SDHC · Company research
Smith Douglas Homes Corp. (SDHC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 538 | 8361 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| R Squared Ltd | 1896148 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13978 | 217218 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 408 | 5957 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1082327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22110 | 343589 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 364949 | 5671307 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22576 | 350831 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140 | 2176 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 406 | 6309 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10252 | 159 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54044 | 839844 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122 | 1896 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3302 | 51313 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Buck Wealth Strategies, LLC | 1973259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 808 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30953 | 481010 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21303 | 331049 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3665 | 56954 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43191 | 671188 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7572 | 117669 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 11 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GSA CAPITAL PARTNERS LLP | 1362033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18100 | 281 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 1399 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142986 | 2222002 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GILDER GAGNON HOWE & CO LLC | 902464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161307 | 2506711 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 16 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WASATCH ADVISORS LP | 814133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 531223 | 8255205 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60304 | 937124 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10485 | 162934 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 278 | 4320 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25924 | 402859 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BECK MACK & OLIVER LLC | 10742 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 835065 | 12976910 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18668 | 290101 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83387 | 1295834 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| OCCUDO QUANTITATIVE STRATEGIES LP | 1819697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15091 | 234514 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136820 | 2126183 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46176 | 717575 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Daiwa Securities Group Inc. | 1481045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18475 | 287102 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 360188 | 5597322 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56477 | 877653 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55 | 1000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31818 | 494452 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ruane, Cunniff & Goldfarb L.P. | 1720792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27275 | 423854 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12300 | 192 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Susquehanna Portfolio Strategies, LLC | 1996449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17488 | 271764 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Verition Fund Management LLC | 1454027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32000 | 497280 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82658 | 1285135 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10061 | 156348 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Conifer Management, L.L.C. | 1773994 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1433350 | 22274259 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3634 | 56472 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27709 | 420900 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17093 | 265625 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 621 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12072 | 187599 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26421 | 410582 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| First Eagle Investment Management, LLC | 1325447 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 404274 | 6282418 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Persistent Asset Partners Ltd | 2056052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 266 | 4134 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46176 | 717575000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Goldman Sachs Group Inc. | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46618 | 724444000 | — | — | — | Aug 14, 2026 | SEC_13F_HR |
| SEI Investments Co | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26421 | 410582000 | — | — | — | Aug 14, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18668 | 290101000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72042 | 1119533000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 496559 | 7716527 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quent Capital, LLC | 1912338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45000 | 699300 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47215 | 733721 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16650 | 258741 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51278 | 768657 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46618 | 724444 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10061 | 156348 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Goldman Sachs Group Inc. | 886982 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30684 | 392755000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43112 | 551834000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17646 | 225869000 | — | — | — | May 14, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30497 | 390362000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| SEI Investments Co | 350894 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53068 | 679270000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| Federated Hermes, Inc. | 1056288 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 258900 | 3313920000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92980 | 1190144 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Northern Trust Corp | 73124 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 17646 | 295923000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 42312 | 709572000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 415 | 6960000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| SEI Investments Co | 350894 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 64930 | 1088876000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Federated Hermes, Inc. | 1056288 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 527300 | 8842821000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.