Among active 13F managers last quarter, 5 opened and 26 added, while 16 reduced; the largest holder to move was Private Capital Management, LLC (−10.0%). Over the last 180 days, 3 insiders bought and 1 insider sold, a net +$208K in open-market trades.
Funds lean in and no leg opposes.
166 tracked 13F filers disclose a position in SMBK as of the latest SEC 13F filings, a combined $390.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.3M | $50.2M | ▲+1.6% Added · +20K sh | Q1 2026 | |
| 2 | Dimensional Fund Advisors LP | 836K | $32.7M | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 680K | $26.6M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | State Street Corp | 457K | $21.4M | ▲+3.8% Added · +17K sh | Q2 2026 | |
| 5 | Private Capital Management, LLC | 428K | $16.7M | ▼−10.0% Reduced · −47K sh | Q1 2026 | |
| 6 | Geode Capital Management, LLC | 381K | $17.9M | ▲+7.3% Added · +26K sh | Q2 2026 | |
| 7 | American Century Companies Inc | 372K | $14.5M | ▲+19% Added · +59K sh | Q1 2026 | |
| 8 | First Eagle Investment Management, LLC | 319K | $15.0M | ▲+43% Added · +95K sh | Q2 2026 | |
| 9 | Cravens & Co Advisors, LLC | 220K | $10.3M | ▼~0% Reduced · −30 sh | Q2 2026 | |
| 10 | Salzhauer Michael | 211K | $9.9M | ▼−0.8% Reduced · −2K sh | Q2 2026 | |
| 11 | Morgan Stanley | 171K | $6.7M | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 12 | Two Sigma Investments, LP | 170K | $6.6M | ▲+36% Added · +45K sh | Q1 2026 | |
| 13 | Basswood Capital Management, L.L.C. | 170K | $6.6M | ▲New +170K sh | Q1 2026 | |
| 14 | Renaissance Technologies LLC | 152K | $6.0M | ▼−15% Reduced · −26K sh | Q1 2026 | |
| 15 | AllianceBernstein L.P. | 151K | $5.6M | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 16 | Stieven Capital Advisors, L.P. | 147K | $5.8M | ▼−0.3% Reduced · −500 sh | Q1 2026 | |
| 17 | Northern Trust Corp | 145K | $5.6M | ▲+5.6% Added · +8K sh | Q1 2026 | |
| 18 | Bridgeway Capital Management, LLC | 137K | $5.4M | ▼−4.3% Reduced · −6K sh | Q1 2026 | |
| 19 | North Reef Capital Management LP | 137K | $5.4M | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 130K | $5.1M | ▼−20% Reduced · −33K sh | Q1 2026 | |
| 21 | Charles Schwab Investment Management Inc | 122K | $4.8M | ▲+0.3% Added · +369 sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | 114K | $4.4M | ▲+10.0% Added · +10K sh | Q1 2026 | |
| 23 | Vanguard Portfolio Management LLC | 112K | $4.4M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 24 | Russell Investments Group, Ltd. | 103K | $4.0M | ▲+2.5% Added · +2K sh | Q1 2026 | |
| 25 | Nuveen, LLC | 97K | $3.8M | ▼−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, 5 funds opened a new position in SMBK and 26 added to an existing one, while 16 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 85 funds | $164.9B |
| Apple IncAAPL | 82 funds | $178.8B |
| JPMorgan Chase & CoJPM | 82 funds | $37.1B |
| Nvidia CorpNVDA | 81 funds | $232.9B |
| Amazon.com IncAMZN | 81 funds | $116.3B |
| Alphabet Inc-CL AGOOGL | 81 funds | $94.6B |
| Bank Of America CorpBAC | 81 funds | $21.4B |
| Broadcom IncAVGO | 80 funds | $97.4B |
| Meta Platforms Inc-Class AMETA | 80 funds | $67.3B |
| Eli Lilly & CoLLY | 80 funds | $46.1B |
| Alphabet Inc-CL CGOOG | 78 funds | $81.0B |
| Chevron CorpCVX | 78 funds | $18.5B |
Ranked by how many of SMBK's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMBK.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 4, 2026 | Jordan Rhett D. | EVP & CHIEF CREDIT OFFICER | Sell (S) | 430 | $23K |
| 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 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 48 | 25 | – |
Insiders Form 4 open-market | 3 | 1 | +$208K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SMBK
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 + the live filing stream, joined for SMBK. Filings are public domain, sourced to SEC EDGAR.