MetaCap

Who Owns Smartbird Stock?

NASDAQ: BIRDConsumer DiscretionaryApparelUSD

2.93+0.05 (+1.74%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

After hours: 2.91 -0.68%

Ownership breakdown

Held by institutions
23.55%
Institutional holders
56
  • Institutions 23.6%
  • Insiders 10.1%
  • Public and other 66.4%

Who owns Smartbird stock?

Institutional investors own about 23.6% of Smartbird's shares, spread across 56 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 10.10% of BIRD.

The largest institutional holders are FMR, LLC (7.73%), Vanguard Capital Management LLC (2.30%) and Blackrock Inc. (0.87%). Together, the top 10 institutions control 14.2% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their BIRD positions and 3 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of BIRD

Smartbird top institutional holders
InstitutionShares% HeldChange
FMR, LLC720.37K7.73%-12.7%
Vanguard Capital Management LLC214.23K2.30%+2.8%
Blackrock Inc.80.86K0.87%+7.8%
Anson Funds Management LP64.30K0.69%+100.0%
Geode Capital Management, LLC61.16K0.66%-9.8%
Cygnus Capital Advisors, LLC46.50K0.50%+100.0%
Vanguard Fiduciary Trust Co42.39K0.46%+48.7%
HRT Financial LP40.32K0.43%+100.0%
UBS Group AG27.85K0.30%+348.3%
Spark Investment Management LLC27.63K0.30%-52.0%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of BIRD

Smartbird top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund150.70K1.62%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund63.53K0.68%
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund31.64K0.34%
iShares Trust-iShares Micro-Cap ETF20.05K0.22%
Fidelity Concord Street Trust-Fidelity Total Market Index Fund9.01K0.10%
Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund7.66K0.08%
American Century ETF Trust-Avantis U.S. Small Cap Equity ETF3.52K0.04%
EQ Advisors Trust-1290 VT Micro Cap Portfolio1.13K0.01%
ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund330.00%

Frequently asked questions

Who is the largest shareholder of Smartbird?

FMR, LLC is the largest institutional shareholder of BIRD, owning 7.73% of shares outstanding (720.37K shares) as of its latest 13F filing.

What percentage of Smartbird is owned by institutions?

Institutions own about 23.6% of BIRD shares and 26.2% of the public float.

How much of Smartbird do insiders own?

Insiders, such as officers and directors, own about 10.10% of BIRD shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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