Institutional Ownership Smartfinancial Inc. (SMBK)
This table provides information about the institutional ownership of Smartfinancial Inc. (SMBK). We have compiled data on the 165 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $369 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Nov 10, 2025 Q3 2025 |
7,485
shares
|
$269,534
0.18% of portfolio
|
Q3 2025
Reduced 61.88%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
6,945
shares
|
$250,089
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Yorktown Management & Research CO Inc
|
Oct 29, 2025 Q3 2025 |
6,750
shares
|
$243,067
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
6,679
shares
|
$240,510
0.0% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,570
shares
|
$236,585
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
6,499
shares
|
$234,028
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,488
shares
|
$233,632
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
6,261
shares
|
$225,458
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 09, 2025 Q3 2025 |
6,192
shares
|
$222,973
0.09% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
5,825
shares
|
$209,758
0.03% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
5,791
shares
|
$208,533
0.0% of portfolio
|
Q3 2025
Reduced 25.4%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
5,738
shares
|
$206,625
0.0% of portfolio
|
Q3 2025
Reduced 64.66%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
5,539
shares
|
$199,459
0.02% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
5,082
shares
|
$183,002
0.02% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
4,545
shares
|
$163,665
0.0% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
4,234
shares
|
$152,466
0.0% of portfolio
|
Q3 2025
Added 19.81%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,163
shares
|
$149,909
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
3,838
shares
|
$138,206
0.0% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,160
shares
|
$113,791
0.0% of portfolio
|
Q3 2025
Added 27.68%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,836
shares
|
$102,124
0.01% of portfolio
|
Q3 2025
Reduced 67.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,418
shares
|
$87,072
0.0% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,945
shares
|
$70,039
0.0% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,760
shares
|
$63,377
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,498
shares
|
$53,942
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
1,429
shares
|
$51,458
0.01% of portfolio
|
Q4 2021
Added 138.17%
|
|