SMBK
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +18.1% ·
net new positions +11.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 437.79K | +28.6% | $13.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 437.79K | +28.6% | $13.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 344.65K | — | $10.68M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 333.42K | -0.6% | $10.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 333.42K | -0.6% | $10.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 139.27K | 0.0% | $4.31M | 0.0% | Held | 3 | SEC ↗ |
| 7 | Millennium Management ✦ | 60.26K | +281.6% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 40.28K | +173.3% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 30.94K | +91.8% | $958,459 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 26.55K | +268.4% | $822,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 26.55K | +268.4% | $822,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 20.72K | New | $641,813 | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 20.72K | New | $641,813 | 0.0% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 20.72K | New | $641,813 | 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
| AQR Capital Management | $641,813 | 0.0% |
| AQR Capital Management | $641,813 | 0.0% |
| AQR Capital Management | $641,813 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.