SmartfinancialSMBK
13F holders, Q1 2026 (March 31)175holders +9
20new positions
11sold out
7famous investors
$39.05avg. 13F price*
At the end of Q1 2026, 175 institutions reported holding Smartfinancial Inc. (SMBK) in their 13F filings, up 9 from Q4 2025. 20 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($50.2M), Dimensional Fund Advisors LP ($32.7M) and Vanguard Capital Management LLC ($26.6M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Smartfinancial Inc.
- CUSIP
- 83190L208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $12.4M |
| Exits | 11 | $4.2M |
All 13F filers, Q4 2025 → Q1 2026: 867,657 shares bought and 595,086 shares sold, net +272,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| BlackRock, Inc. | 0.00% | Add +1.6% | 1,284,557 | $50.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.3% | 836,388 | $32.7M |
| Vanguard Capital Management LLC | 0.00% | — | 680,417 | $26.6M |
| Wellington Management Group LLP | 0.00% | Reduce -7.3% | 675,347 | $26.4M |
| State Street Corp. | 0.00% | Add +33.6% | 440,532 | $17.2M |
| Private Capital Management, LLC | 1.71% | Reduce -10.0% | 428,147 | $16.7M |
| American Century Companies Inc. | 0.01% | Add +18.9% | 371,813 | $14.5M |
| Geode Capital Management, LLC | 0.00% | Add +5.1% | 355,361 | $13.9M |
| Acadian Asset Management LLC | 0.02% | Add +14.6% | 284,179 | $11.1M |
| First Eagle Investment Management, LLC | 0.01% | Add +47.2% | 224,039 | $8.8M |
| Cravens & Co Advisors, LLC | 5.60% | No change | 220,430 | $8.6M |
| Salzhauer Michael | 3.92% | Reduce -5.9% | 212,670 | $8.3M |
| CSM Advisors, LLC | 0.16% | Reduce -0.6% | 171,175 | $6.7M |
| Morgan Stanley | 0.00% | Add +1.1% | 170,955 | $6.7M |
| Two Sigma Investments, LP | 0.01% | Add +36.3% | 169,884 | $6.6M |
| Basswood Capital Management, L.L.C. | 0.34% | New | 169,740 | $6.6M |
| Renaissance Technologies | 0.01% | Reduce -14.6% | 152,274 | $6.0M |
| Banc Funds Co. LLC | 1.09% | Reduce -25.2% | 150,087 | $5.9M |
| Stieven Capital Advisors, L.P. | 1.23% | Reduce -0.3% | 147,234 | $5.8M |
| Northern Trust Corp. | 0.00% | Add +5.6% | 144,546 | $5.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.0% | 150,854 | $5.6M |
| Bridgeway Capital Management, LLC | 0.11% | Reduce -4.3% | 137,242 | $5.4M |
| North Reef Capital Management LP | 0.18% | Add +1.6% | 137,088 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.4% | 129,873 | $5.1M |
| Deprince Race & Zollo Inc. | 0.09% | Reduce -3.3% | 127,724 | $5.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.3% | 121,655 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +10.0% | 113,748 | $4.4M |
| Vanguard Portfolio Management LLC | 0.00% | — | 112,174 | $4.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +2.5% | 102,844 | $4.0M |
| Nuveen, LLC | 0.00% | Reduce -22.5% | 96,934 | $3.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 94,534 | $3.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -4.7% | 93,597 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 94,417 | $3.7M |
| Millennium Management | 0.00% | Add +11.1% | 92,672 | $3.6M |
| Zacks Investment Management | 0.03% | Add +8.2% | 84,989 | $3.3M |
| Empowered Funds, LLC | 0.02% | Reduce -7.2% | 80,742 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +14.9% | 80,719 | $3.2M |
| Panagora Asset Management Inc. | 0.01% | Add +1.0% | 64,053 | $2.5M |
| Elizabeth Park Capital Advisors, Ltd. | 1.93% | Reduce -13.3% | 64,042 | $2.5M |
| Martingale Asset Management L P | 0.05% | Add +22.5% | 53,769 | $2.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 50,381 | $2.0M |
| AQR Capital Management | 0.00% | Add +5.8% | 49,889 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 49,609 | $1.9M |
| Bank of America Corp. | 0.00% | Add +147.6% | 47,443 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +282.6% | 47,285 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +0.6% | 46,590 | $1.8M |
| Regions Financial Corp. | 0.01% | No change | 46,139 | $1.8M |
| Tudor Investment Corporation | 0.01% | Reduce -0.8% | 45,701 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -14.4% | 42,552 | $1.7M |
| Los Angeles Capital Management LLC | 0.01% | Add +5.7% | 42,069 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.09% | No change | 34,938 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +92.8% | 31,368 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +10.4% | 29,429 | $1.2M |
| SlateStone Wealth, LLC | 0.09% | No change | 29,302 | $1.1M |
| Caldwell Sutter Capital, Inc. | 0.45% | No change | 28,431 | $1.1M |
| Victory Capital Management Inc. | 0.00% | No change | 26,850 | $1.0M |
| Creative Planning | 0.00% | Add +8.2% | 25,662 | $1.0M |
| Kennedy Capital Management LLC | 0.02% | No change | 23,711 | $927K |
| Invesco Ltd. | 0.00% | Reduce -4.2% | 23,437 | $916K |
| Trexquant Investment LP | 0.01% | New | 23,196 | $907K |
| Captrust Financial Advisors | 0.00% | Reduce -19.5% | 23,137 | $904K |
| LBMC Investment Advisors, LLC | 0.05% | No change | 23,048 | $901K |
| HSBC Holdings PLC | 0.00% | Reduce -0.5% | 22,209 | $864K |
| Pinnacle Financial Partners, Inc. | 0.01% | No change | 21,763 | $850K |
| Bailard, Inc. | 0.02% | No change | 21,200 | $828K |
| Quantinno Capital Management LP | 0.00% | Add +90.3% | 20,794 | $813K |
| LeConte Wealth Management, LLC | 0.51% | No change | 20,322 | $794K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 20,275 | $792K |
| Rather & Kittrell, Inc. | 0.12% | No change | 19,232 | $752K |
| Rhumbline Advisers | 0.00% | Reduce -0.8% | 18,328 | $716K |
| Principal Financial Group Inc. | 0.00% | New | 18,124 | $708K |
| BNP Paribas Financial Markets | 0.00% | Add +3.0% | 17,990 | $703K |
| Barclays PLC | 0.00% | Reduce -51.5% | 16,664 | $651K |
| HRT Financial LP | 0.00% | Reduce -16.7% | 16,301 | $637K |
| Silver Oak Securities, Incorporated | 0.05% | No change | 16,018 | $626K |
| STRS Ohio | 0.00% | No change | 15,800 | $617K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 14,578 | $570K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 14,368 | $562K |
| SG Americas Securities, LLC | 0.00% | Reduce -60.2% | 13,785 | $539K |
| Man Group plc | 0.00% | New | 13,567 | $530K |
| Geneos Wealth Management Inc. | 0.01% | No change | 13,098 | $512K |
| Inspire Investing, LLC | 0.03% | Add +3.1% | 13,061 | $510K |
| UBS Group AG | 0.00% | Reduce -14.4% | 12,838 | $502K |
| Canada Pension Plan Investment Board | 0.00% | No change | 12,200 | $477K |
| Evergreen Advisors, LLC | 0.11% | Add +0.2% | 11,836 | $463K |
| Agp Franklin, LLC | 0.23% | New | 11,706 | $457K |
| State of Wisconsin Investment Board | 0.00% | Add +23.1% | 11,670 | $456K |
| Equitable Trust Co. | 0.02% | Add +2.2% | 11,475 | $448K |
| Brooks, Moore & Associates, Inc. | 0.22% | No change | 11,351 | $444K |
| T. Rowe Price Associates Inc. | 0.00% | Add +30.2% | 11,297 | $442K |
| Deutsche Bank AG | 0.00% | Add +17.8% | 11,239 | $439K |
| Point72 Asset Management | 0.00% | Reduce -33.1% | 10,766 | $421K |
| Citigroup Inc. | 0.00% | Add +262.1% | 10,305 | $403K |
| Citadel Advisors | 0.00% | Reduce -82.1% | 10,030 | $392K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 9,545 | $373K |
| MetLife Investment Management, LLC | 0.00% | Add +8.7% | 9,359 | $366K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -2.9% | 8,553 | $359K |
| Hillsdale Investment Management Inc. | 0.01% | Add +3739.1% | 8,830 | $345K |
| Susquehanna International Group, LLP | 0.00% | New | 8,830 | $345K |
| Rafferty Asset Management, LLC | 0.00% | New | 8,414 | $329K |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 8,344 | $326K |
| CAP Partners, LLC | 0.17% | No change | 7,910 | $309K |
| Polymer Capital Management (US) LLC | 0.05% | Reduce -15.3% | 7,907 | $309K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 7,610 | $297K |
| Squarepoint Ops LLC | 0.00% | New | 7,474 | $292K |
| Voleon Capital Management LP | 0.01% | Add +2.2% | 7,299 | $285K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.8% | 7,001 | $274K |
| 1492 Capital Management LLC | 0.10% | New | 6,901 | $270K |
| Yorktown Management & Research Co Inc | 0.22% | No change | 6,750 | $264K |
| EntryPoint Capital, LLC | 0.08% | No change | 6,570 | $257K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.2% | 6,515 | $255K |
| Welch Group, LLC | 0.01% | No change | 6,499 | $254K |
| Algert Global LLC | 0.00% | New | 6,479 | $253K |
| Tennessee Valley Asset Management Partners | 0.03% | No change | 6,261 | $245K |
| VARCOV Co. | 0.09% | New | 6,193 | $242K |
| Ridgepath Capital Management LLC | 0.12% | Reduce -0.8% | 6,142 | $240K |
| FMR LLC | 0.00% | Add +25.5% | 5,821 | $227K |
| Wells Fargo & Company | 0.00% | Reduce -64.7% | 5,731 | $224K |
| Engineers Gate Manager LP | 0.00% | New | 5,580 | $218K |
| Vanguard Global Advisers, LLC | 0.00% | — | 5,470 | $214K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,343 | $209K |
| Jane Street Group, LLC | 0.00% | Reduce -91.1% | 5,284 | $206K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 5,267 | $206K |
| Wealth Preservation Advisors, LLC | 0.17% | Reduce -24.3% | 5,261 | $206K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 5,082 | $199K |
| New York State Common Retirement Fund | 0.00% | No change | 4,234 | $165K |
| Virtus Advisers, LLC | 0.08% | No change | 4,163 | $163K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,518 | $137K |
| Cwm, LLC | 0.00% | Add +1.4% | 2,957 | $116K |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.2% | 2,708 | $106K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +465.2% | 2,402 | $94K |
| State of Alaska, Department of Revenue | 0.00% | No change | 2,105 | $81K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,945 | $76K |
| Legal & General Group Plc | 0.00% | Reduce -2.0% | 1,343 | $52K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,215 | $47K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,207 | $47K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 995 | $39K |
| Tripletail Wealth Management, LLC | 0.05% | No change | 970 | $38K |
| California State Teachers Retirement System | 0.00% | Reduce -7.4% | 829 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -1.2% | 760 | $30K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +17.7% | 686 | $27K |
| Advisory Services Network, LLC | 0.00% | New | 679 | $27K |
| Versant Capital Management, Inc | 0.00% | No change | 674 | $26K |
| Proffitt & Goodson Inc. | 0.00% | No change | 600 | $23K |
| Federated Hermes, Inc. | 0.00% | Reduce -94.3% | 509 | $20K |
| Sterling Capital Management LLC | 0.00% | Reduce -39.5% | 433 | $17K |
| Essential Partners LLC | 0.00% | Add +0.3% | 294 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 282 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -95.5% | 263 | $10K |
| Signaturefd, LLC | 0.00% | No change | 227 | $9K |
| Quadrant Capital Group LLC | 0.00% | No change | 221 | $9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.5% | 208 | $8K |
| Arax Advisory Partners | 0.00% | Reduce -3.6% | 185 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 182 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 175 | $7K |
| Optiver Holding B.V. | 0.00% | Add +5.7% | 148 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 130 | $5K |
| Royal Bank of Canada | 0.00% | Reduce -65.5% | 136 | $5K |
| Allworth Financial LP | 0.00% | Add +44.3% | 114 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 95 | $4K |
| Simplex Trading, LLC | 0.00% | Reduce -16.2% | 93 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 80 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 35 | $1K |
| Chilton Capital Management LLC | 0.00% | No change | 28 | $1K |
| Huntington National Bank | 0.00% | No change | 26 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 25 | $977 |
| Osaic Holdings, Inc. | 0.00% | Reduce -93.5% | 23 | $899 |
| Rothschild Investment LLC | 0.00% | Add +23.5% | 21 | $821 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 17 | $664 |
| Farther Finance Advisors, LLC | 0.00% | No change | 16 | $629 |
| MAI Capital Management | 0.00% | Add +85.7% | 13 | $509 |
| Root Financial Partners, LLC | 0.00% | New | 13 | $508 |
| US Bancorp \de | 0.00% | New | 8 | $313 |
| Assetmark, Inc. | 0.00% | No change | 6 | $234 |
| Covestor Ltd | 0.00% | Reduce -71.0% | 9 | $0 |
"% of holder's portfolio" is SMBK's weight in each manager's 13F, not the share of Smartfinancial Inc. the manager owns.