SmileDirectClub Ownership 2024 | Who Owns SmileDirectClub Now?
Institutional Ownership
0.01%
Insider Ownership
8.27%
Retail Ownership
91.73%
Institutional Holders
4.00
SmileDirectClub Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | - | - | - | -6,370 | -100.00% | - | Dec 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -150,615 | -100.00% | - | Dec 31, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -9,950 | -100.00% | - | Dec 31, 2023 |
| NORTHERN TRUST CORP | - | - | - | -207,702 | -100.00% | - | Dec 31, 2023 |
| STATE STREET CORP | - | - | - | -371,230 | -100.00% | - | Dec 31, 2023 |
| VANGUARD GROUP INC | - | - | - | -5,566,496 | -100.00% | - | Dec 31, 2023 |
| BARCLAYS PLC | - | - | - | -233,292 | -100.00% | - | Dec 31, 2023 |
| FMR LLC | - | - | - | -9,213 | -100.00% | - | Dec 31, 2023 |
| STEPHENS INC /AR/ | - | - | - | -401,172 | -100.00% | - | Dec 31, 2023 |
| CITIGROUP INC | - | - | - | -980,210 | -100.00% | - | Dec 31, 2023 |
| SALEM INVESTMENT COUNSELORS INC | - | - | - | -5 | -100.00% | - | Dec 31, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -95,034 | -100.00% | - | Dec 31, 2023 |
| GOLDMAN SACHS GROUP INC | - | - | - | -71,952 | -100.00% | - | Dec 31, 2023 |
| MORGAN STANLEY | - | - | - | -460,471 | -100.00% | - | Dec 31, 2023 |
| NATIONAL BANK OF CANADA /FI/ | - | - | - | -1,841 | -100.00% | - | Dec 31, 2023 |
| BANK OF MONTREAL /CAN/ | - | - | - | -145,128 | -100.00% | - | Dec 31, 2023 |
| GROUP ONE TRADING, L.P. | - | - | - | -68,747 | -100.00% | - | Dec 31, 2023 |
| DEUTSCHE BANK AG\ | - | - | - | -358,428 | -100.00% | - | Dec 31, 2023 |
| CANTOR FITZGERALD, L. P. | - | - | - | -201,200 | -100.00% | - | Dec 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -139,212 | -100.00% | - | Dec 31, 2023 |
SmileDirectClub's largest institutional shareholder is JPMORGAN CHASE & CO, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | - | - | - | -6,370 | -100.00% | - | Dec 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -150,615 | -100.00% | - | Dec 31, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -9,950 | -100.00% | - | Dec 31, 2023 |
| NORTHERN TRUST CORP | - | - | - | -207,702 | -100.00% | - | Dec 31, 2023 |
| STATE STREET CORP | - | - | - | -371,230 | -100.00% | - | Dec 31, 2023 |
| VANGUARD GROUP INC | - | - | - | -5,566,496 | -100.00% | - | Dec 31, 2023 |
| BARCLAYS PLC | - | - | - | -233,292 | -100.00% | - | Dec 31, 2023 |
| FMR LLC | - | - | - | -9,213 | -100.00% | - | Dec 31, 2023 |
| STEPHENS INC /AR/ | - | - | - | -401,172 | -100.00% | - | Dec 31, 2023 |
| CITIGROUP INC | - | - | - | -980,210 | -100.00% | - | Dec 31, 2023 |
| SALEM INVESTMENT COUNSELORS INC | - | - | - | -5 | -100.00% | - | Dec 31, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -95,034 | -100.00% | - | Dec 31, 2023 |
| GOLDMAN SACHS GROUP INC | - | - | - | -71,952 | -100.00% | - | Dec 31, 2023 |
| MORGAN STANLEY | - | - | - | -460,471 | -100.00% | - | Dec 31, 2023 |
| NATIONAL BANK OF CANADA /FI/ | - | - | - | -1,841 | -100.00% | - | Dec 31, 2023 |
| BANK OF MONTREAL /CAN/ | - | - | - | -145,128 | -100.00% | - | Dec 31, 2023 |
| GROUP ONE TRADING, L.P. | - | - | - | -68,747 | -100.00% | - | Dec 31, 2023 |
| DEUTSCHE BANK AG\ | - | - | - | -358,428 | -100.00% | - | Dec 31, 2023 |
| CANTOR FITZGERALD, L. P. | - | - | - | -201,200 | -100.00% | - | Dec 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -139,212 | -100.00% | - | Dec 31, 2023 |
The largest SmileDirectClub shareholder by % of total assets is JPMORGAN CHASE & CO. The company owns 0.00 shares of SmileDirectClub (SDC), representing 0.00% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | - | - | - | -4 | -100.00% | - | Dec 31, 2023 |
| SALEM INVESTMENT COUNSELORS INC | - | - | - | -5 | -100.00% | - | Dec 31, 2023 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -22 | -100.00% | - | Dec 31, 2023 |
| GLOBAL RETIREMENT PARTNERS, LLC | - | - | - | -43 | -100.00% | - | Dec 31, 2023 |
| BOGART WEALTH, LLC | - | - | - | -68 | -100.00% | - | Dec 31, 2023 |
| WALLEYE TRADING LLC | - | - | - | -200 | -100.00% | - | Dec 31, 2023 |
| - | - | - | -345 | -100.00% | - | Dec 31, 2023 | |
