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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
New York State Common Retirement Fund
126
New York State Common Retirement Fund
New York
$165K
VEA
127
Virtus ETF Advisers
New York
$163K
PFSRSONJ
128
Police & Firemen's Retirement System of New Jersey
New Jersey
$137K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$116K +$1.58K +40 +1%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$106K +$12.5K +316 +13%
TRCT
131
Tower Research Capital (TRC)
New York
$93.9K +$78.1K +1,977 +465%
SOADOR
132
State of Alaska Department of Revenue
Alaska
$81K
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$76K
Legal & General Group
134
Legal & General Group
United Kingdom
$52.5K -$1.11K -28 -2%
AIP
135
Ameritas Investment Partners
Nebraska
$47.5K
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$47.2K
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.9K
TWM
138
Tripletail Wealth Management
Florida
$38.3K
California State Teachers Retirement System (CalSTRS)
139
California State Teachers Retirement System (CalSTRS)
California
$32.4K -$2.61K -66 -7%
EWA
140
EverSource Wealth Advisors
Alabama
$29.7K -$356 -9 -1%
CFB
141
Cullen/Frost Bankers
Texas
$26.8K +$4.07K +103 +18%
ASN
142
Advisory Services Network
Georgia
$26.5K +$26.8K +679 New
VCM
143
Versant Capital Management
Arizona
$26.3K
PG
144
Proffitt & Goodson
Tennessee
$23.4K
Federated Hermes
145
Federated Hermes
Pennsylvania
$19.9K -$336K -8,501 -94%
SCM
146
Sterling Capital Management
North Carolina
$16.9K -$11.2K -283 -40%
EP
147
Essential Partners
California
$11.5K +$40 +1 +0.3%
PWPS
148
Pinnacle Wealth Planning Services
Ohio
$11K
HCA
149
Harbor Capital Advisors
Illinois
$10K -$221K -5,597 -96%
S
150
SignatureFD
Georgia
$8.87K