ENVESTNET ASSET MANAGEMENT INC

Position in SDHC — Smith Douglas Homes Corp.

CIK 1407543 Berwyn, PA

Position in SDHC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$350,831

-$21,047 QoQ

Shares Held

22,576

-22.3% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#31

of 62 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $9,086,029 across 5 Real Estate - Development names. SDHC ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CCS	Century Communities, Inc.	103,738	$7,433,865
2	FOR	Forestar Group Inc.	22,736	$719,594
3	HHH	Howard Hughes Holdings Inc.	6,701	$479,054
4	SDHC	Smith Douglas Homes Corp. This page	22,576	$350,831
5	FPH	Five Point Holdings, LLC	19,485	$102,685

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$350,831	22,576	-22.3%	Shares	Sole	2026-08-03
2026-03-31	$371,878	29,053	+0.9%	Shares	Sole	2026-05-04
2025-12-31	$482,959	28,799	-28.7%	Shares	Sole	2026-02-10
2025-09-30	$712,810	40,363	-21.1%	Shares	Sole	2025-11-05
2025-06-30	$993,546	51,161	-13.4%	Shares	Sole	2025-08-01
2025-03-31	$1,153,495	59,093	-4.6%	Shares	Sole	2025-04-29
2024-12-31	$1,587,833	61,928	-1.7%	Shares	Sole	2025-02-13
2024-09-30	$2,379,233	62,976	+50.4%	Shares	Sole	2024-11-07
2024-06-30	$978,780	41,864	-0.1%	Shares	Sole	2024-08-08
2024-03-31	$1,244,519	41,903	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.