| PLANTE MORAN FINANCIAL ADVISORS, LLC | - | - | - | -530 | -100.00% | - | Dec 31, 2023 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -667 | -100.00% | - | Dec 31, 2023 |
| COLONIAL TRUST ADVISORS | - | - | - | -1,300 | -100.00% | - | Dec 31, 2023 |
| ELEQUIN SECURITIES, LLC | - | - | - | -1,630 | -100.00% | - | Dec 31, 2023 |
| NATIONAL BANK OF CANADA /FI/ | - | - | - | -1,841 | -100.00% | - | Dec 31, 2023 |
| CARMICHAEL HILL & ASSOCIATES, INC. | - | - | - | -2,026 | -100.00% | - | Dec 31, 2023 |
| JPMORGAN CHASE & CO | - | - | - | -6,370 | -100.00% | - | Dec 31, 2023 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -8,055 | -100.00% | - | Dec 31, 2023 |
| FMR LLC | - | - | - | -9,213 | -100.00% | - | Dec 31, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -9,950 | -100.00% | - | Dec 31, 2023 |
| MGO ONE SEVEN LLC | - | - | - | -10,348 | -100.00% | - | Dec 31, 2023 |
| CORNERSTONE WEALTH MANAGEMENT, LLC | - | - | - | -11,000 | -100.00% | - | Dec 31, 2023 |
| CI PRIVATE WEALTH, LLC | - | - | - | -11,575 | -100.00% | - | Dec 31, 2023 |
As of Dec 31 2023, SmileDirectClub's largest institutional buyer is COPPELL ADVISORY SOLUTIONS LLC. The company purchased -4.00 stocks of SDC, valued at -.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | - | - | - | -5,566,496 | -100.00% | - | Dec 31, 2023 |
| BLACKROCK INC. | - | - | - | -1,389,318 | -100.00% | - | Dec 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -1,307,778 | -100.00% | - | Dec 31, 2023 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -1,176,902 | -100.00% | - | Dec 31, 2023 |
| CITIGROUP INC | - | - | - | -980,210 | -100.00% | - | Dec 31, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | - | - | - | -805,500 | -100.00% | - | Dec 31, 2023 |
| MORGAN STANLEY | - | - | - | -460,471 | -100.00% | - | Dec 31, 2023 |
| UBS GROUP AG | - | - | - | -426,448 | -100.00% | - | Dec 31, 2023 |
| STEPHENS INC /AR/ | - | - | - | -401,172 | -100.00% | - | Dec 31, 2023 |
| STATE STREET CORP | - | - | - | -371,230 | -100.00% | - | Dec 31, 2023 |
| DEUTSCHE BANK AG\ | - | - | - | -358,428 | -100.00% | - | Dec 31, 2023 |
| CLARKSTON CAPITAL PARTNERS, LLC | - | - | - | -267,116 | -100.00% | - | Dec 31, 2023 |
| - | - | - | -242,900 | -100.00% | - | Dec 31, 2023 | |
| PRENTICE CAPITAL MANAGEMENT, LP | - | - | - | -233,716 | -100.00% | - | Dec 31, 2023 |
| BARCLAYS PLC | - | - | - | -233,292 | -100.00% | - | Dec 31, 2023 |
| NORTHERN TRUST CORP | - | - | - | -207,702 | -100.00% | - | Dec 31, 2023 |
| CITADEL ADVISORS LLC | - | - | - | -205,041 | -100.00% | - | Dec 31, 2023 |
| CANTOR FITZGERALD, L. P. | - | - | - | -201,200 | -100.00% | - | Dec 31, 2023 |
| FUND 1 INVESTMENTS, LLC | - | - | - | -200,000 | -100.00% | - | Dec 31, 2023 |
| INTEGRATED INVESTMENT CONSULTANTS, LLC | - | - | - | -167,803 | -100.00% | - | Dec 31, 2023 |
As of Dec 31 2023, SmileDirectClub's biggest institutional seller is VANGUARD GROUP INC. The company sold -5.57M shares of SDC, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | - | - | - | -5,566,496 | -100.00% | - | Dec 31, 2023 |
| BLACKROCK INC. | - | - | - | -1,389,318 | -100.00% | - | Dec 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -1,307,778 | -100.00% | - | Dec 31, 2023 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -1,176,902 | -100.00% | - | Dec 31, 2023 |
| CITIGROUP INC | - | - | - | -980,210 | -100.00% | - | Dec 31, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | - | - | - | -805,500 | -100.00% | - | Dec 31, 2023 |
| MORGAN STANLEY | - | - | - | -460,471 | -100.00% | - | Dec 31, 2023 |
| UBS GROUP AG | - | - | - | -426,448 | -100.00% | - | Dec 31, 2023 |
| STEPHENS INC /AR/ | - | - | - | -401,172 | -100.00% | - | Dec 31, 2023 |
| STATE STREET CORP | - | - | - | -371,230 | -100.00% | - | Dec 31, 2023 |
| DEUTSCHE BANK AG\ | - | - | - | -358,428 | -100.00% | - | Dec 31, 2023 |
| CLARKSTON CAPITAL PARTNERS, LLC | - | - | - | -267,116 | -100.00% | - | Dec 31, 2023 |
| - | - | - | -242,900 | -100.00% | - | Dec 31, 2023 | |
| PRENTICE CAPITAL MANAGEMENT, LP | - | - | - | -233,716 | -100.00% | - | Dec 31, 2023 |
