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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.

Q3 2025 vs. Q2 2025

How the institutions holding Smartfinancial Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of SMBK: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1511160+10
Shares9.86M11.8K9.99M+144.7K (+1.5%)
Value$333.0M$397.3K$351.1M+$18.6M (+5.6%)

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (21)

Institutions that held Smartfinancial Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to SMBK in Q3 2025
InstitutionSharesValue% of portfolio
Summit Wealth Group LLC27,899$2.68M0.37%
First Trust Advisors LP45,167$1.61M0.00%
First Eagle Investment Management, LLC32,000$1.14M0.00%
D. E. Shaw & Co., Inc.22,657$809.5K0.00%
Tudor Investment Corp Et Al20,267$724.1K0.00%
R Squared Ltd16,831$601.4K0.26%
Quantinno Capital Management LP9,695$346.4K0.00%
Cetera Investment Advisers8,352$298.4K0.00%
HSBC Holdings PLC8,085$287.3K0.00%
Yorktown Management & Research Co Inc6,750$241.2K0.19%
EntryPoint Capital, LLC6,570$234.7K0.09%
Kestra Private Wealth Services, LLC6,488$231.8K0.00%
SRS Capital Advisors, Inc.1,760$62.9K0.00%
Tripletail Wealth Management, LLC970$34.9K0.04%
State of Alaska, Department of Revenue681$24.0K0.00%
Advisory Services Network, LLC505$18.0K0.00%
Quadrant Capital Group LLC221$7.90K0.00%
Smartleaf Asset Management LLC182$6.52K0.00%
Optiver Holding B.V.140$5.00K0.00%
Assetmark, Inc6$2140.00%
Farther Finance Advisors, LLC5$1790.00%

Sold out (11)

Institutions that held Smartfinancial Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of SMBK in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Citadel Advisors LLC50,733$1.71M
Verition Fund Management LLC21,045$710.9K
Susquehanna International Group, LLP19,437$656.6K
Squarepoint Ops LLC18,527$625.8K
RFG Advisory, LLC6,912$233.5K
Voya Investment Management LLC6,001$202.7K
Manufacturers Life Insurance Company, The5,926$200.2K
Lazard Asset Management LLC3,790$128.0K
MAI Capital Management38$1.28K
CIBC Private Wealth Group, LLC8$270
US Bancorp7$236

Not filed for Q3 2025 yet (1)

Institutions that held Smartfinancial Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMBK in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Evergreen Advisors, LLC11,761$397.3K