SDHC / Smith Douglas Homes Corp. - Institutional Ownership - Buyers

Smith Douglas Homes Corp.
US ˙ NYSE

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in Smith Douglas Homes Corp. include 12 West Capital Management LP, Conifer Management, L.L.C., Covey Capital Advisors, LLC, Fuller & Thaler Asset Management, Inc., FTMSX - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares, FZROX - Fidelity ZERO Total Market Index Fund, FZIPX - Fidelity ZERO Extended Market Index Fund, Raymond James Financial Inc, VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class, Fortitude Family Office, LLC, VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class, AVSC - Avantis U.S. Small Cap Equity ETF, Northwestern Mutual Wealth Management Co, and Rise Advisors, LLC .

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-07-31 13F Caitong International Asset Management Co., Ltd 540 67.70 10 66.67
2025-08-14 13F UBS Group AG 31,627 37.34 614 36.75
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 465 9
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 140,948 20.24 2,737 19.62
2025-08-12 13F BlackRock, Inc. 132,067 4.90 2,565 4.35
2025-08-14 13F 12 West Capital Management LP 732,351 14,222
2025-08-13 13F Jones Financial Companies Lllp 75 1
2025-07-08 13F Rise Advisors, LLC 26 1
2025-08-14 13F Royal Bank Of Canada 2,200 270.99 43 258.33
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 1,546 12.44 30 -9.09
2025-08-29 NP FTMSX - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 10,700 208
2025-08-14 13F Raymond James Financial Inc 1,743 34
2025-09-04 13F/A Advisor Group Holdings, Inc. 130 30.00 3 100.00
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48,851 2.06 917 -9.48
2025-08-06 13F First Eagle Investment Management, LLC 240,382 1.69 4,668 1.17
2025-06-27 NP FESRX - First Eagle Small Cap Opportunity Fund Class R6 208,319 22.28 4,052 -1.98
2025-08-05 13F Corton Capital Inc. 20,752 41.02 403 40.42
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 6,525 22.47 127 21.15
2025-08-05 13F Bank of New York Mellon Corp 13,184 4.71 256 4.49
2025-07-25 NP NDVAX - MFS New Discovery Value Fund A 398,490 23.92 7,484 9.93
2025-07-15 13F Fortitude Family Office, LLC 229 4
2025-08-20 NP WMICX - Wasatch Micro Cap Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 496,202 17.61 9,636 17.01
2025-08-15 13F Tower Research Capital LLC (TRC) 4,627 90
2025-08-14 13F State Street Corp 41,212 7.57 800 7.10
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,025 5.77 564 5.23
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Wasatch Advisors Inc 1,279,357 4.35 24,845 3.82
2025-08-13 13F Northern Trust Corp 17,739 0.27 344 -0.29
2025-08-04 13F Covey Capital Advisors, LLC 36,300 705
2025-08-13 13F Northwestern Mutual Wealth Management Co 27 1
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 661 66.92 13 33.33
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,835 55
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 12,304 5.06 239 4.39
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,064 4.56 227 -7.38
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 181 4
2025-08-13 13F Marshall Wace, Llp 33,179 644
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 14,030 272
2025-08-08 13F Massachusetts Financial Services Co /ma/ 543,664 11.75 10,558 11.17
2025-07-23 NP CFSLX - Column Small Cap Fund 29,891 3.92 561 -7.73
2025-08-13 13F First Trust Advisors Lp 29,025 5.77 564 5.23
2025-08-14 13F Conifer Management, L.L.C. 500,000 9,710
2025-08-08 13F Geode Capital Management, Llc 101,896 8.75 1,980 8.20
2025-08-14 13F Fmr Llc 216 176.92 4 300.00
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 116 2
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,050 79
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