SMITH DOUGLAS HOMES CORP (SDHC)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
61
Reporting holders
$109.2M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| Conifer Management, L.L.C. | $22.3M | 1,433,350 | 3.67% | 5q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $15.1M | 974,282 | 0.05% | 10q | -27.4%-$5.7M |
| BECK MACK & OLIVER LLC | $13.0M | 835,065 | 0.25% | 10q | -1.8%-$241.3K |
| WELLINGTON MANAGEMENT GROUP LLP | $9.7M | 622,625 | 0.00% | 10q | -17.9%-$2.1M |
| WASATCH ADVISORS LP | $8.3M | 531,223 | 0.05% | 8q | -9.5%-$863.0K |
| First Eagle Investment Management, LLC | $6.3M | 404,274 | 0.01% | 8q | +5.1%+$303.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.7M | 364,949 | 0.00% | 2q | -8.0%-$494.4K |
| BlackRock, Inc. | $3.2M | 208,862 | 0.00% | 8q | +30.8%+$765.0K |
| MARSHALL WACE, LLP | $2.5M | 163,864 | 0.00% | 2q | +60.8%+$963.3K |
| GILDER GAGNON HOWE & CO LLC | $2.5M | 161,307 | 0.03% | 10q | -11.7%-$332.4K |
| D. E. Shaw & Co., Inc. | $2.2M | 142,986 | 0.00% | 10q | +82.3%+$1.0M |
| WELLS FARGO & COMPANY/MN | $1.8M | 117,508 | 0.00% | 10q | -53.1%-$2.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.6M | 103,146 | 0.00% | 10q | -4.9%-$83.2K |
| JANE STREET GROUP, LLC | $1.3M | 84,735 | 0.00% | 2q | +3.1%+$39.8K |
| Verition Fund Management LLC | $994.6K | 64,000 | 0.00% | new | NEW |
| Trexquant Investment LP | $877.7K | 56,477 | 0.01% | 2q | +256.4%+$631.4K |
| VANGUARD FIDUCIARY TRUST CO | $839.8K | 54,044 | 0.00% | 2q | +0.7%+$5.7K |
| JPMORGAN CHASE & CO | $770.1K | 51,376 | 0.00% | 2q | +62.8%+$297.1K |
| UBS Group AG | $740.0K | 47,622 | 0.00% | 9q | -1.3%-$10.1K |
| GOLDMAN SACHS GROUP INC | $724.4K | 46,618 | 0.00% | 2q | +51.9%+$247.6K |
| STATE STREET CORP | $717.6K | 46,176 | 0.00% | 10q | +7.1%+$47.6K |
| Quent Capital, LLC | $699.3K | 45,000 | 0.04% | 3q | +50.0%+$233.1K |
| DIMENSIONAL FUND ADVISORS LP | $672.3K | 43,263 | 0.00% | 2q | +71.0%+$279.2K |
| MORGAN STANLEY | $509.6K | 32,795 | 0.00% | 10q | +218.2%+$349.4K |
| Squarepoint Ops LLC | $494.5K | 31,818 | 0.00% | 2q | +37.1%+$133.7K |
| Ruane, Cunniff & Goldfarb L.P. | $423.9K | 27,275 | 0.01% | 4q | +88.2%+$198.7K |
| HSBC HOLDINGS PLC | $420.9K | 27,709 | 0.00% | 2q | +108.2%+$218.7K |
| SEI INVESTMENTS CO | $410.6K | 26,421 | 0.00% | 10q | -50.2%-$414.1K |
| XTX Topco Ltd | $402.9K | 25,924 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $394.9K | 25,414 | 0.00% | 2q | -51.9%-$425.6K |
| ENVESTNET ASSET MANAGEMENT INC | $350.8K | 22,576 | 0.00% | 10q | -22.3%-$100.7K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $343.6K | 22,110 | 0.00% | 5q | -0.8%-$2.9K |
| TUDOR INVESTMENT CORP ET AL | $331.0K | 21,303 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $290.1K | 18,668 | 0.00% | 10q | +5.8%+$15.9K |
| Daiwa Securities Group Inc. | $287.1K | 18,475 | 0.00% | 10q | -23.9%-$90.0K |
| Susquehanna Portfolio Strategies, LLC | $271.8K | 17,488 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $258.7K | 16,650 | 0.00% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $234.5K | 15,091 | 0.01% | new | NEW |
| R Squared Ltd | $217.2K | 13,978 | 0.11% | new | NEW |
| Graham Capital Management, L.P. | $187.6K | 12,072 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $162.9K | 10,485 | 0.00% | 10q | -33.4%-$81.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $156.3K | 10,061 | 0.00% | new | NEW |
| Sixth Street Partners Management Company, L.P. | $156.3K | 10,061 | 0.00% | new | NEW |
| BARCLAYS PLC | $119.9K | 7,713 | 0.00% | 2q | +87.9%+$56.1K |
| US BANCORP \DE\ | $86.8K | 5,585 | 0.00% | 10q | +39.6%+$24.6K |
| Vanguard Global Advisers, LLC | $57.0K | 3,665 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $56.5K | 3,634 | 0.00% | 3q | -7.6%-$4.7K |
| FIFTH THIRD BANCORP | $8.4K | 538 | 0.00% | 2q | HELD |
| FMR LLC | $6.4K | 413 | 0.00% | 7q | +37.2%+$1.7K |
| Integrated Wealth Concepts LLC | $6.3K | 406 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $6.0K | 408 | 0.00% | 5q | +63.2%+$2.3K |
| Persistent Asset Partners Ltd | $4.1K | 266 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $2.2K | 140 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.9K | 122 | 0.00% | new | NEW |
| WOLFF WIESE MAGANA LLC | $1.4K | 90 | 0.00% | 10q | HELD |
| ROYAL BANK OF CANADA | $1.0K | 66 | 0.00% | 2q | -79.2%-$3.8K |
| Buck Wealth Strategies, LLC | $808 | 52 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $621 | 40 | 0.00% | 6q | -70.4%-$1.5K |
| GSA CAPITAL PARTNERS LLP | $281 | 18,100 | 0.02% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $192 | 12,300 | 0.00% | 3q | HELD |
| HRT FINANCIAL LP | $159 | 10,252 | 0.00% | 2q | -51.3% |
| Caitong International Asset Management Co., Ltd | $16 | 1 | 0.00% | 2q | HELD |
| Kingdom Financial Group LLC. | $11 | 1 | 0.00% | 3q | HELD |
| Avion Wealth | $0 | 36 | 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 |
|---|---|---|---|
| 2026-08-13 | 13G/A | Kayne Anderson Rudnick Investment Management, LLCwith 2 co-filers | 11.7% |
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 | 61 | $109.2M | 7,032,302 | 16 | 21 | 18 | 0.0% |
| Q1 2026 | 54 | $101.2M | 7,908,407 | 17 | 13 | 15 | 0.0% |
| Q4 2025 | 41 | $151.2M | 9,016,635 | 8 | 19 | 7 | 0.0% |
| Q3 2025 | 47 | $155.4M | 8,801,745 | 9 | 11 | 17 | 0.0% |
| Q2 2025 | 52 | $180.5M | 9,295,299 | 11 | 14 | 17 | 0.0% |
| Q1 2025 | 50 | $181.7M | 9,303,083 | 5 | 19 | 15 | 0.0% |
| Q4 2024 | 66 | $242.1M | 9,435,142 | 8 | 14 | 29 | 0.0% |
| Q3 2024 | 70 | $362.4M | 9,591,971 | 21 | 25 | 14 | 0.0% |
| Q2 2024 | 58 | $211.9M | 9,062,349 | 15 | 17 | 17 | 0.0% |
| Q1 2024 | 65 | $262.4M | 8,835,555 | 64 | 0 | 0 | 0.0% |