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, Q2 2026
Institutional positions in Smartfinancial Inc. as of Jun 30, 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
- 184
- +10 vs. Q1 2026
- Shares held
- 11.1M
- +278.1K (+2.6%) vs. Q1 2026
- Total value
- $520.8M
- +$97.3M (+23.0%) vs. Q1 2026
- New holders
- 24
- 85 more added
- Sold out
- 14
- 42 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −4−44.4% | Reduced |
| Clearstead Advisors, LLC | 1 | $47 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $47 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 4 | $189 | 0.00% | +4 | New |
| Assetmark, Inc | 6 | $282 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17 | $798 | 0.00% | +17 | New |
| Transamerica Financial Advisors, Inc. | 17 | $802 | 0.00% | +17 | New |
| Basecamp Wealth Advisors LLC | 21 | $985 | 0.00% | +4+23.5% | Added |
| True Wealth Design, LLC | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $1.27K | 0.00% | +27 | New |
| Chilton Capital Management LLC | 28 | $1.31K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28 | $1.31K | 0.00% | +28 | New |
| Huntington National Bank | 32 | $1.50K | 0.00% | +6+23.1% | Added |
| Optiver Holding B.V. | 36 | $1.69K | 0.00% | −112−75.7% | Reduced |
| Rothschild Investment LLC | 45 | $2.11K | 0.00% | +24+114.3% | Added |
| IFP Advisors, Inc | 47 | $2.21K | 0.00% | +12+34.3% | Added |
| Farther Finance Advisors, LLC | 58 | $2.72K | 0.00% | +42+262.5% | Added |
| Aster Capital Management (DIFC) Ltd | 75 | $3.52K | 0.00% | +75 | New |
| Continuum Advisory, LLC | 81 | $3.80K | 0.00% | +81 | New |
| Essential Partners LLC | 87 | $4.08K | 0.00% | −207−70.4% | Reduced |
| Massmutual Trust Co FSB | 95 | $4.46K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 115 | $5.40K | 0.00% | +35+43.8% | Added |
| GAMMA Investing LLC | 130 | $6.10K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 144 | $6.91K | 0.00% | −31−17.7% | Reduced |
| Allworth Financial LP | 156 | $7.32K | 0.00% | +42+36.8% | Added |
| Smartleaf Asset Management LLC | 182 | $8.58K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 208 | $9.76K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 214 | $10.0K | 0.00% | −615−74.2% | Reduced |
| Harbor Capital Advisors, Inc. | 263 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 267 | $12.5K | 0.00% | −166−38.3% | Reduced |
| Aquatic Capital Management LLC | 270 | $12.7K | 0.00% | +270 | New |
| Pinnacle Wealth Planning Services, Inc. | 282 | $13.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 313 | $14.7K | 0.00% | +313 | New |
| Advisor Group Holdings, Inc. | 340 | $16.0K | 0.00% | +317+1,378.3% | Added |
| EverSource Wealth Advisors, LLC | 431 | $20.2K | 0.00% | −329−43.3% | Reduced |
| Federated Hermes, Inc. | 571 | $26.8K | 0.00% | +62+12.2% | Added |
| Proffitt & Goodson Inc | 600 | $28.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 674 | $31.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 719 | $34.0K | 0.00% | +583+428.7% | Added |
| Cullen/Frost Bankers, Inc. | 771 | $36.2K | 0.00% | +85+12.4% | Added |
| Tripletail Wealth Management, LLC | 970 | $45.9K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 995 | $46.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,258 | $59.0K | 0.00% | −1,144−47.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,417 | $66.5K | 0.00% | +202+16.6% | Added |
| SRS Capital Advisors, Inc. | 1,507 | $70.7K | 0.00% | +1,322+714.6% | Added |
| Legal & General Group Plc | 1,526 | $71.6K | 0.00% | +183+13.6% | Added |
| Nisa Investment Advisors, LLC | 1,577 | $74.0K | 0.00% | +370+30.7% | Added |
| US Bancorp | 1,915 | $89.9K | 0.00% | +1,907+23,837.5% | Added |
| Kemnay Advisory Services Inc. | 1,935 | $90.8K | 0.01% | +1,935 | New |
| Northwestern Mutual Wealth Management Co | 1,945 | $91.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,996 | $93.7K | 0.00% | +1,769+779.3% | Added |
