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Security record · archived quarter

SMBK

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
7Tracked holders
+2Δ holders
869.06KShares held
$25.33MReported value
+2New positions
−0Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +23.2% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 72 0 7.28M $340.58M +5 −6
Q1 2026 75 +5 7.41M $289.28M +7 −2
Q4 2025 70 +2 7.43M $274.68M +2
Q3 2025 17 0 4.21M $150.28M +1 −1
Q2 2025 14 +1 3.88M $131.16M +1
Q1 2025 10 +1 1.52M $47.28M +1
Q4 2024 9 +1 1.43M $44.42M +1
Q3 2024 7 +2 869.06K $25.33M +2
Q2 2024 5 705.14K $16.69M
Holder count
Who holds it · Q3 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wellington Management 340.42K +69.0% $9.92M 0.0% ▲ Add 2 SEC ↗
2 Wellington Management 340.42K +69.0% $9.92M 0.0% ▲ Add 2 SEC ↗
3 Geode Capital Management (passive) 335.50K +0.4% $9.78M 0.0% ▲ Add 2 SEC ↗
4 Geode Capital Management (passive) 335.50K +0.4% $9.78M 0.0% ▲ Add 2 SEC ↗
5 Renaissance Technologies 139.27K -0.7% $4.06M 0.0% ▼ Trim 2 SEC ↗
6 Two Sigma Investments 16.13K +5.0% $469,970 0.0% ▲ Add 2 SEC ↗
7 Millennium Management 15.79K +13.5% $460,062 0.0% ▲ Add 2 SEC ↗
8 Arrowstreet Capital 14.74K New $429,582 0.0% New 1 SEC ↗
9 Citadel Advisors 7.21K New $210,012 0.0% New 1 SEC ↗
10 Citadel Advisors 7.21K New $210,012 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Arrowstreet Capital $429,582 0.0%
Citadel Advisors $210,012 0.0%
Citadel Advisors $210,012 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 172 holders, 10.73M shares, $397.48M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2024 · Methodology · Get this via the API