# Bridge Builder Tax Managed Small/Mid Cap Fund

Bridge Builder Tax Managed Small/Mid Cap Fund is a registered fund series of Bridge Builder Trust (series S000076295). Net assets $3.0B as of 2026-03-31.

## Profile

- Series ID: S000076295
- Registrant: Bridge Builder Trust
- LEI: 5493001YUVQBRKVIWP21
- Net assets: $3.0B
- Total assets: $3.0B
- As of: 2026-03-31

## Advisers

- [ALLSPRING GLOBAL INVESTMENTS, LLC (Subadvisor)](https://search.stillhousedata.com/firm/104973)
- [J.P. MORGAN INVESTMENT MANAGEMENT INC. (Subadvisor)](https://search.stillhousedata.com/firm/107038)
- [GOLDMAN SACHS ASSET MANAGEMENT, L.P. (Subadvisor)](https://search.stillhousedata.com/firm/107738)
- [AllianceBernstein L.P. (Subadvisor)](https://search.stillhousedata.com/firm/108477)
- [PARAMETRIC PORTFOLIO ASSOCIATES LLC (Subadvisor)](https://search.stillhousedata.com/firm/114310)
- [NEUBERGER BERMAN INVESTMENT ADVISERS LLC (Subadvisor)](https://search.stillhousedata.com/firm/124687)
- [OLIVE STREET INVESTMENT ADVISERS LLC (Advisor)](https://search.stillhousedata.com/firm/166710)

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [JPMORGAN US GOVT MMKT-IM](https://search.stillhousedata.com/security/4812C2270) | — | $64.8M | 213.86% |
| [COMFORT SYSTEMS USA INC](https://search.stillhousedata.com/security/199908104) | — | $55.0M | 181.35% |
| [FTAI AVIATION LTD](https://search.stillhousedata.com/security/G3730V105) | — | $30.7M | 101.44% |
| [ASCENDIS PHARMA A/S - ADR](https://search.stillhousedata.com/security/04351P101) | — | $29.0M | 95.77% |
| [TECHNIPFMC PLC](https://search.stillhousedata.com/security/G87110105) | — | $27.3M | 90.22% |
| [ON SEMICONDUCTOR](https://search.stillhousedata.com/security/682189105) | — | $25.0M | 82.51% |
| [INSMED INC](https://search.stillhousedata.com/security/457669307) | — | $23.0M | 75.71% |
| [RPM INTERNATIONAL INC](https://search.stillhousedata.com/security/749685103) | — | $22.7M | 74.83% |
| [KEYSIGHT TECHNOLOGIES IN](https://search.stillhousedata.com/security/49338L103) | — | $21.9M | 72.34% |
| [JONES LANG LASALLE INC](https://search.stillhousedata.com/security/48020Q107) | — | $21.3M | 70.34% |
| [KNIGHT-SWIFT TRANSPORTATION](https://search.stillhousedata.com/security/499049104) | — | $21.3M | 70.27% |
| [AMERICAN ELECTRIC POWER](https://search.stillhousedata.com/security/025537101) | — | $19.9M | 65.63% |
| [C.H. ROBINSON WORLDWIDE INC](https://search.stillhousedata.com/security/12541W209) | — | $19.8M | 65.47% |
| [REGAL REXNORD CORP](https://search.stillhousedata.com/security/758750103) | — | $19.8M | 65.27% |
| [KIRBY CORP](https://search.stillhousedata.com/security/497266106) | — | $19.8M | 65.27% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $3.0B |
| 2025-12-31 | $2.9B |
| 2025-09-30 | $2.5B |
| 2025-06-30 | $2.3B |
| 2025-03-31 | $2.1B |
| 2024-12-31 | $2.1B |
| 2024-09-30 | $1.8B |
| 2024-06-30 | $1.6B |

## More

- [Registrant: Bridge Builder Trust](https://search.stillhousedata.com/registrant/1567101)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000076295.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.