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SmartFinancial

173 hedge funds and large institutions have $423M invested in SmartFinancial in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
126
Virtus ETF Advisers
New York
$163K
PFSRSONJ
127
Police & Firemen's Retirement System of New Jersey
New Jersey
$137K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$116K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$106K
TRCT
130
Tower Research Capital (TRC)
New York
$93.9K
SOADOR
131
State of Alaska Department of Revenue
Alaska
$81K
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$76K
Legal & General Group
133
Legal & General Group
United Kingdom
$52.5K
AIP
134
Ameritas Investment Partners
Nebraska
$47.5K
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$47.2K
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.9K
TWM
137
Tripletail Wealth Management
Florida
$38.3K
California State Teachers Retirement System (CalSTRS)
138
California State Teachers Retirement System (CalSTRS)
California
$32.4K
EWA
139
EverSource Wealth Advisors
Alabama
$29.7K
CFB
140
Cullen/Frost Bankers
Texas
$26.8K
ASN
141
Advisory Services Network
Georgia
$26.5K
VCM
142
Versant Capital Management
Arizona
$26.3K
PG
143
Proffitt & Goodson
Tennessee
$23.4K
Federated Hermes
144
Federated Hermes
Pennsylvania
$19.9K
SCM
145
Sterling Capital Management
North Carolina
$16.9K
EP
146
Essential Partners
California
$11.5K
PWPS
147
Pinnacle Wealth Planning Services
Ohio
$11K
HCA
148
Harbor Capital Advisors
Illinois
$10K
S
149
SignatureFD
Georgia
$8.87K
QCG
150
Quadrant Capital Group
Ohio
$8.64K