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Smartfinancial Inc (SMBK)

CUSIP: 83190L208 | NYSE | Financial Services · Banks - Regional | Small Cap | 339 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP784,700
0.0% of portfolio›$38.9M
Geode Capital Management, LLC387,493
0.0% of portfolio›$19.2M
Cravens & Co Advisors, LLC220,400
7.4% of portfolio›$10.9M
Salzhauer Michael140,895
2.8% of portfolio›$7.0M
Bank of New York Mellon Corp74,943
0.0% of portfolio›$3.7M
Russell Investments Group, Ltd.64,914
0.0% of portfolio›$3.2M
Regions Financial Corp46,139
0.0% of portfolio›$2.3M
Deprince Race & Zollo Inc42,128
0.0% of portfolio›$2.1M
Patriot Investment Management Group, Inc.34,938
0.1% of portfolio›$1.7M
Creative Planning29,662
0.0% of portfolio›$1.5M
Rosenthal | Henry Capital Advisors, Inc.21,250
1.0% of portfolio›$1.1M
LeConte Wealth Management, LLC20,346
0.5% of portfolio›$1.0M
SummerHaven Investment Management, LLC19,671
0.5% of portfolio›$975.1K
Bailard, Inc.18,998
0.0% of portfolio›$941.7K
Barclays PLC18,007
0.0% of portfolio›$892.6K
Equitable Trust Co16,395
0.0% of portfolio›$812.7K
Cambridge Investment Research Advisors, Inc.14,572
0.0% of portfolio›$722
Truist Financial Corp14,415
0.0% of portfolio›$714.5K
Deutsche Bank Ag\13,340
0.0% of portfolio›$661.3K
Inspire Investing, LLC12,974
0.0% of portfolio›$643.1K
Y-Intercept (Hong Kong) Ltd12,231
0.0% of portfolio›$606.3K
Evergreen Advisors, LLC11,882
0.1% of portfolio›$589.0K
AGP Franklin, LLC11,027
0.2% of portfolio›$546.6K
Strs Ohio9,800
0.0% of portfolio›$485.8K
Citigroup Inc9,652
0.0% of portfolio›$478.5K
Cap Partners, LLC7,910
0.2% of portfolio›$392.1K
R Squared Ltd7,909
0.2% of portfolio›$392.0K
Wealth Preservation Advisors, LLC6,945
0.2% of portfolio›$344.3K
Yorktown Management & Research Co Inc6,750
0.2% of portfolio›$334.6K
Welch Group, LLC6,499
0.0% of portfolio›$322.2K
Ridgepath Capital Management LLC6,046
0.2% of portfolio›$299.7K
Kestra Private Wealth Services, LLC5,573
0.0% of portfolio›$276.2K
Teza Capital Management LLC4,893
0.2% of portfolio›$242.5K
Summit Global Investments4,509
0.0% of portfolio›$224
Commonwealth Equity Services, LLC4,301
0.0% of portfolio›$213.2K
Sage Investment Counsel LLC4,150
0.2% of portfolio›$205.7K
PNC Financial Services Group, Inc.2,322
0.0% of portfolio›$115.1K
State of Alaska, Department of Revenue2,105
0.0% of portfolio›$103
Signaturefd, LLC2,000
0.0% of portfolio›$99.1K
Nisa Investment Advisors, LLC1,577
0.0% of portfolio›$78.2K
USA Financial Formulas963
0.0% of portfolio›$47.7K
Cullen T Bankers, Inc.939
