SMBK / SmartFinancial, Inc. - Kepemilikan Institusional - Pembeli

SmartFinancial, Inc.
US ˙ NYSE ˙ US83190L2088

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di SmartFinancial, Inc. meliputi CSM Advisors, LLC, North Reef Capital Management LP, IWO - iShares Russell 2000 Growth ETF, Susquehanna Portfolio Strategies, LLC, Quest Partners LLC, SMIZ - Zacks Small/Mid Cap ETF, FZROX - Fidelity ZERO Total Market Index Fund, Occudo Quantitative Strategies Lp, HAPS - Harbor Corporate Culture Small Cap ETF, FZIPX - Fidelity ZERO Extended Market Index Fund, FECGX - Fidelity Small Cap Growth Index Fund, SSCYX - Small Capitalization Portfolio Class A, RUSC - U.S. Small Cap Equity Active ETF, ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund, VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class, BBGSX - Bridge Builder Small/Mid Cap Growth Fund, Cullen/frost Bankers, Inc., EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB, VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class, dan PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-07-14 13F GAMMA Investing LLC 139 101.45 5 100.00
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67,671 4.94 2,059 -9.46
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 2,308 19.77 70 4.48
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 12,000 3.45 405 12.50
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 80,093 10.42 2,545 1.07
2025-08-11 13F HHM Wealth Advisors, LLC 5,082 5.52 172 14.77
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 5,236 159
2025-08-12 13F Zacks Investment Management 63,552 2,147
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,693 733
2025-07-24 13F IFP Advisors, Inc 23 2,200.00 1
2025-08-11 13F Covestor Ltd 29 0
2025-08-14 13F Two Sigma Investments, Lp 69,516 40.48 2,348 52.67
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39,213 2.53 1,193 -11.57
2025-08-05 13F Huntington National Bank 67 157.69 2
2025-08-14 13F Occudo Quantitative Strategies Lp 6,140 207
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 54,544 15.90 1,659 0.00
2025-08-12 13F Nuveen, LLC 73,721 4.35 2,490 13.44
2025-08-13 13F Northern Trust Corp 141,425 10.78 4,777 20.42
2025-08-14 13F Citadel Advisors Llc 50,733 28.77 1,714 39.95
2025-08-07 13F Allworth Financial LP 83 418.75 3
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 467,387 2.37 15,788 11.26
2025-07-29 13F Regions Financial Corp 46,314 0.38 1,564 9.07
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 405 14
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 783 26
2025-07-28 NP HDG - ProShares Hedge Replication ETF 21 10.53 1
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 192,217 0.48 5,847 -13.31
2025-07-23 13F Equitable Trust Co 12,790 13.34 432 23.43
2025-08-14 13F Boothbay Fund Management, Llc 73,421 7.31 2,480 16.65
2025-08-14 13F/A Barclays Plc 30,387 48.81 1
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 12,455 23.97 421 34.62
2025-08-14 13F Bank Of America Corp /de/ 17,050 42.38 576 54.57
2025-08-12 13F Proequities, Inc. Put 0 0
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 11,624 274.48 369 244.86
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-14 13F Private Capital Management, LLC 537,446 3.78 18,155 12.93
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F GWM Advisors LLC 13,235 3,556.08 447 3,963.64
2025-08-14 13F UBS Group AG 14,052 52.09 475 65.16
2025-08-11 13F Persistent Asset Partners Ltd 19,636 45.68 663 58.61
2025-08-14 13F Engineers Gate Manager LP 11,849 5.19 400 14.29
2025-08-11 13F Aptus Capital Advisors, LLC 7,545 0.24 255 9.01
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 215,616 6.94 7,284 16.23
2025-08-07 13F Los Angeles Capital Management Llc 47,633 129.25 1,609 149.46
2025-08-08 13F Pnc Financial Services Group, Inc. 2,243 24.27 76 33.93
2025-08-14 13F Qube Research & Technologies Ltd 27,043 76.86 914 92.21
2025-08-12 13F Dimensional Fund Advisors Lp 820,799 4.36 27,727 13.43
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 51 2
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3,090 6.26 104 15.56
2025-07-24 13F CWM Advisors, LLC 11,442 3.40 387 12.54
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 935 130.30 32 158.33
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 93 55.00 3 0.00
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 4,517 144
2025-08-14 13F Tennessee Valley Asset Management Partners 6,261 211
2025-08-13 13F EverSource Wealth Advisors, LLC 1,499 45.96 51 61.29
2025-07-09 13F Harbor Capital Advisors, Inc. 5,432 8.55 0
2025-08-18 13F Geneos Wealth Management Inc. 18,630 200.00 629 225.91
2025-07-30 13F Cullen/frost Bankers, Inc. 481 16
2025-08-11 13F Vanguard Group Inc 820,605 3.24 27,720 12.21
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 6,800 172.00 207 134.09
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,370 133
2025-08-13 13F Marshall Wace, Llp 16,235 548
2025-08-12 13F MAI Capital Management 38 1
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 447 63.14 15 87.50
2025-07-15 13F LeConte Wealth Management, LLC 19,375 0.02 654 8.64
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 77,111 14.76 2,346 -1.01
2025-08-12 13F Stieven Capital Advisors, L.P. 147,834 0.14 4,994 8.83
2025-08-13 13F Arrowstreet Capital, Limited Partnership 46,565 11.06 1,573 20.64
2025-08-14 13F Fmr Llc 1,168 2.10 39 11.43
2025-08-08 13F Bailard, Inc. 19,700 58.68 665 72.73
2025-08-11 13F Empowered Funds, LLC 71,033 8.10 2,399 17.48
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 15,517 223.47 493 196.99
2025-08-14 13F Manufacturers Life Insurance Company, The 5,926 200
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 1,246 42
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 539 18
2025-08-07 13F Acadian Asset Management Llc 158,723 1.36 5 25.00
2025-08-14 13F Aquatic Capital Management LLC 4,721 56.32 159 70.97
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,502 198
2025-09-04 13F/A Advisor Group Holdings, Inc. 15 1
2025-08-13 13F Panagora Asset Management Inc 62,783 23.24 2,121 33.92
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 4,170 0.72 141 9.38
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 19,700 44.29 599 32.52
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6,930 9.13 234 18.78
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 58 5.45 2 0.00
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,362 2.60 1,363 11.54
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,828 26.05 264 36.79
2025-07-31 13F Quest Partners LLC 8,746 295
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 9,545 322
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 69 2
2025-08-14 13F Point72 (DIFC) Ltd 104 4
2025-08-13 13F Kennedy Capital Management, Inc. 23,711 37.29 801 49.25
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,807 2.55 55 -12.90
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,682 11.39 943 1.95
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 13,895 1.86 0
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 70,937 7.96 2,396 17.34
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 303 10
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,853 11.66 87 -4.44
2025-07-31 13F Nisa Investment Advisors, Llc 1,207 0.58 41 8.11
2025-08-14 13F Cubist Systematic Strategies, LLC 9,088 16.74 307 26.97
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26,635 4.68 846 -4.19
2025-08-13 13F Federated Hermes, Inc. 122 4
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,442 9.82 49 20.00
2025-07-28 NP VCSLX - Small Cap Index Fund 6,759 11.30 215 1.90
2025-07-29 NP SSCYX - Small Capitalization Portfolio Class A 1,593 51
2025-08-08 13F Larson Financial Group LLC 63 2
2025-08-14 13F Lazard Asset Management Llc 3,790 0
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 103,836 18.49 3,508 28.79
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19,838 7.44 630 -1.72
2025-08-14 13F Two Sigma Advisers, Lp 54,600 44.83 1,844 57.47
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 352 60.00 11 42.86
2025-08-14 13F Verition Fund Management LLC 21,045 106.12 711 123.97
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 21,314 720
2025-08-28 NP QCSTRX - Stock Account Class R1 37,831 41.68 1,278 54.04
2025-08-04 13F Evergreen Advisors, LLC 11,761 0.25 397 9.07
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 719 24
2025-08-14 13F Bridgeway Capital Management Inc 127,533 4.36 4,308 13.43
2025-08-12 13F CIBC Private Wealth Group, LLC 8 0
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 2,459 49.76 78 36.84
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1,186 33.86 40 48.15
2025-08-14 13F Voya Investment Management Llc 6,001 203
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 107,880 6.53 3,282 -8.10
2025-07-18 13F Truist Financial Corp 19,304 0.40 652 9.21
2025-08-12 13F Hillsdale Investment Management Inc. 160,229 29.19 5,413 40.43
2025-08-15 13F Captrust Financial Advisors 30,058 0.06 1,015 8.79
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 7,831 249
2025-08-14 13F State Street Corp 344,541 0.89 11,639 9.65
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 41,708 4.58 1,269 -9.82
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 86 3
2025-08-06 13F True Wealth Design, LLC 25 1
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,699 57
2025-08-07 13F CSM Advisors, LLC 177,590 6
2025-08-14 13F Hrt Financial Lp 23,113 162.62 1
2025-08-14 13F Price T Rowe Associates Inc /md/ 7,408 6.96 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 9,566 5.11 291 -9.37
2025-08-14 13F Wellington Management Group Llp 582,702 38.42 19,684 50.45
2025-08-08 13F/A Sterling Capital Management LLC 331 20.80 11 37.50
2025-07-24 13F Us Bancorp \de\ 7 0
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 76 13.43 3 0.00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,415 7.12 48 14.63
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,619 10.45 201 -4.74
2025-08-14 13F PMC FIG Opportunities LLC 56,943 146.51 1,924 168.20
2025-08-11 13F Martingale Asset Management L P 58,880 2.51 1,989 11.37
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,263 17.60 38 2.70
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 445 52.40 15 66.67
2025-08-13 13F Renaissance Technologies Llc 220,774 38.61 7,458 50.65
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 7,327 1.81 248 10.76
2025-08-15 13F Tower Research Capital LLC (TRC) 1,895 173.45 64 204.76
2025-08-14 13F North Reef Capital Management LP 46,104 1,557
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