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Equibles

SMBK

Smartfinancial Inc.

Company with tickers: SMBK

CIK
1038773
CUSIP
83190L208
Shares Outstanding
17,098,473
13F Activity (30d)
119 filings 115 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 174
Total Value: $424,018,471
Total Shares: 10,850,015
Showing 1–100 of 174 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 174 13F filers · Δ vs Dec 31, 2025
Top Holder
11.8%
Jun 2023 → Mar 2026 · range 8.9% – 16.2%
−0.1 pts
Top 5
36.1%
Jun 2023 → Mar 2026 · range 29.0% – 48.0%
−3.0 pts
Top 10
51.4%
Jun 2023 → Mar 2026 · range 45.5% – 68.2%
−1.4 pts
HHI
391
Jun 2023 → Mar 2026 · range 301 – 641
Broadly held−29

Quarterly Activity

vs Dec 31, 2025
New
23
Increased
56
Decreased
46
Sold Out
15
Unchanged
49
Holder count: +8
Institutional value: +7.9%
Shares held: +2.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega STATE STREET CORP +110,721 440,532
Large First Eagle Investment Management, LLC +71,872 224,039
Mega AMERICAN CENTURY COMPANIES INC +59,153 371,813
Mega TWO SIGMA INVESTMENTS, LP +45,226 169,884
Large ACADIAN ASSET MANAGEMENT LLC +36,217 284,179

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega JANE STREET GROUP, LLC −53,980 5,284
Mega WELLINGTON MANAGEMENT GROUP LLP −52,804 675,347
Small BANC FUNDS CO LLC −50,500 150,087
Small Private Capital Management, LLC −47,454 428,147
Mega CITADEL ADVISORS LLC −45,965 10,030

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 680,417 $26,590,696
Mid BASSWOOD CAPITAL MANAGEMENT, L.L.C. 169,740 $6,633,439
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 112,174 $4,383,759
Mega VANGUARD FIDUCIARY TRUST CO 94,534 $3,694,388
Large Trexquant Investment LP 23,196 $906,499

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 850,823 $31,471,941
Large TWO SIGMA ADVISERS, LP 61,900 $2,289,681
Mid ALGEBRIS (UK) LTD 58,316 $2,157,108
Large MARSHALL WACE, LLP 30,786 $1,138,773
Large Brandywine Global Investment Management, LLC 24,559 $908,437
Filter: New 23 Increased 56 Reduced 46 Sold out 15 Unchanged 49
Showing 100 of 174
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $50,200,483 11.84% 1,284,557
Mega DIMENSIONAL FUND ADVISORS LP $32,686,041 7.71% 836,388
Mega VANGUARD CAPITAL MANAGEMENT LLC $26,590,696 6.27% 680,417
Mega WELLINGTON MANAGEMENT GROUP LLP $26,392,558 6.22% 675,347
Mega STATE STREET CORP $17,215,990 4.06% 440,532
Small Private Capital Management, LLC $16,731,984 3.95% 428,147
Mega AMERICAN CENTURY COMPANIES INC $14,530,452 3.43% 371,813
Mega GEODE CAPITAL MANAGEMENT, LLC $13,887,507 3.28% 355,361
Large ACADIAN ASSET MANAGEMENT LLC $11,105,715 2.62% 284,179
Large First Eagle Investment Management, LLC $8,755,444 2.06% 224,039
Micro Cravens & Co Advisors, LLC $8,614,404 2.03% 220,430
Small SALZHAUER MICHAEL $8,311,143 1.96% 212,670
Mid CSM Advisors, LLC $6,689,519 1.58% 171,175
Mega MORGAN STANLEY $6,680,919 1.58% 170,955
Mega TWO SIGMA INVESTMENTS, LP $6,639,066 1.57% 169,884
Mid BASSWOOD CAPITAL MANAGEMENT, L.L.C. $6,633,439 1.56% 169,740
Large RENAISSANCE TECHNOLOGIES LLC $5,950,867 1.40% 152,274
Mega ALLIANCEBERNSTEIN L.P. $5,895,374 1.39% 150,854
Small BANC FUNDS CO LLC $5,865,399 1.38% 150,087
Small Stieven Capital Advisors, L.P. $5,753,904 1.36% 147,234
Mega NORTHERN TRUST CORP Bank $5,648,857 1.33% 144,546
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $5,363,417 1.26% 137,242
Mid North Reef Capital Management LP $5,357,399 1.26% 137,088
Mega GOLDMAN SACHS GROUP INC $5,075,436 1.20% 129,873
Mid DEPRINCE RACE & ZOLLO INC $4,991,453 1.18% 127,724
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $4,754,277 1.12% 121,655
Large Qube Research & Technologies Ltd $4,445,271 1.05% 113,748
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $4,383,759 1.03% 112,174
Large Russell Investments Group, Ltd. $4,019,141 0.95% 102,844
Mega Nuveen, LLC $3,788,179 0.89% 96,934
Mega VANGUARD FIDUCIARY TRUST CO Bank $3,694,388 0.87% 94,534
Mega JPMORGAN CHASE & CO $3,689,815 0.87% 94,417
Large Connor, Clark & Lunn Investment Management Ltd. $3,657,770 0.86% 93,597
Mega MILLENNIUM MANAGEMENT LLC $3,621,621 0.85% 92,672
Large ZACKS INVESTMENT MANAGEMENT $3,321,369 0.78% 84,989
Large Empowered Funds, LLC $3,155,397 0.74% 80,742
Mega Bank of New York Mellon Corp Bank $3,154,495 0.74% 80,719
Large PANAGORA ASSET MANAGEMENT INC $2,503,191 0.59% 64,053
Small Elizabeth Park Capital Advisors, Ltd. $2,502,761 0.59% 64,042
Mid MARTINGALE ASSET MANAGEMENT L P $2,101,292 0.50% 53,769
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $1,968,889 0.46% 50,381
Mega AQR CAPITAL MANAGEMENT LLC $1,949,659 0.46% 49,889
Large STIFEL FINANCIAL CORP $1,938,719 0.46% 49,609
Mega BANK OF AMERICA CORP /DE/ Bank $1,854,072 0.44% 47,443
Mega RAYMOND JAMES FINANCIAL INC $1,847,896 0.44% 47,285
Mega FIRST TRUST ADVISORS LP $1,820,737 0.43% 46,590
Mid REGIONS FINANCIAL CORP $1,803,112 0.43% 46,139
Large TUDOR INVESTMENT CORP ET AL $1,785,995 0.42% 45,701
Mega D. E. Shaw & Co., Inc. $1,662,932 0.39% 42,552
Large LOS ANGELES CAPITAL MANAGEMENT LLC $1,644,056 0.39% 42,069
Micro PATRIOT INVESTMENT MANAGEMENT GROUP, INC. $1,365,377 0.32% 34,938
Mega FRANKLIN RESOURCES INC $1,225,860 0.29% 31,368
Large NewEdge Advisors, LLC $1,150,085 0.27% 29,429
Small SlateStone Wealth, LLC $1,145,122 0.27% 29,302
Small CALDWELL SUTTER CAPITAL, INC. $1,111,083 0.26% 28,431
Mega VICTORY CAPITAL MANAGEMENT INC $1,049,298 0.25% 26,850
Large Creative Planning $1,002,870 0.24% 25,662
Mid KENNEDY CAPITAL MANAGEMENT LLC $926,625 0.22% 23,711
Mega Invesco Ltd. $915,916 0.22% 23,437
Large Trexquant Investment LP $906,499 0.21% 23,196
Large CAPTRUST FINANCIAL ADVISORS $904,193 0.21% 23,137
Small LBMC INVESTMENT ADVISORS, LLC $900,715 0.21% 23,048
Mega HSBC HOLDINGS PLC $867,927 0.20% 22,209
Mid Pinnacle Financial Partners, Inc. $850,498 0.20% 21,763
Mid BAILARD, INC. $828,496 0.20% 21,200
Large Quantinno Capital Management LP $812,629 0.19% 20,794
Micro LeConte Wealth Management, LLC $794,183 0.19% 20,322
Mid Y-Intercept (Hong Kong) Ltd $792,347 0.19% 20,275
Micro Rather & Kittrell, Inc. $751,586 0.18% 19,232
Mega RHUMBLINE ADVISERS $716,258 0.17% 18,328
Mega PRINCIPAL FINANCIAL GROUP INC $708,284 0.17% 18,124
Mega BNP PARIBAS ARBITRAGE, SA $703,049 0.17% 17,990
Mega BARCLAYS PLC $651,228 0.15% 16,664
Large HRT FINANCIAL LP $637,043 0.15% 16,301
Small SILVER OAK SECURITIES, INCORPORATED Broker-Dealer $625,983 0.15% 16,018
Large STRS OHIO $617,464 0.15% 15,800
Large Cambridge Investment Research Advisors, Inc. $569,708 0.13% 14,578
Large TRUIST FINANCIAL CORP $561,501 0.13% 14,368
Large SG Americas Securities, LLC Broker-Dealer $538,717 0.13% 13,785
Large Man Group plc $530,198 0.13% 13,567
Mid Geneos Wealth Management Inc. $511,869 0.12% 13,098
Mid Inspire Investing, LLC $510,423 0.12% 13,061
Mega UBS Group AG $501,708 0.12% 12,838
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $476,776 0.11% 12,200
Micro Evergreen Advisors, LLC $462,550 0.11% 11,836
Small AGP FRANKLIN, LLC $457,470 0.11% 11,706
Large STATE OF WISCONSIN INVESTMENT BOARD $456,063 0.11% 11,670
Mid EQUITABLE TRUST CO Bank $448,443 0.11% 11,475
Small BROOKS, MOORE & ASSOCIATES, INC. $443,597 0.10% 11,351
Mega PRICE T ROWE ASSOCIATES INC /MD/ $441,486 0.10% 11,297
Mega DEUTSCHE BANK AG\ Bank $439,219 0.10% 11,239
Large Point72 Asset Management, L.P. $420,735 0.10% 10,766
Mega CITIGROUP INC $402,718 0.09% 10,305
Mega CITADEL ADVISORS LLC $391,972 0.09% 10,030
Mid Susquehanna Portfolio Strategies, LLC $373,018 0.09% 9,545
Large MetLife Investment Management, LLC $365,749 0.09% 9,359
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $345,076 0.08% 8,830
Mid Hillsdale Investment Management Inc. $345,076 0.08% 8,830
Mid OCCUDO QUANTITATIVE STRATEGIES LP $334,251 0.08% 8,553
Large Rafferty Asset Management, LLC $328,819 0.08% 8,414

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