Institutional Ownership
Smartfinancial Inc
CUSIP 83190L208COM NEWSMBKQ1 2026
13D / 13G Filings
16
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
8.3%
Max % of class reported
Institutional Holders
168
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
16 filings · latest Jan 14, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 14, 2026 | Lehman Kenneth R | 13G/A | 4.2% | 684.8K | SEC |
| 2 | Apr 17, 2025 | Blackrock, Inc. | 13G/A | 7.1% | 1.20M | SEC |
| 3 | Jan 31, 2025 | The Vanguard Group | 13G/A | 4.8% | 818.1K | SEC |
| 4 | Nov 12, 2024 | Vanguard Group Inc | 13G/A | 5.1% | 856.6K | SEC |
| 5 | Nov 4, 2024 | Vanguard Group Inc | 13G/A | 5.1% | 856.6K | SEC |
| 6 | Feb 12, 2024 | Lehman Kenneth R | 13G | 7.6% | 1.29M | SEC |
| 7 | Jan 25, 2024 | Blackrock Inc. | 13G/A | 8.3% | 1.41M | SEC |
| 8 | Feb 9, 2023 | Lehman Kenneth R | 13G/A | 6.7% | 1.13M | SEC |
| 9 | Jan 31, 2023 | Blackrock Inc. | 13G/A | 7.4% | 1.26M | SEC |
| 10 | Feb 8, 2022 | Lehman Kenneth R | 13G/A | 5.9% | 993.1K | SEC |
6 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Smartfinancial Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 1.28M | $50.20M |
| 2 | Dimensional Fund Advisors LP | 836.4K | $32.69M |
| 3 | Wellington Management Group LLP | 675.3K | $26.39M |
| 4 | State Street Corp | 440.5K | $17.22M |
| 5 | Private Capital Management, LLC | 428.1K | $16.73M |
| 6 | American Century Companies Inc | 371.8K | $14.53M |
| 7 | Geode Capital Management, LLC | 355.4K | $13.89M |
| 8 | First Eagle Investment Management, LLC | 224.0K | $8.76M |
| 9 | Cravens & Co Advisors, LLC | 220.4K | $8.61M |
| 10 | Salzhauer Michael | 212.7K | $8.31M |