SMARTBIRD INC (BIRD)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
41
Reporting holders
$5.6M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $2.9M | 720,365 | 0.00% | 8q | -12.7%-$418.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | $856.9K | 214,233 | 0.00% | 2q | +2.8%+$23.3K |
| BlackRock, Inc. | $323.4K | 80,861 | 0.00% | 8q | +7.8%+$23.5K |
| Anson Funds Management LP | $257.2K | 64,304 | 0.02% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $244.7K | 61,165 | 0.00% | 8q | -9.8%-$26.5K |
| VANGUARD FIDUCIARY TRUST CO | $169.6K | 42,391 | 0.00% | 2q | +48.7%+$55.6K |
| UBS Group AG | $111.4K | 27,849 | 0.00% | 8q | +348.3%+$86.5K |
| Spark Investment Management LLC | $110.5K | 27,634 | 0.22% | 6q | -52.1%-$120.0K |
| JPMORGAN CHASE & CO | $103.6K | 24,151 | 0.00% | 8q | +603675.0%+$103.6K |
| JANE STREET GROUP, LLC | $98.3K | 24,585 | 0.00% | new | NEW |
| ASPIRIANT, LLC | $83.4K | 20,853 | 0.00% | new | NEW |
| STATE STREET CORP | $78.9K | 19,714 | 0.00% | 8q | HELD |
| Engineers Gate Manager LP | $72.9K | 18,228 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $60.6K | 15,147 | 0.00% | 8q | HELD |
| Finley Financial, LLC | $40.0K | 10,000 | 0.02% | 2q | HELD |
| Rockefeller Capital Management L.P. | $16.2K | 4,039 | 0.00% | 4q | HELD |
| SBI Securities Co., Ltd. | $14.8K | 3,704 | 0.00% | 7q | +12.5%+$1.6K |
| Spire Wealth Management | $12.0K | 3,000 | 0.00% | new | NEW |
| MORGAN STANLEY | $8.2K | 2,048 | 0.00% | 8q | -40.9%-$5.7K |
| Vanguard Global Advisers, LLC | $7.1K | 1,780 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $6.8K | 1,709 | 0.00% | 2q | +56866.7%+$6.8K |
| Farther Finance Advisors, LLC | $4.0K | 1,008 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $2.3K | 578 | 0.00% | 8q | +435.2%+$1.9K |
| ROYAL BANK OF CANADA | $2.0K | 488 | 0.00% | 8q | -82.0%-$9.1K |
| Caitong International Asset Management Co., Ltd | $1.8K | 441 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.5K | 385 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $796 | 199 | 0.00% | 8q | -33.4% |
| EverSource Wealth Advisors, LLC | $400 | 100 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $376 | 94 | 0.00% | 8q | -97.6%-$15.5K |
| WELLS FARGO & COMPANY/MN | $300 | 75 | 0.00% | 8q | -50.0% |
| HRT FINANCIAL LP | $161 | 40,322 | 0.00% | new | NEW |
| Asset Dedication, LLC | $143 | 36 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $100 | 25 | 0.00% | 2q | -39.0% |
| JONES FINANCIAL COMPANIES LLLP | $88 | 20 | 0.00% | 2q | HELD |
| ROTHSCHILD INVESTMENT LLC | $80 | 20 | 0.00% | 8q | HELD |
| Virtu Financial LLC | $70 | 17,562 | 0.00% | new | NEW |
| Strive Financial Group ,LLC | $56 | 14 | 0.00% | new | NEW |
| TRUST CO OF VERMONT | $40 | 10 | 0.00% | 7q | HELD |
| HARBOUR INVESTMENTS, INC. | $24 | 6 | 0.00% | new | NEW |
| Millstone Evans Group, LLC | $20 | 5 | 0.00% | 6q | HELD |
| NBT BANK, N.A. | $8 | 2 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $4 | 1 | 0.00% | 8q | -99.9%-$4.4K |
| GILPIN WEALTH MANAGEMENT, LLC | $4 | 1 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 11.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 41 | $5.6M | 1,391,268 | 14 | 8 | 10 | 0.0% |
| Q1 2026 | 37 | $4.3M | 1,436,600 | 7 | 8 | 4 | 0.0% |
| Q4 2025 | 37 | $6.1M | 1,480,310 | 3 | 8 | 9 | 0.0% |
| Q3 2025 | 42 | $8.2M | 1,439,270 | 8 | 8 | 8 | 0.0% |
| Q2 2025 | 39 | $18.7M | 1,757,396 | 7 | 10 | 6 | 0.0% |
| Q1 2025 | 40 | $8.5M | 1,320,824 | 8 | 7 | 8 | 0.0% |
| Q4 2024 | 51 | $9.7M | 1,358,310 | 8 | 8 | 9 | 2.4% |
| Q3 2024 | 47 | $16.8M | 1,367,432 | 46 | 0 | 1 | 3.8% |
| Q2 2024 | 3 | $14.2K | 24,800 | 1 | 0 | 0 | 12.4% |
| Q1 2024 | 2 | $50.8K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2023 | 2 | $34.5K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2023 | 2 | $33.2K | 0 | 1 | 0 | 0 | 100.0% |
| Q2 2023 | 2 | $20.4K | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2023 | 2 | $19.9K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2022 | 3 | $209.6K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2022 | 3 | $759.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2022 | 3 | $1.4M | 0 | 2 | 0 | 0 | 100.0% |
| Q1 2022 | 3 | $2.3M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2021 | 3 | $5.5M | 0 | 4 | 0 | 0 | 100.0% |