| State of Alaska, Department of Revenue | 2,105 | $97.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,875 | $134.9K | 0.00% | +167+6.2% | Added |
| Voya Investment Management LLC | 4,266 | $200.2K | 0.00% | +4,266 | New |
| Virtus ETF Advisers LLC | 4,268 | $200.3K | 0.08% | +105+2.5% | Added |
| Commonwealth Equity Services, LLC | 4,334 | $203.4K | 0.00% | +4,334 | New |
| Diversified Trust Co | 4,387 | $205.8K | 0.00% | +4,387 | New |
| Summit Global Investments | 4,509 | $212.0K | 0.01% | +4,509 | New |
| State Board of Administration of Florida Retirement System | 4,520 | $212.1K | 0.00% | +4,520 | New |
| Police & Firemen's Retirement System of New Jersey | 4,550 | $213.5K | 0.00% | +1,032+29.3% | Added |
| Schonfeld Strategic Advisors LLC | 4,686 | $219.9K | 0.00% | +4,686 | New |
| Manufacturers Life Insurance Company, The | 4,759 | $223.3K | 0.00% | +4,759 | New |
| Susquehanna Portfolio Strategies, LLC | 4,938 | $231.7K | 0.00% | −4,607−48.3% | Reduced |
| Gsa Capital Partners LLP | 5,105 | $240.0K | 0.02% | +5,105 | New |
| Wealth Preservation Advisors, LLC | 5,261 | $246.8K | 0.14% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 5,356 | $251.3K | 1.13% | +5,356 | New |
| Vanguard Global Advisers, LLC | 5,470 | $256.7K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 5,481 | $257.2K | 0.00% | −2,933−34.9% | Reduced |
| Voleon Capital Management LP | 5,555 | $260.6K | 0.00% | −1,744−23.9% | Reduced |
| Kestra Private Wealth Services, LLC | 5,563 | $261.0K | 0.00% | −952−14.6% | Reduced |
| Ridgepath Capital Management LLC | 6,046 | $283.7K | 0.13% | −96−1.6% | Reduced |
| Mercer Global Advisors Inc | 6,238 | $292.7K | 0.00% | +895+16.8% | Added |
| New York State Common Retirement Fund | 6,434 | $301.9K | 0.00% | +2,200+52.0% | Added |
| Welch Group, LLC | 6,499 | $304.9K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,570 | $308.3K | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,570 | $308.3K | 0.00% | +990+17.7% | Added |
| Yorktown Management & Research Co Inc | 6,750 | $316.7K | 0.19% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 6,901 | $323.8K | 0.10% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 7,178 | $336.8K | 0.00% | +7,178 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,190 | $337.4K | 0.00% | +189+2.7% | Added |
| HHM Wealth Advisors, LLC | 7,332 | $344.0K | 0.03% | +2,250+44.3% | Added |
| CAP Partners, LLC | 7,910 | $371.1K | 0.18% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,915 | $371.4K | 0.00% | +7,915 | New |
| Cetera Investment Advisers | 8,353 | $391.9K | 0.00% | +9+0.1% | Added |
| Hillsdale Investment Management Inc. | 8,840 | $414.8K | 0.01% | +10+0.1% | Added |
| Aptus Capital Advisors, LLC | 9,029 | $423.7K | 0.00% | +1,419+18.6% | Added |
| Qube Research & Technologies Ltd | 9,031 | $423.7K | 0.00% | −104,717−92.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,226 | $432.9K | 0.01% | −11,049−54.5% | Reduced |
| HRT Financial LP | 9,317 | $437.0K | 0.00% | −6,984−42.8% | Reduced |
| MetLife Investment Management | 9,359 | $439.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,869 | $510.0K | 0.00% | −1,969−15.3% | Reduced |
| XTX Topco Ltd | 11,147 | $523.0K | 0.01% | +11,147 | New |
| Brooks, Moore & Associates, Inc. | 11,351 | $532.6K | 0.24% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 11,363 | $533.2K | 0.01% | −12,348−52.1% | Reduced |
| Evergreen Advisors, LLC | 11,862 | $556.6K | 0.12% | +26+0.2% | Added |
| Canada Pension Plan Investment Board | 12,200 | $572.4K | 0.00% | 00.0% | Unchanged |
| Agp Franklin, LLC | 12,355 | $579.7K | 0.25% | +649+5.5% | Added |
| Price T Rowe Associates Inc | 12,752 | $599.0K | 0.00% | +1,455+12.9% | Added |
| Geneos Wealth Management Inc. | 13,098 | $614.6K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,305 | $624.3K | 0.00% | +7,574+132.2% | Added |