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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 8,353 | $391.9K | 0.00% | +9+0.1% | Added |
| Sequoia Financial Advisors, LLC | 7,915 | $371.4K | 0.00% | +7,915 | New |
| CAP Partners, LLC | 7,910 | $371.1K | 0.18% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7,332 | $344.0K | 0.03% | +2,250+44.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,190 | $337.4K | 0.00% | +189+2.7% | Added |
| Quadrature Capital Ltd | 7,178 | $336.8K | 0.00% | +7,178 | New |
| 1492 Capital Management LLC | 6,901 | $323.8K | 0.10% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 6,750 | $316.7K | 0.19% | 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 |
| Welch Group, LLC | 6,499 | $304.9K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,434 | $301.9K | 0.00% | +2,200+52.0% | Added |
| Mercer Global Advisors Inc | 6,238 | $292.7K | 0.00% | +895+16.8% | Added |
| Ridgepath Capital Management LLC | 6,046 | $283.7K | 0.13% | −96−1.6% | Reduced |
| Kestra Private Wealth Services, LLC | 5,563 | $261.0K | 0.00% | −952−14.6% | Reduced |
| Voleon Capital Management LP | 5,555 | $260.6K | 0.00% | −1,744−23.9% | Reduced |
| Rafferty Asset Management, LLC | 5,481 | $257.2K | 0.00% | −2,933−34.9% | Reduced |
| Vanguard Global Advisers, LLC | 5,470 | $256.7K | 0.00% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 5,356 | $251.3K | 1.13% | +5,356 | New |
| Wealth Preservation Advisors, LLC | 5,261 | $246.8K | 0.14% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,105 | $240.0K | 0.02% | +5,105 | New |
| Susquehanna Portfolio Strategies, LLC | 4,938 | $231.7K | 0.00% | −4,607−48.3% | Reduced |
| Manufacturers Life Insurance Company, The | 4,759 | $223.3K | 0.00% | +4,759 | New |
| Schonfeld Strategic Advisors LLC | 4,686 | $219.9K | 0.00% | +4,686 | New |
| Police & Firemen's Retirement System of New Jersey | 4,550 | $213.5K | 0.00% | +1,032+29.3% | Added |
| State Board of Administration of Florida Retirement System | 4,520 | $212.1K | 0.00% | +4,520 | New |
| Summit Global Investments | 4,509 | $212.0K | 0.01% | +4,509 | New |
| Diversified Trust Co | 4,387 | $205.8K | 0.00% | +4,387 | New |
| Commonwealth Equity Services, LLC | 4,334 | $203.4K | 0.00% | +4,334 | New |
| Virtus ETF Advisers LLC | 4,268 | $200.3K | 0.08% | +105+2.5% | Added |
| Voya Investment Management LLC | 4,266 | $200.2K | 0.00% | +4,266 | New |
| The PNC Financial Services Group, Inc. | 2,875 | $134.9K | 0.00% | +167+6.2% | Added |
| State of Alaska, Department of Revenue | 2,105 | $97.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,996 | $93.7K | 0.00% | +1,769+779.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,945 | $91.3K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,935 | $90.8K | 0.01% | +1,935 | New |
| US Bancorp | 1,915 | $89.9K | 0.00% | +1,907+23,837.5% | Added |
| Nisa Investment Advisors, LLC | 1,577 | $74.0K | 0.00% | +370+30.7% | Added |
| Legal & General Group Plc | 1,526 | $71.6K | 0.00% | +183+13.6% | Added |
| SRS Capital Advisors, Inc. | 1,507 | $70.7K | 0.00% | +1,322+714.6% | Added |
| Ameritas Investment Partners, Inc. | 1,417 | $66.5K | 0.00% | +202+16.6% | Added |
| Tower Research Capital LLC (TRC) | 1,258 | $59.0K | 0.00% | −1,144−47.6% | Reduced |
| Public Employees Retirement System of Ohio | 995 | $46.7K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 970 | $45.9K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 771 | $36.2K | 0.00% | +85+12.4% | Added |
| Royal Bank of Canada | 719 | $34.0K | 0.00% | +583+428.7% | Added |
| Versant Capital Management, Inc | 674 | $31.6K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 600 | $28.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 571 | $26.8K | 0.00% | +62+12.2% | Added |
| EverSource Wealth Advisors, LLC | 431 | $20.2K | 0.00% | −329−43.3% | Reduced |
| Advisor Group Holdings, Inc. | 340 | $16.0K | 0.00% | +317+1,378.3% | Added |
| Parallel Advisors, LLC | 313 | $14.7K | 0.00% | +313 | New |
| Pinnacle Wealth Planning Services, Inc. | 282 | $13.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 270 | $12.7K | 0.00% | +270 | New |
| Sterling Capital Management LLC | 267 | $12.5K | 0.00% | −166−38.3% | Reduced |
| Harbor Capital Advisors, Inc. | 263 | $12.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 214 | $10.0K | 0.00% | −615−74.2% | Reduced |
| UBS Asset Management Americas Inc | 208 | $9.76K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 182 | $8.58K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 156 | $7.32K | 0.00% | +42+36.8% | Added |
| Jones Financial Companies LLLP | 144 | $6.91K | 0.00% | −31−17.7% | Reduced |
| GAMMA Investing LLC | 130 | $6.10K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 115 | $5.40K | 0.00% | +35+43.8% | Added |
| Massmutual Trust Co FSB | 95 | $4.46K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 87 | $4.08K | 0.00% | −207−70.4% | Reduced |
| Continuum Advisory, LLC | 81 | $3.80K | 0.00% | +81 | New |
| Aster Capital Management (DIFC) Ltd | 75 | $3.52K | 0.00% | +75 | New |
| Farther Finance Advisors, LLC | 58 | $2.72K | 0.00% | +42+262.5% | Added |
| IFP Advisors, Inc | 47 | $2.21K | 0.00% | +12+34.3% | Added |
| Rothschild Investment LLC | 45 | $2.11K | 0.00% | +24+114.3% | Added |
| Optiver Holding B.V. | 36 | $1.69K | 0.00% | −112−75.7% | Reduced |
| Huntington National Bank | 32 | $1.50K | 0.00% | +6+23.1% | Added |
| Chilton Capital Management LLC | 28 | $1.31K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28 | $1.31K | 0.00% | +28 | New |
| Fortitude Family Office, LLC | 27 | $1.27K | 0.00% | +27 | New |
| True Wealth Design, LLC | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 21 | $985 | 0.00% | +4+23.5% | Added |
| Transamerica Financial Advisors, Inc. | 17 | $802 | 0.00% | +17 | New |
| Steward Partners Investment Advisory, LLC | 17 | $798 | 0.00% | +17 | New |
| Assetmark, Inc | 6 | $282 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 4 | $189 | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 1 | $47 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $47 | 0.00% | +1 | New |
| Covestor Ltd | 5 | $0 | 0.00% | −4−44.4% | Reduced |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −45,701−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,766−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,830−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −7,907−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,479−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −6,261−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −6,193−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −5,284−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −5,267−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |