BIRD · Smartbird, Inc.

$2.52 +0.06 (+2.44%) At close · Sep 4

Market Cap

$29.76M

11.81M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 43

Total Value: $5,981,036

Total Shares: 1,495,259

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 43 13F filers · Δ vs Mar 31, 2026

Top Holder

48.2%

−9.2 pts

Top 5

76.3%

−9.6 pts

Top 10

88.7%

−6.3 pts

HHI

2,636

Highly concentrated−959

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +5

Institutional value: +38.3%

Shares held: +4.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega JPMORGAN CHASE & CO	+24,147	24,151
Mega UBS Group AG	+21,637	27,849
Mega VANGUARD FIDUCIARY TRUST CO	+13,891	42,391
Mega BlackRock, Inc.	+5,884	80,861
Mega VANGUARD CAPITAL MANAGEMENT LLC	+5,814	214,233

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega FMR LLC	−104,498	720,365
Micro Spark Investment Management LLC	−30,000	27,634
Mega GEODE CAPITAL MANAGEMENT, LLC	−6,629	61,165
Mega BNP PARIBAS ARBITRAGE, SA	−3,865	94
Mega ROYAL BANK OF CANADA	−2,235	488

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Anson Funds Management LP	64,304	$257,216
Small Cygnus Capital Advisors, LLC	46,499	$185,996
Large HRT FINANCIAL LP	40,322	$161,288
Mega JANE STREET GROUP, LLC	24,585	$98,340
Small ASPIRIANT, LLC	20,853	$83,412

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC	42,120	$126,781
Small Performa Ltd (US), LLC	25,000	$75,250
Mid Arnhold LLC	13,070	$39,340
Mid COLDSTREAM CAPITAL MANAGEMENT INC	11,188	$33,675
Micro Trellis Wealth Advisors LLC	10,687	$32,167

Filter: New 16 Increased 8 Reduced 10 Sold out 11 Unchanged 9

Showing 43 of 43

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

FMR LLC

$2,881,460

48.18%

720,365

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	720,365	$2,881,460	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$856,932

14.33%

214,233

BlackRock, Inc.

$323,444

5.41%

80,861

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	1,127	$4,508	1.4%	Sole
BlackRock Fund Advisors	20,182	$80,728	25.0%	Sole
BlackRock Institutional Trust Company, N.A.	59,551	$238,204	73.6%	Sole
Aperio Group, LLC	1	$4	0.0%	Sole

Anson Funds Management LP

$257,216

4.30%

64,304

GEODE CAPITAL MANAGEMENT, LLC

$244,660

4.09%

61,165

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	12,155	$48,620	19.9%	Defined
Held directly	49,010	$196,040	80.1%	Defined

Cygnus Capital Advisors, LLC

$185,996

3.11%

46,499

VANGUARD FIDUCIARY TRUST CO

$169,564

2.84%

42,391

HRT FINANCIAL LP

$161,288

2.70%

40,322

UBS Group AG

$111,396

1.86%

27,849

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	10	$40	0.0%	Defined
UBS AG	24,337	$97,348	87.4%	Defined
UBS Switzerland AG	3,502	$14,008	12.6%	Defined

Spark Investment Management LLC

$110,536

1.85%

27,634

JANE STREET GROUP, LLC

$98,340

1.64%

24,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	24,583	$98,332	100.0%	Defined
Jane Street Global Trading, LLC	2	$8	0.0%	Defined

JPMORGAN CHASE & CO

$96,604

1.62%

24,151

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	24,151	$96,604	100.0%	Defined

ASPIRIANT, LLC

$83,412

1.39%

20,853

STATE STREET CORP

$78,856

1.32%

19,714

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	19,714	$78,856	100.0%	Defined

Engineers Gate Manager LP

$72,912

1.22%

18,228

Virtu Financial LLC

$70,248

1.17%

17,562

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	17,562	$70,248	100.0%	Defined

NORTHERN TRUST CORP

$60,588

1.01%

15,147

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	15,147	$60,588	100.0%	Defined

Finley Financial, LLC

$40,000

0.67%

10,000

Rockefeller Capital Management L.P.

$16,156

0.27%

4,039

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	1,032	$4,128	25.6%	Defined
ROCKEFELLER FINANCIAL LLC	3,007	$12,028	74.4%	Defined

SBI Securities Co., Ltd.

$14,816

0.25%

3,704

Spire Wealth Management

$12,000

0.20%

3,000

MORGAN STANLEY

$8,192

0.14%

2,048

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	1	$4	0.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	769	$3,076	37.5%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1,278	$5,112	62.4%	Defined

Vanguard Global Advisers, LLC

$7,120

0.12%

1,780

Tower Research Capital LLC (TRC)

$6,836

0.11%

1,709

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,709	$6,836	100.0%	Defined

Farther Finance Advisors, LLC

$4,032

0.07%

1,008

OSAIC HOLDINGS, INC.

$2,312

0.04%

578

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	563	$2,252	97.4%	Defined
Osaic Advisory Services, LLC	15	$60	2.6%	Defined

ROYAL BANK OF CANADA

$1,952

0.03%

488

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	389	$1,556	79.7%	Defined
RBC Dominion Securities Inc.	90	$360	18.4%	Defined
Held directly	9	$36	1.8%	Sole

Caitong International Asset Management Co., Ltd

$1,764

0.03%

441

GROUP ONE TRADING LLC

$796

0.01%

199

EverSource Wealth Advisors, LLC

$400

0.01%

100

BNP PARIBAS ARBITRAGE, SA

$376

0.01%

WELLS FARGO & COMPANY/MN

$300

0.01%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	75	$300	100.0%	Defined

Asset Dedication, LLC

$144

0.00%

NATIONAL BANK OF CANADA /FI/

$100

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	25	$100	100.0%	Defined

ROTHSCHILD INVESTMENT LLC

$80

0.00%

JONES FINANCIAL COMPANIES LLLP

$80

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	20	$80	100.0%	Sole

TRUST CO OF VERMONT

$40

0.00%

Strive Financial Group ,LLC

$28

0.00%

HARBOUR INVESTMENTS, INC.

$24

0.00%

Millstone Evans Group, LLC

$20

0.00%

NBT BANK N A /NY

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NBT Capital Management, Inc.	2	$8	100.0%	Defined

Parallel Advisors, LLC

0.00%

GILPIN WEALTH MANAGEMENT, LLC

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	40	$120	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1	$3	100.0%	Defined

Key facts CIK 1653909 CUSIP 01675A208 13F (30d) 32 filings 32 filers Visit website