As of the latest SEC filings, SMITH MIDLAND CORP (SMID) is held by 84 institutional funds. The largest fund shareholder is Needham Aggressive Growth Fund (NEAGX), holding an estimated $7,319,250.00 in market value, representing 0.47% of its portfolio.
Funds holding SMITH MIDLAND CORP (SMID)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SMID
- CIK:
- 0000924719
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
NEAGX
Needham Aggressive Growth Fund
|
MF | Independent / Boutique | 0.47% | $7,319,250.00 | 225,000 | Mar 31, 2026 | May 19, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $4,179,649.58 | 128,486 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $2,442,775.29 | 75,093 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,619,050.63 | 49,771 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $926,487.61 | 24,121 | Feb 28, 2026 | Apr 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $908,986.02 | 26,909 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $753,655.04 | 23,168 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $516,384.04 | 13,444 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $456,097.56 | 13,502 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $405,326.22 | 11,999 | Apr 30, 2026 | Jun 29, 2026 |
|
QWVOX
Clearwater Select Equity Fund
|
MF | Independent / Boutique | 0.08% | $359,098.67 | 11,039 | Mar 31, 2026 | May 27, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $311,428.28 | 8,108 | Feb 28, 2026 | Apr 24, 2026 |
|
AUERX
AUER GROWTH
|
MF | Independent / Boutique | 0.37% | $268,870.00 | 7,000 | Feb 28, 2026 | Apr 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $251,393.45 | 6,545 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $229,076.26 | 7,042 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $190,688.10 | 5,645 | Apr 30, 2026 | Jun 25, 2026 |
|
EES
WisdomTree U.S. SmallCap Fund
|
ETF | WisdomTree | 0.03% | $163,951.20 | 5,040 | Mar 31, 2026 | Jun 1, 2026 |
|
GSSC
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
ETF | Goldman Sachs | 0.02% | $160,361.75 | 4,175 | Feb 28, 2026 | Apr 28, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $151,589.80 | 4,660 | Mar 31, 2026 | May 28, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $120,391.92 | 3,564 | Apr 30, 2026 | Jun 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $112,349.25 | 2,925 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWG
VANGUARD RUSSELL 2000 GROWTH INDEX FUND
|
ETF | Vanguard | 0.01% | $98,175.96 | 2,556 | Feb 28, 2026 | Apr 28, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $73,159.97 | 2,249 | Mar 31, 2026 | May 26, 2026 |
|
FECGX
Fidelity Small Cap Growth Index Fund
|
MF | Fidelity | 0.01% | $67,597.34 | 2,078 | Mar 31, 2026 | May 26, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $66,881.68 | 2,056 | Mar 31, 2026 | May 28, 2026 |
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