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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
QCG
151
Quadrant Capital Group
Ohio
$8.64K
UBS AM
152
UBS AM
Illinois
$8.13K +$119 +3 +1%
AAP
153
Arax Advisory Partners
Colorado
$7.23K -$277 -7 -4%
SAM
154
Smartleaf Asset Management
Massachusetts
$7.04K
Jones Financial Companies
155
Jones Financial Companies
Missouri
$6.7K +$6.92K +175 New
Optiver Holding
156
Optiver Holding
Netherlands
$5.78K +$316 +8 +6%
GI
157
GAMMA Investing
California
$5.08K
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$5K -$10.2K -258 -65%
AF
159
Allworth Financial
California
$4.46K +$1.38K +35 +44%
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$3.71K
Simplex Trading
161
Simplex Trading
Illinois
$3.63K -$711 -18 -16%
LFG
162
Larson Financial Group
Missouri
$3.13K
IA
163
IFP Advisors
Florida
$1.37K
CCM
164
Chilton Capital Management
Texas
$1.09K
HNB
165
Huntington National Bank
Ohio
$1.02K
TWD
166
True Wealth Design
Ohio
$977
Osaic Holdings
167
Osaic Holdings
Arizona
$899 -$13.2K -333 -94%
RIL
168
Rothschild Investment LLC
Illinois
$821 +$158 +4 +24%
BWA
169
Basecamp Wealth Advisors
Washington
$664 +$672 +17 New
FFA
170
Farther Finance Advisors
California
$629
MCM
171
MAI Capital Management
Ohio
$509 +$237 +6 +86%
RFP
172
Root Financial Partners
California
$508 +$514 +13 New
US Bancorp
173
US Bancorp
Minnesota
$313 +$316 +8 New
AssetMark Inc
174
AssetMark Inc
California
$234
Two Sigma Advisers
175
Two Sigma Advisers
New York
-$2.29M -61,900 Closed