & Co LP1.888%39.103%2,288,531643,3282021-06-30
JB Investments Management LLC1.858%-55.207%2,263,678-2,789,9732022-03-31
Amvescap Plc.1.829%88.505%2,229,1421,046,6022022-03-31
Millennium Management LLC1.811%146.616%2,200,0291,307,9412021-09-30
D. E. Shaw & Co LP1.803%-4.289%2,190,377-98,1542021-09-30
Acadian Asset Management LLC1.795%0.000%2,176,4222,176,4222021-06-30
Geode Capital Management, LLC1.792%9.930%2,172,700196,2602021-06-30
Geode Capital Management, LLC1.778%-7.652%2,166,887-179,5532022-03-31
Geode Capital Management, LLC1.765%-1.325%2,143,913-28,7872021-09-30
Parametric Portfolio Associates LLC1.744%-1.263%2,054,137-26,2682021-03-31
Geode Capital Management, LLC1.678%2.920%1,976,44056,0692020-12-31
Goldman Sachs Group Inc1.611%130.273%1,897,2161,073,3172021-03-31
Two Sigma Advisers, LLC1.600%53.824%1,884,802659,5002021-03-31
D. E. Shaw & Co LP1.511%-15.926%1,841,549-348,8282021-12-31
First Trust Advisors L.P.1.507%252.391%1,836,8071,315,5662021-12-31
Advisory Research Inc1.469%5.595%1,790,41194,8672022-03-31
Two Sigma Advisers, LLC1.469%13.160%1,784,202207,5002021-09-30
D. E. Shaw & Co LP1.397%-50.587%1,645,203-1,684,3102021-03-31
Advisory Research Inc1.391%59.378%1,695,544631,6942021-12-31
Amvescap Plc.1.386%13.745%1,679,605202,9582021-06-30
Maple Rock Capital Partners, Inc.1.363%-77.499%1,651,813-5,689,1872021-06-30
Slate Path Capital LP1.333%0.000%1,570,00002021-03-31
Charles Schwab Investment Management Inc1.317%-32.710%1,604,517-779,9712021-12-31
Ameriprise Financial Inc1.306%8.875%1,591,257129,7152022-03-31
Two Sigma Advisers, LLC1.301%-16.347%1,576,702-308,1002021-06-30
Loomis Sayles & Company LP1.280%0.000%1,551,3121,551,3122021-06-30
Loomis, Sayles & Company LP1.280%0.000%1,551,3121,551,3122021-06-30
Northern Trust Corp1.260%23.808%1,527,923293,8142021-06-30
Charles Schwab Investment Management Inc1.258%-4.427%1,533,492-71,0252022-03-31
Amvescap Plc.1.254%134.730%1,476,647847,5632021-03-31
River Road Asset Management, LLC1.229%24.734%1,497,596296,9612022-03-31
Parametric Portfolio Associates LLC1.217%-28.155%1,475,793-578,3442021-06-30
Bank of New York Mellon Corp1.211%9.187%1,475,497124,1482021-12-31
Millennium Management LLC1.199%-54.919%1,461,611-1,780,5982022-03-31
Ameriprise Financial Inc1.199%80.292%1,461,542650,8872021-12-31
Bank of New York Mellon Corp1.182%-2.351%1,440,804-34,6932022-03-31
Arrowstreet Capital Limited Partnership1.152%21.871%1,403,390251,8482022-03-31
Deutsche Bank AG1.144%1,283.220%1,348,0891,250,6292021-03-31
Frontier Capital Management CO Inc1.135%0.000%1,383,0441,383,0442022-03-31
Bank of New York Mellon Corp1.117%-0.598%1,315,179-7,9152021-03-31
DWS Investments UK Limited1.097%1,559.870%1,329,1271,249,0532021-03-31
Northern Trust Corp1.080%3.559%1,316,42345,2412022-03-31
Bank of New York Mellon Corp1.076%-0.849%1,304,013-11,1662021-06-30
Morgan Stanley - Brokerage Accounts1.074%45.554%1,264,663395,8002021-03-31
Northern Trust Corp1.048%-8.252%1,234,109-110,9982021-03-31
Northern Trust Corp1.048%-16.718%1,272,481-255,4422021-09-30
Northern Trust Corp1.043%-0.102%1,271,182-1,2992021-12-31
D. E. Shaw & Co LP1.033%-31.652%1,258,655-582,8942022-03-31
Two Sigma Investments LLC1.025%38.189%1,206,867333,5192021-03-31
Two Sigma Investments LLC1.020%2.354%1,239,42528,5042021-09-30
Amvescap Plc.1.016%-26.551%1,233,654-445,9512021-09-30
Nuveen Asset Management, LLC1.006%-0.809%1,184,692-9,6652021-03-31
Two Sigma Investments LLC0.999%0.336%1,210,9214,0542021-06-30
Barclays PLC0.987%103.276%1,203,104611,2482021-12-31
River Road Asset Management, LLC0.985%0.000%1,200,6351,200,6352021-12-31
BNP Paribas Arbitrage, SA0.984%66.340%1,192,635475,6482021-06-30
Slate Path Capital LP0.973%-24.841%1,180,000-390,0002021-06-30
Slate Path Capital LP0.971%0.000%1,180,00002021-09-30
Renaissance Technologies Corp0.971%404.994%1,183,200948,9002022-03-31
Amvescap Plc.0.970%-4.143%1,182,540-51,1142021-12-31
Arrowstreet Capital Limited Partnership0.945%17.689%1,151,542173,0782021-12-31
Nuveen Asset Management, LLC0.940%-3.828%1,139,342-45,3502021-06-30
Nuveen Asset Management, LLC0.888%-5.017%1,082,184-57,1582021-09-30
JPMorgan Chase & Co0.879%94.530%1,071,135520,5092022-03-31
Advisory Research Inc0.876%50.114%1,063,850355,1542021-09-30
Two Sigma Advisers, LLC0.875%-40.270%1,065,702-718,5002021-12-31
EnCap Energy Capital Fund IX, L.P.0.872%0.000%1,026,60002021-03-31
Acadian Asset Management LLC0.869%0.000%1,059,5991,059,5992022-03-31
Aventail Capital Group, LP0.835%107.718%1,017,800527,8092021-12-31
Edgestream Partners, L.P.0.821%1,183.800%967,411892,0562021-03-31
UBS Group AG0.820%190.822%996,055653,5582021-06-30
Arrowstreet Capital Limited Partnership0.806%1,035.770%978,464892,3142021-09-30
Wayne Hummer Asset Mgmt Company0.717%40.389%873,188251,2112021-12-31
Principal Financial Group Inc0.689%8.480%836,70765,4052021-09-30
Ameriprise Financial Inc0.667%53.256%810,655281,6992021-09-30
Telemark Asset Management, LLC0.659%-11.111%800,000-100,0002021-09-30
Allianz Asset Management AG0.653%1,700.390%792,837748,8002021-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of SM Energy Co (SM), owning a total of 8.9 million shares. Combined, the top 289 mutual fund holders of SM own 465.09% of the company with a total of 564.5 million shares.

In the latest ownership report, the top 289 mutual funds have increased their combined ownership of SM by 8.5 million shares, a 1.48% increase from the quarter prior.

Mutual Funds Chart

Your browser does not support this chart.

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF7.274%0.047%8,917,2184,2182022-07-29
iShares Core S&P Small-Cap ETF7.153%-0.024%8,716,922-2,0942022-04-28
iShares Core S&P Small-Cap ETF7.147%-0.080%8,709,942-6,9802022-04-29
iShares Core S&P Small-Cap ETF7.141%-0.048%8,701,667-4,1342022-03-30
iShares Core S&P Small-Cap ETF7.137%-0.048%8,697,533-4,1342022-03-31
iShares Core S&P Small-Cap ETF7.080%1.461%8,628,111124,2262022-06-30
iShares Core S&P Small-Cap ETF7.048%0.238%8,589,07220,3582022-02-28
iShares Core S&P Small-Cap ETF7.035%-0.078%8,545,223-6,7022022-01-31
iShares Core S&P Small-Cap ETF7.009%0.050%8,513,8214,2782021-12-31
iShares Core S&P Small-Cap ETF6.995%0.184%8,497,45615,5982021-12-29
iShares Core S&P Small-Cap ETF6.994%0.114%8,523,5349,6742022-05-31
iShares Core S&P Small-Cap ETF6.978%0.016%8,503,8851,3862022-06-29
iShares Core S&P Small-Cap ETF6.777%-0.216%8,231,689-17,8252021-11-30
iShares Core S&P Small-Cap ETF6.725%0.026%8,169,3662,0972021-10-29
iShares Core S&P Small-Cap ETF6.657%0.079%8,069,3796,4002021-09-30
iShares Core S&P Small-Cap ETF6.273%0.040%7,389,3432,9202021-06-30
iShares Core S&P Small-Cap ETF6.048%0.016%7,331,9601,1802021-08-31
iShares Core S&P Small-Cap ETF6.042%0.875%7,323,94463,5472021-07-30
iShares Core S&P Small-Cap ETF6.002%0.040%7,260,3972,9152021-07-28
SPDR® S&P Oil & Gas Explor & Prodtn ETF4.129%-1.956%4,864,133-97,0532021-06-30
SPDR® S&P Oil & Gas Explor & Prodtn ETF3.961%1.326%4,801,42062,8542021-07-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF3.941%-0.120%4,767,136-5,7142021-07-28
SPDR® S&P Oil & Gas Explor & Prodtn ETF3.366%-0.373%4,080,398-15,2912021-09-30
SPDR® S&P Oil & Gas Explor & Prodtn ETF3.346%-1.521%4,064,396-62,7602021-10-29
SPDR® S&P Oil & Gas Explor & Prodtn ETF3.307%-1.158%4,017,326-47,0702021-10-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF3.266%-0.575%3,958,895-22,9122021-08-31
Vanguard Total Stock Mkt Idx Inv2.956%3.501%3,601,673121,8382022-02-28
Vanguard Total Stock Mkt Idx Inv2.956%1.643%3,601,71558,2242022-05-31
Vanguard Total Stock Mkt Idx Inv2.942%-0.451%3,585,470-16,2452022-06-30
Vanguard Total Stock Mkt Idx Inv2.908%0.126%3,543,4914,4702022-04-30
Vanguard Total Stock Mkt Idx Inv2.904%-1.740%3,539,021-62,6522022-03-31
Vanguard Total Stock Mkt Idx Inv2.896%0.294%3,517,70010,3052021-11-30
Vanguard Total Stock Mkt Idx Inv2.887%0.077%3,507,3952,6932021-10-31
Vanguard Total Stock Mkt Idx Inv2.885%5.301%3,504,702176,4272021-09-30
Vanguard Total Stock Mkt Idx Inv2.865%0.735%3,479,83525,3902022-01-31
Vanguard Total Stock Mkt Idx Inv2.844%-1.798%3,454,445-63,2552021-12-31
Vanguard Total Stock Mkt Idx Inv2.825%2.105%3,327,20568,5832021-06-30
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.816%-2.319%3,420,424-81,1892021-11-30
Vanguard Total Stock Mkt Idx Inv2.751%0.220%3,334,5197,3142021-07-31
Vanguard Total Stock Mkt Idx Inv2.746%-0.187%3,328,275-6,2442021-08-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.614%1.200%3,185,69237,7602022-04-29
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.605%-0.356%3,174,364-11,3282022-04-30
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.534%0.245%3,087,5047,5522022-03-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.527%-2.839%3,079,952-90,0002022-03-30
Vanguard Small Cap Index2.527%0.910%3,079,65327,7842022-06-30
Vanguard Small Cap Index2.522%100.933%3,063,6261,538,9292021-12-31
Vanguard Small Cap Index2.516%-0.227%3,056,686-6,9402022-01-31
Vanguard Small Cap Index2.504%0.106%3,051,8693,2172022-05-31
Vanguard Small Cap Index2.503%-0.209%3,050,306-6,3802022-02-28
Vanguard Small Cap Index2.502%0.093%3,048,6522,8322022-04-30
Vanguard Small Cap Index2.499%-0.147%3,045,820-4,4862022-03-31
iShares Russell 2000 ETF2.363%0.799%2,870,90322,7432021-11-30
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.320%2.752%2,827,22075,7202022-05-31
iShares Russell 2000 ETF2.305%-0.414%2,799,794-11,6482021-12-29
iShares Russell 2000 ETF2.295%0.308%2,787,3428,5502021-10-29
iShares Russell 2000 ETF2.291%0.064%2,782,3221,7922021-12-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.288%-1.983%2,778,786-56,2242022-01-31
iShares Russell 2000 ETF2.260%-0.724%2,662,283-19,4042021-06-30
iShares Russell 2000 ETF2.256%0.279%2,735,1197,5992021-09-30
iShares Russell 2000 ETF2.255%1.621%2,747,98643,8442022-06-29
iShares Russell 2000 ETF2.250%-0.230%2,741,658-6,3282022-06-30
iShares Russell 2000 ETF2.247%-1.023%2,729,906-28,2242022-01-31
iShares Russell 2000 ETF2.238%0.112%2,726,6833,0492022-02-28
iShares Russell 2000 ETF2.233%-0.247%2,707,405-6,7052021-08-31
iShares Russell 2000 ETF2.232%-0.967%2,720,423-26,5502022-03-30
iShares Russell 2000 ETF2.225%-0.314%2,711,873-8,5502022-03-31
iShares Russell 2000 ETF2.198%0.170%2,677,9294,5502022-05-31
iShares Russell 2000 ETF2.196%0.458%2,676,60912,2042022-04-28
iShares Russell 2000 ETF2.171%-0.699%2,631,413-18,5222021-07-30
iShares Russell 2000 ETF2.169%-1.233%2,643,613-32,9962022-04-29
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.159%-0.797%2,630,768-21,1262022-02-28
iShares Russell 2000 ETF2.159%0.356%2,611,1279,2612021-07-28
iShares Russell 2000 ETF2.136%0.087%2,618,0752,2852022-07-29
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.120%-0.272%2,574,580-7,0262021-12-30
SPDR® S&P Oil & Gas Explor & Prodtn ETF2.096%-1.092%2,546,476-28,1042021-12-31
SPDR® S&P Oil & Gas Explor & Prodtn ETF1.915%5.456%2,334,074120,7642022-06-29
SPDR® S&P Oil & Gas Explor & Prodtn ETF1.827%-4.629%2,226,022-108,0522022-06-30
SPDR® S&P Oil & Gas Explor & Prodtn ETF1.759%-0.893%2,155,802-19,4282022-07-29
iShares S&P Small-Cap 600 Value ETF1.652%-0.364%1,946,420-7,1052021-06-30
Vanguard Small Cap Value Index Inv1.621%1.564%1,969,02530,3282022-01-31
Vanguard Small Cap Value Index Inv1.619%0.192%1,972,8013,7762022-02-28
Vanguard Small Cap Value Index Inv1.596%102.021%1,938,697979,0482021-12-31
iShares S&P Small-Cap 600 Value ETF1.580%0.379%1,914,9527,2242021-09-30
iShares S&P Small-Cap 600 Value ETF1.562%0.000%1,897,33202021-10-29
iShares S&P Small-Cap 600 Value ETF1.544%-0.261%1,875,297-4,9042021-11-30
Schwab Fundamental US Small Company ETF1.455%0.059%1,713,3811,0042021-06-30
Schwab Fundamental US Small Company ETF1.454%0.089%1,761,9451,5622021-08-31
iShares S&P Small-Cap 600 Value ETF1.450%-0.405%1,753,521-7,1342021-07-28
iShares S&P Small-Cap 600 Value ETF1.445%-0.136%1,751,145-2,3762021-07-30
PIMCO RAE US Small Instl1.444%-1.894%1,701,433-32,8532021-03-31
Schwab Fundamental US Small Company ETF1.430%0.000%1,730,18202021-07-28
Schwab Fundamental US Small Company ETF1.430%0.058%1,733,5361,0102021-07-30
iShares S&P Small-Cap 600 Value ETF1.429%0.000%1,731,80102021-08-31
Vanguard Extended Market Index Investor1.329%1.205%1,619,17919,2752022-06-30
Vanguard Extended Market Index Investor1.329%0.185%1,613,8872,9752021-11-30
Vanguard Extended Market Index Investor1.326%0.177%1,610,9122,8402021-10-31
Vanguard Extended Market Index Investor1.324%2.876%1,608,07244,9502021-09-30
Vanguard Extended Market Index Investor1.317%1.069%1,605,13516,9692022-03-31
Vanguard Extended Market Index Investor1.313%0.097%1,599,9041,5552022-05-31
Vanguard Extended Market Index Investor1.312%-0.423%1,598,349-6,7862022-04-30
Vanguard Extended Market Index Investor1.309%-1.446%1,590,546-23,3412021-12-31
iShares S&P Small-Cap 600 Growth ETF1.304%0.517%1,598,3438,2152022-07-29
Vanguard Extended Market Index Investor1.303%-0.457%1,583,275-7,2712022-01-31
Vanguard Extended Market Index Investor1.303%0.309%1,588,1664,8912022-02-28
Vanguard Extended Market Index Investor1.300%1.276%1,531,55319,2982021-06-30
Vanguard Extended Market Index Investor1.290%0.274%1,563,1224,2732021-08-31
Vanguard Extended Market Index Investor1.286%1.782%1,558,84927,2962021-07-31
Vanguard Small Cap Index1.255%0.642%1,524,6979,7282021-11-30
Vanguard Small Cap Index1.247%0.232%1,514,9693,5102021-10-31
Vanguard Small Cap Index1.244%2.730%1,511,45940,1642021-09-30
Vanguard Small Cap Index1.244%3.712%1,465,63552,4552021-06-30
Loomis Sayles Bond Instl1.233%0.000%1,494,6071,494,6072021-06-30
Vanguard Small Cap Index1.214%0.157%1,471,2952,3002021-08-31
Vanguard Small Cap Index1.212%0.229%1,468,9953,3602021-07-31
iShares S&P Small-Cap 600 Growth ETF1.183%0.000%1,441,29302022-05-31
iShares S&P Small-Cap 600 Growth ETF1.171%0.000%1,426,88902022-04-28
iShares S&P Small-Cap 600 Growth ETF1.171%0.000%1,426,88902022-04-29
iShares S&P Small-Cap 600 Growth ETF1.171%0.000%1,426,38002022-06-29
iShares S&P Small-Cap 600 Growth ETF1.171%0.000%1,426,38002022-06-30
iShares S&P Small-Cap 600 Growth ETF1.163%0.000%1,416,79902022-02-28
iShares S&P Small-Cap 600 Growth ETF1.161%0.405%1,409,6705,6882021-12-29
iShares S&P Small-Cap 600 Growth ETF1.161%0.000%1,409,67002021-12-31
iShares S&P Small-Cap 600 Growth ETF1.161%-0.111%1,414,253-1,5712022-03-30
iShares S&P Small-Cap 600 Growth ETF1.161%0.000%1,414,25302022-03-31
iShares S&P Small-Cap 600 Growth ETF1.156%0.417%1,404,7645,8292022-01-31
First Trust Nasdaq Oil & Gas ETF1.127%-0.193%1,369,527-2,6442022-01-31
iShares Russell 2000 Value ETF1.126%0.275%1,325,8673,6412021-06-30
First Trust Nasdaq Oil & Gas ETF1.114%-2.195%1,357,896-30,4752022-02-28
iShares Russell 2000 Value ETF1.069%0.000%1,295,42902021-09-30
iShares Russell 2000 Value ETF1.067%0.000%1,295,78502021-10-29
iShares Russell 2000 Value ETF1.060%0.000%1,287,57202021-12-29
iShares Russell 2000 Value ETF1.060%0.000%1,287,57202021-12-31
iShares Russell 2000 Value ETF1.060%0.000%1,287,04902021-11-30
iShares Russell 2000 Value ETF1.057%0.000%1,284,09402022-01-31
iShares Russell 2000 Value ETF1.055%-0.206%1,275,783-2,6362021-07-28
iShares Russell 2000 Value ETF1.052%0.000%1,275,78302021-07-30
iShares Russell 2000 Value ETF1.044%0.000%1,265,23902021-08-31
First Trust Nasdaq Oil & Gas ETF1.042%0.000%1,265,08902021-12-30
First Trust Nasdaq Oil & Gas ETF1.042%0.000%1,265,08902021-12-31
iShares Russell 2000 Value ETF1.031%0.000%1,256,83202022-02-28
iShares Russell 2000 Value ETF1.007%-0.493%1,227,449-6,0842022-03-30
iShares Russell 2000 Value ETF1.007%0.000%1,227,44902022-03-31
iShares Russell 2000 Value ETF0.956%0.000%1,164,53602022-04-28
iShares Russell 2000 Value ETF0.953%-0.291%1,161,146-3,3902022-04-29
iShares Russell 2000 Value ETF0.935%0.226%1,139,8392,5732022-05-31
Goldman Sachs Small Cap Value A0.905%6.925%1,097,50371,0822021-09-30
Schwab Fundamental US Small Company ETF0.884%0.056%1,073,2475992021-11-30
Nomura High-Yield Corp Bd Open MF0.882%0.000%1,075,0001,075,0002021-11-05
Schwab Fundamental US Small Company ETF0.876%0.124%1,063,4771,3122021-10-29
Goldman Sachs Small Cap Value A0.871%57.003%1,026,421372,6642021-06-30
Vanguard Tax-Managed Small Cap Adm0.868%3.799%1,054,80338,6002021-12-31
Vanguard Tax-Managed Small Cap Adm0.868%0.000%1,054,80302022-01-31
Vanguard Tax-Managed Small Cap Adm0.866%0.000%1,054,80302022-02-28
Vanguard Tax-Managed Small Cap Adm0.866%0.000%1,054,80302022-03-31
Vanguard Tax-Managed Small Cap Adm0.866%0.000%1,054,80302022-04-30
Vanguard Tax-Managed Small Cap Adm0.866%0.000%1,054,80302022-05-31
Vanguard Tax-Managed Small Cap Adm0.866%0.000%1,054,80302022-06-30
Schwab Fundamental US Small Company ETF0.862%0.057%1,044,4825952021-09-30
First Trust Nasdaq Oil & Gas ETF0.847%0.589%1,032,4656,0502022-06-29
Vanguard Tax-Managed Small Cap Adm0.837%10.014%1,016,20392,5002021-09-30
Vanguard Tax-Managed Small Cap Adm0.837%0.000%1,016,20302021-10-31
Vanguard Tax-Managed Small Cap Adm0.837%0.000%1,016,20302021-11-30
First Trust Nasdaq Oil & Gas ETF0.834%-1.524%1,016,735-15,7302022-06-30
PIMCO RAE US Small Instl0.833%-40.625%1,010,235-691,1982021-06-30
Vanguard Small Cap Value Index Inv0.833%3.469%1,015,32034,0442022-06-30
Vanguard Small Cap Value Index Inv0.816%0.689%994,7616,8052022-04-30
Invesco Discovery A0.813%2.885%996,15627,9332022-06-30
Invesco OFI Small Cap Growth0.813%19.668%996,156163,7212022-06-30
Vanguard Small Cap Value Index Inv0.811%-49.921%987,956-984,8452022-03-31
Vanguard Small Cap Value Index Inv0.805%-1.356%981,276-13,4852022-05-31
BlackRock High Yield Bond K0.804%-19.145%947,219-224,2812021-06-30
First Trust Nasdaq Oil & Gas ETF0.803%0.000%984,63402022-07-29
Loomis Sayles Bond Instl0.797%-35.362%966,086-528,5212021-07-31
Loomis Sayles Bond Instl0.797%0.000%966,08602021-08-31
Invesco Discovery A0.795%10.079%968,22388,6512022-05-31
Vanguard Small Cap Value Index Inv0.790%0.876%959,6498,3302021-11-30
Vanguard Small Cap Value Index Inv0.783%0.638%951,3196,0352021-10-31
Vanguard Small Cap Value Index Inv0.778%3.826%945,28434,8322021-09-30
iShares Russell 2000 Growth ETF0.778%-0.117%953,730-1,1142022-07-29
Vanguard Small Cap Value Index Inv0.773%6.017%910,77651,6902021-06-30
iShares Russell 2000 Growth ETF0.773%0.579%941,7505,4252022-06-30
DFA US Targeted Value I0.770%7.800%933,66067,5572021-06-30
DFA US Targeted Value I0.770%0.000%933,66002021-07-31
DFA US Targeted Value I0.770%0.000%933,66002021-08-31
Goldman Sachs Small Cap Value A0.770%13.463%938,573111,3642022-03-31
DFA US Targeted Value I0.769%0.000%933,66002021-09-30
DFA US Targeted Value I0.769%0.000%933,66002021-10-31
DFA US Targeted Value I0.769%0.000%933,66002021-11-30
DFA US Targeted Value I0.769%0.000%933,66002021-12-31
iShares Russell 2000 Growth ETF0.768%-0.231%936,325-2,1702022-06-29
Vanguard Small Cap Growth Index Inv0.767%1.768%935,19316,2442022-05-31
DFA US Targeted Value I0.766%0.000%933,66002022-01-31
DFA US Targeted Value I0.766%0.000%933,66002022-02-28
DFA US Targeted Value I0.766%0.000%933,66002022-03-31
DFA US Targeted Value I0.766%0.000%933,66002022-04-30
DFA US Targeted Value I0.766%0.000%933,66002022-05-31
Vanguard Tax-Managed Small Cap Adm0.762%1.528%923,70313,9002021-08-31
DFA US Targeted Value I0.762%0.000%933,66002022-06-30
Vanguard Small Cap Growth Index Inv0.754%0.000%919,303919,3032022-03-31
Vanguard Small Cap Growth Index Inv0.754%-0.039%918,949-3542022-04-30
Vanguard Small Cap Value Index Inv0.752%0.128%911,9381,1622021-07-31
Vanguard Small Cap Value Index Inv0.751%-0.163%910,452-1,4862021-08-31
Vanguard Tax-Managed Small Cap Adm0.751%1.550%884,70313,5022021-06-30
Vanguard Tax-Managed Small Cap Adm0.751%2.837%909,80325,1002021-07-31
Vanguard Small Cap Growth Index Inv0.748%-2.583%911,038-24,1552022-06-30
Fidelity® Small Cap Index0.745%1.265%913,36411,4072022-05-31
Fidelity® Small Cap Index0.740%0.566%901,9575,0772022-04-30
Fidelity® Small Cap Index0.740%3.586%901,77731,2192022-02-28
Fidelity® Small Cap Index0.736%-0.543%896,880-4,8972022-03-31
DFA US Targeted Value I0.735%79.530%866,103383,6762021-05-31
SPDR® S&P 600 Small Cap Value ETF0.734%-0.303%891,545-2,7092021-10-29
SPDR® S&P 600 Small Cap Value ETF0.734%0.000%891,54502021-10-31
SPDR® S&P 600 Small Cap Value ETF0.731%0.203%887,9231,7982021-11-30
Invesco Discovery A0.722%5.663%879,57247,1372022-04-30
Fidelity® Small Cap Index0.717%2.109%870,98117,9862021-08-31
Fidelity® Small Cap Index0.716%0.392%869,8643,3992021-10-31
Fidelity® Small Cap Index0.714%1.591%870,55813,6352022-01-31
Fidelity® Small Cap Index0.713%-0.519%866,465-4,5162021-09-30
SPDR® S&P 600 Small Cap Value ETF0.712%0.104%863,5558982021-09-30
Fidelity® Small Cap Index0.708%-1.132%860,018-9,8462021-11-30
Fidelity® Small Cap Index0.704%0.883%852,9957,4642021-07-31
Fidelity® Small Cap Index0.703%-0.360%856,923-3,0952021-12-31
Fidelity® Small Cap Index0.702%2.222%851,38718,5092021-05-31
Fidelity® Small Cap Index0.698%-0.688%845,531-5,8562021-06-30
Invesco Discovery A0.683%8.151%832,43562,7372022-03-31
Invesco OFI Small Cap Growth0.683%0.000%832,435832,4352022-03-31
Goldman Sachs Small Cap Value A0.681%-24.628%827,209-270,2942021-12-31
SPDR® S&P 600 Small Cap Value ETF0.663%0.000%780,73702021-06-30
PIMCO RAE US Small Instl0.653%-21.520%792,837-217,3982021-09-30
SPDR® S&P 600 Small Cap Value ETF0.652%0.000%790,62202021-08-31
Fidelity® Small Cap Index0.652%1,021.600%768,129699,6442021-01-31
SPDR® S&P 600 Small Cap Value ETF0.647%0.849%784,0226,6002021-07-31
JPMorgan Small Cap Growth A0.643%0.000%788,554788,5542022-06-30
SPDR® S&P 600 Small Cap Value ETF0.642%0.000%776,59702021-07-28
Avantis® U.S. Small Cap Value ETF0.641%0.000%781,20802022-06-29
Avantis® U.S. Small Cap Value ETF0.638%-0.515%777,185-4,0232022-06-30
Invesco Discovery A0.632%0.000%769,698769,6982022-02-28
Avantis® U.S. Small Cap Value ETF0.622%1.866%757,92113,8842022-05-31
DFA US Small Cap I0.622%3.257%732,31823,1002021-05-31
DFA US Small Cap I0.620%2.539%750,90818,5902021-06-30
Schwab Fundamental US Small Company Idx0.619%-12.622%728,950-105,2982021-06-30
Vanguard Energy ETF0.607%1.011%714,9557,1552021-06-30
DFA US Small Cap I0.604%-2.476%732,318-18,5902021-07-31
DFA US Small Cap I0.604%0.000%732,31802021-08-31
DFA US Small Cap I0.603%0.000%732,31802021-09-30
DFA US Small Cap I0.603%0.000%732,31802021-10-31
DFA US Small Cap I0.603%0.000%732,31802021-11-30
DFA US Small Cap I0.603%0.000%732,31802021-12-31
DFA US Small Cap I0.601%0.000%732,31802022-01-31
DFA US Small Cap I0.601%0.000%732,31802022-02-28
DFA US Small Cap I0.601%0.000%732,31802022-03-31
DFA US Small Cap I0.601%0.000%732,31802022-04-30
DFA US Small Cap I0.601%0.000%732,31802022-05-31
Schwab Fundamental US Small Company Idx0.597%-0.654%724,186-4,7642021-07-31
DFA US Small Cap I0.597%0.000%732,31802022-06-30
Schwab Fundamental US Small Company Idx0.596%-0.222%722,577-1,6092021-08-31
Vanguard Energy ETF0.595%3.162%722,92822,1592021-10-31
Vanguard Energy ETF0.591%0.215%716,4901,5352021-07-31
Vanguard Energy ETF0.585%-1.102%708,596-7,8942021-08-31
Avantis® U.S. Small Cap Value ETF0.578%0.000%708,18302022-07-29
Vanguard Energy ETF0.577%-1.105%700,769-7,8272021-09-30
Vanguard Energy ETF0.564%6.522%687,64042,0992022-02-28
Avantis® U.S. Small Cap Value ETF0.559%-0.202%681,737-1,3802022-04-29
Vanguard Energy ETF0.554%-1.854%674,893-12,7472022-03-31
DFA US Micro Cap I0.551%0.000%667,26502021-08-31
DFA US Micro Cap I0.549%0.000%667,26502021-09-30
DFA US Micro Cap I0.549%0.000%667,26502021-10-31
Principal SmallCap S&P 600 Idx SP0.547%9.406%663,86857,0772021-09-30
Principal SmallCap S&P 600 Idx SP0.547%0.000%663,86802021-10-31
Principal SmallCap S&P 600 Idx SP0.547%0.000%663,86802021-11-30
Vanguard Energy ETF0.546%-1.436%665,202-9,6912022-04-30
Avantis® U.S. Small Cap Value ETF0.544%0.499%663,3393,2942022-03-31
Avantis® U.S. Small Cap Value ETF0.542%-0.166%660,045-1,0982022-03-30
Vanguard Energy ETF0.541%-0.922%659,070-6,1322022-05-31
Principal SmallCap S&P 600 Idx SP0.535%-2.054%650,234-13,6342021-12-31
Principal SmallCap S&P 600 Idx SP0.535%0.000%650,23402022-01-31
Vanguard Energy ETF0.531%1.609%645,54110,2232022-01-31
T. Rowe Price QM US Small-Cap Gr Eq0.531%14.956%647,20084,2002022-06-30
Principal SmallCap S&P 600 Idx SP0.530%-0.728%645,498-4,7362022-02-28
Vanguard Energy ETF0.528%-11.250%641,598-81,3302021-11-30
Principal SmallCap S&P 600 Idx SP0.528%-0.278%643,701-1,7972022-03-31
Fidelity® Extended Market Index0.525%2.473%637,40415,3832021-12-31
Vanguard Energy ETF0.524%-3.122%638,492-20,5782022-06-30
Vanguard Energy ETF0.523%-0.979%635,318-6,2802021-12-31
Fidelity® Extended Market Index0.523%-0.093%636,812-5922022-01-31
Fidelity® Extended Market Index0.523%0.000%636,81202022-02-28
Hwabao WP S&P Oil&Gas E&P ODII-LOF RMB A0.515%38.266%626,109173,2782021-06-30
Fidelity® Extended Market Index0.512%1.906%622,02111,6352021-11-30
Avantis® U.S. Small Cap Value ETF0.493%0.000%600,40702022-02-28

Discussions

Please log in or register to share your thoughts.

LongUsername

$SM tomorrow will be an explosion day
I believe it!

0 Like Report
rikutarii3

$SM the best advice has been no stop losses. Would have cost a fortune!!!

0 Like Report
BumOfWolfStreet

$SM Looks like a solid reversal - retesting support right now
definitely thinking about swinging this

0 Like Report
2minute42seconds

$SM id rather have a dip then rip than a gap and crap

0 Like Report