Smartfinancial Inc.
SMBK- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0001038773
In the last 90 days, Smartfinancial Inc. insiders filed 0 open-market purchases and 2 sales; 184 institutions reported holding it in 13F filings for Q2 2026, worth $520.8M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Smartfinancial Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 139
- +12 vs. Q4 2024
- Shares held
- 9.73M
- +149.9K (+1.6%) vs. Q4 2024
- Total value
- $302.5M
- +$5.54M (+1.9%) vs. Q4 2024
- New holders
- 20
- 41 more added
- Sold out
- 8
- 50 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SMBK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 184 | $520.8M |
| Q1 2026 | 175 | $423.7M |
| Q4 2025 | 166 | $393.3M |
| Q3 2025 | 160 | $351.1M |
| Q2 2025 | 151 | $333.0M |
| Q1 2025 | 139 | $302.5M |
| Q4 2024 | 128 | $298.3M |
| Q3 2024 | 116 | $274.0M |
| Q2 2024 | 103 | $214.9M |
| Q1 2024 | 102 | $187.3M |
| Q4 2023 | 104 | $214.0M |
| Q3 2023 | 94 | $180.3M |
| Q2 2023 | 95 | $180.4M |
| Q1 2023 | 97 | $195.5M |
| Q4 2022 | 96 | $232.1M |
| Q3 2022 | 93 | $185.3M |
| Q2 2022 | 97 | $179.6M |
| Q1 2022 | 98 | $188.1M |
| Q4 2021 | 97 | $199.8M |
| Q3 2021 | 92 | $179.4M |
| Q2 2021 | 89 | $160.3M |
| Q1 2021 | 85 | $144.9M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $311 | 0.00% | +5+100.0% | Added |
| Stephens Consulting, LLC | 10 | $311 | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 15 | $467 | 0.00% | +15 | New |
| Allworth Financial LP | 16 | $484 | 0.00% | −113−87.6% | Reduced |
| Huntington National Bank | 26 | $808 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 62 | $1.93K | 0.00% | +62 | New |
| GAMMA Investing LLC | 69 | $2.15K | 0.00% | +58+527.3% | Added |
| Massmutual Trust Co FSB | 95 | $2.95K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 141 | $4.38K | 0.00% | −6−4.1% | Reduced |
| Smartleaf Asset Management LLC | 182 | $5.68K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 186 | $5.78K | 0.00% | +1+0.5% | Added |
| Sterling Capital Management LLC | 274 | $8.52K | 0.00% | −236−46.3% | Reduced |
| GWM Advisors LLC | 362 | $11.3K | 0.00% | +362 | New |
| Quadrant Capital Group LLC | 369 | $11.5K | 0.00% | +60+19.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 406 | $12.6K | 0.00% | −75−15.6% | Reduced |
| Amalgamated Bank | 544 | $17.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 674 | $20.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 693 | $21.5K | 0.00% | −845−54.9% | Reduced |
| Public Employees Retirement System of Ohio | 995 | $30.9K | 0.00% | −150−13.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,027 | $31.9K | 0.00% | +23+2.3% | Added |
| FMR LLC | 1,144 | $35.6K | 0.00% | +38+3.4% | Added |
| California State Teachers Retirement System | 1,152 | $35.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $37.3K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $44.4K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,477 | $45.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,564 | $48.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,805 | $56.1K | 0.00% | −396−18.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,949 | $60.6K | 0.00% | +1,949 | New |
| CWM, LLC | 2,489 | $77.0K | 0.00% | +1,839+282.9% | Added |
| Aquatic Capital Management LLC | 3,020 | $93.9K | 0.00% | −333−9.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,578 | $111.2K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,163 | $129.4K | 0.08% | +4,163 | New |
| HHM Wealth Advisors, LLC | 4,816 | $149.7K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,004 | $156.0K | 0.01% | +4,803+2,389.6% | Added |
| Geneos Wealth Management Inc. | 6,210 | $193.0K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 6,499 | $202.8K | 0.01% | 00.0% | Unchanged |
| Ridgepath Capital Management LLC | 6,526 | $202.8K | 0.10% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,534 | $203.1K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 6,945 | $215.9K | 0.15% | +6,945 | New |
| Price T Rowe Associates Inc | 6,926 | $216.0K | 0.00% | +6,926 | New |
| Aptus Capital Advisors, LLC | 7,527 | $233.9K | 0.00% | +21+0.3% | Added |
| BNP Paribas Arbitrage, SA | 7,731 | $240.3K | 0.00% | +5,863+313.9% | Added |
| Cubist Systematic Strategies, LLC | 7,785 | $241.9K | 0.00% | −5,730−42.4% | Reduced |
| Corebridge Financial, Inc. | 7,790 | $242.1K | 0.00% | −115−1.5% | Reduced |
| CAP Partners, LLC | 7,910 | $245.8K | 0.18% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,096 | $252.0K | 0.00% | +804+11.0% | Added |
| Gsa Capital Partners LLP | 8,174 | $254.0K | 0.02% | +8,174 | New |
| HRT Financial LP | 8,801 | $273.0K | 0.00% | +8,801 | New |
| Intech Investment Management LLC | 9,045 | $281.1K | 0.00% | +9,045 | New |
| UBS Group AG | 9,239 | $287.1K | 0.00% | −1,248−11.9% | Reduced |
| MetLife Investment Management | 9,333 | $290.1K | 0.00% | −211−2.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,481 | $294.7K | 0.00% | +390+4.3% | Added |
| Deutsche Bank AG | 9,542 | $296.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,543 | $296.6K | 0.00% | +212+2.3% | Added |
| Franklin Resources Inc | 9,900 | $307.7K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 10,022 | $311.5K | 0.01% | +22+0.2% | Added |
| Prudential Financial Inc | 10,025 | $311.6K | 0.00% | +10,025 | New |
| Verition Fund Management LLC | 10,210 | $317.3K | 0.00% | +10,210 | New |
| Raymond James Financial Inc | 10,927 | $339.6K | 0.00% | −7,789−41.6% | Reduced |
| CWM Advisors, LLC | 11,066 | $343.9K | 0.04% | −1,805−14.0% | Reduced |
| Engineers Gate Manager LP | 11,264 | $350.1K | 0.01% | +11,264 | New |
| Equitable Trust Co | 11,285 | $350.7K | 0.02% | −3,415−23.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 11,351 | $352.8K | 0.20% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 11,690 | $363.3K | 0.01% | +348+3.1% | Added |
| Evergreen Advisors, LLC | 11,732 | $364.6K | 0.10% | +26+0.2% | Added |
| ExodusPoint Capital Management, LP | 11,873 | $369.0K | 0.00% | −127−1.1% | Reduced |
| Citigroup Inc | 11,967 | $371.9K | 0.00% | −1,118−8.5% | Reduced |
| Bank of America Corp | 11,975 | $372.2K | 0.00% | −5,849−32.8% | Reduced |
| Bailard, Inc. | 12,415 | $385.9K | 0.01% | +12,415 | New |
| Persistent Asset Partners Ltd | 13,479 | $418.9K | 0.37% | −1,433−9.6% | Reduced |
| Royal Bank of Canada | 13,565 | $422.0K | 0.00% | −1,698−11.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,641 | $424.0K | 0.00% | +8+0.1% | Added |
| Qube Research & Technologies Ltd | 15,291 | $475.2K | 0.00% | +15,291 | New |
| Silver Oak Securities, Inc | 16,018 | $499.8K | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 17,200 | $534.6K | 0.00% | −1,200−6.5% | Reduced |
| Kennedy Capital Management, Inc. | 17,271 | $536.8K | 0.01% | +17,271 | New |
| Truist Financial Corp | 19,228 | $597.6K | 0.00% | +37+0.2% | Added |
| LeConte Wealth Management, LLC | 19,372 | $602.1K | 0.38% | +19,372 | New |
| Barclays PLC | 20,420 | $634.7K | 0.00% | −5,675−21.7% | Reduced |
| Los Angeles Capital Management LLC | 20,778 | $645.8K | 0.00% | +20,778 | New |
| Susquehanna International Group, LLP | 20,910 | $649.9K | 0.00% | +11,439+120.8% | Added |
| Pinnacle Financial Partners Inc | 21,763 | $676.4K | 0.01% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 22,028 | $684.6K | 0.15% | 00.0% | Unchanged |
| Rhumbline Advisers | 23,017 | $715.4K | 0.00% | −1,039−4.3% | Reduced |
| PMC FIG Opportunities LLC | 23,100 | $717.9K | 1.75% | −2,542−9.9% | Reduced |
| Squarepoint Ops LLC | 23,331 | $725.1K | 0.00% | +14,383+160.7% | Added |
| Invesco Ltd. | 25,086 | $779.7K | 0.00% | −2,710−9.7% | Reduced |
| Brandywine Global Investment Management, LLC | 26,659 | $828.6K | 0.01% | −1,009−3.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 28,431 | $883.6K | 0.42% | 00.0% | Unchanged |
| Creative Planning | 28,741 | $893.3K | 0.00% | +798+2.9% | Added |
| SlateStone Wealth, LLC | 29,427 | $915.0K | 0.09% | −4,000−12.0% | Reduced |
| Captrust Financial Advisors | 30,040 | $933.6K | 0.00% | −983−3.2% | Reduced |
| Trexquant Investment LP | 30,767 | $956.2K | 0.01% | +741+2.5% | Added |
| Victory Capital Management Inc | 33,450 | $1.04M | 0.00% | −750−2.2% | Reduced |
| Patriot Investment Management Inc. | 34,938 | $1.09M | 0.08% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 37,700 | $1.17M | 0.00% | +17,300+84.8% | Added |
| Citadel Advisors LLC | 39,398 | $1.22M | 0.00% | +12,846+48.4% | Added |
| Arrowstreet Capital, Limited Partnership | 41,926 | $1.30M | 0.00% | +1,641+4.1% | Added |
| Jane Street Group, LLC | 42,385 | $1.32M | 0.00% | +30,715+263.2% | Added |