Security record · archived quarter
SMBK
name pending profile ingest
70Tracked holders
+2Δ holders
7.43MShares held
$274.68MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.9% ·
share flow +5.4% ·
net new positions +2.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.26M | +0.3% | $46.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 1.26M | +0.3% | $46.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 1.26M | +0.3% | $46.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 1.26M | +0.3% | $46.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 1.26M | +0.3% | $46.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 1.26M | +0.3% | $46.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 1.26M | +0.3% | $46.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 1.26M | +0.3% | $46.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 1.26M | +0.3% | $46.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | The Vanguard Group ✦ (passive) | 850.82K | +0.5% | $31.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | The Vanguard Group ✦ (passive) | 850.82K | +0.5% | $31.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passive) | 850.82K | +0.5% | $31.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Dimensional Fund Advisors Lp | 838.80K | — | $31.03M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 838.80K | — | $31.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 838.80K | — | $31.03M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 838.80K | — | $31.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wellington Management ✦ | 728.15K | +12.4% | $26.93M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | Wellington Management ✦ | 728.15K | +12.4% | $26.93M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | Wellington Management ✦ | 728.15K | +12.4% | $26.93M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 20 | Wellington Management ✦ | 728.15K | +12.4% | $26.93M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 338.19K | -0.5% | $12.51M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passive) | 338.19K | -0.5% | $12.51M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passive) | 329.81K | -4.2% | $12.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | American Century Companies Inc | 312.66K | — | $11.57M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Renaissance Technologies ✦ | 178.37K | +3.2% | $6.60M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 169.01K | +45.3% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 169.01K | +45.3% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 169.01K | +45.3% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 169.01K | +45.3% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 169.01K | +45.3% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 169.01K | +45.3% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 169.01K | +45.3% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 169.01K | +45.3% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 163.24K | +55.9% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 163.24K | +55.9% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Alliancebernstein L.P. | 153.88K | — | $5.69M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | First Eagle Investment Management… | 152.17K | — | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Northern Trust Corp | 136.84K | — | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northern Trust Corp | 136.84K | — | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northern Trust Corp | 136.84K | — | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northern Trust Corp | 136.84K | — | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Nuveen, LLC | 125.08K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Nuveen, LLC | 125.08K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Nuveen, LLC | 125.08K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Two Sigma Investments ✦ | 124.66K | +80.0% | $4.61M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 46 | Charles Schwab Investment… | 121.29K | — | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 103.42K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 100.37K | — | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 100.37K | — | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 100.37K | — | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 100.37K | — | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Connor, Clark & Lunn Investment… | 98.18K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 93.31K | -29.2% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 93.31K | -29.2% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 93.31K | -29.2% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Millennium Management ✦ | 83.40K | +117.4% | $3.09M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 70.25K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 70.25K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 70.25K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 70.25K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 70.25K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Jane Street Group, Llc | 59.26K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Jane Street Group, Llc | 59.26K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Jane Street Group, Llc | 59.26K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Citadel Advisors ✦ | 55.99K | New | $2.07M | 0.0% | New | 1 | SEC ↗ |
| 66 | Arrowstreet Capital ✦ | 50.38K | +8.2% | $1.86M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 67 | D. E. Shaw & Co. ✦ | 49.73K | +119.5% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Stifel Financial Corp | 49.54K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 47.16K | -3.1% | $1.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 47.16K | -3.1% | $1.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 47.16K | -3.1% | $1.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 47.16K | -3.1% | $1.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 47.16K | -3.1% | $1.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 74 | First Trust Advisors Lp | 46.31K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Tudor Investment Corp Et Al | 46.08K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Hsbc Holdings Plc | 44.65K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Hsbc Holdings Plc | 44.65K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Barclays Plc | 34.38K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Marshall Wace ✦ | 30.79K | +436.5% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Marshall Wace ✦ | 30.79K | +436.5% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Captrust Financial Advisors | 28.74K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Victory Capital Management Inc | 26.85K | — | $993,182 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Invesco Ltd. | 24.47K | — | $904,998 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Invesco Ltd. | 24.47K | — | $904,998 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Invesco Ltd. | 24.47K | — | $904,998 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Invesco Ltd. | 24.47K | — | $904,998 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Creative Planning | 23.72K | — | $877,375 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Hrt Financial Lp | 19.57K | — | $723,000 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank Of America Corp /De/ | 19.16K | — | $708,840 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 19.16K | — | $708,840 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank Of America Corp /De/ | 19.16K | — | $708,840 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Rhumbline Advisers | 18.48K | — | $683,568 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bnp Paribas Financial Markets | 17.46K | — | $645,808 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Franklin Resources Inc | 16.27K | — | $601,716 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Franklin Resources Inc | 16.27K | — | $601,716 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Wells Fargo & Company/Mn | 16.24K | — | $600,570 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Point72 Asset Management ✦ | 16.10K | New | $595,613 | 0.0% | New | 1 | SEC ↗ |
| 98 | UBS Group AG | 15.00K | — | $554,776 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | UBS Group AG | 15.00K | — | $554,776 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | UBS Group AG | 15.00K | — | $554,776 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $2.07M | 0.0% |
| Point72 Asset Management | $595,613 | 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: Q4 2025 ·
Methodology ·
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