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Who owns SMBKWhat SMBK owns — n/a

Who owns SmartFinancial, Inc.?

Institutional ownership of SMBK from SEC Form 13F filings across 128 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

128

13F holders

$326.3M

value, 2026 filers

43.4%

of shares outstanding (7.4M sh)

21

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SMBK's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.1.5M$68.9M0.0%8.6%+14.3%
2VANGUARD CAPITAL MANAGEMENT LLC679,819$31.9M0.0%4%-50.0%
3WELLINGTON MANAGEMENT GROUP LLP594,386$27.9M0.0%3.5%-12.0%
4AMERICAN CENTURY COMPANIES INC448,667$21.1M0.0%2.6%+20.7%
5GEODE CAPITAL MANAGEMENT, LLC381,419$17.9M0.0%2.2%+7.3%
6ACADIAN ASSET MANAGEMENT LLC346,492$16,2500.0%2%+21.9%
7First Eagle Investment Management, LLC319,339$15.0M0.0%1.9%-28.7%
8TWO SIGMA INVESTMENTS, LP188,433$8.8M0.0%1.1%+10.9%
9MORGAN STANLEY182,854$8.6M0.0%1.1%+7.0%
10NORTHERN TRUST CORP152,895$7.2M0.0%0.9%+5.8%
11ALLIANCEBERNSTEIN L.P.151,894$5.9M0.0%0.9%+0.7%
12Stieven Capital Advisors, L.P.147,534$6.9M1.3%0.9%+0.2%
13VANGUARD PORTFOLIO MANAGEMENT LLC130,914$6.1M0.0%0.8%+16.7%
14Sixth Street Partners Management Company, L.P.NEW123,934$5.8M1.0%0.7%new
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC123,934$5.8M0.0%0.7%+1.9%
16Nuveen, LLC112,734$5.3M0.0%0.7%+16.3%
17VANGUARD FIDUCIARY TRUST CO99,332$4.7M0.0%0.6%+5.1%
18JPMORGAN CHASE & CO94,236$4.4M0.0%0.6%-0.2%
19ZACKS INVESTMENT MANAGEMENT91,697$4.3M0.0%0.5%+7.9%
20Connor, Clark & Lunn Investment Management Ltd.86,330$4.1M0.0%0.5%-7.8%
21GOLDMAN SACHS GROUP INC80,568$3.8M0.0%0.5%-38.0%
22Bank of New York Mellon Corp79,830$3.7M0.0%0.5%-1.1%
23Russell Investments Group, Ltd.78,646$3.7M0.0%0.5%-23.5%
24MILLENNIUM MANAGEMENT LLC69,875$3.3M0.0%0.4%-24.6%
25ARROWSTREET CAPITAL, LIMITED PARTNERSHIP63,767$3.0M0.0%0.4%+26.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.