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Smith-Midland
SMID

57 hedge funds and large institutions have $99.4M invested in Smith-Midland in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 57 → 57 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.08% less ownership

Funds ownership: 58.7% → 57.63% (-1.1%)

12% less capital invested

Capital invested by funds: $113M → $99.4M (-$13.7M)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
15
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TDC
Thompson Davis & Co
Virginia
+$257K
2
Citadel Advisors
Citadel Advisors
Florida
+$220K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$151K
4
Deutsche Bank
Deutsche Bank
Germany
+$66.1K
5
RHJA
Rice Hall James & Associates
California
+$26.1K

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$1.2M
2
Stifel Financial
Stifel Financial
Missouri
-$604K
3
HF
HRT Financial
New York
-$216K
4
BlackRock
BlackRock
New York
-$170K
5
Barclays
Barclays
United Kingdom
-$129K
Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$59.9M +$257K +7,448 +0.4%
NIM
2
Needham Investment Management
New York
$7.32M – – –
VCM
3
Vanguard Capital Management
Pennsylvania
$5.87M +$6.22M +180,313 New
BlackRock
4
BlackRock
New York
$5.24M -$170K -4,924 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.7M -$71.3K -2,065 -2%
BA
6
Bard Associates
Illinois
$2.61M -$6.83K -198 -0.2%
RC
7
RBF Capital
California
$2.41M – – –
RHJA
8
Rice Hall James & Associates
California
$1.67M +$26.1K +756 +1%
State Street
9
State Street
Massachusetts
$1.5M -$6.9K -200 -0.4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.46M +$151K +4,384 +11%
HIMC
11
Heritage Investors Management Corp
Maryland
$1.25M – – –
Corient Private Wealth
12
Corient Private Wealth
Florida
$1.13M -$1.2M -34,750 -50%
Northern Trust
13
Northern Trust
Illinois
$913K -$10.6K -308 -1%
VFT
14
Vanguard Fiduciary Trust
Pennsylvania
$910K +$966K +27,976 New
VPM
15
Vanguard Portfolio Management
Pennsylvania
$534K +$567K +16,423 New
Morgan Stanley
16
Morgan Stanley
New York
$421K -$46.2K -1,337 -9%
IB
17
Intrust Bank
Kansas
$394K – – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$350K -$21.4K -620 -5%
WA
19
Waverly Advisors
Alabama
$325K +$35 +1 +0%
Lazard Asset Management
20
Lazard Asset Management
New York
$293K +$9.46K +274 +3%
Charles Schwab
21
Charles Schwab
California
$242K -$39K -1,130 -13%
Goldman Sachs
22
Goldman Sachs
New York
$232K -$19K -551 -7%
UBS Group
23
UBS Group
Switzerland
$231K +$4.94K +143 +2%
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$230K -$90.4K -2,618 -27%
Jane Street
25
Jane Street
New York
$212K -$414 -12 -0.2%
1
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SMID Hedge Fund Activity: Q1 2026 in Review

57 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q1 2026, worth a combined $99.4M — down 12% from $113M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SMID positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 21 trimmed.

The largest buyer was Thompson Davis & Co, adding an estimated $257K. The largest seller was Corient Private Wealth, cutting an estimated $1.2M.

  • 57 institutional investors held Smith-Midland (SMID) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $99.4M of Smith-Midland stock for Q1 2026, down 12% quarter-over-quarter.
  • 7 funds opened new Smith-Midland positions in Q1 2026 and 6 closed out, a net change of +1 holder.
  • The largest Smith-Midland buyer in Q1 2026 was Thompson Davis & Co, an estimated $257K added.
  • The largest Smith-Midland seller in Q1 2026 was Corient Private Wealth, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2026.