SMBK
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +6.1% ·
net new positions +10.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| 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 ✦ | 420.98K | -3.8% | $13.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Wellington Management ✦ | 420.98K | -3.8% | $13.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 420.98K | -3.8% | $13.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 341.51K | -0.9% | $10.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 340.31K | +2.1% | $10.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 340.31K | +2.1% | $10.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 159.27K | +14.4% | $4.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Millennium Management ✦ | 69.41K | +15.2% | $2.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 51.97K | +150.9% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 51.97K | +150.9% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 51.97K | +150.9% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 51.97K | +150.9% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 51.97K | +150.9% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 49.49K | +60.0% | $1.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 41.93K | +4.1% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 39.40K | +48.4% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 39.40K | +48.4% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 6.93K | New | $216,000 | 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
| T. Rowe Price | $216,000 | 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.