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, Q4 2025
Institutional positions in Smartfinancial Inc. as of Dec 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
- 166
- +11 vs. Q3 2025
- Shares held
- 10.6M
- +681.7K (+6.9%) vs. Q3 2025
- Total value
- $393.3M
- +$43.7M (+12.5%) vs. Q3 2025
- New holders
- 19
- 62 more added
- Sold out
- 8
- 45 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| American Capital Advisory, LLC | 1 | $37 | 0.00% | +1 | New |
| Assetmark, Inc | 6 | $222 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 7 | $259 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 16 | $592 | 0.00% | +11+220.0% | Added |
| Rothschild Investment LLC | 17 | $629 | 0.00% | +12+240.0% | Added |
| True Wealth Design, LLC | 25 | $925 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 26 | $962 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 28 | $1.04K | 0.00% | +28 | New |
| IFP Advisors, Inc | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 50 | $1.85K | 0.00% | +50 | New |
| Allworth Financial LP | 79 | $2.92K | 0.00% | −5−6.0% | Reduced |
| Larson Financial Group LLC | 80 | $2.96K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 95 | $3.51K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 111 | $4.11K | 0.00% | +111 | New |
| GAMMA Investing LLC | 130 | $4.81K | 0.00% | −9−6.5% | Reduced |
| Optiver Holding B.V. | 140 | $5.18K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 182 | $6.75K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 190 | $7.03K | 0.00% | −1,181−86.1% | Reduced |
| SRS Capital Advisors, Inc. | 192 | $7.10K | 0.00% | −1,568−89.1% | Reduced |
| UBS Asset Management Americas Inc | 205 | $7.58K | 0.00% | +205 | New |
| Quadrant Capital Group LLC | 221 | $8.18K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 227 | $8.40K | 0.00% | +63+38.4% | Added |
| Hillsdale Investment Management Inc. | 230 | $8.51K | 0.00% | −102,451−99.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 282 | $10.4K | 0.00% | +282 | New |
| Essential Partners LLC | 293 | $10.8K | 0.00% | +11+3.9% | Added |
| Advisor Group Holdings, Inc. | 356 | $13.2K | 0.00% | +333+1,447.8% | Added |
| Royal Bank of Canada | 394 | $15.0K | 0.00% | −155−28.2% | Reduced |
| SageView Advisory Group, LLC | 416 | $15.4K | 0.00% | +416 | New |
| Tower Research Capital LLC (TRC) | 425 | $15.7K | 0.00% | −390−47.9% | Reduced |
| Amalgamated Bank | 457 | $17.0K | 0.00% | −87−16.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 583 | $21.6K | 0.00% | +107+22.5% | Added |
| Proffitt & Goodson Inc | 600 | $22.2K | 0.00% | −829−58.0% | Reduced |
| Kemnay Advisory Services Inc. | 664 | $24.6K | 0.00% | +664 | New |
| Versant Capital Management, Inc | 674 | $24.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 716 | $26.5K | 0.00% | −120−14.4% | Reduced |
| EverSource Wealth Advisors, LLC | 769 | $28.4K | 0.00% | −729−48.7% | Reduced |
| California State Teachers Retirement System | 895 | $33.1K | 0.00% | −13−1.4% | Reduced |
| Public Employees Retirement System of Ohio | 995 | $36.8K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 970 | $40.1K | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,207 | $44.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,215 | $44.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,371 | $50.7K | 0.00% | −25−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,945 | $71.9K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,105 | $77.0K | 0.00% | +1,424+209.1% | Added |
| The PNC Financial Services Group, Inc. | 2,392 | $88.5K | 0.00% | −26−1.1% | Reduced |
| Citigroup Inc | 2,846 | $105.3K | 0.00% | +1,486+109.3% | Added |
| CWM, LLC | 2,917 | $108.0K | 0.00% | −243−7.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,518 | $130.1K | 0.00% | −1,027−22.6% | Reduced |
| Quantbot Technologies LP | 4,105 | $151.8K | 0.01% | +4,105 | New |
| Virtus ETF Advisers LLC | 4,163 | $154.0K | 0.07% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,234 | $156.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,639 | $171.6K | 0.00% | +3,234+230.2% | Added |
| HHM Wealth Advisors, LLC | 5,082 | $188.0K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 5,580 | $206.4K | 0.01% | +2,744+96.8% | Added |
| Harbor Capital Advisors, Inc. | 5,860 | $217.0K | 0.02% | +321+5.8% | Added |
| Ridgepath Capital Management LLC | 6,192 | $221.2K | 0.10% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 6,261 | $231.6K | 0.03% | 00.0% | Unchanged |
| Welch Group, LLC | 6,499 | $240.4K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,502 | $240.5K | 0.00% | +14+0.2% | Added |
| EntryPoint Capital, LLC | 6,570 | $243.0K | 0.09% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,742 | $249.4K | 0.00% | +63+0.9% | Added |
| Yorktown Management & Research Co Inc | 6,750 | $249.7K | 0.20% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 6,945 | $256.9K | 0.13% | 00.0% | Unchanged |
| Voleon Capital Management LP | 7,145 | $264.3K | 0.01% | +7,145 | New |
| Aptus Capital Advisors, LLC | 7,593 | $280.9K | 0.00% | +32+0.4% | Added |
| CAP Partners, LLC | 7,910 | $292.6K | 0.17% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,352 | $308.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 8,611 | $318.5K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 8,655 | $320.1K | 0.00% | −840−8.8% | Reduced |
| Price T Rowe Associates Inc | 8,674 | $321.0K | 0.00% | +1,007+13.1% | Added |
| Occudo Quantitative Strategies LP | 8,805 | $325.7K | 0.02% | +2,980+51.2% | Added |
| R Squared Ltd | 8,875 | $328.3K | 0.15% | −7,956−47.3% | Reduced |
| Federated Hermes, Inc. | 9,010 | $333.3K | 0.00% | −21−0.2% | Reduced |
| Polymer Capital Management (US) LLC | 9,336 | $345.3K | 0.04% | +9,336 | New |
| State of Wisconsin Investment Board | 9,484 | $350.8K | 0.00% | +9,484 | New |
| Deutsche Bank AG | 9,542 | $353.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 9,545 | $353.1K | 0.01% | −1,800−15.9% | Reduced |
| Quantinno Capital Management LP | 10,925 | $404.1K | 0.00% | +1,230+12.7% | Added |
| Equitable Trust Co | 11,225 | $415.2K | 0.02% | −1,120−9.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 11,351 | $419.9K | 0.21% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 11,812 | $436.9K | 0.11% | +11,812 | New |
| Canada Pension Plan Investment Board | 12,200 | $451.3K | 0.00% | +12,200 | New |
| Raymond James Financial Inc | 12,358 | $457.1K | 0.00% | +2,223+21.9% | Added |
| CWM Advisors, LLC | 12,668 | $468.6K | 0.04% | −36−0.3% | Reduced |
| Geneos Wealth Management Inc. | 13,098 | $484.5K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 14,344 | $530.6K | 0.00% | −4,997−25.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,570 | $539.0K | 0.00% | +377+2.7% | Added |
| UBS Group AG | 14,998 | $554.8K | 0.00% | +1,955+15.0% | Added |
| STRS Ohio | 15,800 | $584.4K | 0.00% | −800−4.8% | Reduced |
| Silver Oak Securities, Inc | 16,018 | $593.9K | 0.04% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 16,102 | $595.6K | 0.00% | +16,102 | New |
| Wells Fargo & Company | 16,236 | $600.6K | 0.00% | +5,469+50.8% | Added |
| Franklin Resources Inc | 16,267 | $601.7K | 0.00% | +6,367+64.3% | Added |
| BNP Paribas Arbitrage, SA | 17,459 | $645.8K | 0.00% | +7,430+74.1% | Added |
| Rhumbline Advisers | 18,480 | $683.6K | 0.00% | −2,979−13.9% | Reduced |
| Bank of America Corp | 19,163 | $708.8K | 0.00% | +4,021+26.6% | Added |
| Rather & Kittrell, Inc. | 19,232 | $711.4K | 0.11% | −467−2.4% | Reduced |
| HRT Financial LP | 19,566 | $723.0K | 0.00% | +7,559+63.0% | Added |
| LeConte Wealth Management, LLC | 20,322 | $751.7K | 0.49% | +847+4.3% | Added |