SMBK
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow +6.6% ·
net new positions +7.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | n/a |
| Q3 2025 | 17 | 0 | 4.21M | $150.28M | +1 | −1 |
| Q2 2025 | 14 | +1 | 3.88M | $131.16M | +1 | n/a |
| Q1 2025 | 10 | +1 | 1.52M | $47.28M | +1 | n/a |
| Q4 2024 | 9 | +1 | 1.43M | $44.42M | +1 | n/a |
| Q3 2024 | 7 | +2 | 869.06K | $25.33M | +2 | n/a |
| Q2 2024 | 5 | n/a | 705.14K | $16.69M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.30M | n/a | $43.84M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 2 | The Vanguard Group ✦ (passive) | 820.61K | n/a | $27.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wellington Management ✦ | 582.70K | +38.4% | $19.68M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 4 | State Street Global Advisors ✦ (passive) | 344.54K | +0.9% | $11.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 337.49K | -0.8% | $11.40M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Renaissance Technologies ✦ | 220.77K | +38.6% | $7.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 69.52K | +40.5% | $2.35M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 50.73K | +28.8% | $1.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 9 | AQR Capital Management ✦ | 47.10K | -9.4% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 10 | Arrowstreet Capital ✦ | 46.56K | +11.1% | $1.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Millennium Management ✦ | 39.86K | -42.6% | $1.35M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Marshall Wace ✦ | 16.23K | New | $548,418 | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | T. Rowe Price ✦ | 7.41K | +7.0% | $251,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 1.17K | n/a | $39,455 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $548,418 | 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 230 sh · $11,972
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology