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SmartFinancial (SMBK) Institutional Ownership

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$51.08 +1.22 (+2.45%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$51.00 -0.08 (-0.16%)
As of 10/2/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for SmartFinancial (NASDAQ:SMBK)

Current
Institutional Ownership
Percentage
58.78%
Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$49.97M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$21.95M
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SMBK Institutional Buying and Selling by Quarter

SmartFinancial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Sequoia Financial Advisors LLC7,915$371K0.0%N/A0.046%
9/9/2026Engineers Gate Manager LP6,570$308K0.0%+17.7%0.038%
9/9/2026NewEdge Advisors LLC17,140$804K0.0%-41.8%0.100%
9/9/2026Squarepoint Ops LLC15,439$724K0.0%+106.6%0.090%
8/19/2026Wellington Management Group LLP594,386$27.89M0.0%-12.0%3.476%
8/18/2026Public Employees Retirement System of Ohio995$47K0.0%N/A0.006%
8/6/2026Bank of New York Mellon Corp79,830$3.75M0.0%N/A0.467%
6/3/2026NewEdge Advisors LLC29,429$1.15M0.0%+10.4%0.172%
5/19/2026Bank of America Corp DE47,443$1.85M0.0%+147.6%0.277%
5/18/2026Empowered Funds LLC80,742$3.16M0.0%-7.2%0.472%
5/16/2026Quantinno Capital Management LP20,794$813K0.0%+90.3%0.122%
5/15/2026North Reef Capital Management LP137,088$5.36M0.2%+1.6%0.802%
5/14/2026Renaissance Technologies LLC152,274$5.95M0.0%-14.6%0.891%
5/13/2026First Trust Advisors LP46,590$1.82M0.0%+0.6%0.272%
5/8/2026PNC Financial Services Group Inc.2,708$106K0.0%+13.2%0.016%
5/7/2026Dimensional Fund Advisors LP836,388$32.69M0.0%-0.3%4.892%
5/5/2026Bank of New York Mellon Corp80,719$3.15M0.0%+14.9%0.472%
5/5/2026Hillsdale Investment Management Inc.8,830$345K0.0%+3,739.1%0.052%
5/4/2026Principal Financial Group Inc.18,124$708K0.0%N/A0.106%
4/30/2026Equitable Trust Co.11,475$448K0.0%+2.2%0.067%
4/27/2026Y Intercept Hong Kong Ltd20,275$792K0.0%N/A0.119%
4/24/2026Deprince Race & Zollo Inc.127,724$4.99M0.1%-3.3%0.747%
4/23/2026Inspire Investing LLC13,061$510K0.0%+3.1%0.076%
4/22/20261492 Capital Management LLC6,901$270K0.1%N/A0.040%
4/17/2026AGP Franklin LLC11,706$457K0.2%N/A0.068%
4/16/2026SG Americas Securities LLC13,785$539K0.0%-60.2%0.081%
3/20/2026Hsbc Holdings PLC22,325$825K0.0%+176.1%0.131%
2/19/2026Invesco Ltd.24,466$905K0.0%-7.0%0.144%
2/18/2026NewEdge Advisors LLC26,651$986K0.0%+107.9%0.157%
2/18/2026Empowered Funds LLC86,967$3.22M0.0%+10.6%0.511%
2/18/2026Zacks Investment Management78,575$2.91M0.0%+2.1%0.461%
2/18/2026Wellington Management Group LLP728,151$26.93M0.0%+12.5%4.276%
2/18/2026Susquehanna Portfolio Strategies LLC9,545$353K0.0%-15.9%0.056%
2/18/2026Tudor Investment Corp ET AL46,075$1.70M0.0%+127.3%0.271%
2/18/2026Polymer Capital Management US LLC9,336$345K0.0%N/A0.055%
2/18/2026Private Capital Management LLC475,601$17.59M1.6%-10.9%2.793%
2/18/2026Occudo Quantitative Strategies LP8,805$326K0.0%+51.2%0.052%
2/18/2026Millennium Management LLC83,402$3.09M0.0%+117.4%0.490%
2/18/2026Elizabeth Park Capital Advisors Ltd.73,891$2.73M2.3%-8.6%0.434%
2/18/2026Bridgeway Capital Management LLC143,467$5.31M0.1%+6.2%0.843%
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2/17/2026AQR Capital Management LLC47,159$1.74M0.0%-3.1%0.277%
2/17/2026North Reef Capital Management LP134,871$4.99M0.2%+59.5%0.792%
2/17/2026Price T Rowe Associates Inc. MD8,674$321K0.0%+13.1%0.051%
2/17/2026Russell Investments Group Ltd.100,369$3.71M0.0%+6.3%0.589%