| BARCLAYS PLC | - | - | - | -233,292 | -100.00% | - | Dec 31, 2023 |
| NORTHERN TRUST CORP | - | - | - | -207,702 | -100.00% | - | Dec 31, 2023 |
| CITADEL ADVISORS LLC | - | - | - | -205,041 | -100.00% | - | Dec 31, 2023 |
| CANTOR FITZGERALD, L. P. | - | - | - | -201,200 | -100.00% | - | Dec 31, 2023 |
| FUND 1 INVESTMENTS, LLC | - | - | - | -200,000 | -100.00% | - | Dec 31, 2023 |
| INTEGRATED INVESTMENT CONSULTANTS, LLC | - | - | - | -167,803 | -100.00% | - | Dec 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -150,615 | -100.00% | - | Dec 31, 2023 |
| BANK OF MONTREAL /CAN/ | - | - | - | -145,128 | -100.00% | - | Dec 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -139,212 | -100.00% | - | Dec 31, 2023 |
| U.S. CAPITAL WEALTH ADVISORS, LLC | - | - | - | -114,055 | -100.00% | - | Dec 31, 2023 |
| SCHECHTER INVESTMENT ADVISORS, LLC | - | - | - | -105,994 | -100.00% | - | Dec 31, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -95,034 | -100.00% | - | Dec 31, 2023 |
| LAZARD ASSET MANAGEMENT LLC | - | - | - | -86,146 | -100.00% | - | Dec 31, 2023 |
| PRUDENTIAL FINANCIAL INC | - | - | - | -81,650 | -100.00% | - | Dec 31, 2023 |
| III CAPITAL MANAGEMENT | - | - | - | -79,500 | -100.00% | - | Dec 31, 2023 |
| GOLDMAN SACHS GROUP INC | - | - | - | -71,952 | -100.00% | - | Dec 31, 2023 |
| GROUP ONE TRADING, L.P. | - | - | - | -68,747 | -100.00% | - | Dec 31, 2023 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -68,125 | -100.00% | - | Dec 31, 2023 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | - | - | - | -58,625 | -100.00% | - | Dec 31, 2023 |
| NEWEDGE ADVISORS, LLC | - | - | - | -57,750 | -100.00% | - | Dec 31, 2023 |
| TWINBEECH CAPITAL LP | - | - | - | -55,581 | -100.00% | - | Dec 31, 2023 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -41,678 | -100.00% | - | Dec 31, 2023 |
| LPL FINANCIAL LLC | - | - | - | -37,727 | -100.00% | - | Dec 31, 2023 |
| TELEMUS CAPITAL, LLC | - | - | - | -33,514 | -100.00% | - | Dec 31, 2023 |
| AVANTAX ADVISORY SERVICES, INC. | - | - | - | -29,800 | -100.00% | - | Dec 31, 2023 |
| HAP TRADING, LLC | - | - | - | -27,400 | -100.00% | - | Dec 31, 2023 |
| GABELLI FUNDS LLC | - | - | - | -26,200 | -100.00% | - | Dec 31, 2023 |
| ARKADIOS WEALTH ADVISORS | - | - | - | -26,000 | -100.00% | - | Dec 31, 2023 |
| SEQUOIA FINANCIAL ADVISORS, LLC | - | - | - | -25,000 | -100.00% | - | Dec 31, 2023 |
| JANE STREET GROUP, LLC | - | - | - | -21,219 | -100.00% | - | Dec 31, 2023 |
| TRAYNOR CAPITAL MANAGEMENT, INC. | - | - | - | -21,026 | -100.00% | - | Dec 31, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -19,202 | -100.00% | - | Dec 31, 2023 |
| CREATIVE PLANNING | - | - | - | -18,045 | -100.00% | - | Dec 31, 2023 |
| CETERA ADVISOR NETWORKS LLC | - | - | - | -16,711 | -100.00% | - | Dec 31, 2023 |
| STRATOS WEALTH PARTNERS, LTD. | - | - | - | -15,660 | -100.00% | - | Dec 31, 2023 |
| VALEO FINANCIAL ADVISORS, LLC | - | - | - | -14,508 | -100.00% | - | Dec 31, 2023 |
| CERITY PARTNERS LLC | - | - | - | -13,850 | -100.00% | - | Dec 31, 2023 |
| VICTORY CAPITAL MANAGEMENT INC | - | - | - | -13,693 | -100.00% | - | Dec 31, 2023 |
| ENGINEERS GATE MANAGER LP | - | - | - | -13,544 | -100.00% | - | Dec 31, 2023 |
| BERNARDO WEALTH PLANNING LLC | - | - | - | -12,500 | -100.00% | - | Dec 31, 2023 |
| CASTLE WEALTH MANAGEMENT LLC | - | - | - | -12,000 | -100.00% | - | Dec 31, 2023 |
| CI PRIVATE WEALTH, LLC | - | - | - | -11,575 | -100.00% | - | Dec 31, 2023 |
| CORNERSTONE WEALTH MANAGEMENT, LLC | - | - | - | -11,000 | -100.00% | - | Dec 31, 2023 |
| MGO ONE SEVEN LLC | - | - | - | -10,348 | -100.00% | - | Dec 31, 2023 |
| WELLS FARGO & COMPANY/MN | - | - | - | -9,950 | -100.00% | - | Dec 31, 2023 |
| FMR LLC | - | - | - | -9,213 | -100.00% | - | Dec 31, 2023 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -8,055 | -100.00% | - | Dec 31, 2023 |
| JPMORGAN CHASE & CO | - | - | - | -6,370 | -100.00% | - | Dec 31, 2023 |
| CARMICHAEL HILL & ASSOCIATES, INC. | - | - | - | -2,026 | -100.00% | - | Dec 31, 2023 |
| NATIONAL BANK OF CANADA /FI/ | - | - | - | -1,841 | -100.00% | - | Dec 31, 2023 |
| ELEQUIN SECURITIES, LLC | - | - | - | -1,630 | -100.00% | - | Dec 31, 2023 |
| COLONIAL TRUST ADVISORS | - | - | - | -1,300 | -100.00% | - | Dec 31, 2023 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -667 | -100.00% | - | Dec 31, 2023 |
| PLANTE MORAN FINANCIAL ADVISORS, LLC | - | - | - | -530 | -100.00% | - | Dec 31, 2023 |
| - | - | - | -345 | -100.00% | - | Dec 31, 2023 | |
| WALLEYE TRADING LLC | - | - | - | -200 | -100.00% | - | Dec 31, 2023 |
| BOGART WEALTH, LLC | - | - | - | -68 | -100.00% | - | Dec 31, 2023 |
| GLOBAL RETIREMENT PARTNERS, LLC | - | - | - | -43 | -100.00% | - | Dec 31, 2023 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -22 | -100.00% | - | Dec 31, 2023 |
| SALEM INVESTMENT COUNSELORS INC | - | - | - | -5 | -100.00% | - | Dec 31, 2023 |
| COPPELL ADVISORY SOLUTIONS LLC | - | - | - | -4 | -100.00% | - | Dec 31, 2023 |
SmileDirectClub's largest sold out institutional shareholder by shares sold is VANGUARD GROUP INC, sold -5.57M shares, valued at -, as of undefined.
SmileDirectClub Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Clough Global Equity Fund | 2.56% | 158,400 | - | - | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 1.88% | 1,524,378 | - | - | Mar 31, 2024 |
| SPARROW FUNDS | 1.71% | 6,080 | - | - | Feb 29, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 1.60% | 574,822 | - | - | Mar 31, 2024 |
| Clough Global Opportunities Fund | 0.80% | 317,100 | - | - | Jan 31, 2024 |
| Clough Funds Trust | 0.67% | 27,600 | - | - | Jan 31, 2023 |
| Humankind Benefit Corp | 0.51% | 11,265 | - | - | Dec 31, 2023 |
| BlackRock Health Sciences Trust II | 0.49% | 1,307,619 | - | - | Mar 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.34% | 2,917,598 | - | - | Jan 31, 2024 |
| M FUND INC | 0.32% | 146,746 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.30% | 2,000,000 | - | - | Mar 31, 2024 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 0.28% | 225,000 | - | - | Dec 29, 2023 |
| ALGER INSTITUTIONAL FUNDS | 0.26% | 66,519 | - | - | Jan 31, 2024 |
| ALGER PORTFOLIOS | 0.26% | 95,557 | - | - | Dec 31, 2023 |
| MERIDIAN FUND INC | 0.25% | 590,855 | - | - | Mar 28, 2024 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 0.24% | 340,000 | - | - | Dec 29, 2023 |
| BANCROFT FUND LTD | 0.23% | 315,000 | - | - | Dec 29, 2023 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.22% | 115,130 | - | - | Mar 31, 2024 |
| REYNOLDS FUNDS INC | 0.22% | 2,500 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.19% | 1,287,900 | - | - | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.18% | 120,000 | - | - | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.17% | 90,900 | - | - | Mar 31, 2024 |
| Trust for Advised Portfolios | 0.17% | 3,500,000 | - | - | Dec 31, 2023 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.14% | 619,629 | - | - | Mar 28, 2024 |
| ALGER FUNDS | 0.13% | 129,054 | - | - | Jan 31, 2024 |
| VICTORY PORTFOLIOS | 0.10% | 3,240,000 | - | - | Mar 31, 2024 |
| RIVERPARK FUNDS TRUST | 0.09% | 723,350 | - | - | Dec 31, 2023 |
| MASTER ADVANTAGE SMID CAP LLC | 0.09% | 10,647 | - | - | Dec 31, 2020 |
| Gabelli Healthcare & WellnessRx Trust | 0.08% | 10,000 | - | - | Dec 29, 2023 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.08% | 4,000,000 | - | - | Mar 28, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.06% | 498,488 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.06% | 143,059 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.06% | 700,199 | - | - | Jan 31, 2024 |
| Trust for Advised Portfolios | 0.05% | 1,100,000 | - | - | Dec 31, 2023 |
| LKCM Funds | 0.05% | 206,020 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.05% | 300,000 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.04% | 6,793 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.04% | 127,671 | - | - | Jan 31, 2024 |
| Tributary Funds, Inc. | 0.04% | 181,300 | - | - | Dec 31, 2023 |
| GABELLI EQUITY TRUST INC | 0.02% | 26,200 | - | - | Dec 29, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.02% | 199,972 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.02% | 3,685,109 | - | - | Feb 29, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.02% | 17,679 | - | - | Mar 31, 2022 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 74,587 | - | - | Jan 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.02% | 1,739,540 | - | - | Jan 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.02% | 184,000 | - | - | Feb 29, 2024 |
| IndexIQ ETF Trust | 0.02% | 40,961 | - | - | Jan 31, 2024 |
| MARSICO INVESTMENT FUND | 0.02% | 20,000 | - | - | Mar 31, 2024 |
| ETF Managers Trust | 0.02% | 116,526 | - | - | Dec 31, 2023 |
| UBS INVESTMENT TRUST | 0.01% | 14,968 | - | - | Feb 29, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.01% | 459,706 | - | - | Jan 31, 2024 |
| FEDERATED HERMES INSURANCE SERIES | 0.01% | 60,000 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 5,354,911 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 1,053,528 | - | - | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 32,630 | - | - | Feb 29, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.01% | 437,290 | - | - | Mar 28, 2024 |
| Global X Funds | 0.01% | 345,598 | - | - | Jan 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.01% | 559,510 | - | - | Feb 29, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.01% | 305,343 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 1,207,276 | - | - | Feb 29, 2024 |
| HARBOR FUNDS | 0.00% | 111,177 | - | - | Jan 31, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.00% | 205,026 | - | - | Feb 29, 2024 |
| MFS VARIABLE INSURANCE TRUST | 0.00% | 121,123 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.00% | 9,484 | - | - | Mar 31, 2024 |
| BlackRock ETF Trust | 0.00% | 2,918 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 15,461 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 50,309 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 81,621 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 95,034 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.00% | 46,873 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.00% | 30,597 | - | - | Jan 31, 2024 |
| Federated Hermes Equity Funds | 0.00% | 40,000 | - | - | Jan 31, 2024 |
| UBS FUNDS | 0.00% | 9,871 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 343,547 | - | - | Feb 29, 2024 |
| AMG Funds I | 0.00% | 2,790 | - | - | Jan 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 33,098 | - | - | Mar 31, 2024 |
| BAILLIE GIFFORD FUNDS | 0.00% | 14,000 | - | - | Mar 28, 2024 |
| Series Portfolios Trust | 0.00% | 7,545 | - | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 13,918 | - | - | Mar 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 22,871 | - | - | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 486,219 | - | - | Feb 29, 2024 |
| HC CAPITAL TRUST | 0.00% | 25,067 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 2,970 | - | - | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 15,500 | - | - | Feb 29, 2024 |
| VALIC Co I | 0.00% | 171,450 | - | - | Feb 29, 2024 |
| Dunham Funds | 0.00% | 33,577 | - | - | Jan 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 37,036 | - | - | Jan 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 138,581 | - | - | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.00% | 657 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 457,333 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 4,919 | - | - | Mar 31, 2024 |
| AMG FUNDS | 0.00% | 9,400 | - | - | Mar 28, 2024 |
| JPMorgan Trust I | 0.00% | 329,702 | - | - | Jan 31, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 275,000 | - | - | Mar 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 736,130 | - | - | Mar 28, 2024 |
| JPMORGAN TRUST II | 0.00% | 230,150 | - | - | Feb 29, 2024 |
| Franklin Alternative Strategies Funds | 0.00% | 113,000 | - | - | Feb 29, 2024 |
| BlackRock Series Fund, Inc. | 0.00% | 20,074 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 20,605 | - | - | Mar 28, 2024 |
| Direxion Shares ETF Trust | 0.00% | 21,701 | - | - | Jan 31, 2024 |
SmileDirectClub's largest mutual fund holder by % of total assets is "Clough Global Equity Fund", owning 158.40K shares, compromising 2.56% of its total assets.
SmileDirectClub Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 4 | -55.56% |
| 31 Dec, 23 | 9 | -89.89% |
| 30 Sep, 23 | 89 | -10.10% |
| 30 Jun, 23 | 99 | -10.81% |
| 31 Mar, 23 | 111 | -2.63% |
| 31 Dec, 22 | 114 | 3.64% |
| 30 Sep, 22 | 110 | -17.91% |
| 30 Jun, 22 | 134 | -17.79% |
| 31 Mar, 22 | 163 | -2.98% |
| 31 Dec, 21 | 168 | -6.15% |
| 30 Sep, 21 | 179 | 3.47% |
| 30 Jun, 21 | 173 | -7.49% |
| 31 Mar, 21 | 187 | -8.33% |
| 31 Dec, 20 | 204 | 15.25% |
| 30 Sep, 20 | 177 | 9.94% |
| 30 Jun, 20 | 161 | 2.55% |
| 31 Mar, 20 | 157 | 1.95% |
| 31 Dec, 19 | 154 | 22.22% |
| 30 Sep, 19 | 126 | 12500.00% |
| 30 Jun, 19 | 1 | - |
| 31 Mar, 19 | 1 | - |
As of 31 Mar 24, 4 institutions are holding SmileDirectClub's shares, representing a decrease of -55.56% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 26,450 | -89.99% |
| 31 Dec, 23 | 264,229 | -98.35% |
| 30 Sep, 23 | 16,048,046 | -7.75% |
| 30 Jun, 23 | 17,397,095 | -11.97% |
| 31 Mar, 23 | 19,762,066 | -9.69% |
| 31 Dec, 22 | 21,882,007 | -18.72% |
| 30 Sep, 22 | 26,921,733 | -22.14% |
| 30 Jun, 22 | 34,575,065 | -14.79% |
| 31 Mar, 22 | 40,578,586 | 3.46% |
| 31 Dec, 21 | 39,221,910 | -32.57% |
| 30 Sep, 21 | 58,166,398 | -26.10% |
| 30 Jun, 21 | 78,707,125 | -6.75% |
| 31 Mar, 21 | 84,405,182 | 13.25% |
| 31 Dec, 20 | 74,529,347 | 2.09% |
| 30 Sep, 20 | 73,002,284 | 7.61% |
| 30 Jun, 20 | 67,838,912 | -5.30% |
| 31 Mar, 20 | 71,633,978 | -16.23% |
| 31 Dec, 19 | 85,511,688 | -2.11% |
| 30 Sep, 19 | 87,350,548 | 12380.34% |
| 30 Jun, 19 | 699,905 | - |
| 31 Mar, 19 | 699,905 | - |
SmileDirectClub (SDC) has 26.45K shares outstanding as of 31 Mar 24, down -89.99% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 0.01% | 147.64% |
| 31 Dec, 23 | 0.07% | 0.40% |
| 30 Sep, 23 | 4.12% | 20.66% |
| 30 Jun, 23 | 4.46% | 18.16% |
| 31 Mar, 23 | 4.96% | 15.90% |
| 31 Dec, 22 | 5.58% | 11.72% |
| 30 Sep, 22 | 6.90% | 8.77% |
| 30 Jun, 22 | 8.87% | 8.17% |
| 31 Mar, 22 | 10.42% | 10.19% |
| 31 Dec, 21 | 10.11% | 4.50% |
| 30 Sep, 21 | 15.00% | 3.59% |
| 30 Jun, 21 | 20.43% | 4.26% |
| 31 Mar, 21 | 21.91% | 5.85% |
| 31 Dec, 20 | 19.35% | 5.39% |
| 30 Sep, 20 | 18.95% | 6.01% |
| 30 Jun, 20 | 17.76% | 5.05% |
| 31 Mar, 20 | 18.76% | 3.74% |
| 31 Dec, 19 | 22.39% | 4.28% |
| 30 Sep, 19 | 22.87% | 69140.24% |
| 30 Jun, 19 | 0.18% | 549.75% |
| 31 Mar, 19 | 0.18% | - |
As of 31 Mar 24, SmileDirectClub is held by 0.01% institutional shareholders, representing a 147.64% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 1 | -50.00% |
| 31 Dec, 23 | 2 | -92.86% |
| 30 Sep, 23 | 28 | 47.37% |
| 30 Jun, 23 | 19 | -42.42% |
| 31 Mar, 23 | 33 | -31.25% |
| 31 Dec, 22 | 48 | 26.32% |
| 30 Sep, 22 | 38 | -2.56% |
| 30 Jun, 22 | 39 | -40.00% |
| 31 Mar, 22 | 65 | -20.73% |
| 31 Dec, 21 | 82 | -6.82% |
| 30 Sep, 21 | 88 | 1.15% |
| 30 Jun, 21 | 87 | -13.00% |
| 31 Mar, 21 | 100 | -13.79% |
| 31 Dec, 20 | 116 | 30.34% |
| 30 Sep, 20 | 89 | -1.11% |
| 30 Jun, 20 | 90 | -2.17% |
| 31 Mar, 20 | 92 | -8.91% |
| 31 Dec, 19 | 101 | -10.62% |
| 30 Sep, 19 | 113 | - |
| 30 Jun, 19 | - | -100.00% |
| 31 Mar, 19 | 1 | - |
