SMBK Institutional Ownership
Who owns Smartfinancial Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 187 funds reported holding SMBK at Jun 30, 2026, together owning 67.0% of the company.
- ▲109 buying vs 52 selling
- ▲Held by funds +3.6 pts
- ▲Funds holding +10
- ▼Superinvestors: 1 added, 3 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 187 | 177 | +5.6% |
| In funds' top 10 | 2 | 2 | 0.0% |
| 13F shares | 11.5M | 10.9M | +5.6% |
| Held by funds | 67.0% | 63.5% | +3.6 pts |
| New positions | 25 | 20 | +25.0% |
| Increased | 84 | 55 | +52.7% |
| Reduced | 38 | 45 | −15.6% |
| Sold out | 14 | 13 | +7.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SMBK
All superinvestors →
Who owns SMBK
share of fund held shares- Index and passive funds38.4%
- Active managers and hedge funds55.0%
- Banks and brokers6.2%
- Pensions, insurers and other0.4%
The top 10 holders own 54.8% of all SMBK shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
31 funds changed their position- Salzhauer MichaelTrimmed−70K sh
- Deprince Race & Zollo IncTrimmed−23K sh
- Rosenthal | Henry Capital Advisors, Inc.New+21K sh
- SummerHaven Investment Management, LLCNew+20K sh
- Principal Financial Group IncSold out−19K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.59% | 1.5M | $68.9M | +184K |
| 2 | Dimensional Fund Advisors LP | 4.89% | 836K | $39.2M | −302 |
| 3 | Vanguard Capital Management LLC | 3.98% | 680K | $31.9M | −598 |
| 4 | First Eagle Investment Management, LLC | 3.74% | 639K | $30M | +415K |
| 5 | Wellington Management Group LLP | 3.48% | 594K | $27.9M | −81K |
| 6 | State Street Corp | 2.67% | 457K | $21.4M | +17K |
| 7 | American Century Companies Inc | 2.62% | 449K | $21.1M | +77K |
| 8 | Private Capital Management, LLC | 2.53% | 433K | $20.3M | +4,365 |
| 9 | Geode Capital Management, LLC | 2.23% | 381K | $17.9M | +26K |
| 10 | Acadian Asset Management LLC | 2.03% | 346K | $16.3M | +62K |
- First Eagle Investment Management, LLC+415K sh+$19.5M
- BlackRock, Inc.+184K sh+$8.6M
- American Century Companies Inc+77K sh+$3.6M
- Acadian Asset Management LLC+62K sh+$2.9M
- Trexquant Investment LP+39K sh+$1.8M
- Geode Capital Management, LLC+26K sh+$1.2M
- Rather & Kittrell, Inc.+21K sh+$1M
- Vanguard Portfolio Management LLC+19K sh+$879K
- Qube Research & Technologies Ltd−105K sh−$4.9M
- Wellington Management Group LLP−81K sh−$3.8M
- Deprince Race & Zollo Inc−63K sh−$3M
- Banc Funds Co LLC−52K sh−$2.5M
- Goldman Sachs Group Inc−49K sh−$2.3M
- Tudor Investment Corp ET AL−46K sh−$1.8M
- Russell Investments Group, Ltd.−24K sh−$1.1M
- Millennium Management LLC−23K sh−$1.1M
SMBK institutional ownership FAQ
Who owns the most SMBK stock?
In Q2 2026 13F filings the largest holder of SMBK was BlackRock, Inc., followed by Dimensional Fund Advisors LP and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of SMBK is owned by institutions?
Funds that file 13F reports held 67.0% of SMBK's shares at Jun 30, 2026, compared with 63.5% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying SMBK?
In Q2 2026, 109 funds bought SMBK (25 of them new positions) and 52 sold (14 sold out completely). Among well known investors, 1 added and 3 cut. Our fund sentiment for SMBK is bullish.
What is SMBK's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SMBK ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.