Funds holding SmartFinancial Inc
201 funds declare a position · 39 ETFs and 162 other funds · 164.5M $ · US83190L2088
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 496,686 | 19.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 365,354 | 14.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 300,596 | 11.8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 213,228 | 8.9M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 201,467 | 8.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 166,064 | 6.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 147,573 | 6.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 104,570 | 4.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 104,229 | 4.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 99,350 | 3.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 84,457 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 75,875 | 3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 70,703 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 72,245 | 2.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 70,369 | 2.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 68,253 | 2.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 63,287 | 2.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 59,359 | 2.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 56,500 | 2.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 48,651 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 1919 Financial Services Fund Advisor Managed Portfolios | 49,543 | 1.9M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 46,568 | 1.8M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 43,275 | 1.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 43,474 | 1.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Private Capital Management Value Fund FundVantage Trust | 36,714 | 1.5M $ | 2.25 % | as of Apr 30, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 38,244 | 1.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 37,741 | 1.5M $ | 0.03 % | as of Feb 27, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 33,438 | 1.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 33,709 | 1.3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 26,928 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 26,343 | 1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 24,857 | 971.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 24,192 | 948.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 24,186 | 945.2K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Zacks Small/Mid Cap ETF Zacks Trust | 23,479 | 920.6K $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 22,848 | 892.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 21,200 | 889.1K $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 20,748 | 810.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 20,643 | 809.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,942 | 794.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 18,886 | 792.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 18,852 | 790.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 18,975 | 741.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 18,668 | 732K $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Small Cap Value Fund Northern Funds | 18,379 | 718.3K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 16,345 | 685.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 17,390 | 679.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 15,156 | 592.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 15,052 | 588.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Zacks Small-Cap Core Fund Zacks Trust | 14,995 | 588K $ | 1.91 % | as of Feb 28, 2026 · Original filing |
| Victory Integrity Discovery Fund Victory Portfolios | 14,550 | 568.6K $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 13,430 | 563.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 13,084 | 513K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 12,064 | 471.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 10,176 | 397.7K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,100 | 394.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 9,354 | 392.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 9,197 | 385.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 9,450 | 369.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 9,404 | 368.7K $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,761 | 367.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 8,489 | 356K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,819 | 345.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 8,512 | 332.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 8,370 | 328.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 7,758 | 325.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 7,953 | 311.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,828 | 305.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 7,374 | 288.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 7,327 | 286.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| YORKTOWN SMALL CAP FUND American Pension Investors Trust | 6,750 | 283.1K $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,619 | 277.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 6,461 | 271K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 6,930 | 270.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 6,302 | 264.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 6,754 | 263.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 6,500 | 254K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 6,220 | 243.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 6,138 | 239.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 5,655 | 221K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,610 | 219.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 5,462 | 213.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 5,041 | 211.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 5,302 | 207.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 4,955 | 194.3K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 4,615 | 181K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,620 | 180.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SGI Small Cap Core Fund RBB Fund, Inc. | 4,509 | 176.8K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,468 | 174.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,132 | 173.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 4,375 | 171K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 4,281 | 167.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Virtus Small-Cap Fund Virtus Investment Trust | 4,163 | 162.7K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| AQR Small Cap Multi-Style Fund AQR Funds | 4,060 | 158.7K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 3,778 | 158.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,801 | 148.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 3,639 | 142.2K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,566 | 139.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,438 | 134.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,173 | 133.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |