Funds holding SmartFinancial Inc
ISIN US83190L2088 · United States
- Fund holders
- 201
- Of which ETFs
- 39 162 other funds
- Value held
- 164.5M $
- Share of capital
- 24.0 % of 17.1M shares on Aug 3, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Longview Advantage ETF RBB Fund Trust | 1 | 39.2 $ | 0.00 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Private Capital Management Value Fund FundVantage Trust | 2.25 % | as of Apr 30, 2026 ↗ |
| 1919 Financial Services Fund Advisor Managed Portfolios | 2.04 % | as of Mar 31, 2026 ↗ |
| Zacks Small-Cap Core Fund Zacks Trust | 1.91 % | as of Feb 28, 2026 ↗ |
| Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST | 1.02 % | as of Feb 28, 2026 ↗ |
| Victory Integrity Discovery Fund Victory Portfolios | 0.83 % | as of Mar 31, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.80 % | as of Mar 31, 2026 ↗ |
| YORKTOWN SMALL CAP FUND American Pension Investors Trust | 0.79 % | as of Apr 30, 2026 ↗ |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 0.72 % | as of Apr 30, 2026 ↗ |
| Zacks Small/Mid Cap ETF Zacks Trust | 0.45 % | as of Feb 28, 2026 ↗ |
| AAM Sawgrass U.S. Small Cap Quality Growth ETF ETF Series Solutions | 0.41 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 201 | +8 | 4,109,000 | +7.9 % |
| 2026Q1 | 193 | +9 | 3,807,617 | +4.5 % |
| 2025Q4 | 184 | +6 | 3,643,234 | +2.5 % |
| 2025Q3 | 178 | +10 | 3,555,980 | -1.3 % |
| 2025Q2 | 168 | +24 | 3,602,373 | +3.3 % |
| 2025Q1 | 144 | +2 | 3,488,862 | -0.1 % |
| 2024Q4 | 142 | +4 | 3,491,671 | +5.4 % |
| 2024Q3 | 138 | -13 | 3,312,720 | -0.8 % |
| 2024Q2 | 151 | +1 | 3,338,646 | +2.3 % |
| 2024Q1 | 150 | -3 | 3,262,760 | +3.2 % |
| 2023Q4 | 153 | 3,160,144 |
Institutional managers
167 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,284,557 | 50.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 836,388 | 32.7M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 675,347 | 26.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 440,532 | 17.2M $ | as of Mar 31, 2026 |
| Private Capital Management, LLC | 428,147 | 16.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 371,813 | 14.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 355,361 | 13.9M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 284,179 | 11.1K $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 224,039 | 8.8M $ | as of Mar 31, 2026 |
| Cravens & Co Advisors, LLC | 220,430 | 8.6M $ | as of Mar 31, 2026 |
| SALZHAUER MICHAEL | 212,670 | 8.3M $ | as of Mar 31, 2026 |
| CSM Advisors, LLC | 171,175 | 6.7K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 170,955 | 6.7M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 169,884 | 6.6M $ | as of Mar 31, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 169,740 | 6.6M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 152,274 | 6M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 150,854 | 5.6M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 150,087 | 5.9M $ | as of Mar 31, 2026 |
| Stieven Capital Advisors, L.P. | 147,234 | 5.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 144,546 | 5.6M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 137,242 | 5.4M $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 137,088 | 5.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 129,873 | 5.1M $ | as of Mar 31, 2026 |
| DEPRINCE RACE & ZOLLO INC | 127,724 | 5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 121,655 | 4.8M $ | as of Mar 31, 2026 |
Declared shareholders of SmartFinancial Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 6.00 % | 1,029,869 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding SmartFinancial Inc". https://titelia.com/en/stocks/smartfinancial-inc-US83190L2088