HolderBook

SMITH DOUGLAS HOMES CORP (SDHC)

Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.

64
Reporting holders
$111.3M
Reported value
0.0%
Calls
0.0%
Puts
+7
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
Conifer Management, L.L.C.$22.3M1,433,3503.67%5qHELD
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$15.1M974,2820.05%10q-27.4%-$5.7M
BECK MACK & OLIVER LLC$13.0M835,0650.25%10q-1.8%-$241.3K
WELLINGTON MANAGEMENT GROUP LLP$9.7M622,6250.00%10q-17.9%-$2.1M
WASATCH ADVISORS LP$8.3M531,2230.05%8q-9.5%-$863.0K
First Eagle Investment Management, LLC$6.3M404,2740.01%8q+5.1%+$303.0K
VANGUARD CAPITAL MANAGEMENT LLC$5.7M364,9490.00%2q-8.0%-$494.4K
BlackRock, Inc.$3.2M208,8620.00%8q+30.8%+$765.0K
MARSHALL WACE, LLP$2.5M163,8640.00%2q+60.8%+$963.3K
GILDER GAGNON HOWE & CO LLC$2.5M161,3070.03%10q-11.7%-$332.4K
D. E. Shaw & Co., Inc.$2.2M142,9860.00%10q+82.3%+$1.0M
WELLS FARGO & COMPANY/MN$1.8M117,5080.00%10q-53.1%-$2.1M
GEODE CAPITAL MANAGEMENT, LLC$1.6M103,1460.00%10q-4.9%-$83.2K
STATE STREET CORP$1.4M92,3520.00%10q+114.2%+$765.2K
JANE STREET GROUP, LLC$1.3M84,7350.00%2q+3.1%+$39.8K
Verition Fund Management LLC$994.6K64,0000.00%newNEW
Trexquant Investment LP$877.7K56,4770.01%2q+256.4%+$631.4K
VANGUARD FIDUCIARY TRUST CO$839.8K54,0440.00%2q+0.7%+$5.7K
CITADEL ADVISORS LLC$789.9K50,8280.00%2q-3.7%-$30.6K
JPMORGAN CHASE & CO$770.1K51,3760.00%2q+62.8%+$297.1K
UBS Group AG$740.0K47,6220.00%9q-1.3%-$10.1K
GOLDMAN SACHS GROUP INC$724.4K46,6180.00%2q+51.9%+$247.6K
ENVESTNET ASSET MANAGEMENT INC$701.7K45,1520.00%10q+55.4%+$250.2K
Quent Capital, LLC$699.3K45,0000.04%3q+50.0%+$233.1K
DIMENSIONAL FUND ADVISORS LP$672.3K43,2630.00%2q+71.0%+$279.2K
MORGAN STANLEY$509.6K32,7950.00%10q+218.2%+$349.4K
Squarepoint Ops LLC$494.5K31,8180.00%2q+37.1%+$133.7K
Ruane, Cunniff & Goldfarb L.P.$423.9K27,2750.01%4q+88.2%+$198.7K
HSBC HOLDINGS PLC$420.9K27,7090.00%2q+108.2%+$218.7K
SEI INVESTMENTS CO$410.6K26,4210.00%10q-50.2%-$414.1K
XTX Topco Ltd$402.9K25,9240.01%newNEW
FULLER & THALER ASSET MANAGEMENT, INC.$343.6K22,1100.00%5q-0.8%-$2.9K
TUDOR INVESTMENT CORP ET AL$331.0K21,3030.00%newNEW
NORTHERN TRUST CORP$290.1K18,6680.00%10q+5.8%+$15.9K
Daiwa Securities Group Inc.$287.1K18,4750.00%10q-23.9%-$90.0K
GSA CAPITAL PARTNERS LLP$281.0K18,1000.02%newNEW
Susquehanna Portfolio Strategies, LLC$271.8K17,4880.00%newNEW
MILLENNIUM MANAGEMENT LLC$258.7K16,6500.00%newNEW
OCCUDO QUANTITATIVE STRATEGIES LP$234.5K15,0910.01%newNEW
R Squared Ltd$217.2K13,9780.11%newNEW
PRICE T ROWE ASSOCIATES INC /MD/$192.0K12,3000.00%3qHELD
Graham Capital Management, L.P.$187.6K12,0720.00%newNEW
STIFEL FINANCIAL CORP$162.9K10,4850.00%10q-33.4%-$81.7K
HRT FINANCIAL LP$159.0K10,2520.00%2q-51.3%-$167.3K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$156.3K10,0610.00%newNEW
Sixth Street Partners Management Company, L.P.$156.3K10,0610.00%newNEW
BARCLAYS PLC$119.9K7,7130.00%2q+87.9%+$56.1K
US BANCORP \DE\$86.8K5,5850.00%10q+39.6%+$24.6K
Vanguard Global Advisers, LLC$57.0K3,6650.00%2qHELD
BNP PARIBAS FINANCIAL MARKETS$56.5K3,6340.00%3q-7.6%-$4.7K
FIFTH THIRD BANCORP$8.4K5380.00%2qHELD
FMR LLC$6.4K4130.00%7q+37.2%+$1.7K
Integrated Wealth Concepts LLC$6.3K4060.00%newNEW
JONES FINANCIAL COMPANIES LLLP$6.0K4080.00%5q+63.2%+$2.3K
Persistent Asset Partners Ltd$4.1K2660.00%newNEW
Rockefeller Capital Management L.P.$2.2K1400.00%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.9K1220.00%newNEW
WOLFF WIESE MAGANA LLC$1.4K900.00%10qHELD
ROYAL BANK OF CANADA$1.0K660.00%2q-79.2%-$3.8K
Buck Wealth Strategies, LLC$808520.00%newNEW
OSAIC HOLDINGS, INC.$621400.00%6q-70.4%-$1.5K
Caitong International Asset Management Co., Ltd$1610.00%2qHELD
Kingdom Financial Group LLC.$1110.00%3qHELD
Avion Wealth$0360.00%newNEW

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 →

FiledFormFiler % of class
2026-08-1313G/AKayne Anderson Rudnick Investment Management, LLCwith 2 co-filers11.7%

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.

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-09-10Bradbury Thomas LDirector, 10% ownerBought19,360$199.5K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202664$111.3M7,167,1201722180.0%
Q1 202657$102.0M7,966,7551814160.0%
Q4 202545$152.5M9,091,99192170.0%
Q3 202551$156.6M8,867,9601012180.0%
Q2 202555$181.5M9,345,8451114190.0%
Q1 202554$183.0M9,370,649619160.0%
Q4 202470$243.6M9,496,953814310.0%
Q3 202474$364.8M9,656,8422226150.0%
Q2 202462$229.4M9,813,8391619180.0%
Q1 202470$282.9M9,524,18669000.0%