139 tracked 13F filers disclose a position in SMBK as of the latest SEC 13F filings, a combined $351.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $50.2M | 1.3M | ▲+1.6% Added · +20K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $32.7M | 836K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $26.6M | 680K | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $17.2M | 441K | ▲+34% Added · +111K sh | Q1 2026 | |
| 5 | Private Capital Management, LLC | $16.7M | 428K | ▼−10.0% Reduced · −47K sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $14.5M | 372K | ▲+19% Added · +59K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $13.9M | 355K | ▲+5.1% Added · +17K sh | Q1 2026 | |
| 8 | First Eagle Investment Management, LLC | $8.8M | 224K | ▲+47% Added · +72K sh | Q1 2026 | |
| 9 | SALZHAUER MICHAEL | $9.9M | 211K | ▼−0.8% Reduced · −2K sh | Q2 2026 | |
| 10 | MORGAN STANLEY | $6.7M | 171K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $6.6M | 170K | ▲+36% Added · +45K sh | Q1 2026 | |
| 12 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $6.6M | 170K | ▲New +170K sh | Q1 2026 | |
| 13 | RENAISSANCE TECHNOLOGIES LLC | $6.0M | 152K | ▼−15% Reduced · −26K sh | Q1 2026 | |
| 14 | ALLIANCEBERNSTEIN L.P. | $5.6M | 151K | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 15 | Stieven Capital Advisors, L.P. | $5.8M | 147K | ▼−0.3% Reduced · −500 sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $5.6M | 145K | ▲+5.6% Added · +8K sh | Q1 2026 | |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.4M | 137K | ▼−4.3% Reduced · −6K sh | Q1 2026 | |
| 18 | North Reef Capital Management LP | $5.4M | 137K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $5.1M | 130K | ▼−20% Reduced · −33K sh | Q1 2026 | |
| 20 | DEPRINCE RACE & ZOLLO INC | $5.0M | 128K | ▼−3.3% Reduced · −4K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.8M | 122K | ▲+0.3% Added · +369 sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | $4.4M | 114K | ▲+10.0% Added · +10K sh | Q1 2026 | |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.4M | 112K | →First observed position No prior filed position | Q1 2026 | |
| 24 | Russell Investments Group, Ltd. | $4.0M | 103K | ▲+2.5% Added · +2K sh | Q1 2026 | |
| 25 | Nuveen, LLC | $3.8M | 97K | ▼−23% Reduced · −28K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in SMBK and 17 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 47 funds | $16.0B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $9.5B |
| NVIDIA CORPNVDA | 45 funds | $26.1B |
| AMAZON.COM INCAMZN | 45 funds | $11.8B |
| ALPHABET INC-CL AGOOGL | 45 funds | $10.6B |
| ALPHABET INC-CL CGOOG | 45 funds | $9.6B |
| ELI LILLY & COLLY | 45 funds | $4.5B |
| COSTCO WHOLESALE CORPCOST | 45 funds | $3.5B |
| VISA INC-CLASS A SHARESV | 45 funds | $3.3B |
| CHEVRON CORPCVX | 45 funds | $3.0B |
| PALANTIR TECHNOLOGIES INC-APLTR | 45 funds | $2.0B |
| AMERICAN EXPRESS COAXP | 45 funds | $1.8B |
Ranked by how many of SMBK's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 12, 2026 | Jordan Rhett D. | EVP & CHIEF CREDIT OFFICER | Sell (S) | 400 | $18K |
| Jun 10, 2026 | Barrett Victor Lynn | Director | Buy (P) | 3K | $131K |
| Jun 4, 2026 | Ackermann Cathy G | Director | Buy (P) | 3K | $126K |
| May 4, 2026 | Shomaker Kelli D | Director | Buy (P) | 290 | $12K |
| Apr 24, 2026 | Jordan Rhett D. | EVP & CHIEF CREDIT OFFICER | Sell (S) | 500 | $21K |
| Feb 9, 2026 | Welborn Wesley Miller | CHAIRMAN OF THE BOARD, Director | Buy (P) | 835 | $36K |
| Jan 27, 2026 | Shomaker Kelli D | Director | Buy (P) | 255 | $10K |
| Dec 10, 2025 | Tucker Steven B. | Director | Sell (S) | 11K | $404K |
| Nov 18, 2025 | Jordan Rhett D. | EVP & CHIEF CREDIT OFFICER | Sell (S) | 250 | $9K |
| Feb 3, 2025 | Welborn Wesley Miller | CHAIRMAN OF THE BOARD, Director | Buy (P) | 1K | $40K |
| Jan 27, 2025 | Jordan Rhett D. | EVP & CHIEF CREDIT OFFICER | Sell (S) | 350 | $13K |
| Dec 9, 2024 | PRESLEY JOHN M | Director | Sell (S) | 7K | $242K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SMBK/capital-change-brief"
Use Arkolith's capital_change_brief for SMBK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SMBK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.