undamentalytics Newsletter

Smith Midland Corp: which funds bought and sold

Institutions that bought and sold Smith Midland 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, 22 institutions that filed 13F reports for both quarters added to or opened positions in Smith Midland, and 24 cut or closed them. Together they sold a net 31K shares, −1.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 16K shares (−68.5%); index fund managers were net buyers of 883 shares (+0.2%). 6 opened a new position and 7 sold out entirely.

Bought, Q2 2026 22 institutions, 6 of them new holders Sold, Q2 2026 24 institutions, 7 of them sold out
Net change, all compared −31K shares (−1.0%)
Net change, active managers −16K shares (−68.5%), 0 bought, 3 sold

Buyers versus sellers

institutions compared, 62
Active managers and hedge funds 0 bought · 3 sold · −16K
Index fund managers 5 bought · 4 sold · +883
Other institutions 17 bought · 17 sold · −17K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +35K +21.9% 196K $5.7M
Topline Capital Management, LLC +20K New position 20K $580,348
Morgan Stanley +9,940 +76.8% 23K $663,607
Geode Capital Management, LLC Index funds +6,842 +8.3% 90K $2.6M
Dimensional Fund Advisors LP +5,826 +13.0% 51K $1.5M
Vanguard Portfolio Management LLC Index funds +2,950 +18.0% 19K $561,817
Rice Hall James & Associates, LLC +2,633 +5.1% 54K $1.6M
Vanguard Fiduciary Trust Co Index funds +2,068 +7.4% 30K $871,276
Goldman Sachs Group Inc +1,758 +24.6% 8,902 $258,158
Wells Fargo & Company +1,568 +149.8% 2,615 $75,835
Charles Schwab Investment Management Inc Index funds +1,281 +17.2% 8,726 $253,054
Citigroup Inc +1,204 +1084.7% 1,315 $38,135
Royal Bank Of Canada +538 +44.1% 1,758 $52,000
Bank Of New York Mellon Corp +475 +4.4% 11K $325,438
Russell Investments Group, Ltd. +423 +82.9% 933 $27,057
Northwestern Mutual Wealth Management Co +66 New position 66 $1,914
Deutsche Bank Ag\ +58 +3.0% 2,011 $58,319
Jpmorgan Chase & Co +54 +2.6% 2,162 $63,822
Arax Advisory Partners +10 New position 10 $290
Farther Finance Advisors, LLC +1 New position 1 $29

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Vanguard Capital Management LLC Index funds −43K −23.8% 137K $4M
Corient Private Wealth LP −35K Sold out 0 —
Thompson Davis & Co., Inc. −18K −1.0% 1.8M $52.9M
Lazard Asset Management LLC Active manager −9,004 Sold out 0 —
Jane Street Group, LLC −6,518 Sold out 0 —
Citadel Advisors LLC Hedge fund −6,369 Sold out 0 —
Northern Trust Corp Index funds −2,230 −7.9% 26K $749,476
Rhumbline Advisers Index funds −1,857 −48.9% 1,943 $56,347
Osaic Holdings, Inc. −836 −88.6% 108 $3,132
UBS Group AG −526 −7.4% 6,582 $190,878
State Street Corp Index funds −520 −1.1% 46K $1.3M
Bard Associates Inc −458 −0.6% 80K $2.3M
FMR LLC Active manager −135 −73.0% 50 $1,455
Tower Research Capital LLC (TRC) −125 −18.3% 557 $16,153
California State Teachers Retirement System −109 −73.6% 39 $1,131
BNP Paribas Financial Markets −104 −7.0% 1,377 $39,933
Barclays PLC −67 −14.2% 406 $11,774
Mirae Asset Global Etfs Holdings Ltd. −54 −4.0% 1,291 $37,439
Gamma Investing LLC −52 −18.4% 230 $6,670
NISA Investment Advisors, LLC −18 Sold out 0 —

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Corient Private Wealth LP 35K $1.1M
Lazard Asset Management LLCActive manager 9,004 $292,900
Jane Street Group, LLC 6,518 $212,031
Citadel Advisors LLCHedge fund 6,369 $207,184
NISA Investment Advisors, LLC 18 $586
Mai Capital Management 1 $33
True Wealth Design, LLC 1 $33

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
55
Ten largest holders
91.8%
of 13F-reported shares
Index fund managers
18.4%
of 13F-reported shares
Active managers and hedge funds
0.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 3 0 2 −16K −68.5%
Index fund managers 5 4 0 0 +883 +0.2%
Other institutions 17 17 6 5 −17K −0.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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