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 | |
|---|---|---|---|---|---|
| 101 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,100 | 121.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 102 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,062 | 120.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 103 | AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 2,951 | 115.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 104 | Small Cap Index Trust John Hancock Variable Insurance Trust | 2,916 | 114K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 105 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,749 | 107.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 106 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,703 | 105.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 107 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,470 | 103.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 108 | Clearwater Select Equity Fund Clearwater Investment Trust | 2,461 | 96.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 109 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 2,450 | 95.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 110 | AST Small-Cap Equity Portfolio Advanced Series Trust | 2,441 | 95.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 111 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,359 | 92.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 112 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,255 | 94.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 113 | NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 2,244 | 87.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 114 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,210 | 86.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 115 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,179 | 91.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 116 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,153 | 84.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 117 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 2,130 | 89.3K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 118 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 2,130 | 83.5K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 119 | Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 2,025 | 79.1K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 120 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 2,011 | 78.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 121 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 2,001 | 78.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 122 | AQR Small Cap Momentum Style Fund AQR Funds | 1,979 | 77.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 123 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 1,950 | 76.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 124 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,892 | 73.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 125 | Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST | 1,843 | 72.3K $ | 1.02 % | as of Feb 28, 2026 · Original filing |
| 126 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,798 | 70.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 127 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,722 | 67.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 128 | Victory Extended Market Index Fund Victory Portfolios III | 1,694 | 71K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 129 | Small Cap Core Fund Northern Funds | 1,651 | 64.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 130 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,649 | 69.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 131 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,646 | 64.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 132 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,389 | 58.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 133 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 1,354 | 53.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 134 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 1,343 | 52.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 135 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,272 | 53.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 136 | SMALL CAP EQUITY FUND GuideStone Funds | 1,266 | 49.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 137 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,243 | 48.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 138 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,216 | 47.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 139 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,215 | 47.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 140 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,186 | 46.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 141 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,145 | 44.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 142 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,121 | 43.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 143 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,108 | 43.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 144 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,103 | 46.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 145 | Column Small Cap Fund Trust for Professional Managers | 996 | 39.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 146 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 962 | 37.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 147 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 928 | 36.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 148 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 919 | 35.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 149 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 901 | 37.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 150 | ProShares Ultra Russell2000 ProShares Trust | 900 | 35.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 151 | ProShares UltraPro Russell2000 ProShares Trust | 897 | 35.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 152 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 880 | 34.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 153 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 783 | 30.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 154 | Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 773 | 30.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 155 | AAM Sawgrass U.S. Small Cap Quality Growth ETF ETF Series Solutions | 686 | 28.8K $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 156 | NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 676 | 26.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 157 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 657 | 25.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 158 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 641 | 25.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 159 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 631 | 24.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 160 | ProShares Russell 2000 High Income ETF ProShares Trust | 630 | 24.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 161 | Avantis U.S. Equity Fund American Century ETF Trust | 582 | 22.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 162 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 574 | 22.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 163 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 542 | 21.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 164 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 539 | 21.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 165 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 513 | 21.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 166 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 491 | 19.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 167 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 421 | 16.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 168 | SmallCap Value Fund II Principal Funds, Inc | 418 | 17.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 169 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 405 | 15.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 170 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 400 | 15.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 171 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 387 | 15.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 172 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 361 | 14.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 173 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 348 | 13.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 174 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 341 | 14.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 175 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 275 | 10.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 176 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 263 | 11K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 177 | Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 252 | 10.6K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 178 | Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 213 | 8.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 179 | SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 212 | 8.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 180 | Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 211 | 8.8K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 181 | SmallCap Growth Fund I Principal Funds, Inc | 188 | 7.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 182 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 187 | 7.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 183 | ULTRA SMALL CAP PROFUND ProFunds | 172 | 7.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 184 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 171 | 7.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 185 | Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 130 | 5.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 186 | Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 122 | 4.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 187 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 116 | 4.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 188 | SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 103 | 4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 189 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 102 | 4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 190 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 81 | 3.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 191 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 74 | 2.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 192 | Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 62 | 2.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 193 | PROFUND VP ULTRA SMALL CAP ProFunds | 51 | 2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 194 | PROFUND VP SMALL CAP ProFunds | 38 | 1.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 195 | Russell 2000 Fund Rydex Series Funds | 34 | 1.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 196 | SMALL-CAP PROFUND ProFunds | 28 | 1.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 197 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 20 | 781.6 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 198 | ProShares Hedge Replication ETF ProShares Trust | 15 | 588.2 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 199 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 5 | 196.1 $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 200 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 4 | 156.3 $ | 0.01 % | as of Mar 31, 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 |