SMBK · Company research
SmartFinancial, Inc. (SMBK): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5555 | 260641 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61309 | 2876601 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4759 | 223292 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115 | 5396 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1085393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 180329 | 8461037 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 1314 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15439 | 724398 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9226 | 432884 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7332 | 344018 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Evergreen Advisors, LLC | 1762294 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11862 | 556572 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15490 | 727 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63767 | 2991948 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14486 | 679683 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 679819 | 31897107 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15243 | 715202 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 798 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1417 | 66486 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 188 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19269 | 904091 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OCCUDO QUANTITATIVE STRATEGIES LP | 1819697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13457 | 631402 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Welch Group, LLC | 1443095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6499 | 304934 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| EntryPoint Capital, LLC | 1992519 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6570 | 308264 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95 | 4457 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6238 | 292687 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 6100 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10193 | 478256 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15400 | 722568 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15454 | 725102 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1996 | 93652 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48823 | 2290775 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| 1492 Capital Management LLC | 1584087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6901 | 323795 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 346492 | 16250 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BAILARD, INC. | 750641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21800 | 1022856 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| FEDERATED HERMES, INC. | 1056288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 571 | 26791 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6570 | 308264 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 47 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 182 | 8579 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 1689 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Semanteon Capital Management, LP | 1738809 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5356 | 251304 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PROFFITT & GOODSON INC | 1123812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 28152 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13918 | 653033 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 448667 | 21051456 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Private Capital Management, LLC | 1588456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 432512 | 20293448 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 2722 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| North Reef Capital Management LP | 1867831 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137089 | 6432216 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10041 | 214 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| DIVERSIFIED TRUST CO | 1479844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4387 | 205838 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1577 | 73993 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Ridgepath Capital Management LLC | 1943071 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6046 | 283678 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6434 | 301883 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27493 | 1289972 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15207 | 713513 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VIRTUS ADVISERS, LLC | 1587281 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4268 | 200255 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Continuum Advisory, LLC | 1846532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81 | 3801 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Transamerica Financial Advisors, LLC | 1502149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 802 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27315 | 1281635 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86995 | 4081805 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Yorktown Management & Research Co Inc | 1313559 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6750 | 316710 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24859 | 1166384 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Tripletail Wealth Management, LLC | 2079812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 970 | 45920 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53283 | 2500038 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4686 | 219865 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13305 | 624271 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65857 | 3090010 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 457060 | 21445255 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 985 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 263 | 12 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40423 | 1896654 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22681 | 1063739 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143495 | 6732785 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Fortitude Family Office, LLC | 1950506 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 1267 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8721 | 409189 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TRUIST FINANCIAL CORP | 92230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13294 | 623751 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9359 | 439124 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 1314 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13426 | 629948 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65649 | 3080251 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Stieven Capital Advisors, L.P. | 1388279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147534 | 6922295 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 313 | 14686 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20752 | 973684 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.