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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 8,344 | $326.1K | 0.00% | −8−0.1% | Reduced |
| CAP Partners, LLC | 7,910 | $309.1K | 0.17% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 7,907 | $309.0K | 0.05% | −1,429−15.3% | Reduced |
| Aptus Capital Advisors, LLC | 7,610 | $297.4K | 0.00% | +17+0.2% | Added |
| Squarepoint Ops LLC | 7,474 | $292.1K | 0.00% | +7,474 | New |
| Voleon Capital Management LP | 7,299 | $285.2K | 0.01% | +154+2.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,001 | $273.6K | 0.00% | +259+3.8% | Added |
| 1492 Capital Management LLC | 6,901 | $269.7K | 0.10% | +6,901 | New |
| Yorktown Management & Research Co Inc | 6,750 | $263.8K | 0.22% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,570 | $256.8K | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,515 | $254.6K | 0.00% | +13+0.2% | Added |
| Welch Group, LLC | 6,499 | $254.0K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 6,479 | $253.2K | 0.00% | +6,479 | New |
| Tennessee Valley Asset Management Partners | 6,261 | $244.7K | 0.03% | 00.0% | Unchanged |
| VARCOV Co. | 6,193 | $242.0K | 0.09% | +6,193 | New |
| Ridgepath Capital Management LLC | 6,142 | $240.0K | 0.12% | −50−0.8% | Reduced |
| FMR LLC | 5,821 | $227.5K | 0.00% | +1,182+25.5% | Added |
| Wells Fargo & Company | 5,731 | $224.0K | 0.00% | −10,505−64.7% | Reduced |
| Engineers Gate Manager LP | 5,580 | $218.1K | 0.00% | +5,580 | New |
| Vanguard Global Advisers, LLC | 5,470 | $213.8K | 0.00% | +5,470 | New |
| Mercer Global Advisors Inc | 5,343 | $208.8K | 0.00% | +5,343 | New |
| Jane Street Group, LLC | 5,284 | $206.5K | 0.00% | −53,980−91.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 5,267 | $205.8K | 0.00% | +5,267 | New |
| Wealth Preservation Advisors, LLC | 5,261 | $205.6K | 0.17% | −1,684−24.2% | Reduced |
| HHM Wealth Advisors, LLC | 5,082 | $198.6K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,234 | $165.5K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,163 | $162.7K | 0.08% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,518 | $137.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,957 | $115.6K | 0.00% | +40+1.4% | Added |
| The PNC Financial Services Group, Inc. | 2,708 | $105.8K | 0.00% | +316+13.2% | Added |
| Tower Research Capital LLC (TRC) | 2,402 | $93.9K | 0.00% | +1,977+465.2% | Added |
| State of Alaska, Department of Revenue | 2,105 | $81.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,945 | $76.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,343 | $52.5K | 0.00% | −28−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,215 | $47.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,207 | $47.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 995 | $38.9K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 970 | $38.3K | 0.05% | 00.0% | Unchanged |
| California State Teachers Retirement System | 829 | $32.4K | 0.00% | −66−7.4% | Reduced |
| EverSource Wealth Advisors, LLC | 760 | $29.7K | 0.00% | −9−1.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 686 | $26.8K | 0.00% | +103+17.7% | Added |
| Advisory Services Network, LLC | 679 | $26.5K | 0.00% | +679 | New |
| Versant Capital Management, Inc | 674 | $26.3K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 600 | $23.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 509 | $19.9K | 0.00% | −8,501−94.4% | Reduced |
| Sterling Capital Management LLC | 433 | $16.9K | 0.00% | −283−39.5% | Reduced |
| Essential Partners LLC | 294 | $11.5K | 0.00% | +1+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 282 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 263 | $10.0K | 0.00% | −5,597−95.5% | Reduced |
| Signaturefd, LLC | 227 | $8.87K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 221 | $8.64K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 208 | $8.13K | 0.00% | +3+1.5% | Added |
| SRS Capital Advisors, Inc. | 185 | $7.23K | 0.00% | −7−3.6% | Reduced |
| Smartleaf Asset Management LLC | 182 | $7.04K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 175 | $6.70K | 0.00% | +175 | New |
| Optiver Holding B.V. | 148 | $5.78K | 0.00% | +8+5.7% | Added |
| GAMMA Investing LLC | 130 | $5.08K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 136 | $5.00K | 0.00% | −258−65.5% | Reduced |
| Allworth Financial LP | 114 | $4.46K | 0.00% | +35+44.3% | Added |
| Massmutual Trust Co FSB | 95 | $3.71K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 93 | $3.63K | 0.00% | −18−16.2% | Reduced |
| Larson Financial Group LLC | 80 | $3.13K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 35 | $1.37K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 28 | $1.09K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 26 | $1.02K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $977 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 23 | $899 | 0.00% | −333−93.5% | Reduced |
| Rothschild Investment LLC | 21 | $821 | 0.00% | +4+23.5% | Added |
| Basecamp Wealth Advisors LLC | 17 | $664 | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 16 | $629 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 13 | $509 | 0.00% | +6+85.7% | Added |
| Root Financial Partners, LLC | 13 | $508 | 0.00% | +13 | New |
| US Bancorp | 8 | $313 | 0.00% | +8 | New |
| Assetmark, Inc | 6 | $234 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | −22−71.0% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −61,900−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −58,316−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −30,786−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −8,875−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −8,655−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,580−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,105−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |