Who owns Smartfinancial?

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Analyze quarterly positions in Smartfinancial with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Smartfinancial stock

Who bought or sold Smartfinancial this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
BlackRock 1.3M $50M 2% Mar 2026
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Vanguard Group 851k $32M 0% Dec 2025
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Dimensional Fund Advisors 836k $33M 0% Mar 2026
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Wellington Management Company 728k $27M 12% Dec 2025
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Vanguard Capital Management 680k $27M 100% Mar 2026
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Private Capital Management 428k $17M -10% Mar 2026
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Geode Capital Management 355k $14M 5% Mar 2026
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State Street Corporation 330k $12M -4% Dec 2025
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American Century Companies 313k $12M 8% Dec 2025
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Acadian Asset Management 284k $11M 15% Mar 2026
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First Eagle Investment Management 224k $8.8M 47% Mar 2026
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Cravens & Co Advisors 220k $8.6M 0% Mar 2026
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Salzhauer Michael 213k $8.3M -6% Mar 2026
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Banc Funds Company 201k $7.4M 0% Dec 2025
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Renaissance Technologies 178k $6.6M 3% Dec 2025
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CSM Advisors 172k $6.4M 0% Dec 2025
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Morgan Stanley 171k $6.7M 1% Mar 2026
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Two Sigma Investments 170k $6.6M 36% Mar 2026
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Alliancebernstein 151k $5.6M -2% Mar 2026
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Stieven Capital Advisors 147k $5.8M 0% Mar 2026
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Bridgeway Capital Management 144k $5.3M 6% Dec 2025
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North Reef Capital Management 137k $5.4M 2% Mar 2026
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Northern Trust 137k $5.1M -5% Dec 2025
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Goldman Sachs Group 130k $5.1M -20% Mar 2026
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DePrince Race & Zollo 128k $5.0M -3% Mar 2026
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Charles Schwab Investment Management 121k $4.5M 1% Dec 2025
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Vanguard Portfolio Management 112k $4.4M 100% Mar 2026
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Qube Research & Technologies 103k $3.8M 63% Dec 2025
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Russell Investments 103k $4.0M 2% Mar 2026
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Nuveen 97k $3.8M -23% Mar 2026
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Vanguard Fiduciary Trust 95k $3.7M 100% Mar 2026
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Connor, Clark & Lunn Investment Management 94k $3.7M -5% Mar 2026
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Millennium Management 93k $3.6M 11% Mar 2026
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Empowered Funds 87k $3.2M 11% Dec 2025
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Zacks Investment Management 85k $3.3M 8% Mar 2026
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Bank of New York Mellon 81k $3.2M 15% Mar 2026
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PanAgora Asset Management 64k $2.5M 1% Mar 2026
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Elizabeth Park Capital Advisors 64k $2.5M -13% Mar 2026
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Martingale Asset Management 54k $2.1M 22% Mar 2026
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Arrowstreet Capital, Limited Partnership 50k $1.9M 8% Dec 2025
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AQR Capital Management 50k $1.9M 6% Mar 2026
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Stifel Financial 50k $1.9M 0% Mar 2026
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Bank of America Corporation 47k $1.9M 100% Mar 2026
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First Trust Advisors 47k $1.8M 1% Mar 2026
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Regions Bank 46k $1.8M 0% Mar 2026
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Tudor Investment Corporation 46k $1.8M -1% Mar 2026
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D. E. Shaw & Co 43k $1.7M -14% Mar 2026
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Thomas Stevens, CFA" 42k $1.6M 6% Mar 2026
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Patriot Investment Management 35k $1.4M 0% Mar 2026
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Barclays 34k $1.3M 18% Dec 2025
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Franklin Resources 31k $1.2M 93% Mar 2026
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Marshall Wace 31k $1.1M 437% Dec 2025
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SlateStone Wealth 29k $1.1M 0% Mar 2026
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Captrust Financial Advisors 29k $1.1M 0% Dec 2025
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Caldwell Sutter Capital 28k $1.1M 0% Mar 2026
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Victory Capital Management 27k $993k -4% Dec 2025
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Creative Planning 26k $1.0M 8% Mar 2026
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Brandywine Global Investment Management 25k $908k -3% Dec 2025
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Kennedy Capital Management 24k $927k 0% Mar 2026
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Invesco 23k $916k -4% Mar 2026
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Trexquant Investment 23k $907k 100% Mar 2026
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LBMC Investment Advisors 23k $853k -47% Dec 2025
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Hsbc Holdings 22k $864k -1% Mar 2026
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Pinnacle Financial Partners 22k $805k 100% Dec 2025
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Bailard 21k $829k 0% Mar 2026
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Quantinno Capital Management 21k $813k 90% Mar 2026
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LeConte Wealth Management 20k $794k 0% Mar 2026
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Y-Intercept 20k $792k 100% Mar 2026
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Rather & Kittrell 19k $752k 0% Mar 2026
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Rhumbline Advisers 18k $716k -1% Mar 2026
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Principal Financial Group 18k $708k 100% Mar 2026
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Bnp Paribas Arbitrage, Snc 18k $703k 3% Mar 2026
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Hrt Financial 16k $637k -17% Mar 2026
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Silver Oak Securities 16k $626k 0% Mar 2026
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OTR - Nominee Name for The State Teachers Retirement Board of Ohio 16k $618k 0% Mar 2026
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Cambridge Investment Research Advisors 15k $570k 0% Mar 2026
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Branch Banking & Trust Company 14k $562k 0% Mar 2026
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SG Americas Securities 14k $539k -60% Mar 2026
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Man Group 14k $530k 100% Mar 2026
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Geneos Wealth Management 13k $512k 0% Mar 2026
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CWM Advisors 13k $510k 3% Mar 2026
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UBS Group 13k $502k -14% Mar 2026
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Raymond James Financial 12k $457k 22% Dec 2025
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Canada Pension Plan Investment Board 12k $477k 0% Mar 2026
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Evergreen Advisors 12k $463k 0% Mar 2026
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Agp Franklin 12k $458k 100% Mar 2026
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Equitable Trust 12k $448k 2% Mar 2026
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Brooks, Moore & Associates 11k $444k 0% Mar 2026
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Deutsche Bank Aktiengesellschaft 11k $439k 18% Mar 2026
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Point72 Asset Management 11k $421k -33% Mar 2026
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Citigroup 10k $403k 100% Mar 2026
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Citadel Advisors 10k $392k -82% Mar 2026
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Susquehanna Portfolio Strategies 9.5k $353k -16% Dec 2025
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State of Wisconsin Investment Board 9.5k $351k 100% Dec 2025
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Hillsdale Investment Management 8.8k $345k 3739% Mar 2026
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MetLife Investment Advisors 8.6k $319k 0% Dec 2025
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Occudo Quantitative Strategies 8.6k $359k -3% Mar 2026
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Cetera Investment Advisers 8.3k $326k 0% Mar 2026
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CAP Partners 7.9k $309k 0% Mar 2026
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Polymer Capital Management 7.9k $309k 100% Mar 2026
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Aptus Capital Advisors 7.6k $297k 0% Mar 2026
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Squarepoint Ops 7.5k $292k 100% Mar 2026
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Voleon Capital Management 7.3k $285k 2% Mar 2026
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Mirae Asset Global Etfs Holdings 7.0k $274k 4% Mar 2026
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1492 Capital Management 6.9k $270k 100% Mar 2026
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Yorktown Management & Research Company 6.8k $264k 0% Mar 2026
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EntryPoint Capital 6.6k $243k 0% Dec 2025
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Kestra Private Wealth Services 6.5k $255k 0% Mar 2026
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Welch Group 6.5k $254k 0% Mar 2026
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Algert Coldiron Investors 6.5k $253k 100% Mar 2026
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Tennessee Valley Asset Management Partners 6.3k $245k 0% Mar 2026
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Varcov 6.2k $242k 100% Mar 2026
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Ridgepath Capital Management 6.1k $240k -1% Mar 2026
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Wells Fargo & Company 5.7k $224k -65% Mar 2026
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Vanguard Global Advisers 5.5k $214k 100% Mar 2026
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Mercer Global Advisors 5.3k $209k 100% Mar 2026
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Jane Street 5.3k $207k -91% Mar 2026
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Jacobs Levy Equity Management 5.3k $206k 100% Mar 2026
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Wealth Preservation Advisors 5.3k $206k -24% Mar 2026
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HHM Wealth Advisors 5.1k $199k 0% Mar 2026
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FMR 4.6k $172k 230% Dec 2025
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New York State Common Retirement Fund 4.2k $166k 0% Mar 2026
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Virtus ETF Advisers 4.2k $163k 0% Mar 2026
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Police & Firemen's Retirement System of New Jersey 3.5k $138k 0% Mar 2026
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CWM 2.9k $108k -8% Dec 2025
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Pnc Financial Services 2.7k $106k 13% Mar 2026
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Alaska Retirement Management Board 2.1k $80k 0% Mar 2026
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Northwestern Mutual Wealth Management Company 1.9k $76k 0% Mar 2026
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Legal & General Group 1.3k $53k -2% Mar 2026
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Summit Investment Advisors 1.2k $48k 0% Mar 2026
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NISA Investment Advisors 1.2k $47k 0% Mar 2026
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Ohio Pers 995.00 $37k 0% Dec 2025
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Tripletail Wealth Management 970.00 $40k 0% Dec 2025
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California State Teachers Retirement System 829.00 $32k -7% Mar 2026
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EverSource Wealth Advisors 760.00 $30k -1% Mar 2026
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Cullen Frost Bankers 686.00 $27k 18% Mar 2026
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Versant Capital Management 674.00 $26k 0% Mar 2026
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Kemnay Advisory Services 664.00 $25k 100% Dec 2025
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Proffitt & Goodson 600.00 $23k 0% Mar 2026
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Federated Investors 509.00 $20k -94% Mar 2026
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Sterling Capital Management 433.00 $17k -40% Mar 2026
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Tower Research Capital 425.00 $16k -48% Dec 2025
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SageView Advisory Group 416.00 $15k 100% Dec 2025
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Advisor Group Holdings 356.00 $13k 1448% Dec 2025
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Essential Partners 294.00 $12k 0% Mar 2026
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Pinnacle Wealth Planning Services 282.00 $11k 0% Mar 2026
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Harbor Capital Advisors 263.00 $10k -96% Mar 2026
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Signature 227.00 $8.9k 0% Mar 2026
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Quadrant Capital 221.00 $8.6k 0% Mar 2026
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Ubs Global Asset Management Americas 208.00 $8.1k 1% Mar 2026
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Royal Bank of Canada 136.00 $5.5k -75% Mar 2026
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Who sold out of Smartfinancial?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2025 66k $2.4M
Two Sigma Advisers Dec 2025 62k $2.3M
Algebris Dec 2025 58k $2.2M
Goss Wealth Management Dec 2025 27k $986k
Engineers Gate Manager Sep 2025 9.6k $343k
R Squared Dec 2025 8.9k $328k
Prudential Financial Dec 2025 8.7k $320k
Quest Partners Dec 2025 5.6k $206k
Quantbot Technologies Dec 2025 4.1k $152k
Advisory Services Network Sep 2025 505.00 $18k
Amalgamated Bank Dec 2025 457.00 $17k