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, Q3 2025
Institutional positions in Smartfinancial Inc. as of Sep 30, 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
- 160
- +10 vs. Q2 2025
- Shares held
- 9.99M
- +144.7K (+1.5%) vs. Q2 2025
- Total value
- $351.1M
- +$18.6M (+5.6%) vs. Q2 2025
- New holders
- 21
- 49 more added
- Sold out
- 11
- 56 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 5 | $179 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $179 | 0.00% | +5 | New |
| Assetmark, Inc | 6 | $214 | 0.00% | +6 | New |
| Advisor Group Holdings, Inc. | 23 | $822 | 0.00% | +8+53.3% | Added |
| True Wealth Design, LLC | 25 | $894 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 26 | $929 | 0.00% | −41−61.2% | Reduced |
| Covestor Ltd | 31 | $1.00K | 0.00% | +2+6.9% | Added |
| IFP Advisors, Inc | 35 | $1.25K | 0.00% | +12+52.2% | Added |
| Larson Financial Group LLC | 80 | $2.86K | 0.00% | +17+27.0% | Added |
| Allworth Financial LP | 84 | $3.00K | 0.00% | +1+1.2% | Added |
| Massmutual Trust Co FSB | 95 | $3.39K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 139 | $4.97K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 140 | $5.00K | 0.00% | +140 | New |
| Signaturefd, LLC | 164 | $5.86K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 182 | $6.52K | 0.00% | +182 | New |
| Point72 (DIFC) Ltd | 183 | $6.54K | 0.00% | +79+76.0% | Added |
| Quadrant Capital Group LLC | 221 | $7.90K | 0.00% | +221 | New |
| Essential Partners LLC | 282 | $10.1K | 0.00% | +45+19.0% | Added |
| Cullen/Frost Bankers, Inc. | 476 | $17.0K | 0.00% | −5−1.0% | Reduced |
| Advisory Services Network, LLC | 505 | $18.0K | 0.00% | +505 | New |
| Amalgamated Bank | 544 | $19.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 549 | $20.0K | 0.00% | −11,169−95.3% | Reduced |
| State of Alaska, Department of Revenue | 681 | $24.0K | 0.00% | +681 | New |
| Versant Capital Management, Inc | 674 | $24.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 758 | $27.1K | 0.00% | −177−18.9% | Reduced |
| Tower Research Capital LLC (TRC) | 815 | $29.1K | 0.00% | −1,080−57.0% | Reduced |
| Sterling Capital Management LLC | 836 | $29.9K | 0.00% | +505+152.6% | Added |
| California State Teachers Retirement System | 908 | $32.4K | 0.00% | +1+0.1% | Added |
| Tripletail Wealth Management, LLC | 970 | $34.9K | 0.04% | +970 | New |
| Public Employees Retirement System of Ohio | 995 | $35.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,207 | $43.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,215 | $43.4K | 0.00% | −349−22.3% | Reduced |
| Citigroup Inc | 1,360 | $48.6K | 0.00% | −4,575−77.1% | Reduced |
| Aquatic Capital Management LLC | 1,371 | $49.0K | 0.00% | −3,350−71.0% | Reduced |
| Legal & General Group Plc | 1,396 | $49.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,405 | $50.2K | 0.00% | +237+20.3% | Added |
| Proffitt & Goodson Inc | 1,429 | $51.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,498 | $53.5K | 0.00% | −1−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,760 | $62.9K | 0.00% | +1,760 | New |
| Northwestern Mutual Wealth Management Co | 1,945 | $69.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,418 | $86.4K | 0.00% | +175+7.8% | Added |
| Quest Partners LLC | 2,836 | $101.3K | 0.01% | −5,910−67.6% | Reduced |
| CWM, LLC | 3,160 | $113.0K | 0.00% | +685+27.7% | Added |
| SG Americas Securities, LLC | 3,838 | $137.0K | 0.00% | −785−17.0% | Reduced |
| Virtus ETF Advisers LLC | 4,163 | $148.7K | 0.08% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,234 | $151.3K | 0.00% | +700+19.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,545 | $162.4K | 0.00% | +967+27.0% | Added |
| HHM Wealth Advisors, LLC | 5,082 | $181.6K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,539 | $198.0K | 0.02% | +107+2.0% | Added |
