SMBK SmartFinancial, Inc.
SmartFinancial, Inc. (SMBK) Institutional Ownership
What the institutions did with SMBK last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 784.7K | 22.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 387.5K | 11.1% |
| First Eagle Investment Management, LLC | 378.9K | 10.9% |
| ACADIAN ASSET MANAGEMENT LLC | 365.9K | 10.5% |
| Cravens & Co Advisors, LLC | 220.4K | 6.3% |
| SALZHAUER MICHAEL | 140.9K | 4.1% |
| Nuveen, LLC | 113.3K | 3.3% |
| FMR LLC | 110.0K | 3.2% |
| Connor, Clark & Lunn Investment Management Ltd. | 80.0K | 2.3% |
| BANC FUNDS CO LLC | 79.6K | 2.3% |
| Bank of New York Mellon Corp | 74.9K | 2.2% |
| Russell Investments Group, Ltd. | 64.9K | 1.9% |
| REGIONS FINANCIAL CORP | 46.1K | 1.3% |
| DEPRINCE RACE & ZOLLO INC | 42.1K | 1.2% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 40.3K | 1.2% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 34.9K | 1.0% |
| VICTORY CAPITAL MANAGEMENT INC | 32.0K | 0.9% |
| Creative Planning | 29.7K | 0.9% |
| CALDWELL SUTTER CAPITAL, INC. | 28.4K | 0.8% |
| Rosenthal | Henry Capital Advisors, Inc. | 21.3K | 0.6% |
| LeConte Wealth Management, LLC | 20.3K | 0.6% |
| SummerHaven Investment Management, LLC | 19.7K | 0.6% |
| RHUMBLINE ADVISERS | 19.7K | 0.6% |
| BAILARD, INC. | 19.0K | 0.5% |
| SEI INVESTMENTS CO | 18.3K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| First Eagle Investment Management, LLC | Reduced | 638.7K | 378.9K | -259.7K |
| FMR LLC | Increased | 20.9K | 110.0K | +89.1K |
| SALZHAUER MICHAEL | Reduced | 211.0K | 140.9K | -70.1K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 836.1K | 784.7K | -51.4K |
| DEPRINCE RACE & ZOLLO INC | Reduced | 64.7K | 42.1K | -22.6K |
| Rosenthal | Henry Capital Advisors, Inc. | New | 0 | 21.3K | +21.3K |
| SummerHaven Investment Management, LLC | New | 0 | 19.7K | +19.7K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 346.5K | 365.9K | +19.4K |
| PRINCIPAL FINANCIAL GROUP INC | Sold Out | 19.4K | 0 | -19.4K |
| SEI INVESTMENTS CO | New | 0 | 18.3K | +18.3K |
| BANC FUNDS CO LLC | Reduced | 97.6K | 79.6K | -18.0K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 29.2K | 14.6K | -14.6K |
| Russell Investments Group, Ltd. | Reduced | 78.6K | 64.9K | -13.7K |
| R Squared Ltd | New | 0 | 7.9K | +7.9K |
| Squarepoint Ops LLC | Reduced | 15.4K | 8.2K | -7.3K |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | 86.3K | 80.0K | -6.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 381.4K | 387.5K | +6.1K |
| STRS OHIO | Reduced | 15.4K | 9.8K | -5.6K |
| Semanteon Capital Management, LP | Sold Out | 5.4K | 0 | -5.4K |
| Teza Capital Management LLC | New | 0 | 4.9K | +4.9K |
| Bank of New York Mellon Corp | Reduced | 79.8K | 74.9K | -4.9K |
| CITIGROUP INC | Reduced | 14.3K | 9.7K | -4.7K |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 27.6K | 32.0K | +4.4K |
| Sage Investment Counsel LLC | New | 0 | 4.2K | +4.2K |
| UBS Group AG | Increased | 10.9K | 15.0K | +4.1K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | 43.8K | 40.3K | -3.5K |
| Y-Intercept (Hong Kong) Ltd | Increased | 9.2K | 12.2K | +3.0K |
| BAILARD, INC. | Reduced | 21.8K | 19.0K | -2.8K |
| BARCLAYS PLC | Increased | 15.6K | 18.0K | +2.4K |
| DEUTSCHE BANK AG\ | Reduced | 15.3K | 13.3K | -1.9K |
| US BANCORP \DE\ | Sold Out | 1.9K | 0 | -1.9K |
| Creative Planning | Increased | 27.9K | 29.7K | +1.8K |
| Wealth Preservation Advisors, LLC | Increased | 5.3K | 6.9K | +1.7K |
| Inspire Investing, LLC | Reduced | 14.5K | 13.0K | -1.5K |
| AGP FRANKLIN, LLC | Reduced | 12.4K | 11.0K | -1.3K |
| EQUITABLE TRUST CO | Reduced | 17.5K | 16.4K | -1.1K |
| Fortitude Family Office, LLC | Increased | 27 | 863 | +836 |
| Farther Finance Advisors, LLC | Increased | 58 | 855 | +797 |
| Diversified Trust Co | Increased | 4.4K | 5.1K | +704 |
| VIRTUS ADVISERS, LLC | Increased | 4.3K | 5.0K | +689 |
| SILVER OAK SECURITIES, INCORPORATED | Reduced | 16.0K | 15.4K | -666 |
| EXCHANGE TRADED CONCEPTS, LLC | New | 0 | 655 | +655 |
| Nuveen, LLC | Increased | 112.7K | 113.3K | +557 |
| PNC Financial Services Group, Inc. | Reduced | 2.9K | 2.3K | -553 |
| RHUMBLINE ADVISERS | Increased | 19.3K | 19.7K | +387 |
| Global Retirement Partners, LLC | New | 0 | 183 | +183 |
| Cullen/Frost Bankers, Inc. | Increased | 771 | 939 | +168 |
| Parallel Advisors, LLC | Increased | 313 | 405 | +92 |
| Sterling Capital Management LLC | Increased | 267 | 340 | +73 |
| SJS Investment Consulting Inc. | Increased | 1 | 71 | +70 |
| Clark Wealth Partners | New | 0 | 60 | +60 |
| VOYA INVESTMENT MANAGEMENT LLC | Increased | 4.3K | 4.3K | +59 |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 4.3K | 4.3K | -33 |
| CHILTON CAPITAL MANAGEMENT LLC | Sold Out | 28 | 0 | -28 |
| TRUIST FINANCIAL CORP | Increased | 14.4K | 14.4K | +21 |
| Evergreen Advisors, LLC | Increased | 11.9K | 11.9K | +20 |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 263 | 244 | -19 |
| Root Financial Partners, LLC | New | 0 | 18 | +18 |
| EverSource Wealth Advisors, LLC | Increased | 431 | 448 | +17 |
| Allworth Financial LP | Increased | 156 | 169 | +13 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.