| 4 |
| Anson Funds Management LP |
| 64K |
| $257K |
| — |
| 1.025% |
| 0.02% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 61K | $245K | -9.8% | 0.975% | 0.00% |
| 6 | VANGUARD FIDUCIARY TRUST CO | 42K | $170K | +48.7% | 0.676% | 0.00% |
| 7 | UBS Group AG | 28K | $111K | +348.3% | 0.444% | 0.00% |
| 8 | Spark Investment Management LLC | 28K | $111K | -52.0% | 0.440% | 0.22% |
| 9 | JPMORGAN CHASE & CO | 24K | $104K | +603675.0% | 0.385% | 0.00% |
| 10 | JANE STREET GROUP, LLC | 25K | $98K | — | 0.392% | 0.00% |
| 11 | ASPIRIANT, LLC | 21K | $83K | — | 0.332% | 0.00% |
| 12 | STATE STREET CORP | 20K | $79K | 0.0% | 0.314% | 0.00% |
| 13 | Engineers Gate Manager LP | 18K | $73K | — | 0.290% | 0.00% |
| 14 | NORTHERN TRUST CORP | 15K | $61K | -0.0% | 0.241% | 0.00% |
| 15 | Finley Financial, LLC | 10K | $40K | 0.0% | 0.159% | 0.02% |
| 16 | Rockefeller Capital Management L.P. | 4K | $16K | 0.0% | 0.064% | 0.00% |
| 17 | SBI Securities Co., Ltd. | 4K | $15K | +12.5% | 0.059% | 0.00% |
| 18 | Spire Wealth Management | 3K | $12K | — | 0.048% | 0.00% |
| 19 | MORGAN STANLEY | 2K | $8K | -40.9% | 0.033% | 0.00% |
| 20 | Vanguard Global Advisers, LLC | 2K | $7K | 0.0% | 0.028% | 0.00% |
| 21 | Tower Research Capital LLC (TRC) | 2K | $7K | +56866.7% | 0.027% | 0.00% |
| 22 | Farther Finance Advisors, LLC | 1K | $4K | — | 0.016% | 0.00% |
| 23 | OSAIC HOLDINGS, INC. | 578 | $2K | +435.2% | 0.009% | 0.00% |
| 24 | ROYAL BANK OF CANADA | 488 | $2K | -82.1% | 0.008% | 0.00% |
| 25 | Caitong International Asset Management Co., Ltd | 441 | $2K | — | 0.007% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BIRD — a direct measure of their conviction.
| 22.06% |
| 0.24 pp |
| $9M |
| 10% |
| Q4 2024 | 52 | +13% | 22.30% | +0.46 pp | $9M | 41% |
| Q3 2024 | 46 | — | 21.84% | — | $16M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
14 institutions opened new positions in BIRD during Q2 2026, while 10 fully exited. 20 added to existing positions and 7 trimmed.
BIRD institutional ownership rose by 0.20 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 92.6% of all reported 13F value in BIRD, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Smartbird, Inc (BIRD) Institutional Ownership