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, Q1 2026
Institutional positions in Smartfinancial Inc. as of Mar 31, 2026. 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
- 175
- +11 vs. Q4 2025
- Shares held
- 10.9M
- +1.10M (+11.3%) vs. Q4 2025
- Total value
- $423.7M
- +$62.8M (+17.4%) vs. Q4 2025
- New holders
- 24
- 56 more added
- Sold out
- 13
- 46 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | −22−71.0% | Reduced |
| Assetmark, Inc | 6 | $234 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8 | $313 | 0.00% | +8 | New |
| Root Financial Partners, LLC | 13 | $508 | 0.00% | +13 | New |
| MAI Capital Management | 13 | $509 | 0.00% | +6+85.7% | Added |
| Farther Finance Advisors, LLC | 16 | $629 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 17 | $664 | 0.00% | +17 | New |
| Rothschild Investment LLC | 21 | $821 | 0.00% | +4+23.5% | Added |
| Advisor Group Holdings, Inc. | 23 | $899 | 0.00% | −333−93.5% | Reduced |
| True Wealth Design, LLC | 25 | $977 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 26 | $1.02K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 28 | $1.09K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 35 | $1.37K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $3.13K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 93 | $3.63K | 0.00% | −18−16.2% | Reduced |
| Massmutual Trust Co FSB | 95 | $3.71K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 114 | $4.46K | 0.00% | +35+44.3% | Added |
| Royal Bank of Canada | 136 | $5.00K | 0.00% | −258−65.5% | Reduced |
| GAMMA Investing LLC | 130 | $5.08K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 148 | $5.78K | 0.00% | +8+5.7% | Added |
| Jones Financial Companies LLLP | 175 | $6.70K | 0.00% | +175 | New |
| Smartleaf Asset Management LLC | 182 | $7.04K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 185 | $7.23K | 0.00% | −7−3.6% | Reduced |
| UBS Asset Management Americas Inc | 208 | $8.13K | 0.00% | +3+1.5% | Added |
| Quadrant Capital Group LLC | 221 | $8.64K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 227 | $8.87K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 263 | $10.0K | 0.00% | −5,597−95.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 282 | $11.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 294 | $11.5K | 0.00% | +1+0.3% | Added |
| Sterling Capital Management LLC | 433 | $16.9K | 0.00% | −283−39.5% | Reduced |
| Federated Hermes, Inc. | 509 | $19.9K | 0.00% | −8,501−94.4% | Reduced |
| Proffitt & Goodson Inc | 600 | $23.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 674 | $26.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 679 | $26.5K | 0.00% | +679 | New |
| Cullen/Frost Bankers, Inc. | 686 | $26.8K | 0.00% | +103+17.7% | Added |
| EverSource Wealth Advisors, LLC | 760 | $29.7K | 0.00% | −9−1.2% | Reduced |
| California State Teachers Retirement System | 829 | $32.4K | 0.00% | −66−7.4% | Reduced |
| Tripletail Wealth Management, LLC | 970 | $38.3K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 995 | $38.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,207 | $47.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,215 | $47.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,343 | $52.5K | 0.00% | −28−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,945 | $76.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,105 | $81.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,402 | $93.9K | 0.00% | +1,977+465.2% | Added |
| The PNC Financial Services Group, Inc. | 2,708 | $105.8K | 0.00% | +316+13.2% | Added |
| CWM, LLC | 2,957 | $115.6K | 0.00% | +40+1.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,518 | $137.5K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,163 | $162.7K | 0.08% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,234 | $165.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5,082 | $198.6K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 5,261 | $205.6K | 0.17% | −1,684−24.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 5,267 | $205.8K | 0.00% | +5,267 | New |
| Jane Street Group, LLC | 5,284 | $206.5K | 0.00% | −53,980−91.1% | Reduced |
| Mercer Global Advisors Inc | 5,343 | $208.8K | 0.00% | +5,343 | New |
| Vanguard Global Advisers, LLC | 5,470 | $213.8K | 0.00% | +5,470 | New |
| Engineers Gate Manager LP | 5,580 | $218.1K | 0.00% | +5,580 | New |
| Wells Fargo & Company | 5,731 | $224.0K | 0.00% | −10,505−64.7% | Reduced |
| FMR LLC | 5,821 | $227.5K | 0.00% | +1,182+25.5% | Added |
| Ridgepath Capital Management LLC | 6,142 | $240.0K | 0.12% | −50−0.8% | Reduced |
| VARCOV Co. | 6,193 | $242.0K | 0.09% | +6,193 | New |
| Tennessee Valley Asset Management Partners | 6,261 | $244.7K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 6,479 | $253.2K | 0.00% | +6,479 | New |
| Welch Group, LLC | 6,499 | $254.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,515 | $254.6K | 0.00% | +13+0.2% | Added |
| EntryPoint Capital, LLC | 6,570 | $256.8K | 0.08% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 6,750 | $263.8K | 0.22% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 6,901 | $269.7K | 0.10% | +6,901 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,001 | $273.6K | 0.00% | +259+3.8% | Added |
| Voleon Capital Management LP | 7,299 | $285.2K | 0.01% | +154+2.2% | Added |
| Squarepoint Ops LLC | 7,474 | $292.1K | 0.00% | +7,474 | New |
| Aptus Capital Advisors, LLC | 7,610 | $297.4K | 0.00% | +17+0.2% | Added |
| Polymer Capital Management (US) LLC | 7,907 | $309.0K | 0.05% | −1,429−15.3% | Reduced |
| CAP Partners, LLC | 7,910 | $309.1K | 0.17% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,344 | $326.1K | 0.00% | −8−0.1% | Reduced |
| Rafferty Asset Management, LLC | 8,414 | $328.8K | 0.00% | +8,414 | New |
| Hillsdale Investment Management Inc. | 8,830 | $345.1K | 0.01% | +8,600+3,739.1% | Added |
| Susquehanna International Group, LLP | 8,830 | $345.1K | 0.00% | +8,830 | New |
| Occudo Quantitative Strategies LP | 8,553 | $358.7K | 0.02% | −252−2.9% | Reduced |
| MetLife Investment Management | 9,359 | $365.8K | 0.00% | +748+8.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 9,545 | $373.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,030 | $392.0K | 0.00% | −45,965−82.1% | Reduced |
| Citigroup Inc | 10,305 | $402.7K | 0.00% | +7,459+262.1% | Added |
| Point72 Asset Management, L.P. | 10,766 | $420.7K | 0.00% | −5,336−33.1% | Reduced |
| Deutsche Bank AG | 11,239 | $439.2K | 0.00% | +1,697+17.8% | Added |
| Price T Rowe Associates Inc | 11,297 | $442.0K | 0.00% | +2,623+30.2% | Added |
| Brooks, Moore & Associates, Inc. | 11,351 | $443.6K | 0.22% | 00.0% | Unchanged |
| Equitable Trust Co | 11,475 | $448.4K | 0.02% | +250+2.2% | Added |
| State of Wisconsin Investment Board | 11,670 | $456.1K | 0.00% | +2,186+23.0% | Added |
| Agp Franklin, LLC | 11,706 | $457.5K | 0.23% | +11,706 | New |
| Evergreen Advisors, LLC | 11,836 | $462.6K | 0.11% | +24+0.2% | Added |
| Canada Pension Plan Investment Board | 12,200 | $476.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 12,838 | $501.7K | 0.00% | −2,160−14.4% | Reduced |
| CWM Advisors, LLC | 13,061 | $510.4K | 0.03% | +393+3.1% | Added |
| Geneos Wealth Management Inc. | 13,098 | $511.9K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 13,567 | $530.2K | 0.00% | +13,567 | New |
| SG Americas Securities, LLC | 13,785 | $539.0K | 0.00% | −20,822−60.2% | Reduced |
| Truist Financial Corp | 14,368 | $561.5K | 0.00% | +24+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,578 | $570.0K | 0.00% | +8+0.1% | Added |
| STRS Ohio | 15,800 | $617.5K | 0.00% | 00.0% | Unchanged |