Smith Douglas Homes Corp (SDHC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

DECREASED

Shares37,839 from 43,263

Change-5,424 (-13%)

Value$384.4K (-$287.9K)

Filed 2026-11-04

Bank of New York Mellon Corp

NEW

Shares19,799

Change+19,799

Value$201.2K

Filed 2026-11-05

Daiwa Securities Group Inc.

DECREASED

Shares16,656 from 18,475

Change-1,819 (-10%)

Value$169.2K (-$117.9K)

Filed 2026-10-29

Integrity Alliance, Llc.

NEW

Shares15,590

Change+15,590

Value$158.4K

Filed 2026-10-29

US Bancorp \de\

INCREASED

Shares5,820 from 5,585

Change+235 (+4%)

Value$59.1K (-$27.7K)

Filed 2026-11-05

Avion Wealth

INCREASED

Shares136 from 36

Change+100 (+278%)

Value$1 (+$1)

Filed 2026-11-04

Wolff Wiese Magana LLC

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$915 (-$484)

Filed 2026-10-15

Buck Wealth Strategies, LLC

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$528 (-$280)

Filed 2026-10-28

Kingdom Financial Group Llc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$7 (-$4)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$10 (-$6)

Filed 2026-10-29

Wasatch Advisors LP

CLOSED

Shares0 from 531,223

Change-531,223 (-100%)

Value$0 (-$8.3M)

Filed 2026-10-13

Fifth Third Bancorp

CLOSED

Shares0 from 538

Change-538 (-100%)

Value$0 (-$8.4K)

Filed 2026-11-05

Conifer Management, L.L.C.

N/A

Shares— from 1,433,350

Change-1,433,350 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 974,282

Change-974,282 (-100%)

Value—

Beck Mack & Oliver LLC

N/A

Shares— from 835,065

Change-835,065 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 622,625

Change-622,625 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 404,274

Change-404,274 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 364,949

Change-364,949 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 208,862

Change-208,862 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 163,864

Change-163,864 (-100%)

Value—

Gilder Gagnon Howe & Co LLC

N/A

Shares— from 161,307

Change-161,307 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 142,986

Change-142,986 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 117,508

Change-117,508 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 103,146

Change-103,146 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 84,735

Change-84,735 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 56,477

Change-56,477 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 54,044

Change-54,044 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 51,376

Change-51,376 (-100%)

Value—

UBS Group AG

N/A

Shares— from 47,622

Change-47,622 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 46,618

Change-46,618 (-100%)

Value—

State Street Corp

N/A

Shares— from 46,176

Change-46,176 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 45,000

Change-45,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 32,795

Change-32,795 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 32,000

Change-32,000 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 31,818

Change-31,818 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 27,709

Change-27,709 (-100%)

Value—

Ruane, Cunniff & Goldfarb L.P.

N/A

Shares— from 27,275

Change-27,275 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 26,421

Change-26,421 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 25,924

Change-25,924 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 25,414

Change-25,414 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 22,576

Change-22,576 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 22,110

Change-22,110 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 21,303

Change-21,303 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 18,668

Change-18,668 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 18,100

Change-18,100 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 17,488

Change-17,488 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 16,650

Change-16,650 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 15,091

Change-15,091 (-100%)

Value—

R Squared Ltd

N/A

Shares— from 13,978

Change-13,978 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 12,300

Change-12,300 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 12,072

Change-12,072 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,485

Change-10,485 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 10,252

Change-10,252 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 10,061

Change-10,061 (-100%)

Value—

Barclays PLC

N/A

Shares— from 7,713

Change-7,713 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 3,665

Change-3,665 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 3,634

Change-3,634 (-100%)

Value—

FMR LLC

N/A

Shares— from 413

Change-413 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 408

Change-408 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 266

Change-266 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 140

Change-140 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 122

Change-122 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 66

Change-66 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 40

Change-40 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	37,839	43,263	-5,424	-13%	$672.3K	$384.4K	-$287.9K	2026-11-04
Bank of New York Mellon Corp	NEW	19,799	—	+19,799	—	—	$201.2K	—	2026-11-05
Daiwa Securities Group Inc.	DECREASED	16,656	18,475	-1,819	-10%	$287.1K	$169.2K	-$117.9K	2026-10-29
Integrity Alliance, Llc.	NEW	15,590	—	+15,590	—	—	$158.4K	—	2026-10-29
US Bancorp \de\	INCREASED	5,820	5,585	+235	+4%	$86.8K	$59.1K	-$27.7K	2026-11-05
Avion Wealth	INCREASED	136	36	+100	+278%	$0	$1	+$1	2026-11-04
Wolff Wiese Magana LLC	UNCHANGED	90	90	0	0%	$1.4K	$915	-$484	2026-10-15
Buck Wealth Strategies, LLC	UNCHANGED	52	52	0	0%	$808	$528	-$280	2026-10-28
Kingdom Financial Group Llc.	UNCHANGED	1	1	0	0%	$11	$7	-$4	2026-11-04
Caitong International Asset Management Co., Ltd	UNCHANGED	1	1	0	0%	$16	$10	-$6	2026-10-29
Wasatch Advisors LP	CLOSED	0	531,223	-531,223	-100%	$8.3M	$0	-$8.3M	2026-10-13
Fifth Third Bancorp	CLOSED	0	538	-538	-100%	$8.4K	$0	-$8.4K	2026-11-05
Conifer Management, L.L.C.	N/A	—	1,433,350	-1,433,350	-100%	$22.3M	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	974,282	-974,282	-100%	$15.1M	—	—	—
Beck Mack & Oliver LLC	N/A	—	835,065	-835,065	-100%	$13.0M	—	—	—
Wellington Management Group LLP	N/A	—	622,625	-622,625	-100%	$9.7M	—	—	—
First Eagle Investment Management, LLC	N/A	—	404,274	-404,274	-100%	$6.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	364,949	-364,949	-100%	$5.7M	—	—	—
BlackRock, Inc.	N/A	—	208,862	-208,862	-100%	$3.2M	—	—	—
Marshall Wace, LLP	N/A	—	163,864	-163,864	-100%	$2.5M	—	—	—
Gilder Gagnon Howe & Co LLC	N/A	—	161,307	-161,307	-100%	$2.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	142,986	-142,986	-100%	$2.2M	—	—	—
Wells Fargo & Company	N/A	—	117,508	-117,508	-100%	$1.8M	—	—	—
Geode Capital Management, LLC	N/A	—	103,146	-103,146	-100%	$1.6M	—	—	—
Jane Street Group, LLC	N/A	—	84,735	-84,735	-100%	$1.3M	—	—	—
Trexquant Investment LP	N/A	—	56,477	-56,477	-100%	$877.7K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	54,044	-54,044	-100%	$839.8K	—	—	—
JPMorgan Chase & Co	N/A	—	51,376	-51,376	-100%	$770.1K	—	—	—
UBS Group AG	N/A	—	47,622	-47,622	-100%	$740.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	46,618	-46,618	-100%	$724.4K	—	—	—
State Street Corp	N/A	—	46,176	-46,176	-100%	$717.6K	—	—	—
Quent Capital, LLC	N/A	—	45,000	-45,000	-100%	$699.3K	—	—	—
Morgan Stanley	N/A	—	32,795	-32,795	-100%	$509.6K	—	—	—
Verition Fund Management LLC	N/A	—	32,000	-32,000	-100%	$497.3K	—	—	—
Squarepoint Ops LLC	N/A	—	31,818	-31,818	-100%	$494.5K	—	—	—
HSBC Holdings PLC	N/A	—	27,709	-27,709	-100%	$420.9K	—	—	—
Ruane, Cunniff & Goldfarb L.P.	N/A	—	27,275	-27,275	-100%	$423.9K	—	—	—
SEI Investments Co	N/A	—	26,421	-26,421	-100%	$410.6K	—	—	—
XTX Topco Ltd	N/A	—	25,924	-25,924	-100%	$402.9K	—	—	—
Citadel Advisors LLC	N/A	—	25,414	-25,414	-100%	$394.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	22,576	-22,576	-100%	$350.8K	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	22,110	-22,110	-100%	$343.6K	—	—	—
Tudor Investment Corp ET AL	N/A	—	21,303	-21,303	-100%	$331.0K	—	—	—
Northern Trust Corp	N/A	—	18,668	-18,668	-100%	$290.1K	—	—	—
GSA Capital Partners LLP	N/A	—	18,100	-18,100	-100%	$281.0K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	17,488	-17,488	-100%	$271.8K	—	—	—
Millennium Management LLC	N/A	—	16,650	-16,650	-100%	$258.7K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	15,091	-15,091	-100%	$234.5K	—	—	—
R Squared Ltd	N/A	—	13,978	-13,978	-100%	$217.2K	—	—	—
Price T Rowe Associates Inc	N/A	—	12,300	-12,300	-100%	$192.0K	—	—	—
Graham Capital Management, L.P.	N/A	—	12,072	-12,072	-100%	$187.6K	—	—	—
Stifel Financial Corp	N/A	—	10,485	-10,485	-100%	$162.9K	—	—	—
HRT Financial LP	N/A	—	10,252	-10,252	-100%	$159.0K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	10,061	-10,061	-100%	$156.3K	—	—	—
Barclays PLC	N/A	—	7,713	-7,713	-100%	$119.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	3,665	-3,665	-100%	$57.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	3,634	-3,634	-100%	$56.5K	—	—	—
FMR LLC	N/A	—	413	-413	-100%	$6.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	408	-408	-100%	$6.0K	—	—	—
Persistent Asset Partners Ltd	N/A	—	266	-266	-100%	$4.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	140	-140	-100%	$2.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	122	-122	-100%	$1.9K	—	—	—
Royal Bank of Canada	N/A	—	66	-66	-100%	$1.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	40	-40	-100%	$621	—	—	—

Showing 64 of 64 institutions