SMARTBIRD INC (BIRD)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| HRT FINANCIAL LP | $161.0K | 40,322 | 0.00% | new | NEW |
| STATE STREET CORP | $157.7K | 39,428 | 0.00% | 8q | +100.0%+$78.9K |
| 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 |
| Engineers Gate Manager LP | $72.9K | 18,228 | 0.00% | new | NEW |
| Virtu Financial LLC | $70.0K | 17,562 | 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% |
| Cygnus Capital Advisors, LLC | $186 | 46,499? | 0.13% | 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 |
| 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% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-25 | Carlsten Nadia Catherine | Chief Executive Officer | Sold | 117,459 | $494.6K |
| 2026-09-18 | BOYCE RICHARD W | Director | Sold | 48,277 | $111.5K |
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 | 43 | $5.9M | 1,468,866 | 16 | 9 | 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 | 43 | $8.2M | 1,449,334 | 8 | 8 | 9 | 0.0% |
| Q2 2025 | 41 | $19.0M | 1,786,075 | 8 | 10 | 7 | 0.0% |
| Q1 2025 | 41 | $8.9M | 1,384,210 | 8 | 8 | 8 | 0.0% |
| Q4 2024 | 53 | $10.0M | 1,399,129 | 9 | 8 | 9 | 2.4% |
| Q3 2024 | 48 | $16.8M | 1,367,507 | 47 | 0 | 1 | 3.8% |
| Q2 2024 | 3 | $19.1K | 24,800 | 1 | 0 | 0 | 35.2% |
| Q1 2024 | 2 | $57.8K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2023 | 2 | $74.4K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2023 | 2 | $86.2K | 0 | 1 | 0 | 0 | 100.0% |
| Q2 2023 | 2 | $157.3K | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2023 | 2 | $29.9K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2022 | 3 | $226.6K | 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% |