1 institutional shareholders have increased their position in SDC stock as of 31 Mar 24 compared to 2 in the previous quarter (a -50.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | - | - |
| 31 Dec, 23 | - | -100.00% |
| 30 Sep, 23 | 23 | -28.13% |
| 30 Jun, 23 | 32 | 6.67% |
| 31 Mar, 23 | 30 | -21.05% |
| 31 Dec, 22 | 38 | 15.15% |
| 30 Sep, 22 | 33 | -28.26% |
| 30 Jun, 22 | 46 | 2.22% |
| 31 Mar, 22 | 45 | -4.26% |
| 31 Dec, 21 | 47 | 11.90% |
| 30 Sep, 21 | 42 | 16.67% |
| 30 Jun, 21 | 36 | -7.69% |
| 31 Mar, 21 | 39 | -7.14% |
| 31 Dec, 20 | 42 | 7.69% |
| 30 Sep, 20 | 39 | 18.18% |
| 30 Jun, 20 | 33 | 3.13% |
| 31 Mar, 20 | 32 | 23.08% |
| 31 Dec, 19 | 26 | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
- institutional shareholders have reduced their position in SDC stock as of 31 Mar 24 compared to - in the previous quarter (a 0.00% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 4 | -55.56% | 26,450 | -89.99% | 0.01% | 147.64% | 1 | -50.00% | - | - |
| 31 Dec, 23 | 9 | -89.89% | 264,229 | -98.35% | 0.07% | 0.40% | 2 | -92.86% | - | -100.00% |
| 30 Sep, 23 | 89 | -10.10% | 16,048,046 | -7.75% | 4.12% | 20.66% | 28 | 47.37% | 23 | -28.13% |
| 30 Jun, 23 | 99 | -10.81% | 17,397,095 | -11.97% | 4.46% | 18.16% | 19 | -42.42% | 32 | 6.67% |
| 31 Mar, 23 | 111 | -2.63% | 19,762,066 | -9.69% | 4.96% | 15.90% | 33 | -31.25% | 30 | -21.05% |
| 31 Dec, 22 | 114 | 3.64% | 21,882,007 | -18.72% | 5.58% | 11.72% | 48 | 26.32% | 38 | 15.15% |
| 30 Sep, 22 | 110 | -17.91% | 26,921,733 | -22.14% | 6.90% | 8.77% | 38 | -2.56% | 33 | -28.26% |
| 30 Jun, 22 | 134 | -17.79% | 34,575,065 | -14.79% | 8.87% | 8.17% | 39 | -40.00% | 46 | 2.22% |
| 31 Mar, 22 | 163 | -2.98% | 40,578,586 | 3.46% | 10.42% | 10.19% | 65 | -20.73% | 45 | -4.26% |
| 31 Dec, 21 | 168 | -6.15% | 39,221,910 | -32.57% | 10.11% | 4.50% | 82 | -6.82% | 47 | 11.90% |
| 30 Sep, 21 | 179 | 3.47% | 58,166,398 | -26.10% | 15.00% | 3.59% | 88 | 1.15% | 42 | 16.67% |
| 30 Jun, 21 | 173 | -7.49% | 78,707,125 | -6.75% | 20.43% | 4.26% | 87 | -13.00% | 36 | -7.69% |
| 31 Mar, 21 | 187 | -8.33% | 84,405,182 | 13.25% | 21.91% | 5.85% | 100 | -13.79% | 39 | -7.14% |
| 31 Dec, 20 | 204 | 15.25% | 74,529,347 | 2.09% | 19.35% | 5.39% | 116 | 30.34% | 42 | 7.69% |
| 30 Sep, 20 | 177 | 9.94% | 73,002,284 | 7.61% | 18.95% | 6.01% | 89 | -1.11% | 39 | 18.18% |
| 30 Jun, 20 | 161 | 2.55% | 67,838,912 | -5.30% | 17.76% | 5.05% | 90 | -2.17% | 33 | 3.13% |
| 31 Mar, 20 | 157 | 1.95% | 71,633,978 | -16.23% | 18.76% | 3.74% | 92 | -8.91% | 32 | 23.08% |
| 31 Dec, 19 | 154 | 22.22% | 85,511,688 | -2.11% | 22.39% | 4.28% | 101 | -10.62% | 26 | - |
| 30 Sep, 19 | 126 | 12500.00% | 87,350,548 | 12380.34% | 22.87% | 69140.24% | 113 | - | - | - |
| 30 Jun, 19 | 1 | - | 699,905 | - | 0.18% | 549.75% | - | -100.00% | - | - |
| 31 Mar, 19 | 1 | - | 699,905 | - | 0.18% | - | 1 | - | - | - |
SmileDirectClub Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of SmileDirectClub's stock was made by WALLMAN RICHARD F on Jun 23 2023, selling 135,135 shares at $0.44 per share (valued at $58.88K). The last insider buy of SDC was made by DIMITRIEF ALEXANDER on Nov 17 2022, buying 10,000 shares at $0.78 per share (worth $7.80K).
