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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
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$326K -$316 -8 -0.1%
CPL
102
CAP Partners LLC
Tennessee
$309K
PCM
103
Polymer Capital Management
New York
$309K -$56.5K -1,429 -15%
ACA
104
Aptus Capital Advisors
Alabama
$297K +$672 +17 +0.2%
Squarepoint
105
Squarepoint
New York
$292K +$295K +7,474 New
VCM
106
Voleon Capital Management
California
$285K +$6.09K +154 +2%
Mirae Asset Global ETFs Holdings
107
Mirae Asset Global ETFs Holdings
Hong Kong
$274K +$10.2K +259 +4%
1CM
108
1492 Capital Management
Wisconsin
$270K +$273K +6,901 New
YMRC
109
Yorktown Management & Research Company
Virginia
$264K
EC
110
EntryPoint Capital
New York
$257K
KPWS
111
Kestra Private Wealth Services
Texas
$255K +$514 +13 +0.2%
WG
112
Welch Group
Alabama
$254K
AG
113
Algert Global
California
$253K +$256K +6,479 New
TVAMP
114
Tennessee Valley Asset Management Partners
Tennessee
$245K
VC
115
VarCov Co
Connecticut
$242K +$245K +6,193 New
RCM
116
Ridgepath Capital Management
Tennessee
$240K -$1.98K -50 -0.8%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$227K +$46.7K +1,182 +25%
Wells Fargo
118
Wells Fargo
California
$224K -$415K -10,505 -65%
EGM
119
Engineers Gate Manager
New York
$218K +$221K +5,580 New
VGA
120
Vanguard Global Advisers
Pennsylvania
$214K +$216K +5,470 New
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$209K +$211K +5,343 New
Jane Street
122
Jane Street
New York
$206K -$2.13M -53,980 -91%
Jacobs Levy Equity Management
123
Jacobs Levy Equity Management
New Jersey
$206K +$208K +5,267 New
WPA
124
Wealth Preservation Advisors
Tennessee
$206K -$66.6K -1,684 -24%
HWA
125
HHM Wealth Advisors
Tennessee
$199K