SMARTFINANCIAL INC. (SMBK) — Institutional Holders, Q2 2026
185 institutional investment managers reported a SMBK position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $520.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SMBK in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BlackRockAdded · +183,638 sh+$8.6M
- First Eagle Investment ManagementAdded · +95,300 sh+$4.5M
- AMERICAN CENTURY COMPANIESAdded · +76,854 sh+$3.6M
- ACADIAN ASSET MANAGEMENTAdded · +62,313 sh+$2.9M
- Trexquant InvestmentAdded · +39,021 sh+$1.8M
Biggest sellers
- Qube Research & Technologies LtdTrimmed · -104,717 sh-$4.9M
- WELLINGTON MANAGEMENT GROUP LLPTrimmed · -80,961 sh-$3.8M
- DEPRINCE RACE & ZOLLOTrimmed · -63,022 sh-$3.0M
- BANC FUNDSTrimmed · -52,461 sh-$2.5M
- GOLDMAN SACHS GROUPTrimmed · -49,305 sh-$2.3M
SMBK 13F holders ranked 1–100 of 185
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 1,468,195 sh | 1,468,195 | $68.9M | <0.01% | +14.3% |
| 2 | DIMENSIONAL FUND ADVISORS#2 · 836,086 sh | 836,086 | $39.2M | <0.01% | 0.0% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 679,819 sh | 679,819 | $31.9M | <0.01% | -0.1% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP#4 · 594,386 sh | 594,386 | $27.9M | <0.01% | -12.0% |
| 5 | STATE STREET#5 · 457,060 sh | 457,060 | $21.4M | <0.01% | +3.8% |
| 6 | AMERICAN CENTURY COMPANIES#6 · 448,667 sh | 448,667 | $21.1M | <0.01% | +20.7% |
| 7 | Private Capital Management#7 · 432,512 sh | 432,512 | $20.3M | 1.79% | +1.0% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 381,419 sh | 381,419 | $17.9M | <0.01% | +7.3% |
| 9 | ACADIAN ASSET MANAGEMENT#9 · 346,492 sh | 346,492 | $16.3M | 0.02% | +21.9% |
| 10 | First Eagle Investment Management#10 · 319,339 sh | 319,339 | $15.0M | 0.03% | +42.5% |
| 11 | Cravens & Advisors#11 · 220,400 sh | 220,400 | $10.3M | — | 0.0% |
| 12 | SALZHAUER MICHAEL#12 · 211,013 sh | 211,013 | $9.9M | 3.39% | -0.8% |
| 13 | TWO SIGMA INVESTMENTS#13 · 188,433 sh | 188,433 | $8.8M | <0.01% | +10.9% |
| 14 | CSM Advisors#14 · 184,035 sh | 184,035 | $8.6M | 0.18% | +7.5% |
| 15 | MORGAN STANLEY#15 · 182,854 sh | 182,854 | $8.6M | <0.01% | +7.0% |
| 16 | BASSWOOD CAPITAL MANAGEMENT, L.L.C.#16 · 180,329 sh | 180,329 | $8.5M | 0.34% | +6.2% |
| 17 | NORTHERN#17 · 152,895 sh | 152,895 | $7.2M | <0.01% | +5.8% |
| 18 | Stieven Capital Advisors, L.P.#18 · 147,534 sh | 147,534 | $6.9M | 1.32% | +0.2% |
| 19 | RENAISSANCE TECHNOLOGIES#19 · 147,181 sh | 147,181 | $6.9M | <0.01% | -3.3% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT#20 · 143,495 sh | 143,495 | $6.7M | 0.12% | +4.6% |
| 21 | North Reef Capital Management#21 · 137,089 sh | 137,089 | $6.4M | 0.25% | 0.0% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT#22 · 130,914 sh | 130,914 | $6.1M | <0.01% | +16.7% |
| 23 | ALLIANCEBERNSTEIN L.P.#23 · 151,894 sh | 151,894 | $5.9M | <0.01% | +0.7% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT#24 · 123,934 sh | 123,934 | $5.8M | <0.01% | +1.9% |
| 25 | Nuveen#25 · 112,734 sh | 112,734 | $5.3M | <0.01% | +16.3% |
| 26 | VANGUARD FIDUCIARY#26 · 99,332 sh | 99,332 | $4.7M | <0.01% | +5.1% |
| 27 | BANC FUNDS#27 · 97,626 sh | 97,626 | $4.6M | 0.76% | -35.0% |
| 28 | JPMORGAN CHASE#28 · 94,236 sh | 94,236 | $4.4M | <0.01% | -0.2% |
| 29 | ZACKS INVESTMENT MANAGEMENT#29 · 91,697 sh | 91,697 | $4.3M | 0.03% | +7.9% |
| 30 | Empowered Funds#30 · 86,995 sh | 86,995 | $4.1M | 0.02% | +7.7% |
| 31 | Connor, Clark & Lunn Investment Management Ltd.#31 · 86,330 sh | 86,330 | $4.1M | <0.01% | -7.8% |
| 32 | GOLDMAN SACHS GROUP#32 · 80,568 sh | 80,568 | $3.8M | <0.01% | -38.0% |
| 33 | Bank of New York Mellon#33 · 79,830 sh | 79,830 | $3.7M | <0.01% | -1.1% |
| 34 | Russell Investments Group, Ltd.#34 · 78,646 sh | 78,646 | $3.7M | <0.01% | -23.5% |
| 35 | MILLENNIUM MANAGEMENT#35 · 69,875 sh | 69,875 | $3.3M | <0.01% | -24.6% |
| 36 | PANAGORA ASSET MANAGEMENT#36 · 65,649 sh | 65,649 | $3.1M | <0.01% | +2.5% |
| 37 | MARTINGALE ASSET MANAGEMENT L P#37 · 65,317 sh | 65,317 | $3.1M | 0.07% | +21.5% |
| 38 | DEPRINCE RACE & ZOLLO#38 · 64,702 sh | 64,702 | $3.0M | — | -49.3% |
| 39 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#39 · 63,767 sh | 63,767 | $3.0M | <0.01% | +26.6% |
| 40 | AQR CAPITAL MANAGEMENT#40 · 63,265 sh | 63,265 | $3.0M | <0.01% | +26.8% |
| 41 | Trexquant Investment#41 · 62,217 sh | 62,217 | $2.9M | 0.02% | +168.2% |
| 42 | Elizabeth Park Capital Advisors, Ltd.#42 · 59,042 sh | 59,042 | $2.8M | 1.91% | -7.8% |
| 43 | FIRST ADVISORS#43 · 48,823 sh | 48,823 | $2.3M | <0.01% | +4.8% |
| 44 | RAYMOND JAMES FINANCIAL#44 · 47,337 sh | 47,337 | $2.2M | <0.01% | +0.1% |
| 45 | STIFEL FINANCIAL#45 · 46,209 sh | 46,209 | $2.2M | <0.01% | -6.9% |
| 46 | REGIONS FINANCIAL#46 · 46,139 sh | 46,139 | $2.2M | 0.01% | 0.0% |
| 47 | BANK OF AMERICA#47 · 46,121 sh | 46,121 | $2.2M | <0.01% | -2.8% |
| 48 | LOS ANGELES CAPITAL MANAGEMENT#48 · 43,844 sh | 43,844 | $2.1M | <0.01% | +4.2% |
| 49 | Rather & Kittrell#49 · 40,631 sh | 40,631 | $1.9M | 0.27% | +111.3% |
