As of the latest SEC filings, Smartbird, Inc. (BIRD) is held by 19 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $453,613.02 in market value, representing a significant portion of its portfolio.
Funds holding Smartbird, Inc. (BIRD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BIRD
- CIK:
- 0001653909
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $453,613.02 | 150,702 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $166,516.21 | 55,321 | Mar 31, 2026 | May 28, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 0.15% | $126,781.20 | 42,120 | Mar 31, 2026 | May 21, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $80,076.64 | 28,196 | Feb 28, 2026 | Apr 24, 2026 |
|
OIIEX
Optimum International Fund
|
MF | Independent / Boutique | 0.00% | $46,394.33 | 479,300 | Mar 31, 2026 | May 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.00% | $43,337.98 | 14,398 | Mar 31, 2026 | May 28, 2026 |
|
AVEM
Avantis Emerging Markets Equity ETF
|
ETF | American Century | 0.00% | $38,691.11 | 370,500 | Feb 28, 2026 | Apr 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $25,579.88 | 9,007 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $21,762.92 | 7,663 | Feb 28, 2026 | Apr 24, 2026 |
|
AVEEX
Avantis Emerging Markets Equity Fund
|
MF | American Century | 0.00% | $14,567.91 | 139,500 | Feb 28, 2026 | Apr 29, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.00% | $9,985.44 | 3,516 | Feb 28, 2026 | Apr 29, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $7,211.96 | 2,396 | Mar 31, 2026 | May 28, 2026 |
|
AVEE
Avantis Emerging Markets Small Cap Equity ETF
|
ETF | American Century | 0.01% | $6,130.01 | 58,700 | Feb 28, 2026 | Apr 29, 2026 |
|
AVSE
Avantis Responsible Emerging Markets Equity ETF
|
ETF | American Century | 0.00% | $3,780.35 | 36,200 | Feb 28, 2026 | Apr 29, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $3,362.17 | 1,117 | Mar 31, 2026 | May 26, 2026 |
|
-
JNL/DFA U.S. Small Cap Fund
|
ETF | Independent / Boutique | 0.00% | $827.75 | 275 | Mar 31, 2026 | May 28, 2026 |
|
-
LVIP Dimensional U.S. Core Equity 2 Fund
|
ETF | Independent / Boutique | 0.00% | $310.03 | 103 | Mar 31, 2026 | May 18, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.00% | $285.95 | 95 | Mar 31, 2026 | May 27, 2026 |
|
KCEIX
Knights of Columbus U.S. ALL CAP INDEX FUND
|
MF | Independent / Boutique | 0.00% | $188.50 | 29 | Apr 30, 2026 | Jun 25, 2026 |
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