| Marshall Wace, LLP | 5,738 | $205.0K | 0.00% | −10,497−64.7% | Reduced |
| Intech Investment Management LLC | 5,791 | $206.9K | 0.00% | −1,972−25.4% | Reduced |
| Occudo Quantitative Strategies LP | 5,825 | $208.1K | 0.03% | −315−5.1% | Reduced |
| Ridgepath Capital Management LLC | 6,192 | $221.2K | 0.09% | −58−0.9% | Reduced |
| Tennessee Valley Asset Management Partners | 6,261 | $223.7K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,488 | $231.8K | 0.00% | +6,488 | New |
| Welch Group, LLC | 6,499 | $232.2K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,570 | $234.7K | 0.09% | +6,570 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,679 | $238.6K | 0.00% | −1,286−16.1% | Reduced |
| Yorktown Management & Research Co Inc | 6,750 | $241.2K | 0.19% | +6,750 | New |
| Wealth Preservation Advisors, LLC | 6,945 | $248.1K | 0.14% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 7,485 | $267.4K | 0.19% | −12,151−61.9% | Reduced |
| Aptus Capital Advisors, LLC | 7,561 | $270.2K | 0.00% | +16+0.2% | Added |
| Price T Rowe Associates Inc | 7,667 | $274.0K | 0.00% | +259+3.5% | Added |
| CAP Partners, LLC | 7,910 | $282.6K | 0.16% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,085 | $287.3K | 0.00% | +8,085 | New |
| Cetera Investment Advisers | 8,352 | $298.4K | 0.00% | +8,352 | New |
| MetLife Investment Management | 8,611 | $307.7K | 0.00% | −722−7.7% | Reduced |
| Cubist Systematic Strategies, LLC | 8,850 | $316.2K | 0.00% | −238−2.6% | Reduced |
| Federated Hermes, Inc. | 9,031 | $322.7K | 0.00% | +8,909+7,302.5% | Added |
| Prudential Financial Inc | 9,495 | $339.3K | 0.00% | −110−1.1% | Reduced |
| Deutsche Bank AG | 9,542 | $340.9K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,588 | $342.6K | 0.00% | −2,261−19.1% | Reduced |
| Quantinno Capital Management LP | 9,695 | $346.4K | 0.00% | +9,695 | New |
| Franklin Resources Inc | 9,900 | $353.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,029 | $358.3K | 0.00% | +3,234+47.6% | Added |
| Raymond James Financial Inc | 10,135 | $362.1K | 0.00% | +40.0% | Added |
| Wells Fargo & Company | 10,767 | $384.7K | 0.00% | +1,748+19.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 11,345 | $405.4K | 0.01% | +1,800+18.9% | Added |
| Brooks, Moore & Associates, Inc. | 11,351 | $405.6K | 0.22% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 11,690 | $417.7K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 12,007 | $429.0K | 0.00% | −11,106−48.1% | Reduced |
| Equitable Trust Co | 12,345 | $441.1K | 0.02% | −445−3.5% | Reduced |
| CWM Advisors, LLC | 12,704 | $453.9K | 0.04% | +1,262+11.0% | Added |
| GWM Advisors LLC | 12,817 | $458.0K | 0.00% | −418−3.2% | Reduced |
| UBS Group AG | 13,043 | $466.0K | 0.00% | −1,009−7.2% | Reduced |
| Geneos Wealth Management Inc. | 13,098 | $468.0K | 0.01% | −5,532−29.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,193 | $507.0K | 0.00% | +298+2.1% | Added |
| Bank of America Corp | 15,142 | $541.0K | 0.00% | −1,908−11.2% | Reduced |
| Silver Oak Securities, Inc | 16,018 | $572.3K | 0.04% | 00.0% | Unchanged |
| Trexquant Investment LP | 16,441 | $587.4K | 0.01% | −2,495−13.2% | Reduced |
| STRS Ohio | 16,600 | $593.1K | 0.00% | −600−3.5% | Reduced |
| R Squared Ltd | 16,831 | $601.4K | 0.26% | +16,831 | New |
| Salzhauer Michael | 225,903 | $608.4K | 0.36% | 00.0% | Unchanged |
| Truist Financial Corp | 19,341 | $691.0K | 0.00% | +37+0.2% | Added |
| LeConte Wealth Management, LLC | 19,475 | $695.8K | 0.46% | +100+0.5% | Added |
| Rather & Kittrell, Inc. | 19,699 | $703.8K | 0.12% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 20,267 | $724.1K | 0.00% | +20,267 | New |
| Bailard, Inc. | 20,515 | $733.0K | 0.02% | +815+4.1% | Added |
| Rhumbline Advisers | 21,459 | $766.7K | 0.00% | −713−3.2% | Reduced |
| Pinnacle Financial Partners Inc | 21,763 | $777.6K | 0.02% | 00.0% | Unchanged |