SMARTFINANCIAL INC (SMBK) Institutional Ownership Changes & 13F Activity
SMARTFINANCIAL INC (SMBK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Qube Research & Technologies Ltd, First Eagle U.S. Value, Wellington Management Group Llp, Deprince Race & Zollo Inc, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +4,759 | — | 4,759 | $223.29K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +13,109 | +130.7% | 23,139 | $1.09M | Q2 2026 | Sep 02, 2026 |
| First Eagle U.S. Value | Buy | +95,300 | +42.5% | 319,339 | $14.98M | Q2 2026 | Aug 24, 2026 |
| California State Teachers Retirement System | Sell | -615 | -74.2% | 214 | $10.04K | Q2 2026 | Aug 24, 2026 |
| Deprince Race & Zollo Inc | Sell | -63,022 | -49.3% | 64,702 | $3.04M | Q2 2026 | Aug 20, 2026 |
| Ridgepath Capital Management Llc | Sell | -96 | -1.6% | 6,046 | $283.68K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +895 | +16.8% | 6,238 | $292.69K | Q2 2026 | Aug 19, 2026 |
| Empowered Funds, Llc | Buy | +6,253 | +7.7% | 86,995 | $4.08M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +17 | — | 17 | $802.00 | Q2 2026 | Aug 17, 2026 |
| Qube Research & Technologies Ltd | Sell | -104,717 | -92.1% | 9,031 | $423.74K | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Sell | -80,961 | -12.0% | 594,386 | $27.89M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -49,305 | -38.0% | 80,568 | $3.78M | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Buy | +39,021 | +168.2% | 62,217 | $2.92M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -22,797 | -24.6% | 69,875 | $3.28M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +18,549 | +10.9% | 188,433 | $8.84M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +18,501 | — | 18,501 | $868.07K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +13,376 | +26.8% | 63,265 | $2.97M | Q2 2026 | Aug 14, 2026 |
| Csm Advisors, Llc | Buy | +12,860 | +7.5% | 184,035 | $8.64M | Q2 2026 | Aug 14, 2026 |
| Kennedy Capital Management Llc | Sell | -12,348 | -52.1% | 11,363 | $533.15K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +11,147 | — | 11,147 | $523.02K | Q2 2026 | Aug 14, 2026 |
| Basswood Capital Management, L.L.C. | Buy | +10,589 | +6.2% | 180,329 | $8.46M | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops Llc | Buy | +7,965 | +106.6% | 15,439 | $724.40K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +7,574 | +132.2% | 13,305 | $624.27K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Sell | -6,984 | -42.8% | 9,317 | $437.00K | Q2 2026 | Aug 14, 2026 |
| Bridgeway Capital Management, Llc | Buy | +6,253 | +4.6% | 143,495 | $6.73M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Sell | -5,840 | -13.7% | 36,712 | $1.72M | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors Llc | Buy | +4,686 | — | 4,686 | $219.87K | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, Llc | Sell | -4,607 | -48.3% | 4,938 | $231.69K | Q2 2026 | Aug 14, 2026 |
| Private Capital Management, Llc | Buy | +4,365 | +1.0% | 432,512 | $20.29M | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, Llc | Sell | -2,933 | -34.9% | 5,481 | $257.17K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about SMBK activity
Which institutional owners are buying SMBK?
Institutional owners buying SMBK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SMBK activity?
"Buy" means an investor increased their reported position in SMBK compared to the prior reporting period. This reflects growing exposure to SMARTFINANCIAL INC (SMBK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SMBK increasing?
Institutional interest in SMBK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related SMBK Institutional Insights
- SMBK Overview
- SMBK 13F Institutional Holders
- SMBK Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- SMBK Insider Trading & SEC Form 4 Activity
- SMBK Articles
- Top Institutional Investor Stock Rankings