SMARTFINANCIAL INC. - SMBK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,468,195 | 68,887 | 0.0% | 0.0% | 1 | +183,638 | 14.3% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 836,086 | 39,229 | 0.01% | 0.01% | 2 | -302 | -0.04% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 679,819 | 31,897 | 0.0% | 0.0% | 3 | -598 | -0.09% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 594,386 | 27,888 | 0.0% | 0.0% | 4 | -80,961 | -11.99% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 457,060 | 21,445 | 0.0% | 0.0% | 5 | +16,528 | 3.75% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 448,667 | 21,051 | 0.01% | 0.01% | 6 | +76,854 | 20.67% | Q2 2026 | Aug 12, 2026 |
| Private Capital Management, LLC | History | Added to | 432,512 | 20,293 | 1.79% | 1.67% | 7 | +4,365 | 1.02% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 381,419 | 17,900 | 0.0% | 0.0% | 8 | +26,058 | 7.33% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 346,492 | 16,250 | 0.02% | 0.02% | 9 | +62,313 | 21.93% | Q2 2026 | Aug 13, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 319,339 | 14,983 | 0.03% | 0.01% | 10 | +95,300 | 42.54% | Q2 2026 | Aug 05, 2026 |
| Cravens & Co Advisors, LLC | History | Reduced | 220,400 | 10,341 | 6.94% | 5.6% | 11 | -30 | -0.01% | Q2 2026 | Aug 12, 2026 |
| SALZHAUER MICHAEL | History | Reduced | 211,013 | 9,900 | 3.39% | 3.92% | 12 | -1,657 | -0.78% | Q2 2026 | Jul 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 188,433 | 8,841 | 0.01% | 0.01% | 13 | +18,549 | 10.92% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | Added to | 184,035 | 8,637 | 0.18% | 0.16% | 14 | +12,860 | 7.51% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 182,854 | 8,579 | 0.0% | 0.0% | 15 | +11,899 | 6.96% | Q2 2026 | Aug 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Added to | 180,329 | 8,461 | 0.34% | 0.31% | 16 | +10,589 | 6.24% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 152,895 | 7,173 | 0.0% | 0.0% | 17 | +8,349 | 5.78% | Q2 2026 | Aug 13, 2026 |
| Stieven Capital Advisors, L.P. | History | Added to | 147,534 | 6,922 | 1.32% | 1.23% | 18 | +300 | 0.2% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 147,181 | 6,905 | 0.01% | 0.01% | 19 | -5,093 | -3.34% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 143,495 | 6,732 | 0.12% | 0.11% | 20 | +6,253 | 4.56% | Q2 2026 | Aug 14, 2026 |
| North Reef Capital Management LP | History | Added to | 137,089 | 6,432 | 0.25% | 0.18% | 21 | +1 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 130,914 | 6,142 | 0.0% | 0.0% | 22 | +18,740 | 16.71% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 151,894 | 5,936 | 0.0% | 0.0% | 23 | +1,040 | 0.69% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 123,934 | 5,814 | 0.0% | 0.0% | 24 | +2,279 | 1.87% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 112,734 | 5,289 | 0.0% | 0.0% | 25 | +15,800 | 16.3% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 99,332 | 4,660 | 0.0% | 0.0% | 26 | +4,798 | 5.08% | Q2 2026 | Aug 13, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 97,626 | 4,580 | 0.76% | 1.09% | 27 | -52,461 | -34.95% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 94,236 | 4,442 | 0.0% | 0.0% | 28 | -181 | -0.19% | Q2 2026 | Aug 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 91,697 | 4,302 | 0.03% | 0.03% | 29 | +6,708 | 7.89% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 86,995 | 4,081 | 0.02% | 0.02% | 30 | +6,253 | 7.74% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 86,330 | 4,050 | 0.01% | 0.01% | 31 | -7,267 | -7.76% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 80,568 | 3,780 | 0.0% | 0.0% | 32 | -49,305 | -37.96% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 79,830 | 3,745 | 0.0% | 0.0% | 33 | -889 | -1.1% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 78,646 | 3,691 | 0.0% | 0.0% | 34 | -24,198 | -23.53% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 69,875 | 3,278 | 0.0% | 0.0% | 35 | -22,797 | -24.6% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 65,649 | 3,080 | 0.01% | 0.01% | 36 | +1,596 | 2.49% | Q2 2026 | Aug 06, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 65,317 | 3,064 | 0.07% | 0.05% | 37 | +11,548 | 21.48% | Q2 2026 | Aug 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 64,702 | 3,035 | 0.05% | 0.09% | 38 | -63,022 | -49.34% | Q2 2026 | Aug 20, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 63,767 | 2,991 | 0.0% | 0.0% | 39 | +13,386 | 26.57% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 63,265 | 2,968 | 0.0% | 0.0% | 40 | +13,376 | 26.81% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Added to | 62,217 | 2,919 | 0.02% | 0.01% | 41 | +39,021 | 168.22% | Q2 2026 | Aug 14, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | Reduced | 59,042 | 2,770 | 1.91% | 1.93% | 42 | -5,000 | -7.81% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 48,823 | 2,290 | 0.0% | 0.0% | 43 | +2,233 | 4.79% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 47,337 | 2,221 | 0.0% | 0.0% | 44 | +52 | 0.11% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 46,209 | 2,168 | 0.0% | 0.0% | 45 | -3,400 | -6.85% | Q2 2026 | Aug 12, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 46,139 | 2,164 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 46,121 | 2,163 | 0.0% | 0.0% | 47 | -1,322 | -2.79% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 43,844 | 2,057 | 0.01% | 0.01% | 48 | +1,775 | 4.22% | Q2 2026 | Aug 13, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 40,631 | 1,906 | 0.27% | 0.12% | 49 | +21,399 | 111.27% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 36,712 | 1,722 | 0.0% | 0.0% | 50 | -5,840 | -13.72% | Q2 2026 | Aug 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 34,938 | 1,639 | 0.1% | 0.09% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 34,094 | 1,599 | 0.0% | 0.0% | 52 | +13,300 | 63.96% | Q2 2026 | Aug 13, 2026 |
| SlateStone Wealth, LLC | History | No change | 29,302 | 1,375 | 0.11% | 0.09% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 28,431 | 1,333 | 0.5% | 0.45% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | Added to | 27,897 | 1,308 | 0.0% | 0.0% | 55 | +2,235 | 8.71% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 27,646 | 1,297 | 0.0% | 0.0% | 56 | -3,722 | -11.87% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 27,600 | 1,294 | 0.0% | 0.0% | 57 | +750 | 2.79% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 23,636 | 1,109 | 0.0% | 0.0% | 58 | +5,646 | 31.38% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,294 | 1,092 | 0.0% | 0.0% | 59 | +157 | 0.68% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 23,139 | 1,085 | 0.0% | 0.0% | 60 | +13,109 | 130.7% | Q2 2026 | Sep 02, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 23,048 | 1,081 | 0.06% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 22,681 | 1,063 | 0.0% | 0.0% | 62 | +472 | 2.13% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | Added to | 21,800 | 1,022 | 0.02% | 0.02% | 63 | +600 | 2.83% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 21,763 | 1,021 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 20,891 | 980 | 0.0% | 0.0% | 65 | +15,070 | 258.89% | Q2 2026 | Aug 13, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 20,341 | 954 | 0.52% | 0.51% | 66 | +19 | 0.09% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 19,355 | 908 | 0.0% | 0.0% | 67 | +1,231 | 6.79% | Q2 2026 | Aug 04, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 19,269 | 904 | 0.0% | 0.0% | 68 | +941 | 5.13% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Reduced | 18,501 | 868 | 0.0% | 0.0% | 69 | -4,936 | -21.06% | Q2 2026 | Aug 14, 2026 |
| EQUITABLE TRUST CO | History | Added to | 17,535 | 822 | 0.03% | 0.02% | 70 | +6,060 | 52.81% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 17,140 | 804 | 0.0% | 0.0% | 71 | -12,289 | -41.76% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 16,018 | 751 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | Reduced | 15,637 | 733 | 0.0% | 0.0% | 73 | -1,027 | -6.16% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 15,490 | 727 | 0.0% | 0.0% | 74 | +1,705 | 12.37% | Q2 2026 | Aug 07, 2026 |
| Man Group plc | History | Added to | 15,454 | 725 | 0.0% | 0.0% | 75 | +1,887 | 13.91% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 15,439 | 724 | 0.0% | 0.0% | 76 | +7,965 | 106.57% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Reduced | 15,400 | 722 | 0.0% | 0.0% | 77 | -400 | -2.53% | Q2 2026 | Jul 30, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,264 | 716 | 0.0% | 0.0% | 78 | +4,025 | 35.81% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,650 | 687 | 0.0% | 0.0% | 79 | +72 | 0.49% | Q2 2026 | Jul 27, 2026 |
| Inspire Investing, LLC | History | Added to | 14,486 | 679 | 0.03% | 0.04% | 80 | +1,425 | 10.91% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 14,394 | 675 | 0.0% | 0.0% | 81 | +26 | 0.18% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Added to | 14,309 | 671 | 0.0% | 0.0% | 82 | +4,004 | 38.85% | Q2 2026 | Aug 03, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 13,918 | 653 | 0.0% | 0.0% | 83 | +2,248 | 19.26% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 13,457 | 631 | 0.03% | 0.02% | 84 | +4,904 | 57.34% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,305 | 624 | 0.0% | 0.0% | 85 | +7,574 | 132.16% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 13,098 | 614 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 12,752 | 599 | 0.0% | 0.0% | 87 | +1,455 | 12.88% | Q2 2026 | Aug 14, 2026 |
