As of the latest SEC filings, Smith Douglas Homes Corp. (SDHC) is held by 44 institutional funds. The largest fund shareholder is Virtus KAR Small-Cap Growth Fund (PSGAX), holding an estimated $9,858,035.20 in market value, representing 1.19% of its portfolio.
Funds holding Smith Douglas Homes Corp. (SDHC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SDHC
- CIK:
- 0001982518
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PSGAX
Virtus KAR Small-Cap Growth Fund
|
MF | Duff & Phelps / Virtus | 1.19% | $9,858,035.20 | 770,159 | Mar 31, 2026 | May 29, 2026 |
|
WGICX
Wasatch Micro Cap Fund
|
MF | Independent / Boutique | 1.20% | $6,736,435.20 | 526,284 | Mar 31, 2026 | May 5, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 0.21% | $4,624,055.46 | 326,097 | Apr 30, 2026 | Jun 25, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,713,638.40 | 290,128 | Mar 31, 2026 | May 28, 2026 |
|
NDVUX
MFS New Discovery Value Fund
|
MF | Independent / Boutique | 0.13% | $3,656,388.70 | 232,891 | Feb 28, 2026 | Apr 24, 2026 |
|
FKASX
Federated Hermes Kaufmann Small Cap Fund
|
MF | Federated Hermes | 0.10% | $2,790,624.00 | 196,800 | Apr 30, 2026 | Jun 23, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.01% | $1,259,571.20 | 98,404 | Mar 31, 2026 | May 22, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,232,460.80 | 96,286 | Mar 31, 2026 | May 28, 2026 |
|
-
JNL Multi-Manager Small Cap Growth Fund
|
ETF | Independent / Boutique | 0.05% | $953,881.60 | 74,522 | Mar 31, 2026 | May 28, 2026 |
|
-
Small Cap Growth Stock Portfolio
|
ETF | Independent / Boutique | 0.11% | $832,166.40 | 65,013 | Mar 31, 2026 | May 27, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $752,077.10 | 47,903 | Feb 28, 2026 | Apr 24, 2026 |
|
CFSLX
Column Small Cap Fund
|
MF | Independent / Boutique | 0.14% | $701,020.70 | 44,651 | Feb 28, 2026 | Apr 23, 2026 |
|
HBSGX
HARTFORD SMALL CAP GROWTH HLS FUND
|
MF | Independent / Boutique | 0.12% | $609,523.20 | 47,619 | Mar 31, 2026 | May 22, 2026 |
|
-
Virtus KAR Small-Cap Growth Series
|
ETF | Duff & Phelps / Virtus | 1.07% | $483,468.80 | 37,771 | Mar 31, 2026 | May 29, 2026 |
|
HSLTX
The Hartford Small Cap Growth Fund
|
MF | Independent / Boutique | 0.11% | $345,963.64 | 24,398 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $245,453.80 | 15,634 | Feb 28, 2026 | Apr 24, 2026 |
|
FTMSX
FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND
|
MF | Independent / Boutique | 0.94% | $207,360.00 | 16,200 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $205,261.80 | 13,074 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $158,560.76 | 11,182 | Apr 30, 2026 | Jun 29, 2026 |
|
PEXMX
T. Rowe Price Extended Equity Market Index Fund
|
MF | T. Rowe Price | 0.02% | $157,440.00 | 12,300 | Mar 31, 2026 | May 28, 2026 |
|
MMSMX
Multi-Manager U.S. Small Cap Equity Fund
|
MF | Goldman Sachs | 0.04% | $143,799.38 | 10,141 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $135,901.12 | 9,584 | Apr 30, 2026 | Jun 24, 2026 |
|
WAGOX
Wasatch Global Opportunities Fund
|
MF | Independent / Boutique | 0.09% | $121,036.80 | 9,456 | Mar 31, 2026 | May 5, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.00% | $111,579.90 | 7,107 | Feb 28, 2026 | Apr 29, 2026 |
|
EES
WisdomTree U.S. SmallCap Fund
|
ETF | WisdomTree | 0.02% | $99,033.60 | 7,737 | Mar 31, 2026 | Jun 1, 2026 |
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