SM Energy Company

StockEnergyOil & Gas Exploration & ProductionUS$9.4B market cap

$29.63

▼ −4.6% today

−20.7% 3Y

As of Nov 5, 2026Delayed

Nov 5, 2026 · SM total return with dividends reinvested, from daily closes · S&P 500 uses VOO over the same datesSMS&P 500 · VOO

Held by ETFs: $100M; in funds that list it in their top 10
Share of the company: ≈1%; of SM Energy held through ETFs
Top-10 holding in: 8 ETFs; one of their ten biggest
Built on SM alone: 0 ETFs; […]
Most per dollar · basket: VIOV 0.9%; $9 of every $1,000
Biggest holder: IWN $68M; of SM, 0.5% of the fund

Every ETF Theme Built Around SM

YTD

Heaviest SM Baskets

YTD

$9per $1,000 in VIOV

VIOV0.9%+16.5%VTWV0.5%+17.8%IWN0.5%+17.7%PSCE7.3%+17.4%SQLV0.8%+22.6%BBSC0.4%+13.6%

Corner: SM weight · SM is the biggest slice

End-of-day Nov 5, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in SM Sits

Today

92%in US Stock Styles funds

US Stock Styles $93MSectors $7MOther $379K

IWN$68M · 0.5%VIOV$15M · 0.9%VTWV$7M · 0.5%BBSC$3M · 0.4%SQLVPSCERFLR, BRTR

Tile size = dollars of SM held% = SM’s weight in the fund

End-of-day Nov 5, 2026 · $100M across funds that list SM in their top 10

Open in desk

More of It

Most SM per $1,000

Today

$73of SM per $1,000 in PSCE, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1PSCEInvesco S&P SmallCap Energy ETFInvesco$73+17.4%Open

2VIOVVanguard S&P Small-Cap 600 Value ETFVanguard$9+16.5%Open

3SQLVRoyce Quant Small-Cap Quality Value ETFFranklin$8+22.6%Open

4VTWVVanguard Russell 2000 Value ETFVanguard$5+17.8%Open

5IWNiShares Russell 2000 Value ETFiShares$5+17.7%Open

6BBSCJPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan$4+13.6%Open

7RFLRInnovator U.S. Small Cap Managed Floor ETFInnovator$3+10.6%Open

8BRTRiShares Total Return Active ETFiShares$0−0.3%Open

End-of-day Nov 5, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding SM

Today

$9in VIOV, the heaviest basket

FundPer $1,000YTD

VIOV$9+16.5%

VTWV$5+17.8%

IWN$5+17.7%

PSCE$73+17.4%

SQLV$8+22.6%

BBSC$4+13.6%

End-of-day Nov 5, 2026 · bars run to $200