0.0% of portfolio›$46.5K
Fortitude Family Office, LLC863
0.0% of portfolio›$42.8K
Farther Finance Advisors, LLC855
0.0% of portfolio›$42.4K
Versant Capital Management, Inc674
0.0% of portfolio›$33.4K
Exchange Traded Concepts, LLC655
0.0% of portfolio›$32.5K
EverSource Wealth Advisors, LLC448
0.0% of portfolio›$22.2K
Parallel Advisors, LLC405
0.0% of portfolio›$20.1K
Sterling Capital Management LLC340
0.0% of portfolio›$16.9K
Pinnacle Wealth Planning Services, Inc.282
0.0% of portfolio›$14.0K
Harbor Capital Advisors, Inc.244
0.0% of portfolio›$12
Allworth Financial LP169
0.0% of portfolio›$7.9K
Gamma Investing LLC130
0.0% of portfolio›$6.4K
Larson Financial Group LLC115
0.0% of portfolio›$5.7K
MassMutual Private Wealth & Trust, FSB92
0.0% of portfolio›$4.6K
Essential Partners LLC87
0.0% of portfolio›$4.3K
SJS Investment Consulting Inc.71
0.0% of portfolio›$3.5K
Clark Wealth Partners60
0.0% of portfolio›$3.0K
IFP Advisors, Inc47
0.0% of portfolio›$2.3K
Fifth Third Bancorp31
0.0% of portfolio›$1.5K
True Wealth Design, LLC25
0.0% of portfolio›$1.2K
Root Financial Partners, LLC18
0.0% of portfolio›$892
Covestor Ltd7
0.0% of portfolio›$0
Assetmark, Inc6
0.0% of portfolio›$297
Silver Grove Financial Group, Inc.4
0.0% of portfolio›$200
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
784,700$38.9M0.0%IndexLowAustin, TX2026-11-04
Geode Capital Management, LLC
387,493$19.2M0.0%IndexVery LowBoston, MA2026-11-06
Cravens & Co Advisors, LLC
220,400$10.9M7.4%CoreMediumCookeville, TN2026-10-16
Salzhauer Michael
140,895$7.0M2.8%GARPLowNew York, NY2026-10-28
Bank of New York Mellon Corp
74,943$3.7M0.0%CoreLowNew York, NY2026-11-05
Russell Investments Group, Ltd.
64,914$3.2M0.0%CoreLowSeattle, WA2026-11-06
Regions Financial Corp
46,139$2.3M0.0%CoreLowBirmingham, AL2026-11-05
Deprince Race & Zollo Inc
42,128$2.1M0.0%Deep ValueHighWinter Park, FL2026-10-13
Patriot Investment Management Group, Inc.
34,938$1.7M0.1%ETFVery LowKnoxville, TN2026-10-15
Creative Planning
29,662$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Rosenthal | Henry Capital Advisors, Inc.
21,250$1.1M1.0%Deep ValueLowMishawaka, IN2026-10-27
LeConte Wealth Management, LLC
20,346$1.0M0.5%GrowthMediumMaryville, TN2026-10-20
SummerHaven Investment Management, LLC
19,671$975.1K0.5%Deep ValueHighStamford, CT2026-10-19
Bailard, Inc.
18,998$941.7K0.0%GrowthMediumFoster City, CA2026-10-13
Barclays PLC
18,007$892.6K0.0%CoreMediumLondon, United Kingdom2026-11-06
Equitable Trust Co
16,395$812.7K0.0%CoreLowNashville, TN2026-10-13
Cambridge Investment Research Advisors, Inc.