| AGP FRANKLIN, LLC | History | Added to | 12,355 | 579 | 0.25% | 0.23% | 88 | +649 | 5.54% | Q2 2026 | Jul 30, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 12,200 | 572 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evergreen Advisors, LLC | History | Added to | 11,862 | 556 | 0.12% | 0.11% | 90 | +26 | 0.22% | Q2 2026 | Aug 04, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 11,363 | 533 | 0.01% | 0.02% | 91 | -12,348 | -52.08% | Q2 2026 | Aug 14, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | No change | 11,351 | 532 | 0.24% | 0.22% | 92 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| XTX Topco Ltd | History | New | 11,147 | 523 | 0.01% | — | 93 | +11,147 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 10,869 | 509 | 0.0% | 0.0% | 94 | -1,969 | -15.34% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,359 | 439 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 9,317 | 437 | 0.0% | 0.0% | 96 | -6,984 | -42.84% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 9,226 | 432 | 0.01% | 0.02% | 97 | -11,049 | -54.5% | Q2 2026 | Jul 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 9,031 | 423 | 0.0% | 0.0% | 99 | -104,717 | -92.06% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,029 | 423 | 0.0% | 0.0% | 98 | +1,419 | 18.65% | Q2 2026 | Aug 12, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 8,840 | 414 | 0.01% | 0.01% | 100 | +10 | 0.11% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 8,353 | 391 | 0.0% | 0.0% | 101 | +9 | 0.11% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 7,915 | 371 | 0.0% | — | 103 | +7,915 | New | Q2 2026 | Jul 17, 2026 |
| CAP Partners, LLC | History | No change | 7,910 | 371 | 0.18% | 0.17% | 102 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 7,332 | 344 | 0.03% | 0.02% | 104 | +2,250 | 44.27% | Q2 2026 | Jul 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,190 | 337 | 0.0% | 0.0% | 105 | +189 | 2.7% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | New | 7,178 | 336 | 0.0% | — | 106 | +7,178 | New | Q2 2026 | Aug 06, 2026 |
| 1492 Capital Management LLC | History | No change | 6,901 | 323 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 6,750 | 316 | 0.19% | 0.22% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Engineers Gate Manager LP | History | Added to | 6,570 | 308 | 0.0% | 0.0% | 109 | +990 | 17.74% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 6,570 | 308 | 0.07% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Welch Group, LLC | History | No change | 6,499 | 304 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 6,434 | 301 | 0.0% | 0.0% | 112 | +2,200 | 51.96% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,238 | 292 | 0.0% | 0.0% | 113 | +895 | 16.75% | Q2 2026 | Aug 19, 2026 |
| Ridgepath Capital Management LLC | History | Reduced | 6,046 | 283 | 0.12% | 0.12% | 114 | -96 | -1.56% | Q2 2026 | Aug 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,563 | 261 | 0.0% | 0.0% | 115 | -952 | -14.61% | Q2 2026 | Jul 28, 2026 |
| Voleon Capital Management LP | History | Reduced | 5,555 | 260 | 0.0% | 0.01% | 116 | -1,744 | -23.89% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 5,481 | 257 | 0.0% | 0.0% | 117 | -2,933 | -34.86% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,470 | 256 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Semanteon Capital Management, LP | History | New | 5,356 | 251 | 1.13% | — | 119 | +5,356 | New | Q2 2026 | Aug 12, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 5,261 | 246 | 0.14% | 0.17% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 5,105 | 240 | 0.02% | — | 121 | +5,105 | New | Q2 2026 | Aug 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 4,938 | 231 | 0.0% | 0.01% | 122 | -4,607 | -48.27% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 4,759 | 223 | 0.0% | — | 123 | +4,759 | New | Q2 2026 | Sep 09, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 4,686 | 219 | 0.0% | — | 124 | +4,686 | New | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 4,550 | 213 | 0.0% | 0.0% | 125 | +1,032 | 29.33% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 4,520 | 212 | 0.0% | — | 126 | +4,520 | New | Q2 2026 | Aug 10, 2026 |
| Summit Global Investments | History | New | 4,509 | 212 | 0.01% | — | 127 | +4,509 | New | Q2 2026 | Aug 03, 2026 |
| Diversified Trust Co | History | New | 4,387 | 205 | 0.0% | — | 128 | +4,387 | New | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 4,334 | 203 | 0.0% | — | 129 | +4,334 | New | Q2 2026 | Jul 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 4,266 | 200 | 0.0% | — | 131 | +4,266 | New | Q2 2026 | Aug 12, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 4,268 | 200 | 0.08% | 0.08% | 130 | +105 | 2.52% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,875 | 134 | 0.0% | 0.0% | 132 | +167 | 6.17% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 2,957 | 115 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,105 | 97 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,996 | 93 | 0.0% | 0.0% | 135 | +1,769 | 779.3% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,945 | 91 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,935 | 90 | 0.01% | — | 137 | +1,935 | New | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 1,915 | 89 | 0.0% | — | 138 | +1,907 | 23837.5% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,577 | 73 | 0.0% | 0.0% | 139 | +370 | 30.65% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | Added to | 1,526 | 71 | 0.0% | 0.0% | 140 | +183 | 13.63% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 1,507 | 70 | 0.0% | 0.0% | 141 | +1,322 | 714.59% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,417 | 66 | 0.0% | 0.0% | 142 | +202 | 16.63% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,258 | 59 | 0.0% | 0.0% | 143 | -1,144 | -47.63% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 995 | 46 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 970 | 45 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 771 | 36 | 0.0% | 0.0% | 146 | +85 | 12.39% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 719 | 34 | 0.0% | 0.0% | 147 | +583 | 428.68% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 674 | 31 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| PROFFITT & GOODSON INC | History | No change | 600 | 28 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 571 | 26 | 0.0% | 0.0% | 150 | +62 | 12.18% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 431 | 20 | 0.0% | 0.0% | 151 | -329 | -43.29% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 340 | 15 | 0.0% | — | 152 | +317 | 1378.26% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | New | 313 | 14 | 0.0% | — | 153 | +313 | New | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 282 | 13 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aquatic Capital Management LLC | History | New | 270 | 12 | 0.0% | — | 157 | +270 | New | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 267 | 12 | 0.0% | 0.0% | 156 | -166 | -38.34% | Q2 2026 | Jul 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 263 | 12 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 214 | 10 | 0.0% | 0.0% | 158 | -615 | -74.19% | Q2 2026 | Aug 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 208 | 9 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 182 | 8 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Added to | 156 | 7 | 0.0% | 0.0% | 161 | +42 | 36.84% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 144 | 6 | 0.0% | 0.0% | 162 | -31 | -17.71% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | No change | 130 | 6 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Larson Financial Group LLC | History | Added to | 115 | 5 | 0.0% | 0.0% | 164 | +35 | 43.75% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Reduced | 87 | 4 | 0.0% | 0.0% | 166 | -207 | -70.41% | Q2 2026 | Aug 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 95 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Continuum Advisory, LLC | History | New | 81 | 3 | 0.0% | — | 167 | +81 | New | Q2 2026 | Aug 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 75 | 3 | 0.0% | — | 168 | +75 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 58 | 2 | 0.0% | — | 171 | +42 | 262.5% | Q2 2026 | Jul 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 45 | 2 | 0.0% | — | 169 | +24 | 114.29% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 47 | 2 | 0.0% | 0.0% | 170 | +12 | 34.29% | Q2 2026 | Jul 20, 2026 |
| Optiver Holding B.V. | History | Reduced | 36 | 1 | 0.0% | 0.0% | 174 | -112 | -75.68% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 28 | 1 | 0.0% | — | 176 | +28 | New | Q2 2026 | Aug 05, 2026 |
| Fortitude Family Office, LLC | History | New | 27 | 1 | 0.0% | — | 177 | +27 | New | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 32 | 1 | 0.0% | 0.0% | 172 | +6 | 23.08% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | No change | 25 | 1 | 0.0% | — | 175 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -45,701 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,766 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,830 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,907 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,479 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -6,261 | -100.0% | Q2 2026 | Aug 10, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.09% | — | -6,193 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,284 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,267 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -679 | -100.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -221 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Covestor Ltd | History | Reduced | 5 | 0 | — | — | — | -4 | -44.44% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 21 | 0 | — | — | — | +4 | 23.53% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |