We are live on ! Find out more
SMBK icon

SmartFinancial

175 hedge funds and large institutions have $424M invested in SmartFinancial in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

22% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 46

8% more capital invested

Capital invested by funds: $393M → $424M (+$30.4M)

5% more funds holding

Funds holding: 166175 (+9)

1.05% more ownership

Funds ownership: 62.41%63.46% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
56
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$4.75M +$14.6K +369 +0.3%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$4.45M +$408K +10,331 +10%
VPM
28
Vanguard Portfolio Management
Pennsylvania
$4.38M +$4.43M +112,174 New
Russell Investments Group
29
Russell Investments Group
United Kingdom
$4.02M +$97.8K +2,475 +2%
N
30
Nuveen
North Carolina
$3.79M -$1.11M -28,147 -23%
VFT
31
Vanguard Fiduciary Trust
Pennsylvania
$3.69M +$3.74M +94,534 New
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.66M -$181K -4,581 -5%
JP Morgan Chase
33
JP Morgan Chase
New York
$3.65M +$43.9K +1,110 +1%
Millennium Management
34
Millennium Management
New York
$3.62M +$366K +9,270 +11%
ZIM
35
Zacks Investment Management
Illinois
$3.32M +$254K +6,414 +8%
EF
36
Empowered Funds
Pennsylvania
$3.16M -$246K -6,225 -7%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$3.15M +$414K +10,470 +15%
PAM
38
Panagora Asset Management
Massachusetts
$2.5M +$24.1K +611 +1%
EPCA
39
Elizabeth Park Capital Advisors
Ohio
$2.5M -$389K -9,849 -13%
MAM
40
Martingale Asset Management
Massachusetts
$2.1M +$390K +9,874 +22%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.97M
AQR Capital Management
42
AQR Capital Management
Connecticut
$1.95M +$108K +2,730 +6%
Stifel Financial
43
Stifel Financial
Missouri
$1.94M +$2.61K +66 +0.1%
Bank of America
44
Bank of America
North Carolina
$1.85M +$1.12M +28,280 +148%
Raymond James Financial
45
Raymond James Financial
Florida
$1.85M +$1.38M +34,927 +283%
First Trust Advisors
46
First Trust Advisors
Illinois
$1.82M +$11.1K +280 +0.6%
RFC
47
Regions Financial Corp
Alabama
$1.8M
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$1.79M -$14.8K -374 -0.8%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$1.66M -$284K -7,178 -14%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$1.64M +$89.6K +2,266 +6%