13F

Stock

Smartfinancial Inc.

SMBK · held by 10 managers

Reported value

$9.56M

Holders

10

+0 new · −0 exited

Holders’ est. mark

$65.2K

Price effect on 3 books still in the name

Largest holder

$4.15M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY116.3K$4.15MHeld
SUMMIT WEALTH GROUP LLC / CO27.9K$2.68MHeld
BARCLAYS PLC29K$1.04M$56.6KAdded$10.6K
TUDOR INVESTMENT CORP ET AL20.3K$724.1KHeld
BANK OF AMERICA CORP /DE/15.1K$541KHeld
Persistent Asset Partners Ltd7.49K$267.4KHeld
VIRTUS ADVISERS, LLC4.16K$148.7K$8.12KAdded$8.12K
Essential Partners LLC282$10.1K$462Added$2.07K
Allworth Financial LP84$3KHeld
IFP Advisors, Inc35$1.25KHeld

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.