2/17/2026State of Wisconsin Investment Board9,484$351K0.0%N/A0.056%
2/17/2026Kemnay Advisory Services Inc.664$25K0.0%N/A0.004%
2/16/2026Barclays PLC34,384$1.27M0.0%+18.5%0.202%
2/13/2026Marshall Wace LLP30,786$1.14M0.0%+436.5%0.181%
2/13/2026Stifel Financial Corp49,543$1.83M0.0%-10.5%0.291%
2/13/2026First Trust Advisors LP46,310$1.71M0.0%+2.5%0.272%
2/13/2026Charles Schwab Investment Management Inc.121,286$4.49M0.0%+0.9%0.712%
2/13/2026Police & Firemen s Retirement System of New Jersey3,518$130K0.0%-22.6%0.021%
2/13/2026State Street Corp329,811$12.20M0.0%-4.2%1.937%
2/13/2026Martingale Asset Management L P43,895$1.62M0.0%-19.4%0.258%
2/13/2026Wells Fargo & Company MN16,236$601K0.0%+50.8%0.095%
2/12/2026Jane Street Group LLC59,264$2.19M0.0%+143.5%0.348%
2/12/2026HRT Financial LP19,566$723K0.0%+63.0%0.115%
2/12/2026Lbmc Investment Advisors LLC23,048$853K0.1%-47.5%0.135%
2/12/2026Renaissance Technologies LLC178,374$6.60M0.0%+3.2%1.048%
2/12/2026Dimensional Fund Advisors LP838,797$31.03M0.0%+0.3%4.926%
2/12/2026Nuveen LLC125,081$4.63M0.0%+25.9%0.735%
2/11/2026CSM Advisors LLC172,230$6.37M0.2%+0.1%1.011%
2/11/2026Empowered Funds LLC86,967$3.22M0.0%+10.6%0.511%
2/11/2026Franklin Resources Inc.16,267$602K0.0%+64.3%0.096%
2/11/2026Brandywine Global Investment Management LLC24,559$908K0.0%-3.2%0.144%
2/11/2026JPMorgan Chase & Co.93,307$3.45M0.0%+41.5%0.548%
2/11/2026Los Angeles Capital Management LLC39,803$1.40M0.0%-7.5%0.234%
2/10/2026Goldman Sachs Group Inc.163,240$6.04M0.0%+55.9%0.959%
2/9/2026Geode Capital Management LLC338,194$12.51M0.0%-0.5%1.986%
2/6/2026EverSource Wealth Advisors LLC769$28K0.0%-48.7%0.005%
2/6/2026Stieven Capital Advisors L.P.147,734$5.47M1.0%-0.2%0.868%
2/6/2026Algebris UK Ltd.58,316$2.16M0.1%N/A0.342%
2/5/2026Evergreen Advisors LLC11,812$437K0.1%N/A0.069%
2/4/2026Bailard Inc.21,200$784K0.0%+3.3%0.125%
2/4/2026First Eagle Investment Management LLC152,167$5.63M0.0%+375.5%0.894%
2/3/2026Equitable Trust Co.11,225$415K0.0%-9.1%0.066%
2/2/2026Truist Financial Corp14,344$531K0.0%-25.8%0.084%
2/2/2026Strs Ohio15,800$584K0.0%-4.8%0.093%
1/30/2026R Squared Ltd8,875$328K0.2%-47.3%0.052%
1/28/2026Rather & Kittrell Inc.19,232$711K0.1%-2.4%0.113%
1/23/2026State of Alaska Department of Revenue2,105$77K0.0%+209.1%0.012%
1/23/2026Deprince Race & Zollo Inc.132,067$4.89M0.1%+14.1%0.776%
1/20/2026Harbor Capital Advisors Inc.5,860$217K0.0%+5.8%0.034%
1/15/2026LeConte Wealth Management LLC20,322$752K0.5%+4.3%0.119%
1/9/2026SG Americas Securities LLC34,607$1.28M0.0%+801.7%0.203%
1/1/2026JPMorgan Chase & Co.65,927$2.36M0.0%-11.1%0.387%
1/1/2026Tudor Investment Corp ET AL20,267$724K0.0%N/A0.119%
12/9/2025Tudor Investment Corp ET AL20,267$724K0.0%N/A0.119%
11/17/2025Kestra Private Wealth Services LLC6,488$232K0.0%N/A0.038%
11/17/2025NewEdge Advisors LLC12,817$458K0.0%-3.2%0.075%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
11/17/2025Virtus Advisers LLC4,163$149K0.1%N/A0.024%
11/17/2025Private Capital Management LLC533,816$19.07M1.7%-0.7%3.135%
11/17/2025Qube Research & Technologies Ltd63,519$2.27M0.0%+134.9%0.373%
11/17/2025PMC FIG Opportunities LLC23,124$826K1.2%-59.4%0.136%
11/17/2025North Reef Capital Management LP84,570$3.02M0.1%+83.4%0.497%
11/17/2025Millennium Management LLC38,363$1.37M0.0%-3.8%0.225%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,679$239K0.0%-16.1%0.039%
11/17/2025CSM Advisors LLC171,980$6.14M0.2%-3.2%1.010%
11/17/2025Bank of America Corp DE15,142$541K0.0%-11.2%0.089%
11/17/2025Boothbay Fund Management LLC44,391$1.59M0.0%-39.5%0.261%


SMBK Institutional Ownership - Frequently Asked Questions

During the previous two years, 138 institutional investors and hedge funds held shares of SmartFinancial. The most heavily invested institutionals were Dimensional Fund Advisors LP ($32.69M), Vanguard Group Inc. ($30.26M), Wellington Management Group LLP ($27.89M), Private Capital Management LLC ($17.59M), Geode Capital Management LLC ($12.51M), State Street Corp ($12.20M), and Banc Funds Co. LLC ($11.23M).Learn more on SmartFinancial's institutional investors.

58.78% of SmartFinancial's stock is owned by institutional investors. Learn more on SMBK's institutional investor holdings.

Of the 115 institutional investors that purchased SmartFinancial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($479.21K), CSM Advisors LLC ($177.84K), Hillsdale Investment Management Inc. ($164.83K), Stieven Capital Advisors L.P. ($154.13K), First Eagle Investment Management LLC ($152.17K), Connor Clark & Lunn Investment Management Ltd. ($103.84K), and Nuveen LLC ($96.42K).

Institutional investors have bought a total of 1,331,705 shares in the last 24 months. This purchase volume represents approximately $49.97M in transactions.

Of the 47 institutional investors that sold SmartFinancial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($80.96K), Private Capital Management LLC ($61.85K), Cravens & Co Advisors LLC ($59.24K), Hillsdale Investment Management Inc. ($57.55K), PMC FIG Opportunities LLC ($33.82K), Boothbay Fund Management LLC ($29.03K), and Renaissance Technologies LLC ($26.10K).

Institutional investors have sold a total of 574,615 shares in the last 24 months. This volume of shares sold represents approximately $21.95M in transactions.


Related Companies

Institutional ownership data for NASDAQ:SMBK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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