Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Smartbird, Inc.

CIK 0001653909BIRD· quarter ending 2026-06-30

Shares outstanding

11,809,193

as of 2026-08-10 · 10-Q cover page, filed 2026-08-19

Held by 13F filers

1,495,259

16.1% of Common Class A

Holders

+6 vs 2026-03-31 · 17 new, 11 exited

Value

$6.0M

shares +4.1% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-19, as of 2026-08-10)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	BIRD · NASDAQ	9,315,794	1,495,259	16.1%	43	01675A208
Common Class B	not listed	2,493,399	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	01675A208	CL A NEW	43	1,495,259	9,315,794	16.1%	$6.0M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (43 of 43 · 01675A208)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	FMR LLC	720,365	7.73%	$2.9M	-104,498 (-12.7%)
2	VANGUARD CAPITAL MANAGEMENT LLC	214,233	2.30%	$857K	+5,814 (+2.8%)
3	BlackRock, Inc.	80,861	0.87%	$323K	+5,884 (+7.8%)
4	Anson Funds Management LP	64,304	0.69%	$257K	NEW
5	GEODE CAPITAL MANAGEMENT, LLC	61,165	0.66%	$245K	-6,629 (-9.8%)
6	Cygnus Capital Advisors, LLC	46,499	0.50%	$186K	NEW
7	VANGUARD FIDUCIARY TRUST CO	42,391	0.46%	$170K	+13,891 (+48.7%)
8	HRT FINANCIAL LP	40,322	0.43%	$161K	NEW
9	UBS Group AG	27,849	0.30%	$111K	+21,637 (+348.3%)
10	Spark Investment Management LLC	27,634	0.30%	$111K	-30,000 (-52.1%)
11	JANE STREET GROUP, LLC	24,585	0.26%	$98K	NEW
12	JPMORGAN CHASE & CO	24,151	0.26%	$104K	+24,147 (+603675.0%)
13	ASPIRIANT, LLC	20,853	0.22%	$83K	NEW
14	STATE STREET CORP	19,714	0.21%	$79K	—
15	Engineers Gate Manager LP	18,228	0.20%	$73K	NEW
16	Virtu Financial LLC	17,562	0.19%	$70K	NEW
17	NORTHERN TRUST CORP	15,147	0.16%	$61K	-5 (-0.0%)
18	Finley Financial, LLC	10,000	0.11%	$40K	—
19	Rockefeller Capital Management L.P.	4,039	0.04%	$16K	—
20	SBI Securities Co., Ltd.	3,704	0.04%	$15K	+412 (+12.5%)
21	Spire Wealth Management	3,000	0.03%	$12K	NEW
22	MORGAN STANLEY	2,048	0.02%	$8K	-1,419 (-40.9%)
23	Vanguard Global Advisers, LLC	1,780	0.02%	$7K	—
24	Tower Research Capital LLC (TRC)	1,709	0.02%	$7K	+1,706 (+56866.7%)
25	Farther Finance Advisors, LLC	1,008	0.01%	$4K	NEW
26	OSAIC HOLDINGS, INC.	578	0.01%	$2K	+470 (+435.2%)
27	ROYAL BANK OF CANADA	488	0.01%	$2K	-2,235 (-82.1%)
28	Caitong International Asset Management Co., Ltd	441	0.00%	$2K	NEW
29	GROUP ONE TRADING LLC	199	0.00%	$796	-100 (-33.4%)
30	EverSource Wealth Advisors, LLC	100	0.00%	$400	NEW
31	BNP PARIBAS FINANCIAL MARKETS	94	0.00%	$376	-3,865 (-97.6%)
32	WELLS FARGO & COMPANY/MN	75	0.00%	$300	—
33	Asset Dedication, LLC	36	0.00%	$143	NEW
34	NATIONAL BANK OF CANADA /FI/	25	0.00%	$100	-16 (-39.0%)
35	JONES FINANCIAL COMPANIES LLLP	20	0.00%	$88	—
36	ROTHSCHILD INVESTMENT LLC	20	0.00%	$80	—
37	TRUST CO OF VERMONT	10	0.00%	$40	NEW
38	Strive Financial Group ,LLC	7	0.00%	$28	NEW
39	HARBOUR INVESTMENTS, INC.	6	0.00%	$24	NEW
40	Millstone Evans Group, LLC	5	0.00%	$20	—
41	NBT BANK, N.A.	2	0.00%	$8	NEW
42	Parallel Advisors, LLC	1	0.00%	$4	-1,102 (-99.9%)
43	GILPIN WEALTH MANAGEMENT, LLC	1	0.00%	$4	NEW

Exited since 2026-03-31 (11 filers; largest 11 shown)

BRIDGEWAY CAPITAL MANAGEMENT, LLC	−42,120
Performa Ltd (US), LLC	−25,000
Arnhold LLC	−13,070
COLDSTREAM CAPITAL MANAGEMENT INC	−11,188
Trellis Wealth Advisors LLC	−10,687
RHUMBLINE ADVISERS	−146
CWM, LLC	−75
US BANCORP \DE\	−40
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	−4
CITIGROUP INC	−1
Vermillion Wealth Management, Inc.	−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Abigail P. Johnson	SCHEDULE 13G/A	2026-08-06	2026-06-30	720,365	11.5%
FMR LLC	SCHEDULE 13G/A	2026-08-06	2026-06-30	720,365	11.5%
Ghost Angel LLC	SCHEDULE 13G	2025-05-01	2025-04-03	320,000	5.9%
Timothy O. Brown	SCHEDULE 13G/A	2025-02-20	2024-09-30	726,270	11.9%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.