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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
141
shares
|
$5,077
0.0% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
140
shares
|
$5,041
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
139
shares
|
$5,005
0.0% of portfolio
|
Q2 2025
Added 101.45%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
95
shares
|
$3,420
0.0% of portfolio
|
Q4 2024
Added 21.79%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
84
shares
|
$3,024
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
80
shares
|
$2,880
0.0% of portfolio
|
Q3 2025
Added 26.98%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
34
shares
|
$1,224
0.0% of portfolio
|
Q3 2025
Added 47.83%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
31
shares
|
$1,116
0.0% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
26
shares
|
$936
0.0% of portfolio
|
Q3 2025
Reduced 61.19%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
25
shares
|
$900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
23
shares
|
$828
0.0% of portfolio
|
Q3 2025
Added 53.33%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
6
shares
|
$216
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
5
shares
|
$180
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5
shares
|
$180
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|