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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 7,593 | $280.9K | 0.00% | +32+0.4% | Added |
| Voleon Capital Management LP | 7,145 | $264.3K | 0.01% | +7,145 | New |
| Wealth Preservation Advisors, LLC | 6,945 | $256.9K | 0.13% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 6,750 | $249.7K | 0.20% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,742 | $249.4K | 0.00% | +63+0.9% | Added |
| EntryPoint Capital, LLC | 6,570 | $243.0K | 0.09% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,502 | $240.5K | 0.00% | +14+0.2% | Added |
| Welch Group, LLC | 6,499 | $240.4K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 6,261 | $231.6K | 0.03% | 00.0% | Unchanged |
| Ridgepath Capital Management LLC | 6,192 | $221.2K | 0.10% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,860 | $217.0K | 0.02% | +321+5.8% | Added |
| Quest Partners LLC | 5,580 | $206.4K | 0.01% | +2,744+96.8% | Added |
| HHM Wealth Advisors, LLC | 5,082 | $188.0K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 4,639 | $171.6K | 0.00% | +3,234+230.2% | Added |
| New York State Common Retirement Fund | 4,234 | $156.6K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,163 | $154.0K | 0.07% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,105 | $151.8K | 0.01% | +4,105 | New |
| Police & Firemen's Retirement System of New Jersey | 3,518 | $130.1K | 0.00% | −1,027−22.6% | Reduced |
| CWM, LLC | 2,917 | $108.0K | 0.00% | −243−7.7% | Reduced |
| Citigroup Inc | 2,846 | $105.3K | 0.00% | +1,486+109.3% | Added |
| The PNC Financial Services Group, Inc. | 2,392 | $88.5K | 0.00% | −26−1.1% | Reduced |
| State of Alaska, Department of Revenue | 2,105 | $77.0K | 0.00% | +1,424+209.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,945 | $71.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,371 | $50.7K | 0.00% | −25−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,215 | $44.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,207 | $44.6K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 970 | $40.1K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 995 | $36.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 895 | $33.1K | 0.00% | −13−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 769 | $28.4K | 0.00% | −729−48.7% | Reduced |
| Sterling Capital Management LLC | 716 | $26.5K | 0.00% | −120−14.4% | Reduced |
| Versant Capital Management, Inc | 674 | $24.9K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 664 | $24.6K | 0.00% | +664 | New |
| Proffitt & Goodson Inc | 600 | $22.2K | 0.00% | −829−58.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 583 | $21.6K | 0.00% | +107+22.5% | Added |
| Amalgamated Bank | 457 | $17.0K | 0.00% | −87−16.0% | Reduced |
| Tower Research Capital LLC (TRC) | 425 | $15.7K | 0.00% | −390−47.9% | Reduced |
| SageView Advisory Group, LLC | 416 | $15.4K | 0.00% | +416 | New |
| Royal Bank of Canada | 394 | $15.0K | 0.00% | −155−28.2% | Reduced |
| Advisor Group Holdings, Inc. | 356 | $13.2K | 0.00% | +333+1,447.8% | Added |
| Essential Partners LLC | 293 | $10.8K | 0.00% | +11+3.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 282 | $10.4K | 0.00% | +282 | New |
| Hillsdale Investment Management Inc. | 230 | $8.51K | 0.00% | −102,451−99.8% | Reduced |
| Signaturefd, LLC | 227 | $8.40K | 0.00% | +63+38.4% | Added |
| Quadrant Capital Group LLC | 221 | $8.18K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 205 | $7.58K | 0.00% | +205 | New |
| SRS Capital Advisors, Inc. | 192 | $7.10K | 0.00% | −1,568−89.1% | Reduced |
| Aquatic Capital Management LLC | 190 | $7.03K | 0.00% | −1,181−86.1% | Reduced |
| Smartleaf Asset Management LLC | 182 | $6.75K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 140 | $5.18K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 130 | $4.81K | 0.00% | −9−6.5% | Reduced |
| Simplex Trading, LLC | 111 | $4.11K | 0.00% | +111 | New |
| Massmutual Trust Co FSB | 95 | $3.51K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $2.96K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 79 | $2.92K | 0.00% | −5−6.0% | Reduced |
| Quarry LP | 50 | $1.85K | 0.00% | +50 | New |
| IFP Advisors, Inc | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 28 | $1.04K | 0.00% | +28 | New |
| Covestor Ltd | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 26 | $962 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $925 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 17 | $629 | 0.00% | +12+240.0% | Added |
| Farther Finance Advisors, LLC | 16 | $592 | 0.00% | +11+220.0% | Added |
| MAI Capital Management | 7 | $259 | 0.00% | +7 | New |
| Assetmark, Inc | 6 | $222 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $37 | 0.00% | +1 | New |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −27,899−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −44,391−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −23,124−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,441−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,588−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −7,485−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −5,791−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Pinnacle Financial Partners Inc | – | – | – | – | Not filed |
| Stonegate Investment Group, LLC | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |