SmartfinancialSMBK
13F holders, Q2 2026 (June 30)184holders +9
24new positions
14sold out
5famous investors
$46.81avg. 13F price*
At the end of Q2 2026, 184 institutions reported holding Smartfinancial Inc. (SMBK) in their 13F filings, up 9 from Q1 2026. 24 opened new positions and 14 sold out. The largest holders were BlackRock, Inc. ($68.9M), Dimensional Fund Advisors LP ($39.2M) and Vanguard Capital Management LLC ($31.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Smartfinancial Inc.
- CUSIP
- 83190L208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $3.3M |
| Exits | 14 | $4.1M |
All 13F filers, Q1 2026 → Q2 2026: 878,505 shares bought and 600,424 shares sold, net +278,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 184 holders
| BlackRock, Inc. | 0.00% | Add +14.3% | 1,468,195 | $68.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.0% | 836,086 | $39.2M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.1% | 679,819 | $31.9M |
| Wellington Management Group LLP | 0.00% | Reduce -12.0% | 594,386 | $27.9M |
| State Street Corp. | 0.00% | Add +3.8% | 457,060 | $21.4M |
| American Century Companies Inc. | 0.01% | Add +20.7% | 448,667 | $21.1M |
| Private Capital Management, LLC | 1.85% | Add +1.0% | 432,512 | $20.3M |
| Geode Capital Management, LLC | 0.00% | Add +7.3% | 381,419 | $17.9M |
| Acadian Asset Management LLC | 0.02% | Add +21.9% | 346,492 | $16.3M |
| First Eagle Investment Management, LLC | 0.02% | Add +42.5% | 319,339 | $15.0M |
| Cravens & Co Advisors, LLC | 6.94% | Reduce -0.0% | 220,400 | $10.3M |
| Salzhauer Michael | 3.64% | Reduce -0.8% | 211,013 | $9.9M |
| Two Sigma Investments, LP | 0.01% | Add +10.9% | 188,433 | $8.8M |
| CSM Advisors, LLC | 0.18% | Add +7.5% | 184,035 | $8.6M |
| Morgan Stanley | 0.00% | Add +7.0% | 182,854 | $8.6M |
| Basswood Capital Management, L.L.C. | 0.36% | Add +6.2% | 180,329 | $8.5M |
| Northern Trust Corp. | 0.00% | Add +5.8% | 152,895 | $7.2M |
| Stieven Capital Advisors, L.P. | 1.32% | Add +0.2% | 147,534 | $6.9M |
| Renaissance Technologies | 0.01% | Reduce -3.3% | 147,181 | $6.9M |
| Bridgeway Capital Management, LLC | 0.12% | Add +4.6% | 143,495 | $6.7M |
| North Reef Capital Management LP | 0.25% | Add +0.0% | 137,089 | $6.4M |
| Vanguard Portfolio Management LLC | 0.00% | Add +16.7% | 130,914 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.7% | 151,894 | $5.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.9% | 123,934 | $5.8M |
| Nuveen, LLC | 0.00% | Add +16.3% | 112,734 | $5.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +5.1% | 99,332 | $4.7M |
| Banc Funds Co. LLC | 0.76% | Reduce -35.0% | 97,626 | $4.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 94,236 | $4.4M |
| Zacks Investment Management | 0.03% | Add +7.9% | 91,697 | $4.3M |
| Empowered Funds, LLC | 0.02% | Add +7.7% | 86,995 | $4.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -7.8% | 86,330 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.0% | 80,568 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 79,830 | $3.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -23.5% | 78,646 | $3.7M |
| Millennium Management | 0.00% | Reduce -24.6% | 69,875 | $3.3M |
| Panagora Asset Management Inc. | 0.01% | Add +2.5% | 65,649 | $3.1M |
| Martingale Asset Management L P | 0.07% | Add +21.5% | 65,317 | $3.1M |
| Deprince Race & Zollo Inc. | 0.05% | Reduce -49.3% | 64,702 | $3.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +26.6% | 63,767 | $3.0M |
| AQR Capital Management | 0.00% | Add +26.8% | 63,265 | $3.0M |
| Trexquant Investment LP | 0.02% | Add +168.2% | 62,217 | $2.9M |
| Elizabeth Park Capital Advisors, Ltd. | 1.91% | Reduce -7.8% | 59,042 | $2.8M |
| First Trust Advisors LP | 0.00% | Add +4.8% | 48,823 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 47,337 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -6.8% | 46,209 | $2.2M |
| Regions Financial Corp. | 0.01% | No change | 46,139 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -2.8% | 46,121 | $2.2M |
| Los Angeles Capital Management LLC | 0.01% | Add +4.2% | 43,844 | $2.1M |
| Rather & Kittrell, Inc. | 0.27% | Add +111.3% | 40,631 | $1.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -13.7% | 36,712 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 34,938 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +64.0% | 34,094 | $1.6M |
| SlateStone Wealth, LLC | 0.11% | No change | 29,302 | $1.4M |
| Caldwell Sutter Capital, Inc. | 0.50% | No change | 28,431 | $1.3M |
| Creative Planning | 0.00% | Add +8.7% | 27,897 | $1.3M |
| Franklin Resources Inc. | 0.00% | Reduce -11.9% | 27,646 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Add +2.8% | 27,600 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +31.4% | 23,636 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 23,294 | $1.1M |
| Citadel Advisors | 0.00% | Add +130.7% | 23,139 | $1.1M |
| LBMC Investment Advisors, LLC | 0.06% | No change | 23,048 | $1.1M |
| HSBC Holdings PLC | 0.00% | Add +2.1% | 22,681 | $1.1M |
| Bailard, Inc. | 0.02% | Add +2.8% | 21,800 | $1.0M |
| Pinnacle Financial Partners, Inc. | 0.01% | No change | 21,763 | $1.0M |
| FMR LLC | 0.00% | Add +258.9% | 20,891 | $980K |
| LeConte Wealth Management, LLC | 0.52% | Add +0.1% | 20,341 | $954K |
| Principal Financial Group Inc. | 0.00% | Add +6.8% | 19,355 | $908K |
| Rhumbline Advisers | 0.00% | Add +5.1% | 19,269 | $904K |
| Invesco Ltd. | 0.00% | Reduce -21.1% | 18,501 | $868K |
| Equitable Trust Co. | 0.03% | Add +52.8% | 17,535 | $823K |
| NewEdge Advisors, LLC | 0.00% | Reduce -41.8% | 17,140 | $804K |
| Silver Oak Securities, Incorporated | 0.05% | No change | 16,018 | $752K |
| Barclays PLC | 0.00% | Reduce -6.2% | 15,637 | $734K |
| SG Americas Securities, LLC | 0.00% | Add +12.4% | 15,490 | $727K |
| Man Group plc | 0.00% | Add +13.9% | 15,454 | $725K |
| Squarepoint Ops LLC | 0.00% | Add +106.6% | 15,439 | $724K |
| STRS Ohio | 0.00% | Reduce -2.5% | 15,400 | $723K |
| Deutsche Bank AG | 0.00% | Add +35.8% | 15,264 | $716K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 14,565 | $683K |
| Inspire Investing, LLC | 0.03% | Add +10.9% | 14,486 | $680K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 14,394 | $675K |
| Citigroup Inc. | 0.00% | Add +38.9% | 14,309 | $671K |
| State of Wisconsin Investment Board | 0.00% | Add +19.3% | 13,918 | $653K |
| Occudo Quantitative Strategies LP | 0.03% | Add +57.3% | 13,457 | $631K |
| Wells Fargo & Company | 0.00% | Add +132.2% | 13,305 | $624K |
| Geneos Wealth Management Inc. | 0.01% | No change | 13,098 | $615K |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.9% | 12,752 | $599K |
| Agp Franklin, LLC | 0.25% | Add +5.5% | 12,355 | $580K |
| Canada Pension Plan Investment Board | 0.00% | No change | 12,200 | $572K |
| Evergreen Advisors, LLC | 0.12% | Add +0.2% | 11,862 | $557K |
| Kennedy Capital Management LLC | 0.01% | Reduce -52.1% | 11,363 | $533K |
| Brooks, Moore & Associates, Inc. | 0.24% | No change | 11,351 | $533K |
| XTX Topco Ltd | 0.01% | New | 11,147 | $523K |
| UBS Group AG | 0.00% | Reduce -15.3% | 10,869 | $510K |
| MetLife Investment Management, LLC | 0.00% | No change | 9,359 | $439K |
| HRT Financial LP | 0.00% | Reduce -42.8% | 9,317 | $437K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -54.5% | 9,226 | $433K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -92.1% | 9,031 | $424K |
| Aptus Capital Advisors, LLC | 0.00% | Add +18.6% | 9,029 | $424K |
| Hillsdale Investment Management Inc. | 0.01% | Add +0.1% | 8,840 | $415K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 8,353 | $392K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 7,915 | $371K |
| CAP Partners, LLC | 0.18% | No change | 7,910 | $371K |
| HHM Wealth Advisors, LLC | 0.03% | Add +44.3% | 7,332 | $344K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.7% | 7,190 | $337K |
| Quadrature Capital Ltd | 0.00% | New | 7,178 | $337K |
| 1492 Capital Management LLC | 0.10% | No change | 6,901 | $324K |
| Yorktown Management & Research Co Inc | 0.19% | No change | 6,750 | $317K |
| EntryPoint Capital, LLC | 0.07% | No change | 6,570 | $308K |
| Engineers Gate Manager LP | 0.00% | Add +17.7% | 6,570 | $308K |
| Welch Group, LLC | 0.01% | No change | 6,499 | $305K |
| New York State Common Retirement Fund | 0.00% | Add +52.0% | 6,434 | $302K |
| Mercer Global Advisors Inc. | 0.00% | Add +16.8% | 6,238 | $293K |
| Ridgepath Capital Management LLC | 0.13% | Reduce -1.6% | 6,046 | $284K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -14.6% | 5,563 | $261K |
| Voleon Capital Management LP | 0.00% | Reduce -23.9% | 5,555 | $261K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -34.9% | 5,481 | $257K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 5,470 | $257K |
| Semanteon Capital Management, LP | 1.13% | New | 5,356 | $251K |
| Wealth Preservation Advisors, LLC | 0.14% | No change | 5,261 | $247K |
| Gsa Capital Partners LLP | 0.02% | New | 5,105 | $240K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | Reduce -48.3% | 4,938 | $232K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 4,759 | $223K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 4,686 | $220K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +29.3% | 4,550 | $213K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 4,520 | $212K |
| Summit Global Investments | 0.01% | New | 4,509 | $212K |
| Diversified Trust Co. | 0.00% | New | 4,387 | $206K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,334 | $203K |
| Virtus Advisers, LLC | 0.08% | Add +2.5% | 4,268 | $200K |
| Voya Investment Management LLC | 0.00% | New | 4,266 | $200K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.2% | 2,875 | $135K |
| State of Alaska, Department of Revenue | 0.00% | No change | 2,105 | $97K |
| Signaturefd, LLC | 0.00% | Add +779.3% | 1,996 | $94K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,945 | $91K |
| Kemnay Advisory Services Inc. | 0.01% | New | 1,935 | $91K |
| US Bancorp \de | 0.00% | Add +23837.5% | 1,915 | $90K |
| Nisa Investment Advisors, LLC | 0.00% | Add +30.6% | 1,577 | $74K |
| Legal & General Group Plc | 0.00% | Add +13.6% | 1,526 | $72K |
| Arax Advisory Partners | 0.00% | Add +714.6% | 1,507 | $71K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +16.6% | 1,417 | $66K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -47.6% | 1,258 | $59K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 995 | $47K |
| Tripletail Wealth Management, LLC | 0.05% | No change | 970 | $46K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +12.4% | 771 | $36K |
| Royal Bank of Canada | 0.00% | Add +428.7% | 719 | $34K |
| Versant Capital Management, Inc | 0.00% | No change | 674 | $32K |
| Proffitt & Goodson Inc. | 0.00% | No change | 600 | $28K |
| Federated Hermes, Inc. | 0.00% | Add +12.2% | 571 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -43.3% | 431 | $20K |
| Osaic Holdings, Inc. | 0.00% | Add +1378.3% | 340 | $16K |
| Parallel Advisors, LLC | 0.00% | New | 313 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 282 | $13K |
| Aquatic Capital Management LLC | 0.00% | New | 270 | $13K |
| Sterling Capital Management LLC | 0.00% | Reduce -38.3% | 267 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 263 | $12K |
| California State Teachers Retirement System | 0.00% | Reduce -74.2% | 214 | $10K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 208 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 182 | $9K |
| Allworth Financial LP | 0.00% | Add +36.8% | 156 | $7K |
| Jones Financial Companies LLLP | 0.00% | Reduce -17.7% | 144 | $7K |
| GAMMA Investing LLC | 0.00% | No change | 130 | $6K |
| Larson Financial Group LLC | 0.00% | Add +43.8% | 115 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 95 | $4K |
| Essential Partners LLC | 0.00% | Reduce -70.4% | 87 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 81 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 75 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +262.5% | 58 | $3K |
| IFP Advisors, Inc | 0.00% | Add +34.3% | 47 | $2K |
| Rothschild Investment LLC | 0.00% | Add +114.3% | 45 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -75.7% | 36 | $2K |
| Huntington National Bank | 0.00% | Add +23.1% | 32 | $2K |
| Fifth Third Bancorp | 0.00% | New | 28 | $1K |
| Chilton Capital Management LLC | 0.00% | No change | 28 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 27 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 25 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +23.5% | 21 | $985 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 17 | $802 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 17 | $798 |
| Assetmark, Inc. | 0.00% | No change | 6 | $282 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 4 | $189 |
| Clearstead Advisors, LLC | 0.00% | New | 1 | $47 |
| SJS Investment Consulting Inc. | 0.00% | New | 1 | $47 |
| Covestor Ltd | 0.00% | Reduce -44.4% | 5 | $0 |
"% of holder's portfolio" is SMBK's weight in each manager's 13F, not the share of Smartfinancial Inc. the manager owns.