Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
480 institutional managers reported holding SMR for the quarter ended Mar 31, 2026. Together they hold about 52% of shares outstanding; the top 10 hold 32%. 104 opened new positions; 78 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 23.10M | 7.22% | $250.1M | added +48.5% | 2022 Q2 |
| VAN ECK Associates CORP | 20.03M | 6.27% | $217.0M | added +74% | 2024 Q2 |
| Mirae Asset Global Etfs Holdings LTD. | 13.06M | 4.08% | $141.4M | added +44.7% | 2022 Q4 |
| BlackRock | 12.85M | 4.02% | $139.2M | added +19.1% | 2022 Q2 |
| Marex Group plc | 9.10M | 2.85% | $98.5M | added +378.4% | 2025 Q2 |
| Morgan Stanley | 7.05M | 2.21% | $76.4M | added +33.6% | 2022 Q2 |
| Renaissance Technologies | 5.46M | 1.71% | $59.1M | opened | 2026 Q1 |
| Marshall Wace | 4.31M | 1.35% | $46.7M | added +849.7% | 2025 Q2 |
| UBS | 3.97M | 1.24% | $43.0M | trimmed -6.1% | 2022 Q2 |
| Geode Capital | 3.73M | 1.17% | $40.4M | added +15.7% | 2022 Q2 |
| Two Sigma | 3.72M | 1.17% | $40.3M | added +42.9% | 2023 Q4 |
| Capital Fund Management S.a. | 3.55M | 1.11% | $38.5M | added +87.1% | 2025 Q1 |
| State Street | 3.54M | 1.11% | $38.3M | added +19.4% | 2022 Q2 |
| Goldman Sachs | 3.32M | 1.04% | $36.0M | added +551.2% | 2022 Q2 |
| HRT Financial LP | 2.25M | 0.70% | $24.3M | added +173.1% | 2025 Q4 |
| Tidal Investments LLC | 2.23M | 0.70% | $24.2M | added +5.6% | 2024 Q3 |
| Bank OF America CORP /DE/ | 2.06M | 0.65% | $22.3M | added +33.4% | 2022 Q2 |
| Clear Street Group INC. | 1.78M | 0.56% | $19.2M | trimmed -79.9% | 2025 Q3 |
| Samsung C&T CORP (focused) | 1.59M | 0.50% | $17.2M | unchanged | 2024 Q4 |
| Citadel Advisors | 1.53M | 0.48% | $16.6M | trimmed -34.6% | 2023 Q2 |
| Cetera Investment Advisers | 1.52M | 0.48% | $16.5M | added +611.4% | 2024 Q2 |
| Swedbank Robur | 1.50M | 0.47% | $16.3M | added +36.3% | 2022 Q3 |
| Millennium Management | 1.38M | 0.43% | $15.0M | added +138.9% | 2022 Q3 |
| Northern Trust | 1.34M | 0.42% | $14.5M | added +20.9% | 2022 Q2 |
| Qube Research & Technologies LTD | 1.29M | 0.40% | $13.9M | trimmed -46.2% | 2025 Q1 |
| Charles Schwab Investment Management | 1.27M | 0.40% | $13.7M | added +5.6% | 2022 Q2 |
| Susquehanna International Group | 1.22M | 0.38% | $13.2M | trimmed -71.9% | 2023 Q1 |
| Exchange Traded Concepts, LLC | 1.19M | 0.37% | $12.8M | added +151.2% | 2024 Q1 |
| LPL Financial LLC | 1.12M | 0.35% | $12.2M | added +55.1% | 2022 Q3 |
| BNP Paribas Financial Markets | 1.07M | 0.34% | $11.6M | added +88.1% | 2024 Q4 |
| RPG Investment Advisory, LLC | 1.04M | 0.33% | $11.3M | added +35.3% | 2025 Q4 |
| Tudor Investment | 984.7k | 0.31% | $10.7M | added +292.9% | 2025 Q2 |
| Barclays PLC | 780.2k | 0.24% | $8.4M | trimmed -57.1% | 2022 Q2 |
| Citigroup INC | 730.5k | 0.23% | $7.9M | added +168% | 2022 Q2 |
| Wells Fargo & COMPANY/MN | 704.8k | 0.22% | $7.6M | trimmed -20.7% | 2022 Q2 |
| Trexquant Investment LP | 679.6k | 0.21% | $7.4M | added +116.3% | 2025 Q2 |
| Nuveen | 625.6k | 0.20% | $6.8M | added +54% | 2022 Q2 |
| Korea Investment CORP | 610.3k | 0.19% | $6.6M | opened | 2026 Q1 |
| Balyasny Asset Management | 609.4k | 0.19% | $6.6M | added +257.4% | 2024 Q4 |
| Raymond James Financial INC | 602.7k | 0.19% | $6.5M | added +39.8% | 2022 Q2 |
| Once Capital Management, LLC (focused) | 563.1k | 0.18% | $6.1M | added +24.4% | 2024 Q3 |
| Squarepoint Ops LLC | 543.6k | 0.17% | $5.9M | trimmed -51% | 2023 Q1 |
| BNY Mellon | 482.5k | 0.15% | $5.2M | added +21.9% | 2022 Q2 |
| Healthcare OF Ontario Pension Plan Trust Fund | 400.0k | 0.13% | $4.3M | opened | 2026 Q1 |
| Quadrature Capital LTD | 396.6k | 0.12% | $4.3M | trimmed -44.1% | 2025 Q4 |
| ExodusPoint | 390.3k | 0.12% | $4.2M | trimmed -36.5% | 2025 Q4 |
| Baird Financial Group, INC. | 336.9k | 0.10% | $3.6M | trimmed -9.5% | 2024 Q3 |
| Royal Bank OF Canada | 335.9k | 0.10% | $3.6M | added +39.1% | 2022 Q2 |
| Swiss National Bank | 335.8k | 0.10% | $3.6M | added +20.4% | 2024 Q3 |
| Engineers Gate Manager LP | 300.2k | 0.09% | $3.3M | added +23.7% | 2024 Q3 |
Largest 50 of 480 shown; the full ranked, searchable register is at boothcheck.com/holders/SMR. 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.