60% buyers of institutions opening or closing positions this quarter
8 more new buyers than exits, ownership rose 3.32 percentage points vs the prior quarter, and 2 well-known fund managers in the top 25.
60% buyers of institutions opening or closing positions this quarter
51.1% institutional ownership
Cravens & Co portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in SMBK across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SMBK held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.3M | $50.2M | +1.6% | 7.513% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 836K | $32.7M | -0.3% | 4.892% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 680K | $26.6M | — | 3.980% | 0.00% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 675K | $26.4M | -7.2% | 3.950% | 0.00% |
| 5 | STATE STREET CORP | 441K | $17.2M | +33.6% | 2.577% | 0.00% |
| 6 | Private Capital Management, LLC | 428K | $16.7M | -10.0% | 2.504% | 1.67% |
| 7 | AMERICAN CENTURY COMPANIES INC | 372K | $14.5M | +18.9% | 2.175% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 355K | $13.9M | +5.1% | 2.079% | 0.00% |
| 9 | First Eagle Investment Management, LLC | 224K | $8.8M | +47.2% | 1.310% | 0.01% |
| 10 | Cravens & Co Advisors, LLC | 220K | $8.6M | 0.0% | 1.289% | 5.60% |
| 11 | SALZHAUER MICHAEL | 213K | $8.3M | -5.9% | 1.244% | 3.92% |
| 12 | MORGAN STANLEY | 171K | $6.7M | +1.1% | 1.000% | 0.00% |
| 13 | TWO SIGMA INVESTMENTS, LP | 170K | $6.6M | +36.3% | 0.994% | 0.01% |
| 14 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 170K | $6.6M | — | 0.993% | 0.31% |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 152K | $6.0M | -14.6% | 0.891% | 0.01% |
| 16 | BANC FUNDS CO LLC | 150K | $5.9M | -25.2% | 0.878% | 1.09% |
| 17 | Stieven Capital Advisors, L.P. | 147K | $5.8M | -0.3% | 0.861% | 1.23% |
| 18 | NORTHERN TRUST CORP | 145K | $5.6M | +5.6% | 0.845% | 0.00% |
| 19 | ALLIANCEBERNSTEIN L.P. | 151K | $5.6M | -2.0% | 0.882% | 0.00% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 137K | $5.4M | -4.3% | 0.803% | 0.11% |
| 21 | North Reef Capital Management LP | 137K | $5.4M | +1.6% | 0.802% | 0.18% |
| 22 | GOLDMAN SACHS GROUP INC | 130K | $5.1M | -20.4% | 0.760% | 0.00% |
| 23 | DEPRINCE RACE & ZOLLO INC | 128K | $5.0M | -3.3% | 0.747% | 0.09% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 122K | $4.8M | +0.3% | 0.712% | 0.00% |
| 25 | Qube Research & Technologies Ltd | 114K | $4.4M | +10.0% | 0.665% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SMBK — a direct measure of their conviction.
Filings activity in SMBK during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 170 | +4.9% | 51.14% | +3.32 pp | $397M | +6.9% |
| Q4 2025 | 162 | +4.5% | 47.82% | +5.15 pp | $372M | +12% |
| Q3 2025 | 155 | +5.4% | 42.67% | +1.97 pp | $332M | +4.8% |
| Q2 2025 | 147 | +7.3% | 40.70% | +2.91 pp | $316M | +7.7% |
| Q1 2025 | 137 | +7.9% | 37.79% | +0.56 pp | $294M | +1.5% |
| Q4 2024 | 127 | +10% | 37.23% | +2.81 pp | $289M | +8.2% |
| Q3 2024 | 115 | +14% | 34.42% | +7.44 pp | $268M | +28% |
| Q2 2024 | 101 | — | 26.98% | — | $210M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for SMBK.
Quick answers to the most common questions about buying SMBK stock.
Based on Q1 2026 13F filings, institutional ownership of SmartFinancial, Inc. stands at 51.1%, held across 170 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SMBK, with approximately 1,284,557 shares worth $0.05B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SMBK, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SMBK is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
25 institutions opened new positions in SMBK during Q1 2026, while 17 fully exited. 114 added to existing positions and 30 trimmed.
SMBK institutional ownership rose by 3.32 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 54.2% of all reported 13F value in SMBK, and the top 25 account for 76.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.