SmileDirectClub Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2023 | 4 | 1 | 400.00% |
| Q1 2023 | 4 | 4 | 100.00% |
| Q4 2022 | 1 | - | - |
| Q3 2022 | 1 | - | - |
| Q2 2022 | 5 | - | - |
| Q1 2022 | 6 | 1 | 600.00% |
| Q3 2021 | 3 | 1 | 300.00% |
| Q2 2021 | 3 | 5 | 60.00% |
| Q1 2021 | 12 | 9 | 133.33% |
| Q4 2020 | 1 | 3 | 33.33% |
| Q3 2020 | 6 | 3 | 200.00% |
| Q2 2020 | 7 | 2 | 350.00% |
| Q1 2020 | 1 | - | - |
| Q4 2019 | 1 | - | - |
| Q3 2019 | 38 | 14 | 271.43% |
4 total buy trades, and 1 total sell trades (buy/sell ratio of 4.00%) were made by SmileDirectClub's insiders, as of Q2 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | 1 | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | 1 | - |
| Q3 2021 | 1 | 1 | 100.00% |
| Q2 2021 | 1 | - | - |
| Q1 2021 | - | 3 | - |
| Q4 2020 | - | 2 | - |
| Q3 2020 | 6 | - | - |
| Q2 2020 | - | 1 | - |
| Q1 2020 | 1 | - | - |
| Q4 2019 | 1 | - | - |
| Q3 2019 | 3 | 1 | 300.00% |
As of Q2 2023, Insider owners conducted 0 open market buy trades and 1 open market sell trades of SmileDirectClub's stocks.
SmileDirectClub Peer Ownership
| Ticker | Company |
|---|---|
| MMSI | Merit Medical Systems, Inc. |
| XRAY | DENTSPLY SIRONA Inc. |
| COO | The Cooper Companies, Inc. |
| AVGR | Avinger, Inc. |
| RGEN | Repligen Corporation |
| GCTK | GlucoTrack, Inc. |
| RMD | ResMed Inc. |
| MBOT | Microbot Medical Inc. |
| ANGO | AngioDynamics, Inc. |
| BNGO | Bionano Genomics, Inc. |
| POAI | Predictive Oncology Inc. |
| ISRG | Intuitive Surgical, Inc. |
| ICUI | ICU Medical, Inc. |
| LUCY | Innovative Eyewear, Inc. |
| NXGL | NEXGEL, Inc. |
| STSS | Sharps Technology, Inc. |
SDC Ownership FAQ
Who Owns SmileDirectClub?
SmileDirectClub is owned by institutional shareholders (0.01%), insiders (8.27%), and public (91.73%). The largest institutional shareholder of SmileDirectClub is JPMORGAN CHASE & CO (0% of total shares) and the top mutual fund owner is Clough Global Equity Fund (2.56% of total shares).
Who are the major institutional shareholders of SmileDirectClub?
SmileDirectClub's major institutional shareholders are JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, NORTHERN TRUST CORP, and STATE STREET CORP. The top five shareholders own together 0% of the company's share outstanding.
How many SmileDirectClub shareholders are there?
As of Mar 2024, there are 4 institutional shareholders of SmileDirectClub.
What percentage of SmileDirectClub is owned by JPMORGAN CHASE & CO?
JPMORGAN CHASE & CO owns 0 shares of SmileDirectClub, representing 0% of the company's total shares outstanding, valued at $0 (as of Dec 2023).
What percentage of SmileDirectClub is owned by BANK OF AMERICA CORP /DE/?
As of Dec 2023, BANK OF AMERICA CORP /DE/ holds 0 shares of SmileDirectClub (SDC), compromising 0% of the company, valued at $0.
What percentage of SmileDirectClub is owned by WELLS FARGO & COMPANY/MN?
WELLS FARGO & COMPANY/MN is the third largest holder of SmileDirectClub. The company owns 0 of the company's shares outstanding (worth $0).