14,572$7220.0%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
14,415$714.5K0.0%CoreLowCharlotte, NC2026-10-30
Deutsche Bank Ag\
13,340$661.3K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Inspire Investing, LLC
12,974$643.1K0.0%GARPHighMeridian, ID2026-10-22
Y-Intercept (Hong Kong) Ltd
12,231$606.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Evergreen Advisors, LLC
11,882$589.0K0.1%ETFVery LowChattanooga, TN2026-10-28
AGP Franklin, LLC
11,027$546.6K0.2%GrowthMediumFranklin, TN2026-11-04
Strs Ohio
9,800$485.8K0.0%CoreMediumColumbus, OH2026-10-30
Citigroup Inc
9,652$478.5K0.0%CoreMediumNew York, NY2026-11-04
Cap Partners, LLC
7,910$392.1K0.2%ETFLowFranklin, TN2026-10-19
R Squared Ltd
7,909$392.0K0.2%ValueVery HighHong Kong, South Korea2026-11-06
Wealth Preservation Advisors, LLC
6,945$344.3K0.2%CoreLowChattanooga, TN2026-11-05
Yorktown Management & Research Co Inc
6,750$334.6K0.2%MomentumMediumForest, VA2026-10-28
Welch Group, LLC
6,499$322.2K0.0%CoreVery LowBirmingham, AL2026-10-29
Ridgepath Capital Management LLC
6,046$299.7K0.2%ETFHighKnoxville, TN2026-10-29
Kestra Private Wealth Services, LLC
5,573$276.2K0.0%GrowthLowAustin, TX2026-11-06
Teza Capital Management LLC
4,893$242.5K0.2%ValueHighAustin, TX2026-10-23
Summit Global Investments
4,509$2240.0%CoreMediumBountiful, UT2026-10-28
Commonwealth Equity Services, LLC
4,301$213.2K0.0%ETFLowWaltham, MA2026-11-02
Sage Investment Counsel LLC
4,150$205.7K0.2%ValueMediumFranklin, TN2026-10-26
PNC Financial Services Group, Inc.
2,322$115.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
State of Alaska, Department of Revenue
2,105$1030.0%CoreVery LowJuneau, AK2026-10-15
Signaturefd, LLC
2,000$99.1K0.0%IndexLowAtlanta, GA2026-10-23
Nisa Investment Advisors, LLC
1,577$78.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
USA Financial Formulas
963$47.7K0.0%ETFVery HighAda, MI2026-10-16
Cullen T Bankers, Inc.
939$46.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Fortitude Family Office, LLC
863$42.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
855$42.4K0.0%IndexLowSan Francisco, CA2026-10-08
Versant Capital Management, Inc
674$33.4K0.0%GARPLowPhoenix, AZ2026-10-02
Exchange Traded Concepts, LLC
655$32.5K0.0%GrowthMediumOklahoma City, OK2026-10-28
EverSource Wealth Advisors, LLC
448$22.2K0.0%CoreMediumBirmingham, AL2026-11-04
Parallel Advisors, LLC
405$20.1K0.0%IndexLowSan Francisco, CA2026-11-03
Sterling Capital Management LLC
340$16.9K0.0%GARPMediumCharlotte, NC2026-10-22
Pinnacle Wealth Planning Services, Inc.
282$14.0K0.0%GARPLowMansfield, OH2026-10-27
Harbor Capital Advisors, Inc.
244$120.0%ValueHighChicago, IL2026-10-22
Allworth Financial LP
169$7.9K0.0%IndexLowFolsom, CA2026-11-06
Gamma Investing LLC
130$6.4K0.0%IndexVery LowFoster City, CA2026-10-08
Larson Financial Group LLC
115$5.7K0.0%GrowthLowSt Louis, MO2026-11-05
MassMutual Private Wealth & Trust, FSB
92$4.6K0.0%CoreLowSpringfield, MA2026-10-05
Essential Partners LLC
87$4.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
71$3.5K0.0%ETFVery LowSylvania, OH2026-10-26
Clark Wealth Partners
60$3.0K0.0%ETFVery LowO'Fallon, IL2026-10-19
IFP Advisors, Inc
47$2.3K0.0%GrowthLowTampa, FL2026-10-16
Fifth Third Bancorp
31$1.5K0.0%IndexVery LowCincinnati, OH2026-11-05
True Wealth Design, LLC
25$1.2K0.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
18$8920.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
7$00.0%ValueHighLondon, United Kingdom2026-10-30
Assetmark, Inc
6$2970.0%ETFLowConcord, CA2026-10-21
Silver Grove Financial Group, Inc.
4$2000.0%CoreMediumOrchard Park, NY2026-11-05