| 50 | D. E. Shaw#50 · 36,712 sh | 36,712 | $1.7M | <0.01% | -13.7% |
| 51 | PATRIOT INVESTMENT MANAGEMENT GROUP#51 · 34,938 sh | 34,938 | $1.6M | — | 0.0% |
| 52 | Quantinno Capital Management#52 · 34,094 sh | 34,094 | $1.6M | <0.01% | +64.0% |
| 53 | SlateStone Wealth#53 · 29,302 sh | 29,302 | $1.4M | 0.11% | 0.0% |
| 54 | CALDWELL SUTTER CAPITAL#54 · 28,431 sh | 28,431 | $1.3M | 0.50% | 0.0% |
| 55 | Creative Planning#55 · 27,897 sh | 27,897 | $1.3M | <0.01% | +8.7% |
| 56 | FRANKLIN RESOURCES#56 · 27,646 sh | 27,646 | $1.3M | <0.01% | -11.9% |
| 57 | VICTORY CAPITAL MANAGEMENT#57 · 27,600 sh | 27,600 | $1.3M | <0.01% | +2.8% |
| 58 | BNP PARIBAS FINANCIAL MARKETS#58 · 23,636 sh | 23,636 | $1.1M | <0.01% | +31.4% |
| 59 | CAPTRUST FINANCIAL ADVISORS#59 · 23,294 sh | 23,294 | $1.1M | <0.01% | +0.7% |
| 60 | CITADEL ADVISORS#60 · 23,139 sh | 23,139 | $1.1M | <0.01% | +130.7% |
| 61 | LBMC INVESTMENT ADVISORS#61 · 23,048 sh | 23,048 | $1.1M | 0.06% | 0.0% |
| 62 | HSBC PLC#62 · 22,681 sh | 22,681 | $1.1M | <0.01% | +2.1% |
| 63 | BAILARD#63 · 21,800 sh | 21,800 | $1.0M | — | +2.8% |
| 64 | Pinnacle Financial Partners#64 · 21,763 sh | 21,763 | $1.0M | <0.01% | 0.0% |
| 65 | FMR#65 · 20,891 sh | 20,891 | $980.2K | 0.00% | +258.9% |
| 66 | LeConte Wealth Management#66 · 20,341 sh | 20,341 | $954.4K | — | +0.1% |
| 67 | PRINCIPAL FINANCIAL GROUP#67 · 19,355 sh | 19,355 | $908.1K | <0.01% | +6.8% |
| 68 | RHUMBLINE ADVISERS#68 · 19,269 sh | 19,269 | $904.1K | <0.01% | +5.1% |
| 69 | Invesco Ltd.#69 · 18,501 sh | 18,501 | $868.1K | <0.01% | -21.1% |
| 70 | EQUITABLE#70 · 17,535 sh | 17,535 | $822.7K | — | +52.8% |
| 71 | NewEdge Advisors#71 · 17,140 sh | 17,140 | $804.2K | <0.01% | New |
| 72 | SILVER OAK SECURITIES#72 · 16,018 sh | 16,018 | $751.6K | 0.05% | 0.0% |
| 73 | BARCLAYS PLC#73 · 15,637 sh | 15,637 | $733.7K | <0.01% | -6.2% |
| 74 | SG Americas Securities#74 · 15,490 sh | 15,490 | $727.0K | <0.01% | +12.4% |
| 75 | Man Group plc#75 · 15,454 sh | 15,454 | $725.1K | <0.01% | +13.9% |
| 76 | Squarepoint Ops#76 · 15,439 sh | 15,439 | $724.4K | <0.01% | +106.6% |
| 77 | STRS OHIO#77 · 15,400 sh | 15,400 | $722.6K | <0.01% | -2.5% |
| 78 | DEUTSCHE BANK AG\#78 · 15,264 sh | 15,264 | $716.2K | <0.01% | +35.8% |
| 79 | Cambridge Investment Research Advisors#79 · 14,565 sh | 14,565 | $683.0K | <0.01% | -0.1% |
| 80 | Inspire Investing#80 · 14,486 sh | 14,486 | $679.7K | — | +10.9% |
| 81 | TRUIST FINANCIAL#81 · 14,394 sh | 14,394 | $675.4K | <0.01% | +0.2% |
