Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
425 institutional managers reported holding SMG for the quarter ended Mar 31, 2026. Together they hold about 78% of shares outstanding; the top 10 hold 38%. 58 opened new positions; 56 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 4.82M | 8.15% | $292.9M | added +1.4% | ≤2013 |
| BlackRock | 4.44M | 7.52% | $270.3M | added +5.6% | ≤2013 |
| Earnest Partners LLC | 3.40M | 5.75% | $206.7M | trimmed -1.5% | 2013 Q4 |
| FMR (Fidelity) | 2.14M | 3.62% | $130.2M | added +46.4% | 2014 Q1 |
| State Street | 1.52M | 2.57% | $92.4M | added +2.2% | ≤2013 |
| Ameriprise Financial INC | 1.41M | 2.39% | $85.8M | added +9.7% | ≤2013 |
| Arrowstreet Capital | 1.29M | 2.18% | $78.4M | added +161.1% | 2025 Q4 |
| Captrust Financial Advisors | 1.26M | 2.14% | $76.9M | added +9.2% | 2023 Q1 |
| Northern Trust | 1.10M | 1.86% | $67.0M | trimmed -0.8% | ≤2013 |
| Deprince Race & Zollo INC | 1.09M | 1.84% | $66.1M | added +4.9% | 2025 Q1 |
| Ariel Investments, LLC | 962.6k | 1.63% | $58.5M | opened | 2026 Q1 |
| Dimensional Fund Advisors | 895.8k | 1.52% | $54.5M | added +8.8% | ≤2013 |
| Epoch Investment Partners, INC. | 823.2k | 1.39% | $50.1M | opened | 2026 Q1 |
| Geode Capital | 820.1k | 1.39% | $49.9M | added +4% | ≤2013 |
| Brandes Investment Partners, LP | 808.8k | 1.37% | $49.2M | added +9.7% | 2022 Q2 |
| Interval Partners, LP | 758.0k | 1.28% | $46.1M | trimmed -6.1% | 2025 Q1 |
| Jacobs Levy Equity Management, INC | 679.5k | 1.15% | $41.3M | trimmed -13.5% | 2023 Q3 |
| Bank OF America CORP /DE/ | 658.6k | 1.11% | $40.0M | added +16.4% | ≤2013 |
| Morgan Stanley | 597.2k | 1.01% | $36.3M | added +1.3% | ≤2013 |
| UBS | 579.2k | 0.98% | $35.2M | added +50.9% | ≤2013 |
| BNY Mellon | 544.3k | 0.92% | $33.1M | unchanged | ≤2013 |
| Russell Investments Group, LTD. | 540.7k | 0.92% | $32.9M | added +16.1% | 2016 Q4 |
| Two Sigma | 534.1k | 0.90% | $32.5M | added +60% | 2022 Q3 |
| Charles Schwab Investment Management | 532.2k | 0.90% | $32.4M | added +5.9% | ≤2013 |
| SG Capital Management LLC | 488.6k | 0.83% | $29.7M | added +114.6% | 2025 Q3 |
| Harvey Partners, LLC (focused) | 437.5k | 0.74% | $26.6M | added +98.9% | 2025 Q1 |
| Gamco Investors, INC. et al | 433.6k | 0.73% | $26.4M | added +12% | ≤2013 |
| Millennium Management | 400.2k | 0.68% | $24.3M | trimmed -11.2% | 2016 Q4 |
| Envestnet Asset Management INC | 394.1k | 0.67% | $24.0M | added +16.7% | ≤2013 |
| Qube Research & Technologies LTD | 376.4k | 0.64% | $22.9M | trimmed -13.7% | 2022 Q3 |
| Aristotle Capital Boston, LLC | 374.4k | 0.63% | $22.8M | trimmed -12.9% | 2025 Q2 |
| Schonfeld Strategic Advisors | 362.5k | 0.61% | $22.0M | added +154.6% | 2022 Q2 |
| Squarepoint Ops LLC | 346.8k | 0.59% | $21.1M | added +48.4% | 2018 Q4 |
| AQR Capital | 319.6k | 0.54% | $19.4M | trimmed -17.4% | 2023 Q3 |
| Invesco | 307.4k | 0.52% | $18.7M | added +21% | ≤2013 |
| Wells Fargo & COMPANY/MN | 289.4k | 0.49% | $17.6M | added +4.8% | ≤2013 |
| NEW York State Common Retirement Fund | 272.8k | 0.46% | $16.6M | added +1.5% | ≤2013 |
| SEI Investments CO | 261.8k | 0.44% | $15.9M | added +24.3% | 2014 Q4 |
| Crawford Investment Counsel INC | 259.2k | 0.44% | $15.8M | added +2.4% | 2025 Q2 |
| Sound Income Strategies, LLC | 223.8k | 0.38% | $13.6M | trimmed -3.1% | 2017 Q4 |
| Jane Street | 218.4k | 0.37% | $13.3M | added +490.9% | 2020 Q1 |
| Quantinno Capital Management LP | 218.0k | 0.37% | $13.3M | added +7.1% | 2024 Q1 |
| Goldman Sachs | 217.1k | 0.37% | $13.2M | added +42.9% | ≤2013 |
| Nuveen | 216.8k | 0.37% | $13.2M | added +3.4% | 2019 Q2 |
| Nordea Investment Management AB | 210.4k | 0.36% | $12.8M | trimmed -4.9% | 2023 Q1 |
| Landscape Capital Management, L.l.c. | 201.5k | 0.34% | $12.3M | added +19.8% | 2024 Q4 |
| Atom Investors LP | 173.3k | 0.29% | $10.5M | added +52.1% | 2025 Q1 |
| Markel Group | 168.0k | 0.28% | $10.2M | unchanged | 2022 Q1 |
| First Trust Advisors LP | 153.7k | 0.26% | $9.3M | added +401.6% | 2018 Q4 |
| Raymond James Financial INC | 138.3k | 0.23% | $8.4M | added +3.6% | 2016 Q1 |
Largest 50 of 425 shown; the full ranked, searchable register is at boothcheck.com/holders/SMG. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.