SMARTFINANCIAL INC (SMBK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
174
Reporting holders
$497.7M
Reported value
62.2%
Of shares outstanding
0.0%
Held as options
+11
Holder change
Institutions report 10,631,454 shares against 17,098,473 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $68.9M | 1,468,195 | 0.00% | 8q | +14.3%+$8.6M |
| DIMENSIONAL FUND ADVISORS LP | $39.2M | 836,086 | 0.01% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $31.9M | 679,819 | 0.00% | 2q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $27.9M | 594,386 | 0.00% | 23q | -12.0%-$3.8M |
| STATE STREET CORP | $21.4M | 457,060 | 0.00% | 31q | +3.8%+$775.5K |
| AMERICAN CENTURY COMPANIES INC | $21.1M | 448,667 | 0.01% | 23q | +20.7%+$3.6M |
| Private Capital Management, LLC | $20.3M | 432,512 | 1.79% | 31q | +1.0%+$204.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $17.9M | 381,419 | 0.00% | 31q | +7.3%+$1.2M |
| First Eagle Investment Management, LLC | $15.0M | 319,339 | 0.03% | 4q | +42.5%+$4.5M |
| Cravens & Co Advisors, LLC | $10.3M | 220,400 | 6.94% | 15q | HELD |
| SALZHAUER MICHAEL | $9.9M | 211,013 | 3.39% | 31q | -0.8%-$77.7K |
| TWO SIGMA INVESTMENTS, LP | $8.8M | 188,433 | 0.01% | 22q | +10.9%+$870.3K |
| MORGAN STANLEY | $8.6M | 182,854 | 0.00% | 35q | +7.0%+$558.3K |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $8.5M | 180,329 | 0.34% | 2q | +6.2%+$496.8K |
| NORTHERN TRUST CORP | $7.2M | 152,895 | 0.00% | 31q | +5.8%+$391.7K |
| Stieven Capital Advisors, L.P. | $6.9M | 147,534 | 1.32% | 8q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $6.9M | 147,181 | 0.01% | 31q | -3.3%-$239.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.7M | 143,495 | 0.12% | 28q | +4.6%+$293.4K |
| North Reef Capital Management LP | $6.4M | 137,089 | 0.25% | 5q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.1M | 130,914 | 0.00% | 2q | +16.7%+$879.3K |
| ALLIANCEBERNSTEIN L.P. | $5.9M | 151,894 | 0.00% | 18q | +0.7%+$40.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.8M | 123,934 | 0.00% | 31q | +1.9%+$106.9K |
| Sixth Street Partners Management Company, L.P. | $5.8M | 123,934 | 0.00% | new | NEW |
| Nuveen, LLC | $5.3M | 112,734 | 0.00% | 6q | +16.3%+$741.3K |
| VANGUARD FIDUCIARY TRUST CO | $4.7M | 99,332 | 0.00% | 2q | +5.1%+$225.1K |
| BANC FUNDS CO LLC | $4.6M | 97,626 | 0.76% | 31q | -35.0%-$2.5M |
| JPMORGAN CHASE & CO | $4.4M | 94,236 | 0.00% | 31q | HELD |
| ZACKS INVESTMENT MANAGEMENT | $4.3M | 91,697 | 0.03% | 5q | +7.9%+$314.7K |
| Empowered Funds, LLC | $4.1M | 86,995 | 0.02% | 13q | +7.7%+$293.4K |
| Connor, Clark & Lunn Investment Management Ltd. | $4.1M | 86,330 | 0.01% | 8q | -7.8%-$341.0K |
| GOLDMAN SACHS GROUP INC | $3.8M | 80,568 | 0.00% | 31q | -38.0%-$2.3M |
| Bank of New York Mellon Corp | $3.7M | 79,830 | 0.00% | 31q | -1.1%-$41.7K |
| Russell Investments Group, Ltd. | $3.7M | 78,646 | 0.00% | 28q | -23.5%-$1.1M |
| MILLENNIUM MANAGEMENT LLC | $3.3M | 69,875 | 0.00% | 10q | -24.6%-$1.1M |
| PANAGORA ASSET MANAGEMENT INC | $3.1M | 65,649 | 0.01% | 12q | +2.5%+$74.9K |
| MARTINGALE ASSET MANAGEMENT L P | $3.1M | 65,317 | 0.07% | 27q | +21.5%+$541.8K |
| DEPRINCE RACE & ZOLLO INC | $3.0M | 64,702 | 0.05% | 12q | -49.3%-$3.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.0M | 63,767 | 0.00% | 8q | +26.6%+$628.1K |
| AQR CAPITAL MANAGEMENT LLC | $3.0M | 63,265 | 0.00% | 7q | +26.8%+$627.6K |
| Trexquant Investment LP | $2.9M | 62,217 | 0.02% | 2q | +168.2%+$1.8M |
| Elizabeth Park Capital Advisors, Ltd. | $2.8M | 59,042 | 1.91% | 20q | -7.8%-$234.6K |
| FIRST TRUST ADVISORS LP | $2.3M | 48,823 | 0.00% | 4q | +4.8%+$104.8K |
| RAYMOND JAMES FINANCIAL INC | $2.2M | 47,337 | 0.00% | 7q | HELD |
| STIFEL FINANCIAL CORP | $2.2M | 46,209 | 0.00% | 31q | -6.9%-$159.5K |
| REGIONS FINANCIAL CORP | $2.2M | 46,139 | 0.01% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $2.2M | 46,121 | 0.00% | 31q | -2.8%-$62.0K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2.1M | 43,844 | 0.01% | 6q | +4.2%+$83.3K |
| Rather & Kittrell, Inc. | $1.9M | 40,631 | 0.27% | 8q | +111.3%+$1.0M |
| D. E. Shaw & Co., Inc. | $1.7M | 36,712 | 0.00% | 4q | -13.7%-$274.0K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.6M | 34,938 | 0.10% | 30q | HELD |
| Quantinno Capital Management LP | $1.6M | 34,094 | 0.00% | 4q | +64.0%+$624.0K |
| CALDWELL SUTTER CAPITAL, INC. | $1.3M | 28,431 | 0.50% | 15q | HELD |
| Creative Planning | $1.3M | 27,897 | 0.00% | 8q | +8.7%+$104.9K |
| FRANKLIN RESOURCES INC | $1.3M | 27,646 | 0.00% | 7q | -11.9%-$174.6K |
| VICTORY CAPITAL MANAGEMENT INC | $1.3M | 27,600 | 0.00% | 31q | +2.8%+$35.2K |
| BNP PARIBAS FINANCIAL MARKETS | $1.1M | 23,636 | 0.00% | 31q | +31.4%+$264.9K |
| CAPTRUST FINANCIAL ADVISORS | $1.1M | 23,294 | 0.00% | 14q | +0.7%+$7.4K |
| CITADEL ADVISORS LLC | $1.1M | 23,139 | 0.00% | 3q | +130.7%+$615.1K |
| LBMC INVESTMENT ADVISORS, LLC | $1.1M | 23,048 | 0.06% | 31q | HELD |
| HSBC HOLDINGS PLC | $1.1M | 22,681 | 0.00% | 4q | +2.1%+$22.1K |
| BAILARD, INC. | $1.0M | 21,800 | 0.02% | 6q | +2.8%+$28.2K |
| Pinnacle Financial Partners, Inc. | $1.0M | 21,763 | 0.01% | 3q | HELD |
| FMR LLC | $980.2K | 20,891 | 0.00% | 18q | +258.9%+$707.1K |
| LeConte Wealth Management, LLC | $954.4K | 20,341 | 0.52% | 6q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $908.1K | 19,355 | 0.00% | 2q | +6.8%+$57.8K |
| RHUMBLINE ADVISERS | $904.1K | 19,269 | 0.00% | 31q | +5.1%+$44.2K |
| Invesco Ltd. | $868.1K | 18,501 | 0.00% | 30q | -21.1%-$231.6K |
| EQUITABLE TRUST CO | $822.7K | 17,535 | 0.03% | 30q | +52.8%+$284.3K |
| NewEdge Advisors, LLC | $804.2K | 17,140 | 0.00% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $751.6K | 16,018 | 0.05% | 18q | HELD |
| BARCLAYS PLC | $733.7K | 15,637 | 0.00% | 31q | -6.2%-$48.2K |
| Man Group plc | $725.1K | 15,454 | 0.00% | 2q | +13.9%+$88.5K |
| Squarepoint Ops LLC | $724.4K | 15,439 | 0.00% | 2q | +106.6%+$373.7K |
| STRS OHIO | $722.6K | 15,400 | 0.00% | 28q | -2.5%-$18.8K |
| DEUTSCHE BANK AG\ | $716.2K | 15,264 | 0.00% | 34q | +35.8%+$188.9K |
| Inspire Investing, LLC | $679.7K | 14,486 | 0.03% | 8q | +10.9%+$66.9K |
| TRUIST FINANCIAL CORP | $675.4K | 14,394 | 0.00% | 27q | HELD |
| CITIGROUP INC | $671.4K | 14,309 | 0.00% | 31q | +38.9%+$187.9K |
| STATE OF WISCONSIN INVESTMENT BOARD | $653.0K | 13,918 | 0.00% | 3q | +19.3%+$105.5K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $631.4K | 13,457 | 0.03% | 5q | +57.3%+$230.1K |
| WELLS FARGO & COMPANY/MN | $624.3K | 13,305 | 0.00% | 14q | +16.1%+$86.5K |
| Geneos Wealth Management Inc. | $614.6K | 13,098 | 0.01% | 7q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $585.4K | 12,476 | 0.00% | 2q | +133.5%+$334.7K |
| AGP FRANKLIN, LLC | $579.7K | 12,355 | 0.25% | 2q | +5.5%+$30.5K |
| CANADA PENSION PLAN INVESTMENT BOARD | $572.4K | 12,200 | 0.00% | 3q | HELD |
| Evergreen Advisors, LLC | $556.6K | 11,862 | 0.12% | 17q | HELD |
| KENNEDY CAPITAL MANAGEMENT LLC | $533.2K | 11,363 | 0.01% | 6q | -52.1%-$579.4K |
| BROOKS, MOORE & ASSOCIATES, INC. | $532.6K | 11,351 | 0.24% | 11q | HELD |
| XTX Topco Ltd | $523.0K | 11,147 | 0.01% | new | NEW |
| UBS Group AG | $510.0K | 10,869 | 0.00% | 31q | -15.3%-$92.4K |
| MetLife Investment Management, LLC | $439.1K | 9,359 | 0.00% | 21q | HELD |
| Y-Intercept (Hong Kong) Ltd | $432.9K | 9,226 | 0.01% | 2q | -54.5%-$518.4K |
| Qube Research & Technologies Ltd | $423.7K | 9,031 | 0.00% | 6q | -92.1%-$4.9M |
| Aptus Capital Advisors, LLC | $423.7K | 9,029 | 0.00% | 29q | +18.6%+$66.6K |
| Hillsdale Investment Management Inc. | $414.8K | 8,840 | 0.01% | 7q | HELD |
| Cetera Investment Advisers | $391.9K | 8,353 | 0.00% | 4q | HELD |
| Sequoia Financial Advisors, LLC | $371.4K | 7,915 | 0.00% | new | NEW |
| CAP Partners, LLC | $371.1K | 7,910 | 0.18% | 8q | HELD |
| HHM Wealth Advisors, LLC | $344.0K | 7,332 | 0.03% | 26q | +44.3%+$105.6K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $337.4K | 7,190 | 0.00% | 9q | +2.7%+$8.9K |
Showing the largest 100 of 185 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 174 | $497.7M | 10,631,454 | 26 | 72 | 33 | 0.0% |
| Q1 2026 | 163 | $401.5M | 10,289,790 | 19 | 45 | 38 | 0.0% |
| Q4 2025 | 154 | $374.2M | 10,111,772 | 17 | 47 | 40 | 0.0% |
| Q3 2025 | 147 | $337.7M | 9,404,606 | 20 | 40 | 46 | 0.0% |
| Q2 2025 | 139 | $318.9M | 9,441,067 | 18 | 48 | 42 | 0.0% |
| Q1 2025 | 128 | $295.3M | 9,501,234 | 14 | 32 | 47 | 0.0% |
| Q4 2024 | 120 | $291.7M | 9,412,978 | 21 | 42 | 27 | 0.0% |
| Q3 2024 | 109 | $270.5M | 9,282,086 | 18 | 32 | 28 | 0.0% |
| Q2 2024 | 95 | $213.1M | 9,004,367 | 11 | 29 | 26 | 0.0% |
| Q1 2024 | 88 | $174.5M | 8,281,139 | 5 | 28 | 21 | 0.0% |
| Q4 2023 | 91 | $197.8M | 8,084,376 | 7 | 30 | 23 | 0.0% |
| Q3 2023 | 83 | $163.8M | 7,664,317 | 4 | 20 | 23 | 0.0% |
| Q2 2023 | 82 | $163.2M | 7,588,015 | 4 | 26 | 24 | 0.0% |
| Q1 2023 | 79 | $175.1M | 7,567,670 | 9 | 28 | 19 | 0.0% |
| Q4 2022 | 73 | $175.1M | 6,368,582 | 7 | 29 | 13 | 0.0% |
| Q3 2022 | 92 | $185.3M | 7,501,366 | 2 | 28 | 21 | 0.0% |
| Q2 2022 | 96 | $179.6M | 7,432,137 | 7 | 30 | 28 | 0.0% |
| Q1 2022 | 96 | $188.1M | 7,354,182 | 6 | 24 | 31 | 0.0% |
| Q4 2021 | 95 | $201.2M | 7,356,625 | 5 | 31 | 26 | 0.0% |
| Q3 2021 | 92 | $179.4M | 6,913,362 | 9 | 26 | 31 | 0.0% |
| Q2 2021 | 89 | $162.6M | 6,785,749 | 12 | 26 | 27 | 0.0% |
| Q1 2021 | 85 | $145.5M | 6,689,275 | 8 | 24 | 28 | 0.4% |
| Q4 2020 | 82 | $116.8M | 6,388,972 | 9 | 32 | 20 | 0.7% |
| Q3 2020 | 75 | $84.7M | 6,190,539 | 10 | 20 | 24 | 0.7% |
| Q2 2020 | 82 | $102.8M | 6,352,881 | 8 | 30 | 17 | 0.0% |
| Q1 2020 | 79 | $95.2M | 6,261,931 | 5 | 26 | 20 | 0.0% |
| Q4 2019 | 83 | $152.2M | 6,434,509 | 14 | 33 | 11 | 0.0% |
| Q3 2019 | 73 | $118.3M | 5,678,922 | 9 | 24 | 15 | 0.0% |
| Q2 2019 | 69 | $122.4M | 5,643,672 | 7 | 27 | 17 | 0.0% |
| Q1 2019 | 69 | $102.9M | 5,444,147 | 8 | 25 | 14 | 0.0% |
| Q4 2018 | 67 | $92.4M | 5,066,242 | 2 | 0 | 2 | 0.0% |