Smartbird, Inc.: which funds bought and sold
Institutions that bought and sold Smartbird shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 23 institutions that filed 13F reports for both quarters added to or opened positions in Smartbird, and 20 cut or closed them. Together they added a net 12K shares, +0.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 64K shares (−7.4%); index fund managers were net buyers of 19K shares (+4.5%). 15 opened a new position and 10 sold out entirely.
Bought, Q2 2026 23 institutions, 15 of them new holders Sold, Q2 2026 20 institutions, 10 of them sold out
Net change, all compared +12K shares (+0.8%)
Net change, active managers −64K shares (−7.4%), 2 bought, 2 sold
Buyers versus sellers
23 bought 8 20 sold
Active managers and hedge funds 2 bought · 2 sold · −64K
Index fund managers 3 bought · 3 sold · +19K
Other institutions 18 bought · 15 sold · +57K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Anson Funds Management LP Hedge fund | +64K New position | 64K | $257,216 |
| HRT Financial LP | +40K New position | 40K | $161,000 |
| Jane Street Group, LLC | +25K New position | 25K | $98,340 |
| Jpmorgan Chase & Co | +24K +603675.0% | 24K | $103,608 |
| UBS Group AG | +22K +348.3% | 28K | $111,396 |
| Aspiriant, LLC | +21K New position | 21K | $83,412 |
| Engineers Gate Manager LP Hedge fund | +18K New position | 18K | $72,912 |
| Virtu Financial LLC | +18K New position | 18K | $70,000 |
| Vanguard Fiduciary Trust Co Index funds | +14K +48.7% | 42K | $169,564 |
| Blackrock, Inc. Index funds | +5,884 +7.8% | 81K | $323,444 |
| Vanguard Capital Management LLC Index funds | +5,814 +2.8% | 214K | $856,932 |
| Spire Wealth Management | +3,000 New position | 3,000 | $12,000 |
| Tower Research Capital LLC (TRC) | +1,706 +56866.7% | 1,709 | $6,836 |
| Farther Finance Advisors, LLC | +1,008 New position | 1,008 | $4,032 |
| Osaic Holdings, Inc. | +470 +435.2% | 578 | $2,312 |
| Caitong International Asset Management Co., Ltd | +441 New position | 441 | $1,764 |
| Sbi Securities Co., Ltd. | +412 +12.5% | 3,704 | $14,816 |
| Eversource Wealth Advisors, LLC | +100 New position | 100 | $400 |
| Asset Dedication, LLC | +36 New position | 36 | $143 |
| Strive Financial Group ,Llc | +7 New position | 7 | $28 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Anson Funds Management LP Hedge fund | +64K New position | 64K | $257,216 |
| Engineers Gate Manager LP Hedge fund | +18K New position | 18K | $72,912 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | −104K −12.7% | 720K | $2.9M |
| Bridgeway Capital Management, LLC Active manager | −42K Sold out | 0 | — |
| Spark Investment Management LLC | −30K −52.1% | 28K | $110,536 |
| Performa Ltd (Us), LLC | −25K Sold out | 0 | — |
| Arnhold LLC | −13K Sold out | 0 | — |
| Coldstream Capital Management Inc | −11K Sold out | 0 | — |
| Trellis Wealth Advisors LLC | −11K Sold out | 0 | — |
| Geode Capital Management, LLC Index funds | −6,629 −9.8% | 61K | $244,718 |
| BNP Paribas Financial Markets | −3,865 −97.6% | 94 | $376 |
| Royal Bank Of Canada | −2,324 −85.7% | 389 | $2,000 |
| Morgan Stanley | −1,419 −40.9% | 2,048 | $8,192 |
| Parallel Advisors, LLC | −1,102 −99.9% | 1 | $4 |
| Rhumbline Advisers Index funds | −146 Sold out | 0 | — |
| Group One Trading LLC | −100 −33.4% | 199 | $796 |
| Us Bancorp | −40 Sold out | 0 | — |
| National Bank Of Canada | −16 −39.0% | 25 | $100 |
| Northern Trust Corp Index funds | −5 0.0% | 15K | $60,588 |
| Northwestern Mutual Wealth Management Co | −4 Sold out | 0 | — |
| Citigroup Inc | −1 Sold out | 0 | — |
| Vermillion Wealth Management, Inc. | −1 Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | −104K −12.7% | 720K | $2.9M |
| Bridgeway Capital Management, LLC Active manager | −42K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Anson Funds Management LPHedge fund | 64K | $257,216 |
| HRT Financial LP | 40K | $161,000 |
| Jane Street Group, LLC | 25K | $98,340 |
| Aspiriant, LLC | 21K | $83,412 |
| Engineers Gate Manager LPHedge fund | 18K | $72,912 |
| Virtu Financial LLC | 18K | $70,000 |
| Spire Wealth Management | 3,000 | $12,000 |
| Farther Finance Advisors, LLC | 1,008 | $4,032 |
| Caitong International Asset Management Co., Ltd | 441 | $1,764 |
| Eversource Wealth Advisors, LLC | 100 | $400 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Bridgeway Capital Management, LLCActive manager | 42K | $126,781 |
| Performa Ltd (Us), LLC | 25K | $75,250 |
| Arnhold LLC | 13K | $39,341 |
| Coldstream Capital Management Inc | 11K | $33,676 |
| Trellis Wealth Advisors LLC | 11K | $32,168 |
| Rhumbline AdvisersIndex funds | 146 | $439 |
| Us Bancorp | 40 | $120 |
| Northwestern Mutual Wealth Management Co | 4 | $12 |
| Citigroup Inc | 1 | $3 |
| Vermillion Wealth Management, Inc. | 1 | $3 |
Who holds the shares
- Institutions reporting
- 42
- Ten largest holders
- 90.0% of 13F-reported shares
- Index fund managers
- 29.9% of 13F-reported shares
- Active managers and hedge funds
- 55.4% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 2 | 2 | 2 | 1 | −64K | −7.4% |
| Index fund managers | 3 | 3 | 0 | 1 | +19K | +4.5% |
| Other institutions | 18 | 15 | 13 | 8 | +57K | +37.1% |