| 82 | CITIGROUP#82 · 14,309 sh | 14,309 | $671.4K | <0.01% | +38.9% |
| 83 | STATE OF WISCONSIN INVESTMENT BOARD#83 · 13,918 sh | 13,918 | $653.0K | <0.01% | +19.3% |
| 84 | OCCUDO QUANTITATIVE STRATEGIES#84 · 13,457 sh | 13,457 | $631.4K | 0.03% | +57.3% |
| 85 | WELLS FARGO & COMPANY#85 · 13,305 sh | 13,305 | $624.3K | <0.01% | +132.2% |
| 86 | Geneos Wealth Management#86 · 13,098 sh | 13,098 | $614.6K | 0.01% | 0.0% |
| 87 | PRICE T ROWE ASSOCIATES#87 · 12,752 sh | 12,752 | $599.0K | <0.01% | +12.9% |
| 88 | AGP FRANKLIN#88 · 12,355 sh | 12,355 | $579.7K | 0.25% | +5.5% |
| 89 | CANADA PENSION PLAN INVESTMENT BOARD#89 · 12,200 sh | 12,200 | $572.4K | <0.01% | 0.0% |
| 90 | Evergreen Advisors#90 · 11,862 sh | 11,862 | $556.6K | 0.12% | +0.2% |
| 91 | KENNEDY CAPITAL MANAGEMENT#91 · 11,363 sh | 11,363 | $533.2K | <0.01% | -52.1% |
| 92 | BROOKS, MOORE & ASSOCIATES#92 · 11,351 sh | 11,351 | $532.6K | 0.24% | 0.0% |
| 93 | XTX Topco Ltd#93 · 11,147 sh | 11,147 | $523.0K | <0.01% | New |
| 94 | UBS Group AG#94 · 10,869 sh | 10,869 | $510.0K | <0.01% | -15.3% |
| 95 | MetLife Investment Management#95 · 9,359 sh | 9,359 | $439.1K | <0.01% | 0.0% |
| 96 | HRT FINANCIAL#96 · 9,317 sh | 9,317 | $437.0K | <0.01% | -42.8% |
| 97 | Y-Intercept (Hong Kong) Ltd#97 · 9,226 sh | 9,226 | $432.9K | — | -54.5% |
| 98 | Qube Research & Technologies Ltd#98 · 9,031 sh | 9,031 | $423.7K | <0.01% | -92.1% |
| 99 | Aptus Capital Advisors#99 · 9,029 sh | 9,029 | $423.7K | <0.01% | +18.6% |
| 100 | Hillsdale Investment Management#100 · 8,840 sh | 8,840 | $414.8K | <0.01% | +0.1% |
Funds that sold out of SMBK in Q2 2026 (14)
Held SMBK at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| TUDOR INVESTMENT ET AL45,701 sh | 45,701 | $1.8M |
| Point72 Asset Management, L.P.10,766 sh | 10,766 | $420.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP8,830 sh | 8,830 | $345.1K |
| Polymer Capital Management (US)7,907 sh | 7,907 | $309.0K |
| ALGERT GLOBAL6,479 sh | 6,479 | $253.0K |
| Tennessee Valley Asset Management Partners6,261 sh | 6,261 | $244.7K |
| VARCOV6,193 sh | 6,193 | $242.0K |
| JANE STREET GROUP5,284 sh | 5,284 | $206.5K |
| JACOBS LEVY EQUITY MANAGEMENT5,267 sh | 5,267 | $205.8K |
| QUADRANT CAPITAL GROUP442 sh | 442 | $57.6K |
| Advisory Services Network679 sh | 679 | $26.5K |
| SIMPLEX TRADING93 sh | 93 | $3.6K |
| MAI Capital Management13 sh | 13 | $509.00 |
| Root Financial Partners13 sh | 13 | $508.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.