Funds holding SmartFinancial Inc
201 funds declare a position · 39 ETFs and 162 other funds · 164.5M $ · US83190L2088
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 496,686 | 19.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 365,354 | 14.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 3 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 300,596 | 11.8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 4 | First Eagle Small Cap Opportunity Fund First Eagle Funds | 213,228 | 8.9M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 5 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 201,467 | 8.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 166,064 | 6.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 7 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 147,573 | 6.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 8 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 104,570 | 4.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 9 | iShares Russell 2000 Value ETF iShares Trust | 104,229 | 4.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 10 | 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 |
| 11 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 84,457 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 12 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 75,875 | 3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 13 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 72,245 | 2.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 14 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 70,703 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 15 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 70,369 | 2.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 16 | 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 |
| 17 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 63,287 | 2.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 18 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 59,359 | 2.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 19 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 56,500 | 2.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 20 | 1919 Financial Services Fund Advisor Managed Portfolios | 49,543 | 1.9M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| 21 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 48,651 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 22 | 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 |
| 23 | 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 |
| 24 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 43,275 | 1.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 25 | iShares Micro-Cap ETF iShares Trust | 38,244 | 1.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 26 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 37,741 | 1.5M $ | 0.03 % | as of Feb 27, 2026 · Original filing |
| 27 | Private Capital Management Value Fund FundVantage Trust | 36,714 | 1.5M $ | 2.25 % | as of Apr 30, 2026 · Original filing |
| 28 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 33,709 | 1.3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 29 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 33,438 | 1.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 30 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 26,928 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 31 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 26,343 | 1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 32 | Master Small Cap Index Series Quantitative Master Series LLC | 24,857 | 971.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 33 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 24,192 | 948.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 34 | 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 |
| 35 | Zacks Small/Mid Cap ETF Zacks Trust | 23,479 | 920.6K $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 36 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 22,848 | 892.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 37 | Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 21,200 | 889.1K $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| 38 | iShares Russell 2000 Growth ETF iShares Trust | 20,748 | 810.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 39 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 20,643 | 809.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 40 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 18,975 | 741.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 41 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,942 | 794.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 42 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 18,886 | 792.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 43 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 18,852 | 790.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 44 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 18,668 | 732K $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 45 | Small Cap Value Fund Northern Funds | 18,379 | 718.3K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 46 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 17,390 | 679.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 47 | Nuveen Equity Index Fund TIAA-CREF Funds | 16,345 | 685.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 48 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 15,156 | 592.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 49 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 15,052 | 588.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 50 | Zacks Small-Cap Core Fund Zacks Trust | 14,995 | 588K $ | 1.91 % | as of Feb 28, 2026 · Original filing |
| 51 | Victory Integrity Discovery Fund Victory Portfolios | 14,550 | 568.6K $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 52 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 13,430 | 563.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 53 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 13,084 | 513K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 54 | Diversified Equity Master Portfolio Master Investment Portfolio | 12,064 | 471.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 55 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 10,176 | 397.7K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 56 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,100 | 394.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 57 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 9,450 | 369.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 58 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 9,404 | 368.7K $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 59 | 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 |
| 60 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 9,197 | 385.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 61 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,819 | 345.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 62 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,761 | 367.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 63 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 8,512 | 332.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 64 | Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 8,489 | 356K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 65 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 8,370 | 328.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 66 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 7,953 | 311.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 67 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,828 | 305.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 68 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 7,758 | 325.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 69 | Small Cap Index Fund Northern Funds | 7,374 | 288.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 70 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 7,327 | 286.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 71 | EQ/Small Company Index Portfolio EQ Advisors Trust | 6,930 | 270.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 72 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 6,754 | 263.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 73 | YORKTOWN SMALL CAP FUND American Pension Investors Trust | 6,750 | 283.1K $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| 74 | 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 |
| 75 | iShares Russell 3000 ETF iShares Trust | 6,500 | 254K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 76 | Global X Russell 2000 ETF GLOBAL X FUNDS | 6,461 | 271K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 77 | 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 |
| 78 | Small Cap Index Fund VALIC Co I | 6,220 | 243.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 79 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 6,138 | 239.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 80 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 5,655 | 221K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 81 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,610 | 219.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 82 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 5,462 | 213.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 83 | 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 |
| 84 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 5,041 | 211.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 85 | Small Cap Value Fund VALIC Co I | 4,955 | 194.3K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 86 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,620 | 180.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 87 | Avantis U.S. Equity ETF American Century ETF Trust | 4,615 | 181K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 88 | SGI Small Cap Core Fund RBB Fund, Inc. | 4,509 | 176.8K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 89 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,468 | 174.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 90 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 4,375 | 171K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 91 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 4,281 | 167.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 92 | Virtus Small-Cap Fund Virtus Investment Trust | 4,163 | 162.7K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 93 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,132 | 173.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 94 | AQR Small Cap Multi-Style Fund AQR Funds | 4,060 | 158.7K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 95 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,801 | 148.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 96 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 3,778 | 158.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 97 | ACUITAS US MICROCAP FUND FORUM FUNDS II | 3,639 | 142.2K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 98 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,566 | 139.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 99 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,438 | 134.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 100 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,173 | 133.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
Institutional managers
167 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,284,557 | 50.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 836,388 | 32.7M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 675,347 | 26.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 440,532 | 17.2M $ | as of Mar 31, 2026 |
| Private Capital Management, LLC | 428,147 | 16.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 371,813 | 14.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 355,361 | 13.9M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 224,039 | 8.8M $ | as of Mar 31, 2026 |
| Cravens & Co Advisors, LLC | 220,430 | 8.6M $ | as of Mar 31, 2026 |
| SALZHAUER MICHAEL | 212,670 | 8.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 170,955 | 6.7M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 169,884 | 6.6M $ | as of Mar 31, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 169,740 | 6.6M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 152,274 | 6M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 150,087 | 5.9M $ | as of Mar 31, 2026 |
| Stieven Capital Advisors, L.P. | 147,234 | 5.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 144,546 | 5.6M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 150,854 | 5.6M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 137,242 | 5.4M $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 137,088 | 5.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 129,873 | 5.1M $ | as of Mar 31, 2026 |
| DEPRINCE RACE & ZOLLO INC | 127,724 | 5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 121,655 | 4.8M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 113,748 | 4.4M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 102,844 | 4M $ | as of Mar 31, 2026 |