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 |
|---|---|---|---|---|---|
| Wealth Preservation Advisors, LLC | 6,945 | $248.1K | 0.14% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 6,750 | $241.2K | 0.19% | +6,750 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,679 | $238.6K | 0.00% | −1,286−16.1% | Reduced |
| EntryPoint Capital, LLC | 6,570 | $234.7K | 0.09% | +6,570 | New |
| Welch Group, LLC | 6,499 | $232.2K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,488 | $231.8K | 0.00% | +6,488 | New |
| Tennessee Valley Asset Management Partners | 6,261 | $223.7K | 0.03% | 00.0% | Unchanged |
| Ridgepath Capital Management LLC | 6,192 | $221.2K | 0.09% | −58−0.9% | Reduced |
| Occudo Quantitative Strategies LP | 5,825 | $208.1K | 0.03% | −315−5.1% | Reduced |
| Intech Investment Management LLC | 5,791 | $206.9K | 0.00% | −1,972−25.4% | Reduced |
| Marshall Wace, LLP | 5,738 | $205.0K | 0.00% | −10,497−64.7% | Reduced |
| Harbor Capital Advisors, Inc. | 5,539 | $198.0K | 0.02% | +107+2.0% | Added |
| HHM Wealth Advisors, LLC | 5,082 | $181.6K | 0.02% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 4,545 | $162.4K | 0.00% | +967+27.0% | Added |
| New York State Common Retirement Fund | 4,234 | $151.3K | 0.00% | +700+19.8% | Added |
| Virtus ETF Advisers LLC | 4,163 | $148.7K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,838 | $137.0K | 0.00% | −785−17.0% | Reduced |
| CWM, LLC | 3,160 | $113.0K | 0.00% | +685+27.7% | Added |
| Quest Partners LLC | 2,836 | $101.3K | 0.01% | −5,910−67.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,418 | $86.4K | 0.00% | +175+7.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,945 | $69.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,760 | $62.9K | 0.00% | +1,760 | New |
| EverSource Wealth Advisors, LLC | 1,498 | $53.5K | 0.00% | −1−0.1% | Reduced |
| Proffitt & Goodson Inc | 1,429 | $51.1K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,405 | $50.2K | 0.00% | +237+20.3% | Added |
| Legal & General Group Plc | 1,396 | $49.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,371 | $49.0K | 0.00% | −3,350−71.0% | Reduced |
| Citigroup Inc | 1,360 | $48.6K | 0.00% | −4,575−77.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,215 | $43.4K | 0.00% | −349−22.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,207 | $43.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 995 | $35.6K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 970 | $34.9K | 0.04% | +970 | New |
| California State Teachers Retirement System | 908 | $32.4K | 0.00% | +1+0.1% | Added |
| Sterling Capital Management LLC | 836 | $29.9K | 0.00% | +505+152.6% | Added |
| Tower Research Capital LLC (TRC) | 815 | $29.1K | 0.00% | −1,080−57.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 758 | $27.1K | 0.00% | −177−18.9% | Reduced |
| Versant Capital Management, Inc | 674 | $24.1K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 681 | $24.0K | 0.00% | +681 | New |
| Royal Bank of Canada | 549 | $20.0K | 0.00% | −11,169−95.3% | Reduced |
| Amalgamated Bank | 544 | $19.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 505 | $18.0K | 0.00% | +505 | New |
| Cullen/Frost Bankers, Inc. | 476 | $17.0K | 0.00% | −5−1.0% | Reduced |
| Essential Partners LLC | 282 | $10.1K | 0.00% | +45+19.0% | Added |
| Quadrant Capital Group LLC | 221 | $7.90K | 0.00% | +221 | New |
| Point72 (DIFC) Ltd | 183 | $6.54K | 0.00% | +79+76.0% | Added |
| Smartleaf Asset Management LLC | 182 | $6.52K | 0.00% | +182 | New |
| Signaturefd, LLC | 164 | $5.86K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 140 | $5.00K | 0.00% | +140 | New |
| GAMMA Investing LLC | 139 | $4.97K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 95 | $3.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 84 | $3.00K | 0.00% | +1+1.2% | Added |
| Larson Financial Group LLC | 80 | $2.86K | 0.00% | +17+27.0% | Added |
| IFP Advisors, Inc | 35 | $1.25K | 0.00% | +12+52.2% | Added |
| Covestor Ltd | 31 | $1.00K | 0.00% | +2+6.9% | Added |
| Huntington National Bank | 26 | $929 | 0.00% | −41−61.2% | Reduced |
| True Wealth Design, LLC | 25 | $894 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 23 | $822 | 0.00% | +8+53.3% | Added |
| Assetmark, Inc | 6 | $214 | 0.00% | +6 | New |
| Rothschild Investment LLC | 5 | $179 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $179 | 0.00% | +5 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −50,733−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,045−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,437−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,527−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −6,912−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −6,001−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −5,926−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Evergreen Advisors, LLC | – | – | – | – | Not filed |