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Smartfinancial Inc (SMBK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares784,700 from 836,086
Change-51,386 (-6%)
Value$38.9M (-$332.3K)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares387,493 from 381,419
Change+6,074 (+2%)
Value$19.2M (+$1.3M)
Filed 2026-11-06
Cravens & Co Advisors, LLC
UNCHANGED
Shares220,400 from 220,400
Change0 (0%)
Value$10.9M (+$584.1K)
Filed 2026-10-16
Salzhauer Michael
DECREASED
Shares140,895 from 211,013
Change-70,118 (-33%)
Value$7.0M (-$2.9M)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares74,943 from 79,830
Change-4,887 (-6%)
Value$3.7M (-$30.7K)
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares64,914 from 78,646
Change-13,732 (-17%)
Value$3.2M (-$473.7K)
Filed 2026-11-06
Regions Financial Corp
UNCHANGED
Shares46,139 from 46,139
Change0 (0%)
Value$2.3M (+$122.3K)
Filed 2026-11-05
Deprince Race & Zollo Inc
DECREASED
Shares42,128 from 64,702
Change-22,574 (-35%)
Value$2.1M (-$947.5K)
Filed 2026-10-13
Patriot Investment Management Group, Inc.
UNCHANGED
Shares34,938 from 34,938
Change0 (0%)
Value$1.7M (+$92.6K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares29,662 from 27,897
Change+1,765 (+6%)
Value$1.5M (+$161.4K)
Filed 2026-11-02
Rosenthal | Henry Capital Advisors, Inc.
NEW
Shares21,250
Change+21,250
Value$1.1M
Filed 2026-10-27
LeConte Wealth Management, LLC
INCREASED
Shares20,346 from 20,341
Change+5 (+0%)
Value$1.0M (+$54.1K)
Filed 2026-10-20
SummerHaven Investment Management, LLC
NEW
Shares19,671
Change+19,671
Value$975.1K
Filed 2026-10-19
Bailard, Inc.
DECREASED
Shares18,998 from 21,800
Change-2,802 (-13%)
Value$941.7K (-$81.1K)
Filed 2026-10-13
Barclays PLC
INCREASED
Shares18,007 from 15,637
Change+2,370 (+15%)
Value$892.6K (+$158.9K)
Filed 2026-11-06
Equitable Trust Co
DECREASED
Shares16,395 from 17,535
Change-1,140 (-6%)
Value$812.7K (-$10.0K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares14,572 from 14,565
Change+7 (+0%)
Value$722 (-$682.3K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares14,415 from 14,394
Change+21 (+0%)
Value$714.5K (+$39.2K)
Filed 2026-10-30
Deutsche Bank Ag\
DECREASED
Shares13,340 from 15,264
Change-1,924 (-13%)
Value$661.3K (-$54.9K)
Filed 2026-11-06
Inspire Investing, LLC
DECREASED
Shares12,974 from 14,486
Change-1,512 (-10%)
Value$643.1K (-$36.6K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares12,231 from 9,226
Change+3,005 (+33%)
Value$606.3K (+$173.4K)
Filed 2026-10-16
Evergreen Advisors, LLC
INCREASED
Shares11,882 from 11,862
Change+20 (+0%)
Value$589.0K (+$32.4K)
Filed 2026-10-28
AGP Franklin, LLC
DECREASED
Shares11,027 from 12,355
Change-1,328 (-11%)
Value$546.6K (-$33.1K)
Filed 2026-11-04
Strs Ohio
DECREASED
Shares9,800 from 15,400
Change-5,600 (-36%)
Value$485.8K (-$236.8K)
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares9,652 from 14,309
Change-4,657 (-33%)
Value$478.5K (-$192.9K)
Filed 2026-11-04
Cap Partners, LLC
UNCHANGED
Shares7,910 from 7,910
Change0 (0%)
Value$392.1K (+$21.0K)
Filed 2026-10-19
R Squared Ltd
NEW
Shares7,909
Change+7,909
Value$392.0K
Filed 2026-11-06
Wealth Preservation Advisors, LLC
INCREASED
Shares6,945 from 5,261
Change+1,684 (+32%)
Value$344.3K (+$97.4K)
Filed 2026-11-05
Yorktown Management & Research Co Inc
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$334.6K (+$17.9K)
Filed 2026-10-28
Welch Group, LLC
UNCHANGED
Shares6,499 from 6,499
Change0 (0%)
Value$322.2K (+$17.2K)
Filed 2026-10-29
Ridgepath Capital Management LLC
UNCHANGED
Shares6,046 from 6,046
Change0 (0%)
Value$299.7K (+$16.0K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares5,573 from 5,563
Change+10 (+0%)
Value$276.2K (+$15.2K)
Filed 2026-11-06
Diversified Trust Co
INCREASED
Shares5,091 from 4,387
Change+704 (+16%)
Value$252.4K (+$46.5K)
Filed 2026-11-06
Teza Capital Management LLC
NEW
Shares4,893
Change+4,893
Value$242.5K
Filed 2026-10-23
Summit Global Investments
UNCHANGED
Shares4,509 from 4,509
Change0 (0%)
Value$224 (-$211.8K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares4,301 from 4,334
Change-33 (-1%)
Value$213.2K (+$9.9K)
Filed 2026-11-02
Sage Investment Counsel LLC
NEW
Shares4,150
Change+4,150
Value$205.7K
Filed 2026-10-26
PNC Financial Services Group, Inc.
DECREASED
Shares2,322 from 2,875
Change-553 (-19%)
Value$115.1K (-$19.8K)
Filed 2026-11-06
State of Alaska, Department of Revenue
UNCHANGED
Shares2,105 from 2,105
Change0 (0%)
Value$103 (+$6)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares2,000 from 1,996
Change+4 (+0%)
Value$99.1K (+$5.5K)
Filed 2026-10-23
Nisa Investment Advisors, LLC
UNCHANGED
Shares1,577 from 1,577
Change0 (0%)
Value$78.2K (+$4.2K)
Filed 2026-10-20
USA Financial Formulas
NEW
Shares963
Change+963
Value$47.7K
Filed 2026-10-16
Cullen T Bankers, Inc.
INCREASED
Shares939 from 771
Change+168 (+22%)
Value$46.5K (+$10.4K)
Filed 2026-10-28
Fortitude Family Office, LLC
INCREASED
Shares863 from 27
Change+836 (+3096%)
Value$42.8K (+$41.5K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares855 from 58
Change+797 (+1374%)
Value$42.4K (+$39.7K)
Filed 2026-10-08
Versant Capital Management, Inc
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$33.4K (+$1.8K)
Filed 2026-10-02
Exchange Traded Concepts, LLC
NEW
Shares655
Change+655
Value$32.5K
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares448 from 431
Change+17 (+4%)
Value$22.2K (+$2.0K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares405 from 313
Change+92 (+29%)
Value$20.1K (+$5.4K)
Filed 2026-11-03
Sterling Capital Management LLC
INCREASED
Shares340 from 267
Change+73 (+27%)
Value$16.9K (+$4.3K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$14.0K (+$748)
Filed 2026-10-27
Harbor Capital Advisors, Inc.
DECREASED
Shares244 from 263
Change-19 (-7%)
Value$12 ($0)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares169 from 156
Change+13 (+8%)
Value$7.9K (+$610)
Filed 2026-11-06
Gamma Investing LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$6.4K (+$344)
Filed 2026-10-08
Larson Financial Group LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$5.7K (+$305)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares92 from 95
Change-3 (-3%)
Value$4.6K (+$103)
Filed 2026-10-05
Essential Partners LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$4.3K (+$231)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares71 from 1
Change+70 (+7000%)
Value$3.5K (+$3.5K)
Filed 2026-10-26
Clark Wealth Partners
NEW
Shares60
Change+60
Value$3.0K
Filed 2026-10-19
IFP Advisors, Inc
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.3K (+$125)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares31 from 28
Change+3 (+11%)
Value$1.5K (+$223)
Filed 2026-11-05
True Wealth Design, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.2K (+$67)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares18
Change+18
Value$892
Filed 2026-10-21
Covestor Ltd
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$0 ($0)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$297 (+$15)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$200 (+$11)
Filed 2026-11-05
Principal Financial Group Inc
CLOSED
Shares0 from 19,355
Change-19,355 (-100%)
Value$0 (-$908.1K)
Filed 2026-11-02
US Bancorp \de\
CLOSED
Shares0 from 1,915
Change-1,915 (-100%)
Value$0 (-$89.9K)
Filed 2026-11-05
Chilton Capital Management LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-28
Clearstead Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$47)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 1,468,195
Change-1,468,195 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 679,819
Change-679,819 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 594,386
Change-594,386 (-100%)
Value—
State Street Corp
N/A
Shares— from 457,060
Change-457,060 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 448,667
Change-448,667 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 432,512
Change-432,512 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 346,492
Change-346,492 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 319,339
Change-319,339 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 188,433
Change-188,433 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 184,035
Change-184,035 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 182,854
Change-182,854 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 180,329
Change-180,329 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 152,895
Change-152,895 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 151,894
Change-151,894 (-100%)
Value—
Stieven Capital Advisors, L.P.
N/A
Shares— from 147,534
Change-147,534 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 147,181
Change-147,181 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 143,495
Change-143,495 (-100%)
Value—
North Reef Capital Management LP
N/A
Shares— from 137,089
Change-137,089 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 130,914
Change-130,914 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 123,934
Change-123,934 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 112,734
Change-112,734 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 99,332
Change-99,332 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 97,626
Change-97,626 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 94,236
Change-94,236 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 91,697
Change-91,697 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 86,995
Change-86,995 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 86,330
Change-86,330 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 80,568
Change-80,568 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 69,875
Change-69,875 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 65,649
Change-65,649 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 65,317
Change-65,317 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 63,767
Change-63,767 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 63,265
Change-63,265 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 62,217
Change-62,217 (-100%)
Value—
Elizabeth Park Capital Advisors, Ltd.
N/A
Shares— from 59,042
Change-59,042 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 48,823
Change-48,823 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 47,337
Change-47,337 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 46,209
Change-46,209 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 46,121
Change-46,121 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 43,844
Change-43,844 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 40,631
Change-40,631 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 36,712
Change-36,712 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 34,094
Change-34,094 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 29,302
Change-29,302 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 28,431
Change-28,431 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 27,646
Change-27,646 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 27,600
Change-27,600 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 23,636
Change-23,636 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 23,294
Change-23,294 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,139
Change-23,139 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 23,048
Change-23,048 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 22,681
Change-22,681 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 21,763
Change-21,763 (-100%)
Value—
FMR LLC
N/A
Shares— from 20,891
Change-20,891 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 19,269
Change-19,269 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 18,501
Change-18,501 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,140
Change-17,140 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 16,018
Change-16,018 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 15,490
Change-15,490 (-100%)
Value—
Man Group plc
N/A
Shares— from 15,454
Change-15,454 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 15,439
Change-15,439 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 13,918
Change-13,918 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 13,457
Change-13,457 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,305
Change-13,305 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 13,098
Change-13,098 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 12,752
Change-12,752 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 11,363
Change-11,363 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 11,351
Change-11,351 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,147
Change-11,147 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,869
Change-10,869 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,317
Change-9,317 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 9,031
Change-9,031 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,029
Change-9,029 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 8,840
Change-8,840 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,353
Change-8,353 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,915
Change-7,915 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 7,332
Change-7,332 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 7,190
Change-7,190 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 7,178
Change-7,178 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 6,901
Change-6,901 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 6,570
Change-6,570 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 6,570
Change-6,570 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,434
Change-6,434 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,238
Change-6,238 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
Semanteon Capital Management, LP
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 5,105
Change-5,105 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 4,938
Change-4,938 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 4,266
Change-4,266 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 995
Change-995 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 719
Change-719 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 600
Change-600 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 571
Change-571 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 340
Change-340 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 214
Change-214 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 144
Change-144 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 75
Change-75 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 32
Change-32 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED784,700836,086-51,386-6%$39.2M$38.9M-$332.3K2026-11-04
Geode Capital Management, LLC
INCREASED387,493381,419+6,074+2%$17.9M$19.2M+$1.3M2026-11-06
Cravens & Co Advisors, LLC
UNCHANGED220,400220,40000%$10.3M$10.9M+$584.1K2026-10-16
Salzhauer Michael
DECREASED140,895211,013-70,118-33%$9.9M$7.0M-$2.9M2026-10-28
Bank of New York Mellon Corp
DECREASED74,94379,830-4,887-6%$3.7M$3.7M-$30.7K2026-11-05
Russell Investments Group, Ltd.
DECREASED64,91478,646-13,732-17%$3.7M$3.2M-$473.7K2026-11-06
Regions Financial Corp
UNCHANGED46,13946,13900%$2.2M$2.3M+$122.3K2026-11-05
Deprince Race & Zollo Inc
DECREASED42,12864,702-22,574-35%$3.0M$2.1M-$947.5K2026-10-13
Patriot Investment Management Group, Inc.
UNCHANGED34,93834,93800%$1.6M$1.7M+$92.6K2026-10-15
Creative Planning
INCREASED29,66227,897+1,765+6%$1.3M$1.5M+$161.4K2026-11-02
Rosenthal | Henry Capital Advisors, Inc.
NEW21,250—+21,250——$1.1M—2026-10-27
LeConte Wealth Management, LLC
INCREASED20,34620,341+5+0%$954.4K$1.0M+$54.1K2026-10-20
SummerHaven Investment Management, LLC
NEW19,671—+19,671——$975.1K—2026-10-19
Bailard, Inc.
DECREASED18,99821,800-2,802-13%$1.0M$941.7K-$81.1K2026-10-13
Barclays PLC
INCREASED18,00715,637+2,370+15%$733.7K$892.6K+$158.9K2026-11-06
Equitable Trust Co
DECREASED16,39517,535-1,140-6%$822.7K$812.7K-$10.0K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED14,57214,565+7+0%$683.0K$722-$682.3K2026-11-02
Truist Financial Corp
INCREASED14,41514,394+21+0%$675.4K$714.5K+$39.2K2026-10-30
Deutsche Bank Ag\
DECREASED13,34015,264-1,924-13%$716.2K$661.3K-$54.9K2026-11-06
Inspire Investing, LLC
DECREASED12,97414,486-1,512-10%$679.7K$643.1K-$36.6K2026-10-22
Y-Intercept (Hong Kong) Ltd
INCREASED12,2319,226+3,005+33%$432.9K$606.3K+$173.4K2026-10-16
Evergreen Advisors, LLC
INCREASED11,88211,862+20+0%$556.6K$589.0K+$32.4K2026-10-28
AGP Franklin, LLC
DECREASED11,02712,355-1,328-11%$579.7K$546.6K-$33.1K2026-11-04
Strs Ohio
DECREASED9,80015,400-5,600-36%$722.6K$485.8K-$236.8K2026-10-30
Citigroup Inc
DECREASED9,65214,309-4,657-33%$671.4K$478.5K-$192.9K2026-11-04
Cap Partners, LLC
UNCHANGED7,9107,91000%$371.1K$392.1K+$21.0K2026-10-19
R Squared Ltd
NEW7,909—+7,909——$392.0K—2026-11-06
Wealth Preservation Advisors, LLC
INCREASED6,9455,261+1,684+32%$246.8K$344.3K+$97.4K2026-11-05
Yorktown Management & Research Co Inc
UNCHANGED6,7506,75000%$316.7K$334.6K+$17.9K2026-10-28
Welch Group, LLC
UNCHANGED6,4996,49900%$304.9K$322.2K+$17.2K2026-10-29
Ridgepath Capital Management LLC
UNCHANGED6,0466,04600%$283.7K$299.7K+$16.0K2026-10-29
Kestra Private Wealth Services, LLC
INCREASED5,5735,563+10+0%$261.0K$276.2K+$15.2K2026-11-06
Diversified Trust Co
INCREASED5,0914,387+704+16%$205.8K$252.4K+$46.5K2026-11-06
Teza Capital Management LLC
NEW4,893—+4,893——$242.5K—2026-10-23
Summit Global Investments
UNCHANGED4,5094,50900%$212.0K$224-$211.8K2026-10-28
Commonwealth Equity Services, LLC
DECREASED4,3014,334-33-1%$203.4K$213.2K+$9.9K2026-11-02
Sage Investment Counsel LLC
NEW4,150—+4,150——$205.7K—2026-10-26
PNC Financial Services Group, Inc.
DECREASED2,3222,875-553-19%$134.9K$115.1K-$19.8K2026-11-06
State of Alaska, Department of Revenue
UNCHANGED2,1052,10500%$97$103+$62026-10-15
Signaturefd, LLC
INCREASED2,0001,996+4+0%$93.7K$99.1K+$5.5K2026-10-23
Nisa Investment Advisors, LLC
UNCHANGED1,5771,57700%$74.0K$78.2K+$4.2K2026-10-20
USA Financial Formulas
NEW963—+963——$47.7K—2026-10-16
Cullen T Bankers, Inc.
INCREASED939771+168+22%$36.2K$46.5K+$10.4K2026-10-28
Fortitude Family Office, LLC
INCREASED86327+836+3096%$1.3K$42.8K+$41.5K2026-10-14
Farther Finance Advisors, LLC
INCREASED85558+797+1374%$2.7K$42.4K+$39.7K2026-10-08
Versant Capital Management, Inc
UNCHANGED67467400%$31.6K$33.4K+$1.8K2026-10-02
Exchange Traded Concepts, LLC
NEW655—+655——$32.5K—2026-10-28
EverSource Wealth Advisors, LLC
INCREASED448431+17+4%$20.2K$22.2K+$2.0K2026-11-04
Parallel Advisors, LLC
INCREASED405313+92+29%$14.7K$20.1K+$5.4K2026-11-03
Sterling Capital Management LLC
INCREASED340267+73+27%$12.5K$16.9K+$4.3K2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED28228200%$13.2K$14.0K+$7482026-10-27
Harbor Capital Advisors, Inc.
DECREASED244263-19-7%$12$12$02026-10-22
Allworth Financial LP
INCREASED169156+13+8%$7.3K$7.9K+$6102026-11-06
Gamma Investing LLC
UNCHANGED13013000%$6.1K$6.4K+$3442026-10-08
Larson Financial Group LLC
UNCHANGED11511500%$5.4K$5.7K+$3052026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED9295-3-3%$4.5K$4.6K+$1032026-10-05
Essential Partners LLC
UNCHANGED878700%$4.1K$4.3K+$2312026-10-14
SJS Investment Consulting Inc.
INCREASED711+70+7000%$47$3.5K+$3.5K2026-10-26
Clark Wealth Partners
NEW60—+60——$3.0K—2026-10-19
IFP Advisors, Inc
UNCHANGED474700%$2.2K$2.3K+$1252026-10-16
Fifth Third Bancorp
INCREASED3128+3+11%$1.3K$1.5K+$2232026-11-05
True Wealth Design, LLC
UNCHANGED252500%$1.2K$1.2K+$672026-10-13
Root Financial Partners, LLC
NEW18—+18——$892—2026-10-21
Covestor Ltd
INCREASED75+2+40%$0$0$02026-10-30
Assetmark, Inc
UNCHANGED6600%$282$297+$152026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED4400%$189$200+$112026-11-05
Principal Financial Group Inc
CLOSED019,355-19,355-100%$908.1K$0-$908.1K2026-11-02
US Bancorp \de\
CLOSED01,915-1,915-100%$89.9K$0-$89.9K2026-11-05
Chilton Capital Management LLC
CLOSED028-28-100%$1.3K$0-$1.3K2026-10-28
Clearstead Advisors, LLC
CLOSED01-1-100%$47$0-$472026-11-06
BlackRock, Inc.
N/A—1,468,195-1,468,195-100%$68.9M———
Vanguard Capital Management LLC
N/A—679,819-679,819-100%$31.9M———
Wellington Management Group LLP
N/A—594,386-594,386-100%$27.9M———
State Street Corp
N/A—457,060-457,060-100%$21.4M———
American Century Companies Inc
N/A—448,667-448,667-100%$21.1M———
Private Capital Management, LLC
N/A—432,512-432,512-100%$20.3M———
Acadian Asset Management LLC
N/A—346,492-346,492-100%$16.3M———
First Eagle Investment Management, LLC
N/A—319,339-319,339-100%$15.0M———
Two Sigma Investments, LP
N/A—188,433-188,433-100%$8.8M———
CSM Advisors, LLC
N/A—184,035-184,035-100%$8.6M———
Morgan Stanley
N/A—182,854-182,854-100%$8.6M———
Basswood Capital Management, L.L.C.
N/A—180,329-180,329-100%$8.5M———
Northern Trust Corp
N/A—152,895-152,895-100%$7.2M———
Alliancebernstein L.P.
N/A—151,894-151,894-100%$5.9M———
Stieven Capital Advisors, L.P.
