13FBOX
SMARTBIRD INC · 13F Institutional Holdings
Options Calculator Rankings
S

SMARTBIRD INC

BIRD
Institutions
43
Combined AUM (Q2 2026)
$5.8M
Combined Shares (Q2 2026)
1.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+264,811
25 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-253,047
21 · 11 Exit · ≈
⚖️ Net
+11,764
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.8M
Institutions
43
New Buys
17
Adds
8
Reduces
10
Exits
11
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FMR LLC
<0.01%<0.01%#12$2.9M720,365$2.5M824,863-104,498-12.67%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#16$856,932214,233$627,341208,419+5,814+2.79%Add
BlackRock, Inc.
<0.01%<0.01%#26$323,44480,861$225,68174,977+5,884+7.85%Add
Anson Funds Management LP
0.02%#3$257,21664,304$00+64,304New Buy
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#19$244,71861,165$204,10067,794-6,629-9.78%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#13$169,56442,391$85,78528,500+13,891+48.74%Add
HRT FINANCIAL LP
<0.01%#9$161,28840,322$00+40,322New Buy
UBS Group AG
<0.01%<0.01%#17$111,39627,849$18,6986,212+21,637+348.31%Add
Spark Investment Management LLC
0.22%0.42%#1$110,53627,634$173,47857,634-30,000-52.05%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#25$103,60824,151$124+24,147+603,675.00%Add
JANE STREET GROUP, LLC
<0.01%#23$98,34024,585$00+24,585New Buy
ASPIRIANT, LLC
<0.01%#5$83,41220,853$00+20,853New Buy
STATE STREET CORP
<0.01%<0.01%#31$78,85619,714$59,33919,71400.00%Unchanged
Engineers Gate Manager LP
<0.01%#6$72,91218,228$00+18,228New Buy
Virtu Financial LLC
<0.01%#4$70,24817,562$00+17,562New Buy
NORTHERN TRUST CORP
<0.01%<0.01%#24$60,58815,147$45,60715,152-5-0.03%Reduce
Finley Financial, LLC
0.02%0.01%#2$40,00010,000$30,10010,00000.00%Unchanged
Rockefeller Capital Management L.P.
<0.01%<0.01%#15$16,1564,039$12,1574,03900.00%Unchanged
SBI Securities Co., Ltd.
<0.01%<0.01%#8$14,8163,704$9,9093,292+412+12.52%Add
Spire Wealth Management
<0.01%#7$12,0003,000$00+3,000New Buy
MORGAN STANLEY
<0.01%<0.01%#36$8,1922,048$24,5114,323-2,275-52.63%Reduce
Vanguard Global Advisers, LLC
<0.01%<0.01%#27$7,1201,780$5,3581,78000.00%Unchanged
Tower Research Capital LLC (TRC)
<0.01%<0.01%#11$6,8361,709$93+1,706+56,866.67%Add
Farther Finance Advisors, LLC
<0.01%#14$4,0321,008$00+1,008New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#30$2,312578$324108+470+435.19%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#38$2,000488$8,0002,713-2,225-82.01%Reduce
Caitong International Asset Management Co., Ltd
<0.01%#10$1,764441$00+441New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#32$1,540385$00+385New Buy
GROUP ONE TRADING LLC
<0.01%<0.01%#34$796199$900299-100-33.44%Reduce
EverSource Wealth Advisors, LLC
<0.01%#18$400100$00+100New Buy
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#39$37694$11,9173,959-3,865-97.63%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#42$30075$2267500.00%Unchanged
Asset Dedication, LLC
<0.01%#22$14336$00+36New Buy
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#40$10025$12341-16-39.02%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#43$8820$642000.00%Unchanged
ROTHSCHILD INVESTMENT LLC
<0.01%<0.01%#28$8020$602000.00%Unchanged
TRUST CO OF VERMONT
<0.01%#33$4010$00+10New Buy
Strive Financial Group ,LLC
<0.01%#20$287$00+7New Buy
HARBOUR INVESTMENTS, INC.
<0.01%#37$246$00+6New Buy
Millstone Evans Group, LLC
<0.01%<0.01%#21$205$15500.00%Unchanged
NBT BANK, N.A.
<0.01%#35$82$00+2New Buy
Parallel Advisors, LLC
<0.01%<0.01%#41$41$3,3201,103-1,102-99.91%Reduce
GILPIN WEALTH MANAGEMENT, LLC
<0.01%#29$41$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow