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Smith Douglas Homes Corp (SDHC)

CUSIP: 83207R107 | NYSE | Real Estate · Real Estate - Development | Micro Cap | 162 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Capital Management LLC417,9255.0%Newly reportedSep 30, 202692d ahead of 13F (364,949 sh) · +52,976
13G/AWasatch Advisors LP00.0%

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP37,839
0.0% of portfolio›$384.4K
Daiwa Securities Group Inc.16,656
0.0% of portfolio›$169.2K
Integrity Alliance, Llc.15,590
0.0% of portfolio›$158.4K
Avion Wealth136
0.0% of portfolio›$1
Wolff Wiese Magana LLC90
0.0% of portfolio›$915
Buck Wealth Strategies, LLC52
0.0% of portfolio›$528
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$10
Kingdom Financial Group Llc.1
0.0% of portfolio›$7
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
37,839$384.4K0.0%IndexLowAustin, TX2026-11-04
Daiwa Securities Group Inc.
16,656$169.2K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Integrity Alliance, Llc.
15,590$158.4K0.0%ETFMediumUrbandale, IA2026-10-29
Avion Wealth
136$10.0%ETFLowThe Woodlands, TX2026-11-04
Wolff Wiese Magana LLC
90$9150.0%GrowthLowCarslbad, CA2026-10-15
Buck Wealth Strategies, LLC
52$5280.0%ValueMediumDenver, CO2026-10-28
Caitong International Asset Management Co., Ltd
1$100.0%GrowthVery HighHong Kong, South Korea2026-10-29
Kingdom Financial Group Llc.
1$70.0%ETFMediumPeoria, AZ2026-11-04
No shares held
Sep 23, 2026
85d ahead of 13F (531,223 sh) · −531,223
13G/AKayne Anderson Rudnick Investment Management, LLC
with Virtus Investment Advisers, LLC, Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund
974,28211.7%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AVanguard Capital Management LLC417,925
5.0% of class · Sep 30, 2026Newly reported
92d ahead of 13F (364,949 sh) · +52,976
13G/AWasatch Advisors LP0
0.0% of class · Sep 23, 2026No shares held
85d ahead of 13F (531,223 sh) · −531,223
13G/AKayne Anderson Rudnick Investment Management, LLC974,282
11.7% of class · Jun 30, 2026New 5%+ stake
with Virtus Investment Advisers, LLC, Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund
No 13F filer matched