N/A—147,534-147,534-100%$6.9M———
Renaissance Technologies LLC
N/A—147,181-147,181-100%$6.9M———
Bridgeway Capital Management, LLC
N/A—143,495-143,495-100%$6.7M———
North Reef Capital Management LP
N/A—137,089-137,089-100%$6.4M———
Vanguard Portfolio Management LLC
N/A—130,914-130,914-100%$6.1M———
Charles Schwab Investment Management Inc
N/A—123,934-123,934-100%$5.8M———
Nuveen, LLC
N/A—112,734-112,734-100%$5.3M———
Vanguard Fiduciary Trust Co
N/A—99,332-99,332-100%$4.7M———
Banc Funds Co LLC
N/A—97,626-97,626-100%$4.6M———
JPMorgan Chase & Co
N/A—94,236-94,236-100%$4.4M———
Zacks Investment Management
N/A—91,697-91,697-100%$4.3M———
Empowered Funds, LLC
N/A—86,995-86,995-100%$4.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—86,330-86,330-100%$4.1M———
Goldman Sachs Group Inc
N/A—80,568-80,568-100%$3.8M———
Millennium Management LLC
N/A—69,875-69,875-100%$3.3M———
Panagora Asset Management Inc
N/A—65,649-65,649-100%$3.1M———
Martingale Asset Management L P
N/A—65,317-65,317-100%$3.1M———
Arrowstreet Capital, Limited Partnership
N/A—63,767-63,767-100%$3.0M———
AQR Capital Management LLC
N/A—63,265-63,265-100%$3.0M———
Trexquant Investment LP
N/A—62,217-62,217-100%$2.9M———
Elizabeth Park Capital Advisors, Ltd.
N/A—59,042-59,042-100%$2.8M———
First Trust Advisors LP
N/A—48,823-48,823-100%$2.3M———
Raymond James Financial Inc
N/A—47,337-47,337-100%$2.2M———
Stifel Financial Corp
N/A—46,209-46,209-100%$2.2M———
Bank of America Corp
N/A—46,121-46,121-100%$2.2M———
LOS Angeles Capital Management LLC
N/A—43,844-43,844-100%$2.1M———
Rather & Kittrell, Inc.
N/A—40,631-40,631-100%$1.9M———
D. E. Shaw & Co., Inc.
N/A—36,712-36,712-100%$1.7M———
Quantinno Capital Management LP
N/A—34,094-34,094-100%$1.6M———
SlateStone Wealth, LLC
N/A—29,302-29,302-100%$1.4M———
Caldwell Sutter Capital, Inc.
N/A—28,431-28,431-100%$1.3M———
Franklin Resources Inc
N/A—27,646-27,646-100%$1.3M———
Victory Capital Management Inc
N/A—27,600-27,600-100%$1.3M———
BNP Paribas Financial Markets
N/A—23,636-23,636-100%$1.1M———
Captrust Financial Advisors
N/A—23,294-23,294-100%$1.1M———
Citadel Advisors LLC
N/A—23,139-23,139-100%$1.1M———
Lbmc Investment Advisors, LLC
N/A—23,048-23,048-100%$1.1M———
HSBC Holdings PLC
N/A—22,681-22,681-100%$1.1M———
Pinnacle Financial Partners, Inc.
N/A—21,763-21,763-100%$1.0M———
FMR LLC
N/A—20,891-20,891-100%$980.2K———
Rhumbline Advisers
N/A—19,269-19,269-100%$904.1K———
Invesco Ltd.
N/A—18,501-18,501-100%$868.1K———
NewEdge Advisors, LLC
N/A—17,140-17,140-100%$804.2K———
Silver OAK Securities, Incorporated
N/A—16,018-16,018-100%$751.6K———
SG Americas Securities, LLC
N/A—15,490-15,490-100%$727.0K———
Man Group plc
N/A—15,454-15,454-100%$725.1K———
Squarepoint Ops LLC
N/A—15,439-15,439-100%$724.4K———
State of Wisconsin Investment Board
N/A—13,918-13,918-100%$653.0K———
Occudo Quantitative Strategies LP
N/A—13,457-13,457-100%$631.4K———
Wells Fargo & Company
N/A—13,305-13,305-100%$624.3K———
Geneos Wealth Management Inc.
N/A—13,098-13,098-100%$614.6K———
Price T Rowe Associates Inc
N/A—12,752-12,752-100%$599.0K———
Canada Pension Plan Investment Board
N/A—12,200-12,200-100%$572.4K———
Kennedy Capital Management LLC
N/A—11,363-11,363-100%$533.2K———
Brooks, Moore & Associates, Inc.
N/A—11,351-11,351-100%$532.6K———
XTX Topco Ltd
N/A—11,147-11,147-100%$523.0K———
UBS Group AG
N/A—10,869-10,869-100%$510.0K———
MetLife Investment Management, LLC
N/A—9,359-9,359-100%$439.1K———
HRT Financial LP
N/A—9,317-9,317-100%$437.0K———
Qube Research & Technologies Ltd
N/A—9,031-9,031-100%$423.7K———
Aptus Capital Advisors, LLC
N/A—9,029-9,029-100%$423.7K———
Hillsdale Investment Management Inc.
N/A—8,840-8,840-100%$414.8K———
Cetera Investment Advisers
N/A—8,353-8,353-100%$391.9K———
Sequoia Financial Advisors, LLC
N/A—7,915-7,915-100%$371.4K———
HHM Wealth Advisors, LLC
N/A—7,332-7,332-100%$344.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—7,190-7,190-100%$337.4K———
Quadrature Capital Ltd
N/A—7,178-7,178-100%$336.8K———
1492 Capital Management LLC
N/A—6,901-6,901-100%$323.8K———
Engineers Gate Manager LP
N/A—6,570-6,570-100%$308.3K———
EntryPoint Capital, LLC
N/A—6,570-6,570-100%$308.3K———
New York State Common Retirement Fund
N/A—6,434-6,434-100%$301.9K———
Mercer Global Advisors Inc
N/A—6,238-6,238-100%$292.7K———
Voleon Capital Management LP
N/A—5,555-5,555-100%$260.6K———
Rafferty Asset Management, LLC
N/A—5,481-5,481-100%$257.2K———
Vanguard Global Advisers, LLC
N/A—5,470-5,470-100%$256.7K———
Semanteon Capital Management, LP
N/A—5,356-5,356-100%$251.3K———
GSA Capital Partners LLP
N/A—5,105-5,105-100%$240.0K———
Susquehanna Portfolio Strategies, LLC
N/A—4,938-4,938-100%$231.7K———
Manufacturers Life Insurance Company, the
N/A—4,759-4,759-100%$223.3K———
Schonfeld Strategic Advisors LLC
N/A—4,686-4,686-100%$219.9K———
Police & Firemen's Retirement System of New Jersey
N/A—4,550-4,550-100%$213.5K———
State Board of Administration of Florida Retirement System
N/A—4,520-4,520-100%$212.1K———
Virtus Advisers, LLC
N/A—4,268-4,268-100%$200.3K———
Voya Investment Management LLC
N/A—4,266-4,266-100%$200.2K———
Northwestern Mutual Wealth Management Co
N/A—1,945-1,945-100%$91.3K———
Kemnay Advisory Services Inc.
N/A—1,935-1,935-100%$90.8K———
Legal & General Group Plc
N/A—1,526-1,526-100%$71.6K———
Arax Advisory Partners
N/A—1,507-1,507-100%$70.7K———
Ameritas Investment Partners, Inc.
N/A—1,417-1,417-100%$66.5K———
Tower Research Capital LLC (TRC)
N/A—1,258-1,258-100%$59.0K———
Public Employees Retirement System of Ohio
N/A—995-995-100%$46.7K———
Tripletail Wealth Management, LLC
N/A—970-970-100%$45.9K———
Royal Bank of Canada
N/A—719-719-100%$34.0K———
Proffitt & Goodson Inc
N/A—600-600-100%$28.2K———
Federated Hermes, Inc.
N/A—571-571-100%$26.8K———
Osaic Holdings, Inc.
N/A—340-340-100%$16.0K———
Aquatic Capital Management LLC
N/A—270-270-100%$12.7K———
California State Teachers Retirement System
N/A—214-214-100%$10.0K———
UBS Asset Management Americas LLC
N/A—208-208-100%$9.8K———
Smartleaf Asset Management LLC
N/A—182-182-100%$8.6K———
Jones Financial Companies Lllp
N/A—144-144-100%$6.9K———
Continuum Advisory, LLC
N/A—81-81-100%$3.8K———
Aster Capital Management (Difc) Ltd
N/A—75-75-100%$3.5K———
Rothschild Investment LLC
N/A—45-45-100%$2.1K———
Optiver Holding B.V.
N/A—36-36-100%$1.7K———
Huntington National Bank
N/A—32-32-100%$1.5K———
Basecamp Wealth Advisors LLC
N/A—21-21-100%$985———
Transamerica Financial Advisors, LLC
N/A—17-17-100%$802———
Steward Partners Investment Advisory, LLC
N/A—17-17-100%$798———
Berthel, Fisher & Company Financial Services, Inc.
N/A—13-13-100%$610———
BFC Planning, Inc.
N/A—13-13-100%$610———
Showing 195 of 195 institutions