13FBOX
SMARTFINANCIAL INC COM NEW · 13F Institutional Holdings
Options Calculator Rankings

SMARTFINANCIAL INC COM NEW

SMBK
Institutions
183
Combined AUM (Q2 2026)
$522.7M
Combined Shares (Q2 2026)
11.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+975,819
111 · 26 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-565,486
55 · 16 Exit · ≈
⚖️ Net
+410,333
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$522.7M
Institutions
183
New Buys
26
Adds
85
Reduces
39
Exits
16
Unchanged
33
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#94$68.9M1.5M$50.2M1.3M+183,638+14.30%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#56$39.2M836,086$32.7M836,388-302-0.04%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#108$31.9M679,819$26.6M680,417-598-0.09%Reduce
WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#60$27.9M594,386$26.4M675,347-80,961-11.99%Reduce
STATE STREET CORP
<0.01%<0.01%#110$21.4M457,060$17.2M440,532+16,528+3.75%Add
AMERICAN CENTURY COMPANIES INC
0.01%0.01%#52$21.1M448,667$14.5M371,813+76,854+20.67%Add
Private Capital Management, LLC
1.79%1.67%#4$20.3M432,512$16.7M428,147+4,365+1.02%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#96$17.9M381,419$13.9M355,361+26,058+7.33%Add
ACADIAN ASSET MANAGEMENT LLC
0.02%0.02%#40$16.3M346,492$11.1M284,179+62,313+21.93%Add
First Eagle Investment Management, LLC
0.03%0.01%#37$15.0M319,339$8.8M224,039+95,300+42.54%Add
Cravens & Co Advisors, LLC
6.94%5.6%#1$10.3M220,400$8.6M220,430-30-0.01%Reduce
SALZHAUER MICHAEL
2.8%3.92%#2$9.9M211,013$8.3M212,670-1,657-0.78%Reduce
TWO SIGMA INVESTMENTS, LP
0.01%0.01%#59$8.8M188,433$6.6M169,884+18,549+10.92%Add
CSM Advisors, LLC
0.18%0.17%#16$8.6M184,035$6.7M171,175+12,860+7.51%Add
MORGAN STANLEY
<0.01%<0.01%#116$8.6M182,854$4.2M116,288+66,566+57.24%Add
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
0.34%0.31%#10$8.5M180,329$6.6M169,740+10,589+6.24%Add
NORTHERN TRUST CORP
<0.01%<0.01%#98$7.2M152,895$5.6M144,546+8,349+5.78%Add
Stieven Capital Advisors, L.P.
1.32%1.23%#5$6.9M147,534$5.8M147,234+300+0.20%Add
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#48$6.9M147,181$6.0M152,274-5,093-3.34%Reduce
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.12%0.11%#21$6.7M143,495$5.4M137,242+6,253+4.56%Add
North Reef Capital Management LP
0.25%0.18%#13$6.4M137,089$5.4M137,088+1+0.00%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#133$6.1M130,914$4.4M112,174+18,740+16.71%Add
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#73$5.9M151,894$5.6M150,854+1,040+0.69%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#104$5.8M123,934$4.8M121,655+2,279+1.87%Add
Nuveen, LLC
<0.01%<0.01%#87$5.3M112,734$3.8M96,934+15,800+16.30%Add
DEPRINCE RACE & ZOLLO INC
0.09%0.09%#25$5.0M127,724$5.0M127,72400.00%Unchanged
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#93$4.7M99,332$3.7M94,534+4,798+5.08%Add
BANC FUNDS CO LLC
0.76%1.09%#7$4.6M97,626$5.9M150,087-52,461-34.95%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#137$4.4M94,236$3.7M94,417-181-0.19%Reduce
ZACKS INVESTMENT MANAGEMENT
0.03%0.03%#35$4.3M91,697$3.3M84,989+6,708+7.89%Add
Empowered Funds, LLC
0.02%0.02%#38$4.1M86,995$3.2M80,742+6,253+7.74%Add
Connor, Clark & Lunn Investment Management Ltd.
0.01%0.01%#54$4.1M86,330$3.7M93,597-7,267-7.76%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#128$3.8M80,568$5.1M129,873-49,305-37.96%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#111$3.7M79,830$3.2M80,719-889-1.10%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#69$3.7M78,646$4.0M102,844-24,198-23.53%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#91$3.3M69,875$3.6M92,672-22,797-24.60%Reduce
PANAGORA ASSET MANAGEMENT INC
0.01%0.01%#50$3.1M65,649$2.5M64,053+1,596+2.49%Add
MARTINGALE ASSET MANAGEMENT L P
0.07%0.05%#28$3.1M65,317$2.1M53,769+11,548+21.48%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#85$3.0M63,767$2.0M50,381+13,386+26.57%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#92$3.0M63,265$1.9M49,889+13,376+26.81%Add
Trexquant Investment LP
0.02%0.01%#41$2.9M62,217$906,50023,196+39,021+168.22%Add
Elizabeth Park Capital Advisors, Ltd.
1.91%1.93%#3$2.8M59,042$2.5M64,042-5,000-7.81%Reduce
FIRST TRUST ADVISORS LP
<0.01%<0.01%#84$2.3M48,823$1.8M46,590+2,233+4.79%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#112$2.2M47,337$1.8M47,285+52+0.11%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#78$2.2M46,209$1.9M49,609-3,400-6.85%Reduce
REGIONS FINANCIAL CORP
0.01%0.01%#43$2.2M46,139$1.8M46,13900.00%Unchanged
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#148$2.2M46,121$1.9M47,443-1,322-2.79%Reduce
LOS ANGELES CAPITAL MANAGEMENT LLC
0.01%0.01%#55$2.1M43,844$1.6M42,069+1,775+4.22%Add
Rather & Kittrell, Inc.
0.27%0.12%#11$1.9M40,631$751,58719,232+21,399+111.27%Add
D. E. Shaw & Co., Inc.
<0.01%<0.01%#99$1.7M36,712$1.7M42,552-5,840-13.72%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow