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
|
|
|
|
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
|
|
|
|
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
|
|
|
|
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
|
|
|
|
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
|
|
|
|
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
|
|
|
|
116 |
|
2 |
|
|
2025-06-26 |
NP |
FZROX - Fidelity ZERO Total Market Index Fund
|
|
|
|
4,050 |
|
79 |
|
|